9The Heinz Endowments 2009 Annual Report
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09The Heinz Endowments 2009 Annual Report Table of Contents Message 2 Financial Summary 3 2009 Grants 4 History 13 Board and Staff 14 message By Robert F. Vagt President, The Heinz Endowments 2 When the history of the greatest economic downturn in the United States since the Great Depression is written, 2009 and much of 2010 will be recorded as the painful transition period between financial freefall and a return to financial stability. Government and private-sector financial experts pick in a similar re-examination and re-focusing on essential through economic reports on employment numbers to gross grant-making goals and the strategies employed to realize them. domestic product values to personal income status to Across our five program areas, difficult decisions were determine when economic recovery has begun and at what made to cut back or cut out completely in some strategy areas. pace it is proceeding. However, a reliance on data points alone In two programs — Innovation Economy and Education — in determining the end of a recession can lead to a sharp that review work has led to the development of new areas of disconnect from those whose pain is ongoing and who see concentration and new strategies to support them. The review no signs of relief. prompted us to adopt financial management practices that A clear example of this was the mocking public reaction enabled flexibility to take advantage of fresh opportunities to the recent pronouncement by the National Bureau of while honoring long-term grant commitments. Economic Research that the recession officially ended in June As a result of all these actions, the Endowments was able 2009. Within hours of the release being posted on the bureau’s to make 340 grants totaling $40 million for 2009. website, the news had made its way to the late-night talk show But the story of the year in philanthropy only begins there. hosts’ comedy monologues. Politicians and pundits derided Using those funds, our grantees proved themselves exceedingly the finding as useful only for Wall Street, not Main Street. talented and remarkably adept at raising quality of life in the For those of us at The Heinz Endowments, the official region during a period of lowered expectations. declaration of recovery has been even more difficult to Highlights of the year’s accomplishments include the embrace, since so many of our grantees deliver programs and opening of the August Wilson Center for African American services that are among the most vulnerable in an economic Culture; enhanced efforts to publicize the benefits of high- downturn. On the other hand, we would be irresponsible quality early childhood education and expand programs stewards of funds that elevate the quality of life for so many throughout the state; programs at area universities that prepare in southwestern Pennsylvania if we ignored trends pointing Pittsburgh Public Schools students to qualify for the Pittsburgh toward economic recovery and failed to plan and invest Promise tuition assistance program; planning efforts to accordingly. improve air quality in Pittsburgh; and programs to develop Through 2009 and much of 2010, we at the Endowments new strategies for regional economic growth. continued to do our best to balance these two extremes. To those who have done the hard daily work of moving We supported many grantees jeopardized by severe cuts in these and so many other worthy efforts forward in a period other revenue sources such as state and federal government when overall charitable support is diminished, we at the support. In other cases, we helped grantees examine their core Endowments can only offer our gratitude. In our planning for operations in the midst of significant budget challenges. Many a national recovery that will offer new opportunities for the scaled back on a range of activities in order to continue with Endowments to improve life for southwestern Pennsylvanians, essential services, while a few made the painful decision to turn we also will continue to be mindful that a recovery is not their missions over to more financially stable organizations. fully realized until every sector of our community is receiving At the Endowments, where we faced with the continuing its benefits. h effects of the drop in the value of our asset base, we engaged financial summary 3 Total Grants for 2009: $40 million By Program Area (in millions) Arts & Culture $4.2 Children, Youth & Families $7.2 Education $5.1 Environment $15.6 Innovation Economy $7.9 Historical Perspective: 2005 – 09 Total Approved 09 $40.0 Grants (in millions) 08 $74.7 07 $84.1 06 $57.2 05 $57.4 Total Net Assets 09 $1.4 (in billions) 08 $1.2 07 $1.6 06 $1.5 05 $1.4 The most recent certified financial statements