Foundation Annual Report

JESSIE BALL DUPONT FUND

One Independent Drive
Suite 1400
Jacksonville, Fla. 32202-5011
(800) 252-3452 or (904) 353-0890
http://www.dupontfund.org

Period covered: Year ending December 31, 2000.

Purpose and areas of support: The fund was created in 1970 through the will of Jessie Ball duPont, who was married to the industrialist Alfred I. duPont.

The foundation has a stated, although not exclusive, interest in the South. It limits grant making to organizations that received a personal contribution from Mrs. duPont between January 1960 and December 1964. Worldwide, 323 institutions qualify, with many located in Delaware, Florida, and Virginia.

The fund divides its grant making into two categories: grants that meet societal needs and grants that meet the organizational needs of particular institutions.

In 2000, the fund awarded 368 grants totaling $17.9-million. Of that amount, the fund awarded 109 grants totaling $15,622,915 through its competitive program; 245 grants totaling $2,179,440 through its four special initiatives; three grants totaling $60,000 for awards programs; and $56,750 for 11 “feasibility” grants, which enable recipient organizations to assess the possibility of creating programs to meet a specific community or social need.

The fund generally made its grants for societal needs, the competitive portion of its grant making, in the following categories: arts and culture, community development, education, health, human services, and youth development.

For example, the foundation awarded $1-million to the Community Foundation, in Jacksonville, Fla., to establish a fund to help organizations that serve children, youths, and families in Duval County, Fla.

Other competitive grants included $145,800 to the American Cancer Society-Delaware Division, in New Castle, to work with the University of Delaware to establish and evaluate a cancer education and prevention program in New Castle County.

The fund maintains four initiatives, which serve eligible religious institutions, nonprofit groups, small liberal-arts colleges, and private schools. For example, through the Religion Initiative, 90 churches, synagogues, and convents are eligible to apply for funds for technical assistance, clergy or diocesan enrichment, repair and restoration, and direct aid for needy people.

Application procedure: Eligible organizations interested in applying for competitive grants should contact the fund’s program staff to discuss the proposed program, determine its merits, and obtain application requirements. Preliminary proposals must be no longer than five pages, including a cover letter and a brief description of the program’s objectives and activities, plans for evaluation, and a one-page program budget. The fund accepts applications throughout the year.

Key officials: Sherry P. Magill, president; Jo Ann P. Bennett, executive secretary and director of administration; Sara (Sally) H. Douglass and Edward King Jr., senior program officers; Toni Farren, program officer and research associate; Mary K. Phillips, chair of the Board of Trustees.

DAVID AND LUCILE PACKARD FOUNDATION

300 Second Street
Los Altos, Calif. 94022
(650) 948-7658
http://www.packfound.org

Period covered: Year ending December 31, 2000.

Purpose and areas of support: David Packard, co-founder of the Hewlett-Packard Company, and his wife, Lucile Salter Packard, established the foundation in 1964. Mr. Packard also named the foundation as a major beneficiary of his estate.

The foundation is implementing five-year plans, drafted in 1998, for each of its program areas. In 2000 the foundation awarded more than 1,300 grants totaling $616.3-million as follows: conservation received $173,573,203; population, $125,702,720; children, families, and communities, $113,856,525; science, $81,410,458; organizational effectiveness and philanthropy, $43,808,455; the arts, $13,135,000; and special areas, $64,781,440.

The total number of dollars awarded through the conservation program increased substantially, up from $87.5-million the previous year. The geographic regions on which it principally focuses are the West Coast of North America, the Pacific, and Mexico. The foundation awarded $43.6-million to its Conserving California Landscapes Initiative, a five-year effort to secure open space, farmland, and wildlife habitat in California’s Central Coast, Central Valley, and Sierra Nevada regions. Other awards included $220,000 to the Scientific Committee on Problems of the Environment, in Paris, to design standards for managing the spread of invasive species worldwide.

The foundation also substantially boosted its grant making to the population program, up from $79-million the previous year. The program seeks to slow the rate of population growth worldwide and to expand poor people’s access to safe reproductive options. Grants focus on activities in eight countries: Ethiopia, India, Mexico, Myanmar, Nigeria, Pakistan, the Philippines, and Sudan.

Allocations included $342,000 over three years to the Support Service Institute for Women, in Quezon City, Philippines, to increase young women’s access to information about reproductive health and rights in selected areas of the country.

The children, families, and communities program focuses on early childhood education, youth development, welfare reform, reducing domestic violence, and expanding children’s access to health insurance and high-quality medical care. Emphasis is placed on programs in the foundation’s four-county area — California’s Monterey, San Mateo, Santa Clara, and Santa Cruz Counties — as well as on programs elsewhere with potential for transforming national policy.

For example, the foundation awarded $27.6-million to its Improve Health and Economic Security program, which seeks to ensure that the basic needs of children — such as health care, food, and shelter — are met.

Science grants emphasize university-based research in a variety of disciplines, cooperation among scientists conducting interdisciplinary research, developing leaders in science, understanding the world’s oceans, and improving scientific education, particularly among groups underrepresented in the science work force. The foundation allocated $9.7-million to its Tribal Colleges Science Program, which seeks to strengthen programs in computer science, mathematics, natural-resource management, and science education at tribal colleges.

