Foundation Annual Reports

EL POMAR FOUNDATION
10 Lake Circle
Colorado Springs, Colo. 80906
(719) 633-7733 or (800) 554-7711
http://www.elpomar.org

Period covered: Year ending December 31, 2001.

Purpose and areas of support: The foundation — whose name means “the orchard” in Spanish — was established in 1937 by Spencer Penrose and his wife, Julie. Mr. Penrose was a successful gold miner in Colorado in the 1890s who founded the Utah Copper Company, which was later acquired by the Kennecott Utah Copper Company.

The foundation received much of Mr. Penrose’s estate after his death in 1939, as well as additional funds in 1956 following the death of Mrs. Penrose. Its giving is limited to programs in Colorado.

In 2001, the foundation appropriated direct grants totaling $11,924,123 in the following program areas: civic and community, which received $6,883,000; human services, $1,533,523; education, $1,195,600; arts and humanities, $1,050,000; health, $1,102,000; and other, $160,000.

Civic and community grants included $75,000 to Triathlon Federation USA, in Colorado Springs, to purchase a building to serve as its headquarters. Other awards included $15,000 to the Town of Ridgway for a project to restore the Uncompahgre River.

Human-services grants included $10,000 to the Colorado Springs Independence Center to purchase computer hardware and software for a technology resource center for disabled residents of the Pike’s Peak area.

Education grants included $5,000 to the Children’s Outreach Project Therapeutic Day Care Center, in Denver, for tuition assistance for special-needs children.

Grants for arts and humanities included $50,000 to the Central City Opera, in Central City, to upgrade technology in the opera house, and to renovate a historical building for staff and artist housing.

Health grants included $25,000 to the American Heart Association, in Colorado Springs, for efforts to make cardiac defibrillators more widely available in public locations.

In addition to its direct grants, the foundation operates several programs, including the annual Awards for Excellence, cash prizes that recognize and support outstanding nonprofit groups and community leaders throughout Colorado.

The foundation’s Youth in Community Service program enables youths to gain firsthand experience in philanthropy by encouraging them to raise money and then donate it, along with cash from the foundation, to local charities.

The El Pomar Nonprofit Resource Center, in Colorado Springs, houses a library collection affiliated with the Foundation Center that provides Colorado nonprofit groups with fund-raising resources.

Application procedure: Applicant organizations must be based in Colorado and classified as tax-exempt under Section 501(c)(3) of the Internal Revenue Code. Organizations may be nominated for the Award for Excellence only by members of the foundation’s selection commission. Additional application requirements, including those that are program-specific, are available at the foundation’s Web site.

Key officials: William J. Hybl, chairman of the Board of Trustees and chief executive officer; R. Thayer Tutt Jr., president of the board and chief investment officer; Robert J. Hilbert, secretary, treasurer, and senior vice president for administration; David J. Palenchar, senior vice president for operations; Susan S. Woodward, vice president; Kristin H. Donovan, associate vice president for grant making and communications; Beverly A. Mason, senior investment officer; Matthew J. Carpenter, program officer; Mary Rose Taylor, grants administrator.

NINA MASON PULLIAM CHARITABLE TRUST
135 North Pennsylvania Street Suite 1200
Indianapolis, Ind. 46204
(317) 231-6075

2201 East Camelback Road Suite 600B
Phoenix, Ariz. 85016
(602) 955-3000
http://www.ninapulliamtrust.org

Period covered: Year ending December 31, 2001.

Purpose and areas of support: The trust was created in 1997 upon the death of Nina Mason Pulliam, former president of Central Newspapers Inc., which publishes the flagship dailies in Indianapolis and Phoenix. The company was founded in 1934 by Mrs. Pulliam’s late husband, Eugene. In keeping with the wishes of Mrs. Pulliam, the trust’s grant making focuses on improving the lives of residents of Indiana and Arizona, and on supporting projects to help poor people, women, children, and animals in those states. Primary emphasis is placed on charitable organizations that serve Indianapolis and Phoenix, with secondary consideration given to projects elsewhere in Indiana and Arizona.

In 2001, the trust awarded grants totaling $18,077,949 as follows: the program on helping people in need received $11,182,545, or 62 percent of grant dollars allocated; enriching community life, $4,110,000, or 23 percent; and protecting animals and nature, $2,785,404, or 15 percent. In all, the trust made grants to 197 groups, 122 of which were first-time grantees.

