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www.ihero.app courtesy of urban awareness Funding Sources Report Matching Grants


2 Matching Grants Funding Source Report TABLE OF CONTENTS American Honda Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Anderson Family Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Arcus Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Bernice Barbour Foundation, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Charles Stewart Mott Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Clark Charitable Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Compton Foundation, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Conrad N. Hilton Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ... . .18 CS Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Engineering Information Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Ewing Marion Kauffman Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Glady’s and Roland Harriman Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Henry W. Bull Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Institute of Turkish Studies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 International Retinal Research Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Ittleson Foundation, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 J. Paul Getty Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 James McKeen Cattell Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 John F. and Mary A. Geisse Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 John Templeton Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Josiah Macy Jr. Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Koch Foundation, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Lannan Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54 Lilly Endowment Inc. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57 Longview Foundation for Education . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61 Lumina Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Mertz Gilmore Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Moriah Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Mustard Seed Foundation, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . .71 Norman Foundation, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .73 Tulsa Christian Foundation, Inc . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .75


Matching Grants Funding Source Report 1 American Honda Foundation Torrance, CA, United States | corporate.honda.com/america/philanthropy.aspx... | (310) 781-4090 | [email protected] Applications/RFPs Funding Interests Related Organizations Affiliated Company: About Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES American Honda Motor Co., Inc. The foundation supports programs designed to promote youth education. Special emphasis is directed toward science, technology, engineering, mathematics, the environment, job training, and literacy. Background Established in 1984 in CA Based on similar patterns of giving (subject area, geographic area served and grant amounts) Toyota USA FoundationTorrance, CA-Education, Mental Health/Crisis Services, Environment, Community Development, Recreation Shelby Cullom Davis Charitable FundWilmington, DEEducation, Environment, Arts and Culture, International/Foreign Affairs, Philanthropy/Voluntarism University of Phoenix FoundationPhoenix, AZ-Education, Recreation, Community Development, Environment, Agriculture/Food The Jain Foundation, Inc.Seattle, WA-Education, Health, Mental Health/Crisis Services The Thoresen FoundationCanton, GA-Education, Community Development, Arts and Culture, Environment, Health Arnold and Mabel Beckman FoundationIrvine, CA-Education, Mental Health/Crisis Services, Health, Community Development, Environment Biodiversity, Community improvement, Economic development, Education, Education services, Educational management, Elementary and secondary education, Engineering, Environment, Family services, Higher education, Human services, Job training, Mathematics, Museums, Natural resources, Physical and earth sciences, Reading promotion, Science, Technology, Vocational education, Youth development National, California, Mexico, District of Columbia, New York Academics, Adolescents, Children and youth, Economically disadvantaged people, Ethnic and racial groups, Low-income people, Students Continuing support, Curriculum development, General support, Program support, Scholarships, Seed money Matching grants Grants range from $20,000 to $75,000. No faxed applications are accepted. Support is limited to 1 contribution per organization during any given year. A site visit may be requested Application form required. Applicants should submit the following: 1. Additional materials/documentation 2. Listing of additional sources and amount of support 3. Copy of current year's organizational budget and/or project budget 4. Listing of board of directors, trustees, officers and other key people and their affiliations 5. Descriptive literature about organization 6. Copy of IRS Determination Letter 7. Brief history of organization and description of its mission 8. Copy of most recent annual report/audited financial statement/990 9. Detailed description of project and amount of funding requested Initial Approach: Complete online eligibility quiz and application form Board meeting date(s): Jan., Apr., July, and Oct. Deadline(s): Feb. 1, May 1, Aug. 1, and Nov. 1 Final notification: May 1, Aug. 1., Nov. 1. and Feb. 1 Purpose and Activities


2 Matching Grants Funding Source Report MEMBERSHIPS Regional Associations of Grantmakers Southern California Grantmakers Affinity Groups Affinity group on Japanese Philanthropy Gifts Received: N/A Expenditures: $2,393,919 Qualifying Distributions: $1,488,104 Giving Activities include: $1,208,043 for grants Additional information: Organizations with a gross revenue of $500,000 or more must have two years of audited financial statements examined by an independent CPA for the purpose of expressing an opinion. Organizations with a gross revenue of less than $500,000 that do not have audits, are welcome to submit two years of financial statements accompanied by an independent CPA’s review report instead GIVING LIMITATIONS Giving on a national basis with some emphasis on CA. No support for private foundations, for-profit organizations, churches, religious groups, or sectarian organizations, arts and culture organizations, health and welfare, disaster relief, legislative organizations, political organizations or candidates, advocacy, veterans’ or fraternal organizations, or labor groups. No grants to individuals, or for scholarships, operating funds for hospitals, medical or educational research, research papers, fundraising, dinners, parties, receptions, auction charity balls, or 5k walks or runs, sponsorships, advertising, building funds or capital campaigns, endowments, corporate memberships, conferences or seminars, service club activities, youth recreational activities or playground equipment, student foreign exchange programs, trips or tours, or beauty or talent contests; no vehicle or product donations; no loans for small businesses. See who can introduce you to someone at American Honda Foundation Officers (9)Staff (2) Kim SmalleyPRESIDENTDonna HammondSR PROGRAM OFFICER Tetsuya TsutsuiVICE PRESIDENTNichole WhitleyPROGRAM OFFICER Steven CenterSECRETARY/TREASURER Carlos Cruz-AedoBOARD MEMBERDonors (1) Cherie ThorpBOARD MEMBERNote: If a donor is deceased, the symbol (‡) follows the name. Matthew WeitzerBOARD MEMBERAmerican Honda Motor Co Inc Rhonda CottonBOARD MEMBER Charles FranklinBOARD MEMBER Tamara SunbladBOARD MEMBER American Honda FoundationCompany-sponsored foundation EIN953924667 LOCATIONCONTACT INFORMATION BRIDGE NUMBER4965762871 1919 Torrance Blvd., M.S. 100-1W-5ATelephone: (310) 781-4090 PUBLICATIONSTorrance, CA United States 90501-2746Fax: (310) 781-4270 Application guidelinesADDITIONAL LOCATION INFORMATIONE-mail: [email protected] Grants listCounty: Los AngelesURL: Informational brochure (including applicationMetropolitan area: Los Angeles-Long Beach-corporate.honda.com/america/philanthropy.aspx.. guidelines)Anaheim, CA Congressional district: California District 43 FOR FISCAL YEAR ENDED 2018-03-31 $33,314,560$1,208,043 TOTAL ASSETSTOTAL GIVING Financials Who's Who


Matching Grants Funding Source Report 3 Anderson Family Foundation Stanwood, WA, United States | (425) 640-3842 About Financials Who's Who Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES ORGANIZATION TYPES FOR FISCAL YEAR ENDED 2017-09-30 $8,530,908$607,000 TOTAL ASSETSTOTAL GIVING See who can introduce you to someone at Anderson Family Foundation Gifts Received: $869,728 Expenditures: $692,724 Qualifying Distributions: $631,567 Giving Activities include: $607,000 for grants Application form required. Applicants should submit the following: 1. Detailed description of project and amount of funding requested Initial Approach: Letter Board meeting date(s): Aug. Deadline(s): None GIVING LIMITATIONS Giving on a national basis. No support for political organizations. Grants to Christian organizations working in the areas of evangelism, education, and contemporary problems. Established in 1974 in WA Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Longbrake Family FoundationSeattle, WA-Community Development, Education, Human Services, Arts and Culture, Recreation Chino Cienega FoundationPalm Springs, CA-Recreation, Philanthropy/Voluntarism, Community Development, Education, Environment Orsini Charitable Foundation, Inc.Elk Grove Village, IL-Human Services, Philanthropy/Voluntarism, Community Development, Education The Suen Family FoundationSeattle, WA-Human Services, Philanthropy/Voluntarism, Community Development, Education, Medical Research Wiancko Charitable Foundation Inc.Seattle, WA-Environment, Mental Health/Crisis Services, Health, Employment, Recreation Charles D. Trover Family FoundationSherwood, OR-Education, Recreation, Human Services, Community Development, Philanthropy/Voluntarism Christianity, Corrections and penology, Evangelicalism, Family services, Higher education, Human services, Individual liberties, International development, Legal services, Nonprofits, Public health, Religion, Special population support, Theology National, Texas, District of Columbia, Mexico, Oregon, Virginia, Washington, Honduras, Russia, Israel, Arizona, Colorado Economically disadvantaged people, Low-income people Annual campaigns, Capital and infrastructure, Continuing support, General support, Program support, Regranting Matching grants Evangelical institutions, Public charities, Religious institutions Officers (4) Purpose and Activities Donors (2) Background


4 Matching Grants Funding Source Report MEMBERSHIPS Affinity Groups Association of Small Foundations Paul J AndersonPRESIDENT/DirectorNote: If a donor is deceased, the symbol ( ‡ ) follows the name. Rebecca L BartontreaSURER/DIRECTORBarbara May Anderson Marie H AndersonSecretary/DirectorCharles L. Anderson‡ Joel F Bartondirector Anderson Family FoundationIndependent foundation, Family foundation EIN510147901 LOCATIONCONTACT INFORMATION BRIDGE NUMBER3890799724P.O. Box 68Telephone: (425) 640-3842 PUBLICATIONSStanwood, WA United States 98292-0068 Financial statement ADDITIONAL LOCATION INFORMATION County: Snohomish Metropolitan area: Seattle-Tacoma-Bellevue, WA Congressional district: Washington District 02


Matching Grants Funding Source Report 5 Arcus Foundation New York City, NY, United States | www.arcusfoundation.org | (212) 488-3000 | [email protected] About Funding Interests SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES Animal training, Antidiscrimination, Biodiversity, Domesticated animals, Endangered species protection, Higher education, Human rights, Individual liberties, Legal services, LGBTQ rights, Natural resources, Philanthropy, Public affairs, Special population support, Wildlife sanctuaries National, International, Michigan, Southeastern Asia, Africa, Middle East, Congo, Democratic Republic of the, Uganda, New York, Indonesia, California, Cameroon, Kenya, District of Columbia LGBTQ people, Transgender people Building and renovations, Capital campaigns, Convening, Curriculum development, Endowments, General support, Leadership and professional development, Participatory grantmaking, Policy, advocacy and systems reform, Program evaluations, Program support, Publications, Technical assistance Employee matching gifts, Matching grants, Pro bono consulting services The mission of the foundation is to achieve social justice that is inclusive of sexual orientation, gender identity and race, and to ensure conservation and respect of the great apes. Background Established in 1997 in MI - The grantmaker is a signatory to Philanthropy’s Promise, an initiative of the National Committee for Responsive Philanthropy (NCRP). By signing on, the grantmaker has committed to allocating the majority of its grantmaking dollars to marginalized communities and at least 25 percent to social justice strategies, such as advocacy, community organizing, and civic engagement Program Areas (5) Global Religions The program elevates pro-LGBT religious voices in the Global South, the Islamic world, U.S. communities of color, transgender populations, and with influence at U.N, regional, and national policy bodies.It also combats those who would misuse religion to deny the full humanity of LGBT people, including under the guise of so-called “religious exemptions” to civil rights laws. Strategic funding areas are: 1) Support Positive Religious Leaders and Advocates. Increase diverse pro-LGBT voices within target communities, specifically: the Islamic world, U.S. communities of color, the Global South, and those with influence among UN, regional, and national policy-making bodies. Develop effective faith messages and messengers that impact these communities; 2) Fight the Abuse of Religion to Deny Protection to LGBT people: Educate justice movements and the public about the abuse of religious freedoms through “religious exemptions,” and develop religious and legal strategies to hold exemptions in check. Challenge religious opponents of LGBT people in the U.S. and internationally. Develop communications strategies to counter the discrimination and dehumanization of LGBT people by some religious institutions. Great Apes The foundation’s Great Apes strategy is driven by its mission to ensure conservation and respect for the world’s gorillas, chimpanzees, bonobos, orangutans, and gibbons, who are under threat in every country where they live.The strategy aims to: 1) Reconcile socio-economic development and conservation activities in priority great ape landscapes; 2) Build an integrated and coordinated conservation movement; 3) Improve respect and recognition for the intrinsic value of apes. It supports three sub-program areas: 1) Conservation of Apes: reduce threats to apes in their natural habitat, focusing specifically on protection of ape populations and habitats in priority landscapes; 2) Wellbeing of Apes in Captivity: strengthen international protection of great apes in their range states and beyond and to ensure high standards of care for them in captivity by providing them with effective sanctuaries; 3) Great Apes and Ethics: increase the recognition of and respect for the rights and intrinsic value of the great apes, especially the right to live free of abuse, exploitation and private ownership. International Human Rights The foundation contributes to the development of a global movement integrating sexual orientation and gender identity into shared conceptions of human rights on national, regional, and international levels. To do this work, the foundation invests in policy and cultural changes in targeted countries--primarily in Africa, Asia, Latin America, the Caribbean, and Eastern Europe--as well as change-makers and their leadership at the United Nations and within human rights organizations with regional scope. Among the foundation priorities are supporting the human rights of transgender people, lifting LGBT and pro-LGBT faith voices particularly at the U.N., and increasing the funding available to the LGBT-related work of other foundations, governments, corporations, and individuals. Program-Related Investment The foundation has made a PRI in the form of a loan to an organization for the conservation of wildlife and supporting community development in the Greater Laikipia region of Kenya. U.S. Social Justice The program works at the intersection of sexual/gender justice, racial justice, and economic justice, investing primarily in youth, communities of color, and targeted faith communities, with special priority for youth of color, transgender populations, and work by and for affected communities. The foundation invests in impactful culture, leadership, and protections for LGBT youth and communities of color. Purpose and Activities


