Mentoring Program Funding Source Report 1 TABLE OF CONTENTS
American Honda Foundation ...... 1 Barr Foundation ...... 3 Charles Stewart Mott Foundation ...... 6 Conrad N. Hilton Foundation ...... 10 Dr. Scholl Foundation ...... 13 Ewing Marion Kauffman Foundation ...... 15 Ford Foundation ...... 18 Frank M. Ewing Foundation ...... 24 Fred C. and Katherine B. Anderson Foundation ...... 26 Hill-Snowden Foundation ...... 28 John F. and Mary A. Geisse Foundation ...... 30 Kalliopeia Foundation ...... 32 Karisma Foundation ...... 34 Lumina Foundation ...... 36 Metlife Foundation ...... 38 Michael & Susan Dell Foundation ...... 41 Moriah Fund ...... 45 Robertson Foundation ...... 48 Swanee Hunt Family Foundation ...... 50 Target Foundation ...... 52 The Chatlos Foundation , Inc ...... 54 The Hearst Foundation ...... 56 The Kresge Foundation ...... 58 The Lynde and Harry Bradley Foundation ...... 62 The Northrop Grumman Foundation ...... 65 The Robert Wood Johnson Foundation ...... 67 The Stephen A. and Diana L. Goldberg Foundation ...... 72 Toyota USA Foundation ...... 74 Verizon Foundation ...... 76 W.K. Kellogg Foundation ...... 79
2 Mentoring Program Funding Source Report American Honda Foundation
T orrance, CA, United States | corporate.honda.com/america/philanthropy.aspx... | 3107814090 | [email protected]
Funding Interests SUBJECT S Economic development, Education, Education services, Elementary and secondary education, Engineering, Environment, Equal opportunity in education, Family services, Graduate and professional education, Higher education, Human services, Job training, Mathematics, Museums, Natural resources, Nonprofits, Physical and earth sciences, Reading promotion, Science, Technology, Vocational education, Youth development
GEOGRAPHIC FOCUS National, California, Liberia, Mexico, District of Columbia, New York TABLE OF CONTENTS POPULATION Academics, Adolescents, Children and youth, Ethnic and racial groups, Students GROUPS
American Honda Foundation ...... 1 SUPPORT Continuing support, Curriculum development, General support, Program support, Scholarships, Seed money STRATEGIES Barr Foundation ...... 3 TRANSACTION TYPES Matching grants Charles Stewart Mott Foundation ...... 6 Conrad N. Hilton Foundation ...... 10 Related Organizations Dr. Scholl Foundation ...... 13 Affiliated Company: American Honda Motor Co., Inc. Ewing Marion Kauffman Foundation ...... 15
Ford Foundation ...... 18 About Frank M. Ewing Foundation ...... 24 Purpose and Activities Fred C. and Katherine B. Anderson Foundation ...... 26 The foundation supports programs designed to promote youth education. Special emphasis is directed toward science, technology, engineering, Hill-Snowden Foundation ...... 28 mathematics, the environment, job training, and literacy. John F. and Mary A. Geisse Foundation ...... 30 Backg round Kalliopeia Foundation ...... 32 Established in 1984 in CA Karisma Foundation ...... 34 Other Funders to Consider Lumina Foundation ...... 36 Based on similar patterns of giving (subject area, geographic area served and grant amounts) Metlife Foundation ...... 38 Toyota USA Foundation Torrance, CA - Education, Mental Health/Cris is Services, Environment, Community Development, Recreation Shelby Cullom Davis Charitable Fund Wilming ton, DE - Michael & Susan Dell Foundation ...... 41 Education, Environment, Arts and Culture, International/Foreig n Affairs, Philanthropy/Voluntaris m Moriah Fund ...... 45 University of Phoenix Foundation Phoenix, AZ - Education, Recreation, Community Development, Environment, Agriculture/Food Robertson Foundation ...... 48 The Jain Foundation, Inc. Seattle, WA - Education, Health, Mental Health/Cris is Services The Thoresen Foundation Canton, GA - Education, Community Development, Arts and Culture, Environment, Health Swanee Hunt Family Foundation ...... 50 Arnold and Mabel Beckman Foundation Irvine, CA - Education, Mental Health/Cris is Services, Health, Community Development, Environment Target Foundation ...... 52 The Chatlos Foundation , Inc ...... 54 Applications/RFPs The Hearst Foundation ...... 56 Grants range from $20,000 to $75,000. No faxed applications are accepted. Support is limited to 1 contribution per organization during any given year. A site visit may be requested The Kresge Foundation ...... 58 Application form required. The Lynde and Harry Bradley Foundation ...... 62 Applicants should submit the following : The Northrop Grumman Foundation ...... 65 1. Additional materials/documentation The Robert Wood Johnson Foundation ...... 67 2. Listing of additional sources and amount of support 3. Copy of current year's organizational budget and/or project budget The Stephen A. and Diana L. Goldberg Foundation ...... 72 4. Listing of board of directors, trustees, officers and other key people and their affiliations 5. Descriptive literature about organization Toyota USA Foundation ...... 74 6. Copy of IRS Determination Letter Verizon Foundation ...... 76 7. Brief history of organization and description of its mission 8. Copy of most recent annual report/audited financial statement/990 W.K. Kellogg Foundation ...... 79 9. Detailed description of project and amount of funding requested
Initial Approach: Complete online eligibility quiz and application form Board meeting date(s): Jan., Apr., July, and Oct. Deadline(s): Feb. 1, May 1, Aug. 1, and Nov. 1 Final notification: May 1, Aug. 1., Nov. 1. and Feb. 1
Mentoring Program Funding Source Report 1 Additional information: Organizations with a gross revenue of $500,000 or more must have two years of audited financial statements examined by an independent CPA for the purpose of expressing an opinion. Organizations with a gross revenue of less than $500,000 that do not have audits, are welcome to submit two years of financial statements accompanied by an independent CPA’s review report instead GIVING LIMIT AT IONS Giving on a national basis with some emphasis on CA. No support for private foundations, for-profit organizations, churches, religious groups, or sectarian organizations, arts and culture organizations, health and welfare, disaster relief, legislative organizations, political organizations or candidates, advocacy, veterans’ or fraternal organizations, or labor groups. No grants to individuals, or for scholarships, operating funds for hospitals, medical or educational research, research papers, fundraising, dinners, parties, receptions, auction charity balls, or 5k walks or runs, sponsorships, advertising, building funds or capital campaigns, endowments, corporate memberships, conferences or seminars, service club activities, youth recreational activities or playground equipment, student foreign exchange programs, trips or tours, or beauty or talent contests; no vehicle or product donations; no loans for small businesses.
Financials FOR FISCAL YEAR ENDED 2019-03-31 $32,170,650 $1,220,590 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $2,502,251 Qualifying Distributions: $2,059,464
Giving Activities include: $1,220,590 for grants
Who's Who See who can introduce you to someone at American Honda Foundation
Officers (10) Staff (2) Ric h Ric hards on President Donna Hammond Sr Program Officer Tetsuya Tsutsui Vice President Nichole Whitley Program Officer Steven Center Secretary, Treasurer Carlos Cruz-Aedo Board Member Donors (1) Cherie Thorp Board Member Note: If a donor is deceased, the symbol (‡) follows the name. Matthew Weitzer Board Member American Honda Motor Co Inc Rhonda Cotton Board Member Charles Franklin Board Member Tamara Sunblad Board Member Kim Smalley Resigned 03, 01, 2019
American Honda Foundation Company-sponsored foundation
EIN 953924667 LOCATION CONTACT INFORMATION BRIDGE NUMBER 4965762871 1919 Torrance Blvd., M.S. 100-1W-5A Telephone: 3107814090 PUBLICATIONS Torrance, CA United States 90501-2746 Fax: (310) 781-4270 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Grants list County: Los Angeles URL: Informational brochure (including application Metropolitan area: Los Angeles-Long Beach- corporate.honda.com/america/philanthropy.aspx... guidelines) Anaheim, CA Congressional district: California District 43
MEMBERS HIPS Reg ional Associations of Grantmakers Southern California Grantmakers
Affinity Groups Affinity group on Japanese Philanthropy
2 Mentoring Program Funding Source Report Barr Foundation
Boston, MA, United States | www.barrfoundation.org | (617) 854-3500 | [email protected]
Funding Interests SUBJECT S Arts and culture, Arts services, Business and industry, Climate change, Community and economic development, Community improvement, Economic development, Education, Education services, Elementary and secondary education, Environment, Foundations, Higher education, Land resources, Museums, Natural resources, Nonprofits, Out-of-school learning, Performing arts, Philanthropy
GEOGRAPHIC FOCUS National, Massachusetts, Rhode Island, Maine, Vermont, New Hampshire, Connecticut, Canada, India, Haiti, Kenya, Uganda, Ethiopia
POPULATION Academics, Adolescents, Children, Children and youth, Economically disadvantaged people, Ethnic and racial groups, Low- GROUPS income people, Students, Young adults SUPPORT Annual campaigns, Building and renovations, Capital campaigns, Convening, Emergency funds, Endowments, Fellowships, STRATEGIES General support, Land acquisitions, Leadership and professional development, Program evaluations, Program support, Research, System and operational improvements, Technical assistance
TRANSACTION TYPES Cash grants, Matching grants
About Purpose and Activities The Barr Foundation’s mission is to invest in human, natural, and creative potential, serving as thoughtful stewards and catalysts. Based in Boston, Barr focuses regionally, and selectively engages nationally, working in partnership with nonprofits, foundations, the public sector, and civic and business leaders to elevate the arts and creative expression, to advance solutions for climate change, and to connect all students to success in high school and beyond. Founded in 1997, Barr now has assets of $1.7 billion, and has contributed more than $838 million to charitable causes since being founded.
Backg round Established in 1987 in MA - Founded by Amos B. Hostetter, Jr., a cable television pioneer and the founder of Continental Cablevision, which was acquired by MediaOne and is now a subsidiary of Comcast. He is currently the chairman of Pilot House Associates, LLC, a family investment office.
Prog ram Areas (6) Arts and Creativity Elevating the arts and enabling creative expression to engage and inspire a dynamic, thriving Massachusetts. Great art transforms the way we engage with the world. It brings beauty into our lives. Through creativity we can transcend conventions and generate new ideas, alternatives, and possibilities. Arts and creativity have the power to connect us with each other, to help us understand our dynamic environment, and to imagine new, better, different futures. Against a backdrop of rapidly changing demographics, technological advancements, and evolving art forms, Barr’s Arts & Creativity program seeks to invest in bold ideas and leaders. Our overarching goal is to elevate the arts and enable creative expression to engage and inspire a dynamic, thriving Massachusetts. We will pursue this goal through three strategies: advancing the field’s capacity to adapt, take risks, and engage changing audiences in new ways; fostering opportunities to connect the arts to other disciplines and sectors; and activating public support for the arts.
Climate Climate change is real. It is happening. It is accelerating. All over the world, people are experiencing its effects. And these are becoming more devastating every year—a trend that can be checked only through dramatic, global effort. While climate change is a global challenge, cities, states, and regions have become vital agents of leadership. We believe breakthroughs and progress will continue coming from the ground up and that Barr can help catalyze and advance solutions and leadership across our region in ways that also spur broader action. On occasion, we engage in targeted national or global efforts with significant opportunities to contribute to impact. Yet our principal geographic focus is the U.S. Northeast. We focus our mitigation efforts on the two areas that produce the most greenhouse gas emissions: 1) how we generate and use energy; and 2) how we move around. In addition, we acknowledge that even with concerted efforts to mitigate the impacts of climate change, they are inevitable. Coastal cities such as Boston are particularly vulnerable. Our Climate Resilience focus area aims to increase the capacity of Metro Boston communities to prepare for and adapt to the impacts of climate change. To learn more about our Climate strategies and grantmaking priorities, explore our Clean Energy, Mobility, and Climate Resilience focus areas below.
Closing Education Opportunity Gaps The foundation's major emphases are on early education, the Boston Public School system, and out-of-school time. Its overarching education goal is to close education opportunity gaps in Boston so that public school achievement is no longer predicted by demographics or address. .
Cross-Prog ram Initiatives As a complement to our core programs of Arts & Creativity, Climate, and Education, Barr supports a range of activities to reinforce the strategies guiding that work and to deepen our commitment to the region. Cross-Program Initiatives focuses on three broad goals: 1. Invest in leaders. 2. Inform sound decision- making. 3. Support infrastructure for the nonprofit and philanthropic sectors. .
Educ ation New England’s secondary schools have done a good job for many students, but we can do a great job for all. Too many New England students need remediation in college despite receiving a high school diploma. Others find it hard to connect to meaningful post-graduation opportunities. Schools must change because the world students live in has changed and so have the knowledge and skills necessary for success in life. The Barr Foundation partners with others to rethink secondary education and build a variety of new school models that fit the needs and strengths of their own community to bring greater
Mentoring Program Funding Source Report 3 success to all students. Rather than focus on one approach, we encourage many that are intentionally designed to engage students through their interests and empower them with content knowledge, successful habits, creative know-how, and navigation abilities—the integrated knowledge and skills all young people need to connect with success in college, career, and community.
Mitig ating Climate Chang e To demonstrate how to meet aggressive targets for reducing greenhouse gas emissions (and to do so equitably), Barr invests in large-scale efforts to help cities and towns make their buildings more energy efficient. It also supports work to improve the links between where people live, work, learn and play, and to make all forms of transportation – driving, biking, walking, public transit – safer and more affordable, accessible, and efficient. In this work, its primary focus is the Commonwealth’s metro areas. However, given the global nature of this challenge, and the diversity of cities and towns exhibiting real leadership, it also invests in select statewide, regional, and national efforts.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Herman and Frieda L. Miller Foundation Boston, MA - Recreation, Community Development, Agriculture/Food, Civil/Human Rights, Arts and Culture Lloyd G. Balfour Foundation Boston, MA - Education, Community Development, Arts and Culture, Health, Recreation Parker Family Foundation Penning ton, NJ - Arts and Culture, Education, Community Development, Civil/Human Rights, Health Linde Family Foundation Boston, MA - Education, Community Development, Arts and Culture, Health, Animals/Wildlife John & Cynthia Reed Foundation Chicag o, IL - Arts and Culture, Education, Recreation, Mental Health/Cris is Services, Health Organizations North Central Massachusetts Community Foundation, Inc. Fitchburg , MA - Community Development, Animals/Wildlife, Education, Health, Arts and Culture
Applications/RFPs After completing an online inquiry form, staff review and follow up with only selected submissions. Grant applications are by invitation only. Application form not required. Initial Approach: Online inquiry Board meeting date(s): Quarterly GIVING LIMIT AT IONS Giving primarily in the greater Boston, MA, area, and on an international basis in sub-Saharan Africa, Haiti and India. No grants to individuals, or for scholarships, lobbying or elective activity.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,700,000,000 $76,400,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: N/A Qualifying Distributions: N/A
Giving Activities include: $76,400,000 for grants
Who's Who See who can introduce you to someone at Barr Foundation
Officers and Trustees (6) Staff (25) Barbara W. Hostetter Chair. and Trustee Kimberly Haskins Sr. Prog . Off., Education James Canales Pres. and Trustee Stefan Lanfer Dir., Comms. Amos B. Hostetter, Jr. Ify Mora Dir., Opers. Roger Nozaki V.P. Trevor Pollack Mgr., Special Projects Dr. M. Lee Pelton Mariella Puerto Sr. Prog . Off., Climate Dr. Susan Tierney Mary Skelton Roberts Sr. Prog . Off., Climate E. San San Wong Sr. Prog. Off., Arts and Culture Leah Hamilton Dir., Education Kerri Ann Hurley Dir., Grants Mgr. Jenny Curtin Sr. Prog . Off., Education Cindy Lung Prog. Assoc., Education Mary Chalifour Project Mg r., Comms. Meredith Hatfield Prog. Off., Clean Energy Alexandra Juckno Prog . Asst., Arts and Creativity Kate Dobin Sr. Prog. Officer, Education Maryam Hamedany Prog. Asst. for Cross-Program Initiatives Lisa Jacobson Prog. Off., Mobility Emily Sidla Prog . Assoc., Climate Cecilia Hylton Comms. Assoc. Christi Craig Grants Mgr. Dr. M. Lee Pelton
4 Mentoring Program Funding Source Report Dr. Susan Tierney Samantha Alper Prog. Asst. for Education SueEllen Kroll Prog. Off., Arts and Creativity Yvonne Belanger Dir., Learning and Evaluation
Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Amos B. Hostetter, Jr. Barbara W. Hostetter
Barr Foundation Family foundation
EIN 046579815 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1159713045 TWO ATLANTIC AVENUE Contact: Kerri Ann Hurley, Grants Mgr. Boston, MA United States 02110 Telephone: (617) 854-3500 ADDITIONAL LOCATION INFORMATION Fax: (617) 854-3501 County: Suffolk E-mail: [email protected] Metropolitan area: Boston-Cambridge-Newton, URL: www.barrfoundation.org MA-NH Congressional district: Massachusetts District 08
MEMBERS HIPS Affinity Groups Boston Education Funders Grantmakers for Education Disability Funders Network Grantmakers for Effective Organizations Evaluation Roundtable Grantmakers in the Arts Funders Together to End Homelessness Inc International Human Rights Funders Group New England Blacks in Philanthropy, Inc. Peak Grantmaking, Inc. Technology Affinity Group The Funders' Network for Smart Growth and Livable Communities
Associations and Other Philanthropic Organizations Disability Funders Network International Human Rights Funders Group New England Blacks in Philanthropy, Inc.
Mentoring Program Funding Source Report 5 Charles Stewart Mott Foundation
Flint, MI, United States | www.mott.org | (810) 238-5651 | [email protected]
Funding Interests SUBJECT S Child development, Child welfare, Community and economic development, Democracy, Diversity and intergroup relations, Economic development, Education, Education services, Elementary and secondary education, Employment, Ethnic and racial minority rights, Foundations, Higher education, Human services, Leadership development, Natural resources, Nonprofits, Parent education, Philanthropy, Public policy, Rural development, Sustainable development, Urban development, Urban renewal, Voluntarism, Youth development
GEOGRAPHIC FOCUS National, International, Latin America, Russia, Eastern Europe, Ukraine, South Africa, Bosnia and Herzegovina, Canada, Michigan, Serbia
POPULATION Academics, Children and youth, Economically disadvantaged people, Ethnic and racial groups, Low-income people, Students, GROUPS Young adults SUPPORT Capacity-building and technical assistance, Conferences and exhibits, Continuing support, General support, Participatory STRATEGIES grantmaking, Policy, advocacy and systems reform, Program evaluations, Program support, Seed money, System and operational improvements, Technical assistance
TRANSACTION TYPES Employee matching gifts, Matching grants, Program-related investments
About Purpose and Activities To support efforts that promote a just, equitable and sustainable society with the primary focus on civil society, the environment, the area of Flint, MI and poverty. The foundation makes grants for a variety of purposes within these program areas including: philanthropy and voluntarism; assisting emerging civil societies in Central/Eastern Europe, Russia and South Africa; conservation of fresh water ecosystems in North America; reform of international finance and trade; improving the outcomes for children, youth and families at risk of persistent poverty; education and neighborhood and economic development. The foundation also makes grants to strengthen the capacity of local institutions in its home community of Flint, MI.
Backg round Incorporated in 1926 in MI - Founded by the late automobile industry pioneer Charles Stewart Mott. Mott was one of the original partners in the creation of General Motors Corp., and served on the board of directors until 1973. In addition, he served as the mayor of Flint, Michigan, for two non-consecutive terms
Prog ram Areas (6) Civil Society The mission of the program is to strengthen philanthropy and the nonprofit sector as vital vehicles for increasing civic engagement and improving communities and societies. The program is organized into four program areas: 1) Central/Eastern Europe and Russia; 2) South Africa; 3) United States; 4) Global Philanthropy and Nonprofit Sector. While grantmaking objectives and strategies are tailored to the specific circumstances of each geographic region in which the foundation works, two broad themes unite grantmaking within the program: to empower people and nonprofits to take collective action that promotes and defends democratic values; and to promote and develop a more robust culture of private giving for public good. Funding for unsolicited proposals is limited throughout the program. Those interested in applying for funding are strongly encouraged to submit letters of inquiry instead of a full proposal.
Environment The mission of this program is to support the efforts of an engaged citizenry working to create accountable and responsive institutions, sound public policies, and appropriate models of development that protect the diversity and integrity of selected ecosystems in North America and around the world.The program is organized into three grantmaking areas: 1) Conservation of Freshwater Ecosystems; 2) International Finance for Sustainability; and 3) Special Initiatives. Funding for unsolicited proposals is limited throughout the program. Those interested in applying for funding are strongly encouraged to submit letters of inquiry instead of a full proposal.
Exploratory and Special Projects (XSP) These grants support unusual or unique opportunities to address significant national and international problems. Under this program, including the program area for Historically Black Colleges and Universities, the foundation makes a limited number of small grants for projects falling outside its regular grantmaking programs. Proposals for XSP grants are by invitation only; unsolicited proposals are discouraged.
Flint Area The mission of this program is to foster a well-functioning, connected community that is capable of meeting the economic, social and racial challenges ahead. The program is organized into four grantmaking areas: 1) Arts, culture and education; 2) Economic revitalization; 3) Strengthening community; and 4) Special initiatives. Funding for unsolicited proposals is limited throughout the program. Those interested in applying for funding are strongly encouraged to submit letters of inquiry instead of a full proposal. .
Pathways Out of Poverty The mission of this program is to identify, test and help sustain pathways out of poverty for low-income people and communities. The foundation believes education, economic participation and community engagement are critical to moving low-income Americans toward greater prosperity. These three areas are the pillars of the foundation's programs to address poverty in the U.S. The program is organized into four grantmaking areas: 1) Improving Community Education; 2) Expanding Economic Opportunity; 3) Building Organized Communities; and 4) Special Initiatives. The first three areas enable the foundation to support efforts to nurture systemic change in the educational, economic and community systems that produce and perpetuate poverty in the U.S. The fourth
6 Mentoring Program Funding Source Report area allows the foundation to support projects that are crosscutting in nature and to explore special opportunities. The program also reflects the foundation's belief that racism contributes to, and shapes, poverty in the U.S. Thus, the foundation remains alert to opportunities to address institutional racism. Funding for unsolicited proposals is limited throughout the program. Those interested in applying for funding are strongly encouraged to submit letters of inquiry instead of a full proposal.
Program-Related Investment The foundation has made PRIs in the form of loans to and equity investments in social service and community development organizations.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Kresge Foundation Troy, MI - Recreation, Arts and Culture, Community Development, Health, Environment W. K. Kellog g Foundation Battle Creek, MI - Recreation, Community Development, Education, Health, Agriculture/Food Jim Casey Youth Opportunities Initiative, Inc. St. Louis, MO - Community Development, Employment, Civil/Human Rights, Philanthropy/Voluntaris m, Health John C. Lasko Foundation Penning ton, NJ - Human Services The Robert Wood Johnson Foundation Princeton, NJ - Health, Community Development, Education, Recreation, Employment The Susan Thompson Buffett Foundation Omaha, NE - Health, Education, Civil/Human Rights, Philanthropy/Voluntaris m, Community Development
Applications/RFPs Full proposals by invitation only Application form not required. Applicants should submit the following : 1. Copy of current year's organizational budget and/or project budget 2. Statement of problem project will address 3. Detailed description of project and amount of funding requested
Initial Approach: Online letter of inquiry Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None; grants are determined by Aug. 31 of any given year Final notification: 60-90 days GIVING LIMIT AT IONS Giving nationally and to emerging countries in Central and Eastern Europe, Russia, and South Africa. No support for religious activities or programs serving specific religious groups or denominations. Faith based organizations may submit inquiries if the project falls within the foundation's guidelines and serves a broad segment of the population. No grants to individuals or for capital development (with the exception of the Flint area and legacy institutions). Grants for research, project replication or endowments are rarely funded unless these activities grow out of work the foundation already supports. No support for local projects, except in the Flint area, unless they are part of a Mott-planned national demonstration or network of grants. Film and video projects, books, scholarships, and fellowships are rarely funded; no loans.
