annual report 2004quality of life in central indiana and the valley of the ... legacy scholars...

ANNUAL REPORT2 004

Trustees’ Letter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

President’s Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2

2004 Program Areas . . . . . . . . . . . . . . . . . . . . . . . . . . . .3

Nina Mason Pulliam Legacy Scholars . . . . . . . . . .4 - 5

Helping People in Need . . . . . . . . . . . . . . . . . . . . .6 - 19

Protecting Animals and Nature . . . . . . . . . . . . . .20 - 21

Enriching Community Life . . . . . . . . . . . . . . . . . .22 - 23

Financial Statements . . . . . . . . . . . . . . . . . . . . . . .24 - 28

Nina Mason Pulliam . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Grant Application Information . . . . . . . . . . . . . . . . . .30

Staff Listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

TABLE OF CONTENTS

ANNUAL REPORT2 004

1

Once again we are pleased to introduce the annual

report of the Nina Mason Pulliam Charitable Trust.

Since beginning to make grants in 1998, the Trust

has awarded $96,190,089 to 568 different nonprofit

organizations in Arizona and Indiana, the two states

Mrs. Pulliam called home. As her trustees, we, with the

support of the Trust staff, have worked diligently to

enhance the charitable legacy of Nina Pulliam by

helping people in need, protecting animals and

nature, and enriching community life, primarily in

Phoenix and Indianapolis.

While the demographics and economies of each

state and community differ significantly, the needs of

women, children, youth and families, the elderly and

the disabled do not. In 2004 the Trust maintained its

priority commitment to help people in need, just as

Mrs. Pulliam did during her many years of living,

working and giving back to her hometowns.

Continuing Mrs. Pulliam’s long-held belief that

education allows people to reach their dreams, this

past fall we welcomed 40 new Nina Mason Pulliam

Legacy Scholars to the Trust family of more than 80

students studying at our four participating community

colleges and universities in Indianapolis and the Valley

of the Sun. In 2004 we congratulated nine graduates

and celebrated their new beginnings with them. The

Trust also committed funding for a fifth cohort, which

will be recruited this spring.

As Trustees we continued our stewardship of

Mrs. Pulliam’s resources and are pleased to report

that our endowment achieved a healthy return in

2004. After grantmaking, administrative and

investment expenses, the Trust’s assets at the end of

2004 were $354 million, up from $341 million at the

close of 2003. This bodes well for 2005 as our resources

available for grantmaking will increase for the first time

since 2001, further enabling the Nina Mason Pulliam

Charitable Trust to contribute significantly to the

quality of life in central Indiana and the Valley of the

Sun for the remaining 43 years of the Trust’s life.

We hope that this report will provide you with

additional insights into the Trust’s work, but more

importantly that you will be inspired and encouraged

by the countless contributions of its growing family of

grantees to their respective communities.

TRUSTEES’ LETTER

Carol Peden SchattTrustee

Frank E. RussellTrustee and Chairman

Nancy M. RussellTrustee

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I am pleased to provide highlights of the Trust’s

grantmaking in 2004. The Trust’s primary focus contin-

ued to be in the area of Helping People in Need. The

Trust devoted 83 percent of the $12,868,833 awarded

last year to this area of giving, including funding the

fourth consecutive year of the Nina Mason Pulliam

Legacy Scholarship program. It also included support of

organizations providing basic services, such as food,

shelter, clothing and medical and mental health

assistance, as well as those who are working to move

families and individuals to a higher level of opportunity

and economic stability.

The grantees featured in this annual report illustrate

both grantmaking emphases. In central Indiana,

PACE/OAR and Volunteers of

America both are working with

incarcerated men and women to

begin the transition back into

family and community life. In

Maricopa County, the West Valley

Child Crisis Center provides a

stable, safe and caring environ-

ment to young children in

transition, while Wesley Community

Center was able to expand its

services through its new neighbor-

hood health clinic.

The Trust also continued to

develop its interest in working

with organizations that increase

opportunities for the physically

disabled to become more

self-sufficient with canine

assistance. Handi-Dogs, Inc., now has a satellite

service-dog training program in Phoenix where deaf

and hearing-impaired owners train with hearing-ear

dogs. In the case of the Indiana Canine Assistant

and Adolescent Network, we are supporting the

organization’s service-dog training while also

contributing to the rehabilitation of young people in

the juvenile justice system and women in prison.

Our grant to the Northern Arizona University Foundation

for the Fossil Creek Project in Arizona’s Verde Valley

illustrates our growing interest in environmental

education and supports the Trust’s environmental

initiative introduced in early 2004. This dam removal

and restoration project, which is the first of its kind in

Arizona, is providing unique opportunities for learning at

all levels.

The grant to support the Harmony Program of the

Indianapolis Children’s Choir underscores the Trust’s

interest in further focusing its community enrichment

grantmaking to bring arts and cultural experiences to

children and adults who also are most likely to be

served by the Trust’s Helping People in Need

program area.

With seven years completed in the Trust’s 50-year life,

which was Mrs. Pulliam’s mandate, we added 36

first-time recipients to our grantee family. Some

organizations are small and

fledgling, while others are well-

established in their respective

communities. However, because

of the Trust’s support, all are

expanding their programs and

further striving to improve the

quality of life in their respective

communities and areas

of service.

Also in 2004 the Trust introduced

Connections, our Internet

newsletter. Through Connections

we are able to communicate

quarterly with our communities,

sharing information about the

work of the organizations we are

supporting. We are pleased with

its reception and the growing list

of recipients. If you are interested in becoming one,

please join us by logging on to:

www.ninapulliamtrust.org/html/newsletter_requestform2.htm.

We look forward to continuing the work of Nina Mason

Pulliam in her hometowns of Phoenix and Indianapolis

and to being part of the important work of the Trust’s

family of grantees.

PRESIDENT’S REPORT

Harriet M. IveyPresident and Chief Executive Officer

Harriet M. Ivey, pictured center, with members of the Trustmanagement team. Left to right: Robert L. Lowry, chief finan-cial and operating officer; Mary K. Price, director of grantsadministration and secretary to board of Trustees;Michael R. Twyman, director of grants programs, Indiana;Edmund H. Portnoy, Ph.D., director of grants programs, Arizona.

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Helping People in NeedBasic Needs - The Trust supports organizations andprograms that serve those who are without sufficientfood, clothing, shelter, medical care and othernecessities of life.

Elderly Persons - The Trust supports organizations andprograms that assist elderly adults and preserve theirmental and physical well-being and independence.

Physically and Developmentally Disabled Adultsand Children - The Trust supports organizations andprograms that provide services for people withphysical and developmental disabilities.

Women, Children, Youth and Families - The Trustsupports organizations and programs that improvethe well-being of and future opportunities forchildren, youth and their families. This also includesprograms that provide health and educationalservices.

Protecting Animals and NatureAnimal Welfare - The Trust supports organizationsand programs that strengthen community bondsand provide humane services for domestic animals,including shelters, and veterinarian and adoptionservices. It also supports organizations providing

rescue, veterinarian care and reintroduction ofnative wildlife.

Botanical Gardens and Zoos - The Trust supportsorganizations and programs that provide educationaland recreational opportunities for the communityand that protect the diversity of animals andtheir habitats.

Environment - The Trust supports organizations andprograms that provide conservation, protectionand restoration of wildlife and its habitats, as well aseducation and public awareness to promoteenvironmental stewardship.

Enriching Community LifeArts and Culture - The Trust supports, on a limitedbasis, organizations and programs that bring arts andcultural experiences to children and adults who alsoare most likely to be served by the Trust’s HelpingPeople in Need program area.

Community Building and Civic Revitalization - TheTrust supports organizations and programs that assistneighborhoods in decline, increase the level ofresident involvement, and/or contribute to the overallvitality and quality of life in the Trust’s prioritycommunities of Indianapolis and Phoenix.

PROGRAM AREAS 2004

GRANTS AWARDED BY PROGRAM AREA 2004

Helping People in Need166 Grants$10,734,333

Protecting Animals and Nature18 Grants$1,372,000

Enriching Community Life15 Grants$762,500

83% 11% 6%

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NINA MASON PULLIAM LEGACY SCHOLARS

WELCOMING NEW SCHOLARS, CELEBRATINGNEW BEGINNINGS…

In 2004 the Nina Mason Pulliam Legacy Scholars

program celebrated enrollment of its fourth cohort of

Nina Scholars. For the first time since the program’s

introduction, Nina Scholars were represented at every

class level of the undergraduate system, from freshmen

to seniors. The Nina Scholars are inspiring as they have

overcome great obstacles to achieve their educational

goals and in their support of each other as they pursue

their dreams for a better life.

Thirty-one women and nine men comprise the fourth

cohort of Nina Scholars who joined more than 80 women

and men participating in the Nina Scholars program. The

2004 cohort of Nina Scholars includes students who have

faced a myriad of challenges. Twenty-three Scholars are

adults with dependents, 11 Scholars are between 18

and 25 and were raised in the child welfare system,

and six Scholars have physical disabilities. One 30-year-old

Scholar has physical disabilities and children.

Nina Pulliam believed education was a crucial tool to

self-sufficiency and personal fulfillment. In 2001 the Trustees

and the Trust staff created the Nina Mason Pulliam

Legacy Scholars program with its partner schools Arizona

State University and Maricopa Community Colleges in

Phoenix, and Indiana University Purdue University

Indianapolis and Ivy Tech State College – Central Indiana

in Indianapolis.

The Nina Scholars program is unique in the United States

as it seeks to assist nontraditional students who

mainstream scholarship programs overlook. Support for

the Nina Scholars includes full resident tuition, book

expenses and student fees. In addition, an annual living

allowance of $2,500 may be applied to expenses such as

housing, transportation, child care and health insurance.

The Trust also funds a full-time Nina Scholar coordinator at

each partner school to provide assistance and counsel to

Nina Scholars.

Nina Scholars D’Metra Macedon, November Peasley, Mary Manning andAurelia Bradley (identified from top, counterclockwise) enjoy the NinaScholar study area between classes. The study area is equipped with twocomputers with printers, a work table, copier, reference books, couch, andsmall kitchen area, giving Nina Scholars a cozy study area and breakroom between classes. ASU provided the space in 2004 for the NinaScholars program, and Scholar coordinator Cory Gonzales says,“We nowfeel that we have our own place on campus.”

