Foundation Annual Reports

THE CALIFORNIA ENDOWMENT
21650 Oxnard Street, Suite 1200
Woodland Hills, Calif. 91367
(800) 449-4149 or (818) 703-3311
http://www.calendow.org

Period covered: Year ending February 28, 2001.

Purpose and areas of support: The foundation was created in 1996 as the result of the nonprofit Blue Cross of California’s conversion to WellPoint Health Networks, a for-profit corporation. The California Endowment is the state’s largest health-care foundation, stressing regional approaches that directly benefit the overall health of California residents. It also makes some grants for statewide projects.

To aid its regional grant making, the foundation maintains five regional offices — in Fresno, Los Angeles, Sacramento, San Diego, and San Francisco — in addition to its main office in Woodland Hills.

During its fiscal year 2001, the endowment appropriated 677 grants totaling $191,350,500. The foundation’s main discretionary grant-making program is CommunitiesFirst, which focuses on three major areas: access to health-care services, health and well-being, and multicultural health. Grants are made to address wide-ranging health issues, including asthma, diabetes, and other chronic illnesses; crisis situations; mental health; substance abuse; and services for low-income and uninsured immigrant and migrant families, American Indians, and other minorities.

The endowment initiated the Agricultural Worker Health Program, a five-year, $50-million program to improve the health and living conditions of California’s underserved agricultural workers and their families. The endowment is working in partnership with the state of California and the administration of Mexican President Vicente Fox to carry out the program.

In September 2000, the endowment issued a request for proposals (RFP) for projects to increase access to high-quality mental-health services and to improve the mental health of all Californians. The RFP was sent to public and private nonprofit organizations with expertise in the field of mental health, and resulted in $24-million in awards to 46 organizations statewide.

The endowment is the primary grant maker for the 100% Campaign, an effort to enroll eligible children in the Medi-Cal/Healthy Families program. It has pledged more than $3-million over three years to this effort, a partnership between Children Now, the Children’s Defense Fund, and the Children’s Partnership.

In general, grants made in fiscal year 2001 included a two-year, $250,000 award to the Boys & Girls Club of San Pedro, in Los Angeles, to provide mental-health and case-management services to diverse children and families, and a two-year, $325,945 award to the San Diego Urban League to plan and initiate community-outreach and health-education programs for local refugees from East Africa.

Statewide grants included $3-million over five years to the Rural Community Assistance Corporation, in West Sacramento, to expand a loan and technical-assistance program that enables rural nonprofit organizations to build, renovate, or expand health facilities.

Application procedure: The endowment uses a variety of funding approaches to meet the needs of local communities, including the CommunitiesFirst open-application grant program, requests for proposals, and funding partnerships. Grant making is restricted to nonprofit and government organizations in California, and no grants are awarded to individuals. To apply to the CommunitiesFirst program, applicants must generally have valid tax-exempt status under Section 501(c)(3) of the Internal Revenue Code and be classified as a public charity and not as a private foundation under Section 509(a), or should be a government agency. Visit the foundation’s Web site for additional information.

Key officials: Robert K. Ross, president and chief executive officer; Julie Tugend, vice president and chief operating officer; George Nicholas, vice president and chief financial officer; Peggy Hinz, vice president of communications; Chris McCarns, director of human resources; Mario Gutierrez, director of strategic programs; Alicia Lara, director of responsive grant making; Jai Lee Wong, senior program officer and manager of the southern California region; Laura Hogan, program officer and interim manager of the northern California region; Marion Standish and Gwen Walden, senior program officers; Stewart Kwoh, chair of the Board of Directors.

COMMUNITY FOUNDATION FOR SOUTHEASTERN MICHIGAN
333 West Fort Street, Suite 2010
Detroit, Mich. 48226-3134
(313) 961-6675
http://www.cfsem.org

Period covered: Year ending December 31, 2000.

Purpose and areas of support: Established in 1984, this community foundation serves the seven counties of southeastern Michigan: Wayne County, where Detroit is located, as well as Livingston, Macomb, Monroe, Oakland, St. Clair, and Washtenaw.

In 2000, the foundation authorized approximately 2,100 grants totaling $17,923,871, and donors established 49 new constituent funds. Grant making emphasizes the arts and culture, civic affairs, community development, education, health, and human services.

Within those areas, the foundation gives priority to programs that reflect one or more of the following characteristics: developing or testing new solutions to community problems, improving the effectiveness or efficiency of nonprofit groups, enhancing the quality of an organization’s efforts and its stature, facilitating cooperation and collaboration among organizations, increasing the diversity and competitiveness of the region’s economy, and encouraging volunteerism and civic development.

In the first year of its Southeast Michigan Healthy Youth and Healthy Seniors Fund, the foundation awarded 24 grants totaling $743,132 to improve the health of young and elderly people living in the region. For example, $50,000 went to the Barbara Ann Karmanos Cancer Institute, in Detroit, for the Hazards of Tobacco Program, and $25,000 went to Catholic Social Services of Monroe County, in Monroe, for the Older Adults Program.

