THSC FUNDING RESEARCH REPORT April 2014 A Research and Recommendation Report for the Texas Home School Coalition by the Senior-level Professional Report Writing Class of Texas Tech University
Executive Summary This report is written to provide the Texas Home School Coalition a list of possible new donors. Assembled by the Senior-level Professional Report Writing Class at Texas Tech University, this report summarizes our weeks of research. We hope that this report will identify some possible new sources for funding. Included in this report is any contact information that we could locate and a brief description of each foundation. In addition to this, we have included hardcopy grant applications whenever these documents were available. A detailed contact list and the grant applications are included in the appendix. 1 Introduction The right to an education is one of the hallmarks of American society. Without an educated electorate and citizenry, a nation cannot prosper. Knowing the lengths that the Texas Home School Coalition has gone to in order help the families of Texas educate their children, we hope that this report helps you locate additional funding. This report is designed to provide possible sources of funding for THSC. The report was prepared by a senior level Professional Writing class at Texas Tech University. We hope that we are able to provide an opportunity for THSC to locate new funding contributors.
Foundations For the list of possible funding sources for the Texas Home School Coalition, we have evaluated the following sources. We believe each source listed below is a good match for the needs and interests of THSC. These sources are primarily private foundations with interests in education. Also, most of the foundations are based in Texas. We divided the foundations into three categories: Those based in Lubbock (p. 3), those based in other Texas cities (p. 8), and those based in other states (p. 24). We hope that this arrangement increases the effectiveness of the report. Each source includes the foundation s name, a brief description of the foundation, and a section explaining why we think the foundation might be interested in supporting THSC. Included in the 2 appendix section is a detailed list of contact information for each organization.
LUBBOCK AREA FOUNDATIONS 1. The Collier Foundation The Collier Foundation is a private, non-operating, independent foundation located in Lubbock, Texas. This foundation provides most of its philanthropic budget to fund educational and religious organizations. For the 2012 budget year, the Collier Foundation gave $106,205 to three different organizations. The highest grant was $73,000. As the qualifications for candidacy for grants changes, it is necessary to contact the foundation directly to request funding application details. The foundation does require an application for funding, which may be obtained from their Lubbock offices. The deadline for this application is 3 December 31 st. The address is included below. The Collier Foundation P.O. Box 1948 Lubbock, TX United States 79408-1948
2. The Curtis and Ruby Humphries Charitable Trust The Curtis and Ruby Humphries Charitable Trust is an independent foundation located in Lubbock, Texas. In the past, the foundation has provided generous support to various organizations in the Lubbock area. They typically give grants to fund educational and religious organizations in Texas. To request funding from The Curtis and Ruby Humphries Charitable Trust, THSC should mail a letter to: Curtis and Ruby Humphries Charitable Trust 6011 87th St. Lubbock, TX United States 79424-3696 THSC may also contact the foundation at (361) 241-4605. 4 3. The Dr. E. L. and Mabel Haney Memorial Foundation The Dr. E. L. and Mabel Haney Memorial Foundation is a non-profit trust based in Lubbock, Texas. The foundation has a diverse history of funding. However, the foundation primarily funds organizations involved in philanthropy, volunteerism, and education. To apply for a grant, THSC would need to submit a proposal at the following address. Kirk Mclaughlin at (806) 687-1508. 1508 Texas Ave, Lubbock, TX 79408.
