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Facing History and Ourselves
Annual Report 2011
Facing History and Ourselves is an
international educational and professional development organization whose
mission is to engage students of diverse
backgrounds in an examination of
racism, prejudice, and antisemitism in
order to promote the development of a
more humane and informed citizenry.
By studying the historical development
of the Holocaust and other examples of
genocide, students make the essential
connection between history and the
moral choices they confront in their
own lives.
and courageous programming . . . . At a time when
more and more of our population is ignorant about
history, and when the media challenge the distinction between truth and fiction–indeed, the very
existence of truth–it is clear you must continue to be
the standard.”
As we face the challenge of bringing effective civic
education to schools, with studies documenting
the decline of student engagement, tolerance, civic
skills, knowledge of history and of the Holocaust, we
must strengthen our efforts to preserve civil society.
Over the next five years, Facing History plans to
A MESSAGE FROM EXECUTIVE DIRECTOR
MARGOT STERN STROM
“After a week at Facing History I
came home feeling profoundly encouraged about the potential for a
restitution of meaning and purpose
in my own teaching, and considerably more hopeful for the possibilities of education at large.”
-Facing History teacher
This annual report thanks you on behalf of the thousands of teachers who, like the seminar participant
quoted above, have the opportunity to learn with us
and with their fellow educators. We are grateful for
our extraordinary board leadership, our loyal and
generous supporters, our staff and volunteers, and
the educators and students who participate in our
programs.
Today, Facing History’s work is more important than
ever. As Howard Gardner, professor at the Harvard
Graduate School of Education, says, “Facing History
and Ourselves has become a standard for ambitious
double the number of Facing History teachers implementing in classrooms worldwide and the number
of students reached in those classrooms, enabling
transformative dialogue and action around the world.
We see the demand and are poised to meet it.
This year, Facing History received a transformational
investment from a visionary donor. Richard and Susan Smith, and the Richard and Susan Smith Family
Foundation, have committed $15.5 million to fund
a full revision of Facing History and Ourselves: Holocaust and Human Behavior, and endow the Smith
Family Provost at Facing History. This extraordinary
gift will enable Facing History to fully review, update,
and infuse new scholarship into our core resource, all
within a digital framework that makes the lessons of
history accessible to students everywhere. The Smith
Family Provost will play a key role in preserving the
quality of our organization, advancing our mission
and strategic vision, and inspiring new generations of
supporters.
We brought our boards, friends, and staff to Washington and New York to do what Facing History does
best: teach and learn together and create our future.
We began the celebration of Seth Klarman’s 16 years
of leadership of the Board of Directors. Seth was
interviewed by Charlie Rose and toasted by all. He
will now co-chair the Board of Trustees with Dana
Smith. A fund is being established in the Klarman
The health of our democratic society depends on
family name to endow the Executive Directorship of
engaging and quality civic education. We share the
Facing History.
responsibility, the obligation, and the opportunity
to continue to enrich and preserve the excellence
On a personal note, Seth has been my partner,
of Facing History’s work. At a time when trends
trusted editor, and wise leader to all my colleagues
demonstrate a lack of both empathy and students’
at Facing History. As we grew, the relationship with
belief that they can make a difference, your support
Seth and his family deepened. Beth Klarman created
and leadership gives teachers the skills to become
the first New England Advisory Board and served with
better teachers who engage students in deep learning
Seth as a leader in building this international organi-
that influences the decisions they make for the rest
zation. Both Beth and Seth’s philanthropy and part-
of their lives.
nership have been extraordinarily important to Facing
History. Their wisdom, intellect, and generosity have
supported and guided our organization and prepared
us for the future, poised to attract new families and
new leaders. Seth’s active partnership going forward
as we develop new content and forge Facing History’s
future will continue to strengthen us.
We welcome Tracy Palandjian to lead our organization as Chair of the Board of Directors. Tracy is an
inspirational business, philanthropic, and community
leader who has assumed multiple leadership roles in
the 12 years she has been involved with Facing History and helped us extend our reach and impact.
Kwame Anthony Appiah is the new Chair of the
Board of Scholars, succeeding Martha Minow, dean
of Harvard Law School, who will remain on our
Board. Anthony is a leading scholar at Princeton University whose writing on political and moral theory,
the philosophy of language and mind, and African
intellectual history have informed our work for many
years.
These chairs are joining our strong and continuing
board leaders. All are a testimony to Facing History’s
excellence, the quality of our scholarship, and our
commitment to global education.
2 Facing History and Ourselves 2011 Annual Report
“We know that [Facing History has]
made an impact when [students are]
not thinking anymore just about
their class and their life, but they’re
thinking about how their voice can
make a difference in this world.”
-School principal, New York
ing them the same favor that a board member did for
me and Beth 21 years ago. I have learned about the
complexity of organizations, and the challenges and
opportunities that come with growth and change.
A MESSAGE FROM BOARD CHAIR
SETH A. KLARMAN
Several years ago, my rabbi explained to the congregation the vicissitudes of the ebb and flow of life. In
life we receive gifts and then we have to give them
back. Our loved ones, our careers, our health are
precious gifts. We have them and hold onto them for
a while, but then, something changes, and we lose
our hold on them and have to give them back. I have
had the gift for 16 years of serving as Chair of the
Board of Directors of Facing History and Ourselves.
It has been as special a gift as I have known. But
now, in the best interest of Facing History, it is time
for me to move on; it is time for me to give it back.
I will still be around to help, but I will no longer be
Chair of the Board of Directors. I will co-chair the
Board of Trustees with Dana Smith. Tracy Palandjian
was named as Chair of the Board of Directors at the
November 2 Annual Meeting of the Board of Trustees and Directors. I could not be more confident
that Tracy will lead this organization to new heights
of excellence and organizational success.
Over these wonderful years, I got much more from
Facing History than I was able to give it. I have become a better, more nuanced leader. I have become
a more confident fundraiser, secure that when I
introduce someone to Facing History, I am likely do-
My Facing History-centric lens allows me to see with
greater clarity the problems that face democratic
societies and the solutions that are within our grasp.
I have greatly enjoyed the deep friendships with
board members engaged in a shared mission with
common purpose. I have formed lifelong friendships
with many members of Facing History’s amazing,
tireless, and inspiring staff. I know of virtually no
other organization with as many talented and deeply
committed team members, moving mountains to turn
a vision into a reality. Millions upon millions of adolescents have benefitted from this crucially important
work. I know that I have grown as a leader through
the support of our board members, donors, and staff.
The work of Facing History must continue if our
children and grandchildren are to inhabit the world
that we wish them to. In these tumultuous years of
economic difficulty, fading dreams, rising inequality,
disillusionment with our leaders, revolutions throughout the Arab and Muslim world, and social unrest
here at home, we must not be passive observers as
if we were watching a depressing movie with no role
in the ending. Facing History reminds us that the
ending is not written and that we will determine the
ending. Our democracy depends on it. The next generation relies on it. Our conscience demands it. We
must be tireless, relentless, and focused in our work,
teaching the next generation the lessons of history,
instilling in them the ability to stand in the shoes of
others and become deep moral thinkers.
I extend my deepest thanks to the board members,
friends, and supporters whose generosity is highlighted in this annual report. It has been and will
continue to be an honor to work with you to achieve
our shared goals.
