NINA MASON PULLIAM CHARITABLE TRUST

Transcription

NINA MASON PULLIAM
CHARITABLE TRUST
ANNUAL REPORT 2001
TRUSTEES' LETTER
It has been a year of growth and refinement for the Nina Mason
Pulliam Charitable Trust. Our grantees continued to build better
realities for the families and communities they serve. In a year that
we all shared the tragedy and horror of September 11, the Trust’s
mission seemed especially appropriate and comforting.
Frank E. Russell
Trustee Chairman
Our grantmaking supported the efforts of 197 nonprofit organizations
primarily in Arizona and Indiana with $18,077,949 in funding
commitments to help people in need, protect animals and nature
and enrich the quality of life in our communities and neighborhoods.
We continued to hold our grant award presentations at grantee sites.
These events showcase the work of our grantee organizations and
provide a forum for them to meet each other. Collaborative efforts
have been realized as a result of these interactions. In Indianapolis,
we held these events at the Benedict Inn Retreat and Conference
Center, Indiana Historical Society and Old Centrum. In Phoenix,
Society of St. Vincent de Paul, Friendly House’s Joseph I. Flores
Academia del Pueblo School and the Church of the Beatitudes
hosted our events.
Carol Peden Schatt
Trustee
Nancy M. Russell
Trustee
2001 introduced an exciting signature program for the Trust. The Nina
Mason Pulliam Legacy Scholars program provides nontraditional
students in Arizona and Indiana the opportunity to receive a college
education. Nina Pulliam believed that education is a tool for people
to realize their dreams and a better life for their children. The Nina
Scholars program honors her commitment to families and education
and takes the Trust’s primary giving area of helping people in need
to a higher level.
The Trust has completed its fourth year of a 50-year life. Upon Nina
Mason Pulliam’s death in March of 1997, her assets, at her direction,
were placed into an irrevocable charitable trust to support the
causes she loved in her home states of Arizona and Indiana. Since
the Trust began its grantmaking in 1998, it has provided $56,345,406
in total funding commitments to 396 nonprofit organizations.
We are pleased to share this report on the 2001 grantmaking and
financial activities of the Nina Mason Pulliam Charitable Trust.
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C H A R I T A B L E
T R U S T
HELPING PEOPLE IN NEED
PROTECTING ANIMALS AND NATURE
ENRICHING COMMUNITY LIFE IN ARIZONA AND INDIANA
The Trust appreciates and thanks its year 2001 grantees whose
activities were photographed for inclusion in this report.
Arizona Bridge to Independent Living
Phoenix, Arizona
Grand Canyon National Park Foundation
Grand Canyon, Arizona
Hoosier Environmental Council, Inc.
Indianapolis, Indiana
Jireh Sports
Las Fuentes Health Clinic of Guadalupe
Guadalupe, Arizona
The Nina Scholars partner colleges and universities:
Arizona State University
Tempe, Arizona
Indiana University-Purdue University Indianapolis (IUPUI)
Ivy Tech State College, Central Indiana Campus
Maricopa Community Colleges
Phoenix, Arizona
Rosie’s House
Formerly Christmas House Foundation, Inc.
Phoenix, Arizona
Vivian Smith Teen Parenting Program
Young Audiences of Indiana, Inc.
3
PRESIDENT’S REPORT
In 2001 the Trust continued to expand its grant
relationships with nonprofit organizations in both
Arizona and Indiana, with the majority of our
grantees serving the populations of Maricopa
County in Arizona and metropolitan Indianapolis
in Indiana. Of the 197 organizations the Trust
supported last year, 122 were first-time grantees.
In addition to expanding its network of support, the
Trust also initiated the Nina Mason Pulliam Legacy
Scholars program. Through the Nina Scholars, the
Trust is expanding the reach of its priority area of
interest, to help people in need, which represented
62 percent of the grant funds awarded and more
than 80 percent of the number of grants we made
in 2001. In addition to women, children, youth and
families, we continued our commitment to the
disabled and elderly populations.
Our grants to protect animals and nature
emphasized expanding opportunities for all people
to interact with and enjoy the vast array of natural
resources available to them in Arizona and Indiana.
We also continued our strong commitment to
enrich community assets, especially for the citizens
of Phoenix and Indianapolis.
Nonprofit organizations again were welcome to
apply for capital support, program grants, and in
limited cases, operational support. Our application
guidelines on page 23 provide detailed information
on the types of funding we will consider providing.
Once again, the Trust conducted three rounds
of grant distributions and held six grant award
presentation events. The Trustees also hosted
celebratory luncheons for the first cohort of Nina
Scholars in Indianapolis and Phoenix. We moved
into new permanent offices in Phoenix and formed
a partnership with the Grand Canyon Trust to be
the long-term home for its new collection of original
Grand Canyon art. Those interested in viewing the
collection are welcome to call our Phoenix office
to schedule an appointment.
I hope you find this report helpful in learning more
about the Trust and our growing family of grantees.
Harriet M. Ivey
President and Chief Executive Officer
4
PROGRAM AREAS
Protecting Animals and Nature
Helping People in Need
157 Grantees, $11,182,544.50
62% of funds awarded in 2001.
15 Grantees, $2,785,404.50
The Trust supports organizations and
programs that strengthen community
bonds with animals and/or nature,
protect wildlife and its habitats, and
educate the public to preserve and
enhance the environment.
Basic Needs - The Trust supports
organizations and programs that serve those
who are without sufficient food, clothing,
shelter, medical care and other necessities
of life.
Elderly Persons - The Trust supports
organizations and programs that assist
elderly adults and preserve their mental
and physical well-being and
independence.
Enriching Community Life
25 Grantees, $4,110,000.00
Physically and Developmentally
Disabled Adults and/or Children The Trust supports organizations and
programs that provide services for
people with physical and
developmental disabilities.
Arts and Culture - The Trust supports, on
a limited basis, a variety of
organizations and programs that
broaden opportunities for all citizens to
enjoy the arts and the cultural
amenities of their communities.
Women, Children, Youth
and Families - The Trust supports
organizations and programs that improve
the well-being of and future opportunities
for children, youth and their families. This also
includes programs that provide health and
educational services.
Community Building and
Civic Revitalization - The Trust
supports organizations and programs
that address the needs of depressed
neighborhoods, as well as contribute to
the overall vitality and quality of civic
life in the Trust’s priority communities
of Indianapolis and Phoenix.
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NINA SCHOLARS
In 2001 the Trust established the Nina Mason Pulliam
Legacy Scholars program to open doors of opportunity
for 40 men and women seeking college degrees. The
individuals selected by the four participating universities
and community colleges to be the first Nina Scholars
all aspire to overcome financial, social and physical
challenges.
Participating schools are Maricopa Community Colleges
and Arizona State University in the Phoenix area and
Ivy Tech State College, Central Indiana Campus and
Indiana University-Purdue University Indianapolis (IUPUI)
in central Indiana.
Ashlee Adkins, IUPUI Nina Scholar, works on her school-supplied
laptop computer. "The financial assistance has allowed me to
attend school without having a full-time job, leaving ample
time for my studies," she said. Ashlee aspires to be a doctor.
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Few scholarship programs currently exist for the non-traditional
student in the United States. The Nina Scholars program especially
seeks to assist men and women, 25 years and older with
dependents, who have not yet attended college or who are
seeking to return after a long absence. They share the goal of
acquiring a college degree in order to increase future
opportunities for their families. Others eligible for consideration
include adults and traditional college-age students who are
physically disabled and youth seeking to enter college for the first
time who have grown up in the child welfare system and are
financially independent.
Along with a full scholarship, which includes tuition, fees and books,
each Nina Scholar receives a $2,500 living allowance to assist with
such necessities as child care and transportation. Additionally,
each school has a Nina Scholars coordinator to assist the students
and to coordinate special programs and activities, all designed
to help each student be successful.
Many of the nonprofit organizations the Trust funds through its
regular grant program serve individuals eligible for the type of
support the Nina Scholars program offers. Creating relationships
with these organizations and the participating colleges and
universities brings the opportunity of higher education and selfsufficiency to those who might not have dreamed a college
degree was in their reach.
The Trust looks forward to welcoming a new cohort of students
each year to the growing Nina Scholars family.
Regular interaction among
the ASU cohort of Nina
Scholars is further
encouraged through their
weekly three-credit
humanities seminar. Nina
Scholars program staff at
ASU also participate.
For Maricopa Community
College Nina Scholar Luis
Osuna, studying is a family
affair. The family of six
regularly spends time
together on their school
homework.
In addition to his own
academic responsibilities,
Ivy Tech Nina Scholar
Stephen Planck, who is
visually impaired, finds
time to tutor other
disabled students.
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Vivian Smith Teen Parenting Program
$150,000 grant
Since 1989, the staff and volunteers of the
Vivian Smith Teen Parenting Program have worked to
provide child care, transportation, tutoring, counseling,
parent education and referral services to teen parents.
The program has two equally important objectives: to
assist young parents in becoming independent citizens
and effective parents, and to provide their babies with
a healthy start in life. The organization provides teen
parents with a network of support services so they can
attend school full time with the goal of graduating. The
Trust grant supported the opening of a second site for
the program on the northwest side of Indianapolis.
Following a day of high school classes, teen parents spend
time playing with and caring for their infants.