6 Matching Grants Funding Source Report Financials Who's Who Applications/RFPs Other Funders to Consider See who can introduce you to someone at Arcus Foundation Officers and Directors (17) Jon L. StrykerPres. and Director Annette LanjouwV.P., Strategic Initiatives and Great Apes Prog. and CoExec. Dir. Jason McGillCo-Exec. Dir. Thomas W. NicholsV.P., Finance and Opers. Cindy RizzoV.P., Impact and Learning Bryan E. SimmonsV.P., Global Comms. Linda HoCont. Kevin JenningsExec. Dir. Stephen Bennett Evelynn M. Hammonds Janet Mock Catherine Pino Slobodan Randjelovic Jeff Trandahl Darren Walker Jennene TierneyV.P.., HR Maya L. Harris Gifts Received: $30,059,865 Expenditures: $39,065,948 Qualifying Distributions: $38,455,059 Giving Activities include: $28,347,803 for grants Monica CharlesGrants Mgr. Adrian Relu ComanProg. Dir., International Human Rights Cheryl DudleyDir., Global Religions Desiree FloresDir., U.S. Social Justice Rachel KimberMgr., Grants Roz LeeDir., Social Justice Initiatives Erica LimProg. Mgr., Social Justice Andy MarraMgr., Comm. Linda MayProg. Dir., Captive Apes Stephanie MyersMgr., Online Comm. Sebastian NaidooDir., Global Media Ericka NovotnyDir., Grants Mgmt. Adam PhillipsonProg. Off., Great Apes Prog. Helga RainerConservation Dir., Great Apes Prog. Marie StevensonProg. Assoc. and UK Office Mgr. Daniel MaiuriProg. Admin. Coord., Social Justice Heather AntonissenComms. Assoc. Melvin JungAcctg. and Human Resources Assoc. Linda M. NguyenSr. Accountant Linda ParifaxDir., Exec. Planning and Project Mgmt. After review of funding request, the foundation may request a Letter of Inquiry and a subsequent full Proposal, which includes the submission of additional organizational and project-specific documentation Application form not required. Applicants should submit the following: 1. Copy of IRS Determination Letter 2. Brief history of organization and description of its mission 3. Name, address and phone number of organization 4. Statement of problem project will address 5. Detailed description of project and amount of funding requested Initial Approach: Online submission of initial funding concept Board meeting date(s): Four board meetings annually Deadline(s): Varies Final notification: 3-4 weeks after initial funding request is received GIVING LIMITATIONS Giving on a national basis, with some emphasis on MI, especially southwest MI. Giving on an international basis, with emphasis on Africa, the Middle East and Southeast Asia. No support for lobby groups or political campaigns. No grants to individuals, or for religious or political activities, scholarships, or for medical research or film production projects. Based on similar patterns of giving (subject area, geographic area served and grant amounts) Surdna Foundation, Inc.New York City, NY-Recreation, Environment, Community Development, Arts and Culture, Agriculture/Food The Henry Luce Foundation, Inc.New York City, NY-Education, Arts and Culture, Human Services, Health Organizations, Mental Health/Crisis Services Gleason Family FoundationSan Rafael, CA-Education, Agriculture/Food, Civil/Human Rights, Medical Research, Animals/Wildlife The Wallace FoundationNew York City, NY-Education, Arts and Culture, Agriculture/Food, Animals/Wildlife, Community Development Omidyar Network Fund, Inc.Redwood City, CA-Medical Research, Recreation, Agriculture/Food, Philanthropy/Voluntarism, Education Rockefeller Brothers Fund, Inc.New York City, NY-Environment, Philanthropy/Voluntarism, Agriculture/Food, Recreation, Arts and Culture FOR FISCAL YEAR ENDED 2017-12-31 $209,802,125$28,347,803 TOTAL ASSETSTOTAL GIVING Staff (20)


Matching Grants Funding Source Report 7 Donors (1) Note: If a donor is deceased, the symbol (‡) follows the name. Jon L. Stryker Arcus FoundationIndependent foundation EIN383332791 LOCATION BRIDGE NUMBER6671881098 44 W. 28th St., 17th Fl. PUBLICATIONSNew York City, NY United States 10001-4212 Annual report (including application guidelines)ADDITIONAL LOCATION INFORMATION NewsletterCounty: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12 MEMBERSHIPS Affinity Groups Animal GrantmakersGrantmakers for Effective Organizations International Human Rights Funders Group Associations and Other Philanthropic Organizations International Human Rights Funders Group CONTACT INFORMATION Contact: Carol Snapp, Comms. Mgr. Telephone: (212) 488-3000 Fax: (212) 488-3010 E-mail: [email protected] URL: www.arcusfoundation.org


8 Matching Grants Funding Source Report Bernice Barbour Foundation, Inc. Philadelphia, PA, United States | bernicebarbour.org | (215) 419-6000 About Financials Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES FOR FISCAL YEAR ENDED 2017-12-31 $21,559,110$735,847 TOTAL ASSETSTOTAL GIVING Gifts Received: N/A Expenditures: $1,152,212 Qualifying Distributions: $1,028,804 Animal adoptions, Animal population control, Animal welfare, Biodiversity, Domesticated animals, Environment, Higher education, Veterinary medicine National, Texas, Colorado, Massachusetts, North Carolina, Florida, Pennsylvania, California Children and youth, Economically disadvantaged people, Low-income people Capital and infrastructure, Continuing support, Equipment, Fellowships, General support, Program support, Research, Technical assistance Matching grants Based on similar patterns of giving (subject area, geographic area served and grant amounts) DJ & T FoundationWest Hills, CA-Environment, Animals/Wildlife, Community Development, Health Edith J. Goode Residuary TrustPittsburgh, PA-Environment, Safety/Disasters, Health, Mental Health/Crisis Services, Health Organizations Norr Fund, Inc.Narberth, PA-Environment, International/Foreign Affairs, Civil/Human Rights, Community Development, Education Bissell Pet FoundationGrand Rapids, MI-Environment, Community Development, Health The Elinor Patterson Baker FoundationGreenwich, CT-Environment, Education, Mental Health/Crisis Services, Health, Philanthropy/Voluntarism George & Miriam Martin FoundationPhiladelphia, PA-Environment, Employment, Arts and Culture, Recreation, Civil/Human Rights Application form required. Applicants should submit the following: 1. Listing of board of directors, trustees, officers and other key people and their affiliations 2. Copy of IRS Determination Letter 3. Copy of most recent annual report/audited financial statement/990 4. Detailed description of project and amount of funding requested 5. Copy of current year's organizational budget and/or project budget Initial Approach: Completed application form Copies of proposal: 2 Deadline(s): July 31 Additional information: There are 2 sets of application instructions: 1 for animal welfare and 1 for university use GIVING LIMITATIONS Giving only on a national basis. No support for organizations that do not spay/neuter animals before adopting them out. No grants to individuals, or for indirect costs, litigation, or for costs relating to animals which are not indigenous to the United States, or land acquisition. Giving to organizations which provide programs to protect, preserve, and nurture animals, including marine animals and wildlife, in the U.S. Hands-on care, animal health/welfare, and veterinary medical research are priorities. Background Established in 1987 in NJ; funded in 1990 - The foundation was established by Bernice Wall Barbour, a lifelong NJ resident, who devoted much of her thought, energy and resources toward making the lives of animals happier and healthier Purpose and Activities


Matching Grants Funding Source Report 9 MEMBERSHIPS Affinity Groups Animal Grantmakers Giving Activities include: $735,847 for grants Association of Small Foundations See who can introduce you to someone at Bernice Barbour Foundation, Inc. Officers (10)Donors (1) Jacqueline LittleSecretary and Vice PresidentNote: If a donor is deceased, the symbol (‡) follows the name. Henry TurmonPresidentBernice Barbour‡ Kathryn ChampExecutive Director and Trustee Sterling ChampTreasurer Judith LittleTrustee Kristina LloydTrustee Heather LloydTrustee Karen LloydTrustee Alicia NogalesTrustee Eve Lloyd ThompsonTrustee Bernice Barbour Foundation, Inc.Independent foundation EIN222779967 LOCATIONCONTACT INFORMATION BRIDGE NUMBER2688281261 1650 Market St Ste 1200, 1200Telephone: (215) 419-6000 PUBLICATIONSPhiladelphia, PA United States 19103-7391URL: bernicebarbour.org Application guidelinesADDITIONAL LOCATION INFORMATION Informational brochureCounty: Philadelphia Program policy statement (includingMetropolitan area: Philadelphia-Camdenapplication guidelines)Wilmington, PA-NJ-DE-MD Congressional district: Pennsylvania District 03 Who's Who


10 Matching Grants Funding Source Report Charles Stewart Mott Foundation Flint, MI, United States | www.mott.org | (810) 238-5651 | [email protected] About Funding Interests SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES Child development, Child welfare, Community and economic development, Democracy, Diversity and intergroup relations, Economic development, Education, Education services, Elementary and secondary education, Employment, Ethnic and racial minority rights, Foundations, Higher education, Human services, Leadership development, Natural resources, Nonprofits, Parent education, Philanthropy, Public policy, Rural development, Sustainable development, Urban development, Urban renewal, Voluntarism, Youth development National, International, Latin America, Ukraine, Russia, South Africa, Eastern Europe, Canada, Serbia, Michigan, Bosnia and Herzegovina Academics, Children and youth, Economically disadvantaged people, Ethnic and racial groups, Low-income people, Students, Young adults Conferences and exhibits, Continuing support, General support, Participatory grantmaking, Program evaluations, Program support, Seed money, System and operational improvements, Technical assistance Employee matching gifts, Matching grants, Program-related investments To support efforts that promote a just, equitable and sustainable society with the primary focus on civil society, the environment, the area of Flint, MI and poverty. The foundation makes grants for a variety of purposes within these program areas including: philanthropy and voluntarism; assisting emerging civil societies in Central/Eastern Europe, Russia and South Africa; conservation of fresh water ecosystems in North America; reform of international finance and trade; improving the outcomes for children, youth and families at risk of persistent poverty; education and neighborhood and economic development. The foundation also makes grants to strengthen the capacity of local institutions in its home community of Flint, MI. Background Incorporated in 1926 in MI - Founded by the late automobile industry pioneer Charles Stewart Mott. Mott was one of the original partners in the creation of General Motors Corp., and served on the board of directors until 1973. In addition, he served as the mayor of Flint, Michigan, for two non-consecutive terms Program Areas (6) Civil Society The mission of the program is to strengthen philanthropy and the nonprofit sector as vital vehicles for increasing civic engagement and improving communities and societies. The program is organized into four program areas: 1) Central/Eastern Europe and Russia; 2) South Africa; 3) United States; 4) Global Philanthropy and Nonprofit Sector. While grantmaking objectives and strategies are tailored to the specific circumstances of each geographic region in which the foundation works, two broad themes unite grantmaking within the program: to empower people and nonprofits to take collective action that promotes and defends democratic values; and to promote and develop a more robust culture of private giving for public good. Funding for unsolicited proposals is limited throughout the program. Those interested in applying for funding are strongly encouraged to submit letters of inquiry instead of a full proposal. Environment The mission of this program is to support the efforts of an engaged citizenry working to create accountable and responsive institutions, sound public policies, and appropriate models of development that protect the diversity and integrity of selected ecosystems in North America and around the world.The program is organized into three grantmaking areas: 1) Conservation of Freshwater Ecosystems; 2) International Finance for Sustainability; and 3) Special Initiatives. Funding for unsolicited proposals is limited throughout the program. Those interested in applying for funding are strongly encouraged to submit letters of inquiry instead of a full proposal. Exploratory and Special Projects (XSP) These grants support unusual or unique opportunities to address significant national and international problems. Under this program, including the program area for Historically Black Colleges and Universities, the foundation makes a limited number of small grants for projects falling outside its regular grantmaking programs. Proposals for XSP grants are by invitation only; unsolicited proposals are discouraged. Flint Area The mission of this program is to foster a well-functioning, connected community that is capable of meeting the economic, social and racial challenges ahead. The program is organized into four grantmaking areas: 1) Arts, culture and education; 2) Economic revitalization; 3) Strengthening community; and 4) Special initiatives. Funding for unsolicited proposals is limited throughout the program. Those interested in applying for funding are strongly encouraged to submit letters of inquiry instead of a full proposal. . Pathways Out of Poverty The mission of this program is to identify, test and help sustain pathways out of poverty for low-income people and communities. The foundation believes education, economic participation and community engagement are critical to moving low-income Americans toward greater prosperity. These three areas are the pillars of the foundation's programs to address poverty in the U.S. The program is organized into four grantmaking areas: 1) Improving Community Education; 2) Expanding Economic Opportunity; 3) Building Organized Communities; and 4) Special Initiatives. The first three areas enable the foundation to support efforts to nurture systemic change in the educational, economic and community systems that produce and perpetuate poverty in the U.S. The fourth area allows the foundation to support projects that are crosscutting in nature and to explore special opportunities. The program also reflects the Purpose and Activities


Matching Grants Funding Source Report 11 See who can introduce you to someone at Charles Stewart Mott Foundation Officers and Trustees (23) William S. WhiteChair. and C.E.O. and Trustee Frederick S. KirkpatrickVice-Chair. and Trustee Ridgway H. WhitePres. and Trustee Jay C. FlahertyV.P. and C.I.O. Neal R. HegartyV.P., Progs. Kathryn A. ThomasV.P., Comms. John MorningTrustee Emeritus Charlie Nelms Phillip H. PetersV.P., Admin. Group and Secy.-Treas. Gavin T. ClabaughV.P., Info. Svcs. Gifts Received: N/A Expenditures: $147,342,021 Qualifying Distributions: $134,013,944 Giving Activities include: $117,098,923 for grants $439,950 for foundation-administered programs $731,052 for loans/program-related investments Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Kresge FoundationTroy, MI-Recreation, Arts and Culture, Community Development, Health, Environment W. K. Kellogg FoundationBattle Creek, MI-Recreation, Community Development, Education, Health, Agriculture/Food Jim Casey Youth Opportunities Initiative, Inc.St. Louis, MOCommunity Development, Employment, Civil/Human Rights, Philanthropy/Voluntarism, Health John C. Lasko FoundationPennington, NJ-Human Services The Robert Wood Johnson FoundationPrinceton, NJ-Health, Community Development, Education, Recreation, Employment The Susan Thompson Buffett FoundationOmaha, NE-Health, Education, Civil/Human Rights, Philanthropy/Voluntarism, Community Development foundation's belief that racism contributes to, and shapes, poverty in the U.S. Thus, the foundation remains alert to opportunities to address institutional racism. Funding for unsolicited proposals is limited throughout the program. Those interested in applying for funding are strongly encouraged to submit letters of inquiry instead of a full proposal. Program-Related Investment The foundation has made PRIs in the form of loans to and equity investments in social service and community development organizations. Karen Aldridge-EasonFdn. Liaison Nick DeychakiwskyProg. Off., Civil Society, U.S. and Global Philanthropy and Nonprofit Sector Duane M. EllingComms. Off. Maggie Jaruzel-PotterComms. Off. Joseph M. MartinProg. Off., Flint Area Benita D. MeltonProg. Dir., Education Ann F. RichardsSr. Comms. Off. Sandra N. SmitheyProg. Off., Environment Kaitlyn C. AdlerGrants Admin. Full proposals by invitation only Application form not required. Applicants should submit the following: 1. Copy of current year's organizational budget and/or project budget 2. Statement of problem project will address 3. Detailed description of project and amount of funding requested Initial Approach: Online letter of inquiry Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None; grants are determined by Aug. 31 of any given year Final notification: 60-90 days GIVING LIMITATIONS Giving nationally and to emerging countries in Central and Eastern Europe, Russia, and South Africa. No support for religious activities or programs serving specific religious groups or denominations. Faith based organizations may submit inquiries if the project falls within the foundation's guidelines and serves a broad segment of the population. No grants to individuals or for capital development (with the exception of the Flint area and legacy institutions). Grants for research, project replication or endowments are rarely funded unless these activities grow out of work the foundation already supports. No support for local projects, except in the Flint area, unless they are part of a Mott-planned national demonstration or network of grants. Film and video projects, books, scholarships, and fellowships are rarely funded; no loans. Financials Who's Who Applications/RFPs Other Funders to Consider FOR FISCAL YEAR ENDED 2016-12-31 $2,792,255,785$117,098,923 TOTAL ASSETSTOTAL GIVING Staff (39)


