the year in - Nina Mason Pulliam Charitable Trust

Transcription

motion
the year in
NINA MASON PULLIAM CHARITABLE TRUST
Annual Report 2014
TABLE OF CONTENTS
Annual Report 2014
1 Trustees Letter
3 President And CEO Letter
5 Animal Welfare Initiatives
7 Foster Youth Efforts
9 Nina Mason Pulliam Legacy Scholars
11 Financial Highlights
13 2014 Grants Overview
14 Helping People In Need Grants
22 Protecting Animals And Nature Grants
25 Enriching Community Life Grants
27 Nina Mason Pulliam
28Staff
Annual Report 2014
TRUSTEES LETTER
Moving to improve animal, human and community life
T
he year 2014 was a time of important forward motion for the Nina
Mason Pulliam Charitable Trust. We saw the development of new
approaches into target areas, including foster youth and animal welfare, and
the enhancement of programs developed over the last few years.
New Chief Executive Officer
We welcomed Gene D’Adamo as our new president and CEO, and he immediately brought a
fresh perspective to our work. Well-known in the Phoenix philanthropic community where
he is based, Gene began learning the nonprofit landscape in Indianapolis where he and his
wife Debbie have enthusiastically made a second home.
Ongoing projects seeing impact
Our major initiatives—animal welfare, foster children, and the Nina Scholars program—deal
with issues close to the heart of our late benefactress, Nina Mason Pulliam. The nonprofits
we funded made significant achievements in improving both animal and human lives:
•Animal welfare organizations in both communities, Phoenix and Indianapolis, forged
cooperative working relationships, resulting in more cats and dogs adopted into good
homes, fewer animals taken into the shelters, and more animals spayed or neutered.
More importantly, this led to thousands fewer animals being euthanized. All the numbers
point to a noticeable reduction in the pain and suffering of our beloved companion animals.
(See animal welfare results on Page 6.)
continued
(Clockwise from top) Carol Peden Schilling, Kent E. Agness and Lisa Shover Kackley
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Annual Report 2014
TRUSTEES LETTER | Moving to improve animal, human and community life
Our major initiatives—
•Foster youth face enormous challenges when they age out of the state
animal welfare, foster
child welfare system at age 18. An environmental scan conducted by
As the economy continued to recover from the downturn that began
children, and the Nina
Children’s Action Alliance, a Trust partner in Phoenix, pointed out
in 2007, the Trust invested $3.4 million in the long-term growth of our
Scholars program—deal
shortcomings in the care system, which resulted in another year of funding
nonprofit partners. In Arizona, recipients of capital grants included
with issues close to
in Arizona to help former foster youth secure health insurance, find their
Childsplay, the Foundation for Blind Children, Girl Scouts Arizona-Cactus
the heart of our late
way to college and become successful, independent adults. Because higher
Pine Council, the Museum of Northern Arizona and St. Mary’s Food Bank
benefactress, Nina Mason
education is one key to helping these young adults build successful lives,
Alliance. In Indiana, the Boys & Girls Clubs of Indianapolis, Girl Scouts
Pulliam. The nonprofits
the Trust also provided grants to Maricopa Community Colleges and
of Central Indiana, Hawthorne Social Service Association and Sycamore
we funded made
Arizona State University to provide academic and mentoring support for
Land Trust received capital support.
significant achievements
students who grew up in foster care. Through the Trust’s experience with
in improving both animal
the Nina Scholars program, we know that foster youth attending college
and human lives.
need more than financial help to succeed. (Read more about the Trust’s
work helping foster youth on Pages 7 and 8.)
• Nina Scholars successes continue to grow annually. From 2001 through
2014, the Trust provided 509 nontraditional students in our Nina Mason
Pulliam Legacy Scholars program with the means and academic support
they need to go to college in Indiana and Arizona. The Scholars are adults
with dependent children, students with physical disabilities, or former
Investing in the future
They were among 162 nonprofit organizations in Arizona and Indiana
that received grants totaling $12,233,868. This brought the total amount of
awarded grants to more than $235.7 million since 1998.
The good works provided by Mrs. Pulliam’s generosity are, as always,
enabled by strong financial management of the assets she left in trust.
We are pleased to report that Trust investments and financial management
are sound and will provide good support to Phoenix and Indianapolis
nonprofits for years to come.
foster youth. Their successes surpass those of general college populations.
(See data on those successes on Page 10.) Our latest survey of Nina Scholar
alumni tells us that program graduates are on predictable paths to careers
Carol Peden Schilling,
Trust Chair
and economic independence.
Kent E. Agness,
Trustee
Lisa Shover Kackley,
Trustee
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Annual Report 2014
PRESIDENT AND CEO LETTER
Full steam ahead
I
t’s hard to believe that I have completed my inaugural year as president
and CEO. To say I learned a lot would be a massive understatement.
It was at the same time overwhelming and invigorating; humbling and
gratifying; eye-opening and comforting.
I spent 44 years in Phoenix (arrived at age 9, which, in Arizona terms, is “a native”) so the
thought of learning a new city was daunting. As it turns out, there was no need to worry
about meeting a new community. In addition to an amazing staff who went above and
beyond acclimating me to Indianapolis, its famed “Hoosier hospitality” embraced my
wife, Debbie, and me. Everyone from nonprofit and civic leaders to people on the street
made us feel welcome. Sharing time between Phoenix and Indianapolis allows me the
opportunity to see how each community addresses its needs (many of which are similar)
and observe how the Trust can share lessons learned. As a bonus, my wife and I enjoy the
natural beauty and amenities of these great cities. It really is the best of both worlds.
