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Page 1: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

AnnualReport

Page 2: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

3 FromtheFoundation’sLeaders

5 FoundationPrograms

6 Philadelphia’sOfficeofArts,Culture,andtheCreativeEconomy:NewExpectations,NewOpportunitiesby Natalie Pompilio

12 EarlyChildhoodandSchoolFundingEquity:AdvocatesSeektoPreserveMajorPolicyAdvancesinHarrisburgby Dale Mezzacappa

19 RegionalTrailNetworkCouldHelpGreaterPhiladelphiatoReinventItself(Again)by Thomas J. Walsh

26 HistoryoftheFoundation

27 OurFounders

28 FoundingPhilosophies

30 Facts&Figures:FinancialHighlights

32 Facts&Figures:GrantmakingDetails

34 Facts&Figures:AwardsandPayments

36 GrantAwards:Arts&Culture

38 GrantAwards:Children,Youth,&Families

41 GrantAwards:Environment&Communities

44 GrantAwards:OpportunityFund

45 GrantAwards:50thAnniversaryFund

46 MembersoftheCorporationandBoardofDirectors

47 FoundationStaff

Table of Contents

Page 3: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

3 FromtheFoundation’sLeaders

5 FoundationPrograms

6 Philadelphia’sOfficeofArts,Culture,andtheCreativeEconomy:NewExpectations,NewOpportunitiesby Natalie Pompilio

12 EarlyChildhoodandSchoolFundingEquity:AdvocatesSeektoPreserveMajorPolicyAdvancesinHarrisburgby Dale Mezzacappa

19 RegionalTrailNetworkCouldHelpGreaterPhiladelphiatoReinventItself(Again)by Thomas J. Walsh

26 HistoryoftheFoundation

27 OurFounders

28 FoundingPhilosophies

30 Facts&Figures:FinancialHighlights

32 Facts&Figures:GrantmakingDetails

34 Facts&Figures:AwardsandPayments

36 GrantAwards:Arts&Culture

38 GrantAwards:Children,Youth,&Families

41 GrantAwards:Environment&Communities

44 GrantAwards:OpportunityFund

45 GrantAwards:50thAnniversaryFund

46 MembersoftheCorporationandBoardofDirectors

47 FoundationStaff

Table of Contents

Page 4: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

Photo: Chris Leswing

Photo: G. Widm

an for GPTM

C

Page 5: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

StayingFocusedinToughTimes

From the Foundation’s Leaders

conomicturmoilisapervasivefactoflifefornonprofitgroups,pu�licagencies,and

thecommunityatlarge.Underthecircumstances,short-termthinkingisunderstanda�leandinsomecasesverynecessary.Butinanenvironmentlikethis,takingalonger-termviewisalsokey.

Ourorganizationisfortunateto�ea�letotakethisview.Wehaveplacedahighpriorityonmaintainingsta�ilityinourgrant�udget,sowhenthemarket�oomedinrecentyears,wekeptourspendingatasustaina�lelevel,andtherecentslideinthemarketshasnotcausedourgrant�udgettodecline.

Asaresult,weexpectto�ea�letomaintainourcurrentgrantmaking

levelsin2009and2010.Nevertheless,ouroutlookisasuncertainasanyorganizationthatdependsoninvestmentreturns.Barringamajorchangeinthestockmarket,wemayfacetoughchoicesin2011.

Fornow,thisrelativesta�ilityallowsusto�eagileinourapproachtothechallengespresented�ytherecession,whilestayingfocusedonourlong-termstrategiesforregionaladvancement.InthisAnnualReport,we’vehighlightedthreeofourstrategiesthatwe�elievedemonstrateexceptionalpromise,�utalsochallenges.

Philadelphia established a new Office of Arts, Culture, and the Creative Economy in 2008, representing a major step forward

for the cultural community and a long sought-after goal of the Foundation and its partners. Withoursupport,determinedadvocatesmanagedtoraiseexpectationsforthewaysinwhichthecitysupportsitsculturalsector,andintheprocess,gainedanimportantnewallyinCityHall.The�enefitsofthisnewlevelofcitysupporthavethepotentialtohelptheculturalsectorthroughadifficulteconomicperiod,andwillprofoundlystrengthenourcityformanyyearstocome.

For nearly a decade, we’ve invested in targeted strategies to encourage public support for early childhood education and reform of Pennsylvania’s inequitable public school finance system. Theadvocateswe’vesupportedinthesetwoareashaveenjoyedmajorpolicywins

Page 6: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

inrecentyears,securingamajorstatecommitmenttopu�licfundingforawideanddeeprangeofearlychildhoodprograms,and�uildingthepoliticalwillnecessaryforthelegislatureandgovernortofundamentallycorrectPennsylvania’sinequita�leschoolfundingformula.We’reveryproudtohaveplayedaroleintheseachievements,�utwecannotaffordto�esatisfiedwithpastvictories.ThepoliticalandfiscalclimateinHarris�urgischanginginwaysthat

willpresententirelynewchallengestothesepolicyadvances.

Greater Philadelphia boasts an impressive collection of trails. These outdoor amenities are a distinctive feature of the place we call home, but because they are poorly integrated, their full value has not been realized. That’swhywe’resupportingacoalitionofgroupstryingtoweavethesetrailsintoacohesivenetwork,notjustfortheo�viousrecreational�enefits,�ut�ecause

interconnectedtrailshavethepotentialtolinkourcommunities,�reaktheeconomicisolationofunder-servedareas,attractnewresidentstoGreaterPhiladelphia,andgrowourregionaleconomy.

Together,thesethreestoriesdemonstratekeyaspectsofourlong-termvisionforGreaterPhiladelphia,onewhichwe�elieverepresentsour�estopportunitytoensurethatourgranteesandtheregionarepoisedto�enefitwheneconomicrecoveryeventuallycomes.

Sincerely,

TomHaasChair of the Corporation

DavidHaasChair of the Board

FeatherHoustounPresident

Page 7: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

Arts&Culture

Diverse artistic expression is a hallmark of a healthy region. ThroughourArts&Cultureprogram,weprovidevarioustypesofcoreoperatingsupportforartsgroupsandculturalinstitutions,ena�lingthemtopursuetheircreativemissionswithconfidenceintheirorganization’sfuture.Wealsofundworkthat�roadlyadvancestheregion’sculturalsector.Ourfundingstrategiespromoteartisticachievementandencouragepu�licparticipationinandsupportforthearts.

Children,Youth,&Families

When all children and families have access to opportunity, society benefits. OurChildren,Youth,&Familiesprogramfundsworkinourregiontopromotea�etterearlycareandeducationsystem,moreeffectiveandequita�leeducationpolicies,networksofdevelopmentalopportunitiesforolderyouth,andimprovementstothesystemssupportingfamilies.Ourgrantmakingfocuseslargelyoncriticaltransitionsinthelivesofchildrenastheyprogressfrom�irth,throughearlychildhood,andintoyoungadulthood.

Environment&Communities

Healthy ecosystems and communities are essential for a livable and economically competitive region. OurEnvironment&Communitiesprogramusesanintegratedgrantmakingapproachtoenhancethesustaina�ilityoftheregion’secosystemsandoldercommunities.Theprogramseekstofostergreatercross-sectorcolla�orationsthat�uildontheassetsofourregionthroughrevitalizationofitsur�ancoreandprotectionandrestorationofwatersheds,withafocusonkeywaterways.OurEnvironment&Communitiesprogrammakesinvestmentsintendedtocatalyzeinnovationandleadershipintheregion.

Evaluation.We�elievethatlessonsgainedfromourgrantmakingcan�eusedtohelpkeepourworkrelevant,effective,andvalua�letothefieldsinwhichwework.OurFocusonLearningprogramevaluatestheprogressofourfundingstrategiesandcreatesopportunitiestolearnandshareknowledgeacquiredovertime.

Communications.Weviewstrategiccommunicationsasatoolthatcanmaximizetheimpactofourgrants.Whenneeded,theFoundationprovidesfundingandotherassistancetoourgranteestodeveloppracticalcommunicationsapproachesthatadvanceourcommongoals.

rospectivegranteesshouldvisittheFoundationonlineatwww.williampennfoundation.orgfordetailedinformationa�outfundingstrategiesineachofourprogramareas,

eligi�ilityrequirements,andproceduresforsu�mittingaletterofinquiry.

FoundationPrograms

Page 8: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

ostevenings,GarySteuercan�efoundattendingaplay,amusicalperformance,

adancepresentation—ortalkingtocommunitygroups,meetingwithelectedofficials,consultingculturalleaders.

“Youcan’tgotoanartseventandnotseeGary,”saysKarenDavis,presidentandCEOoftheArts&BusinessCouncilofGreaterPhiladelphia.“Iseehimeverywhere.”

Thesenightsfollowlongdays,asSteuer,thedirectorofPhiladelphia’snewlycreatedOfficeofArts,Culture,andtheCreativeEconomy,promotesprojectsviathemedia,givesspeechestoschoolsandprivateorganizations,andtriestohaveaspu�licapresenceashepossi�lycan,allwhilestrivingtodoajo�thatisunprecedentedinPhiladelphia.

“I’mlookingathowIcanusemyowntimeandmy�ullypulpittosendthemessagethattheartsarecriticallyimportanttothecityandtheregionintermsofqualityoflife,tourism,andtheattractionandretentionof�usinesses,”saysSteuer,whopreviouslyservedasaseniorexecutivewithAmericansfor

theArtsandasexecutivedirectorofitsArts&BusinessCouncil.

“Ourlongtermgoalistoincreasethesupportthecityprovidesitsculturalsector.We’reinasituationwhereit’snotinkeepingwiththeam�itions,scale,orqualityoftheartssectorwehave.”

SettingNewExpectations

Philadelphia’sculturalsectordidnotalwayshavesuchro�ustrepresentationinCityHall.Bothlocalandnationalo�serversofthecity’spreviousOfficeofArtsandCulturefoundithadnot�eena�letoadvanceastrategicvisionforthecity’sculturalassetsandmayhavefocusedtoonarrowlyonahandfuloforganizations.1

In200�,then-mayorJohnStreetclosedtheOfficeofArtsandCulture,citing�udgetaryconcerns.Manyoftheoffice’sdutieswerereassignedtothecity’scommercedirector,whileotherswerespreadacrosscitydepartments.

Thearrangementprovedlessthanideal.Withoutsufficientculturalaffairsstaff,thecommercedepartmentwasnota�letoservethecommunity’sday-to-dayneedsfromcitygovernment,andnostrategyexistedtonurturethe

rolecultureplaysinthecity’seconomicwell-�eing.

“TheculturalcommunitywasfeelingalackofsupportinleadershipfromCityHall,”saysPeggyAmsterdam,presidentoftheGreaterPhiladelphiaCulturalAlliance.

Withtheclosureoftheoldoffice,theWilliamPennFoundationandtheCulturalAlliancesawararechanceforaclearplayingfieldonwhichtohelpthecityandtheculturalcommunityexaminenewsystemsandperhapsevenreinventasupportstructureincitygovernment.

Amsterdamsaystheywantedthenextadministrationtocreateanewofficethatwas“verymeaningfulandafocalpointforthecity’sartspolicy.”Withamayoralelectioninprogress,it

Philadelphia’sOfficeofArts,Culture,andthe

CreativeEconomy:New Expectations, New Opportunities

NataliePompiliofor The William Penn Foundation

Opposite Page: Inset photos feature Foundation grantees. From top: Alfom�radeaserín (sawdust carpet) exhibited by Raíces Culturales Latinoamericanas; Scribe Video Center’s Precious Places Community History Project, featuring the Khmer Buddhist Humanitarian Association’s documentary on the Bra Buddha Ransi Temple; Scott Lowe in “Spooky Action” by Miro Dance Theatre.

Page 9: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

urlongtermgoalisto

increasethesupportthecity

providesitsculturalsector.

We’reinasituationwhere

it’snotinkeepingwiththe

ambitions,scale,orquality

oftheartssectorwehave.”

— Gary Steuer, Chief Cultural Officer,

City of Philadelphia

Photo: Lindsay Browning

Photo: Boone Nguyen

Photo: Yolanda Alcorta

Page 10: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

wasanespeciallygoodtimetosetnewexpectations.

TheCulturalAlliancejoinedforceswiththeWilliamPennFoundationtocommissionleadingculturalpolicyexpertsfromtheRANDCorporationtostudyPhiladelphia’ssupportoftheartscomparedtocitiesandregionswithsimilarchallenges,withagoalofseeingwhatPhiladelphiacouldlearnfromtheirexperiences.

Theresultingreport, Arts and Culture in the Metropolis: Strategies for Sustainability, comparedPhiladelphiaand10otherur�anareas,andidentifiedtheneedforastrong,centralizedagencytopromoteartsandculture.

