Downloadable Forms

The documents offered on this website are merely samples. As always, it is strongly recommended that each foundation design its form and documents with the review and oversight of experience legal counsel.

Sample Forms for Equivalency Determination

• Affidavit Packet for Non-U.S. Grant Applicants from the Charles Stewart Mott Foundation
• Foreign Public Charity Equivalence Affidavit (Officer) from Silk, Adler and Colvin (Forms coming soon)
• Affidavit Packet for Non-U.S. Grant Applicants from the John D. and Catherine T. McArthur Foundation (in PDF)
• Financial Support Addendum to the John D. and Catherine T. McArthur Foundation Affidavit Packet for Non-U.S. Grant Applicants (in Excel)

Sample Forms for Expenditure Responsibility

• Sample Pre-grant Inquiry Letter to Grantee
• Sample Pre-Grant Inquiry Form
• Sample Agreement Letter
• Sample Grantee Report Form
• Sample 990-PF Attachment