1. education

Fundamentals
H A L L F A M I LY F O U N D A T I O N
ANNUAL REPORT 2014
SUPPORTING
E D U C AT I O N I N
KANSAS CITY
SINCE 1943
H A L L F A M I LY F O U N D A T I O N
ANNUAL REPORT 2014
Fundamentals
S U P P O R T I N G E D U C AT I O N
IN KANSAS CITY SINCE 1943
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H A L L F A M I LY F O U N D A T I O N
Fun·da·men·tals
The Hall Family Foundation has a long history of supporting
education in Kansas City. Grounded by the past and inspired by
Kansas City’s potential, the Hall Family Foundation continues to
Our Mission
support those who promote centers of excellence, improve access
to quality education, promote systematic reform or improvement,
close achievement gaps and build human capital.
The Hall Family Foundation is a private philanthropic organization
A Dquality
J E C T I V E of
0 1 . human
Forming a necessary
base or core;that
of central importance.
dedicated to enhancing the
life. Programs
0 2 . Affecting or relating to the essential nature of something or the crucial point about an issue.
enrich the community,
help people and promote excellence are
S Y N O N Y M S / basic, underlying, core, foundational, rudimentary, elemental, elementary, basal, root.
considered to be of prime importance. The Foundation views its
N O U N 0 1 . A central or primary rule or principle on which something is based.
N Y M S / basics,
essentials,
foundations, basic principles.
primary function as that ofS YaN Ocatalyst.
It seeks
torudiments,
be responsive
to programs that are innovative, yet strive to create permanent
solutions to community needs in the Greater Kansas City area.
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H A L L F A M I LY F O U N D A T I O N
Fun·da·men·tals
OUR FOUNDERS
The Hall Family Foundation has a long history of supporting
education in Kansas City. Grounded by the past and inspired by
Kansas City’s potential, the Hall Family Foundation continues to
who promote centers of excellence, improve access
Joyce C.support
Hall those
& Elizabeth
Ann Hall
to quality education, promote systematic reform or improvement,
close achievement gaps and build human capital.
T H E M I S S I O N of the Hall Family Foundation, established in 1943, stems from the original purposes
of its founders: Joyce C. Hall; his wife, Elizabeth Ann Hall; and his brother, Rollie B. Hall. As outlined in the
A D J E C T I V E 0 1 . Forming a necessary base or core; of central importance.
original bylaws, they intended that the Foundation should promote… the health, welfare and happiness
0 2 . Affecting or relating to the essential nature of something or the crucial point about an issue.
of school-age children… the advancement and diffusion of knowledge… activities for the improvement
S Y N O N Y M S / basic, underlying, core, foundational, rudimentary, elemental, elementary, basal, root.
of public health… and advancement of social welfare. These purposes were based on a family resolve to
help people and enhance the quality of life.
Over 70 years later, their legacy lives on.
N O U N 0 1 . A central or primary rule or principle on which something is based.
S Y N O N Y M S / basics, essentials, rudiments, foundations, basic principles.
Joyce C. Hall was born on August 29, 1891, in David City, Nebraska. He was a plain-spoken individual
with a respect for hard work and an unwavering commitment to quality. Mr. Hall came to Kansas City
in 1910, and, starting with a shoebox full of cards and a rented YMCA room, began the business that was
to become Hallmark Cards, Inc. In 1921, Joyce Hall married Elizabeth Ann Dilday. Together they built
a life dedicated to family and community. Together they created the Foundation that nurtures and
strengthens the city they loved.
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H A L L F A M I LY F O U N D A T I O N
Fun·da·men·tals
The Hall Family Foundation has a long history of supporting
education in Kansas City. Grounded by the past and inspired by
Kansas City’s potential, the Hall Family Foundation continues to
support those who promote centers of excellence, improve access
to quality education, promote systematic reform or improvement,
close achievement gaps and build human capital.
A D J E C T I V E 0 1 . Forming a necessary base or core; of central importance.
0 2 . Affecting or relating to the essential nature of something or the crucial point about an issue.
S Y N O N Y M S / basic, underlying, core, foundational, rudimentary, elemental, elementary, basal, root.
N O U N 0 1 . A central or primary rule or principle on which something is based.
S Y N O N Y M S / basics, essentials, rudiments, foundations, basic principles.
S U P P O R T I N G E D U C AT I O N
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IN KANSAS CITY SINCE 1943
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H A L L F A M I LY F O U N D A T I O N
President’s Letter
EDUCATION is fundamental to development and
Those are significant challenges and require
growth, not only for the individual but for society as
commitment by the public, by parents, by educators,
a whole. “The direction in which education starts a
by elected officials and by philanthropy. An honest
man will determine his future life,” wrote Plato 2,500
appraisal of where we are in public support is
years ago. Almost 250 years ago Ben Franklin wrote,
disappointing. Higher education and K-12 are
“ An investment in knowledge pays the best interest.”
underfunded both absolutely and relatively. Early
What was true 2,500 years ago or 250 years ago
childhood education, which is recognized as
is even truer today. Those who succeed in today’s
being so critically important, receives little public
constantly changing, knowledge-based economy
support. On the other hand, philanthropy has been
are those who are well educated. This annual
generous. Along with business interests there have
report reflects our efforts to meet the education
been numerous efforts both large and small to
challenge in our community… to give young children
address these critical issues. Yet it is clear that no
a good start, to provide access to quality education
amount of philanthropy can offset lack of adequate
for disadvantaged students, to offer educational
public support, nor can philanthropy or public
enrichment opportunities and to provide higher
support succeed without parental involvement
education that meets community needs.
and effective educators.
H A L L F A M I LY F O U N D A T I O N
This report highlights several organizations that
education, which will be coming to fruition in 2015
are doing a wonderful job of positively impacting
and beyond while continuing our broad-based
young people. Their efforts need to be celebrated
support for the arts, children, youth & families and
and they deserve our support and the continued
community development.
involvement of dedicated volunteers. But they
cannot impact all of the children and young
Each year I express our gratitude to the many
people for whom education is so critical. We must
talented partners in the not-for-profit community.
have a partnership of public officials, parents (the
They are the ones who turn our investments into
most important determinant of a young person’s
actions and results. We have great respect and
education and success), educators and the broader
admiration for what they do. Further, our small
community. If we could see the future, and then
staff continues to be accessible, knowledgeable and
look at today, and ask what single investment could
engaged. Thank you to them for their commitment.
we make to positively influence our community, is
there any doubt the answer would be education?