12 Matching Grants Funding Source Report Douglas X. PatinoTr. Emeritus A. Marshall Acuff, Jr. Lizabeth Ardisana Tiffany W. Lovett Webb F. Martin Olivia P. Maynard Maryanne Mott William H. Piper Marise M.M. Stewart George E. Ross Helen Taylor Douglas X. Patiño Jeremy Piper Note: If a donor is deceased, the symbol (‡ Charles Stewart Mott‡ MEMBERSHIPS Affinity Groups Africa Grantmakers' Affinity Group Asian Americans/Pacific Islanders in Philanthropy, Inc. Association for Enterprise Opportunity Association of Black Foundation Executives, Inc. BoardSource Coalition for Community Schools Consortium of Foundation Libraries ) follows the name. Consultative Group on Biological Diversity Emerging Practitioners in Philanthropy Grantmakers for Children, Youth and Families Grantmakers for Education Grantmakers for Effective Organizations Hispanics in Philanthropy Interfaith Funders Native Americans in Philanthropy Neighborhood Funders Group The Funders' Network for Smart Growth and Livable Communities U.S.-Mexico Border Philanthropy Partnership Youth Transition Funders Group Associations and Other Philanthropic Organizations Charles Stewart Mott FoundationIndependent foundation EIN381211227 LOCATION BRIDGE NUMBER1213230180 503 S Saginaw St Ste 1200 Mott, Foundation PUBLICATIONSBuilding Annual report (including application guidelines)Flint, MI United States 48502 Financial statementADDITIONAL LOCATION INFORMATION Occasional reportCounty: Genesee Metropolitan area: Flint, MI Congressional district: Michigan District 05 CONTACT INFORMATION Telephone: (810) 238- 5651 Fax: (810) 766-1753 E-mail: [email protected] URL: www.mott.org Vyacheslav BakhimCivil Society Prog. (Russia) Michael S. BirchmeierGrants Mgr. Kyle CaldwellProg. Dir., Pathways Out of Poverty Vera DakovaProg. Off., Civil Society, Central/Eastern Europe and Russia Julie M. FlynnMgr., HR Mary A. GailbreathDir., Grants Admin. and Asst. Secy.-Treas. Gwynn HughesProg. Off., Pathways Out of Poverty Alicia KitsuseProg. Off., Flint Area Frederick L. KumpGrants Financial Analyst and Prog. Off., Flint Area Shannon LawderProg. Dir., Civil Society Jennifer LiversedgeAsst. to Pres. and Prog. Off. Ross MaclarenProg. Off., Civil Society, Central/ Eastern Europe and Russia Jessica M. MartinComm. Off. Mamo MohapiAssoc. Prog. Off., South Africa Yazeed MooreProg. Off., Pathways Out of Poverty Samuel B. PassmoreProg. Dir., Environment Kimberly S. RobersonProg. Dir., Flint Area Traci RomineProg. Off., Environment Macie SchrinerComm. Off., Online Strategies Amy C. ShannonEnvironment Prog. Svitlana SuprunCivil Society Prog. (Belarus, Moldova, Ukraine) Jumana Z. VasiProg. Off., Environment J. Walter VeirsRegional Dir., Central/Eastern Europe and Russia Sarah MurrayProg. Asst., Environment DeJuan J. WoodsAssoc. Prog. Off., Pathways Out of Poverty Dondre YoungProg. Asst., Environment Tim EderProg. Off., Environment Jeff AlexanderComms. Off., Environment Jessica M. JonesComms. Off., Civil Society Lorenzo M. WakefieldProg. Off., Civil Society Donors (1)


Matching Grants Funding Source Report 13 Africa Grantmakers' Affinity Group Association Of Charitable Foundations Border Philanthropy Partnership Candid Russian Donors Forum Ukrainian Philanthropists Forum Youth Transition Funders Group Hispanics in Philanthropy Interfaith Funders Michigan Nonprofit Association NEF - Network of European Foundations


14 Matching Grants Funding Source Report Clark Charitable Trust Lincoln, MA, United States | (781) 259-8800 About Financials Who's Who Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES FOR FISCAL YEAR ENDED 2016-12-31 $3,515,704$168,000 TOTAL ASSETSTOTAL GIVING Established in 1937 in MA See who can introduce you to someone at Clark Charitable Trust Governing Body (2) Timothy A TaylorTrustee Russell KoppTrustee Clark Charitable TrustIndependent foundation EIN046037650 LOCATION BRIDGE NUMBER0047186286 P.O. Box 681 Application form required. Applicants should submit the following: 1. Detailed description of project and amount of funding requested Initial Approach: Letter Deadline(s): None GIVING LIMITATIONS Giving on a national basis. Gifts Received: N/A Expenditures: $231,798 Qualifying Distributions: $228,000 Giving Activities include: $168,000 for grants CONTACT INFORMATION Telephone: (781) 259- 8800 Based on similar patterns of giving (subject area, geographic area served and grant amounts) Frances R. Dewing FoundationMadison, WI-Arts and Culture, Community Development, Education, Environment, International/Foreign Affairs The Cricket FoundationBoston, MA-Arts and Culture, Environment, International/Foreign Affairs, Community Development, Education The Cove Charitable TrustPittsburgh, PA-Environment, Education, Community Development, Health, Employment A.D. Weekes Jr. Charitable TrustNew York City, NY-Community Development, Arts and Culture, Education, Environment, Health The Arnold Garrison FoundationBoston, MA-Education, Health, Arts and Culture, Agriculture/Food, Community Development Animal welfare, Biodiversity, Domesticated animals, Environment, Food banks, Higher education, International development, Land resources, Museums, Music, Natural resources, Performing arts, Voluntarism, Wildlife biodiversity National, Indiana, Massachusetts, Lebanon, Ohio, Jordan, West Bank/Gaza (Palestinian Territories), Maine, Tennessee Academics, Economically disadvantaged people, Low-income people Annual campaigns, Capital and infrastructure, Capital campaigns, Endowments, Equipment, General support, Land acquisitions, Program support, Scholarships Matching grants Background


Matching Grants Funding Source Report 15 Lincoln, MA United States 01773-0681 ADDITIONAL LOCATION INFORMATION County: Middlesex Metropolitan area: Boston-Cambridge-Newton, MA-NH Congressional district: Massachusetts District 05


16 Matching Grants Funding Source Report Compton Foundation, Inc. San Francisco, CA, United States | www.comptonfoundation.org | (415) 391-9001 | [email protected] About Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES Letters of inquiry are accepted online only. LOIs will not be accepted by e-mail or U.S. mail. Full unsolicited proposals are not accepted Application form required. Based on similar patterns of giving (subject area, geographic area served and grant amounts) Passport FoundationSan Francisco, CA-Health, Environment, Education, Community Development, Recreation The Reveas FoundationPebble Beach, CA-Education, Human Services, Community Development, Health, Environment Edgerton FoundationBeverly Hills, CA-Arts and Culture, Environment, Education, Health, Philanthropy/Voluntarism Levi Strauss FoundationSan Francisco, CA-Recreation, Health, Community Development, Civil/Human Rights, Employment The William H. Donner FoundationTarrytown, NY-Education, Agriculture/Food, Environment, Community Development, Arts and Culture The Richard W. & Elaine E. Barrett FoundationBoulder, CO-Environment, Education, Health, Philanthropy/Voluntarism, Animals/Wildlife Antidiscrimination, Climate change, Communication media, Democracy, Higher education, Individual liberties, International peace and security, Natural resources, Philanthropy, Social rights National, Israel, Canada, Colorado, West Bank/Gaza (Palestinian Territories), California, District of Columbia, New York Economically disadvantaged people, Low-income people, Women and girls Continuing support, Convening, Equal access, General support, Land acquisitions, Outreach, Policy, advocacy and systems reform, Program support, Public engagement and education, Publications, Recordings, Research Matching grants, Mission-related investments, Pro bono consulting services The foundation ignites change. It supports transformative leadership and courageous storytelling, inspiring action toward a peaceful, just, sustainable future. Its new mission highlights a sense of urgency and a willingness to take risks in order to transform the way we live. Bringing forth a positive future requires innovative ways of understanding and naming the problems we face, as well as new methods for collaborating to solve them. To accomplish the foundation's mission it provides financial resources to galvanize the movement for progressive and democratic social change. Background Incorporated in 1972 in NY as successor to the Compton Trust; reincorporated in 1992 in CA - The foundation's history began with the vision of Dorothy and Randolph Compton, a vision which they later passed on to their children. John Parker, the youngest, left Princeton University after his freshman year to train with the 10th Mountain Division and fought in the Italian Alps in World War II. Near the small village of Iola in the mountains north of Florence, a sniper's bullet ended his promising young life. The untimely death of John Parker, the tragic loss of so many young people, and the impact of the war on the whole world moved Dorothy and Randolph to establish a charitable trust in 1946. The trust was converted to a foundation in 1972. The grantmaker is a signatory to Philanthropy’s Promise, an initiative of the National Committee for Responsive Philanthropy (NCRP). By signing on, the grantmaker has committed to allocating the majority of its grantmaking dollars to marginalized communities and at least 25 percent to social justice strategies, such as advocacy, community organizing, and civic engagement Program Areas (2) Program-Related Investment The foundation has made a PRI in the form of a loan to be used to introduce clean burning gasifying cookstoves and renewable biomass fuel pellets into the community of Rugerero Genocide Survivors Village near Gisenyi, Rwanda. Historically, the foundation has made PRIs, in the form of loans, to community development organizations and for family planning. Transformative Leadership and Courageous Storytelling The foundation supports transformative leadership and courageous storytelling (which, to the foundation, means: a] speaking truth to power; b] using visual art, music, drama, film, writing, and creative social media to amplify critical issues and to blend personal with political, and emotional with intellect; c] disrupting our understanding of the status quo, or giving voice to previously unheard narratives; and d] communication compassion, linking our past to our future, and offering positive visions/dreams of what comes next), inspiring action toward a peaceful, just, sustainable future. The foundation's mission highlights a sense of urgency and a willingness to take risks in order to transform the way we live. The foundation feels that brining forth a positive future requires innovative ways of understanding and naming the problems that we face, as well as new methods for collaboration to solve them. Implicit in the foundation's mission is support for progressive and democratic social change. The foundation will support organizations building the long-term capacity to ignite change as well as providing rapid response and emerging opportunity funding. . Purpose and Activities


Matching Grants Funding Source Report 17 Gifts Received: N/A Expenditures: $7,238,407 Qualifying Distributions: $6,264,611 Giving Activities include: $5,234,905 for grants Initial Approach: Use letter of inquiry form on foundation web site Board meeting date(s): June and Dec. Deadline(s): None Final notification: Varies GIVING LIMITATIONS Giving in the U.S. for environmental issues. No support for ocean or marine work, K-12 education, service delivery programs, or on-the-ground restoration projects. No grants to individuals, or for capital or building funds, or for land, water or easement acquisition; no loans. See who can introduce you to someone at Compton Foundation, Inc. Officers (7)Staff (4) Randy ComptonVice PresidentJohanna HansonProgram Officer Vanessa ComptonPresidentJennifer SokoloveProgram Officer Alexandra I.TomaDirectorJennifer TurnageManager of Fina Jakada ImaniDirectorDeborah DaughtryDirector of Ope Emilie CortesTreasurer W Danforth ComptonSecretary Ellen FriedmanExecutive Dir Compton Foundation, Inc.Family foundation EIN943142932 LOCATIONCONTACT INFORMATION BRIDGE NUMBER722624246544 Montgomery StTelephone: (415) 391-9001 PUBLICATIONSSan Francisco, CA United States 94104Fax: (415) 391-9005 Financial statement ADDITIONAL LOCATION INFORMATIONE-mail: [email protected] County: San FranciscoURL: www.comptonfoundation.org Metropolitan area: San Francisco-OaklandHayward, CA Congressional district: California District 12 MEMBERSHIPS Regional Associations of Grantmakers Northern California Grantmakers Affinity Groups Confluence Philanthropy, Inc.Grantmakers in the Arts Consultative Group on Biological DiversityInternational Human Rights Funders Group Funders Network of Pop Rep H and RNational Center For Family Philanthropy Inc Grantmakers for Effective OrganizationsPeace & Security Funders Group Peak Grantmaking, Inc. Sustainable Agriculture and Food Systems Funders / NVF Associations and Other Philanthropic Organizations Funders Network of Pop Rep H and RPeace & Security Funders Group International Human Rights Funders GroupSustainable Agriculture and Food Systems Funders / NVF FOR FISCAL YEAR ENDED 2017-12-31 $54,936,770$5,234,905 TOTAL ASSETSTOTAL GIVING Financials Who's Who


18 Matching Grants Funding Source Report Conrad N. Hilton Foundation Agoura Hills, CA, United States | www.hiltonfoundation.org | (818) 851-3700 | [email protected] About Funding Interests SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES ORGANIZATION TYPES Christianity, Clean water supply, Disasters and emergency management, Diseases and conditions, Domesticated animals, Education, Elementary and secondary education, Family services, Foundations, Higher education, Homeless services, Housing development, Human services, Hygiene, In-patient medical care, International development, Mental health care, Multiple sclerosis, Nonprofits, Religion, Sanitation, Sewage utilities, Special population support, Water resources, Water utilities, Youth development National, International, Asia, Africa, Global Programs, Haiti, Ghana, California, Kenya, Tanzania, Nevada, Florida, New York, Mexico Adolescents, Children, Children and youth, Economically disadvantaged people, Foster and adoptive children, Homeless people, Infants and toddlers, Low-income people, Out-of-home youth, People with disabilities, People with HIV/AIDS, People with vision impairments, Substance abusers, Transitioning children, Victims of disaster, Young adults Capital and infrastructure, Capital campaigns, Continuing support, Curriculum development, Emergency funds, Endowments, Equipment, Fellowships, General support, Program evaluations, Program support, Publications, Research, Scholarships, System and operational improvements, Technical assistance Employee matching gifts, Matching grants, Program-related investments Associations The Conrad N. Hilton Foundation supports efforts to improve the lives of disadvantaged and vulnerable people throughout the world by focusing on six strategic initiatives and five major program areas. Potential applicants should see Current Programs for more information. Background Established in 1944 in NV - Conrad N. Hilton, founder of Hilton Hotels, established the Conrad N. Hilton Foundation as a philanthropic trust in 1944. In 1950, the foundation was legally established as a nonprofit corporation, separate from Hilton Hotels Corporation. Upon his death in 1979, Conrad Hilton left nearly his entire estate to the Hilton Foundation. His son, Barron Hilton, joined the foundation in 1950 and has served on the board chair ever since. Over the years, he has contributed many millions to the work of the foundation, and following his father's example, in 2007, Barron Hilton pledged to leave 97% of his estate to the foundation. Steven M. Hilton, son of Barron and grandson of Conrad, joined the foundation in 1983 and was named president in 1998; he is currently also Chair and C.E.O. of the foundation board. Other Hilton family members serve on the foundation board The grantmaker is a signatory to Philanthropy's Promise, an initiative of the National Committee for Responsive Philanthropy (NCRP). By signing on, the grantmaker has committed to allocating the majority of its grantmaking dollars to marginalized communities and at least 25 percent to social justice strategies, such as advocacy, community organizing, and civic engagement. Barron Hilton has committed to The Giving Pledge, and has pledged to give away at least half of his wealth to philanthropy. Program Areas (14) Children Affected by HIV/AIDS The foundation works to directly impact the lives of hundreds of thousands of young children affected by HIV and AIDS in high-prevalence regions by ensuring that they are better able to realize their full potential for cognitive, social, and physical development. Confronting Sight Loss Preventing blindness and empowering those facing the challenges of visual impairment. Conrad H. Hilton Humanitarian Prize Following selection by an independent international jury, the Conrad N. Hilton Foundation awards the annual $2 million Humanitarian Prize to a nonprofit organization doing exemplary work to alleviate human suffering. Created in 1996, the Prize helps recognize and advance the efforts of the recipient organizations, and calls attention to the worldwide need for humanitarian aid and support. Educating Students for Hospitality Industry Creating opportunities for the next generation of hotel and restaurant managers. Ending Chronic Homelessness Making permanent supportive housing a reality for chronically homeless people in Los Angeles County. Nurturing Catholic Schools Supporting Catholic schools and extending their educational benefit to more youth. Overcoming Multiple Sclerosis Seeking a cure and improving quality of life for those who are affected by MS. Preventing Substance Abuse Purpose and Activities


