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 and 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 Grand Canyon National Park Foundation Tempe, Arizona Grand Canyon, Arizona -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 . 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 and the participating colleges and universities brings the opportunity of higher education and self- sufficiency to those who might not have dreamed a college In addition to his own degree was in their reach. academic responsibilities, Ivy Tech Nina Scholar The Trust looks forward to welcoming a new cohort of students Stephen Planck, who is each year to the growing Nina Scholars family. visually impaired, finds time to tutor other disabled students.

7 HELPING PEOPLE IN NEED

Vivian Smith Teen Parenting Program Indianapolis, Indiana $150,000 grant Since 1989, the staff and volunteers of the Vivian Smith Teen Parenting Program have worked to provide child care, transportation, tutoring, counseling, parent education and referral services to teen parents. The program has two equally important objectives: to assist young parents in becoming independent citizens and effective parents, and to provide their babies with a healthy start in life. The organization provides teen parents with a network of support services so they can attend school full time with the goal of graduating. The Trust grant supported the opening of a second site for the program on the northwest side of Indianapolis.

Following a day of high school classes, teen parents spend time playing with and caring for their infants.

8 After-school gymnastics classes involve children of all Susan Webb, ABIL director of employment services, Clinic staff discuss the afternoon patients schedule. In ages. Instructors and students enjoy the "ups and downs" leads a training program for participants in the Ticket the background is a photo composite of the Las Fuentes of their time together. to Work program. Clinic infant patients.

Jireh Sports Arizona Bridge to Independent Living, Inc. Las Fuentes Health Clinic of Guadalupe Indianapolis, Indiana Phoenix, Arizona Guadalupe, Arizona $40,000 grant $100,000 grant $45,000 grant Jireh Sports was created to use unique sports The Trust grant supported the establishment Established in 1995 by Dr. John W. Molina, a native and recreation opportunities to mentor youth of Arizona Bridge to Independent Living as of Guadalupe, Las Fuentes is a community-based and provide them supplemental educational the first organization to offer the Ticket to Work health clinic offering affordable and accessible opportunities. Jireh offers gymnastics classes program in Arizona. The program provides primary care to families of the Mexican-American for boys and girls, wrestling, competitive tumbling return-to-work services for the estimated and Yaqui Indian communities. Guadalupe is teams, and tutoring to children in the Martindale- 150,000 eligible participants in Arizona and is centrally located in the Valley of the Sun; families Brightwood neighborhood of Indianapolis. The designed so that people with disabilities can there have a median household income of only grant from the Trust supported both after-school take personal responsibility to achieve or $28,499. Fewer than half of the 3,000 active and summer programs. The mentor relationships continue independent lifestyles and improve patients have health insurance. The Clinic's and the teams formed at Jireh help provide their quality of life. Arizona was selected as medical services include well-baby and children with a sense of "family" in addition to one of 13 states to initiate the Ticket to Work well-child exams, a vaccination program for their families at home. program, a national project administered by children, a women's health program, obstetrics the Social Security Administration to assist and gynecological care, and a family practice. people with disabilities and reduce The Trust provided support for a management dependence on government position to expand and develop the infrastructure entitlement programs. of the clinic and to maintain a consistent level of services.

9 HELPING PEOPLE IN NEED HELPING PEOPLE IN NEED ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

A Stepping Stone Foundation $ 50,000 Organizational and program support Another Way - Page Task Force $ 43,000 Support for a coordinator position to Phoenix, AZ over two years to maintain four preschool Against Domestic Violence continue the job readiness and training classrooms serving at-risk families in the Page, AZ program to assist victims of domestic Alhambra and Isaac school districts. violence.

Affiliation of Arizona 5,000 Support to assist low-income individuals with Arc of Indiana 7,000 Support for Camp Awareness, a residential Indian Centers, Inc. emergency services such as transportation, Indianapolis, IN camp for youth, ages 4 to 19, with autism. Phoenix, AZ groceries, utility assistance, child care services and professional clothing needs Arizona Association of 75,000 Support for The Arizona Partnership for while participating in employment and Community Health Centers Immunization (TAPI) to expand immunization training activities. Phoenix, AZ to vulnerable Arizonans through collaboration with new and existing community partners. Agape Network 15,000 Support to purchase a commercial Phoenix, AZ refrigerator, a freezer and a combination Arizona Bridge to 100,000 Support to implement a new program that refrigerator/freezer to increase food Independent Living, Inc. enables adults with disabilities to return to storage capacity. Phoenix, AZ work under the federal Ticket to Work and Work Incentives Improvement Act of 1999 Agape Therapeutic 50,000 Support to launch the Black Stallion Literacy (TWWIIA). Riding Center Project at three IPS schools. The project Cicero, IN uses at-risk high school students to read to Arizona Center for the 100,000 Support to acquire, expand and remodel the first-grade students, including special-needs Blind & Visually Impaired Center's facility based on current and future children and Spanish-speaking children. Phoenix, AZ service needs of the target population, of which 50 percent are elderly. Ahwatukee Health Resources of 31,500 Support to hire a resource specialist to Mountain View Lutheran Church identify the Ahwatukee senior population in Arizona Foundation for Women 15,000 Support for the Emergency Crisis Phoenix, AZ need of basic assistance and enable them Phoenix, AZ Transportation Program, which transports to continue to live independently. victims of domestic violence to shelters, safe houses and medical facilities with 24-hour AIDS Project Arizona, Inc. 75,000 Support for Family Care Services and availability. Phoenix, AZ targeted HIV prevention outreach to women and underserved ethnic minority Arizona Humanities Council 50,000 Support to continue the statewide expansion communities in metropolitan Phoenix. Phoenix, AZ of the Motheread Literacy Program from the existing seven sites to a minimum of 14 sites. Alzheimer's Association 150,000 Support for a demonstration project to Arizona Chapter develop a curriculum for dementia-specific Arizona Kidney Foundation 25,000 Support to continue providing Phoenix, AZ palliative care and provide training on its Phoenix, AZ life-sustaining medications and nutritional use to nursing homes, assisted-living facilities supplements critical to patients' well being. and hospice organizations. Arizona Recreation Center 200,000 Support to assist in the construction Alzona Lutheran Preschool 13,000 Support for building improvements at the for the Handicapped of the Recreation & Sports Complex. & Child Care Center Preschool and Child Care Center. Phoenix, AZ Phoenix, AZ 50,000 Support for the Disaster Relief Fund American Diabetes Association 22,000 Support to send approximately 35 children Disaster Relief Fund sponsored by The Arizona Republic. Funds Phoenix, AZ with Type I Diabetes to Camp AZDA. Phoenix, AZ were matched by the Robert R. McCormick Tribune Foundation and were granted to Animals Benefit Club of Arizona, Inc. 87,000 Support to expand animal-assisted activities nonprofit agencies providing relief services Phoenix, AZ and therapy programs for at-risk children in New York City and Washington, D.C. and the elderly at 12 additional sites, including T.J. Pappas School for homeless Arizona State University 49,769.50 Support for a longitudinal evaluation study children, Devereux Arizona, Phoenix Tempe, AZ of the Nina Mason Pulliam Legacy Scholars Children's Hospital, Childhelp Children's program in collaboration with IUPUI. Center of Arizona, as well as other schools, pediatric hospitals, homeless shelters and assisted-living facilities.

