Sample Provisions for a Grant Agreement


The following sample provisions for a Grant Agreement are provided in order to inform applicants of the Healthy Allegheny Challenge of the terms that may be required if an applicant is invited to enter into a Grant Agreement to accept a single award of $1,500,000 in order to implement the solution proposed in an application. These sample terms are subject to change, according to the sole discretion of Henry L. Hillman Foundation. However, it is our intent to inform applicants of the Healthy Allegheny Challenge of any pending obligations that a grantee may incur as a result of accepting such a grant.

 

<GRANTEE>:                                     

Award Date:                                 To be determined

Purpose:                                      Healthy Allegheny Challenge

Amount:                                      $1,500,000

Condition (if applicable):             To be determined at the discretion of Henry L. Hillman Foundation

Condition Expiration Date:          To be determined at the discretion of Henry L. Hillman Foundation

Schedule of Payments*:               To be determined at the discretion of Henry L. Hillman Foundation

 

*NOTE: This schedule of grant payments is subject to change or cancellation, with or without notice, at the sole discretion of the Henry L. Hillman Foundation. The initial grant payment will be released upon receipt of this signed grant agreement by <GRANTEE>. For conditional grants, the scheduled payment will be released upon satisfaction of said condition. Conditions must be fulfilled prior to the expiration date set by the Henry L. Hillman Foundation in order for the grant to be paid. Payments on multi-year grants will be released upon approval of any required interim grant reports submitted to the Foundation.

In addition to any specific terms and conditions in the grant award email dated <GRANT AGREEMENT DATE>, the Henry L. Hillman Foundation is awarding this grant conditioned on the following terms and representations:

1. Healthy Allegheny Challenge

<GRANTEE>, as a Winner of the “Healthy Allegheny Challenge” sponsored by Henry L. Hillman Foundation, shall receive a grant of One and a Half Million Dollars ($1,500,000.00), which will be paid by the Henry L. Hillman Foundation to the <GRANTEE> in payments corresponding to negotiated milestones in the Project Plan to implement the proposed solution over a period of no less than two but not to exceed three years from the date hereof (the “Grant Period”). Timing of such payments shall be at the discretion of the Henry L. Hillman Foundation, according to an assessment of whether the proposed milestones have been met or by the <GRANTEE>. 

2. Tax Exempt Status

<GRANTEE> is exempt from federal income tax as an organization described in section 501(c)(3) of the Internal Revenue Code of 1986 (the “Code”), is not a “private foundation” as defined in section 509(a) of the Code, and that it has received a determination letter from the Internal Revenue Service (the “IRS”) to such effect [or is a government institution?]. <GRANTEE> has fully complied with all applicable statutory and regulatory requirements necessary to retain its status as a tax-exempt organization, including, without limitation, the filing of all returns, reports, and other information.

3. Use of Funds

The grant funds and income thereon may not be used for any of the following purposes: (1) to carry on propaganda, or otherwise to attempt to influence legislation; (2) to influence the outcome of any specific public election.; (3) to make any grant to an individual or organization that does not comply with the requirements of section 4945(d)(3) or (4) of the Code; or (4) to undertake any activity which does not have a charitable purpose within the meaning of section 501(c)(3) of the Code.

The <GRANTEE> shall not promote or in any manner support terrorism, terrorist activities, the destruction of any state, or violence against the citizens of any state, nor shall the <GRANTEE> knowingly transact business with any entity that promotes or in any manner supports such actions.

This grant is made for the purpose outlined in the grant award email and may not be expended for any other purpose without the Henry L. Hillman Foundation’s prior written approval. The <GRANTEE> will maintain adequate records to document the expenditure of funds and the activities supported by the grant.  The Foundation reserves the right to request the return of any funds not expended for the specific purposes of the grant.  Further, <GRANTEE> acknowledges that the Foundation has standing and the legal right to enforce the return of any funds not expended for the specific purposes of the grant. 

4. Grant Requirements

Any grant requirements (acknowledgements, interim and final reports) are available in the grants portal under the “Reports” and “Payments” headings. Email notifications for report requirements will be sent 28 days in advance of the due date. Failure to complete these requirements in a timely manner will delay grant payments and future grant request consideration.

5. Changes to Grant Purpose, Budgets, and Timelines

All changes should be communicated to and approved by the Henry L. Hillman Foundation in advance. In addition to budgetary and programmatic modifications, the Foundation should be notified of any relevant changes related to organization/project leadership, section 501(c)(3) status, and other matters of significance and the Foundation reserves the right to request the return of any unexpended funds in the event of such changes.

6. Accounting Records

<GRANTEE> shall make its accounting records available for inspection by the Henry L. Hillman Foundation during reasonable business hours for a period beginning with the date of the grant and ending four years after the last grant funds have been expended.

7. Publicity Policy

<GRANTEE> will allow Henry L. Hillman Foundation to review and approve the text of any proposed publicity concerning Henry L. Hillman Foundation and/or the Healthy Allegheny Challenge. Henry L. Hillman requests final copies of all such announcements. Any announcements of this funding should reference the Healthy Allegheny Challenge, sponsored by Henry L. Hillman Foundation specifically (not Hillman Family Foundations or any of the other 17 foundations of which it is comprised).

8. Indemnification

<GRANTEE> agrees to indemnify and hold the Foundation and its employees and agents harmless from any and all claims, losses, damages, judgments, expenses, and deficiencies with respect to any third party claims resulting from this grant.

The undersigned hereby accepts and agrees to the terms and representations set forth above and recognizes that endorsement or deposit of the grant check constitutes acceptance by the organization of all the terms and conditions. Please sign this agreement and upload it in the grant portal under the Grant Agreements heading.

ON BEHALF OF:                 <GRANTEE> 

AGREED:                           (Head of Organization or Authorized Representative)                      (Date)                   


                                                

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