2008 Annual Report

ATHERTON FAMILY FOUNDATION

2008 Annua l Rep o r t

Ta b l e o f C o n t e n t s

Foundation History 2

President’s MEssage 4

Year in Review 6

2008 Foundation Grants 8

Five-Year Comparative Summary of Grants 15

Grant Application Guidelines 16

Scholarship Program 19

This report includes a representation

of one of the world’s rarest stamps,

the 1851 “missionary.” These

stamps were used during the

Hawaiian Monarchy by

American missionaries stationed in

Hawai‘i to send news to their friends

and relatives in New England.

AT H E R T O N FA M I LY F O U N D AT I O N

Bank of Hawai‘i is the fiscal manager for the Atherton Family Foundation.Hawai‘i Community Foundation is the Foundation’s grants administrator.

1164 Bishop Street, Suite 800 • Honolulu, Hawai‘i 96813Phone (808) 566-5524 • Neighbor Islands call toll-free: 1-888-731-3863

Fax: (808) 521-6286 • Email: [email protected]

Financial statements are available at:www.athertonfoundation.org

D I R E C T O R S & O F F I C E R S

(standing): Vice President Paul F. Morgan

Vice President Robin S. Midkiff

Vice President and Secretary Joan H. Rohlfing

(seated): Vice President Patricia R. Giles

Vice President and Treasurer Frank C. Atherton

President Judith M. Dawson

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Directors and Officers of the Atherton Family Foundation pictured from left to right:

H I S T O R Y O F T H E AT H E R T O NFA M I LY & F O U N D AT I O NJULIETTE M. ATHERTON

Juliette M. Atherton, the widow of Joseph B. Atherton, expressed her commitment to the welfare of the people of Hawai‘i with the creation of the Juliette M. Atherton Trust. On December 21, 1915, Mrs. Atherton transferred 20 percent of the outstanding shares of the Atherton Estate to her children, Charles H. Atherton, Mary A. Richards and Frank C. Atherton. The 1,500 shares would be held in trust to continue the charitable work that Mrs. Atherton was vitally interested in throughout her life.

Mrs. Atherton originally retained the right to amend or revoke the Trust. In 1921, the Trust became an irrevocable charitable trust when she gave up her rights and amended the governing documents. This action was taken in recognition of the exem-plary service performed by the Trustees, and that they and succeeding Trustees would perpetuate the Trust’s philanthropic purposes as intended by Mrs. Atherton. The Deed directed that the Trust income be used for:

“... grants, loans and other forms of payment toward assisting in the establishment, maintenance, or promotion of such reli-gious, charitable, educational, benevolent, scientifi c, or other purposes, works, or enterprises, whether public or private, includ-ing schools, colleges, hospitals, asylums, homes and the like institutions and objects for the public benefi t, and including also the support and education of individuals during their attendance at any educational institution, and whether to corporations, associations or other organizations or any private individual or individuals, as the Trustees shall in each case in their discretion and of their own volition approve.”

FRANK C. ATHERTON

Frank C. Atherton, business executive and philanthropist, was born in Honolulu on July 1, 1877. He was the son of industrial-ist Joseph B. Atherton and Juliette M. Atherton, daughter of pioneer American missionaries to Hawai‘i. Mr. Atherton attended Wesleyan University in Middletown, Connecticut. Upon his return to Hawai‘i, he entered the world of fi nance and later became interested in industry. Like his forebears, he devoted much of his time to religious and civic works. On December 24, 1935, 10 years prior to his death, he established the Frank C. Atherton Trust to continue his support of religious, educational, and charitable programs and organizations. Grants and donations from the Frank C. Atherton Trust were primarily used to support charitable projects and programs in the State of Hawai‘i. In accordance with the purposes expressed in the Trust agree-ment, grants were for:

“... the making of donations, contributions, subscriptions, loans and other forms of payment for or toward assisting the estab-lishment, maintenance and/or promotion of such religious, scientifi c, educational and other charitable purposes and enter-prises whether public or private, including churches, societies, schools, colleges, hospitals, asylums, homes and like institutions and object for the public benefi t.”

Mr. Atherton appointed Eleanore S. Atherton, Marjory A. Wightman and himself as Trustees.

2

ATHERTON FAMILY FOUNDATION

In 1975, the Trustees of the Juliette M. Atherton Trust initiated action, which resulted in the creation of the Atherton Family Foundation, a nonprofi t corporation organized in the State of Hawai‘i. A charter of incorporation was granted on November 4, 1975. The Trustees then voted unanimously to transfer all investment property and income of the Trust to the Atherton Family Foundation and transfer instruments were executed in January 1976. In December 1976, the Trustees voted unanimously to transfer the property of the Frank C. Atherton Trust to the Atherton Family Foundation and executed appropriate instruments shortly thereafter.

Historically, the policies, the type of requests considered, and the primary fi elds of interest of the Juliette M. Atherton Trust and the Frank C. Atherton Trust were similar in nature. Both Trusts considered educational programs and institutions the highest priority, and gave careful attention to religious organizations and health and social services.

