Children - Boys Funding Source Report 1 TABLE OF CONTENTS

Barr Foundation...... 1 Ben & Jerry’s Foundation, inc ...... 4 Bill and Melinda Gates Foundation ...... 7 Conrad N. Hilton Foundation...... 12 CVS Health Foundation...... 15 DJ & T Foundation...... 17 Doris Duke Charitable Foundation...... 19 Ewing Marion Kauffman Foundation...... 23 Gladys and Roland Harriman Foundation ...... 26 Kalliopeia Foundation ...... 28 Lilly Endowment Inc...... 30 Lumina Foundation...... 34 MetLife Foundation...... 36 Michael & Susan Dell Foundation...... 39 New England Foundation...... 43 Oberkotter Foundation...... 46 Raskob Foundation for Catholic Activities...... 48 Robertson Foundation...... 50 Stephen and Mary Birch Foundation...... 52 Target Foundation...... 54 The Andy Warhol Foundation...... 56 The Atlantic Philanthropies...... 58 The Duffield Family Foundation...... 62 The Francis Family Foundation...... 64 The Hearst Foundation, iNc...... 66 The Jacob and Hilda Blastein Foundation...... 68 The Max and Victoria Dreyfus Foundation ...... 71 The Wallace Foundation...... 73 William Randolph Hearst Foundation ...... 76 William T. Grant Foundation ...... 78

2 Children - Boys Funding Source Report Barr Foundation

Boston, MA, United States | www.barrfoundation.org | (617) 854-3500 | [email protected]

Funding Interests SUBJECT S Arts and culture, Arts services, Climate change, Community and economic development, Community improvement, Economic development, Education, Education services, Educational management, Elementary and secondary education, Environment, Foundations, Higher education, Land resources, Museums, Natural resources, Nonprofits, Out-of-school learning, Performing arts, Philanthropy

GEOGRAPHIC FOCUS National, Vermont, New Hampshire, Connecticut, Rhode Island, Massachusetts, Maine, Haiti, Uganda, India, Kenya, Ethiopia, Canada

POPULATION Academics, Adolescents, Children, Children and youth, Economically disadvantaged people, Ethnic and racial groups, Low- GROUPS income people, Students, Young adults SUPPORT Annual campaigns, Building and renovations, Capital campaigns, Convening, Emergency funds, Endowments, Fellowships, STRATEGIES General support, Land acquisitions, Leadership and professional development, Program evaluations, Program support, Research, System and operational improvements, Technical assistance

TRANSACTION TYPES Cash grants, Matching grants

ORGANIZAT ION Family foundation TYPES

About Purpose and Activities The Barr Foundation’s mission is to invest in human, natural, and creative potential, serving as thoughtful stewards and catalysts. Based in Boston, Barr focuses regionally, and selectively engages nationally, working in partnership with nonprofits, foundations, the public sector, and civic and business leaders to elevate the arts and creative expression, to advance solutions for climate change, and to connect all students to success in high school and beyond. Founded in 1997, Barr now has assets of $1.7 billion, and has contributed more than $838 million to charitable causes since being founded.

Backg round Established in 1987 in MA - Founded by Amos B. Hostetter, Jr., a cable television pioneer and the founder of Continental Cablevision, which was acquired by MediaOne and is now a subsidiary of Comcast. He is currently the chairman of Pilot House Associates, LLC, a family investment office.

Prog ram Areas (6) Arts and Creativity Elevating the arts and enabling creative expression to engage and inspire a dynamic, thriving Massachusetts. Great art transforms the way we engage with the world. It brings beauty into our lives. Through creativity we can transcend conventions and generate new ideas, alternatives, and possibilities. Arts and creativity have the power to connect us with each other, to help us understand our dynamic environment, and to imagine new, better, different futures. Against a backdrop of rapidly changing demographics, technological advancements, and evolving art forms, Barr’s Arts & Creativity program seeks to invest in bold ideas and leaders. Our overarching goal is to elevate the arts and enable creative expression to engage and inspire a dynamic, thriving Massachusetts. We will pursue this goal through three strategies: advancing the field’s capacity to adapt, take risks, and engage changing audiences in new ways; fostering opportunities to connect the arts to other disciplines and sectors; and activating public support for the arts.

Climate Climate change is real. It is happening. It is accelerating. All over the world, people are experiencing its effects. And these are becoming more devastating every year—a trend that can be checked only through dramatic, global effort. While climate change is a global challenge, cities, states, and regions have become vital agents of leadership. We believe breakthroughs and progress will continue coming from the ground up and that Barr can help catalyze and advance solutions and leadership across our region in ways that also spur broader action. On occasion, we engage in targeted national or global efforts with significant opportunities to contribute to impact. Yet our principal geographic focus is the U.S. Northeast. We focus our mitigation efforts on the two areas that produce the most greenhouse gas emissions: 1) how we generate and use energy; and 2) how we move around. In addition, we acknowledge that even with concerted efforts to mitigate the impacts of climate change, they are inevitable. Coastal cities such as Boston are particularly vulnerable. Our Climate Resilience focus area aims to increase the capacity of Metro Boston communities to prepare for and adapt to the impacts of climate change. To learn more about our Climate strategies and grantmaking priorities, explore our Clean Energy, Mobility, and Climate Resilience focus areas below.

Closing Education Opportunity Gaps The foundation's major emphases are on early education, the Boston Public School system, and out-of-school time. Its overarching education goal is to close education opportunity gaps in Boston so that public school achievement is no longer predicted by demographics or address. .

Cross-Prog ram Initiatives As a complement to our core programs of Arts & Creativity, Climate, and Education, Barr supports a range of activities to reinforce the strategies guiding that work and to deepen our commitment to the region. Cross-Program Initiatives focuses on three broad goals: 1. Invest in leaders. 2. Inform sound decision- making. 3. Support infrastructure for the nonprofit and philanthropic sectors. .

Educ ation

Children - Boys Funding Source Report 1 New England’s secondary schools have done a good job for many students, but we can do a great job for all. Too many New England students need remediation in college despite receiving a high school diploma. Others find it hard to connect to meaningful post-graduation opportunities. Schools must change because the world students live in has changed and so have the knowledge and skills necessary for success in life. The Barr Foundation partners with others to rethink secondary education and build a variety of new school models that fit the needs and strengths of their own community to bring greater success to all students. Rather than focus on one approach, we encourage many that are intentionally designed to engage students through their interests and empower them with content knowledge, successful habits, creative know-how, and navigation abilities—the integrated knowledge and skills all young people need to connect with success in college, career, and community.

Mitig ating Climate Chang e To demonstrate how to meet aggressive targets for reducing greenhouse gas emissions (and to do so equitably), Barr invests in large-scale efforts to help cities and towns make their buildings more energy efficient. It also supports work to improve the links between where people live, work, learn and play, and to make all forms of transportation – driving, biking, walking, public transit – safer and more affordable, accessible, and efficient. In this work, its primary focus is the Commonwealth’s metro areas. However, given the global nature of this challenge, and the diversity of cities and towns exhibiting real leadership, it also invests in select statewide, regional, and national efforts.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Herman and Frieda L. Miller Foundation Boston, MA - Recreation, Community Development, Agriculture/Food, Civil/Human Rights, Arts and Culture Lloyd G. Balfour Foundation Boston, MA - Education, Community Development, Arts and Culture, Health, Recreation Parker Family Foundation Penning ton, NJ - Arts and Culture, Education, Community Development, Civil/Human Rights, Health Linde Family Foundation Boston, MA - Education, Community Development, Arts and Culture, Health, Animals/Wildlife John & Cynthia Reed Foundation Chicag o, IL - Arts and Culture, Education, Recreation, Mental Health/Cris is Services, Health Organizations North Central Massachusetts Community Foundation, Inc. Fitchburg , MA - Community Development, Animals/Wildlife, Education, Health, Arts and Culture

Applications/RFPs After completing an online inquiry form, staff review and follow up with only selected submissions. Grant applications are by invitation only. Application form not required. Initial Approach: Online inquiry Board meeting date(s): Quarterly GIVING LIMIT AT IONS Giving primarily in the greater Boston, MA, area, and on an international basis in sub-Saharan Africa, Haiti and India. No grants to individuals, or for scholarships, lobbying or elective activity.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,700,000,000 $76,400,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: N/A Qualifying Distributions: N/A

Giving Activities include: $76,400,000 for grants

Who's Who See who can introduce you to someone at Barr Foundation

Officers and Trustees (6) Staff (25) Barbara W. Hostetter Chair. and Trustee Kimberly Haskins Sr. Prog . Off., Education James Canales Pres. and Trustee Stefan Lanfer Dir., Comms. Amos B. Hostetter, Jr. Ify Mora Dir., Opers. Roger Nozaki V.P. Trevor Pollack Mgr., Special Projects Dr. M. Lee Pelton Mariella Puerto Sr. Prog . Off., Climate Dr. Susan Tierney Mary Skelton Roberts Sr. Prog . Off., Climate E. San San Wong Sr. Prog. Off., Arts and Culture Leah Hamilton Dir., Education Kerri Ann Hurley Dir., Grants Mgr. Jenny Curtin Sr. Prog . Off., Education Cindy Lung Prog. Assoc., Education Mary Chalifour Project Mg r., Comms. Meredith Hatfield Prog. Off., Clean Energy Alexandra Juckno Prog . Asst., Arts and Creativity Kate Dobin Sr. Prog. Officer, Education Maryam Hamedany Prog. Asst. for Cross-Program Initiatives Lisa Jacobson Prog. Off., Mobility

2 Children - Boys Funding Source Report Emily Sidla Prog . Assoc., Climate Cecilia Hylton Comms. Assoc. Christi Craig Grants Mgr. Dr. M. Lee Pelton Dr. Susan Tierney Samantha Alper Prog. Asst. for Education SueEllen Kroll Prog. Off., Arts and Creativity Yvonne Belanger Dir., Learning and Evaluation

Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Amos B. Hostetter, Jr. Barbara W. Hostetter

Barr Foundation Family foundation

EIN 046579815 LOCATION CONTACT INFORMATION TWO ATLANTIC AVENUE Contact: Kerri Ann Hurley, Grants Mgr. Boston, MA United States 02110 Telephone: (617) 854-3500 ADDITIONAL LOCATION INFORMATION Fax: (617) 854-3501 County: Suffolk E-mail: [email protected] Metropolitan area: Boston-Cambridge-Newton, URL: www.barrfoundation.org MA-NH Congressional district: Massachusetts District 08

MEMBERS HIPS Affinity Groups Boston Education Funders Grantmakers for Education Disability Funders Network Grantmakers for Effective Organizations Evaluation Roundtable Grantmakers in the Arts Funders Together to End Homelessness Inc International Human Rights Funders Group New England Blacks in Philanthropy, Inc. PEAK Grantmaking, Inc. Technology Affinity Group The Funders' Network for Smart Growth and Livable Communities

Associations and Other Philanthropic Organizations Disability Funders Network International Human Rights Funders Group New England Blacks in Philanthropy, Inc.

Children - Boys Funding Source Report 3 Ben & Jerry's Foundation, Inc. South Burling ton, VT , United States | www.benandjerrysfoundation.org | 8028461500 | [email protected]

Funding Interests SUBJECT S Antidiscrimination, Civic participation, Community and economic development, Community food systems, Community improvement, Diversity and intergroup relations, Economic development, Elementary and secondary education, Environment, Family services, Food banks, Housing development, Human rights, Human services, Immigrant rights, Labor rights, Natural resources, Performing arts, Public policy, Shelter and residential care, Social rights, Special population support, Youth development, Youth services

GEOGRAPHIC FOCUS National, Vermont, Canada, New York, Mexico, Thailand, Virgin Islands of the United States, China, Israel, Sudan, California, West Bank/Gaza (Palestinian Territories)

POPULATION Children and youth, Economically disadvantaged people, Ethnic and racial groups, Extremely poor people, Low-income GROUPS people, Seniors SUPPORT General support, Grassroots organizing, Policy, advocacy and systems reform, Program support, System and operational STRATEGIES improvements TRANSACTION TYPES Cash grants, Employee matching gifts

ORGANIZAT ION Company-sponsored foundation TYPES

Related Organizations

Affiliated Company: Ben & Jerry's Homemade, Inc. Other philanthropic organizations affiliated with Ben & Jerry's Homemade, Inc.: The Waterwheel Foundation

About Purpose and Activities The foundation promotes progressive social change by supporting grassroots organizations that utilize community organizing strategies to advance social and environmental justice.

Backg round Established in 1985 in NY - Founded by Bennett "Ben" Cohen, the co-founder of the Ben & Jerry's ice cream company. Born in Brooklyn, New York and raised in the town of Merrick on Long Island, Cohen first met and befriended his future business partner, Jerry Greenfield, in a junior high school gym class in 1963. The two men opened Ben & Jerry's Homemade Ice Cream Parlor in Burlington, Vermont, in 1977. Cohen turned his new-found wealth and prominence toward a variety of social causes, generally through the Ben & Jerry's Foundation, which receives 7.5% of all Ben & Jerry's pre-tax profits. Cohen resigned as Chief Executive Officer in 1996, and has not been actively involved with the company since the Unilever acquisition in 2000, apart from his membership on the advisory board.

Prog ram Areas (6) Employee Matching Gift Prog ram The foundation matches contributions made by employees of Ben & Jerry's to nonprofit organizations on a one-for-one basis up to $2,000 per employee, per year.

Grassroots Organizing for Social Change Program The Grassroots Organizing for Social Change Program supports non-profit grassroots, constituent-led organizations across the country that are using direct action, grassroots community-organizing strategies to accomplish their goals. The foundation awards grants of up to $25,000 to proposals that are aligned with the its broad interests in social justice, environmental justice, and socially just food systems.

National Movement Building Grant Prog ram The foundation supports large organizations working across sectors and implementing approaches, knowledge, and models that build Social Justice Movements nationally and lead to positive change. This program is by invitation only.

Vermont Capacity Building Grant Prog ram The foundation supports Vermont statewide nonprofit organizations working toward broad systemic change for the betterment of Vermont, with emphasis on social justice, environmental protection, family farms and local food systems. Grants can be used for consultation, technology, organizational developmental work, infrastructure development, staff development, or staff needs. Grants of up to $30,000 are awarded.

Vermont Community Action T eams Prog ram (CAT s ) The foundation awards grants of up to $2,000 to local community organizations providing services, activities, and events with emphasis on under-served populations, including seniors, at-risk youth, and low income communities; basic human needs and the needs of underserved areas of the state; volunteer-led organizations; organizations with demonstrated support of their community; and programs and groups that might not have access to more mainstream sources of support. The program is administered by Vermont Community Action Teams comprised of non-management employees of Ben & Jerry's.

4 Children - Boys Funding Source Report Vermont Economic Justice Program The foundation awards grants of up to $20,000 to programs designed to address the economic, social, and environmental impacts of poverty. Special emphasis is directed toward equity in education; access to safe and affordable housing; access to jobs with livable wages; workers rights; access to affordable health care; and access to healthy and affordable food. Grant decisions are made by a team of Ben & Jerry's employees from all three of Ben & Jerry's Vermont sites. .

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Thomas Phillips and Jane Moore Johnson Foundation New York City, NY - Civil/Human Rights, Environment, Education, Community Development, Health Carris Corporate Foundation, Inc. Proctor, VT - Education, Health, Community Development, Arts and Culture, Animals/Wildlife Vermont Community Foundation Middlebury, VT - Community Development, Education, Arts and Culture, Environment, Health The Winthrop H. Smith, Jr. Charitable Foundation, Inc. Stamford, CT - Education, Arts and Culture, International/Foreign Affairs, Community Development, Environment

Applications/RFPs A full proposal may be requested at a later date for the Grassroots Organizing for Social Change Program. Additional information and a site visit may be requested for Vermont Capacity Building Grant Program. Support is limited to 1 contribution per organization during any given year Application form required. Applicants should submit the following : 1. Listing of additional sources and amount of support 2. Copy of current year's organizational budget and/or project budget 3. Contact person 4. Copy of IRS Determination Letter 5. Brief history of organization and description of its mission 6. Name, address and phone number of organization 7. Staff salaries 8. Timetable for implementation and evaluation of project 9. Copy of most recent annual report/audited financial statement/990 10. Detailed description of project and amount of funding requested 11. Population served 12. Statement of problem project will address 13. Qualifications of key personnel 14. Results expected from proposed grant

Initial Approach: Complete online letter of interest for Grassroots Organizing for Social Change Program; complete online application for Vermont Capacity Building Grant Program, Vermont Economic Justice Grant Program, and Vermont Community Action Teams Grant Program Board meeting date(s): Monthly Deadline(s): Apr. 15 and Oct. 14 for Grassroots Organizing for Social Change Program; May 31 for Vermont Capacity Building Grant Program; July 11 for Vermont Economic Justice Program; None for Vermont Community Action Teams Final notification: Oct. for Vermont Capacity Building Grant Program

REQUESTS FOR PROPOSALS (RFPS) Ben & Jerry​s Foundation Seeks Applications for Social and Environmental Justice Projects POSTED: 2020-03-09 DEADLINE: 2020-04-15

GIVING LIMIT AT IONS Giving on a national basis, with emphasis on St. Albans, South Burlington, and Waterbury, VT. No support for schools, colleges or universities, state agencies, businesses or business associations, other foundations or regranting organizations, organizations and programs that are focused or based outside of the United States, or organizations with annual budgets over $500,000. No grants to individuals, or for scholarship programs, advocacy programs, discretionary or emergency funds, research projects, capital campaigns, religious programs, international or foreign-based programs, government sponsored programs, social service programs, or arts and media programs.

Financials FOR FISCAL YEAR ENDED 2018-12-31 $5,475,398 $3,155,612 Gifts Received: $3,654,257 TOTAL ASSETS T OT AL GIVING Expenditures: $3,402,425 Qualifying Distributions: $3,375,996

Giving Activities include: $3,155,612 for grants

Children - Boys Funding Source Report 5 Who's Who See who can introduce you to someone at Ben & Jerry's Foundation, Inc.

Officers (4) Donors (3) Jeff Furman President Note: If a donor is deceased, the symbol (‡) follows the name. Anuradha Mittal Vice-President Bennett Cohen Jerry Greenfield Treasurer Ben & Jerry's Homemade, Inc. Eliz abeth Bankowski Secretary Ben & Jerry's Corp.

Ben & Jerry's Foundation, Inc. Company-sponsored foundation

EIN 030300865 LOCATION CONTACT INFORMATION PUBLICATIONS 30 Community Dr. Telephone: 8028461500 Application guidelines South Burlington, VT United States 05403-6828 E-mail: [email protected] Annual report ADDITIONAL LOCATION INFORMATION URL: www.benandjerrysfoundation.org Grants list County: Chittenden Prog ram policy statement Metropolitan area: Burlington-South Burlington, VT Cong ressional district: Vermont District At- large

MEMBERS HIPS Affinity Groups Association of Small Foundations

Associations and Other Philanthropic Organizations Ariadne Network

6 Children - Boys Funding Source Report Bill & Melinda Gates Foundation

Seattle, WA, United States | www.gatesfoundation.org | (206) 709-3100 | [email protected]

Funding Interests SUBJECT S Agriculture, Antidiscrimination, Clean water supply, Community and economic development, Community college education, Disasters and emergency management, Diseases and conditions, Economic development, Education, Educational management, Elementary and secondary education, Elementary education, Family planning, Financial services, Graduate and professional education, Health, Health care access, Health care administration and financing, Higher education, HIV/AIDS, Human services, Immunology, Infectious and parasitic diseases, International development, International relations, Libraries, Maternal and perinatal health, Medical specialties, Middle school education, Nutrition, Philanthropy, Public health, Public policy, Reproductive health care, Sanitation, Secondary education

GEOGRAPHIC FOCUS National, International, Europe, Africa, Developing Countries, South America, Asia, Nigeria, New York, Washington, India, California, District of Columbia, United Kingdom, Massachusetts

POPULATION Adolescents, Adults, Boys, Children and youth, Economically disadvantaged people, Extremely poor people, Girls, Homeless GROUPS people, Infants and toddler boys, Infants and toddler girls, Infants and toddlers, Low-income people, Men, Men and boys, People with HIV/AIDS, Preteens, Victims of disaster, Women, Women and girls, Young adults, Young men, Young women

SUPPORT Advocacy, Annual campaigns, Continuing support, General support, Program support, Public engagement and education, STRATEGIES Publications, Research, Research and evaluation, Scholarships, Technical assistance, Translation TRANSACTION TYPES Employee matching gifts, Program-related investments

ORGANIZAT ION Family foundation TYPES

About Purpose and Activities Guided by the belief that every life has equal value, the Bill & Melinda Gates Foundation works to help all people lead healthy, productive lives. In developing countries, it focuses on improving people’s health and giving them the chance to lift themselves out of hunger and extreme poverty. In the United States, it seeks to ensure that all people—especially those with the fewest resources—have access to the opportunities they need to succeed in school and life. Grantmaking areas are: 1) Global Development: to help the world’s poorest people lift themselves out of hunger and poverty; 2) Global Health: to harness advances in science and technology to save lives in developing countries; and 3) U.S. Division: to improve U.S. high school and postsecondary education and support vulnerable children and families in Washington State.

Backg round Established in 1994 in WA as the William H. Gates Foundation - The William H. Gates Foundation, focused on global health, was created in 1994 by Microsoft co-founder William H. "Bill" Gates, III and his wife, Melinda French Gates. Three years later, he and Melinda created the Gates Library Foundation, which worked to bring public access computers with Internet connections to libraries in the United States. Its name changed to the Gates Learning Foundation in 1999 to reflect its focus on ensuring that low-income minority students are prepared for college and have the means to attend. In 2000, to increase efficiency and communication, the two organizations merged into the Bill & Melinda Gates Foundation. In 2006, Warren Buffett, founder of Berkshire Hathaway Inc., pledged 10 million shares of Berkshire Hathaway B stock (valued at approximately $31 billion) to the Bill & Melinda Gates Foundation. Each year, 5 percent of the remaining pledged shares will be transferred to the asset trust, and starting in 2008, the total value of the previous year's gift must be spent. In 2007, the foundation restructured and created a separate organization, the Bill & Melinda Gates Foundation Trust, to oversee the foundation's assets. The trust will include the annual installments of Warren Buffett's gift to the foundation and in turn, will fund the program foundation. Bill and Melinda Gates will be the sole trustees of the asset trust. The original entity, the Bill & Melinda Gates Foundation, conducts the foundation's programmatic and grantmaking activities. Based in Seattle, Washington, the foundation also has offices in Washington, D.C.; Beijing, China; Delhi, India; and London, United Kingdom. The foundation plans to close 50 years after the deaths of its three current trustees - Bill and Melinda Gates, and Warren Buffett. Separately from the foundation, Bill and Melinda Gates and Warren Buffett have made a commitment to The Giving Pledge, an effort to invite the wealthiest individuals and families to give the majority of their wealth to philanthropic causes during their lifetime or after their death

Prog ram Areas (7) Combating COVID-19 Fund The Bill & Melinda Gates Foundation has created the Combating COVID-19 Fund to advance work in four crucial areas : (1) development of diagnostic tools; (2) a Therapeutics Accelerator to support R&D efforts focused on developing new drugs and exploring the potential to repurpose existing medicines; (3) vaccine development; and (4) protecting the most vulenerable people in Africa and South Asia by supporting leaders and organizations in these regions to prepare their healthcare systems, train health workers, and ensure continuity of care for other diseases and health needs as the coronavirus pandemic expands.

Global Development Prog ram The program aims to identify and fund high-impact solutions that can help hundreds of millions of people lift themselves out of poverty and build better lives. The foundation works closely with its partners to support innovative approaches and expand existing ones so they reach the people who are most in need. The program concentrates on the following areas and goals: 1) Agricultural Development: reduce hunger and poverty for millions of farming families in Sub- Saharan Africa and South Asia by increasing agricultural productivity in a sustainable way; 2) Emergency Response: reduce suffering and save lives in regions affected by natural disasters and complex emergencies; 3) Family Planning: bring access to high-quality contraceptive information, services, and supplies to an additional 120 million women and girls in the poorest countries by 2020 without coercion or discrimination, with the longer-term goal of universal access to voluntary family planning; 4) Financial Services for the Poor: alleviate poverty by expanding access to digitally-based financial tools and services.; 5) Global

Children - Boys Funding Source Report 7 Libraries: ensure that all people, especially those in disadvantaged communities around the world, have access to information through technology in public libraries; 6) Maternal, Neonatal and Child Health: ensure that mothers and babies survive and remain healthy during pregnancy, childbirth, and early childhood; 7) Nutrition: ensure that all children have the nutrition they need for a healthy start in life; 8) Polio: eradicate polio worldwide; 9) Vaccine Delivery: eliminate vaccine-preventable diseases worldwide; and 10) Water, Sanitation and Hygiene: enable universal access to sustainable sanitation services by supporting the development of radically new sanitation technologies as well as markets for new sanitation products and services, such as the initiative to Reinvent the Toilet in order to bring sustainable sanitation solutions to the 2.5 billion people worldwide who don't have access to safe, affordable sanitation.

Global Health Prog ram The program aims to harness advances in science and technology to save lives in developing countries. The foundation works with partners to deliver proven tools—including vaccines, drugs, and diagnostics—as well as discover pathbreaking new solutions that are affordable and reliable. Equally important is innovation in how it can bring health interventions to those who need them most. The foundation invests heavily in vaccines to prevent infectious diseases— including HIV, polio, and malaria—and support the development of integrated health solutions for family planning, nutrition, and maternal and child health. The program concentrates on the following areas and goals: 1) Discovery and Translational Sciences: direct scientific research toward areas where it can have the most impact and to accelerate the translation of discoveries into solutions that improve people's health and save lives; 2) Enteric and Diarrheal Diseases: eliminate the gap in mortality from enteric and diarrheal diseases between developed and developing countries and to significantly reduce impaired development associated with these diseases in children under age 5; 3) HIV: significantly reduce the incidence of HIV infection and extend the lives of people living with HIV; 4) Malaria: create a world free of malaria; 5) Neglected Infectious Diseases: reduce the burden of neglected infectious diseases on the world's poorest people through targeted and effective control, elimination, and eradication efforts.; 6) Pneumonia: significantly reduce childhood deaths from pneumonia; and 7) Tuberculosis: accelerate the decline in tuberculosis incidence worldwide .

Global Policy and Advocacy Division The division engages in advocacy efforts to promote public policies that advance the foundation's work, build strategic alliances with governments and the public and private sectors, and foster greater public awareness of urgent global issues. The division has teams dedicated to advocacy, policy analysis, and government relations, as well as strengthening the charitable sector in the United States and overseas. In addition to the policy and advocacy staff at the foundation's Seattle headquarters and in Washington D.C., it has a European and Middle East office based in London, country offices in China and India, and representatives in Ethiopia and South Africa. The division works on tobacco control to reduce tobacco-related death and disease in developing countries by preventing the initiation of new smokers, decreasing overall tobacco use, and reducing exposure to secondhand smoke. And, through its charitable sector support it empowers the growing charitable sector with knowledge, tools and a supportive policy environment to unlock more resources, invest more effectively, and achieve greater impact around the world.

Grants to Individuals Prog ram

Matching Gifts Program The foundation matches the monetary gifts of its employees to eligible charitable organizations.

U.S. Prog ram The program's primary focus is on ensuring that all students graduate from high school prepared for college and have an opportunity to earn a postsecondary degree with labor-market value. The approach is to play a catalytic role—to support the development of innovative solutions in education that are unlikely to be generated by institutions working alone and that can trigger change on a broader scale. The foundation also works to address issues of social inequity and poverty in Washington State, where the Gates family has lived for generations and the foundation makes its permanent home. The program concentrates on the following areas and goals: 1) College-Ready Education: support innovation that can improve U.S. K-12 public schools and ensure that students graduate from high school ready to succeed in college; 2) Postsecondary Success: ensure that all low-income young adults have affordable access to a quality postsecondary education that is tailored to their individual needs and educational goals and leads to timely completion of a degree or certificate with labor-market value; and 3) Washington State: create opportunities for all children in Washington State to thrive in stable families, great schools, and strong communities.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Robert Wood Johnson Foundation Princeton, NJ - Health, Community Development, Education, Recreation, Employment The Susan Thompson Buffett Foundation Omaha, NE - Health, Education, Civil/Human Rights, Philanthropy/Voluntaris m, Community Development Alfred P. Sloan Foundation New York City, NY - Mental Health/Cris is Services, Education, Health Organizations, Recreation, Medical Research The Rockefeller Foundation New York City, NY - Recreation, Philanthropy/Voluntaris m, Health, Health Organizations, Safety/Dis asters

Applications/RFPs In general, the foundation directly invites proposals by directly contacting organizations. Review funding guidelines and eligibility overview on foundation's web site before initial contact with foundation. No mail-in applications are accepted Application form required. Applicants should submit the following : 1. Copy of IRS Determination Letter

Initial Approach: Online letter of inquiry not exceeding 4 pages only accepted for Global Health; submit formal funding proposal upon invitation from foundation Deadline(s): Generally none Additional information: The foundation will adopt an Open Access policy and require grant recipients to make their research publicly available online. The new policy, which will go into effect Jan. 1, 2015, will be effective for all new projects made possible with funding from the foundation. This means that published research resulting from the foundation's funding will be discoverable and accessible online, the foundation will pay the fees to make the information available and the data accompanying the publications will be available as well. The foundation will ease grant recipients into the policy. During a two-year transition period, publishers will be permitted to apply up to a 12 month embargo period on the accessibility of the publication and its underlying data sets. This embargo period will no longer be allowed after Jan.1, 2017.

