William E. and Maude S. Pritchard Charitable Trust

Guidelines

In his will, William E. Pritchard made provisions to establish the Trust in memory of himself and his wife. Upon Mr. Pritchard’s death in 1982, the fund was established.

Funding Interests:

• Community development (affordable housing, economic development)
• Community-based health care (primary care access and delivery)
• Education (early education, K-12 public schools)
• The environment (land and water conservation, parks and gardens)
• Social services (hunger, immigration, seniors, youth development)

Geographic Focus:
Primarily Suffolk County and Nassau County, New York.

Restrictions:
No grants are made to individuals or private foundations 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:
Proposal deadline is June 1. Grants are made during one annual cycle in the fall. Organizations receiving two consecutive years of funding are required to take at least one year off before reapplying.

Type of Support:
Primarily project and capacity building support. Operating support proposals from organizations with budgets of less than $1 million are considered on a case-by-case basis.

JPMorgan Chase Relationship:
Sole 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