The foundation remains dedicated to the principles
of Joyce and Elizabeth Hall and, with the continued
This past year saw a modest increase in resources
leadership of the Hall family, involvement of an active
and grants. Foundation assets reached $891 million
board and the conscientious work of our professional
and grants paid were $37.9 million. We have made
staff, we look forward to working with the community
several significant commitments, particularly to
for years to come.
WILLIAM A. HALL
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P R E S I D E N T, H A L L FA M I LY F O U N D AT I O N
H A L L F A M I LY F O U N D A T I O N
H A L L F A M I LY F O U N D A T I O N
Contents
EARLY EDUCATION
K-12 STUDIES
HIGHER EDUCATION
ENRICHMENT
Addressing the current
A look at the changing needs of
Expanding research capacity
Inspiring children to succeed
landscape and ways to make
education in our city and how to
and education opportunities in
and engaging life-long learners
systemic change
build a strong network of talent
programs considered centers
in Kansas City
of excellence
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MASTHEAD
OUR MISSION
PRESIDENT’S LETTER
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E A R LY E D U C A T I O N
K-12 STUDIES
H I G H E R E D U C AT I O N
ENRICHMENT
St. Mark Child and Family
Crossroads Academy
Hall Center for the Humanities
Wildwood Outdoor
Horizon Academy
William Jewell Oxbridge
Development Center
Education Center
Pre-K Landscape Study
Honors Program
Alphapointe
Leading Educators
Union Station Science City
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NUMBERS
FINANCIALS
C O N TA C T
Early Education
S T. M A R K C H I L D A N D FA M I LY D E V E L O P M E N T C E N T E R ,
PRE- K L ANDSCAPE STUDY
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Early Education
QUALITY early education is an important component
in Kansas City is to provide all children with the skills
to creating a vibrant community. Research has shown
they need to enter kindergarten prepared for success.
that children who receive high quality early education
are less apt to commit a violent crime or become
Many schools and early education centers in Kansas
teen parents and are more likely to graduate from
City provide an impactful and nurturing learning
high school and attend college. Studies also note
environment on a daily basis. Centers like St. Mark
that achievement gaps along socio-economic lines
Child and Family Development Center, which
start very early. With continuing research it becomes
operates year-round and serves over 100 children
more evident that providing children with access
from ages six weeks to five years, share in the ultimate
to quality early education helps build the foundation
vision of the Kansas City area becoming a place where
for achievement in school and life.
every child enters the classroom equipped with
the fundamental skills needed to succeed. Deidre
Before kindergarten, children in developmentally
Anderson, executive director at St. Mark, noted,
appropriate settings learn skills that help build the
“ A lot of what you do in early childhood education is
foundation for achievement in elementary school and
build socially and emotionally healthy children who
beyond. The ultimate goal of funding early education
are ready to learn. When you do that correctly, the
S T. M A R K C H I L D A N D FA M I LY D E V E L O P M E N T C E N T E R ,
PRE- K L ANDSCAPE STUDY
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K-12 experience is far more beneficial. However, we
more meaningful investments in early education.
can’t do what we do without engaging the families.”
The group quickly discovered that in order to direct
philanthropic grants more effectively, additional
Parental involvement and support is essential in early
and more recent information was needed about
learning. Anderson explained that there are myriad
the teachers, children served, programs, outcomes
opportunities to educate families on the importance
and financial resources in the current early learning
of their child’s schooling and the importance of
system. The Hall Family Foundation along with
positive parent-child interaction. From parenting
several other funders, working through a fund in the
classes, to job training, to family field trips, St. Mark
Greater Kansas City Community Foundation, began
is strengthening families to succeed. “We are going
a study on the current Pre-K landscape in Kansas
above and beyond to understand what’s going on
City in 2014. The overall goal of the study is to glean
around our students’ lives at school. We have the
more information on the gaps in the early learning
ability to engage children while they are here, as
system to understand how philanthropy can have
well as impact their lives outside the organization.
an even greater impact going forward.
By empowering families, a more robust early learning
environment is created which leads to greater
As momentum grows and the community moves
academic success.”
towards the goal of having a more effective early
learning system, St. Mark, along with many other
The funding community has long viewed early
organizations and funders, hopes to pinpoint those
learning as an area where philanthropy can help
areas that truly contribute to filling achievement gaps.
make a difference. Philanthropic support for
Anderson said, “We have had much success over forty
parent engagement programs, teacher professional
years of this organization’s life and we are excited
development and national accreditation for
about the opportunity to do even greater good than
individual early learning centers has been notable
in the past to ensure that an otherwise overlooked
over the years. Although recognition of the
part of the city stays in the game—competing for high
importance of Pre-K and early learning is increasing,
quality scholarships, college and jobs.” Philanthropic
the landscape of Kansas City’s early education
support continues in anticipation that strong public
offerings is relatively uncharted. In 2013, a group
support is soon to follow, as it is becoming more and
of Kansas City funders began meeting to explore
more evident that an investment in early education
strategic ways they could work together to make even
is an investment in Kansas City’s future.
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PRE- K L ANDSCAPE STUDY
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T H E U LT I M AT E G O A L O F F U N D I N G E A R LY E D U C AT I O N I N
K ANSAS CIT Y IS TO PROVIDE ALL CHILDREN WITH THE SKILLS THE Y
N EED TO ENTER KI N D ERGARTEN PREPAR ED FO R SU CC ESS .
