Application Package


  1. Download the application in either Word formatpdf 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 at least 10-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 one set of several “before” photos with the application. These should be printed 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, as well as a description of what the photo represents.
  5. Provide verification of tax-exempt status by one of the following methods:
    A.   Submit a copy of the congregation’s 501(c)(3) determination by the IRS; or
    B.   If your congregation is part of a larger denomination that is covered by a group ruling, submit 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.
    C.   If your congregation is independent and not part of a larger denomination, a signed statement by the principal clergy attesting that your congregation meets the following requirements of the Internal Revenue Code applicable to churches, synagogues, mosques, temples, etc.

      • It is organized and operated exclusively for religious purposes;
      • Its net earnings will not inure to the benefit of any private individual or shareholder;
      • No substantial part of its activities will be used to influence legislation;
      • It will not intervene in political campaigns; and
      • Its purpose and activities will not be illegal or violate fundamental public policy. 

    If you are unclear about this information, you may wish to refer to the IRS tax guide for Churches and Religious Organizations.  (See http://www.irs.gov/pub/irs-pdf/p1828.pdf for complete guide.) or discuss this with officials from your denomination’s central office.  If you have questions about this, you may contact The Retirement Research Foundation.

  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 June 1.

©2011, The Retirement Research Foundation

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