Discerning Trends in Rural Philanthropy

Rick CohenJune 25, 2013

2013 National Rural Assembly

Foundation grants to random sample of rural zip codes

Year Grant dollars % change2011 $ 1,274,917 -6.202010 $ 1,359,239 26.972009 $ 1,070,512 -58.302008 $ 2,567,317 -28.912007 $ 3,611,299 159.402006 $ 1,392,180 -7.302005 $ 1,501,842

Foundation grants to random sample of rural zip codes (by purpose)

Grant recipient/purpose Fdn grant dollars

Religion/churches $ 1,032,685

Health/hospitals $ 3,872,717

Family/youth $ 1,124,675

Libraries $ 693,665

K-12 education $ 417,891

Community economic development $ 325,650

Higher education $ 1,480,038

Land preservation/environment $ 5,056,965

Foundation Investments in Rural CDCs

Year

Total foundation grant/loan

investments

Change from

previous year

Median foundation investment

size

Mean foundation investment

size

Average foundatio

n investment total per organizati

on

2011 $8,989,552 1.09% $20,000 $81,723 $134,172

2010 $8,892,257 -16.9% $12,037 $45,138 $132,720

2009 $10,706,085 12.6% $15,000 $54,877 $159,792

2008 $9,508,578 0.4% $15,000 $49,935 $141,919

2007 $9,466,705 17.8% $15,000 $59,916 $141,294

2006 $8,032,989 -17.9% $10,000 $44,137 $119,895

Foundation Grants for Rural CDCsYear Total

foundation grants

Percent change from previous year

Percentage of tot. fdn . support in loans/PRIs

Median grant size

Mean grant size

Average foundation grant total per organization

2011 $6,727,519 -22.1% 25.2%$17,823 $67,718

$100,411

2010 $8,632,257 -8.5% 2.9%$10,000 $44,727

$128,840

2009 $9,429,006 18.9% 11.9%$15,000 $49,366

$140,731

2008 $7,927,578 18.5% 16.6% $12,500 $40,038 $118,322

2007 $6,691,705 5.1% 29.3% $15,000 $43,453 $99,876

2006 $6,364,314 -18.7% 20.8% $10,000 $37,002 $94,989

Top Foundation GrantmakersFoundation Grant/loan investments

to rural community developers 2006-2011

Percentage of all foundation grant/loan support to rural community developers

Ford Foundation $ 7,145,000 12.1

F.B. Heron Foundation $ 4,152,500 7.0

Mary Reynolds Babcock Foundation $ 4,095,000 6.9

Meyer Memorial $ 3,018,523 5.1

Annie E. Casey Foundation $ 2,965,000 5.0

Bank of America Foundation $ 2,372,250 4.0

W.K. Kellogg Foundation $ 2,339,866 4.0

Kresge Foundation $ 1,900,000 3.2

Wells Fargo Foundation $ 1,529,300 2.6

California Endowment $ 1,391,443 2.4

Marguerite Casey Foundation $ 1,327,500 2.2

Arthur M. Blank Foundation $ 1,236,000 2.1

JP Morgan Chase Foundation $ 1,117,837 1.9

Rasmuson Foundation $ 1,084,490 1.8

Iowa West Foundation $ 1,083,000 1.8

Citi Foundation $ 787,000 1.3

TD Charitable $ 767,500 1.3

Claude Worthington Benedum Foundation $ 760,500 1.3

Dyson Foundation $ 610,000 1.0

Oregon Community Foundation $ 549,504 0.9

Longwood Foundation $ 549,500 0.9

Otto Bremer Foundation $ 522,033 0.9

William Randolph Hearst Foundation $ 500,000 0.8

Wachovia Wells Fargo Foundation $ 485,250 0.8

Community Foundation Fox Valley $ 454,500 0.8

New Hampshire Charitable $ 443,449 0.7

Sandy River Charitable Foundation $ 410,000 0.7

Private Non-Govt Support for Rural CDCs

All rural CDCs (n=93)

2011 2010 2009 2008

Total non-gov’t/non-service support

$45,217,713 $42,275,768 $51,751,188 $39,227,363% change from previous year

6.96% -18.31% 31.93%

Median $145,383 $152,801 $185,873 $152,712

Mean $524,684 $454,578 $554,464 $421,800

Private Non-Gov’t Support (no CA)Rural CDCs except California (n=87)

2011 2010 2009 2008

Total non-gov’t/non-service support

$42,234,353

$38,933,200

$41,075,611

$34,498,082 % change from previous year

8.48% -5.22% 19.07%

Median $155,463 $138,626 $172,804 $124,353Mean $485,452 $447,508 $472,133 $396,529

Foundation grantmaking to/for rural health clinics

Year Tot. grant $ No. grants Av. Grant Median2011 4,039,179$ 55 73,440$ 2010 4,070,312$ 83 49,040$ 2009 6,639,488$ 85 78,112$ 2008 7,451,497$ 101 73,777$ 2007 4,847,920$ 105 46,171$ 2006 5,612,115$ 93 60,345$ 2005 5,049,992$ 81 62,346$ ALL 37,710,503$ 62,555$ 25,000$

