S. D. Bechtel, Jr. Foundation

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PROGRAM AREAS
PRIMARY PROGRAM AREAS
SECONDARY PROGRAM AREAS

[ For Grantees ]

Proposals
The Foundation does:

support non-profit organizations providing quality programs in: Science, Technology, Engineering and Math (STEM) Education, Environment, General Education and Youth Development and Preventative Healthcare Programs and Selected Research Projects
provide Capital Support
provide Operational Support
provide Project Support
focus on organizations working in the San Francisco Bay Area

The Foundation does NOT:

accept unsolicited proposals
make grants to individuals
make grants for endowment purposes

Grants typically range from $5,000 to $25,000.

Grant Application Procedures
The Foundation reviews proposals that have been invited for consideration on a continuous basis. Proposals received after October 1^st will be reviewed in the next calendar year.

If invited to submit a proposal, please provide the following:

Cover Letter – Signed by President or Executive Director requesting support

Proposal - To be organized under the following headings:

Executive Summary
Background -- A brief statement of the organization's history, mission, and goals
Description -- A description of the proposed work, the project's necessity, and the target population it addresses
Request Amount
Organization Budget and Project Budget -- Detailed
Timeline -- Including project/program scheduled benchmarks
Intended Outcomes
Evaluation Method and Tools
Project Funding -- All sources, including levels of committed and projected philanthropic contributions
Long-Term Plan for Sustainability -- If applicable

Attachments:

Organization's most recent audited financial statements; if audited statements are not available, internal statements with a copy of the most recent 990 Form should be submitted
Documentation of Tax-Exempt Status including:
- Copy of IRS Determination Letter
- Confirmation of being currently in good standing (See Non-Profit Documentation Form)
- Grantee Self-Designation Form with applicable documents
Most recent annual report
List of the governing board
Key staff members' bios
Contact information

Organizations that receive grants will be asked to sign a Grant Agreement and provide a Grant Report. See Grant Report Requirements and the Foundation's Indirect Costs Policy below.

Non-Profit Documentation Form
In addition to including your organization’s IRS Determination Letter as requested above, please read the statement below and return with an authorized person’s signature.

By signing below, I confirm that ________________________ is a non-profit organization in good standing with the I.R.S. The organization agrees to notify the S. D. Bechtel, Jr. Foundation should its non-profit status change in the future.

Signed,

______________________________ ___________
Name Date

_______________________________________________
Title

grantee self-designation Form

Organization Name: ___________________________________
EIN: _____________ IRS Classification(s): _________________

Is your organization a Supporting Organization? (Supporting organizations are legitimate public charities with an IRC Sec. 501(c)(3) designation and a further classification of IRC Sec. 509(a)(3).)

__ No. _____________________ is not a supporting organization.
If you answered “No”, please attach a copy of your organization’s determination letter from the IRS and return with signed form.

__ Yes. ________________________ is a supporting organization.
If you answered “Yes”, please check the box below that describes the type of supporting organization.

Also, please attach the following to this signed form: (1) A recent letter from the organization’s legal counsel that certifies the type of supporting organization, (2) A list of the supported organizations which the supporting organization supports, and (3) A copy of the supporting organization’s determination letter from the IRS. (Please note that the letter from the organization’s legal counsel can be generic and does not need to be addressed specifically to the S. D. Bechtel, Jr. Foundation by name.)

__ Type I Supporting Organization (A parent subsidiary relationship exists and the charity generally appoints the majority of the board of the supporting organization.)

__ Type II Supporting Organization (An overlapping board relationship exists where at least a majority of the supporting organization’s board members are also members of the public charity’s board.)

__ Type III Supporting Organization – Functionally Integrated (One member of the supporting organization’s board is appointed by the supported organization and there is a greater degree of independence from the supported organization. The supporting organization is an integral part of the organization that it supports.)

__ Type III Supporting Organization – Non-Functionally Integrated (Same as above, but the supporting organization is not an integral part of the organization that it supports.)

