Foundation Annual Reports

DANIELS FUND

101 Monroe Street
Denver, Colo. 80206
(303) 393-7220
http://www.danielsfund.org

Period covered: Year ending December 31, 2003.

Purpose and areas of support:

The fund was established in 1997 by Bill Daniels, who owned and operated hundreds of cable-television systems nationwide. Mr. Daniels had personal and professional ties to the Rocky Mountain region, having attended the New Mexico Military Institute, started his first cable business in Casper, Wyo., and centered his business operations in Denver. When Mr. Daniels died in 2000, the bulk of his $1-billion estate was transferred to the fund.

Mr. Daniels stipulated that 70 percent of the fund’s annual distributions be made in the form of direct grants, awarded as follows: 50 percent of that portion to organizations in metropolitan Denver, 15 percent elsewhere in Colorado, 10 percent each in New Mexico and Wyoming, 10 percent for solicited national grants, and 5 percent in Utah.

The remaining 30 percent of grant dollars are allocated through the Daniels College Prep and Scholarship Programs, which assist students who attend or have graduated from designated high schools in Colorado, New Mexico, Utah, or Wyoming. Students in Colorado account for 75 percent of program distributions, those in New Mexico and Wyoming for 10 percent each, and those in Utah for 5 percent.

The Prep Program provides underprivileged high-school juniors and seniors with college-preparation training and support, including assistance in selecting and applying to colleges. Students who go on to successfully complete that program are then eligible to apply for scholarships from the fund. As of fall 2003, approximately 400 Daniels Scholars were attending colleges and universities nationwide.

Grants are allocated in nine program areas, as outlined by Mr. Daniels: aging, alcoholism and substance abuse, amateur sports, child and youth development, developmental disabilities, equipment for physically disabled people, ethics and integrity in education, homeless and disadvantaged people, and innovative education.

Awards included $100,000 to the Boys & Girls Club of the Navajo Nation, in Shiprock, N.M., for operating support, and $10,000 to the Saint Joseph Hospital Foundation, in Denver, for a “boot camp” for new fathers.

In May 2003, the fund joined with 10 colleges and universities in Colorado to create the Daniels Opportunity Awards, which assist nontraditional students — such as older adult students and GED recipients — who are at a higher-than-average risk of not completing college.

In November 2003, the fund’s board approved a plan to restructure its administration in order to save operating costs. As part of the plan, the fund closed its satellite offices in New Mexico, Utah, and Wyoming.

Application procedure: Potential applicants should visit the fund’s Web site to learn about the geographic and other restrictions of various programs, and about program-specific application guidelines. Applicant organizations must be tax-exempt under Section 501(c)(3) of the Internal Revenue Code.

Key officials: Hank Brown, president and chief executive officer; Jeb Dickey, senior vice president and chief financial officer; Carrie Besnette, vice president and scholarship-program director; Kristin Donovan, vice president, grants program; Peter Droege, vice president for communications; Mary McLennan, operations and facilities manager; Vienna Presley, grants-administration manager; Kellie O’Keefe, senior program officer; John Saeman, chairman of the Board of Directors.

RICHARD AND RHODA GOLDMAN CHARITABLE FUNDS
1 Lombard Street, Suite 303
San Francisco, Calif. 94111
(415) 788-1090
http://www.goldmanfund.org

Period covered: Year ending December 31, 2003.

Purpose and areas of support: Two charitable entities make up the funds. The first is the Richard and Rhoda Goldman Fund, established in 1951 by Richard N. Goldman and his wife, Rhoda, who died in 1996. The second is the Richard and Rhoda Goldman Foundation, a supporting organization of the Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties, endowed in 1996 by Mr. Goldman.

Mr. Goldman operated Goldman Insurance Services, in San Francisco, and Mrs. Goldman was a direct descendant of Levi Strauss, creator of the eponymous jeans and apparel company.

Although some grants are made to groups working nationally or internationally, the funds primarily emphasize programs that serve residents of the San Francisco Bay Area.

Grant making stresses eight issues: children and youths, democracy and civil society, domestic Jewish affairs, the elderly, the environment, population, social and human services, and violence prevention. In addition, the funds make grants to Israeli organizations working on selected issues, and allocate some grants for projects in the arts, education, and health.

In 2003, the funds made grant payments totaling $43,362,780 as follows: the environment, which received $12,729,450; domestic Jewish affairs, $7,287,000; the Israel program, $5,395,130; social and human services, $4,471,500; children and youths, $2,483,000; population, $2,476,000; violence prevention, $2,145,000; democracy and civil society, $1,823,000; the arts, $1,809,000; the elderly, $1,162,500; education, $1,044,000; and other grants, $537,200. The dollar amounts given each program were roughly equivalent to those of the previous year.

Of the total dollar amount paid, $26,322,650 — or 60.7 percent — came from the Richard and Rhoda Goldman Fund, and $17,040,130 — or 39.3 percent — from the Richard and Rhoda Goldman Foundation.

Environment grants included $125,000 to Sustainable Conservation, in San Francisco, for a project to educate dairy farmers in California’s Central Valley on how to restructure waste-management practices so that they cause minimal harm to the environment.

Grants for domestic Jewish affairs included $300,000 to Public Interest Productions, in Santa Monica, Calif., for a national campaign to make the history and lessons of the Holocaust relevant to young people in the United States.

