Dear Friends,
In my years with the Mathile Family Foundation, I have been both humbled and inspired to work with so many exceptional people and organizations striving to make a difference in our community. As we continue to impact children and families in need, I strongly believe that we must acknowledge Table of Contents two essential truths: 2... Scholarships • Addressing the needs in our community requires a tremendous variety of resources, strategies, and programs. 4... Q1 2007 Grants • The effort of every individual truly matters. 6... Q2 2007 Grants One of Mary Mathile’s favorite quotes by Mother Teresa conveys this idea beautifully: “Good works are links that form a chain of love.” One person, 8... Q3 2007 Grants one action, or one moment may not seem to accomplish much in isolation, but every link is essential to keep the chain intact. 10... Q4 2007 Grants The theme of this year’s annual report, Links to Learning, embraces this concept. Each organization that received a grant in 2007 contributed a vital 12... Grant Application Guidelines link to the chain that binds us all. “Links” can also refer to the important role technology plays in education today. By providing unprecedented 14... Mathile Community Awards access to people, information, and resources, technology can help children to learn and connect in new and remarkable ways. The booklet accompanying 16... The Salvation Army of Greater Dayton this folder is modeled on a popular high-tech device and includes links to useful Web sites. 18... PACE
Looking ahead, I can’t predict how technology may transform the way 20... Mathile Community Awards Guidelines we live, learn, and connect. Come what may, though, we will continue to support organizations that link vital resources to children and families 21... Trustees and Staff in need.
Sincerely, 22... Financial Statement
24... Final Thoughts
25... Links to Learning Gregory S. Edwards Executive Director
4 2007 Scholarships – $311,956
Anderson University
Bowling Green State University
Carroll High School
Cedarville University
Chaminade-Julienne Catholic High School
Cleveland State University
Miami University
North Central University
Ohio Northern University
Ohio State University
Ohio University
Sinclair Community College
University of Cincinnati
University of Dayton
University of Montana
Valparaiso University
Wittenberg University
Wright State University
Xavier University
“The best way to find yourself is to lose yourself in the service of others.” – Mohandas Gandhi
2 Q1 2007 Grants – $5,396,598
A Special Wish Foundation Dayton Contemporary Dance The Jeremiah Program St. Rita School for the Deaf Company Alzheimer’s Disease and Related Kids Voting USA Sinclair Community College Disorders Association, Inc. The Dayton Foundation Foundation The Learning Tree Farm, Inc. American Cancer Society Dayton Fund for Home Sisters of the Precious Blood Rehabilitation Life Essentials American Diabetes Association Son Reign Ministries Dayton Public Schools March of Dimes American Heart Association Southern Illinois University Dayton Sickle Cell Affected Families Mary Queen of Peace School American Lung Association Special Olympics of Greater Dayton Association, Inc. The Muse Machine Archdiocese of Cincinnati Suicide Prevention Center, Inc. The Dayton Urban League National Multiple Sclerosis Society Artemis Center Tri-County Women’s Network Epilepsy Association of Ohio Business Week Foundation Western Ohio Big Brothers Big Sisters of the Victoria Theatre Association Ohio FFA Foundation, Inc. Greater Miami Valley, Inc. The Foodbank, Inc. We Care Arts The Ohio Foundation of Black Brothers/Black Sisters Girl Scouts of Buckeye Trails Independent Colleges Wilson Commencement Park Involvement Council Ohio State University Womanline of Dayton, Inc. Boys Hope Girls Hope The Glen at St. Joseph Building Bridges Omega Community Development Wright State University Golden Acres Migrant Ministrant Corporation Catholic Schools Office Center YWCA of Dayton The Omega School of Excellence Catholic Social Services Goodwill/Easter Seals of the of the Miami Valley Miami Valley Parents Advancing Choice in Education
The Center for Education Reform The Grandview Foundation Pathway Family Center
Chaminade-Julienne Catholic Greater Dayton Area Health Rehabilitation Center for Neurological High School Information Network Development
Christ Child Society of Dayton Greater Dayton Pro-Life Education Ronald McDonald House Charities Foundation of the Miami Valley Region Cystic Fibrosis Foundation – Dayton Chapter Huesman Heart Foundation, Inc. St. Anthony Catholic Church
The Dayton Art Institute Humane Society of Greater Dayton Saint Mary’s College
4 Q2 2007 Grants – $5,004,902
Congregation of Divine Providence New City School
The Dayton Foundation Northmont City School District
Dayton Metro Library Our Lady of the Rosary
Founders Family Center Parents Advancing Choice in Education The Glen at St. Joseph Rebuilding Together Dayton, Inc. Holy Angels School St. Christopher Church Hospice of Dayton, Inc. St. Jude Children’s Research Kettering Medical Center Hospital Foundation Saint Mary’s College The Maria Joseph Living Care Center The Salvation Army
Marianist Province of the U.S. Samaritan Outreach
Mary Queen of Peace School Senior Resource Connection
Memorial United Church of Christ South Community, Inc.