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K-12 Studies
C R O S S R OA D S AC A D E M Y,
H O R I ZO N AC A D E M Y, L E A D I N G E D U C ATO R S
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H A L L F A M I LY F O U N D A T I O N
K-12 Studies
ALL CHILDREN deserve a chance to learn and
downtown area residents. One of Kansas City’s
to reach their highest potential. Access to quality
newer public charter schools, Crossroads Academy
education should not be restricted by location,
is showing strong and rapidly improving performance
income or learning ability. This fundamental
on academic assessments. The school operates
concept is embraced by the Hall Family Foundation,
at full capacity, serving 281 children in grades
education leaders and other support organizations
K-7 with a waiting list for enrollment. It recently
in our community, with the intent to provide quality
expanded its building to add an eighth-grade class
educational opportunities for all children.
and accommodate growth. “Families want to be in
cities again,” Johnson noted. Surveys of downtown
“I think we are at an exciting precipice in Kansas City,”
residents and stakeholders identified a need for a
said Dean Johnson, co-founder and executive director
nearby academically rigorous school, which the three-
at Crossroads Academy. “Recently, there’s been a
year-old Academy intends to fill. Johnson said, “We
lot of attention towards making our urban schools
are overwhelmed with joy about how embracing the
better.” Crossroads Academy provides education for
downtown community has been. We are pleased to
a traditionally underserved population: Kansas City’s
provide a resource that wasn’t here before.”
C R O S S R OA D S AC A D E M Y,
H O R I ZO N AC A D E M Y, L E A D I N G E D U C ATO R S
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Crossroads students have access to all the civic,
Kennedy said, “We focus on the students that
cultural, historical and artistic amenities that
have fallen through the cracks. Our students are
downtown Kansas City offers, making for a uniquely
bright individuals with average to above-average
rich learning environment. Johnson explained, “Our
intelligence who simply have difficulty learning the
library is the Central Library. Our playground is
way others do.” Students work in core curriculum
Barney Allis Plaza. Folly Theater is our stage. Todd
areas while improving their organizational skills,
Bolender Center is our dance class partnership. I
learning to advocate for themselves and to develop
think one of the greatest things about our school
appropriate social skills. The school’s success is
is that we are vitally engaged in the downtown
based largely on specialized teaching strategies.
community.” Crossroads students have brought
Kennedy said, “Our staff practices prescriptive
new energy to the area. “It’s no longer just a place
teaching. A child is being constantly observed, and
where people come to work. Seeing kids walking
teachers change the approach based on how a child
to and from the library shows that downtown is a
learns best.” Horizon implements this strategy with
community,” Johnson said.
specific learning programs from the University of
Kansas Center for Research on Learning and other
Horizon Academy is a unique private school for
nationally recognized reading programs.
students in first through twelfth grades who have
attention and learning disabilities. The school’s
Effective teachers play an essential role in the success
mission is to provide a caring and respectful
of any school. Dean Johnson of Crossroads Academy
educational environment for these students and
described teachers as the school’s valuable “currency.”
create a community of life-long learners. It gives
Tysie McDowell-Ray, co-founder and principal of the
children the opportunity to achieve their highest
school, agreed, “Our teachers are the most prized
potential, whether at Horizon or upon return
asset of our school. It’s their energy and excitement
to a traditional school setting. Sharyl Kennedy,
that instills a love of learning into students.”
executive director, explained, “Horizon Academy
is the only program of its kind in the Kansas City
Leading Educators recognizes the connection
metropolitan area that has discovered how to unlock
between effective teachers and student achievement.
the disability in each of these students and give them
This organization works with schools to maximize
the opportunity to succeed in both school and life.”
the impact and influence of teachers as leaders.
C R O S S R OA D S AC A D E M Y,
H O R I ZO N AC A D E M Y, L E A D I N G E D U C ATO R S
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Leading Educators’ mission is to close achievement
“Getting kids invested and motivated is hard work.
gaps by developing experienced teachers in schools
Our goal is to help build a talent pipeline of teachers
serving low-income students through a rigorous two-
willing to put in the effort needed.” Leading Educators
year fellowship program.
has found many willing teachers in Kansas City,
including those at Crossroads Academy and the
Typically, schools operate with one principal and
Kansas City public school system. A total of 65
one or two assistant principals who manage a staff
teachers have completed the Leading Educators
of teachers. Leading Educators works to change
program; seventy more are currently being trained
this model to a team structure. Tom Krebs, vice
with plans to expand further; thus creating a growing
president of Leading Educators, said, “In a traditional
mass of local talent committed to the same mission.
setting, the role is too big for one principal. We hear
principals complain about having to put out fires
With committed support, the K-12 community is
all day. We want to create a team where the entire
working to increase access to quality education by
teaching staff works around a clear goal. That way,
starting new public charter schools in underserved
principals have support in creating consistency and
areas, supporting the improvement efforts of the
alignment of effort.”
area’s urban school systems, providing alternative
educational opportunities that address special
The Leading Educators Fellowship aims to build
learning needs and supporting teachers in the
technical capacity in teachers. Through job-
critical work of inspiring learning in every classroom.
embedded training, individual coaching and team
Although the task is far from done, these organizations
learning, instructional leaders are taught skills
are making progress towards the goal of quality
that enable them to work more effectively, much to
education for all children, regardless of neighborhood,
the benefit of the students they serve. Krebs said,
socio-economic level or learning differences.
C R O S S R OA D S AC A D E M Y,
H O R I ZO N AC A D E M Y, L E A D I N G E D U C ATO R S
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Higher Education
HALL CENTER FOR THE HUMANITIES,
WILLIAM JEWELL OXBRIDGE HONORS PROGRAM
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H A L L F A M I LY F O U N D A T I O N
Higher Education
EXCELLENCE in higher education is essential
research in health, engineering and technology, the
to progress in our community. A well-educated
Hall Center helps ensure that faculty and students
population has the ability to solve community
in history, English, philosophy, classics, language,
problems, inspire innovation and elevate the region.
literature, sociology, anthropology, linguistics and
Supporting higher education does more than
political science have the opportunity to further their
further the success of an individual; it helps meet
research. Not only does the Hall Center encourage
fundamental needs for the future of the community.
and provide resources for grant applications, it helps
facilitate the research process by providing platforms
“A university stands or falls by the caliber of its faculty,”
for critique, with a corresponding mission to share its
according to Victor Bailey, director of the Hall Center
knowledge with the University of Kansas community,
for the Humanities. The Hall Center’s mission is to
the state of Kansas and ultimately, the world.
