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Primary Focus Areas | Secondary Focus Areas | General Guidelines | Submission and Application Information | Reporting Process


The Margoes Foundation was established in 1984 by the will of John A. Margoes. John Margoes envisioned the Foundation would be a resource and catalyst for supporting imaginative and creative program opportunities that enabled: minority and other disadvantaged youth to obtain a college education, students from Asia and Africa to study in the United States, people with mental disabilities to live in non-institutional environments and lead productive lives, and promising biomedical scientists to engage in cardiovascular research.

THE MARGOES FOUNDATION ANNOUNCES ITS NEW VENTURE PHILANTHROPY GRANTMAKING PROGRAM. CLICK HERE TO LEARN MORE.

Geographic Focus

To facilitate interactions with grantees and provide oversight of the grant, the foundation prefers to fund eligible non-profit organizations located in the San Francisco Bay Area.

Primary Focus Areas

1) FOR MINORITY AND DISADVANTAGED STUDENTS:

The foundation places a high priority on funding collegiate and pre-collegiate programs that prepare low income, minority, and other disadvantaged students to qualify for post-secondary education, matriculate to a college or university and graduate with a degree.

College Preparatory Programs

  • To support after-school and summer academically focused programs to help minority and disadvantaged high school students improve their competence in secondary school subjects and better qualify for admission to college.

    Appropriate programs include supplemental math and science activities, tutoring and mentoring in academic disciplines, computer literacy, the arts, and music. The program sponsor must provide information about the number of high school students enrolled in the program that graduate and enroll in college.

College Programs

  • To support institutional scholarship and financial aid programs for promising minority and disadvantaged students with high academic potential.

New and Innovative Public Education Programs

  • To support programs to increase the number of minority and disadvantaged high school graduates who enroll in college and obtain a degree.

Professional Teaching Training Programs

  • To support programs to prepare teachers for teaching minority and disadvantaged high school students in hard to staff urban schools.

2) FOR PEOPLE WITH MENTAL DISABILITIES:

  • To support community-based programs that empowers people with mental disabilities to live independently and lead productive lives.
  • To support community-based programs that improve the delivery of mental health services to young people who turn 18 years old and are making the transition from residential therapeutic care to independence.

Secondary Focus Areas

1) FOR FOREIGN STUDENTS FROM AFRICA AND ASIA:

  • To support supplementary scholarship programs for African and Asian nationals to study at a college or university in the United States. Students are expected to make a direct application of their training, to the extent possible, when they return to their home communities.

    Qualifying students must have received:
  • Written notification of their admission to an academically focused or short-term technology program at a college or university in the United States.
  • A full academic scholarship and partial living allowance but fall short of the INS financial requirements for studying in the United States.

2) FOR POST-DOCTORAL BIOMEDICAL SCIENTISTS:

  • To support institutions and associations engaged in cardiovascular research.

The board holds two distribution meetings per year, and all requests are answered with a written notice within a reasonable period of time.

General Guidelines

    1. Grants are not made to individuals, annual appeals, sectarian religious purposes, to cover deficits, or for conferences and events.
    2. Funding for endowments, capital campaigns, arts institutions, and other grants are made at the discretion of the board; proposals are not accepted for these purposes.
    3. Applications must be submitted within the periods listed. Receipt of applications will be acknowledged.
    4. Although the Foundation appreciates the time and effort that each organization spends in applying, not all requests can be funded, and all decisions are made at the discretion of the board.
    5. The Foundation may request to make a site visit to a program.
    6. Grants are awarded for a one-year period and maybe be extended based on grantee performance and program effectiveness.
    7. Only one grant will be made to the same organization in a 12 month period.

Submission Deadlines, Application Review Dates, & Application Process
Applications must be received in the foundation’s office by 3:00 pm on the last date of the submission period.

Board Meeting Date Proposal/Renewal Submission Dates  
November 2012 July 23rd - August 8th

Submit by email (as much as possible):
Please send us a proposal that provides the following information (10-12 point font size only).

  • Cover letter, on organization letterhead with contact information, that briefly summarizes the request for funding (including the amount) and lists the required attachments (not to exceed one page)

  • Proposal Narrative, with a header on each page identifying your organization, that addresses the following information (not to exceed five pages):
    1. Concise description of the organization including history, mission, geography and population(s) served, and type(s) of programs and/or services provided.

    2. Concise description of the program/project including target population, need, purpose, specific goals/objectives, timeline, evaluation, and lead staff qualifications.
  • Attachments, please also submit the following documents (these documents are not part of the five page narrative limit.)
    1. Organization budget detailing all proposed expenditures and projected sources of funding.
    2. Program/project budget detailing all proposed expenditures and projected sources of funding.
    3. A list of other funders (including amounts, whether single or multi-year, and whether pending or committed) for the program/project and for the organization as a whole.
    4. Financial statement showing actual revenue and expenses for the agency’s most recently completed fiscal year.
    5. A list of the members of the board of directors, if it does not already appear in your other materials (such as on your letterhead).
    6. Copy of the agency’s IRS 501(c)(3) tax-exempt determination letter.

For environmental and economic reasons, please do not use binders, folders, or other binding for proposals, audits or supporting attachments, and please do not send audio-visual materials unless requested. Thank you.

Proposals should be sent to Hector Melendez at hmelendez@pfs-llc.net, however if you don’t have the capability to send your signed cover letter or financial statements via email, please send hard copies by regular mail to the address listed below.

Reporting Process

Grant Renewal Requests

If your organization is reapplying for a subsequent grant from the foundation, a Grant Renewal Form is required and should be submitted in lieu of a final Grant Report Form. (Please note: Grant Renewal Requests follow the same application deadlines listed above.)

Grant Report Requirements

If your organization is not seeking consecutive year funding, a Grant Report Form must be submitted at the end of your grant period (one year from receipt of grant)

Contact Information

Hector Melendez, Managing Director (hmelendez@pfs-llc.net)

MARGOES FOUNDATION
1660 Bush Street, Suite 300
San Francisco, California 94109
Tel: (415) 561-6540
Fax: (415) 561-6477
www.margoesfoundation.org


Forms

Grant Report Form
Grant Renewal Form