Professional Documents
Culture Documents
A N N U A L R E P O R T
ON THE COVER clockwise from the top
Since 2015, students across South Africa have protested
proposed increases in education fees, which many
fear will prevent lower-income students from attending
university. Mott’s Civic Space work aims to ensure
that people all over the world have the opportunity to
make their voices heard. Photo Credit: Tony Carr
FINANCE ������������������������������������������������������������������������������������������������������������������������������������������������������ 29
Profile: 2017 Assets ���������������������������������������������������������������������������������������������������������������������������������������� 30
Profile: 2017 Grantmaking �������������������������������������������������������������������������������������������������������������������������� 31
Statements of Financial Position �������������������������������������������������������������������������������������������������������������� 32
Statements of Activities ������������������������������������������������������������������������������������������������������������������������������� 33
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2017 THE YEAR IN REVIEW
You may notice that the Charles
Stewart Mott Foundation’s 2017
Annual Report is a bit shorter than
previous versions. That doesn’t mean
we have less to say regarding the issues
we care about or the work we support in our
hometown of Flint and around the world.
On the contrary, we want to share even more information
with you — but we’re going to do it differently. Instead
of producing a lengthy annual report, we’ll provide
VE
LI
M
OM
2 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
2017 THE YE AR IN RE VIE W
FLINT AREA
In the second year of Mott’s five-year, $100 million In the second year of Mott’s
commitment to help our hometown recover and rise
five-year, $100 million
from the Flint water crisis, we awarded more than
$34 million in related grants. That total included commitment to help our
nearly $15 million to strengthen the local education
hometown recover and rise
continuum — from cradle to college and career.
The most significant milestone of this work was from the Flint water crisis, we
the opening of Educare Flint. In addition to directly awarded more than $34 million
serving up to 220 students, this new state-of-the-art
early childhood school will collaborate with other in related grants.
programs and partners to help provide more of our
city’s youngest residents with high-quality, year-
round early childhood education. Furthermore, this work has the potential to reach beyond Flint
by serving as a model for other communities and informing state and federal policies on early
learning. Also in 2017, we granted $8.4 million to help reignite the economic revitalization that
was underway in Flint before the water crisis hit. This included support for an ambitious
project that will transform a nearly two-mile stretch of the Flint River, creating new
recreational opportunities that will draw residents and visitors to the heart of the
city. Finally, reflecting Mott’s larger body of grantmaking in Flint, we joined
residents at year’s end to celebrate the historic restoration and grand
reopening of a beloved community jewel, The Capitol Theatre.
Restoration Project
will transform a
two-mile stretch of
the waterway into a
community gem.
CIVIL SOCIETY
In 2017, the world witnessed increasing efforts to suppress civic engagement as governments
around the globe adopted restrictive laws that challenged basic freedoms and stifled the voice
of the independent sector. An alarming resurgence in nationalism, xenophobia, intolerance
and inequality has been making it more difficult for
PHOTO CREDIT: COURTESY OF CIVICUS
4 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
2017 THE YE AR IN RE VIE W
ENVIRONMENT
For more than three decades, the Mott Foundation has been part of the philanthropic community working to
restore and protect the Great Lakes. With support from Mott, nonprofit organizations educate citizens and
policymakers about the critical importance of protecting the largest source of surface freshwater on the
planet. They also conduct and share research regarding the actions and policies that will most effectively
protect the health of the Great Lakes ecosystem. We believe those efforts contributed to Congress’
decision in 2017 to continue funding the Great Lakes Restoration Initiative, a program that addresses the
worst threats facing the lakes. On the international front,
8 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
OUR VALUES
Charles Stewart Mott’s central belief in the partnership of humanity was the basis
upon which the Foundation was established. While this remains the guiding principle
of our grantmaking, the Foundation has refined and broadened our grantmaking over
time to reflect changing national and world conditions.
Through our programs of Civil Society, Education, Environment and Flint Area, and
their more specific program areas, the Foundation seeks to fulfill our mission of
supporting efforts that promote a just, equitable and sustainable society.
Inherent in all of Mott’s grantmaking is the desire to enhance the capacity of
individuals, families or institutions at the local level and beyond. We hope our
collective work in any program area will lead toward systemic change.
FUNDAMENTAL TO ALL MOTT GRANTMAKING ARE CERTAIN VALUES:
n Nurturing strong, self-reliant individuals with expanded capacity for
CHARLES STEWART MOTT, who accomplishment;
established his Foundation in 1926, n Learning how people can live together to create a sense of community, whether at
was deeply concerned from his earliest the neighborhood level or as a global society;
years in Flint, Michigan, with the welfare n Building strong communities through collaboration to provide a basis
of his adopted community. for positive change;
Soon after he had become one of the n Encouraging responsible citizen participation to help foster social cohesion;
city’s leading industrialists, this General n Promoting the social, economic and political empowerment of all individuals and
Motors pioneer found a practical and communities to preserve fundamental democratic principles and rights;
successful way to express his interest. n Developing leadership to build upon the needs and values of people and to inspire
He served three terms as mayor (in 1912, the aspirations and potential of others; and
1913 and 1918) during a period when n Respecting the diversity of life to maintain a sustainable human and
the swiftly growing city was beset with physical environment.
problems, with 40,000 people sharing
facilities adequate for only 10,000.
