€¦ · Web viewList below the top twenty-five corporations, foundations, and/or other contributors that have made donations to your organization in the last two (2) fiscal years

2018 TRENDS CHARITABLE FUND GRANT APPLICATION TIMELINE

Monday, June 5, 2017: Applications and Guidelines Available

Thursday, August 31, 2017: Application Postmark Deadline

October 2017: Trends Charitable Fund Board Review of Applications

November 2017: Announcement of 2018 Grant Recipients

APPLICATION INSTRUCTIONSBefore beginning this application, please read the separate “TRENDS Charitable Fund Grant Application Guidelines: General Information, Instructions and FAQs .” Both the guidelines and application are in Word format files and are available by either (1) e-mailing [email protected] or (2) going online at www.trendscharitablefund.org. If you should encounter any difficulties with downloading or opening the application and/or guidelines files, please e-mail [email protected].

INQUIRIESIf after reading the FAQs you still have questions, you may e-mail your questions to the TCF Grants Chairman at [email protected] .

APPLICATION SUMMARYSection 1 – Organization’s ProfileSection 2 – Organization’s Contact InformationSection 3 – Program Request SummarySection 4 – Insert Two Letters of RecommendationSection 5 – Financial Summary

Part A – Organization’s Financial Summary for Most Recently Complete Full Fiscal Year

Part B – Insert Organization’s Most Recent Full Fiscal Year Financial Statements Part C – Financial Summary for the Current Year to DatePart D – Insert Organization’s Current Year to Date Revenue and ExpensesPart E – Insert Organization’s Current Year Detailed Line-Item BudgetPart F – Program’s Financial Summary Part G – Insert Program Line-Item BudgetPart H – Fundraising ActivitiesPart I – Contributors’ List

All items listed are essential to be eligible. Please be certain to include the most recently COMPLETE FULL FISCAL YEAR. In addition, include any CURRENT YEAR TO DATE REVENUE AND EXPENSES. Failure to include the past year’s complete financial data as well as all information for the current year, and failure to sign the application will render your application ineligible.

12018 TCF GRANT APPLICATION CONFIDENTIAL

mailto:[email protected]


http://www.trendscharitablefund.org/


SECTION 1 – ORGANIZATION’S PROFILESelect tab button or arrow keys to navigate between columns. Use the mouse to scroll up and down and/or click on columns. Select “control home” to return to Section 1 of this application.

Organization’s Name Mailing Address: Street City State, Zip Phone Number Website Address Geographic Area Served by Organization

Total Program Budget ($XXX,XXX) Grant Amount Requested for Program ($XXX,XXX) Program Start Date (mm/dd/yyyy) Estimated Program End Date (if applicable)

If applicable, select the following special funding considerations. (Answer Yes/No or n/a)Match - Funds awarded to match percentage of funds raised from other sources. Challenge- Funds awarded under condition of funding amount raised in specific period of time Capital Campaign (if applicable)

IF APPLICABLE, LIST PAST TRENDS CHARITABLE FUND GRANTS (YEAR/$XXX,XXX)1. TCF Grant 2. TCF Grant 3. TCF Grant

UNITED WAY GRANT RECIPIENT? (Answer Yes/No or n/a) If so, year and amount

ORGANIZATION’S BACKGROUND/MISSION

Fiscal Year Start and End Date (mm/dd/yyyy) Total Operating Budget for Last Fiscal Year 501(c)(3) Tax ID# 501(c)(3) Tax Exemption Date (mm/dd/yyyy)


SECTION 2 – ORGANIZATION’S CONTACT INFORMATION

Organization Director/CEO/President - Please identify the primary contact for your organization. This is the person to whom we will address correspondence about our funding decision.First Name, Middle Initial, Last Name Title Email Address Mailing Address: Street City State, Zip Direct Line Phone Number Fax Number

I, an Officer/Director of the organization listed below, hereby certify that the organization has received a ruling from the IRS that it is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code and that the organization is not a private foundation as defined in Section 509(a) of the Code. I further certify that said exemption ruling is still in effect and has not been revoked or amended.

SignatureName and Title Organization Date

Primary Contact for the Program Grant Request - Please identify the primary contact for your organization’s program grant request, if different from above. This is the person to whom we will address questions about the program funding request. (If your charity is selected, and in the event there is a change in contact information during the funding year, you will make certain to notify TCF of these changes).First Name, Middle Initial, Last Name Title Email Address Mailing Address: Street City State, Zip Direct Line Phone Number Fax Number


X

SECTION 3 – PROGRAM REQUEST SUMMARY

Program Name

Program Summary - In space provided briefly describe your requested program mission, population served, benefit to women, children and families, and any other pertinent information.

Program Director Name Brief Description of Program Director’s Qualifications

What number of individuals will your program serve? Please explain how you arrived at your number.

What will the cost per individual the program serves be? Please explain how you arrive at your number.


Program Area - Place an “X” in the area the proposed grant best addressesHealth and Human ServicesEducation (Check which area applies) Foundation Public School Private School Charter SchoolRehabilitationRecreation and AthleticsArts

How do you plan to sustain your program once TCF funding is no longer available?

Describe any partnerships with other organizations that you will use for your program, if applicable.


What makes your program uniquely deserving of this grant?

What methodology is your organization using to measure the outcomes of your requested program?


Using the following format, describe your program action plan. Note: This is not a “to-do” list, but a pre-identified plan to achieve measurable outcomes. Schedule and Action Plan listed below will be reviewed by TCF approximately six months after payment of the initial installment.

