ATHERTON FAMILY FOUNDATION 2013 ANNUAL REPORT

Transcription

1 ATHERTON FAMILY FOUNDATION 2013 ANNUAL REPORT

2 ATHERTON FAMILY FOUNDATION 2013 ANNUAL REPORT contents Foundation History... 3 Year in Review Foundation Grants... 8 Five-Year Comparative Summary of Grants...17 Grant Application Guidelines...18 Scholarship Program...19 This report includes a representation of one of the world s rarest stamps, the 1851 missionary. These stamps were used during the Hawaiian Monarchy by American missionaries stationed in Hawai i to send news to their friends and relatives in New England. 2

3 Directors and Officers OFFICERS FROM LEFT TO RIGHT: Robin S. Midkiff VICE PRESIDENT Frank C. Atherton VICE PRESIDENT AND TREASURER Judith M. Dawson PRESIDENT Joan H. Rohlfing VICE PRESIDENT AND SECRETARY Paul F. Morgan VICE PRESIDENT Patricia R. Giles VICE PRESIDENT 2

4 History of the Atherton Family & Foundation JULIETTE M. ATHERTON Juliette M. Atherton, the widow of Joseph B. Atherton, expressed her commitment to the welfare of the people of Hawai i with the creation of the Juliette M. Atherton Trust. On December 21, 1915, Mrs. Atherton transferred 20 percent of the outstanding shares of the Atherton Estate to her children, Charles H. Atherton, Mary A. Richards and Frank C. Atherton. The 1,500 shares would be held in trust to continue the charitable work that Mrs. Atherton was vitally interested in throughout her life. Mrs. Atherton originally retained the right to amend or revoke the Trust. In 1921, the Trust became an irrevocable charitable trust when she gave up her rights and amended the governing documents. This action was taken in recognition of the exemplary service performed by the Trustees, and that they and succeeding Trustees would perpetuate the Trust s philanthropic purposes as intended by Mrs. Atherton. The Deed directed that the Trust income be used for: grants, loans and other forms of payment toward assisting in the establishment, maintenance, or promotion of such religious, charitable, educational, benevolent, scientific, or other purposes, works, or enterprises, whether public or private, including schools, colleges, hospitals, asylums, homes and the like institutions and objects for the public benefit, and including also the support and education of individuals during their attendance at any educational institution, and whether to corporations, associations or other organizations or any private individual or individuals, as the Trustees shall in each case in their discretion and of their own volition approve. FRANK C. ATHERTON Frank C. Atherton, business executive and philanthropist, was born in Honolulu on July 1, He was the son of industrialist Joseph B. Atherton and Juliette M. Atherton, daughter of pioneer American missionaries to Hawai i. Mr. Atherton attended Wesleyan University in Middletown, Connecticut. Upon his return to Hawai i, he entered the world of finance and later became interested in industry. Like his forebears, he devoted much of his time to religious and civic works. On December 24, 1935, 10 years prior to his death, he established the Frank C. Atherton Trust to continue his support of religious, educational, and charitable programs and organizations. Grants and donations from the Frank C. Atherton Trust were primarily used to support charitable projects and programs in the state of Hawai i. In accordance with the purposes expressed in the Trust agreement, grants were for: the making of donations, contributions, subscriptions, loans and other forms of payment for or toward assisting the establishment, maintenance and/or promotion of such religious, scientific, educational and other charitable purposes and enterprises whether public or private, including churches, societies, schools, colleges, hospitals, asylums, homes and like institutions and object for the public benefit. Mr. Atherton appointed Eleanore S. Atherton, Marjory A. Wightman and himself as Trustees. 3

5 ATHERTON FAMILY FOUNDATION In 1975, the Trustees of the Juliette M. Atherton Trust initiated action, which resulted in the creation of the Atherton Family Foundation, a nonprofit corporation organized in the state of Hawai i. A charter of incorporation was granted on November 4, The Trustees then voted unanimously to transfer all investment property and income of the Trust to the Atherton Family Foundation and transfer instruments were executed in January In December 1976, the Trustees voted unanimously to transfer the property of the Frank C. Atherton Trust to the Atherton Family Foundation and executed appropriate instruments shortly thereafter. Historically, the policies, the type of requests considered, and the primary fields of interest of the Juliette M. Atherton Trust and the Frank C. Atherton Trust were similar in nature. Both Trusts considered educational programs and institutions the highest priority, and gave careful attention to religious organizations and health and social services. The consolidation of the two Trusts fulfilled several objectives: to provide more efficient administration, to allow greater flexibility in foundation policies, to increase protection and growth of the investment assets, and to increase the number of members and directors. The diversity of the Directors perceptions and experiences has enhanced the Foundation s capacity to respond to the community and broadened its representation of charitable interests. The Atherton Family Foundation is now one of the largest endowed grantmaking private resources in the state of Hawai i devoted exclusively to the support of charitable activities. It perpetuates the philanthropic commitment expressed during the lifetimes of Juliette M. Atherton and Frank C. Atherton, and of the family who have followed them. ATHERTON FAMILY FOUNDATION TRUSTEES & SUCCESSORS ORIGINAL TRUSTEES Charles H. Atherton Frank C. Atherton Mary A. Richards SUCCESSOR TRUSTEES Alexander S. Atherton J. Ballard Atherton Juliette M. Guard Robert R. Midkiff Ruth R. Midkiff James F. Morgan Laura A. Morgan Joan H. Rohlfing Marjory A. Wightman CURRENT TRUSTEES Frank C. Atherton, II Judith M. Dawson Patricia R. Giles Robin S. Midkiff Paul F. Morgan Joan H. Rohlfing 4

