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Jessie B. Cox, who died in 1982, was noted for her philanthropy. She established the Jessie B. Cox Charitable Lead Trust to continue that tradition following her death.
The Trustees and Grants Committee normally make grants within the guidelines and consistent with the policies that follow. Grants are made to such eligible organizations as the Trustees and Grants Committee may determine. In order to retain flexibility to respond to special circumstances or changing conditions, the Trustees and Grants Committee may modify these guidelines from time to time.
PURPOSE
The Trust makes grants which address important societal issues in the Trust's fields of interest, and for which adequate funding from other sources cannot be obtained. Through their support, the Trustees and Grants Committee also hope to increase significantly the ability of nonprofit organizations in the Trust's fields of interest to carry out their stated missions. The Trust makes annual grants in excess of $3 million, but because a portion of the payout may have been committed for multi-year support, there is often less than that available for new grants. The average annual grant is about $35,000, with grants generally in the range of $25,000 to $75,000. Although the Trustees and Grants Committee occasionally award grants outside this range, the Trust ordinarily does not consider grant requests for less than $20,000.
The Trust funds projects in New England in the areas of health, education and the environment. The Trust also makes grants to support the promotion of philanthropy in New England. The Trustees and Grants Committee are interested particularly in projects which benefit underserved populations and disadvantaged communities in New England, as well as projects which focus on prevention rather than remediation. The Trust also is interested in fostering collaborations among nonprofit organizations in communities throughout New England and welcomes collaborative concept papers.
The Trustees and Grants Committee also will consider support for significant growth in current service or advocacy programs, development of a new field of service or the adaptation or expansion of current programs to reach a new geographic area or to serve a new client base. Applicants whose mission is allied closely with the Trust's fields of interest will be considered for such support. Applicants must identify benchmarks against which progress towards identified goals can be measured.
The Trustees and Grants Committee recognize that to accomplish certain tasks, multiple year support may be necessary. The Trustees and Grants Committee will consider requests for up to three years of support. Multiple year awards will be based on a careful review of performance in meeting measurable objectives, at least annually, including the development of funds from other sources for both the initial period and the long term. Objectives will be primarily defined by the applicant and the Trustees and Grants Committee at the time of the initial award. While the Trustees and Grants Committee prefer to make multiple year awards which diminish in amount as recipients move towards self-sufficiency, they will be flexible in attempting to structure suitable funding arrangements with each grantee, to ensure the continuation of newly developed projects.
The geographic focus of the Trust is New England. Preference will be given to organizations located in New England for projects which will primarily provide benefits within New England.
Grants are made for the following purposes:
1) Health
To assist in improving the level of health in New England.
The Trust is particularly interested in supporting primary health care, advocacy projects and research which will have a positive effect on:
2) Education
To enhance educational opportunities and achievement in New England, especially for underserved children and youth.
The Trust is particularly interested in supporting projects which will have a significant positive effect on:
3) The Environment
To protect and enhance the natural and urban environment, and to conserve New England's natural resources.
The Trust is interested in supporting environmental projects which will have a positive impact on:
4) Promotion of Philanthropy
To promote philanthropy in New England.
The Trust is interested in supporting projects which will:
The Cox Trust does not normally provide support for:
The Trust's two-step application process begins with the submission of a concept paper, which should be no more than 3 or 4 typed pages in length, and should include a brief background statement about the applicant organization and its purposes, a description of how the proposed project will strengthen the ability of the organization to reach its own goals, an outline of the specific project to be supported, and the total amount desired. Applications should include the Cover Sheet, a preliminary program budget detailing expenses and revenues, and evidence from the Internal Revenue Service of tax exempt status under section 501(c)(3) of the Internal Revenue Code, and not a private foundation within the meanings of section 509(a). Full proposals are reviewed only upon invitation. An uninvited proposal will be reviewed as a concept paper at the first stage of the Trust’s application process under these guidelines.
Concept papers may be submitted at any time, but must be received by January 15, April 15, July 15 or October 15 by 6:00 p.m. to be considered at the next regular meeting of the Trustees and Grants Committee. In case of a weekend or holiday, the deadline is the next business day. The Trust does not accept facsimile submissions, but will accept e-mail submissions to mnicosia@grantsmanagement.com received by 6:00 p.m. When submitting by e‑mail, please do not also send a paper copy. Staff availability for interviews depends upon the appropriateness of the application under these guidelines and policies, and upon the possible need for further information.
Concept papers will be reviewed by the Cox Trust Staff and Trustees and Grants Committee, following which the Trustees and Grants Committee will invite full proposals from a limited number of applicants. A decision to invite a full proposal does not insure that the Trustees and Grants Committee will act favorably on that proposal. An organization may submit only one concept paper at a time and, if denied, should wait one year from the date of notification before reapplying. Similarly, an organization which has received a grant should expect to wait at least one year after receiving a final payment from the Trust before submitting another application. Concept papers from prior grantees will not be considered until a final report on the prior grant has been received.
The Trustees and Grants Committee hold regular meetings in March, June, September and December to review progress reports on multi-year grants, full proposals previously requested and concept papers received by the deadline for that meeting. Letters requesting full proposals are mailed within two weeks of a Trustees and Grants Committee meeting. Applicants who are invited to submit proposals may submit proposals in time for the next deadline date, or may wait to submit for up to a year. Grants are announced within two weeks of each regular meeting and are normally paid by the end of each calendar quarter.
Please submit concept papers to:
Mary Nicosia, Office Manager
Grants Management Associates
77 Summer Street, 8th Floor
Boston, MA 02110-1006
mnicosia@grantsmanagement.com
617 426 7080 x301
January 2008
JESSIE B. COX CHARITABLE LEAD TRUST
Organization Name Date
Address (specify if changed since last application)
Phone E-mail Web
Executive Director or Board President (include title, phone, e-mail)
Primary Request Contact (include title, phone, e-mail, address if different than above)
If applicant is not exempt from federal tax under section 501(c)(3), or as provided in section 4945 of the Internal Revenue Code, please identify your fiscal agent. Fiscal agents must be prepared to certify that they have entered into an agreement with the applicant the regarding the use of the funds over which the fiscal agent will retain ultimate control and discretion. If funding is granted, the fiscal agent must acknowledge the terms of the grant by signing the grant letter.
Organization Name Address
Contact person (title, phone, e-mail)
__________________________
Federal Tax Exempt ID number
Concept papers from departments within multi-departmental institutions should list complete contact information of representative from the Development Office:
(include title, address if different, phone, e-mail)
Request Amount (over) Years Geographic area served
Organization's mission:
Program Area (check one or more): Education Environment Health Promotion of Philanthropy
Project summary (30 words or less):
Approximate size of population served Target Population/Constituents
Total number: Board members Staff: Full-time Part-time
Organizational Budget* Project Budget Fiscal Year Grant Period