Equivalency Determination
Overview. Welcome to the NGOsource Equivalency Determination Questionnaire! As you may know, a U.S. based grantmaker is in the process of evaluating a grant request for your organization. As part of your grant application, NGOsource (an independent U.S. non-profit) has been asked to complete an "Equivalency Determination."
Under U.S. tax law, grantmakers must satisfy specific legal requirements before making a grant to an entity, such as yours, that is organized under the laws of a country other than the U.S. These legal requirements may be satisfied by making an Equivalency Determination (ED). The purpose of the ED is to demonstrate that your organization is the equivalent of a U.S. public charity. If you qualify as the equivalent of a U.S.public charity, grantmakers will be able to reduce restrictions on your use of grant funds.
We understand that this complex process may seem time-consuming or confusing, and we have made every effort to make it as simple as possible. Please know that completing this process one time will enable other U.S. based grantmakers to find your organization more easily.
Required documents to collect. Before you begin the online Equivalency Determination Questionnaire, you may find it helpful to collect the following:
- Financial statements for the past 5 years
- Governing documents in English language (These documents are required by the U.S. government. Governing documents are used to register or form your organization, such as articles of incorporation, bylaws, memorandum of association, or other formation documents. If your documents are not in English, you will need to have them translated. Translations do not need to be certified.)
- Funder names and grant amounts for the past 5 years
Required questions. Required questions are shown by an asterisk (*).
Need help? If you have any questions as you fill out the Questionnaire, please click on the gray "+ Help" box near the top right of the screen. The Help box will display the email address for your NGOsource Customer Service Representative as well as links to the FAQs and Glossary. Your Customer Service Representative will be able to help you through the Equivalency Determination process.
If you have trouble connecting to the Internet, you will have the option to print out your application after the first question of the Questionnaire. Please contact your Customer Service Representative for assistance with mailing or faxing your application back to NGOsource.
Stop and come back. You may stop at any point and come back later to complete this application by clicking the Save button. Your answers will be automatically saved every 5 minutes.
We thank you for working with NGOsource to complete your Equivalency Determination.