Drawingfromotherregions’�estpractices,theresearchersoutlinedavarietyofdesira�leprinciplesandfunctionsforaprospectivenewoffice.RANDrecommendedthenewofficeserveasacentralpointofcontactfortheculturalsector,alignmorecloselywithfunctionssuchaseconomicdevelopmentandneigh�orhoodrevitalization,andgenerallyplayamoreprominentroleincitygovernment.

Thereportwasreleasedinspring2007,justasahandfulofcandidateswerejockeyingfortheirparties’nominationformayor.

WendyWarren,thentheassistantmanagingeditorofthePhiladelphia Daily News,wrotewhile�loggingthe2007mayoralracethattheRANDreportwas“a�outallowingartstohaveavoicewhen�igdecisionsa�out

thecity’sfuture—schoolsandartseducation,evendevelopment,andtheonepercentforartprograms—are�eingmade.”

To�uildmomentumforthereport’srecommendations,theCulturalAllianceandtheArts&BusinessCouncilheldcandidateforums�oth�eforethemayoralprimaryandagaininSeptem�er,weeks�eforetheregularelection.

Butitwasnotonlyformaladvocacygroupsandculturalorganizationsthatgotinvolved.Citizensandculturalactivistsjumpedintothefrayaswell.

ArmedwiththeRANDreport,MattyHart,aself-descri�ed“culturalworker”andnaturalconvener,organizedatownhallmeetingthat�roughttogethermem�ersoftheculturalsectorwithartsleadersfromDenver,Phoenix,andBaltimore—othercitiesstudiedintheRANDreport.Thegoalofthemeeting

wastoshowPhiladelphia’sculturalcommunityexamplesofwhathad�eenworkinginothercommunities,helpingthemtoenvisionwhattheymightwantfromthenextadministration.

ItalsodemonstratedtothosevyingforPhiladelphia’shighestofficethattheculturalcommunitywasaforceto�ereckonedwith.

“[Mayoralcandidates]sawanincredi�lyenthusiasticcrowdof�00peoplegatheredonaSundaynightfor

apolicydiscussion,”Hartsays.Itwas“aroomfulofvoterssoconcerneda�outtheesta�lishmentofanew,re-understoodofficethatit�ecameapopularmandate.”

Indeed,Amsterdamnotes,“everycandidateformayorcame�ackwithaplatformforartsandculture.That’snever�eendone�efore.Withinthewholeelectioncampaign,itwasoneoftheonlyissueseverysinglecandidaterespondedto.”

ANew,Re-imagined

OfficeTakesShape

DemocratMichaelNutterwonthemayoralraceinNovem�er2007,takingofficethefollowingJanuary.Makinggoodonhiscampaignpromise,heannouncedtheopeningofthecity’snewOfficeofArts,Culture,andtheCreativeEconomy,appointingSteuertothepostofchiefculturalofficerinJuly2008.

8

“[Mayoralcandidates]sawan

incrediblyenthusiasticcrowd

of500peoplegatheredon

aSundaynightforapolicy

discussion;aroomfulof

voterssoconcernedabout

theestablishmentofanew,

re-understoodofficethatit

becameapopularmandate.”

—Matty Hart, arts activist

Arts activist Matty Hart addresses a town hall meeting of the cultural community.

Photo: Denise Perri

Page 11: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

NutterhasgivenSteuerwidelatitudeto�uildtheofficeinawaythatservestheculturalcommunity’sneedsandthecity’sgoals.

“Itwasalmosta�lankslate,”Steuersays.“Iwas�asicallypresentedwith,‘Youhaveatitle.Youhaveanoffice.Nowyou’regoingtohaveto�uildleadership,�uildsupport,andfigureoutwhattheofficeissupposedto�edoing’.”

Nevertheless,Steuerhadanadvantageindeterminingwhathisofficeneededtodo:“IhadthingslikePortfolio[theCulturalAlliance’sannualanalysisoftheeconomicimpactofthearts]andtheRANDreport,soalotoftheworkhad�eendonealready.”

Steueralso�enefitsfromtheguidanceandassistanceofmorethan�0leadersfromtheculturalcommunitywhomakeuptheMayor’sCulturalAdvisoryCouncil.AmsterdamandDavisaremem�ersofthenewlyorganizedgroup,asisMargieSalvante,executivedirectoroftheTheaterAllianceofGreaterPhiladelphia.

“We’vestartedaveryrichconversationwithintheMayor’sCulturalAdvisoryCouncil,”saysSalvante.“Theremaynot�eaproscri�edmenuofthingstheculturalcommunityneedsGarytodo,�uttherearegeneral�igideaslikeadvocacy,funding,andcolla�oration.”

Perhapsmostimportantly,theCouncilprovideswhatSalvante

seesas“agreatopportunityfortheculturalcommunitytocometogetherandgiveinputonpolicyinawaythatallowsustocraftacohesiveagendagoingforward.”

UnderstandingtheCultural

Community’sNeeds

OneofthemostimportanttasksfacingSteuerandthenewofficeistoassessthediverseneedsofPhiladelphia’sculturalorganizations,whichareasvaried

andmultifacetedasthegroupsthemselves.

Somegroupshaveveryspecificwants.LoisWelk,anotherAdvisoryCouncilmem�erwhoisalsodirectorofDance/USAPhiladelphia,

saysthesmalldancecompaniessherepresentsneedhelpwithinfrastructure.Somehavenopaidstaff,meaningdancersare

doingdou�leandtripleduty,shesays.“Weneedtotakethestressandpressureofftheartisticstaffsotheycan�ealltheycan�easartists.”

Meanwhile,JamesFalconi,programmanageroftheAmericanComposers’Forum,sayshisgroupneedshelpreachingagreateraudienceandputtingnewmusiconthesamelevelasotherentertainmentandculturaloptions.

MimiKenneySmith,executivedirectorofVSAArtsofPennsyl-vaniaandartisticdirectorofAmaryllisTheatre,wantstoworkwithSteuertomaketheculturalcommunitymoreaccessi�letopeoplewithdisa�ilities,patronsaswellasperformers.

LouisMassiah,executivedirectorofScri�eVideoCenter,hopesSteuerwillreachouttocommunityartsproducerswhoarenotaffiliatedwithculturalorganizations—likecommercial

9

“Everycandidateformayor

camebackwithaplatform

forartsandculture.That’s

neverbeendonebefore.

Withinthewholeelection

campaign,itwasoneof

theonlyissueseverysingle

candidaterespondedto.”

— Peggy Amsterdam, President,

Greater Philadelphia Cultural Alliance

Peggy Amsterdam looks on as then-candidate Michael Nutter addresses the Greater Philadelphia Cultural Alliance’s membership in a candidates’ forum during the 2007 mayoral campaign.

Photo: Used with perm

ission of the Greater Philadelphia Cultural Alliance

Page 12: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

artistsandfor-profitartsgroups,andthenprovideaninventorythatgoes�eyondnon-profits.

“Whatseemsto�elackingisakindofartsadvocacythatis�asedonthecitizensinsteadoftheculturalorganizationsorphilanthropic�odies,”Massiahsays.“Howdotheneedsofcitizensfactorintothedecisions�eingmade�yculturalorganizationsorthefunders?”

AmsterdamhopesSteuerwill“�ringtogetherthemanyvariedpartsofartsandcultureinthecityunderoneofficethatcanlookattheneedsofthecommunitysothecity�ecomesasupportiveplaceforartiststoliveandwork.”

Thissentimentisechoed�yVeronicaCastillo-Perez,executivedirectorofRaícesCulturalesLatinoamericanas,whosaysthe�iggestchallengeis�ringingallgroupstotheta�leandconvincingthemtoputtheirownagendasaside.Castillo-Perezisexcitedthatsmallerorganizationslikeherswillhaveastrongvoice.

“I’dliketoseereal�rotherlyunity,”shesays.“Oncewedothat,wecangetmorecreativea�outsolvingourimmediatesituations.Onceyougetoverthestressoffightingovercrum�s,youcandoyourjo�.”

TheHeavyLiftingBegins

Withsupportfromthephilanthropicsector,includingtheWilliamPennFoundation,Steuerisalreadytacklingsomeofthemostpressingissuesfacingtheculturalcommunity.

Steueriscolla�oratingwithPennPraxis,theclinicalarmofthe

UniversityofPennsylvania’sschoolofdesign,toinvestigatehowthecitymight�ettersupportandmanageitsinvestmentsinpu�licart.

Inaddition,heisworkingwithArtspaceProjects,anationaldeveloperandmanagerofnonprofitculturalfacilities,toexplorewaystocreatemoreafforda�lespaceforartistsandculturalorganizations.

Anotheridea,stillinitsearlystages,istodeveloparesourcesharingco-op,similartoNewYorkCity’sMaterialsfortheArtsprogram,whichallowstheartsandartseducationcommunitytoaccessaninventoryofdonatedandshareditemstheycanuseintheirwork,suchasfa�ric,furniture,hardware,paint,andarangeofartsupplies.ItisjustoneexampleofaspecificneedSteuerhopesthecitycanaddressinamoremeaningfulway.

Withthecity’sactiveinvolve-ment,anArtsforYouthinitiativewaslaunchedwithlarge-scalephilanthropicsupport.ThePhiladelphiaEducationFund,theFleisherArtMemorial,andPu�licCitizensforChildrenandYouthleadtheinitiative,whichaimsto�ringartseducationandhighqualityculturalopportunitiestoallofGreaterPhiladelphia’schildrenwithin10years.

CarolFixman,executivedirectorofthePhiladelphiaEducationFund,sayshavingSteuerinthemayor’sca�inetalongsidethetopofficialsresponsi�leforeconomicdevelopmentandeducationpolicyisgoodnewsforstudents.

“Thisensuresthemayor’sattentionandmeanstherewill�egreaterattentiontopoliciesthataffectchildren’ssustainedaccesstothearts,”Fixmansays.“Thiswill�etterena�lemorechildrentoparticipateinartsopportunities.”

Steuerisalsodoingagreatdealtoengagewiththeartscommunityandthepu�licat-large.Hehopestoliterallyputtheofficeoutfront,andisplanningamovetothefirstfloorofCityHallthatwouldincludeapu�licartgallerywithchanginginstallationstohighlightdifferentartistsandprojects.

ACheerleaderforCulture

WhoGetstheBiggerPicture

Betweenhiseffortstounder-standandaddresstheculturalcommunity’sneedsandhisresponsi�ilitieswithinthecityadministration,Steuerhasafullload.ButastheArts&BusinessCouncil’sKarenDavisnotes,hehasalsofoundtimeto�ecomeanavidconsumerofPhiladelphia’sculturalofferings,whichhasmadehimanevenstrongeradvocateforthecity’sculturaljewels.

“Wegenuinelyhaveacitythatisunmatched�yanyotherinthecountryintermsofquality,diversity,�readth,anddepthofculturalandheritageassets,”Steuersays.“IwantPhiladelphiato�eseenasoneofthegreatestculturalcitiesintheworld.”

SteuersingsthepraisesofcultureinPhiladelphiawiththe�estofthem,�utculturalleaders

10

Page 13: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

areparticularlyimpressedwiththeextenttowhichherealizescultureisanassetthatneedscareandsupportifitistotrulyservethecity’sinterestsandflourishinitsownright.

“If�usinessandgovernmentwantPhiladelphiatomeetitsfullpotentialasa�usinesscapital,theyneedtosupportitscurrentcapacityasaculturalcapital,”Davissays.“Garytotallyunderstandsthat.”

“Artsandcultureisnotfluff.It’samajoreconomicdriverfortheentireregion,”saysDerickDreher,directoroftheRosen�achMuseum&Li�rary.“Ingoodtimestheartsareimportantandin�adtimesthey’recrucial.”

“Youmaynotcarea�outtheartsatall,�utformanypeopleit’swhattheylookatwhenthey’reconsideringplacestolive,”Steuersays.“When�usinesseslooktoexpandorpeoplelookatjo�s,theylookatculturalassets.”

AmsterdamseesinSteuersomeonewhogetsthe�iggerpicture,anadvocatewhocanhelpothersgaina“generalrecognitionoftheimportanceoftheartsinacommunity.”AccordingtoAmsterdam,

“withoutartsandculture,acityisjustacity.Aneigh�orhoodisjustaneigh�orhood.Whatdistinguishesusfromotherplacesisourdefiniteartsandculturescene.It’sourhistoryandourheritage,andwithoutit,wehavenothing.”

Steuerisheretomakesurethatidearemainssquarelyonthefront�urnerinCityHall.

Natalie Pompilio is a freelance writer based in Philadelphia. She spent more than a decade as a newspaper reporter, working for ThePhiladelphiaInquirer and TheTimesPicayune (New Orleans). She received local and national recognition for her coverage of the war in Iraq and Hurricane Katrina’s devastation of the Gulf Coast. She is a co-author of MorePhiladelphiaMuralsandtheStoriesTheyTell (Temple University Press, 2006).

