Small Capital Grants – Application Questions

Application Format Instructions

Be sure to use letter sized paper and Times New Roman (or similar) 12 point font, with 1.5 or double spacing. Do insert a footer on each page as follows: “Your Organization’s Name Grant Application” and page number. The application must not exceed five pages, including the budget.

The application and its required attachments must be submitted electronically to the Director of Grants & Capacity Building, . Paper applications will not be accepted.

General Information

  • Organization Name:
  • Grant Contact Name, Title & Email:
  • Executive Director Name & Email:
  • Organization Address & Phone:
  • Note whether you are registered with local 211:
  • Organization EIN#:

Financial Information

  • Fiscal Year Start & End Date:
  • Current & Previous FY Annual Operating Budget:
  • Reserves:
  1. Do you currently have cash/unrestricted operating reserves? If so, note how many months of reserves you have and how you plan to grow the amount in the future.
  1. If you do not have an operating reserve, what is your plan for creating and growing one?
  • Endowment Fund: Note if your organization has an endowment fund, and if so, include approximate endowment fund value and asset custodian.

Organization & Project Information

  • Briefly describe your organization’s mission, the constituency you serve and the programs/services you offer to the community.
  • Project Name & Location, Start & End Date:
  • Project Description: Briefly describe the project/purpose you are seeking funding for. Mention:
  • The issues that will be addressed, the significance of those issues, and their impact on McLennan County. Be sure to include a statement about the need for this program/service as well as data that indicates why this project is needed at this point in time.
  • The populations that will benefit and estimate the number of people/units to be served (include, as appropriate, demographical information). Indicate the proposed cost per person/unit to be served.
  • Describe your action plan/strategy and how your project will expand or complement existing community services.
  • Identify any similar service providers as well as any arrangements to collaborate with other organizations if appropriate.If your organization delivers services within the area of health, education and/or financial security, be sure include information on how your organization is collaborating with Prosper Waco and which of their goals your organization is aligning itself with.
  • Proposed Outputs & Outcomes:Briefly list the anticipatedoutputs andoutcomesfor the project. Mention the types of changes you anticipate from this effort (e.g. behavior, knowledge, skills, condition or status) and how you intend to monitor for that.Briefly mention the measurable indicators you will use to determine whether the outcomes have been achieved and the data collection methods you will use to evaluate whether outcomes are achieved. Outcome measurements are important to the Foundation,to learn more about themclick here.
  • Waco Foundation Impact Alignment: Describe how the project furthers the missions and priorities of Waco Foundation.
  • Amount of Request - The foundation is often unable to provide full funding for requests, and expects nonprofits to solicit funds from a variety of sources. Indicate what other fundraising activities you are undertaking to achieve this goal, the total funds raised to date & total funds being requested from Waco Foundation.

Attachments (pages counted separately)

  • Cover letter signed by Board Chair & Executive Director.
  • Project Budget (chart/table format is preferred) & Budget Determination:
  • As appropriate, describe how the cost of the project was determined (e.g., competitive bids, architect, and contractor). Sheet listing three bids for the work in question (as appropriate).
  • State the total capital budget and project’s annual operating costs.
  • Explain your plan for funding the project after this year.
  • Organizational budget for the current fiscal year & budget comparison (budgeted and actual spending) for the previous two fiscal years.
  • List of your board members, their terms & individual attendance rates for the last 12 months and whether or not they have participated in any board (four hours or more) and fundraising training within the last three years.

Note:If you have not applied to the Foundation prior to this, or if your last application was submitted prior to spring of 2013, please submit the following additional attachments:

  • Most recent Form 990.
  • Previous fiscal year end to date Statement of Activities (income/revenue & expenses). A sampleStatement of Activitiestemplatehas been provided.
  • Previous fiscal year end to date Statement of Financial Position (assets & liabilities). A sampleStatement of Financial Positiontemplatehas been provided.
  • Budget Comparison for Previous Fiscal Year (proposed v. actual). A sampleBudget Comparison templatehas been provided.
  • Organizations with a budget of $300,000 or more must submit a copy of their most recent audit AND the auditor’s management letter (aka letter on internal controls). If a management letter was not issued, submit a letter from the auditor stating such.

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