Preliminary Proposal, Grant Application, Payment and Accountability :

1. Completing A Preliminary Proposal

The Preliminary Proposal form may be downloaded from this website in Microsoft ® Word format. If you are unable to download the form, please contact the Foundation, and we will be pleased to send the form to you via e-mail or through the mail.

Download the Preliminary Proposal Form

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Forms should be completed on the computer or typed. When complete, they may be transmitted to the Foundation as an e-mail attachment, or mailed.

Please do not exceed the space provided in the form. It is designed to provide an organizational and need “snapshot”; brevity and conciseness are encouraged. Please attach a list of your organization’s Board of Directors/Trustees and their contact information to the form when it is submitted.

2. Completing A Grant Application

Organizations invited to complete a formal grant application will be notified to that effect in writing following the review of all Preliminary Proposals.

Although the Foundation does not require applications to follow a strict format, each organization applying for a grant is expected to submit the following:

1. A cover letter from an official of the organization stating that the organization has formally approved the proposed project or program. The President or Chairman of the Board of Directors/Trustees must appear as a “copy to” addressee if the letter is signed by another individual.

2. A written proposal which includes the following information:

A brief description of the organization, its history and purpose.
A concise description of the grant request, including specific purpose(s), the benefits to be provided, and the needs to be met.
A detailed financial plan for the project including all sources of funding (secured/anticipated), all related expenses, and provisions for contingencies and ongoing support.
A brief biographical statement about the person who will conduct or supervise the proposed project or program.
Plans for evaluation of the project’s result and for sustaining it after grant funds expire.
Names, affiliations, and contact information of the organization’s trustees or directors, officers, administrators and principal staff.

3. Evidence that the organization is exempt from federal income tax under Section 501(c)(3) and is not classified as a private foundation or private operating foundation as defined in Section 509(a) of the Internal Revenue Code, and a certification from the organization that its status is unchanged.

4. A budget (income and expenses) and any financial statements for the current year, and financial statements for the prior two fiscal years (audited, if available). Such statements should include the amount(s) of any endowment(s), if any. A new organization should submit pro forma financial statements for at least two years of operation.

5. An Application Summary form. The Application Summary may be downloaded from this web site in Microsoft ® Word format. If you are unable to download the form, please contact the Foundation, and we will be pleased to send the form to you via e-mail or through the mail. Application Summaries should be completed on the computer or typed.

Download the Application Summary Form

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3. Grant Payment and Accountability

When an award is made, it will be communicated by letter stating the purpose or purposes for which the grant funds may be used. Grant funds may not be expended for any other purpose(s) without the Foundation’s prior written approval.

Any funds not expended or committed for the purpose(s) of the grant within the period stated in the award letter must be returned to the Foundation.

A written report on the use of the funds and the status of the project must be made to the Foundation no later than one (1) year after the payment of the grant. For multi-year grants, brief interim progress reports may be requested before installment payments are made. A final report for a multi-year grant should be submitted at the same time that the last grant installment is paid.