Matching Grants Funding Source Report 19 See who can introduce you to someone at Conrad N. Hilton Foundation Officers and Directors (17) Steven M. HiltonChair. and Director Peter LaughamC.E.O. and Pres. Randy KimV.P. and C.I.O. Judy M. MillerV.P. and Dir., Humanitarian Prize Edmund J. CainV.P., Grant Progs. Gifts Received: $15,805,205 Expenditures: $147,910,340 Qualifying Distributions: $125,403,020 Giving Activities include: $109,524,591 for grants Kristin Aldana-TadayProg. Assoc., Domestic Prog(s). Rose ArnoldGrants Mgr. Jeannine BalfourSr. Prog. Off., Domestic Prog(s). Lisa BohmerSr. Prog. Off., Domestic Prog(s). Based on similar patterns of giving (subject area, geographic area served and grant amounts) Jeanne and Sanford Robertson FundSan Francisco, CA-Arts and Culture, Education, Health, Community Development, Agriculture/Food The Marc and Eva Stern FoundationLos Angeles, CA-Arts and Culture, Education, Health, Community Development, Animals/Wildlife The Simms/Mann Family FoundationBeverly Hills, CA-Health, Arts and Culture, Community Development, Education, Human Services The Bilger FoundationLos Angeles, CA-Education, Health, Community Development, Civil/Human Rights, Human Services Stephanie and Peter Nolan FoundationHermosa Beach, CA-Education, Community Development, Health, Agriculture/Food, Employment Moss FoundationBeverly Hills, CA-Health, Arts and Culture, Environment, Community Development, Education Due to youth's vulnerability and the potential lifetime consequences of substance abuse, the foundation has focused its strategy on improving substance abuse outcomes for youth age 15-22 by means of early intervention. Program-Related Investment The foundation has made a program-related investment to help cover the costs of buying a building and establishing a permanent endowment for a leadership organization. The foundation has made PRIs in the form of low interest loans for capital projects. Historically, the Foundation has made PRIs to support micro-credit lending programs, endowments, renovations, housing development loans, and finance expenses during disasters. Providing Safe Water Increasing sustainable access to safe water for people in severe need within developing countries. Responding to Disasters Providing water, sanitation, and other aid to people in the aftermath of natural disasters; promoting disaster preparedness. Supporting Catholic Sisters Enabling Sisters to advance human development more widely and effectively. The Marilyn Hilton Award for Innovation in MS Research The goal of the award is to stimulate innovation and advance knowledge that will aid in developing treatments and cures for progressive forms of MS. The foundation is particularly interested in supporting projects that address the development of biomarkers for Progressive MS. The foundation funds the institution for whom the investigators work with grants up to four-years, totaling no more than $900,000 over the grant period. Pre-proposals must be electronically sent and must include a cover page, NIH biography, scientific narrative, and letter of support from the institution to the foundation's MS program at: [email protected]. See foundation web site for detailed information on the program and its application process. Transition-age Youth in Foster Care Helping U.S. youth transitioning out of the foster care system to find their path to success. The foundation accepts requests for proposals only for the Marilyn Hilton Award for Innovation in MS Research. Full proposals are by invitation only. The foundation accepts applications primarily from its specified beneficiaries; unsolicited proposals generally not considered. If application is invited, information will be requested. Application form required. Initial Approach: Electronic submission for RFP Board meeting date(s): Quarterly GIVING LIMITATIONS Giving on a balanced national and international basis. No support for political organizations. No grants to individuals, or for fundraising events. Financials Who's Who Applications/RFPs Other Funders to Consider FOR FISCAL YEAR ENDED 2016-12-31 $2,692,285,541$109,524,591 TOTAL ASSETSTOTAL GIVING Staff (24)


20 Matching Grants Funding Source Report Patrick J. ModugnoV.P., Admin. and C.F.O.Elizabeth CheungSr. Prog. Off., Special Prog(s). Monica EmersonCont.Chris DunstonSr. Prog. Off., International Prog(s). Donald H. HubbsDir. EmeritusAlexa EgglestonSr. Prog. Off., Domestic Prog(s). William H. Foege, M.D., M.P.H.Andrea IloulianProg. Off., Domestic Prog(s). James R. GalbraithTaryn LeeDir., HR Conrad N. Hilton, IIIKara Lemma, Ph.DProg. Assoc., Catholic Sisters William B. Hilton, Jr.Tenille MettiProg. Assoc., Domestic Prog (s). Hawley Hilton McAuliffeMaggie B. MillerMgr., Hilton Humanitarian Prize Joyce MeyerRobert MiyashiroProg. Assoc., International Prog(s). Michael O. HiltonMarc MoorghenComms. Mgr. John L. NotterBrad MyersSr. Prog. Off., Catholic Sisters Initiative William G. OuchiBill PitkinDir., Domestic Progs. Emily SkehanProg. Assoc., Domestic Prog(s). Gregory AndersenProg. Off., International Prog(s). Megan CaenepeelGrants Assoc. Shaheen Kasim-LakhaDir., International Progs. Leah ManningProg. Assoc., International Prog(s). Rosemarie NassifDir., Catholic Sisters Initiative Julia FriedmanCommunications Mgr. David MascarinaDigital Communications Mgr. Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Conrad N. Hilton‡ Barron Hilton Conrad N. Hilton FoundationFamily foundation EIN943100217 LOCATIONCONTACT INFORMATION BRIDGE NUMBER0145710945 30440 Agoura Rd.Contact: Rose M. Arnold, Grants Mgr. PUBLICATIONSAgoura Hills, CA United States 91301-2145Telephone: (818) 851-3700 Annual reportADDITIONAL LOCATION INFORMATIONFax: (818) 851-3791 Financial statementCounty: Los AngelesE-mail: Grants listMetropolitan area: Los Angeles-Long [email protected] NewsletterAnaheim, CAURL: www.hiltonfoundation.org Occasional reportCongressional district: California District 33 MEMBERSHIPS Regional Associations of Grantmakers Southern California Grantmakers Affinity Groups Foundations and Donors Interested in CatholicGrantmakers in Health ActivitiesInternational Human Rights Funders Group Funders Together to End Homelessness IncMission Investors Exchange Grantmakers for Children, Youth and FamiliesPeak Grantmaking, Inc. Associations and Other Philanthropic Organizations CandidInternational Human Rights Funders Group


Matching Grants Funding Source Report 21 CS Fund Freestone, CA, United States | www.csfund.org | (707) 874-2942 | [email protected] About Financials Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES FOR FISCAL YEAR ENDED 2017-10-31 $4,832,632$500 TOTAL ASSETSTOTAL GIVING Gifts Received: $1,370,000 Expenditures: $169,234 Qualifying Distributions: $133,419 Giving Activities include: $500 for grants A private foundation, giving for programs with national or international impact; specific areas of funding include emerging technology, economic globalizations, food sovereignty, and civil liberties. Background Established in 1981 in CA as "pass through" fund for annual gifts of donors The foundation is currently in the process of reducing its grantmaking, and its ability to entertain new proposals is especially limited during this time. Application form not required. Applicants should submit the following: 1. Copy of current year's organizational budget and/or project budget 2. Copy of IRS Determination Letter 3. Detailed description of project and amount of funding requested Initial Approach: Letter of inquiry not exceeding 3 pages following check of foundation web site guidelines Copies of proposal: 1 Board meeting date(s): Apr. and Dec. Deadline(s): None, for letter of inquiry GIVING LIMITATIONS Giving on a national basis. No grants for endowment funds, capital ventures, emergency requests, or video or film production. Based on similar patterns of giving (subject area, geographic area served and grant amounts) Wallace Genetic Foundation, Inc.Washington, DC-Environment, Health, Safety/Disasters, Recreation, Philanthropy/Voluntarism Jaquelin Hume FoundationSan Francisco, CA-Agriculture/Food, Education, Arts and Culture, Health Organizations, Employment Porticus North America FoundationNew York City, NY-Human Services, Community Development, Education, Employment, Recreation The Swift FoundationMontecito, CA-Civil/Human Rights, Environment, Recreation, Safety/Disasters, Philanthropy/Voluntarism Chiaroscuro FoundationNew York City, NY-Human Services, Civil/Human Rights, Agriculture/Food, Education, Community Development Ethics & Excellence in Journalism FoundationOklahoma City, OK-Medical Research, Education, Agriculture/Food, Civil/Human Rights, Arts and Culture Agriculture, Antidiscrimination, Democracy, Economic development, Environmental and resource rights, Environmental justice, Food security, Foundations, Higher education, Human rights, Individual liberties, Media access and policy, Natural resources, Public affairs, Social rights National, Massachusetts, Oregon, Mexico, Brazil, Indonesia, California, Minnesota, India, District of Columbia, New York Economically disadvantaged people, Farmers, Indigenous peoples, Low-income people Continuing support, Convening, Ethics and accountability, General support, Policy, advocacy and systems reform, Publications, Research, Technical assistance Matching grants Purpose and Activities


22 Matching Grants Funding Source Report Who's Who CS FundFamily foundation EIN953607882 BRIDGE NUMBER1365841759 PUBLICATIONS Application guidelines Grants list See who can introduce you to someone at CS Fund Officers (8) Maryanne MottTRUSTEE Michael WarshTRUSTEE Corinne Meadows-EframVICE-PRESIDENT/TRUSTEE Marise Meynet StewartPRESIDENT/TRUSTEE Teresa RobinsonSECRETARY/TRUSTEE Kau'i KeliipioTREASURER/TRUSTEE Roxanne TurnageFORMER EXECUTIVE DIRECTOR Bailey MaloneEXECUTIVE DIRECTOR LOCATION 469 Bohemian Hwy. Freestone, CA United States 95472-9579 ADDITIONAL LOCATION INFORMATION County: Sonoma Metropolitan area: Santa Rosa, CA Congressional district: California District 04 MEMBERSHIPS Regional Associations of Grantmakers Texas Environmental Grantmakers Group Affinity Groups Grantmakers Without BordersInternational Human Rights Funders Group Associations and Other Philanthropic Organizations Grantmakers Without BordersInternational Human Rights Funders Group Melanie AdcockPROGRAM DIRECTOR Monica MoorePROGRAM DIRECTOR Rose CohenGRANT ADMINISTRATOR Ramona AllenBOOKKEEPER/SECRETARY Donors (2) Note: If a donor is deceased, the symbol (‡) follows the name. Maryanne Mott Herman Warsh‡ CONTACT INFORMATION Telephone: (707) 874-2942 Fax: (707) 874-1734 E-mail: [email protected] URL: www.csfund.org Staff (4)


Matching Grants Funding Source Report 23 Engineering Information Foundation New York City, NY, United States | www.eifgrants.org | (212) 579-7596 | [email protected] About Financials Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES Based on similar patterns of giving (subject area, geographic area served and grant amounts) Robert A. and Virginia Heinlein Prize TrustHouston, TX-Mental Health/Crisis Services, Education Weyerhaeuser Family FoundationSaint Paul, MN-Community Development, Recreation, Environment, Health, Philanthropy/Voluntarism Channel FoundationSeattle, WA-Civil/Human Rights, Philanthropy/Voluntarism, Agriculture/Food, Employment, Medical Research West Foundation, Inc.Indianapolis, IN-Philanthropy/Voluntarism, Recreation, Health, Community Development, Education Conservation, Food and Health Foundation, Inc.Boston, MA-Environment, Health, Philanthropy/Voluntarism, Civil/Human Rights, Education Norman Foundation, Inc.New York City, NY-Recreation, Environment, Civil/Human Rights, Education, Health Engineering, Foundations, Higher education, International development, Museums, Science, Technology, Women's services, Youth development National, International, Developing Countries, Maryland, Maine, Colorado, Pennsylvania, Tennessee, Australia, Ohio, South Carolina, Lebanon, Canada, New York, New Jersey, Washington, Mozambique Academics, Girls, Students, Women and girls Curriculum development, Information and Referral, Program support, Research, Research and evaluation Matching grants Support for educational research programs that advance the availability and use of information related to engineering and applied technologies, programs conducted by engineering educators that encourage women to undertake careers in engineering, and projects to improve access to engineering information for students and faculty of educational institutions in developing countries. Background Established in 1934 as a publisher of engineering information with the legal status of a public charity. Restructured in 1994 in NY as a private foundation; approved July 25, 1996, with first round of grants made in Aug. 1997 Initial applications are not accepted online. Non-U.S. institutions are required to submit an affidavit of equivalency, and/or name of intermediary organization. Application guidelines available on foundation web site Application form not required. Applicants should submit the following: 1. Copy of current year's organizational budget and/or project budget 2. Listing of board of directors, trustees, officers and other key people and their affiliations 3. Copy of IRS Determination Letter 4. Statement of problem project will address 5. Copy of most recent annual report/audited financial statement/990 6. Detailed description of project and amount of funding requested Initial Approach: Proposal via surface mail Copies of proposal: 5 Board meeting date(s): Apr. and Oct. Deadline(s): Feb. 28 and Aug. 31 Final notification: Within 30 days of board meeting GIVING LIMITATIONS Giving on a national and international basis. No grants to individuals, or for general operating expenses, or for equipment, general overhead, capital campaigns, conferences, scholarships, assistantships, doctoral candidates, or fellowships; no loans. Purpose and Activities


24 Matching Grants Funding Source Report FOR FISCAL YEAR ENDED 2018-12-31 $5,654,660$216,011 TOTAL ASSETSTOTAL GIVING Gifts Received: N/A Expenditures: $444,232 Qualifying Distributions: $381,275 Giving Activities include: $216,011 for grants See who can introduce you to someone at Engineering Information Foundation Officers (5) Hans RutimannPresident John RegazziVice President Julie ShimerSecretary EisenJo CasaclangDirector Ruth MillerExecutive Dir. Engineering Information FoundationIndependent foundation EIN131679606 LOCATION BRIDGE NUMBER5953145438180 West 80th St PUBLICATIONSNew York City, NY United States 10024 Application guidelines ADDITIONAL LOCATION INFORMATION Annual report (including application guidelines)County: New York Financial statementMetropolitan area: New York-Newark-Jersey Grants listCity, NY-NJ-PA Congressional district: New York District 10 MEMBERSHIPS Associations and Other Philanthropic Organizations Nonprofit Coordinating Committee of New York, Inc. CONTACT INFORMATION Telephone: (212) 579- 7596 Fax: (212) 579-7517 E-mail: [email protected] URL: www.eifgrants.org Who's Who


