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 2008:
Invitation Process
1. Applications for new grant requests are given
by invitation only.
2. In order to receive an invitation, your
organization will need to submit to the Foundation a single page 'Request for
Invitation' letter using your organization's letterhead. This 'Request for
Invitation' letter should describe your organization's objective and the
specific project for which the grant would be used. Please be sure to
include an estimated amount for the grant as well as your contact
information including email address if available. 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 invitations will be posted on
the Foundation website: www.jmlongfoundation.org.
4. If your organization has sent a 'Request for
Invitation' letter 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 letter to request an
invitation 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.
