 |
accomplishments
- a listing of public albeit non-Foundation projects started (and generally completed) under the
auspices of the MPWCF |
| afterwards - this
page has to do with the Founder's death and how the Foundation dissolves after that time and,
if applicable, how any of the original Grantees receive funding while obligating themselves to future reviews, too.
We apologize that this subject comes so early near the top of this list, but
must explain that this is because
what you are reading is alphabetically listed |
| allocations
- latest instructions to Trustees regarding the Founder's most current wishes
regarding distributions to Grantees (both the annual grants as well as the
much larger final "Endowment-Creating" distributions when the Foundation is dissolved approximately two
years after the Founder's death). This page will also generally have the
most current and up-to-date estimate of the Foundation endowment according
to the MPW Trust Agreement (which is in effect, his Will and its bequests). (while
the "example" remains constant, the current total estimated
"endowment" is updated each year). |
| annual certification
- instructions only (with underlying links) on HOW to prepare the annual certification letter - DO NOT use this for your letter that you actually send us.
Use this ONLY for the guidance it gives you. |
| apartment for rent
- top page (the home page or index) for the MPWCF's apartments for rent which raise current funds
for the MPWCF grants |
| asset distribution
- a form letter that distributes the MPWCF's
endowment to the various Grantees of this
Foundtion at the time of the MPWCF's
dissolution approximately two years after the
Founder's death. This letter also
includes instructions for the care of these
"restricted assets" and expects a
return of the letter with Grantee signatures
signifying their acceptance of the terms. |
| audit procedures - a list of audit procedures
useful internally for any San Miguel organization as it has been designed for
local San Miguel Allende organization's use (and probably
incomplete or otherwise not useful elsewhere). |
|
BBB on IRS - the Better Business Bureau
discusses IRS |
|
BBB & public accountability- The Better Business
Bureau's own standards and how we reduced them to bare and basic minimums for easier
use for any less sophisticated SMA organizations |
| Beginners - a page for beginners to enable them to
understand either this web-site
OR many other web-sites |
| beginners#1 -
similar to the above, but a different slant on the same "newness"
subject. |
| beliefs -
a statement by our Founder, written in 1997, before this Foundation was even
more than a mere dream |
|
Calendar- our annual calendar with dates of our normal
activities and calendar-date requirements for both grantees and our own trustees |
| certification-example
- (this is now superceded by a separate certificate to be used as part
of the due Jan 31st template). |
|
certified (approved) grantees - a
now superceded list of the "at that
time" approved grantees as well as major criteria
and requirements for approval (see this as a
forerunner of the now current webpage " allocations
" for the latest such information). |
| Checklist (summary)
- a checklist (and summary) of what -and when- we expect each ongoing grantee to send us
each year. However, all underlying links must be read and understood first
or
this summary is useless. Please be aware that this
particular page (and the three templates that
underlie it) is an
exceptionally important page to you. |
| community services
- this is the "home page" for the "all other services
provided by the MPWCFoundation and its related interests such as a list
of people who have been designated as people to inform when their friends
have had emergency medical actions, a list of various projects
we have started and completed here in town, a few gripes,
some warnings about Gossip,
etc. |
| continuity
- a discussion, and definition, of what we meant by "continuity" and
what we require of our grantee's continuity efforts (C) |
| copyright
- copyright info, as well as info re: webpage names, webpage parts, webpage
evolutions, and problems of inconsistency |
|
correspondence very early correspondence
relating to questions (and answers) that outside people had regarding this
Foundation website |
|
crisis - a crisis that we are going (or went) through |
| critical
- a page of critical instructions to the MPWCF's
own trustees (now, or more importantly) after the Founder is
no longer physically involved in the running of the Foundation.