Financials FOR FISCAL YEAR ENDED 2016-12-31 $2,792,255,785 $117,098,923 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $147,342,021 Qualifying Distributions: $134,013,944
Giving Activities include: $117,098,923 for grants $439,950 for foundation-administered programs $731,052 for loans/program-related investments
Who's Who See who can introduce you to someone at Charles Stewart Mott Foundation
Officers and Trustees (23) Staff (39) William S. White Chair. and C.E.O. and Trustee Karen Aldridg e-Eason Fdn. Liaison Frederick S. Kirkpatrick Vice-Chair. and Trustee Nick Deychakiwsky Prog. Off., Civil Society, U.S. and Global Philanthropy and Ridg way H. White Pres. and Trustee Nonprofit Sector Jay C. Flaherty V.P. and C.I.O. Duane M. Elling Comms. Off. Neal R. Hegarty V.P., Prog s. Maggie Jaruzel-Potter Comms. Off. Kathryn A. Thomas V.P., Comms. Joseph M. Martin Prog . Off., Flint Area John Morning Trustee Emeritus Benita D. Melton Prog . Dir., Education Charlie Nelms Ann F. Richards Sr. Comms. Off. Phillip H. Peters V.P., Admin. Group and Secy.-Treas. Sandra N. Smithey Prog. Off., Environment
Mentoring Program Funding Source Report 7 Gavin T . Clabaugh V.P., Info. Svcs. Kaitlyn C. Adler Grants Admin. Doug las X. Patino Tr. Emeritus Vyacheslav Bakhim Civil Society Prog. (Russia) A. Marshall Acuff, Jr. Michael S. Birchmeier Grants Mgr. Liz abeth Ardisana Kyle Caldwell Prog. Dir., Pathways Out of Poverty Tiffany W. Love tt Vera Dakova Prog. Off., Civil Society, Central/Eastern Europe and Russia Webb F. Martin Julie M. Flynn Mg r., HR Olivia P. Maynard Mary A. Gailbreath Dir., Grants Admin. and Asst. Secy.-Treas. Maryanne Mott Gwynn Hughes Prog. Off., Pathways Out of Poverty William H. Piper Alicia Kitsuse Prog . Off., Flint Area Marise M.M. Stewart Frederick L. Kump Grants Financial Analyst and Prog. Off., Flint Area George E. Ros s Shannon Lawder Prog. Dir., Civil Society Helen Taylor Jennifer Liversedge Asst. to Pres. and Prog. Off. Doug las X. Patiño Ross Maclaren Prog. Off., Civil Society, Central/ Eastern Europe and Russia Jeremy Piper Jessica M. Martin Comm. Off. Mamo Mohapi Assoc. Prog. Off., South Africa Yazeed Moore Prog. Off., Pathways Out of Poverty Samuel B. Passmore Prog. Dir., Environment Kimberly S. Roberson Prog . Dir., Flint Area Traci Romine Prog. Off., Environment Macie Schriner Comm. Off., Online Strategies Amy C. Shannon Environment Prog. Svitlana Suprun Civil Society Prog. (Belarus, Moldova, Ukraine) Jumana Z. Vas i Prog. Off., Environment J. Walter Veirs Regional Dir., Central/Eastern Europe and Russia Sarah Murray Prog. Asst., Environment De Juan J. Woods Assoc. Prog. Off., Pathways Out of Poverty Dondre Young Prog. Asst., Environment T im Ede r Prog. Off., Environment Jeff Alexander Comms. Off., Environment Jessica M. Jone s Comms. Off., Civil Society Lorenzo M. Wakefield Prog. Off., Civil Society
Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Charles Stewart Mo tt‡
Charles Stewart Mott Foundation Independent foundation
EIN 381211227 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1213230180 503 S Saginaw St Ste 1200 Mott, Foundation Telephone: (810) 238-5651 PUBLICATIONS Building Fax: (810) 766-1753 Annual report (including application guidelines) Flint, MI United States 48502 E-mail: [email protected] Financial statement ADDITIONAL LOCATION INFORMATION URL: www.mott.org Occasional report County: Genesee Metropolitan area: Flint, MI Congressional district: Michigan District 05
MEMBERS HIPS Affinity Groups Africa Grantmakers' Affinity Group Consultative Group on Biological Diversity Asian Americans/Pacific Islanders in Philanthropy, Emerging Practitioners in Philanthropy Inc. Grantmakers for Children, Youth and Families Association for Enterprise Opportunity Grantmakers for Education Association of Black Foundation Executives, Inc. Grantmakers for Effective Organizations BoardSource Hispanics in Philanthropy Coalition for Community Schools Interfaith Funders Consortium of Foundation Libraries Native Americans in Philanthropy Neighborhood Funders Group The Funders' Network for Smart Growth and Livable Communities U.S.-Mexico Border Philanthropy Partnership Youth Transition Funders Group
Associations and Other Philanthropic Organizations
8 Mentoring Program Funding Source Report Africa Grantmakers' Affinity Group Hispanics in Philanthropy Association Of Charitable Foundations Interfaith Funders Border Philanthropy Partnership Michigan Nonprofit Association Candid NEF - Network of European Foundations Russian Donors Forum Ukrainian Philanthropists Forum Youth Transition Funders Group
Mentoring Program Funding Source Report 9 Conrad N. Hilton Foundation
Ag oura Hills, CA, United States | www.hiltonfoundation.org | (818) 851-3700 | [email protected]
Funding Interests SUBJECT S Christianity, Clean water supply, Disasters and emergency management, Diseases and conditions, Domesticated animals, Education, Elementary and secondary education, Family services, Foundations, Higher education, Homeless services, Housing development, Human services, Hygiene, In-patient medical care, International development, Mental health care, Multiple sclerosis, Nonprofits, Religion, Sanitation, Sewage utilities, Special population support, Water resources, Water utilities, Youth development
GEOGRAPHIC FOCUS National, International, Africa, Asia, Global Programs, Kenya, Tanzania, Nevada, Florida, New York, Mexico, Zambia, Haiti, Ghana, California
POPULATION Adolescents, Children, Children and youth, Economically disadvantaged people, Foster and adoptive children, Homeless GROUPS people, Infants and toddlers, Low-income people, Out-of-home youth, People with disabilities, People with HIV/AIDS, People with vision impairments, Substance abusers, Transitioning children, Victims of disaster, Young adults
SUPPORT Capital and infrastructure, Capital campaigns, Continuing support, Curriculum development, Emergency funds, Endowments, STRATEGIES Equipment, Fellowships, General support, Program evaluations, Program support, Publications, Research, Scholarships, System and operational improvements, Technical assistance
TRANSACTION TYPES Employee matching gifts, Matching grants, Program-related investments
ORGANIZAT ION Associations TYPES
About Purpose and Activities The Conrad N. Hilton Foundation supports efforts to improve the lives of disadvantaged and vulnerable people throughout the world by focusing on six strategic initiatives and five major program areas. Potential applicants should see Current Programs for more information.
Backg round Established in 1944 in NV - Conrad N. Hilton, founder of Hilton Hotels, established the Conrad N. Hilton Foundation as a philanthropic trust in 1944. In 1950, the foundation was legally established as a nonprofit corporation, separate from Hilton Hotels Corporation. Upon his death in 1979, Conrad Hilton left nearly his entire estate to the Hilton Foundation. His son, Barron Hilton, joined the foundation in 1950 and has served on the board chair ever since. Over the years, he has contributed many millions to the work of the foundation, and following his father's example, in 2007, Barron Hilton pledged to leave 97% of his estate to the foundation. Steven M. Hilton, son of Barron and grandson of Conrad, joined the foundation in 1983 and was named president in 1998; he is currently also Chair and C.E.O. of the foundation board. Other Hilton family members serve on the foundation board The grantmaker is a signatory to Philanthropy's Promise, an initiative of the National Committee for Responsive Philanthropy (NCRP). By signing on, the grantmaker has committed to allocating the majority of its grantmaking dollars to marginalized communities and at least 25 percent to social justice strategies, such as advocacy, community organizing, and civic engagement. Barron Hilton has committed to The Giving Pledge, and has pledged to give away at least half of his wealth to philanthropy.
Prog ram Areas (14) Children Affected by HIV/AIDS The foundation works to directly impact the lives of hundreds of thousands of young children affected by HIV and AIDS in high-prevalence regions by ensuring that they are better able to realize their full potential for cognitive, social, and physical development.
Confronting Sight Loss Preventing blindness and empowering those facing the challenges of visual impairment.
Conrad H. Hilton Humanitarian Priz e Following selection by an independent international jury, the Conrad N. Hilton Foundation awards the annual $2 million Humanitarian Prize to a nonprofit organization doing exemplary work to alleviate human suffering. Created in 1996, the Prize helps recognize and advance the efforts of the recipient organizations, and calls attention to the worldwide need for humanitarian aid and support.
Educating Students for Hospitality Industry Creating opportunities for the next generation of hotel and restaurant managers.
Ending Chronic Homelessness Making permanent supportive housing a reality for chronically homeless people in Los Angeles County.
Nurturing Catholic Schools Supporting Catholic schools and extending their educational benefit to more youth.
Overcoming Multiple Sclerosis Seeking a cure and improving quality of life for those who are affected by MS.
Preventing Substance Abuse
10 Mentoring Program Funding Source Report Due to youth's vulnerability and the potential lifetime consequences of substance abuse, the foundation has focused its strategy on improving substance abuse outcomes for youth age 15-22 by means of early intervention.
Program-Related Investment The foundation has made a program-related investment to help cover the costs of buying a building and establishing a permanent endowment for a leadership organization. The foundation has made PRIs in the form of low interest loans for capital projects. Historically, the Foundation has made PRIs to support micro-credit lending programs, endowments, renovations, housing development loans, and finance expenses during disasters.
Providing Safe Water Increasing sustainable access to safe water for people in severe need within developing countries.
Responding to Disasters Providing water, sanitation, and other aid to people in the aftermath of natural disasters; promoting disaster preparedness.
Supporting Catholic Sisters Enabling Sisters to advance human development more widely and effectively.
The Marilyn Hilton Award for Innovation in MS Research The goal of the award is to stimulate innovation and advance knowledge that will aid in developing treatments and cures for progressive forms of MS. The foundation is particularly interested in supporting projects that address the development of biomarkers for Progressive MS. The foundation funds the institution for whom the investigators work with grants up to four-years, totaling no more than $900,000 over the grant period. Pre-proposals must be electronically sent and must include a cover page, NIH biography, scientific narrative, and letter of support from the institution to the foundation's MS program at: [email protected]. See foundation web site for detailed information on the program and its application process.
Transition-age Youth in Foster Care Helping U.S. youth transitioning out of the foster care system to find their path to success.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Jeanne and Sanford Robertson Fund San Francis co, CA - Arts and Culture, Education, Health, Community Development, Agriculture/Food The Marc and Eva Stern Foundation Los Ang eles, CA - Arts and Culture, Education, Health, Community Development, Animals/Wildlife The Simms/Mann Family Foundation Beverly Hills, CA - Health, Arts and Culture, Community Development, Education, Human Services The Bilger Foundation Los Ang eles, CA - Education, Health, Community Development, Civil/Human Rights, Human Services Stephanie and Peter Nolan Foundation Hermos a Beach, CA - Education, Community Development, Health, Agriculture/Food, Employment Moss Foundation Beverly Hills, CA - Health, Arts and Culture, Environment, Community Development, Education
Applications/RFPs The foundation accepts requests for proposals only for the Marilyn Hilton Award for Innovation in MS Research. Full proposals are by invitation only. The foundation accepts applications primarily from its specified beneficiaries; unsolicited proposals generally not considered. If application is invited, information will be requested. Application form required. Initial Approach: Electronic submission for RFP Board meeting date(s): Quarterly GIVING LIMIT AT IONS Giving on a balanced national and international basis. No support for political organizations. No grants to individuals, or for fundraising events.
Financials FOR FISCAL YEAR ENDED 2016-12-31 $2,692,285,541 $109,524,591 Gifts Received: $15,805,205 TOTAL ASSETS T OT AL GIVING Expenditures: $147,910,340 Qualifying Distributions: $125,403,020
Giving Activities include: $109,524,591 for grants
Who's Who See who can introduce you to someone at Conrad N. Hilton Foundation
Officers and Directors (17) Staff (24) Steven M. Hilton Chair. and Director Kristin Aldana-Taday Prog. Assoc., Domestic Prog(s). Peter Laugham C.E.O. and Pres. Rose Arnold Grants Mgr. Randy Kim V.P. and C.I.O. Jeannine Balfour Sr. Prog. Off., Domestic Prog(s). Judy M. Miller V.P. and Dir., Humanitarian Prize Lis a Bohme r Sr. Prog. Off., Domestic Prog(s). Edmund J. Cain V.P., Grant Prog s.
Mentoring Program Funding Source Report 11 Patrick J. Modugno V.P., Admin. and C.F.O. Elizabeth Cheung Sr. Prog. Off., Special Prog(s). Monica Emerson Cont. Chris Dunston Sr. Prog. Off., International Prog(s). Donald H. Hubbs Dir. Emeritus Alexa Eg g leston Sr. Prog. Off., Domestic Prog(s). William H. Foeg e, M.D., M.P.H. Andrea Iloulian Prog. Off., Domestic Prog(s). James R. Galbraith T aryn Le e Dir., HR Conrad N. Hilton, III Kara Lemma, Ph.D Prog. Assoc., Catholic Sisters William B. Hilton, Jr. Tenille Metti Prog. Assoc., Domestic Prog (s). Hawley Hilton McAuliffe Mag g ie B. Miller Mgr., Hilton Humanitarian Prize Joyce Meyer Robert Miyashiro Prog. Assoc., International Prog(s). Michael O. Hilton Marc Moorghen Comms. Mg r. John L. Notter Brad Myers Sr. Prog. Off., Catholic Sisters Initiative William G. Ouchi Bill Pitkin Dir., Domestic Progs. Emily Skehan Prog. Assoc., Domestic Prog(s). Gregory Andersen Prog. Off., International Prog(s). Megan Caenepeel Grants Assoc. Shaheen Kasim-Lakha Dir., International Progs. Leah Manning Prog. Assoc., International Prog(s). Rosemarie Nassif Dir., Catholic Sisters Initiative Julia Friedman Communications Mgr. David Mascarina Digital Communications Mgr.
Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Conrad N. Hilton‡ Barron Hilton
Conrad N. Hilton Foundation Family foundation
EIN 943100217 LOCATION CONTACT INFORMATION BRIDGE NUMBER 0145710945 30440 Agoura Rd. Contact: Rose M. Arnold, Grants Mgr. PUBLICATIONS Agoura Hills, CA United States 91301-2145 Telephone: (818) 851-3700 Annual report ADDITIONAL LOCATION INFORMATION Fax: (818) 851-3791 Financial statement County: Los Angeles E-mail: Grants list Metropolitan area: Los Angeles-Long Beach- [email protected] Newsletter Anaheim, CA URL: www.hiltonfoundation.org Occasional report Congressional district: California District 33
MEMBERS HIPS Reg ional Associations of Grantmakers Southern California Grantmakers
Affinity Groups Foundations and Donors Interested in Catholic Grantmakers in Health Activities International Human Rights Funders Group Funders Together to End Homelessness Inc Mission Investors Exchange Grantmakers for Children, Youth and Families Peak Grantmaking, Inc.
Associations and Other Philanthropic Organizations Candid International Human Rights Funders Group
12 Mentoring Program Funding Source Report Dr. Scholl Foundation
Northbrook, IL, United States | www.drschollfoundation.com | (847) 559-7430
Funding Interests SUBJECT S Basic and emergency aid, Biodiversity, Diseases and conditions, Elementary and secondary education, Family services, Higher education, Human services, Performing arts, Special population support, Unknown or not classified, Youth development
GEOGRAPHIC FOCUS National, Illinois, Isle of Man, Canada, United Kingdom, Mexico, Colorado
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Continuing support, Equipment, Fellowships, Internships, Program support, Research, Scholarships STRATEGIES
About Purpose and Activities Giving primarily for educational, social services, healthcare, civic and cultural, and environmental interests.
Backg round Incorporated in 1947 in IL - Founded by the late Dr. William M. Scholl, who was a podiatrist and the founder of the foot care company Dr. Scholls. In 1904, he invented his first arch support and founded the Scholl Manufacturing Co. Today, Scholl, Inc., a division of the Merck & Co., is an international manufacturer of foot care products and footwear. The foundation has continued Dr. Scholl's generosity by contributing over $224 million since 1980 to organizations that help people help themselves.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) J. S. Frank Foundation Des Plaines , IL - Education, Arts and Culture, Community Development, Medical Research, Animals/Wildlife The Seabury Foundation Chicag o, IL - Community Development, Education, Arts and Culture, Recreation, Environment Walter S. Mander Foundation Chicag o, IL - Education, Community Development, Recreation, Health, Philanthropy/Voluntaris m Mayer and Morris Kaplan Family Foundation Hig hland Park, IL - Arts and Culture, Education, Community Development, Environment, Recreation PFK Family Foundation Chicag o, IL - Arts and Culture, Community Development, Health, Environment, Education Bill Nygren Foundation Chicag o, IL - Education, Community Development, Health, Arts and Culture, Animals/Wildlife
Applications/RFPs Applications sent by letter, telephone, fax or e-mail not accepted; only one request per organization, per year is permitted Application form 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. Qualifications of key personnel 5. Copy of most recent annual report/audited financial statement/990 6. Detailed description of project and amount of funding requested
Initial Approach: Submit an online application form via foundation's web site Copies of proposal: 1 Board meeting date(s): Feb., May, Aug., and Nov. Deadline(s): 3/1/* Final notification: Nov. Additional information: The foundation acknowledges receipt of proposals and will grant interviews with applicants at any stage in the application process. Funds authorized will be awarded during the latter part of Dec. of each year. At the conclusion of a project, the foundation requires a final accounting and final report, together with a statement as to the results achieved under the grant GIVING LIMIT AT IONS Giving primarily in the U.S., with some emphasis on the Chicago, IL area. No support for public education, political organizations, or political action committees. No grants to individuals, or for deficit financing, or unrestricted purposes, or to endowments, or capital campaigns, event sponsorship, liquidation of debt; no loans .
Mentoring Program Funding Source Report 13 Financials FOR FISCAL YEAR ENDED 2017-12-31 $183,639,439 $5,611,500 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $9,339,208 Qualifying Distributions: $7,209,011
Giving Activities include: $5,611,500 for grants
Who's Who See who can introduce you to someone at Dr. Scholl Foundation
Officers (9) Staff (3) Mary Ann Hynes DIRECTOR Janice Sobelman EXEC. ASST Daniel Mahaffee DIRECTOR Marla Fields GRANT ADMINISTR. Stephen Meer DIRECTOR Donna Dowdle IT MGR Anne Moseley DIRECTOR/VICE PRESIDENT John A Nitschke DIRECTOR/TREASURER Donors (1) Daniel Scholl DIRECTOR Note: If a donor is deceased, the symbol (‡) follows the name. Pamela Scholl BOARD CHAIRMAN/PRESIDENT William M. Scholl, MD‡ Jeanne M Scholl DIRECTOR/SECRETARY Susan Scholl DIRECTOR
Dr. Scholl Foundation Family foundation
EIN 366068724 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7120982358 1033 Skokie Blvd., Ste. 230 Telephone: (847) 559-7430 PUBLICATIONS Northbrook, IL United States 60062-4109 URL: www.drschollfoundation.com Application guidelines ADDITIONAL LOCATION INFORMATION Informational brochure County: Cook Metropolitan area: Chicago-Naperville-Elgin, IL- IN-WI Congressional district: Illinois District 10
MEMBERS HIPS Affinity Groups The Philanthropy Roundtable
14 Mentoring Program Funding Source Report Ewing Marion Kauffman Foundation Kansas City, MO, United States | www.kauffman.org | (816) 932-1000 | [email protected]
Funding Interests SUBJECT S Business promotion, Community and economic development, Economic development, Education, Elementary and secondary education, Entrepreneurship, Foundations, Higher education, Human services, Mathematics, Nonprofits, Out-of-school learning, Performing arts, Philanthropy, Public policy, Science, Youth development
GEOGRAPHIC FOCUS National, Missouri, Kansas, Dominican Republic, California, Spain, Italy, India, South Korea, China, Austria, Massachusetts, New York, District of Columbia
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Convening, Curriculum development, Emergency funds, Fellowships, General support, Policy, advocacy and systems reform, STRATEGIES Program evaluations, Program support, Research TRANSACTION TYPES Employee matching gifts, Matching grants, Program-related investments
About Purpose and Activities The foundation's mission is to help individuals attain economic independence by advancing educational achievement and entrepreneurial success, consistent with the aspirations of its founder Ewing Marion Kauffman. To fulfill the mission, the foundation: 1) Identifies opportunities where application of the foundation's people, ideas, and capital can benefit society in significant and measurable ways; 2) Develops innovative, research-based programs leading to practical, sustainable solutions that are widely accepted and implemented; 3) Treats the Kansas City region as a program incubator where feasible, in which new approaches can be tried and tested before being disseminated nationally; and 4) Partners with others to leverage its resources and capabilities while avoiding the creation of dependency.
Backg round Established in 1966 in MO - The foundation was established in the mid-1960s by Kansas City entrepreneur, baseball team owner, and philanthropist Ewing Marion Kauffman. Ewing Kauffman's personal wealth provided the asset base for the foundation during his lifetime. The foundation has an asset base of over $1.7 billion
Prog ram Areas (9) After-school and Summer Enrichment Programs Awards grants to nonprofit organizations that offer after-school and summer enrichment programs for Kansas City's underserved youth. An emphasis is placed on programs that serve students in the urban core, kindergarten through high school. These programs – offering a variety of tutoring, mentoring, and academic-enrichment activities beyond the normal school day – provide a channel of funding for projects typically considered to be outside the scope of the Foundation's work in education and entrepreneurship.
Educ ation The foundation focuses on: 1) Early Childhood Education; 2) Quality Schools; 3) Postsecondary Access and Completion; 4) Teachers and Leaders; 5) Innovation and Engagement.
Entrepreneurship The foundation works twith entrepreneurs, empower them with tools and resources, and work to break down barriers that stand in the way of starting and growing their businesses.
Ewing Marion Kauffman Prize Medal for Distinguished Research in Entrepreneurship The prize was established to inspire promising young scholars to contribute new insight into the field of entrepreneurship. The Medal, which includes a $50,000 prize, is awarded annually to one scholar under age 40 whose research has made a significant contribution to the literature in entrepreneurship.
