The Retirement Research Foundation
For Grant Applicants

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Application Information
  1. Download the application in either word format, pdf format or call 773-714-8080 to request a copy by mail.
     
  2. The information in the application may be typed or printed. If printed, please use black or blue ink. If typed or prepared by computer, please use 12-point type.
     
  3. Provide one signed original and one copy of the application form as well as the original and one copy of attachments or supporting materials.
     
  4. For construction projects, include two sets of several "before" photos with the application. These should be glossy photos, not photos on a CD or sent by email. Put your congregation's name and the current date on the back of each photo.
     
  5. Include copies of your congregation's letter of tax-exempt status under section 501(c)(3) of the IRS. The Foundation cannot consider applications that do not have proof of federal tax-exempt status. NOTE: This is NOT the Illinois Department of Revenue tax-exempt status letter. 

    The Foundation requires evidence of both your congregation's federal tax-exempt status under section 501(c)(3) of the IRS and your congregation's 509(a) status (which became a requirement in 2006).  Include copies of your IRS letter.  If your letter does not include your 509(a) status, then include other documentation of that status.  If your congregation is covered under a group ruling, submit both a copy of the IRS group ruling letter and a copy of the page from the official directory showing that your congregation is a member.  Note that your group letter will only cover the 501(c)(3) status and not the 509(a) status.  If you are unclear about this information, discuss it with officials from your judicatory.  You may also contact The Retirement Research Foundation if you have questions.
     
  6. Do not submit the application in a ring binder, folder, with pages in plastic sleeves, or any other binding or cover.
     
  7. Deliver or send the application and supporting materials to:

    The Retirement Research Foundation
    ATTN: Accessible Faith Grant Program
    8765 W. Higgins Rd.
    Suite 430
    Chicago, IL 60631
     
  8. The application must be received or postmarked by 5:00 pm Friday, June 25, 2010.
     
  9. If you have questions, please contact The Retirement Research Foundation at 773-714-8080 or by e-mail at info@rrf.org.

Use additional sheets if necessary to respond fully to any questions.

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