Community Grants Fund Application 2024-25

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Page 1

San Bruno Community Foundation

Community Grants Fund

Grant Application

Thank you for your interest in the San Bruno Community Foundation’s Community Grants Fund. This responsive grantmaking program allows local community groups to apply for grant funding to support new or existing programs that benefit the San Bruno community.

All portions of the Grant Application must be submitted by 5:00 p.m. on Wednesday, September 18, 2024. Failure to provide a complete Grant Application by the deadline will result in your Grant Application not receiving consideration.

GRANT APPLICATION CHECKLIST

A complete Grant Application includes:

1. Executive Summary – Complete the form regarding Applicant Organization and Community Grant Proposal

2. Narrative – Respond to questions (250-word limit for each response) regarding:

a. Applicant Organizational Information – All Applicant Organizations to complete

b. Purpose of Grant – Separate forms for program proposals and capacity-building proposals

3. Supporting Documentation – Applicant Organization to upload in PDF format, except as noted

a. Marketing Collateral highlighting the Applicant Organization’s work, such as an annual report, brochure, newsletter, blog posts, or direct mail (if available)

b. Applicant Organization’s Financial Statements from the most recent fiscal year completed (audited if available)

c. Applicant Organization’s Budget for the fiscal year in which awarded grant funds would be used (expenses and income). If a budget or draft budget is not yet available, provide the budget from the current fiscal year and describe any known variances expected in the coming year.

d. Completed Program Budget. Download the Budget Template at https://www.sbcf.org/grant-application-forms. Upload the completed budget in Excel spreadsheet format.

e. Signature Page. Download the Signature Page at https://www.sbcf.org/grant-application-forms. Upload the signed form in PDF format. A scanned copy of the hand-signed form is required. Digital signatures are not accepted.

f. For 501(c)(3) public charities and 501(c)(4), 501(c)(5), and 501(c)(6) organizations: Proof of Federal Tax-Exempt Status (such as copy of IRS determination letter)

g. For 501(c)(4), 501(c)(5), and 501(c)(6) organizations: Completed IRS Form 990, Schedule A, Part III and related documentation to demonstrate that the Applicant Organization satisfies the public support test of Internal Revenue Code Section 509(a)(2). You can download Schedule A from the IRS website at https://www.irs.gov/pub/irs-pdf/f990sa.pdf. You must attach accounting records, such as previous years’ financial statements, to substantiate the figures used to complete IRS Form 990, Schedule A, Part III. You may wish to seek assistance from a certified public accounting firm experienced in nonprofit tax preparation services.

h. For 2023-2024 Grantees: Grant Report or Status Report for 2023-2024 Community Grants Fund award. Grantees from previous grant cycles (2022-2023 and earlier) who have active grants due to an approved extension must also submit a Grant Report or Status Report for those grants. Download the form at https://www.sbcf.org/cgf-report-forms.

i. For Applicant Organizations with Required Partners: Letter of Support from required partner(s). Letters of support are required only when successful implementation of the program requires the cooperation of one or more partner organizations. Do not submit a letter of support if the program does not have a required partner.

Additional Information

Please note that as part of its due diligence review process, the Foundation will check each Applicant Organization’s status on the following government databases:

Internal Revenue Service's Tax Exempt Organization Search (to check an Applicant Organization’s eligibility to receive tax-exempt charitable donations (generally only a 501(c)(3))
California Secretary of State’s Business Search (to check whether properly formed corporations and LLCs are listed as “active”)
California Franchise Tax Board's Entity Status Check (to check if an Applicant Organization is exempt from California franchise taxes)
California Attorney General’s Registry of Charitable Trusts Verification Search (to check if an Applicant Organization is registered and if its status is “current”)

The results of this due diligence review will be taken into consideration as part of the Foundation’s evaluation of the Applicant Organization’s track record, stability, and financial health. This due diligence review does not apply to governmental unit Applicant Organizations, and certain other organizations may not be required to register with some of the above entities or otherwise appear in some of the above databases. If an Applicant Organization has questions regarding its required registration with any of these four government databases, it should contact the relevant entities and/or confer with appropriate legal counsel.

Finally, please review the Application Guide at https://www.sbcf.org/grant-application for definitions, explanations, and additional guidance in completing the Community Grants Fund Application. Applicant Organizations using a fiscal sponsor must contact Foundation staff at grants@sbcf.org for specific instructions on filling out this Application.

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EXECUTIVE SUMMARY:

APPLICANT ORGANIZATION

Past Years Grant Information

Has the Applicant Organization ever applied for a Community Grant from the San Bruno Community Foundation?

YesNo

Select the Organization Name:

Has there been a change in the Legal Name of Applicant Organization?

