NET WORTH: Unknown

SOURCE OF WEALTH: Morgan Stanley; Qatalyst Partners

FUNDING AREAS: Education, Medical Research, Criminal Justice Reform, Environment, Arts and Culture

OVERVIEW: Frank Quattrone and his wife Denise established the Frank and Denise Quattrone Foundation in 2002. The foundation provides grants for education, medical research, science and technology, social justice, the environment and the arts. An important site of giving is the couple's mutual alma mater, UPenn. Some of the couple's other work takes place in the Bay Area. 

BACKGROUND: Originally from Philadelphia, Frank P. Quattrone received a BS in economics from University of Pennsylvania's Wharton School and his MBA from Stanford University. Quattrone began his career with Morgan Stanley in 1977, and has advised technology companies since 1981, heading the global technology groups for Morgan Stanley, Deutsche Bank and Credit Suisse. In 2008, Quattrone cofounded Qatalyst Partners LP.

ISSUES:

EDUCATION: Quattrone and Denise both graduated from UPenn. A few years ago, the couple gave a $15 million gift to help create the Quattrone Center for the Fair Administration of Justice at Penn Law. The center describes itself as a national research and policy hub created to catalyze long-term structural improvements to the U.S. criminal justice system. They also have given a major gift to the Singh Center for Nanotechnology Center in Penn’s Engineering School. Other grantees have included St. Joseph’s Preparatory School in Philadelphia, Stanford University, Teach for America, and Girls’ Middle School in Palo Alto. 

MEDICAL RESEARCH: Grantees have included Alzheimer's Association - Northern California and Northern Nevada Chapter, Emory Alzheimer’s Disease Research Center, Bonnie J. Addario Lung Cancer Foundation, and Lucille Packard Foundation for Children’s Health. It's worth noting that Denise has suffered from an undisclosed illness, which may play a role in the family's health giving.

CRIMINAL JUSTICE REFORM: Some of the couple's work in social justice takes place in higher education, as mentioned, where Denise plays a leading role. Apart from colleges and universities, the Quattrones have supported places like Criminal Justice Research; National Registry of Exonerations, where Denise serves on the advisory board; Death Penalty Focus; Innocence Project,; Pennsylvania Innocence Project; and Prison University Project. 

ENVIRONMENT: The Quattrones have supported places like American Prairie Reserve and Big Sur Land Trust.

ARTS AND CULTURE: The Quattrones have supported places like Computer History Museum, Carmel Bach Festival, Emmanuel Music, Theatreworks, and San Francisco Symphony. An important grantee here is The Tech Museum of Innovation in San Jose, where Quattrone sits on the board and once served as chair. 

LOOKING FORWARD: Expect the couple's particular interest in criminal justice reform to continue. 

CONTACT:

The Frank and Denise Quattrone Foundation does not provide a clear avenue for getting in touch with the couple but below is an address

Frank and Denise Quattrone Foundation
P.O. Box 1707
Los Altos, CA 94023 

LINK:

Qatalyst Partners

NET WORTH: Unknown

SOURCE OF WEALTH: Bain Capital 

FUNDING AREAS: Youth & Education, Health, Justice & Human Services, Jewish Causes

OVERVIEW:  In 2007, Jonathan Lavine and his wife, Jeannie, formed the Crimson Lion Foundation, which along with direct contributions from the Lavines, provides financial support to numerous community-based organizations. A major focus is City Year, where Lavine chairs the National Board of Trustees. Lavine has also supported his alma maters. The couple support causes that help level the playing field, create opportunity, and promote fairness.

BACKGROUND: Jonathan Lavine graduated from Columbia College, and holds an MBA from Harvard Business School. He began his career at Drexel Burnham Lambert in mergers and acquisitions, and also worked at McKinsey & Company as a consultant. In 1993, Lavine joined Bain Capital’s private equity group and in 1997 founded Sankaty Advisors, the credit affiliate of Bain Capital, now named Bain Capital Credit. Lavine is currently the Co-Managing Partner of Bain Capital and Chief Investment Officer of Bain Capital Credit. 

ISSUES:

EDUCATION & YOUTH:  Jonathan and Jeannie are longtime supporters of City Year, a national youth service program that addresses the drop out crisis. In the early 1990s, when Lavine was still a Harvard Business School student, he offered to sponsor a City Year volunteer for $18, an amount symbolic in the Jewish faith. Lavine has chaired the National Board of Trustees of the organization since 2013 and in 2012, the couple gave $10 million to City Year to enhance the organization's systems for corps member recruitment, training, and impact measurement.

JUSTICE & HUMAN SERVICES: The couple recently gave a $1 million gift to Equal Justice Initiative, a human rights organization that provides representation to indigent defendants and prisoners who have been denied fair and just treatment in America’s legal system. The couple also seems interested in financial literacy and empowerment as a way to alleviate poverty. Grantees have included The Capital Good Fund, Cradles to Crayons, and LIFT, a national nonprofit organization that helps families break the cycle of poverty. Overall, Lavine says that he's interested in "helping improve systems" with their philanthropy. The Lavines have also supported New Profit, "a nonprofit venture philanthropy fund that invests in social entrepreneurs; Horizons for Homeless Children, an organization in Massachusetts focused on the needs of homeless children and their families; and Brandeis University’s Schuster Institute for Investigative Journalism.

JEWISH CAUSES: Apart from Hebrew Union College, the Lavines also support a number of Jewish organizations including the Anti-Defamation League, Combined Jewish Philanthropies of Boston, Hebrew Union College and American Jewish World Service.  Lavine is a past recipient of the New England Anti-Defamation League’s Distinguished Community Service Award and Columbia/Barnard Hillel’s Seixas Award. 

LOOKING FORWARD: Lavine is only in his 50s. So far, a lot of the family's giving has gone under the radar as most of their donations are private, though the Crimson Lion Foundation's grantmaking is becoming more active.

CONTACT:

The Crimson Lion Foundation does not provide a clear avenue for getting in touch with the couple, but below is an address:

NET WORTH: Unknown 

SOURCE OF WEALTH: Goldman Sachs 

FUNDING AREAS: Education & Youth, Policy & Global, Health & Human Services, Arts & Culture

OVERVIEW: Philip Murphy and his wife Tammy move their philanthropy through the Murphy Family Foundation, which has given in the neighborhood of $1-$1.6 million annually of late. The couple are civically active, particularly in their state of New Jersey. The couple established New Start New Jersey, a “think and do” organization. 

BACKGROUND: Murphy earned his bachelor’s degree from Harvard in 1979 and a master’s degree from Wharton in 1983. Murphy worked for over twenty years at Goldman Sachs, ending his full-time career on the firm’s management committee in 2003. In recent years, Murphy has been involved in civic and political life, including serving as U.S. ambassador to the Federal Republic of Germany. He is also set to run for governor of New Jersey on the Democratic ticket. 

