TABLE OF CONTENTS
Brabson Library & Educational Foundation ...... 1
Doris Duke Charitable Foundation, Inc ...... 3
Esther B. Kahn Charitable Foundation ...... 7
Ford Foundation ...... 9
J. Paul Getty Trust ...... 15
Lilly Endowment ...... 19
Meyers Charitable Family Fund ...... 23
Nash Family Foundation ...... 25
New England Foundation for the Arts ...... 27
Paul & daisy Soros Fellowship for New American ...... 30
Surdna Foundation ...... 32
Terra Foundation for American Art ...... 35
The Andrew W. Mellon Foundation ...... 39
The Andy Warhol Foundation for the Visual Arts ...... 44
The Barbro Osher Pro Suecia Foundation ...... 46
The Carl and Lily Pforzheimer Foundation ...... 48
The David and Lucile Packard Foundation ...... 50
The Endeavor Foundation...... 55
The Florence Gould Foundation...... 57
The Gladys Krieble Delmas Foundation ...... 59
The Hearst Foundation...... 61
The Jacob and Hilda Blaustein Foundation ...... 64
The Kettering Family Foundation...... 67
The Kresge Foundation...... 69
The Lynde and Harry Bradley Foundation ...... 73
The Shubert Foundation...... 76
The Shumaker Family Foundation...... 79
W.M. Keck Foundation...... 81
William Randolph Hearst Foundation...... 84
Windgate Charitable Foundation, Inc...... 87 Brabson Library & Educational Foundation Albuquerque, NM, United States | (505) 856-6916 | [email protected]
Funding Interests SUBJECT S Arts services, Biodiversity, Community recreation, Domesticated animals, Education, Elementary and secondary education, Foundations, Higher education, Museums, Natural resources, Opera, Orchestral music, Performing arts, Science museums, Sports
GEOGRAPHIC FOCUS National, Alaska, New Mexico, California, Uganda, New York, Indiana, Massachusetts
POPULATION Academics, Children, Children and youth, Low-income people, Students GROUPS SUPPORT Annual campaigns, Endowments, General support, Program support, Research, Seed money STRATEGIES
About Backg round Established in 1990 in FL
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 See foundation web site for complete application guidelines Application form required. Copies of proposal: 1 Deadline(s): Mar. 15 Final notification: Varies GIVING LIMIT AT IONS Giving on a national basis. No support for religious or political organizations. No grants to individuals, or for food, housing, clothing, or medical support.
Financials FOR FISCAL YEAR ENDED 2018-06-30 $7,947,925 $317,456 Gifts Received: $68,221 TOTAL ASSETS T OT AL GIVING Expenditures: $409,697 Qualifying Distributions: $360,856
Giving Activities include: $317,456 for grants
Who's Who See who can introduce you to someone at Brabson Library & Educational Foundation
Officers (10) Donors (1) JOHN M BRABSON President Note: If a donor is deceased, the symbol (‡) follows the name. JESSICA E BRABSON Vice President Brabson Library Educational George Brabson Clat BENNET BRABSON MEMBER AT LARGE ELIZ ABET H FEAT HERS Secretary ANDREW BRABSON Treasurer G DANA BRABSON, Jr. MEMBER AT LARGE MARGARET BECKER MEMBER AT LARGE BOKF NA dba Bank of Albuquerqu Foundation Mgr. ST EVEN BRABSON MEMBER AT LARGE LANEY BRABSON MEMBER AT LARGE
Arts and Culture Funding Source Report 1 Brabson Library & Educational Foundation Family foundation
EIN 593021777 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7115011005 C/O J Brabson 169 Bighorn Ridge Ne Telephone: (505) 856-6916 PUBLICATIONS Albuquerque, NM United States 87122 E-mail: Application guidelines ADDITIONAL LOCATION INFORMATION [email protected] Grants list County: Bernalillo ADDITIONAL CONTACT INFORMATION Occasional report Metropolitan area: Albuquerque, NM Application address: c/o Elizabeth Feathers, Prog ram policy statement Congressional district: New Mexico District 01 V.P., 4649 Country Rd. 9, East Nassau, NY 12062, tel.: (812) 332-6507
2 Arts and Culture Funding Source Report Doris Duke Charitable Foundation, Inc. New York City, NY, United States | www.ddcf.org | (212) 974-7000
Doris Duke Charitable Foundation, Inc. Most Recent 5 Years At A Glance They've funded 1,002 grants to 472 organizations totaling $332,533,226
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
400 Arts and cul… Health
Environment
Educatio n 200
Co mmunity… Human ser…
Public affairs Number of Grants 0 Philanthropy Human rights
Informatio… 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $100M $200…
Giving Amount Grant Amount
Funding Interests SUBJECT S Arts and culture, Arts services, Biodiversity, Child abuse, Communication media, Diseases and conditions, Environment, Graduate and professional education, Higher education, In-patient medical care, Medical specialties, Modern dance, Music, Natural resources, Performing arts, Philanthropy, Science, Theater, Wildlife biodiversity
GEOGRAPHIC FOCUS National, District of Columbia, New York, Ghana, France, Mozambique, Tanzania, Uganda, South Africa, Massachusetts, Rwanda, Zambia, California
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Researchers GROUPS SUPPORT General support, Participatory grantmaking, Program support, Research, Research and evaluation STRATEGIES TRANSACTION TYPES Employee matching gifts
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
Arts and Culture Funding Source Report 3 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 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.
4 Arts and Culture Funding Source Report 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.
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, geographic area served and grant amounts) No similar funders found at this time.
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:
Arts and Culture Funding Source Report 5 $84,437,306 for grants
Who's Who See who can introduce you to someone at Doris Duke Charitable Foundation, Inc.
Officers and Trustees (20) Staff (31) John E. Zuccotti Chair. and Trustee Lola Adedokun, M.P.H. Prog. Dir., African Health Initiative and Child Well-being Anthony S. Fauci, MD Vice-Chair. Andrew Bowman Prog. Dir., Environment Edward P. Henry Pres. Jenny Chan Sr. Investment Off. Peter A. Nadosy Chair. and Trustee Linda Diamond Prog. Assoc., Grants Admin. Peter Simmons C.O.O. Leslie Engel Prog. Assoc., Medical Research Jeffrey Heil C.I.O. Adrienne Fisher Dir., Grants Admin. and Eval. Eileen Oberlander Cont. and Dir., Finance Zahra Hadi, M.S.W. Prog. Assoc., African Health Initiative and Child Well-being Marion Oates Charles Emeritus and Anne Hawley Emeritus Cheryl Ikemiya Sr. Prog . Off., Arts John J. Mack Emeritus Eliz abeth Miller Prog. Assoc., Environment Harry B. Demopoulos, MD Lillian Osei-Boateng Prog . Assoc., Arts Jame s F. Gill Guli Basu Mg r., Info. Svcs. Kathy Halbreich Ben Cameron Prog. Dir., Arts Nannerl O. Keohane Deborah P. Close Dir., Inf. Svcs. Ang e la K. Mwanza Sindy Escobar-Alvarez Prog. Off., Medical Research Nicholas Scoppetta Phenisher Harris Prog. Assoc., Grants Mgmt. Jide Zeitlin Bets y Myers , Ph.D Prog . Dir., Med. Research Vishakha N. Desai Zeyba Rahman Sr. Prog. Off., Building Bridges Prog. Marie Lynn Miranda Maurine D. Knighton Prog. Dir., Arts Danielle Levoit Prog. Off., Environment Sacha Spector Katrina Bandong Prog. Assoc., Medical Research Rumeli Banik, Ph.D Prog. Off., Child Well-being McKenzie Bennett Prog. Assoc., Child Well-being and Prog. Assoc. African Health Initiative Aly Mifa Solot Prog. Assoc., Building Bridges Ellen Schengrund Accounting Mgr. Thomas Carney Accounting Mgr. Lynn Pipitone Sr. Accountant Jacqueline Guzzi Sr. Accountant Jame s Eodic e Dir., Human Resources Veronica Mayes Human Resources Assoc. Nicole Cruz Human Resources Asst. Felicia Lynch Business Systems Analyst
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 BRIDGE NUMBER 6964329152 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, Funders Concerned About AIDS Inc. Grantmakers for Effective Organizations Community Food Funders Grantmakers in Health Grantmakers in the Arts Health Research Alliance
Associations and Other Philanthropic Organizations Africa Grantmakers' Affinity Group Funders Concerned About AIDS Nonprofit Coordinating Committee of New York, Inc.
6 Arts and Culture Funding Source Report Esther B. Kahn Charitable Foundation Boston, MA, United States | www.estherbkahn.org | (617) 248-4045 | [email protected]
Funding Interests SUBJECT S Agriculture, Arts and culture, Diseases and conditions, Education, Education services, Elementary and secondary education, Higher education, Humanities, Job services, Opera, Performing arts, Performing arts education, Shelter and residential care, Specialty hospital care, Theater, Youth development
GEOGRAPHIC FOCUS National, Massachusetts
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Annual campaigns, Capital campaigns, Continuing support, Convening, Curriculum development, Endowments, Equipment, STRATEGIES Fellowships, General support, Internships, Program evaluations, Program support, Publications, Research, Scholarships, Seed money, Technical assistance
About Purpose and Activities Backg round The foundation supports and funds innovative approaches to education, the arts, and medical research. Established in 1998 in MA
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 Preliminary application through foundation web site; final application by invitation only. See foundation web site for application policies, guidelines and application form. Application form required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Descriptive literature about organization 3. Detailed description of project and amount of funding requested
Initial Approach: E-mail Copies of proposal: 4 Board meeting date(s): Jan. and July. Deadline(s): June 30 and Dec. 30 Final notification: 3 weeks following board meeting GIVING LIMIT AT IONS Giving on a national basis. No support for private foundations. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2018-05-31 $4,721,914 $110,500 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $185,651 Qualifying Distributions: $134,620
Giving Activities include: $110,500 for grants
Who's Who See who can introduce you to someone at Esther B. Kahn Charitable Foundation
Officers (4) Donors (1) John M. Cornish Trus tee Note: If a donor is deceased, the symbol (‡) follows the name. Kristin Abati Trus tee Esther B. Kahn‡
Arts and Culture Funding Source Report 7 Richard J. Eckstein Trus tee Robe rt A. Rus s o Trus tee
Esther B. Kahn Charitable Foundation Independent foundation
EIN 046869254 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1730097119 Two International Pl. Telephone: (617) 248-4045 PUBLICATIONS Boston, MA United States 02110 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: www.estherbkahn.org Informational brochure (including application County: Suffolk guidelines) Metropolitan area: Boston-Cambridge-Newton, MA-NH Congressional district: Massachusetts District 08
8 Arts and Culture Funding Source Report Ford Foundation New York City, NY, United States | www.fordfoundation.org | (212) 573-5000 | [email protected]
Ford Foundation Most Recent 5 Years At A Glance They've funded 5,291 grants to 2,649 organizations totaling $2,383,098,276
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
5K Human rights
Co mmunity… Public affairs
Educatio n 2.5K Philanthropy
Informatio…
Public safety Number of Grants Arts and 0 culture Internation… Human 1 1K 1M 1B <$4 ,999 services $10K-$25K $50K-$100K$500K-$1M $0 $1B $2B
Giving Amount Grant Amount
Funding Interests SUBJECT S Abuse prevention, Agriculture, Antidiscrimination, Arts and culture, Civic participation, Communication media, Community and economic development, Community improvement, Comprehensive sex education, Dance, Democracy, Diversity and intergroup relations, Economic development, Economics, Education, Employment, Environment, Ethnic and racial minority rights, Film and video, Foundations, Higher education, HIV/AIDS, Housing development, Human rights, Human services, Immigrant services, Immigration law, Individual liberties, Interfaith, International development, International relations, Law, Leadership development, Museums, Music, Natural resources, News and public information, Nonprofits, Performing arts, Philanthropy, Public policy, Public works, Reproductive health care, Rural development, Secondary education, Social rights, Social sciences, Sustainable development, Theater, Urban development, Urban planning, Venture philanthropy, Women's services, Youth development
GEOGRAPHIC FOCUS National, International, Africa, Caribbean, Latin America, Asia, Middle East, India, Louisiana, New York, Mexico, Indonesia, China, California, Michigan, Brazil, Kenya, District of Columbia, South Africa, Massachusetts
POPULATION Adolescents, Economically disadvantaged people, Ethnic and racial groups, Immigrants, Indigenous peoples, LGBTQ people, GROUPS Low-income people, People of African descent, People of East Asian descent, People of Latin American descent, People with HIV/AIDS, Women and girls
SUPPORT Continuing support, Endowments, General support, Leadership and professional development, Participatory grantmaking, STRATEGIES Program evaluations, Program support, Public engagement and education, Research and evaluation, System and operational improvements
TRANSACTION TYPES Employee matching gifts, Program-related investments
About Purpose and Activities The foundation will be shifting its grantmaking focus entirely on inequality. To address this, it will be working in fifteen program areas, grouped under seven headings: 1) Civic Engagement and Government; 2) Gender, Ethnic, and Racial Justice; 3) Equitable Development; 4) Inclusive Economies; 5) Internet Freedom; and 6) Youth Opportunity and Learning; 7) Creativity and Free Expression. The foundation will cut its support of several initiatives, including LGBT rights in the United States, direct cash transfers in Latin America, and micro finance. The foundation has an ongoing dialogue with its current portfolio of grantees about its evolving strategy. Those grantees that are being transitioned have been given final notice. The foundation is providing final grants to a number of those organizations. The foundation’s Board of Trustees has authorized the allocation of up to $1 billion of its endowment, to be phased in over 10 years, for mission-related investments (MRIs). .
Backg round Established in 1936 in MI - The foundation was created by the late Edsel Ford, president of the Ford Motor Company, with an initial gift of $25,000. Edsel's father, Henry, was the founder of the Ford Motor Company. The foundation operated as a local philanthropy in the state of Michigan until 1950, when it expanded to become a national and international foundation. Since its inception, it has been an independent, nonprofit, non-governmental organization and has provided more than $16 billion in grants and loans worldwide. These funds derive from an investment portfolio that began with gifts and bequests of Ford Motor Company stock by Henry and Edsel Ford. The foundation no longer owns Ford Motor Company stock, and its diversified portfolio is managed to provide a perpetual source of support for the foundation's programs and operations. The foundation is headquartered in New York and has 10 overseas offices in Asia, Africa and Latin America. The trustees of the foundation set policy and delegate authority to the president and senior staff for the foundation's grant making and operation. Grantmakers explore opportunities to pursue the foundation's goals, formulate strategies and recommend proposals for funding. The foundation has re-located to temporary offices at 1440 Broadway while its landmark headquarters building at 320 E. 43rd St. New York, NY 10017-4801 undergoes a
Arts and Culture Funding Source Report 9 renovation and restoration project. The renovation and restoration project is scheduled to be completed in 2018, at which point the foundation will return to its landmark headquarters building. When the building re-opens, it will not only meet city code for safety and accessibility, it will also be a contemporary work space that is collaborative, open, and green, and the foundation will strive to make the renovated building more environmentally sustainable, and will be pursuing LEED Gold certification.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 (12) Building Institutions and Networks (BUILD) The Building Institutions and Networks (BUILD) initiative is a five-year, $1 billion investment in the long-term capacity and sustainability of up to 300 social justice organizations around the world. The foundation's support aims to strengthen these institutions, making them more effective at achieving their core missions, and reducing inequality in all its forms.
Democratic and Accountable Government The program works to help people become participants in the decisions that have an impact on their lives. This is done primarily by supporting robust and inclusive civic organizations that bring diverse people together and give them a voice in the democratic process. The program has four initiatives: 1) Increasing Civic and Political Participation: The goal is to increase participation of marginalized communities at all levels of civic and political life; 2) Strengthening Civil Society and Philanthropy: The goal is to increase the effectiveness of civic organizations by strengthening their infrastructure and regulatory environment; 3) Promoting Electoral Reform and Democratic Participation: The goal is to eliminate barriers to democratic participation so that marginalized populations in the United States are represented fully; and 4) Promoting Transparent, Effective and Accountable Government: The goal is to improve the transparency, accountability and inclusiveness of government institutions and processes .
Economic Fairness The program works on reforming public systems to help families move out of poverty and build the human capital, financial and productive assets they need for long-term intergenerational economic security. The program has five initiatives: 1) Ensuring Good Jobs and Access to Services: The goal is to help low-wage working families achieve economic self-sufficiency; 2) Promoting the Next Generation Workforce Strategies: The goal is to improve training and employment opportunities for marginalized workers; 3) Building Economic Security Over a Lifetime: The goal is to promote social protection programs that help low-income families achieve economic stability; 4) Improving Access to Financial Services: The goal is to improve access to and the infrastructure for innovative financial products and services for low-income people; and 5) Expanding Livelihood Opportunities for Poor Households: The goal is to reduce poverty for rural and urban low-income households.
Educational Opportunity and Scholarship The program works on strengthening educational systems to ensure all young people receive an education that enables them to engage in meaningful work and contribute as citizens in diverse societies.The program has three initiatives: 1) Transforming Secondary Education: The goal is to transform secondary education through innovative programs that address dropout rates and hold education leaders accountable, making it possible for all young people in China to complete high school; 2) Higher Education for Social Justice: The goal is to foster policy and institutional reforms that improve disadvantaged people's access to and success in high-quality higher education; and 3) More and Better Learning Time: The goal is to reinvent public schools through more and better learning time in neighborhoods of concentrated poverty, so that students are prepared equitably for college, career and civic participation.
Freedom of Expression The program supports policies that ensure equal access to all media platforms, promotes social justice content in media and fosters documentary films that explore the social justice issues on which the foundation focuses. The program has six initiatives:1) Supporting Diverse Arts Spaces: The goal is to promote a new generation of 21st-century arts spaces and arts leadership that reflect the cultural richness of diverse communities; 2) Advancing Public Service Media: The goal is to develop vibrant public interest media that engages and informs citizens worldwide on critical issues; 3) Advancing Media Rights and Access: The goal is to promote universal access, open systems and diversity in the media; 4) Religion in the Public Sphere: The goal is to help increase the presence and effectiveness of diverse religious perspectives dedicated to social justice and to encourage a rigorous and informed public engagement of religion and its role in the U.S. public sphere; 5) Media and Justice: The goal is to support a broad array of journalism and reporting that informs the public on complex social issues; and 6) JustFilms: The goal is to advance social justice worldwide through the talent of emerging and established filmmakers.
Gender, Sexuality and Reproductive Justice The program works to strengthen sexual and reproductive health and rights, and encourage comprehensive sexuality education and evidence-based public discourse on sexuality. The program has six initiatives: 1) Protecting Women's Rights: The goal is to improve the livelihoods of low-income women by strategically addressing inequality and discrimination; 2) Reducing HIV/AIDS Discrimination and Exclusion: The goal is to protect and advance the rights of people affected by HIV/AIDS; 3) Supporting Sexuality Research: The goal is to ensure that evidence-based sexuality and reproductive health and rights research informs public policy and understanding; 4) Promoting Reproductive Rights and the Right to Sexual Health: The goal is to develop national reproductive and sexual health policies and laws supported by regional and international standards; 5) Youth Sexuality, Reproductive Health, and Rights: The goal is to advance policies and programs that ensure the improved sexual and reproductive health of marginalized young women; and 6) Advancing LGBT Rights: The goal is to secure equal rights and protections for lesbian, gay, bisexual and transgender people .
Human Rights The program works to secure equal rights and opportunity for all. It supports efforts to help vulnerable populations gain access to the social, political and cultural institutions that govern their rights The program has five initiatives: 1) Advancing Racial Justice and Minority Rights: The goal is to secure equal rights and greater opportunity for racial and ethnic minorities and indigenous peoples; 2) Protecting Immigrant and Migrant Rights: The goal is to help national, state and local organizations secure and protect migrant rights and integrate them into a broader social justice agenda; 3) Reforming Civil and Criminal Justice Systems: The goal is to ensure access for marginalized groups to a robust criminal justice community committed to fairness and equal protection under the law; 4) Reforming Global Financial Governance: The goal is to make global financial governance systems more transparent, accountable and effective; and 5) Strengthening Human Rights Worldwide: The foundation is working to develop a new architecture for the human rights movement that matches our more globalized era—one that is equipped to confront structural discrimination and inequality, and ensure that the rights of the world’s historically marginalized people are implemented and enforced at the national, regional and international levels.
Matching Gifts The foundation matches the monetary gifts of its employees to charitable organizations.
Metropolitan Opportunity
10 Arts and Culture Funding Source Report The program works across the United States to support efforts that reach beyond individual neighborhoods and cities to connect residents with opportunities in their broader metropolitan economies. The program has three initiatives: 1) Expanding Access to Quality Housing: The goal is to increase access for low-income families to asset-building homes; 2) Promoting Metropolitan Land-Use Innovation: The goal is to stabilize U.S. neighborhoods through innovative land use and community planning strategies; and 3) Connecting People to Opportunity: The goal is to connect low-income people to affordable housing, good jobs and transportation through smart regional planning .
Program-Related Investment The foundation has made PRIs in the form of loans that will help municipalities buy foreclosed homes from financial institutions in an effort to stem property- value declines plaguing U.S. neighborhoods. The foundation has also made PRIs in the form of loans in the U.S. and overseas mostly to intermediaries (e.g., loan funds and venture capital funds) primarily to serve the credit needs of economic development organizations in low-income communities, enterprise development, affordable housing development, the development of social ventures and the development of nonprofits. Historically, the foundation has made PRIs in the form of loans to support the establishment and capitalization of loan funds benefiting housing organizations, cultural institutions, educational programs, enterprise and employment development, as well as the growth of social ventures.
Scholarship Prog ram: International Fellowships Prog ram IFP supported advanced studies for social change leaders from the world's most vulnerable populations. By removing traditional barriers to higher education funding to promote greater equity in developing countries, IFP hoped that alumni would return to their home countries and dedicate themselves to improving conditions in their communities. What Scholarship Covers: Support for educational and living costs Degree Program: Graduate Degree Geographic Scope of Student: Brazil, Chile, China, Egypt, Ghana, Guatemala, India, Indonesia, Kenya, Mexico, Mozambique, Nigeria, Palestine, Peru, Phillippines, Russia, South Africa, Tanzania, Thailand, Uganda, Vietnam Host Countries: Top Host Countries: US, UK, Brazil, Spain, Netherlands, Mexico, Russia, Thailand, South Africa, Chile Population Served: Economically disadvantaged people; at-risk communities; socially disadvantaged people; "Social change leaders from vulnerable populations" Program Model: Community participation; international education Additional resources: 1) https://www.iie.org/Research-and- Insights/Publications/IFP-Report-1 2) https://www.iie.org/Research-and-Insights/Publications/IFP-Report-2 3) https://www.iie.org/Research-and- Insights/Publications/IFP-Report-3 .