10 HELPING PEOPLE IN NEED HELPING PEOPLE IN NEED ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

Arizona State University Foundation $ 461,201 Support for the Nina Mason Pulliam Legacy Boys & Girls Clubs $ 225,000 Support over two years to implement Tempe, AZ Scholars program. of Indianapolis, Inc. Computer Clubhouses in four of the five Indianapolis, IN Boys & Girls Clubs to increase access Arizona Women's Education 75,000 Support to provide job readiness and training to technology for an estimated 1,100 and Employment, Inc. to unemployed and under-employed disadvantaged youth daily. Phoenix, AZ individuals in Maricopa and Yavapai counties. Boys & Girls Clubs 112,000 Support to provide master's level education Assistance League of Phoenix 20,000 Support for Operation School Bell, which of Metropolitan Phoenix specialists to advance the quality of Phoenix, AZ provides 3,000 at-risk kindergarten through Phoenix, AZ programming at four club branches in sixth-grade children in metropolitan Phoenix economically challenged communities. with school clothing and supplies. Bread of Life Missions, Inc. 6,000 Support for gasoline costs to transport food Association for 70,000 Support to expand and enhance the Arizona Camp Verde, AZ from food banks in Phoenix and Flagstaff Supportive Child Care Kith and Kin Child Care Project by increasing to people in need in the town of Camp Tempe, AZ the number of providers, adding a training Verde and surrounding rural areas of the element for early brain development, and Verde Valley. broadening the child health and safety Breaking Free, Inc. 15,000 component. Indianapolis, IN Support to implement the new Hispanic Outreach Program to broaden the Association of Arizona 175,000 Support to implement a two-year pilot availability of domestic violence services Food Banks, Inc. project to establish a Farmers Market to central Indiana's Hispanic population. Phoenix, AZ Nutrition Program in Arizona for low-income Broadway United Methodist Church 5,000 families and seniors to improve health by Indianapolis, IN Support for the Jubilee Summer Program, purchasing fresh fruits and vegetables at the which provides academic programming, Farmers Market, and for the Let's Talk Turkey character education, recreational campaign providing turkeys to a coalition of development and ongoing programs for Arizona food banks for the Thanksgiving and teens, as well as opportunities for caregivers Christmas holidays. to become involved. Buckeye Community Action Program 5,000 Avondale Community 5,000 Support for emergency financial assistance Buckeye, AZ Support for emergency financial assistance Action Program for individuals and families during the for individuals and families during the Avondale, AZ holiday season. holiday season. Butler-Tarkington 3,000 Back-To-School Clothing 35,000 Support to provide clothing, supplies and Neighborhood Association Support for the Youth Development Camp, Drive Association school uniforms for 4,000 to 6,000 students Indianapolis, IN a daily program that offers neighborhood Glendale, AZ in 26 Phoenix-area school districts. elementary-grade youth activities to teach conflict resolution, healthy lifestyles, personal Bethlehem House 75,000 Support to hire a clinical director and a development and relationship building. Residence, Inc. managing director for a new residential Central Phoenix Family Services Center 5,000 Indianapolis, IN treatment facility for substance abusers. Phoenix, AZ Support for emergency financial assistance The facility in the Mapleton-Fall Creek for individuals and families during the neighborhood is to house men, women holiday season. and women with children. Chandler Community Action Program 5,000 Chandler, AZ Support for emergency financial assistance Big Brothers of 30,000 Support to expand the Big Brothers for individuals and families during the Greater Indianapolis, Inc. Experience Corps Program, which provides holiday season. Indianapolis, IN tutoring and mentoring to boys and girls Children's Bureau of Indianapolis 10,000 during the school day, to four additional IPS Indianapolis, IN Support for PRO 100, an employment schools, to serve a total of 417 children. program for youth, ages 14 to 18, to learn social skills, employer expectations and Bosma Industries 100,000 Support to replace the roof of the building computer skills while earning money at for the Blind, Inc. housing Bosma's assembly operations, which IPS sites and Indy Parks. Indianapolis, IN employs visually impaired individuals.

11 HELPING PEOPLE IN NEED HELPING PEOPLE IN NEED ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

Christamore House $ 6,000 Support for Summer Splash, which provides Dayspring Center $ 30,000 Support for the emergency family shelter, Indianapolis, IN daily indoor and outdoor enrichment Indianapolis, IN outreach and food programs. activities and educational programs for youth, ages 4 to 13. The Domestic Violence 103,000 Support to increase staff and to expand Network of Greater organizational capacity to develop a more CICOA The Access Network, Inc. 100,000 Support for the CICOA Foundation's Indianapolis comprehensive and coordinated service Indianapolis, IN endowment fund to ensure continued Indianapolis, IN delivery system for victims of domestic violence. care of the elderly in central Indiana. East Tenth United Methodist 50,000 Support for daycare and youth programs Clarian Health Partners, Inc. 5,040 Support for the Health Careers Internship Children and Youth Center serving families on the near northeast side Indianapolis, IN Program, a six-week full-time summer Indianapolis, IN of Indianapolis. program for high school students. Students work in hospital departments and on special Ebenezer Foundation 150,000 Support over three years to increase HIV/AIDS projects, conduct research, and make Indianapolis, IN services, counseling and testing for African presentations. Americans by utilizing non-traditional and alternative testing methods. Clinica Adelante, Inc. 77,000 Support to complete and furnish a dental Surprise, AZ clinic in the Buckeye Family Care Center to El Mirage Community 5,000 Support for emergency financial assistance provide needed dental services for 13,000 Action Program for individuals and families during the holiday residents of southwest Maricopa County. El Mirage, AZ season.

Coburn Place Safe Haven 2,500 Support for Coburn Place Summer Camp, The Family School 21,000 Support to hire staff to supervise teachers Indianapolis, IN a daily program that provides recreational, Phoenix, AZ implementing a program for violence and educational and cultural experiences for delinquency prevention and to develop and transitional housing residents, ages 5 to 18. employ tools to assess the long-range impact of the program. Coleman Adoption Services, Inc. 20,000 Support for the new Birthmother Services Indianapolis, IN Program to increase medical, social and Fox 59 Disaster Relief Fund 50,000 Support for the Disaster Relief Fund sponsored direct counseling services to women who Indianapolis, IN by Fox 59 Television. Funds were matched by ultimately decide to keep their babies. the Robert R. McCormick Tribune Foundation and were granted to nonprofit agencies Community Hospitals Foundation 111,000 Support for a health and wellness clinic at providing relief services in New York City Indianapolis, IN Howe Middle School to provide medical and Washington, D.C. care and education for 800 students, their families and residents of the Irvington Fresh Start of Indianapolis, Inc. 30,000 Support to purchase a truck for the Client neighborhood. Indianapolis, IN Delivery Services program, which picks up donated furniture and other items, delivering Concerned Citizens for 5,000 Support for emergency financial assistance them to clients who have moved out of Community Health for individuals and families during the holiday abusive relationships and into their own homes. Scottsdale, AZ season. Fresh Start Women's Foundation 150,000 Support for the Women's Resource Center Concord Neighborhood Center 20,000 Support for the Southside Childcare Support Phoenix, AZ in central Phoenix to provide an array of Indianapolis, IN Project, which provides child care in a safe services to women seeking self-sufficiency. environment focusing on academic achievement, positive social interaction, Gennesaret Free Clinic, Inc. 120,000 Support over two years to expand the dental non-violent social skills and positive adult Indianapolis, IN program to better serve homeless and needy role models. individuals in Marion County.

Damar Services, Inc. 75,000 Support to help pilot the Real World program, Gila Bend Community 5,000 Support for emergency financial assistance Camby, IN providing chronically institutionalized children Action Program for individuals and families during the holiday with supervised "real world" living practice Gila Bend, AZ season. while re-introducing them to the rewards and challenges of living in the community.

