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How to Complete Page 6: Capital, Endowment & In-Kind

Updated over a month ago

Before You Begin

Gather the following:

  • Capital expenditure records by category

  • Endowment fund balances at fiscal year end, broken down by restriction type

  • In-kind contribution values (use fair market value)

Completing This Page

Endowment classification
Ensure endowment funds are correctly classified by restriction type: restricted for program, restricted for capital, restricted for operating, temporarily restricted, or unrestricted.

In-kind contributions
Report all non-cash contributions at fair market value.

For field definitions and sourcing details, see the Page 6 Fields Catalog.

Next Steps

Once Page 6 is complete, you're ready to review and submit. See the Review & Submit Process guide.

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