Foundation Annual Reports

DAVID AND LUCILE PACKARD FOUNDATION
300 Second Street
Los Altos, Calif. 94022
(650) 948-7658
http://www.packard.org

Period covered:

Year ending December 31, 2001.

Purpose and areas of support: The foundation was established in 1964 by David Packard, co-founder of the Hewlett-Packard Company, and his wife, Lucile Salter Packard. Following Mr. Packard’s death in 1996, the foundation received an infusion of stock from his estate that, at the time, more than doubled its endowment.

In 2001, the foundation approved grants totaling $655,242,507 in the following programs: children, families, and communities received $303,241,551; population, $98,515,650; conservation, $93,554,372; science, $74,382,143; organizational effectiveness and philanthropy, $33,430,083; the arts, $14,921,301; and special areas, $37,197,407.

Dollars appropriated under the program on children, families, and communities support child health, child care and advocacy, youth development, and poverty alleviation, as well as efforts to reduce child abuse, domestic violence, and gun-related injuries. For example, Maternal and Child Health Access, in Los Angeles, received $250,000 for a project to document and remove barriers to enrollment in health insurance for newborns in California.

Also under this program, the foundation awarded a one-time grant of $230-million over seven years to the Lucile Packard Foundation for Children’s Health, in Palo Alto, Calif., for the Packard Children’s Hospital’s capital campaign.

The population program promotes access to family-planning and reproductive-health services in the United States and eight other countries: Ethiopia, India, Mexico, Myanmar, Nigeria, Pakistan, the Philippines, and Sudan. Awards included $3-million over two years to Population Services International, in Washington, to expand family-planning clinics in Pakistan, and $1-million to the Planned Parenthood Federation of America, in New York, for a coordinated campaign by nine national groups to defend abortion rights in the United States.

The conservation program focuses on the Pacific Rim region, supporting efforts to counter environmental threats and to conserve critical habitats. Awards were down significantly from the nearly $173.6-million awarded in 2000, and included $200,000 to the Centro Mexicano de Derecho Ambiental, in Mexico City, to protect marine biodiversity in northern Mexico.

Science grants support research at universities and other institutions, the increased participation of underrepresented groups in the sciences and engineering, and efforts that promote the sustainable co-existence of humans and the environment. In 2001, for instance, five-year grants of $625,000 each went to 24 computer and natural scientists, engineers, and mathematicians at universities nationwide.

The program on organizational effectiveness and philanthropy aims to enhance the effectiveness of nonprofit organizations, to strengthen the field of nonprofit management, and to foster effective philanthropy. Grants are awarded to current or recent grantees of the foundation.

Arts grants support arts-education programs in four California counties: Monterey, San Mateo, Santa Clara, and Santa Cruz.

Special-area grants support activities and projects that do not fall within traditional program guidelines or that meet special or emergency needs. For instance, $3-million went to National Public Radio, in Washington, to expand its coverage of West Coast issues, and $650,000 went to the Miller Center Foundation, in Charlottesville, Va., for the National Commission on Federal Election Reform.

Application procedure: Detailed guidelines for grant-making programs, lists of recent grants, and annual reports may be obtained at the foundation’s Web site. Before preparing a proposal, applicants should review the guidelines and geographic limitations for specific programs. Proposals are accepted year-round, and should be addressed to the director of the specific program of interest. The foundation primarily supports tax-exempt, charitable organizations and does not accept proposals that benefit specific individuals or serve religious purposes.

Key officials: Richard T. Schlosberg III, president and chief executive officer; Carol S. Larson, vice president and director of programs; George Vera, vice president and chief financial officer; Barbara Wright, general counsel and secretary; Chris DeCardy, director of communications; Mindy Roberts, grants manager; Susan Packard Orr, chairman of the Board of Trustees.

Key program officials: Sarah Clark, director of population; Helen J. Doyle, director of science; Nancy Glaze, director of arts; Gary Henry, director of evaluation and learning sciences; Barbara D. Kibbe, director of organizational effectiveness and philanthropy; Jeanne C. Sedgwick, director of conservation; Lois Salisbury, director of children, families, and communities; Mark D. Valentine, director of cross-cutting initiatives.

DEWITT WALLACE–READER’S DIGEST FUND

2 Park Avenue, 23rd Floor
New York, N.Y. 10016
(212) 251-9700
http://www.wallacefunds.org

Period covered: Year ending December 31, 2001.

LILA WALLACE–READER’S DIGEST FUND
2 Park Avenue, 23rd Floor
New York, N.Y. 10016
(212) 251-9700
http://www.wallacefunds.org

Period covered: Year ending December 31, 2001.

Purpose and areas of support: The two founders of Reader’s Digest magazine, DeWitt Wallace and his wife, Lila Acheson Wallace, established the Lila Wallace–Reader’s Digest Fund and the DeWitt Wallace–Reader’s Digest Fund in 1956 and in 1965, respectively. Although they remain legally separate entities, the two funds merged in 2000, and currently operate as a single grant-making unit under the name Wallace–Reader’s Digest Funds. The funds promote better schools, enhanced community activities, and wider participation in the arts. Grant making is national in scope and supports projects in the United States only.

