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Sarah K. de Coizart Perpetual Charitable Trust

Guidelines

The Sarah K. de Coizart Article TENTH Perpetual Charitable Trust was established in 1992 under Mrs. de Coizart’s Will. Annual distributions from the Trust are managed by JP Morgan Chase Bank.

Funding Interests
 



Geographic Focus:
For species conservation: the Northeast region of the United States

For blindness-related services and research: the Northeast region of the United States

Restrictions:
No grants are made to individuals or for matching gifts or loans.

Eligibility:
Organizations must be classified by the Internal Revenue Service as public charities and tax-exempt under section 501 (c)(3) of the Internal Revenue Code of 1986.

Grant Information:
Grants range in size from $20,000 to $75,000 per year. Multi-year requests are considered.

Grant Cycle:
The annual proposal deadline is October 1. Grants are made in January.

Type of Support:
Project

JPMorgan Chase Relationship:
Trustee

Application

Please include the following items in your organization’s request:

1. Proposal (maximum of three pages, 12 pt. font, normal margins) which includes:

a. Overview of the organization (i.e., primary goals, needs or problems being addressed, population served)
b. Description of the project for which you are seeking support

i. Statement of purpose and the needs being addressed by the project
ii. Population served and how they will benefit from the project
iii. Project timeline/anticipated project duration

c. Brief biography of the executive director and key project staff

2. Project budget

a. If it is a two-year request, please include a two-year projected budget
b. Include a list of foundation, corporate and other support applied to the budget

3. Current fiscal year organizational budget

a. Also include a projected budget for upcoming year (if available)
b. Indicate if the organization has an endowment

i. Quote the most recent value of the corpus
ii. Indicate if the funds are permanently restricted or board restricted

4. List of foundation and corporate supporters

a. Include a list of funders for the current fiscal year
b. Also provide a list from the most recently completed fiscal year
c. Include foundation and corporation names and amounts

5. Most recently completed audited financial statements

6. List of board members

a. Include affiliations (employer)
b. Include years of service
 

Please note:
All applications to the
Sarah K. de Coizart Article TENTH Perpetual Charitable Trust
must be submitted online.


Contributions

Total Contributions in 2022: $1,801,234




Contact Information

All application materials must be submitted online.

Grant receipts and reports should be addressed to grant.reports@JPMorgan.com.

Other questions should be addressed to:
Carolyn Winter, Program Officer, carolyn.r.winter@jpmorgan.com
Lindsey Crane, Program Officer, lindsey.s.crane@jpmorgan.com
Cheryl Anhava, Program Officer, cheryl.b.anhava@jpmorgan.com