Saratoga Rotary Charitable Foundation
1. Rotary Charitable Foundation Policy:
The Board of Directors meets quarterly to grant funds to charitable, educational
and other nonprofit organizations. Generally funds are granted for capital needs,
or one-time special project expenses. Grant Applications must be submitted no
later than thirty days prior to an upcoming Board of Trustee meeting. The
Board of Trustees generally meets on the third Thursday in February, May,
August and November.
Please contact the Board at charitablefoundation@saratogarotary.org to confirm
the date of the next meeting.
PO BOX 2244
SARATOGA, CA 95070
www.saratogarotary.org
charitablefoundation@saratogarotary.org

GRANT INFORMATION & GUIDELINES

The SARATOGA ROTARY CHARITABLE FOUNDATION is a charitable trust,
which makes grants from the proceeds from the annual Saratoga Rotary Art
Show. The Art Show is always held on the first weekend in May (for 2016 it is April 30th and May 1st) on the campus of
West Valley College. A Board of Directors including the President of the
Saratoga Rotary Club operates the Charitable Foundation. Questions about your
application can be forwarded to us at: charitablefoundation@saratogarotary.org

2. Rules & Requirements:
a) The Directors do not grant funds for construction or acquisition of real
estate, liquidation of loans or fiduciary obligations, or ongoing operating
expenses, such as salaries, rents or utilities. Requests must be for projects
comprising quantifiable packages of goods and/or services and include a valid
quotation for each identifiable item. Requests must contain the commencement
and estimated completion date of the project.
b) No grant may inure to the benefit of the individual members or the organization
requesting the grant.
c) Grants awarded that are for less than the total costs of capital items or projects
will be released when all the funds needed to purchase the item(s) or complete
the project have been pledged or received.
d) The Directors customarily do not grant awards to the same organization in
consecutive years. Revised 01/06 2
e) The Directors shall consider grant requests only from tax-exempt
organizations. The applicant shall provide evidence of their tax-exempt status.
f) The applicant shall complete the Rotary Grant Application form, as no other
form shall be accepted. Forms may be obtained from the Saratoga Rotary Web
Site (www.saratogarotary.org) or by contacting the Charitable Foundation at the
above address.
g) Applicant shall include names of three people or agencies that could be
contacted as references, if necessary. Please provide telephone numbers and
addresses of each.
h) Applicant shall indicate on the Grant Application the ability of the organization
requesting the grant to provide personnel and the number of hours as volunteers
to help man a Information Booth at the Art Show on the first Sunday in May.
i) The organization’s current annual budget shall be provided for review.
3. Interview - Evaluation - Review
Grant Applications shall be evaluated as follows:
a) The need for the program in the community it serves
b) The impact on the audience and the number of people who will benefit
from the grant request.
c) Location of the community to be served. Preference is given to projects
locally, although requests on the state, national and international projects
may be considered.
d) The uniqueness of the program or project.
e) The impact of the request on the organization requesting it.
f) The viability and financial management of the organization.
The Board of Trustees will review all qualified applications. Prior to Board review,
a Director shall be assigned to conduct a personal interview with the applicant
and then report to the full Board the findings and his/her recommendations. All
applicants will be notified of the Board of Directors decision.
Saratoga Rotary Charitable Foundation
PO BOX 2244
SARATOGA, CA 95070

GRANT APPLICATION

Name *
Your answer
Organization: *
Your answer
Address: *
Your answer
City: *
Your answer
State: *
Your answer
Zip: *
Your answer
Telephone: *
Your answer
FAX:
Your answer
e-mail: *
Your answer
Contact Person:
Your answer
Title:
Your answer
Telephone:
Your answer
FAX:
Your answer
e-mail
Your answer
_________________________________________________________
THIS APPLICATION MUST BE RETURNED 30 Days Prior to the NEXT SCHEDULED TRUSTEE MEETING. Supporting data for this Grant should be mailed to our P.O. Box. The data will be added to your electronic Grant Application. The P.O. Box is 2244 Saratoga, CA 95070
1 a. State the amount of your grant request. *
Your answer
1 b. Describe the purpose of the request: *
Your answer
2. How long has the organization been in existence?
Your answer
3. How many people are served on an annual basis, and in what manner?
Your answer
4. Please explain the importance of this request to your organization. *
Your answer
5. What is the purpose of the organization? *
Your answer
6. How will your organization benefit from the funds you are requesting? *
Your answer
7. Please list the percentage of other funding sources to your organization: *
a) Federal Government(%):
Your answer
*
b) State Government(%):
Your answer
*
c) County(%):
Your answer
*
d) City(%):
Your answer
*
e)Foundations(%):
Your answer
*
f) Corporations(%):
Your answer
*
g) Private Donations(%):
Your answer
*
h) United Way(%):
Your answer
*
I) Endowments(%):
Your answer
*
j) Other(%)
Your answer
*
Please explain:
Your answer
8. Will this project be funded solely by the Saratoga Rotary Charitable Foundation? *
If No, what other funding sources are you seeking?
Your answer
9. Has your organization been awarded previous grants from the Saratoga Rotary Charitable Foundation? *
If so, please list the amounts and years:
Your answer
10. Organization financial information
a) What percent of your total operating budget is spent on fundraising?
Your answer
b) What percent of your total operating budget is spent on general administration?
Your answer
11. How can your organization help Saratoga Rotary:
a) Publicize the Saratoga Rotary Art Show; and b) Provide volunteers to help in an Information Booth about Saratoga Rotary Charitable Foundation grant recipient organizations.
Your answer
Number of volunteers and hours we may count on:
Your answer
Who will be our contact for the volunteer help?
Name:
Your answer
Phone:
Your answer
GRANT APPLICATIONS WILL BE CONSIDERED ONLY IF SUBMITTED ON THIS FORM
ATTACH ADDITIONAL PAGES AS MAY BE NECESSARY.
PLEASE IDENTIFY ADDITIONAL PAGES &INFORMATION WITH THE
ITEM NUMBER AND SUBJECT.

Supporting data for this Grant should be mailed to our P.O. Box. The data will be added to your electronic Grant Application. The P.O. Box is 2244 Saratoga, CA 95070

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