Coca Cola Guidelines

[Pages:18]Grant Application and Compliance Package

February 2009

Grant Compliance Package

Table of Contents

Coca-Cola Philanthropy

3

Grant Checklist

5

Guidelines for Program Summary

6

Program Budget Summary

7

Grant Application

9

USA Patriot Act Compliance Form

10

Foreign Public Charity Equivalence Affidavit

13

Schedule of Financial Support

16

Note: The Coca-Cola Company and its philanthropic arm, The Coca-Cola Foundation, award grants each year to charitable organizations around the world. Applications are accepted year round.

Philanthropy

The Coca-Cola Company and its philanthropic arm, The Coca-Cola Foundation, aim to make a greater impact on the communities we serve around the world by being responsive to the citizenship priorities of the communities in which we live and work. At The Coca-Cola Company, we recognize that we cannot have a healthy and growing business unless the communities we serve are healthy and sustainable. We are committed to improving the quality of life in the communities where we do business and have realigned our investment priorities to reflect and respond to the global and local nature of our business. Our renewed strategy focuses on global pillars where we can make a unique and sustainable difference: water stewardship, active healthy living, community recycling, and education.

Water Stewardship ? To support access to clean water and sanitation, watershed protection in water-stressed regions, and education and awareness programs that promote water conservation within communities

Active Healthy Living ? To support access to exercise, physical activity and nutrition education programs,

programs that motivate behavior modification, and programs that encourage lifestyle/behavioral changes

Community Recycling ? To increase liter abatement efforts, advance recovery and reuse, increase community recycling awareness, and support research and innovation

Education ? To support student scholarships, school drop-out prevention, access to education programs, and other education initiatives, per local business unit priorities

Grant Requirements

The Coca-Cola Company and The Coca-Cola Foundation are based in the U.S. for tax and legal purposes. Both award grants in the U.S. and in many countries around the world. The following requirements must be met for funding consideration:

? Grants from The Coca-Cola Foundation must further its charitable purposes.

? Grants that have a direct connection to the business should be funded by The Coca-Cola Company.

? Neither The Coca-Cola Company nor any private party may receive any benefit that is more than "incidental" from a Coca-Cola Foundation grant.

Eligible organizations include: ? A charity registered with the Internal Revenue Service as a "section 501 (c)3" tax exempt organization; or ? A foreign organization that has received a ruling from the Internal Revenue Service that it is a "section 501 (c)3" tax exempt organization; or

? A foreign organization that is the equivalent of a US charity.

Corporate and Foundation funding strategies are guided by business priorities, tax requirements, and legal compliance.

The Coca-Cola Company and The Coca-Cola Foundation do not generally award grants to:

? Individuals, religious organizations or endeavors, political, legislative, lobbying or fraternal organizations, travel, fundraising events or sponsorships, capital campaigns, construction or renovation projects

? U.S.-based organizations that do not have tax-exempt status under Section 501(c) (3) of the U.S. Internal Revenue Service Code, or the equivalent

? Organizations formed outside the U.S. that do not have a charitable equivalency status under the laws and provisions of their respective government

? Organizations that advocate support, practices, activities, inconsistent with The Coca-Cola Company's non-discrimination policies, whether based on race, color, religion, sexual orientation, gender identity, national origin, age or disability

Grant Checklist

If the requesting organization is a tax-exempt organization under Section 501(c)(3) of the U.S. Internal Revenue Service Code, please complete or provide the following.

5 Coca-Cola Grant Application (Schedule A)

and a formal proposal that includes a comprehensive overview of the program including information on the program, location, beneficiaries, rationale and impacts

5 Copy of the organization's latest IRS documentation letter

5 A brief statement, signed and dated, on the organization's letterhead, noting that there has

been no change in the purpose, character or organizational structure since the date of the IRS documentation letter

5 A completed and signed USA Patriot Act Compliance Form (Schedule B)

If the requesting organization is a charitable organization formed outside of the U.S., please complete or provide the following. All documents must be translated into English.