As a private citizen, he started a medical
OUR CODE OF ETHICS
n Respect for the communities we work with and serve.
and dental clinic for children and helped
n Integrity in our actions.
establish the Whaley Children’s Center,
n Responsibility for our decisions and their consequences.
as well as chapters of the YMCA and
Boy Scouts, in Flint. E ARE COMMITTED TO:
W
Nine years after the Foundation n Acting honestly, truthfully and with integrity in all our transactions and dealings;
was incorporated for philanthropic, n Avoiding conflicts of interest;
charitable and educational purposes, n Appropriately handling actual or apparent conflicts of interest in our relationships;
it became a major factor in the life of n Treating our grantees fairly;
Flint through organized schoolground n Treating every individual with dignity and respect;
recreational activities, which developed n Treating our employees with respect, fairness and good faith and providing
into Mott’s nationwide community conditions of employment that safeguard their rights and welfare;
school/education program. n Being a good corporate citizen and complying with both the spirit
and the letter of the law;
From this start, the Foundation’s major n Acting responsibly toward the communities in which we work and for
concern has been the well-being of the the benefit of the communities that we serve;
community, including the individual, n Being responsible, transparent and accountable for all of our actions; and
the family, the neighborhood and the n Improving the accountability, transparency, ethical conduct
systems of government. This interest has and effectiveness of the nonprofit field.
continued to find expression in Flint and
also has taken the Foundation far beyond
our home city.
10 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
PROGRAMS &
GRANTS
OBJECTIVES: OBJECTIVES:
Advocacy and Outreach: We support effective advocacy Development and Expansion: We strive to build the
and outreach to help strengthen the policy environment for capacity of community-based paralegal organizations in
civil society. selected countries.
Research and Innovation: We support research, policy Networking and Learning: We work to foster regional and
analysis and innovative practices that help advance civil global learning, networking and collaboration within the
society development. access to justice community.
12 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
Central/Eastern Europe Ideas Factory Association Workshop for Civic Initiatives
Sofia, Bulgaria Foundation
SOUTHEAST EUROPE $210,000 – 36 mos. Sofia, Bulgaria
Ana and Vlade Divac Foundation Hub for agents of social change $300,000 – 36 mos.
Belgrade, Serbia Initiative for Progress General purposes
$250,000 – 24 mos. Ferizaj, Kosovo $300,000 – 36 mos.
General purposes $50,000 – 17 mos. Bulgarian Community Foundations
Association for Community Relations School of Activism Development Fund
Cluj-Napoca, Romania International Association “Interactive Youth Communication Center –
$450,000 – 36 mos. Open Schools” Banja Luka
Community Foundation Development Tuzla, Bosnia and Herzegovina Banja Luka, Bosnia and Herzegovina
Program $100,000 – 36 mos. $100,000 – 24 mos.
Community Foundation Slagalica General purposes General purposes
Osijek, Croatia Mozaik Foundation Youth Initiative for Human Rights
$75,000 – 24 mos. Sarajevo, Bosnia and Herzegovina Belgrade, Serbia
General purposes $250,000 – 24 mos. $140,000 – 24 mos.
Community Volunteers Foundation General purposes General purposes
Istanbul, Turkey Romanian Environmental Partnership Youth Initiative for Human Rights –
$200,000 – 24 mos. Foundation Croatia
YouthBank development in Turkey Miercurea-Cuic, Romania Zagreb, Croatia
Documenta $1,140,000 – 60 mos. $70,000 – 24 mos.
Zagreb, Croatia Long-term sustainability of community General purposes
$250,000 – 30 mos. foundations in Romania YouthBuild USA
General purposes Romanian Federation of Community Somerville, MA
Foundation-Administered Project Foundations $400,000 – 24 mos.
$83,013 Cluj-Napoca, Romania YouthBuild in southeast Europe
Community-based approaches to $120,000 – 24 mos. Subtotal:$5,538,013
inclusion of migrants, refugees and General purposes
Southeast Europe
internally displaced people
Third Sector Foundation of Turkey
Hrant Dink Foundation Karakoy, Turkey
Istanbul, Turkey $200,000 – 24 mos. WESTERN FORMER SOVIET UNION
$200,000 – 24 mos. Philanthropy infrastructure development Centre for Society Research
General purposes in Turkey Kyiv, Ukraine
Humanitarian Law Center Trag Foundation $125,000 – 24 mos.
Belgrade, Serbia Belgrade, Serbia Strengthening civic participation in
$400,000 – 36 mos. $250,000 – 24 mos. Ukrainian cities
General purposes General purposes
UNITED STATES
Nonprofit Sector Responsiveness $ 2.278 18 in millions
Community Philanthropy $ .495 2 m Central/Eastern Europe $7.218 / 31 Grants
Special Opportunities $ .250 1 m South Africa $3.753 / 26 Grants
m United States $3.023 / 21 Grants
GLOBAL PHILANTHROPY AND NONPROFIT SECTOR
Philanthropy and Nonprofit Sector $ 1.740 12 m Global Philanthropy and Nonprofit Sector
$2.160 / 15 Grants
Special Opportunities $ .420 3
TOTALS $ 16.154 93
14 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
PHOTO CREDIT: BENEDICTE DESRUS / ALAMY
Council of Michigan Foundations
Grand Haven, MI
$245,000 – 24 mos.
General purposes
Council on Foundations
Arlington, VA
$60,000 – 24 mos.
General purposes
Exponent Philanthropy
Washington, DC
$100,000 – 36 mos.
General purposes
Foundation Center
New York, NY
$500,000 – 48 mos.
Building the future of philanthropy
Foundation-Administered Project
$123,624
Office of Foundation Liaison
Grand Valley State University
Allendale, MI Volunteers join workers in cleaning up a neighborhood following the earthquake that hit central
$40,000 – 12 mos.
LearnPhilanthropy Mexico in September 2017. Through our partnership with the Inter-American Foundation, Mott is
Independent Sector providing support to community foundations to assist with long-term recovery efforts.
Washington, DC
$300,000 – 24 mos. Inter-American Foundation
General purposes SPECIAL OPPORTUNITIES
Washington, DC
Indiana University Center for Disaster Philanthropy $30,000 – 18 mos.
Indianapolis, IN Washington, DC Building broader communities in the
$75,000 – 16 mos. $250,000 – 12 mos. Americas
Philanthropy panel study Hurricane Harvey and other 2017 natural
disasters relief $100,000 – 36 mos.