4. Lubbock Area Foundation The Lubbock Area Foundation is a philanthropic organization established in Lubbock, Texas. The foundation focuses on all areas of community need including human services, education, the environment, healthcare, the arts and economic development. 1 The foundation also provides mini-grants to teachers and funds many academic scholarships. Over the past year, the foundation gave out over $820,000 in grants and scholarships. Overall, this foundation has a history of helping individuals and organizations achieve their educational goals. To apply for a grant, THSC would need to fill out an application and submit it to the address below. In order to simplify this process for you, we attached an application in the appendix of this report. The deadlines for grant applications are February 1 st, May 1 st, August 1 st, and November 1 st. All applications are reviewed by the foundation s board. 5 Lubbock Foundation 2509 80th Street Lubbock, TX 79423 1 Quoted from Lubbock Area Foundation s website; accessed 4/29/14
5. The Helen Jones Foundation The Helen Jones Foundation is a private non-operating foundation located in Lubbock, Texas. The foundation was established in 1984 and primarily gives to charitable, scientific, literary, and educational organizations. In the past, the foundation has funded performance- and educationbased facilities in Dallas. Additionally, both the campuses of South Plains College and Texas Tech University have benefitted from the foundation s generosity. The foundation primarily gives to organizations located in or near Lubbock. In recent years, the foundation has given over $6 million in grants to organizations. To apply for a grant, THSC would need to send an application letter with the below information: 1. Signature and title of chief executive officer 6 2. Name, address, and phone number of organization 3. Copy of IRS Determination Letter 4. Detailed description of project and amount of funding requested 5. Contact person 6. Copy of current year s organizational budget and/or project budget 7. Copy of most recent annual report/audited financial statement/990 The deadline for applications is April 30 th, and the letter of application should be sent to: P.O. Box 53665 Lubbock, TX United States 79453-3665
6. The J.T. and Margaret Talkington Charitable Foundation, Inc. The J.T. and Margaret Talkington Charitable Foundation is a private foundation that funds operational expenses and capital projects for public charities. The foundation s primary interests are arts and culture, community-based education, youth services, and other areas of community improvement. According to the foundation s website, The J.T. and Margaret Talkington Charitable Foundation, Inc. exists to enhance and benefit the Lubbock community through investments which make the community a better place to live and work for all individuals and families. 2 The foundation has given over $40 million dollars in grant money to different organizations. A letter of application with the following information is required: 1. Timetable for implementation and evaluation of project 2. How project will be sustained once grant maker support is completed 7 3. Copy of IRS Determination Letter 4. Brief history of organization and description of its mission 5. How project's results will be evaluated or measured 6. Descriptive literature about organization 7. Listing of board of directors, trustees, officers and other key people and their affiliations 8. Detailed description of project and amount of funding requested 9. Copy of current year's organizational budget and/or project budget 10. Listing of additional sources and amount of support A sheet of guidelines for grant requests is included at the end of the appendix. 2 Quoted from Talkington Charitable Trust s website; accessed 4/24/14
STATEWIDE FOUNDATIONS Note: Some of these foundations were difficult to research, as they supply information primarily to prospective grant-partners. However, we have provided the fullest information available. 1. The Neill Foundation The Neill Foundation is an independent foundation established in Texas in 2002. Although focused primarily in the Austin region, the foundation has a history of statewide donations. The Neill Foundation is primarily interested in the arts, education, and religion. In the 2012 fiscal year, the foundation donated a total of $9,189. There is no application required, and the foundation may be contacted directly at the address 8 listed below. The Neill Foundation 12108 W. Cow Path Austin, TX United States 78727 Telephone: (512) 249-9049 Contact: Pamela J. Neill, Tr.
2. The Wukasch Foundation The Wukasch Foundation was established in Texas and primarily gives grants to Texas organizations. The foundation s interests include education, human services, and religion. In the past several years, the foundation has given a total of $4,595 to different organizations. The majority of these grants supported educational pursuits and developments. There is no specific application form available at this time. Therefore, in order to apply for a grant, THSC should contact the foundation directly at the address below: Wukasch Foundation 500 W. 18th St. Austin, TX United States 78701-1229 9 Telephone: (512) 472-4700 Contact: Don C. Wukasch, Pres.
3. The Mary A. Peterson Wyatt Charitable Trust The Mary A. Peterson Wyatt Charitable Trust was established in Texas in 1999. The foundation s interests include education, health care, and health organizations. In the past, the foundation has generously supported the University of the Incarnate Word in San Antonio, among other educational pursuits. The foundation has given over $96,000 in grants in recent years. There are no deadlines for submitting a letter of application. To apply for a grant, THSC should send a copy of an IRS Determination Letter to the address below: Melissa Adams, V.P. Mary A. Peterson Wyatt Charitable Trust 10 P.O. Box 2950 San Antonio, TX United States 78299-2950 Telephone: (210) 220-4353
4. The Yager Foundation The Yager foundation is an independent foundation established in Texas in 1968. The foundation s main interests are education and religion. Since its founding, the Yager Foundation has given over $26,000 to different organizations in Texas. In order to apply for grants from the Yager Foundation, THSC should send a letter of application with the following information: 1. Name, address and phone number of organization 2. Detailed description of project and amount of funding requested There are no deadlines for the proposal. The foundation should be contacted directly at the 11 address below: Ann Chapman, Pres. Yager Foundation, Inc. P.O. Box 419 Caldwell, TX United States 77836-0419 Telephone: (979) 567-3212