Signature of Officer or Trustee: __________________
Name: __________________ Title:______________________
Date: __________________

Grant Agreement

Organization:

Project/Program Director:

Grant Amount:

Grant Duration:

Payment Amount and Payment Date:

Grant Report Due By:

Description:

The following terms are agreed upon as conditions for this grant:

1. The grantee affirms that the entire amount received from the S. D. Bechtel, Jr. Foundation will be used to implement the charitable purposes of the project for which the grant is made. Should the grantee wish to terminate the charitable project funded or redirect, or modify in any way, the purpose of the grant, the Foundation is to be consulted immediately. Further, the Foundation may require that any funds not spent in accordance with the provisions of the grant be returned.

2. The grantee will complete a Grant Report by the date specified above. Please refer to the attached Report Requirements.

3. The grantee will provide information about funds that have been, or will be paid, to organizations or consultants engaged in fundraising or public relations.

4. The grantee is to secure Foundation approval in writing prior to releasing any public announcements or statements to the media regarding the grant. The grantee must also secure Foundation approval in writing before making any commitments for permanent recognition of the S. D. Bechtel, Jr. Foundation.

5. The tax-exempt status verified in the proposal is still valid; any changes in the organization that could lead to a change in this status will be reported to the Foundation immediately and can lead to the termination of the grant.

6. The grantee is to notify the Foundation of any changes in key personnel of the organization or project.

If you have any questions about the effect of this agreement, or if the requirements outlined above pose special problems for you, we are happy to discuss them with you.

The terms of this contract are accepted by:

Signature: ________________________ on behalf of _________________

_________________________________ ______________
Title Date

Signature: ________________________ on behalf of _________________

_________________________________ ______________
Title Date

Grant Report Requirements
A report must be sent to the S. D. Bechtel, Jr. Foundation by the date specified on the Grant Agreement. The Foundation asks that the Grant Report be organized under the following headings:

Project:

Brief summary of project and its goals
Assessment and analysis of whether intended outcome was realized
Description of any unforeseen challenges and what was or will be done to address them

Budget:

A table showing detailed original budget figures, actual revenues and expenses, and variances
Explanation of any variance from original budget or changes to the forecast
List of additional funding that was secured

conclusion:

For Program Grants:

Summary and plans for sustainability if for program grant

For Capital Grants:

Summary and future capital plans if for capital grant

INDIRECT COSTS POLICY
The S. D. Bechtel, Jr. Foundation will consider funding for two categories of indirect costs: 1) those closely associated with the administration of a project or program, and 2) those “facilities and administrative costs” imposed by a hosting institution.

Indirect Costs Closely Associated with a Project or Program
The Foundation prefers to fund direct project costs but understands that, particularly with smaller organizations, the recovery of indirect costs, including fund development, is a necessity. If the percentage of indirect costs to direct project costs appears reasonable, the Foundation will usually approve the inclusion of indirect costs in the budget. If indirect costs exceed 20% of direct costs, the program officer will pursue the matter with the grantee. If the grantee can provide justification for the amount, the proposal may be accepted as presented for recommendation to the Board. Otherwise, the program officer may ask the grantee for a revised proposal or decline the proposal as presented.

Indirect Facilities and Administrative Costs Applied by the Host Institution
These costs are defined according to the Office of Management and Budget Circular A-21. In that circular, such costs are defined as costs “that are incurred for common or joint objectives and, therefore cannot be identified readily and specifically with a particular sponsored project, an instructional activity, or any other institutional activity.” The Foundation recognizes that in some cases a program or project will generate costs to a hosting institution. In this case, the Foundation will accept inclusion of an indirect cost allocation by the host institution up to a maximum of 15% of the sponsored project costs, provided that the indirect costs allocation is included as a line item in the total budget for the sponsored project. If the host institution’s indirect cost allocation is not included in the project budget and grant amount requested, the allocation will not be supported by the Foundation.

Capital Grants
The Foundation does not fund any indirect costs associated with capital grants.