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The Chevron Grant form is an essential tool for organizations seeking financial support from Chevron’s charitable contributions program. This program reflects Chevron's commitment to enhancing the quality of life in communities where it operates. To be eligible, applicants must be private, tax-exempt organizations with a certified 501(c)(3) status. Chevron reviews proposals continuously, but applicants should be aware that processing typically takes about three months. Concise, well-organized requests submitted as letters are preferred, ideally limited to two pages plus any attachments. The written request must clearly outline the project's objectives, budget, and expected benefits, ensuring that the organization's mission aligns with Chevron's focus on educational, environmental, and community service initiatives. Special attention is given to programs promoting STEM education for K-12 students. Local organizations are encouraged to connect directly with their nearest Chevron Policy, Government & Public Affairs Manager for guidance. A comprehensive application should include details about the project and the requesting organization, alongside necessary financial documentation. However, applicants should note that certain requests, such as those for individual assistance or capital projects, may not be considered. Understanding these aspects can significantly aid organizations in crafting their applications effectively.

Form Sample

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.

Document Specifications

Fact Name Fact Details
Eligible Applicants Only private, tax-exempt organizations with 501(c)(3) status can apply for grants from Chevron.
Proposal Submission Grant requests must be in concise letter form, preferably no longer than two pages. They are accepted and reviewed continuously but typically take three months to process.
Project Priorities Chevron emphasizes programs that promote STEM education for grades K-12, as well as initiatives that enhance community services in various sectors.
Contact Information Local organizations must direct grant proposals to the nearest Chevron Policy, Government & Public Affairs Manager, with specific contact details provided for the Los Angeles Area Basin.

Steps to Filling Out Chevron Grant

After completing the Chevron Grant form, applicants will submit their request for consideration. The company reviews proposals continuously and generally takes about three months to process them. It is essential that all required information is included to facilitate a smooth review process.

  1. Verify eligibility by confirming that your organization is a private, tax-exempt 501(c)(3) entity.
  2. Prepare a concise letter, preferably no longer than two pages, addressing the grant request.
  3. Include the following information in your letter:
    • Special project request: Brief description of the activity or project, its need, implementation timetable, expected results, evaluation methods, project budget, and plans for continued funding.
    • General information: Organization name, address, phone number, and contact person, along with a statement of history, goals, accomplishments, geographical area served, number of volunteers, and IRS tax exemption letter.
    • List governing board members, Executive Director, and key staff with brief background information.
    • Attach a recent audited financial statement and current operating budget detailing income utilization.
    • Include a list of current unrestricted and restricted funding sources.
    • Attach the organization’s most recent Form 990 and any applicable state supplement.
  4. Review the list of exclusions to ensure your request falls outside of disqualified categories.
  5. Submit the completed grant request letter with all required attachments to the appropriate Chevron Policy, Government & Public Affairs Manager based on your local area.

More About Chevron Grant

What are the eligibility requirements for the Chevron Grant application?

Eligible applicants must be private, tax-exempt organizations with certified 501(c)(3) status under the Internal Revenue Code. This designation ensures that the organization operates for charitable purposes and is recognized by the IRS. Organizations that do not meet this requirement will not be considered for funding. It is important to confirm your tax-exempt status before submitting your application.

How long does it take to process a Chevron Grant application?

Once a grant proposal is submitted, the processing time typically takes about three months. During this period, your request will be reviewed thoroughly to determine if it aligns with Chevron's philanthropic focus. While waiting, applicants are encouraged to prepare any additional information that may be requested.

What information should be included in the grant proposal?

Your grant proposal should be submitted in a concise letter form, ideally limited to two pages, along with any necessary attachments. Key elements to include are a brief description of the project, an explanation of community needs, and how your project will address those needs. Additionally, a project timeline, budget, expected results, and evaluation plans should be clearly outlined. Don't forget to include your organization's history and accomplishments, as well as information about your governing board and key staff.

Are there any types of projects or organizations that are excluded from consideration for Chevron Grants?

Yes, certain types of requests are generally excluded. For example, individual personal assistance, capital funds for buildings and equipment, and religious or political organizations are not eligible. Funding requests for national campaigns, travel funds, and simple requests for tickets or materials will also not be considered. Familiarizing yourself with these exclusions can help streamline your application process.

