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.
Platform Logins
Nexudus (space membership + message board)
The Portal (contracts + COIs + timesheets + other document requests)
CALENDARS
Finance due dates + holiday closings (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
Fiscal Sponsorship Forms & Templates
Model A (Comprehensive) Fiscal Sponsorship Agreement Template
Model C (Contributed Income Only) Fiscal Sponsorship Agreement Template
Fiscal Sponsorship Annual Recertification Form (All Models)
CultureTrust Chart of Accounts
Reimbursement Request Form (Fillable PDF)
Project-to-Project Funds Transfer Form
Project Name Change Request Form
PEX Card Initial Request Form (Request A New PEX Card)
PEX Card Refill Form (Add Funds To Your Existing PEX Card)
Project Invoice Form (Use This To Bill Others For Work Your Project Does)
Credit Card Payment Authorization Form
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: FY25 (July 1, 2024 - June 30, 2025)
Prior Year: FY24 (July 1, 2023 - June 30, 2024)
Most Recent Audit Year: FY23 (July 1, 2022 - June 30, 2023)
Audits & 990s
CultureTrust Audited Statement FY23
CultureTrust Audited Statement FY22
CultureTrust Audited Statement FY21
Charitable Documents
CultureTrust PA Bureau of Charitable Organizations (BCO) Certificate, Exp. May 2025
CultureTrust Greater Philadelphia IRS Determination Letter
CultureTrust Operational Trust Agreement (use if Articles of Incorporation are requested)
Financial Statements & Budget
CultureTrust Organizational Budget FY25
CultureTrust Organizational Budget FY24
CultureTrust Balance Sheet - YTD as of September 30, 2024
CultureTrust Statement of Activities - YTD as of September 30, 2024
Other
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