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After-school gymnastics classes involve children of all
ages. Instructors and students enjoy the "ups and downs"
of their time together.
Susan Webb, ABIL director of employment services,
leads a training program for participants in the Ticket
to Work program.
Clinic staff discuss the afternoon patients schedule. In
the background is a photo composite of the Las Fuentes
Clinic infant patients.
Jireh Sports
$40,000 grant
Jireh Sports was created to use unique sports
and recreation opportunities to mentor youth
and provide them supplemental educational
opportunities. Jireh offers gymnastics classes
for boys and girls, wrestling, competitive tumbling
teams, and tutoring to children in the MartindaleBrightwood neighborhood of Indianapolis. The
grant from the Trust supported both after-school
and summer programs. The mentor relationships
and the teams formed at Jireh help provide
children with a sense of "family" in addition to
their families at home.
Arizona Bridge to Independent Living, Inc.
Phoenix, Arizona
$100,000 grant
The Trust grant supported the establishment
of Arizona Bridge to Independent Living as
the first organization to offer the Ticket to Work
program in Arizona. The program provides
return-to-work services for the estimated
150,000 eligible participants in Arizona and is
designed so that people with disabilities can
take personal responsibility to achieve or
continue independent lifestyles and improve
their quality of life. Arizona was selected as
one of 13 states to initiate the Ticket to Work
program, a national project administered by
the Social Security Administration to assist
people with disabilities and reduce
dependence on government
entitlement programs.
Las Fuentes Health Clinic of Guadalupe
Guadalupe, Arizona
$45,000 grant
Established in 1995 by Dr. John W. Molina, a native
of Guadalupe, Las Fuentes is a community-based
health clinic offering affordable and accessible
primary care to families of the Mexican-American
and Yaqui Indian communities. Guadalupe is
centrally located in the Valley of the Sun; families
there have a median household income of only
$28,499. Fewer than half of the 3,000 active
patients have health insurance. The Clinic's
medical services include well-baby and
well-child exams, a vaccination program for
children, a women's health program, obstetrics
and gynecological care, and a family practice.
The Trust provided support for a management
position to expand and develop the infrastructure
of the clinic and to maintain a consistent level
of services.
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ORGANIZATION NAME
GRANT AMOUNT
A Stepping Stone Foundation
Phoenix, AZ
Affiliation of Arizona
Indian Centers, Inc.
Phoenix, AZ
$
50,000
5,000
Agape Network
Phoenix, AZ
15,000
Agape Therapeutic
Riding Center
Cicero, IN
50,000
Ahwatukee Health Resources of
Mountain View Lutheran Church
Phoenix, AZ
31,500
AIDS Project Arizona, Inc.
Phoenix, AZ
75,000
Alzheimer's Association
Arizona Chapter
Phoenix, AZ
150,000
GRANT DESCRIPTION
ORGANIZATION NAME
Organizational and program support
over two years to maintain four preschool
classrooms serving at-risk families in the
Alhambra and Isaac school districts.
Another Way - Page Task Force
Against Domestic Violence
Page, AZ
Support to assist low-income individuals with
emergency services such as transportation,
groceries, utility assistance, child care
services and professional clothing needs
while participating in employment and
training activities.
Arc of Indiana
Indianapolis, IN
Arizona Association of
Community Health Centers
Phoenix, AZ
GRANT AMOUNT
$
43,000
7,000
75,000
GRANT DESCRIPTION
Support for a coordinator position to
continue the job readiness and training
program to assist victims of domestic
violence.
Support for Camp Awareness, a residential
camp for youth, ages 4 to 19, with autism.
Support for The Arizona Partnership for
Immunization (TAPI) to expand immunization
to vulnerable Arizonans through collaboration
with new and existing community partners.
Support to purchase a commercial
refrigerator, a freezer and a combination
refrigerator/freezer to increase food
storage capacity.
Arizona Bridge to
Independent Living, Inc.
Phoenix, AZ
100,000
Support to launch the Black Stallion Literacy
Project at three IPS schools. The project
uses at-risk high school students to read to
first-grade students, including special-needs
children and Spanish-speaking children.
Support to implement a new program that
enables adults with disabilities to return to
work under the federal Ticket to Work and
Work Incentives Improvement Act of 1999
(TWWIIA).
Arizona Center for the
Blind & Visually Impaired
Phoenix, AZ
100,000
Support to acquire, expand and remodel the
Center's facility based on current and future
service needs of the target population, of
which 50 percent are elderly.
Arizona Foundation for Women
Phoenix, AZ
15,000
Support for the Emergency Crisis
Transportation Program, which transports
victims of domestic violence to shelters, safe
houses and medical facilities with 24-hour
availability.
Arizona Humanities Council
Phoenix, AZ
50,000
Support to continue the statewide expansion
of the Motheread Literacy Program from the
existing seven sites to a minimum of 14 sites.
Arizona Kidney Foundation
Phoenix, AZ
25,000
Support to continue providing
life-sustaining medications and nutritional
supplements critical to patients' well being.
200,000
Support to hire a resource specialist to
identify the Ahwatukee senior population in
need of basic assistance and enable them
to continue to live independently.
Support for Family Care Services and
targeted HIV prevention outreach to
women and underserved ethnic minority
communities in metropolitan Phoenix.
Support for a demonstration project to
develop a curriculum for dementia-specific
palliative care and provide training on its
use to nursing homes, assisted-living facilities
and hospice organizations.
Alzona Lutheran Preschool
& Child Care Center
Phoenix, AZ
13,000
Support for building improvements at the
Preschool and Child Care Center.
Arizona Recreation Center
for the Handicapped
Phoenix, AZ
22,000
Support to send approximately 35 children
with Type I Diabetes to Camp AZDA.
The Arizona Republic
Disaster Relief Fund
Phoenix, AZ
50,000
American Diabetes Association
Phoenix, AZ
Animals Benefit Club of Arizona, Inc.
Phoenix, AZ
87,000
Support to expand animal-assisted activities
and therapy programs for at-risk children
and the elderly at 12 additional sites,
including T.J. Pappas School for homeless
children, Devereux Arizona, Phoenix
Children's Hospital, Childhelp Children's
Center of Arizona, as well as other schools,
pediatric hospitals, homeless shelters and
assisted-living facilities.
Arizona State University
Tempe, AZ
49,769.50 Support for a longitudinal evaluation study
of the Nina Mason Pulliam Legacy Scholars
program in collaboration with IUPUI.
Support to assist in the construction
of the Recreation & Sports Complex.
Support for the Disaster Relief Fund
sponsored by The Arizona Republic. Funds
were matched by the Robert R. McCormick
Tribune Foundation and were granted to
nonprofit agencies providing relief services
in New York City and Washington, D.C.
10
ORGANIZATION NAME
GRANT AMOUNT
Arizona State University Foundation
Tempe, AZ
$
461,201
GRANT DESCRIPTION
ORGANIZATION NAME
Support for the Nina Mason Pulliam Legacy
Scholars program.
Boys & Girls Clubs
of Indianapolis, Inc.
Indianapolis, IN
Arizona Women's Education
and Employment, Inc.
Phoenix, AZ
75,000
Support to provide job readiness and training
to unemployed and under-employed
individuals in Maricopa and Yavapai counties.
Assistance League of Phoenix
Phoenix, AZ
20,000
Support for Operation School Bell, which
provides 3,000 at-risk kindergarten through
sixth-grade children in metropolitan Phoenix
with school clothing and supplies.
Association for
Supportive Child Care
Tempe, AZ
70,000
Support to expand and enhance the Arizona
Kith and Kin Child Care Project by increasing
the number of providers, adding a training
element for early brain development, and
broadening the child health and safety
component.
Association of Arizona
Food Banks, Inc.
Phoenix, AZ
175,000
Avondale Community
Action Program
Avondale, AZ
5,000
Support to implement a two-year pilot
project to establish a Farmers Market
Nutrition Program in Arizona for low-income
families and seniors to improve health by
purchasing fresh fruits and vegetables at the
Farmers Market, and for the Let's Talk Turkey
campaign providing turkeys to a coalition of
Arizona food banks for the Thanksgiving and
Christmas holidays.
Support for emergency financial assistance
for individuals and families during the
holiday season.
Back-To-School Clothing
Drive Association
Glendale, AZ
35,000
Support to provide clothing, supplies and
school uniforms for 4,000 to 6,000 students
in 26 Phoenix-area school districts.
Bethlehem House
Residence, Inc.
Indianapolis, IN
75,000
Support to hire a clinical director and a
managing director for a new residential
treatment facility for substance abusers.
The facility in the Mapleton-Fall Creek
neighborhood is to house men, women
and women with children.
Big Brothers of
Greater Indianapolis, Inc.
Indianapolis, IN
Bosma Industries
for the Blind, Inc.
Indianapolis, IN
30,000
100,000
Support to expand the Big Brothers
Experience Corps Program, which provides
tutoring and mentoring to boys and girls
during the school day, to four additional IPS
schools, to serve a total of 417 children.
Support to replace the roof of the building
housing Bosma's assembly operations, which
employs visually impaired individuals.
GRANT AMOUNT
Boys & Girls Clubs
of Metropolitan Phoenix
Phoenix, AZ
Bread of Life Missions, Inc.
Camp Verde, AZ
Breaking Free, Inc.
