DOCSLIB.ORG

Philanthropy Annual Welcome Table of S Technology Propels Philanthropy Forward, the Foundation 02 Top Storie S in the Ne Ws

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Philanthropy Annual Welcome Table of S Technology Propels Philanthropy Forward, the Foundation 02 Top Storie S in the Ne Ws Philanthropy Annual WELCOME TABLE OF s technology propels philanthropy forward, the Foundation 02 TOP STORIE S IN THE NE ws Center is issuing a print publication that reviews the year 04 | Hard-Pressed Nonprofits Wait, that just passed. Philanthropy Annual is something you can Hope for Recovery A 05 | Global Health, Healthcare Reform hold in your hands, pick up, put down; an opportunity to pause Share Spotlight and reflect on what our sector has achieved in 2009 and has yet to 06 | Shrunken Endowments, Infusion achieve in the future that awaits us. of Federal Funds Dominate Education Agenda The news in this issue of Philanthropy Annual recaps how 08 | Charity Comes to the Social nonprofits and foundations alike have been coping with the Media Ball economic crisis, how the face of philanthropy 09 | Philanthropy and the Future of Journalism is changing due to the digital and social media 10 | White House Pledges Support for revolution, and how the symbiotic relationship Social Innovation, Public-Private Partnerships between nonprofits and the government 11 | Noteworthy Gifts impacts us all. 13 | 2010: Preview of the Year Ahead “People Who Make a Difference” high- lights leaders who raise the bar in the third PEOPLE WHO MAKE sector, including Albert Ruesga, president and CEO of the 14 A DIFFERENCE Greater New Orleans Foundation, and Vicki Escarra, president and CEO of Feeding America. The “Media Review” leads you to 17 | Changes in Leadership 2009 | the best books, periodicals, blogs, and online reports. Our com- 20 Prize Philanthropy Awards and Recipients, 2009 prehensive statistics define the dimensions, growth, and trends in 26 | 2009 Awards to Philanthropists foundations and their giving. And because communication is 28 | The NonProfit Times “2009 crucial to effective philanthropy, we include an updated list of Power & Influence Top 50” key contacts to facilitate your daily work. NEWSMAKERS INTERVIEWS We invite you to join our ongoing discussion of ideas that 32 | Albert Ruesga, President and CEO, Greater New Orleans Foundation matter at Philanthropy News Digest’s PhilanTopic blog. And we 37 | Jane Wales, President and appreciate hearing how we can make Philanthropy Annual more Co-Founder, Global Philanthropy Forum useful to you at [email protected]. 5 QUESTIONS FOR... BRADFORD K. SMITH 42 | Katya Andresen, Chief Operating President Officer, Network for Good The Foundation Center 44 | Vicki Escarra, President and CEO, Feeding America 45 | Julie Rogers, President, Eugene and Agnes E. Meyer Foundation contents COMMENTARY & OPiniON 47 | “Make a Socially Responsible Investment in Young Black Men,” by Cedric Brown, Director, Mitchell Kapor Foundation 49 | “Performance Measurement: Put a Stake in the Ground,” by Andrew Wolk, CEO and 37 founder, Root Cause 50 | “Social Media Can Open Door to 45 Philanthropy’s Future,” by Larry Blumenthal, Former Director, Social Media Strategy, Robert Wood Johnson Foundation 11 52 52 MEDIA REVIE W 2009 53 | Books 47 55 | Periodicals 56 | Blogs 58 | Online Reports THE STATE OF 60 K85 E Y CONTACts FOUNDATION GIVING | 65 | 30 Largest Grants in 2007 86 Foundation Center Funding Information Centers 65 | Grants by Major Subject | Categories 96 Nonprofit Academic Centers | 66 | Foundation Establishments, 100 Regional Associations of 2007–2009 Grantmakers | 69 | Foundation Terminations, 102 Grantmaker Affinity Groups 2007–2009 104 | Other Nonprofit Support 71 | 50 Largest Grantmaking Organizations Public Charities 106 | Philanthropy Periodical 72 | 50 Largest Foundations Editors 74 | 10 Largest Foundations in Each State visit philanthropy AnnUal on the web at: http://foundationcenter.org/philanthropyannual GO TABLE OF CONTENTS | 1 Top ...the year had more twists and turns than Stories a novel by in the Dickens... From PHILANTHROPY NEWS DIGEST HE YEAR OPENED WITH THE GLOBAL ECONOMY IN CRISIS, a Wall Street scandal hanging over the world of philanthropy, and a new president — the first African American chief executive in the nation’s history — in the White House. By year’s end, the economy seemed to be on the mend, the bonus train was steaming ahead for some, and Congress was moving toward passage of an historic healthcare bill Tthat promised to dramatically reduce the ranks of the uninsured. In between, the year had more twists than a novel by Dickens, as the United States began to wind down one war while escalating another; the stock market fell to 12-year lows, then roared back with startling swiftness; and ordinary Americans strug- gled to hold on to their homes, their jobs, and their hopes. As the year comes to a close, the editors of the Foundation Center’s Philanthropy News Digest (PND) look back at some of the important philanthropic stories and personalities of 2009, and look ahead to the start of a new year and decade certain to bring their share of challenges, surprises, and as yet undreamed-of opportunities. 