Matching Grants Funding Source Report 25 Ewing Marion Kauffman Foundation Kansas City, MO, United States | www.kauffman.org | (816) 932-1000 | [email protected] About Funding Interests SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES Business promotion, Community and economic development, Economic development, Education, Elementary and secondary education, Entrepreneurship, Foundations, Higher education, Human services, Mathematics, Nonprofits, Out-of-school learning, Performing arts, Philanthropy, Public policy, Science, Youth development National, Missouri, Kansas, District of Columbia, Spain, Italy, Dominican Republic, California, India, South Korea, China, Austria, New York Academics, Children and youth, Economically disadvantaged people, Low-income people, Students Convening, Curriculum development, Emergency funds, Fellowships, General support, Policy, advocacy and systems reform, Program evaluations, Program support, Research Employee matching gifts, Matching grants, Program-related investments The foundation's mission is to help individuals attain economic independence by advancing educational achievement and entrepreneurial success, consistent with the aspirations of its founder Ewing Marion Kauffman. To fulfill the mission, the foundation: 1) Identifies opportunities where application of the foundation's people, ideas, and capital can benefit society in significant and measurable ways; 2) Develops innovative, research-based programs leading to practical, sustainable solutions that are widely accepted and implemented; 3) Treats the Kansas City region as a program incubator where feasible, in which new approaches can be tried and tested before being disseminated nationally; and 4) Partners with others to leverage its resources and capabilities while avoiding the creation of dependency. Background Established in 1966 in MO - The foundation was established in the mid-1960s by Kansas City entrepreneur, baseball team owner, and philanthropist Ewing Marion Kauffman. Ewing Kauffman's personal wealth provided the asset base for the foundation during his lifetime. The foundation has an asset base of over $1.7 billion Program Areas (9) After-school and Summer Enrichment Programs Awards grants to nonprofit organizations that offer after-school and summer enrichment programs for Kansas City's underserved youth. An emphasis is placed on programs that serve students in the urban core, kindergarten through high school. These programs – offering a variety of tutoring, mentoring, and academic-enrichment activities beyond the normal school day – provide a channel of funding for projects typically considered to be outside the scope of the Foundation's work in education and entrepreneurship. Education The foundation focuses on: 1) Early Childhood Education; 2) Quality Schools; 3) Postsecondary Access and Completion; 4) Teachers and Leaders; 5) Innovation and Engagement. Entrepreneurship The foundation works twith entrepreneurs, empower them with tools and resources, and work to break down barriers that stand in the way of starting and growing their businesses. Ewing Marion Kauffman Prize Medal for Distinguished Research in Entrepreneurship The prize was established to inspire promising young scholars to contribute new insight into the field of entrepreneurship. The Medal, which includes a $50,000 prize, is awarded annually to one scholar under age 40 whose research has made a significant contribution to the literature in entrepreneurship. Ewing Marion Kauffman School The Ewing Marion Kauffman School’s mission can be summed up in three words: create college graduates. Founded in 2011 by the Ewing Marion Kauffman Foundation, this free, public charter school offers a rigorous college preparatory education. Adding one fifth grade class per year, by 2018 Kauffman School will serve more than 1,100 students grades five through twelve. The Kauffman School design is based on inspiring examples of charter schools throughout the country that are helping urban students achieve at very high academic levels in preparation for success beyond high school and throughout their lives. . Grants to Individuals Program Fellowships to Ph.D. students who are completing a dissertation relating to entrepreneurship. Awards also for research in entrepreneurship. Junior Faculty Fellowship in Entrepreneurship Research The Kauffman Foundation will award up to five Junior Faculty Fellowship grants to junior faculty members whose research has the potential to make significant contributions to the body of literature about entrepreneurship. Each fellow's university will receive a grant of $35,000 over two years to support the research activities of the fellow. Nominees must be tenured or tenure-track junior faculty members at accredited U.S. institutions of higher education who received a Ph.D. or equivalent doctoral degree. Kauffman Fellowship Purpose and Activities


26 Matching Grants Funding Source Report See who can introduce you to someone at Ewing Marion Kauffman Foundation Gifts Received: $0 Expenditures: $124,744,417 Qualifying Distributions: $111,260,449 Giving Activities include: $74,463,759 for grants Based on similar patterns of giving (subject area, geographic area served and grant amounts) Anheuser-Busch FoundationMilwaukee, WI-Education, Animals/Wildlife, Community Development, Health, Arts and Culture William T. Kemper Charitable TrustKansas City, MOArts and Culture, Education, Community Development, Safety/Disasters, International/Foreign Affairs The Deramus Foundation Inc.Overland Park, KS-Agriculture/Food, Education, Community Development, Health, Arts and Culture Open Society InstituteNew York City, NY-Civil/Human Rights, Employment, Education, Agriculture/Food, Medical Research The Isabel FoundationFlint, MI-Health, Education, Human Services, International/Foreign Affairs, Community Development The PepsiCo Foundation, Inc.Purchase, NY-Education, Animals/Wildlife, Community Development, Health, Recreation To receive a copy of the foundation's Guidelines for Grantseekers brochure, visit foundation's web site or send a request via e-mail or by mail Application form not required. Applicants should submit the following: 1. Explanation of why grantmaker is considered an appropriate donor for project 2. Statement of problem project will address 3. Results expected from proposed grant 4. Timetable for implementation and evaluation of project 5. Detailed description of project and amount of funding requested Initial Approach: Letter of inquiry, less than 3 pages Board meeting date(s): Mar., June, Sept., and Dec. Deadline(s): None Final notification: As soon as possible GIVING LIMITATIONS Giving limited to the U.S., with emphasis on the bi-state metropolitan Kansas City area (KS/MO) for K-12 education initiatives focused on math and science. No support for international programs, political, social, fraternal, or arts organizations, and capital campaigns or construction projects. No grants for fund endowments, or for special events. The fellowship is a two-year program dedicated exclusively to the world of innovation investing. While working full-time at an investment organization (including venture, angel, accelerators, policy, corporate, and impact), fellows receive a structured curriculum with an individual development plan, executive coaching, facilitated mentoring, and peer learning and networking – all with a focus on giving back and on one’s responsibility as an emerging leader in the industry. Fellows are selected from two pools of candidates: those who are looking to enter the venture capital industry (who apply via the Finalist selection process), and those who are currently employed in the industry (who apply via the Affiliate selection process). Both groups complete an online application, provide professional references, and go through an interview process. Tuition for the 24-month program is $72,500, payable by the sponsoring firm at program orientation. The program receives several hundred applications each year and selects approximately 35 individuals for each class. See foundation web site for a list of some of the participating global venture firms, detailed information on the program and detailed information on each application process. Scholarship Program: Kauffman Scholars We believe every child should receive a high-quality education, regardless of race or income. We're about what works for kids and what they need to succeed. We work with communities in Kansas City, investing in quality programs that support student success from pre-kindergarten through college. Our work aims to provide young people the education required to pursue their dreams and become successful, productive citizens in Kansas City and beyond." For KC Scholars, their goal is to serve at least 2,500 students over the course of 10 years with a total of $79 million. Ultimately, they're aiming for a 75% graduation rate among their students. Average scholarship: $5,000-$10,000 What Program Covers: Tuition or other educational expenses Degree Program: Undergraduate Degree Geographic Scope of Student: Students and professionals in the KC area Host Countries: USA Population Served: Low to middle income residents of KC area Program Model: Community participation; region-based Additional Information: 1) https://www.kauffman.org/what-wedo/education 2) http://www.kcscholars.org/wp-content/uploads/2017/11/KCS.Report1.Exec_.Summary.pdf 3)http://www.kcscholars.org/wpcontent/uploads/2018/04/Key-Points-2018-Award-Recipients.pdf 4) . Financials Who's Who Applications/RFPs Other Funders to Consider FOR FISCAL YEAR ENDED 2017-12-31 $2,430,928,764$74,463,759 TOTAL ASSETSTOTAL GIVING Officers and Trustees (17) Staff (18)


Matching Grants Funding Source Report 27 EIN436064859 BRIDGE NUMBER4744606580 PUBLICATIONS Application guidelines Annual report Financial statement Grants list Newsletter MEMBERSHIPS Affinity Groups Grantmakers for Education Note: If a donor is deceased, the symbol (‡ Ewing M. Kauffman‡ Janice KreamerChair. and Trustee Wendy GuilliesC.E.O. and Pres. Dane StanglerV.P., Research and Policy Thom RuheV.P., Entrepreneurship Aaron NorthV.P., Education Kristin BechardV.P., Finance and Admin. Mary McLeanC.I.O. John E. Tyler, IIIGenl. Counsel Jeannine Strandjord Julia Irene Kauffman Barbara Mowry Benno C. Schmidt, Jr. Michael Schultz John Sherman Michael Stolper Earl Martin Phalen Hillary BeuschelSr. Prog. Off., Entrepreneurship ) follows the name. Independent foundation LOCATION 4801 Rockhill Rd. Kansas City, MO United States 64110-2046 ADDITIONAL LOCATION INFORMATION County: Jackson Metropolitan area: Kansas City, MO-KS Congressional district: Missouri District 05 Jennifer AnzaloneDir., HR Rebecca HaessigDir., Education Initiatives Gloria Jackson-LeathersDir., Kansas City Civic Engagement Lisa MurrayDir., Investments E.J. ReedyDir., Research and Policy Corey ScholesDir., Education Robert Strom, Ph.DDir., Research and Policy Wendy TorranceDir., Entrepreneurship Debbie McKownGrant Coord. Dominique PahudDir., Research and Policy Barbara PruittDir., Comms. William Weeks, IVDir., Knowledge Engineering in Investments Evan AbsherProg. Off., Entrepreneurship Lara ArnoldResearch Coord., Entrepreneurship Lynn BainterMgr., HR Katie BakerEvents and Sponsorships Mgr., Comms. Loni BankaExec. Asst., Comms. Kate BeebeSr. Analyst, Finance CONTACT INFORMATION Contact: Barbara Pruitt, Dir., Comms. Telephone: (816) 932-1000 Fax: (816) 932-1100 E-mail: [email protected] URL: www.kauffman.org Donors (1) Ewing Marion Kauffman Foundation


28 Matching Grants Funding Source Report Gladys and Roland Harriman Foundation New York City, NY, United States | (212) 493-8185 About Financials Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES ORGANIZATION TYPES Application form not required. Applicants should submit the following: 1. Detailed description of project and amount of funding requested 2. Copy of IRS Determination Letter 3. Brief history of organization and description of its mission Initial Approach: Letter Copies of proposal: 1 Board meeting date(s): May and Nov. Deadline(s): Oct. 1 Final notification: 1 month GIVING LIMITATIONS Giving on a national basis. No grants to individuals. Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Abner Rosen Foundation, Inc.New York City, NY-Education, Community Development, Arts and Culture, Environment, Medical Research The Altus One Fund, Inc.New York City, NY-Health, Education, Community Development, Arts and Culture, Animals/Wildlife The Chilton FoundationStamford, CT-Community Development, Arts and Culture, Education, Environment, Health The Thompson Family Foundation, Inc.New York City, NY-Arts and Culture, Health, Education, Community Development, Recreation The Zegar Family FoundationNew York City, NY-Education, Health, Arts and Culture, Community Development, Philanthropy/Voluntarism The Rice Family FoundationBedford, NY-Education, Arts and Culture, Environment, Health, Community Development Child welfare, Communication media, Community recreation, Diseases and conditions, Education, Education services, Elementary and secondary education, Health, Higher education, Hospital care, Human services, In-patient medical care, Museums, Natural resources, Performing arts, Youth development National, New York, Canada, Idaho, Maine Academics, Children and youth, Economically disadvantaged people, Low-income people, Students Annual campaigns, Capital campaigns, Endowments, General support Employee matching gifts, Matching grants Associations Giving primarily for education; support also for youth and social service agencies, arts and cultural organizations, and health agencies and hospitals. Established in 1966 in NY - Founded by the late Roland and Gladys Harriman. Roland Harriman was a co-founder of the banking firm Harriman Brothers, which merged with Brown Brothers & Co. to form Brown Brothers Harriman & Co. Program Area Matching Gift Program The foundation matches directors' gifts to qualified organizations. Purpose and Activities Background


Matching Grants Funding Source Report 29 FOR FISCAL YEAR ENDED 2017-12-31 $138,854,922$7,445,226 TOTAL ASSETSTOTAL GIVING Gifts Received: N/A Expenditures: $9,031,215 Qualifying Distributions: $7,755,326 Giving Activities include: $7,445,226 for grants See who can introduce you to someone at Gladys and Roland Harriman Foundation Officers (11)Donors (2) Elbridge T. Gerry Jr CPRESIDENT/DIRECTORNote: If a donor is deceased, the symbol (‡) follows the name. Thomas F. DixonCHAIRMAN/DIRECTORRoland Harriman‡ Anna T. KorniczkyTREASURERGladys Harriman‡ Barbara O'ConnellSECRETARY. Hillary A. DixonDIRECTOR Marjorie Northrop FriedmanDIRECTOR Wilhelm E. NorthropDIRECTOR Anthony T. EndersDIRECTOR Elbridge T. Gerry, IIIVP/DIRECTOR William B. TyreeDIRECTOR Adam H. DixonDIRECTOR Gladys and Roland Harriman FoundationIndependent foundation EIN510193915 LOCATIONCONTACT INFORMATION BRIDGE NUMBER1331244678140 Broadway, 11th Fl.Telephone: (212) 493-8185 New York City, NY United States 10005-1108 ADDITIONAL LOCATION INFORMATION County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 10 Who's Who


30 Matching Grants Funding Source Report Henry W. Bull Foundation San Francisco, CA, United States | 805-564-6211 About Financials Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES ORGANIZATION TYPES FOR FISCAL YEAR ENDED 2017-12-31 $10,017,812$436,000 TOTAL ASSETSTOTAL GIVING Gifts Received: N/A Expenditures: $483,864 Qualifying Distributions: $446,842 Giving Activities include: $436,000 for grants Application form required. Applicants should submit the following: 1. Copy of IRS Determination Letter 2. Name, address and phone number of organization 3. Detailed description of project and amount of funding requested Initial Approach: Letter Copies of proposal: 1 Board meeting date(s): 2 times per year Deadline(s): Apr. 1 and Sept. 1 GIVING LIMITATIONS Giving on a national basis. No grants to individuals or private foundations. Giving primarily for the arts, education and health and human services. Trust established in 1960 in CA - The foundation was established by Maud Bull in memory of her husband, Henry W. Bull Based on similar patterns of giving (subject area, geographic area served and grant amounts) Brotman Foundation of CaliforniaLos Angeles, CA-Community Development, Health, Arts and Culture, Education, Employment Sidney Stern Memorial TrustPacific Palisades, CA-Community Development, Health, Education, Arts and Culture, Environment Eileen Harris Norton FoundationLos Angeles, CA-Arts and Culture, Community Development, Health, Education, Recreation The Lewis Greenwood FoundationNewbury Park, CA-Community Development, Arts and Culture, Health, Education, Philanthropy/Voluntarism Ethel Frends Charitable FoundationDallas, TX-Environment, Community Development, Employment, Health, Medical Research George C. Karlson FoundationNew York City, NY-Community Development, Agriculture/Food, Education, Environment, Employment Arts and culture, Christianity, Diseases and conditions, Domesticated animals, Education, Family services, Health, Higher education, Human services, Legal services, Music, Performing arts, Rehabilitation, Shelter and residential care, Special population support, Youth development National, Texas, Kenya, California Children and youth, Economically disadvantaged people, Low-income people Annual campaigns, Capital and infrastructure, Capital campaigns, Continuing support, Equipment, General support, Program support, Research Matching grants Associations Purpose and Activities Background


