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'A Different Kind of Attention Develops Sound Judgment' | 'Suppose I'm Right Here?…' (posted 3/23 & 3/5/2014). Over 680 posts, Public-Interest Investigative Blogging On These Matters Since 2009.

BASSC (1987), CalSWEC(1990), PCWTA (1996), CFPIC(2003)…How Many Acronyms, and Foundations (Zellerbach Family, Ford, et al.) in this Global Child Welfare Village, and why did the California Components of the CalSWEC Public/Private Partnership draw its Core Curriculum Competency Model from a funky and not-quite-honestly-reporting (1979-formed) trio of Ohio nonprofits?

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A preview, now titled:  “Preview Bordered Blue:  The Philadelphia Connection” (there is one…) was split off from this post, and when published, that link will lead to it. The “bordered blue” was just a way of distinguishing the preview from the post I’d already written, which is as you can see bordered in black.

It is self-explanatory, jammed with relevant information, and again, I hope it inspires people to start cracking the books, and if appropriate, “the whip” on the coordinated tax-exempt foundations of at least $1B assets or more, and figure out what their real and collective agenda is — just in case there might be some belated objections to it  or to the practices of simply dispersing so much influence on government over so many grantees.

(The $6.4B Assets John T. and Catherine D. MacArthur Foundation – aligned in basic purposes with Casey Family Programs ($2.2B) which comes up here — in year 2014 distributed $191 MILLION in grants which, however, was just a fraction of the foundation’s revenues (mostly from investments that year.  This was  a mixture of domestic and international, with a major infusion of grants to universities around the countries, and the world.  Check out their tax return for yourself!).

Are You Keeping Your Eyes on the Real Prizes behind Coordinated Global Philanthropy?

Can you even track public funding of public AND private universities, or the USA federal entities with which some of these larger foundations collaborates?

It’s well said, “Keep Your Eyes on the Prize.”  Let’s see who prizes WHAT by looking beyond the public relations (paid-for), promotions (paid-for) and enthusiastic agreement at the university and government levels (scroll through just ONE year of those grants, and see who’s being paid, nicely, to agree with this organization…

Especially for private (990PF-filing) tax-exempt foundations, who judging by their websites would rather we keep our eyes on their charitable motivations and disbursements, we would do well to keep our eyes on their assets (where invested and who paid to do it) which tell us, relative to the disbursements involved, where their real treasures lie — and where the “heart” of the organization actually is. ONE of their prizes is paying less tax on all that wealth.  Another — in this case — is clearly sponsoring international development and paying internationally-based investment advisors big bucks to, well, “diversify” offshores.

The View from the Organization’s Website

(The top and, three “page-downs” later, bottom):

screen-shot-2017-01-05-at-8-19-39-pm

Look at image below (again, several “PageDowns” were necessary to get that far down, with large font and pictures hopefully? distracting all but the most determined from ever getting that far.)  Once down there — look at the tiny print beneath the details of providing a more just, verdant and peaceful world….with social media links above and below.

screen-shot-2017-01-05-at-8-20-07-pm

I dare anyone to locate where “Annual Reports” “Financials” or even “History” are (above image) with the naked eye — but could you not easily read “Chicago” (its hometown), Just, Verdant, and Peaceful on same sized image above this one? (I grabbed about the same amount of visible website from each).

MacArthur Foundation, home page, $11.6M in New Chicago Investments (again, this all means nothing as to relative size without a look at their financials, including their financials over time).

The investment advisors (while I’m there) like those in Casey Family Programs are quite well paid, there are a LOT of them (Casey listed 26 one year I viewed; MacArthur’s 2014 return listed 72) here, based in a number of different countries, including two in the UK and one in Mauritius, private equity company, with investments focused on India.  For a general idea, that’s Continent of Africa, 787 sq. miles, south of the Equator, population about 1.2M.  Or, check out this map (which also contains some shortlinks to other images and the related tax return):

see-http-tinyurl-comwhere-ismauritius-mapsofworld-annotated-re-macarthur-foundtn-ein-237093598-scrnshot-2017-01-05-at-4-53-pm

Click HERE to read the explanations I added full-sized. These also contain some TINYURL.com links for further elaboration. Map is as I recall © 2012; Worldmaps.com pg. last revised 8/2016

 

ChrysCapital is a private equity and venture capital firm specializing in later stage, management buy-outs or buy-ins, co-investments, public equity, PIPEs, growth capital in private and listed companies, and special situations including carve outs, joint ventures. The firm focuses on the business services; information technology; consumer goods and services; financial services; real estate; healthcare with a focus on pharmaceuticals, medical diagnostics and devices; infrastructure, power, and manufacturing sectors….