The past year was more than a learning opportunity, however. The Trust continued to
propel its grantmaking forward, particularly in the animal welfare, foster care and Nina
Scholars programs, as highlighted in the Trustees letter and in this report.
The momentum of years of grantmaking has moved us toward greater impact in our key
focus areas. As a result of strategic work, we refined grant guidelines and have begun a
two-year comprehensive study of our focus areas in order to maximize impact. We are
in year 18 of the Trust’s planned 50-year life, a time to ensure we are being as strategic as
possible in crafting real solutions to community problems.
continued
Grantees Jeremy VanAndel of the Humane Society of Indianapolis and Julia Kathary of Coburn Place Safe Haven
welcome Gene D’Adamo, right, at a reception in June at the Indiana State Museum. Photo by Rob Banayote
3
Annual Report 2014
PRESIDENT AND CEO LETTER | Full steam ahead
While I am
To further fuel our effectiveness, our veteran program officers — Belen Gonzalez and
exceedingly proud
Robert Berger in Phoenix and Lee Ann Hoy and David Hillman in Indianapolis — were
of the work our
promoted to program directors and now have a more direct role in developing and
staff does daily,
implementing our giving strategies. We also reluctantly said goodbye to Dr. Edmund
the successes
Portnoy, who retired after 15 years as Director of Arizona Grants. Ed certainly left a
we experience as
legacy in the community and on the Trust’s many programs. In addition to leadership
an organization
changes, we hired two program associates, Michael Mendel in Phoenix and Jeff Small in
are due to the
Indianapolis. For Michael and Jeff, former interns for the Trust, it was a homecoming.
incredible work of
our grantees.
While I am exceedingly proud of the work our staff does daily, the successes we
experience as an organization are due to the incredible work of our grantees. These
dedicated professionals are on the front lines every day, providing hope and opportunity
for men, women and children; making lives more humane for animals; and helping to
protect the deserts and waterways of Arizona and Indiana.
It is a pleasure and an honor working with Trustees Carol Schilling, Kent Agness and
The Trust promoted four to program directors: David Hillman, Belen Gonzalez,
Lee Ann Hoy and Robert Berger. Photo by Rob Banayote
Lisa Shover Kackley, as well as my talented colleagues, all of whom share a passion for
and commitment to the communities we serve.
Gene D’Adamo
President and CEO
4
Annual Report 2014
ANIMAL WELFARE
Saving lives in two cities
T
he Trust is one of the major supporters of Fix.Adopt.Save.
in Phoenix and Love me. Fix me. in Indianapolis. Both
initiatives, through increased spay and neuter surgeries, adoptions,
foster-parenting of animals and public education, are reducing animal
homelessness and euthanasia.
The initiatives combined helped save 14,118 more cats and dogs from being euthanized
in 2014, compared to the same time period in 2013; reducing the number of animals
put down by 38 percent in one year. Since 2012, the year before Fix.Adopt.Save. and
Love me. Fix me. began, the number of animals euthanized decreased 47 percent.
“The dramatic decline in euthanasia (in Indianapolis) is due, in a large part, to
the two Indy Mega Adoption Events, funded in part by the Trust, “ said Ellen
Robinson, executive director of FACE Low-Cost Spay/Neuter Clinic. The events
at the Indiana State Fairgrounds resulted in 1,618 cats and dogs finding homes. The
adoption events exceeded goals by 62 percent, making the two gatherings combined,
the most successful animal adoption events in Indianapolis history.
In Phoenix, animal welfare groups performed nearly 47,000 spay and neuter
surgeries last year, which saved thousands of cats and dogs and reduced the number
of animals entering shelters by 16 percent.
The graphics provide a closer look at the successes during the second year of the
three-year initiatives.
continued
.
These two kittens found homes during the Indy Mega Adoption event in October at the Indiana State Fairgrounds.
Photo by Lisa Greil
5
Annual Report 2014
ANIMAL WELFARE | By the numbers
Indianapolis
Phoenix
n21%
n3%
2014 compared to 2013
2014 compared to 2013
n12%
increase in cats and
dogs spayed or neutered
dogs adopted
dogs spayed or neutered
!16%
!38%
decrease in animals entering animal shelters
!37%
decrease in euthanasia
decrease in euthanasia
6
Annual Report 2014
FOSTER CARE
Foster youth initiatives take off
T
he Trust’s investment in the success of foster youth
continued to grow in 2014 with the implementation of
new approaches to prepare vulnerable youth for success.
The Trust provided more than $1 million to nine organizations helping foster
youth in Arizona and Indiana. Below are a few of the programs we funded:
ARIZONA
For the third year, the Trust provided Children’s Action Alliance (CAA)
a $300,000 grant to continue the Fostering Advocates Arizona initiative
to improve outcomes for foster youth aging out of the state child welfare
system. Over the last two years, CAA, Trust staff and community members
built a comprehensive strategic plan to help youth transition to adulthood
successfully. In 2014, as planned, former foster youth took over the driver’s
seat: A 12-member Young Adult Leadership Board formed, putting foster
youth voices at the center of the initiative. Participating youth advocates
underwent training to help them effectively tell their own stories to better
shape state foster care policies. Last year the youth leaders helped focus
the initiative on education, housing, mental and physical health, and
financial literacy.
Fostering Advocates Arizona also launched “Opportunity Passport,” which
provides classes on managing money and building a good credit score.
