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This page will contain the names
of all grantees approved by the Founder prior to his death.
Only
grantees so approved (previously considered "certified") may receive grants after the Founder's death
(note, however, that there are some exceptions noted later on this page). As
an indication of the most important requirements for such approval, no
requirements are more important than the following:
 | Possessing an observable
and written set of policies and procedures that ensure that future
generations of your organization's management will understand and continue
the policies and procedures that are consistent with your organization's current
methods of operating and the goals and mission upon which such MPWCF
approval was granted. Quite obviously, if we are to promise huge grants to any
organization (the smallest of which is expected to be in excess of us$10,000 each
year), we would like to have some assurance that what our Founder agreed to
prior to his death appears to be what your organization is going to continue
doing. And now (in 2012) where we plan to transfer
portions of our (now calculated at us$3,200,000 of more) directly to the
grantees, we expect this even more than before. More of what we
expect to see is shown in great detail on the continuity
webpage. |
| Creating and issuing annual
comparative financial statements that openly and fully disclose your financial
operations as well as disclose the internal workings of your
organization. We feel that whatever you choose to do should be non-secretive
and that all of your constituencies deserve to know what is going on in your
organization. We are especially interested in:
 | comparisons between
years, in both actual and budgeted information |
| sufficiently and
accurately detailed descriptions (in general categories) of significant
categories of sources of monies received and significant
categorization of expenditure |
| the relationship of "mission" expenses
separated from and compared to general
overhead expenses |
| compensation (of any
sort) paid to non-Mexicans (especially your insiders like your board members, officers,
etc.) |
| costs of fund-raising
as well as the net amount of funds raised |
| supplementary notes explaining
that which the financial statements do not otherwise explain |
| an example of the above
is shown at financials-example |
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| More about both of these
requirements, including definitions, can be found on web-pages called transparency
and continuity |
The following organizations are approved as of this moment:
| The American Civil
Liberties Union Foundation (**) |
| Rider University (**) |
| Jovenes Adelante,
Feed-the-Hungry, Casita Linda, and Computadores pro Jovenes (see note A below) |
(**) be aware that the two organizations noted (with **) above are
approved as default organizations in the event that insufficient San Miguel de
Allende organizations meet the necessary requirements. For such SMA
organizations, the (see above) requirements
must be met prior to the Founder's death AND must continue to be met in the
years thereafter. Should approved organizations cease to meet this
criteria in later years, provisions for transferring the grants, and possibly
the entire Foundation endowment, to the default organizations are provided for in
the Founder's Trust Agreement (which is part of his Estate documents and is a
condition of his Will). This latter restriction also applies after the
Foundation closes down as discussed in the March 15 2012 notice at webpage Correspondence).
However, in the event that the two default grantees (Rider and ACLUF) (who have
been getting copies of each succeeding years - forever - input from the four SMA
grantees who have received their allocated share of the endowment)
ascertain that any (or all) of the SMA grantees have not met their obligations
under this website (and the Founder's estate documents - of which they received
a copy at his death), they shall institute procedures to recapture (and share
1/3 - 2/3 - Rider and ACLUF) the restricted endowments so distributed.
Based upon a 2012 decision to close down the Foundation in approximately
two years after the Founder's death, a tightening up (combined with a hurrying
up) of the qualities (see above) required of the final grantees is further
discussed in the entire table at the top of webpage subsequent changes
(especially the March 15 2012 notice - more about that at webpage Correspondence).
It is quite possible, given past histories from each of the SMA grantees
mentioned above, that the entire endowment will NOT be allocated to the SMA
grantees, and that even significant portions of it might be allocated to the two
USA default grantees because the Founder has gotten completely disillusioned
with the SMA grantees non-performance (limited, even no, improvements over the
years) on the subject of Continuity. Prior to his death, the
most recent annual input received from each grantee shall have been reviewed by the Founder and each year, his most recent judgment of percentages
of the total endowment shall be (retained in our records or) sent to his Executor for later use in dividing the
total endowment to be allocated to each grantee If 100% of the
grantees each get 100% of their allocated share of the endowment, the allocation shall approximate 30% to
Jovenes Adelante, 30% to Feed the Hungry, 10% to Casita Linda, and 10% to
Compudores pro Jovenes. At this time (March 21 2012) no other grantees are
being considered, so the remaining 20% of the entire Endowment of the Foundation
shall be allocated to (1/3 - 2/3) Rider and ACLUF. However, based
upon past performances, the Founder currently suspects that a more likely
result may be something like Jovenes Adelante 25%, Feed the Hungry 20%,
Casita Linda 7%, and Computadores pro Jovenes 9%. For the time
being, let us use those percentages only as an example. If that example
were true (and see above for method to obtain the "most recent judgment of
percentages of the total endowment"), that means that 61% of the entire
Endowment is to be divided among the SMA grantees and the remaining 39% would go
to (1/3 - 2/3) Rider and
ACLUF. This would be true, after the Founder's death, and applied to
both the grants from either income or the final distributions of the endowment
itself.
