LOBECK TAYLOR FAMILY FOUNDATION GUIDELINES

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1 GUIDELINES Mission The Lobeck Taylor Family Foundation s mission is to improve the quality of life for Oklahomans through education, community enrichment and entrepreneurialism. To fulfill this mission, the Foundation acts as a grantmaker, innovator, and convener. History The Lobeck Taylor Family Foundation (LTFF) was established in 1997 by Bill Lobeck and Kathy Taylor. Taylor s daughter, Elizabeth Frame Ellison, took on the role as Executive Director of the Foundation in LTFF supports primary educational programs. LTFF is a proud sponsor of community enrichment events that highlight Tulsa and bring the community together such as Route 66 Marathon, Tulsa Tough and Winterfest. In 2012, LTFF partnered with Tulsa Community College (TCC) and took over as Chair of the TCC StartUp Cup powered by Lobeck Taylor Family Foundation, a business model competition started by Kathy Taylor while she was Mayor of Tulsa. Overview LTFF is particularly interested in semi-established programs created, initiated, supported or staffed by the constituency for whom benefits are sought. This type of effort builds upon and further develops individual and community capacities. LTFF is especially mindful of the waste created by duplicative services and strives to encourage collaborative efforts between multiple nonprofits in the community. Geographic Focus The Foundation's primary geographic focus area is the local Tulsa community. From time to time, the directors will consider small grants for programs outside the Tulsa area, if deemed particularly relevant to the mission of the Foundation. Programmatic Focus Within the primary geographic focus area, the Foundation is particularly interested in direct service programs to: Support primary education. Grow and sustain Tulsa s entrepreneurial eco system. Encourage civic initiatives that enhance and enrich Tulsa citizens, as well as highlight and unite the city. The Foundation will only consider the following types of programs and organizations if services are provided in the Tulsa area: Special projects or programs for primary public schools, as well as supplementary education and enrichment programs. Programs that promote and bring support to Entrepreneurship in Tulsa. Public/civic projects and activities which highlight our city and provide an opportunity to bring the community together. Lobeck Taylor Family Foundation Request Guidelines Page 1

2 Eligibility The Lobeck Taylor Family Foundation: Awards grants only to qualified charitable organizations that are designated as tax exempt under Internal Revenue Service Code 501(c)(3) and are not classified as private foundations. Does not make loans, and does not provide grants or scholarships to individuals. Does not provide grants for lobbying activities, fundraising dinners and events, or travel. Will generally not consider the following types of organizations and programs for funding: o Athletic Teams o Child Care Centers o Civic Action Groups o Debt or After the fact situations o Immigration/Refugee Issues and Programs o Independent Media Productions o Political/Voter Education o Private Schools o Religious Institutions In addition, the Foundation: Will generally not fund the entire project budget, but prefers to be part of an effort supported by a number of sources. Considers major endowment and capital requests for funding to be a low priority. Does not provide funding through fiscal agents. Considers only completed proposals. Proposals are required for any organization seeking funds and are reviewed twice a year at the Foundation s board meetings. Prefers multi-year grants with measurable results and/ or outcomes. No longer considers merchandise donations, table sponsorships and similar requests for support of specific fund-raising events. The IRS maintains strict rules concerning what a Private Foundation may and may not do in terms of event/ table sponsorship, tickets, etc. We operate under these rules which may result in the LTFF supporting an event without accepting tickets, make a grant for an event and ask that no tickets be made available, or that the tickets be donated back to the non-profit. We do accept grant applicants; please review our focus areas and apply if you believe that your organizations falls within our scope. Important Dates and Deadlines Deadlines for submitting proposals are April 15 and October 15. When a deadline occurs on a weekend or holiday, the deadline will be the next business day. Proposals must be received in the Foundation s office (not postmarked) on or before the deadline date. Hand delivered applications must be received in the Foundation s office by 5:00 p.m. on the day of the deadline. Faxed or ed applications will not be considered. Applicants will be notified within four to eight weeks after the deadline if the proposal is to be considered by the Foundation s Board of Directors. Final funding decisions will usually be mailed out within four weeks after the board meeting. The Board generally considers requests in May and December. Lobeck Taylor Family Foundation Request Guidelines Page 2