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NINA MASON PULLIAM LEGACY SCHOLARS

2004 Nina Scholar graduates Jacqueline Wagner, Angela Owens, Laurie Tabor and Malinda English (pictured left to right) celebrate graduation day.

GRADUATING SCHOLARS, CELEBRATINGNEW BEGINNINGS…

In 2004 nine Nina Scholars received their degrees

and embarked on new beginnings that include career

aspirations, advanced learning and pursuit of lifetime

goals. We are pleased to share with you the Trust’s first

graduates and their great successes.

From ASU

Tarina Wood received a Bachelor of Social Work. Tarina

was recognized at the College of Public Programs

convocation as the COPP Outstanding Graduate of 2004

and graduated summa cum laude. Tarina is participating

in the ASU Advanced Standing Master’s Program in the

School of Social Work.

From IUPUI

Michelle Poindexter is the first Nina Scholar at IUPUI to

graduate with a four-year degree. She earned a degree

in general studies and began law school at IUPUI in the

fall. Michelle works part time as a paralegal for Hehner &

Douglass Law Firm in Indianapolis.

From Ivy Tech State College

Malinda English received her Associate of Applied

Science Degree in Paralegal. Melinda graduated magna

cum laude as a member of Phi Theta Kappa. She plans

to work full-time as a paralegal and has future plans to

complete her bachelor’s degree. Malinda aspires to work

in family law.

Angela Owens graduated with an Associate of Science

Degree in Nursing. Angela also plans to purchase her

family home in the future.

Jacqueline Wagner graduated with an Associate of

Applied Science Degree in Paralegal. She also graduated

magna cum laude and as a member of Phi Theta Kappa.

Jacqueline works for the Indiana State Department of

Health as a paralegal. She plans to complete her

bachelor’s degree in the near future.

Laurie Tabor earned an Associate of Applied Science

Degree in Design Technology, with a specialty in

mechanical drafting. She graduated cum laude. Laurie

is continuing her education at IUPUI with a major in

mechanical engineering.

From Maricopa Community Colleges

Shellee Brown earned a Registered Nursing Degree.

Shellee works at a local hospital where she enjoys working

on the maternity and pediatric wards. Upon receipt of her

degree, Shellee received a substantial pay increase.

November Peasley graduated with an associate of

general studies. She is now attending ASU where she plans

to earn a social work degree.

Ben Bloomgren received an associate’s degree in

Spanish. Ben is attending ASU and plans on earning

a bachelor’s degree in Spanish. His ultimate goal is to

become an interpreter and/or translator. Upon

completion of his bachelor’s degree he would like to

attend an interpreter school in Monterey, California.

These Scholar successes embody the Nina Mason Pulliam

Legacy Scholars program and Nina Pulliam’s belief in the

power of education to transform lives and

empower individuals to realize their

life’s dreams.

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HELPING PEOPLE IN NEED 2004

Canine Assistance ProgramsNina Mason Pulliam suffered a brief period of blindnessearly in her career. Tests revealed she had an allergy toprinter’s ink, which necessitated she not visit the pressroom when her beloved newspapers were beingprinted. Although her vision was completely restored,the experience left her with a great empathy for thevisually impaired. Throughout her life, Mrs. Pulliamcombined her love of animals and her caring for thephysically challenged with her funding of a variety ofanimal-assisted therapies. She believed that animals werenot only a great partner for assistance, but also a greatpartner for troubled souls.

The Trust is pleased to fund two organizations thatintroduce the power of animals to the lives of those inneed: to at-risk youth and incarcerated women, whoselives are dramatically changed forever because of thesespecial animals, and to the physically challenged, whoare able to live independently because of theircanine partners.

Indiana Canine Assistant and Adolescent Network(ICAAN)Indianapolis, Indiana$50,000 grant

The Indiana Canine Assistant and Adolescent Networkcreatively uses at-risk youth and incarcerated adults totrain service dogs to assist people with disabilities.Doing so provides incarcerated individuals with ameans to develop teamwork, empathy, responsibility,communication skills and a sense of accomplishment –traits that are necessary for rehabilitation. ICAAN usedproject support from the Trust to expand its service-dogtraining program, increasing the availability of servicedogs to people in need in Indiana. ICAAN selects 120incarcerated youth and adults annually to participate inassistance-dog training through programs at the HookRehabilitation Center, Indiana Juvenile CorrectionalFacility, Indiana Women’s Prison, Kitley IntermediateSchool, New Beginnings Alternative High School and theRockville Correctional Facility. The organization alsoprovides community education about disabilityawareness and the role of assistance dogs in the lives ofdisabled individuals. Over the next five years, ICAAN plansto place 30 to 40 dogs in service, at a rate of six to eighteach year. Until now, its founder, Dr. Sally Irvin, was its onlypaid staff member. Trust support enabled ICAAN to addtwo more paid staff positions (a director of training andclient services and an operations manager) to continueto broaden the reach of its services.

A resident at Rockville Correctional facility works with her black Labradorpuppy on canine assistive training techniques. The dogs are in traininguntil they are two, or fully mature, and reside with their trainers at thecorrectional facility, even sleeping in a kennel next to their handler’sdorm bed.

7


Handi-Dogs, Inc.Tucson, Arizona$41,000 grant

Handi-Dogs is the first nonprofit organization in the countryto teach physically disabled people and those with otherspecial needs to train their own service dogs, mostlyusing dogs acquired from animal rescue organizations.The third year of support in 2004 helped the Phoenix areasatellite program assist deaf and hearing-impaired clientstrain their own hearing-ear dogs and the physicallydisabled train their own assistance dogs. In 2002 the Trustgave $26,300 to support the program’s start-up expenses,followed by another grant of $20,000 for salaries andother expenses in 2003. That year, 16 client-dog teamscompleted the second phase of the program. The2004 grant supported the training of 12 to 15 newteams, expanded the program to those with otherdisabilities, and provided funds to study the feasibility ofa permanent program in Phoenix. In total, over the lastthree years 37 individuals have been served by theprogram, eight received service-dog certification and16 are still enrolled to continue training their dogs.

The Trust’s support has assisted Handi-Dogs in providing training programsto Valley residents through satellite teaching sites. Handi-Dogs providesprograms for beginner handlers and dogs and moves the partnersthrough the more advanced programs together.

Volunteers of America of Indiana (VOA)Indianapolis, Indiana$200,000 grant

VOA has served the less fortunate of Indiana since 1896and was a founding member of the United Way ofCentral Indiana. It was the first organization to establishhalfway houses for offenders being released from prison,and its largest program in Indiana has supported maleand female offenders in transitional living since 1989. Itsservices include drug and addiction counseling, angermanagement and problem-solving programs, life-skillsclasses, and on-site adult education. This capital grantfrom the Trust supported building renovations of theTheodora House, located at 927 N. Pennsylvania Street.The Theodora House offers housing and supportiveservices to 300 women a year who are making thetransition from prison back to the community. In the past,VOA provided direct services to 40 women residentialclients at two different locations, both of which were filledto capacity. The Theodora House can accommodate upto 80 women at a time (with an average three-monthstay), thereby doubling VOA’s program capacity whilecreating administrative efficiencies. The Trust’s grant, its firstto VOA, helped the organization match a $1 million grantfrom the United Way Capital Projects Fund.

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PACE/OARIndianapolis, Indiana$75,000 grant

Established in 1982, the mission of PACE/OAR is helpingoffenders, ex-offenders and their families achieve positionsof responsibility and productivity in the community.Annually, the agency serves at least 5,000 inmates byoperating from inside the Marion County Jail, offeringsubstance abuse/relapse prevention counseling, HIV/AIDSawareness training, GED and adult basic education,family counseling, and preparation-for-release training.PACE/OAR then provides transitional services that helpreleased prisoners and their families adjust to life withinthe community.

In 2004 the Trust provided a third year of support forthe Return on Investment Program 2, which works toreintegrate offenders into the community. This expandedproject not only works with ex-offenders, but also with thechildren of incarcerated fathers; in addition, it providescounseling and other services to the children’s mothers.Since the Trust first funded this project, it has served 54families, including 97 children. The project’s outcomesdemonstrated a positive effect on the lives of theindividuals served, particularly the children. Behavioralinfractions decreased and self-esteem increasedsignificantly. Moreover, self reports and behavioralobservations made at home and in school demonstratedimproved restraint and cooperation. Nearly 97 percent ofthe youth completed the school year without suspensionor expulsion, and 100 percent of the children mademodest academic performance gains with promotion tothe next grade level.

A family participating in the Return on Investment Program 2 spends timereading together.

A client at Theodora House spends one-on-one time with her daughter.

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West Valley Child Crisis CenterGlendale, Arizona$50,000 grant

West Valley Child Crisis Center (WVCCC) has providedsafe, temporary housing and support services to abused,abandoned and neglected children since 1986. TheTrust’s relationship with the Center began in 2001 when itprovided $250,000 of support for the successful $3.3 millionKids Campus capital campaign, resulting in a beautifulnew facility. The original plan called for two of the fiveresidences to be operational when the Kids Campusopened in 2002 and to gradually phase in the remainingthree residences by 2006. However, in each of the nexttwo years, the Arizona Department of Economic Security,Division of Child Protective Services, asked WVCCC toaccelerate its plan due to seriously increasing need. Witha Trust grant of $75,000 in 2003 and this grant in 2004,along with other support from the community, all fiveresidences were made available for abused andabandoned children two years ahead of schedule.As a result, The West Valley Child Crisis Center is providingclose to 14,000 bed nights annually for children indesperate need.

