2022 Capital
Letter of Inquiry (LOI)
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Please Note: all Letters of Inquiry must be submitted through the S. Mark Taper Foundation’s online
grants portal. We do not accept hard copy LOIs or LOIs sent via email. You may copy and paste your
answers from the Word document into the online LOI, but please be aware that the grants portal will
not accept any special formatting (i.e. bold, italics, bullet points, etc.).
LOI Organization Overview
*Has your organization received a grant from the S. Mark Taper Foundation in the past 3 calendar
years?
*LOI Request Amount
*Mission Statement (75 words)
*Organization Overview (50 words)
*Request Overview (50 words)
*Does your organization operate under the EIN of a fiscal sponsor?
☐ Yes, my organization operates under the EIN of a fiscal sponsor
☐ No, my organization operates under its own EIN
*Does your organization operate under the EIN of a national/statewide organization?
☐ Yes, my organization operates under the EIN of a national/statewide organization
☐ No, my organization operates under its own EIN or a fiscal sponsor’s EIN
If your organization has received a grant from the S. Mark Taper Foundation in the past 3 calendar
years, you are not eligible to apply for a grant during this cycle. If you have any questions, please
contact us at [email protected]
Initial amount requested by the organization during the LOI stage of the application process
Please provide a 1-2 sentence snapshot of your organization
Please provide a 1-2 sentence snapshot of your request
2022 Capital
Letter of Inquiry (LOI)
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Programs & Services
*Select the one category that best defines the primary services and programs provided by the
organization:
☐ Arts
☐ Civic Affairs
☐ Education
☐ Environment
☐ Health
☐ Social Services
*Are services provided free of charge?
☐ Yes ☐ No
*If no, please provide an explanation of the fees charged to program participants including the
amount charged and to whom. (250 words)
Demographic Information
*Total number of unduplicated individuals served by the organization in the most recently
completed fiscal year:
*Age of persons served by the organization in percentages (must add up to 100%):
Older Adult (65+)
Youth (6-17)
Adult (25-64)
Young Children (0-5)
Young Adult (18-24)
*Primary geographic area served by the organization (you may only select one):
☐ Los Angeles County
☐ Imperial County
☐ Orange County
☐ Riverside County
☐ San Bernardino County
☐ San Diego County
☐ Santa Barbara County
☐ Ventura County
*If Los Angeles County, select which Service Planning Areas (SPAs) are served by the organization
(you may select more than one):
☐ SPA 1 – Antelope Valley
☐ SPA 2 – San Fernando Valley
☐ SPA 3 – San Gabriel Valley
☐ SPA 4 – Metro Los Angeles
☐ SPA 5 – West Los Angeles
☐ SPA 6 – South Los Angeles
☐ SPA 7 – East Los Angeles
☐ SPA 8 – South Bay/Harbor
2022 Capital
Letter of Inquiry (LOI)
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If applicable, secondary geographic area(s) served by the organization (you may select more than
one):
☐ Los Angeles County
☐ Imperial County
☐ Orange County
☐ Riverside County
☐ San Bernardino County
☐ San Diego County
☐ Santa Barbara County
☐ Ventura County
LOI Capital Request
*Capital Project Title
*Total Project Budget
*Total amount of funds raised or committed
If applicable, construction/renovation projected start date (month/year)
If applicable, construction/renovation projected end date (month/year)
LOI Narrative
*Please describe the work that your organization does and the capital project that this grant would
fund. Please include the capital project’s purpose, scope, and where the project stands in terms of
fundraising, construction, and completion. Describe how a grant from the S. Mark Taper Foundation
would benefit your organization and the capital project that this grant would fund. (1500 words)
*Will the organization be experiencing a merger, executive transition, or other major internal change
in the next year? If yes, please elaborate below. (250 words)
Please share any additional information you think the Foundation should know that has not already
been captured in the previous questions. (500 words)
You can provide additional context or explanation for the fields below in the optional narrative
question located on the "LOI Narrative" tab.
2022 Capital
Letter of Inquiry (LOI)
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LOI Uploads
*IRS Determination Letter indicating 501(c)(3) status
*State of California Franchise Tax Board Entity Status Letter
*List of current Board members, including the race/ethnicity, business affiliation, title and length of
service for each Board member. Please do not include personal addresses.