Facing History and Ourselves 2011 Annual Report 3
The Smith Family
Richard and Susan Smith and the Richard and
core resource, all within a digital framework that
Susan Smith Family Foundation are making a trans-
makes the lessons of history accessible to students
formational gift to Facing History and Ourselves. The
everywhere. The Smith Family Provost will play a key
Smiths have committed $15.5 million to fund a full
role in extending the quality that has been created,
revision of Facing History and Ourselves: Holocaust
advancing our mission and strategic vision, and
and Human Behavior, and to endow the Smith Fam-
inspiring new generations of supporters.
ily Provost at Facing History.
“The Smith family has been part of Facing History
In making the gift, Mr. Smith said, “Warmest con-
since 1983, and they have led our organization with
gratulations to you, Margot, and all at Facing History
distinction and vision. Dick and Susan have been ex-
who have worked so hard to make the organization
emplary leaders and we are privileged that Dana and
what it is today. I am proud to have been a part of
Rob Smith lead us now. Their family has been at the
Facing History’s past, but I am even prouder to make
forefront of Facing History’s growth, encouraging our
this new gift aimed at helping Facing History carry
program growth and technological transformation,”
out its vital mission for decades to come.”
said Margot Stern Strom, president and executive
director.
This visionary gift will enable Facing History to fully
review, update, and infuse new scholarship into our
Pictured: Members of the Smith family at the New
England Benefit dinner, April 27, 2011.
4 Facing History and Ourselves 2011 Annual Report
The Allstate Foundation
One of Facing History’s most significant public initiatives is
a series of Community Conversations presented in partnership with The Allstate Foundation. These events, hosted
across the country, bring prominent scholars, authors,
filmmakers, and policy leaders to participate in discussions
about civic engagement, individual, and collective responsibility, and compassion. Since its inception in 2005, the
Community Conversations series has reached more than
40,000 teachers, students, parents, policy makers, and
members of the broader community who come together to
learn from some of the most influencial voices on the challenges facing our society.
Recent speakers included Roxana Saberi, author of Between
Two Worlds: My Life and Captivity in Iran; Daniel Goldhagen,
author of Worse Than War: Genocide, Eliminationism and
the Ongoing Assault on Humanity; Wes Moore, author of The
Other Wes Moore: One Name, Two Fates; human rights activist John Prendergast and Oscar-nominated actor Don Cheadle, authors of The Enough Moment (pictured bottom), and
Maya Lin, internationally-acclaimed artist, National Medal of
Arts winner, and designer of the Vietnam War Memorial and
the Civil Rights Memorial in Montgomery, Alabama.
“That was an amazing experience!” one participant wrote
after hearing Roxana Saberi speak in Cleveland. “We faced
history last night—literally.”
To learn more, go to
facinghistory.org/communityconversations.
Pictured top: Thomas J. Wilson, Chairman, President and
Chief Executive Officer, The Allstate Corporation.
Facing History and Ourselves 2011 Annual Report 5
99% of seminar
participants say they
would recommend a
Facing History
seminar to their
colleagues.
94% of Facing History
students are more
likely to recognize the
dangers of racial or
religious stereotyping.
.
THANKS TO YOUR
SUPPORT . . . .
Facing History and Ourselves has pro-
vided professional development for more
than
29,000 educators. Our network of
trained educators reaches more than
2,000,000 students each year. In fiscal
year 2011, more than 7,600 educators
participated in 314 professional development offerings, which included in-depth
seminars and in-person and online workshops.
.
In fiscal year 2011, our website,
facing history.org, had over 1,000,000
visits from people in
216 countries and
territories.
Facing History created two new study guides for educators this
year: Democracy in Action accompanies the PBS American Experience film Freedom Riders, and Teaching “Reporter” accompanies the feature documentary about New York Times journalist
Nicholas Kristof on a reporting trip to central Africa.
.27
Facing History celebrates outstanding teachers. We chose
new teachers to receive Margot Stern Strom Teaching Awards
in 2011. They are among
178 teachers who have received this
recognition since its inception in 2006.
Facing History and Ourselves 2011 Annual Report 7
The work of Facing History and Ourselves is essential, and more so every day. Challenging times create
economic and social pressures that can undermine
the most basic human values. Facing History teaches
students that they should never accept what they
see at face value, but to question what is presented,
examine it from different perspectives, and weigh it
morally. By encouraging self-reflection and stepping
into the shoes of others, Facing History provides students with a framework to make moral choices and to
appreciate the impact of those choices. Through our
content and pedagogy, Facing History connects in an
explicit way what students learn in the classroom to
A MESSAGE FROM TRACY P. PALANDJIAN
ELECTED CHAIR, BOARD OF DIRECTORS
NOVEMBER 2, 2011
complexities in the world and life beyond.
I am committed to bringing Facing History to as
many students, teachers, schools, and communities
as can possibly be reached, and energized to embark
I am honored and humbled to be succeeding Seth
on this new leadership role to help make it happen.
Klarman as Chair of the Board of Directors of
The need today could not be more profound.
Facing History and Ourselves, and deeply moved
by the trust placed in me by this extraordinary
organization.
When I first became involved with Facing History
a dozen years ago, I expected that I would be supporting an important cause, learning something
new, and meeting engaging people. These expectations have been met and then some. What I never
anticipated–or even realized was possible–was
how much this mission, this organization, and the
“family” would come to mean to me. I believe I
have become a better student. A better parent. A
better citizen. I have been given new tools to
assess information and new lenses to see the world.
And I have been inspired to choose to participate.
8 Facing History and Ourselves 2011 Annual Report
2011 GIFT REPORT
A MESSAGE FROM USHA PASI
CHIEF DEVELOPMENT OFFICER
Dear Friends,
Giving to Facing History reached a record level in
Each of you stopped to think about the critical
fiscal year 2011. In addition to receiving the largest
relationship between education and civil society this
commitment in our history, the number of donors
year; you gave of your time and resources; and you
reached an all-time high, and we were honored to
brought new friends to Facing History and Ourselves.
meet the Memphis Challenge through an extraordi-
You understand the importance of Facing History’s
nary response from donors. We continue to fund the
work, and you are helping to build a global society
majority of our operating budget with gifts and grants
that links a deep and rigorous understanding of his-
from individuals, foundations, and corporations, and
tory to a future defined by thoughtful, compassionate
we are indebted to every donor for their belief in the
choices and civic participation.
effectiveness and importance of Facing History.
SUSTAINING GIFT PROGRAM
For more than three decades, Facing History has engaged students in the study of history and
ethical decision-making in order to teach civic responsibility, tolerance, courage, and compassion.
With increasing demand from schools and teachers, and impact data that demonstrates the
continued effectiveness of our work, Facing History depends on the increased investment of annual
support from leadership donors to reach more students each year.
Facing History and Ourselves’ Sustaining Gift Program has grown to include 86 families,
foundations, and corporations. These major commitments are the cornerstone of our work and
program planning.
Multiyear commitments and annual gifts of $100,000 or more are recognized in the Sustaining Gift
Program. This list reflects commitments or gifts received from July 1, 2010 to February 9, 2012.