Initiated in 1998, the foundation’s six-year Touch the Future program teaches local nonprofit groups how to build permanent endowments through planned gifts, and provides them with financial incentives and technical assistance. Organizations that received assistance in 2000 included the Arab Community Center for Economic and Social Services, the Michigan Jewish AIDS Coalition, and the Michigan Women’s Foundation.

Since 1997, the foundation has led the five-year Southeastern Michigan Community Partnership for Cultural Participation. Awards made in 2000 included $25,000 to the Detroit-based Arts League of Michigan to implement a cooperative marketing effort involving group sales.

Grants awarded in other program areas included $25,000 to the Ann Arbor Hands on Museum to expand the Science Education Outreach Program, and $79,145 to the YWCA of Metropolitan Detroit for the Parenting Matters Zero to Three Secondary Prevention Consortium Program.

Two affiliated funds are administered as part of the community foundation: the Chelsea Community Foundation and the Community Foundation for Livingston County.

The African American Legacy Program is a consortium of black organizations working in partnership with the foundation. It works to increase the awareness of charitable-giving options among African-American individuals, organizations, and legal and financial advisers; to increase financial capital for new programs and projects to meet the needs of the black community; and to create permanent endowments.

In 2000, the Grayling Fund, an affiliate of the community foundation, received a gift of more than $39-million. This was made possible through the termination of the David M. Whitney Fund, a private foundation established in 1949 by the late Mr. Whitney, a Detroit real-estate executive, for whom the fund is now named.

Application procedure: The foundation accepts grant requests from organizations serving southeastern Michigan that are tax-exempt public charities under Section 501(c)(3) of the Internal Revenue Code. Grant guidelines are available on request, and grant inquiries and applications are welcome at any time. The foundation’s trustees make all grant decisions at meetings held quarterly. The foundation generally does not award grants to individuals or for buildings and equipment, general operating support, sectarian religious programs, fund-raising campaigns, or conferences and meetings. More information on grant-making programs and guidelines is available at the foundation’s Web site.

Key officials: Mariam C. Noland, president; Robin D. Ferriby, vice president, donor relations; Karen L. Leppanen, vice president, finance and administration; Mark E. Neithercut, vice president, program; Brenda G. Price, senior program officer and director, African American Legacy Program; Kim-Lan Trinh, senior program officer; Ronald E. Whiteside, grants manager; Ruth C. Benedict, communications director; Joseph L. Hudson Jr., chairman of the Board of Trustees.

ANDY WARHOL FOUNDATION FOR THE VISUAL ARTS
65 Bleecker Street, Seventh Floor
New York, N.Y. 10012
(212) 387-7555
http://www.warholfoundation.org

Period covered: Two years ending April 30, 2001.

Purpose and areas of support: The foundation was created in 1987, as stipulated by the terms of the will of the artist Andy Warhol. Its main objective is to support the creation and presentation of contemporary visual art. It also preserves, documents, exhibits, and licenses Mr. Warhol’s art works, and the foundation earns its annual income and creates endowment primarily through the sale of Warhol paintings, sculptures, and drawings.

During the two-year period described in the report, the foundation made grants totaling $20,203,044 to 137 cultural organizations. Allocations focus on the creation, presentation, and documentation of contemporary visual-arts projects at institutions nationwide, as well as on freedom of expression, advocacy for artists, and historic preservation.

For example, $50,000 went to the Japan Society, in New York, for a retrospective exhibition of works by the artist Yoko Ono, and $50,000 went to the Western Pennsylvania Conservancy, in Mill Run, to aid in the restoration of Fallingwater, one of the most acclaimed structures designed by Frank Lloyd Wright and a masterpiece of “organic architecture.”

In 1999, the foundation inaugurated the five-year, $5-million Warhol Initiative, which is designed to strengthen small to mid-sized visual-arts groups. Each year, eight organizations are selected to participate and to receive technical assistance, peer-learning opportunities, and cash grants of approximately $100,000. Participants to date have included the Center for Women and Their Work, in Austin, Tex.; Galeria de la Raza, in San Francisco; and Intermedia Arts, in Minneapolis.

In May 1999, the foundation joined a consortium of 20 other grant makers to form the Creative Capital Foundation, which supports projects by individual artists working in the visual, performing, and media arts. The Warhol Foundation initially pledged $2-million over five years and, when Creative Capital began a $40-million endowment campaign in December 2000, the foundation pledged an additional $10-million in matching funds.

During the two years covered in this report, the foundation lent 922 Warhol paintings, sculptures, drawings, prints, and photographs to 19 new exhibitions dedicated solely to the work of Andy Warhol.

In September 2001, Archibald L. Gillies retired as president of the foundation, having served in that position since early 1990. He was succeeded by Joel Wachs, a member of the Los Angeles City Council, a prominent arts advocate, and a member of the foundation’s board.

Application procedure: Visit the foundation’s Web site for a copy of its most recent grant guidelines. The foundation is unable to fund proposals using a fiscal agent, and is also unable to make grants directly to individuals.

Key officials: Joel Wachs, president; Pamela Clapp, program director; K.C. Maurer, chief financial officer; Yona Backer, program officer; Jacqueline Farrell, grants administrator; Werner H. Kramarsky, chairman of the Board of Directors.