(note A) This status may change as we are constantly and actively reviewing
our current grantee organizations. However, should the Founder die unexpectedly or
prematurely (or should he become incapacitated or of diminished capacity),
the "approved" status shall remain based upon the Founder's most
recent judgment sent to the Executor prior to his death. In lieu of the first such
judgment which will not be made (due to the provisions in the Mar 15 2012 email) until after June 15
2012), let the following be the "most recent judgment if only in the
unlikely (see above) "unexpected" status: Jovenes Adelante
= 20%, Feed the Hungry = 0%, Casita Linda = 6%, Computadora pro Jovenes = 7%,
and the default grantees = 67%. I'm truly sorry, dear friends, but your
role in partially causing my early departure is not be be overlooked. You've had 6 or more
years to get your act together and you've finally, this past February, flunked
out next to completely. Assuming I don't die, you have a chance to revive your
status so don't (expletive deleted) it up. This may be your last
chance. This latter statement notwithstanding, there are (actually,
now in 2012, were) some exceptions to
this "note A".
The following (now partially crossed out) is left in for
historical reasons and may be removed in the near future, but not now.
| Subject to any changes made by the Founder before he dies, either by
his approving additional local organizations and/or removing any of the
above approved SMA organizations due to their not continuing to meet our
requirements), whatever remains of the above approved organizations shall
get annual grants in the following percentages of the total grants that the
Board of Trustees authorizes for that year: Jovenes Adelante 30%, Feed the
Hungry (subject to the below paragraph) 30%, and the others are to receive
10% each. Anything remaining of the 100% of the authorized grants
shall go to Rider University (1/3rd) and the ACLUF (2/3rds). This shall remain constant as long as
each approved organization remains a constant and
complete observer of our ongoing requirements. Additionally, if the Founder dies (or
becomes unable to act) before approving sufficient (under either this or the
below clause) grantees, the Trustees may give temporary grants (in amounts of
from us$1,000 to us$2,000) to any of the
organizations that the Foundation had given grants to in at least one of the three
most recent fiscal
years prior to the Founder's "disappearance". These grants are to
be closely monitored and the status of each organization watched so that the
temporary grants become more permanent if and when each organization totally
fulfills all requirements for "such approval" (most especially,
the continuity and transparency requirements).
Thereafter,
all such organizations will have to
continue to meet these requirements so as to continue to receive annual grants.
The requirements met by these organizations in the prior year, plus the
requirements specified for the current year, and any open items, all as
expressed in our Eudora email mailbox on the Founder's computer for each
organization,
will be the basis for the Successor Trustees' decision on this matter. The
various critical factors to be evaluated (for both old existing and any new
possible grantees) by the then existing board of our Trustees are explained more
fully on the critical webpage (most specifically,
under "February" of each year). |
| A new agreement with Feed the Hungry now exists wherein no current
grants will be given to FTH until, at least, the Founder's death.