6 2013 Year in Review The Atherton Family Foundation has a distinguished history of funding a broad spectrum of organizations across the State. In 2013, the Directors of the Foundation awarded over $4.2 million in grants to non-profit organizations serving the people of Hawaii. The Directors recognize that the non-profit community is critical to the quality of life in Hawaii. While it varies by fields, all nonprofits require some support from private philanthropy. The Foundation continues to fund a wide range of sectors, including Arts and Culture, Community Development, Education, Early Childhood Education, Environment, Health, Human Services, Religion and Spiritual Development, and Youth Development. Arts and cultural organizations contribute to a vibrant community that enhances the quality of life for residents in the islands. In the last year, the Foundation supported arts, cultural and historical organizations throughout the state. Approximately 60% of these grants were made to performing and applied arts organizations, for both public programs and education, while the other 40% were made to historical organizations who share and perpetuate the story of our islands. The Foundation is committed to supporting private education as an option for Hawai i families. Eighteen (18) private schools received a grant to enhance their facilities or for educational programs. In addition, the Foundation made grants to 9 organizations for education enrichment programs such as after school programs, environmental awareness programs, and media projects. Recognizing the critical importance of early childhood in providing opportunities for young children to prepare for school, the Foundation awarded 16 grants to preschools around the state to support capital improvements such as playgrounds and facility upgrades. Other grants were to strengthen early childhood quality through advocacy and systems change, and to help move early childhood education programs toward national accreditation and state licensing. A healthy natural environment is critical to the future of our state and the Foundation is committed to supporting organizations that provide environmental education, stewardship, and conservation programs in communities on each island. In 2013, the Foundation provided a total of 23 grants to organizations contributing to the wellbeing of our natural environment. 5

7 There is a growing need for access to affordable healthcare in our communities. Recognizing this, almost 50% of the Foundation s grants to health organizations went to hospitals, community health centers and other providers for facility upgrades or development. Another 30% went to health education programs for patients and the public while 20% went to health care provider training and education programs to improve health practices and services. Human Service organizations provide the safety net for the most vulnerable populations in our state. The United Way organizations in each county have a long history of supporting a wide variety of human service organizations in their communities. As they have done for many years, the Foundation awarded a grant to each of the United Way organizations in the State to expand each island s ability to support the organizations in their community. They have also made several grants to individual human service organizations to strengthen or expand their operations to better serve their communities. As missionary descendants, the Atherton family continues to support religious and spiritual organizations and programs, regardless of affiliation. This year, four grants were made to churches for capital projects to improve their ability to serve their congregations. Investing in the youth and young people of our community helps them to reach their full potential and provide for a stronger future for Hawai i. Grants to 14 programs supporting youth and young adults were made in 2013 as well as 2 grants to improve facilities at two organizations on the neighbor islands. The Atherton Family Foundation continues its commitment as a broad purpose funder in the State of Hawai i. As one of the largest private foundations in Hawai i, the Directors feel a strong sense of support for groups across the state that are contributing to the welfare of Hawaii s residents. 6