and 990-PF forms are available on the Financials page of our Web site at www.heinz.org/about_financials.aspx. 2009 grants 4 Arts & Culture Cave Canem Foundation Gateway to the Arts Inc. Pew Charitable Trusts To support Cave Canem’s To take a contingent of arts For two-year support of the Afrika Yetu Inc. 14th annual retreat scheduled for education stakeholders to a national Pennsylvania Cultural Data For the Academy for Artistic June 21–28, 2009, at the University convention on systemic arts Project, 2010 –11 Excellence program of Pittsburgh at Greensburg education improvement $200,000 $25,000 $10,000 $18,500 Pittsburgh Cultural Trust Afrika Yetu Inc. Center of Life Greater Pittsburgh Arts Council For support of the Transformation For performance at Grey Box To support the K.R.U.N.K. For the Office of Public Art Project as part of the Trust’s Theatre on May 11, 2009 Movement programs for 2009 –10 25th Anniversary Celebration, $1,500 $25,000 $85,000 January 2009 –July 2010 $25,000 Afro-American Music Children’s Festival Chorus Greater Pittsburgh Arts Council Institute Inc. For three-year operating support, For operating support for 2009 –10 Pittsburgh Cultural Trust For the Berklee program 2009 –10 to 2011–12 $300,000 For 2010 operating support $50,000 $75,000 $850,000 Greater Pittsburgh Arts Council Associated Artists City of Pittsburgh For support of the “Pittsburgh is Pittsburgh Cultural Trust of Pittsburgh For the Public Art Master Plan Art” initiative and improvements Sponsorship of 25th Anniversary To support a staff position component of the City of to GPAC’s offices of the Pittsburgh Cultural Trust to manage the organization’s Pittsburgh’s Comprehensive Plan $15,000 on Oct. 10, 2009 centennial celebration $50,000 $25,000 $25,000 Jazz Workshop Inc. Communities in Schools of To support educational outreach Pittsburgh Film-Makers Inc. August Wilson Center for Pittsburgh-Allegheny County, Inc. programs and Jazz on the Steps For the creation of three large-scale African American Culture For support of the Hip Hop on $15,000 sculptures by artist Tim Kaulen for For 2009 –10 operating support L.O.C.K. project the 2009 Artist of the Year exhibition $200,000 $25,000 Mattress Factory at the Pittsburgh Center for the Arts For operating support for 2009 $8,000 August Wilson Center for Community Design Center African American Culture $100,000 of Pittsburgh Pittsburgh Irish and For the Pittsburgh Jazz Orchestra For general operating support Mid Atlantic Arts Foundation Classical Theatre Inc. performance at Grey Box Theatre in 2010 To support the grant making, To support programming and on May 11, 2009 $50,000 professional development for general operations $1,250 artists, and general operations $40,000 Dreams of Hope of PennPAT August Wilson Center for To provide artistic training and Pittsburgh Irish and African American Culture $525,000 performance opportunities Classical Theatre Inc. For funds to engage a financial $15,000 Multicultural Arts Initiative For debt reduction management consultant To support 2010 programs $45,000 $40,000 East Liberty Presbyterian Church $325,000 For support of an artist residency Pittsburgh New Music Ensemble Brew House Association with Staycee Pearl at the Hope New Hazlett Center for To support the 2009 season For building renovations Academy of Music and the Arts the Performing Arts $20,000 $25,000 $8,000 For 2009 –10 season support Pittsburgh Opera Theater Inc. Bricolage $50,000 Focus on Renewal Sto-Rox For support of the 2009 –10 season For performance at Grey Box Neighborhood Corp. Northside Coalition for $35,000 Theatre on May 11, 2009 To support children’s programming Fair Housing $1,000 at the Father Ryan Arts Center For support of a youth education Pittsburgh Youth Symphony summer project involving Orchestra Association Inc. Carnegie Institute $35,000 public art For three-year operating support, For one-year operating support for $15,000 2009 –10 to 2011–12 the Arts Education Collaborative $60,000 $350,000 Propel Schools Foundation Autumn House Press New Hazlett Center for the Renaissance and For funds to implement a pilot To support the Mon Valley Performing Arts Baroque Society Culturally Responsive Arts Literature Project For artist and production fees for For support of performances by Education program at two $9,500 David Mamet’s play “Glengarry Aulos Ensemble, Sept. 26, 2009; Propel School locations Glen Ross” by Barebones Apollo’s Fire, Nov. 7, 2009; and $120,000 Balmoral School of Productions, November 2009 Masques, Feb. 13, 2010 Highland Piping Inc. $11,000 $7,500 Romare Bearden Foundation For the St. Thomas’ Episcopal To support a symposium in School Pipe Band to perform at North Pittsburgh Civic Squonk Opera March 2010 in Pittsburgh the 2009 Balmoral Classic at Symphony To produce a new show in fall 2009 5 $50,000