ISSUES:

EDUCATION & YOUTH: Murphy and Tammy founded 2nd Floor, a teen and adult helpline in New Jersey. Via their family foundation, the couple has supported places like Boys and Girls Club of Monmouth County, Rutgers University Foundation, Prep for Prep, Year Up, Beacon Academy, Trinity College, Haverford College, Rutgers University Foundation, Phillips Academy, and University of Virginia. Quite a few of these schools have personal connections to the family. Tammy, for instance, graduated from Phillips Academy and UVA, and sits on the board. 

POLICY & GLOBAL: Given Murphy's role as U.S. ambassador, and gubernatorial run, it's no surprise that a component of this family's philanthropy involves policy and global outfits. What's more, the entire Murphy family lived abroad in Germany for several years and the couple established New Start New Jersey, a "think and do" organization whose mission is to strengthen New Jersey’s middle class. The family via their foundation has supported places like the Center for American Progress, American Council on Germany, Alliance for Climate Protection, National Diplomacy Center Foundation, New Jersey Policy Perspective, Brookings Institute, National Democratic Institute, and the NAACP, where Murphy sits on the board. 

HEALTH & HUMAN SERVICES: Grantees have included Covenant House, Deborah Hospital Foundation, Parker Family Health Center, and The United Way of South Hampton Roads. Murphy also once served as board president of 180 Turning Lives Around, which offers support for victims of domestic violence.

ARTS & CULTURE: Grantees have included Count Basie Theater, Monmouth County Historical Association, Jewish Historical Society of Greater Washington, and Foundation for Art and Preservation in Embassies, where Tammy is on the board.

CONTACT:

The Murphy Family Foundation does not provide a clear avenue for getting in touch with the couple but below is an address

The Murphy Family Foundation
Bowling Green Sta., P.O. Box 73
New York City, NY 10274

LINK:

• NSNJ
• Phil Murphy for Governor

NET WORTH: Unknown

SOURCE OF WEALTH: CCMP Capital

FUNDING AREAS: System Entrepreneurship, Education, Health & Human Services, Policy, Arts

OVERVIEW: Jeffrey Walker and family move their philanthropy through the Walker Family Foundation, which gave away around $3.6 million in a recent year. Walker is active in civic life and sits on a number of boards, including New Profit and Berklee College of Music. He also serves as vice chair of the United Nations Envoy’s Office for Health Finance and Malaria. Walker is passionate about system entrepreneurship, a collaborative model that brings together data, research, innovation and policy to the social change space.

BACKGROUND: Jeffrey C. Walker graduated with a B.S. from University of Virginia and received his MBA from Harvard Business School. Walker cofounded and served as CEO of CCMP Capital, the $12 billion successor to JPMorgan Partners, which he joined in the 1980s.

ISSUES:

EDUCATION & SYSTEM ENTREPRENEURSHIP: In addition to a long career in finance, Jeffrey Walker also served for 10 years as president of the undergraduate business school at UVA, and also executive-in-residence at Harvard Business School, where he focused on social enterprises and collaboration. Walker is especially interested in the systems entrepreneur, a new kind of change agent who harnesses data, research, innovation and policy change through a collaborative model.

The Walker family, via their foundation, have supported Harvard Business School and UVA. Other grantees have included University of Wisconsin Foundation, University of Miami, UCLA School of Theater, Film & Television, Northfield Mount Hermon School (the couple are NMH parents), MIT Media Lab, iMentor, and Berklee, where Walker sits on the board. 

He's also supported Draper Richard Kaplan Foundation, a leadership development learning organization cochaired by former fellow Harvard professor and fellow financier Richard Kaplan. Other grantees have included Leading Change Network, an outfit "open to leaders of civic associations, community groups and social movements who want to learn how to organize communities that can mobilize power to make change"; and New Profit, a nonprofit venture philanthropy fund that invests in social entrepreneurs, where Walker sits on the board. 

It's also worth noting that Walker coauthored The Generosity Network: New Transformational Tools for Successful Fund-Raising.

HEALTH & WELLNESS: Walker serves as vice chairman of United Nations Envoy’s Office for Health Finance and Malaria, as well as on the board of Columbia University Mailman School of Public Health. Grantees in this area have included Robin Hood Foundation, and LIFT. Walker has been meditating for some four decades and has supported, via his foundation, places like Foundation for A Mindful Society and David Lynch Foundation. He's also supported efforts to bring mindfulness to public schools.

POLICY & GLOBAL: Walker also has an eye towards global issues, unsurprising given his leadership role with the U.N. He was once chairman of Millennium Promise, whose mission is to "provide the operational platform and resource mobilization for the Millennium Villages Project, which empowers communities to lift themselves out of extreme poverty." Via their foundation, the Walkers support places like MDG Health Alliance, which has focused on issues like preventing mother-child transmission of AIDS. Other grantees have included Brookings Institution, Global Health Corps, and Last Mile Health.

ARTS: The Walkers also have an interest in arts and culture in their philanthropy, and Walker is an avid musician. Walker has backed a collaboration called GRAMMY's Music Education Coalition in an attempt to bring music back to kids across America. Besides Berklee, grantees have also included Morgan Library and Lincoln Center Film Society (Walker sits on the boards of both).

LOOKING FORWARD: Expect the Walker family's steady and active philanthropy to continue. As Walker puts it, "Since 2007, I’ve increased the time I spend on non-profit enterprises from 20 percent of my time to 90 percent. I find working with boards, social enterprises, non-profit leaders and fellow donors to be hugely rewarding and, when there is a fit, very similar in feeling to when I played music with a great ensemble—flowing."

CONTACT:

The Walker Family Foundation does not provide a clear avenue for getting in touch with the couple but below is contact information

The Walker Family Foundation
77 Water St., 9th Fl.
New York City, NY 10005
Telephone: (212) 440-0800

LINK:

• Jeff Walker Linkedin Profile
• Jeff Walker Twitter

NET WORTH: Unknown

SOURCE OF WEALTH: Ulysses Management

FUNDING AREAS: Education, Health, Jewish Causes, Arts & Culture 

OVERVIEW: Joshua Nash and his wife, Beth, move their philanthropy through the Goldberg/Nash Family Foundation, a charitable vehicle that supports various causes. University of Pennsylvania, the couple's alma mater, is a big winner. Nash chairs the board of Birthright Israel Foundation and the couple steadily supports Jewish causes. The foundation does not appear to accept unsolicited proposals. 

BACKGROUND: Joshua Nash graduated from University of Pennsylvania. He was a general partner of Odyssey Partners, L.P., joining the firm in 1988. Nash serves as president of Ulysses Management, L.L.C. and as chairman of the board of AV Homes Inc. 

ISSUES:

EDUCATION: Nash and Beth are UPenn graduates, and they've given the Ivy League school at least $1 million through the years. The Nashes, via their foundation, have also supported New York University, Fieldston, Horace Mann, Citizen Schools, Hunter College Foundation, Harlem Village Academies, Columbia Business School (from where Beth graduated) and more. 

