1. Financial information:

Attach the following documents.  Save each item as a separate document (of one page in length, if possible). 

1. Prior fiscal year’s Income Statement (also known as “Statement of Activities”).
2. Balance Sheet (also known as “Statement of Financial Position”) as of the last day of the prior fiscal year.
3. Most recent audited financial statement, if one has been prepared. (This item may be submitted by mail up to 5 days after the application deadline.)  If your organization has received any Management Letters or audit exceptions prepared by the auditor, please upload a copy of the opinion letter(s) as well as the responses.
4. North Carolina budget for prior fiscal year showing a comparison of budget-to-actual income and expenses.
5. Approved North Carolina budget for current fiscal year, including year-to-date actuals for revenue and expenses. (If the organization is less than three months into its fiscal year at the application deadline, year-to-date actuals may be omitted.)
6. Projected North Carolina budget, including revenue and expenses, for the coming fiscal year. For multi-year requests, please include projected budgets for each year in which funds are requested.
7. IF PROJECT SUPPORT REQUEST: A project budget for the duration of the requested grant showing projected income and expenses (with expected use of ZSR funds for each line item shown in a separate column).

Note: If you are applying on behalf of a college/university or governmental entity, please provide information relevant to your department, program, or appropriate governmental sub-unit in whatever form it now exists.

2. Board List:

Please provide name, city, state and occupation of each of your board members. Also provide a brief explanation of how members are selected.

3. Tax-Exempt Status:

The Foundation must receive a copy of the petitioning organization's federal tax-exempt certification under Section 501(c)(3) of the Internal Revenue Code that includes a determination as to the organization's status as a publicly-supported organization. Governmental units need not submit these documents. Please be aware that the Foundation will not make pass-through grants from one organization to another.

4. Prior Grantee Reporting Document(s):

If you received a past grant from ZSR, please be sure that you have completed the proper reporting requirements (see items a. and b. below). You can find details about reporting requirements at http://www.zsr.org/reporting.htm. Please note that a new application will be accepted but may be withdrawn from consideration unless all past evaluation requirements are satisfied. Upon completion of the appropriate reporting forms, upload these documents with this application. NOTE: Please do not upload any final or progress reports that have been already been sent to the foundation. The different types of reporting forms are outlined below.

 

a. Final Report - All prior grantees are required to complete and submit this comprehensive evaluation no later than 15 months from the date of payment on a one-year grant or from date of last payment on a multi-year grant.

b. Progress Report - If your organization is a current grantee and plans to apply for additional funds, the Foundation must received a progress report on any prior grant for which you have not yet submitted a final report. This document should describe the ongoing, Foundation-support initiative(s) for which you sought funding. In addition, a multi-year progress report is due 12 months from the date of the first-year payment on a multi-year grant.