APPLICATION INSTRUCTIONS

To submit a grant application, please follow the steps described below:

Step One: Preliminary Application:

Click here to request access to the application.

The preliminary application should include the following information:

  1. A short description of your organization.
  2. A description of the project being funded.
  3. A proposed budget for the project.

In addition, please email the preliminary application on your letterhead, with all attachments to estherbkahn@choate.com.

The applicant will receive an automated email confirming the preliminary application was submitted successfully online.

Step Two: Final Application (By Invitation Only)

If your preliminary application is approved, you will be invited to submit a final application.

The final application should include the following information:

  1. A detailed description of your organization:

    • A summary of your organization's history, goals and principal accomplishments.
    • A list of your current Board of Directors and key staff.
    • If your organization has members, a brief description of the membership and the number of members.
    • A summary of your annual budget, including principal sources of operating support and unrestricted capital resources (endowment).
    • The most recent balance sheet of the organization.
    • Evidence of your organization's current status as a public charity in good standing, such as a printout from the IRS Tax Exempt Organization Search website showing your organization's EIN, legal name and deductibility status.

  2. A detailed description of the project being funded:

    • What specific goals and outcomes do you seek to accomplish?
    • How will you ensure that the project has a reasonable likelihood of success?
    • Where appropriate, please give a brief description of the scientific rationale for your project.
    • How does your project seek to "break new ground"?
    • Please provide a detailed breakdown of costs, including overhead.

  3. Evidence of your organization's capability to complete the project:

    • Who will be responsible for implementing the project, and what are their qualifications?
    • If the project depends on other sources of funding, will the project begin before the balance of funds has been raised?
    • Will a grant from the Foundation "make or break" the project?
    • How will you measure the project's success?
    • If your application is successful, your organization will be required to provide a detailed report on the project's implementation within one year of the grant. How will you comply with this requirement?

The final application must be submitted as follows:

  1. Please complete the online final application form.
  2. In addition, please email the final application on your letterhead, with all attachments to estherbkahn@choate.com.

All applicants invited to submit a final application will be notified of the Trustees' decision in the following May. Successful applicants will receive a notification of the award and a grant check.