Member and Field Resources
Welcome, Members and Friends!
This page was created for you to find the resources, attachments, and guides needed to help you as a Member or Project Director, and for those interested in accessing the resources needed for fiscally sponsored projects. We are working diligently to keep items on this page up-to-date and growing. If you don't see something that you think would be important for you, please let us know!
We hope this section will provide you with all the necessary information needed to support your work, and to provide deeper transparency to those in the field who would like to understand what it takes to be a fiscally sponsored project.
Announcements
COMING SOON! Project HQ
In October 2025, we’ll be launching our Project HQ for fiscally sponsored projects, built on an app called Notion. Look for more information over the coming months, including workshops, one-on-one training sessions, and more.
The Project HQ will replace this webpage, incorporating the fiscal sponsorship manual, documents and forms, and how-to articles into a streamlined information hub.
Take a sneak peek! (Under construction; subject to change)
NEW PAY DATE starting July 2025
Starting in July, timesheets will be due on the 3rd of the month for the previous month. The pay date will be the 15th.
Platform Logins
Nexudus (space membership + message board)
The Portal (contracts + COIs + timesheets + other document requests)
Sage Intacct (finances)
Allyra (fundraising)
Notion (project HQ - UNDER CONSTRUCTION)
NOTE: With the Project HQ roll-out in October 2025, we will be sunsetting the old Portal and moving all document submission to Airslate. Want to try it out now? Use the following links:
Please email us with any questions or feedback about the new document submission process.
CALENDARS
Finance due dates + holiday closings (Google)
Grant report calendar (Google)
Manuals & Trust Information
Model A Fiscal Sponsorship Manual
Model C Fiscal Sponsorship Manual
CultureTrust Operational Trust Agreement
Summary Of CultureTrust's Directed Trust Model
Forms & Templates
NOTE: Templates and forms will be updated throughout spring and summer of 2025. Please check here for the latest versions.
FISCAL SPONSORSHIP FORMS
Model A (Comprehensive) Fiscal Sponsorship Agreement Template
Model C (Contributed-Only) Fiscal Sponsorship Agreement Template
Project Name Change Request Form
BUDGET TEMPLATES
CultureTrust Chart of Accounts
FINANCIAL FORMS
Blank Invoice to Pay Independent Contractors (Expense)
Blank Invoice to Receive Payment from Others (Revenue)
Credit Card Payment Authorization Form
Project-to-Project Funds Transfer Form
IN-KIND / VOLUNTEER FORMS
Project Staff Volunteer Hours Form
Pex Cards
PEX Card Initial Request Form (Request A New PEX Card)
PEX Card Refill Form (Add Funds To Your Existing PEX Card)
How To Load Your PEX Card Through SAGE/Intacct
How To Reconcile PEX Card Statements
Grant Attachments
What is the Fiscal Year?
Current Year: FY26 (July 1, 2025 - June 30, 2026)
Prior Year: FY25 (July 1, 2024 - June 30, 2025)
Audits & 990s
CultureTrust Audited Statement FY24
CultureTrust Audited Statement FY23
CultureTrust Audited Statement FY22
CultureTrust Audited Statement FY21
Charitable Documents
CultureTrust PA Bureau of Charitable Organizations (BCO) Certificate, Exp. May 2026
CultureTrust Greater Philadelphia IRS Determination Letter
CultureTrust Operational Trust Agreement (use if Articles of Incorporation or a charter are requested)
BudgetS & Unaudited Financials
CultureTrust Balance Sheet FY25 (unaudited)
CultureTrust Statement of Activities FY25 (unaudited)
CultureTrust Organizational Budget FY26
CultureTrust Organizational Budget FY25
CultureTrust Organizational Budget FY24
Allocation Fee Calculators
When prompted, select “Make a Copy” to save the calculator to your Drive:
Other
Board of Directors List 2025 - updated July 2025
William Penn Foundation - Info Sheet about Fiscal Project Applications
One-Sheets, How-Tos, and Other Information
Business Model Canvas Template & Guide
Allyra Info and Frequently Asked Questions
Guide To Crowdfunding With CultureTrust
Setting Up & Running Payroll Guide
CTGP Applying For Grants Guide
The Portal Guide (How to Add A New Person/Entity)
How To Reconcile PEX Card Statements
How To Load Your PEX Card Through SAGE/Intacct
How To Submit An Expense Request In SAGE-Intacct (Model A)
How To Submit An Expense Request In SAGE-Intacct (Model C)
How To Update Payment Information In Nexudus
New Hire/Employee Documents & Info
CultureTrust Employee Info Form
W9 Tax Form For Vendors & Independent Contractors
Independent Contractor Agreement Template
Employee Vs. Contractor Checklist
Employee Vs. Contractor Presentation
Employee Vs. Contractor Recording
Model C-Specific Templates, Instructions, & Documents
Model C Project Funds Draw Disbursement Form
Model C Disbursement Form Instructions
Model C Intellectual Property Ownership Explainer