NET WORTH: Unknown

SOURCE OF WEALTH: Institutional Capital

FUNDING AREAS: Jewish Causes, Health and Human Services, Chicago Community 

OVERVIEW: Jerry Senser and family move their philanthropy through the Senser Foundation. The family's philanthropy strongly focuses on Chicagoland. Grant sizes in general are rather modest, and quite a few are under $1,000. The family's largest sums of late have gone to Jewish organizations, including those in Israel. 

BACKGROUND: Jerrold Senser graduated with a B.A. from the University of Michigan and an MBA from the University of Chicago. He began his career at Data Resources, spent seven years at Stein Roe & Farnham, and in 1986 joined Institutional Capital, a Chicago-based global value investment manager. He currently serves as co-CIO and chairman. 

ISSUES:

JEWISH CAUSES: The Sensers' largest sums of late via their foundation have been directed towards Jewish organizations. Grantees have included American Israel Education Foundation, Friends of ELNET, and Am Yisrael, a congregation in Northfield, Illinois. The family has more modestly supported places like American Friends of Hebrew University, American Jewish Committee, Hillel, and US Holocaust Museum. Senser's wife Naomi studied at the Spertus Institute of Jewish Studies, and the couple's son served as an overseas volunteer for Magen David Adom, Israel's national organization for blood, ambulance, and emergency services. 

HEALTH AND HUMAN SERVICES: Grantees have included AIDS Foundation of Chicago, Greater Chicago Food Depository, American Red Cross, American Tinnitus Association, and A Safe Place, which provides shelters and services. By the way, Naomi Senser has an M.D.

OTHER: Senser and family have supported schools like Northwestern University, Naomi's alma mater, and the University of Utah. On the policy front, Senser Foundation grantees have included Foundation for Defense of Democracy, Middle East Media and Research Institute, and The Washington Institute for Near East Policy. In the arts, the Sensers have supported places like Chicago Shakespeare Theater.

LOOKING FORWARD: It's tough to tell if the Senser Foundation's grantmaking will ramp up in the coming years, but expect Jewish causes to remain a top interest of this Chicago area family. 

CONTACT:

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

Senser Foundation
55 S. Deere Park Dr.
Highland Park, IL 60035

LINK:

Institutional Capital

NET WORTH: Unknown

SOURCE OF WEALTH: Goldman Sachs

FUNDING AREAS: Education, Jewish Causes, Health

OVERVIEW: Gary Zwerling and his wife Marie Rose Zwerling move their philanthropy though the Zwerling Family Foundation. The foundation has given under $500,000 annually in recent years. The Zwerlings have given particularly large sums to Museum of Jewish Heritage and Babson College. 

BACKGROUND: Gary L. Zwerling worked at Goldman Sachs and was a longtime partner. He keeps a rather low profile.

ISSUES:

EDUCATION: The Zwerling family via their foundation has steadily supported Babson College, home to two endowed chairs in the family's name, created with a $1 million gift. The couple are Babson parents and Zwerling sits on the board. Other grantees have included Wesleyan University, Columbia University School of Dentistry, and Teachers College Fund.

JEWISH CAUSES: Gary Zwerling serves as a trustee of Museum of Jewish Heritage, which the family steadily supports via their foundation. Other grantees have included Friends of the IDF, UJA Federation of Northern NJ (Zwerling is on the board), Jewish Family and Children’s Services, and Jewish National Fund.

HEALTH: Zwerling has long been involved with American Federation Aging Research (AFAR), beginning his relationship with the organization when he was still an active partner at Goldman Sachs. The family has directed grants to AFAR, via their foundation, as well as places like Arthritis Foundation NY Chapter (Zwerling is on the board of governors) and Memorial Sloan Kettering.

LOOKING FORWARD: Expect the couple's steadily philanthropy in their select interest areas to continue. It's unclear if more money will move out of the doors in the coming years.

CONTACT:

The Zwerling Family Foundation does not provide a clear avenue of contact but below are address and phone:

Zwerling Family Foundation
77 Water St., 9th Fl.
New York City, NY 10005
Telephone: 212-4400-800

NET WORTH: Unknown

SOURCE OF WEALTH: Seminole Capital

FUNDING AREAS: Education & Youth, Health (cancer)

OVERVIEW: Paul Shiverick and his wife Betsy move their philanthropy through the Shelter Hill Foundation. The couple is strongly focused on education; Shiverick recently joined the board of American Federation of Children (AFC). Another interest is cancer research.

BACKGROUND:  Paul Shiverick graduated from Northwestern University and received an MBA from the Amos Tuck School of Business Administration at Dartmouth. He worked at the Bank of New York and Atwood Oceanics before joining the investment industry. Shiverick cofounded Seminole Capital.

ISSUES:  

EDUCATION & YOUTH: Paul Shiverick recently joined the board of American Federation of Children, a Betsy DeVos-chaired organization, As he puts it, “The greatest catalyst of success in this country is a quality education and we should stop at nothing to help parents, especially from low-income families, give their children an opportunity to realize the American dream by sending them to a school that best fits their needs.” Grantmaking out of the couple’s Shelter Hill Foundation heavily features schools and education advocacy organizations.  Grantees have included Teach for America,  St. Pius X Catholic High School, Charleston School for Math and Science, Orange Grove Elementary Charter School, Catholic Partnership Schools, Alliance for School Choice, and the Hawken School, where he sits on the board.

The couple also supports Shiverick’s alma mater Dartmouth. Other grantees have included MIT School of Engineering, Lake Forest College, and Mount Holyoke, from where Betsy Shiverick graduated.

HEALTH: Shiverick is co-chair of Cancer Research Institute, which the family steadily supports through their foundation. Shiverick’s grandfather was chairman of Memorial Hospital for Cancer and Allied Diseases (now Memorial Sloan-Kettering Cancer Center) for two decades. Other grantees have included Sibley Memorial Hospital Foundation and National MS Society.

OTHER: Apart from these grantmaking areas, the couple has also supported arts institutions like Met Opera and Henry Morrison Flagler Museum.

LOOKING FORWARD: Expect the couple’s focus on education to continue.

