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General InformationWho We Are The Beirne Carter Foundation was created in 1986 exclusively for charitable purposes and commenced grant making in 1989 with an initial funding of $14.0 million. In keeping with the Foundation’s original guidelines, grant funding emphasis has been placed upon health, education, local history, nature, ecology and youth. Grant Making to Date Since 1989, grants totaling $19.0 million have been made to organizations and institutions throughout the Commonwealth of Virginia. See historic grant distribution by areas of interest and by geographic area. Applicant Qualifications To be eligible for grant consideration, an applicant must qualify under IRS regulations as tax exempt and not be a private operating foundation as defined by the IRS. Except under rare circumstances, grants are limited to Virginia organizations and institutions. Generally, grants will not be made to organizations supported primarily by government funds or to religious organizations. Grants are not made to individuals. Although most grants are made pursuant to the Foundation’s established two step, grant making process, the Foundation may award grants from time to time outside of the formal application process. Current Foundation Interests Despite its broad purpose guidelines, the Foundation has given grant emphasis in recent years to the following: educational institutions with which the Beirne Carter family has been or is currently connected; the Beirne B. Carter Center for Immunology Research; organizations involved in environmental/ conservation/preservation activities and programs directly benefiting Virginians; and organizations that have limited access to outside funding and whose missions address unmet needs or underserved/un-served persons. Grant Purposes Although the Foundation has not adopted any hard and fast rules governing purposes for which it will award grants, years of grant making have tended to focus and refine the Foundation’s interests. Grants have been made to assist organizations and institutions seeking to begin new programs; conduct pilot projects that may lead to new and permanent opportunities for service; expand established and successful programs in ways that may broaden benefits provided and persons served; etc. In addition, the Foundation has been supportive of grant requests for capital purposes, including equipment acquisition and facilities (new construction, renovation, preservation/restoration, etc.). The Foundation will not normally consider grant requests from educational institutions unless there is a direct Beirne Carter family relationship or for endowment funds (including scholarship funds), debt reduction, funding of deficits, expenses associated with supporting ongoing programs or activities, or other general operating expenses (such as salaries, rent, office supplies, materials, etc.). Requests of a non-recurring nature are given preference. In addition, organizations that have been awarded a grant are encouraged to wait at least three years before submitting a new grant request. Web Site Organization The major links within the Foundation’s web site are the (1) Grant Making Process (a general overview of the process and deadline dates); (2) Preliminary Proposal (the first step in the grant application process); and (3) Formal Grant Application (for approved Proposals, the formal grant application step). Ours is a two step process. Periodically, pertinent current information will be communicated in What’s New. Next Deadline Date For fall 2008 cycle Preliminary Proposals, the deadline for physical receipt in the Foundation offices is Monday, August 4, 2008 at Noon.
BEIRNE
BLAIR CARTER The Beirne Carter Foundation was established in 1986 by Beirne Blair Carter, Chairman and Chief Executive Officer of Carter Machinery Company, Inc. of Salem, Virginia. At the time he created the Foundation, Mr. Carter placed an emphasis on health, education, local history, nature, ecology and youth as areas where he foresaw opportunities to help. At the same time, he stated that he did not wish to restrict the Foundation and expected it “to respond in a flexible manner to changing needs” and that he “hoped primary emphasis would be placed upon helping citizens of all walks of life who live in all geographical areas of Virginia.” Prior to his death in 1989, Mr. Carter made several significant grants, including:
Mr. Carter was a native of Richmond, Virginia. He attended Virginia Military Institute before being called to active duty in the United States Army in World War II. For wounds received in Achen, Germany, Mr. Carter received the Purple Heart. Following the war, Mr. Carter resumed his studies at the University of Virginia where he received a Bachelor of Science in Commerce degree in 1948. Mr. Carter began his business career with Virginia Tractor Company, Inc. in Richmond, a firm founded by his father, Robert Hill Carter. In 1952, Mr. Carter established Carter Machinery in Roanoke as a separate Caterpillar dealership, covering southwest Virginia and areas of southern West Virginia. In 1988, Carter Machinery expanded its territory to cover most of the Commonwealth of Virginia and to become one of the largest and most successful Caterpillar dealerships in the country. In the area of philanthropy, Mr. Carter will be remembered not only for his generosity but also his vision. Perhaps, the finest example of both was the creation and initial funding of the Beirne B. Carter Center for Immunology Research at the University of Virginia. Mr. Carter was also interested and supportive of many less noteworthy projects, particularly those involving organizations without ready access to funding. Mr. Carter never forgot the challenging times involved in beginning a business. Behind his desk was a framed copy of a note in the amount of $10,000 that one of his earlier bankers had “called”. The Beirne Carter Foundation, although founded by a former chief executive officer of Carter Machinery Co., Inc., is an independent charitable organization with no connection to any other corporate entity.
