Background and Guidelines :

1.  About our Founder: Beirne Blair Carter (1924 – 1989)

Beirne B. Carter, Bullpasture River, Virginia

The Beirne Carter Foundation was established in 1986 by Beirne Blair Carter, Chairman and Chief Executive Officer of Carter Machinery Company, Inc. of Salem, Virginia.

At the time he created the Foundation, Mr. Carter placed an emphasis on health, education, local history, nature, ecology and youth as areas where he foresaw opportunities to help.  At the same time, he stated that he did not wish to restrict the Foundation and expected it “to respond in a flexible manner to changing needs.”

Prior to his death in 1989, Mr. Carter made several significant grants, including:

  • The North Cross School, Roanoke, Virginia – $4,000,000
  • St. Christopher’s School, Richmond, Virginia – $1,000,000 (the largest gift received as of that time)
  • University of Virginia, Charlottesville, Virginia – $3,500,000 leading to the establishment of the Beirne B. Carter Center for Immunology Research.  Additional areas of support included the McIntire School of Commerce, Darden School of Business, and Nursing School.
  • Virginia Military Institute, Lexington, Virginia – $250,000

Mr. Carter was a native of Richmond, Virginia and graduated from St. Christopher’s School.  He attended Virginia Military Institute before being called to active duty in the United States Army in World War II.  For wounds received in Achen, Germany, Mr. Carter received the Purple Heart.  Following the war, Mr. Carter resumed his studies at the University of Virginia where he received a Bachelor of Science in Commerce degree from the McIntire School in 1948.

Mr. Carter began his business career with Virginia Tractor Company, Inc. in Richmond, a firm founded by his father, Robert Hill Carter.  In 1952, Mr. Carter established Carter Machinery in Roanoke as a separate Caterpillar dealership, covering southwest Virginia and areas of southern West Virginia.  In 1988, Carter Machinery expanded its territory to cover most of the Commonwealth of Virginia and to become one of the largest and most successful Caterpillar dealerships in the country.

In the area of philanthropy, Mr. Carter will be remembered not only for his generosity but also his vision.  Perhaps, the finest example of both was the creation and initial funding of the Beirne B. Carter Center for Immunology Research at the University of Virginia.  Mr. Carter was also interested and supportive of many less noteworthy projects, particularly those involving organizations without ready access to funding.  Mr. Carter never forgot the challenging times involved in beginning a business.  Behind his desk was a framed copy of a commercial note in the amount of $10,000 that one of his earlier bankers had “called”.

The Beirne Carter Foundation, although founded by a former chief executive officer of Carter Machinery Co., Inc., is an independent charitable organization with no connection to any other corporate entity.

2.  Applicant Criteria, Foundation Interests, Grant Purposes

Applicant Qualifications

To be eligible for grant consideration, an applicant must qualify under IRS regulations as tax exempt and not be a private operating foundation as defined by the IRS.  Generally, grants will not be made to organizations supported primarily by government funds or to religious organizations. Grants are not made to individuals.

Approach to Grant Making

Grant making has been prioritized in order of its importance (1 through 3) to the Foundation, as follows:

(1)  Board directed grants (to organizations identified by the Board),
(2)  Grants to organizations located in the Richmond and Roanoke, Virginia metropolitan areas, and
(3)  Grants to other organizations located in Virginia with which the Foundation has had an extensive grant making history.

The Foundation has two grant making cycles per year – spring and fall.  It employs a two step approach: an initial preliminary proposal which, if approved, will be followed by a formal application.  The process is fully explained in Grant Making Process.

Given its increased emphasis upon “Board Directed Grants,” the Board urges any organization considering submission of a preliminary proposal to review the guidelines contained in this section with care and to contact the Foundation beforehand with any questions.  In the past, numerous organizations have prepared proposals for “interests” and “purposes” that have been totally inconsistent with Foundation guidelines.