Indianapolis, IN
$
225,000
Support over two years to implement
Computer Clubhouses in four of the five
Boys & Girls Clubs to increase access
to technology for an estimated 1,100
disadvantaged youth daily.
112,000
Support to provide master's level education
specialists to advance the quality of
programming at four club branches in
economically challenged communities.
6,000
Support for gasoline costs to transport food
from food banks in Phoenix and Flagstaff
to people in need in the town of Camp
Verde and surrounding rural areas of the
Verde Valley.
15,000
Support to implement the new Hispanic
Outreach Program to broaden the
availability of domestic violence services
to central Indiana's Hispanic population.
Broadway United Methodist Church
Indianapolis, IN
5,000
Buckeye Community Action Program
Buckeye, AZ
5,000
Butler-Tarkington
Neighborhood Association
Indianapolis, IN
3,000
Central Phoenix Family Services Center
Phoenix, AZ
5,000
Chandler Community Action Program
Chandler, AZ
5,000
Children's Bureau of Indianapolis
Indianapolis, IN
GRANT DESCRIPTION
Support for the Jubilee Summer Program,
which provides academic programming,
character education, recreational
development and ongoing programs for
teens, as well as opportunities for caregivers
to become involved.
holiday season.
Support for the Youth Development Camp,
a daily program that offers neighborhood
elementary-grade youth activities to teach
conflict resolution, healthy lifestyles, personal
development and relationship building.
holiday season.
holiday season.
10,000
Support for PRO 100, an employment
program for youth, ages 14 to 18, to learn
social skills, employer expectations and
computer skills while earning money at
IPS sites and Indy Parks.
11
ORGANIZATION NAME
Christamore House
Indianapolis, IN
CICOA The Access Network, Inc.
Indianapolis, IN
Clarian Health Partners, Inc.
Indianapolis, IN
Clinica Adelante, Inc.
Surprise, AZ
Coburn Place Safe Haven
Indianapolis, IN
GRANT AMOUNT
$
6,000
100,000
5,040
77,000
2,500
Coleman Adoption Services, Inc.
Indianapolis, IN
20,000
Community Hospitals Foundation
Indianapolis, IN
111,000
Concerned Citizens for
Community Health
Scottsdale, AZ
Concord Neighborhood Center
Indianapolis, IN
Damar Services, Inc.
Camby, IN
GRANT DESCRIPTION
ORGANIZATION NAME
Support for Summer Splash, which provides
daily indoor and outdoor enrichment
activities and educational programs for
youth, ages 4 to 13.
Dayspring Center
Indianapolis, IN
Support for the CICOA Foundation's
endowment fund to ensure continued
care of the elderly in central Indiana.
Support for the Health Careers Internship
Program, a six-week full-time summer
program for high school students. Students
work in hospital departments and on special
projects, conduct research, and make
presentations.
Support to complete and furnish a dental
clinic in the Buckeye Family Care Center to
provide needed dental services for 13,000
residents of southwest Maricopa County.
Support for Coburn Place Summer Camp,
a daily program that provides recreational,
educational and cultural experiences for
transitional housing residents, ages 5 to 18.
Support for the new Birthmother Services
Program to increase medical, social and
direct counseling services to women who
ultimately decide to keep their babies.
Support for a health and wellness clinic at
Howe Middle School to provide medical
care and education for 800 students, their
families and residents of the Irvington
neighborhood.
5,000
for individuals and families during the holiday
season.
20,000
Support for the Southside Childcare Support
Project, which provides child care in a safe
environment focusing on academic
achievement, positive social interaction,
non-violent social skills and positive adult
role models.
75,000
Support to help pilot the Real World program,
providing chronically institutionalized children
with supervised "real world" living practice
while re-introducing them to the rewards
and challenges of living in the community.
The Domestic Violence
Network of Greater
Indianapolis
Indianapolis, IN
East Tenth United Methodist
Children and Youth Center
Indianapolis, IN
GRANT AMOUNT
$
30,000
103,000
50,000
GRANT DESCRIPTION
Support for the emergency family shelter,
outreach and food programs.
Support to increase staff and to expand
organizational capacity to develop a more
comprehensive and coordinated service
delivery system for victims of domestic violence.
Support for daycare and youth programs
serving families on the near northeast side
of Indianapolis.
Ebenezer Foundation
Indianapolis, IN
150,000
El Mirage Community
Action Program
El Mirage, AZ
5,000
season.
The Family School
Phoenix, AZ
21,000
Support to hire staff to supervise teachers
implementing a program for violence and
delinquency prevention and to develop and
employ tools to assess the long-range impact
of the program.
Fox 59 Disaster Relief Fund
Indianapolis, IN
50,000
Support for the Disaster Relief Fund sponsored
by Fox 59 Television. Funds were matched by
the Robert R. McCormick Tribune Foundation
and were granted to nonprofit agencies
providing relief services in New York City
and Washington, D.C.
Fresh Start of Indianapolis, Inc.
Indianapolis, IN
30,000
Support to purchase a truck for the Client
Delivery Services program, which picks up
donated furniture and other items, delivering
them to clients who have moved out of
abusive relationships and into their own homes.
Support over three years to increase HIV/AIDS
services, counseling and testing for African
Americans by utilizing non-traditional and
alternative testing methods.
Fresh Start Women's Foundation
Phoenix, AZ
150,000
Support for the Women's Resource Center
in central Phoenix to provide an array of
services to women seeking self-sufficiency.
Gennesaret Free Clinic, Inc.
Indianapolis, IN
120,000
Support over two years to expand the dental
program to better serve homeless and needy
individuals in Marion County.
5,000
season.
Gila Bend Community
Action Program
Gila Bend, AZ
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ORGANIZATION NAME
GRANT AMOUNT
Gilbert Community Action Program
Gilbert, AZ
Girls Ranch, Inc. of Arizona
Scottsdale, AZ
Glendale Community Action Program
Glendale, AZ
Glendale Human Services Council, Inc.
Glendale, AZ
Golden Gate Community Center
Phoenix, AZ
$
GRANT DESCRIPTION
ORGANIZATION NAME
5,000
season.
Horizon House, Inc.
Indianapolis, IN
12,500
Support for the Residential Prevention
Program providing assistance to families who
cannot afford the monthly resident program
fee.
5,000
100,000
50,000
GRANT AMOUNT
Horses Help
Cave Creek, AZ
$
25,000
Support to provide basic services including
day shelter, mail pick-up, showers, laundry,
case management, legal counseling and
referrals to local agencies to help homeless
individuals and families in Indianapolis.
25,000
Support to install an automated sprinkler
system at the new Horses Help facility, which
provides therapeutic and recreational
horseback riding opportunities for clients age
2 and older who have physical disabilities,
cognitive challenges and/or mental health
problems.
season.
Support for start-up of the Domestic Older
Victims Empowerment and Safety (DOVES)
program to provide transitional housing and
support services to older victims of domestic
violence in western Maricopa County.
Support over two years to maintain and
expand activities of the Fitness and Personal
Development program for the children and
families of west central Phoenix, primarily
within the Isaac School District.
Independent Residential
Living of Central Indiana
New Palestine, IN
Indiana Amateur
Baseball Association
Indianapolis, IN
100,000
5,000
Indiana Association of Cities
and Towns Foundation, Inc.
Indianapolis, IN
50,000
Greater Phoenix Interfaith
Hospitality Network
Phoenix, AZ
Guadalupe Community Action Program
Guadalupe, AZ
Hispanic Education Center
Indianapolis, IN
Homeward Bound
Phoenix, AZ
Hook's Discovery and Learning Center
Indianapolis, IN
25,000
5,000
8,000
130,000
75,000
Support to provide ongoing services for
homeless families.
season.
Support for Summer Discovery 2001, a daily
program that provides academic and arts
activities for youth, ages 6 to 10.
Support to purchase equipment and supplies
for the dental clinic located in the Nina
Mason Pulliam Learning Center. The clinic
serves homeless and domestic violence
families participating in the transitional
housing program.
Support for the Brain Motor-Vator program,
a mobile science learning lab with which
staff can present live, interactive bioscience
and life sciences demonstrations at various
locations, such as daycare programs,
schools, after-school programs, senior
citizen centers and festivals throughout
central Indiana.
Indiana Blind Children's Foundation
Indianapolis, IN
Indiana Hospice & Palliative
Care Organization
Indianapolis, IN
Support over two years to develop a
housing program to serve disabled children
and adults.
Support for Indy Parks Youth Baseball
program that teaches baseball history,
skill development and self-esteem to
urban youth.
Support to implement the new Youth
Development in Indiana Cities and Towns
project to better enable local government
officials to enhance and support youth
development initiatives in their communities
by increasing their involvement in such issues.
200,000
Support to complete the library renovation
project at the Indiana School for the Blind.
98,000
Support for Gentle Goodbye, a one-year
public engagement campaign to educate
central Indiana residents about choices in
end-of-life care and ways to communicate
their choices to their loved ones and
caregivers.
210,000
Support over two years to conduct an
evaluation of all existing literacy programs
in Indiana. Results will help the Foundation
develop programs that will help more than
30,000 Hoosiers learn to read.
Indiana Literacy Foundation, Inc.
