"A NONPROFIT ORGANIZATION" Children and Youth FUNDING SOURCE REPORT
Helping Churches, Nonprofits, Philanthropists & Local Government Agencies Work Together to Better Serve Urban Communities.
Funding Opportunities From:
Children and Youth Funding Source Report 1 TABLE OF CONTENTS
Annenberg Foundation ...... 1 Bernice Barbour Foundation, Inc ...... 4 Bill & Melinda Gates Foundation ...... 6 Boehringer Ingelheim Cares Foundation ...... 11 Conrad N. Hilton Foundation ...... 13 DJ & T Foundation ...... 16 Fred C. and Katherine B. Anderson Foundation ...... 18 Gladys and Roland Harriman Foundation ...... 20 Lilly Endowment Inc ...... 22 Lingnan Foundation ...... 25 Mertz Gilmore Foundation ...... 27 Moriah Fund ...... 30 Oreg Foundation ...... 33 Raskob Foundation for Catholic Activities ...... 35 Righteous Persons Foundation ...... 37 Target Foundation ...... 39 The Arthur B. Schultz Foundation ...... 41 The Arthur Vining Davis Foundation ...... 43 The Benedict Foundation for Independent School ...... 46 The Braitmayer Foundation ...... 48 The Carl and Lily Pforzheimer Foundation ...... 50 The Chatlos Foundation, Inc ...... 52 The David and Lucile Packard Foundation ...... 54 The Dorothea Haus Ross Foundation ...... 58 The Ella George Children’s Foundation, Inc ...... 60 The Harry and Jeanette Weinburg Foundation ...... 62 The Hearst Foundation, Inc ...... 66 The Jacob and Hilda Blaustein Foundation ...... 68 Verizon Foundation ...... 71 Weeden Foundation ...... 73
2 Children and Youth Funding Source Report Annenberg Foundation Conshohocken, PA, United States | www.annenbergfoundation.org | (610) 341-9268 | [email protected]
Funding Interests SUBJECT S Animal welfare, Arts and culture, Biodiversity, Domesticated animals, Education, Elementary and secondary education, Environment, Family services, Higher education, Museums, Natural resources, Performing arts, Public health, Special population support, Youth development
GEOGRAPHIC FOCUS California, Asia, Africa, Europe, United Kingdom, Israel, New York, France, Pennsylvania
POPULATION Children and youth, Economically disadvantaged people, Low-income people, Military personnel GROUPS SUPPORT Program support STRATEGIES
About Purpose and Activities The mission of the foundation is to provide funding and support to nonprofit organizations in the United States and globally. The foundation and its Board of Directors are also directly involved in the community with innovative projects that further its mission to advance the public well-being through improved communication. The foundation encourages the development of effective ways to share ideas and knowledge and it is committed to core values of responsiveness, accessibility, fairness and involvement. Also, the foundation believes in funding organizations that have a deep level of community involvement, are led by effective leaders and tackle challenging and timely problems. Specific organizational attributes valued by the foundation are: visionary leadership, impact, sustainability, innovation, organizational strength, network of partnerships plus the population being served (thus, creating the acronym VISION+).
Backg round Established in 1989 in PA - Founded by the late Walter H. Annenberg, the Annenberg Foundation is a family foundation established in 1989. He was president, and subsequently, chairman of the Board, of Triangle Publications, which included TV Guide and Seventeen Magazine, as well as radio and TV stations nation- wide.The Annenberg Foundation was established with $1.2 billion, one third of the assets from the sale of Triangle Publications.Upon Walter H. Annenberg's death in 2002, his wife Leonore assumed leadership of the foundation. In March, 2009, Leonore passed away, leaving the foundation's leadership to Wallis Annenberg and three of her children: Lauren Bon, Gregory Annenberg Weingarten and Charles Annenberg Weingarten. At their direction, the foundation has evolved from a traditional grantmaking institution to one that is also directly involved in the community with its unique charitable activities through which large- scale solutions to systemic problems are pursued.
Prog ram Areas (5) Directors' Activities The foundation operates a number of activities which expand and complement the traditional program areas and contribute to systemic change. These activities redefine the boundaries of traditional philanthropy. Among them are explore, championing the selfless acts of others; GRoW, which is dedicated to supporting innovative projects in the arts, education and humanitarian efforts; Metabolic Studio, which aims to transform resources into energy, actions and objects that nurture life; Annenberg Retreat at Sunnylands, which presents and hosts conferences, retreats and seminars on issues of national and international importance. The Annenberg Space for Photography is a cultural destination dedicated to exhibiting both digital and print photography. The venue is the first solely photographic cultural destination in the Los Angeles area. And, the Wallis Annenberg Center for the Preforming Arts, a major cultural and education hub for audiences of every age and which produces and presents productions with the participation of established stage artists.
Educ ation The Annenberg Learner division of the foundation uses media and telecommunications to advance excellent teaching in American schools. This mandate is carried out chiefly by the funding and broad distribution of educational video programs with coordinated web and print materials for the professional development of K-12 teachers. Annenberg Learner delivers its more than 100 multimedia courses and workshops free through learner.org.
Nonprofit Development Annenberg Alchemy is a free capacity building and leadership development program designed to assist small to midsized Los Angeles-based nonprofit organizations and their leaders. The sole cost of admission is the attendance of the nonprofit's executive director and board chair during the sessions. Annenberg Alchemy includes two phases: Leadership Seminar, Alchemy's signature course, and Alchemy+, the higher level course for graduates of Leadership Seminar who want to take their learning further.
Program-Related Investment In 1997, the foundation made a one-time, interest-free loan to the Annenberg Rural Challenge.
Project Grantsmanship In partnership with other funders, the Annenberg Foundation established Project Grantmanship, offering a comprehensive, hands-on workshop that covers the complete grant development process, from designing sustainable programs and researching funding sources to writing and reviewing actual grant proposals. It is open to paid staff or board members of organizations based in Los Angeles County with IRS 501(c)(3) public charity status and annual budgets under $10 million.
Other Funders to Consider
Children and Youth Funding Source Report 1 Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs Review the reference copy of the application and the foundation's vision/grantmaking guidelines prior to starting the online application process Application form required. Initial Approach: Online grant application Board meeting date(s): Varies Deadline(s): No later than 45 days after the creation of an online grant application account Final notification: 90-120 days GIVING LIMIT AT IONS Giving on a national and international basis. United States giving has an emphasis on the five-county region of Greater Los Angeles; international giving has an emphasis on countries in Africa, Europe and Asia. No support for political activities. No grants to individuals. Requests for capital campaigns and multi-year commitments are discouraged.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,609,958,544 $85,610,590 Gifts Received: $50,267 TOTAL ASSETS T OT AL GIVING Expenditures: $220,056,010 Qualifying Distributions: $133,005,199
Giving Activities include: $85,610,590 for grants
Who's Who See who can introduce you to someone at Annenberg Foundation
Officers and Directors (6) Staff (36) Wallis Annenberg Chair., C.E.O. and Pres. and Director Marsha Bonner Dir., Progs., Community Grantmaking and Special Initiatives Paul J. Mang aniello Treas. and Dir., Investments David Conforti Dir., Special Projects Lauren Bon V.P. and Director Frida Hatami Prog. Evaluator Charles Annenberg Weingarten V.P. and Director Allison Holmes Sr. Dir., Opers. and Strategy Gregory Annenberg Weingarten V.P. and Director Jackie Jaakola General Mgr., The Annenberg Project Cinny Kennard Exec. Dir. Peg g y Krynicki Dir., HR/Ris k Mg mt. Carol Laumen Genl. Mgr., Annenberg Ventures L. Michelle McDonald Dir., Fin. and Accounting Michele McLeod Sr. Project Off. Michael Morrison Dir., Tech and Media Opers. Sylia Obag i Dir., Prog(s). and Opers. Julie Vazquez-Johnson Grants Specialist John Yi Dir., Strategic Initiatives and Fin. Opers., Metabolic Studio Larisa M. Kirgan Opers. Off. Peter Neal General Mgr., Annenberg Learner Doug las Powell Digital Media Mgr. Blanca Edeza Office Mgr. Donna Hauze Sr. Accounting Mgr., Investments Diane Reynolds Investment Coord. Jennifer Stanley Dir., Marketing, Communications, and Education Kristine Inchausti Opers. Analyst Ben Lepley Dig ital Strateg ist and Comms. Assoc. Stacie Pierpoint Sr. Coord., Marketing and Comms. David Scharff Sr. Mgr., Creative Svcs. and Special Projects Anna Stokkebye Digital Design and Production Assoc. Andrew Vuong Graphic Design Assoc. Ebony Butler Desktop Support Technician Katrina Ashley Grants Mgr. Michael Plell AV and Technology Opers. Lead Jenna Diaz-Gonzalez Sr. Prog . Assoc. Juliet Flores Prog. Off. Kavi Lal Sr. Prog . Asst. John Price Systems Engineer and Video Editor Jared Siegel Systems Admin. Julianne Steger Grants Assoc. Katie Yoo Grants Assoc.
2 Children and Youth Funding Source Report Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Hon. Walter H. Annenberg ‡
Annenberg Foundation Family foundation
EIN 236257083 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1025318840 101 West Elm Street Suite 510 Telephone: (610) 341-9268 PUBLICATIONS Conshohocken, PA United States 19428 Fax: (310) 209-1631 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Financial statement County: Montgomery URL: www.annenbergfoundation.org Grants list Metropolitan area: Philadelphia-Camden- ADDITIONAL CONTACT INFORMATION Wilmington, PA-NJ-DE-MD Newsletter Pennsylvania Address: 101 W. Elm St., Ste. 640, Congressional district: Pennsylvania District 13 Conshohocken, PA 19428; Washington, DC Address: 1301 Pennsylvania Ave., N.W., No. 302, Washington, DC 20004, tel.: (202) 783- 0500, fax: (202) 783-0333
MEMBERS HIPS Reg ional Associations of Grantmakers Southern California Grantmakers
Affinity Groups Grantmakers for Effective Organizations Peak Grantmaking, Inc. The Philanthropy Roundtable
Associations and Other Philanthropic Organizations Candid
Children and Youth Funding Source Report 3 Bernice Barbour Foundation, Inc.
Philadelphia, PA, United States | bernicebarbour.org | (215) 419-6000
Funding Interests SUBJECT S Animal adoptions, Animal population control, Animal welfare, Biodiversity, Domesticated animals, Environment, Higher education, Veterinary medicine
GEOGRAPHIC FOCUS National, California, Florida, Pennsylvania, Texas, Colorado, Massachusetts, North Carolina
POPULATION Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Capital and infrastructure, Continuing support, Equipment, Fellowships, General support, Program support, Research, STRATEGIES Technical assistance TRANSACTION TYPES Matching grants
About Purpose and Activities Giving to organizations which provide programs to protect, preserve, and nurture animals, including marine animals and wildlife, in the U.S. Hands-on care, animal health/welfare, and veterinary medical research are priorities.
Backg round Established in 1987 in NJ; funded in 1990 - The foundation was established by Bernice Wall Barbour, a lifelong NJ resident, who devoted much of her thought, energy and resources toward making the lives of animals happier and healthier
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs Application form required. Applicants should submit the following : 1. Listing of board of directors, trustees, officers and other key people and their affiliations 2. Copy of IRS Determination Letter 3. Copy of most recent annual report/audited financial statement/990 4. Detailed description of project and amount of funding requested 5. Copy of current year's organizational budget and/or project budget
Initial Approach: Completed application form Copies of proposal: 2 Deadline(s): July 31 Additional information: There are 2 sets of application instructions: 1 for animal welfare and 1 for university use GIVING LIMIT AT IONS Giving only on a national basis. No support for organizations that do not spay/neuter animals before adopting them out. No grants to individuals, or for indirect costs, litigation, or for costs relating to animals which are not indigenous to the United States, or land acquisition.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $21,559,110 $735,847 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $1,152,212 Qualifying Distributions: $1,028,804
Giving Activities include: $735,847 for grants
Who's Who See who can introduce you to someone at Bernice Barbour Foundation, Inc.
4 Children and Youth Funding Source Report Officers (10) Donors (1) Jacqueline Little Secretary and Vice President Note: If a donor is deceased, the symbol (‡) follows the name. Henry Turmon President Bernice Barbour‡ Kathryn Champ Executive Director and Trustee Sterling Champ Treasurer Judith Little Trus tee Kristina Lloyd Trus tee Heather Lloyd Trus tee Kare n Lloyd Trus tee Alicia Nog ales Trus tee Eve Lloyd Thompson Trus tee
Bernice Barbour Foundation, Inc. Independent foundation EIN 222779967 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2688281261 1650 Market St Ste 1200, 1200 Telephone: (215) 419-6000 PUBLICATIONS Philadelphia, PA United States 19103-7391 URL: bernicebarbour.org Application guidelines ADDITIONAL LOCATION INFORMATION Informational brochure County: Philadelphia Program policy statement (including Metropolitan area: Philadelphia-Camden- application guidelines) Wilmington, PA-NJ-DE-MD Congressional district: Pennsylvania District 03
MEMBERS HIPS Affinity Groups Animal Grantmakers Exponent Philanthropy
Children and Youth Funding Source Report 5 Bill & Melinda Gates Foundation
Seattle, WA, United States | www.gatesfoundation.org | (206) 709-3100 | [email protected]
Funding Interests SUBJECT S Agriculture, Business and industry, Clean water supply, Community and economic development, Community college education, Disasters and emergency management, Diseases and conditions, Economic development, Education, Educational management, Elementary and secondary education, Elementary education, Family planning, Financial services, Graduate and professional education, Health, Health care access, Health care administration and financing, Higher education, HIV/AIDS, Human services, Immunology, Infectious and parasitic diseases, International development, Libraries, Maternal and perinatal health, Medical specialties, Middle school education, Nutrition, Philanthropy, Public health, Public policy, Reproductive health care, Sanitation, Secondary education
GEOGRAPHIC FOCUS National, International, Asia, Developing Countries, South America, Europe, Africa, Nigeria, New York, Washington, Ethiopia, India, California, District of Columbia
POPULATION Academics, Adolescents, Adults, Boys, Children and youth, Economically disadvantaged people, Extremely poor people, Girls, GROUPS Homeless people, Infants and toddler boys, Infants and toddler girls, Infants and toddlers, Low-income people, Men, Men and boys, People with HIV/AIDS, Preteens, Students, Victims of disaster, Women, Women and girls, Young adults, Young men, Young women
SUPPORT Advocacy, Annual campaigns, Continuing support, General support, Program support, Public engagement and education, STRATEGIES Publications, Research, Research and evaluation, Scholarships, Technical assistance, Translation TRANSACTION TYPES Employee matching gifts, Program-related investments
ORGANIZAT ION Coalitions and alliances TYPES
About Purpose and Activities Guided by the belief that every life has equal value, the Bill & Melinda Gates Foundation works to help all people lead healthy, productive lives. In developing countries, it focuses on improving people’s health and giving them the chance to lift themselves out of hunger and extreme poverty. In the United States, it seeks to ensure that all people—especially those with the fewest resources—have access to the opportunities they need to succeed in school and life. Grantmaking areas are: 1) Global Development: to help the world’s poorest people lift themselves out of hunger and poverty; 2) Global Health: to harness advances in science and technology to save lives in developing countries; and 3) U.S. Division: to improve U.S. high school and postsecondary education and support vulnerable children and families in Washington State.
Backg round Established in 1994 in WA as the William H. Gates Foundation - The William H. Gates Foundation, focused on global health, was created in 1994 by Microsoft co-founder William H. "Bill" Gates, III and his wife, Melinda French Gates. Three years later, he and Melinda created the Gates Library Foundation, which worked to bring public access computers with Internet connections to libraries in the United States. Its name changed to the Gates Learning Foundation in 1999 to reflect its focus on ensuring that low-income minority students are prepared for college and have the means to attend. In 2000, to increase efficiency and communication, the two organizations merged into the Bill & Melinda Gates Foundation. In 2006, Warren Buffett, founder of Berkshire Hathaway Inc., pledged 10 million shares of Berkshire Hathaway B stock (valued at approximately $31 billion) to the Bill & Melinda Gates Foundation. Each year, 5 percent of the remaining pledged shares will be transferred to the asset trust, and starting in 2008, the total value of the previous year's gift must be spent. In 2007, the foundation restructured and created a separate organization, the Bill & Melinda Gates Foundation Trust, to oversee the foundation's assets. The trust will include the annual installments of Warren Buffett's gift to the foundation and in turn, will fund the program foundation. Bill and Melinda Gates will be the sole trustees of the asset trust. The original entity, the Bill & Melinda Gates Foundation, conducts the foundation's programmatic and grantmaking activities. Based in Seattle, Washington, the foundation also has offices in Washington, D.C.; Beijing, China; Delhi, India; and London, United Kingdom. The foundation plans to close 50 years after the deaths of its three current trustees - Bill and Melinda Gates, and Warren Buffett. Separately from the foundation, Bill and Melinda Gates and Warren Buffett have made a commitment to The Giving Pledge, an effort to invite the wealthiest individuals and families to give the majority of their wealth to philanthropic causes during their lifetime or after their death
Prog ram Areas (6) Global Development Prog ram The program aims to identify and fund high-impact solutions that can help hundreds of millions of people lift themselves out of poverty and build better lives. The foundation works closely with its partners to support innovative approaches and expand existing ones so they reach the people who are most in need. The program concentrates on the following areas and goals: 1) Agricultural Development: reduce hunger and poverty for millions of farming families in Sub- Saharan Africa and South Asia by increasing agricultural productivity in a sustainable way; 2) Emergency Response: reduce suffering and save lives in regions affected by natural disasters and complex emergencies; 3) Family Planning: bring access to high-quality contraceptive information, services, and supplies to an additional 120 million women and girls in the poorest countries by 2020 without coercion or discrimination, with the longer-term goal of universal access to voluntary family planning; 4) Financial Services for the Poor: alleviate poverty by expanding access to digitally-based financial tools and services.; 5) Global Libraries: ensure that all people, especially those in disadvantaged communities around the world, have access to information through technology in public libraries; 6) Maternal, Neonatal and Child Health: ensure that mothers and babies survive and remain healthy during pregnancy, childbirth, and early childhood; 7) Nutrition: ensure that all children have the nutrition they need for a healthy start in life; 8) Polio: eradicate polio worldwide; 9) Vaccine Delivery:
6 Children and Youth Funding Source Report eliminate vaccine-preventable diseases worldwide; and 10) Water, Sanitation and Hygiene: enable universal access to sustainable sanitation services by supporting the development of radically new sanitation technologies as well as markets for new sanitation products and services, such as the initiative to Reinvent the Toilet in order to bring sustainable sanitation solutions to the 2.5 billion people worldwide who don't have access to safe, affordable sanitation.
Global Health Prog ram The program aims to harness advances in science and technology to save lives in developing countries. The foundation works with partners to deliver proven tools—including vaccines, drugs, and diagnostics—as well as discover pathbreaking new solutions that are affordable and reliable. Equally important is innovation in how it can bring health interventions to those who need them most. The foundation invests heavily in vaccines to prevent infectious diseases— including HIV, polio, and malaria—and support the development of integrated health solutions for family planning, nutrition, and maternal and child health. The program concentrates on the following areas and goals: 1) Discovery and Translational Sciences: direct scientific research toward areas where it can have the most impact and to accelerate the translation of discoveries into solutions that improve people's health and save lives; 2) Enteric and Diarrheal Diseases: eliminate the gap in mortality from enteric and diarrheal diseases between developed and developing countries and to significantly reduce impaired development associated with these diseases in children under age 5; 3) HIV: significantly reduce the incidence of HIV infection and extend the lives of people living with HIV; 4) Malaria: create a world free of malaria; 5) Neglected Infectious Diseases: reduce the burden of neglected infectious diseases on the world's poorest people through targeted and effective control, elimination, and eradication efforts.; 6) Pneumonia: significantly reduce childhood deaths from pneumonia; and 7) Tuberculosis: accelerate the decline in tuberculosis incidence worldwide .
Global Policy and Advocacy Division The division engages in advocacy efforts to promote public policies that advance the foundation's work, build strategic alliances with governments and the public and private sectors, and foster greater public awareness of urgent global issues. The division has teams dedicated to advocacy, policy analysis, and government relations, as well as strengthening the charitable sector in the United States and overseas. In addition to the policy and advocacy staff at the foundation's Seattle headquarters and in Washington D.C., it has a European and Middle East office based in London, country offices in China and India, and representatives in Ethiopia and South Africa. The division works on tobacco control to reduce tobacco-related death and disease in developing countries by preventing the initiation of new smokers, decreasing overall tobacco use, and reducing exposure to secondhand smoke. And, through its charitable sector support it empowers the growing charitable sector with knowledge, tools and a supportive policy environment to unlock more resources, invest more effectively, and achieve greater impact around the world.
Grants to Individuals Prog ram
Matching Gifts Program The foundation matches the monetary gifts of its employees to eligible charitable organizations.
U.S. Prog ram The program's primary focus is on ensuring that all students graduate from high school prepared for college and have an opportunity to earn a postsecondary degree with labor-market value. The approach is to play a catalytic role—to support the development of innovative solutions in education that are unlikely to be generated by institutions working alone and that can trigger change on a broader scale. The foundation also works to address issues of social inequity and poverty in Washington State, where the Gates family has lived for generations and the foundation makes its permanent home. The program concentrates on the following areas and goals: 1) College-Ready Education: support innovation that can improve U.S. K-12 public schools and ensure that students graduate from high school ready to succeed in college; 2) Postsecondary Success: ensure that all low-income young adults have affordable access to a quality postsecondary education that is tailored to their individual needs and educational goals and leads to timely completion of a degree or certificate with labor-market value; and 3) Washington State: create opportunities for all children in Washington State to thrive in stable families, great schools, and strong communities.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs In general, the foundation directly invites proposals by directly contacting organizations. Review funding guidelines and eligibility overview on foundation's web site before initial contact with foundation. No mail-in applications are accepted Application form required. Applicants should submit the following : 1. Copy of IRS Determination Letter
Initial Approach: Online letter of inquiry not exceeding 4 pages only accepted for Global Health; submit formal funding proposal upon invitation from foundation Deadline(s): Generally none Additional information: The foundation will adopt an Open Access policy and require grant recipients to make their research publicly available online. The new policy, which will go into effect Jan. 1, 2015, will be effective for all new projects made possible with funding from the foundation. This means that published research resulting from the foundation's funding will be discoverable and accessible online, the foundation will pay the fees to make the information available and the data accompanying the publications will be available as well. The foundation will ease grant recipients into the policy. During a two-year transition period, publishers will be permitted to apply up to a 12 month embargo period on the accessibility of the publication and its underlying data sets. This embargo period will no longer be allowed after Jan.1, 2017. GIVING LIMIT AT IONS Giving on a national and international basis. No support for projects addressing health problems in developed countries, nor for projects that exclusively serve religious purposes. No direct donations or grants to individuals, and no funding for building or capital campaigns, or for political campaigns and legislative lobbying efforts.