2 | PHILANRO TH PY ANNUAL 2009 TOP StORIES IN THE NEWS | 3 TopStoriesintheNews > Hard-Pressed Nonprofits Wait, Hope for Recovery AS THEY DID in 2008, BARACK OBAMA AND THE AILinG ECONOMY practices that confidence in the markets was restored. From their lows dominated the headlines in 2009, leaving foundations and nonprofits on March 9, a day before Bernanke’s scrambling to adjust to new economic realities and holding fast to speech, the Dow and S&P got off the their hope that philanthropy and the nonprofit sector had an advo- mat and went on a nine-month tear, cate in the White House. ending the year up more than 65 per- cent — an historic performance that he year began much as the previ- of communities and individuals, that did much to repair battered portfolios ous one had ended: with private will spend the money quickly, that have and investor psychology. and public sources of funding the capacity to spread the dollars widely, As events would bear out, however, squeezed by turmoil in the and that in the absence of such help what’s good for the investor class doesn’t financial markets, a slowing economy, and will need to shrink and thus become always translate into glad tidings on rising unemployment. The battering suf- another drag on the economy.” Nonprofit Street — at least in the short fered by many endowments and investor None of those proposals was in- run. As Wall Street began to recover portfolios in 2008 — a January survey cluded in the final package, the in the spring and summer, funding by the Chronicle of Philanthropy American Recovery and for nonprofits remained tight, unem- found that the typical founda- Reinvestment Act of 2009, ployment continued to climb — the tion endowment had lost nearly though the $787 billion official rate would pass 10 percent in 30 percent of its value over the bill did include an October before leveling off — and previous 12 months — had many nonprofit foundations and their nonprofit agencies found grantees playing catch-up before a themselves single New Year’s resolution could be struggling to broken. Fallout from the Ponzi scheme meet the grow- run by New York City-based money ing demand for manager Bernard Madoff further chilled their services. In the fundraising climate. June, a survey Indeed, it seemed that no one by the Listening could avoid the pain. With foreclosures Post Project at mounting, the auto industry ailing, and Johns Hopkins the unemployment rate climbing past University 8 percent, calls for the White House found that 80 and Congress to include assistance for percent of U.S. nonprofits in their economic stimu- nonprofits were lus plans reached a crescendo by late experienc- Vice President Joe Biden looks on as President Barack Obama signs the American Recovery and Reinvestment Act January. Proposals designed to help on February 17, 2009, during a ceremony at the Denver Museum of Nature and Science. ing fiscal stress, the sector navigate the economic with close to storm included setting up a $15 bil- expansion of unemployment benefits 40 percent reporting that the stress was lion bridge loan fund targeting human and other social welfare provisions, relief “severe” or “very severe.” And the stress service providers, the extension and for cash-strapped state governments, and wasn’t limited to nonprofits, as founda- expansion of an IRA charitable roll- significant funding for education reform. tions large and small were forced to over, and investing 10 percent of any But the bill’s passage did little to stem reduce headcount, cut or downsize pro- stimulus directly into nonprofits. “We the markets’ or economy’s slide. In fact, grams, and look for other efficiencies. can take advantage,” said the Brookings it wasn’t until Federal Reserve chair Ben The willingness of private and com- Institution‘s Isabel Sawhill at the time, Bernanke, in a speech to the Council on munity foundations to make tough “of a huge network of institutions that Foreign Relations in March, called for a choices, seek out opportunities for col- work hard . to improve the welfare review of “mark-to-market” accounting laboration, and allocate resources to the 4 | PHILANTHROPY ANNUAL 2009 > TopStoriesintheNews economically disadvantaged and others affected by the economic downturn Global Health, Healthcare was noted by many — as was the real possibility that 2010 would be another Reform Share Spotlight down year for foundation giving. WITH MEDIA COVERAGE SURROUNDING HEALTHCARE REFORM Indeed, as the economy, aided by mas- reaching a fever pitch in the latter part of the year, it was easy to for- sive infusions of federal bailout money, limped into the fall and began to show get that 2009 opened with major news from the global health arena. signs of recovery, the outlook for 2010 was anything but clear. In fact, funding for malaria pre- “We can’t single-handedly right vention was a major global health this out-of-kilter economy,” said Rip theme in 2009.
