Older Adult Grants

Please make sure you have read our grant information page.

Older Adult Grants – Maximum grant request $20,000

Applications will be due Tuesday, August 15, 2018. This process is not yet open.

Our Older Adult operating grants support core operating expenses for two categories of participants.

  1.  Organizations that exclusively or primarily serve older adults and provide programs and services promoting social and civic engagement of older adults.
  2. Organizations that do not specifically serve older adults, but have programming that is designed exclusively for older adults. For example: an organization with clients of all ages who offers specific medical support only to older adults.

This core operating support is defined as expenses incurred for day-to-day operation.  Examples of Core Grant Support funding might include the following:

  • Audit expenses
  • Rent
  • Utilities
  • Office Equipment
  • Technology and Training
  • Benefits and Insurance

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, you will need the following to complete your grant application:

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.

A copy of the IRS determination letter indicating 501©3 status

A list of the organization’s officers and board of directors

Older Adult Special Initiative Grants

Older Adult Special Initiative Grants are limited to invited, collaborative proposals that convene Kansas City metro area stakeholders addressing important issues facing older adults who wish to age in community.  These issues include, but are not limited to, access to community based services (healthcare, housing, care management, transportation, etc.)  and social/civic engagement.  A meeting with Menorah Heritage Foundation is required.

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