Facing History and Ourselves 2011 Annual Report 9
CHAIRMAN’S SOCIETY
Judy Wise & Sheldon Baskin
Patricia S. & Paul C. Gannon
Leslie & Cliff Gilbert-Lurie
Commitments of
Michael J. Zamkow and
Rachel Goldstein & James Elkind
Sandra & Philip Gordon
$15,000,000 or more
Google Ads
The Marc Haas Foundation
Richard and Susan Smith
Foundation
Inter-Action, Citizenship and
Nancy & Jeffrey Halis
Karen G. Harrison &
Sue E. Berman Charitable Family Foundation
Immigration Canada
Richard & Susan Smith
SUSTAINING CIRCLE
Jacobson Family Foundation
John, Amy, Jennifer,
Commitments of
Lasky Charitable Lead Trust
Floy B. & Amos Kaminski
$500,000 or more
Rachael & Marshall Levine Nancy & Daniel S. Katz
Robert & Dana Smith
The Rita Allen Foundation
and Natasha & Harlan Levine
Ruth Lazarus &
Debra & Jessica Knez
The Blumenthal Family
Lisa & James F. Mooney, III
Einhorn Family Charitable Trust
Plough Foundation
Karen S. & George D. Levy
HISTORY MAKER
The Jim Joseph Foundation
Pritzker Traubert Family
Barbara Goodwin Manilow
Commitments of
Mark & Anla Cheng Kingdon Foundation
Mindy & Reuben Munger
$5,000,000 or more
Foundation
Jack and Harriet Rosenfeld Jo Ann & Stuart C. Nathan
The Klarman Family Foundation
Julie & Paul Leff
Foundation
Loren Pack & Rob Beyer
Estate of Caryl W. Zighera
Edmond J. Safra Foundation
Tracy & Leon Palandjian
Samberg Family Foundation
Polk Bros. Foundation
James & Elizabeth Berylson
DIRECTOR’S CIRCLE
Walter G. Freedman
Michael S. Feldberg
Commitments of
BENEFACTOR’S CIRCLE
The Sandler Family
Poss Family Foundation
$2,500,000 or more
Commitments of
Leonard Stern
Righteous Persons Foundation
Sally & Michael Gordon
$250,000 or more
Charlotte & Herb Wagner
Susan & Daniel E. Rothenberg
Lisa & Richard Perry
The Allstate Foundation
Georgina T. & Thomas A. Russo
The Assisi Foundation of LEADERSHIP CIRCLE
The Sapers Family
TRUSTEE’S CIRCLE
Memphis
Commitments of
Ellen Schapps &
Commitments of
Bloomberg L.P.
$100,000 or more
$1,000,000 or more
Brown Rudnick LLP
Anonymous (3)
Elinor A. Seevak
Anonymous (2)
Cecilia Chan
Vicki S. & William H. Abrams
Paul Singer
Amy & David Abrams
The Cohen Family Foundation
Jennifer Aubrey
Skirball Foundation
Linda & Glenn H. Greenberg
Nina & David P. Fialkow
Holly & Bill Brooks
Gwenn & Mark A. Snider
The Karp Family Foundation
Lori & Mark S. Fife
Katie & Paul Buttenwieser
Susan G. & James M. Snider
The Fischman Family
John W. Carson Foundation
Dorothy & Andrew Tananbaum
Jana Karp
Steven & Nancy, Laura,
City Bridge Trust
Karen Tucker & Jerry Avorn
Jane & Daniel Och
Ben & Wendy
Linda Burns Coleman
George Washington Institute for The Picower Foundation
Eileen & Jack Connors
The Laszlo N. Tauber
Debra Engel, Garret & Devin
Stephen, Jill, Douglass &
Richard Richman
Religious Freedom
Family Foundation
Our online learning team created “Ostracism: A Case Study in Bullying,” to help students, teachers, administrators, and parents reflect
10 Facing History and Ourselves 2011 Annual Report
CORPORATIONS & FOUNDATIONS
The following corporations, foundations, and organizations made gifts to Facing History and
Ourselves between July 1, 2010 and June 30, 2011. These generous gifts funded teacher workshops
and seminars, resource materials and speakers in classrooms, and special projects. Included in this
list are a number of organizations that provided gifts-in-kind and pro bono services.
Commitments of $100,000 or more will be found under the Sustaining Gift Program listings on
page 9. We recognize our multiyear donors who have made commitments of up to $99,999 by
italicizing their names in the listing below.
$50,000–$99,999
$25,000–$49,999
Botwinick-Wolfensohn
R. Crosby Kemper, Jr. Trust & Anonymous
Ahmanson Foundation
Foundation
Foundation
Baupost Group, LLC
Ames Fund of Ten-Ten
Brown Rudnick Charitable KeyBank
The Conference on Jewish
Foundation
Foundation
The Esther A. & Joseph
Material Claims Against Aon
Leo Burnett USA
Germany
DLA Piper
CBS Television Network
Kramer Levin Naftalis & Frankel
Crown Family Philanthropies
Grosvenor Capital
The Chear Foundation
Latham & Watkins LLP
FedEx Corporation
Chopper Trading
Longleaf Partners Funds,
Lloyd A. Fry Foundation
Karisma Foundation
Contrarian Capital Management, Managed by Southeastern Jacob L. & Lillian Holtzman The Libra Foundation
L.L.C.
Asset Management
Foundation
The Lynch Foundation
Donnell-Kay Foundation
Lund Investments, LLC
Hyde Family Foundations
McCormick Foundation
Electric Entertainment
Macquarie Group Foundation
The John D. &
Howard & Geraldine Polinger Frankel Family Foundation
Nancy Lurie Marks Family Gay & Lesbian Fund for Colorado
Foundation
Claims Conference
The Conference on Jewish Material
Claims Against Germany
www.claimscon.org
Catherine T. MacArthur
Management, L.P.
Family Foundation
Klingenstein Fund, Inc.
Foundation
The Edward & Betty Sloat General Catalyst Partners, LLC
Morgan Stanley Community Amy Mandel & Katina Rodis Foundation
Joel & Randi Cutler
Affairs
Fund
The Treu-Mart Fund
David & Nina Fialkow
The New York State Council on Harold McAlister Charitable United Airlines
General Electric Matching Gift Foundation
New Vernon Capital LLC
Foundation
the Arts
The New York Community Trust
$10,000–$24,999
Jackson & Irene Golden 1989 The Nielsen Company
New Youth City Learning Network
Anonymous
Novack Family Foundation
Fund
The Abington Foundation
Joyce & Irving Goldman The Carl & Lily Pforzheimer The Overbrook Foundation
Accenture
Foundation
The Rose Hills Foundation
ACE Group
Goldman, Sachs & Co., Chicago
Lawrence J. & Anne Rubenstein The Solelim Fund of
Allstate Insurance Company
Goldman, Sachs & Co., New York
Angelo, Gordon & Co., L.P.
Hahn & Hessen LLP
Sarlo Foundation
Lily Auchincloss Foundation, Inc.
HSBC Bank USA, N.A.
Schulte Roth & Zabel LLP
Bank of America
Hyatt Legal Plans
Seward & Kissel LLP
The Bill Bass Foundation
Martha Holden Jennings
Charles & M. R. Shapiro
Herb Block Foundation
Foundation
Foundation
UJA-Federation of New York
WGBH
Blum-Kovler Foundation
Charitable Trust
Foundation, Inc.