12 HELPING PEOPLE IN NEED HELPING PEOPLE IN NEED ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

Gilbert Community Action Program $ 5,000 Support for emergency financial assistance Horizon House, Inc. $ 25,000 Support to provide basic services including Gilbert, AZ for individuals and families during the holiday Indianapolis, IN day shelter, mail pick-up, showers, laundry, season. case management, legal counseling and referrals to local agencies to help homeless Girls Ranch, Inc. of Arizona 12,500 Support for the Residential Prevention individuals and families in Indianapolis. Scottsdale, AZ Program providing assistance to families who cannot afford the monthly resident program Horses Help 25,000 Support to install an automated sprinkler fee. Cave Creek, AZ system at the new Horses Help facility, which provides therapeutic and recreational Glendale Community Action Program 5,000 Support for emergency financial assistance horseback riding opportunities for clients age Glendale, AZ for individuals and families during the holiday 2 and older who have physical disabilities, season. cognitive challenges and/or mental health problems. Glendale Human Services Council, Inc. 100,000 Support for start-up of the Domestic Older Independent Residential Glendale, AZ Victims Empowerment and Safety (DOVES) Living of Central Indiana 100,000 Support over two years to develop a program to provide transitional housing and New Palestine, IN housing program to serve disabled children support services to older victims of domestic and adults. violence in western Maricopa County. Indiana Amateur Baseball Association Golden Gate Community Center 50,000 Support over two years to maintain and Indianapolis, IN 5,000 Support for Indy Parks Youth Baseball Phoenix, AZ expand activities of the Fitness and Personal program that teaches baseball history, Development program for the children and Indiana Association of Cities skill development and self-esteem to families of west central Phoenix, primarily and Towns Foundation, Inc. urban youth. within the Isaac School District. Indianapolis, IN 50,000 Support to implement the new Youth Greater Phoenix Interfaith 25,000 Support to provide ongoing services for Development in Indiana Cities and Towns Hospitality Network homeless families. project to better enable local government Phoenix, AZ officials to enhance and support youth Indiana Blind Children's Foundation development initiatives in their communities Guadalupe Community Action Program 5,000 Support for emergency financial assistance Indianapolis, IN by increasing their involvement in such issues. Guadalupe, AZ for individuals and families during the holiday season. Indiana Hospice & Palliative 200,000 Support to complete the library renovation Care Organization project at the Indiana School for the Blind. Hispanic Education Center 8,000 Support for Summer Discovery 2001, a daily Indianapolis, IN Indianapolis, IN program that provides academic and arts 98,000 Support for Gentle Goodbye, a one-year activities for youth, ages 6 to 10. public engagement campaign to educate central Indiana residents about choices in Homeward Bound 130,000 Support to purchase equipment and supplies Indiana Literacy Foundation, Inc. end-of-life care and ways to communicate Phoenix, AZ for the dental clinic located in the Nina Indianapolis, IN their choices to their loved ones and Mason Pulliam Learning Center. The clinic caregivers. serves homeless and domestic violence families participating in the transitional 210,000 Support over two years to conduct an housing program. evaluation of all existing literacy programs Indiana State Fair Commission in Indiana. Results will help the Foundation Hook's Discovery and Learning Center 75,000 Support for the Brain Motor-Vator program, Indianapolis, IN develop programs that will help more than Indianapolis, IN a mobile science learning lab with which 30,000 Hoosiers learn to read. staff can present live, interactive bioscience Indiana University Foundation and life sciences demonstrations at various Indianapolis, IN 5,765 Support for the Youth Discovery Days and locations, such as daycare programs, Little Hands on the Farm programs. schools, after-school programs, senior citizen centers and festivals throughout 459,113 Support for the Nina Mason Pulliam Legacy central Indiana. Scholars program at IUPUI.

13 HELPING PEOPLE IN NEED HELPING PEOPLE IN NEED ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

Indiana Youth Group, Inc. $ 50,000 Support for the Homeless Outreach Project Joy's House $ 40,000 Support for a new day center for adults and Indianapolis, IN to link the estimated 2,000 homeless gay, Indianapolis, IN seniors who are mentally and/or physically lesbian, bisexual and transgender youth in challenged. Indianapolis with basic needs (food, shelter), as well as medical and mental healthcare. Martin Luther King, Jr. 52,000 Support for the Center's Technology Job Multi-Service Center Preparedness Project, a free program that Indianapolis Interfaith 2,695 Support for Youth Summer Camps, which Indianapolis, IN offers technology-based training and job Hospitality Network provide recreational activities daily for placement for young adults. Indianapolis, IN homeless youth, ages 4 to 16. Labor's Community 76,000 Support over two years to hire a full-time Indianapolis Private 200,000 Support over two years for design and start- Service Agency manager to expand Project S.H.I.F.T. Industry Council, Inc. up of the new system/data warehouse for Phoenix, AZ (Securing Help In Family Transportation), Indianapolis, IN the development of the Central Indiana which helps low-income families acquire Community Network, an integrated, on-line vehicles at significantly discounted prices. human services network that will share client information and referrals in order to help Las Fuentes Health Clinic 45,000 Support for a management position to families obtain better services. of Guadalupe expand and develop the present Guadalupe, AZ infrastructure of the Clinic in the Guadalupe Indianapolis Senior Citizens' Center 30,000 Support for a planning and feasibility study community. Indianapolis, IN for the Consortium for Creative Aging and Retirement, a collaborative effort that will Lighthouse Ministries, Inc. 58,000 Support to replace three heating and encourage retirement-age individuals to Indianapolis, IN cooling units and to support outreach pursue lifelong learning and to share their programs for central Indiana men, women talents and resources with the broader and children in a facility that serves the community. emergency needs of the homeless population in central Indiana. The Ivy Tech Foundation, Inc. 732,739 Support for the Nina Mason Pulliam Legacy Indianapolis, IN Scholars program at the Ivy Tech central Literacy Volunteers of America, Inc. 59,000 Support to purchase computer equipment campus. Maricopa County and software to help students with learning Phoenix, AZ disabilities. Interfaith Cooperative Ministries 16,500 Support for the Financial Assistance Phoenix, AZ Program to provide emergency assistance Lutheran Child & Family 70,000 Support to renovate and furnish the Lesley for low-income and homeless individuals Services of Indiana/Kentucky home for the Independent Living Program, and families. Indianapolis, IN which provides housing and the necessary skills and knowledge to enable youth who Jameson, Inc. 6,000 Support for the Traditional and Youth have been in the foster care system to live Indianapolis, IN Leadership Camp, a residential program successfully outside the institutional setting. providing four camps for at-risk youth, ages 6 to 18. Mapleton-Fall Creek 60,000 Support to better serve low-income people Christian Legal Clinic in need of civil legal assistance. Jewish Family & Children's 25,000 Support to purchase a van for the Tucson Indianapolis, IN Service of Southern Arizona, Inc. Loan Chest to deliver medical equipment Phoenix, AZ and supplies to a growing client base of The Maricopa Community 601,222 Support for the Nina Mason Pulliam Legacy uninsured and under-insured individuals and Colleges Foundation Scholars program. families in Tucson and rural Pima County. Phoenix, AZ

Jireh Sports 40,000 Support to provide non-traditional sports Marion County Commission 30,000 Support to develop and implement a youth Indianapolis, IN training, recreation opportunities, education on Youth, Inc. leadership curriculum for youth, ages 13 to and leadership development to urban youth Indianapolis, IN 19, that teaches them how to serve their and families in the Martindale-Brightwood community as leaders and decision makers. neighborhood of Indianapolis. Mental Health Association 39,000 Support to purchase a 15-passenger van for in Marion County transporting residents of two group homes Indianapolis, IN and to provide home improvements to the Ferriday House.

