Letter of Inquiry

Organization Information:

• Name of organization
• Address
• Phone number
• Website
• Mission statement
• Annual budget amount
• Federal tax ID number (or fiscal sponsor name and federal tax ID number)

Contact Information:

• Name
• Title
• Direct telephone number
• Email address of the organization’s primary contact person (e.g., executive director, president, CEO) and of the request’s primary contact (e.g., program director, development director), if different.

Project Description: (no more than two pages)

• Brief narrative description of the problem statement and project
• Goals and objectives
• Project activities and timeline

Request Amount: Total amount of funding requested from the Goldman Fund.

Please attach the following information:

IRS Designation Letter: Copy of federal tax-exemption letter.

Fiscal Sponsor Agreement (if applicable): A letter from your fiscal sponsor or agreement confirming your relationship.

Project Budget: A one-page itemized budget of revenue (indicate committed and anticipated) and expenses for the full project. Sample Project Budget

Project Funding: A list of committed and pending grants for the project. Sample Project Funding

Balance Sheet: The most recent month-end balance sheet. Please footnote: deferred revenue, loans, negative net income, endowment and/or reserve funds, and any line items that require explanation.

Profit and Loss Statement: A profit and loss statement with a date that corresponds to the submitted balance sheet.

Start a Letter of Inquiry for a project that is new to the Lisa and Douglas Goldman Fund.

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