Financials
Children and Youth Funding Source Report 7 FOR FISCAL YEAR ENDED 2017-12-31 $51,830,224,097 $4,415,204,265 Gifts Received: $5,426,194,332 TOTAL ASSETS T OT AL GIVING Expenditures: $6,301,638,262 Qualifying Distributions: $5,456,962,565
Giving Activities include: $4,415,204,265 for grants
Who's Who See who can introduce you to someone at Bill & Melinda Gates Foundation
Officers and Trustees (16) Global Health Scientif ic Advisory Committee (14) Melinda French Gates Co-Chair. and Trustee John Bell Chair. William H. "Bill" Gates, III Co-Chair. and Trustee Yvonne Greenstreet, M.D., M.B.A. William H. Gates, Sr. Co-Chair. Timothy Wrig ht, MD Susan Desmond-Hellmann, M.D., M.P.H. C.E.O. Alan Bernstein, Ph.D., FRSC Christopher Elias Pres., Global Devel. M.K. Bhan, MD Allan C. Golston Pres., U.S. Prog . Zulfiqar A. Butta, Ph.D Trevor Mundel Pres., Global Health Prog. Tumani Corrah, M.D., Ph.D. Mark Suzman Pres., Global Policy & Advocacy H. Robert Horvitz, Ph.D Leigh Morgan C.O.O. Salim S. Abdool Karim, Ph.D Connie Colling sworth Chief Business Opers. Off. Shabir A. Madhi, Ph.D Dale Christian C.I.O. Francine Ntoumi, Ph.D Kurt Fischer Chief HR Off. Harold Varmus , MD Miguel Vega-Pestana Chief Comms. Off. Elias A. Zerhouni, MD Steven Rice Chief H.R. Off. Dan Wattendorf Dir, Innovative Technology Solutions, Global Health Carolyn Ainslie C.F.O. Warren E. Buffett U.S. Prog ram Advisory Board (5) Ann Fudge Chair. Jim Nussle Christopher Edley Edward Glaeser Marg aret Spelling s
Staff (99) Donors (3) Brian Arbogast Dir., Global Devel. Note: If a donor is deceased, the symbol (‡) follows the name. Oliver Babson Dir., Global Policy and Advocacy Bill (William H.) Gates, III Girindre Beeharry Dir., Global Policy and Advocacy, India Office Melinda French Gates David Bley Dir., U.S. Prog . Warren E. Buffett Niranjan Bose Chief of Staff, Global Health Kim Bus h Dir., Global Health Hugh Chang Dir., Global Devel. Gary Darmstadt Sr. Fellow, Global Devel. Susan Byrnes Dir., External Comms., Global Policy & Advocacy Prog. Diane de Ryss Dir., Opers. Adam Gerstenmier Chief of Staff, Global Policy and Advocacy Gargee Ghosh Dir. Devel. Policy and Finance, Global Policy and Advocacy Lance Gordon Dir., Global Health Daniel Greenstein Dir., Education Postsecondary Success, U.S. Prog. Dan Hartman Dir., Global Health Penny Heaton Dir., Global Health Jeremy Hillman Dir., External Communications Toni Hoover Dir., Global Health Dana Hovig Dir., Global Devel. Haris h Iye r Sr. Advisor and Mgr., Scientific Progs. Deborah Jacobs Dir., Global Devel. Gilla Kaplan Dir., Global Health Ke ith Klug man Dir., Global Health Anja Langenbucher Dir., European Office, Global Policy and Advocacy Orin Levine Dir., Global Devel. Jodi Nelson Dir., Strategy Measurement and Evaluations Gavin Payne Dir., U.S. Prog . Vicki L. Phillips Dir., Education, U.S. Prog . Todd Pierce Chief Digital Off. Mike Poole Dir., Global Health Cheryl Scott Sr. Advisor, Global Devel. David Shoultz Dir., Grantee and Partner Engagement Kellie Sloan Dir., Family Planning Rodger Voorhies Exec. Dir., Global Devel. Ray Yip Dir., Global Policy and Advocacy Pamela Anderson Dir., Global Devel.
8 Children and Youth Funding Source Report Shawn Baker Dir., Global Devel. Joseph Cerrell Managing Dir., Global Policy and Advocacy Mariam Claeson Dir., Global Devel. Michael Deich Dir., Global Policy and Advocacy, U.S. and Canada Prog. Anita Zaidi Dir., Vaccine Development, Surveillance, and Enteric and Diarrheal Diseases, Global Health Jennifer Weisman Chief of Staff, Global Health Sam Dryden Sr. Fellow, Global Devel. William Foeg e Sr. Fellow, Global Health Geoffrey Lamb Chief Economic and Policy Advisor, Global Policy and Advocacy Jay Wenger Dir., Global Devel. Chris Wilson Dir., Global Health David Wertheimer Dir., U.S. Prog . Emily Parker Dir. and Chief of Staff, Office of the C.E.O. Katie Ford Dir., Communications Strategy and Execution Jason Hunke Dir., Exec. and Employee Comms. Dr. Paulin Basing a Dir., Global Devel. Pierre Grand Chief of Staff, Global Devel. Nachiket Mor Dir., India Country Office Jamie Morris C.F.O., Global Devel. and Global Growth & Opportunity Amy Pollack, MD Dir., Maternal, Newborn & Child Health Haddis Tadesse Dir., Ethiopia and the African Union Nick Austin Dir., Agricultural Devel., Global Devel. Sarah Hendriks Gender Equality Michael Wieg and Dir., Fin. Svcs. for the Poor Carol Welch Dir., Strategy, Planning and Mgmt. Emilio A. Emini, Ph.D Dir., HIV Prog., Global Health Chris Karp Dir., Global Health Tracia Luh C.F.O. and Dir., Global Health Dr. Andrin Oswald Dir., Life Science Partnerships, Global Health Katie Einterz Owen Dir., Neglected Tropical Diseases, Global Health Greg Ferrante C.F.O., Global Policy and Advocacy, U.S. Prog . Robe rt L. Hughes Dir., K-12 Education, U.S. Prog. Patrick Methvin Dir., Postsecondary Success, U.S. Prog. Jill Nishi Chief of Staff, U.S. Prog. Daniel Green Dir., Prog. Advocacy and Comms., Global Policy and Advocacy Prog . Elisa Keller Dir., Office of the Pres. and Chief of Staff, Global Policy and Advocacy Yinuo Li Dir., China Office Josh Lozman Dir., Program Advocacy and Comms. for women’s and children’s health and gender equality. Rob Nabors Dir., U.S. Policy, Advocacy and Comms. Robe rt Ros e n Dir. Gabriella Stern Dir., Media and External Relations Ankur Vora Dir., Strategy, Innovation, and Impact Sue T aylor C.F.O., Opers. Ruth Atherton Dir., Opers. Bob Benoit C.F.O., Opers. Lauren Bright Dir. Primary Legal Advisor, U. S. Prog. Division and Global Policy & Advocacy Division. Jennifer Deger Dir., Finance and Acctg. Chris Ernst Dir., People and Organization Potential Andrew Farnum Dir., Program-Related Investments Jeremy Forman DIr., Enterprise Architecture, Global Data and Analytics Brian Ivie Dir., Security Opers. Lisa Johnson Dir., Legal and Grants & Contract Svcs. Tim Johnson Dir., H.R. and Chief of Staff Je ff Jone s Dir., Platforms and Human Centered Design, I.T. Merran Kubalak Dir., Strategy, Planning and Mgmt. and Chief of Staff to the C.I.O. Bindi Lassig e Dir., Human Resources Helene Madonick Dir., Legal Svcs., for Opers. of Global Regional Offices Keith Matthews Dir. Thomas Mitchell Dir., Enterprise Business Mgmt. Aaron Moses Dir., Global Facilities, Events, Travel, and H.R. Opers. Lynne Herer Smith Dir., Business Design Shana Tarbell Dir., Global Security Elmar Vinh- T homas Dir., Assurance and Enterprise Risk Mgmt.
Bill & Melinda Gates Foundation Family foundation
Children and Youth Funding Source Report 9 EIN 562618866 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7070625376 Attn: Global Finance and Accounting, P.O Box Contact: Inquiry Admin. PUBLICATIONS 23350 Telephone: (206) 709-3100 Application guidelines Seattle, WA United States 98102 Fax: (206) 709-3180 Annual report ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Financial statement County: King URL: www.gatesfoundation.org Grants list Metropolitan area: Seattle-Tacoma-Bellevue, ADDITIONAL CONTACT INFORMATION WA Informational brochure For grant inquiries: (206) 709-3140. East Coast Congressional district: Washington District 07 Newsletter Office address: P.O. Box 6176, Benjamin Occasional report Franklin Station, Washington, DC 20044, tel.: Prog ram policy statement (202) 662-8130
MEMBERS HIPS Reg ional Associations of Grantmakers Philanthropy Northwest
Affinity Groups Asian Americans/Pacific Islanders in Philanthropy, Hispanics in Philanthropy Inc. Mission Investors Exchange Association of Black Foundation Executives, Inc. Native Americans in Philanthropy Grantmakers for Effective Organizations Peak Grantmaking, Inc.
Associations and Other Philanthropic Organizations African Grant Makers Network Hispanics in Philanthropy Association Of Charitable Foundations Worldwide Initiatives for Grantmaker Support
10 Children and Youth Funding Source Report Boehringer Ingelheim Cares Foundation, Inc. Ridgefield, CT, United States | www.boehringer-ingelheim.us/our-responsibilit... | 203-791-6731 | [email protected]
Funding Interests SUBJECT S Community health care, Disaster relief, Disasters and emergency management, Diseases and conditions, Education, Engineering, Health, Health care access, Health care clinics, Higher education, Human services, International development, Medical support services, Nonprofits, Nursing care, Out-patient medical care, Science, Special population support, STEM education, Youth development, Youth services
GEOGRAPHIC FOCUS Connecticut, Haiti, Louisiana, Alabama, New York, Mexico
POPULATION Children and youth, Economically disadvantaged people, Low-income people, Victims of disaster GROUPS SUPPORT Equal access, Equipment, Financial sustainability, Fundraising, General support, Program support, Regranting, Research STRATEGIES TRANSACTION TYPES Cash grants, Donated products, Employee volunteer services, Grants to individuals, In-kind gifts
ORGANIZAT ION Public charities TYPES
Related Organizations
Affiliated Company: Boehringer Ingelheim Corp.
About Purpose and Activities The foundation supports programs designed to improve access to healthcare for underserved patients, and enhance math and science education for teachers and students in underserved communities; and provides Boehringer Ingelheim pharmaceuticals to uninsured patients in need.
Backg round Established as a company-sponsored operating foundation in 2001 in CT
Prog ram Areas (4) Charitable Donations Program The foundation supports programs designed to provide access to medical care for those in need; promote math and science education; and enhance the communities in which Boehringer Ingelheim operates.
Grants to Individuals Prog ram Assistance to patients who are without pharmaceutical insurance coverage, and who meet certain household income levels with medications to those who need it most, including senior citizens and families living on limited income.
Patient Assistance Program The foundation provides Boehringer Ingelheim pharmaceuticals to patients who are without pharmaceutical insurance and who meet household income levels. Special emphasis is directed toward those who are most in need, including senior citizens and families on limited incomes. Visit https://www.bipatientassistance.com/ for more information.
Product Donation Program The foundation provides Boehringer Ingelheim pharmaceuticals to qualified nonprofit, health, and government organizations including AmeriCares, Direct Relief International, and MAP International. Patients in need who are served by those organizations may access medications that are critically important to their health and well-being free of charge.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs Application form required. Applicants should submit the following : 1. Listing of additional sources and amount of support 2. Copy of current year's organizational budget and/or project budget 3. Contact person
Children and Youth Funding Source Report 11 4. Listing of board of directors, trustees, officers and other key people and their affiliations 5. How project's results will be evaluated or measured 6. Qualifications of key personnel 7. Copy of most recent annual report/audited financial statement/990 8. Copy of IRS Determination Letter 9. Detailed description of project and amount of funding requested 10. Geographic area to be served 11. Brief history of organization and description of its mission 12. Name, address and phone number of organization 13. Population served
Initial Approach: Complete online eligibility quiz and application; download application form and fax or mail completed application for Patient Assistance Program Board meeting date(s): May and Nov. Deadline(s): None Additional information: Applications for the Patient Assistance Program must be filled out by a doctor and should include proof of the applicant's income. GIVING LIMIT AT IONS Giving primarily in northern Fairfield County, CT; giving also to national organizations for Patient Assistance and Product Donation Program. No support for political or religious organizations. No grants for event sponsorships.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $78,282,964 $523,366,957 Gifts Received: $543,596,605 TOTAL ASSETS T OT AL GIVING Expenditures: $527,119,083 Qualifying Distributions: $523,366,957
Giving Activities include: $523,366,957 for grants
Who's Who See who can introduce you to someone at Boehringer Ingelheim Cares Foundation, Inc.
Officers (8) Donors (2) Paul Fonteyne CHAIRMAN/DIRECTOR Note: If a donor is deceased, the symbol (‡) follows the name. Kate O'Connor PRESIDENT Boehringer Ingelheim Pharmaceuticals Inc Karen Ianella PRESIDENT Boehringer Ingelheim Usa Corporation Frank A. Pomer, Esq. VICE PRESIDENT Michelle Potpan TREASURER Adam Price SECRETARY Christian Orth DIRECTOR Jamie Eden DIRECTOR
Boehring er Ing elheim Cares Foundation, Inc. Company-sponsored foundation, Operating foundation
EIN 311810072 LOCATION CONTACT INFORMATION BRIDGE NUMBER 5485078472 900 Ridgebury Rd., P.O. Box 368 Telephone: 203-791-6731 PUBLICATIONS Ridgefield, CT United States 06877-0358 E-mail: bicaresfoundation.rdg@boehringer- Application guidelines ADDITIONAL LOCATION INFORMATION ing elheim.com Prog ram policy statement County: Fairfield URL: www.boehringer-ingelheim.us/our- Metropolitan area: Bridgeport-Stamford- responsibilit... Norwalk, CT ADDITIONAL CONTACT INFORMATION Congressional district: Connecticut District 04 Contact for Patient Assistance Prog.: P.O. Box 66745, St. Louis, MO 63166-674555, tel.: (800) 556-8317, fax: (866) 851-2827
MEMBERS HIPS Reg ional Associations of Grantmakers Connecticut Council for Philanthropy
Affinity Groups Partnership for Quality Medical Donations
12 Children and Youth Funding Source Report Conrad N. Hilton Foundation
Ag oura Hills, CA, United States | www.hiltonfoundation.org | (818) 851-3700 | [email protected]
Funding Interests SUBJECT S Christianity, Clean water supply, Disasters and emergency management, Diseases and conditions, Domesticated animals, Education, Elementary and secondary education, Family services, Foundations, Higher education, Homeless services, Housing development, Human services, Hygiene, In-patient medical care, International development, Mental health care, Multiple sclerosis, Nonprofits, Religion, Sanitation, Sewage utilities, Special population support, Water resources, Water utilities, Youth development
GEOGRAPHIC FOCUS National, International, Global Programs, Asia, Africa, Mexico, Kenya, Tanzania, Florida, New York, Ghana, California, Haiti, Nevada
POPULATION Adolescents, Children, Children and youth, Economically disadvantaged people, Foster and adoptive children, Homeless GROUPS people, Infants and toddlers, Low-income people, Out-of-home youth, People with disabilities, People with HIV/AIDS, People with vision impairments, Substance abusers, Transitioning children, Victims of disaster, Young adults
SUPPORT Capital and infrastructure, Capital campaigns, Continuing support, Curriculum development, Emergency funds, Endowments, STRATEGIES Equipment, Fellowships, General support, Program evaluations, Program support, Publications, Research, Scholarships, System and operational improvements, Technical assistance
TRANSACTION TYPES Employee matching gifts, Matching grants, Program-related investments
ORGANIZAT ION Associations TYPES
About Purpose and Activities The Conrad N. Hilton Foundation supports efforts to improve the lives of disadvantaged and vulnerable people throughout the world by focusing on six strategic initiatives and five major program areas. Potential applicants should see Current Programs for more information.
Backg round Established in 1944 in NV - Conrad N. Hilton, founder of Hilton Hotels, established the Conrad N. Hilton Foundation as a philanthropic trust in 1944. In 1950, the foundation was legally established as a nonprofit corporation, separate from Hilton Hotels Corporation. Upon his death in 1979, Conrad Hilton left nearly his entire estate to the Hilton Foundation. His son, Barron Hilton, joined the foundation in 1950 and has served on the board chair ever since. Over the years, he has contributed many millions to the work of the foundation, and following his father's example, in 2007, Barron Hilton pledged to leave 97% of his estate to the foundation. Steven M. Hilton, son of Barron and grandson of Conrad, joined the foundation in 1983 and was named president in 1998; he is currently also Chair and C.E.O. of the foundation board. Other Hilton family members serve on the foundation board The grantmaker is a signatory to Philanthropy's Promise, an initiative of the National Committee for Responsive Philanthropy (NCRP). By signing on, the grantmaker has committed to allocating the majority of its grantmaking dollars to marginalized communities and at least 25 percent to social justice strategies, such as advocacy, community organizing, and civic engagement. Barron Hilton has committed to The Giving Pledge, and has pledged to give away at least half of his wealth to philanthropy.
Prog ram Areas (14) Children Affected by HIV/AIDS The foundation works to directly impact the lives of hundreds of thousands of young children affected by HIV and AIDS in high-prevalence regions by ensuring that they are better able to realize their full potential for cognitive, social, and physical development.
Confronting Sight Loss Preventing blindness and empowering those facing the challenges of visual impairment.
Conrad H. Hilton Humanitarian Priz e Following selection by an independent international jury, the Conrad N. Hilton Foundation awards the annual $2 million Humanitarian Prize to a nonprofit organization doing exemplary work to alleviate human suffering. Created in 1996, the Prize helps recognize and advance the efforts of the recipient organizations, and calls attention to the worldwide need for humanitarian aid and support.
Educating Students for Hospitality Industry Creating opportunities for the next generation of hotel and restaurant managers.
Ending Chronic Homelessness Making permanent supportive housing a reality for chronically homeless people in Los Angeles County.
Nurturing Catholic Schools Supporting Catholic schools and extending their educational benefit to more youth.
Overcoming Multiple Sclerosis Seeking a cure and improving quality of life for those who are affected by MS.
Preventing Substance Abuse
Children and Youth Funding Source Report 13 Due to youth's vulnerability and the potential lifetime consequences of substance abuse, the foundation has focused its strategy on improving substance abuse outcomes for youth age 15-22 by means of early intervention.
Program-Related Investment The foundation has made a program-related investment to help cover the costs of buying a building and establishing a permanent endowment for a leadership organization. The foundation has made PRIs in the form of low interest loans for capital projects. Historically, the Foundation has made PRIs to support micro-credit lending programs, endowments, renovations, housing development loans, and finance expenses during disasters.
Providing Safe Water Increasing sustainable access to safe water for people in severe need within developing countries.
Responding to Disasters Providing water, sanitation, and other aid to people in the aftermath of natural disasters; promoting disaster preparedness.
Supporting Catholic Sisters Enabling Sisters to advance human development more widely and effectively.
The Marilyn Hilton Award for Innovation in MS Research The goal of the award is to stimulate innovation and advance knowledge that will aid in developing treatments and cures for progressive forms of MS. The foundation is particularly interested in supporting projects that address the development of biomarkers for Progressive MS. The foundation funds the institution for whom the investigators work with grants up to four-years, totaling no more than $900,000 over the grant period. Pre-proposals must be electronically sent and must include a cover page, NIH biography, scientific narrative, and letter of support from the institution to the foundation's MS program at: [email protected]. See foundation web site for detailed information on the program and its application process.
Transition-age Youth in Foster Care Helping U.S. youth transitioning out of the foster care system to find their path to success.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs The foundation accepts requests for proposals only for the Marilyn Hilton Award for Innovation in MS Research. Full proposals are by invitation only. The foundation accepts applications primarily from its specified beneficiaries; unsolicited proposals generally not considered. If application is invited, information will be requested. Application form required. Initial Approach: Electronic submission for RFP Board meeting date(s): Quarterly GIVING LIMIT AT IONS REQUESTS FOR PROPOSALS (RFPS) Giving on a balanced national and international basis. Conrad N. Hilton Foundation Accepting No support for political organizations. Applications for 2020 Conrad N. Hilton Humanitarian Priz e No grants to individuals, or for fundraising events. POSTED: 2019-07-15 DEADLINE: 2019-10-01
Financials FOR FISCAL YEAR ENDED 2016-12-31 $2,692,285,541 $109,524,591 Gifts Received: $15,805,205 TOTAL ASSETS T OT AL GIVING Expenditures: $147,910,340 Qualifying Distributions: $125,403,020
Giving Activities include: $109,524,591 for grants
Who's Who See who can introduce you to someone at Conrad N. Hilton Foundation
Officers and Directors (17) Staff (24) Steven M. Hilton Chair. and Director Kristin Aldana-Taday Prog. Assoc., Domestic Prog(s). Peter Laugham C.E.O. and Pres. Rose Arnold Grants Mgr. Randy Kim V.P. and C.I.O. Jeannine Balfour Sr. Prog. Off., Domestic Prog(s). Judy M. Miller V.P. and Dir., Humanitarian Prize Lis a Bohme r Sr. Prog. Off., Domestic Prog(s). Edmund J. Cain V.P., Grant Prog s. Elizabeth Cheung Sr. Prog. Off., Special Prog(s). Patrick J. Modugno V.P., Admin. and C.F.O. Chris Dunston Sr. Prog. Off., International Prog(s). Monica Emerson Cont. Alexa Eg g leston Sr. Prog. Off., Domestic Prog(s). Donald H. Hubbs Dir. Emeritus Andrea Iloulian Prog. Off., Domestic Prog(s).
14 Children and Youth Funding Source Report William H. Foeg e, M.D., M.P.H. T aryn Le e Dir., HR James R. Galbraith Kara Lemma, Ph.D Prog. Assoc., Catholic Sisters Conrad N. Hilton, III Tenille Metti Prog. Assoc., Domestic Prog (s). William B. Hilton, Jr. Mag g ie B. Miller Mgr., Hilton Humanitarian Prize Hawley Hilton McAuliffe Robert Miyashiro Prog. Assoc., International Prog(s). Joyce Meyer Marc Moorghen Comms. Mg r. Michael O. Hilton Brad Myers Sr. Prog. Off., Catholic Sisters Initiative John L. Notter Bill Pitkin Dir., Domestic Progs. William G. Ouchi Emily Skehan Prog. Assoc., Domestic Prog(s). Gregory Andersen Prog. Off., International Prog(s). Megan Caenepeel Grants Assoc. Shaheen Kasim-Lakha Dir., International Progs. Leah Manning Prog. Assoc., International Prog(s). Rosemarie Nassif Dir., Catholic Sisters Initiative Julia Friedman Communications Mgr. David Mascarina Digital Communications Mgr.
Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Conrad N. Hilton‡ Barron Hilton
Conrad N. Hilton Foundation Family foundation
EIN 943100217 LOCATION CONTACT INFORMATION BRIDGE NUMBER 0145710945 30440 Agoura Rd. Contact: Rose M. Arnold, Grants Mgr. PUBLICATIONS Agoura Hills, CA United States 91301-2145 Telephone: (818) 851-3700 Annual report ADDITIONAL LOCATION INFORMATION Fax: (818) 851-3791 Financial statement County: Los Angeles E-mail: Grants list Metropolitan area: Los Angeles-Long Beach- [email protected] Newsletter Anaheim, CA URL: www.hiltonfoundation.org Occasional report Congressional district: California District 33
MEMBERS HIPS Reg ional Associations of Grantmakers Southern California Grantmakers
Affinity Groups Foundations and Donors Interested in Catholic Grantmakers in Health Activities International Human Rights Funders Group Funders Together to End Homelessness Inc Mission Investors Exchange Grantmakers for Children, Youth and Families Peak Grantmaking, Inc.
Associations and Other Philanthropic Organizations Candid International Human Rights Funders Group
Children and Youth Funding Source Report 15 DJ & T Foundation San Marino, CA, United States | www.djtfoundation.org | (323) 465-9955 | [email protected]
Funding Interests SUBJECT S Agriculture, Animal population control, Animal welfare, Biodiversity, Domesticated animals, Environment, Health, Philanthropy, Wildlife biodiversity, Wildlife sanctuaries
GEOGRAPHIC FOCUS National, New York, California, Tennessee, Canada
POPULATION Children and youth, Economically disadvantaged people, Homeless people, Low-income people GROUPS SUPPORT Capital and infrastructure, Capital campaigns, Continuing support, Equipment, General support, Program support STRATEGIES
About Purpose and Activities Giving only to free or low cost spay/neuter clinics or spay/neuter voucher programs for companion dogs.