Charitable Foundation
The Sidley Austin Foundation
“I was in seventh grade [and] just starting the Facing History program when I started to realize how much I had not been told. Reading
like her had suffered.” -Chicago student
18 Facing History and Ourselves 2011 Annual Report
Troob Capital Advisors LLC
Jewish Community Endowment
AutoZone Inc.
Lick-Wilmerding High School
UBS
Holocaust Memorial/
Avon Products Foundation, Inc.
Linde Family Foundation
United Airlines
Education Fund of the Jewish Bahr Che
The Milton & Tamar Maltz Thomas H. White Foundation
Community Federation of San Baptist Memorial Health Care
Wolf Family Foundation, a Francisco, the Peninsula, Beaver Creek Vineyards
Morton & Barbara Mandel supporting foundation of the Marin & Sonoma Counties
Blue Cross Blue Shield of Foundation
Jewish Community Federation Johansen-Larsen Foundation
Massachusetts
The McLean Foundation
of Cleveland
J.P. Morgan
The Lois & Irving Blum Memphis Convention &
Kelman-Lazarov, Inc.
Foundation
$5,000–$9,999
Malter Holdings Limited
Buckeye Technologies Inc.
Memphis Jewish Federation
AAR CORP.
Mayer Brown LLP
Butler, Snow, O’Mara, Stevens, & Memphis University School
Baxter International
Mid-America Apartment Menke Foundation
Bernstein Global Wealth
Communities
Catholic Diocese of Memphis
Methodist Le Bonheur Management
NBC Universal
Catholic Healthcare West
Healthcare
Charter One
Northern Trust
Chicago Board of Trade Metropolitan Limousine
Citadel LLC
Paramount Pictures
Foundation
Morgan Keegan & Co. Inc.
City National Bank
The Parthenon Group
China Institute
Munger Tolles & Olson
Colliers International
Paul, Hastings, Janofsky & Combined Jewish
Nahon, Saharovich & Trotz, PLC
Cooley Godward Kronish LLP
Philanthropies
New York Mercantile Exchange The Covenant Foundation
Pershing Square Advisors
Computer Sciences Corporation
Creative Artist Agency
The PrivateBank--Chicago
Covidien
Oak Tree Foundation
Credit Suisse Private Banking
PwC
Developers Diversified Realty
Overton High School
Exelon Corporation
Reyes Holdings, LLC
Dewey & LeBouef
Oxford Bank & Trust
First Tennessee Bank
The Dorothy & Jonathan Rintels Drew University
OZ Management, L.L.C.
Richard & Rhoda Goldman Fund
The Cyrus Eaton Foundation
Paragon National Bank
Goldman, Sachs & Co. Matching Sapers & Wallack, Inc.
The Episcopal Diocese of West PCL Construction Enterprises, Inc.
Shamrock Holdings, Inc.
Tennessee
Pinnacle Airlines, Inc. Northwest Nehemias Gorin Charitable Sheffield Asset
Evermedia Biometrics
Airlink
Foundation
The Harry K. Fox & Emma R. Fox
PricewaterhouseCoopers LLP
Goulston & Storrs, P.C.
Sidney Garber
Pushkin Public Relations
Greenwald, Pauly, Foster & Skadden, Arps, Slate, Meagher Gillham Charitable Trust
Red Sox Foundation
Miller
Grant’s Financial Publishing, Inc.
Regional Medical Center at Guardsmark, Inc.
Spencer Stuart
The Hirsch Foundation
Memphis
Hansen, Jacobson, Teller,
Swartz Foundation
Huey’s Restaurant
Rose Community Foundation
Hoberman, Newman, Warren Ulmer & Berne LLP
Humanities Council of Schwarz Supply Source
& Richman, LLP
UMB
Self Foundation
The Harris Family Foundation
United Talent Agency
Independent Bank
Senkfor Family Foundation
The Irving Harris Foundation
The Wal-Dot Foundation
Intrepid Capital Management
Shelby County Schools
The Barbara Hope
Warner Brothers
Intuit Foundation
James & Mary Shipp Willis of Illinois
Iowa Foundation for Education, Roy A. Hunt Foundation
WME
Sidney Stern Memorial Trust
IBM Corporation
Ziffren Brittenham, LLP
Jefferies & Company, Inc.
SLATERPAULL Architects, Inc
Jewish Community Youth Stax, Inc.
Gift Program
Foundation, Inc.
Walker, LLP
Charitable Foundation
Management, LLC
& Flom LLP
InterCall Inc.
Cannada, PLLC
Charitable Foundation
Washington, D.C.
Environment & the Arts
Family Foundation
Visitors Bureau
Charitable Foundation
Charitable Fund
ITW
$1,000–$4,999
Foundation
Steyer, Lowenthal, Boodrookas, Jenner & Block LLP
Anonymous
Kovitz Securities, LLC
Alvarez & Smith LLP
ABC 7 Chicago/Disney Worldwide
KPMG LLP
The Summa Group
Services
Lichterman Loewenberg The Summit Family Foundation
The Atlantic Philanthropies
Foundation
TD Waterhouse
the stories of Holocaust survivors, hearing them speak, made me feel for the first time what my grandmother and six million others
Facing History and Ourselves 2011 Annual Report 19
The Alvin & Fanny B. Brimmer & May School
Goddard College
Piedmont Middle School
Buttercup Bakeshop
The William & Flora Hewlett PopBar
Thompson Hine LLP
The Carnegie Corporation of Foundation
Presentation High School
Tides Foundation
Holocaust Memorial & Tolerance The Prudential Foundation
Town of Sharon
Center for Jewish History
Harold & Anna S. Ullian Christie’s
Institute for the Future
Refresh Body
Thalheimer Foundation, Inc.
Charitable Foundation
New York
Center of Nassau County
Matching Gifts Program
Church Of The Holy Spirit
Jewish Education Project
Regions Financial Corporation University School
CME Group
Kanter Family Foundation
Foundation
University of Memphis CNA Foundation
Kean University
Frederick Ross Company
CNBC
Kirkeby Foundation
Roxbury Community College
Education
College of Holy Cross
KT Collection
Salesforce.com Foundation
Valero Benicia Refinery
Combined Federal Campaign of Landau Public Relations
Page Sargisson Jewelry
Walmart Foundation
Lausanne Collegiate School
Charles Schwab Foundation
Watkins Uiberall, PLLC
Coney Island History Project
LexisNexis
Shaker Heights City Schools
Emanuel & Anna Weinstein Corey Michelle Designs
Linden Ponds Jewish Community
Skype
Foundation
Cosmetic Executive Women
The Lubrizol Foundation
Teachers College, Columbia Frederick R. Weisman Courtney Lee Collection
Makowsky Ringel Greenberg, LLC
University
Diageo
Melrose PTO, Inc.
Temple Beth Abraham
Wells Fargo Insurance Services
Dop Dop Salon
Mission San Jose High School
Temple Beth Elohim
The Wharton Charitable Fund
Equinox
Montclair State University
Temple Beth Torah
Wilderness Point Foundation
Euro Optika
Mother McAuley Liberal Arts Time Warner Inc.
