Alice Rosenwald Flexible Fund: Guidelines & Eligibility

Grants from the National Trust for Historic Preservation’s Alice Rosenwald Flexible Fund are designed to advance ongoing Rosenwald School preservation activities. The fund supports, but is not limited to, such needs as preservation planning, engineering studies, architectural plans, rehabilitation, workshops and conferences, publications, films, oral history, surveys, photography, archaeology, and research that advance the preservation of Rosenwald School buildings. These grants enable local groups to respond proactively to a preservation challenge by providing grants for the planning phases of a preservation project, or for the physical, bricks and mortar preservation of Rosenwald School buildings.

Typical grants from the Alice Rosenwald Flexible Fund range from $500 to $5,000 and require a dollar-for-dollar cash match. Nonprofit organizations and governmental agencies are eligible to apply. The review process is generally completed within two months of the application submission, and applicants are notified via email once the review process is complete.

Applications for the Alice Rosenwald Flexible Fund are accepted on a rolling basis. There is no set application deadline.

Eligible Applicants
Grant Conditions
Eligible Activities
Eligible Expenses
Ineligible Expenses and Activities
Eligible Sources of Matching Funds
Ineligible Sources of Matching Funds
Criteria
How to Apply

Eligible Applicants

Only members of the National Trust at the Forum or Main Street levels are eligible to apply for funding from this program. To learn more about Forum and to join today, visit our website.

Public agencies, 501(c)(3), and other nonprofit organizations are eligible, including churches.

No more than three grants will be awarded in any two-year period to a single grantee. Only one grant will be awarded for a particular project phase. Applicants that have received previous National Trust financial assistance are eligible provided that all grant requirements are current.

Grant Conditions

Applicants must be capable of matching the grant amount dollar-for-dollar. A cash match is required and other funding from the National Trust may not be used to match an Alice Rosenwald Flexible Fund grant. For example, if the project being funded requires $4,000, the National Trust can award a grant up to $2,000 and the grantee will need to provide a cash match of $2,000 in order to fully fund the $4,000 project.

Other conditions include:

  • Grants or matching funds cannot be used directly or indirectly to influence a member of Congress to favor or oppose any legislation or appropriation.
  • To the greatest extent possible, any documents or plans for preservation work that result from the project must conform to the Secretary of the Interior’s Standards for the Treatment of Historic Properties.
  • At least three (3) competitive bids/quotes must be obtained for any procurement of services that exceed $50,000. This provision applies only to portions of the project supported by National Trust grant funds.
  • Consultants, contractors and work plans must be approved by the National Trust before grant funds are disbursed.
  • National Trust grants cannot be used to pay staff salaries. Board members of the applicant organization cannot serve as consultants or contractors unless appropriate conflict of interest procedures are followed and documented.
  • Grant recipients are required to sign a contract agreeing to the conditions of the program.
  • Grant projects must begin within six months of award date. Failure to begin the project in this timeframe may result in the cancellation of the grant and you will need to reapply for funding.
  • Grant recipients must include appropriate acknowledgement of National Trust financial support in all printed materials or signage generated for the project. Additional information will be provided upon receipt of grant.
  • Within one year from the grant award date, a final report and financial accounting of the expenditure of the grant must be submitted. A final report form will be provided. If the project is not completed in accordance with the contract, the grant funds must be returned.

Applicants must agree not to discriminate against any employee or applicant for employment because of actual or perceived race, color, national origin, creed, age, gender, marital status, sexual orientation, religion, mental and physical disabilities, sex (including pregnancy), personal appearance, gender identity or expression, family responsibilities, genetic information, matriculation, political affiliation or veteran status.

Eligible Activities

The Alice Rosenwald Flexible Fund supports planning, education and rehabilitation projects related to Rosenwald Schools. Eligible activities include, but are not limited to, preservation planning, engineering studies, architectural plans, rehabilitation, workshops and conferences, publications, films, oral history, surveys, photography, archaeology, and research that advance the preservation of Rosenwald School buildings.

Please contact the staff of the National Trust’s Rosenwald School Initiative to determine if your project is a fit for this funding. To discuss your project, please call Katherine Carey or Tracy Hayes at 843-722-8552 or email Rosenwald@savingplaces.org.

Eligible Expenses

  • Fees to pay professional consultants/contractors to help with the planning phases of a Rosenwald school’s restoration or maintenance, including things such as engineering fees, architectural plans and archaeology
  • Material and labor costs associated with construction activities
  • Speaker fees, rental costs, and other hard costs associated with an educational activity focused on Rosenwald Schools (workshops, conferences, community outreach, etc).
  • Costs associated with undertaking oral history projects or with the production of films or other interpretive materials focused on Rosenwald Schools

Ineligible Expenses and Activities

  • Grant funds may not be used to pay expenses incurred prior to the date of the grant award.
  • Grant funds may not be used to support staff salaries, benefits, or organizational overhead costs.

Eligible Sources of Matching Funds

  • Cash contributions from private or public sources
  • Earned income from fees or fund raising activities 

Ineligible Sources of Matching Funds

  • Staff Salaries
  • Organizational overhead costs
  • In-kind contributions of materials or services

Criteria

The selection committee will place particular importance on the likelihood that the requested assistance will make a significant contribution to the preservation, restoration, or rehabilitation of a specific historic property. Related factors to be considered include:

  • The extent to which the requested assistance will make a difference in preserving, restoring, or rehabilitating the Rosenwald School, including what other funds might be leveraged by an award
  • The effort which owners and local supporters are willing to commit to the project
  • The potential of the project to be a catalyst for further positive action to benefit other historic properties and the local community
  • The adequacy of plans for the future maintenance of the property or the continuation of the activity for which grant support is requested
  • The ability and willingness of the applicant to carry out the proposed plans or activity if assistance is awarded

How to Apply

To discuss your project and determine if it’s a good fit for this fund, please contact our Rosenwald School Initiative staff at 843-722-8552 or by email at Rosenwald@savingplaces.org. After discussing your project, we will provide information on how to access the application.