SBC FOUNDATION GUIDELINES



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The SBC Foundation has distributed hundreds of millions of dollars through grants and employee outreach efforts since its founding in 1984. As the philanthropic arm of SBC Communications Inc., the Foundation is a private foundation, funded by SBC and its family of companies. The Foundation concentrates its funding in the states where SBC has a substantial business presence: Arkansas, California, Connecticut, Illinois, Indiana, Kansas, Michigan, Missouri, Nevada, Ohio, Oklahoma, Texas, and Wisconsin. Through its headquarters, the Foundation funds projects that are regional or national in scope. Application materials should be sent to your local external affairs contact listed within this brochure. For regional or national grants, send to: The SBC Foundation, 130 E. Travis, Suite 350, San Antonio, Texas 78205. Requests are evaluated year-round. For more information, call 1-800-591-9663, visit the Foundation web site at www.sbc.com/foundation, or contact your local external affairs representative. > GUIDING PRINCIPLES Grants range from $1,000 to significant gifts; most are under $25,000. One-time grants are the norm. Multi-year awards require special circumstances. Groups receiving a grant for the first time should not assume continued support. Priority is given to organizations with active, diverse boards, effective leadership, clear objectives, sound financing practices and multiple sources of support. Grant decisions are based on the merits of each project and the organization seeking funds. Preference is given to goal-driven, project-specific proposals that address needs directly and stimulate community partnerships. Technology-related grants are a priority. Project evaluation procedures and specific project promotion plans are required. SBC FOUNDATION GIVING PRIORITIES > EDUCATION Higher education programs that develop the highly-skilled technology workforce (e.g. Information Technology, Computer Science, Math, Science and Engineering). Higher education-related initiatives that work to develop a diverse technology workforce (e.g. racial and ethnic minority scholarship programs). Programs that effectively integrate technology into instruction and administration in K-12 and higher education. Initiatives that develop and deliver technology curriculum, particularly to underserved communities (e.g. community college and vocational school technologyrelated certificate programs).

SBC GIVING PRIORITIES (CONTINUED) COMMUNITY DEVELOPMENT Technology education initiatives that develop basic and intermediate technology workforce skills (e.g. technology job training programs). Programs that strengthen nonprofits through effective integration of technology. Initiatives that integrate technology to improve community infrastructure. Programs that provide technology access and basic technology instruction, particularly to underserved communities (e.g. community technology centers and other public technology access programs). Initiatives that expand and develop supplier diversity. Leadership development programs, particularly those that focus on underrepresented minorities. > HEALTH AND HUMAN SERVICES The United Way is our primary vehicle for supporting health and human services in communities in our service regions. We also consider assistance in times of natural disasters. We work with our local external affairs managers to assess needs and act swiftly to provide whatever aid we can. Limited funding is considered for compelling technology initiatives. > ARTS & CULTURE Low priority program area. Consideration is given to projects that integrate technology into the arts experience. > THE FOUNDATION DOES NOT MAKE GRANTS TO: Individuals or organizations without 501( c ) (3) tax-exempt status or private foundations. We do consider groups that qualify as a government instrumentality. Groups that discriminate by race, color, creed, gender, sexual orientation, age, national origin. Major operating funds for United Way agencies since we give to the United Way directly. Most hospital operating or capital funds, medical clinics and medical research. Disease-specific organizations except under special circumstances. Capital campaigns or endowment funds, except under special circumstances. Political activities or organizations. Religious groups for sectarian purposes or religious schools which restrict entry to those of a certain faith or those who belong to a specific denomination or sect. Fraternal, veteran or labor groups, when serving only their membership. Individual public and private K-12 schools or districts or school-system foundations. Goodwill ads, ticket/dinner purchases, sports programs/events, cause-related marketing. Donation of products or services.

APPLICATION REQUIREMENTS The Foundation Grant Application Form To expedite review of each proposal, the application form should be filled out completely. Following are specific areas that influence our assessment. Signature of the organization's executive director/ceo. (Item 4) Description of how the project fits with the Foundation's priorities. (Item 9) Total project budget and amount requested from the Foundation. (Items 10 & 11) Statement of project goals, including problem being addressed, clients served, timetable and expected results. If project is a collaborative effort, describe what other organizations are involved and how. (Item 12) Brief details of overall fund-raising plans, including funding sources, amounts requested and existing commitments. (Item 13) Plans to sustain program after conclusion of Foundation support, if appropriate. (Item 14) Brief statement of the organization's mission. (Item 15) Breakdown of clients served. (Item 17) EACH REQUEST MUST ALSO INCLUDE THE FOLLOWING DOCUMENTS: (Item 16) Copy of IRS determination letter, confirming the organization s current 501 (c) (3) tax-exempt status or proof of government instrumentality. Line item budget for project. List of board members. Specific publicity plan to promote the project and the Foundation's involvement. One-page project evaluation plan. The Foundation staff also may request documents such as the organization's operating budgets showing all income sources and expenditures. (Item 16A) Note: A post-grant evaluation is required annually on multi-year grants. Subsequent funding for the same or another project will not be considered without this evaluation. The Foundation normally responds to all requests within eight weeks after receipt. If additional information is needed, the Foundation will contact the requesting organization.

