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Annual Grant Reports
2009 | 2008 | 2007 [Click to download Adobe Acrobat Reader PDF format]
*for previous years, please contact the office

The next meeting of the Cleo Foundation will take place in September 2010, and this docket is now full. The deadline for proposals for those organizations that have already contacted the foundation is June 15, 2010.

Grantmaking Guidelines
updated 03/24/09

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 provide youth development for children 11-18 years of age, that enhance academic progress and create a sense of hope for the participants

  • Outdoor Education: camperships, scholarships, field trips, environmental education programs and other educational opportunities 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). 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 07/30/09

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:

  1. 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).
  2. Concise description of the organization including history, mission and type(s) of programs and/or services provided.
  3. Concise description of the project (if applicable) including purpose, goals/objectives and timeline.
  4. Financial statement showing actual revenue and expenses for the agency’s most recently completed fiscal year (required).
  5. Project budget (if applicable) detailing all proposed expenditures, and projected sources of funding.
  6. Copy of the agency’s IRS 501(C) 3 tax-exempt determination letter (required).

Proposals should be sent to Mary Gregory, Executive Director, at the Foundation office. Materials may be sent by email to mgregory@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: Mary Gregory (mgregory@pfs-llc.net)
1660 Bush Street, Suite 300
San Francisco, California 94109
(415) 561-6540
(415) 561-6477 (FAX)
www.cleofoundation.org