LESBIAN, , BISEXUAL, AND QUEER GRANTMAKING by U.S. FOUNDATIONS R A E Y

R A D N E L A C ’08 CONTENTS

1 Introduction 2 Key Findings 3 Detailed Findings 17 Appendix A: Methodology 19 Appendix B: 2008 List of LGBTQ Grantmakers in the U.S.

MISSION To mobilize philanthropic resources that create equity, enhance the well-being of , gay, bisexual, transgender and queer communities, and advance racial, economic and gender justice.

ACKNOWLEDGEMENTS Research: Nancy Cunningham Design: RD Design

Funders for LGBTQ Issues would like to thank the funders who made this research and publication possible. We also extend our thanks to the grantmakers that responded to our requests for data, entrusting us with their information and allowing a closer look into the realities of our sector.

FUNDERS FOR LGBTQ ISSUES STAFF Nancy Ordover, Program Director Tia Richards, Operations Manager Karen Zelermyer, President & CEO

116 East 16th Street, 6th Floor New York, NY 10003 Tel 212-475-2930 Fax 212-475-2532 www.lgbtfunders.org www.lgbtracialequity.org

© 2010 Funders for LGBTQ Issues INTRODUCTION

This report marks the seventh year that Funders for LGBTQ Issues has mapped the amount and character of grantmaking by U.S. foundations to organizations that explicitly serve lesbian, gay, bisexual, transgender and queer (LGBTQ) communities.

As Lesbian, Gay, Bisexual, Transgender and Queer Grantmaking by U.S. Foundations R A

(Calendar Year 2008) demonstrates, support for LGBTQ communities continues to rise. E Y

Total giving to LGBTQ communities increased from $77 million in 2007 to $107 million in R A D

2008. Responsible for these dollars were 343 U.S. grantmakers that provided more than 3,500 N E L grants to hundreds of LGBTQ organizations and projects around the country. A C

This report also shows that most foundation support for LGBTQ communities tends to come from a small group of foundations; nearly half (47 percent) of the LGBTQ dollars ’08 awarded in 2008 came from 10 foundations. Our work to increase the number of foundations that support our communities remains imperative.

And 2008—the same year we launched our Racial Equity Campaign to increase support for organizations that explicitly support LGBTQ communities of color—also showed a huge amount of dollars to LGBTQ people of color efforts. Total giving to groups that address LGBTQ people of color nearly doubled from $7.8 million in 2007 to $12.6 million in 2008—the largest amount in dollars to these communities we've seen since Funders for LGBTQ Issues began this research in 2002.

It’s in this context that we hope this report serves to inform your work and to inspire continued and increased grantmaking to LGBTQ communities.

Sincerely,

Karen Zelermyer President and CEO

April 2010 KEY FINDINGS: LGBTQ GRANTMAKING BY U.S. FOUNDATIONS (2008)

1 IN 2008, 343 U.S.-based grantmakers awarded 3,591 grants supporting LGBTQ organizations and projects totaling $107.2 million dollars—a 39 percent increase in dollars from 2007. FOR THE FIRST TIME IN OUR RESEARCH, LGBTQ grantmaking represented more

S than 0.2 percent of all U.S. foundation dollars awarded in a single year. 1 2 Similar to G N I previous years, INDEPENDENT FOUNDATIONS PROVIDED THE MOST LGBTQ DOLLARS while D S N G I public foundations provided the most LGBTQ grants. 3 The combined funding from the F N

I D D

E top 10 LGBTQ grantmakers, by total dollars, represented 47 percent of total LGBTQ dollars in N L I I F

A 2008— THE SAME PERCENTAGE AS IN 2007 . The top 10 LGBTQ grantmakers, by total grants, T Y E E

