This is STAGING. For front-end user testing and QA.
The Chronicle of Philanthropy logo

Foundation Giving

Foundation Annual Reports

February 26, 1998 | Read Time: 7 minutes

CALIFORNIA WELLNESS FOUNDATION
6320 Canoga Avenue, Suite 1700
Woodland Hills, Cal. 91367
(818) 593-6600
World-Wide Web: http://www.tcwf.org
Period covered: Year ending June 30, 1997.

Finances
(in millions) 1996 1997
Assets $880.3 $1,022.4
Interest & dividends 16.8 23.5
Net realized gain on sale of investments 16.5 30.8
Realized gain on sale of Foundation Health Systems stock 185.8 202.8
Management & general 0.9 1.1
Grants paid 54.3 29.7

Purpose and areas of support: The foundation was established in September 1990 when Health Net, a health-maintenance organization, converted from non-profit to for-profit status. In early 1994, the merger of Health Net and QualMed, a publicly traded H.M.O., created Health Systems International. HSI merged with the Foundation Healthcare Corporation in April 1997 and is currently known as Foundation Health Systems.

The foundation makes grants to improve the health and well-being of California residents. In 1996-97, it awarded 283 grants totaling nearly $33-million. Approximately 70 per cent of grant dollars went for direct-services projects in the foundation’s five major programs: the Children and Youth Community Health Initiative, the Health Improvement Initiative, the Teenage Pregnancy Prevention Initiative, the Violence Prevention Initiative, and the Work and Health Initiative.

Through the Children and Youth Community Health Initiative, the foundation awarded planning grants of $125,000 each to 16 ethnically and geographically diverse sites, 10 of which will eventually be made into “wellness villages” that provide neighborhood arts, education, public-health, and sports programs and that incorporate leadership by local youths.

Through the Health Improvement Initiative, planning for the Health Partnership Program was completed. Thirteen communities throughout California will receive grants totaling $10-million over five years to develop low-cost, comprehensive, preventive health-related services, including childhood immunizations, exercise programs, and prenatal care.


ADVERTISEMENT

Work in the Teenage Pregnancy Prevention Initiative included the “Teen Pregnancy is an Adult Problem” campaign and support for seven community projects designed to promote healthy adolescent sexuality and to decrease rates of sexually transmitted diseases and pregnancy among adolescents.

The Violence Prevention Initiative supports projects that deal with domestic, handgun, and youth violence as public-health issues. Activities included a campaign to encourage policy makers to invest more resources in violence-prevention projects.

Within the Work and Health Initiative, three sites were selected for the “Winning New Jobs” program, which will provide, over a four-year period, employment training to 6,500 Californians who recently lost their jobs.

Various grants were also made for projects to respond to changes in welfare laws and shifts from federally financed to state-financed health-care-delivery systems in California.

Application procedure: Call or write the foundation to obtain a copy of its current grant-application guidelines.


ADVERTISEMENT

Key officials: Gary L. Yates, president and chief executive officer; Thomas G. David, executive vice-president; Magdalena Beltran-del Olmo, director of communications; Annette Drake, director of administration; Margaret W. Minnich, controller and director of finance; Frank De Jesus Acosta, Ruth Brousseau, Frances E. Jemmott, and Gary D. Nelson, senior program officers; Joan C. Hurley, grants administrator; Earl G. Mink, chairman of the Board of Directors.

PHILADELPHIA FOUNDATION
1234 Market Street, Suite 1900
Philadelphia 19107-3794
(215) 563-6417
World-Wide Web: http://www.phlfound.org
Period covered: Year ending April 30, 1997.

Finances
(in millions) 1996 1997
Assets $129.1 $144.1
Grants, gifts, & bequests 14.5 6.9
Investment income 5.1 4.8
Grant-making & development expenses 1.0 1.2
Grants paid 6.5 8.8

Purpose and areas of support: This community foundation was established in 1918; it makes both restricted and unrestricted grants to non-profit groups operating in southeastern Pennsylvania’s Bucks, Chester, Delaware, Montgomery, and Philadelphia Counties.

The foundation comprises more than 270 constituent funds. In 1996-97, grants totaling $8.8-million were distributed to some 650 groups as follows: human-services programs received 28.2 per cent of grant dollars; the Philadelphia Neighborhood Development Collaborative, 24.0 per cent; public and community development, 17.5 per cent; education, 8.6 per cent; health, 7.5 per cent; children and their families, 7.4 per cent; arts, culture, and the humanities, 5.3 per cent; and the environment and matching gifts, 1.5 per cent.

