- Cover Page
- Pre-application Summary
- Funding Request Summary
- Institutional Profile
- Current Year Operating Budget
- Year-to-date Budget to Actual Comparison
- Prior Year Contribution Analysis
- Non-Operating Budget Detail for Capital or Special Project Funding Requests
- Non-Operating Funding Summary for Capital or Special Project Funding Requests
- Project Commitments to Date
- Planned or Pending Request
- Additional information required by Warren Charitable Foundation
- A. IRS determination letter of ruling of tax-exempt status under section 501(c)(3).
B. Most recent applicable IRS Form 990, 990PF, 990T and all schedules.
C. Most recent audited financial statements.
D. Most current unaudited Statement of Financial Position and Statement of Activities.
E. Funding status report (see example here) through end of fiscal year.
F. Fundraising event schedule (see example here) through end of fiscal year.
G. Brief narrative describing extraordinary expenses or revenue anticipated through end of current fiscal year.
H. If you have a projected cash flow for the current fiscal year, please include a copy.
I. If your organization has a separate endowment fund which is NOT reflected in your financial statements, please
provide the following for that fund:
• Most recent audited financial statements
• Current fair market value
• Spending (distribution) policy
• Amount of distributions for the last three fiscal years.
J. Contact information for volunteer Board chair or President.
K. Any other pertinent information which might be of use in understanding the current financial status of the
organization.
808 W. Wall St.
Midland, TX 79701
(432)683-9094 (P)
(432)253-6365 (F)
Midland, TX 79701
(432)683-9094 (P)
(432)253-6365 (F)