SOURCES OF PRESERVATION FUNDING IN MASSACHUSETTS

Last updated: June 2008

 

Grants—State or Federal

 

Department of Conservation and Recreation (DCR)

 

Historic Landscape Preservation Grant (this program is currently not funded)

Between 1998 and 2003, offered funding in support of the preservation and restoration of historic

landscapes.  Although no longer making grants, the program staff is able to offer some technical assistance.

 

·         Site must be listed on or eligible for the National or State Register of Historic Places.

·         Deadline: May 15

 

More information is available by contacting the Historic Landscape Preservation Initiative, Department of Conservation and Recreation at (617) 626-1380 or online at http://www.mass.gov/dcr/stewardship/histland/histland.htm

 

 

Department of Housing & Community Development

 

Community Development Action Grants (CDAG)

Funds economic development projects on publicly owned or managed property.

 

·         Priority is given to projects which provide substantial employment or other direct benefit for low-income persons.

·         Priority is given to projects which significantly improve the condition of a low-income neighborhood.

·         Priority is given to projects which provide reinforcement for other housing or community development related investments by the Commonwealth.  

·         Eligible projects include work on buildings or other structures, facades, streets, roadways, thoroughfares, sidewalks, rail spurs, utility distribution systems, water and sewer lines, parks, playgrounds; site preparation and improvements, including demolition of existing structures; relocation assistance; other revitalization of the area in which the project is located.

 

More information is available by contacting the Department of Housing & Community Development, Division of Community Services at (617) 573-1400 or online at

http://www.mass.gov/dhcd/components/cs/1PrgApps/CDAG/default.HTM

 

 

Community Development Fund (CDF)

Provides funding for numerous downtown-related needs.

 

·         Limited to communities with a long-term downtown plan and an existing downtown organization with at least 6 months of active effort, subject to approval by DHCD. 

·         Projects must satisfy a national objective. 

 

More information is available by contacting the Department of Housing & Community Development, Division of Community Services at (617) 573-1400 or online at http://www.mass.gov/dhcd/components/cs/1PrgApps/CDBG/default.HTM.

 

 

Massachusetts Affordable Housing Trust Fund (AHTF)

Supports the creation or preservation of housing that is affordable to people with incomes that do not exceed 110% of median income, as defined by HUD.

 

·         Eligible applicants include governmental subdivisions, community development corporations, local housing authorities, community action agencies, community-based or neighborhood-based non-profit housing organizations, other non-profit organizations, for-profit entities, and private employers.

·         AHTF funds may be used for permanent or transitional housing for the homeless, and for the modernization, rehabilitation and repair of public housing.

·         Financial assistance can come in forms such as deferred payment loans, low or no interest amortizing loans, down payment and closing cost assistance for first-time homebuyers and matching funds for municipalities that sponsor affordable housing projects.

 

More information is available by contacting the Department of Housing and Community Development at www.mass.gov/dhcd/Temp/AHTG.pdf.

 

Ready Resource Fund (RRF)

Provides funds for economic development.

 

·         Communities must have a long-term downtown plan and an existing downtown organization with at least one year of active effort. 

·         Projects must satisfy a national objective. 

 

More information is available by contacting the Department of Housing & Community Development, Division of Community Services at (617) 573-1400 or online at http://www.mass.gov/dhcd/components/cs/1PrgApps/RRF/default.HTM.

 

 

Division of Conservation Services

 

Land & Water Conservation Fund

Assists cities and towns in acquiring and developing land for park and outdoor recreation purposes.

 

·         Provides up to 50% of the total project cost for the acquisition, development and renovation of park, recreation or conservation areas.

·         Municipalities, special districts and state agencies are eligible to apply.

·         Deadline: October 1.

 

More information is available by contacting the Division of Conservation Services at http://www.mass.gov/envir/dcs/landwater/default.htm.

 

Massachusetts Self-Help Program

Assists municipal conservation commissions acquiring land for natural resource and passive outdoor recreation purposes.

 

·         Lands acquired may include wildlife, habitat, trails, unique natural, historic or cultural resources, water resources, forest, and farm land.

·         Pays for the acquisition of land, or a partial interest (such as a conservation restriction), and associated acquisition costs such as appraisal reports and closing costs.

·         Deadline: August 1.

 

More information is available by contacting the Division of Conservation Services at http://www.mass.gov/envir/dcs/selfhelp/default.htm.

 

Massachusetts Urban Self-Help Program

Assists cities and towns in acquiring and developing land for park and outdoor recreation purposes.

 

·         Town must have a population of 35,000 or more year-round residents, or have an authorized park /recreation commission and conservation commission.

·         Grants are available for the acquisition of land, and the construction, restoration, or rehabilitation of land for park and outdoor recreation purposes such as swimming pools, zoos, athletic play fields, playgrounds and game courts.

