Your form will automatically save your entries as you move through the application. You may return to your application to add information as often as you like before submitting your application.

• For narrative answers, use a Word document and cut-and-paste text into the application.
• Do not use formatting like bullets, bold, or highlights, as they will not translate to the application.
• Answer all questions and upload the required documents or the system will not allow you to submit your application.
• When you successfully submit your application, you will receive an e-mail acknowledgement and a copy of your application. Contact the Trust office if you do not receive the email.
• Please monitor the email (including checking the junk email box) of the application contact. Trust staff will reach out to you if there are any questions with the application and to schedule your presentation, if your application moves to final review.

Documents that you will need to upload into your application: (PDF Format)

1. IRS 501 (c)(3) Letter of Determination
2. Board of Directors, Titles, and Affiliations or Former Affiliations
3. Current fiscal year budget vs. actuals
4. Previous completed year-end budget with actuals
5. Program Budget – Download the budget template, complete, then upload it in the designated space provided.
   Please adjust program budget line-item titles as needed to reflect your proposal. Please include all sources of income needed to complete the project. Use the line-item details as needed. There will be additional space in the application to provide additional narrative for the budget breakdown. Your explanation will assist reviewers in assessing the value of your program.
6. Most Recent 990 or 990-EZ

• According to current IRS regulations:
  -Nonprofits with gross receipts of $200,000 or more and total assets of $500,000 or more must file a 990.

        -Nonprofits with gross revenues of less than $200,000 and less than $500,000 in assets must file a 990-EZ or 990.
        -Nonprofits with gross receipts of less than $50,000 are eligible to file the e-Postcard or – may choose to file a full return. If                you file the e-postcard, do not upload it to the application.

7. Most recent independent audit report or review conducted in compliance with the state and/or federal regulations or by choice. Note that registration with Maryland as a charitable organization requires an audit when contributions exceed $750,000.
   
   

If you are not required to have an audit conducted and do not have an audit report, please upload your FY2023 Profit and Loss Statement signed by an authorized person in your organization.

For assistance contact Christie Burnett: cburnett@charlesnonprofits.org