Participants receive financial coaching and an opportunity to have their
savings matched. It allows foster youth to purchase items that will help
them succeed, such as cars, textbooks and computers.
continued
Desaray Klimenko saved $1,500 and had her savings matched through the Opportunity Passport program, allowing her to make a down
payment on a car she needed for work and school. The Fostering Advocates Arizona initiative is helping former foster youth manage
their budgets, and matching their money saved for education and independent living. Photo by Suzanne Starr
7
Annual Report 2014
FOSTER CARE | Foster youth initiatives take off
A new partnership with colleges
The state of Arizona passed legislation in 2013 to provide tuition waivers
to college students who grew up in foster care. In 2014, the Trust provided
multiyear grants to Arizona State University and Maricopa Community
Colleges to provide support services to those students.
Helping the younger kids too
A $75,000 grant to the National Center for Youth Law helps foster youth in
Maricopa County establish meaningful educational plans with the support
of educational champions and active education teams.
INDIANA
Two grants helping foster youth that began in 2013 continued into 2014.
A $130,000 grant to College Summit helps 400 foster youth in Marion
County prepare for college.
Another grant of $100,000 to Indiana Connected By 25 provides housing and
support services to foster youth aging out of the child welfare system.
.
A Young Adult Leadership Board, formed in 2014, is putting foster youth voices at the center of the Fostering Advocates Arizona
initiative. The members are Desaray Klimenko, Patience Briggs, Stefani Lazaro, Bianca Rivers, Amber Lepur, Jasmine Lucas and
Ashley Pacheco. (Other advisory council members are under 18 and not photographed.) Photo by Suzanne Starr
$1,034,400
Amount of grants for foster youth programs
provided in 2014 to nine organizations in
Phoenix and Indianapolis.
8
Annual Report 2014
NINA SCHOLARS
Nina Scholars excel in 2014
T
he Nina Scholars program began in 2001, providing
higher education to people with the kind of life
situations that make college attendance difficult. With 26 new
Scholars in the fall of 2014, the total number supported by the
Trust is now 509. Nina Scholars outperform their college peers
with 64 percent of them graduating or working to earn their
degrees, and many continue on to graduate school.
Nina Scholars alumni report that the scholarship program affects
their whole family by making them more financially secure and able
to serve as positive role models for their children and siblings.
The program provides tuition, student fees and books for three different
types of students: adults with dependent families, students with physical
disabilities, and young adults who have been raised in the child welfare
system. Perhaps more important than the financial support, the program
provides students with on-site advisors and guidance to help them
address problems that otherwise might force them to drop out.
To meet more of the 2014 Class of Scholars, check out the Nina Scholars
slideshows at ninapulliamtrust.org
.
NINA MASON PULLIAM
LEGACY SCHOLARS
Ray Cruz is studying business management at Arizona State
University and plans to run his own business. Photo by Mike Ging
Demetria DeFabis is studying nursing at Ivy Tech Community
College in Indianapolis. Photo by Lise Greil
9
Annual Report 2014
NINA SCHOLARS | By the numbers
Who are the
Scholars?
58%
Adults with
dependents
27%
Youth raised in the
child welfare system
15%
Adults with physical
disabilities
$18.8 million
$705,768
Amount of scholarships awarded since 2001
64
percent
Amount of grants awarded in 2014 to Nina Scholars
509
Scholars graduating or continuing
to progress to a degree, dramatically
surpassing graduation rates of their
fellow students
Number of scholars since 2001
CURRENT NINA SCHOLARS
as of December 2014
32
Arizona State University
Maricopa County
Community College District
25
Indiana UniversityPurdue University-Indianapolis
28
Ivy Tech Community CollegeCentral Indiana
16
10
Annual Report 2014
FINANCIAL | Highlights 2014
Trust ends 2014 in sound financial condition
T
Robert L. Lowry, CPA, CFA
The Trust paid out $14.3
million in grants during
2014, and Trust assets were
approximately $380 million
at year-end.
he Nina Mason Pulliam Charitable
Trust conducts its financial affairs to the
highest standards. The Board of Trustees, along
with the Trust staff and an external investment
consultant, oversees its investments with the goal
of maintaining or increasing the real value of the
portfolio over the Trust’s 50-year life.
while at lower than expected levels of risk. After distributed
The Trust is a long-term institutional investor that
assets, awarded grants and a summary of asset allocations
employs strategies that emphasize asset allocation and
as of December 31, 2014. The comparative unaudited
diversification and primarily utilizes external investment
financial summary is preliminary, and we expect to
managers in implementing its investment strategy.
complete the annual audit of the financial statements by
While asset classes and manager selection are important
July 1, 2015. We will announce the audited statements’
components of portfolio management, asset allocation
availability via Connections, the Trust’s e-newsletter, and
decisions are often the key determinant of portfolio returns
will subsequently post them on the website.
grants and operating expenses of approximately $18.5
million, assets were down slightly to $380.1 million at yearend versus $384.9 million at the end of 2013. The current
year’s results also added to the last three-, five- and 10-year
annualized returns of 10.5, 8.7 and 6.4 percent, respectively.
The accompanying charts show the prior 10-year history of
and are important in reducing portfolio risk. The Trustees
and staff judge all portfolio additions based on attributes
they will contribute to the total portfolio.
The Trust ended 2014 in very sound financial condition.