Johns Hopkins University Mexican community foundation
Baltimore, MD Subtotal: $250,000 development
$150,000 – 21 mos. Special Opportunities
Network of European Foundations
Nonprofit employment data project Program Area Total: $3,023,624 for Innovative Cooperation
National Center on Philanthropy United States Brussels, Belgium
and the Law $50,000 – 24 mos.
New York, NY Membership and administrative support
$50,000 – 12 mos. Global Philanthropy and Worldwide Initiatives for Grantmaker
General purposes Nonprofit Sector Support
National Council of Nonprofits PHILANTHROPY AND NONPROFIT SECTOR São Paulo, Brazil
Washington, DC $400,000 – 24 mos.
Alliance Publishing Trust General purposes
$275,000 – 24 mos.
London, England
General purposes Subtotal:$1,740,000
$130,000 – 24 mos.
Philanthropy Roundtable General purposes Philanthropy and Nonprofit Sector
Washington, DC
CIVICUS: World Alliance for Citizen
$60,000 – 24 mos.
General purposes Participation SPECIAL OPPORTUNITIES
Washington, DC Center for Strategic & International
Puerto Rico Foundations Network $200,000 – 24 mos.
San Juan, PR Studies
General purposes
$50,000 – 16 mos. Washington, DC
Strengthening Puerto Rico’s philanthropy Council on Foundations $200,000 – 14 mos.
infrastructure Arlington, VA Building sustainable civil society
$200,000 – 18 mos. in the 21st century
Urban Institute Global philanthropy program
Washington, DC European Foundation Centre
$100,000 – 24 mos. East-West Management Institute Brussels, Belgium
Tax policy and charities project New York, NY $20,000 – 12 mos.
$80,000 – 18 mos. Funders’ forum on sustainable cities
Subtotal: $2,278,624 Philanthropication through privatization
International Academy for Innovative
Nonprofit Sector Responsiveness initiative
Pedagogy, Psychology and Economy
European Foundation Centre gGmbH
COMMUNITY PHILANTHROPY Brussels, Belgium Berlin, Germany
$100,000 – 12 mos. $200,000 – 24 mos.
CFLeads General purposes Youth empowerment partnership
Accord, MA program
$200,000 – 24 mos. Global Fund for Community
General purposes Foundations Subtotal:$420,000
Johannesburg, South Africa Special Opportunities
Council of Michigan Foundations $200,000 – 24 mos.
Grand Haven, MI Global alliance for community Program Area Total:$2,160,000
$295,000 – 35 mos. philanthropy secretariat Global Philanthropy
Community foundations and clean and Nonprofit Sector
energy in Michigan $250,000 – 12 mos.
Small grants and capacity-building Program Total:$16,154,311
Subtotal: $495,000 program Civil Society
Community Philanthropy
A young girl practices choreographed dance moves — and learns the value of physical fitness and teamwork — during a summer program
at Brownell-Holmes STEM Academy in Flint, Michigan. Mott has supported efforts to increase access to high-quality afterschool and
summer learning programs for more than 80 years.
EDUCATION OVERVIEW
To expand opportunities for children and youth to succeed in school, work and, ultimately, life,
we make grants in the following areas:
ADVANCING AFTERSCHOOL YOUTH ENGAGEMENT
GOAL: Promote access to quality afterschool educational GOAL: Advance strategies that lead to greater and more
opportunities. meaningful youth participation in schools, communities
and the economy.
OBJECTIVES:
Building an Afterschool Infrastructure: Our grants support OBJECTIVES:
a national infrastructure of organizations dedicated to Youth Entrepreneurship: We seek to expand
increasing the quality of afterschool programs for children, entrepreneurial education and experiences for youth in
youth and families. low- and moderate-income communities.
Fostering Afterschool Policy: Our funding supports Engaging Youth Through Service: We seek to increase
the development of effective policies and partnerships to youth engagement in the K-12 system through service.
increase quality afterschool programs for children, youth
and families. SPECIAL INITIATIVES
Improving Afterschool Quality & Innovation: Our GOAL: Maintain the Foundation’s flexibility to respond to
grantmaking advances research and exemplary models new strategies, unique opportunities and changing social,
that increase student engagement in learning and prepare economic and political contexts.
students for college and career.
GRADUATING HIGH SCHOOL COLLEGE & Note: The preceding overview of Mott’s Education Program
reflects program areas, goals and objectives that were
CAREER READY
approved by the Foundation’s board of trustees in June
GOAL: Increase high school graduation and college and 2017. Because 2017 grants were awarded under an earlier
career readiness outcomes for youth. framework shown on the next page, the grants listed on
OBJECTIVES: pages 17-19 are categorized according to that framework.
Expanding Quality Programs: Our funding supports efforts
to expand quality college and career readiness programming
through the afterschool infrastructure.
Advancing Innovations: Our funding seeks to broaden the
implementation of and investment in innovative college and
career readiness strategies.
16 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
Advancing Afterschool Colorado Nonprofit Development Marshfield Clinic Inc.
Center Marshfield, WI
BUILDING AN AFTERSCHOOL Denver, CO $200,000 – 24 mos.
INFRASTRUCTURE $225,000 – 36 mos. Afterschool policy and system-building
Afterschool Alliance Colorado statewide afterschool network initiative
Washington, DC Connecticut After School Network $225,000 – 36 mos.
$335,000 – 12 mos. Branford, CT Wisconsin statewide afterschool network
VISTA project $200,000 – 24 mos. Metropolitan Family Services
After-School All-Stars Afterschool policy and system-building Chicago, IL
Los Angeles, CA initiative $225,000 – 36 mos.
$112,500 – 18 mos. Foundation-Administered Project Illinois statewide afterschool network
Nevada statewide afterschool network $180,000 Nebraska Children and Families
Alaska Children’s Trust Advancing afterschool technical Foundation
Anchorage, AK assistance Lincoln, NE
$200,000 – 24 mos. $145,000 – 12 mos. $191,048 – 24 mos.