The consolidation of the two Trusts fulfi lled several objectives: to provide more effi cient administration, allow greater fl exibility in foundation policies, to increase protection and growth of the investment assets, and to increase the number of members and directors.

The diversity of the Directors’ perceptions and experiences has enhanced the Foundation’s capacity to respond to the commu-nity and broadened its representation of charitable interests.

The Atherton Family Foundation is now one of the largest endowed grantmaking private resources in the State of Hawai‘i devoted exclusively to the support of charitable activities. It perpetuates the philanthropic commitment expressed during the lifetime of Juliette M. Atherton and Frank C. Atherton, and of the family who have followed them.

ATHERTON FAMILY FOUNDATION TRUSTEES & SUCCESSORS

ORIGINAL TRUSTEES

Charles H. Atherton Mary A. Richards Frank C. Atherton

SUCCESSOR TRUSTEES

Juliette M. Guard Ruth R. Midkiff J. Ballard Atherton Laura A. Morgan Robert R. Midkiff Alexander S. Atherton James F. Morgan Marjory A. Wightman

CURRENT DIRECTORS

Judith M. Dawson Robin S. Midkiff Joan H. Rohlfi ng Paul F. Morgan Patricia R. Giles Frank C. Atherton

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P R E S I D E N T ’ S M E S S A G E

As we reflect on the difficult 2008 year we have experienced and record the results of the

past 12 months during which foundations as well as nonprofit organizations have

experienced unprecedented financial and operating challenges, the Atherton Family

Foundation remains committed to honoring the charitable goals of our founder Juliette

Montague Cooke Atherton and her son Frank C. Atherton. A portion of their assets

created two individual foundations, now combined as the Atherton Family Foundation,

to help the people and institutions of Hawai‘i achieve their important goals. Although

the value of the Foundation’s endowment has decreased and the future funds we are able

to distribute are consequently reduced, we continue to encourage proposals for funding that are thoughtfully written,

reflect well-considered needs, and demonstrate significant support from the boards that oversee the organizations’ opera-

tions. A committed leader or executive director provides further evidence of the strength of organizations we want to

assist.

During 2008, the Atherton Family Foundation funded 174 proposals ranging from several thousand to hundreds of

thousands of dollars. Our volunteer board members actively participate in discussions, questions, and all investment

and funding decisions. We are fortunate to have committed and caring family members on our board who share their

4

ancestors’ philanthropic focus and who, themselves, are well experienced in the nonprofit field, having served or

presently serving on a wide variety of community nonprofit boards or as volunteers for many nonprofits on the

islands of O‘ahu and Hawai‘i. For a single piece of preschool equipment or technology to major capital commitments,

we reviewed proposals from hundreds of grantseekers during the 2008 year. We are impressed by their good work and

grateful for the wide-ranging support they provide our community at every level. We feel privileged to assist them in

achieving their missions.

We hope for a revived economy in 2009 and look forward to the Atherton Family Foundation’s continuing partnership

with Hawai‘i’s nonprofit organizations to assist the good work they do.

With aloha,

Judith M. Dawson

President

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2 0 0 8 Y E A R I N R E V I E W

The Atherton Family Foundation has a distinguished history of funding both capital and programmatic requests from charitable organizations for education, health, social services, the environment, religion and spiritual development, community development and youth development. In 2008, the directors of the Atherton Family Foundation distributed more than $4.4 million in grant awards. In total, $5,607,370 was granted or pledged.

Capital grants support new or upgraded facilities that contribute to the long term ability of an organization to fulfi ll its mission and benefi t the people of Hawai‘i. In recent years, nearly 60% of the Atherton Family Foundation funding has supported capital requests from nonprofi t organizations in Hawai‘i. In 2008, the Foundation’s capital grants included museums, historical buildings, community buildings, schools, preschools, churches and temples, a research center, a wildlife center, health clinics and other health services, and social service and youth centers. These capital grants are investments for the future and contribute to each nonprofi t’s ability to help Hawai‘i’s people year after year after year.

The Foundation’s capital grants include social service agencies that help meet the immediate and basic needs for Hawai‘i’s residents. These are a few of those organizations and projects that the Foundation funded in 2008.

CHILD AND FAMILY SERVICE

Child & Family Service (CFS) is Hawai‘i’s oldest and largest private, nonprofi t human services provider. Its primary purpose is to strengthen families and foster the healthy development of children. CFS operates 42 programs in early childhood and children’s services, adult and family services, and behavioral health services. Each year, CFS touches more than 40,000 lives through its programs on O‘ahu, Kaua‘i, Maui, Lana‘i, Moloka‘i and Hawai‘i.

CFS has operated a domestic violence shelter in the Leeward O‘ahu area since 1981. The shelter had a capacity of 27 and in fi scal year 2006 provided safe shelter for 311 domestic abuse victims and their children. The building, however, was more than 50 years old.

Following an assessment of renovation costs and community needs, CFS decided to build a new, larger facility with the capacity for 56 women and their children. The new shelter will better support women to take job training courses that improve their employment opportunities and assist them to transition back into the community. Childcare will be available on-site to facilitate this. The Atherton Family Foundation’s contribution to the construction of this new facility will allow CFS to expand its ability to support more women and their children at a time when they are most vulnerable. Ongoing operations will be funded through a combination of fee for service, purchase of service contracts through the city and the state and fundraising efforts.