3 Request Instructions The Foundation requires a full proposal when applying for a grant. A full proposal consists of all the following: 1. Lobeck Taylor Family Foundation Request Cover Form. 2. Lobeck Taylor Family Foundation Proposal Checklist. 3. All other documentation as indicated on the Checklist. Requests will be considered only when all materials have been received. In order to treat all applications fairly, the Foundation will adhere strictly to established guidelines. If your proposal is incomplete or is missing the Request Cover Form or Proposal Checklist, further information will be requested resulting in a delay in processing the request. The Foundation is conscious of the environment and does not want proposals to be bound or placed in folders or other casings. Therefore, please submit one unbound, preferably double-sided copy of your proposal and limit the length to 10 pages exclusive of attachments. Please do not send videotapes, compact discs or digital video discs. SUBMIT ONE UNBOUND, PREFERABLY DOUBLE-SIDED PROPOSAL TO: Lobeck Taylor Family Foundation 1124 S Lewis Ave Tulsa, OK Questions? Contact Nicole Ableser, Program Officer Office: (918) Fax: (918) Nicole@lobecktaylor.com Reports and Evaluations Reports and Evaluations, including site visits, will be required of all grantees receiving what the board considers to be major support. Prior to the release of funds, a grant agreement letter must be signed establishing the conditions of the grant and reporting requirements. Forms will be included with the agreement letter/ contract that must be used for the schedules report(s). Lobeck Taylor Family Foundation Request Guidelines Page 3

4 REQUEST COVER FORM Date: ORGANIZATION NAME (legal) a/k/a Address City, State, Zip Employer Identification Number (EIN) Phone Fax Web site Name of top paid staff Title Phone Name of contact person regarding Title Phone this application BRIEF ORGANIZATION DESCRIPTION: PROJECT NAME (for Project/Program requests only): General Operating Support Project/Program Capital Other Amount Requested: Project/Program Budget: Have you received 50% of your goal yet: Total Organizational Budget: Fiscal Year End Date: Project/Program Duration (number of months): Start Date: End Date: Is 20% or less of overall budget for Operating Expenses: Brief Summary of Request: Geographic Area Served by Request: PROGRAM AREA: Arts & Humanities Education Health Culture Cultural Institutions Chemical Dependency Education Elementary/Secondary Hospitals/Clinics Literary/Writing Literacy Mental Wellness Performing Reproductive Health Care Visual Human Services Specific Disease/Disorder Abuse HIV/AIDS Civic/Government Children, Youth & Family Services Other: Community Services/Programming Food/Shelter/Emergency Parks & Recreational Rehabilitation Environment Residential/Housing Animals Community Development Women Education Economic Development Youth Development Land Use & Protection Efforts Housing Name and contact information for Executive Director: Signature:

5 PROPOSAL CHECKLIST Your proposal must include this form or it will be considered incomplete. SUBMIT ONE UNBOUND, PREFERABLY DOUBLE-SIDED COPY OF THE FOLLOWING IN THIS ORDER: Completed Lobeck Taylor Family Foundation Request Cover Form ORGANIZATIONAL INFORMATION History Mission and goals Current programs, activities, service statistics, and strengths/accomplishments Your organization's relationship with other similar organizations What (if any) other organizations serve the same population or seek to achieve the same outcomes as your organization? Please include: 1. Organization Name; 2. If and how you collaborate with them; 3. Describe how your efforts are not duplicative? Number of board members, full-time paid staff, part-time paid staff, and volunteers PURPOSE OF GRANT Description of program for which you want funding Specific Activities including geographic area served Impact of Activities and number of people served to measure level of impact EVALUATION Method for measuring the effectiveness of your activities for the program Your criteria for measuring results Listing of those involved in the evaluation process How evaluations will be used ATTACHMENTS Financial Recent year-to-date financial statements (balance sheet or statement of activities and functional expenses) Complete copy of your most recent audited financial statement Organizational budget including revenue sources and expenses Project budget including revenue sources and expenses (not required for general operating requests) Corporations and foundations solicited for funding and amount raised to date Copy of Original 501(c)(3) Status Determination Letter from the IRS Other Supporting Materials If you received past support, please indicate how those funds were utilized List of the Board of Directors and their affiliations One paragraph description of key staff Description of any future plans your organization has to sustain this program when the grant cycle is completed IF THIS REQUEST IS FOR CAPITAL SUPPORT Include projected operating budgets itemizing projected increases and list revenues that will generate the additional income Include a detailed capital campaign fundraising plan Describe types of board, staff and constituency involvement Specify if your capital budget is an estimate or based on firm bids Indicate if land or a building has been purchased and by what entity, if construction has begun or when it is intended to begin, and if there are any zoning or environmental issues that need to be addressed Include a timeline illustrating the intended progression of the total project Indicate the amount of funds allocated to endowment, if any Please send complete proposal to: Lobeck Taylor Family Foundation 1124 S Lewis Ave, Tulsa, OK 74104