14 HELPING PEOPLE IN NEED HELPING PEOPLE IN NEED ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

Mental Health Association $ 25,000 Support for the Homeless Children Mentor Peace Learning Center $ 75,000 Support to hire a training coordinator and a of Arizona Program to recruit and train 50 volunteer Indianapolis, IN marketing/ business consultant for a program Scottsdale, AZ mentors, to provide one-on-one attention, that teaches conflict resolution skills to fourth- support and role modeling to children and sixth-graders in IPS and other schools in living in Valley homeless shelters for a Marion County. minimum of one year. Peoria Community Action Program 5,000 Support for emergency financial assistance Mesa Community Action 5,000 Support for emergency financial Peoria, AZ to individuals and families during the holiday Network, Inc. assistance for individuals and families season. Mesa, AZ during the holiday season. Phoenix Day Child and 100,000 Support to renovate and expand the Center's Metropolitan School District 5,000 Support for a summer school program that Family Learning Center facility to increase its child care capacity from of Perry Township provides safe activities for at-risk youth on Phoenix, AZ 96 to 165 children, ages 6 weeks to 5 years, Indianapolis, IN the south side of Indianapolis. from at-risk environments. Mission of Mercy, Inc. 20,000 Support to expand services of the Mobile Phoenix Shanti Group, Inc. 30,000 Support for 21 low-income individuals with Arizona Mobile Clinic Clinic in the Phoenix metropolitan area for Phoenix, AZ limited job skills to participate in the Certified Scottsdale, AZ the uninsured working poor. Nursing Assistant Training Program to give them additional education necessary to secure Native Americans for 225,000 Support over three years to stabilize gainful full-time employment. Community Action, Inc. NACA’s finances in order to allow them Flagstaff, AZ to continue delivering basic medical PREHAB of Arizona, Inc. 25,000 Support for the Domestic Violence initiative care services to urban Native Mesa, AZ Safe Temporary Overflow Program (DV-STOP) American families. to provide emergency accommodations, food and critical support for victims of Neighborhood Clinic, Inc. 100,000 Support for the construction of a new domestic violence who are waiting to enter Phoenix, AZ facility to provide medical and dental an existing shelter. care for the working poor community in central Phoenix. Prevent Child Abuse Indiana, Inc. 100,000 Support over two years to enhance the Indianapolis, IN organization's capacity to raise public New Directions Institute 330,000 Support over two years to train parents awareness and educate the people of Phoenix, AZ and volunteers, using new findings about Indiana about child abuse prevention. the healthy brain development of infants. Reach for Youth, Inc. 60,000 Support for strategic planning and new New Life Center 100,000 Support over two years to provide Indianapolis, IN programming in order to expand services Goodyear, AZ emergency shelter, counseling, for at-risk youth and their families in the education, advocacy and other Mapleton-Fall Creek area. services for victims of domestic violence and their children. Respite Shelter for Homeless Men, Inc. 20,000 Support to provide temporary shelter and care Phoenix, AZ for homeless men released from hospitalization. Northwest Tempe Neighborhoods 30,000 Support for start-up of the Homebuyer Community Development Assistance Program to provide financial James Whitcomb Riley 8,000 Support for Camp Riley, a residential camping Corporation (NewTowN CDC) education and counseling for low- and Memorial Association program for disabled youth, ages 8 to 18. Tempe, AZ moderate-income families in Tempe Indianapolis, IN who are purchasing homes. Salvation Army, Phoenix 25,000 Support of the annual Christmas program, Partners in Housing 50,000 Support for an enhanced social services Phoenix, AZ which distributes food and toys to low-income Development Corporation delivery system at The Blue Triangle families and gifts to people in institutions and Indianapolis, IN Residence Hall, which houses 96 formerly other shut-ins during the holiday season. homeless individuals. Salvation Army, Indianapolis 25,000 Support to provide shelter and support services Indianapolis, IN for needy and at-risk women with children and families during the holiday season.

15 HELPING PEOPLE IN NEED HELPING PEOPLE IN NEED ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

Second Helpings, Inc. $ 37,000 Support for the job recruitment/ retention Stable Influence Charity Program $ 20,000 Support to provide therapeutic horseback- Indianapolis, IN program to recruit and train individuals in Phoenix, AZ riding education for youth and adults who five classes per year for employment in the are mentally, emotionally and/or physically food service industry and to provide job challenged. placement assistance. Sun Sounds Foundation, Inc. 150,000 Support to purchase new digital recording Seventh and Eighth 8,000 Support for the Summer Enrichment Program, Phoenix, AZ equipment and software for Sun Sounds United Christian Church a daily program providing arts, math and locations in Phoenix, Tucson and Flagstaff Indianapolis, IN science experiences for youth, ages 3 to 16. to provide quality programs for individuals who cannot read due to visual, physical or Sky Harbor Family Services Center 5,000 Support for emergency financial assistance learning disabilities. Phoenix, AZ for individuals and families during the holiday season. Sunnyslope Family Services Center 5,000 Support for emergency financial assistance Phoenix, AZ for individuals and families during the Vivian Smith Teen 150,000 Support for a second program site to be holiday season. Parenting Program opened on the northwest side of Indianapolis Indianapolis, IN to provide teen parents with a network of Tempe Community Action Agency, Inc. 5,000 Support for emergency financial assistance support services for them and their babies, Tempe, AZ for individuals and families during the while enabling parents to attend school holiday season. full time. Templo Marantha, Inc. 75,000 Support to renovate a full-service daycare Social Health Association 50,000 Support for an HIV/STD/Teen Pregnancy Phoenix, AZ center to serve approximately 110 children of Central Indiana, Inc. Prevention Education program for youth ages 2 to 13, allowing the center to Indianapolis, IN incarcerated in central Indiana detention re-open and serve low-income families facilities. in south central Phoenix.

Society of St. Vincent de Paul 68,000 Support to develop a comprehensive case Timber Trails Children's Project, Inc. 10,000 Support for the Timber Trails 2001 summer Phoenix, AZ management Opportunity Program to help Sedona, AZ program, which enables children from individuals and families make the transition low-income families in Phoenix to attend from poverty and homelessness to stability summer camp at no charge. and self-sufficiency. Tolleson Community Action Program 5,000 Support for emergency financial assistance Sojourner Center 250,000 Support over three years to expand shelter Tolleson, AZ for individuals and families during the Phoenix, AZ programs and services to accommodate holiday season. an increased number of clients in the recently completed addition to Sojourner Top Dog 30,000 Support to produce a training video/CD Center, which can now house up to 120 Tucson, AZ as a supplement to the Teamwork victims of domestic violence nightly. instructional books, which are designed to teach disabled individuals to train dogs in Southwest Community Network 56,000 Support to expand the KEYS Program their own homes as "service dogs." Avondale, AZ (Keeping Excellence in Youth Support) to two new schools in southwestern Maricopa United Christmas Service 30,000 Support to provide needy families and County. The program identifies, counsels Indianapolis, IN individuals with assistance during the and advocates on behalf of teenagers who holiday season. are at risk of failing or dropping out of school. United Way of Central Indiana 50,000 Support to assist with the funding of basic Southwest Leadership 62,000 Support to increase the number of after- Indianapolis, IN needs services in central Indiana. Foundation, Inc. school programs for youth, ages 7 to 12, Phoenix, AZ and expand family support services at four elementary schools in the Pendergast School District.

16 HELPING PEOPLE IN NEED HELPING PEOPLE IN NEED ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

University of Indianapolis $ 150,000 Support for start-up of the University's West Valley Child Crisis Center, Inc. $ 250,000 Support for the Kids Campus capital Indianapolis, IN Community Programs Center at the Glendale, AZ campaign to create a new west side Wheeler Arts Center in Fountain Square, residential site for abused, neglected and offering educational enrichment, health abandoned children. services, arts opportunities, and social and recreational programs for underserved Wheeler Mission Ministries 30,000 Support for a homeless shelter for men 18 residents, children and the Hispanic Indianapolis, IN years old and older. Support services include population in the area. This program medical care, a dental clinic, a reading facilitates community-based learning for room/day center and a clothing exchange. university students who will provide these outreach services. Wickenburg Community Action Program 5,000 Support for emergency financial assistance Wickenburg, AZ for individuals and families during the Valle del Sol, Inc. 150,000 Support over two years to expand the holiday season. Phoenix, AZ Valle del Sol Resource Center at Garcia Elementary School in south Phoenix. Travis L. Williams Family Services Center 5,000 Support for emergency financial assistance Phoenix, AZ for individuals and families during the Valley of the Sun School 44,000 Support over two years for the Print Shop, holiday season. and Habilitation Center which is part of a vocational training and Phoenix, AZ placement program designed to provide Winter Assistance Fund 65,000 Support to provide emergency utility employment opportunities for individuals Indianapolis, IN assistance who are developmentally disabled. for low-income households who do not meet the criteria of other energy assistance Valley of the Sun United Way 50,000 Support to assist with the funding of an array Women's Transition Project, Inc. 61,000 programs. Phoenix, AZ of human services in Maricopa County. Bisbee, AZ Support to provide administrative and program staff for a new transitional homeless Valley of the Sun YMCA 250,000 Support for the Teen Leadership Center shelter for women and children in the high- Phoenix, AZ Initiative to create six Teen Centers for unemployment area of Bisbee, Arizona. youth in underserved neighborhoods in Maricopa County. Helping People in Need • 157 Grantees $11,182,544.50 Visions, Inc. 8,000 Support for Visions Summer Jam, a daily Indianapolis, IN program of positive educational and recreational experiences for youth, ages 6 to 13.

