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Grant Guidelines

Do you provide grants to public schools?

While the Foundation does consider requests for projects and programs to benefit public education in Los Angeles, it generally does not provide support to individual public schools.

Do you fund capital campaigns?

Yes. Grants are made both for specific programs and for capital expenditures such as equipment purchases, construction or renovation. We do not fund the cost of running a capital campaign. We recommend that you review the sections under Guidelines and Limitations for additional funding information.

Do you fund scholarships?

The Foundation does provide scholarships to a select group of pre-collegiate independent schools and outstanding private universities and colleges in southern California. These institutions were carefully selected over the years. The Foundation limits its scholarships to these institutions, rarely making exceptions to institutions outside of these programs. We provide scholarship support only to nonprofit institutions; individuals are not eligible.

Applying for a Grant

Can you send me an application?

There are no ‘application’ forms to use in applying for a grant. The Foundation accepts letters of inquiry or full proposals, directed to the Foundation’s Managing Director. See the sections on How to Apply, Letter of Inquiry and Grant Requests.

Can we meet with someone to discuss a possible proposal? Can a program officer come and visit our agency or may we come and do a presentation about our program?

We recommend that you initially submit a Letter of Inquiry describing the project for which you are seeking funds. If you have questions about the letter of inquiry, please call the Foundation for clarification. Meetings with the staff at the Foundation prior to submission of a letter are generally discouraged. If the Foundation accepts a proposal for review, a program officer will contact you to decide if additional information or a meeting or site visit is required.

Do you conduct site visits for all grant requests?

Contact with applicant agencies is a high priority. The program officers will determine the most appropriate methods by which to gather the information they need for a review and will arrange site visits accordingly.

Must we submit an audited financial statement with our application?

Yes. Please submit audited financial statements, with all attachments and reports, for the two most recent years. If the organization is not subject to an audit requirement or has not yet received the most recent year’s independent auditors’ report, submit a compilation or year-end financial statements with budgeted and actual revenues and expenses.

What should we tell you about other funding sources?

There are two types of information we need about funding sources:

First, the major sources of your organization’s revenue including government agencies, individuals (in the aggregate), foundations and corporations, fundraising events, program fees, earned income, etc. Provide the name or description of each source and the amount contributed.

Second, all sources of funding for the project for which you are seeking our support. Provide the name or description of each source, the amount requested or contributed, and whether the funds are pending or committed.

Do not identify individual donors by name; rather, provide the total amount contributed by all individual donors.

May I hand-deliver a request?

Please send your letter of inquiry or proposal via postal services. Due to limited staffing, we are not able to accommodate visits to the Foundation’s offices unless arranged by a program officer or the managing director.

Our proposal was declined. Can you tell us why?

Competition for grant funds is intense and a number of factors determine if a proposal is declined. Frequently, it is because we are unable to fund every request we receive. The staff and Board of Trustees look for exemplary programs and projects that best meet the Foundation’s current priorities.

How much would be appropriate to request?

We look at the amount needed for each specific proposal in terms of the scope of the work and expected outcomes. The Foundation rarely provides sole support for a project and prefers that the entire cost of the project be funded through multiple sources.

What is the maximum grant amount that you fund?

We have not established maximum dollar amounts, but rather look at the amount needed for each specific project based on the scope of the work. As similar requests are reviewed throughout the year, it is to your advantage to present a cost-effective budget.

Grant Reporting

What are the grant report requirements?

Reporting requirements are unique to each grant and will be sent to you as a separate document in the same envelope as the transmittal letter. Please note the grant report deadline on the top of this document.