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Foundation Giving

Foundation Annual Reports

December 16, 1999 | Read Time: 9 minutes

THE FREEDOM FORUM
1101 Wilson Boulevard
Arlington, Va. 22209
(703) 528-0800
http://www.freedomforum.org

Period covered: Year ending December 31, 1998.

Finances
(in millions) 1997 1998
Assets $984.8 $1,077.0
Net investment income $91.3 $165.3
General & administrative expenses $5.0 $9.5
Program expenses $38.0 $64.8

Notes: Financial data are for the Freedom Forum Inc., the Freedom Forum Newseum, and the Freedom Forum First Amendment Center. Data for 1997 are for the seven months ending 12/31/97.

Purpose and areas of support: The Freedom Forum was established in 1991 as the successor to the Gannett Foundation. It is an international foundation that promotes journalism education, media studies, First Amendment protections, the professional development of journalists, and the advancement of women and minorities in journalism. Its activities include conferences, publications, research, training, on-line services, partnerships and exchanges, and fellowships.

The Freedom Forum supports two affiliated organizations, the Newseum, in Arlington, Va., and the First Amendment Center, at Vanderbilt University, in Nashville. It conducts programs within the United States at three centers: the World Center, in Arlington, Va.; the Media Studies Center, in New York; and the Pacific Coast Center, in San Francisco.


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The foundation also maintains offices in Cocoa Beach, Fla., and in Buenos Aires, Hong Kong, Johannesburg, and London.

More than 400,000 people visited the Newseum, which features exhibits and interactive activities on news and the news media, during its second year of operation. A large traveling exhibit allowed materials from the Newseum to be taken on the road; the “NewsCapade” will visit all 50 states by the end of 2000, stopping at festivals, state fairs, shopping malls, and other sites.

The international division directs the fund’s foreign programs, which include conferences and forums on global media issues, training programs for journalists, and a network of news and journalism libraries in Central and Eastern Europe, Russia, Asia, Africa, and Latin America.

The “Free Press/Fair Press” project organized forums in eight countries that explored the responsibility of the news media to be fair and to report events accurately despite such hindrances as government pressure and lack of professional training.

The foundation’s diversity and journalism-education programs include the Paul Miller Washington Reporting Fellowships and the Chips Quinn Memorial Scholarship Program for Minorities in Journalism.


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Other activities included continued expansion of free!, the Freedom Forum’s on-line news service, and public forums on news-media coverage of the Clinton-Lewinsky story, the Y2K problem, and school shootings.

Application procedure: The Freedom Forum supports only its own programs and related partnerships; unsolicited grant requests and proposals are not accepted.

Key officials: Charles L. Overby, chairman and chief executive officer; Peter S. Prichard, president; Robert H. Giles, senior vice-president and executive director of the Media Studies Center; Felix F. Gutierrez, senior vice-president and executive director of the Pacific Coast Center; Kenneth A. Paulson, senior vice-president and executive director of the First Amendment Center; Joe Urschel, senior vice-president and executive director of the Newseum; Chris Wells, senior vice-president-international; Harvey S. Cotter, vice-president for finance and treasurer; Maurice R. Fliess, vice-president for publications; Pamela Galloway-Tabb, vice-president for general services; Jack Hurley, vice-president for broadcasting; Max Page, vice-president and deputy director, Newseum; Adam Clayton Powell III, vice-president for technology and programs; Tracy A. Quinn, vice-president-New York Newseum; Nate Ruffin, vice-president for human resources; Rod Sandeen, vice-president for administration; Beth Tuttle, vice-president for marketing and communications.

DAVID AND LUCILE PACKARD FOUNDATION
300 Second Street, Suite 200
Los Altos, Cal. 94022
(650) 948-7658
http://www.packfound.org

Period covered: Year ending December 31, 1998.


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Finances
(in millions) 1997 1998
Assets $8,991.3 $9,577.9
Distributions receivable from the Packard Trust $5,271.1 $18.7
Net realized & unrealized gains on investmentsr $610.1 $931.7
Direct charitable expenses $5.3 $8.0
Program operating expenses $5.5 $10.6
Grants awarded $200.8 $348.0

Purpose and areas of support: The foundation was created in 1964 by David Packard, co-founder of the Hewlett-Packard Company, and his wife, Lucile Salter Packard. When Mr. Packard died in March 1996, the foundation was named as the beneficiary of a major portion of his estate. The subsequent distribution of that bequest from the David and Lucile Packard Trust more than doubled the foundation’s assets, from roughly $3.7-billion to approximately $9.6-billion.

As a result, foundation officials engaged in a major planning process that examined governance, operating, and program issues, as well as challenges and opportunities in its grant-making areas. In 1998, grants were allocated as follows: special areas, which received $106,850,551; children, families, and communities, $59,666,410; science, $58,495,845; population, $51,748,971; conservation, $49,620,757; organizational effectiveness, $9,757,343; the arts, $9,066,573; and philanthropy, $3,539,448.

The special-areas program supports activities and projects that do not fall within designated priorities or that represent emergency or special needs. Ten program-related investments were made, and awards included $17,711,742 to Oregon State University, in Corvallis, to establish the Consortium for Excellence in Marine Conservation Science.

The foundation directed final support to three areas: education, film preservation, and archaeology. Those three programs are now under the purview of the Packard Humanities Institute, which received $1.6-billion from the foundation in May of this year. The institute had been a beneficiary of the foundation since its creation in 1987 by David Woodley Packard, the son of David and Lucile Packard.