Load more

Recommended publications
  • Philanthropic Landscape
    SNAPSHOT OF TODAY’S PHILANTHROPIC LANDSCAPE A Guide to Philanthropy in the U.S. 8th Edition, 2019 Letter// INTRODUCTION: from the Reflections Chairman on the Latest Data In 2018, charitable giving in the United States reached a record-breaking $427 billion reported in contributions from individuals, companies, foundations, and charitable bequests. Despite this extraordinary number, there are some underlying trends which raise concerns about the participation of American households in charitable giving. Annual surveys, such as the Philanthropy Panel Study by the IUPUI Lilly Family School of Philanthropy, indicate that the percentage of American households that report making charitable gifts has declined. The most significant dip was during the financial crisis in 2009 with an estimated 14 million fewer U.S. households reporting charitable gifts. Evidence of this trend can be seen in decreasing support in the religious sector, declining alumni participation rates at many educational institutions, and lower engagement in several leading corporate matching gift programs. In contrast, the philanthropic activity of American households with an income of $200,000 or more is growing in significance as evidenced by large publicly reported charitable gifts, institutional fundraising success stories, and an influx of personal assets into donor-advised funds. Those who do give are giving considerably more. There are more than one million registered nonprofit organizations in the United States. How these institutions respond to these trends will affect their revenue streams well into the future. With this in mind, we have endeavored to consolidate many insightful reports on giving and volunteering into this Snapshot of Today’s Philanthropic Landscape.
    [Show full text]
  • Global Philanthropy Forum Conference April 18–20 · Washington, Dc
    GLOBAL PHILANTHROPY FORUM CONFERENCE APRIL 18–20 · WASHINGTON, DC 2017 Global Philanthropy Forum Conference This book includes transcripts from the plenary sessions and keynote conversations of the 2017 Global Philanthropy Forum Conference. The statements made and views expressed are solely those of the authors and do not necessarily reflect the views of GPF, its participants, World Affairs or any of its funders. Prior to publication, the authors were given the opportunity to review their remarks. Some have made minor adjustments. In general, we have sought to preserve the tone of these panels to give the reader a sense of the Conference. The Conference would not have been possible without the support of our partners and members listed below, as well as the dedication of the wonderful team at World Affairs. Special thanks go to the GPF team—Suzy Antounian, Bayanne Alrawi, Laura Beatty, Noelle Germone, Deidre Graham, Elizabeth Haffa, Mary Hanley, Olivia Heffernan, Tori Hirsch, Meghan Kennedy, DJ Latham, Jarrod Sport, Geena St. Andrew, Marla Stein, Carla Thorson and Anna Wirth—for their work and dedication to the GPF, its community and its mission. STRATEGIC PARTNERS Newman’s Own Foundation USAID The David & Lucile Packard The MasterCard Foundation Foundation Anonymous Skoll Foundation The Rockefeller Foundation Skoll Global Threats Fund Margaret A. Cargill Foundation The Walton Family Foundation Horace W. Goldsmith Foundation The World Bank IFC (International Finance SUPPORTING MEMBERS Corporation) The Leona M. and Harry B. Helmsley Charitable Trust MEMBERS Conrad N. Hilton Foundation Anonymous Humanity United Felipe Medina IDB Omidyar Network Maja Kristin Sall Family Foundation MacArthur Foundation Qatar Foundation International Charles Stewart Mott Foundation The Global Philanthropy Forum is a project of World Affairs.