8 Children - Boys Funding Source Report REQUESTS FOR PROPOSALS (RFPS) Gates Foundation Issues RFP For Transformative Menstrual Health and Hygiene Products POSTED: 2020-03-19 DEADLINE: 2020-04-22

Bill & Melinda Gates Foundation Issues RFP for Non-Hormonal Contraceptive Projects POSTED: 2020-03-16 DEADLINE: 2020-04-22

GIVING LIMIT AT IONS Giving on a national and international basis. No support for projects addressing health problems in developed countries, nor for projects that exclusively serve religious purposes. No direct donations or grants to individuals, and no funding for building or capital campaigns, or for political campaigns and legislative lobbying efforts.

Financials FOR FISCAL YEAR ENDED 2018-12-31 $47,850,466,255 $4,607,760,270 Gifts Received: $5,589,332,331 TOTAL ASSETS T OT AL GIVING Expenditures: $5,646,927,067 Qualifying Distributions: $5,702,137,385

Giving Activities include: $4,607,760,270 for grants $359,015,597 for foundation-administered programs $67,237,817 for loans/program-related investments

Who's Who See who can introduce you to someone at Bill & Melinda Gates Foundation

Officers and Trustees (11) Global Health Scientif ic Advisory Committee (14) Melinda French Gates Co-Chair. and Trustee John Bell Chair. William H. "Bill" Gates, III Co-Chair. and Trustee Yvonne Greenstreet, M.D., M.B.A. William H. Gates, Sr. Co-Chair. Timothy Wrig ht, MD Christopher Elias Pres., Global Devel. Alan Bernstein, Ph.D., FRSC Allan C. Golston Pres., U.S. Prog . M.K. Bhan, MD Trevor Mundel Pres., Global Health Prog. Zulfiqar A. Butta, Ph.D Mark Suzman C.E.O. Tumani Corrah, M.D., Ph.D. Rodger Voorhies Pres., Global Growth and Opportunity H. Robert Horvitz, Ph.D Connie Colling sworth C.O.O. Salim S. Abdool Karim, Ph.D Carolyn Ainslie C.F.O. Shabir A. Madhi, Ph.D Warren E. Buffett Francine Ntoumi, Ph.D Harold Varmus , MD Elias A. Zerhouni, MD Dan Wattendorf Dir, Innovative Technology Solutions, Global Health

U.S. Prog ram Advisory Board (5) Staff (112) Ann Fudge Chair. Brian Arbogast Dir., Water, Sanitation, and Hygiene Jim Nussle Oliver Babson Dir., Strategy, Planning, and Mgmt., Global Policy and Christopher Edley Advocacy Edward Glaeser Girindre Beeharry Dir., Global Education Learning Strategy, India Office Marg aret Spelling s David Bley Dir., Pacific Northwest Niranjan Bose Managing Dir., Health and Life Sciences Kim Bus h Sr. Advisor and Dir., Life Sciences Partnerships for Global Health Gary Darmstadt Sr. Fellow, Global Devel. Susan Byrnes Dir., External Comms., Global Policy & Advocacy Prog. Gargee Ghosh Dir., Global Policy and Dir.,Strategy Daniel Greenstein Dir., Education Postsecondary Success, U.S. Prog. Dan Hartman Dir., Integrated Development; Interim Dir. , Malaria Global Health Toni Hoover Dir., Strategy, Planning, and Mgmt. Haris h Iye r Sr. Advisor , Scientific Progs. Gilla Kaplan Dir., Global Health Ke ith Klug man Dir., Global Health

Children - Boys Funding Source Report 9 Anja Langenbucher Dir., European Office, Global Policy and Advocacy Orin Levine Dir., Global Devel. Jodi Nelson Dir., Strategy Measurement and Evaluations Vicki L. Phillips Dir., Education, U.S. Prog . Mike Poole Dir., Global Health Kellie Sloan Dir., Family Planning Rodger Voorhies Exec. Dir., Global Growth and Opportunity Division Diane T royer Sr. Prog . Off. Nushina Mir Sr. Prog . Off. Susan Turner Dir., Program Effectiveness Policy Amy Pope Assoc. Prog . Off. Randy Manion Sr. Prog. Mgr. Teresa Rivero Lead Sr. Prog. Off. Michele Loveday Prog. Asst., Global Health Discovery and Translational SciencesS Sarah Hamm Rush Prog. Off. Kate Paisley Assoc. Prog . Off. Amber Zeddies Prog. Off. Katie Stahley Prog. Off. , Global Development Emily Inslee Prog. Off. Rory O'Sullivan Interim Sr. Prog. Off. Wendy Sauer Sr. Prog . Off. Tomeka Hart Sr. Prog . Off. Pamela Anderson Dir., Global Devel. Shawn Baker Dir., Global Devel. Joseph Cerrell Managing Dir., Global Policy and Advocacy Mariam Claeson Dir., Global Devel. Michael Deich Dir., Global Policy and Advocacy, U.S. and Canada Prog. Anita Zaidi Dir., Vaccine Development, Surveillance, and Enteric and Diarrheal Diseases, Global Health Jennifer Weisman Chief of Staff, Global Health Sam Dryden Sr. Fellow, Global Devel. William Foeg e Sr. Fellow, Global Health Geoffrey Lamb Chief Economic and Policy Advisor, Global Policy and Advocacy Jay Wenger Dir., Global Devel. Chris Wilson Dir., Global Health David Wertheimer Dir., U.S. Prog . Emily Parker Dir. and Chief of Staff, Office of the C.E.O. Katie Ford Dir., Communications Strategy and Execution Jason Hunke Dir., Exec. and Employee Comms. Dr. Paulin Basing a Dir., Nigeria Pierre Grand Chief of Staff, Global Devel. Nachiket Mor Dir., India Country Office Jamie Morris C.F.O., Global Devel. and Global Growth & Opportunity Amy Pollack, MD Dir., Maternal, Newborn & Child Health Haddis Tadesse Dir., Ethiopia Nick Austin Dir., Agricultural Devel., Global Devel. Sarah Hendriks Gender Equality Michael Wieg and Dir., Fin. Svcs. for the Poor Carol Welch Dir., Strategy, Planning and Mgmt. Emilio A. Emini, Ph.D Dir., HIV Prog., Global Health Chris Karp Dir., Global Health Tracia Luh C.F.O. and Dir., Global Health Dr. Andrin Oswald Dir., Life Science Partnerships, Global Health Katie Einterz Owen Dir., Neglected Tropical Diseases, Global Health Greg Ferrante C.F.O., Global Policy and Advocacy, U.S. Prog . Robe rt L. Hughes Dir., K-12 Education, U.S. Prog. Patrick Methvin Dir., Postsecondary Success, U.S. Prog. Jill Nishi Chief of Staff, U.S. Prog. Daniel Green Dir., Prog. Advocacy and Comms., Global Policy and Advocacy Prog . Elisa Keller Dir., Office of the Pres. and Chief of Staff, Global Policy and Advocacy Yinuo Li Dir., China Office Josh Lozman Dir., Program Advocacy and Comms. for women’s and children’s health and gender equality. Rob Nabors Dir., U.S. Policy, Advocacy and Comms. Robe rt Ros e n Dir. Gabriella Stern Dir., Media and External Relations Ankur Vora Dir., Strategy, Innovation, and Impact Sue T aylor C.F.O., Opers. Ruth Atherton Dir., Opers.

10 Children - Boys Funding Source Report Bob Benoit C.F.O., Opers. Lauren Bright Dir. Primary Legal Advisor, U. S. Prog. Division and Global Policy & Advocacy Division. Jennifer Deger Dir., Finance and Acctg. Chris Ernst Dir., People and Organization Potential Andrew Farnum Dir., Program-Related Investments Jeremy Forman DIr., Enterprise Architecture, Global Data and Analytics Brian Ivie Dir., Security Opers. Lisa Johnson Dir., Legal and Grants & Contract Svcs. Tim Johnson Dir., H.R. and Chief of Staff Je ff Jone s Dir., Platforms and Human Centered Design, I.T. Merran Kubalak Dir., Strategy, Planning and Mgmt. and Chief of Staff to the C.I.O. Bindi Lassig e Dir., Human Resources Helene Madonick Dir., Legal Svcs., for Opers. of Global Regional Offices Keith Matthews Dir., Leg al Thomas Mitchell Dir., Enterprise Business Mgmt. Aaron Moses Dir., Global Facilities, Events, Travel, and H.R. Opers. Lynne Herer Smith Dir., Business Design Shana Tarbell Dir., Global Security Elmar Vinh- T homas Dir., Assurance and Enterprise Risk Mgmt. Liz Clyma Dir., Health, India Haley Hill Dir., Global Devel. Steve Landry Dir., Global Devel. M. Hari Menon Interim Dir., India Country Office Violane Mitchell Interim Dir., Vaccine Delivery Oumar Seydi Dir., Africa Katie Simons Interim Dir., Nutrition Ann Starrs Dir., Family Planning Uyi Stewart Dir., Strateg y, Data & Analytics Sanjay Ubale Dir., Partnerships, India John Ndunguru Prog. Off.

Donors (3) Note: If a donor is deceased, the symbol (‡) follows the name. Bill (William H.) Gates, III Melinda French Gates Warren E. Buffett

Bill & Melinda Gates Foundation Family foundation

EIN 562618866 LOCATION CONTACT INFORMATION PUBLICATIONS Attn: Global Finance and Accounting, P.O Box Telephone: (206) 709-3100 Application guidelines 23350 Fax: (206) 709-3180 Annual report Seattle, WA United States 98102 E-mail: [email protected] Financial statement ADDITIONAL LOCATION INFORMATION URL: www.gatesfoundation.org County: King Grants list ADDITIONAL CONTACT INFORMATION Metropolitan area: Seattle-Tacoma-Bellevue, Informational brochure For grant inquiries: (206) 709-3140. East Coast WA Newsletter Office address: P.O. Box 6176, Benjamin Congressional district: Washington District 07 Occasional report Franklin Station, Washington, DC 20044, tel.: Prog ram policy statement (202) 662-8130

MEMBERS HIPS Reg ional Associations of Grantmakers Philanthropy Northwest

Affinity Groups Asian Americans/Pacific Islanders in Philanthropy, Hispanics in Philanthropy Inc. Mission Investors Exchange, Inc. Association of Black Foundation Executives, Inc. Native Americans in Philanthropy Grantmakers for Effective Organizations PEAK Grantmaking, Inc.

Associations and Other Philanthropic Organizations African Grant Makers Network Association Of Charitable Foundations Worldwide Initiatives for Grantmaker Support

Children - Boys Funding Source Report 11 Conrad N. Hilton Foundation

Ag oura Hills, CA, United States | www.hiltonfoundation.org | (818) 851-3700 | [email protected]

Funding Interests SUBJECT S Christianity, Clean water supply, Disasters and emergency management, Diseases and conditions, Domesticated animals, Education, Elementary and secondary education, Family services, Foundations, Higher education, Homeless services, Housing development, Human services, Hygiene, In-patient medical care, International development, Mental health care, Multiple sclerosis, Nonprofits, Religion, Sanitation, Sewage utilities, Special population support, Water resources, Water utilities, Youth development

GEOGRAPHIC FOCUS National, International, Asia, Africa, Global Programs, Nevada, Haiti, Ghana, California, Florida, New York, Mexico, Zambia, Kenya, Tanzania

POPULATION Adolescents, Children, Children and youth, Economically disadvantaged people, Foster and adoptive children, Homeless GROUPS people, Infants and toddlers, Low-income people, Out-of-home youth, People with disabilities, People with HIV/AIDS, People with vision impairments, Substance abusers, Transitioning children, Victims of disaster, Young adults

SUPPORT Capital and infrastructure, Capital campaigns, Continuing support, Curriculum development, Emergency funds, Endowments, STRATEGIES Equipment, Fellowships, General support, Program evaluations, Program support, Publications, Research, Scholarships, System and operational improvements, Technical assistance

TRANSACTION TYPES Employee matching gifts, Matching grants, Program-related investments

ORGANIZAT ION Family foundation TYPES

About Purpose and Activities The Conrad N. Hilton Foundation supports efforts to improve the lives of disadvantaged and vulnerable people throughout the world by focusing on six strategic initiatives and five major program areas. Potential applicants should see Current Programs for more information.

Backg round Established in 1944 in NV - Conrad N. Hilton, founder of Hilton Hotels, established the Conrad N. Hilton Foundation as a philanthropic trust in 1944. In 1950, the foundation was legally established as a nonprofit corporation, separate from Hilton Hotels Corporation. Upon his death in 1979, Conrad Hilton left nearly his entire estate to the Hilton Foundation. His son, Barron Hilton, joined the foundation in 1950 and has served on the board chair ever since. Over the years, he has contributed many millions to the work of the foundation, and following his father's example, in 2007, Barron Hilton pledged to leave 97% of his estate to the foundation. Steven M. Hilton, son of Barron and grandson of Conrad, joined the foundation in 1983 and was named president in 1998; he is currently also Chair and C.E.O. of the foundation board. Other Hilton family members serve on the foundation board The grantmaker is a signatory to Philanthropy's Promise, an initiative of the National Committee for Responsive Philanthropy (NCRP). By signing on, the grantmaker has committed to allocating the majority of its grantmaking dollars to marginalized communities and at least 25 percent to social justice strategies, such as advocacy, community organizing, and civic engagement. Barron Hilton has committed to The Giving Pledge, and has pledged to give away at least half of his wealth to philanthropy.

Prog ram Areas (14) Children Affected by HIV/AIDS The foundation works to directly impact the lives of hundreds of thousands of young children affected by HIV and AIDS in high-prevalence regions by ensuring that they are better able to realize their full potential for cognitive, social, and physical development.

Confronting Sight Loss Preventing blindness and empowering those facing the challenges of visual impairment.

Conrad H. Hilton Humanitarian Priz e Following selection by an independent international jury, the Conrad N. Hilton Foundation awards the annual $2 million Humanitarian Prize to a nonprofit organization doing exemplary work to alleviate human suffering. Created in 1996, the Prize helps recognize and advance the efforts of the recipient organizations, and calls attention to the worldwide need for humanitarian aid and support.

Educating Students for Hospitality Industry Creating opportunities for the next generation of hotel and restaurant managers.

Ending Chronic Homelessness Making permanent supportive housing a reality for chronically homeless people in Los Angeles County.

Nurturing Catholic Schools Supporting Catholic schools and extending their educational benefit to more youth.

Overcoming Multiple Sclerosis Seeking a cure and improving quality of life for those who are affected by MS.

Preventing Substance Abuse

12 Children - Boys Funding Source Report Due to youth's vulnerability and the potential lifetime consequences of substance abuse, the foundation has focused its strategy on improving substance abuse outcomes for youth age 15-22 by means of early intervention.

Program-Related Investment The foundation has made a program-related investment to help cover the costs of buying a building and establishing a permanent endowment for a leadership organization. The foundation has made PRIs in the form of low interest loans for capital projects. Historically, the Foundation has made PRIs to support micro-credit lending programs, endowments, renovations, housing development loans, and finance expenses during disasters.

Providing Safe Water Increasing sustainable access to safe water for people in severe need within developing countries.

Responding to Disasters Providing water, sanitation, and other aid to people in the aftermath of natural disasters; promoting disaster preparedness.

Supporting Catholic Sisters Enabling Sisters to advance human development more widely and effectively.

The Marilyn Hilton Award for Innovation in MS Research The goal of the award is to stimulate innovation and advance knowledge that will aid in developing treatments and cures for progressive forms of MS. The foundation is particularly interested in supporting projects that address the development of biomarkers for Progressive MS. The foundation funds the institution for whom the investigators work with grants up to four-years, totaling no more than $900,000 over the grant period. Pre-proposals must be electronically sent and must include a cover page, NIH biography, scientific narrative, and letter of support from the institution to the foundation's MS program at: [email protected]. See foundation web site for detailed information on the program and its application process.

Transition-age Youth in Foster Care Helping U.S. youth transitioning out of the foster care system to find their path to success.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Jeanne and Sanford Robertson Fund San Francis co, CA - Arts and Culture, Education, Health, Community Development, Agriculture/Food The Marc and Eva Stern Foundation Los Ang eles, CA - Arts and Culture, Education, Health, Community Development, Animals/Wildlife The Simms/Mann Family Foundation Beverly Hills, CA - Health, Arts and Culture, Community Development, Education, Human Services The Bilger Foundation Los Ang eles, CA - Education, Health, Community Development, Civil/Human Rights, Human Services Stephanie and Peter Nolan Foundation Hermos a Beach, CA - Education, Community Development, Health, Agriculture/Food, Employment Moss Foundation Beverly Hills, CA - Health, Arts and Culture, Environment, Community Development, Education

Applications/RFPs The foundation accepts requests for proposals only for the Marilyn Hilton Award for Innovation in MS Research. Full proposals are by invitation only. The foundation accepts applications primarily from its specified beneficiaries; unsolicited proposals generally not considered. If application is invited, information will be requested. Application form required. Initial Approach: Electronic submission for RFP Board meeting date(s): Quarterly GIVING LIMIT AT IONS Giving on a balanced national and international basis. No support for political organizations. No grants to individuals, or for fundraising events.

Financials FOR FISCAL YEAR ENDED 2016-12-31 $2,692,285,541 $109,524,591 Gifts Received: $15,805,205 TOTAL ASSETS T OT AL GIVING Expenditures: $147,910,340 Qualifying Distributions: $125,403,020

Giving Activities include: $109,524,591 for grants

Who's Who See who can introduce you to someone at Conrad N. Hilton Foundation

Officers and Directors (17) Staff (24) Steven M. Hilton Chair. and Director Kristin Aldana-Taday Prog. Assoc., Domestic Prog(s). Peter Laugham C.E.O. and Pres. Rose Arnold Grants Mgr. Randy Kim V.P. and C.I.O. Jeannine Balfour Sr. Prog. Off., Domestic Prog(s). Judy M. Miller V.P. and Dir., Humanitarian Prize Lis a Bohme r Sr. Prog. Off., Domestic Prog(s). Edmund J. Cain V.P., Grant Prog s.

Children - Boys Funding Source Report 13 Patrick J. Modugno V.P., Admin. and C.F.O. Elizabeth Cheung Sr. Prog. Off., Special Prog(s). Monica Emerson Cont. Chris Dunston Sr. Prog. Off., International Prog(s). Donald H. Hubbs Dir. Emeritus Alexa Eg g leston Sr. Prog. Off., Domestic Prog(s). William H. Foeg e, M.D., M.P.H. Andrea Iloulian Prog. Off., Domestic Prog(s). James R. Galbraith T aryn Le e Dir., HR Conrad N. Hilton, III Kara Lemma, Ph.D Prog. Assoc., Catholic Sisters William B. Hilton, Jr. Tenille Metti Prog. Assoc., Domestic Prog (s). Hawley Hilton McAuliffe Mag g ie B. Miller Mgr., Hilton Humanitarian Prize Joyce Meyer Robert Miyashiro Prog. Assoc., International Prog(s). Michael O. Hilton Marc Moorghen Comms. Mg r. John L. Notter Brad Myers Sr. Prog. Off., Catholic Sisters Initiative William G. Ouchi Bill Pitkin Dir., Domestic Progs. Emily Skehan Prog. Assoc., Domestic Prog(s). Gregory Andersen Prog. Off., International Prog(s). Megan Caenepeel Grants Assoc. Shaheen Kasim-Lakha Dir., International Progs. Leah Manning Prog. Assoc., International Prog(s). Rosemarie Nassif Dir., Catholic Sisters Initiative Julia Friedman Communications Mgr. David Mascarina Digital Communications Mgr.

Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Conrad N. Hilton‡ Barron Hilton

Conrad N. Hilton Foundation Family foundation

EIN 943100217 LOCATION CONTACT INFORMATION PUBLICATIONS 30440 Agoura Rd. Contact: Rose M. Arnold, Grants Mgr. Annual report Agoura Hills, CA United States 91301-2145 Telephone: (818) 851-3700 Financial statement ADDITIONAL LOCATION INFORMATION Fax: (818) 851-3791 Grants list County: Los Angeles E-mail: Newsletter Metropolitan area: Los Angeles-Long Beach- [email protected] Occasional report Anaheim, CA URL: www.hiltonfoundation.org Congressional district: California District 33

MEMBERS HIPS Reg ional Associations of Grantmakers Southern California Grantmakers

Affinity Groups Foundations and Donors Interested in Catholic Grantmakers in Health Activities International Human Rights Funders Group Funders Together to End Homelessness Inc Mission Investors Exchange, Inc. Grantmakers for Children, Youth and Families PEAK Grantmaking, Inc.

Associations and Other Philanthropic Organizations Candid International Human Rights Funders Group

14 Children - Boys Funding Source Report CVS Health Foundation

Woonsocket, RI, United States | (401) 765-1500 | [email protected]

Funding Interests SUBJECT S Asthma, Camps, Christianity, Diabetes, Disasters and emergency management, Diseases and conditions, Education, Elementary and secondary education, Family services, Graduate and professional education, Health, Health care access, Health care clinics, Heart and circulatory system diseases, Higher education, Hospital care, Human services, In-patient medical care, Medical education, Mental health care, Out-patient medical care, Patient social services, Pediatrics, Pharmacies, Physical fitness, Rehabilitation, School athletics, Shelter and residential care, Smoking, Sports and recreation, University education, Youth development

GEOGRAPHIC FOCUS Canada, Pennsylvania, Haiti, New York, India, Illinois, Massachusetts, Rhode Island, Puerto Rico, Ohio, California

POPULATION Academics, Children, Low-income people, People with disabilities GROUPS SUPPORT Capacity-building and technical assistance, Capital and infrastructure, Continuing support, Equal access, Leadership and STRATEGIES professional development, Program support, Public engagement and education, Scholarships, Volunteer development TRANSACTION TYPES Employee volunteer services

ORGANIZAT ION Company-sponsored foundation TYPES

Related Organizations

Affiliated Company: CVS Health

About Purpose and Activities The trust supports programs designed to promote access to health care; wellness and prevention initiatives to help people achieve their best health; and programs designed to help all kids in their path to better health.

Backg round Established in 1992 in DE and MA

Prog ram Areas (6) Access to Health Care The foundation supports programs designed to increase access to health care for underserved populations and promote wellness and prevention.

Grants to Individuals Prog ram Scholarships to children of full-time employees of CVS Corporation and its subsidiaries.

Making the Next Generation Tobacco-Free Grant Program The foundation, in partnership with the Campaign for Tobacco-Free Kids, award grants to programs designed to reduce youth tobacco use with a focus on at- risk populations; educate the public about the problem of and solutions to youth tobacco use in local communities; and increase youth engagement in tobacco prevention activities.

Pharmacy School Scholarships The foundation awards scholarship funds to institutions and nonprofit organizations to advance the business of pharmacy and support pharmacists as they complete their education.

Scholarshps for Children of Colleag ues The foundation awards college scholarships to children of employees of CVS Caremark. Recipients are selected based on academic achievement, extracurricular activities, work experience, community service, and school recommendations.

Volunteer Challenge Grants The foundation awards grants of $500 to $3,000 to nonprofit organizations with which employees or teams of employees of CVS volunteer. Individual employees must volunteer 25 hours of service and teams of employees must volunteer 50 hours of service.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Enterpris e Holding s Foundation St. Louis, MO - Community Development, Health, Animals/Wildlife, Education, International/Foreig n Affairs Macy's Foundation Cincinnati, OH - Community Development, Health, Arts and Culture, Education, Animals/Wildlife Morg an Stanley Foundation, Inc. New York City, NY - Community Development, Education, Health, Arts and Culture, International/Foreig n Affairs Assurant Foundation New York City, NY - Community Development, Health, Education, Animals/Wildlife, Recreation

Children - Boys Funding Source Report 15 Applications/RFPs Application form not required. GIVING LIMIT AT IONS Giving primarily in areas of company operations in the U.S. and Puerto Rico. No grants for general operating support, direct healthcare services, staff salaries (unless it's needed to create or enhance a program or increase the number of people or geographic areas served), fundraising events, sponsorships, scholarships (except for employee-related and pharmacy scholarships), endowments, or capital campaigns.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $74,694,596 $10,269,270 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $8,888,638 Qualifying Distributions: $10,308,177

Giving Activities include: $10,269,270 for grants

Who's Who See who can introduce you to someone at CVS Health Foundation

Officers (10) Donors (1) Eileen H. Boone PRESIDENT/DIRECTOR Note: If a donor is deceased, the symbol (‡) follows the name. Carol A. Denale VICE PRES/TREASURER/DIRECTOR Cvs Health Corporation Thomas S. Moffatt VICE PRES/SECRETARY/DIRECTOR Tracy L. Smith VICE PRESIDENT/AST TREASURER Troyen A. Brennan DIRECTOR Michael P. Mcg utre DIRECTOR Melanie K.Luker AST SECRETARY Jeffrey E.Clark AST TREASURER Joanne M. Dwyer DIRECTOR Daniel P. Davison DIRECTOR

CVS Health Foundation Company-sponsored foundation

EIN 223206973 LOCATION CONTACT INFORMATION PUBLICATIONS 1 CVS Dr. Telephone: (401) 765-1500 Grants list Woonsocket, RI United States 02895-6146 E-mail: [email protected] Prog ram policy statement ADDITIONAL LOCATION INFORMATION County: Providence Metropolitan area: Providence-Warwick, RI-MA Congressional district: Rhode Island District 01

MEMBERS HIPS Reg ional Associations of Grantmakers Grantmakers Council of Rhode Island

16 Children - Boys Funding Source Report DJ & T Foundation San Marino, CA, United States | www.djtfoundation.org | (323) 465-9955 | [email protected]

Funding Interests SUBJECT S Agriculture, Animal population control, Animal welfare, Biodiversity, Domesticated animals, Environment, Health, Philanthropy, Wildlife biodiversity, Wildlife sanctuaries

GEOGRAPHIC FOCUS National, Tennessee, California, Canada, New York

POPULATION Children and youth, Economically disadvantaged people, Homeless people, Low-income people GROUPS SUPPORT Capital and infrastructure, Capital campaigns, Continuing support, Equipment, General support, Program support STRATEGIES ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities Giving only to free or low cost spay/neuter clinics or spay/neuter voucher programs for companion dogs.

Backg round Established in 1995 in CA - Founded by Robert W. "Bob" Barker, who served as the longtime host of the t.v. game show "The Price is Right." He won nineteen Emmy Awards for his hosting, and was inducted into the Academy of Television Arts & Sciences Hall of Fame, as well as into the NAB Broadcasting Hall of Fame.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Bernice Barbour Foundation, Inc. Philadelphia, PA - Environment, Mental Health/Cris is Services, Employment, Education, Health Edith J. Goode Residuary Trust Pittsburg h, PA - Environment, Safety/Dis asters, Health, Mental Health/Cris is Services, Health Organizations Bissell Pet Foundation Grand Rapids , MI - Environment, Community Development, Health The John T. & Theresa D. Cederholm Private Foundation Marion, MA - Environment, Medical Research, Employment, Safety/Dis asters, Recreation Norr Fund, Inc. Narberth, PA - Environment, International/Foreig n Affairs, Civil/Human Rights, Community Development, Education

Applications/RFPs Application form required. Applicants should submit the following : 1. Listing of board of directors, trustees, officers and other key people and their affiliations 2. List of company employees involved with the organization 3. Copy of IRS Determination Letter 4. Staff salaries 5. Copy of most recent annual report/audited financial statement/990 6. Detailed description of project and amount of funding requested

Initial Approach: Proposal Board meeting date(s): As needed Deadline(s): None Final notification: Within 6 months of receipt of a complete proposal GIVING LIMIT AT IONS Giving on a national basis. No grants to individuals.

Financials FOR FISCAL YEAR ENDED 2018-05-31 $497,993 $3,094,948 Gifts Received: $3,220,150 TOTAL ASSETS T OT AL GIVING Expenditures: $3,228,004 Qualifying Distributions: $3,214,715

Giving Activities include:

Children - Boys Funding Source Report 17 $3,094,948 for grants

Who's Who See who can introduce you to someone at DJ & T Foundation

Officers (5) Donors (1) Robert W. Barker PRESIDENT Note: If a donor is deceased, the symbol (‡) follows the name. Robert Louis Valandra FINANCE OFFICER Robert Barker Kent T. Valandra SECRETARY Vicki Valandra BOARD MEMBER Nancy Burnet BOARD MEMBER/ EXECUTIVE DI

DJ & T Foundation Independent foundation EIN 954499239 LOCATION CONTACT INFORMATION 2275 Huntington Drive, 342 Telephone: (323) 465-9955 San Marino, CA United States 91108 Fax: (323) 446-7187 ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: Los Angeles URL: www.djtfoundation.org Metropolitan area: Los Angeles-Long Beach- ADDITIONAL CONTACT INFORMATION Anaheim, CA Alternate Address: P.O. Box 5109, West Hills, Congressional district: California District 27 CA, 91308

18 Children - Boys Funding Source Report Doris Duke Charitable Foundation, Inc.

New York City, NY, United States | www.ddcf.org | (212) 974-7000

Funding Interests SUBJECT S Arts and culture, Arts services, Biodiversity, Child abuse, Diseases and conditions, Environment, Graduate and professional education, Higher education, In-patient medical care, Medical specialties, Modern dance, Museums, Music, Natural resources, Performing arts, Philanthropy, Science, Theater, Wildlife biodiversity

GEOGRAPHIC FOCUS National, New York, Ghana, France, Mozambique, Tanzania, Uganda, South Africa, Massachusetts, Rwanda, Zambia, California, District of Columbia

POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT General support, Participatory grantmaking, Program support, Research, Research and evaluation STRATEGIES TRANSACTION TYPES Employee matching gifts

ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The mission of the Doris Duke Charitable Foundation is to improve the quality of people's lives through grants supporting the performing arts, environmental conservation, medical research and child well-being, and through preservation of the cultural and environmental legacy of Doris Duke's properties.