5. George & Sandra Zaibaq Foundation The George & Sandra Zaibaq Foundation is classified as a Domestic Nonprofit Corporation. The foundation was founded in 2006 in Sugar Land, Texas. The directors of the foundation are George, Nicholas, and Sandra Zaibaq, and George Zaibaq is the foundation s registered agent. There is no specific application available from the foundation at this time. Therefore, letters of application should be sent directly to: George Zaibaq, Dir. George & Sandra Zaibaq Foundation 31 Cheshire Bend Dr. Sugar Land, TX United States 77479 12 Telephone: (713) 724-4982
6. Edith & Robert Zinn Foundation The Edith & Robert Zinn Foundation is a private non-operating foundation located in Houston, Texas. The foundation also operates under the secondary name Zinn Robert L Ttee. In the past, the Edith and Robert Zinn Foundation has generously supported the Houston-Galveston Trauma Institute s trauma training programs and other public-service endeavors. 3 The foundation s recent grants collectively exceeded $73,000. There is no application required. The foundation may be contacted directly at the address listed below: Robert L. Zinn, Tr. 13 The Edith and Robert Zinn Foundation 3400 Bissonnet St., Ste. 250 Houston, TX United States 77005-2153 Telephone: (713) 838-2900 3 Information from HG Trauma Institute s Grants web page; accessed 4/24/14
7. Richard D Shiney Charitable Trust The Richard D Shiney Charitable Trust is located in Dallas, Texas. Charitable donations to this organization are not deductible. The Richard D Shiney Charitable Trust supports philanthropy, voluntarism, and grant-making foundations. The foundation focuses specifically on private grantmaking programs. In order to apply for grants from the Richard D Shiney Charitable Trust, THSC should send a letter of application with the following information: 1. Name, address, and phone number of organization 2. Detailed description of project and amount of funding requested 14 There are no deadlines for the letter of application. The foundation may be contacted at the address below: Maria Botelho The Richard D. Shiney Charitable Trust P.O. Box 831041 Dallas, TX United States 75283-1041 Telephone: (401) 278-6039
8. The Rees-Jones Foundation The Rees-Jones Foundation is a Dallas-based Christian foundation committed to supporting families across the country. According to the foundation s website, The foundation s mission is to serve God by serving others, sharing His resources in ways that provide opportunities for the disadvantaged, relief for the suffering, and encouragement in the growth and wellbeing of children and families in our community. 4 The foundation s fields of Interest include the following: Children/youth services Christian agencies & churches Community/economic development 15 Education Employment Family services Health care Housing/shelter Human services Mental health/crisis services 4 Quoted from Rees-Jones About Us page; accessed 4/24/14
To request funding from The Rees-Jones Foundation, a letter of inquiry (no more than 3 pages in length) should be emailed to the address below. The letter should include the following information: 1. Preferred Contact Name, Physical Address, and E-mail Address 2. Brief Organization Background 3. Brief Description of the Need Addressed 4. Brief Project Description, if appropriate include timeline and potential requested amount 5. Desired impact/outcome Address Letters of Inquiry to: Letter of Inquiry, Thornton Hardie, President. 16 Send letters of inquiry to: loi@rees-jonesfoundation.org
9. Bickel & Brewer Foundation (Formerly Bickel & Brewer Legal Foundation) In spite of being a legal litigation firm, the firm of Bickel & Brewer maintains a generous philanthropic foundation. The foundation supports organizations involved with health, community reinvestment, and public policy. Special emphasis is directed toward programs designed to promote law and education. The foundation has also contributed more than $20 million in providing annual support to more than 60 charities working in areas as diverse as medicine, the arts and human rights. 5 The foundation s fields of interest include: Community/economic development 17 Crime/law enforcement Education Health care Higher education Law school/education Legal services Public policy, research 5 Taken from Bickel & Brewer s Foundation web page; accessed 4/24/14
All inquiries for funding should be directed to: Andrea Burnett Manager of Media & Community Relations Bickel & Brewer Foundation 4800 Comerica Bank Tower 1717 Main Street Dallas, TX 75201 (214) 653-4026 aburnett@bickelbrewer.com 18
10. Maverick Capital Foundation The Maverick Capital Foundation supports organizations involved with education, health, medical research, child welfare, legal aid, hunger, youth development, human services, and economically disadvantaged people. The foundation has a history of funding educational projects and organizations. By their generous contributions, many young scholars have received funding to continue their education. Backed by a hedge fund firm, the foundation has remained a valued source of grants for their fields of interest below: Charter schools Children/youth, services Crime/violence prevention, child abuse Education Education, services Elementary school/education Family services Food banks Food services Health care Health care, clinics/centers Higher education Human services Legal services Medical research Public health, obesity Secondary school/education Youth development 19 All inquiries should be sent to: Maverick Capital Foundation 300 Crescent Ct., 18th Fl. Dallas, TX United States 75201-1836
OTHER FOUNDATIONS 1. American Honda Foundation The American Honda Foundation promotes youth education. Special emphasis is directed toward science, technology, engineering, mathematics, the environment, job training, and literacy. Backed by the Honda Corporation, the foundation generously funds the following types of needs: Continuing support Curriculum development General/operating support Matching/challenge support Program development Scholarship funds Seed money 24 Honda s grant-making schedule is as follows: Deadline for Submission Anticipated Board Review Anticipated Grants Awarded February 1 April May 1 May 1 July August 1 August 1 October November 1 November 1 January February 1 (Note: If the deadline for application submissions falls on a Saturday or Sunday, the deadline will be extended to the following Monday.)
