The Foundation does not encourage
lengthy application letters. The
application letter should be concise
and include the following:
- Description and very brief history of the
applicant organization. A short narrative
on the success of the organization,
including overall financial stability.
- Description of the project.
- Statement of the purpose and goals of
the project.
- Number of people that will benefit from
the project.
- References to outside sources, materials
and research, if any, that have
demonstrated a need for the proposed
project.
- Time frame in which the project will be
undertaken and proof of a well-thoughtout
business plan.
- Documentation of the planning process
of the project for which funds are
sought.
- Amount of funds requested from the
Foundation.
- The total cost of the project.
- Other sources of funds for the project,
including the current status of other
funding requests.
- Name(s) of person(s) in direct charge of
project with brief biographical
information. Include comments on
qualifications and commitment of
personnel.
- How progress and success of the project
will be measured.
The following attachments should be
included with the application:
a) An income and expense budget for the
project, to include projected sources of
revenues.
b) A list of the Board of Directors and
their business or professional
affiliations.
c) IRS Letter of Determination of
501(c)(3) and public charity status,
State of California Exemption Letter
from the Franchise Tax Board, and
letter from chief financial officer of
the applicant stating that tax exempt
and public charity status has not been
revoked or modified.
d) A copy of the most recent audited
financial statement of the applicant. If
the applicant ended with an operating
deficit in any of the last four fiscal
years, an explanation of the reason and
corrective action taken to remedy the
loss.
e) A copy of the most recent fiscal year’s
entire filed IRS Form 990 of the
applicant, including all schedules.
(The Foundation may request prior
fiscal years, if needed).
If, after the initial screening, the Foundation
determines that it has sufficient interest to
warrant further consideration, the applicant
will be so advised and additional
information may be sought. In most cases,
site visits will then be scheduled.
Unless initiated by a Foundation Board
Director, personal communication with
individual Foundation Directors by
representatives of the applicant is not
encouraged.
All grant applications and other
correspondence should be directed in
writing as follows:
Michael D. Desler, Executive Director
Wayne and Gladys Valley Foundation
1939 Harrison Street, Suite 510
Oakland, CA 94612-3532
