Send a Custom Fund List to a 990 Report

The 990 Report can be sorted by Fund Division. When you need different formats, you can send a customized list of funds to the 990 report.

1. 1. Navigate to the Reports page.
   2. In the custom reports section, click [Create] next to the type of report that you want to create. 
   3. Add fields to your report, including Funit Id.
      • Adding Funit ID to any custom report enables the following actions in the left-side menu:
        • Send to 990 Donor Report
        • Send to 990 Grantees Report
        • Send to 990 Individuals Report
        • Send to 990 Support Calculation
          
          
          
   4. Filter report to desired criteria.
   5. Click Send to 990 Donor Report, Send to 990 Grantees Report, Send to 990 Individuals Report, or Send to 990 Support Calculation in the left-side menu.
   6. Fill in the applicable fields then click Submit.
      • Enter the Financial Year.
      • If you selected Send to 990 Donor Report, Send to 990 Grantees Report, or Send to 990 Individuals Report, fill in Total Donations Exceeding or Total Grants Exceeding amount.
      • If you selected Send to 990 Support Calculations, enter Trailing Years, Total Support Part II Line 11, and Percent Exceed.