DK accounted for 41 percent of all LGBTQ grants. 4 ELEVEN PERCENT OF LGBTQ GRANTS in 2008 came from 23 of the top 50 U.S. foundations, by asset size. 2 5 Ten nonprofit organizations 2 received NEARLY ONE-THIRD OF ALL LGBTQ DOLLARS granted in 2008. 6 As with previous years, in 2008 NATIONAL ORGANIZATIONS RECEIVED the majority of LGBTQ dollars while local organizations received the majority of LGBTQ grants. 7 PROGRAM SUPPORT received the most LGBTQ dollars (62 percent) and grants (51 percent) in 2008—more than general

operating support and other forms of support. 8 Organizations that explicitly serve CHILDREN AND YOUTH AGAIN RECEIVED THE HIGHEST LEVEL OF SUPPORT from grantmakers in 2008 (among the various LGBTQ sub-groups addressed by nonprofits). Further, total giving to organizations that address LGBTQ COMMUNITIES OF COLOR NEARLY DOUBLED FROM $7.8 MILLION IN 2007 TO $12.6 MILLION in 2008. 9 Among the various strategies utilized by LGBTQ organizations and projects, ADVOCACY RECEIVED THE MOST SUPPORT from grantmakers in 2008. 3 10 Grantmaking support for CIVIL RIGHTS/HUMAN RIGHTS EFFORTS FAR SURPASSED PHILANTHROPIC SUPPORT for the other issues being addressed by LGBTQ organizations and projects. 4

1 “LGBTQ grantmakers” includes grantmakers that are focused exclusively on LGBTQ issues and grantmakers that incorporate LGBTQ giving into their broader portfolios. Also, a handful of these LGBTQ grantmakers—notably public foundations and nonprofit organizations—have regrantmaking functions that play a significant role in distributing funds to groups in the field. See Appendix B for a listing of LGBTQ grantmakers. 2 At the time of this report, four of the 50 largest U.S. foundations had neither published a 2008 annual report nor submitted their 990 tax forms; thus, we were unable to review their grants lists. 3 “Strategies” refers to the methods used by organizations to accomplish their goals (e.g. advocacy, public , community organizing) . 4 “Issues” refers to the subject areas that organizations are addressing (e.g. civil rights, education, health). DETAILED FINDINGS: LGBTQ GRANTMAKING BY U.S. FOUNDATIONS (2008)

1 IN 2008, 343 U.S .- BASED GRANTMAKERS AWARDED 3,591 GRANTS SUPPORTING LGBTQ ORGANIZATIONS AND PROJECTS TOTALING $107.2 MILLION DOLLARS—

A 39 PERCENT INCREASE IN TOTAL DOLLARS FROM 2007. FOR THE FIRST TIME IN OUR S G

RESEARCH, LGBTQ GRANTMAKING REPRESENTED MORE THAN 0.2 PERCENT OF ALL U.S. N I D

5 N FOUNDATION DOLLARS AWARDED IN A SINGLE YEAR I F

D E L I A T

2007 $77.2 Million E D

2008 $107.2 Million 39% Increase 3

• This study identified 343 grantmakers in 2008 that awarded grants to LGBTQ organizations and projects, including 176 independent foundations, 62 community foundations, 61 public foundations, 37 corporate foundations/giving programs and seven nonprofit organizations and “other” funders. 6 • In 2008, 343 grantmakers awarded 3,591 grants, totaling $107,239,591, to LGBTQ issues—49 more grantmakers than in 2007. Total grants awarded increased by 385 (12 percent) and total giving increased by $29,957,356 (39 percent). • The average LGBTQ grant in 2008 was $29,863; the median grant was $5,000. • In 2008, 254 grants were awarded that were equal to or exceeding $100,000. Of these 254 grants, 27 grants were $500,000 or more and 14 grants were $1 million or more. In 2008, 34 percent more grants equal to or exceeding $100,000 were awarded than in 2007.