VSA arts of Indiana, Inc. 20,000 Support to purchase adaptive arts Indianapolis, IN equipment and supplies to outfit community-based arts classrooms, which serve developmentally disabled individuals and at-risk and underserved young people.

Waste Not, Inc. 48,000 Support to expand services to the east and Scottsdale, AZ west Valley by purchasing a refrigerated truck to facilitate the additional collection and distribution of perishable food to organizations feeding the hungry.

West Phoenix Family Services Center 5,000 Support for emergency financial assistance Phoenix, AZ for individuals and families during the holiday season.

17 PROTECTING ANIMALS AND NATURE

Even in winter, IPS middle school students can be found Visitors along the Nina Mason Pulliam Trail at the South Rim of the Grand Canyon doing fieldwork on their Fall Creek environmental are enjoying opportunities to see new scenery of the Grand Canyon and Colorado stewardship project. River. The trail also has special amenities for the physically disabled.

Hoosier Environmental Council, Inc. Grand Canyon National Park Foundation Indianapolis, Indiana Grand Canyon, Arizona $23,500 grant $1,000,000 grant payable over three years As Indiana's largest environmental organization, The Grand Canyon is among the 10 most visited the Hoosier Environmental Council works to natural attractions in the world and is a resource provide safe drinking water, preserve natural treasured by the citizens of Arizona. The Grand resources and ensure a clean environment to Canyon National Park Foundation was keep families safe and healthy. The Trust grant established to further the protection, preservation launched the Fall Creek Stewardship project, and enhancement of the Park. The Trust grant which will teach 240 middle school students supported the construction of the first 10.7 miles in Indianapolis Public Schools how to protect of the new Greenway Trail System, providing animals and nature. The students become dramatic new views from the South Rim of the "stream doctors" by diagnosing Fall Creek's Canyon to individuals, families and persons with physical, biological and chemical health. disabilities, as well as linking important amenities They then write and implement a prescription within the Park. The one-half-mile trail linking to restore the creek and urban wildlife habitat Mather Point to the Yavapai Observation Station in their adopted area of the creek. was completed in fall of 2001. The two-mile trail from Mather Point to the East Rim Overlook opens in the spring of 2002. These trails provide previously unseen views of the Colorado River and Phantom Ranch.

18 PROTECTING ANIMALS AND NATURE PROTECTING ANIMALS AND NATURE ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

Arizona Animal Welfare League $ 125,000 Support to help construct, equip and Hoosier Environmental Council, Inc. $ 23,500 Support to launch the Fall Creek Stewardship Phoenix, AZ furnish an isolation facility for the treatment Indianapolis, IN project to teach 240 IPS middle school of sick dogs and cats to eliminate the students how to protect animals and nature. exposure of healthy animals to disease and reduce medical expenses for Humane Society of New York 10,000 Support to provide rescue assistance, treating sick animals. New York, NY veterinary care, housing and placement for dogs, cats and other companion animals The Center for Agricultural 50,000 Support for a series of educational pilot that have been displaced or have lost their Science & Heritage, Inc. programs that will offer opportunities for human family members in the wake of the Indianapolis, IN 1,900 youth and families to learn about attack on the World Trade Center. the significance of agriculture in daily life. Malpai Borderlands Group, Inc. 75,000 Support to complete the purchase of a Center for Animal Care 15,000 Support to provide rescue assistance, Douglas, AZ conservation easement to protect 10,000 and Control, Inc. veterinary care, housing and placement acres from development, and to conduct Brooklyn, NY for dogs, cats and other companion region-wide conservation planning for the animals that have been displaced or estimated 25 endangered and threatened have lost their human family members wildlife species in the area. in the wake of the attack on the World Trade Center. Muscatatuck Wildlife 150,000 Support to expand the Visitor Center into Society Foundation, Inc. a Conservation Learning Center at the Central Indiana Land Trust, Inc. 70,000 Support over two years to hire the first Columbus, IN Muscatatuck National Wildlife Refuge. Indianapolis, IN paid executive director and open an office in Indianapolis. Peregrine Fund 150,000 Support over three years for the restoration Boise, ID and recovery of the California condor in Desert Foothills Land Trust, Inc. 41,904.50 Support to assist with the cost of surveys, the Grand Canyon National Park. This is Cave Creek, AZ land appraisal and site improvements a collaborative effort with the U.S. Fish within the Go John Canyon Preserve. & Wildlife Service and the National Park Service. Eagle Creek Park Foundation, Inc. 1,000,000 Support for the Eagle Creek Park Campus Southwest Center for Education 50,000 Indianapolis, IN development project. and the Natural Environment Support to add two to four schools to the Tempe, AZ Schoolyard Habitat Program, which creates Friends of the White River 10,000 Support for Focus on Urban River native habitat areas at schools as outdoor Indianapolis, IN Environments (FOURE'), an awareness/ science and environmental learning action campaign to create broad-based laboratories. support for a wide variety of White River Boyce Thompson 15,000 enhancement projects in Marion County. Southwestern Arboretum, Inc. Support to plan and design a Children's Superior, AZ Horticultural Garden adjacent to the Grand Canyon National 1,000,000 Support over three years for the Gloria Wing Ong Children's Learning Center. Park Foundation construction of two trails within the Flagstaff, AZ Greenway Trail System, fulfilling a portion of the Grand Canyon General Master Plan, and to create a maintenance endowment for the trails system

Protecting Animals and Nature • 15 Grantees $2,785,404.50

19 ENRICHING COMMUNITY LIFE

Rosie's House young musicians are practicing in With help from a Young Audiences professional artist, preparation for their upcoming performance as pre-school students at this Day Nursery site experience the part of the community concert series. fun and delight of molding pottery and working with clay.

Rosie’s House Young Audiences of Indiana, Inc. Formerly Christmas House Foundation, Inc. Indianapolis, Indiana Phoenix, Arizona $273,000 grant payable over three years $38,000 grant Young Audiences works with teachers and more than 100 artists Since 1996, Rosie’s House has provided children and arts organizations in the community to present live in central Phoenix with an alternative to crime programs at schools, libraries, parks and community centers and violence by enriching their lives with music. In throughout the state. The Trust grant supports the Young at Arts partnership with local public school districts, program, a pilot project designed to expand Young Audiences’ Rosie’s House offers musical instrument instruction impact beyond school-age children. Young at Arts is a and music education to economically collaborative effort with the Day Nursery Association that helps disadvantaged children, ages 5 to 18. Last year child care workers and artists develop and expand their skills in more than 150 children participated in group providing developmentally appropriate experiences in the arts music lessons, while those who demonstrated for nearly 600 pre-school children. the highest commitment and potential received private instruction. The Trust grant supported music faculty to teach classes and helped to establish new outreach sites. Trust funds also facilitated a review of the curriculum with music educators from Arizona State University.