Ewing Marion Kauffman School The Ewing Marion Kauffman School’s mission can be summed up in three words: create college graduates. Founded in 2011 by the Ewing Marion Kauffman Foundation, this free, public charter school offers a rigorous college preparatory education. Adding one fifth grade class per year, by 2018 Kauffman School will serve more than 1,100 students grades five through twelve. The Kauffman School design is based on inspiring examples of charter schools throughout the country that are helping urban students achieve at very high academic levels in preparation for success beyond high school and throughout their lives. .
Grants to Individuals Prog ram Fellowships to Ph.D. students who are completing a dissertation relating to entrepreneurship. Awards also for research in entrepreneurship.
Junior Faculty Fellowship in Entrepreneurship Research The Kauffman Foundation will award up to five Junior Faculty Fellowship grants to junior faculty members whose research has the potential to make significant contributions to the body of literature about entrepreneurship. Each fellow's university will receive a grant of $35,000 over two years to support the research activities of the fellow. Nominees must be tenured or tenure-track junior faculty members at accredited U.S. institutions of higher education who received a Ph.D. or equivalent doctoral degree.
Kauffman Fellowship
Mentoring Program Funding Source Report 15 The fellowship is a two-year program dedicated exclusively to the world of innovation investing. While working full-time at an investment organization (including venture, angel, accelerators, policy, corporate, and impact), fellows receive a structured curriculum with an individual development plan, executive coaching, facilitated mentoring, and peer learning and networking – all with a focus on giving back and on one’s responsibility as an emerging leader in the industry. Fellows are selected from two pools of candidates: those who are looking to enter the venture capital industry (who apply via the Finalist selection process), and those who are currently employed in the industry (who apply via the Affiliate selection process). Both groups complete an online application, provide professional references, and go through an interview process. Tuition for the 24-month program is $72,500, payable by the sponsoring firm at program orientation. The program receives several hundred applications each year and selects approximately 35 individuals for each class. See foundation web site for a list of some of the participating global venture firms, detailed information on the program and detailed information on each application process.
Scholarship Program: Kauffman Scholars We believe every child should receive a high-quality education, regardless of race or income. We're about what works for kids and what they need to succeed. We work with communities in Kansas City, investing in quality programs that support student success from pre-kindergarten through college. Our work aims to provide young people the education required to pursue their dreams and become successful, productive citizens in Kansas City and beyond." For KC Scholars, their goal is to serve at least 2,500 students over the course of 10 years with a total of $79 million. Ultimately, they're aiming for a 75% graduation rate among their students. Average scholarship: $5,000-$10,000 What Program Covers: Tuition or other educational expenses Degree Program: Undergraduate Degree Geographic Scope of Student: Students and professionals in the KC area Host Countries: USA Population Served: Low to middle income residents of KC area Program Model: Community participation; region-based Additional Information: 1) https://www.kauffman.org/what-we- do/education 2) http://www.kcscholars.org/wp-content/uploads/2017/11/KCS.Report1.Exec_.Summary.pdf 3)http://www.kcscholars.org/wp- content/uploads/2018/04/Key-Points-2018-Award-Recipients.pdf 4) .
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Anheuser-Busch Foundation Milwaukee, WI - Education, Animals/Wildlife, Community Development, Health, Arts and Culture William T. Kemper Charitable Trust Kansas City, MO - Arts and Culture, Education, Community Development, Safety/Dis asters, International/Foreig n Affairs The Deramus Foundation Inc. Overland Park, KS - Agriculture/Food, Education, Community Development, Health, Arts and Culture Open Society Institute New York City, NY - Civil/Human Rights, Employment, Education, Agriculture/Food, Medical Research The Isabel Foundation Flint, MI - Health, Education, Human Services, International/Foreig n Affairs, Community Development The PepsiCo Foundation, Inc. Purchas e, NY - Education, Animals/Wildlife, Community Development, Health, Recreation
Applications/RFPs To receive a copy of the foundation's Guidelines for Grantseekers brochure, visit foundation's web site or send a request via e-mail or by mail Application form not required. Applicants should submit the following : 1. Explanation of why grantmaker is considered an appropriate donor for project 2. Statement of problem project will address 3. Results expected from proposed grant 4. Timetable for implementation and evaluation of project 5. Detailed description of project and amount of funding requested
Initial Approach: Letter of inquiry, less than 3 pages Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None Final notification: As soon as possible GIVING LIMIT AT IONS Giving limited to the U.S., with emphasis on the bi-state metropolitan Kansas City area (KS/MO) for K-12 education initiatives focused on math and science. No support for international programs, political, social, fraternal, or arts organizations, and capital campaigns or construction projects. No grants for fund endowments, or for special events.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $2,430,928,764 $74,463,759 Gifts Received: $0 TOTAL ASSETS T OT AL GIVING Expenditures: $124,744,417 Qualifying Distributions: $111,260,449
Giving Activities include: $74,463,759 for grants
Who's Who See who can introduce you to someone at Ewing Marion Kauffman Foundation
Officers and Trustees (17) Staff (18)
16 Mentoring Program Funding Source Report Janice Kreamer Chair. and Trustee Jennifer Anzalone Dir., HR Wendy Guillies C.E.O. and Pres. Rebecca Haessig Dir., Education Initiatives Dane Stangler V.P., Research and Policy Gloria Jackson-Leathers Dir., Kansas City Civic Engagement Thom Ruhe V.P., Entrepreneurship Lisa Murray Dir., Investments Aaron North V.P., Education E.J. Reedy Dir., Research and Policy Kristin Bechard V.P., Finance and Admin. Corey Scholes Dir., Education Mary McLean C.I.O. Robert Strom, Ph.D Dir., Research and Policy John E. Tyler, III Genl. Counsel Wendy Torrance Dir., Entrepreneurship Jeannine Strandjord Debbie McKown Grant Coord. Julia Irene Kauffman Dominique Pahud Dir., Research and Policy Barbara Mowry Barbara Pruitt Dir., Comms. Benno C. Schmidt, Jr. William Weeks, IV Dir., Knowledge Engineering in Investments Michael Schultz Evan Absher Prog. Off., Entrepreneurship John Sherman Lara Arnold Research Coord., Entrepreneurship Michael Stolper Lynn Bainter Mg r., HR Earl Martin Phalen Katie Baker Events and Sponsorships Mgr., Comms. Hillary Beuschel Sr. Prog. Off., Entrepreneurship Loni Banka Exec. Asst., Comms. Kate Beebe Sr. Analyst, Finance
Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Ewing M. Kauffman‡
Ewing Marion Kauf f man Foundation Independent foundation
EIN 436064859 LOCATION CONTACT INFORMATION BRIDGE NUMBER 4744606580 4801 Rockhill Rd. Contact: Barbara Pruitt, Dir., Comms. PUBLICATIONS Kansas City, MO United States 64110-2046 Telephone: (816) 932-1000 Application guidelines ADDITIONAL LOCATION INFORMATION Fax: (816) 932-1100 Annual report County: Jackson E-mail: [email protected] Financial statement Metropolitan area: Kansas City, MO-KS URL: www.kauffman.org Grants list Congressional district: Missouri District 05 Newsletter
MEMBERS HIPS Affinity Groups Grantmakers for Education
Mentoring Program Funding Source Report 17 Ford Foundation
New York City, NY, United States | www.fordfoundation.org | (212) 573-5000 | [email protected]
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, Media access and policy, 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, Women's services, Youth development
GEOGRAPHIC FOCUS National, International, Africa, Caribbean, Latin America, Asia, Middle East, India, Louisiana, New York, Indonesia, China, California, Michigan, Mexico, South Africa, Massachusetts, Brazil, Kenya, District of Columbia
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 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
18 Mentoring Program Funding Source Report 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. For more details please review: https://www.fordfoundation.org/work/our-grants/justfilms/justfilms-inquiry/. .
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 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,
Mentoring Program Funding Source Report 19 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, geog raphic area served and grant amounts ) The Rockefeller Foundation New York City, NY - Recreation, Philanthropy/Voluntaris m, Health, Health Organizations, Safety/Dis asters The Susan Thompson Buffett Foundation Omaha, NE - Health, Education, Civil/Human Rights, Philanthropy/Voluntaris m, Community Development The Robert Wood Johnson Foundation Princeton, NJ - Health, Community Development, Education, Recreation, Employment Alfred P. Sloan Foundation New York City, NY - Mental Health/Cris is Services, Education, Health Organizations, Recreation, Medical Research The Hearst Foundation, Inc. New York City, NY - Education, Arts and Culture, Health, Community Development, Recreation The John D. and Catherine T. MacArthur Foundation Chicag o, IL - Philanthropy/Voluntarism, Civil/Human Rights, Recreation, Medical Research, Health Organizations
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) 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
20 Mentoring Program Funding Source Report 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 Paula Moreno Accountable 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 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
Mentoring Program Funding Source Report 21 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 320 East 43rd St. Contact: Secy. PUBLICATIONS New York City, NY United States 10017 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 URL: www.fordfoundation.org City, NY-NJ-PA Congressional district: New York District 12
MEMBERS HIPS Reg ional Associations of Grantmakers Northern California Grantmakers Philanthropy Northwest Southern California Grantmakers
Affinity Groups
22 Mentoring Program Funding Source Report 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 Emerging Practitioners in Philanthropy 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
Mentoring Program Funding Source Report 23 Frank M. Ewing Foundation, Inc. North Potomac, MD, United States
Funding Interests SUBJECT S Biodiversity, Cancers, Diseases and conditions, Domesticated animals, Economic development, Elementary and secondary education, Human services, In-patient medical care, Medical support services, Nursing care, Rehabilitation, Special population support, Youth development
GEOGRAPHIC FOCUS National, California, Maryland, Haiti, Florida, New York, District of Columbia
POPULATION Adolescents, Children and youth, Economically disadvantaged people, Ethnic and racial groups, Low-income people, People GROUPS with disabilities SUPPORT Annual campaigns, Capital campaigns, Continuing support, General support, Research STRATEGIES
About Purpose and Activities Backg round Giving primarily for health and human services; support also for education. Established around 1994 in MD
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Mostyn Foundation Inc. New York City, NY - Health, Environment, Community Development, Employment, Human Services Ernst & Gertrude Ticho Charitable Foundation Glen Echo, MD - Community Development, Health, Education, Environment, Animals/Wildlife The Prentice Foundation, Inc. Wilming ton, DE - Environment, Health, Civil/Human Rights, Community Development, Recreation Jewell Foundation, Ltd. Bethes da, MD - Health, Community Development, Environment, Medical Research, Employment Leslie L. Alexander Foundation, Inc. Boca Raton, FL - Environment, Community Development, Health, Employment, Philanthropy/Voluntaris m Gatewood Foundation, Inc. Saint Peters burg , FL - Health, Arts and Culture, Community Development, Civil/Human Rights, Environment
Applications/RFPs Application form required. Applicants should submit the following : 1. Detailed description of project and amount of funding requested
Initial Approach: Letter Copies of proposal: 1 Board meeting date(s): Oct. Deadline(s): Aug us t 31 GIVING LIMIT AT IONS Giving on a national basis. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2018-09-30 $60,459 $10,655,936 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $10,760,161 Qualifying Distributions: $10,655,936
Giving Activities include: $10,655,936 for grants
Who's Who See who can introduce you to someone at Frank M. Ewing Foundation, Inc.
Officers (3) Donors (1) Frances E. Tennery EXECUTIVE VP/SECRETARY/DIR Note: If a donor is deceased, the symbol (‡) follows the name. Peggy E. Atherton DIRECTOR Frank M. Ewing Judith H. Ewing PRESIDENT/ TREASURER /DIRECT
24 Mentoring Program Funding Source Report Frank M. Ewing Foundation, Inc. Family foundation
EIN 521902030 LOCATION CONTACT INFORMATION BRIDGE NUMBER 5269491570 13442 Query Mill Road North Potomac, MD United States 20878 ADDITIONAL LOCATION INFORMATION County: Montgomery Metropolitan area: Washington-Arlington- Alexandria, DC-VA-MD-WV Congressional district: Maryland District 06
Mentoring Program Funding Source Report 25 Fred C. and Katherine B. Andersen Foundation
Bayport, MN, United States | (651) 264-7355
Funding Interests SUBJECT S Arts and culture, Basic and emergency aid, Biodiversity, Diseases and conditions, Family services, Health, Higher education, Hospital care, Human services, In-patient medical care, Mental health care, Performing arts, Senior services, Shelter and residential care, Special population support, Youth development
GEOGRAPHIC FOCUS National, Minnesota, Wisconsin
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Capital campaigns, General support, Program support STRATEGIES
About Purpose and Activities Focuses on higher education institutions that do not accept state or federal funding, youth, elderly and health programs in local areas.
Backg round Incorporated in 1959 in MN
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Bentson Foundation Wayzata, MN - Education, Community Development, Health, Arts and Culture, Medical Research Ordean Foundation Duluth, MN - Community Development, Health, Recreation, Employment, Education Arthur H. Anderson Charitable Trust Winston-Salem, NC - Community Development, Education, Health, Human Services, Recreation Central Minnesota Community Foundation Saint Cloud, MN - Community Development, Human Services, Education, Health, Employment Cloverfields Foundation Minneapolis , MN - Education, Arts and Culture, Community Development, Human Services, Health
Applications/RFPs Proposals must be received in the foundation's office, not postmarked, on or before deadline date. Must include original copy of proposal among the six required. 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 3. Detailed description of project and amount of funding requested
Initial Approach: Letter Copies of proposal: 6 Board meeting date(s): Apr., Aug., and Nov. Deadline(s): Mar. 11, July 15, and Oct. 14 Final notification: Varies GIVING LIMIT AT IONS Giving on a national basis for higher education, locally in MN and western WI for all other areas. No support for federally funded colleges, universities, or endowment programs. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $721,262,091 $25,690,347 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $28,095,000 Qualifying Distributions: $25,827,027
Giving Activities include: $25,690,347 for grants
26 Mentoring Program Funding Source Report Who's Who See who can introduce you to someone at Fred C. and Katherine B. Andersen Foundation
Officers (7) Donors (1) Gregory L. Benson VP/TREASURER Note: If a donor is deceased, the symbol (‡) follows the name. Jerold W. Wulf PRESIDENT Fred C. Andersen‡ Mary Gillstrom VP/SECRETARY/DIRECTOR John D. Piepel DIRECTOR Peter Clements DIRECTOR David M. Erspamer DIRECTOR Vern J. Hill DIRECTOR
Fred C. and Katherine B. Andersen Foundation Independent foundation
EIN 416020920 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1693098175 P.O. Box 80 Telephone: (651) 264-7355 Bayport, MN United States 55003-0080 ADDITIONAL LOCATION INFORMATION County: Washington Metropolitan area: Minneapolis-St. Paul- Bloomington, MN-WI Congressional district: Minnesota District 04
MEMBERS HIPS Associations and Other Philanthropic Organizations Candid
Mentoring Program Funding Source Report 27 Hill-Snowdon Foundation
Washing ton, DC, United States | www.hillsnowdon.org | (202) 833-8600 | [email protected]
Funding Interests SUBJECT S Antidiscrimination, Child welfare, Community and economic development, Community improvement, Community organizing, Democracy, Economic development, Education services, Elementary and secondary education, Employment, Equal opportunity in education, Ethnic and racial minority rights, Family services, Foundations, Higher education, Human services, Leadership development, Philanthropy, Social rights, Special population support, Youth development
GEOGRAPHIC FOCUS National, District of Columbia, India, Virgin Islands of the United States, Ecuador, Haiti, Canada, Louisiana, California, Nepal, New York, Mexico, Florida, Maryland, Puerto Rico
POPULATION Adolescents, Economically disadvantaged people, Ethnic and racial groups, Homeless people, Low-income people, Women GROUPS and girls SUPPORT Continuing support, General support, Program support STRATEGIES
About Purpose and Activities Giving primarily for organization working with low-income families and communities to create a fair and just society by helping them develop the capacity and leadership skills necessary to influence the decisions that shape their lives. HSF seeks to accomplish this mission by providing grants to organizations that work directly to build the power of low-income families; leveraging the foundation's and others’ resources; and promoting opportunities for learning and g rowth.
Backg round Established in 1959 in NJ - 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 (3) Economic Justice Org aniz ing Established in 2002 to complement its Youth Organizing Program in recognition of the fact that the structural and economic inequities faced by low-income workers and families underlie many of the challenges faced by low-income youth of color. At present, approximately 70 percent of the funds for this program are aimed at the South.
Fund for DC The current focus of this program is to help deepen the capacity of community organizing groups, to build the power of low and moderate income residents in DC, and to secure systemic changes necessary for them to thrive in the District. See foundation web site for further information.
Youth Organizing The foundation defines Youth Organizing as community-based efforts that promote the leadership of youth (particularly low-income youth of color) in identifying systemic problems impacting youth and their communities, and implementing strategic actions that change policies or institutions. In addition to leadership development, political education and organizing training, youth organizing often strives to meet some of the other developmental needs of its youth members and leaders. See foundation web site for current eligibility requirements.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Weeden Foundation Bedford Hills, NY - Environment, Recreation, Arts and Culture, Health, Civil/Human Rights Jessie Smith Noyes Foundation, Inc. New York City, NY - Recreation, Environment, Safety/Dis asters, Civil/Human Rights, Health The Randolph Foundation New York City, NY - Agriculture/Food, Education, Health, Arts and Culture, Community Development The Blue Oak Charitable Fund Las Veg as, NV - Health, Environment, Community Development, Agriculture/Food, Safety/Dis asters The UPS Foundation Atlanta, GA - Community Development, Health, Education, Recreation, Animals/Wildlife
Applications/RFPs While unsolicited proposals are not considered, the foundation will accept initial inquiry contacts from nonprofits whose work intersects with the foundation's areas of interest. Refer to foundation web site for guidelines Application form not required. Board meeting date(s): Nov.
28 Mentoring Program Funding Source Report GIVING LIMIT AT IONS Giving in Washington, DC, for the Fund for DC program; 60-70% of the Youth Organizations and Economic Justice Organizing program areas will be directed toward the U.S. South; and strategic investments made nationally to help promote the goals of Youth Organizing and Economic Organizing program areas. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $40,231,168 $2,064,371 Gifts Received: $1,180,331 TOTAL ASSETS T OT AL GIVING Expenditures: $3,088,702 Qualifying Distributions: $2,756,678
Giving Activities include: $2,064,371 for grants
Who's Who See who can introduce you to someone at Hill-Snowdon Foundation
Officers (8) Staff (2) Elizabeth Bonner President Shona Chakravartty Sr. Prog . Off Ashley Blanchard Vice President ristine Harris Dir. of Finance & Admin. Richard Snowdon Secretary/Treasurer Andrew Snowdon Trus tee Donors (2) Ariana Snowdon Trus tee Note: If a donor is deceased, the symbol (‡) follows the name. Edward Snowdon, Jr. Trus tee Edward Snowdon Charitable Lead Unitrust # 2 Marguerite Snowdon Trus tee Edward Snowdon Charitable Lead Unitrust #1 Nathaniel Williams Executive Director
Hill-Snowdon Foundation Family foundation
EIN 226081122 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1881071779 1201 Connecticut Ave. N.W., 3rd Fl. Telephone: (202) 833-8600 PUBLICATIONS Washington, DC United States 20036-2605 Fax: (202) 833-8606 Grants list ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Prog ram policy statement County: District of Columbia URL: www.hillsnowdon.org Metropolitan area: Washington-Arlington- Alexandria, DC-VA-MD-WV Congressional district: District of Columbia District At-larg e
MEMBERS HIPS Affinity Groups Association of Small Foundations International Human Rights Funders Group Black Philanthropic Alliance National Committee for Responsive Philanthropy Neighborhood Funders Group
Associations and Other Philanthropic Organizations International Human Rights Funders Group
Mentoring Program Funding Source Report 29 John F. and Mary A. Geisse Foundation Chag rin Falls, OH, United States | 440-557-5078
Funding Interests SUBJECT S Business and industry, Diseases and conditions, Economic development, Elementary and secondary education, Family services, Higher education, Human rights, International development, Public health, Special population support, Youth development
GEOGRAPHIC FOCUS National, International, Central America, Developing Countries, Guatemala, California, Ohio, Honduras, Texas, Uganda, Nicaragua
POPULATION Academics, Adolescents, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Annual campaigns, Continuing support, Equipment, Financial services, Financial sustainability, General support STRATEGIES T RANSACT ION T YPES Matching grants, Program-related investments
About Purpose and Activities Giving for economic development in the developing world, rural development, and water development.
Backg round Established in 1969 in MO - Founded by John F. and Mary A. Geisse. The late John F. Geisse was the founder of The Wholesale Club, Inc. (now a division of Wal- Mart Stores, Inc.) and of Venture Stores, Inc., formerly a division of May Department Stores, Inc., and he was also a co-founder of Target Stores. The foundation is funded exclusively by contributions from John F. and Mary A. Geisse.
Prog ram Area Program-Related Investment The foundation has made PRIs to encourage lending in underprivileged or underserved areas, to create a loan fund for Latin American microlending programs, and to capitalize a microcredit banks and funds.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Troesh Family Foundation Henders on, NV - Community Development, Human Services, Philanthropy/Voluntaris m, Education, Health Skees Family Foundation Wilming ton, DE - Health, Philanthropy/Voluntaris m, Community Development, Education, Safety/Dis asters The Gareeb Family Foundation Newport Beach, CA - Health, Community Development, Philanthropy/Voluntaris m, Education, Human Services Mashhoon Family Foundation Vernon, CA - Education, Philanthropy/Voluntaris m, Health, Recreation, Community Development The Milstein Family Foundation Encino, CA - Philanthropy/Voluntaris m, Education, Human Services, Agriculture/Food, Health First Harvest Foundation San Juan Capistrano, CA - Human Services, Education, Arts and Culture, Community Development, Philanthropy/Voluntaris m
Applications/RFPs Application form required. Initial Approach: 1-2-page letter Copies of proposal: 1 Board meeting date(s): As needed Deadline(s): None GIVING LIMIT AT IONS Giving to U.S. organizations that work internationally, in the developing world. No support for purely religious or environmental protection purposes, or for arts and culture. No grants or scholarships to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $9,369,151 $1,100,800 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $1,208,174 Qualifying Distributions: $1,152,851
30 Mentoring Program Funding Source Report Giving Activities include: $1,100,800 for grants
Who's Who See who can introduce you to someone at John F. and Mary A. Geisse Foundation
Officers (2) Donors (2) Lawrence J. Geisse, MD TRUSTEE Note: If a donor is deceased, the symbol (‡) follows the name. Timothy F. Geisse EXECUTIVE DIRECTOR/TRUSTEE John F. Geisse‡ Mary A. Geisse‡
John F. and Mary A. Geisse Foundation Family foundation
EIN 237049780 LOCATION CONTACT INFORMATION BRIDGE NUMBER 3657261088 38050 Jackson Rd. Telephone: 440-557-5078 PUBLICATIONS Chagrin Falls, OH United States 44022-2025 Informational brochure ADDITIONAL LOCATION INFORMATION Informational brochure (including application County: Cuyahoga guidelines) Metropolitan area: Cleveland-Elyria, OH Congressional district: Ohio District 14
Mentoring Program Funding Source Report 31 Kalliopeia Foundation San Rafael, CA, United States | www.kalliopeia.org | (415) 482-1043 | [email protected]
Funding Interests SUBJECT S Climate change, Communication media, Community improvement, Cultural awareness, Ecology, Economic development, Environmental education, Foundations, Higher education, Humanities, Natural resources, Spirituality, Youth development
GEOGRAPHIC FOCUS National, Israel, Canada, Colombia, Massachusetts, New York, California
POPULATION American Indians, Children and youth, Economically disadvantaged people, Indigenous peoples, Low-income people GROUPS SUPPORT Convening, Curriculum development, General support, Program support STRATEGIES
About Purpose and Activities Mission: Reconnecting Ecology, Culture, and Spirituality Kalliopeia Foundation is responding to a need—a global challenge—to take spiritual as well as physical responsibility for our common home. Our programs and those we support engage with contemporary issues at their root, with the understanding that ecological, cultural, and spiritual renewal are interdependent. We envision a future rooted in fundamental values, such as compassion, respect, dignity, reverence for nature, and care for each other and the Earth. Our work strives to embody the following core principles: life Is sacred, interconnectedness, innovation, and service. Our current initiatives include our grants program, Emergence Magazine, and the Global Oneness Project.
