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Ferree Foundation

GRANT APPLICATION GUIDELINES AND PROCEDURES

The Ferree Foundation considers grant requests for specific projects, endowments and, occasionally, general operations. Grants are only made to organizations that are tax exempt under Section 501©(3) of the Internal Revenue Code. The Foundation does not make grants to individuals, nor does it make loans.

Grant requests should be in writing and mailed to Executive Director Philip L. Calhoun, Ferree Foundation, 229 N. Duke Street, Lancaster PA 17602.

Requests may be submitted at any time in the calendar year prior to September 15, but no more than one grant request per year should be submitted for any given project. The Foundation has no formal application form.

FIRST THINGS FIRST

BEFORE submitting a complete application to the Foundation, ALL APPLICANTS SHOULD SUBMIT A SHORT LETTER OF INQUIRY describing their agency and its history, their mission statement, the proposed project with an approximate budget, a list of other possible funding sources, what they wish to accomplish and how they plan to do it. All inquiries will receive a response, either with a request for a full proposal or with an explanation for the denial.

Staff will review your letter of inquiry within one month of receiving it to determine if the proposed project fits the interests of the Board of Directors. Only when an applicant has been invited to send a full proposal, should the following information be sent to the Foundation:

An introduction describing:

• The need for the project
• The plan and execution of the activities proposed
• Anticipated outcomes and how they will be measured
• Required staff and their qualifications (where appropriate)
• The life of the project and how it should develop and grow

The Budget:

• Dollar amount requested and total cost of the project in detail
• Funding received to date and list of funders being solicited
• Estimated future costs and funding schedule anticipated; one, two or three years

Support Materials:

• 501© (3) documentation
• List of names of the governing board, and their community involvement
• Audited Financial Statement from the previous year

One individual, preferably the chief professional officer, development officer, or authorized representative of the organization, should be designated as the primary contact for the application.

When appropriate, the Executive Director of the Ferree Foundation will arrange for a meeting or informal site visit.

All funded grants are approved by the Board of Directors before the end of the calendar year in which they are submitted.