5 Coca-Cola Grant Application (Schedule A)

and a formal proposal that includes a comprehensive overview of the program including information on the program, location, beneficiaries, rationale and impacts

5 A completed and signed USA Patriot Act Compliance Form (Schedule B)

5 A completed and signed Foreign Charity Equivalence Affidavit (Schedule C)

5 A completed Schedule of Financial Support (Schedule D)

5 Copies of the organization's charter, bylaws, and other governing documents that include

limits on political activities and self dealing as well as information on dissolution.

5 A copy of the relevant statutory law outlining the distribution of the Grantee's assets on

dissolution or liquidation and restrictions on political activities

Please forward all documents to: The Coca-Cola Company or The Coca-Cola Foundation, Grants Administration,

1 Coca-Cola Plaza, Atlanta, Georgia 30313 U.S.A.

Guidelines for Program Summary

The requesting organization must provide detailed information including but not limited to the information requested below for a thorough review of program merits:

Organization's Legal Name: Tax ID or Charitable Registration Number: Organization's Mission Statement:

General Program Description and Program Detail

Program start date:

Program end date:

Program title:

Amount requested:

Is this program

5New

5Ongoing/continuation of a program

Description and purpose of the program:

Tell us how the community will benefit and what impacts will result from this program. How will results be measured or evaluated and how the program will continue after the initial grant funds have been utilized.

Detail any current or past local Coca-Cola Company or Bottler involvement with the organization, if any:

What are the goals and objectives of the program?

What are the specific activities that must be carried out to meet the objectives? Are they on schedule? Please include the program schedule. Any collaboration with other non-profits? Please list all and describe the relationships. Who are the members of the staff who will carry out the program? What are their backgrounds and qualifications? How many beneficiaries both direct and indirect? What is the relationship of this program to your organization's overall mission? How many years of experience does the organization have with this type of project? How long has the organization operated in this country?

How will you communicate the grant award for this program?

Are you seeking any other funders for this project? If so, please detail other funders and amounts sought.

Please include a Program Budget with line item description.

Important Information: Grant recommendations are reviewed quarterly. All requests will receive a written response when the review process is complete. Do not send multiple copies, video tapes, CDs, DVDs, or other attachments. These cannot be returned. Proposal information should be as concise as possible. All documents must be translated into English. Please prepare a summary budget as outlined on the last page of this form. Please also attach a narrative description and include an explanation of each line item in the budget (direct and indirect costs) and how the cost was determined.

Program Budget Summary

EXPENSES Salaries and Fees: Fringe Benefits: Consultants: Printing/Publications: Media Costs: Telephone: Supplies: Postage: Other: TOTAL EXPENSES REVENUE Grant Request from The Coca-Cola Company or The Coca-Cola Foundation: *Other Foundations: *Public Agencies: *Individuals: *Operating Income Contributed by Applicant to the Program: TOTAL REVENUE ORGANIZATION Current year operation budget: Fiscal year: Current number of full-time staff members:

Dollar Amount $ $ $ $ $ $ $ $ $ $ Dollar Amount $

$ $ $ $ $

$ _______ to ______

Program Budget Summary (continued)

Expenses: ? Salaries and Fees: Include all staff salaries that are allocated to the program/ proposed program. Identify each position, salary, and percentage of time to be devoted to the program. Identify percentage of total expenses of overall budget. ? Fringe Benefits: Include related benefits and taxes allocable to the salaries listed

above. Identify fringe benefits as a percentage of salaries. ? Consultants: Include all fees, honoraria, and expenses paid for consulting and professional services of individuals or organizations that are not paid staff of your organization. In the budget narrative, identify consultants and anticipated costs individually. ? Printing/Publications: Include expenses for production of all printed materials.

Identify specific publications, number of copies planned, and anticipated size of each publication. ? Media Costs: Include radio, television, billboards, etc. ? Telephone: Include all telecommunication expenses. Identify how anticipated usage is determined. ? Supplies: Include office supplies, subscriptions, books and other materials. ? Postage: Include postage expense not incorporated in above categories. Identify basis for calculating estimate * Identify individually in the budget narrative. Additional sources of revenue are encouraged

but not required. Please indicate only revenues that are fully committed and allocated specifically for the purposes of this program.

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