E. RHODES AND LEONA B. CARPENTER FOUNDATION
Grant-Making Guidelines ‑ as of 9/26/18
Form of Applications
No forms need be filled out in order to apply; a letter application is sufficient. This letter should:
The Foundation will consider only one request from an organization in a calendar year.
- be in writing (no emails), in duplicate (2 copies), have all pages numbered and include a contact name and address
- except as stated in 4 below, be addressed to: E. Rhodes and Leona B. Carpenter Foundation, 1735 Market Street, Suite 3420, Philadelphia, PA 19103
- begin with a maximum 50-word description of the project and the amount of funding requested
- include a brief history and the purpose of the requesting organization and a fuller description of the specific project for which funding is requested
- include a detailed budget for that project, including any charges for general administrative overhead
- have enclosed (i) one copy of the requesting organization's financial statements for its current and immediately preceding fiscal year; (ii) one copy of the organization's IRS ruling that it is described in Internal Revenue Code Section 501(c)(3) and is not a private foundation under Code Section 509(a); and (iii) if the organization is required to file Federal Form 990, one copy of the organization's most recently filed Form.
The Foundation Board generally meets in the spring and in the autumn. Applications must be postmarked or private carrier dated on or before January 31 to be considered at the spring meeting and on or before July 15 for the autumn meeting.
Restrictions and Limitations
- The Foundation will consider grant requests from public charities which had direct relationships with Leona or Rhodes Carpenter during their lifetimes.
- The Foundation will consider grant requests in support of graduate theological education from United States and Canadian organizations which are public charities.
- The Foundation will consider grant requests for support of the performing arts in Richmond, Virginia. The Foundation will consider requests from public charities located in or outside Richmond, provided that the performing arts activity for which funding is requested occurs within the Richmond City limits.
- The Foundation will consider requests for any charitable purpose from public charities located in Conover, NC; Temple, TX; Tupelo, MS: Russellville, KY; and Riverside, CA. Such requests should conform to the requirements listed under Form of Applications and Application Deadlines above, except that such requests should be submitted to the Carpenter Co. manufacturing facility in the community in which the requesting public charity is located.
- The Foundation will consider requests from museums which are public charities and have a permanent collection for the purchase, conservation and exhibition of Asian art and relating to education in Asian art. In addition, the Foundation will consider requests from such institutions to underwrite the costs of exhibitions of Western art in the Peoples Republic of China or the Republic of China (Taiwan).
- The Foundation will consider funding public charities' projects and programs (e.g., conferences, resources, etc.) offering support to lesbian, gay, bisexual and transgender persons of faith, or endeavoring to insure faith communities' understanding, affirmation, and inclusion of such persons.
- The Foundation will consider requests for support of community health nursing from public charities (pre-selected by the Foundation Board) located in the communities of Worcester, Massachusetts; Richmond, Virginia; and Philadelphia, Pennsylvania.
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- The Foundation generally will not consider requests to support private secondary education, individuals, local religious congregations, or large public charities, e.g., the American Red Cross, American Cancer Society, United Way, etc.
- The Foundation generally will not transfer funds from its endowment to the endowment of another organization. Grants are made for specific projects, programs and operating support.
Guidelines as of 9/26/2018