Fabrangen Cheder Tzedakah Twinkle-Toes et al
UP TO $1,000
Committee
MSNBC.COM
United Way of the Bay Area
Allied Jewish Federation of The Field Foundation of
Museum of Jewish Heritage
United Way of New York
Colorado
Neiman Marcus Group Matching Urban Assembly School for Law Alpha Omega Dental Fraternity David & Hilda Fins Family Foundation
New England Professional Ursuline Academy
Anthony Logistics for Men
FM Global Foundation
Systems
Wellesley Middle School
Ariel Investments, LLC
Franklin Township School District
New York Public Library
Wells Fargo Community Support Auerbach Grayson &
Friday Night Shoebox Fund
Newton Community Development
Campaign
Funding Exchange National Foundation
Westminster Synagogue
Bank of America Foundation
Packer Collegiate Institute
WNYC & The Green Space
Matt Bernson
Galvin Middle School
Pearn Kandola LLP
YWCA Women’s Center
Boston 3G, Inc.
Gannett Foundation
Lisa Perry
Brentwood School
GBC, Inc.
Perry Capital
Foundation School of Philanthropic Foundation
Boston Chapter
Company, Inc.
Eastern Massachusetts
Illinois, Inc.
Community Funds
High School
Gift Program
& Justice
“The sheer brilliance of the way Facing History designed this online course has inspired me to use similar technology with my own
Behavior online seminar
20 Facing History and Ourselves 2011 Annual Report
IN-KIND AND PRO BONO GIFTS
Facing History is able to use every available dollar to bring programs to teachers and students in
part because of the generous in-kind gifts and pro bono professional services donated by our friends
and supporters. Corporate donors of in-kind gifts and services are listed on page 18, and we are
grateful for their generous support. Board and committee members and other volunteers in Chicago,
Cleveland, Denver, London, Los Angeles, Memphis, New England, New York, the San Francisco Bay
Area, Toronto, and the international community contribute countless volunteer hours, and we are most
grateful to them. Here we thank individuals who have donated their professional time, home or office
space, or gifts of artwork, equipment, or supplies.
Bonnie Abaunza
Sally Frishberg
Dori Katz
Jon Pushkin
Karina Arutyunyan
Leslie Gilbert-Lurie
Helena Kubicka de Braganca
Julie & Steven Rosefsky
Susan & Richard Block
Alex Ginsburg
Julie Leff
Heather Ross-Lowenstein &
Holly & Bill Brooks
Judy Goldman
Jonathan Lenthem
Jeryl Brunner
Bernard Gotfryd
Mark Levy
Gina & Tom Russo
Caretha & Ken Coleman
Elly Gross
Carolyn Mahboubi
Margrit Wreschner Rustow
Jill & Alex Dimitrief
Bec Hamilton
Lily Margules
Gihan Salem
Debra Engel
Judy Heyboer
Rick Nahmias
Jody Snider
Sandra & Dan Feldman
Flora Hogman
Lisa & Rick Paige
Luong Ung
Donna & Yale Fergang
Frances Irwin
Andrew Pauly
Kate & Shai Waisman
Lori & Mark Fife
Paul Kanin
Richard Perry
Dina Zuckerberg
Irwin Lowenstein
students next year.” -La Jolla, California educator who participated in our Facing History and Ourselves: Holocaust and Human
Facing History and Ourselves 2011 Annual Report 21
PERMANENTLY RESTRICTED (ENDOWED) AND SPECIAL FUNDS
Many friends of Facing History have helped to establish the following endowed and special funds
that support particular aspects of the work of Facing History.
Rev. Robert W. Bullock International Fellowship
This fellowship program brings scholars to Facing History to
lend their expertise to Facing History staff, teachers, and the
community at large.
The David & Lillian Casty Fellowship Program
This program promotes a scholarly exchange and cultivates
global ambassadors for Facing History by bringing a journalist,
scholar, or resource speaker to Facing History annually for a
year of residency.
Leo Dunn Endowed Fund
This fund supports the purchase of books and resource
materials for the Facing History Library and Resource Center.
William Randolph Hearst Endowment Fund for
Summer Seminars
This fund for summer seminars partially supports Facing
History’s summer seminars in New York.
The Klarman Family Endowed Fund
This fund has been established to establish and endow the
Executive Directorship of Facing History and Ourselves.
The Bea Kovich Fund
This fund in honor of Bea Kovich’s memory supports Facing
History School graduates in their pursuit of their postsecondary school goals and dreams.
scholarships for summer seminars and follow-up services for
teachers in greater Colorado.
The Charlotte & Irving Rabb Fund for Teaching Fellowships
This endowed fund supports teacher scholarships for summer
seminars as well as follow-up meetings throughout the year
with Facing History staff.
The Rhoda Sapers Library Endowment Fund
The fund supports the purchase of new videos and books for
the Facing History Library and Resource Center.
The Richard A. Smith Endowment Fund for Excellence
This fund is designated to support the most engaged,
committed, and excellent teachers and support scholarships
for them to attend advanced summer seminars.
The Laszlo N. Tauber Family Foundation Fund
This fund established the Margot Stern Strom endowed
fellowship fund to support a fellowship, the purpose of
which is to cultivate new talent for Facing History to support
organizational needs. The fellowship will fund a staff position
to be located at Facing History and Ourselves’ headquarters,
or in one of the regional offices. The position will support the
goals of the Executive Director.
The Memphis Fund
This fund supports resources for additional Facing History
initiatives and/or staff benefiting Memphis, Tennessee.
The Milt Morris Facing History Educator Scholarship Fund
In honor of Milt Morris, this endowed fund supports
More than 6,400 people attended Community Conversations, a national series of free, community-wide events featuring high-profile
dialogues.
22 Facing History and Ourselves 2011 Annual Report
GIFTS IN TRIBUTE
Facing History and Ourselves is grateful to those donors who made gifts in tribute totaling more than
$297,000 to support our work. Listed below are those individuals for whom tribute gifts were made
totaling $100 or more. We are grateful for gifts at all levels which support our work with teachers and
students.
