Copy of Original IRS Determination Letter 501(c)(3) (date stamp on letter will note approval)
Copy of any name change(s) documents from IRS and confirmation letter from IRS (not organization heads and the address noted on the most recent letter from the IRS should match the current either mailing address or physical address of organization)
Religious and other organizations with Group Ruling letter 501(c)(3) from the IRS need to provide the group ruling letter, the cover of the current year’s directory from the Diocese/Archdiocese/District, et al and a copy of the page from the current year’s directory acknowledging your recognition. (Catholic Charities under the U.S. Catholic Conference of Bishops group ruling letter please note, effective May 2016 there is a new letter with a new Tax Identification Number that can be downloaded from the Catholic Conference website.) If under a group ruling but not a church or a church without a group directory please include a letter from the Group holder dated the year your support is needed and signed by the group holder.
The most recent completed year’s tax document such as; 990-PF, 990-T, or other tax document that your charity files. For religious organizations that are not required to file a tax document please include a brief explanation as to why you are not required to file. This is a requirement for consideration. Governmental entities that are to be treated like a 501©(3) organization are required to provide the most recent copy of the 990-T. Please note that all schedules are required to be provided for consideration. Tax documents are not private, they are a matter of public record.
Most recent Audited Financial Statements (should you have an audit performed)
A detailed program/project budget if requesting for a specific program or project
A detailed organization operating budget (all expenses of the organization with the exception of a capital campaign or endowment should be included within this budget.)
The required application form that must be completed and emailed to the office (please read Information and Instructions before completing proposals)
A list of your current board of directors and must include their addresses and phone numbers (they may be either office or home-we do not make it a policy to call any board members unless there is a question that must be posed directly to them)
Major donor list for year of request (to include the name of funder, approved amount and purpose, requests under consideration by funders, as well as those planned requests that will be submitted for the current years funding)
509 (a) (3) Letter that is required if your organization is classified as such. This may be found on the second paragraph of your Determination Letter from the IRS. Most organizations are classified as 509(a)(1) however there are some that do fall under this category. If your organization is classified under this category there is a template letter that may be found on our site under the “Letter Templates” tab as a downloadable document listed as “509(a)(3) Letter” please complete the document and submit with the rest of the required documents as requested. This letter is referencing supporting entities.
You may also include a one to four (1-4) page detailed description of your organization, services, history and proposed project or program information. However, we ask that you not reference this letter when completing the online application form as the board will not have this addition with your form. This will be put with the full proposal for our files and may be reviewed by any board member should they request additional information and also by our office staff to better acquaint themselves with the organizations services, history and/or project.
Related Party Questionnaire can be found on the site under “Related Party Questionniare” must be completed and submitted by mail or hand delivered to our offices with the rest of the supporting documentation prior to the March 1st, 5 pm deadline to be considered. The questionnaire should be used in relation to our current list of Board Members. It is in reference to your Board and staff relationship with any of our Board Members. This is required.
All supporting documents will only be accepted by traditional post, overnight delivery or hand delivered (with the exception of the application form) to:
Mrs. Patricia Stilley
5850 San Felipe Street, Suite 125
Houston, TX 77057-3292
ALL documents must be received NO LATER than March 1st by 5:00 p.m. to be considered. Proposals will be accepted as early as August 1st of the prior year once the newest versions have been made available on the site.
All supporting documents will only be accepted by traditional post, overnight delivery or hand delivered (with the exception of the application form) to Mrs. Patricia Stilley at the address listed at the bottom of the page. ALL documents and application forms must be received NO LATER than March 1st by 5:00 p.m. to be considered. Proposals will be accepted as early as August 1st of the prior year once the newest versions have been made available on the site and March 1st by 5 pm.