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The new Emergency Shelter and Transitional Housing facility for victims of domestic violence and their children will help victims and their families rebuild their lives for a better tomorrow.

GOODWILL INDUSTRIES OF HAWAI‘I, INC.

Goodwill Industries of Hawai‘i helps people with employment barriers to reach their full potential and become self-suffi cient. Goodwill assists people transitioning from public assistance, at-risk youth who have dropped out of school, and people with disabilities. Goodwill is the leading permanent job placement fi rm in Hawai‘i.

The need for Goodwill’s services has more than tripled since 2001, and Goodwill’s current locations are operating at full capacity. More than one third of Goodwill’s clients come from the Leeward Coast of O‘ahu, and Goodwill sought support to build an ‘Ohana Learning and Career Center in Kapolei.

The new Goodwill center will offer training classes, skill building and job counseling to more than 1,600 people annually. Services will encourage adults to pursue higher education and career development and advancement as they move to fi nancial independence. In addition, jobs in Kapolei are projected to increase from 25,000 to 65,000 in 2025, and Goodwill’s presence in Kapolei will build relationships with employers. The HI- 5 redemption and donation center will provide employment opportunities and convenience for Leeward donors. The Atherton Family Foundation hopes that contributing to the construction of this center will support Goodwill’s important programs and income generation in the community for years to come.

IHS, THE INSTITUTE FOR HUMAN SERVICES

IHS provides respite for those who are unsheltered and works to help homeless and people at-risk of homelessness to transform their lives. IHS has provided emergency shelter and supportive services on O‘ahu for more than 30 years. IHS operates two emergency homeless shelters, one that serves up to 240 single, adult men and one that serves up to 100 single, adult women and 25 families. IHS also provide a wide array of supportive services that include outreach and intensive case management for homeless individuals with serious mental illness, permanent supportive housing for chronically homeless individuals, community re-entry programming for non-violent offenders, and housing placement and rental assistance for homeless and at-risk families.

In 2008, the Atherton Family Foundation contributed to renovations and upgrades of the IHS facilities. These improvements support the IHS’s current and future ability to provide high-quality and cost-effective services to its targeted populations.

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Students in a computer training class.

Iolani School preparing to serve meals at the women’s and families’ shelter.

2 0 0 8 F O U N D AT I O N G R A N T SArt s, Cu lt u r e A n d Hu m A n i t i e s –––––––––––––––––––––––––––––––––––––––––– CAPITALArizona Memorial Museum Association

Pearl Harbor Memorial Museum & Visitor Center 25,000.00

Ballet Hawai‘i

Replacement of Nutcracker props 5,000.00

Bishop Museum

Hawaiian Hall renovations 100,000.00

Hale‘iwa Main Street

Telephone exchange building restoration project 20,000.00

Häna Arts

Art Barn restoration 5,000.00

Hawai‘i International Film Festival

Equipping HIFF to serve thousands of Islanders annually 10,000.00

Hawai‘i Public Television Foundation dba PBS Hawai‘i

Avid Symphony Nitris Editing System 45,000.00

Kona Historical Society

Capital campaign 50,000.00

Na Leo Lani Chapter of Sweet Adelines International

Fine Tuning 3,000.00

Storybook Theatre of Hawai‘i

The Spark M. Matsunaga International

Children’s Peace Garden 10,000.00

The Contemporary Museum


The Friends of the Palace Theater

ADA compliant theater improvements 15,000.00

Wai‘oli Corporation

Digital equipment and archiving project 15,000.00

PROGRAMAlliance for Drama Education

MANNERS MATTER: the Civility Project 5,000.00

Bishop Museum

General support 3,000.00

Diamond Head Theatre

A site development plan for Diamond Head Theatre 15,000.00

Friends of Falls of Clyde


Hawai‘i Alliance for Arts Education

Web site and new creative resources 10,000.00

Hawai‘i Architectural Foundation

Publication of a book on Hart Wood 5,000.00

Hawai‘i Childrens Theatre

Peer Education Theatre - Message Theatre 11,000.00

Hawai‘i Council for the Humanities

Key Ingredients: America and Hawai‘i by Food 10,000.00

Hawai‘i Theatre Center

Hawai‘i Theatre Center’s Educational Programming Project 15,000.00

Hawaiian Mission Children’s Society


Hawaiian Mission Children’s Society

Society Relations Director and Development Director 50,000.00

Historic Hawai‘i Foundation

Preservation Resource Center 33,000.00

Honolulu Symphony Society

2008 annual grant 30,000.00

Kahilu Theatre Foundation

2nd half 28th Youth Live Performance Season 3,000.00

Kaua‘i Historical Society

Preserving Hawaiian Backyard Music Volume II 5,000.00

Kawaihae Canoe Club


Maiden Voyage Productions

Timeless Craft: Building Mauloa 5,000.00

Malama Na Mele

Malama Na Mele - The Digitization and Preservation

of the Music of Hawai‘i 25,000.00

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Maui Academy of Performing Arts

Educational theatre tours 10,000.00

Maui Choral Arts Association

Winter 2009 Concert: Beethoven’s 9th Concert 3,000.00

Maui Historical Society

Publication of the Index to The Maui News 1951-1973 5,000.00

North Kohala Community Resource Center

Keith Nealy Productions, LLC:

Kindy Sproat: A Gift to the Heart 10,000.00

Nova Arts Foundation, Inc.