Who should I contact for help or more information regarding my grant proposal?

Local community organizations are encouraged to direct their grant proposals and inquiries to the Policy, Government & Public Affairs Manager for their area. For the Los Angeles Area Basin, you can reach out to Rod K. Spackman at the Chevron El Segundo Refinery. This contact can provide specific guidance tailored to your project as well as any additional resources or support.

Common mistakes

  1. Incomplete Information: Applicants often fail to provide all the necessary details about their organization, including the required contact information, history, and goals. A complete set of information helps reviewers understand the applicant's mission better.

  2. Exceeding Page Limit: Some applicants submit proposals that exceed the recommended two-page limit. Keeping the request concise ensures that the key points are highlighted and easily understood.

  3. Lack of Clarity in Project Description: A brief description of the project is crucial. When applicants do not clearly outline the activity and its intended outcomes, it can lead to misunderstandings about the grant's purpose.

  4. Ignoring the Evaluation Component: Many applicants overlook the need to explain how they will evaluate the effectiveness of their projects. Including this information demonstrates an understanding of accountability and impact.

  5. Absence of a Budget: A detailed budget is essential. Some individuals fail to include a comprehensive project budget, which should outline sources of funding and how the money will be spent.

  6. Neglecting to Address Community Needs: Applicants sometimes do not clearly articulate how their project meets specific community needs not already covered by other organizations. Clarification in this area can strengthen their application.

  7. Forgetting Ongoing Funding Plans: It is important to mention how ongoing projects will be funded in the future. Many forget to outline these plans, which can be a critical factor in the decision-making process.

  8. Inadequate Documentation: Suppose applicants do not provide the required documentation, such as the IRS tax exemption letter or the most recent audited financial statements. In that case, it can lead to delays or rejections, as thorough documentation is vital for a complete application.

  9. Pursuing Ineligible Programs: Some applicants mistakenly submit proposals for projects or organizations that fall outside Chevron's stated priorities or exclusions. Understanding these guidelines is fundamental to a successful application.

Documents used along the form

In the realm of grant funding, particularly when dealing with the Chevron Grant form, several auxiliary documents and forms often accompany the primary application. These additional materials provide context, supporting evidence, and necessary details that bolster the application’s credibility. Here is a list of such documents commonly utilized during the grant application process.

  • IRS 501(c)(3) Determination Letter: This letter serves as proof of an organization’s tax-exempt status, confirming that it is eligible to receive charitable contributions. It is essential for establishing the nonprofit's legitimacy.
  • Project Proposal: This comprehensive document outlines the specifics of the proposed project, including objectives, implementation plans, and expected outcomes. It is crucial for demonstrating the project’s alignment with the grantor’s priorities.
  • Organizational Budget: A detailed financial plan that outlines the anticipated expenses and income for the organization. This budget is critical for assuring funders of the organization’s financial health and operational viability.
  • Audited Financial Statement: This report, prepared by an external auditor, provides an overview of an organization’s financial position and operations. It enhances credibility and transparency in financial dealings.
  • Form 990: A required informational tax form that provides the IRS with data about a nonprofit’s income, expenses, and activities. Grantors often request this to assess fiscal responsibility and transparency.
  • Letters of Support: Testimonials or endorsements from community stakeholders and partners can strengthen an application. These letters showcase collaboration and community backing, which are often critical in grant evaluations.
  • Resumes of Key Staff: Summaries of the qualifications and experience of the organization’s leadership and project team. This information reassures funders that capable individuals will manage the proposed project.
  • Evaluation Plan: A framework that outlines how the organization will assess the effectiveness of the proposed project. This plan is vital for demonstrating commitment to accountability and learning outcomes.
  • Community Needs Assessment: A report analyzing the specific needs of the target community. Showing that there is a genuine need for the proposed project can significantly impact the likelihood of securing funding.
  • Marketing Plan: A strategic outline describing how the organization intends to promote its projects or programs. This plan may include outreach strategies, target audiences, and methods of engagement with the community.

By preparing these supporting documents, applicants can present a holistic view of their organization and its initiatives. A thorough and well-documented application not only increases the chances of obtaining funding but also builds lasting relationships with potential grantors, enhancing future collaboration opportunities.