    [Show full text]
  • University Components and Activities --- Chapter 58: the Women's Board (Pages 991-1018)
    Thomas Jefferson University Jefferson Digital Commons Thomas Jefferson University - tradition and heritage, edited by Frederick B. Wagner, Jr., MD, Jefferson History and Publications 1989 1-1-1989 Part IV: University Components and Activities --- Chapter 58: The Women's Board (pages 991-1018) Follow this and additional works at: https://jdc.jefferson.edu/wagner2 Part of the History of Gender Commons, and the History of Science, Technology, and Medicine Commons Let us know how access to this document benefits ouy Recommended Citation "Part IV: University Components and Activities --- Chapter 58: The Women's Board (pages 991-1018)" (1989). Thomas Jefferson University - tradition and heritage, edited by Frederick B. Wagner, Jr., MD, 1989. Paper 44. https://jdc.jefferson.edu/wagner2/44 This Article is brought to you for free and open access by the Jefferson Digital Commons. The Jefferson Digital Commons is a service of Thomas Jefferson University's Center for Teaching and Learning (CTL). The Commons is a showcase for Jefferson books and journals, peer-reviewed scholarly publications, unique historical collections from the University archives, and teaching tools. The Jefferson Digital Commons allows researchers and interested readers anywhere in the world to learn about and keep up to date with Jefferson scholarship. This article has been accepted for inclusion in Thomas Jefferson University - tradition and heritage, edited by Frederick B. Wagner, Jr., MD, 1989 by an authorized administrator of the Jefferson Digital Commons. For more information, please contact: [email protected]. CHAPTER FIFTY-EIGHT The Women's Board MRS. PAUL A. BOWERS ((When society cannot afford to have what it cannot afford to be without) it is the occasion for intelligent giving.)) -ALAN GREGG (1890-1957) and food.
    [Show full text]
  • The Impact of Organizational Characteristics on Super PAC
    The Impact of Organizational Characteristics on Super PAC Financing and Independent Expenditures Paul S. Herrnson University of Connecticut [email protected] Presented at the Meeting of the Campaign Finance Task Force, Bipartisan Policy Center, Washington, DC, April 21, 2017 (revised June 2017). 1 Exe cutive Summa ry Super PACs have grown in number, wealth, and influence since the Supreme Court laid the foundation for their formation in Citizens United v. Federal Election Commission, and the decisions reached by other courts and the FEC clarified the boundaries of their political participation. Their objectives and activities also have evolved. Super PACs are not nearly as monolithic as they have been portrayed by the media. While it is inaccurate to characterize them as representative of American society, it is important to recognize that they vary in wealth, mission, structure, affiliation, political perspective, financial transparency, and how and where they participate in political campaigns. Organizational characteristics influence super PAC financing, including the sums they raise. Organizational characteristics also affect super PAC independent expenditures, including the amounts spent, the elections in which they are made, the candidates targeted, and the tone of the messages delivered. The super PAC community is not static. It is likely to continue to evolve in response to legal challenges; regulatory decisions; the objectives of those who create, administer, and finance them; and changes in the broader political environment. 2 Contents I. Introduction 3 II. Data and Methods 4 III. Emergence and Development 7 IV. Organizational Characteristics 11 A. Finances 11 B. Mission 14 C. Affiliation 17 D. Financial Transparency 19 E.
    [Show full text]
  • An Interview with John Gurdon Aidan Maartens*,‡
    © 2017. Published by The Company of Biologists Ltd | Development (2017) 144, 1581-1583 doi:10.1242/dev.152058 SPOTLIGHT An interview with John Gurdon Aidan Maartens*,‡ John Gurdon is a Distinguished Group Leader in the Wellcome Trust/ Cancer Research UK Gurdon Institute and Professor Emeritus in the Department of Zoology at the University of Cambridge. In 2012, he was awarded the Nobel Prize in Physiology or Medicine jointly with Shinya Yamanaka for work on the reprogramming of mature cells to pluripotency, and his lab continues to investigate the molecular mechanisms of nuclear reprogramming by oocytes and eggs. We met John in his Cambridge office to discuss his career and hear his thoughts on the past, present and future of reprogramming. Your first paper was published in 1954 and concerned not embryology but entomology. How did that come about? Well, that early paper was published in the Entomologist’s Monthly Magazine. Throughout my early life, I really was interested in insects, and used to collect butterflies and moths. When I was an undergraduate I liked to take time off and go out to Wytham Woods near Oxford to see what I could find. So I went out one cold spring day and there were no butterflies about, nor any moths, but, out of nowhere, there was a fly – I caught it, put it in my bottle, and had a look at it. The first thing that was obvious was that it wasn’t a fly, it was a hymenopteran, but when I tried to identify it I simply could cells in the body have the same genes.