·         Deadline: August 1.

 

More information is available by contacting the Division of Conservation Services at http://www.mass.gov/envir/dcs/urban/default.htm.

 

Smart Growth Technical Assistance Grants

Provides up to $30,000 per community to implement smart growth zoning changes and other activities that will improve sustainable development practices locally.

 

·         A local match of 15% of state funds is required.

·         Preference for activities that will improve sustainable development practices, including innovative and transferable activities; realize a commitment from a community's Commonwealth Capital application; or implement a specific Community Development or Master Plan action

·         Deadline: August 16.

 

More information is available by contacting the Division of Conservation Services at http://www.mass.gov/envir/dcs/landwater/default.htm.

 

 

Division of Housing Development

 

The Housing Stabilization Fund (HSF)

Support comprehensive neighborhood redevelopment efforts, and to help developers and municipalities acquire, preserve and rehabilitate affordable housing.

 

·         For-profit developers, non-profit developers, and municipalities in cooperation with any of the aforementioned entities.

·         Maximum funding per application is $750,000.

 

More information is available by contacting the Division of Housing Development at (617) 573-1320 or http://www.mass.gov/?pageID=ehedterminal&L=3&L0=Home&L1=Housing+Development&L2=Affordable+Home+Ownership+Development&sid=Ehed&b=terminalcontent&f=dhcd_hd_hsf_hsf&csid=Ehed

 

Public Works Economic Development Program (PWED)

Assists municipalities in funding transportation infrastructure that will stimulate economic development.

 

·         Projects must be consistent with the Commonwealth’s Sustainable Development Principles. 

·         Grant must create or retain jobs and increase local tax revenue, especially where most needed.

·         Deadlines occur quarterly.

 

More information is available by contacting the Executive Office of Transportation at http://www.eot.state.ma.us/default.asp?pgid=content/EOTGrantsPWED&sid=about

 

 

Executive Office of Transporation

 

Transportation Enhancement Program

Provides funds for transportation enhancement activities.

 

·         Eligible projects include historic preservation, rehabilitation and operation of historic transportation buildings, provision of facilities for pedestrians and bicycles, landscaping and other scenic beautification, and preservation of abandoned railway corridors, including conversion of use for pedestrians and bicycles. 

 

More information is available by contacting the Executive Office of Transportation at (617) 973-7000 or online at http://www.eot.state.ma.us/default.asp?pgid=content/enhanceProgram&sid=about.

 

 

Massachusetts Cultural Council

 

The John and Abigail Adams Arts Program

Provides funds to promote the use of cultural resources as a tool for economic development.

 

·         Eligible projects have the capacity to stimulate income, create or enhance jobs, develop entrepreneurial cultural enterprises and encourage cultural activity, cultivate the local or state economy, and attract tourism related cultural organizations and activity.

·         To be eligible for funding, the proposal must have at least three organizations involved as partners, one of which must be a cultural organization.

·         Applicants must provide dollar for dollar match to the grant awarded.

 

More information is available by contacting Massachusetts Cultural Council at (617) 727-3668 or online at http://www.massculturalcouncil.org/

 

 

Massachusetts Cultural Facilities Fund

The Massachusetts Cultural Facilities Fund is a new initiative of the Commonwealth of Massachusetts. The Fund was created as part of a major economic stimulus bill that was approved by the Massachusetts Legislature in July 2006. The legislative appropriation to the Fund for its first year was $13 million.

 

The goal of the Cultural Facilities Fund is to increase investments from both the public sector and the private sector to support the sound planning and development of cultural facilities in Massachusetts.

The Fund will provide Capital Grants and Feasibility and Technical Assistance Grants to promote the acquisition, design, repair, rehabilitation renovation, expansion, or construction of nonprofit cultural facilities in Massachusetts. All grants from the Fund must be matched with cash contributions from the private or public sector.

 

·         Eligible applicants include nonprofit cultural organizations and (subject to some limitations) municipalities and institutions of higher education that own cultural facilities.

·         Award Ranges and Cash Matching Requirements: TBD once the 2009 fiscal year budget is finalized.

·         Deadlines: TBD once the 2009 fiscal year budget is finalized.

 

More information is available by contacting Massachusetts Cultural Council at (617) 727-3668 or online at http://www.massculturalcouncil.org/facilities/facilities.htm

 

 

Massachusetts Development Finance Agency

Predevelopment Assistance

Downtown real estate development projects in an economic target area are eligible for technical assistance funding. 

 

·         Awards range from $5,000 to $25,000 ($20,000 for non-profits) and require a match. 

·         Projects must be eligible under Economic Development Financing Program.

·         Eligible projects include market and feasibility analysis, preliminary architectural or engineering plans appraisals, development consultants, structural or mechanical analysis, traffic studies, historic consultants, legal organization or titles, topographic mapping, civil survey, marketing, pre-leasing material, and environmental testing.