HEALTH: Nash's father Jack passed away at Mt. Sinai Medical Center last decade after a long battle with illness. The family has strongly supported the medical center through the years. Other grantees have included New York-Presbyterian Fund, Dysautonomia Foundation, and Planned Parenthood of New York City. Beth has a passion for reproductive justice and was a motivating force in the creation of the Carr Center for Reproductive Justice at NYU's law school.

JEWISH CAUSES:  Joshua Nash serves as chair of Birthright Israel Foundation, which has sent more than 400,000 young Jewish adults on free, 10-day educational trips to Israel since 2000. Nash and Beth via their foundation have steadily supported Birthright Israel. Other grantees have included Abraham Joshua Heschel School, Penn Hillel, American Friends of Israel Museum, and UJA Federation of New York.

ARTS & CULTURE: Grantees have included Whitney Museum of American Art, New York Junior Tennis League, Alvin Ailey Dance Foundation, Carnegie Hall Society, Public Theater, Solomon R Guggenheim Foundation, Caramoor Center for Music and the Arts,  Met Opera, and International Center of Photography.

LOOKING FORWARD: Grantmaking appears to be on the rise. It's unclear how much this couple is worth but expect them to continue with their established interest areas. 

CONTACT:

The Goldberg/Nash Family Foundation does not provide a clear avenue for getting in touch with the couple but below is an address:

Goldberg/Nash Family Foundation
1 Rockefeller Plz., 20th Fl.
New York City, NY 10020

LINK:

• Ulysees Management

NET WORTH: Unknown 

SOURCE OF WEALTH: Pequot Capital Management

FUNDING AREAS: Education, Health, Jewish Life

OVERVIEW: Arthur Samberg, his wife, Rebecca, and family move their philanthropy through the Samberg Family Foundation. The Samberg foundation supports healthy and productive living for children and youth, families and communities via grantmaking in three areas: education, health, and Jewish life. The foundation has a strong web presence, but does not accept unsolicited proposals. The Sambergs also move some of their philanthropy through a low-profile vehicle, the Rebecca and Arthur Samberg Foundation, which focuses more locally in suburban New York. 

BACKGROUND: Arthur Samberg received a B.S. from MIT and a master's degree from the aeronautics program at Stanford University. He also holds an MBA from Columbia Business School. Before a long career in finance, Samberg was an aerospace engineer at Lockheed Martin, where he developed guidance and control technologies for missile systems. Samberg made partner at Weiss Peck & Greer. He went on to found and serve as CEO of the hedge fund Pequot Capital Management. Samberg is now owner of Hawkes Financial LLC, his family office. 

ISSUES:

EDUCATION: The Samberg Family Foundation supports initiatives that help children and youth from low-income backgrounds thrive at the various stages in their lives. Grantmaking includes support of literacy programming for early readers, and extended learning and enrichment time for middle school students. Education grantees include 100Kin10, whose goal is to produce 100,000 excellent STEM teachers; Harlem RBI; Citizen Schools; and Harlem Children's Zone, where the couple's daughter Laura sits on the board of trustees. Harlem Children's Zone has received several million from the family. 

Samberg has also been a strong supporter of his alma mater Columbia Business School, where he gave a $25 million gift toward the school’s new Manhattanville facilities. He also gave at least $35 million to the school last decade, and a $10 million gift created the Arthur J. Samberg Institute for Teaching Excellence in his honor.

As well, Samberg has supported his undergraduate alma mater MIT, which recently named a new conference center after the couple. Much of the couple's work at the school has involved undergraduate scholarships.

HEALTH: The foundation's health grantmaking links health with poverty and includes support of areas like maternal and child health, mental health, and health education. Health grantees include Peer Health Exchange, Health Leads, and Nurse Family Partnership. Samberg and Rebecca, a few years ago, gave $25 million to NewYork-Presbyterian/Morgan Stanley Children's Hospital to create the Samberg Scholars in Children's Health. Samberg has served on the board of trustees of New York-Presbyterian since 2004. 

JEWISH LIFE: The Sambergs, via their foundation, also support Jewish causes. Grantees include Birthright Israel Foundation, which has received at least $2.5 million from the couple and their foundation through the years; UJA Federation of New York, where Samberg served as senior chair of the Wall Street and Financial Services Division of UJA; U.S. Holocaust Memorial Museum; and AVODAH: The Jewish Service Corps.

THE REBECCA AND ARTHUR SAMBERG FOUNDATION: Via this low-profile vehicle, Samberg and family mainly support local outfits in Westchester County like Boys & Girls Club of Northern Westchester, Ossining Children's Center, Planned Parenthood Hudson Peconic, and The Children's Village. 

LOOKING FORWARD: Daughter Laura Samberg-Faino should be watched carefully in the coming years. She's executive director of the Samberg Family Foundation and serves on such boards as College Summit, Harlem Children’s Zone, and Big Tent Judaism.

CONTACT:

The Rebecca and Arthur Samberg Foundation does not provide a clear avenue for getting in touch with the family but below is an address:

LINKS:

• Samberg Family Foundation
• Grantmaking Process
• Contact Page
• Art Samberg Website

NET WORTH: Unknown

SOURCE OF WEALTH: Morgan Stanley; HighTower Advisors 

FUNDING AREAS:  Health & Human Services, Environment & Animals, Jewish Causes, Education, Chicago Community 

OVERVIEW: Eugene Lerner moves his philanthropy through the Eugene & Janet Lerner Family Foundation, a charitable vehicle Lerner set up with his late wife Janet. A component of the foundation's grantmaking keys in on Chicago, though organizations in other regions receive attention, too. 

BACKGROUND: Eugene Lerner received his BA and MA in economics from the University of Wisconsin and his PhD in economics from the University of Chicago. He was a professor at Kellogg School of Management and founded Disciplined Investment Advisors in the early 1970s. Lerner was also a director of wealth management at Morgan Stanley Smith Barney. In 2012, Lerner joined HighTower Advisors, where he serves as managing director and partner. 

ISSUES:

HEALTH & HUMAN SERVICES: The late Janet Lerner, who passed away in 2015, looms large in this family's giving. Janet was an active educator for six decades, and a pioneer in the field of learning disabilities. She first published her textbook, Learning Disabilities: Theories, Diagnosis, and Teaching Strategies, in 1971. Through the years, the couple, via their foundation, has supported outfits like Challenged Athletes Foundation; NADD, a "nonprofit membership association established for professionals, care providers and families to promote understanding of and services for individuals who have developmental disabilities and mental health needs"; and Misericordia, home to over 600 children and adults with developmental and physical disabilities. Other grantees have included National Multiple Sclerosis Society, Autism Science Foundation, and Planned Parenthood.