Matching Grants Funding Source Report 31 Who's Who See who can introduce you to someone at Henry W. Bull Foundation Officers (2)Donors (1) Mufg Union Bank N.A.CO-TRUSTEENote: If a donor is deceased, the symbol (‡) follows the name. Roy G. GaskinCO-TRUSTEEMaud L. Bull‡ Henry W. Bull FoundationFamily foundation EIN956062058 LOCATIONCONTACT INFORMATION BRIDGE NUMBER4613564631P.O. Box 45174Telephone: 805-564-6211 PUBLICATIONSSan Francisco, CA United States 94145-0174ADDITIONAL CONTACT INFORMATION Application guidelines ADDITIONAL LOCATION INFORMATIONApplication address: c/o Janice Gibbons, Union County: San FranciscoBank, 1021 Anacapa St., Santa Barbara, CA Metropolitan area: San Francisco-Oakland-93101 Tel: (805) 564-6211 Hayward, CA Congressional district: California District 12


32 Matching Grants Funding Source Report Institute of Turkish Studies Washington, DC, United States | www.turkishstudies.org | (202) 687-0292 | [email protected] About Financials Who's Who Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES FOR FISCAL YEAR ENDED 2018-09-30 $324,946$74,547 TOTAL ASSETSTOTAL GIVING GIVING LIMITATIONS Application form required. Initial Approach: Proposal Copies of proposal: 4 Board meeting date(s): 1st week in May Deadline(s): Mar. 12 Final notification: May See who can introduce you to someone at Institute of Turkish Studies Giving on a national basis. Gifts Received: $57,166 Expenditures: $269,523 Qualifying Distributions: $218,474 Giving Activities include: $74,547 for grants Grant awards to the academic community of U.S. specialists in the field of Turkish studies; support includes awards to individual scholars and to institutions for the humanities and social sciences. BackgroundProgram Area Established in 1982Grants to Individuals Program Grants to the academic community of U.S. specialists in the field of Turkish studies. Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Brunswick Foundation, Inc.Lake Forest, IL-Education, Health, Community Development, Mental Health/Crisis Services, Animals/Wildlife The John C. Kulis Charitable FoundationChicago, IL-Education, Human Services, Community Development, Arts and Culture, Philanthropy/Voluntarism The Everett & Doris Bernardo Family FoundationElgin, IL-Education, Medical Research The Colonel Henry Crown Scholarship FundChicago, IL-Education, Community Development Maurice Harling Charitable TrustPhiladelphia, PA-Education, Employment, Community Development Cribb f/b/o CharityJacksonville, FL-Education, Health Academic libraries, Arts and culture, Communication media, Education, Higher education, Information and Communications, Libraries, Publishing National, International, Turkey, Ohio, California, Florida, Washington, Illinois, Wisconsin, Georgia (U.S. state), Pennsylvania Academics Convening, Curriculum development, Fellowships, General support, Presentations and productions, Program support, Publications, Research, Scholarships, Seed money, Student aid Grants to individuals, Matching grants Officers (13) Purpose and Activities Donors (6)


Matching Grants Funding Source Report 33 Amb Ross Wilson RetiredCHAIRMANNote: If a donor is deceased, the symbol (‡) follows the name. Prof. Sinan CiddiEXECUTIVE DIRECTORAdnan Akant Prof. Edward EricksonTREASURERAdnan Akant Prof. Walter DennyMEMBERGeorgetown University Prof. Sibel ErolMEMBERInstitute of Turkish Studies Trust Dr. Steven CookMEMBERJenny White Sylvia OnderMEMBERWalter Denny Angela E StentMEMBER Prof. Jenny WhiteMEMBER Dr. Adnan AkantMEMBER Prof. Birol YesiladaMEMBER Amb James JeffreyMEMBER Dr. Kent SchullMEMBER Institute of Turkish StudiesIndependent foundation EIN521294029 LOCATIONCONTACT INFORMATION BRIDGE NUMBER1794959025 3300 Whitehaven Street Nw No 3100Telephone: (202) 687-0292 PUBLICATIONSWashington, DC United States 20007Fax: (202) 687-3780 Application guidelinesADDITIONAL LOCATION INFORMATIONE-mail: [email protected] Grants listCounty: District of ColumbiaURL: www.turkishstudies.org Informational brochureMetropolitan area: Washington-ArlingtonMulti-year reportAlexandria, DC-VA-MD-WV Congressional district: District of Columbia District At-large


34 Matching Grants Funding Source Report International Retinal Research Foundation, Inc. Birmingham, AL, United States | www.irrfonline.org | (205) 325-8103 | [email protected] About Financials Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES FOR FISCAL YEAR ENDED 2017-12-31 Gifts Received: $4,097 Based on similar patterns of giving (subject area, geographic area served and grant amounts) Gustavus and Louise Pfeiffer Research FoundationShort Hills, NJ-Education, Health, Safety/Disasters, Environment, Philanthropy/Voluntarism Oberkotter FoundationPhiladelphia, PA-Education, Health, Community Development, Arts and Culture, Philanthropy/Voluntarism Dr. W.H. Turner and Sara Elizabeth Turner Medical TrustBirmingham, AL-Education, Health AO North America, Inc.Paoli, PA-Education, Health, Mental Health/Crisis Services The Malone Family FoundationEnglewood, CO-Education, Mental Health/Crisis Services, Agriculture/Food, Community Development, Environment Evalyn Lindahl FoundationOrlando, FL-Education, Health Applications sent by e-mail are not accepted Application form required. Initial Approach: Download application form from foundation web site, or telephone requesting it Copies of proposal: 2 Board meeting date(s): Mar., May, Aug., and Nov. Deadline(s): May 1 (for regular grants); Mar. 1 (for Postdoctoral Scholar nominations) Additional information: Applicants receive a limit of $100,000 for one year. GIVING LIMITATIONS Giving on a national and international basis. No support for capital building programs. No grants to individuals, or for building construction, or salary of the Principal Investigator except when matching funds are committed from another funding agency. The foundation supports scientific research on the diseases of the human eye, especially its center, the macula, and peripheral retinal research that ultimately will accelerate the outcome of discovery. Specific consideration will be given to those scientists who are actively working toward discovering the causes, preventions, and cures of macular degeneration and diabetic retinopathy. Limited funding is available for postdoctoral training in the area of vision research and for educational and scientific exchange. Background Established in 1997 in AL Program Area Grants to Individuals Program Grants to support research on the diseases of the human eye, especially the macula. Specific consideration will be given to those scientists who are actively working toward discovering the causes, preventions, and cures of macular degeneration and diabetic retinopathy. Diseases and conditions, Education, Eye diseases, Graduate and professional education, Health, Higher education, In-patient medical care, Medical specialties, Special population support, University education National, Netherlands, Ohio, Illinois, Australia, Alabama, New York, Kentucky, Tennessee, Brazil, Massachusetts Academics, People with disabilities, People with vision impairments, Researchers Convening, Equipment, Fellowships, Research, Research and evaluation Matching grants $31,050,762 Purpose and Activities $1,564,479


Matching Grants Funding Source Report 35 TOTAL ASSETS TOTAL GIVING EIN721342841 BRIDGE NUMBER0404740441 PUBLICATIONS Application guidelines Grants list Informational brochure Newsletter MEMBERSHIPS Affinity Groups BoardSource Expenditures: $1,966,858 Qualifying Distributions: $1,714,239 Giving Activities include: $1,564,479 for grants See who can introduce you to someone at International Retinal Research Foundation, Inc. Officers (6)Staff (1) Michael A Callahan, MDPRESIDENTCharlotte Bowers V Hugo Marx, IIITREASURERASST DIRECTOR Paul Sternberg, Jr., MDSECRETARY John S Parker, MDVICE PRESIDENT Sandra BlackwoodEXECUTIVE DIRECTOR Larry A Donoso Md Phd, J.D.DIRECTOR International Retinal Research Foundation, Inc.Independent foundation LOCATION 1720 University Blvd., Ste. 124 Birmingham, AL United States 35233-1816 ADDITIONAL LOCATION INFORMATION County: Jefferson Metropolitan area: Birmingham-Hoover, AL Congressional district: Alabama District 07 CONTACT INFORMATION Telephone: (205) 325-8103 Fax: (205) 325-8394 E-mail: [email protected] URL: www.irrfonline.org Who's Who


36 Matching Grants Funding Source Report Ittleson Foundation, Inc. New York City, NY, United States | www.ittlesonfoundation.org | (516) 508-9623 About Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES Application guidelines available on foundation web site Application form not required. Applicants should submit the following: Based on similar patterns of giving (subject area, geographic area served and grant amounts) Andrew Sabin Family FoundationEast Hampton, NY-Environment, Health, Education, Arts and Culture, Community Development The Neuwirth Foundation, Inc.Great Neck, NY-Health, Mental Health/Crisis Services, Arts and Culture, International/Foreign Affairs, Education Abraham Fuchsberg Family Foundation, Inc.New York City, NY-Health, Employment, Arts and Culture, Community Development, Civil/Human Rights The Sulzberger Foundation, Inc.New York City, NY-Arts and Culture, Education, Health, Environment, Community Development The Ettinger Foundation, Inc.Wilmington, DE-Health, Environment, Education, Arts and Culture, Community Development Roxiticus FoundationChatham, NJ-Environment, Education, Arts and Culture, Health, Community Development Biodiversity, Community recreation, Diseases and conditions, Education, Family services, Forestry, Historical activities, HIV/AIDS, Mental health care, Museums, Natural resources, Performing arts, Philanthropy National, Massachusetts, Vermont, Colorado, Minnesota, South Carolina, New York Children and youth, Economically disadvantaged people, Low-income people, People with diseases and illnesses, People with HIV/AIDS General support, Network-building and collaboration, Pilot programs, Program support, Publications, Research, Research and evaluation, Seed money, Technical assistance Matching grants The foundation provides seed money for start-up programs and pilot and demonstration projects with a plan for national dissemination in the areas of AIDS and mental health. Background Trust established in 1932 in NY Program Areas (3) AIDS The program retains its commitment to supporting cutting-edge prevention efforts and is also interested in innovative pilot, model and demonstration initiatives in: 1) addressing the needs of underserved at-risk populations, and especially those programs recognizing the overlap between such populations, 2) responding to the challenges facing community-based AIDS service organizations and those organizations addressing systemic change, 3) providing meaningful school-based sex education, 4) making treatment information accessible, and 5) addressing the psycho-social needs of those infected with and affected by AIDS. Environment The program supports innovative pilot, model and demonstration projects that will help move individuals, communities, and organizations from environmental awareness to environmental activism by changing attitudes and behaviors. The program particularly seeks projects involved in: 1) supporting the present generation of environmental activists, whether professionals or volunteers through education, training and other activities, 2) educating and engaging the next generation of environmentalists with a special interest in supporting the training of those who are teaching that generation, 3) strengthening the infrastructure of the environmental movement with a particular focus on efforts at the grassroots and statewide levels, and 4) activating new constituencies, particularly those focused on environmental equity issues. Mental Health In addition to the program's historic commitment to addressing the needs of underserved populations, it is particularly interested in innovative pilot, model and demonstration projects that are: 1) fighting the stigma associated with mental illness and working to change the public's negative perception of people who have mental illness; 2) utilizing new knowledge and current technological advances to improve programs and services for people who have mental illness; 3) bringing the full benefits of this new knowledge and technology to those who presently do not have access to them; and 4) advancing preventative mental health efforts, especially those targeted to youth and adolescents, with a special focus on strategies that involve parents, teachers, and others in close contact with these populations. Purpose and Activities


Matching Grants Funding Source Report 37 Gifts Received: $25,000 Expenditures: $866,311 Qualifying Distributions: $844,676 Giving Activities include: $336,999 for grants See who can introduce you to someone at Ittleson Foundation, Inc. Officers (9)Staff (1) H Anthony IttlesonCHAIRMAN & PRESIDENTReen M Bracken - C/0 Ittleson Fd Pamela L SyrmisVICE PRESIDENT Victor TalbotDIRECTORDonors (1) Philip IttlesonDIRECTORNote: If a donor is deceased, the symbol (‡) follows the name. Christina Ittleson SmithDIRECTORCtc/Mycfo Anthony C WoodSECRETARY/EXECUTIVE DIRECTOR Henry Davison, IITREASURER Stephanie IttlesonDIRECTOR Andrew AuchinclossDIRECTOR Ittleson Foundation, Inc.Family foundation EIN510172757 LOCATIONCONTACT INFORMATION BRIDGE NUMBER5500069956 15 E. 67th St., 5th Fl.Telephone: (516) 508-9623 PUBLICATIONSNew York City, NY United States 10065Fax: (212) 794-0351 Annual report (including application guidelines)ADDITIONAL LOCATION INFORMATIONURL: www.ittlesonfoundation.org County: New York Metropolitan area: New York-Newark-Jersey City, NY-NJ-PA Congressional district: New York District 12 MEMBERSHIPS Affinity Groups Funders Concerned About AIDSNational Committee for Responsive Philanthropy Associations and Other Philanthropic Organizations Funders Concerned About AIDS 1. Copy of current year's organizational budget and/or project budget 2. Copy of IRS Determination Letter 3. Detailed description of project and amount of funding requested Initial Approach: Letter of inquiry Copies of proposal: 1 Board meeting date(s): Annually Deadline(s): Sept. 1 Final notification: 3 weeks to 3 months GIVING LIMITATIONS Giving on a national basis. No support for the humanities or cultural projects, general education, social service agencies offering direct service to people in local communities, or projects or organizations that are international in scope or purpose. No grants to individuals, or for continuing support, scholarships, fellowships, internships, annual or capital campaigns, travel, emergency or endowment funds, biomedical research, or deficit financing; no loans. FOR FISCAL YEAR ENDED 2017-12-31 $13,133,213$336,999 TOTAL ASSETSTOTAL GIVING Financials Who's Who


