William G. Selby and Marie Selby Foundation

 

[Updated Jul 30, 2008]

Selby Transitions

In 1955, Mr. Selby established the Foundation and Mrs. Selby made provisions to add to the corpus of the Foundation upon her death. The purpose of the Foundation is to improve the quality of life to Sarasota County and its bordering counties. Because of the Selby's interest in education, scholarships are given annually to students from the local area for undergraduate study. The Foundation focuses its grant making on capital expenditures. Where possible, the Foundation prefers to participate with individual and corporate donors in supporting projects.

Minimum request $10,000
Fiscal Year # of Grants 17
Average Grant Size $118,863
Application Deadlines February 1st, August 1st
Notification Dates May 15th, December 15th

 

Grants Awarded in April 2008

 Grant Cycle

Organization

 

Amount

 

Purpose

Boys & Girls Clubs of Sarasota County $ 100,000   To help pay off the construction loan for the Robert and Joan Lee Club in Venice
Catholic Charities of the Diocese of Venice $ 75,000   To fund the expansion of Our Mother's House with seven one-bedroom apartments on SR 776 in Englewood
Charlotte County Habitat for Humanity $ 55,000   To purchase upgraded computer technology with peripherals and conversion costs; upgraded phone equipment & construction equipment
Child Protection Center $ 300,000   To support the Capital Campaign towards overall building costs for a Child Advocacy Center
Children's Academy of Southwest Florida $ 125,000   Capital expansion of the new building on 26th Street West and to purchase furnishings
Circus Sarasota $ 150,000   To assist with the purchase of the Main Big Top tent and Grand Foyer tent
Education Foundation of Sarasota County $ 100,000   To fund Building Blocks for Success grant program for Sarasota County public schools classrooms for academic year 2008/2009
Florida Institute for Saltwater Heritage $ 62,000 To partially fund Phase II to complete restoration of waterfront store exterior and ADA wheelchair ramp
Habitat for Humanity Venice Area $ 200,000 To prepare a 2+ acre site for construction of a new Blackburn Cove 18 unit development
Jewish Family and Children's Service of Sarasota-Manatee 200,000 To support Building for a Better Community Capital Campaign
Manatee County Habitat for Humanity $ 200,000 To purchase raw land at 30th Avenue Bradenton (Columbus property) to build homes for 20 families
Manatee Glens $ 108,000 To fund replacement of Fire Control Panel and installation of keyless entry system
The Players $ 57,000 To repave the parking lot; install security doors; replace 2 water fountains; install energy efficient lighting and purchase thermal ticket printer
United Way of Manatee County $ 30,000 Additional grant for Capital Campaign to construct a facility to be used with the Manatee Chamber of Commerce
     Total Grants for this cycle $

2,456,870

 

  

To view Prior Grant History click here

GUIDELINES FOR GRANT PROPOSALS

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.

Generally the Foundation will not provide grants for:

   - 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
   - Public or private schools
   - Child care facilities

Organizations are encouraged to compile a list of their future needs and meet with Foundation staff to explore possible fits.  There is no need to have an appointment to discuss your grant prior to application, but you are encouraged to contact the Foundation office if you have any questions. After your application is received, you will be contacted for 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 that day. 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.

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 1-11 (Ten [10] copies)
Items 1 - 9 should be no more than five (5) pages total.  Item 10 may be a separate page.

ITEMS 12-20 (One [1] copy)

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

  1. Number of clients to be served by this grant

  2. The community need met by the proposal

  3. 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

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

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

  6. A timetable and/or work plan for the project

  7. 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.

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

  1. A line item budget for the project in which you are applying.  Include both revenue and expenses (sample format attached and on website)
  2. Board members have a personal responsibility to contribute financially to the organization.  During the current fiscal year, how many board members have contributed?  What percentage of the board has contributed?  What is the dollar range of gifts and total amount contributed?

 

  1. If applicable, letters of agreement from collaborating organization(s).
  2. Quotations from three separate sources for any individual item or system over $1,000 requested in the grant and outlined in the budget
  3. Amount of your agency’s endowment, if any; AND amount of endowment of affiliated organization and/or foundation, if any
  4. 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?
  5. A copy of your organization’s audit or statement of income and expenses for the previous two years AND most recent 990 if applicable
  6. Current annual agency budget with year to date actual and variances (revenue and expenses).  Include next year’s budget if available.
  7. 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
  8. A list of the Board of Directors, their addresses and occupations
  9. A letter signed by the President/ Chairman of the Board  authorizing submission of the proposal.

    

     Note:  If applicant is a foundation supporting a   non-profit organization, Item # 8 should be answered for both foundation and organization.  Items # 15, 16, 17 and 18 should be for both the foundation and the organization.

 

 

   

For printable and/or workable budget forms click on the form name below

Sample Capital Budget [Excel]    Sample Program Budget [Excel]

Sample Capital Budget [pdf]                 Sample Program Budget [pdf]

Final Report of Grant Expenditure

A final report of grant expenditure must be completed and returned to the William G. Selby and Marie Selby Foundation office as soon as all funds have been expended or by <due date will be inserted here>, 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.

Include the following information in the Final Report of Grant Expenditure:

  1. Organization Name, address, email address and website address

  2. Grant Number

  3. Amount of Grant

  4. Description of Grant

  5. Name and telephone number of person administering the grant

  6. A financial accounting of how the funds were expended, in addition to copies of receipts and invoices over $1,000.  This should be presented in the form of your budget as shown in the original grant request.  It should include Income and Expenses both Projected and Actual.

  7. Outcomes Measurement is a tool all agencies should use to ensure effectiveness of their programs. You must refer to the outcomes as listed in the grant contract and explain how this grant did or did not meet the outcomes.
       - Program/project goal: A broad statement that describes what you accomplished with the funding
       - Outputs: Direct products of program/project operation (e.g. number of classes taught, number of
          participants)
       - Outcomes: Benefit to participants during or after participation in the program/project.

  8. Provide an explanation of changes you are making or considering as a result of analyzing your outcomes measurement data.

  9. A candid assessment of the strengths and weaknesses of the project.  This evaluation will help us as a foundation to improve our grantmaking.

  10. If there was a specific stipulation in the Grant Contract such as requiring a naming opportunity or requiring a match, please explain how you have met that stipulation.

  11. Publicity generated from or for your organization about this award, if applicable (enclose newspaper clippings, newsletter articles, photos, etc.)

Completing this Final Report is a very important responsibility of a grantee. An incomplete, late, or missing report may delay opportunities to apply for grants in the future.

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1800 Second Street, Suite 750
Sarasota, Florida  34236
941.957.0442