Help Center

Product update: New private foundation specific fields

Published May 29, 2019

Search, display, and export fields directly related to private foundations


Cause IQ has a new search filter subsection dedicated to private foundations, where you can find all private foundation specific fields. We've also added four new private foundation specific fields from the Form 990-PF. You can access the private foundation specific filters in the "Private foundations" subsection of the search filter sidebar's "All" filters tab. Here's a look at where you can access the private foundation specific filters:

Here's a list of Cause IQ's private foundation specific fields (these are available to search, display, and export). You'll see the name of the field, the data source, and a brief definition. The fields with an asterisk (*) next to their name are new fields that we just added:

Total endowment
Source: Form 990-PF, Part X, Line-1d
Fair market value of assets not used for charitable purposes

Qualifying distributions*
Source: Form 990-PF Part XII Line 4
Amount of qualifying distribution expenditures that a private foundation spent or set aside for religious, educational, or similar charitable purposes

Growth in qualifying distributions*
Source: (Current Form 990-PF Part XII Line 4 - Past Year Form 990-PF Part XII Line 4) / Past Year Form 990-PF Part XII Line 4
Increase in qualifying distributions this year compared to qualifying distributions last year

Distribution ratio, current year*
Source: Form 990-PF Part V Line 1 [current year]
Percent of qualifying net non-charitable assets that are distributed as charitable distributions, current year

Distribution ratio, average last five years*
Source: Form 990-PF Part V Line 3
Percent of qualifying net non-charitable assets that are distributed as charitable distributions, average of last five years

Minimum return from endowment
Source: Form 990-PF Part X Line 6
An organization’s minimum investment return, as determined in Part X, is 5% of the total fair market value (less acquisition indebtedness) of its noncharitable-use assets. Used to determine qualifying distributions an organization must pay out.

Investments in corporate bonds
Source: Form 990-PF Part II Line 10c
Book value (which may be market value) of investments in corporate bonds

Investments in corporate stock
Source: Form 990-PF Part II Line 10b
Book value (which may be market value) of investments in corporate stock

Investments in government obligations
Source: Form 990-PF Part II Line 10a
Book value (which may be market value) of investments in U.S. and state government obligations

Investments in land, buildings, and equipment
Source: Form 990-PF Part II Line 11
Book value of all land, buildings, and equipment held for investment less accumulated depreciation

Investments in mortgage loans
Source: Form 990-PF Part II Line 12
Amount of mortgage loans receivable held as investments, but excluding program-related investments

Other types of investments
Source: Form 990-PF Part II Line 13
Book value of each category of assets not reportable on Form 990-PF Part II Lines 1 through 14

All cash, savings, and investments
Source: Form 990, Part X, Lines 1, 2, 11, 12, and 13
Combined total of amounts of cash; cash-equivalents; savings; short-term investments; publicly traded stocks, bonds, and securities; other investments in securities, partnerships, or funds that are not publicly traded; and program-related investment

Note: The fields with an asterisk (*) next to their name are new fields that were added from customer requests.