The Menorah Heritage Foundation is excited to announce the launch of its new online grant system. We have added a simple Letter of Intent (LOI) to this process to help us better schedule in person meetings to discuss your program. Information on accessing the system and completing an LOI will be available after the July 4 holiday.
Letters of Intent are due by September 1, 2018.
Our Healthy for Life cycle seeks to support programs that proactively improve health and wellness by fostering transformational change in individual or community behaviors. The ideal grant in this category would impact mind, body and spirit. We provide seed money to innovative, trailblazing programs that will draw other funders as the programs become established. Organizations should view Menorah Heritage Foundation as a limited term source of financial support for such proactive programs.
Menorah Heritage Foundation places great emphasis on having a profile and updated information available with the Greater Kansas City Community Foundation powered by Guidestar™. ONLY IF YOU DO NOT HAVE a current Guidestar™ profile, you will need to comply with our financial documentation requirements for the application:
Financial Documentation Required:
- Menorah Heritage Foundation strongly prefers that applicants for grants in all cycles include in their submission (i) agency audited financials from the most recently completed fiscal year and (ii) the IRS form 990 from the most recently complete fiscal year. Any agency with an operating budget of $1,000,000 or more must comply with this requirement.
- If an applicant agency does not obtain an audit, and has a total operating budget under $1,000,000, then the applicant must submit (i) the IRS form 990 from the most recently complete fiscal year and (ii) a compilation letter or compilation report of certified financial statements from a practicing CPA that includes the professional’s representation that they have reviewed the income and expenses reported in the most recent 990 and those numbers appear reasonable.
- If an applicant agency does not obtain an audit, has a total operating budget under $1,000,000 and does not file an IRS Form 990 (due to exemption), then the applicant agency must submit a review of certified financial statements for the most recently completed fiscal year from a practicing CPA
- If the application deadline is too close to the end of an agency’s fiscal year to reasonably produce the above requested documents (e.g., a January grant deadline for a calendar year agency), then please submit the documentation from the prior fiscal year and supplement as soon as the most recent year accounting is finalized.
- A copy of the IRS determination letter indicating 501(c)3 status
- A list of the organization’s officers and board of directors
If you have a question, please contact us.