Policies & Procedure |
Policies and Procedures
The Herbert A. Templeton Foundation requires that all grant applications be submitted through its grant portal. Applications submitted or delivered otherwise will not be accepted.
The Foundation processes grant requests in two cycles each calendar year for the Spring and Fall. Organizations may submit only one request per calendar year. If your application is declined or abandoned, you are eligible to reapply for the cycle’s next annual period (e.g. Spring 2026 is declined or abandoned, you may reapply at the earliest in Spring 2027).
Applications for the Spring 2026 grant cycle will open on March 3, 2026, with an application deadline of April 6, 2026.
Applications for the Fall 2026 grant cycle will open on September 11, 2026, with an application deadline of October 12, 2026.
Eligible organizations interested in applying must be registered through the grant portal and submit a complete application by the respective deadline, whereby the portal shall close thereafter until the next grant cycle. Submission prior to the deadline is encouraged.
As the Foundation receives a high volume of applications and operates with limited resources to ensure its focus on grant funding, incomplete applications submitted will be automatically declined.
Aside from completing the sections of the application in accordance with the Foundation’s funding priorities on youth focused and directed programs or projects, a complete application must include the following documents which are required to be uploaded with the application:
a project or program budget for the period the Foundation’s funding will be utilized. The budget must also include a list of funding sources by name and amount, including the amount requested from The Herbert A. Templeton Foundation, and what the organization will self-fund for the project or program;
an organizational board approved budget for the most current fiscal year, prepared on an accrual basis;
year over year comparative fiscal year-end financial statements for the last two completed fiscal years prepared on an accrual basis;
most current fiscal year financial statement with comparison of actual to budget for the Statement of Activities, prepared on an accrual basis;
a list of the organization’s board of directors, officer roles, and their affiliations.
Please note that a complete financial statement must include both a Statement of Financial Position or Balance Sheet and a Statement of Activities or Profit & Loss Statement. Additional instructions on the above documents are provided in the online application.
Should an applicant be awarded a grant, the grantee will be required to set up an account with BILL and provide its banking information during the setup process to receive payment of the grant award from the Foundation. The Foundation does not issue payment through check or any other means than the “epay” method in BILL.
Following the grant award, the Foundation requires the grantee to submit a report describing how the grant funds were utilized for the youth focused program or project, noting successes and challenges, but also evaluating the measurable outcomes identified in the organization’s application. While the Foundation is supportive of the communities our grantees serve, it also wishes to understand how funding is achieving both quantitative and qualitative outcomes so it may consider future funding for your organization’s youth focused program or project.
The report shall normally be due within nine months of the grant award date and would need to be submitted before reapplying for the organization’s next eligible annual grant cycle. Grantees will be notified via email when the grant report is due. The report would be completed via the Foundation’s Portal by accessing the same applicant’s login as the application submitted.
Please also note as the Foundation is a tax-exempt organization it is therefore not necessary to send or mail a donation acknowledgment letter or IRS form 1099 to the Foundation.
If you should have any questions, please email info@hatfoundation.org, or call Christian Richmond at 503-962-9624.
The Herbert A. Templeton Foundation requires that all grant applications be submitted through its grant portal. Applications submitted or delivered otherwise will not be accepted.
The Foundation processes grant requests in two cycles each calendar year for the Spring and Fall. Organizations may submit only one request per calendar year. If your application is declined or abandoned, you are eligible to reapply for the cycle’s next annual period (e.g. Spring 2026 is declined or abandoned, you may reapply at the earliest in Spring 2027).
Applications for the Spring 2026 grant cycle will open on March 3, 2026, with an application deadline of April 6, 2026.
Applications for the Fall 2026 grant cycle will open on September 11, 2026, with an application deadline of October 12, 2026.
Eligible organizations interested in applying must be registered through the grant portal and submit a complete application by the respective deadline, whereby the portal shall close thereafter until the next grant cycle. Submission prior to the deadline is encouraged.
As the Foundation receives a high volume of applications and operates with limited resources to ensure its focus on grant funding, incomplete applications submitted will be automatically declined.
Aside from completing the sections of the application in accordance with the Foundation’s funding priorities on youth focused and directed programs or projects, a complete application must include the following documents which are required to be uploaded with the application:
a project or program budget for the period the Foundation’s funding will be utilized. The budget must also include a list of funding sources by name and amount, including the amount requested from The Herbert A. Templeton Foundation, and what the organization will self-fund for the project or program;
an organizational board approved budget for the most current fiscal year, prepared on an accrual basis;
year over year comparative fiscal year-end financial statements for the last two completed fiscal years prepared on an accrual basis;
most current fiscal year financial statement with comparison of actual to budget for the Statement of Activities, prepared on an accrual basis;
a list of the organization’s board of directors, officer roles, and their affiliations.
Please note that a complete financial statement must include both a Statement of Financial Position or Balance Sheet and a Statement of Activities or Profit & Loss Statement. Additional instructions on the above documents are provided in the online application.
Should an applicant be awarded a grant, the grantee will be required to set up an account with BILL and provide its banking information during the setup process to receive payment of the grant award from the Foundation. The Foundation does not issue payment through check or any other means than the “epay” method in BILL.
Following the grant award, the Foundation requires the grantee to submit a report describing how the grant funds were utilized for the youth focused program or project, noting successes and challenges, but also evaluating the measurable outcomes identified in the organization’s application. While the Foundation is supportive of the communities our grantees serve, it also wishes to understand how funding is achieving both quantitative and qualitative outcomes so it may consider future funding for your organization’s youth focused program or project.
The report shall normally be due within nine months of the grant award date and would need to be submitted before reapplying for the organization’s next eligible annual grant cycle. Grantees will be notified via email when the grant report is due. The report would be completed via the Foundation’s Portal by accessing the same applicant’s login as the application submitted.
Please also note as the Foundation is a tax-exempt organization it is therefore not necessary to send or mail a donation acknowledgment letter or IRS form 1099 to the Foundation.
If you should have any questions, please email info@hatfoundation.org, or call Christian Richmond at 503-962-9624.