To determine if a proposal meets the qualifications for consideration, the foundation s online application process begins with an Eligibility Quiz. 6 The quiz may be found at this link: www.corporate.honda.com/america/philanthropy The American Honda Foundation may also be contacted at the address below: The American Honda Foundation 1919 Torrance Blvd., M.S. 100-1W-5A Torrance, CA United States 90501-2746 25 6 Taken from the Honda America website; accessed 4/24/14
2. Stephen and Mary Birch Foundation, Inc. The Stephen and Mary Birch Foundation, Inc. supports various nonprofit organizations across the country. The foundation s specific fields of interest include the following: Arts Art education Catholic agencies & churches Education Government/public administration Health care Human services International relief 26 Museums (sports/hobby) Youth, services The foundation may be contacted at the following address: 103 Foulk Rd., Ste. 200 Wilmington, DE United States 19803-3742 Telephone: (888) 372-6303 Contact: Rose B. Patek, Pres.
Recommendations We hope that this report will identify some possible new sources for funding for THSC. Included in this report is any contact information that we could locate and a brief description of each organization. We hope this project is a helpful resource for THSC. While we are certainly not professionals, we strove to maximize the usefulness of this report by using the resources available to us. References For our report we made thorough use of the Foundation Directory Online database, the Bank of 27 America Grant Directory, and other online databases. These comprehensive online directories were supplemented by a systematic research of each site. We made use of a variety of sources and independent organizations to gather information on the proposed funders.
Contact Sheet LUBBOCK AREA 1. The Collier Foundation (806) 741-2101 P.O. Box 1948 Lubbock, TX United States 79408-1948 2. The Curtis and Ruby Humphries Charitable Trust (361) 241-4605. Curtis and Ruby Humphries Charitable Trust 6011 87th St. Lubbock, TX 79424-3696 3. Lubbock Area Foundation www.lubbockareafoundation.org 4. The Dr. E. L. and Mabel Haney Memorial Foundation Kirk Mclaughlin at (806) 687-1508. 1508 Texas Ave, Lubbock, TX 79408. 28 5. The Helen Jones Foundation P.O. Box 53665 Lubbock, TX United States 79453-3665 6. The J.T. and Margaret Talkington Charitable Foundation, Inc. You can email them at info@talkingtonfoundation.com or call them at (806) 792-1014
STATEWIDE 1. The Neill Foundation The Neill Foundation 12108 W. Cow Path Austin, TX United States 78727 Telephone: (512) 249-9049 Contact: Pamela J. Neill, Tr. 2. Wukasch Foundation 500 W. 18th St. Austin, TX United States 78701-1229 Telephone: (512) 472-4700 Contact: Don C. Wukasch, Pres. 3. Mary A. Peterson Wyatt Charitable Trust P.O. Box 2950 San Antonio, TX United States 78299-2950 Telephone: (210) 220-4353 Contact: Melissa Adams, V.P. 4. Yager Foundation, Inc. P.O. Box 419 Caldwell, TX United States 77836-0419 Telephone: (979) 567-3212 Contact: Ann Chapman, Pres. 29 5. George & Sandra Zaibaq Foundation 31 Cheshire Bend Dr. Sugar Land, TX United States 77479 Telephone: (713) 724-4982 Contact: George Zaibaq, Dir. 6. The Edith and Robert Zinn Foundation 3400 Bissonnet St., Ste. 250 Houston, TX United States 77005-2153 Telephone: (713) 838-2900 Contact: Robert L. Zinn, Tr. 7. The Richard D. Shiney Charitable Trust P.O. Box 831041 Dallas, TX United States 75283-1041 Telephone: (401) 278-6039 Contact: Maria Botelho
8. The Rees-Jones Foundation 5956 Sherry Ln., Ste. 1603 Dallas, TX United States 75225-6531 Telephone: (214) 751-2977 Contact: Thornton Hardie III, Pres. Fax: (214) 751-2978 E-mail: info@rees-jonesfoundation.org www.rees-jonesfoundation.org 9. Bickel & Brewer Foundation (formerly Bickel & Brewer Legal Foundation) 4800 Comerica Bank Tower, 1717 Main Street Dallas, TX United States 75201 Telephone: (214) 653-4026 Contact: Andrea Burnett E-mail: aburnett@bickelbrewer.com www.bickelbrewer.com 10. Maverick Capital Foundation 300 Crescent Ct., 18th Fl. Dallas, TX United States 75201-1836 30 OTHER 1. American Honda Foundation 1919 Torrance Blvd., M.S. 100-1W-5A Torrance, CA United States 90501-2746 Telephone: (310) 781-4090 Fax: (310) 781-4270 E-mail: ahf@ahm.honda.com 2. Stephen and Mary Birch Foundation, Inc. 103 Foulk Rd., Ste. 200 Wilmington, DE United States 19803-3742 Telephone: (888) 372-6303 Contact: Rose B. Patek, Pres.