ACTION ITEMRESPONSIBLE

PARTYTARGET

DATE


If chosen as a grant recipient, will your organization agree to report back at least twice to the TCF Board, including prior to the issuance of the second installment of the grant funds, on the status of the program administration during the course of the grant year from January 2018 through December 2018? (Answer Yes/No)

If chosen as a grant recipient, will your organization agree to provide volunteers at both of the TCF annual fundraisers? (Answer Yes/No)

SECTION 4 – LETTERS OF RECOMMENDATION

Insert here two (2) letters of recommendation.1. One (1) letter from a person or client served by your organization 2. One (1) letter from an agency or company that has either collaborated with your

organization, or has provided funding to your organization, or has directly benefited from your organization’s programs.

YOU DO NOT HAVE TO RETURN THIS BLANK PAGE


SECTION 5 – FINANCIAL SUMMARYPART A – ORGANIZATION’S FINANCIAL SUMMARY FOR MOST

RECENTLY COMPLETE FULL FISCAL YEAR

Complete the following information for your organization’s most recently complete full fiscal year.

Fiscal Year (Start and End Dates)

REVENUE

CATEGORY AMOUNTPERCENT OF

TOTALInvestment Income Foundation/Corporation Government Services United Way Individual Gross Fundraising (Special Events) Fee for Service Other (Explain) Other (Explain) Other (Explain) TOTAL REVENUE $0.00 100%

EXPENSES

CATEGORY# OF

EMPLOYEES AMOUNT PERCENT OF TOTALExecutive Salaries Staff Administration Salaries Program Staff Salaries General Administrative Costs Fundraising Program/Services Other (Explain) Other (Explain) Other (Explain) TOTAL EXPENSES $0.00 100%


SECTION 5 – FINANCIAL SUMMARYPART B – INSERT ORGANIZATION’S MOST RECENT

FULL FISCAL YEAR FINANCIAL STATEMENTS

Insert here your organization’s most recent full fiscal year audited financial statements (IRS Form 990) or unaudited financial statements as defined by Generally Accepted Accounting Principles (GAAP).



SECTION 5 – FINANCIAL SUMMARYPART C – FINANCIAL SUMMARY FOR THE CURRENT YEAR-TO-DATE

Complete the following information for your organization’s actual finances for current fiscal year-to-date. Attach current year-to-date revenue and expenses compared to previous year for the same period.

Fiscal Year (Start and End Dates)

REVENUE


TOTALInvestment Income Foundation/Corporation Government Services United Way Individual Gross Fundraising (Special Events) Fee for Service Other (Explain) Other (Explain) Other (Explain) TOTAL REVENUE $0.00 100.00%

EXPENSES

CATEGORY# OF

EMPLOYEES AMOUNT PERCENT OF TOTALExecutive Salaries Staff Administration Salaries Program Staff Salaries General Administrative Costs Fundraising Program/Services Other (Explain) Other (Explain) Other (Explain) TOTAL EXPENSES $0.00 100.00%


SECTION 5 – FINANCIAL SUMMARYPART D – INSERT ORGANIZATION’S CURRENT YEAR-TO-DATE FINANCIAL

STATEMENT

Insert here your organization’s current year-to-date revenue and expenses compared to previous year for the same period.



SECTION 5 – FINANCIAL SUMMARYPART E – INSERT ORGANIZATION’S CURRENT YEAR DETAILED LINE-ITEM BUDGET

Insert here your organization’s current year detailed line-item budget, including budget verses actual.



SECTION 5 – FINANCIAL SUMMARYPART F – PROGRAM’S FINANCIAL SUMMARY

Complete the following information for the program for which you are requesting funding.

REVENUE


TOTALInvestment Income Foundation/Corporation Government Services United Way Individual Gross Fundraising (Special Events) Fee for Service Other (Explain) Other (Explain) Other (Explain) TOTAL REVENUE $0.00 100%

EXPENSES

CATEGORY# OF

EMPLOYEES AMOUNT PERCENT OF TOTALExecutive Salaries Staff Administration Salaries Program Staff Salaries General Administrative Costs Fundraising Program/Services Other (Explain) Other (Explain) Other (Explain) TOTAL EXPENSES $0.00 100%


SECTION 5 – FINANCIAL SUMMARYPART G – INSERT PROGRAM LINE-ITEM BUDGET

Insert here a detailed program line-item budget for (a) the current fiscal year for existing programs or (b) detailed line-item budget for proposed programs.



SECTION 5 – FINANCIAL SUMMARYPART H – FUND RAISING ACTIVITIES

List below all the fundraising activities your organization has scheduled from September 1, 2017 to August 31, 2018.

DATE EVENT/ACTIVITYPROJECTED

GROSS REVENUE

($XXX,XXX)

PROJECTED NET

REVENUE($XXX,XXX)


SECTION 5 – FINANCIAL SUMMARYPART I – CONTRIBUTORS LIST

List below the top twenty-five corporations, foundations, and/or other contributors that have made donations to your organization in the last two (2) fiscal years and the dollar value each has given. NOTE: List in the order of highest dollar amount first, down to lowest amount.

CONTRIBUTOR AMOUNT1. 2. 3. 4. 5. 6. 7. 8. 9.

10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25.


Documents

€¦ · Web viewList below the top twenty-five corporations, foundations, and/or other contributors that have made donations to your organization in the last two (2) fiscal years