5 The grantmaking activity of 430 funders was reviewed for this report; 87 foundations made no LGBTQ-specific grants in 2008. In addition, we studied 18 funders that had not yet published their annual report or filed their most recent 990 tax forms. Thus, we were unable to find their grants list for 2008. 6 “Other” includes anonymous and unspecified gifts/donors. • In 2008, an additional $11,774,385 was awarded by private foundations to public foundations for regranting purposes. To avoid "double counting," this figure is not included in the total figures above. • Ninety-six of the 343 funders reporting LGBTQ grants in 2008 did not appear in the 2007 listing; of these grantmakers, 67 have never been identified through our research as having awarded LGBTQ-specific grants in the past. In contrast, 47 LGBTQ funders in 2007 were not included in the 2008 report. 7

S According to the Foundation Center, U.S. foundations awarded more than $45.6 billion in

G •

N grants in 2008. The $107.2 million awarded to LGBTQ issues represents 0.24 percent of all grant I D

N dollars awarded in 2008—the first time LGBTQ giving has exceeded 0.2 percent. I F

D E L I A T

E 2 SIMILAR TO 2007, INDEPENDENT FOUNDATIONS PROVIDED THE MOST LGBTQ D 4 DOLLARS WHILE PUBLIC FOUNDATIONS PROVIDED THE MOST LGBTQ GRANTS. • In 2008, independent foundations provided 48 percent of all LGBTQ dollars (10 percent fewer dollars than 2007) and 29 percent of all LGBTQ grants. • The average grant amount from independent foundations in 2008 was $49,412—nearly $6,000 more than the average amount in 2007. The median LGBTQ grant from independent foundations in 2008 was $20,000. • Sixty-two community foundations awarded 16 percent of total grants and 6 percent of total dollars in 2008. The average grant from community foundations was $11,920 and the median grant was $4,800. Thirty-four of the 62 community foundations reporting grants were National Lesbian and Gay Community Funding Partnership sites. 8 • Donor-advised funds accounted for 29 percent of the combined funding reported by community and public foundations—12 percentage points lower than in 2007. Donor-advised funds represented 25 percent of all grants awarded in 2008 and 9 percent of the overall dollars—1 percentage point lower than in 2007.

7 These 47 foundations include 35 foundations that awarded LGBTQ grants in 2007 but made no such grants in 2008, two foundations that closed, two foundations’ grants programs merged into one foundation and nine foundations that had not published the data necessary to measure their grantmaking in time for the 2008 report. 8 The National Lesbian and Gay Community Funding Partnership was a project of Funders for LGBTQ Issues that supported the development of LGBTQ funds within community foundations across the country. f u n d i 1 9 n 0 g T “ g T a ( t w t a f O 5 o h

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n , 8 f 6 3 t 6 s 8 9 5 DETAILED FINDINGS 3 THE COMBINED FUNDING FROM THE TOP 10 LGBTQ GRANTMAKERS,

BY TOTAL DOLLARS, REPRESENTED 47 PERCENT OF TOTAL LGBTQ DOLLARS IN 2008—

THE SAME PERCENTAGE AS IN 2007. THE TOP 10 LGBTQ GRANTMAKERS, BY TOTAL

GRANTS, ACCOUNTED FOR 41 PERCENT OF ALL LGBTQ GRANTS.

TOP 10 LGBTQ GRANTMAKERS, BY TOTAL DOLLARS

S The top 10 LGBTQ grantmakers, by total dollars, collectively awarded 1,053 grants G

N • I (29 percent of total grants) totaling $50,070,784 (47 percent of total dollars)—percentages D N

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T grant was $7,500. E D • The remaining pool of 332 funders awarded 2,538 grants totaling $57,168,807. 6 The average grant from these funders was $22,525 and the median grant was $5,000. • Among all 343 LGBTQ grantmakers in 2008, 184 funders (54 percent) gave fewer than $50,000 in their total giving and 124 foundations (36 percent) gave fewer than $25,000 in their total giving. • The top four foundations, by total dollars, awarded $30,671,230 (29 percent of total LGBTQ dollars) through 316 grants (9 percent of total LGBTQ grants)—four percentage points smaller than the percentage of grant dollars awarded by the top four foundations in 2007.