Wesley Community Center (Centro de Salud)Phoenix, Arizona$50,000 grant

The Wesley Community Center (WCC) has been servinglow-income families of the Nuestro Barrio in south centralPhoenix since 1950. In 2004 approximately 9,073 primarilyLatino youth and families participated in WCC programsand services. Over the years, the Center’s serviceshave grown to include after-school and summer youthprograms, adult education classes, and communityoutreach and developmental activities. In August 2003with assistance from the Nina Mason Pulliam CharitableTrust, a new health clinic – Centro de Salud (Center ofHealth) – opened its doors. The Trust’s start-up grantsupported the salaries of the clinic’s first staff members.A renewed grant in 2003 helped fund the first medicaldirector position, and in 2004 a third grant from the Trustassisted the clinic in lengthening its hours of operation to24 hours per week, and expanding education programs inareas such as diabetes and asthma prevention. Overall,Centro de Salud staff and volunteers had some 1,187contacts with community residents last year. The clinicalso now provides prenatal services in association withBanner Good Samaritan Regional Medical Center andhas further expanded its community outreach through thetraining of “promatoras,” resident women who distributehealth education and prevention materials throughoutthe Nuestro Barrio neighborhood.

Dr. Mark Stephan, examining a patient, has his family practice at GoodSamaritan Hospital and is the volunteer medical director at Centro de Salud.

West Valley Child Crisis Center aides supervise children during morningplaytime.

*Denotes 2004 was the first year this organization received a Trust grant. 10


ORGANIZATION NAME GRANT AWARDED GRANT DESCRIPTION

100 Black Men of Indianapolis, Inc. $50,000 Continuing support for a second year to sustain and expand the Indianapolis, IN Scholastic Basketball program to help nearly 400 boys and girls in

IPS improve their academic performance, personal conduct andschool attendance.

*Adult and Child Center, Inc. 4,000 Support for Kamp Kool, a summer program that teaches social skills,Indianapolis, IN anger management techniques, conflict resolution skills, accepting

personal responsibility, and respecting self and others to emotionallydisturbed youth ages 9 to 13.

Adventure Discovery Inc. 50,000 Support to provide residential therapeutic treatment services, includingFlagstaff, AZ counseling, education and alternative learning activities, to at-risk

adolescents referred primarily from Maricopa County.

AIDS Project Arizona, Inc. 77,000 Support to improve services to 2,400 individuals suffering from HIV/AIDS.Phoenix, AZ

Alzheimer’s Association Inc., Desert Southwest Chapter 60,000 Support for Standards for Palliative Care for Advanced Dementia,Phoenix, AZ a one-year program to train caregivers and disseminate curriculum

and program standards to improve patient care throughout the state.

*The Amblyopia Foundation of America, Inc. 200,000 Support over two years to screen 8,000 underserved children in thePhoenix, AZ Wilson, Alhambra and Creighton school districts for visual disorders, in

collaboration with Prevent Blindness America.

American Diabetes Association, Inc. 8,560 Support for Camp John Warvel, a residential summer camping program Indianapolis, IN for diabetic youth ages 6 to 16.

*American Lung Association of Indiana 2,500 Support for a residential summer camp for asthmatic youth agesIndianapolis, IN 6 to 16.

ARC of Indiana 10,000 Support for Camp Awareness, a residential summer camp for autisticIndianapolis, IN youth ages 4 to 19.

Area Agency on Aging, Region One, Inc. 150,000 Continuing support for the second and third years for the DomesticPhoenix, AZ Older Victims Empowerment and Safety (DOVES) program to provide

transitional housing for victims of domestic violence over the age of 50in Maricopa County.

Area Youth Ministry 3,000 Support for the Adventure Challenge summer program, which takesIndianapolis, IN inner-city teens on adventures that focus on education,

service and adventure.

*Arizona Center for Disability Law 65,000 Support over two years for Navigating the Health Care Maze,Phoenix, AZ a program to provide self-advocacy training, one-on-one counseling

and printed health care guides to 750 Arizonans with disabilities.

Arizona Foundation for the Eye 175,000 Support over two years for the Arizona Telemedicine OphthalmicPhoenix, AZ Program (ATOP), a collaborative effort to provide diabetic retinopathy

screenings for persons with diabetes and assist with establishing theDiabetic Retinopathy Association of America.

Arizona Friends of Foster Children Foundation 10,473.14 Support for the holiday gifts program.Phoenix, AZ

Arizona Kidney Foundation 25,000 Support for the Kidney Early Evaluation Program, which provides freePhoenix, AZ early detection screenings to individuals who are at risk of developing

chronic kidney disease.

Arizona Republic Charities 150,000 Support over two years to match contributions raised through the sale(Child Abuse License Plate Fund) of the “It Shouldn’t Hurt to be a Child” license plates, which will fundPhoenix, AZ child abuse prevention programs throughout the state of Arizona.

Arizona State University Foundation 359,549 Support for the Nina Mason Pulliam Legacy Scholars program.Phoenix, AZ

11



Arizona State University $98,874.50 Support for a longitudinal evaluation study of the Nina Mason PulliamPhoenix, AZ Legacy Scholars program in collaboration with Indiana University

Purdue University Indianapolis (IUPUI).

Arizona Women’s Education and Employment, Inc. 100,000 Continuing support for a second year for Project Assets, a programPhoenix, AZ that provides job training, personal finance education, counseling,

community involvement and leadership training for approximately 80working-poor women in central Phoenix.

*Asian Pacific Community in Action 28,000 Support for a new agency to provide health education, diseaseChandler, AZ prevention and community outreach services to more than 300

individuals in the growing Asian Pacific Islander community living in thegreater Phoenix area.

Assistance League of Indianapolis, Inc. 15,000 Support for Operation School Bell, which provides school clothing andIndianapolis, IN supplies to 2,800 at-risk pre-school and elementary school children in

metropolitan Indianapolis.

Assistance League of Phoenix 170,000 Support to relocate the existing Philanthropic Center to Sunnyslope toPhoenix, AZ serve as the hub for the League’s charitable programs and support of

Operation School Bell.

*Assistive Technology Through Action in Indiana, Inc. 75,000 Support for a statewide assistive technology program that servesIndianapolis, IN individuals with disabilities by providing access to technology devices

and services needed for their independence.

Association of Arizona Food Banks 30,000 Support for the Let’s Talk Turkey campaign providing 4,500 turkeys toPhoenix, AZ Arizona food banks for the Thanksgiving and Christmas holidays.

At-Your-School Child Services, Inc. 55,000 Support to continue the Health Initiative, a pilot project with theIndianapolis, IN Community Health Network that provides a nurse consultant to assess

the health and special needs of children at all 54 AYS program sites.

Avondale Community Action Program 5,500 Support to provide needy families and individuals with assistance duringAvondale, AZ the holiday season.

Back-To-School Clothing Drive Association 23,000 Support to provide clothing, supplies and school uniforms for 4,000 toGlendale, AZ 6,000 students in 26 Phoenix-area school districts.

Beatitudes Center D.O.A.R., Inc. 50,000 Support to expand the Nurse and Health Ministries Network to assist sixPhoenix, AZ additional congregations to develop health promotion programs for

older adults, including health screenings, education, counseling andpeer support.

*Best Buddies Indiana 50,000 Support to expand the Best Buddies High Schools program into eightIndianapolis, IN additional high schools, serving 200 more students and volunteers.

The program matches special education students with traditional(able-bodied) peers.

Bicycle Action Project, Inc. 50,000 Support for the Learn-2-Earn program to prepare youth to enter theIndianapolis, IN labor force by teaching them marketable skills and helping with job

placements at local bicycle shops.

Big Brothers Big Sisters of Central Arizona 150,000 Support to maintain and expand mentor services to 300 youth agesPhoenix, AZ 6 to 15.

John H. Boner Community Center 95,000 Support to increase administrative capacity to manage 166 units ofIndianapolis, IN housing for senior citizens and disabled adults.

Boys & Girls Clubs of the East Valley 100,000 Support for the Member Outreach Initiative to expand membershipTempe, AZ by 500 youth at existing clubhouses in Gilbert, Guadalupe, Chandler

and Tempe.

Broadway United Methodist Church 3,000 Support for the Jubilee Summer Program, which provides academicIndianapolis, IN programming, character education, recreational development and

ongoing programs for teens, as well as opportunities for parental andcaregiver involvement.




Buckeye Community Action Program $5,500 Support to provide needy families and individuals with assistance duringBuckeye, AZ the holiday season.

Camp Fire USA, Greater Arizona Council 97,000 Support for the Camp Outreach Assistance Program to providePhoenix, AZ financial assistance to enable 680 children with economic, cultural and

skill barriers to participate in residential camp and retreat activities atCamp Wamatochick in Prescott.

*Camp Paz dba Stepping Stones of Hope 25,000 Support to provide bereavement counseling and grief education in aPhoenix, AZ camp setting in Prescott to 350 children, ages 6 to 18, and their families

who have experienced the death of a parent, sibling or othersignificant loved one.

Central Phoenix Family Services Center 5,500 Support to provide needy families and individuals with assistance duringPhoenix, AZ the holiday season.

Chandler Community Action Program 5,500 Support to provide needy families and individuals with assistance duringChandler, AZ the holiday season.

*Child/Family/School Enrichment Center, Inc. 50,000 Support to expand the tutoring/mentoring program to IPS #54 on theIndianapolis, IN near north side of Indianapolis to serve 50 more children.

*Children’s Action Alliance 77,300 Support to increase the enrollment in KidsCare (Arizona’s child healthPhoenix, AZ insurance program) by 50 percent.

The Church Federation of Greater Indianapolis, Inc. 35,000 Continuing support for a second year for the Loaves and FishesIndianapolis, IN Advocacy Network, which provides one-on-one information, referral

assistance and case management to 100 low-income and working-poor individuals and families who are at risk of homelessness.

Clinica Adelante, Inc. 50,000 Support for the Arizona Rural Health Team in Buckeye to purchase aSurprise, AZ self-contained mobile medical clinic to increase access to preventive

and acute health care and provide medical screenings during thesummer months.

Coburn Place Safe Haven 50,000 Support to expand organizational capacity to provide housing andIndianapolis, IN supportive services to approximately 100 women and their children

annually, who are affected by domestic violence.

*College Mentors for Kids! Inc. 50,000 Support to start a new CMFK! chapter at Martin University and expandIndianapolis, IN chapters at Butler University, Franklin College, IUPUI and the University of

Indianapolis to serve an additional 50 at-risk children. CMFK! currentlyserves 120 youth, ages 5 to 9, and 232 college students.