CONTACT:

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

The Shelter Hill Foundation
77 Water St., 9th Fl.
New York City, NY 10005

LINK:

• Paul Shiverick Linkedin Profile

NET WORTH: Unknown

SOURCE OF WEALTH: Spear, Leeds & Kellogg

FUNDING AREAS: Health, Education, Human Services, Religious

OVERVIEW: Robert Luckow and family move their philanthropy through the Luckow Family Foundation. The Luckows have given particularly strong support to Villanova University, and to The Valley Hospital in New Jersey, out of forces personal in nature. The family has strong ties to New Jersey.

BACKGROUND:  Robert W. Luckow began working at 19 as a floor page and went on to serve as CEO of brokerage giant Spear, Leeds & Kellogg, which sold to Goldman Sachs for $7 billion.

ISSUES:

HEALTH:  The Luckows have given millions to The Valley Hospital in Ridgewood, NJ, including a $5 million gift to establish the Michael R. Luckow Heart Center. The forces here are personal as Luckow’s nephew and godson, Michael, passed away from a heart attack when he was in his mid-40s. Luckow was once chairman of the board of Valley Hospital Foundation, of which he is an honorary trustee.

Grantees have included Quest Autism Foundation, American Heart Association, Cure Breast Cancer Fund, Wycoff Volunteer Ambulance Corps, and Adaptive Sports Foundation.

EDUCATION: The couple’s daughter, Stefanie, is a Villanova University graduate and the family has strongly supported the school. The university is home to the Luckow Family Endowed Chair in English Literature and the Luckow Family Endowed Fund for Scholarships in Education. Other grantees have included The Forum School Foundation and Academy of Holy Angels.

HUMAN SERVICES: The Luckow family, via their foundation, has supported Homeless Solutions and Windham Community Food Bank.

RELIGIOUS: The family has supported local churches St. Elizabeth Church and Church of St. Ignatius Loyola, where Stefanie was married.

LOOKING FORWARD: Expect the Luckows to continue funding their interest areas, with an eye toward New Jersey and the Mid-Atlantic.

CONTACT:

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

The Luckow Family Foundation
48 Wall Street 25th Floor
New York, NY 10005

NET WORTH:

SOURCE OF WEALTH: Goldman Sachs

FUNDING AREAS: Education, Policy, Human Services & Health, Religious, Environment & Animals

OVERVIEW: E. Gerald Corrigan and family move their philanthropy through the Challenger Foundation, which has given around $1 million annually of late. Corrigan's philanthropy involves his alma maters, various policy shops, and more. The foundation has a minimal web presence and does not accept unsolicited proposals. 

BACKGROUND: E. Gerald Corrigan received a bachelor's degree in economics from Fairfield University and an M.A./Ph.D. in economics from Fordham University. Corrigan served as president of the Federal Reserve Bank of Minneapolis and special assistant to Federal Reserve chairman Paul A. Volcker. He also served as president and chief executive officer of the Federal Reserve Bank of New York. Corrigan joined Goldman Sachs in 1994.

ISSUES:

EDUCATION: Corrigan has steadily supported alma maters Fordham University and Fairfield University. In 2007, he gave $5 million to each school and continues to support them via Challenger Foundation. Other grantees have included Classroom Inc., Inner-City Scholarship Fund, The Episcopal Academy, and Roca, whose mission is to "disrupt the cycle of incarceration and poverty by helping young people transform their lives." The family has also supported the University of Rochester, Corrigan's wife Cathy's alma mater. 

POLICY: Not only does Corrigan have a long background with the Fed, but Cathy was also president and CEO of the Federal Reserve Bank of Boston. It's no surprise then that a component of this family's giving involves supporting policy institutions. Grantees have included The Trilateral Commission, "a non-governmental, non-partisan discussion group to foster closer cooperation among North America, Western Europe, and Japan,"  The American Academy of Arts and Sciences, and Volcker Alliance, "launched in 2013 to address the challenge of effective execution of public policies and to rebuild public trust in government."

HUMAN SERVICES & HEALTH: Grantees have included Boston Food Bank, John's Island Community Service, Indian River Medical Center, and Mass General Hospital Cancer Center.

RELIGIOUS: The Corrigans via Challenger Foundation have supported Jesuits USA Northeast Province, and Our Lady of Perpetual Help.

ENVIRONMENT/ANIMALS: The Challenger Foundation's grantmaking has involved Nature Conservancy, Animal Rescue Services, and National Park Foundation. 

LOOKING FORWARD: Expect this family to stick with their established interest areas.

CONTACT:

The Challenger Foundation does not provide a clear avenue of contact but below is address and phone:

Challenger Foundation
P.O. Box 73, Bowling Green Sta.
New York City, NY 10274
Telephone: 518-640-5000

NET WORTH: Unknown

SOURCE OF WEALTH: Goldman Sachs, The Beacon Group, JPMorgan Chase

FUNDING AREAS: Religious (Catholic), Education & Youth, Health & Human Services

OVERVIEW: Geoffrey Boisi and family move their philanthropy through the Boisi Family Foundation, which gave away around $1.2 million in a recent tax year. The family's philanthropy tracks with prominent board memberships Boisi holds. The family supports the Catholic church and Catholic education. Boisi also supports his alma maters. 

BACKGROUND: Geoffrey T. Boisi received a B.A. from Boston College and an MBA from Wharton. He joined Goldman Sachs and served in various roles over his 22-year career at the firm. He went on to serve as co-CEO of JPMorgan and vice chairman of JPMorgan Chase. Boisi currently serves as chairman and CEO of Roundtable Investment Partners, an independent private investment partnership.

ISSUES:

RELIGIOUS: Boisi is a Knight of Malta and devout Catholic who serves as trustee for the Papal Foundation. He also sits on the board of directors of Leadership Roundtable, which "promotes best practices and accountability in the management, finances, communications, and human resources development of the Catholic Church in the U.S., including greater incorporation of the expertise of the laity." The Boisi Family Foundation's grantmaking strongly supports the organization. Other grantees have included FADICA (Foundations and Donors Interested in Catholic Activities), where Boisi is also a director. 