Backg round Established in 1996 in NY - Founded by the late Doris Duke, the only child of James Buchanan Duke, a founder of the American Tobacco company and Duke Energy Company. Upon his death in 1925, J.B. Duke's fortune was divided between his 12-year-old daughter and the Duke Endowment, the foundation he established to serve the people of the Carolinas. Although Doris Duke lived a private life, she contributed to a number of public causes. She was an active supporter of medical research and child welfare throughout her life. When she was just 21, she established a foundation called Independent Aid, which later became the Doris Duke Foundation. It is estimated that she gave away more than $400 million in current dollars during her lifetime, often as anonymous contributions. Doris Duke died in October 1993 at the age of 80. In her will, she left the majority of her estate to the Doris Duke Charitable Foundation

Prog ram Areas (18) African Health Initiative (AHI) The African Health Initiative seeks to catalyze significant advances in strengthening health systems by supporting partnerships that will design, implement and evaluate large-scale models of care that link implementation research and workforce training directly to the delivery of integrated primary healthcare in sub- Saharan Africa. Grants will be awarded to create Population Health Implementation and Training (PHIT) Partnerships to implement strategies to: 1) Provide integrated primary healthcare and achieve significant, measurable health improvements for underserved communities of between 300,000 and 1.6 million people; 2) Strengthen health systems in a manner that enables local and national governments to sustain improvements beyond the grant period; 3) Increase the knowledge available for evidence-based health systems planning through rigorous operations and implementation research. Research conducted by each PHIT partnership will measure the impact of their interventions on reducing child mortality and other health outcomes, in addition to analyzing indicators of health systems performance. The partnerships will participate in a data collaborative to share information and will be convened annually starting in the fall of 2009. The foundation is also committed to ensuring that relevant data and information collected by the partnerships be made available to the public. .

Arts Prog ram- Artistic Creation & Distribution Through national competitive initiatives administered by intermediary organizations, the foundation supports commissioning, production and presentation of new work in each of its fields of interest; Contemporary Dance, Jazz, Theatre and Multi-Disciplinary performing arts. Typically these re-granting programs offer additional benefits to supported artists, including professional development, networking opportunities and participation in conferences and other meetings. To receive funding, individual arts organizations and artists must apply to the intermediary organizations that administer DDCF-funded initiatives. The foundation does not make grants directly to producing or presenting organizations or to individual artists under this component of the Arts Program's strategy. Additional information about funding opportunities in each of these areas of interest is available on the foundation web site .

Arts Prog ram- National Sector Building The program supports activities that will build strong national performing arts fields. The Arts Program directly supports national organizations critical to the health of dance, jazz, presenting and theatre, as well as national projects that have the potential to improve the health of a given field. The program aims to help strengthen the national sector through two complementary initiatives: 1) Providing core support to select national arts organizations whose work is critical for the health of the dance, jazz, presenting and/or theatre fields; 2) Supporting select national projects that strengthen the national infrastructure of the dance, jazz, presenting and/or theatre fields. The Fund for National Projects is the only component of the Arts Program's strategy for which the foundation reviews applications from individual producing or presenting organizations and convenes expert panels to identify projects for direct DDCF support. For more information on these two areas, see foundation web site.

Arts Program- Organizational Transformation To complement its support for artistic creation and distribution, the Arts Program works to build strong organizations to serve performing artists. Through competitive initiatives administered by intermediary organizations, the foundation offers grants to support planning, technical assistance and implementation for bold, innovative approaches to addressing challenges facing the performing arts: the impact of technology, the loss of audiences and/ or changes in

Children - Boys Funding Source Report 19 leadership. To receive funding, individual arts organizations and artists must apply to the intermediary organizations that administer DDCF-funded initiatives. The foundation does not make grants directly to producing or presenting organizations or to individual artists under this component of the Arts Program's strategy. Information about funding opportunities in the following areas can be found on foundation web site: 1) Dance/USA Engaging Dance Audiences Program; 2) EmcArts' Innovation Lab for the Performing Arts; 3) Mid Atlantic Arts Foundation jazz.NEXT Program; 4) Leading for the future: Innovative Support for Artistic Excellence; 5) Theatre Communications Group's Audience R(E)volution.

Arts Program- Performing Artists Initiative This is a special initiative of the Doris Duke Charitable Foundation (DDCF), providing pioneering support to individual artists while adding $50 million to the foundation’s substantial existing commitment to contemporary dance, jazz, theatre and related interdisciplinary work. Over the course of ten years, the three- part Performing Artists Initiative will provide awards to more than 200 artists, as well as a range of dance companies, theaters and presenters. Unlike other grants, the new DDCF fellowships will not be project based. Instead, they will give artists flexible and unrestricted multi-year support, enabling them to take creative risks, explore new ideas and pay for important needs such as healthcare. The third sub-initiative will support artist residencies designed to increase demand for jazz, theatre, contemporary dance and related interdisciplinary work at nonprofit arts organizations. See foundation web site for specific award categories.

Child Well-being Prog ram Beginning in late 2011, the Child Well-being Program (then called the Child Abuse Prevention Program) began a process of reflection and consultation, concluded in late 2012, and led to a reframing of the program mission statement to focus more directly on child well-being as the primary desired outcome and to a revision of the application of its strategy goals. The mission of the program is to promote children’s healthy development and protect them from abuse and neglect. It favors a public health approach and is especially interested in place-based, whole-community approaches that seek to engage a range of participants from various disciplines to ensure that family wellbeing is supported by strong communities. Unsolicited proposals are not being considered at this time.

Clinical Research Experiences for Hig h School Students The program provides clinical research and enrichment activities for high school students from underrepresented minorities in medicine, with the long-term goal of increasing the diversity of the biomedical research workforce. The program is administered through nine institutions with established research programs for students from minority groups that are underrepresented in medicine. Each institution is responsible for overseeing the selection of up to10 students per year and providing a mentored, clinically relevant research experience.See foundation web site for a list of participating institutions.

Clinical Research Mentorship The program provides previously funded Doris Duke investigators the opportunity to foster the next generation of clinical researchers by mentoring a medical student for one year.Each mentor is required to provide a 12-month, full-time clinical research experience for the student mentee. Each mentee must be willing to take 12 months out from medical school, typically after the third year of school. Teams receive $64,800 over one year, inclusive of a $29,000 stipend for the student.New grants are not being offered at this time.

Clinical Scientist Development Award The program provides grants to junior physician-scientists to facilitate their transition to independent clinical research careers. It was created to provide mentored research funding to early career physician-scientist faculty to enable their transition to independence. All applicants are required to complete a web- based questionnaire assessing their eligibility to apply for this award. If eligibility criteria are met, applicants will be automatically directed to the web-based pre-proposal form. It is strongly suggested that potential applicants see the foundation web site to review the Request for Applications page prior to accessing the eligibility questionnaire.

Disting uished Clinical Scientist Award The program recognizes outstanding mid-career physician-scientists who are applying the latest scientific advances to the prevention, diagnosis, treatment, and cure of disease, and enables them to mentor the next generation of physician-scientists conducting clinical research. Distinguished Clinical Scientist Awards provide grants of up to $1.5 million over five to seven years. New grants are not currently being offered. To be notified of future competitions, sign up for the Medical Research Program's mailing on program's web page.

Employee Matching Gifts The foundation matches the contributions of its employees to charitable organizations.

Environment Stewardship in the Tri-State Area The foundation supports wildlife habitat conservation, efficient built environments and connecting people living in urban areas with the environment through the following approaches:1) Support exemplary green projects and policies that improve the built and natural environment of New York City. Grants support ambitious efforts undertaken by New York City and nongovernmental organizations to reduce energy consumption in the building sector. In addition, its “urban greening” efforts focus on protecting natural areas in the five boroughs, as well as promoting urban agriculture and other forms of green infrastructure that can help the City achieve its ecological goals; 2) Support a sustainable agriculture system in the Tri-State area that benefits people and wildlife. Grants support a local, sustainable food system in New York City and its “food shed” (i.e., areas such as the Hudson River Valley and New Jersey) that features organic, regenerative, and wildlife-friendly farming practices.

Grants to Individuals Prog ram Supports physician-scientists in the U.S. at different stages of their careers and innovative and multidisciplinary approaches to clinical research conducted with human subjects. Grants for projects selected through the RFP process are then made to non-profit medical institutions on behalf of individual investigators or project directors.

Innovations in Clinical Research Award The program provides funding for early-stage research projects in clinical investigation to foster innovations in clinical research that advance the prevention, diagnosis and treatment of human disease. The award provides three-year grants of $486,000 each to investigators conducting clinical research that has the potential to accelerate innovative breakthroughs in sickle cell disease.

International Clinical Research Fellowship The program provides fellowships for U.S.-based medical students to take a year out from school to conduct mentored clinical research in developing countries.The long-term goal of this program is to develop the next generation of clinical investigators working in global health.It is administered through six U.S. medical schools with established programs in global health research. Each school is responsible for overseeing the selection of applicants and providing the mentored research experience. Each institution will offer three fellowships per year. Students must be matriculated at a U.S.-based medical school to be eligible for the fellowship. See foundation web site for a list of participating schools.

20 Children - Boys Funding Source Report Land Conservation in an Era of Climate Change The foundation's grant-making is designed to provide frameworks and concrete examples of how practitioners can protect biodiversity in light of climate change through strategic land conservation. The program's adaptation efforts focus on three critical land conservation activities undertaken by non-profit organizations and government natural resource agencies: A) Habitat conservation planning (i.e., the identification of which sites should be conserved in their natural state to benefit wildlife); B) Permanent land protection (i.e., the acquisition of conservation easements or fee title to secure high priority sites); and C) Management of lands already in protected status. The goal for each of these activities is to encourage the conservation community to augment the dominant species-based approach to wildlife conservation with a focus on maintaining ecosystem functionality as climate change takes hold. The program has adopted three approaches to achieve its objectives: 1) Identifying resilient landscapes; 2) Protecting resilient landscapes; and 3) Managing conserved lands.

Strengthening The Conservation Field The program has adopted the following approaches to strengthen organizations focused on the conservation and management of wildlife habitat: 1) Diversifying the workforce. The foundation seeks to increase the number of people from urban, under-represented communities in the conservation workforce; 2) Increasing public conservation funding. Achieving the protection of wildlife habitat at the necessary scale requires resources beyond what private foundations can provide. Significant public investments in land conservation are also needed and the foundation supports a number of organizations that aim to increase public funding for wildlife habitat conservation in the United States; 3) Building the capacity of the land trust community. Through land capital grants, the foundation relies upon non-profit land trusts to secure interests in land from private landowners to permanently protect high-priority wildlife habitat.

Wildlife and Energ y Development As the United States shifts to a more climate-friendly system of power generation, the footprint of energy development across the landscape is expanding.Concerted efforts are needed now to help ensure that clean-energy facilities are built expeditiously but in a way that does not destroy or fragment wildlife habitat more than necessary. The foundation pursues these objectives by the following approaches: 1) Siting of renewable energy infrastructure. The program support efforts to inform government energy and land management policies that govern the siting of utility-scale solar, wind, and geothermal facilities, as well as related transmission lines; 2) Increasing energy efficiency in the buildings sector. The program works to reduce energy demand by focusing on increasing energy efficiency in the buildings sector.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Henry Luce Foundation, Inc. New York City, NY - Education, Arts and Culture, Human Services, Health Organizations, Mental Health/Cris is Services Surdna Foundation, Inc. New York City, NY - Recreation, Environment, Community Development, Arts and Culture, Agriculture/Food Rockefeller Brothers Fund, Inc. New York City, NY - Environment, Philanthropy/Voluntaris m, Agriculture/Food, Recreation, Arts and Culture The Commonwealth Fund New York City, NY - Health, Community Development, Medical Research, Animals/Wildlife, Health Organizations Arcus Foundation New York City, NY - Civil/Human Rights, Environment, Community Development, Human Services, Agriculture/Food The Edna McConnell Clark Foundation New York City, NY - Community Development, Animals/Wildlife, Education, Recreation, Employment

Applications/RFPs The foundation staff responds to all letters of inquiry, however, it should be noted that very few grants result from unsolicited letters of inquiry. Do not send binders, books, CDs, videotapes, or audiotapes Application form not required. Applicants should submit the following : 1. Explanation of why grantmaker is considered an appropriate donor for project 2. Brief history of organization and description of its mission 3. Detailed description of project and amount of funding requested

Initial Approach: Online Letter of inquiry (2 pages) Final notification: 2 months for letter of inquiry GIVING LIMIT AT IONS Giving on a national basis. No support for toxic issues, litigation, the visual arts, museums or galleries, or arts programs for rehabilitative or therapeutic purposes. No grants to individuals (except through special foundation programs), or for conferences or publications.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,874,496,418 $84,437,306 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $84,433,213 Qualifying Distributions: $94,647,669

Giving Activities include: $84,437,306 for grants

Who's Who See who can introduce you to someone at Doris Duke Charitable Foundation, Inc.

Officers and Trustees (14) Staff (17)

Children - Boys Funding Source Report 21 Anthony S. Fauci, MD Vice-Chair. Lola Adedokun, M.P.H. Prog. Dir., African Health Initiative and Child Well- Peter A. Nadosy Chair. and Trustee being Peter Simmons C.O.O. Linda Diamond Prog. Assoc., Grants Admin. Jeffrey Heil C.I.O. Adrienne Fisher Dir., Grants Admin. and Eval. Eileen Oberlander Cont. and Dir., Finance Lillian Osei-Boateng Prog . Assoc., Arts Anne Hawley Emeritus Guli Basu Mg r., Info. Svcs. John J. Mac k Emeritus Sindy Escobar-Alvarez Prog. Off., Medical Research Harry B. Demopoulos, MD Phenisher Harris Prog. Assoc., Grants Mgmt. Kathy Halbreich Bets y Myers , Ph.D Prog . Dir., Med. Research Nannerl O. Keohane Zeyba Rahman Sr. Prog. Off., Building Bridges Prog. Angela K. Mwanza Maurine D. Knighton Prog. Dir., Arts Jide Zeitlin Sacha Spector Vishakha N. Desai Rumeli Banik, Ph.D Prog. Off., Child Well-being Marie Lynn Miranda Thomas Carney Accounting Mgr. Lynn Pipitone Sr. Accountant Jame s Eodic e Dir., Human Resources Veronica Mayes Human Resources Assoc. Nicole Cruz Human Resources Asst.

Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Doris Duke‡

Doris Duke Charitable Foundation, Inc. Independent foundation EIN 137043679 LOCATION CONTACT INFORMATION 650 5th Ave., 19th Fl. Telephone: (212) 974-7000 New York City, NY United States 10019-6108 Fax: (212) 974-7590 ADDITIONAL LOCATION INFORMATION URL: www.ddcf.org County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12

MEMBERS HIPS Affinity Groups Africa Grantmakers' Affinity Group Consultative Group on Biological Diversity Asian Americans/Pacific Islanders in Philanthropy, Grantmakers for Effective Organizations Inc. Grantmakers in Health Community Food Funders Grantmakers in the Arts Health Research Alliance

Associations and Other Philanthropic Organizations Africa Grantmakers' Affinity Group Nonprofit Coordinating Committee of New York, Inc.

22 Children - Boys Funding Source Report Ewing Marion Kauffman Foundation Kansas City, MO, United States | www.kauffman.org | (816) 932-1000 | [email protected]

Funding Interests SUBJECT S Business promotion, Community and economic development, Economic development, Education, Elementary and secondary education, Entrepreneurship, Foundations, Higher education, Human services, Mathematics, Nonprofits, Out-of-school learning, Performing arts, Philanthropy, Public policy, Science, Youth development

GEOGRAPHIC FOCUS National, Missouri, Kansas, Spain, Italy, District of Columbia, India, South Korea, China, Austria, Massachusetts, New York, Dominican Republic, California

POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Convening, Curriculum development, Emergency funds, Fellowships, General support, Policy, advocacy and systems reform, STRATEGIES Program evaluations, Program support, Research TRANSACTION TYPES Employee matching gifts, Matching grants, Program-related investments

ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The foundation's mission is to help individuals attain economic independence by advancing educational achievement and entrepreneurial success, consistent with the aspirations of its founder Ewing Marion Kauffman. To fulfill the mission, the foundation: 1) Identifies opportunities where application of the foundation's people, ideas, and capital can benefit society in significant and measurable ways; 2) Develops innovative, research-based programs leading to practical, sustainable solutions that are widely accepted and implemented; 3) Treats the Kansas City region as a program incubator where feasible, in which new approaches can be tried and tested before being disseminated nationally; and 4) Partners with others to leverage its resources and capabilities while avoiding the creation of dependency.

Backg round Established in 1966 in MO - The foundation was established in the mid-1960s by Kansas City entrepreneur, baseball team owner, and philanthropist Ewing Marion Kauffman. Ewing Kauffman's personal wealth provided the asset base for the foundation during his lifetime. The foundation has an asset base of over $1.7 billion

Prog ram Areas (9) After-school and Summer Enrichment Programs Awards grants to nonprofit organizations that offer after-school and summer enrichment programs for Kansas City's underserved youth. An emphasis is placed on programs that serve students in the urban core, kindergarten through high school. These programs – offering a variety of tutoring, mentoring, and academic-enrichment activities beyond the normal school day – provide a channel of funding for projects typically considered to be outside the scope of the Foundation's work in education and entrepreneurship.

Educ ation The foundation focuses on: 1) Early Childhood Education; 2) Quality Schools; 3) Postsecondary Access and Completion; 4) Teachers and Leaders; 5) Innovation and Engagement.

Entrepreneurship The foundation works twith entrepreneurs, empower them with tools and resources, and work to break down barriers that stand in the way of starting and growing their businesses.

Ewing Marion Kauffman Prize Medal for Distinguished Research in Entrepreneurship The prize was established to inspire promising young scholars to contribute new insight into the field of entrepreneurship. The Medal, which includes a $50,000 prize, is awarded annually to one scholar under age 40 whose research has made a significant contribution to the literature in entrepreneurship.

Ewing Marion Kauffman School The Ewing Marion Kauffman School’s mission can be summed up in three words: create college graduates. Founded in 2011 by the Ewing Marion Kauffman Foundation, this free, public charter school offers a rigorous college preparatory education. Adding one fifth grade class per year, by 2018 Kauffman School will serve more than 1,100 students grades five through twelve. The Kauffman School design is based on inspiring examples of charter schools throughout the country that are helping urban students achieve at very high academic levels in preparation for success beyond high school and throughout their lives. .

Grants to Individuals Prog ram Fellowships to Ph.D. students who are completing a dissertation relating to entrepreneurship. Awards also for research in entrepreneurship.

Junior Faculty Fellowship in Entrepreneurship Research The Kauffman Foundation will award up to five Junior Faculty Fellowship grants to junior faculty members whose research has the potential to make significant contributions to the body of literature about entrepreneurship. Each fellow's university will receive a grant of $35,000 over two years to support the research activities of the fellow. Nominees must be tenured or tenure-track junior faculty members at accredited U.S. institutions of higher education who received a Ph.D. or equivalent doctoral degree.

Children - Boys Funding Source Report 23 Kauffman Fellowship The fellowship is a two-year program dedicated exclusively to the world of innovation investing. While working full-time at an investment organization (including venture, angel, accelerators, policy, corporate, and impact), fellows receive a structured curriculum with an individual development plan, executive coaching, facilitated mentoring, and peer learning and networking – all with a focus on giving back and on one’s responsibility as an emerging leader in the industry. Fellows are selected from two pools of candidates: those who are looking to enter the venture capital industry (who apply via the Finalist selection process), and those who are currently employed in the industry (who apply via the Affiliate selection process). Both groups complete an online application, provide professional references, and go through an interview process. Tuition for the 24-month program is $72,500, payable by the sponsoring firm at program orientation. The program receives several hundred applications each year and selects approximately 35 individuals for each class. See foundation web site for a list of some of the participating global venture firms, detailed information on the program and detailed information on each application process.

Scholarship Program: Kauffman Scholars We believe every child should receive a high-quality education, regardless of race or income. We're about what works for kids and what they need to succeed. We work with communities in Kansas City, investing in quality programs that support student success from pre-kindergarten through college. Our work aims to provide young people the education required to pursue their dreams and become successful, productive citizens in Kansas City and beyond." For KC Scholars, their goal is to serve at least 2,500 students over the course of 10 years with a total of $79 million. Ultimately, they're aiming for a 75% graduation rate among their students. Average scholarship: $5,000-$10,000 What Program Covers: Tuition or other educational expenses Degree Program: Undergraduate Degree Geographic Scope of Student: Students and professionals in the KC area Host Countries: USA Population Served: Low to middle income residents of KC area Program Model: Community participation; region-based Additional Information: 1) https://www.kauffman.org/what-we- do/education 2) http://www.kcscholars.org/wp-content/uploads/2017/11/KCS.Report1.Exec_.Summary.pdf 3)http://www.kcscholars.org/wp- content/uploads/2018/04/Key-Points-2018-Award-Recipients.pdf 4) .

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Anheuser-Busch Foundation Milwaukee, WI - Education, Animals/Wildlife, Community Development, Health, Arts and Culture William T. Kemper Charitable Trust Kansas City, MO - Arts and Culture, Education, Community Development, Safety/Dis asters, International/Foreig n Affairs The Deramus Foundation Inc. Overland Park, KS - Agriculture/Food, Education, Community Development, Health, Arts and Culture Open Society Institute New York City, NY - Civil/Human Rights, Employment, Education, Agriculture/Food, Medical Research The Isabel Foundation Flint, MI - Health, Education, Human Services, International/Foreig n Affairs, Community Development The PepsiCo Foundation, Inc. Purchas e, NY - Education, Animals/Wildlife, Community Development, Health, Recreation

Applications/RFPs To receive a copy of the foundation's Guidelines for Grantseekers brochure, visit foundation's web site or send a request via e-mail or by mail Application form not required. Applicants should submit the following : 1. Explanation of why grantmaker is considered an appropriate donor for project 2. Statement of problem project will address 3. Results expected from proposed grant 4. Timetable for implementation and evaluation of project 5. Detailed description of project and amount of funding requested

Initial Approach: Letter of inquiry, less than 3 pages Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None Final notification: As soon as possible GIVING LIMIT AT IONS Giving limited to the U.S., with emphasis on the bi-state metropolitan Kansas City area (KS/MO) for K-12 education initiatives focused on math and science. No support for international programs, political, social, fraternal, or arts organizations, and capital campaigns or construction projects. No grants for fund endowments, or for special events.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $2,430,928,764 $74,463,759 Gifts Received: $0 TOTAL ASSETS T OT AL GIVING Expenditures: $124,744,417 Qualifying Distributions: $111,260,449

Giving Activities include: $74,463,759 for grants

Who's Who See who can introduce you to someone at Ewing Marion Kauffman Foundation

24 Children - Boys Funding Source Report Officers and Trustees (17) Staff (18) Janice Kreamer Chair. and Trustee Jennifer Anzalone Dir., HR Wendy Guillies C.E.O. and Pres. Rebecca Haessig Dir., Education Initiatives Dane Stangler V.P., Research and Policy Gloria Jackson-Leathers Dir., Kansas City Civic Engagement Thom Ruhe V.P., Entrepreneurship Lisa Murray Dir., Investments Aaron North V.P., Education E.J. Reedy Dir., Research and Policy Kristin Bechard V.P., Finance and Admin. Corey Scholes Dir., Education Mary McLean C.I.O. Robert Strom, Ph.D Dir., Research and Policy John E. Tyler, III Genl. Counsel Wendy Torrance Dir., Entrepreneurship Jeannine Strandjord Debbie McKown Grant Coord. Julia Irene Kauffman Dominique Pahud Dir., Research and Policy Barbara Mowry Barbara Pruitt Dir., Comms. Benno C. Schmidt, Jr. William Weeks, IV Dir., Knowledge Engineering in Investments Michael Schultz Evan Absher Prog. Off., Entrepreneurship John Sherman Lara Arnold Research Coord., Entrepreneurship Michael Stolper Lynn Bainter Mg r., HR Earl Martin Phalen Katie Baker Events and Sponsorships Mgr., Comms. Hillary Beuschel Sr. Prog. Off., Entrepreneurship Loni Banka Exec. Asst., Comms. Kate Beebe Sr. Analyst, Finance

Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Ewing M. Kauffman‡

Ewing Marion Kauf f man Foundation Independent foundation

EIN 436064859 LOCATION CONTACT INFORMATION PUBLICATIONS 4801 Rockhill Rd. Contact: Barbara Pruitt, Dir., Comms. Application guidelines Kansas City, MO United States 64110-2046 Telephone: (816) 932-1000 Annual report ADDITIONAL LOCATION INFORMATION Fax: (816) 932-1100 Financial statement County: Jackson E-mail: [email protected] Grants list Metropolitan area: Kansas City, MO-KS URL: www.kauffman.org Newsletter Congressional district: Missouri District 05

MEMBERS HIPS Affinity Groups Grantmakers for Education

Children - Boys Funding Source Report 25 Gladys and Roland Harriman Foundation New York City, NY, United States | (212) 493-8185

Funding Interests SUBJECT S Child welfare, Diseases and conditions, Education, Health, Hospital care, Human services

GEOGRAPHIC FOCUS National, Maine, Idaho, Canada, New York

SUPPORT Annual campaigns, Capital campaigns, Endowments, General support STRATEGIES TRANSACTION TYPES Employee matching gifts, Matching grants

ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities Giving primarily for education; support also for youth and social service agencies, arts and cultural organizations, and health agencies and hospitals.

Backg round Established in 1966 in NY - Founded by the late Roland and Gladys Harriman. Roland Harriman was a co-founder of the banking firm Harriman Brothers, which merged with Brown Brothers & Co. to form Brown Brothers Harriman & Co.

Prog ram Area Matching Gift Program The foundation matches directors' gifts to qualified organizations.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Abner Rosen Foundation, Inc. New York City, NY - Education, Community Development, Arts and Culture, Environment, Medical Research The Altus One Fund, Inc. New York City, NY - Health, Education, Community Development, Arts and Culture, Animals/Wildlife The Chilton Foundation Stamford, CT - Community Development, Arts and Culture, Education, Environment, Health The Thompson Family Foundation, Inc. New York City, NY - Arts and Culture, Health, Education, Community Development, Recreation The Zegar Family Foundation New York City, NY - Education, Health, Arts and Culture, Community Development, Philanthropy/Voluntaris m The Rice Family Foundation Bedford, NY - Education, Arts and Culture, Environment, Health, Community Development

Applications/RFPs Application form not required. Applicants should submit the following : 1. Copy of IRS Determination Letter 2. Brief history of organization and description of its mission 3. Detailed description of project and amount of funding requested

Initial Approach: Letter Copies of proposal: 1 Board meeting date(s): May and Nov. Deadline(s): Oct. 1 Final notification: 1 month GIVING LIMIT AT IONS Giving on a national basis. No grants to individuals.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $138,854,922 $7,445,226 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $9,031,215 Qualifying Distributions: $7,755,326

26 Children - Boys Funding Source Report Giving Activities include: $7,445,226 for grants

Who's Who See who can introduce you to someone at Gladys and Roland Harriman Foundation

Officers (11) Donors (2) Elbridge T. Gerry Jr C PRESIDENT/DIRECTOR Note: If a donor is deceased, the symbol (‡) follows the name. Thomas F. Dixon CHAIRMAN/DIRECTOR Roland Harriman‡ Anna T. Korniczky TREASURER Gladys Harriman‡ Barbara O'Connell SECRETARY. Hillary A. Dixon DIRECTOR Marjorie Northrop Friedman DIRECTOR Wilhelm E. Northrop DIRECTOR Anthony T. Enders DIRECTOR Elbridge T. Gerry, III VP/DIRECTOR William B. Tyree DIRECTOR Adam H. Dixon DIRECTOR

Gladys and Roland Harriman Foundation Independent foundation

EIN 510193915 LOCATION CONTACT INFORMATION 140 Broadway, 11th Fl. Telephone: (212) 493-8185 New York City, NY United States 10005-1108 ADDITIONAL LOCATION INFORMATION County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 10

Children - Boys Funding Source Report 27 Kalliopeia Foundation San Rafael, CA, United States | www.kalliopeia.org | (415) 482-1043 | [email protected]

Funding Interests SUBJECT S Climate change, Communication media, Community improvement, Cultural awareness, Ecology, Economic development, Environmental education, Foundations, Higher education, Humanities, Natural resources, Spirituality, Youth development

GEOGRAPHIC FOCUS National, Colombia, Massachusetts, New York, California, Israel, Canada

POPULATION American Indians, Children and youth, Economically disadvantaged people, Indigenous peoples, Low-income people GROUPS SUPPORT Convening, Curriculum development, General support, Program support STRATEGIES ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities Mission: Reconnecting Ecology, Culture, and Spirituality Kalliopeia Foundation is responding to a need—a global challenge—to take spiritual as well as physical responsibility for our common home. Our programs and those we support engage with contemporary issues at their root, with the understanding that ecological, cultural, and spiritual renewal are interdependent. We envision a future rooted in fundamental values, such as compassion, respect, dignity, reverence for nature, and care for each other and the Earth. Our work strives to embody the following core principles: life Is sacred, interconnectedness, innovation, and service. Our current initiatives include our grants program, Emergence Magazine, and the Global Oneness Project.

Backg round Established in 1997 in CA

Prog ram Areas (3) Emergence Magazine Quarterly online magazine with an annual printed edition featuring stories that explore the threads connecting ecology, culture, and spirituality.

Global Oneness Project Global Oneness Project is an education platform offering a free library of award-winning films, photo essays, and articles, accompanied by companion curriculum for teachers.