Robert L. Lowry, CPA, CFA
Executive Vice President and
Chief Financial Officer
The Trust’s portfolio gained approximately 4 percentage
points in value, which exceeded both its policy benchmark
gain of 2.4 percent and global equity returns of 2.5 percent,
11
Annual Report 2014
FINANCIAL | Highlights 2014
Asset Allocation
Financial Highlights
Unaudited
( Accrual basis, amounts in thousands) 2014 2013
Total Assets as of December 31
$ 380,100 Financial Activities for the year ended December 31
Investment Income (loss), net of fees
$
14,029 Deflation Hedging
4%
Grantmaking and Administrative Expenses (3,876) (4,132)
Approved Grants and Scholarships (12,234) (13,268)
Federal Excise Tax Expense (461) (1,000)
Change in Unrestricted Net Assets (2,542) 31,994
Unrestricted Assets Beginning of Year 376,712 344,718
$
Global Equity
8%
50,394
$ 374,170 Private Equity / Venture Capital
$ 384,900
$
Unrestricted Assets End of Year 13%
14%
Inflation Hedging
13%
U.S. Equity
15%
Developed ex.
U.S. Equity
27%
Hedge Funds
6%
376,712
Emerging Markets Equity
Awarded Grants
Fair Market Value of Assets
Amounts in Millions
10-year History in Millions
$20
$500
$15
$400
$300
$10
$200
$5
0
$100
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
0
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
12
GRANTS | Overview
Annual Report 2014
Impacting our communities
T
he Nina Mason Pulliam
Charitable Trust provides
grants to nonprofit organizations
located in Arizona and Indiana that
focus on the philanthropic interests
and causes Nina Pulliam supported
during her lifetime. Further, the
Trust seeks to embody her values by
encouraging people to take advantage
of opportunities that enhance the
quality of their lives. The Trust
especially is interested in funding
nonprofit organizations that can
demonstrate and measure the impact
of their work.
$12,233,868
Amount of grants awarded in 2014
19%
10%
Protecting Animals and Nature
$2,328,000
71%
Enriching Community Life
$1,261,500
Helping People in Need
Number of Grants
176
$8,644,368
Overall grants since 1998
$235.7 million to 900 organizations
13
GRANTS | Helping People in Need
Annual Report 2014
$8,644,368
N
ina Mason Pulliam valued giving people
experiencing difficulty a hand-up and firmly
believed that education was essential to reaching one’s
full potential. The Trust awarded 130 grants totaling
$8.6 million in its Helping People in Need giving area.
(Clockwise from top) Grantees include Boy Scouts of America
Crossroads Council in Indianapolis, the Boys & Girls Clubs of
Indianapolis and the Association of Arizona Food Banks in Phoenix.
14
Annual Report 2014
* First-time recipients
Organization
Grant Award
Description
A New Leaf, Inc.
Mesa, AZ
$240,000
Assist homeless families regain permanent housing and self-sufficiency through the Rapid
Re-Housing Services program.
A New Leaf, Inc.
Mesa, AZ $6,650
Provide low-income families and individuals with assistance during the holiday season.
A Stepping Stone Foundation
Phoenix, AZ
$25,000
Provide five, $1,000 college scholarships annually for five years to former preschool program participants.
Aftercare for Indiana through Mentoring, Inc. (AIM)
Indianapolis, IN Expand the New Path Culinary Arts Program to assist re-entry youth.
$50,000
All Faith Community Services
Buckeye, AZ $6,650
Alliance of Arizona Nonprofits
Phoenix, AZ
$15,000
Support Arizona Gives Day, a one-day online giving program.
*Arizona Career Pathways
Phoenix, AZ
$60,000
Expand the workforce development program to help adults reach their educational and career goals.
Arizona Friends of Foster Children Foundation
Phoenix, AZ $20,000
Support for the holiday gifts program.
Arizona Recreation Center for the Handicapped
Phoenix, AZ $50,000
Expand the multipurpose room to provide therapeutic and recreational activities for disabled
individuals.
Arizona State University Foundation for
A New American University
Tempe, AZ $329,450
Support for the Nina Mason Pulliam Legacy Scholars program.
Arizona State University Foundation for
A New American University
Tempe, AZ $109,000
Provide case management, mentoring and other support to former foster youth attending ASU.
Assistance League of East Valley
Chandler, AZ
$5,000
Provide school clothing and supplies to elementary school children from low-income families.
Assistance League of Indianapolis, Inc.
Indianapolis, IN $20,000
Provide school clothing and supplies to preschool and elementary school children from low-income families.
Assistance League of Phoenix Arizona
Phoenix, AZ $20,000
Provide school clothing and supplies to preschool and elementary school children from low-income families.
Association of Arizona Food Banks, Inc.
Phoenix, AZ $30,000
Purchase and distribute turkeys to families and use for congregate meals through area food banks.
15
Annual Report 2014
Organization
Avondale Community Action Program
Avondale, AZ Grant Award
$6,650
Description
Back-To-School Clothing Drive Association
Phoenix, AZ $20,000
Provide school clothing and supplies to children from low-income families.
Beatitudes Campus
Phoenix, AZ
$25,000
Create a sensory garden for residents of the memory-support unit.
Big Brothers Big Sisters of Central Arizona
Phoenix, AZ
$100,000
Provide youth with professionally supported, one-to-one mentoring relationships.
Bosma Enterprises
Indianapolis, IN
$64,600
Assist seniors who recently became visually impaired or blind to cope with their vision loss better and
increase their independence.
Boy Scouts of America Crossroads Council
Indianapolis, IN
$160,000
Expand the ScoutReach program with the Hispanic Outreach Initiative to involve Hispanic youth
in Boy Scout programs.
Boys & Girls Clubs of Indianapolis, Inc.
Support the IPS School 102 Interim Club site to serve youth.
