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The next meeting of the Cleo Foundation will take place in May 2014, and interested applicants should call Katarina Menotti on January 2, 2014. For those organizations that are asked to apply, the deadline for proposals is February 28 , 2014 by 5 PM.
Grantmaking Guidelines
updated 11/6/12
Established in 1997, Cleo Foundation supports public charities in San Francisco and Mendocino counties. It is most interested in programs that can make good use of relatively small grants. The Foundation supports programs for the economically disadvantaged. Interests include:
- Education: organizations and programs that enhance
academic progress and create a sense of hope for youth 11-18 years of
age
- Outdoor Education: camperships, field trips, and
environmental education programs that can give young people ages 11-18
a new view of their world
- Hospice care for all ages
The Foundation prefers to receive requests for specific programs and projects or operating funds, but will consider grants for capital improvements and equipment (but not computers). Preference will be given to organizations with budgets under $2 million. The Foundation does not support religious entities, medical research, individuals, endowments, or annual appeals.
Most grants range from $1,000 – 20,000, and the Foundation prefers that three years elapse between grants to any given organization. The board holds one distribution meeting per year, and all requests are answered with a written notice within a reasonable period of time.
Application
Procedures
updated 1/10/13
Cleo Foundation does not have an application form. Applicants should submit a brief proposal for a specific amount. Information in this letter and attached materials should include:
- A cover letter, on organization letterhead with contact information, that briefly summarizes the request for funding (including the amount) and lists the enclosed attachments (not to exceed one page).
- Concise description of the organization including history, mission and type(s) of programs and/or services provided.
- Concise description of the project (if applicable)
including purpose, goals/objectives and timeline.
Numbers 2 & 3 together should be no more than five pages.
- Financial statement showing actual revenue and expenses for the agency’s most recently completed fiscal year (required).
- Project budget (if applicable) detailing all proposed expenditures, and projected sources of funding.
- Copy of the agency’s IRS 501(C) 3 tax-exempt determination letter (required).
- List of Board of Directors with affiliations.
Proposals should be sent to Katarina Menotti,
Program Officer, at the Foundation office. Materials may be sent by
email to kmenotti@pfs-llc.net,
however if you don’t have the capability to send your letterhead
or financial statements via email, please send hard copies by regular
mail.
Forms
Address
CLEO FOUNDATION
Attn: Katarina Menotti (kmenotti@pfs-llc.net)
1660 Bush Street, Suite 300
San Francisco, California 94109
(415) 561-6540
(415) 561-6477 (FAX)
www.cleofoundation.org