Town of Palm Beach United Way Inc

How it makes and monitors grants (Schedule I, Part IV)

The Town of Palm Beach United Way maintains comprehensive records to substantiate all grant awards, eligibility of grantees, and the selection criteria used in the funding process. Grant records from 1996 to present are retained digitally and include agency applications, required documentation, financial audits, budgets, IRS Form 990s, program outcome reports, site visit notes, volunteer committee evaluations, and approval minutes. These records insure full substantiation of both agency eligibility and the rigorous selection process. Grantmaking Process: Our grantmaking is an extensive, volunteer-driven process. Each year, nonprofit agencies apply for funding and must demonstrate compliance with our established standards. More than 130 trained community volunteers serve on allocation committees, reviewing agency applications, financial audits, budgets, and outcome reports. These committees also conduct on-site visits, interview agency leadership, and assess program performance and community need. Recommendations are then submitted to the volunteer Board of Trustees for final approval. This layered review ensures accountability, transparency, and fairness. Selection Criteria: The Town of Palm Beach United Way applies 13 published standards* that all agencies must meet to be eligible for funding. These criteria include legal nonprofit status, compliance with federal and state laws, submission of audited financial statements, limits on administrative and fundraising costs, demon