Template for Simple Application
Yates Community Endowment – Grant Application
The Community Foundation
500 East Avenue
Rochester, NY 14607
www.racf.org
The Yates Community Endowment Advisory Board is a volunteer panel of community-minded Yates County residents who are knowledgeable about community needs and dedicated to improving the quality of life in Yates County.
The Advisory Board, on behalf of Rochester Area Community Foundation, is accepting applications from charitable organizations whose efforts strive to improve the quality of life and contribute to the strength of the local economy in Yates County. Preference will be given to collaborative projects or programs that leverage other resources and create a long-term positive impact on Yates County. The Advisory Board seeks to award grants that, as a group, will benefit a diversity of populations, purposes and geographic areas within Yates County. Grants will be awarded from the Yates Community Endowment Fund and the Robert F. Flickinger Memorial Fund of the Yates Community Endowment.
Criteria and eligibility guidelines:
· Applicants must be a 501(c)(3) organization or sponsored by a charitable, nonprofit organization;
· Funds must be used in Yates County and benefit Yates County residents;
· Successful applications will:
· Focus on an unmet need
· Address an important quality of life and/or economic development issue
· Offer broad community benefit
· Be rooted in the local community and build on local strengths
· Be preventive rather than remedial
· Avoid duplication with other programs or services
· Applicants must demonstrate that the project can be sustained if the project is expected to continue beyond the grant period; and
· Applicants must be able to measure the project’s success and its results in the community.
Grants will NOT support:
· Individual Yates County residents;
· Debt reduction;
· Religious activities, although non-religious activities provided through religious institutions are eligible for consideration; or
· Endowment campaigns.
Grant size: Grants will typically range between $1,000 and $5,000. Grants under $1,000 will be considered.
Proposal due date: Applications must be submitted online by 5pm on Monday, March 16, 2015. Awards will be announced in late May.
Joy Benson, Regional Coordinator
The Community Foundation
500 East Avenue
Rochester, NY 14607
(585) 341-4412
How to submit an application:
1. Complete the enclosed Applicant Organization Information Sheet for the organization submitting the request and the Program/Project Budget Sheet for the proposed project for which you are seeking funding. Provide a brief budget narrative to explain the budget. Do not staple documents or submit items in folders or binders.
2. Answer the following questions (A - F) as specifically as possible in four typed pages or less. Do not repeat information from one section to another:
A. Need and Demand
1. Summarize the need for your proposed project. Cite any research documenting the need, if possible.
2. Summarize customer demand for your proposed project. (Waiting lists, unfulfilled requests, etc…).
3. Demonstrate how the project meets the grant criteria.
B. Outcomes
1. What do you expect to achieve through this project?
2. How will you measure your progress and determine if you have reached your goals/desired outcomes?
3. When will you achieve the outcomes?
C. Project Description, Resources & Activities
1. Describe what you propose to do, how you will do it, and the resources that you will access or use.
D. Organizational Capacity
1. What is your organization’s mission and how does this project relate to it?
2. Describe experiences you have in implementing similar projects. If your organization has no similar experiences, please explain why you are qualified for this undertaking.
E. Links with other agencies
1. Provide the names and roles of collaborative partners, if any. Include letters of support if relevant.
F. Future
1. What is the future of this project beyond the grant period?
2. If it is to continue beyond the grant period, how will you support this project?
3. Provide the following four items with your completed application:
1. One copy of the IRS determination letter advising that your organization is exempt from taxes under Section 501(c)(3) of the IRS code and that the organization is not a private foundation as defined in Section 509(a);
2. A list of the organization’s Board of Directors with their affiliations;
3. A financial summary of your organization’s most recently completed fiscal year, including the original budget and actual revenue and expenses for that year; and
4. An Annual Report.
YATES COMMUNITY ENDOWMENT APPLICATION
THE COMMUNITY FOUNDATION
APPLICANT ORGANIZATION INFORMATION SHEET
Name & address of applicant organization: / Is the name at the left the same as it appears on the IRS 501(c)(3) Letter of Determination? __yes __noIf not, explain:
Telephone number:
Fax number:
E-mail: / For current fiscal year:
Organization’s total budgeted revenue:
Organization’s total budgeted expenses:
Fiscal year: ______to ______
Revenue Sources for organization:
Chief Executive Name and Title:
9-digit Federal Employer ID #:
Year organization incorporated: / ___ % government (city, county, state,
federal)
___ % United Way
___ % membership / ___ % fees
___ % grants
___ % investment income
___ % fund raising (e.g. events, gifts, bequests, etc.)
Information for This Request
Name of this program or project:Program/project contact person: / List other potential and actual sources of support - put an “*” by those committed, noting any matching fund requirements.
Amount Funder
Name:
Phone number:
Total cost of this effort:
Amount requested from this funder:
Type:
__Capital
__ Construction
__ Renovation
__ Equipment
__Program/Project
__General Support
__Other (describe) / List major funders of this program/project for past two years if applicable:
Amount Funder
Date funds needed by:
Date by which funds will be spent:
Yates Community Endowment APPLICATION
THE community foundation
Program / Project Budget Sheet
Provide the requested information for the program or project for which you are seeking this grant.
SUPPORT / REVENUE
Total Anticipated Support/RevenueRequested grant per this application
Fundraising or special event revenue
Other foundation or corporate grants
Government grants or contracts
United Way support
Other contributions
Fees for service
Sales revenue
Membership dues
Investment income
TOTAL Support/Revenue
EXPENSES
Total Expenses for Program/Project / Expenses to be Covered by Requested GrantSalaries
Fringe benefits
Professional fees (contracts, consultants)
Evaluation
Training
Travel/meeting expenses
Occupancy
Phone, fax, information technology
Printing/postage
Supplies (consumable)
Equipment
Subtotal: Direct Expenses
Proration: General/Management Overhead
TOTAL Expenses
Include a brief budget narrative of no more than one page to explain your budget (i.e. number of staff, type of consultant, number of trainings, etc.).