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Foundation Giving

Foundation Annual Reports

May 13, 2004 | Read Time: 9 minutes

GLOBAL FUND FOR WOMEN
1375 Sutter Street, Suite 400
San Francisco, Calif. 94109
(415) 202-7640
http://www.globalfundforwomen.org

Period covered: Year ending June 30, 2003.

Finances
(in millions) 2002 2003
Assets $14.1 $15.4
Total revenue & support $13.7 $9.0
Management & general expenses $0.7 $0.7
Grants awarded $4.5 $5.1

Purpose and areas of support: Established in 1987, the fund makes grants ranging from approximately $500 to $20,000 to women’s groups based outside the United States. Although the fund supports groups working on many different issues, its grantees share a commitment to women’s equality within the broader framework of universal human rights.

During its 2003 fiscal year, the fund awarded 279 general grants totaling $2,909,876; these grants provide flexible support for the grantees to use as needed. For example, Ruta Pacifica de las Mujeres (Peaceful Way of Women), located in Medellín, Colombia, received $10,000 for its efforts to organize Colombian women to advocate demilitarization and an end to violence against women.

The fund’s Economic Opportunity Initiative supports groups that help women escape poverty by pursuing economic-development strategies. Fifty-eight grants totaling $616,608 were awarded, including $10,000 to the South African Women in Mining Association, in Barkley West, to provide training and professional-development networks to female geologists, mining engineers, conveyor operators, and others.


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The Preston Education Fund for Girls’ Education enables the foundation to make larger-than-usual grants in that program area. For example, Women Acting Together for Change, in Kathmandu, Nepal, received $35,000 to develop libraries and literacy materials for girls, to train women as teachers, and to provide classes for girls who have left or never attended school. In all, the foundation awarded 20 grants totaling $400,535 for programs to broaden girls’ access to education.

The foundation allocated 24 grants totaling $234,748 through its Rights Within Religious and Cultural Traditions program. Awards included $10,000 to 20 Ans Barakat, in Algiers, to use music by popular Algerian singers to educate the public on discrimination that women face under that country’s Family Status Code.

The fund seeks to foster “indigenous philanthropy” through its partnership-grants program. In honor of its 15th anniversary, the fund awarded $20,000 each to 15 women’s-rights groups worldwide, including groups in Bangladesh, El Salvador, Uganda, and Uzbekistan. Each group will in turn provide $15,000 in small grants to local women’s groups and use the remaining $5,000 for administrative costs.

Application procedure: The fund accepts grant requests in any language or format. Letters of inquiry or grant applications may be handwritten or typed, and may be sent to the fund’s office via post, fax, or e-mail. The fund accepts applications throughout the year and makes awards on a quarterly basis. Due to the large number of proposals the fund receives, it may take up to six months for the fund to review a request. The fund does not accept requests from individuals, and applicant organizations must be based outside the United States and governed and directed by women. Additional details about grant-making guidelines and application forms are available on the fund’s Web site.

Key officials: Kavita Ramdas, president and chief executive officer; Nicola McIntyre, vice president, development and communications; Dale Needles, vice president, finance and administration; Amelia Wu, vice president, programs and evaluation; Lourdes Inga, grants administrator; Jacqueline Pitanguy, chair of the Board of Directors.


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Program officers: Ana María Enríquez (the Americas), Anne Lang Frahn (Asia and Oceania), Annie Hillar (the Middle East, North Africa, Europe, and the former Soviet Union), Adaora Ikenze (Africa), and Muadi Mukenge (Africa).

Program associates: Ashley Allen (the Americas), Angelika Arutyunova (Middle East, North Africa, and Eastern Europe), and Megan Hauser (Asia and Oceania).

ROBERT WOOD JOHNSON FOUNDATION

Route 1 and College Road East
P.O. Box 2316
Princeton, N.J. 08543
(888) 631-9989
http://www.rwjf.org

Period covered: Year ending December 31, 2003.

Finances
(in millions) 2002 2003
Assets $8,012.4 $7,933.8
Investment income $117.8 $124.7
Realized gains on sales of securities $284.7 $446.8
Unrealized depreciation on investments -$942.3 -$82.8
General administrative expenses $22.8 $20.8
Grants approved $443.0 $285.1
Program contracts & related activities $56.0 $55.4

Purpose and areas of support: The foundation was established in 1936 by Robert Wood Johnson (1893-1968), who, during his lifetime, built his family’s Johnson & Johnson company into one of the world’s largest producers of health and medical-care supplies. Although the foundation initially made grants only locally, its grant making became national in scope in 1972, when it received virtually all of Mr. Johnson’s estate.


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The foundation’s overarching mission is to enhance the health and health care of all Americans. In 2003, it appropriated 927 grants and contracts primarily in four program divisions: assuring access to care, which received $76,532,687; reducing substance abuse, $71,386,440; improving chronic health conditions, $63,325,776; and promoting health and well-being, $61,265,028.

While retaining its four program divisions, the foundation has adopted a new framework through which it classifies its grants. All grants fall into one of four portfolios: targeted, vulnerable populations, human capital, or pioneer.

The majority of the foundation’s grant making falls into the “targeted” portfolio, grants that seek to achieve specific improvements within a defined time frame. Grants in the “vulnerable populations” portfolio identify and promote new, effective ways to provide community-based services to the neediest Americans. Grants in the “human capital” portfolio support training and leadership-development efforts designed to improve the quality of the health and health-care work force. Grants in the “pioneer” portfolio stress cutting-edge approaches to health and health-care issues.