|
| defense
- a page that should be unnecessary but since one or more local nasty people
harmed the MPWCF by gossiping that we do not
even exist, here is our defense, complete with proofs |
| Disclosures
- examples and discussion of financial statement consistency and disclosures (and when they are necessary) (C) |
| due Oct 31st - template -
forms (or formats) to be used by grantees for both
emails and attachments in order
to completely answer all points (or questions) due each year by
October 31st |
| due Nov1-Jan15 -
template - forms (or formats) to be used by grantees for both
emails and attachments in order
to completely answer all points (or questions) due each year
just prior to Jan 15th We strongly suggest that you commence work on this well
before the due date but not email it to us until January 10th through 15th. |
| due Jan 31st - template - forms (or formats) to be used by grantees for both
emails and attachments in order
to completely answer all points (or questions) due each year by January
31st We strongly suggest that you commence work on this well before the
due date and that you incorporate prior year's input (as amended for this
grant year) in its completed state. |
| due next - we suggest you read this for "what comes next" after the Oct 31, Jan 15, and Jan 31 due dates, especially for what comes next after the Founder dies.
|
|
eligibility - what are the basic requirements for eligibility of a prospective grantee |
| emergency medical care
- a list we gathered of individual's emergency friends to call in the event that one of the persons on
this list is stricken and hospitalized. |
| endowment - after the Founder's death, the Grantees
will receive a share of the Founder's bequest to the MPWCF (currently estimated at
us$4,000,000 or more) and this is how the grantees will account for it.
|
| ETFs - an article on "Understanding Exchange Traded
Funds" and our recommendations to our own Trustees for which ones to buy as investments
suitable for this Foundation's needs (due to the fact that the MPWCF is now
scheduled to close within about 2 years after the Founder's death, new
investments by the MPWCF is no longer an expectation). |
| examples - for use
by grantees: how to create financial statements (including the use of elementary
single-entry bookkeeping) |
|
FAQs - frequently asked questions, together with
the answers to these questions |
|
Fast Track - a shortcut or faster way to make a 1st
grant request (but, only for each year's "one-time" grant). A
request for an "ongoing grant" is a later step for such a new
organization |
|
financial statement - a copy of our own latest
June 30th year-end MPWCF financial statements (updated each year). |
| financials-example
- an illustration (example or format) of good financial statements appropriate
for use in obtaining additional grants.(C) |
|
Form 990ez - a copy of IRS Form 990EZ for your review, where necessary |
| Founders Will - extracts from the founder's
Will that effects you and all other
grantees |
|
funding - how is the funding of this Foundation guaranteed (by the
founder's Will) to continue to be funded? This will give you an idea of
our planning. (updated each year). |
|
Goals & Mission - The MPWCF's own goals and mission |
|
grantees - our past and present grantees,
as well as a description of the method we use to FILE (and, of course,
retrieve) all input we receive from
others |
|
help us - we need YOUR help |
| History - a history
of the Founder's work leading up to the formation of this Foundation; and a
history of the status of the Founder's early partners in creating the Foundation |
|
history-estimates - history of increases
in the Founder's personal fortune, and how it effects the MPWCF's expected
endowment after his death (updated each year). |
|
home- the home page, the first page, the index page, of
this web-site. However, an alternative homepage for use of ongoing readers
is this site-map you are not rreading. |
| how to do it - an illustration (example) of how to account for the Endowment that each Grantee may (or will) receive after the Founder's death |
|
internal control - a review of internal
control, useful for any San Miguel Allende organization, big or small. |
| IRS financial
requirements - IRS's requirements re: any grantee's financial
information |
|
IRS information - information regarding IRS and its
requirements for us, the MPWCF |
|
IRS regulations - extracts from IRS publications regarding
contributions/donations |
| Legacy
- what we hope will be our legacy for San Miguel in the decades to come. |
| Legalities - legal documents supporting the
Foundation's legal and IRS status and its qualifying as a charitable organization
in all necessary legal jurisdictions (chiefly USA-IRS and Texas) |
|
lifetime achievement - our funding of our
Stirling Dickinson Lifetime Achievement Award |
|
loans to women - this page describes our
tentative plans for the future in which we plan to provide initial credit to
local women who have reasonably well thought out plans to start or expand
current local businesses. We
also have
links to our work in process: forms, processes, and other in process work. With
the unexpected but now necessary planned dissolution of the Foundation (see subsequent changes
