Theodore Luce Charitable Trust

Guidelines

Established in the 1940s, the Theodore Luce Charitable Trust supports comprehensive youth development organizations in New York City. Applications are accepted by invitation only.

Funding Interests:
The Trust supports programs that assist young people, ages 8-18, in developing competencies that will enable them to grow, develop their skills and become healthy, responsible and caring youth and adults. Of particular interest are programs for low-income youth that operate year-round and address the following: academics, personal and social competence, health and physical well-being, preparation for work, special interests and talents, leadership and citizenship and/or parent involvement. More specifically, the Trust seeks to support youth development organizations in one of two areas – program enhancement or capacity building.

Geographic Focus:
New York City

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 Cycle:
Proposals will be accepted by invitation only. Invitations will be mailed in February and grants awards will be announced by July of that year.

Type of Support:
General operating and program

JPMorgan Chase Relationship:
Sole trustee

Application

Invitations are sent in February and grant awards are announced in July.

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

1. Proposal (maximum of three pages) 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
 

Contact Information

All correspondence should be addressed to the appropriate contact person.

Theodore Luce Charitable Trust
c/o Carolyn Winter, Program Officer
JPMorgan Chase Bank, N.A.
Private Foundation Services
390 Madison Avenue, 14th Floor
New York, NY 10017

E-mail: carolyn.r.winter@jpmorgan.com

Receipts and Reports should be sent to: grant.reports@jpmorgan.com