YesNo

If so, please provide the updated Legal Name of Applicant Organization below:

Legal Name of Applicant Organization:

Fictitious Business Name (if applicable):

Is Applicant Organization serving as a fiscal sponsor for the program seeking funding?

YesNo

Note: If the Applicant Organization is serving as a fiscal sponsor for the program seeking funding, you must contact SBCF staff at grants@sbcf.org for detailed guidance on completing this Application.

Website:

Tax Identification Number:

California Corporation Entity Number (if applicable):

Applicant Organization's Tax Status (select one):

501(c)(3)* public charity501(c)(4) that meets the public support tests described in 509(a)(2)501(c)(5) that meets the public support tests described in 509(a)(2)501(c)(6) that meets the public support tests described in 509(a)(2)Governmental unit described in 170(b)(1)(A)

* All numerical references are to specific sections of the Internal Revenue Code.

The Foundation recommends that any Applicant Organizations with questions about their eligibility for a grant in connection with the Community Grants Fund, particularly 501(c)(4), 501(c)(5), and 501(c)(6) organizations, contact Foundation staff prior to completing the Application.

Contact Person for this Grant Application

First Name:

Last Name:

Title:

Email:

Phone Number:

Office Address:	City:
State:	Zip Code:

Phone Number:

Year Founded:

Geographic Area Served:

Please list the Applicant Organization’s Board of Directors and officers (or equivalent), with titles:

Executive Director or equivalent, with title:

Does the Applicant Organization have employees?

No, entirely volunteer-runYes

# Full-time:

# Part-time:

SBCF is unable to fund certain types of organizations. Please indicate whether Applicant Organization falls into one of the following categories of organizations and therefore is ineligible for SBCF funding:

A Section 509(a)(3) supporting organization (a charity that carries out its exempt purposes under the Internal Revenue Code by supporting other exempt organizations)A Section 509(a)(4) organization that is organized and operated exclusively for testing for public safetyA political organizationAn organization that SBCF is prohibited by law from funding with public funds, such as a religious institution or private schoolAn organization that unlawfully discriminates in violation of state or federal law, including on the basis of race, ethnicity, nationality, gender, disability, sexual orientation, gender identity, age, or religionAn individualNone of the above

Has the Applicant Organization ever received a Community Grant from the San Bruno Community Foundation?

YesNo

In which grant funding cycle? Check all that apply:

2016-20172017-20182018-20192019-20202020-20212021-20222022-20232023-2024

Is the Applicant Organization now applying for funding for a program that was previously funded or a different program?

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EXECUTIVE SUMMARY:

COMMUNITY GRANT PROPOSAL

Type of Community Grant Requested (select one):

Programmatic Support (including one-time projects, ongoing programs, or capital projects)

Capacity-Building Support (to assist Applicant Organization in carrying out its mission more effectively)
Note: Applicant Organizations applying for Capacity-Building Support are required to contact SBCF at grants@sbcf.org prior to completing this Application.

SBCF generally does not fund certain types of activities. Please indicate whether the requested grant is intended to fund one of the following categories of activities and therefore is ineligible for SBCF funding:

An existing deficitA direct contribution to restricted endowmentsLobbying or political activityReligious activity that government agencies are legally prohibited from fundingNone of the above

SBCF Focus Area(s) Being Addressed by this Request (check all that apply):

Publicly owned community facilitiesCommunity health and safetySports and recreationEducationYouth activitiesPublic spaces, parks, and open spaceCommunity buildingHuman and social services for allEconomic vitalityIntra-San Bruno transitHealthy, stable, and affordable housing

Program Name:

Purpose of Grant (one sentence):

Beginning & Ending Program Dates:

Beginning:

(Month and Year)

Ending:

(Month and Year)

Amount Requested (not to exceed $25,000):

No decimals or commas

Total Program Cost:

No decimals or commas

San Bruno Portion of Program Cost: (Please provide dollar amount, not a percentage of the total cost)

No decimals or commas

Applicant Organization’s Annual Budget:

No decimals or commas

Is this a new program?

YesNo

Does successful implementation of the program require the cooperation of one or more partner organizations? (Please see page 8 of the Application Guide for guidance on responding to this question.) If you answer yes to this question, you will be required to submit a letter of support from the partner organization(s) on page 7 of this Application.

YesNo

Note: Applicant Organizations responding Yes to this question are required to contact SBCF at grants@sbcf.org prior to completing this Application.

If yes, list the partner organization(s) whose cooperation is required for successful implementation of the program:

Page 4

NARRATIVE:

ORGANIZATIONAL INFORMATION

All Applicant Organizations to Complete

Please provide short answers (no more than 250 words each) to the following questions:

1. Briefly describe the Applicant Organization’s history, mission, and goals.

2. Briefly describe the Applicant Organization’s current activities, recent accomplishments, and future plans.

3. Is there anything else you would like to share about the Applicant Organization that reflects on its track record, stability, and/or financial health? If applicable, please use this space to explain any issues related to the Applicant Organization’s current status with any oversight entity, including but not limited to the IRS (Tax Exempt Organization Search), California Secretary of State's Business Search, California Franchise Tax Board (Entity Status Check), and California Attorney General (Registry of Charitable Trusts Verification Search). You may also include an explanation of how the COVID-19 pandemic has impacted the Applicant Organization operationally, financially, and programmatically.

