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.
Include:
- 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
- IRS letter confirming tax-exempt status of 501(c)(3)
- Current Board roster with relevant background data, affiliations and town of residence
- 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.
* Required Fields
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