HomeMy WebLinkAboutApplications_Rev MLKJr. Scholarship applicationAUG 26 2022
APPLICATK)SLO CITY CLERK
Diversity, Equity and Inclusion
2022-2023 FUNDING FOR HIGH -IMPACT DE&I PROjects
Please provide all requested information before submitting your application. Please be as specific as possible!
If accommodation or assistance is needed in completing this Application, or if a paper version is preferred, please
contact (805) 781-7073 or DEI@slocity.org
PART 1: APPLICANT INFORMATION
Organization Name:
Year Established:
Fiscal Agent, if different than above:
Tax ID#:
Name of Executive Director
(or highest leadership position)
Approximate Annual Budget:
Major Sources of Funding:
Mission Statement:
Number of paid staff (full- or part-time):
Number of volunteers:
Name of Board President or Chair:
Name of Person completing this Application:
Organization Mailing Address:
Phone:
E-mail:
Name of Project:
Est. number of people served through this project:
Total Project Cost:
Rev. Martin Luther King Jr. High School Scholarship
Fund
1968
95-6228943
Mary Matakovich, President of the Board of
Directors
$25,000
Fundraising and Donations
Making education available to all people is
fundamental in destroying the barriers that
separate them. The Fund puts into practice Martin
Luther King's vision that Americans "will one day live
in a nation where they will not be judged by the
color of their skin but by the content of their
character."
None
15
Mary Matakovich
Mary Matakovich
P.O. 1693, San Luis Obispo, CA 93406-1693
805-595-2526
mmatakovavila@gmail.com
Following the Dream
20 high school students (590 students since 1968)
$40,000
City of San Luis Obispo DE&I Funding ! 2020-21
AMOUNT OF CITY FUNDING REQUESTED: $20, 000
City of San Luis Obispo DE&I Funding 2020-21
Briefly describe your Organization's mission, primary activities, and operating structures.
The Rev. Martin Luther King Jr. High School Scholarship Fund is a nonprofit 501(c) (3) tax-exempt organization
dedicated to providing multiple scholarship awards to students graduating from SLO high schools: San Luis Obispo
High School, Mission College Prep, and Pacific Beach High School. Scholarship recipients must demonstrate financial
need, scholastic potential and a sincere desire for furthering their post -secondary education. Working with the high
schools, the Board of Directors distributes scholarship applications in December of each year, and works with staff
to ensure that all graduating seniors in the City of San Luis Obispo have access to this process. The Board screens
and interviews all qualified applicants, of which the number of applicants far exceeds the number of scholarships
the Board is able to support. The Board is committed to funding as many students as the money raised allows. Since
1968, over 590 students have been funded. The Board seeks donations and has an annual Chicken BBQ with all
proceeds going to students' scholarships. Since we are an established group, we receive support from a number of
community organizations, media sources and the schools' community.
This scholarship application process is open to all graduating high school seniors attending three San Luis Obispo
high schools: San Luis Obispo High School, Mission College Prep and Pacific Beach High School.
PART 2: PROJECT INFORMATION
Describe your proposed project or program.
Specify what the requested funds will be used for, the need for this project, the number of people impacted. Include
a project plan, if available.
The Board is asking that the City of SLO match the funds raised by the Board. This match will double the number of
students who will receive financial support as they "Follow Your Dream." Annually, though all the money raised
goes directly to the students, the Board has not been able to support all the individuals who meet the criteria. Their
applications focus on their true desire to follow Martin Luther King's example. It is most difficult for the Board is to
read their life stories and how important Martin Luther King's message of hope gives them the courage to explain
how they plan to "follow your dream." At the end of the school year, the Board hosts a breakfast for the students
and their families along with their schools' staff at which time the students are honored with a scholarship for their
remarkable achievement and perseverance. The Board also chooses to honor a Community Service organization, a
Board member for extraordinary service and a President's Award typically honoring a school staff member.
Describe the community the project will support.
Specify the population, location of services provided, and any other identifiers your proposed project will support.
The high schools' graduating seniors are awarded based on financial need, scholastic potential and desire to
continue post -secondary education.
Describe the equity gaps and community needs this project will address.
Over 30% of the graduating seniors from the high schools are below the poverty line. The community has a
responsibility to the city's graduating seniors to give them every opportunity to be successful as they pursue their
dream.
In the table below briefly list 2-3 methods of evaluation and indicators of success or measurable outcomes.
City of San Luis Obispo DEW Funding 2020-21
Methods of Evaluation
Indicators of Success / Measurable Outcomes
Example: # of BIPOC serving on public boards,
committees
Example: 10% increase by end of 2021S
Increased number of graduating seniors enrolled in a
post -secondary program
50% increase in post -secondary programs by
September 2023.
Increased number of applicants receiving scholarships
50% increase in the number of scholarships issued by
May 2023.
In the chart below, identify any partnerships/collaborations that are supporting this project, and their roles.