Sustainable Development The program works to promote the development of natural resource policies and programs that give poor communities more control over these resources and a stronger voice in decision making on land use and development. The program has two initiatives: 1) Expanding Community Rights Over Natural Resources: The goal is to improve the livelihood of rural poor through increased access to, and decision making on, natural resources; and 2) Climate Change Responses That Strengthen Rural Communities: The goal is to promote climate change policies that meet the needs of rural poor communities worldwide by making grants to support research, advocacy, networking among organizations and communications to increase awareness and training activities .
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 Prospective applicants are advised to carefully review the foundation's initiatives online, and to download and review the Grant Application Guide for additional details about the grant-review process at https://www.fordfoundation.org/work/our-grants/ Application form not required. Initial Approach: After reviewing the Grant Application Guide, submit an inquiry online using the Grant Inquiry Form (http://www.fordfoundation.org/grants/select- country-or-region) Copies of proposal: 1 Deadline(s): None, grants are made throughout the year Final notification: Three months from the time a formal proposal is submitted for a potential grant to be fully reviewed Applications accepted in the following lang uag e(s): Chinese; Portuguese; Spanish GIVING LIMIT AT IONS Giving in the United States, Africa, the Middle East, Asia, Latin America and the Caribbean, and also on a global basis, with a focus on eight core issues. No support for programs for which substantial support from government or other sources is readily available, or for religious sectarian activities. No grants for construction or maintenance of buildings, undergraduate scholarships, or for purely personal or local needs. The vast majority of foundation grants go to organizations. Historically, the foundation has provided a very limited number of fellowship opportunities for individuals, focusing on advanced degrees in areas of interest to the foundation. When available, recipients are selected by universities and other organizations that receive grants from the foundation to support fellowships.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $13,830,304,990 $556,032,905 Gifts Received: $0 TOTAL ASSETS T OT AL GIVING Expenditures: $839,710,881 Qualifying Distributions: $764,973,289
Giving Activities include: $556,032,905 for grants
Who's Who See who can introduce you to someone at Ford Foundation
Officers and Trustees (29) Staff (95)
Arts and Culture Funding Source Report 11 Kofi Appenteng Chair. and Trustee Monica Aleman Cunningham Prog. Off., Protecting Women's Rights Darren Walker Pres. Jonathan Barzilay Dir., Freedom of Expression Martin Abregu Vice President for Democracy, Rights and Justice Louis N. Bickford Prog. Off., Strengthening Human Rights Worldwide Eric Doppstadt Vice President and Chief Investment Officer Amy Brown Prog. Off., Improving Access to Financial Services John W. Bernstein Vice President, Treasurer and Chief Financial Officer Leonardo Burlamaqui Prog. Off., Reforming Global Finance Governance Samantha Gilbert Vice President, Talent and HR Don Chen Dir., Metropolitan Opportunity Kenneth T. Monteiro Vice President, Secy. and Genl. Counsel Innocent Chukwuma Rep., West Africa Hilary Penning ton Vice President for Education, Creativity and Free Achmat Dangor Rep., Southern Africa Expression Penny Davies Prog. Off., Climate Change Responses That Strengthen Rural Dr. Francisco Cigarroa Chair-elect Communities Alfred Ironside V.P., Global Communications Lisa Davis Prog. Off., Expanding Access to Quality Housing; Promoting Irene Hirano Inouye Metropolitan Land-Use Innovation; Connecting People to Opportunity Robe rt S. Kaplan Frank F. DeGiovanni Dir., Financial Assets Lourde s Lope z Noha El-Mikawy Representative, Middle East and North Africa Thurgood Marshall, Jr. Ivana Fertziger Prog. Off., Expanding Livelihood Opportunities for Poor Ursula Burns Hous eholds Tim Berners-Lee Jos e ph B. Gitari Sr. Prog. Off., Promoting Transparent, Effective and Martin Eakes Accountable Government; Advancing Economic and Social Rights Amy Falls Margaret Hempel Dir., Sexuality and Reproductive Health and Rights Juliet V. Garcia David Hulse Representative, Indonesia J. Clifford Hudson Alexander Irwan Prog. Off., Promoting Transparent, Effective and Accountable Paula Moreno Government N.R. Narayana Murthy Kristen Jarvis Chief of Staff Peter A. Nadosy LaShawn R. Jefferson Prog. Off., Protecting Women's Rights Gabrielle Sulz berg er He Jin Acting Rep., China Cecile Richards David Kaimowitz Dir., Sustainable Development Bryan Stephenson Montasser Kamal Acting Representative, Middle East and North Africa Ai-jen Poo Ajit Kanitkar Prog. Off., Expanding Livelihood Opportunities for Poor Marca Bristo Hous eholds Gbenga Oyebode Amy Kenyon Prog. Off., Connecting People to Opportunity Surina Khan Interim Dir., Democratic Participation Jee Kim Prog. Off., Increasing Civic and Political Participation Jean Paul Lac os te Sr. Prog. Off., Building Economic Security Over a Lifetime; Expanding Livelihood Opportunities for Poor Households Kirs te n D. Le ving s ton Prog. Off., Reforming Civil and Criminal Justice Systems Maurice Makoloo Rep., Eastern Africa Jerry Maldonado Prog. Off., Expanding Access to Quality Housing; Promoting Metropolitan Land-Use Innovation; Connecting People to Opportunity Nazeema Mohamed Prog. Off., Higher Education for Social Justice Vanita Nayak Mukherjee Prog. Off., Policies and Programs for Adolescent Sexual and Reproductive Health Nicolette Naylor Sr. Prog. Off., Promoting Transparent, Effective and Accountable Government Helen Neuborne Dir., Quality Employment Paul Nwulu Prog. Off., Advancing Public Service Media Jeannie Oakes Dir., Educational Opportunity and Scholarship Rosemary Okello Orlale Prog. Off., Advancing Public Service Media Leticia Osorio Prog. Off., Advancing Racial Justice and Minority Rights; Strengthening Human Rights Worldwide Shruti Pandey Prog. Off., Advancing Economic and Social Rights Bob Pullin Chief of Digital Engagement Barbara Raab Prog. Off., Media and Justice Rakesh Rajani Dir., Democratic Participation and Governance Kavita N. Ramdas Rep., India, Nepal and Sri Lanka Sanjiv Rao Prog. Off., More and Better Learning Time Steve Rhee Prog. Off., Expanding Community Rights Over Natural Resources Lourde s A. Rive ra Prog. Off., Promoting Reproductive Rights and the Right to Sexual Health Laine Romero-Alston Prog. Off., Promoting the Next Generation Workforce Strateg ies Je an Ros s Prog. Off., Promoting Transparent, Effective and Accountable Government Margaret A. Rug adya Prog. Off., Expanding Community Rights Over Natural Resources Graciela Selaimen Prog. Off., Advancing Media Rights and Access Ivan Tumuhimbise Prog. Off., Expanding Livelihood Opportunities for Poor Hous eholds Robe rta Uno Sr. Prog. Off., Supporting Diverse Arts Spaces Aurelio Vianna, Jr. Sr. Prog. Off., Advancing Racial Justice and Minority Rights; Expanding Community Rights Over Natural Resources Katherine Wilhelm Prog. Off., Reforming Civil and Criminal Justice Systems Douglas Wood Prog. Off., Higher Education for Social Justice Luna Yasui Prog. Off., Advancing LGBT Rights Graham Macmillan Sr. Prog.Off., Inclusive Economies
12 Arts and Culture Funding Source Report Ravina Aggarwal Prog. Off., Advancing Media Rights and Access Felipe Aguero Prog. Off., Advancing Racial Justice and Minority Rights; Strengthening Human Rights Worldwide Heidi Arbuckle Prog. Off., Advancing Public Service Media Clarisa Bencomo Prog . Off., Promoting Transparent, Effective and Accountable Government Rocio L. Cordoba Prog. Off., Supporting Sexuality Research; Sexuality and Reproductive Health Education Moushira Elg ez iri Prog. Off., Higher Education for Social Justice Nilcea Freire Rep., Brazil Frederick James Frelow Prog. Off., More and Better Learning Time Helena Hofbauer Rep., Mexico and Central America Laila Hourani Prog. Off., Supporting Diverse Arts Spaces Susan Jolly Prog. Off., Sexuality and Reproductive Health Education Brook Kelly-Green Prog. Off., Reducing HIV/AIDS Discrimination and Exclusion Kilolo Kijakaz i Prog. Off., Building Economic Security Over a Lifetime Elizabeth Knup Rep., Beijing Kimberly Krasevac-Szekely Prog. Off., Protecting Immigrant and Migrant Rig hts Zongmin Li Prog. Off., Expanding Community Rights Over Natural Resources Ana Luisa Lig uori Prog. Off., Reducing HIV/AIDS Discrimination and Exclusion; Promoting Reproductive Rights Christine Looney Sr. Prog. Investment Off. Vivek Malhotra Dir., Civil and Human Rights Myriam Mendez-Montalvo Rep., Andean Region and Southern Cone Cara Mertes Dir., JustFilms Paula Nimpuno-Parente Prog. Off., Building Economic Security Over a Lifetime; Expanding Livelihood Opportunities for Poor Households Friday Okonofua Prog. Off., Policies and Programs for Adolescent and Sexual Reproductive Health Rafiuddin Palinrungi Prog. Off., Expanding Livelihood Opportunities for Poor Hous eholds Luis Fernando Perez Prog. Off., Higher Education for Social Justice Mayra Peters-Quintero Prog. Off., Protecting Immigrant and Migrant Rights Vasant Saberwal Prog. Off., Expanding Community Rights Over Natural Resources Ghada Abdel Tawab Prog. Off., Strengthening Human Rights Worldwide Jenny Toomey Dir., Advancing Media Rights and Access Anna Shireen Wadia Prog. Off., Ensuring Good Jobs and Access to Svcs. Eka Es u Williams Prog. Off., Policies and Programs for Adolescent Sexual and Reproductive Health Eliz abeth Alexander Dir., Creativity and Free Expression Eva Kouka-Quenum Prog. Off., Government Transparency Michael Brennan Technology Prog. Off., Internet Freedom Ke vin Ryan Prog . Off., Detroit Roy Swan Dir., Mission Investments Portfolio Vuyis wa Sidz umo Prog. Off., South Africa Maria Torres-Springer V.P., U.S. Prog s.
Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Henry Ford‡ Edsel Ford‡
Ford Foundation Independent foundation
EIN 131684331 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2664274120 1440 Broadway Contact: Secy. PUBLICATIONS New York City, NY United States 10018-2301 Telephone: (212) 573-5000 Annual report ADDITIONAL LOCATION INFORMATION Fax: (212) 351-3677 Informational brochure County: New York E-mail: [email protected] Occasional report Metropolitan area: New York-Newark-Jersey City, URL: www.fordfoundation.org NY-NJ-PA Congressional district: New York District 12
MEMBERS HIPS Reg ional Associations of Grantmakers Council of Michigan Foundations Philanthropy Northwest Northern California Grantmakers Southeastern Council of Foundations Southern California Grantmakers
Affinity Groups
Arts and Culture Funding Source Report 13 Asian Americans/Pacific Islanders in Philanthropy, Grantmakers for Education Inc. Grantmakers for Effective Organizations Association of Black Foundation Executives, Inc. Grantmakers for Income Security Taskforce EDGE Funders Alliance Grantmakers Without Borders EPIP/Tpdes Center Hispanics in Philanthropy Funders Collaborative on Youth Organizing International Funders for Indigenous Peoples Funders Committee for Civic Participation International Human Rights Funders Group Funders Network of Pop Rep H and R Mission Investors Exchange Grantmakers for Children, Youth and Families National Committee for Responsive Philanthropy Native Americans in Philanthropy Neighborhood Funders Group Peak Grantmaking, Inc. Technology Affinity Group The Communications Network The Funders' Network for Smart Growth and Livable Communities The Philanthropy Roundtable
Associations and Other Philanthropic Organizations EDGE Funders Alliance Hispanics in Philanthropy Funders Network of Pop Rep H and R International Funders for Indigenous Peoples Grantmakers Without Borders International Human Rights Funders Group Nonprofit Coordinating Committee of New York, Inc. Russian Donors Forum
14 Arts and Culture Funding Source Report J. Paul Getty Trust Los Ang eles, CA, United States | www.getty.edu | (310) 440-6040 | GettyFoundation@g etty.edu
J. Paul Getty Trust Most Recent 5 Years At A Glance They've funded 1,288 grants to 684 organizations totaling $61,296,072
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
500 Arts and cul… Educatio n So cial scie… Informatio… 250 Co mmunity… Environment Public affairs Number of Grants Science 0 Religio n Philanthro py
1 1K 1M 1B <$4 ,999 $10K-$25K $0 $50K-$100K$500K-$1M $25M $50M $75M
Giving Amount Grant Amount
Funding Interests SUBJECT S Architecture, Art conservation, Art history, Arts and culture, Arts education, Arts services, Communication media, Community and economic development, Cultural awareness, Economic development, Education, Elementary and secondary education, Employment, Higher education, Historic preservation, Historical activities, Human services, Humanities, Job training, Libraries, Museums, Performing arts, Visual arts, Youth development
GEOGRAPHIC FOCUS National, California, Germany, United Kingdom, France, Italy
POPULATION Academics, Children and youth, Ethnic and racial groups, Students GROUPS SUPPORT Fellowships, Internships, Program support, Publications, Research, Research and evaluation STRATEGIES TRANSACTION TYPES Employee matching gifts, Grants to individuals, Matching grants
About Purpose and Activities The grant making arm of the J. Paul Getty Trust, the Getty Foundation, supports individuals and institutions committed to advancing the understanding and preservation of the visual arts locally and throughout the world. The majority of its funding is through initiatives that target a particular issue or region, and that are carried out in collaboration with the other Getty prog rams–the J. Paul Getty Museum, the Getty Research Institute, and the Getty Conservation Institute. The foundation focuses on the following four broad areas: Access to Museum and Archival Collections, Art History as a Global Discipline, Advancing Conservation Practice, and Leadership and Professional Development.
Backg round Operating trust established in 1953 in CA as J. Paul Getty Museum; Grant Program established in 1984 - Founded by J. Paul Getty, who was the founder of the Getty Oil Company, and who viewed art as a civilizing influence in society and strongly believed in making art available to the public for its education and enjoyment. He opened the J. Paul Getty Museum to the public in 1954. This small museum, established in his ranch house in Malibu, housed collections of Greek and Roman antiquities, 18th-century French furniture, and European paintings. Fascinated with the ancient world of the Mediterranean, he later built a Roman-style villa, modeled after the Villa dei Papiri of the first century A.D. When most of Mr. Getty's personal estate passed to the Trust in 1982, the Trustees sought to make a greater contribution to the visual arts through an expanded museum as well as a range of new programs. The Getty Conservation Institute, the Getty Research Institute, and the Grant Program were founded in the 1980s. The Getty Center opened in 1997 and the Getty Villa in Malibu, the original location of the J. Paul Getty Museum, reopened in early 2006 with a new mission as an educational center and museum dedicated to the arts and cultures of ancient Greece, Rome, and Etruria. The J. Paul Getty Trust, which is a private operating foundation, continues Mr. Getty's vision, supported by directions from his will, which calls for "the diffusion of artistic and general knowledge." As one of the largest supporters of arts in the world, the J. Paul Getty Trust is an international, cultural, and philanthropic institution that focuses on the visual arts in all their dimensions. The Getty serves both the general public and a wide range of professional communities in Los Angeles and throughout the world through the work of the four Getty programs—the Museum, Research Institute, Conservation Institute, and the Getty Foundation. The Getty is based in Los Angeles, California, and welcomes nearly 1.8 million visitors each year to its two locations, the Getty Center in Los Angeles and the Getty Villa in Malibu. J. Paul Getty Trust is a private operating foundation and most of its qualifying distributions are paid out for administration of operating programs and not for grants. Total giving includes only grants and grant-related expenses as reported
Prog ram Areas (13)
Arts and Culture Funding Source Report 15 Access to Museum Collections The foundation provides grants that increase access to significant museum and archival collections, with an emphasis on digital access and on projects that involve collaboration among multiple institutions. Current initiatives are Pacific Standard Time Presents: Modern Architecture in L.A.; Pacific Standard Time: L.A./L.A.; and the Online Scholarly Catalogue Initiative.
Advancing Conservation Practice The foundation promotes the interdisciplinary practice of conservation by supporting projects that foster collaboration between conservators, art historians, conservation scientists, and other heritage professionals. Current initiatives are Panel Paintings and MOSAIKON.
Art History as a Global Discipline The foundation aims to strengthen art historical scholarship and to provide opportunities for sustained international exchange among scholars. Current initiatives include Connecting Art Histories.
Conservation Guest Scholars Supports new ideas and perspectives in the field of conservation, this program provides an opportunity for professionals to pursue scholarly research in an interdisciplinary manner across traditional boundaries in areas of wide general interest to the international conservation community. Grants are for established conservators, scientists, and professionals who have attained distinction in conservation and allied fields. Conservation Guest Scholars are in residence at the Getty Center for three to nine consecutive months. A monthly stipend of $3,500 is awarded. For complete application information and guidelines see web site. E- mail:[email protected].
Getty Scholar Grants Recipients are in residence at the Getty Research Institute, where they pursue their own projects free from academic obligations, make use of Getty collections, join their colleagues in a weekly meeting devoted to an annual theme, and participate in the intellectual life of the Getty. These grants are for established scholars, artists, or writers who have attained distinction in their fields. Applications are welcome from researchers of all nationalities who are working in the arts, humanities, or social sciences. A stipend of up to $65,000 per year will be awarded based on length of stay, need, and salary. For complete application information and guidelines see web site. E-mail:[email protected].
Graduate Interns The internships are offered in the four programs of the J. Paul Getty Trust—the J. Paul Getty Museum, the Getty Research Institute, the Getty Conservation Institute, and the Getty Foundation—to students who intend to pursue careers in fields related to the visual arts. Training and work experience are available in areas such as curatorial, education, conservation, research, information management, public programs, and grantmaking. Applicants must be either students currently enrolled in a graduate program leading to an advanced degree in a field relevant to the internship(s) for which they are applying, or individuals who have completed a relevant graduate degree on or after Jan. 1, 2011, with postgraduate activities in their field, paid or unpaid. Internships are located at the Getty Center in Los Angeles or the Getty Villa in Malibu. All positions are full-time and grant amounts are $17,400 for eight months and $26,000 for twelve months. The grant includes health benefits, but housing and relocation funds are not provided. For complete application information and guidelines see web site. E-mail: [email protected].
Grants to Individuals Prog ram Support to scholars in the art history field, and internships to undergraduate and graduate students interested in exploring career possibilities in the visual arts, museum professions, and art history.
Leadership and Professional Development Recognizing that the continued vitality of the fields we serve depends on the quality of their leaders, the Getty Foundation funds professional development opportunities for individuals at various stages of their careers. Current grant programs are Multicultural Graduate Interns, Graduate Internships, Professional Development and Getty Leadership Institute.
Library Research Grants Provides partial, short-term support for costs relating to travel and living expenses for scholars whose research requires use of specific collections housed in the Research Library at the Getty Research Institute. Grants are intended for scholars at any level who demonstrate a compelling need to use materials housed in the Research Library, and whose place of residence is more than eighty miles from the Getty Center. Library Research Grants range from $500 to $2,500. The research period may range from several days to a maximum of three months.For complete application information and guidelines see foundation web site. E- mail:[email protected].
Multicultural Undergraduate Getty Internships Internships provide stipends of $3,500 for ten-week summer internships at the Getty Center in Los Angeles and the Getty Villa in Malibu, California. The internships are full time. Health insurance, housing, and transportation are not provided. Students interested in internships at other organizations should refer to the list of available positions throughout Los Angeles County. For more information see web site. E-mail:[email protected] .
Multicultural Undergraduate Interns The program has funded substantive, full-time summer work opportunities for students at Los Angeles-area museums and visual arts organizations. The internships are intended specifically for currently enrolled undergraduates and recent graduates residing or attending college in Los Angeles County who are members of groups currently underrepresented in museums and visual arts organizations. Eligible organizations must be a museum or visual arts organization located in Los Angeles County and a nonprofit as defined by section 501(c)(3) of the United States Internal Revenue Service Code. Eligible students must: 1) be of African American, Asian, Latino/Hispanic, Native American, or Pacific Islander descent; 2) currently enrolled undergraduates; 3) reside or attend college in Los Angeles County and be a United States citizen or permanent resident. The internships are full-time (40 hours/week) positions, each with a salary of $3,500. For complete application information and guidelines see web site. E-mail: [email protected].
Postdoctoral Fellowship in Conservation Science The fellowship is a two-year residence program at the Getty Center. Applications are welcome from scientists of all nationalities who are interested in pursuing a career in conservation science and have received a PhD in chemistry/physical science no earlier than 2008. A background in the humanities is helpful, and strong science working practices are essential. For complete application information and guidelines see web site. E-mail:[email protected].
Pre- and Postdoctoral Fellowships The fellowships provide support for emerging scholars to complete work on projects related to the Getty Research Institute's annual theme. Recipients are in residence at the Getty Research Institute, where they pursue research to complete their dissertations or to expand them for publication. Fellows make use of the Getty collections, join in a weekly meeting devoted to the annual theme, and participate in the intellectual life of the Getty. Applications are welcome from scholars of all nationalities. Predoctoral fellowship applicants must have advanced to candidacy by the time of the fellowship start date and should expect to complete
16 Arts and Culture Funding Source Report their dissertations during the fellowship period. Postdoctoral fellowship applicants must not have received their degree earlier than 2008. Predoctoral Fellows are in residence from Sept. to June and receive a stipend of $25,000. Postdoctoral Fellows are in residence from September to June and receive a stipend of $30,000. For complete application information and guidelines see web site. E-mail:[email protected].
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 The foundation maintains its commitment to increasing the understanding and preservation of the visual arts, both in Los Angeles and throughout the world. The foundation's four strategic priorities are: 1) access to museum and archival collections; 2) art history as a global discipline; 3) advancing conservation practice; and 4) leadership and professional development. Within these focus areas, current initiatives range from support for exhibitions about the development of avant-garde art in Southern California to the conservation of mosaics in the Mediterranean. The Getty Foundation also maintains support for long-standing leadership and professional development programs including internships and the Getty Leadership Institute. For additional information, guidelines and updates, or to review current initiatives and programs in detail, please visit the foundation's web site. Application form not required. Initial Approach: See web site for online applications. GIVING LIMIT AT IONS Giving on a national and international basis, with emphasis on Los Angeles and Southern CA. No grants for operating or endowment purposes, start-up, construction or maintenance of buildings, or acquisition of works of art.
