Q: What is the difference between The Elizabeth Morse
Charitable Trust and the Elizabeth Morse Genius Charitable Trust?
Elizabeth Morse Charitable Trust and the Elizabeth Morse Genius Charitable
Trust are two separate charitable trusts established by Richard M. Genius,
Jr. in 1992 to honor the memory of his mother, Elizabeth Morse Genius.
Trust has an identical Mission Statement.
Trust has a different set of application procedures.
co-trustees of The Elizabeth Morse Charitable Trust are JPMorgan Chase Bank, N.A.
and James L. Alexander.
co-trustees of the Elizabeth Morse Genius Charitable Trust are Bank of
America, N.A. and James L. Alexander.
a general rule, each Trust does not permit applicants to submit proposals to
both Trusts; once an applicant submits a proposal to one of the two trusts, the applicant must submit all future funding
requests to the same Trust.
more information regarding the Elizabeth Morse Genius Charitable Trust, please
contact Kristin Carlson Vogen at Bank of America,
N.A., (312) 828-1029 or check out the Trust’s website at
The Elizabeth Morse Genius Charitable Trust.
is the geographic focus of The Elizabeth Morse Charitable Trust?
Trust’s geographic focus is Chicago and Cook County, Illinois. If an
organization is located outside of this area, The Trust will still consider
an application if the organization provides services to a significant number
of persons who are residents of Cook County, Illinois.
an applicant set up a meeting with the co-trustees or The Trust’s
between the applicant and The Trust take place only at the request of, and
instigation by, The Trust and only after complete submission by the applicant
of the Full Proposal and all required supporting documents.
is the funding focus of The Trust?
see the five tenets of The Trust’s Mission Statement. (Mission\Funding) Funding is
limited to Internal Revenue Code Section 501(c)(3) organizations serving residents of Chicago and Cook County, Illinois; the
organization must be one described in Sections 170(c)(2), 509(a)(1), 2055(a),
and 2522(a) of the Code. The
Trust does not fund: individuals, endowments, capital campaigns, religious or
sectarian organizations, or political activity. The Elizabeth Morse Charitable Trust
does not purchase tickets or tables for fund raising events, regardless of
whether it has made past grants to the organization.
The Trust tell me why my organization’s Letter of Inquiry (LOI) or Proposal was
should my organization do if The Trust declines its LOI?
A: If your organization wishes to submit
another LOI, The Trust recommends waiting approximately a year before
submitting the LOI.
Q: What must my organization do in order to
get The Trust to issue a Request for Proposal (RFP)?
A: In order to be considered for an RFP, an
organization must follow the LOI Guidelines, which can be requested by
speaking with a member of The Trust’s staff or by checking Application Guidelines.
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