How to Apply if You Are Not an IRS 501(c) (3) Organization

Note: this information will be required at the stage in the application process where a full proposal is requested from you. It is not required as part of a letter of inquiry.

As a private foundation, we are not allowed to use fiscal agents in the process of grant making. For those organizations that do not have 501(c) (3) status with the Internal Revenue Service, there are two alternatives though these types of grants are rarely awarded:

Expenditure Responsibility

Expenditure responsibility is only slightly different from the approach we take with other grant requests. This process effectively places responsibility for determining the charitable status of funded activities on the Foundation (rather than the IRS), but it also allows us to make grants directly to organizations such as yours without going through intermediaries.

In addition to the proposal requirements listed on the standard grant application, expenditure responsibility requires us to obtain the following:

If your organization receives a grant from the Foundation, you will be asked to keep Public Welfare Foundation funds in a separate account along with other funds received for the same work. At the end of each year, we report directly to the IRS on the progress of your grant.

Fiscal Sponsor

A fiscal sponsor is an organization that has agreed to work with you because in doing so, it furthers its own charitable purpose. For those organizations applying to us with a sponsor, we require:

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