Older Adult Core and Program Grants – Applications due Monday, August 15, 2017 by email to firstname.lastname@example.org
Older Adult Core Grants – Maximum grant request $20,000
Older Adult Program Grants- by invitation only – Grant amount request unlimited – please review with MHF prior to submission
Our Older Adult Program Grants includes invited proposals only that seek to convene regional stakeholders addressing the important issues facing older adults who wish to age in community. These issues include, but are not limited to, housing, care giving, transportation, and social/civic enjoyment.
Our Older Adult Core category supports core operating expenses for organizations that provide programs and services promoting social and civic engagement of older adults and/or programs and services. These grants assist organizations in meeting their stated mission by funding overall organization core operations, independent of direct service costs, and may include administrative operating expenses.
Examples of Core Grant Support funding might include the following:
- Audit expenses
- Office Equipment
- Technology and Training
- Benefits and Insurance
A completed grant application includes all documents in items 1-2 listed below plus a profile with the Greater Kansas City Community Foundation powered by Guidestar™ or the information listed in items 3-5 below:
- Older Adult Core Application- posted by June 30
- Financial information as requested on the FINANCIAL REPORT SUBMISSIONS page of the application.
Menorah Heritage Foundation places great emphasis on having a profile with the Greater Kansas City Community Foundation powered by Guidestar™. ONLY IF YOU DO NOT HAVE a Guidestar™ profile, please include the following, along with the information above, to complete your grant application:
3. Financial documentation as described in A-D below
A. 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.
B. 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 C.P.A. 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.
C. 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 C.P.A.
D. 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.
4. A copy of the IRS determination letter indicating 501©3 status
5. A list of the organization’s officers and board of directors
Need some guidance? Click here to view a sample application and FAQs posted after June 15. If you have a question, please contact us and we will add it to the FAQ if appropriate.