Application Guidelines

The D.V. and Ida J. McEachern Charitable Trust was established in 1969 to help give a better start in life to all children, both educationally and physically. Most grants are made to social service agencies addressing basic human needs for children and youth. The Trust is also interested in providing creative and positive opportunities to enhance the lives of our region’s children through a variety of artistic and cultural programs.

The Advisory Committee prefers proposals from groups that clearly describe how their program makes a positive difference in the lives of children, provides a unique service, or addresses problems that are not being met by other agencies in the area.

While the Trustees recognize the need for organizations to raise administrative, overhead, and training expenses, grants will be made solely for capital projects and items of immediate and direct service to children.

Contact Person:

Therese Ogle, Grants Consultant
Phone: (206) 781-3472
E-mail: OgleFounds@aol.com

Grant Range:

$1,000 to $80,000.
Average $15,000 to $25,000.
Annual average: $700,000.

When to Apply

Spring Cycle: March 8
Fall Cycle: August 8
Winter Cycle: December 8

Full proposals must be received by the above dates; no exceptions. Late arrivals will be moved to the subsequent funding cycle. Please staple and/or clip all materials into a single packet. Mail to: McEachern Trust, Union Bank, Personal Trust, PO Box 3123, Seattle, WA 98114 (physical address: 1201 Third Avenue, Suite 900, Seattle, WA 98101).

Grant Organizations Should:

Request capital support only. (For new building or large renovation capital campaigns, McEachern grants will generally not exceed 5% of the campaign budget.)

Provide services to a broad cross-section of the population up to age 18.

Be established for at least five years. (Exceptions may be made for groups with strong community leadership and reputation, offering unique enrichment programs for children.)

Serve the greater Puget Sound region.

Have a secure and diverse funding base and a 501(c)(3) IRS status.

Policies

Restrictions: Grants will not be made to endowment campaigns, individuals, private schools, public schools, day-care programs, political candidates, or religious institutions. Grants are not made for the purchase of administrative items such as computers, software, photocopiers and phone systems. Grants are not made for tablets and personal devices even if the equipment is used by the children and youth in the program. Grants are not awarded for homeless family emergency shelters, transitional housing, or low-income housing – unless the request is for an area specifically or primarily designated for children or youth

Playgrounds and Vans: The Trust will consider a maximum grant award of $5,000 for vans and $4,000 for playgrounds if the fundraising effort is community-based and located in an underserved area.

Sitting-Out Period: Recipients of grants ranging from $5,001 to $40,000 may reapply after three full years. (Example: funded in fall 2012; sit out 2013, 2014, and 2015. Reapply fall 2016.) Recipients of grants greater than $41,000 must sit out for four full years.

Small Grants: Groups may apply for grants less than $5,000 several years in a row. After receiving four grants of $5,000 or less, groups are asked to sit out for a full two-year period. (Example: funded in spring 2013; sit out 2014 and 2015; eligible to reapply spring 2016.)

Application Process: asking $5,000+

There is no letter of inquiry process. If your project fits the guidelines, please submit a proposal. If you are requesting a grant for more than $5,000, your proposal should include the following information. Narrative must not exceed 4 pages – not including budgets and attachments. Please do NOT use a font size smaller than 12.

  • Organizational background and history.
  • Current organizational mission statement and objectives.
  • Definition of the project for which funds are requested:
    • Description of the problem being addressed
    • Project goals
    • Specific project activities or strategies
    • Project timeline and work plan
    • Evaluation process to measure project’s effectiveness.
  • Itemized project budget.
  • Sources of project income, current and anticipated.
  • Attachments to the proposal should include:
    • IRS 501(c)(3) determination letter.
    • Most recent approved annual organizational budget. (If you are requesting more than $20,000, please include a copy of the most recently audited financial statements.)
    • List of Board of Directors, officers, and their affiliations.
    • (Optional) You may provide any campaign materials summarizing your project if they are available at the time of application.

Application Process: asking less than $5,000

The Trust will consider requests for supplies and equipment which will be used by children – this does not include administrative items such as computers, curriculum, iPads for staff, family food distributions etc. Generally grants may be made for: children’s books for literacy programs, art supplies, supplies for babies (even those distributed through food banks), school equipment, therapy equipment, musical instruments for children, and school clothing for low-income kids.

If you are applying in this category, please answer the following questions as succinctly as possible, in sequence, not to exceed 2 pages (plus budget and attachments). Please do NOT use a font size smaller than 12.

  1. Contact information. (Name of organization, address, name of contact staff with phone and email, organization’s website.)
  2. Describe the mission and brief history of your organization.
  3. Describe the project for which funds are requested. (What items are needed, for what population of kids, for what reason?)
  4. How many children will be served? How has this number changed over time?
  5. How long has this project been in place? How has it changed over time?
  6. How many staff and how many volunteers are involved in this program?
  7. What is the geographical range of your service? Are you aware of other agencies providing a similar service either in the same area, or contiguous to your area?
  8. How are children identified and referred to your program?
  9. How do you evaluate your program?

Attachments: Project budget (indicate in-kind donations as well as sources of income, and expenses); organizational operating budget for the current year; list of Board of Directors and their affiliation. Optional: project brochure or sample recruitment material. (No DVDs or CDs please.)