38 Matching Grants Funding Source Report J.Paul Getty Trust Los Angeles, CA, United States | www.getty.edu | (310) 440-6040 | [email protected] About Funding Interests SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES Architecture, Art conservation, Art history, Arts and culture, Arts education, Arts services, Communication media, Community and economic development, Cultural awareness, Economic development, Education, Education services, Elementary and secondary education, Employment, Higher education, Historic preservation, Historical activities, Human services, Humanities, Job training, Libraries, Museums, Performing arts, Visual arts National, California, France, Germany, United Kingdom, Italy Academics, Children and youth, Ethnic and racial groups, Students Fellowships, Internships, Program support, Publications, Research, Research and evaluation Employee matching gifts, Grants to individuals, Matching grants The grant making arm of the J. Paul Getty Trust, the Getty Foundation, supports individuals and institutions committed to advancing the understanding and preservation of the visual arts locally and throughout the world. The majority of its funding is through initiatives that target a particular issue or region, and that are carried out in collaboration with the other Getty programs–the J. Paul Getty Museum, the Getty Research Institute, and the Getty Conservation Institute. The foundation focuses on the following four broad areas: Access to Museum and Archival Collections, Art History as a Global Discipline, Advancing Conservation Practice, and Leadership and Professional Development. Background Operating trust established in 1953 in CA as J. Paul Getty Museum; Grant Program established in 1984 - Founded by J. Paul Getty, who was the founder of the Getty Oil Company, and who viewed art as a civilizing influence in society and strongly believed in making art available to the public for its education and enjoyment. He opened the J. Paul Getty Museum to the public in 1954. This small museum, established in his ranch house in Malibu, housed collections of Greek and Roman antiquities, 18th-century French furniture, and European paintings. Fascinated with the ancient world of the Mediterranean, he later built a Roman-style villa, modeled after the Villa dei Papiri of the first century A.D. When most of Mr. Getty's personal estate passed to the Trust in 1982, the Trustees sought to make a greater contribution to the visual arts through an expanded museum as well as a range of new programs. The Getty Conservation Institute, the Getty Research Institute, and the Grant Program were founded in the 1980s. The Getty Center opened in 1997 and the Getty Villa in Malibu, the original location of the J. Paul Getty Museum, reopened in early 2006 with a new mission as an educational center and museum dedicated to the arts and cultures of ancient Greece, Rome, and Etruria. The J. Paul Getty Trust, which is a private operating foundation, continues Mr. Getty's vision, supported by directions from his will, which calls for "the diffusion of artistic and general knowledge." As one of the largest supporters of arts in the world, the J. Paul Getty Trust is an international, cultural, and philanthropic institution that focuses on the visual arts in all their dimensions. The Getty serves both the general public and a wide range of professional communities in Los Angeles and throughout the world through the work of the four Getty programs—the Museum, Research Institute, Conservation Institute, and the Getty Foundation. The Getty is based in Los Angeles, California, and welcomes nearly 1.8 million visitors each year to its two locations, the Getty Center in Los Angeles and the Getty Villa in Malibu. J. Paul Getty Trust is a private operating foundation and most of its qualifying distributions are paid out for administration of operating programs and not for grants. Total giving includes only grants and grant-related expenses as reported Program Areas (13) Access to Museum Collections The foundation provides grants that increase access to significant museum and archival collections, with an emphasis on digital access and on projects that involve collaboration among multiple institutions. Current initiatives are Pacific Standard Time Presents: Modern Architecture in L.A.; Pacific Standard Time: L.A./L.A.; and the Online Scholarly Catalogue Initiative. Advancing Conservation Practice The foundation promotes the interdisciplinary practice of conservation by supporting projects that foster collaboration between conservators, art historians, conservation scientists, and other heritage professionals. Current initiatives are Panel Paintings and MOSAIKON. Art History as a Global Discipline The foundation aims to strengthen art historical scholarship and to provide opportunities for sustained international exchange among scholars. Current initiatives include Connecting Art Histories. Conservation Guest Scholars Supports new ideas and perspectives in the field of conservation, this program provides an opportunity for professionals to pursue scholarly research in an interdisciplinary manner across traditional boundaries in areas of wide general interest to the international conservation community. Grants are for established conservators, scientists, and professionals who have attained distinction in conservation and allied fields. Conservation Guest Scholars are in residence at the Getty Center for three to nine consecutive months. A monthly stipend of $3,500 is awarded. For complete application information and guidelines see web site. E-mail:[email protected]. Getty Scholar Grants Purpose and Activities


Matching Grants Funding Source Report 39 Based on similar patterns of giving (subject area, geographic area served and grant amounts) Ronald W. Burkle FoundationLos Angeles, CA-Education, Health, Community Development, Arts and Culture, International/Foreign Affairs Ubben FoundationGlencoe, IL-Education, Community Development, Arts and Culture, Health, Animals/Wildlife The DMK FoundationLos Angeles, CA-Education, Health, Community Development, Employment, Environment Diane and Dorothy Brooks FoundationLos Angeles, CA-Community Development, Education, Health, Arts and Culture, Philanthropy/Voluntarism Thomas & Dorothy Leavey FoundationLos Angeles, CA-Education, Community Development, Human Services, Health, Medical Research Gruber Family FoundationRoss, CA-Arts and Culture, Education, Community Development, Medical Research, Health Recipients are in residence at the Getty Research Institute, where they pursue their own projects free from academic obligations, make use of Getty collections, join their colleagues in a weekly meeting devoted to an annual theme, and participate in the intellectual life of the Getty. These grants are for established scholars, artists, or writers who have attained distinction in their fields. Applications are welcome from researchers of all nationalities who are working in the arts, humanities, or social sciences. A stipend of up to $65,000 per year will be awarded based on length of stay, need, and salary. For complete application information and guidelines see web site. E-mail:[email protected]. Graduate Interns The internships are offered in the four programs of the J. Paul Getty Trust—the J. Paul Getty Museum, the Getty Research Institute, the Getty Conservation Institute, and the Getty Foundation—to students who intend to pursue careers in fields related to the visual arts. Training and work experience are available in areas such as curatorial, education, conservation, research, information management, public programs, and grantmaking. Applicants must be either students currently enrolled in a graduate program leading to an advanced degree in a field relevant to the internship(s) for which they are applying, or individuals who have completed a relevant graduate degree on or after Jan. 1, 2011, with postgraduate activities in their field, paid or unpaid. Internships are located at the Getty Center in Los Angeles or the Getty Villa in Malibu. All positions are full-time and grant amounts are $17,400 for eight months and $26,000 for twelve months. The grant includes health benefits, but housing and relocation funds are not provided. For complete application information and guidelines see web site. E-mail: [email protected]. Grants to Individuals Program Support to scholars in the art history field, and internships to undergraduate and graduate students interested in exploring career possibilities in the visual arts, museum professions, and art history. Leadership and Professional Development Recognizing that the continued vitality of the fields we serve depends on the quality of their leaders, the Getty Foundation funds professional development opportunities for individuals at various stages of their careers. Current grant programs are Multicultural Graduate Interns, Graduate Internships, Professional Development and Getty Leadership Institute. Library Research Grants Provides partial, short-term support for costs relating to travel and living expenses for scholars whose research requires use of specific collections housed in the Research Library at the Getty Research Institute. Grants are intended for scholars at any level who demonstrate a compelling need to use materials housed in the Research Library, and whose place of residence is more than eighty miles from the Getty Center. Library Research Grants range from $500 to $2,500. The research period may range from several days to a maximum of three months.For complete application information and guidelines see foundation web site. E-mail:[email protected]. Multicultural Undergraduate Getty Internships Internships provide stipends of $3,500 for ten-week summer internships at the Getty Center in Los Angeles and the Getty Villa in Malibu, California. The internships are full time. Health insurance, housing, and transportation are not provided. Students interested in internships at other organizations should refer to the list of available positions throughout Los Angeles County. For more information see web site. E-mail:[email protected] . Multicultural Undergraduate Interns The program has funded substantive, full-time summer work opportunities for students at Los Angeles-area museums and visual arts organizations. The internships are intended specifically for currently enrolled undergraduates and recent graduates residing or attending college in Los Angeles County who are members of groups currently underrepresented in museums and visual arts organizations. Eligible organizations must be a museum or visual arts organization located in Los Angeles County and a nonprofit as defined by section 501(c)(3) of the United States Internal Revenue Service Code. Eligible students must: 1) be of African American, Asian, Latino/Hispanic, Native American, or Pacific Islander descent; 2) currently enrolled undergraduates; 3) reside or attend college in Los Angeles County and be a United States citizen or permanent resident. The internships are full-time (40 hours/week) positions, each with a salary of $3,500. For complete application information and guidelines see web site. E-mail: [email protected]. Postdoctoral Fellowship in Conservation Science The fellowship is a two-year residence program at the Getty Center. Applications are welcome from scientists of all nationalities who are interested in pursuing a career in conservation science and have received a PhD in chemistry/physical science no earlier than 2008. A background in the humanities is helpful, and strong science working practices are essential. For complete application information and guidelines see web site. Email:[email protected]. Pre- and Postdoctoral Fellowships The fellowships provide support for emerging scholars to complete work on projects related to the Getty Research Institute's annual theme. Recipients are in residence at the Getty Research Institute, where they pursue research to complete their dissertations or to expand them for publication. Fellows make use of the Getty collections, join in a weekly meeting devoted to the annual theme, and participate in the intellectual life of the Getty. Applications are welcome from scholars of all nationalities. Predoctoral fellowship applicants must have advanced to candidacy by the time of the fellowship start date and should expect to complete their dissertations during the fellowship period. Postdoctoral fellowship applicants must not have received their degree earlier than 2008. Predoctoral Fellows are in residence from Sept. to June and receive a stipend of $25,000. Postdoctoral Fellows are in residence from September to June and receive a stipend of $30,000. For complete application information and guidelines see web site. E-mail:[email protected]. Applications/RFPs Other Funders to Consider


40 Matching Grants Funding Source Report MEMBERSHIPS Regional Associations of Grantmakers Southern California Grantmakers Affinity Groups Gifts Received: $17,413,644 Expenditures: $324,582,190 Qualifying Distributions: $394,169,331 Giving Activities include: $13,069,731 for grants See who can introduce you to someone at J. Paul Getty Trust Officers (23)Staff (5) Maria Hummer-TuttleChair, Board of TrusteesDeborah MarrowDIRECTOR, FOUNDATION Neil L RudenstineV. Chair, Board of TrusteesTimothy PottsDIRECTOR, GETTY MUS. James CunoTrustee, Pres. & CEOWolfgang GaehtgensDIRECTOR, RSCH INST. Megan B CherninTrusteeDavid HughesMANAGING DIR. PUB SE Bruce W DunlevieTrusteeTimothy P WhalenDIR, CONSERV. INST. Frances Daly FergussonTrustee Pamela J JoynerTrusteeDonors (1) Ronald S LauderTrusteeNote: If a donor is deceased, the symbol (‡) follows the name. Paul LeClercTrusteeJ. Paul Getty‡ David LeeTrustee Robert W LovelaceTrustee Thelma Melendez de Santa AnaTrustee Ronald P SpogliTrustee John J StudzinskiTrustee Steve AlgertMng. Dir & Asst Treas. Stephen W ClarkVP, Gen. Counsel, & Secretary Rich FagenVP, Chief Digital Officer Myron HartwigVP, Comm & Corp Relations William G HumphriesController Benjamin LiouMng Dir Eq & Bonds, Asst Treas Janet Feldstein McKillopVP, Development James M WilliamsVP, Treasurer & CIO Patricia WoodworthVP, CFO & COO J.Paul Getty TrustOperating foundation EIN951790021 LOCATIONCONTACT INFORMATION BRIDGE NUMBER58941239741200 GETTY CENTER DRIVETelephone: (310) 440-6040 PUBLICATIONSLos Angeles, CA United States 90049Fax: (310) 440-7703 Application guidelines ADDITIONAL LOCATION INFORMATIONE-mail: [email protected] Annual reportCounty: Los AngelesURL: www.getty.edu Grants listMetropolitan area: Los Angeles-Long BeachAnaheim, CA Congressional district: California District 34 The foundation maintains its commitment to increasing the understanding and preservation of the visual arts, both in Los Angeles and throughout the world. The foundation's four strategic priorities are: 1) access to museum and archival collections; 2) art history as a global discipline; 3) advancing conservation practice; and 4) leadership and professional development. Within these focus areas, current initiatives range from support for exhibitions about the development of avant-garde art in Southern California to the conservation of mosaics in the Mediterranean. The Getty Foundation also maintains support for long-standing leadership and professional development programs including internships and the Getty Leadership Institute. For additional information, guidelines and updates, or to review current initiatives and programs in detail, please visit the foundation's web site. Application form not required. Initial Approach: See web site for online applications. GIVING LIMITATIONS Giving on a national and international basis, with emphasis on Los Angeles and Southern CA. No grants for operating or endowment purposes, start-up, construction or maintenance of buildings, or acquisition of works of art. FOR FISCAL YEAR ENDED 2018-06-30 $13,229,039,289$13,069,731 TOTAL ASSETSTOTAL GIVING Financials Who's Who


Matching Grants Funding Source Report 41 Grantmakers in the Arts Technology Affinity Group Peak Grantmaking, Inc.


42 Matching Grants Funding Source Report James McKeen Cattell Fund Durham, NC, United States | www.cattell.duke.edu | 9196605739 About Financials Who's Who Applications/RFPs Funding Interests Other Funders to Consider GEOGRAPHIC FOCUS TRANSACTION TYPES FOR FISCAL YEAR ENDED 2017-12-31 $2,646,552$122,600 TOTAL ASSETSTOTAL GIVING See who can introduce you to someone at James McKeen Cattell Fund Governing Body (5) Dr. Christina L WilliamsSec, Treasurer Dr. Peter OrnsteinManaging Trustee Dr. Scott MaxwellTrustee Dr. Robert LevensonTrustee Dr. Marcia K JohnsonTrUSTEE National Grants to individuals, Matching grants Gifts Received: N/A Expenditures: $169,797 Qualifying Distributions: $130,207 Giving Activities include: $122,600 for grants Grants only given to supplement sabbatical allowances of tenured academic psychologists in universities. Note: If a donor is deceased, the symbol (‡ James McKeen Cattell‡ Application form required. Initial Approach: Letter Deadline(s): None GIVING LIMITATIONS Giving limited to the U.S. No grants for scholarships of any kind, building or endowment funds, operating budgets, special projects, or fringe benefits. Based on similar patterns of giving (subject area, geographic area served and grant amounts) Richard King Mellon FoundationPittsburgh, PA-Recreation, Environment, Community Development, Arts and Culture, Education McCune FoundationPittsburgh, PA-Recreation, Arts and Culture, Community Development, Education, Health The 25th Century FoundationCharlotte, NC-Arts and Culture, Education, Health, Community Development, Environment The William Penn FoundationPhiladelphia, PA-Arts and Culture, Recreation, Environment, Education, Community Development William B. Dietrich FoundationPhiladelphia, PA-Arts and Culture, Environment, Education, Recreation, Community Development The Hamer FoundationState College, PA-Environment, Animals/Wildlife, Education, Philanthropy/Voluntarism, Health ) follows the name. Trust established in 1942 in NY Program Areas (2) Grants to Individuals Program Grants to supplement sabbatical allowances for psychologists teaching at universities in the U.S. and Canada. James McKeen Cattell Fund Fellowships The fellowship provides funds to supplement the regular sabbatical allowance provided by the recipient's home institutions. The maximum award is limited to the lesser of half the recipient's salary for the academic year, an amount less than half salary that will bring the total of the university allowance plus the award up to the individual's normal academic year salary or a ceiling of $37,500. The awards are available to psychologists who are faculty members at colleges and universities in the U.S. and Canada, and are eligible, according to the regulations of their own institutions for a sabbatical leave or its equivalent. Purpose and Activities Donors (1) Background


Matching Grants Funding Source Report 43 James McKeen Cattell Fund EIN136129600 BRIDGE NUMBER0046367942 Independent foundation LOCATION P.O. Box 91050 Durham, NC United States 27708-0086 ADDITIONAL LOCATION INFORMATION County: Durham Metropolitan area: Durham-Chapel Hill, NC Congressional district: North Carolina District 01 CONTACT INFORMATION Telephone: 9196605739 URL: www.cattell.duke.edu