Backg round Established in 1995 in CA - Founded by Robert W. "Bob" Barker, who served as the longtime host of the t.v. game show "The Price is Right." He won nineteen Emmy Awards for his hosting, and was inducted into the Academy of Television Arts & Sciences Hall of Fame, as well as into the NAB Broadcasting Hall of Fame.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs Application form required. Applicants should submit the following : 1. Copy of most recent annual report/audited financial statement/990 2. Detailed description of project and amount of funding requested 3. Listing of board of directors, trustees, officers and other key people and their affiliations 4. List of company employees involved with the organization 5. Copy of IRS Determination Letter 6. Staff salaries
Initial Approach: Proposal Board meeting date(s): As needed Deadline(s): None Final notification: Within 6 months of receipt of a complete proposal GIVING LIMIT AT IONS Giving on a national basis. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2018-05-31 $497,993 $3,094,948 Gifts Received: $3,220,150 TOTAL ASSETS T OT AL GIVING Expenditures: $3,228,004 Qualifying Distributions: $3,214,715
Giving Activities include: $3,094,948 for grants
Who's Who See who can introduce you to someone at DJ & T Foundation
Officers (5) Donors (1) Robert W. Barker PRESIDENT Note: If a donor is deceased, the symbol (‡) follows the name.
16 Children and Youth Funding Source Report Robert Louis Valandra FINANCE OFFICER Robert Barker Kent T. Valandra SECRETARY Vicki Valandra BOARD MEMBER Nancy Burnet BOARD MEMBER/ EXECUTIVE DI
DJ & T Foundation Independent foundation EIN 954499239 LOCATION CONTACT INFORMATION BRIDGE NUMBER 0911770666 2275 Huntington Drive, 342 Telephone: (323) 465-9955 San Marino, CA United States 91108 Fax: (323) 446-7187 ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: Los Angeles URL: www.djtfoundation.org Metropolitan area: Los Angeles-Long Beach- ADDITIONAL CONTACT INFORMATION Anaheim, CA Alternate Address: P.O. Box 5109, West Hills, Congressional district: California District 27 CA, 91308
Children and Youth Funding Source Report 17 Fred C. and Katherine B. Andersen Foundation
Bayport, MN, United States | (651) 264-7355
Funding Interests SUBJECT S Arts and culture, Basic and emergency aid, Diseases and conditions, Family services, Health, Higher education, Historical activities, Hospital care, Human services, In-patient medical care, Mental health care, Performing arts, Senior services, Shelter and residential care, Special population support, Youth development
GEOGRAPHIC FOCUS National, Minnesota, Wisconsin
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Capital campaigns, General support, Program support STRATEGIES
About Purpose and Activities Focuses on higher education institutions that do not accept state or federal funding, youth, elderly and health programs in local areas.
Backg round Incorporated in 1959 in MN
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs Proposals must be received in the foundation's office, not postmarked, on or before deadline date. Must include original copy of proposal among the six required. Application form required. Applicants should submit the following : 1. Copy of IRS Determination Letter 2. Copy of most recent annual report/audited financial statement/990 3. Detailed description of project and amount of funding requested
Initial Approach: Letter Copies of proposal: 6 Board meeting date(s): Apr., Aug., and Nov. Deadline(s): Mar. 11, July 15, and Oct. 14 Final notification: Varies GIVING LIMIT AT IONS Giving on a national basis for higher education, locally in MN and western WI for all other areas. No support for federally funded colleges, universities, or endowment programs. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $721,262,091 $25,690,347 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $28,095,000 Qualifying Distributions: $25,827,027
Giving Activities include: $25,690,347 for grants
Who's Who See who can introduce you to someone at Fred C. and Katherine B. Andersen Foundation
Officers (7) Donors (1)
18 Children and Youth Funding Source Report Gregory L. Benson VP/TREASURER Note: If a donor is deceased, the symbol (‡) follows the name. Jerold W. Wulf PRESIDENT Fred C. Andersen‡ Mary Gillstrom VP/SECRETARY/DIRECTOR John D. Piepel DIRECTOR Peter Clements DIRECTOR David M. Erspamer DIRECTOR Vern J. Hill DIRECTOR
Fred C. and Katherine B. Andersen Foundation Independent foundation
EIN 416020920 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1693098175 P.O. Box 80 Telephone: (651) 264-7355 Bayport, MN United States 55003-0080 ADDITIONAL LOCATION INFORMATION County: Washington Metropolitan area: Minneapolis-St. Paul- Bloomington, MN-WI Congressional district: Minnesota District 04
MEMBERS HIPS Associations and Other Philanthropic Organizations Candid
Children and Youth Funding Source Report 19 Gladys and Roland Harriman Foundation New York City, NY, United States | (212) 493-8185
Funding Interests SUBJECT S Child welfare, Community recreation, Diseases and conditions, Education, Education services, Elementary and secondary education, Health, Higher education, Historical activities, Hospital care, Human services, In-patient medical care, Museums, Natural resources, Performing arts, Youth development
GEOGRAPHIC FOCUS National, Canada, Idaho, New York, Maine
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Annual campaigns, Capital campaigns, Endowments, General support STRATEGIES TRANSACTION TYPES Employee matching gifts, Matching grants
ORGANIZAT ION Associations TYPES
About Purpose and Activities Giving primarily for education; support also for youth and social service agencies, arts and cultural organizations, and health agencies and hospitals.
Backg round Established in 1966 in NY - Founded by the late Roland and Gladys Harriman. Roland Harriman was a co-founder of the banking firm Harriman Brothers, which merged with Brown Brothers & Co. to form Brown Brothers Harriman & Co.
Prog ram Area Matching Gift Program The foundation matches directors' gifts to qualified organizations.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs Application form not required. Applicants should submit the following : 1. Copy of IRS Determination Letter 2. Brief history of organization and description of its mission 3. Detailed description of project and amount of funding requested
Initial Approach: Letter Copies of proposal: 1 Board meeting date(s): May and Nov. Deadline(s): Oct. 1 Final notification: 1 month GIVING LIMIT AT IONS Giving on a national basis. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $138,854,922 $7,445,226 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $9,031,215 Qualifying Distributions: $7,755,326
Giving Activities include:
20 Children and Youth Funding Source Report $7,445,226 for grants
Who's Who See who can introduce you to someone at Gladys and Roland Harriman Foundation
Officers (11) Donors (2) Elbridge T. Gerry Jr C PRESIDENT/DIRECTOR Note: If a donor is deceased, the symbol (‡) follows the name. Thomas F. Dixon CHAIRMAN/DIRECTOR Roland Harriman‡ Anna T. Korniczky TREASURER Gladys Harriman‡ Barbara O'Connell SECRETARY. Hillary A. Dixon DIRECTOR Marjorie Northrop Friedman DIRECTOR Wilhelm E. Northrop DIRECTOR Anthony T. Enders DIRECTOR Elbridge T. Gerry, III VP/DIRECTOR William B. Tyree DIRECTOR Adam H. Dixon DIRECTOR
Gladys and Roland Harriman Foundation Independent foundation
EIN 510193915 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1331244678 140 Broadway, 11th Fl. Telephone: (212) 493-8185 New York City, NY United States 10005-1108 ADDITIONAL LOCATION INFORMATION County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 10
Children and Youth Funding Source Report 21 Lilly Endowment Inc. Indianapolis, IN, United States | www.lillyendowment.org | 3179245471
Funding Interests SUBJECT S Arts and culture, Arts services, Christianity, Community and economic development, Community improvement, Disasters and emergency management, Diseases and conditions, Education, Elementary and secondary education, Family services, Graduate and professional education, Higher education, Historic preservation, Historical activities, Housing development, Human services, Museums, Nonprofits, Performing arts, Philanthropy, Public policy, Religion, Special population support, Sports and recreation, Theology, Tribal and indigenous religions, Voluntarism, Youth development, Youth organizing
GEOGRAPHIC FOCUS National, Indiana, Ethiopia, Canada
POPULATION Academics, Adolescents, Adults, American Indians, Boys, Children, Children and youth, Ethnic and racial groups, Girls, GROUPS Homeless people, Infants and toddler boys, Infants and toddler girls, Infants and toddlers, Low-income people, Men, Men and boys, Military personnel, People of African descent, People of Latin American descent, People with disabilities, People with intellectual disabilities, People with physical disabilities, People with psychosocial disabilities, Seniors, Students, Women, Women and girls, Young adults, Young men, Young women
SUPPORT Annual campaigns, Building and renovations, Capital campaigns, Continuing support, Convening, Curriculum development, STRATEGIES Emergency funds, Endowments, Equipment, Fellowships, Financial sustainability, General support, Institutional evaluations, Internships, Land acquisitions, Leadership and professional development, Participatory grantmaking, Pilot programs, Policy, advocacy and systems reform, Professorships, Program evaluations, Program support, Publications, Research, Research and evaluation, Scholarships, Seed money, Technical assistance
TRANSACTION TYPES Employee matching gifts, Matching grants, Pro bono consulting services
About Purpose and Activities The endowment supports religion, education, and community development, with special emphasis on initiatives that benefit youth, that foster philanthropic leadership among nonprofit institutions, and that promote the causes of philanthropy and volunteerism.
Backg round Incorporated in June 1937 in IN - Founded by three members of the Lilly Family- J.K. Lilly Sr. and sons J.K. Jr. and Eli Lilly with gifts of stock in Eli Lilly and Co., the family pharmaceutical business. Gifts of stock in Eli Lilly and Co. remain the financial bedrock of the Endowment. The Endowment, however, is a separate entity from the company, with a distinct governing board, staff and location
Prog ram Areas (11) Community Development The program exists to serve institutions that can make a vital difference in the quality of life for Indianapolis and Indiana. The endowment helps support the physical, intellectual, and human service elements critical to flourishing communities. The thrust is to build the capacity of local leadership to pursue local solutions to local problems. The areas of focus are: 1) Indianapolis initiatives, including arts, culture, and preservation, human services, community development and revitalization, and youth development; 2) Indiana initiatives, including community leadership development, United Ways, community foundations, and global perspective and competitiveness; 3) National initiatives, activity is limited to research, evaluation or demonstration projects of significance to Indiana-based institutions; and 4) Economic public policy initiatives, limited to a number of highly circumscribed programs that may advance free market principles and democratic processes. More information is available at www.lillyendowment.org/communitydevelopment.html.
Educ ation The education grantmaking program seeks to advance all areas of education in the state of Indiana. Special emphasis is given to higher education and to programs designed to increase the number of Indiana residents who have a bachelor's degree. The endowment also funds the Teacher Creativity Fellowship Program to promote the personal and professional renewal of Indiana schoolteachers and education professionals. The Lilly Endowment Community Scholarship Program awards full-tuition scholarships to Indiana students attending Indiana colleges and universities. The endowment also supports on an invitational basis efforts to improve higher education opportunities throughout the country for African-Americans, Hispanics and Native Americans. Occasionally, policy-oriented research projects are funded on major educational issues. Visit www.lillyendowment.org/education.html for more information.
Fundraising and Philanthropy The endowment supports programs (nationally and in Indiana) to increase the charitable giving among Americans; funds efforts to create a body of reliable knowledge about giving and fundraising and to encourage scholarly pursuit of the subject. .
Grants to Individuals Prog ram Fellowships for professional and personal renewal to K-12 public and private school educators who are residents of IN.
Leadership Education The endowment supports and nurtures good stewardship among the trustees and executives of the types of charitable organizations it serves; funds scholarship on the characteristics of able trusteeship and good governance of nonprofit organizations.
Matching Gifts The endowment awards incentive grants to encourage employee giving.
22 Children and Youth Funding Source Report Program-Related Investment
Relig ion The primary aim in this field is to deepen and enrich the religious lives of American Christians, principally by supporting efforts to encourage, support and educate a new generation of talented pastors and to strengthen current pastors in their capacities for excellence in ministry. The endowment seeks to help congregations be vibrant, healthy communities of faith, and encourages efforts that make available and accessible the wisdom of the Christian tradition for contemporary life. The endowment supports seminaries, theological schools and other educational and religious institutions that share these aims. Support is also given for projects that strengthen the contributions which religious ideas, practices, values and institutions make to the common good of our society. The endowment funds national and Indiana clergy renewal programs, administered by Christian Theological Seminary, that enable congregations to support their pastors for an extended time of renewal and reflection. Please visit www.lillyendowment.org/religion.html for information on other major religion programs, such as the Program for Theological Exploration of Vocation, and for connections to other Endowment-funded religion projects.
Scholarship Program: Community Scholarship Program The scholarship is designed to raise the level of educational attainment in Indiana and increase awareness of the potential of Indiana’s community foundations to improve the quality of life of the state’s residents. What scholarship Covers: Tuition or other educational expenses Degree Program: Undergraduate degree Geographic Scope of Student: Indiana resident and Indiana high school graduate Host Countries: USA Population Served: Indiana resident Program Model: Region-based; traditional Additional Resources: http://lillyendowment.org/wp-content/uploads/2018/06/annual-report-2017.pdf .
Teacher Creativity Fellowship Prog ram The program supports creative projects that are personally renewing and intellectually revitalizing to individual Indiana teachers and education professionals. Personal renewal and individual intellectual growth continue to be the primary goals of this program. If the proposed projects also will contribute to students' engagement and learning, applicants are encouraged to discuss that aspect in their applications. The endowment will grant up to 100 Teacher Creativity awards of $10,000 each. Proposals will be judged on substance, clarity, originality and feasibility of the project. Proposals simply to develop new course outlines or lesson units typically do not reflect sufficient imagination, creativity, or thought to merit an award. The endowment also encourages teams of eligible individuals to submit collaborative proposals. If a collaborative project is funded, each participant may receive a $10,000 fellowship. Contact: Barbara S. DeHart, Prog. Dir., tel.: (317) 916-7345. See website for eligibility requirements and application procedure.
Youth The endowment supports direct-service organizations in central Indiana, building the capacity of intermediary organizations throughout the state, and provides professional development for the staffs and volunteer leadership of these organizations. The endowment cofounded and participates in the Summer Youth Program Fund, a collective of grantmakers that fund summer youth programs in Marion County.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs Proposals submitted via fax or e-mail will not be considered Application form not required. Applicants should submit the following : 1. Statement of problem project will address 2. Qualifications of key personnel 3. Copy of IRS Determination Letter 4. Brief history of organization and description of its mission 5. Population served 6. How project will be sustained once grantmaker support is completed 7. Timetable for implementation and evaluation of project 8. Detailed description of project and amount of funding requested 9. Listing of additional sources and amount of support 10. Copy of current year's organizational budget and/or project budget 11. How project's results will be evaluated or measured
Initial Approach: Letter (no more than 2 pages) Copies of proposal: 1 Board meeting date(s): Mar., June, Sept., Nov., and Dec. Deadline(s): None Final notification: Generally 3 to 6 months after formal proposal is submitted Additional information: Two-page letter should include a description of the organization and project, as well as the amount of support needed from the endowment. If the project is judged to be of interest to the endowment, one copy of a complete proposal will be requested and should include the items from above and any additional items requested by the endowment staff. All grantseekers receive written notification of decisions GIVING LIMIT AT IONS Giving limited to IN, with emphasis on Indianapolis, for community development projects (including the arts, preservation, capital building funds, operating funds, and social services). Education funding focused principally on Indiana under invitational grant programs. National giving in religion, philanthropic studies, leadership education, and selected higher education initiatives, principally to increase educational opportunities for minorities. Generally, no support for healthcare programs, mass media projects, libraries, individual elementary/secondary schools, or for individual churches (except as part of invitational grant programs). No grants to individuals (except for fellowships awarded under special programs) or for endowments (except in the context of special initiatives).
Children and Youth Funding Source Report 23 Financials FOR FISCAL YEAR ENDED 2017-12-31 $11,678,575,352 $445,700,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $492,371,786 Qualifying Distributions: $445,700,000
Giving Activities include: $445,700,000 for grants
Who's Who See who can introduce you to someone at Lilly Endowment Inc.
Officers and Directors (16) Staff (25) N. Clay Robbins Chair., C.E.O. ,and Pres. and Director Jessicah Krey Duckworth Prog. Dir., Religion Prog. Sara B. Cobb V.P., Education Judith Cebula Dir., Comms. Diane M. Stenson V.P. and Treas. Charles D. Preston Prog. Dir., Community Devel. Christopher L. Coble V.P., Religion John R. Wimmer Prog. Dir., Religion Ace Yakey V.P., Community Devel. Clarence Crain Prog . Dir., Education Daniel P. Carmichael Barbara S. DeHart Prog . Dir., Education Craig R. Dykstra Ronni KIoth Prog. Dir., Community Devel. William G. Enrig ht, Ph.D Richard O. Ristine Prog. Dir., Community Devel. Charles E. Golden Patricia R. Villars Prog . Dir., Education Eli Lilly, II Jacklyn Dowd Director, Evaluation Mary K. Lisher Robert C. Saler Dir., Lilly Endowment Clergy Renewal Progs., Christian David N. Shane Theological Seminary Peter A. Buck V.P., Investments Ted Maple Prog. Dir., Education and Youth Devel. Ben W. Blanton V.P. , Secy., and General Counsel Susan Haber Prog. Dir., Education and Youth Devel. Julie A. Sieg ler V.P., Admin. Sue Houk Grants Coord. Emily Bryan Cont. Brent Lee Prog. Dir. Sharon Minner Grants Coord., Education and Youth Progs. Vicki Jensen Grants Coord., Religion Chanon Ross Prog. Dir., Religion Brian Williams Prog. Dir., Religion Amelda Butler Coord., Central Svcs. Mary Jo Fuller Librarian and Info. Specialist Tom Petersen IT Specialist Tracie Stuart Coord., Central Svcs. Jackie Dowd Dir., Evaluation Lynn Heckman Financial Assoc.
Donors (4) Note: If a donor is deceased, the symbol (‡) follows the name. Eli Lilly‡ J.K. Lilly, Sr.‡ J.K. Lilly, Jr.‡ Ruth Lilly‡
Lilly Endowment Inc. Family foundation
EIN 350868122 LOCATION CONTACT INFORMATION BRIDGE NUMBER 6585420388 2801 N. Meridian St., P.O. Box 88068 Contact: Ronni Kloth, Comm. Dir. PUBLICATIONS Indianapolis, IN United States 46208-0068 Telephone: 3179245471 Application guidelines ADDITIONAL LOCATION INFORMATION Fax: (317) 926-4431 Annual report (including application guidelines) County: Marion URL: www.lillyendowment.org Occasional report Metropolitan area: Indianapolis-Carmel- Anderson, IN Congressional district: Indiana District 07
MEMBERS HIPS Affinity Groups Association of Black Foundation Executives, Inc. Grantmakers for Children, Youth and Families Consortium of Foundation Libraries Grantmakers for Education
Associations and Other Philanthropic Organizations Candid
24 Children and Youth Funding Source Report Lingnan Foundation Costa Mesa, CA, United States | www.lingnanfoundation.org | (714) 371-4118 | [email protected]
Funding Interests SUBJECT S Education, Graduate and professional education, Higher education, International studies, Social sciences
GEOGRAPHIC FOCUS National, International, China, Hong Kong, California, Vermont, Connecticut, New York
POPULATION Academics, Children and youth, Students GROUPS SUPPORT Capital and infrastructure, Conferences and exhibits, Continuing support, Curriculum development, Fellowships, General STRATEGIES support, Individual development, Internships, Leadership and professional development, Professorships, Program support, Publications, Research, Research and evaluation, Scholarships, Seed money, System and operational improvements
About Purpose and Activities To contribute to the advancement of higher education in South China, and through that process, to promote understanding between Chinese and Americans. The foundation supports scholarly exchange, educational innovation, and service to society.
Backg round Established in 1893 in NY
Prog ram Area W.T. Chan Fellowships Prog ram The W.T. Chan Fellowships commemorate Professor Wing-Tsit Chan, former Dean of Lingnan University and distinguished Professor of Chinese Philosophy and Religion. They also celebrate the Lingnan motto "Education for Service." At their core, the W.T. Chan Fellowships seeks to nurture a life-long commitment to service. Through service, the Fellows explore challenges ranging from intercultural communication and non-profit professionalism to personal growth and leadership development. Fellows are selected on the basis of their commitment to service as well as their maturity, flexibility, experience, personal initiative and creativity. After their selection and orientation, each Fellow is assigned to work at a non-profit organization in the United States that addresses a critical social need. With support and guidance from program organizers, the internships are designed to help the Fellows gain practical experience in service work and inter-cultural cooperation. Fellows live in American homes for the full duration of the program. They also attend seminars on non-profit organization management and community development, cultural events, as well as mandatory weekly reflection meetings while in the United States. See foundation web site for additional information .
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs See foundation web site for application guidelines and procedures Application form not required. Initial Approach: Proposal or letter Copies of proposal: 1 Board meeting date(s): May and Nov. Deadline(s): Inquire with foundation Final notification: 1 month after meetings GIVING LIMIT AT IONS Giving primarily in Hong Kong and in the People's Republic of China; some funding in the U.S. No grants to individuals, or for annual campaigns or emergency, capital or endowment funds; no loans.
Financials FOR FISCAL YEAR ENDED 2018-06-30 $20,592,845 $893,672 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $1,378,078 Qualifying Distributions: $1,103,604
Giving Activities include: $893,672 for grants
Children and Youth Funding Source Report 25 Who's Who See who can introduce you to someone at Lingnan Foundation
Officers (17) Staff (1) Edward Chow TRUSTEE Rona Henry Alex Banker TREASURER DIRECTOR OF GRANTS, Shenyu Belsky TRUSTEE Chi-Chao Chan VICE CHAIR Donors (7) Kenyon Chan TRUSTEE Note: If a donor is deceased, the symbol (‡) follows the name. Albert Chen TRUSTEE Anna Luk Liu Sikee Louie TRUSTEE Huey Wong Chui L Tsang CHAIR Pausang Wong Michael Woo TRUSTEE May Lo uie Gary Zeng TRUSTEE Sinclair Louie Ding -Jo Currie PRESIDENT Jennie Lee Mui Yi-Ching Michael Z Qiu TRUSTEE I.U. Lai Leighton Chan SECRETARY Harold Hewitt TRUSTEE Lynn Pasqurella TRUSTEE Denz il TRUSTEE Ling Li TRUSTEE
Ling nan Foundation Independent foundation
EIN 136400470 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2661734140 600 ANTON BOULEVARD SUITE 1100 Telephone: (714) 371-4118 PUBLICATIONS Costa Mesa, CA United States 92626 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: www.lingnanfoundation.org Biennial report County: Orange ADDITIONAL CONTACT INFORMATION Prog ram policy statement Metropolitan area: Los Angeles-Long Beach- Toll free tel.: (866) 438-4999 Anaheim, CA Congressional district: California District 48
MEMBERS HIPS Affinity Groups Association of Small Foundations
26 Children and Youth Funding Source Report Mertz Gilmore Foundation
New York City, NY, United States | www.mertzgilmore.org | (212) 475-1137 | [email protected]
Funding Interests SUBJECT S Antidiscrimination, Arts and culture, Climate change, Community and economic development, Community improvement, Community organizing, Dance, Democracy, Economic development, Energy efficiency, Foundations, Modern dance, Natural resources, Performing arts, Public policy, Renewable energy
GEOGRAPHIC FOCUS National, New York, West Bank/Gaza (Palestinian Territories), Canada, Israel, Malaysia, Venezuela, Mexico, Portugal
POPULATION Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Continuing support, Equal access, General support, Grassroots organizing, Program support, Seed money, Technical STRATEGIES assistance TRANSACTION TYPES Matching grants, Program-related investments
About Purpose and Activities Current concerns include human rights, the environment, and New York City cultural, social, and civic concerns.
