The Dana Brown Charitable Trust Organization Synopsis Name of Organization: Amount of Request: $ Brief Synopsis of Grant Request: NOTE: Do not print smaller than 12-point type; Limited to 1,000 characters i:\groups\wp\forms\foundations\dbgrantapp.do 7/26/13 The Dana Brown Charitable Trust Grant Application Form Date: Applicant: (Name as it appears on IRS Determination Letter; add commonly used name, if different.) Address: Street City State Zip Contact Person: Name Email Telephone Signature of Board Officer Signature of Chief Executive Officer Print Name Print Name FAX NOTE: Do not use print smaller than this 10-point type; No attachments allowed except for Section 3; Each question limited to 2,000 characters. 1. Amount requested from Foundation: Indicate with check mark whether request is for: Special program Major capital expenditure Operating support State very briefly the specific purpose to be served by the requested grant: 2. Brief description of your organization and its primary objectives: Date established: No. of paid employees: No. of currently active volunteers: 3. Include list of Board of Directors (attachments for this section only are permissible): 4. List previous grant applications to the Trust during the past five years. Date of Application Purpose i:\groups\wp\forms\foundations\dbgrantapp.do Amount Requested Amount Approved 7/26/13 The Dana Brown Charitable Trust Grant Application Form Page 2 Applicant: (Name as it appears on IRS Determination Letter; add commonly used name, if different.) 5. Fully describe (to the extent of the allowed space) the general purposes, specific objectives and duration of the program for which you are seeking funds. 6. How was the need for this program determined and how will this program respond to the needs? 7. Describe your organization’s special qualifications to address these objectives. 8. List other groups addressing the same or related objectives and the extent of your coordination with each in developing your proposal. 9. What is the total amount needed for this program? List other sources of support to which you are making application for this program: Source Amount Requested Current Status 10. If the project is successful, how will it be funded in the future? 11. Describe the program’s evaluation plan. Please be specific about who will evaluate it; expected dates for assessment of your objectives; criteria for judging success (such as dollars saved, problems solved, etc.) i:\groups\wp\forms\foundations\dbgrantapp.do 7/26/13 The Dana Brown Charitable Trust Grant Application Form Page 3 Applicant: (Name as it appears on IRS Determination Letter; add commonly used name, if different.) 12. General financial information: Please provide the following financial information for your latest fiscal year and for your current budget. (St. Louis chapters of national organizations should provide St. Louis information only.) Latest Fiscal Year Current Annual Budget Revenues Fees, admissions and other earned income (other than government contracts) Government programs* Interest and other investment income United Way Memberships and individual gifts Foundation grants* Corporate grants* Other Total *List below the names and amounts of your five largest sources in the marked categories in the latest fiscal year. (top 5 overall) Latest Fiscal Year Current Annual Budget Expenditures General and administration Program Fundraising Property, plant and equipment Other Total Please submit ten (10) copies of your cover letter on letterhead, the completed synopsis page, the completed and signed grant application, board/officer list and IRS 501(c)(3) determination letter. When completed, send to: i:\groups\wp\forms\foundations\dbgrantapp.do Carol Eaves The Dana Brown Charitable Trust The Private Client Reserve of U.S. Bank Mail Code: SL-MO-CTCS 10 North Hanley Road Clayton, MO 63105 7/26/13 The Dana Brown Charitable Trust Instructions to Complete Grant Application Form The Trust receives hundreds of grant requests each year. In order to give each request a fair and balanced review, this grant application has been designed by the Grants Committee to give it the background information it needs to make an informed decision. Applicants must complete the form exactly as directed or the request will be rejected by the Trust staff before consideration by the Committee and returned. Please complete the Organization Synopsis page. Please be brief and concise as spacing is limited to 1,000 characters. Applications which are not signed by both the Senior Board Officer and the Executive Director will be rejected and returned. Applications with missing, incomplete or non-responsive answers to any of the twelve (12) required sections will be rejected and returned. Applications which call for the Committee to refer to attached materials in lieu of a response in the spaces provided on the grant application will be rejected and returned (exception is Section 3, Board of Directors). Ten (10) copies of your cover letter on letterhead, the completed synopsis page, the completed and signed grant application, board/officer list and 501(c)(3) determination are the only items that will be accepted. All other information will be discarded. The grant making committee meets on a quarterly basis and requires that the completed paperwork be in our office no later than the 15th of February, May, August, or November. The meetings are held in the month following these deadline dates. Please Note: All organizations must take one full fiscal year off prior to reapplying to The Dana Brown Charitable Trust, regardless of whether the organization has been approved or declined for funding. The fiscal year of The Dana Brown Charitable Trust is July 1 to June 30. i:\groups\wp\forms\foundations\dbgrantapp.do 7/26/13