44 Matching Grants Funding Source Report John F. and Mary A. Geisse Foundation Chagrin Falls, OH, United States | 440-557-5078 About Financials Applications/RFPs Funding Interests Other Funders to Consider SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES FOR FISCAL YEAR ENDED 2017-12-31 $9,369,151$1,100,800 TOTAL ASSETSTOTAL GIVING GIVING LIMITATIONS Application form required. Initial Approach: 1-2-page letter Copies of proposal: 1 Board meeting date(s): As needed Deadline(s): None Gifts Received: N/A Expenditures: $1,208,174 Qualifying Distributions: $1,152,851 Giving to U.S. organizations that work internationally, in the developing world. No support for purely religious or environmental protection purposes, or for arts and culture. No grants or scholarships to individuals. Business and industry, Diseases and conditions, Economic development, Education services, Elementary and secondary education, Higher education, International development, Philanthropy, Public health, Special population support, Youth development National, International, Central America, Developing Countries, Nicaragua, Guatemala, California, Ohio, Uganda, Honduras, Texas Academics, Children and youth, Economically disadvantaged people, Low-income people, Students Annual campaigns, Continuing support, Equipment, Financial services, Financial sustainability, Fundraising, General support, Regranting Matching grants, Program-related investments Based on similar patterns of giving (subject area, geographic area served and grant amounts) Troesh Family FoundationHenderson, NV-Community Development, Human Services, Philanthropy/Voluntarism, Education, Health Skees Family FoundationWilmington, DE-Health, Philanthropy/Voluntarism, Community Development, Education, Safety/Disasters The Gareeb Family FoundationNewport Beach, CA-Health, Community Development, Philanthropy/Voluntarism, Education, Human Services Mashhoon Family FoundationVernon, CA-Education, Philanthropy/Voluntarism, Health, Recreation, Community Development The Milstein Family FoundationEncino, CA-Philanthropy/Voluntarism, Education, Human Services, Agriculture/Food, Health First Harvest FoundationSan Juan Capistrano, CA-Human Services, Education, Arts and Culture, Community Development, Philanthropy/Voluntarism Giving for economic development in the developing world, rural development, and water development. Established in 1969 in MO - Founded by John F. and Mary A. Geisse. The late John F. Geisse was the founder of The Wholesale Club, Inc. (now a division of WalMart Stores, Inc.) and of Venture Stores, Inc., formerly a division of May Department Stores, Inc., and he was also a co-founder of Target Stores. The foundation is funded exclusively by contributions from John F. and Mary A. Geisse. Program Area Program-Related Investment The foundation has made PRIs to encourage lending in underprivileged or underserved areas, to create a loan fund for Latin American microlending programs, and to capitalize a microcredit banks and funds. Purpose and Activities Background


Matching Grants Funding Source Report 45 Giving Activities include: $1,100,800 for grants See who can introduce you to someone at John F. and Mary A. Geisse Foundation Officers (2)Donors (2) Lawrence J. Geisse, MDTRUSTEENote: If a donor is deceased, the symbol (‡) follows the name. Timothy F. GeisseEXECUTIVE DIRECTOR/TRUSTEEJohn F. Geisse‡ Mary A. Geisse‡ John F. and Mary A. Geisse FoundationFamily foundation EIN237049780 LOCATIONCONTACT INFORMATION BRIDGE NUMBER365726108838050 Jackson Rd.Telephone: 440-557-5078 PUBLICATIONSChagrin Falls, OH United States 44022-2025 Informational brochure ADDITIONAL LOCATION INFORMATION Informational brochure (including applicationCounty: Cuyahoga guidelines)Metropolitan area: Cleveland-Elyria, OH Congressional district: Ohio District 14 Who's Who


46 Matching Grants Funding Source Report John Templeton Foundation West Conshohocken, PA, United States | www.templeton.org | (610) 941-2828 | [email protected] About Funding Interests SUBJECTS GEOGRAPHIC FOCUS POPULATION GROUPS SUPPORT STRATEGIES TRANSACTION TYPES Christianity, Communication media, Economic development, Economics, Education, Health, Higher education, Interdisciplinary studies, Leadership development, Museums, Physical and earth sciences, Public policy, Religion, Science, Social sciences, Theology, University education, Youth development National, Pennsylvania, California, Canada, District of Columbia, United Kingdom, Massachusetts, Illinois, New York Academics Conferences and exhibits, Curriculum development, Fellowships, Program support, Publications, Research, Research and evaluation Grants to individuals, Matching grants The John Templeton Foundation serves as a philanthropic catalyst for discoveries relating to the Big Questions of human purpose and ultimate reality. It supports research on subjects ranging from complexity, evolution, and infinity to creativity, forgiveness, love, and free will. It encourages civil, informed dialogue among scientists, philosophers, and theologians and between such experts and the public at large, for the purposes of definitional clarity and new insights. Its vision is derived from the late Sir John Templeton's optimism about the possibility of acquiring “new spiritual information” and from his commitment to rigorous scientific research and related scholarship. The foundation's motto, "How little we know, how eager to learn," exemplifies its support for open-minded inquiry and its hope for advancing human progress through breakthrough discoveries. Background Established in 1988 in TN - Founded by the late Sir John Marks Templeton, an investor who amassed millions in creating and trading on a global basis mutual funds through his Templeton Growth, Ltd. funds (now known as Franklin Templeton Investments). Program Areas (7) Character Development The program supports a broad range of programs, publications, and studies focused on the universal truths of character development, from childhood through young adulthood and beyond. The qualities of character emphasized by Sir John in the foundation’s charter include awe, creativity, curiosity, diligence, entrepreneurialism, forgiveness, future-mindedness, generosity, gratitude, honesty, humility, joy, love, purpose, reliability, and thrift. The program remains open to other possibilities for extending our activities in the area of character development, especially projects that deal with the crucial relationship between culture (as expressed in beliefs, values, and worldview) and behavior. As Sir John emphasized in the "Laws of Life" that he saw as the key to character development, "When you rule your mind, you rule your world." . Exceptional Cognitive Talent and Genius The foundation has made a strong commitment to identifying and nurturing young people who demonstrate exceptional talent in mathematics and science. In the U.S., it has supported accelerated learning for students capable of working well beyond their grade level, and it has funded a number of important national studies of the issue. Internationally, the foundation has sponsored academic training and competitions for students who show extraordinary potential but whose talents might not otherwise be developed, especially because of their economic circumstances or insufficient educational support. Freedom and Enterprise For Sir John Templeton, wealth creation was no accident of history. Human societies could experience general prosperity, he believed, only when they recognized and established broad principles of freedom, competition, and personal responsibility. For him, individual freedom was the indispensable foundation of economic, social, and spiritual progress. As one of the most successful investors of modern times, Sir John understood the enormous contribution that free markets and entrepreneurship could make to material improvement. As a student of classical liberalism, from Adam Smith to Milton Friedman, he also saw that, without economic freedom, individual freedom was fragile and vulnerable. The foundation supports a range of programs intended to liberate the initiative of individuals and nations and to establish the necessary conditions for the success of profit-making enterprise . Genetics Research in genetics was a longstanding interest of Sir John Templeton, who saw the field’s extraordinary potential for explaining the deepest principles of life’s evolution and for providing large-scale, transformative breakthroughs in fields like medicine and agriculture. He was particularly interested in how major advances in genetics might serve to empower individuals, leading to spiritually beneficial social and cultural changes. The program is still in its early stages and is currently not accepting unsolicited proposals on genetics. . Grants to Individuals Program Research grants to scholars of psychology who hold a Ph.D. degree, and awards by nomination only to individuals who show extraordinary originality in advancing humankind's understanding of God. Science and the Big Questions Sir John Templeton stipulated that most of the foundation’s resources would be devoted to research about "the basic forces, concepts, and realities" governing the universe and humankind's place in the universe. These include a range of fundamental scientific notions, including complexity, emergence, evolution, infinity, and time. In the moral and spiritual sphere, it extends to such basic phenomena as altruism, creativity, free will, generosity, gratitude, Purpose and Activities


Matching Grants Funding Source Report 47 See who can introduce you to someone at John Templeton Foundation Gifts Received: $18,699,652 Expenditures: $182,280,915 Qualifying Distributions: $170,731,095 Giving Activities include: $151,822,648 for grants $2,423,597 for foundation-administered programs Based on similar patterns of giving (subject area, geographic area served and grant amounts) The Spencer FoundationChicago, IL-Education, Health Organizations, Arts and Culture, Mental Health/Crisis Services, Medical Research John S. and James L. Knight FoundationMiami, FL-Medical Research, Arts and Culture, Recreation, Education, Community Development Arcus FoundationNew York City, NY-Civil/Human Rights, Environment, Community Development, Human Services, Agriculture/Food Surdna Foundation, Inc.New York City, NY-Recreation, Environment, Community Development, Arts and Culture, Agriculture/Food The Henry Luce Foundation, Inc.New York City, NY-Education, Arts and Culture, Human Services, Health Organizations, Mental Health/Crisis Services The Wallace FoundationNew York City, NY-Education, Arts and Culture, Agriculture/Food, Animals/Wildlife, Community Development intellect, love, prayer, and purpose. These diverse, far-reaching topics define the boundaries of the ambitious agenda the foundation calls the Big Questions. The foundation has honored Sir John’s vision of the Big Questions by supporting a wide range of research projects, as well as other activities of a more practical or educational purpose, in the following areas: a) Mathematical and Physical Sciences: supporting innovative projects that focus on foundational questions in mathematics or that seek a deeper understanding of the nature of reality within the realm of physics, cosmology, astronomy, chemistry, or other physical sciences. Projects that are unlikely to be supported by conventional funding sources are especially encouraged; b) Life Sciences: supporting projects investigating the evolution and fundamental nature of life, human life, and mind, especially as they relate to issues of meaning and purpose. Projects are welcome from a variety of disciplinary perspectives, including the biological sciences, neuroscience, archeology, and paleontology; c) Human Sciences: supporting projects that apply the tools of anthropology, sociology, political science, and psychology to the various moral and spiritual concepts identified by Sir John Templeton. These include altruism, creativity, free will, generosity, gratitude, intellect, love, prayer, and purpose; d) Philosophy and Theology: supporting projects that attempt to develop new philosophical and theological insights, especially (but not only) in relation to advances in scientific understanding; and e) Science in Dialogue: supporting projects that bring one or more scientific disciplines into a mutually enriching discussion with theology and/or philosophy, whether for a scholarly audience or the public at large. . Templeton Prize The prize honors a living person who has made an exceptional contribution to affirming life's spiritual dimension, whether through insight, discovery, or practical works. It celebrates no particular faith tradition or notion of God, but rather the quest for progress in humanity's efforts to comprehend the many and diverse manifestations of the Divine. Men and women of any creed, profession, or national origin may be nominated. The qualities sought in a nominee include creativity and innovation, rigor and impact. The judges seek a substantial record of achievement that highlights or exemplifies one of the various ways in which human beings express their yearning for spiritual progress. Consideration is given to a nominee's work as a whole, not just during the year prior to selection. Nominations are especially encouraged in the fields of: 1) Research in the human sciences, life sciences, and physical sciences; 2) Scholarship in philosophy, theology, and other areas of the humanities; 3) Practice, including religious leadership, the creation of organizations that edify and inspire, and the development of new schools of thought; and 4) Commentary and journalism on matters of religion, virtue, character formation, and the flourishing of the human spirit. The prize is a monetary award in the amount of 1,000,000 sterling. For additional information contact: Judith Marchand, Dir., The Templeton Prize Office. The foundation has established a new online grantmaking process for its Core Funding and Funding Priorities areas. Grants to individuals are a tiny portion of its grant-making because the foundation focuses on making grants in its area of interest. The foundation will award a grant to an applicant, whether an individual or an organization, if the applicant establishes an ability to make a contribution in one of the foundation’s areas of interest. Generally, individual applicants must be associated with a 501 (c) (3) organization and the grant will be made to the organization. Full proposals will be accepted by invitation only. Application form required. Initial Approach: Submit online funding inquiry form Board meeting date(s): Varies Deadline(s): Deadlines for inquiries: Feb. 3 - Apr. 1 and Aug.1 - Oct. 1 Final notification: May 2 and Nov. 5 GIVING LIMITATIONS Giving on a national and international basis. No support for the development of new business ventures or the creation of for-profit companies. No grants for academic scholarships for individuals or groups, endowment funds, building funds, real estate holdings, capital campaigns, or artistic productions; no grants for the purchase of equipment, unless deemed a vital and necessary component of a larger research project falling within the foundation's funding purposes; and no grants for general operating support to universities, institutions, or organizations. Financials Who's Who Applications/RFPs Other Funders to Consider FOR FISCAL YEAR ENDED 2016-12-31 $2,913,455,637$151,822,648 TOTAL ASSETSTOTAL GIVING


48 Matching Grants Funding Source Report Officers and Trustees (21) Staff (29) Heather Templeton DillPres. and TrusteeKevin ArnoldProg. Off., Life Sciences and Genetics Michael J. MurrayExec. V.P., Progs.Helen CorrGrants Admin. Barnaby MarshSr. V.P., Management and Strategic InitiativesDaniel Austin GreenDir., Freedom and Free Enterprise Paul K. Wason, Ph.DV.P., Life Sciences and GeneticsJim PitofskyManaging Dir., Strategic Alliances Earl D. WhippleV.P., Comms. and Public AffairsJohn SeelDir., Cultural Comms. and Engagement Valerie K. MartinC.F.O.Felicia SmithDir., Chief HR Off. Jane M. Siebels, Ph.DChristopher StawskiDir. Strategic Prog. Initiatives Douglas W. ScottExec. V.P. and C.A.O.John ChurchillDir., Philosophy and Theology Dawn BryantExec. V.P. and General CounselDaniel DargProg. Off., Mathematical and Physical Sciences Kimon Howland Sargeant, Ph.DV.P., Human SciencesElizabeth A. O’NeilDir., Planning and Evaluation Harvey M. Templeton, IIISecy. and TrusteeNicholas J.S. GibsonProg. Off., Human Sciences Denis R. AlexanderSarah HertzogDir., Character Virtue Development Nidhal GuessoumStephen LepkowskiCont. Rory KnightChristopher LevenickDir., Academic Engagement Stephen G. PostPaul MullinDir., Prog. Opers. Eric PriestDrew Rick-MillerDir., Religious Engagement Jeffrey P. SchlossSusan WenteGrants Admin. John W. Schott, MDJohn C. WitcoskiDir., Info. Technology Josephine "Pina" TempletonAmy ProulxProg. Off., Individual Freedom & Free Markets Kimon H. Sargeant, Ph.DV.P., Human SciencesSarah Clement, Ph.DProg. Dir., Character Virtue Development Joanna AlmondDir., Special Meetings, Templeton PrizeRichard Bollinger, Ph.DProg. Off., Character Virtue Development Megan C. GrazianoSr. Prog. Assoc. Melissa ElgendyProg. Assoc., Life Sciences and Genetics Caitlin YounceProg. Assoc. Bevin Ashley Zauderer, Ph.DAssist. Dir., Mathematical and Physical Sciences Prog. Redmond BrubakerProg. Assoc., Mathematical and Physical Sciences Alexander Arnold, Ph.DProg. Off., Philosophy and Theology Kelsey MattsonProg. Assoc., Philosophy and Theology Jessica RussellEngagement Associate Donors (3) Note: If a donor is deceased, the symbol (‡) follows the name. Sir. John Marks Templeton‡ Templeton Religious Trust Templeton World Charity Foundation John Templeton FoundationFamily foundation EIN621322826 LOCATIONCONTACT INFORMATION BRIDGE NUMBER5570429778300 CONSHOHOCKEN STATE RDContact: Grant Admin. PUBLICATIONSWest Conshohocken, PA United States 00000Telephone: (610) 941-2828 Newsletter ADDITIONAL LOCATION INFORMATIONFax: (610) 825-1730 Annual reportCongressional district: Pennsylvania District 04E-mail: [email protected] Financial statementURL: www.templeton.org Informational brochure MEMBERSHIPS Regional Associations of Grantmakers Philanthropy Network Greater Philadelphia


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