    [Show full text]
  • A Women's Giving Circle. Tips, Tools and Resources for Organizers
    Tips, Tools and Resources for Organizers Start a Women’s Giving Circle Giving circles are a way of organizing many INCLUDED IN THIS KIT: people to give contributions to the same 1 Overview charitable causes. Where one person may not 2 How to Set Up a Giving Circle always see the impact of a single donation to 4 Resources and Tools a charity, the giving circle method can make a 6 Reports and Articles significant impact on a charity through multiple or 7 Tip Sheet sustained donations. All you need are members, a financial commitment and a worthy cause. Start a Women’s Giving Circle Giving Circles Overview The Problem Nonprofit organizations are reeling from the economy and the good work that they do is in jeopardy. Another problem is that some people want to give but don’t believe they can make a difference with a small amount of money. The Solution Women from different backgrounds and professions can become change agents in their community by organizing many contributions, through the giving circle, to select charities. Members not only help to fund different non-profit organizations, they can also choose to offer their time and talent. In return, they build a new, social network and bolster community resources. Time Commitment This varies depending on level of participation. The time commitment may range from as few as eight hours a year for quarterly meeting participation to up to 25 hours a month to lead the giving circle, which would include running monthly meetings, vetting potential donor organizations and organizing community activities.
    [Show full text]
  • Living Philanthropic Values: Maintaining a “Listening Ear”
    2015 Global Philanthropy Forum Conference This book includes transcripts from the plenary sessions and keynote conversations of the 2015 Global Philanthropy Forum Conference. The statements made and views expressed are solely those of the authors and do not necessarily reflect the views of GPF, its participants, the World Affairs Council of Northern California or any of its funders. Prior to publication, the authors were given the opportunity to review their remarks. Some have made minor adjustments. In general, we have sought to preserve the tone of these panels to give the reader a sense of the Conference. The Conference would not have been possible without the support of our partners and members listed below, as well as the dedication of the wonderful team at the World Affairs Council. Special thanks go to the GPF team — Suzy Antounian, Britt-Marie Alm, Pearl Darko, Brett Dobbs, Sylvia Hacaj, Ashlee Rea, Sawako Sonoyama, and Nicole Wood — for their work and dedication to the GPF, its community and its mission. FOUNDATION PARTNERS NoVo Foundation Margaret A. Cargill Foundation The David & Lucile Packard Horace W. Goldsmith Foundation Foundation Skoll Foundation SUPPORTING MEMBERS Skoll Global Threats Fund Citi Foundation International Finance Corporation Dangote Foundation The World Bank Ford Foundation The Leona M. and Harry B. Helmsley MEMBERS Charitable Trust AbbVie Conrad N. Hilton Foundation Anonymous Humanity United The Aspen Institute Inter-American Development Bank Mr. & Mrs. William H. Draper III Maja Kristin Omidyar Network John D. and Catherine T. MacArthur Salesforce.com Foundation Foundation Sall Family Foundation Charles Stewart Mott Foundation Waggener Edstrom Communications Newman’s Own Foundation The Global Philanthropy Forum is a project of the World Affairs Council of Northern California.
    [Show full text]
  • 8 Highly Effective Habits That Helped Make Bill Gates the Richest Man on Earth
    8 Highly Effective Habits That Helped Make Bill Gates the Richest Man on Earth Adopting these habits may not make you a billionaire, but it will make you more effective and more successful. By Minda Zetlin, Co-author of 'The Geek Gap' How did Bill Gates get to be the richest person in the world, with a net worth around $80 billion? Being in the right place with the right product at the dawn of the personal computer era certainly had a lot to do with it. But so do some very smart approaches to work and life that all of us can follow. The personal finance site GOBankingRates recently published a list of 10 habits and experiences that make Gates so successful and helped him build his fortune. Here are my favorites. How many of them do you do? 1. He's always learning. Gates is famous for being a Harvard dropout, but the only reason he dropped out is that he and Paul Allen saw a window of opportunity to start their own software company. In fact, Gates loves learning and often sat in on classes he wasn't signed up for. That's something he had in common with Steve Jobs, who stuck around after dropping out of Reed College, sleeping on floors, so that he could take classes that interested him. 2. He reads everything. "Just about every kind of book interested him -- encyclopedias, science fiction, you name it," Gates's father said in an interview. Although his parents were thrilled that their son was such a bookworm, they had to establish a no-reading-at-the-dinner-table rule.