 

 

 

Massachusetts Historical Commission (MHC)

 

Massachusetts Preservation Projects Fund (MPPF)

Through the MHC, this program provides funding for the acquisition, preservation, and rehabilitation of historic properties, landscapes, and sites. 

 

·         Eligible properties must be listed in or eligible for listing in the State Register of Historic Places

·         Eligible projects must be under municipal or private non-profit ownership.

·         Predevelopment projects such as feasibility studies, plans and specification, and historic structures reports are also eligible activities. 

·         This is a 50% reimbursable matching grant program. 

·         Deadline: June 24.

 

More information is available by contacting the Massachusetts Historic Commission at http://www.sec.state.ma.us/mhc/mhcmppf/mppfidx.htm.

Grants—Non-profit

 

1772 Foundation

Successful grant applications in the past have demonstrated positive community impact, multiple partners, a solid financial and management structure, creative programming, modern relevancy, and a willingness to support a network of historic sites in the geographic and/or thematic area.

 

·         What They Fund:

Bricks and Mortar Restoration projects

Revolving or Endangered Properties Funds

Agricultural, Transportation, and Industry Museums and Sites

Restoration carpentry and crafts schools

Agricultural Education at historic sites

Historic Farmsteads

Mill restorations

Maritime entities

Sustainable/Green restoration and preservation

Greenways that link historic sites

 

More information is available by contacting the 1772 Foundation at http://www.1772foundation.org

 

The Boston Foundation

Supports organizations and programs working in: Arts & Culture, Civic Engagement, Education/Out-of-School Time, Health & Human Services, Housing & Community Economic Development, Urban Environment, and Workforce Development. 

 

·         Eligible organizations must be not for profit groups. 

·         Must be located in the Greater Boston area

 

More information is available by contacting the Boston Foundation at http://www.tbf.org/Home.aspx

 

Crossroads Community Foundation

Provides grant assistance.

 

·         Areas of eligibility include culture, environment, economic development, and capacity building. 

·         Eligible projects include assistance to local arts initiatives, historic preservation, environmental

      studies, non-profit agency strategic plans, and micro-loans programs. 

·         Limited to projects within 27 MetroWest communities.

 

More information is available by contacting the Crossroads Community Foundation at (508) 647-2260 or online at http://www.ccfdn.org/.

 

Essex National Heritage Commission Partnership Grant Program

Provides seed money to organizations for heritage education, preservation, interpretation, archives and trails projects.

 

·         This is a dollar for dollar matching grant program.

·         Eligible organizations must be not for profit or public entities. 

·         All projects must take place within the geographic boundaries of the Essex National Heritage Area.

·         Must be listed or eligible for listing on the State or National Register of Historic Places. 

·         Deadline: April 1.

 

More information is available by contacting the Essex National Heritage Area at http://www.essexheritage.org/partnershipgrant/.

 

Berkshire Taconic Community Foundation

 

The James and Robert Hardman Fund

Supports projects that cover the arts, culture, historic preservation, health, human and social services, education and the environment.

 

·         Eligible organizations must be not for profit or public entities. 

·         Must be located in North Adams, Clarksburg, Florida, MA or Stamford, VT.

·         Deadline: May 1.

 

More information is available by contacting the Berkshire Taconic Community Foundation at http://www.berkshiretaconic.org/.

 

 

The Getty Foundation

The Getty Foundation fulfills the philanthropic mission of the Getty Trust by supporting individuals and institutions committed to advancing the understanding and preservation of the visual arts locally and throughout the world. Through strategic grants and programs, the Foundation strengthens art history as a global discipline, promotes the interdisciplinary practice of conservation, increases access to museum and archival collections, and develops current and future leaders in the visual arts. The Foundation carries out its work in collaboration with the Getty Museum, Research Institute, and Conservation Institute, to ensure that the Getty programs achieve maximum impact.

 

·         The Foundation offers a variety of grants for research, conservation, and museums.  The conservation grants can be used for historic buildings and archaeological sites.

·         For a list of programs, eligibility, deadlines, and awards, please see http://www.getty.edu/grants/

 

More information is available at http://www.getty.edu/foundation/.

 

 

Historic Boston, Inc

Steeples Project

Helps Boston religious property stewards maintain their buildings (churches, synagogues, mosques, and meeting houses used for worship).

 

·         This is a dollar for dollar matching grant program.

·         Building must be listed in, or eligible for listing in the National Register of Historic Places

·         Must be a historic religious property located in Boston.

·         Grants help fund comprehensive building assessments, repairs to building envelopes, and the illumination of steeples, towers, and domes.

·         Grant categories:

o        Technical Assistance (up to $10,000)

o        Major Repairs (up to $50,000)

o        Lighting (to illuminate prominent architectural features to highlight important

                  architectural features) (up to $10,000)

 

More information is available through Historic Boston, Inc. at www.historicboston.org/steeples_project.htm.