IN HONOR OF
Rena Finder
Megan & Mariner Kemper
Julie Rosefsky
David Abrams
Julia Franks
Shelly & Howard Kivell
Heather Ross-Lowenstein &
Beverly & Charles Achki
Gary Furst
Beth S. & Seth A. Klarman
Charlene Achki-Repko
Tracy Garrison-Feinberg &
Karen Springer Kronick &
Jesse Ruskin & Tobin Belzer
Jane & Norm Alpert
Gina & Tom Russo
Gary Angel
Leslie Gilbert-Lurie
Ruth Lazarus & Michael Feldberg
Shelly Saltzman
Janet Applefield
Robert Goldberg
Julie Abrams Leff
Carol M. Sands
Jennifer Aubrey &
Rachel Goldstein & Jim Elkind
Scott Leff
Sapers Family
Sally & Michael Gordon
Nate Leipciger
Marci & Michael Sapers
Deborah Barber
Sandy & Philip Gordon
Marya Levenson
Rhoda & Bill Sapers
Nancy & Jon Bauer
Ashlyn Gorlin
Max Levi
Audrey & Harvey Scher
Richard Berner
Danae Gray & Milton Reynolds
Karen S. Levy
Emma Seevak
Phyllis & Paul Berz
Medlyn & Jeffrey Greenberger
Lori & Hal Luft
Gabriel Seevak
Juli Betwee
Jeff Greendorfer
Carolyn Mahboubi
Carole & Gordon Segal
Frank Bialystok
Barbara Grier
Barbara Manilow
Rachel F. Shankman
Susan & Rick Block
Pamela Haas
Jill & Paul Meister
Connie & James Shapiro
Dexter Blumenthal
Rita S. Halbright
Barbara & Richard Melcher
Lesley Shore
Wight Boggs
Herve Hanoune
Gerald Merfish
Judith C. Siegel
Judi & Larry Bohn
Holly Hershfield
Kim & Evan Meyers
Risa & Neil Silverston
Lynda & Jeffrey Bussgang
Judy Heyboer
Rita Montlack &
Martin Sleeper
Ellen B. Carmell
Vicki & Bruce Heyman
Dana & Robert Smith
Gloria & Jack Clumeck
Judith & Charles Huizeuga
Carolann & George Najarian
James M. Snider
Tim Cuneo
Pamela Burlingham Hurd
Jo Ann & Stuart Nathan
Arnie Soloway
Joan Cutler
Mary Ittelson
Kathy Neustadt
Sharman Spector-Angel
Jan Darsa
Herbert Itzkowitz
Jane & Dan Och
Walter Steinweg
Jill & Alex Dimitrief
Ly Japha
Lisa & Rick Paige
Erica Stern
Emily Dreifus &
Lucy & Terry Johnson
Sally & Saul Pannell
Margot Stern Strom &
Floy B. Kaminski
Samantha Perry
Joseph Patrick Drinkwine
Paul R. Kanin
Plummer Family
Rachel Strom
Harriet & Richard Ebers
Rikki Kaplan
Robyn Pralgever
Karen Sulzberger
Esther & Sumner Feldberg
Douglass Karp
Barbara Reiss-Snyder &
Daniel Swartz
Sumner L. Feldberg
Jill & Stephen Karp
Jim Snyder
Debbie & Jeff Swartz
Joan & William D. Feldman
Hannah Kass
Joshua Reynolds
Judy & Sidney Swartz
William D. Feldman
Elaine & Robert Kaufman
Susie Richardson
Noah Swartz
Marilynn & Larry Fields
Susie & Jay Kaufman
Carrie & Ken Richman
Sam Swartz
Lori & Mark Fife
Marty Kelman
Betty Robbins
Judith Sydney & Aviva Sapers
Jonathan Harries
Mark D. Maremont
Kevin Feinberg
Mel Kronick
Howard J. Freedman
Irwin Lowenstein
Terry Strom
speakers, held in partnership with The Allstate Foundation. Since 2005, more than 46,000 people have participated in these
Facing History and Ourselves 2011 Annual Report 23
Lisa Tedeschini
IN MEMORY OF
Ab Glickman
Daniel Raitt
Ashley & Todd Tobias
Richard Ageloff
Irene L. Golden
Reiner Riegel
Susan W. Tofias
Alyson Spira Arenberg
Jackson Golden
Rose Rockmaker
Ries Jacob van Brug
Millia Bakan
James A. Golden
Ruth Ross
Netty & Maurice Vanderpol
Rebeka Bialystok
Linda Goodman
Maxwell Salter
Ilana & Skip E. Vichness
Robert W. Bullock
M. Peter Heilbrun
Andre Scheinmann
Bella & Noa Waisman
Goldma Caplow
Richard Kloian
Sheldon Seevak
John Warneke
Elsie Chazanoff
Zezette C. Larsen
Frank Shurman
Merna Wechsler
Miriam Grosberg Dane
Carole Caplan Lonner
Margaret Lou Wasson Smith
Lois Weenberg
Michael Doctoroff
Richard Lowenstein
Ruth Soforenko
Jack Weinstein
Jack Eshaghian
Peter Masci
Howard Wechsler
Diane Jordan Wexler
Celia Feintech
Ellen Meadows
Jack M. Weinstein
Stacey Winter
Lilly Flake
Michael Michael
Sonia Weitz
Judy Wise
Doris Forman
Henry Nausbaum
Esther Wolinsky
Sheryl & Larry Wyman
Jesse Friedman
Abe Novogrodsky
James Anthony Zoccoli
Ada Gail
Julian Pearlman
Louis Garfield
Jerome Pickman
Esther Gens
Dan Raiskin
REMEMBRANCE SOCIETY
In 1994, two wonderful friends and board members of Facing History, Sandra and Philip Gordon,
started the Remembrance Society, a group of supporters who have chosen to make planned gifts
to Facing History and Ourselves. To date, more than 100 individuals and families—including board
members, staff, new friends of the organization, and even a student from the very first Facing History
classroom—have joined the Gordons by including Facing History in their estate plans. We are
extraordinarily grateful to these individuals for their kindness to Facing History.
Members of the Remembrance Society are recognized in the Remembrance Society Honor Roll
in the Annual Report. Those who wish to have their estate plans remain confidential are listed
anonymously. We appreciate knowing an individual’s intentions so we can provide Remembrance
Society updates and reports and can extend our appreciation privately.
For more than 35 years, Facing History has been an invaluable resource for educators nationally
and internationally. It is clear that the need for our programs—and the interest in them—is expanding.
“Facing History and Ourselves has shown me a way to personalize my teaching-to make my students learn history through a more
“Choices in Little Rock” online seminar
24 Facing History and Ourselves 2011 Annual Report
With careful planning, your estate can provide for loved ones and continue to benefit Facing History
and Ourselves. Members of the Remembrance Society may include Facing History and Ourselves in
their estate plans through the following vehicles: bequests, charitable remainder trusts, life insurance
gifts, and retirement plan assets.
If you would like more information about planned giving opportunities and how to become a
member of the Remembrance Society, please contact the Development Office at 617-735-1603 or
011-617-735-1603.
Anonymous (4)
Ilse & Peter H. Garfunkel
Irving W. Rabb
Margot & Terry Strom
Vicki & William Abrams
Bernice Godine
Edward L. Reynolds, Jr. Trust
Karen Sulzberger
Jennifer Aubrey
Sandra & Philip Gordon
Sharon L. & Howard Rich
Gerri & Kenneth Sweder
Richard E. Barbieri
Barbara & Steven Grossman
Bonnie Rosenberg
Dora Z. Ullian
Samuel J. Baskin Charitable Priscilla & Richard M. Hunt
Eugene B. Rosenberg
Netty & Maurice Vanderpol
Mary Keber & Marc Skvirsky
Alex Saharovich
Susan E. Werbe & John E. Bates
Robin & Nathan S. Birnbaum
Kay M. Kilpatrick
Rhoda B. Sapers
Ronald Werner
Mary & William J. Buckley
Beth & Seth Klarman
Denise Schorr
Joseph P. Wiellette
Patricia Caesar
Lisa Krakow
Enid & Melvin Shapiro
Trudy & Steven Wiesenberger
Sandra & Bernie Carpenter
Zezette C. Larsen*
Carolyn Irvin Shears
Debra & David Woog McGinty
Ina Clayman
Larry M. Levy
Margery Shurman
Lauren Curry
Ilene Mack
Judy & Martin Sleeper
Laura DeBonis & Scott A. Nathan
Marjorie McDermott
Susan & Richard A. Smith
2010-2011 BEQUESTS
RECEIVED
Helen W. Dunn
Paula & Allen Mitchell
Ann R. Soloway
Gertrude Baumring
Esther & Sumner L. Feldberg
Carolann S. & K. George Najarian
Nancy Sommers & Patrick Hays
Karen Levine
Lori Friedman & Howard Leicht
Marcia & Edward Nalebuff
Georgette Grosz Spertus
Caryl W. Zighera
Linda & Michael Frieze
Myra & Charles Novogrodsky
Patricia & David Squire
Lawrence H. Fuchs
Lisa & Richard Perry
Erica & Donald Stern
Judy & David Ganz
Rita Pollak
Paula Stern & Paul London
Susan & Bryan Ganz
Suzanne & Bernard Pucker
Christine & Bill Stokes
Trust (Hadassah Baskin)
*Deceased
human approach as opposed to merely learning dates and facts.” - Framingham, Massachusetts educator who participated in our
Facing History and Ourselves 2011 Annual Report 25
THANK YOU!