EDUCATION & YOUTH: The Boisi family supports St. Aloysius School, National Catholic Education Association, and Tomorrow's Hope Foundation, which "gives hundreds of children the opportunity to attend Catholic elementary schools." Another important grantee here is MENTOR/National Mentoring Partnership, which Boisi co-founded. The aim of the organization is to connect young people with caring adult mentors. The couple has also directed sums to Boisi's alma maters Boston College and University of Pennsylvania. Wharton is home to the Geoffrey T. Boisi Professor of Accounting. Boston College is home to the Boisi Center for Religion and American Public Life. Boisi's wife Rene also attended Boston College. In fact, the couple counts nearly 20 Boston College graduates among their family. Other grantees have included Columbia Business School, and Inner City Scholarship Fund in Boston. 

HEALTH & HUMAN SERVICES: Grantees have included Nourish Now, Damon Runyon Cancer Research Foundation, Feinstein Institute for Medical Research, and LIFT, a national poverty-fighting organization.

LOOKING FORWARD: Expect this family's philanthropy to continue to track with its established interest areas. 

CONTACT:

The Boisi Family Foundation does not provide a preferred method of contact. Below are address and phone:

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

LINK:

• Geoffrey T. Boisi Linkedin Profile

NET WORTH: Unknown

SOURCE OF WEALTH: Frank Russell Company

FUNDING AREAS:  Environment, Community Development, Puget Sound Community

OVERVIEW:  George Russell and family move their philanthropy through the Russell Family Foundation which primarily focuses on the Puget Sound region of the Pacific Northwest.

BACKGROUND:  A Tacoma native, George F. Russell Jr. graduated from Stanford and received an MBA from Harvard Business School. Russell built Frank Russell Company into one of the world’s leading investment advisory firms. He served as chairman from 1958 until the firm was sold to Northwestern Mutual Life in 1999.

RUSSELL FAMILY FOUNDATION: In 1999, George Russell and his late wife Jane sold Frank Russell Company to Northwestern Mutual Life.  The couple founded the Russell Family Foundation (TRFF) with part of the sale proceeds, providing a way for their extended family to make an impact on their community.

TRFF has an extensive website and a paid staff.  It runs several programs and is laser-focused on the Puget Sound region, particularly south Puget Sound and Pierce County. One program, Jane’s Fellowship, honors the late Jane T. Russell and focuses on supporting grassroots leaders in Tacoma and Pierce County.

Other programs include TRFF’s Environmental Education program, which supports organizations that deliver outdoor experiential learning to students in 5th through 12th grade in urban areas.

Grantees have included American Red Cross Mount Rainier Chapter, American Rivers (towards a Puget Sound effort), Bonneville Environmental Foundation, Communities in Schools of Peninsula, Greater Tacoma Community Foundation, Museum of Glass, United Way of Pierce County, and Latino Community Fund of Washington.

OTHER: George Russell is also interested in global issues. He was chairman of the EastWest Institute, where he spearheaded a project called “Reframing Perceptions of Islam and Muslims in America.” He founded One Nation, a project working to change the perceptions of Islam and Muslims in America. He’s also been interested in the destruction of nuclear waste, strengthened U.S.-Russia relations, and humanitarian aid.

LOOKING FORWARD: Expect Russell and family to remain particularly interested in Washington State.

CONTACT:

• The Russell Family Foundation
• Programs
• Contact Page

NET WORTH: Unknown

SOURCE OF WEALTH: Citadel, The TLP Group

FUNDING AREAS: Health (food allergy research), Education

OVERVIEW:  David and Denise Bunning move their philanthropy through the Bunning Family Foundation, through which the family heavily funds food allergy research at educational and medical institutions.

BACKGROUND:  Raised in Illinois, David Bunning graduated from Harvard University in 1998 and received an MBA from University of Chicago in 1992. He joined Citadel Investment Group in the early 1990s and has held various roles in global asset management and investments.

ISSUES:

HEALTH: The Bunnings steadily fund food allergy research, an interest they’ve had for years. The forces here are personal: the Bunnings have two sons who have been affected by life-threatening food allergies. In 1997, Denise co-founded MOCHA (Mothers of Children Having Allergies), a support group for food-allergic families in the Chicago suburbs. David, meanwhile, left Citadel Investments in 2004 and now also advocates for treatments for life-threatening food allergies.

The couple via their foundation has directed significant sums to Food Allergy Research & Education (FARE). They've helped fund research like the PRROTECT study, which seeks to develop a safe and effective oral immunotherapy for patients with peanut allergy. Sites in the study have included Boston Children’s Hospital and Harvard Medical School.

Boston Children's Hospital is home to the David and Denise Bunning Chair in Allergy and Immunology; University of Chicago is the site of the Bunning Food Allergy Professor.  Other grantees have included Northwestern University, National Foundation for Celiac Awareness, and Cincinnati Center for Eosinophilic Disorders. One of the couple’s sons suffers from Eosinophilic Esophagitis, a digestive disorder related to food allergies.

EDUCATION: The Bunnings also support education, with an eye to the Midwest. Grantees have included Ames Education Foundation, Waterloo Community School District, Clark School District, Sturgeon Bay School District, and Ounce of Prevention Fund.

Bunning was on Harvard’s wrestling team, which he’s strongly supported. The Bunnings have also directed funds to National Wrestling Coaches Association. 

LOOKING FORWARD: Expect the Bunnings to continue their high-level support of food allergy research.

CONTACT:

The Bunning Family Foundation does not provide a clear avenue for getting in touch but below is contact information:

The Bunning Family Foundation
225 E. Deerpath Rd., Ste. 210
Lake Forest, IL 60045
Telephone: 847-615-9560

NET WORTH: Unknown

SOURCE OF WEALTH: Gruber & McBaine Capital Management

FUNDING AREAS: Arts, Education, Human Rights, Progressive & Investigative Media, Women’s Issues

OVERVIEW: Jon and Linda Gruber move their philanthropy through the Gruber Family Foundation, which has a website and contact information, but does not accept unsolicited proposals. Jon Gruber has strongly supported his alma mater, MIT. The Bay Area is an important region of giving.