TOP 10 LGBTQ GRANTMAKERS, BY TOTAL DOLLARS, 2008

CITY, STATE TOTAL DOLLARS

Arcus Foundation New York, NY $10,117,971 Evelyn and Walter Haas, Jr. Fund , CA 7,694,136 Ford Foundation New York, NY 6,540,143 Pride Foundation Seattle, WA 6,318,980 Gill Foundation Denver, CO 5,413,086 Tides Foundation San Francisco, CA 4,474,161 Astraea Lesbian Foundation for Justice New York, NY 2,591,906

H. van Ameringen Foundation New York, NY 2,357,000 Foundation , CA 2,294,901 Proteus Fund Amherst, MA 2,268,500 b I t g $ t s $ f a m o S G E D A T W P H A T

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n n o 9 9 3 2 8 9 0 4 4 3 e T T 6 5 5 9 4 5 5 6 0 0 g n n d S Q s t , 7 DETAILED FINDINGS 4 ELEVEN PERCENT OF LGBTQ GRANTS IN 2008 CAME FROM 23 OF THE TOP 50 U.S.

FOUNDATIONS, BY ASSET SIZE. 11

• Of the 46 U.S. foundations that reported 2008 grants in time for this report (from the 50 largest U.S. foundations pool), 23 awarded LGBTQ grants. The combined LGBTQ giving of these foundations was $11,806,104, representing 11 percent of LGBTQ giving in 2008. S G

N The total LGBTQ giving of the two largest foundations, by asset size, listed in I • D our database (Ford Foundation and The California Endowment) was $7,560,889, which was N I F 7 percent of LGBTQ total giving in 2008. This combined giving of the two largest LGBTQ funders, D E

L by asset size, in 2008 was $2,429,302 more than their combined giving in 2007. I A T

E Twelve of these 23 foundations awarded one LGBTQ grant each in 2008. D • 8

5 TEN NONPROFIT ORGANIZATIONS RECEIVED NEARLY ONE-THIRD OF ALL LGBTQ DOLLARS GRANTED IN 2008.

• The top 10 nonprofit organizations, by total dollars received, collectively received $33,480,894 in LGBTQ grants in 2008, representing 31 percent of total LGBTQ dollars. In contrast, the top 10 organizations in 2007 received 28 percent of total LGBTQ dollars, totaling more than $21.3 million. • Seven of these 10 organizations in 2008 were in the top 10 list in 2007. • Six of these organizations work at the national level, three at the international level and one at the state level. • All 10 of these organizations received more than $2 million dollars in 2008, and half received more than $3 million in funding. In 2007, five of the top 10 organizations received more than $2 million in funding and none received $3 million.

11 At the time of this report, four of the 50 largest U.S. foundations had neither published their 2008 annual reports nor submitted their 990 tax forms; thus, we were unable to review their grants lists. TOP 10 LGBTQ GRANTEES, BY GIFTS RECEIVED, 2008

National Gay and Lesbian Task Force $5,908,420 Institute 3,652,115 Defense and Education Fund 3,544,230 Astraea Lesbian Foundation for Justice 3,347,250

Tides Foundation 3,310,000 S G N

Gay & Lesbian Alliance Against Defamation 2,809,479 I D N

National Center for Lesbian Rights 2,747,522 I F

International Gay and Lesbian Human Rights Commission 2,395,630 D E L Humanist Institute for Development Cooperation (HIVOS) 2,210,000 I A T

Gay, Lesbian and Straight Education Network 2,056,248 E D 9 6 AS WITH PREVIOUS YEARS, IN 2008 NATIONAL ORGANIZATIONS RECEIVED THE MAJORITY OF LGBTQ DOLLARS WHILE LOCAL ORGANIZATIONS RECEIVED THE MAJORITY

OF LGBTQ GRANTS.

GEOGRAPHIC FOCUS • National organizations received 43 percent of LGBTQ dollars awarded in 2008 (one percentage point lower than in 2007) while local organizations garnered 25 percent of the funding—8 percentage points less than 2007. Funding to statewide organizations increased three percentage points from the previous year. • International organizations received 16 percent of LGBTQ dollars in 2008, in comparison to 10 percent of dollars in 2007. • Forty-seven percent of international funding went to U.S.-based organizations— 1 percentage point lower than in 2007. • More than half of the grants (51%) awarded went to local organizations, 26% went to national organizations, 12% to statewide groups, 10% to organizations doing international work and 1% to organizations working across several states. With the exception of funding to international organizations, which increased 3 percentage points from 2007, these percentages are all comparable to previous years.