Miami Valley Career Technology Unified Health Solutions, Inc. Center University of Dayton Miami Valley Young Marines
The National Conference for Community and Justice of Greater Dayton
“May we all be instruments of peace, of love, and of compassion.” – Mother Teresa
6 Q3 2007 Grants – $4,712,380
A Special Wish Foundation K12 Gallery for Young People
Boys Hope Girls Hope The Learning Tree Farm, Inc.
Camp Fire USA Greater Dayton The Maria-Joseph Living Area Council Care Center
Carroll High School Mary Queen of Peace School
Catholic Campaign Office The National Conference for Community and Justice Catholic Inner-City Schools of Greater Dayton Education Fund Our Lady of the Immaculate Catholic Schools Office Conception Church
Catholic Social Services Parents Advancing Choice of the Miami Valley in Education
Central American Ministries Partnerships 4 Success
Cincinnati Works Reach Out of Montgomery County
Cox Arboretum & Gardens St. Christopher Church
The Dayton Foundation Saint Mary’s College
Dunbar House Samaritan Health Foundation
Eastway Corporation Southern Illinois University
Girl Scouts of Buckeye Trails University of Dayton Council University of Iowa The Glen at St. Joseph Wright Dunbar, Inc. The Grandview Foundation
Greater Dayton Area Health Information Network
8 Q4 2007 Grants – $5,194,239
Adventures for Wish Kids, Inc. Dayton Public Schools Ronald McDonald House Charities Cincinnati Chapter of Greater Cincinnati East End Community Service Adventures for Wish Kids, Inc. Corporation St. Anthony Catholic Church Dayton Chapter Eastway Corporation St. Anthony School Artemis Center Elizabeth’s New Life Center St. Christopher Church Boston College Family Service Association St. John’s Jesuit High School Catholic Schools Office Family Violence Prevention Center Saint Mary’s College Central American Ministries of Greene County St. Peter School Chaminade-Julienne Catholic The Glen at St. Joseph High School St. Vincent DePaul Society Golden Acres Migrant Child Care Choices Ministrant Center South Community, Inc.
The Children’s Medical Center Greater Dayton Area Health Southern Christian Leadership of Dayton Information Network Conference
Cincinnati Art Museum Holy Trinity Catholic Church The Summit Country Day School
Cincinnati Children’s Hospital Junior Achievement OKI United Way of the Greater Dayton Area Medical Center Partners, Inc. University of Dayton The Cincinnati Zoo and Mary Queen of Peace School Victoria Theatre Association Botanical Garden Memorial United Church of Christ Cooperative for Education Mercy Manor
Crayons to Computers Ohio Association of Nonprofit Culture Works Organizations
Dakota Center Ohio Grantmakers Forum
Daybreak Parents Advancing Choice in Education The Dayton Foundation Parents Television Council Dayton Philharmonic Orchestra
10 Mathile Family Foundation Quarterly Grants Application Guidelines
Submission Methods also considers funding requests for scholarships, • Description of the project for which 4. Please include with your proposal one copy of The Mathile Family Foundation capital, and operating expenses. Scholarship funding is requested the following supporting documentation: encourages grantseekers to submit applicants are required to complete a separate • Profile of the population served and how • One-page cover letter, signed by the chief funding proposals online via our Web site at application form that may be acquired by they will benefit executive officer, that summarizes the project www.mathilefamilyfoundation.org/giving/grants.asp. contacting the Foundation. • Description of project goals or objectives and states the requested amount We will continue to accept hard-copy proposals • Timeline for implementation and duration • Board of Trustees list Grant Limitations but prefer that applications be submitted online. of project • Copy of IRS determination letter verifying tax- The Mathile Family Foundation will not consider • Total dollar amount requested, along with exempt status Mission funding requests for the following: a line-item project budget • List of major financial contributors To create opportunities for children in need by • Endowment funds • List of collaborating partners in the project • Most recent audited financial statements focusing support to children and their families • Mass funding appeals and their roles • Organizational budget for current year who have already exhibited the motivation • Sponsorships, except for special circumstances • List of amounts pending and committed • Organizational budget vs. actual for to succeed. • Tickets or advertising for fundraising events by other funders to the project preceding year • Grants or loans to individuals Focus Areas • Explanation of how the project will be • Current financial statements, including balance • Political campaigns or activities • Education sustained beyond the period for which sheet and income statement • Health Grant Proposal Format funding is requested • Most recent annual report Organizations eligible to apply for grant awards • Strategic