Grant Applications Should Be Sent To Your Local Contact For more information, please call 1-800-591-9663 Regional or national in scope President SBC Foundation 130 E. Travis, Suite 350 San Antonio, Texas 78205 Local for Inland Empire SBC Pacific Bell 3400 Central Avenue, Suite 305 Riverside, California 92506 Oklahoma 800 North Harvey, Room 373 Oklahoma City, Oklahoma 7310 Local for San Antonio/ South Texas 1010 N. St. Mary s, Room 1319 San Antonio, Texas 78215 Arkansas 1111 W. Capitol, Room 1070 Little Rock, Arkansas 72201 Local for Los Angeles SBC Pacific Bell 1010 Wilshire Blvd. Room 1670 Los Angeles, California 90017 Nevada SBC Nevada Bell 645 E. Plumb Lane, Room C-142 Reno, Nevada 89502 Local for Rio Grande Valley 721 Beech Street, Floor 1 McAllen, Texas 78501 Statewide for California SBC Pacific Bell 140 New Montgomery, Room 2238 San Francisco, California 94105 Local for Sacramento/ Northern California SBC Pacific Bell 2700 Watt Avenue, Room 2302 Sacramento, California 95820 Statewide for Texas and Local for Austin-Central Texas 1616 Guadalupe, Room 634 Austin, Texas 78701 Ohio SBC Ameritech 150 E. Gay, Room 4A Columbus, Ohio 43215 Local for South Bay Area SBC Pacific Bell 100 Park Center Plaza Suite 325 San Jose, California 95113 Local for San Diego California SBC Pacific Bell 101 W. Broadway, Suite 1440 San Diego, California 92101 Local for Dallas/North Texas Three Bell Plaza, Room 1100 Dallas, Texas 75202 Indiana SBC Ameritech 240 N. Meridian Street, Room 1827 Indianapolis, Indiana 46204 Local for E. Bay Area Alameda and Contra Costa Counties SBC Pacific Bell 2150 Webster St., Room 1030 Oakland, California 94612 Connecticut SBC SNET 310 Orange Street, Room 911 New Haven, Connecticut 06510 Local for El Paso/West Texas 500 Texas, Room 312 El Paso, Texas 79901 Michigan SBC Ameritech 444 Michigan Avenue, Room 1700 Detroit, Michigan 48226 Local for West Bay Area San Francisco, Marin, San Mateo SBC Pacific Bell 140 New Montgomery, Room 2244 San Francisco, California 94105 Kansas 220 East 6 th Street, Room 505 Topeka, Kansas 66603 Local for Fort Worth/ North Texas 1116 Houston, Room 104 Fort Worth, Texas 76102 Illinois SBC Ameritech 225 W. Randolph, Room 27B Chicago, Illinois 60606 Local for Central California SBC Pacific Bell 5555 East Olive, Room B162 Fresno, California 93762 Missouri One Bell Center, Room 4104 St. Louis, Missouri 63101 Local for Houston/East Texas 6500 W. Loop S., Zone 4.2 Bellaire, Texas 77401 Wisconsin SBC Ameritech 722 N. Broadway, 13 th Floor Milwaukee, Wisconsin 53202

SBC FOUNDATION GRANT APPLICATION Form is to be used for grant requests to the SBC Foundation. 1) Organization Name: 6) 501 (c) (3) Y N 2) Address: Phone: 7) Gov. Instr. Y N 3) City, State, Zip: 4) Exec. Director/CEO: Signature: Fax: 8) Funded by United Way? Y N 5) Title: Phone: Fax: 9) PROJECT LINKS TO SBC FOUNDATION PRIORITIES: (Please check primary areas that apply to grant requests.) Education and Community Development are our primary focus. Arts & Culture and Health & Human Services are secondary program areas with limited funding. Education (Primary Program Area) Higher education technology workforce development (e.g. Computer Science, Information Technology, Math, Science & Engineering.) Initiatives to develop a diverse technology workforce Technology integration in K-16 instruction and administration Technology curriculum development and delivery Community Development (Primary Program Area) Basic and intermediate technology workforce skills development Technology integration to strengthen non-profits Technology for community infrastructure improvement Technology access/instruction for the underserved Supplier diversity initiatives Leadership development programs Arts & Culture (Secondary Program Area with limited funding.) Initiatives that integrate technology into the arts experience Health & Human Services (Secondary Program Area with limited funding.) Initiatives that integrate technology into service delivery 10) Total Project Cost: 11) Amount Requested: 12) Project Description: (Goals, clients, expected results, timetable) What other organizations are involved and how? 13) Other funding sources and amounts, pending and committed: 14) Plans to sustain project beyond the term of this request: 15) Mission of organization: SCOPE Local 16) Required documents: (Grant requests without these documents will not be processed.) 17) Clients served by the project: (Please provide the IRS 501(c)(3) Tax Determination Letter or List of Board Members percentage of each group participating; must equal 100%) Equivalent Project Evaluation Plan (and specific Publicity Line Item Budget for %African-American %Native American Plan) Project %Asian-American %White 16A) Other Documents such as Organization s Operating Budget, including income %Hispanic/Latino %Other sources, may be requested by Foundation staff. 18) Contact: Title: Date: Phone: SPECIFIC LOCAL CONTACT INFORMATION IS INCLUDED ON THE NEXT PAGE State National