| Done | Funder | Status | Type | Region | OLU Program / Fit | Amount / Ask | Deadline / Timing | What We Know | Docs / Requirements | Warm Intro / Contact | Next Action | Official Link |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Schumann Fund for New Jersey P1 |
SUBMITTED | LOI / Grant | NJ / Newark alignment | Community access, training, referral, resource-center vision | Submitted ask in LOI | Submitted Aug. 2026 | LOI was built to match Schumann's program priorities and strategy. Newark resource-center concept was included for this funder. | One-page branded LOI; Dale Caldwell personal endorsement package prepared; startup financials available. | Direct grantor submission | Track acknowledgement / follow-up date; do not resend unless requested. | Open | |
| Ellis Foundation P2 |
SUBMITTED | One-page request | Not NJ-specific; giving history leans Pacific Northwest | Community Access & Opportunity Initiative Digital/workforce training + referral/navigation + community voice |
$5,000 requested | Submitted Aug. 2026 | Ellis emphasizes community organizing, root causes of inequity, intersectionality and community-reflective leadership. HUG was referenced as a community-rooted example. | One-page LOI in approved OLU full-width branded format. | Sent to info@ellisfound.org | Monitor for reply. Keep as lower-priority relationship because geographic fit is not strong. | Open | |
| CentiMark Foundation P3 |
OUTREACH SENT | Relationship | Corporate / multi-state; NJ presence | Transition-age youth, digital skills, workforce readiness | No dollar request | Relationship first | Foundation appears to select/preselect organizations rather than operate a broad unsolicited grant process. Outreach was intentionally not framed as a grant application. | No packet attached; short introduction only. | Kathy Slencak — CentiMark contact used | Wait for invitation/interest before sending a grant packet. | Corporate site | |
| Tariq & Asma Farid Foundation (TAFF) P2 |
OUTREACH SENT | Relationship | U.S. + global; Atlanta base | Food security, education, dignity, small-team/community-rooted model | No dollar request yet | Partner-introduction preference | TAFF supports 501(c)(3)s, food security, education, dignity and smaller teams; usually does not favor cold pitches without a partner introduction. | Intro email only. Full one-page overview, IRS letter and financials held until invited. | Sent to taffound@gmail.com | If positive response: ask how to secure partner introduction, then send formal one-page request. | Open | |
| NC Coalition to End Homelessness (NCCEH) P2 |
OUTREACH SENT | Referral / Network | North Carolina | Homelessness referrals, hygiene/basic needs, mobile showers, NC network-building | Not a direct ask | Relationship / future funding pathway | NCCEH is an intermediary/CoC system partner rather than a conventional unrestricted private funder. Best current value is referrals, network access and future homelessness funding pathways. | Intro/referral email sent; no grant packet. | admin@ncceh.org | Seek 15–20 minute conversation and referrals to NC providers/regional partners. | Open | |
| Truist Foundation P1 |
NEXT | Grant | Charlotte / NC footprint | Building Career Pathways to Economic Mobility 18–24 Digital + AI + Workforce Launchpad |
Official minimum: $5,000 OLU planning ask: $25K–$35K TAEP SHINE support benchmark: $15K sponsorship |
Nov. 30, 2026 next grant-cycle deadline | Works with adults 18+. Supports new program launch, curriculum, equipment and career coaching/wraparound pathways. No published average grant size. OLU IRS public-charity status confirmed via 170(b)(1)(A)(vi) / 509(a)(1). | EIN; board list; annual operating budget; project budget; eligibility quiz. IRS status verified online. | Natalie / TAEP may be a warm-intro path after collaboration is discussed. | Finish criteria review → finalize $100K annual Charlotte budget → confirm TAEP partnership/space → choose request amount → apply. | Open | |
| TD Charitable Foundation P1 |
NEXT | Regional Grant | Charlotte / NC in Mid-South region | Economic mobility, community opportunity, training/resources | Planning ask: $20K–$30K Final ask TBD after criteria review |
Sept. 11, 2026 Regional Grant deadline | TD Charitable Foundation supports nonprofit programming in communities it serves. NC contact region is Mid-South. Current concern: confirm acceptable financial documentation for a newly formed nonprofit. | Regional-grant application; budgets and financial documentation; verify startup substitute for prior audit/990. | TAEP has confirmed TD support; possible warm intro after OLU fit is fully vetted. MidSouthCharitableGiving@td.com |
Read full Regional Grant guidelines + FAQ; resolve first-year financial-document question before asking Natalie for referral. | Open | |
| PNC Foundation P1 |
NEXT | Foundation Grant | Mecklenburg County / Western Carolina | Economic development + possible arts/culture component + community-based nonprofit partnership | Planning ask: $15K–$25K TAEP SHINE benchmark: $5K |
Contact local rep before applying | PNC Foundation priorities include early education, arts & culture and economic development. Mecklenburg is explicitly eligible. | Eligibility quiz; local representative contact before application. | Maddie Myers Charlotte / Western Carolina 704-643-5578 Potential TAEP warm intro |
Take eligibility quiz → decide Foundation Grant vs charitable sponsorship vs trust route → contact/seek intro. | Open | |
| Alliance Health P2 |