20 ENRICHING COMMUNITY LIFE ENRICHING COMMUNITY LIFE ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

Arizona Science Center $ 250,000 Support to establish a cash operating Herron-Morton Place Foundation, Inc. $ 85,000 Support to purchase a playscape structure Phoenix, AZ reserve fund. Indianapolis, IN and to construct a picnic pavilion at the Herron-Morton Place Historical Park on the Arizona Theatre Company 50,000 Support to expand cultural education near north side of Indianapolis. Phoenix, AZ and outreach programs for Phoenix and Tucson underserved youth in kindergarten The Hopi Foundation 125,000 Support for the first radio station on the through twelfth grade. Hotevilla, AZ Hopi Reservation, which promotes public awareness and community participation. Buck Creek Players, Inc. 5,000 Support to purchase sound equipment Indianapolis, IN as part of the Movin' on Up capital Improving Chandler Area Neighborhoods 29,000 Support for repairs and improvements to the campaign to renovate a newly acquired Chandler, AZ ICAN Center. space into a quality theatre and facility for the community. Indiana Grantmakers Alliance 20,000 Support for a series of educational programs Indianapolis, IN on nonprofit financial management. Collaboration for a New Century, Inc. 70,000 Support to establish the Center for Phoenix, AZ Collaboration to provide a venue for Indiana Historical Society 130,000 Support to produce and duplicate a community representatives to network Indianapolis, IN 30-minute Indiana history video and CD-ROM and receive technical assistance, training to reach approximately 6,400 teachers and and materials to more effectively promote 86,620 fourth-graders each year. access to safe, affordable housing; health care; living wage employment; and safe, Indiana State Museum Foundation, Inc. 500,000 Support over two years to underwrite the Ice healthy environments for children. Indianapolis, IN Age Tunnel, to be located in the new Indiana State Museum, and to provide an interactive Community Alliance of the Far Eastside, Inc. 250,000 Support for the Phase II renovation of exhibit to educate students and families Indianapolis, IN CAFE's new Neighborhood Center to about fossil excavation sites and Indiana’s provide a wide variety of co-located prehistoric animals. services for youth, families and senior citizens on the far east side of Indianapolis. Indianapolis Marion County 1,500,000 Support over three years for The Indianapolis Public Library Foundation Special Collections Room in the planned Freetown Village, Inc. 100,000 Support for the planning and Indianapolis, IN new Central Library. Indianapolis, IN implementation of a living history exhibit at the new Indiana State Museum in Indianapolis Neighborhood 100,000 Support over two years for development White River State Park. Resource Center, Inc. of the Community Governance Institute, Indianapolis, IN an initiative to strengthen the boards of Grand Canyon University 100,000 Support to renovate and furnish Sydney's Indianapolis neighborhood associations Phoenix, AZ Community Center to provide and community-based organizations. educational programs for adults, tutorial and recreational services for children, Indianapolis Symphonic Choir, Inc. 5,000 Support for Voices United, a residential and community enrichment activities in Indianapolis, IN music camp that provides instruction in the Alhambra neighborhood. music, drama, percussion, visual arts and dance for IPS students, ages 11 to 13. Habitat for Humanity, Valley of the Sun 250,000 Support to underwrite the development Phoenix, AZ of Villas Esperanza, a 20-acre affordable Institute of Cultural Affairs 45,000 Support for the organization, implementation housing community in south Phoenix Phoenix, AZ and evaluation of Neighborhood Academies, platted for 85 homes, a community park which are designed to build community and family resource center to provide development skills of youth-adult leadership homeownership opportunities for low- groups in five low-income neighborhood income working families. partnerships.

21 ENRICHING COMMUNITY LIFE ORGANIZATION NAME GRANT AMOUNT GRANT DESCRIPTION

Jubilee Center $ 80,000 Support for an emergency evacuation Indianapolis, IN system, security doors and telephone system in a building that houses educational and service organizations in the Citizens/King Park neighborhood.

Orpheum Theatre Foundation 30,000 Support to create a strategic/business plan Phoenix, AZ for the Orpheum Theatre Foundation to enhance educational programming and expand fundraising for the ongoing support of the Theatre.

Phoenix Family Museum 40,000 Support for salary and benefits of the first Phoenix, AZ paid executive director for the Phoenix Family Museum in order to make the transition from an all-volunteer organization.

Rosie's House 38,000 Support to expand the after-school music Formerly instruction program for inner-city, at-risk Christmas House Foundation, Inc. and economically disadvantaged youth. Phoenix, AZ

The Sycamore Foundation 25,000 Support to sponsor one of the 2001 Indiana Indianapolis, IN Achievement Awards winners and underwrite the Indianapolis Best Practices seminar to encourage efficiency, innovation and sustainability in nonprofit organizations.

Theater Works 10,000 Support for sponsorship of the Theater Peoria, AZ for Children's Books Alive and Kids Alive programs, which encourage students to read and bring live theater to children who might not have the opportunity to attend a live performance.

Young Audiences of Indiana, Inc. 273,000 Support over three years for the Young at Indianapolis, IN Arts program to work with child care workers and artists to develop and expand their skills in providing developmentally appropriate Helping People in Need 157 Grantees $11,182,544.50 experiences in the arts for pre-school children. The program is in collaboration with the Day Nursery Association. Protecting Animals and Nature 15 Grantees $ 2,785,404.50

Enriching Community Life 25 Grantees $ 4,110,000.00

Enriching Community Life • 25 Grantees $4,110,000.00 Grand Total 197 Grantees $18,077,949.00

22 INDEPENDENT ACCOUNTANTS’ REPORT STATEMENTS OF FINANCIAL POSITION As of December 31, 2001 and 2000

Trustees Nina Mason Pulliam Charitable Trust 2001 2000 Indianapolis, Indiana Assets Cash and cash equivalents $6,983,015 $4,893,206 We have audited the accompanying statements of financial position of the Nina Mason Pulliam Charitable Trust as of December 31, 2001 and 2000, Accrued dividends and interest 1,661,790 1,475,343 and the related statements of activities and cash flows for the years then Investments 357,961,150 391,059,505 ended. These financial statements are the responsibility of the Trust’s management. Our responsibility is to express an opinion on these financial Equipment and leasehold improvements – net 495,596 285,223 statements based on our audits. Other 452,938 325,590

We conducted our audits in accordance with auditing standards generally Total assets $367,554,489 $398,038,867 accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes Liabilities examining, on a test basis, evidence supporting the amounts and disclosures Accounts payable and accrued expenses $420,598 $545,227 in the financial statements. An audit also includes assessing the accounting Deferred federal excise tax 19,089 principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our Grant and scholarship commitments 4,912,972 4,497,539 audits provide a reasonable basis for our opinion. Total liabilities 5,333,570 5,061,855

In our opinion, the financial statements referred to above present fairly, in all Net Assets – unrestricted 362,220,919 392,977,012 material respects, the financial position of the Nina Mason Pulliam Charitable Trust as of December 31, 2001 and 2000, and the changes in its net assets and its cash flows for the years then ended, in conformity with accounting principles Total liabilities and net assets $367,554,489 $398,038,867 generally accepted in the United States of America.

BKD LLP Indianapolis, Indiana January 30, 2002 See notes to financial statements.

