The Grantees Exceeding Report provides helpful information when completing your 990 report. Generate the report for a list of individual or organization grantees who received more than a specified amount.
Generate Report
- Navigate to the 990 Report page and click Grantees in the left-side menu.
- Grantees (Orgs) will provide a report with only the grantees that are designated as organization profiles within your site.
- Grantees (Individuals) will provide a report with only the grantees that are designated as individual profiles within your site.
- Enter the applicable information, and then click Submit.
- Select a Division from the drop-down menu.
- This feature could be useful if your affiliate funds are grouped under separate divisions and reports on your organization or the affiliates are all that is needed.
- Enter the Financial Year of the report.
- Enter the Total Donations Exceeding amount.
- This amount is based on the 990 requirements for the given tax year.
- This amount is based on the 990 requirements for the given tax year.
- Select a Division from the drop-down menu.
A report listing all the grantees who received grants over the specified amount during the financial year will be generated. Their grantee ID, name, address, EIN number, tax class, grant type, and the amount received will be listed.
- The report will show all external grants by default. Internal grants will not be included unless an affiliate/supporting organization is created with the Separate Entity checkbox selected. If the Separate Entity checkbox is selected, any internal grants to the affiliate organization's fund will show.