Foundation Interests

Despite the broad range of funding interests in past years, current grant emphasis is generally limited to the following:

(1)  Healthcare and medical research, including the Beirne B. Carter Center for Immunology Research,
(2)  Early childhood development,
(3)  Education (K – 12),
(4)  Ecological and environmental initiatives and education, and
(5)  Social and community welfare initiatives (with emphasis on underserved/un-served individuals of all ages).

Grant Purposes

Although the Foundation has not adopted hard and fast rules governing purposes for which it will award grants, it has become clear that certain purposes align more closely with Board thinking than others.  These are:

  • assisting existing organizations seeking to begin new, impactful, and ultimately, self-sustaining programs,
  • leveraging established and successful programs in innovative ways that will broaden benefits and increase numbers of persons served, and
  • supporting capital projects, including equipment acquisition and facilities (e.g. replacement, new construction/expansion, renovation, etc.).

The Foundation will not consider proposals

  • from organizations located outside the Richmond and Roanoke areas with which the Foundation has not had an extensive grant making history,
  • from local chapters of national associations and societies,
  • from educational institutions unless there is or has been a direct Carter-Hutcheson family connection,
  • for new venture start-up expenses,
  • for endowment funds (including scholarship funds), debt reduction, or funding of deficits, or
  • to support operating expenses associated with ongoing programs or activities (e.g., camper-ships, scholarships, stipends, honoraria, retreats, etc.) or other general administrative expenses (e.g., salaries, rent, office supplies, materials, etc.).

Request Frequency; Wait Period

There is no frequency limitation on the submission of preliminary proposals.  However, only one proposal per organization will be considered in a single cycle.  Generally, declined proposals should not be resubmitted for the same purpose.

Organizations that have been awarded a grant should wait at least three years before submitting a new grant request.

►Next Deadline Date

Twelve Noon on February 1, 2017.

3.  Foundation Giving History

Since 1989, the Foundation has awarded grants totaling $30.2 million involving health, education, local history, conservation and preservation, nature and ecology, and social/community welfare.

4.  Beirne B. Carter Center for Immunology Research

25th Anniversary Symposium – Beirne B. Carter Center for Immunology Research. From Left to Right: Dean of the University of Virginia School of Medicine Dr. David S. Wilkes, Executive Vice President for University Health Affairs Dr. David Shannon, Director of the Beirne B. Carter Center Dr. Victor Engelhard, and President of the Beirne Carter Foundation Rossie Hutcheson

25th Anniversary Symposium – Beirne B. Carter Center for Immunology Research. From Left to Right: Dean of the University of Virginia School of Medicine Dr. David S. Wilkes, Executive Vice President for University Health Affairs Dr. David Shannon, Director of the Beirne B. Carter Center Dr. Victor Engelhard, and President of the Beirne Carter Foundation Rossie Hutcheson

The Beirne B. Carter Center for Immunology Research (BCIC) at the University of Virginia was founded through the generosity of Beirne B. Carter, and the Foundation continues to support its efforts.  The researchers in the BCIC work to provide a better understanding of hepatitis C, influenza, cancer, RSV, AIDS, and autoimmune disorders, helping find new treatments and cures.  Research “seed funds” from the Foundation have resulted in advances in human health, as well as significant NIH funding and other grant support for researchers in the Center.  In 2002, the Foundation made a $5,000,000 multi-year pledge toward expansion of the BCIC into new space in a new medical research facility at the University named the Carter-Harrison Research Building.

The Carter-Harrison Research Building, completed in 2009, is a 150,000 square foot research facility that brings together nationally renowned experts in immunology, infectious diseases, and cancer. BCIC currently occupies an entire floor of the new building and is strategically located near other researchers with similar interests. The research conducted in the Carter-Harrison Building will provide hope for millions whose immune systems are functioning improperly, or those who have been ravaged by infectious disease or cancer.

We invite you to visit the Immunology Center’s website at http://www.healthsystem.virginia.edu/internet/cic/ .

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