NEXT | Sponsorship | Mecklenburg County eligible | Social drivers of health, positive developmental outcomes, ongoing partnership | Amount not fixed; TAEP benchmark: $1K | Submit at least 60 days before event; committee meets monthly | Priority to programs serving Alliance's seven-county area including Mecklenburg. 501(c)(3) preferred. One request per organization per calendar year. | Online sponsorship form; supporting docs can be uploaded. | SponsorshipRequests@AllianceHealthPlan.org for questions; form must be submitted online. | Decide whether OLU training program has a strong social-driver-of-health framing or whether to reserve Alliance for a public program/event. | Open | |
| Ferguson Cares P1 |
NEXT | Grant | Ferguson U.S. footprint; strong VA/Tidewater strategic fit | Clean water & sanitation / mobile showers Also skilled trades pathway |
Amount not publicly fixed | Reviewed quarterly | Official priorities: Housing, Skilled Trades, Clean Water & Sanitation, and Hometown. Requires 501(c)(3) and location in Ferguson footprint. | Purpose statement; detailed program/use of funds; volunteer opportunities; impact metrics; supporting materials if applicable. | Potential employee volunteer angle | Build mobile hygiene/sanitation concept budget and verify closest Ferguson market/site before submitting. | Open | |
| Publix Super Markets Charities P1 |
NEXT | Grant | NC / VA eligible Southeast footprint | Housing/shelter, homelessness, hunger, youth/education | Amount varies; planning ask previously discussed: $10K–$25K | Aug. 31, 2026 for housing/shelter | Housing/shelter requests run July 1–Aug. 31. Hunger requests run Mar. 1–Apr. 30. Other nonprofit/sponsorship requests may be year-round. | Online registration/request process; annual registration updates. | No warm intro identified yet | Choose NC or VA homelessness-stabilization program; submit before Aug. 31 if using housing/shelter category. | Open | |
| Ally Charitable Foundation P2 |
RESEARCH | Corporate Giving | Charlotte is a hometown market | Workforce development, financial education, economic mobility | TAEP SHINE benchmark: $1K OLU ask TBD |
Open route not yet verified | Ally publicly states philanthropic focus on affordable housing, financial education and workforce development; Charlotte and Detroit are hometown markets. | Need to confirm whether current nonprofit applications are open, invitation-based or relationship-led. | TAEP has previous Ally support — possible warm-intro value | Verify application route before asking Natalie for an introduction. | Giving info | |
| Northwood / Northwood Office P3 |
RESEARCH | Likely Sponsorship / Corporate | Charlotte / Ballantyne | Potential space/community sponsorship / local corporate support | TAEP SHINE benchmark: $5K | No open grant route verified | Appears connected to Charlotte/Ballantyne community activity. We have not yet confirmed a public grant application process. | Need exact corporate giving/sponsorship route. | TAEP has existing support history | Verify entity and giving channel before asking for referral. | Corporate site | |
| Walmart Spark Good Local Grants P1 |
READY AFTER VERIFICATION | Local Grant | Local store/service-area based | Basic needs, hygiene, food/water, community distribution | Previously planned ask: $5,000 | 2026 cycle active; exact current cycle dates should be checked in portal | Open local grants through Walmart/Sam's Club facilities. Deed verification is required for grant eligibility. | Deed verification + local service-area match + Spark Good account. | Local facility-by-facility strategy | Confirm Deed/IRS record is now fully updated, then apply to facilities matching actual service areas. | Open | |
| Community Foundation of Greater Greensboro P2 |
WATCH / PREP | Community Grant | Greensboro / Guilford County | Economic mobility, workforce/digital skills, health/wellness | Previously identified planning range: up to $25K | Previously identified Aug. 31–Sept. 30, 2026 cycle — reverify before submission | Strongest only if OLU can document real Greensboro/Guilford service delivery. | Local program evidence + nonprofit documentation + project budget | No warm intro identified | Confirm current cycle and establish local delivery/partner evidence before applying. | Open |
| Target | Working Ask | Best Funding Component | Warm Intro Strategy | Readiness |
|---|---|---|---|---|
| Truist | $25K–$35K | Lead program launch, curriculum, trainer/program-development, technology/equipment | Possible TAEP/Natalie intro after partnership discussion | Criteria review underway |
| TD | $20K–$30K | Economic mobility, access, participant pathways, program delivery | Possible TAEP/Natalie intro after startup-financial eligibility is resolved | Review now |
| PNC | $15K–$25K | Economic development + creative/arts workforce + local community partnership | TAEP relationship + local PNC rep | Eligibility quiz next |
| Ally | TBD | Technology access, workforce development, economic mobility | TAEP warm introduction may be particularly useful | Verify route |
| Document / Asset | Status | Use |
|---|---|---|
| IRS 501(c)(3) determination letter | READY | Confirms 170(b)(1)(A)(vi) public-charity status / 509(a)(1) eligibility. |
| OLU one-page branded LOI format | READY | Full-width navy/red/gold header; standard format for one-page funder letters. |
| Startup financials | READY / UPDATE AS NEEDED | Useful for small grants and first-year explanations. |
| Dale Caldwell personal endorsement | READY | Use selectively where supporting letters are allowed/helpful. |
| $100K Charlotte training roadmap + budget | IN DEVELOPMENT | 4 cohorts × 12 participants; 48/year; 2 trainers; technology; space; licenses; admin. |
| TAEP partnership / space letter | NOT YET | Only create after Natalie agrees to collaboration, space and role. |
| Board list / affiliations | VERIFY / FORMAT | Needed for Truist and many institutional funders. |
| Charlotte project budget | BUILDING | Needs final TAEP space cost, actual equipment quotes and final trainer hours/rates. |