Afterschool policy and system-building Afterschool technical assistance Afterschool policy and system-building
initiative collaborative and statewide afterschool initiative
Arkansas State University networks
Oregon Association for the Education
Jonesboro, AR FowlerHoffman of Young Children
$225,000 – 36 mos. Richmond, CA Gladstone, OR
Arkansas statewide afterschool network $500,000 – 24 mos. $180,000 – 24 mos.
Auburn University Supporting statewide afterschool Afterschool policy and system-building
Auburn, AL networks initiative
$100,000 – 36 mos. Fund for Educational Excellence $225,000 – 36 mos.
Alabama statewide afterschool network Baltimore, MD Oregon statewide afterschool network
Children’s Services Council of Florida $200,000 – 24 mos. Public School Forum of North Carolina
Tallahassee, FL Afterschool policy and system-building Raleigh, NC
$225,000 – 36 mos. initiative $225,000 – 36 mos.
Florida statewide afterschool network Indiana Afterschool Network Inc. North Carolina statewide afterschool
Collaborative Communications Group Indianapolis, IN network
Washington, DC $190,000 – 24 mos. Rural Dynamics Inc.
$1,925,000 – 24 mos. Afterschool policy and system-building Great Falls, MT
Supporting national network of initiative $225,000 – 36 mos.
statewide afterschool networks Jannus Inc. Montana statewide afterschool network
Boise, ID
$225,000 – 36 mos.
Idaho statewide afterschool network
YOUTH ENGAGEMENT
Youth Entrepreneurship $ 1.899 5
Engaging Youth Through Service $ 1.100 5 in millions
SPECIAL INITIATIVES m Advancing Afterschool $15.994 / 52 Grants
In 1998, Mott entered into a unique public-private partnership with the U.S. Department of Education to pilot, test and expand the 21st Century
Community Learning Centers initiative. Today, 21st CCLC programs like this one in Fairbanks, Alaska, serve more than 1.7 million children each year.
18 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
Foundations Inc. City and County of San Francisco ENGAGING YOUTH THROUGH SERVICE
Mt. Laurel, NJ San Francisco, CA
$75,000 – 12 mos. $304,674 – 24 mos.
America’s Service Commissions
Washington, DC
21st Century Community Learning Kindergarten to college program
$250,000 – 24 mos.
Centers Institute
Civic Nation Expanding afterschool opportunities
Illinois State Board of Education Washington, DC through national service
Chicago, IL $325,000 – 24 mos.
$300,000 – 24 mos. College promise campaign
City Year Inc.
Boston, MA
Collaboration for healthy and thriving
Commonwealth $50,000 – 18 mos.
students
Boston, MA Service education and outreach project
Marquette University $85,000 – 15 mos.
Milwaukee, WI Flint children’s savings account feasibility
National Youth Leadership Council
St. Paul, MN
$200,000 – 12 mos. study
$400,000 – 24 mos.
Study on afterschool access
National College Access Network Afterschool and service-learning initiative
and participation
Washington, DC
McLean Hospital $270,000 – 36 mos.
United Way of Genesee County
Flint, MI
Belmont, MA Linking children’s savings accounts to
$100,000 – 9 mos.
$200,000 – 12 mos. college access and success strategies
National service and volunteer center
Increasing science, technology,
National Mentoring Partnership capacity building
engineering and math in afterschool
Boston, MA
Pacific Science Center $300,000 – 24 mos.
Youth Service America
Washington, DC
Seattle, WA Advancing relationship-center
$300,000 – 12 mos.
$100,000 – 9 mos. interventions
Engaging youth in service
Science, technology, engineering and
New America Foundation
math fellowship Subtotal:$1,100,000
Washington, DC
STEM Next Opportunity Fund $250,000 – 24 mos. Engaging Youth Through Service
San Diego, CA Asset building program Program Area Total:$2,998,875
$730,000 – 12 mos. Youth Engagement
Philanthropy New York
Increasing science, technology,
New York, NY
engineering and math in afterschool
$200,000 – 24 mos.
Synergy Enterprises Inc. Asset funders network Special Initiatives
Silver Spring, MD
Washington University SPECIAL OPPORTUNITIES
$250,000 – 6 mos.
St. Louis, MO
21st Century Community Learning Editorial Projects in Education
$300,000 – 24 mos.
Centers summer institute Bethesda, MD
Expanding child savings accounts
Third Sector New England for educational success and lifelong $400,000 – 36 mos.
Boston, MA asset building Promoting learning opportunities
$34,200 – 13 mos. and supports for youth
Afterschool evaluation and dissemination Subtotal:$2,769,674
Advancing Innovations Focus: HOPE
project Detroit, MI
Tides Foundation Program Area Total:$2,769,674 $750,000 – 12 mos.
San Francisco, CA Graduating High School General purposes
$300,000 – 24 mos. College & Career Ready Harlem Children’s Zone
Campaign for grade-level reading New York, NY
University of California – Irvine $150,000 – 12 mos.
Irvine, CA Youth Engagement General purposes
$525,000 – 24 mos. YOUTH ENTREPRENEURSHIP Michigan State University
Impact of program and practice East Lansing, MI
characteristics on participant outcomes Aspen Institute
$130,128 – 12 mos.
Washington, DC
Subtotal:$3,169,200 Michigan at a Crossroads policy guide
$400,000 – 18 mos.
Improving Afterschool Quality & Innovation Opportunity youth entrepreneurship Subtotal:$1,430,128
initiative Special Opportunities
Program Area Total:$15,993,748
Advancing Afterschool Community Foundation for Southeast
Michigan MICROENTERPRISE
Detroit, MI
Association for Enterprise Opportunity
Graduating High School College & $750,000 – 126 mos.
New Economy Initiative for Southeast Washington, DC
Career Ready Michigan $200,000 – 12 mos.