11

“Wegenuinelyhaveacitythat

isunmatchedbyanyotherin

thecountryintermsofquality,

diversity,breadth,anddepth

ofculturalandheritageassets.

IwantPhiladelphiatobeseen

asoneofthegreatestcultural

citiesintheworld.”

— Gary Steuer, Chief Cultural Officer,

City of Philadelphia

1McCarthy,KevinF.,etal.Arts and Culture in the Metropolis: Strategies for Sustainability.SantaMonica,CA:TheRANDCorporation,2007.

At City Hall, Gary Steuer sits with a sculpture installed by Moore College of Art.

Photo: Used with perm

ission of Philadelphia Inquirer Copyright ©2009. All rights reserved.

Page 14: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

ntilrecently,Pennsylvaniawasoneofthefewstatesinthenationthatcontri�uted

virtuallynomoneyofitsowntowardpreschooleducationoracontinuumofservicesforveryyoungchildren.“Itwasn’ttakenseriously,”saysShellyYanoff,executivedirectorofPu�licCitizensforChildrenandYouth.

Today,however,thecommon-wealthisoneofthenation’sleadersinincreasingchildcaresu�sidiesforlow-incomeparents,offeringsupporttohelpearlychildhoodprovidersmeetahigherstandard,andprovidingsu�stantialfundingtomakehighqualitypre-kindergartenavaila�letothree-andfour-year-oldsatriskofeducationalfailure.

Buildingonimportantground-workesta�lishedduringthepreviousadministration,earlychildhoodadvocateshaveseensignificantprogressinrecentyears.Throughstrategic,relentless,andfocusedadvocacy,com�inedwithvisionaryleadershipfromwithinthecurrentadministration

ofGovernorEdwardG.Rendell,“wehaveputinpositiononeoftheenvia�leearlylearningsystemsinthecountry,”saysJoanBenso,presidentandCEOofPennsylvaniaPartnershipsforChildren.

Thecommonwealthhasalsomaderemarka�leprogressinanotherareawhereithadconsistentlylagged�ehind:adequacyandequityinfundingitspu�licschools.Ithasgonefromastatewithnoformulafordis�ursingeducationaid,andhugespendinggaps�etweenitsrichestandpoorestdistricts,toonecommittedtoprovidingallstudentstheresourcestheyneedforahighqualityeducation�y201�.

Theseadvancescan�eattri�utedinlargeparttotheeffortsofastatewidemovementsparked�ytheadvocacyandgrassrootsorganizingoftheEducationLawCenter,theEducationPolicyandLeadershipCenter,andGoodSchoolsPennsylvania,andcarriedout�yacoalitionofnearly�0othermem�erorganizations.

Whentheschoolfundingformulawasa�andonedin1991andthegapsinspendinggotworse—withtheneedieststudentsgettinglessandless,“therewasnoconstituencyinplacetoprotest,”saysJanisRisch,executivedirectorofGoodSchoolsPennsylvania.“Organizinghelped�uildaconstituency.”

On�othfronts,advocateswhohad�eentoilingtoconvincestatepolicymakersoftheimportanceoftheseissueshavemadesignificant�reakthroughsoverthepastdecade,�utithasnot�eeneasy.

PennsylvaniaBecomesa

LeaderinEarlyChildhood

Education

Powerfullo��ieswiththelegislature’searlongarguedthatfundingpre-kindergarteneducationamountedtostateinterferenceinfamilylife.Thissortofmindsethadlongstymiedfundingforfull-daykindergarten,letaloneamajorcommitmenttopre-school.

EarlyChildhoodandSchoolFundingEquity:

Advocates Seek to Preserve Major Policy

Advances in Harrisburg

DaleMezzacappafor The William Penn Foundation

12

Page 15: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

12

34

56

<–

>

+

hatPennsylvaniahas

doneiscraftasystem

ofearlychildhood

educationthattakes

advantageofallthe

availableresources.

Whenotherstates

aredesigningthese

systems,nowthey

looktoPennsylvania.”

— Anne Mitchell, President,

Early Childhood Policy Resarch

Page 16: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

Theseinterestsalsolinedupagainstanyregulationofearlychildhoodcentersforquality.

“Policymakerstreatedchildcaresimplyasawelfare-to-workstrategy,”saysAnneMitchell,presidentofthenationalconsultingfirmEarlyChildhoodPolicyResearch.“Theydidn’tseeitaspartoftheearlycareandeducationindustry,andtheycertainlydidn’tseeitashavinganythingtodowithchildrenlearning.”

Galvanized�ysignificantphilanthropicsupport,earlychildhoodadvocateswerea�letocoordinateandprofessionalizetheircampaigns.Armedwithstudiesshowingcognitivedevelopmentintheearliestyearsiscrucialtochildren’slaterlearningcapacity,theadvocates

madeacompellingeconomiccase:Everydollarinvestedinqualityearlychildhoodprogramssavesatleastsevendollarsdowntheroadinsuchareasasremedialeducation,socialservices,andprisons.Theydrovehometheirpointwithasophisticatedmediastrategy,usingnon-traditionalspokespersonssuchas�usinessleadersandlawenforcementofficials.Grassrootsorganizersshowedlegislatorsthevalueofqualityprogramsintheirhomedistricts,sponsoredfrequentvisitstoHarris�urg,andfacilitatedletter-writingcampaigns.

Theevidencemovedkeylegislators“fromseeingchildcareas�a�ysittingtoreallyunderstandingthatitplaysapivotalroleinpreparingkidseducationallytostartkindergarten,”saysChristieBalka,directorofchildcareand�udgetpolicyforPu�licCitizensforChildrenandYouth.“Now,we’vemadesomanyvisitstolegislatorsthattheyquotethesestudies�acktous.”

Securinglegislativesupportwasanimportantstep,�utGovernorRendelltookthingstothenextlevel�ysu�stantiallyincreasingthecommonwealth’sfiscalcommitmenttoearlycareandcreatingtheinteragencyOfficeofChildDevelopmentandEarlyLearning(OCDEL),withresponsi�ilityforcoordinatinga�roadslateofprogramsservingyoungchildrenandtheirfamilies.

Theincreasedstateinvestmentshave�eenmultifacetedandcomplementary.Childcaresu�sidiesforlow-incomefamilieswentfrom$1�7millionto$�2�million�etween200�and2008,

increasingthenum�eroffamilies�enefitingfromjust�elow100,000to1�7,000.Andthecommonwealthadded$�9millionofitsownfundstothefederalHeadStartprogram,providingaccessto�,�00additionalchildren.

1�

“Policymakerstreatedchildcare

simplyasawelfare-to-work

strategy.Theydidn’tseeitaspart

oftheearlycareandeducation

industry,andtheycertainlydidn’t

seeitashavinganythingtodo

withchildrenlearning.”

— Anne Mitchell, President,

Early Childhood Policy Research

Photo: Maxine Hicks/The New

York Times/Redux

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Atthesametime,thecommon-wealthworkedtoimprovethequalityofchildcareprovidersandpreschools,largelythroughtheKeystoneSTARSprogram,esta�lishedduringthepreviousadministration.Theprogramworksinpartnershipwithproviderstoengageincontinuousqualityimprove-mentonanum�eroflevels.Ithelpstoassesstheprofessionalpreparationanddevelopmentoftheirstaff;thelearningenvironmentfortheirchildren;theirpartnershipswithfamilyandcommunity;andtheirleadershipandadministration.Likemovieratings,the�etterthecenter,themorestarsitreceives.

Thecommonwealthalsolaunchedamixeddeliverysystemin2007calledPre-KCounts,infusingitwith$8�.�millioninstatefunding.Theprogramsupportshighqualityearlychildhoodeducationfornearly12,000childreninpu�licschools,HeadStartprograms,childcarecenters,andprivatenurseryschoolsthatmeetarigoroussetofstandards.

UndertheleadershipofHarrietDichter,OCDELcreatedacontinuumofearlychildhoodservices.InadditiontoKeystoneSTARS,Pre-KCounts,HeadStart,andChildCareWorks(thestatesu�sidysystem),thereisEarlyIntervention(BirthtoFive),Nurse-FamilyPartnership,andtheParent-ChildHomeProgram.

Underlyingthiscontinuumofservicesisaconvictionthatto�emosteffective,itis�ettertoworkwithexistingprogramsratherthancreatenewones.

StudieshaveshownthatKeystoneSTARS,whichnotonlyratescenters�utprovidestechnicalassistanceandother

servicestohelpthemimprove,hasreversedadeclineinchildcarequalityinjustthreeyears.

OCDELcreatedtheRiskandReachReport,whichtracks

povertyandotherriskfactorsforchildrenineachcountyandoutlinestheavaila�ilityofearlylearningopportunities.Thisincreasedawarenessofthestateofsomeruralcountieshelped�uildpoliticalsupport.

ThestatealsocreatedtheEarlyLearningNetwork,aunifieddatasystemthattrackschildoutcomesacrosspu�liclyfundedprograms.

Pennsylvaniahasalsomadestridesinthenum�erofstudentsattendingfull-daykindergarten.Nationally,a�outhalfofthenation’schildren�enefitfromfull-daykindergarten,�utlessthanathirdofPennsylvania’skidswereenrolledintheseprograms.WithenactmentoftheEducationAccounta�ilityBlockGrant,whichprovidesmorethan$270millioninfundingtoschooldistricts,morethan�0percentofPennsylvania’sstudentsnow�enefitfromfull-daykindergarten.

It’sahugeadvanceforPennsyl-vania’schildren,accordingtoJoanBensoofPennsylvaniaPartnershipsforChildren.“Schoolswithstudentsattendingfull-daykindergartenimprovedtheirreadingproficiencyscores[onstatewidethirdgradeassessments]twiceasmuchasschoolswherestudentsattendedpart-daykindergartenprograms.”

“WhatPennsylvaniahasdoneiscraftasystemofearlychildhoodeducationthattakesadvantageofalltheavaila�leresources,”saysMitchell.“Whenotherstatesaredesigningthesesystems,nowtheylooktoPennsylvania.”

AchievinganEquitable

andAdequateSchool

FinancingSystem

Asforthepoliciesaroundstatefundingforpu�licschoolfinance,highlycoordinatedadvocacyandgrassrootsorganizinghelpedtocatalyzemajorchangestothestatefinancesystemthatwill“�enefiteverydisadvantagedandat-riskstudentinPennsylvania,”accordingtoBaruchKintisch,directorofpolicyadvocacywiththeEducationLawCenter.

Overthepasttwodecades,Pennsylvaniahadallowedlocalpropertytaxestoassumemoreandmoreofthe�urdenofpayingforK–12schools.At�arelyone-third,thestate’ssharewasamongthelowestinthenation(onaverage,statespayhalfofeducationcosts).Asspendinggapsamongdistrictswidened,students,parents,andcommunityleaderstriedto�ringlogicandequitytothestate’sfundingformula.

1�

Insteadofanannualdiscussion

about“whateducationfunding

levelispoliticallyconvenientfor

statelegislators,”thekeydebate

nowisaround“theeducational

opportunitythegovernorandstate

legislatorsowetoPennsylvania’s

schoolchildren.”

— Ron Cowell, President,

Education Policy and Leadership Center

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TheEducationLawCenterjoinedwiththeEducationPolicyandLeadershipCenterandGoodSchoolsPennsylvaniatolaunchastatewidegrassrootsmovementto“addressgapsinachievementandfundingthathavelefthugenum�ersofthecommonwealth’spoorestandmostdisadvantagedchildrenfar�ehindtheirpeers,practicallyensuringtheireducationalfailure,”accordingtoKintisch.

Thesegroupsinitiallysoughtacosting-outstudytodeterminethelevelofresourcesschoolsanddistrictsactuallyneedtoeducatealltheirstudentstostatestandards,andtheenactmentofanequita�lemethodtoprovidethoseresources.

Theircoordinatedadvocacypaidoffin200�whenthelegislaturecommissionedandpaidforacosting-outstudythatevaluatedeachdistrict’sneeds�asedonthecircumstancesoftheir

students,givingadditionalweighttostudentslivinginpoverty,needingtolearnEnglish,andotherlearningchallenges.Therigorousstudy,completedin2007,alsotookintoaccountfactorssuchasadistrict’ssizeandlocaltaxingcapacityandeffort.

Thestudy’sconclusion:Thecommonwealthneededtospend$�.�8�illionmoreperyeartoadequatelyeducateitschildren.

Fueled�ythismomentum,theinitialgrassrootsmovementevolvedintothePennsylvaniaSchoolFundingCampaign,whichnowconsistsofmorethan�0advocacygroupsunitedunderthenotionthat“thestate’sgreatestresponsi�ilityistoassurethateverychildhasahighqualitypu�liceducation.”

TheCampaign,chaired�yRonCowell,presidentoftheEducationPolicyandLeadershipCenterandaformerstatelegislator,has�eenendorsed�yanastonishingarrayofmorethan100organizations,includingschool�oards,la�orunions,localPTAs,religiousgroups,andmanyothers.