ENVIRONMENT & ANIMALS: Lerner has supported organizations like Oceana, NRDC, Jane Goodall Institute, and the Max McGraw Wildlife Foundation.

JEWISH CAUSES: Lerner is a steady backer of the Jewish community in Chicagoland and beyond. He's given support to outfits like Hillel, Associated Talmud Torahs of Chicago, United Jewish Fund, Temple Beth Israel, American Israel Education Foundation, and Israel Sports Center For Disabled. 

EDUCATION: Lerner has supported his alma mater, University Of Chicago, as well as Northwestern University, among others. Lerner taught at Northwestern for a time and is a professor emeritus of finance. 

CHICAGO COMMUNITY: Grantees have included the TV station WTTW, radio station WBEZ, and Elmhurst Symphony Orchestra. A component of Lerner's philanthropy also involves supporting sailing. 

LOOKING FORWARD: It's unclear how Janet's recent passing will affect the family's philanthropy. As for Lerner, he's in his late 80s and yet still going strong in the business world. Expect him to continue steadily funding his select philanthropic interest areas, too. 

CONTACT:

The Eugene & Janet Lerner Family Foundation  does not provide a clear avenue for getting in touch but below is an address:

• The Lerner Group
• Eugene Lerner Linkedin

NET WORTH: Unknown

SOURCE OF WEALTH: Chieftain Capital Management

FUNDING AREAS: Education & Youth, Health, Policy, Jewish Causes

OVERVIEW: Thomas Stern keeps a low-profile. He and his wife, Denise, move their philanthropy through the Thomas D. & Denise R. Stern Family Foundation. Via their charitable vehicle, the couple focuses on interests close to them in the Northeast. One area of interest is education. Another is health, where diabetes has hit the family personally. The foundation has tended to fund a similar set of grantees of late from year to year. 

BACKGROUND: Thomas D. Stern graduated from Dartmouth College with a B.A. and received his MBA from Columbia Business School. Stern is a managing director and principal of Chieftain Capital Management, a New York City-based investment advisory firm. 

ISSUES:

EDUCATION & YOTUH: Stern and Denise, via their family foundation, have supported schools like Horace Mann School, Riverdale Country School, Dartmouth College Fund, Milton Academy, and Yale University. Some of these schools have a personal connection to the family. The couple also supports youth organizations like SquashSmart and Row New York, which combines competitive rowing with educational programming for at risk youth.

HEALTH: Denise is a doctor and Stern once chaired the board of the Diabetes Research Institute Foundation. The forces here are personal, as their daughter was diagnosed with Type-1 diabetes when she was young. The Diabetes Research Institute's Dr. Denise R. Stern and Thomas D. Stern Fast Track Center bears the couple's name. Other grantees have included Juvenile Diabetes Research Foundation, Food Allergy & Research Education, and New York Stem Cell Foundation.

POLICY: The Sterns have supported organizations like The Washington Institute for Near East Policy, Lawyers for Children, Committee for Accuracy in Middle East Reporting in America (CAMERA), and the Gatestone Institute, a "non-partisan, not-for-profit international policy council and think tank based in New York City"

JEWISH CAUSES: Thomas Stern is on the board of Birthright Israel. The family has given strong support to Birthright Israel Foundation, as well as UJA Federation of New York, and Hope for Heroism, which helps injured and disabled Israeli soldiers. Other grantees have included American Jewish Committee, and Friends of Ir David. 

LOOKING FORWARD: Stern is still very much engaged in business, but should be watched for greater giving down the line. The family's personal connection to diabetes, in particular, is something to watch. 

CONTACT:

The Thomas D. & Denise R. Stern Family Foundation does not provide a clear avenue for getting in touch with the couple but below is an address:

NET WORTH: Unknown

SOURCE OF WEALTH: Goldman Sachs, HPS Investment Partners

FUNDING AREAS: Education & Youth, Arts & Culture, Health

OVERVIEW: Scott Kapnick and family move their philanthropy through the Kapnick Foundation Trust, which gave around $3.1 million in a recent year. The family supports educational institutions, arts and culture organizations, and more. Chicago, the Northeast, and Southwestern Florida are major sites of giving.

BACKGROUND: Scott B. Kapnick graduated from Williams College and holds a JD/MBA from the University of Chicago. He had a 21-year career at Goldman Sachs, making partner in 1994. Kapnick is CEO of HPS Investment Partners, which he founded in 2007. 

ISSUES:

EDUCATION & YOUTH: The Kapnick family have given strong support to the University of Chicago, particularly its law school, from where Kapnick, Kathleen, and brother Richard all graduated. The school is now home to the Kapnick Leadership Development Initiative. The family via their foundation has also supported places like Room to Read, College Summit, The Brearley School, University of Virginia, Northwestern University, Williams College, Duke University, and Sanford Institute for Economic Policy Research. 

ARTS & CULTURE: Kapnick's father, the late Harvey Kapnick, was once chairman of accounting giant Arthur Andersen. Harvey became a prominent citizen of Naples, Florida, and played a key role in the creation of the Naples Botanical Garden. The family has continued strong support of the garden via their foundation. Another force here may be Harvey's second wife, Mary, who had an interest in classical and big band music and whose father sang with the Paul Whiteman Orchestra. Other Kapnick Foundation grantees have included The Met Opera, Chicago Symphony Orchestra, and Piedmont Opera.

HEALTH: Grantees have included Melanoma Research Alliance Foundation, Hospital for Joint Diseases, and Overlook Foundation, which supports Overlook Hospital in Summit, NJ. 

LOOKING FORWARD: Expect money to continue to flow to the Kapnick family's select interest areas. 

CONTACT:

The Kapnick Foundation Trust does not provide a clear avenue of contact but below is an address: 

The Kapnick Foundation Trust
P.O. Box 73, Bowling Green Sta.
New York City, NY 10274

LINK:

• Scott Kapnick Linkedin Profile
• HPS Investment Partners

NET WORTH: Unknown 

SOURCE OF WEALTH: Seminole Capital 

FUNDING AREAS: Education & Youth, Environment & Civil Space

OVERVIEW: Mike Messner and his wife Jenny established the Speedwell Foundation, which funds up to 30 study-abroad scholarships each year for high school students in central Pennsylvania, and focuses on restoring and expanding public parks and green spaces in the nation's cities.

BACKGROUND: Raised in Atlanta, Michael Messner graduated from Georgia Tech in 1976 with a degree in civil engineering. He cofounded hedge fund Seminole Capital with Paul Shiverick in 1995. 

ISSUES:

EDUCATION & YOUTH: A hallmark program of the Speedwell Foundation are its Speedwell AFS Study Abroad Scholarships "offered annually to up to 30 high school and gap year students from 19 counties in central Pennsylvania and 6 counties in coastal South Carolina." The scholarships and study abroad program are administered by AFS-USA. Per the foundation's website, "since starting with one scholarship to Iceland in 2007 for a student from Warwick High School in Lititz, Pennsylvania, 108 students have gone abroad on Speedwell AFS Study Abroad Scholarships, including 30 scholars in 2014."