Kalliopeia Grants Prog ram Funding individuals and programs that model cultural and ecological renewal rooted in connection to a sacred, living Earth.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) May and Stanley Smith Charitable Trust Sausalito, CA - Community Development, Education, Health, Recreation, Arts and Culture Flora Family Foundation Menlo Park, CA - Philanthropy/Voluntaris m, Environment, Education, Recreation, Community Development Amgen Foundation, Inc. Thous and Oaks, CA - Education, Community Development, Mental Health/Cris is Services, Health, Arts and Culture Edgerton Foundation Beverly Hills, CA - Arts and Culture, Environment, Education, Health, Philanthropy/Voluntaris m Blum Family Foundation San Francis co, CA - Education, Philanthropy/Voluntaris m, Arts and Culture, Community Development, Health David and Fela Shapell Family Foundation Beverly Hills, CA - Education, Human Services, Community Development, Philanthropy/Voluntaris m, Health

Applications/RFPs See foundation web site for application guidelines and procedures. Unsolicited full proposals not accepted, but letters of inquiry (LOI) may be sent anytime. LOIs sent solely by e-mail are not accepted. Nonprofit organizations that align closely with the foundation's mission and meet their evaluation criteria will be sent a request for proposal. Application form not required. Applicants should submit the following : 1. Listing of additional sources and amount of support 2. Copy of current year's organizational budget and/or project budget 3. Contact person 4. Listing of board of directors, trustees, officers and other key people and their affiliations 5. Explanation of why grantmaker is considered an appropriate donor for project 6. Copy of IRS Determination Letter 7. Qualifications of key personnel

28 Children - Boys Funding Source Report 8. Copy of most recent annual report/audited financial statement/990 9. Detailed description of project and amount of funding requested

Initial Approach: Letter of inquiry sent via mail only Copies of proposal: 1 Board meeting date(s): Four times per year Deadline(s): Letters of inquiry accepted anytime Final notification: Letter of inquiry responded to in 12 weeks GIVING LIMIT AT IONS Giving limited to the U.S. No support for international organizations. No grants to individuals.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $106,303,390 $6,925,300 Gifts Received: $10,003,000 TOTAL ASSETS T OT AL GIVING Expenditures: $10,872,234 Qualifying Distributions: $9,968,332

Giving Activities include: $6,925,300 for grants

Who's Who See who can introduce you to someone at Kalliopeia Foundation

Officers and Directors (5) Staff (7) Michael Horn Pres. and Director Sohrob Nabatian Prog . Off. D. Thomas Sargent Treas. Alan Zulch Ed. Prog . Off. Zoe Fuller-Rowell Exec. Dir. Cynthia Loebig Prog. Assoc. Daniela Weeren Secy. and Director Teresa Marmorella Office Operations and Grants Mgr. Lisa Kleg er Yuri Futamura Fin. and Admin. Dir. Hannah Merriman Media Prog. Off. Michelle Moore Comm./Outreach Coord. and Prog. Asst.

Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Jubilee Group

Kalliopeia Foundation Independent foundation

EIN 943270387 LOCATION CONTACT INFORMATION PUBLICATIONS P.O. Box 151020 Contact: Grants Committee Informational brochure San Rafael, CA United States 94915-1020 Telephone: (415) 482-1043 ADDITIONAL LOCATION INFORMATION Fax: (415) 457-1054 County: Marin E-mail: [email protected] Metropolitan area: San Francisco-Oakland- URL: www.kalliopeia.org Hayward, CA Congressional district: California District 02

MEMBERS HIPS Reg ional Associations of Grantmakers Northern California Grantmakers

Affinity Groups Association of Small Foundations International Funders for Indigenous Peoples PEAK Grantmaking, Inc.

Associations and Other Philanthropic Organizations International Funders for Indigenous Peoples

Children - Boys Funding Source Report 29 Lilly Endowment Inc. Indianapolis, IN, United States | www.lillyendowment.org | 3179245471

Funding Interests SUBJECT S Arts and culture, Arts services, Christianity, Community and economic development, Community improvement, Disasters and emergency management, Diseases and conditions, Education, Elementary and secondary education, Family services, Foundations, Graduate and professional education, Higher education, Historic preservation, Housing development, Human services, Museums, Nonprofits, Performing arts, Philanthropy, Public policy, Religion, Special population support, Sports and recreation, Theology, Tribal and indigenous religions, Voluntarism, Youth development, Youth organizing

GEOGRAPHIC FOCUS National, Indiana, Ethiopia, Kenya, Canada

POPULATION Academics, Adolescents, Adults, American Indians, Boys, Children, Children and youth, Economically disadvantaged people, GROUPS Ethnic and racial groups, Girls, Homeless people, Infants and toddler boys, Infants and toddler girls, Infants and toddlers, Low-income people, Men, Men and boys, Military personnel, People of African descent, People of Latin American descent, People with disabilities, People with intellectual disabilities, People with physical disabilities, People with psychosocial disabilities, Seniors, Students, Women, Women and girls, Young adults, Young men, Young women

SUPPORT Annual campaigns, Building and renovations, Capital campaigns, Continuing support, Convening, Curriculum development, STRATEGIES Emergency funds, Endowments, Equipment, Fellowships, Financial sustainability, Fundraising, General support, Institutional evaluations, Internships, Land acquisitions, Leadership and professional development, Participatory grantmaking, Pilot programs, Policy, advocacy and systems reform, Professorships, Program evaluations, Program support, Publications, Research, Research and evaluation, Scholarships, Seed money, Technical assistance

TRANSACTION TYPES Employee matching gifts, Matching grants, Pro bono consulting services

ORGANIZAT ION Family foundation TYPES

About Purpose and Activities The endowment supports religion, education, and community development, with special emphasis on initiatives that benefit youth, that foster philanthropic leadership among nonprofit institutions, and that promote the causes of philanthropy and volunteerism.

Backg round Incorporated in June 1937 in IN - Founded by three members of the Lilly Family- J.K. Lilly Sr. and sons J.K. Jr. and Eli Lilly with gifts of stock in Eli Lilly and Co., the family pharmaceutical business. Gifts of stock in Eli Lilly and Co. remain the financial bedrock of the Endowment. The Endowment, however, is a separate entity from the company, with a distinct governing board, staff and location

Prog ram Areas (11) Community Development The program exists to serve institutions that can make a vital difference in the quality of life for Indianapolis and Indiana. The endowment helps support the physical, intellectual, and human service elements critical to flourishing communities. The thrust is to build the capacity of local leadership to pursue local solutions to local problems. The areas of focus are: 1) Indianapolis initiatives, including arts, culture, and preservation, human services, community development and revitalization, and youth development; 2) Indiana initiatives, including community leadership development, United Ways, community foundations, and global perspective and competitiveness; 3) National initiatives, activity is limited to research, evaluation or demonstration projects of significance to Indiana-based institutions; and 4) Economic public policy initiatives, limited to a number of highly circumscribed programs that may advance free market principles and democratic processes. More information is available at www.lillyendowment.org/communitydevelopment.html.

Educ ation The education grantmaking program seeks to advance all areas of education in the state of Indiana. Special emphasis is given to higher education and to programs designed to increase the number of Indiana residents who have a bachelor's degree. The endowment also funds the Teacher Creativity Fellowship Program to promote the personal and professional renewal of Indiana schoolteachers and education professionals. The Lilly Endowment Community Scholarship Program awards full-tuition scholarships to Indiana students attending Indiana colleges and universities. The endowment also supports on an invitational basis efforts to improve higher education opportunities throughout the country for African-Americans, Hispanics and Native Americans. Occasionally, policy-oriented research projects are funded on major educational issues. Visit www.lillyendowment.org/education.html for more information.

Fundraising and Philanthropy The endowment supports programs (nationally and in Indiana) to increase the charitable giving among Americans; funds efforts to create a body of reliable knowledge about giving and fundraising and to encourage scholarly pursuit of the subject. .

Grants to Individuals Prog ram Fellowships for professional and personal renewal to K-12 public and private school educators who are residents of IN.

Leadership Education The endowment supports and nurtures good stewardship among the trustees and executives of the types of charitable organizations it serves; funds scholarship on the characteristics of able trusteeship and good governance of nonprofit organizations.

30 Children - Boys Funding Source Report Matching Gifts The endowment awards incentive grants to encourage employee giving.

Program-Related Investment

Relig ion The primary aim in this field is to deepen and enrich the religious lives of American Christians, principally by supporting efforts to encourage, support and educate a new generation of talented pastors and to strengthen current pastors in their capacities for excellence in ministry. The endowment seeks to help congregations be vibrant, healthy communities of faith, and encourages efforts that make available and accessible the wisdom of the Christian tradition for contemporary life. The endowment supports seminaries, theological schools and other educational and religious institutions that share these aims. Support is also given for projects that strengthen the contributions which religious ideas, practices, values and institutions make to the common good of our society. The endowment funds national and Indiana clergy renewal programs, administered by Christian Theological Seminary, that enable congregations to support their pastors for an extended time of renewal and reflection. Please visit www.lillyendowment.org/religion.html for information on other major religion programs, such as the Program for Theological Exploration of Vocation, and for connections to other Endowment-funded religion projects.

Scholarship Program: Community Scholarship Program The scholarship is designed to raise the level of educational attainment in Indiana and increase awareness of the potential of Indiana’s community foundations to improve the quality of life of the state’s residents. What scholarship Covers: Tuition or other educational expenses Degree Program: Undergraduate degree Geographic Scope of Student: Indiana resident and Indiana high school graduate Host Countries: USA Population Served: Indiana resident Program Model: Region-based; traditional Additional Resources: http://lillyendowment.org/wp-content/uploads/2018/06/annual-report-2017.pdf .

Teacher Creativity Fellowship Prog ram The program supports creative projects that are personally renewing and intellectually revitalizing to individual Indiana teachers and education professionals. Personal renewal and individual intellectual growth continue to be the primary goals of this program. If the proposed projects also will contribute to students' engagement and learning, applicants are encouraged to discuss that aspect in their applications. The endowment will grant up to 100 Teacher Creativity awards of $10,000 each. Proposals will be judged on substance, clarity, originality and feasibility of the project. Proposals simply to develop new course outlines or lesson units typically do not reflect sufficient imagination, creativity, or thought to merit an award. The endowment also encourages teams of eligible individuals to submit collaborative proposals. If a collaborative project is funded, each participant may receive a $10,000 fellowship. Contact: Barbara S. DeHart, Prog. Dir., tel.: (317) 916-7345. See website for eligibility requirements and application procedure.

Youth The endowment supports direct-service organizations in central Indiana, building the capacity of intermediary organizations throughout the state, and provides professional development for the staffs and volunteer leadership of these organizations. The endowment cofounded and participates in the Summer Youth Program Fund, a collective of grantmakers that fund summer youth programs in Marion County.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Ruth Lilly Philanthropic Foundation Wilming ton, DE - Education, Community Development, Health, Arts and Culture, Environment Herbert Simon Family Foundation Indianapolis , IN - Education, Arts and Culture, Community Development, Health, Animals/Wildlife Asante Foundation, Inc. South Bend, IN - Community Development, Education, Human Services, Health, Animals/Wildlife Tom and Julie Wood Family Foundation Inc. Indianapolis , IN - Education, Community Development, Health, Human Services, Animals/Wildlife Blue Sky Foundation, Inc. New Albany, IN - Philanthropy/Voluntaris m, Community Development, Health, Human Services, Education The Melvin and Bren Simon Charitable Foundation Number One Carmel, IN - Community Development, Health, Arts and Culture, Education, Philanthropy/Voluntarism

Applications/RFPs Proposals submitted via fax or e-mail will not be considered Application form not required. Applicants should submit the following : 1. Statement of problem project will address 2. Qualifications of key personnel 3. How project will be sustained once grantmaker support is completed 4. Timetable for implementation and evaluation of project 5. Population served 6. Detailed description of project and amount of funding requested 7. Listing of additional sources and amount of support 8. Copy of current year's organizational budget and/or project budget 9. How project's results will be evaluated or measured 10. Copy of IRS Determination Letter 11. Brief history of organization and description of its mission

Initial Approach: Letter (no more than 2 pages) Copies of proposal: 1 Board meeting date(s): Mar., June, Sept., Nov., and Dec. Deadline(s): None Final notification: Generally 3 to 6 months after formal proposal is submitted

Children - Boys Funding Source Report 31 Additional information: Two-page letter should include a description of the organization and project, as well as the amount of support needed from the endowment. If the project is judged to be of interest to the endowment, one copy of a complete proposal will be requested and should include the items from above and any additional items requested by the endowment staff. All grantseekers receive written notification of decisions GIVING LIMIT AT IONS Giving limited to IN, with emphasis on Indianapolis, for community development projects (including the arts, preservation, capital building funds, operating funds, and social services). Education funding focused principally on Indiana under invitational grant programs. National giving in religion, philanthropic studies, leadership education, and selected higher education initiatives, principally to increase educational opportunities for minorities. Generally, no support for healthcare programs, mass media projects, libraries, individual elementary/secondary schools, or for individual churches (except as part of invitational grant programs). No grants to individuals (except for fellowships awarded under special programs) or for endowments (except in the context of special initiatives).

Financials FOR FISCAL YEAR ENDED 2018-12-31 $15,099,444,583 $511,724,077 Gifts Received: $975,807 TOTAL ASSETS T OT AL GIVING Expenditures: $543,406,899 Qualifying Distributions: $527,040,135

Giving Activities include: $511,724,077 for grants

Who's Who See who can introduce you to someone at Lilly Endowment Inc.

Officers and Directors (16) Staff (25) N. Clay Robbins Chair., C.E.O. ,and Pres. and Director Jessicah Krey Duckworth Prog. Dir., Religion Prog. Sara B. Cobb V.P., Education Judith Cebula Dir., Comms. Diane M. Stenson V.P. and Treas. Charles D. Preston Prog. Dir., Community Devel. Christopher L. Coble V.P., Religion John R. Wimmer Prog. Dir., Religion Ace Yakey V.P., Community Devel. Clarence Crain Prog . Dir., Education Daniel P. Carmichael Barbara S. DeHart Prog . Dir., Education Craig R. Dykstra Ronni KIoth Prog. Dir., Community Devel. William G. Enrig ht, Ph.D Richard O. Ristine Prog. Dir., Community Devel. Charles E. Golden Patricia R. Villars Prog . Dir., Education Eli Lilly, II Jacklyn Dowd Director, Evaluation Mary K. Lisher Robert C. Saler Dir., Lilly Endowment Clergy Renewal Progs., Christian David N. Shane Theological Seminary Peter A. Buck V.P., Investments Ted Maple Prog. Dir., Education and Youth Devel. Ben W. Blanton V.P. , Secy., and General Counsel Susan Haber Prog. Dir., Education and Youth Devel. Julie A. Sieg ler V.P., Admin. Sue Houk Grants Coord. Emily Bryan Cont. Brent Lee Prog. Dir. Sharon Minner Grants Coord., Education and Youth Progs. Vicki Jensen Grants Coord., Religion Chanon Ross Prog. Dir., Religion Brian Williams Prog. Dir., Religion Amelda Butler Coord., Central Svcs. Mary Jo Fuller Librarian and Info. Specialist Tom Petersen IT Specialist Tracie Stuart Coord., Central Svcs. Jackie Dowd Dir., Evaluation Lynn Heckman Financial Assoc.

Donors (4) Note: If a donor is deceased, the symbol (‡) follows the name. Eli Lilly‡ J.K. Lilly, Sr.‡ J.K. Lilly, Jr.‡ Ruth Lilly‡

Lilly Endowment Inc. Family foundation

EIN 350868122 LOCATION CONTACT INFORMATION PUBLICATIONS 2801 N. Meridian St., P.O. Box 88068 Contact: Ronni Kloth, Comm. Dir. Application guidelines Indianapolis, IN United States 46208-0068 Telephone: 3179245471 Annual report (including application guidelines) ADDITIONAL LOCATION INFORMATION Fax: (317) 926-4431 Occasional report County: Marion URL: www.lillyendowment.org Metropolitan area: Indianapolis-Carmel- Anderson, IN Congressional district: Indiana District 07

32 Children - Boys Funding Source Report MEMBERS HIPS Affinity Groups Association of Black Foundation Executives, Inc. Grantmakers for Children, Youth and Families Consortium of Foundation Libraries Grantmakers for Education

Associations and Other Philanthropic Organizations Candid

Children - Boys Funding Source Report 33 Lumina Foundation  

Indianapolis, IN, United States | www.luminafoundation.org | (317) 951-5300 | [email protected]

Funding Interests SUBJECT S Christianity, Communication media, Diseases and conditions, Domesticated animals, Elementary and secondary education, Higher education, Human services, Museums, Performing arts, Public policy, Youth development

GEOGRAPHIC FOCUS National, Haiti, Greece, India, California, Israel, District of Columbia, Dominican Republic, Bulgaria, Indiana, Sri Lanka, Romania, Colombia

POPULATION Academics, Adolescents, Adults, American Indians, Children and youth, Economically disadvantaged people, Ethnic and racial GROUPS groups, Immigrants and migrants, Low-income people, People of African descent, People of Asian descent, People of Latin American descent, Students, Young adults

SUPPORT Capacity-building and technical assistance, Continuing support, Convening, General support, Program evaluations, Program STRATEGIES support, Publications, Recordings, Research, Seed money, Technical assistance TRANSACTION TYPES Employee matching gifts, Matching grants, Pro bono consulting services

ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The foundation's primary goal is to raise the proportion of the U.S. adult population who earn college degrees to 60 percent by 2025. The foundation is dedicated to expanding access and success in education beyond high school.

Backg round Prog ram Area Established in 2000 Matching Gifts The foundation matches the monetary gifts of its employees to charitable organizations.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Melvin and Bren Simon Charitable Foundation Number One Carmel, IN - Community Development, Health, Arts and Culture, Education, Philanthropy/Voluntaris m Eli Lilly and Company Foundation Indianapolis , IN - Education, Health, Arts and Culture, Community Development, Mental Health/Cris is Services The Letterman Foundation for Courtesy and Grooming New York City, NY - Education, Community Development, Health, Environment, Recreation Blue Sky Foundation, Inc. New Albany, IN - Philanthropy/Voluntaris m, Community Development, Health, Human Services, Education The Cummins Foundation Columbus , IN - Animals/Wildlife, Education, Community Development, Recreation, Environment The Challeng e Foundation Atlanta, GA - Education, Agriculture/Food, Community Development, Arts and Culture, Mental Health/Cris is Services

Applications/RFPs See foundation web site for LOI instructions. Only selected LOIs will receive a response Application form required. Applicants should submit the following : 1. Detailed description of project and amount of funding requested

Initial Approach: Online letter of inquiry Copies of proposal: 1 Board meeting date(s): Mar., Jun., Sept., and Nov. Deadline(s): None Final notification: 3 to 6 months GIVING LIMIT AT IONS Giving on a national basis. No support for P-12 education reform, discipline-specific schools of study and training or religious activities (except for activities that promote educational access and success and that serve diverse recipients without regard to their religious background); no grants that support single institutions; and no support for electioneering or lobbying activities. No grants to individuals (except for employee matching gifts), or for scholarships, fundraisers, corporate sponsorships, meetings and conferences (except for those related to a strategic initiative of the foundation), capital campaigns, or endowment funds.

34 Children - Boys Funding Source Report Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,270,789,945 $46,040,104 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $91,487,522 Qualifying Distributions: $76,299,175

Giving Activities include: $46,040,104 for grants

Who's Who See who can introduce you to someone at Lumina Foundation

Officers (21) Donors (2) Jamie P Merisolis President & CEO Note: If a donor is deceased, the symbol (‡) follows the name. Courtney Brown Vice-President of Strategic Impact Senior Vice-President USA Group, Inc. and Chief SLM Holding Corp. Danette Howard Strategy Officer Vice-President of Strategic Debra Humphreys Engagement Vice-President, Finance and Brad A Kelsheimer Investments & CFO & Treasurer Vice-President, Finance and J David Maas Investments & CFO & Treasurer Executive Vice-Presideni, Chief Juan Suarez Vice-President, Communications and Innovation F Joseph Loughrey Director Kathy Davis Director Belle Wheelan Director Alusa Miller Director Mark Yudof Director Michael L Smith Director Laura Palmer Noone Director Allan Hubbard Director Frank D Alvarez Director Matthew Goldberg Director Austan Goolsbee Director James C Lintzentch Director Marie V McDemmond Director Holiday McKiernan Operating Officer, General Counsel & Secretary

Lumina Foundation Independent foundation

EIN 351813228 LOCATION CONTACT INFORMATION PUBLICATIONS P.O. Box 1806 Telephone: (317) 951-5300 Application guidelines Indianapolis, IN United States 46206-1806 Fax: (317) 951-5063 Financial statement ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Grants list County: Marion URL: www.luminafoundation.org Metropolitan area: Indianapolis-Carmel- Informational brochure (including application ADDITIONAL CONTACT INFORMATION guidelines) Anderson, IN E-mail for Lucia Anderson: Newsletter Congressional district: Indiana District 07 [email protected]. Toll free: Occasional report (800) 834-5756

MEMBERS HIPS Affinity Groups Association of Black Foundation Executives, Inc. Grantmakers for Education BoardSource Grantmakers for Effective Organizations Emerging Practitioners in Philanthropy Mission Investors Exchange, Inc. National Committee for Responsive Philanthropy The Philanthropy Roundtable Youth Transition Funders Group

Associations and Other Philanthropic Organizations Youth Transition Funders Group

Children - Boys Funding Source Report 35 MetLife Foundation

New York City, NY, United States | www.metlife.com/metlife-foundation | (212) 578-7048 | [email protected]

Funding Interests SUBJECT S Arts and culture, Basic and emergency aid, Business and industry, Community and economic development, Credit unions, Disaster relief, Diseases and conditions, Diversity and intergroup relations, Economic development, Economics for youth, Education, Education services, Family services, Financial counseling, Financial services, Food banks, Foundations, Health, Higher education, Housing development, Human services, International development, Leadership development, Microfinance, Museums, Nonprofits, Performing arts, Social enterprise, Special Olympics, Special population support, Sustainable development, Urban renewal, Youth development, Youth mentoring

GEOGRAPHIC FOCUS National, International, Pennsylvania, District of Columbia, Illinois, California, Massachusetts, New York, India, Latin America, Peru, South Korea, Mexico, Brazil, Argentina, Florida, Chile, China, Japan, New Jersey

POPULATION Adults, American Indians, Boys, Children and youth, Economically disadvantaged people, Ethnic and racial groups, Girls, GROUPS Homeless people, LGBTQ people, Low-income people, Men and boys, Military personnel, People of African descent, People of Asian descent, People of Latin American descent, People with disabilities, People with physical disabilities, Retired people, Seniors, Women and girls

SUPPORT Capacity-building and technical assistance, Continuing support, Convening, General support, Institutional evaluations, STRATEGIES Leadership and professional development, Participatory grantmaking, Program evaluations, Program support, Publications, Research, Scholarships, Sponsorships, System and operational improvements, Volunteer development

TRANSACTION TYPES Cash grants, Employee matching gifts, Employee volunteer services, In-kind gifts, Program-related investments

ORGANIZAT ION Company-sponsored foundation TYPES

Related Organizations

Affiliated Company: MetLife, Inc.

About Purpose and Activities The foundation supports programs designed to build financial inclusion and health for low-income individuals and families, with emphasis on household budgets, recovering from the unexpected, and planning for the future. The foundation also supports organizations involved with health and medical research, youth and education, and diversity and inclusion.

Backg round Incorporated in 1976 in NY

Prog ram Areas (8) Employee Matching Gifts The foundation matches contributions made by full-time employees, directors, retirees, and spouses of employees of MetLife to institutions of higher education on a one-for-one basis from $25 to $5,000 per contributor, per year.

Employee Volunteer Programs Through Volunteer Ventures and the MetLife Volunteer Service Awards, the foundation provides grants to nonprofit organizations with which employees of MetLife volunteer.

Employee-Related Scholarships The foundation awards college scholarships to children of associates of MetLife. The program is administered by the National Merit Scholarship Corp. and Scholarship America.

Financial Inclusion The foundation supports programs designed help low- and moderate-income people improve basic cash flow management; prepare for life’s inevitable challenges; take advantage of opportunities; and achieve short- and long- term goals. Special emphasis is directed toward applying technology and innovation for greater impact; leveraging behavioral economics to drive positive change; and advancing new insights and sharing lessons learned.

Grants to Individuals Prog ram Awards to individuals for recognition of outstanding medical research in Alzheimer's disease. Scholarships to children of associates of MetLife, administered by the National Merit Scholarship Corp. Residencies for artists who conduct programs for museums and communities.

Inclusion Plus The foundation in partnership with Verb, a social innovation platform, operates a multi-country competition series to support entrepreneurs, nonprofits, and companies advance financial inclusion to unbanked and underserved people. The competition includes MetLife volunteer mentors and seed funding of up to $150,000 from the foundation. The program is administered by Verb. Visit http://www.inclusionplus.com/ for more information.

36 Children - Boys Funding Source Report Program-Related Investment The foundation established its Social Investment Program in 1984 to expand its philanthropic activities. PRIs serve to underwrite projects in affordable housing, commercial revitalization, land preservation, health and rehabilitative treatment centers, business development, and the arts. PRIs are usually structured as loans and made primarily to nonprofit organizations and their subsidiaries. Occasionally, the foundation may take an equity position, guarantee a loan, or target a special bank deposit to achieve financial or program objectives. Specific purposes of PRIs have included interim financing, land acquisition and facility improvement, and capitalizing housing development projects and earned income ventures. In 1994, the foundation's activities were supplemented with a Social Investment Program using MetLife company funds. Since 1997, nearly all social investments were funded directly through the company. .

Social Investment Prog ram The foundation provides loans and equity investments to organizations that do not meet customary investment criteria of private and institutional investors. Investments are made to projects designed to improve the quality of life for individuals and communities. Special emphasis is directed toward programs designed to promote community revitalization; economic development; and health.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The F. B. Heron Foundation New York City, NY - Recreation, Community Development, Animals/Wildlife, Education, Employment The Overbrook Foundation New York City, NY - Environment, Civil/Human Rights, Recreation, Health, Education The Cissy Patterson Foundation Charles ton, SC - Environment, Community Development, Health, Animals/Wildlife, Medical Research The PepsiCo Foundation, Inc. Purchas e, NY - Education, Animals/Wildlife, Community Development, Health, Recreation Open Society Institute New York City, NY - Civil/Human Rights, Employment, Education, Agriculture/Food, Medical Research The Nathan Cumming s Foundation New York City, NY - Arts and Culture, Recreation, Civil/Human Rights, Agriculture/Food, Health

Applications/RFPs Grant requests are by invitation only Application form not required. GIVING LIMIT AT IONS Giving on a national and international basis, with emphasis in CA, CT, DC, FL, IL, MA, NJ, NY, PA, TX, Brazil, India, Latin America, Mexico, Peru, and South Korea. No support for private foundations, religious, fraternal, athletic, political, or social organizations, hospitals, local chapters of national organizations, disease- specific organizations, labor groups, organizations primarily engaged in patient care or direct treatment, drug treatment centers, community health clinics, or elementary or secondary schools. No grants to individuals (except for employee-related scholarships), or for endowments, courtesy advertising, or festival participation.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $159,281,848 $39,886,380 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $41,260,680 Qualifying Distributions: $43,091,288

Giving Activities include: $39,886,380 for grants $2,180,000 for loans/program-related investments

Who's Who See who can introduce you to someone at MetLife Foundation

Officers and Directors (15) Staff (12) Michael Zarcone Chair. and Dir. Charlie Pettig rew Sr. Business Consultant A. Dennis White C.E.O., Pres., and Dir. April Hawkins Asst. V.P. Oscar Schmidt Nandika Madgavkar Asst. V.P., Corporate Responsibility Eric Steig erwalt Junko Tashiro Head of Financial Inclusion and Corporate Social Michael Yorick Cont. Responsibility Steve Goulart Treas. and Dir. Krishna Thacker Asia Regional Dir., Financial Empowerment Theresa J. Baker Genl. Counsel and Secy. Nalleli Garcia Esther Lee Alison Jarrett Cons ultant Phyllis Zang hi Counsel and Secy. Eve lyn Stark Asst. V.P., Financial Inclusion Jonathan Rosenthal Treas. and Dir. Sarah Willis Prog. Mgr. Robert C. Tarnok Cont. Mavel Jones Mgr., MetLife Employee Engagement Frans Hijkoop Laura Caggiano Michel Khalaf Rebecca Yang Maria R. Morris Christopher Townsend Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Metropolitan Life Insurance Co.

Children - Boys Funding Source Report 37 MetLif e Foundation Company-sponsored foundation

EIN 132878224 LOCATION CONTACT INFORMATION PUBLICATIONS 200 Park Ave., 6th Fl. Contact: A. Dennis White, C.E.O. and Pres. Application guidelines New York City, NY United States 10166 Telephone: (212) 578-7048 Annual report (including application guidelines) ADDITIONAL LOCATION INFORMATION Fax: (212) 578-0617 Financial statement County: New York E-mail: [email protected] Metropolitan area: New York-Newark-Jersey URL: www.metlife.com/metlife-foundation City, NY-NJ-PA ADDITIONAL CONTACT INFORMATION Congressional district: New York District 12 Alternate Phone: (212) 578-7048

MEMBERS HIPS Affinity Groups Committee to Encourage Corporate Philanthropy Grantmakers in Health Grantmakers in Aging Grantmakers in the Arts

Associations and Other Philanthropic Organizations Candid Grantmakers in Aging

38 Children - Boys Funding Source Report Michael & Susan Dell Foundation 

Austin, T X, United States | www.msdf.org | (512) 600-5500 | [email protected]

Funding Interests SUBJECT S Abuse prevention, Child abuse, Child care, Child welfare, Christianity, Community and economic development, Diseases and conditions, Domesticated animals, Education, Education services, Educational management, Elementary and secondary education, Family services, Graduate and professional education, Health care administration and financing, Human services, In-patient medical care, Infant care, Managed care, Nonprofits, Patient social services, School-based health care, Youth development

GEOGRAPHIC FOCUS National, International, Texas, India, California, South Africa, New York

POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Capacity-building and technical assistance, Program support, Systems reform STRATEGIES ORGANIZAT ION Family foundation TYPES

About Purpose and Activities The foundation's mission is to fund initiatives that seek to foster active minds, healthy bodies and a safe environment where children can thrive. It proactively seeks out opportunities to support or develop programs that address five essential focus areas: children's health, education, safety, youth development and early childhood care.