Financials FOR FISCAL YEAR ENDED 2018-06-30 $13,229,039,289 $13,069,731 Gifts Received: $17,413,644 TOTAL ASSETS T OT AL GIVING Expenditures: $324,582,190 Qualifying Distributions: $394,169,331
Giving Activities include: $13,069,731 for grants
Who's Who See who can introduce you to someone at J. Paul Getty Trust
Officers (23) Staff (5) Maria Hummer- T uttle Chair, Board of Trustees DEBORAH MARROW DIRECTOR, FOUNDATION Neil L Rudenstine V. Chair, Board of Trustees TIMOTHY POTTS DIRECTOR, GETTY MUS. James Cuno Trustee, Pres. & CEO WOLFGANG GAEHTGENS DIRECTOR, RSCH INST. Megan B Chernin Trus tee DAVID HUGHES MANAGING DIR. PUB SE Bruce W Dunlevie Trus tee TIMOTHY P WHALEN DIR, CONSERV. INST. Frances Daly Fergusson Trus tee Pame la J Joyne r Trus tee Donors (1) Ronald S Lauder Trus tee Note: If a donor is deceased, the symbol (‡) follows the name. Paul LeClerc Trus tee J. Paul Getty‡ David Le e Trus tee Robert W Lovelace Trus tee Thelma Melendez de Santa Ana Trus tee Ronald P Spog li Trus tee John J Studzinski Trus tee Steve Algert Mng. Dir & Asst Treas. Stephen W Clark VP, Gen. Counsel, & Secretary Ric h Fag e n VP, Chief Digital Officer Myron Hartwig VP, Comm & Corp Relations William G Humphries Controller Benjamin Liou Mng Dir Eq & Bonds, Asst Treas Janet Feldstein McKillop VP, Development James M Williams VP, Treasurer & CIO Patricia Woodworth VP, CFO & COO
J. Paul Getty Trust Operating foundation
EIN 951790021 LOCATION CONTACT INFORMATION BRIDGE NUMBER 5894123974 1200 GETTY CENTER DRIVE Telephone: (310) 440-6040 PUBLICATIONS Los Angeles, CA United States 90049 Fax: (310) 440-7703 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Annual report County: Los Angeles URL: www.getty.edu Grants list Arts and Culture Funding Source Report 17 Metropolitan area: Los Angeles-Long Beach- Anaheim, CA Congressional district: California District 34
MEMBERS HIPS Reg ional Associations of Grantmakers Southern California Grantmakers
Affinity Groups Grantmakers in the Arts Peak Grantmaking, Inc. Technology Affinity Group
18 Arts and Culture Funding Source Report Lilly Endowment Inc. Indianapolis, IN, United States | www.lillyendowment.org | 3179245471
Lilly Endowment Inc. Most Recent 5 Years At A Glance They've funded 5,566 grants to 2,214 organizations totaling $2,429,514,905
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
2K Educatio n Co mmunity… Religio n
Human ser… 1K Philanthropy Arts and cul…
Science Number of Grants Health 0
Public affairs Public safety 1 1K 1M 1B 1T <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $1B $2B
Giving Amount Grant Amount
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, Graduate and professional education, Higher education, Historic preservation, Historical activities, 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, Canada, Ethiopia
POPULATION Academics, Adolescents, Adults, American Indians, Boys, Children, Children and youth, Ethnic and racial groups, Girls, Homeless GROUPS 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, 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
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.
Arts and Culture Funding Source Report 19 Education 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.
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, geographic area served and grant amounts) No similar funders found at this time.
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. How project's results will be evaluated or measured 3. Copy of IRS Determination Letter 4. Brief history of organization and description of its mission 5. Population served 6. Qualifications of key personnel 7. How project will be sustained once grantmaker support is completed 8. Timetable for implementation and evaluation of project 9. Detailed description of project and amount of funding requested 10. Listing of additional sources and amount of support 11. Copy of current year's organizational budget and/or project budget
20 Arts and Culture Funding Source Report 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 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 2017-12-31 $11,678,575,352 $445,700,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $492,371,786 Qualifying Distributions: $445,700,000
Giving Activities include: $445,700,000 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 BRIDGE NUMBER 6585420388 2801 N. Meridian St., P.O. Box 88068 Contact: Ronni Kloth, Comm. Dir. PUBLICATIONS Indianapolis, IN United States 46208-0068 Telephone: 3179245471
Arts and Culture Funding Source Report 21 Application guidelines ADDITIONAL LOCATION INFORMATION Fax: (317) 926-4431 Annual report (including application guidelines) County: Marion URL: www.lillyendowment.org Occasional report Metropolitan area: Indianapolis-Carmel- Anderson, IN Congressional district: Indiana District 07
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
22 Arts and Culture Funding Source Report Meyers Charitable Family Fund Orland Park, IL, United States | 7089951956
Funding Interests SUBJECT S Arts and culture, Biodiversity, Child welfare, Christianity, Communication media, Domesticated animals, Education, Environment, Fishing and aquaculture, Foundations, Hospital care, Human services, In-patient medical care, Libraries, Museums, Natural resources, Performing arts, Public policy, Unknown or not classified, Wildlife biodiversity, Youth development, Zoos
GEOGRAPHIC FOCUS National, California, District of Columbia, Idaho, Illinois, Virginia, Tanzania, Egypt, New York, Bhutan, Dominican Republic, China
POPULATION Academics, Children and youth, Christians, Economically disadvantaged people, Episcopalians and Anglicans, Low-income GROUPS people, Protestants, Students SUPPORT General support STRATEGIES ORGANIZAT ION Public charities TYPES
About Backg round Established in 1988 in IL
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 Application form not required. Initial Approach: Proposal Deadline(s): None GIVING LIMIT AT IONS Giving primarily in CA, DC, ID and IL. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $93,550 $88,450 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $99,081 Qualifying Distributions: $88,450
Giving Activities include: $88,450 for grants
Who's Who See who can introduce you to someone at Meyers Charitable Family Fund
Officers (3) Frederick Meyers President Michael Meyers Secretary/Tre Margery McGrew Director
Meyers Charitable Family Fund Family foundation
EIN 363610777 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1406853122 17524 Olivia Lane Telephone: 7089951956 Orland Park, IL United States 60467 ADDITIONAL LOCATION INFORMATION
Arts and Culture Funding Source Report 23 County: Cook Metropolitan area: Chicago-Naperville-Elgin, IL- IN-WI Congressional district: Illinois District 03
24 Arts and Culture Funding Source Report Nash Family Foundation New York City, NY, United States | [email protected]
Funding Interests SUBJECT S Arts and culture, Communication media, Community improvement, Elementary and secondary education, Family services, Graduate and professional education, Human services, Humanities, In-patient medical care, International development, Judaism, Museums, Nonprofits, Performing arts, Religion, Special population support, Theology
GEOGRAPHIC FOCUS National, International, Israel, New York
POPULATION Adults, Children and youth, Economically disadvantaged people, Jewish people, Low-income people, People with disabilities, GROUPS People with physical disabilities, People with psychosocial disabilities, Seniors, Young adults SUPPORT Capacity-building and technical assistance, Capital and infrastructure, Financial sustainability, Fundraising, General support, STRATEGIES Program support, Regranting, Seed money
About Purpose and Activities Backg round Support primarily for underserved Jewish populations, arts and culture, health care organizations. Established in 1964 in NY
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 All doctors, fellows, medical professionals, fiscal sponsors, and other interested parties should please note the discontinuation of the Nash Family Foundation Medical Training Fellowship Program and the Fellowship program. No further applications will be accepted for this program 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. Listing of board of directors, trustees, officers and other key people and their affiliations 4. Copy of IRS Determination Letter 5. Copy of most recent annual report/audited financial statement/990
Initial Approach: Telephone, letter or e-mail Copies of proposal: 2 Board meeting date(s): Throughout the year Deadline(s): None Final notification: 6 months GIVING LIMIT AT IONS Giving primarily in New York, NY and Israel. No support for political organizations. No grants to individuals or for conferences.
Financials FOR FISCAL YEAR ENDED 2018-06-30 $24,621,895 $7,414,582 Gifts Received: $3,000,000 TOTAL ASSETS T OT AL GIVING Expenditures: $8,871,823 Qualifying Distributions: $8,169,168
Giving Activities include: $7,414,582 for grants
Who's Who See who can introduce you to someone at Nash Family Foundation
Officers (4) Staff (2) HELEN NASH CHAIRMAN JUDIT H GINSBERG EXECUTIVE DIRECTOR
Arts and Culture Funding Source Report 25 MORRIS H ROSENT HAL SECRETARY & TREASURER YVET T E SCHOPS GRANTS MANAGER PAMELA ROHR EXECUTIVE VICE PRESIDENT JOSHUA NASH PRESIDENT Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Helen Nash Helen Nash
Nash Family Foundation Family foundation
EIN 136168559 LOCATION CONTACT INFORMATION BRIDGE NUMBER 0151317367 1 Rockefeller Plz., 20th Fl. E-mail: [email protected] New York City, NY United States 10020 ADDITIONAL CONTACT INFORMATION ADDITIONAL LOCATION INFORMATION Additional e-mail: [email protected] County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12
26 Arts and Culture Funding Source Report New England Foundation for the Arts Boston, MA, United States | www.nefa.org | (617) 951-0010 | [email protected]
New England Foundation for the Arts Most Recent 5 Years At A Glance They've funded 887 grants to 475 organizations totaling $13,119,460
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
400 Arts and cul… Educatio n Informatio… Co mmunity… 200 S po rts and … Human rights Human ser… Number of Grants Philanthropy 0 Environment Public affairs
1 100 10K 1M 1… <$4 ,999 $10K-$25K $0 $50K-$100K$500K-$1M $5M $10M $15M
Giving Amount Grant Amount
Funding Interests SUBJECT S Arts administration, Arts and culture, Arts councils, Arts exchange, Arts services, Communication media, Community improvement, 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, Theater, Visual arts, Vocal music
GEOGRAPHIC FOCUS National, International, Vermont, Maine, New Hampshire, Rhode Island, Massachusetts, Connecticut, Canada, India, New York, California, Japan, Brazil, Iran, Guatemala
POPULATION Academics, Adults, Children and youth, Economically disadvantaged people, Low-income 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 Multipurpose centers 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.
Arts and Culture Funding Source Report 27 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 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, geographic area served and grant amounts) No similar funders found at this time.
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
28 Arts and Culture Funding Source Report 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 Z ELL ELLSWORT H DIRECTOR GEOFF HARGADON DIRECTOR JANE JAMES RESIGNED JUNE 2 0 17 DIRECTOR DOUGLAS KEIT H TREASURER JULIE RICHARDS DIRECTOR ELIZ ABET H T HEOBALD RICHARDS DIRECTOR RANDALL ROSENBAUM DIRECTOR LAWRENCE SIMPSON CHAIR ANN SMIT H SECRETARY PAM TATGE DIRECTOR T ED WENDELL DIRECTOR MARCO WERMAN DIRECTOR VIRGINIA LUPI DIRECTOR CARRIE Z ASLOW DIRECTOR KRIST INA NEWMAN- SCOT T DIRECTOR TAYLOR HO BYNUM DIRECTOR BARBARA MURPHY DIRECTOR CHIP NUWELL DIRECTOR LISA WONG DIRECTOR JANE PREST ON DEPUTY DIRECTOR; ASST SECRETARY CAT HERINE 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 BRIDGE NUMBER 0359559967 145 Tremont St, Seventh Floor Telephone: (617) 951-0010 PUBLICATIONS Boston, MA United States 02111 Fax: (617) 951-0016 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Annual report County: Suffolk URL: www.nefa.org Newsletter Metropolitan area: Boston-Cambridge-Newton, MA-NH Congressional district: Massachusetts District 07
MEMBERS HIPS Affinity Groups Grantmakers in the Arts
Arts and Culture Funding Source Report 29 Paul & Daisy Soros Fellowships for New Americans New York City, NY, United States | www.pdsoros.org | (212) 547-6926 | [email protected]
Funding Interests SUBJECT S Arts and culture, Community improvement, Education, Graduate and professional education, Higher education, Historical activities, Museums, Performing arts
GEOGRAPHIC FOCUS National, New York
POPULATION Academics, Adults, Children and youth, Immigrants GROUPS SUPPORT Fellowships, General support STRATEGIES TRANSACTION TYPES Grants to individuals
About Purpose and Activities Grants to new Americans for graduate study. Giving limited to permanent U.S. residents, naturalized U.S. citizens, and U.S.-born applicants who are the children of two naturalized U.S. citizens.
Backg round Prog ram Area Established in 1994 in NY Grants to Individuals Prog ram Fellowships to graduate students who are new Americans for study in any graduate program.
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 Application forms, guidelines, and guidance for recommenders for the Fellowship for New Americans are available on foundation web site Application form required. Initial Approach: See web site for details Board meeting date(s): Feb. and Oct. of each year. Deadline(s): Nov. 1 (it is encouraged that materials be submitted prior to this date) Final notification: 2 months from Nov. 1 Additional information: Applications should include 2 topical essays, a resume, 3 letters of recommendation, and transcripts. Please see the foundation web site for details. GIVING LIMIT AT IONS Giving on a national basis. No grants for academic fees other than tuition.
Financials FOR FISCAL YEAR ENDED 2016-12-31 $56,028,335 $2,927,153 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $4,451,214 Qualifying Distributions: $4,129,129
Giving Activities include: $2,927,153 for grants
Who's Who See who can introduce you to someone at Paul & Daisy Soros Fellowships for New Americans
Governing Body (3) Donors (1) Daisy Soros Trus tee Note: If a donor is deceased, the symbol (‡) follows the name. Yulian Ramos Deputy Director Paul Soros Craig Harwood Director 30 Arts and Culture Funding Source Report Paul & Daisy Soros Fellowships for New Americans Family foundation
EIN 137057096 LOCATION CONTACT INFORMATION BRIDGE NUMBER 6405423422 224 W. 57th St. Telephone: (212) 547-6926 PUBLICATIONS New York City, NY United States 10019-3212 Fax: (212) 548-4623 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Informational brochure County: New York URL: www.pdsoros.org Newsletter Metropolitan area: New York-Newark-Jersey ADDITIONAL CONTACT INFORMATION City, NY-NJ-PA E-mail for Craig Harwood, Dir.: Congressional district: New York District 10 [email protected]; e-mail for Yulian Ramos, Deputy, Dir.: [email protected]
MEMBERS HIPS Affinity Groups Grantmakers Concerned with Immigrants and National Association of Fellowships Advisors Refugees
Associations and Other Philanthropic Organizations Grantmakers Concerned with Immigrants and Refugees
Arts and Culture Funding Source Report 31 Surdna Foundation, Inc. New York City, NY, United States | www.surdna.org | (212) 557-0010 | [email protected]
Surdna Foundation, Inc. Most Recent 5 Years At A Glance They've funded 1,473 grants to 803 organizations totaling $170,570,653
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
1000 Co mmunity… Arts and culture Human rights
Public affairs 500 Environment
Philanthropy
Human ser… Number of Grants 0 Educatio n Public safety
Informatio… 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $100M $20…
Giving Amount Grant Amount
Funding Interests SUBJECT S Antidiscrimination, Arts and culture, Arts education, Business and industry, Civic participation, Community and economic development, Cultural awareness, Economic development, Employment, Energy efficiency, Environment, Foundations, Green building, Higher education, Natural resources, Performing arts, Philanthropy, Social rights, Sustainable development, Urban development, Youth development
GEOGRAPHIC FOCUS National, Puerto Rico, California, Canada, Louisiana, Massachusetts, Mexico, District of Columbia, New York
POPULATION Economically disadvantaged people, Ethnic and racial groups, Low-income people GROUPS SUPPORT Advocacy, Continuing support, General support, Leadership and professional development, Program support, System and STRATEGIES operational improvements TRANSACTION TYPES Employee matching gifts, Program-related investments
ORGANIZAT ION Associations, Coalitions and alliances TYPES
About Purpose and Activities The foundation seeks to foster just and sustainable communities in the United States guided by principles of social justice and distinguished by healthy environments, strong local economies, and thriving cultures. The foundation focuses on three core areas: 1) Sustainable Environments; 2) Strong Local Economies; and 3) Thriving Cultures.
Backg round Incorporated in 1917 in NY - Founded by the late John Emory Andrus in 1917 to pursue a range of philanthropic purposes. John Andrus was born in 1841 in Pleasantville, New York, graduated from Wesleyan University and soon moved from teaching school to pursuing his talents as a an investor and a businessman. His primary business, the Arlington Chemical Company, manufactured and distributed typical medicines of the day, and his business interests included large land holdings as far away as Alaska. The son of a Methodist minister, Andrus was a lay leader of the Methodist Church. In his 60s, he was elected mayor of Yonkers, New York, and then served four terms in the U.S. Congress. A devoted family man, he founded the Julia Dyckman Andrus Memorial in 1923, an orphanage that was a tribute to his beloved wife, an orphan herself, at the site of her adoptive family's farm in Westchester County New York. The orphanage was later joined in 1953 by an adjacent retirement home, the John E. Andrus Memorial. This completed Andrus' expressed wish that his legacy provide communities with "opportunity for youth and rest for old age." Family stewardship of the Foundation has been informed by Andrus' values: thrift, practicality, modesty, loyalty, excellence, and an appreciation for direct service to those in need. In 1989, the third and fourth generations of the Andrus family established Surdna Foundation programs in environment and community revitalization and decided to enlarge the professional staff to broaden the Foundation's effectiveness, and in 1994, programs in effective citizenry and the arts were added. Today, the foundation seeks to foster sustainable communities in the United States' communities guided by principles of social justice and distinguished by healthy environments, strong local economies, and thriving cultures.
Prog ram Areas (5) Program Related Investment Fund
32 Arts and Culture Funding Source Report The $18 million Program Related Investment (PRI) revolving fund began investing in 2014. The fund supports the foundation’s mission of fostering just and sustainable communities by providing investment capital to fund innovations that use market-based approaches to address economic, cultural, and environmental challenges. The program will focus on demonstrating the viability of new innovations, rather than expanding or replicating successful ones. The program will typically work with and through intermediaries, rather than investing in projects directly. The foundation makes PRIs by invitation only to for-profit businesses and non-profit organizations for select ventures that are designed to promote the work of one of the foundation's three main program strategies.
Program-Related Investment The foundation has made PRIs in the form of loans to a loan program to connect businesses owned by people of color and women to the short-term capital they need and to a nonprofit financial services organization, to capitalize a loan program to supply lines of credit and equipment loans to help food hubs expand their processing systems.
Strong Local Economies The goal of the program is to support the development of robust and sustainable economies that include a wide range of businesses and access to quality jobs. The program aims to create opportunities for upward economic mobility among communities that have experienced historical economic barriers, including low- income people, communities of color, women, and immigrants. The program's work is guided by a strong commitment to social justice and equity. It seeks to create just and sustainable economies through three lines of work: Business Development and Acceleration; Equitable Economic Development; and Job Quality and Career Pathways.
Sustainable Environments The program is working to overhaul our country's outdated and crumbling infrastructure with a new approach that will foster healthier, sustainable, and just communities. The foundation believes in the potential of what it calls "next generation infrastructure" to improve transit systems, make buildings more energy efficient, better manage our water systems and rebuild regional food systems. Focusing on urban areas and their surrounding suburbs, the foundation seeks solutions that connect and improve these infrastructure systems in ways that maximize positive impacts and minimize negative environmental, economic and social consequences. The program seeks to create just and sustainable economies through four lines of work: Sustainable Transportation Networks & Equitable Development Patterns; Energy Efficiency in the Built Environment; Urban Water Management; and Regional Food Supply. .
Thriving Cultures The program is based on a belief that communities with robust arts and culture are more cohesive and prosperous, and benefit from the diversity of their residents. The foundation knows that artists and cultural organizations can help explore shared values and spark innovation, imagination and advancement for our communities. Too often, however, arts and culture is undervalued as a catalyst for creating just and sustainable communities, which is a key priority for the foundation. The program seeks to create just and sustainable communities through four lines of work: Teens' Artistic and Cultural Advancement; Community Engaged Design; Artists and Economic Development; and Artists Engaging in Social Change.
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 Online applications encouraged. Applicants should check guidelines and eligibility requirements prior to initiating the application process. The foundation funds the Andrus Family Fund that defines and manages its own grantmaking program and process. For more information see http://www.affund.org 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. Detailed description of project and amount of funding requested 4. Contact person 5. How project's results will be evaluated or measured 6. Brief history of organization and description of its mission 7. Name, address and phone number of organization 8. Results expected from proposed grant 9. Copy of most recent annual report/audited financial statement/990
Initial Approach: Online at foundation web site Copies of proposal: 1 Board meeting date(s): Feb., May, and Sept. Deadline(s): None Final notification: 90 days for letters of inquiry; approximately 12 weeks for full proposals GIVING LIMIT AT IONS Giving on a national basis. No support for international projects, or programs addressing direct job training, toxics, hazardous waste, environmental education, sustainable agriculture, or food production. No grants for individuals, endowments/land acquisition, capital campaigns or construction.
Financials FOR FISCAL YEAR ENDED 2018-06-30 $1,041,308,286 $36,143,362 Gifts Received: $0 TOTAL ASSETS T OT AL GIVING Expenditures: $50,359,764 Qualifying Distributions: $50,918,080
Arts and Culture Funding Source Report 33 Giving Activities include: $36,143,362 for grants
Who's Who See who can introduce you to someone at Surdna Foundation, Inc.