8 2013 Foundation Grants ART, CULTURE AND HUMANITIES CAPITAL ALEXANDER & BALDWIN SUGAR MUSEUM Subdivision Application...13,000 ARTSPACE PROJECTS, INC Ola Ka Ilima Artspace Lofts, a mixed- use development...50,000 BISHOP MUSEUM Hawaiian Hall Restoration Project Phase II ,000 HAWAII THEATRE CENTER HTC Capital Improvement - Phase I... 75,000 HAWAIIAN KAMALII INC. Capital Improvements to our Hale, Waa and Aina... 5,000 HONOLULU BLEND SHOW CHORUS Honolulu Blend Show Chorus Riser Project...5,000 KILAUEA DRAMA & ENTERTAINMENT NETWORK (KDEN) Theater Equipment...10,000 MAUI ACADEMY OF PERFORMING ARTS Enhanced Data System Infrastructure & Access...3,000 THE MOVEMENT CENTER The Movement Center: Replace Permanent Dance Floor...5,000 WAIOLI CORPORATION Office and Curatorial Equipment Project...10,000 WEST HAWAII DANCE THEATRE Information Technology Upgrade...3,000 WOMEN IN THEATRE (WIT) Stage lighting for WIT s End Theatre...5,000 PROGRAM AWAIAULU Awaiaulu Translation and Resource Project...50,000 BISHOP MUSEUM General Support...2,000 FRIENDS OF IOLANI PALACE Iolani Palace Bedroom Carpets...15,000 GRANTMAKERS IN THE ARTS General support... 1,500 HANA ARTS Extended Education in Ceramics... 3,500 HAWAII AUDUBON SOCIETY Manu- o- Ku Tour...5,000 HAWAII CRAFTSMEN Hawaii Craftsmen Basic Programs...7,500 HAWAIIAN HISTORICAL SOCIETY Hawaiian Historical Society Collections Preservation Project...25,000 HAWAIIAN MISSION CHILDREN S SOCIETY HMH Membership and Marketing ,000 HAWAIIAN MISSION CHILDREN S SOCIETY General Support; Hawaiian Mission Houses Historic Site and Archives...2,000 HONOLULU ACADEMY OF ARTS DBA HONOLULU MUSEUM OF ART Honolulu Museum of Art: An Ally for Academic Achievement for Title 1 Schools...45,000 HONOLULU ACADEMY OF ARTS DBA HONOLULU MUSEUM OF ART Flower Fund and Development Stewardship Fund... 5,000 TOTAL FOR ARTS, CULTURE & HUMANITIES... CAPITAL / 284,000 8

9 HONOLULU THEATRE FOR YOUTH LONO S JOURNEY: New Hawaiian Based Theatrical Works...6,000 HUI NO EAU VISUAL ARTS CENTER Leveraging Technology & Efficiency Initiative...10,000 HULA PRESERVATION SOCIETY Led By Our Elders...20,000 KONA MUSIC SOCIETY Adult and Youth Chorus...5,000 MOLOKAI ARTS CENTER, INC. Molokai Arts Center...10,000 PACIFIC AMERICAN COMMUNITY CULTURAL CENTER Hawaii Sons of the Civil War: HSCW Productions, LLC...5,000 PARTNERS IN DEVELOPMENT Baibala Hemolele Project ,000 SOCIETY OF ARCHITECTURAL HISTORIANS Buildings of Hawaii/SAH Archipedia, an interactive, web-based resource of the built environment...10,000 THE FRIENDS OF THE PALACE THEATER Marketing Capacity Building...10,000 TRI- ISLE RESOURCE CONSERVATION AND DEVELOPMENT COUNCIL Ai Pono: Building Bridges between Kaho olawe and Kihei: Kaho olawe Island Reserve Commission...10,000 VOLCANO ART CENTER General Support...10,000 VOLCANO ART CENTER Volcano Art Center s 40th Anniversary...5,000 WASHINGTON PLACE FOUNDATION Research to Support the Care and Restoration of Washington Place... 41,472 WASHINGTON PLACE FOUNDATION General Support... 5,500 WOMEN MAKE MOVIES, INC. The Animated Adventures of Judo Girl: Making Waves Films, LLC...10,000 TOTAL FOR ARTS, CULTURE & HUMANITIES... PROGRAM / 444,472 COMMUNITY DEVELOPMENT CAPITAL KUALOA-HEEIA ECUMENICAL YOUTH PROJECT KEY Project s Kipuka Cafe and Kitchen: Capital Improvements ,000 PACIFIC GATEWAY CENTER Pacific Gateway Center 3rd Floor Construction...20,000 WAIPA FOUNDATION Waipa Foundation Communty Kitchen, Poi Mill and Hale Imu - a Capital Project...33,333 TOTAL COMMUNITY DEVELOPMENT... CAPITAL / 73,333 PROGRAM FAITH ACTION FOR COMMUNITY EQUITY Oahu Affordable Housing Preservation Project...10,000 HALEIWA MAIN STREET Fighting Poverty with Job Creation: The North Shore Clusters of Opportunity Initiative...25,000 HAWAI I ALLIANCE OF NONPROFIT ORGANIZATIONS Public Policy Program...25,000 HAWAII PASTORS ROUNDTABLE Strengthening Disaster Preparedness and Response in Hawaii...10,000 PAUKUKALO HAWAIIAN HOMES COMMUNITY ASSOC. INC. Maui Leadership Development Training...3,000 YWCA OF OAHU Patsy T. Mink Center for Business and Leadership... 15,000 TOTAL COMMUNITY DEVELOPMENT...PROGRAM / 88,000 EDUCATION CAPITAL CENTRAL UNION CHURCH OF HONOLULU Campaign Redevelopment Project, Phases I and IA ,000 CHRISTIAN LIBERTY MINISTRIES OF HAWAII INC. Equipping the Field House Project...10,000 9