Boys & Girls Clubs of Indianapolis, Inc.
Construct a new club to provide a wide array of programming to youth.
Center for Leadership Development, Inc.
Enhance the college readiness programs to serve minority youth and their parents.
Central Arizona Shelter Services, Inc.
Phoenix, AZ
$100,000
Provide shelter and case management to young adults.
Chandler Christian Community Center
Chandler, AZ $6,650
Children’s Action Alliance, Inc. Phoenix, AZ $300,000
Develop the Fostering Advocates Arizona initiative to improve outcomes for foster youth aging out of the
child welfare system.
Chrysalis
Phoenix, AZ
Increase the capacity of the Outpatient Counseling Program to serve victims of domestic abuse.
$160,000
Circle the City
Phoenix, AZ $250,000
Purchase electronic systems for medical coding and insurance billing/reimbursements for homeless
individuals.
Community Alliance of the Far Eastside, Inc. Indianapolis, IN $80,000
Develop an outreach program to connect families to the Center for Working Families through partner
organizations.
Concerned Citizens for Community Health
Scottsdale, AZ Provide low-income families and individuals with assistance during the holiday season.
$6,650
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Annual Report 2014
Organization
Grant Award
Description
Connect2Help
Expand referrals to residents eligible for the Supplemental Nutrition Assistance Program.
John P. Craine House, Inc.
Indianapolis, IN
$50,000
Create a culinary program to prepare female ex-offenders for jobs in the food industry.
Creciendo Unidos Growing Together Phoenix, AZ
$29,000
Provide low-income Latinos with services to improve communication, problem-solving skills and
relationships.
Dayspring Center, Inc.
Provide emergency shelter, outreach and food programs to low-income families.
The Domestic Violence Network of Greater Indianapolis
Assist victims of domestic violence to eliminate or reduce barriers to independent living.
Dress for Success Indianapolis
Indianapolis, IN
$25,000
Launch the newly established endowment fund: Founders Society …. Stepping Into the Future.
Dress for Success Phoenix
Phoenix, AZ $75,000
Purchase a mobile unit to provide job preparation services and business attire for low-income women.
Flanner House of Indianapolis
Indianapolis, IN
$75,000
Enroll unemployed parents in the Center for Working Families’ programs.
Foundation for Blind Children
Construct a new school, gymnasium and administrative facility to accommodate more students.
Fresh Start Women’s Foundation Phoenix, AZ $30,000
Support for a one-week program that provides employment, self-confidence and self-esteem workshops
to women.
Gila Bend Community Action Program
Gila Bend, AZ
$6,650
Girl Scouts - Arizona Cactus-Pine Council, Inc.
Phoenix, AZ
$400,000
Build a new Leadership Center, Aquatic Center, cabins, amphitheater and trails on 15 acres at the base of
South Mountain.
Girl Scouts of Central Indiana, Inc.
Indianapolis, IN
Construct a new Leadership and Learning Center at Camp Dellwood to house activities for girls and adults.
Girls Incorporated of Greater Indianapolis, Inc.
Indianapolis, IN
$500,000
$25,000
Establish a leadership program for high school girls.
Girls Ranch, Inc.
Phoenix, AZ $2,400
Provide assistance to resident teen parents and their children during the holiday season.
Glendale Community Action Program
Glendale, AZ $6,650
17
Annual Report 2014
Organization
Guadalupe Community Action Program
Guadalupe, AZ
Hawthorne Social Service Association, Inc.
Indianapolis, IN Grant Award
$6,650
$250,000
Description
Expand and renovate the existing facility to include a new gym and fully licensed day care.
Horizon House, Inc.
Indianapolis, IN
$25,000
Provide daytime hospitality services for the homeless.
HVAF of Indiana, Inc.
Indianapolis, IN
$75,000
Provide employment preparation, placement and job retention to homeless and near homeless veterans.
Indiana Black Expo, Inc.
Expand programing for the Youth Media Institute.
Indiana Legal Services, Inc. Indianapolis, IN $110,000
Expand the Midtown Medical-Legal Partnership to remove barriers to self-sufficiency for
mentally ill patients.
Indiana University Foundation
Indianapolis, IN
$265,080
*Indianapolis OASIS Indianapolis, IN
$75,000
Interfaith Cooperative Ministries
Phoenix, AZ $10,000
Expand the tutoring program for seniors to work with K-2 students to improve reading
skills and increase self-esteem.
Provide emergency help to low-income and homeless individuals and families.
International Rescue Committee Glendale, AZ $50,000
Assist single-parent refugee families reach self-sufficiency and provide after-school and
summer programs for their children.
Ivy Tech Foundation
Indianapolis, IN
Justa Center
Phoenix, AZ John F. Long Family Services Center
Phoenix, AZ Maggie’s Place, Inc.
Phoenix, AZ
Maricopa County Community College District Foundation
Tempe, AZ $4,961
$29,000
Help previously homeless older adults remain in their residences.
$7,600
$84,000
Prepare homeless, pregnant and parenting women for self-sufficient, independent living.
$106,277
*Maricopa County Community College District Foundation Tempe, AZ $198,000
Increase college enrollment, transfers to universities and graduation rates of foster youth
attending Maricopa Community College.
18
Annual Report 2014
Organization
Grant Award
*National Center for Youth Law Indianapolis, IN
$75,000
Description
Establish a program to ensure that foster youth have meaningful education plans,
engaged educational champions and teams supporting their school success.