The foundation has also supported places like MIT, with a grant going to a smartphone transportation app project; Georgia Tech, home to the Frederick Law Olmsted Chair in the School of Civil and Environmental Engineering that the couple created; Johns Hopkins; Catholic Partnership Schools; Archbishop Curley High School; Boys Girls Clubs of the Peninsula; Purdue University; Orange Grove Elementary Chart School; and Public Charter School Alliance.

ENVIRONMENT & CIVIC SPACE: The Speedwell Foundation also champions efforts to restore and expand public parks and green spaces in America's cities. Projects have included Olmsted and American's Urban Parks, a one-hour documentary that examines the formation of America’s first great city parks in the late 19th century through the guidance of Frederick Law Olmsted; and Red Fields to Green Fields, a documentary on the Georgia Institute of Technology program to "identify and plan for the conversion of distressed real estate into urban parks and greenways in 11 cities." The Speedwell Foundation also recently funded the Conservation Carousel at the National Zoo, one of the first solar-powered carousels in the world. 

Other grantees have included Charleston Park Conservancy, East Cooper Land Trust, San Francisco Parks Alliance, The Trust for Public Land, and Charleston County Park Recreation Commission, where a recent seven-figure grant supported Limehouse Point Park, now called Stono River County Park. Messner is particularly passionate about civic space in Charleston and speaks about the issue in a TEDxCharleston talk. With the Shivericks, the Messners acquired, conserved, and donated the land to the commission. Overall, the aim of Redfields to Greenfields is to study the effectiveness of bringing together "private philanthropists and public entities to transform vacant and foreclosed real estate back to productive use."

OTHER: The couple's Speedwell Foundation's grantmaking has also supported arts and culture organizations like Charleston Symphony Orchestra, Gibbes Museum of Art, Smithsonian National Zo, and Paramount Theatre in Austin, Texas.

LOOKING FORWARD: Expect the couple's laser focus on education and civic space to continue. 

LINK: Speedwell Foundation

NET WORTH: Unknown

SOURCE OF WEALTH: Goldman Sachs 

FUNDING AREAS: Education & Youth, Health, Human Services, Arts & Culture, Environment

OVERVIEW:  John Michael Evans moves his philanthropy through the LME Foundation, whose grantmaking was up in a recent tax year.  Evans, via his foundation, focuses on the New York City area, supporting schools, youth and human services organizations, and more. 

BACKGROUND: John Michael Evans was born in Toronto, Canada. He earned an undergraduate degree from Princeton University and attended Oxford University for graduate studies. Evans joined Goldman Sachs in 1993 and eventually rose to the position of vice chairman, which he held from 2008 to 2013. He is currently president of Alibaba Group. 

ISSUES:

EDUCATION & YOUTH: Evans once was chair of the board of directors of Right to Play USA, which uses the "transformative power of play to educate and empower children facing adversity." Evans strongly supports the organization via his foundation. He's also supported his alma mater Princeton, and places like New Yorkers For Children, The Brick Church School, The Spence School, Lawrenceville School, Teachers College, and The Urban Zen Foundation, which has a mission to "care for our children’s well-being and give them the tools to face obstacles and opportunities with love, compassion & strength."

HEALTH: Grantees have included Icahn School of Medicine at Mount Sinai, New York Stem Cell Foundation, Mount Sinai Breast Cancer Center, and Crohn's and Colitis Foundation of Canada. 

HUMAN SERVICES: Evans also earmarks funds through his foundation for human services organizations like City Harvest, where he serves as a director, Robin Hood Foundation, and Catholic Charities.

ARTS & CULTURE: Grantees have included Fractured Atlas, Asia Society, Whitney Museum, and the Met. 

ENVIRONMENT: Evans also has supported organizations like Wildlife Conservation Society, Oceana, and Central Park Conservancy. 

LOOKING FORWARD: Expect Evans' philanthropy through his foundation to continue to focus on the Big Apple. It's less clear, however, if his charity's grantmaking will ramp up annual giving.

CONTACT: 

The LME Foundation does not provide a clear avenue of contact but below is an address:

LME Foundation
Bowling Green Station, P.O. Box 73
New York City, NY 10274

LINK:

• J. Michael Evans Linkedin Profile

NET WORTH: Unknown

 SOURCE OF WEALTH: Goldman Sachs

FUNDING AREAS: Education, Arts & Culture, Environment

OVERVIEW: Don and Judy Opatrny move their philanthropy through the Opatrny Family Foundation. The couple strongly supports their alma maters. They are also active art collectors and support arts organizations through their foundation. The couple lives in Wyoming, an important concern of their philanthropy. 

BACKGROUND: Donald Opatrny graduated from Cornell University and from the University of Chicago in 1976 with an MBA. He joined Goldman Sachs, going on to serve as a partner and managing director.

ISSUES:

EDUCATION: The Opatrny couple, via their foundation, steadily support Cornell University, including its Herbert F. Johnson Museum of Art and its Donald and Judith Opatrny Gallery. They've also supported Judy’s alma mater, Connecticut College. Other grantees have included Art Institute of Chicago and the University of Chicago, where Donald and Judy both graduated.

ARTS & CULTURE: The couple collects contemporary art and Czech and European Avant-Garde photography. Via their foundation, they’ve supported places like The Center for the Arts, Cathedral Voices Chamber Choir, Community Center for the Arts, National Museum of Wildlife Art, Teton County Library Foundation, and Nantucket Atheneum.

Opatrny chairs the board of directors of The Center for the Arts in Wyoming, where the family resides. The Center describes itself as “a hub for the artistic, cultural and creative activity in Jackson Hole.” It’s also worth noting that Judy has had a career as a law librarian, which perhaps motivates the couple’s support of select libraries.

ENVIRONMENT: The Opatrny family has supported outfits like Nature Conservancy and Grand Teton National Park Foundation.

LOOKING FORWARD: Expect the Opatrny family to continue funding their select interest areas.

CONTACT:

The Opatrny Family Foundation does not provide a clear avenue of contact, but below is an address:

The Opatrny Family Foundation
77 Water St., 9th Fl.
New York City, NY 10005

NET WORTH: Unknown

SOURCE OF WEALTH:  Morgan Stanley

FUNDING AREAS: Education & Youth, Conservation, Health, Arts & Culture, Human Services

OVERVIEW: Anson Beard, his wife Debra, and family move their philanthropy through the Tsunami Foundation, which was founded in the early 1990s and gave between $1 million and $2 million annually in recently reported tax years. The Beards are strong funders of education and youth outfits, and Beard has long been involved with the Posse Foundation. He also sits on the board of Prep for Prep. The Northeast and Florida serve as significant regions of philanthropy.

