Step 4: I submitted the application, what's next?

Confirmation of Grant Application Receipt:
Immediately upon receipt of your application, we will send you a confirmation email that will also contain a copy of your completed application.

Confirmation of Required Form 990 Tax Returns:
Copies of the last 3 years of Form 990 Tax Returns for Tax Exempt Organizations are also required in addition to your electronic grant application. Please wait to send this documentation until it is requested

Initiation of Grant Application Review Process:
We will begin review of your application AFTER we have received both your grant application and then request the necessary Form 990 financial statements. A trustee will review your application and financial documents to see how well your project matches our mission, capability, and priorities. The trustee will contact you to get further information if your project is deemed a potential match. After contacting you, if the trustee feels that this project does indeed represent one matching the mission of the Swett Foundation, it will be brought to a vote at the next board meeting. If you have not been contacted with 2 months of the submission of your materials, you may assume that we are unable to fund your project as this time. We wish we could respond to all applications personally however we are often inundated with applications.  You are, of course, welcome to contact us at any time to check on the status of your request.

Evaluation of Grant Application & Fund Dispersal for Approved Grants:
Grant applications are evaluated and voted on for approval at our Foundation Board meetings which are held 3 to 4 times a year. Funds are usually immediately available for dispersal after approval.If your project has been evaluated and selected as a possible grant recipient, a trustee will contact you and request copies of your organization's financial statements. You will be asked to supply c
opies of the last 3 years of Form 990 Tax Returns for Tax Exempt Organizations. Electronic copies are preferred as these are easier to distribute to multiple trustees and therefore this may expedite the evaluation of your request.  Please do not send the financial documents until requested - we only retain requested documentation. [The honest truth is that there are simply too many applications - we would be inundated if we kept all the financial records for every applicant]. If financial records are requested, you may send them to:

The Ralph and Eileen Swett Foundation

C/O Lionsbridge Wealth Management
1514 Roberts Drive
Jacksonville Beach, FL   32250

e-mail:  swettfoundation@gmail.com