Noble, Inc. Indianapolis, IN
$70,000
Enhance opportunities for individuals with developmental disabilities to participate
in pre-vocational classes to prepare them for employment.
one n ten
Phoenix, AZ
Assist youth gain employment and life skills through the Youth Education and Success Program.
$75,000
Paz de Cristo Community Center Mesa, AZ $20,000
Provide clothing, haircuts, bus tickets, state identification cards and birth certificate vouchers
to clients seeking employment.
Phoenix Rescue Mission
Phoenix, AZ
$15,000
Provide meal services and shelter programs during the holiday season.
Planned Parenthood Arizona, Inc.
Phoenix, AZ
$75,000
Improve access to quality health care for women.
Progress House, Inc. Indianapolis, IN
$75,000
Expand employment and career services for men who struggle with addiction as they move
toward self-sufficiency.
RecycleForce
Indianapolis, IN
Assist ex-offenders to receive training, find temporary employment, job placement and support services.
$200,000
The Salvation Army, Indianapolis
Indianapolis, IN
$50,000
Provide shelter and services for low-income families.
The Salvation Army, Phoenix
Phoenix, AZ
$50,000
Distribute food, toys and gifts to low-income families and individuals during the holiday season.
The Salvation Army, Sun City
Sun City, AZ $6,650
School on Wheels Indianapolis, IN
$80,000
Provide tutoring and mentoring support to youth who lack a fixed, regular and
adequate nighttime residence.
Season for Sharing Phoenix
Phoenix, AZ $50,000
Assist agencies that improve the quality of life for Arizona families.
Season for Sharing Indianapolis
Assist agencies that improve the quality of life for Indiana families.
Society of St. Vincent de Paul
Indianapolis, IN
$20,000
Continue basic services to the hungry, homeless and working poor.
Society of St. Vincent de Paul
Phoenix, AZ
$75,000
Continue basic services to the hungry, homeless and working poor.
19
Annual Report 2014
Organization
Grant Award
*Soldiers Best Friend Peoria, AZ $40,000
St. Mary’s Food Bank Alliance
*Stand for Children Leadership Center - Indiana Indianapolis, IN
$75,000
Starfish Initiative
Indianapolis, IN
Sunnyslope Family Services Center
Phoenix, AZ
Teachers’ Treasures, Inc.
$7,600
$20,000
Tempe Community Action Agency, Inc.
Tempe, AZ $6,650
Tempe Community Action Agency, Inc.
Tempe, AZ $50,000
Tolleson Community Action Program
Tolleson, AZ
Tumbleweed Center for Youth Development
Phoenix, AZ
$6,650
$100,000
Description
Construct a centralized training facility for veterans with PTSD and/or Traumatic Brain Injury
and their companion dogs.
Replace the roof at the Del E. Webb Distribution Center.
Provide parents with the skills needed to engage in their children’s education, increase family
involvement and improve student learning.
Enhance career exploration services for high school students and provide internship opportunities.
Provide donated school and office supplies to teachers working in schools in low-income neighborhoods.
Provide shelter, meals, showers and case management services for homeless adults.
Provide drop-in center support and shelter for homeless youth.
U.S. Dream Academy, Inc.
Columbia, MD
$75,000
Support literacy program at IPS School 105 to accelerate reading levels and math skills of struggling students.
UMOM New Day Centers, Inc.
Phoenix, AZ $50,000
Provide services for the children of homeless families residing at the Center.
United Christmas Service
Indianapolis, IN
$50,000
United Way of Central Indiana
Indianapolis, IN
$250,000
Support capacity building efforts for The Julian Center.
United Way of Central Indiana
Indianapolis, IN
$100,000
Assist with the funding of basic needs services.
Valley of the Sun United Way
Assist with the funding of basic needs services.
20
Annual Report 2014
Organization
Grant Award
Description
The Villages of Indiana, Inc.
Indianapolis, IN
$40,000
Provide home visitation services for first-time parents at risk of abusing or neglecting their children.
Wesley Community Center, Inc.
Phoenix, AZ $79,000
Support for exterior capital improvements to the Golden Gate Community Center.
Wheeler Mission Ministries
Provide emergency shelter services, medical and dental care, and employment assistance.
Wickenburg Community Action Program
Wickenburg, AZ $6,650
Travis L. Williams Family Services Center
Phoenix, AZ $7,600
Winter Assistance Fund
Provide emergency utility assistance for low-income households.
YMCA of Greater Indianapolis Indianapolis, IN
$100,000
Support the Avondale YMCA Young Achievers program to provide mentoring and
college readiness programs for adjudicated teenagers.
Summer Youth Program Fund Phoenix, AZ
$150,000
Support to provide academic enrichment, arts and recreational summer programs
for children of low-income families.
Summer Youth Program Fund Indianapolis, IN
$123,500
Support to provide academic enrichment, arts and recreational summer programs for children
of low-income families.
Employee Appreciation and Recognition Program Grants
Indianapolis, IN
Support for organizations whose mission or programs seek to help people in need.
Helping People in Need
$1,500
$8,644,368
21
GRANTS | Protecting Animals and Nature
Annual Report 2014
$2,328,000
M
rs. Pulliam loved animals – domesticated
and wild – and the natural environment.
She sought ways to encourage human bonds with both.
The Trust awarded 30 grants totaling $2.3 million in
its Protecting Animals and Nature giving area.
(Clockwise from top) Grantees include the Arizona Trail Association
in Phoenix, FACE Low-Cost Spay/Neuter Clinic in Indianapolis and
Friends of the White River in Indianapolis.
