 | annual certification
- instructions (with underlying links) to grantees on HOW to prepare their annual certification letter when
requesting a grant renewal (C)) |
| apartment for rent
- top page (index) for the MPWCF's apartments for rent which raise current funds
for the MPWCF grants |
| audit procedures - a list of audit procedures
useful internally for any organization, but most especially our San Miguel grantees |
|
BBB on IRS - the Better Business Bureau
discusses IRS |
|
BBB & public accountability- The Better Business
Bureau's own standards and how we reduced them to minimums for easier
use for less sophisticated SMA organizations |
| Beginners - a page for beginners to enable them to
understand either this web-site
OR any web-site |
| beginners#1 -
similar to the above, but a different slant on the same "newness"
subject. |
| beliefs -
a statement by our Founder, written in 1997, before this Foundation was even
a dream |
|
Calendar- our annual calendar with dates of our normal
activities and requirements of both grantees and our own trustees (C) |
| certification-example
- an letter for grantees to copy, edit, and then use to send to us annually,
with few if any exceptions. |
|
certified (approved) grantees - a list of the currently
approved grantees as well as major criteria
and requirements for approval |
| Checklist (summary)
- a checklist (and summary) of what -and when- we expect each ongoing grantee to send us
each year. However, all underlying links must be read and understood first
or
this summary is useless. Please be aware that this
particular page is an
exceptionally important page to you.(C) |
| continuity
- a discussion, and definition, of what we meant by "continuity" and
what we expect of our grantee's continuity efforts (C) |
| copyright
- copyright info, as well as info re: webpage names, webpage parts, webpage
evolutions, and problems of inconsistency |
|
correspondence - recent correspondence
relating to questions (and answers) that outside people had regarding this
Foundation (C) |
|
crisis - a crisis that we are going through (or went through, depending on when you
read this) |
| critical
- a page of instructions to the trustees |
| defense
- a page that should be unnecessary but since some nasty people insist we do not
even exist, here is our defense, complete with proofs |
| Disclosures
- examples and discussion of financial statement consistency and disclosures (and when they are necessary) (C) |
| due Oct 31st - template -
forms (or formats) to be used by grantees for both
emails and attachments in order
to completely answer all points (or questions) due each year by
October 31st (C) |
| due Nov1-Jan15 -
template - forms (or formats) to be used by grantees for both
emails and attachments in order
to completely answer all points (or questions) due each year between Nov
1st and Jan 15th We strongly suggest that you commence work on this well
before the due date. (C) |
| due Jan 31st - template - forms (or formats) to be used by grantees for both
emails and attachments in order
to completely answer all points (or questions) due each year by January
31st We strongly suggest that you commence work on this well before the
due date and that you incorporate prior year's input (as amended for this
grant year) in its completed state.(C) |
|
eligibility - what are the basic requirements for eligibility of a prospective grantee |
| emergency medical care
- a list of emergency friends to call in the event that one of the persons on
this list is stricken and hospitalized. |
|
ETFs - an article on "Understanding Exchange Traded
Funds" and our recommendations to our own Trustees for which ones to buy as investments
suitable for this Foundation's needs |
| examples - for use
by grantees: how to create financial statements (including elementary
bookkeeping) |
|
FAQs - frequently asked questions, together with
the answers to these questions |
|
Fast Track - a shortcut or faster way to make a 1st
grant request (but, only for each year's "one-time" grant). A
request for an "ongoing grant" is a later step for such a new
organization |
|
financial statement - a copy of our own latest MPWCF financial statements |
| financials-example
- an illustration (example or format) of good financial statements appropriate
for use in obtaining additional grants.(C) |
|
Form 990ez - a copy of IRS Form 990EZ for your review, where necessary |
| founders will - extracts from the founder's will that effects you and all other
grantees |
|
funding - how is the funding of this Foundation guaranteed (by the
founder's will) to continue to be funded |
|
Goals & Mission - The MPWCF's goals and mission |
|
grantees - our past and present grantees,