LGBTQ GRANT SIZE, BY GEOGRAPHIC FOCUS, 2008

AVERAGE MEDIAN S G

N Local Organizations $14,747 $5,000 I D

N Statewide Organizations 37,714 9,000 I F Multi-State Organizations 35,516 8,000 D E L

I National Organizations 48,329 10,000 A T

E International Organizations 47,353 8,000 D 10

DISTRIBUTION BY GEOGRAPHIC FOCUS, DISTRIBUTION BY GEOGRAPHIC FOCUS, TOTAL LGBTQ DOLLARS, 2008 TOTAL LGBTQ GRANTS, 2008

1% 1%

15% 7%

13% 16% 43% 53%

26% 25%

National Organizations ($45,961,348) Local Organizations (1,816) Local Organizations ($26,788,501) National Organizations (951) Statewide Organizations ($15,802,254) Statewide Organizations (419) International Organizations ($17,331,378) International Organizations (367) Multi-State Organizations ($1,349,600) Multi-State Organizations (38)

STATE AND REGIONAL DISTRIBUTION

• Eighty-three percent of LGBTQ dollars and 82 percent of LGBTQ grants awarded to national organizations went to three states/areas: New York, California and Washington, DC. Both of these figures decreased 2 percentage points from 2007. • Local organizations in three states—California, New York and Illinois—received 66 percent of the local LGBTQ dollars and 46 percent of local LGBTQ grants. These three states received 16 percent of all grant dollars awarded in 2008, four percentage points lower than in 2007. S

Based on the data collected, 47 of the 50 states (plus Washington, DC), received LGBTQ G N • I grants in 2008. D N I F

D E L

DISTRIBUTION BY REGION, LGBTQ GRANTS AND DOLLARS, 2008 I A

TOTAL GRANTS TOTAL DOLLARS T E D West 1,293 $30,859,354 Northeast 1,019 38,968,508 11 South 558 17,689,144 Midwest 426 9,292,201 International 290 9,107,679 Not Categorized 5 1,322,705

7 PROGRAM SUPPORT RECEIVED THE MOST LGBTQ DOLLARS (62 PERCENT) AND GRANTS (51 PERCENT) IN 2008—MORE THAN GENERAL OPERATING SUPPORT AND OTHER

FORMS OF SUPPORT.

• Sixty-two percent of LGBTQ dollars in 2008 went to program support (7 percentage points higher than 2007) and 35 percent went to general operating support (5 percentage points higher than 2007). • Fifty-one percent of LGBTQ grants in 2008 went to general operating support (5 percentage points higher than 2007), 44 percent were awarded to programs (5 percentage points lower than 2007) and 5 percent to other types of grants (to the same as in 2007). • Other types of support awarded in 2008 included: awards ($62,200); capital campaigns ($20,000); emergencies ($139,000); endowments ($936,813); regranting ($681,294); scholarships / fellowships ($2,735,418); and SEED money/start-up ($40,000).

DISTRIBUTION BY TYPE OF SUPPORT, DISTRIBUTION BY TYPE OF SUPPORT,

LGBTQ DOLLARS, 2008 LGBTQ GRANTS, 2008 S G N

I 4.3% 5.2% D N I F

D E L

I 17.3% 11.1%

A 34.5% T 43.8% 51.0% E 61.2% D 12

Program/Project Support ($65,660,170) Program/Project Support (1,834) General Operating Support ($36,964,696) General Operating Support (1,572) Other ($4,614,725) Other (185)

8 ORGANIZATIONS THAT EXPLICITLY SERVE CHILDREN AND YOUTH AGAIN

RECEIVED THE HIGHEST LEVEL OF SUPPORT FROM GRANTMAKERS IN 2008 (AMONG THE

VARIOUS LGBTQ SUB-GROUPS ADDRESSED BY NONPROFITS). FURTHER, GRANTMAKING

TO ORGANIZATIONS THAT ADDRESS LGBTQ COMMUNITIES OF COLOR NEARLY DOUBLED

FROM $7.8 MILLION IN 2007 TO $12.6 MILLION IN 2008.

