2023 Global Challenge Application

Citi Foundation 2023 Global Innovation Challenge

Food Security Application

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Citi Foundation 2023 Global Innovation Challenge Grant Application Form

ORGANZATION CONTACT INFORMATION

 
CURRENT ORGANIZATION CONTACT INFORMATION ON FILE

Organization Name (in English):

Organization Legal Name:
Organization Common Name (if applicable):
Street Address:
Street Address 2:
City:
State / Province:
Postal Code:
Country:
Website:
Phone:
Phone Extension:
Email:
Primary Contact:
Primary Contact Email:
Secondary Contact:
Secondary Contact Email:
Registration/EIN Number:

If you need to update the information in the table above, or provide a required secondary contact,
respond “No” to the following question and enter your updated information in the link provided. Please
ensure the email addresses you provide include your organization’s domain name.

Please only provide updated information for the areas that are currently inaccurate.

Is your organization's contact information correct?

CONDITIONAL IF NO:

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Provide your organization’s updated information here

Please wait 30 seconds for the above window to load. Please note that the information will not
update automatically, a Citi Foundation staff member will update after submission.

Please list an individual on your staff who is responsible for communications (e.g., social media, press
releases). Please include their full name, email address, and phone number.

Communications Contact Full Name:

Communications Contact Email:

Communications Contact Phone Number:

MISSION AND STRATEGY

The purpose of this section is to understand your organization’s mission and approach.

What is your organization's current mission statement? (Maximum 500 characters)

If the mission includes serving low- and moderate-income individuals or communities, please ensure
that is included in your response.

In what year was your organization founded?

Number of paid employees at your organization.

Approximately how many individuals has your organization served over the last year?

Briefly describe your organization’s current strategic priorities and primary programs and/or
services.

How many years has your organization been working on food security?

YOUR PROGRAM

Please tell us about the program for which you are requesting Citi Foundation support.

PROGRAM SUMMARY

Please note: 
The program name should be concise (seven words or fewer) and end with Program, Project, or Initiative.
It must not include "Citi" or "Citi Foundation."

If selected for funding, the start and end date of your grant will be finalized when the grant is paid. Please
propose a grant start date no sooner than October 1, 2023, and an end date that is 24 months after your
proposed start date.

The Category definitions are described in detail in the Global Innovation Challenge Summary & FAQ and
summarized below:
 Access: Increase access to affordable and healthy food to low-income communities.  

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 Affordability: Improve food affordability through community finance efforts that help reduce
the financial burden placed on low-income communities.
 Availability: Address challenges in the food supply chain that lead to positive community
benefits, such as the creation of new jobs and businesses.
 Resilience: Increase the number of available resources that enable low-income
communities to more effectively prepare for and respond to disruptions in food security
during crises.

Scope definitions are as follows

 Pilot/New: Funding is being sought to design a new approach or pilot a new idea
 Expand /Scale: Funding is being sought to expand or scale an existing/proven innovative
approach or solution, either by going deeper with the effort or wider in terms of reach.

Program Name
(Maximum 25 characters)

Amount Requested

Program Start Date

Program End Date

Which Citi Foundation food security category most aligns with your program?
[Drop-down selection]
 Access
 Affordability
 Availability
 Resilience

Which project scope most aligns with the intent of your program?
[Drop-down selection]
 Pilot/New
 Expand/Scale

Program Abstract
Provide a summary of the program for which you seek support. Please limit your description to no more
than 5 sentences. If your program is selected for funding, this language will be leveraged for
communication purposes.

PROGRAM NARRATIVE AND TIMELINE

Program Narrative
Describe your program in detail, outlining the key elements, community need your program will
specifically address, interaction with participants and/or stakeholders, and relevant information that is
pertinent to successful implementation.

Describe the individuals, community and/or organizations that you will directly serve during this program.

Provide brief biographies of up to three team members that would be leading and implementing this
program.

Program Timeline
Please list the major activities of your program (see example below). Ensure that the timeline you provide
covers the entire grant term (up to 24 months).

