Project Forms and Documents

Just getting started or have a question?

Find answers to your questions below!

General Forms:

• Social Good Fund IRS Determination Letter (has tax ID on top right)
• Donation Receipt Template
• Chart of Accounts
• Social Good Fund Bank Information and Wire Transfer Instructions 
• Social Good Fund Stock Donation Instructions 
• SGF List of Board Members
• Certificate of Insurance
• Volunteer Waiver of Liability
• Expense Card (BREX and PEX) Request Form and Policy
• Donation Request Form (use this form if your project wants to make a donation to another 501(c)(3))
• SocialGood W-9

SocialGood Tax/Financial Forms:

• 2015 990
• 2015 Audited Financials
• 2016 990
• 2016 Audited Financials
• 2017 990
• 2017 Audited Financials
• 2018 990
• 2018 Audited Financials
• 2019 Audited Financials
• 2019 990
• 2020 Audited Financials
• 2020 990
• 2021 Audited Financials
• 2021 990
• SGF Annual Budget

For Contractors and Stipends

• Hiring Contractors?  CLICK HERE for details.
• Stipend Agreement
• Blank w-9
• SGF Invoice Template
  Note: Projects must upload completed/sent invoices to 
  the Deposit Notification Form so that we know an invoice
  has gone out.

Model C Projects:

• Model C Financial Report Template

Youth Development Projects:

• Youth Development Program Registration and Release Form- English
• Youth Development Program Registration and Release Form- Spanish
• Youth Development Field Trip Form- English
• Youth Development Field Trip Form- Spanish