 

Hyams Foundation 

Provides grant assistance for low income neighborhoods.

 

·         Eligible projects include housing rehabilitation, economic development, crime prevention and maintenance of urban open space. 

·         Priority is given to projects in Boston, Cambridge, Chelsea, Lynn and Somerville

 

More information is available by contacting the Hyams Foundation at (617) 426-5600 or online at http://www.hyamsfoundation.org/.

 

 

Institute of Museum and Library Services

The Institute of Museum and Library Services is the primary source of federal support for the nation’s 122,000 libraries and 17,500 museums. The Institute's mission is to create strong libraries and museums that connect people to information and ideas. The Institute works at the national level and in coordination with state and local organizations to sustain heritage, culture, and knowledge; enhance learning and innovation; and support professional development.

 

·         The IMLS offers a variety of grant programs.  For a list of programs, eligibility, deadlines, and awards, please see http://www.imls.gov/

 

 

Mabel Louise Riley Foundation

Provides grant assistance.

 

·         Areas of eligibility include community development in low income and minority neighborhoods, job development and training, housing, historic preservation, building acquisition, community planning and organizational development. 

·         Support for projects outside the City of Boston and vicinity is limited.

 

More information is available by contacting the Mabel Louise Riley Foundation at (617) 399-1850 or http://www.rileyfoundation.com/.

 

 

Massachusetts Foundation for the Humanities

Mass Humanities supports public humanities projects. Public humanities projects bring historical, cultural or ethical perspectives to bear on topics and issues of interest to our communities. These projects can take many different forms, but they have the following characteristics in common. They:

 

·         Engage participants in thinking critically about fundamental questions of value, purpose, and meaning.

·         Promote better understanding of ourselves and others, past and present.

·         Are conducted in a spirit of open and informed inquiry.

·         Involve partnerships between community organizations, cultural institutions, and scholars in the humanities.

·         The Foundation makes project grants to support lecture series, professional development for teachers, public forums, post or pre-performance discussions, film screenings with discussions, reading and discussion programs, oral history projects, and other public humanities activities in Massachusetts. In most cases, the maximum award for a grant for a public program is $5,000, and most proposals the Foundation receives fit under the general category of "public program."

·         Projects that address the "Liberty and justice for all" theme, cultural economic development projects, and pre-production media projects are eligible for a maximum of $10,000. The Foundation also gives project grants to support exhibitions, publishing subventions, and media (radio, film, or video) projects. All of these grant opportunities are described below. Smaller grants are available; they have their own application requirements.

·         Any non-profit organization, whether or not it has 501(c)(3) status, is eligible for MFH funding

 

More information is available  at http://www.mfh.org/index.htm

 

 

Loans

 

Real Estate Development Loans/Guarantees

Projects involving redevelopment of blighted or surplus property are eligible for permanent first position financing. 

 

·         Multi-tenant commercial, industrial, retail and mixed use projects qualify.

·         Loans are up to $3 million with a maximum term of 10 years; guarantees are up to $500,000.

 

 

 

 

Tax Credits

 

Massachusetts State Historic Rehabilitation Tax Credit:  A tax credit of 20% of the cost of a substantial rehabilitation of an historic building that is used for an income-producing purpose.

 

·         Properties must be certified as historic by the Massachusetts Historical Commission

·         Properties must be at least 50 years old

·         Can be combined with the Federal rehab tax credit

 

More information is available by contacting the Massachusetts Historic Commission at http://www.sec.state.ma.us/mhc/mhctax/taxidx.htm.

 

 

Federal Rehabilitation Investment Tax Credit

The Federal Historic Preservation Tax Incentives program encourages private sector rehabilitation of historic buildings and is one of the nation's most successful and cost-effective community revitalization programs. It generates jobs and creates moderate and low-income housing in historic buildings.

 

The program is administered by National Park Service and the Internal Revenue Service in partnership with State Historic Preservation Offices.

 

·         The 20% rehabilitation tax credit applies to any project that the Secretary of the Interior designates a certified rehabilitation of a certified historic structure. The 20% credit is available for properties rehabilitated for commercial, industrial, agricultural, or rental residential purposes, but it is not available for properties used exclusively as the owner's private residence.

·         Current tax incentives for preservation, established by the Tax Reform Act of 1986 (PL 99-514; Internal Revenue Code Section 47 [formerly Section 48(g)]) include:

·         20% tax credit for the certified rehabilitation of certified historic structures.

·         a 10% tax credit for the rehabilitation of non-historic, non-residential buildings built before 1936.

·         For both credits, the rehabilitation must be a substantial one and must involve a depreciable building.

 

More information is available at: http://www.nps.gov/history/hps/tps/tax/index.htm