1
2
4
3
6
6
1 2011 Chicago benefit Chairs Vicki & Bruce Heyman
2 Michael Zamkow and student in London 3 Ontario
Advisory Board members Lesley Shore, Margaret Wells,
5
Sharon Weintraub, and Chair Myra Novogrodsky 4 2010
Memphis benefit Co-Chairs Wight Boggs, Monica & Andre
Wharton, Tina & Robert Fockler 5 2011 Denver/Rocky
26 Facing History and Ourselves 2011 Annual Report
Mountain States benefit Chairs Megan & Mariner Kemper
6 2010 Los Angeles benefit Co-Chairs Ken & Carrie Richman and Drew & Susan Pauly
1 2010 New York benefit Co-Chair Lisa Paige, Facing History Executive Director Margot Stern
Strom, Co-Chair Richard Paige 2 2010 New York benefit Co-Chairs Georgina T. & Thomas A.
Russo with Seth A. Klarman, chair of Facing History’s Board of Directors 3 2011 San Francisco Bay Area benefit Co-Chairs Jim Snyder & Barbara Reiss-Snyder and Sharman Spector-Angel
& Gary Angel 4 2010 Cleveland benefit Co-Chair Peter Anagnostos, speaker Dr. Leon Bass,
Co-Chair Amy Carlson, and speaker Rev. Calvin Morris 5 2011 New England benefit Co-Chairs
Raquel & David Sapers, Rhoda Sapers, Michael & Marci Sapers, Aviva Sapers & Judith Sydney, Bill Sapers holding Ilan Sapers
1
2
3
4
5
Facing History and Ourselves 2011 Annual Report 27
“In Facing History we
learned that indifference
is the enemy . . . each
story is important, each
survivor a miracle, each
perpetrator worth
trying to understand for
the sake of all of us. ”
Facing History student
28 Facing History and Ourselves 2011 Annual Report
THANKS TO
YOUR SUPPORT . . .
. 10,000
Nearly
people, including students and teachers,
visited Choosing to Participate at the Historical Society
of Washington, DC, in the spring of 2011. The exhibit
opened in Memphis for fall 2011 and will travel next to
Chicago in fall 2012. Thank you to The Walmart Foundation, national sponsor, and all of our funders and
volunteers.
Since 1998, Choosing to Participate has traveled to eight
American cities, reaching more than
.
400,000
people.
Survivor testimonies—firsthand accounts from individu-
als who lived through the Holocaust and other atrocities—
help students more deeply appreciate and empathize with
the human dimensions of important moments in history.
In fiscal year 2011, these powerful stories were shared
with
.
26,000 students and 2,000 teachers.
We introduced five new self-paced online workshops
this year to enable educators to learn with us anytime,
anywhere. Topics included community responses to hate
crimes, the role of news media, the formation of the International Criminal Court, and civic participation.
.
13,000 published resources,
and our library loaned more than 13,000 books, DVDs, and
We distributed more than
other resources to educators this year through our online
circulation system. More than 29,000 copies of Facing
History resources were downloaded from our website.
Facing
Facing History
History and
and Ourselves
Ourselves 2011
2011 Annual
Annual Report
Report 29
29
FINANCIAL STATEMENTS: TREASURER’S REPORT
The fiscal year that ended June 30, 2011 saw a return to
FY10 to FY11. Fees for services rendered declined 5%
the growth that characterized most of the last decade. A
from $940K to $897K and Sales of Books and Materials
healthier revenue pipeline and stronger market conditions
declined 29% from $229K to $178K.
led to an increased annual budget, from $16.5M in FY10
to $17.85M in FY11. This increased budget enabled the
organization to reinvest in the excellence and reach of
its programs and the services it provides to teachers and
students. Thanks to the generous support of our loyal donor
base, Facing History was able to conclude the year with a
modest operating surplus.
LED BY SEVERAL SIGNIFICANT AND MANY NEW GIFTS
FACING HISTORY RAISED A RECORD $30.8M IN SUPPORT
OUR SUCCESS AT RAISING MULTIYEAR GRANTS AND PLEDGES
ENABLED FACING HISTORY TO ENTER FY11 WITH 39% OF THE
ORGANIZATION’S EXPENSE BUDGET COVERED.
During FY11, previously secured multiyear pledges and
grants made a significant contribution to our ability to
deliver programs and serve teachers and students. As a
result of Facing History’s success at securing signature
multiyear funding, the percentage of total expenses covered
AND REVENUE
by funds secured in prior years has steadily increased.
Consistent with generally accepted accounting principles
achieve greater impact and scale while simultaneously
(GAAP), Facing History books the entire value of multi-
increasing our financial stability and resilience to market
year pledges and grants as Temporarily Restricted Revenue
risk. Securing multiyear commitments plays a vital role in
in the year the pledge or gift is made. Twice in the last
both strategies, which were critically important for Facing
decade, renewal and new multiyear gifts have resulted in
History in 2011. Having an increasing share of operating
peaks of revenue in the year the initial pledge is received.
expenses funded by longer term commitments provides
In the subsequent middle years of these pledge payments,
additional confidence that we can successfully achieve
Facing History often broke even on a cash basis showing a
Facing History’s long-term programming and sustainability
deficit in our audit, a result of having booked the value of
goals.
cash payments in the year the original pledge was made.
Since 1998—despite these annual variances—Facing
History has averaged a 1.3% annual contribution to Net
Assets, while growing the operating budget from $6M to
$21.5M in FY12.
In FY11, Facing History secured $30.8M in Total Support
and Revenue, an increase of 126% from the prior year. The
value of new Temporarily Restricted contributions increased
to $14.6M from $4.9M. Unrestricted contributions for the
current fiscal year, which comprise an important part of the
organization’s operating budget, increased by 10% from
$6.5M to $7.2M. Two revenue line items declined from
30 Facing History and Ourselves 2011 Annual Report
These accomplishments suggest that Facing History can
FACING HISTORY INCREASED NET ASSETS TO $40M AT THE
END OF FY11
In FY11, Total Assets increased 52% from $27.1M to
$41.2M. This increase was largely driven by new significant
pledge commitments, as well as by strong investment
returns. Pledges and Grants Receivable, increased 106%
from $10.5M in FY10 to $21.6M in FY11. Cash and
equivalents increased to $2.9M from $2.5M. Investments
increased 24% from $11.2M to $13.8M. In total, Cash and
liquid Investments at the end of FY11 represented 6.45
months of Operating Expenses, compared to 5.7 months
of Operating Expenses at the end of FY10. In addition
to Facing History’s liquid Investments, the organization’s
On behalf of the Board of Directors and Board of
Permanently Restricted Endowment increased 30% from
Trustees, I want to especially thank the members of the
$5.4M at the end of FY10 to $7.7M at the end of FY11.
