To assist you through the process of applying for a grant, when application is made to the Foundation, all required documentation (Items 1-19 attached) must be submitted in the quantities indicated. This information will not be returned to the applicant. Please be sure to show the Foundation's name at the top of your application.

Foundation funding should be considered part of the strategic plan of your organization. Advanced planning on any request is beneficial because you can then contact the Foundation office with any clarifying questions well ahead of the deadline.

   - Endowments, deficit financing, debt reduction, or ordinary operating expenses
   - Conferences, seminars, workshops, travel, surveys, advertising, fund-raising costs or research
   - Annual giving campaigns
   - Individuals
   - Projects that have already been completed

Organizations are encouraged to compile a list of their future needs and meet with Foundation staff to explore possible fits with the Foundation. There is no requirement to have an appointment to discuss your grant prior to application, but you are welcome to contact the Foundation office if you have any questions. After your application is received, you will be contacted for either a telephone interview or a site visit. It is requested that the Executive Director of the organization participate in the scheduled appointment along with any other appropriate staff or board members.

Any discussion or indication of interest prior to or after submission of a written application should not be construed as a commitment from the Foundation.

Personal conversations about the grant application or process with any of the members of the grantmaking decision panels or boards are discouraged.

The Foundation has a firm deadline date which means that the application must be in the Foundation Office before 5:00 p.m. EST on July 1st. Postmarks and electronic transmittals are not acceptable. If the deadline falls on a weekend or a holiday, the deadline is advanced to the next business day. All information required in an application must be complete at time of submittal. Applicants are encouraged to submit their completed applications in advance of the deadline.

When evaluating the application, the grant-making body attempts to determine the value of the project, the soundness of the sponsoring organization and the assurance of future maintenance and funding of the project.

Applicants will be notified in writing of the acceptance or rejection of their request by September 30th.

After the grant is made, the organization is required to complete a Final Report of Grant Expenditure (sample below) with certain financial and programmatic information. Future grant requests will not be considered if reports on previous grants are not completed.

REQUIRED DOCUMENTATION
No more than five (5) pages - Font size no smaller than 11
Do not include a cover page.

Please use 8 ½" x 11" paper using the number and letter sequence shown below for identification purposes. Each copy of Items 1-10 are to be paper clipped together (no staples). Please do not bind copies or put into folders. If a question is not applicable to your grant request, please list the number of the question and state "NA".

ITEMS 1-10 (Five [5] copies)

ITEMS 11-19 (One [1] copy)

Legal name of organization (name on IRS exemption letter)
Physical address and mailing address
Contact person, title (including e-mail address, if available)
Telephone number
Fax number and web site address
Amount of money requested for this grant application and total cost of the project
Using no more than three (3) sentences, describe how grant funds will be used
Mission of organization, primary goals, and recent major accomplishments of the organization.
Project description (description must, at a minimum, address the following):

Number of clients to be served by this grant

The community need met by the proposal

What other local agencies or services address the same problem(s) and how they do so—a statement of how your approach differs from or augments these services

Plan for output measurement: the direct product of program operation (e.g. # of classes taught, # of participants served)

Plan for outcomes measurement: the benefit to participants during or after participating in the program

A timetable and/or work plan for the project

If your project/program will cost more than you are requesting from us, indicate how you will fund the balance. Show any in-kind support, other grants applied for and/or funds already received on your project budget.

If the program is ongoing, indicate a plan for continuing to fund the project after the initial grant period is over.

A line item budget for the project in which you are applying. Include both revenue and expenses (sample format attached and on website)

If applicable, letters of agreement from collaborating organization(s).
Quotations from three separate sources for any individual item or system over $1,000 requested in the grant and outlined in the budget
Amount of your agency’s endowment, if any; AND amount of endowment of affiliated organization and/or foundation, if any
Where applicable, the percent of your annual budget that goes to your national affiliate. Will any percent of THIS grant go to your national affiliate?
A copy of your organization’s audit or statement of income and expenses for the previous two years AND most recent 990 if applicable
Current annual agency budget with year to date actual and variances (revenue and expenses). Include next year’s budget if available.
A copy of the organization’s most recent 501(c)(3) determination letter, which is the IRS letter of exemption from federal income tax (not state sales tax exemption certificate) or other proof of federal tax-exempt status
A list of the Board of Directors, their addresses and occupations
A letter signed by the President/ Chairman of the Board authorizing submission of the proposal

A final report of grant expenditure must be completed and returned to the Roberta Leventhal Sudakoff Foundation office as soon as all funds have been expended or by June 15, whichever comes first. If the organization wishes to extend the grant period, it must secure permissions to do so by writing to the Foundation at the address below. Please be sure to show the Foundation's name at the top of your report.

Number of Grants	11
Grant Size Average	$107,636
Application Deadlines	July 1st
Notification Dates	September 30th


Organization		Amount	Purpose
Big Brothers Big Sisters of the Sun Coast, Inc.	$	30,000	To initiate the "Decisions to Win" program in Riverview, Sarasota and Booker High Schools for academic year 2007/08.

Children First, Inc.	$	38,000	To purchase playground equipment to upgrade and refurbish the playground at Orange Avenue Head Start and Early Head Start site.

Community Video Archives, Inc.	$	10,000	To fund the conversion of videos in VHS format to DVDs.

Florida West Coast Symphony	$	10,000	To provide bus transportation for 4th & 5th grade students to and from the FWCS "Children's Concerts" and to produce classroom curriculum packets for academic year 2007/08.

Mote Marine Laboratory	$	425,000	Addition to 04-213. To fund addition of new exhibits and refurbish areas around Shark Tracker to complete the Aquarium's Shark Zone. Any remaining funds to replace Shark Tank.

Pines of Sarasota Foundation, Inc.	$	114,000	To provide equipment for a new laundry facility.

Ringling School of Art Library Association	$	35,000	For the sponsorship for the 2009 Town Hall Evening series.

Sarasota Season of Sculpture, Inc.	$	67,000	To purchase two digital kiosks to provide tracking information about attendees for the Fourth Annual Season of Sculpture Exhibition November 2007 through May 2008.

SCOPE (Sarasota County Openly Plans for Excellence)	$	55,000	To provide local and national resources to serve as a catalyst and facilitator for "Aging: The Possibilities" initiative.

Senior Friendship Center	$	200,000	To fund the transition of the organization into an Asset Based Organization.

Wellness Community of Southwest Florida, Inc.	$	200,000	Capping Grant for Capital Campaign, "Building Hope," to create a new facility.

Total Grants	$	1,184,000

Click here to view prior grant history

GUIDELINES FOR GRANT PROPOSALS

ITEMS 11-19 (One [1] copy)