Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our...
Transcript of Annual Report - Indiana University · In this Annual Report, we’ve highlighted three of our...
AnnualReport
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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
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
Photo: Chris Leswing
Photo: G. Widm
an for GPTM
C
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
�
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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
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.
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Evaluation.We�elievethatlessonsgainedfromourgrantmakingcan�eusedtohelpkeepourworkrelevant,effective,andvalua�letothefieldsinwhichwework.OurFocusonLearningprogramevaluatestheprogressofourfundingstrategiesandcreatesopportunitiestolearnandshareknowledgeacquiredovertime.
Communications.Weviewstrategiccommunicationsasatoolthatcanmaximizetheimpactofourgrants.Whenneeded,theFoundationprovidesfundingandotherassistancetoourgranteestodeveloppracticalcommunicationsapproachesthatadvanceourcommongoals.
rospectivegranteesshouldvisittheFoundationonlineatwww.williampennfoundation.orgfordetailedinformationa�outfundingstrategiesineachofourprogramareas,
eligi�ilityrequirements,andproceduresforsu�mittingaletterofinquiry.
FoundationPrograms
�
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.
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
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.
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“[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
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
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“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
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
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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).
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“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.
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
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<–
>
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hatPennsylvaniahas
doneiscraftasystem
ofearlychildhood
educationthattakes
advantageofallthe
availableresources.
Whenotherstates
aredesigningthese
systems,nowthey
looktoPennsylvania.”
— Anne Mitchell, President,
Early Childhood Policy Resarch
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
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
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
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
“Whencitiesmaketheeffort
tointegratetrailsandtrail
connectionsintotheirtransit
androadsystems,theyreap
morethanthebenefitsof
reducingobesityratesand
trafficcongestion.They
revitalizeacommunity’s
economichealth.”
— Keith Laughlin, President, Rails-to-Trails Conservancy
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)
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.
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.
22
Map: Used w
ith permission, Schuylkill River Heritage Area
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.
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.
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.
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
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
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.
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.
�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.
�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.
�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
��
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
��
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.
��
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
��
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
�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
�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
�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
�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
�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
�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
��
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
��
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
��
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
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.
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
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
�9
�0
TwoLoganSquare,11thFloor
100North18thStreet
Philadelphia,PA19103
Phone:215.988.1830
Fax:215.988.1823
www.williampennfoundation.org