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For funders

Documents for funders

Every document that exists for due diligence, in three groups: what is public now, what we share on request, and what does not exist yet. We would rather say "not yet" here than have you find out later.

Public now

The Technology Monastery is a project of Free For Charity, a US 501(c)(3) public charity, EIN 46-2471893. Its filings, profile and policies are Free For Charity's, and they are public.

Available on request

These exist and are shared with funders directly. Email Clarke Moyer at clarkemoyer@freeforcharity.org with the subject "Document request", or use the button below, and say which items you want.

  • Business plan, Draft 3The full plan: program, place, people, partnerships, five-year financials and the assumptions appendix behind every figure.
  • Five-year modelThe spreadsheet behind the plan: cost by line and year, support by source, the grant share each year, and the endowment arithmetic.
  • Budget narrativeA line-by-line explanation of year one and the five-year totals, in the form most foundation applications ask for.
  • Letter of inquiryA two-page introduction to the ask, suitable for a first contact with a program officer.
  • Proposal narrativeThe full proposal text: need, approach, outcomes, evaluation, sustainability and organizational capacity.
  • Logic modelInputs, activities, outputs and outcomes on one page, matched to the measures on the impact page.
  • Attachments checklistWhat accompanies a proposal, which items exist today, and which are listed below under Not yet.
  • Hiring kitsPosition descriptions, screening questions, scoring rubrics and the posting plan for both roles.
  • Compensation memoHow the salary bands and the housing, meals and site vehicle were set, with the regional wage comparables.
  • Partnership kitThe one-page introduction and draft terms we take to each prospective pipeline, school and vendor partner.
  • Board policy draftsOperating reserve policy, endowment fund policy, personnel, background-check and whistleblower policies. Draft, for board and counsel review.

Not yet

A funder's checklist will ask for some of these. They do not exist today, and we will say here when each one does.

  • Verified program countsPending board approval of which figures are public and the method behind each. Planning targets are labeled as such until then.
  • Adopted personnel policiesTo be adopted by the board before the first paid hire; the drafts above are not yet adopted.
  • Signed partner agreementsEvery partnership is planned or in conversation; none has a signed agreement yet, and the partners page says so for each.
  • Property documentsNothing about the property beyond the regional sentence is published: near Clear Creek State Park, Cook Forest State Park and Sigel, Pennsylvania. Site details are discussed with funders directly and not posted here.

Ask for what you need

Clarke Moyer at clarkemoyer@freeforcharity.org, or text 520-222-8104. Determination letter, the latest Form 990 and the board list come from Free For Charity on the same request.

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