General purposes
ADVANCING INNOVATIONS Network for Teaching
Entrepreneurship Subtotal:$200,000
Brandeis University Microenterprise
Waltham, MA New York, NY
$435,000 – 24 mos. $400,000 – 30 mos. Program Area Total:$1,630,128
Assets evaluation and data collection Gateway to youth entrepreneurship Special Initiatives
project program
Program Total:$23,392,425
CFLeads VentureLab Education
Accord, MA San Antonio, TX
$300,000 – 12 mos. $348,875 – 18 mos.
Children’s savings account strategies Youth entrepreneurship curriculum
for community foundations for afterschool programs
Subtotal:$1,898,875
Youth Entrepreneurship
ENVIRONMENT OVERVIEW
To support programs around the world that protect communities and the ecosystems upon
which they depend, we make grants in the following areas:
ADDRESSING THE FRESHWATER CHALLENGE ADVANCING CLIMATE CHANGE SOLUTIONS
GOAL: Secure sustainable levels of clean water for people GOAL: Advance the adoption of clean energy
and the environment, particularly in the Great Lakes basin. technologies at the community level in developing
countries.
OBJECTIVES:
Strengthening the Environmental Community: We OBJECTIVE:
seek a strong, effective and sustainable community of Providing Access to Clean Energy in Developing
nongovernmental organizations dedicated to the long-term Countries: We seek to increase the use of renewable
conservation of freshwater ecosystems. energy systems in rural areas of South America and Africa.
Informing Sound Public Policies: We seek well-designed
and effectively implemented policies that advance the
SPECIAL INITIATIVES
conservation of freshwater ecosystems. GOAL: Respond to unique opportunities to advance
environmental protection in the U.S. and internationally.
TRANSFORMING DEVELOPMENT FINANCE
GOAL: Shape international investment to support Note: The preceding overview of Mott’s Environment
sustainable development and reduce environmental Program reflects program areas, goals and objectives
degradation. that were approved by the Foundation’s board of trustees
in September 2017. Because 2017 grants were awarded
OBJECTIVES: under an earlier framework shown on the next page, the
Securing Infrastructure and Energy for a Sustainable grants listed on pages 21-23 are categorized according to
Future: We envision infrastructure and energy investments that framework.
that contribute to environmental sustainability and offer local
economic opportunity.
Promoting Sustainable Regional Development and
Integration: We seek international and regional investments
that contribute to local sustainable development, with a focus
on South America.
20 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
Addressing the Freshwater Michigan Environmental Council American Rivers
Lansing, MI Washington, DC
Challenge $350,000 – 24 mos. $165,000 – 12 mos.
STRENGTHENING THE Great Lakes program Promoting integrated water
ENVIRONMENTAL COMMUNITY management in Great Lakes
Minnesota Environmental Partnership
Alliance for the Great Lakes St. Paul, MN $185,000 – 12 mos.
Chicago, IL $50,000 – 24 mos. Ensuring healthy river flows
$400,000 – 24 mos. Northeast Minnesota program Bipartisan Policy Center
General purposes Ohio Environmental Council Washington, DC
Citizens Campaign Fund Columbus, OH $100,000 – 12 mos.
for the Environment $300,000 – 24 mos. Drinking water infrastructure program
Farmingdale, NY Great Lakes ecosystem project Bonneville Environmental Foundation
$150,000 – 24 mos. River Network Portland, OR
Great Lakes program Boulder, CO $15,000 – 33 mos.
Environmental Defence $400,000 – 24 mos. Change the Course
Toronto, Canada Building citizen capacity for freshwater Center for Neighborhood Technology
$150,000 – 24 mos. protection Chicago, IL
Great Lakes water program University of Michigan – Ann Arbor $40,000 – 24 mos.
Environmental Leadership Program Ann Arbor, MI Great Lakes water infrastructure project
Greenbelt, MD $250,000 – 24 mos. Chattahoochee Riverkeeper
$150,000 – 24 mos. Outreach to new freshwater Atlanta, GA
Great Lakes leadership project constituencies project $250,000 – 10 mos.
Flint River Watershed Coalition Subtotal:$2,650,000 New approach to water management
Flint, MI Strengthening the in Georgia
$80,000 – 12 mos. Environmental Community Conference of Great Lakes and St.
General purposes Lawrence Governors and Premiers
Great Lakes and St. Lawrence Cities PUBLIC POLICIES Chicago, IL
Initiative $50,000 – 12 mos.
Alabama Rivers Alliance Great Lakes summit
Chicago, IL Birmingham, AL
$250,000 – 24 mos. $75,000 – 19 mos. Flint Riverkeeper
General purposes Alabama water-management project Albany, GA
Heart of the Lakes Center for Land $40,000 – 12 mos.
General purposes
Conservation Policy
Bay City, MI
$120,000 – 24 mos.
General purposes
GRANT
ADDRESSING THE FRESHWATER DOLLARS NUMBER
CHALLENGE (in millions) OF GRANTS
Strengthening the Environmental Community $ 2.650 12
Informing Sound Public Policies $ 3.180 21
22 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
Centro de Estudios y Promocion EcoWorks Special Initiatives
del Desarrollo Detroit, MI
Lima, Peru $75,000 – 12 mos. SPECIAL OPPORTUNITIES
$200,000 – 24 mos. Community energy management Climate Leadership Council
Clean energy access in Andes/Amazon in southeast Michigan Washington, DC
EnAccess Fresh Energy $100,000 – 12 mos.
Amsterdam, Netherlands Saint Paul, MN General purposes
$500,000 – 24 mos. $100,000 – 24 mos. Foundation-Administered Project
General purposes Midwest Energy News in Michigan $35,643
IDEAAS-Instituto para o Groundwork Center for Resilient Blue Accounting communications
Desenvolvimento de Energias Communities Grand Traverse Regional Land
Alternativas e da Auto Traverse City, MI Conservancy
Sustentabilidade $25,000 – 24 mos. Traverse City, MI
Porto Alegre, Brazil Sustainable energy use in northern $4,500,000 – 48 mos.