Backg round Incorporated in 1959 in NY - In 1959, Joyce Mertz and her parents, LuEsther and Harold, established a family foundation called the Mertz Foundation. Joyce married Robert Wallace Gilmore in 1964, and the couple began managing the foundation's operations. Together with their colleague and friend, Bayard Rustin, they became strong advocates for peace and civil rights, which was reflected in their grantmaking. They also were committed passionately to the quality of life in New York City where they lived and made grants to performing arts institutions and to groups working to protect the city's environment. Their interest in the environment led them to support programs reaching beyond the city to include state, national and global issues as well. Initially, family members provided the foundation with funds on a yearly basis. However, when Joyce Mertz Gilmore died in 1974, her will provided for an endowment to the foundation. Robert Gilmore soon changed the foundation's name to the Joyce Mertz-Gilmore Foundation in her honor and memory. Robert Gilmore died in 1988, but not before he set the foundation on a new course by expanding the Board beyond the family. His heirs donated a generous portion of his estate to the foundation. In 2002, the Board of Directors changed the name of the foundation to the Mertz Gilmore Foundation to honor the memory of Robert Gilmore.
Prog ram Areas (4) Climate Chang e Solutions The foundation’s Climate Change Solutions program builds on longstanding Mertz Gilmore investments to understand climate change, promote more efficient energy usage, and develop renewable energy sources in the U.S. The program will consider grant requests in 3 categories: 1) Northeast regional efforts; 2) New York City; and 3) New constituencies and approaches for a national climate movement. For more information contact Rachel Young, tel.: 212-475-5581 or e-mail: [email protected] .
NYC Communities As New York City struggles with an economic downturn, the impacts are especially difficult for low-income New Yorkers. The downturn is felt in the city’s underserved communities in numerous ways, including: disappearing jobs, rising health care costs as a share of income, home foreclosures, less affordable housing, and new vulnerability to abusive practices in the low-income workplace. Faced with daunting challenges, community groups throughout the city use a variety of methods, including grassroots organizing and advocacy, to address human needs and strengthen communities. Often such groups take on multiple issues, recognizing the connections between community problems, and work in partnership with other non-profit organizations and city agencies. To support these efforts and to promote an equitable and sustainable city of vibrant communities, the foundation supports work in low-income neighborhoods that emerges from, and actively engages, local efforts while looking for opportunities to support collaborative campaigns. The program's grants fall into three categories: 1) community-based organizations (unfortunately, no new inquiries are being considered in this category); 2) Technical assistance providers; and 3) Collaborative campaigns. For more information contact Rachel Young, tel.: 212-475-5581 or e-mail: [email protected].
NYC Dance The foundation will continue to fund contemporary dance presenters located throughout the New York City’s five boroughs. Its objective remains to support and invigorate the presenting field to serve New York City’s artists and audiences. The program’s grants fall into two categories: 1) Presenters: The foundation provides operating support for presenters of small to mid-sized dance companies in New York City. A presenter is an organization, or department or program of a larger organization, which facilitates exchanges between New York City’s artists and audiences through creative performance opportunities. Grants are available only to groups that present contemporary dance (exclusively or as a part of multi-disciplinary programs); and 2) Advocacy/Support Services: On a limited basis and for opportunities that meet strategic concerns of the foundation, organizations may submit proposals for technical assistance projects. The foundation will consider discrete capacity building and support service projects. Prior to submitting a letter of inquiry, grantseekers are encouraged to contact Leah Krauss to discuss the nature of the proposed project, tel.: 646-723-2225, e-mail: [email protected].
Program-Related Investment The foundation has made a PRI, in the form of an interest-free loan. Historically, the foundation has made PRIs in the areas of economic development and the environment. PRI support was sometimes provided through a financial intermediary, and has also provided for interim financing, facility acquisition, debt restructuring, and capitalized an earned income venture.
Children and Youth Funding Source Report 27 Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Moody's Foundation New York City, NY - Arts and Culture, Education, Recreation, Animals/Wildlife, Mental Health/Crisis Services MJS Foundation Inc. New York City, NY - Health, Education, Arts and Culture, Community Development, Mental Health/Crisis Services Tandon Family Foundation, Inc. New York City, NY - Education, Philanthropy/Voluntarism, Arts and Culture, Human Services, Animals/Wildlife T he Poses Family Foundation New York City, NY - Education, Community Development, Health, Arts and Culture, Animals/Wildlife The Judy and Michael Steinhardt Foundation New York City, NY - Human Services, Education, Arts and Culture, Animals/Wildlife, Community Development The Alice M. & Thomas J. Tisch Foundation, Inc. New York City, NY - Arts and Culture, Education, Community Development, Health, Medical Research
Applications/RFPs Please submit an online inquiry letter (not a full proposal) of no more than three pages describing the mission of the organization and the purpose of the request. The online inquiry form can be found on foundation web site. Staff will respond to all communications, and, if appropriate, invite a full proposal. Do not submit videos, CDs, audiocassettes, press clippings, books, or other materials unless they are requested. The foundation accepts the New York/ New Jersey Area Common Application Form and the New York/ New Jersey Common Report Form. Application form required. Initial Approach: Online letter of inquiry submission Copies of proposal: 1 Board meeting date(s): Apr. and Nov. for grant decisions Deadline(s): See web site for current deadlines Final notification: Within 2 weeks GIVING LIMIT AT IONS Giving on a national basis for Human Rights; also giving in the Northeast and New York City for Climate Change Solutions, and in New York City for Dance and Communities prog rams. No support for sectarian religious concerns. No grants to individuals, or for endowments, annual fund appeals, fundraising events, conferences, workshops, publications, film or media projects, scholarships, research, fellowships, or travel.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $131,318,889 $9,471,642 Gifts Received: $3,734,500 TOTAL ASSETS T OT AL GIVING Expenditures: $12,355,786 Qualifying Distributions: $12,046,082
Giving Activities include: $9,471,642 for grants
Who's Who See who can introduce you to someone at Mertz Gilmore Foundation
Officers and Directors (11) Staff (3) Mikki Shepard Chair. and Director Leah Krauss Sr. Prog. Off., NYC Dance Jay Beckner Pres. and Director Mary E. Piccione Grants and Systems Mgr. Larry E. Condon Chair. Emeritus and Director Rachel Young Prog. Off., NYC Communities and Prog. Assoc., Climate Phil Radford Change Solutions Andrea Sholler Marion Wong Cappiello C.F.O. and C.A.O. Donors (2) Laura Butzel Secy. and Director Note: If a donor is deceased, the symbol (‡) follows the name. Rini Banerjee Treas. and Director Robert Gilmore‡ Eliz abeth Burke Gilmore Dir. Emerita Joyce Mertz‡ Jared Bernstein Clara Torres-Spelliscy
Mertz Gilmore Foundation Independent foundation
EIN 132872722 LOCATION CONTACT INFORMATION BRIDGE NUMBER 8341638370 218 E 18th St Contact: Jay Beckner, Pres. PUBLICATIONS New York City, NY United States 10003-3605 Telephone: (212) 475-1137 Annual report ADDITIONAL LOCATION INFORMATION Fax: (212) 777-5226 County: New York E-mail: info@mertz g ilmore.org Metropolitan area: New York-Newark-Jersey URL: www.mertzgilmore.org City, NY-NJ-PA
28 Children and Youth Funding Source Report Congressional district: New York District 12
MEMBERS HIPS Affinity Groups Asian Americans/Pacific Islanders in Philanthropy, Grantmakers in the Arts Inc. International Human Rights Funders Group Disability Funders Network National Committee for Responsive Philanthropy Emerging Practitioners in Philanthropy Peace & Security Funders Group
Associations and Other Philanthropic Organizations Disability Funders Network International Human Rights Funders Group Peace & Security Funders Group
Children and Youth Funding Source Report 29 Moriah Fund
Washing ton, DC, United States | www.moriahfund.org | 2027838488 | [email protected]
Funding Interests SUBJECT S Antidiscrimination, Community and economic development, Community improvement, Democracy, Elementary and secondary education, Family planning, Foundations, Human rights, Individual liberties, International development, Leadership development, Legal services, Public policy, Reproductive health care, Single parent support, Social rights
GEOGRAPHIC FOCUS National, International, Virginia, District of Columbia, Maryland, Israel, New York, West Bank/Gaza (Palestinian Territories), California, Guatemala
POPULATION Economically disadvantaged people, Low-income people GROUPS SUPPORT Continuing support, Convening, Emergency funds, Endowments, Financial sustainability, General support, Grassroots STRATEGIES organizing, Leadership and professional development, Program evaluations, Program support, Seed money, Technical assistance
TRANSACTION TYPES In-kind gifts, Matching grants, Program-related investments
About Purpose and Activities Promote human rights and democracy, help disadvantaged people gain self-sufficiency and control over their lives, and promote women's rights and reproductive health. The fund supports programs that strengthen local involvement, leadership and institutional development. The fund focuses on areas where private funding can make a difference, that is, areas that receive inadequate government funds, or that leverage public and private support through advocacy and the modeling of innovative programs.
Backg round Established in 1985 in IN - The fund was established to perpetuate the lifelong philanthropic commitment of its founders, Robert and Clarence Efroymson
Prog ram Areas (5) Economic Justice The fund will support policy, advocacy and community organizing groups in DC, Maryland and Virginia, and national organizations working to: improve policies and practices affecting the income, benefits and work conditions of low-wage workers.
Human Rights The fund has a strong commitment to human rights and funds a variety of human rights efforts throughout its program areas. In addition, the fund makes a small number of grants to support other human rights programs, most importantly the Fund for Global Human Rights, which is raising and directing funds to frontline in-country human rights groups worldwide.
Is rae l The program gives priority to grassroots and community-based organizations, advocacy activities, and the development of model programs that can affect national policies.The foundation places emphasis on organizations that promote: 1) civil rights; 2) social justice and democracy; and 3) improve educational and economic opportunities for the disadvantaged. The program no longer provides support for coexistence, environment, and religious pluralism programs.
Program-Related Investment The foundation has made a PRI, in the form of a loan, to a community health organization dedicated to partnering with young people to help end HIV/AIDS, to support its relocation and renovation efforts. Historically, the foundation has made PRIs in the form of loans to an organization in support of its efforts to capitalize eco-enterprises rooted in poor communities in rural Guatemala, ad to an organization for the purpose of providing working capital for establishing a nonprofit franchise in the Washington, DC.
Women's Rights and Reproductive Health Program The fund supports efforts to transform the legal, political, economic and cultural structures that sustain gender discrimination and violence and that limit women's full participation in society. Specifically, the fund has two priorities: 1) women's reproductive health and rights; and 2) women's human rights, with an emphasis on the rights of immigrant and refugee women.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts)
30 Children and Youth Funding Source Report The Case Foundation Washington, DC - Community Development, Recreation, Animals/Wildlife, Health, Philanthropy/Voluntarism The Joan and Lewis Platt Foundation Portola Valley, CA - Civil/Human Rig hts, Medical Research, Employment, Ag riculture/Food, Philanthropy/Voluntarism Naomi and Nehemiah Cohen Foundation Bethesda, MD - Community Development, Civil/Human Rights, Health, Environment, Recreation Flamboyan Foundation, Inc. Washington, DC - Education, Animals/Wildlife, Community Development, Ag riculture/Food, Environment The Bauman Foundation Washington, DC - Ag riculture/Food, Environment, Civil/Human Rig hts, Health, Recreation The ARCA Foundation Washington, DC - Ag riculture/Food, Civil/Human Rig hts, Recreation, Philanthropy/Voluntarism, Medical Research
Applications/RFPs The Moriah Fund will no longer accept or review unsolicited proposals. This new policy, a result of the current economic situation and decline in Moriah’s assets, is intended to save organizations the work of preparing proposals that cannot be funded. As Moriah determines new strategies, policies and plans, the foundation will keep you updated on the web site. In the meantime, grantmaking will continue on an invitation-only basis. See web site for specific policies regarding the proposal process after a letter of inquiry is reviewed. Application form not required. Initial Approach: Letter of inquiry. Proposals only by invitation. Board meeting date(s): May and Nov. Deadline(s): Mar. 1 and Sept. 1 GIVING LIMIT AT IONS Giving nationally and internationally in the United States and Israel. Giving for the Economic Justice Program focuses on Washington, DC, MD and VA. No support for lobbying or political campaigns, private foundations, or arts organizations. No grants to individuals, or for medical research.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $82,442,492 $10,061,639 Gifts Received: $211,015 TOTAL ASSETS T OT AL GIVING Expenditures: $12,001,618 Qualifying Distributions: $10,641,208
Giving Activities include: $10,061,639 for grants
Who's Who See who can introduce you to someone at Moriah Fund
Officers Program Board and Directors (9) Staff (5) Mary Ann Stein Pres. and Prog. Board and Director Don Futterman Prog. Dir., Israel Gideon Stein Prog. Board and Director Katherine Jagow Admin. Off. Debra Delee Prog. Board Rubie G. Coles Deputy Dir. Jane Fox Johnson Prog. Board Batya Kallus Prog . Off., Israel Kim Jone s Prog. Board Gwen Tran Office Mgr. Judith Lichtman Prog. Board and Director Norman Rosenberg Prog. Board Donors (4) Dorothy Sein Prog. Board Note: If a donor is deceased, the symbol (‡) follows the name. Noah Stein Prog. Board Ben-Ephraim Gershon Fund Gustave Aaron Efroymson Fund Clarence W. Efroymson‡ Robert A. Efroymson‡
Moriah Fund Family foundation
EIN 311129589 LOCATION CONTACT INFORMATION BRIDGE NUMBER 6604560358 1 Farragut Sq. S., 1634 I St. N.W., Ste. 1000 Contact: Mary Ann Stein, Pres. PUBLICATIONS Washington, DC United States 20006-4015 Telephone: 2027838488 Application guidelines ADDITIONAL LOCATION INFORMATION Fax: (202) 783-8499 Financial statement County: District of Columbia E-mail: [email protected] Grants list Metropolitan area: Washington-Arlington- URL: www.moriahfund.org Prog ram policy statement Alexandria, DC-VA-MD-WV ADDITIONAL CONTACT INFORMATION Congressional district: District of Columbia Israel office e-mail: [email protected]; District At-larg e Requests in Israel: Don Futterman, 18 Weizman St., Kfar Saba, Israel 44247
MEMBERS HIPS Affinity Groups
Children and Youth Funding Source Report 31 Association of Black Foundation Executives, Inc. Funders Network of Pop Rep H and R Black Philanthropic Alliance Grantmakers for Children, Youth and Families EDGE Funders Alliance Grantmakers for Income Security Taskforce Funders Concerned About AIDS Inter-Agency Task Force on Israeli Arab Issues International Human Rights Funders Group Jewish Funders Network Neighborhood Funders Group
Associations and Other Philanthropic Organizations EDGE Funders Alliance Funders Network of Pop Rep H and R Funders Concerned About AIDS International Human Rights Funders Group Jewish Funders Network
32 Children and Youth Funding Source Report Oreg Foundation Boulder, CO, United States | 720-565-4064
Funding Interests SUBJECT S Basic and emergency aid, Communication media, Community improvement, Education, Environment, Environmental education, Higher education, Housing development, Human services, Judaism, Media access and policy, Medical support services, Philanthropy, Shelter and residential care, Youth development
GEOGRAPHIC FOCUS National, International, Israel, Canada, Colorado, New York
POPULATION Children and youth, Jewish people GROUPS SUPPORT Continuing support, Convening, Curriculum development, Fellowships, General support, Network-building and collaboration, STRATEGIES Program support T RANSACT ION T YPES Matching grants, Pro bono consulting services, Program-related investments
About Purpose and Activities The foundation funds Colorado based, non-sectarian charitable programs that focus on education, community service, and the preservation of our natural environment. The foundation also supports programs that enhance Jewish life and spiritual renewal in the United States, Israel, and other countries around the world.
Backg round Established in 1999 in CO as the Weaver Family Foundation; assets split in 2008 to create two separate foundations. Name changed in 2008
Prog ram Area Program-Related Investment The foundation has made a PRI, in the form of a below-market-rate loan, to an agency for Jewish education, to enable them to continue their educational program during a temporary fiscal crisis.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) Richard C. Goldstein Private Foundation Denver, CO - Environment, Community Development, Education, Health, Animals/Wildlife Pajwell Foundation New York City, NY - Environment, Community Development, Arts and Culture, Health, Recreation The Goodwin Foundation Atco, NJ - Philanthropy/Voluntarism, Community Development, Education, Environment, Health The Strear Family Foundation, Inc. Denver, CO - Health, Community Development, Education, Human Services, Arts and Culture The Elizabeth Foundation As pen, CO - Education, Arts and Culture, Community Development, Health, Philanthropy/Voluntarism Sing er Family Foundation Denver, CO - Arts and Culture, Education, Community Development, Health, Medical Research
Applications/RFPs Application form required. Initial Approach: Proposal Deadline(s): None GIVING LIMIT AT IONS Giving primarily in Boulder, CO, and Israel. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $7,364,878 $8,820 Gifts Received: $483,240 TOTAL ASSETS T OT AL GIVING Expenditures: $262,200 Qualifying Distributions: $109,790
Giving Activities include: $8,820 for grants
Children and Youth Funding Source Report 33 Who's Who See who can introduce you to someone at Oreg Foundation
Officers (2) Donors (2) Lindsay A. Weaver, Jr. DIRECTOR Note: If a donor is deceased, the symbol (‡) follows the name. Julie Shaffer EX DIR/TREASURER Lindsey A. Weaver, Jr. Francine Lavin Weaver
Oreg Foundation Independent foundation
EIN 841513850 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2686422168 P.O. Box 20587 Telephone: 720-565-4064 Boulder, CO United States 80308-0587 ADDITIONAL LOCATION INFORMATION County: Boulder Metropolitan area: Boulder, CO Congressional district: Colorado District 02
MEMBERS HIPS Reg ional Associations of Grantmakers Colorado Association of Funders
Affinity Groups Association of Small Foundations
Associations and Other Philanthropic Organizations Colorado Nonprofit Association
34 Children and Youth Funding Source Report Raskob Foundation for Catholic Activities, Inc.
Wilming ton, DE, United States | www.rfca.org | (302) 655-4440 | [email protected]
Funding Interests SUBJECT S Basic and emergency aid, Catholicism, Child welfare, Christianity, Education, Elementary and secondary education, Family services, Health, Higher education, Human rights, Human services, In-patient medical care, International development, Nonprofits, Philanthropy, Public health, Religion, Shelter and residential care, Special population support, Sustainable agriculture, Tribal and indigenous religions, Water resources
GEOGRAPHIC FOCUS National, International, Global Programs, Delaware, California, Uganda, New York, Texas, India, Maryland, Pennsylvania
POPULATION Academics, Adolescents, Adults, American Indians, Boys, Catholics, Children, Children and youth, Christians, Economically GROUPS disadvantaged people, Ethnic and racial groups, Girls, Homeless people, Immigrants and migrants, Incarcerated people, Indigenous peoples, Infants and toddler boys, Infants and toddler girls, Infants and toddlers, LGBTQ people, Low-income people, Men, Men and boys, Migrant workers, Military personnel, People of African descent, People of Asian descent, People of Latin American descent, People with disabilities, People with hearing impairments, People with HIV/AIDS, People with physical disabilities, People with psychosocial disabilities, People with vision impairments, Seniors, Single parents, Students, Substance abusers, Terminally ill people, Victims of crime and abuse, Women, Women and girls, Young adults, Young men, Young women
SUPPORT Capacity-building and technical assistance, Capital and infrastructure, Convening, Curriculum development, Emergency funds, STRATEGIES Equipment, Faculty and staff development, General support, Land acquisitions, Leadership and professional development, Program evaluations, Program support, Publications, Recordings, Regranting, Seed money, Technical assistance
TRANSACTION TYPES Matching grants, Pro bono consulting services, Program-related investments
ORGANIZAT ION Catholic institutions, Public charities TYPES
About Purpose and Activities Giving to support Roman Catholic church organizations and activities worldwide by providing funds to official Catholic organizations for education, training, social services, health, emergency relief, as well as a wide variety of charitable needs.
Backg round Incorporated in 1945 in DE - Mr. Raskob was vice-president of the DuPont Co. and chairman of the finance committee of General Motors Corp., but resigned that position in 1928 to serve as the chairman of the Democratic National Committee. In addition, Mr. Raskob organized the corporation that financed and built the Empire State Building, completed in 1931. The Raskob Foundation for Catholic Activities, Inc., is a membership corporation
Prog ram Area Program-Related Investment Historically, the foundation has made PRIs to Catholic agencies for program and capital support.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) Max Kade Foundation, Inc. New York City, NY - Education, Arts and Culture, Health, Mental Health/Crisis Services, Health Org aniz ations Mustard Seed Foundation, Inc. Falls Church, VA - Human Services, Education, Community Development, Recreation, Philanthropy/Voluntarism Alcoa Foundation Pittsburgh, PA - Education, Community Development, Environment, Recreation, Health The Scoob Trust Foundation Alder, MT - Community Development, Environment, Health, Education, Employment The Jenny Jones Foundation Encino, CA - Community Development, Education, Health, Medical Research, Employment
Applications/RFPs The foundation is currently not accepting applications for projects located within the continent of Africa. Applications sent via e-mail will not be accepted Application form required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. How project's results will be evaluated or measured 3. Brief history of organization and description of its mission 4. Statement of problem project will address 5. Copy of most recent annual report/audited financial statement/990 6. Detailed description of project and amount of funding requested 7. Additional materials/documentation
Children and Youth Funding Source Report 35 Initial Approach: Applications can be completed and submitted online or request application package via mail or fax on organization letter head, or request downloadable application from foundation web site Copies of proposal: 1 Board meeting date(s): May and mid-Nov. Deadline(s): Applications accepted for spring meeting from Dec. 8 to Jan. 15, for fall meeting from June 8 to July 15 Final notification: 4 months Additional information: For applications from within the U.S., listing in the Official Catholic Directory, published by P.J. Kennedy & Sons, is a requirement. The foundation also requires acknowledgment of the request by the Ordinary of the diocese. (In the case of religious congregations, endorsement may be by the Provincial, Abbot, or Mother Superior along with a copy of their letter to the local Ordinary informing him about the application.) The foundation grants interviews with applicants GIVING LIMIT AT IONS Giving to domestic and international programs affiliated with the Roman Catholic church. No grants to individuals, or for continuing support, annual campaigns, deficit financing (except missions), endowment funds, tuition, scholarships, fellowships, individual research, capital campaigns, building projects prior to the start or after the completion of construction, continuing subsidies, or requests that are after-the-fact by the time of the spring and fall trustee meetings.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $176,529,501 $6,531,550 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $9,845,214 Qualifying Distributions: $8,282,215
Giving Activities include: $6,531,550 for grants
Who's Who See who can introduce you to someone at Raskob Foundation for Catholic Activities, Inc.
Officers (3) Staff (5) Noelle M. Fracyon PRESIDENT Amy L Davis TECHNOLOGY DIRECTOR Theresa G. Robinson EXECUTIVE. V.P. - FINANCE Janine L. Harlam GRANTS ADMINIISTRATOR L. Charles Rotunno, Jr. EXECUTIVE. V.P. - GRANTS Jonathan K. Goff CONTROLLER Maureen P. Horner GRANTS ASSOCIATE Cheryl L. Bailey MEMBER SERVICES
Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. John J. Raskob‡ Helena Raskob‡
Raskob Foundation for Catholic Activities, Inc. Family foundation EIN 510070060 LOCATION CONTACT INFORMATION BRIDGE NUMBER 6108632816 P.O. Box 4019 Telephone: (302) 655-4440 PUBLICATIONS Wilmington, DE United States 19807-0019 Fax: (302) 655-3223 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Grants list County: New Castle URL: www.rfca.org Metropolitan area: Philadelphia-Camden- ADDITIONAL CONTACT INFORMATION Wilmington, PA-NJ-DE-MD Additional address for overnight delivery: 10 Congressional district: Delaware District At- Montchanin Rd., Wilmington, DE 19807-2166 large
MEMBERSHIPS Affinity Groups Foundations and Donors Interested in Catholic Activities
36 Children and Youth Funding Source Report The Righteous Persons Foundation Los Ang eles, CA, United States | www.righteouspersons.org | (310) 481-3513 | [email protected]
Funding Interests SUBJECT S Antidiscrimination, Arts and culture, Basic and emergency aid, Communication media, Cultural awareness, Humanities, International development, International peace and security, Judaism, Museums, Performing arts, Philanthropy, Youth development
GEOGRAPHIC FOCUS National, International, Middle East, Israel, West Bank/Gaza (Palestinian Territories), Massachusetts, New York, District of Columbia, California
POPULATION Academics, Children and youth, Economically disadvantaged people, Jewish people, Low-income people, Students, Victims and GROUPS oppressed people, Victims of conflict and war SUPPORT Capacity-building and technical assistance, Continuing support, Curriculum development, Fellowships, General support, STRATEGIES Presentations and productions, Program evaluations, Program support, Recordings, Seed money, Technical assistance TRANSACTION TYPES Matching grants
About Purpose and Activities Giving primarily for Jewish arts and culture, Jewish youth, synagogue revitalization, intergroup relations and social justice.