Officers and Directors (25) Staff (17) Phillip Henderson Pres. Jonathan Goldberg Dir., Learning and Grant Opers. Peter B Benedict, II Chair. and Director Jos e Garc ia Program Officer Carra Cote-Ackah Vice-Chair. and Director Alison Corwin Program Officer Don Chen Pres.-elect Eliz abeth Berry Program Officer Marc de Venoge V.P., Finance and Admin. F. Javier Torres Prog. Dir., Thriving Cultures Matthew Waleg ir Cont. Shawn Escoffery Prog. Dir.-, Strong Local Economies Sharon Alpert V.P., Prog s. Gabriela Cinqueg rana Prog. Assoc., Sustainable Environments Leticia Peguero Exec. Dir. Sinead Lopez Prog. Assoc., Thriving Cultures Judiliee Reed Program Dir. Thriving Cultures Helen Chin Prog. Dir., Sustainable Environments George Soule Communications Director Jessica Garz Sr. Prog. Off., Thriving Cultures Jocelyn Downie Patrice R. Green Prog. Off., Strong Local Economies Lawrence S.C. Griffith Traci Freeman Sr. Prog. Assoc., Progs. and Strategic Initiatives Bruce Abernethy Sophy Yem Grants Mgr. Elizabeth H. Andrus Shuaib A. Siddiqui Dir., Impact Investing Judy Be lk Julia Tockar Office Admin. John F. Hawkins Director Kellie Terry Prog. Off., Sustainable Environments Kelly D. Nowlin Mekaelia Davis Prog. Dir., Inclusive Economies Tracy Palandjian Michael S Spensley Director Donors (1) Gwen Walden Note: If a donor is deceased, the symbol (‡) follows the name. Peter Vorhees Secy.-Treas. John E. Andrus ‡ Betsy Fader V.P., Prog s. Caitlin Bog er-Hawkins Tim Thorpe Michael S. Spensley
Surdna Foundation, Inc. Family foundation
EIN 136108163 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1724504883 200 Madison Ave., 25th Fl. Telephone: (212) 557-0010 PUBLICATIONS New York City, NY United States 10016-4001 Fax: (212) 557-0003 Annual report (including application guidelines) ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Grants list County: New York URL: www.surdna.org Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12
MEMBERS HIPS Reg ional Associations of Grantmakers Northern California Grantmakers
Affinity Groups Alliance for Justice Grantmakers for Effective Organizations BoardSource Grantmakers in the Arts Community Food Funders Hispanics in Philanthropy Consultative Group on Biological Diversity Mission Investors Exchange EPIP/Tpdes Center National Center For Family Philanthropy Inc Grantmakers for Education National Committee for Responsive Philanthropy Neighborhood Funders Group Non-Profit Technology Enterprise Network Peak Grantmaking, Inc. Technology Affinity Group The Funders' Network for Smart Growth and Livable Communities
Associations and Other Philanthropic Organizations Candid Hispanics in Philanthropy
34 Arts and Culture Funding Source Report Terra Foundation for American Art Chicag o, IL, United States | www.terraamericanart.org | 312-654-2269 | [email protected]
Terra Foundation for American Art Most Recent 5 Years At A Glance They've funded 339 grants to 167 organizations totaling $29,276,018
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
150 Arts and cul…
Educatio n 100 Informatio…
So cial scie…
Co mmunity… 50 Health
Human rights Number of Grants 0 Public safety Philanthropy
S po rts and … 1 100 10K 1M 1… <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $20M $40M
Giving Amount Grant Amount
Funding Interests SUBJECT S Art museums, Arts and culture, Arts education, Arts services, Communication media, Community recreation, Education services, Higher education, Historical activities, Humanities, Libraries, Museums, Social rights, Visual arts
GEOGRAPHIC FOCUS National, International, Illinois, Europe, Asia, South America, Canada, District of Columbia, France, California, New York, Germany, United Kingdom, Italy, Massachusetts, Pennsylvania
POPULATION Academics, Children and youth, Students GROUPS SUPPORT Fellowships, Presentations and productions, Program support, Translation STRATEGIES ORGANIZAT ION Multipurpose centers TYPES
About Purpose and Activities The foundation is dedicated to fostering exploration, understanding, and enjoyment of the visual arts of the United States for national and international audiences. Recognizing the importance of experiencing original works of art, the foundation provides opportunities for interaction and study, beginning with the presentation and growth of its own art collection in Chicago. To further cross-cultural dialogue on American art, the foundation supports and collaborates on innovative exhibitions, research, and educational programs. The foundation's grant areas are Exhibition, Academic and Public Programs, Chicago K–12 Education, and Publication. Publication grants will provide support for publication projects on historical American art (circa 1500 to 1980) that make a significant contribution to scholarship and have an international dimension. .
Backg round Classified as a private operating foundation in 1981 in IL - The Terra Foundation for American Art was established in 1978 by businessman and art collector Daniel J. Terra (1911-1996) who believed that the art of the United States is a dynamic and powerful expression of the nation's history and identity. The governing mission of the foundation remains to promote a greater understanding and appreciation of historical American art through acquisition, exhibition, interpretation, and scholarship.
Prog ram Areas (14) Academic Program Grants The program supports projects that encourage international scholarship on American art topics, as well as scholarly projects with focused theses that explore American art in an international context. Academic funding is available for symposia, colloquia, and scholarly convenings on American art (pre-1980) that take place: in Chicago or outside the United States, or in the United States that examine American art within an international context and/or include a significant number of international participants.If the foundation responds to a letter of inquiry by requesting a proposal, the organization applying for a grant will be expected to complete an application. Only proposals from institutions with United States 501(c)(3) status or the international equivalent are accepted. Grants are not made to individuals.
Chicago K-12 Education Progam
Arts and Culture Funding Source Report 35 The program supports activities that bring American art into Chicago’s classrooms, with the aim of helping teachers enrich the curriculum and enhance learning. To achieve these goals, the foundation funds projects that strengthen Chicago teachers’ knowledge of historical American art (pre-1980) and the ability to teach with it effectively. Only proposals from institutions with United States 501(c)(3) status or governmental organizations are accepted. Applicants must be based in the city of Chicago and their project must be directed primarily toward teachers in Chicago schools, unless projects for which funding is requested take place in the Chicago area and teachers from schools in the city of Chicago make up the majority of the audience served.
Chicag o Public Prog ram The program supports a variety of informal learning opportunities designed to make historical American art accessible and relevant to Chicago residents. The foundation welcomes proposals from a broad range of organizations, including those that may not typically have an American art focus.Grant funding is available for projects and programs about historical American art and visual culture (pre-1980) that are grounded in sound scholarship and designed primarily for adult learners in Chicago who may not have specialized knowledge of American art or art history. Only proposals from institutions with United States 501(c) (3) status are accepted. Applicants must be based in the city of Chicago unless the projects for which funding is requested take place in the Chicago area and Chicago residents make up the majority of the audience served.
Exhibition Grants Supports for exhibitions that enlarge the understanding and appreciation of historical American art made between 1500 and 1980. To be eligible for funding, exhibitions that take place internationally or in Chicago may be aimed at the general public, scholars, or both; exhibitions that take place only in the United States, but outside of Chicago, must present historical American art in an international context and reach a scholarly audience. If the foundation responds to a letter of inquiry by requesting a proposal, the organization applying for a grant will be expected to complete an application. Only proposals from institutions with United States 501(c)(3) status or the international equivalent are accepted. Grants are not made to individuals.
Exhibition Research and Development Grants The grants are to encourage and enrich international partnerships between art museums, and to enable curators outside the United States both to learn more about historical American art and to develop exhibitions of American art at their home institutions. Two types of grants are offered: Convening Grants for Internationally Collaborative Exhibitions and Curatorial Travel Grants to the United States. Applications will be judged competitively on an annual basis. Only proposals from institutions with United States 501(c)(3) status or the international equivalent are accepted. Grants are not made to individuals.
Fellowships at the Smithsonian American Art Museum These one-year residential fellowships at the Smithsonian American Art Museum in Washington, D.C., support full-time independent and dissertation research by scholars from abroad researching historical American art (pre-1980) or by U.S. scholars, particularly those who are investigating international contexts for American art. Predoctoral fellows receive $32,500, plus research and travel allowances, senior or postdoctoral fellows receive $47,500, plus research and travel allowances.
Fulbright-Terra Foundation Awards in the History of American Art The program offers applications to teach American art history in China, at Tsinghua University and Peking University, and in one or more European Union countries (except France, Germany, and the U.K.). The awards to teach in China target senior U.S. scholars at the associate or full professor level. The awards to teach in Europe are open to early career U.S. scholars. To apply, see the Fulbright U.S. Scholar Program website: http://catalog.cies.org/searchResults.aspx? kw=terra+foundation .
Grants to Individuals Prog ram Residencies, prizes, grants, professorships, and postdoctoral and teaching fellowships to artists and scholars to study American art in the U.S. or the European Union.
International Essay Priz e The prizes recognizes excellent scholarship by a non-U.S. scholar in the field of historical American art (circa 1500–1980). The winning manuscript will advance understanding of American art, demonstrating new findings and original perspectives, and will be translated and published in American Art, the Smithsonian American Art Museum’s scholarly journal, which covers the cost of image rights and reproduction. The winner receives a $1,000 cash award and a travel stipend of up to $3,000 to give a presentation in Washington, D.C. Essays should be submitted by e-mail to [email protected].
Postdoctoral Teaching Fellowships These fellowships seek to increase the opportunities in Europe for graduate study of historical American art while providing recipients the opportunity to pursue individual study and research. The fellowships are offered by the Courtauld Institute of Art in London, and the Institut National d'Histoire de l'Art in Paris. The fellowship program that is integrated with the Courtauld Institute of Art is a two-year program that supports advanced inquiry in the history of art, conservation, and museum studies. The fellow will teach three historical American art courses, participate in scholarly activities organized by the Courtauld Institute of Art, and organize an international scholarly event. The stipend for the two-year fellowship is $134,564 including health benefits, travel, research, and lodging. The fellowship integrated with the Institut National d'Histoire de l'Art is a two-year program that is focused on the history of American art and visual culture. The fellow will teach undergraduate and master's-level students, participate in local seminars, and organize academic programs on related research topics. The stipend for the two-year fellowship is $107,000, including travel, research, and lodging. .
Publication Prog ram The program provides support for publication projects on historical American art (circa 1500 to 1980) that make a significant contribution to scholarship and have an international dimension. Applicants are highly encouraged to contact TFAA ([email protected]) in advance of the deadline to confirm eligibility and discuss the project. .
Research Travel Grants to the United States The grants enable scholars outside the United States to consult resources that are only available within the United States. These grants provide support for research on topics concerning American art and visual culture prior to 1980. Nine to thirteen grants are awarded annually. Up to $6,000 per grant for doctoral students from Europe, North America, Australia and New Zealand, up to $7,000 per grant for doctoral candidates from Asia, Africa, and Latin America, and up to $9,000 per grant for all postdoctoral and senior scholars. Up to five grants are specifically dedicated to scholars from Asia, Africa, and Latin America. The foundation only accepts proposals from doctoral students, postdoctoral and senior scholars outside the United States. .
Terra Summer Residency in Giverny The foundation annually offers ten residential fellowships to emerging artists and doctoral in the history of American art and visual culture at its properties in Giverny, France. The residency offers opportunities to pursue individual work within a framework of interdisciplinary exchange and cross0cultural dialogue. During the nine-week period, fellows interact regularly with invited senior advisors and guest lecturers, who direct weekly seminars and hold individual meetings.
36 Arts and Culture Funding Source Report Fellows are selected on the basis of intellectual and creative excellence, scholarly accomplishments, and ability to contribute in a collegial and interdisciplinary community, and receive a stipend of $5,000 (artists receive an additional $300 for the purchase of materials), provided with travel and lodging. Application by nomination.
Visiting Professorships This program seeks to increase the opportunities in Europe for graduate study of historical American art while providing recipients the opportunity to pursue individual study and research. The professorships are offered by the Courtauld Institute of Art in London, the Freie Universitat Berlin, and the Institut National d’Histoire de l’Art in Paris.
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 Application form not required. Applicants should submit the following : 1. Timetable for implementation and evaluation of project 2. Detailed description of project and amount of funding requested 3. Plans for cooperation with other organizations, if any 4. Brief history of organization and description of its mission 5. Statement of problem project will address 6. Results expected from proposed grant
Initial Approach: Letter of inquiry (1 copy only, 3 pages maximum, written in English and e-mailed to Grants Mgr.) Copies of proposal: 5 Board meeting date(s): 3 times annually Deadline(s): See foundation web site for current deadlines Final notification: Within 3 weeks GIVING LIMIT AT IONS REQUESTS FOR PROPOSALS (RFPS) Giving in the U.S., with emphasis on Chicago, IL, and internationally. Terra Foundation Accepting Applications No support for artwork conservation. for Chicago K-12 Education Grants POSTED: 2019-08-16 DEADLINE: 2019-09-16
Financials FOR FISCAL YEAR ENDED 2017-06-30 $562,241,908 $6,802,991 Gifts Received: $585,000 TOTAL ASSETS T OT AL GIVING Expenditures: $20,304,360 Qualifying Distributions: $14,887,019
Giving Activities include: $6,802,991 for grants
Who's Who See who can introduce you to someone at Terra Foundation for American Art
Governing Body (22) Staff (5) Gerhard Casper Director, Chair Carrie Haslett Program Officer Eliz abeth Glassman CEO, President Jennifer Siegenthaler Program Officer Max Berry Director Catherine Ricciardelli Reg is trar Nora Daley Director Veerle Thielemans Head of Int'l A Ruth Fine Director Peter J Brownlee Curator Mimi Gardner Gates Director, Vice Chet Gougis Director, Treasu Donors (3) Joseph Gromacki Director Note: If a donor is deceased, the symbol (‡) follows the name. Charles Harper Director Lawter Intl. Peter Krivkovich Director James D. Terra Michael Leja Director Daniel J. Terra‡ Henri Loyrette Director Peter Lunder Director Anne M Munsch CFO, Assistant Secre Donald Ratner Cfo Larry Richman Director Gloria Scoby Dir, Secretary Michael Shapiro Director
Arts and Culture Funding Source Report 37 Marilynn Thoma Director Greg Williamson Director Amy Z inck Amy Z inck Executive VP
Terra Foundation for American Art Independent foundation
EIN 362999442 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1456712569 120 E Erie Street Telephone: 312-654-2269 PUBLICATIONS Chicago, IL United States 60611 Fax: (312) 664-2052 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Annual report County: Cook URL: www.terraamericanart.org Grants list Metropolitan area: Chicago-Naperville-Elgin, IL- ADDITIONAL CONTACT INFORMATION IN-WI Additional e-mail: [email protected] Congressional district: Illinois District 07 and [email protected]
MEMBERS HIPS Affinity Groups Grantmakers in the Arts Peak Grantmaking, Inc.
38 Arts and Culture Funding Source Report The Andrew W. Mellon Foundation New York City, NY, United States | www.mellon.org | (212) 838-8400 | [email protected]
The Andrew W. Mellon Foundation Most Recent 5 Years At A Glance They've funded 2,214 grants to 905 organizations totaling $1,399,448,889
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
1000 Arts and cul…
Educatio n Informatio…
So cial scie… 500
Human rights Public affairs
Co mmunity… Number of Grants 0 Public safety Science
Philanthropy 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $500M $1,0…
Giving Amount Grant Amount
Funding Interests SUBJECT S Arts and culture, Arts services, Communication media, Cultural awareness, Education, Environment, Graduate and professional education, Higher education, Historical activities, Humanities, Interdisciplinary studies, Libraries, Museums, Performing arts, Philanthropy, Public affairs, University education, Visual arts
GEOGRAPHIC FOCUS National, International, South Africa, Pennsylvania, Germany, Massachusetts, New York, United Kingdom, Illinois, Canada, California
POPULATION Academics GROUPS SUPPORT Continuing support, Endowments, Fellowships, Grantee relations, Program support, Research STRATEGIES TRANSACTION TYPES Matching grants, Program-related investments
About Purpose and Activities The foundation's grantmaking philosophy is to build, strengthen and sustain institutions and their core capacities, rather than be a source for narrowly defined projects. As such, it develops thoughtful, long-term collaborations with grant recipients and invests sufficient funds for an extended period to accomplish the purpose at hand and achieve meaningful results. Institutions and programs receiving support are often leaders in fields of foundation activity, but they may also be promising newcomers, or in a position to demonstrate new ways of overcoming obstacles to achieve program goals. The foundation concentrates most of its grantmaking in a few areas: higher education, art history, conservation, museums, performing arts, scholarly communications and information technology. .
Backg round Trust established in 1940 in DE as Avalon Foundation; incorporated in 1954 in NY; merged with Old Dominion Foundation and renamed The Andrew W. Mellon Foundation in 1969 - Founded in the name of the late Andrew W. Mellon (1855-1937) by his children. His daughter Ailsa Mellon Bruce established the Avalon Foundation in 1940 and his son Paul Mellon established The Old Dominion Foundation in 1941. The two foundations consolidated, resulting in The Andrew W. Mellon Foundation. Mellon was a banking magnate who financed several industrial companies including Aluminum Company of America (ALCOA) and Carborundum Company. He served as Secretary of the United States Treasury from 1921 through 1932. During his life, Mellon gave away nearly $10 million. Much of it went to educational and charitable institutions in his native Pittsburgh, but his most famous gift was the money and the pictures that were used to establish the National Gallery of Art in Washington, DC
Prog ram Areas (11) Art History, Conservation, and Museums The program seeks to advance innovative work in the study, preservation, and display of humanity's artefactual and visual heritage by supporting institutions dedicated to that mission. The program makes grants, by invitation, in four primary areas: curatorial initiatives; art conservation; art museums and higher education; and art history research. Grants frequently entail collaborations between institutions that build scholarly and conservation community. Support for museums is concentrated on the curatorial and conservation programs that constitute the museum's intellectual capital, with a focus on positions, training, and research. Most museums that receive support have wide-ranging collections of international caliber. The foundation also supports select conservation graduate programs, and initiatives that bolster the role of science in conservation. Grants in the art museums and higher education category support the integration of campus museums in the academic life of their host institutions, foster collaborations between universities and major museums, and seek to increase diversity in
Arts and Culture Funding Source Report 39 the pipeline of curatorial and conservation professionals. To support networks of scholars and practitioners of art history and conservation, the program makes grants to research institutes that have broad mandates to advance art history and visual studies. These centers receive support for research, publication, and exchanges of international groups of scholars and museum professionals. Select grants support the development of the research base for the study and conservation of contemporary art. The program does not support individuals, capital and building campaigns, K-12 education, loan exhibitions, conservation treatments, or basic dig itization.
Diversity Initiatives Grantmaking activities are focused on pipeline programs of various kinds: dissertation writing and completion grants, support for early career faculty, and other efforts to promote graduate student success. These programs are seen in the light of efforts to complement and extend the work of the Mellon Mays Undergraduate Fellowship Program. Grantees in this area include many individual research universities as well as organizations interested in this work, such as the American Indian College Fund, the United Negro College Fund (UNCF), the Organization for Tropical Studies, and The Salzburg Seminar. Direct initial inquiries by email to: Livia Calvet, [email protected] .
Historically Black Colleg es and Universities (HBCU) The program provides multi-year grants to a small group of private, four-year HBCUs whose mission is to provide an undergraduate liberal arts education. Currently, the foundation works with between 12-15 HBCUs. Related organizations include The Robert W. Woodruff Library, UNCF, and the Southern Education Foundation, Inc. In general, grants awarded in this program are aimed at: 1) institution building--supporting HBCU presidents as they advance specific areas of their strategic plans; 2) faculty development--supporting faculty research and library support and 3) curricular development--assisting institutions as they seek to refresh curricular offerings. Direct initial inquiries by email to: Amy Erwin, [email protected] .
Liberal Arts Colleg es The program regards the arts, humanities and human sciences as its primary domain of interest. In general, the program's grants focus on faculty development across the professorial life cycle, curricular and pedagogical innovation, undergraduate research, interdisciplinary study, information technology, especially in the digital humanities and blended learning, and institutional renewal. In addition, foundation staff work closely with college presidents and the leaders of national and regional consortia to promote administrative and academic collaboration across the liberal arts college sector and between liberal arts colleges and research universities.
Performing Arts The program provides multi-year grants to a small number of leading orchestras, theater companies, opera companies, single choreographer dance companies, and presenters based in the United States. It seeks to support institutions that contribute to the development and preservation of their art form, provide creative leadership in solving problems or addressing issues unique to the field, and which present the highest level of institutional performance. Grants are awarded on the basis of artistic merit and leadership in the field, and concentrate on achieving long-term results. Applications are by invitation only.
Program-Related Investment The foundation has mada a program-related investment in the form of a loan to support an increase in a program-related investment funding a zero-interest loan pool for a non-profit's performing arts grantees.
Public Affairs The foundation makes a limited number of grants reflecting the interests and expertise of foundation staff.
Scholarly Communications and Information Technology The program supports the development of an information environment for use in research and teaching in the arts, humanities, and humanistic social sciences. Within scholarly communications, the foundation's grantmaking has three main objectives: (1) to support libraries and archives in their efforts to preserve and provide access to materials of broad cultural and scholarly significance; (2) to assist scholars in the development of specialized resources, including primary sources and reference materials, which promise to open or advance fields of study; and (3) to strengthen the publication of humanistic scholarship and its dissemination to the widest possible audience. Information technology includes the design, development, implementation, and support of computer-based systems for converting, storing, protecting, processing, retrieving, and transmitting information in electronic form. Grantmaking in information technology focuses on the development of computer-based applications and systems that advance the objectives of the five core areas of foundation interest: the liberal arts and humanistic scholarship in higher education, scholarly communications, museums and art conservation, performing arts, and conservation and the environment. Because the foundation is rarely able to respond positively to unsolicited requests, prospective applicants for support in the program are encouraged to explore their ideas informally with program staff in a short e-mail describing their funding needs before submitting formal proposals. Letters of inquiry regarding ideas that fall within the program described above are welcome and reviewed throughout the year. Please direct all inquiries to: Donald J. Waters, email: [email protected], or Helen Cullyer, email: [email protected].
Scholarship Prog ram: Mellon Mays Underg raduate Fellowship Prog ram (MMUF) MMUF is a long-term effort to help remedy the problem of underrepresentation in the faculty ranks of higher education. MMUF aims to create a legacy of engaged scholars who will provide opportunities for all students to experience and learn from the perspectives of diverse faculty members. Established in 1988, MMUF works to achieve its mission by identifying and supporting students of great promise and helping them to become scholars of the highest distinction Average Scholarship: Varies What Scholarship Covers: Tuition or other educational expenses Degree Program: Graduate degree; post-graduate research Geographic Scope of Student: USA Host Countries: USA Population Served: Scholars from diverse backgrounds who wish to conduct significant, interdisciplinary research Program Model: Tradition; project-based Additional Resources: 1) https://mellon.org/programs/higher-education-and-scholarship-humanities/fellowships/ 2) https://mellon.org/programs/higher-education-and-scholarship-humanities/fellowships/sawyer-seminars/ 3) https://mellon.org/resources/news/articles/reforming-doctoral-education-1990-2015-recent-initiatives-and-future-prospects/.
