The J.M. Long Foundation is a non-operating,
private foundation as defined in section 509(a) of the Internal Revenue Code. The Foundation is focused on
providing support to organizations involved with health care, education and conservation
in the communities of Northern California and
Hawaii. Preference will be given for new, innovative projects,
which will be completed with our contribution.
Please note
that grants will not be made:1) for the support of
solely religious, sacramental or theological functions; 2) in support of
political bodies or campaigns; 3) to individuals or foreign organizations; 4)
for loans;5) for purposes of
memorializing an individual, although donations may be made to memorial funds as
a means of achieving other purposes; 6) for covering operating deficits; 7) to
organizations not qualifying as either a federal tax-exempt non-profit private
organization or a qualifying public organization; 8) to supporting organizations
with a 509(a)(3) designation.
For new grants, the Foundation has the following
guidelines effective January 2010:
Invitation Process
1. Applications for new grant requests are given
by invitation only. The Foundation accepts requests for invitations only during an 'open period'. Please check www.jmlongfoundation.org to confirm when an open period is in effect.
2. There are two ways to submit a request for invitation; by online form, which the Foundation prefers, or by a hardcopy letter. Please do not use both methods.
To submit a request using our online form, use the link that will be included on this page during an 'open period.'
To submit a request by hardcopy letter, please compose a single page 'Request for Invitation' letter using your organization's letterhead. This 'Request for Invitation' letter must describe your organization's objective and the specific project or program for which the grant would be used. Please be sure to include your tax identification number, an estimated amount for the grant and your contact information including Name, Address, Phone and Email.
If your organization has a website, please provide this information as well. Send the 'Request for Invitation' letter via US mail
to:
Request for Invitation The J.M. Long
Foundation P.O. Box 3827 Walnut Creek, CA
94598-3400
(The Foundation will not accept 'Request for Invitation' letters sent via email
or fax.)
3. Updates regarding the Foundation's status for
accepting Requests for Invitations will be posted on
the Foundation website: www.jmlongfoundation.org.
4. If your organization has submitted a
Request for Invitation to the Foundation, but has not been contacted by the
Foundation, this is an indication that either the Foundation is not
extending invitations or does not have an interest in supporting your
organization's project.
5.
Should your organization wish to submit another request for a different project, please refrain from doing so until the next
calendar year.
Application Process for Invited
Organizations
1. If the
Foundation decides to invite your organization to submit a grant
request, the Foundation will send your organization an
application packet along with a specific deadline to submit your completed
application.
2. The Foundation will only accept applications
for grants using the current year application form.
3. To complete
an application, your organization will need to provide all of
the following items, submitted to the Foundation as one complete
package:
- Completed, current
year application form - Documented evidence of
your organization being a private, non-profit, federal tax-exempt organization
or a qualifying public entity (e.g., 501[c] or 170[b],
etc.), i.e. 501c3 Tax Determination Letter - Anticipated
budget and timeline for
the project - Current, unaudited
Income Statement & Balance Sheet
4. Do not send as part of the package, but you may be asked at
a later date to provide the following: - Audited Financial Statements for
the most recent 3 years - IRS Form 990 for the most recent 3 years - Annual Reports for
the most recent 3 years
5. Please send your organization's completed
application package to the Foundation no later than the deadline.Upon receipt, your application will be
reviewed to ensure it is complete for the Board of Trustee’s review and possible approval
at their next meeting.If your application package is incomplete, your organization will be notified as soon as possible. Otherwise, you can expect
to be notified before the end of December as to whether or not your grant request was
approved.
