Phase I Application

 

PHASE I APPLICATIONS FOR THE WEDNESDAY, NOVEMBER 1, 2017 DEADLINE WILL BE ACCEPTED ONLINE ONLY

 

Deadlines

For the December grant cycle, Phase I applications must be submitted online no later than May 1, 4:30pm (PT). For the June grant cycle, the online submission deadline is no later than November 1, 4:30pm (PT). If a deadline falls on a Saturday or Sunday, the deadline is 4:30pm (PT) on the following Monday. Applicants will not be able to submit Phase I applications after the deadline. We appreciate early submissions.  For more information about deadlines, please see our Grant Cycle Timeline.


Notification

Applicants will receive an email receipt confirming an application has been submitted and received.  The Foundation will formally acknowledge eligibility of Phase I applications within four weeks. Completed applications are then carefully reviewed and the Foundation will notify those applicants that are invited to submit a Phase II proposal. No inquiries regarding applications will be entertained in the interim.


Requirements

The Foundation will only consider applications that are complete and contain all the requirements listed in the Phase I application, along with all the required attachments.

Items you will need to complete in order to submit a Phase I application online:

  • Institutional Priority of Request (Foundation provided form)
  • Project Budget (Foundation provided form)
  • Fundraising History (Foundation provided form) NOTE: Please use the appropriate Fundraising History Form according to when your application was started   
    Fundraising History Form (Excel version for applications opened AFTER 10/5/17)
    - Fundraising History Form (Word version for applications opened BEFORE 10/5/17)
  • Financial Statements (Copy of the organization’s current full, certified, audited financial statements prepared on an annual basis in conformity with generally accepted accounting principles. An accountant’s review or compilation does not suffice. If in existence less than five years, the organization must be able to provide at least two consecutive full, certified, audited financial statements prepared on an annual basis.)*
  • IRS Determination Letter (Copy of the institution's determination letter(s) from the United States Internal Revenue Service stating the institution is: exempt from federal taxation as defined by Section 501(c)(3) of the Internal Revenue Code and be designated as: a public charity (and not a private foundation) as defined by Section 509(a)(1) or 509(a)(2) or 170(b)(1)(A)(I-VI) of the Internal Revenue Code; or an exempt operating foundation as defined by Section 4940(d)(2). If the institution is a government unit or part of a group, please refer to the Eligible Institutions page for more information.)*
  • State of California Determination Letter (Determination letter from the California State Franchise Tax Board verifying 23701(d) tax exempt status.)*
  • Governing Board (Concise list of members of the institution's governing board)
  • Fact Sheet or Annual Report
  • View the full application here

*All tax exempt documentation and audited financial statements must be in the same, current and full name of the qualifying organization.


Undergraduate Education Program Phase I Application

All applications must be submitted through the official liaison to the Foundation.  Applications submitted through other personnel will not be accepted.

Applicants may submit one Phase I application online per grant cycle to each of the areas for which they are eligible: Medical Research, Science and Engineering Research, Undergraduate Education and Southern California.

To start a NEW Phase I application in the Undergraduate Education Program: 

APPLY HERE »

Returning Users:

To access applications in progress or submitted requests, log into your account portal here.

 

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