DOCUMENTATION CHECKLIST

The team at Grant Writing Specialists strongly suggests keeping these documents on file. This helps to minimize the work that you have to do prior to sending the grant request applications. These are the ones that are often important:

• IRS Determination Letter 501(c)(3)

• California Determination Letter 23701d - Franchise Tax Board/Secretary of State

• CT Number (California Attorney General’s Registry of Charitable Trust)

• List of Board Members, Positions and Affiliations (with current term of service)

• Most recent IRS form 990 (990-EZ or 990-N)

• Overall Operating Budget for Fiscal year (Identify when fiscal year begins and ends)

• Project Budget or Equipment Budget (for each project or piece of equipment)

• Most recent audited annual financial statement

• List of funding sources for the last 12 months, any annual or signature events? (should be categorized as received, committed, conditional, or requested/potential)

• Organization information: description of program, population served, time line, community cooperation, degree to which your program is unique in the area, accomplishments, (depending - this could be the same as program information)

• Demographic information for actual participants: percentage breakdown: gender, age, ethnicity, income, and any other factors that you feel are important

• Method for evaluating impact, measuring program results

• Mission Statement

• Letters of Support – must be project specific and dated within three months of an individual grant application

• Qualifications of key staff (both one paragraph and half page formats)

This form was developed by the team at Grant Writing Specialists, for free distribution.

For more information, visit our website at GrantWritingSpecialists.com