Page 5

NARRATIVE:

PURPOSE OF GRANT

For Programmatic Support Requests

Please provide short answers (no more than 250 words each) to the following questions:

1. Describe the proposed program. Present a detailed description of the specific activities for which funding is being requested, including program goals and objectives.

2. Identify the needs, problems, and/or opportunities to be addressed, as well as the other organizations addressing this issue in San Bruno.

3. Explain how the program contributes to and/or impacts the San Bruno community, using both quantitative and qualitative measures when possible. Identify the target population to be served, the estimated number of San Bruno community members to be reached, and how they will benefit. If the program serves a geographic area larger than San Bruno, explain how the requested funds would be used to benefit the San Bruno community specifically.

4. How will you measure the program’s success?

5. Explain how the program aligns with the SBCF Focus Area(s) selected on Page 3.

6. Describe in detail how the Applicant Organization will implement the program, including tasks or stages involved, which staff members or volunteers will be involved in carrying out each task or stage, how you will reach your target population, and the general timeline for implementation of the program.

7. If the program is a collaboration, identify the other organizations and/or partners participating in the program and their roles.

8. If funding in addition to any SBCF grant awarded is necessary to implement the program, indicate where you will obtain the additional funding and whether the program can be implemented without such additional funding. List other funders and/or potential funders and amounts committed or requested for the program.

9. Describe how you will be able to implement this program without SBCF funding, if at all.

10. If the program will continue beyond the 2025 calendar year, describe its long-term funding sources. How will the program be sustained?

11. For past Community Grants Fund grantees only: If this program received a Community Grant from the San Bruno Community Foundation in any previous year, briefly describe how this year’s proposal differs from the previously funded proposal.

Page 6

NARRATIVE:

PURPOSE OF GRANT

For Capacity-Building Support Requests

Please provide short answers (no more than 250 words each) to the following questions:

1. Provide a brief overview of the strengths and major challenges facing the Applicant Organization at this time.

2. Describe the specific capacity issue to be addressed with this request. How was the issue identified?

3. Is the Applicant Organization currently working on this issue? If so, where is it in the process? Has it worked to address this issue previously? If so, what were the outcomes of these efforts?

4. Please identify any current, past, and potential funders of this capacity-building project, the amounts received or requested, and the status of the request.

5. Describe the project plan. Explain how the capacity-building project would be implemented and include specific tasks and activities as well as the timeline.

6. Identify key staff or board members who will be involved in the project. Briefly describe their roles and what skills and experiences they will bring to the project.

7. Are there specific consultants or groups with whom the Applicant Organization will partner to address the identified capacity issue? What was the process and criteria for selection? If the project includes software, equipment, or other products, please describe the process and criteria for selection.

8. What will be the key outcomes, including long-term impact, of this project? How will the project strengthen the Applicant Organization, enable it to deliver programs or services more effectively, and better achieve the Applicant Organization’s mission? How does it further the goals in its strategic plan?

9. How will addressing this capacity issue bolster Applicant Organization’s ability to serve the San Bruno community? What program(s) of Applicant Organization that contribute to the San Bruno community would benefit if this request for capacity-building support were approved? What percentage of Applicant Organization’s work serves the San Bruno community?

10. Explain how the Applicant Organization aligns with the SBCF Focus Area(s) selected on Page 3.

11. For past Community Grants Fund grantees only: If this project received a Community Grant from the San Bruno Community Foundation in any previous year, briefly describe how this year’s proposal differs from the previously funded proposal.

Page 7

SUPPORTING DOCUMENTATION

We request that you upload the following documentation as part of your Grant Application. These supporting documents must be submitted prior to the September 18, 2024, Application deadline.

Except for #4 below, you must upload the requested documents in PDF format.

Please note: You may upload only one file per category of Supporting Documentation listed below. If you would like to submit more than one document per category (for example, two different pieces of marketing collateral), you must merge them into a single PDF and upload as one file.

ALL APPLICANTS:

1. Marketing Collateral highlighting the Applicant Organization’s work, such as an annual report, brochure, newsletter, blog posts, or direct mail (if available)

2. Applicant Organization’s Financial Statements from the most recent fiscal year completed (audited if available)

3. Applicant Organization’s Budget for the fiscal year in which awarded grant funds would be used (expenses and income). If a budget or draft budget is not yet available, provide the budget from the current fiscal year and describe any known variances expected in the coming year.

