GUIDELINES APPLICATION CONTRIBUTIONS CONTACT
Application Procedure

Please note that the Foundation issued updated guidelines in 2005.

Please read carefully the information on this page as well as the description of the Foundation's Funding Interests before submitting a proposal.
The Taconic Foundation accepts the New York/New Jersey Area Common Application and Common Report Forms. Proposals should set forth well-defined goals, as well as specific plans for achieving these goals and for financing the project, and take into account related work in the field. Information that should be included in a proposal is listed below. Applicants also should discuss the impact of their work - and the problems they address - on the promotion of equality of opportunity for people of color, including, where appropriate, enforcement of civil rights laws and efforts fostering policies and practices that result in the inclusion of disadvantaged populations in meaningful choices and opportunities.

Please include the following information in your proposal, to the extent it is available:

  1. Proposal which includes:
    • Overview of the organization (i.e., primary goals, needs or problems being addressed, population served)
    • Description of the project for which you are seeking support
      • Statement of purpose and the needs being addressed by the project
      • Population served and how they will benefit from the project
      • Project timeline/anticipated project duration
    • Brief biography of the executive director and key project staff

  2. Project budget
    • if it is a two-year request, please include a two-year projected budget
    • include a list of foundation, corporate and other support applied to the budget

  3. Current fiscal year organizational budget
    • also include a projected budget for upcoming year (if available)
    • indicate if the organization has an endowment
      • quote the most recent value of the corpus
      • indicate if the funds are permanently restricted or board restricted

  4. List of foundation and corporate supporters
    • include a list of funders for the current fiscal year
    • also provide a list from the most recently completed fiscal year
    • include foundation and corporation names and amounts

  5. Board of directors or trustees list
    • include affiliations

  6. Annual report (most recent, if available)

  7. Audited Financial Statements (final or draft copy from the most recent fiscal year)

  8. Form 990 (most recent)

  9. IRS 501(c)(3) determination letter
Materials should be mailed to the appropriate individual as listed on our Contact page.
The Philanthropic Services department of JPMorgan Private Bank offers advisory, grantmaking and administrative services to client foundations.
www.foundationcenter.org