| Eligibility Requirements
1. Grant requests are considered only from organizations that
have established their tax-exempt status under Section 501(c)(3)
of the Internal Revenue Code and are not "private foundations"
as defined under section 509(a) of the Code, or have tax exemption
as a governmental or other publicly-funded entity.
2. Grant requests are considered only from non-profit organizations
that have a legal presence in California, Oregon, New Mexico,
Oklahoma and Hawaii.
Grant Application Checklist
1. The name, title, and telephone number of the Chief Administrative
Officer (organizations without paid staff should provide the name
and telephone number of the board president), and the name, title,
and telephone number of the contact person for the proposed grant,
if different from the above.
2. A narrative proposal describing the applicant organization,
the project for which funds are being sought, the persons to be
served and the number of persons affected.
3. A detailed budget for the proposed project, the grant amount
sought from the Foundation, and the date the funds will be needed.
4. A statement of how the funds will improve the organization
and how will it effect the future performance of the organization.
5. A complete account of the applicant's financial status including
the applicant's financial statements from the last fiscal year
and current year to date, and the applicant's most recent audited
financial statements (if any).
6. The names and occupations/affiliations of the applicant's
current Directors or Trustees.
7. A copy of the applicant's most recent determination letter
from the Internal Revenue Service stating that the applicant is
exempt from federal taxation as defined by Section 501 (c) (3)
of the Internal Revenue Code, and is a public charity (and not
a private foundation) as defined by Section 509 (a) of the Internal
Revenue Code. Please note the following:
8. A statement by the applicant on plans for sustaining the proposed
project or program beyond the grant period, if appropriate.
9. A donor list of all participants contributing funds to the
project or program. The applicant should note corporations, foundations,
and other major sources being approached to fund this proposal,
with dollar amounts indicating which sources are committed, pending,
or anticipated. Gifts from individuals may be grouped together,
as appropriate.
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