IONA’s marketing development program 5,000.00

The Hawaiian Legacy Foundation

To Finish the Work 25,000.00

The Reverend Kahu Akaka Ministries

Preserve and Archive the Works of Rev. Abraham K. Akaka 10,000.00

Volcano Art Center


Washington Place Foundation


Washington Place Foundation

Cultural landmark research & preservation 50,000.00

ToTal for arTs, CulTure and HumaniTies 770,500.00

Co m m u n i t y de v e l o p m e n t –––––––––––––––––––––––––––––––––––––––––– CAPITALKona Outdoor Circle Educ. Ctr. & Sadie Seymour Botanical

Candidate forum timing light 900.00

Maui Family YMCA

Strengthening Community by Expanding the Experience 75,000.00

Pacific Gateway Center

Computerized cash register system for Chinatown

retail incubator at 83 N. King Street 20,000.00

PROGRAM Fort Street Mall Business Improvement District Assoc.

Wilcox stage project 10,000.00

Habitat for Humanity West Hawai‘i

ReStore Assistant Manager 25,000.00

Hawai‘i Capital Cultural District

HCCD Community Planning Project 15,000.00

Honolulu Culture and Arts District Association

Engaging community support for the Chinatown Visitor

Infrastructure & Museum project 25,000.00

Kaua‘i Planning and Action Alliance

Kaua‘i Planning & Action Alliance database redesign 5,000.00

ToTal for CommuniTy developmenT 175,900.00

eA r ly ed u C At i o n –––––––––––––––––––––––––––––––––––––––––– CAPITALKaua‘i Independent Daycare Service, Inc.

Windows replacement & exterior painting of building 10,000.00

KCAA Pre-Schools of Hawai‘i

KCAA Preschools Center for Early Education

and Development (CEED) 100,000.00

Montessori Hale O Keiki, Inc.

Lokahi Project Phase III 10,000.00

Roman Catholic Church of St. Anthony of Padua

Air conditioning request for St. Anthony of Padua Preschool

and administrative offices 15,000.00

Small World Preschool

Preschool Program expansion/kitchen upgrade supplement 25,000.00

The Early School

Capital improvements - Phase 3 15,000.00

PROGRAM Good Beginnings Alliance


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2 0 0 8 F O U N D AT I O N G R A N T SGood Beginnings Alliance

Advocacy and leadership engagement for Hawai‘i’s keiki 75,000.00

ToTal for early eduCaTion 252,000.00

ed u C At i o n –––––––––––––––––––––––––––––––––––––––––– CAPITALAcademy of the Pacific

Digital photography and video productions 10,000.00

Carden Academy of Maui

Capital campaign feasibility study 5,000.00

Chaminade University of Honolulu

Henry Hall Science Laboratories renovation project 25,000.00

Children’s Discovery Center

Exhibit upgrades and construction of Kid’s Lana‘i 50,000.00

Hanahau‘oli School

Malama Ia Hanahau‘oli, Caring for Hanahau‘oli Phase III 75,000.00

Hanalani Schools

Three-year capital campaign 25,000.00

Hawai‘i Baptist Academy

Middle School construction 25,000.00

Hawai‘i Bicycling League

Technology enhancement and capacity 2,000.00

Hawai‘i Preparatory Academy

Stanford W. Shutes track 100,000.00

Island Pacific Academy

Building Community: Fulfilling the Vision 50,000.00

Le Jardin Academy

Phase IIA - Capital Project 50,000.00

Learning Disabilities Association of Hawai‘i

Capital campaign for office accomodations 20,000.00

Parker School

Lower School construction 25,000.00

Sacred Hearts Academy

Construction of a new performing arts center 100,000.00

Saint Catherine School

Computer lab refurbishing 5,000.00

The Hualälai Academy, Inc.

Fund for Educational Environment 25,000.00

The Kaimukï Christian Church

Ekahi House classroom renovation project for

Kaimukï Christian School 15,000.00

Three Ring Ranch, Inc.

Hands-on science center classroom/museum facility 20,000.00

Trinity Presbyterian Church, Inc.

Capacity building - Expansion of School to Secondary School 20,000.00

PROGRAM Anchorage Waldorf Education Association

General support - Aurora Waldorf School of Alaska 1,000.00

Giving Back

Updating/rewriting/printing training manual 5,000.00

Hale ‘Aina ‘Ohana

Farm to Kitchen film project 5,000.00

Hawai‘i Preparatory Academy

Phyllis Richards Scholarship 5,000.00

Hawai‘i State Science Olympiad

Science Olympiad: Leeward District Science Initiative (LDSI) 4,100.00

Hawai‘i Youth Opera Chorus

Satellite Choral Music Education Program for Youth in Nänäkuli 5,000.00

Honolulu Academy of Arts

The Ambassador Outreach Program 35,000.00

Ka‘ala Farm, Inc.