Backg round Established in 1994 in CA - Founded by Steven A. Spielberg, a film director, screenwriter and producer. Mr. Spielberg is co-owner of DreamWorks. He won the Academy Award for Best Director for "Schindler's List" and for "Saving Private Ryan." Among his box office record breaking films are "Jaws," "E.T. the Extra- Terrestrial" and "Jurassic Park." "Life" named him the most influential person of his generation and at the end of the twentieth century "Time" listed him as one of the "100 Most Important People of the Century."
Prog ram Area Program-Related Investment Historically, the foundation has made loans to cultural organizations.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) JMM Charitable Foundation Inc. Los Angeles, CA - Education, Animals/Wildlife, Philanthropy/Voluntarism, Arts and Culture, Health The Paul E. Singer Foundation New York City, NY - Community Development, Education, Animals/Wildlife, Health, Ag riculture/Food Ahmanson Charitable Community Trust Irvine, CA - Arts and Culture, Education, Community Development, Human Services, Medical Research Keren Keshet - The Rainbow Foundation New York City, NY - Education, Human Services, Animals/Wildlife, Medical Research, Health Coleman Fung Foundation Inc. Wilmington, DE - Education, Community Development, Health, Mental Health/Crisis Services, Medical Research Berkshire Foundation Carmel, CA - Arts and Culture, Community Development, Civil/Human Rights, Health, Environment
Applications/RFPs Application guidelines available on foundation web site Application form required. Initial Approach: Letter of Inquiry via e-mail or U.S. mail Board meeting date(s): Twice a year Deadline(s): See foundation web site for application deadline GIVING LIMIT AT IONS Giving on a national basis and in Israel. No support for individual schools or synagogues. No grants to individuals or for research or publications.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,348,255 $2,761,667 Gifts Received: $4,040,000 TOTAL ASSETS T OT AL GIVING Expenditures: $3,132,992 Qualifying Distributions: $2,761,667
Children and Youth Funding Source Report 37 Giving Activities include: $2,761,667 for grants
Who's Who See who can introduce you to someone at The Righteous Persons Foundation
Officers (4) Donors (3) Steven Spielberg CHAIRMAN OF THE BOARD Note: If a donor is deceased, the symbol (‡) follows the name. Gerald Breslauer PRESIDENT & DIRECTOR Steven A. Spielberg Michael Rutman CFO Spielberg Family Living Trust T ammy Anders on SECRETARY & DIRECTOR The Wunderkinder Foundation
T he Rig hteous Persons Foundation Family foundation
EIN 954497916 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2630889731 11400 W Olympic Blvd Ste 550 Telephone: (310) 481-3513 PUBLICATIONS Los Angeles, CA United States 90064 Fax: (310) 314-8396 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Grants list County: Los Angeles URL: www.righteouspersons.org Metropolitan area: Los Angeles-Long Beach- ADDITIONAL CONTACT INFORMATION Anaheim, CA E-mail for Letter of Inquiry: Congressional district: California District 34 [email protected]
MEMBERS HIPS Reg ional Associations of Grantmakers Southern California Grantmakers
Affinity Groups Inter-Agency Task Force on Israeli Arab Issues
38 Children and Youth Funding Source Report Target Foundation Minneapolis, MN, United States | corporate.target.com/corporate-responsibility... | (612) 761-5194 | community.relations@targ et.com
Funding Interests SUBJECT S Arts and culture, Basic and emergency aid, Communication media, Community and economic development, Economic development, Entrepreneurship, Family services, Financial counseling, Housing development, Housing services, Human services, Job creation and workforce development, Museums, Performing arts, Shelter and residential care, Special population support, Visual arts, Youth development
GEOGRAPHIC FOCUS National, Minnesota, Mexico, Haiti, Russia
POPULATION Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Capacity-building and technical assistance, General support, Program support STRATEGIES TRANSACTION TYPES Cash grants
Related Organizations
Affiliated Company: Target Corporation
About Purpose and Activities The foundation supports programs designed to promote equity for all with a hometown focus; financial security and empowerment with a national focus; and sustainable livelihoods with a global focus.
Backg round Incorporated in 1918 in MN - Each year the Target Corporation distributes an amount equal to five percent of Target Corporation's federally taxable income to support its community giving program
Prog ram Areas (3) Global Grants - Sustainable Livelihoods The foundation supports programs designed to build sustainable economic opportunities for families in communities around the world. Special emphasis is directed toward access to opportunity, including helping organizations and systems create sustainable economic opportunity for families; financial access and inclusion, including access to financial solutions that help families maintain and grow assets; and community empowerment, including tools and knowledge needed to solve problems and shape institutions touching lives. This program is by invitation only.
Hometown Grants - Equity for All The foundation supports programs designed to promote equity for underserved and under-resourced communities that enables shared prosperity and opportunity for all. Special emphasis is directed toward entrepreneurship, workforce development, housing, and asset building. This program is limited to the Twin Cities 7-County Metro Area. Grants range from $25,000 to $200,000.
National Grants - Financial Security and Empowerment The foundation supports programs designed to build financial stability and security through new tools and services that enable individuals to adapt to the changing nature of work. Special emphasis is directed toward skills, opportunities, and resources for individuals with limited income; and helping low-income workers attain financial stability, self-efficacy, control, and dignity over their financial lives. This program is by invitation only.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs A full proposal may be requested at a later date for Hometown Grants. National and Global Grants are by invitation only, however a general information form is accepted. Application form not required. Initial Approach: Letter of inquiry for Hometown Grants; Complete online general information form for National and Global Grants Board meeting date(s): Varies Deadline(s): Sept. 30 for Hometown Grants
Children and Youth Funding Source Report 39 GIVING LIMIT AT IONS Giving on a national basis in areas of company operations, with emphasis on the Minneapolis/St. Paul, MN 7-county metropolitan area. No support for discriminatory organizations, religious organizations not of direct benefit to the entire community, or government entities. No grants to individuals, or for sponsorships, fundraising events, endowments, or capital requests .
Financials FOR FISCAL YEAR ENDED 2018-02-03 $523,901 $9,527,000 Gifts Received: $9,750,000 TOTAL ASSETS T OT AL GIVING Expenditures: $9,532,399 Qualifying Distributions: $9,532,274
Giving Activities include: $9,527,000 for grants
Who's Who See who can introduce you to someone at Target Foundation
Officers (3) Staff (1) Corey Haaland Treas. Tracey Burton Dave Donlin Secy. Sr. Dir. Ric k Gome z Tr. Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Target Corporation
T arg et Foundation Company-sponsored foundation
EIN 416017088 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1691607746 1000 Nicollet Mall Telephone: (612) 761-5194 PUBLICATIONS Minneapolis, MN United States 55403 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: corporate.target.com/corporate- Annual report County: Hennepin responsibility... Prog ram policy statement Metropolitan area: Minneapolis-St. Paul- ADDITIONAL CONTACT INFORMATION Bloomington, MN-WI Alternate Phone: (612) 696-4706 Congressional district: Minnesota District 05
MEMBERS HIPS Reg ional Associations of Grantmakers Minnesota Council on Foundations Northern California Grantmakers Southern California Grantmakers
40 Children and Youth Funding Source Report The Arthur B. Schultz Foundation
Lander, WY, United States | www.absfoundation.org | (775) 832-9222 | [email protected]
Funding Interests SUBJECT S Community recreation, Economic development, Education, Education services, Elementary and secondary education, Family services, Foundations, Higher education, Human services, International development, Physical therapy, Social rights, Special population support, Women's services, Youth development
GEOGRAPHIC FOCUS National, International, Vietnam, Kenya, Israel, Nicaragua, Jordan, West Bank/Gaza (Palestinian Territories), Tanzania, Honduras, Cambodia, Central America, Guatemala, Rwanda, California, Montana, Massachusetts, Wyoming, Norway, Idaho
POPULATION Economically disadvantaged people, Girls, Low-income people, People with disabilities, People with physical disabilities, GROUPS Women and girls, Young adults SUPPORT Continuing support, Equipment, Fundraising, General support, Leadership and professional development, Program support, STRATEGIES Scholarships, Seed money TRANSACTION TYPES Matching grants, Program-related investments
About Purpose and Activities Backg round Advancing opportunities for women, entrepreneurs, and people with disabilities. Established in 1985 in CA
Prog ram Areas (4) Disabled Mobility The Disabled Mobility program supports disabled mobility solutions in the developing world, with emphasis on in-country wheelchair manufacturing and distribution.
Program-Related Investment The foundation operates the Social Microenterprise Initiative which provides strictly capital equipment loans to small entrepreneurs and businesses in developing countries. Loan recipients pay the loan "forward" by donating at least an equivalent amount of in-kind products and/or services to the disadvantaged in their communities. SMI loans target small businesses often included in the "missing middle,"-- those businesses with typically less than 10 employees, but are too big for most microfinance institutions to fund, and too small to secure commercial bank capital. Interest-free loans range from $1,000 to $10,000. The ultimate goals of the program are to to enhance business production capabilities, improve business employment and growth opportunities, and to foster a lasting sense of social responsibility and community charity in participating businesses .
Thriive Thriive makes loans to entrepreneurs, which are then repaid with donations of job training and in-kind goods to other community members in need.
Women's Empowerment The Women's Empowerment program seeks to advance the economic, social and cultural situation of women and girls in the developing world by supporting projects focused on leadership in education and entrepreneurial development.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) Chino Cienega Foundation Palm Springs, CA - Recreation, Philanthropy/Voluntarism, Community Development, Education, Environment The Nu Skin Force for Good Foundation Provo, UT - Philanthropy/Voluntarism, Community Development, Health, Education, Recreation The Daniele Agostino Derossi Foundation, Inc. Lexington, MA - Philanthropy/Voluntarism, Education, Community Development, Civil/Human Rights, Human Services Western Union Foundation Englewood, CO - Community Development, Education, Philanthropy/Voluntarism, Recreation, Health Allianz Foundation for North America Minneapolis, MN - Community Development, Education, Recreation, Environment, Philanthropy/Voluntarism Borgenicht Foundation, Inc. Long Valley, NJ - Civil/Human Rights, Community Development, Philanthropy/Voluntarism, Arts and Culture, Education
Applications/RFPs Electronic submission only. Application guidelines are available on foundation web site; unsolicited letters of inquiry are accepted but unsolicited proposals are not accepted. Other publications available online include grant guidelines, program descriptions and selected grant descriptions. The foundation requires letters of inquiry received by e-mail, with attachments in MS Office (Word, Excel, etc.), and/or Adobe PDF format. Eligible organizations will be invited to submit a full proposal. Application form not required. Applicants should submit the following : 1. Contact person 2. Descriptive literature about organization
Children and Youth Funding Source Report 41 3. Explanation of why grantmaker is considered an appropriate donor for project 4. Name, address and phone number of organization 5. Detailed description of project and amount of funding requested 6. Copy of current year's organizational budget and/or project budget
Initial Approach: See foundation web site for letter of inquiry guidelines. Letter of inquiry required; electronic submissions only. Copies of proposal: 1 Board meeting date(s): Annually, typically in the spring or early summer Deadline(s): Varies Final notification: For letters of inquiry, no response if guidelines are not met. GIVING LIMIT AT IONS Giving currently limited to Guatemala, Honduras, and Nicaragua in Central America, Kenya, Rwanda, and Tanzania in East Africa, Palestine and Jordan in the Middle East, and Vietnam and Cambodia in Southeast Asia. No support for strictly religious organizations. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $5,275,262 $169,795 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $377,855 Qualifying Distributions: $311,768
Giving Activities include: $169,795 for grants
Who's Who See who can introduce you to someone at The Arthur B. Schultz Foundation
Officers (7) Donors (1) Arthur B Schultz Chairman Emeritus Note: If a donor is deceased, the symbol (‡) follows the name. Erik Schultz Chairperson and Director Arthur B. Schultz Dave Straley Vice President Treasurer Director Jon Schultz Director Einar Christensen Director Mike Testa Director Rac he l Ric hards Executive Director and Secretary
T he Arthur B. Schultz Foundation Family foundation
EIN 953980014 LOCATION CONTACT INFORMATION BRIDGE NUMBER 0329554484 P.O. Box 1570 Telephone: (775) 832-9222 PUBLICATIONS Lander, WY United States 82520-1570 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: www.absfoundation.org Financial statement County: Fremont ADDITIONAL CONTACT INFORMATION Grants list Congressional district: Wyoming District At- E-mail for Erik B. Schultz: Prog ram policy statement large [email protected]. Program policy statement (including application guidelines)
MEMBERS HIPS Affinity Groups Association of Small Foundations Grantmakers Without Borders
Associations and Other Philanthropic Organizations Grantmakers Without Borders
42 Children and Youth Funding Source Report The Arthur Vining Davis Foundations Ponte Vedra Beach, FL, United States | www.avdf.org | (904) 359-0670 | [email protected]
Funding Interests SUBJECT S Communication media, Elementary and secondary education, Environment, Film and video, Graduate and professional education, Higher education, Human services, In-patient medical care, Medical education, Museums, Natural resources, Palliative care, Philanthropy, Physical and earth sciences, Social sciences, Theology, Youth development
GEOGRAPHIC FOCUS National, Virgin Islands of the United States, Poland, Puerto Rico, Pennsylvania, Massachusetts, New York, Germany, California, Virginia
POPULATION Academics, Students GROUPS SUPPORT Capital and infrastructure, Capital campaigns, Continuing support, Curriculum development, Endowments, Equipment, STRATEGIES Fellowships, General support, Internships, Professorships, Program evaluations, Program support, Publications, Recordings, Research, Scholarships, Seed money, Technical assistance
TRANSACTION TYPES Employee matching gifts, Matching grants, Pro bono consulting services
About Purpose and Activities Giving primarily in support of religious, charitable, scientific, literary and educational organizations. Its support focuses on private higher education, public educational media, interfaith leadership and religious literacy, and environmental engagement, stewardship, and solutions.
Backg round Established in 1952 in PA, US; The Foundations are comprised of three separate foundations established in 1952 and 1965 in PA; and in 1965 in FL. In early 2001, Foundation No. 1 merged with Foundation No. 2 - Founded by the late Arthur Vining Davis, who made his fortune as an industrialist with the Aluminum Company of America (ALCOA). The company is a world leader in the production and management of primary aluminum, fabricated aluminum and alumina combined, through its active and growing participation in all major aspects of the industry. There were three distinct Davis Foundations designated as Foundations No. 1, 2, and 3. Foundation No. 1 was organized in 1952 during Mr. Davis's lifetime. Foundations No. 2 and No. 3, substantially larger, were created upon the death of the founder in 1965. Mr. Davis's will specified their creation to receive the major share of his estate, estimated at $43 million. Foundations No. 2 and No. 3 began operations in 1967. In early 2001, Foundation No. 1 was merged with Foundation No. 2. Although the two foundations are operated and administered as separate legal entities, they share a single administrative office located in Jacksonville and are administered by one staff. Both foundations share the same board of trustees except that BNY Mellon Bank is corporate trustee for Foundation No. 2 while SunTrust Banks is corporate trustee for Foundation No. 3.
Prog ram Areas (5) Environmental Engagement, Stewardship & Solutions This program focuses on addressing environmental challenges through public engagement and education, problem solving, and strategies to restore the natural balance of the environment. Grants will only be considered from designated partners and can include organizations that promote conservation and ecological research, sustain species in the natural world, end and reverse the negative effects of humans on the climate, and deepen the public understanding of these challenges. Grants will be considered in the following areas: research and education in private colleges and universities, mentoring and research post-baccalaureate fellowships, academic and experiential opportunities to address climate change, environmental stewardship through problem solving, freshwater and marine conservation educational opportunities, and engaging and educating the public in partnership with media.
Interfaith Leadership & Relig ious Literacy Interfaith Leadership Grants emphasize the importance of preparing leaders to model meaningful engagement among different faith traditions. Religious Literacy Grants enhance public understanding of the religious beliefs and practices that shape America. All denominations are eligible. As in their private higher education program, evaluations of competing requests focus on the overall quality of the applying institutions. Applying organizations or institutions must be closely linked to a degree granting institution of higher education or be a national organization with significant ties to private higher education. The program emphasizes programs that: focus on programs designed for college-aged students, graduate students or career professionals; emphasize interfaith curriculum development in theological schools, colleges or universities, graduate schools, and programs with national impact; further the understanding and programming around interfaith issues in palliative care; and explore interfaith issues embedded in environmental challenges. Both planning grants ranging from $25,000 to $100,000 and comprehensive grants ranging from $250,000 to $300,000 are available.
Palliative Care This program focuses on expanding and broadening public understanding of the emerging field of palliative care. Grants will support programming and research that focus on education, treatment, access and delivery, interfaith resources, and the development of quality standards. It only considers proposals from designated partners in the following areas: support of pediatric palliative care initiatives and research, interfaith and spirituality issues for leaders, partnerships in research, closing the gap in access to services, development of quality standards, and curriculum development to train students, residents, and practicing physicians and clinicians in palliative care skills.
Private Hig her Education The foundations have been strongly committed to the support of private higher education in America. Trustees have concentrated on privately governed and supported four-year, residential, liberal arts institutions which place strong emphasis on teaching and whose students choose majors primarily in the arts and sciences rather than career or vocational studies. Support generally is reserved for schools of broadly acknowledged academic excellence and a solid
Children and Youth Funding Source Report 43 record of financial strength with outstanding support from trustees and alumni/ae. A few grants are made to larger teaching and research universities with a national reputation for excellence in undergraduate education. Grants also are made competitively each year to help improve Historically Black Colleges, Native American tribal colleges, colleges in Appalachia, and similar schools providing opportunities for traditionally underserved students. Work College Consortium members are eligible to apply. Competing requests are evaluated on two primary criteria: 1) overall quality of the institution and 2) the impact and lasting value that a proposed grant would have on the educational experience. Because of intense competition in the higher education program and the foundations’ limited resources, institutions receiving grants should wait at least four years from notification of an award before reapplying for another grant. Both planning grants ranging from $25,000 to $100,000 and comprehensive grants ranging from $250,000-$300,000 are available.
Public Educational Media Grants ordinarily will be made to provide partial support for major series of educational programs as opposed to single programs or program series which essentially are entertaining in nature. Children's series are of special interest, as are those on history and science. The contribution to students in grades K-12, higher and continuing education is a consideration in evaluating competing proposals. To be competitive, a series also should be assured of national distribution through the Public Broadcasting System. Although series are preferred, exceptions may be made for stand-alone programs of exceptional merit. Proposals for "capstone" grants which assure completion of production funding are preferred. Educational programs whose primary purpose is advocacy will not be considered. Grants may range from $250,000-$400,000. .
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Robert Wood Johnson Foundation Princeton, NJ - Health, Community Development, Education, Recreation, Employment Alfred P. Sloan Foundation New York City, NY - Mental Health/Crisis Services, Education, Health Org aniz ations, Recreation, Medical Research The Susan Thompson Buffett Foundation Omaha, NE - Health, Education, Civil/Human Rights, Philanthropy/Voluntarism, Community Development The Hearst Foundation, Inc. New York City, NY - Education, Arts and Culture, Health, Community Development, Recreation The Andrew W. Mellon Foundation New York City, NY - Education, Arts and Culture, Medical Research, Health Organizations, Environment Bill & Melinda Gates Foundation Seattle, WA - Health, Philanthropy/Voluntarism, Education, Medical Research, Recreation
Applications/RFPs Proposals for the Environmental Engagement, Stewardship & Solutions and Palliative Care programs will only be considered from designated partners. Application form required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Brief history of organization and description of its mission 3. Signature and title of chief executive officer 4. Detailed description of project and amount of funding requested
Initial Approach: Submit Letter of Inquiry through online grant portal Copies of proposal: 1 Board meeting date(s): Spring, fall, and winter Deadline(s): See Grant Calendar for current deadlines Final notification: 10 to 15 months for approvals Additional information: After the initial proposal evaluation is made, further detailed information may be requested such as audited financial statements. Exploratory visits by grantseekers are not a requirement GIVING LIMIT AT IONS Giving limited to the U.S., including possessions and territories. No grants to individuals, or for scholarships, endowments, capital projects, direct service programs, or indirect costs greater than 5% associated with projects.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $276,598,134 $1,436,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $4,568,139 Qualifying Distributions: $3,509,543
Giving Activities include: $1,436,000 for grants
Who's Who See who can introduce you to someone at The Arthur Vining Davis Foundations
Officer and Trustees (16) Staff (3) J.H. Dow Davis Chair. Emeritus Annie Bryan Sr. Program Officer Serena Davis Hall Chair. and Trustee John Churchill, Ph.D Dir., Programs Michael J. Murray, Ph.D C.E.O. and Pres Dale Thomas Knobel, Ph.D Sr. Fellow, Higher Education Doreen A. Gross C.O.O.
44 Children and Youth Funding Source Report Holbrook R. Davis Trustee Emeritus Donors (1) Tim Michel C.F.O. Note: If a donor is deceased, the symbol (‡) follows the name. BNY Mellon Arthur Vining Davis ‡ SunTrust Bank Dr. Christopher V. Davis Jame s Coté Amanda Davis Dr. Eric Davis Dr. Jonathan P. Davis John L. Kee, III Sarah Davis Dorothy Davis Kee
T he Arthur Vining Davis Foundations Family foundation
EIN 596159693 LOCATION CONTACT INFORMATION BRIDGE NUMBER 5685811750 814 N. Highway A1A, Suite 300 Telephone: (904) 359-0670 PUBLICATIONS Ponte Vedra Beach, FL United States 32082 Fax: (904) 359-0675 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Annual report County: St. Johns URL: www.avdf.org Grants list Metropolitan area: Jacksonville, FL Informational brochure Congressional district: Florida District 06
Children and Youth Funding Source Report 45 The Benedict Foundation for Independent Schools Vero Beach, FL, United States | (561) 866-0775
Funding Interests SUBJECT S Education, Secondary education
GEOGRAPHIC FOCUS National, Florida, New York, Ohio, Maryland, Georgia (U.S. state), New Mexico, Missouri, South Carolina
SUPPORT Building and renovations, Scholarships STRATEGIES TRANSACTION TYPES Matching grants
About Purpose and Activities Giving for independent secondary schools that have been members of the National Association of Independent Schools for ten consecutive years. Challenge grants are preferred for purposes of improving academic programs, scholarship aid, building programs, faculty salaries, faculty summer workshops, or other programs to improve the quality of the school's educational activities.