Backg round Established in 1999 in TX - Founded by Michael and Susan Dell. Michael Dell is founder and C.E.O. of Dell, Inc., a multinational technology corporation that develops, manufactures, sells, and supports personal computers and other computer-related products. The foundation is a result of the Dell's passion for supporting children’s causes as a way to make an even greater difference in a measurable way, particularly for those children living in urban poverty.

Prog ram Areas (12) Childhood Health in India Many of India‘s more than 250 million school-age children live in urban slums that lack access to clean water, sanitation or basic health supports. Widespread nutritional deficits among these children lead to stunted growth, impaired learning and high rates of absenteeism from school. The foundation believes that addressing these challenges is both necessary and possible. To that end, it supports community and school-based health programs, and clean water and sanitation interventions in cities nationwide.

Childhood Health in South Africa The program focuses on South African communities where there’s a widespread need to deliver basic services to orphaned and vulnerable children affected by HIV/AIDS. It has also funded a variety of pan-Africa initiatives that provide basic health services including vaccines, and access to clean water, sanitation and better nutrition to specific targ et communities.

Childhood Health in the US The program is working to reverse the trend of children suffering from obesity and early onset of Type 2 diabetes through its childhood obesity prevention and wellness programs that promote healthy eating behaviors, and better access to both healthy foods and safe environments for exercise. Other U.S. health initiatives focus on: 1) Applied pediatric research into the origins of chronic diseases that are a leading cause of premature death; 2) Basic health services for under- and uninsured children; and 3) Childhood safety for neglected and abused children.

Family Economic Stablity The program help families in India ensure better health and education outcomes for their children by helping them achieve baseline economic stability through support of: 1) Urban microfinance institutions that offer a range of financial tools, including microsavings, micropensions and micromortgages; 2) The implementation of meaningful customer protection standards and protocols to evaluate the financial and social performance indicators of the microfinance programs; 3) High quality vocational training programs that focus on employable skills development among young people who have dropped out of school; and 4) The growth of an affordable housing market in urban India.

Grants to Individuals Prog ram Scholarships to graduating seniors participating in the foundation's approved college readiness program.

Program-Related Investment The foundation has made PRIs in the form of equity investments in microfinanace institutions which target urban poor accross India.

Scholarship Program: Dell Scholars Program The mission of the Dell Scholarship initiatives (both the Dell Young Leaders Program and the Dell Scholars Program) is based around the idea that sustained success for students from disadvantaged backgrounds cannot simply be solved with issuing a blank check. The programs are committed to giving the recipients ongoing support (financially, socially, academically, emotionally, etc.) so that they graduate prepared to enter the workforce. Average Scholarship: $11,000-$20,000 What Scholarship Covers: Tuition or other educational expenses Degree Program: Undergraduate degree; Graduate degree Geographic

Children - Boys Funding Source Report 39 Scope of Student: USA Host Countries: USA, South Africa Population Served: Economically disadvantaged people Program Model: Multi-sector Additional Resources: 1) https://impact.msdf.org/wp-content/uploads/2017/10/msdf-dsp-exec-summary_FINAL.pdf 2)https://impact.msdf.org/wp- content/uploads/2017/10/DYL-Case-Study_8_2016_Web.pdf .

Scholarship Program: Dell Young Leaders Program The mission of the Dell Scholarship initiatives (both the Dell Young Leaders Program and the Dell Scholars Program) is based around the idea that sustained success for students from disadvantaged backgrounds cannot simply be solved with issuing a blank check. The programs are committed to giving the recipients ongoing support (financially, socially, academically, emotionally, etc.) so that they graduate prepared to enter the workforce. Average Scholarship: $11,000-$20,000 What Scholarship Covers: Tuition or other educational expenses Degree Program: Undergraduate degree; Graduate degree Geographic Scope of Student: South Africa Host Countries: USA, South Africa Population Served: Economically disadvantaged people Program Model: Multi-sector Additional Resources: 1) https://impact.msdf.org/wp-content/uploads/2017/10/msdf-dsp-exec-summary_FINAL.pdf 2)https://impact.msdf.org/wp- content/uploads/2017/10/DYL-Case-Study_8_2016_Web.pdf .

Social Perfomrance Indicators Success in microfinance has been difficult to evaluate. Even though established norms govern the financial side of the equation, historically there has been little discipline around measuring and reporting on social returns. To help close this gap, the foundation supports a variety of initiatives to establish and drive industrywide adoption of objective microfinance social performance indicators. These include: 1) The Progress Out of Poverty index, which tracks a set of standardized metrics designed to assess the social performance of MFIs; 2) The internationally adopted Common Code of Conduct for Microfinance Institutions; 3) Programs that provide clientele with the necessary financial literacy training to be able to assess the quality and relevance of available financial tools; and 4) The establishment of meaningful norms of institutional governance that balance social and financial ROI.

Urban Education in India To address systemic shortcomings in access to quality schools and improve children’s educational outcomes, the program provides support for: 1) In-school and after-school academic programs that measurably increase student learning levels; 2) Integrated school excellence programs that focus on improving leadership and teacher capabilities and processes, and on improving operations; and 3) High-quality, standardized data and assessment evaluations that enable insights into-and improvement of-student outcomes, instructional quality and school performance. The foundation’s goal using this multifaceted strategy is to ensure that 80 percent of students involved with the programs it supports achieve grade-specific competency by 2018.

Urban Education in South Africa The program's goal is to ensure that young people from disadvantaged backgrounds are admitted to university, that they graduate and that they obtain long- term employment. The initial investments are in the Dell Young Leaders scholarship program, which provides holistic support to vulnerable South African university students to help them through graduation and beyond.

Urban Education in the US The foundation believes that the United States educational system is plagued by a persistent achievement gap among students from different economic circumstances, and racial and ethnic backgrounds. To close this gap, improve student performance and increase graduation rates among affected students, the programs focuses on: 1) Performance-driven education; 2) College preparation and completion, including the Dell Scholars Program; 3) Human capital (educator and school leader training); 4) Quality school options; and 5) Academic and after-school programs.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Rainwater Charitable Foundation Fort Worth, TX - Education, Health, Community Development, Animals/Wildlife, Arts and Culture Laura and John Arnold Foundation Houston, TX - Education, Recreation, Agriculture/Food, Employment, Health The William Stamps Farish Fund Houston, TX - Health, Education, Community Development, Arts and Culture, Environment Robert J. Kleberg , Jr. and Helen C. Kleberg Foundation San Antonio, TX - Health, Environment, Arts and Culture, Education, Community Development Leland Fikes Foundation Dallas, TX - Health, Education, Community Development, Civil/Human Rights, Agriculture/Food The J. E. and L. E. Mabee Foundation, Inc. Tulsa, OK - Community Development, Health, Education, Arts and Culture, Human Services

Applications/RFPs See foundation web site for guidelines and requirements. To begin, use the foundation's "Check Your Eligibility" section on its web site Application form not required. Initial Approach: Submit preliminary grant request online GIVING LIMIT AT IONS Giving on a local (central TX) , regional, national and international basis (international emphasis is on India). No support for medical research. No grants to individuals except for scholarship program, or for fundraisers, sponsorships, lobbying or endowments.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,831,518,540 $89,650,845 Gifts Received: $179,650,356 TOTAL ASSETS T OT AL GIVING Expenditures: $193,577,806 Qualifying Distributions: $152,056,767

Giving Activities include: $89,650,845 for grants

40 Children - Boys Funding Source Report Who's Who See who can introduce you to someone at Michael & Susan Dell Foundation

Officers and Directors (6) Staff (69) Michael Dell Pres. and Director Saurabh Bansal Prog. Off., India Education Susan Dell Chair. and Director Mike Baur Prog. Off., US Education Lorenzo Tellez C.F.O. Radhika Binani Prog. Off., India Family Economic Stability Janet Mountain Exec. Dir. Kevin Byrne Mgr. Dir., US Education Alexander Dell 2nd V.P. and Director Monica Dermott Dir., HR Marc Lis ke r Secy. Geeta Goel Dir., Mission Investing Aliya Hussaini, MD Health Team Lead Jim Kendall Dir., Tech. Megan Matthews Chief Comms. Off. Debasish Mitter Country Dir., India Barun Mohanty Mgr. Dir., India and South Africa Abhijit Nath Prog. Off., India Education Cheryl Niehaus Prog. Off., US Education Jami O'Toole Portfolio Dir., Data Driven Education, US Education Rahil Rang wala Dir., India Family Economic Stability Micah Sag ebiel Prog. Off., US Education Varun Saini Prog. Off., India Family Economic Stability Joe Siedlecki Portfolio Dir., Quality School Options, US Education Oscar Sweeten-Lopez Portfolio Dir., Dell Scholars Prog. Prachi Windlass Dir.,, India Education Nicole Aston Prog. Off., Central Texas Caitlin Baron Country Lead, South Africa Mia Hsu Burton General Counsel Thashlin Govender Prog. Off., South Africa Education Ninfa Murillo Retention Off., Dell Scholars Prog. Palesa Nkabane Prog. Off., South Africa Education Todd Penner Prog. Off., US Education George Prevelge Technolog y Sana Meghani Retention Off., Dell Scholars Prog. Sonja Demps Retention Assoc., Dell Scholars Prog. Virg inia Potter Portfolio Dir., Central Texas Kashyap Shah Prog. Off., India Education Dheeraj Sing h Dir., India Family Economic Stability Santhosh Ramdoss Prog. Off., India Family Economic Stability Vikas Verma Prog. Off., India Education Dean Villet Country Dir., South Africa Helen Vaughn Programme and Partnership Mgr., South Africa Jarred Myers Prog. Off., South Africa Leigh Anne Albert Prog. Off., South Africa Meghan Matthews Carnahan Chief Comms. Off. Alexa Hoisag er Comms. Assoc. Dulari Gandhi Comms. Off. Charu Kohli Mgr. - Comms., International Misty Burns Dir., Finance Meredith Young Dir., Comms. and Marketing Charley Penney Facility Mgr. Katie Walsh Sr. Accountant Lesley-Anne Pretorius Office Admin. Upsana Pathak Office Admin. Ivie Ehiemua Financial Analysis and Accounting Mgr. Marsha Farrier Office Mgr. Leah Jenkins Mg r., HR Rebecca Cross Legal Counsel Aditi Sawhney Prog. Off., Mission Investing Neeraj Aggarwal Prog. Off., Mission Investing Meredith Cunningham Dir., Performance Insights Anil Ramaprasad Performance Insights Off. George Prevelige Sr. Analyst, Research and Data Visualization John Olsson Sr. Analyst, Finance and Opers. Joshua Vincent Data Analyst, Performance Insights Robbie Paras Prog. and Opers. Coord. Semonti Bas u Sr. Analyst, Research and Eval. Beatrice Halbach Eval. Specialist Aaron Booth Business Intelligence Product Mgr. Andy Steinberg Developer, Grantmaking Tools Biplab Basu Technology Mgr., International Opers. Blake Wimpee Team Lead, Global Technology Opers. Bryan Potter Solutions Architect

Children - Boys Funding Source Report 41 Gunjan Gupta Developer, Scholarship Progs.

Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Michael Dell Sus an Dell

Michael & Susan Dell Foundation Family foundation

EIN 364336415 LOCATION CONTACT INFORMATION PUBLICATIONS P.O. Box 163867 Telephone: (512) 600-5500 Grants list Austin, TX United States 78716-3867 Fax: (512) 600-5501 ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: Travis URL: www.msdf.org Metropolitan area: Austin-Round Rock, TX Congressional district: Texas District 25

MEMBERS HIPS Affinity Groups Central Texas Education Funders Mission Investors Exchange, Inc. Grantmakers for Education National Scholarship ProvidersAssociation

42 Children - Boys Funding Source Report New England Foundation for the Arts Boston, MA, United States | www.nefa.org | (617) 951-0010 | [email protected]

Funding Interests SUBJECT S Arts administration, Arts and culture, Arts councils, Arts exchange, Arts services, Communication media, Composition, Cultural awareness, Dance, Folk arts, Higher education, Historical activities, Human rights, International exchange, Museums, Music, Musical ensembles and groups, Musical theater, Performing arts, Public affairs, Public arts, Shelter and residential care, Theater, Visual arts, Vocal music

GEOGRAPHIC FOCUS National, International, Vermont, New Hampshire, Massachusetts, Connecticut, Rhode Island, Maine, Canada, Brazil, Iran, India, New York, Japan, Guatemala, California

POPULATION Academics, Adults, Children and youth, Economically disadvantaged people GROUPS SUPPORT Capacity-building and technical assistance, Conference attendance, Convening, Fellowships, Fundraising, General support, STRATEGIES Grantee relations, Performances, Presentations and productions, Program support, Regranting, Regulation and administration, Research, Technical assistance, Travel awards

TRANSACTION TYPES Grants to individuals

ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities Founded in 1976, NEFA is one of six regional arts organizations established with funding from the National Endowment for the Arts to strengthen the national arts infrastructure by cultivating the arts on a regional level. Today, NEFA’s programs are regional, national, and international in scope, and support artists and communities through grants and other opportunities in dance, music, theater, and public art. Each program and project that is brought to life at NEFA is created with the underlying goal of building a stronger and more dynamic infrastructure for the arts. Convenings, network building, online tools, and a 30+ year history of data-driven research on the economic impact of the arts are essential complements to NEFA’s grantmaking. NEFA is a grantmaker, program initiator, aggregator of resources, and builder of creative partnerships among artists, arts organizations and funders. Our work is generously supported by the National Endowment for the Arts, the New England state arts agencies, foundations, corporations, and individual donors.

Backg round Established in 1976 in MA

Prog ram Areas (6) Center Stage Launched in 2012 and now in its fifth season, Center Stage (www.centerstageUS.org) harnesses the power of the performing arts to increase cross-cultural understanding. An initiative of the U.S. Department of State's Bureau of Educational and Cultural Affairs, Center Stage is a public-private partnership produced by NEFA with general management by Lisa Booth Management Inc. (LBMI). Through Center Stage, performing arts ensembles from abroad participate in individual, month long, custom-designed performance residencies in 5-7 communities across the U.S. Tours provide the opportunity to foster mutual understanding and engage the American people in cultural diplomacy while providing participating artists exposure, professional growth, and the opportunity to directly experience America and Americans for themselves.

Creative Economy Launched in early 2014 and the only regional directory of its kind, www.CreativeGround.org is NEFA's newest online tool to connect and promote New England's creative economy. Free to all users, CreativeGround features in-depth profiles for cultural nonprofits, creative businesses, and artists of all disciplines, with nearly 30,000 profiles and 1,000+ unique visits per week. Site visitors may learn about the creative assets in their own community, search for a particular artist or discipline, or find a venue to host an event. Every two years, NEFA gathers New England leaders who are invested or engaged in creative economy and creative place making projects for networking and practical creative economy workshops prepared by their peers.

National Dance Project During its 20+ year history, NDP has distributed more than $36 million in funding primarily to support the creation and touring of dance works, as well as other initiatives, including production residencies and regionally focused professional development for dance artists. Launched in 1996, NDP is widely recognized as one of the country’s major sources of funding for dance. For 30 years, a series of programs at the National Endowment for the Arts (NEA) supported dance creation and touring in the U.S. As a result of the "culture wars" of the early 90's, congressional cuts to these programs left a void in financial support for dance that threatened the future of dance touring and - ultimately - dance as an art form. In immediate response to the changes, NEFA created a regional program in 1995 to support dance touring in New England called the New England Dance Project. The goal of this program was to develop audiences for dance in New England communities by supporting the touring of dance artists and companies to the region. But it soon became clear that this program needed the support of a national effort. NEFA began conversations with peers and advisors in the dance field to discuss the development of a national program. Dance/USA, the Association of Performing Arts Presenters, and many other peers participated in the design of the National Dance Project (NDP). As designed, NDP's purpose would be to link the creation and touring of new work by building upon artist/presenter partnerships. This approach - linking all aspects of producing a dance work - was created to ensure that a diversity of projects would realize their potential. Linking the support for creation and touring of work not only assists in meeting artists' and presenters' objectives, but also fosters the working relationships between the two. NEFA launched NDP in March 1996 with a two-year leadership grant from the National Endowment for the Arts. The Andrew W. Mellon Foundation provided support with a

Children - Boys Funding Source Report 43 three-year grant for dance touring in New England, which was later renewed for another three years. The John S. and James L. Knight Foundation provided funds for touring activity in the first two years. The Philip Morris Companies, Inc. provided support for touring from 1997-2002, and the Doris Duke Charitable Foundation has granted generous support for production and touring activity since 1999.

National Theater Project In 2009, supported by the Andrew W. Mellon Foundation (AWMF), NEFA conducted a study which identified unrealized potential for theater projects that expand the boundaries of theater in the U.S. Multi-disciplinary presenters, theaters, and audiences nationwide demonstrated an appetite for artist-led, ensemble, and devised theater work. Beginning in 2010, with support from AWMF, NEFA’s 2-year National Theater Pilot tested questions and assumptions about theater development and touring in the U.S. toward the shaping of a fully-realized program of grants and services. Through the Pilot, NEFA and a core group of Advisors identified 12 projects (six selected in each of two years) to help evaluate the National Dance Project model as one means of realizing that potential. Central goals for the Pilot were to support developing productions to tour and to support presenters, ensembles, and producing theaters to take the work to different regions and audiences. Further research and evaluation of the Pilot at various stages assessed how to best support this developing field. In 2012, again with the support of AWMF, NEFA launched the National Theater Project to build on the knowledge gained through the Pilot phase and provide a critical means of support of artist-led, ensemble, and devised theater work. .

New England Presenting and Touring New England States Touring (NEST) provides support to New England-based nonprofit organizations for public presentations and activities by New England artists listed on the CreativeGround directory. These grants aim to give the communities of New England direct access to the artistic excellence and diversity available in this region. The NEST program provides New England artists with the opportunity to build audiences through touring to a variety of communities, thereby increasing demand for their work. NEFA works to encourage thorough planning of projects that provide meaningful interaction between New England artists and communities and remove barriers to participation due to race, gender, disability, sexual orientation, class, age, and geography.

Public Art By investing in artists and a community of practice, NEFA is contributing to the evolving field of public art and inspiring more vibrant public spaces and public life throughout the region. Creative City Boston (CCB) invests in artists of all artistic disciplines who are creating socially-engaged public art in Boston. CCB provides project-specific grants to artists, and additional resources including professional development, technical assistance, access to a peer-learning cohort, and additional support for collaborating organizations through Community Partner Grants. By funding artists directly, NEFA is investing in artists’ creative agency as civic leaders in shifting public culture in Boston to be more equitable, diverse, and inclusive. The program design for Creative City Boston has been informed by an assessment of the three-year pilot phase of Creative City (2015-2018), completed by Animating Democracy. For more information about the pilot phase and learning assessment go to: www.nefa.org/CreativeCityLearning Creative City Boston is currently accepting Concept Proposals for projects that will be implemented in 2020. .

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Howat Family Foundation Providence, RI - Arts and Culture, Education, Health, Medical Research, Philanthropy/Voluntaris m John E. & Elizabeth Kurtz Charitable Foundation Pittsburg h, PA - Education, Arts and Culture, Community Development, Health, Human Services Sam Francis Foundation Glendale, CA - Arts and Culture, Education, Environment, Medical Research The Ithaka Foundation Houston, TX - Arts and Culture, Education, Environment, Recreation, Community Development Felicia Fund, Inc. Providence, RI - Arts and Culture, Education, Medical Research, Environment, Agriculture/Food

Applications/RFPs Grants are awarded to arts organizations with 501(c)(3) status; individual choreographers and artists may apply for grant support if fiscally sponsored by an arts org anization with 501(c)(3) status Application form required. GIVING LIMIT AT IONS Giving on a national basis, primarily in New England, as well as international.

Financials FOR FISCAL YEAR ENDED 2018-05-31 $24,665,801 $3,644,090 Gifts Received: $6,517,858 TOTAL ASSETS T OT AL GIVING Expenditures: $7,502,945 Qualifying Distributions: N/A

Giving Activities include: $3,644,090 for grants

Who's Who See who can introduce you to someone at New England Foundation for the Arts

Governing Body (24) Byron Champlin Resigned June 2017 SECRETARY Andrew Cornell VICE CHAIR Amy Zell Ellsworth DIRECTOR Geoff Hargadon DIRECTOR Jane James Resigned June 2017 DIRECTOR Doug las Keith TREASURER

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44 Children - Boys Funding Source Report Julie Richards DIRECTOR Eliz abeth Theobald Richards DIRECTOR Randall Rosenbaum DIRECTOR Lawrence Simpson CHAIR Ann Smith SECRETARY Pam Tatge DIRECTOR Ted Wendell DIRECTOR Marco Werman DIRECTOR Virg inia Lupi DIRECTOR Carrie Zaslow DIRECTOR Kristina Newman-Scott DIRECTOR T aylor Ho Bynum DIRECTOR Barbara Murphy DIRECTOR Chip Nuwell DIRECTOR Lisa Wong DIRECTOR Jane Preston DEPUTY DIRECTOR; ASST SECRETARY Catherine Edwards EXECUTIVE DIRECTOR, CEO Jug Chokshi DIRECTOR OF FINANCE & ADMIN, ASST TREASURER

New Eng land Foundation f or the Arts Independent foundation

EIN 042593591 LOCATION CONTACT INFORMATION PUBLICATIONS 145 Tremont St, Seventh Floor Telephone: (617) 951-0010 Application guidelines Boston, MA United States 02111 Fax: (617) 951-0016 Annual report ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Newsletter County: Suffolk URL: www.nefa.org Metropolitan area: Boston-Cambridge-Newton, MA-NH Congressional district: Massachusetts District 07

MEMBERSHIPS Affinity Groups Grantmakers in the Arts

Children - Boys Funding Source Report 45 Oberkotter Foundation

Philadelphia, PA, United States | www.oberkotterfoundation.org | (215) 751-2601 | [email protected]

Funding Interests SUBJECT S Diabetes, Ear, nose and throat diseases, Education, Educational management, Elementary and secondary education, Family services, Graduate and professional education, Health, Health care administration and financing, Higher education, Human services, In-patient medical care, Interdisciplinary studies, Rehabilitation, Special needs education, Special population support, Speech and hearing rehabilitation

GEOGRAPHIC FOCUS National, Mexico, New York, Missouri, Guatemala, Massachusetts, Canada, California, Pennsylvania

POPULATION Children, Children and youth, Families, Infants and toddlers, People with disabilities, People with hearing impairments GROUPS SUPPORT General support, Program support, Research STRATEGIES TRANSACTION TYPES Matching grants

ORGANIZAT ION Family foundation TYPES

About Purpose and Activities The foundation limits its grants to educational institutions and centers for the deaf that use the auditory/oral or auditory/verbal method exclusively; research in the area of hearing-impairment where interdisciplinary resources are used.

Backg round Established in 1992 in PA

Prog ram Area Program-Related Investment The foundation has made PRIs in the form of no-interest loans to organizations serving the deaf to fund construction and development costs.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Arnold and Mabel Beckman Foundation Irvine, CA - Education, Mental Health/Cris is Services, Health, Community Development, Environment The Edward E. Ford Foundation Brooklyn, NY - Education, Arts and Culture, Mental Health/Cris is Services, Human Services, Community Development AO North America, Inc. Paoli, PA - Education, Health, Mental Health/Cris is Services Charlotte Geyer Foundation Sarasota, FL - Education, Health, Philanthropy/Voluntaris m, Environment International Retinal Research Foundation, Inc. Birming ham, AL - Education, Health, Mental Health/Cris is Services, Animals/Wildlife, Community Development ABMRF/T he Foundation for Alcohol Research Bel Air, MD - Education, Health, Employment

Applications/RFPs Contributes only to pre-selected organizations Application form not required. GIVING LIMIT AT IONS Giving on a national basis. No support for non-U.S. organizations and entities. No grants to individuals or for capital campaigns, endowments, debt reduction, fundraising events, and sponsorships.

Financials FOR FISCAL YEAR ENDED 2018-11-30 $160,078,523 $10,319,968 Gifts Received: $6,942,739 TOTAL ASSETS T OT AL GIVING Expenditures: $16,737,714 Qualifying Distributions: $15,826,190

Giving Activities include:

46 Children - Boys Funding Source Report $10,319,968 for grants

Who's Who See who can introduce you to someone at Oberkotter Foundation

Officers (5) Staff (5) Mildred L Oberkotter TRUSTEE Wendelyn Demoss PROGRAMS OFFICER HF Bruce Rosenfield TRUSTEE & EXECUTIVE DIRECTOR Luke Davids on WEB DVLMT DIR,HF David Pierson TRUSTEE Lynn Wood PROGRAMS LEADER, HF Amy Newnam Assoc. Exec. Director Jennifer Ransley PLANNING LEADER, HF Teresa Caraway CEO, HEARING FIRST Kathleen Paffhouse Bussey COMMUNITY LEADER, HF

Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Mildred L. Oberkotter Paul Oberkotter‡

Oberkotter Foundation Family foundation

EIN 232686151 LOCATION CONTACT INFORMATION 1600 Market St., Ste. 3600 Telephone: (215) 751-2601 Philadelphia, PA United States 19103-7286 Fax: (215) 751-2678 ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: Philadelphia URL: www.oberkotterfoundation.org Metropolitan area: Philadelphia-Camden- Wilmington, PA-NJ-DE-MD Congressional district: Pennsylvania District 03

Children - Boys Funding Source Report 47 Raskob Foundation for Catholic Activities, Inc.

Wilming ton, DE, United States | www.rfca.org | (302) 655-4440 | [email protected]

Funding Interests SUBJECT S Basic and emergency aid, Catholicism, Child welfare, Christianity, Education, Elementary and secondary education, Family services, Health, Higher education, Human services, In-patient medical care, International development, Nonprofits, Philanthropy, Public health, Religion, Shelter and residential care, Special population support, Sustainable agriculture, Tribal and indigenous religions, Water resources, Youth development

GEOGRAPHIC FOCUS National, International, Global Programs, New York, Delaware, Texas, Uganda, Pennsylvania, India, Maryland, California

POPULATION Academics, Adolescents, Adults, American Indians, Boys, Children, Children and youth, Economically disadvantaged people, GROUPS Ethnic and racial groups, Girls, Homeless people, Immigrants and migrants, Incarcerated people, Indigenous peoples, Infants and toddler boys, Infants and toddler girls, Infants and toddlers, LGBTQ people, Low-income people, Men, Men and boys, Migrant workers, Military personnel, People of African descent, People of Asian descent, People of Latin American descent, People with disabilities, People with hearing impairments, People with HIV/AIDS, People with physical disabilities, People with psychosocial disabilities, People with vision impairments, Seniors, Single parents, Students, Substance abusers, Terminally ill people, Victims of crime and abuse, Women, Women and girls, Young adults, Young men, Young women

SUPPORT Capacity-building and technical assistance, Capital and infrastructure, Convening, Curriculum development, Emergency funds, STRATEGIES Equipment, Faculty and staff development, General support, Land acquisitions, Leadership and professional development, Program evaluations, Program support, Publications, Recordings, Regranting, Seed money, Technical assistance

TRANSACTION TYPES Matching grants, Pro bono consulting services, Program-related investments

ORGANIZAT ION Family foundation TYPES

About Purpose and Activities Giving to support Roman Catholic church organizations and activities worldwide by providing funds to official Catholic organizations for education, training, social services, health, emergency relief, as well as a wide variety of charitable needs.

Backg round Incorporated in 1945 in DE - Mr. Raskob was vice-president of the DuPont Co. and chairman of the finance committee of General Motors Corp., but resigned that position in 1928 to serve as the chairman of the Democratic National Committee. In addition, Mr. Raskob organized the corporation that financed and built the Empire State Building, completed in 1931. The Raskob Foundation for Catholic Activities, Inc., is a membership corporation

Prog ram Area Program-Related Investment Historically, the foundation has made PRIs to Catholic agencies for program and capital support.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Max Kade Foundation, Inc. New York City, NY - Education, Arts and Culture, Health, Mental Health/Cris is Services, Health Organizations Mustard Seed Foundation, Inc. Falls Church, VA - Human Services, Education, Community Development, Recreation, Philanthropy/Voluntaris m Alcoa Foundation Pittsburg h, PA - Education, Community Development, Environment, Recreation, Health

Applications/RFPs The foundation is currently not accepting applications for projects located within the continent of Africa. Applications sent via e-mail will not be accepted Application form required. Applicants should submit the following : 1. Copy of most recent annual report/audited financial statement/990 2. Detailed description of project and amount of funding requested 3. Additional materials/documentation 4. Copy of current year's organizational budget and/or project budget 5. How project's results will be evaluated or measured 6. Brief history of organization and description of its mission 7. Statement of problem project will address

Initial Approach: Applications can be completed and submitted online or request application package via mail or fax on organization letter head, or request downloadable application from foundation web site Copies of proposal: 1

48 Children - Boys Funding Source Report Board meeting date(s): May and mid-Nov. Deadline(s): Applications accepted for spring meeting from Dec. 8 to Jan. 15, for fall meeting from June 8 to July 15 Final notification: 4 months Additional information: For applications from within the U.S., listing in the Official Catholic Directory, published by P.J. Kennedy & Sons, is a requirement. The foundation also requires acknowledgment of the request by the Ordinary of the diocese. (In the case of religious congregations, endorsement may be by the Provincial, Abbot, or Mother Superior along with a copy of their letter to the local Ordinary informing him about the application.) The foundation grants interviews with applicants GIVING LIMIT AT IONS Giving to domestic and international programs affiliated with the Roman Catholic church. No grants to individuals, or for continuing support, annual campaigns, deficit financing (except missions), endowment funds, tuition, scholarships, fellowships, individual research, capital campaigns, building projects prior to the start or after the completion of construction, continuing subsidies, or requests that are after-the-fact by the time of the spring and fall trustee meetings.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $176,529,501 $6,531,550 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $9,845,214 Qualifying Distributions: $8,282,215

Giving Activities include: $6,531,550 for grants

Who's Who See who can introduce you to someone at Raskob Foundation for Catholic Activities, Inc.