Grants for organizational effectiveness and philanthropy seek to enhance the effectiveness of the foundation’s grantees, to develop the field of nonprofit management, to encourage effective philanthropy, and to better inform and link with donors in California.

Arts-related grants are awarded primarily to groups in the foundation’s four-county area, and focus on supporting community-based arts programs and artists, upgrading or renovating arts facilities, and improving arts education.

The special-areas program supports activities and projects that do not fall within traditional program guidelines or that meet special or emergency needs. Allocations included $50-million to Peninsula Open Space Trust, in Menlo Park, Calif., for the group’s efforts to purchase approximately 47,000 acres along the Santa Cruz Mountains and the San Mateo Coast valued for their scenery, recreation, and agriculture.

The foundation also made nine program-related investments totaling more than $25-million.

Application procedure: Specific guidelines for grant-making programs, lists of recent grants, and annual reports may be obtained at the foundation’s Web site or by calling the number above. Before preparing a proposal, applicants should review the guidelines and geographic limitations for a given grants program. The foundation accepts grant proposals primarily from tax-exempt charitable groups, and it 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 foundation programs; Hugh C. Burroughs, director of the office of external affairs; George Vera, vice president and chief financial officer; Mindy Roberts, grants manager; Susan Packard Orr, chairman of the Board of Trustees.

Key program officials: Sarah Clark, director of population; Helen J. Doyle, program officer for science; Nancy Glaze, director of arts; Deanna S. Gomby, deputy director for children, families, and communities; Barbara D. Kibbe, director for organizational effectiveness and philanthropy; Jeanne C. Sedgwick, director of conservation; Mark D. Valentine, director for cross-cutting initiatives.

PUBLIC WELFARE FOUNDATION

1200 U Street, N.W.
Washington, D.C. 20009-4443
(202) 965-1800
http://www.publicwelfare.org

Period covered: Year ending October 31, 2000.

Purpose and areas of support: The newspaper publisher Charles Edward Marsh established the foundation in 1947. He endowed the foundation by donating three Southern daily newspapers — The Gadsden Times, The Spartanburg Herald & Journal, and The Tuscaloosa News — which were sold to the New York Times Company in 1985.

In fiscal year 2000 the foundation made domestic and some international grants in the following eight program areas: population and reproductive health, which received 51 grants totaling $2,746,200; health, 49 grants totaling $2,484,500; disadvantaged youth, 52 grants totaling $2,468,500; community economic development and participation, 44 grants totaling $2,410,000; human rights and global security, 62 grants totaling $2,366,000; the environment, 58 grants totaling $2,325,000; criminal justice, 37 grants totaling $2,037,000; and disadvantaged elderly, 12 grants totaling $810,000.

The population and reproductive-health program focuses on comprehensive sexuality education for low-income, at-risk youths; AIDS prevention, education, and advocacy, particularly among at-risk people; reproductive rights; and international reproductive health. For example, a $45,000 grant to the Latino Commission on AIDS, in New York, supported its efforts to improve AIDS prevention, research, and treatment services available to Latinos.

Health grants emphasize preventive services, mental-health care, nutrition, occupational and environmental factors that affect health, and policy education. For instance, a $25,000 grant to Empowerment Productions, in Denver, supported “Disability Radio Worldwide,” a half-hour weekly radio program about experiences, events, and policies that affect disabled people.

The disadvantaged youth program seeks to provide high-quality education, job-training services, child care, housing, health care, and other assistance to at-risk youths.

The environment program emphasizes local, national, and international efforts to prevent and reduce pollution, as well as efforts to educate people affected by environmental degradation.

The foundation also made 27 grants totaling $1,085,000 to “special opportunities” that do not fit in its program areas; nine grants totaling $385,000 to its Fund for Washington’s Children and Youth, which assists young people in the Washington neighborhoods of Hillsdale, Parkland, and Washington Highlands; and 16 grants totaling $100,000 to its Technology Assistance Fund, which provides small grants to current foundation grantees to start up or enhance their computer and technology capacity.

Claudia Haines Marsh, who was married to Mr. Marsh and who served as president of the foundation for 22 years, died in 2000.

Application procedure: Initial requests for first-time support and for projects that have not received support from the foundation recently should come in the form of a letter of inquiry. More information about guidelines and the format of the letter is available at the foundation’s Web site.

Key officials: Larry Kressley, executive director; Abdillahi Alawy, evaluation director; Rebecca Davis, senior program officer; Jennifer O’Brien, grants manager; Phillipa P. Taylor, chief financial and administrative officer; Kimberly Villa, manager of investments; Thomas J. Scanlon, chair of the Board of Directors.

Program officers: Millie Brobston, community economic development and participation; Adisa Douglas, population and reproductive health; Theresa Langston, health and disadvantaged elderly; Neil A. Stanley, criminal justice and disadvantaged youth; Midge Taylor, environment; Joe Wilson, human rights and global security.