The “targeted” portfolio currently focuses on nine fields: addiction prevention and treatment, childhood obesity, end-of-life care, health-care coverage, health-care disparities, health-care quality, nursing, public-health leadership and capacity, and tobacco use. Awards included $300,000 to the Holyoke Health Center, located in Holyoke, Mass., for a comprehensive self-management program for Latinos with diabetes, and $50,000 to the University of Virginia Health System, in Charlottesville, for a nurse-administered, family-centered unit that provides acute-care services for elderly patients.

Through its “vulnerable populations” portfolio, the foundation makes grants in several areas, including after-school programs designed to counter substance abuse and other negative behavior, programs that use the Interfaith Volunteer Caregivers Model to assist people with chronic health conditions, and programs to prevent injuries among young people.


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The foundation’s Local Initiative Funding Partners Program also falls in this portfolio; allocations included $450,000 over two years to the Cascade AIDS Project, in Portland, Ore., to establish services for children and youths whose parent or primary caregiver is HIV-positive.

The “human capital” portfolio subsumes various longstanding foundation training programs, including the Robert Wood Johnson Health Policy Fellowships, the Investigator Awards in Health Policy Research, and the Community Health Leadership Program.

Due to positive public-health results over the past several years, the foundation is reducing its support for projects related to end-of-life care and the use of tobacco and other addictive substances. Meanwhile, it is pursuing new grant-making areas, including childhood obesity, racial and ethnic disparities in health care, and the role of nurses in hospital settings.

Application procedure: The foundation awards grants in two primary ways: through competitive national programs, in which it issues a call for proposals or invitational announcements; and through grants made in response to unsolicited proposals that address the foundation’s goals and areas of interest. Detailed information on the foundation’s grant-making guidelines and priorities is available on its Web site.

Key officials: Risa Lavizzo-Mourey, president and chief executive officer; John R. Lumpkin, senior vice president and director, health-care group; Robin E. Mockenhaupt, interim director, health group; Calvin Bland, chief of staff and special adviser to the president and chief executive officer; Peter Goodwin, vice president and treasurer; James R. Knickman, vice president for research and evaluation; David J. Morse, vice president for communications; Albert O. Shar, vice president of information technology; David L. Waldman, vice president for human resources and administration; G. Russell Henshaw Jr., controller; Robert G. Hughes, coordinator of special projects; James C. Ingram and Carol Kroch, interim co-general counsels and secretaries; Brian S. O’Neil, chief investment officer; Janice A. Opalski, director of financial monitoring; Richard J. Toth, director, office of proposal management; Robert E. Campbell, chairman of the Board of Trustees.


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WINSTON-SALEM FOUNDATION

860 West Fifth Street
Winston-Salem, N.C. 27101
(336) 725-2382
http://www.wsfoundation.org

Period covered: Year ending December 31, 2002.

Finances
(in millions) 2001 2002
Assets $179.9 $153.5
Donations & bequests $17.6 $10.1
Interest, dividends, & other investment income $6.5 $4.7
Net realized & unrealized losses $-17.3 $-20.9
Executive-office operations $1.8 $1.7
Grants paid $17.9 $18.0

Purpose and areas of support: This community foundation was established in 1919 by Col. Francis Fries, a local manufacturer, with an initial $1,000 endowment. It makes discretionary, donor-advised, designated, and other grants to benefit residents of Winston-Salem and surrounding Forsyth County, N.C. The foundation also makes some grants to groups in adjacent Davidson, Davie, Stokes, Surry, Wilkes, and Yadkin Counties.

As of December 2002, the foundation comprised approximately 875 charitable funds, including 21 that were newly established that year.

In 2002, the foundation allocated approximately $18-million, including 159 discretionary grants totaling $5.2-million. Those grants were made primarily in seven program areas: public interest, which received $2,828,450; education and recreation, $479,700; health, $433,900; human services, $421,920; arts and culture, $332,700; youth, $310,825; and older adults, $133,525.


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Public-interest grants accounted for such a large proportion of discretionary grant making largely due to a $2-million award to the Millennium Fund, a $39-million effort that supports residential improvements, infrastructure development, and economic revitalization in downtown Winston-Salem.

Grants made through the education and recreation program included $30,000 to the YMCA of Greater Winston-Salem to continue an English-as-a-second-language tutorial program.

Grants in other program areas included $29,000 to Cancer Services Inc., in Winston-Salem, to provide medication assistance to cancer patients in the region, and $1,500 to the Surry Homeless and Affordable Housing Coalition, in Elkin, for marketing costs.

In 1999, the foundation committed $2.5-million over five years to the ECHO (Everyone Can Help Out) Fund. The fund honors local individuals and organizations that build social capital, which the foundation defines as “connections between people, based in trust, that enhance cooperation for mutual benefit.”

The foundation awarded scholarships totaling $477,000 to 368 students and low-interest loans totaling $121,000 to 34 students.


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Application procedure: The foundation makes grants to nonprofit organizations for the benefit of residents of the Forsyth County, N.C., region. It does not provide funds to individuals, for long-term operating support, for projects that would ordinarily receive public funding, or for religious activities that serve only members of a single congregation or that promote a particular religious doctrine. Potential applicants should first call the foundation to discuss the proposed project with a foundation staff member, who will decide whether the organization in question is eligible to apply for a grant. Additional information on grant-making guidelines and deadlines is available on the foundation’s Web site.

Key officials: Scott F. Wierman, president; Annette Lynch, vice president, donor services; Donna G. Rader, vice president, grants and programs; J. Todd Slate, vice president, finance and administration; Margaret Foster, marketing and communications officer; Betty Gray Davis, senior program officer; Kay Dillon, director, student aid; Ava Smith-Pegues, grants manager; T. David Neill, chairman of the Winston-Salem Foundation Committee.

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