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| 1. Public charity status: |
| The organization must have a current and valid tax exempt ruling under Section 501(c)(3) of the Internal Revenue Code, and must not be a private foundation under Section 509(a) of the IRS Code. |
| 2. Geographic limitations: |
| Agencies must be located within California and provide direct services to the children and youth of Santa Clara County and/or Los Angeles County. If the agency serves other counties in addition, any grant request should specify the number of children served in our geographic region as well as express that number as a percentage of total children served. |
| 3. Budgetary limitations of funding: |
| The foundation is relatively small, and seeks to partner with agencies that operate on an annual budget of less than $10 million, including all programs and projects. The foundation will look to the budget for evidence of a diversified funding strategy, so in that regard, please list in-kind support (non-cash, volunteer, goods or services) as income line-items. Grant requests must not exceed 20% of the organization's total annual budget. (For example: a grassroots organization with a $150,000 annual operating budget may not request more than $30,000.) |
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| We will not fund: |
- Individuals
- New organizations that do not have at least one full year's operational and financial history to share with the foundation
- New programs that do not have a proven record of measurable results
- Individual schools, school districts, or home & school clubs (due to the sheer number of public and private schools in these two counties, in contrast to the foundation's limited resources). Non-profit organizations providing services in partnership with a school and/or school district may apply.
*added 3/27 in response to frequently asked questions: Schools with their own 501c3 non-profit status that otherwise meet eligibility requirements may submit an application to support a specifically targeted in-school or after-school program, as such programs may be considered for funding, on a limited basis.
- Religious institutions. A very limited exception may be offered, but only where: a) the activities are secular and one religious belief is not taught or espoused in the daily activities of the program; b) the primary benefit is for the larger community in response to a compelling local need, and c) there is demonstrated collaboration, encouragement and acceptance of the participation of others outside membership or religious adherents
- Organizations whose financial statements are not prepared in accordance with generally accepted accounting principles by independent accountants; or do not comply with legal audit requirements
- Construction, renovation, or other capital improvement projects except in limited and special circumstances
- Support for past operating deficits or loans
- Fundraising events; capital campaigns; or endowment campaigns
- Any organization that unfairly discriminates against people because of their age, race, creed, gender, national origin, handicap, sexual orientation, or ethnicity in either policy or in practice
- Travel, except as required to implement the program or project (i.e., travel required to attend staff training to implement a project expansion, or incidental travel for participants may be included in the project budget)
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