Send a Custom Fund List to a 990 Report

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

1. 1. Navigate to the Reports page.
   2. Click Create Report in the left-side menu.
   3. Click the Fund Custom Reports Object.
      
      
   4. Add fields to the report, including Funit Id, and then click Save.
      • Funit Id is the ID associated to a fund. 
      • 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
          
          
   5. If necessary, click Filter to further refine the report.
      
      
      
   6. Click Bulk Actions in the left-side menu, and then click Send to 990 Donor Report, Send to 990 Grantees Report, Send to 990 Individuals Report, or Send to 990 Support Calculation.
   7. Fill in the applicable fields, and then click Submit.
      • Enter the Financial Year.
      • If Send to 990 Donor Report, Send to 990 Grantees Report, or Send to 990 Individuals Report were selected, fill in Total Donations Exceeding or Total Grants Exceeding amount.
      • If Send to 990 Support Calculations was selected, enter Trailing Years, Total Support Part II Line 11, and Percent Exceed.