Bartus Trew Providence Preservation Fund: Guidelines & Eligibility

Grants from the Bartus Trew Providence Preservation Fund of the National Trust for Historic Preservation are designed to encourage preservation at the local level by providing money for the acquisition, maintenance, and preservation of historic landmarks and memorials on the Eastern Shore of Maryland.  These grants enable local groups to respond proactively to a preservation challenge by providing funding for property acquisition, bricks and mortar preservation, and technical assistance, while building public awareness of the value of preserving the Eastern Shore’s unique heritage.  The late Bartus Trew, a long-time resident of Chestertown, Maryland, and owner of historic Providence Plantation, provided a generous gift to the National Trust for Historic Preservation which established the Bartus Trew Providence Preservation Fund.

Approximately $80,000 is available annually for awards.  Grant applications in the range of $5,000 - $25,000 will be accepted.

The review process is generally completed within eight weeks of the application deadline, and applicants are notified via email once the review process is complete.

The application deadline is Monday, June 17, 2013.

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

Eligible Applicants

Only Forum or Main Street level members of the National Trust are eligible to apply for funding from the Bartus Trew Providence Trust Preservation Fund grant program. To learn more about Forum and to join today, visit our website.

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

No more than three grants will be awarded in any two-year period to a single grantee.  Only one grant will be awarded per organization in any grant round.  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 for at least 50% of the funds awarded and can come from private or public sources, or from income earned from registration fees or fundraising activities.  Donated materials and services are eligible only up to 50% of the total match.  Other funding from the National Trust may not be used to match a Trew Providence Preservation Fund grant.

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 Bartus Trew grant funds.
  • Consultants must be approved by the National Trust before grant funds are disbursed. Trew Providence Preservation Fund grants cannot be used to pay staff salaries. Board members of the applicant organization cannot serve as consultants 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 generated for the project.
  • 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

Trew Providence Preservation Fund grants are awarded for preservation projects on Maryland’s Eastern Shore in the area south of the Chesapeake and Delaware Canal.  Examples of eligible activities may include the following:

  • The acquisition of historically significant  land and/or buildings
  • The purchase of perpetual easements
  • Restoration, rehabilitation, or preservation of historic buildings, including bricks-and-mortar construction and repair, as well as costs associated with retaining the services of professionals in the areas of architecture, engineering, preservation, land-use planning, or natural resource conservation
  • Uses related to the conservation of land that contribute to the historic or cultural heritage of Maryland’s Eastern Shore
  • Preservation services that directly contribute to the preservation of a specific historic or cultural site including planning, development of promotional/marketing materials, and interpretive or educational programming

Ineligible Activities

  • Academic research
  • Book-length publications
  • Historic resource surveys to create inventories or to list resources in the National Register

Eligible Expenses

  • Fees for consultant services
  • Speaker/faculty costs (honoraria, travel, and lodging), room rental for conferences
  • Mailing costs for distribution of materials
  • Web site development
  • Materials and services such as printing, photographs, telephone, and supplies. With the exception of publications projects, these costs may not exceed 10 percent of the project budget.

Ineligible Expenses

  • Staff or faculty salaries
  • Organizational overhead costs
  • Expenses incurred prior to award date

Eligible Sources of Matching Funds

  • In-kind contributions of materials or professional services, other than those related to acquisition or easements.  All in-kind contributions must be documented and pre-approved by the National Trust Grants Office.  In-kind matches cannot constitute more than 50% of the total match.
  • 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 related to acquisition or easements 

Criteria

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

  • The historic significance of the property to be assisted
  • The extent to which the requested assistance will make a difference in preserving, restoring, or interpreting the historic property or site, 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, the local community, or the Eastern Shore
  • 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

You will need the following items as part of your Bartus Trew Providence Preservation Fund application:

  • Up to four digital images of high quality (300 dpi) with caption and credit information. Must include at least one overall view of the property.
  • A list of the applicant's current board of directors (nonprofit organizations)
  • Applicant's Internal Revenue Service determination letter of tax-exempt status. If tax-exempt status has not been fully approved by the IRS, please provide evidence of filing for certification and letter of opinion from an attorney concerning the applicant's tax status (nonprofit organizations)
  • Resume of consultant for project (if the consultant has been chosen)
  • Resume of personnel administering project
  • Up to two letters of endorsement
  • Letter of consent from property owner (if applicant does not own property)
  • Completed National Trust Preservation Funds application, which includes a budget section that outlines proposed expenses and revenue for the project

Application

Fill out an application for the Bartus Trew Providence Preservation Fund here. (Please note: you will be taken to our grants application system where you will need to create a user profile for your organization. This is a separate login than your National Trust login.) If you have questions please email us.