Community Alliance of the Far Eastside, Inc. 5,000 Support for a daily summer program that provides age-appropriateIndianapolis, IN educational enrichment, leadership skill building, and recreational and

cultural activities for youth ages 6 to 11.

Community C.A.R.E. Connections, Inc. 80,000 Continuing support for a third year for the Assistance for Victims ofPhoenix, AZ Domestic Violence program, which provides a central resource and

distribution system of donated goods and services for women andchildren at eight domestic violence shelters in Maricopa County.

Community Organizations Legal Assistance Project, Inc. 45,000 Support for a pro bono attorney to represent at least 10 nonprofitIndianapolis, IN organizations that provide services to the homeless in Indianapolis.

Concerned Citizens for Community Health 5,500 Support to provide needy families and individuals with assistance duringScottsdale, AZ the holiday season.

Concord Neighborhood Center 5,000 Support for Concord Summer Day Camp, a daily program that providesIndianapolis, IN recreational, educational and cultural experiences for youth ages

5 to 14.

Crisis Nursery, Inc. 100,000 Support for FACES, an early intervention program to help vulnerablePhoenix, AZ children develop the physical, emotional and social competencies

necessary to succeed at school and in life.

13



Crossroads Rehabilitation Center $75,000 Support to enhance the current Adult Day program for 50 adults withIndianapolis, IN developmental disabilities to ensure they have the opportunity to

become more self-sufficient.

The Damien Center, Inc. 50,000 Support for Project Independence, a self-sufficiency program thatIndianapolis, IN enables 195 clients with HIV/AIDS to secure employment, maintain their

health and establish stable housing.

Day Nursery Association 50,000 Continuing support for a second year for the Tuition Assistance Program,Indianapolis, IN which provides low-income parents with financial assistance for their

children’s day care.

Dayspring Center, Inc. 20,000 Support for the emergency family shelter and outreach programs.Indianapolis, IN

Dyslexia Institute of Indiana, Inc. 6,000 Support for a daily summer program that provides education for youth,Indianapolis, IN ages 6 to 16, with dyslexia/specific language disability.

The EAR Foundation of Arizona 90,000 Support for the Arizona Community Children’s Hearing Program toPhoenix, AZ provide training and equipment to Mountain Park Health Center and

Clinica Adelante, which serve low-income populations in Phoenix andthe northwest Valley of the Sun.

El Mirage Community Action Program 5,500 Support to provide needy families and individuals with assistance duringEl Mirage, AZ the holiday season.

Fathers and Families Resource/Research Center, Inc. 100,000 Continuing support for a second year of the education, employmentIndianapolis, IN and parenting programs, which serve 475 young fathers annually.

First Meridian Heights Presbyterian Church 5,840 Support for the JOY summer program, a youth employment programIndianapolis, IN that promotes teen leadership and rebuilding neighborhoods.

Florence Crittenton 45,000 Support for the Transitional Living Program to create a recruitment,Phoenix, AZ orientation and continuing education program for residential staff.

*Foster Angels of Arizona Serving Together, Inc. 45,000 Support for the Kids Learn FAAST program, which provides bothGilbert, AZ academic and personal guidance to 30 children in the care of Child

Protective Services by matching them with trained tutors/mentors.

Foundation For Blind Children 250,000 Support to purchase and renovate property adjacent to the currentPhoenix, AZ facility in central Phoenix to expand services to 700 children and adults.

*Foundation For Senior Living 250,000 Support to construct a permanent South Mountain Adult DayPhoenix, AZ Health Center to expand services to more than 60 economically

disadvantaged seniors and disabled adults.

Fresh Start Women’s Foundation 97,000 Support over two years to launch Healthy Family Relationships, aPhoenix, AZ collaborative program with Sojourner Center and the Halo of Hope

Foundation, to provide education, information and support to womeninvolved in potentially dangerous relationships.

Friendly House, Inc. 100,000 Support to construct a new administrative office and remodel existingPhoenix, AZ program space at the south central Phoenix community center.

The Generations Project 90,000 Continuing support for a second year for a collaborative effortIndianapolis, IN designed to improve Indiana’s system of long-term care services for

elderly and disabled citizens in the community.

Gila Bend Community Action Program 5,500 Support to provide needy families and individuals with assistance duringGila Bend, AZ the holiday season.

Gilbert Community Action Program 5,500 Support to provide needy families and individuals with assistance duringGilbert, AZ the holiday season.

Girl Scouts of Hoosier Capital Council, Inc. 75,000 Support to expand the Girl Scout program to 1,350 Indianapolis-areaIndianapolis, IN Latino girls ages 5 to 17.




Girls Ranch, Inc. of Arizona $162,500 Support over three years to hire a development director and provideScottsdale, AZ assistance to families who cannot afford the monthly resident

program fee.

Gleaners Food Bank of Indiana, Inc. 25,000 Support to aid in the distribution of surplus food to member charitableIndianapolis, IN agencies serving the needy and expand public awareness of hunger

and its root causes.

Glendale Community Action Program 5,500 Support to provide needy families and individuals with assistance duringGlendale, AZ the holiday season.

Golden Gate Community Center 125,000 Support to expand the Golden Gate Community Center to increasePhoenix, AZ behavioral health programming as a result of the merger with Arizona’s

Children Association.

Greater Phoenix Youth at Risk Foundation 25,000 Continuing support for a third year to expand the New PathwaysPhoenix, AZ Mentoring Program for at-risk youth, increasing the number of youth

served annually from 80 to 120.

Guadalupe Community Action Program 5,500 Support to provide needy families and individuals with assistance duringGuadalupe, AZ the holiday season.

Handi-Dogs, Inc. 41,000 Continuing support for a third year for the Phoenix program to teach 12Tucson, AZ to 15 deaf, hearing-impaired and/or physically disabled individuals to

train their own assistance dogs, to expand the program to people withother disabilities, and to study the feasibility of establishing a permanentsatellite service-dog training program in Phoenix.

Happy Hollow Children’s Camp, Inc. 5,000 Support for a residential summer camp, which provides adventureIndianapolis, IN education activities for youth ages 8 to 16.

HealthNet, Inc. 150,000 Support over two years for the Homeless Initiative Program, whichIndianapolis, IN provides street outreach, social support services and case

management to the homeless in Marion County by working in concertwith other human service agencies.

HomeBase Youth Services, Inc. 50,000 Support for the Transitional Living Program, which provides structuredPhoenix, AZ and safe apartment-style housing, food and clothing, education and

employment skills, and professional counseling and case managementto 135 homeless youth.

Homeward Bound 50,000 Continuing support for a second year for Project SOAR, a collaborativePhoenix, AZ program to screen and provide early intervention to children from birth

through age 5 who have developmental delays as a result ofhomelessness and domestic violence.

Improving Chandler Area Neighborhoods (ICAN) 50,000 Support for the After School and Intercession Program to increase theChandler, AZ participation of youth from 300 to more than 400 at the Chandler

facility and to implement the new Delinquency Prevention Program.

Indiana Amateur Baseball Association, Inc. 5,100 Support for a baseball summer program that teaches baseball history,Indianapolis, IN skill development and self-esteem to urban youth ages 8 to 18.

Indiana Canine Assistant and Adolescent Network, Inc. 50,000 Support to expand the organization’s service-dog training program toIndianapolis, IN increase the availability of service dogs to people in need in Indiana.

*Indiana Deaf Camps Foundation, Inc. 8,000 Support for a residential summer camp for deaf and hearing-impairedIndianapolis, IN youth ages 4 to 18.

Indiana Sports Corporation 5,000 Support for the Glen Howard Junior Golf summer program, whichIndianapolis, IN provides golf instruction for inner-city youth ages 8 to 16.

Indiana University National Center 100,000 Support for a new full-time bilingual outreach coordinator to provideof Excellence in Women’s Health health education and social service access to at least 500 IndianapolisIndianapolis, IN Hispanic women and their families.

15



Indiana University Foundation $271,096 Support for the Nina Mason Pulliam Legacy Scholars program.Indianapolis, IN

Indianapolis Art Center, Inc. 4,000 Support for the ArtVan program, which provides art classes to at-riskIndianapolis, IN youth, ages 5 to 12, at urban parks, churches, shelters and multi-service

centers. The program served 1,808 children.

Indianapolis Housing Agency 5,000 Support for the PRIDE Summer Employment Program, which providesIndianapolis, IN educational opportunities in finance, goal setting, skill building and

computers for youth ages 14 to 18.

Indianapolis Marion County Public Library Foundation 4,000 Support for the Summer Reading Program, a daily program designed toIndianapolis, IN nurture parents’ involvement in their children’s reading habits, reward

achievement, and encourage both children and adults to read.

*Indianapolis Medical Society Foundation 100,000 Support for Project Health, a collaboration with the Hudson InstituteIndianapolis, IN and leading health care providers and organizations, designed to

help identify and coordinate specialty care for low-income anduninsured individuals.

Interfaith Cooperative Ministries 10,000 Support for the Financial Assistance Program to provide emergencyPhoenix, AZ assistance for low-income and homeless individuals and families.

Ivy Tech Foundation 200,621.36 Support for the Nina Mason Pulliam Legacy Scholars program.Indianapolis, IN

Ivy Tech Foundation 250,000 Support for Ivy Tech’s For Our Health campaign to expand educationalIndianapolis, IN programs in health care, human services and early childhood

development at the Fort Harrison campus.

Jewish Family and Children’s Service 90,000 Support over two years to expand Shelter Without Walls to provide casePhoenix, AZ management, employment training, counseling and other assistance to

victims of domestic violence.

Joy’s House 40,000 Support to educate the Indianapolis public about the option of adultIndianapolis, IN day service.

The Julian Center, Inc. 36,000 Support to expand the Family Violence Outreach Program to serve atIndianapolis, IN least 300 victims of domestic violence who are not living in shelters.

Kid’s Voice dba Indiana Advocates for Children 40,000 Support to establish a comprehensive state clearinghouse for children’sIndianapolis, IN legal issues by merging the Children’s Law Center of Indiana with the

education programs of the Indiana Juvenile Justice Task Force.