Finance Committee, the Audit Committee, and both the
management and staff of Facing History for all their hard
Total investment returns on Facing History’s liquid
work, unwavering support, and continued commitment to
Investments and Endowment totaled 12.2% of our
portfolio value at the start of the fiscal year. Total liabilities
the organization’s success.
increased during FY11 by 11% from $1.4M to $1.55M.
Other than assorted payables outstanding at year end, the
bulk of Facing History’s debt obligations consisted of the
$944K balance outstanding on a loan secured for building
renovations. This loan has a fixed rate of 4.95% and is
Elizabeth Jick
Treasurer and Chair of the Finance Committee
amortized through FY15.
Total Net Assets increased 54% from $25.8M in FY10 to
$39.6M in FY11 [see chart 1]. This increase resulted from
gains across all three Net Asset classes. Unrestricted Net
Assets increased over the course of the year by 17% from
$7.67M to $8.93M.
CHART 1
Total Net Assets at fiscal year-end
$45,000,000 $40,000,000 Unrestricted
$35,000,000 $30,000,000 Temporarily restricted
Unrestricted $25,000,000 Temporarily restricted $20,000,000 Permanently restricted
Permanently restricted $15,000,000 $10,000,000 $5,000,000 $-­‐ 2003 2004 2005 2006 2007 2008 2009 2010 2011 Facing History and Ourselves 2011 Annual Report 31
CONDENSED STATEMENTS OF FINANCIAL POSITION
June 30, 2011
June 30, 2010
ASSETS
Cash and cash equivalents
Investments
Accounts receivable and prepaid expenses
Pledges and grants receivable, net
Office equipment, leasehold improvements
and traveling exhibits - net
Total Assets
$ 2,870,616 $ 2,522,330
13,829,546 11,190,982
1,348,695 1,106,777
21,623,281 10,516,235
1,510,642 1,810,673
41,182,780 27,146,997
LIABILITIES AND NET ASSETS
Liabilities
Accounts payable and other liabilities
605,108 368,529
Note payable
944,076 1,027,235
1,549,184 1,395,764
Total Liabilities
Net Assets
Unrestricted net assets
8,931,471 7,665,718
Temporarily restricted net assets
19,012,135 13,099,401
Permanently restricted net assets
11,689,990 4,986,114
Total Net Assets
39,633,596 25,751,233
$ 41,182,780 $ 27,146,997
Total Liabilities and Net Assets
32 Facing History and Ourselves 2011 Annual Report
CONDENSED STATEMENTS OF ACTIVITIES
Years ended
June 30 2011
June 30 2010
SUPPORT AND REVENUE
Contributions and special event revenue
Unrestricted
Temporarily restricted
Permanently restricted
Total contributions and special event revenue
$
7,154,562
$
6,495,770
14,646,640
4,904,824
6,703,876
37,276
28,505,078
11,437,870
Contributions in-kind
793,585
729,132
Fees for program presentations
897,423
939,722
Sales of books and materials
177,639
229,239
Investment income & endowment distributions
392,778
272,078
30,766,503
13,608,041
Total support and revenue
EXPENSES
Program services
14,431,150
13,778,730
General administration
1,175,694
1,165,207
Fundraising
2,358,0932,476,781
Total expenses
17,964,937
17,420,718
CHANGE IN NET ASSETS BEFORE UNREALIZED GAINS ON INVESTMENTS
Change related to unrestricted fund
707,871
780,732
Change related to temporarily restricted fund
5,389,819
-4,630,685
Change related to permanently restricted fund
6,703,876
37,276
Net unrealized gain (loss) on investments
1,080,797
1,088,044
13,882,363
-2,724,633
Change in net assets
NET ASSETS - BEGINNING OF YEAR 25,751,23327,465,823
NET ASSETS - END OF YEAR
$ 39,633,596
$ 24,741,190
Facing History and Ourselves 2011 Annual Report 33
“The strategies modeled
are excellent, the materials
introduced are invaluable,
and the individuals—both
staff and participants—are
people to whom I will turn
again and again.”
Seminar participant
“Facing History and
Ourselves elicits from
young people serious
moral responses to
difficult moral
questions, and I think
we need as much of
that as we can get.”
Kwame Anthony Appiah
Professor, Princeton University
Department of Philosophy &
University Center for Human Values
Appiah was recently awarded the
2011 National Humanities Medal.
He succeeds Harvard Law School
Dean Martha Minow as Chair of the
Facing History and Ourselves Board
of Scholars.
Facing History and Ourselves 2011 Annual Report 49
Facing History reaches
nearly two milllion
students each year
across the globe.
With your help we can,
and should, be reaching
millions more.
50 Facing History and Ourselves 2011 Annual Report
Facing History and Ourselves 2011 Annual Report 51
WHERE WE WORK
Facing History has global impact
through programs on the ground
and website resources that are
accessed by people all over the
world.
HEADQUARTERS/NEW ENGLAND
LOS ANGELES
UNITED KINGDOM
16 Hurd Road
350 S. Bixel Street, Suite 160
Facing History and Ourselves LTD
Brookline, MA 02445
Los Angeles, CA 90017
Victoria Charity Centre
617-232-1595
213-202-2811
Suite 5, First Floor
Toll-free Number: 800-856-9039
11 Belgrave Road
MEMPHIS
London, SW1V 1RB
CHICAGO
Campus Box 354
United Kingdom
200 East Randolph Street, Suite 2100
650 East Parkway South
(011) 44 207 931 6469
Chicago IL 60601
Memphis, TN 38104
312-726-4500
901-452-1776
CLEVELAND
NEW YORK
@ Centre for Social Innovation
Heights Rockefeller Building
14 East 4th Street
Suite #170, 215 Spadina Avenue
2495 Lee Boulevard
Suite 3003
Toronto, ON M5T 2C7
Cleveland Heights, OH 44118
New York, NY 10012
416-901-3831
216-321-9220
212-992-7380
www.facinghistory.ca
DENVER/ROCKY MOUNTAIN STATES
SAN FRANCISCO/BAY AREA
7150 Montview Boulevard
24301 Southland Drive, Suite 318
Denver, CO 80220
Hayward, CA 94545
303-316-4848
510-786-2500
CANADA
Facing History and Ourselves
52 Facing History and Ourselves 2011 Annual Report
Visit us at
FACINGHISTORY.ORG
Facing History and Ourselves 2011 Annual Report 52
Facing History and Ourselves is an
international educational and professional development organization whose
mission is to engage students of diverse
backgrounds in an examination of
racism, prejudice, and antisemitism in
order to promote the development of a
more humane and informed citizenry.
By studying the historical development
of the Holocaust and other examples of
genocide, students make the essential
connection between history and the
moral choices they confront in their
own lives.