URS ID:

Memberships:

Involvements:

(you can also include spouse/child/parent degrees here)

Note: connection also can be friend of trustee, board of councilors member, football season ticket holder, fraternity/sorority member, football player, etc.

LTCommitments: (since year):

Focus of Gifts:

Largest Gift (year):

Purpose:

Or None located as of April 14, 2003

Number of Properties:

Combined Assessed Value:

Or None located as of April 14, 2003

(1.For private businesses, use only if 100% ownershipe can be determined

Number of Businesses:

Combined Sales:

Business Valuation:

(private companies only; use P!N valuation calculator)

Compensation:

Or None located as of April 14, 2003

(use only if prospect controls foundation)

Assets:

Annual Giving:

(valued art, cars, horses, boats, planes, etc)

Value:

Company Name/Address

Sales(FY):

Earnings(FY):

Position:

Employees:

Company Name:

Position:

Shares Held:

(remember to indicate options, indirect shares, etc.)

Current Worth:

Residence:

(include ownership, address, features, bldg. size, land use, assessment yr., assessment)

Additional Properties:

(include ownership, address, land use, assessment yr., assessed amount. Note: for 5 or more properties, you can summarize and attach copies of reports. Summary should include state or co. in Calif., number of properties and combined assessed value.)

(Include boards, sample giving, events chaired, etc.)

Federal Campaign Contributions:

Total (since year):

Focus:

Insert description from Foundation Center or info from Guidestar.

DO:

Expiration Date:

Amount/Purpose:

(birth date, spouse, children, additional education, awards, publications, etc.)

Place for analysis

Place for summing up answer to specific research question/s

Place to answer question: Major prospect or not?