Grants to FTH (equal to Jovenes Adelante's 30%) will be given thereafter to
FTH but only if they have been completely compliant with the MPWCF's
requirements for at least three years prior to the Founder's death AND
continue to be completely compliant each year thereafter. |
| On the other hand, if one or more additional grantees (either including or excluding
Jovenes Adelante) have been approved at the
time of the Founder's death, the percentage shown as "approved" above for each
approved
grantee shall be paid to them in annual grants and any remaining portion of
the 100% of the Foundation's annual grants shall be divided between Rider
University (1/3rd) and the ACLUF (2/3rds). All Foundation requirements
stipulated for any one or more of the approved grantees will continue to be
requirements for as long as this Foundation exists. |
| Should there come a time when the "restrictions specified in the Founders
Will - (see d-restrictions)" are implemented or challenged by any
interested party, and if the challenge is successful, any grantee who has
not been in violation of the Foundation's requirements shall continue to
receive its approved percentage nonetheless. In other words, the good
grantee(s) shall not be penalized by either violations by any other grantee(s)
or even our own Trustees' violations. If the violation is that of our
own Trustees, the administration of the Foundation shall pass from the
control of these local Trustees and, in a successful action (as
described on the trustees page, in points
#10, #11, and most especially, #14) by either or both
of Rider University and/or the ACLUF, the administration of this Foundation
shall pass to one or both of them so that the "good grantee(s)"
shall not suffer as a result of other parties' violations. |
| Should there come a time when, due to changing circumstances,
additional grantees must be selected and added to our roster of
grantees by the then existing board of our
Trustees, the Trustees must select them from a San Miguel universe of local
organizations that meet ALL of our requirements as shown on the Eligibility,
1st year requirements, ongoing requirements,
and all other appropriate webpages on this web-site. Priority may be
shown to any post-2010 grantee (that is, a grantee that has received grants
after 2010) unless there is some reason for ceasing grants after 2010 that was specifically expressed in these webpages. However, in NO
event should any of the previous grantees (meaning grantees that have not
received grants since some time prior to 2010) that are still listed on the grantees
or potentials pages to ever be considered
again. They have had their opportunities in the past and, when we
needed them, they were not helpful to us (meaning, for the most part, they
were reluctant to meet our transparency and/or continuity requirements, even
after many years of our attempting to recruit them and help them comply). In other words, restrict
our search for any new grantees to those who have been either in process of
being approved and are recent grantees, or in the absence of appropriate
candidates from that category, to candidates that we have never
before considered (either because they did not exist in the past or for some
other worthwhile reason). |
A few ADDITIONAL thoughts follow for use ONLY IF the following (or
above) circumstances (or results) do not conflict with the above thoughts or
other significant parts of this web-site -- remember that the Founder's
intentions and wishes must be respected after his death.
General concepts (listed in order of priority) (always assuming the individual organization's continuing compliance
with the transparency and continuity requirements of this web-site):
| 1-It is desirable that Jovenes Adelante AND Feed the Hungry each get 25%
to 30% of the total annual grants given each year after the Founder's death.
Next, the remaining grantees (if they, too, are in good standing and/or
approved by the
Founder) are to each to get anywhere from 5% to 20% of the total annual grants. In
ideal circumstances, this would result in two 30% grantees and four 10%
grantees or some variation of that. |
| 2-Another possible alternative (if Feed the Hungry does not start meeting
the requirements at least 3 or more years prior to the Founder's death)
might be that Jovenes Adelante receive 100% of the total annual grants and
keep for their own mission the lesser of 50% or what they themselves decide that they can
rationally use on their own mission (as defined at the time of the Founder
death). The remaining portion of this 100% can be
"administered" by Jovenes Adelante (but still in accordance with
the requirements for all organizations as specified on this web-site) and
distributed by Jovenes Adelante to other San Miguel charitable organizations
that meet the requirements set on these web-pages. These distributions
should go predominantly (51% to 75%) to organizations that have gotten
grants from the MPWCF in prior years but are not otherwise receiving
anything from us at present, and secondarily (49% to 25%) to organizations
that are new (defined as subsequent to 2008) to San Miguel. Of course,
all organizations must meet the requirements set in these web-pages with
just a little extra latitude being granted to the new organizations in the
earlier years of receiving grants. Jovenes Adelante may, at its
discretion, send grants to Rider University and/or The ACLU Foundation (as
part of the above computations of distributions). |
| 3-In the absence of the desirable "2 30% and 4 10% ideal"
described above, and assuming that all of the organizations meet the
continuity and transparency requirements on this web-site, the Trustees may
consider the following variations on the
above two points which would be acceptable if they end up with something like (for
example) Jovenes Adelante receiving 70% (and handling the 70% by retaining
50% or less and distributing - as above - 20% or more to other SMA
organizations) and two or three other organizations (who have some sort of
ongoing relationship with the MPWCF at the time of the Founder's death)
receiving a division of (in this example) the remaining 30% of the year's total annual
grants in (for example) a 15, 10, 5% split of the 30% between the three (or
two) organizations. In the absence of any other information available
to the remaining Trustee's after the Founder's death, the remaining Trustees
should pick grantees from the yet-to-be approved but still recent (meaning
having received grants in one or more of the two most recent
pre-Founder-death years) grantees. Reading the most recent emails to and
from all "yet-to-be approved" grantees should provide sufficient
information for this decision to the remaining Trustees. These emails
can be found in the Founder's email software (currently Eudora mailboxes for
"Fdn-current grantees") |
| 4-an additional alternative has been added (in 2011). If
desirable to the successor President(s) (each of whom will also be the
direct replacement to the Founder's seat on the board of Trustees), the
President may nominate (one of the other Trustees must approve this
nomination to make it effective) new grantees that meet most if not all of
the normal requirements, with one or more of the following exceptions.
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