The funds support Israeli organizations working on the following issues: civil society, the environment, the status of Ethiopian Israelis, higher education, and religious pluralism. For example, the Economic Cooperation Foundation, in Tel Aviv, received $100,000 for its efforts to advocate equal citizenship for Arabs living in Israel.

Grants in the social and human services area included $100,000 to La Cocina, in San Francisco, for start-up support of a shared commercial kitchen that enables Latinas to develop food businesses.

Awards made to benefit children and youths included $150,000 to Youth Alive, in Oakland, Calif., for Caught in the Crossfire, which promotes peer-intervention and case-management programs for young people involved in gang-related or other violence.

Allocations made through other program areas included $100,000 to the Feminist Majority Foundation, in Beverly Hills, Calif., for a campaign to expand the availability of emergency contraception on college campuses, and $200,000 to America’s Health Together, in Washington, to expand a national program on individuals’ mental-health issues associated with homeland security and terrorism in the United States.

The Goldman Environmental Foundation administers the Goldman Environmental Prize, created by Mr. Goldman in 1990. The prize is given annually to six grass-roots environmental activists, one from each of the world’s inhabited continents. Additional information on the prize is available at its Web site, http://www.goldmanprize.org.

In May 2004, the Richard and Rhoda Goldman Fund and the Goldman Environmental Foundation appointed Samuel J. Salkin, chief executive officer of the Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties, to be their executive director. He succeeded Robert Gamble, who had served as executive director since 2001.

Application procedure: Potential applicants should visit the fund’s Web site for detailed information on application procedures, grant-making priorities, and frequently asked questions, as well as lists of grants awarded. All grant applications should be made through the Richard and Rhoda Goldman Fund.

Key officials: Samuel J. Salkin, executive director; Amy Lyons, deputy director; Bonnie Boxer,Israel program representative; Debbie Findling and Eric Sloan, program officers; Philip Cohen, communications officer; Alison DeJung, grants manager; Richard N. Goldman, president of the Board of Directors.

GREATER CINCINNATI FOUNDATION
200 West Fourth Street
Cincinnati, Ohio 45202
(513) 241-2880
http://www.greatercincinnatifdn.org

Period covered: Year ending December 31, 2003.

Purpose and areas of support: This community foundation was established in 1963 by a group of local civic and business leaders. It allocates direct, field-of-interest, donor-advised, and other types of grants to benefit residents of metropolitan Cincinnati.

The foundation defines that region as comprising eight contiguous counties, located in three states: Ohio’s Butler, Clermont, Hamilton, and Warren Counties; Indiana’s Dearborn County; and Kentucky’s Boone, Campbell, and Kenton Counties.

In 2003, donors contributed nearly $28-million and established 56 new constituent funds.

The foundation approved grants totaling more than $30-million. Of that, 107 grants totaling $3.3-million were made through the foundation’s discretionary, or “responsive,” grants program. Responsive grants emphasize six program areas: arts and culture, community progress, education, the environment, health, and human services.

Grants for human-services projects totaled $927,777, the largest amount allocated to any program area. Awards stressed support for child-abuse prevention, child care, education, emergency assistance, housing, legal services, and youth development. Recipients included the Rape Crisis and Abuse Center, in Cincinnati, which received $41,000 for salary support of a coordinator of volunteers.

The foundation made 21 grants totaling $604,824 in the education category, including $23,000 to the Literacy Council of Clermont and Brown Counties, in Cincinnati, to expand its on-site tutoring program.

Health-related programs received 16 grants totaling $516,719 in the areas of health advocacy and education, home-based care, mental health, rehabilitation, research, residential care, and substance-abuse prevention and treatment.

Awards in other program areas included $25,000 to the Better Housing League of Greater Cincinnati to assess and implement a merger plan, and $35,000 to the Northern Kentucky Urban and Community Forestry Council, in Burlington, for the Kenton County Forest Quality Assessment Proj-ect.

In 2003 the foundation developed Family Giving Services, a program designed to help families “make a difference in the community, deepen family connections, and instill a culture of giving in the next generation.”

The foundation also administers the Greater Cincinnati Scholarship Association, which distributes approximately $800,000 annually to graduating seniors at public or private high schools in the foundation’s eight-county area.

Application procedure: Applicants must be organizations located in or serving metropolitan Cincinnati that are tax-exempt under Section 501(c)(3) of the Internal Revenue Code. The foundation does not accept unsolicited grant proposals for any of its grant programs. All potential grant applicants must contact a foundation program officer as a first step. The foundation’s Web site provides detailed information on application procedures, grant-making priorities, and frequently asked questions, as well as lists of grants awarded.

Key officials: Kathryn E. Merchant, president and chief executive officer; Amy L. Cheney, vice president for giving strategies; J. Scott McReynolds, vice president for finance and administration; Ellen M. Gilligan, vice president for community investment; James D. Huizenga, director of private-foundation and donor services; Elizabeth Bower Reiter, communications director; Helen J. Mattheis, Rochelle G. Morton, Kristina Newman Moster, and Raymond F. Watson, program officers; Karen L. Bond, grants manager; Jennifer A. Zimmer, grants manager, private foundations; Thomas A. Brennan, chairman of the Governing Board.