Its support for human-services grants increased significantly; projects focused on meeting the needs and increasing the self-reliance of immigrants, minorities, and other disadvantaged and at-risk people.


ADVERTISEMENT

The Philadelphia Neighborhood Development Collaborative was started by the foundation in 1992. It is a joint program of eight grant-making organizations involved in low-cost-housing production and neighborhood revitalization.

The foundation is one of 20 community funds nationwide participating in the Ford Foundation’s “Changing Communities, Diverse Needs” program to devise improved ways through which to reach low-income blacks, Asian Americans, and Latinos. Last year, four groups joined to form the Asian-American Fund, which will make grants to better meet the needs of that community in southeastern Pennsylvania.

The foundation played an active role in helping to organize the First National Conference on Black Philanthropy, which was held in Philadelphia last March.

Application procedure: Applicants should call the foundation to receive a copy of its “Applicant Guidelines” and corresponding forms, or visit its World-Wide Web site. The foundation has two annual distribution cycles; the next two deadlines are June 1 and November 2. Interested organizations should apply well before the deadlines. Priority is given to eligible organizations that represent low-income or minority communities; that involve constituents in making organizational decisions, setting policies, and evaluating programs; and that have annual operating budgets under $1.5-million.

Key officials: Carrolle Fair Perry, president; Lynette E. Campbell, vice-president for programs; Cynthia Jones Eiseman, vice-president for development and communications; Diane M. Frea ney, vice-president for finance and administration; Greg H. Goldman, senior program officer; Jennifer Payne Corbitt, grants manager; John Taylor, manager of the Philadelphia Neighborhood Development Collaborative; Peter B. Vaughan, chair of the Board of Managers.


ADVERTISEMENT

ANDY WARHOL FOUNDATION FOR THE VISUAL ARTS
65 Bleecker Street, Seventh Floor
New York 10012
(212) 387-7555
World-Wide Web: http://www.warholfoundation.org
Period covered: Year ending April 30, 1997.

Finances
(in millions) 1996 1997
Assets $108.9 $110.1
Interest, dividends, royalties, & licensing fees 1.2 1.1
Net gain on sale of art works 3.6 6.2
Administrative & general expenses 4.1 4.3
Grants authorized 1.6 1.2

Purpose and areas of support: The foundation was created in 1987, in accordance with the terms of the will of the artist Andy Warhol. It “fosters innovative artistic expression and the creative process” by supporting cultural organizations that support artists and their work, directly or indirectly.

Grants are made to curatorial programs at museums, artists’ groups, and other cultural institutions to assist in the presentation of the contemporary visual arts, including through exhibitions, catalogues, and related activities.

The foundation also supports the creation of new art works through regranting and artist-in-residence programs. The work of choreographers and performing artists may occasionally be supported in cases in which the visual arts are an important element of a production.

The fund also makes some grants for the preservation of historic properties with cultural significance, as well as for projects that “directly affect the context in which artists work” — for example, freedom of expression and equitable access to artistic resources.


ADVERTISEMENT

For example, $20,000 went to the Seattle-based National Campaign for Freedom of Expression to support and develop its programs, and $35,000 went to the Rittenhouse Coalition in Philadelphia to restore stained glass at three local historic churches.

Other grants included $50,000 to the Studio Museum in Harlem for two exhibitions, and $50,000 to the New York-based organization Art Matters for fellowship support.

In 1994, various art works by artists other than Andy Warhol and other tangible property were distributed by Mr. Warhol’s estate to the foundation. The items are being appraised and their value is not reflected in the financial statements above. Under the terms of Mr. Warhol’s will, the balance of his estate will be transferred to the foundation at a future date.

Application procedure: Proposals should be submitted in the form of a two- to three-page letter that describes the activity for which funds are being requested. Applications should also provide a budget for the project and a copy of the organization’s ruling on its tax-exempt status under Section 501(c)(3) of the Internal Revenue Code. The foundation will contact the applicant if additional in formation is desired. Proposals should be addressed to Pamela Clapp, Program Director, at the address above. Grant requests are reviewed twice a year; the postmark deadlines for proposals are March 15 and September 15. The foundation is unable to support projects using fiscal agents, and it does not make grants directly to individuals.

Key officials: Archibald L. Gillies, president; Pamela Clapp, program director; Rosanne Sasso, grants administrator; Frederick W. Hughes, chairman emeritus.


ADVERTISEMENT

We welcome your thoughts and questions about this article. Please email the editors or submit a letter for publication.