Application Information

A review of the most current Foundation Annual Report, available here, provides general information which will be helpful in completing the application request for funding.

The Grant Application Form below must be completed and submitted. It may be duplicated or retyped using the same format and spacing.

ACCEPTANCE PERIOD:

The Foundation will accept grant applications only during two periods each year as follows:

Acceptance Period Deadline Date    Trustees Meeting
1. Month of March April 1  Spring
2. Month of August September 1Fall

Applications must be dated within the acceptance period so information presented will be current. Application must be submitted to the address below by 4:00pm on the deadline date to be considered.

Application Procedures & Guidelines

The Foundation has an application form, together with instructions which will be mailed upon request. The application form may also be downloaded from this site.  Applications are accepted on-line during the designated acceptance periods, April and August. Proposal letters are not accepted for consideration.

A completed grant application form must be signed by an authorized officer of the requesting organization.

Each request must be accompanied by a copy of the organization’s current U. S. Treasury Department Tax Exemption Section 501(c)(3) letter and its classification under Section 509(a) of the Internal Revenue Code.

Grant requests are submitted to the Trustees for consideration. All applicants within the greater Kalamazoo area will be notified in writing of action taken by the Trustees shortly after each Trustee meeting.

Trustee meetings are not scheduled on specific dates, but Trustees typically meet in the spring and fall, depending on grant requests received and funds available for distribution. Tentative meeting dates can be obtained by contacting the secretary.

Grant making priorities of the Foundation are general purpose and not limited to any specific area of interest, although Trustees may designate a portion of income to certain categories.

While there is no geographic limitation, practice and availability of funds has restricted most grants to the greater Kalamazoo area.

MANUAL/PRINT APPLICATION INSTRUCTIONS:

  1. Please furnish one original (paper clipped) plus six (6) copies (collated and stapled) of all material presented–except where only one copy is specified.
  1. Include requisite number of copies as follows:

a. Cover letter (signed by authorized officer of organization)
b. Completed Grant Application Form, available below (signed by authorized officer of organization)
c. A list of officers and board of directors or trustees (include occupations)
d. A one-page budget for the amount requested
e. Current organization budget
f. Letters of support, if any
g. One (1) copy of IRS letter confirming 501(c)(3) tax status (include with paper clipped copy)
h. One (1) copy of most recent audited financial statement (include with paper clipped copy)
i.  Organization’s nondiscrimination policy statement (required)

  1. Please limit your Application Package [(a) through (f) above] to no more than twelve (12) pages.

Completed fund requests should be mailed or delivered to:
Don Edgerly, Secretary/Treasurer
Harold and Grace Upjohn Foundation
300 S. Westnedge Avenue
Kalamazoo, MI 49007

DIGITAL/ONLINE APPLICATION INSTRUCTIONS:

On-line applications will be accepted during the designated acceptance periods, April and August.  On-line in process applications may be saved for 30 days.  Instructions are provided on the following page.  Once submitted, no further changes can be made to an application.

  1. Include as follows:
    a. Cover letter,  scanned (signed by authorized officer of organization)
    b. Completed Online Grant Application Form, click below (signed by authorized officer of organization)
    c. A list of officers and board of directors or trustees, scanned (include occupations)
    d. A one-page budget for the amount requested, scanned
    e. Current organization budget, scanned
    f. Letters of support, if any, scanned
    g. IRS letter confirming 501(c)(3) tax status, scanned
    h. Most recent audited financial statement, scanned
    i.  Organization’s nondiscrimination policy statement, scanned (required)
  2. Please limit each upload to no more than 1mb, with no more than 12 scans total for A through F.

If you have any issues uploading the files, you may choose to print the completed online form, and submit the uploadable materials along with the online form to:
Don Edgerly, Secretary/Treasurer
Harold and Grace Upjohn Foundation
300 S. Westnedge Avenue
Kalamazoo, MI 49007

NOTE – You must follow the Manual/Printed Application instructions, above regarding requisite number of copies, if you choose to print the completed online form and submit via mail.

It is recommended that you frequently  save an in process application periodically by clicking on the Save and Continue button at the bottom of the form.  Any work not saved will be lost if the application closes.