Name of Partner
Example: ABC Business
Counselors, teachers and administrators of the
San Luis Coastal Unified School District and
Mission College Preparatory School
Elks' Lodge
Latinos in Agriculture Club and Chi Delta
Sorority at Cal Poly
KVEC - interviews, KSBY, Tribune, New Times,
Journal Plus
Interfaith Council, Congregation of Beth David,
SLO County Band
Jesse Norris Scholarship designated for MLK
awardee attending Cal Poly
Activity/Service They Provide for This Projec
Example: Free Use of Space for Weekend Classes
Provide guidance to the most qualified students.
Provide the BBQ, kitchen and multipurpose room for the
fundraising event on Super Bowl Sunday facility
Provide students to cook and serve at the BBQ.
Provide media coverage
Provide volunteers and donation support
Provides an additional scholarship funded
City of San Luis Obispo DEW Funding 1 2020-21
Provide the timeline for this proposed project.
Application process begins with a review of the timeline and budget in October.
Publicity distributed in November.
Schools' staffs are contacted and oriented by Board members in November.
Applications are distributed to the school sites in December.
Deadline for applications is March 1.
Interview teams begin the interviews at the school sites.
Board determines the number of scholarships to be offered by April 1.
Board reviews the Interview Teams' recommendations by April 15.
Board announces the scholarships by May 1.
Invitation to the Breakfast, held the third Monday of May, are sent to the awardees, their families and the schools'
staff. Treasurer distributed the necessary paperwork to be returned by September in order for the funds to be
distributed to the students.
Follow-up is a student and family invitation to the annual BBQ in February. Invitations go out to the school staffs,
community sponsors and donors.
Describe your plan for sustainability beyond the City's one-year award funding, if applicable.
The City's assistance in providing additional scholarships will be noted in the community and with the students and
their families involved in receiving the awards. This scholarship process will continue based upon the funds raised.
This process was initiated in 1968 and with the 2023 scholarship awardees, over 600 students are realizing success
in our community.
PART 3: PROJECT COST / BUDGET
Using the table below, please provide a broadly- itemized budget for your project, including the source of any
matching funds.
Item Description Total Cost Amount Provided
add more lines as needed by City Funds
1. Application Materials $50
2. BBQ supplies $3000
3. BBQ dinners @$15 $10,500
4. Donations $2500
5. Scholarships @ $2000 $40,000 $20,000
R
Amount of Other
Matching Funds
/Source*
Board donations
Board donations
Community
donations
$ 20, 000
*During application review, you may be asked for further financial information or for proof of any matching funds
City of San Luis Obispo DEW Funding 2020-21
PART 4: AWARENESS AND VISIBILITY
Describe the plan for promoting this project within the City of San Luis Obispo.
The Board contacts over 30 community agencies and media agencies with information about our organization and
the benefits for our students. The awardees are recognized at their schools' Senior Awards events with noting the
source of their scholarship award.
How will you highlight the City's support of your project?
The City of San Luis Obispo will be noted on all communications of MLK Jr. High School Scholarship Fund,
including, but not limited to, flyers distributed throughout the city and on the website.
City of San Luis Obispo DEW Funding 1 2020-21
PART 5: CERTIFICATION
By signing this application, I certify that the information contained within is true and correct to the best of my
knowledge. I agree to comply with the requirements of the City of the San Luis Obispo.
Name of Person Completing this Application:
siMe, /r l,�'? r %1' L �a k C1 1/ t` L-G;�
Ti
President of the Martin LLuther King Jr. High School Scholarship Fund
Date:
August 26, 2023
Application Checklist
Use this checklist as a tool to ensure all required components are submitted with your final application -
I have included all of the following documents, in hard copy or via the online site:
€ Completed Grant Application
€ List of Organization's current Board Members or leadership body
€ Organizational Chart
€ Copy of Document Certifying Federal Tax -Exempt status, if applicable
My Final Application includes all documents listed above, submitted by 5:00 pm on August 31st, 2022, via one of
the following methods:
€ The online application site: https:Hforms.slocity.org/Forms/2022-2023-FUNDING-FOR-HIGH-
IMPACT-DEI-PROGRAMS
€ One (1) signed application, including all attachments, in PDF format, submitted via email to
DEI@slocity.org
€ One (1) signed application, including all attachments, submitted via Hard Copy, either in person or
by email to: DE&I Task Force
919 Palm St. San Luis Obispo, CA 93401
Attn: Dale Magee
Postmarks will not be accepted
Martin Luther King Jr. High School Scholarship Fund
Board of Directors 2022-2023
Cathy Ahearn
Nancy Beighley, Secretary
Mike Clark, Treasurer
Veryl Ann Duncan
Bob Flores
Patricia Gordon
Mary Matakovich, President
Cornell Morton
Regena Morton
Ethny Stewart
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In consideration of COVID-199 we are
holding a donation drive for 2022.
