We understand that applying for a Beyond Open grant may be a first-time experience for some small business owners and that some of these documents or information may be unfamiliar to you. Do not let these concerns keep you from applying. We are here to help you! See below for the list of required documentation as well as where to go if you have questions.
This list to be updated to reflect most recent work and decisions from Review Team as of 9-10-22
IRS letter with business name, EIN and address.
Most recent bank statement with business name and address.
City of Charlotte/Mecklenburg County business license # and copy of license/letter.
2 cost estimate(s) from qualified vendors or providers (for grants of $20,000 or more).
Additional documents for Build for Success ($5k - $20K) grant applications:
o Profit and Loss statement from 2021 tax year and year to date 2022.
o Balance sheet from 2021 tax year and year to date 2022.
o Note: Start-ups that have not completed a full year of operations will be asked to provide a budget and projected revenues and expenses.
Two letters of reference, etc., as revised by Review Team 9-8-22.
Additional documents for Grow for Prosperity ($20k+ - $100k) and Make Bold Moves ($100k+ - $250k+) grant applications (add additional here)
o Profit and Loss statement from 2021 tax year and year to date 2022.
o Balance sheet from 2021 tax year and year to date 2022.
o For sole proprietor, please include form 1040, Schedule C for 2021 tax year.
o For LLC’s/Partnerships, please include form 1120 for 2021 tax year.
o For S-Corps, please include form 1120S for 2021 tax year.
o For non-profits, please include form 990 for 2021 tax year.
For assistance on how to obtain or complete any of these documents, reach out to one of our three Community Partner Organizations by following this link.