Scholarship Program: Research Universities and Scholarship in the Humanities Enables scholars in the humanities to work on problems that interest them most, at an appropriately advanced level of sophistication. In addition to facilitating the work of individual faculty members, these awards should benefit scholarship in the humanities more generally by encouraging the highest standards in cross-disciplinary research. Average Scholarship: Varies What Scholarship Covers: Tuition or other educational expenses Degree Program: Graduate degree; post-graduate research Geographic Scope of Student: USA Host Countries: USA Population Served: Scholars from diverse backgrounds who wish to conduct significant, interdisciplinary research Program Model: Tradition; project-based Additional Resources: 1) https://mellon.org/programs/higher-education-and- scholarship-humanities/fellowships/ 2) https://mellon.org/programs/higher-education-and-scholarship-humanities/fellowships/sawyer-seminars/ 3) https://mellon.org/resources/news/articles/reforming-doctoral-education-1990-2015-recent-initiatives-and-future-prospects/ .
South Africa In the 1990s the foundation's representative in South Africa worked with a relatively broad mandate that allowed for grants reflecting the interests of programs in the arts, information technology, and scholarly communications as well as those in higher education. Since 2005 grants have been focused in the higher- education sector, with a half-dozen major research universities as the principal beneficiaries. A South African wing of the foundation's Mellon Mays
40 Arts and Culture Funding Source Report Undergraduate Fellowship has been established, and discrete efforts to promote links between North American and South African universities have been supported. Invitations to seek grants that are currently issued to South African universities emphasize the development of humanities fields and related social sciences and commonly seek to enable students from groups and regions that were disadvantaged during the apartheid era to attain advanced degrees and enter the professoriate. Like the foundation's programs in the US, the program in South Africa rarely funds unsolicited proposals and makes grants only to institutions, never to individuals. The program is not able to consider funding initiatives outside of South Africa. Send inquiries to: Stuart J. Saunders (e-mail: [email protected]) with a copy to Ekaterina Luehanskaya (e-mail: [email protected]). .
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 Please direct inquiries to appropriate program officers. Contact should be by writing or e-mail. Unsolicited applications are accepted but most proposals are by invitation. The program officer will provide instructions after reviewing the initial letter Application form not required. Applicants should submit the following : 1. Additional materials/documentation 2. Listing of additional sources and amount of support 3. Detailed description of project and amount of funding requested 4. Statement of problem project will address 5. Qualifications of key personnel 6. Results expected from proposed grant 7. What distinguishes project from others in its field 8. Explanation of why grantmaker is considered an appropriate donor for project 9. Name, address and phone number of organization 10. Signature and title of chief executive officer 11. How project will be sustained once grantmaker support is completed 12. Timetable for implementation and evaluation of project 13. Copy of current year's organizational budget and/or project budget 14. Contact person 15. Plans for cooperation with other organizations, if any
Initial Approach: Letter Copies of proposal: 1 Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None GIVING LIMIT AT IONS REQUESTS FOR PROPOSALS (RFPS) Giving on a national basis with some international giving, primarily focused on South Africa. Andrew W. Mellon Foundation issues Call No support for primarily local organizations. for National Playwrig ht Residency Prog ram POSTED: 2019-08-18 No grants to individuals (including scholarships). DEADLINE: 2019-09-12
Financials FOR FISCAL YEAR ENDED 2018-12-31 $6,556,456,000 $316,840,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $339,461,000 Qualifying Distributions: $316,840,000
Giving Activities include: $316,840,000 for grants $2,900,000 for foundation-administered programs
Who's Who See who can introduce you to someone at The Andrew W. Mellon Foundation
Officers and Trustees (18) Staff (74) Kathryn A. Hall Chair. and Trustee Vanessa Cogan Grant Info. Sys. Mgr. Eliz abeth Alexander Pres. Armando Bengochea Prog. Off. Mariet Westermann Exec. V.P., Prog s. and Research Lee Bynum Prog. Assoc. and Assoc. Dir., MMUF John E. Hull V.P., Finance and C.I.O. Helen Cullyer Assoc. Prog . Off. Michele S. Warman V.P., Genl. Counsel and Secy. Susan Feder Prog. Off. Lewis W. Bernard Alison Gilchrest Prog. Off. Richard H. Brodhead Donald Waters Sr. Prog. Off., Scholarly Communications Katherine G. Farley Saleem Badat Prog. Dir., International Higher Educ. and Strategic Proj. Paul LeClerc Karen Brooks Hopkins Sr. Fellow
Arts and Culture Funding Source Report 41 The Andy Warhol Foundation for the Visual Arts New York City, NY, United States | www.warholfoundation.org | (212) 387-7555 | [email protected]
The Andy Warhol Foundation for the Visual Arts Most Recent 5 Years At A Glance They've funded 828 grants to 443 organizations totaling $58,372,697
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
400 Arts and cul…
Philanthropy Informatio…
Public safety 200
Educatio n Human rights
Co mmunity… Number of Grants 0 So cial scie… Health
Environment 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $50M $100M
Giving Amount Grant Amount
Funding Interests SUBJECT S Antidiscrimination, Art museums, Artist's services, Arts and culture, Arts services, Communication media, Community recreation, Cultural awareness, Higher education, Historical activities, Individual liberties, Museums, Performing arts, Public arts, Visual arts
GEOGRAPHIC FOCUS National, Lebanon, Mexico, Germany, New York, Canada, Cuba, Slovakia, United Kingdom, Texas, California
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Convening, Exhibitions, Fellowships, Presentations and productions, Program support, Publications, Research STRATEGIES
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, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs
42 Arts and Culture Funding Source Report Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Paul Mellon‡ Ailsa Mellon Bruce‡
T he Andrew W. Mellon Foundation Independent foundation
EIN 131879954 LOCATION CONTACT INFORMATION BRIDGE NUMBER 0825408747 140 E. 62nd St. Contact: Michele S. Warman, V.P., General PUBLICATIONS New York City, NY United States 10065-8124 Counsel and Secy. Annual report ADDITIONAL LOCATION INFORMATION Telephone: (212) 838-8400 Grants list County: New York Fax: (212) 888-4172 Metropolitan area: New York-Newark-Jersey City, E-mail: [email protected] NY-NJ-PA URL: www.mellon.org Congressional district: New York District 12
MEMBERS HIPS Affinity Groups Consortium of Foundation Libraries Grantmakers in the Arts
Associations and Other Philanthropic Organizations Candid
Arts and Culture Funding Source Report 43 The Andy Warhol Foundation for the Visual Arts New York City, NY, United States | www.warholfoundation.org | (212) 387-7555 | [email protected]
The Andy Warhol Foundation for the Visual Arts Most Recent 5 Years At A Glance They've funded 828 grants to 443 organizations totaling $58,372,697
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
400 Arts and cul…
Philanthropy Informatio…
Public safety 200
Educatio n Human rights
Co mmunity… Number of Grants 0 So cial scie… Health
Environment 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $50M $100M
Giving Amount Grant Amount
Funding Interests SUBJECT S Antidiscrimination, Art museums, Artist's services, Arts and culture, Arts services, Communication media, Community recreation, Cultural awareness, Higher education, Historical activities, Individual liberties, Museums, Performing arts, Public arts, Visual arts
GEOGRAPHIC FOCUS National, Lebanon, Mexico, Germany, New York, Canada, Cuba, Slovakia, United Kingdom, Texas, California
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Convening, Exhibitions, Fellowships, Presentations and productions, Program support, Publications, Research STRATEGIES
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, geographic area served and grant amounts) No similar funders found at this time.
Applications/RFPs
44 Arts and Culture Funding Source Report 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. 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 2017-04-30 $350,170,710 $12,545,984 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $19,863,082 Qualifying Distributions: $15,453,502
Giving Activities include: $12,545,984 for grants
Who's Who See who can introduce you to someone at The Andy Warhol Foundation for the Visual Arts
Governing Body (21) Staff (5) Joel Wpschs President Michael Hermann Licensing Director Donald Warhola Vice President Neil Printz Editor, Catalogue Raisonne Kpsthleen C. Maurer Treasurer., Sec., Cfo Rachel Bers Program Director Catherine Opie Director Sally King -Nero Curator Photographs, Ecutive Editor Catalogue Raison Shana Berger Director James Bewley Sen. Program Officer Carrie Mae Weems Director Ruby Lerner Director Donors (1) Jonathan Lee Director Note: If a donor is deceased, the symbol (‡) follows the name. Lawrence Rinder Director Andy Warhol‡ Trevor Owen Schoonmaker Director Olg a Viso Director Adam D. Weinberg Director Julian Zug az ag oitia Director Sarah Eliz abeth Lewis Director Courtney Fink Director Mark Allen 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 BRIDGE NUMBER 4075997865 65 Bleecker St., 7th Fl. Telephone: (212) 387-7555 PUBLICATIONS New York City, NY United States 10012-2420 Fax: (212) 387-7560 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Biennial report County: New York URL: www.warholfoundation.org Financial statement Metropolitan area: New York-Newark-Jersey City, ADDITIONAL CONTACT INFORMATION NY-NJ-PA Grants list E-mail for proposals: Congressional district: New York District 12 Multi-year report [email protected]
Arts and Culture Funding Source Report 45 The Barbro Osher Pro Suecia Foundation
San Francisco, CA, United States | (415) 677-5922
Funding Interests SUBJECT S Art museums, Arts and culture, Arts services, Communication media, Cultural awareness, Education, Elementary and secondary education, Graduate and professional education, Higher education, Humanities, International relations, Museums, Performing arts
GEOGRAPHIC FOCUS National, United Kingdom, Illinois, Italy, Sweden, New York, California, Minnesota
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Performances, Presentations and productions, Program support, Recordings STRATEGIES
About Purpose and Activities The foundation's intent is to provide support to nonprofit organizations that benefit Swedish education, culture and arts.
Backg round Established in 1996 in CA - Founded by Bernard Osher, a founding director of World Savings, the second largest savings institution in the United States that merged with Wachovia Corporation. Mr. Osher, a patron of education and the arts, as well as a collector of American paintings of the mid-19th to the mid-20th centuries, purchased the fine art auction house of Butterfield & Butterfield in 1970. He oversaw its growth to become the fourth largest auction house in the world and in 1999 he sold the company to eBay. His wife, Barbro Osher is Consul General for Sweden in San Francisco, CA. She is the former owner and publisher of Vestkusten, one of the few Swedish-American newspapers in the United States. She is also the founder of the Swedish Women’s Educational Association (SWEA) chapter in San Francisco, CA. Bernard and Barbro Osher have committed to The Giving Pledge, and have pledged to give away at least half their wealth to philanthropy
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 Applicants must benefit Swedish culture, education or arts 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. Detailed description of project and amount of funding requested
Initial Approach: Letter Copies of proposal: 1 Deadline(s): None GIVING LIMIT AT IONS Giving on a national basis. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $382,906 $3,380,473 Gifts Received: $1,200,000 TOTAL ASSETS T OT AL GIVING Expenditures: $2,679,030 Qualifying Distributions: $3,396,066
Giving Activities include: $3,380,473 for grants
Who's Who See who can introduce you to someone at The Barbro Osher Pro Suecia Foundation
46 Arts and Culture Funding Source Report Officers (4) Donors (1) BARBRO OSHER PRESIDENT Note: If a donor is deceased, the symbol (‡) follows the name. BERNARD OSHER VICE-PRESIDENT Bernard Osher T HOMAS MOFFET T CFO VESNA LJUNGGREN SECRETARY
T he Barbro Osher Pro Suecia Foundation Family foundation
EIN 943241225 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7533604872 1 Ferry Bldg., Rm. 255 Telephone: (415) 677-5922 San Francisco, CA United States 94111-4243 ADDITIONAL LOCATION INFORMATION County: San Francisco Metropolitan area: San Francisco-Oakland- Hayward, CA Congressional district: California District 12
Arts and Culture Funding Source Report 47 The Carl and Lily Pforzheimer Foundation, Inc. New York City, NY, United States | (212) 223-6500
The Carl and Lily Pforzheimer Foundation, Inc. Most Recent 5 Years At A Glance They've funded 48 grants to 25 organizations totaling $746,250
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
20 Arts and cul…
Environment Human ser…
Educatio n 10 Health Science
Public affairs Number of Grants 0 Co mmunity… Informatio…
Philanthropy 1 100 10K 1M <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $250K $500K
Giving Amount Grant Amount
Funding Interests SUBJECT S Arts and culture, Basic and remedial instruction, Civic participation, Civics for youth, Community improvement, Economic development, Education, Family services, Higher education, Historical activities, Human services, Human services information, Libraries, Linguistics, Literature and writing, Nursing care, Performing arts, Philanthropy, Physical and earth sciences, Public administration, Public affairs, Reading promotion, Secondary education, Theater, Visual arts
GEOGRAPHIC FOCUS National, New York, Maine, China, United Kingdom
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Endowments, Fellowships, General support, Internships, Professorships, Program support, Publications, Scholarships, Seed STRATEGIES money TRANSACTION TYPES Matching grants
About Purpose and Activities The foundation maintains publishing and research activities in connection with the Carl H. Pforzheimer Library collection at the New York Public Library in the general field of American and English literature; giving primarily for higher and secondary education; support also for libraries, and cultural programs, public administration, a national municipal organization, and health care.
Backg round Incorporated in 1942 in NY - Founded by the late Carl Pforzheimer, who was a leading investment banker and the owner of Carl H. Pforzheimer & Co.
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 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. Detailed description of project and amount of funding requested
Initial Approach: Letter or proposal Copies of proposal: 1 Board meeting date(s): Apr., Oct., and Dec. Deadline(s): None
48 Arts and Culture Funding Source Report Final notification: Generally, following board meeting GIVING LIMIT AT IONS Giving on a national basis. No support for religious or political organizations. No grants to individuals, or for building funds; no loans.
Financials FOR FISCAL YEAR ENDED 2018-12-31 $326,194 $20,500 Gifts Received: $502,976 TOTAL ASSETS T OT AL GIVING Expenditures: $392,310 Qualifying Distributions: $367,830
Giving Activities include: $20,500 for grants
Who's Who See who can introduce you to someone at The Carl and Lily Pforzheimer Foundation, Inc.
Officers (10) Staff (2) CARL H PFORZ HEIMER, III PRESIDENT AND TREASURER DANIEL DIBBERN CO-EDITOR NANCY P ARONSON VICE-PRESIDENT DOUCET D FISCHER CO-EDITOR GEORGE L K FRELINGHUYSEN ASST TREASURER/ ASST secretary ANT HONY FERRANT I COMPTROLLER Donors (2) JENNIFER LUI SECRETARY/Administrative asst Note: If a donor is deceased, the symbol (‡) follows the name. EDGAR D ARONSON DIRECTOR Nancy P Aronson EDITH S ARONSON DIRECTOR Nancy P Aronson ELIZ ABET H S PFORZ HEIMER DIRECTOR GARY M PFORZ HEIMER DIRECTOR RICHARD M SALLICK Director
T he Carl and Lily Pf orzheimer Foundation, Inc. Family foundation
EIN 135624374 LOCATION CONTACT INFORMATION BRIDGE NUMBER 6956249860 950 3rd Ave., 30th Fl. Telephone: (212) 223-6500 New York City, NY United States 10022-2705 ADDITIONAL LOCATION INFORMATION County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12
Arts and Culture Funding Source Report 49 The David and Lucile Packard Foundation Los Altos, CA, United States | www.packard.org | (650) 948-7658 | [email protected]
The David and Lucile Packard Foundation Most Recent 5 Years At A Glance They've funded 4,074 grants to 1,324 organizations totaling $1,721,997,504
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
2K Environment Health
Philanthropy
Science 1K
Educatio n Agriculture…
Co mmunity… Number of Grants 0 Internation… Human ser…
Human rights 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $500M $1,0…
Giving Amount Grant Amount
Funding Interests SUBJECT S Agriculture, Antidiscrimination, Aquatic wildlife protection, Arts and culture, Biodiversity, Chemical engineering, Child development, Community beautification, Cultural awareness, Early childhood education, Education, Elementary and secondary education, Energy efficiency, Environment, Family planning, Family services, Fishing and aquaculture, Food aid, Foundations, Geography, Health insurance, Higher education, Housing development, Human services, Individual liberties, Marine science, Museums, Natural resources, Nonprofits, Performing arts, Philanthropy, Population studies, Public affairs, Reproductive health care, Reproductive rights, Science, Venture philanthropy, Youth development
GEOGRAPHIC FOCUS National, International, California, Colorado, Sub-Saharan Africa, Oceania, Southern Asia, Global Programs, Mexico, Indonesia, Ethiopia, India
POPULATION Children and youth, Economically disadvantaged people, Low-income people, Women and girls GROUPS SUPPORT Capacity-building and technical assistance, Continuing support, Fellowships, General support, Grantee relations, Land STRATEGIES acquisitions, Leadership and professional development, Participatory grantmaking, Program evaluations, Program support, Public engagement and education, Research, System and operational improvements
TRANSACTION TYPES Employee matching gifts, Matching grants, Pro bono consulting services, Program-related investments
ORGANIZAT ION Operating foundations TYPES
About Purpose and Activities The David and Lucile Packard Foundation is a family foundation. The foundation works on the issues its founders cared about most: improving the lives of children, enabling the creative pursuit of science, advancing reproductive health, and conserving and restoring the earth’s natural systems. The foundation invests in effective organizations and leaders, collaborates with them to identify strategic solutions, and supports them over time to reach its common goals.
Backg round Incorporated in 1964 in CA - Founded by the late David and Lucile Packard, co-founders of Hewlett-Packard (HP). HP is a global corporation developing and manufacturing information technology such as data storage, networking hardware and a variety of other technological products. The Packards formalized their passion for philanthropy in 1964 when they established the David and Lucile Packard Foundation. They believed America to be the home of a unique type of organization—foundations—that constitute a great American tradition and complement government efforts to focus on society’s needs. Today, their children and grandchildren continue to help guide the Foundation’s work.
Prog ram Areas (8) Children, Families, and Communities (CFC) The program works to ensure opportunities for all children to reach their potential by addressing two interrelated and fundamental needs that must be met for children to thrive: health and education. The focus areas are: 1) Early Learning. This program seeks to improve the quality of early learning and developmental experiences, in both formal and informal settings, for all children in California from birth through age five; 2) Children's Health Insurance. This program works to
50 Arts and Culture Funding Source Report ensure that all children receive appropriate health care by creating nationwide systems that provide access to health insurance for all children; and 3) After- School and Summer Enrichment. This program aims to strengthen California’s public commitment to school-based, after-school programs and to ensure that after-school and summer learning opportunities are fully integrated in to the education system .
Conservation and Science The program invests in action and ideas that conserve and restore ecosystems while enhancing human well-being. It supports public policy reforms, changes in private sector practices, and scientific activities to develop essential knowledge and tools for addressing current and future priorities. Focus areas include: 1) Climate: Reducing emissions that contribute to environment-damaging climate change; 2) Oceans: Working toward healthy oceans that support a diversity and abundance of marine life which can withstand pressures over time, providing people and communities with food, stable livelihoods and economic, social and cultural benefits; 3) Land: Working to protect some of the continent’s iconic natural treasures and remaining wilderness areas; 4) Science: Supporting efforts to gather fresh knowledge about the Earth’s ecosystems and use these findings to generate creative solutions .
Local Grantmaking The program supports an array of nonprofit organizations in geographic areas that are significant to the Packard family. These include the five California counties that surround the Foundation’s headquarters in Los Altos, California: San Mateo, Santa Clara, Santa Cruz, Monterey, and San Benito, as well as Pueblo, Colorado, the birthplace of David Packard. The goal in supporting these communities is to help make them stronger and more vibrant places where all families can thrive and reach their potential. To achieve this goal, the Local Grantmaking program focuses its resources on addressing six fundamental issue areas: 1) Arts; 2) Children and Youth; 3) Conservation and Science; 4) Food and Shelter; 5) Population and Reproductive Health; 6) Beyond the Check .
Matching Gifts All foundation employees are eligible to have their gifts to public charities, schools, colleges and other 501(c)(3) organizations matched by the foundation. The gifts may range from $35 to $10,000 per calendar year.
Organizational Effectiveness and Philanthropy Funds The program supports grantees to help them build core strengths in areas like strategic and business planning, financial management, board and executive leadership, and communications. It also makes grants to build these capacities among groups of leaders and cohorts of grantees, through initiatives called Partnership Projects —so that nonprofit leaders can share knowledge, learn from their peers, and grow their networks. Partnership Projects are grants focused on groups of leaders and cohorts of grantees. They are developed as a collaboration between Organizational Effectiveness and programs at the foundation, grantees and, when possible, other funders, and are designed to allow grantees to strengthen organizational capacity and learn from and connect with their peers.
Population and Reproductive Health The program seeks to promote women’s reproductive health and rights and to stabilize population growth. The program supports efforts to expand access to and improve the quality of essential services, including comprehensive sexuality education, voluntary family planning/contraception, and safe abortion. It focuses its efforts in South Asia, Sub-Saharan Africa, and the United States. In each region, it makes grants to strengthen service delivery, build leadership and advocacy capacity, and shift social and cultural norms that prevent women and youth from seeking the services they need to make healthy reproductive decisions. The foundation uses the evidence and experience it collects to forge partnerships with global research and advocacy organizations, especially youth-led networks, and to shape the discourse at the regional and global levels. .
Program-Related Investment The foundation has made PRIs in the form of loans, guarantees and equity within its program areas when organizations can demonstrate that repayment will be forthcoming. Historically, the foundation has made PRIs to support a range of activities including acquisition of land for environmental conservation purposes, acquisition and/or construction of grantee and nonprofit facilities, and implementation of grantee program- and mission-driven ventures.