Lighthouse Ministries, Inc. 32,500 Support for outreach programs to serve emergency needs of theIndianapolis, IN homeless population in central Indiana.

John F. Long Family Services Center 5,500 Support to provide needy families and individuals with assistance duringPhoenix, AZ the holiday season.

Make A Difference 50,000 Support for a three-year AmeriCorps Program, which is supporting 17Phoenix, AZ AmeriCorps members placed with seven nonprofit agencies to

implement and develop volunteer programs.

Maricopa Community Colleges Foundation 298,719 Support for the Nina Mason Pulliam Legacy Scholars program.Tempe, AZ

Martin University, Inc. 50,000 Continuing support for a second year for the Next Step EducationIndianapolis, IN through Archaeology program, a six-week summer research field

experience for 20 low-income and minority high school students.

Mental Health Association in Marion County 75,000 Support for the Our Town Integrated Service Agency, which annuallyIndianapolis, IN helps 60 young adults with mental illness to acquire skills that result in

independent living, increased education and employment.

Mesa Community Action Network, Inc. 5,500 Support to provide needy families and individuals with assistance duringMesa, AZ the holiday season.




Mission of Mercy - Arizona Mobile Clinic $50,000 Support to expand health services at clinic sites, increase outreach, andPhoenix, AZ develop the capacity and sustainability of the organization.

Mountain Park Health Center 100,000 Support for a new vision center to serve 4,500 patients in south Phoenix.Phoenix, AZ

*Muscular Dystrophy Association 2,500 Support for a residential summer camp.Indianapolis, IN

*National Alliance for the Mentally Ill (NAMI) of Indiana 15,000 Support to reach 80 additional family members by expanding the VisionIndianapolis, IN for Tomorrow program for parents and primary caregivers of children

and adolescents afflicted with severe mental illnesses.

*The National Conference for Community and Justice 40,000 Support to design and implement Anytown Jr., a new four-day summerPhoenix, AZ camp that provides skills, knowledge and awareness to junior high

school leaders, ages 12 to 14, to create an inclusive and respectfullearning environment for all students.

Neighborhood Housing Services of Phoenix 50,000 Support to continue a full range of homebuyer services to more thanPhoenix, AZ 800 low- and moderate-income families annually.

Noble of Indiana 100,000 Support for Noble’s Intensive Person-Centered Planning program, whichIndianapolis, IN offers 200 individuals with disabilities active input in choices about their

services and goals.

Northwest Tempe Neighborhoods 30,000 Continuing support for a third year of the Homebuyer AssistanceCommunity Development Corporation Program to serve 300 low- and moderate-income families in Tempe.(NewTowN CDC)Tempe, AZ

Outreach, Inc. 73,000 Support over two years to expand the GOAL Initiative to support 45Indianapolis, IN homeless high school students currently enrolled in IPS to complete high

school and pursue education and career options.

PACE/OAR 75,000 Continuing support for a third year to expand the Return on InvestmentIndianapolis, IN Program 2, which works with incarcerated individuals and their families

to help reintegrate offenders into the community and re-establishrelationships with their children.

*Paws and Think, Inc. 30,000 Support to enable 100 at-risk youth to train shelter dogs as companionIndianapolis, IN and service dogs for senior citizens and people with disabilities.

Peace Learning Center, Inc. 50,000 Support to increase its outreach efforts, which will provide conflictIndianapolis, IN resolution skill-building programs to18,000 fourth- and sixth-grade Marion

County children annually.

*People’s Burn Foundation of Indiana, Inc. 50,000 Support to create the Establish the Need House to help victims ofIndianapolis, IN residential fires rebuild their lives by providing free furnishings and

household goods in conjunction with burn survivor support and fireprevention information.

Peoria Community Action Program 5,500 Support to provide needy families and individuals with assistance duringPeoria, AZ the holiday season.

*Phoenix Guide Dog Raisers, Inc. 10,000 Support for pet food and the veterinary care of 40 puppies being raisedPhoenix, AZ and trained as guide dogs for the blind and visually impaired by the

organization’s volunteers.

Phoenix Rescue Mission 15,000 Support to meet the increased demand for food distribution andPhoenix, AZ provide an additional 54,000 meals this year.

Planned Parenthood of Central 50,000 Support to relocate and expand the Southwest Valley Health Center inand Northern Arizona Avondale to the West Valley Hospital Medical Center in Goodyear toPhoenix, AZ increase the number of women served, and enhance the quality and

quantity of services.

17



Police Athletic League of Indianapolis, Inc. $50,000 Support for the Tutoring/Mentoring for Elementary Students programIndianapolis, IN and the Healthy Reasons to Say No to Drugs program. Last year, the

organization served 18,000 youth with its in-school programs and 3,500young people in its after-school programs.

PREHAB of Arizona, Inc. 86,000 Support for building repairs at the Faith House Domestic ViolenceMesa, AZ Shelter, which serves 300 women and children annually.

Prevent Child Abuse Indiana, Inc. 175,000 Support to enhance PCA’s capacity to raise public awareness andIndianapolis, IN educate the people of Indiana about child abuse prevention.

*Purdue University 25,000 Support for the Center for Families to conduct a pilot in Indianapolis ofWest Lafayette, IN the ACT Against Violence program, which provides child development

and violence prevention education for caregivers working with childrenfrom birth to age 8.

Recording for the Blind & Dyslexic, Arizona Unit 7,200 Support to purchase computer hardware and software toPhoenix, AZ produce audio textbooks for students with visual, learning and

physical disabilities.

Respite Shelter for Homeless Men, Inc. 20,000 Continuing support for a third year to continue providing temporaryPhoenix, AZ shelter and care for homeless men released from hospitalization

for recovery.

*RISE Learning Center 95,000 Support to expand the MOVE program, which allows 110 students withIndianapolis, IN severe disabilities to acquire motor skills needed to participate in

activities of daily living free of wheelchairs.

St. Augustine’s Home for the Aged 40,000 Support for capital improvements.Indianapolis, IN

The Saint Christopher Center, Inc. 50,000 Support to increase day care services from 20 to 35 homeless childrenIndianapolis, IN and provide specialized programming to the infant and toddler

age group.

*St. Elizabeth’s Coleman Pregnancy & Adoption Services 75,000 Support for the Adoption Awareness Campaign to increase theIndianapolis, IN organization’s annual adoptions and promote St. Elizabeth’s as a

referral resource for area hospitals.

The Salvation Army, Indianapolis 50,000 Support to provide shelter and support services for needy and at-riskIndianapolis, IN women with children and families during the holiday season.

The Salvation Army, Phoenix 50,000 Support of the annual Christmas program, which distributes food, toysPhoenix, AZ and gifts to 70,000 low-income families and individuals.

*Save the Youth, Inc. 4,000 Support for a daily summer program that includes training and careerIndianapolis, IN awareness in community service occupations, career-focused field trips,

problem solving, decision making and recreation for youth ages 5 to 15.

*School on Wheels 30,000 Support to enhance and enrich the educational opportunities forIndianapolis, IN homeless children through a volunteer tutoring program that operates

at five homeless shelters and a local public school.

Second Helpings, Inc. 125,000 Support for renovation of its new headquarters to better utilize rescuedIndianapolis, IN food to feed more than 35,000 people annually and train 75 adults for

positions in the culinary field.

Self-Employment Loan Fund, Inc. 80,000 Continuing support for a third year to provide financial literacy andPhoenix, AZ business ownership training to 200 low-income individuals.

Shalom Health Care Center, Inc. 110,000 Support to expand accessible, cost-effective health care to anIndianapolis, IN additional 1,000 patients living in the Eagledale community.

*Shoebox Ministry, Inc. 20,000 Support to distribute personal hygiene products to more than 80 localScottsdale, AZ agencies serving the homeless and working poor.




Sky Harbor Family Services Center $5,500 Support to provide needy families and individuals with assistance duringPhoenix, AZ the holiday season.

Southeast Neighborhood Development, Inc. 30,000 Support to implement a rental housing outreach program toIndianapolis, IN stabilize housing options for low-income residents in the

Fountain Square neighborhood.

*Southwest Autism Research and Resource Center 125,000 Support for Project Gateway, a program that serves the therapeutic,Phoenix, AZ recreation and habilitation needs of children with autism from

low-income families and prepares children to integrate into the publicschool system.

Sunnyslope Family Services Center 5,500 Support to provide needy families and individuals with assistance duringPhoenix, AZ the holiday season.

Teachers’ Treasures, Inc. 15,000 Support for a program that provides donated school and office suppliesIndianapolis, IN to low-income students in 134 Marion County schools.

Tempe Community Action Agency, Inc. 5,500 Support to provide needy families and individuals with assistance duringTempe, AZ the holiday season.

Tolleson Community Action Program 5,500 Support to provide needy families and individuals with assistance duringTolleson, AZ the holiday season.

Training, Inc. 100,000 Support to continue employment training services to 150 low-skilledIndianapolis, IN individuals on an annual basis.

Tumbleweed Center for Youth Development 50,000 Continuing support for a second year for the Pappas Place Drop-inPhoenix, AZ Center and Extended Outreach Program to provide services to

approximately 700 homeless youth annually.

United Christmas Service 35,000 Support to provide needy families and individuals with assistance duringIndianapolis, IN the holiday season.

United Way of Central Indiana 100,000 Support to assist with the funding of basic needs services inIndianapolis, IN central Indiana.

Valley of the Sun United Way 100,000 Support to assist with the funding of basic needs services inPhoenix, AZ Maricopa County.

*Volunteers of America of Indiana, Inc. 200,000 Support for the Theodora House, a comprehensive services center thatIndianapolis, IN provides housing and supportive services annually for 300 women

making the transition from prison back into the community.

Waste Not, Inc. 40,000 Continuing support for a second year to assist the agency’sScottsdale, AZ capacity-building efforts and complete the transition from a

volunteer-run agency to one with paid staff.

Wesley Community Center, Inc. 50,000 Continuing support for a third year for Centro de Salud,Phoenix, AZ a community-based health center, which provides 2,500 clinic patient

visits annually to the low-income, uninsured Hispanic population in southcentral Phoenix.