Top foundation grantmakers to rural health clinics

Grantmaker Total $ Av. GrantCalifornia Wellness 6,495,000$ 196,818$ California Endowment 2,880,780$ 125,251$ Harry and Jeannette Weinberg Fdb 2,530,000$ 843,333$ California Physicians Service Fdn 2,245,428$ 33,514$ Kate Reynolds Charitable Trust 1,895,884$ 126,312$ Hawaii Community Foundation 1,526,884$ 80,888$ Kresge Foundation 1,300,000$ 650,000$ M.J. Murdock Charitable Trust 1,290,000$ 143,333$ Meyer Memorial 1,285,000$ 183,571$ Duke Endowment 1,223,259$ 174,751$ Blue Cross Blue Shield North Carolina 1,183,185$ 99,598$ Claude Worthington Benedum Fdn 1,155,000$ 192,500$ United Health Foundation 1,035,000$ 517,500$

Top rural health clinic foundation grant recipient states

STATE TOTAL FDN GRANT DOLLARS AVERAGE GRANT SIZE

California $12,658,738 (33.6%) $67,333

Hawaii $5,283,411 $110,071

Oregon $3,612,633 $34,737

North Carolina $3,434,633 $101,018

Texas $2,079,993 $94,515

West Virginia $1,203,000 $100,250

Virginia $1,059,173 $32,096

Private contributions to sample of rural health clinics

2011 2010 2009 2008 2007 2006 2005503,147$ 430,334$ 316,400$ 558,350$ 499,642$ 490,299$ 482,745$

-$ 44,035$ 78,560$ 65,416$ 76,756$ 118,899$ 248,478$ 565,740$ 798,779$ 1,106,648$ 509,671$ 385,913$ 269,306$ 112,203$ 187,574$ 192,513$ 184,404$ 142,342$ 250,258$ -$ -$

-$ -$ -$ -$ -$ 49,893$ -$ 198,500$ 290,946$ 288,413$ 72,051$ 69,781$ 29,494$ 42,595$ 821,256$ 615,557$ 980,509$ -$ -$ 530,119$ -$

3,504,880$ 3,164,318$ 3,193,338$ 2,417,248$ 864,870$ 2,149,235$ 3,261,953$ 316,436$ 685,014$ 385,150$ 393,620$ 382,611$ 304,584$ 232,055$ 203,587$ 328,884$ 381,492$ 402,006$ 463,193$ 220,145$ 169,278$ 137,091$ 397,590$ 213,497$ 48,500$ -$ -$ -$

1,586,891$ 1,874,953$ 2,575,882$ 1,746,166$ 1,922,747$ 1,667,910$ 786,021$ 2,439,685$ 1,987,372$ 606,933$ 4,720,625$ 3,324,175$ 1,987,991$ 1,558,887$

414,832$ 422,981$ 531,733$ 49,161$ 254,748$ 41,240$ 63,231$ 432,373$ 373,037$ 424,891$ 189,844$ 283,180$ 262,732$ 565,849$

63,623$ 47,248$ 171,499$ 125,151$ 112,456$ 97,710$ 169,476$ 1,434$ 18,994$ 106,900$ -$ -$ 221,792$ 229,543$

101,609$ 109,610$ 143,218$ 472,455$ 148,088$ 161,644$ 158,113$ 695,443$ 812,991$ 4,523$ 2,025$ 3,430$ 109,795$ 107,262$ 440,140$ 424,027$ 445,183$ 329,379$ 562,239$ 1,030,181$ 464,411$

TOTAL 12,614,241$ 13,019,183$ 12,139,173$ 12,244,010$ 9,604,087$ 9,742,969$ 8,652,100$

U.S. Foundation Grantmaking Trends

Foundation grantmaking ($b)

Percent change from previous year

Corporate foundation grantmaking ($b)

Percent change from previous year

Independent foundation grantmaking ($b)

Percent change from previous year

2011 46.9 2.63% 5.2 10.64% 33.1 1.84%2010 45.7 6.52% 4.7 6.82% 32.5 5.52%2009 42.9 -5.92% 4.4 0 30.8 -6.67%2008 45.6 6.29% 4.4 0 33.0 6.80%2007 42.9 5.41% 4.4 4.76% 30.9 11.15%2006 40.7 11.83% 4.2 27.8

Major Foundation Grantmaking for Housing/Community Development

2011 2010 2009 2008 2007 2006 2005 2004 2003 2002

% grant $ for housing and shelter

1.2 1.6 1.2 1.3 1.4 1.3 1.5 1.5 1.5 1.5

% grant $ for community dev./imp.

2.7 3.7 3.0 3.1 3.8 3.7 3.5 4.4 3.7 4.2