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Timeline Example: Month 1: Organize five community stakeholder meetings, share information to break
down existing silos between service providers and the local community; develop surveys and mapping
tools to help local leaders better understand how to address food insecurity

Months 2-5: Recruit and train 50 volunteers to help with new food delivery programs; and develop
outreach and social media toolkits to help increase awareness

Month 3-6: …

Will the implementation of this program involve partnering with other organization(s)? If so, indicate with
whom you will be partnering. Partners can include other nonprofits, academic institutions, the private
sector, government entities, etc.

REGRANTING

Regranting pertains to cases in which Citi Foundation funds are redistributed as grants to another
organization, including local affiliates. Vendor payments for specific goods or services are not considered
regrants.

Will the implementation of this program involve regranting of Citi Foundation funds? (Y/N)

CONDITIONAL IF YES:

What is the total U.S. dollar amount of Citi Foundation funds that will be regranted?

List the organizations that will receive funds. If unknown at this time, please describe how you will
identify them.

GEOGRAPHIC AREA

Detail the geographic area that will be served through this grant.

CONDITIONAL IF REGIONS OF IMPACT ARE OUTSIDE THE U.S.

Instructions:

 Click on the green plus symbol below.

 In the search box, enter the name of the country or territory.
 Select the name of the country and then click on the arrow (>) to move to the selection box.
 Repeat steps 2 and 3 to find and select any additional countries that will be served.
 If a portion of Citi Foundation grant funding will support overhead or indirect costs, ensure that
percentage is allocated to the country of your Headquarter office.
 After adding the geographical area(s), you will be prompted to select the percentage of Citi
Foundation grant funds impacting each area. Ensure that corresponding percentages add up to
100%.
 To remove a previously added selection, hover your mouse over the current country listed
and click the red delete button once it appears. Click “OK” when prompted.
 To change the percentage allocated to each country listed, click the pie chart icon next to
the plus button and adjust as appropriate.

Example:

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CONDITIONAL IF REGION OF IMPACT IS THE U.S.

DEMOGRAPHIC AREA INFORMATION

Please tell us about  the communities the program will serve.  This section helps us to understand how
your organization’s work aligns with the Community Reinvestment Act (CRA).

Instructions:
1. Click on the green plus symbol below.
2. In the search box, enter ONE word from the name of the county. 
3. Select the name of the county and then click on the arrow (>) to move to the selection box.
4. Repeat steps 2 and 3 to find and select any additional counties that will be served.
o If the program is serving a national or statewide audience, select the county of your
Headquarter office.
o If a portion of Citi Foundation grant funding will support overhead or indirect costs, ensure that
percentage is allocated to the county of your Headquarter office.
5. After adding the geographical area(s), you will be prompted to select the percentage of Citi
Foundation grant funds impacting each area. Ensure that corresponding percentages add up to
100%.
o To remove a previously added selection, hover your mouse over the current county listed
and click the red delete button once it appears. Click “OK” when prompted.
o To change the percentage allocated to each county listed, click the pie chart icon next to the
plus button and adjust as appropriate.
Example:

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If your program is national in scope, please allocate 100% of the Geographical Area Served to the county
of your Headquarter location. If your program is not national in scope and you are unable to provide
county-level Geographical Area Served Data at this time, please provide a date by which you expect to
be able to provide this information for your proposed grant.

If unknown, when will you be able to provide the data?

RESULTS

Please help us to understand the project’s intended results.

Results Statement
What are the specific results this program hopes to achieve? Please also describe what metrics you will
use to measure these outcomes. The results we are referring to are the changes in the behaviors or
conditions of your participants (and/or your organization and community) during the duration of the grant
based on your program's activities, services, and support.

QUANTIFY YOUR RESULTS ALONGSIDE CITI FOUNDATION’S KPIS

The Citi Foundation has a common set of Key Performance Indicators (KPIs) that we use across
initiatives to help us learn and aggregate the impact of our individual grant investments. Please complete
the section below as fully as is relevant to your program. We understand that the section below is not a
comprehensive assessment of your organization’s impact and that there can be many outcomes beyond
those captured below.

How many individuals will be directly impacted through your program during the grant term?

Will this program train or support other organizations to subsequently improve the condition of food
security in the local community? Y/N

CONDITIONAL IF TRAIN ORGANIZATIONS = YES

How many organizations will be supported through this program during the grant term?