plan Geographic Priority III. Project Evaluation should comply with the proposal format outlined The Mathile Family Foundation gives highest The Foundation will place greater priority Proposal Deadlines below when preparing their funding request. priority to eligible organizations located in the on projects that present clear and measurable The Mathile Family Foundation notifies Greater Dayton area. Organizations that fall 1. Only ONE copy of the proposal is needed; outcomes. prospective grantees of the funding decision outside this geographic scope are considered only please do not provide a plastic-bound or • List specific outcomes of this project and the within 70 days of the proposal deadline. under special circumstances. expensively produced copy. timeframe within which they will occur. The deadlines for submitting a request are: • Specify for each outcome the measurable • February 1 Grant Awards 2. Proposals should be a maximum of four pages. results you intend to achieve, along with • May 1 The Foundation considers proposals for grant 3. Proposal content should include: quantitative and/or qualitative benchmarks • August 1 amounts of $1,000 and higher. Multi-year (i.e., $, #, %, dates). • November 1 funding requests may be considered for up to I. Organizational Information, including • Describe how you plan to measure the three years. As a general guideline, the size of • Vision and mission statements Contact Information outcomes; your plan should specify any the request should be approximately 10 percent • Organizational history and purpose Mathile Family Foundation tools and/or methods used for measuring of the project’s budget. • Brief description of services provided and P.O. Box 13615 progress and success. service area Dayton, OH 45413-0615 Eligibility • Explain how the results of your project Phone: (937) 264-4607 Organizations requesting funds must be tax- II. Project Description, including evaluation will be used. Fax: (937) 264-4805 exempt under the Internal Revenue Code Section Statement of why the project is needed and the 501(c)(3). The Foundation supports projects specific problems it will help to address in the that best align with its mission and focus areas. community; please provide relevant statistical In addition to project support, the Foundation data, preferably local, that supports your needs statement.
12 Mathile Community Awards
For nearly a decade, the Mathile Family Foundation has awarded $5 million annually for large-scale projects consistent with the Foundation’s mission: “To create opportunities for children in need by focusing support to children and their families who have already exhibited the motivation to succeed.”
These special grants, known as the Mathile Community Awards, provide $500,000 to $5 million to fund ambitious and innovative projects that improve the lives of children and families in need.
2007 Mathile Community Award Recipients
The Salvation Army of Greater Dayton Awarded: $3 million The Ray and Joan Kroc Corps Community Center
Parents Advancing Choice in Education (PACE) Awarded: $2 million K-12 Scholarship Program
“Hold fast to dreams, for if dreams die, life is a broken winged bird that cannot fly.” – Langston Hughes
14 The Salvation Army of Greater Dayton Awarded: $3 million The Ray and Joan Kroc Corps Community Center
For more than 115 years, the Salvation Army of Greater Dayton has worked to transform people’s lives in the Miami Valley. Inspired by the gospel of Christ and motivated by the love of God, Salvation Army staff and volunteers provide basic necessities such as food and shelter. But that’s not The new facility all. The organization also provides education, counseling, social services, will include: and a variety of character-building programs. • Early childhood education In 2006, the Dayton Salvation Army was awarded a $69 million grant • Youth education from the estate of philanthropist Joan Kroc. Kroc’s deceased husband, Ray, • Family literacy founded the McDonald’s restaurant chain. The grant • Family-friendly computer cafe was designated for the construction and operation of • Transitional housing a new community center on a • Social service and 17.5-acre campus at the corner counseling offices of Webster and Keowee Streets • Recreation areas in the McCook Field/Old • Community North Dayton neighborhood. meeting rooms The community center will • Movie theater allow the Salvation Army to expand its services in order to reach more and lecture hall individuals and families in need. It will also help to revitalize a historic • Dance studio neighborhood with extreme levels of poverty (47% of households), single parents (80% of households), and young people (35% under age 17). • Piano lab
• Worship center The project will include both renovation of the historic Katherine Kennedy Brown home and construction of an additional 107,000-square-foot facility. When the center opens in 2009, it is expected to serve 2,000 area families immediately and to impact 4,000 or more families within three years.
