SBC FOUNDATION GUIDELINES

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SBC FOUNDATION GUIDELINES

The SBC Foundation has distributed hundreds of millions of dollars through grants and employee outreach efforts since its founding in 1984. As the philanthropic arm of SBC Communications Inc., the Foundation is a private foundation, funded by SBC and its family of companies. The Foundation concentrates its funding in the states where SBC has a substantial business presence: Arkansas, California, Connecticut, Illinois, Indiana, Kansas, Michigan, Missouri, Nevada, Ohio, Oklahoma, Texas, and Wisconsin.Through its

headquarters, the Foundation funds projects that are regional or national in scope.

Application materials should be sent to your local external affairs contact listed within this brochure. For regional or national grants, send to: The SBC Foundation, 130 E. Travis, Suite 350, San Antonio, Texas 78205.

Requests are evaluated year-round. For more information, call 1-800-591-9663, visit the Foundation web site at www.sbc.com/foundation, or contact your local external affairs representative.

> GUIDING PRINCIPLES

• Grants range from $1,000 to significant gifts; most are under $25,000.

• One-time grants are the norm. Multi-year awards require special circumstances. • Groups receiving a grant for the first time should not assume continued support. • Priority is given to organizations with active, diverse boards, effective leadership,

clear objectives, sound financing practices and multiple sources of support.

• Grant decisions are based on the merits of each project and the organization seeking funds.

• Preference is given to goal-driven, project-specific proposals that address needs directly and stimulate community partnerships. Technology-related grants are a priority.

• Project evaluation procedures and specific project promotion plans are required.

SBC FOUNDATION GIVING PRIORITIES

>EDUCATION

• Higher education programs that develop the highly-skilled technology workforce (e.g. Information Technology, Computer Science, Math, Science and Engineering). • Higher education-related initiatives that work to develop a diverse technology

workforce (e.g. racial and ethnic minority scholarship programs).

• Programs that effectively integrate technology into instruction and administration in K-12 and higher education.

• Initiatives that develop and deliver technology curriculum, particularly to

underserved communities (e.g. community college and vocational school technology-related certificate programs).

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SBCFOUNDATIONGUIDELINES SBCGIVINGPRIORITIES(CONTINUED)

COMMUNITY DEVELOPMENT

• Technology education initiatives that develop basic and intermediate technology workforce skills (e.g. technology job training programs).

• Programs that strengthen nonprofits through effective integration of technology. • Initiatives that integrate technology to improve community infrastructure. • Programs that provide technology access and basic technology instruction,

particularly to underserved communities (e.g. community technology centers and other public technology access programs).

• Initiatives that expand and develop supplier diversity.

• Leadership development programs, particularly those that focus on under-represented minorities.

> HEALTH AND HUMAN SERVICES

The United Way is our primary vehicle for supporting health and human services in communities in our service regions. We also consider assistance in times of natural disasters. We work with our local external affairs managers to assess needs and act swiftly to provide whatever aid we can. Limited funding is considered for compelling technology initiatives.

> ARTS &CULTURE

Low priority program area. Consideration is given to projects that integrate technology into the arts experience.

> THE FOUNDATION DOES NOT MAKE GRANTS TO:

• Individuals or organizations without 501( c ) (3) tax-exempt status or private foundations. We do consider groups that qualify as a government instrumentality. • Groups that discriminate by race, color, creed, gender, sexual orientation, age,

national origin.

• Major operating funds for United Way agencies since we give to the United Way directly.

• Most hospital operating or capital funds, medical clinics and medical research. • Disease-specific organizations except under special circumstances.

• Capital campaigns or endowment funds, except under special circumstances. • Political activities or organizations.

• Religious groups for sectarian purposes or religious schools which restrict entry to those of a certain faith or those who belong to a specific denomination or sect. • Fraternal, veteran or labor groups, when serving only their membership.

• Individual public and private K-12 schools or districts or school-system foundations. • Goodwill ads, ticket/dinner purchases, sports programs/events, cause-related

marketing.