Will this program improve food security response in preparation for crisis? Y/N

CONDITIONAL IF IMPROVE RESPONSE = YES

How many organizations will be better equipped to respond to a food-related emergency by the
end of the grant term?

Will this program provide opportunities for individuals to gain employment, work experience or develop
businesses that improve food security conditions? Y/N

CONDITIONAL IF EMPLOYMENT OPPORTUNITIES = YES:

How many individuals will become employed by the end of the grant term?
Employment refers to paid full-time or part-time, long-term permanent positions, not temporary
employment, or self-employment.

How many new enterprises/small businesses will be created?

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How many existing enterprises/small businesses will be improved or expanded?

The improvement or expansion of an existing enterprise may result in the creation of new jobs
and/or increased profit.

How many new jobs will be created through the creation or expansion of these enterprises?
A new enterprise results in the creation of at least one new job - that of the entrepreneur. The
improvement or expansion of an existing enterprise may result in the creation of new jobs.

Is financial capability a component of your program? Y/N

Financial capability refers to programs that help individuals adopt personal positive financial behaviors.

CONDITIONAL IF YES:

How many individuals will demonstrate improved financial knowledge and skills?

How many individuals will change and maintain changes to their financial behavior?

How many individuals will build or preserve assets?

What data will you collect to verify your program’s results? What specific tools will you use to collect this
data?
Evaluation tools may include third-party evaluation, pre- and post-tests, surveys, focus groups, site visits,
client follow-ups, etc. You may be able to use existing data sources, rely on existing measurement
instruments, or use observations and reports by others.

BENEFICIARY DEMOGRAPHIC INFORMATION

CONDITIONAL IF REGIONS OF IMPACT ARE OUTSIDE THE U.S.

What percentage of the program beneficiaries are low-income as defined by the local standards
and definitions?

How do you verify the percentage of low-income individuals that will benefit from the program?

Approximately what percentage of participants served by this program are anticipated to be of an

underrepresented racial or ethnic group(s) as defined by the local context? This can be based on
historical intake data if appropriate.

Based on the answer above, please describe how your organization defines underrepresented
group(s) within your local context.

CONDITIONAL IF REGION OF IMPACT IS THE U.S.

Will this program satisfy one of the four primary purposes of community development under the
Community Reinvestment Act (CRA) as described below?

1. Serve a population of over 50% low- and - moderate-income (LMI) individuals or

communities (LMI census tracts);
2. Provide affordable housing to over 50% LMI individuals;
3. Provide financing, access to financing, or technical assistance to small businesses
(i.e., annual revenues of $1,000,000 or less) either in LMI census tracts or that
employ or will create employment for LMI individuals;

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4. Revitalizes/stabilizes LMI or other CRA-eligible geographies (includes FEMA

designated disaster areas (DDAs) or areas targeted by Federal, state, local, or tribal
governments, such as HUD Promise Zones) by attracting or retaining, new
businesses or residents.

Approximately what percentage of the participants is expected to be LMI; or, in the case of small
businesses, what percentage is expected to have an annual revenue less than $1,000,000?
Please round to nearest whole number

How do you verify the percentage of low- and- moderate-income individuals served (either
through community services or affordable housing)? For programs supporting small businesses
(i.e., annual revenues of $1,000,000 or less) do you confirm that the businesses are located in
low- and moderate-income census tracts and/or employ LMI individuals? For programs
supporting the revitalization/stabilization of LMI geographies or certain CRA eligible designated
geographies, please confirm LMI census tracts benefitted or that the geography is a FEMA
designated disaster area (DDA) or an area targeted by Federal, state, local, or tribal
governments?

This response should: a) provide the method used to determine whether the program serves
LMI individuals, small businesses, or revitalizes/stabilizes LMI or other CRA eligible designated
geographies (e.g., designated disaster areas (DDAs), HUD Promise Zones); b)  reference the
data, documentation or statistics captured in the method used (if necessary, calculations should
be included); and c)  confirm whether more than 50%  of program beneficiaries are LMI
individuals or communities, small businesses or located in CRA-eligible designated geographies.

Approximately what percentage of participants served by this program identify as the following
races or ethnicities. This can be based on historical intake data. Total percentages should add up
to 100. If none identify in any category, enter "0."

