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Foundation Giving

Annual Reports

February 8, 2001 | Read Time: 8 minutes

THE COMMUNITY FOUNDATION FOR GREATER ATLANTA

The Hurt Building, Suite 449
Atlanta 30303
(404) 688-5525
http://www.atlcf.org

Period covered: Year ending June 30, 2000.

Finances
(in millions) 1999 2000
Assets $255.0 $281.3
Contributions $39.2 $29.3
Interest & dividends $5.1 $6.5
Net realized & unrealized appreciation on investments in securities $12.0 $5.0
General & administrative expenses $1.8 $2.3
Grants paid $21.1 $22.1

Purpose and areas of support: Established in 1951, this community foundation awards grants to benefit the 22 counties that make up the metropolitan Atlanta area.

In 1999-2000, the foundation awarded grants totaling $22,121,620. Donor-advised awards received 65 percent of those grant dollars; designated grants, 16 percent; unrestricted grants, 14 percent; and field-of-interest grants and scholarship funds, 5 percent.

Grants from the unrestricted fund are allocated in six program areas: arts and culture, civic affairs, community development, education and scholarships, health, and social and human services.


Across those six areas, priority is placed on innovative projects that meet critical regional needs, that have clearly defined outcomes, that encourage the cooperation of two or more organizations, that promote volunteerism and civic engagement, and that improve the effectiveness or efficiency of an organization´s overall work.

Grants for social and human services garnered 31 percent of new allocations, the largest percentage of any area. The largest award — $1,480,000 — went to the Atlanta Day Shelter for Women and Children. The foundation completed the fourth year of Early Start, a five-year, $1.1-million effort to benefit children in the critical development years from birth through age 5.

The foundation commissioned a study on charitable giving by individuals in the metropolitan Atlanta area. That study, entitled “The Power of One: 2001 Reporting on Personal Giving in Greater Atlanta,” was released in January 2001.

Also during 1999-2000, donors created 78 new funds and three new supporting organizations. The foundation now comprises approximately 475 constituent funds.

Application procedure: The foundation has a number of special grant-making programs with specific deadlines, but applications for grants from unrestricted funds are accepted at three times throughout the year. All applications are considered as part of a competitive process, and are reviewed by foundation staff members and the Community Programs and Initiatives Committee. The foundation recommends that potential applicants review its competitive-grant guidelines before applying for funds from any of the foundation´s grant programs. Copies of those guidelines are available on the foundation´s Web site at http://www.atlcf.org or by calling (404) 688-5525. Interested applicants should then contact Lesley Grady, senior program officer, or Phillip Rush or BryAnn Chen, program officers, to discuss the process before submitting a proposal. The board determines all grant-making decisions at meetings held in January, May, and September. The deadlines for submitting a completed proposal are March 16 for the May 2001 cycle, July 13 for the September 2001 cycle, and November 2 for the January 2002 cycle.


Key officials: Alicia Philipp, president; Bryan Clontz, vice president for advancement; Winsome Hawkins, vice president for programs and initiatives; Lisa Williams, vice president for finance and operations; Lesley Grady, senior program officer; BryAnn Chen and Phillip Rush, program officers; Andrea Berry, communications officer; Ingrid Saunders Jones, chair of the Board of Directors.

EWING MARION KAUFFMAN FOUNDATION

4801 Rockhill Road
Kansas City, Mo. 64110-2046
(816) 932-1000
http://www.emkf.org

Period covered: Year ending June 30, 2000.

Finances
(in millions) 1999 2000
Assets $1,767.1 $2,443.5
Interest & dividends $27.7 $27.9
Net realized & unrealized gain on investments $199.3 $756.2
General & administrative expenses $10.5 $10.8
Grants & payments $50.3 $52.1

Purpose and areas of support: The foundation was established in 1966 by Ewing Marion Kauffman, founder of the pharmaceutical company Marion Laboratories and owner of the Kansas City Royals baseball team. Initially, the foundation focused entirely on youth development, but in 1992 it established the Kauffman Center for Entrepreneurial Leadership, which makes grants to encourage people of all ages to learn about business.

In 1999-2000, the foundation allocated $32.0-million to the Kauffman Center and its operations and $28.3-million to the youth-development division and its operations. In addition, the foundation made $13.7-million in grants for projects in both of those areas, as well as an array of other grants to support organizations in the Kansas City, Mo., area, and to encourage philanthropy and volunteerism nationwide.


The Kauffman Center for Entrepreneurial Leadership awards grants for entrepreneurship education and research related to young people, aspiring business executives, entrepreneurs in high-growth businesses, social entrepreneurs, and government programs that advance entrepreneurship. For example, $50,000 went to Persephone Productions to film a segment about female entrepreneurs for the public-television series To the Contrary.

Youth-development grants focus on strengthening families, neighborhoods, and education, including early education and activities in, before, and after school. For example, the foundation awarded a three-year, $1.7-million grant to the Kansas City Community Development Initiative to promote renewal efforts in several Kansas City neighborhoods. Another grant, for 19 elementary and middle schools in Missouri, Florida, and Ohio, allocated $20,000 for each school over two years to bolster student achievement by getting parents more involved and making other schoolwide improvements.

Application procedure: The foundation does not accept unsolicited proposals, but awards grants to organizations it has chosen to collaborate with, or that are part of a community-based coalition. Occasionally, the foundation may seek new groups to support through a request for proposals. Inquiries should be directed to the grant administrator at the address above.