The Center for the Future of Children — which was established in 1989 as an operating program — completed its merger with the foundation’s community program, forming the new children, families, and communities program. Emphasis is placed on child care and development, youths and families, child health, employment and job training, food and shelter, child protection and advocacy, neighborhoods, and welfare reform. Direct services emphasize support for residents of Monterey, San Mateo, Santa Clara, and Santa Cruz Counties and elsewhere in California.


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The Lucile Salter Packard Children’s Health Services at Stanford University and related institutions received $23.3-million to provide pediatric care to youngsters in the San Francisco Bay area. Other awards included $157,740 to the Santa Cruz County Human Resources Agency to enroll eligible disadvantaged children in subsidized health-insurance plans, and $354,950 to the University of California at Berkeley to study the effects of welfare restructuring upon mothers and their young children.

Science grants focus on three complementary strategies: supporting scientific research; bolstering science and engineering education, particularly among minorities; and promoting scientific advances that benefit humankind.

Population grants support efforts to increase women’s access to reproductive-health and family-planning services. Support focuses on programs in the United States and in Ethiopia, India, Mexico, Myanmar, Nigeria, Pakistan, the Philippines, and Sudan.

The foundation awarded more than $29-million in grants during the inaugural year of its Conserving California Landscapes Initiative, an effort to conserve at least 500,000 acres of sustainable natural systems and agricultural lands in California’s Central Coast, Central Valley, and Sierra Nevada regions.

Cole Wilbur retired earlier this year, after serving as the foundation’s first executive director for 23 years. He was succeeded by Richard T. Schlosberg III, former publisher and chief executive officer of the Los Angeles Times.


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Application procedure: Specific guidelines and brochures for grant-making programs, lists of recent grants, and recent annual reports are available at http://www.packfound.org or may be obtained by contacting the foundation. Before preparing any proposal, applicants should carefully review the guidelines and geographic limitations for the appropriate grants program. The foundation accepts grant proposals only from tax-exempt, charitable organizations and does not provide grants for specific individuals or religious purposes. The board reviews proposals at quarterly meetings; deadlines are as follows: December 15 for the March meeting; March 15 for the June meeting; June 15 for the September meeting; and September 15 for the December meeting.

Key officials: Richard T. Schlosberg III, president and executive director; Carol S. Larson, director of foundation programs; Hugh C. Burroughs, director of special projects and external affairs; George Vera, director of finance and administration; Susan Packard Orr, president of the Board of Trustees.

Program directors: Hugh C. Burroughs (philanthropy), Sarah Clark (population), Jaleh Daie (science), Nancy Glaze (arts), Barbara D. Kibbe (organizational effectiveness), Jeanne C. Sedgwick (conservation), Lorraine Zippiroli (children, families, and communities).

ROSE COMMUNITY FOUNDATION
600 South Cherry Street, Suite 1200
Denver 80246-1712
(303) 398-7400
http://www.rcfdenver.org

Period covered: Year ending December 31, 1998.


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Finances
(in millions) 1997 1998
Assets $212.9 $238.9
Interest & dividends $7.3 $5.9
Net realized & unrealized gains on investments $22.3 $28.0
Contributions $2.6 $1.2
Administrative & operating expenses $1.6 $2.3
Grants paid $4.0 $9.6

Purpose and areas of support: The foundation was established in 1995 with proceeds from the sale of Rose Medical Center. Grant making concentrates on five programs: aging, child and family development, education, health, and Jewish life. The foundation accepts proposals from non-profit institutions that serve the metropolitan Denver region, which comprises Adams, Arapahoe, Boulder, Denver, Douglas, and Jefferson Counties.

In 1998, its third year of grant making, the foundation allocated 541 grants totaling $9.8-million. This was up from 244 grants totaling $5.3-million awarded the previous year.

The program on aging emphasizes support for low- and moderate-income senior citizens and those who are subject to social isolation and health risks. Projects also focus on strengthening public awareness of services available to elderly people and on expanding the availability of independent-living services.

Child- and family-development grants focus on two areas: early-childhood development and the economic self-sufficiency of families.

Education grants stress school-improvement strategies that provide professional development for teachers, support comprehensive changes at individual schools, and use schools as focal points for delivering services offered by local non-profit groups.


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Health grants support efforts to provide uninsured children with the preventive and other health-care services they need. For example, the foundation worked closely with the State of Colorado, child-advocacy organizations, and health-care professionals to develop Child Health Advocates, a new non-profit group charged with expanding enrollment in “Child Health Plan Plus,” a state-run health-insurance program that combines state and federal dollars to offer low-cost insurance to needy children.

The Jewish-life program focuses on outreach to “unconnected” Jews, experiences that promote Jewish education and personal growth, organizational development, and leadership development. One highlight was the foundation’s creation of the three-year, $10-million “Endowment Challenge” in partnership with the Allied Jewish Federation of Colorado.

Application procedure: Contact the foundation for a copy of its “Guidelines for Grant Proposals” booklet. Detailed grant-making and application guidelines are also provided on the foundation’s World-Wide Web site at http://www.rcfdenver.org.

Key officials: Sheila Bugdanowitz, president and chief executive officer; Marguerite M. Johnson, director of programs; Judith R. Koff, chief financial officer; Elsa I. Holguin and Lisa Farber Miller, senior program officers; Phil Nash, director of communications; Richard L. Robinson, chair of the Board of Trustees.

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