Cultural Learning Center curriculum, training, and evaluation 20,000.00

Ma Ka Hana Ka Ike Building Program

Kupuna Cottage 10,000.00

Mala‘ai - The Culinary Garden of Waimea Middle School

Mala‘ai: The Culinary Garden of Waimea Middle School 10,000.00

North Hawai‘i Women and Children’s Services

Supporting Learning to Learn training project 25,000.00

10

Ohi‘a Productions, Inc.

Ohi‘a Productions Operations 2007-08 5,000.00

Society for Kona’s Education & Art

Art of Learning Teaching Artist Mentoring Project 3,015.00

Teach For America

Teach for America - Hawai‘i Site 25,000.00

University of Hawai‘i Foundation

Enrichment Fund 25,000.00

ToTal for eduCaTion 830,115.00

en v i ro n m e n t –––––––––––––––––––––––––––––––––––––––––– CAPITALHawai‘i Wildlife Center

Hawai‘i Wildlife Center development 25,000.00

National Tropical Botanical Garden

Botanical Research Center 50,000.00

Olowalu Cultural Reserve

Kanu Project 5,000.00

West Hawai‘i Wildfire Management Organization

Wailoloa Wildfire Prevention Demonstration Garden 7,500.00

PROGRAMCommunity Conservation Network

Enhancing the role of local communities in marine

management in Hawai‘i 10,000.00

Conservation International Foundation

Hawai’i Seascape strategy 150,000.00

Hawai‘i Conservation Alliance Foundation

Effective conservation in Hawai‘i-Sustaining Hawai‘i’s

native ecosystems 5,000.00

Hawai‘i Forest Institute

Building on Our Strengths 5,000.00

Hawai‘i Island Land Trust Malama Ka Aina Pulama Na Mea Oiwi

Organizational capacity building 10,000.00

Kona Outdoor Circle Educ. Ctr. & Sadie Seymour Botanical

Kealaköwa‘a Heiau restoration 10,000.00

Malama Kaua‘i

Malama Kaua‘i Green Map 7,000.00

National Tropical Botanical Garden

General support - Kaua‘i office 1,000.00

Sustain Hawai‘i

Re-use Hawai‘i retail warehouse program 20,000.00

The Nature Conservancy of Hawai‘i

The Nature Conservancy’s Marine Internship Program 25,000.00

Trust for Public Land

Support for Hawai‘i Native Lands Program

Coordinator position 10,000.00

ToTal for environmenT 340,500.00

He A lt H –––––––––––––––––––––––––––––––––––––––––– CAPITALBay Clinic, Inc.

Bay Clinic, Inc. Health Center capital improvements 25,000.00

Easter Seals Hawai‘i


Ho‘ola Lahui Hawai‘i

Ho‘ola Lahui Hawai‘i Store Front Pharmacy Project

(Relocation Project) 10,000.00

Kohala Hospital Charitable Foundation, Inc.

Emergency Medicine Efficiency 29,500.00

Shriners Hospital for Children

Shriners Hospitals for Children Honolulu new building

project of entire facility 50,000.00

The Country Doctor

Replacement of five-year-old servers for two clinics 5,000.00

Wai‘anae Coast Community Mental Health Center, Inc.

Hale Na‘au Pono capital improvement request 15,000.00

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2 0 0 8 F O U N D AT I O N G R A N T SWai‘anae District Comprehensive Health & Hospital Board, Inc.

Harry & Jeanette Weinberg Family Medical Building

equipment and furnishings 50,000.00

West Hawai‘i Community Health Center

West Hawai‘i Community Health Center Children’s

Dental Clinic 15,000.00

PROGRAMAmerican Cancer Society

Cancer patient transportation to treatment program 5,000.00

American Diabetes Association

Diabetes and You 5,000.00

American Lung Association of Hawai‘i

Open Airways in the Schools PLUS 10,000.00

Hawai‘i State Consortium for Integrative Health Care

Capacity building for healing psychological trauma 5,000.00

Healthy Mothers, Healthy Babies Coalition of Hawai‘i

Gentler Birth Training Program 10,000.00

Kaua‘i Hospice

Boundless Compassion (Hospice Care Services) 10,000.00

Kokua Mau, Inc.

Building online community, capacity, and communication 5,000.00

Organ Donor Center of Hawai‘i

Donor Family Services program 20,000.00

Roman Catholic Church in the State of Hawai‘i

Mobile Care Health Project for the Office of Social Ministry 20,000.00

Waikïkï Health Center

Improving Patient Health Outcomes through adding

Health IT (HIT) Support Lead 15,000.00

ToTal for HealTH 354,500.00

Hu m A n se rv i C e s –––––––––––––––––––––––––––––––––––––––––– CAPITALAmerican Red Cross - Hawai‘i Chapter

Red Cross - disaster truck for Kaua‘i 30,000.00

Catholic Charities Hawai’i

Acquisition and renovation of a new Social Service

Community Center 100,000.00

Child and Family Service

10th anniversary campaign 50,000.00

Domestic Violence Action Center

Cornerstone campaign for DVCLH 25,000.00

Full Life

Wheelchair accessible van for the Full Life Learning Center 10,000.00

Goodwill Contract Services Hawai‘i, Inc.