_ Asian, Asian American, Pacific Islander

_ Black, African American, African
_ Hispanic, Latinx
_ Native American, Indigenous
_ White, Caucasian, European
_ Multi-Racial or Multi-Ethnic (2 or more)
_ Not Specified/Unknown/Other

Does your program intentionally serve and focus on women/girls?

Y/N

Approximately what percentage of the participants is expected to be women/girls? (If you are
unsure and if program is not gender specific, enter 50%):

Approximately what percentage of the participants is expected to be youth, defined as young

people up to the age of 24?

PROGRAM BUDGET

Please help us to understand how Citi Foundation funds would be spent.

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If your organization is based outside of the US, funds should generally not be used to cover capital
expenses, due to U.S. Internal Revenue Service compliance requirements. Capital expenses are defined
as any purchase or improvement to a current asset with a value of $5,000 USD or more and a useful life
of more than one year. This includes, but is not limited to, computer hardware or software, equipment,
building materials or construction, etc.

See the bottom of this page for directions on how to upload and attach documentation to this application.

Towards what specific program costs will Citi Foundation funds be allocated?
You will be asked to attach a detailed program budget in the Required Documents section. Below, please
briefly summarize how Citi Foundation funds will be used.

VOLUNTEER ENGAGEMENT

Please help us to understand whether and how volunteers, including Citi employee volunteers, could be engaged
in the program. Please note that the involvement of Citi volunteers is not a determining factor for funding
consideration.

Are there existing opportunities for volunteer engagement with your organization? Y/N

CONDITONAL IF YES
Briefly summarize volunteer engagement opportunities.

Would you like to engage Citi employees in volunteer opportunities with your organization? Y/N 

ORGANIZATIONAL DIVERSITY, EQUITY, AND INCLUSION

Citi Foundation seeks to learn more about the diversity, equity, and inclusion (DEI) efforts of our partners
and their DEI journey. We appreciate your answers to the following questions and the insights they will
provide us.

Describe your organization’s diversity, equity, and inclusion (DEI) efforts, the goals your organization has
developed around DEI, and how you track progress towards them.
Your answer may make reference to specific programmatic focus, hiring practices, board composition,
procurement practices etc., as well as how you proactively consider such factors as, for example, gender,
race/ethnicity, sexual orientation and disabilities.

CONDITIONAL IF ORGANIZATON BASED OUTSIDE THE U.S.

BOARD DEMOGRAPHICS

How many individuals serve on your Board?

What percentage of your Board voluntarily self-identify as women?

What percentage of your Board voluntarily self-identify as members of an underrepresented racial

or ethnic group(s)?

SENIOR STAFF DEMOGRAPHICS

How many individuals serve on your Senior Staff?

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What percentage of your Senior Staff voluntarily self-identify as women?

What percentage of your Senior Staff voluntarily self-identify as members of an underrepresented

racial or ethnic group(s)?

CONDITIONAL IF ORGANIZATION BASED IN THE U.S.

BOARD DEMOGRAPHICS

How many individuals serve on your Board?

What percentage of your Board voluntarily self-identify as women?

What percentage of your Board voluntarily self-identify with one of the following Races or
Ethnicities?
Please input 0 where not applicable. Total percentages should add up to 100.

_ Asian, Asian American, Pacific Islander

_ Black, African American, African
_ Hispanic, Latinx
_ Native American, Indigenous
_ White, Caucasian, European
_ Multi-Racial or Multi-Ethnic (2 or more)
_Other
_ Not Specified/Unknown
If Other selected, please specify here

SENIOR STAFF DEMOGRAPHICS

How many individuals serve on your Senior Staff?

What percentage of your Senior Staff voluntarily self-identify as women?

Does the leader of your organization publicly self-identify their race/ethnicity; and if so, how do
they self-identify?
_ Asian, Asian American, Pacific Islander
_ Black, African American, African
_ Hispanic, Latinx
_ Native American, Indigenous
_ White, Caucasian, European
_ Multi-Racial or Multi-Ethnic (2 or more)
_Other
_ Not Specified/Unknown
If Other selected, please specify here

What percentage of your Senior Staff voluntarily self-identify as one of the following Races or
Ethnicities?
Please input 0 where not applicable. Total percentages should add up to 100%.