BACKGROUND:  Anson M. Beard graduated from Yale University. He worked at Citibank and Donaldson, Lufkin & Jenrette Securities Corp. before joining Morgan Stanley in 1977, where he helped build their equity division worldwide.

ISSUES:

EDUCATION & YOUTH: Anson Beard is a life director of Posse Foundation, a “comprehensive and renowned college access and youth leadership development program.” Part of the story here involves Wheaton College, a Posse partner institution. Beard has been involved with the Massachusetts-based school for more than four decades, and is a lifetime trustee. Anson found out about Posse through a fellow Wheaton trustee and the rest is history. Apart from directing funds to Posse and Wheaton College via the Tsunami Foundation, Beard and family have also steadily supported Prep for Prep, where Anson also sits on the board. Other grantees have included University of Vermont, Middlesex School, Readworks, East Harlem School, St. Hilda’s and St. Hugh’s School in Morningside Heights, and Success Academy Charter School.

CONSERVATION: Grantees have included Everglades Law Center and Brandywine Conservancy, a land and water conservation organization that works in Pennsylvania and Delaware.

HEALTH: Beard and family have directed grants to Memorial Sloan Kettering in New York via Tsunami Foundation.

ARTS & CULTURE: The Beards earmark funds for arts and culture organizations through their Tsunami Foundation. This grantmaking appears to have a New York City focus. Grantees have included American Tap Dance Foundation, Arts Connection, and American Museum of Natural History.

HUMAN SERVICES: Grantees have included City Harvest, Operation Warm, Robin Hood Foundation, and Wounded Warrior Project.

OTHER:  The Beard family through Tsunami Foundation have supported global organizations Doctors Without Borders and Orbis International, which deals with blindness in developing countries. Beard and Debra have also been heavily involved with the Community Foundation for Palm Beach and Martin County.

LOOKING FORWARD:  In his 80s, Beard has long been involved with philanthropy and will likely stick with established interests, particularly education and youth. Down the line, we’ll keep up with the next generation of Beards.

CONTACT:

The Tsunami Foundation does not provide a clear avenue of contact but below is an address:

Tsunami Foundation
421 Peruvian Ave.
Palm Beach, FL 33480

NET WORTH: Unknown

SOURCE OF WEALTH: Goldman Sachs

FUNDING AREAS: Education & Youth, Health, Human Services, Policy & Humanitarian, Jewish causes, NYC community

OVERVIEW: Eugene Mercy and family move their philanthropy through the Sue and Eugene Mercy, Jr. Foundation. The foundation’s grantmaking involves the arts, education, and human services, among others. Annual giving of late has been in the $500,000 to $600,000 range.

BACKGROUND:  Eugene Mercy Jr. graduated from Lehigh University in 1959 and went on to serve as a first lieutenant in the U.S. Army. In 1964, he joined Goldman Sachs & Co. in the securities sales department. In 1968, became vice president of the securities sales and equity trading departments. He went on to make partner and had a 25-year career with the firm. He founded Granite Capital International Group after leaving Goldman.

ISSUES:

EDUCATION & YOUTH: Via his foundation, Mercy supports his alma mater Lehigh University. Mercy’s late wife Sue’s alma mater, Connecticut College, where she once served on the board, has also received support. Other grantees include Loomis Chaffee School, where Mercy was once vice chairman of the board, John Jay College of Criminal Justice, Big Brothers Big Sisters NY, and Jumpstart.

ARTS AND CULTURE: The Mercy family through their foundation support prominent New York arts and cultural institutions. Sue was once an active member of the board of New York Philharmonic, which is supported. Other grantees include The Frick Collection, The Met, MoMA, The Guggenheim, American Museum of Natural History, and Lincoln Center for the Performing Arts. Outside of New York, the Mercys have supported places like Bravo Vail Valley Music Festival.

HEALTH & HUMAN SERVICES: Grantees have included NY Services for the Handicapped, Memorial Sloan Kettering Cancer Center, Mt. Sinai Medical Center, The Lymphoma Foundation, and Grand Street Settlement. In life, Sue was a Continuum Health Partners trustee, with a particular interest in breast cancer.

POLICY & HUMANITARIAN: Mercy sits on the board of Seeds of Peace, a peacebuilding and leadership development organization which he steadily supports. Other grantees have included Manhattan Institute for Public Research and the Washington Institute.

OTHER: The Mercy family also directs assorted sums to Jewish organizations like UJA Federation of New York, and environmental organizations including The Nature Conservancy and Central Park Conservatory.

LOOKING FORWARD: Expect Mercy’s steady support of New York institutions to hold. What’s less clear is if more money will move out the door in coming years.

CONTACT:

The The Sue and Eugene Mercy, Jr. Foundation does not provide a clear avenue of contact but below is an address:

The Sue and Eugene Mercy, Jr. Foundation, Inc.
77 Water St., 9th Fl.
New York City, NY 10005

NET WORTH: Unknown

SOURCE OF WEALTH: Susquehanna International Group

FUNDING AREAS: Policy, Jewish Causes, Children, Health

OVERVIEW: Arthur Dantchik moves some of his philanthropy through the Claws Foundation, a low-profile vehicle that does not appear to accept unsolicited proposals. His business partner, Jeff Yass, is also a director of the foundation. Dantchik via the Claws Foundation, earmarks funds for policy outfits, many of the libertarian variety. Other areas of grantmaking include Jewish causes, and children's health. 

BACKGROUND: Arthur Dantchik received a bachelor's degree in biology from the State University of New York at Binghamton. Dantchik is an original founder of Susquehanna International Group (SIG) and now oversees SIG's operations in proprietary trading as well as the firm's international trading activities in Dublin and Sydney. 

ISSUES:

POLICY: Arthur Dantchik is on the board of Institute for Justice, a nonprofit libertarian public interest law firm. Via the Claws Foundation, Dantchik supports this outfit, as well as places like the Cato Institute, Competitive Enterprise Institute, Foundation for Individual Rights in Education (FIRE), The Ayn Rand Institute, the Reason Foundation, and the Niskanen Centerr, "a libertarian advocacy organization that works to change public policy through direct engagement in the policymaking process." 

JEWISH CAUSES: Dantchik, through the Claws Foundation, has strongly supported Shalom Hartman Institute, "a pluralistic research and leadership center at the forefront of Jewish thought and education in Israel and the Jewish Diaspora." Another big winner is Jerusalem Online University. Other grantees have included Central Fund of Israel, PEF Israel Endowment Funds, and American Friends of Old City Charities. 

CHILDREN & HEALTH: Through Claws, Dantchik has directed millions to Children's Hospital of Philadelphia. Other grantees have included Maidstone Foundation, which advocates for children and adults with disabilities; Wistar Institute, "the nation's first independent biomedical research facility"; and Kids Connect Charitable Fund, which was founded to focus on finding new approaches to treat sick kids.