A 2007 Mathile Community Award supplemented the Kroc grant with vital funding to support the creation of the new community center.
www.daytonsalvationarmy.org
16 Parents Advancing Choice in Education Awarded: $2 million K-12 Scholarship Program
PACE strives to empower parents to give their children the best possible education, even in the case of severe financial difficulty. Each year, the “God has most organization distributes hundreds of scholarships that enable children from certainly blessed kindergarten through high school to enroll in private or religious schools. this organization Through its Parents Network, PACE also helps to connect families, of all and its staff… backgrounds, to play an active role in their children’s education. May God continue to bless you as you In 2007, the Foundation deepened its longstanding support of PACE continue to bless by providing a Community Award to greatly extend the organization’s our community.” scholarship program. Each year, thousands of families have been placed on a Grandparents waiting list for a limited number of scholarships. To address this significant of PACE student need, PACE decided to launch a dedicated, long-term effort to include more families and ultimately eliminate the waiting list.
In addition to assisting more low-income families and adding some funding for students who are entering college, PACE is launching a new three-year endeavor to assist low-income urban families who want to provide a quality Catholic education for their children. The Mary Queen of Peace Scholarship Program not only brings an excellent religious education within reach of many families in need, but it also serves to strengthen and sustain urban Catholic education as a vital, longstanding presence in our community.
As PACE prepares to celebrate its tenth anniversary in 2008, the organization is proud to be serving more children and families than ever before – even while striving to extend its services still further.
www.pacedayton.org
“Education is the most powerful weapon which you can use to change the world.” – Nelson Mandela
18 Mathile Community Awards Trustees and Staff Guidelines
Mission Proposal Guidelines Board of Trustees Executive and Administrative Staff To support large-scale projects that 1. Unsolicited proposals are MaryAnn Mathile Gregory S. Edwards enhance the mission of the Mathile not accepted. Chair, Chief Executive Officer, Executive Director Family Foundation. 2. The Foundation extends invitations and Treasurer (937) 264-4632 for proposals annually, based Grantmaking Process on citizen feedback surveys Clayton L. Mathile Donna Beeson The Mathile Family Foundation and input from individual President Assistant to the Chair and CEO interviews advisors from a cross-section community advisors. (937) 264-4610 of community leaders to draw up a Richard J. Chernesky prioritized list of programs, projects, Proposals must include the following: Secretary Brenda Carnal and initiatives for funding. Requests • Show 50% support for the program Assistant to the Executive Director for proposals are extended based on in signed pledges or written Catherine Mathile Laden (937) 264-4606 the priority list and interests of the commitments Foundation. The Mathile Community • Business plan Timothy Mathile Program Staff Awards grant review committee • Budget and cash flow projections determines grant recipients Bonnie Baker for the project Michelle Mathile and amounts. Director of Community Relations • Eligible organizations must be (937) 264-4806 tax-exempt and maintain valid Patrick Prikkel Community Awards status under Internal Revenue Code • Geographic priority: Nina DiGuardi Vasiliu Section 501(c)(3). Tina Mathile Kroovand Montgomery County, Ohio Program Officer • Duration of grants: One year (937) 264-4801 Not accepted are: Francis J. Butler • Grant request amount: • Multi-year pledges $500,000 minimum Angela Hayes • Endowment requests Anne Remmer Cole • Grant announcements: Annually Grant Associate • Mass mailings • Total amount distributed each year: (937) 264-4607 Mary E. Walsh $5 million Questions? Brooke L. Katinsky Contact: Bonnie Baker, Program Officer Director of Community Relations (937) 264-4807
