2019 Conference - Foundation Profile Survey

2019 LCF Conference - Community Foundation Profile Survey

This information will provided to all Larger Community Foundation Conference attendees as part of the annual conference notebook. Please submit your responses by January 28, 2019.

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* 1. Name of Foundation:

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* 2. Assets (in millions): please use 000,000,000 format

Assets as of September 30, 2017:

As of September 30, 2018:

Estimated 2018 year end:

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* 3. Percentage assets in most recent fiscal year for:

Donor Advised (created by donors wishing to remain actively involved by recommending specific grants)

Donor Designated (created by donors wishing to specify one or more orgs to receive all or part of the annual fund income)

Supporting Organization (supports/supervises other charitable organizations)

Scholarships (created and supported by donors to help area students with college education)

Field of Interest (designed by donor to accomplish a broad charitable goal/purpose)

Other Unrestricted

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* 4. Grants approved in most recent fiscal year: please use 000,000,000 format for dollar amounts

# of competitive grants:

$ of competitive grants:

# of non-competitive grants:

$ of non-competitive grants:

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* 5. Gifts received (in millions): please use 000,000,000 format

January 1, 2017- December 31, 2017:

January 1, 2018 - September 30, 2018:

Estimated year end 2018:

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* 6. Operating revenue in most recent fiscal year: please use 000,000,000 format

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* 7. Operating expenses in most recent fiscal year: please use 000,000,000 format

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* 8. Number of Board Members:

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* 9. Number of Paid Staff (FTEs):

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* 10. Tenure of Current CEO (years)

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* 11. Population Served (in millions): please use xx.xx format

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* 12. What month is your fiscal year end?

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* 13. Organizational Structure:

Trust

Corporate

Both