OTHER: Dantchik and Susquehanna are based in the Philadelphia region, a site of philanthropy. Dantchick has supported the Franklin Institute, a museum in Philadelphia, via the Claws Foundation. He's also directed millions to Fidelity Charitable Gift Fund, which makes it tough to get a handle on the full scope of this funder's work.

LOOKING FORWARD: Dantchik and some of the other Susquehanna founders keep a rather low profile, making it difficult to know what drives some of their giving. It's clear that Dantchik is especially interested in the policy space, and should be watched carefully in this area.

CONTACT:

The Claws Foundation does not provide a clear avenue for getting in touch, but below is contact information. The foundation is in care of a consultant, Sterling Foundation Management in Virginia.

Claws Foundation

2325 Dulles Corner Blvd., Ste. 670

Herndon, VA 20171

Telephone: (703) 437-9720

LINK: Sterling Foundation Management

NET WORTH: Unknown

SOURCE OF WEALTH: Levine Leichtman Capital Partners

FUNDING AREAS: Education & Youth, Health and Human Services, Arts & Culture, Los Angeles Community

OVERVIEW: Arthur E. Levine and his wife and business partner, Lauren, move their philanthropy through the Lauren B. Leichtman and Arthur E. Levine Family Foundation. Los Angeles is a significant site of philanthropy, and the foundation's grantmaking supports the schools the couple attended. Another area of interest is human services. The foundation keeps a low profile, but appears to accept applications. 

BACKGROUND: Arthur E. Levine is a graduate of the Columbia University School of Law and received his MBA from the Anderson School at UCLA. In 1984, with his wife, Lauren, he co-founded Levine Leichtman Capital Partners, an independent investment firm that invests in middle market companies located in the United States and Europe.

ISSUES:

EDUCATION & YOUTH: Levine and Lauren, via their family foundation, have supported Columbia University, UCLA, and Southwestern Law School, the couple's alma maters. A few years ago, Levine and Lauren gave a $1 million pledge to Southwestern Law School to create the Lauren B. Leichtman and Arthur E. Levine Family Foundation Scholarship Endowment Fund. Other grantees have included CSUN Foundation; Oliver Scholars Program; True Spark, which teaches " positive character development in America's youth through the watching of inspiring movies and engagement in dynamic discussions"; and Alliance for College Ready Public Schools. The couple's schools as well as Alliance for College Ready Public Schools have been especially well funded by the family.

HEALTH AND HUMAN SERVICES: Grantees have included Friendly House, a women's recovery home, Aviva Family & Children's Services; Maple Counseling Center; Friends & Helpers Foundation, whose goal is to "provide support, education and encouragement for domestic abuse victims who have fled to a shelter or group home for safety"; and Planned Parenthood Los Angeles.

ARTS & CULTURE: The couple, via their foundation, has supported places like Wallis Annenberg Center for the Performing Arts, LA Opera, and Nevada Museum of Art. 

LOS ANGELES COMMUNITY: Levine and Lauren have given large sums to Wilshire Boulevard Temple in Los Angeles. They've also directed funds to the Beverly Hills, Community Charitable Foundation. 

LOOKING FORWARD: Expect this couple to stick with their established interest areas, with a particular eye on Los Angeles.

CONTACT:

The Lauren B. Leichtman and Arthur E. Levine Family Foundation does not provide clear grant guidelines. A recent tax form, though, indicates that applications should be addressed to the following:

Teri Mcclure
335 N. Maple Dr., 240
Beverly Hills, CA 90120
310-275-5335
tmcclure@llcp.com

LINK:

• Levine Leichtman Capital Partners 

NET WORTH: Unknown  

SOURCE OF WEALTH: Capital Group

FUNDING AREAS: Education (Catholic) & Youth, Arts & Culture, Environment & Animals, Human Services 

OVERVIEW: John Smet and his wife Cynthia move their philanthropy through the John H. & Cynthia Lee Smet Foundation. For a time, the foundation's grantmaking focused on a range of causes, but now primarily focuses on education, with a particular eye towards Los Angeles. The foundation does not accept unsolicited proposals, preferring to initiate projects at a small number of organizations over a sustained period of time. 

BACKGROUND: John H. Smet received a bachelor's degree in economics and an MBA in finance from the University of Wisconsin Madison. He worked as a fixed-income investment analyst at Capital Group, and now is a is a fixed-income portfolio manager at Capital Group. 

ISSUES:

EDUCATION & YOUTH: John and Cynthia Smet established their foundation in 1992. The foundation more recently has strongly focused on education, with the aim of helping young Angelenos get a good education. The foundation has worked closely with the Catholic Education Foundation of the Los Angeles Archdiocese (CEF), and St. Pius X-St. Matthias Academy. Smet serves as a vice president of the board of trustees of CEF. The Foundation supports the tuition assistance program of the CEF which provides scholarships to children in K-12 Archdiocesan schools. The foundation also supports the Onward Scholars Program at St. Pius X – Matthias Academy, which provides merit-based scholarships, as well as other support. 

In the fall of 2013, in cooperation with the Superintendent of Catholic Elementary Schools in Los Angeles, the foundation also began funding a literacy initiative for pre-K through third-grade students in select Catholic elementary schools. 

The John H. and Cynthia Lee Smet Foundation supports a number of other educational initiatives and organizations in the Los Angeles area, including Camino Nuevo Charter Academy and Vistamar School in El Segundo. Other grantees have included Teach for America, Saint Sebastian Sports Project, UC San Diego, The UCLA Foundation, Princeton University, Posse Foundation, and iMentor. While some of these outfits are in Southern California, not all of them are. 

ARTS & CULTURE: Grantees have included The Met, Natural History Museum, and California Science Center. 

OTHER: The Smets, via their foundation, have also directed funds to organizations like Helen Woodward Animal Center, Heifer International, Habitat for Humanity, and Homeboy Industries. 

LOOKING FORWARD: Expect the Smets to continue to strongly focus on education in Los Angeles. 

CONTACT:

The Foundation does not consider unsolicited proposals, but below is an address:

The John H. & Cynthia Lee Smet Foundation
2810 Tennyson Pl.
Hermosa Beach, CA 90254

LINK:

• Capital Group

NET WORTH: Unknown 

SOURCE OF WEALTH: Goldman Sachs 

FUNDING AREAS: Prenatal and Early Childhood Development

OVERVIEW: Richard Atlas, his wife Lezlie and family move their philanthropy through the Atlas Family Foundation. The foundation primarily gives in Southern California, supporting early childhood education, parenting education, and early child development. The foundation has a strong web presence but tends to seek out its partner organizations.

BACKGROUND: Richard S. Atlas graduated from UCLA and Harvard Business School. He retired in 1994 as a general partner at Goldman Sachs. In 1996, he was selected as a founding member of the California Endowment, which works to improve the quality of and access to healthcare for underserved populations.