10 HAWAII BAPTIST ACADEMY Hawaii Baptist Academy Capital Campaign...25,000 HOLY NATIVITY SCHOOL Eco- Friendly Playground - A Community Builder... 15,000 ISLAND SCHOOL Campus Access Improvement Project...25,000 KAI LOA INC. Na Pualei Early Learning Center...20,000 KAUAI CHRISTIAN ACADEMY KCA Gym Construction... 12,500 LA PIETRA - HAWAII SCHOOL FOR GIRLS La Pietra Classroom Transformation Project...25,000 MAKUA LANI CHRISTIAN SCHOOL Enhancing Education Through Music and Technology...5,000 MAUI PREPARATORY ACADEMY Technology Tools for Teachers...10,000 MID-PACIFIC INSTITUTE Building on Excellence Campaign ,000 NORTH KOHALA COMMUNITY RESOURCE CENTER Kohala Hospital Charitable Foundation: Rural Emergency Care Project-RECAP...25,000 PUNAHOU SCHOOL Kindergarten- First Grade (K- 1) Project ,000 SAINT CATHERINE SCHOOL Technology Grant...10,000 ST. ANTHONY JUNIOR SENIOR HIGH SCHOOL Communications and Media Lab...10,000 ST. FRANCIS SCHOOL Athletic Gymnasium...25,000 ST. JOSEPH SCHOOL - HILO Covered Breezeway and Walkway Replacement Project...15,000 SUPPORTING THE LANGUAGE OF KAUAI Modular Unit Project...25,000 TOTAL EDUCATON... CAPITAL / 657,500 PROGRAM ALOHA INTERNATIONAL PIANO FESTIVAL & COMPETITION Aloha International Piano Masterclasses and Workshops...2,000 BOOK TRUST Maui County Empowering Students Through Literacy Project...5,000 FOODCORPS FoodCorps Hawaii...5,000 FRIENDS OF THE LIBRARY OF HAWAII Year- round reading programs at Hawaii s public libraries; Centinnial Celebration of Hawaii State Libraries...20,000 HAWAII ALLIANCE FOR ARTS IN EDUCATION Performing Arts Learning Centers Statewide...30,000 HAWAI I BRANCH OF THE INTERNATIONAL DYSLEXIA ASSOCIATION General Support...5,000 HAWAI I COMMUNITY FOUNDATION Community Scholarship Fund...25,000 HAWAII PACIFIC UNIVERSITY Increasing Student Success at HPU: The Peer Mentoring Project...25,000 HAWAII PREPARATORY ACADEMY General Support... 2,500 LA PIETRA - HAWAII SCHOOL FOR GIRLS General Support...5,000 MAUI COUNTY COMMUNITY TELEVISION Project YBEAM...10,000 MOANALUA GARDENS FOUNDATION, INC. Re- design and updating of Moanalua Gardens Foundation s website...15,000 NEW GLOBAL CITIZENS NGC Hawaii Co- Curricular Pilot Program ,000 PACIFIC AND ASIAN AFFAIRS COUNCIL High School Global Education Outreach Program...25,000 PARKER SCHOOL General Support... 2,500 10