Backg round Established in 1997 in CA
Prog ram Areas (3) Emergence Magazine Quarterly online magazine with an annual printed edition featuring stories that explore the threads connecting ecology, culture, and spirituality.
Global Oneness Project Global Oneness Project is an education platform offering a free library of award-winning films, photo essays, and articles, accompanied by companion curriculum for teachers.
Kalliopeia Grants Prog ram Funding individuals and programs that model cultural and ecological renewal rooted in connection to a sacred, living Earth.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) May and Stanley Smith Charitable Trust Sausalito, CA - Community Development, Education, Health, Recreation, Arts and Culture Flora Family Foundation Menlo Park, CA - Philanthropy/Voluntaris m, Environment, Education, Recreation, Community Development Amgen Foundation, Inc. Thous and Oaks, CA - Education, Community Development, Mental Health/Cris is Services, Health, Arts and Culture Edgerton Foundation Beverly Hills, CA - Arts and Culture, Environment, Education, Health, Philanthropy/Voluntaris m Blum Family Foundation San Francis co, CA - Education, Philanthropy/Voluntaris m, Arts and Culture, Community Development, Health David and Fela Shapell Family Foundation Beverly Hills, CA - Education, Human Services, Community Development, Philanthropy/Voluntaris m, Health
Applications/RFPs See foundation web site for application guidelines and procedures. Unsolicited full proposals not accepted, but letters of inquiry (LOI) may be sent anytime. LOIs sent solely by e-mail are not accepted. Nonprofit organizations that align closely with the foundation's mission and meet their evaluation criteria will be sent a request for proposal. Application form not required. Applicants should submit the following : 1. Listing of additional sources and amount of support 2. Copy of current year's organizational budget and/or project budget 3. Contact person 4. Listing of board of directors, trustees, officers and other key people and their affiliations 5. Explanation of why grantmaker is considered an appropriate donor for project 6. Copy of IRS Determination Letter 7. Qualifications of key personnel 8. Copy of most recent annual report/audited financial statement/990 9. Detailed description of project and amount of funding requested
Initial Approach: Letter of inquiry sent via mail only
32 Mentoring Program Funding Source Report Copies of proposal: 1 Board meeting date(s): Four times per year Deadline(s): Letters of inquiry accepted anytime Final notification: Letter of inquiry responded to in 12 weeks GIVING LIMIT AT IONS Giving limited to the U.S. No support for international organizations. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $106,303,390 $6,925,300 Gifts Received: $10,003,000 TOTAL ASSETS T OT AL GIVING Expenditures: $10,872,234 Qualifying Distributions: $9,968,332
Giving Activities include: $6,925,300 for grants
Who's Who See who can introduce you to someone at Kalliopeia Foundation
Officers and Directors (5) Staff (7) Michael Horn Pres. and Director Sohrob Nabatian Prog. Off. D. Thomas Sargent Treas. Alan Zulch Ed. Prog . Off. Zoe Fuller-Rowell Exec. Dir. Cynthia Loebig Prog. Assoc. Daniela Weeren Secy. and Director Teresa Marmorella Office Operations and Grants Mgr. Lisa Kleg er Yuri Futamura Fin. and Admin. Dir. Hannah Merriman Media Prog. Off. Michelle Moore Comm./Outreach Coord. and Prog. Asst.
Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Jubilee Group
Kalliopeia Foundation Independent foundation
EIN 943270387 LOCATION CONTACT INFORMATION BRIDGE NUMBER 5457898281 P.O. Box 151020 Contact: Grants Committee PUBLICATIONS San Rafael, CA United States 94915-1020 Telephone: (415) 482-1043 Informational brochure ADDITIONAL LOCATION INFORMATION Fax: (415) 457-1054 County: Marin E-mail: [email protected] Metropolitan area: San Francisco-Oakland- URL: www.kalliopeia.org Hayward, CA Congressional district: California District 02
MEMBERS HIPS Reg ional Associations of Grantmakers Northern California Grantmakers
Affinity Groups Association of Small Foundations International Funders for Indigenous Peoples Peak Grantmaking, Inc.
Associations and Other Philanthropic Organizations International Funders for Indigenous Peoples
Mentoring Program Funding Source Report 33 Karisma Foundation
Los Ang eles, CA, United States | www.karisma-foundation.org | (818) 342-3022
Funding Interests SUBJECT S Child welfare, Christianity, Community recreation, Diseases and conditions, Elementary and secondary education, Family services, Higher education, Human services, Museums, Philanthropy, Reproductive health care, Special population support, Voluntarism, Youth development, Youth organizing
GEOGRAPHIC FOCUS National, International, Armenia, California, Nevada
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Capacity-building and technical assistance, Continuing support, Equipment, General support, Seed money STRATEGIES
About Purpose and Activities Backg round Giving for organizations serving people in Armenia; funding for organizations serving children in the Los Angeles area. Established in 2005 in CA
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Jenerosity Foundation San Francis co, CA - Education, Community Development, Medical Research, Arts and Culture, Agriculture/Food The Eucalyptus Foundation San Francis co, CA - Community Development, Education, Health, Recreation, Environment The Bengier Foundation Redwood City, CA - Community Development, Education, Arts and Culture, Health Organizations, Health Borina Foundation Burling ame, CA - Community Development, Education, Arts and Culture, Environment, Safety/Dis asters Wadhwani Foundation Los Altos, CA - Education, Community Development, Philanthropy/Voluntaris m, Arts and Culture, Mental Health/Cris is Services John and Jennifer Webley Foundation Santa Rosa, CA - Education, Community Development, Arts and Culture, Animals/Wildlife, Health
Applications/RFPs Application form not required. GIVING LIMIT AT IONS Giving on a national and international basis, primarily in Los Angeles, CA and Armenia. No support for religious organizations.
Financials FOR FISCAL YEAR ENDED 2018-06-30 $8,680,691 $364,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $611,605 Qualifying Distributions: $364,000
Giving Activities include: $364,000 for grants
Who's Who See who can introduce you to someone at Karisma Foundation
Officers (3) Donors (2) John C Bedrosian DIRECTOR/PR Note: If a donor is deceased, the symbol (‡) follows the name. T ed Coyne DIRECTOR/SEC Judith D. Bedrosian Karen Bedrosian Coyne CFO John C. Bedrosian
Karisma Foundation Family foundation
EIN 201982120 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1411964596 2934 1/2 Beverly Glen Cir., Ste. 419 Telephone: (818) 342-3022 Los Angeles, CA United States 90077-1724 URL: www.karisma-foundation.org ADDITIONAL LOCATION INFORMATION
34 Mentoring Program Funding Source Report County: Los Angeles Metropolitan area: Los Angeles-Long Beach- Anaheim, CA Congressional district: California District 34
Mentoring Program Funding Source Report 35 Lumina Foundation
Indianapolis, IN, United States | www.luminafoundation.org | (317) 951-5300 | [email protected]
Funding Interests SUBJECT S Christianity, Communication media, Diseases and conditions, Domesticated animals, Elementary and secondary education, Higher education, Human services, Museums, Performing arts, Public policy, Youth development
GEOGRAPHIC FOCUS National, Greece, India, California, Dominican Republic, Bulgaria, Indiana, Haiti, Israel, District of Columbia, Sri Lanka, Romania, Colombia
POPULATION Academics, Adolescents, Adults, American Indians, Children and youth, Economically disadvantaged people, Ethnic and racial GROUPS groups, Immigrants and migrants, Low-income people, People of African descent, People of Asian descent, People of Latin American descent, Students, Young adults
SUPPORT Capacity-building and technical assistance, Continuing support, Convening, General support, Program evaluations, Program STRATEGIES support, Publications, Recordings, Research, Seed money, Technical assistance TRANSACTION TYPES Employee matching gifts, Matching grants, Pro bono consulting services
About Purpose and Activities The foundation's primary goal is to raise the proportion of the U.S. adult population who earn college degrees to 60 percent by 2025. The foundation is dedicated to expanding access and success in education beyond high school.
Backg round Prog ram Area Established in 2000 Matching Gifts The foundation matches the monetary gifts of its employees to charitable organizations.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Melvin and Bren Simon Charitable Foundation Number One Carmel, IN - Community Development, Health, Arts and Culture, Education, Philanthropy/Voluntaris m Eli Lilly and Company Foundation Indianapolis , IN - Education, Health, Arts and Culture, Community Development, Mental Health/Cris is Services The Letterman Foundation for Courtesy and Grooming New York City, NY - Education, Community Development, Health, Environment, Recreation Blue Sky Foundation, Inc. New Albany, IN - Philanthropy/Voluntaris m, Community Development, Health, Human Services, Education The Cummins Foundation Columbus , IN - Animals/Wildlife, Education, Community Development, Recreation, Environment The Challeng e Foundation Atlanta, GA - Education, Agriculture/Food, Community Development, Arts and Culture, Mental Health/Cris is Services
Applications/RFPs See foundation web site for LOI instructions. Only selected LOIs will receive a response Application form required. Applicants should submit the following : 1. Detailed description of project and amount of funding requested
Initial Approach: Online letter of inquiry Copies of proposal: 1 Board meeting date(s): Mar., Jun., Sept., and Nov. Deadline(s): None Final notification: 3 to 6 months GIVING LIMIT AT IONS Giving on a national basis. No support for P-12 education reform, discipline-specific schools of study and training or religious activities (except for activities that promote educational access and success and that serve diverse recipients without regard to their religious background); no grants that support single institutions; and no support for electioneering or lobbying activities. No grants to individuals (except for employee matching gifts), or for scholarships, fundraisers, corporate sponsorships, meetings and conferences (except for those related to a strategic initiative of the foundation), capital campaigns, or endowment funds.
Financials
36 Mentoring Program Funding Source Report FOR FISCAL YEAR ENDED 2017-12-31 $1,270,789,945 $46,040,104 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $91,487,522 Qualifying Distributions: $76,299,175
Giving Activities include: $46,040,104 for grants
Who's Who See who can introduce you to someone at Lumina Foundation
Officers (21) Donors (2) Jamie P Merisolis President & CEO Note: If a donor is deceased, the symbol (‡) follows the name. Courtney Brown Vice-President of Strategic Impact Senior Vice-President USA Group, Inc. and Chief SLM Holding Corp. Danette Howard Strategy Officer Vice-President of Strategic Debra Humphreys Engagement Vice-President, Finance and Brad A Kelsheimer Investments & CFO & Treasurer Vice-President, Finance and J David Maas Investments & CFO & Treasurer Executive Vice-Presideni, Chief Juan Suarez Vice-President, Communications and Innovation F Joseph Loughrey Director Kathy Davis Director Belle Wheelan Director Alusa Miller Director Mark Yudof Director Michael L Smith Director Laura Palmer Noone Director Allan Hubbard Director Frank D Alvarez Director Matthew Goldberg Director Austan Goolsbee Director James C Lintzentch Director Marie V McDemmond Director Holiday McKiernan Operating Officer, General Counsel & Secretary
Lumina Foundation Independent foundation
EIN 351813228 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2485094927 P.O. Box 1806 Telephone: (317) 951-5300 PUBLICATIONS Indianapolis, IN United States 46206-1806 Fax: (317) 951-5063 Application guidelines ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Financial statement County: Marion URL: www.luminafoundation.org Grants list Metropolitan area: Indianapolis-Carmel- ADDITIONAL CONTACT INFORMATION Informational brochure (including application Anderson, IN E-mail for Lucia Anderson: guidelines) Congressional district: Indiana District 07 [email protected]. Toll free: Newsletter (800) 834-5756 Occasional report
MEMBERS HIPS Affinity Groups Association of Black Foundation Executives, Inc. Grantmakers for Education BoardSource Grantmakers for Effective Organizations Emerging Practitioners in Philanthropy Mission Investors Exchange National Committee for Responsive Philanthropy The Philanthropy Roundtable Youth Transition Funders Group
Associations and Other Philanthropic Organizations Youth Transition Funders Group
Mentoring Program Funding Source Report 37 MetLife Foundation
New York City, NY, United States | www.metlife.com/metlife-foundation | (212) 578-7048 | [email protected]
Funding Interests SUBJECT S Arts and culture, Basic and emergency aid, Business and industry, Community and economic development, Credit unions, Disaster relief, Diseases and conditions, Diversity and intergroup relations, Economic development, Economics for youth, Education, Education services, Family services, Financial counseling, Financial services, Food banks, Foundations, Health, Higher education, Housing development, Human services, International development, Leadership development, Microfinance, Museums, Nonprofits, Performing arts, Shelter and residential care, Social enterprise, Special Olympics, Sustainable development, Urban renewal, Youth development, Youth mentoring
GEOGRAPHIC FOCUS National, International, Pennsylvania, Illinois, Massachusetts, New York, District of Columbia, California, Latin America, India, South Korea, Mexico, Brazil, Peru, Argentina, Chile, New Jersey, Japan, China, Florida
POPULATION Adults, American Indians, Boys, Children and youth, Economically disadvantaged people, Ethnic and racial groups, Girls, GROUPS Homeless people, LGBTQ people, Low-income people, Men and boys, Military personnel, People of African descent, People of Asian descent, People of Latin American descent, People with disabilities, People with physical disabilities, Retired people, Seniors, Women and girls
SUPPORT Capacity-building and technical assistance, Continuing support, Convening, General support, Institutional evaluations, STRATEGIES Leadership and professional development, Participatory grantmaking, Program evaluations, Program support, Publications, Research, Scholarships, Sponsorships, System and operational improvements, Volunteer development
TRANSACTION TYPES Cash grants, Employee matching gifts, Employee volunteer services, In-kind gifts, Program-related investments
Related Organizations
Affiliated Company: MetLife, Inc.
About Purpose and Activities The foundation supports programs designed to build financial inclusion and health for low-income individuals and families, with emphasis on household budgets, recovering from the unexpected, and planning for the future. The foundation also supports organizations involved with health and medical research, youth and education, and diversity and inclusion.
Backg round Incorporated in 1976 in NY
Prog ram Areas (8) Employee Matching Gifts The foundation matches contributions made by full-time employees, directors, retirees, and spouses of employees of MetLife to institutions of higher education on a one-for-one basis from $25 to $5,000 per contributor, per year.
Employee Volunteer Programs Through Volunteer Ventures and the MetLife Volunteer Service Awards, the foundation provides grants to nonprofit organizations with which employees of MetLife volunteer.
Employee-Related Scholarships The foundation awards college scholarships to children of associates of MetLife. The program is administered by the National Merit Scholarship Corp. and Scholarship America.
Financial Inclusion The foundation supports programs designed help low- and moderate-income people improve basic cash flow management; prepare for life’s inevitable challenges; take advantage of opportunities; and achieve short- and long- term goals. Special emphasis is directed toward applying technology and innovation for greater impact; leveraging behavioral economics to drive positive change; and advancing new insights and sharing lessons learned.
Grants to Individuals Prog ram Awards to individuals for recognition of outstanding medical research in Alzheimer's disease. Scholarships to children of associates of MetLife, administered by the National Merit Scholarship Corp. Residencies for artists who conduct programs for museums and communities.
Inclusion Plus The foundation in partnership with Verb, a social innovation platform, operates a multi-country competition series to support entrepreneurs, nonprofits, and companies advance financial inclusion to unbanked and underserved people. The competition includes MetLife volunteer mentors and seed funding of up to $150,000 from the foundation. The program is administered by Verb. Visit http://www.inclusionplus.com/ for more information.
Program-Related Investment
38 Mentoring Program Funding Source Report The foundation established its Social Investment Program in 1984 to expand its philanthropic activities. PRIs serve to underwrite projects in affordable housing, commercial revitalization, land preservation, health and rehabilitative treatment centers, business development, and the arts. PRIs are usually structured as loans and made primarily to nonprofit organizations and their subsidiaries. Occasionally, the foundation may take an equity position, guarantee a loan, or target a special bank deposit to achieve financial or program objectives. Specific purposes of PRIs have included interim financing, land acquisition and facility improvement, and capitalizing housing development projects and earned income ventures. In 1994, the foundation's activities were supplemented with a Social Investment Program using MetLife company funds. Since 1997, nearly all social investments were funded directly through the company. .
Social Investment Prog ram The foundation provides loans and equity investments to organizations that do not meet customary investment criteria of private and institutional investors. Investments are made to projects designed to improve the quality of life for individuals and communities. Special emphasis is directed toward programs designed to promote community revitalization; economic development; and health.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The F. B. Heron Foundation New York City, NY - Recreation, Community Development, Animals/Wildlife, Education, Employment The Overbrook Foundation New York City, NY - Environment, Civil/Human Rights, Recreation, Health, Education The Cissy Patterson Foundation Charles ton, SC - Environment, Community Development, Health, Animals/Wildlife, Medical Research The PepsiCo Foundation, Inc. Purchas e, NY - Education, Animals/Wildlife, Community Development, Health, Recreation Open Society Institute New York City, NY - Civil/Human Rights, Employment, Education, Agriculture/Food, Medical Research The Nathan Cumming s Foundation New York City, NY - Arts and Culture, Recreation, Civil/Human Rights, Agriculture/Food, Health
Applications/RFPs Grant requests are by invitation only Application form not required. GIVING LIMIT AT IONS Giving on a national and international basis, with emphasis in CA, CT, DC, FL, IL, MA, NJ, NY, PA, TX, Brazil, India, Latin America, Mexico, Peru, and South Korea. No support for private foundations, religious, fraternal, athletic, political, or social organizations, hospitals, local chapters of national organizations, disease- specific organizations, labor groups, organizations primarily engaged in patient care or direct treatment, drug treatment centers, community health clinics, or elementary or secondary schools. No grants to individuals (except for employee-related scholarships), or for endowments, courtesy advertising, or festival participation.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $159,281,848 $39,886,380 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $41,260,680 Qualifying Distributions: $43,091,288
Giving Activities include: $39,886,380 for grants $2,180,000 for loans/program-related investments
Who's Who See who can introduce you to someone at MetLife Foundation
Officers and Directors (15) Staff (12) Michael Zarcone Chair. and Dir. Charlie Pettig rew Sr. Business Consultant A. Dennis White C.E.O., Pres., and Dir. April Hawkins Asst. V.P. Oscar Schmidt Nandika Madgavkar Asst. V.P., Corporate Responsibility Eric Steig erwalt Junko Tashiro Head of Financial Inclusion and Corporate Social Michael Yorick Cont. Responsibility Steve Goulart Treas. and Dir. Krishna Thacker Asia Regional Dir., Financial Empowerment Theresa J. Baker Genl. Counsel and Secy. Nalleli Garcia Esther Lee Alison Jarrett Cons ultant Phyllis Zang hi Counsel and Secy. Eve lyn Stark Asst. V.P., Financial Inclusion Jonathan Rosenthal Treas. and Dir. Sarah Willis Prog. Mgr. Robert C. Tarnok Cont. Mavel Jones Mgr., MetLife Employee Engagement Frans Hijkoop Laura Caggiano Michel Khalaf Rebecca Yang Maria R. Morris Christopher Townsend Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Metropolitan Life Insurance Co.
Mentoring Program Funding Source Report 39 MetLif e Foundation Company-sponsored foundation
EIN 132878224 LOCATION CONTACT INFORMATION BRIDGE NUMBER 8209274258 200 Park Ave., 6th Fl. Contact: A. Dennis White, C.E.O. and Pres. PUBLICATIONS New York City, NY United States 10166 Telephone: (212) 578-7048 Financial statement ADDITIONAL LOCATION INFORMATION Fax: (212) 578-0617 Application guidelines County: New York E-mail: [email protected] Annual report (including application guidelines) Metropolitan area: New York-Newark-Jersey URL: www.metlife.com/metlife-foundation City, NY-NJ-PA ADDITIONAL CONTACT INFORMATION Congressional district: New York District 12 Alternate Phone: (212) 578-7048
MEMBERS HIPS Affinity Groups Committee to Encourage Corporate Philanthropy Grantmakers in Health Grantmakers in Aging Grantmakers in the Arts
Associations and Other Philanthropic Organizations Candid Grantmakers in Aging
40 Mentoring Program Funding Source Report Michael & Susan Dell Foundation
Austin, T X, United States | www.msdf.org | (512) 600-5500 | [email protected]
Funding Interests SUBJECT S Abuse prevention, Child abuse, Child care, Child welfare, Christianity, Community and economic development, Diseases and conditions, Domesticated animals, Education, Education services, Educational management, Elementary and secondary education, Family services, Graduate and professional education, Health care administration and financing, Human services, In-patient medical care, Infant care, Managed care, Nonprofits, Patient social services, School-based health care, Youth development
GEOGRAPHIC FOCUS National, International, Texas, India, South Africa, New York, California
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Capacity-building and technical assistance, Program support, Systems reform STRATEGIES
About Purpose and Activities The foundation's mission is to fund initiatives that seek to foster active minds, healthy bodies and a safe environment where children can thrive. It proactively seeks out opportunities to support or develop programs that address five essential focus areas: children's health, education, safety, youth development and early childhood care.
Backg round Established in 1999 in TX - Founded by Michael and Susan Dell. Michael Dell is founder and C.E.O. of Dell, Inc., a multinational technology corporation that develops, manufactures, sells, and supports personal computers and other computer-related products. The foundation is a result of the Dell's passion for supporting children’s causes as a way to make an even greater difference in a measurable way, particularly for those children living in urban poverty.
Prog ram Areas (12) Childhood Health in India Many of India‘s more than 250 million school-age children live in urban slums that lack access to clean water, sanitation or basic health supports. Widespread nutritional deficits among these children lead to stunted growth, impaired learning and high rates of absenteeism from school. The foundation believes that addressing these challenges is both necessary and possible. To that end, it supports community and school-based health programs, and clean water and sanitation interventions in cities nationwide.
Childhood Health in South Africa The program focuses on South African communities where there’s a widespread need to deliver basic services to orphaned and vulnerable children affected by HIV/AIDS. It has also funded a variety of pan-Africa initiatives that provide basic health services including vaccines, and access to clean water, sanitation and better nutrition to specific targ et communities.
Childhood Health in the US The program is working to reverse the trend of children suffering from obesity and early onset of Type 2 diabetes through its childhood obesity prevention and wellness programs that promote healthy eating behaviors, and better access to both healthy foods and safe environments for exercise. Other U.S. health initiatives focus on: 1) Applied pediatric research into the origins of chronic diseases that are a leading cause of premature death; 2) Basic health services for under- and uninsured children; and 3) Childhood safety for neglected and abused children.
