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Applying for a Chevron Grant can be a significant opportunity for nonprofit organizations working to improve their communities. Chevron, a global leader in the energy sector, emphasizes its role as a responsible corporate citizen, investing multiple resources to enhance the quality of life in various regions. To be eligible for funding, organizations must hold a 501(c)(3) tax-exempt status and focus on areas that align with Chevron's philanthropic priorities. These include educational initiatives, environmental projects, health programs, civic engagement, cultural activities, and more, with a special emphasis on STEM education for K-12 students. The application process requires that proposals be thoughtfully crafted in a concise letter format, ideally no longer than two pages. Submissions are accepted year-round, but applicants should anticipate a typical processing time of about three months. The written requests should provide essential details such as project descriptions, your organization’s history, budget outlines, and evaluation plans. Additionally, it's crucial to furnish supporting documents like financial statements and IRS determination letters. Be aware that not all requests will qualify; certain exclusions apply, including funding for personal assistance, capital projects, and sports events. Understanding these guidelines can greatly enhance your chances of receiving support from Chevron.

Chevron Grant Example

Chevron Grant Application Guidelines

Chevron is a multi-faceted and geographically broad- based company. As we conduct our business in communities all over the world, we have multiple responsibilities as employer, taxpayer, investor and corporate citizen.

If grant applicants believe their requests fall within our focus, the following should be considered. Eligible applicants for charitable contributions must a be private, tax-exempt organization with certified 501(c)(3) status under the Internal Revenue Code. We accept and review proposals on a continuing basis. However, processing time is usually three months. Requests should be in concise letter form—preferably no more than two pages, plus attachments.

No phone solicitations will be accepted.

The written request should include—as appropriate—the following:

Because of our long-standing commitment to improving the quality of life in the communities where we do business, we support many nonprofit organizations that provide needed services for the common good.

Chevron contributes to a broad variety of educational, environmental, health, human service, civic, cultural and international activities.

We give priority to programs that encourage creative STEM (science, technology, engineering and math) programs for grade levels K-12.

Local community organizations should direct grant proposals and requests for information to the Chevron Policy, Government

&Public Affairs Manager nearest their area of operation.

Contact information for the Los Angeles Area Basin:

Rod K. Spackman

Manager

Policy, Government &

Public Affairs

Chevron El Segundo Refinery

324 W. El Segundo Blvd.

El Segundo, CA 90245

Special project request:

Brief description of activity or project;

Description of need and how the project meets identified needs not being met by other community groups;

Timetable for project implementation;

Expected results-who will benefit and how;

Method of evaluating project effectiveness and communicating results to donors and similar organizations;

Project budget, including sources of financial support and amounts received, committed or pending;

Plans for continued funding, if activity or project will be ongoing.

General information:

Organization name, address, phone number and contact person;

Brief statement of the organization’s history, goals and accomplishments;

Geographical area and number of people served by the organization;

Number of volunteers participating in the organization’s activities;

A copy of the organization’s most recent IRS tax exemption

501 (c)(3) determination letter, and tax ID number;

The names and affiliations of the organization’s governing board and brief background information on the Executive Director and key staff members;

A copy of the organization’s most recent audited financial statement and current operating budget containing:

Amounts and percentages of income utilized for program, administration, fundraising and general expense;

List of current sources of unrestricted and restricted funds (i.e., corporations, foundations, government, federated campaigns, individual contributions);

A copy of the organization’s most recent Form 990, including state supplement, if applicable.

Generally excluded from consideration are grants for:

Personal assistance for individuals, including grants, loans or subsidies for basic services; religious, labor, fraternal, athletic or political organizations;

Capital funds for buildings and equipment;

Endowment funds; conferences and seminars; organizations receiving support through the United Way;

School-related bands and sports organizations and events;

Sports activities (i.e., runs, races or tournaments);

National health, medical and human service organizations specializing in research;

Travel funds;

Secondary funding(where funds are pooled to make contributions to others);

Freelance films, videotapes or audio productions;

Tickets for benefits;

Courtesy advertising;

Product requests.