23 STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED STATEMENTS OF CASH FLOWS FOR THE YEARS ENDED December 31, 2001 and 2000 December 31, 2001 and 2000

2001 2000 2001 2000 Changes in Unrestricted Net Assets Operating Activities Revenues Change in net assets $ (30,756,093) $ (15,672,921) Interest and dividends $ 9,657,892 $11,352,713 Items not requiring (providing) cash Net realized gain (loss) on investments (2,011,532) 27,502,262 Realized (gain) loss on sale of investments 2,011,532 (27,502,262) Net unrealized loss on investments (16,032,633) (30,494,996) Unrealized loss on investments 16,032,633 30,494,996 Total revenue (8,386,273) 8,359,979 Deferred excise tax (160,326) (327,227) Depreciation 116,177 67,896 Expenses Changes in Employees’ salaries and benefits 1,767,351 1,593,418 Accrued dividends and interest (186,447) 453,758 Trustees’ fees 108,500 114,500 Other assets (5,117) (177,652) Legal and audit expense 31,615 31,616 Federal excise tax payable 19,006 (7,391) Occupancy expense 285,918 209,679 Accounts payable and accrued expenses (124,629) (12,802) Depreciation expense 116,177 67,896 Grant and scholarship commitments 415,433 2,875,372 Consulting expenses 159,106 96,803 Net cash used in operating activities (12,637,831) (9,808,233) Investment management fees 1,653,306 1,797,048 Federal excise tax (101,321) 61,062 Investing Activities Other expenses 561,732 454,574 Purchase of equipment (326,550) (175,409) Purchase of investments (792,049,439) (1,000,753,229) Total expenses 4,582,384 4,426,596 Proceeds from sale and maturities of investments 807,103,629 991,784,794 Excess of Revenues Over Expenses (12,968,657) 3,933,383 (Expenses Over Revenues) Proceeds from sale of Before Grants Central Newspapers, Inc. stock 14,080,064 Net cash provided by investing activities 14,727,640 4,936,220 Grants and Scholarships Approved 17,787,436 19,606,304

Change in Net Assets (30,756,093) (15,672,921) Net Increase (Decrease) in Cash and Cash Equivalents 2,089,809 (4,872,013) Net assets, Beginning of Year 392,977,012 408,649,933 Cash and Cash Equivalents, Beginning of Year 4,893,206 9,765,219 $362,220,919 $392,977,012 Net assets, End of Year Cash and Cash Equivalents, End of Year $ 6,983,015 $ 4,893,206 Supplemental Cash Flow Information Excise tax paid $ 40,000 $ 395,000

See notes to financial statements. See notes to financial statements.

24 NOTES TO FINANCIAL STATEMENTS NOTES TO FINANCIAL STATEMENTS

NOTE 1 — Organization Revenue and Expense Recognition The Nina Mason Pulliam Charitable Trust (Trust) is a continuing trust established Revenues and expenses are reported on the accrual method. under the provisions of Article 5 of the Nina Mason Pulliam Revocable Trust Federal Excise Tax Agreement. The term of the Trust shall be for 50 years after the date of death The Trust is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue of Nina Mason Pulliam, which was March 26, 1997. During the Trust’s term, the Code (Code) and a private foundation under Section 509 of the Code. As a result, the Trustees are directed to distribute annually the higher of all of the Trust’s net Trust has not provided for state or federal income taxes. The Trust is subject to a federal income or the distributable amount necessary to comply with federal tax excise tax of 1% or 2% on net investment income, as defined by the Code, and has laws from the Trust property to qualified organizations. Upon the expiration recorded excise tax liabilities in the financial statements. Deferred federal excise taxes of the Trust term, the principal and remaining income shall be distributed to (benefits) result from the tax effects associated with unrealized appreciation qualified organizations. (depreciation) on the Trust’s investments. The Trust seeks to help people in need, especially women, children and families; to protect animals and nature; and to enrich community life through Equipment and Leasehold Improvements grantmaking in the metropolitan areas of Indianapolis, Indiana, and Phoenix, Equipment, leasehold improvements and automobiles are carried at cost. Arizona. In 2001 the Trust implemented the Nina Mason Pulliam Legacy Depreciation is computed using the straight-line method based upon the estimated Scholars program, which seeks individuals 25 years and older who have useful lives that range from three to ten years. dependents and share the goal of acquiring a college degree to enhance Net Asset Classifications future opportunities for their families. Others assisted through this program The financial statements have been prepared in accordance with Statement of include financially independent young adults seeking to enter college for the Financial Accounting Standards (SFAS) No. 117, Financial Statements of Not-for-Profit first time who have grown up in the child welfare system and college-age Organizations. SFAS No. 117 requires, among other things, that the financial statements youth and adults with physical disabilities. report the changes in and total of each of the net asset classes, based upon donor restrictions, as applicable. Net assets are to be classified as unrestricted, temporarily NOTE 2 — Summary of Significant Accounting Policies restricted and permanently restricted. The Trust maintains its records on the accrual basis of accounting. Some of All net assets of the Trust are unrestricted and may be used at the discretion of the the more significant accounting policies used by the Trust are as follows: Trustees to support the Trust’s purposes and operations. Use of Estimates The preparation of financial statements in conformity with accounting NOTE 3 — Federal Excise Taxes principles generally accepted in the United States of America requires management to make estimates and assumptions that affect the reported Federal excise taxes are provided at 1% in the statement of activities for the periods amounts of assets and liabilities and disclosure of contingent assets and ended December 31, 2001 and 2000, included the following components: liabilities at the date of the financial statements and the reported amounts of revenues, expenses and other changes in net assets during the reporting Year Ending December 31 2001 2000 period. Actual results could differ from those estimates. Current expense $ 59,005 $ 388,289 Cash and Cash Equivalents Deferred expense (benefit) (160,326) (327,227) Cash and cash equivalents consist of bank deposits in federally insured accounts and money market funds. At December 31, 2001, the Trust’s cash Federal excise tax expense (benefit) $ (101,321) $ 61,062 accounts exceeded federally insured limits by approximately $7,004,000. For purposes of the statement of cash flows, the Trust considers highly liquid investments with an original maturity of three months or less when purchased Refundable and deferred excise tax benefits at December 31, 2001 and 2000, of to be cash equivalents. $160,997 and $38,766, respectively, are included in other assets.

Investments Investments are carried at fair value. Realized and unrealized gains and losses are reflected in the statement of activities.

25 NOTES TO FINANCIAL STATEMENTS NOTES TO FINANCIAL STATEMENTS

NOTE 4 — Investments Future minimum rents to be paid under these leases, excluding future escalation for rents, realizable taxes and building operating expenses, are: As of December 31, 2001 and 2000, the investments of the Trust included: 2002 $ 293,364 2001 2000 2003 297,970 Market Amortized Market Amortized 2004 311,107 Value Cost Value Cost 2005 312,949 2006 318,476 U. S. Government Thereafter 1,039,613 Treasury securities $ 65,295,080 $ 65,247,238 $ 36,416,783 $ 36,000,129 Corporate bonds 43,121,900 43,019,545 60,616,170 60,806,878 Total $ 2,573,479 Equity securities 135,215,974 132,554,246 149,448,742 146,364,050 Mutual funds 106,569,161 123,311,791 138,522,660 139,969,629 NOTE 7 — Employee Benefit Plans Other 6,055,150 6,009,896 7,759,035 7,952,038 The Trust maintains a wage deferral plan qualified under Section 401(k) of the Internal $357,961,150 $372,084,858 $391,059,505 $389,150,582 Revenue Code that covers all participating employees. The Trust contributes matching funds on a dollar-for-dollar basis up to the first 4% of the employee’s discretionary NOTE 5 — Derivative Financial Instruments contribution. Trust contributions made to the plan were $57,021 in 2001 and $45,635 in 2000. The Trust employs five investment managers to manage its portfolio. These managers are required to follow the Trust’s investment policy with regards to investment risk The Trust also has a money purchase defined-contribution plan, which is available to and yield. In connection with manager contracts, the Trust can invest in U.S. Treasury all employees. Contributions are made to the plan based upon 7% of the employees’ wages. Trust contributions made to the plan were $92,392 in 2001 and $85,330 in 2000. futures contracts, fixed income options and money market futures primarily to enhance the overall yield of investments and to place its investment portfolio at In December 2001, the money purchase plan was amended to eliminate employer a certain position on the yield curve. Credit loss exposure exists in the event of contributions effective January 1, 2002. All employee money purchase plan assets nonperformance by the other parties, principally large brokerage firms, to will then be transferred to the 401(k) plan in February 2002 and the money purchase such instruments. plan will be terminated. The Trust plans to continue making discretionary, non- contributory contributions to each employee’s 401(k) plan account based upon For derivative instruments, net realized gains of $1,485,361 for 2001 are included in 7% of that employee’s wages. investment income, of which a gain of $209,653 related to U.S. Treasury futures, a gain of $626,117 related to fixed income options, and a gain of $649,591 related NOTE 8 — Program Expenses to money market futures. Total expenses for the years ending December 31, 2001 and 2000, were $22,369,820 and $24,032,900. Expenses related to the Trust’s philanthropy program for the years NOTE 6 — Operating Leases ending December 31, 2001 and 2000, were $18,841,234 and $20,467,921, and expenses for management and general and investment expenses were $3,528,586 The Trust has entered into noncancelable 10-year office space leases in Indianapolis, and $3,564,979. Indiana, and Phoenix, Arizona. Both leases include provisions for inflationary rent increases and require the Trust to pay for its share of building operating costs above the base year amount. The Trust has the option to extend each lease for NOTE 9 — Grant and Scholarship Commitments At December 31, 2001, grant and scholarship commitments are expected to be an additional five years beyond the expiration of the initial term. Rent expense paid to qualifying organizations as follows: for space in Indianapolis and Phoenix totaled $271,451 and $208,000 for the years ended December 31, 2001 and 2000. 2002 $ 3,025,563 2003 1,179,807 2004 431,838 2005 143,500 2006 132,264 Total $ 4,912,972

