GOLDBERG FAMILY FOUNDATION GRANT
GUIDELINES

MISSION

The Goldberg Family Foundation’s (the “Foundation”) mission is to make grants to other qualifying organizations.

GRANTMAKING FOCUS

The Foundation supports programs that further its mission. Limited grants may be made to projects and programs of special interest to Foundation Directors. The Foundation supports activities in the following areas and organizations that work in the following areas:

Basic Necessities

Children

Education

Arts and Cultural

Health

ELIGIBILITY & TYPES OF SUPPORT

The Foundation primarily makes grants to charitable organizations that have been recognized by the IRS as being public charities described in Section 501(c)(3) of the Internal Revenue Code. The Foundation tends to make grants for the following types of projects:

·Programs focused on direct services

·Initiation of new programs

·Programs with measurable impact

Grants range from $1,000 to $15,000. Applicants may apply for one-year or multi-year grants for their project. Although the Foundation does not make grants to pay for or support lobbying, it does make grants to organizations that engage in lobbying and advocacy. The Foundation does not have an IRS-approved scholarship program and therefore does not make grants, loans or scholarships to individuals. The Foundation does not make grants to other private foundations. The Foundation also does not make grants to public charities that are 509(a)(3) supporting organizations, unless the organization can demonstrate that it is neither one of the following:

·A “Type I” or “II” supporting organization with any Foundation insiders or “disqualified persons” directly or indirectly controlling either the supporting organization or its supported organization, or

·A “Type III” supporting organization (unless it is “functionally integrated”).

APPLICATION PROCEDURE

The Foundation has two processes, depending on the size of the grant requested.

For a grant of $7,500 or less for a single year of funds:

1. Submit a Letter of Inquiry.

2. We will notify you if your request has been approved.

For a grant greater than $7,500 or a multi-year grant:

1. Submit a Letter of Inquiry.

2. We will notify you if you are being invited to the next level of consideration.

3. Applicants who have not received funding from us in the past and applicants who haven’t received funding in the last 5 years should complete a proposal; applicants who have received a grant from us in the last 5 years need only supply budget information and any other new information that has arisen since the last application was submitted.

Letter of Inquiry

The first step in applying to the Foundation is a short letter of inquiry (“LOI”). Letters may be submitted at any time during the year, although they will be reviewed on a quarterly basis. LOI’s should be one to three pages long, and should include the following:

·a brief statement of the issues to be addressed, the history and goals of your organization, and your organization's involvement with these issues

·a brief summary of the activities or the organization for which you are requesting support, including an outline of your objectives, and anticipated outcomes and implications

· the approximate starting date and duration that the funding will cover

· the total amount of funding needed, the amount requested from the Foundation, and information about other sources of support, both assured and requested.

· contact information and EIN for the organization.

Letters of Inquiry may be delivered by email to markgoldberg1972@hotmail.com. All letters are first reviewed to determine if they fall within the Foundation's program guidelines. Those that do not are immediately declined. Letters that are within the guidelines are then reviewed to determine the following:

· the priority of the proposed activity within the Foundation's goals

· the impact of the likely results of the activities

We try to acknowledge the receipt of all letters of inquiry. If you do not receive a response to your LOI within a month after sending your letter, feel free to contact the Foundation. For larger grants, some applicants will then be invited to submit a full proposal; those that are not invited will also be notified.

Proposals

Full proposals will be accepted by invitation only. Because the Foundation requests more proposals than it can fund, you should not interpret such a request as an indication of likely support. The Foundation will accept a paper copy of the Foundation Application Form or the common grant application form of the Associated Grantmakers. To be considered, the proposal must be complete.

The Foundation may request additional information in writing from applicants. We might also consult with persons knowledgeable about the proposed activities and we welcome your suggestions as to who might be qualified to assist us in our review of your proposal. Finally, as part of our review, we may request to meet with applicants. Completed applications will be discussed at the next quarterly board meeting. Applicants will be notified of the board’s decision to approve or deny a grant within one month following the board meeting. If a grant is awarded, you will be asked to sign a Grant Agreement that lays out reporting and other requirements.