Also in 2001, the trust established the Nina Mason Pulliam Legacy Scholars program, which offers college scholarships each year to 40 “nontraditional” scholars in Indiana and Arizona. Award winners are typically men and women 25 years and older who have dependents and are seeking to complete a college degree; adults or traditional college-age students who are physically disabled; or youths who have grown up in the child-welfare system and are financially independent.

The program on helping people in need supports organizations and programs that provide basic necessities such as food, clothing, shelter, and medical care; that help elderly people remain healthy and independent; that serve people with physical and developmental disabilities; and that provide health, educational, and other services to disadvantaged children, youths, and their families. For example, the Vivian Smith Teen Parenting Program, in Indianapolis, received $150,000 to open a second site at which it provides teenage parents with child care, transportation, tutoring, counseling, and other services.

Grants for the protection of animals and nature support organizations and programs that “strengthen community bonds” with animals and nature and that educate the public about environmental conservation. For example, the Grand Canyon National Park Foundation, in Flagstaff, Ariz., received $1-million over three years to construct two trails, and to endow a fund for maintaining its trail system.

The community-life program focuses on arts and culture, community development, and civic revitalization in Indianapolis and Phoenix. Awards included $38,000 to Rosie’s House, in Phoenix, to provide disadvantaged children with music education and instruction.

Application procedure: The trust accepts proposals from organizations that are tax-exempt under Section 501(c)(3) of the Internal Revenue Code, with primary consideration given to charities in metropolitan Indianapolis and Phoenix. On occasion, the trust considers grant proposals from national organizations whose programs benefit those cities or other communities in Indiana or Arizona, or that benefit society as a whole. Organizations in Indiana and Arizona should send their inquiries to the respective addresses above.

Key officials: Harriet M. Ivey, president and chief executive officer; Robert L. Lowry, chief financial and operating officer; Mary K. Price, director of grants administration and secretary to the Board of Trustees; Edmund H. Portnoy, director of grants programs for Arizona; Michael R. Twyman, director of grants programs for Indiana; David A. Hillman and Lee Ann Hoy, grants programs managers, Indianapolis; Robert C. Berger and Belen K. Martinez, grants program managers, Phoenix; Frank E. Russell, chairman of the Board of Trustees.

WEINGART FOUNDATION
1055 West Seventh StreetSuite 3050
Los Angeles, Calif. 90017-2305
(213) 688-7799
http://www.weingartfnd.org

Period covered: Year ending June 30, 2002.

Purpose and areas of support: The foundation was established in 1951 by Ben Weingart, a California real-estate developer and investor, and his wife, Stella. Mr. Weingart died in 1980.

Grant making gives preference to organizations that provide services in seven Southern California counties: Kern, Los Angeles, Orange, Riverside, San Bernardino, Santa Barbara, and Ventura.

The foundation makes grants in two broad program areas: adults and the greater community, which received $21,015,478 in fiscal year 2002; and children and youths, which received $15,236,860.

Grants to benefit adults and the greater community emphasized health and human services, cultural opportunities, and capital improvements and administrative support at nonprofit groups. Awards included $200,000 to the Kern County Economic Opportunity Corporation, in Bakersfield, Calif., to construct a food-bank warehouse facility.

Grants for children and youths focused on arts opportunities, child welfare, education, and health. Recipients included the Heart Touch Project, in Santa Monica, Calif., which received $40,000 for a touch-therapy program for children.

Application procedure: Applicant organizations must be tax-exempt under Section 501(c)(3) of the Internal Revenue Code and not private foundations as defined under Section 509(a) of the code. Organizations that believe they meet the foundation’s eligibility criteria should submit three copies of a brief letter that contains a statement of the need for funds, the total project cost, the amount sought, and enough factual information to enable the foundation to determine its initial response. One copy of any supporting data may accompany the letter.

Key officials: Steven D. Broidy, chairman and chief executive officer; Fred J. Ali, president and chief administrative officer; Laurence A. Wolfe, vice president for administration and real estate and corporate secretary; Deborah M. Ives, director of finance and controller; Rosa M. Castillo, Barbara Kaze, and Jerry C. Yu, program officers.