Inresponsetothiscoordinatedcampaign,theGeneralAssem�lyactedin2008toincorporatetherecommendationsofthecosting-outstudyintoanewsystemforeducationfundingandaccounta�ility.

GovernorRendellpledgedthestatewouldmeetitsresource

o�ligationswithinsixyears.Educationaidfor2008–09andproposed2009–10included$27�millionand$�18millioninadditionalmoney,respectively,perthisnewformula,representingadownpaymentonclosingtheadequacygap.

Advocatessayit’snothinglessthanaparadigmshift.

Cowellsaysthecosting-outstudyandtheneweducationformula

has“dramaticallychangedthepu�licandpoliticaldiscourse.”Insteadofanannualdiscussiona�out“whateducationfundinglevelispoliticallyconvenientfor

statelegislators,”thekeyde�atenowisaround“theeducationalopportunitythegovernorandstatelegislatorsowetoPennsylvania’sschoolchildren,”hesays.

Thediscussionhasshiftedfrompurepoliticsto“whatdoesittaketoeducateachildandwhatdoesitcost?Thatistherightquestion,”saysSusanGo�reskiofEducationVotersPA,oneofthegroupsparticipatinginthecampaign.

AccordingtoJanisRischofGoodSchoolsPennsylvania,“thenewsystemforeducationfundingandaccounta�ilityfinallygivesthemostdisadvantagedstudentsandcommunitiesachanceforacademicsuccessandthesocialandeconomic�enefitsthatresultfromsuchachievement.”

1�

“Itiscriticalthatallfamilies

haveaccesstohighquality

programsandwe’restill

workingtogetthelegislature

todedicateenoughdollars

todothat.”

— Peg Szczurek, Director of Programs,

Delaware Valley Association for the

Education of Young Children

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SoWhatHappensNext?

Despitethesignificantpolicyachievementsinearlychildhoodandschoolfinancereform,muchislefttodoandthestakesremainhigh.GovernorRendellisleavingofficein2011,and�oththepoliticalandeconomicsituationsremainprecarious,creatingpressurefortheadvocacycommunitytoremainfocused.“Weneedtokeepastatewidecoalitiontogether,”saysCowell.“Moresignificantfundingincreasesarerequiredinthenextseveralyearsandit’scrucialthatthestatemaintainitscommitmenttothecorefundingprinciplesandgoals.”

Advocatesmustalsoremainvigilantintheareaofaccount-a�ility,makingsuretheadditionalfunds“arereallyusedto�enefitdisadvantagedandat-riskstudents,”saysKintisch.

Ontheearlychildhoodfront,advocatesareconfidentthesystemcarefully�uiltoverthepastsixyearsistoostrongto�edismantled.ButDichterherselfpointsoutthatforalltheprogress,justfourin10childrenhaveaccesstoaqualityearlychildhoodprogram,andjusttwoin10toahighqualityone.

“Thereareveryfewhighqualityprograms,andtheyhavelongwaitinglists,”saysPegSzczurekoftheDelawareValleyAssociationfortheEducationofYoungChildren.“Itiscriticalthatallfamilieshaveaccesstohighquality

programsandwe’restillworkingtogetthelegislaturetodedicateenoughdollarstodothat.”

KeystoneSTARSisnowworkingincentersthatserve170,000children.“Theprogramcontinuesto

challengeproviderstodo�etter,”Dichtersays.Centershavemadesteadyprogress.In2007–08,one-quarterofcentersmovedupatleastonestarintheirratings.

Onthepoliticalfront,Dichtersaysitisalsoimportanttomaintainsupportfor“acontinuumofearlychildhoodservices,notasingle-programapproach.”

Rendellagreestheadvocatesmustremainvigilantin�othareas,�ut

especiallyregardingeducationfundingadequacyandequity.“Their�iggest�attleslieahead,whenI’mnotgovernor,”hesays.“It’scrucialthattheadvocacycommunitycarriesthe�all.”

Dale Mezzacappa has reported on education since 1986, most of that time with ThePhiladelphiaInquirer. She is currently contributing editor at ThePhiladelphiaPu�licSchoolNote�ook, a quarterly independent and non-profit publication. Her work has won many local and national journalism awards, including for a series spanning 13 years that followed 112 inner-city sixth grad-ers promised a free college education by a wealthy philanthropist. A former Nieman Fellow at Harvard University, she teaches journalism at Swarthmore College and sits on the board of the Education Writers Association.

17

“Theirbiggestbattleslieahead,

whenI’mnotgovernor.It’s

crucialthattheadvocacy

communitycarriestheball.”

— Ed Rendell, Governor of Pennsylvania

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“Whencitiesmaketheeffort

tointegratetrailsandtrail

connectionsintotheirtransit

androadsystems,theyreap

morethanthebenefitsof

reducingobesityratesand

trafficcongestion.They

revitalizeacommunity’s

economichealth.”

— Keith Laughlin, President, Rails-to-Trails Conservancy

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19

reaterPhiladelphiais“poisedto�eanationalleaderinhowanhistoric,older

Americancitycanreinventitselfthroughtrails”o�servesKeithLaughlin,presidentofRails-to-TrailsConservancy,thenation’slargesttrailsorganization.

Laughlinsaystheregion’sdiversetrails“providea�asisforground�reakingconnectivity,creatinganur�anlink�etweenPhiladelphiaandCamdenandtransitionsfromthecitytothecountryside.”

LocaladvocatesareverymuchinsyncwithLaughlin’sassessment,andareworkingtoadvanceavisionthatwouldtieGreaterPhiladelphia’sexcellent,�utfragmentedtrailsintoaunifiednetwork,creatingopportunitiesnotonlyforrecreationandfitness,�utalsoforeconomicdevelopment,accesstojo�sand

commerce,andahigherqualityoflifeforarearesidents.

Theplansaream�itiousanddonotcomecheap,�utleveragedproperly,asolidnetworkofintegratedtrailscould�ringa�outrealopportunity,withreturnsmanytimesgreaterthantheinvestmentforprojectswithrelativelyquickturnaroundtimes.Giventhesevererecessionandthefederalgovernment’sstrategytodeployresourcesasquicklyaspossi�leonpu�licworks,transitalternatives,economicdevelopment,andpreventativehealth,advocatesseetremendousopportunity.

The�eauty,saythoseinvolved,isthemainingredientsarealreadyinplace—thearea’snaturalcorridorsalongriversandcreeks,a�andonedraillinesthatconnectcommunities,anaturalhumanattractiontothewaterandopenspaces,andtheorganizationand

determinationofthousandsofcommittedvolunteers.

SarahClarkStuartwiththeSchuylkillRiverParkAlliance,hasorganizedacoalitionofnonprofitsseekingtofillinninespecificgapsintheSchuylkillRiverTrail—fromCo��sCreekinSouthwestPhiladelphiatoRox�oroughinthenorthwestpartoftown,crossingintoasignificantchunkofMontgomeryCounty.

UnderStuart’sleadership,theAllianceanditspartnershavehelpedfosterintensecolla�orationamongadvocatesfordifferentsegmentsofthetrailwithinPhiladelphia.Thesecoalition-�uildingeffortshaveinvolvedpricingouttheoptionsandprioritizingdifferentsections.Withasharedvisionofthe�enefitsofaunifiedsystemoftrails,theAlliance’smem�eradvocateshaveengagedinunprecedentedcooperation,

ThomasJ.Walshfor The William Penn Foundation

RegionalTrailNetwork

CouldHelpGreaterPhiladelphia

toReinventItself(Again)

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andinsomecaseshaveagreedtoputtheneedsofothersectionsaheadoftheirowntoadvancethesharedgoalofcompletingtheentiretrail.

ThanksinparttotheAlliance’sefforts,am�itiousplansareintheworksthrough2011alongtheSchuylkillRiver,whichis�eingslowlyreclaimedfromitsheavyindustrialpastwithsteelyresolveandsolidresults.

TheSpineofaNetwork

Fordecades,manyPhiladelphiansandvisitorshaveenjoyedthescenicKellyandMartinLutherKingdrivesandparalleltrails,a�ovetheArtMuseumandextendingeastandwestalongtheSchuylkill.Nationallyknownregattastakeplacethere,andatnightBoathouseRowisasignaturePhiladelphiapostcardsetting.Belowthatfairstretch,however,therivertheDutchcalled“HiddenRiver”livesuptoitsname.

Butinthelastfiveyears,thingshavechangeddramaticallyonthelowerSchuylkillwheretherivermorecloselyhugsCenterCitysouthoftheArtMuseum,downtoLocustStreet.TheSchuylkillRiverPark,alsocalledSchuylkillBanks,isnowfreedfromrestrictiveaccessafteryearsofturmoilwiththeCSXrailfreightcompany,and

teemswithrecreationalusers,fromroller�laderstostrollers.Oneofthemostsignificantpro�lemsitfacesisovercrowding.

Stuartestimatesthe1.2-milestretchfromtheFairmountWaterWorkstoLocustSt.seesanywherefrom1�,000to1�,000userseachweek.

“What’sveryexcitingtomeisthatforthefirsttime,there’saconnectiontothepu�lic,”o�servesKaySykora,directoroftheSchuylkillProject,whichfocusesonthewaterfront�etweentheneigh�orhoodsofEastFallsandManayunk.“Itissortofexpected,ratherthanastruggle.Onceyouraisethe�arofexpectationonapu�liclevel,the

resourcesfollowthat.Rightnowthefundingstreamsarenotallthere,�utthiseconomywillpass.”

Sykora’sneigh�orhood,northwestofCenterCity,isvitaltotheplantoaddresstheweaklinksintheriver’schainofcitytrails,whichcollectivelywillcosta�out$21milliontosoldertogether.Herhillyur�anenclave,withasuccessfulandrevitalizedMainStreet,isnestledonafascinatingpartoftheSchuylkill,witholdfactoriesconvertedtocondosandseveralsoaring,arched�ridgesripeforclassicrails-to-trailsdevelopment.Those�ridgesalsoconnectwithaffluentLowerMerionTownshipinMontgomeryCounty,whererails-to-trailsprojectshavealready�eenfunded,runningfromthea�andonedCynwyd

20

Giventhesevererecession

andthefederalgovernment’s

strategytodeployresources

asquicklyaspossibleonpublic

works,transitalternatives,

economicdevelopment,and

preventativehealth,advocates

seetremendousopportunity.

Photo: R. Kennedy for GPTM

C

Schuylkill River Trail, Center City Philadelphia.

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trainstationdowntotheriver,throughtwohistoriccemeteries,totheManayunkBridge.

“Inthiscase,theenergyfromLowerMerionisdrivingPhiladelphia,”Sykorasays.The�ridgeprojectwillcosta�out$700,000,andthetownshiphasalreadyproduceditshalf.“Thisspringandsummerwe’llhavea�ettersenseofourownfunding.Ittakestimeforthepushto�ecomereality.Thegoodnewsiswehaveeveryone’sattention.”

“Itwould�eafantasticconnection�etweenthetwocommunitiesthatcurrentlydoesn’texist,”saysSykora.“AlotofpeoplewouldlovetogotoManayunkwithoutdrivingandparking.”

Much�iggernum�ersareinvolvedtoaddressamuch�iggerpro�lemnear�y—infact,thehighestpriorityidentified�ythepartnerorganizations—whereKellyDriverunsawkwardlyintoRidgeAvenue.Onlythemostcommittedcyclistsandpedestrians�ravethetinypathwaythatcurrentlyexists,dodging�usesandthemanypeoplewaitingforthematalargeSEPTAdepot.

Thesolutioncould�eanew�ridgeforthetrailovertheWissahickon,orcantileveringatrailofftheexisting�ridgethatendsinanareainfrontofthePhiladelphiaCanoeClu�(possi�lyontheriver�ankattheconfluenceofthe

WissahickonandtheSchuylkill,withinFairmountPark),�utanysolutionwill�epricey.Aninitialengineeringstudycost$200,000,andtheestimateto�uilditismorethan$�.�million.

HeadingsouthastheriverrunstowardtheDelawareRiverconfluence,thenext�iggoalistoconnecttheSchuylkillBankswiththenewSouthStreetBridge,withfullaccessata�outthesametimethe�ridgeopensinacoupleofyears.JoeSyrnick,directoroftheSchuylkillRiverDevelopmentCorp.,saysthatlinkwill�eintheformofa1�-footconcrete�oardwalk,partiallyextendingoverthewater.Itisindesignphasesrightnow,andexpectedtorequire$�millioninfunding.

OthergoalsonthesouthernendincludeatrailextendingfromSouthStreet,downtheeast�ankoftheSchuylkillaroundGraysFerryAvenue,whichisstillapartoftownwithplentyofactiveindustry,andcrossingovertherivertohistoricBartram’sGardenonthewestside.Syrnicksaysanenormous,swivel-mountrailroad�ridge,longa�andonedandstandingintheriverlikesome�rooding,post-apocalypticicon,is�eingeyedforre-useasthatconnection.