Indianapolis, IN
Indiana State Fair Commission
Indianapolis, IN
Indiana University Foundation
Indianapolis, IN
GRANT DESCRIPTION
5,765
459,113
Support for the Youth Discovery Days and
Little Hands on the Farm programs.
Scholars program at IUPUI.
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ORGANIZATION NAME
GRANT AMOUNT
Indiana Youth Group, Inc.
Indianapolis, IN
Indianapolis Interfaith
Hospitality Network
Indianapolis, IN
Indianapolis Private
Industry Council, Inc.
Indianapolis, IN
Indianapolis Senior Citizens' Center
Indianapolis, IN
The Ivy Tech Foundation, Inc.
Indianapolis, IN
Interfaith Cooperative Ministries
Phoenix, AZ
Jameson, Inc.
Indianapolis, IN
$
50,000
2,695
200,000
30,000
732,739
16,500
6,000
Jewish Family & Children's
Service of Southern Arizona, Inc.
Phoenix, AZ
25,000
Jireh Sports
Indianapolis, IN
40,000
GRANT DESCRIPTION
ORGANIZATION NAME
Support for the Homeless Outreach Project
to link the estimated 2,000 homeless gay,
lesbian, bisexual and transgender youth in
Indianapolis with basic needs (food, shelter),
as well as medical and mental healthcare.
Joy's House
Indianapolis, IN
Support for Youth Summer Camps, which
provide recreational activities daily for
homeless youth, ages 4 to 16.
Support over two years for design and startup of the new system/data warehouse for
the development of the Central Indiana
Community Network, an integrated, on-line
human services network that will share client
information and referrals in order to help
families obtain better services.
Support for a planning and feasibility study
for the Consortium for Creative Aging and
Retirement, a collaborative effort that will
encourage retirement-age individuals to
pursue lifelong learning and to share their
talents and resources with the broader
community.
Scholars program at the Ivy Tech central
campus.
Support for the Financial Assistance
Program to provide emergency assistance
for low-income and homeless individuals
and families.
Support for the Traditional and Youth
Leadership Camp, a residential program
providing four camps for at-risk youth,
ages 6 to 18.
Support to purchase a van for the Tucson
Loan Chest to deliver medical equipment
and supplies to a growing client base of
uninsured and under-insured individuals and
families in Tucson and rural Pima County.
Support to provide non-traditional sports
training, recreation opportunities, education
and leadership development to urban youth
and families in the Martindale-Brightwood
neighborhood of Indianapolis.
GRANT AMOUNT
GRANT DESCRIPTION
40,000
Support for a new day center for adults and
seniors who are mentally and/or physically
challenged.
Martin Luther King, Jr.
Multi-Service Center
Indianapolis, IN
52,000
Support for the Center's Technology Job
Preparedness Project, a free program that
offers technology-based training and job
placement for young adults.
Labor's Community
Service Agency
Phoenix, AZ
76,000
Support over two years to hire a full-time
manager to expand Project S.H.I.F.T.
(Securing Help In Family Transportation),
which helps low-income families acquire
vehicles at significantly discounted prices.
Las Fuentes Health Clinic
of Guadalupe
Guadalupe, AZ
45,000
Support for a management position to
expand and develop the present
infrastructure of the Clinic in the Guadalupe
community.
Lighthouse Ministries, Inc.
Indianapolis, IN
58,000
Support to replace three heating and
cooling units and to support outreach
programs for central Indiana men, women
and children in a facility that serves the
emergency needs of the homeless
population in central Indiana.
Literacy Volunteers of America, Inc.
Maricopa County
Phoenix, AZ
59,000
Support to purchase computer equipment
and software to help students with learning
disabilities.
Lutheran Child & Family
Services of Indiana/Kentucky
Indianapolis, IN
70,000
Support to renovate and furnish the Lesley
home for the Independent Living Program,
which provides housing and the necessary
skills and knowledge to enable youth who
have been in the foster care system to live
successfully outside the institutional setting.
Mapleton-Fall Creek
Christian Legal Clinic
Indianapolis, IN
60,000
Support to better serve low-income people
in need of civil legal assistance.
601,222
Scholars program.
Marion County Commission
on Youth, Inc.
Indianapolis, IN
30,000
Support to develop and implement a youth
leadership curriculum for youth, ages 13 to
19, that teaches them how to serve their
community as leaders and decision makers.
Mental Health Association
in Marion County
Indianapolis, IN
39,000
Support to purchase a 15-passenger van for
transporting residents of two group homes
and to provide home improvements to the
Ferriday House.
The Maricopa Community
Colleges Foundation
Phoenix, AZ
$
14
ORGANIZATION NAME
GRANT AMOUNT
Mental Health Association
of Arizona
Scottsdale, AZ
$
25,000
GRANT DESCRIPTION
ORGANIZATION NAME
Support for the Homeless Children Mentor
Program to recruit and train 50 volunteer
mentors, to provide one-on-one attention,
support and role modeling to children
living in Valley homeless shelters for a
minimum of one year.
Peace Learning Center
Indianapolis, IN
Mesa Community Action
Network, Inc.
Mesa, AZ
5,000
Support for emergency financial
assistance for individuals and families
during the holiday season.
Metropolitan School District
of Perry Township
Indianapolis, IN
5,000
Support for a summer school program that
provides safe activities for at-risk youth on
the south side of Indianapolis.
20,000
Support to expand services of the Mobile
Clinic in the Phoenix metropolitan area for
the uninsured working poor.
Mission of Mercy, Inc.
Arizona Mobile Clinic
Scottsdale, AZ
Native Americans for
Community Action, Inc.
Flagstaff, AZ
225,000
Neighborhood Clinic, Inc.
Phoenix, AZ
100,000
Support over three years to stabilize
NACA’s finances in order to allow them
to continue delivering basic medical
care services to urban Native
American families.
Support for the construction of a new
facility to provide medical and dental
care for the working poor community
in central Phoenix.
New Directions Institute
Phoenix, AZ
330,000
Support over two years to train parents
and volunteers, using new findings about
the healthy brain development of infants.
New Life Center
Goodyear, AZ
100,000
Support over two years to provide
emergency shelter, counseling,
education, advocacy and other
services for victims of domestic
violence and their children.
Northwest Tempe Neighborhoods
Community Development
Corporation (NewTowN CDC)
Tempe, AZ
30,000
Partners in Housing
Development Corporation
Indianapolis, IN
50,000
Support for start-up of the Homebuyer
Assistance Program to provide financial
education and counseling for low- and
moderate-income families in Tempe
who are purchasing homes.
Support for an enhanced social services
delivery system at The Blue Triangle
Residence Hall, which houses 96 formerly
homeless individuals.
GRANT AMOUNT
Peoria Community Action Program
Peoria, AZ
Phoenix Day Child and
Family Learning Center
Phoenix, AZ
$
GRANT DESCRIPTION
75,000
Support to hire a training coordinator and a
marketing/ business consultant for a program
that teaches conflict resolution skills to fourthand sixth-graders in IPS and other schools in
Marion County.
5,000
to individuals and families during the holiday
season.
100,000
Support to renovate and expand the Center's
facility to increase its child care capacity from
96 to 165 children, ages 6 weeks to 5 years,
from at-risk environments.
Phoenix Shanti Group, Inc.
Phoenix, AZ
30,000
Support for 21 low-income individuals with
limited job skills to participate in the Certified
Nursing Assistant Training Program to give them
additional education necessary to secure
gainful full-time employment.
PREHAB of Arizona, Inc.
Mesa, AZ
25,000
Support for the Domestic Violence initiative
Safe Temporary Overflow Program (DV-STOP)
to provide emergency accommodations,
food and critical support for victims of
domestic violence who are waiting to enter
an existing shelter.
Prevent Child Abuse Indiana, Inc.
Indianapolis, IN
100,000
Support over two years to enhance the
organization's capacity to raise public
awareness and educate the people of
Indiana about child abuse prevention.
Reach for Youth, Inc.
Indianapolis, IN
60,000
Support for strategic planning and new
programming in order to expand services
for at-risk youth and their families in the
Mapleton-Fall Creek area.
Respite Shelter for Homeless Men, Inc.
Phoenix, AZ
20,000
Support to provide temporary shelter and care
for homeless men released from hospitalization.
8,000
Support for Camp Riley, a residential camping
program for disabled youth, ages 8 to 18.
Salvation Army, Phoenix
Phoenix, AZ
25,000
Support of the annual Christmas program,
which distributes food and toys to low-income
families and gifts to people in institutions and
other shut-ins during the holiday season.
Salvation Army, Indianapolis
Indianapolis, IN
25,000
Support to provide shelter and support services
for needy and at-risk women with children and
families during the holiday season.
James Whitcomb Riley
Memorial Association
Indianapolis, IN
15
ORGANIZATION NAME
Second Helpings, Inc.
Indianapolis, IN
GRANT AMOUNT
$
37,000
GRANT DESCRIPTION
ORGANIZATION NAME
Support for the job recruitment/ retention
program to recruit and train individuals in
five classes per year for employment in the
food service industry and to provide job
placement assistance.
Stable Influence Charity Program
Phoenix, AZ
Seventh and Eighth
United Christian Church
Indianapolis, IN
8,000
Support for the Summer Enrichment Program,
a daily program providing arts, math and
science experiences for youth, ages 3 to 16.
Sky Harbor Family Services Center
Phoenix, AZ
5,000
season.