[Exact link to the above quote from Bloomberg.com is on the second image, showing Pts. VIII and IX-A of MacArthur Foundation tax return, below.  FYI, the “**” after that shortlink within image are not part of the TINYURL.com link, which doesn’t take special characters.]

http://tinyurl.com/Where-IsMauritius-MapsOfWorld [Open in new window]

 

The organization’s home page (again, the above quote is from Bloomberg.com profile, link shown on the annotated image below) for ChrysCapital.com shows 8 Directors — most chief connections are to the UK or Mauritius, one to France.  True, there are some directors with US college degrees (I saw Pepperdine-Loyola-Georgetown combo, and another, Harvard MBA, Stanford mechanical engineering (and on Stanford Bd of Trustees 1980-1985).  (George McCown — here’s link to private equity firm he co-founded, based in Foster City, CA with only 8 investors: McCown & De Leeuw):

McCown De Leeuw & Co. (MDC) is a private equity investment firm with approximately $1.2 billion of capital under management. With a mission to build companies that make a difference, MDC specializes in buying and building industry-leading middle-market companies in partnership with management.

Most MDC investments generally involve controlling positions in growth-oriented companies with demonstrated earnings.

Since 1984, MDC has completed 38 platform acquisitions, creating companies that today collectively generate in excess of $6 billion in annual sales. The firm currently has 8 investment professionals in its Foster City, California, headquarters. 

mdc-mccown-de-leeuw-co-foster-city-ca-a-corp-not-llc-cal-entity-1250343-logo-page-read-co-2012-in-foster-city-relates-to-dir-of-a-macarthurfndtn-indep-contractor-2014-based-in-mauritius-gClick here to read MDC annotated screenprint (with company descr and Logo) full-sized. (No image posted — click to view==>)mccown-de-leeuw-co-handwritten (looks-like-an-old-person’s)-2006-calif-statemt-of-Info-menlo-park-address CFO & SEC’Y-judith-bornstein

 

Here’s one profile of a Director of the ChrysCapital Board, which company received, again, $1.2M to manage investments for MacArthur Foundation (John D, Catherine T, consolidated 2014 statements):

Dev (Joory) is the co-founder and Executive Director of International Financial Services, a leading management company specializing in international tax, business and corporate advisory services. Previously, he served as a senior tax executive at Ernst & Young, London. Dev has over 30 years of experience in international tax planning and business structuring. His area of specialization includes international banking and financial services including Islamic banking, offshore fund structuring and administration, intellectual and real property planning, franchising and retail operations. Dev is a Fellow of the Institute of Chartered Accountants in England and Wales and also a member of the Society of Trust and Estate Practitioners.

So, take a look at the image:

johnd-catht-macarthurfndtn-consolidated-69b-2014-990pf-pts-viii-highest-paid-contractors-572-2-in-london-uk-ix-a-summary-of-dir-charitble-activities-seen-2017-01-05-at-12-27pm

It’s important that Americans understand what this major and “ModelsForChange” foundation’s tax return reveals about where its true heart is (a.k.a., where its treasures are). Particularly seeing the highest-paid independent contractor ($1.2M) is domiciled in Mauritius (an island nation off S. Africa which only became independent from France in 1968, but which PRIVATE Equity firm is focused on India. Read all ChrysCapital’s Bd of Directors (there is one woman); their “Chartered Associate” focus is the UK, although you can see at least one Harvard and Stanford individual. What’s more, the only Investmt MANAGER (2014) based in the US (Boston), Babson Capital Mgmt, underwent a merger with 3 others announced 12/29/2016 and now is a new firm under the “Barings” brand which, while HQ’d in Charlotte NC (and London) still has a focus on Asia and Europe. (1,700 employees in 41 countries).

==>Click to Read Full-size and Comments (Also see image caption).

So, in bringing up “The Philadelphia Connection” on this post about the California/OHIO connection, well, nonprofits in both CA and OH were found running “Casey Family” and/or MacArthur Foundation programming (the purposes are similar).