    [Show full text]
  • Vanderbilt University, Department of Physics & Astronomy VU Station B
    CURRICULUM VITAE: KEIVAN GUADALUPE STASSUN SENIOR ASSOCIATE DEAN FOR GRADUATE EDUCATION & RESEARCH, COLLEGE OF ARTS & SCIENCE Vanderbilt University, Department of Physics & Astronomy VU Station B 1807, Nashville, TN 37235 Phone: 615-322-2828, FAX: 615-343-7263 [email protected] DEGREES EARNED University of Wisconsin—Madison Degree: Ph.D. in Astronomy, 2000 Thesis: Rotation, Accretion, and Circumstellar Disks among Low-Mass Pre-Main-Sequence Stars Advisor: Robert D. Mathieu University of California at Berkeley Degree: A.B. in Physics/Astronomy (double major) with Honors, 1994 Thesis: A Simultaneous Photometric and Spectroscopic Variability Study of Classical T Tauri Stars Advisor: Gibor Basri EMPLOYMENT HISTORY Vanderbilt University Director, Vanderbilt Center for Autism & Innovation, 2017-present Stevenson Endowed Professor of Physics & Astronomy, 2016-present Senior Associate Dean for Graduate Education & Research, College of Arts & Science, 2015-present Harvie Branscomb Distinguished Professor, 2015-16 Professor of Physics and Astronomy, 2011-present Director, Vanderbilt Initiative in Data-intensive Astrophysics (VIDA), 2007-present Co-Director, Fisk-Vanderbilt Masters-to-PhD Bridge Program, 2004-15 Associate Professor of Physics and Astronomy, 2008-11 Assistant Professor of Physics and Astronomy, 2003-08 Fisk University Adjunct Professor of Physics, 2006-present University of Wisconsin—Madison NASA Hubble Postdoctoral Research Fellow, Astronomy, 2001-03 Area: Observational Studies of Low-Mass Star Formation Mentor: Robert D. Mathieu University of Wisconsin—Madison Assistant Director and Postdoctoral Fellow, NSF Graduate K-12 Teaching Fellows Program, 2000-01 Duties: Development of fellowship program, instructor for graduate course in science education research Mentor: Terrence Millar HONORS AND AWARDS HHMI Professor—2018- Research Corporation for Science Advancement SEED Award—2017 Research Corporation for Science Advancement TREE Award—2015 Diversity Visionary Award, Insight into Diversity—2015 1/25 Keivan G.
    [Show full text]
  • Return of Private Foundation 201.1 P
    Return of Private Foundation OMB No 1545-0052 Form 990-PF or Section 4947(a)(1) Nonexempt Charitable Trust Department of the Treasury Treated as a Private Foundation Internal Revenue Service Note . The foundation may be able to use a copy of this return to satisfy state reporting requirements. 201 1 For calendar year 2011 or tax year beginning APR 1, 2011 , and ending MAR 31 , 2012 Name of foundation Employer identification number VIRGINIA G PIPER CHARITABLE TRUST 86-6247076 Number and street (or P O box number if mail is not delivered to street address) Room/surte B Telephone number 1202 EAST MISSOURI AVENUE 480-948-5853 City or town, state , and ZIP code C If exemption application is pending , check here ► PHOENIX, AZ 85014-2921 G Check all that apply: Initial return Initial return of a former public charity D 1. Foreign organizations, check here Final return Amended return Foreign organizations meeting the 85% test, Address change Name change 2. check here and attach computation H Check type of organization: Section 501(c)(3) exempt private foundation E If private foundation status was terminated = Section 4947(a)(1) nonexempt charitable trust = Other taxable private foundation under section 507(b)(1)(A), check here I Fair market value of all assets at end of year J Accounting method: L_J Cash Accrual F If the foundation is in a 60-month termination (from Part ll, col. (c), line 16) 0 Other (specify) under section 507(b)(1)(B), check here ► $ 51 2 , 7 2 2 , 4 0 3 . (Part 1, column (d) must be on cash basis.) Part I Analysis of Revenue and Expenses (c) Adjusted net d ) Disbursements (The total of amounts in columns (b), (c), and (d) may not (a) Revenue and (b) Net investment for charitable purposes necessarily equal the amounts in column (a)) expenses per books income income (cash basis only) 1 Contributions, gifts, grants, etc., received 2 Check if the to undattonIs not required to attach Sch B Interest on savings and temporary 3 cash investments 976 .