$200,000 – 24 mos. Michigan Love the Land, Pass it On stewardship
Light for a Better Life Michigan Municipal League endowment
Instituto Socioambiental Foundation $500,000 – 24 mos.
Sao Paulo, Brazil Lansing, MI Love the Land campaign universal
$200,000 – 24 mos. $100,000 – 24 mos. access trails
Energy distributed to isolated Michigan Green Communities Network
Regulatory Assistance Project
communities SEEDS Montpelier, VT
International Institute for Traverse City, MI $75,000 – 22 mos.
Environment and Development $50,000 – 12 mos. Performance-based regulation study
London, England Advancing climate solutions in
Virginia Organizing Inc.
$200,000 – 24 mos. Traverse City
Charlottesville, VA
Financing clean energy access Superior Watershed Partnership $20,000 – 12 mos.
New Venture Fund Marquette, MI Health and environmental funders
Washington, DC $50,000 – 12 mos. network
$250,000 – 24 mos. Upper Peninsula energy-planning project
Subtotal:$5,230,643
Shine: investing in energy access for all Wind on the Wires Special Opportunities
Practical Action St. Paul, MN
$50,000 – 12 mos. Program Area Total:$5,230,643
Rugby, England Special Initiatives
$125,000 – 39 mos. Wind energy stakeholder committee
Strengthening evidence, engagement Subtotal:$920,000 Program Total:$20,471,201
and impact on energy poverty Environment
Stimulating Clean Energy Use
Renove in Michigan
Porto Alegre, Brazil
$200,000 – 24 mos. Program Area Total:$4,270,000
Building Latin American platform Advancing Climate Change Solutions
for sustainable energy and equity
Solar Energy Light Company
Foundation
PHOTO CREDIT: NEAL HEGARTY
Bangalore, India
$300,000 – 24 mos.
Sharing Indian social entrepreneurs’
lessons for African off-grid energy
SunFunder
San Francisco, CA
$575,000 – 24 mos.
Addressing East Africa DRE financing
Tanzania Traditional Energy
Development Organisation
Ubungo, Tanzania
$200,000 – 24 mos.
Development of Tanzanian renewable
energy micro-grids for rural communities
Subtotal:$3,350,000
Providing Access to Clean Energy
in Developing Countries
Afterschool activities, like this robotics club at the Durant-Tuuri-Mott Elementary School, are part of a Mott-funded community education initiative
that’s in place throughout Flint Community Schools.
24 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
Revitalizing the Education Continuum COMMUNITY SCHOOLS Genesee Area Focus Fund
($120,000)
FLINT K-12 EDUCATION Boys & Girls Club of Greater Flint Adjustment to previous grant
Flint, MI
Education Trust Inc. $50,000 – 12 mos. $3,000,000 – 12 mos.
Washington, DC General purposes YouthQuest afterschool initiative
$300,000 – 9 mos.
Schools of choice academic impact study Community Foundation Oakland Schools Education
of Greater Flint Foundation
Flint Community Schools Flint, MI Waterford, MI
Flint, MI $350,000 – 12 mos. $100,000 – 13 mos.
$160,425 – 12 mos. Early childhood capacity building School finance research project
Parking lot improvements
$50,000 – 3 mos. Subtotal:$9,221,458
$150,000 – 12 mos. Coordinated enrollment research Community Schools
Instructional innovation fund
$986,948 – 12 mos.
Cranbrook Educational Community
Bloomfield Hills, MI COLLEGE, CAREERS AND CONNECTIONS
Reading, language arts and social
$520,000 – 12 mos.
studies curriculum Genesee Area Focus Fund
Flint Community Schools Young Scientists
$989,780 – 12 mos. Flint, MI
Framework for aligning teaching and Crim Fitness Foundation $825,000 – 12 mos.
learning Flint, MI Summer Youth Initiative and TeenQuest
$2,950,000 – 12 mos.
$278,400 – 12 mos. Community education initiative Genesee Intermediate School District
Student retention and recruitment Flint, MI
$110,000 – 18 mos. $150,000 – 10 mos.
$400,000 – 15 mos. Community education innovation fund
Superintendent technical assistance Genesee Early College
Flint Community Schools Greater Flint Health Coalition
Flint Cultural Center Corporation Flint, MI
Flint, MI Flint, MI
$40,600 – 6 mos. $175,000 – 12 mos.
$375,000 – 12 mos. Case management system
Cultural center school feasibility study Flint Healthcare Employment
$170,858 – 3 mos. Opportunities program
Michigan State University Summer Tot Lot program
East Lansing, MI Mott Community College
$1,000,000 – 12 mos. Foundation for Flint Flint, MI
Technical assistance for improved Flint, MI $700,000 – 36 mos.
teaching and learning $2,000,000 – 15 mos. Mott Middle/Early College replication
Early childhood education facility $150,000 – 36 mos.
Subtotal:$4,640,553 construction GAPS: transition program
Flint K-12 Education
GRANT
REVITALIZING THE EDUCATION DOLLARS NUMBER
CONTINUUM (in millions) OF GRANTS
Flint K–12 Education $ 4.641 9
Community Schools $ 9.221 12
College, Careers and Connections $ 2.651 8 TOTAL
$58,202,817
ENRICHING LIVES THROUGH ARTS AND CULTURE 113 GRANTS
Flint Cultural Center Campus $ 19.524 13
Smaller Arts Organizations $ .628 7
26 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
Local Initiatives Support Corporation Crim Fitness Foundation SPECIAL OPPORTUNITIES
New York, NY Flint, MI
$100,000 – 12 mos. $100,000 – 12 mos.
Arab American Heritage Council
Flint, MI
Flint and Genesee County community General purposes
$40,000 – 12 mos.
development project
Fair Food Network Immigration services
Metro Community Development Ann Arbor, MI
Flint, MI $150,000 – 12 mos.
