Good grant cycle

The Margaret Clark Morgan Foundation invests primarily in mental health programs in Northeast Ohio and to a lesser extent supports arts and education initiatives in Summit County.

Applications will only be accepted from organizations recognized as tax exempt under Section 501(c)(3) of the Internal Revenue Code.


Step One:

If your grant interest aligns with our mission and key results areas, you should submit a one-page preliminary letter of inquiry to us. This letter should be on organization letterhead and must include the following information:

➲ Contact information (name, title, organization, mailing address, email, phone)
➲ Brief description of organization
➲ Brief project description
➲ Organization’s Employee Identification Number (EIN)
➲ Ohio county served by the project
➲ Amount to be requested

Omitting any of these items may cause a delay in considering your application.

We strongly encourage you to submit your letter of inquiry at least 10 days prior to the deadline so you will have ample time to resolve any issues. LATE letters of inquiry will not be considered.

If our program staff determines that the project described in your Letter of Inquiry represents a realistic, strategic, and potentially successful opportunity to advance the mission of the Foundation, the organization will be invited to submit a full proposal. While it is important for your request to align with our vision and mission, that does not guarantee an invitation to apply. Other factors, such as available grant funds and other projects under consideration or in process, will impact acceptance of requests. Applicants will be notified by mail within ten days of the LOI deadline.

Please note that full proposals are by invitation only.
Note: Letters of Inquiry must be submitted even if you have received a grant from us in the past. Letters can be submitted by email at, mail (see address below), or fax: 330.655.1696.

The Margaret Clark Morgan Foundation
Attention: Rick Kellar, President
10 W. Streetsboro St., Suite 200
Hudson, Ohio 44236

Step Two:

Full proposals are by invitation only. If the Foundation approves the Letter of Inquiry, the applicant will be notified by mail to submit a more detailed full proposal, which will be due approximately 30 days from the letter of inquiry response. The date will be noted in the invitation to submit a proposal.

The full proposal contains more specific information about the activities of the proposed project and its anticipated results. It should contain the following unbound information:

➲ A completed Grant Proposal Application Form (Must be completed using Acrobat Adobe Form–do not recreate in Word)
➲ Project Description (limit one page)
Logic Model (Mental Health grants only)
➲ History of Organization (limit one page)
➲ Project Budget
➲ Organization Budget for Project Fiscal Year
➲ Audited Financial Statements (two years)
➲ Current Budget vs Actual
➲ Current Balance Sheet
➲ Board List
➲ IRS Determination Letter

Grant proposals must be mailed to:

Rick Kellar, President
The Margaret Clark Morgan Foundation
10 W. Streetsboro St., Suite 200
Hudson, Ohio 44236

If you have questions about submitting a proposal, call: 330.655.1366 or send us an e-mail.

Step Three:

The Foundation’s review of full proposals has several steps, including staff review, program officer review, due diligence report, final review and decision.

Staff Review: Once the proposal is received, the Grants Manager will conduct a preliminary review of the proposal to be sure all documentation has been submitted and will contact the applicant if additional information is necessary. Failure to respond promptly to the Foundation’s request for more information may result in having your proposal declined.

Program Officer Review: The Foundation’s program staff then read and review the full proposals assigned to their subject areas. The details of each proposal are analyzed. The applicant will then be contacted to schedule a meeting in the next two months for the program officer to gather additional information and pose questions. Additional information regarding one or more sections of the proposal may also be requested at this time.

Note: During the due diligence meeting, program staff may indicate that the proposed project has been identified as having merit but recommends strengthening the proposal. Further development may be required.

Depending on the nature of the recommendations, the request may be deferred to a future grant cycle.

Due Diligence Report: Program officer create due diligence reports, a summation of the key elements from the proposal, research, and due diligence meeting, for each proposal. Once the President has reviewed the report, they are submitted to Trustees with the original proposal and select attachments. Please be aware that this occurs during the last few weeks of the review stage, and it is imperative that applicants respond quickly if asked for any clarification or revisions to the proposed project.

Final Review and Decision: Though the Foundation’s program staff is responsible for reviewing and evaluating all proposals, only the Foundation’s Trustees have the authority to approve grants. The Trustees review the information and then discuss and make a final decision on each proposal at the trustees meeting.

approved as proposed
approved with modifications
declined as proposed
deferred for review at another grant cycle.

Within two weeks of the trustees meeting, response letters are sent for proposals declined or deferred. Within that time frame, grant agreements are also sent for approved proposals.

Step Four:

Once a grant request is approved, the Foundation will mail each grantee a Grant Agreement with specific terms to which both parties agree. The agreement will include the conditions and specific objectives of the grant, communications guidelines, compliance issues, prohibited use of funds, and a reporting schedule. It will be signed by a representative of the Foundation and sent to the head of the organization designated in the full proposal. Disbursement of funds will be determined once the Grant Agreement has been countersigned and returned to the Foundation.

Step Five:

After a grant has been awarded, a grant agreement letter is signed by the grantee acknowledging the specific expectations and terms of the grant. One of the terms is the submission of interim and/or final reports, and the due dates for the reports are included in the grant agreement. The forms below, which should be used as a cover page for your report, indicate the information and documentation required:

Narrative Grant Final Report
Interim Narrative Grant Report

Please remember to provide a copy of the executed budget for the grant program/project, a copy of your year-end financial statements or annual report, if available, and a year-end or current balance sheet.

Mail the report by the date stated in your grant agreement letter to:

Rick Kellar, President
The Margaret Clark Morgan Foundation
10 W. Streetsboro Street, Suite 200
Hudson, Ohio 44236

AFTER having submitted a one-page letter of inquiry AND receiving an invitation to submit a full proposal you will need these forms:

Grant Proposal Application

Logic Model for Mental Health Request

Below are the forms you will need when reporting the success of your grant projects:

Narrative Grant Final Report

Interim Narrative Grant Report

Grant Types

The Foundation seeks to fund primarily project and operating grants the Foundation does not ordinarily fund public policy/legislative advocacy, endowments, research, and capital projects. The Foundation does not award individual scholarships

Grant Evaluation

The Foundation emphasizes and measures our grants as an investment designed to create specific outcomes in support of our mission. The Foundation favors projects with explicit, objectively defined goals that will demonstrate the performance of grantees.

Funded Projects

Applicants and proposals should have the following characteristics:

  • Mission and core values alignment
  • Fiscal & programmatic accountability
  • Sound organizational management and track record
  • Input from & benefit to primary end users
  • Explicit and measurable goals
  • Willingness to have open and forthright communication
  • Transformational (has impact and is replicable)