    [Show full text]
  • Case 1:12-Cv-07667-VEC-GWG Document 133 Filed 06/27/14 Page 1 of 120
    Case 1:12-cv-07667-VEC-GWG Document 133 Filed 06/27/14 Page 1 of 120 UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK ) BEVERLY ADKINS, CHARMAINE WILLIAMS, ) REBECCA PETTWAY, RUBBIE McCOY, ) WILLIAM YOUNG, on behalf of themselves and all ) others similarly situated, and MICHIGAN LEGAL ) SERVICES, ) ) Plaintiffs, ) Case No. 1:12-cv-7667-VEC ) v. ) EXPERT REPORT OF ) THOMAS J. SUGRUE MORGAN STANLEY, MORGAN STANLEY & ) IN SUPPORT OF CO. LLC, MORGAN STANLEY ABS CAPITAL I ) CLASS INC., MORGAN STANLEY MORTGAGE ) CERTIFICATION CAPITAL INC., and MORGAN STANLEY ) MORTGAGE CAPITAL HOLDINGS LLC, ) ) Defendants. ) ) 1 Case 1:12-cv-07667-VEC-GWG Document 133 Filed 06/27/14 Page 2 of 120 Table of Contents I. STATEMENT OF QUALIFICATIONS ................................................................................... 3 II. OVERVIEW OF FINDINGS ................................................................................................... 5 III. SCOPE OF THE REPORT .................................................................................................... 6 1. Chronological scope ............................................................................................................................ 6 2. Geographical scope ............................................................................................................................. 7 IV. RACE AND HOUSING MARKETS IN METROPOLITAN DETROIT ........................... 7 1. Historical overview ............................................................................................................................
    [Show full text]
  • Society of Fellows News American Academy in Rome
    SOCIETY OF FELLOWS NEWS AMERICAN ACADEMY IN ROME LETTERS FALL 2003 From the Editors Stefanie Walker FH’01, Catherine Seavitt FA’98 What’s in a letter? is exemplified by the collaborative Society of Fellows NEWS work of two of the 2002-03 Fellows, The theme of this issue of the SOF FALL 2003 Peter Orner FW’03 NEWS explores that question, and we writer and visual Published by the Society of Fellows of are pleased at the diversity of artist Arthur Simms FV’03. It is truly in The American Academy in Rome responses. Paul Davis FD’98, fascinat- this fluid back-and-forth exchange 7 East 60 Street ed by the transformation of the cor- that we feel the most hope for corre- New York, NY 10022-1001 USA rugated metal walls around Roman spondence. There is nothing stranger tel 212 751 7200 www.sof-aarome.org Co-Editors: Stefanie Walker FH’01 construction sites into public bulletin than reading just one half of a dia- Catherine Seavitt FA’98 boards, provides us with our fantastic logue of letters, as we are so often Contributors: Joanne Spurza FC’89 cover. Other contributions center on forced to do. It is then left to our Brian Curran FH’94 the long history of letter writing, as imagination to fill in the missing let- SOF Liason: Elsa Dessberg studied by historian Emil J. Polak ters of the other correspondent. And FR’63 in his delightful interview with there is certainly the poignancy of Editor Stefanie Walker FH’01. The letters left unanswered - or letters Contents graphics of the Imperial Roman that one knows will not be answered, SOF President’s Message 3 ABC’s are studied by Sumner Stone such as those addressed to Defense 7 East 60 Street 4 Via Angelo Masina 5 5 VA’98 in his detailed analysis of the Secretaries or dead Roman senators.
    [Show full text]