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SBCFOUNDATIONGUIDELINES APPLICATION REQUIREMENTS

The Foundation Grant Application Form

To expedite review of each proposal, the application form should be filled out completely. Following are specific areas that influence our assessment.

• Signature of the organization's executive director/CEO. (Item 4)

• Description of how the project fits with the Foundation's priorities. (Item 9) • Total project budget and amount requested from the Foundation. (Items 10 & 11) • Statement of project goals, including problem being addressed, clients served,

timetable and expected results. If project is a collaborative effort, describe what other organizations are involved and how. (Item 12)

• Brief details of overall fund-raising plans, including funding sources, amounts requested and existing commitments. (Item 13)

• Plans to sustain program after conclusion of Foundation support, if appropriate. (Item 14)

• Brief statement of the organization's mission. (Item 15) • Breakdown of clients served. (Item 17)

EACH REQUEST MUST ALSO INCLUDE THE FOLLOWING DOCUMENTS: (Item 16)

• Copy of IRS determination letter, confirming the organization’s current 501 (c) (3) tax-exempt status or proof of government instrumentality.

• Line item budget for project. • List of board members.

• Specific publicity plan to promote the project and the Foundation's involvement. • One-page project evaluation plan.

• The Foundation staff also may request documents such as the organization's operating budgets showing all income sources and expenditures. (Item 16A)

Note: A post-grant evaluation is required annually on multi-year grants. Subsequent funding for the same or another project will not be considered without this

evaluation.

The Foundation normally responds to all requests within eight weeks after receipt. If additional information is needed, the Foundation will contact the requesting organization.

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Grant Applications Should Be Sent To Your Local External Affairs Contact

For more information, please call 1-800-591-9663 Regional or national in scope

President – SBC Foundation 130 E. Travis, Suite 350 San Antonio, Texas 78205

Local for Inland Empire

SBC Pacific Bell External Affairs 3400 Central Avenue, Suite 305 Riverside, California 92506

Local or statewide for Oklahoma

SBC Southwestern Bell External Affairs

800 North Harvey, Room 373 Oklahoma City, Oklahoma 7310

Local for San Antonio/ South Texas

SBC Southwestern Bell External Affairs

1010 N. St. Mary’s, Room 1319 San Antonio, Texas 78215

Local or statewide for Arkansas

SBC Southwestern Bell External Affairs

1111 W. Capitol, Room 1070 Little Rock, Arkansas 72201

Local for Los Angeles

SBC Pacific Bell External Affairs 1010 Wilshire Blvd.

Room 1670

Los Angeles, California 90017

Local or statewide for Nevada

SBC Nevada Bell External Affairs 645 E. Plumb Lane, Room C-142 Reno, Nevada 89502

Local for Rio Grande Valley

SBC Southwestern Bell External Affairs

721 Beech Street, Floor 1 McAllen, Texas 78501

Statewide for California

SBC Pacific Bell External Affairs 140 New Montgomery, Room 2238

San Francisco, California 94105

Local for Sacramento/ Northern California

SBC Pacific Bell External Affairs 2700 Watt Avenue, Room 2302 Sacramento, California 95820

Statewide for Texas and Local for Austin-Central Texas

SBC Southwestern Bell External Affairs

1616 Guadalupe, Room 634 Austin, Texas 78701

Local or statewide for Ohio

SBC Ameritech External Affairs 150 E. Gay, Room 4A

Columbus, Ohio 43215

Local for South Bay Area

SBC Pacific Bell External Affairs 100 Park Center Plaza

Suite 325

San Jose, California 95113

Local for San Diego – California

SBC Pacific Bell External Affairs 101 W. Broadway, Suite 1440 San Diego, California 92101