11 PATCH (PEOPLE ATTENTIVE TO CHILDREN) Early Childhood Education Online Training Program...10,000 PUNAHOU SCHOOL Art Conservation Project...5,000 REAL ONGOING OPPORTUNITIES TO SOAR, INC. Community Sustainability Gardening Project...5,000 SACRED HEARTS SCHOOL Sacred Hearts School Phase 3 ipad and Macbook Learning Lab Project: Middle School...20,000 STORYBOOK THEATRE OF HAWAII Environmental Literacy Initiative - Elementary School Age Children...5,000 TEACH FOR AMERICA Teach For America - Hawai i - Double Hawai i Corps Size to Increase Impact...25,000 UNIVERSITY OF HAWAII FOUNDATION President s Discretionary Fund...25,000 WAIKIKI COMMUNITY CENTER Community Preschool Playground & Flooring...10,000 ZOOLOGICAL SOCIETY OF SAN DIEGO Forest Guardians Project...10,000 TOTAL FOR EDUCATION... PROGRAM / 302,000 EDUCATION - EARLY CHILDHOOD CAPITAL IAO CONGREGATIONAL CHURCH Iao Preschool Playground Structure and Surfacing...10,000 KAHULUI BAPTIST CHURCH Pre-K Program and Classroom Improvement Project...10,000 KCAA PRESCHOOLS OF HAWAII KCAA Preschools Center for Early Education and Development (CEED) ,000 MILILANI COMMUNITY CHURCH Phase I Early Education Building...25,000 ONE LOVE OUTREACH INC Phase II Minor Construction/Renovation...10,000 PARENT PARTICIPATION NURSERY SCHOOL Re-Roof Parent Participation Nursery School... 11,100 SMALL WORLD PRESCHOOL Construct Firewall and Parapet Project...8,000 ST. JOHN VIANNEY PARISH SCHOOL Three Year Old Early Learning Center...15,000 ST. JOSEPH EARLY LEARNING CENTER St. Joseph ELC Play Area Safe Surface Project...25,000 THE TODDLER PROGRAM Early Childhood Playground Project...10,000 TOTAL FOR EDUCATION - EARLY CHILDHOOD...CAPITAL / 224,100 PROGRAM GOOD BEGINNINGS ALLIANCE Good Beginnings Alliance-Public Will Building Campaign... 75,000 GOOD BEGINNINGS ALLIANCE General Support...2,000 HALOALAUNUIAKEA EARLY LEARNING CENTER Haloalaunuiakea Early Learning Center...25,000 HAWAII ASSOCIATION OF INDEPENDENT SCHOOLS The Wonder of Learning Project...50,000 SMALL WORLD PRESCHOOL General Support... 2,500 TOTAL FOR EDUCATION - EARLY CHILDHOOD...PROGRAM / 154,500 ENVIRONMENT CAPITAL CAMP MOKULEI A INC. Creating a Sustainable Farm and Garden to Feed Our Kitchen and Our Souls...25,000 GOD S COUNTRY WAIMANALO Ho oulu Pacific: Hihimanu Aquaponics Program...10,000 HAWAII FOREST INSTITUTE Honolulu Zoo Children s Discovery Forest...15,000 HAWAII NATURE CENTER Hawaii Nature Center Rain Pavilion...25,000 HONOLULU ZOOLOGICAL SOCIETY Zoo to You: Reaching all of Hawaii s Keiki...25,000 11

12 KA ALA FARM, INC. Rebuild Ka ala...20,000 MARINE MAMMAL CENTER Hawaiian Monk Seal Health Care Facility...35,000 TOTAL FOR ENVIRONMENT...CAPITAL / 155,000 PROGRAM AMERICAN BIRD CONSERVANCY State-of-the-art rat control to arrest the decline of endangered native birds on Kauai, HI...10,000 BLUE PLANET FOUNDATION WEfficiency: Crowdfunding for Nonprofit Energy Efficiency Improvements...25,000 CONSERVATION INTERNATIONAL FOUNDATION Hawaii Fish Trust...50,000 COOPER CENTER COUNCIL Volcano Coquistadores: Keeping Volcano Nights Quiet: Controlling Coqui Frogs...5,000 HAWAIIAN HUMANE SOCIETY Animal Sterilization Program...10,000 KAI MAKANA INC. Using Smart Phone Technology for Ocean Science Education & Outreach...10,000 KHM INTERNATIONAL Ola O Loko...15,000 MALAMA MAUNALUA Building Volunteer Leaders to Restore and Conserve Maunalua Bay...25,000 MALAMA PUPUKEA-WAIMEA Ka Papa Kai: Developing Responsibility for Ocean Stewardship...5,000 MOLOKAI LAND TRUST Fundraising & Community Outreach Capacity Building - Computer System & Camera...5,000 PURDUE UNIVERSITY The Tropical Hardwood Tree Improvement and Regeneration Center...25,000 RECYCLE HAWAII CAPture Bottle Cap Reclamation Project...10,000 THE FRIENDS OF THE D.T. FLEMING ARBORETUM Project Trail Upgrade...2,000 THE NATURE CONSERVANCY OF HAWAI I Community-based Marine Conservation and the Marine Fellowship Program...50,000 TRUST FOR PUBLIC LAND Hawaii Statewide Greenprint ,000 WHALE TRUST Whale Trust Maui Capacity Building...10,000 TOTAL FOR ENVIRONMENT...PROGRAM / 282,000 HEALTH CAPITAL AMERICAN CANCER SOCIETY Hope Lodge Hawaii - Temporary housing facility for cancer patients who are undergoing treatment...25,000 BAY CLINIC INC. Ka u Family Health Center Construction Project... 25,000 BLOOD BANK OF HAWAII Critical community need for reliable mobility; purchase of a new and a refurbished bloodmobile...25,000 CASTLE MEDICAL CENTER Capital Expansion Project...25,000 COMMUNITY CLINIC OF MAUI INC. Electronic Doors...10,000 HOSPICE HAWAII Kailua House Repairs and Renovation Project...10,000 KAPIOLANI HEALTH FOUNDATION Campaign for Hawaii s Children: Phase I Renovation of Kapiolani Medical Center for Women & Children...50,000 NORTH KOHALA COMMUNITY RESOURCE CENTER Kohala Equine Education Center...10,000 PALOLO CHINESE HOME Phase III - Renovation of Farm Hall and Upper Campus Entry...35,000 REHABILITATION HOSPITAL OF THE PACIFIC FOUNDATION Third Floor Unit Team Station... 40,000 SHRINERS HOSPITAL FOR CHILDREN Shriners Hospitals for Children Honolulu new building project of entire facility...50,000 12

