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Charitable Foundation Application

Please complete this Application, along with the Form below and upload application and all supporting documents as ONE PDF.  You may also mail to: Institution for Savings, Charitable Foundation, c/o Kimberly Rock, P.O. Box 510, Newburyport, MA 01950.
  1. Organization Profile:
    • Brief summary of organization's history, goals and key achievements
    • Overview of organizational structure and size, such as board, staff and volunteers
    • Description of organization's membership, including total number and geographical area encompassed
  2.  IRS letter confirming tax-exempt status of 501(c)(3)

  3. Current Board roster with relevant background data, affiliations and town of residence

  4. Financial Information:
    • Total board-approved organizational budget for the fiscal year(s)
    • If seeking project or capital support, include project or capital budget for fiscal year(s)
    • Most recent independent audit, if required by law;
    • Year-to-date financial statement for your current fiscal year.

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