Application Process & Grantee Reporting
We ask that grant applicants contact us well in advance of any deadline, and initially by a one page letter of inquiry (LOI), which may be emailed. Outline the proposed project and its approximate cost, noting the amount to be requested from the Kenneth A. Scott Charitable Trust.
The Foundation now has three deadlines each year for proposals. Applicants from Ohio and eligible areas of the other Great Lakes states may apply at any of these dates. Please request funding for only one project in your proposal. Normally only one proposal will be considered from a given organization each year.
PREPARING YOUR PROPOSAL
Complete proposals should be sent by regular U.S. mail and consist of one copy of the following:
- Transmittal letter with authorized signature and contact information for the head of staff or governing board.
- A concise proposal narrative stating the qualifications of the organization and the principal project staff or volunteers, a description of the project concept, goals and the steps involved in its implementation, eligibility criteria and numbers of beneficiaries, the roles of other organizations involved, a timeline for completion of the project, and the means by which you will evaluate its results. (For content of Spay/Neuter or TNR proposals, see the additional instructions below.)
- Project Budget showing itemized expenses, all sources of support and revenue, and the time period covered. Indicate whether these amounts are committed or anticipated. Explain how you will continue the project beyond the end of our grant.
- A completed copy of our "Organization Fact Sheet" (see below), including data on programs and animals cared for during the previous year.
- The complete IRS 501(c)(3) tax-exempt status determination letter for your organization. The award of any grant will be subject to our verification of this status and our customary regulatory review process.
- A list of your organization's officers and trustees, the percentage making an annual monetary gift to it, and the total dollar amount of those gifts. To be eligible, 100% of an organization's governing board members must have made a monetary contribution to it during the past year. Organizations that cannot meet this standard should not apply. We also make note of aggregate and average board member gifts in relation to overall group resources. Please include a copy of your conflict of interest policy if one has been adopted by the board.
- Your annual report, and membership brochure, if you publish them.
- The organization's current and previous years' budgets, its most recently available IRS Form 990, AND an independent outside Audit (for agencies with incomes of $500,000+) or Review (for agencies with incomes of $250,000-$499,999) of annual financial statements. Organizations not required to file an IRS Form 990 should send copies of their annual financial statements.
- Letters of support or other information that may support the request. Multi-agency collaboratives should have a letter or memorandum of underestanding from each agency. In-school education programs must have a letter signed by the superintendent or principal authorizing your visits.
We will contact you by phone to discuss your proposal. Circumstances warranting, we may arrange a site visit. We may also consult with other parties concerning your project. All materials become the property of the Foundation and cannot be returned.
Grantmaking decisions are the responsibility of KeyBank's Discretionary Charitable Trust Committee, which meets three times a year to consider applications. Deadlines for receipt of full proposals to be considered in 2019 and early 2020 are as follows:
|December 15, 2018||Ohio et.al. Great Lakes Proposals||March, 2019|
|April 15, 2019||Ohio et.al. Great Lakes Proposals||July, 2019|
|August 15, 2019||Ohio et.al. Great Lakes Proposals||November, 2019|
|December 16, 2019||Ohio et.al. Great Lakes Proposals||TBD in 2020|
Proposals received after these dates will be held until the next grant cycle. We will announce grant awards shortly after each meeting.
Successful grant recipients will receive a letter with the terms and conditions of our grant, which they should countersign and return to the Foundation. Shortly after the conclusion of the grant period (or earlier, if all monies have been expended), grantees are expected to provide the Foundation with a brief (1-2 pp.) written narrative report on the activities supported by the grant, their impact on the welfare of animals in the community, and the prospects for carrying on this work using other resources. Metrics on project performance should be included where appropriate, and photographs are appreciated. A separate one-page accounting of the use(s) of our grant funds must also be provided.
Please address query letters, proposals or other inquiries, and grantee reports to:
The Kenneth A. Scott Charitable Trust
c/o Key Private Bank
100 Public Square, Suite 600
Cleveland, OH 44113
Attention: H. Richard Obermanns, PhD, Executive Director