Lilly Endowment Matching Grant Application Guidelines
The Huntington County Community Foundation (HCCF) will receive grant applications from
applicants seeking matching funding for charitable purposes that will make a positive material
difference in Huntington County.
ELIGIBILITY:
Applicants must meet the following requirements:
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•
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Be a charitable or nonprofit 501(c)(3) entity exempt from taxation or have a nonprofit
501(c)(3) entity exempt from taxation as a fiscal sponsor
Submit a grant application qualified for 501(c)(3) tax exempt funding under federal law
Understand all information in a grant application is public
GRANT GUIDELINES:
Grants to be considered for matching funds include:
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Capital projects such as building/land improvements, equipment/technology upgrades,
etc.
Start-up costs for the creation of a new program or service to the community
Creating or increasing an endowment at HCCF
Grants will not be awarded to fund:
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Operational (utilities, wages, mileage, etc.) or recurring costs of the program
Political projects or campaigns
Projects of applicants, or project owners, with taxing authority (e.g. school corporations;
units of government)
EVALUATION:
Completeness, merit, and quality of the application shall be material considerations in making
grant funding decisions. Important factors include, but are not limited to:
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Beneficial impact upon Huntington County (immediate and/or ongoing potential effect)
Competing known and anticipated community needs which may be eligible for and
seek funding
Number of persons benefited/affected by the proposal
A clear, complete, and comprehensible statement of particulars:
o Needs to be addressed
o Proposed actions to meet the stated needs
o Stated measurable goals for the requested funding
o Capability and likelihood of applicant achieving the stated goals of the
proposed grant
o Capacity to raise funds (history of successful fundraising, established and/or
emerging donor base, etc.)
DIRECTIONS:
Please complete the following directions to ensure a valid application process:
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Follow all instructions within application
Complete application electronically (please no handwritten applications)
Submit the completed application along with all additional items by November 3, 2014.
Lilly Endowment Matching Grant Rules
For every $2 raised by an organization for an approved project, Lilly/HCCF will match $1. For
example, if an organization has a project cost of $15,000, the organization would need to raise
$10,000 to be eligible for a $5,000 matching grant from Lilly/HCCF to get to the total of $15,000.
The matching period will be from November 20, 2014 to November 30, 2015. All raised funds must
be received by HCCF during this period. Notification of a gift does not qualify for the match if
the gift is not physically received by HCCF during the matching period.
To receive matching credit, checks must be made out to the Huntington County Community
Foundation with the organization’s name and/or project in the memo line. The organization
should drop off raised money on a monthly basis to the HCCF office where we will account for
the funds and complete all necessary paperwork. The raised money will then be returned to the
organization along with the appropriate matching amount in a lump sum check at the end of
every month.
Money raised for matching dollars must be new money. Existing money held within the
organization or gifts cashed prior to the matching period are not eligible to be matched. Money
from government entities is also not eligible to be matched. Gifts pledged but not paid prior to
the matching period are eligible to be matched as long as they are received by HCCF during
the match period.
The net proceeds from a fundraising event would be eligible for the match. In this instance, the
organization would write a check to HCCF for the net proceeds of the fundraiser after all
expenses were paid. A detailed financial statement of fundraiser revenues and expenses will
need to be completed and turned in with the check from the net proceeds.
Example 1:
An organization is approved for a $7,500 matching grant. In order to receive the entire match,
the organization must raise $15,000 before the deadline date. In April 2015, the organization has
its annual fundraiser and raises $10,000. After turning the money over to HCCF, the organization
receives a check back for $15,000 ($10,000 from the fundraiser and $5,000 from the match). The
organization holds a new fundraiser in September 2015 and raises the additional $5,000 needed
to complete the match. HCCF sends a check for $7,500 ($5,000 from the fundraiser and $2,500
from the match) at the end of the month.
Example 2:
An organization is currently in the middle of a $50,000 capital project. So far, the organization
has $20,000 donated in their capital account (not eligible for a match) and another $10,000
pledged for the future (eligible for a match if received within the match period). Due to these
facts, the organization applies for a $10,000 grant with the promise to raise $20,000 ($10,000
already pledged and $10,000 additional donations).
Example 3:
An organization is seeking to start an endowment fund at HCCF. The organization believes it can
raise $10,000 through existing fundraisers and donor relationships. Thus, the organization applies
for a $5,000 matching grant and promises to raise $10,000 for their new endowment fund. After
completing the match, the organization will have an endowment fund worth $15,000 and a
permanent source of annual income.
Submit the completed application along with all additional items by November 3, 2014.
Items to Submit
Grant Proposal Instructions
Please submit one original set (no staples) of the following items in this order:
Grant Proposal Form
Detailed Project Budget
Roster of Board Members with titles and affiliations
Detailed Organizational Budget
Most recent year-end financial statement (please do not submit a full multi-page audit report)
Strategic or Long-Range Plan
IRS Tax-exempt Status - 501(c)(3) Letter (first-time HCCF grant applicants only)
Articles of Incorporation (first-time HCCF grant applicants only)
Grant Applicant Evaluation Form
Please submit seven additional sets (stapled) of the following items in this order:
Grant Proposal Form
Detailed Project Budget
Roster of Board Members with titles and affiliations
Please do not include the guidelines cover sheet or this instructions page in your additional sets.
No advantages will be gained from special presentation of documents (folders, additional attachments, etc.)
Deadline
Lilly Endowment Matching Grant proposals are due November 3rd.
Submit To:
Huntington County Community Foundation, Inc.
Attn: Lilly Endowment Matching Grant Committee
P.O. Box 5037
356 W. Park Dr.
Huntington, IN 46750
Grant Timetable
Our grants committee will have a two week period
after the grant proposal deadline to review all of our grant applications.
After the review period, our grants committee will convene and determine their grant recommendations.
Our grants committee chairman will present the committee's grant recommendations for final approval
to the HCCF Board of Directors on the 3rd Thursday of November.
Approved organizations can expect a phone call from HCCF
within a week after the HCCF Board of Directors meeting.
Organizations not receiving approval can expect a letter in the mail from HCCF
sent out within a week after the HCCF Board of Directors meeting.
Please contact us if you have any questions.
Huntington County Community Foundation, Inc.
P.O. Box 5037, 356 W. Park Dr., Huntington, IN 46750
Ph. (260) 356-8878 ~ Fax (260) 356-0921
Organization Information
Lilly Endowment Matching Grant Proposal Form
Name
Phone
Check Payable to (if different than above)
Mailing Address
City
ST
Zip Code
Grant category applying for: Select only one of the following grant categories.
Capital Project
Start-up Costs
Creating or Increasing Endowment
Classification of Organization: Select only one of the following classifications.
Community
Development
Arts & Culture
Health & Human Services
Education
Other Charitable Services
Contact Information
Name
Title
Phone
Email
Financial Information
Are you requesting funds for operating expenses?
Amount Requesting:
$
Yes
Total Project Cost:
Other funding :
$
Source:
Other funding :
$
Source:
Other funding :
$
Source:
No
$
%
Brief Summary of Request
Describe the purpose of the proposed project, # of persons served, measureable objectives to be achieved, and specific use
for Community Foundation matching dollars.
Please explain your ability to raise the money necessary to meet the match guidelines (raise $2 for every $1).
Organizational Data
Provide a summary of your organization including a brief history and major programs provided.
Operating budget for the year:
Income: $
Expense: $
List major sources of support for the organization and percent of the total each provides:
Funding Source
Percent