City of Flint
Flint, MI
$135,000 – 12 mos. Double Up Food Bucks project
$60,000 – 6 mos.
Capacity building
Flint Jewish Federation Residential service line technical
Village Information Center Flint, MI assistance
Flint, MI $6,000 – 12 mos.
$30,000 – 12 mos. General purposes
Flint Odyssey House Inc.
Flint, MI
General purposes
Food Bank of Eastern Michigan $265,348 – 12 mos.
Subtotal:$3,725,000 Flint, MI Healthy Flint research coordinating
Community Development $110,000 – 12 mos. center-community core
Increasing food distribution and access
Genesee County Parks & Recreation
ENTREPRENEURSHIP $20,000 – 12 mos. Commission
Flint diaper bank Flint, MI
Ferris Wheel Innovation Center $4,250,000 – 11 mos.
Flint, MI Greater Flint Health Coalition
Flint, MI Flint River restoration project
$500,000 – 12 mos.
100K IDEAS $245,000 – 12 mos. Genesee Health System
General purposes Flint, MI
Formative Evaluation Research $200,000 – 12 mos.
Salvation Army of Genesee County
Associates Flint, MI Mobile mental health unit project
Ann Arbor, MI
$100,000 – 12 mos. Mott Community College
$40,000 – 8 mos.
Rent and utility assistance program Flint, MI
Youth entrepreneurship landscape scan
Shelter of Flint Inc. $25,000 – 12 mos.
Foundation for the Uptown Flint, MI Flint and Genesee Literacy Network
Reinvestment Corporation $50,000 – 12 mos. capacity building
Flint, MI One Stop Housing Resource Center
$85,000 – 12 mos. University of Michigan-Flint
Flint Food Works commercial kitchen United Way of Genesee County Flint, MI
Flint, MI $30,000 – 12 mos.
Mott Community College $410,000 – 12 mos. Flint community data platform
Flint, MI General purposes
$68,000 – 13 mos. Whaley Historical House
Teen CEO initiative $220,000 – 12 mos. Association Inc.
Building Excellence, Sustainability and Flint, MI
$130,000 – 13 mos. Trust (BEST) nonprofit capacity building $199,895 – 8 mos.
Teen CEO initiative expansion Whaley Historic House restoration
$75,000 – 12 mos.
$85,330 – 12 mos. Flint national service accelerator project
FABLAB for the community initiative Subtotal:$5,070,243
Red Ink Flint YWCA of Greater Flint Special Opportunities
Flint, MI Flint, MI
$100,000 – 12 mos. Program Area Total:$7,676,243
$250,000 – 60 mos. Meeting Evolving Community Needs
Factory Two project Domestic violence services reserve fund
XLerateHealth Program Total:$58,202,817
Subtotal:$2,606,000 Flint Area
Louisville, KY
$235,000 – 12 mos. Nonprofit/Philanthropic Sector
Healthcare startup accelerator
in millions
m E mployee/Trustee Matching Grants $2.070
m T rustee-Initiated Grants $1.508
28 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
FINANCE
$4500
$4000
$3500
$3,098,258,647
$3000 TOTAL
$2500
ASSETS
$3,098,258,647
$2000
$1500
$1000
$500 $4,431,186
$ 320,000
$0
in millions
1926 1936 1946 1956 1966 1976 1986 1996 2006 2017
m T otal Growth Assets $1,741.5 / 56.2%
Total Assets Total Assets in 2017 Dollars
m T otal Risk Reduction Assets $902.6 / 29.1%
m T otal Real Assets $434.1 / 14.0%
mO
ther Assets $20.1 / 0.7%
Total Assets – Fair Value $1,929.9 $2,079.9 $2,227.4 $2,159.9 $2,301.1 $2,584.0 $2,794.6 $2,720.8 $2,788.2 $3,098.3
Total Assets – 2,263.1 2,374.4 2,505.3 2,359.4 2,470.7 2,733.4 2,934.0 2,835.8 2,847.0 3,098.3
2017 Dollars
12–Month Rolling 2,380.2 1,916.0 2,063.4 2,227.7 2,246.8 2,393.3 2,657.5 2,786.7 2,709.0 2,918.3
Average Assets
Total Investment (684.6) 289.3 275.5 62.8 252.7 401.4 313.9 81.8 209.4 454.4
Income (Loss)
Total Investment Income (802.8) 330.2 309.8 68.6 271.3 424.6 329.6 85.2 213.8 454.4
(Loss) 2017 Dollars
Total Grants Awarded 110.4 109.3 92.9 89.3 91.0 101.0 101.4 119.1 124.4 122.2
Total Expenditures* 100.6 134.2 127.9 130.0 110.9 137.1 95.9 154.7 143.6 150.6
NOTE: Private foundations are required to make qualifying distributions (grant payments and reasonable administrative expenses) equal to roughly 5 percent of
their average assets each year. The basis of the 5 percent calculation is a rolling, or 12-month, average of the foundation’s investment assets.
*Total expenditures include grant payments, foundation-administered projects, administrative expenses, excise and income taxes, and investment expenses.