Intheend,completingthegapswouldproduce19continuousmilesofaccessi�leriverfrontontheSchuylkillinPhiladelphia.ThetrailwouldextendtoFortMifflinand“wouldconnectsomehowtothePhiladelphiasideoftheTinicumMarsh,ortheJohnHeinzWildlifeRefuge,”accordingtoSyrnick.

Syrnickreferstothe�8thStreetConnector,whichwouldstartjustsouthofBartram’sGardenandheadwest—a�outamileandahalfofur�anstraightawaythatwouldservetoconnecttheriverwiththeCo��sCreekarea,withitsparks,golfcourses,andgreenways.

AtthePennsylvaniaEnviron-mentalCouncil,thedesignfor

21

“Itwouldbeafantastic

connectionbetweenthe

twocommunitiesthat

currentlydoesn’texist.”

— Kay Sykora, Director,

The Schuylkill Project

Photo: Hillary Adam

A rail bridge offers a potential trail connection between Lower Merion Township and the Manayunk section of Philadelphia.

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22

Map: Used w

ith permission, Schuylkill River Heritage Area

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the�8thStreetConnectorisactuallyintheworks,thanksto$1�2,000ingrantsfromthestate’sDepartmentofConservationandNaturalResourcesandthe“TakeMetotheRiverInitiative,”withfundingfromtheWilliamPennFoundationthroughtheDelawareValleyRegionalPlanningCommission.

The�8thStreetdesigncould�einplacewithinayear,andadvocatesenvisionanoff-roadtrail,parallel�utseparatefromthestreet,withapathononeside,orperhapsagenerousandsafeparkwaymedian.Thisprojectisagoodexampleofthekindof�ig-picturethinkingthatwillintegratetrailsnotjustwithinthecity,orregionally,�utevenstatewide.

TracingtheSchuylkillRivertothewestofPhiladelphia,advocatesseeenormouseconomicpotential,�utkeygapsinthetrailmakeitdifficultforcommunitiestorealizeitsfulleconomicimpact.

“Thelongerthetrail,themorelikelyyouaretogetovernightvisitors,”saysKurtZwikl,executivedirectorofthePottstown-�asedSchuylkillRiverNational&StateHeritageArea,whichencompassestheSchuylkillRiverWatershedthroughoutSchuylkill,Berks,Chester,Montgomery,and

Philadelphiacounties.“That’sjustcriticaltomakingthiswork.”

Withallsectionsofthetrailcomplete,userswould�ea�leto

ridefornearly1�0continuousmiles,intersectingseveralothermajortrails,includingtheiconicAppalachianTrail.

Atrailnetworkofthatmagnitudewould�easignificantlurefortouringcyclists,translatingintoovernightstaysandmoredollarsforthe�usinessesandcommunitiesalongthetrail.Italladdsuptoastrongcasethattrailsprovideeconomicstimulus.

ThePromiseofaBetter

QualityofLife

TotheeastofCenterCity,trailuserscantraversetheBenjaminFranklinBridgeonanelevated,well-maintainedwalkway.Whattheyhavetypicallyfoundontheothersidearetheur�anstreetsofCamden,withoutmuchaccommodationforpedestriansorcyclists.Butthatischanging,thankstotheeffortsoftheCooper’sFerryDevelopmentAssociationanditspartners,theNewJerseyConservationFoundation,CamdenGreenways,Inc.,andtheRails-to-TrailsConservancy.Together,theyareworkingtocreateaCamdengreenwayoflinearparksandtrailsthatwillconnectusersfromtheBen

FranklinBridgetoexistingtrailsthroughoutCamdenand�eyond.

“Everyoneseemstounderstandthatatrailnetworkwouldreally�enefitthisarea,”saysJaco�A.Gordon,Esq.,projectmanagerandin-housecounselforCooper’sFerryDevelopmentAssociation,acrosstheDelawareinCamden.“We’re�eenworkingwithNewJerseyDepartmentofTransportationandtheirconsultantsonafeasi�ilitystudyforthepotentialtrailalignmentforthenetwork,connectingtheBenFranklinBridgeanddowntownCamdentoexistingtrailsinCooperRiverParkandtheUlyssesS.WigginsParkPromenadealongtheDelaware.”

Gordonsaysthealignmentisnearingcompletion,integratinginputfrommanylocalandregionalstakeholders.Onceavisionplanhas�eencreated,theplanwill�esplitinto“individualchunkstocreateanetworkfromCamdenintothesu�ur�s,whileconnectinganchorinstitutions”suchasRutgersCamden,CooperUniversityHospital,andCamp�ellSoupCompanytotherestofSouthJerseyandPhiladelphia.TheCamdenCountyOpenSpaceCommissionhaspledgedfinancialassistancein�eginningimplementationoftheplan.

TheextensivetrailnetworkwoulduseCamdenasitshu�,fed�yregionaltrails,includingapedestrian-and�ike-friendly

2�

Withallsectionsofthetrail

complete,userswouldbeable

toridefornearly130continuous

miles,intersectingseveralother

majortrails,includingtheiconic

AppalachianTrail.

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BenjaminFranklinBridge.“Wehavea�roadvisionforanetworkthatgoesthroughCamdentoPhiladelphia,�utalsotheSouthJerseysu�ur�s,likespokesoffawheel.Weseethemastransportationavenues,notjustrecreation.”

Buttrailsdomorethanjustcreaterecreationopportunities,proponentssay.Theyoffera�etterqualityoflife,givingpoorerareasmoreaccessi�ilitytoresourcesandnewconnections,literallyconnectionstoeconomiclife.

“Whencitiesmaketheefforttointegratetrailsandtrailconnectionsintotheirtransitandroadsystems,”saysKeithLaughlinofRails-to-TrailsConservancy,“theyreapmorethanthe�enefitsofreducingo�esityratesandtrafficcongestion.Theyrevitalizeacommunity’seconomichealth.”

NowhereisthisconceptmorerelevantthaninCamden,amongthepoorestcitiesin

America,whereresidentshavelong�eenisolatedfromtheirsurroundingcommunities�yman-made�arriers,includingmajorhighwaysthatpreventsafepedestrianor�icycletraffic.Alocaltrailnetworkwouldhelpleverageprivateinvestmentalongtheircorridors,sparkingeconomicgrowthintheseredevelopingneigh�orhoods.“Ifyougetlinearparkswithtrailsthatleadtoplaces,thatreally�ecomesthe�ack�oneforsomeseriousinvestment,”saysGordon.

Localadvocatesalsohaveavisionofpeopleusingaregionaltrailnetworktoconnecttojo�sandcommercialactivity.AvisittoanyofCamden’sexistingtrailsdemonstratesthepossi�ilitiesinherentinthatvision.Despitethelimitedconnectivitythatcurrentlyexists,residentsalreadyusethetrailsintheseways,asevidenced�yusersdressedinallmannerofworkuniformsor

returninghomewithgroceries.

Gordonisconfidentthatthereisandwillcontinueto�estrong�ackingforaregionalvisionof

networkedtrails.“That’sthe�eautyoftrails,”Gordonsays.“You’regoingtohavelotsofcooperation�ecausetherearesomany�enefits.”

2�

“Wehaveabroadvisionfora

networkthatgoesthrough

CamdentoPhiladelphia,but

alsotheSouthJerseysuburbs,

likespokesoffawheel.We

seethemastransportation

avenues,notjustrecreation.”

— Jacob A. Gordon, Esq.

Cooper’s Ferry Development Association

Photo: Jacob A. Gordon, Cooper’s Ferry Developm

ent Association

Planning has begun to expand Camden’s Wiggins Park Promenade to include similar linear parks with trails in the North Camden and Cramer Hill sections of the city. Via the Ben Franklin Bridge, these trails would help connect Philadelphia to a vibrant regional network of trails in South Jersey.

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AnUrbanAppalachianTrail

PatrickStarr,seniorvicepresidentofthePennsylvaniaEnvironmentalCouncil,isleadingGreaterPhiladelphia’seffortstocompletetheEastCoastGreenway—perhapstheultimateeconomicdevelopmentprojectnotinvolvingcarsorhouses,whichwouldextendfromCanadaandMainetoKeyWest,thesouthernmostpointoftheUnitedStates.Itwouldlinkeverymajorcityontheeasternsea�oardand,accordingtotheproject’swe�site,morethan21percentoftheroute“isalreadyonsafe,traffic-freepaths.”

“We’renotasfaralongassomestatesintermsofdesignatingandcompletingpartoftheGreenway,”Starrsays.“ButIthinkwe’remakinggoodprogress.It’sahugeadvancetoactuallyhaveanagreementa�outtheproposedalignment,andwehopetohavethat�ysummer.We’regettingthere.”

StarrsaystheSchuylkillRiverTrailis“acriticallyimportantconnection”fortheGreenway,whichStuartcalls“asortofur�anAppalachianTrail.”Likethetheoreticalinterestanddividendsaccumulatedandre-investedinastockportfolio,“anetworkthatworkstogethercompoundsitsusageandisveryimportant,”Starrsays.

AndthatmeansconnectingtheSchuylkilltotheDelawareRiver.Thoughplentyofattentionis�eingpaidtotheCentralDelawarewaterfront,thenorthend,fromAlleghenyAvenueallthewayuptoBucksCounty,is�uzzingwithplansandworkontrailandriverfront�etterment.

TheDelawareRiverCityCorporationisatthecenterofthat�uzz.Foundedin200�,theorganizationisworkingcloselywiththePennsylvaniaEnvironmentalCounciltoweavetogetheracomplexmixoffederal,state,local,andprivatefunding.

Fivemajorprojectsareunderwayfor11milesoftrails,whichwouldalso�eapartof

theEastCoastGreenway.LiketheSchuylkilltrail,thisstretchalsohaspro�lematicgapsthatneedfilling.ThePennsylvaniaEnvironmentalCouncilhasprovided$22�,000forfeasi�ilitystudiesonhowto�estaddressthesegaps.

In2008,constructionwascompletedonthefirstphaseofahalf-mileextensionoftheexistingtrailinPennypack

ontheDelawareParkundertheauspicesoftheDelawareRiverCityCorporation.Myriadotherprojectslinkingtheunder-appreciated,large,andwoodedPennypackCreekareintheworks,includingcleanupeffortsandparksrejuvenation,allintendedtoextendtheGreenwayandre-uselocalriverresourcesthroughoutneigh�orhoodsthatweredecayingfordecades,�uthaveoflate�eenshowingsignsofresidentialrevitalization.

ATrueRegionalBenefit

Forthefirsttime,aregionalnetworkoftrails,linkedwitheachotherandtotheEastCoastGreenway,appearsto�ewithinGreaterPhiladelphia’sreach.

AdvocatesalongtheSchuylkillandDelawareRiverswillcontinuetheireffortstoconvincethepu�licandregionaldecision-makersitisworthcapitalizingonGreaterPhiladelphia’strails�ytakingthefinalstepstounitetheminanetworkthathaseconomic,social,andenvironmental�enefitsgreaterthanthesumofitsparts.

“Asawhole,it�ecomesatrueregional�enefit,”saysStuart.

2�

Forthefirsttime,aregional

networkoftrails,linkedwith

eachotherandtotheEastCoast

Greenway,appearstobewithin

GreaterPhiladelphia’sreach.

Thomas J. Walsh is a Philadelphia area freelance writer. He has been a staff writer for several

local and national newspapers and business news websites, receiving recognition for economic

development coverage at the PhiladelphiaBusinessJournaland for coverage of the gaming and

tourism industries at the RenoGazette-Journal. A frequent contributor to PlanPhilly.com, he

has written for the University of Pennsylvania’s Knowledge@Wharton and consults for several

regional economic development agencies.

Page 28: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

n19��OttoandPhoe�e

HaascreatedthePhoe�e

WatermanFoundation

toprovidefortheir

philanthropicconcerns,

specificallyreliefinpost-War

Europe,scholarshipsforfatherless

children,andsupportformedical

andeducationalinstitutions.

TheFoundation’sdevelopment

wasmadepossi�le�ythe

increasingsuccessofthe

RohmandHaasCompany.

Overthenextdecade,the

Foundationwassupported�ygifts

fromthefamilyandcontinuedto

reflectthepersonalphilanthropic

interestsofOttoandPhoe�eHaas.

In19��,asannualgrantsexceeded

$100,000,theFoundationhiredits

firstdirector.

UponMr.Haas’deathin19�0,

theFoundationreceivedthe�ulk

ofhisestate;Mrs.Haascontinued

aprogramofregulargiftstothe

Foundationuntilherdeathin

19�7.Duringthisperiod,Ottoand

Phoe�e’ssons,JohnC.andF.Otto,

headedtheFoundation’s�oard.

