Download GRANT APPLICATION FORM Bank of the Cascades Foundation, Inc.

GRANT APPLICATION FORM
Bank of the Cascades Foundation, Inc.
The deadline for receipt of your materials is no later than the last business day of the month preceding
the end of a calendar quarter (for example, the last day of February for the quarter ending March 31.
Late applications will be held for the next funding review approximately 90 days later.) Please submit
the following documents as part of your grant request:
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Grant Application Form
501(c)(3) letter from IRS and most recent IRS Form 990
Additional documentation requested on page 2
Organization Legal Name:
Also Known As Name, if applicable:
Mailing Address:
City, State, Zip:
Grant Application Contact:
Phone:
Executive Director Name:
Title:
Email:
Phone:
Organization Tax ID:
Are you a 501(c)(3)?
Yes:
No:
Amount Requested:
Have you received funds from our Foundation in the past?
If so, please specify the most recent year and amount:
Year:
Amount:
Please check all that apply to your organization’s service focus:
Affordable housing for low/moderate income
Community Service for low/moderate income
Economic development
Revitalize or stabilize low/moderate income areas
Please check all that apply:
Grant funds will stay in the local community (Specify State, County):
Organization is a customer of Bank of the Cascades, our accounts are at the
Branch
Organization can document and quantify service to low/moderate income demographic – see reverse for details
Bank of the Cascades employees are active in your organization and/or serve on committees;
Include name(s) of Banker(s) & positions:
In a separate written document, please provide the following, numbered to correspond with the
question:
1) Describe the funding request in 500 words or less
2) Describe the population served and desired outcome of the program
3) If this request will serve a low/moderate income demographic, confirm and substantiate with
documentation to that effect. Provide a description on how you collect income data and how it
is compared to federal poverty guidelines.
Examples:
An organization that primarily provide affordable housing services for the low/moderate
collects incomes on each individual resident, and it is substantiated by; most recent W-2
or current paystub amortized over a full year. Organization should provide specific
information on % of their population served that meets the low or moderate income
demographics, as published by HUD standards in the geographic area served.
If providing services to low or moderate income students include the school(s) data on # or
% of students who receive free/reduced lunch benefits, if providing services to these children
specifically, demonstrate how your organization identifies the recipients.
4) Provide written Executive Summary of financial condition (500 words or less)
a. Explain changes in net assets, net income and/or significant changes in revenue,
expense or cash flow compared to one year ago.
b. Explain outlook for current year, including challenges or major initiatives.
5) Please specify the percentage of your funding that comes from United Way.
6) Please list your current Board of Directors and their affiliations.
7) Please feel free to share anything further about your organization and this grant request.
Grant Submission:
Please mail one copy of the Grant Application Form and other documentation to:
Bank of the Cascades Foundation
Attn: Marketing
1070 N.W. Bond Street, Suite 303
Bend, Oregon 97701
For questions about the grant application process, please send email to [email protected]