Local for Dallas/North Texas

SBC Southwestern Bell External Affairs

Three Bell Plaza, Room 1100 Dallas, Texas 75202

Local or statewide for Indiana

SBC Ameritech External Affairs 240 N. Meridian Street, Room 1827

Indianapolis, Indiana 46204

Local for E. Bay Area – Alameda and Contra Costa Counties

SBC Pacific Bell External Affairs

2150 Webster St., Room 1030 Oakland, California 94612

Local or statewide for Connecticut

SBC SNET External Affairs 310 Orange Street, Room 911 New Haven, Connecticut 06510

Local for El Paso/West Texas

SBC Southwestern Bell External Affairs 500 Texas, Room 312 El Paso, Texas 79901

Local or statewide for Michigan

SBC Ameritech External Affairs 444 Michigan Avenue, Room 1700

Detroit, Michigan 48226

Local for West Bay Area – San Francisco, Marin, San Mateo

SBC Pacific Bell External Affairs 140 New Montgomery, Room 2244

San Francisco, California 94105

Local or statewide for Kansas

SBC Southwestern Bell External Affairs

220 East 6th Street, Room 505

Topeka, Kansas 66603

Local for Fort Worth/ North Texas

SBC Southwestern Bell External Affairs

1116 Houston, Room 104 Fort Worth, Texas 76102

Local or statewide for Illinois

SBC Ameritech External Affairs 225 W. Randolph, Room 27B Chicago, Illinois 60606

Local for Central California

SBC Pacific Bell External Affairs

5555 East Olive, Room B162 Fresno, California 93762

Local or statewide for Missouri

SBC Southwestern Bell External Affairs

One Bell Center, Room 4104 St. Louis, Missouri 63101

Local for Houston/East Texas

SBC Southwestern Bell External Affairs

6500 W. Loop S., Zone 4.2 Bellaire, Texas 77401

Local or statewide for Wisconsin

SBC Ameritech External Affairs 722 N. Broadway, 13th Floor

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SBC FOUNDATION GRANT APPLICATION

Form is to be used for grant requests to the SBC Foundation.

1) Organization Name: 6) 501 (c) (3) Y N

2) Address: Phone: 7) Gov. Instr. Y N

3) City, State, Zip:

Fax: 8) Funded by United Way?

Y N

4) Exec. Director/CEO: Signature:

5) Title: Phone: Fax:

9) PROJECT LINKS TO SBC FOUNDATION PRIORITIES: (Please check primary areas that apply to grant requests.) Education and Community

Development are our primary focus. Arts & Culture and Health & Human Services are secondary program areas with limited funding. Education

(Primary Program Area)

Community Development (Primary Program Area)

Arts & Culture (Secondary Program Area with limited funding.)

¡ Higher education technology workforce development (e.g. Computer Science, Information Technology, Math, Science & Engineering.)

¡ Basic and intermediate technology workforce skills development

¡ Technology integration to strengthen non-profits

¡ Initiatives that integrate technology into the arts experience

¡ Initiatives to develop a diverse technology workforce

¡ Technology integration in K-16 instruction

¡ Technology for community infrastructure improvement

¡ Technology access/instruction for the

Health & Human Services (Secondary Program Area with limited funding.) and administration

¡ Technology curriculum development and delivery

underserved

¡ Supplier diversity initiatives

¡ Leadership development programs

¡ Initiatives that integrate technology into service delivery

10) Total Project Cost: 11) Amount Requested:

12) Project Description: (Goals, clients, expected results, timetable) What other organizations are involved and how?

13) Other funding sources and amounts, pending and committed:

14) Plans to sustain project beyond the term of this request:

15) Mission of organization: SCOPE

Local State

National

16) Required documents: (Grant requests without these documents will not be processed.) 17) Clients served by the project: (Please provide the

• IRS 501(c)(3) Tax Determination Letter or Equivalent

• List of Board Members percentage of each group participating; must equal 100%)

• Project Evaluation Plan (and specific Publicity Plan)

• Line Item Budget for Project

%African-American %Native American

%Asian-American %White

16A) Other Documents such as Organization’s Operating Budget, including income %Hispanic/Latino %Other

sources, may be requested by Foundation staff.

18) Contact: Title: Date: Phone:

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