APPLICATION INSTRUCTIONS
WILLIAM P. WHARTON TRUST
c/o Choate Hall & Stewart LLP
Two International Place, 32nd Floor
Boston, MA 02110
Dear Grant Applicant:
In 2006, a two-step application process was instituted. Preliminary applications must be submitted by 2 p.m. ET on March 1 or September 15. The Trustees and their Advisors will review the preliminary applications and decide which applicants will be invited to submit final applications. Each applicant will be informed of the Trustees and Advisors' decision by March 15 or September 30. Those applicants invited to submit final applications must do so by 2 p.m. ET April 15 or October 31. If the submission dates fall on a weekend, then the applications are due by 2 p.m. ET on the prior Friday.
Instructions for the application process are outlined below.
Stage One:
Preliminary Application
All preliminary applications must be submitted on the approved form by email, and the following information must be included:
I. A brief description of the organization (unnecessary if we have previously made a grant to the organization).
II. A description of the project or need.
III. A budget for the project.
IV. If the project is for land preservation, please include a map or photo.
Stage Two:
Final Application (***BY INVITATION ONLY***)
Those invited to submit a final application must provide the information by (i) electronic web form, follow final application link below, and (ii) six (6) paper copies of the form and attachments by mail required.
I. Description of the organization
• Its history, goals and principal accomplishments, list of current Board of Directors and staff.
• Its latest audited financial statements (or unaudited if statements are not audited).
• A copy of its latest IRS tax exemption letter.
II. Description of the project or need
• Start with a Project Name and a one sentence summary.
• What will be accomplished?
• Does it have a reasonable assurance of success?
• Where appropriate, please give a brief description of the scientific rationale.
• How does it seek to “break new ground”?
• Provide a breakdown of its cost. How much of that is “overhead”?
III. Capability to carry the project through
• What are the qualifications of the person or persons responsible for implementation?
• If other funds are required, will the project be started before the balance is in hand?
• Will a Wharton grant “make or break” the project?
• What criteria will be used to measure success?
• In due course, will you provide the Trustee with an objective appraisal of the project’s success?
In addition to the electronic web form, a total of six (6) 2-sided paper copies
of the Final Application and attachments must be mailed to the following address,
without staples or bindings (paper clips and/or binder clips are acceptable):
William P. Wharton Trust
c/o John M. Cornish, Trustee
Choate Hall & Stewart LLP
Two International Place, 32nd Floor
Boston, Massachusetts 02110
Unfortunately, it is not possible for the Trustees and Advisors to meet with prospective applicants. The Trustees and Advisors meet in May and November and the final grant applicants will be notified within ten (10) business days after the Trustees and Advisors' meeting whether or not they have been awarded a grant. If a grant has been awarded to the organization, a check will be included with your notification of award.
Very truly yours,
John M. Cornish, Trustee
Application links:
Preliminary Application
Final Application (by invitation only)