Scholarship Program: The Packard Fellowships for Science and Engineering In 1988, the Packard Foundation established the Packard Fellowships for Science and Engineering to allow the nation’s most promising professors to pursue science and engineering research early in their careers with few funding restrictions and limited reporting requirements. The program arose out of David Packard’s commitment to strengthening university-based science and engineering programs in recognition that the success of the Hewlett-Packard Company, which he cofounded, derived in large measure from the research and development in university laboratories. Average Scholarship: $875,000 What Scholarship Covers: Research-related expenses Degree Program: Post-graduate research Geographic Scope of Student: Must be a professor at one of 50 selected universities (https://www.packard.org/what-we-fund/science/packard-fellowships-for-science-and-engineering/invited-institutions) Host Countries: USA Population Served: Promising early-career professors in science and engineering Program Model: Project-based Additional Resources: https://www.packard.org/wp-content/uploads/2017/12/2018-Packard-Fellows-Guidelines.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 Review program guidelines online; foundation does not accept proposals for all of their areas of interest Application form not required. Applicants should submit the following : 1. Signature and title of chief executive officer 2. Timetable for implementation and evaluation of project 3. Copy of most recent annual report/audited financial statement/990 4. Detailed description of project and amount of funding requested 5. Copy of IRS Determination Letter 6. Geographic area to be served 7. Copy of current year's organizational budget and/or project budget 8. Contact person 9. Listing of board of directors, trustees, officers and other key people and their affiliations 10. How project's results will be evaluated or measured 11. Brief history of organization and description of its mission
Arts and Culture Funding Source Report 51 12. Name, address and phone number of organization 13. Qualifications of key personnel 14. Results expected from proposed grant 15. Additional materials/documentation 16. Listing of additional sources and amount of support
Initial Approach: Proposal or 2- to 3-page letter of inquiry Copies of proposal: 1 Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None Final notification: Varies GIVING LIMIT AT IONS Giving for national and international grants, with a special focus on the Northern CA counties of San Mateo, Santa Clara, Santa Cruz, Monterey, and San Benito; giving also in Pueblo, Colorado. No support for religious or political organizations. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $7,850,230,455 $335,249,144 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $380,569,988 Qualifying Distributions: $403,153,759
Giving Activities include: $335,249,144 for grants
Who's Who See who can introduce you to someone at The David and Lucile Packard Foundation
Officers and Trustees (18) Staff (73) Susan Packard Orr Chair. and Trustee Justina Acevedo-Cross Prog. Off., Children, Families, and Communities Nancy Packard Burnett Vice-Chair. and Trustee Kathy Barton Grantmaking Opers. Coord. Julie E. Packard Vice-Chair. and Trustee Jennifer Blum Prog. Off., Population and Reproductive Health Carol S. Larson C.E.O. and Pres. and Trustee Inger Brinck Prog. Opers. Mgr., Children, Families and Communities and Local Chris DeCardy V.P. and Dir., Prog s. Grantmaking Craig Neyman V.P. and C.F.O. Audrey Chang Prog. Off., Conservation and Science John H. Moehling C.I.O. Cheryl Chang Prog. Specialist., Organizational Effectiveness, and Mary Anne Rodgers Secy. and Genl. Counsel Philanthropy, and President's Fund Ipek S. Burnett John Claussen Prog. Off., Conservation and Science Linda Grieg o Ellen Clear Prog. Off., Local Grantmaking Edward W. Barnholt Lester Coutinho Prog. Off., Population and Reproductive Health Jason K. Burnett Richard Cudney Prog. Off., Conservation and Science Michael J. Klag Lana Dakan Prog. Off., Population and Reproductive Health Jane Lubchenco Eunice Delumen Grantmaking Opers. Compliance Mgr. Linda A. Mason Justin Guay Prog. Off., Conservation and Science David Orr Minna Jung Dir., Comms. Louise Stephens Tamara Kreinin Dir., Population and Reproductive Health Ward W. Woods Kai N. Lee, Ph.D Prog. Off. and Mgr., Conservation and Science Heather Ludemann Prof. Off., Conservation and Science Felicia Madsen Comm. Dir. Jessica Mancini Prog. Off., Local Grantmaking Jamaica Maxwell Prog. Off., Organizational Effectiveness, Philanthropy, and President's Fund Belinda Morris Prog. Off., Conservation and Science Lori Prince Dir., HR Walter V. Reid, Ph.D Dir., Conservation and Science Curt Riffle Prog. Off., Conservation and Science Mary Anne Rodgers General Counsel Mig uel M. Salinas Prog. Off., Local Grantmaking Bernadette Sangalang Prog. Off., Children, Families and Communities Diana Scearce Dir., Evaluation and Learning Jeff Sunshine Prog. Off., Children, Families and Communities Xiao-Wei Wang Prog. Mgr., Conservation and Science Stacey Lenn Webb Dir., Prog. Opers. and Info. Irene Wong Dir., Local Grantmaking Linda Schuurmann Baker Prog. Off., Organizational Effectiveness, Philanthropy, and President's Fund Meredith Blair Off., Eval. and Learning Vanes s a Fumia Grantmaking Opers. Systems Mgr.
52 Arts and Culture Funding Source Report Amy Gavin Prog. Opers. Mgr., Population and Reproductive Health Mary Ships ey Gunn Pueblo Grantmaking Mgr. Meg an Jellinek Legal Analyst Merra Mani Dir., Children, Families and Communities Lisa Monzon Prog. Off. and Mgr., Conservation and Science Kathleen Reich Dir., Organizational Effectiveness and Philanthropy Susan Phinney Silver Prog. Mgr., Program-Related Investment Stella Underwood Grantmaking Opers. Coord. Kristine Ashfield Prog. Opers. Coord., Conservation and Science Prog. Liane Wong Prog. Off., Children, Family and Communities Meg Caldwell Deputy Director, Oceans Kai Carter Prog. Off., International Conservation and Agriculture Juli Chamberlin Prog. Assoc., Conservation and Science Prog. Karina Chamorro Prog . Assoc., International Conservation and Agriculture Katie Chansler Prog. Assoc., Conservation and Science Gina Crescenti Prog. Assoc., Local Grantmaking Lisa Dacey Prog. Opers. Mgr., Population and Reproductive Health Georg e Dallas Prog. Assoc., Children, Families, and Communities Emily Dwyer Prog. Assoc., Organizational Effectiveness and Philanthropy Sara Elkin Prog. Opers. Asst., Population and Reproductive Health Chad Eng lish Prog. Off., Conservation and Science Linda Garg iulo Prog. Assoc., Organizational Effectiveness Katie Harkin Prog. Assoc., Children, Families, and Communities Kathy Hesse Prog. Assoc., Conservation and Science Mary Ho Prog. Opers. Mgr., Local Grantmaking Sarah Hogan Prog. Off., Conservation and Science Amy Ifte khar Prog. Assoc., Population and Reproductive Health Chase Jaz Prog. Assoc., Conservation and Science Arum Lansel Prog. Opers. Mgr., Organizational Effectiveness and Philanthropy Alisa E. Mullig an Cont. Linda Shak Assoc. Prog. Off., Children, Families, and Communities Laura Sullivan Prog. Assoc., Conservation and Science Alyssa Tartag lione Prog. Assoc., Population and Reproductive Health Joanne Tong Prog. Assoc., Children, Families, and Communities Trisha Violette Prog. Assoc., Children, Families, and Communities Xiao-Wei Wang Packard Fellows Prog. Mgr., Conservation and Science Ashley Young Prog. Assoc., Population and Reproductive Health Meredith Blair Pearlman Dir., Eval. and Learning
Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. David Packard‡ Lucile Packard‡
T he David and Lucile Packard Foundation Family foundation
EIN 942278431 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2692232495 343 Second St. Contact: Communications Dept. PUBLICATIONS Los Altos, CA United States 94022-3632 Telephone: (650) 948-7658 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Annual report County: Santa Clara URL: www.packard.org Financial statement Metropolitan area: San Jose-Sunnyvale-Santa Grants list Clara, CA Newsletter Congressional district: California District 18 Occasional report Prog ram policy statement Program policy statement (including application guidelines)
MEMBERS HIPS Reg ional Associations of Grantmakers Colorado Association of Funders Northern California Grantmakers
Affinity Groups
Arts and Culture Funding Source Report 53 Asian Americans/Pacific Islanders in Philanthropy, Grantmakers in Health Inc. Grantmakers in the Arts BoardSource Hispanics in Philanthropy Grantmakers for Education International Human Rights Funders Group Grantmakers for Effective Organizations Mission Investors Exchange National Committee for Responsive Philanthropy Technology Affinity Group The Philanthropy Roundtable
Associations and Other Philanthropic Organizations Candid Hispanics in Philanthropy International Human Rights Funders Group
54 Arts and Culture Funding Source Report The Endeavor Foundation
New York City, NY, United States
Funding Interests SUBJECT S Arts and culture, Climate change, Communication media, Community improvement, Education, Educational management, Elementary and secondary education, Foundations, Higher education, Performing arts, Philanthropy, Public affairs, Special population support, Undergraduate education
GEOGRAPHIC FOCUS National, International, Eastern Europe, Europe, Poland, Slovakia, Germany, Slovenia, New York, Massachusetts, Vermont
POPULATION Academics, Children and youth, Students GROUPS SUPPORT Curriculum development, General support, Program support, Seed money STRATEGIES TRANSACTION TYPES Matching grants
About Purpose and Activities Giving concentrated on private institutions of higher learning at the baccalaureate level in the United States and Europe and performing arts organizations in New York City; occasional support for perceived needs in other areas of education and the arts.
Backg round Prog ram Area Incorporated in 1952 in NY Program-Related Investment Historically, the foundation has made a PRI in the form of a loan to a performing arts group.
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 Application form not required. Applicants should submit the following : 1. Statement of problem project will address 2. Results expected from proposed grant 3. Detailed description of project and amount of funding requested
Initial Approach: Letter of inquiry Copies of proposal: 1 Board meeting date(s): Spring Deadline(s): None Additional information: The above information should be submitted in a brief letter of inquiry. If the project or need falls within the foundation's support areas and funding resources, a more detailed proposal will be requested. In most instances, a personal conference will also be required GIVING LIMIT AT IONS Giving primarily in the U.S. and Central and Eastern Europe. Generally, no support for government agencies, or for community or neighborhood projects, religious institutions, or for health care. Generally, no grants to individuals, or for annual campaigns, emergency funds, deficit financing, land acquisitions, building projects, medical research; no loans (except for program-related investments).
Financials FOR FISCAL YEAR ENDED 2016-12-31 $225,876,532 $5,195,900 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $8,328,277 Qualifying Distributions: $7,519,030
Giving Activities include: $5,195,900 for grants
Arts and Culture Funding Source Report 55 Who's Who See who can introduce you to someone at The Endeavor Foundation
Officers (2) Trustees (2) Julie J. Kidd Pres. and Treas. Donald W. Harward Christen L. Kidd Secy. Ann B. Spence
Staff (3) Donors (2) Susan Kassouf Prog. Advisor Note: If a donor is deceased, the symbol (‡) follows the name. Ashley Kidd Prog. Dir. Christian A. Johnson‡ Eliz abeth F. Brocks Office Mgr. Charlotte Johnson Charitable Lead Trust
T he Endeavor Foundation Family foundation
EIN 136147952 LOCATION CONTACT INFORMATION BRIDGE NUMBER 3380285587 1060 Park Ave. PUBLICATIONS New York City, NY United States 10128-1033 Application guidelines ADDITIONAL LOCATION INFORMATION Financial statement County: New York Prog ram policy statement Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12
56 Arts and Culture Funding Source Report The Florence Gould Foundation
New York City, NY, United States | (212) 701-3400
Funding Interests SUBJECT S Arts and culture, Arts services, Christianity, Communication media, Goodwill promotion, Higher education, Historical activities, Humanities, Libraries, Museums, Performing arts
GEOGRAPHIC FOCUS National, International, France, Massachusetts, New York, Italy
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT General support, Performances, Presentations and productions, Program support STRATEGIES
About Purpose and Activities Essential aim is to promote French-American amity and understanding.
Backg round Incorporated in 1957 in NY - Mrs. Gould, who was a daughter-in-law of the railway magnate Jay Gould, died in 1983. The bulk of her estate, an extensive art and jewelry collection valued at over $100 million at the time of her death, was sold and the proceeds left to the foundation. Since 1984, the foundation has received gifts from the estate exceeding $64 million
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 Application form not required. Initial Approach: Letter or telephone inquiry Copies of proposal: 1 Board meeting date(s): As necessary Deadline(s): None Final notification: Varies GIVING LIMIT AT IONS Giving primarily in the U.S. and France. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $34,851,013 $10,000,823 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $10,746,909 Qualifying Distributions: $10,444,981
Giving Activities include: $10,000,823 for grants
Who's Who See who can introduce you to someone at The Florence Gould Foundation
Officers (4) Donors (1) JOHN R. YOUNG PRESIDENT, DIRECTOR, MEMBER Note: If a donor is deceased, the symbol (‡) follows the name. WALT ER C. CLIFF VP, TREASURER, DIRECTOR,MEMBER Florence J. Gould‡ URSULA CLIFF V P, SECRETARY, DIRECTOR JOAN MURT AGH FRANKEL MEMBER
T he Florence Gould Foundation Independent foundation
Arts and Culture Funding Source Report 57 EIN 136176855 LOCATION CONTACT INFORMATION BRIDGE NUMBER 3502555558 80 Pine St., Ste. 2133 Telephone: (212) 701-3400 New York City, NY United States 10005----1702 ADDITIONAL LOCATION INFORMATION County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 10
MEMBERS HIPS Affinity Groups Exponent Philanthropy
58 Arts and Culture Funding Source Report The Gladys Krieble Delmas Foundation New York City, NY, United States | www.delmas.org | (212) 687-0011 | [email protected]
Funding Interests SUBJECT S Arts and culture, Arts services, Biodiversity, Communication media, Community recreation, Education, Higher education, Historical activities, Humanities, Libraries, Museums, Performing arts, Visual arts
GEOGRAPHIC FOCUS National, International, Italy, Canada, New York, United Kingdom
POPULATION Academics, Children and youth GROUPS SUPPORT Conferences and exhibits, Continuing support, Curriculum development, Fellowships, General support, Performances, STRATEGIES Presentations and productions, Program support, Research, Scholarships
About Purpose and Activities The foundation supports the humanities, research libraries, and New York City performing arts organizations, and has a particular interest in encouraging Venetian scholarship.
Backg round Established in 1976 in NY
Prog ram Areas (5) Grants to Individuals Prog ram Predoctoral and postdoctoral grants for research in Venice and the Veneto, Italy.
Humanities Prog ram The foundation intends to further the humanities along a broad front, supporting projects which address the concerns of the historical studia humanitatis: a humanistic education rooted in the great traditions of the past: the formation of human beings according to cultural, moral, and aesthetic ideals derived from that past; and the ongoing debate over how these ideals may best be conceived and realized. Programs in the following areas are eligible: history; archaeology; literature; languages, both classical and modern; philosophy; ethics; comparative religion; the history, criticism, and theory of the arts; and those aspects of the social sciences which share the content and methods of humanistic disciplines. The foundation welcomes projects that cross the boundaries between humanistic disciplines and explore the connection among the humanities and other areas of scholarship. The Humanities Program is primarily directed to institutions of higher education and humanistic enterprises such as learned societies, museums, and major editorial projects. The program may also consider, on a selective basis, projects that increase the exposure to those outside these institutions to the humanistic experience or that strengthen preparation for the humanistic disciplines in secondary education. The prime criterion remains that of Gladys and Jean Delmas: a commitment to excellence, whether proven or promised.
Performing Arts Program The principal mission of the program is to support organizations of quality in the fields of dance, music, and theater that perform or produce work in New York City. More specifically, the program seeks to: preserve and support New York City's major performing arts institutions; support theater companies that have demonstrated a commitment to include the classics in their regular repertory; encourage dance, theater, and music companies and presenters to make their offerings accessible to audiences; provide stabilization and project funds for dance companies; provide support for music groups committed to performing the contemporary repertory; assist innovative or important projects that address the professional training and development of performing artists; and support the work of artists who, over time, have reinterpreted the traditional elements of dance or theater and thereby have broadened our aesthetic appreciation or understanding.
Research Library Program The overall objective of the Research Library Program is to improve the ability of research libraries to serve the needs of scholarship in the humanities and the performing arts, and to help make their resources more widely accessible to scholars and the general public. Wherever possible, grants to libraries seek to promote cooperative cataloguing projects, with an emphasis on access to archival, manuscript, and other unique sources; some elements of interpretation and exhibition: scholarly library publications: bibliographical and publishing projects of interest to research libraries; and preservation/conservation work and research. The geographical concentration is primarily but not exclusively directed toward European and American history and letters, broadly defined. Technological developments that support humanities research and access to humanities resources are also eligible. A limited number of modest grants will also be available for projects related to the history of the book, book culture, printing history, and related programs. Conferences designed to address these issues in collaborative ways and programs formulated to enhance or leverage similar activity by other institutions, consortia, or funding agencies will also be considered.
Venetian Research Program This program awards four types of support to individuals: 1) Grants for Independent Research on Venetian History and Culture are pre-doctoral and post- doctoral grants for travel and residence in Venice and the Veneto. The grants support historical research on Venice, the former Venetian empire, and contemporary Venice; 2) Grants for Venetian Research in European Libraries and Archives outside Venice allow scholars who have already received and accepted a Delmas grant for work in Venice and the Venito to apply for a one-time grant of $3,000, for one month only, to work on Venetian materials in other European libraries and archives; 3) Publication Assistance supports publications to help make possible the dissemination of work accomplished through Delmas Grants for Independent Research; and 4) Grants for Organizations in Support of Venetian Scholarship and Culture which awards grants to organizations for projects aimed at broadening understanding of Venetian history and culture, including the preservation of scholarly resources relating to Venice.
Arts and Culture Funding Source Report 59 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 Application guidelines available on foundation web site. Application form required for grants for Independent Research on Venetian History and Culture Application form not required. Applicants should submit the following : 1. Copy of IRS Determination Letter
Initial Approach: Letter, not exceeding 2 pages Copies of proposal: 1 Board meeting date(s): Varies Deadline(s): Dec. 15 for grants for Independent Research on Venetian History and Culture Final notification: Apr. 1 for grants for Independent Research on Venetian History and Culture GIVING LIMIT AT IONS Giving on a national basis to organizations, but only in New York, NY, for performing arts grants; giving for individual research projects conducted in Venice or the Veneto, Italy. Research libraries primarily directed toward European and American letters. No grants to individuals (except for advanced research in Venice and the Veneto), or for building campaigns; no loans.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $46,922,566 $1,613,860 Gifts Received: $2,500 TOTAL ASSETS T OT AL GIVING Expenditures: $2,932,490 Qualifying Distributions: $2,040,026
Giving Activities include: $1,613,860 for grants
Who's Who See who can introduce you to someone at The Gladys Krieble Delmas Foundation
Officers (3) Donors (2) JOSEPH C MIT CHELL TRUSTEE Note: If a donor is deceased, the symbol (‡) follows the name. DEIRDRE ST AM TRUSTEE Gladys V.K. Delmas‡ JAMES S GRUBB TRUSTEE Jean Paul Delmas‡
The Gladys Krieble Delmas Foundation Independent foundation
EIN 510193884 LOCATION CONTACT INFORMATION BRIDGE NUMBER 6053784984 275 Madison Ave., 33rd Fl. Telephone: (212) 687-0011 PUBLICATIONS New York City, NY United States 10016-1101 Fax: (212) 687-8877 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Financial statement County: New York URL: www.delmas.org Grants list Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12
MEMBERS HIPS Associations and Other Philanthropic Organizations Nonprofit Coordinating Committee of New York, Inc.
60 Arts and Culture Funding Source Report The Hearst Foundation, Inc. New York City, NY, United States | www.hearstfdn.org | (212) 649-3748 | [email protected]
The Hearst Foundation, Inc. Most Recent 5 Years At A Glance They've funded 521 grants to 515 organizations totaling $52,780,000
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
400 Educatio n
Arts and cul… Health
Human ser… 200
Co mmunity… Informatio…
Science Number of Grants 0 Public safety Internation…
Environment 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $20M $40M
Giving Amount Grant Amount
Funding Interests SUBJECT S Arts and culture, Arts education, Arts services, Basic and emergency aid, Basic and remedial instruction, Child welfare, Community recreation, 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, 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
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
Arts and Culture Funding Source Report 61 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) No similar funders found at this time.
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 BRIDGE NUMBER 4769767602 Hearst Twrs., 300 W. 57th St., 26th Fl. Contact: Paul I. Dinovitz, Exec. Dir. PUBLICATIONS New York City, NY United States 10019-3741 Telephone: (212) 649-3748 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: New York URL: www.hearstfdn.org Metropolitan area: New York-Newark-Jersey City, ADDITIONAL CONTACT INFORMATION NY-NJ-PA Address for applicants from west of the
62 Arts and Culture Funding Source Report 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]
MEMBERS HIPS Associations and Other Philanthropic Organizations Candid
Arts and Culture Funding Source Report 63 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, Environment, Family services, Health, Higher education, Human rights, Individual liberties, Judaism, Mental health care, Natural resources, Nonprofits, Performing arts, Philanthropy, Public policy, Reform Judaism
GEOGRAPHIC FOCUS National, International, Israel, District of Columbia, West Bank/Gaza (Palestinian Territories), Maryland, New York
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 Judaic institutions, Public charities 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.
64 Arts and Culture Funding Source Report 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 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. Copy of current year's organizational budget and/or project budget 2. Listing of board of directors, trustees, officers and other key people and their affiliations 3. How project's results will be evaluated or measured 4. Copy of IRS Determination Letter 5. Brief history of organization and description of its mission 6. Qualifications of key personnel
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 2016-12-31 $124,715,151 $7,253,350 Gifts Received: $1,550,000 TOTAL ASSETS T OT AL GIVING Expenditures: $8,411,956 Qualifying Distributions: $8,080,881
Giving Activities include: $7,253,350 for grants
Who's Who See who can introduce you to someone at THE JACOB AND HILDA BLAUSTEIN FOUNDATION INC
Governing Body (9) Staff (4) Michael J Hirschhorn President Brenda Zlatin Program Officer Eliz abeth B Roswell Trustee & Vice President Betsy Ringel Assistant Secretary Arthur E Roswell Trustee & Vice President Betsy Ringel Exec.Director Sarah Shapiro Vice President Lara Hall Program Officer Jill R Robinson Secretary Betsy Ringel Assistant Secretary Donors (4) Betsy Ringel Exec.Director Note: If a donor is deceased, the symbol (‡) follows the name. Anne Patterson Treasurer Jacob Blaustein‡ Sandra L Glock Assistant Treasurer 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 BRIDGE NUMBER 5432276804 10 EAST BALTIMORE STREET SUITE 1111, 1111 Telephone: (410) 347-7201 PUBLICATIONS Baltimore, MD United States 21202 Fax: (410) 347-7210 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Grants list County: Baltimore URL: Metropolitan area: Baltimore-Columbia- www.blaufund.org/foundations/jacobandhilda_f.... Towson, MD Congressional district: Maryland District 07
MEMBERS HIPS Reg ional Associations of Grantmakers
Arts and Culture Funding Source Report 65 Association of Baltimore Area Grantmakers
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
66 Arts and Culture Funding Source Report The Kettering Family Foundation Dayton, OH, United States | kff.cfketteringfamilies.com | 937 228 1021 | [email protected]
Funding Interests SUBJECT S Arts and culture, Arts services, Biodiversity, Community recreation, Diseases and conditions, Education, Elementary and secondary education, Environment, Family services, Health, Higher education, Human services, In-patient medical care, Medical specialties, Museums, Natural resources, Performing arts, Special population support, Visual arts, Youth development
GEOGRAPHIC FOCUS National, Ohio, Nicaragua, Uganda, New York, Colorado, Nepal, New Hampshire, Vermont
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Capital campaigns, Convening, Endowments, Equipment, General support, Program support, Research, Research and STRATEGIES evaluation, Technical assistance TRANSACTION TYPES Matching grants
About Purpose and Activities Giving primarily for arts, culture, and humanities, education, the environment, health care and human services.