Vivian Smith Teen
Parenting Program
Indianapolis, IN
150,000
Support for a second program site to be
opened on the northwest side of Indianapolis
to provide teen parents with a network of
support services for them and their babies,
while enabling parents to attend school
full time.
Social Health Association
of Central Indiana, Inc.
Indianapolis, IN
50,000
Support for an HIV/STD/Teen Pregnancy
Prevention Education program for youth
incarcerated in central Indiana detention
facilities.
Society of St. Vincent de Paul
Phoenix, AZ
68,000
Support to develop a comprehensive case
management Opportunity Program to help
individuals and families make the transition
from poverty and homelessness to stability
and self-sufficiency.
250,000
Support over three years to expand shelter
programs and services to accommodate
an increased number of clients in the
recently completed addition to Sojourner
Center, which can now house up to 120
victims of domestic violence nightly.
Sojourner Center
Phoenix, AZ
Southwest Community Network
Avondale, AZ
Southwest Leadership
Foundation, Inc.
Phoenix, AZ
56,000
62,000
Support to expand the KEYS Program
(Keeping Excellence in Youth Support) to
two new schools in southwestern Maricopa
County. The program identifies, counsels
and advocates on behalf of teenagers who
are at risk of failing or dropping out of school.
Support to increase the number of afterschool programs for youth, ages 7 to 12,
and expand family support services at four
elementary schools in the Pendergast
School District.
GRANT AMOUNT
20,000
Support to provide therapeutic horsebackriding education for youth and adults who
are mentally, emotionally and/or physically
challenged.
150,000
Support to purchase new digital recording
equipment and software for Sun Sounds
locations in Phoenix, Tucson and Flagstaff
to provide quality programs for individuals
who cannot read due to visual, physical or
learning disabilities.
Sunnyslope Family Services Center
Phoenix, AZ
5,000
holiday season.
Tempe Community Action Agency, Inc.
Tempe, AZ
5,000
holiday season.
Templo Marantha, Inc.
Phoenix, AZ
75,000
Support to renovate a full-service daycare
center to serve approximately 110 children
ages 2 to 13, allowing the center to
re-open and serve low-income families
in south central Phoenix.
Timber Trails Children's Project, Inc.
Sedona, AZ
10,000
Support for the Timber Trails 2001 summer
program, which enables children from
low-income families in Phoenix to attend
summer camp at no charge.
Sun Sounds Foundation, Inc.
Phoenix, AZ
Tolleson Community Action Program
Tolleson, AZ
$
GRANT DESCRIPTION
5,000
holiday season.
Top Dog
Tucson, AZ
30,000
Support to produce a training video/CD
as a supplement to the Teamwork
instructional books, which are designed to
teach disabled individuals to train dogs in
their own homes as "service dogs."
United Christmas Service
Indianapolis, IN
30,000
Support to provide needy families and
individuals with assistance during the
holiday season.
United Way of Central Indiana
Indianapolis, IN
50,000
Support to assist with the funding of basic
needs services in central Indiana.
16
ORGANIZATION NAME
GRANT AMOUNT
University of Indianapolis
Indianapolis, IN
Valle del Sol, Inc.
Phoenix, AZ
$
150,000
150,000
Valley of the Sun School
and Habilitation Center
Phoenix, AZ
44,000
Valley of the Sun United Way
Phoenix, AZ
50,000
GRANT DESCRIPTION
ORGANIZATION NAME
Support for start-up of the University's
Community Programs Center at the
Wheeler Arts Center in Fountain Square,
offering educational enrichment, health
services, arts opportunities, and social and
recreational programs for underserved
residents, children and the Hispanic
population in the area. This program
facilitates community-based learning for
university students who will provide these
outreach services.
West Valley Child Crisis Center, Inc.
Glendale, AZ
Support over two years to expand the
Valle del Sol Resource Center at Garcia
Elementary School in south Phoenix.
Support over two years for the Print Shop,
which is part of a vocational training and
placement program designed to provide
employment opportunities for individuals
who are developmentally disabled.
Support to assist with the funding of an array
of human services in Maricopa County.
250,000
Support for the Teen Leadership Center
Initiative to create six Teen Centers for
youth in underserved neighborhoods in
Maricopa County.
8,000
Support for Visions Summer Jam, a daily
program of positive educational and
recreational experiences for youth,
ages 6 to 13.
VSA arts of Indiana, Inc.
Indianapolis, IN
20,000
Support to purchase adaptive arts
equipment and supplies to outfit
community-based arts classrooms,
which serve developmentally disabled
individuals and at-risk and underserved
young people.
Waste Not, Inc.
Scottsdale, AZ
48,000
Support to expand services to the east and
west Valley by purchasing a refrigerated
truck to facilitate the additional collection
and distribution of perishable food to
organizations feeding the hungry.
5,000
holiday season.
Valley of the Sun YMCA
Phoenix, AZ
Visions, Inc.
Indianapolis, IN
West Phoenix Family Services Center
Phoenix, AZ
GRANT AMOUNT
Wheeler Mission Ministries
Indianapolis, IN
$
250,000
30,000
GRANT DESCRIPTION
Support for the Kids Campus capital
campaign to create a new west side
residential site for abused, neglected and
abandoned children.
Support for a homeless shelter for men 18
years old and older. Support services include
medical care, a dental clinic, a reading
room/day center and a clothing exchange.
Wickenburg Community Action Program
Wickenburg, AZ
5,000
holiday season.
Travis L. Williams Family Services Center
Phoenix, AZ
5,000
holiday season.
Winter Assistance Fund
Indianapolis, IN
65,000
Women's Transition Project, Inc.
Bisbee, AZ
61,000
Support to provide emergency utility
assistance
for low-income households who do not meet
the criteria of other energy assistance
programs.
Support to provide administrative and
program staff for a new transitional homeless
shelter for women and children in the highunemployment area of Bisbee, Arizona.
Helping People in Need • 157 Grantees
$11,182,544.50
17
Even in winter, IPS middle school students can be found
doing fieldwork on their Fall Creek environmental
stewardship project.
Visitors along the Nina Mason Pulliam Trail at the South Rim of the Grand Canyon
are enjoying opportunities to see new scenery of the Grand Canyon and Colorado
River. The trail also has special amenities for the physically disabled.
$23,500 grant
As Indiana's largest environmental organization,
the Hoosier Environmental Council works to
provide safe drinking water, preserve natural
resources and ensure a clean environment to
keep families safe and healthy. The Trust grant
launched the Fall Creek Stewardship project,
which will teach 240 middle school students
in Indianapolis Public Schools how to protect
animals and nature. The students become
"stream doctors" by diagnosing Fall Creek's
physical, biological and chemical health.
They then write and implement a prescription
to restore the creek and urban wildlife habitat
in their adopted area of the creek.
Grand Canyon National Park Foundation
Grand Canyon, Arizona
$1,000,000 grant payable over three years
The Grand Canyon is among the 10 most visited
natural attractions in the world and is a resource
treasured by the citizens of Arizona. The Grand
Canyon National Park Foundation was
established to further the protection, preservation
and enhancement of the Park. The Trust grant
supported the construction of the first 10.7 miles
of the new Greenway Trail System, providing
dramatic new views from the South Rim of the
Canyon to individuals, families and persons with
disabilities, as well as linking important amenities
within the Park. The one-half-mile trail linking
Mather Point to the Yavapai Observation Station
was completed in fall of 2001. The two-mile trail
from Mather Point to the East Rim Overlook
opens in the spring of 2002. These trails provide
previously unseen views of the Colorado River
and Phantom Ranch.
18
ORGANIZATION NAME
Arizona Animal Welfare League
Phoenix, AZ
GRANT AMOUNT
$
125,000
GRANT DESCRIPTION
ORGANIZATION NAME
Support to help construct, equip and
furnish an isolation facility for the treatment
of sick dogs and cats to eliminate the
exposure of healthy animals to disease
and reduce medical expenses for
treating sick animals.
Indianapolis, IN
The Center for Agricultural
Science & Heritage, Inc.
Indianapolis, IN
50,000
Support for a series of educational pilot
programs that will offer opportunities for
1,900 youth and families to learn about
the significance of agriculture in daily life.
Center for Animal Care
and Control, Inc.
Brooklyn, NY
15,000
Support to provide rescue assistance,
veterinary care, housing and placement
for dogs, cats and other companion
animals that have been displaced or
have lost their human family members
in the wake of the attack on the World
Trade Center.
Central Indiana Land Trust, Inc.
Indianapolis, IN
Desert Foothills Land Trust, Inc.
Cave Creek, AZ
Eagle Creek Park Foundation, Inc.
Indianapolis, IN
Friends of the White River
Indianapolis, IN
Grand Canyon National
Park Foundation
Flagstaff, AZ
70,000
Support over two years to hire the first
paid executive director and open an
office in Indianapolis.
GRANT AMOUNT
23,500
Support to launch the Fall Creek Stewardship
project to teach 240 IPS middle school
students how to protect animals and nature.
Humane Society of New York
New York, NY
10,000
Support to provide rescue assistance,
veterinary care, housing and placement for
dogs, cats and other companion animals
that have been displaced or have lost their
human family members in the wake of the
attack on the World Trade Center.
Malpai Borderlands Group, Inc.