13 SUTTER HEALTH PACIFIC DBA KAHI MOHALA HOSPITAL Child and Adolescent Patient Services Upgrade...9,400 TOTAL HEALTH...CAPITAL / 314,400 PROGRAM ALOHA MEDICAL MISSION Hawaii s only free dental clinic to operate at full-capacity by hiring a full-time dental assistant...10,000 HALE MAKUA HEALTH SERVICES Mechanical Lifts for Long Term Care Residents...12,654 HAWAII AUTISM FOUNDATION Caring for the Caregiver & Child Water Safety Training for Families with Autism...10,000 HEALTHY MOTHERS, HEALTHY BABIES COALITION OF HAWAII Hawaii Cribs for Kids - comprehensive safe sleep education & SIDS prevention...10,000 HOSPICE OF HILO Hospice of Hilo s Hawai i Palliative Care Center...15,000 I OLA LAHUI, INC. I Ola Lahui Psychology Training Program: Bringing Behavioral Health Services to Maui...10,000 KAUAI HOSPICE, INC. Share the Care Program...15,000 KOKOLULU FARM AND CANCER RETREATS, INC. Food as Medicine...5,000 LANAI COMMUNITY HEALTH CENTER Patient Centered Medical Home Recognition...25,000 NATIONAL ALLIANCE ON MENTAL ILLNESS HAWAII Homeless Prevention Through Family Support...5,000 NATIONAL MULTIPLE SCLEROSIS SOCIETY, HAWAII CHAPTER Knowledge is Power: The Research Update & Cognition Programs...10,000 ORGAN DONOR CENTER OF HAWAII Maximizing organ and tissue recovered for transplantation through quality assurance...10,000 WAHIAWA CENTER FOR COMMUNITY HEALTH Wahiawa Center for Community Health Organizational Capacity Building Project...20,000 WAIKIKI HEALTH Start-up Dental Services Targeting Low-Income, Underserved and Homeless Patients...10,000 WAIMANALO HEALTH CENTER Building Capacity of Waimanalo Health Center Staff through elearning and Other Integrated Methods...10,000 TOTAL HEALTH... PROGRAM / 177,654 HUMAN SERVICES CAPITAL AMERICAN RED CROSS - HAWAII CHAPTER Hurricane Preparedness Protection of Red Cross Headquarters Building...25,000 ASSISTIVE TECHNOLOGY RESOURCE CENTERS OF HAWAII Funding for Assistive Technology devices and equipment...10,000 EASTER SEALS HAWAII Culinary Training Program for Easter Seals Hawaii s Napuakea Center...15,000 EASTER SEALS HAWAII Easter Seals Hawaii - Maui Campus for Disability Services...25,000 FAMILY PROGRAMS HAWAI I Technology Upgrade Program For Resource Families Support Services and Voluntary Case Management...5,000 FAMILY PROMISE OF HAWAI I Daily laundry and computer access for families with children experiencing homelessness... 2,500 HELPING HANDS HAWAII Helping Hands Hawaii Technology Upgrades...10,000 HONOLULU ARMED SERVICES YMCA OF THE USA ASYMCA of Honolulu Playmorning Van...5,000 LOKELANI OHANA Lokelani Ohana Waihe e Organic Farm Equipment Purchase and Expansion...10,000 MALAMA NA MAKUA A KEIKI Project to Purchase a Used Passenger Van to transport MFRC clients and their children...10,000 MANA OLANA PINK PADDLERS Hawaiian Outrigger Enhancement Project...5,

