Special Collections Department
or contact: Special Collections, University of Delaware Library | Newark, Delaware 19717-5267 | (302) 831-2229
UD Special Collections > Finding Aids
Tax Returns of Private Foundations in
Forms 990-PF and 990-AR
1970 – 2000
Collection Number: MSS 503 HOUSED IN LIBRARY ANNEX
Accessioned: Transferred from Reference Department, June 2005
Extent: 2 linear ft. (2 record center cartons)
Contents: Aperture cards, CD-ROMs
Access: The collection is open for research. HOUSED IN LIBRARY ANNEX. Requires advanced notice for retrieval.
Processed: July 2005.
Table of Contents
Introductory Note
Chartered
in 1956 by the Regents of the University of the State of
In
addition to the four Center libraries, there are more than two hundred
Foundation Center Cooperating Collections.
The
http://www2.lib.udel.edu/subj/foce/resguide/found.htm
Arrangement Note
The
990-PF tax returns (as well as a smaller group of 990-AR annual reports) of
private foundations from the state of
http://lnp.fdncenter.org/finder_990.html
The 990-PF tax returns and 990-AR annual reports are available in two formats in this collection: aperture cards and CD-ROMs. 990-PF tax returns from the 1970s through 1998 were distributed from IRS service centers on aperture cards (microfiche embedded in IBM computer punch cards). The aperture cards are filed alphabetically by foundation name in several chronological sequences, reflecting the filing practices of the Reference Department staff who maintained the cards until they were transferred to Special Collections as an archival collection. From 1999 until delivery online in 2000, the IRS distributed the 990-PF tax forms on CD-ROMs; these are also included in the collection.
In addition to a container list, this finding aid includes an information sheet on how to read the identifying information on an aperture card. The IBM punch cards (in which the aperture cards are imbedded) have headers with unique, nine-digit Employer Identification Numbers (E.I.N.) as well as the foundation names. One vertical column of numbers on the punch card is punched in the “one” position to designate 990-PF forms; a punched “two” indicates the presence of a 990-AR on the card. Aperture cards may be viewed on a microfiche reader.
Contents List
Box -- Contents
Aperture cards
1 Set 1: 1973 – 1993
Includes forms 990-PF and 990-AR
Set 2:
Includes forms 990-PF and 990-AR
2
Set 3: 1983 – 1997
Set 4: “
CD-ROMs – Private Foundation Returns, 1998-2000
1) 1998 – Jul (test)
2) Jul – Dec
3) 1999 Jan – Jun
4) Jul – Dec
5) 2000 Jan – Mar
6) Apr – Jun
7) Jul – Sep
8) Oct - Dec