2001 Annual Report
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NINA MASON PULLIAM CHARITABLE TRUST ANNUAL REPORT 2001 TRUSTEES' LETTER It has been a year of growth and refinement for the Nina Mason Pulliam Charitable Trust. Our grantees continued to build better realities for the families and communities they serve. In a year that we all shared the tragedy and horror of September 11, the Trust’s mission seemed especially appropriate and comforting. Our grantmaking supported the efforts of 197 nonprofit organizations primarily in Arizona and Indiana with $18,077,949 in funding Frank E. Russell commitments to help people in need, protect animals and nature Trustee Chairman and enrich the quality of life in our communities and neighborhoods. We continued to hold our grant award presentations at grantee sites. These events showcase the work of our grantee organizations and provide a forum for them to meet each other. Collaborative efforts have been realized as a result of these interactions. In Indianapolis, we held these events at the Benedict Inn Retreat and Conference Center, Indiana Historical Society and Old Centrum. In Phoenix, Society of St. Vincent de Paul, Friendly House’s Joseph I. Flores Academia del Pueblo School and the Church of the Beatitudes hosted our events. Carol Peden Schatt 2001 introduced an exciting signature program for the Trust. The Nina Trustee Mason Pulliam Legacy Scholars program provides nontraditional students in Arizona and Indiana the opportunity to receive a college education. Nina Pulliam believed that education is a tool for people to realize their dreams and a better life for their children. The Nina Scholars program honors her commitment to families and education and takes the Trust’s primary giving area of helping people in need to a higher level. The Trust has completed its fourth year of a 50-year life. Upon Nina Mason Pulliam’s death in March of 1997, her assets, at her direction, were placed into an irrevocable charitable trust to support the causes she loved in her home states of Arizona and Indiana. Since the Trust began its grantmaking in 1998, it has provided $56,345,406 Nancy M. Russell Trustee in total funding commitments to 396 nonprofit organizations. We are pleased to share this report on the 2001 grantmaking and financial activities of the Nina Mason Pulliam Charitable Trust. 2 CHARITABLE TRUST HELPING PEOPLE IN NEED PROTECTING ANIMALS AND NATURE ENRICHING COMMUNITY LIFE IN ARIZONA AND INDIANA The Trust appreciates and thanks its year 2001 grantees whose activities were photographed for inclusion in this report. Arizona Bridge to Independent Living The Nina Scholars partner colleges and universities: Phoenix, Arizona Arizona State University Grand Canyon National Park Foundation Tempe, Arizona Grand Canyon, Arizona Indiana University-Purdue University Indianapolis (IUPUI) Hoosier Environmental Council, Inc. Indianapolis, Indiana Indianapolis, Indiana Ivy Tech State College, Central Indiana Campus Jireh Sports Indianapolis, Indiana Indianapolis, Indiana Maricopa Community Colleges Las Fuentes Health Clinic of Guadalupe Phoenix, Arizona Guadalupe, Arizona Rosie’s House Formerly Christmas House Foundation, Inc. Phoenix, Arizona Vivian Smith Teen Parenting Program Indianapolis, Indiana Young Audiences of Indiana, Inc. Indianapolis, Indiana 3 PRESIDENT’S REPORT In 2001 the Trust continued to expand its grant In addition to expanding its network of support, the Our grants to protect animals and nature relationships with nonprofit organizations in both Trust also initiated the Nina Mason Pulliam Legacy emphasized expanding opportunities for all people Arizona and Indiana, with the majority of our Scholars program. Through the Nina Scholars, the to interact with and enjoy the vast array of natural grantees serving the populations of Maricopa Trust is expanding the reach of its priority area of resources available to them in Arizona and Indiana. County in Arizona and metropolitan Indianapolis interest, to help people in need, which represented We also continued our strong commitment to in Indiana. Of the 197 organizations the Trust 62 percent of the grant funds awarded and more enrich community assets, especially for the citizens supported last year, 122 were first-time grantees. than 80 percent of the number of grants we made of Phoenix and Indianapolis. in 2001. In addition to women, children, youth and families, we continued our commitment to the Nonprofit organizations again were welcome to disabled and elderly populations. apply for capital support, program grants, and in limited cases, operational support. Our application guidelines on page 23 provide detailed information on the types of funding we will consider providing. Once again, the Trust conducted three rounds of grant distributions and