14 MAUI ECONOMIC OPPORTUNITY, INC. Transportation Call Center Phone System... 7,000 MAUI INC., HABITAT FOR HUMANITY Automation of ReStore and Office...5,000 ST. FRANCIS HEALTHCARE FOUNDATION OF HAWAII St. Francis Intergenerational Center...25,000 THE ARC OF HILO Capital Expansion - Multi Purpose Facility...25,000 YWCA OF KAUAI Soundproofing Child Therapy Play Room and Family Counseling Rooms...10,000 TOTAL FOR HUMAN SERVICES... CAPTIAL / 194,500 PROGRAM ALOHA HARVEST Capacity Building... 12,500 ALOHA UNITED WAY 2013 Annual Campaign ,000 ALTERNATIVE STRUCTURES INTERNATIONAL Provide Organic Produce to Homeless Families & Obtain Food-Safety Certification...20,000 ARC OF MAUI COUNTY Accessibility Renovations for New Group Home for People with Developmental Disabilities on Maui...25,000 BIG ISLAND MEDIATION, INC. Middle School Pilot Program: Conflict Resolution and Peer Mediation...10,000 CHILD AND FAMILY SERVICE The Kauai Head Start Nutrition Program provides healthy meals to low income children 3-5 years old...5,000 DOMESTIC VIOLENCE ACTION CENTER Survivors Thrive: Mental Health Services to Domestic Violence Action Center Clients... 9,500 GRANTMAKERS FOR CHILDREN, YOUTH & FAMILIES INC Membership Dues HAWAI I COMMUNITY FOUNDATION Pathways to Resilient Communities ,000 HAWAII FOODBANK Feed Hawaii s Hungry: 2013 Campaign to Fill Our Warehouse Shelves...10,000 HAWAII INTERNATIONAL CHILD PLACEMENT & FAMILY SERVICES, INC. Ka Makana Outreach Plan...4,400 HAWAII ISLAND UNITED WAY, INC Annual Campaign...10,000 KAUAI UNITED WAY Annual Campaign...10,000 LEAD4TOMORROW Connecting families community by community to end abuse and neglect of our youngest keiki...10,000 LOVE THE JOURNEY, INC. Men s Transitional House...4,500 MAUI UNITED WAY Annual Campaign...10,000 MEDIATION SERVICES OF MAUI INC. Restorative Justice for Maui County...5,000 MENTAL HEALTH AMERICA OF HAWAII Statewide Network to Stop Youth Suicide and Bullying...5,000 MENTAL HEALTH AMERICA OF HAWAII Training Trainers to Stop Youth Suicide and Bullying...10,000 MOLOKAI COMMUNITY SERVICE COUNCIL Annual Campaign: Friendly Isle United Way...6,000 MOTHERS AGAINST DRUNK DRIVING, HONOLULU CHAPTER Power of Parents...10,000 NETWORK ENTERPRISES, INC. Paid Work Experience Services...5,000 PALAMA SETTLEMENT The Culture Club Project...10,000 WINNERS AT WORK Thread-Ability Program...7,500 YMCA OF HONOLULU, METROPOLITAN OFFICE General Support... 8,500 TOTAL FOR HUMAN SERVICES... PROGRAM / 508,400 14

15 OTHER PROGRAM THE FOUNDATION CENTER 2013 General Support... 2,500 TOTAL FOR OTHER...PROGRAM / 2,500 RELIGION/SPIRITUAL DEVELOPMENT CAPITAL CATHEDRAL CHURCH OF ST. ANDREW St. Andrew s Restoration, Phase I: Renovation of Davies Hall...60,000 KALIHI UNION CHURCH Multipurpose Facility/Gym Renovation Project...25,000 KAUAI BIBLE CHURCH Updating Computers...5,000 ST. PETERS EPISCOPAL CHURCH St. Peter s Organ...20,000 TOTAL RELIGION/ SPIRITUAL DEVELOPMENT... CAPITAL / 110,000 PROGRAM KALAHIKIOLA CONGREGATIONAL CHURCH General Support... 2,500 TOTAL RELIGION/ SPIRITUAL DEVELOPMENT...PROGRAM / 2,500 YOUTH DEVELOPMENT CAPITAL HAWAII HIGH SCHOOL RODEO ASSOCIATION Maui District: HHSRA Rodeo...2,000 KAUAI CHRISTIAN FELLOWSHIP Kauai Christian Fellowship Teen & Sports Center... 25,000 WAIKOLOA COMMUNITY DEVELOPMENT CORP. Skate Park at Kamakoa Nui Park...15,000 TOTAL YOUTH DEVELOPMENT... CAPITAL / 42,000 PROGRAM BEST BUDDIES INTERNATIONAL INC. Best Buddies Hawaii Oahu Expansion Project...10,000 BOYS AND GIRLS CLUB OF THE BIG ISLAND Big Island Youth Leadership Initiative...20,000 EFFECTIVE PLANNING INNOVATIVE COMMUNICATION, INC. Hawaii Youth Opportunities Initiative...50,000 GIRL SCOUTS OF HAWAII Paumalu Property Feasibility Study and Master Plan...39,000 HALE OPIO KAUA I, INC. Diverting youth from the juvenile justice system through Kaua i Teen Court...15,000 HAWAII FAMILY LAW CLINIC Coaching Boys into Men...5,000 KAUA I PLANNING AND ACTION ALLIANCE Ensuring Effectiveness of Services for Children and Youth...25,000 KUPU CommunityU...20,000 MAUI FAMILY YMCA A+ 21st Century...25,000 PACIFIC AMERICAN FOUNDATION Ke Kaiaulu O Anahola: Project Kupa a (Youth Environmental Stewardship Program)... 12,500 PACIFIC AMERICAN FOUNDATION Nalu Studies...10,000 PACIFIC NEWS SERVICE The Beat Within (Hawaii) seeks continued funding to support incarcerated youth via writing workshops...5,000 SPECIAL OLYMPICS HAWAII, INC. Project Unify Outreach...5,000 TOTAL YOUTH DEVELOPMENT...PROGRAM / 241,500 TOTAL ATHERTON FAMILY FOUNDATION GRANTS...CAPITAL / 2,054,833 TOTAL ATHERTON FAMILY FOUNDATION GRANTS...PROGRAM / 2,203,526 15