as well as a description of the method we use to FILE (and, of course,
retrieve) all input we receive from
others |
|
help us - we need YOUR help |
| History - a history
of the Founder's work leading up to the formation of this Foundation; and a
history of the status of the Founder's early partners in the Foundation |
|
history-estimates - history of increases in the
Founder's personal fortune, and
and how it effects the MPWCF's expected
endowment after his death |
|
home- the home page, the first page, the index page, of
this web-site |
|
internal control - a review of internal
control, useful for any
SMA organization, big or small. |
| IRS financial
requirements - IRS's requirements re: any grantee's financial
information |
|
IRS information - information regarding IRS and its
requirements for us, the MPWCF |
|
IRS regulations - extracts from IRS publications regarding
contributions/donations |
| Legacy
- what we hope will be our legacy for San Miguel in the decades to come. |
| Legalities - legal documents supporting the foundation's
status and its qualifying for charitable organization treatment |
|
lifetime achievement - our funding of our
Stirling Dickinson Lifetime Achievement Award |
|
loans to women - this page describes our
tentative plans for the future in which we plan to provide initial credit to
local women who have reasonably well thought out plans to start local businesses. We
also have
links to our work in process: forms, processes, and other in process work |
|
minutes - minutes of our annual and any other Board meetings |
|
miscellaneous - all services provided by this
Foundation (loans to women, grants of money and grants of management aid) |
| never-never - an instruction to the
Trustees |
| potentials - a
list of, and information about,
potential grantees (as yet "unapproved") |
| publicity
- a page of publicity and public relations which, prior to publishing it here,
we have resisted using for these many years. |
|
replace founder - instructions to the
replacement trustee (as well as to the other trustees) when the time comes to replace the founder after his death
|
|
requirements for the first year - initial requirements for a first-time prospective grantee
|
| requirements for future years - ongoing requirements for a grantee returning for the second or
any ater years
(C) |
| Site Map
- this site map (THIS page) that you are now viewing - this page may
be considered the most up-to-date "Table of Contents" available to
you.(C) |
| SMA's own online newsmagazine
- top page (index) for SMA's alternative (and free with no advertising) online
newsmagazine
|
| some additional details - additional details of requirements for grantees returning for the second or later years
(especially necessary reading when you are writing "replies" to
us) (C) |
|
specifics regarding "potential grantees not approved"
- additional detailed comments and reasons for current status of
"potentials" |
|
subsequent changes - regarding changes to this
Foundation's procedures that occur AFTER the founder has died (and
how you, the reader, can ascertain whether or not they were appropriate
changes (C) |
| Table of Contents Page - Table of Contents page for this
web-site |
| templates
- forms (or formats) to be used by all grantees in their
planning (final forms are due Oct 31, Jan 15, and Jan 31 or every year) for both
emails and attachments in order
to completely answer all points (or questions) asked each year (C) |
| 10 things
- SmartMoney Magazine made 10 statements about Non-profit organizations (what
you should worry about and what such organizations won't tell you) and why many
of the non-profits are not quite what they profess to be. We address such
problems with how we deal with (or respond to) all of these 10 potential problems. |
|
transparency - a discussion, and definition, of
what we meant by "transparency" (C) |
| Trustees - the details and instructions that
govern how our trustees run this foundation,
now and most importantly (as a continuing legal restriction in the Founder's will) after his
death. |
| various projects
- a listing of other projects started (and generally completed) under the
auspices of the MPWCF |
| volunteers - what we suggest local
organizations should be doing with their OWN volunteers |
| we do it too - our own
attempt at answering (for purposes of additional transparency and continuity)
the "20 questions" and the Continuity questions |
| Welcome!
- the contents of a copywritten brochure created to Welcome new Renters to San
Miguel Allende |
|
why this info - why we MUST have the information we request - there are no legal ways for us
NOT to receive this required information and still provide ongoing grants to
organizations. |