*Board-approved Organizational Budget (including both revenue AND expense) for the current fiscal
year
*List of Grants Received
LOI Uploads Directions:
You will not be allowed to upload any documents until you click "Save Draft" at the bottom of the
screen. Please upload PDF, Word or Excel documents only. The maximum size limit per upload is
2GB. All uploads with an asterisk (*) next to the name are required.
If you are fiscally sponsored or affiliated with a national/statewide organization: please
upload documents for your local organization/chapter/affiliate office in the main uploads section.
Please use the link below to generate a CURRENT entity status letter. The letters must be generated
within 30 days of LOI submission. Out-of-date letters will not be accepted. To be eligible, both boxes 1
AND 3 on the letter must be
checked.
If boxes 1 and 3 are not checked, we recommend that you contact the California Franchise Tax Board
and/or the California Registry of Charitable Trusts to obtain more information. The Foundation is not able
to provide individual
guidance or direction on this matter.
Link to California Entity
Status Letter Generator
If your budget has not been approved by your Board of Directors yet, please upload a draft of your
current year budget AND your board approved budget from the last fiscal year. You may upload more
than one document in this field.
Please provide a list of grants received in the current and past two fiscal years using the REQUIRED
template below.
Download List of Grants Received Template
2022 Capital
Letter of Inquiry (LOI)
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*Audited Financial Statements for the most recently completed fiscal year
If your organization conducts any work with schools, upload a list of all schools that you work
with/in, including the name and school district where the school is located
Additional Uploads
Capital Uploads
*Capital project budget (including both revenue AND expense). Please upload as detailed a budget
as possible.
*Timeline for the capital project (including commencement and completion dates)
*List of Board-approved naming opportunities with funding levels, square footage and availability
Authorizations
*By checking this box, I certify that the CEO/Executive Director or Board Chair have authorized the
submission of this LOI
☐
I Confirm
If the organization does not have audited financials, please upload BOTH of the following internally
prepared financial
statements instead:
1) Income Statement/Statement of Activities; AND
2) Balance Sheet/Statement of Financial Position
Please Note:
Once you click “Submit,” you will be unable to make any additional edits or changes. You can
print a preview of your request by clicking on “PDF of Request.” Once submitted, the Primary
Contact and CEO/Executive Director will receive an email confirmation with a PDF copy of the
request attached. While your request is in process, please notify the Foundation via email of any
significant changes in contact information or key staff and update the organization's profile.
2022 Capital
Letter of Inquiry (LOI)
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The following sections are only required for organizations that operate under the EIN of
a fiscal sponsor OR under the EIN of a national/statewide organization.
Fiscal Sponsor
*Name of Fiscal Sponsor Organization
*Describe the organization's relationship to the fiscal sponsor, including how long the organization
has been fiscally sponsored and what kind of support the fiscal sponsor provides. (150 words)
Fiscal Sponsor Contact Information
*Prefix:
*First Name:
*Last Name:
Suffix:
*Title:
*Email Address:
Fiscal Sponsor Uploads
*Audited Financial Statements for the most recently completed fiscal year
Please enter contact information for your primary contact at the fiscal sponsor organization
Please Note:
The uploads in this section should be for the fiscal sponsor organization - NOT the fiscally
sponsored organization/project.
2022 Capital
Letter of Inquiry (LOI)
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*List of current Board members, including the race/ethnicity, business affiliation, title and length of
service for each Board member. Please do not include personal addresses.
*Board-approved Organizational Budget (including both revenue AND expense) for the current fiscal
year
2022 Capital
Letter of Inquiry (LOI)
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National/Statewide Organization
*Please provide the name of the national/statewide organization and describe the relationship. (300
words)
*Do you pay indirect costs, or does a portion of your revenue go to the national/statewide
organization? (300 words)
*Do you receive any funds from the national/statewide organization? (300 words)
National/Statewide Organization Contact Information
*Prefix:
*First Name:
*Last Name:
Suffix:
*Title:
*Email Address:
National/Statewide Organization Uploads
*Audited Financial Statements for the most recently completed fiscal year
Please enter contact information for your primary contact at the national/statewide organization
Please Note:
The uploads in this section should be for the national/statewide organization - NOT the local
chapter/affiliate office.
2022 Capital
Letter of Inquiry (LOI)
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*List of current Board members, including the race/ethnicity, business affiliation, title and length of
service for each Board member. Please do not include personal addresses.
*Board-approved Organizational Budget (including both revenue AND expense) for the current fiscal
year.