Officers (3) Staff (5) Noelle M. Fracyon PRESIDENT Amy L Davis TECHNOLOGY DIRECTOR Theresa G. Robinson EXECUTIVE. V.P. - FINANCE Janine L. Harlam GRANTS ADMINIISTRATOR L. Charles Rotunno, Jr. EXECUTIVE. V.P. - GRANTS Jonathan K. Goff CONTROLLER Maureen P. Horner GRANTS ASSOCIATE Cheryl L. Bailey MEMBER SERVICES

Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. John J. Raskob‡ Helena Raskob‡

Raskob Foundation for Catholic Activities, Inc. Family foundation EIN 510070060 LOCATION CONTACT INFORMATION PUBLICATIONS P.O. Box 4019 Telephone: (302) 655-4440 Application guidelines Wilmington, DE United States 19807-0019 Fax: (302) 655-3223 Grants list ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: New Castle URL: www.rfca.org Metropolitan area: Philadelphia-Camden- ADDITIONAL CONTACT INFORMATION Wilmington, PA-NJ-DE-MD Additional address for overnight delivery: 10 Congressional district: Delaware District At- Montchanin Rd., Wilmington, DE 19807-2166 large

MEMBERS HIPS Affinity Groups Foundations and Donors Interested in Catholic Activities

Children - Boys Funding Source Report 49 Robertson Foundation

New York City, NY, United States | www.robertsonfoundation.org | (212) 984-5700

Funding Interests SUBJECT S Arts and culture, Biodiversity, Christianity, Community recreation, Diseases and conditions, Education, Elementary and secondary education, Environmental justice, Higher education, Hospital care, In-patient medical care, Medical specialties, Natural resources, Protestantism, Youth development

GEOGRAPHIC FOCUS National, North Carolina, Kenya, Ghana, Virginia, United Kingdom, New Zealand, New York

POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT General support STRATEGIES ORGANIZAT ION Family foundation TYPES

About Purpose and Activities Support for education, general and rehabilitative medicine, medical research and philanthropy and voluntarism.

Backg round Established in 1996 in NY - Founded by Julian H. Robertson, Jr., his late wife Josie, and their family. Julian H. Robertson, Jr. is the founder of Tiger Management LLC, an independent investment & wealth management firm. Robertson built it into one of the world’s largest hedge-fund management firms and by mid-1998 assets had soared to about $22 billion. Julian H. Robertson, Jr. has committed to The Giving Pledge, and has pledged to give away at least half of his wealth to philanthropy

Prog ram Areas (5) Environment The program area supports activities that promote a habitable, sustainable environment. The foundation's primary areas of interest within the environment are climate change and marine conservation. Applications not accepted.

Medical Research The foundation has supported select oncology research at a number of leading academic medical institutions in the New York area, such as The Rockefeller University, Cancer Research Institute and Memorial Sloan-Kettering Cancer Center. As it continues to expand its giving in the area of medical research, the Foundation seeks to leverage its dollars with larger grants from the government or other large foundations. Applications not accepted.

Public School Reform The goal is to ensure that all children have access to high-quality educational opportunities. The public school reform initiatives seek to address the challenges which negatively impact student achievement. The program utilizes a two-pronged approach: 1) "Reform from Within" - supporting activities that enhance existing system policies and practices, drive more effective use of resources, and conduct demonstration projects which can be adopted throughout public systems; and 2) Drive Change by Generating External Pressure - encouraging competition by supporting the development of charter schools, voucher programs, and resources that enable informed parent choice. Applications not accepted.

Relig ion and Spirituality The foundation is committed to reinvigorating religious life in the United States and connecting people with a community of faith. It believes that such a connection - regardless of creed or denomination - reinforces ethical behavior and motivates active engagement driven by a concern for others. These desired outcomes cut across all of the foundation's areas of interest.

Robertson Scholars Program The program selects thirty-six new Scholars - half matriculate at Duke University and half at the University of North Carolina at Chapel Hill (UNC). This four-year merit scholarship provides a comprehensive program of summer enrichment opportunities, mentoring, special courses, and unique access to the resources of its two partner universities. For more information see foundation web site.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Lillian Goldman Charitable Trust New York City, NY - Education, Environment, Arts and Culture, Health, Recreation Christy and John Mack Foundation Rye, NY - Education, Community Development, Health, Animals/Wildlife, Arts and Culture Naddisy Foundation, Inc. New York City, NY - Health, Education, Community Development, Philanthropy/Voluntaris m, Environment The Grace and Mercy Foundation, Inc. New York City, NY - Human Services, Community Development, Education, Philanthropy/Voluntaris m, Civil/Human Rights Hertog Foundation, Inc. Palm Beach, FL - Education, Arts and Culture, Agriculture/Food, Philanthropy/Voluntaris m, Medical Research The Hollyhock Foundation, Inc. New York City, NY - Education, Community Development, Human Services, Animals/Wildlife, Arts and Culture

50 Children - Boys Funding Source Report Applications/RFPs Contributes only to pre-selected organizations Application form not required. GIVING LIMIT AT IONS Giving on a national basis. No grants to individuals.

Financials FOR FISCAL YEAR ENDED 2017-11-30 $579,797,047 $106,838,172 Gifts Received: $60,000,000 TOTAL ASSETS T OT AL GIVING Expenditures: $111,509,956 Qualifying Distributions: $111,257,123

Giving Activities include: $106,838,172 for grants

Who's Who See who can introduce you to someone at Robertson Foundation

Officers (13) Staff (5) Julian H. Robertson, Jr. TRUSTEE Sara A. Brennan PROGRAM OFFICER Julian Spencer Robertson TRUSTEE Nina Berdshadker SENIOR PROGRAM OFFICER Julian Hart Robertson, III TRUSTEE Ruth Brenner DIRECTOR OF ADMINISTRATION Alexander Tucker Robertson TRUSTEE Kelsey J. Finkel PROGRAM OFFICER Alexandra Robertson TRUSTEE Katherine Waggoner PROGRAM ANALYST Sarah Robertson TRUSTEE Aaron Stern TRUSTEE Donors (1) John Griffin TRUSTEE Note: If a donor is deceased, the symbol (‡) follows the name. Wyndam Robertson TRUSTEE Julian H. Robertson, Jr. James Freeman TRUSTEE Claire Robertson TRUSTEE Julia Bator EXECUTIVE DIRECTOR John Hood PRESIDENT

Robertson Foundation Family foundation

EIN 137068398 LOCATION CONTACT INFORMATION 101 Park Ave. Telephone: (212) 984-5700 New York City, NY United States 10178-0002 URL: www.robertsonfoundation.org ADDITIONAL LOCATION INFORMATION County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12

Children - Boys Funding Source Report 51 Stephen and Mary Birch Foundation, Inc. Wilming ton, DE, United States | (888) 372-6303

Funding Interests SUBJECT S Arts and culture, Arts education, Basic and emergency aid, Catholicism, Christianity, Crime prevention, Diseases and conditions, Domesticated animals, Education, Fire prevention and control, Health, Higher education, Human services, In-patient medical care, International development, Performing arts, Public administration, Shelter and residential care, Special population support, Sport and hobby museums, Youth services

GEOGRAPHIC FOCUS National, New York, Texas, Jamaica, New Jersey, California, Israel, Italy, Massachusetts

POPULATION Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT General support STRATEGIES TRANSACTION TYPES Grants to individuals

ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The foundation provides funding in support of other nonprofit institutions, communities, and organizations that are or that have been instrumental in strengthening and heightening both culturally and educationally, the impact of research, medical, health, educational, sports, social service, and artistic programs in communities across the nation, from coast to coast.

Backg round Incorporated in 1938 in DE

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Ting Tsung and Wei Fong Chao Foundation Chicag o, IL - Health, Education, Community Development, Arts and Culture, Philanthropy/Voluntaris m The Six Four Foundation Lewisville, TX - Health, Education, Community Development, Philanthropy/Voluntaris m, Animals/Wildlife E. Rhodes & Leona B. Carpenter Foundation Philadelphia, PA - Arts and Culture, Health, Human Services, Education, Community Development Christian Workers Foundation of Alabama Inc Childers burg , AL - Human Services, Education, Community Development, Arts and Culture, Health Todd Wagner Foundation Dallas, TX - Community Development, Education, Health, Arts and Culture, Medical Research

Applications/RFPs Application form not required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Copy of IRS Determination Letter 3. Copy of most recent annual report/audited financial statement/990 4. Detailed description of project and amount of funding requested

Initial Approach: Letter only Copies of proposal: 1 Board meeting date(s): Quarterly Deadline(s): None GIVING LIMIT AT IONS Giving on a national basis. No support for political organizations.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $134,319,768 $6,652,358 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $9,693,316 Qualifying Distributions: $7,963,268

52 Children - Boys Funding Source Report Giving Activities include: $6,652,358 for grants

Who's Who See who can introduce you to someone at Stephen and Mary Birch Foundation, Inc.

Officers (3) Donors (1) Rose Patek President/Tr Note: If a donor is deceased, the symbol (‡) follows the name. Debra D Durkin VP/Secretary Stephen Birch‡ Christopher Patek VP

Stephen and Mary Birch Foundation, Inc. Independent foundation

EIN 221713022 LOCATION CONTACT INFORMATION 103 Foulk Rd., Ste. 200 Telephone: (888) 372-6303 Wilmington, DE United States 19803-3742 ADDITIONAL LOCATION INFORMATION County: New Castle Metropolitan area: Philadelphia-Camden- Wilmington, PA-NJ-DE-MD Congressional district: Delaware District At- large

Children - Boys Funding Source Report 53 Target Foundation Minneapolis, MN, United States | corporate.target.com/corporate-responsibility... | (612) 761-5194 | community.relations@targ et.com

Funding Interests SUBJECT S Arts and culture, Basic and emergency aid, Communication media, Community and economic development, Economic development, Entrepreneurship, Family services, Financial counseling, Housing development, Housing services, Human services, Job creation and workforce development, Museums, Performing arts, Shelter and residential care, Special population support, Visual arts, Youth development

GEOGRAPHIC FOCUS National, Minnesota, Mexico, Haiti, Russia

POPULATION Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Capacity-building and technical assistance, General support, Program support STRATEGIES TRANSACTION TYPES Cash grants

ORGANIZAT ION Company-sponsored foundation TYPES

Related Organizations

Affiliated Company: Target Corporation

About Purpose and Activities The foundation supports programs designed to promote equity for all with a hometown focus; financial security and empowerment with a national focus; and sustainable livelihoods with a global focus.

Backg round Incorporated in 1918 in MN - Each year the Target Corporation distributes an amount equal to five percent of Target Corporation's federally taxable income to support its community giving program

Prog ram Areas (3) Global Grants - Sustainable Livelihoods The foundation supports programs designed to build sustainable economic opportunities for families in communities around the world. Special emphasis is directed toward access to opportunity, including helping organizations and systems create sustainable economic opportunity for families; financial access and inclusion, including access to financial solutions that help families maintain and grow assets; and community empowerment, including tools and knowledge needed to solve problems and shape institutions touching lives. This program is by invitation only.

Hometown Grants - Equity for All The foundation supports programs designed to promote equity for underserved and under-resourced communities that enables shared prosperity and opportunity for all. Special emphasis is directed toward entrepreneurship, workforce development, housing, and asset building. This program is limited to the Twin Cities 7-County Metro Area. Grants range from $25,000 to $200,000.

National Grants - Financial Security and Empowerment The foundation supports programs designed to build financial stability and security through new tools and services that enable individuals to adapt to the changing nature of work. Special emphasis is directed toward skills, opportunities, and resources for individuals with limited income; and helping low-income workers attain financial stability, self-efficacy, control, and dignity over their financial lives. This program is by invitation only.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) R.C. Skoe Foundation Eden Prairie, MN - Arts and Culture, Education, Community Development A. H. Zeppa Family Foundation Duluth, MN - Arts and Culture, Human Services, Community Development, Recreation R. R. W. & Florence Berglund Family Foundation Saint Paul, MN - Community Development, Arts and Culture, Environment, International/Foreig n Affairs Patrick and Aimee Butler Family Foundation Saint Paul, MN - Community Development, Arts and Culture, Environment, Recreation, Employment Lenzmeier Family Foundation Penning ton, NJ - Community Development, Education, Arts and Culture, Animals/Wildlife, Health Shank Family Foundation Sarasota, FL - Arts and Culture, Health, Employment, Community Development

Applications/RFPs

54 Children - Boys Funding Source Report A full proposal may be requested at a later date for Hometown Grants. National and Global Grants are by invitation only, however a general information form is accepted. Application form not required. Initial Approach: Letter of inquiry for Hometown Grants; Complete online general information form for National and Global Grants Board meeting date(s): Varies Deadline(s): Sept. 30 for Hometown Grants GIVING LIMIT AT IONS Giving on a national basis in areas of company operations, with emphasis on the Minneapolis/St. Paul, MN 7-county metropolitan area. No support for discriminatory organizations, religious organizations not of direct benefit to the entire community, or government entities. No grants to individuals, or for sponsorships, fundraising events, endowments, or capital requests .

Financials FOR FISCAL YEAR ENDED 2018-02-03 $523,901 $9,527,000 Gifts Received: $9,750,000 TOTAL ASSETS T OT AL GIVING Expenditures: $9,532,399 Qualifying Distributions: $9,532,274

Giving Activities include: $9,527,000 for grants

Who's Who See who can introduce you to someone at Target Foundation

Officers (3) Staff (1) Corey Haaland Treas. Tracey Burton Dave Donlin Secy. Sr. Dir. Ric k Gome z Tr. Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Target Corporation

T arg et Foundation Company-sponsored foundation

EIN 416017088 LOCATION CONTACT INFORMATION PUBLICATIONS 1000 Nicollet Mall Telephone: (612) 761-5194 Application guidelines Minneapolis, MN United States 55403 E-mail: [email protected] Annual report ADDITIONAL LOCATION INFORMATION URL: corporate.target.com/corporate- Prog ram policy statement County: Hennepin responsibility... Metropolitan area: Minneapolis-St. Paul- ADDITIONAL CONTACT INFORMATION Bloomington, MN-WI Alternate Phone: (612) 696-4706 Congressional district: Minnesota District 05

MEMBERS HIPS Reg ional Associations of Grantmakers Minnesota Council on Foundations Northern California Grantmakers Southern California Grantmakers

Children - Boys Funding Source Report 55 The Andy Warhol Foundation for the Visual Arts New York City, NY, United States | www.warholfoundation.org | 2123877555 | [email protected]

Funding Interests SUBJECT S Art museums, Artist's services, Arts and culture, Arts services, Communication media, Community recreation, Cultural awareness, Higher education, Individual liberties, Museums, Performing arts, Philanthropy, Rehabilitation, Venture philanthropy, Visual arts

GEOGRAPHIC FOCUS National, Lebanon, Mexico, Germany, New York, United Kingdom, Texas, Slovakia, California, Canada, Cuba

POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Convening, Exhibitions, Fellowships, Presentations and productions, Program support, Publications, Research STRATEGIES ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The foundation's purpose is the advancement of the visual arts. The foundation's principal activities are twofold: it awards grants to nonprofit cultural organizations working in the visual arts; and it has responsibility for all aspects of its collection of Andy Warhol's art.

Backg round Established in 1987 in NY - Founded in the name of the late Andy Warhol, whose will dictated that his entire estate, with the exception of a few modest legacies to family members, should be used to create a foundation dedicated to the "advancement of the visual arts." Warhol was a painter, artist and avant-garde filmmaker who was influential in the "pop art" movement. Some of his most popular works included his paintings of iconic American images such as Campbell's Soup Cans, and celebrities such as Marilyn Monroe

Prog ram Areas (2) Curatorial Fellowships This program aims to encourage curatorial research leading to new scholarship in the field of contemporary art. Grants of up to $50,000 are designed to support travel, archival research, convening of colleagues, interviews and time to write.

Regional Regranting Program The program aims to support vibrant, under-the-radar artistic activity by partnering with leading cultural institutions in communities across the country. The program allows the foundation to reach the sizable population of informal, non-incorporated artist collectives and to support their alternative gathering spaces, publications, websites, events and other projects. The foundation plans to expand this program with partner organizations in areas where the level of on-the-ground, self-organized artistic activity is highest.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Arthur M. Sackler Foundation New York City, NY - Arts and Culture Laurents /Hatcher Foundation Inc Riverhead, NY - Arts and Culture, Medical Research, Employment, Civil/Human Rights Teiger Foundation Living ston, NJ - Arts and Culture, Education, International/Foreig n Affairs The Mr. and Mrs. Raymond J. Horowitz Foundation for the Arts, Inc. New York City, NY - Arts and Culture, Education, Environment, International/Foreig n Affairs, Health Organizations Lloyd Rigler Lawrence E. Deutsch Foundation Los Ang eles, CA - Arts and Culture, Medical Research, Education, Recreation, Employment Stockman Family Foundation Trust New York City, NY - Arts and Culture, Education, Mental Health/Cris is Services, Medical Research, Recreation

Applications/RFPs Application form not required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Copy of IRS Determination Letter 3. Timetable for implementation and evaluation of project 4. Detailed description of project and amount of funding requested

Initial Approach: Letter Copies of proposal: 1 Board meeting date(s): Apr., June, Oct., and Dec.

56 Children - Boys Funding Source Report Deadline(s): Mar. 1 and Sept. 1 Final notification: Jan.1 and July 1 Additional information: If more information is desired, the foundation will contact the applicant. Do not send additional material with proposal letter GIVING LIMIT AT IONS Giving on a national basis. No grants to individuals.

Financials FOR FISCAL YEAR ENDED 2018-04-30 $355,634,808 $12,649,154 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $20,557,069 Qualifying Distributions: $16,266,437

Giving Activities include: $12,649,154 for grants

Who's Who See who can introduce you to someone at The Andy Warhol Foundation for the Visual Arts

Officers (18) Staff (5) Joel Wachs President Michael Hermann Licensing Director Donald Warhola Vice President Rachel Bers Program Director Kathleen C. Maurer rREASURER, SECRETARY, CFO Neil Printz Editor, Catalogue Catherine Opie Director James Bewley Sen. Program Officer Shana Ber6er Director Sally King -Nero Carrie Mae Weems Director Ruby Lerner Director Donors (1) Jonathan Lee Director Note: If a donor is deceased, the symbol (‡) follows the name. Trevor Owen Schoonmaker Director Andy Warhol‡ Adam D. Weinberg Director Julian Zug az ag oitia Director Sarah Eliz abeth Lewis Director Courtney Fink Director Igor Maya Dacosta Director Deborah Kass Director John Taft Director Anne Pasternak Director Paul Ha Director

T he Andy Warhol Foundation f or the Visual Arts Independent foundation

EIN 133410749 LOCATION CONTACT INFORMATION PUBLICATIONS 65 Bleecker St., 7th Fl. Telephone: 2123877555 Application guidelines New York City, NY United States 10012-2420 Fax: (212) 387-7560 Biennial report ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Financial statement County: New York URL: www.warholfoundation.org Metropolitan area: New York-Newark-Jersey Grants list ADDITIONAL CONTACT INFORMATION City, NY-NJ-PA Multi-year report E-mail for proposals: Congressional district: New York District 12 [email protected]

Children - Boys Funding Source Report 57 The Atlantic Philanthropies New York City, NY, United States | www.atlanticphilanthropies.org | (212) 916-7300 | [email protected]

Funding Interests SUBJECT S Ethnic and racial minority rights, Human rights, International relations, Special population support

GEOGRAPHIC FOCUS National, International, Australia, Vietnam, Austria, Ireland, Bermuda, Northern Ireland, South Africa, District of Columbia, United Kingdom, Massachusetts, California, New York

POPULATION Children and youth, Ethnic and racial groups, Immigrants, Low-income people, People of African descent, Seniors GROUPS SUPPORT Advocacy STRATEGIES ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The purpose of The Atlantic Philanthropies is to bring about lasting changes in the lives of disadvantaged and vulnerable people. It is committed to making improvements in the lives of people who need change the most. Together with their grantees, the foundation endeavors to make lasting changes for people who are disadvantaged by their economic situation, race, nationality, gender, age, disabilities, immigration status, sexual orientation, political affiliation or religion. Atlantic supports lasting change by: 1) Addressing the root causes of inequity rather than symptoms; 2) Focusing on advocacy for change rather than filling gaps in services; 3) Funding efforts to challenge policies and institutions that systematically exclude or disadvantage people; 4) Building on the strengths of individuals, organizations, communities and movements to advocate on their own behalf and on behalf of others; 5) Supporting institutions and investing in leaders who can work for progressive change over decades; 6) Working in partnership with government, whenever it can advance our goals and those of the organizations we support; 7) Supporting selected capital projects where the physical environment is a critical element of furthering our social justice mission. In keeping with the Giving While Living philosophy of founder, Feeney, Atlantic believes in making large investments to help solve urgent social problems now, so they are less likely to become larger, more entrenched and more expensive challenges later. To that end, Atlantic will become the largest foundation in history to spend down its endowment, and will close its doors by 2020 .

Backg round Established in 1982 - The American businessman Charles “Chuck” F. Feeney established The Atlantic Philanthropies in Bermuda in 1982. Born in 1931 to an Irish-American family from New Jersey, following service with the USAF, Feeney went on to study hotel management at Cornell University in Ithaca, New York. Feeney made his fortune in the duty-free business, co-founding Duty Free Shoppers (DFS). Based at ports and airports, DFS rode the post-World War II boom in tourism to become the largest retailer of luxury goods in the world. By the time Forbes magazine listed Feeney as the world's 23rd richest man in 1988, he had transferred all his business interests to the foundation keeping approximately $5 million to live on. Feeney was the biggest charitable donor in American history up to that point The Atlantic Philanthropies consist of the Atlantic Foundation and the Atlantic Trust, both domiciled in Bermuda; several smaller philanthropies based variously in Bermuda, Great Britain, Ireland, and the United States; and regional service companies that select and evaluate potential grant recipients, oversee grants once awarded, and manage the endowment. Active grantmaking is expected to be completed by 2016 and the grantmaker should close its doors by 2020. Charles F. Feeney, founder of the Atlantic Philanthropies, has committed to The Giving Pledge, and has pledged to give away at least half of his wealth to philanthropy.

Prog ram Areas (6) Ag eing The foundation believes that all older adults have the right to health and economic security as well as to advocate for a better quality of life for themselves and others. In the three countries where the Ageing Program operates – Northern Ireland, the Republic of Ireland and the United States – many older adults confront social and economic challenges that limit their full participation in society and impede their ability to enjoy sound health and economic security. To improve the lives of these older adults, Atlantic believes it is essential to identify and address specific structural barriers and support older adults and others who are challenging them and advocating for change. The Ageing Program focuses on key issues confronting older adults in each country, including poverty, gender, race, religion, failing health and geographic isolation. The programme engages a range of partners, including older adults themselves, particularly those with low incomes and chronic illness. To address these challenges, the Ageing Programme focuses on three complimentary areas: 1) Improving economic and health security through effective advocacy and policy strategies; 2) Strengthening the voice and social action of older people for social justice; 3) Building a more enduring capacity of the age sector .

Children and Youth The foundation believes that every child has a right to education, health, safety and a comprehensive set of services to help them reach their full potential. Significant disparities exist in the support systems and opportunities available to many children, and early investment in their futures is undervalued. The overarching goal of Atlantic’s Children & Youth Program is to address these disparities by creating an enduring capacity to support and advocate for children and youth, particularly those who are disadvantaged on the basis of income, race, gender or sexual orientation. Toward this end, the program seeks to create and support a network of organizations with an enhanced ability to advocate for children, while also delivering specific programme and policy reforms in the short run that will improve the lives of those children and youth who are most in need. The program is active in Northern Ireland, the Republic of Ireland and the United States. To support this strategic vision and advance the interests of children, the Children & Youth Program invests in systemic but focused efforts in each country in which it is active to: 1) Build capacity of organizations at the local, regional and national levels; 2) Strengthen leadership, build networks, unite organizations across issues and regions, and encourage community engagement on behalf of the most vulnerable children; 3) Engage the youth advocacy field, including youth, parents and communities, to advance concrete policy changes .

58 Children - Boys Funding Source Report Founding Chairman Founding Chairman, Charles "Chuck" Feeney, proposes grants to the Board that better the lives of people in a variety of countries. These grants generally pertain to the expansion, usually through co-financing, of building projects for higher education and medical research facilities. A focus of Feeney's support is to encourage medical researchers and university leaders at Atlantic-supported institutions in Australia, the United States and Viet Nam to collaborate on research in an effort to develop biomedical breakthroughs greater than any single institution can achieve alone. The ultimate goal is to generate sustainable scientific progress and improve health care for disadvantaged and vulnerable people. These efforts include the development of human vaccines for dengue fever, animal vaccines to prevent slaughters of herds from epidemics, establishment of advanced neurological imaging facilities and collaboration on nursing projects to tackle skills shortages. Similarly, Feeney had the farsighted plan of supporting higher education in Ireland in the first two decades of The Atlantic Philanthropies. The foundation's investments in many underfinanced institutions and regions of the country increased research and access to education, playing a vital part in strengthening the Irish economy from the 1990s onward .

Population Health The foundation believes that quality health care is a fundamental human right. Atlantic shares the belief that primary health care systems, based on the principles of equity, health promotion and disease prevention, provide the best outcomes in health care. However, some groups of people receive care that differs greatly in quality from that available to others. The Population Health Program seeks to improve health and health care for all, especially vulnerable populations, with an emphasis on delivering quality primary services in local communities and reducing inequities in care and health outcomes. The program is active in a number of countries, including South Africa and Viet Nam. The basis of the program’s work is our belief that publicly funded health care systems, with an ample supply of well-trained primary care professionals, offer the best opportunity for ensuring access to and delivery of quality primary care to all. To develop and strengthen the primary health care systems in the countries in which we are active, the program works in partnership with schools of public health, governments, other foundations, communities, professional associations and nonprofit organizations. Specifically, the Population Health Program supports efforts to: 1) Educate, train and retain clinical, public health and other allied health professionals to improve the delivery of primary care; 2) Introduce, evaluate and replicate model programs for training health professionals, improving clinical care to meet standards of best practice, and delivering care effectively; 3) Invest in physical and digital infrastructure to facilitate the delivery of quality primary care; 4) Encourage grassroots advocacy for those who suffer from current inequities in health services and health outcomes .

Reconciliation and Human Rights The foundation believes that all people should be treated with dignity, respect and fairness, and have full and equal access to civil, political, social, economic and cultural rights. Human rights problems exist everywhere. As a result, the foundation believes that our most important legacy is a sustainable set of organizations with the proven ability to protect and advance rights. Atlantic seeks to build an enduring capacity to protect human rights in the geographies where we work and to promote reconciliation in Northern Ireland and South Africa. The program also operates in the Republic of Ireland and the United States. The Reconciliation & Human Rights Program supports work that mobilizes communities and develops effective leadership within them; builds strong, sustainable organizations that work together to advocate for change; secures legal gains that advance rights; and strengthens the culture of rights and the capacity of people at the margins to secure them. In each geography, the program works to protect the rights of immigrants. In addition, we also have specific priorities in each country, such as protecting people with disabilities in the Republic of Ireland and Northern Ireland, integrating education in Northern Ireland, protecting the Constitution and advancing the rights of the rural poor in South Africa, and promoting racial justice, seeking to end the death penalty and restoring civil liberties and the rule of law in the United States. In addition to these distinct objectives for each targeted region, the program seeks to achieve the following: 1) A culture in which everyone’s rights are more likely to be respected and protected; 2) Societies which respect the rule of law; 3) Advancement of policies, laws and practices to protect human rights; 4) Mobilized constituencies working on behalf of human rights and reconciliation; 5) Enduring capacity to create lasting change and promote human rights and reconciliation. .

Scholarship Prog ram: Atlantic Fellows This program aims to empower catalytic communities of emerging leaders to advance fairer, healthier, more inclusive societies. To this end, The Atlantic Philanthropies established the Atlantic Fellows in 2015 to culminate the foundation’s long history of investing in people and in their vision, opportunity and ability to realize a better—fairer, healthier, more inclusive—world. Atlantic has committed over $600 million—its biggest investment ever—alongside other partner organizations and governments, to support the work of a global network of thousands of Atlantic Fellows over the next two decades, and beyond. What Scholarship Covers: Tuition or other educational expenses Geographic Scope of Student: Over 35 different countries are represented Host Countries: 8 host sites in the US (2), South Africa, Ireland, England, China, Thailand, Australia Program Model: Cohort model; Community participation Additional Resources: 1) https://www.atlanticphilanthropies.org/wp-content/uploads/2018/06/Top_Ten_Lessons_5_2018b.pdf 2) https://www.atlanticphilanthropies.org/wp- content/uploads/2018/04/Harvest-Time-2014-2016.pdf .

Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts) No similar funders found at this time.

Applications/RFPs Proposals are accepted by invitation only Application form not required. GIVING LIMIT AT IONS Giving primarily in Australia, Bermuda, Northern Ireland, the Republic of Ireland, South Africa, the United States, and Vietnam.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $751,146,000 $549,471 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $506,189,000 Qualifying Distributions: $549,471

Giving Activities include: $549,471 for grants

Children - Boys Funding Source Report 59 Who's Who See who can introduce you to someone at The Atlantic Philanthropies

Officers and Directors (16) Staff (16) Peter Smitham Chair. and Director Edith Asibey Chief. Comms. Off. Sara Lawrence-Lightfoot Deputy Chair. and Director John A. Healy Dir., Impact Assessment and Global Learning T homas N. Mitchell Deputy Chair. and Director Vivien Labaton Dir., Strategic Program Initiatives Christopher Oechsli C.E.O. and Pres. Donna Lawrence Dir., Children and Youth Prog. Harvey P. Dale Founding Pres. Kica Matos Head, U.S. Reconciliation & Human Rights Prog. Charles F. Feeney Founding Chair. Maria Pignataro Nielsen Dir., Human Resources Dall W. Fors ythe V.P., Finance and Operations and Director Bill Robertaz z i Dir., Information Tech. David Mors e Chief Comm. Off. Mary Sutton Country Dir., Republic of Ireland Colin McCrea Sr. V.P. and Director Rebecca Van Sickle Dir., Grants Mg mt. Martin OBrien Sr. V.P., Prog rams Fran Barrett Dir., Capacity Building Christine V. Downton Kate Bulling er Chief of Staff William W. Hall Philip Coates C.I.O. Eliz abeth J. McCormack Nobayeni Dladla Country Dir., South Africa Michael I. Sovern Sharon King Dir., Aging Prog. Frederick A.O. Schwartz, Jr. Le Nhan Phuong Country Dir., Vietnam and Dir., Population Health Prog. Cumming s V. Zuill David Sternlieb Genl. Counsel

Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Charles F. Feeney

T he Atlantic Philanthropies Independent foundation

EIN 133562971 LOCATION CONTACT INFORMATION 75 Varick St Telephone: (212) 916-7300 New York City, NY United States 10013-1917 Fax: (212) 922-0360 ADDITIONAL LOCATION INFORMATION E-mail: County: New York [email protected] Metropolitan area: New York-Newark-Jersey URL: www.atlanticphilanthropies.org City, NY-NJ-PA ADDITIONAL CONTACT INFORMATION Congressional district: New York District 10 International addresses: (Australia) 12 Waters Rd., Ste. 106, Neutral Bay, New South Wales 2089 Australia, tel: 61-2-9953-1155, fax: 61-2- 9953-1113; (Bermuda) Sterling House, 16 Wesley St. P.O. Box HM 1742, 3rd Fl., Hamilton HM GX, Bermuda, tel.: (441) 295-4896, fax: (441) 295-4897; (Great Britain) 49 Albemarle St., London W1S 4JR, England, tel.: 44-20-7290- 1280, fax: 44-20-7290-1281; (Northern Ireland) 1 Lanyon Quay, Belfast, BT1 3LG, Northern Ireland, tel.: 44-28-9023-2500, fax: 44-28- 9023-2225; (Republic of Ireland) Tara House, 32 Lower Baggot St., Dublin 2, Ireland, tel.: 353- 1-676-2121, fax: 353-1-676-3684; (South Africa) Cradock Heights, 2nd Fl., 21 Cradock Ave., Rosebank 2196, Johannesburg, South Africa, tel:. 27 11-880-0995, fax: 27 11-880-0809; (Viet Nam) No. 20 - Lang Khoa Hoc Ngoc Khanh, 535/2 Kim Ma St., Ba Dinh District, Ha Noi, Socialist Republic of Vietnam, tel.: 84 4-771- 9885, fax: 84 4-771-9741; (Washington, DC) 1200 G St., NW, 8th Fl., Washington, DC 20005, tel: 202-842-9202, fax: 202-434-8707

MEMBERS HIPS Affinity Groups Africa Grantmakers' Affinity Group Grantmakers for Effective Organizations Asian Americans/Pacific Islanders in Philanthropy, Hispanics in Philanthropy Inc. International Human Rights Funders Group Association of Black Foundation Executives, Inc. Neighborhood Funders Group Grantmakers for Education Philanthropy for Active Civic Engagement The Philanthropy Roundtable

Associations and Other Philanthropic Organizations

60 Children - Boys Funding Source Report Africa Grantmakers' Affinity Group International Human Rights Funders Group Candid Nonprofit Coordinating Committee of New York, Inc. Philanthropy for Active Civic Engagement Philanthropy Ireland

Children - Boys Funding Source Report 61 The Duffield Family Foundation Pleasanton, CA, United States | www.maddiesfund.org | (925) 310-5450 | [email protected]

Funding Interests SUBJECT S Animal adoptions, Animal population control, Animal welfare, Arts services, Crime prevention, Domesticated animals, Economic development, Environment, Family services, Health, Higher education, Human services, Public affairs, Shelter and residential care

GEOGRAPHIC FOCUS National, Puerto Rico, California, Florida, Alabama, New York

POPULATION Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT General support, Policy, advocacy and systems reform, Program support, Systems reform STRATEGIES ORGANIZAT ION Family foundation, Independent foundation TYPES

About Purpose and Activities Giving to create a no-kill nation where all healthy and treatable shelter dogs and cats are guaranteed a loving home. To achieve this goal, the foundation is investing its resources in: community collaborations where animal welfare organizations come together to develop successful models of lifesaving; veterinary colleges to help shelter medicine become part of the veterinary curriculum; private practice veterinarians to encourage greater participation in the animal welfare cause; and the implementation of national strateg ies to collect and report shelter statistics.

Backg round Established in 2000 in NV; merged with Maddie's Fund in 2008 - Founded by Dave Duffield, founder of the financial management and human capital management software vendor Workaday, Inc. He is also the co-founder, former Chair. and C.E.O. of PeopleSoft, which, from 1987-2005, provided human resource management systems and customer relationship management software. The foundation makes good on a promise the Duffields made to their beloved Miniature Schnauzer, Maddie, to give back in dollars that which Maddie gave to them in companionship and love. Maddie passed away in 1997, but thanks to this one little dog, abandoned shelter animals have new opportunities to find loving homes in which they, too, may share in the joy and love that Dave and Cheryl enjoyed with Maddie.

Prog ram Areas (5) Colleges of Veterinary Medicine Grants The program supports U.S. Colleges of Veterinary Medicine developing shelter medicine programs. There are six different funding opportunities available.

Community Collaborative Project The program supports collaborations of animal welfare organizations and veterinarians aiming to achieve a no-kill community for shelter dogs and cats.

Lifesaving s Awards The program recognizes communities that have achieved an adoption guarantee for all healthy shelter dogs and cats, or that have achieved no-kill for shelter dogs and cats.

Medical Equipment Grants The program provides medical equipment funds for adoption guarantee shelters that employ at least one full-time veterinarian.

Starter Grants The program offers starter grants to support coalitions that collect and report shelter data, create a Pet Evaluation Matrix, and develop a one-year business plan and a ten-year strategic plan to save the lives of more cats and dogs.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Marie Roessler Charitable Remainder Milwaukee, WI - Environment The Weidner Foundation Kirkland, WA - Environment, Safety/Dis asters, Animals/Wildlife, Health, Employment Wendy P. McCaw Foundation Santa Barbara, CA - Environment, Arts and Culture, Employment, Agriculture/Food, Education The Elinor Patterson Baker Foundation Greenwich, CT - Environment, Education, Mental Health/Cris is Services, Health, Philanthropy/Voluntaris m Found Animals Foundation, Inc. Los Ang eles, CA - Environment, Agriculture/Food, Community Development, Mental Health/Cris is Services, Education Robert and Patricia Switzer Foundation Belfast, ME - Environment, Recreation, Mental Health/Cris is Services, Animals/Wildlife, Education

Applications/RFPs Applications are available on foundation web site. Do not send any additional materials with initial application unless requested by the fund. One proposal per group per year

62 Children - Boys Funding Source Report Application form required. Initial Approach: Preliminary application for community collaborative project; pre-grant inquiry for starter grants; and letter of inquiry for veterinary school g rants Deadline(s): None Final notification: 30-90 days GIVING LIMIT AT IONS Giving on a national basis. . No grants to individuals, for scholarships or for capital building projects, shelter construction, projects for animals other than dogs and cats, land purchases, endowment campaigns, deficit or emergency funding, research, publications, films, videos, or special events.

Financials FOR FISCAL YEAR ENDED 2018-06-30 $302,296,221 $16,791,134 Gifts Received: $2,315 TOTAL ASSETS T OT AL GIVING Expenditures: $29,151,073 Qualifying Distributions: $22,502,387

Giving Activities include: $16,791,134 for grants

Who's Who See who can introduce you to someone at The Duffield Family Foundation

Officers (6) Staff (5) Amy D Zeifang CHAIRMAN Sheila D'Arpino DIRECTOR OF RESEARCH Laurie Peek SECRETARY Lars Rabbe CHIEF INFORMATION OF Michael Duffield BOARD MEMBER Lisa Ward CO-DIRECTOR OF EDUCA Mary Ippoliti-Smith EXECUTIVE LEADER Sharon Fletcher DIRECTOR OF MKTG & C Valerie Stoltenberg VP FINANCE Michelle Thompson DIRECTOR OF GRANTS Steve Hill TREASURER Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. David A. Duffield PeopleSoft and Workday

The Duffield Family Foundation Independent foundation, Family foundation

EIN 943362163 LOCATION CONTACT INFORMATION PUBLICATIONS 6150 Stoneridge Mall Road, Suite 125 Telephone: (925) 310-5450 Application guidelines Pleasanton, CA United States 94588-3170 Fax: (510) 337-8988 Annual report ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Newsletter County: Alameda URL: www.maddiesfund.org Metropolitan area: San Francisco-Oakland- Hayward, CA Congressional district: California District 15

Children - Boys Funding Source Report 63 The Francis Family Foundation Kansas City, MO, United States | www.francisfoundation.org | (816) 531-0077 | [email protected]

Funding Interests SUBJECT S Arts and culture, Arts services, Diseases and conditions, Education, Elementary and secondary education, Family services, Foundations, Graduate and professional education, Higher education, Human services, In-patient medical care, Museums, Performing arts

GEOGRAPHIC FOCUS National, International, Missouri, Canada, Kansas, Lebanon, Jordan, West Bank/Gaza (Palestinian Territories), Mexico

POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Continuing support, Fellowships, General support, Program support, Research, Research and evaluation, Translation STRATEGIES TRANSACTION TYPES Grants to individuals

ORGANIZAT ION Family foundation TYPES

About Purpose and Activities Giving primarily to fund post-doctoral fellowships in pulmonary research in North America, and in the metropolitan Kansas City area, to support lifelong learning, especially in early care and education; and to support arts and culture with a focus on excellence and access.

Backg round Established in 1989 in MO from the merger of the Parker B. Francis Foundation (established in 1951 in MO) and the Parker B. Francis III Foundation (established in 1962 in MO) - The Francis Family Foundation is actually a combination of two former foundations. Parker B. Francis, founder of the Puritan- Bennett Company, established a foundation bearing his name in 1951. Parker B. Francis III also established a foundation to fund his interests in education, arts, and culture. In 1989, the Parker B. Francis Foundation merged with the Parker B. Francis III Foundation to become the Francis Family Foundation. After retiring from Puritan Bennett as Chairman in 1986, John B. Francis — son of Parker B. Francis and brother of Parker B. Francis III — served as president of the Foundation until 1998

Prog ram Areas (3) Grants to Individuals Prog ram Fellowships for research in pulmonary disease or anesthesiology.

Pulmonary Fellowships The fellowship provides research support to clinical and basic scientists embarking on careers in clinical, laboratory or translational science related to Pulmonary, Critical Care and Sleep Medicine at a U.S. or Canadian university or research institution. Fellowships are restricted to citizens and permanent residents of the U.S. and Canada and individuals with U.S. or Canadian permanent residency applications on file with the U.S. or Canadian Immigration Services. Each department may submit only two applications annually and is limited to a maximum of three active fellowships at any one time.

Small Arts Grant Fund The fund recognizes that the arts are more accessible when located within venues where people live and work.To be eligible, an organization should fulfill one of two criteria: 1) located within the greater Kansas City area (60-mile radius), be a tax-exempt 501(c)(3) public charity with a federal Employer Identification Number (EIN), or partner with another organization that can serve as a fiscal sponsor, and be an arts organization with annual revenues of less than $300,000 last fiscal year; or 2) be a non-arts organization – regardless of budget size or mission – with a community-based arts program that provides access to arts and culture opportunities in traditional and non-traditional sites throughout the greater Kansas City area.Grants are not made to individuals, fraternal organizations or political parties for any purpose. For more information call: Lyn Knox, Prog. Off., tel.: (816) 531-0077.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The H & R Block Foundation Kansas City, MO - Education, Community Development, Arts and Culture, Health, Recreation The Sosland Foundation Kansas City, MO - Education, Arts and Culture, Community Development, Health, Human Services R. C. Kemper Charitable Trust Kansas City, MO - Arts and Culture, Education, Community Development, International/Foreig n Affairs, Environment The Morg an Family Foundation Shawnee Mission, KS - Community Development, Health, Education, Human Services, Animals/Wildlife William T. Kemper Foundation Kansas City, MO - Community Development, Education, Arts and Culture, Health, Recreation Muriel McBrien Kauffman Foundation Kansas City, MO - Arts and Culture, Health, Community Development, Education, International/Foreig n Affairs

Applications/RFPs Open Application for Lifelong Learning is currently suspended for new applicants. Applications are to be submitted by invitation only. Please visit the foundation web site for additional information and most current application requirements. Application form required for pulmonary fellowship program.

64 Children - Boys Funding Source Report Pulmonary research fellowships are granted to U.S and Canada universities and for nonprofit research institutions. Funding for the pulmonary research area of interest within the foundation's strategic plan is directed through the Parker B. Francis Fellowship Program, a North American post-doctoral program in pulmonary research. For more information, visit the Fellowship Program’s Web site at http:///www.http://www.francisfellowships.org Application form required. Initial Approach: Online application (Small Arts Grant Program) Board meeting date(s): Jan., Mar., May, Sept. and Nov. Deadline(s): See foundation web site for current deadlines Final notification: Lifelong Learning: May; Arts & Culture: Nov.; Fellowships: Feb. GIVING LIMIT AT IONS Giving limited to a 60-mile radius of Kansas City, MO, for educational and arts and cultural institutions, and to the U.S. and Canada for pulmonary fellowships.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $113,062,861 $5,769,636 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $7,104,310 Qualifying Distributions: $6,571,773

Giving Activities include: $5,769,636 for grants

Who's Who See who can introduce you to someone at The Francis Family Foundation

Officers (9) Staff (3) David Francis Board Chair and President Kim Fos te r Operations Mana J. Scott Francis Board Vice-Chair & Vice President Shari Hockenberry Program Special Ann Barhoum Board member Liana Riesing er Administrator Mary Lou Jaramillo Board member David Oliver Board member Donors (3) Susan Stanton Board member and Secretary Note: If a donor is deceased, the symbol (‡) follows the name. Debby Ballard Board member Parker B. Francis‡ J. Michael Sig ler Treasurer Mary B. Francis‡ Jean-Paul Wong Board member Parker B. Francis, III‡

T he Francis Family Foundation Family foundation

EIN 431492132 LOCATION CONTACT INFORMATION PUBLICATIONS 800 W. 47th St., Ste. 717 Telephone: (816) 531-0077 Application guidelines Kansas City, MO United States 64112-1249 Fax: (816) 531-8810 Informational brochure (including application ADDITIONAL LOCATION INFORMATION E-mail: [email protected] guidelines) County: Jackson URL: www.francisfoundation.org Metropolitan area: Kansas City, MO-KS ADDITIONAL CONTACT INFORMATION Congressional district: Missouri District 05 Application address for fellowship program only: Thomas R. Martin, M.D., Dir., Parker B. Francis Fellowship Prog., 8427 SE 35th St., Mercer Island, WA 98040; tel.: (206) 764-2219; E-mail: [email protected]; URL: http://www.francis fellows hips .org

Children - Boys Funding Source Report 65 The Hearst Foundation, Inc.

New York City, NY, United States | www.hearstfdn.org | (212) 649-3748 | [email protected]

Funding Interests SUBJECT S Arts and culture, Arts education, Arts services, Basic and emergency aid, Basic and remedial instruction, Child welfare, Cultural awareness, Diseases and conditions, Economic development, Education services, Elementary and secondary education, Employment, Family services, Graduate and professional education, Higher education, Historical activities, Homeless services, Hospital care, Housing development, Human services, In-patient medical care, Museums, Performing arts, Performing arts education, Public health, Rehabilitation, Rural development, Shelter and residential care, Special population support, Sustainable development, Theology, Youth development, Youth organizing

GEOGRAPHIC FOCUS National, New York, California

POPULATION Academics, Adults, American Indians, Artists and performers, Children and youth, Economically disadvantaged people, Ethnic GROUPS and racial groups, Homeless people, Low-income people, Men and boys, People of African descent, People of Latin American descent, Seniors, Students, Women and girls

SUPPORT Capital campaigns, Endowments, Fellowships, General support, Program support, Research, Research and evaluation, STRATEGIES Scholarships, Technical assistance TRANSACTION TYPES Matching grants

ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The Hearst Foundations are national philanthropic resources for organizations working in the fields of culture, education, health and social services. The Hearst Foundations identify and fund outstanding nonprofits to ensure that people of all backgrounds in the United States have the opportunity to build healthy, productive and inspiring lives.

Backg round Incorporated in 1945 in NY - Founded by the late William Randolph Hearst, who was a newspaper magnate and publisher whose chain of papers included the San Francisco Examiner and New York Journal. In addition, Hearst served in Congress as a United States Representative. With assets valued over $230 million, the Hearst Foundation, Inc., is the smaller of the two Hearst foundations. The other is the William Randolph Hearst Foundation, which is ranked among the nation's 100 largest foundations. Both Hearst foundations are strongly committed to education, health, social service, and culture. The same individuals serve on the boards of both foundations, which are administered through the New York headquarters and the San Francisco offices.

Prog ram Areas (4) Culture The foundation funds cultural institutions that offer meaningful programs in the arts and sciences, prioritizing those which enable engagement by young people and create a lasting impression. The foundation also funds select programs nurturing and developing artistic talent.

Educ ation The foundation funds educational institutions demonstrating uncommon success in preparing students to thrive in a global society. The foundation's focus is largely on higher education, but it also funds innovative models of early childhood and K-12 education, as well as professional development.

Health The foundation assists leading regional hospitals, medical centers and specialized medical institutions providing access to high-quality healthcare for low- income populations. In response to the shortage of healthcare professionals necessary to meet the country’s evolving needs, the foundation also funds programs designed to enhance skills and increase the number of practitioners and educators across roles in healthcare. Because the foundation seeks to use its funds to create a broad and enduring impact on the nation’s health, support for medical research and the development of young investigators is also considered.

Social Service The foundation funds direct-service organizations that tackle the roots of chronic poverty by applying effective solutions to the most challenging social and economic problems. The foundation prioritizes supporting programs that have proven successful in facilitating economic independence and in strengthening families. Preference is also given to programs with the potential to scale productive practices in order to reach more people in need.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) William Randolph Hearst Foundation New York City, NY - Education, Arts and Culture, Health, Community Development, Recreation The Andrew W. Mellon Foundation New York City, NY - Education, Arts and Culture, Medical Research, Health Organizations, Environment Alfred P. Sloan Foundation New York City, NY - Mental Health/Cris is Services, Education, Health Organizations, Recreation, Medical Research The Rockefeller Foundation New York City, NY - Recreation, Philanthropy/Voluntaris m, Health, Health Organizations, Safety/Dis asters

66 Children - Boys Funding Source Report Applications/RFPs All applications must be submitted via the Hearst Foundations’ Online Application portal. The Hearst Foundations no longer accept applications or materials through the mail. Please see the Hearst Foundations' website for more information Application form not required. Initial Approach: Please visit the Hearst Foundations' website to learn about the steps for seeking funding Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None GIVING LIMIT AT IONS Giving limited to the U.S. and its territories. No support for public policy, or public policy research, advocacy, or foreign countries. No grants to individuals, or for media or publishing projects, conferences, workshops, seminars, seed funding, multi-year grants, special events, tables, or advertising for fundraising events; no loans or program-related investments.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $357,347,333 $12,370,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $18,748,351 Qualifying Distributions: $13,656,270

Giving Activities include: $12,370,000 for grants

Who's Who See who can introduce you to someone at The Hearst Foundation, Inc.

Directors (13) Staff (11) James M. Asher Mayra Cedeno Grants Mgr. Anissa Boudjakdji Balson Kevin Broadie Prog. Assoc. David J. Barrett Lig ia Cravo Sr. Prog . Off. Frank A. Bennack, Jr. Paul "Dino" Dinovitz Exec. Dir. John G. Conomikes Mason Granger Dir., Grants Lisa H. Hagerman Annette Hepler Grants Mgr. George R. Hearst, III George Irish Eastern Dir. William R. Hearst, III Sarah Thompson Mishurov Dir., Strateg y and Operations Gilbert C. Maurer Phyliss Rosenberg -Feliciano Prog. Assoc. Mark F. Miller Teri Swenson Yeager Sr. Prog . Off. Virg inia Randt Alison Yu Prog. Off. Mitchell Scherz er Steven R. Swartz Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. William Randolph Hearst‡

T he Hearst Foundation, Inc. Independent foundation EIN 136161746 LOCATION CONTACT INFORMATION PUBLICATIONS Hearst Twrs., 300 W. 57th St., 26th Fl. Contact: Paul I. Dinovitz, Exec. Dir. Application guidelines New York City, NY United States 10019-3741 Telephone: (212) 649-3748 ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: New York URL: www.hearstfdn.org Metropolitan area: New York-Newark-Jersey ADDITIONAL CONTACT INFORMATION City, NY-NJ-PA Address for applicants from west of the Congressional district: New York District 10 Mississippi River: 90 New Montgomery St., Ste. 1212, San Francisco, CA 94105, tel.: (415) 908- 4500, fax: (415) 348-0887; E-mail: [email protected]

MEMBERSHIPS Associations and Other Philanthropic Organizations Candid

Children - Boys Funding Source Report 67 THE JACOB AND HILDA BLAUSTEIN FOUNDATION INC Baltimore, MD, United States | www.blaufund.org/foundations/jacobandhilda_f.... | (410) 347-7201 | [email protected]

Funding Interests SUBJECT S Antidiscrimination, Arts and culture, Arts education, Education, Elementary and secondary education, Environment, Family services, Health, Higher education, Human rights, Individual liberties, International peace and security, Mental health care, Natural resources, Nonprofits, Performing arts, Philanthropy, Reform Judaism

GEOGRAPHIC FOCUS National, International, Israel, Maryland, New York, District of Columbia, West Bank/Gaza (Palestinian Territories)

POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Building and renovations, Capital campaigns, Endowments, General support, Grassroots organizing, Program evaluations, STRATEGIES Program support, Public engagement and education, Regranting, Systems reform, Technical assistance TRANSACTION TYPES Employee matching gifts, Matching grants, Program-related investments

ORGANIZAT ION Family foundation TYPES

About Purpose and Activities The foundation promotes social justice and human rights through its five program areas: Jewish life, strengthening Israeli democracy, health and mental health, educational opportunity, and human rights. The foundation supports organizations that promote systematic change; involve constituents in planning and decision making; encourage volunteer and professional development; and engage in ongoing program evaluation.

Backg round Incorporated in 1957 in MD - Founded by the late Jacob Blaustein and his wife, Hilda. In 1910, Jacob and his father, Louis Blaustein founded American Oil. The company gained national recognition for innovations such as one of the first drive-in gas stations, the first gasoline pump to show the motorist the amount of fuel received and the original antiknock gasoline that permitted the development of the high-compression engine. In 1954, American Oil merged with Standard Oil of Indiana, and American Trading and Production Corporation and the Blaustein family became major stockholders. Standard Oil of Indiana changed its name to AMOCO Corporation in 1985 and, in 1998 merged with British Petroleum to form BP Amoco. Hilda Blaustein was a trustee of the Associated: Jewish Community Federation of Baltimore, the United Nations Association of Maryland, and the Women's Advertising Club of Baltimore

Prog ram Areas (6) Educational Opportunity The goal of this program is to ensure that low-income children and families have access to quality education and cultural opportunities. There is a geographic focus on Baltimore. The foundation seeks to:1) strengthen public education, with an emphasis on secondary education; 2) support local advocacy and policy initiatives that advance quality education for all; and 3) nurture high-quality community arts programs that engage diverse audiences. The foundation supports system-wide public school reform, human capital development, leadership development, community organizing, and innovative service provision.

Health and Mental Health The goal of this program is to promote quality health and mental health care for underserved individuals. The foundation supports innovative service provision in community-based settings; programs using evidence-based practices; and professional development. There is a geographic focus on Baltimore. The foundation seeks to:1) address the health and mental health needs of low-income children and seniors through sustainable programs designed to meet service gaps; 2) support local and national advocacy and public policy initiatives to ensure access to quality care for low-income families; and 3) address environmental health issues.

Human Rights The goal of this program is to advance fundamental human rights. The foundation seeks to:1) advance women's rights; 2) promote the right to education, particularly for adolescents and adults; and 3) support leadership development, capacity-building and training across a range of issue areas. The foundation's human rights work is primarily international, with a special interest in efforts that link domestic and international issues.

Jewish Life The goal of this program is to keep Judaism meaningful, compelling and responsive to contemporary concerns. The foundation seeks to: 1) engage the Jewish community in social justice efforts; 2) further progressive and inclusive approaches to Judaism; and 3) promote positive relations between Jews and members of other ethnic groups.

Program-Related Investment The foundation has made PRIs in the form of loans to a Jewish agency and a fund whose mission is to alleviate poverty by building assets, wealth and opportunity for low- and moderate-income communities and persons. Historically, the foundation has made PRIs in the form of loans to a community development fund.

Strengthening Israeli Democracy The goal of this program is to strengthen Israel as a democratic, equitable, and pluralistic society. The foundation seeks to:1) address fundamental social, economic, and ethnic inequalities; 2) empower Israel's most vulnerable and disadvantaged populations; and 3) promote liberal and pluralistic approaches to Judais m.

68 Children - Boys Funding Source Report Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Morton K. and Jane Blaustein Foundation, Inc. Baltimore, MD - Education, Civil/Human Rights, Health, Animals/Wildlife, Employment The Harry and Jeanette Weinberg Foundation, Inc. Owing s Mills, MD - Community Development, Health, Education, Recreation, Human Services The Osprey Foundation Towson, MD - Community Development, Recreation, Education, Environment, Health The Keith Campbell Foundation for the Environment, Inc. San Francis co, CA - Environment, Safety/Dis asters, Recreation, Medical Research, Agriculture/Food Eugene B. Casey Foundation Rockville, MD - Health, Arts and Culture, Community Development, Education, Medical Research The Annie E. Casey Foundation Baltimore, MD - Community Development, Recreation, Education, Agriculture/Food, Employment

Applications/RFPs The foundation accepts applications that conform to the Association of Baltimore Area Grantmakers Common Grant Application Application form not required. Applicants should submit the following : 1. Brief history of organization and description of its mission 2. Qualifications of key personnel 3. Copy of current year's organizational budget and/or project budget 4. Listing of board of directors, trustees, officers and other key people and their affiliations 5. How project's results will be evaluated or measured 6. Copy of IRS Determination Letter

Initial Approach: Letter Copies of proposal: 1 Board meeting date(s): Quarterly Deadline(s): None Final notification: 4 to 6 months GIVING LIMIT AT IONS Giving primarily in MD (no local projects outside Baltimore, MD); giving also in Israel. No support for unaffiliated schools or synagogues. No grants to individuals, or for fundraising events, or direct mail solicitations; no loans (except for program-related investments).

Financials FOR FISCAL YEAR ENDED 2017-12-31 $136,030,675 $7,944,383 Gifts Received: $1,550,000 TOTAL ASSETS T OT AL GIVING Expenditures: $9,182,488 Qualifying Distributions: $8,689,043

Giving Activities include: $7,944,383 for grants

Who's Who See who can introduce you to someone at THE JACOB AND HILDA BLAUSTEIN FOUNDATION INC

Officers and Trustees (7) Staff (2) Michael J Hirschhorn Pres. Brenda Zlatin Sr. Prog . Off. Eliz abeth B. Roswell V.P. and Trustee Lara A. Hall Prog. Off. Arthur E. Roswell V.P. and Trustee Sarah Shapiro V.P. Donors (4) Jill R. Robinson Secy. Note: If a donor is deceased, the symbol (‡) follows the name. Betsy F. Ringel Exec. Dir. Jacob Blaustein‡ Anne Patterson Treas. Barbara B. Hirschhorn American Trading and Production Corp. Elizabeth B. Roswell

THE JACOB AND HILDA BLAUSTEIN FOUNDATION INC Family foundation EIN 526038382 LOCATION CONTACT INFORMATION PUBLICATIONS 10 EAST BALTIMORE STREET SUITE 1111, 1111 Telephone: (410) 347-7201 Application guidelines Baltimore, MD United States 21202 Fax: (410) 347-7210 Grants list ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: Baltimore URL: www.blaufund.org/foundations/jacobandhilda_f....