_ Asian, Asian American, Pacific Islander

_ Black, African American, African
_ Hispanic, Latinx
_ Native American, Indigenous
_ White, Caucasian, European
_ Multi-Racial or Multi-Ethnic (2 or more)

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_ Other
_ Not Specified/Unknown
If Other selected, please specify here

CONDITIONAL IF ORGANIZATION BASED OUTSIDE THE U.S.

REGISTRATION INFORMATION

Please provide your organization's registration information.

In which country is your organization registered?

Which government department or municipality registered the organization?

What is the official status of the organization (i.e., nongovernmental organization)?

What is your organization's registration number? (Must match registration document submitted.)

CONDITIONAL IF ORGANIZATION BASED IN THE U.S.

ORGANIZATION AFFILIATION

Please help us to understand your organization’s affiliations.

Note: If you answer “Yes” to any of the below questions, you will be prompted to upload
additional documentation at the bottom of this application form, in addition to the standard
required documentation.

Is your organization a subordinate of a parent organization, and does that organization have a group tax
exemption ruling from the IRS? [Y/N]

As noted in the Global Innovation Challenge Summary & FAQ, fiscally sponsored projects are not eligible
for funding as part of this RFP. Please confirm:

Does this project/program involve Fiscal Sponsorship? [Y/N]

Is your organization a supporting organization as described in section 509 (a)(3) of the Internal Revenue
Code? [Y/N]

Is your organization a public school or district? [Y/N]

Is your organization a Community Development Financial Institution (CDFI)? [Y/N]

To qualify as a CDFI, your organization must be certified by the Community Development Financial
Institutions Fund of the United States Department of the Treasury.

Is your organization a Minority- or Woman-Owned Depository Institution (MDI)? [Y/N]

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To qualify as an MDI, your organization must be recognized as such by the Office of the Comptroller of
the Currency.

GOVERNING INFORMATION

Please describe your organization’s various governing bodies, the composition of your Board, and how
Directors are selected.

FINANCIAL INFORMATION

Please help us to understand your organization's financial position.

Current Exchange Rate:

List the amount in your local currency equivalent to 1 US dollar at the time of your submission. Do not
include any currency symbols.

Transcribe the following information from the audit you will be attaching to this application, exactly as the
figures are shown in the audit.

Income Statement
• Total Revenue and Support
• Total Operating Expenses
• Organization Overhead
• REVENUE MINUS EXPENSES (Calculated in Fluxx)

Balance sheet
• Cash and cash equivalents
• Total Assets
• Total Liabilities
• Total Net Assets

Describe your organization’s overall financial position over the last 3 years, including any major shifts
reported in your financial statements.

Provide your organization's current top 5 donors (public and/or private):

Include the donor names as well as the amount received in U.S. dollars from each donor for this year. If your
organization has less than 5 donors, provide a full list of your donors here.

CONDITIONAL IF ORGANIZATION BASED IN THE U.S.

BANK INFORMATION (U.S.)

If a grant to your organization is approved, the funds will be sent via ACH electronic payment, not wire
transfer. Provide your bank account information for ACH electronic payments below. If the account
provided does not accept ACH electronic payment, receipt of funds will be delayed.

Bank name:
9 digit Routing Number for ACH Electronic Payments:
Bank Account Number:

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TERMS

By submitting this application to the Citi Foundation, your organization affirms the following
representations and agrees to comply with the terms set forth below should your application be approved
for funding:

 Submission of an application does not constitute an offer, promise, or guarantee of funding from
the Citi Foundation, Citigroup Inc., or any of its subsidiaries.

 The existence of any past, current, or the promise of any potential business relationships with Citi
or Citi subsidiaries do not influence grant decisions, and mention of such relationships may
disqualify your grant application. The Citi Foundation declines any tangible benefits your
organization might decide to give to Citi or the Citi Foundation as a result of a grant. 

 Your organization does not support any direct or indirect terrorist financing, money laundering,
and/or any other criminal or illicit activities.

 No portion of the funds will be used for political or lobbying purposes, including without limitation,
independent expenditures.

 Redistribution of Citi Foundation grant funds is at the discretion of your organization, and Citi
Foundation does not earmark grant funds for any sub-recipients.

