THE UNICO FOUNDATION

CHARITABLE CONTRIBUTIONS REQUEST INSTRUCTIONS

                                                                                                                       

PROCESS - All requests received by The UNICO Charitable Foundation are reviewed by its Gift Committee.  Requests must be received by April 15, 2011. 

 

If your organization would like to be considered for a charitable contribution, please submit the following information:

 

1.      A completed CHARITABLE CONTRIBUTIONS GUIDELINE (attached).

 

2.   Copy of the IRS 501(c)(3) federal tax exemption letter of determination.

 

3.   A brief proposal (1-2 pages) that includes the following:

 

      a.   Mission statement/purpose of your organization;

b.   Detailed description of the need for funding;

c.   Description of how the contribution will benefit the quality of life in our community;

d.   The nature and sources of permanent funding; and

e.   Annual budget and/or project budget.

 

5.   Your Federal ID Number

 

FUNDING LIMITATIONS In general, The UNICO Charitable Foundation does not make grants to:

        Individuals

        Organizations which lack the 501(c)(3) tax exempt status

        Political organizations, candidates, or lobbying efforts

        Fraternal or veterans organizations

        Sports teams

        National or international organizations, unless their programs have significant local impact

        Religious or sectarian organizations, except when they are conducting programs secular in nature and have wide public impact

        75% of our annual giving is for mental health/retardation programs

        25% goes to general local causes

        UNICO reserves the right determine grant recipients and amount

 


 

UNICO CHARITABLE CONTRIBUTIONS GUIDELINES

 

Date:____________________

 

Organization: ___________________________________________

 

Address: _______________________________________________

 

Contact person: ___________________

 

Phone: ____________

 

 

Brief Description of how money will be used:_______________ _____________________________________________________

_____________________________________________________

_____________________________________________________

_____________________________________________________

 

 

Amount requested: _____________

 

 Request is   _______ of total funding

 

 

Current campaign funding goal: ___________

 

Are you a 501(c)(3) organization? _________        

 

Federal Tax ID#  _________________

 

Date when funds are needed: ___________________

 

Make check payable to: __________________________

 

List four largest committed donors and amounts:

Donors                                                        Amount

__________________________                 __________

__________________________                 __________

__________________________                 __________

__________________________                 __________

 

 

 

 

 

Current annual operating budget: _______________

 

Amount of surplus or [deficit] last fiscal year: ______________________

 

Amount of accumulated current fund balance [deficit]: ______________________

 

Name and description of any organization[s] providing the same service: _______________________________________________________________

_______________________________________________________________

_______________________________________________________________

 

List other contributions received from The UNICO Charitable Foundation this calendar year: _____________________________________________

 

Indicate how the contribution will be recognized publicly: _________________________________________________________________

_________________________________________________________________

_________________________________________________________________

 

Comments: _________________________________________________________________

_________________________________________________________________

_________________________________________________________________

 

Signature: _________________________________

 

Date: _________________