Ohio as an entire STATE also figures in the (MacArthur promoted) “Models for Change” USA map of its “partners”…. It is a “Mental Health Action Network State” per this map w/ legend, along with Texas and others:

modelsforchangeorg-us-map-wlegend-core-partner-states-fed-collaborationsheavily-annotated-by-lgh-viewed-2017-01-04-at-4-02pm

Also, in Philadelphia, (see RED “CORE PARTNER STATE on USA map above) the well-known Juvenile Law Center at 1315 E. Broad St. 4th Floor (as I recall- easy enough to check) is the lead agency for Pennsylvania in re: the “Models for Change” purposes.

There were still more, different Philadelphia connections to those involved in what I’m blogging on this post, but I’ll leave it to that other “Preview Bordered Blue” post (forthcoming soon) to explain.

Either way, let’s pay better attention to which foundations are blowing the winds to which continents and along which currents of change of US-based public institutions.

A look through the MacArthur Foundation 990PF is a wakeup call, for sure.

I realize this all takes time.

But, well, so does working X hours for day and __% percent taken in taxes, and more (for some of us) wasted fighting family court feuds in venues with gender-stacked decks and infinite case-churning abilities and some federal incentives to keep unnecessary conflict going.

I could’ve skipped the next comments, but am not. However, I did make them fine-print and bulleted; feel free to scroll past if you’ve heard it before on this blog; don’t miss the factual investigative information put forth at significant personal effort and time, below!


  • One of those conflicts, ongoing, is how to treat criminal activity — as a mental/behavioral health problem (with related solutions in that field), or as something for which responsible individuals made choices?  Where is the focus?
  • And, in the process of relieving decades of RACISM, is it really necessary to prolong (except where LGBQT causes are referenced) SEXISM — against women and mothers, within the United States of America through flagging single parenthood (female-headed, an extension of the 50+-years old “Moynihan Report”!!) as THE cause of our social and financial, juvenile delinquency and a good deal of criminal social behavior.  For those who may scoff at the concept that this rationale and rhetoric is no longer in place, or never was — you haven’t read enough.  I have.
  • Read my blog, or read some of the references to that HMRF material on the blog, or search it out yourself and actually read the rationalizations, presented before Congress, in Schools of Social Work, in TANF-related workshops, at fatherhood.gov, or elsewhere.  The texts are sometimes sickening, (repetitive, poorly written and less than “proved” in any logical arguments) to read– yet worse if unread, leaving one less informed on “what just happened there?” And “who IS this country I live in?”  How does a felony become a family dispute?  How does something which could’ve been discouraged by fines up to $10,000 in fact result in (at least) $10,000 in rewards for the commission?
  • SOMETHING is going on IF there is a sound justice system.  For what social, national, or public benefit are women being forced homeless through family court litigation, but somehow not informed by those advocating for them (at the institutional OR nonprofit advocacy levels) about the federal incentives, and the big-name tax-exempt foundations — including MacArthur and Casey Family Programs — who jumped on board the same funding platforms, if not with others (like FORD foundation) inciting it in the first place?

Let’s actually look up those tax returns, of those who seek to change government through unelected means, and stop just repeating stories from mainstream media, picking Side A or Side B, OK?


But, while I’m here on those subcontractors, and the ONLY one (besides the custodian bank — see image above) which had been in Babson Capital Management, LLC) based in the US — well, guess what.  They merged out under a brand name which had been based in London — “Barings.”

The new firm made from former “MassMutual” affiliates now has over $275 billion AUM (Assets Under Management).  While it’s based in Charlotte, NC, it is still an international brand, primary focus is NOT the USA but Asia..

A “tinyurl” is also on one of the two above images (I think), but there was no room for these key points:  Here’s the 12/29/2016 (recent enough for you?) announcement at BizJournals.com:

YEAR IN REVIEW 2016
Charlotte’s Newsmakers in 2016: Tom Finke unfurls new Barings banner on a global scale by Hillary Burns, staff writer for the Charlotte Business Journal.

Chairman and CEO of Barings | Dec 29, 2016, 5:37pm EST| INDUSTRIES & TAGS

Tom Finke, former chairman and CEO of Babson Capital, spent 2016 orchestrating the integration of four MassMutual affiliates under one international brand. Barings, the newly formed company, now calls Charlotte home. | Finke, chairman and CEO of Barings, says he knew 2016 would be a milestone year for the firm. [2 paras combined]

Babson Capital Management LLC and its subsidiaries, Cornerstone Real Estate Advisers LLC and Wood Creek Capital Management LLC, announced in March they would merge with London-based Barings.

