Excellence in the Arts | Edward C. and Ann T. Roberts Foundation

Step 1 of 3

Grantee Report Confirmation
Are you a recent grantee?*
Have you received a grant in the past 5 years?
- Yes
- No
Enter your Report Code*
Your Report Code was in the email you received when you submitted your Grantee Report.
If you do not have the Report Code email the Foundation. If you have not submitted your Grantee Report, you must submit it now before reapplying. Once you submit your report, use the Report Code from the confirmation email to continue with this application.

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Application Form

Please answer the following questions about your organization and the project for which you are seeking support.

We encourage you to submit this application in one sitting, though you may choose to save your work and return later to complete your submission. Be certain to review our application instructions, before you begin.

Before submitting, make certain you have included all required information. Once you submit this form you will not be able to return to the application.

All fields are required * unless otherwise noted.

Contact and Background Information
Organization Name*
Organization's IRS Tax ID #*
Principal Contact Name*
First Last
Title*
Email*
Phone*
Address*
Street Address City State ZIP Code
Website
(If available)
Amount requested this application*
What amount are you requesting today?
What is the organization’s mission/vision statement?*
Provide a brief history of your organization and its activities.*
Describe the demographics of your audience/people served by your activities.*
Include percentages of populations served.
Describe your organization's governance.*
Include information about frequency of board meetings and record of attendance. Also indicate what percent make personal financial contributions to your organization. Be sure to indicate any substantial change to your leadership since the last time you applied.
Diversity, Equity and Inclusion

The Foundation values diversity, equity, and inclusion in the organizations we fund. The composition of an applicant's board will be a major consideration as the foundation evaluates grant applications. Organizations funded by the Foundation, must be able to demonstrate their commitment to DEI.

In the field below it is essential that you describe the diversity of your board; include percentages with respect to gender race and ethnicity.
Describe the diversity of your board.*
What percentage of your board makes personal financial contributions to your organization?*
Detail any changes since your last application.*
Be sure to note significant changes to board, leadership, organizational structure, strategic direction, financial condition or mission.
Project Information
Project Name*
Project Description*
Total estimated project budget*
Project start/opening*
MM slash DD slash YYYY
Project end/closing*
MM slash DD slash YYYY
Project venue*
The name of the space where this project will take place.
Project town
The town or towns where this project will take place.
Admission fees, attendance, and activity details*
What fees will be charged? Estimate total attendance including PAID and COMP tickets. Indicate number of performances/days open to the public.
How do you intend to promote/market this project?
How is your organization going to use Roberts funding?*
How will Roberts support be recognized?*
Defining Excellence and Evaluation Criteria
What is your organization’s definition of artistic excellence?*
How does this project align with that definition, and how does it advance your mission?*
How will your audience and the community benefit from this project?*
How will this project be evaluated?*
Describe what measures of success you will use when assessing this project's effectiveness.
Required Attachments

Each requested item should be attached as a separate document. If a document includes materials for more than one item, you should separate the materials and attach each item separately.

Attach documents as indicated below. Only documents in PDF format can be uploaded.
Cover letter*
A letter summarizing the request, stating the amount requested, and when it will be needed.
The letter must be signed by your Executive Director or Board President and printed on your letterhead with your official office address.
Accepted file types: pdf, Max. file size: 250 MB.
Board list*
A list of officers and Board members with titles and addresses.
Accepted file types: pdf, Max. file size: 250 MB.
IRS 501(c)3 determination letter*
The letter your organization received from the IRS when you applied for nonprofit status.
Accepted file types: pdf, Max. file size: 250 MB.
Financial statement*
Most recent annual financial statement (audited, if available) or your most recent 990.
Accepted file types: pdf, Max. file size: 250 MB.
Last year operational budget*
Showing budget and final figures for the last completed fiscal year.
Accepted file types: pdf, Max. file size: 250 MB.
Current year operational budget*
Showing operational budget and year-to-date figures for the current fiscal year.
Accepted file types: pdf, Max. file size: 250 MB.
Balance sheet*
A current balance sheet for the organization (within three months).
Accepted file types: pdf, Max. file size: 250 MB.
Project budget*
Showing all sources of income and expense for this project, as well as amounts and status of grants and other contributions being sought.
Max. file size: 250 MB.
Additional Attachments

If available, attach documents as indicated below. Only documents in PDF format can be uploaded.
Does your organization produce an annual report?*
An annual report is a formal report to stakeholders, documenting your organization's activities and finances in the previous financial year.
If you answer yes - upload a PDF copy of your annual report.
- Yes
- No
Annual report*
Attach your annual report now.
Accepted file types: pdf, Max. file size: 250 MB.
Has your organization adopted a strategic plan?*
A strategic plan is a formal summary of your long-term goals and the actions you will use to achieve them.
If you answer yes - upload a PDF copy of your strategic plan.
- Yes
- No
Strategic plan*
Attach your strategic plan now.
Accepted file types: pdf, Max. file size: 250 MB.
Other materials?
This is optional! You may attach other materials - artist biographies, lists of exhibitions, etc. Limit of 3 items - each no more than 5MB in size.
Drop files here or

Accepted file types: pdf, Max. file size: 5 MB, Max. files: 3.
Anything Else?

Please Note

The Foundation carefully examines your organization's financial health and management in considering its decision. Include any comments or clarifications about your financial status in the space below. You may also use this space to add any comments or information you would like to share to help us evaluate your application.
This is optional!
This is optional!
Final Check List

Before you submit this application, please complete this final check list.
Have you contacted the Executive Director by email or phone to discuss this proposal?*
- Yes - we have discussed the project with the Executive Director.
- No - we have NOT discussed the project with the Executive Director.
You may complete the submission of your application, however you are strongly encouraged to contact the Executive Director.
Is your cover letter signed by your senior executive? on your letterhead? with your official office address?*
- Yes - the requested cover letter is attached to this application.

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Please Note