In 2001, the funds made program expenditures and commitments totaling $59,616,420 in the following program areas: education, which received $26,067,449; the arts, which received $19,909,203; and communities, which received $13,639,768.

Grants in the education division emphasize strengthening educational leadership, particularly among principals and superintendents. The American Association of School Administrators, in Arlington, Va., for instance, received $1.2-million to conduct case studies of leadership skills practiced by urban superintendents. The Alabama State Department of Education, in Montgomery, received $20,000 to train current and aspiring middle-school principals, and to run a media campaign recruiting qualified candidates for such positions.

Arts grants promote the arts as an essential resource for “learning, personal enrichment, and community health.” Allocations included $137,500 to the Maryland Institute College of Art, in Baltimore, to provide community-based, after-school programs to several hundred Baltimore children.

Grants made under the communities division went to a variety of institutions working to “maximize learning opportunities for children, youths, and families.” For instance, $865,000 was allocated to 12 different institutions, including several United Way chapters, to provide activities outside of the traditional school day for children ages 6 to 10.

George V. Grune retired in 2002 after 17 years as chairman of the Board of Trustees.

Application procedure: The funds make grants to nonprofit groups that are tax-exempt under Section 501(c)(3) of the Internal Revenue Code. The funds usually solicit proposals from grantees identified through a screening process and rarely make grants based on unsolicited proposals. However, prospective grantees may write a one- to two-page letter of inquiry describing the proposed project, the organization, and the estimated total budget for the project, noting the portion requested for the grant. Such letters may be sent to General Management at the address above. Additional information is available at the funds’ Web site.

Key officials: M. Christine DeVita, president; Nancy M. Devine, director of communities programs; Mary Lee Fitzgerald, director of education programs; Michael Moore, director of arts programs; Lucas Held, director of communications; Rob D. Nagel, director of investments; Edward Pauly, director of evaluations; Mary E. Geras, director of finance; Jack Booker, director of operations; Kimberly Jinnet, Rory MacPherson, Sheila Murphy, and Jessica Schwartz, senior officers; Walter V. Shipley, chairman of the Board of Trustees.

CORPORATIONS

FREDDIE MAC FOUNDATION
8250 Jones Branch Drive
McLean, Va. 22102
(703) 918-8888
http://www.freddiemacfoundation.org

Period covered: Year ending December 31, 2001.

Purpose and areas of support: Established in 1991 by the Federal Home Mortgage Corporation (Freddie Mac), the foundation currently makes grants in two broad program areas: family strengthening and youth development. It also awards some complementary grants through its three “signature” programs: Wednesday’s Child USA, Healthy Families America, and the J.C. Nalle Community School, in Bethesda, Md.

In 2001, the foundation awarded grants totaling $13,710,317 to 193 organizations. Although grant making focuses on organizations in the Washington, D.C., metropolitan area, some grants are made by invitation only in five other cities where Freddie Mac has regional offices: Atlanta, Chicago, Dallas, Los Angeles, and New York.

Grants for family strengthening and youth development totaled $4,656,982, and included $150,000 to the American Bar Association, in Washington, to promote court practices and legal reforms designed to improve the child-welfare system. La Clinica del Pueblo, in Washington, received $15,000 to help low-income Latino families access mental-health services.

Through its Healthy Families America program, the foundation awarded grants totaling $1,820,000 for home-visitation and other programs to help prevent child abuse and neglect.

The foundation made six grants totaling $3,288,565 through the Wednesday’s Child program, which seeks to find permanent adoptive homes for foster children. Awards included $1.4-million to New Yorkers for Children, in New York, for a televised program that features children who are available for adoption placement.

The foundation allocated $2.9-million through its regional giving program, including $93,020 to Emory University, in Atlanta, to build public awareness about issues facing the child-welfare system and foster care in Georgia, and to help develop foster youths’ leadership skills so they can act as advocates for themselves and their peers.

Other awards included $22,500 to Big Apple Circus, in New York, to provide free admission to children in foster-care placements.

The foundation is currently initiating new youth-related programs, and anticipates an increase in future giving in all its programs.

Application procedure: Proposals from organizations outside of the Washington, D.C., area are by invitation only. Proposal deadlines are in September and March annually. Grant guidelines and additional program information are available at the foundation’s Web site.

Key officials: Maxine B. Baker, president and chief executive officer of the foundation and vice president for community relations, Freddie Mac; Tobi Allen, manager, community relations and employee involvement; Cheryl S. Clarke, director of communications and community relations; Arthur Dade and Toni A. Williams, grant officers; Catherine E. Dee, chief financial officer; Mike Schwartz, director of corporate giving and employee involvement; Leland C. Brendsel, chairman of the Board of Directors and chairman and chief executive officer, Freddie Mac.