Applications 1. The Lubbock Area Foundation 2. Talkington Foundation
1
Request Summary 5010 University Ave. Ste 433 Lubbock, TX 79413 (806) 792-1014 Must include a copy of the Organization s federal tax exemption letter from the IRS with this summary. Legal Name of Applicant Organization: Street Address: Mailing Address (if different): Phone: Fax: 2 Website / Email: Employer ID Number: Primary Contact Person of Organization: Name: Brief Description of Project (including Timetable): Phone: Email: Amount Requested: Total Project Budget: Specific Use of Funds Requested: Signature, Chairman of Requesting Organization Print Name of Chairman
Grant Request Guidelines 5010 University Ave. Ste 433 Lubbock, TX 79413 (806) 792-1014 ESTABLISHED IN 1997 TO ENHANCE AND BENEFIT THE LUBBOCK COMMUNITY AND ITS RESIDENTS, The J.T. and Margaret Talkington Foundation funds operational expenses and building capital projects for public charities exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code. To honor the history of the Talkington s philanthropy in the Lubbock community, the Foundation primarily limits its awards to proposals benefitting organizations in Lubbock and Hockley Counties. The primary interests of the Foundation include, but are not limited to the following: Arts and culture Community-based education Youth services Other areas of community improvement 3 MISSION The J.T. and Margaret Talkington Foundation exists to enhance and benefit the Lubbock community through investments which make the community a better place to live and work for all individuals and families. GOALS The Lubbock community will develop and maintain the necessary resources to sustain a vibrant and rich arts community. Community-based educational endeavors will thrive through the creation of innovative and practical strategies for learning which are available and accessible to all members of the community. Programs which build resiliency and promote quality of life for individuals and communities will be available to members of the Lubbock community regardless of race/ethnicity, religion, gender, age, nation of origin, disability, or hardship.
INSTRUCTIONS & APPLICATION CHECKLIST The Grant Application should include the following: Summary Request Form: Available on website: www.talkingtonfoundation.com or can be obtained by contacting Norton Baker s office at 806-792-1014. Narrative: The narrative should include the following: The history and/or background of the organization; A description of the proposed project; A total estimated cost and benefits to be derived from the grant; Describe plans for sustaining project after grant funds expire; Plan for evaluating the effectiveness of the project; Budget: Detailed information showing the following: Use of requested funds; Total cost of project; Other sources of funds for project/additional requests pending; Does the organization file IRS Form 990? Attachments: Include the following: Copy of organization s IRS federal tax exemption letter recognizing organization as a public charity List of Board members and key staff members of organization Timeline for project or program completion Copy of first two pages of organization s most recent Form 990 Letters of support (optional) 4 When an application is received, it will be reviewed for thoroughness and the receipt acknowledged. The J.T. and Margaret Talkington Foundation may request a meeting with the applicant to discuss the application. The Foundation prefers that grants be used to support endowed programs with a one-time funding. Completed Grant Applications (which meet grant application guidelines) will be reviewed by the Foundation s Board of Directors and funding priorities will be established. Applicants should not contact members of the Board to discuss applications. All applicants will be notified as soon as a decision is made concerning their applications.
1) Grants will be distributed on the current applicable grant distribution date. Check website for the current grant cycle and grant distribution dates. 2) The Foundation requires that the Grantee furnish a written report with respect to the program and/or scholarship financed by the Grant, including a summary of funds expended. Within twelve (12) months after the receipt of the Grant, the Grantee will provide the Foundation with a written report describing the results achieved by the program and actual expenditures from the funds received from the Foundation. 3) Six (6) copies of the Grant application should be sent to: The J.T. and Margaret Talkington Foundation Attn: Charlotte Park 5010 University Ave., Ste 433 Lubbock, TX 79413 5