BACKGROUND:  Jon D. Gruber graduated from MIT in 1964. In 1987, he founded Gruber & McBaine Capital Management, investment managers in San Francisco.

ISSUES:

ARTS: The Gruber Family Foundation’s grantmaking has supported SFMOMA, Asian Art Museum Foundation, Bay Area Discovery Museum, and The Public Theatre. Linda Gruber sits on the board of SFMOMA.

EDUCATION: The Grubers have strongly supported Jon Gruber’s school MIT, where the couple's son also graduated. In the late 1990s, Gruber established a career development professorship at the MIT Sloan School of Management. More recently, Gruber gave a $1 million gift to MIT OpenCourseWare, a web-based publication of virtually all MIT course content, available to the world.

Apart from this work, the Grubers via their foundation have supported Cate School, Groton School, St. Bernard’s School, and Wellesley College, where Linda graduated.

HUMAN RIGHTS: Grantees have included Human Rights Watch.

MEDIA: The Grubers have supported NPR, Media Matters for America.

WOMEN’S ISSUES: Linda sits on the board of the Global Fund for Women, which the family strongly supports. Other grantees have included Young Women’s Leadership Network, Chicken & Egg Pictures (cofounded by Gruber Foundation board member Julie Parker Benello), Planned Parenthood (where Linda sits on the board), and global nonprofit organization Room to Read which focuses on literacy and gender equality in education.

LOOKING FORWARD: Expect the Grubers to stick with their select interest areas, with an eye to progressive causes.

CONTACT:

• Gruber Family Foundation

NET WORTH: Unknown

SOURCE OF WEALTH: Schooner Capital

FUNDING AREAS: Human Rights, Progressive Media & Policy, Environment, Education, Health

OVERVIEW:  In 1996, Vin Ryan established the Schooner Family Foundation, which he steers with his wife Carla, and family. Schooner is a progressive foundation focused internationally on human rights, peace and security, and economic opportunity issues. At home, the foundation supports progressive media, campaign finance reform, the green economy, investigative reporting and judicial reform.

BACKGROUND:  Vincent J. Ryan graduated from Boston University. In 1971, he founded Schooner Capital. He also serves as a director of Iron Mountain, a $5 billion global records management company which he acquired and grew.

ISSUES:

HUMAN RIGHTS:  The Schooner Foundation gives to a range of organizations both in the United States and abroad. Ryan serves on such boards as Physicians for Human Rights and Survivor Corps. Trustee Cynthia Ryan worked at the U.N. and serves as the Senior Africa Advisor of The Schooner Foundation, where she focuses on human rights, economic opportunity, and peace and security.

Grantees have included African Food and Peace Foundation, Fund for Global Human Rights, Institute for Justice and Democracy in Haiti, International Justice Mission, and Ploughshares Fund, “a public grantmaking foundation that supports initiatives to prevent the spread and use of nuclear, biological and chemical weapons and other weapons of war.”

PROGRESSIVE MEDIA & POLICY: The Schooner Foundation supports progressive media outfits such as Foundation for National Progress. It also supports policy organizations Brennan Center for Justice, Center for Social Inclusion, Center on Budget and Policy Priorities, and The Nation Institute.

ENVIRONMENT: Grantees have included Alternatives for Community and Environment; Beyond Benign, which is “dedicated to providing future and current scientists, educators and citizens with the tools to teach and learn about green chemistry in order to create a sustainable future”; Environmental Learning Center; Maasai Wilderness Conservation; Nature Conservancy; and Silent Spring Institute, “a partnership of scientists and citizens concerned about environmental links to breast cancer.”

EDUCATION: The Ryans are heavily involved with Harvard and through their foundation recently underwrote a $1 million program at Harvard's Kennedy School to educate professionals working in technology and governance in African nations. Other grantees have included Dana Hall School, Oak Hill School, and Boston University (the couple’s mutual alma mater and where Carla is a trustee).

HEALTH AND HUMAN SERVICES: The family via Schooner has supported Brigham and Women’s Hospital, Indian River Medical Center, and Brock Island Health Services.

LOOKING FORWARD: Expect the Ryan family’s progressive-oriented philanthropy to continue.

CONTACT:

·      Schooner Foundation

·      Email

NET WORTH: Unknown

SOURCE OF WEALTH: Hellman Jordan Management Company

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

OVERVIEW: Gerald Jordan Jr. and his wife Darlene move their philanthropy through the Gerald R. Jordan Foundation. The couple's giving centers on the Boston area, where one interest is youth. They're heavily involved with Boys & Girls Club, where a center bears their name. Jordan also funds his alma mater. The couple also resides in Florida, another (more modest) site of giving.

BACKGROUND:  Gerald R. Jordan Jr. graduated Harvard College, served as a Navy Lieutenant, attended Harvard Business School, and then began his investment career at Putnam Management Company. In 1978 he founded Hellman, Jordan Management Company and currently serves as chairman and portfolio manager.

ISSUES:

EDUCATION & YOUTH: Darlene sits on the board of directors of the Boys & Girls Club of Boston, home to the Jordan Club. The Jordans donated $3 million to create the 42,000-square foot center and continue to support Boys & Girls Clubs via their foundation. The couple also has supported Year Up, Steppingstone Foundation, Newton Country Day School, Oxbridge Academy, and Sacred Heart School. The couple has given particularly large sums to Fordham University, Darlene's alma mater, and Harvard University, Gerald's school. At Harvard, the Jordans have also supported the basketball, football, and lacrosse teams. 

HEALTH: Grantees have included Brigham & Women's Hospital; The Joey Fund, which works in partnership with Cystic Fibrosis Foundation; The Julie Fund, which deals with women's cancers; Cape Cod Healthcare Foundation; and Massachusetts General Hospital. Overall, Boston area hospitals and a select few health causes seem to be the couple's focus in this category.

ARTS & CULTURE: The couple also earmarks funds for arts and culture outfits like Handl and Haydn Society, New England Aquarium, Isabella Stewart Gardner Museum, Cape Symphony, and Palm Beach Zoo.

