US Form 990 Schedule B Part 1

rdagijones — Tue, 12 Jul 2022 21:12:48 GMT

This report is used to fill out Schedule B "Schedule of Contributors" of the United States Form 990. I created this report in Crystal Reports to make it easy to find some 990 data Donorwise can provide without having to run a query, remember the formula and organize donors by last name just to fill out the 990.

Once you download the attached .rpt file, remember where you put it.

In Donorwise,

Login to Donorwise
Choose "Run Reports" on the left
Click the "New" button at the top
In the New Report window that comes up
- Description = 990 Donors
- Category = Year End
- Click the "Load from file ..." button and select the "990 Donors.rpt" file you downloaded
- Check the "Security and Context" fields you deem appropriate
- "When to include this report in the "Reports" menu ..." I choose "Always"

When you run the report in Donorwise, it will prompt you for the Year for which you want financial data and a minimum contribution amount (which is currently $5000.00 total yearly contributions in the U.S.)

*This is not a complete US Form 990. This is only a partial report used to fill out the "Schedule B - Schedule of Contributors" section of the Form 990.

Enjoy