Backg round Incorporated in 1956 in IL; reincorporated in 1966 in OH
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 The foundation trustees have historically approved grants in those areas where family members reside. At the same time over 90 percent of the grants approved in recent years have been trustee endorsed, some of which are in areas that may be located outside of family residence areas. Family members live throughout the U.S., but there are larger concentrations between NY and NH, in addition to CO. The foundation strongly recommends that applicants contact the foundation's office to discuss their proposed program before they start the application process. Send an e-mail or call the office. Fiscal sponsorships will be accepted, but only under special circumstances Application form required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Contact person 3. How project's results will be evaluated or measured 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. Copy of most recent annual report/audited financial statement/990 8. Detailed description of project and amount of funding requested
Initial Approach: Submission through on-line application process only. The foundation strongly recommends contacting its office to discuss proposal prior to application. See foundation web site for application procedures and the "Other Policies" section Copies of proposal: 1 Board meeting date(s): Mid-May and mid-Nov. Deadline(s): Jan. 31 and July 31 for request summary. If approved, Mar. 15 and Sept. 15, for full proposals Final notification: 2 weeks after board meetings GIVING LIMIT AT IONS Primarily where Kettering Family members reside. Generally in Colorado, New Hampshire, New York, and Connecticut. No support for foreign purposes, religious organizations for religious purposes, public elementary or secondary schools, local chapters of national organizations, conduit organizations, or activities of 509(a)(3) Type III Supporting Organization. No grants to individuals, or for scholarships, fellowships, memberships, tickets, advertising, multi-year grants, capital construction, travel expenses, event sponsorships, or community drives; no loans.
Financials FOR FISCAL YEAR ENDED 2016-12-31
Arts and Culture Funding Source Report 67 $102,860,686 $4,537,881 Gifts Received: $2,529 TOTAL ASSETS T OT AL GIVING Expenditures: N/A Qualifying Distributions: $4,861,652
Giving Activities include: $4,537,881 for grants
Who's Who See who can introduce you to someone at The Kettering Family Foundation
Officers and Trustees (12) Donors (21) Charles F. Kettering, III Pres. Note: If a donor is deceased, the symbol (‡) follows the name. Albert W. Leland C.O.O. Jane K. Lombard Susan S. Kettering V.P. and Trustee Charles F. Kettering, III Debra L. Williamson V.P. and Trustee Lisa S. Kettering, MD Karen W. Cushnie Secy.-Treas. and Trustee Leslie G. Williamson Judith Thompson Exec. Dir. Douglas E. Williamson, MD Linda K. Danneberg Susan S. Kettering Lisa S. Kettering, MD Kyle W. Kim Kyle W. Kim Mark A. Cox Jane K. Lombard Douglas J. Cushnie Richard J. Lombard Karen W. Cus hnie Doug las E. Williamson, MD Linda K. Danneberg William H. Danneberg Jean S. Kettering Richard J. Lombard Debra L. Williamson Nathalie R. Lombard E.W. Kettering ‡ Virginia W. Kettering‡ S.K. Williamson‡ Richard D. Lombard‡ B. Weiffenbach‡
T he Kettering Family Foundation Family foundation
EIN 310727384 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7791778489 40 N. Main St., Ste. 1480, The Kettering Tower Contact: Judith M. Thompson, Exec. Dir. PUBLICATIONS Dayton, OH United States 45423-1160 Telephone: 937 228 1021 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: Grants list County: Montgomery info@kettering familyphilanthropies.org Metropolitan area: Dayton, OH URL: kff.cfkettering families.com Congressional district: Ohio District 10
MEMBERS HIPS Reg ional Associations of Grantmakers Philanthropy Ohio
68 Arts and Culture Funding Source Report The Kresge Foundation T roy, MI, United States | kresge.org | (248) 643-9630 | [email protected]
The Kresge Foundation Most Recent 5 Years At A Glance They've funded 2,016 grants to 1,077 organizations totaling $895,029,138
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
1000 Co mmunity…
Arts and cul… Philanthropy
Educatio n 500
Human ser… Environment
Health Number of Grants 0 Public affairs Human rights
Public safety 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $500M $1,0…
Giving Amount Grant Amount
Funding Interests SUBJECT S Artist's services, Arts and culture, Business and industry, Community and economic development, Community improvement, Economic development, Energy resources, Environment, Foundations, Health care administration and financing, Higher education, Housing development, Human services, Natural resources, Nonprofits, Performing arts, Philanthropy, Public health, Public policy, Youth development
GEOGRAPHIC FOCUS National, Michigan, United Kingdom, South Africa, Mexico, Haiti, California, Canada, Louisiana
POPULATION Economically disadvantaged people, Low-income people GROUPS SUPPORT General support, Policy, advocacy and systems reform, Program support, Research, Technical assistance STRATEGIES TRANSACTION TYPES Employee matching gifts, Program-related investments
ORGANIZAT ION Governments and agencies TYPES
About Purpose and Activities The foundation seeks to strengthen nonprofit organizations by catalyzing their growth, connecting them to their stake holders, and challenging greater support through grants. The foundation believes that strong, sustainable, high capacity organizations are positioned to achieve their missions and strengthen communities. Grants are awarded to nonprofit organizations operating in the fields of education, health and long-term care, human services, arts and humanities, public affairs, and science, nature, and the environment.
Backg round Incorporated in 1924 in MI - Founded by the late Sebastian Spering Kresge for the “promotion of human progress.” Kresge amassed a fortune as founder and chairman of the board of the S.S. Kresge Co., a 5-and-10-cent syndicate operating through the U.S., Canada, and Puerto Rico (now known as K-Mart Corp.). The foundation is not affiliated or associated with K-Mart or any other organization. The foundation received distributions of cash and securities from the estate of the late Clara K. Kresge totaling $7,533,191 in 1983 and $11,773,896 in 1984
Prog ram Areas (9) Arts and Culture This program seeks to build strong, healthy cities by promoting the integration of arts and culture in community revitalization. The program invests in the following focus areas: 1) Pioneering New Approaches: projects that address challenges to the effectiveness of creative place making; 2) Harvesting Leading Practices: efforts that deepen, capture and share knowledge from established creative place making work in disinvested communities; 3) Advancing Proven Approaches: promote the adoption of tested creative place making practices and will invest in work that advances that goal.
Community Development The program aims to advance opportunity and improve the quality of life for underserved and marginalized populations by supporting work to strengthen the social and economic fabric in American cities .
Arts and Culture Funding Source Report 69 Detroit The program aspires to change the city of Detroit’s trajectory to one of long-term economic opportunity that advances social equity, promotes cultural expression, and re-establishes the foundation's hometown as the center of a vibrant region. The program invests in the following areas: 1) Detroit arts and culture; 2) Education reform; 3) Entrepreneurial development-Growing small business; 4) Green county-Sustainable city; 5) Health; 6) Mass transit development- M-1 Rail; 7) Complete neighborhoods; 8) City land use; 9) Anchor institutions-Woodward creative corridor. The program is seldom able to fund requests for support from individual organizations that are not closely linked to a broader network of collaborators.
Educ ation The program focuses on expanding student access to higher education and opening avenues to academic success, particularly for those historically left out of the picture: low-income, first-generation, African American, Latino, Asian American and Pacific Islander, and Native American students. The program invests in the following areas: 1) Pathways to and through college: propelling more low-income, first-generation, underrepresented students into two- and four-year institutions and ensure they have the skills and support to stay and graduate; 2) Strengthening institutions: building the capacity of institutions whose primary missions are to serve low-income, underrepresented, underprepared, and first-generation college students; 3) Higher education in South Africa: promoting access and success at South African universities. The program does not accept unsolicited proposals for financial support .
Employee Matching Gifts The foundation matches the monetary gifts of its employees to charitable organizations.
Environment The program invests in activities that reduce the severity of climate change and strengthen communities against the changes already underway and is committed to building the resilience of communities. The program will support: 1) Place-based activities: Communities of practitioners who are addressing similar resilience challenges; topic areas are to be determined; and 2) Field building: Organizations that are advancing new knowledge, contributing new resources, building wider understanding of climate-resilience concepts, and promoting diverse networks and learning opportunities. Applications by invitation only.
Health The program's goal is to reduce health disparities by promoting conditions and environments that lead to positive health outcomes for all Americans, including promoting the health and well-being of low-income and vulnerable populations by improving the environmental and social conditions affecting their communities and by improving access to high-quality health care. The program invests in the following areas: 1) Community health partnerships: strengthening the primary- care safety net and community health systems; 2) Healthy environments: investing in efforts to make the places where low-income families live, learn, work and play safe and healthy. Support is focused on housing, food, transportation and the built environment as key determinants of health. Applications for grants and program-related investments are accepted.
Human Services The program seeks to expand access and opportunity for individuals and families who are vulnerable and low-income by strengthening human services organizations and promoting new responses to challenges in the sector. The program invests in the following areas: 1) Advancing the effectiveness and resilience of multiservice organizations: partnering with high-performing, multiservice organizations that seek to increase their ability to innovate and take their service-delivery and systems-change work to a higher level; 2) Leveraging the effectiveness of networks: supporting umbrella organizations and networks striving to re-invent the sector in ways that increase effectiveness and ultimately improve the quality of life and economic security of low-income individuals and families. Applications accepted on an ongoing basis. Review the applicable focus area’s web page and the application process it recommends.
Program-Related Investment The foundation has awarded PRIs in the form of a low-interest loans to finance the purchase of refrigerated trucks to support a network of food banks and mobile pantries to distribute donated food, and to community development organizations for expansion costs, to increase existing loan pools and to provide capital reserves for a loan fund. In 2009, in response to the economic crisis, the foundation created the Community Relief Fund, which offered human services organizations interest-free bridge loans to help them meet the demands for their services. $5.25 million in loans were awarded through the fund.
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 See foundation web site for more application information for each program. Application procedures vary for each foundation program area. See foundation web site for information on its Social Investment Practice. Application form required. Initial Approach: Online submission of proposal. Some grant opportunities are by invitation only. Copies of proposal: 1 Board meeting date(s): Mar., June, Sept. and Dec. Deadline(s): Announced when grant opportunities open Final notification: Generally within 10 to 12 weeks of the submission date
REQUESTS FOR PROPOSALS (RFPS) EMCArts Invites LOIs for 2019 Community Change Workshop Series POSTED: 2018-08-07 DEADLINE: 2018-10-15
70 Arts and Culture Funding Source Report GIVING LIMIT AT IONS Giving on a national basis with emphasis on Detroit, MI, as well as some international funding. No support for religious organizations, (unless applicant is operated by a religious organization and it serves secular needs and has financial and governing autonomy separate from the parent organization with space formally dedicated to its programs) private foundations, or elementary and secondary schools (unless they predominantly serve individuals with physical and/or developmental disabilities). No grants to individuals, or for debt retirement, projects that are already substantially completed, minor equipment purchases, or for constructing buildings for worship services.
Financials FOR FISCAL YEAR ENDED 2018-12-31 $3,727,686,257 $114,829,604 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $145,913,398 Qualifying Distributions: $114,829,604
Giving Activities include: $114,829,604 for grants $17,795,573 for loans/program-related investments
Who's Who See who can introduce you to someone at The Kresge Foundation
Officers and Trustees (13) Staff (38) Elaine D. Rosen Chair. and Trustee Stacey Barbas Prog . Off., Health Rip Raps on C.E.O. and Pres. and Trustee Kimberlee R. Cornett Managing Dir., Social Investment Practice Robert J. Manilla V.P. and C.I.O. Lois R. DeBacker Managing Dir., Environment Nancy M. Schlichting Kim Demps ey Dep. Dir., Social Investment Practice Amy B. Coleman V.P. and C.F.O. David D. Fukuzawa Managing Dir., Health Sheryl Madden Deputy C.F.O. and Cont. Joyce M. Holliman Grants Mgmt. Assoc. James L. Bildner Wendy L. Jackson Dep. Dir., Community Devel. Steven K. Hamp George C. Jacobsen Prog. Off., Community Devel. Paul C. Hilleg onds Helen Davis Johnson Prog. Off., Arts and Culture Cynthia L. Kresge Michelle D. Johnson Assoc. Prog. Off., Arts and Culture Maria Otero Chris M. Kabel Sr. Prog . Off., Health Kathy Ho Chin Fred G. Karnas Social Investment Off. Cecilia Muñoz Benjamin S. Kennedy Dep. Dir., Community Devel. Marcus L. McGrew Dir., Grants Mg mt. Phyllis D. Meadows Sr. Fellow John R. Nordgren Sr. Prog. Off., Environment Chera D. Reid Dir., Strategic Learning, Research, and Evaluation Crystal Y. Sewell Dir., HR Cynthia B. Shaw Comms. Dir. Amber J. Williams Grants Mgmt. Assoc. Neesha Modi Prog. Off, Detroit Sandra McAlister Ambrozy Sr. Prog. Off., Human Services Jessica E. Boehland Sr. Prog. Off., Environment Alice L. Carle Managing Dir., Arts and Culture Andrew R. Gatewood Prog. Off., Human Services Guillermina Hernandez -Galleos Prog. Dir., Human Services Judith A. McGovern Dep. Dir., Comms. William F.L. Moses Managing Dir., Education Susan C. Randall Grants Mgmt. Assoc. Ariel H. Simon Chief Strategy Officer and Deputy to the Pres. Genise T. Sing leton Grants Mgr. Re g ina R. Smith Sr. Prog. Off., Arts and Culture Laura J. Trudeau Sr. Prog. Dir., Community Devel. Rebecca Villarreal Prog . Off., Education Shamar Bibbins Prog. Off., Environment W. Kim Heron Sr. Comms. Off. Brian P. Hog le Prog . Off., Detroit Anna Cruz Strategic Learning and Eval. Off.
Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Sebastian S. Kresge‡
T he Kresg e Foundation Independent foundation
EIN 381359217 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1820024314 3215 W BIG BEAVER ROAD Contact: Rip Rapson, C.E.O. and Pres.
Arts and Culture Funding Source Report 71 PUBLICATIONS Troy, MI United States 48084 Telephone: (248) 643-9630 Annual report ADDITIONAL LOCATION INFORMATION Fax: (248) 643-0588 Financial statement County: Oakland E-mail: [email protected] Grants list Metropolitan area: Detroit-Warren-Dearborn, MI URL: kresge.org Informational brochure Congressional district: Michigan District 11
MEMBERS HIPS Reg ional Associations of Grantmakers Council of Michigan Foundations
Affinity Groups Africa Grantmakers' Affinity Group Grantmakers for Effective Organizations Grantmakers for Children, Youth and Families Grantmakers in Health Grantmakers for Education Mission Investors Exchange National Committee for Responsive Philanthropy US SIF Foundation, Ltd.
Associations and Other Philanthropic Organizations Africa Grantmakers' Affinity Group Candid Michigan Nonprofit Association
72 Arts and Culture Funding Source Report The Lynde and Harry Bradley Foundation, Inc. Milwaukee, WI, United States | www.bradleyfdn.org | (414) 291-9915
The Lynde and Harry Bradley Foundation, Inc. Most Recent 5 Years At A Glance They've funded 3,429 grants to 616 organizations totaling $253,986,048
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
1500 Educatio n
Public affairs 1000 So cial scie…
Philanthropy
Arts and cul… 500 Co mmunity…
Human rights Number of Grants 0 Informatio… Public safety
Human ser… 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $50M $100M
Giving Amount Grant Amount
Funding Interests SUBJECT S Arts and culture, Christianity, Civic participation, Civics for youth, Democracy, Economic development, Economics, Education, Elementary and secondary education, Family services, Foreign policy, Higher education, Humanities, Interdisciplinary studies, International relations, Legal services, Performing arts, Philanthropy, Political science, Public affairs, Public policy, Social sciences, Youth development
GEOGRAPHIC FOCUS National, Wisconsin, Turkey, Canada, District of Columbia, New York, Virginia, Mexico, California, Austria, Russia, Ukraine
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Researchers, Students GROUPS SUPPORT Annual campaigns, Capital and infrastructure, Continuing support, Convening, Curriculum development, Equipment, Fellowships, STRATEGIES General support, Individual development, Internships, Policy, advocacy and systems reform, Professorships, Program support, Public engagement and education, Publications, Research, Research and evaluation, Scholarships
TRANSACTION TYPES Matching grants, Program-related investments
About Purpose and Activities Support for projects that cultivate a renewed, healthier, and more vigorous sense of citizenship, at home and abroad. Projects will reflect the assumption that free men and women are genuinely self-governing, personally responsible citizens, able to run their daily affairs without the intrusive therapies of the bureaucratic, social service state. Consequently, they will seek to reinvigorate and revive the authority of the traditional institutions of civil society - families, schools, churches, neighborhoods, and entrepreneurial enterprises - that cultivate and provide room for the exercise of citizenship, individual responsibility, and strong moral character. Projects reflecting this view of citizenship and civil society may be demonstrations with national significance; public policy research in economics, politics, culture, or foreign affairs; or media and public education undertakings. Local support is directed toward cultural programs, education, social services, medical and health programs, and public policy research.
Backg round Incorporated in 1942 in WI as the Allen-Bradley Foundation, Inc.; adopted present name in 1985 - Lynde and Harry Bradley established the Allen-Bradley Company in 1903. The company was acquired by Rockwell International Corporation in 1985, and a significant portion of the proceeds was dedicated to establishing The Lynde and Harry Bradley Foundation.
Prog ram Areas (2) Bradley Prizes Program The Bradley Prizes formally recognize individuals of extraordinary talent and dedication who have made contributions of excellence in areas consistent with The Lynde and Harry Bradley Foundation’s mission. Up to four Prizes of $250,000 each are awarded annually to innovative thinkers and practitioners whose achievements strengthen the legacy of the Bradley brothers and the ideas to which they were committed. Bradley Prize nominations are solicited from a national panel of more than 100 prominent individuals involved in academia, public-policy research, journalism, civic affairs, and the arts. All nominees are carefully evaluated by a distinguished selection committee that makes recommendations to the Foundation’s Board of Directors, which selects them. The Prize winners are then honored at a celebratory awards ceremony.
Program-Related Investment Historically, the foundation has made PRIs on a limited basis for support in the areas of community improvement and public/society benefit.
Arts and Culture Funding Source Report 73 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 If the foundation determines the project to be within the current program interests as determined by its Board of Directors, the applicant will be invited to submit a formal proposal Application form not required. Applicants should submit the following : 1. Timetable for implementation and evaluation of project 2. Copy of most recent annual report/audited financial statement/990 3. Detailed description of project and amount of funding requested 4. How project's results will be evaluated or measured 5. Copy of IRS Determination Letter 6. Listing of board of directors, trustees, officers and other key people and their affiliations 7. Brief history of organization and description of its mission 8. Statement of problem project will address 9. Qualifications of key personnel 10. How project will be sustained once grantmaker support is completed 11. Listing of additional sources and amount of support 12. Copy of current year's organizational budget and/or project budget
Initial Approach: Letter of inquiry Copies of proposal: 1 Board meeting date(s): Feb., May or June, Aug., and Nov. Deadline(s): Feb. 1, May 1, Aug. 1 and Nov. 1 Final notification: 3 to 5 months Additional information: Inquiry letter should describe the applicant's organization and intended project. If the foundation determines the project to be within its current program interest, the applicant will be invited to submit a formal proposal GIVING LIMIT AT IONS Giving primarily in Milwaukee, WI; giving also on a national and international basis. No support for strictly denominational projects. No grants to individuals (except for Bradley Prizes), or for endowment funds.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $905,288,000 $37,052,800 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $45,835,800 Qualifying Distributions: $37,052,800
Giving Activities include: $37,052,800 for grants
Who's Who See who can introduce you to someone at The Lynde and Harry Bradley Foundation, Inc.
Officers and Directors (23) Staff (19) Patrick J. Eng lish Vice-Chair. and Director Michael E. Hartmann Dir., Research and Eval. Richard W. Graber C.E.O., Pres., and Director Renee L. Krebs Mg r., I.T. James Arthur Pope Chair. and Director Janet F. Riordan Dir., Community Prog. Richard W. Graber C.E.O., Pres., and Director William J. Berg eron Librarian R. Michael Lempke V.P., Investments Alicia L. Manning Sr. Prog. Dir. Mandy L. Hess Cont. Dianne J. Sehler Dir., Academic, International and Cult. Prog. Terri L. Famer V.P., Events Jennifer L. Charles Dir., H.R. and Admin. Robert E. Norton, II V.P., Donor Relations Marion E. Dow-Vass Grants Admin. Daniel P. Schmidt V.P., Prog s. Ingrid A. Gregg Sr. Prog. Dir. Cleta Mitchell Secy. and Director Jason S. Crye Prog. Off. Terry Considine William J. Berg eron Librarian Robert P. George Dionne M. King Prog. Mgr. Diane M. Hendricks Jamie L. Freier Prog. Asst. Thomas L. Smallwood Gabriel Cong er Dir., External Relations Shelby Steele Benjamin M. Hannermann Mgr., Marketing and Comms. Georg e F. Will Kala J. Hill Mgr., External Relations Opers. James T. Barry, III Lara M. Davis Sr. Accountant Curt S. Culver Tierney P. Karmine Accounting Asst.
