WALTER P. IRISH FUND GRANT APPLICATION

Transcription

1 CONGREGATIONAL SUPPORT AND RESOURCES COMMITTEE WALTER P. IRISH FUND Purpose: The Walter P. Irish Fund, established under the terms of the Walter P. Irish Revocable Trust, is available through the Congregational Support and Resource Committee (CS&R) to provide assistance to Episcopal churches located in small Vermont towns to assist such churches with any difficulties they may be having. Guidelines: The current Grant Application Form must be filled out in full and submitted on or before the application deadline. Incomplete forms or use of the wrong form will slow the committee s consideration of the application or delay its allocation of funds. Application deadlines are January 15 th, April 15 th, August 15 th, and October 15 th. Within a month of these deadlines, the CS&R Committee will meet to evaluate applications received by the deadline dates previously noted and allocate available funds. Except in emergency situations, late applications will be reviewed only after timely applications have been reviewed and at the CS&R Committee s discretion. If the grant request is for $5, or more, the contact person listed on the application will be asked to meet with the CS&R Committee when the grant request is being considered. The committee chair will make arrangements with the contact person listed on the application concerning attendance at a CS&R Committee meeting. Funds received under this grant request are not transferable and may be used only for the purpose(s) stated in the grant application; unused funds are to be returned to the Diocese. Funds must be used within one (1) year after they have been received. The Grant Accounting Form (attached) must be returned to the CS&R Committee within thirty (30) days of the completion of the project for which the grant was made and will remain on file with the CS&R Committee. Parochial reports, assessment payments, audits, loan payments, if any, must be current and any previous grants received must have a completed Grant Accounting Form on file in order to apply for these funds. PLEASE NOTE: If completion of the project depends on the success of the grant application, please exercise caution in undertaking a project before receiving approval from the CS&R Committee. Grant funds are limited and there is no guarantee that your application will be approved even if you have already expended funds. Please provide the following information requested on the following Grant Application Form. If using printed form, add additional pages as needed. Applications and all supporting materials should be sent to: Congregational Support & Resources Committee Episcopal Diocese of Vermont 5 Rock Point Road Burlington, VT Phone: (800) (in Vermont) or (802) Fax: (802) adminasst@dioceseofvermont.org (with CS&R Grant in the subject line)

2 CONGREGATIONAL SUPPORT AND RESOURCES COMMITTEE WALTER P. IRISH FUND 1. Name of Congregation/Regional Ministry/Diocesan Organization: 2. A. Date Approved by Vestry/Inter Parish Council (IPC): B. Contact Person for the Project: Telephone Number: C. Printed Name of Senior Warden/Authorized Person: Address: 3. Check one of the following: ( ) This is a new grant ( ) This is part of an ongoing project If the request is for a continuation (or expansion) of an ongoing project, please provide an account of progress made to date. 4. Summary of Purpose of Grant: 5. Total Cost of Project: $ Amount funded by congregation/regional ministry: Amount: $ In-Kind Contribution: Amount: $ Amount requested from the CS&R Committee: Amount: $ If the CS&R Committee cannot meet the request, how will you deal with the shortfall? 6. A. Most recent Parochial Report was for the year and filed on. B. Most recent Audit was for the year and filed on. C. Our assessments payments are current. Most recent payment was made on. D. Do you have a Butterfield Loan? ( ) Yes ( ) No Our Butterfield Loan balance is $. Payments are current. Most recent payment was made on. Signature of Senior Warden/Authorized Person: Date ~ 1 ~ WALTER P. IRISH FUND

3 WALTER P. IRISH FUND 7. USE OF GRANT: Please provide a full description of this project. Please indicate how the project will benefit the congregation/regional ministry and further diocesan mission. 8. IMPLEMENTATION OF THE PROJECT: If the project involves building additions or modifications, please provide drawings or photographs, when available. 9. BIDS RECEIVED FOR PROJECT: Please provide copies of bids received for the project. If bids were not sought, please indicate why. (The CS&R Committee strongly advises the solicitation of at least three (3) competitive bids and careful assessment of them.) 10. PERIOD OF TIME: How long will the project take to complete? 11. CONSULTATION: Is the congregation/regional ministry working with a member of the Ministry Development Team? If yes, who? How does this request relate to goals developed with the team member? 12. ADMINISTRATION: If different from the contact person, who will be responsible for overseeing the project? Name: Phone Number: Address: 13. ACCOUNTING: If different from the contact person, who will evaluate and report on the progress of the project? Name: Phone Number: Address: ~ 2 ~ WALTER P. IRISH FUND

4 WALTER P. IRISH FUND 14. OTHER COMMENTS: If there is any other information you believe the CS&R Committee needs to have in their assessment of your application, please provide it here and on an additional sheet, if needed. 15. CHECKLIST OF REQUIRED DOCUMENTS: Please attach the following required documents to ensure your application is complete before mailing/ ing: ( ) Current Year Budget & Year-to-Date Financial Statement ( ) Most Recent Year-End Financial Statement ( ) Initiative II Grant Application ( ) Drawings or Photographs (if available) ( ) Copies of Three (3) Bids ~ 3 ~ WALTER P. IRISH FUND

5 CONGREGATIONAL SUPPORT AND RESOURCES COMMITTEE WALTER P. IRISH FUND GRANT ACCOUNTING Name of Congregation/Regional Ministry and Location: Telephone: Type of Report: ( ) Interim Progress (from to ) ( ) Completion of Grant (Date: ) Original Grant Amount: $ Grant Description: Date Grant was Awarded: Using the form on the back of this page, please tell us how the congregation/regional ministry has used the grant it has received. Please attached all requested documents, and send within thirty (30) days of the completion of the project to the Diocesan Office. If you have any questions about the grant accounting report, please contact the Diocesan Office: Phone: (800) (in Vermont) or (802) Fax: (802) adminasst@dioceseofvermont.org (with CS&R Accounting in the subject line) I certify that the grant our congregation/regional ministry received from the Walter P. Irish Fund has been spent for the purpose for which it was granted. Signature: Name: (Print or Type) Position in Congregation/Regional Ministry: Date Sent: Date Received by Diocesan Office: ~ 1 ~ WALTER P. IRISH FUND GRANT ACCOUNTING

6 WALTER P. IRISH FUND GRANT ACCOUNTING Please report on the following areas. Refer to your grant application and the form approving the grant. ATTACH THE FOLLOWING WITH THIS GRANT ACCOUNTING FORM: ( ) Report of Income (the Grant) ( ) Expenses (Listing how much, when, to whom, and for what each payment was made.) ( ) Remaining Balance ( ) Inventory of any Equipment Purchased USE OF GRANT: (Tell us what has happened.) PERIOD OF TIME: (Tell us about the time it has taken.) BENEFIT TO CONGREGATION/REGIONAL MINISTRY: (Tell us who benefited and how. Attach an Evaluation Report to include the following: Did you do what you planned to do? What succeeded and/or failed? What did you learn? Has this experience given you any new ideas for ministry? If you need more room, attach additional page(s). Please number the pages in order and put the name and location of your congregation/regional ministry at the top of each page. Grant Accounting Form and all supporting materials should be sent to: Congregational Support & Resources Committee Episcopal Diocese of Vermont 5 Rock Point Road Burlington, VT Phone: (800) (in Vermont) or (802) Fax: (802) adminasst@dioceseofvermont.org ~ 2 ~ WALTER P. IRISH FUND GRANT ACCOUNTING