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LETTER TO THE COMMUNITY

GRANT
GUIDELINES

GRANTS LIST

FINANCIAL STATEMENTS

FORM 990-PF

BOARD OF DIRECTORS

GIFTS TO THE FOUNDATION

HEALTH NEEDS ASSESSMENT

The Austin-Bailey Health and Wellness Foundation is committed to supporting programs that promote the physical and mental well being of the citizens of our community.

The trustees of the Austin-Bailey Health and Wellness Foundation want to give your proposal the consideration it deserves. Your grant application is the most important stage in the Foundation's evaluation of your proposal. For this reason, you should address each question asked, specifically and completely.

The first step in the application process is to complete a "Grant Request Cover Sheet." This form, listing some of the basic information regarding your organization, will assist our grant committee in determining if your request for a grant will be a match with our mission in the community. You will be asked to provide the following:

• Objective(s) of the project
• Description of your organization
• Mission statement
• Copy of current year's budget
• Tax determination letter - 501©(3)
• Prior year's audited financial statements
• List of your board of directors

This information should give our review committee sufficient data to make a decision about the grant request. If not, we will follow up with a letter asking for clarification.

However, before attempting to complete any of the segments, please contact the Foundation's office by telephone at 330-580-2380. This could save valuable time in making your grant request. You will then receive specific instructions by mail to assist you in the process. Since incomplete proposals cannot be considered for funding, it is important that you follow the procedures outlined in our letters to you.

Grants are awarded twice a year. Application deadlines are June 30 and December 30. The Foundation's board of trustees meets in March and September to review grant applications. Applicants will be notified no later than sixty days after the board of trustees' meeting. You may submit your proposal at any time during the calendar year.

Those seeking Foundation funding must:

• Provide a current copy of IRS determination indicating their tax-exempt status.
• Serve part or all of the four county area of Holmes, Stark, Tuscarawas, and Wayne in Ohio.
• Provide a description of the organization and its activities.
• State the need to be addressed.
• Provide a brief description of the project or program and how it will address the health and wellness needs of the community.

Austin-Bailey Health and Wellness Foundation does not generally grant funds for the following:

• Annual appeals or membership drives.
• Fund raising events.
• Program advertising.
• Lobbying activities.
• Endowment funds.
• Organizations not classified as tax exempt by the IRS.

Any proposal which has not been prepared according to the guidelines provided will be considered ineligible.

Thank you for your interest in the Austin-Bailey Health and Wellness Foundation. Together, we can explore new ways to work for the greater good of our community.

The philosophy that guides the Austin-Bailey Health and Wellness Foundation is built on these concepts:

• We strive to act as responsible custodians of the Foundation's resources.

• We respect the dignity of all persons, regardless of age, race, gender, ethnic background or economic need.

• We support the empowerment of those in our community to make informed health and lifestyle choices.

• We support efforts to educate young people on the health issues that affect them.

• We welcome the opportunity to work with other Foundations and organizations to promote the principles of health and wellness.

• We emphasize healthcare issues of the uninsured and underinsured, the poor, children, single parents and aging.

• We encourage and support the efforts of those needing financial assistance to further their education in the healthcare field.