keep University of Kansas faculty active, engaged
and productive in teaching and research. It caters
“Over the years, and in many ways via the influence of
to faculty and students working in the humanities
the Hall Family Foundation, we have had advice given
and humanistic social sciences. While historically
to us to see if we could develop a complementary
the bulk of research funding tends to go to scientific
mission, which is to share humanities research with
HALL CENTER FOR THE HUMANITIES,
WILLIAM JEWELL OXBRIDGE HONORS PROGRAM
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S U P P O R T I N G H I G H E R E D U C AT I O N D O E S M O R E T H A N F U R T H E R T H E
S U C C E S S O F A N I N D I V I D UA L ; I T H E L P S M E E T F U N DA M E N TA L N E E D S
F O R T H E F U T U R E O F T H E C O M M U N I T Y.
a wider audience—to illustrate to public audiences
of tutorial-style practice, students spend a year abroad
the importance of the humanities and social sciences
at The University of Oxford. Senior year is punctuated
while addressing issues that are important to the
by sitting for comprehensive exams, during which the
world today,” Bailey said.
students demonstrate mastery of knowledge, apply
relevant concepts and emphasize the value of long-
In order to achieve this goal, collaboration and
term goals. William Jewell’s program is the only one
sharing have been largely incorporated into
of its kind in the country.
the research process. The Hall Center practices
interdisciplinarity—a method that brings people
For over 30 years, the Oxbridge Honors Program
from various disciplines together to study one
has been attracting and producing very high
issue. Bailey noted, “It has been increasingly
quality graduates. The program boasts 100 percent
recognized that you get value by putting your
placement of its students in graduate programs
work alongside research not within your same
including law school, medical school and graduate
discipline. You won’t solve the problem unless you
business programs. Anne Dema, provost at William
have a variety of knowledge at the table.”
Jewell said, “We judge the success of our program
by how the students are changed, shaped and molded
Across the state line, the students enrolled in
within a program that has high expectations for them.”
William Jewell’s Oxbridge Honors Program in Liberty,
Missouri are gaining experiences not only outside the
This worldly approach to education benefits the
classroom but also outside the country. The Oxbridge
Kansas City region. There is hope that support of
Honors Program is a highly competitive and rigorous
research and programs like these will continue to
learning experience taught in England’s traditional
inspire a more educated community. Dema noted,
education model. Through a one-to-one tutorial
“We are producing well-educated students who come
style of teaching, students are able to customize
back as professionals to Kansas City. That global
their lessons for more in-depth study, instilling a
exposure helps elevate the consciousness and build
responsibility for one’s own learning. After two years
quality human capital for the region.”
HALL CENTER FOR THE HUMANITIES,
WILLIAM JEWELL OXBRIDGE HONORS PROGRAM
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Enrichment
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Enrichment
TO THE BENEFIT of students and local school
bring the classroom to life. There are things we can
systems, learning opportunities in Kansas City
provide that are even more powerful for kids because
abound beyond the classroom allowing students
they are learning by doing.”
to apply the fundamentals they have gained in the
classroom to daily life. From team building skills, to
Wildwood is also working to prevent summer
hands-on experiences, to inspiring career choices,
learning loss through its summer education
numerous local organizations provide excellent
programs. The organization puts special emphasis
programs for reinforcing core teachings and
on providing scholarships for low-income students
expanding the world of education.
to attend summer programs. “Kids in the urban
core are more impacted by summer learning loss
Wildwood Outdoor Education Center transfers
due to the lack of summer learning opportunities,
what children are learning in school to the outdoors.
transportation, etc. These kids really need help
The organization works with school districts’ core
maintaining what they learned over the school
curriculum standards to create programming that
year. They need to have a safe place to go to be
helps augment and amplify what students learn
challenged, increase their confidence and forge
in science class. Robyn Ratcliff, executive director
positive relationships with mentors and other kids,”
of Wildwood, said, “Outdoor school programs help
Ratcliff said.
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In the summer overnight camps as well as day
on experiences that maximize student learning.
camps, there is a particular emphasis on building
Berry said, “These kids are not letting visual
community. Students practice solving problems
impairment get in the way of their hopes and dreams.
and managing conflicts in real-life situations. Ratcliff
We teach them that their visual impairment doesn’t
said, “Kids are learning great life lessons. There is
have to hold them back. You never know, one of
the challenge of being away from home and out on
these kids may cure cancer... or be the next Picasso.”
your own—learning how to be self-reliant and how to
enter into an environment where kids can articulate
Jake McLaughlin, manager of youth services at
their own values.” Ratcliff continued, “Anything we
Alphapointe, added, “We want to identify with kids
can do to help kids live positive, sustainable lives
at a young age so we can be aware of their progress.
benefits the community as a whole.”
We want to understand their skills so that when it’s
time to take that next step we are there for them. We
Alphapointe is another agency that is challenging
give kids the message that we won’t do it for you, but
kids socially, physically and cognitively outside of the
we’ll be right next to you.”
classroom. Its youth services program helps empower
children with vision loss to achieve personal goals
For older students, the agency offers college prep
and aspirations. Clay Berry, director of education
classes as well as a program aimed at normalizing
and rehabilitation, said, “We want to see students
a visually impaired youth’s first job experience. As
graduate on grade level, be ready for the next
Alphapointe continues to evolve its programing,
stage in life, and ultimately become self-sufficient,
it plans to offer more age-specific programing, as
independent members of society.”
well as add an overnight summer camp. Berry said,
“When our youth program started it was about
Alphapointe collaborates with schools and
getting visually impaired kids ready for work. But
organizations around the Kansas City metropolitan
that no longer sums it up—it’s about dignity, personal
area to give vision-impaired students the same
satisfaction and quality of daily life.”
exper ience s as their peers. Whether it be
experiencing art at the Nelson-Atkins Museum
Union Station’s Science City is another organization
of Art or completing a ropes course at summer
dedicated to promoting long-term success for
camp, Alphapointe helps provide engaging hands-
the Kansas City community. One hundred years
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ago, Union Station set the groundwork for Kansas
for people to interact and learn while having fun,
City’s early industrial and population growth
“People learn in different ways. If you like technology,
as the center of transportation and commerce.
we’ve got that. If you like learning on your own, we’ve
Today, Union Station’s Science City is evolving
got that. If you thrive in a group setting, we provide
to be the region’s educational center of technology,
that as well.”
science and innovation. Science City, located inside
Union Station, offers changing hands-on learning
With the recent celebration of its centennial, Union
exhibits that spark the imagination.