Similar forms

The Chevron Grant form shares similarities with the Community Grant Application found in many local foundations. Both documents prioritize specific community enhancements, requiring applicants to address local needs directly. Like the Chevron Grant form, the Community Grant Application typically asks for a project description, a defined timeline, and methods for evaluating success. This ensures that funds will be utilized effectively and impactfully, fostering a sense of accountability for all parties involved.

Another document resembling the Chevron Grant form is the Nonprofit Grant Application template commonly used by many charitable organizations. Both forms emphasize the necessity of clear and concise written proposals. They require an identification of the organization’s mission, target beneficiaries, and a detailed budget along with substantiating financial statements. This alignment cultivates clarity in the evaluation process, allowing grantors to better understand the applicant's goals and resource needs.

The Federal Grant Application forms also echo the structure of the Chevron Grant form. Both involve a rigorous application process illustrated through comprehensive guidelines and required documentation. For instance, applicants in both scenarios must justify their project’s alignment with the grantor’s goals and demonstrate need through various metrics. These shared components help ensure responsible resource allocation that meets community needs effectively.

Award applications for educational grants from various universities are similar in spirit to the Chevron Grant form. Both documents ask organizations to detail the scope of educational initiatives they wish to fund, particularly those advancing STEM disciplines. Furthermore, both feature requirements for a proposed project timeline, anticipated outcomes, and strategies for assessing the program’s success, enabling a thorough review by the funding body.

Lastly, the Corporate Sponsorship Proposal can also be likened to the Chevron Grant form. Both documents focus on the alignment of objectives between the funding organization and the applicant. They necessitate a clear articulation of how the proposed project will benefit the community and the sponsor's reputation. Moreover, both documents insist on financial transparency and a strategic approach to project funding, ensuring that all investments align with broader corporate values and goals.

Dos and Don'ts

When filling out the Chevron Grant form, keep these important tips in mind:

  • Ensure your organization has 501(c)(3) tax-exempt status.
  • Submit your application in a concise letter format, ideally two pages long.
  • Include all requested supporting documents, such as financial statements and tax exemption letters.
  • Clearly outline the need your project addresses and its expected impact on the community.
  • Provide a timetable for project implementation and evaluation methods.

Avoid these common pitfalls:

  • Do not make phone solicitations or inquiries; only written requests will be accepted.
  • Do not exceed the page limit for proposals to ensure brevity.
  • Avoid submitting requests pertaining to personal assistance or individual grants.
  • Refrain from applying for funding towards capital projects or equipment purchases.

Misconceptions

  • Misconception about eligibility: Some applicants believe they can apply for a grant even if they are not a certified 501(c)(3) organization. Only private, tax-exempt organizations with this status are eligible.
  • Misunderstanding processing time: It is often assumed that grant proposals are processed quickly. In reality, the typical processing time is around three months.
  • Assuming phone requests are acceptable: Many individuals mistakenly think they can call to discuss their proposals. However, Chevron only accepts written requests.
  • Confusion about the grant proposal format: Some applicants believe lengthier proposals may improve their chances. In fact, proposals should be concise, ideally limited to two pages plus attachments.
  • Belief that all projects qualify for funding: A common misconception is that any project can receive funding. Chevron prioritizes programs that focus on educational, environmental, health, and community-based initiatives.
  • Misinterpretation of required documentation: Some organizations think they should submit only basic information. The application requires comprehensive details, including financial statements and a description of the organization's history and goals.
  • Incorrect assumptions about restricted items: Applicants sometimes believe that requests for personal assistance or capital funds can be considered. Such requests are generally excluded from funding consideration.

Key takeaways

When filling out the Chevron Grant form, keep in mind these key takeaways:

  • Eligibility Criteria: Only private, tax-exempt organizations with a certified 501(c)(3) status can apply. Ensure that your organization meets this requirement before proceeding.
  • Application Format: Submit your request as a concise letter, ideally limited to two pages. Avoid phone solicitations since they won't be accepted.
  • Focus Areas: Chevron prioritizes educational and community programs, particularly those promoting STEM initiatives for grades K-12. Tailor your proposal to align with these focus areas.
  • Project Details: Clearly outline the project's purpose, expected outcomes, and how it will be evaluated. Include a budget detailing financial support sources.
  • Processing Time: Note that processing of grant applications takes about three months, so plan ahead and submit your proposals early.