Institution for Savings Charitable Foundation Grant Application

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 Please upload your completed application along with the following required documentation to our secure document portal by clicking the Secure Document Upload button below, or mail to: 

Institution for Savings, Charitable Foundation, c/o Kimberly Rock,
93 State Street, P.O. Box 510, Newburyport, MA 01950

A. Organization Profile:


  1. Brief summary of organization's history, goals and key achievements
  2. Overview of organizational structure and size, such as board, staff and volunteers
  3. Description of organization's membership, including total number and geographical area encompassed

B. IRS letter confirming tax-exempt status of 501(c)(3)

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

D. Financial Information:

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

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