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

Updated over 3 months ago

Overview

Page 6 collects information about capital expenditures, endowment funds, and in-kind contributions. This data helps analyze long-term financial sustainability and support.

Before You Begin

Gather the following information:

  • Capital expenditure

  • Endowment values at close of year

  • In-kind contribution values

Completing This Page

Capital Expenditures

  • Enter capital spending by category:

    • Information Technology

    • Theater Operations Equipment

    • New Construction

    • Venue Renovation/Restoration

    • Furniture, Fixtures, and Equipment

    • Facility/Land Acquisition

Endowment Funds

  • Enter endowment information:

    • Restricted - Program

    • Restricted - Capital

    • Restricted - Operating

    • Temporarily Restricted

    • Unrestricted

In-Kind Contributions

  • Enter in-kind support by type:

    • Information Technology

    • Marketing

    • Advertising

    • Furniture, Fixures & Equipment (non-theatrical)

    • Utilities

    • Insurance

Special Considerations

  • Properly classify restricted funds

  • Include all non-cash contributions

  • Document restrictions on endowment funds

Tips for Success

  • Verify restriction classifications

  • Include fair market value for in-kind contributions

  • All fields auto-save as you enter data (same as all the other input pages)

Support

Need help? Contact support

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