Station looks to the next 100 years as it plans for
a multi-million dollar upgrade and expansion of
As Union Station and Science City make plans
Science City. A new, planned outdoor experience
to expand and evolve, they will focus on areas
is literally and metaphorically a window into the
important to the growth of Kansas City. Working
innovation happening within the science center.
with Kansas City community leadership, Union
“The expansion will help with our educational
Station has identified five key focus areas for its
mission. The new entrance to Science City will
programing: engineering and architecture; bio-
now better represent the thinking and exploration
health; sustainability and energy; transportation;
going on inside,” Guastello said. “When you look at
and innovation. George Guastello II, president and
our magnificent building, we’re reminded that it
CEO, said, “The community sees Unions Station and
was a feat of engineering over one hundred years
Science City as an important part of our city’s growth.
ago as the single largest construction project at the
We will continue to work closely with educators
time in the Midwest. It now houses an amazing
to create strategies where kids succeed in these
science center that is a hub for technology, science
five key areas.”
and innovation, reinforcing what is learned in
school for the region’s students, the future of
Science City caters to thousands of school groups
our community. ”
each year. An important piece of its strategy is
ensuring the exhibits and programing support
The Hall Family Foundation continues to help
school curriculum and current core educational
support enrichment programs like these and
standards for both Kansas and Missouri. Jerry
many others, recognizing that learning by doing
Baber, executive vice president and COO, spoke
is fundamental to effective education and essential
to the importance of creating unique experiences
to inspiring life-long learning.
W I L D W O O D O U T D O O R E D U C AT I O N C E N T E R ,
37
A L P H A P O I N T E , U N I O N S TAT I O N S C I E N C E C I T Y
38
Numbers
H A L L F A M I LY F O U N D A T I O N
39
2014 GRANTMAKING OVERVIEW
38
2014 GRANTS OVERVIEW
$352.1M
$25M
2 0 1 4 G R A N T S PA I D BY C AT E G O RY
22%
Contributions paid
Largest new grant in 2014 to Kansas
C H I L D R E N YO U T H
over the last decade
University Endowment Association for
& FA M I L I E S
18%
THE ARTS
the new Health Education Building at
KU Medical Center
$37.9M
$100K
Contributions paid in 2014
Median grant amount
50%
4%
E D U C AT I O N
COMMUNITY
approved in 2014
39
DEVELOPMENT
129
6%
Nonprofit agencies
ADDITIONAL
supported in 2014
INTERESTS
38
S U P P O R T I N G E D U C AT I O N
39
IN KANSAS CITY SINCE 1943
40
Financials
S U P P O R T I N G E D U C AT I O N
41
IN KANSAS CITY SINCE 1943
42
2014 Financial Highlights
All numbers for 2014 are preliminary and unaudited.
5-YEAR SUMMARY OF GRANTS PAID BY CATEGORY Percentages for 2010-2014
ASSETS In Millions of Dollars for the Years 2010-2014
2 0 1 4 A S S E T C AT E G O R I E S
2010
8 1 6 .1
C H A R I TA B L E U S E A S S E T S : 0 . 0 %
2011
ADDITIONAL
INTERESTS
ARTS
21 .0%
21 . 8%
7 7 7. 5
C A S H : 3 .1 %
2012
COMMUNITY DEVELOPMENT
A LT E R N AT I V E S T R AT E G I E S : 3 7. 9 %
8 22. 9
3.5 %
U . S . & F O R E I G N E Q U I T I E S : 4 7. 0 %
C H I L D R E N , YO U T H
& FA M I L I E S
28. 5%
2013
8 87. 5
2014
89 0. 8
FIXED INCOME SECURITIES: 12.0%
E D U C AT I O N
25. 2%
INCOME In Millions of Dollars for the Years 2010-2014*
2014 includes the September 30th market values
adjusted for fourth quarter cash flows on the
alternative strategy portion of the portfolio.
EXPENSES In Millions of Dollars for the Years 2010-2014*
CONTRIBUTIONS PAID In Millions of Dollars for the Years 2010-2014
2010
35. 9
2010
16.2
2010
9.5
22. 8
2011
49.3
2011
1.4
5.0
1.1
5.0
37.7
2011
2012
1 8 .1
2012
14.9
1.1
4.5
35. 4
2012
1 7. 2
2013
38. 2
2013
2014
37.9
2014
41.7
1 2.1
4 2.7
2013
2014
1.2
7.6
1.2
2. 6
DIVI DE N DS & I NTE R EST
C H A R I TA B L E
R E A L I Z E D I N V E S T M E N T G A I N ( LO S S )
I NVESTM E NT
*2014, as presented, does not include K-1 income and expense from partnership holdings. The expenses graph includes cash
operating expenses and excludes excise taxes. Charitable-related expenses are those incurred in carrying out the Foundation’s
exempt function. Investment expenses are those incurred in the management of the Foundation’s investment portfolio.
43
44
2014 Grants
Program Area
Grant Amount
Paid Amount
CHILDREN, YOUTH & FAMILIES
$50,000
$50,000
A L P H A P O I NTE
“Expanding Life Experiences” Youth Development Program
$10,000
$10,000
ASS I STA N C E LE AGUE O F KANSAS C I TY
“Building Today: Serving Tomorrow, Imagine the Possibilities” Campaign
$50,000
$50,000
B OYS & G I RLS C LUBS O F GREATE R KANSAS CITY
Youth Development Program Support (2014-15)
CAMP FIRE
Kansas City Program Support (2013-15)
C A M P S FO R K I DS
Summer Camp Program Support for 2014
C AT H O L I C CH ARI TI E S - KANSAS CI TY- ST. JOSEPH
“Anti-Poverty Initiative” Support
C AT H O L I C CH ARI TI E S O F NO RTH E AST KAN SAS
Emergency Assistance Services
C E N T E R FOR P RACTI C AL BI O E TH I CS
Program Support
C H I L D R E N ’ S P LACE
Support for Transportation Services
C H I L D R E N ’ S TLC Strategic Planning Support
CO M M U N I T Y S ERVI CES LE AGUE
Work Express Program Expansion (2013-15)
CO R N E R STONES O F CARE
Healthy Kids Initiative
C R OSS - L I N ES CO M M UNI TY O UTRE AC H
“Hope for a Better Tomorrow” Campaign
D O N B OSCO CENTE RS
English as Second Language Program Expansion
E L C E N T R O, I NC.