Industrial washing machine for laundry operation 10,000.00

Goodwill Industries of Hawai‘i, Inc.

Ohana Career and Learning Center capital campaign 50,000.00

Hale Aloha O Hilo Habitat for Humanity

Automation grant 1,970.00

Helping Hands Hawai‘i

Repair and improvement of the sewer system 15,000.00

IHS, The Institute for Human Services, Inc.

Emergency shelter renovations 25,000.00

J. Walter Cameron Center

Office modernization 10,000.00

Kukui Children’s Foundation

Kukui Children’s Center 50,000.00

Maui Inc., Habitat for Humanity

New flatbed truck 10,000.00

Special Education Center of Hawai‘i

Wheelchair Accessible Vehicle for SECOH

Central Oahu Community Center 10,000.00

The Arc of Hilo

Arc of Hilo Community & Training Center 25,000.00

The Island of Hawai‘i YMCA

YMCA. Keeping Our Promise 100,000.00

The Windward Spouse Abuse Shelter

New telephone system 5,000.00

YMCA of Honolulu, Metropolitan Office

Construction of New Leeward YMCA 50,000.00

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YMCA of Kaua‘i

The Kaua‘i Ohana YMCA Facility 25,000.00

YWCA of O‘ahu

Capital campaign - Phase I 100,000.00

PROGRAMAloha United Way

2008 annual campaign 250,000.00

Best Buddies International, Inc.

Best Buddies Maui County High School project 10,000.00

Family Life Center

Representative payee services 10,000.00

Family Support Services of West Hawai‘i

Na Makuakane Maika‘i ‘O Hawai‘i - Great Fathers of Hawai‘i

(Hawai‘i Island Fatherhood Initiative) 15,000.00

Foster Family Programs of Hawai‘i

Salary for Director of Development 10,000.00

Fun Day Foundation

Shelter from the Storm 6,000.00

Grantmakers for Children, Youth & Families, Inc.

2008 membership dues 500.00

Hawai‘i Children’s Cancer Foundation

Family Assistance program 5,000.00

Hawai‘i Foodbank


Hawai‘i Foster Parent Association

Deputy Director 10,000.00

Hawai‘i Island United Way, Inc.

2008-2009 annual campaign 10,000.00

Hawai‘i Island Workforce & Economic Development ‘Ohana, Inc.

Community Resource Handbook for the Going Home,

Ex-Offender Community Re-integration Program 5,000.00

Hawai‘i Youth Service Network

Hawai‘i Teen Pregnancy & STI Prevention video project 10,000.00

Hospice of Kona, Inc.

Camp Erin-Kona in Kailua-Kona 10,000.00

Imua Family Services

Early childhood development program demonstration project 10,000.00

Kaua‘i Food Bank, Inc.

Keiki Cafe - Year V 10,000.00

Kaua‘i Food Bank, Inc.


Kokua Counseling Services

Affordable counseling and psychotherapy services

in East Hawai‘i 10,000.00

Kona Association for Retarded Citizens

Art as Literacy 5,000.00

Lanakila Rehabilitation Center, Inc. dba Lanakila Pacific

General support - Lanakila Meals on Wheels 5,000.00

Lawyers for Equal Justice

Veterans project 10,000.00

Lokelani ‘Ohana

Saori weaving 3,000.00

Maui Food Bank, Inc.


Maui Food Bank, Inc.

Kid’s Cafe 10,000.00

Maui United Way

2008-2009 annual campaign 10,000.00

Mental Health Kokua

Public Education Initiative by Mental Health Kokua 5,000.00

Moloka‘i Community Service Council

2008-2009 annual campaign - Friendly Isle United Way 6,000.00

Na Hoaloha-Maui Interfaith Volunteer Caregivers

Na Hoaloha - Volunteer Caregiver Workbook 10,000.00

The Arc of Maui, Inc.

Provide needed educational program for

direct care support personnel 5,300.00

The Food Basket, Inc.