Key officials: Louis W. Smith, president and chief executive officer; James E. McGraw, chairman of the board of directors; David C. Lady, senior vice president and chief financial officer; Kurt H. Mueller, senior vice president and president, Kauffman Center for Entrepreneurial Leadership; Stephen L. Roling, senior vice president and president, youth development; Eugene R. Wilson, senior vice president, strategic programs and planning; Robert B. Rogers, chairman emeritus.

W.K. KELLOGG FOUNDATION

One Michigan Avenue East
Battle Creek, Mich. 49017-4058
(616) 968-1611
http://www.wkkf.org


Period covered: Year ending August 31, 2000.

Finances
(in millions) 1999 2000
Assets $6,387.8 $4,853.4
Contributions from W.K. Kellogg Foundation Trust $250.0 $288.0
Interest & dividends $173.0 $168.9
Net realized gains on investments $144.2 $174.1
General operating expenses $39.6 $34.8
Grants paid $138.2 $134.3

Purpose and areas of support: W.K. Kellogg, the breakfast-cereal magnate, established the foundation in 1930 to promote the health and education of young people in south central Michigan. Today the foundation awards grants primarily in the United States, in Latin America and the Caribbean, and in the six southern African nations of Botswana, Lesotho, Mozambique, South Africa, Swaziland, and Zimbabwe. Most grants fall within the following four program areas: health, food systems and rural development, youth and education, and philanthropy and volunteerism.

During its fiscal year 2000, the foundation paid out $207,083,950 as follows: youth and education received 22 percent of grant dollars; health, 16 percent; food systems and rural development, 10 percent; cross-goal initiatives, 10 percent; cross-cutting themes, 10 percent; programs operated, 10 percent; philanthropy and volunteerism, 8 percent; special opportunities, 4 percent; projects in Battle Creek, Mich., 4 percent; recurring grants, 4 percent; and other, 2 percent.

The foundation made payments to 1,148 of its 3,400 active projects and made new commitments to 718 projects, totaling $128,434,899. Overall, 81 percent of grant payments went to U.S. programs; 10 percent to programs in Latin America and the Caribbean; 7 percent to programs in Africa; and 2 percent to other international programs.

In the United States youth and education grants support infant, child, and youth development by mobilizing, strengthening, and aligning systems that influence children´s learning. In Latin America and the Caribbean, such grants seek to improve the level of education in the region by increasing access to educational systems that are inclusive and staffed by well-trained personnel. For example, the foundation awarded approximately $6.8-million to the Academy for Educational Development, in Washington, to support educators, policymakers, and the public in their efforts to improve curriculum, teaching, and student achievement.


Health grants promote access to integrated, comprehensive health care, through public-health, prevention, and primary-care programs staffed by well-trained personnel. In Latin America and the Caribbean, health grants support increased access to inclusive, affordable, and effective health-care and human services. Awards included $4,810,000 to the Health Research and Educational Trust, in Chicago, to expand a program to improve the health and well-being of low-income women and children.

Food-systems grants are awarded to programs that promote a safe and nutritious diet while ensuring environmentally sensitive, economically viable, socially responsible, and sustainable food production.

Rural-development grants support collaborative efforts that emphasize leadership development, the effective delivery of human services, and training for local government officials.

Philanthropy and volunteerism grants are designed to increase the number of Americans who donate money or time and to nurture new forms of philanthropy.

For example, the foundation awarded $800,000 to the Council of Michigan Foundations, in Grand Haven, to conduct research and run leadership-development efforts to help schools better integrate volunteer work into classroom lessons.


Cross-cuttingthemes grants integrate elements of the foundation´s four program areas and are awarded for leadership, information and communication technology, capitalizing on diversity, and social and economic community development.

Grants in southern Africa focus on strengthening the capacity of African civil society through nongovernmental organizations, community-based groups, religious organizations, the news media, and other groups that support small-scale social and economic development.

For example, the foundation awarded $8.4-million to the University of Pretoria, in South Africa, to promote international understanding of African contributions to global problems through a project to research, document, and archive the lives of several former prisoners who became national leaders.

Application procedure: The foundation encourages grant applicants to submit their requests electronically, using the online application available at http://www.wkkf.org/howtoapply. Those applying by mail should submit a pre-proposal letter, up to five pages in length, containing the following information: contact name, legal organization name, street and mailing addresses, phone number, and e-mail address; a grant-purpose statement of no more than 50 words; the total dollar amount requested; project activities, objectives, target audiences, operational procedures, and duration; anticipated impact or outcome; and personnel or financial resources available and needed.

Do not include additional information unless requested to do so. The pre-proposal letter should be addressed to the supervisor of proposal processing and should be submitted on standard-size, light-colored paper, without a plastic-bound or expensively produced cover. The foundation discourages personal visits during the preliminary application process.


Key officials: William C. Richardson, president and chief executive officer; Gregory A. Lyman, senior vice president and corporate secretary; Anne C. Petersen, senior vice president for programs; Richard M. Foster, Gail D. McClure, Dan E. Moore, and Gloria R. Smith, vice presidents for programs; Paul J. Lawler, vice president and chief investment officer; La June Montgomery-Talley, vice president for finance and treasurer; Shirley D. Bowser, chair of the Board of Trustees.