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3 DETAILED FINDINGS CONTINUED: DISTRIBUTION BY PRIMARY POPULATION FOCUS, LGBTQ GRANTMAKING, 2008

TOTAL % TOTAL TOTAL DOLLARS DOLLARS GRANTS

General Population 4,331,389 4.0 109 Other 4,707,850 4.4 98 Aging/Elderly/Senior Citizens 1,837,185 1.7 79 Immigrants/Newcomers/Refugees 1,929,000 1.8 18 Poor/Economically Disadvantaged 562,775 0.5 25 S

G Military/Veterans 1,614,182 1.5 34 N I

D Incarcerated/Formerly Incarcerated 1,283,000 1.2 13 N I

F People with Disabilities 24,910 0.0 5

D

E Women, General 2,500 0.0 1 L I

A Sex Workers 96,200 0.1 9 T E D 14 9 AMONG THE VARIOUS STRATEGIES UTILIZED BY LGBTQ ORGANIZATIONS AND

PROJECTS, ADVOCACY RECEIVED THE MOST SUPPORT FROM GRANTMAKERS IN 2008.

• For the fourth consecutive year, LGBTQ grant dollars supporting advocacy efforts surpassed other strategies at 35 percent—five percentage points higher than in 2007. • Twenty-one percent of LGBTQ grants awarded in 2008 supported advocacy efforts. • Ten percent of LGBTQ dollars and 20 percent of grants were awarded to direct service organizations and projects. Total dollars to direct service efforts in 2008 decreased 2 percentage points from 2007. • Multi-strategy LGBTQ work, which included combinations of advocacy, community organizing, direct service, litigation and education, (among others) received 3 percent of LGBTQ dollars in 2008, six percentage points lower than in 2007.

12 "Strategies" refers to the methods used by organizations to accomplish their goals (e.g. advocacy, public education, community organizing). DISTRIBUTION BY STRATEGY USED, LGBTQ GRANTMAKING, 2008 12

TOTAL % TOTAL TOTAL DOLLARS DOLLARS GRANTS

Advocacy $38,011,196 35.4% 749 Litigation 10,665,256 9.9 190 Direct Service 10,460,248 9.8 712 Public Education 7,121,538 6.6 123 Leadership Development 6,593,799 6.1 191 S

Research 5,070,625 4.7 86 G N I

Organizational Capacity Building 4,416,858 4.1 144 D N I

Community Organizing 3,899,956 3.6 176 F

D

Multi-Strategy 3,494,693 3.3 155 E L I A

Training/Technical Assistance 3,314,436 3.1 101 T E

Philanthropy 3,059,666 2.9 102 D Culture 2,666,982 2.5 355 Matching Grant 2,245,453 2.1 35 15 Film/Video/Radio Production 1,961,310 1.8 79 Conferences/Seminars 1,295,270 1.2 123 Fundraising Event 1,075,519 1.0 191 Curriculum Development 752,000 0.7 6 Electronic Media/Online Services 641,396 0.6 35 Publications 493,390 0.5 38

10 GRANTMAKING SUPPORT FOR CIVIL RIGHTS/HUMAN RIGHTS EFFORTS FAR

SURPASSED PHILANTHROPIC SUPPORT FOR THE OTHER ISSUES BEING ADDRESSED BY

LGBTQ ORGANIZATIONS AND PROJECTS.