Douglas, AZ
75,000
Support to complete the purchase of a
conservation easement to protect 10,000
acres from development, and to conduct
region-wide conservation planning for the
estimated 25 endangered and threatened
wildlife species in the area.
$
Muscatatuck Wildlife
Society Foundation, Inc.
Columbus, IN
150,000
Support to expand the Visitor Center into
a Conservation Learning Center at the
Muscatatuck National Wildlife Refuge.
Peregrine Fund
Boise, ID
150,000
Support over three years for the restoration
and recovery of the California condor in
the Grand Canyon National Park. This is
a collaborative effort with the U.S. Fish
& Wildlife Service and the National
Park Service.
41,904.50 Support to assist with the cost of surveys,
land appraisal and site improvements
within the Go John Canyon Preserve.
1,000,000
10,000
1,000,000
Support for the Eagle Creek Park Campus
development project.
Support for Focus on Urban River
Environments (FOURE'), an awareness/
action campaign to create broad-based
support for a wide variety of White River
enhancement projects in Marion County.
GRANT DESCRIPTION
Southwest Center for Education
and the Natural Environment
Tempe, AZ
50,000
Boyce Thompson
Southwestern Arboretum, Inc.
Superior, AZ
15,000
Support over three years for the
construction of two trails within the
Greenway Trail System, fulfilling a portion
of the Grand Canyon General Master
Plan, and to create a maintenance
endowment for the trails system
Protecting Animals and Nature • 15 Grantees
Support to add two to four schools to the
Schoolyard Habitat Program, which creates
native habitat areas at schools as outdoor
science and environmental learning
laboratories.
Support to plan and design a Children's
Horticultural Garden adjacent to the
Gloria Wing Ong Children's Learning Center.
$2,785,404.50
19
ENRICHING COMMUNITY LIFE
Rosie's House young musicians are practicing in
preparation for their upcoming performance as
part of the community concert series.
With help from a Young Audiences professional artist,
pre-school students at this Day Nursery site experience the
fun and delight of molding pottery and working with clay.
Rosie’s House
Formerly Christmas House Foundation, Inc.
Phoenix, Arizona
$38,000 grant
Since 1996, Rosie’s House has provided children
in central Phoenix with an alternative to crime
and violence by enriching their lives with music. In
partnership with local public school districts,
Rosie’s House offers musical instrument instruction
and music education to economically
disadvantaged children, ages 5 to 18. Last year
more than 150 children participated in group
music lessons, while those who demonstrated
the highest commitment and potential received
private instruction. The Trust grant supported
music faculty to teach classes and helped to
establish new outreach sites. Trust funds also
facilitated a review of the curriculum with
music educators from Arizona State University.
$273,000 grant payable over three years
Young Audiences works with teachers and more than 100 artists
and arts organizations in the community to present live
programs at schools, libraries, parks and community centers
throughout the state. The Trust grant supports the Young at Arts
program, a pilot project designed to expand Young Audiences’
impact beyond school-age children. Young at Arts is a
collaborative effort with the Day Nursery Association that helps
child care workers and artists develop and expand their skills in
providing developmentally appropriate experiences in the arts
for nearly 600 pre-school children.
20
ORGANIZATION NAME
GRANT AMOUNT
Arizona Science Center
Phoenix, AZ
$
Arizona Theatre Company
Phoenix, AZ
Buck Creek Players, Inc.
Indianapolis, IN
Collaboration for a New Century, Inc.
Phoenix, AZ
Community Alliance of the Far Eastside, Inc.
Indianapolis, IN
Freetown Village, Inc.
Indianapolis, IN
Grand Canyon University
Phoenix, AZ
Habitat for Humanity, Valley of the Sun
Phoenix, AZ
250,000
50,000
5,000
70,000
250,000
100,000
100,000
250,000
GRANT DESCRIPTION
ORGANIZATION NAME
Support to establish a cash operating
reserve fund.
Herron-Morton Place Foundation, Inc.
Indianapolis, IN
Support to expand cultural education
and outreach programs for Phoenix and
Tucson underserved youth in kindergarten
through twelfth grade.
The Hopi Foundation
Hotevilla, AZ
Support to purchase sound equipment
as part of the Movin' on Up capital
campaign to renovate a newly acquired
space into a quality theatre and facility
for the community.
Support to establish the Center for
Collaboration to provide a venue for
community representatives to network
and receive technical assistance, training
and materials to more effectively promote
access to safe, affordable housing; health
care; living wage employment; and safe,
healthy environments for children.
Support for the Phase II renovation of
CAFE's new Neighborhood Center to
provide a wide variety of co-located
services for youth, families and senior
citizens on the far east side of Indianapolis.
Support for the planning and
implementation of a living history exhibit
at the new Indiana State Museum in
White River State Park.
Support to renovate and furnish Sydney's
Community Center to provide
educational programs for adults, tutorial
and recreational services for children,
and community enrichment activities in
the Alhambra neighborhood.
Support to underwrite the development
of Villas Esperanza, a 20-acre affordable
housing community in south Phoenix
platted for 85 homes, a community park
and family resource center to provide
homeownership opportunities for lowincome working families.
GRANT AMOUNT
$
85,000
125,000
GRANT DESCRIPTION
Support to purchase a playscape structure
and to construct a picnic pavilion at the
Herron-Morton Place Historical Park on the
near north side of Indianapolis.
Support for the first radio station on the
Hopi Reservation, which promotes public
awareness and community participation.
Improving Chandler Area Neighborhoods
Chandler, AZ
29,000
Support for repairs and improvements to the
ICAN Center.
Indiana Grantmakers Alliance
Indianapolis, IN
20,000
Support for a series of educational programs
on nonprofit financial management.
Indiana Historical Society
Indianapolis, IN
130,000
Support to produce and duplicate a
30-minute Indiana history video and CD-ROM
to reach approximately 6,400 teachers and
86,620 fourth-graders each year.
Indiana State Museum Foundation, Inc.
Indianapolis, IN
500,000
Support over two years to underwrite the Ice
Age Tunnel, to be located in the new Indiana
State Museum, and to provide an interactive
exhibit to educate students and families
about fossil excavation sites and Indiana’s
prehistoric animals.
Support over three years for The Indianapolis
Special Collections Room in the planned
new Central Library.
Indianapolis Marion County
Public Library Foundation
Indianapolis, IN
1,500,000
Indianapolis Neighborhood
Resource Center, Inc.
Indianapolis, IN
100,000
Support over two years for development
of the Community Governance Institute,
an initiative to strengthen the boards of
Indianapolis neighborhood associations
and community-based organizations.
5,000
Support for Voices United, a residential
music camp that provides instruction in
music, drama, percussion, visual arts and
dance for IPS students, ages 11 to 13.
Indianapolis Symphonic Choir, Inc.
Indianapolis, IN
Institute of Cultural Affairs
Phoenix, AZ
45,000
Support for the organization, implementation
and evaluation of Neighborhood Academies,
which are designed to build community
development skills of youth-adult leadership
groups in five low-income neighborhood
partnerships.
21
ORGANIZATION NAME
GRANT AMOUNT
GRANT DESCRIPTION
80,000
Support for an emergency evacuation
system, security doors and telephone system
in a building that houses educational and
service organizations in the Citizens/King Park
neighborhood.
Orpheum Theatre Foundation
Phoenix, AZ
30,000
Support to create a strategic/business plan
for the Orpheum Theatre Foundation to
enhance educational programming and
expand fundraising for the ongoing support
of the Theatre.
Phoenix Family Museum
Phoenix, AZ
40,000
Support for salary and benefits of the first
paid executive director for the Phoenix
Family Museum in order to make the
transition from an all-volunteer organization.
Rosie's House
Formerly
Christmas House Foundation, Inc.
Phoenix, AZ
38,000
Support to expand the after-school music
instruction program for inner-city, at-risk
and economically disadvantaged youth.
The Sycamore Foundation
Indianapolis, IN
25,000
Support to sponsor one of the 2001 Indiana
Achievement Awards winners and underwrite
the Indianapolis Best Practices seminar
to encourage efficiency, innovation and
sustainability in nonprofit organizations.
Theater Works
Peoria, AZ
10,000
Support for sponsorship of the Theater
for Children's Books Alive and Kids Alive
programs, which encourage students to
read and bring live theater to children who
might not have the opportunity to attend
a live performance.
273,000
Support over three years for the Young at
Arts program to work with child care workers
and artists to develop and expand their skills
in providing developmentally appropriate
experiences in the arts for pre-school
children. The program is in collaboration
with the Day Nursery Association.
Jubilee Center
Indianapolis, IN
Indianapolis, IN
$
Enriching Community Life • 25 Grantees
$4,110,000.00
157 Grantees
$11,182,544.50
15 Grantees
$ 2,785,404.50
25 Grantees
$ 4,110,000.00
197 Grantees
$18,077,949.00
Grand Total
22
INDEPENDENT ACCOUNTANTS’ REPORT
STATEMENTS OF FINANCIAL POSITION
Trustees
Nina Mason Pulliam Charitable Trust
Assets
We have audited the accompanying statements of financial position of
the Nina Mason Pulliam Charitable Trust as of December 31, 2001 and 2000,
and the related statements of activities and cash flows for the years then
ended. These financial statements are the responsibility of the Trust’s
management. Our responsibility is to express an opinion on these financial
statements based on our audits.