BOSTON COMMUNITY: The Jordan family's giving through their foundation mostly goes into the Boston area. Apart from what's been mentioned, the couple has also supported local environmental outfits Save Our Sound and Lloyd Center for the Environment. The Jordans have also supported WBUR, the local NPR station. 

LOOKING FORWARD: In recent years, the couple has also lived in Florida and supported Palm Beach Civic Association and Preservation Foundation of Palm Beach. Darlene, a former ADA, was recently appointed to the board of governors of the state university system and has said she's interested in tackling issues like college affordability and STEM. Perhaps these interest areas will reflect in the couple's giving in Florida in the coming years. 

CONTACT:

The Gerald R. Jordan Foundation does not provide a clear avenue for getting in touch but below is contact information:

The Gerald R. Jordan Foundation
125 High St., Ste. 801

Boston, MA 02110

Telephone: (617) 261-9800

LINK:

Hellman, Jordan Management Company Inc. 

NET WORTH: Unknown

SOURCE OF WEALTH: Royce & Associates

FUNDING AREAS: Arts & Culture, Conservation & Preservation, Religious, Human Services & Health, Education, Connecticut community 

OVERVIEW: Chuck Royce and family move their philanthropy through the Royce Family Fund. The family's giving centers on the Northeast, particularly Connecticut and New York (both Upstate New York and New York City). Arts and culture are top interests: Royce's wife Deborah, a former actress, plays a role. Other interests include historic preservation and environmental conservation. The family has also given quite a bit of money to local churches. 

BACKGROUND: Charles M. Royce graduated from Brown University with a bachelor’s degree in economics and got his MBA degree from Columbia University. He was director of research at brokerage firm Scheinman, Hochstin & Trotta, and also worked at Blair & Co. as a security analyst. He has been the CEO of Royce & Associates LLC since 1972 and also serves as the company’s director and portfolio manager.  

ISSUES:

ARTS & CULTURE: Arts and culture organizations make up a significant chunk of the Royce Family Fund's annual grantees. The forces here in part involve Royce's wife, Deborah Goodrich Royce, a longtime actress and filmmaker on both coasts who once worked as a story editor for Miramax. These days, she's strongly involved with the Avon Theatre Film Center in Stamford, Conn., where she served as vice president for more than a decade, and recently assumed the role of president. The Royces support Avon Theatre Film Center, as well as places like Friends Of The Orpheum, Lincoln Center For Performing Arts, Film Society Of Lincoln Center, New York Philharmonic, Park Avenue Armory, The Met, The Museum Of Modern Art, and the Frick Collection, where Royce is a trustee. The family has also strongly supported Haines Falls Free Library.

CONSERVATION AND PRESERVATION: The family has a long track-record of historic preservation. In 2003, the Royces purchased the historic Ocean House, a Victorian hotel in Rhode Island slated for demolition, and rebuilt it. The Royces also helped restore Avon Theater. Via their foundation, the family has supported Connecticut Trust For Historic Preservation, Earthwatch Institute, Everglades Foundation, Greenwich Point Conservancy, and Scenic Hudson. The family of late has given especially strong support to National Trust For Historic Preservation, Wallingford Historic Preservation Trust, and Hunter Foundation, a nonprofit focused on "restoring the historical buildings, cultural offerings and economic health" in the Catskill region—another region, by the way, that's an important site of giving.

RELIGIOUS: The family recently gifted over $1 million to Christ Church Greenwich. Other grantees have included Episcopal Church Foundation, First Presbyterian Church, St. Paul's Theological Centre, and Forward Movement, "an official, non-profit agency of the Episcopal Church whose mission is to create compelling content for Christian living."

HUMAN SERVICES & HEALTH: Grantees have included Episcopal Charities, East Side House Settlement, Greenwich Hospital, Winthrop University Hospital, and Memorial Sloan-Kettering Cancer Center.

EDUCATION: The Royces have strongly supported Royce's alma mater Brown University, home to a fellowship program that bears his name, as well as a professorship. They've also supported Deborah's school, Lake Erie College. Other grantees have included Georgetown University Law Center, Grace Christian School, Greenwich Country Day School, Pine Point School, Trinity College, and Berkeley Divinity School at Yale, where Royce sits on the board.

OTHER: The family has supported outfits that work within the Connecticut community, including Fairfield County Community Foundation and CT Against Gun Violence. They've also supported organizations like Send A Cow, which gives "direct, practical help to poor farmers in East Africa." It's worth noting that Royce's former wife, Joyce, is a director of the Endupoto Primary School for Maasai children in Tanzania.

LOOKING FORWARD: The Royce family is operating a robust philanthropic operation. Expect this to continue in the coming years. 

CONTACT:

The Royce Family Fund does not provide a clear avenue of contact but below is an address: 

Royce Family Fund, Inc.
8 Sound Shore Dr., Ste. 140

Greenwich, CT 06830

LINK:

The Royce Funds

NET WORTH: Unknown

SOURCE OF WEALTH: Carlson Capital 

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

OVERVIEW: Carlson and his wife Nancy move their philanthropy through the Carlson Foundation. Giving through their foundation largely focuses on Texas (Dallas and Houston), and often tracks with board memberships and other personal connections. In a recent year, the foundation gave away under $855,000. The couple strongly supports their alma mater Rice University. The arts are another interest. 

BACKGROUND: Clint D. Carlson received his BA and MBA from Rice University. He worked at Bass Brothers and also co-managed a risk arbitrage fund at Maxxam Group and affiliated companies. In 1993, he founded Carlson Capital, an alternative asset management firm that manages over eight billion dollars. Carlson's wife Nancy also works at Carlson Capital.

ISSUES:

EDUCATION & YOUTH: The Carlsons via their foundation strongly support their mutual alma mater Rice University. The school has received millions from the couple. The couple has also supported UT Law School Foundation (Nancy graduated from UT Austin Law). as well as the Center for Women in Law at UT Austin School of Law. Other grantees have included Southern Methodist University, Basalt Elementary School, Dallas Children’s Advocacy School, Preston Hollow Presbyterian School, and Greenhill School, which has been strongly supported.