WhentheFoundation’snamewas

changedtotheHaasCommunity

Fundin1970,annualgrantswere

$�.�million.Withinanother

fouryears,grantshaddou�led

to$7millionperyearandthe

HaasfamilyrenamedtheFund

theWilliamPennFoundation,

commemoratingthe17th-

centuryQuakerwhosepursuit

ofanexemplarysocietyledto

thefoundingofPhiladelphia,

theCityofBrotherlyLove.

Throughoutitshistory,the

Foundation’sgrantmakinghas

focusedonarangeoftopics,

includingartsandculture,human

development,conservationand

restoration,communityfa�ric,

education,andtheenvironment.

In2001,theFoundationundertook

aplanningprocessinconsultation

withvariousstakeholdersin

thecommunitiesthatitserves.

Theresultsreaffirmedthe

Foundation’scommitmentto

improvingthequalityoflifein

theGreaterPhiladelphiaregion

andledtotheesta�lishmentof

newgoalsandprioritiesforits

currentgrantmakingprograms:

Arts&Culture;Children,Youth,

&Families;andEnvironment&

Communities.

Overtheyears,presidentshave

includedRichardBennett,Harry

Cerino,KathyEnge�retson,Janet

Haas,andBernardWatson.Twoof

OttoandPhoe�e’sgrandsonsnow

serveaschairofthecorporation

(ThomasHaas)andchairofthe

�oardofdirectors(DavidHaas).

TheFoundation’scurrentpresident,

FeatherO.Houstoun,hasservedin

thatpositionsince200�.

2�

HistoryoftheFoundation

Page 29: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

ttheageof1�,German-

�ornOttoHaaslearned

Englishwhileworkingas

a�ankclerktosupporthis

widowedmotherandyounger

si�lings.Hedidn’tknowitthen,�ut

hisnewfoundlanguageskillswould

eventuallyhelphimcreateoneof

theworld’slargestmanufacturersof

uniquespecialtychemicals.

Clerkingatthe�ankandworking

withaGermandyeandchemical

manufacturerprovidedMr.Haas

withthesavingsheneededto

emigratetotheUnitedStates,and

hedidsoin1901,�eforetheage

of�0.Withinafewyears,Dr.Otto

Rohm,afriendfromGermanywho

wasdevelopinganewproductfor

thetanningindustry,askedMr.

Haasifhecouldhelphimwithhis

�usiness.Mr.Haasagreed,and

helpedinvestigatetheneedsof

leathertannersintheUnitedStates

�eforereturningtoGermanytohelp

Dr.Rohmdevelopthenew�usiness.

Mr.HaasreturnedtotheUnited

Statesin1909toesta�lishthefirst

American�ranchofthefledgling

RohmandHaaspartnership

inPhiladelphia,acenterofthe

tanningindustry.Theventure

wasasuccess,and�y1912there

wasa�ranchinChicago.In191�,

marketsinSouthAmericawere

readyforthenewapproachto

tanning,andMr.Haassetout

onatriptoesta�lishofficesthere.

OntheshiptoSouthAmerica,Otto

HaasmetDr.Phoe�eWaterman,

anastronomeronherwaytoan

assignmentatano�servatoryin

Argentina.BornontheNorth

Dakotafrontier,shewasthe

daughterofanarmylieutenant

colonelpostedtoFortTottento

re�uildthetroopsreplacingCuster’s

regimentafterLittleBigHorn.

EducatedatVassarandBerkeley,she

hadearnedanM.A.inmathematics

andastronomyandwasamong

thefirstwomentoearnaPh.D.in

astronomyattheBerkeley/Lick

O�servatory.Phoe�eWatermanand

OttoHaasweremarriedin191�.

TheRohmandHaasCompany

continuedtoprosperinsu�sequent

decades,thankstothefirm’s

concentrationonchemicalsthat

haduniqueindustrialproperties

andthehardworkofitsemployees.

Mr.Haas’personalconcernforhis

employeesandhisfinancialpolicies

ena�ledthecompanytosurvivethe

Depressionwithoutreducingits

workforce.WorldWarIIcoincided

withthecompany’sdevelopmentof

Plexiglas,aproductwell-suitedfor

airplanecockpitenclosures.

Foracentury,theRohmand

HaasCompanycreatedinnovative

technologiesusedinscienceand

industry,anddevelopedproductsto

enhanceperformanceofelectronics,

paintandcoatings,detergents,

personalcareproducts,adhesives,

andplastics.Thecompany’s

expertiseinspecialtychemicals

waswidelyrecognized.In2008,the

RohmandHaasCompanyagreed

tomergewithTheDowChemical

Companyandthetransactionclosed

inthesecondquarterof2009.

WhyWilliamPenn?The Foundation is named for the 17th-century Quaker whose pursuit of an exemplary society and understanding of human possibilities led to his founding of Philadelphia, the City of Brotherly Love.

27

OurFounders

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OurValues

Stewardship: TheFoundation’sfunds�elongtothecommunityatlarge.Mem�ers,directors,andstaffactastrustworthyandresponsi�lestewardsofthesefunds,seekingtodirectresourceswithwisdomandcompassion.Theystrivetoensurethatourgrantmakingisnotonlyrelevant,effective,andefficient,�utalsomindfuloftheopportunitygap�etweenlow-incomeresidentsandtheirmoreadvantagedpeers.

Respect for Others:Mem�ers,directors,andstaffvalueandrespectallpersons,recognizingthatpersonsofdisparategender,race,age,religion,economiclevel,sexualorientation,andcapacitycontri�utemeaningfullytoourworld.Allpersonsaretreatedwithhonesty,integrity,andfairness.

Commitment to Collaboration: Participationofthepu�lic,aswellasthatofothergrantmakersandFoundationdirectorsandstaff,issoughttoclarifyissuesofcommunityconcernandisfacilitatedthroughourroleasaconvener.Collegialrelationships,colla�oration,discussion,de�ate,andexchangeofinformationareencouraged.

Learning: Grantees’accomplish-mentsandtheFoundation’sactivities,includingevaluationandeducationefforts,providemeanstopromotelearningandconveyinformationtointerestedothers.Foundationmem�ers,directors,andstaffvaluelearningopportunitiesthatenhancethewell-�eingoftheregionanditscitizens.

Communication: CommunicationsadvancetheFoundation’smission�yenhancingtheimpactofourgrantmakingandtheeffectiveuseofourresources.Mem�ers,directors,andstaffvalueclarity,coherence,andsimplicityincommunications.Theylistenandseektolearnfromothersinordertofunctionwithmaximumefficacy.

28

FoundingPhilosophies

OurVision

dvancinga

dynamic,

diverseregion

withmeaningful

opportunity.

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OurPrinciples

Long-Term Focus: Wefocusonworkthatwillstrengthentheregion’svia�ilityandsustaina�ilityforthelongterm,ratherthanconfiningoureffortstoshort-termgoals.

Integration: Wheneverpossi�le,weintegrategrantmakingthroughoutrural,su�ur�an,andur�anareasofthePhiladelphiaregionandacrossFoundationgrantmakingcategories.

Achievability: Wesupportworkthatis�asedonsoundo�jectivesandmeasurementpractices,isam�itious�utachieva�le,andisrelevanttoourgrantmakingcapacitytocontri�ute.Weunderstandthatsuccessispredicatedonthepresenceofsocialcapitalandvia�lepartnersandonsharingandapplyinginsightslearnedfrompreviousworkinthefield.

Leverage: Wefocusonworkthathasamultipliereffect;weseekpointsofleverage,includingalignmentofinterestsacrosstheprivateandpu�licsectors.

Relevance:Weregularlyandconsistentlyaskourcommunityforinformationregardingsignificantchallengesfaced�yourregionandforfeed�acka�outthevalueandeffectivenessofourworkandtherelevanceofourplannedfuturedirections.

29

OurMission

oimprovequalityof

lifeintheGreater

Philadelphiaregion

througheffortsthat

fosterrichcultural

expression,strengthen

children’sfutures,and

deepenconnectionsto

natureandcommunity.

Inpartnershipwith

others,weworkto

advanceavital,just,

andcaringcommunity.

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�0

Facts & Figures 2008

StatementsofFinancialPosition* Years ended December 31, 2008 and 2007

Assets 2008 2007

Cash $ 98,793 $ 413,810

Investments 984,217,755 1,462,657,995

Securities lending collateral 85,616,748 84,126,155

Program-related investments 5,500,000 5,500,000

Other assets 353,225 1,096,666

Property and equipment, net 369,474 152,629

Pension plan assets, net 661,293 1,557,830

Total assets $ 1,076,817,288 1,555,505,085

LiabilitiesandNetAssets

Federal excise tax payable $ — $ 269,720

Grants payable, net 47,373,342 31,706,123

Securities lending collateral obligations 85,616,748 84,126,155

Post-retirement health care benefits 1,967,186 1,571,851

Deferred federal excise tax 0 587,729

Accrued expenses and other liabilities 210,151 212,470

Total liabilities 135,167,427 118,474,048

Unrestricted net assets, before change 941,649,861 1,435,155,298

Net change, FAS 158 NA 1,875,739

1,437,031,037

Total liabilities and net assets $ 1,076,817,288 $ 1,555,505,085

*Because the Foundation’s annual audit was not complete at press time, this statement is unaudited as presented.

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�1

StatementsofActivities* Years ended December 31, 2008 and 2007

Revenues 2008 2007

Interest $ 2,960,861 $ 4,249,290

Dividends 35,374,902 29,765,924

Grants from Otto Haas Charitable Trusts 27,294,110 27,050,347

Net realized and unrealized gains (losses) (469,340,415) 109,424,551

Total revenue (403,710,542) 170,490,112

Grantsmadeandoperatingexpenses

Grants made 78,555,818 61,020,459

Program administration and general expenses 5,073,841 4,328,119

Investment expenses 5,440,755 6,142,474

Federal excise tax and income taxes 1,313,908 5,830,710

Total grants made and operating expenses 90,384,322 77,321,762

Change in net assets (494,094,864) 93,168,350

Add: FAS 158 changes, net 0 1,875,739

Total change in net assets (494,094,864) 95,044,089

Unrestricted net assets at beginning of year 1,437,031,037 1,341,986,948

Unrestricted net assets at end of year $ 941,649,861 $ 1,437,031,037

*Because the Foundation’s annual audit was not complete at press time, this statement is unaudited as presented.

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�2

Letters of Inquiry Received 325

Eligible Proposals Received 262

New Grants Approved 250

Dollars Awarded for New Grants (excluding small and matching gifts)1 $81,292,899

Active Grants from Prior Years 189

Total Active Grants 439

Total Payments on Grants (excluding small & matching gifts) $62,974,512

1 Does not include secondary or tertiary grant area information on grants shared between more than one grant area.

2008GrantFacts

Facts & Figures 2008

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��

Number Number of Total 2008 2008 Total of New Active Grants- Active New Payments on Grants1 Prior Years Grants Appropriations2 Active Grants2

Arts & Culture 64 41 105 $15,847,893 $13,885,142

Children, Youth, & Families 68 43 111 $32,956,878 $21,560,868

Environment & Communities 82 90 172 $18,897,550 $21,452,696

Opportunity Fund 34 13 47 $12,206,328 $5,043,681

50th Anniversary 2 2 4 $1,384,250 $1,032,125

2008 Totals 250 189 439 81,292,899 $62,974,512

¹Does not include secondary or tertiary grant information on grants shared between more than one program area.

²Does not include small and matching gifts appropriations totaling $1,370,406.

NewandActiveGrants,2008

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��

Children, Youth, & Families

$21,560,86834.3%

Arts & Culture

$13,885,142 22.1%

50th Anniversary

$1,032,125 1.6%

Opportunity Fund

$5,043,681 8%

Environment & Communities

$21,452,696 34%

GrantPaymentsbyCategory*

Facts & Figures 2008

*Does not include small and matching gifts appropriations totaling $1,370,406.