“Serving With A Purpose” Campaign
F I R ST C A L L
“Families First” Campaign
F U L L E M P LOYM E NT CO UNC I L, I NC .
Continuing Support for Project Rise
G I L L I S C E N TE R, I NC.
Healing Habitats Project
G I R L S CO UTS O F NE KANSAS & NW M I SS OU R I
Outreach Program - New Strategic Plan
Grant Amount
Paid Amount
$40,000
$20,000
$875,000
$2,400,000
$200,000
$0
$50,000
$35,000
HOPE HOU SE, IN C.
Guardian Program Support (2012-14)
$100,000
$35,000
IMMACOL ATA MA N OR
Facility Improvements
$175,000
$0
JACKSON COU N T Y CASA
School Children Advocacy Program
$80,000
$80,000
J EW ISH FA MILY SERV ICES OF G REAT ER KA N SAS CIT Y
Mental Health Coalition Program Support
$30,000
$30,000
JOHNSON COUNTY INTERFAITH HOSPITALITY NETWORK, INC.
Capacity Building
$50,000
$50,000
J OSHUA CEN T ER FOR N EU ROLOG ICA L DISORDERS
Social Skills Program Support
$20,000
$8,000
KA N SAS CIT Y COMMU N IT Y GA RDEN S
Consulting Services
$15,000
$15,000
$100,000
$100,000
$100,000
$100,000
$750,000
$750,000
$90,000
$30,000
MET ROPOL ITA N COMMU N IT Y COL L EGE FOU N DAT ION
Youth Development Associates Credential
$192,400
$92,400
MET ROPOL ITA N LU T HERA N MIN IST RY
Support for Northland Community Services Center
$170,000
$25,000
METROPOLITAN ORGANIZATION TO COUNTER SEXUAL ASSAULT
Crisis Intervention Services Support
$50,000
$50,000
MID-A MERICA REGION A L COU N CIL
Health Information Exchange Project with Safety Net Clinics (2013-14)
$50,000
$25,000
N EIGHB OR2N EIG HB OR, IN C.
Addition of Staff
$30,000
$15,000
N IL ES HOME FOR CHIL DREN
Renovation and Construction Project to Expand Capacity
$50,000
$50,000
CHILDREN, YOUTH & FAMILIES CONTINUED
A F T E R T H E H ARVE ST
Transitional Organizational Support
AV E N UE O F LI FE , I NC .
Program Support for Equipping Center
Program Area
$20,000
$1,450,000
$40,000
$40,000
$500,000
$200,000
$25,000
$39,000
$20,000
$200,000
$65,000
$250,000
$20,000
$50,000
$200,000
$100,000
$70,000
$225,000
$20,000
$725,000
$20,000
$40,000
$0
$200,000
$25,000
$39,000
$14,625
$100,000
$0
$0
$20,000
$50,000
$0
$0
$0
GUA DA LU PE CEN T ERS, IN C.
Family Support Program
HA RV EST ERS
BackSnack Program Expansion and Summer Pilot Project (2011-13)
Capital and Program Support for Strategic Plan Initiatives
HOPE FA IT H MIN IST RIES
Transitional Internship Program Support
KC CA RE CL IN IC
Support for Transitional Clinic Operations
K IDST LC “The Sanctuary Program” Support
KVC HEA LT H SYST EMS
Capital Campaign
MAT T IE RHODES COU N SEL IN G & A RT CEN T ER
Program Support - Mental Health Services for Latinos (2013-15)
$100,000
45
46
2014 Grants
Program Area
Grant Amount
Paid Amount
CHILDREN, YOUTH & FAMILIES CONTINUED
Program Area
Grant Amount
Paid Amount
A MERICA N JA ZZ MU SEU M
Festival Expansion Consultancy Project
$35,000
$35,000
COMMUNITY DEVELOPMENT
OZ A N A M
Facility Improvements
PAC E S
“A Place to Be Safe” Capital Campaign
P O L I C E AT HLE TI C LE AGUE O F KANSAS CITY, IN C.
Expanded Programming Support
R E H A B I L I TATI O N I NSTI TUTE O F KANSAS CITY
“Rebuilding Lives: Restoring Hope” Capital Campaign
R OS E B R O OKS C ENTE R, I NC.
“Safe Futures” Campaign
SA F E H O M E , I NC .
“Building a Better Tomorrow” Campaign
SA LVAT I O N ARM Y - KANSAS C I TY
Doubling the Impact Demonstration Project (2012-14)
General Operating Support in 2015
S H E F F I E L D P LAC E
Capital Improvements
$50,000
$50,000
$150,000
$150,000
A RG EN T IN E N EIGHB ORHOOD DEV ELOPMEN T ASSOCIAT ION
Program Support
$50,000
$20,000
$100,000
$100,000
B U IL DERS DEV ELOPMEN T CORPORAT ION
Urban Planning Staffing Support
$50,000
$20,000
$2,200,000
$1,200,000
$1,800,000
$600,000
$1,270,000
$820,000
$30,000
$30,000
$350,000
$175,000
$225,000
$125,000
$3,000,000
$500,000
$500,000
$0
KA N SAS CIT Y DESIGN CEN T ER
Program Support
$40,000
$40,000
KA N SAS CIT Y HEA LT HY K IDS
Indian Mound Neighborhood Program Support
$45,000
$45,000
L IN WOOD PROPERT Y, IN C.
Linwood Church Renovation Project
$250,000
$250,000
MORN IN GSTA R’S DEV ELOPMEN T COMPA N Y, IN C.