Kippy Ungerleider King Program Director (937) 264-4609
Mary Lynn Naughton Program Director (937) 264-4802
20 Mathile Family Foundation Financial Statement (Excluding The Glen at St. Joseph)
Special-Purpose Statements of Financial Position as of November 30, 2007 and 2006 Special-Purpose Statements of Cash Flows for the Years Ended November 30, 2007 and 2006 Assets 2007 2006 Operating Activities 2007 2006 Cash $ 1,082,896 $ 2,451,767 Change in net assets $ 27,322,476 $ 20,406,386 Investments, at fair market value 353,294,679 319,394,315 Adjustments to reconcile change in net assets Excise tax credit 66,897 0 to net cash provided by operating activities: Other assets 0 94,819 Unrealized gains on investments, net (20,096,097) (18,130,636) Total assets $ 354,444,472 $ 321,940,901 Excise tax credit (66,897) 0 Liabilities and Net Assets Other assets 94,819 68,140 Accrued expenses $ 288,020 $ 0.00 Accrued liabilities 288,020 0.00 Accrued liabilities to related party 6,499,572 3,170,685 Accrued liabilities due to related party 3,328,887 3,170,685 Deferred tax liability 1,564,188 0 Deferred tax liability 1,564,188 0 Total liabilities 8,351,780 3,170,685 Net cash provided by operating activities 12,435,396 5,514,575 Unrestricted net assets 346,092,692 318,770,216 Investing Activities Total liabilities and unrestricted net assets $ 354,444,472 $ 321,940,901 Purchases of investments, net (13,804,267) (4,505,447) Net cash (used in) investing activities (13,804,267) (4,505,447) Special-Purpose Statements of Activities and Changes in Net Assets for the Years Ended November 30, 2007 and 2006 Increase (decrease) in cash and cash equivalents (1,368,871) 1,009,128 Contributions and Investment Income 2007 2006 Cash and cash equivalents at beginning of year 2,451,767 1,442,639 Contributions $ 3,545,089 $ 48,686 Cash and cash equivalents at end of year $ 1,082,896 $ 2,451,767 Investment income 52,287,012 43,943,922 Supplemental disclosures of cash flow information Total contributions and investment income 55,832,101 43,992,608 Cash paid for excise taxes $ 950,000 $ 535,000 Expenses Grants (Exhibit I) 20,620,075 17,459,799 Investment and advisory fees 3,329,959 3,453,733 Operating expenses 2,105,485 2,069,550 Excise taxes 2,454,106 603,140 Total expenses 28,509,625 23,586,222 Change in net assets 27,322,476 20,406,386 Net assets, beginning of year 318,770,216 298,363,830 Net assets, end of year $ 346,092,692 $ 318,770,216
22 Final Thoughts
For sure. The work they Dude! As long as Most of the organizations mentioned in this report have Web do strengthens us in there are children sites with information about their goals, activities, and impact, school and helps us as in need, and people as well as ways you can get involved to support their efforts. A simple Web search for an organization’s name should lead you In 2007 a lot of we grow. Their concern dedicated to making to the right address, or you can add terms like “Dayton” or organizations added for us improves our a difference in their “Ohio” for a more specific search. For your convenience, we’ve links to the “caring chances at a better life. lives, the chain will listed a number of Web sites below to help you get started. chain” that connects us keep growing. all. That’s a sweet deal The Mathile Family Foundation for us kids! www.mathilefamilyfoundation.org Building links is how we roll! Sinclair Community College www.sinclair.edu
Our Lady of the Rosary www.olr.cnd.pvt.k12.oh.us
The Glen at St. Joseph www.glenatstjoseph.org
Chaminade-Julienne Catholic High School www.cjeagles.org
Catholic Education Collaborative www.cecdayton.org
Parents Advancing Choice in Education www.pacedayton.org
The Salvation Army of Dayton, Ohio www.daytonsalvationarmy.org
“Let’s all work together to create new links to learning!” For more links to learning go to: www.brainyquote.com
24 P.O. Box 13615 Dayton, Ohio 45413-0615 Phone: 937-264-4600 Fax: 937-264-4805 26