 Your organization has policies that safeguard the health, wellbeing and human rights of its
employees and individuals it serves, especially children, young people, and vulnerable adults,
and can furnish proof upon request of compliance with all applicable national or local labor laws,
including occupational, health and safety regulations.

 Your organization has policies that prohibit discrimination on the basis of race, sex, gender
identity or expression, color, religion, national origin, age, disability, sexual orientation, veteran’s
status, or other legally protected personal characteristic or status. Your organization has policies
against harassment and/or retaliation and outlines appropriate disciplinary measures in the event
of violations.

 Your organization complies with all local laws pertaining to employment, including, without
limitation, laws pertaining to wages, taxes, benefits, and legal status. Citi is not responsible for
compliance with any such matters with regard to any participants in program. Furthermore, if the
funded program includes hands-on work experience, each program participant will acknowledge
that he/she will not claim to be an employee or agent of Citi Foundation or Citigroup Inc. or any of
its subsidiaries or affiliates (Citi), nor seek to be treated as an employee of Citi for any purpose,
including, without limitation, any claims pertaining to wages, benefits, taxes, or any other
employment-related matters.

 Citi Foundation funds will not be used to provide monetary compensation to your organization’s
Board members.

 Any volunteer opportunities associated with the proposed program will not be limited to or
primarily targeted to Citi employees.

 Your organization has provided the correct bank account information in this application. Providing
the bank account information does not constitute an offer, promise, or guarantee of funding from
the Citi Foundation, Citigroup Inc., or any of its subsidiaries. If a grant is awarded and funds from

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the Citi Foundation are deposited into your organization's bank account, your organization verifies
that the funds will only be used for charitable purposes as described within this online application.

 Progress reports will be provided to the Citi Foundation in a timely fashion, aligned with the report
deadlines that will be provided once an award is made. Should your program require a
modification to your original submission, the Citi Foundation must approve any changes before
they can be implemented.

 Any publications and distributions related to this grant will acknowledge funding from the Citi
Foundation.

 Should use of the Citi Foundation logo be necessary for communications about this grant, pre-
approval shall be obtained prior to use.

 The Citi Foundation works with partner organizations such as Charities Aid Foundation America
to support philanthropic initiatives outside the United States. If applicable, these organizations will
require additional information and documentation from you once the Citi Foundation has
recommended the grant to them. The partner organization will make the final approval decision
for the grant and will have oversight responsibility throughout the grant term. Should the Citi
Foundation recommend this program to a partnering organization such as Charities Aid
Foundation America, grant funds will be used in accordance with the program details as outlined
in this grant application.

I ACCEPT THE TERMS OF THE AGREEMENT

[Y/N]

CONDITIONAL IF ORGANIZATION BASED OUTSIDE THE U.S.

REQUIRED DOCUMENTS

GUIDANCE AND TEMPLATES FOR PREPARING REQUIRED DOCUMENTS

1. ANNUAL REPORT
 Must be from 2021 or later
 Must list a summary of the organization’s activities and programs throughout the year
 Does not need to be a published document – it can be in the form of annual board meeting
minutes, a newsletter covering events of the complete year, or a document completed specifically
for the Citi Foundation
 English is preferred but not required

2. COMPLETE EXTERNALLY AUDITED FINANCIAL DOCUMENTS

 Must include some part of calendar year 2021
 Must include the auditor’s letter with a signature
 Must include complete financial statements
 Must include the auditor’s notes
 English is preferred but not required

3. BANKING DETAILS
 Please complete the Request for Wire Transfer Information document and see the bottom of this
page for directions on how to upload and attach documentation to this application to prevent any
delays in the application process

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4. GOVERNING DOCUMENTS
 Should be a listing of the organization’s bylaws
 English is preferred but not required

5. 2023 PROJECTED ORGANIZATIONAL BUDGET

 Must be in U.S. dollars
 Must be for the current fiscal year
 Must be in English.
 Must show a comprehensive breakdown of both income and expenses
 You can find an example by clicking on this link

6. PROGRAM BUDGET
 Must be completed in the Citi Foundation required Excel template
 Must list any additional funders of the program in Section 2. If all funding sources have not been
identified, note that in this section as well
 Must be in U.S. dollars
 The amount requested from Citi Foundation must be accounted for in column N of the Excel
budget template.
 Funding for the entire program budget must be accounted for in Column O of the Excel budget
template.