ARTS & CULTURE: The Carlsons have supported Aspen Art Museum, Dallas Children’s Theater, Dallas Museum of Art, Orchestra of New Spain, Texas Ballet Theater, and TACA (The Arts Community Alliance). Nancy sits on the board of the Dallas Museum of Art.

HUMAN SERVICES & HEALTH: Grantees have included North Dallas Food Bank, United Way of Metropolitan Dallas, Planned Parenthood, and the S.M. Wright Foundation, which provides "support and stability to underprivileged children and less fortunate families through hunger relief, economic empowerment, and assistance in the areas of education, health and social services."

LOOKING FORWARD: The Carlsons are still very much engaged in business, but you can expect their steady support of select organizations in the Dallas area to continue. Away from Texas, it appears that Aspen is another site of philanthropy. 

CONTACT:

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

The Carlson Foundation
2100 McKinney Ave., Ste. 1800

Dallas, TX 75201

LINK:

Carlson Capital

NET WORTH: Unknown 

SOURCE OF WEALTH: Eminence Capital

FUNDING AREAS: Arts and Culture, Education & Youth, Jewish causes, Human Services & Health

OVERVIEW: Ricky Sandler and his wife Mara move their philanthropy through the Mara & Ricky Sandler Foundation, whose grantmaking strongly involves New York City organizations. The arts are one interest. In education, the couple strongly supports their mutual alma mater, University of Wisconsin. The family also supports quite a few Jewish organizations. Mara serves on the board of several nonprofits, which track with giving. 

BACKGROUND: Ricky Sandler received a BBA in accounting and finance from the University of Wisconsin. He started his career as a research analyst at Mark Asset Management, and also co-managed Fusion Capital Management. He founded Eminence Capital in 1998.

ISSUES:

ARTS AND CULTURE: Sandler's wife Mara is an arts consultant who serves on such boards as the 92nd Street Y, which the couple steadily supports through their foundation. Dancing also appears to be a top interest, and the Sandlers have supported Chicago Dancing Company, National Dance Institute, and New York City Ballet. Other grantees have included Solomon R. Guggenheim Museum, Public Theater, and Whitney Museum of Art. 

EDUCATION & YOUTH: The Sandlers strongly support their shared alma mater, University of Wisconsin-Madison. Sandler is a board member of the University of Wisconsin Foundation. Riverdale Country School in the Bronx also recently received a large grant from the family. Other grantees have included Columbia University (Mara attended Teacher's College), East Harlem Little League, Teach for America, Harlem Village Academies, Streetquash, The IDEAL School of Manhattan, and A BroaderWay Foundation (ABW), a charity founded by Taye Diggs and Idina Menzel that "offers girls from urban communities an outlet for self-expression and creativity through arts-centered programs."

JEWISH CAUSES: Jewish organizations are heavily featured in the foundation's grantmaking. A particularly big winner has been UJA Federation. Other grantees have included Facing History and Ourselves, ADL, American Jewish Committee, Hillel (including its University of Wisconsin chapter), Israel Cancer Research Fund, Israel Tennis Centers, and Albert Einstein College of Medicine. 

HUMAN SERVICES & HEALTH: Mara Sandler is a board member of Ovarian Cancer Research Fund and CASAColumbia, which the family support through their foundation. Mara also serves as first chair of Ovarian Cancer Research's Woman to Woman Program, a "unique support program that pairs gynecologic cancer patients with trained survivor volunteers who provide one-on-one emotional support and mentoring to women when they need it most." It's safe to say that cancer is of interest to this family.

The Sandlers have also given particularly large sums to Mount Sinai Health System. Other grantees have included Citymeals-on-Wheels, FARE, Nev York-Presbyterian Fund, and Southampton Hospital Foundation. 

LOOKING FORWARD: Sandler is only in his 40s and very much still engaged in business, but his foundation has been around since last decade. Mara Sandler's various board memberships are something to watch carefully in the coming years. 

CONTACT:

The Mara & Ricky Sandler Foundation does not provide a clear avenue of contact, but below is an address:

The Mara & Ricky Sandler Foundation
65 E. 55th St., 25th Fl.

New York City, NY 10022

LINK:

Eminence Capital

NET WORTH: $1.1 billion

SOURCE OF WEALTH: Vista Equity Partners 

FUNDING AREAS: Children, Conservation 

OVERVIEW: Brian Sheth and his wife Adria move their philanthropy through the Sangreal Foundation, which supports select nonprofits through its children and conservation initiatives. The Sheths strongly support their alma mater UPenn, as well as other schools and youth organizations. On the environmental front, Sheth serves as chairman of Global Wildlife Conservation, which the family heavily helps fund. The Sangreal foundation has a website, though it lacks clear information about the application process

BACKGROUND: Brian Sheth received a B.S. in economics from Wharton School of the University of Pennsylvania. Sheth worked in the mergers and acquisitions groups at Goldman Sachs and Deutsche Morgan Grenfell. He also worked at Bain Capital, where he focused on leveraged buyouts of technology companies. In 2000, he cofounded Vista Equity Partners with Robert F. Smith and is the firm's president. 

ISSUES:

CHILDREN: Within this grantmaking category, the Sangreal Foundation supports a range of educational and youth organizations, and states that by "supporting groups that do everything from preparing American students for college to building new schools in Africa, the Sangreal Foundation is helping children around the world prepare for full, healthy lives as members of our global community."

The Sheths steadily support their mutual alma mater, UPenn. Some of this work has involved athletics, specifically track and field. Adria was a Penn track athlete and the Sheths a few years back gave $1 million to endow the Betty J. Costanza Women’s Track & Field coaching position, the first time a women’s varsity coaching position at Penn was endowed in a woman’s name. 