All proceeds go to the Scholarship Fund.
Since 1968, we have awarded 580
scholarships to deserving students.
DONATE DIGITALLY
https://www.mlkfund.org
DONATE BY MAIL
Martin Luther King Scholarship Fund
P.O. Box 1693
San Luis Obispo, CA 93406-1693
Scan to donate
ACKNOWLEDGMENTS FOR ONGOING SUPPORT:
Chi Delta Sorority
Diversity Coalition SLO County
Elks Lodge
Latinos in Agriculture
Renoda Campbell Photography
n,
•+" '`` U. S. TREASURY DEPARTMENT
` WTERNAL REVENUE SERVICE
DISTRICT DIRECTOR
s •
ri°Vie P. O. BOX 231
LOS ANGELES, CALIFORNIA 90053
fy, _ '" "
November 18, 1968 �'L" pier" r°
Form L-178
Code 414 :RJA
*Rev. Martin Luther King Jr.
High School Memorial Scholarship
Fund
c/o Mrs. Jennie Hiltel
959 Murray Avenue
San Luis Obispo, California 92401
Gentlemen
PURPOSE
Charitable
ADDRESS INQUIRIES A FILE RETURNS WITH
DISTRICT DIRECTOR OF INTERNAL REVENU
Los Angeles
FORM 990-A RE- ACCOUNTING PERIOD
QUIRED I ENDING
YE5 twf NO
On the basis of your stated purposes and the understanding that your Operations will continue as
evidenced to date or will conform to those proposed in your ruling application, we have concluded
that you are exempt from Federal income tax as an organization described in section 501(c)(3) of
the Internal Revenue Code. Any changes in operation from those described, or in your character
or purposes, must be reported immediately to your District: Director for consideration of their effect
upon your exempt status. You must also report any change in your name or address.
You are not required to file Federal income tax returns so long as you retain an exempt status, un-
less you are subloct to the tax on unrelated bus Iness income imposed by sect ion 511 of the Code,
in which event you are required to file Form 990-T, our determination as to your liability for
filing the annual information return, Form 990-.A, is set forth above. That return, i! required, must
he filed on or before the 15th day of the fifth month after the close of your annual accounting period
indicated above.
Contributions made to you are deductible by donors as provided in section 170 of the Code. Be-
quests, legacies, devises, transfers or gifts to or for your use are deductible forFederaI estate
and gift tax purposes under the provisions of section 2055, 2105 and 2522 of the Code.
You are not liable for the taxes imposed under the Federal Insurance Contributions Act (social
security taxes) unless you file a waiver of exemption certificate as provided In such act. You are
not Ilab le for the tax imposed under the Federal Unemployment Tax Act. Inquiries about the woiver
of exemption certificate for social security taxes should be addressed to this office, as should any
questions concerning excise, employment or other Federal taxes.
This is a determination letter.
Very truly yours,
"-I� ,
F. S. Schmidt
District Director
FORM L-178 (6-64)
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STATE OF CALIFORNIA
FRANCHISE TAX BOARD W
1025 P STREET
SACRAMENTO, CALIFORNIA 95914
July 30, 1968
Rev. Martin Luther King, Jr., High School
Memorial Scholarship Fund
c/o Mrs. Jennie E. Hiltel
959 Murray Street
San 1,,uis Obispo, California
Re: Exemption from franchise tax
Gentlemen:
It is the opinion of this office, based upon the evidence presented, that you are
exempt from State franchise tax under the provisions of Section 23701d of the
Revenue and Taxation Code, as it- i s shown Hint you aro organ i zed ;Irtd opc, rated
exclusively as a charitable organization.
Accordingly, you will not be required to file franchise tax returns unless you
change the character of your organization, the purposes for which you were
organized, or your method of operation. Any such changes should be reported
immediately to this office in order that their effect upon your exempt status may
be determined.
If in any year your gross income exceeds $25,000, you are required to file an
information return on Form 199 on or before the 15th day of the 5th month
following the close of your fiscal year. These forms will be mailed to you if you
provide us with your current postal oddrrss.
If you have income from an unrelnted trade or huslncss that is taxable under the
provisions of Section 23731 of the Revenue and Taxation Code, you must file. a return
on Form 109 on or before the 15th day of the 3rd month following the close of your
fiscal year. Copies of this form may be obtained from this office or any of its
ranches.
r
Contributions made to you are deductible by the donors in arriving at their taxable
net income in the manner and to the extent provided by Sections 17214, 17215, 17216,
and 24357 of the Revenue and Taxation Code.
If the organization is not yet incorporated or has not yet qualified to do business
in California, this approval wilt expire unless incorporation or clualification i;
completed within 30 days.
Very truly yours,
James C. Stewart
Tax Counsel
cc: Secretary of State
(D) Registry of Charitable Trusts
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