Construction of the Youth & Family Life Center
$300,000
$150,000
N ORT HW EST COMMU N IT IES DEV ELOPMEN T CORP.
Improvements to Fairmount Community Center
$45,000
$45,000
POL ICE FOU N DAT ION OF KA N SAS CIT Y
Support for Mobile Surveillance Camera System
$50,000
$50,000
$300,000
$300,000
$50,000
$25,000
$3,270,000
$1,735,000
$44,000
S P O F FO R D
REACH to TEACH Program Expansion (2013-15)
$270,000
SY N E R GY S E RVI CES , I NC .
Growth Campaign
$650,000
T H E B R I D G E H O M E FO R CH I LD RE N, I NC.
Capacity Building
$20,000
T R UE L I G H T FAM I LY RES O URC E CENTE R
Kitchen Expansion Project
$40,000
T R UM A N M ED I C AL CENTE R C H ARI TABLE FOU N DATION
“Shoring Up Essential Services” Campaign
GREATER KANSAS CITY LOCAL INITIATIVES SUPPORT CORPORATION
Program Support (2012-14)
HA B ITAT FOR HU MA N IT Y - KA N SAS CIT Y
Support for Donation Pick-ups
IVA N HOE N EIGHB ORHOOD COU N CIL
Program Support
$44,000
$90,000
$0
$20,000
$0
SWOPE CORRIDOR REN A ISSA N CE, IN C./U PPER ROOM
Support for Neighborhood Revitalization Plan
$1,500,000
$0
U N IT ED WAY OF G REAT ER KA N SAS CIT Y
Urban Neighborhood Initiative Program Support
T UR N E R H O US E CH I LD RE N’S CLI NI C, I NC .
Program Support
$50,000
$50,000
$250,000
$250,000
$7,500
$7,500
U R B A N R A NGE R CO RP S
Junior Ranger Program
$26,400
$26,400
V F W FO U N DATI O N
Parking Lot Repairs
$35,000
$35,000
$1,620,000
$1,540,000
$20,000
$10,000
$21,194,300
$8,241,925
TOTA L COMMU N IT Y DEV ELOPMEN T
U N ITE D WAY OF G R EATE R KAN SAS CITY
United for Hope/United to Help - Round 7
U R B A N L E AGUE O F GRE ATE R KANSAS C I T Y
KC Urban Health Report
Y M C A O F GRE ATE R KANSAS C I TY
“Building What Matters: The Community Capital Campaign” and Program Support
for Youth Volunteer Corps of Kansas City
YO U T H A M BASSAD O RS
New Youth Ambassadors Site (2013-14)
TOTA L C H I LD RE N, YO UTH & FAM I LI E S
47
48
2014 Grants
Program Area
Grant Amount
Paid Amount
EDUCATION
A L L I A N C E FO R CH I LD H O O D ED UCATI O N
General Program Support
B R O O KS I D E C H ARTER & DAY S CH O O L
Facility Expansion Capital Campaign
C I T I Z E N S OF TH E WO RLD C H ARTER S C H OOLS
Development of Citizens of the World Kansas City Charter School
C R I STO R E Y KANSAS CI TY H I GH S CH O O L
21st Century Learning Initiative
C R OSS R OA DS ACAD EM Y O F KANSAS C I TY
Facilities Expansion Project Phase II
Math Improvement Program Support
G R E AT E R KANSAS C I TY CO M M UNI TY FO UN DATION
Early Learning Landscape Analysis
G UA DA LUP E CENTE RS , I NC.
Alta Vista High School Renovation Project
H I S PA N I C D E VELO P M ENT FUND - GRE ATER KA N SAS CITY
CO M M UN I T Y FO UNDATI O N
Organization Capacity Building Project
H O R I ZO N AC AD EM Y
“Rays of Success” Campaign
J O H N SO N CO UNTY LI BRARY FO UNDATI O N
New Program Support (2013-14)
KA N SAS STATE UNI VE RS I TY FO UNDATI O N
Planning Support for the Regional Center for Veterinary and Comparative
Medicine at KSU Olathe Campus
KA N SAS U N I VERS I TY END OWM ENT ASS O CIATION
Business School Growth
Hall Center Director Endowment
Hall Center Initiatives Support (2014-16)
New Interdisciplinary Health Education Building at KUMC
Support for the Hall Center’s NEH Challenge Grant
L E A D I N G E D UCATO RS
Greater Kansas City Leading Educators Fellowship Program
Grant Amount
Paid Amount
$192,500
$42,500
N ORT HL A N D EA RLY EDU CAT ION CEN T ER Facility Expansion Capital Campaign
$500,000
$0
OPERAT ION B REA KT HROU GH
Operation Breakthrough Collaborative (2012-14)
$450,000
$150,000
$156,000
$78,000
Program Area
EDUCATION CONTINUED
$27,500
$200,000
$650,000
$400,000
$27,500
$200,000
$200,000
$133,333
MISSOURI DEPARTMENT OF ELEMENTARY AND
SECONDARY EDUCATION
Analysis and Recommendations for Kansas City Schools
PA REN TS AS T EACHERS N AT ION A L CEN T ER, IN C.
Parents as Teachers Community School Initiative
$275,000
$25,000
$25,000
$25,000
PREP- KC
Program Support
$523,671
$244,749
$50,000
$50,000
SCIEN CE PION EERS, IN C.
Program Support
$50,000
$25,000
$500,000
$500,000
SHERWOOD CEN T ER FOR T HE EXCEPT ION A L CHIL D
Playground Project
$50,000
$0
SHOW ME KC SCHOOL S
Operating Support
$10,000
$10,000
T EACH & L EA RN EX PERIEN T IA L LY
Afterschool and Summer Enrichment Program Expansion for
Exchange City and EarthWorks
$50,000
$50,000
$750,000
$750,000
$50,000
$50,000
$3,000,000
$1,350,000
$3,000,000
$1,350,000
$300,000
$150,000
$62,500
$25,000
$463,000
$1,241,500
$115,000
$123,500
$41,098,878
$18,835,317
$200,000
$100,000
$500,000
$500,000
$50,000
$25,000
T EACH FOR A MERICA - KA N SAS CIT Y
Program Support
T HE PL A Z A ACA DEMY
Program Support
$195,000
$2,500,000
$500,000
$210,000
$25,000,000
$100,000
$70,000
$1,250,000
$500,000
$70,000
$8,700,000
$100,000
U N ION STAT ION KA N SAS CIT Y, IN C.
