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What MUST an organization do so that it may receive
grants after the first grant is given?
It is critically important for any person representing any organization that wishes to
be in our grant program to know that we have NO administrative
staff (other than the Founder himself) and
therefore if the requirements stated on this web-site are NOT met, second
opportunities to apply for grants will most probably not be available, as we
have huge limitations on our time availabilities.
Be sure to read "An important
note about THIS web-site" at the
bottom of both the Home page and the Table of Contents Page.
And, one more thing, we suggest you
re-read the link "why this info"
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For each succeeding year after the first year, each organization MUST:
 | A -- between October 15th and October 31st for each year:
go to the due Oct 31st
webpage and use the templates provided to you. You should send us the
email and the attachments required by the templates you find there. A
few more notes follow.
 | It would definitely be more
efficient for both of us if you maintained an ongoing (updated annually)
list of the answers to the questions asked on the due Oct 31st
webpage. Any changes from last
year's input should be highlighted by color
differentiation as explained on that webpage. |
 | be sure to read the some additional details
webpage and follow its instructions for how to REPLY to us. The
consistent format for REPLYs and other communications between us is
important to our future relationship.
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 | B1 -- between January
5th and 15th of each year, email to us:
go to the due Jan15
webpage and use the templates provided to you. You should send us the
email and the attachments required by the templates you find there. Another
note follows.
 | Be sure to re-read our final emails from last year
(generally, at least 2) and "reply (see some details
page for method of "reply")" to us between
January 5th and 15th, explaining your actions relating (point by point) to our point by
point comments. Don't fall into your own
trap of commencing work on this step just
before the Due Date. You should
read, understand, and even commence some
of the work as early as WHEN you receive
the two emails from last year, generally
around mid-February of this year. The email should be named (see point B2-5 below)
"Subject - codename- new year - Responses to Comments in MPWCF's email
dated (mm/dd/yy)" ****#4 and #5 (see
WHY below) |
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 | B2 -- between January
25th and 31st of each year, email to us: |
go to the due Jan 31st
webpage and use the templates provided to you. You should send us the
email and the attachments required by the templates you find there. A
few more notes follow.
 | 1-to aid you in responding, we strongly suggest that you
use the following links designed
to clarify and even illustrate HOW you are to submit your input: annual certification, Checklist (summary),
and templates before you go to the due Jan 31st
webpage. |
 | 2-you must attach one combined 4-column comparative
financial statement presenting your financial situation (all in accordance with our example).
This ONE-page computerized spreadsheet (probably created on
MSExcel) should be in an
attachment named (see point B2-5 below) Subject - codename -
year - Financials |
 | 2a - in the event that
that Founder of the MPWCF has died AND you
have received your first (or even later)
distribution of your share of the MPWCF's
endowment, be sure to read and respond to
all parts of the afterwards
webpage including the preparation of the
annual analysis of the endowment
itself. |
 | 3-see Point D below and then submit a separate
attachment entitled (see point B2-5 below) "Subject - codename - year
- 7 questions". |
 | 4-remember that we need all input to be submitted via
email (with email attachments that we are able to edit and return, which
we hope will not be necessary)
****#4 and #5 (see WHY below) |
 | 5-please note that our internal filing processes
have become more voluminous and therefore more complicated as the years have passed. We now must
insist that both your EMAILS and each attachment to your email
be hereinafter named in a manner incorporating a 5-letter
coded filename for your organization (as illustrated in the
middle of Our
grantees page in a section called "Filing
Note") and that coded filename must follow this
format, e.g.,
"CASAD-2010-name of attachment.doc" (where the "CASAD"
is your 5-letter codename, 2010 is the year the grant is to be paid, and
the attachment is succinctly-named and submitted in either a .doc, .rtf,
.jpg, or .xls or other commonly used computer format) |
 | 6-submit your information for the current year (that
is the year just ended) plus a certification letter in the format shown on our annual certification
page (which includes URL links to help you understand each item prior to
answering each point).
Only after you
understand each item
should you prepare the annual certification letter you will find as the
last of the required inputs shown on the page "due Jan 31st" |
 | C -- Should you have any questions, we refer you first to this web-site,
and even more specifically refer to
the pages showing
 | FAQs - answers to "frequently asked questions". |
 | financials-example
(of financial reports) that meet our needs (and
yours, for that matter) as well as some more details
explaining what is on this page. However, for new
grantees (who have received no more than two previous grants from us), a
simpler version of a financial statement may be temporarily used as
illustrated at examples |
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 | D -- The following is required for grantee organizations who
have already received 3 or more years of grants from us.