ATLAS FAMILY FOUNDATION: Richard Atlas and family set up their family foundation in the mid-1980s, around the time Atlas made partner at Goldman Sachs. Years later, when Atlas was helping to raise major gifts for his Harvard Business School reunion, the trajectory of his philanthropy charged. He spoke with his former HBS classmate Bob Haas, who funded community-based programs in San Francisco. As Atlas put it, "Just that brief conversation of about five minutes totally changed the direction of not only our giving, but my life." Atlas and family have been since focused on early childhood intervention programming in Los Angeles.

Lezlie Atlas plays a strong role in the family's giving. Armed with a degree from USC School of Education, Lezlie is a child development specialist. Atlas meanwhile, was a founding member of the California Endowment, which works to improve the quality of and access to healthcare for underserved populations.

The Atlas Family Foundation invests in "human capital supporting community-based programs that place individuals on a trajectory to good health and success by serving the needs of young children and their families in Southern California." The foundation supports direct services, intervention and education programs for children prenatal to three and their families, and public policy/advocacy that create systemic change improving their lives. Organizations seeking funding from the Atlases must first be invited to submit an LOI. 

The foundation makes about sixteen grants a year, with grants averaging around $50,000. Grantees include CASA Los Angeles to support its Early Childhood Initiative, Center for the Partially Sighted's Pediatric Low Vision program, Harvard University’s Center on the Developing Child, and Mar Vista Family Center's Baby and Me program. 

LOOKING FORWARD: Expect the Atlas family's steady work in the early child development space to continue. 

LINK:

Atlas Family Foundation

Who We Fund

Grant Application Process

NET WORTH: $1.61 billion

SOURCE OF WEALTH: Yucaipa Companies

FUNDING AREAS: International Relations, Worker's Rights, At-Risk Communities, Arts & Architecture, Education & Youth, Scientific Research 

OVERVIEW: Ron Burkle founded the Ronald W. Burkle Foundation, to support "programs that strengthen international understanding, foster worker’s rights, empower underserved communities, nurture the arts and architecture, engage children in learning and advance scientific research." Burkle is co-chair of the Burkle Center for International Relations at UCLA.

BACKGROUND: The California-born son of a grocery store manager, Ronald W. Burkle founded investment firm Yucaipa Companies in 1986 and is widely recognized as one of the preeminent investors in the retail, manufacturing and distribution industries. The firm has completed mergers and acquisitions valued at more than $30 billion. Burkle is also co-owner of the Pittsburgh Penguins

FUNDING PROFILE: Ron Burkle established the Ronald W. Burkle Foundation in 1998 to "positively influence people around the world and their communities." More specifically, the foundation supports programs that "strengthen international understanding, foster worker’s rights, empower underserved communities, nurture the arts and architecture, engage children in learning and advance scientific research." The foundation accepts letters of inquiry on an ongoing basis by snail mail. 

UCLA is home to the Burkle Center for International Relations and the Burkle Global Impact Initiative, a program designed to get more members of the entertainment industry to engage in global policy, humanitarian, and advocacy issues. Burkle is a cochairman of the center that bears his name. Burkle also serves on such boards as AIDS Project Los Angeles (APLA).

A sampling of grantees includes American Cancer Society, Anti-Defamation League, The Carter Center, Claremont Graduate Schools, Harlem Children's Zone, LA Philharmonic, Robin Hood Foundation, Teach for America, and LAANE – Los Angeles Alliance for a New Economy. In a recent year, Burkle's foundation gave away around $2.4 million across some sixty grantees. 

The foundation's grantmaking has also supported places like Foundation for Ethnic Understanding, Keep Memory Alive, which helps those with brain disorders, Share Our Strength, which deals with childhood hunger, Walden Woods Project, an environmental and educational outfit, and USC Shoah Foundation, which has received at least $1 million from the Burkle family. 

LOOKING FORWARD: Burkle is only in his 60s and still very much engaged in business. With enormous wealth to tap, Burkle is someone to watch for much greater giving in the coming years. 

LINK:

The Ronald W. Burkle Foundation

Grantseekers

Grant Recipients

NET WORTH: Unknown

SOURCE OF WEALTH: Lincoln Capital Management 

FUNDING AREAS: Education & Youth, Arts/Media, San Francisco Community 

OVERVIEW: Tim Ubben and family move their philanthropy through the Ubben Foundation. Education is a top cause of this family and Posse Foundation is a major beneficiary. Ubben serves as chair of the national organization, and his son, Jeffrey, is a longstanding member of the board and former chair. Ubben and his wife Sharon have steadily supported their alma mater DePauw University. Philanthropy largely tracks with personal ties. 

BACKGROUND: Timothy H. Ubben earned a bachelor’s degree from DePauw University in 1958 and an M.B.A. from Northwestern University. He went on to found Lincoln Capital Management, a Chicago-based investment firm that had more than $50 billion in assets under management when he retired as chairman in 1999. 

ISSUES:

EDUCATION & YOUTH: The Ubbens are major benefactors of Posse Foundation, a national college access and youth leadership development nonprofit that provides four-year, full-tuition leadership scholarships. The family has given Posse at least $50 million through the years. Ubben joined Posse’s national board of directors in 2000 and spearheaded the opening of the Chicago chapter, becoming Posse Chicago’s founding board chair. Ubben is currently national board chair. Ubben's son, Jeffrey, who runs a hedge fund in San Francisco, also is strongly involved with Posse. He was once national chair and currently serves on the board.

Apart from Posse, the family also directs quite a bit of money to their schools. Ubben and his wife Sharon are DePauw graduates and gave $20 million alone in 2013 over three years to provide financial aid for students. They've also helped fund the Ubben Lecture Series at the school. The family steadily supports Jeffrey's alma maters Duke and Kellogg School of Management, where Ubben also graduated. The University of Illinois is home to the Richard T. Ubben Basketball Practice Facility, named in honor of Ubben's father, an alum. Other grantees have included Marin Academy, Bard College, UC Berkeley, Pepperdine University, 826 Valencia, Boys & Girls Clubs of San Francisco, and Youth Speaks.

ARTS/MEDIA:  In 2015, Ubben and Sharon gave $10 million to Artis—Naples, home of the Naples Philharmonic and The Baker Museum, to endow the music director position. Ubben sits on the center's board of directors. The family also has supported American Conservatory Theater, and Center for Investigative Reporting, via their foundation. 

SAN FRANCISCO COMMUNITY: Grantees have included social services organization North Beach Citizens, San Francisco General Hospital, San Francisco Film Society, and San Francisco Botanical Garden. 

LOOKING FORWARD: ValueAct Capital Founder Jeff Ubben already steers and influences the family's giving through their foundation. His net worth was once estimated at $400 million—and he's only in his 50s. In other words, the son should be watched carefully going forward as well.

CONTACT:

The Ubben Foundation does not provide a clear avenue of contact but below is an address:

Ubben Foundation
9 Briar Ln.
Glencoe, IL 60022

LINK:

ValueAct Capital