United States Veterans’ Initiative

Permanent supportive housing for chronically homeless veterans 15,000.00

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2 0 0 8 F O U N D AT I O N G R A N T SUnited Way of Kaua‘i

2008 - 2009 annual campaign 10,000.00

Volunteer Resource Center of Hawai‘i

Empowering Micronesian Immigrants to Succeed -

Nations of Micronesia Group 10,000.00

Windward Baptist Church

KEL Elder Social Centers, Inc. 10,000.00

Women Helping Women

Shelter & hotline services 15,000.00

Women in Need

WIN Bridge to Success 25,000.00

YMCA of Honolulu, Metropolitan Office


ToTal for Human serviCes 1,276,770.00

ot H e r –––––––––––––––––––––––––––––––––––––––––– PROGRAMThe Foundation Center

2008 general support 1,000.00

ToTal for oTHer 1,000.00

re l i g i o n/sp i r i t uA l de v e l o p m e n t –––––––––––––––––––––––––––––––––––––––––– CAPITALCommunity Lutheran Church

Replacement of church office computer 1,500.00

Epiphany Church and School


Hawai‘i Conference of the United Church of Christ

Roof restoration project - Po‘okela Church 25,000.00

Kaua‘i Bible Church

Reach Kaua‘i’s multimedia generation 2,000.00

Kaumakapili Church

Makamuakauana 25,000.00

Kawaiaha‘o Church

Church renovations 75,000.00

Lïhu‘e Hongwanji Mission

Lïhu‘e Hongwanji Mission septic system 15,000.00

The Lamb of God Church and Bible School

Multi-Media Genesis 2008 project 5,000.00

The Wesley Foundation

Capital improvement project 10,000.00

ToTal for religion/spiriTual developmenT 183,500.00

yo u t H de v e l o p m e n t –––––––––––––––––––––––––––––––––––––––––– CAPITALBoys & Girls Club of Hawai‘i

Kailua Clubhouse capital campaign 100,000.00

Boys & Girls Club of Maui, Inc.

KidTrax capacity building project 7,500.00

Boys and Girls Club of the Big Island

Hilo facility renovations 50,000.00

Pä‘ia Youth Council, Inc.

Pä‘ia Youth: Cultural Center roof replacement 15,000.00

PROGRAMBig Brothers/Big Sisters of Honolulu

Construction Academy Mentoring Program 5,000.00

Big Island Pop Warner Football Conference

General support - Kohala Chargers Pop Warner Association 6,500.00

Big Island Sustainable Communities Association

Kula o Mala - Hawai‘i Sustainable Education Initiative 5,585.00

Girl Scout Council of Hawai‘i

Journey Kits for the launch of the New Girl Scout

Leadership Experience 10,000.00

Hale ‘Opio Kaua‘i, Inc.

Arts and Hawaiian cultural project 5,000.00

KAMP Hawai‘i, Inc.

Pride and Victory summer program 10,000.00

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Kïhei Youth Center, Inc.

MERITS (Math and English Resources

Important to Success) Program 10,000.00

Kokua Kalihi Valley Comprehensive Family Services

Kalihi Valley Bicycle Exchange Program for At-Risk Youth 9,000.00

Lighthouse Ministries

Ke Ola Hou small group mentoring 7,500.00

ToTal for youTH developmenT 241,085.00–––––––––––––––––––––––––––––––––––––––––– ToTal aTHerTon family foundaTion granTs 4,425,870.00––––––––––––––––––––––––––––––––––––––––––

2008 ToTal granTs

Arts, Culture &Humanities

CommunityDevelopment

Education/Early Education

Environment

Health

Human Services

Other

Religion / SpiritualDevelopment

Youth Development $241,085

$183,500

$1,000

$1,276,770

$354,500

$340.500

$1,082,115

$175,900

$770,500

five-year ComparaTive summary of granTs

Arts, Culture &Humanities

CommunityDevelopment

Education/Early Childhood Education

Environment

Health

Human Services

Other

Religion / SpiritualDevelopment

Youth Development

Total

$770,500

$175,900

$1,082,115

$340,500

$354,500

$1,276,770

$1,000

$183,500

$241,085

$4,425,870

17%

4%

24%

8%

8%

29%

1%

4%

5%

100%

2008 Amount

$740,764

$169,160

$1,295,100

$264,400

$251,076

$1,130,742

$53,549

$253,704

$240,103

$4,398,598

17%

4%

29%

6%

6%

26%

1%

6%

5%

100%

2007 Amount

$799,945

$139,169

1,405,295

$83,457

$223,162

$888,739

$76,950

$198,893

$95,454

$3,959,064

20%

4%

35%

2%

6%

23%

2%

5%

3%

100%

2006 Amount

$572,950

$55,400

$1,360,023

$95,869

$441,371

$801,993

$76,500

$85,665

$231,500

$3,721,271

15%

1%

37%

3%

12%

22%

2%

2%

6%

100%

2005 Amount

$729,550

$116,850

$1,927,600

$49,952

$406,643

$985,247

$82,250

$73,340

$130,227

$4,501,659

16%

2%

43%

1%

9%

22%

2%

2%

3%

100%

2004 Amount

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G R A N T A P P L I C AT I O N G U I D E L I N E S

PRIORITIES

The Foundation makes grants for programs and projects that benefi t the people of Hawai‘i. The fi elds of greatestinterest are arts, culture, and humanities; community development; education; environment; health; humanservices; spiritual development; and youth development.

