Grantseeker Information and Guidelines

Contents: General Guidelines | Grant Criteria | Submission Deadlines | Required Forms

Introduction

Distributions from the Trust are made exclusively for charitable, religious, scientific, literary, or educational purposes. Mrs. Greathouse asked the Trustee to give preference to requests from charitable organizations in Midland County, Texas, to which she has contributed funds, and specifically those organizations that work with children and persons who must overcome physical and mental challenges. This expressed desire of Mrs. Greathouse does not limit the ability of the Trustee to exercise its discretion in making distributions from the Trust to qualifying organizations.

Guidelines

Applicants shall either use a pre-printed common application form or fill in and print a common application form (see below). Effective 2006 organizations may apply once every 12 months.

For organizations with the organization’s name beginning with the letter A – L should apply in the Spring and the organizations with the organization’s name beginning with the letter M – Z should apply in the Fall.

The Trustee must receive the Application by April 15 of the current year for the Spring distribution, or October 15 of the current year for the Fall distribution. If the 15th falls on the weekend the deadline will be the following Monday. Applications may be mailed or hand delivered as follows:

Grant Criteria

Grants will only be made to qualifying charitable organizations. Grants will not be made to individuals.

If additional information regarding an application is needed, the Trustee will notify the contact person of the applicant. The application and all materials submitted with it become the property of the Trustee and will not be returned.

Applicants will be notified in writing of the Trustee’s decision.

All recipients are required to make a report to the Trustee as to the utilization or status of awarded funds immediately upon the completion of the project or purpose for which the funds are requested, or annually if not otherwise disbursed. New applications from past recipients will not be considered prior to receipt of the report (interim or final as appropriate) for any previously awarded grant.

Submission Deadlines

The trustees meet on a semi-annual basis to review grant applications. If application is incomplete or if additional application pages are enclosed, application will be returned and may be resubmitted in twelve months.

Organizations with the organization’s name beginning with letter A- L should apply in the Spring and organizations with the organization’s name beginning with letter M- Z should apply in the Fall. Non-profit organizations will be able to apply for a grant from the Helen Greathouse Charitable Trust once every twelve months. Organizations should apply for only one project or program for their respective cycle.

Please use the new application and stay within the borders. We will no longer accept the old application form or additional pages to the form.

Please note that the Greathouse Checklist must be used and only the following items must accompany the application:

• Last 2 years Financial Statement (year-end)
  
• IRS determination letter of ruling of tax exempt status under Section 501c(3)
  
• Form 990 (most recent)
  
• Balance Sheet and Income & Expense Report (most recent and last 2 years [year-end])
  
• List of Governing Board Members and Officers
  
• Certification

Forms

1. Helen Greathouse Checklist
   
2. Certification
   
3. Greathouse Charitable Trust Evaluation
   
4. SF-CP Cover Page
   
5. SF-2 Funding Request Summary
   
6. SF-4 Current Year Operating Budget
   
7. SF-5 Year to Date Budget to Actual Comparison
   
8. SF-6 Prior Year Contribution Analysis
   
9. SF-7 Non-Operating Budget Detail for Capital or Special Project Funding Requests
   
10. SF-8 Non-Operating Funding Summary for Capital or Special Project Funding Requests

The preceding forms are in Adobe PDF format. You may be able to complete these forms online via your web browser, depending on your software. However, unless you are using Adobe Acrobat (not Acrobat Reader) you will not be able to save the completed form. This is not a problem with the form; it's simply a characteristic of the software. If you feel that you might want to save the text you enter on the form, we suggest typing it into a separate text document, saving it, then copying and pasting into the PDF form.