22
Annual Report 2014
Organization
Grant Award
*American Farmland Trust Washington, DC
$30,000
Description
Empower women farmland owners and/or operators to become
knowledgeable business and conservation leaders in central Indiana.
The Arboretum at Flagstaff
Flagstaff, AZ
$50,000
Develop an education and outreach project to examine habitat
adaptation in a changing environment.
Arizona Animal Welfare League and SPCA
Phoenix, AZ
$47,500
Provide medical treatments for dogs and cats to prepare them for adoption.
Arizona Forward
Phoenix, AZ
$25,000
Create a statewide vision for sustainable economic development.
Arizona Trail Association Phoenix, AZ
$100,000
Provide educational and outdoor stewardship experiences to youth
and their families that live along the trail.
Arizona Wilderness Coalition
Tucson, AZ $30,000
Restore and maintain environmental conditions for 12 sites in wilderness areas on Arizona public lands.
Audubon Arizona
Phoenix, AZ
$85,000
Provide natural history education and hands-on stewardship activities at the Audubon Center.
Cope Environmental Center Inc.
Centerville, IN $50,000
Develop statewide environmental education programming for school children.
Environmental Law & Policy Center of the Midwest
Chicago, IL
$150,000
Support the Indiana Clean Water Initiative.
FACE - Foundation Against Companion Animal Euthanasia, Inc.
Indianapolis, IN
$100,000
Expand veterinary services on Sundays.
Friends of Indianapolis Animal Care & Control Foundation
Indianapolis, IN
$73,000
Host two Mega Adoption events in Indianapolis.
Friends of the White River, Inc.
Indianapolis, IN
$135,000
Develop a digital application detailing features of the White River, and
create an inventory of its recreational and cultural opportunities.
Grand Canyon Wildlands Council Flagstaff, AZ $100,000
Establish landscape protection in western Arizona during renewable energy and
transportation infrastructure development.
Indiana Wildlife Federation, Inc.
Indianapolis, IN
Conserve wildlife and their habitats.
$50,000
Keep Indianapolis Beautiful
Indianapolis, IN
$100,000
Establish the Urban Naturalist program for green infrastructure activities.
Land Trust Alliance, Inc
Washington, DC $105,000
Assist Arizona land trusts build capacity, leadership and sustainability.
23
Annual Report 2014
Organization
Grant Award
*Lighthawk Lander, WY $56,000
Lost Our Home Pet Foundation, Inc.
Scottsdale, AZ *National Trust for Historic Preservation
Washington, DC
The Nature Conservancy, Inc. - Indiana Chapter
Indianapolis, IN
Paws and Think, Inc.
Indianapolis, IN
Phoenix Herpetological Society, Inc.
Scottsdale, AZ
The Sierra Club Foundation
San Francisco, CA
Description
Strengthen the impact of the Western Maricopa County energy and transportation
project through flight, aerial photography and aerial data collection.
$43,000
Implement a software program to better train and retain volunteers.
$123,000
Establish the proposed Great Bend of the Gila National Monument.
$100,000
Develop a watershed management plan to enhance the natural habitats of the Wabash River.
$15,000
$100,000
$50,000
Support the Marion County Justice Youth Canine Program.
Expand educational programs about reptiles, amphibians and other wildlife.
Expand the Arizona Water Sentinels program to protect, improve and restore streams and riparian areas.
Sonoran Institute
Tucson, AZ
$110,000
Establish landscape protection in western Arizona during renewable energy
and transportation infrastructure development.
Spay-Neuter Services of Indiana, Inc.
Indianapolis, IN Expand the Spay-Neuter Assistance project to provide surgery vouchers to low-income pet owners.
$60,000
Sycamore Land Trust, Inc.
Bloomington, IN
$120,000
Increase conservation efforts through improved volunteer utilization and engagement.
Sycamore Land Trust, Inc.
Bloomington, IN $250,000
Construct two shelters for environmental education and awareness programming.
The Wilderness Society
Washington, DC
$60,000
Advance conservation and protection of land located in the Coronado
National Forest and the Arizona Sonoran Desert.
Summer Youth Program Fund
Indianapolis, IN
Provide academic enrichment, arts and recreational summer programs for children of low-income families.
Employee Appreciation and Recognition Program Grants
Indianapolis, IN
Protecting Animals and Nature
$10,000
$500
Support for an organization whose mission or programs seek to protect animals and nature.
$2,328,000
24
GRANTS | Enriching Community Life
Annual Report 2014
$1,261,500
M
rs. Pulliam appreciated the importance
of vibrant organizations that benefit all
residents, while ensuring that nonprofit organizations
fulfill their missions at a level of excellence. The Trust
awarded 16 grants totaling $1.3 million in its Enriching
Community Life giving area.
(Clockwise from top) Grantees include the Museum of Northern Arizona in
Flagstaff, Arizona; Childsplay in Tempe, Arizona; and the Indiana Repertory
Theatre in Indianapolis.
25
Annual Report 2014
GRANTS | Enriching Community Life
Organization
Grant Award
Description
Central Indiana Community Foundation
Indianapolis, IN
$50,000
Renovate the new operations center for the Indianapolis Cultural Trail.
The Children’s Museum of Indianapolis
Indianapolis, IN
$50,000
Expand after-school and intersession programs for children in the neighborhood near the museum.
Childsplay, Inc. Tempe, AZ
$200,000
Support the Campus for Imagination and Wonder to provide children and families with
performing arts opportunities.
Friends of Public Radio Arizona
Tempe, AZ $30,000
Support for a one-year sponsorship on its NPR station.
