September 08, 2008      

Eligibility

Grant proposals are considered from established tax-exempt organizations and institutions whose purposes are charitable, educational, scientific, artistic, or care giving. Applicant organizations must have a 501(c)(3) non-profit tax-exempt status to be eligible to apply. Proof of 501(c)(3) status is required. Individuals are not eligible to apply.

Application Periods

The Foundation's Board of Managers meets three times per year, during March, June, and October. Application cut off dates are March 1 for the spring funding period, June 1 for the summer funding period, and Sept 30 for the fall funding period. Applications submitted after September 30 will not be considered.

Only one project or program application will be accepted each year. Applications may be carried over for consideration into a future period during the same calendar year. If a grant is approved, further applications from the same organization within the same year will not be considered.

Application Procedure

Application for funds may be made in one of two ways:
  1. (Preferred method) Apply online using the Dee Foundation Application Form.

    You will need to enter your IRS Tax ID# to begin the online application process. Further instructions are included within the online application.


  2. Submit a written proposal to the Foundation's Trustee, Wells Fargo Bank Institutional Trust Services.
Application address for written proposal:
Wells Fargo Bank, N.A. - Institutional Trust Services
P.O. Box 25491, Salt Lake City, UT 84125-0491

Mail to the attention of the following trustee representative:
David L. Buchman, Vice President & Relationship Manager
MAC U1228-050

Provide 2 complete copies of the proposal, which should include the following components:

One-page summary of request, to include:
  • Name of organization, address, phone & fax numbers
  • Name, title, and email address of contact person
  • Tax status - 501(c)(3) as of date
  • Brief description (one or two sentences) of grant request
  • Date of request
  • Amount requested and term
Attachments
  • Description and purpose of organization
  • IRS determination letter of 501(c)(3) status
  • Financial statement / annual operating budget
  • Project goals and description
  • Project budget
  • Other sources of project support, both committed and solicited
  • Names of officers and members of governing board
If you include supporting documents, please provide only 1 copy of each.

©2008 Lawrence T. Dee - Janet T. Dee Foundation