Form Characteristics

Fact Name Details
Eligibility Requirements Applicants must be private, tax-exempt organizations with 501(c)(3) status.
Application Review Process Proposals are accepted and reviewed on a continuous basis, with a typical processing time of three months.
Application Format Requests should be concise and in letter form, preferably limited to two pages, including attachments.
Funding Areas Chevron prioritizes programs that enhance STEM education for grades K-12, as well as various other charitable activities.
Contact Information Grant proposals should be directed to the nearest Chevron Policy, Government & Public Affairs Manager.
Grant Exclusions Chevron does not fund personal assistance for individuals, capital funds, endowment funds, and several other categories.
Necessary Documentation Applicants must submit recent IRS tax exemption letters, financial statements, and a copy of Form 990.
Special Project Requests Must include a project description, need assessment, timetable, budget, and evaluation methods among other details.

Guidelines on Utilizing Chevron Grant

Once the Chevron Grant form is filled out, it will undergo a review process. This procedure usually takes around three months. Be mindful that proposals must adhere to specified guidelines for optimal evaluation.

  1. Gather the necessary documentation, including your organization’s most recent IRS tax exemption 501(c)(3) determination letter and tax ID number.
  2. Draft a concise letter outlining your grant request. Limit this letter to no more than two pages, excluding attachments.
  3. Clearly state your organization’s name, address, phone number, and the name of the contact person in the letter.
  4. Include a brief statement about your organization’s history, goals, and accomplishments.
  5. Describe the geographical area served and the number of people your organization supports.
  6. List the number of volunteers participating in your organization’s activities.
  7. Provide details of the project for which you are requesting funding, including:
    • A brief description of the activity or project.
    • A description of the need and how your project addresses unmet needs.
    • A timetable for project implementation.
    • The expected results and the beneficiaries of the project.
    • The method for evaluating project effectiveness and communicating the results.
    • A project budget detailing sources of financial support and amounts received, committed, or pending.
    • Plans for continued funding if the project is ongoing.
  8. Include the names and affiliations of your organization’s governing board, along with brief background information on the Executive Director and key staff members.
  9. Attach the organization’s most recent audited financial statement and current operating budget, showing the allocation of income for various expenses.
  10. Summarize current sources of unrestricted and restricted funds.
  11. Provide a copy of the organization’s most recent Form 990, including any applicable state supplements.
  12. Review your proposal to ensure it aligns with Chevron’s priorities and avoids ineligible categories, such as personal assistance for individuals and requests for capital funds.
  13. Submit the completed application to the appropriate Chevron Policy, Government & Public Affairs Manager nearest your area of operation.

What You Should Know About This Form

What types of organizations are eligible to apply for the Chevron Grant?

Eligible applicants must be private, tax-exempt organizations that possess certified 501(c)(3) status under the Internal Revenue Code. This classification demonstrates the organization’s commitment to charitable purposes, making it a key requirement for grant consideration.

How does the grant application process work?

The proposal submissions for the Chevron Grant are accepted and reviewed on an ongoing basis. However, please note that the processing time typically spans three months. Therefore, applicants should prepare their requests with enough time to accommodate this timeline.

What should be included in the grant request letter?

A grant request should ideally be a concise letter, no more than two pages in length, complemented by any necessary attachments. The letter should clearly articulate the organization’s purpose, the specific needs the project addresses, and provide a comprehensive project budget. Details about the intended beneficiaries and methods for evaluating project effectiveness should also be included.

What projects does Chevron prioritize for funding?

Chevron places a strong emphasis on initiatives that enhance the quality of life in communities. The company particularly prioritizes projects that foster creative STEM (science, technology, engineering, and math) programming for K-12 students. This focus reflects Chevron’s commitment to educational advancement and community development.

Who should local organizations contact for grant proposals?

Local community organizations are encouraged to direct their grant proposals to the nearest Chevron Policy, Government & Public Affairs Manager. Each area of operation has a designated manager, ensuring that requests are handled with local expertise and attention.

What information is necessary about the organization in the grant application?

Applicants must provide essential organizational details, such as the name, address, and contact person. A brief statement outlining the organization’s history, goals, and accomplishments is crucial. Additional information such as the geographical area served, the volunteer involvement, and the organization’s governing board is also required for a complete application.

Are there specific exclusions from grant funding?

Yes, certain types of requests are generally excluded from consideration. These include grants for personal assistance for individuals, capital funds for buildings, religious or political organizations, and travel funds. Organizations seeking support for athletic events or national health institutions focusing on research should also refrain from applying.

What type of financial information must accompany the application?

Organizations need to submit their most recent audited financial statements and current operating budgets. This documentation should outline how income is allocated across various expenses, and it should list all current funding sources, both unrestricted and restricted. Additionally, a copy of the organization’s latest Form 990, including any applicable state supplements, is required.

Is there a preferred format for submitting the grant request?

