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Simmons Family Foundation Application Guidelines
General Information
The Simmons Family Foundation
is a private foundation established in Salt Lake City in 1986 by Roy W. and Elizabeth E. Simmons. The Foundation
is governed by a Board of Trustees who meets annually to consider grant requests. Grant ProgramThe
Foundation is committed to fostering virtues of good citizenship through religious, medical, community, art and educational
purposes. The Trustees place priority on organizations and projects serving the people of the State of
Utah.
Eligibility Criteria
Only non-profit organizations that are tax-exempt under the
Internal Revenue Code’s sections 501(c)(3) or 170(c) are eligible for grants. The Foundation does
not make grants to individuals.
Preferences
The Board of Trustees prefers not to fund organizations
that in turn make grants to others.
Application
Procedure
Please email a one-page letter of
intent summarizing the organization and project to elizabeth@simmonsfoundation.org. Organizations will then be invited to submit a formal application. Requests will be reviewed
and evaluated before they are presented to the Board of Trustees. Formal applications should consist of
a letter and other supporting documents, as outlined below.
Formal Application Letter
Organizations requesting a grant should submit a letter on the letterhead of the organization. This
letter must be signed by the chief executive officer (e.g., President, Executive Director, etc.) and should include a statement
that the CEO approves the request and endorses it as a strong priority of the organization for Foundation support. The letter must include the following information:
¾ A brief description of the history and mission of the organization and its current activities.
¾ A statement that explains the problem or issues the project addresses, how the project will respond to or resolve
that problem, and why the strategy will be effective. If statistics or opinions are included, the source
or reference should be cited.
¾ A statement of the specific population that will benefit from the project.
¾
A description of the activities and
timetable for their accomplishment.
¾ A detailed budget of the overall cost of the project, the amount of funding requested
from the Foundation and how the funds will be used. The statement should discuss how the project would
be funded after the Foundation’s funding ceases.
¾
A list of all other sources of support
that have committed funding for the proposed project, including the amount of support committed.
¾
A list of all other sources of support
from which the organization has requested funding for the project, including the amount requested, and for which a response
is pending as of the date of application.
¾ The proposed method for evaluating the project’s effectiveness.
¾
The name, title and telephone number
of the person with whom the Foundation should communicate regarding the request, if other than the CEO.
¾
A photocopy of the latest determination
letter issued by the Internal Revenue Service regarding the organization’s current tax-exempt status under section 501(c)(3)
or section 170 (c).
¾ The organization’s most recent audited financial statements. If
the organization’s financial statements are not audited, reviewed, or compiled by an independent accountant, the organization
should submit internally prepared financial statements, including a balance sheet and a statement of revenues and expenses,
marked unaudited.
¾ A complete copy of the organization’s most recently filed IRS Form 990, including
Schedule A and all supporting schedules.
¾ The organization’s current annual operating budget, including
revenues and expenses.
¾ A current list of the organization’s board of directors or trustees.
If the project has a separate advisory group, the organization should submit these names in addition to the board list.
Only one copy of material is needed. Elaborate presentations are unnecessary.
All materials submitted remain the property of the Foundation.
Deadlines
The Board of Trustees meets once a year, in the fall, to consider
grant requests. Formal grant applications should reach the Foundation no later than the following date:
August 15 – for a November decision
Applicants
can help the Foundation provide a timely response by using these guidelines as a checklist to ensure that all necessary information
is provided with the original request. The Foundation will notify the applicant that the request has been
received and ask for additional information that may be needed. All applicants are notified in writing
of action taken by the Board of Trustees. Application packages should be mailed or delivered to:
Simmons Family Foundation
Attn. Elizabeth W. Gerner
722 W. Shepard Lane, Suite 103
Farmington, UT 84025
For additional information, email elizabeth@simmonsfoundation.org.
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