74 Arts and Culture Funding Source Report Victor Davis Hanson Jamie L. Freier Prog. Asst. Jessica F. Dean V.P., External Rels. Reid Ribble Donors (7) Stephen Langlois V.P., Finance, Technology, and Opers. and Treas. Note: If a donor is deceased, the symbol (‡) follows the name. Carl Helstrom V.P., Prog s. Margaret Loock Trust Allen-Bradley Co. Michael Keiser Mrs. Michael Keiser Harry L. Bradley‡ Caroline D. Bradley‡ Margaret B. Bradley‡
T he Lynde and Harry Bradley Foundation, Inc. Independent foundation
EIN 396037928 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1147770388 1241 N. Franklin Pl. Contact: Daniel P. Schmidt, V.P., Progs. PUBLICATIONS Milwaukee, WI United States 53202-2901 Telephone: (414) 291-9915 Application guidelines ADDITIONAL LOCATION INFORMATION Fax: (414) 291-9991 Annual report County: Milwaukee URL: www.bradleyfdn.org Grants list Metropolitan area: Milwaukee-Waukesha-West Occasional report (including application Allis, WI guidelines) Congressional district: Wisconsin District 04
Arts and Culture Funding Source Report 75 The Shubert Foundation Inc New York City, NY, United States | www.shubertfoundation.org | (212) 944-3777
The Shubert Foundation Inc Most Recent 5 Years At A Glance They've funded 2,401 grants to 644 organizations totaling $127,245,000
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
1500 Arts and cul…
Educatio n 1000 Public affairs
Co mmunity…
Informatio… 500 Human ser…
Human rights Number of Grants 0 S po rts and … Public safety
Health 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $100M $200…
Giving Amount Grant Amount
Funding Interests SUBJECT S Arts and culture, Arts services, Communication media, Dance, Economic development, Education, Elementary and secondary education, Higher education, Historical activities, Human services, Museums, Performing arts, Performing arts education, Theater
GEOGRAPHIC FOCUS National, New York, California
POPULATION Children and youth GROUPS SUPPORT General support STRATEGIES
About Purpose and Activities To build and perpetuate the live performing arts, particularly the professional theater, in the United States. Emphasis is on theater and a secondary focus on dance. Support for theatrical org anizations with demonstrated artistic and administrative track records, and arts-related institutions necessary to maintain and support the theater. The foundation also operates a theatrical archive. Grants almost always made exclusively for general operating funds.
Backg round Incorporated in 1945 in DE as the Sam S. Shubert Foundation; current name adopted in 1971 - Founded by the late Jacob J. and Levi "Lee" Shubert, Polish-born American brothers who, with a younger brother Sam, established the largest theater empire in the 20th century. In 1970, the foundation's assets were doubled by amounts received through the estate of Lee Shubert, who died in 1953. As the principal beneficiary of the estate of J.J. Shubert, in 1972 the foundation received the shares of the various companies controlled by the Shuberts. The Shubert Foundation, Inc., is the sole shareholder of the Shubert Organization, Inc., which owns and operates numerous theaters across the U.S.
Prog ram Areas (5) Arts-Related Org aniz ations Organizations that help support the development of theatre and dance are eligible for funding. Grants to these organizations are based principally on an assessment of their work, as demonstrated by past and current performance. Impact, administrative strength and fiscal stability are factored into each evaluation.
Dance The foundation views dance as a critical art form related to and supportive of the theater. Grant applications from dance companies will be accorded consideration using the same criteria as theaters.
Educ ation A limited number of grants is made to graduate drama departments of private universities. These departments are evaluated principally in terms of their demonstrated ability to train and develop theater artists.
Schubert Archive
76 Arts and Culture Funding Source Report The foundation began to organize the documents of the Shubert brothers' theatrical activities. The collection contains more than a century's worth of production, designs, scripts, sheet music, publicity materials, photographs, correspondence, business records and architectural plans. Scholars interested in using the collection should contact Maryann Chach, Dir., Shubert Archive, for the necessary application materials. Visit URL: http://www.shubertarchive.org for more information or E-mail: [email protected].
Theater Not-for-profit, professional theatres in the United States are the primary recipients of Shubert Foundation general operating support grants. Theatres are evaluated individually and with appropriate allowance for size and resources. The standard for awarding these grants is based on an assessment of each organization's operation and its contribution to the field. Artistic achievement, administrative strength and fiscal stability are factored into each evaluation, as is the company's development of new work and other significant contributions to the field of professional theatre in the US.
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 The foundation does not acknowledge receipt of proposals. Interviews with applicants are granted by appointment. Unaudited financial statements are not accepted. Grant requests must be submitted on the foundation's current application form. Application form is available on foundation web site. Aug.-Dec. E- mailed applications will not be accepted. Review web site for additional application requirements for each program area Application form required. Applicants should submit the following : 1. Copy of IRS Determination Letter 2. Copy of most recent annual report/audited financial statement/990
Initial Approach: Letter or telephone Copies of proposal: 2 Deadline(s): Dance, Arts-related, and Education: Oct. 15; Theater: Dec. 1 Final notification: Late May GIVING LIMIT AT IONS Giving limited to the U.S. No grants to individuals, or for capital or endowment funds, conduit organizations, renovation projects, media (TV, radio or film), audience development, direct subsidy of reduced-price admissions, no loans.
Financials FOR FISCAL YEAR ENDED 2018-05-31 $756,525,109 $30,000,000 Gifts Received: $134,602 TOTAL ASSETS T OT AL GIVING Expenditures: $35,376,573 Qualifying Distributions: $32,145,854
Giving Activities include: $30,000,000 for grants
Who's Who See who can introduce you to someone at The Shubert Foundation Inc
Officers (11) Staff (5) MICHAEL SOVERN PRESIDENT AMY WINE-DORFMAN PROGRAM DIRECTOR LEE J. SEIDLER DIRECTOR MARYANN CHACH ARCHIVIST STUART SUBOTNICK DIRECTOR MARK SWART Z ARCHIVIST WYCHE FOWLER, Jr. DIRECTOR SYLVIA WANG ARCHIVIST DIANA PHILLIPS DIRECTOR REBECCA HEWIT T PROGRAM ASSOCIATE PHILIP J. SMIT H CHAIRMAN ROBERT E. WANKEL VICE PRESIDENT Donors (1) ELLIOT H. GREENE TREASURER Note: If a donor is deceased, the symbol (‡) follows the name. VICKI REISS ASSISTANT SECRETARY/EXECUTIVE DIR TRUST U/W/O LEE SHUBERT, FBO SHUBERT FDN GILBERT HOOVER, IV SECRETARY JUAN CALVO ASSISTANT TREASURER
T he Shubert Foundation Inc Independent foundation
EIN 136106961 LOCATION CONTACT INFORMATION BRIDGE NUMBER 3261376491 234 W 44th St Telephone: (212) 944-3777 PUBLICATIONS New York City, NY United States 10036 Fax: (212) 944-3767 Annual report (including application guidelines) ADDITIONAL LOCATION INFORMATION URL: www.shubertfoundation.org County: New York
Arts and Culture Funding Source Report 77 Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12
78 Arts and Culture Funding Source Report The Shumaker Family Foundation Prairie Village, KS, United States | www.shumakerfamilyfoundation.org | (913) 432-1772 | [email protected]
Funding Interests SUBJECT S Abuse prevention, Arts and culture, Domestic violence, Domesticated animals, Early childhood education, Education, Educational management, Elementary and secondary education, Engineering, Environment, Family services, Graduate and professional education, Human rights, Human services, Interfaith, International peace and security, Legal services, Natural resources, Research on animals, Science, Shelter and residential care, Wildlife biodiversity, Youth development
GEOGRAPHIC FOCUS National, Missouri, Kansas, Uganda
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students, Victims and oppressed GROUPS people, Victims of crime and abuse SUPPORT Capital campaigns, Curriculum development, General support, Leadership and professional development, Program STRATEGIES evaluations, Program support, Public engagement and education
About Purpose and Activities The foundation exists to promote social justice, environmental justice, and education. Within social justice, the foundation emphasizes domestic violence prevention and the development of leadership among inner-city youth. Within environmental justice, the foundation supports projects that promote animal rights, animal welfare, and that address global warming. Within education, the foundation favors projects that show the fascination and potentiality of math, physical science, engineering, and the arts to children who otherwise might not receive such exposure. The foundation also funds projects that address the education of children 0–3 years of age. The foundation prefers innovative projects led by people and organizations with a history of successful innovation; projects that connect 2 or more of foundation funding areas; and projects that can demonstrate significant outcomes within 3 years .
Backg round Established in 2005 in KS
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 Application form available on foundation web site. Requests for $10,000 or less need only a letter description plus the required documentation Application form required. Applicants should submit the following : 1. Detailed description of project and amount of funding requested 2. Listing of additional sources and amount of support 3. Copy of current year's organizational budget and/or project budget 4. How project's results will be evaluated or measured
Initial Approach: Letter, telephone or e-mail inquiry to ensure applicant's request fits the foundation's criteria Copies of proposal: 1 Board meeting date(s): Feb., Apr., July and Nov. Deadline(s): Mar. 15 for Spirituality and Environmental Justice; July 15 for Social Justice and Education Final notification: Within 6 weeks of decision Applications accepted in the following lang uag e(s): German; Portuguese; Spanish Additional information: Budget narrative is required GIVING LIMIT AT IONS Giving primarily in the greater bi-state Kansas City area; national and international giving for environmental and animal rights. No support for non 501(c)3 organizations, or for churches, or organizations that discriminate or promote violence (including to the environment). In general, no support for schools, except for select organizations. No grants to individuals, or for bricks and mortar, annual campaigns, capital campaigns or for special events.
Financials FOR FISCAL YEAR ENDED 2018-12-31 $16,620,230 $800,430 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $1,034,249
Arts and Culture Funding Source Report 79 Qualifying Distributions: $921,343
Giving Activities include: $800,430 for grants
Who's Who See who can introduce you to someone at The Shumaker Family Foundation
Officers (6) Donors (2) Dianne C Shumaker Trus tee Note: If a donor is deceased, the symbol (‡) follows the name. Eric A Shumaker Managing Trustee Paul K. Shumaker‡ Megan I Shumaker Managing Trustee Dianne C. Shumaker Gregory Glore Trus tee Laura Sloan Executive Director Bonny Jo Wheeler Trus tee
T he Shumaker Family Foundation Family foundation
EIN 656406193 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1441298140 7301 Mission Road Suite 144 Telephone: (913) 432-1772 PUBLICATIONS Prairie Village, KS United States 66208 E-mail: Application guidelines ADDITIONAL LOCATION INFORMATION ShumakerFamilyFoundation@g mail.com Grants list County: Johnson URL: www.shumakerfamilyfoundation.org Metropolitan area: Kansas City, MO-KS ADDITIONAL CONTACT INFORMATION Congressional district: Kansas District 03 Tel./fax: (913) 764-1772
80 Arts and Culture Funding Source Report W. M. Keck Foundation
Los Ang eles, CA, United States | www.wmkeck.org | 2136122000 | [email protected]
Funding Interests SUBJECT S Arts and culture, Biochemistry, Biology, Child welfare, Computer science, Diseases and conditions, Education, Elementary and secondary education, Elementary education, Engineering, Family services, Genetic research, Graduate and professional education, Health, Health care administration and financing, Higher education, Hospice care, Human services, In-patient medical care, Legal services, Marine science, Mathematics, Medical specialties, Mental health care, Out-patient medical care, Physical and earth sciences, Science, Secondary education, Shelter and residential care, Technology, University education
GEOGRAPHIC FOCUS National, California, Jordan, New Zealand, United Kingdom
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Building and renovations, Capital campaigns, Curriculum development, Equipment, Individual development, Program support, STRATEGIES Research, Research and evaluation TRANSACTION TYPES Employee matching gifts, Matching grants
About Purpose and Activities The foundation continues to adhere to the directions and guidelines established by its founder, using an interdisciplinary/cross-program or thematic funding approach. The foundation has designated the following specific areas of funding: Early Learning Program, Science and Engineering Program, Liberal Arts Program, Medical Research Program, and the Southern CA Program. Concentration is placed on strengthening studies and programs in accredited colleges and universities, medical schools, and major independent medical research institutions in the areas of earth science, engineering, medical research, and to some extent, other sciences, and the liberal arts. Some consideration, limited to southern CA, is given to organizations in the categories of arts and culture, civic and community affairs, health care, precollegiate education, and early learning.
Backg round Established in 1954 and incorporated in 1959 in DE - Founded in the name of the late William M. Keck, who was founder and former board chairman of The Superior Oil Co., considered traditionally to have been one of the nation's most successful independent producers of oil and natural gas. At the time of his death, the value of Mr. Keck's estate, in cash combined with nearly 107,000 shares of Superior stock, was estimated to exceed $180 million. Fifty thousand shares were bequeathed to the foundation.
Prog ram Areas (5) Employee Matching Gifts The foundation matches the monetary gifts of its officers and directors to charitable organizations.
Medical Research The program focuses on innovative, basic biomedical research primarily in the areas of neuroscience, immunology, genetics, proteomics, and computational biology. It does not provide support for clinical trials or for disease-specific research. Support for research in hospitals is not currently a focus of this foundation. Grants may be made for equipment, renovations, fellowships, or to otherwise support the research project. For information about this program, e-mail: [email protected].
Science and Engineering The foundation seeks to enrich research through support for equipment, facilities, fellowships, and basic research projects at the frontiers of science and engineering. For more information see the foundation's web site or e-mail: [email protected].
Southern California Grant Program The program supports organizations located in, and providing direct services to, communities in Southern California in the areas of arts and culture, civic and community services, health care, and precollegiate education. For more information, see the foundation's web site or e-mail: [email protected].
Undergraduate Education The program supports exceptional projects in all of the liberal arts primarily at private, predominately undergraduate institutions. Past grants have focused on incorporating new instructional technologies into the liberal arts curriculum, and at projects in one or more of the humanities, arts, or social sciences. The foundation seeks to: 1) Foster new levels of student engagement and understanding, especially through active learning and collaborative curriculum development; 2) Expand interdisciplinary activities in balance with needs of each discipline; 3) Incorporate research activities into the curriculum and raise the bar of expectations regarding publications and presentations by undergraduates; 4) Enhance science and technology literacy for students in all disciplines; and 5) Develop new ways to stimulate critical thinking and other core competencies of a liberal arts education including early learning. For more information see the foundation's web site or e-mail: [email protected].
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.
Arts and Culture Funding Source Report 81 Applications/RFPs Unsolicited proposals are not accepted at any time. Proposals received after the deadlines will not be considered. Phase 1: Application available on foundation's web site. Only those organizations invited upon review may submit proposals. Application form required. Applicants should submit the following : 1. Additional materials/documentation 2. Brief history of organization and description of its mission 3. Signature and title of chief executive officer 4. Timetable for implementation and evaluation of project 5. Copy of most recent annual report/audited financial statement/990 6. Copy of IRS Determination Letter 7. Detailed description of project and amount of funding requested 8. Copy of current year's organizational budget and/or project budget 9. Listing of board of directors, trustees, officers and other key people and their affiliations 10. Descriptive literature about organization 11. Explanation of why grantmaker is considered an appropriate donor for project 12. How project's results will be evaluated or measured
Initial Approach: Phase 1: Application Copies of proposal: 1 Board meeting date(s): June and Dec. Deadline(s): Applications due May 1 (for Dec. grant cycle) and Nov. 1 (for June grant cycle); Invited proposals due Aug. 15 (for Dec. board meeting) and Feb. 15 (for June board meeting) Final notification: June and Dec. Additional information: In addition, organizations located in California must show documentary evidence from the State of California Tax Board proving exemption under Section 23701(d). Additional material will be requested if a proposal is invited
REQUESTS FOR PROPOSALS (RFPS) W.M. Keck Foundation Invites Applications for Southern California Program POSTED: 2019-07-14 DEADLINE: 2019-11-01
W.M. Keck Foundation Accepting Applications for Pioneering Research POSTED: 2019-07-07 DEADLINE: 2019-11-01
GIVING LIMIT AT IONS Giving nationally to universities, colleges, and major independent medical research institutions. Arts and culture, civic and community, health care, and precollegiate education and early learning are restricted to southern CA, mainly the greater Los Angeles area. No support for conduit organizations or to organizations that have not received permanent tax-exempt ruling determination from the federal government and state of CA (if state exemption is applicable). No grants to individuals, or for routine expenses, general endowments, deficit reduction, fundraising events, dinners, mass mailings, conferences, seminars, publications, films, theatrical productions, or public policy research.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,274,710,000 $64,655,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $80,020,000 Qualifying Distributions: $64,655,000
Giving Activities include: $64,655,000 for grants
Who's Who See who can introduce you to someone at W. M. Keck Foundation
Officers and Directors (36) Staff (15) Robert A. Day Chair. and C.E.O. and Director Melissa Gag e Prog. Coord. Matt Day, Sr. Vice-Chair. and Director Linna Hanson Prog. Off. James R. Ukropina Vice-Chair. and Director Je ff Johns ton Sr. Prog . Off. Stephanie L. Garacochea Corp. Secy. Dr. Maria C. Pelleg rini Exec. Dir., Prog s. Z. Carnes Cont. Mercedes V. Talley Prog. Dir., Science, Engineering, and Liberal Arts
82 Arts and Culture Funding Source Report Dr. Richard N. Foster Margie Antonetti Grants and Database Specialist Allison M. Keller Sr. V.P., C.F.O., and Exec. Dir. Dorothy Fleisher Prog. Dir., Southern California Joseph Deegan-Day V.P. and Director Betty Liu, Ph.D Sr. Prog . Off. Lucinda Day Fournier V.P. and Director Leeron London Prog. Coord. Stephen M. Keck V.P. and Director Anneli Stone Sr. Prog . Off. James A. Baker, III Matesha Varma Prog. Dir., Science, Engineering, and Liberal Arts Peter K. Barker Susana Kwan Reporting Specialist and Prog. Coord. Dr. William R. Brody Juanita Martinez Opers. Asst. John E. Bryson Thomas Rieker, Ph.D Sr. Prog. Dir. Jerry Carlton Athanassios Sambanis, Ph.D Sr. Prog. Dir. Dr. James S. Economou T homas E. Eve rhart Donors (1) Bradford Freeman Note: If a donor is deceased, the symbol (‡) follows the name. Maria Hummer- T uttle William M. Keck‡ Vernon E. Jordan, Jr. Howard B. Keck, Jr. Theodore J. Keck W.M. Ke c k, III Ke nt Kre s a Sherry Lansing James Paul Lower Ke rry K. Mott Nelson Rising Dr. Edward C. Stone, Jr. Brian A. Finch Stephen M. Keck Theodore J. Keck W.M. Ke c k, III Sean Vaughan Elizabeth M. Vaughan C. Ben Vaughan
W. M. Keck Foundation Family foundation
EIN 956092354 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7300089891 550 S. Hope St., Ste. 2500 Contact: Maria Pellegrini, Exec. Dir., Progs.; PUBLICATIONS Los Angeles, CA United States 90071-2617 Matesha Varma, Sr. Prog. Dir. Annual report (including application guidelines) ADDITIONAL LOCATION INFORMATION Telephone: 2136122000 Grants list County: Los Angeles Fax: (213) 614-0934 Informational brochure (including application Metropolitan area: Los Angeles-Long Beach- E-mail: [email protected] guidelines) Anaheim, CA URL: www.wmkeck.org Program policy statement (including Congressional district: California District 34 ADDITIONAL CONTACT INFORMATION application guidelines) E-mail for Maria Pellegrini: [email protected]
MEMBERS HIPS Reg ional Associations of Grantmakers Southern California Grantmakers
Affinity Groups Health Research Alliance
Arts and Culture Funding Source Report 83 William Randolph Hearst Foundation New York City, NY, United States | www.hearstfdn.org | (212) 649-3748 | [email protected]
William Randolph Hearst Foundation Most Recent 5 Years At A Glance They've funded 1,245 grants to 935 organizations totaling $176,670,758
What Is Being Funded? Where Is T he Money Going ? How Big Are The Grants?
1000 Educatio n
Arts and cul… Health
Human ser… 500
Informatio… Co mmunity…
Science Number of Grants 0 Environment Public safety
So cial scie… 1 1K 1M 1B <$4 ,999 $10K-$25K $50K-$100K$500K-$1M $0 $50M $100M
Giving Amount Grant Amount
Funding Interests SUBJECT S Arts and culture, Arts education, Arts services, Basic and emergency aid, 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, 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, California, Texas, China, New York
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
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.
84 Arts and Culture Funding Source Report 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) No similar funders found at this time.
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
Arts and Culture Funding Source Report 85 BRIDGE NUMBER 6261033810 Hearst Twrs., 300 W. 57th St., 26th Fl. Telephone: (212) 649-3748 PUBLICATIONS New York City, NY United States 10019-3741 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: www.hearstfdn.org County: New York ADDITIONAL CONTACT INFORMATION Metropolitan area: New York-Newark-Jersey City, Address for applicants from West of the 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]
86 Arts and Culture Funding Source Report Windgate Charitable Foundation, Inc. Siloam Spring s, AR, United States | 479-524-9829 | [email protected]
Funding Interests SUBJECT S Arts and culture, Arts education, Arts services, Child welfare, Education, Elementary and secondary education, Family services, Folk arts, Foundations, Graduate and professional education, Health care access, Higher education, Museums, University education, Visual arts
GEOGRAPHIC FOCUS National, California, Texas, Haiti, Slovakia, Arkansas, North Carolina, Dominican Republic, Rwanda, Russia, Ukraine, Canada
POPULATION Academics, Children and youth, Students GROUPS SUPPORT General support, Program support STRATEGIES TRANSACTION TYPES Matching grants
About Purpose and Activities Giving primarily to promote art and craft education, and projects that strengthen marriage and family relationships. Limited giving also to programs that serve children and Christian higher education.
Backg round Established in 1993 in AR
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 Application form not required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Listing of board of directors, trustees, officers and other key people and their affiliations 3. Copy of IRS Determination Letter 4. Brief history of organization and description of its mission 5. Copy of most recent annual report/audited financial statement/990 6. Detailed description of project and amount of funding requested
Initial Approach: 2-page letter Copies of proposal: 1 Board meeting date(s): Varies Deadline(s): Mar. 1, July 1 and Oct. 1 Final notification: 3 to 4 months GIVING LIMIT AT IONS Giving on a national basis with emphasis on the Midwest and Southwest. No support for private religious schools or churches. No grants to individuals, or for undesignated annual funds, debt retirement, completed projects, or group travel for performance or competition.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $357,657,321 $83,912,007 Gifts Received: $81,445,000 TOTAL ASSETS T OT AL GIVING Expenditures: $84,805,445 Qualifying Distributions: $192,824,828
Giving Activities include: $83,912,007 for grants
Who's Who
Arts and Culture Funding Source Report 87 See who can introduce you to someone at Windgate Charitable Foundation, Inc.
Officers (3) Donors (1) KAREN HUT CHESON DIRECTOR Note: If a donor is deceased, the symbol (‡) follows the name. ROBYN HORN DIRECTOR WILLIAM L. & MARY E. HUTCHESON RICHARD HUTCHESON DIRECTOR
Windg ate Charitable Foundation, Inc. Family foundation
EIN 710723781 LOCATION CONTACT INFORMATION BRIDGE NUMBER 8587581970 P.O. Box 826 Telephone: 479-524-9829 PUBLICATIONS Siloam Springs, AR United States 72761-0826 Fax: (479) 524-3550 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Prog ram policy statement County: Benton Metropolitan area: Fayetteville-Springdale- Rog ers , AR-MO Congressional district: Arkansas District 03
88 Arts and Culture Funding Source Report Arts and Culture Funding Source Report 89