Calendar

the m p w c Foundation, inc.

UNDERPROMISE and OVERDELIVER

What is our timetable (our normal calendar)?

Calendar of normal events at (approximate) expected dates during our fiscal year which begins on July 1 and ends June 30th, each year:

when	what happens at that time?	click below for info
jul	Final accounting for our own prior fiscal year ending each June 30th is completed	what we ask of our grantees, we also do ourselves
oct	Submission of reports to the USA's Internal Revenue Service (IRS) on Forms 990 (et cetera), if and when required	IRS information
nov 1	we await confirmation of each grantee's interest in continuing with us and this begins the following year's grant process.	future requirements and due Oct 31st (A)
early Jan.	local charitable organizations are requested to submit their required inputs for first year's grants - As of Oct 10 2008, we have ceased accepting new grantees (we are not sure at this time as to whether or not this is permanent or temporary)	Eligibility and initial requirements
mid Jan.	current grantees are expected to submit their required inputs for ongoing grants in order to be considered for this year's grants	due Nov1-Jan15 (A) and due Jan 31st (A)
feb 1 to 16	Initial and then final review of all grant requests received should be completed in early February; all requests must be reviewed and then accepted prior to presentation to our Trustees by late February	Our trustees
late feb	Annual meeting of our Board of Trustees occurs in late February or early March	Our trustees
as noted	Payments to grantees (normally completed during the period March through early May)	Our grantees
may	Submission of annual franchise report, as required, to State of Texas	IRS information
may	Announce recipient of Lifetime Achievement and other awards in May or June (this has been discontinued due to lack of interest by others)	lifetime achievement and transparency awards
may	plans for next year are made and reviewed, continuity updated, web-site is updated, amended instructions to current grantees is readied to be posted to our web-site, mostly by May 31st.
jun 30	End of our Foundation's fiscal year - June 30th

(A) although each of these "due dates" are critically important for all grantees to meet (because, if we DO NOT receive all input from ALL grantees at the SAME TIME, we are forced to review the ones that do not meet our deadlines out of our normal efficient zone for review. That costs us time that we can not spare AND it costs the grantee a tougher and more critical review (so, you, too, lose by your laxity). Too many times, it is apparent that the work itself was done at the last minute and this, too, will require more additional work by the grantee AS our review will again be tougher. The correct and proper method in every case is to make sure that your work is documented in a written procedure (continuity!!!!!!!) and updated and amended each year for changes that are either new or recently thought about. What this really suggests is that all work should be started way in advance, not at the last minute. Each "due (date)" has many parts, some of which can be done well before the due date. We strongly suggest that ignoring these principles will COST you more than it costs us. Ignore it at your own future risk.

Oh, yes, one more thing. We have asked repeatedly for questions (submitted well before December 31st each year) from you whenever you do not understand something. Those who do not ask, now five or more years into the program, have no excuses for not complying completely with our requirements.

And now, this one last "helper" for our grantees. The very most important webpages (that should be read EVERY year by EVERY grantee) are defined and designated with a "(C)" on our site map page. To aid you in referring back and forth between this checklist page and each of those pages, we include below a table of links between each of these pages. The links are listed (more or less, but mostly) in the order of their "completion by you (and necessity)" basis.

checklist (summary)	use these templates to create your input for the year	certification - use this for preliminary work	continuity - defined & discussed
transparency - defined & discussed	financials-example - use this format	disclosures- examples for your fin'l statements	ongoing requirements for each year
some details - including "how to reply"	1st year requirement - if applicable	eligibility - if applicable	our calendar - for your information
subsequent changes - use after Founder's death	site map for this MPWCF website

“Underpromise and Overdeliver”

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