Family Economic Stablity The program help families in India ensure better health and education outcomes for their children by helping them achieve baseline economic stability through support of: 1) Urban microfinance institutions that offer a range of financial tools, including microsavings, micropensions and micromortgages; 2) The implementation of meaningful customer protection standards and protocols to evaluate the financial and social performance indicators of the microfinance programs; 3) High quality vocational training programs that focus on employable skills development among young people who have dropped out of school; and 4) The growth of an affordable housing market in urban India.
Grants to Individuals Prog ram Scholarships to graduating seniors participating in the foundation's approved college readiness program.
Program-Related Investment The foundation has made PRIs in the form of equity investments in microfinanace institutions which target urban poor accross India.
Scholarship Program: Dell Scholars Program The mission of the Dell Scholarship initiatives (both the Dell Young Leaders Program and the Dell Scholars Program) is based around the idea that sustained success for students from disadvantaged backgrounds cannot simply be solved with issuing a blank check. The programs are committed to giving the recipients ongoing support (financially, socially, academically, emotionally, etc.) so that they graduate prepared to enter the workforce. Average Scholarship: $11,000-$20,000 What Scholarship Covers: Tuition or other educational expenses Degree Program: Undergraduate degree; Graduate degree Geographic Scope of Student: USA Host Countries: USA, South Africa Population Served: Economically disadvantaged people Program Model: Multi-sector Additional Resources: 1) https://impact.msdf.org/wp-content/uploads/2017/10/msdf-dsp-exec-summary_FINAL.pdf 2)https://impact.msdf.org/wp- content/uploads/2017/10/DYL-Case-Study_8_2016_Web.pdf .
Mentoring Program Funding Source Report 41 Scholarship Program: Dell Young Leaders Program The mission of the Dell Scholarship initiatives (both the Dell Young Leaders Program and the Dell Scholars Program) is based around the idea that sustained success for students from disadvantaged backgrounds cannot simply be solved with issuing a blank check. The programs are committed to giving the recipients ongoing support (financially, socially, academically, emotionally, etc.) so that they graduate prepared to enter the workforce. Average Scholarship: $11,000-$20,000 What Scholarship Covers: Tuition or other educational expenses Degree Program: Undergraduate degree; Graduate degree Geographic Scope of Student: South Africa Host Countries: USA, South Africa Population Served: Economically disadvantaged people Program Model: Multi-sector Additional Resources: 1) https://impact.msdf.org/wp-content/uploads/2017/10/msdf-dsp-exec-summary_FINAL.pdf 2)https://impact.msdf.org/wp- content/uploads/2017/10/DYL-Case-Study_8_2016_Web.pdf .
Social Perfomrance Indicators Success in microfinance has been difficult to evaluate. Even though established norms govern the financial side of the equation, historically there has been little discipline around measuring and reporting on social returns. To help close this gap, the foundation supports a variety of initiatives to establish and drive industrywide adoption of objective microfinance social performance indicators. These include: 1) The Progress Out of Poverty index, which tracks a set of standardized metrics designed to assess the social performance of MFIs; 2) The internationally adopted Common Code of Conduct for Microfinance Institutions; 3) Programs that provide clientele with the necessary financial literacy training to be able to assess the quality and relevance of available financial tools; and 4) The establishment of meaningful norms of institutional governance that balance social and financial ROI.
Urban Education in India To address systemic shortcomings in access to quality schools and improve children’s educational outcomes, the program provides support for: 1) In-school and after-school academic programs that measurably increase student learning levels; 2) Integrated school excellence programs that focus on improving leadership and teacher capabilities and processes, and on improving operations; and 3) High-quality, standardized data and assessment evaluations that enable insights into-and improvement of-student outcomes, instructional quality and school performance. The foundation’s goal using this multifaceted strategy is to ensure that 80 percent of students involved with the programs it supports achieve grade-specific competency by 2018.
Urban Education in South Africa The program's goal is to ensure that young people from disadvantaged backgrounds are admitted to university, that they graduate and that they obtain long- term employment. The initial investments are in the Dell Young Leaders scholarship program, which provides holistic support to vulnerable South African university students to help them through graduation and beyond.
Urban Education in the US The foundation believes that the United States educational system is plagued by a persistent achievement gap among students from different economic circumstances, and racial and ethnic backgrounds. To close this gap, improve student performance and increase graduation rates among affected students, the programs focuses on: 1) Performance-driven education; 2) College preparation and completion, including the Dell Scholars Program; 3) Human capital (educator and school leader training); 4) Quality school options; and 5) Academic and after-school programs.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Rainwater Charitable Foundation Fort Worth, TX - Education, Health, Community Development, Animals/Wildlife, Arts and Culture Laura and John Arnold Foundation Houston, TX - Education, Recreation, Agriculture/Food, Employment, Health The William Stamps Farish Fund Houston, TX - Health, Education, Community Development, Arts and Culture, Environment Robert J. Kleberg , Jr. and Helen C. Kleberg Foundation San Antonio, TX - Health, Environment, Arts and Culture, Education, Community Development Leland Fikes Foundation Dallas, TX - Health, Education, Community Development, Civil/Human Rights, Agriculture/Food The J. E. and L. E. Mabee Foundation, Inc. Tulsa, OK - Community Development, Health, Education, Arts and Culture, Human Services
Applications/RFPs See foundation web site for guidelines and requirements. To begin, use the foundation's "Check Your Eligibility" section on its web site Application form not required. Initial Approach: Submit preliminary grant request online GIVING LIMIT AT IONS Giving on a local (central TX) , regional, national and international basis (international emphasis is on India). No support for medical research. No grants to individuals except for scholarship program, or for fundraisers, sponsorships, lobbying or endowments.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $1,831,518,540 $89,650,845 Gifts Received: $179,650,356 TOTAL ASSETS T OT AL GIVING Expenditures: $193,577,806 Qualifying Distributions: $152,056,767
Giving Activities include: $89,650,845 for grants
Who's Who See who can introduce you to someone at Michael & Susan Dell Foundation
42 Mentoring Program Funding Source Report Officers and Directors (6) Staff (69) Michael Dell Pres. and Director Saurabh Bansal Prog. Off., India Education Susan Dell Chair. and Director Mike Baur Prog. Off., US Education Lorenzo Tellez C.F.O. Radhika Binani Prog. Off., India Family Economic Stability Janet Mountain Exec. Dir. Kevin Byrne Mgr. Dir., US Education Alexander Dell 2nd V.P. and Director Monica Dermott Dir., HR Marc Lis ke r Secy. Geeta Goel Dir., Mission Investing Aliya Hussaini, MD Health Team Lead Jim Kendall Dir., Tech. Megan Matthews Chief Comms. Off. Debasish Mitter Country Dir., India Barun Mohanty Mgr. Dir., India and South Africa Abhijit Nath Prog. Off., India Education Cheryl Niehaus Prog. Off., US Education Jami O'Toole Portfolio Dir., Data Driven Education, US Education Rahil Rang wala Dir., India Family Economic Stability Micah Sag ebiel Prog. Off., US Education Varun Saini Prog. Off., India Family Economic Stability Joe Siedlecki Portfolio Dir., Quality School Options, US Education Oscar Sweeten-Lopez Portfolio Dir., Dell Scholars Prog. Prachi Windlass Dir.,, India Education Nicole Aston Prog. Off., Central Texas Caitlin Baron Country Lead, South Africa Mia Hsu Burton General Counsel Thashlin Govender Prog. Off., South Africa Education Ninfa Murillo Retention Off., Dell Scholars Prog. Palesa Nkabane Prog. Off., South Africa Education Todd Penner Prog. Off., US Education George Prevelge Technolog y Sana Meghani Retention Off., Dell Scholars Prog. Sonja Demps Retention Assoc., Dell Scholars Prog. Virg inia Potter Portfolio Dir., Central Texas Kashyap Shah Prog. Off., India Education Dheeraj Sing h Dir., India Family Economic Stability Santhosh Ramdoss Prog. Off., India Family Economic Stability Vikas Verma Prog. Off., India Education Dean Villet Country Dir., South Africa Helen Vaughn Programme and Partnership Mgr., South Africa Jarred Myers Prog. Off., South Africa Leigh Anne Albert Prog. Off., South Africa Meghan Matthews Carnahan Chief Comms. Off. Alexa Hoisag er Comms. Assoc. Dulari Gandhi Comms. Off. Charu Kohli Mgr. - Comms., International Misty Burns Dir., Finance Meredith Young Dir., Comms. and Marketing Charley Penney Facility Mgr. Katie Walsh Sr. Accountant Lesley-Anne Pretorius Office Admin. Upsana Pathak Office Admin. Ivie Ehiemua Financial Analysis and Accounting Mgr. Marsha Farrier Office Mgr. Leah Jenkins Mg r., HR Rebecca Cross Legal Counsel Aditi Sawhney Prog. Off., Mission Investing Neeraj Aggarwal Prog. Off., Mission Investing Meredith Cunningham Dir., Performance Insights Anil Ramaprasad Performance Insights Off. George Prevelige Sr. Analyst, Research and Data Visualization John Olsson Sr. Analyst, Finance and Opers. Joshua Vincent Data Analyst, Performance Insights Robbie Paras Prog. and Opers. Coord. Semonti Bas u Sr. Analyst, Research and Eval. Beatrice Halbach Eval. Specialist Aaron Booth Business Intelligence Product Mgr. Andy Steinberg Developer, Grantmaking Tools Biplab Basu Technology Mgr., International Opers. Blake Wimpee Team Lead, Global Technology Opers. Bryan Potter Solutions Architect Gunjan Gupta Developer, Scholarship Progs.
Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name.
Mentoring Program Funding Source Report 43 Michael Dell Sus an Dell
Michael & Susan Dell Foundation Family foundation
EIN 364336415 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1335639557 P.O. Box 163867 Telephone: (512) 600-5500 PUBLICATIONS Austin, TX United States 78716-3867 Fax: (512) 600-5501 Grants list ADDITIONAL LOCATION INFORMATION E-mail: [email protected] County: Travis URL: www.msdf.org Metropolitan area: Austin-Round Rock, TX Congressional district: Texas District 25
MEMBERS HIPS Affinity Groups Central Texas Education Funders Mission Investors Exchange Grantmakers for Education National Scholarship ProvidersAssociation
44 Mentoring Program Funding Source Report Moriah Fund
Washing ton, DC, United States | www.moriahfund.org | 2027838488 | [email protected]
Funding Interests SUBJECT S Antidiscrimination, Community and economic development, Democracy, Economic development, Family planning, Foundations, Human rights, Human services, Individual liberties, International development, Leadership development, Legal services, Public policy, Reproductive health care, Single parent support, Social rights
GEOGRAPHIC FOCUS National, International, Virginia, District of Columbia, Maryland, Israel, New York, West Bank/Gaza (Palestinian Territories), California, Guatemala
POPULATION Economically disadvantaged people, Low-income people GROUPS SUPPORT Continuing support, Convening, Emergency funds, Endowments, Financial sustainability, General support, Grassroots STRATEGIES organizing, Leadership and professional development, Program evaluations, Program support, Seed money, Technical assistance
TRANSACTION TYPES In-kind gifts, Matching grants, Program-related investments
About Purpose and Activities Promote human rights and democracy, help disadvantaged people gain self-sufficiency and control over their lives, and promote women's rights and reproductive health. The fund supports programs that strengthen local involvement, leadership and institutional development. The fund focuses on areas where private funding can make a difference, that is, areas that receive inadequate government funds, or that leverage public and private support through advocacy and the modeling of innovative programs.
Backg round Established in 1985 in IN - The fund was established to perpetuate the lifelong philanthropic commitment of its founders, Robert and Clarence Efroymson
Prog ram Areas (5) Economic Justice The fund will support policy, advocacy and community organizing groups in DC, Maryland and Virginia, and national organizations working to: improve policies and practices affecting the income, benefits and work conditions of low-wage workers.
Human Rights The fund has a strong commitment to human rights and funds a variety of human rights efforts throughout its program areas. In addition, the fund makes a small number of grants to support other human rights programs, most importantly the Fund for Global Human Rights, which is raising and directing funds to frontline in-country human rights groups worldwide.
Is rae l The program gives priority to grassroots and community-based organizations, advocacy activities, and the development of model programs that can affect national policies.The foundation places emphasis on organizations that promote: 1) civil rights; 2) social justice and democracy; and 3) improve educational and economic opportunities for the disadvantaged. The program no longer provides support for coexistence, environment, and religious pluralism programs.
Program-Related Investment The foundation has made a PRI, in the form of a loan, to a community health organization dedicated to partnering with young people to help end HIV/AIDS, to support its relocation and renovation efforts. Historically, the foundation has made PRIs in the form of loans to an organization in support of its efforts to capitalize eco-enterprises rooted in poor communities in rural Guatemala, ad to an organization for the purpose of providing working capital for establishing a nonprofit franchise in the Washington, DC.
Women's Rights and Reproductive Health Program The fund supports efforts to transform the legal, political, economic and cultural structures that sustain gender discrimination and violence and that limit women's full participation in society. Specifically, the fund has two priorities: 1) women's reproductive health and rights; and 2) women's human rights, with an emphasis on the rights of immigrant and refugee women.
Other Funders to Consider Based on similar patterns of giving (subject area, geographic area served and grant amounts)
Mentoring Program Funding Source Report 45 The Case Foundation Washing ton, DC - Community Development, Recreation, Animals/Wildlife, Health, Philanthropy/Voluntaris m The Joan and Lewis Platt Foundation Portola Valley, CA - Civil/Human Rights, Medical Research, Employment, Agriculture/Food, Philanthropy/Voluntaris m Naomi and Nehemiah Cohen Foundation Bethes da, MD - Community Development, Civil/Human Rights, Health, Environment, Recreation Flamboyan Foundation, Inc. Washing ton, DC - Education, Animals/Wildlife, Community Development, Agriculture/Food, Environment The Bauman Foundation Washing ton, DC - Agriculture/Food, Environment, Civil/Human Rights, Health, Recreation The ARCA Foundation Washing ton, DC - Agriculture/Food, Civil/Human Rights, Recreation, Philanthropy/Voluntaris m, Medical Research
Applications/RFPs The Moriah Fund will no longer accept or review unsolicited proposals. This new policy, a result of the current economic situation and decline in Moriah’s assets, is intended to save organizations the work of preparing proposals that cannot be funded. As Moriah determines new strategies, policies and plans, the foundation will keep you updated on the web site. In the meantime, grantmaking will continue on an invitation-only basis. See web site for specific policies regarding the proposal process after a letter of inquiry is reviewed. Application form not required. Initial Approach: Letter of inquiry. Proposals only by invitation. Board meeting date(s): May and Nov. Deadline(s): Mar. 1 and Sept. 1 GIVING LIMIT AT IONS Giving nationally and internationally in the United States and Israel. Giving for the Economic Justice Program focuses on Washington, DC, MD and VA. No support for lobbying or political campaigns, private foundations, or arts organizations. No grants to individuals, or for medical research.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $82,442,492 $10,061,639 Gifts Received: $211,015 TOTAL ASSETS T OT AL GIVING Expenditures: $12,001,618 Qualifying Distributions: $10,641,208
Giving Activities include: $10,061,639 for grants
Who's Who See who can introduce you to someone at Moriah Fund
Officers Program Board and Directors (9) Staff (5) Mary Ann Stein Pres. and Prog. Board and Director Don Futterman Prog. Dir., Israel Gideon Stein Prog. Board and Director Katherine Jagow Admin. Off. Debra Delee Prog. Board Rubie G. Coles Deputy Dir. Jane Fox Johnson Prog. Board Batya Kallus Prog . Off., Israel Kim Jone s Prog. Board Gwen Tran Office Mgr. Judith Lichtman Prog. Board and Director Norman Rosenberg Prog. Board Donors (4) Dorothy Sein Prog. Board Note: If a donor is deceased, the symbol (‡) follows the name. Noah Stein Prog. Board Ben-Ephraim Gershon Fund Gustave Aaron Efroymson Fund Clarence W. Efroymson‡ Robert A. Efroymson‡
Moriah Fund Family foundation
EIN 311129589 LOCATION CONTACT INFORMATION BRIDGE NUMBER 6604560358 1 Farragut Sq. S., 1634 I St. N.W., Ste. 1000 Contact: Mary Ann Stein, Pres. PUBLICATIONS Washington, DC United States 20006-4015 Telephone: 2027838488 Grants list ADDITIONAL LOCATION INFORMATION Fax: (202) 783-8499 Prog ram policy statement County: District of Columbia E-mail: [email protected] Application guidelines Metropolitan area: Washington-Arlington- URL: www.moriahfund.org Financial statement Alexandria, DC-VA-MD-WV ADDITIONAL CONTACT INFORMATION Congressional district: District of Columbia Israel office e-mail: [email protected]; District At-larg e Requests in Israel: Don Futterman, 18 Weizman St., Kfar Saba, Israel 44247
MEMBERS HIPS Affinity Groups
46 Mentoring Program Funding Source Report Association of Black Foundation Executives, Inc. Funders Network of Pop Rep H and R Black Philanthropic Alliance Grantmakers for Children, Youth and Families EDGE Funders Alliance Grantmakers for Income Security Taskforce Funders Concerned About AIDS Inter-Agency Task Force on Israeli Arab Issues International Human Rights Funders Group Jewish Funders Network Neighborhood Funders Group
Associations and Other Philanthropic Organizations EDGE Funders Alliance Funders Network of Pop Rep H and R Funders Concerned About AIDS International Human Rights Funders Group Jewish Funders Network
Mentoring Program Funding Source Report 47 Robertson Foundation
New York City, NY, United States | www.robertsonfoundation.org | (212) 984-5700
Funding Interests SUBJECT S Arts and culture, Biodiversity, Christianity, Community recreation, Diseases and conditions, Education, Elementary and secondary education, Environmental justice, Higher education, Hospital care, In-patient medical care, Medical specialties, Natural resources, Protestantism, Youth development
GEOGRAPHIC FOCUS National, New York, Kenya, Virginia, United Kingdom, New Zealand, North Carolina, Ghana
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT General support STRATEGIES ORGANIZAT ION Multipurpose centers TYPES
About Purpose and Activities Support for education, general and rehabilitative medicine, medical research and philanthropy and voluntarism.
Backg round Established in 1996 in NY - Founded by Julian H. Robertson, Jr., his late wife Josie, and their family. Julian H. Robertson, Jr. is the founder of Tiger Management LLC, an independent investment & wealth management firm. Robertson built it into one of the world’s largest hedge-fund management firms and by mid-1998 assets had soared to about $22 billion. Julian H. Robertson, Jr. has committed to The Giving Pledge, and has pledged to give away at least half of his wealth to philanthropy
Prog ram Areas (5) Environment The program area supports activities that promote a habitable, sustainable environment. The foundation's primary areas of interest within the environment are climate change and marine conservation. Applications not accepted.
Medical Research The foundation has supported select oncology research at a number of leading academic medical institutions in the New York area, such as The Rockefeller University, Cancer Research Institute and Memorial Sloan-Kettering Cancer Center. As it continues to expand its giving in the area of medical research, the Foundation seeks to leverage its dollars with larger grants from the government or other large foundations. Applications not accepted.
Public School Reform The goal is to ensure that all children have access to high-quality educational opportunities. The public school reform initiatives seek to address the challenges which negatively impact student achievement. The program utilizes a two-pronged approach: 1) "Reform from Within" - supporting activities that enhance existing system policies and practices, drive more effective use of resources, and conduct demonstration projects which can be adopted throughout public systems; and 2) Drive Change by Generating External Pressure - encouraging competition by supporting the development of charter schools, voucher programs, and resources that enable informed parent choice. Applications not accepted.
Relig ion and Spirituality The foundation is committed to reinvigorating religious life in the United States and connecting people with a community of faith. It believes that such a connection - regardless of creed or denomination - reinforces ethical behavior and motivates active engagement driven by a concern for others. These desired outcomes cut across all of the foundation's areas of interest.
Robertson Scholars Program The program selects thirty-six new Scholars - half matriculate at Duke University and half at the University of North Carolina at Chapel Hill (UNC). This four-year merit scholarship provides a comprehensive program of summer enrichment opportunities, mentoring, special courses, and unique access to the resources of its two partner universities. For more information see foundation web site.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Lillian Goldman Charitable Trust New York City, NY - Education, Environment, Arts and Culture, Health, Recreation Christy and John Mack Foundation Rye, NY - Education, Community Development, Health, Animals/Wildlife, Arts and Culture Naddisy Foundation, Inc. New York City, NY - Health, Education, Community Development, Philanthropy/Voluntaris m, Environment The Grace and Mercy Foundation, Inc. New York City, NY - Human Services, Community Development, Education, Philanthropy/Voluntaris m, Civil/Human Rights Hertog Foundation, Inc. Palm Beach, FL - Education, Arts and Culture, Agriculture/Food, Philanthropy/Voluntaris m, Medical Research The Hollyhock Foundation, Inc. New York City, NY - Education, Community Development, Human Services, Animals/Wildlife, Arts and Culture
48 Mentoring Program Funding Source Report Applications/RFPs Contributes only to pre-selected organizations Application form not required. GIVING LIMIT AT IONS Giving on a national basis. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-11-30 $579,797,047 $106,838,172 Gifts Received: $60,000,000 TOTAL ASSETS T OT AL GIVING Expenditures: $111,509,956 Qualifying Distributions: $111,257,123
Giving Activities include: $106,838,172 for grants
Who's Who See who can introduce you to someone at Robertson Foundation
Officers (13) Staff (5) Julian H. Robertson, Jr. TRUSTEE Sara A. Brennan PROGRAM OFFICER Julian Spencer Robertson TRUSTEE Nina Berdshadker SENIOR PROGRAM OFFICER Julian Hart Robertson, III TRUSTEE Ruth Brenner DIRECTOR OF ADMINISTRATION Alexander Tucker Robertson TRUSTEE Kelsey J. Finkel PROGRAM OFFICER Alexandra Robertson TRUSTEE Katherine Waggoner PROGRAM ANALYST Sarah Robertson TRUSTEE Aaron Stern TRUSTEE Donors (1) John Griffin TRUSTEE Note: If a donor is deceased, the symbol (‡) follows the name. Wyndam Robertson TRUSTEE Julian H. Robertson, Jr. James Freeman TRUSTEE Claire Robertson TRUSTEE Julia Bator EXECUTIVE DIRECTOR John Hood PRESIDENT
Robertson Foundation Family foundation
EIN 137068398 LOCATION CONTACT INFORMATION BRIDGE NUMBER 5545635842 101 Park Ave. Telephone: (212) 984-5700 New York City, NY United States 10178-0002 URL: www.robertsonfoundation.org ADDITIONAL LOCATION INFORMATION County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12
Mentoring Program Funding Source Report 49 Swanee Hunt Family Foundation Washing ton, DC, United States | (202) 403-2006 | [email protected]
Funding Interests SUBJECT S Arts and culture, Christianity, Early childhood education, Elementary and secondary education, Human services, Individual liberties, Mental health care, Natural resources, Special population support, Youth development
GEOGRAPHIC FOCUS National, International, Nepal, Colombia, Rwanda, Sri Lanka, Sudan, India, Tanzania, Kosovo, Nigeria, Congo, Democratic Republic of the, Afghanistan, Massachusetts, New York, Bosnia and Herzegovina, Colorado, Pakistan, South Sudan, Iraq, Anguilla
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students, Women and girls GROUPS SUPPORT Capacity-building and technical assistance, Convening, General support, Program support, Seed money STRATEGIES TRANSACTION TYPES Program-related investments
About Purpose and Activities The fund advances innovative and inclusive approaches to social change at the local, national, and global levels. .