16 2013 total grants ARTS, CULTURE & HUMANITIES $728,472 COMMUNITY DEVELOPMENT $161,333 EARLY CHILDHOOD EDUCATION $378,600 EDUCATION $959,500 ENVIRONMENT $437,000 HEALTH $492,054 HUMAN SERVICES $702,900 RELIGION/SPIRITUAL DEVELOPMENT $112,500 YOUTH DEVELOPMENT $283,500 $100,000 $200,000 $400,000 $600,000 $800,000 $1,000,000 1,200,000 16

17 five-year comparative summary of grants Arts, Cultural and Humanities $728,472 17% $572,750 15% $491,000 12% $643,500 15% $773,025 18% Community Development $161,333 4% $75,000 2% $65,000 2% $185,000 4% $188,000 4% Early Childhood Education $378,600 9% $268,500 7% $296,500 8% $203,500 4% * Education $959,500 22% $1,158,002 29% $1,107,500 28% $1,069,565 25% $1,372,182 31% Environment $437,000 10% $504,384 13% $385,780 10% $445,000 10% $185,000 4% Health $492,054 11% $327,180 8% $181,733 5% $323,123 8% $412,290 10% Human Services $702,900 16% $780,850 20% $1,165,899 30% $1,172,317 27% $1,174,165 27% Other $2,500 <1% $0 0% $27,000 1% $2,000 <1% $2,000 <1% Religion/ Spiritual Development $112,500 3% $87,500 2% $77,500 2% $131,500 3% $149,000 3% Youth Development $283,500 7% $175,580 4% $140,000 4% $116,000 2% $117,175 2% Total $4,258, % $3,949, % $3,937, % $4,291, % $4,372, % *REPORTED AS PART OF EDUCATION 17

18 grant application guidelines The Foundation makes grants for programs and projects that benefit the people of Hawai i. The fields of greatest interest are arts, culture, and humanities; community development; education; environment; health; human services; spiritual development; and youth development. Grant application information can be found on the Foundation s website at Applications are accepted at the following deadlines: APPLICATIONS SUBMITTED BY January 2, 2015 April 1, 2015 July 1, 2015 October 1, 2015 WILL BE CONSIDERED AT THE BOARD OF DIRECTORS MEETING IN: March June September December 18

19 Scholarship Program The Juliette M. Atherton Scholarship was named in memory of Mrs. Atherton to ensure the continued association of her name and her special interest in Christianity with the Foundation. The scholarship benefits three categories of individuals: dependent sons or daughters of ordained, active Protestant ministers in Hawai i pursuing undergraduate studies; individuals from Hawai i pursuing graduate theological studies at a Protestant seminary with the goal of ordination; and active, ordained Protestant ministers residing in Hawai i seeking an Advanced Degree. Scholarship recipients are selected based on their financial need and academic promise. For the academic year, scholarship awards totaled $139,650 to 34 students. The Directors also award an annual grant to support the Community Scholarship Fund at the Hawai i Community Foundation. Applications will be available online beginning December 2014 for the academic year for seminary students, Protestant ministers pursuing advanced degrees, or sons and daughters of Protestant ministers. Application materials, transcript of grades and personal statement must be submitted by February 2015 (please see website for exact date). Advanced Degree Program applicants must provide the place and date of ordination, and the name of the seminary attended to confirm eligibility. To obtain information about the scholarship program, please visit You may also call the scholarship department at (808) (toll-free Neighbor Islands 1 (888) ). 19

20 ATHERTON FAMILY FOUNDATION Bank of Hawai i is the fiscal manager for the Atherton Family Foundation. Hawai i Community Foundation is the Foundation s grants administrator. 827 Fort St. Honolulu, Hawai i Phone (808) Neighbor Islands call toll-free 1 (888) Fax (808) foundations@hcf-hawaii.org 20