ELIGIBILITY AND RESTRICTIONS

• Applicants must have 501(c)(3) status or must apply through a fi scal sponsor with 501(c)(3) status. The Foundation does not make grants to organizations classifi ed under 509(a)(3) of the Internal Revenue Code.• The Hawai‘i Department of Education and its several Complex Areas are eligible for grants for demonstration projects with potential for system reform. The Foundation makes grants to individual Hawai‘i Department of Education schools only under these circumstances: (1) the Principal has participated in the Principals’ Leadership Academy, (2) the grant amount is $5,000 or less, and (3) the Foundation has not made a grant to the school previously. The Foundation does not make grants to the University of Hawai‘i other than an annual grant to the University of Hawai‘i Foundation.• The Foundation does not fund loans; endowments; lobbying; funds for re-granting; conferences, festivals, and similar one-time events; operating support; activities that have already occurred; and grants to individuals or for the benefi t of identifi ed individuals (except scholarships through the Juliette M. Atherton Fund and the Community Scholarship Fund of the Hawai‘i Community Foundation).• The Foundation does not serve as the sole funder of any organization.• A grantee may not receive more than one grant in any calendar year, except that a grantee serving as the fi scal sponsor for another organization may receive a second grant for its own project.• The term of a grant is usually one year. In the case of a multi-year pledge, payments are released in twelve-month intervals, and each `payment is contingent on receipt of a satisfactory progress report. The Foundation generally does not fund a program for more than three consecutive years.• The Foundation does not accept incomplete applications or applications from organizations with overdue fi nal reports.• Grantees must not use the Founders’ names on donor recognition plaques or similar items without the Foundation’s prior approval.

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APPLICATION PROCEDURES• Download the grant application cover sheet posted at www.athertonfamilyfoundation.org.• Complete the cover sheet. Attach proposal narrative and all other required documents listed below.• Use single-sided white 8 1/2 x 11 inch paper.• No binding or staples. Clips are acceptable.• No additional copies are required.• No cover letters, business cards, videos, CDs.• Application materials will not be returned.• Mail or deliver application package to:

Atherton Family Foundation1164 Bishop Street, Suite 800Honolulu, HI 96813

PROPOSAL NARRATIVE• Maximum 5 single-spaced pages. Minimum 12-point font and 1-inch margins.Use these headings:

Organization: Describe the organization, including mission and history, year established, geographic reach, staff size, and staff capabilities to conduct the proposed work.

Problem or opportunity: Describe the problem or opportunity to be addressed by the project. Describe the population that will benefi t from the project, including an estimate of size or numbers.

Activities: Describe the activities to be performed, and the services or products to be delivered, including quantities and a timeline. If the project is a partnership, describe each partner’s role. Explain why you chose this approach to the problem or opportunity.

Expected results: Explain how participants or the community will benefi t. (Provide specifi c, measurable expected results.) Describe the plan to determine the effectiveness of the project.

Funding plan: Explain the project budget, including adjustments to be made if not all anticipated funding is received. Describe the plan, if any, to continue funding the project after the grant period ends.

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GRANT APPLICATION G U I D E L I N E S (continued)

ADDITIONAL REQUIRED DOCUMENTS

• Project budget showing: • Anticipated income (source, amount restrictions, and whether secured or pending) • Anticipated expenses (overall expenses, and expenses for which Atherton grant will be used)• Board of directors list• IRS 501(c)(3) determination letter (not required if applying through a fi scal sponsor)• Organization’s annual operating budget for the current year• Organization’s balance sheet for the most recently completed fi scal year• Organization’s income statement (or profi t/loss statement) for the most recently completed fi scal year

Audited financial statements are preferred but not required.Local units of national organizations must submit local unit financial information.

FISCAL SPONSORS

If a fi scal sponsor is involved, please see additional requirement listed on grant application cover sheet.

DEADLINES

Applications postmarked or ... will be considered at the ... and applicants will delivered by the fi rst business Board of Directors meeting in: receive decision letters in: day in:

December February early March February April early June April June early July August October early November October December late December

18

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S C H O L A R S H I P P R O G R A M

The Juliette M. Atherton Scholarship was named in memory of Mrs. Atherton to ensure the continued association of her name and her special interest in Christianity with the Foundation. The scholarship benefi ts three categories of individuals: dependent sons or daughters of ordained, active Protestant ministers in Hawai‘i pursuing undergraduate studies; individuals from Hawai‘i pursuing graduate theological studies at a Protestant seminary with the goal of ordination; and active, ordained Protestant ministers residing in Hawai‘i seeking an Advanced Degree. Scholarship recipients are selected based on their fi nancial need and academic promise.

For the 2009-2010 academic year, scholarship awards totaled $151,400 to 63 students students. The Directors also award an an-nual grant to support the Community Scholarship Fund of the Hawai‘i Community Foundation.

Applications will be available online beginning January 2010 for the 2010-2011 academic year for seminary students, Protestant ministers pursuing advanced degrees, or sons and daughters of Protestant ministers. Application materials, transcript of grades and personal statement must be postmarked on or before March 1, 2010.

Advanced Degree Program applicants must provide the place and date of ordination, and name of the seminary attended to confi rm eligibility.

To obtain information about the 2010-2011 scholarship program, please visit www.hawaiicommunityfoundation.org. You may also call the scholarship department at (808) 566-5570 (toll-free from Neighbor Islands 1-888-731-3863).

Documents

2008 Annual Report