Backg round Established in 1981 in Denver, CO; merged in July 2000 as Swanee Hunt Family Foundation - Founded by the Hon. Swanee Hunt, an Eleanor Roosevelt Lecturer in Public Policy at Harvard University's Kennedy School of Government, who is the founding director of the Women and Public Policy Program at Kennedy School and former United States Ambassador to Austria
Prog ram Area Program-Related Investment The foundation has made a program related investment in the form of a loan to a microfinancing organization.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Richard & Natalie Jacoff Foundation, Inc. New York City, NY - Arts and Culture, Community Development, Education, Health, Medical Research Alan and Terri Spoon Family Foundation Wellesley Hills, MA - Education, Arts and Culture, Health, Animals/Wildlife, Recreation Joseph and Rae Gann Charitable Foundation Bal Harbour, FL - Education, Community Development, Human Services, Health, Arts and Culture Grayson Family Foundation, Inc. Waltham, MA - Education, Environment, Health, Arts and Culture, Community Development Leaves of Grass Fund Lincoln, MA - Community Development, Health, Employment, Environment, Animals/Wildlife The Schooner Foundation Boston, MA - Agriculture/Food, Philanthropy/Voluntaris m, Civil/Human Rights, Medical Research, Education
Applications/RFPs Contributes only to pre-selected organizations Application form not required. Board meeting date(s): Varies, usually spring and fall GIVING LIMIT AT IONS Giving on a national and international basis, with interest in areas of conflict, including Colombia, Nepal, Rwanda, Sri Lanka, and Sudan. No grants to individuals.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $14,721,841 $7,687,200 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $8,142,474 Qualifying Distributions: $8,138,174
Giving Activities include: $7,687,200 for grants
50 Mentoring Program Funding Source Report Who's Who See who can introduce you to someone at Swanee Hunt Family Foundation
Officers and Directors (14) Staff (4) Swanee Hunt Chair. and Pres. and Director Eliz abeth Kidd McWhorter Chief Prog. Off. Kate Sears C.F.O. Nancy Routh Mgr. Dir. Marva Hammons Secy. and Director Susan Zwirble Sr. Dir., Human Capital Loretta Feehan Treas. and Director James Smith Dir., Comms. Katherine Archuleta Tish Emerson Donors (1) Jane Lute Note: If a donor is deceased, the symbol (‡) follows the name. Fern Portnoy Hon. Swanee Hunt Lillian Shuff Rodney Shuff William Snyder David Flink Ray Hammond Kerry Healey
Swanee Hunt Family Foundation Family foundation
EIN 841101901 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1182710053 1615 M St Nw Telephone: (202) 403-2006 PUBLICATIONS Washington, DC United States 20036 Fax: (617) 995-1982 Grants list ADDITIONAL LOCATION INFORMATION E-mail: [email protected] Informational brochure County: District of Columbia Metropolitan area: Washington-Arlington- Alexandria, DC-VA-MD-WV Congressional district: District of Columbia District At-larg e
MEMBERS HIPS Affinity Groups Women's Funding Network
Mentoring Program Funding Source Report 51 Target Foundation Minneapolis, MN, United States | corporate.target.com/corporate-responsibility... | (612) 761-5194 | community.relations@targ et.com
Funding Interests SUBJECT S Basic and emergency aid, Communication media, Community and economic development, Economic development, Entrepreneurship, Family services, Financial counseling, Housing development, Housing services, Human services, Humanities, Job creation and workforce development, Museums, Performing arts, Shelter and residential care, Special population support, Visual arts, Youth development
GEOGRAPHIC FOCUS National, Minnesota, Haiti, Russia, Mexico
POPULATION Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Capacity-building and technical assistance, General support, Program support STRATEGIES TRANSACTION TYPES Cash grants
Related Organizations
Affiliated Company: Target Corporation
About Purpose and Activities The foundation supports programs designed to promote equity for all with a hometown focus; financial security and empowerment with a national focus; and sustainable livelihoods with a global focus.
Backg round Incorporated in 1918 in MN - Each year the Target Corporation distributes an amount equal to five percent of Target Corporation's federally taxable income to support its community giving program
Prog ram Areas (3) Global Grants - Sustainable Livelihoods The foundation supports programs designed to build sustainable economic opportunities for families in communities around the world. Special emphasis is directed toward access to opportunity, including helping organizations and systems create sustainable economic opportunity for families; financial access and inclusion, including access to financial solutions that help families maintain and grow assets; and community empowerment, including tools and knowledge needed to solve problems and shape institutions touching lives. This program is by invitation only.
Hometown Grants - Equity for All The foundation supports programs designed to promote equity for underserved and under-resourced communities that enables shared prosperity and opportunity for all. Special emphasis is directed toward entrepreneurship, workforce development, housing, and asset building. This program is limited to the Twin Cities 7-County Metro Area. Grants range from $25,000 to $200,000.
National Grants - Financial Security and Empowerment The foundation supports programs designed to build financial stability and security through new tools and services that enable individuals to adapt to the changing nature of work. Special emphasis is directed toward skills, opportunities, and resources for individuals with limited income; and helping low-income workers attain financial stability, self-efficacy, control, and dignity over their financial lives. This program is by invitation only.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) R.C. Skoe Foundation Eden Prairie, MN - Arts and Culture, Education, Community Development A. H. Zeppa Family Foundation Duluth, MN - Arts and Culture, Human Services, Community Development, Recreation R. R. W. & Florence Berglund Family Foundation Saint Paul, MN - Community Development, Arts and Culture, Environment, International/Foreig n Affairs Patrick and Aimee Butler Family Foundation Saint Paul, MN - Community Development, Arts and Culture, Environment, Recreation, Employment Lenzmeier Family Foundation Penning ton, NJ - Community Development, Education, Arts and Culture, Animals/Wildlife, Health Shank Family Foundation Sarasota, FL - Arts and Culture, Health, Employment, Community Development
Applications/RFPs A full proposal may be requested at a later date for Hometown Grants. National and Global Grants are by invitation only, however a general information form is accepted. Application form not required.
52 Mentoring Program Funding Source Report Initial Approach: Letter of inquiry for Hometown Grants; Complete online general information form for National and Global Grants Board meeting date(s): Varies Deadline(s): Sept. 30 for Hometown Grants GIVING LIMIT AT IONS Giving on a national basis in areas of company operations, with emphasis on the Minneapolis/St. Paul, MN 7-county metropolitan area. No support for discriminatory organizations, religious organizations not of direct benefit to the entire community, or government entities. No grants to individuals, or for sponsorships, fundraising events, endowments, or capital requests .
Financials FOR FISCAL YEAR ENDED 2018-02-03 $523,901 $9,527,000 Gifts Received: $9,750,000 TOTAL ASSETS T OT AL GIVING Expenditures: $9,532,399 Qualifying Distributions: $9,532,274
Giving Activities include: $9,527,000 for grants
Who's Who See who can introduce you to someone at Target Foundation
Officers (3) Staff (1) Corey Haaland Treas. Tracey Burton Dave Donlin Secy. Sr. Dir. Ric k Gome z Tr. Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Target Corporation
T arg et Foundation Company-sponsored foundation
EIN 416017088 LOCATION CONTACT INFORMATION BRIDGE NUMBER 1691607746 1000 Nicollet Mall Telephone: (612) 761-5194 PUBLICATIONS Minneapolis, MN United States 55403 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: corporate.target.com/corporate- Annual report County: Hennepin responsibility... Prog ram policy statement Metropolitan area: Minneapolis-St. Paul- ADDITIONAL CONTACT INFORMATION Bloomington, MN-WI Alternate Phone: (612) 696-4706 Congressional district: Minnesota District 05
MEMBERS HIPS Reg ional Associations of Grantmakers Minnesota Council on Foundations Northern California Grantmakers Southern California Grantmakers
Mentoring Program Funding Source Report 53 The Chatlos Foundation, Inc.
Long wood, FL, United States | www.chatlos.org | 2128679630 | [email protected]
Funding Interests SUBJECT S Basic and emergency aid, Child welfare, Christianity, Community recreation, Diseases and conditions, Education, Family services, Graduate and professional education, Health, Higher education, Hospital care, Human services, In-patient medical care, Mental health care, Nursing care, Nursing education, Rehabilitation, Religion, Shelter and residential care, Special population support, Theology, Youth development
GEOGRAPHIC FOCUS National, Georgia (U.S. state), Haiti, New York, Florida, Iran, Cuba, Russia, India, China, New Jersey
POPULATION Academics, Children and youth, Christians GROUPS SUPPORT Curriculum development, Debt reduction, Equipment, General support, Individual development, Program support, STRATEGIES Publications, Scholarships, Technical assistance TRANSACTION TYPES Matching grants
ORGANIZAT ION Associations TYPES
About Purpose and Activities Grants for higher education and religious causes; giving also for hospitals, health agencies, social services, and child welfare.
Backg round Incorporated in 1953 in NY - A native of Bridgeport, Connecticut, William Chatlos was born in 1889. As a young man, he worked for a builder and lumber man and learned the craft of drafting house plans during night classes at the YMCA. He built his first house at the age of 17 and continued to build houses, apartment buildings, and office buildings in Connecticut, New York, New Jersey, and Florida until his death in 1977. On June 27, 1953 Mr. Chatlos founded the Chatlos Foundation.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Ryder System Charitable Foundation, Inc. Miami, FL - Animals/Wildlife, Education, Community Development, Health, Arts and Culture Jerome A. Yavitz Charitable Foundation, Inc. Miami Beach, FL - Health, Community Development, Education, Arts and Culture, Animals/Wildlife Scheidel Foundation Falls Church, VA - Community Development, Education, Philanthropy/Voluntaris m, Animals/Wildlife, Health NextEra Energ y Foundation, Inc. Juno Beach, FL - Education, Animals/Wildlife, Community Development, Environment, Mental Health/Cris is Services Morton Family Foundation Hobe Sound, FL - Agriculture/Food, Environment, Health, Education, Arts and Culture Eda and Cliff Viner Family Foundation, Inc. Boca Raton, FL - Health, Education, Community Development, Human Services, Animals/Wildlife
Applications/RFPs See foundation web site for proposal instructions. Application form may be requested in writing or printed from the foundation web site. Only 1 grant to an organization within a 12-month period. Do not bind or staple proposal Application form 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: Submit proposal via online process on foundation web site Board meeting date(s): Quarterly Deadline(s): None Final notification: Approximately 120 days Additional information: Cover letter should include the project description and specified amount requested and a copy of the completed Chatlos Foundation application form
54 Mentoring Program Funding Source Report GIVING LIMIT AT IONS Giving on a national basis. No support for individual church congregations, primary or secondary schools, the arts, or for organizations in existence for less than two years as indicated by the date of their tax exempt letter from the IRS. No grants to individuals, or for seed money, deficit financing, endowment funds, medical research, conferences, bricks and mortar, or multi-year grants; no loans .
Financials FOR FISCAL YEAR ENDED 2018-12-31 $49,595,115 $1,521,600 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $3,519,384 Qualifying Distributions: $2,609,731
Giving Activities include: $1,521,600 for grants
Who's Who See who can introduce you to someone at The Chatlos Foundation, Inc.
Officers (8) Staff (1) William J Chatlos Rtrustee, President, Ceo, C Carol Nicholas Kathryn A Randle Trustee, Chairperson, Executive Executive Secre William J Chatlos, III Vice Preseident, Discret G Michele C Roach Senior Vp, Grant Program D Donors (2) Cindee Random Trustee, Field Rep Manager, Tr Note: If a donor is deceased, the symbol (‡) follows the name. Janet Chatlos Trus tee Bristol Door and Lumber Co., Inc. Kimberly Grimm Trus tee William F. Chatlos‡ Charles O Morgan Trus tee
T he Chatlos Foundation, Inc. Family foundation EIN 136161425 LOCATION CONTACT INFORMATION BRIDGE NUMBER 7659962629 P.O. Box 915048 Telephone: 2128679630 PUBLICATIONS Longwood, FL United States 32791-5048 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: www.chatlos.org Informational brochure (including application County: Seminole guidelines) Metropolitan area: Orlando-Kissimmee- Sanford, FL Congressional district: Florida District 07
Mentoring Program Funding Source Report 55 The Hearst Foundation, Inc.
New York City, NY, United States | www.hearstfdn.org | (212) 649-3748 | [email protected]
Funding Interests SUBJECT S Arts and culture, Arts education, Arts services, Basic and emergency aid, Basic and remedial instruction, Child welfare, Cultural awareness, Diseases and conditions, Economic development, Education services, Employment, Family services, Graduate and professional education, Higher education, Historical activities, Homeless services, Hospital care, Housing development, Human services, In-patient medical care, Medical specialties, 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 The foundation assists leading regional hospitals, medical centers and specialized medical institutions providing access to high-quality healthcare for low- income populations. In response to the shortage of healthcare professionals necessary to meet the country’s evolving needs, the foundation also funds programs designed to enhance skills and increase the number of practitioners and educators across roles in healthcare. Because the foundation seeks to use its funds to create a broad and enduring impact on the nation’s health, support for medical research and the development of young investigators is also considered.
Social Service The foundation funds direct-service organizations that tackle the roots of chronic poverty by applying effective solutions to the most challenging social and economic problems. The foundation prioritizes supporting programs that have proven successful in facilitating economic independence and in strengthening families. Preference is also given to programs with the potential to scale productive practices in order to reach more people in need.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) William Randolph Hearst Foundation New York City, NY - Education, Arts and Culture, Health, Community Development, Recreation The Andrew W. Mellon Foundation New York City, NY - Education, Arts and Culture, Medical Research, Health Organizations, Environment Alfred P. Sloan Foundation New York City, NY - Mental Health/Cris is Services, Education, Health Organizations, Recreation, Medical Research The Rockefeller Foundation New York City, NY - Recreation, Philanthropy/Voluntaris m, Health, Health Organizations, Safety/Dis asters The Susan Thompson Buffett Foundation Omaha, NE - Health, Education, Civil/Human Rights, Philanthropy/Voluntaris m, Community Development
56 Mentoring Program Funding Source Report Applications/RFPs All applications must be submitted via the Hearst Foundations’ Online Application portal. The Hearst Foundations no longer accept applications or materials through the mail. Please see the Hearst Foundations' website for more information Application form not required. Initial Approach: Please visit the Hearst Foundations' website to learn about the steps for seeking funding Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None GIVING LIMIT AT IONS Giving limited to the U.S. and its territories. No support for public policy, or public policy research, advocacy, or foreign countries. No grants to individuals, or for media or publishing projects, conferences, workshops, seminars, seed funding, multi-year grants, special events, tables, or advertising for fundraising events; no loans or program-related investments.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $357,347,333 $12,370,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $18,748,351 Qualifying Distributions: $13,656,270
Giving Activities include: $12,370,000 for grants
Who's Who See who can introduce you to someone at The Hearst Foundation, Inc.
Directors (13) Staff (11) James M. Asher Mayra Cedeno Grants Mgr. Anissa Boudjakdji Balson Kevin Broadie Prog. Assoc. David J. Barrett Lig ia Cravo Sr. Prog . Off. Frank A. Bennack, Jr. Paul "Dino" Dinovitz Exec. Dir. John G. Conomikes Mason Granger Dir., Grants Lisa H. Hagerman Annette Hepler Grants Mgr. George R. Hearst, III George Irish Eastern Dir. William R. Hearst, III Sarah Thompson Mishurov Dir., Strateg y and Operations Gilbert C. Maurer Phyliss Rosenberg -Feliciano Prog. Assoc. Mark F. Miller Teri Swenson Yeager Sr. Prog . Off. Virg inia Randt Alison Yu Prog. Off. Mitchell Scherz er Steven R. Swartz Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. William Randolph Hearst‡
T he Hearst Foundation, Inc. Independent foundation EIN 136161746 LOCATION CONTACT INFORMATION 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 ADDITIONAL CONTACT INFORMATION City, NY-NJ-PA Address for applicants from west of the Congressional district: New York District 10 Mississippi River: 90 New Montgomery St., Ste. 1212, San Francisco, CA 94105, tel.: (415) 908- 4500, fax: (415) 348-0887; E-mail: [email protected]
MEMBERS HIPS Associations and Other Philanthropic Organizations Candid
Mentoring Program Funding Source Report 57 The Kresge Foundation T roy, MI, United States | kresge.org | (248) 643-9630 | [email protected]
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, Museums, Natural resources, Performing arts, Philanthropy, Public health, Public policy, Youth development
GEOGRAPHIC FOCUS National, Michigan, United Kingdom, Canada, California, Haiti, Mexico, South Africa
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 .
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
58 Mentoring Program Funding Source Report 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, geog raphic area served and grant amounts ) Charles Stewart Mott Foundation Flint, MI - Recreation, Agriculture/Food, Education, Animals/Wildlife, Environment W. K. Kellog g Foundation Battle Creek, MI - Recreation, Community Development, Education, Health, Agriculture/Food John C. Lasko Foundation Penning ton, NJ - Human Services The Robert Wood Johnson Foundation Princeton, NJ - Health, Community Development, Education, Recreation, Employment Alfred P. Sloan Foundation New York City, NY - Mental Health/Cris is Services, Education, Health Organizations, Recreation, Medical Research Jim Casey Youth Opportunities Initiative, Inc. St. Louis, MO - Community Development, Employment, Civil/Human Rights, Philanthropy/Voluntarism, Health
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) Kresg e Foundation Invites Applications to Increase Creative Capacity to Shape Healthier Neig hborhoods POSTED: 2019-12-16 DEADLINE: 2020-01-31
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
Mentoring Program Funding Source Report 59 TOTAL ASSETS TOTAL 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. 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, URL: kresge.org Informational brochure MI Congressional district: Michigan District 11
MEMBERS HIPS Affinity Groups
60 Mentoring Program Funding Source Report 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
Mentoring Program Funding Source Report 61 The Lynde and Harry Bradley Foundation, Inc. Milwaukee, WI, United States | www.bradleyfdn.org | (414) 291-9915
Funding Interests SUBJECT S Arts and culture, Christianity, Civic participation, Civics for youth, Democracy, Economic development, Economics, Education, Elementary and secondary education, Foreign policy, Higher education, Historical activities, Humanities, Interdisciplinary studies, International relations, Legal services, Performing arts, Philanthropy, Political science, Public affairs, Public policy, Youth development
GEOGRAPHIC FOCUS National, Wisconsin, Austria, California, Turkey, Canada, District of Columbia, New York, Virginia, Mexico, 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, STRATEGIES Fellowships, 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.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Argosy Foundation Milwaukee, WI - Arts and Culture, Environment, Education, Health, Community Development The Kern Family Foundation, Inc. Waukes ha, WI - Education, Mental Health/Cris is Services, Human Services, Recreation, Agriculture/Food Wallace Genetic Foundation, Inc. Washing ton, DC - Environment, Health, Safety/Dis asters, Recreation, Philanthropy/Voluntaris m Bobolink Foundation Chicag o, IL - Environment, Education, Animals/Wildlife, Arts and Culture, International/Foreig n Affairs Porticus North America Foundation New York City, NY - Human Services, Community Development, Education, Employment, Recreation Marg aret A. Cargill Foundation Eden Prairie, MN - Environment, Education, Community Development, Arts and Culture, Health
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
62 Mentoring Program Funding Source Report 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. Brief history of organization and description of its mission 7. Statement of problem project will address 8. Qualifications of key personnel 9. How project will be sustained once grantmaker support is completed 10. Listing of additional sources and amount of support 11. Copy of current year's organizational budget and/or project budget 12. Listing of board of directors, trustees, officers and other key people and their affiliations
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. 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‡
Mentoring Program Funding Source Report 63 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
64 Mentoring Program Funding Source Report The Northrop Grumman Foundation Falls Church, VA, United States | www.northropgrumman.com/corporateresponsibili... | (703) 713-4756 | [email protected].
Funding Interests SUBJECT S Communication media, Education, Education services, Elementary and secondary education, Engineering, Graduate and professional education, Higher education, Human services, In-patient medical care, International development, Mathematics, Museums, Performing arts, Reading promotion, Science, Special population support, STEM education, Student services, Technology, University education, Youth development
GEOGRAPHIC FOCUS National, Puerto Rico, Bahamas, Canada, Japan, Philippines, Pennsylvania, Zimbabwe, Costa Rica, Virginia, California, Maryland, Australia, New York
POPULATION Academics, Adolescents, Students GROUPS SUPPORT Financial sustainability, Fundraising, General support, Program support, Regranting, Scholarships, Sponsorships STRATEGIES TRANSACTION TYPES Cash grants, Employee matching gifts
Related Organizations
Affiliated Company: Northrop Grumman Corporation
About Purpose and Activities The foundation supports programs designed to provide educational opportunities for youth and educators. Special emphasis is directed toward programs designed to promote science, technology, engineering and mathematics (STEM) for students and teachers.
Backg round Incorporated in 1954 in CA
Prog ram Area Matching Gifts for Education The foundation matches contributions made by employees and directors of Northrop Grumman to educational institutions from $50 to $2,500 per employee, per year.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Charles Schwab Foundation San Francis co, CA - Education, Community Development, Health, Environment, Recreation Yelp Foundation San Francis co, CA - Community Development, Education, Health, Philanthropy/Voluntaris m, Recreation Callaway Golf Company Foundation Carlsbad, CA - Health, Community Development, Education, International/Foreig n Affairs, Philanthropy/Voluntaris m United Business Media Community Connection Foundation New Hyde Park, NY - Health, Community Development, Education, Environment, Recreation LPL Financial Charitable Foundation, Inc. Boston, MA - Community Development, Education, Health, Environment, Arts and Culture AmazonSmile Foundation Seattle, WA - Community Development, Health, Education, Environment, Arts and Culture
Applications/RFPs Letters of inquiry should be a brief summary of the organization and the project that would be supported. An invitation to submit a full application with an access code may be requested at a later date. Generally, unsolicited applications are not accepted. Application form not required. Initial Approach: E-mail brief letter of inquiry Board meeting date(s): Annually Deadline(s): None GIVING LIMIT AT IONS Giving on a national basis for STEM programming. No support for campus student organizations, fraternities, sororities, honor societies, religious schools or colleges with a primary focus on religious beliefs, athletic teams or athletic support organizations, or choirs, bands, or drill teams. No grants to individuals (except for employee-related scholarships), or for fundraising events, raffles, walk-a-thons, banquets, or dinners, advertising or underwriting expenses, capital campaigns, endowments, or tuition.
