Instructions

Grant Application Instructions

Organizations that meet the requirements outlined here, are invited to apply between March 1st and May 31st.

Please Read:

1. We strongly encourage downloading the Application Worksheet first and use it to save responses locally BEFORE completing and submitting the online application.

2. Please have the following documents ready to upload in PDF format prior to completing your application:

   1. IRS Affirmation letter (tax exempt determination letter)

   2. Previous fiscal year Statement of Activities (Income Statement)

   3. Current fiscal year Statement of Activities (Income Statement)

   4. Current fiscal year Budget

   5. Previous fiscal year Statement of Financial Position (Balance Sheet)

   6. Current fiscal year Statement of Financial Position (Balance Sheet)

      NOTE: If audited financial statements are submitted, both the Notes to Financial Statements, as well as the Accountant’s Opinion Letter, must be included.

3. If your organization has multiple programs and projects, each with different revenue sources and expenses, please be sure that the uploaded financial statements clearly indicate which revenues and expenses are associated with the project or program in this request.

4. The Financial section of the application requires that Revenues, Expenses, Assets and Liabilities be entered for both the current and previous fiscal periods using the categories listed below.

   If you have questions concerning which revenue/expense accounts belong in which category, please consult with your organization’s bookkeeper, accountant, management team, Treasurer, or tax professional for assistance. You may also wish to reference the IRS Form 990 as a guide.
   NOTE: All totals and subtotals will need to match and tie back to those shown on the accompanying financial statements.

   • Revenues:

     • Contributions and Grants

     • Program Service Revenue

     • Investment Income

     • In-Kind Revenue

     • Other Revenue

   • Expenses:

     • Grants and Similar Amounts Paid

     • Benefits Paid To or For Members

     • Salaries, Other Compensation, Employee Benefits

     • Fundraising Expenses

     • In-Kind Expenses

     • Other Expenses

   • Assets:

     • Cash

     • Receivables

     • Property and Equipment

     • Investments

     • Other Assets

   • Liabilities:

     • Payables

     • Mortgages

     • Other Liabilities