7. REGISTRATION DOCUMENT
 Certification of the organization’s registration with an official signature, stamp or seal
 Must be dated
 Can be in the local language

TO UPLOAD REQUIRED DOCUMENTS 

Please use the links in the table below to upload all standard required documents, as follows:

 Click on the Blue plus “+” button on the right

 Click the “Add files” button to access the file on your computer (or drag the file into the window)
 Once the document is listed, click the “Start upload” button to attach it to your application

The Status will show complete when the document has been successfully attached.

CONDITIONAL IF ORGANIZATION BASED IN THE U.S.

REQUIRED DOCUMENTS

1. COMPLETE EXTERNALLY AUDITED FINANCIAL DOCUMENTS

 Must include some part of calendar year 2021
 Must include the auditor’s letter with a signature
 Must include complete financial statements
 Must include the auditor’s notes

2. COPY OF A BLANK VOIDED CHECK

 Must show the legal name of your organization
 Must show the ABA routing number for ACH EFT deposit (not wire transfer)

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 Must show your account number

 The account and routing numbers must match the information you enter into the application
OR an OFFICIAL BANK LETTER
 Must be on the bank’s letterhead (not your organization’s letterhead)
 Must be signed by a bank officer
 Must list your organization’s legal name
 Must include the ABA routing number for ACH EFT deposit
 Must include your account number
 The account and routing numbers must match the information you enter into the application

3. 2023 PROJECTED ORGANIZATIONAL BUDGET

 Must be in U.S. dollars
 Must be for the current fiscal year
 Must show a comprehensive breakdown of both income and expenses
 You can find an example by clicking on this link

4. PROGRAM BUDGET
 Must be completed in the Citi Foundation required Excel template
 Must list any additional funders of the program in Section 2. If all funding sources have not been
identified, note that in this section as well
 Must be in U.S. dollars
 The amount requested from Citi Foundation must be accounted for in column N of the Excel budget
template.
 Funding for the entire program budget must be accounted for in Column O of the Excel budget
template.

TO UPLOAD REQUIRED DOCUMENTS 

Please use the links in the table below to upload all standard required documents, as follows:

 Click on the Blue plus “+” button on the right

 Click the “Add files” button to access the file on your computer (or drag the file into the window)
 Once the document is listed, click the “Start upload” button to attach it to your application

The Status will show complete when the document has been successfully attached.

CONDITIONAL BASED ON RESPONSES TO ORGANIZATION AFFILIATION QUESTIONS:

ADDITIONAL DOCUMENTS

As well as our standard required documents, the Citi Foundation requires additional documents in
certain circumstances. Following your answers to the Organization Affiliation section above,
please upload the following:
 
GROUP EXEMPTION RULING
 Upload a scanned copy of the page from the most recent published directory or online
database that identifies your organization as an affiliate member of the parent
organization.
 
FISCAL SPONSORSHIP AGREEMENT

 Attach the documents requested on the Fiscal Sponsorship Agreement Guidelines.

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 2023 Global Challenge Application

 
SUPPORTING ORGANIZATION FORM

 Attach the Supporting Organization Form. Please note: If document does not download

when clicking the link above, please copy and paste link into a new tab.

 
PUBLIC SCHOOL OR SCHOOL DISTRICT

 Attach a scanned copy of your listing on one of the following websites.

FFIEC Website Public School (Search US)
Public School Districts (Search US)
Public Colleges & Universities (Search US)

 
TO UPLOAD ADDITIONAL REQUIRED DOCUMENTS 

As well as our standard required documents, the Citi Foundation requires additional documents in
certain circumstances. If any of your answers in the Organization Affiliation section above
prompted a request for an additional required document, please upload those documents in the
Application Documents section below, as follows:

 Click on the Blue plus “+” button on the right

 Click the “Add files” button to access the file on your computer (or drag the file into the
window)
 Categorize the document using the provided drop-down (You must select the document title
that matches the document you are attempting to upload)
 Once the document is listed, click the “Start upload” button to attach it to your application

The Status will show complete when the document has been successfully attached.

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