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INFORMATION AND INSTRUCTIONS FOR SUBMISSION TO ISLA CARROLL TURNER FRIENDSHIP TRUST
Submission to Isla Carroll Turner Friendship Trust (hereinafter referred to as “the Friendship Trust”) is a simple process. Only fully complete proposals received by January 31st will be considered for funding. Proposals will be accepted as early as August 1st of the prior year. Only those 501(c)(3) organizations with offices in Texas may submit and all funds must be managed and used within the State of Texas (this restriction is imposed by the trust document establishing the Friendship Trust). All funds must be used to benefit the elderly in Texas. Any questions as to qualifications or any other issues should be posed to Ms. Patricia “Pat” Moser, Executive Director (713) 237-1117 or e-mail pmoser@ictft.org The required application form will only be accepted via e-mail. It will not be accepted if it is altered in any way or is mailed. If a proposal is received by the deadline and is incomplete it will not go before the Board due to being incomplete. Therefore, it is highly recommended that requests be submitted early. The application form is to be e-mailed and all supporting documents should be sent via conventional mail, over night or hand delivered. On the application form you will find yellow, highlighted areas. If you will simply place your mouse pointer on the highlighted area of the question it will explain the most commonly asked questions concerning that topic. Please fill in the answers to all posed questions. If you are requesting funding for general operating support of your organization it is not necessary to answer project/program questions. However, if you are requesting for a particular project or program we do require that all questions on the application form be completed including operating questions. Do not, however, answer any question “SEE ATTACHED”. Applications with “SEE ATTACHED” as answers will not be accepted. We ask that basic information be supplied on the application form. The application form is the only part of your request that is read by the Board of Trustees -- therefore it is critical that this information be supplied fully and correctly. Greater detailed descriptions of both your organization and any programs/projects for which you may be requesting funds may be sent in the form of a one to four (1-4) page letter with your supporting documents. The following documents are required for submission; the organization’s Letter of Determination from the Internal Revenue Service (the entire document)—this document is a letter from the IRS in which your 501(c)(3) status is granted (if you are a religious organization under an umbrella Determination we ask for a copy of the page in the Official Directory of your “Church” listing your organization as an affiliate); if your organization has undergone a name change since your formation, we also ask for a copy of the document from the IRS acknowledging said name change (if your organization has undergone multiple name changes we do need documents acknowledging all name changes); for those charities required to file a Form 990 tax return, we ask for a copy of the most recent Form 990 available (the entire document); a list of your current Board of Directors; a current/proposed operating budget for the organization (if a national organization we ask for the budget of the local office only and, lastly, if requesting funding for a specific project or program we also ask for the current/proposed project/program budget. All supporting documents should be submitted the same time the application form is submitted. All supporting documents should be mailed to: Ms. Patricia "Pat" Moser Executive Director Isla Carroll Turner Friendship Trust Mellie Esperson Building 815 Walker Street, Suite 1543 Houston TX 77002-5724 After submission, if you should find any questions on your application form that need to be changed please e-mail the changes only to Ms. Pat Moser at pmoser@ictft.org. These changes should not be made on a new application form, but only as information in a regular e-mail format. Do not re-send the application form without first discussing re-submission with Ms. Pat Moser. This is most important! You are welcome to telephone Ms. Pat Moser with any questions you might have concerning submission. You are welcome to call and verify that your proposal did arrive and is complete. However, if your request is submitted within the last week or so before the deadline, we cannot guarantee that we will be able to extend this courtesy due to the sometimes overwhelming number of requests received. You may download a Checklist of Required Documents needed for submission. Click Here for Checklist Please Click on FAQ Link for Help on Send e-mail with an attachment. Click Here for FAQ |
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