• Organizations working on LGBTQ civil rights received 22 percent of LGBTQ dollars in 2008 — one percentage point higher than in 2007. “Civil rights” efforts include LGBTQ ballot initiatives, immigration and asylum, employment discrimination, and family issues such as adoption and parental rights, among others. • The highest percent of LGBTQ grants awarded in 2008 (16%) went to community building efforts, which includes community centers, cultural events, community organizing projects, film festivals and social networking activities. • Four percent of LGBTQ dollars awarded in 2008 went to HIV/AIDS efforts that explicitly address LGBTQ populations. 13

DISTRIBUTION BY ISSUE ADDRESSED, LGBTQ GRANTMAKING, 2008 14 S G

N TOTAL % TOTAL TOTAL I

D DOLLARS DOLLARS GRANTS N I

F Civil Rights $23,343,688 21.8% 561

D

E Human Rights 15,647,123 14.6 258 L I A

T Marriage/Civil Unions 10,363,996 9.7 136 E

D Multi-Issue 7,251,078 6.8 339 Health 6,805,276 6.3 318 16 Community Building/Empowerment 5,882,434 5.5 585 Religion 5,771,858 5.4 81 Education/Safe Schools 5,747,830 5.4 249 HIV/AIDS 4,503,960 4.2 209 Visibility 4,265,777 4.0 166 Philanthropy 3,461,682 3.2 166 Anti-Violence 2,384,774 2.2 88 2,170,991 2.0 105 Housing 2,080,451 1.9 69 Homophobia 2,030,478 1.9 97 Strengthening Families 1,857,409 1.7 75 Military 1,624,182 1.5 35 Labor/Employment 963,988 0.9 25 Other 838,943 0.8 6 Unspecified 243,673 0.2 23

13 Because grant descriptions sometimes lack the sufficient detail to code and track in our research, it's difficult to disentangle HIV/AIDS grants that explicitly address LGBTQ populations from HIV/AIDS grants that reach broader populations. The figures in this report represent our best estimate. 14 “Other” includes research projects, LGBTQ candidates and electoral issues, mentoring programs and needs assessments. APPENDIX A: METHODOLOGY

When Funders for LGBTQ Issues began this research Information was obtained on 430 grantmakers project, we knew that it would be impossible to through self-reporting by foundations, a review of survey the entire universe of grantmakers that 990s, and annual reports posted online and in the support lesbian, gay, bisexual, transgender and queer Foundation Center’s online database. organizations and projects across the country. Two This report represents information from the 343 barriers prevent us from this undertaking. First, there grantmakers we identified as providing support for is no uniformity in the grants classification systems LGBTQ projects and organizations in 2008. used by grantmakers. For example, some foundations classify LGBTQ as a population and others as an issue. CRITERIA FOR INCLUSION. Our overarching research Further, many do not use LGBTQ as a category in goal was to ensure that the data we collected focused their classification systems and have no way of A

specifically on LGBTQ issues and organizations.

identifying these grants in their databases. Secondly, X

Therefore, the data does not include grants to I with more than 90,000 foundations comprising D organizations or projects that are generally inclusive N

American philanthropy, it was not feasible for us to E of LGBTQ people unless they explicitly address an P

conduct a comprehensive search of all grants made P LGBTQ issue or population. For example, a women’s by all grantmakers. A organi-zation that’s given a grant to develop a sex Based on these factors, we were left with two education curriculum for girls, welcome to all girls, options. One option was to select a random sample including LBT girls, would not be included in the data. 17 of foundations to survey. The advantage of this If that same organization was funded to provide sex methodology is that it would provide a statistically education specifically to , it would be included. representative sample and the ability to generalize A statewide human rights advocacy organization about the overall state of LGBTQ funding in the that’s given a grant specifically to fight an anti-gay country. The disadvantage is that, given how few marriage amendment would be included. However, grantmakers fund LGBTQ issues in addition to the if that same group was given a general support grant, grants classification limitations described above, the it would not be included. data would be limited to generalizations and miss the richness of detail about the names of funders, HIV/AIDS. Because of the lack of consistency in their preferences, etc. The second option was to create grants classification systems, it is difficult to identify a purposive sample that would target grantmakers HIV/AIDS grants that are explicitly support LGBTQ known to us as funding, or being open to funding, communities and MSM populations. In addition, LGBTQ organizations and projects. We chose the while many funders track HIV/AIDS grants, they often purposive sampling method, believing that both the do not track LGBTQ issues within those grants. quality and quantity of the information would provide In addition, many HIV/AIDS grants support the broad greater insight and information about the state of range of people affected by the pandemic and not LGBTQ philanthropy. particular sub-groups.