West Valley Child Crisis Center, Inc. 50,000 Continuing support for a second year to open the remaining eight-bedGlendale, AZ home on the Kids Campus to provide a safe haven and services to an

additional 75 children per year who are victims of abuse,abandonment and neglect.

Wheeler Mission Ministries 32,500 Support for a homeless shelter for men. Support services includeIndianapolis, IN medical care, a dental clinic, a reading room/day center and

a clothing exchange.

Whispering Hope Ranch Foundation 500,000 Support to redevelop the nature trail into a majorScottsdale, AZ handicapped-accessible feature of the year-round camp and learning

facility for children with special needs.

19



Wickenburg Community Action Program $5,500 Support to provide needy families and individuals with assistance duringWickenburg, AZ the holiday season.

Travis L. Williams Family Services Center 5,500 Support to provide needy families and individuals with assistance duringPhoenix, AZ the holiday season.

Winter Assistance Fund 50,000 Support to provide emergency utility assistance forIndianapolis, IN low-income households.

Wishard Memorial Foundation 200,000 Support for the GRACE program, which coordinates care with aIndianapolis, IN multidisciplinary team to assist 500 low-income elderly patients in

maintaining their health and independence.

Women Living Free 75,000 Support for a 12-month pre-release program for women in prison thatPhoenix, AZ includes a structured curriculum on substance abuse and addiction,

family reunification, and non-violent communication, as well asa 24-month post-release transitional housing program.

*Workforce, Inc. 50,000 Support to strengthen the local workforce by employing or advancingIndianapolis, IN 50 low-skill workers in inner-city businesses.

YWCA of Maricopa County 75,000 Support for increased staffing and capital improvements for HavenPhoenix, AZ House, a shelter for homeless or abused women and their children.

Helping People in Need • 166 Grants $10,734,333

*Denotes 2004 was the first year this organization received a Trust grant.

The faces of the Trust’s support for Helping People in Need: a family together through the assistance of PACE/OAR, a mother and daughter at Volunteersof America of Indiana, West Valley Child Crisis Center’s children, Dr. Stephan and his patient at Centro de Salud, pictured from top left moving clockwise.


PROTECTING ANIMALS AND NATURE 2004

Northern Arizona University Foundation(Fossil Creek Project) Flagstaff, Arizona$145,000 grant

The Trust provided support for A ComprehensiveRestoration and Monitoring Plan for Fossil Creek: A Modelfor Dam Removal in the 21st Century. This collaborativeproject will document and assess current watershedconditions, provide scientific recommendations forrestoration, and implement a long-term monitoring planto critically evaluate the success of the restoration of FossilCreek. The project is predicated on the decommissioningof the Childs-Irving hydroelectric facilities and dismantlingof the dam, operated by Arizona Public Service. Located

in rural central Arizona, Fossil Creek provides one of thebest opportunities for riparian restoration in the Southwest;its natural travertine formations create waterfalls and lushblue-green pools due to the unusual chemistry of thesprings, and it is a haven for native fish, frogs, birds andplants. The results of this study will be applicable todecisions concerning the tens of thousands of small damsthat will be decommissioned in the years and decades tocome. Partners include Arizona Public Service, U.S. ForestService, Arizona Game & Fish Department, U.S. Fish &Wildlife Service, Bureau of Reclamation, Museum ofNorthern Arizona, Paul Bockhorst Productions, and non-profit organizations such as The Nature Conservancy andAmerican Rivers.


Arizona Animal Welfare League, Inc. $100,000 Support to hire a full-time veterinarian and purchase supplies for thePhoenix, AZ new Healing House animal infirmary to rehabilitate abused and

abandoned dogs and cats for adoption into permanent homes.

Arizona Humane Society 50,000 Support for the Emergency Animal Medical Technician program toPhoenix, AZ respond to the increasing number of calls for service to assist sick,

injured or distressed animals.

Arizona Trail Association 50,000 Continuing support for a third year to coordinate the involvement ofPhoenix, AZ nearly 3,000 volunteers in the construction and maintenance of the

roughly 800-mile Arizona Trail.

Camp Fire USA Indiana Heartland Council 4,500 Support for the WorldWise summer program, which providesIndianapolis, IN educational sessions on the ecosystem and nature for youth

ages 4 to 13.

Central Indiana Land Trust, Inc. 40,000 Support for a full-time community relations coordinator to develop andIndianapolis, IN implement education and community awareness programs, volunteer

recruitment, and public outreach efforts for adults and youth,corporations, and organizations.

Fish sampling, part of a multi-agency effort in the fall of 2004, was critical to the native fish restoration project at Fossil Creek; the Lowland Leopard frog, anative of Fossil Creek, is listed as a “sensitive”species; the Yellow-Billed Cuckoo is a candidate for listing under the Endangered Species Act and nests in FossilCreek’s riparian habitat; the Desert Sucker fish is one of the native fish species that has been in decline and now is a part of the restoration at Fossil Creek; ascenic fall along Fossil Creek; opposing page features raccoon tracks found along the creek.

21

PROTECTING ANIMALS AND NATURE 2004


Desert Foothills Land Trust, Inc. $35,000 Support for the Desert Habitat Restoration project, a collaboration withCave Creek, AZ the Center for Native and Urban Wildlife,Volunteers for Outdoor

Arizona and the Desert Botanical Garden, to collect and propagatenative plant material for revegetation projects on DFLT preserves andsurrounding properties.

Friends of the White River, Inc. 100,000 Support over two years to expand River School, a collaborativeIndianapolis, IN environmental education effort that will provide 200 Indianapolis-area

students with a full-day, interactive, on-the-water learning experience.

Grand Canyon Trust 100,000 Support for the protection, conservation and restoration of 900,000Flagstaff, AZ acres of grazing land and diverse wildlife habitat near the north rim of

the Grand Canyon through the purchase and management of theKane and Two Mile Ranches.

*Grand Canyon Wildlands Council, Inc. 65,000 Support for Conserving the Mogollon Rim, a program to protect andFlagstaff, AZ restore critical wildlife habitat through on-the-ground restoration efforts

and generating information that will help upcoming forest planrevisions to benefit wildlife.

*The Home For Friendless Animals, Inc. 25,000 Support for adoption services at a no-kill shelter dedicated toWaynetown, IN providing a safe home for stray, abandoned and injured cats and

dogs in central Indiana.

Humane Society of Indianapolis, Inc. 200,000 Support over two years for the new Spay/Neutering Services ProgramIndianapolis, IN to ensure all animals adopted from the Humane Society are sterilized

prior to leaving the facility. The Humane Society estimates it willconduct 7,600 sterilizations in 2004-2005.

Indiana Wildlife Federation, Inc. 70,000 Support to implement the Conservation Education Connection toCarmel, IN develop at least 20 Schoolyard Wildlife Habitats in IPS schools and

expand the Backyard Wildlife Habitat program to establish 50 newurban habitats.

*IndyFeral Inc. 10,000 Support to help the organization reduce Marion County’s populationIndianapolis, IN of 178,000 stray and feral cats through the non-lethal method of

Trap-Neuter-Return.

*Keep Indianapolis Beautiful 30,000 Support to create a curriculum-based outdoor classroom that providesIndianapolis, IN continuing hands-on environmental education opportunities for

students and faculty at the Indiana School for the Blind.

Marian College 125,000 Support to work with the students and teachers at IPS Cold SpringIndianapolis, IN School, prepare curriculum-based activities for the Marian College

EcoLab, coordinate school visits, and recruit and organize volunteers.

The Nature Conservancy Inc. - Indiana Chapter 160,000 Support for a program to educate people about the benefits andIndianapolis, IN importance of the Brown County Hills’ complex forest system and to

conserve forested habitats within the region.

*Northern Arizona University Foundation 145,000 Support for a collaborative project through Northern Arizona University’sFlagstaff, AZ Center for Sustainable Environments to coordinate a comprehensive

restoration and monitoring plan following the decommissioning of anArizona Public Service dam located in Fossil Creek, a tributary of theVerde River in central Arizona.

Southwest Wildlife Rehabilitation and 62,500 Support to expand and formalize the environmental and wildlifeEducational Foundation, Inc. education program presented both in Valley schools and at Southwest’sScottsdale, AZ nature center/zoo in northeast Scottsdale.

Protecting Animals and Nature • 18 Grants $1,372,000



ENRICHING COMMUNITY LIFE 2004

Indianapolis Children’s Choir (ICC)Indianapolis, Indiana$25,000 grant

The Indianapolis Children’s Choir is an internationallyacclaimed music performance and education programfor children that develops their performance skills andunderstanding and appreciation of music. Founded byArtistic Director Henry Leck in 1986, the choir now includesmore than 1,000 participants in its various programs.Children from 9 to 18 rehearse and perform choral musicin a variety of styles and at various levels of vocal ability,while the Early Childhood Program serves children ages1 to 8. Support from the Trust enhanced ICC’s HarmonyProgram, an inner-city outreach program that providesafter-school music education experiences to at-risk youthin grades four through eight. Started in 2000, the HarmonyProgram presently draws 247 children from 24 area publicschools to four Indianapolis neighborhood sites for weeklyafter-school sessions, culminating in semiannual publicconcerts. Participants also have the opportunity toadvance to one or more of the ICC’s national andinternational touring choirs.


Arizona Grantmakers Forum $8,000 Support to expand and strengthen Arizona’s philanthropic resourcesPhoenix, AZ and organizations.

Collaboration for a New Century, Inc. 30,000 Continuing support for a third year for the Center for CollaborationPhoenix, AZ to provide technical assistance, training and materials to assist

organizations in promoting access to housing, health care,employment and healthy environments for children.

Council on Foundations 10,000 Support to expand and strengthen philanthropy in the United States,Washington, DC especially the grantmaking of private foundations.

Eiteljorg Museum of American Indians and Western Art 200,000 Support for equipment and furnishings for the Nina Mason PulliamIndianapolis, IN Education Center, which is scheduled to open in June 2005.