Grand Canyon Association
Grand Canyon, AZ
$50,000
Renovate the historic Kolb Studios on the south rim of Grand Canyon National Park.
Indiana Repertory Theatre, Inc. Indianapolis, IN $80,000
Expand the Many Mentors Initiative program to enable mentor/mentee participants
to attend productions and enrichment activities.
Indianapolis Children’s Choir
Indianapolis, IN
$25,000
Establish a regional outreach site in partnership with Franklin College.
Indianapolis Parks Foundation, Inc.
Indianapolis, IN
$30,000
Develop a welcome center at Garfield Park and programming for Garfield Alive!
$50,000
Expand the Service Day program to additional IPS schools.
$75,000
Expand the ACT OUT bullying/teasing and cyber-bullying prevention and awareness program.
*Joseph Maley Foundation, Inc.
Indianapolis, IN Claude McNeal’s Musical Theatre Training Program, Inc.
Indianapolis, IN Museum of Northern Arizona, Inc.
Flagstaff, AZ $500,000
Renovate and install new interpretive exhibit space in the Ethnology Gallery.
Rosie’s House: A Music Academy for Children, Inc.
Phoenix, AZ
$25,000
Implement The Royal Conservatory Music Development Program and initiate a student flute ensemble.
WFYI - Metropolitan Indianapolis Public Broadcasting, Inc.
Support for a one-year sponsorship on its NPR station.
Young Actors Theatre Inc.
Indianapolis, IN
$50,000
Present three unique performances for youth on how social media can affect bullying, violence and obesity.
Summer Youth Program Fund
Indianapolis, IN
$16,500
Provide arts and recreational summer programs for children of low-income families.
Enriching Community Life
$1,261,500
26
Annual Report 2014
NINA MASON PULLIAM | 1906 to 1997
Writer, businesswoman, and humanitarian
N
ina Mason Pulliam was born in 1906 in
rural Martinsville, Indiana, one of seven
children. As a high school sophomore, she received
her first compensation for a literary essay. She
went on to study journalism at Franklin College
in Franklin, Indiana, and later attended Indiana
University and the University of New Mexico.
She was the first woman admitted to Sigma Delta Chi, now
After college, she took a full-time job at Farm Life, a
her life: helping people in need, protecting animals and
national magazine published in Spencer, Indiana. When the
nature, and enriching community life.
magazine folded during the Depression, she went to work
in Lebanon, Indiana, for a newspaper publisher named
Eugene C. Pulliam. They were married in 1941.
During their marriage, the Pulliams traveled abroad
the Society of Professional Journalists. Mrs. Pulliam also
loved flying and was the first woman to earn a private pilot’s
license in Indiana. She was known for her lifelong love of
animals and for her nature conservancy efforts.
When Mrs. Pulliam died at age 91 in 1997, she left a
charitable trust to benefit the causes she cared about during
“Nina said to me many times that you need to give back to
your community in a big way. She practiced that because
she deeply believed it,” said her niece, Carol Peden Schilling,
now chair of the Trust.
extensively as a husband and wife writing team. They were
among the first Americans to visit and write about post-
.
World War II conditions in Europe. Over 11 years, Nina
Pulliam was published in newspapers throughout North
America and her articles were compiled into seven books.
Nina Pulliam was the founding secretary-treasurer and a
director of Central Newspapers, Inc., which Mr. Pulliam
had established in 1934. Upon his death in 1975, she served
as president of CNI until 1979 and was publisher of The
Arizona Republic and The Phoenix Gazette until 1978.
Gannett Newspapers, Inc. purchased CNI in 2000.
27
Annual Report 2014
STAFF | 2014-15
Executive Staff
Gene D’Adamo
President and CEO
Indianapolis Staff
Robert L. Lowry CPA, CFA, Executive
Vice President and Chief
Financial Officer
Mary K .Price Director of Grants
Administration and
Secretary to the Board
of Trustees
Ryan C. Hammons, CPA Controller
Debbie L. Cramer Accounting and
Administration Manager
David A. Hillman, O.D. Lee Ann Hoy Jeff Small
Rosanne L. Bradley Dayna D. Brady
Bensu Kollath Program Associate
Executive Administrative
Assistant
Program Director
Grants Administration
Associate
Program Director
Receptionist/Grants
Administration Assistant
Phoenix Staff
Robert C. Berger Program Director
Special thanks to Dr. Edmund Portnoy, former Director of
Grants Programs for Arizona and Maureen West, Director of
Communications and Evaluation, for their contributions during
the fiscal year covered by this report.
Belen K. Gonzalez, MSW Michael Mendel Christine M. Bell Lorie Stringer
Program Director
Program Associate
Office Manager/Executive
Administrative Assistant
Administrative Assistant
28
Beacon
of
Hope
lights up the Indianapolis skyline
NINA MASON PULLIAM
T
he 150-foot Beacon of Hope at the Indianapolis Zoo’s International Orangutan
The legacy of Nina Mason Pulliam centers on her humanitarian values as well as her love of
Center was lit for the first time in March 2014. The orangutan center, which
all creatures and the natural environment surrounding us all. The Beacon of Hope is a perfect
the Trust helped fund with a $1.5 million grant in 2012, opened to the public in May 2014.
extension of that legacy. The Beacon and the International Orangutan Center will help
LED lights illuminate the Beacon at night, which the orangutans turn on, reminding
promote conservation and foster connections between humans and animals.
Indianapolis that there is still hope for the endangered orangutan.
Photo by Brent Drinkut/Courtesy of The Indianapolis Star.
29

the year in - Nina Mason Pulliam Charitable Trust

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