- specifically Mar 21 2012 announcement for all details) this very necessary
idea can not be carried out by us. However, we hereby give any
organization that is willing to do this on a costs-recovered but otherwise
non-profit basis, our permission to use any and all ideas on this otherwise copywritten
website, but only if they adher to the copyright restrictions enumerated on that
page. |
|
minutes - minutes of our annual and any other Board meetings (updated
each year). |
|
miscellaneous - all
other services provided by this
Foundation (loans to women, grants of money and grants of management
aid, etc.) |
| newsmagazine
- our earlier attempt to supplement Atencion with a free, no advertising, non-profit,
newsmagazine addressed primarily to all of the needs of the expatriate (not the tourist) living
in San Miguel - and while this is now out of date, there are still
time-resistent articles of value to the reader today - also if anyone is
interested in taking over the publication of this copyright-protected
newsmagaze. we will allow you to do so under certain relatively minor
restrictions that can be agreed to by you and us |
| other_projects
- proposes "other projects for San
Miguel" that, if intelligently planned by
the various persons suggesting them, can be
accepted by the Founder's Executor as
alternatives to distributing the MPWCF's
dissolution-time endowment to USA sources. |
| potentials - a
list of, and information about,
potential grantees (as yet "unapproved") |
| promises
unkept - a
discussion and listing of the Founder's occasional disillusionments with San Miguel and its Gringo
and Mexican people who repeatedly make
promises that they do not keep |
| publicity
- a page of publicity and public relations which, prior to publishing it here
just recently,
we have resisted using for these many years. |
|
replace founder - instructions to all replacement trustees (as well as to the other trustees) when the time comes to replace the founder after his death
or disability. |
|
requirements for the first year - initial requirements for a first-time prospective grantee
|
| requirements for future years - ongoing requirements for a grantee returning for the second or
any ater years
|
| Site Map
- this site map (THIS page) that you are now viewing - this page may
be considered the most up-to-date "Table of Contents" available to
you.(C) |
| SMA's own online newsmagazine
- top page (index) for SMA's alternative (and free with no advertising) online
newsmagazine -
our attempt to supplement Atencion with a non-profit,
newsmagazine addressed primarily to all of the needs of the expatriate (not the tourist) living
in San Miguel - and while this is now out of date, there are still
time-resistant articles of value to the reader today - also if anyone is
interested in taking over the publication of this copyright-protected
newsmagazine. we will allow you to do so under certain relatively minor
restrictions that can be agreed to by you and us |
| some additional details - additional details of requirements for grantees returning for the second or later years
(especially necessary reading when you are writing "replies" to
us) |
| specifics regarding "potential grantees not approved"
- additional detailed comments and reasons for current status of
"potentials" |
|
subsequent changes - the table at the top
of that page describes a new fact: this Foundation is going to be dissolved
earlier than previously expected. This will effect you
NOW. It also has facts regarding changes to this
Foundation's procedures that occur AFTER the founder has died (and
how you, the reader, can ascertain whether or not they were appropriate
changes |
| Table of Contents Page - Table of Contents page for this
web-site |
| templates
- forms (or formats) to be used by all grantees in their
planning (final forms are due Oct 31, Jan 15, and Jan 31 or every year) for both
emails and attachments in order
to completely answer all points (or questions) asked each year (C) |
| 10 things
- SmartMoney Magazine made 10 statements about non-profit organizations (what
you should worry about and what such organizations won't tell you) and why many
of the non-profits are not quite what they profess to be. We address such
problems with how we deal with (or respond to) all of these 10 potential problems. |
|
transparency - a discussion, and definition, of
what we meant by our important requirement of "transparency" (C) |
| Trustees - the details and instructions that
govern how our trustees run this foundation,
now and most importantly (as a continuing legal restriction in the Founder's Will) after his
death. |
| volunteers - what we suggest local
organizations should be doing with their OWN volunteers |
| we do it too - our own
attempt at answering (for purposes of additional transparency and continuity)
the "20 questions" and the Continuity questions |
| Welcome!
- the contents of a copywritten brochure created to Welcome new Renters (or
visitors of any kind) to San
Miguel Allende |
|
why this info - why we MUST have the information we request - there are no legal ways for us
NOT to receive this required information and still provide ongoing grants to
organizations. |