Executive Service Corps of Indianapolis, Inc. 35,000 Support to expand management consulting assistance to 180 nonprofitIndianapolis, IN organizations in central Indiana to help enhance their performance in

serving the community.

President Benjamin Harrison Foundation, Inc. 50,000 Continuing support for a second year for the Elementary SchoolIndianapolis, IN Education Program, which is designed to increase students’

understanding of America’s system of government,President Benjamin Harrison and U.S. History.

Indiana Grantmakers Alliance 10,000 Support to expand and strengthen Indiana’s philanthropic resourcesIndianapolis, IN and organizations.

Indianapolis Children’s Choir 25,000 Support to enhance the Harmony Program, an inner-city outreachIndianapolis, IN program that presently serves nearly 250 disadvantaged students from

14 IPS and 10 Warren Township schools.

Irvington Historical Society, Inc. 50,000 Support to install exterior signage and complete the lower level of theIndianapolis, IN Bona Thompson Memorial Center to accommodate classroom arts

instruction and community events.

23

ENRICHING COMMUNITY LIFE 2004


NPower Indiana, Inc. $37,000 Support to provide five human service organizations with approximatelyIndianapolis, IN 350 hours of on-site computer training, consulting for technology

assessment and planning, and infrastructure support.

Phoenix Family Museum 90,000 Support for an executive director to help create a new family-centeredPhoenix, AZ museum in downtown Phoenix.

*Rebuilding the Wall, Inc. 50,000 Support to implement the housing rehabilitation program, which helpsIndianapolis, IN families to purchase and renovate homes on the near northeast side

of Indianapolis.

The Sycamore Foundation, Inc. 17,500 Support for one winner of the 2004 Indiana Achievement Awards and toIndianapolis, IN underwrite the Indianapolis Best Practices seminar, which encourage

and honor excellence in nonprofit service delivery.

West Valley Fine Arts Council 50,000 Continuing support for a third year of Gallery 37, a regional arts-basedLitchfield Park, AZ youth employment and development program, which provides

on-the-job training for youth, ages 15 to 18, to work as apprentices toprofessional artists.

Young Audiences of Indiana, Inc. 100,000 Support over two years to implement the Young-at-Arts program in 12Indianapolis, IN Head Start centers in Marion and Hamilton counties, which will give 152

child care workers an opportunity to develop and expand their skills toteach the arts to 1,946 low-income and special needspre-school children.

Enriching Community Life • 15 Grants $762,500


Helping People in Need • 166 Grants $10,734,333Protecting Animals and Nature • 18 Grants 1,372,000Enriching Community Life • 15 Grants 762,500

Grand Total • 199 Grants *$12,868,833

*Total grant dollars do not agree with the total grantsand scholarship dollars approved in the accompanyingfinancial statements due to the discounted value offuture grant amounts.

Under the direction of Outreach Director Melissa Keylock, the ICC Charter School Honor Choir performs for the statewide Indiana Charter SchoolConference. The ICC Charter School Honor Choir brings together 55 children ages 9 to 13 and partners with four schools as part of the IndianapolisChildren’s Choir Harmony Choir outreach program.

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INDEPENDENT ACCOUNTANTS’ REPORT

TrusteesNina Mason Pulliam Charitable TrustIndianapolis, Indiana

We have audited the accompanying statements of financial position of the Nina Mason Pulliam Charitable Trust as ofDecember 31, 2004 and 2003, and the related statements of activities and cash flows for the years then ended.These financial statements are the responsibility of the Trust’s management. Our responsibility is to express an opinion onthese financial statements based on our audits.

We conducted our audits in accordance with auditing standards generally accepted in the United States of America.Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financialstatements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting theamounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used andsignificant estimates made by management, as well as evaluating the overall financial statement presentation. We believethat our audits provide a reasonable basis for our opinion.

In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of theNina Mason Pulliam Charitable Trust as of December 31, 2004 and 2003, and the changes in its net assets and its cash flowsfor the years then ended in conformity with accounting principles generally accepted in the United States of America.

Indianapolis, IndianaJanuary 26, 2005

December 31, 2004 and 2003

Assets 2004 2003

Cash and cash equivalents $5,934,770 $7,206,800

Accrued dividends and interest 496,108 480,993

Investments 347,601,890 332,645,165

Equipment and leasehold improvements - net 252,851 289,909

Other 136,935 574,113

Total assets $354,422,554 $341,196,980

Liabilities

Accounts payable and accrued expenses $402,488 $281,770

Federal current and deferred excise tax 138,087 –

Grant and scholarship commitments 3,402,032 3,078,404

Total liabilities 3,942,607 3,360,174

Net Assets - unrestricted 350,479,947 337,836,806

Total liabilities and net assets $354,422,554 $341,196,980

See notes to financial statements.

BKD,LLP

STATEMENTS OF FINANCIAL POSITION

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STATEMENTS OF ACTIVITIES FOR THE YEARS ENDED


Investment Income and Fees 2004 2003

Interest and dividends $7,870,948 $8,158,232Net realized gain on investments 5,309,760 4,316,192Net unrealized gain on investments 17,131,628 50,923,194

Total investment income 30,312,336 63,397,618Investment management fees (1,347,562) (1,179,137)

Net investment income 28,964,774 62,218,481

ExpensesEmployees’ salaries and benefits 2,011,676 1,941,292Trustees’ fees 117,500 111,500Legal and audit expense 36,874 51,097Occupancy expense 362,321 338,584Depreciation expense 107,460 119,792Consulting expenses 147,075 183,008Other expenses 384,441 412,719

Total expenses 3,167,347 3,157,992

Excess of Investment Income Over Expenses Before Grantsand Scholarships and Excise Tax 25,797,427 59,060,489

Grants and Scholarships Approved 12,750,760 11,937,039

Federal Excise Tax Expense 403,526 620,583

Change in Unrestricted Net Assets 12,643,141 46,502,867

Unrestricted Net Assets, Beginning of Year 337,836,806 291,333,939

Unrestricted Net Assets, End of Year $350,479,947 $337,836,806



Operating Activities 2004 2003

Change in net assets $12,643,141 $46,502,867Items not requiring (providing) cash

Realized gain on sale of investments (5,309,760) (4,316,192)Unrealized gain on investments (17,131,628) (50,923,194)Deferred excise tax benefit 171,287 509,232Depreciation 107,460 119,792

Changes inAccrued dividends and interest (15,115) 390,802Other assets 422,042 (125,375)Federal excise tax payable (18,064) 49,351Accounts payable and accrued expenses 120,718 606Grant and scholarship commitments 323,628 (1,288,955)

Net cash used in operating activities (8,686,291) (9,081,066)

Investing ActivitiesPurchase of equipment (70,402) (25,410)Purchase of investments (342,967,225) (439,716,371)Proceeds from sales and maturities of investments 350,451,888 449,993,533

Net cash provided by investing activities 7,414,261 10,251,752

Net Increase (Decrease) in Cash and Cash Equivalents (1,272,030) 1,170,686

Cash and Cash Equivalents, Beginning of Year 7,206,800 6,036,114

Cash and Cash Equivalents, End of Year $5,934,770 $7,206,800

Supplemental Cash Flow InformationExcise tax paid $250,303 $62,000


STATEMENTS OF CASH FLOWS FOR THE YEARS ENDED

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NOTES TO FINANCIAL STATEMENTS

Note 1: Organization

The Nina Mason Pulliam Charitable Trust (Trust) is a continuing trust established under the provisions of Article 5 of the Nina MasonPulliam Revocable Trust Agreement. The term of the Trust shall be for 50 years after the date of death of Nina Mason Pulliam,which was March 26, 1997. During the Trust’s term, the Trustees are directed to distribute annually the higher of all of the Trust’s netincome or the distributable amount necessary to comply with federal tax laws from the Trust property to qualified organizations.Upon the expiration of the Trust term, the principal and remaining income shall be distributed to qualified organizations.

The Trust seeks to help people in need, especially women, children and families; to protect animals and nature; and to enrichcommunity life through grantmaking in the metropolitan areas of Indianapolis, Indiana, and Phoenix, Arizona. In 2001 the Trustimplemented the Nina Mason Pulliam Legacy Scholars program, which seeks individuals 25 years and older who havedependents and share the goal of acquiring a college degree to enhance future opportunities for their families. Others assistedthrough this program include financially independent young adults seeking to enter college for the first time who have grown upin the child welfare system and college-age youth and adults with physical disabilities.

Note 2: Summary of Significant Accounting Policies

The Trust maintains its records on the accrual basis of accounting. The more significant accounting policies used by the Trust areas follows:

Use of Estimates

The preparation of financial statements in conformity with accounting principles generally accepted in the United States ofAmerica requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities anddisclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues,expenses and other changes in net assets during the reporting period. Actual results could differ from those estimates.

Cash and Cash Equivalents

Cash and cash equivalents consist of bank deposits in federally insured accounts and money market funds. At December 31,2004, the Trust’s cash accounts exceeded federally insured limits by approximately $5,640,000. For purposes of the statements ofcash flows, the Trust considers highly liquid investments with an original maturity of three months or less when purchased to becash equivalents.

Investments

Investments (including other investments) are carried at fair value. Fair value is based on quoted market prices, if available.If a quoted market price is not available, fair value is estimated using quoted market prices for similar securities. Realized andunrealized gains and losses are reflected in the statements of activities.

Securities Lending

The Trust has entered into a securities lending agreement and guaranty with the Bank of New York. Cash, U. S. Governmentsecurities, and/or letters of credit can collateralize loaned securities. Collateral required is equal to 102 percent of the currentmarket value of the loaned securities. Income earned from the secured lending transactions is recorded as investment income.The Trust continues to carry the loaned securities as its assets. As of December 31, 2004, the total amount of securities subject tothis program was $36,487,900.

Federal Excise Tax

The Trust is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code (Code) and a private foundationunder Section 509 of the Code. As a result, the Trust has not provided for state or federal income taxes. The Trust is subject to afederal excise tax of 1 percent or 2 percent on net investment income, as defined by the Code, and has recorded excise taxliabilities in the financial statements. Deferred federal excise taxes (benefits) result from the tax effects associated with unrealizedappreciation (depreciation) on the Trust’s investments.

