of
Indiana Yearly Meeting of the Religious Society of Friends
This application should be completed, and returned to Indiana Yearly Meeting Office, 4715 N. Wheeling Ave, Muncie, IN 47304. Phone: 765-284-6900, 800-292-5238.
Application Date________________Meeting's Tax ID Number_________________________
Monthly Mtg Name______________________Loan Amount Requested $_________________
Loan Purpose (Explain in detail, giving estimated costs of remodeling or improvements or new construction. Attach sketch of proposed improvement if applicable.)
1. Pastor's Name & Address____________________________________________________
_____________________________________________________________________________
Phone______________________E-mail________________________Full or Part-time_______________
2. Presiding Clerk's Name & Address_____________________________________________
______________________________________________________________________________________
Phone___________________E-mail_______________________________________________
3. Building Comm. Clerk's Name & Address_________________________________________
______________________________________________________________________________
Phone___________________E-mail_______________________________________________
4. Treasurer's Name & Address__________________________________________________
_____________________________________________________________________________
Phone___________________E-mail_______________________________________________
5. Trustees Clerk's Name & Address__________________________________________
_____________________________________________________________________________
Phone___________________E-mail________________________________________________
6. Membership: Number of Active Members (adult)_______________________
Number of Associate Members (children)__________________
7. List the regular services held by your Meeting (Sunday School, Meeting for
Worship,
Youth Groups, Mid-week Services, etc.)
_____________________________________ _____________________________________
_____________________________________ _____________________________________
_____________________________________ _____________________________________
_____________________________________ _____________________________________
_____________________________________ _____________________________________
Average Worship Attendance_________ Average Monthly Mtg Attendance__________
9. Monthly Mtg date when the Loan Application for your project was
approved___________________
(Please include a copy of Minute)
10. Is the Meeting united in this proposed expansion program?_________________________
11. Is the Meeting current in their assessment giving to Indiana Yearly Meeting?_________________
12. List all property, real and major personal, owned by the Meeting, giving a
description of each
parcel of real estate.
________________________________________________________________________________
________________________________________________________________________________
_______________________________________________________________________________
13. Does the Meeting carry Public Liability and Property Damage Insurance? ______________
If so, how much? $__________________________________
14. Does the Meeting carry Workmen's Compensation Insurance?______________________
15. List all indebtedness of the Meeting:
To whom owed___________________________________________________________________
Purpose for debt_________________________________________________________________
Amount owed $___________________________Date originally incurred___________________
How and to whom secured (mortgage or personal guarantee)?__________________________
How payable?____________________________________________________________________
How much, if any, is past due?_____________________________________________________
16. Financial Report for last full fiscal year. Date year ended:____________________________________
(If a printed report, giving substantially the information requested below is available, a copy of such report may be attached in lieu of the following schedule.)
Receipts:Total contributions from membership for regular budget $_________________________
Total contributions from membership for special purposes $_________________________
(Please itemize larger amounts:)
______________________________________ _______________________________________
_____________________________________ _______________________________________
Income from Endowments, Investments, or Trust Funds $_________________________
Other Income (itemize larger amounts) $_________________________
____________________________________ _________________________________________
____________________________________ __________________________________________
Other:______________________________________________ $_________________________
Total Receipts for all purposes: $_________________________
Total Expenditures: $_________________________
17. Total of Budget for current fiscal year $_________________________
18. Has an "Every-member Canvass" of the membership been made to provide the funds for this
budget?______If so, how much has been pledged?__________How many families have pledged?______
If no canvass has been made, what plans are being made to raise the needed funds?
_______________________________________________________________________________
________________________________________________________________________________
19. If any Endowment of Trust Funds are held by the Meeting or by any party for the Meeting's benefit, give brief list of such funds, and by whom held:
_________________________________________________________________________________________
________________________________________________________________________________
What are they
for:________________________________________________________________
_______________________________________________________________________________
What do they do with them:_______________________________________________________
_______________________________________________________________________________
20. Explain in detail the Meeting's plans for raising funds for repayment of the loan requested:
_______________________________________________________________________________
_______________________________________________________________________________
21. Person to whom any communication regarding this application should be sent:
Name &
Address_________________________________________________________________
_______________________________________________________________________________
Phone_____________________________ E-mail____________________________________
22. Signed on behalf of________________________________________________Monthly Meeting.
________________________________________ ______________________________________
(signature) (printed name)
Official capacity of person signing application:_______________________________________
Date:____________________________________
Page 4