Children - Boys Funding Source Report 69 Metropolitan area: Baltimore-Columbia- Towson, MD Congressional district: Maryland District 07

MEMBERS HIPS Affinity Groups Funders Network of Pop Rep H and R Grantmakers for Effective Organizations Grantmakers for Education Grantmakers in Health Inter-Agency Task Force on Israeli Arab Issues International Human Rights Funders Group

Associations and Other Philanthropic Organizations Funders Network of Pop Rep H and R International Human Rights Funders Group Maryland Nonprofits

70 Children - Boys Funding Source Report The Max and Victoria Dreyfus Foundation, Inc. Washing ton, DC, United States | mvdreyfusfoundation.org | (202) 337-3300 | [email protected]

Funding Interests SUBJECT S Arts and culture, Basic and emergency aid, Biodiversity, Communication media, Diseases and conditions, Domesticated animals, Education, Education services, Elementary and secondary education, Environment, Family services, Health, Hospital care, Human services, Museums, Natural resources, Performing arts, Shelter and residential care, Special population support

GEOGRAPHIC FOCUS National, Haiti, District of Columbia, New York, Massachusetts, United Kingdom, Guatemala, Maryland, Kenya, California

POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT General support, Program support, Research, Research and evaluation STRATEGIES ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities Support for museums, cultural, performing, and visual arts programs, schools, hospitals, educational and skills training projects, programs for youth, seniors, and people who are handicapped, environmental and wildlife protection activities, and other community-based organizations and their programs.

Backg round Incorporated in 1965 in NY - Victoria Dreyfus, a notable prize-winning breeder of Percheron horses, was the widow of Max Dreyfus, a leading figure in American music. He published the works of Jerome Kern, George Gershwin, Rodgers and Hammerstein, Lerner and Loewe, Cole Porter and others. Mr. Dreyfus was also one of the founding members of ASCAP. After Mrs. Dreyfus' death in 1976, her 390-acre estate in Brewster, New York, known as Madrey Farm, went to the foundation. In 1979, the real estate, valued at $1.3 million, was donated to Cornell University College of Agriculture and Life Science

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Charles Spear Charitable Trust New York City, NY - Environment, Health, Community Development, Philanthropy/Voluntaris m, Civil/Human Rights Edna Wardlaw Charitable Trust Orlando, FL - Community Development, Environment, Civil/Human Rights, Philanthropy/Voluntaris m, Recreation Neal and Marlene Goldman Foundation New York City, NY - Education, Health, Agriculture/Food, Civil/Human Rights, Employment Samuel Rubin Foundation, Inc. Cambridg e, MA - Philanthropy/Voluntaris m, Civil/Human Rights, Medical Research, Community Development, Employment ARIA Foundation, Inc. Minooka, IL - Environment, Civil/Human Rights, Education, Animals/Wildlife, Health The Sperry Fund New York City, NY - Education, Environment, Recreation, Community Development, International/Foreig n Affairs

Applications/RFPs Do not submit financial statements or copies of audit reports with letter and proposal. E-mailed submissions are not accepted Application form not required. Applicants should submit the following : 1. Copy of IRS Determination Letter 2. Name, address and phone number of organization 3. Detailed description of project and amount of funding requested 4. Copy of current year's organizational budget and/or project budget 5. Contact person

Initial Approach: Letter of request, not exceeding 3 pages, as well as a 200-word synopsis of the proposal (via U.S. mail) Copies of proposal: 1 Board meeting date(s): Mar., June, and Oct. Deadline(s): Post marked by May 10 and Nov. 10 Final notification: Notification made by mail, approximately 8-10 weeks after respective deadlines dates Additional information: Additional material and documentation should be submitted upon request of the foundation

Children - Boys Funding Source Report 71 GIVING LIMIT AT IONS Giving on a national basis. No support for foreign charitable organizations. No grants to individuals.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $60,526,018 $1,918,730 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $3,406,427 Qualifying Distributions: $2,592,977

Giving Activities include: $1,918,730 for grants

Who's Who See who can introduce you to someone at The Max and Victoria Dreyfus Foundation, Inc.

Officers (6) Staff (1) Mary P. Surrey PRESIDENT Christopher S. Clements Winifred R. Portenoy CHAIRMAN GRANTS MANAGE Eliz abeth Brown VICE PRESIDENT Sara S. Surrey SEC/TREASURER Donors (2) John W. Hager DIRECTOR & COO Note: If a donor is deceased, the symbol (‡) follows the name. Expense Related to the Foundation's Defined Benefit Plan During 2017 Max Dreyfus ‡ Victoria Dreyfus‡

T he Max and Victoria Dreyf us Foundation, Inc. Independent foundation

EIN 131687573 LOCATION CONTACT INFORMATION PUBLICATIONS 2233 Wisconsin Ave., N.W., Ste. 414 Telephone: (202) 337-3300 Application guidelines Washington, DC United States 20007-4122 Fax: (202) 337-3302 ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: District of Columbia URL: mvdreyfusfoundation.org Metropolitan area: Washington-Arlington- Alexandria, DC-VA-MD-WV Congressional district: District of Columbia District At-larg e

MEMBERS HIPS Affinity Groups Association of Small Foundations

72 Children - Boys Funding Source Report The Wallace Foundation

New York City, NY, United States | www.wallacefoundation.org | (212) 251-9700

Funding Interests SUBJECT S Arts and culture, Arts services, Cooperative education, Education, Education services, Educational management, Elementary and secondary education, Foundations, Higher education, Leadership development, Nonprofits, Out-of-school learning, Performing arts, Philanthropy, Public policy

GEOGRAPHIC FOCUS National, Virgin Islands of the United States, District of Columbia, New York, Puerto Rico, California, Massachusetts, Illinois

POPULATION Academics, Children and youth, Students GROUPS SUPPORT Capacity-building and technical assistance, Conferences and exhibits, General support, Network-building and collaboration, STRATEGIES Participatory grantmaking, Program evaluations, Program support, Public engagement and education, Publications, Research, Technical assistance

TRANSACTION TYPES Foundation-administered program awards

ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The Wallace Foundation's mission is to foster improvements in learning and enrichment for disadvantaged children and the vitality of the arts for everyone.. The foundation has an unusual approach: funding projects to test innovative ideas for solving important social problems, conducting research to find out what works and what doesn't and to fill key knowledge gaps; and then communicating the results to help others.

Backg round Established in 1956 in NY, US; The Wallace Foundation is the current manifestation of the philanthropic legacy of DeWitt and Lila Acheson Wallace, who created a series of family foundations in the mid 1950s and 1960s. By 2003, the various foundations had merged and adopted the current name. Immediately prior to this merger, there were two foundations known as the Lila Wallace-Reader's Digest Fund and the DeWitt Wallace-Reader's Digest Fund. - Founded by the late DeWitt and Lila Wallace. Married in 1921, Lila and DeWitt moved to New York City and published the first edition of Readers Digest in Jan. 1922. From an initial circulation of 5,000, the "little magazine" started by the Wallaces quickly caught on, and over time it became the foundation of a worldwide publishing organization. Once their livelihood was secured, they were able to turn to their first love, helping people. The grantmaker is a signatory to Philanthropy’s Promise, an initiative of the National Committee for Responsive Philanthropy (NCRP). By signing on, the grantmaker has committed to allocating the majority of its grantmaking dollars to marginalized communities and at least 25 percent to social justice strategies, such as advocacy, community organizing, and civic engagement.

Prog ram Areas (5) After-School Learning The foundation's goal is to help cities improve access to high-quality after-school programs through coordination of the work of nonprofits, government and other groups.

Building Appreciation and Demand for the Arts The foundation's work in the arts consists of two components: Audience Development for the Arts, under which Wallace supports arts organizations as they develop and test innovative ideas to reach new audiences so that many more people might enjoy the benefits of the arts; and Arts Education, through which Wallace works with nonprofits and school districts to find out how they might engage more young people in high-quality arts learning during the school day and beyond.

Matching Gifts The foundation matches the monetary gifts of its staff to charitable organizations up to $2,000 per employee per year.

School Leadership The foundation supports states and school districts to develop better ways to train, hire, support and evaluate principals and other key figures in schools. Leadership is second only to teaching among school influences on student success, and its impact is greatest in schools with the greatest need, according to a landmark examination of the evidence on school leadership. The foundation's school leadership strategy is three-pronged: 1) Disseminate reports and other materials about what we have learned, so education decision-makers develop informed school leadership policies and procedures; 2) Create tools, such as how-to guides, that are based on what Wallace has found out and will help those in the trenches of school reform to work more effectively; and 3) Support selected districts seeking to build a pipeline of excellent principals.

Summer and Expanded Learning Time The conventional six-hour, 180-day school year is insufficient to adequately educate many students in the nation’s urban public schools. Simply adding hours and days to the schedule won’t help unless children occupy the extra time in programming known to boost learning. In recent years, promising programs have emerged. Known effective program models and approaches are few and have rarely been tested rigorously or on a large scale in districts.The goal of the program is to improve education in low-performing urban public schools by adding time during the school year and summer for learning and enrichment that boosts student achievement. The program has three strategies: 1) Raising awareness by informing mayors, school district leaders, parents and others about

Children - Boys Funding Source Report 73 how more hours for learning could improve student achievement; 2) Supporting the few well-established nonprofits with strong summer or extended learning programs so they can serve more children; and 3) Testing solutions on an appropriate scale in districts by helping selected city school districts introduce and test more-learning-time programs on a wide scale, and then evaluate the results.

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Henry Luce Foundation, Inc. New York City, NY - Education, Arts and Culture, Human Services, Health Organizations, Mental Health/Cris is Services Public Welfare Foundation, Inc. Washing ton, DC - Civil/Human Rights, Employment, Recreation, Health, Community Development Surdna Foundation, Inc. New York City, NY - Recreation, Environment, Community Development, Arts and Culture, Agriculture/Food Arcus Foundation New York City, NY - Civil/Human Rights, Environment, Community Development, Human Services, Agriculture/Food Foundation to Promote Open Society New York City, NY - Civil/Human Rights, Employment, Agriculture/Food, Philanthropy/Voluntaris m, Recreation

Applications/RFPs Unsolicited proposals are rarely funded. Application guidelines can be found on foundation web site Application form not required. Deadline(s): None GIVING LIMIT AT IONS Giving on a national basis. No support for religious or fraternal organizations; environmental or conservation programs, health, medical or social service programs, international programs, or for private foundations. No grants to individuals, or for annual funds, emergency funds, capital campaigns, historical restorations, or deficit financing.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,574,214,204 $67,346,543 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $81,173,020 Qualifying Distributions: $67,346,543

Giving Activities include: $67,346,543 for grants

Who's Who See who can introduce you to someone at The Wallace Foundation

Officers and Directors (18) Staff (41) Kevin W. Kennedy Chair. and Director Claudia DeMegret Sr. Prog. Off., Learning and Enrichment William I. Miller Pres. and Director Rachel Hare-Bork Prog. Off., Research and Eval. Kenneth Austin Corp. Secy. and Sr. Counsel Lucas B. Held Dir., Comms. Stacy. J. Martin C.F.O. and Treas. Jac lyn Le Prog. and Research Analyst Kent McGuire Katherine Lewandowski Prog. Off., Learning and Enrichment Rob D. Nagel C.I.O. and Ass't. Treas. Jessica Schwartz Sr. Comms. Off. Lawrence T. Babbio, Jr. Nina Sonenberg Comms. Off. Candace K. Beinecke Jody Spiro Dir., Education Leadership Linda Darling -Hammond Daniel Windham Dir., Arts Augusta Souza Kappner Nancy Devine Dir., Learning and Enrichment Ann S. Moore Holly Dodg e Grants Admin. Mgr. Debora L. Spar Pamela Mendels Sr. Editor, Comms. Amor H. Towles Edward Pauly, Ph.D Dir., Research and Eval. Richard L. Kauffman Christine Rhee Prog . Off., Arts Mary Beth West Polly Sing h Sr. Prog. Off., Learning and Enrichment Sharon W. Clark C.A.O. and Ass't. Secy. Nicholas Pelz er Sr. Prog. Off., Education Leadership Anne Dinneen Ann Stone Sr. Off., Research and Eval. Jorge Ruiz de Velasco Carl-Anthony Watson Prog. Off., Education Leadership Gig i Antoni Dir., Learning and Enrichment Eliz abeth Ty Wilde Sr. Off., Research and Eval. Erik Williams IT Mg r. Christine Yoon Sr. Prog . Off., Arts Mark D. Jobson Admin. Asst., Arts Ramona Providence Admin. Asst., Research and Eval. Nick Collins Specialist, HR Mark Diekmann Grants Assoc. Omar Salem Specialist, Web Tech. Fred Savino Office Svcs. Mgr. Deanna Chernovetsky Admin. Asst., Education Leadership

74 Children - Boys Funding Source Report Aiesha Eleusiz ov Prog. Off., Education Leadership Rochelle Herring Sr. Prog. Off., Education Leadership Priscilla M. Little Initiative Mgr., Learning and Enrichment Tosha Webb Admin. Asst., Learning and Enrichment Melissa Connerton Sr. Comms. Off. Tyler Miller Admin. Asst., Comms. Jose Moreno Sr. Graphic Designer Lauren Sanders Managing Editor Sarosh Z. Syed Writer Gustavo Macias Asst. Accountant Francisco Matos Sr. Accountant Solonia Wade Accountant

Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. DeWitt Wallace‡ Lila Acheson Wallace‡

The Wallace Foundation Independent foundation

EIN 136183757 LOCATION CONTACT INFORMATION PUBLICATIONS 5 Penn Plz., 7th Fl. Contact: Grants Admin. Annual report (including application guidelines) New York City, NY United States 10001-1837 Telephone: (212) 251-9700 Financial statement ADDITIONAL LOCATION INFORMATION Fax: (212) 679-6990 Grants list County: New York URL: www.wallacefoundation.org Occasional report Metropolitan area: New York-Newark-Jersey Program policy statement (including City, NY-NJ-PA application guidelines) Congressional district: New York District 10

MEMBERS HIPS Affinity Groups Grantmakers for Education Grantmakers in the Arts Grantmakers for Effective Organizations PEAK Grantmaking, Inc. Technology Affinity Group The Communications Network

Associations and Other Philanthropic Organizations Nonprofit Coordinating Committee of New York, Inc.

Children - Boys Funding Source Report 75 William Randolph Hearst Foundation New York City, NY, United States | www.hearstfdn.org | (212) 649-3748 | [email protected]

Funding Interests SUBJECT S Arts and culture, Arts education, Arts services, Basic and remedial instruction, Biodiversity, Child welfare, Cultural awareness, Diseases and conditions, Economic development, Education services, Elementary and secondary education, Employment, Family services, Graduate and professional education, Higher education, Homeless services, Hospital care, Housing development, Human services, In-patient medical care, Legal services, Museums, Performing arts, Performing arts education, Public health, Rehabilitation, Rural development, Shelter and residential care, Special population support, Sustainable development, Theology, Youth development, Youth organizing

GEOGRAPHIC FOCUS National, Texas, China, New York, California

POPULATION Academics, Adults, American Indians, Artists and performers, Children and youth, Economically disadvantaged people, Ethnic GROUPS and racial groups, Homeless people, Low-income people, Men and boys, People of African descent, People of Latin American descent, Seniors, Students, Women and girls

SUPPORT Capital campaigns, Endowments, Fellowships, General support, Program support, Research, Research and evaluation, STRATEGIES Scholarships, Technical assistance TRANSACTION TYPES Matching grants

ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The Hearst Foundations are national philanthropic resources for organizations working in the fields of culture, education, health and social services. The Hearst Foundations identify and fund outstanding nonprofits to ensure that people of all backgrounds in the United States have the opportunity to build healthy, productive and inspiring lives.

Backg round Incorporated in 1948 in CA - Founded by the late William Randolph Hearst, who was a newspaper magnate and publisher whose chain of papers included the San Francisco Examiner and New York Journal. In addition, Hearst served in Congress as a United States Representative. With assets valued over $230 million, the Hearst Foundation, Inc., is the smaller of the two Hearst foundations. The other is the William Randolph Hearst Foundation, which is ranked among the nation's 100 largest foundations. Both Hearst foundations are strongly committed to education, health, social service, and culture. The same individuals serve on the boards of both foundations, which are administered through the New York headquarters and the San Francisco offices.

Prog ram Areas (5) Culture The foundation funds cultural institutions that offer meaningful programs in the arts and sciences, prioritizing those which enable engagement by young people and create a lasting impression. The foundation also funds select programs nurturing and developing artistic talent. .

Educ ation The foundation funds educational institutions demonstrating uncommon success in preparing students to thrive in a global society. The foundation's focus is largely on higher education, but it also funds innovative models of early childhood and K-12 education, as well as professional development.

Grants to Individuals Prog ram Awards for undergraduates in journalism and photojournalism and college scholarships for participants in government internship program.

Health The foundation assists leading regional hospitals, medical centers and specialized medical institutions providing access to high-quality healthcare for low- income populations. In response to the shortage of healthcare professionals necessary to meet the country’s evolving needs, the foundation also funds programs designed to enhance skills and increase the number of practitioners and educators across roles in healthcare. Because the foundation seeks to use its funds to create a broad and enduring impact on the nation’s health, support for medical research and the development of young investigators is also considered.

Social Service The foundation funds direct-service organizations that tackle the roots of chronic poverty by applying effective solutions to the most challenging social and economic problems. The foundation prioritizes supporting programs that have proven successful in facilitating economic independence and in strengthening families. Preference is also given to programs with the potential to scale productive practices in order to reach more people in need.

Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts)

76 Children - Boys Funding Source Report The Hearst Foundation, Inc. New York City, NY - Education, Arts and Culture, Health, Community Development, Recreation The Draper Richards Kaplan Foundation Menlo Park, CA - Education, Recreation, Health, Community Development, Philanthropy/Voluntaris m Alfred P. Sloan Foundation New York City, NY - Mental Health/Cris is Services, Education, Health Organizations, Recreation, Medical Research The Rockefeller Foundation New York City, NY - Recreation, Philanthropy/Voluntaris m, Health, Health Organizations, Safety/Dis asters

Applications/RFPs All applications must be submitted via the Hearst Foundations’ Online Application portal. The Hearst Foundations no longer accept applications or materials through the mail. Please see the Hearst Foundations' web site for more information Application form not required. Initial Approach: Please visit the Hearst Foundations' web site to learn about the steps for seeking funding Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None GIVING LIMIT AT IONS Giving limited to the U.S. and its territories. No support for public policy, public schools, advocacy, or foreign countries. No grants to individuals, or for media projects, conferences, workshops, seminars, multi-year grants, publishing projects, special events, seed funding, public policy research, tables, or advertising for fundraising events; no loans or program-related investments.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $784,293,661 $24,382,107 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $30,084,944 Qualifying Distributions: $29,530,453

Giving Activities include: $24,382,107 for grants

Who's Who See who can introduce you to someone at William Randolph Hearst Foundation

Officers (20) Staff (5) William R Hearst, III PresidentDirector Mason Granger Sr Program Dir Virg inia H Randt Vice President Director Jan Watten Journalism Award D Frank Bennack, Jr. Vice President Director Rayne Guilford USSYP Director John G Conomkies Vice President Director Lynn Desmet USSYP Assist Dir David J Barrett Vice President Director Lig ia Cravo Program Officer Annissa B Balson Vice President Director Gilbert C Maurer Vice President Director Donors (1) Mark F Miller Vice President Director Note: If a donor is deceased, the symbol (‡) follows the name. Lisa Hageman Vice President Director William Randolph Hearst‡ George R Hearst, III Vice President Director Steven R Swartz Vice President Director James M Asher VP Secretary Director Catherine A Bostron Assistant Secretary Eve B Bostron Assistant Secretary Ralph Cuomo Treasurer Carlton J Charles Assistant Treasurer Mitchell Scherz er Assistant Treasurer Rog e r Pas c hke Assistant Treasurer & CIO Paul Dinovitz VP & EXec Dir Mary Fis her Assistant Treasurer

William Randolph Hearst Foundation Independent foundation

EIN 136019226 LOCATION CONTACT INFORMATION PUBLICATIONS Hearst Twrs., 300 W. 57th St., 26th Fl. Telephone: (212) 649-3748 Application guidelines New York City, NY United States 10019-3741 E-mail: [email protected] ADDITIONAL LOCATION INFORMATION URL: www.hearstfdn.org County: New York ADDITIONAL CONTACT INFORMATION Metropolitan area: New York-Newark-Jersey Address for applicants from West of the City, NY-NJ-PA Mississippi: 90 New Montgomery St., Ste. 1212, Congressional district: New York District 10 San Francisco, CA 94105, tel.: (415) 908-4500, E-mail: [email protected]

Children - Boys Funding Source Report 77 William T. Grant Foundation 

New York City, NY, United States | wtgrantfoundation.org | (212) 752-0071 | [email protected]

Funding Interests SUBJECT S Arts services, Communication media, Education, Education services, Educational management, Equal opportunity in education, Foundations, Graduate and professional education, Higher education, Human services, In-patient medical care, Interdisciplinary studies, Psychology and behavioral science, Public policy, Social sciences, University education, Youth development

GEOGRAPHIC FOCUS National, New Jersey, Connecticut, New York, Canada, District of Columbia, China, California, Massachusetts, Illinois

POPULATION Academics, Children and youth, Students GROUPS SUPPORT Convening, Fellowships, Participatory grantmaking, Policy, advocacy and systems reform, Program evaluations, Program STRATEGIES support, Publications, Research, Research and evaluation ORGANIZAT ION Independent foundation TYPES

About Purpose and Activities The mission of the foundation is to improve the lives of young people 5 to 25 in the United States through research. They support high-quality research that is relevant to policies and practices that affect the lives of young people and that build stronger theory and empirical evidence. Currently, they are funding research that increases understanding of: 1) programs, policies, and practices that reduce inequality in youth outcomes, and 2) strategies to improve the use of research evidence in ways that benefit youth. In addition to Research Grants which are open to researchers at any stage of their careers, the foundation supports promising post-doctoral scholars from diverse disciplines through the William T. Grant Scholars Program. The Youth Service Improvement Grants (YSIG) program gives support to youth-serving organizations in the five boroughs. Finally, the Institutional Challenge Grant encourages research institutions to build long-term research-practice partnerships with public agencies or nonprofit organizations in order to reduce inequality in youth outcomes.

Backg round Incorporated in 1936 in DE - William T. Grant founded the foundation in 1936. Mr. Grant's primary interest was in finding out why some young people who were otherwise equipped for success did not succeed, while others did. In 1977, two years after the bankruptcy of the WT Grant chain of stores, the Grant Foundation broadened its name to the William T. Grant Foundation, in order to honor Mr. Grant and perpetuate his name

Prog ram Areas (5) Reducing Inequality The foundation funds research to inform programs, policies, and practices to reduce inequality in youth outcomes. Some studies may examine approaches that improve outcomes for all youth, but can reduce gaps if applied to those who need them most. Others may identify programs, policies, and practices aimed at elevating the most disadvantaged young people. The foundation also encourages descriptive studies meant to clarify the leverage points or mechanisms that should be addressed in future work. In addition, the foundation is interested in studies that improve the measurement of inequality in ways that will enhance the work of researchers, practitioners, or policymakers. All applications must be submitted via the online application system. Required forms and instructions are available under the specific section for each grant program .

Use of Research Evidence The program supports studies that increase understanding of when and how research evidence is used in policies and practices that affect the development of young people, and ways to improve the use of research.It supports projects that increase understanding of how research is used to frame problems and solutions, make decisions, influence organizational learning, and guide practice improvements. Proposals should be strong theoretically and methodologically. All applications must be submitted via the online application system. Required forms and instructions are available under the specific section for each grant program .

William T. Grant Disting uished Fellows The program is designed to increase the supply of, demand for, and use of high-quality research in the service of improved youth outcomes. To accomplish this goal, the program gives influential mid-career researchers the opportunity to immerse themselves in practice or policy settings and conversely influential practitioners and policymakers the opportunity to work in research settings. Grant awards are made to the applicant's employer, which must be a governmental or private nonprofit organization. All applications must be submitted via the online application system. Required forms and instructions are available under the specific section for each grant program.

William T. Grant Scholars Prog ram The program supports promising early-career scholars from different disciplines, whose research focuses on understanding and reducing inequality among youth ages 5 to 25 in the United States or the use of research evidence in policy and practice affecting youth. It funds studies that enhance the understanding of: (1) reducing inequality, (2) understanding the use of research evidence, and (3) understanding social settings. Candidates are nominated by a supporting institution and must submit five-year research plans that demonstrate creativity, intellectual rigor, and a commitment to continued professional development. Every year, four to six William T. Grant Scholars are selected and each receives $350,000 distributed over a five-year period. .

Youth Service Improvement

78 Children - Boys Funding Source Report The program's goal is to improve the lives of youth. The focus is on small to medium-size organizations that have already had some success, but lack the funds to make needed improvements. The YSIG program is open to community-based organizations in the five boroughs of New York City that want to improve the quality of the services they offer to young people. Awards are $25,000. Applications are accepted for programs that serve youth ages 5 to 25. Applicants must be: community-based organizations that provides services to youth located in the five boroughs of New York City; serve youth directly (staff must have direct contact with youth at the point-of-service); and have an operating budget between $250,000 and $5 million.Grants are awarded in the spring and the fall. Public/private schools are not eligible. All applications must be submitted via the online application system. Required forms and instructions are available under the specific section for each grant program .

Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) LMCL, Inc. New York City, NY - Education, Community Development, Agriculture/Food, Arts and Culture, Human Services Salomon Family Foundation, Inc. Lake Succes s, NY - Community Development, Health, Education, Recreation, Employment The Tudor Foundation, Inc. Greenwich, CT - Community Development, Health, Education, International/Foreig n Affairs, Animals/Wildlife The Sherman Fairchild Foundation, Inc. Chevy Chase, MD - Education, Community Development, Arts and Culture, Mental Health/Cris is Services, Health Zenon C. R. Hansen Foundation Greenwood Villag e, CO - Community Development, Education, Agriculture/Food, Animals/Wildlife, Recreation The Blackstone Charitable Foundation New York City, NY - Education, Community Development, Philanthropy/Voluntaris m, Recreation, Health

Applications/RFPs Letter of inquiry may be submitted online via foundation web site. The foundation will invite applicants to submit proposals through its web site following review of the letter of inquiry. Application to William T. Grant Scholars Program by nomination only. The foundation accepts the New York/ New Jersey Area Common Application Form. Application form not required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Copy of most recent annual report/audited financial statement/990 3. Detailed description of project and amount of funding requested 4. Contact person 5. What distinguishes project from others in its field 6. How project's results will be evaluated or measured 7. Copy of IRS Determination Letter 8. Qualifications of key personnel 9. Timetable for implementation and evaluation of project

Initial Approach: Letter of inquiry for major grants Copies of proposal: 6 Board meeting date(s): Quarterly Deadline(s): See foundation web site for current deadlines Final notification: Following each quarterly board meeting

REQUESTS FOR PROPOSALS (RFPS) William T. Grant Foundation Invites Applications for Research Grants on Reducing Inequality POSTED: 2020-04-06 DEADLINE: 2020-05-06

GIVING LIMIT AT IONS Giving on a national basis; giving limited to NY, NJ, and CT for youth service grants. No grants to individuals or for annual fundraising campaigns, equipment and materials, land acquisition, building or renovation projects, operating budgets, endowments, or scholarships; no loans.

Financials FOR FISCAL YEAR ENDED 2017-12-31 $351,404,107 $11,622,743 Gifts Received: $460 TOTAL ASSETS T OT AL GIVING Expenditures: $19,502,114 Qualifying Distributions: $17,068,217

Giving Activities include: $11,622,743 for grants

Who's Who See who can introduce you to someone at William T. Grant Foundation

Children - Boys Funding Source Report 79 Officers and Trustees (15) Staff (15) Russell Pennoyer Chair. and Trustee Kim DuMont Sr. Prog . Off. Adam Gamoran Pres. and Trustee Linda Rosano Dir., Info Tech Vivian Tseng Sr. V.P., Prog s. Irene Williams Grants Coord., W.T. Grant Scholars Scott Evans Sharon Brewster Grants Coord., ODF Margaret R. Burchinal Vivian Louie Prog. Off. Prudence L. Carter Nancy Rivera-Torres Grants Coord., Major Grants Rosanna Aybar V.P., Finance and Admin. Julie Wong Mgr., Grantmaking Ops. Judson Reis Billy Hunter Content Editor Andres A. Alonso Lenore Neier Mg r. Comms. Greg Duncan Gabrielle Diharce Office Admin. Kenji Hakuta Cristina Fernandez Research Asst. Mary Pattillo T imothy M. Smeeding Sr. Prog . Assoc. Estelle B. Richman Carola Suarez-Orozco Sr. Prog . Assoc. Noah Walley Joseph Ferra Sr. Accountant Mark Soler Jame s Lui Coord., Human Resources and Admin.

Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. William T. Grant‡

William T. Grant Foundation Independent foundation

EIN 131624021 LOCATION CONTACT INFORMATION PUBLICATIONS 60 E. 42nd Street, 43 Contact: Grants Coord. Informational brochure (including application New York City, NY United States 10165-0047 Telephone: (212) 752-0071 guidelines) ADDITIONAL LOCATION INFORMATION Fax: (212) 752-1398 Application guidelines County: New York E-mail: [email protected] Annual report Metropolitan area: New York-Newark-Jersey URL: wtgrantfoundation.org Financial statement City, NY-NJ-PA Grants list Congressional district: New York District 12 Informational brochure

MEMBERS HIPS Affinity Groups Funders Collaborative on Youth Organizing Grantmakers for Children, Youth and Families Grantmakers for Education

80 Children - Boys Funding Source Report