Checklist (summary)

This page is intended to summarize the instructions for each ongoing (meaning a grantee who has received grants or other instructions from us within the last year) grantee on what is required each year after the first grant has been given.

First, here is an IMPORTANT NOTE REGARDING YOUR "METHODS" of responding to us in ALL inputs to us:

We have found that the grantees that COPY each question/suggestion/point/instruction and only after doing that they THEN add their own unique answer directly below each individual point, it turns out that they generally do a better job in responding than those who merely read each item and respond with only a reference to the originating question/suggestion/point/instruction. This better job saves time for both of us as neither of us has to go through the frustrations of re-asking for information that was asked for previously but was ignored intentionally or by oversight. As a result of this, we strongly advise you to submit ALL input this way. Since almost everything is now submitted using computers, this method is even easier because using this "copy and paste" technique assures fewer oversights. This method should apply to EVERYTHING that is described below. And be aware that we have no objection (especially on the "7 questions" discussed further down on this page) for you taking last year's answers and using them (after you re-read them, amend them, correct them, delete portions no longer correct, etc. or otherwise ADAPT them to become your NEW AND MORE CURRENT answers) for your starting point for this year's now even more complete current submission. For instructions on formatting REPLYs, click HERE and read the mid-page section entitled "Regarding EMAILs and REPLYs to email" on the page that this click brings you to)

Deadline dates for you to know (remember we must report to our own Trustees shortly thereafter) (be sure to read the two notes marked (A) on the Calendar webpage):

Between June 30 and November 30th, each grantee should have re-read our latest "Comments (that need to be responded to between Nov 1 20xx and Jan 15 20yy)" email from us to you regarding your last year's grant input, this email having made suggestions for improvements for this year's grant input. We will expect an email response using this "comments email" as the starting basis for your reply with your point by point responses interjected after each individual point (each response being placed on a separated line from that which is being responded to). See the Between November 1st and January 15th caption below.

Between October 1st and October 31st, send us an email with the subject: (your individual 5-letter-code) -- (grant year 20xx) -- Section A Confirmation". To compose this email, use the template given to you on the webpage due Oct 31st. Be sure to use "copy and paste" to accomplish this.

Between November 1st and January 15th, send us an email with the subject: (your individual 5-letter-code) -- (grant year 20xx) -- Responses to your comments letter dated (mm/dd/yy)". To compose this email, use the template given to you on the webpage due Nov1-Jan15. Nothing else should be combined into (or contained in) this email. In the event that we sent you two Comments letters at that same time, be sure to add to the subject line whatever wording differentiates between the two responses. During this period, you should also read our site map for MPWCF to see if there are any pages that you should re-review, especially read all pages marked on the site map with a large red (C).

Before February 1st of each year, in accordance with both Section B2 and Section D of ongoing requirements, send us an email. To compose this email, use the template given to you on the webpage due Jan 31st which accomplishes all of the below (and more).

	In preparing responses to anything requested below, do not reinvent the wheel. Where at all possible, be sure to utilize the prior year's responses as merely a "starting point" and edit them, update them, correct them, and definitely add to them, so that this year's responses are better, more complete, and a greater indication of where you now stand on each of the below points. And be sure to use our Comments email (both the ASAP email that presumably you've responded to before you received last year's grant, as well as the email due between Nov 1 and Jan 15) from last year so as to include our suggestions. When each response is completed, review it so that you can consider it as this year's response and therefore let it be judged as if it were completely new this year.
	After reading and understanding all of the instructions included in the many links given to you on the annual certification letter web-page, you will be prepared to go forward.
	One covering email should be sent to us listing by name each of the many attachments (and each of the attachments themselves should be appropriately SUBJECT-named as described above). The covering email should refer to every attachment PLUS the certification letter itself.
	One attachment of one comparative financial statement including all appropriate disclosure notes (Subject-name this as Financial Statement)
	A separate (and signed) PAPER copy of the annual certification letter should be delivered to us at our La Conexion Box #77A.
	Please DO NOT SEND by email or deliver in person ANYTHING else but what we have asked for.
	Be sure that you read and understand and consider the implications for your organization of the new fact that we are going to dissolve this Foundation a short time after the Founder's death, whether or not you have met all of our requirements WELL BEFORE his death. Your share of the endowment will be decided by him before he dies AND it will be based upon your cumulative input year after year. You have been provided guidance on this in the table at the top of subsequent changes

Grant year 2013 will be the fourth year that we are trying this summary/checklist method of controlling all responses. If you have ANY questions, the time to ask them is prior to December 31st. Only one of you has ever asked questions and most of you should have (as we saw so many misreadings of our instructions). So for grant year 2013, we are trying something new since one or two of you seem to still have difficulty conforming to our need for consistent and comparative input. On the next page you will find information about, and links to, our templates, wherein we do everything for you except fill in the answers (which obviously are to be your own unique responses). Please, and this is the last chance for some of you, don't miss out on this last opportunity.

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”

Some, but not all, pages on this web-site were selectively modified as recently as the date shown at the bottom of the MPWC Foundation web-page. This entire web-site is copyrighted © 2000-2012 by The Michael Paul Wein Charitable Foundation, Inc

QUESTIONS OR COMMENTS about this web-site? E-mail us at mpwcfoundation@gmail.com. SPECIFY EXACTLY (using copy and paste) (and include the page name, i.e., the URL link) what your question or comment refers to.