We conducted our audits in accordance with auditing standards generally
accepted in the United States of America. Those standards require that we
plan and perform the audit to obtain reasonable assurance about whether
the financial statements are free of material misstatement. An audit includes
examining, on a test basis, evidence supporting the amounts and disclosures
in the financial statements. An audit also includes assessing the accounting
principles used and significant estimates made by management, as well as
evaluating the overall financial statement presentation. We believe that our
audits provide a reasonable basis for our opinion.
In our opinion, the financial statements referred to above present fairly, in all
material respects, the financial position of the Nina Mason Pulliam Charitable
Trust as of December 31, 2001 and 2000, and the changes in its net assets and
its cash flows for the years then ended, in conformity with accounting principles
generally accepted in the United States of America.
As of December 31, 2001 and 2000
2001
2000
$6,983,015
$4,893,206
1,661,790
1,475,343
357,961,150
391,059,505
Equipment and leasehold improvements – net
495,596
285,223
Other
452,938
325,590
$367,554,489
$398,038,867
$420,598
$545,227
Cash and cash equivalents
Accrued dividends and interest
Investments
Total assets
Liabilities
Accounts payable and accrued expenses
Deferred federal excise tax
Grant and scholarship commitments
Total liabilities
Net Assets – unrestricted
Total liabilities and net assets
19,089
4,912,972
4,497,539
5,333,570
5,061,855
362,220,919
392,977,012
$367,554,489
$398,038,867
BKD LLP
January 30, 2002
See notes to financial statements.
23
STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED
STATEMENTS OF CASH FLOWS FOR THE YEARS ENDED
December 31, 2001 and 2000
December 31, 2001 and 2000
2001
2000
Changes in Unrestricted Net Assets
Revenues
Interest and dividends
Net realized gain (loss) on investments
Net unrealized loss on investments
9,657,892
(2,011,532)
(16,032,633)
$11,352,713
27,502,262
(30,494,996)
(8,386,273)
8,359,979
1,767,351
108,500
31,615
285,918
1,593,418
114,500
31,616
209,679
116,177
159,106
1,653,306
(101,321)
561,732
67,896
96,803
1,797,048
61,062
454,574
4,582,384
4,426,596
Excess of Revenues Over Expenses
(Expenses Over Revenues)
Before Grants
(12,968,657)
3,933,383
Grants and Scholarships Approved
17,787,436
19,606,304
Change in Net Assets
(30,756,093)
(15,672,921)
Net assets, Beginning of Year
392,977,012
408,649,933
$362,220,919
$392,977,012
Total revenue
Expenses
Employees’ salaries and benefits
Trustees’ fees
Legal and audit expense
Occupancy expense
Depreciation expense
Consulting expenses
Investment management fees
Federal excise tax
Other expenses
Total expenses
Net assets, End of Year
$
2001
Operating Activities
Change in net assets
Items not requiring (providing) cash
Realized (gain) loss on sale of investments
Unrealized loss on investments
Deferred excise tax
Depreciation
Changes in
Accrued dividends and interest
Other assets
Federal excise tax payable
Accounts payable and accrued expenses
Grant and scholarship commitments
Net cash used in operating activities
2000
$ (30,756,093)
$ (15,672,921)
2,011,532
16,032,633
(160,326)
116,177
(27,502,262)
30,494,996
(327,227)
67,896
(186,447)
(5,117)
19,006
(124,629)
415,433
(12,637,831)
453,758
(177,652)
(7,391)
(12,802)
2,875,372
(9,808,233)
(326,550)
(792,049,439)
(175,409)
(1,000,753,229)
807,103,629
991,784,794
14,727,640
14,080,064
4,936,220
Net Increase (Decrease)
in Cash and Cash Equivalents
2,089,809
(4,872,013)
Cash and Cash Equivalents, Beginning of Year
4,893,206
9,765,219
Investing Activities
Purchase of equipment
Purchase of investments
Proceeds from sale and maturities
of investments
Proceeds from sale of
Central Newspapers, Inc. stock
Net cash provided by investing activities
Cash and Cash Equivalents, End of Year
$
6,983,015
$
4,893,206
Supplemental Cash Flow Information
Excise tax paid
$
40,000
$
395,000
24
NOTES TO FINANCIAL STATEMENTS
NOTE 1 — Organization
Revenue and Expense Recognition
Revenues and expenses are reported on the accrual method.
The Nina Mason Pulliam Charitable Trust (Trust) is a continuing trust established
under the provisions of Article 5 of the Nina Mason Pulliam Revocable Trust
Agreement. The term of the Trust shall be for 50 years after the date of death
of Nina Mason Pulliam, which was March 26, 1997. During the Trust’s term, the
Trustees are directed to distribute annually the higher of all of the Trust’s net
income or the distributable amount necessary to comply with federal tax
laws from the Trust property to qualified organizations. Upon the expiration
of the Trust term, the principal and remaining income shall be distributed to
qualified organizations.
The Trust seeks to help people in need, especially women, children and
families; to protect animals and nature; and to enrich community life through
grantmaking in the metropolitan areas of Indianapolis, Indiana, and Phoenix,
Arizona. In 2001 the Trust implemented the Nina Mason Pulliam Legacy
Scholars program, which seeks individuals 25 years and older who have
dependents and share the goal of acquiring a college degree to enhance
future opportunities for their families. Others assisted through this program
include financially independent young adults seeking to enter college for the
first time who have grown up in the child welfare system and college-age
youth and adults with physical disabilities.
Federal Excise Tax
The Trust is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue
Code (Code) and a private foundation under Section 509 of the Code. As a result, the
Trust has not provided for state or federal income taxes. The Trust is subject to a federal
excise tax of 1% or 2% on net investment income, as defined by the Code, and has
recorded excise tax liabilities in the financial statements. Deferred federal excise taxes
(benefits) result from the tax effects associated with unrealized appreciation
(depreciation) on the Trust’s investments.
Equipment and Leasehold Improvements
Equipment, leasehold improvements and automobiles are carried at cost.
Depreciation is computed using the straight-line method based upon the estimated
useful lives that range from three to ten years.
NOTE 2 — Summary of Significant Accounting Policies
Net Asset Classifications
The financial statements have been prepared in accordance with Statement of
Financial Accounting Standards (SFAS) No. 117, Financial Statements of Not-for-Profit
Organizations. SFAS No. 117 requires, among other things, that the financial statements
report the changes in and total of each of the net asset classes, based upon donor
restrictions, as applicable. Net assets are to be classified as unrestricted, temporarily
restricted and permanently restricted.
The Trust maintains its records on the accrual basis of accounting. Some of
the more significant accounting policies used by the Trust are as follows:
All net assets of the Trust are unrestricted and may be used at the discretion of the
Trustees to support the Trust’s purposes and operations.
Use of Estimates
The preparation of financial statements in conformity with accounting
principles generally accepted in the United States of America requires
management to make estimates and assumptions that affect the reported
amounts of assets and liabilities and disclosure of contingent assets and
liabilities at the date of the financial statements and the reported amounts
of revenues, expenses and other changes in net assets during the reporting
period. Actual results could differ from those estimates.
Cash and Cash Equivalents
Cash and cash equivalents consist of bank deposits in federally insured
accounts and money market funds. At December 31, 2001, the Trust’s cash
accounts exceeded federally insured limits by approximately $7,004,000.
For purposes of the statement of cash flows, the Trust considers highly liquid
investments with an original maturity of three months or less when purchased
to be cash equivalents.
NOTE 3 — Federal Excise Taxes
Federal excise taxes are provided at 1% in the statement of activities for the periods
ended December 31, 2001 and 2000, included the following components:
Year Ending December 31
2001
2000
59,005
(160,326)
$ 388,289
(327,227)
Current expense
Deferred expense (benefit)
$
Federal excise tax expense (benefit)
$ (101,321)
$
61,062
Refundable and deferred excise tax benefits at December 31, 2001 and 2000, of
$160,997 and $38,766, respectively, are included in other assets.
Investments
Investments are carried at fair value. Realized and unrealized gains and
losses are reflected in the statement of activities.
25
NOTE 4 — Investments
Future minimum rents to be paid under these leases, excluding future escalation
for rents, realizable taxes and building operating expenses, are:
As of December 31, 2001 and 2000, the investments of the Trust included:
2000
2001
U. S. Government
Treasury securities
Corporate bonds
Equity securities
Mutual funds
Other
Market
Value
Amortized
Cost
$ 65,295,080
43,121,900
135,215,974
106,569,161
7,759,035
$357,961,150
$ 65,247,238
43,019,545
132,554,246
123,311,791
7,952,038
$372,084,858
Market
Value
$ 36,416,783
60,616,170
149,448,742
138,522,660
6,055,150
$391,059,505
Amortized
Cost
$ 36,000,129
60,806,878
146,364,050
139,969,629
6,009,896
$389,150,582
NOTE 5 — Derivative Financial Instruments
The Trust employs five investment managers to manage its portfolio. These managers
are required to follow the Trust’s investment policy with regards to investment risk
and yield. In connection with manager contracts, the Trust can invest in U.S. Treasury
futures contracts, fixed income options and money market futures primarily to
enhance the overall yield of investments and to place its investment portfolio at
a certain position on the yield curve. Credit loss exposure exists in the event of
nonperformance by the other parties, principally large brokerage firms, to
such instruments.