Equipment and Leasehold Improvements

Equipment, leasehold improvements and automobiles are carried at cost. Depreciation is computed using the straight-linemethod based upon the estimated useful lives that range from three to 10 years.

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Net Asset Classification

All net assets of the Trust are unrestricted and may be used at the discretion of the Trustees to support the Trust’s purposesand operations.

Note 3: Federal Excise Taxes

The current provision for Federal excise taxes are provided at 2 percent and 1 percent for the years ended December 31, 2004and 2003, respectively, and deferred taxes are provided at 1 percent in both years. The following are the Federal excisetax components:

2004 2003

Current expense $232,239 $111,351

Deferred expense 171,287 509,232

Federal excise tax expense $403,526 $620,583

Refundable and deferred excise tax benefits at December 31, 2003, of $15,136 are included in other assets.

Note 4: Investments

As of December 31, 2004 and 2003, the investments of the Trust included:

2004 2003

Market Value Amortized Cost Market Value Amortized Cost

U. S. GovernmentTreasury securities $35,617,898 $35,642,270 $34,240,382 $34,318,484

Corporate bonds 9,899,776 9,337,376 9,517,148 8,737,584

Equity securities 105,730,473 88,047,524 114,863,582 101,504,181

Mutual funds 179,127,795 185,427,138 122,388,652 142,518,671

Other 17,225,948 17,462,263 51,635,401 51,012,554

$347,601,890 $335,916,571 $332,645,165 $338,091,474

Note 5: Derivative Financial Instruments

The Trust employs 11 investment managers to manage its portfolio. These managers are required to follow the Trust’s investmentpolicy with regards to investment risk and yield. In connection with manager contracts, the Trust can invest in U. S. Treasury futurescontracts, fixed income options, swaps and money market futures primarily to enhance the overall yield of investments and toplace its investment portfolio at a certain position on the yield curve. Credit loss exposure exists in the event of nonperformanceby the other parties, principally large brokerage firms, to such instruments.

The following net realized gains and losses relating to the Trust’s derivative instruments have been included in the statements ofactivities for the years ended December 31.

2004 2003

U. S. Treasury futures $938,276 $(101,805)

Fixed income options – 226,155

Money market futures 149,518 134,340

Interest rate swaps and other 5,506 334,233

$1,093,300 $592,923

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Note 6: Operating Leases

The Trust has entered into noncancelable 10-year office space leases in Indianapolis, Indiana, and Phoenix, Arizona. Both leasesinclude provisions for inflationary rent increases and require the Trust to pay for its share of building operating costs above thebase year amount. The Trust has the option to extend each lease for an additional five years beyond the expiration of the initialterm. Rent expense for space in Indianapolis and Phoenix totaled $344,591 and $321,173 for the years ended December 31, 2004and 2003.

Future minimum rents to be paid under these leases, excluding future escalation for rents, realizable taxes and building operatingexpenses, are:

2005 $318,136

2006 318,136

2007 325,505

2008 328,269

2009 222,112

Thereafter 170,987

Total $1,683,145

Note 7: Employee Benefit Plans

The Trust maintains a wage deferral plan qualified under Section 401(k) of the Internal Revenue Code that covers all participatingemployees. The Trust makes 7 percent contributions to each employee’s 401(k) plan account based upon that employee’swages and provides matching funds on a dollar-for-dollar basis up to the first 4 percent of an employee’s discretionarycontribution. Total Trust contributions to the plan were $151,889 in 2004 and $153,736 in 2003.

In 2004 the Trust adopted a key employee wage deferral plan under Section 457(b) of the Internal Revenue Code. The 457(b)plan replaces a split-dollar life insurance program that was terminated in 2003. The Trust makes contributions to the plan based onthe employee’s position and a percentage of salary. Total Trust contributions to the plan were $27,624 in 2004.

Note 8: Program Expenses

The components of program and support services expenses for the years ended December 31, 2004 and 2003, included:

2004 2003Direct philanthropy program expenses $13,963,971 $13,083,237General and administrative expenses 1,954,136 2,011,794Investment management and excise tax expenses 1,751,088 1,799,720

$17,669,195 $16,894,751

Note 9: Grant and Scholarship Commitments

At December 31, 2004, grant and scholarship commitments are expected to be paid to qualifying organizations as follows:

2005 $1,775,651

2006 922,646

2007 530,872

2008 244,570

2009 127,727

3,601,466

Present Value Discount (199,434)

Total $3,402,032

For the years ended December 31, 2004 and 2003, the total amount of grant expense for prior, current and future years was$12,750,760 and $11,937,039, respectively. The discount rates used on grant commitments for the years 2005 through 2009range from 4.0 percent to 8.5 percent.

Nina Mason Pulliam was born in 1906 in rural Martinsville, Indiana,one of seven children. As a high school sophomore, she received herfirst compensation for a literary essay. She went on to study journalismat Franklin College in Franklin, Indiana, and later attended IndianaUniversity and the University of New Mexico. After college, she tooka full-time job at Farm Life, a national magazine published inSpencer, Indiana. When the magazine folded during the Depression,she went to work in Lebanon, Indiana, for an ambitious newspaperpublisher named Eugene C. Pulliam. They were married in 1941.

During their marriage, the Pulliams traveled abroad extensively as ahusband and wife writing team. They were among the firstAmericans to visit and write about post-World War II conditions inEurope. Over 11 years, Nina Pulliam was published in newspapersthroughout North America, and her articles were compiled intoseven books.

Nina Pulliam was the founding secretary-treasurer and a director ofCentral Newspapers, Inc., which Mr. Pulliam had established in 1934.Upon his death in 1975, she served as president of CNI until 1979 andwas publisher of The Arizona Republic and The Phoenix Gazette until1978. Gannett Newspapers, Inc. purchased CNI in 2000.

She was the first woman admitted to Sigma Delta Chi, now theSociety of Professional Journalists. Mrs. Pulliam also loved flying andwas the first woman to earn a private pilot’s license in Indiana.She was known for her lifelong love of animals and for her natureconservancy efforts.

Nina Pulliam was a compassionate business and civic leader,devoting many hours to civic, charitable and community work.During her career, she shared her financial success and businessleadership skills with many charities in Indianapolis and Phoenix.

(1906-1997)was a journalist, a businessleader, a humanitarian anda lover of all creatures.

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MISSIONThe Nina Mason Pulliam Charitable Trust seeks to help people in need, especially

women, children and families; to protect animals and nature; and to enrich

community life in the metropolitan areas of Indianapolis and Phoenix.

GEOGRAPHIC PRIORITIESThe Trust accepts proposals only from charitable organizations located in and

serving the metropolitan areas of Indianapolis and Phoenix, with the exception of

environmental requests. The Trust will consider environmental proposals from

charitable organizations throughout Arizona and Indiana, if the project has

statewide impact.

WHAT THE TRUST WILL AND WILL NOT CONSIDER FUNDINGThe Trust makes grants only to tax-exempt organizations whose purposes are

described in Section 501(c)(3) of the Internal Revenue Code that are either

public charities described in Sections 509(a) or private operating foundations

described in Section 4942(j)(3).

The Trust will not consider grants for international activities, academic research,

sectarian purposes, programs that promote religious doctrine or political campaigns.

Also, the Trust does not make grants to individuals.

The Trust will not accept unsolicited proposals from colleges and universities for

operating or capital requests. (The latter includes endowments for professorial chairs,

faculty training and research, scholarships, and building campaigns.) However,

the Trust will continue to accept proposals through its regular grant cycles for

support of projects that link higher education institutions to their communities.

From time to time, the Trust may consider circulating requests for proposals on a

case-by-case basis.

The Trust will consider emergency funding requests submitted only according to our

regular grantmaking schedule.

SCHEDULE OF FUNDINGRequests for funding may be submitted at any time throughout the year; however,

proposal review and funding decisions occur three times per year.

SCOPE OF FUNDINGGenerally, the Nina Mason Pulliam Charitable Trust prefers to disburse funds as a

one-year grant but not for a period longer than three years. Requests for funding are

limited to one request per organization per calendar year. This includes the Summer

Youth Program Fund in Indiana. For these purposes, an “organization” generally refers

to that entity to which the IRS has issued a Section 501(c)(3) determination letter.

If an organization received a previous grant, a final evaluation report must be

submitted and reviewed by Trust staff prior to requesting another grant. For more

detailed information and examples, please refer to the Question and Answer section

posted on our web site at www.ninapulliamtrust.org.

GRANT APPLICATION INFORMATION

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Executive OfficeHarriet M. IveyPresident and Chief Executive OfficerIndianapolis and Phoenix

Rosanne L. BradleyExecutive Administrative AssistantIndianapolis

Finance and OperationsRobert L. LowryChief Financial and Operating OfficerIndianapolis

Debbie L. CramerAccounting and Administration ManagerIndianapolis

Christine M. BellExecutive Assistant/Office CoordinatorPhoenix

Grants ProgramsEdmund H. Portnoy, Ph.D.Director of Grants ProgramsPhoenix

Robert C. BergerGrants Program Manager and Web Site AdministratorPhoenix

Belen K. MartinezGrants Program ManagerPhoenix

Michael R. TwymanDirector of Grants ProgramsIndianapolis

David A. Hillman, O.D.Grants Program ManagerIndianapolis

Lee Ann HoyGrants Program ManagerIndianapolis

Grants AdministrationMary K. PriceDirector of Grants Administration and Secretary to the Board of TrusteesIndianapolis

Dayna D. BradyExecutive Administrative AssistantIndianapolis

Gala R. DynesGrants Administration AssociateIndianapolis

Bensu KollathReceptionist/Grants Administration and Programs AssistantIndianapolis

Loraine B. GilbreathGrants Administration AssociatePhoenix

STAFF LISTING

135 N. Pennsylvania St.Suite 1200

Indianapolis, Indiana 46204Phone 317.231.6075

Fax 317.231.9208

2201 E. Camelback Rd.Suite 600B

Phoenix, Arizona 85016Phone 602.955.3000

Fax 602.955.8029

www.ninapulliamtrust.org

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