The grant request should be written in a clear and concise letter format, ideally not exceeding two pages, excluding attachments. This format ensures that all necessary information is presented in an organized manner, facilitating the review process by Chevron’s grant committee.

Can I contact Chevron by phone regarding my grant application?

No, phone solicitations are not accepted. All grant inquiries and submissions must be made in writing, allowing Chevron to maintain a consistent and thorough review process for all applications received.

Common mistakes

Filling out the Chevron Grant form can be a straightforward process, but many applicants make mistakes that can hinder their chances of success. One common error is not adhering to the page limit. The guidance states that requests should be no more than two pages. Submitting overly lengthy documents may result in important information being overlooked, or the proposal being rejected outright. Keep your submission concise and focused.

Another frequent mistake is failing to provide a complete project budget. The budget must detail sources of financial support and amounts received or pending. Missing this information can raise red flags for reviewers. Ensuring that your budget is thorough and clearly outlined demonstrates transparency and accountability.

Some applicants overlook the need for a well-defined timetable for project implementation. This section shows your planning skills and accountability. Without a clear timeline, reviewers may doubt the feasibility of your project. Clearly articulated timelines also aid the organization in tracking progress and effectiveness.

Including the organization’s recent audited financial statement is crucial. Unfortunately, some applicants neglect to attach this document. This financial statement gives the reviewing committee insight into the organization’s stability and integrity. Failure to submit this necessary documentation could hinder your chances of securing funding.

Another mistake involves misidentifying the target audience for the grant. It is important to specify who will benefit from the project and explain how they will be impacted. Vaguely describing the beneficiaries can lead to confusion and may weaken your proposal. Be explicit and make a strong case for the community need your project addresses.

Lastly, applicants sometimes submit request letters that lack the necessary details regarding their organization. This includes failing to provide the organization’s history, goals, and accomplishments. If this information is absent, reviewers may lack the context needed to evaluate your request. A compelling background story can significantly enhance your application.

Documents used along the form

The Chevron Grant form serves as a primary tool for requesting financial support from Chevron for various projects. Alongside this application, several other forms and documents are often required to ensure a comprehensive submission. Each of these supports the evaluation of the request and provides necessary context to Chevron’s decision-making process. Below is a list of other commonly associated documents, each described briefly for clarity.

  • IRS 501(c)(3) Determination Letter: This letter confirms an organization's tax-exempt status. It proves the applicant’s eligibility to receive grants and donations, ensuring compliance with IRS regulations.
  • Organizational History Statement: A concise document detailing the organization’s background, including its mission, successes, and progress over the years. This information establishes credibility and context for the grant request.
  • Project Budget: A financial overview of the proposed project that outlines costs, funding sources, and expected expenses. It gives insight into how funds will be allocated and managed.
  • Current Operating Budget: This document shows ongoing financial projections for the organization. It provides stakeholders with an understanding of the financial health of the applicant and its capability to sustain efforts.
  • List of Board Members: A list detailing the governing board of the organization, including their affiliations and roles. This showcases the leadership structure and governance of the nonprofit.
  • Audited Financial Statements: These statements, prepared by an independent auditor, provide a snapshot of the organization's financial status. They enhance transparency and trust in the applicant's fiscal management.
  • Form 990: This is an annual reporting return that certain organizations must file with the IRS. It contains detailed financial information about the organization, further informing Chevron's evaluation of the grant application.
  • Letters of Support: Endorsements from community leaders or partner organizations can bolster an application. They provide evidence of community involvement and support for the proposed project.
  • Evaluation Plan: This outlines how the organization plans to assess the project's success. It includes metrics for success and methods for reporting results to stakeholders, ensuring accountability.

Completing the Chevron Grant form full circle requires assembling these associated documents. Together, they present a clear, informative, and persuasive case for why support should be granted. Each document enhances the overall application, aiming to secure funds for valuable community projects. In this collaborative path of support, transparency and thoroughness are key to achieving shared goals.