Away from their alma mater, the Sheths via Sangreal have supported St. Stephen’s Episcopal School Emerging Scholars Fund (Sheth's own college tuition was covered by full financial aid); Helping Hand Home for Children; Austin Children’s Shelter; and Breakthrough Austin, among other efforts. The GRAMMY Museum in Los Angeles is also an important site of philanthropy, and the recipient of millions. Sangreal funds Saving the Planet with Song, an initiative whose first phase in partnership with the GRAMMY Museum and The Recording Academy "utilizes the core concepts of music to teach children, at the elementary, middle and high school levels, throughout the United States about the importance of conservation and the critical role that biodiversity plays in all of our lives." 

On the international front, Sangreal has supported the Miracle Foundation, an organization that helps India’s orphans. Sheth is the son of an Indian immigrant.

CONSERVATION: The Foundation's conservation grantmaking category, meanwhile, supports "environmental efforts that strive to repair the damage that has already been done to our earth, and to protect all inhabitants of our world, giving our global community a brighter tomorrow." Sheth serves as chairman of the board of Global Wildlife Conservation, which the family strongly supports. Other grantees include Fundaeco; ProAves, which focuses on the study and conservation of Colombian biodiversity; and Shedd Aquarium in Chicago. 

LOOKING FORWARD: Sheth is barely into his 40s and still very much engaged in business. But this billionaire family should be watched for greater giving down the line. Despite their Austin base, the couple's grantmaking already touches regions in several parts of the country and the world. 

LINK:

Sangreal Foundation

Initiatives

NET WORTH: Unknown

SOURCE OF WEALTH: Platinum Partners, Centurion Credit Management

JEWISH FUNDING AREAS: Jewish causes, Education, Health

OVERVIEW: Murray Huberfeld, his wife Laura and family move their philanthropy through the Huberfeld Family Foundation. The family strongly supports Jewish organizations in New York City and far beyond, including Israel. Education is another interest. In the wake of legal trouble, it's unclear what direction this family's giving will take.

BACKGROUND: Murray Huberfeld attended Brooklyn College. He founded Centurion Credit Management LP in 2005 and has been involved with such companies as Platinum Partners.

ISSUES:

JEWISH CAUSES:  Huberfeld and family via their foundation are steady supporters of the Chabad-Lubavich movement. They've supported a range of Chabads around the country including Chabad at Purdue, Chabad in the Hills in California, and Chabad of Boca Raton. The family has also given significant support to Congregation Ahavas Tzdokah V’Chesed in Brooklyn, as well as places like Rabbinical Academy of Venice. Huberfeld was part of the Simon Wiesenthal Center (SWC) delegation that met with Pope Benedict XVI last decade. The Huberfelds via their foundation have supported SWC (Huberfeld is no longer on the board), as well as American Committee for Shaare Zedek.

EDUCATION: Apart from Jewish schools, the family has supported Manhattan High School.

HEALTH: Grantees have included Memorial Sloan-Kettering, Mt. Sinai Diabetes Center, and American Committee for Shaare Zedek Medical Center in Jerusalem.

LOOKING FORWARD: Huberfeld has been mired in legal trouble, with Platinum's main hedge fund being forced to close, among other developments. It's unclear what impact this will have on the family's giving.

CONTACT:

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

Huberfeld Family Foundation
152 W. 57th St.
New York City, NY 10019
Telephone: (212) 581-0500

LINK:

• Murray Huberfeld Linkedin Profile

NET WORTH: Unknown

SOURCE OF WEALTH: Avista Capital Partners

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

OVERVIEW: Thompson and Caroline Dean move their philanthropy through the Thompson Dean Family Foundation. The Deans via their foundation focus largely on educational institutions and the arts on the East Coast. Dean has given tens of millions to his alma mater University of Virginia.

BACKGROUND: Thompson Dean received a B.A. from the University of Virginia in 1979, and an MBA from Harvard Business School in 1984. In 2005, he cofounded Avista Capital Partners.

ISSUES:

EDUCATION: Thompson Dean steadily supports his alma mater UVA, and recently committed more than $40 million in present and future support to the College and Graduate School of Arts & Sciences. Through the years, he's given his school more than $52 million, including several million alone to UVA’s Department of Athletics. Other grantees have included Eaglebrook School, Choate Rosemary Hall, Harvard, Teaching Matters, Phillips Academy, and Choate Rosemary Hall.

ARTS & CULTURE: Grantees have included Museum of the City of New York, Film Society of Lincoln Center, New York City Ballet, Second Stage Theatre, and the Met.

HEALTH & HUMAN SERVICES: The family, via their foundation, also supports Lenox Hill Neighborhood House, Ovarian Cancer Research, Society of Memorial Sloan Kettering, Silver Hill Hospital, and New York Collaborates for Autism. Dean is former chairman of the special projects committee of Memorial Sloan Kettering Hospital.

LOOKING FORWARD: Expect Dean's focus on New York and the Northeast to continue.

CONTACT:

Thompson Dean Family Foundation does not provide a clear avenue of contact but below is address and phone:

Thompson Dean Family Foundation
57 W. 38th St., 3rd Fl.
New York City, NY 10018
Telephone: 212-661-2720

NET WORTH: Unknown

SOURCE OF WEALTH: Goldman Sachs, Crestview Partners

FUNDING AREAS: Arts & Culture, Education & Youth, Policy & Global

OVERVIEW: Bob and Soledad Hurst move their philanthropy through the Hurst Family Foundation. Much of the family's giving through their foundation focuses on Aspen, where they reside. The arts and education are top priorities.

BACKGROUND: Robert Hurst received an undergraduate degree from Clark University in 1966 and an M.B.A. from the Wharton School at the University of Pennsylvania in 1968. He spent 30 years at Goldman Sachs, retiring as vice chairman in 2004, and is currently a managing director at Crestview Partners.

ISSUES:

ARTS & CULTURE: The Hursts live in Aspen, an important site of their arts giving. Hurst calls Aspen Music Festival and School and The Aspen Institute “the twin cultural pillars of Aspen" and serves on the board of each. The couple recently made a large donation to The Aspen Institute to support community outreach programs. Soledad, meanwhile, sits on the board of Theatre Aspen, another grantee. Other grantees have included Aspen Santa Fe Ballet, The Wolfsonian in Miami, The Jewish Museum, Aspen Science Center, Jazz Aspen, and Whitney Museum, which has received particularly large sums. Hurst was once president of the board of Whitney and is currently chair of the executive committee.

