Foundation Annual Reports
March 6, 2003 | Read Time: 9 minutes
LYNDE AND HARRY BRADLEY FOUNDATION
P.O. Box 510860
Milwaukee, Wis. 53202-0153
(414) 291-9915
http://www.bradleyfdn.org
Period covered: Year ending December 31, 2001.
| Finances | ||
| (in millions) | 2000 | 2001 |
| Assets | $626.1 | $579.7 |
| Interest & dividends | $16.3 | $15.1 |
| Realized gain on investments | $96.1 | $6.4 |
| Unrealized loss on investments | – $149.3 | – $20.3 |
| Operating expenses | $8.7 | $10.6 |
| Grants approved | $41.9 | $36.2 |
Purpose and areas of support: The foundation was endowed in 1985 with proceeds from the sale of the Milwaukee-based Allen-Bradley Company to Rockwell International Corporation. The Allen-Bradley Company, an industrial-automation business, was founded in 1903 by the brothers Lynde and Harry Bradley.
The foundation’s mission focuses on strengthening American democratic capitalism and the institutions and principles that undergird it. It supports programs that emphasize “limited, competent government; a dynamic marketplace for economic, intellectual, and cultural activity; and a vigorous defense at home and abroad of American ideas and institutions.”
Thematically, the foundation supports projects dealing with civil society, culture, economics, and politics as they relate to citizenship in the United States or abroad. It does not, however, make awards to support civics education or activities narrowly focused on elections and voting. Projects supported may involve demonstration models or academic, policy, or popular research and writing.
In 2001, the foundation awarded grants totaling $36,204,987. Allocations included $700,000 to the American Civil Rights Institute, in Sacramento, for general operations and for a public-education campaign about racial classifications, and $175,000 to the Foundation for Cultural Review, in New York, to support New Criterion magazine.
The foundation made a number of grants to selected universities, both for fellowships for graduate and postgraduate students, and for programs related to its mission. For example, $90,000 went to Boston College for graduate and postgraduate fellowships, and $20,000 went to Princeton University, in New Jersey, for research on U.S. national-security strategy in Asia.
The foundation also makes some grants in Milwaukee and Wisconsin to support cultural and educational opportunities, grass-roots economic development, and the effective delivery of social and health services, all reflecting whenever possible the foundation’s broader focus on citizenship.
Cultural grants included $1,000,000 to the Milwaukee Art Museum for its capital campaign, and $30,000 to the Bel Canto Chorus of Milwaukee, for general support.
Economic-development grants included $15,000 to the Northwest Side Community Development Corporation, in Milwaukee, for program support. Social-services grants included $25,000 to La Casa de Esperanza, in Waukesha, Wis., for a capital project.
Michael S. Joyce, who had served as president of the foundation since 1985, announced his retirement in 2002. He was succeeded by Michael W. Grebe, a member of the foundation’s board and chief executive officer of a national law firm based in Milwaukee.
Application procedure: Before submitting proposals, applicants should send a brief letter of inquiry describing their organization and the intended project. The applicant may then be invited to submit a formal proposal. Letters of inquiry should be sent to the Grants Program at the address above.
Key officials: Michael W. Grebe, president and chief executive officer; Daniel P. Schmidt, executive vice president for program; Robert N. Berkopec, vice president for finance; Kelly Patrick Ambrose, director of community programs; Michael E. Hartmann, director of research and evaluation; Alicia L. Manning, director of new citizenship programs; Dianne J. Sehler, director of academic, international, and cultural programs; Thomas L. Rhodes, chairman of the Board of Directors.
CALIFORNIA WELLNESS FOUNDATION
6320 Canoga Avenue, Suite 1700
Woodland Hills, Calif. 91367
(818) 593-6600
http://www.tcwf.org
Period covered: Year ending June 30, 2002.
| Finances | ||
| (in millions) | 2001 | 2002 |
| Assets | $1,105.1 | $1,013.1 |
| Dividends & interest | $31.4 | $26.6 |
| Net realized & unrealized loss on investments | -$85.8 | -$83.4 |
| Management & general expenses | $1.5 | $1.6 |
| Grants paid | $37.9 | $46.5 |
Purpose and areas of support: The foundation was endowed in 1992 when Health Net of California, a large health-maintenance organization, converted from nonprofit to for-profit status. Following several subsequent mergers, Health Net of California is now part of Health Net Inc., and does not have any ties to the foundation.
The foundation supports programs designed to improve the health of California residents through health promotion, health education, and disease prevention. In fiscal 2002, the foundation completed its first year of grant making under eight new priority areas decided upon in 2001. It awarded 463 grants totaling $46,492,341 in these areas: diversity in health professions, environmental health, healthy aging, mental health, teenage-pregnancy prevention, violence prevention, women’s health, and work and health. Some grants were also allocated through a special-projects fund. Forty-seven percent of new allocations were made for core operating support.
Grants to promote diversity among health-care workers in California focus on “pipeline” programs, scholarships, mentor programs, internships and fellowships for Latinos and other minority health professionals, and public education about policies that promote diversity in the field. For example, the Chicano/Latino Medical Student Association, in Los Angeles, received $100,000 over 18 months for its work to increase the number of Latinos attending California medical schools.
Environmental-health grants support organizations working to alleviate the disproportionate environmental hazards and attendant health costs that affect low-income children and minorities.
Grants in support of healthy aging focus on preventive services, leadership development, recreation, food and nutritional services, consumer education, immunizations, family caregiving, chronic-disease management, public policy, and volunteerism.
