Sam and Mary Cooke Preservation Fund for Hawai’i

Sam and Mary Cooke Preservation Fund for Hawai’i: Guidelines & Eligibility

In 2008, the National Trust partnered with the Historic Hawai’i Foundation to raise dedicated funds for preservation projects in Hawai’i. The result of this fundraising is the Sam and Mary Cooke Preservation Fund for Hawai’i.  Grants from this fund will help preserve and enhance historic places in Hawai’i for future generations.

Grants made from the Sam and Mary Cooke Preservation Fund for Hawai’i will range from $2,500 to $10,000.  It is anticipated that the total amount of grants from the endowment will be $15,000 each year.  The endowment and all grants awarded from the fund will be managed by the National Trust for Historic Preservation in cooperation with the Historic Hawai’i Foundation.

The following guidelines are for the June 2020 round of funding and have been modified to better assist organizations during the current economic climate.

 The next upcoming deadline for this program will be Monday, June 15, 2020.

Eligible Applicants

Only Organizational Level Forum members or Main Street America members of the National Trust are eligible to receive funding from the National Trust Preservation Fund. Organizations do not need to have an active Forum membership to apply for a grant, but selected grantees will be required to become members prior to the release of funds. Learn more about joining Preservation Leadership Forum

Public agencies, 501(c) (3), and other nonprofit organizations are eligible.  Applicants that have received previous National Trust financial assistance are eligible provided that all grant requirements are current.

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.

Grant Conditions

Applicants must be capable of matching the grant amount on a one-to-one basis. Due to the economic impacts caused by COVID-19, the National Trust is temporarily changing its matching fund requirement and allowing for both cash and in-kind donations to count toward the one-to-one required match.

The required match can come from private or public sources, from income earned from registration fees or sales, or from fundraising activities. In-kind donations of labor, materials or services will also be considered eligible for meeting the matching requirement. Matching funds must be used to fund eligible expenses listed below. Other funding from the National Trust may not be used to match a grant from the Sam and Mary Cooke Preservation Fund for Hawai’i.

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.
  • 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 Sam and Mary Cooke Preservation Fund for Hawai’i grant funds.
  • Consultants, if being used, must be approved by the National Trust before grant funds are disbursed. Board members of the application 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 either begin within six months of award date or a formal extension must be requested by email. Failure to begin the project or request an extension in this time frame 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 and Historic Hawai’i Foundation financial support in all printed materials generated for the project.
  • Within one year from the grant disbursement date, a final report and financial accounting of the expenditure of the grants must be submitted.  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 race, color, religion, sex, age, national origin or sexual orientation.  This obligation also extends to disabled veterans, Vietnam-era veterans, and handicapped persons.

Eligible Activities

Grants from the Sam and Mary Cooke Preservation Fund for Hawai’i are awarded to preserve historic places in Hawai’i. Grant funds can be used to launch new initiatives or to provide additional support to on-going efforts. Grants awards may be made for activities and projects such as:

  • Obtaining the services of consultants with expertise in the areas such as archaeology architecture, planning, engineering, economics, law, fundraising, organizational development, media relations, and education
  • Sponsoring preservation conferences and workshops
  • Designing and implementing innovative preservation educations programs
  • Designing, producing, and marketing printed materials or other media communications to advance historic preservation
  • The acquisition of historically significant land and/or buildings
  • The purchase of perpetual easements
  • Restoration, rehabilitation, stabilization, and preservation of designated historic sites and structures, including bricks-and-mortar construction and work to preserve archaeological sites

Ineligible Activities

  • Academic research

Eligible Expenses

  • Fees for consultant services
  • Nonprofit applicants may include staff salaries for staff members directly working on the funded project
  • Speaker/faculty costs (honoraria, travel, and lodging), room rental for conferences
  • Mailing costs for distribution of materials
  • Web site development
  • Acquisition costs
  • 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.
  • Construction or other capital improvement costs

Ineligible Expenses

  • Organizational overhead costs
  • Catering, food and beverage, entertainment
  • Expenses incurred prior to application date

Criteria

The National Trust review committee, working with the Historic Hawai’i Foundation, will select grant recipients by considering, among other points, the following criteria:

  • 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, neighborhoods or communities
  • The adequacy of plans for the future maintenance of the property or the continuation of 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 Sam and Mary Cooke Preservation Fund for Hawai’i application:

  • Up to four digital images of high quality (300 dpi) with date, caption and credit information
  • 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)
  • or resume(s) of staff who will be implementing the project.
  • Resume of personnel administering project
  • Up to three letters of endorsement (optional)
  • Letter of consent from property owner (if applicant does not own property)
  • Completed application form

Application

The Sam and Mary Cooke Preservation Fund for Hawai’i uses the same application as the National Trust Preservation Fund.  Projects Located in Hawai’i will automatically be considered for this fund.  Click here to access the application. (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.