EDUCATION & YOUTH: The couple has steadily supported Aspen Country Day School (they are parents), as well as UPenn, Johns Hopkins University, and Yale Law School Fund. Soledad graduated from Yale Law School and worked in New York as a lawyer and investment banker.

POLICY & GLOBAL: The Hursts, via their foundation have supported FINCA, which "improves lives and transforms communities through innovative microfinance and social enterprise programs in financially excluded regions worldwide,"; The Washington Institute; and Council on Foreign Relations, of which Hurst is a member.

OTHER: The couple also earmarks funds for select Jewish and environmental organizations.

LOOKING FORWARD: Expect Aspen to remain an important site of giving for the time being. Down the line, Miami may emerge as an important region. Trustee Alex Hurst runs a real estate equity firm with offices in New York and Miami.

CONTACT:

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

The Hurst Family Foundation
667 Madison Ave., 10th Fl.
New York City, NY 10065

LINK:

• Crestview Partners

NET WORTH: $1.65 billion

SOURCE OF WEALTH: Donaldson, Lufkin & Jenrette; Blackstone

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

OVERVIEW: Hamilton James and his wife Amabel move their philanthropy through the James Family Charitable Foundation. James is a trustee of several environmental organizations, as well as a few arts institutions. The couple support their schools.

BACKGROUND: Hamilton E. James graduated from Harvard and Harvard Business School in the 1970s and spent 25 years at investment bank Donaldson, Lufkin & Jenrette. James was recruited to Blackstone Group in 2002 to help founder Steve Schwarzman. James serves as COO and president of Blackstone.

ISSUES:

ENVIRONMENT: James is a trustee of Wildlife Conservation Society, Woods Hole Oceanographic Institute, and serves as vice chair of Trout Unlimited’s Coldwater Conservation Fund. Supporting select environmental organizations is a top interest of this funder. Via their foundation, the James couple has supported Alliance for the Great Lakes, American Prairie Reserve, Classical American Home Preservation, Conservation Resource Alliance, Environmental Defense Fund, Global Coral Reef Alliance, The Nature Conservancy, Trout Unlimited, and Woods Hole Oceanographic Institute.

EDUCATION & YOUTH: James supports his schools, Harvard and Choate Rosemary Hall. Harvard is home to a professorship in Amabel's name. The couple has also supported Amabel's school, Wellesley College, as well as Bard College, Antioch College, Garrison Forest School (Amabel's school and where she serves on the board), The Brearley School, USC, and Collegiate School. Garrison Forest his home to the James Center.

ARTS & CULTURE: James is a trustee of the Met, and chairman emeritus of the board of American Ballet Theatre. The couple via their foundation has supported Jazz at Lincoln Center, the Met, MoMA, Second Stage Theater, Stark Naked Theatre Company, and American Ballet Theater.

GLOBAL: Grantees have included the Tsinghua Education Foundation, China Institute, and the Clinton Foundation. James is a supporter of Hillary Clinton.

HEALTH & HUMAN SERVICES: The couple has supported Lenox Hill Neighborhood House, Leukemia and Lymphoma Society, Memorial Sloan Kettering Cancer Center, and Northern Michigan Hospital Foundation. James is a trustee of Mount Sinai Health System.

LOOKING FORWARD: In his 60s and still very much engaged in business, Hamilton James still has plenty of time to ramp up his philanthropy. It's worth noting that James also has an interest in government, which may mean that more policy and global organizations will receive attention down the line. He's also been an advocate for improving retirement plans for older Americans.

CONTACT:

The James Family Charitable Foundation does not provide a clear avenue of contact but below are address and phone:

The James Family Charitable Foundation
615 W. Mount Pleasant Ave.
Livingston, NJ 07039
Telephone: 973-994-9122

LINK:

• Blackstone Group

NET WORTH: Unknown

SOURCE OF WEALTH: Goldman Sachs

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

OVERVIEW: Willard Overlock, his wife Katharine and family move their philanthropy through the Emwiga Foundation, which has given under $500,000 annually in recent years. Grant amounts tend to be modest. The family supports their schools as well as other education and youth outfits, mainly in the Northeast. Other interests include the environment and health.

BACKGROUND:  Willard J. Overlock Jr. graduated from University of North Carolina in 1968, and got an MBA from Columbia Business School in 1973. He joined Goldman Sachs in 1973 and served as head of the M&A department from 1984 to 1996.

ISSUES:

EDUCATION & YOUTH: Overlock has directed funds to his alma mater Columbia Business School and Columbia University. He was once on Columbia Business School's board of overseers. Overlock has also supported his undergraduate school, University of North Carolina. The family has also supported their son's school, Dartmouth College. Other grantees have included Student Sponsor Partners, Prep for Prep (Katharine was once on the board), Inner-City Scholarship Fund, Nantucket Boys and Girls Club, Bank Street College of Education, and Waterside School, among others.

ENVIRONMENT: The couple lives in Wyoming, a site of philanthropy. Katharine has long been interested in environmental protection, particularly as it relates to both health and education. She is a member of the chairman’s council of Conservation International, the Jackson Hole Land Trust’s Open Space Council and serves on the board of the National Parks Conservation Association. Grantees have included Grand Teton National Park Foundation, National Parks Conservation Association, and Riverside Park Conservancy.

HUMAN SERVICES: The family via their foundation has supported Operation Warm and Coalition for the Homeless.

HEALTH: Overlock once served as chairman of the board of Juvenile Diabetes Research Foundation International. The family via their foundation has directed sums to Joslin Diabetes Center, St. John’s Hospital Foundation, and Nantucket Cottage Hospital.

LOOKING FORWARD: Expect the family to stick with their select interest areas. The family also supports select organizations working on a global level, such as Habitat for Humanity International and World Food Program. Down the line, we'll keep an eye on the couple's kids for the next generation of philanthropy.

CONTACT:

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

Emwiga Foundation
77 Water St., 9th Fl.
New York City, NY 10005