A response can be submitted on one
email named (see point B2-5 above) Subject: codename-year-7 questions. For any point below that is very
lengthy, you may submit a separate attachment named: Subject: code name - newyear - 7 questions-point #D(1, 2, 3, etc.). Do
not reinvent the wheel here. Be sure to utilize prior year's responses
as a "starting point" (where possible) and just
edit them, update them, correct them, and definitely add to them, so that this year's
responses are better, more complete, and a greater indication of where you
now stand on each of the below points.
 | 1.
review and describe your relationship and your compliance with the
USA's IRS's regulations and how you know that this is the appropriate
status for your organization. See the two pages IRS
Narrative and IRS
financials. Include a copy of your form 990ez or state why you are
not required to file it with IRS. |
 | 2. include a narrative disclosing
your annually updated
attempts at a detailed explanation for how you will plan, control, and appropriately use the vastly higher
annual grants to your organization (from your share of our endowment
that is expected to be at least us$2,900,000 -see funding)
wherein your share
of at very least
us$20,000 each year will commence after the Founder's death -- providing
that you continue
to satisfactorily meet the annual reporting requirements (like the ones you are
reading now) prior to, and continuing after, his death.
****#2 (see WHY below) |
 | 3. include a very detailed discussion of internal financial and
management controls with emphasis on how they relate to current funding as well
as to your organization later on when our grants increase substantially (as
discussed immediately above). You will get a greater idea of what kinds of controls we
are looking for when you read internal control and
audit procedures. ****#3
(see WHY below) |
 | 4. disclose that you comply with the various goals and mission of this
Foundation as stated in various parts of this web-site, the most important
of which are your organization's transparency
(points #1 thru #4 on that page), disclosures
(points #1 thru #4 on that page)
and continuity
(points #1 thru #6c14 on that page). Please tell us how you are dealing with
these essential requirements in your own organization. The "continuity" response should
be written out in great detail and it should be the one that you use to
educate and
train your own volunteers. It should be long and growing longer as
you add, occasionally delete, but always continue to amend it for
accuracy, greater details, history, and anything else that will enable
your organization to continue its mission probably forever. |
 | 5. disclose how you protect your own organization against the slim possibility that, after the death of
our Founder, a renegade trustee (or trustees) of this Foundation may wish to
consciously or sub-consciously subvert the wishes
of the Founder. Grantees may find protection against this threat by
reading and understanding the various controls on this web-site, most
importantly the grantee's rights as specified on the trustees
page. All people, trustees included, are only
human, and huge sums of money (in excess of us$2,900,000) are involved here.
We need to know what you plan to do. |
 | 6. disclose that you are capable of planning for the future. Among
your
plans should be one to review this web-site well before deadlines. If questions are in order, and time is available to do so, we may answer them (but only) if
they are submitted well before December 31st. |
 | 7. disclose that you have read and understand all pages of this
web-site that have anything to do with your organization's current
status with this Foundation. One of the things, among many
others, we wish to get through to you is DO NOT SEND us ANYTHING that we
have not specifically requested. |
 | 8. if the Founder has died and the Foundation's Endowment has already been distributed to our Grantees, starting in the year when you have received any of those Foundation dissolving distributions, you must also send the Endowment Assets Report discussed on the afterwards webpage. |
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****Some supplementary information regarding
"Why?"
- Teresa Heinz Kerry, in describing
herself years ago, said she was a "venture philanthropist",
demanding accountability for grants. We feel that this is
normal and appropriate for us as well, and we shall continue to
require it. Ruth E. Lilly, known also as the first lady of
poetry, had demanded that even her smallest philanthropic grantee, the 3-person Poetry
Magazine organization "become financially savvy fast".
Apropos of nothing other than in memorium and as a
show of my respect, Ms. Lilly died yesterday (12/30/2009) at the age
of 94.
- you really can't expect us, after the Founder dies, to
just hand you these greatly increased sums of money every year without a
plan that he has agreed with during his lifetime. And since time
is moving on, this plan must be formulated NOW and the details fleshed out
as the years go forward.
- this is a furtherance of #2 above. We wish to be
reasonably assured that your organization does not later fall victim to the
"temptations that flesh is heir to".
- we remind you once again that rather than have
many separate pieces to any one year's email communications, the questions
and answers and answers to more questions should ALL be shown on ONE email
that conforms to our reply format, as shown on the middle third of the web
page some details.
- When we say "able to edit", we suggest that
you use emails and/or MSWord for narratives (words) and MSExcel for spreadsheet-type
(numerical financial) information
in your attachments. Emails (themselves) are fine for narratives but
not for tabulations that read better on attached spreadsheets.

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