For the year ended December 31, 2001, the total amount of grant commitments for the current and future years was $18,077,949. The discounted value of these grants at 8.5% was $17,787,436.

26 GRANT APPLICATION INFORMATION

MISSION The Nina Mason Pulliam Charitable Trust seeks to help people in need, The Trust will not accept unsolicited proposals from colleges and universities for especially women, children and families; to protect animals and nature; operating or capital requests. (The latter includes endowments for professorial and to enrich community life in the metropolitan areas of Indianapolis chairs, faculty training and research, scholarships, and building campaigns.) The and Phoenix. Trust will continue, however, to accept proposals through its regular grant cycles for support of projects that link higher education institutions to their communities. GEOGRAPHIC PRIORITIES From time to time the Trust may consider circulating requests for proposals on a case-by-case basis. In keeping with the wishes of Mrs. Pulliam, the Trust gives priority to charitable organizations that serve the communities of Indianapolis and Phoenix; SCHEDULE AND SCOPE OF FUNDING secondary consideration is given to the states of Indiana and Arizona. The Trust may consider grant proposals on an occasional basis from national The Trust accepts proposals three times a year. Generally, the Nina Mason Pulliam organizations whose programs benefit Indianapolis and Phoenix and/or Charitable Trust will disburse funds as a one-year grant or over a period no longer benefit society as a whole. than three years.

WHAT THE TRUST WILL AND WILL NOT CONSIDER FUNDING TYPE OF SUPPORT The Trust makes grants only to tax-exempt organizations whose purposes are The Trust makes grants for program projects and capital needs. The latter includes described in Section 501(c)(3) of the Internal Revenue Code that are either equipment, buildings and endowment. The Trust also will consider grants for (1) public charities described in Sections 509(a) or (2) private operating overall operating support to stabilize management and finances of organizations foundations described in Section 4942(j)(3). that have been in existence for three years or less or for established organizations that can document major changes in income generation that threaten their Requests for funding are limited to one request per organization per calendar future existence. year. This includes the Summer Youth Program Fund. For these purposes, an "organization" generally refers to that entity to which the IRS has issued a Section 501(c)(3) determination letter. For more detailed information and VISIT OUR WEB SITE AT WWW.NINAPULLIAMTRUST.ORG FOR ADDITIONAL examples, please refer to the Question and Answer section posted on our INFORMATION AND THE SCHEDULE FOR SUBMITTING APPLICATIONS. web site at www.ninapulliamtrust.org.

The Trust will not consider grants for international activities, academic research, sectarian purposes, programs that promote religious doctrine or political campaigns. Also, the Trust does not make grants to individuals.

27 Nina Mason Pulliam (1906-1997) was a journalist, a business leader, a humanitarian and a lover of all creatures.

Nina Mason Pulliam was born in 1906 in rural Martinsville, Indiana, one of seven children. As a high school sophomore, she received her first compensation for a literary essay. She went on to study journalism at Franklin College in Franklin, Indiana, and later attended Indiana University and the University of New Mexico. After college, she took a full-time job at Farm Life, a national magazine published in Spencer, Indiana. When the magazine folded during the Depression, she went to work in Lebanon, Indiana, for an ambitious newspaper publisher named Eugene C. Pulliam. They were married in 1941.

During their marriage, the Pulliams traveled abroad extensively as a husband and wife writing team. They were among the first Americans to visit and write about post-World War II conditions in Europe. Over 11 years, Nina Pulliam was published in newspapers throughout and her articles were compiled into seven books.

Nina Pulliam was the founding secretary-treasurer and a director of Central Newspapers, Inc. which Mr. Pulliam had established in 1934. Upon his death in 1975, she served as president of CNI until 1979 and was publisher of The Arizona Republic and The Phoenix Gazette until 1978.

She was the first woman admitted to Sigma Delta Chi, now the Society of Professional Journalists. Mrs. Pulliam also loved flying and was the first woman to earn a private pilot's license in Indiana. She was known for her lifelong love of animals and for her nature conservancy efforts.

Nina Pulliam was a compassionate business and civic leader, devoting many hours to civic, charitable and community work. During her career she shared her financial success and business leadership skills with many charities in Indianapolis and Phoenix.

28 STAFF LISTING

Executive Office Grants Programs

Harriet M. Ivey – President and Chief Executive Officer Michael R. Twyman – Director of Grants Programs – Indiana Indianapolis and Phoenix Indianapolis Rosanne L. Bradley – Executive Administrative Assistant David A. Hillman – Grants Program Manager Indianapolis Indianapolis Lee Ann Hoy – Grants Program Manager Indianapolis Finance and Operations Juli McDermott-Swanson – Grants Programs Associate Indianapolis Robert L. Lowry – Chief Financial and Operating Officer Indianapolis Edmund H. Portnoy, Ph.D. – Director of Grants Programs – Arizona Phoenix Debbie L. Cramer – Accounting and Administration Manager Robert C. Berger – Grants Program Manager and Web Site Administrator Indianapolis Phoenix Molley B. Miller – Executive Administrative Assistant Belen K. Martinez – Grants Program Manager Indianapolis Phoenix Christine M. Bell – Executive Assistant/Office Coordinator Phoenix Grants Administration

Mary K. Price – Director of Grants Administration Indianapolis and Secretary to the Board of Trustees Dayna D. Brady – Executive Administrative Assistant Indianapolis Gala R. Dynes – Grants Administration Associate Indianapolis Bensu Kollath – Receptionist/Grants Administration Assistant Indianapolis Loraine B. Gilbreath – Grants Administration Associate Phoenix

29 I learned this, at least by my experiment; That if one advances confidently in the direction of his dreams, And endeavors to live the life which he has imagined, He will meet with a success unexpected in common hours...

In proportion as he simplifies his life, The laws of the universe will appear less complex, And solitude will not be solitude, Nor poverty, poverty Nor weakness, weakness.

If you have built castles in the air, your work need not be lost; That is where they should be. Now put foundations under them.

From Walden Pond Thoreau 1828-1862

A favorite writing of Nina Mason Pulliam

30 CHARITABLE TRUST

HELPING PEOPLE IN NEED PROTECTING ANIMALS AND NATURE ENRICHING COMMUNITY LIFE IN ARIZONA AND INDIANA

135 N. Pennsylvania St., Suite 1200, Indianapolis, Indiana 46204 317.231.6075 Fax 317.231.9208

2201 E. Camelback Rd., Suite 600B, Phoenix, Arizona 85016 602.955.3000 Fax 602.955.8029

www.ninapulliamtrust.org