POPULATION SURVEYED. Requests for information REGRANTING. To avoid double counting dollars, were sent to 635 grantmakers identified this report allocates regranting monies to the through Funders for LGBTQ Issues’ online directory organizations responsible for regranting (and not the of LGBTQ grantmakers, the Foundation Center’s original source of funding). This method provides database and from funders’ lists of LGBTQ better information about the purposes of the funding, organizations. All foun-dation types were surveyed, which captures both the intent of the primary funder including independent, public, community and and the regranting institution. The downside to this corporate foundations, and nonprofit organizations approach is that it does not accurately present the full with grantmaking programs. funding by those institutions providing the original regranting money. To address this issue, we have For Strategy Used and Issue Addressed , several factors provided information about those foundations and impact our ability to assign categories. First, the the dollar amount of those grants. differences in grants classification systems, as well as the philosophical and political approaches of CLASSIFICATION SYSTEM. In addition to recording foundations, means that there is no uniformity in the basic information about the grantmaker (name, labeling used by reporting foundations. This requires city, state and type of foundation), the grantee (name, that we make a subjective assignment in order to best city, state, country), and amount and duration of fit the grants into our classification system. Second, the grant, the database also describes the following in many cases, the grants lists we received did not five areas: provide any information other than the name of

A the grantee and the type of support. In these cases,

Geographic Focus (local, state, multi-state,

X • attempts were made to research the work of the I national, international) of the grantee D grantee to make an assignment. When an assignment N Population Focus (e.g. children and youth, people E • was not possible, the grant was coded as “unspecified.” P of color) P Finally, many grantees use multiple strategies, such as A • Type of Support (e.g. general, program, research, litigation, advocacy and public education, to achieve scholarships, capital campaigns) their goals. 18 Strategies Used (e.g. advocacy, public education, • TIME FRAME. This report is based on grants authorized culture, community organizing, litigation, during calendar year 2008, which means that if a leadership development) foundation’s board of directors met in December 2007 • Issue Addressed (e.g. civil rights, community and authorized a grant for work to be undertaken in building, health, religion, homophobia) 2008, we did not include that grant, as it would have been included in the 2007 report. While these categories are mostly self-evident, some Although we are working with the calendar year, need further explanation. there is a sub-set of grantmakers that operates within The Population Focus category indicates the targeted a different fiscal year and that were only able to audience for the grant. Because our criteria dictates provide grants data based on their fiscal years. that all of the grants target or serve the needs of LGBTQ We decided to allow for this inconsistency with the people, our goal for this category was to identify the understanding that we would remain consistent with specific constituency or group (youth, seniors, people the future reporting of those grantmakers over time. of color, general population, etc.). For example, a grant This consistency is important to prevent future double serving LGBTQ seniors of color would be coded to counting of grants or to prevent losing some grants indicate that the primary population served was data by changing time frames. Seniors and People of Color; a grant addressing LGBTQ Multi-year grants are listed only in the year in which people in the military would be coded to indicate they were authorized, with the full amount of the that the primary population served was People in grant listed in that year, together with the duration the Military; a grant working for the human rights of of the grant. The advantage of tracking all funds LGBTQ people would indicate the population being authorized in a year is that it best reflects a foundation’s addressed or served as LGBTQ; and a public education priorities in any given time period. The disadvantage campaign to create greater acceptance of LGBTQ is that it could present an inflated or under-inflated people would designate the General Population as the commitment to an interest over time. primary audience being addressed. A A A A A A A A A B A A A A B B A B B B B A A A A B A A A B A A B B B C C B B B B B B B B C B B C B B

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0 APPENDIX B C C C C C C C C C C C C C C C C C C C C C C C C C C D D D D C C C C C C C C C C C C C C C D D D D D D D C C C D D D

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