Backg round Established in 1983 in DE
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) Joseph Collins Foundation New York City, NY - Education, Health Longview Foundation for Education in World Affairs and International Understanding, Inc. Falls Church, VA - Education, Philanthropy/Voluntarism, Health Org aniz ations, Medical Research, Animals/Wildlife The Algernon Sydney Sullivan Foundation Oxford, MS - Education, Animals/Wildlife, Community Development Jones Family Foundation Mount Prospect, IL - Education, Health Organizations, Philanthropy/Voluntarism Doris G. Quinn Foundation Crown Point, NY - Education, Health Organizations Lola G. Duff & William H. Duff II Scholarship Fund Pittsburgh, PA - Education, Arts and Culture, Mental Health/Crisis Services, Human Services
Applications/RFPs After receipt of letter, BFIS sends a brochure and cover letter specifying requirements. Complete application guidelines available on foundation web site Application form required. Initial Approach: Letter Copies of proposal: 6 Board meeting date(s): June Deadline(s): Applications should be received between Jan. 1 and Mar. 31 Final notification: July GIVING LIMITATIONS Giving on a national basis. No grants to individuals, or for endowment funds or operating costs; or multi-year grants; no loans.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $3,397,331 N/A Gifts Received: N/A TOTAL ASSETS TOTAL GIVING Expenditures: $182,498 Qualifying Distributions: N/A
Giving Activities include: N/A for grants
Who's Who See who can introduce you to someone at The Benedict Foundation for Independent Schools
Officers (4) Donors (1) Peter B. Benedict, II PRESIDENT
46 Children and Youth Funding Source Report Davis M. Benedict VICE PRESIDENT Note: If a donor is deceased, the symbol (‡) follows the name. Randall D. Corwin DIRECTOR Peter B. Benedict Patrick F. Bassett DIRECTOR
T he Benedict Foundation f or Independent Schools Family foundation
EIN 592383209 LOCATION CONTACT INFORMATION BRIDGE NUMBER 4638328184 920 WINDING RIVER RD Telephone: (561) 866-0775 PUBLICATIONS Vero Beach, FL United States 32963 Informational brochure (including application ADDITIONAL LOCATION INFORMATION guidelines) County: Indian River Metropolitan area: Sebastian-Vero Beach, FL Congressional district: Florida District 08
Children and Youth Funding Source Report 47 The Braitmayer Foundation Ellicott City, MD, United States | 5087481665 | [email protected]
Funding Interests SUBJECT S Christianity, Cooperative education, Education, Elementary and secondary education, Elementary education, Environmental education, Higher education, Human services, Humanities, International development, Museums, Performing arts, Rehabilitation, Secondary education, Special population support
GEOGRAPHIC FOCUS National, Massachusetts, California, Brazil, Maine, Washington, New York
POPULATION Academics, Children and youth, Students GROUPS SUPPORT Curriculum development, General support, Program support, Seed money, Systems reform STRATEGIES TRANSACTION TYPES Matching grants
About Purpose and Activities Support primarily for K-12 education. Of particular interest are curricular and school reform initiatives and preparation of, and professional development opportunities for, K-12 teachers. In addition, the foundation provides modest support of activities in Marion, MA, and surrounding communities which will improve the quality of life for residents in the area.
Backg round Trust established in 1964 in MA
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) Neil W. Wallace Foundation Boston, MA - Education, Arts and Culture, Mental Health/Crisis Services The Heartstone Charitable Foundation Moultonborough, NH - Education, Arts and Culture, Community Development, Environment, Animals/Wildlife Hoyt Charitable Foundation Wilmington, DE - Education, Environment, Arts and Culture, International/Foreign Affairs, Community Development Pericles Partners Foundation, Inc. Charlestown, MA - Education, International/Foreig n Affairs, Community Development, Animals/Wildlife, Health Warner Family Foundation Boston, MA - Education, Human Services, Environment, Health, Recreation The Poetry Foundation Chicago, IL - Education, Arts and Culture, Medical Research, Community Development, Employment
Applications/RFPs Faxed or e-mailed applications are not accepted. Applications are to be sent online, through the foundation's web site only. See foundation web site for additional details Application form not required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Contact person 3. Copy of IRS Determination Letter 4. Timetable for implementation and evaluation of project 5. Detailed description of project and amount of funding requested
Initial Approach: 2-page Letter of Inquiry via foundation web site Board meeting date(s): Biannually Deadline(s): Invited organizations will need to submit full proposals by Oct. 15 Final notification: Mar. 15 Additional information: Contact information should include e-mail GIVING LIMIT AT IONS Giving on a national basis; interest also in Marion, MA, and surrounding communities. No grants to individuals, or for building, general operating purposes, endowment funds, or multi-year grants. Unless a small percentage of the total amount requested, normally the foundation does not make grants for childcare, pre-kindergarten, after school programs, or for equipment including hardware, software, and books.
Financials
48 Children and Youth Funding Source Report FOR FISCAL YEAR ENDED 2018-12-31 $3,869,750 $162,756 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $281,802 Qualifying Distributions: $217,826
Giving Activities include: $162,756 for grants
Who's Who See who can introduce you to someone at The Braitmayer Foundation
Officers (5) Donors (1) Eric A Braitmayer Trus tee Note: If a donor is deceased, the symbol (‡) follows the name. Nancy W Corkery Trus tee Marian S. Braitmayer‡ R Davis Webb, Jr. Trus tee Karen L Braitmayer Trus tee Kristina B Hewey Trus tee
T he Braitmayer Foundation Family foundation
EIN 046112131 LOCATION CONTACT INFORMATION BRIDGE NUMBER 5475846632 4725 Dorsey Hall Dr., Ste. A308 Telephone: 5087481665 PUBLICATIONS Ellicott City, MD United States 21042-7713 E-mail: [email protected] Grants list ADDITIONAL LOCATION INFORMATION Prog ram policy statement County: Howard Application guidelines Metropolitan area: Baltimore-Columbia- Towson, MD Congressional district: Maryland District 07
Children and Youth Funding Source Report 49 The Carl and Lily Pforzheimer Foundation, Inc. New York City, NY, United States | (212) 223-6500
Funding Interests SUBJECT S Arts and culture, Basic and remedial instruction, Civic participation, Civics for youth, Community improvement, Economic development, Education, Family services, Higher education, Historical activities, Human services, Human services information, Libraries, Linguistics, Literature and writing, Museums, Nursing care, Performing arts, Philanthropy, Physical and earth sciences, Public administration, Reading promotion, Secondary education, Theater, Visual arts
GEOGRAPHIC FOCUS National, New York, Maine, United Kingdom, China
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Endowments, Fellowships, General support, Internships, Professorships, Program support, Publications, Scholarships, Seed STRATEGIES money TRANSACTION TYPES Matching grants
About Purpose and Activities The foundation maintains publishing and research activities in connection with the Carl H. Pforzheimer Library collection at the New York Public Library in the general field of American and English literature; giving primarily for higher and secondary education; support also for libraries, and cultural programs, public administration, a national municipal organization, and health care.
Backg round Incorporated in 1942 in NY - Founded by the late Carl Pforzheimer, who was a leading investment banker and the owner of Carl H. Pforzheimer & Co.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Dinan Family Foundation New York City, NY - Education, Arts and Culture, Health, Community Development, International/Foreign Affairs Max and Sunny Howard Memorial Foundation New York City, NY - Arts and Culture, Health, Education, Community Development, Human Services Betts Family Foundation New York City, NY - Arts and Culture, Education, International/Foreign Affairs, Community Development, Health The Chazen Foundation New York City, NY - Arts and Culture, Community Development, Education, Health, Civil/Human Rights The Tianaderrah Foundation Unadilla, NY - Education, Arts and Culture, Health, Medical Research, Community Development
Applications/RFPs Application form not required. Applicants should submit the following : 1. Brief history of organization and description of its mission 2. Qualifications of key personnel 3. Detailed description of project and amount of funding requested
Initial Approach: Letter or proposal Copies of proposal: 1 Board meeting date(s): Apr., Oct., and Dec. Deadline(s): None Final notification: Generally, following board meeting GIVING LIMIT AT IONS Giving on a national basis. No support for religious or political organizations. No grants to individuals, or for building funds; no loans.
Financials FOR FISCAL YEAR ENDED 2018-12-31 $326,194 $20,500 Gifts Received: $502,976 TOTAL ASSETS T OT AL GIVING Expenditures: $392,310 Qualifying Distributions: $367,830
50 Children and Youth Funding Source Report Giving Activities include: $20,500 for grants
Who's Who See who can introduce you to someone at The Carl and Lily Pforzheimer Foundation, Inc.
Officers (10) Staff (2) Carl H Pforzheimer, III PRESIDENT AND TREASURER Daniel Dibbern CO-EDITOR Nancy P Aronson VICE-PRESIDENT Doucet D Fischer CO-EDITOR George L K Frelinghuysen ASST TREASURER/ ASST secretary Anthony Ferranti COMPTROLLER Donors (2) Jennifer Lui SECRETARY/Administrative asst Note: If a donor is deceased, the symbol (‡) follows the name. Edgar D Aronson DIRECTOR Nancy P Aronson Edith S Aronson DIRECTOR Nancy P Aronson Eliz abeth S Pforz heimer DIRECTOR Gary M Pforzheimer DIRECTOR Richard M Sallick Director
T he Carl and Lily Pf orzheimer Foundation, Inc. Family foundation
EIN 135624374 LOCATION CONTACT INFORMATION BRIDGE NUMBER 6956249860 950 3rd Ave., 30th Fl. Telephone: (212) 223-6500 New York City, NY United States 10022-2705 ADDITIONAL LOCATION INFORMATION County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12
Children and Youth Funding Source Report 51 The Chatlos Foundation, Inc.
Long wood, FL, United States | www.chatlos.org | 212-867-9630 | [email protected]
Funding Interests SUBJECT S Basic and emergency aid, Child welfare, Christianity, Diseases and conditions, Education, Family services, Graduate and professional education, Health, Higher education, Hospital care, Human services, In-patient medical care, Mental health care, Nursing care, Nursing education, Performing arts, Rehabilitation, Religion, Shelter and residential care, Special population support, Theology, Youth development
GEOGRAPHIC FOCUS National, Florida, Georgia (U.S. state), India, China, New Jersey, Haiti, New York, Iran, Cuba
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Curriculum development, Debt reduction, Equipment, General support, Individual development, Program support, STRATEGIES Publications, Scholarships, Technical assistance TRANSACTION TYPES Matching grants
ORGANIZAT ION Associations TYPES
About Purpose and Activities Grants for higher education and religious causes; giving also for hospitals, health agencies, social services, and child welfare.
Backg round Incorporated in 1953 in NY - A native of Bridgeport, Connecticut, William Chatlos was born in 1889. As a young man, he worked for a builder and lumber man and learned the craft of drafting house plans during night classes at the YMCA. He built his first house at the age of 17 and continued to build houses, apartment buildings, and office buildings in Connecticut, New York, New Jersey, and Florida until his death in 1977. On June 27, 1953 Mr. Chatlos founded the Chatlos Foundation.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Ryder System Charitable Foundation, Inc. Miami, FL - Animals/Wildlife, Education, Community Development, Health, Arts and Culture Jerome A. Yavitz Charitable Foundation, Inc. Miami Beach, FL - Health, Community Development, Education, Arts and Culture, Animals/Wildlife Scheidel Foundation Falls Church, VA - Community Development, Education, Philanthropy/Voluntarism, Animals/Wildlife, Health NextEra Energy Foundation, Inc. Juno Beach, FL - Education, Animals/Wildlife, Community Development, Environment, Mental Health/Crisis Services Morton Family Foundation Hobe Sound, FL - Agriculture/Food, Environment, Health, Education, Arts and Culture Eda and Cliff Viner Family Foundation, Inc. Boca Raton, FL - Health, Education, Community Development, Human Services, Animals/Wildlife
Applications/RFPs See foundation web site for proposal instructions. Application form may be requested in writing or printed from the foundation web site. Only 1 grant to an organization within a 12-month period. Do not bind or staple proposal Application form required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Copy of IRS Determination Letter 3. Detailed description of project and amount of funding requested
Initial Approach: Submit proposal via online process on foundation web site Board meeting date(s): Quarterly Deadline(s): None Final notification: Approximately 120 days Additional information: Cover letter should include the project description and specified amount requested and a copy of the completed Chatlos Foundation application form
52 Children and Youth Funding Source Report GIVING LIMIT AT IONS Giving on a national basis. No support for individual church congregations, primary or secondary schools, the arts, or for organizations in existence for less than two years as indicated by the date of their tax exempt letter from the IRS. No grants to individuals, or for seed money, deficit financing, endowment funds, medical research, conferences, bricks and mortar, or multi-year grants; no loans .
Financials FOR FISCAL YEAR ENDED 2017-12-31 $56,957,151 $1,539,300 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $3,477,726 Qualifying Distributions: $2,610,353
Giving Activities include: $1,539,300 for grants
Who's Who See who can introduce you to someone at The Chatlos Foundation, Inc.
Officers (8) Staff (1) William J Chatlos TRUSTEE, PRESIDENT, CEO, C Carol Nicholas Kathryn A Randle TRUSTEE, CHAIRPERSON, EXECUTIVE EXECUTIVE SECRETARY Michele C Roach SENIOR VP, . GRANT PROGRAM D . ,E William J Chatlos, III VICE PRESEIDENT, DISCRET G Donors (2) Cindee Random TRUSTEE, FIELD REP MANAGER, TR Note: If a donor is deceased, the symbol (‡) follows the name. Janet Chatlos TRUSTEE Bristol Door and Lumber Co., Inc. Kimberly Grimm TRUSTEE William F. Chatlos‡ Charles O Morgan TRUSTEE
T he Chatlos Foundation, Inc. Family foundation EIN 136161425 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7659962629 P.O. Box 915048 Telephone: 212-867-9630 PUBLICATIONS Longwood, FL United States 32791-5048 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: www.chatlos.org Informational brochure (including application County: Seminole guidelines) Metropolitan area: Orlando-Kissimmee- Sanford, FL Congressional district: Florida District 07
Children and Youth Funding Source Report 53 The David and Lucile Packard Foundation
Los Altos, CA, United States | www.packard.org | (650) 948-7658 | [email protected]
Funding Interests SUBJECT S Agriculture, Antidiscrimination, Aquatic wildlife protection, Arts and culture, Biodiversity, Chemical engineering, Child development, Community beautification, Cultural awareness, Early childhood education, Education, Elementary and secondary education, Energy efficiency, Environment, Family planning, Family services, Fishing and aquaculture, Food aid, Foundations, Geography, Health insurance, Higher education, Housing development, Human services, Individual liberties, Marine science, Museums, Natural resources, Nonprofits, Performing arts, Philanthropy, Population studies, Public affairs, Reproductive health care, Reproductive rights, Science, Venture philanthropy, Youth development
GEOGRAPHIC FOCUS National, International, Colorado, California, Sub-Saharan Africa, Southern Asia, Oceania, Global Programs, Mexico, Indonesia, Ethiopia, India
POPULATION Children and youth, Economically disadvantaged people, Low-income people, Women and girls GROUPS SUPPORT Capacity-building and technical assistance, Continuing support, Fellowships, General support, Grantee relations, Land STRATEGIES acquisitions, Leadership and professional development, Participatory grantmaking, Program evaluations, Program support, Public engagement and education, Research, System and operational improvements
TRANSACTION TYPES Employee matching gifts, Matching grants, Pro bono consulting services, Program-related investments
ORGANIZAT ION Operating foundations TYPES
About Purpose and Activities The David and Lucile Packard Foundation is a family foundation. The foundation works on the issues its founders cared about most: improving the lives of children, enabling the creative pursuit of science, advancing reproductive health, and conserving and restoring the earth’s natural systems. The foundation invests in effective organizations and leaders, collaborates with them to identify strategic solutions, and supports them over time to reach its common goals.
Backg round Incorporated in 1964 in CA - Founded by the late David and Lucile Packard, co-founders of Hewlett-Packard (HP). HP is a global corporation developing and manufacturing information technology such as data storage, networking hardware and a variety of other technological products. The Packards formalized their passion for philanthropy in 1964 when they established the David and Lucile Packard Foundation. They believed America to be the home of a unique type of organization—foundations—that constitute a great American tradition and complement government efforts to focus on society’s needs. Today, their children and grandchildren continue to help guide the Foundation’s work.
Prog ram Areas (8) Children, Families, and Communities (CFC) The program works to ensure opportunities for all children to reach their potential by addressing two interrelated and fundamental needs that must be met for children to thrive: health and education. The focus areas are: 1) Early Learning. This program seeks to improve the quality of early learning and developmental experiences, in both formal and informal settings, for all children in California from birth through age five; 2) Children's Health Insurance. This program works to ensure that all children receive appropriate health care by creating nationwide systems that provide access to health insurance for all children; and 3) After-School and Summer Enrichment. This program aims to strengthen California’s public commitment to school-based, after-school programs and to ensure that after-school and summer learning opportunities are fully integrated in to the education system .
Conservation and Science The program invests in action and ideas that conserve and restore ecosystems while enhancing human well-being. It supports public policy reforms, changes in private sector practices, and scientific activities to develop essential knowledge and tools for addressing current and future priorities. Focus areas include: 1) Climate: Reducing emissions that contribute to environment-damaging climate change; 2) Oceans: Working toward healthy oceans that support a diversity and abundance of marine life which can withstand pressures over time, providing people and communities with food, stable livelihoods and economic, social and cultural benefits; 3) Land: Working to protect some of the continent’s iconic natural treasures and remaining wilderness areas; 4) Science: Supporting efforts to gather fresh knowledge about the Earth’s ecosystems and use these findings to generate creative solutions .
Local Grantmaking The program supports an array of nonprofit organizations in geographic areas that are significant to the Packard family. These include the five California counties that surround the Foundation’s headquarters in Los Altos, California: San Mateo, Santa Clara, Santa Cruz, Monterey, and San Benito, as well as Pueblo, Colorado, the birthplace of David Packard. The goal in supporting these communities is to help make them stronger and more vibrant places where all families can thrive and reach their potential. To achieve this goal, the Local Grantmaking program focuses its resources on addressing six fundamental issue areas: 1) Arts; 2) Children and Youth; 3) Conservation and Science; 4) Food and Shelter; 5) Population and Reproductive Health; 6) Beyond the Check .
Matching Gifts All foundation employees are eligible to have their gifts to public charities, schools, colleges and other 501(c)(3) organizations matched by the foundation. The gifts may range from $35 to $10,000 per calendar year.
Organizational Effectiveness and Philanthropy Funds
54 Children and Youth Funding Source Report The program supports grantees to help them build core strengths in areas like strategic and business planning, financial management, board and executive leadership, and communications. It also makes grants to build these capacities among groups of leaders and cohorts of grantees, through initiatives called Partnership Projects —so that nonprofit leaders can share knowledge, learn from their peers, and grow their networks. Partnership Projects are grants focused on groups of leaders and cohorts of grantees. They are developed as a collaboration between Organizational Effectiveness and programs at the foundation, grantees and, when possible, other funders, and are designed to allow grantees to strengthen organizational capacity and learn from and connect with their peers.
Population and Reproductive Health The program seeks to promote women’s reproductive health and rights and to stabilize population growth. The program supports efforts to expand access to and improve the quality of essential services, including comprehensive sexuality education, voluntary family planning/contraception, and safe abortion. It focuses its efforts in South Asia, Sub-Saharan Africa, and the United States. In each region, it makes grants to strengthen service delivery, build leadership and advocacy capacity, and shift social and cultural norms that prevent women and youth from seeking the services they need to make healthy reproductive decisions. The foundation uses the evidence and experience it collects to forge partnerships with global research and advocacy organizations, especially youth-led networks, and to shape the discourse at the regional and global levels. .
Program-Related Investment The foundation has made PRIs in the form of loans, guarantees and equity within its program areas when organizations can demonstrate that repayment will be forthcoming. Historically, the foundation has made PRIs to support a range of activities including acquisition of land for environmental conservation purposes, acquisition and/or construction of grantee and nonprofit facilities, and implementation of grantee program- and mission-driven ventures.
Scholarship Program: The Packard Fellowships for Science and Engineering In 1988, the Packard Foundation established the Packard Fellowships for Science and Engineering to allow the nation’s most promising professors to pursue science and engineering research early in their careers with few funding restrictions and limited reporting requirements. The program arose out of David Packard’s commitment to strengthening university-based science and engineering programs in recognition that the success of the Hewlett-Packard Company, which he cofounded, derived in large measure from the research and development in university laboratories. Average Scholarship: $875,000 What Scholarship Covers: Research-related expenses Degree Program: Post-graduate research Geographic Scope of Student: Must be a professor at one of 50 selected universities (https://www.packard.org/what-we-fund/science/packard-fellowships-for-science-and-engineering/invited-institutions) Host Countries: USA Population Served: Promising early-career professors in science and engineering Program Model: Project-based Additional Resources: https://www.packard.org/wp-content/uploads/2017/12/2018-Packard-Fellows-Guidelines.pdf .