Mental-health grants go primarily to prevention services for older teenagers — especially runaway youths and those in foster care or juvenile-justice programs — and for underserved people, such as homeless adults and immigrants; leadership-development programs for mental-health professionals; and public education about policies that promote good mental health.
Grants for teenage-pregnancy prevention support programs that work to decrease rates of teenage pregnancy and promote healthy adolescent sexuality. Strategies include access to contraception, education and counseling about contraception, male-involvement programs, outreach activities, peer counseling, programs for pregnant teenagers, and sexuality education.
The violence-prevention program supports groups that work to prevent violence committed by and against youths. Specifically, it focuses on mentor programs, community-based conflict-resolution programs, domestic-violence prevention, leadership development in the field, peer mediation, and public education about policies that prevent violence against youths and reduce injury and death by firearms.
Women’s-health grants seek to improve access among underserved women and girls to “culturally appropriate” health care, and to increase the involvement of women in discussion and decisions about health-related policies. Typical grant recipients include organizations that provide clinical services, community health education, mobile health care, prenatal care, screenings, self-help groups, and related services. For example, Black Women for Wellness, in Los Angeles, received a two-year, $60,000 grant to provide preventive health services to African-American women and families in central Los Angeles.
The program on work and health typically supports groups working to increase employees’ access to preventive health care; to help prevent workplace injuries and illnesses; and to offer worksite health-promotion programs. The foundation also supports programs that provide technology training to low-income youths; that provide leadership training focused on workers’ health; and that educate the public about the connections between work and health.
Application procedure: The foundation makes grants to organizations in California that are classified as tax-exempt under Section 501(c)(3) of the Internal Revenue Code and that are not private foundations as classified under Section 509(a). It also makes grants to government agencies in California. Potential applicants should first submit a one- to two-page letter of interest to the director of grants administration. Those encouraged to submit a full proposal will then receive further guidance.
Key officials: Gary L. Yates, president and chief executive officer; Magdalena Beltrán-del Olmo, vice president of communications; Margaret W. Minnich, vice president of finance; Cristina M. Regalado, vice president of programs; Annette T. Drake, director of administration; Joan C. Hurley, director of grants administration; Luz A. Vega-Marquis, chair of the Board of Directors.
Program directors: Fatima Angeles, Pauline Daniels, Frances E. Jemmott, Nicole J. Jones, Sandra Martínez, Lucía Corral Peña, Alicia Procello, and Mercy Siordia.
ALFRED P. SLOAN FOUNDATION
630 Fifth Avenue
Suite 2550
New York, N.Y. 10111
(212) 649-1649
http://www.sloan.org
Period covered: Year ending December 31, 2001.
| Finances | ||
| (in millions) | 2000 | 2001 |
| Assets | $1,373.1 | $1,314.4 |
| Interest & dividends | $37.2 | $31.5 |
| Net gain on disposal of investments | $94.5 | $52.2 |
| Net unrealized gain or loss on investments | $32.2 | -$14.8 |
| Management expenses | $4.8 | $5.1 |
| Grants authorized | $62.8 | $58.5 |
Purpose and areas of support: The foundation was established in 1934 by Alfred P. Sloan Jr. (1875-1966), who served for many years as chief executive officer and chairman of the board of General Motors Corporation. It awards grants in four program areas: science and technology, standard of living and economic performance, education and careers in science and technology, and selected national issues and civic affairs.
Through its Sloan Research Fellowships Program, the foundation allocated 104 fellowships of $40,000 each to scholars working in chemistry, computer science, economics, mathematics, neuroscience, and physics.
The foundation also makes direct grants for research in areas that are of scientific significance but are without major government or other funding. These areas currently include astrophysics, computational molecular biology, “limits to knowledge,” marine science, molecular evolution, and theoretical neurobiology. For example, the Vancouver Aquarium Marine Science Centre, in Canada, received $395,000 for a program to attach electronic tags to salmon and track their migratory paths.
Economics grants emphasize efforts to better understand the basic forces that affect American economic progress and the U.S. standard of living. Within that framework, grants are made in seven areas: business organizations; globalization; higher education as an industry; human resources, jobs, and income; “industry centers”; performance assessment of municipal governments; and studies of the workplace, work force, and working families.
Grants related to education and careers in science and technology emphasize educating and retaining women and underrepresented minorities; increasing the numbers of minorities earning doctorates in science and technology; expanding online and other nontraditional approaches to learning; and contributing to public understanding of science and technology.
Grants for national issues and the civics program supported work on bioterrorism, energy, federal statistics, public-policy research, and disaster recovery related to the September 11th attacks.
Application procedure: The foundation has no deadlines or standard forms. It generally makes grants to organizations that are classified as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Applicants should send a brief letter of inquiry to the president or another officer of the foundation. Grants of $45,000 or less are made throughout the year by officers of the foundation, whereas grants of more than $45,000 are made by the board, which meets quarterly. Additional information about the foundation’s programs is available on its Web site.
Key officials: Ralph E. Gomory, president; Stewart F. Campbell, financial vice president and secretary; William B. Petersen, vice president and chief investment officer; Harold T. Shapiro, chairman of the Board of Trustees.
Program directors: Jesse H. Ausubel, Kathleen E. Christensen, Ted Greenwood, A. Frank Mayadas, Paula J. Olsiewski, Gail M. Pesyna, Michael S. Teitelbaum, and Doron Weber.