Similar forms

  • Grant Application Forms: Similar to the Chevron Grant form, many grant applications require applicants to provide a concise summary of their organization, objectives, and project needs, ensuring a focused approach in each proposal submission.
  • Proposal Guidelines: Like the Chevron Grant form, proposal guidelines of various foundations and organizations outline required components, including project descriptions and budgets, to facilitate a clear evaluation process.
  • Charitable Contributions Forms: These forms typically share the requirement for applicants to have a tax-exempt status, just as the Chevron guidelines state for eligible organizations applying for grants.
  • IRS Form 990: This form, like the information required in the Chevron Grant proposal, necessitates detailed financial information about an organization’s income and expenditures to ensure transparency and accountability.
  • Funding Requests for Nonprofits: Similar in structure, these documents often request information about the number of people served and the impact of the programs, mirroring the method of evaluating project effectiveness outlined in the Chevron Grant form.
  • Mission Statements: Many grant applications require a brief overview of the organization’s mission and goals, akin to the Chevron form’s request for a history of the organization and its accomplishments.
  • Project Budgets: Budget documentation is necessary for most grant applications and should outline expected expenses and revenues, paralleling the detailed financial support requirements in the Chevron application.
  • Community Needs Assessments: Just as Chevron emphasizes the importance of identifying community needs, many funders ask for assessments that articulate how proposed projects address gaps in services.
  • Annual Reports: These documents, similar in spirit to the Chevron Grant form’s request for organizational history and accomplishments, provide insights into past performance and future goals.
  • Letters of Support: Often required alongside grant applications, these letters can bolster the application by demonstrating community backing, similar to the emphasis on community benefit in Chevron’s proposal guidelines.

Dos and Don'ts

When filling out the Chevron Grant form, understanding the dos and don'ts can significantly affect the outcome of your application. Here are essential guidelines to consider:

  • Do clearly outline the project's goals and how it addresses community needs that are not currently met.
  • Do keep your proposal concise — ideally no more than two pages, plus necessary attachments.
  • Do include a comprehensive project budget that details financial support and expected funding sources.
  • Don't make unsolicited phone calls. All requests must be submitted in written form.
  • Don't include irrelevant attachments that do not directly support your proposal.
  • Don't request funding for excluded categories, such as personal assistance for individuals or capital funds for buildings and equipment.

Following these guidelines will enhance the clarity and impact of your application, helping you align your request with Chevron's grant-making objectives.

Misconceptions

Understanding the Chevron Grant form is crucial for potential applicants. Yet, several misconceptions can lead to confusion. This list clarifies those misconceptions.

  • Anyone can apply for a grant. Only private, tax-exempt organizations with certified 501(c)(3) status can apply. Individual requests will not be considered.
  • Phone calls are an acceptable way to solicit grants. Chevron does not accept phone solicitations. All requests must be submitted in writing.
  • Proposals can be lengthy and detailed. Applicants should keep their proposals concise, ideally no more than two pages, plus attachments.
  • Grants can be requested anytime without a proposal review process. While Chevron accepts proposals on a continuing basis, the processing time is typically three months.
  • All types of projects are eligible for funding. Chevron prioritizes programs related to educational, environmental, health, and civic activities, among others. Projects that don't align with these focus areas are usually excluded.
  • Projects must have immediate outcomes or results. While applicants should detail expected results, they should also include a method for evaluating project effectiveness over time.
  • Securing funding guarantees future financial support. The proposal must address plans for continued funding, especially for ongoing projects. Chevron needs to understand how projects can sustain themselves.
  • All nonprofits have an equal chance of receiving funding. Chevron often prioritizes local community organizations that demonstrate a significant impact in their respective areas.
  • Financial statements are optional. A copy of the organization’s most recent audited financial statement and current operating budget is necessary. This information helps evaluate the organization’s financial health and transparency.

Clarifying these misconceptions will streamline the application process and help organizations align their requests with Chevron's guidelines.

Key takeaways

When applying for a Chevron Grant, it is important to understand the requirements and process involved. Below are key takeaways that can guide applicants in their efforts:

  • Eligibility Requirements: Only private, tax-exempt organizations with certified 501(c)(3) status under the Internal Revenue Code are eligible to apply for charitable contributions.
  • Submission Format: Proposals should be submitted as concise letters, ideally no longer than two pages, excluding any attachments.
  • Processing Time: Applicants can expect a processing time of approximately three months after submission.
  • Focus Areas: Chevron prioritizes programs that promote STEM education for K-12 students, as well as initiatives in education, environment, health, civic, cultural, and international services.
  • Grant Proposal Content: Include a brief description of the project or activity, its goals, and a detailed project budget. This should also cover any expected results and methods for evaluating effectiveness.
  • Exclusions: Applications for personal assistance, capital funding, endowment funds, and support for political or athletic organizations typically do not qualify for consideration.
  • Contact Information: Local community organizations should direct their grant proposals to the Chevron Policy, Government & Public Affairs Manager located in their operational area.