GUIDELINES APPLICATION CONTRIBUTIONS CONTACT
PROPOSAL CHECKLIST

The following list pertains only to those organizations serving low-income adults. Proposals that fall under the guidelines for small churches in small communities are accepted by invitation only.

  1. Proposal which includes:
    • Overview of the organization (i.e., primary goals, needs or problems being addressed, population served)
    • Description of the project for which you are seeking support
      • Statement of purpose and the needs being addressed by the project
      • Population served and how they will benefit from the project
      • Project timeline/anticipated project duration
    • Brief biography of the executive director and key project staff

  2. Project budget
    • if it is a two-year request, please include a two-year projected budget
    • include a list of foundation, corporate and other support applied to the budget

  3. Current fiscal year organizational budget
    • also include a projected budget for upcoming year (if available)
    • indicate if the organization has an endowment
      • quote the most recent value of the corpus
      • indicate if the funds are permanently restricted or board restricted

  4. List of foundation and corporate supporters
    • include a list of funders for the current fiscal year
    • also provide a list from the most recently completed fiscal year
    • include foundation and corporation names and amounts

  5. Board of directors or trustees list
    • include affiliations

  6. Annual report (most recent, if available)

  7. Audited Financial Statements (final or draft copy from the most recent fiscal year)

  8. Form 990 (most recent)

  9. IRS 501(c)(3) determination letter
Materials should be mailed to:
The Frank E. Clark Charitable Trust
c/o Connie Giampapa, Program Officer
JPMorgan Private Bank, Philanthropic Services
345 Park Ave., 4th Fl., NY1-N040
New York, New York 10154-0004
The Philanthropic Services department of JPMorgan Private Bank offers advisory, grantmaking and administrative services to client foundations.
www.foundationcenter.org