Mentoring Program Funding Source Report 65 Financials FOR FISCAL YEAR ENDED 2017-12-31 $20,438,275 $15,644,915 Gifts Received: $10,000,000 TOTAL ASSETS T OT AL GIVING Expenditures: $15,834,678 Qualifying Distributions: $15,726,565
Giving Activities include: $15,644,915 for grants
Who's Who See who can introduce you to someone at The Northrop Grumman Foundation
Officers (7) Donors (1) Sandra Evers-Manly PRESIDENT Note: If a donor is deceased, the symbol (‡) follows the name. Michael Hasenfratz, Jr. TREASURER Northrop Grumman Corporation Tiffany King SECRETARY Sheila Cheston BOARD MEMBER Frank Flores BOARD MEMBER Lisa Davis BOARD MEMBER Denise Peppard BOARD MEMBER
T he Northrop Grumman Foundation Company-sponsored foundation
EIN 956095343 LOCATION CONTACT INFORMATION BRIDGE NUMBER 8528039322 2980 Fairview Park Drive Telephone: (703) 713-4756 PUBLICATIONS Falls Church, VA United States 22042 E-mail: [email protected]. Application guidelines ADDITIONAL LOCATION INFORMATION URL: Annual report County: Fairfax www.northropgrumman.com/corporateresponsibili... Metropolitan area: Washington-Arlington- ADDITIONAL CONTACT INFORMATION Alexandria, DC-VA-MD-WV Application Address: 2980 Fairview Park Dr., Congressional district: Virginia District 08 Falls Church, VA, 22042
MEMBERS HIPS Associations and Other Philanthropic Organizations Candid
66 Mentoring Program Funding Source Report The Robert Wood Johnson Foundation Princeton, NJ, United States | www.rwjf.org | (609) 627-6000 | [email protected]
Funding Interests SUBJECT S Addiction services, Bullying, Child development, Child educational development, Child welfare, Economic development, Environmental health, Family services, Foundations, Graduate and professional education, Health, Health care administration and financing, Health care financing, Health insurance, Higher education, Homeless services, Hospital care, In-patient medical care, Leadership development, Medical education, Mental and behavioral disorders, Mental health care, Nonprofits, Nursing care, Obesity, Palliative care, Philanthropy, Preventive care, Public health, Public policy, Senior services, Smoking, Voluntarism
GEOGRAPHIC FOCUS National, District of Columbia, Massachusetts, New Jersey, Puerto Rico, Canada, Mexico, Cuba, California, Indonesia, New York
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people GROUPS SUPPORT Participatory grantmaking, Program evaluations, Program support, Public engagement and education, Research, Seed money, STRATEGIES Technical assistance TRANSACTION TYPES Employee matching gifts, Matching grants, Program-related investments
About Purpose and Activities The foundation's mission is to improve the health and health care of all Americans. Its efforts focus on fostering environments that promote health and on improving how health care in America is delivered and paid for, and how well it does for patients and their families.
Backg round Incorporated in 1936 in NJ; became a national philanthropy in 1972 - Founded by the late Robert Wood Johnson, who built the family firm, Johnson & Johnson, (which was founded by his father Robert Wood Johnson, I) into a worldwide health and medical care products company. Because of his service during World War II as a brigadier general in charge of the New York Ordnance District, people who knew him addressed him as the General. President Roosevelt appointed him as Vice Chairman of the War Production Board and Chairman of the Smaller War Plants Corporation. He endowed the foundation with a $1.2 billion bequest from his personal fortune. In 2014 the foundation announced that it will continue to work on issues it believes are key to the well-being of all Americans, but within its organization it will no longer divide its efforts into the silos of health and health care. Rather, all that it does will serve one goal: building a culture of health. 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 (11) 21st Century Leadership The foundation identifies leaders who have the potential to transform our nation’s health and providing them with the support they need to realize their promise. It is committed to investing in the development of health innovators and to develop new health-focused leadership programs that connect people across sectors as well as disciplines, capitalize on technology to promote networking and mentoring, and reach and help many more individuals .
Bridg ing Health and Health Care The foundation believes that for too long being healthy has been defined as not being sick. It also believes that good health extends beyond the walls of medical offices to the places where people live, learn, work and play. As such, the foundation will continue to invest in programs that bridge health and health care, balancing treatment with prevention, community action and individual responsibility.
Cost, Quality, and Value The foundation is committed to seeking the best possible outcomes and highest value from our national investments in health care, public health and population health. This includes reducing wasteful spending, increasing the reach and efficacy of fundamental health services, and investing in the identification and spread of strategies to improve the quality and reduce the costs of health care and other health services.
Culture of Health Priz e The prize is awarded annually to honor outstanding community efforts and partnerships that are helping people live healthier lives. Winning communities will each receive a $25,000 cash prize and have their accomplishments celebrated and shared broadly with the goal of raising awareness and inspiring locally- driven change across the country. The prize is a place-based prize that honors whole U.S. communities; submissions representing the work of a single organization or initiative will not be considered. Each applicant community will be required to designate a local U.S. governmental or tax exempt public charity operating in its community to accept the $25,000 prize on the community’s behalf, should they win. Community partners can decide together how to use the funds to benefit the community; reports to RWJF or UWPHI on prize expenditures are not required. See foundation web site eligibility and selection criteria and online application process.
Equal Opportunity The foundation works with other foundations, organizations, and businesses that have long worked to increase opportunities in education, housing, and community development to make the fruits of good health available to all. In 2013, it established Forward Promise, a $9.5 million initiative focused on promoting opportunities for the health and success of middle school and high school-aged boys and young men of color.The foundation will continue to delve more deeply into the causes of the unacceptable gaps in opportunity for good health and identify additional areas that we believe call for immediate attention.
Mentoring Program Funding Source Report 67 Health Care Coverage For All For decades, the foundation has worked to improve access to affordable, high-quality coverage for all Americans. The Affordable Care Act has created new opportunities for more than 30 million uninsured Americans to acquire coverage. The foundation's objective is to ensure that all who are eligible for coverage know what is available to them and how to make the most of it.
Healthy Places and Practices To help build public demand for a culture of health, the foundation will identify, support, and spread the word about individual and community actions that promote lifelong health for all Americans. It is committed to finding strong examples of places and practices reflecting a culture of health, and sharing the lessons they have to offer with others so Americans can link forces and build small victories into a national movement.
Healthy Weig ht for All Children In 2007, the foundation announced that it would dedicate $500 million to reversing the childhood obesity epidemic in America. The relentless rise in childhood obesity rates has abated, and in some areas has even decreased. Moving forward, the foundation will stress the importance of achieving a healthy weight for all of our nation’s children, especially in poor communities and those of color.
Program-Related Investment The foundation has made PRIs in the form of loans in a pooled PRI fund to improve economically disadvantaged urban communities and the lives of their residents and for an expansion of playworks to promote youth development in school. The foundation has made a PRI to provide a reserve for a loan fund serving women and minorities in medicine. In the following years, PRI support has included funding for organizations focused on the aging, the housing needs of the chronic mentally ill, and increasing the effectiveness of rural hospitals. Specifically, PRIs have supported facilities improvement and equipment acquisition, and capitalized earned income ventures and housing development projects.
Scholarship Program: Future of Nursing Scholars "Through the Future of Nursing Scholars program, we will create a large and diverse cadre of PhD-prepared nurses who are committed to long-term leadership careers that advance science and discovery, strengthen nursing education, and bring transformational change to nursing and health care. The program will provide scholarships, mentoring, and leadership development activities, as well as postdoctoral research support, to build the capacity of this select group of future nurse leaders." In regards to the Clinical Scholars, "As of July 2014, the program had produced 1,262 scholars. In 2014, 52 Scholars are participating in the program (27 first years and 25 second years). The impact of the program can be tracked, in part, by the ascendency of Scholars to positions of leadership, their impact on health services and health policy research, including community-based participatory research, and their influence within specialty areas of health care, including pediatrics and emergency medicine." Average Scholarship: $35,000-$125,000 What Scholarship Covers: Tuition or other educational expenses; research-related expenses Degree Program: Graduate Degree Geographic Scope of Student: USA Host Countries: USA Population Served: Diverse health care leaders Program Model: Traditional; project based Additional Resources: 1) https://www.rwjf.org/content/dam/farm/reports/program_results_reports/2013/rwjf70030 2) https://www.rwjf.org/content/dam/farm/reports/program_results_reports/2012/rwjf401104 3) https://www.rwjf.org/content/dam/farm/reports/program_results_reports/2010/rwjf403883 .
Vulnerable Populations The foundation supports finding innovative and effective ways of addressing the many factors that influence the health of our nation’s most vulnerable people. Its work in this area will focus on mental wellness and violence prevention, particularly in early childhood. The foundation believes we cannot call ourselves a healthy nation if we continue to be a violent one. The foundation has chosen to address how health is diminished by all forms of violence—child abuse, bullying, post-traumatic stress, domestic abuse, street violence—and how the cycle can be broken.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Alfred P. Sloan Foundation New York City, NY - Mental Health/Cris is Services, Education, Health Organizations, Recreation, Medical Research The Susan Thompson Buffett Foundation Omaha, NE - Health, Education, Civil/Human Rights, Philanthropy/Voluntaris m, Community Development The Arthur Vining Davis Foundations Jacksonville, FL - Education, Human Services, Medical Research, Mental Health/Cris is Services, Health Bill & Melinda Gates Foundation Seattle, WA - Health, Philanthropy/Voluntaris m, Education, Medical Research, Recreation The John D. and Catherine T. MacArthur Foundation Chicag o, IL - Philanthropy/Voluntaris m, Civil/Human Rights, Recreation, Medical Research, Health Organizations The Rockefeller Foundation New York City, NY - Recreation, Philanthropy/Voluntaris m, Health, Health Organizations, Safety/Dis asters
Applications/RFPs The foundation awards most grants through calls for proposals connected with its areas of focus. It accepts unsolicited proposals for projects that suggest new and creative approaches to solving health and health care problems. RWJF will continue to accept unsolicited proposals for the Pioneer Portfolio. Pioneer welcomes proposals for unsolicited grants at any time and issues awards throughout the year. There are no deadlines. Check web site for Open Calls for Proposals. Application form required. Applicants should submit the following : 1. Statement of problem project will address 2. Qualifications of key personnel 3. Results expected from proposed grant 4. How project will be sustained once grantmaker support is completed 5. Timetable for implementation and evaluation of project 6. Detailed description of project and amount of funding requested 7. Listing of additional sources and amount of support 8. Copy of current year's organizational budget and/or project budget 9. Contact person 10. How project's results will be evaluated or measured
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68 Mentoring Program Funding Source Report 11. Brief history of organization and description of its mission 12. Population served
Initial Approach: Electronic brief proposal Board meeting date(s): Quarterly Deadline(s): None Final notification: 6 to 12 months Additional information: If the foundation requests a full proposal, instructions will be provided regarding what information to include and how to present it. If applying for an unsolicited grant from the Pioneer Portfolio, submit a brief proposal online. GIVING LIMIT AT IONS Giving primarily in the U.S. No support for political organizations, international activities, programs or institutions concerned solely with specific chronic conditions or basic biomedical research. No grants to individuals, or for ongoing general operating expenses, endowment funds, capital costs, including construction, renovation, or equipment, or research on unapproved drug therapies or devices, end-of-life care, long-term care or for physical activity for adults age 50 or older.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $11,399,650,000 $365,245,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $481,899,000 Qualifying Distributions: $365,245,000
Giving Activities include: $365,245,000 for grants $42,951,000 for foundation-administered programs $4,125,000 for loans/program-related investments
Who's Who See who can introduce you to someone at The Robert Wood Johnson Foundation
Officers and Trustees (33) Staff (99) Roger S. Fine Chair. and Trustee David Adler Sr. Prog . Off. Risa Laviz z o-Mourey, MD C.E.O. and Pres. and Trustee Thomas Andruszewski Sr. Grants Admin. Richard E. Besser C.E.O. and Pres. Deborah H. Bae Sr. Prog. Off., Health Care Robin E. Mockenhaupt Chief of Staff Jamie B. Bussel Prog . Off., Health James S. Marks Exec. V.P. Joseph P. Calabrese Dir., Philanthropy App. and Analytics John R. Lumpkin, MD Sr. V.P. and Dir., Health Care Group Abbey K. Cofsky Managing Dir., Prog. David C. Colby, Ph.D V.P., Research and Evaluation Denise A. Davis Prog. Off., Health Care Katherine Hatton V.P., Secy., and Genl. Counsel Nancy Wieler Fishman Sr. Prog . Off. Charles "Robin" Hog en V.P., Communications Claire B. Gibbons Prog. Off. David L. Waldman V.P., Human Resources and Admin. John Govea Sr. Prog . Off., Health Albert O. Shar, Ph.D V.P., Inf. Tech. Lori K. Grubstein Prog. Off., Health Care Brian S. O'Neil C.I.O. Jasmine N. Hall Ratliff Prog . Off., Health Peg g i Einhorn C.F.O. and Treas. Kate Sullivan Hare Dir., Policy Outreach and Public Affairs William Roell Cont. Susan B. Hassmiller Sr. Advisor for Nursing Patricia A. Gabow, MD Katherine Hempstead Sr. Prog. Off., Research and Evaluation Peter R. Orszag Sofia Kounelias Grants Admin. Phyllis M. Wise David M. Krol Team Dir. and Sr. Prog. Off., Health Care Linda Burnes Bolton Paul Kuehnert Sr. Prog. Off. and Dir., Public Health Allan S. Bufferd Laura C. Le viton Special Advisor for Evaluation Brenda S. Davis Alexis D. Levy Comms. Off. Charles D. Ellis, Ph.D., M.B.A Joe Marx Sr. Comms Off. Julio Frank Angela K. McGowan Sr. Prog . Off., Health William H. Frist, MD Molly McKaug han Dir. Research Resources Kathryn S. Fuller Lori A. Melichar Sr. Prog . Off. Thomas M. Gorrie, Ph.D Susan R. Mende Sr. Prog. Off., Health Care Joann Heffernan Heisen Linda Wrig ht Moore Sr. Comms Off. Jeffrey P. Koplan Kristine Nasto Dir., Foundation Svcs. Ralph S. Larsen Marco V. Navarro Sr. Prog . Off. Robert Litterman Tracy Orleans Sr. Prog. Off. and Sr. Scientist Willard D. Nielsen Michael W. Painter Sr. Prog. Off., Health Care A. Eugene Washington, M.D., M.Sc. Herminia Palacio Dir. and Sr. Prog. Off., Human Capital and Leadership Leah McCall Devlin Marjorie A. Paloma Prog. Off. Donald Schwarz V.P., Prog . Debra J. Perez Policy Adv., Health, and Sr. Prog. Off. Christine Phares Grants Admin. Daniela M. Phayme Grants Admin. Dwayne C. Proctor Team Dir. and Sr. Prog. Off., Health
Mentoring Program Funding Source Report 69 Susan D. Promislo Sr. Comms. Off. Brian C. Quinn Prog. Off. Sharon Z. Roe rty Sr. Prog . Off., Health Pamela G. Russo Sr. Prog . Off., Health Kristin B. Schubert Sr. Prog . Off., Health Maisha E. Simmons Prog . Off., Health Paul Tarini Sr. Prog. Off., Health Care Kathryn A. Thomas Sr. Comms Off. Anne F. Weiss Team Dir. and Sr. Prog. Off., Health Care Hope A. Woodhead Dir., Production and Creative Svc(s). We ndy L. Yallowitz Prog . Off., Health Joann Baquilod Grants Admin. Sallie Anne George Prog. Off., Health Care Robert Graham Dir., Aligning Forces for Quality (AF4Q) Bre nda L. Henry Prog. Off. Rona Smyth Henry Dir., Staff Devel. Andrew D. Hyman Team Dir. and Sr. Prog. Off., Health Care Maryjoan D. Ladden Sr. Prog. Off., Health Care Jane Issacs Lowe Team Dir. and Sr. Prog Off., Health Kris McDaid Dir., Applications and Web Tech. Jame s L. Mendez Grants Admin. Jan A. Mihalow Grants Admin. Janic e A. Opalski Dir., Fin. Monitoring Off. T om J. Rave n Dir., Prog. Service Ctr. Lois Shevlin Sr. Grants Admin. Stephen A. Theisen Grants Admin. Naima T. Wong Prog. Off. Katrina E. Badger Prog. Assoc. Victoria K. Brown Sr. Prog . Off. Paul Cheh Prog. Assoc. Andrea Daitz Prog. Assoc. Martha B. Davis Sr. Prog . Off. Andrea M. Ducas Prog. Off. Vanessa I. Farrell Prog. Assoc. Emily Hall Ganos Prog. Off. Hilary Heishman Prog. Off. Sadia Kalam Prog. Assoc. Meshie D. Knight Prog. Assoc. Quiana J. Le wis Prog. Assoc. Paul L. Keuhnert Asst. V.P., Prog . Giridhar G. Mallya Sr. Policy Off. Catherine J. Malone Prog. Off. Kaitlyn W. Meirs Prog. Assoc. Susan R. Mende Sr. Prog . Off. Melissa R. Nahm Prog. Assoc. Marco V. Navarro Sr. Prog . Off. Jennifer M. Ng 'andu Sr. Prog . Off. Tara Oakman Sr. Prog . Off. Marjorie A. Paloma Prog. Dir. Shuma R. Panse Sr. Prog . Off. Matt W. Pierce Prog. Off. Dwayne C. Proctor Prog. Dir. and Sr. Advisor Jasmine N. Hall Ratliff Prog. Off. Sharon Z. Roe rty Sr. Prog . Off. Pamela G. Russo Sr. Prog . Off. Kristin B. Schubert Managing Dir., Prog. Maisha E. Simmons Sr. Prog . Off. Amy B. Slonim Sr. Prog . Off. Monica H. Vinluan Sr. Prog . Off. Katie E. Wehr Prog. Off. Anne F. Weiss Managing Dir., Prog. J. Michael White Prog. Assoc. We ndy L. Yallowitz Deputy Dir. and Prog. Off.
Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Robert Wood Johns on‡
The Robert Wood Johnson Foundation Independent foundation EIN 226029397 LOCATION CONTACT INFORMATION BRIDGE NUMBER 2202239463 50 College Rd., East, P.O. Box 2316 Telephone: (609) 627-6000
70 Mentoring Program Funding Source Report PUBLICATIONS Princeton, NJ United States 08540-6672 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: www.rwjf.org Annual report County: Mercer Financial statement Metropolitan area: Trenton, NJ Grants list Congressional district: New Jersey District 12
MEMBERS HIPS Reg ional Associations of Grantmakers Council of New Jersey Grantmakers Philanthropy Network Greater Philadelphia Texas Grantmakers Health and Human Services
Affinity Groups Consortium of Foundation Libraries Grantmakers in Aging Funders Together to End Homelessness Inc Grantmakers in Health Grantmakers for Children, Youth and Families Mission Investors Exchange Grantmakers for Effective Organizations Social Enterprise Alliance Inc The Funders' Network for Smart Growth and Livable Communities The Philanthropy Roundtable
Associations and Other Philanthropic Organizations Candid Grantmakers in Aging
Mentoring Program Funding Source Report 71 The Stephen A. and Diana L. Goldberg Foundation, Inc. Bethesda, MD, United States | (240) 479-7900
Funding Interests SUBJECT S Arts and culture, Child welfare, Children's hospital care, Christianity, Diseases and conditions, Education, Elementary and secondary education, Family services, Foundations, Health, Health care administration and financing, Higher education, Hospital care, Human rights, Human services, In-patient medical care, Legal services, Medical specialties, Museums, Nonprofits, Pediatrics, Philanthropy, Public affairs, Reproductive health care, Specialty hospital care, Youth development
GEOGRAPHIC FOCUS National, Montana, New York, District of Columbia, Rhode Island, Nigeria, Iraq, Afghanistan, Congo, Democratic Republic of the, South Sudan, Maryland, Bosnia and Herzegovina, Israel, Rwanda, Kosovo
POPULATION Academics, Children and youth, Economically disadvantaged people, Low-income people, Students GROUPS SUPPORT Annual campaigns, Capital and infrastructure, Capital campaigns, Continuing support, Endowments, General support, STRATEGIES Professorships, Program support, Regranting, Research, Research and evaluation, Scholarships TRANSACTION TYPES Matching grants
ORGANIZAT ION Associations, Judaic institutions, Public charities TYPES
About Purpose and Activities Support primarily for children's health care and development; giving also for the arts, the environment, civil rights, and public affairs.
Backg round Established in 1994 in DE
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) The Onerva Laine Miller Charitable Trust Bethes da, MD - Health, Education, Community Development, Arts and Culture, Recreation The Allbritton Foundation Houston, TX - Education, Health, Arts and Culture, Community Development, Medical Research Aron Family Foundation Chevy Chase, MD - Health, Arts and Culture, Community Development, Education, Agriculture/Food The BGR Foundation, Inc. Washing ton, DC - Health, Community Development, Education, Arts and Culture, Recreation Vradenburg Foundation Washing ton, DC - Education, Health, Arts and Culture, Community Development, Animals/Wildlife Marshall B. Coyne Foundation, Inc. Washing ton, DC - Arts and Culture, Health, Community Development, Education, Medical Research
Applications/RFPs Application form not required. Initial Approach: Proposal Deadline(s): None GIVING LIMIT AT IONS Giving on a national basis, with some emphasis on NY, RI, MT, and Washington, DC.
Financials FOR FISCAL YEAR ENDED 2018-12-31 $862 $1,601,000 Gifts Received: $1,600,000 TOTAL ASSETS T OT AL GIVING Expenditures: $1,603,568 Qualifying Distributions: $1,601,000
Giving Activities include: $1,601,000 for grants
Who's Who See who can introduce you to someone at The Stephen A. and Diana L. Goldberg Foundation, Inc.
Officers (6) Donors (3)
72 Mentoring Program Funding Source Report Stephen A Goldberg PRESIDENT Note: If a donor is deceased, the symbol (‡) follows the name. Diana L Goldberg VICE PRESIDENT Stephen Goldberg Brian L Goldberg DIRECTOR Diana Goldberg Stuart W Goldberg DIRECTOR Diana Goldberg Lauren B Goldberg DIRECTOR Martin J Kirsch SECRETARY
T he Stephen A. and Diana L. Goldberg Foundation, Inc. Family foundation
EIN 510326473 LOCATION CONTACT INFORMATION BRIDGE NUMBER 4787456942 7220 Wisconsin Avenue Ste 200 200 Telephone: (240) 479-7900 Bethesda, MD United States 20814 ADDITIONAL LOCATION INFORMATION County: Montgomery Metropolitan area: Washington-Arlington- Alexandria, DC-VA-MD-WV Congressional district: Maryland District 08
Mentoring Program Funding Source Report 73 Toyota USA Foundation Plano, T X, United States | www.toyota.com | 4692924616 | [email protected]
Funding Interests SUBJECT S Arts and culture, Business and industry, Community improvement, Economic development, Education, Education services, Elementary and secondary education, Engineering, Environment, Graduate and professional education, Higher education, Human rights, Job creation and workforce development, Job training, Manufacturing, Mathematics, Museums, Natural resources, Science, STEM education, Student services, Technology, Youth development, Youth services
GEOGRAPHIC FOCUS National, Michigan, Texas, California, New York, District of Columbia
POPULATION Academics, Children and youth, Ethnic and racial groups, Students, Women and girls GROUPS SUPPORT Continuing support, Curriculum development, Equipment, Program evaluations, Program support STRATEGIES
Related Organizations
Affiliated Company: Toyota Motor Engineering and Manufacturing North America, Inc. Other philanthropic organizations affiliated with Toyota Motor Engineering and Manufacturing North America, Inc.: Toyota Motor Engineering & Manufacturing Scholarship Foundation, Inc.
About Purpose and Activities The foundation supports organizations involved with K-12 education. Special emphasis is directed toward math, science, and environmental science.