held six grant award presentation events. The Trustees also hosted celebratory luncheons for the first cohort of Nina Scholars in Indianapolis and Phoenix. We moved into new permanent offices in Phoenix and formed a partnership with the Grand Canyon Trust to be the long-term home for its new collection of original Grand Canyon art. Those interested in viewing the collection are welcome to call our Phoenix office to schedule an appointment. I hope you find this report helpful in learning more about the Trust and our growing family of grantees. Harriet M. Ivey President and Chief Executive Officer 4 PROGRAM AREAS Protecting Animals and Nature Helping People in Need Helping People in Need Protecting Animals and Nature 157 Grantees, $11,182,544.50 15 Grantees, $2,785,404.50 62% of funds awarded in 2001. 15% of funds awarded in 2001. Basic Needs - The Trust supports The Trust supports organizations and organizations and programs that serve those programs that strengthen community who are without sufficient food, clothing, bonds with animals and/or nature, shelter, medical care and other necessities protect wildlife and its habitats, and of life. educate the public to preserve and enhance the environment. Elderly Persons - The Trust supports organizations and programs that assist elderly adults and preserve their mental and physical well-being and Enriching Community Life independence. 25 Grantees, $4,110,000.00 23% of funds awarded in 2001. Physically and Developmentally Disabled Adults and/or Children - - The Trust supports, on The Trust supports organizations and Arts and Culture a limited basis, a variety of programs that provide services for organizations and programs that people with physical and broaden opportunities for all citizens to developmental disabilities. enjoy the arts and the cultural Women, Children, Youth amenities of their communities. and Families - The Trust supports Community Building and organizations and programs that improve Civic Revitalization - The Trust the well-being of and future opportunities supports organizations and programs for children, youth and their families. This also that address the needs of depressed includes programs that provide health and neighborhoods, as well as contribute to educational services. the overall vitality and quality of civic life in the Trust’s priority communities of Indianapolis and Phoenix. Enriching Community Life 5 NINA SCHOLARS In 2001 the Trust established the Nina Mason Pulliam Legacy Scholars program to open doors of opportunity for 40 men and women seeking college degrees. The individuals selected by the four participating universities and community colleges to be the first Nina Scholars all aspire to overcome financial, social and physical challenges. Participating schools are Maricopa Community Colleges and Arizona State University in the Phoenix area and Ivy Tech State College, Central Indiana Campus and Indiana University-Purdue University Indianapolis (IUPUI) in central Indiana. Ashlee Adkins, IUPUI Nina Scholar, works on her school-supplied laptop computer. "The financial assistance has allowed me to attend school without having a full-time job, leaving ample time for my studies," she said. Ashlee aspires to be a doctor. 6 Regular interaction among the ASU cohort of Nina Scholars is further Few scholarship programs currently exist for the non-traditional encouraged through their student in the United States. The Nina Scholars program especially weekly three-credit seeks to assist men and women, 25 years and older with humanities seminar. Nina dependents, who have not yet attended college or who are Scholars program staff at ASU also participate. seeking to return after a long absence. They share the goal of acquiring a college degree in order to increase future opportunities for their families. Others eligible for consideration include adults and traditional college-age students who are physically disabled and youth seeking to enter college for the first time who have grown up in the child welfare system and are financially independent. For Maricopa Community Along with a full scholarship, which includes tuition, fees and books, College Nina Scholar Luis each Nina Scholar receives a $2,500 living allowance to assist with Osuna, studying is a family affair. The family of six such necessities as child care and transportation. Additionally, regularly spends time each school has a Nina Scholars coordinator to assist the students together on their school and to coordinate special programs and activities, all designed homework. to help each student be successful. Many of the nonprofit organizations the Trust funds through its regular grant program serve individuals eligible for the type of support the Nina Scholars program offers. Creating relationships with these organizations