For derivative instruments, net realized gains of $1,485,361 for 2001 are included in
investment income, of which a gain of $209,653 related to U.S. Treasury futures, a
gain of $626,117 related to fixed income options, and a gain of $649,591 related
to money market futures.
NOTE 6 — Operating Leases
The Trust has entered into noncancelable 10-year office space leases in Indianapolis,
Indiana, and Phoenix, Arizona. Both leases include provisions for inflationary rent
increases and require the Trust to pay for its share of building operating costs
above the base year amount. The Trust has the option to extend each lease for
an additional five years beyond the expiration of the initial term. Rent expense
for space in Indianapolis and Phoenix totaled $271,451 and $208,000 for the years
ended December 31, 2001 and 2000.
2002
2003
2004
2005
2006
Thereafter
Total
$
293,364
297,970
311,107
312,949
318,476
1,039,613
$ 2,573,479
NOTE 7 — Employee Benefit Plans
The Trust maintains a wage deferral plan qualified under Section 401(k) of the Internal
Revenue Code that covers all participating employees. The Trust contributes matching
funds on a dollar-for-dollar basis up to the first 4% of the employee’s discretionary
contribution. Trust contributions made to the plan were $57,021 in 2001 and $45,635
in 2000.
The Trust also has a money purchase defined-contribution plan, which is available to
all employees. Contributions are made to the plan based upon 7% of the employees’
wages. Trust contributions made to the plan were $92,392 in 2001 and $85,330 in 2000.
In December 2001, the money purchase plan was amended to eliminate employer
contributions effective January 1, 2002. All employee money purchase plan assets
will then be transferred to the 401(k) plan in February 2002 and the money purchase
plan will be terminated. The Trust plans to continue making discretionary, noncontributory contributions to each employee’s 401(k) plan account based upon
7% of that employee’s wages.
NOTE 8 — Program Expenses
Total expenses for the years ending December 31, 2001 and 2000, were $22,369,820
and $24,032,900. Expenses related to the Trust’s philanthropy program for the years
ending December 31, 2001 and 2000, were $18,841,234 and $20,467,921, and
expenses for management and general and investment expenses were $3,528,586
and $3,564,979.
NOTE 9 — Grant and Scholarship Commitments
At December 31, 2001, grant and scholarship commitments are expected to be
paid to qualifying organizations as follows:
2002
2003
2004
2005
2006
Total
$ 3,025,563
1,179,807
431,838
143,500
132,264
$ 4,912,972
For the year ended December 31, 2001, the total amount of grant commitments for
the current and future years was $18,077,949. The discounted value of these grants
at 8.5% was $17,787,436.
26
GRANT APPLICATION INFORMATION
MISSION
The Nina Mason Pulliam Charitable Trust seeks to help people in need,
especially women, children and families; to protect animals and nature;
and to enrich community life in the metropolitan areas of Indianapolis
and Phoenix.
GEOGRAPHIC PRIORITIES
In keeping with the wishes of Mrs. Pulliam, the Trust gives priority to charitable
organizations that serve the communities of Indianapolis and Phoenix;
secondary consideration is given to the states of Indiana and Arizona. The
Trust may consider grant proposals on an occasional basis from national
organizations whose programs benefit Indianapolis and Phoenix and/or
benefit society as a whole.
The Trust will not accept unsolicited proposals from colleges and universities for
operating or capital requests. (The latter includes endowments for professorial
chairs, faculty training and research, scholarships, and building campaigns.) The
Trust will continue, however, to accept proposals through its regular grant cycles
for support of projects that link higher education institutions to their communities.
From time to time the Trust may consider circulating requests for proposals on a
case-by-case basis.
SCHEDULE AND SCOPE OF FUNDING
The Trust accepts proposals three times a year. Generally, the Nina Mason Pulliam
Charitable Trust will disburse funds as a one-year grant or over a period no longer
than three years.
WHAT THE TRUST WILL AND WILL NOT CONSIDER FUNDING
TYPE OF SUPPORT
The Trust makes grants only to tax-exempt organizations whose purposes are
described in Section 501(c)(3) of the Internal Revenue Code that are either
(1) public charities described in Sections 509(a) or (2) private operating
foundations described in Section 4942(j)(3).
The Trust makes grants for program projects and capital needs. The latter includes
equipment, buildings and endowment. The Trust also will consider grants for
overall operating support to stabilize management and finances of organizations
that have been in existence for three years or less or for established organizations
that can document major changes in income generation that threaten their
future existence.
Requests for funding are limited to one request per organization per calendar
year. This includes the Summer Youth Program Fund. For these purposes,
an "organization" generally refers to that entity to which the IRS has issued
a Section 501(c)(3) determination letter. For more detailed information and
examples, please refer to the Question and Answer section posted on our
web site at www.ninapulliamtrust.org.
VISIT OUR WEB SITE AT WWW.NINAPULLIAMTRUST.ORG FOR ADDITIONAL
INFORMATION AND THE SCHEDULE FOR SUBMITTING APPLICATIONS.
The Trust will not consider grants for international activities, academic
research, sectarian purposes, programs that promote religious doctrine or
political campaigns. Also, the Trust does not make grants to individuals.
27
Nina Mason Pulliam (1906-1997) was a journalist, a business leader, a
humanitarian and a lover of all creatures.
Nina Mason Pulliam was born in 1906 in rural Martinsville, Indiana, one of seven
children. As a high school sophomore, she received her first compensation for
a literary essay. She went on to study journalism at Franklin College in Franklin,
Indiana, and later attended Indiana University and the University of New
Mexico. After college, she took a full-time job at Farm Life, a national
magazine published in Spencer, Indiana. When the magazine folded
during the Depression, she went to work in Lebanon, Indiana, for an
ambitious newspaper publisher named Eugene C. Pulliam. They
were married in 1941.
During their marriage, the Pulliams traveled abroad extensively
as a husband and wife writing team. They were among the first
Americans to visit and write about post-World War II conditions in
Europe. Over 11 years, Nina Pulliam was published in newspapers
throughout North America and her articles were compiled into
seven books.
Nina Pulliam was the founding secretary-treasurer and a director of
Central Newspapers, Inc. which Mr. Pulliam had established in 1934.
Upon his death in 1975, she served as president of CNI until 1979 and
was publisher of The Arizona Republic and The Phoenix Gazette
until 1978.
She was the first woman admitted to Sigma Delta Chi, now the Society
of Professional Journalists. Mrs. Pulliam also loved flying and was the first
woman to earn a private pilot's license in Indiana. She was known for her
lifelong love of animals and for her nature conservancy efforts.
Nina Pulliam was a compassionate business and civic leader, devoting many
hours to civic, charitable and community work. During her career she shared her
financial success and business leadership skills with many charities in Indianapolis
and Phoenix.
28
STAFF LISTING
Executive Of fice
Grants Programs
Harriet M. Ivey – President and Chief Executive Officer
Indianapolis and Phoenix
Michael R. Twyman – Director of Grants Programs – Indiana
Indianapolis
Rosanne L. Bradley – Executive Administrative Assistant
Indianapolis
David A. Hillman – Grants Program Manager
Indianapolis
Finance and Operations
Rober t L. Lowr y – Chief Financial and Operating Officer
Indianapolis
Debbie L. Cramer – Accounting and Administration Manager
Indianapolis
Molley B. Miller – Executive Administrative Assistant
Indianapolis
Christine M. Bell – Executive Assistant/Office Coordinator
Phoenix
Lee Ann Hoy – Grants Program Manager
Indianapolis
Juli McDer mott-Swanson – Grants Programs Associate
Indianapolis
Edmund H. Por tnoy, Ph.D. – Director of Grants Programs – Arizona
Phoenix
Rober t C. Berger – Grants Program Manager and Web Site Administrator
Phoenix
Belen K. Mar tinez – Grants Program Manager
Phoenix
Grants Administration
Mar y K. Price – Director of Grants Administration
Indianapolis
and Secretary to the Board of Trustees
Dayna D. Brady – Executive Administrative Assistant
Indianapolis
Gala R. Dynes – Grants Administration Associate
Indianapolis
Bensu Kollath – Receptionist/Grants Administration Assistant
Indianapolis
Loraine B. Gilbreath – Grants Administration Associate
Phoenix
29
I learned this, at least by my experiment;
That if one advances confidently in the direction of his dreams,
And endeavors to live the life which he has imagined,
He will meet with a success unexpected in common hours...
In proportion as he simplifies his life,
The laws of the universe will appear less complex,
And solitude will not be solitude,
Nor poverty, poverty
Nor weakness, weakness.
If you have built castles in the air, your work need not be lost;
That is where they should be.
Now put foundations under them.
From Walden Pond
Thoreau
1828-1862
A favorite writing of Nina Mason Pulliam
30
C H A R I T A B L E
T R U S T
ENRICHING COMMUNITY LIFE IN ARIZONA AND INDIANA
135 N. Pennsylvania St., Suite 1200, Indianapolis, Indiana 46204
317.231.6075 Fax 317.231.9208
2201 E. Camelback Rd., Suite 600 B, Phoenix, Arizona 85016
602.955.3000 Fax 602.955.8029
www.ninapulliamtrust.org

NINA MASON PULLIAM CHARITABLE TRUST

Transcription

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