Backg round Established in 1987 in CA
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) American Honda Foundation Torrance, CA - Education, Mental Health/Cris is Services, Environment, Community Development, Recreation Shelby Cullom Davis Charitable Fund Wilming ton, DE - Education, Environment, Arts and Culture, International/Foreig n Affairs, Philanthropy/Voluntaris m The Andrew W. Mellon Foundation New York City, NY - Education, Arts and Culture, Medical Research, Health Organizations, Environment Michael and Andrea Leven Family Foundation Wilming ton, DE - Education, Philanthropy/Voluntaris m, Health Organizations, International/Foreig n Affairs, Recreation The Jain Foundation, Inc. Seattle, WA - Education, Health, Mental Health/Cris is Services University Industry Research Corp. Wakefield, MA - Education, Medical Research, Arts and Culture, Mental Health/Cris is Services, Environment
Applications/RFPs Faxed, mailed, or e-mailed applications will not be accepted. A full proposal may be requested at a later date. The foundation will not consider requests from previous grantees for the same or new program until two years following grant completion Application form required. Applicants should submit the following : 1. Plans for acknowledgement 2. Copy of current year's organizational budget and/or project budget 3. Copy of IRS Determination Letter 4. Geographic area to be served 5. Brief history of organization and description of its mission 6. Name, address and phone number of organization 7. Population served 8. Detailed description of project and amount of funding requested
Initial Approach: Complete online application Board meeting date(s): Twice per year Deadline(s): None Final notification: Up to 6 months
74 Mentoring Program Funding Source Report GIVING LIMIT AT IONS Giving on a national basis. No support for discriminatory organizations, government agencies, private or public K-12 schools, religious, fraternal, or lobbying organizations, or political parties or candidates. No grants to individuals, or for general operating support, annual campaigns, or debt reduction, endowments, capital campaigns, fundraising events, or construction or equipment, conferences, meals, or travel, or publication subsidies, advertising, or mass mailings, or sports team sponsorships; no vehicle donations .
Financials FOR FISCAL YEAR ENDED 2018-06-30 $105,129,354 $5,200,000 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $4,054,706 Qualifying Distributions: $5,358,581
Giving Activities include: $5,200,000 for grants
Who's Who See who can introduce you to someone at Toyota USA Foundation
Officers (13) Donors (2) Mike Goss President & Director Note: If a donor is deceased, the symbol (‡) follows the name. Martin Smith Secretary Toyota Motor Sales, U.S.A., Inc. Naoki Kojima Treasurer & Director Toyota Motor Manufacturing North America, Inc. Norm Bafunno Director Kevin Butt Director Sandy Lobenstein Director Jeff Makarewicz Director Al Smith Director Tom Trisdale Director Terri Von Lehmden Director Julia Wada Director Steve Lurie Director (thru 02, 18) Chuck Brown Director (thru 04, 18)
Toyota USA Foundation Company-sponsored foundation
EIN 953255038 LOCATION CONTACT INFORMATION BRIDGE NUMBER 5642665916 6565 Headquarters Drive No W1-3C Telephone: 4692924616 PUBLICATIONS Plano, TX United States 75024 E-mail: [email protected] Application guidelines ADDITIONAL LOCATION INFORMATION URL: www.toyota.com Grants list County: Collin ADDITIONAL CONTACT INFORMATION Metropolitan area: Dallas-Fort Worth-Arlington, Additional address: 601 Lexington Ave., 49th TX Fl., New York, NY 10022, tel.: (212) 715-7486 Congressional district: Texas District 03
Mentoring Program Funding Source Report 75 Verizon Foundation
Basking Ridg e, NJ, United States | www.verizon.com/about/verizon-foundation
Funding Interests SUBJECT S Applications software, Arts and culture, Asthma, Basic and emergency aid, Child welfare, Christianity, Computer science, Diabetes, Disaster relief, Diseases and conditions, Domestic violence, Domestic violence shelters, Domesticated animals, E- learning, Education, Education services, Elementary and secondary education, Health, Higher education, Human services, In- patient medical care, Middle school education, Mobile communications, Parent education, Preventive care, Public libraries, Reading promotion, Science, Shelter and residential care, Special population support, Sports, STEM education, Technology, University education, Youth development
GEOGRAPHIC FOCUS National, New Jersey, Virginia, New York, California, Minnesota, Massachusetts, Israel, Pennsylvania, Texas, India
POPULATION Academics, Children, Children and youth, Economically disadvantaged people, Girls, Low-income people, Seniors, Students, GROUPS Women and girls SUPPORT Capital and infrastructure, Curriculum development, Equipment, Financial sustainability, Fundraising, General support, STRATEGIES Information and Referral, Program support, Regranting, Research, Research and evaluation, Scholarships, Sponsorships, Technical assistance
TRANSACTION TYPES Cash grants, Employee matching gifts, Employee volunteer services
Related Organizations
Affiliated Company: Verizon Communications Inc.
About Purpose and Activities The foundation supports programs designed to promote literacy and STEM education for K-12 youth and and domestic violence education and prevention for youth, women, and older adults. Special emphasis is directed toward serving underserved communities.
Backg round Established in 1985 in NY
Prog ram Areas (7) Disaster Relief Incentive Program (DRIP) The foundation matches contributions made by employees of Verizon to disaster relief organizations for natural disasters including floods, hurricanes, fires, and other extraordinary human disaster events on a one-for-one basis up to $1,000 per employee, per year. This program is activated in times of natural disaster and other events.
Matching Incentive Program (MIP) The foundation matches contributions made by employees and retirees of Verizon to nonprofit organizations involved with arts and culture, education, the environment, health, and human services on a one-for-one basis from $25 to $1,000 per employee, per year and to institutions of higher education from $25 to $5,000 per employee or retiree, per year.
Team Fundraising Program The foundation matches funds raised by teams of ten or more eligible employees for nonprofit organizations involved with education, healthcare, and sustainability, up to $10,000 per team, per event.
Verizon Innovative Learning The foundation, in collaboration with engineers, educators and curriculum designers, provides free technology, access, and curriculum to under-served middle schoolers across the nation with emphasis on STEM (science, technology, engineering and math) instruction, exposure to emerging technologies, and bridging the digital divide.
Veriz on Mobile Learning Academy The foundation, in partnership with the International Society for Technology in Education (ISTE) and the John Hopkins University's Center for Technology and Education, provides a free 10-week course for select K-12 schools that are committed to reshaping education. The program includes an individual workload of about 2.5 hours per week over 10 weeks; completion of at least eight group assignments, including a capstone project; and active participation in the VMLA Google+ community. Visit https://id.iste.org/resources/verizon-mobile-learning-academy for more information.
Verizon Scholarship Program The foundation annually awards up to 250 four-year $5,000 college scholarships to high school seniors who are children of employees of Verizon. The program is administered by Scholarship America, Inc.
Volunteer Incentive Program (VIP) The foundation awards $750 grants to nonprofit organizations with which employees of Verizon volunteer 50 hours or more.
76 Mentoring Program Funding Source Report Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) GE Foundation Fairfield, CT - Education, Community Development, Health, Arts and Culture, Animals/Wildlife The Bank of America Charitable Foundation, Inc. Charlotte, NC - Community Development, Education, Health, Recreation, Arts and Culture The Scholarship Foundation Cherry Hill, NJ - Education, Human Services, Mental Health/Cris is Services, Arts and Culture, Health C. R. Bard Foundation, Inc. Murray Hill, NJ - Health, Community Development, Education, Recreation, Animals/Wildlife The Darla Dee Turling ton Charitable Foundation Palm Coast, FL - Health, Human Services, Philanthropy/Voluntaris m, Community Development, Education Aon Foundation Chicag o, IL - Health, Community Development, Education, Arts and Culture, Recreation
Applications/RFPs Grant applications are by invitation only. Prospective applicants should contact a local community relations manager to inquire about eligibility Application form not required. Initial Approach: Contact local community relations manager via email Board meeting date(s): Annually GIVING LIMIT AT IONS Giving on a national basis, with emphasis on CA, MA, MN, NJ, NY, and VA. No support for private charities or foundations, religious organizations not of direct benefit to the entire community, religious organizations duplicating the work of other organizations in the same community, political candidates or organizations, discriminatory organizations, or lobbying organizations. No grants to individuals (except for employee-related scholarships), or for political causes or campaigns, endowments or capital campaigns, sports sponsorships, film, music, television, video, or media production or broadcast underwriting, research studies (unless related to projects already being supported by Verizon), performing arts tours, trade association memberships, or field trips for secondary or elementary schools; no product donations.
Financials FOR FISCAL YEAR ENDED 2017-12-31 $65,462,164 $37,569,790 Gifts Received: $54,894,347 TOTAL ASSETS T OT AL GIVING Expenditures: $45,467,470 Qualifying Distributions: $46,262,555
Giving Activities include: $37,569,790 for grants
Who's Who See who can introduce you to someone at Verizon Foundation
Officers and Directors (8) Staff (4) Ros e Stuc ky Kirk Pres. Justina Nixon-Saintil Dir., Corporate Social Resp. Lowell C. McAdam Chair. and Dir. Catherine Pack Mgr., Verizon Innovative Learning Schools Diego Scotti Vice-Chair. and Secy. Michelle W. Joseph Mgr., Education and Healthcare Kee Chan Sin V.P. and Treas. Melody Brown Prog. Mgr. Monty W. Garret V.P. and Cont. David L. Beik C.I.O. Donors (2) Tracy Krause V.P. and Cont. Note: If a donor is deceased, the symbol (‡) follows the name. Rima Qureshi Dir. Exchange Indemnity Company Verizon Communications, Inc.
Verizon Foundation Company-sponsored foundation
EIN 133319048 LOCATION CONTACT INFORMATION BRIDGE NUMBER 3400066108 1 Verizon Way Fax: (908) 630-2660 PUBLICATIONS Basking Ridge, NJ United States 07920-1025 URL: www.verizon.com/about/verizon- Application guidelines ADDITIONAL LOCATION INFORMATION foundation Financial statement County: Somerset Informational brochure (including application Metropolitan area: New York-Newark-Jersey guidelines) City, NY-NJ-PA Prog ram policy statement Congressional district: New Jersey District 07
MEMBERS HIPS Reg ional Associations of Grantmakers Grantmakers Council of Rhode Island
Affinity Groups
Mentoring Program Funding Source Report 77 Association of Corporate Contributions Professionals
Associations and Other Philanthropic Organizations Association of Corporate Contributions Professionals
78 Mentoring Program Funding Source Report W.K. Kellogg Foundation Battle Creek, MI, United States | www.wkkf.org | 2699681611
Funding Interests SUBJECT S Agriculture, Antidiscrimination, Business and industry, Community and economic development, Community improvement, Diseases and conditions, Early childhood education, Economic development, Education, Elementary and secondary education, Elementary education, Ethnic and racial minority rights, Family services, Foundations, Health, Higher education, Human services, Immigrant services, Leadership development, Nonprofits, Philanthropy, Public policy, Rural development, Secondary education, Sustainable development, Voluntarism, Youth organizing, Youth services
GEOGRAPHIC FOCUS National, International, New Mexico, Mississippi, Michigan, Louisiana, Brazil, Haiti, Mexico, Southern Africa, California, South Africa
POPULATION Adolescents, American Indians, Children, Children and youth, Economically disadvantaged people, Ethnic and racial groups, GROUPS Immigrants and migrants, Indigenous peoples, Infants and toddlers, Low-income people, People of African descent, People of Asian descent, People of Caribbean descent, People of Latin American descent, People of South American descent, Single parents
SUPPORT Fellowships, General support, Participatory grantmaking, Program evaluations, Program support, Seed money, Systems STRATEGIES reform, Technical assistance, Translation TRANSACTION TYPES Employee matching gifts, Matching grants, Mission-related investments, Program-related investments
ORGANIZAT ION Associations TYPES
About Purpose and Activities The W.K. Kellogg Foundation supports children, families, and communities as they strengthen and create conditions that propel vulnerable children to achieve success as individuals and as contributors to the larger community and society. The foundation's work is carried out by partners and programs that help it achieve its three organizational goals and embody its commitments to community and civic engagement, and to racial equity. The three goals are: 1) Educated kids: Success by third grade. Increase the number of children who are reading-and-math proficient by third grade; 2) Healthy Kids: Healthy birth weight and optimal development. Increase the number of children born at a healthy birth weight and who receive the care and healthy food they need for optimal development; and 3) Secure Families: Children and families at 200 percent above poverty. Increase the number of children and families living at least 200 percent above the poverty level.
Backg round Incorporated in 1930 in MI - Founded in 1930 as an independent, private foundation by breakfast cereal pioneer, Will Keith Kellogg, the W.K. Kellogg Foundation (WKKF) is among the largest philanthropic foundations in the United States. Guided by the belief that all children should have an equal opportunity to thrive, WKKF works with communities to create conditions for vulnerable children so they can realize their full potential in school, work and life. The Kellogg Foundation is based in Battle Creek, Mich., and works throughout the United States and internationally, as well as with sovereign tribes. Special emphasis is paid to priority places where there are high concentrations of poverty and where children face significant barriers to success. WKKF priority places in the U.S. are in Michigan, Mississippi, New Mexico and New Orleans; and internationally, are in Mexico and Haiti. 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 (11) Community and Civic Engagement The foundation believes that people have an inherent capacity to solve their own problems and that social transformation is within reach for all communities. The foundation partners with those committed to increasing public and community participation in improving the lives of vulnerable children, families and communities. The foundation amplifies voices by supporting dialogue, leadership development and new models of organizing. It seeks to accelerate philanthropy that grows giving and promotes community-led innovation. And, WKKF is committed to help build a stronger, more effective and responsive nonprofit sector.
Community Leadership Network Fellowship The fellowship targets individuals who can be transformative social change agents in their communities so that vulnerable children and their families can achieve optimal health and well-being, academic achievement and financial security. Embedded in this effort are the foundation’s two approaches to all its work: community and civic engagement and racial equity and healing. Selected fellow will spend three years honing leadership skills and sharing their experiences with a cohort of developing leaders. A total of 100 fellows will be equitably selected from the foundation’s U.S. priority places – Michigan, Mississippi, New Mexico and New Orleans – and will do their work from there. Another 20 fellows will be selected to function as a national cohort whose work will focus on racial healing and equity.
Education and Learning All children need the support of parents, caretakers and the community to ensure their optimal development for success in school, work and life. WKKF partners with organizations focused on early childhood education to ensure that children arrive prepared and ready to learn in kindergarten and to achieve early success by the third grade. This work is accomplished through parental and family engagement; effective teaching; comprehensive bundled services
Mentoring Program Funding Source Report 79 where programs, practices, policies, partners, networks and systems are aligned to ensure effectiveness; and efforts to achieve racial equity in education and learning .
Employee Matching Gifts The foundation matches gifts of all full-time employees, officers, trustees, and retired employees to eligible organizations having status as a public institution under Section 501(c)(3) and 509(a) of the Internal Revenue Code and foreign charitable organizations determined equivalent to a U.S. Section 501(c)(3) and 509(a) organization. This includes schools, government units, hospital or medical research facilities, religious organizations, and public-supported charities. Only direct gifts of cash or marketable securities to the charity by an eligible donor will be matched. The minimum gift is $25 and the maximum is $100,000 per eligible donor per calendar year. The maximum total corporate payout per employee, per year is $200,000. Gifts are matched on a two-to-one ratio. Contributions by the foundation may not be used to provide personal benefits to, or to discharge a pledge or other legal obligation of, the donor. Similarly, contributions by a donor that provide personal benefits to the donor or other person such as payments of tuition, membership dues, subscriptions, and other similar fees, are not eligible for matching grants by the foundation.
Family Economic Security The foundation works to ensure that all families have opportunities to achieve economic security and provide stable environments for their children's optimal development. The foundation supports organizations and programs that: increase families' capability to accumulate and more effectively manage financial resources; align and strengthen industry employer training partnerships to create more quality jobs; and strengthen and integrate whole child and family support systems. The foundation recognizes that a family's primary needs must be addressed to create pathways out of poverty for children and support efforts that reduce inequities based on class, gender and race.
Food, Health and Well-Being All children deserve good food, stimulation, nurturing and safe living environments and access to quality health care. The foundation helps children get a healthy start by supporting partners that: work to support mothers' and families' health throughout their lives; improve access to perinatal care systems and increase breastfeeding rates; and transform food systems so children and families gain more access to healthy foods in child care settings, schools and in their communities. Through grantmaking, policy and advocacy efforts, the foundation's focus is on the interrelated social determinants of health, especially for those disadvantaged by multiple societal factors, a disproportionate percentage of whom are children of color.
Grants to Individuals Prog ram Fellowships to merging and established leaders for leadership development with a focus on improving conditions for vulnerable children.
International The foundation remains focused on supporting organizations and programs in Latin America, the Caribbean, northeastern Brazil and southern Africa that work to boost education and nutrition; reduce domestic violence and child abuse; increase community engagement and action; and build meaningful partnerships to propel vulnerable children and their families to success.
Priority Places As a general guideline, the foundation allocates more than 90 percent of its funding each year to the United States. The foundation targets just over half of their budgeted domestic dollars to the following priority places: Michigan, Mississippi, New Mexico and New Orleans. The remaining domestic funds are spread across the U.S. in urban, suburban and rural communities.
Program-Related Investment PRIs are typically below market rate investments to organizations that align with the foundation’s mission to improve the lives of vulnerable children and their families. The Kellogg Foundation defines PRIs separately from its mission-driven investment (MDI) program.
Racial Equity The foundation envisions a nation where Americans embrace our common humanity and children of every race and ethnicity have equal opportunities to thrive. The foundation seeks to remove structural barriers and to overcome unconscious bias to create equitable opportunities for all children. It supports community-based and national organizations whose innovative and effective programs foster racial healing, and through action-oriented research and public policy work, translate insights into new strategies and sustainable solutions.
Other Funders to Consider Based on similar patterns of giving (subject area, geog raphic area served and grant amounts ) Charles Stewart Mott Foundation Flint, MI - Recreation, Agriculture/Food, Education, Animals/Wildlife, Environment The Kresge Foundation Troy, MI - Recreation, Arts and Culture, Community Development, Health, Environment Jim Casey Youth Opportunities Initiative, Inc. St. Louis, MO - Community Development, Employment, Civil/Human Rights, Philanthropy/Voluntaris m, Health Arcus Foundation New York City, NY - Civil/Human Rights, Environment, Community Development, Human Services, Agriculture/Food The Robert Wood Johnson Foundation Princeton, NJ - Health, Community Development, Education, Recreation, Employment Alfred P. Sloan Foundation New York City, NY - Mental Health/Cris is Services, Education, Health Organizations, Recreation, Medical Research
Applications/RFPs The foundation requires all proposals to be submitted online via its website. No funds directly to individuals. Funding is limited to the United States (with priority funding in Michigan, Mississippi, New Mexico and New Orleans), two micro-regions in southern Mexico and two micro-regions in Haiti. Unsolicited proposals are not currently being accepted for the southern Africa and northeastern Brazil. In general, it does not provide funding for operational phases of established programs, capital requests (which includes the construction, purchase, renovation, and/or furnishing of facilities), equipment, conferences and workshops, scholarships or tuition assistance, films, television and/or radio programs, endowments, development campaigns, or research/studies unless they are an integral part of a larger program budget being considered for funding Application form required. Initial Approach: Online submission is required. For additional questions, contact the Central Proposal Processing office at (269) 969-2329 Copies of proposal: 1
80 Mentoring Program Funding Source Report Board meeting date(s): Monthly Deadline(s): None Final notification: 45 days Applications accepted in the following lang uag e(s): English; Portuguese; Spanish; Creole Additional information: The foundation is primarily funding new and innovative systems/community change and early childhood learning and development programs to improve the lives of vulnerable children, ages 0-8. In addition to poverty, these children face at least one other compounding factor, such as race, ethnicity, or a household headed by a single mother. The foundation also has a small focus on asset development for the single mothers of these children to help lift their family to 200 percent above the current Health and Human Services poverty guidelines. A Frequently Asked Questions section on the foundation's web site can likewise answer many of the general questions you may have regarding the foundation and our funding process. GIVING LIMIT AT IONS Giving primarily in the U.S., with emphases on Michigan, Mississippi, New Mexico and New Orleans, LA, funding also for programs in Mexico, Haiti, northeastern Brazil and southern Africa. No support for religious purposes or for capital facilities. No grants to individuals (except for fellowship), or for scholarships, endowment funds, development campaigns, films, equipment, publications, conferences, or radio and television programs unless they are an integral part of a project already being funded; no grants for operating budgets.
Financials FOR FISCAL YEAR ENDED 2018-08-31 $8,604,726,112 $345,059,463 Gifts Received: N/A TOTAL ASSETS T OT AL GIVING Expenditures: $423,565,621 Qualifying Distributions: $345,059,463
Giving Activities include: $345,059,463 for grants
Who's Who See who can introduce you to someone at W.K. Kellogg Foundation
Officers and Trustees (24) Donors (3) Bobby Moser Chair. and Trustee Note: If a donor is deceased, the symbol (‡) follows the name. La June Montgomery-Tabron C.E.O. and Pres. W.K. Kellogg ‡ Richard M. Tsoumas Chair. and Trustee W.K. Kellogg Foundation Trust Linh C. Nguyen C.O.O. Carrie Staines Kellogg Trust Ross Comstock V.P., Technology and Information Systems Donald G. Williamson V.P., Finance and Treas. Joel R. Wittenberg V.P. and C.I.O. Dianna Langenburg V.P., Talent and HR James E. McHale V.P., Prog . Strateg y Carla D. Thompson V.P., Prog . Strateg y Cindy Smith V.P., Integrated Services Alandra Washing ton V.P., Quality and Organizational Effectiveness Celeste A. Clark Roderick D. Gillum Cynthia H. Millig an Ramon Murguia Joseph Scantlebur V.P., Prog . Strateg y Barbara Ferrer Chief Strategy Off. Kathryn A. Kre c kle General Counsel and Corp. Secy. Fred P. Keller Hanmin Liu Mary B. Cohen V.P., Comms. Khan Nedd Joseph M. Stewart
W.K. Kellogg Foundation Independent foundation
EIN 381359264 LOCATION CONTACT INFORMATION BRIDGE NUMBER 4126165408 One Michigan Ave., E. Telephone: 2699681611 PUBLICATIONS Battle Creek, MI United States 49017-4005 URL: www.wkkf.org Annual report ADDITIONAL LOCATION INFORMATION ADDITIONAL CONTACT INFORMATION Financial statement County: Calhoun Fellowship application URL: Grants list Metropolitan area: Battle Creek, MI http://www.wkkf.org /leaders hip Congressional district: Michigan District 03
MEMBERS HIPS Reg ional Associations of Grantmakers
Mentoring Program Funding Source Report 81 Minnesota Council on Foundations Northern California Grantmakers Philanthropy Ohio
Affinity Groups Asian Americans/Pacific Islanders in Philanthropy, Grantmakers for Education Inc. Grantmakers for Effective Organizations Association of Black Foundation Executives, Inc. Grassroots Grantmakers Consultative Group on Biological Diversity Hispanics in Philanthropy Emerging Practitioners in Philanthropy Mission Investors Exchange Grantmakers Concerned with Immigrants and National Alliance for Hispanic Health Refugees Native Americans in Philanthropy Grantmakers for Children, Youth and Families Peak Grantmaking, Inc. Philanthropy for Active Civic Engagement Sustainable Agriculture and Food Systems Funders / NVF Technology Affinity Group The Funders' Network for Smart Growth and Livable Communities
Associations and Other Philanthropic Organizations Candid Michigan Nonprofit Association Hispanics in Philanthropy Philanthropy for Active Civic Engagement Sustainable Agriculture and Food Systems Funders / NVF
82 Mentoring Program Funding Source Report