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Product update: Program related investments

Published Nov. 5, 2014

Search by investments made to accomplish an organization's exempt purposes

Under the 'Assets: Endowment, real estate, etc.' filter, selecting 'Investments, program-related' will allow you to enter either a Value (i.e. 1,000,000) or a Percent of Total (i.e. 35).

As defined by the IRS, Program-related investments are investments made primarily to accomplish the organization's exempt purposes rather than to produce income. Examples of program-related investments include student loans and notes receivable from other exempt organizations that obtained the funds to pursue the filing organization's exempt function.