30 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
PROFILE: 2017 GRANTMAKING
GRANTMAKING ACTIVITIES 2017
TOTAL TOTAL
Total Grants:
375 GRANTS $122,239,138
400
$125
Employee/Trustee
Employee/Trustee
Matching
Matching
Exploratory
Exploratory
$100 Flint Area
Flint Area
Environment
Education
Environment
Civil Society
$75
Education
Civil Society
$50
$25
$0
2008 2009 2010 2011 2012 2013 2014 2015 2016 2017
3,078,181,384 2,778,282,924
Cash 9,608,750 3,876,163
32 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
STATEMENTS OF ACTIVITIES
Years Ended December 31,
2017 2016
Income:
Dividends and interest $ 18,133,830 $ 15,688,692
Limited partnership income (loss) 124,286,645 67,328,644
Net realized gain (loss) on investments 57,503,274 13,925,723
Net unrealized gain (loss) on investments 256,609,696 113,780,664
Other income (expense) (2,176,540) (1,372,465)
454,356,905 209,351,258
Investment expenses:
Direct investment expenses 7,308,039 7,110,659
Provision for taxes:
Current excise tax 1,427,192 1,302,442
Deferred excise tax expense (income) 5,425,711 1,559,027
Unrelated business income tax — 95,526
State income tax 350,000 94,930
14,510,942 10,162,584
34 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
Board and Committees Officers and Staff Human Resources
BOARD OF TRUSTEES* EXECUTIVE OFFICE Julie M. Flynn
William S. White Human Resources Manager
Ridgway H. White
Chairman President and Chief Executive Officer Aria K. Sanders
Frederick S. Kirkpatrick+ Human Resources Administrator
Jennifer L. Liversedge
Vice Chairman Program Officer and Information Services
A. Marshall Acuff, Jr. Trustee Meeting Coordinator Gavin T. Clabaugh
Lizabeth Ardisana Lisa R. Maxwell Vice President – Information Services
Tiffany W. Lovett Administrative Assistant to the Michael L. Wright
Webb F. Martin President/CEO and Board of Trustees Information Services Manager
Olivia P. Maynard Glen A. Birdsall
John Morning# ADMINISTRATIVE GROUP
Librarian
Maryanne Mott Mary A. Gailbreath
Vice President – Administration, Ellen Chien
Charlie Nelms IT Support Analyst
Douglas X. Patiño Chief Financial Officer and
Secretary/Treasurer Joumana M. Klanseck
Jeremy R. M. Piper
Database Administrator
William H. Piper Administrative Services
George E. Ross Gregory S. Hopton Ryan C. Madar
Marise M.M. Stewart Accounting and Tax Manager Systems Engineer
Helen J. Taylor Collette R. Pries Asia B. McHaney
Ridgway H. White Senior Accountant Administrative Assistant
AUDIT COMMITTEE Brittany M. Knox COMMUNICATIONS
Webb F. Martin Accountant Kathryn A. Thomas
Chairman Debra L. Cormier Vice President – Communications
A. Marshall Acuff, Jr. Payroll Administrator Ann F. Richards
Frederick S. Kirkpatrick Annette M. Chamberlain Senior Communications Officer
Olivia P. Maynard Ona Kay Goza Jeffrey F. Alexander
Charlie Nelms Lynne M. Mortellaro Duane M. Elling
Jeremy R.M. Piper Administrative Assistants Jessica M. Jones
Kim R. McDonald Communications Officers
EXECUTIVE COMMITTEE
William S. White Office Assistant Macie D. Schriner
Chairman Debra E. Bullen Communications Officer – Online
Building Manager Strategies
Frederick S. Kirkpatrick
Webb F. Martin Billy M. Powell Cristina G. Wright
Maryanne Mott Building Operations Supervisor Web Administrator
William H. Piper Gilbert Medrano Craig Kelley Jr.
Ridgway H. White Building Operations Assistant Communications Assistant
Patrick J. Turowicz Jon’Tise S. Lewis
INVESTMENT COMMITTEE
HVAC/Facilities Technician Administrative Assistant
William S. White
Chairman Grants Administration INVESTMENTS
A. Marshall Acuff, Jr. Michael S. Birchmeier Jay C. Flaherty
John K. Butler Director – Grants Administration and Vice President – Investments and
Elizabeth T. Frank Assistant Secretary/Treasurer Chief Investment Officer
Frederick S. Kirkpatrick Cindy S. Compeau Kenneth C. Austin
Webb F. Martin Grants Manager Cheryl Garneau
William H. Piper Ashley R. Johnson Stephen W. Vessells
Alan H. Van Noord Senior Accountant Investment Managers
Ridgway H. White S. Renee Jackson Laura R. Bechard
*The Members of the corporation are Frederick Grants Accountant Investment Operations Manager
S. Kirkpatrick, Tiffany W. Lovett, Maryanne Alicia T. Aguilar
Mott, William H. Piper, Marise M.M. Stewart, Jean M. Bamberg
Ridgway H. White and William S. White. Administrative Assistant Assistant Investment Administrator
+
Serves as presiding/lead outside director. Jill A. Powell Laura D. Franco
#
Trustee Emeritus Office Assistant Kelly A. Swoszowski
Administrative Assistants
TRANSITIONS
With the enthusiastic approval of our trustees, Mott Foundation President Ridgway H. White was
appointed CEO in October 2018. With nearly a half-century of leadership at the Foundation,
William S. White continues to serve as chairman of our board of trustees.
We bid fond farewells to five long-time employees this past year. Fred Kump, who was interim director
of Grants Administration and assistant secretary/assistant treasurer for the Foundation, retired after
18 years of service in a variety of capacities. Rebecca Burns, hired in 1994 as an administrative
accountant, retired after 23 years of work in Mott’s Administrative Services division. Three
administrative assistants — Deborah K. Reid, Mary Beth Smith and Ruth M. Woodruff — also
retired. Collectively, these employees contributed almost 100 years of service to the
Foundation. They will be missed.
36 CH A R L E S S T E WA RT M OT T F O UNDAT I O N
PRODUCTION CREDITS
CHARLES STEWART MOTT FOUNDATION
Contributing writers: Jeff Alexander, Duane Elling, Jessica Martin Jones, Ann Richards
Editor: Kathryn Thomas
Project support: Greg Hopton, Renee Jackson, Craig Kelley Jr., Jon’Tise Lewis, Macie Schriner, Cristina Wright
PRODUCTION ASSISTANCE
Sheila Beachum Bilby
PRINTING
Riegle Press, Davison, Michigan
Recyclable
503 S. SAGINAW ST., STE. 1200
FLINT, MI 48502-1851
WEBSITE: WWW.MOTT.ORG
EMAIL: INFO@MOTT.ORG
PHONE: +1.810.238.5651