GRANT MAKING PROCESS The Foundation has two grant funding cycles during the year – spring and fall, each with a two step grant making process. Step One – Preliminary Proposal
Step Two – Formal Grant Application
Communication with the Foundation
Decision Process
Additional Information
2008 Grant Cycle Timetable
PRELIMINARY PROPOSAL Preliminary Proposals must be received in the Foundation’s offices by no later than 12:00 noon on January 30 and August 4 to be considered. The Preliminary Proposal form may be downloaded from this website in Microsoft ® Word format. If you are unable to download the form, please contact the Foundation, and we will be pleased to send the form to you via e-mail or through the mail. Download the Preliminary Proposal Form You may be prompted for a password after viewing the document when returning to the website. Simply click cancel to return to the website. Forms should be completed on the computer or typed. When complete, they may be transmitted to the Foundation as an e-mail attachment, or mailed. Please do not exceed the space provided in the form. It is designed to provide an organizational and need “snapshot”; brevity and conciseness are encouraged. Please attach a list of your organization’s Board of Directors/Trustees and their contact information to the form when it is submitted.
FORMAL GRANT APPLICATION Organizations invited to complete a formal grant application will be notified to that effect in writing following the review of all Preliminary Proposals. Formal grant applications must be received in the Foundation’s offices by no later than 12:00 noon on April 14 and October 15 to be considered. Incomplete applications may be declined without further review. Although the Foundation does not require applications to follow a strict format, each organization applying for a grant is expected to submit the following:
You may be prompted for a password after viewing the document when returning to the website. Simply click cancel to return to the website
PAYMENT AND ACCOUNTABILITY When an award is made, it will be communicated by letter stating the purpose or purposes for which the grant funds may be used. Grant funds may not be expended for any other purpose(s) without the Foundation’s prior written approval. Any funds not expended or committed for the purposes(s) of the grant within the period stated in the award letter must be returned to the Foundation. A written report on the use of the funds and the status of the project must be made to the Foundation no later than one (1) year after the payment of the grant. For multi-year grants, installment payments will be made after receipt of a brief report on the progress of the project or program and a statement of funds expended or committed. A final report for a multi-year grant should be submitted no later than one (1) year after payment of the last grant installment.
BEIRNE B. CARTER CENTER FOR The Beirne B. Carter Center for Immunology Research (BCIC) at the University of Virginia was founded through the generosity of Beirne B. Carter, and the Foundation continues to support its efforts. The researchers in the BCIC work to provide a better understanding of hepatitis C, influenza, cancer, RSV, AIDS, and autoimmune disorders, helping find new treatments and cures. Research "seed funds" from the Foundation have resulted in advances in human health, as well as significant NIH funding and other grant support for researchers in the Center. Recently, the Foundation made a $5,000,000 multi-year pledge toward expansion of the BCIC into new space in a new medical research facility at the University to be known as the Carter-Harrison Research Building . The Carter-Harrison Research Building, scheduled for completion in 2009, will be a 150,000 square foot research facility that will bring together nationally renowned experts in immunology, infectious diseases, and cancer. This pledge of support from the Beirne Carter Foundation will allow the BCIC to occupy a floor of the new building and be strategically located near other researchers with similar interests. The research conducted there will provide hope for millions whose immune systems are functioning improperly, or those who have been ravaged by infectious disease or cancer. Because of the size and duration of its pledge in connection with the BCIC, the Foundation will be limited in the amount of funds that it will be able to distribute over the next several years. We invite you to visit the Immunology Center's website
at http://www.healthsystem.virginia.edu/internet/cic/ . WHAT'S NEW 1. With the 2006 spring grant cycle, the Foundation adopted a two step grant making process. This represented a significant process change for the Foundation. Please refer to the Grant Making Process link. 2. For the last several grant cycles, considerably fewer grants have been made than has been the case historically. Foundation funding capacity has been limited not only by its commitment to the Beirne B. Carter Center for Immunology Research at the University of Virginia but also by several new multi-year commitments to organizations of particular current interest to the Beirne Carter family.
CONTACT US Primary contacts at the Foundation are Peter C. Toms (Executive Director) and Mary H. Frazier (Administrative Assistant). Our address and contact numbers are:
Our office is open on Mondays and Wednesdays from 8:30 a.m. until 4:00 p.m. |
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