Science City Enhancements
Proceeds from MDFB Tax Credits Sale to Support Science City
U N IT ED IN N ER CIT Y SERV ICES
Capacity Building Support for St. Mark Child & Family Dev. Center
U N IV ERSIT Y OF MISSOU RI KA N SAS CIT Y
Matching Grant to KC SourceLink
$452,207
$150,735
L I T E R ACY KANSAS CI TY
Program Support
$40,000
$20,000
WIL L IA M J EW EL L COL L EGE
Support for Oxbridge Honors Program and Faculty Development
Oxbridge Honors Program Expansion (2014-17)
M I SS O UR I CO LLE GE ADVI S I NG CO RP S
Program Expansion in KC Metro Area
$25,000
$25,000
TOTA L EDU CAT ION
49
50
2014 Grants
2014 Grants
Program Area
Grant Amount
Paid Amount
Grant Amount
Paid Amount
$1,000,000
$1,000,000
$200,000
$200,000
$50,000,000
$550,000
$50,000
$25,000
PEOPL E TO PEOPL E IN T ERN AT ION A L
Increased Staff Capacity
$300,000
$125,000
T HE EISEN HOWER FOU N DAT ION
Refurbishing Museum Exhibits
$350,000
$350,000
U N ION STAT ION KA N SAS CIT Y, IN C.
Permanent Exhibit of Union Station’s History
$200,000
$200,000
TOTA L A DDIT ION A L IN T ERESTS
$52,100,000
$2,450,000
GRAND TOTAL
$129,261,178
$37,897,345
Program Area
ADDITIONAL INTERESTS
THE ARTS
A RTS KC R EGI O NAL ARTS CO UNC I L
Arts Consortium
$40,000
$15,000
F RIEN DS OF T HE ZOO
Support for Visitor Transportation and the New Orangutan Exhibit
C H A R LOT T E STREET FO UNDATI O N
Leadership Transition and Program Planning
$135,000
$75,000
G REAT ER KA N SAS CIT Y COMMU N IT Y FOU N DAT ION
Strategic Assessment of the Regional Life Sciences
FO L LY T H E ATER
New Marketing Campaign for Jazz Series (2013-15)
$23,000
$9,000
F R I E N DS O F CH AM BE R M US I C
Youth Ticket Donation Program
$20,000
$20,000
KA N SAS C I T Y BALLE T
Audience Development and Program Expansion
$150,000
$150,000
KA N SAS C I T Y P UBLI C TELE VI S I O N
Arts Upload
$125,000
$25,000
KA N SAS C I T Y REP E RTO RY TH EATRE, I NC .
“The 50th Anniversary” Campaign
$3,600,000
$200,000
KA N SAS C I T Y SYM P H O NY
“Masterpiece” Endowment Campaign
$5,000,000
$3,000,000
$40,000
$40,000
KA N SAS C I T Y YO UNG AUD I ENC ES
Operating Support
LY R I C O P E RA O F KANSAS C I TY
Production of “Silent Night”
“Building on Greatness” Program
$135,000
$150,000
$135,000
$50,000
M I D -A M E R I CA ARTS ALLI ANC E
Kansas City Artist Programs
$150,000
$50,000
$1,700,000
$0
$1,641,364
$934,739
U N I CO R N T H EATRE
Season Program Support (2014-15)
Production and Capitol Support
$40,000
$140,000
$0
$140,000
W I L L I A M J EWELL CO LLE GE
Harriman-Jewell Series 50th Anniversary
$150,000
$150,000
$11,598,000
$6,635,103
N E L SO N G A LLE RY FO UNDATI O N
Photography Acquisition and Expenses 2014
Annual Interest Paid and Refinancing Charge on 30-Year Bond Issue
TOTA L T H E ARTS
KA N SAS CIT Y A REA L IF E SCIEN CES IN ST IT U T E
Life Sciences Strategy Program Support (2008-17)
N AT ION A L WORL D WA R I MU SEU M
Additional Digitization Project Support
The Grant Amount columns may include grant pledges. The Amount Paid columns reflect only the amounts paid on grants in 2014.
51
Additional payments may have been made in prior years.
52
HALL FAMILY FOUNDATION DIRECTORS
CONTACT US
Donald J. Hall
Chairman of the Board, Hallmark Cards, Inc.
Chairman of the Board, Hall Family Foundation
PR ESIDEN T
William A. Hall
EXECU TIVE ASSISTA N T
Wanda Taylor
William S. Berkley
President and Chief Executive Officer, Tension Corporation
A DMIN ISTR ATIVE ASSISTA N T
June Davis
Peggy J. Dunn
Mayor of Leawood, Kansas
PR OGR A M OFFICER S
Sally Groves
Children, Youth & Families
Richard C. Green, Jr.
Chairman, Corridor Energy LLC
Tracy McFerrin
Early and K-12 Education,
Community Development and
Children, Youth & Families
Donald J. Hall, Jr.
President and Chief Executive Officer, Hallmark Cards, Inc.
Angela Smart
The Arts, Higher Education and
Children, Youth & Families
Irvine O. Hockaday, Jr.
Retired President and Chief Executive Officer, Hallmark Cards, Inc.
Robert A. Kipp
Retired Vice President, Hallmark Cards, Inc.
Sandra A.J. Lawrence
Executive Vice President and Chief Financial Officer,
Children’s Mercy
Margaret H. Pence
Community Volunteer
Morton I. Sosland
Chairman, Sosland Companies, Inc.
David A. Warm
Executive Director, Mid-America Regional Council
A DDR ESS
Hall Family Foundation
P.O. Box 419580 - MD #323
Kansas City, MO 64141-6580
PHON E
816.274.8516
FAX
816.274.8547
WEB SITE
hallfamilyfoundation.org