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) The William and Flora Hewlett Foundation Menlo Park, CA - Environment, Education, Arts and Culture, Philanthropy/Voluntarism, Recreation Heising -Simons Foundation Los Altos, CA - Education, Environment, Mental Health/Crisis Services, Community Development, Arts and Culture Gordon and Betty Moore Foundation Palo Alto, CA - Environment, Mental Health/Crisis Services, Health, Education, Recreation Doris & Donald Fisher Fund San Francisco, CA - Education, Animals/Wildlife, Health Org aniz ations, Medical Research, Community Development Charles and Helen Schwab Foundation San Francisco, CA - Community Development, Education, Health, Recreation, Animals/Wildlife The Marisla Foundation Laguna Beach, CA - Environment, Health, Recreation, Mental Health/Crisis Services, Safety/Disasters
Applications/RFPs Review program guidelines online; foundation does not accept proposals for all of their areas of interest Application form not required. Applicants should submit the following : 1. Detailed description of project and amount of funding requested 2. Name, address and phone number of organization 3. Qualifications of key personnel 4. Results expected from proposed grant 5. Signature and title of chief executive officer 6. Timetable for implementation and evaluation of project 7. Brief history of organization and description of its mission 8. Additional materials/documentation 9. Listing of additional sources and amount of support 10. Copy of current year's organizational budget and/or project budget 11. Copy of most recent annual report/audited financial statement/990 12. Contact person 13. Listing of board of directors, trustees, officers and other key people and their affiliations 14. How project's results will be evaluated or measured 15. Copy of IRS Determination Letter 16. Geographic area to be served
Initial Approach: Proposal or 2- to 3-page letter of inquiry Copies of proposal: 1 Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None Final notification: Varies
Children and Youth Funding Source Report 55 GIVING LIMIT AT IONS Giving for national and international grants, with a special focus on the Northern CA counties of San Mateo, Santa Clara, Santa Cruz, Monterey, and San Benito; giving also in Pueblo, Colorado. No support for religious or political organizations. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $7,850,230,455 $335,249,144 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $380,569,988 Qualifying Distributions: $403,153,759
Giving Activities include: $335,249,144 for grants
Who's Who See who can introduce you to someone at The David and Lucile Packard Foundation
Officers and Trustees (18) Staff (73) Susan Packard Orr Chair. and Trustee Justina Acevedo-Cross Prog. Off., Children, Families, and Communities Nancy Packard Burnett Vice-Chair. and Trustee Kathy Barton Grantmaking Opers. Coord. Julie E. Packard Vice-Chair. and Trustee Jennifer Blum Prog. Off., Population and Reproductive Health Carol S. Larson C.E.O. and Pres. and Trustee Inger Brinck Prog. Opers. Mgr., Children, Families and Communities and Chris DeCardy V.P. and Dir., Prog s. Local Grantmaking Craig Neyman V.P. and C.F.O. Audrey Chang Prog. Off., Conservation and Science John H. Moehling C.I.O. Cheryl Chang Prog. Specialist., Organizational Effectiveness, and Mary Anne Rodgers Secy. and Genl. Counsel Philanthropy, and President's Fund Ipek S. Burnett John Claussen Prog. Off., Conservation and Science Linda Grieg o Ellen Clear Prog. Off., Local Grantmaking Edward W. Barnholt Lester Coutinho Prog. Off., Population and Reproductive Health Jason K. Burnett Richard Cudney Prog. Off., Conservation and Science Michael J. Klag Lana Dakan Prog. Off., Population and Reproductive Health Jane Lubchenco Eunice Delumen Grantmaking Opers. Compliance Mgr. Linda A. Mason Justin Guay Prog. Off., Conservation and Science David Orr Minna Jung Dir., Comms. Louise Stephens Tamara Kreinin Dir., Population and Reproductive Health Ward W. Woods Kai N. Lee, Ph.D Prog. Off. and Mgr., Conservation and Science Heather Ludemann Prof. Off., Conservation and Science Felicia Madsen Comm. Dir. Jessica Mancini Prog. Off., Local Grantmaking Jamaica Maxwell Prog. Off., Organizational Effectiveness, Philanthropy, and President's Fund Belinda Morris Prog. Off., Conservation and Science Lori Prince Dir., HR Walter V. Reid, Ph.D Dir., Conservation and Science Curt Riffle Prog. Off., Conservation and Science Mary Anne Rodgers General Counsel Mig uel M. Salinas Prog. Off., Local Grantmaking Bernadette Sangalang Prog. Off., Children, Families and Communities Diana Scearce Dir., Evaluation and Learning Jeff Sunshine Prog. Off., Children, Families and Communities Xiao-Wei Wang Prog. Mgr., Conservation and Science Stacey Lenn Webb Dir., Prog. Opers. and Info. Irene Wong Dir., Local Grantmaking Linda Schuurmann Baker Prog. Off., Organizational Effectiveness, Philanthropy, and President's Fund Meredith Blair Off., Eval. and Learning Vanes s a Fumia Grantmaking Opers. Systems Mgr. Amy Gavin Prog. Opers. Mgr., Population and Reproductive Health Mary Shipsey Gunn Pueblo Grantmaking Mgr. Meg an Jellinek Legal Analyst Merra Mani Dir., Children, Families and Communities Lisa Monzon Prog. Off. and Mgr., Conservation and Science Kathleen Reich Dir., Organizational Effectiveness and Philanthropy Susan Phinney Silver Prog. Mgr., Program-Related Investment Stella Underwood Grantmaking Opers. Coord. Kristine Ashfield Prog. Opers. Coord., Conservation and Science Prog. Liane Wong Prog. Off., Children, Family and Communities Meg Caldwell Deputy Director, Oceans
56 Children and Youth Funding Source Report Kai Carter Prog. Off., International Conservation and Agriculture Juli Chamberlin Prog. Assoc., Conservation and Science Prog. Karina Chamorro Prog. Assoc., International Conservation and Agriculture Katie Chansler Prog. Assoc., Conservation and Science Gina Crescenti Prog. Assoc., Local Grantmaking Lisa Dacey Prog. Opers. Mgr., Population and Reproductive Health Georg e Dallas Prog. Assoc., Children, Families, and Communities Emily Dwyer Prog. Assoc., Organizational Effectiveness and Philanthropy Sara Elkin Prog. Opers. Asst., Population and Reproductive Health Chad Eng lish Prog. Off., Conservation and Science Linda Garg iulo Prog. Assoc., Organizational Effectiveness Katie Harkin Prog. Assoc., Children, Families, and Communities Kathy Hesse Prog. Assoc., Conservation and Science Mary Ho Prog. Opers. Mgr., Local Grantmaking Sarah Hogan Prog. Off., Conservation and Science Amy Ifte khar Prog. Assoc., Population and Reproductive Health Chase Jaz Prog. Assoc., Conservation and Science Arum Lansel Prog. Opers. Mgr., Organizational Effectiveness and Philanthropy Alisa E. Mullig an Cont. Linda Shak Assoc. Prog. Off., Children, Families, and Communities Laura Sullivan Prog. Assoc., Conservation and Science Alyssa Tartag lione Prog. Assoc., Population and Reproductive Health Joanne Tong Prog. Assoc., Children, Families, and Communities Trisha Violette Prog. Assoc., Children, Families, and Communities Xiao-Wei Wang Packard Fellows Prog. Mgr., Conservation and Science Ashley Young Prog. Assoc., Population and Reproductive Health Meredith Blair Pearlman Dir., Eval. and Learning
Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. David Packard‡ Lucile Packard‡
T he David and Lucile Packard Foundation Family foundation
EIN 942278431 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2692232495 343 Second St. Contact: Communications Dept. PUBLICATIONS Los Altos, CA United States 94022-3632 Telephone: (650) 948-7658 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Annual report County: Santa Clara URL: www.packard.org Financial statement Metropolitan area: San Jose-Sunnyvale-Santa Grants list Clara, CA Newsletter Congressional district: California District 18 Occasional report Prog ram policy statement Program policy statement (including application guidelines)
MEMBERS HIPS Reg ional Associations of Grantmakers Colorado Association of Funders Northern California Grantmakers
Affinity Groups Asian Americans/Pacific Islanders in Philanthropy, Grantmakers in Health Inc. Grantmakers in the Arts BoardSource Hispanics in Philanthropy Grantmakers for Education International Human Rights Funders Group Grantmakers for Effective Organizations Mission Investors Exchange National Committee for Responsive Philanthropy Technology Affinity Group The Philanthropy Roundtable
Associations and Other Philanthropic Organizations Candid Hispanics in Philanthropy International Human Rights Funders Group
Children and Youth Funding Source Report 57 The Dorothea Haus Ross Foundation
Rochester, NY, United States | www.dhrossfoundation.org | [email protected]
Funding Interests SUBJECT S Antidiscrimination, Business and industry, Child development, Child educational development, Child welfare, Christianity, Consumer protection, Diseases and conditions, Economic development, Education, Family services, Health, Human rights, Individual liberties, International development, International relations, Pediatrics, Rehabilitation
GEOGRAPHIC FOCUS National, Mexico, Pennsylvania, Haiti, Missouri, New York, China, Nepal, District of Columbia, Montana, Vietnam, California, Ug anda
POPULATION Adolescents, American Indians, Boys, Children, Children and youth, Economically disadvantaged people, Girls, Infants and GROUPS toddlers, Low-income people, Orphans, People with hearing impairments, People with physical disabilities, People with psychosocial disabilities, People with vision impairments
SUPPORT Capital and infrastructure, Emergency funds, Equipment, General support, Program support, Publications, Seed money STRATEGIES T RANSACT ION T YPES Matching grants
ORGANIZAT ION Associations TYPES
About Purpose and Activities Giving to advance the moral, mental, and physical well-being of children of all races and creeds in all parts of the world; and to aid and assist in providing for the basic needs of food, shelter, and education of such children by whatever means and methods necessary or advisable. The foundation provides direct aid and assistance to vulnerable children between the ages of 0-18, including those who are ill, orphaned, disabled, injured, disfigured, abused and malnourished or have limited access to education.
Backg round Established in 1979 in NY
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) Samuel H. Kress Foundation New York City, NY - Arts and Culture, Education, Medical Research, Health Org aniz ations, Animals/Wildlife The Altman/Kazickas Foundation New York City, NY - Education, Community Development, Arts and Culture, Health, Civil/Human Rights The Raymond Debbane Family Foundation New York City, NY - Education, Arts and Culture, Health, Agriculture/Food, Philanthropy/Voluntarism The Robert J. Stransky Foundation Punta Gorda, FL - Education, Community Development, Philanthropy/Voluntarism, Human Services, Health LMCL, Inc . New York City, NY - Education, Community Development, Agriculture/Food, Arts and Culture, Human Services Weil, Gotshal & Manges Foundation Inc. New York City, NY - Employment, Education, Community Development, Health, Animals/Wildlife
Applications/RFPs Grant proposals are by invitation only, upon review of letter of inquiry. See foundation web site for guidelines. The foundation is less interested in larger projects or capital campaigns that are better left to larger foundations and organizations. Water projects are limited to schools, orphanages and medical centers where children predominate. Organizations applying to the foundation from outside the U.S. should call or e-mail the office for further instructions, or to clarify if whether or not grants are permissible in their country under U.S. law Application form not required. GIVING LIMIT AT IONS Giving on a national and international basis (with the following exceptions: Burma, Cuba, Liberia, Libya, North Korea, Sierra Leone, Somalia, Sudan, Nigeria and Zimbabwe). Non-U.S. charities must find a U.S. charity or a Religious Order located near them that has a U.S. affiliate office. No support for day care or public education in America, or to non-U.S. countries where there is war, widespread violence, or where a breakdown of law and order exists or is probable, or to non-U.S. countries where grants are prohibited by the U.S. Department of the Treasury as listed in the Office of Foreign Assets Control Program Summary (OFAC). No grants to individuals, or for operating budgets, continuing support, annual campaigns, deficit financing, conferences, or fellowships; no loans.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $19,169,794 $655,727 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $985,830
58 Children and Youth Funding Source Report Qualifying Distributions: $892,398
Giving Activities include: $655,727 for grants
Who's Who See who can introduce you to someone at The Dorothea Haus Ross Foundation
Officers (4) Staff (1) Kathryn C. Chamberlin Trus tee Kenneth Goody Charles C. Chamberlain Trus tee Foundation Execu Edward C Radin, III, Esq. Trus tee Bank of America Trus tee Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Dorothea Haus Ross‡
T he Dorothea Haus Ross Foundation Independent foundation
EIN 161080458 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7969154788 1036 Monroe Ave. Fax: (585) 473-6007 PUBLICATIONS Rochester, NY United States 14620-1725 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: www.dhrossfoundation.org Annual report County: Monroe Grants list Metropolitan area: Rochester, NY Congressional district: New York District 25
MEMBERS HIPS Affinity Groups Association of Small Foundations
Children and Youth Funding Source Report 59 The Ella George Children's Foundation Inc. Wilming ton, DE, United States | 8008391754 | [email protected]
Funding Interests SUBJECT S Camps, Community recreation, Education, Elementary and secondary education, Higher education, Physical and earth sciences, Special needs education, Sports and recreation, Youth development
GEOGRAPHIC FOCUS National, California, Bahamas, Massachusetts, Brazil
POPULATION Academics, Children and youth, People with disabilities, Students GROUPS SUPPORT Camperships, Individual development, Program support, Scholarships STRATEGIES TRANSACTION TYPES Matching grants, Program-related investments
About Purpose and Activities The foundation partners with non-profit organizations, supporting initiatives and programs that enhance the lives of children globally with positive and measurable outcomes. The strategic funding priorities of the foundation are represented under four core program areas: 1) Microfinance and Microenterprise; 2) Education and Literacy; 3) Early Childhood and Youth Empowerment, and; 4) Sustainable Environmental Health. As of 2010 only projects that fit within the Education and Literacy portfolio are considered. The mission of the foundation is to effect positive, sustainable, and long-term change in the lives of underserved and economically disadvantaged children.
Backg round Established in 2005
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) Fullen-Smith Foundation San Marino, CA - Education, Health, Community Development, Civil/Human Rights, Arts and Culture The Leding ham Family Charitable Foundation Wellesley, MA - Education, Animals/Wildlife, Community Development Long Family Charitable Foundation Wellesley, MA - Education, Community Development, Arts and Culture, Health, Mental Health/Crisis Services The Leslie Peter Foundation New York City, NY - Health, Community Development, Education, Philanthropy/Voluntarism, Employment Lawrence Family Foundation Chicago, IL - Education, Community Development, Arts and Culture
Applications/RFPs Full proposals are accepted by invitation only following a letter of inquiry. Application form required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Copy of IRS Determination Letter 3. Brief history of organization and description of its mission 4. Detailed description of project and amount of funding requested
Initial Approach: Letter of Inquiry (mailed or preferably via e-mail in PDF format; For Letters of Inquiry submitted via email: the Subject Line of your email MUST read: "Letter of Inquiry and [the Name of your organization]". This format MUST be adhered to or your Letter of Inquiry will NOT be considered. Deadline(s): Proposal Final notification: Within 30 days GIVING LIMIT AT IONS Giving on a national and international basis. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2018-12-31 $465,830 $25,500 Gifts Received: $0 TOTAL ASSETS T OT AL GIVING Expenditures: $30,942 Qualifying Distributions: $30,525
Giving Activities include:
60 Children and Youth Funding Source Report $25,500 for grants
Who's Who See who can introduce you to someone at The Ella George Children's Foundation Inc.
Officers (2) Donors (2) Christopher L Griffiths Pres, Dir, Sec Note: If a donor is deceased, the symbol (‡) follows the name. M Steiner-Griffiths Dir, VP Christopher L. Griffiths M. Steiner-Griffiths
T he Ella Georg e Children's Foundation Inc. Family foundation
EIN 202056618 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7525372877 501 Silverside Rd., Ste. 123 Telephone: 8008391754 Wilmington, DE United States 19809-1377 E-mail: [email protected] ADDITIONAL LOCATION INFORMATION County: New Castle Metropolitan area: Philadelphia-Camden- Wilmington, PA-NJ-DE-MD Congressional district: Delaware District At- large
Children and Youth Funding Source Report 61 The Harry and Jeanette Weinberg Foundation Inc, Inc. Owings Mills, MD, United States | hjweinbergfoundation.org | 4106548500
Funding Interests SUBJECT S Basic and emergency aid, Economic development, Education, Education services, Elementary and secondary education, Family services, Food aid, Health, Housing development, Human services, Mental health care, Nonprofits, Senior services, Shelter and residential care, Special population support, Youth development
GEOGRAPHIC FOCUS National, International, New York, Pennsylvania, Maryland, Hawaii, Israel
POPULATION Academics, Children and youth, Economically disadvantaged people, Extremely poor people, Low-income people, People with GROUPS disabilities, Seniors, Students SUPPORT Building and renovations, Capital and infrastructure, Capital campaigns, Equipment, General support, Program support STRATEGIES TRANSACTION TYPES Matching grants
About Purpose and Activities Support for programs and direct services (including general operating grants) and capital projects that assist low-income and vulnerable individuals and families primarily located in Maryland, Hawaii, Northeastern Pennsylvania, Israel and the Former Soviet Union.
Backg round Incorporated in 1959 in MD - Founded by Harry Weinberg and his wife, Jeanette. The late Harry Weinberg was actively involved in real estate and other business pursuits throughout many areas of the United States, with primary concentrations in several of the Hawaiian Islands, Baltimore, Maryland and Scranton, Pennsylvania. For portions of the 1950s and 1960s, he headed a diverse intra-urban transportation empire, owning mass transit bus lines in New York, Scranton, Dallas, and Honolulu. He accumulated an even larger fortune in securities and real estate. At the time of his death in 1990, he was the largest single real estate investor in Hawaii. His late wife, Jeanette, was an avid painter and philanthropist.
Prog ram Areas (11) Basic Human Needs The foundation supports programs that meet the basic needs of individuals, families, and communities. These include programs in the areas of homeless services, economic assistance, food security, and health. Goals of this program area include providing 1) A safe and stable place to call home; 2) Appropriate support services to aid homeless youth in reaching self-sufficiency; 3) Short-term economic and social service support in times of hardship; 4) Sufficient and nutritious food; and 5) Increased access to healthcare. For more information see the foundation website or contact Amy Kleine, Prog. Dir., e- mail:[email protected] or tel.: 410-654-8500, ext. 268.
Disabilities The foundation supports programs that respect and promote the independence, integration, individual choice, and civil rights of children and adults with intellectual, physical, and sensory disabilities as necessary preconditions for a good life. Goals of this program area include providing grants in the following areas 1) Housing; 2) Employment; 3) Early intervention; 4) Community-based services for those with psychiatric illnesses; 5) Integrated summer camps and other social programs; 7) Legal aid programs and access to benefits; and 9) Assistive technology. For more information see the foundation website or contact Stan Goldman, Prog. Dir., e-mail:[email protected] or tel.: 410-654-8500, ext. 263.
Education (United States) The foundation supports organizations and programs committed to ensuring that children are ready for kindergarten; achieve grade-level academic performance in reading, math, and science; and graduate from high school prepared for college and the workplace. This portfolio includes an emphasis on STEM (Sciences, Technology, Engineering, and Math) literacy, out-of-school time, early childhood development, and child and family safety. Goals of this program area include providing 1) early childhood education programs; 2) STEM programs; and 3) out of school time programs. For more information see the foundation website or contact Sheryl Goldstein, Prog. Dir., e-mail:[email protected] or tel.: 410-654-8500, ext. 217.
Employee Giving Prog ram The Baltimore Elementary and Middle School Library Project (The Weinberg Library Project), now involving more than 30 partners, works with Baltimore City Public schools to design, build, equip, and staff new or renovated libraries in selected schools where existing public funds can be leveraged. The Weinberg Foundation has committed a total of $10 million to build up to 24 school libraries for what is expected to be a legacy project. The first three libraries were dedicated in the fall of 2012. Five school libraries have already been transformed, and four more are scheduled to open in 2014. The new school libraries include the latest learning technologies; thousands of new books; and dedicated spaces for study, research, and instruction as well as for parent/ guardian visits.
General Community Support The foundation supports Jewish and non-Jewish community development efforts including major programs of Associated Black Charities, The Associated: Jewish Community Federation of Baltimore, Baltimore Community Foundation, United Way of Central Maryland, and Catholic Charities. Grants made within this program area also support efforts such as renovation or construction of affordable housing, neighborhood revitalization, and community improvement projects in low-income neighborhoods. For more information see the foundation website or contact Kate Sorestad, Prog. Off., e-mail: [email protected] or tel.: 410-654-8500, ext. 249 .
Israel Mission Prog ram
62 Children and Youth Funding Source Report For many years, the foundation has been privileged to bring prominent community and government leaders, primarily from Maryland, to visit Israel. The goal has been to provide a rare opportunity to witness first-hand, how individuals have overcome adversity, organized themselves, and thrived with dignity in such a complicated region of the world. The objective of this educational trip is to present Israel to the trip participants so that they can better understand and interpret the complex realities of the Middle East.
Israel Mission/Alumni Scholars After building relationships with Mission participants for several years, in 2007 the foundation launched the Alumni Scholars Program. The program includes annual events with keynote speakers covering current issues in Israel and throughout the Middle East as well as book mailings, an alumni directory, and reunion dinners. More than 400 Israel Mission Alumni now remain connected with the Weinberg Foundation, as well as each other.
Maryland Small Grants Program MSGP is intended to help smaller, eligible nonprofits more easily and efficiently apply for funding, an initial grant of up to $50,000 for two years ($100,000 total). Funding for additional years may be available. The four year limit for funding is no longer in effect. Funding beyond four years is subject to certain conditions. MSGP includes all foundation grantmaking areas: Basic Human Needs & Health; Disabilities; Education (United States); General Community Support; Older Adults; and Workforce Development. For more information see the foundation website.
Older Adults This is the largest single area of grantmaking by the foundation. No other American foundation of similar size has emphasized care for low-income and vulnerable older adults to this extent. The foundation seeks to fund organizations that help the frailest, poorest older adults to live dignified, meaningful, and engaged lives in the community and maintain their independence for as long as possible. The following principles guide grantmaking for the Older Adults portfolio: 1) Serve the poorest; 2) Serve the most vulnerable; 3) Address the most basic needs; and 4) Build the field. In addition, the program has priority areas for capital and operating grants. For capital grants: 1) Residential care facilities; 2) Housing construction and repair; and 3) Community-based facilities. For operating grants: 1) Community-based services and supports to meet the most basic needs; 2) Informal caregiver support; 3) Promotion of professional long-term care workforce; and 4) Economic Security. For more information see the foundation website or contact Michael Marcus, Prog. Dir., e-mail: [email protected] or tel.: 410-654-8500, ext. 244.
Weinberg Library Project The Baltimore Elementary and Middle School Library Project (The Weinberg Library Project), now involving more than 30 partners, works with Baltimore City Public schools to design, build, equip, and staff new or renovated libraries in selected schools where existing public funds can be leveraged. The foundation has committed a total of $10 million to build up to 24 school libraries for what is expected to be a legacy project. The first three libraries were dedicated in the fall of 2012. Five school libraries have already been transformed, and four more are scheduled to open in 2014. The new school libraries include the latest learning technologies; thousands of new books; and dedicated spaces for study, research, and instruction as well as for parent/ guardian visits.
Workforce Development The foundation is committed to helping people help themselves by obtaining and retaining employment, preferably on a career track. The foundation supports programs that provide the “life-tools” for clients to lift themselves from poverty into solid self-support. Goals of this program area include providing 1) Job-Readiness training; 2) Financial literacy; 3) Adult entrepreneurship programs; and 4) Youth and work programs. For more information see the foundation website or contact Marci Hunn, Prog. Dir., e-mail: [email protected] or tel.: at 410-654-8500, ext. 261.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Osprey Foundation Towson, MD - Community Development, Recreation, Education, Environment, Health The Jacob and Hilda Blaustein Foundation, Inc. Baltimore, MD - Education, Civil/Human Rig hts, Health, Philanthropy/Voluntarism, Animals/Wildlife The Morton K. and Jane Blaustein Foundation, Inc. Baltimore, MD - Education, Civil/Human Rig hts, Health, Animals/Wildlife, Employment The Annie E. Casey Foundation Baltimore, MD - Community Development, Recreation, Education, Agriculture/Food, Employment Town Creek Foundation, Inc. Easton, MD - Environment, Recreation, Agriculture/Food, Health, Safety/Disasters Eugene B. Casey Foundation Rockville, MD - Health, Arts and Culture, Community Development, Education, Medical Research
Applications/RFPs Application form not required. Applicants should submit the following : 1. Contact person 2. Copy of IRS Determination Letter 3. Brief history of organization and description of its mission 4. Population served 5. Statement of problem project will address 6. Signature and title of chief executive officer
Initial Approach: Complete Letter of Inquiry after reviewing funding guidelines Copies of proposal: 1 Board meeting date(s): Weekly Deadline(s): Rolling basis Final notification: The foundation will confirm receipt of each LOI within 30 days. Within 60 days, the grant application will receive notification either that the LOI was declined or that the applicant is invited to submit a full grant proposal.
Children and Youth Funding Source Report 63 REQUESTS FOR PROPOSALS (RFPS) Weinberg Foundation Accepting Applications for Disabilities Grants POSTED: 2018-02-23 DEADLINE: 1969-12-31
GIVING LIMIT AT IONS Giving nationally, primarily in MD, HI, Northeastern PA, NY, and internationally within Israel and the Former Soviet Union. No support for political organizations, colleges, universities, think tanks, or for arts organizations. No grants to individuals, or for deficit financing, annual giving, publications or for scholarships.
Financials FOR FISCAL YEAR ENDED 2017-02-28 $2,240,892,328 $94,527,288 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $121,641,093 Qualifying Distributions: $103,138,257
Giving Activities include: $94,527,288 for grants $477,141 for foundation-administered programs
Who's Who See who can introduce you to someone at The Harry and Jeanette Weinberg Foundation Inc, Inc.
Officers and Trustees (9) Staff (12) Rachel Garbow Monroe C.E.O. and Pres. and Trustee Amy Kleine Prog. Dir., Basic Human Needs and Health Robert T. Kelly, Jr. Chair. and Trustee Phillip Rowland-Seymour Prog. Assoc., Portfolio Integration Kyle McNair Cont. Kate Sorestad Prog. Off., General Community Support and Libraries Barry I. Schloss Treas. and Trustee Rafi Rone Prog. Dir., Older Adults Jonathan D. Hook C.I.O. Craig Demchak Dir., Marketing & Communications Fay Hartog-Levin Stan Goldman Prog. Dir., Disabilities, Edu.(Israel) Paula Pretlow Sheryl Goldstein Prog . Dir., Edu. (US) Gordon Berlin Marci Hunn Prog. Dir., Workforce Develop Corbett Kalama Exec. V.P., Hawaii Office Rachel Duden Prog . Assoc., U.S. Education Leisel Harry Prog. Assoc., Library and Special Projects Aaron Merki Prog. Off., Older Adults Giorg io Caldarone Managing Dir.
Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Harry Weinberg‡
T he Harry and Jeanette Weinberg Foundation Inc, Inc. Independent foundation
EIN 526037034 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2307256160 7 Park Center Ct Contact: Craig Demchak, Dir., Marketing and Owings Mills, MD United States 21117-4200 Communications ADDITIONAL LOCATION INFORMATION Telephone: 4106548500 County: Baltimore URL: hjweinbergfoundation.org Metropolitan area: Baltimore-Columbia- ADDITIONAL CONTACT INFORMATION Towson, MD For Hawaii operations correspondence: 3660 Congressional district: Maryland District 03 Waialae Ave., Ste. 400, Honolulu, HI 96816- 3260, tel.: (808) 924-1000, fax: (808) 922-3975
MEMBERS HIPS Reg ional Associations of Grantmakers Association of Baltimore Area Grantmakers
Affinity Groups Funders Together to End Homelessness Inc Jewish Funders Network Grantmakers in Aging National Committee for Responsive Philanthropy The Philanthropy Roundtable
Associations and Other Philanthropic Organizations
64 Children and Youth Funding Source Report Candid Greater Baltimore Committee Grantmakers in Aging Jewish Funders Network Maryland Nonprofits
Children and Youth Funding Source Report 65 The Hearst Foundation, Inc.
New York City, NY, United States | www.hearstfdn.org | (212) 649-3748 | [email protected]
Funding Interests SUBJECT S Arts and culture, Arts education, Arts services, Basic and emergency aid, Basic and remedial instruction, Child welfare, Community recreation, Cultural awareness, Diseases and conditions, Economic development, Education services, Elementary and secondary education, Employment, Family services, Graduate and professional education, Higher education, Homeless services, Hospital care, Housing development, Human services, In-patient medical care, Museums, Performing arts, Performing arts education, Public health, Rehabilitation, Rural development, Shelter and residential care, Special population support, Sustainable development, Theology, Youth development, Youth organizing
GEOGRAPHIC FOCUS National, New York, California
POPULATION Academics, Adults, American Indians, Artists and performers, Children and youth, Economically disadvantaged people, Ethnic GROUPS and racial groups, Homeless people, Low-income people, Men and boys, People of African descent, People of Latin American descent, Seniors, Students, Women and girls
SUPPORT Capital campaigns, Endowments, Fellowships, General support, Program support, Research, Research and evaluation, STRATEGIES Scholarships, Technical assistance TRANSACTION TYPES Matching grants
About Purpose and Activities The Hearst Foundations are national philanthropic resources for organizations working in the fields of culture, education, health and social services. The Hearst Foundations identify and fund outstanding nonprofits to ensure that people of all backgrounds in the United States have the opportunity to build healthy, productive and inspiring lives.
Backg round Incorporated in 1945 in NY - Founded by the late William Randolph Hearst, who was a newspaper magnate and publisher whose chain of papers included the San Francisco Examiner and New York Journal. In addition, Hearst served in Congress as a United States Representative. With assets valued over $230 million, the Hearst Foundation, Inc., is the smaller of the two Hearst foundations. The other is the William Randolph Hearst Foundation, which is ranked among the nation's 100 largest foundations. Both Hearst foundations are strongly committed to education, health, social service, and culture. The same individuals serve on the boards of both foundations, which are administered through the New York headquarters and the San Francisco offices.
Prog ram Areas (4) Culture The foundation funds cultural institutions that offer meaningful programs in the arts and sciences, prioritizing those which enable engagement by young people and create a lasting impression. The foundation also funds select programs nurturing and developing artistic talent.
Educ ation The foundation funds educational institutions demonstrating uncommon success in preparing students to thrive in a global society. The foundation's focus is largely on higher education, but it also funds innovative models of early childhood and K-12 education, as well as professional development.
Health The foundation assists leading regional hospitals, medical centers and specialized medical institutions providing access to high-quality healthcare for low- income populations. In response to the shortage of healthcare professionals necessary to meet the country’s evolving needs, the foundation also funds programs designed to enhance skills and increase the number of practitioners and educators across roles in healthcare. Because the foundation seeks to use its funds to create a broad and enduring impact on the nation’s health, support for medical research and the development of young investigators is also considered.
Social Service The foundation funds direct-service organizations that tackle the roots of chronic poverty by applying effective solutions to the most challenging social and economic problems. The foundation prioritizes supporting programs that have proven successful in facilitating economic independence and in strengthening families. Preference is also given to programs with the potential to scale productive practices in order to reach more people in need.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) William Randolph Hearst Foundation New York City, NY - Education, Arts and Culture, Health, Community Development, Recreation Google Foundation Mountain View, CA - Recreation, Animals/Wildlife, Medical Research, Education, Health The Andrew W. Mellon Foundation New York City, NY - Education, Arts and Culture, Medical Research, Health Organizations, Environment Alfred P. Sloan Foundation New York City, NY - Mental Health/Crisis Services, Education, Health Org aniz ations, Recreation, Medical Research The Rockefeller Foundation New York City, NY - Recreation, Philanthropy/Voluntarism, Health, Health Org aniz ations, Safety/Disasters The Susan Thompson Buffett Foundation Omaha, NE - Health, Education, Civil/Human Rights, Philanthropy/Voluntarism, Community Development
66 Children and Youth Funding Source Report Applications/RFPs All applications must be submitted via the Hearst Foundations’ Online Application portal. The Hearst Foundations no longer accept applications or materials through the mail. Please see the Hearst Foundations' website for more information Application form not required. Initial Approach: Please visit the Hearst Foundations' website to learn about the steps for seeking funding Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None GIVING LIMIT AT IONS Giving limited to the U.S. and its territories. No support for public policy, or public policy research, advocacy, or foreign countries. No grants to individuals, or for media or publishing projects, conferences, workshops, seminars, seed funding, multi-year grants, special events, tables, or advertising for fundraising events; no loans or program-related investments.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $357,347,333 $12,370,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $18,748,351 Qualifying Distributions: $13,656,270
Giving Activities include: $12,370,000 for grants
Who's Who See who can introduce you to someone at The Hearst Foundation, Inc.
Directors (13) Staff (11) James M. Asher Mayra Cedeno Grants Mgr. Anissa Boudjakdji Balson Kevin Broadie Prog. Assoc. David J. Barrett Lig ia Cravo Sr. Prog . Off. Frank A. Bennack, Jr. Paul "Dino" Dinovitz Exec. Dir. John G. Conomikes Mason Granger Dir., Grants Lisa H. Hagerman Annette Hepler Grants Mgr. George R. Hearst, III George Irish Eastern Dir. William R. Hearst, III Sarah Thompson Mishurov Dir., Strateg y and Operations Gilbert C. Maurer Phyliss Rosenberg -Feliciano Prog. Assoc. Mark F. Miller Teri Swenson Yeager Sr. Prog . Off. Virg inia Randt Alison Yu Prog. Off. Mitchell Scherz er Steven R. Swartz Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. William Randolph Hearst‡
T he Hearst Foundation, Inc. Independent foundation EIN 136161746 LOCATION CONTACT INFORMATION BRIDGE NUMBER 4769767602 Hearst Twrs., 300 W. 57th St., 26th Fl. Contact: Paul I. Dinovitz, Exec. Dir. PUBLICATIONS New York City, NY United States 10019-3741 Telephone: (212) 649-3748 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: New York URL: www.hearstfdn.org Metropolitan area: New York-Newark-Jersey ADDITIONAL CONTACT INFORMATION City, NY-NJ-PA Address for applicants from west of the Congressional district: New York District 10 Mississippi River: 90 New Montgomery St., Ste. 1212, San Francisco, CA 94105, tel.: (415) 908- 4500, fax: (415) 348-0887; E-mail: [email protected]
MEMBERS HIPS Associations and Other Philanthropic Organizations Candid
Children and Youth Funding Source Report 67 THE JACOB AND HILDA BLAUSTEIN FOUNDATION INC Baltimore, MD, United States | www.blaufund.org/foundations/jacobandhilda_f.... | (410) 347-7201 | [email protected]
Funding Interests SUBJECT S Antidiscrimination, Arts and culture, Arts education, Community improvement, Education, Environment, Family services, Health, Higher education, Human rights, Individual liberties, Judaism, Mental health care, Natural resources, Nonprofits, Performing arts, Philanthropy, Reform Judaism
GEOGRAPHIC FOCUS National, International, Israel, Maryland, West Bank/Gaza (Palestinian Territories), New York, District of Columbia
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Building and renovations, Capital campaigns, Endowments, General support, Grassroots organizing, Program evaluations, STRATEGIES Program support, Public engagement and education, Regranting, Systems reform, Technical assistance TRANSACTION TYPES Employee matching gifts, Matching grants, Program-related investments
ORGANIZAT ION Judaic institutions, Public charities TYPES
About Purpose and Activities The foundation promotes social justice and human rights through its five program areas: Jewish life, strengthening Israeli democracy, health and mental health, educational opportunity, and human rights. The foundation supports organizations that promote systematic change; involve constituents in planning and decision making; encourage volunteer and professional development; and engage in ongoing program evaluation.
Backg round Incorporated in 1957 in MD - Founded by the late Jacob Blaustein and his wife, Hilda. In 1910, Jacob and his father, Louis Blaustein founded American Oil. The company gained national recognition for innovations such as one of the first drive-in gas stations, the first gasoline pump to show the motorist the amount of fuel received and the original antiknock gasoline that permitted the development of the high-compression engine. In 1954, American Oil merged with Standard Oil of Indiana, and American Trading and Production Corporation and the Blaustein family became major stockholders. Standard Oil of Indiana changed its name to AMOCO Corporation in 1985 and, in 1998 merged with British Petroleum to form BP Amoco. Hilda Blaustein was a trustee of the Associated: Jewish Community Federation of Baltimore, the United Nations Association of Maryland, and the Women's Advertising Club of Baltimore
Prog ram Areas (6) Educational Opportunity The goal of this program is to ensure that low-income children and families have access to quality education and cultural opportunities. There is a geographic focus on Baltimore. The foundation seeks to:1) strengthen public education, with an emphasis on secondary education; 2) support local advocacy and policy initiatives that advance quality education for all; and 3) nurture high-quality community arts programs that engage diverse audiences. The foundation supports system-wide public school reform, human capital development, leadership development, community organizing, and innovative service provision.
Health and Mental Health The goal of this program is to promote quality health and mental health care for underserved individuals. The foundation supports innovative service provision in community-based settings; programs using evidence-based practices; and professional development. There is a geographic focus on Baltimore. The foundation seeks to:1) address the health and mental health needs of low-income children and seniors through sustainable programs designed to meet service gaps; 2) support local and national advocacy and public policy initiatives to ensure access to quality care for low-income families; and 3) address environmental health issues.
Human Rights The goal of this program is to advance fundamental human rights. The foundation seeks to:1) advance women's rights; 2) promote the right to education, particularly for adolescents and adults; and 3) support leadership development, capacity-building and training across a range of issue areas. The foundation's human rights work is primarily international, with a special interest in efforts that link domestic and international issues.
Jewish Life The goal of this program is to keep Judaism meaningful, compelling and responsive to contemporary concerns. The foundation seeks to: 1) engage the Jewish community in social justice efforts; 2) further progressive and inclusive approaches to Judaism; and 3) promote positive relations between Jews and members of other ethnic groups.
Program-Related Investment The foundation has made PRIs in the form of loans to a Jewish agency and a fund whose mission is to alleviate poverty by building assets, wealth and opportunity for low- and moderate-income communities and persons. Historically, the foundation has made PRIs in the form of loans to a community development fund.
Strengthening Israeli Democracy The goal of this program is to strengthen Israel as a democratic, equitable, and pluralistic society. The foundation seeks to:1) address fundamental social, economic, and ethnic inequalities; 2) empower Israel's most vulnerable and disadvantaged populations; and 3) promote liberal and pluralistic approaches to Judais m.
68 Children and Youth Funding Source Report Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Morton K. and Jane Blaustein Foundation, Inc. Baltimore, MD - Education, Civil/Human Rig hts, Health, Animals/Wildlife, Employment The Harry and Jeanette Weinberg Foundation, Inc. Owings Mills, MD - Community Development, Health, Education, Recreation, Human Services The Osprey Foundation Towson, MD - Community Development, Recreation, Education, Environment, Health The Keith Campbell Foundation for the Environment, Inc. San Francisco, CA - Environment, Safety/Disasters, Recreation, Medical Research, Agriculture/Food Eugene B. Casey Foundation Rockville, MD - Health, Arts and Culture, Community Development, Education, Medical Research The Annie E. Casey Foundation Baltimore, MD - Community Development, Recreation, Education, Agriculture/Food, Employment
Applications/RFPs The foundation accepts applications that conform to the Association of Baltimore Area Grantmakers Common Grant Application Application form not required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Listing of board of directors, trustees, officers and other key people and their affiliations 3. How project's results will be evaluated or measured 4. Copy of IRS Determination Letter 5. Brief history of organization and description of its mission 6. Qualifications of key personnel
Initial Approach: Letter Copies of proposal: 1 Board meeting date(s): Quarterly Deadline(s): None Final notification: 4 to 6 months GIVING LIMIT AT IONS Giving primarily in MD (no local projects outside Baltimore, MD); giving also in Israel. No support for unaffiliated schools or synagogues. No grants to individuals, or for fundraising events, or direct mail solicitations; no loans (except for program-related investments).
Financials FOR FISCAL YEAR ENDED 2017-12-31 $136,030,675 $7,944,383 Gifts Received: $1,550,000 TOTAL ASSETS T OT AL GIVING Expenditures: $9,182,488 Qualifying Distributions: $8,689,043
Giving Activities include: $7,944,383 for grants
Who's Who See who can introduce you to someone at THE JACOB AND HILDA BLAUSTEIN FOUNDATION INC
Officers and Trustees (7) Staff (2) Michael J Hirschhorn Pres. Brenda Zlatin Sr. Prog . Off. Eliz abeth B. Roswell V.P. and Trustee Lara A. Hall Prog. Off. Arthur E. Roswell V.P. and Trustee Sarah Shapiro V.P. Donors (4) Jill R. Robinson Secy. Note: If a donor is deceased, the symbol (‡) follows the name. Betsy F. Ringel Exec. Dir. Jacob Blaustein‡ Anne Patterson Treas. Barbara B. Hirschhorn American Trading and Production Corp. Elizabeth B. Roswell
THE JACOB AND HILDA BLAUSTEIN FOUNDATION INC Family foundation EIN 526038382 LOCATION CONTACT INFORMATION BRIDGE NUMBER 5432276804 10 EAST BALTIMORE STREET SUITE 1111, 1111 Telephone: (410) 347-7201 PUBLICATIONS Baltimore, MD United States 21202 Fax: (410) 347-7210 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Grants list County: Baltimore URL: www.blaufund.org/foundations/jacobandhilda_f....
Children and Youth Funding Source Report 69 Metropolitan area: Baltimore-Columbia- Towson, MD Congressional district: Maryland District 07
MEMBERS HIPS Reg ional Associations of Grantmakers Association of Baltimore Area Grantmakers
Affinity Groups Funders Network of Pop Rep H and R Grantmakers for Effective Organizations Grantmakers for Education Grantmakers in Health Inter-Agency Task Force on Israeli Arab Issues International Human Rights Funders Group
Associations and Other Philanthropic Organizations Funders Network of Pop Rep H and R International Human Rights Funders Group Maryland Nonprofits
70 Children and Youth Funding Source Report Verizon Foundation
Basking Ridg e, NJ, United States | www.verizon.com/about/verizon-foundation
Funding Interests SUBJECT S Applications software, Arts and culture, Asthma, Basic and emergency aid, Child welfare, Christianity, Computer science, Diabetes, Disaster relief, Diseases and conditions, Domestic violence, Domestic violence shelters, Domesticated animals, E- learning, Education, Education services, Elementary and secondary education, Health, Higher education, Human services, In- patient medical care, Middle school education, Mobile communications, Parent education, Preventive care, Public libraries, Reading promotion, Science, Shelter and residential care, Special population support, Sports, STEM education, Technology, Youth development
GEOGRAPHIC FOCUS National, New Jersey, Virginia, New York, California, Massachusetts, Minnesota, India, Israel, Texas, Pennsylvania
POPULATION Academics, Children, Children and youth, Economically disadvantaged people, Girls, Low-income people, Seniors, Students, GROUPS Women and girls SUPPORT Capital and infrastructure, Curriculum development, Equipment, General support, Information and Referral, Program support, STRATEGIES Scholarships, Sponsorships, Technical assistance TRANSACTION TYPES Cash grants, Employee matching gifts, Employee volunteer services
Related Organizations
Affiliated Company: Verizon Communications Inc.
About Purpose and Activities The foundation supports programs designed to promote literacy and STEM education for K-12 youth and and domestic violence education and prevention for youth, women, and older adults. Special emphasis is directed toward serving underserved communities.
Backg round Established in 1985 in NY
Prog ram Areas (7) Disaster Relief Incentive Program (DRIP) The foundation matches contributions made by employees of Verizon to disaster relief organizations for natural disasters including floods, hurricanes, fires, and other extraordinary human disaster events on a one-for-one basis up to $1,000 per employee, per year. This program is activated in times of natural disaster and other events.
Matching Incentive Program (MIP) The foundation matches contributions made by employees and retirees of Verizon to nonprofit organizations involved with arts and culture, education, the environment, health, and human services on a one-for-one basis from $25 to $1,000 per employee, per year and to institutions of higher education from $25 to $5,000 per employee or retiree, per year.
Team Fundraising Program The foundation matches funds raised by teams of ten or more eligible employees for nonprofit organizations involved with education, healthcare, and sustainability, up to $10,000 per team, per event.
Verizon Innovative Learning The foundation, in collaboration with engineers, educators and curriculum designers, provides free technology, access, and curriculum to under-served middle schoolers across the nation with emphasis on STEM (science, technology, engineering and math) instruction, exposure to emerging technologies, and bridging the digital divide.
Veriz on Mobile Learning Academy The foundation, in partnership with the International Society for Technology in Education (ISTE) and the John Hopkins University's Center for Technology and Education, provides a free 10-week course for select K-12 schools that are committed to reshaping education. The program includes an individual workload of about 2.5 hours per week over 10 weeks; completion of at least eight group assignments, including a capstone project; and active participation in the VMLA Google+ community. Visit https://id.iste.org/resources/verizon-mobile-learning-academy for more information.
Verizon Scholarship Program The foundation annually awards up to 250 four-year $5,000 college scholarships to high school seniors who are children of employees of Verizon. The program is administered by Scholarship America, Inc.
Volunteer Incentive Program (VIP) The foundation awards $750 grants to nonprofit organizations with which employees of Verizon volunteer 50 hours or more.
Other Funders to Consider
Children and Youth Funding Source Report 71 Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs Grant applications are by invitation only. Prospective applicants should contact a local community relations manager to inquire about eligibility Application form not required. Initial Approach: Contact local community relations manager via email Board meeting date(s): Annually GIVING LIMIT AT IONS Giving on a national basis, with emphasis on CA, MA, MN, NJ, NY, and VA. No support for private charities or foundations, religious organizations not of direct benefit to the entire community, religious organizations duplicating the work of other organizations in the same community, political candidates or organizations, discriminatory organizations, or lobbying organizations. No grants to individuals (except for employee-related scholarships), or for political causes or campaigns, endowments or capital campaigns, sports sponsorships, film, music, television, video, or media production or broadcast underwriting, research studies (unless related to projects already being supported by Verizon), performing arts tours, trade association memberships, or field trips for secondary or elementary schools; no product donations.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $65,462,164 $37,569,790 Gifts Received: $54,894,347 TOTAL ASSETS T OT AL GIVING Expenditures: $45,467,470 Qualifying Distributions: $46,262,555
Giving Activities include: $37,569,790 for grants
Who's Who See who can introduce you to someone at Verizon Foundation
Officers and Directors (8) Staff (4) Ros e Stuc ky Kirk Pres. Justina Nixon-Saintil Dir., Corporate Social Resp. Lowell C. McAdam Chair. and Dir. Catherine Pack Mgr., Verizon Innovative Learning Schools Diego Scotti Vice-Chair. and Secy. Michelle W. Joseph Mgr., Education and Healthcare Kee Chan Sin V.P. and Treas. Melody Brown Prog. Mgr. Monty W. Garret V.P. and Cont. David L. Beik C.I.O. Donors (2) Tracy Krause V.P. and Cont. Note: If a donor is deceased, the symbol (‡) follows the name. Rima Qureshi Dir. Exchange Indemnity Company Verizon Communications, Inc.
Verizon Foundation Company-sponsored foundation
EIN 133319048 LOCATION CONTACT INFORMATION BRIDGE NUMBER 3400066108 1 Verizon Way Fax: (908) 630-2660 PUBLICATIONS Basking Ridge, NJ United States 07920-1025 URL: www.verizon.com/about/verizon- Application guidelines ADDITIONAL LOCATION INFORMATION foundation Financial statement County: Somerset Informational brochure (including application Metropolitan area: New York-Newark-Jersey guidelines) City, NY-NJ-PA Prog ram policy statement Congressional district: New Jersey District 07
MEMBERS HIPS Reg ional Associations of Grantmakers Grantmakers Council of Rhode Island
Affinity Groups Association of Corporate Contributions Professionals
Associations and Other Philanthropic Organizations Association of Corporate Contributions Professionals
72 Children and Youth Funding Source Report Weeden Foundation
Bedford Hills, NY, United States | www.weedenfdn.org | [email protected]
Funding Interests SUBJECT S Biodiversity, Community and economic development, Community improvement, Community recreation, Crime prevention, Education, Environment, Environmental education, Higher education, Human rights, Natural resources, Population studies, Public affairs, Reproductive health care
GEOGRAPHIC FOCUS National, International, California, Russia, Chile, Latin America, United Kingdom, New York, Washington, Oregon, Montana, District of Columbia
POPULATION Economically disadvantaged people, Low-income people GROUPS SUPPORT Continuing support, Emergency funds, General support, Land acquisitions, Program support, Seed money STRATEGIES TRANSACTION TYPES Program-related investments
About Purpose and Activities Giving primarily to environmental organizations working to preserve biological diversity. Program interests also include organizations working to stabilize human population and organizations working to address the over consumption of the earth's resources.
Backg round Established 1963 in CA
Prog ram Area Program-Related Investment The foundation engages in a two-prong mission-related investment strategy as they engage in both Investment Screening and PRI making. Historically, the foundation has made PRIs in the U.S. and overseas for conservation purposes and in environmental technology companies. The foundation has also acquired real estate for conservation organizations, and provided equity investments in environmentally-conscious businesses.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs The foundation strongly encourages potential applicants to submit a letter of inquiry before presenting a complete proposal. Proposal guidelines available on foundation web site Application form not required. Initial Approach: Letter of inquiry via e-mail or U.S. mail only Copies of proposal: 2 Board meeting date(s): 3 times a year Deadline(s): 6 weeks prior to each board meeting; check web site for dates Final notification: 8-10 weeks GIVING LIMIT AT IONS Giving on a national and international basis, primarily in northern CA, the Pacific Northwest, Latin America (Chile), Central Siberia and the Altai Republic in Russia. No grants to individuals, or for multi-year requests; generally no funding for films, conferences, or scientific research.
Financials FOR FISCAL YEAR ENDED 2016-12-31 $29,234,883 $1,544,500 Gifts Received: $30,000 TOTAL ASSETS T OT AL GIVING Expenditures: $2,369,877 Qualifying Distributions: $1,883,516
Giving Activities include: $1,544,500 for grants
Children and Youth Funding Source Report 73 Who's Who See who can introduce you to someone at Weeden Foundation
Governing Body (3) Staff (1) Norman F. Weeden Pres, Drctor Donald A. Weeden Christina Roux Vice Preside Executive Director H. Leslie Weeden Secretary Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Croeni Foundaion
Weeden Foundation Family foundation
EIN 946109313 LOCATION CONTACT INFORMATION BRIDGE NUMBER 4789710939 P.O. Box 606 Fax: (914) 864-1377 PUBLICATIONS Bedford Hills, NY United States 10507-0606 E-mail: [email protected] Annual report ADDITIONAL LOCATION INFORMATION URL: www.weedenfdn.org Financial statement County: Westchester Prog ram policy statement Metropolitan area: New York-Newark-Jersey Application guidelines City, NY-NJ-PA Congressional district: New York District 18
MEMBERS HIPS Affinity Groups Association of Small Foundations Consultative Group on Biological Diversity
74 Children and Youth Funding Source Report