Page 37: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

��

40383634323028262422201816141210

86420

National

(mill

ions

of d

olla

rs)

Statewide Regional Suburban County

PhiladelphiaCitywide

PhiladelphiaNeighborhood

2006 2007 2008

90

85

80

75

70

65

60

55

50

45

40

35

30

25

20

15

10

5

0Under

$50,000

(num

ber o

f gra

nts

awar

ded)

$51,000 – $100,000

$101,000 – $250,000

$251,000 –$500,000

$501,000 –$999,000

$1,000,000 –$6,000,000

Over $6,000,000

2006 2007 2008

GrantDollarsAwardedbyGeographicAreaServed,2006–2008

GrantDollarsAwardedbyOrganizationalIncomeLevel,2006–2008

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��

Arts&Culture

Grant Awards 2008

Kimmel CenterPhiladelphia, PA$17�,��0over�months$�2�,2�0over2�months

Koresh Dance CompanyPhiladelphia, PA$��,979over12months

Mendelssohn Club of PhiladelphiaPhiladelphia, PA$��,000over8months

Mid Atlantic Arts Foundation, Inc.Baltimore, MD$7�,000over22months

Miro Dance TheatrePhiladelphia, PA$1��,000over�1months

Moonstone, Inc.Philadelphia, PA$82,�00over12months

Musicopia, Inc.Philadelphia, PA$82,�00over12months$79,200over�months

National Guild of Community Schools of the Arts, Inc.New York, NY$��,000over12months

New Paradise Laboratories Theatre, Inc.Philadelphia, PA$202,�1�over27months

Nonprofit Finance FundNew York, NY$�2�,�8�over12months

OMG Center for Collaborative LearningPhiladelphia, PA$82,�00over�months$�70,800over12months$�00,000over12months1

Opera Company of PhiladelphiaPhiladelphia, PA$1,12�,000over��months

Orchestra 2001, Incorporated Philadelphia, PA $277,�18over��months

Penn Praxis, Inc. Philadelphia, PA $82,�00over�months

Pennsylvania Ballet Association Philadelphia, PA $900,000over�7months

Pew Charitable Trusts Philadelphia, PA $���,000over��months

Philadelphia Art Alliance Philadelphia, PA $87,��8over�months

Philadelphia Dance Company Philadelphia, PA $���,��0over28months

Philadelphia Mural Arts Advocates2

Philadelphia, PA $1�8,�00over12months

Philadelphia Orchestra Association Philadelphia, PA $��0,000over8months

Philadelphia Young Playwrights, Inc. Philadelphia, PA $297,��0over�0months

Pig Iron Theatre Company, Inc. Philadelphia, PA $�91,0�0over��months

Public Citizens for Children and Youth3 Philadelphia, PA $1,18�,�2�over��months

11th Hour Theatre CompanyHatboro, PA$��,000over8months

Academy of Natural Sciences of PhiladelphiaPhiladelphia, PA$27�,000over19months

Act II Playhouse, Ltd.Ambler, PA$82,�00over12months

American Academy in RomeNew York, NY$128,2�0over�1months

American Association of MuseumsWashington, DC$100,000over11months

American Composers ForumSt. Paul, MN$�2�,�89over�2months

American Philosophical SocietyPhiladelphia, PA$2�7,�00over�1months

Artspace Projects, Inc.Minneapolis, MN$7�,000over�months

Association of Children’s MuseumsWashington, DC$�0,000over12months

Atwater Kent MuseumPhiladelphia, PA$718,09�over��months

BalletXPhiladelphia, PA$82,�00over8months

Barnes FoundationMerion, PA$100,000over�months

Chorus America Association of Professional Vocal EnsemblesWashington, DC$1��,��0over1�months

Civil War and Underground Railroad Museum of PhiladelphiaPhiladelphia, PA$82,�00over2�months

Clay StudioPhiladelphia, PA$2�0,000over19months

Community Arts CenterWallingford, PA$��1,�8�over��months

Curtis Institute of MusicPhiladelphia, PA$�00,000over17months

First Person Arts, Inc.Philadelphia, PA$��1,1��over�0months

Samuel S. Fleisher Art Memorial, Inc. Philadelphia, PA $81,�00over12months

Fund for Philadelphia, Inc.Philadelphia, PA$1�,000over12months

Gay Community Center of PhiladelphiaPhiladelphia, PA$��,�00over29months

Grantmakers in the ArtsSeattle, WA$7,�00over�months

Greater Philadelphia Chamber of Commerce Regional FoundationPhiladelphia, PA$82,�00over�months

Historical Society of PennsylvaniaPhiladelphia, PA$���,29�over12months

1SharedwithChildren,Youth,&Families 2SharedwithChildren,Youth,&Families�SharedwithChildren,Youth,&Families

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�7

Kimmel CenterPhiladelphia, PA$17�,��0over�months$�2�,2�0over2�months

Koresh Dance CompanyPhiladelphia, PA$��,979over12months

Mendelssohn Club of PhiladelphiaPhiladelphia, PA$��,000over8months

Mid Atlantic Arts Foundation, Inc.Baltimore, MD$7�,000over22months

Miro Dance TheatrePhiladelphia, PA$1��,000over�1months

Moonstone, Inc.Philadelphia, PA$82,�00over12months

Musicopia, Inc.Philadelphia, PA$82,�00over12months$79,200over�months

National Guild of Community Schools of the Arts, Inc.New York, NY$��,000over12months

New Paradise Laboratories Theatre, Inc.Philadelphia, PA$202,�1�over27months

Nonprofit Finance FundNew York, NY$�2�,�8�over12months

OMG Center for Collaborative LearningPhiladelphia, PA$82,�00over�months$�70,800over12months$�00,000over12months1

Opera Company of PhiladelphiaPhiladelphia, PA$1,12�,000over��months

Orchestra 2001, Incorporated Philadelphia, PA $277,�18over��months

Penn Praxis, Inc. Philadelphia, PA $82,�00over�months

Pennsylvania Ballet Association Philadelphia, PA $900,000over�7months

Pew Charitable Trusts Philadelphia, PA $���,000over��months

Philadelphia Art Alliance Philadelphia, PA $87,��8over�months

Philadelphia Dance Company Philadelphia, PA $���,��0over28months

Philadelphia Mural Arts Advocates2

Philadelphia, PA $1�8,�00over12months

Philadelphia Orchestra Association Philadelphia, PA $��0,000over8months

Philadelphia Young Playwrights, Inc. Philadelphia, PA $297,��0over�0months

Pig Iron Theatre Company, Inc. Philadelphia, PA $�91,0�0over��months

Public Citizens for Children and Youth3 Philadelphia, PA $1,18�,�2�over��months

11th Hour Theatre CompanyHatboro, PA$��,000over8months

Academy of Natural Sciences of PhiladelphiaPhiladelphia, PA$27�,000over19months

Act II Playhouse, Ltd.Ambler, PA$82,�00over12months

American Academy in RomeNew York, NY$128,2�0over�1months

American Association of MuseumsWashington, DC$100,000over11months

American Composers ForumSt. Paul, MN$�2�,�89over�2months

American Philosophical SocietyPhiladelphia, PA$2�7,�00over�1months

Artspace Projects, Inc.Minneapolis, MN$7�,000over�months

Association of Children’s MuseumsWashington, DC$�0,000over12months

Atwater Kent MuseumPhiladelphia, PA$718,09�over��months

BalletXPhiladelphia, PA$82,�00over8months

Barnes FoundationMerion, PA$100,000over�months

Chorus America Association of Professional Vocal EnsemblesWashington, DC$1��,��0over1�months

Civil War and Underground Railroad Museum of PhiladelphiaPhiladelphia, PA$82,�00over2�months

Clay StudioPhiladelphia, PA$2�0,000over19months

Community Arts CenterWallingford, PA$��1,�8�over��months

Curtis Institute of MusicPhiladelphia, PA$�00,000over17months

First Person Arts, Inc.Philadelphia, PA$��1,1��over�0months

Samuel S. Fleisher Art Memorial, Inc. Philadelphia, PA $81,�00over12months

Fund for Philadelphia, Inc.Philadelphia, PA$1�,000over12months

Gay Community Center of PhiladelphiaPhiladelphia, PA$��,�00over29months

Grantmakers in the ArtsSeattle, WA$7,�00over�months

Greater Philadelphia Chamber of Commerce Regional FoundationPhiladelphia, PA$82,�00over�months

Historical Society of PennsylvaniaPhiladelphia, PA$���,29�over12months

1SharedwithChildren,Youth,&Families 2SharedwithChildren,Youth,&Families�SharedwithChildren,Youth,&Families

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�8

Children,Youth,

&Families

Grant Awards 2008

Red Heel Theater Company, Inc. Philadelphia, PA $82,�00over�months

Rosenbach Museum & Library Philadelphia, PA $8�0,000over28months

Jeanne Ruddy and Dancers, Inc.Philadelphia, PA$��,201over�months

Schuylkill Center for Environmental Education Philadelphia, PA $�27,��0over��months

Taller Puertorriqueño, Inc. Philadelphia, PA $10,000over�months

Theatre Alliance of Greater Philadelphia Philadelphia, PA $�00,000over28months

Theatre Exile Company Philadelphia, PA $9�,�00over1�months

University of Pennsylvania – Annenberg Center for the Performing Arts Philadelphia, PA $82,�00over2months$70�,000over�1months

University of Pennsylvania – Museum of Archaeology and Anthropology Philadelphia, PA $82,�00over11months

University of the Arts Philadelphia, PA $27�,000over��months

VSA Arts of Pennsylvania Philadelphia, PA $82,�00over8months

Walnut Street Theatre Corporation Philadelphia, PA $27,�00over12months

Wilma Theater, Inc. Philadelphia, PA $8�8,000over�7months

ACORN Institute New Orleans, LA $1��,000over2�months

Attic Youth Center Philadelphia, PA $��2,000over��months

Berks County Intermediate Unit Reading, PA $1,800,000over��months

Big Brothers Big Sisters Southeastern Pennsylvania Philadelphia, PA $289,8�0over��months

Big Picture Company Providence, RI $1�9,��0over1�months

Brandywine Health Foundation Coatesville, PA $82,�00over12months

Business Center at New Covenant Campus Philadelphia, PA $82,�00over2�months

Center for Literacy, Inc. Philadelphia, PA $��9,���over18months

Arts&Culture,

Continued

Grant Awards 2008

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�9

Children’s Hospital of Philadelphia Philadelphia, PA $��8,17�over28months

Civil Society Institute, Inc. Newton, MA $�00,000over2�months

Community Foundation for the National Capital Region Washington, DC $29,000over12months

Community Legal Services, Inc. Philadelphia, PA $7�0,000over��months

Congreso de Latinos Unidos, Inc. Philadelphia, PA $1,8�1,090over��months

Crozer-Chester Foundation Upland, PA $1,97�,7��over��months

Delaware Valley Association for the Education of Young Children Philadelphia, PA $�90,�00over2�months

Diversified Community Services, Inc. Philadelphia, PA $�2�,�1�over��months

Education Law Center Newark, NJ $199,980over2�months

Education Law Center - PA Philadelphia, PA $2��,8�2over��months$1,0��,800over2�months

Education Policy and Leadership Center Harrisburg, PA $772,9�9over2�months

Education Voters Institute Washington, DC $82,�00over12months

Foundations, Inc. Moorestown, NJ $29�,800over��months

Free Library of Philadelphia Philadelphia, PA $7�,�2�over12months

Girls Inc. of Greater Philadelphia and Southern New Jersey Philadelphia, PA $82,�00over2�months

Good Schools Pennsylvania Philadelphia, PA $28�,8��over2�months

Greater Philadelphia Urban Affairs Coalition Philadelphia, PA $��0,�00over��months$�8,�9�over9months

Hispanics in Philanthropy4 San Francisco, CA $1��,000over2�months

Institute for Safe Families Philadelphia, PA $220,000over2�months

Keystone Research Center, Inc. Harrisburg, PA $1�2,800over12months

Maternity Care Coalition Philadelphia, PA $�90,�00over2�months

Mazzoni Center Philadelphia, PA $2�7,�00over��months

National Nursing Center Consortium, Inc. Philadelphia, PA $��,000over12months

National Women’s Law Center Washington, DC $�00,000over2�months

�SharedwithEnvironment&CommunitiesandOpportunityFund

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�0

National Youth Employment Coalition, Inc. Washington, DC $�0,�00over9months

New Jersey Academy for Aquatic Sciences, Inc. Camden, NJ $27�,��0over��months

Nonprofit Finance Fund New York, NY $�07,�81over2�months$2,�7�,�20over2�months

North Penn Valley Boys and Girls Club, Inc. Souderton, PA $82,�00over��months

OMG Center for Collaborative Learning Philadelphia, PA $81,�92over12months$1��,���over17months$�00,000over12months�

Parent-Child Home Program, Inc. Garden City, NY $��0,9�8over2�months

PathWaysPAHolmes, PA $2��,�00over2�months

Pennsylvania Charter School Foundation West Chester, PA $82,�00over12months

Pennsylvania Partnerships for Children Harrisburg, PA $7�0,000over��months

Philadelphia Early Childhood Collaborative Philadelphia, PA $��0,000over10months

Philadelphia Education Fund Philadelphia, PA $�1�,000over��months�$1�7,0�7over12months$779,80�over��months$��,000over12months

Philadelphia Mural Arts Advocates7 Philadelphia, PA $1�8,�00over12months

Philadelphia Youth Network Philadelphia, PA $�,9�0,000over��months

Philadelphia’s Children First Fund Philadelphia, PA $�00,000over12months$79,�79over12months

Public Citizens for Children and Youth8 Philadelphia, PA $1,18�,�2�over��months

Public Health Management Corporation Philadelphia, PA $191,800over�1months$82,�00over2�months$�82,0�7over�0months