4. Completed Program Budget. Download the Budget Template at https://www.sbcf.org/grant-application-forms , complete it, and upload the completed Excel spreadsheet here. Please be sure to include on the spreadsheet the budget allocated specifically for San Bruno.

501(C)(3) PUBLIC CHARITIES AND 501(C)(4), 501(C)(5), AND 501(C)(6) ORGANIZATIONS:

5. Proof of Federal Tax-Exempt Status (such as copy of IRS determination letter)

501(C)(4), 501(C)(5), AND 501(C)(6) ORGANIZATIONS:

6. Completed IRS Form 990, Schedule A, Part III and related documentation to demonstrate that the organization satisfies the public support test of Internal Revenue Code Section 509(a)(2). You can download Schedule A from the IRS website at https://www.irs.gov/pub/irs-pdf/f990sa.pdf . You must attach accounting records, such as previous years’ financial statements, to substantiate the figures used to complete IRS Form 990, Schedule A, Part III. You may wish to seek assistance from a certified public accounting firm experienced in nonprofit tax preparation services.

2023-2024 COMMUNITY GRANTS FUND GRANTEES:

7. Grant Report or Status Report for 2023-2024 Community Grants Fund Award. Applicant Organizations that received a Community Grant in 2023-2024 (or an active grant from a previous year with an approved extension from SBCF) must provide an update on that grant by submitting either a Grant Report (completed if all funds have been expended) or a Status Report (completed if all grant funds have not yet been fully expended). Please select one option below and upload document if applicable:

The Applicant Organization already submitted its Grant Report to the San Bruno Community Foundation for its 2023-2024 Community Grant.The Applicant Organization is submitting its Grant Report for its 2023-2024 Community Grant (all grant funds have been expended) to the San Bruno Community Foundation with this Application for a 2024-2025 Community Grant. The Applicant Organization is submitting a Status Report for its 2023-2024 Community Grant (grant funds have not been fully expended yet) along with this Application for a 2024-2025 Community Grant.

To access the Grant Report Form to be completed with this Application, please click here. Once the form is completed, save it as a PDF, and upload it here.

To access the Status Report Form to be completed with this Application, please click here. Once the form is completed, save it as a PDF, and upload it here.

REQUIRED PARTNERS

8. Letter of Support. If successful implementation of the program requires the cooperation of one or more partner organizations, you must submit a letter of support from the required partner organization(s). The letter of support must indicate the partner’s support of Applicant Organization’s plans for the program as well as the partner’s willingness to provide the required cooperation.

The San Bruno Community Foundation reserves the right to request a paper copy of the uploaded documents, particularly if necessary to verify the information you have provided in this Application.

Page 8

SIGNATURE PAGE

If you have not done so already, please download the Signature Page at https://www.sbcf.org/grant-application-forms . You must hand sign the form and upload it below. Typed or digital signatures are not accepted.

The Signature Page certifies that:

1. The signer has full authority to sign this Application on behalf of Applicant Organization.

2. All of the information provided to the San Bruno Community Foundation in Applicant Organization’s Grant Application, including all supporting documentation, is true, correct, and complete, and there are no material omissions from the Grant Application.

3. If any information contained in the Grant Application is not true, complete, and accurate, or if material information has been omitted, Applicant Organization understands that it could be disqualified from receiving, and/or forfeit or be required to return, any Community Grant that it receives from the Foundation.

4. All decisions by the Foundation regarding grant awards, including through its Community Grants Fund, are made in the sole discretion of the Foundation, and all decisions of the Foundation are final.

5. The signer acknowledges that successful Applicant Organizations will be required to sign a separate Grant Agreement, and agree to the terms thereof, prior to disbursement of a grant award.

Applicant Organizations that submit Applications without completing the Signature Page will be disqualified from consideration for the Community Grants Fund. You must upload the hand-signed Signature Page in PDF format.

The San Bruno Community Foundation reserves the right to request a paper copy of your signed Signature Page, particularly if necessary to verify the information you have provided in this Application.

Page 9

FINAL STEP:

SUBMITTING YOUR APPLICATION

Have you completed all sections of the Online Application?

To preview your completed Online Application before submitting it, please click "Preview" button below. If you would like to print out a copy of this Application, please do so from the preview screen.

You must hit the “CONFIRM” button on the next screen to officially submit your Application Form. Failure to do so will result in an incomplete Application Packet, and you will not be considered for a Community Grants Fund award. Note: Once you click "CONFIRM," you cannot return to the Application.

By clicking on the “CONFIRM” button, I confirm that the Application Form is complete.

You will receive a screen message confirming the Application submission as well as an emailed copy of the Application for your records. If you have any questions, please visit www.sbcf.org or email grants@sbcf.org.

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