SUBMIT
ANNUALLY
D O C U M E
N T A T I O N
Please Note: If you are a local chapter of a larger
organization, when submitting financial information, submit local amounts
only. Do Not submit a consolidated
Financial Statement and/or a consolidated form 990
1. A
letter of request.
2. A current
list of the Board of Directors. Year:_______
3. A
copy of the current year Organization budget. Year: ______
(If available, also budget for specific
program request)
4. A copy of the
prior year Balance Sheet and Profit/Loss Statement. Year:
__________ (No Consolidated forms)
5. A complete copy
of your organization's most current Form 990. Year: ____________
(No Consolidated forms)
6. List out prior
year grants received, from whom and for how much. Also include a
"grand-total" amount for revenue
received through 1) private donations and 2) State/Federal/Local
government. Year:____________
7. List any political
activities within the last 12 months:
No Political Activities
8. A list of individual
people served (including how many not duplicated) within the last 12 months,
taking into consideration Federal law and policy
of confidentiality, if applicable, please include a list of organizations
and/or institutions served. Demographic studies
are also accepted.
Attached
Confidential
Demographic study
Not Applicable
9. If applicable,
name, address, & phone number of national headquarters. Are you
required to give a percentage of
your intake (grant) to the national headquarters? No
Yes If yes, how much?________
Not Applicable
10. The Internal Revenue Service
determination letter that classifies your organization as one that is exempt
from
taxation under IRS Code Section 501(c)(3). This same letter should
also state that your organization is not a private
foundation.
11. A copy of the letter from
the California Franchise Tax Board stating that the organization is exempt
from the state
franchise and income tax under California Revenue and Taxation Code
Section 23701d.
I,______________________________, an officer of the above name organization do hereby state that our exempt statues under
Section 501(c)(3), and our non-private foundation status, currently remain in effect under the Federal I.D. #:______________
Signature:____________________________________________Title: ________________________
Date: ________________
I do hereby certify that the information reported on this application form is complete and accurate.
Signature:____________________________________________Title: ________________________
Date: ________________