Research for Action, Inc. Philadelphia, PA $82,�00over12months

Resources for Human Development, Inc. Philadelphia, PA $�28,000over��months

Rutgers University Foundation – Center for Children and Childhood Studies Camden, New Jersey $�08,2�9over2�months

Saint Joseph’s University Philadelphia, PA $�0�,�1�over2�months

�SharedwithEnvironment&Communities7SharedwithArts&Culture

�SharedwithArts&Culture 8SharedwithArts&Culture

Children,Youth,&Families,Continued

Grant Awards 2008

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�1

To Our Children’s Future With Health, Inc. Philadelphia, PA $�0�,900over��months

United Communities Southeast Philadelphia Philadelphia, PA $�02,�00over12months

United Way of Southeastern Pennsylvania Philadelphia, PA $�0�,000over12months$9��,�92over��months$��0,000over��months9

University of Pennsylvania – Graduate School of Education Philadelphia, PA $82,�00over10months$��2,���over�8months$��,010over20months

Women’s Health & Environmental Network10

Philadelphia, PA $20,000over12months

Youth United for Change Philadelphia, PA $82,�00over12months

10,000 Friends of Pennsylvania Philadelphia, PA $��2,000over18months

Academy of Natural Sciences of Philadelphia Philadelphia, PA $82,�00over12months

American Littoral Society Highlands, NJ $��0,000over2�months$��0,000over2�months

Avenue of the Arts, Inc. Philadelphia, PA $��,000over12months

Brandywine Conservancy, Inc. Chadds Ford, PA $1��,000over12months$��0,000over2�months

Camden Churches Organized for People Inc. Camden, NJ $82,�00over12months

Camden City Garden Club, Inc. Camden, NJ $82,�00over12months

Center City District Philadelphia, PA $82,�00over12months

Center for Architecture Philadelphia, PA $27�,000over2�months

Center for Whole Communities Fayston, VT $22,000over12months

Citizens for Pennsylvania’s Future Harrisburg, PA $1,000,000over18months

City of Philadelphia – Managing Director’s Office Philadelphia, PA $7�,000over�months

Clean Ocean Action, Inc. Highlands, NJ $1��,000over2�months

Clean Water Fund Philadelphia, PA $27�,000over2�months

Conservation Resources, Inc. Chester, NJ $18�,000over2�months

Consumer Credit Counseling Service of Delaware Valley Philadelphia, PA $82,�00over��months

9SharedwithEnvironment&Communities10SharedwithEnvironment&Communities

Environment&Communities

Grant Awards 2008

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�2

Environment&Communities,Continued

Grant Awards 2008

Cooper’s Ferry Development Association, Inc. Camden, NJ $��0,000over18months

D&R Greenway Land Trust, Inc. Princeton, NJ $��,000over12months

Delaware River City Corporation Philadelphia, PA $1��,000over18months

East Falls Development Corporation Philadelphia, PA $220,000over18months

Environmental Defense Fund, Inc. New York, NY $27�,000over2�months

Environmental Law Institute Washington, DC $1��,000over2�months

Food Trust Philadelphia, PA $220,000over2�months

Fund for Philadelphia, Inc. Philadelphia, PA $��1,2�0over12months

Funders’ Network for Smart Growth and Livable Communities, Inc. Coral Gables, FL $22�,000over18months

Greater Camden Partnership Inc. Camden, NJ $��,000over18months

Greater Philadelphia Urban Affairs Coalition Philadelphia, PA $82,�00over12months

Greenpoint Manufacturing and Design Center Brooklyn, NY $82,�00over9months

GreenSpace Alliance, Inc. Philadelphia, PA $281,000over18months

GreenTreks Network, Inc. Philadelphia, PA $220,000over18months$��,000over�months

Heritage Conservancy Doylestown, PA $��0,000over2�months$��,000over8months

Hispanics in Philanthropy11

San Francisco, CA $1��,000over2�months

Hunterdon Land Trust Alliance Flemington, NJ $��,000over12months

Keystone Conservation Trust Radnor, PA $1��,000over2�months

Keystone Research Center, Inc. Harrisburg, PA $1��,000over12months

Lancaster Farmland Trust Strasburg, PA $��0,000over12months$220,000over12months

Natural Lands Trust, Incorporated Media, PA $�17,000over2�months$�8�,000over2�months

Neighborhood Gardens Association – A Philadelphia Land Trust Philadelphia, PA $82,�00over9months

New Jersey Conservation Foundation Far Hills, NJ $��,000over12months

11SharedwithChildren,Youth,&FamiliesandOpportunityFund

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��

New Jersey Future, Inc. Trenton, NJ $82,�00over12months$��2,000over2�months

New Manayunk Corporation Philadelphia, PA $��0,000over2�months$82,�00over9months

OMG Center for Collaborative Learning Philadelphia, PA $82,�00over17months

Partners for Sacred Places, Inc. Philadelphia, PA $82,�00over12months

Penn Praxis, Inc. Philadelphia, PA $82,�00over�months

PennEnvironment Research and Policy Center Philadelphia, PA $82,�00over12months

Pennsylvania Association for Sustainable Agriculture Millheim, PA $220,000over18months

Pennsylvania Downtown Center, Inc. Harrisburg, PA $10,000over12months

Pennsylvania Horticultural Society Philadelphia, PA $2,000,000over2�months

Pennsylvania Parks and Forests Foundation Harrisburg, PA $2�,000over12months

Pew Charitable Trusts12 Philadelphia, PA $1,2�0,000over��months

Philadelphia Association of Community Development Corporations Philadelphia, PA $200,000over18months

Philadelphia Education Fund13 Philadelphia, PA $�1�,000over��months

Philadelphia Parks Alliance Philadelphia, PA $220,000over18months

Philadelphia University – The Design Center Philadelphia, PA $82,�00over9months

Pinchot Institute for Conservation Washington, DC $82,�00over1�months

Pinelands Preservation Alliance, Inc. Southampton, NJ $2�8,�00over2�months

Preservation Alliance for Greater Philadelphia Philadelphia, PA $82,�00over18months

Schuylkill Headwaters Association Pottsville, PA $220,000over2�months

Schuylkill River Greenway Association Pottstown, PA $7��,000over2�months1�$7�,700over1�months

Smart Growth America Washington, DC $��0,000over18months

1�Sharedwith�0thAnniversary12Sharedwith�0thAnniversary1�SharedwithChildren,Youth,&Families

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��

OpportunityFund

Grant Awards 2008

Smith Memorial Playground and Playhouse, Inc. Philadelphia, PA $82,�00over12months

Stony Brook-Millstone Watershed Association Pennington, NJ $82,�00over12months

Stroud Water Research Center Avondale, PA $�00,000over2�months

Temple University – Center for Sustainable Communities Ambler, PA $��0,000over18months

Tri-State Transportation Campaign, Inc. New York, NY $82,�00over12months

Trust for Public Land – Mid-Atlantic Region New York, NY $82,�00over12months

Trust for Public Land – New Jersey Field Office Morristown, NJ $��,000over12months

Unemployment Information Center Philadelphia, PA $82,�00over18months

United Way of Southeastern Pennsylvania Philadelphia, PA $��0,000over18months$��0,000over��months1�

University of Pennsylvania – Institute for Urban Research Philadelphia, PA $78,100over12months

University of Pennsylvania – Morris Arboretum Philadelphia, PA $��0,000over2�months

Welcoming Center for New Pennsylvanians Philadelphia, PA $82,�00over12months

White Dog Community Enterprises Philadelphia, PA $110,000over18months

Women’s Health & Environmental Network16

Philadelphia, PA $20,000over12months

Center City District Philadelphia, PA $2�0,000over18months

Chesapeake Bay Trust Annapolis, MD $�,000over12months

Committee of Seventy Philadelphia, PA $82,�00over�months$��0,000over2�months

Delaware Valley Grantmakers Philadelphia, PA $��,000over2�months

Free Library of Philadelphia Philadelphia, PA $1�,�00over12months

Greater Philadelphia Chamber of Commerce Regional Foundation Philadelphia, PA $��0,000over2�months$��7,�00over2�months

Hispanics in Philanthropy17 San Francisco, CA $1��,000over2�months

1�SharedwithChildren,Youth,&Families1�SharedwithChildren,Youth,&Families

17SharedwithChildren,Youth,&Families

andEnvironment&Communities

Environment&Communities,

Continued

Grant Awards 2008

Page 47: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

��

50thAnniversary

Fund

Grant Awards 2008

Historic Philadelphia, Inc. Philadelphia, PA $82,�00over12months

Independent Sector Washington, DC $100,000over9months

Kimmel Center Philadelphia, PA $8,2��,000over��months

National Constitution Center Philadelphia, PA $82,�00over1month

OMG Center for Collaborative Learning Philadelphia, PA $�9,�00over�months

Pew Charitable Trusts Philadelphia, PA $��,000over�months

Philadelphia Foundation Philadelphia, PA $10,000over12months

Reading Terminal Market Corporation Philadelphia, PA $7,�00over12months

Temple University – Institute of Public Affairs Philadelphia, PA $�7,100over9months

University of Pennsylvania – Fels Institute of Government Philadelphia, PA $��,198over�months$1�0,�00over12months

University of Pennsylvania – Graduate School of Education Philadelphia, PA $1��,000over12months$82,�00over�months

University of Pennsylvania – Morris Arboretum Philadelphia, PA $7�0,000over��months

WHYY, Inc. Philadelphia, PA $288,7�0over18months

Fairmount Park ConservancyPhiladelphia, PA$18�,2�0over12months

Pew Charitable Trusts18 Philadelphia, PA$1,2�0,000over��months

Schuylkill River Greenway Association19

Pottstown, PA$7��,000over2�months

18SharedwithEnvironment&Communities19SharedwithEnvironment&Communities

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MembersoftheCorporation

ThomasHaasChair

DavidHaas

DuncanHaas

FrederickHaas

JanetHaas

WilliamHaas

BoardofDirectors

DavidHaasChair

FrederickHaasVice Chair and Secretary

MichaelBailin

JamesGately

WilliamHaas

GaryHack

ChristineJames-Brown

Bar�araLawrence*

DanielMeyer

HowardMeyers

Jo-AnnaMoore

LiseYasui

*Term ended January 2009

MembersoftheCorporation

andBoardofDirectors

��

heWilliamPennFoundationisdirected�yacorporationcomposedofHaasfamilymem�ersanda�oardwithfamilyandpu�licdirectors.

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FeatherHoustounPresident

Arts&Culture

OliveMosierDirector

W.CourtenayWilsonProgram Officer

LeslieGainesResearch Associate

Children,Youth,&Families

RonnieL.Bloom,Esq.Director

CandaceE.Bell,Ph.D.KellyS.WoodlandProgram Officers

Eliza�ethMcClearnProgram Associate

Environment&Communities

GeraldineWangDirector

AndrewJohnsonShawnMcCaneyDianeSchrauthProgram Officers

PatrickSherlockProgram Associate

Evaluation&Research

HelenDavisPicherDirector

SandraAdamsProgram Associate

Communications

BrentThompsonDirector

KarenOttCommunications Associate

Administration

BruceBergenDirector, Finance and Administration

Bar�araA.ScaceDirector, Grants and Office Administration

EdwardWagnerIT Manager

SuzanneFrederickHuman Resources Consultant

Investments

MaDoeHtunChief Investment Officer

G�engaOladejiInvestment Analyst

AlexisYushioCoxFinancial Associate

AdministrativeSupport

PaolaBlankMonicaGallagherDonnaHer�erthHillaryMurrayNyzingaPattersonKerriRichardson

FoundationStaff

�7

Page 50: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

he Foundation would like to thank the

following organizations for graciously sharing

many of the beautiful images used in this Annual

Report: Cooper’s Ferry Development Association, the

Greater Philadelphia Cultural Alliance, the Greater

Philadelphia Marketing and Tourism Corporation,

Lower Merion Township, Miro Dance Theatre,

Denise Perri Photograpahy, Raíces Culturales

Latinoamericanas, the Schuylkill River Heritage

Area, and Scribe Video Center.

Special thanks to Jacob A. Gordon of Cooper’s Ferry

Development Association for the front and inside

cover photographs.

Acknowledgements:Design . . . . . Laura Hutton / Keith Ragone Studio, Inc.Proofreader/Copyeditor . . . . . . . . . . . . . . Krista HarrisPrinting . . . . . . . . . . . . . . . . . . . . . . Michael Prestagord Frantz Lithographic ServicesPrinted on Astrolite PC, 100% post-consumer waste

Page 51: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

�9

Page 52: Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our strategies that we elieve demonstrate exceptional promise, ut also challenges. Philadelphia

�0

TwoLoganSquare,11thFloor

100North18thStreet

Philadelphia,PA19103

Phone:215.988.1830

Fax:215.988.1823

[email protected]

www.williampennfoundation.org