Finke and his colleagues spent the summer branding the new firm under the Barings name. He says the decision to merge the firms spurred from institutional investors looking for fewer managers with broader capabilities. They chose the Barings name because it has been around for 250 years and the brand is well known in Asia, a major market for the combined firm.

Barings now keeps 240 employees in Charlotte and 1,500 more spread across the world. The firm has $275 billion in assets under management with 41 offices in 17 countries.

Finke and his team revealed the new brand in September. Signage and logos changed across the world all in one weekend.

“It was an example of the coordination it takes,” Finke says

This is a private equity firm. If you’re not an investor, how would you know where those assets were invested, specifically? Or, relatively speaking?


In a related article (earlier — Sept. 16, 2016 same publication, same Staff writer Hillary Burns) we learn that Babson Capital (now ‘Barings’) was ready to settle in on its own office tower with leaseable space, and a built-in hotel.  Isn’t it nice to know that MacArthur Foundation (same year) who seeks to “consolidate” (or at least coordinated the standardization of) justice models in the USA, helped this company buy real estate and consolidate its own global operations based in Charlotte, NC?

Anyhow who has been following the HMRF funds through TAGGS.hhs.gov and is aware of one of the major grantees, ICF International (mis-spelled at TaGGS just in case some were watching??), public resources also helped this company go global over the many years of its existence contracting with the federal government.  See the “About” page (or search, this blog).  So this is NOT really new territory; this time it’s just a major tax-exempt foundation “helping out the little guys and vulnerable youth” inbetween its own international investments and contract(ors):

(see better photo of tower under construction at article site)

Babson Capital, now Barings, broke ground on a new office tower in uptown Charlotte in late 2014. 9/16/2016 by Hillary Burns Staff writer (financial and banking), Charlotte Journal

The project sits on a 1.6-acre site near the corner of South Tryon and Third streets. The 25-floor building will include 630,000 leasable square feet of office space and is slated to open next summer. A 17-story, 216-room Kimpton Hotel is also part of the project.

The tower is being developed as a joint venture between Spectrum Properties and Cornerstone Real Estate Advisers, now part of Barings.

“We are anxious to get in the new building, we need the space,” says Tom Finke, Barings chairman and CEO.


NEWSMAKER: How he’s putting Barings on the map


Finke believes Barings is building a landmark in the Queen City.

“It’s one of the last few pieces of property right there in the heart of Charlotte that can be fully developed,” Finke says. “We knew it was going to be important to have the right components. I’m very excited about it to tell you the truth because we want it to be more than a place people come and go.”

The new lobby will feature an urban garden, for example. “We want to pull people into the lobby, not just pass through it,” Finke says.

Barings will occupy the top eight floors of the tower. Finke says their new office space will feature open floor plans and collaborative areas. (etc.).

 

 

 

 

 


The title (and shortlink) here is BASSC (1987), CalSWEC(1990), PCWTA (1996?), CFPIC(2003)…How Many Acronyms, and Foundations (Zellerbach, Ford et al.)  in this Global Child Welfare Village, and why did the California Components of the CalSWEC Public/Private Partnership draw its Core Curriculum Competency Model from a funky, and not-quite-honestly -reporting (1979-formed) trio of Ohio nonprofits?

It started with simply illustrating “NCCD” and finding this conference (now past):

http://conference.nccdglobal.org/home (the Speakers are listed below on same link -- over 100)

http://conference.nccdglobal.org/home
(the Speakers are listed below on same link — over 100)

We are excited to announce that on October 4–6, 2016, NCCD will host our Conference on Children, Youth, and Families in Orange County, California. This year’s theme is “Creating Solutions.” Join us to learn from and talk with NCCD research and program staff, as well as child welfare, juvenile justice, and adult protection workers, administrators, and advocates from around the country. This conference is a must-attend event for those who are looking to improve practices in these fields and create system change. Highlights include the presentation of the 2016 Distinguished Achievement Award to the creators of “Making a Murderer” and a screening of the Fusion documentary “Prison Kids.” Dr. William C. Bell, President and CEO of Casey Family Programs, will deliver the opening keynote address.

Ah yes, Casey Family Programs.  Their tax returns:

ORGANIZATION NAME ST YR Form PP TOTAL ASSETS EIN
Casey Family Programs WA 2014 990PF 47 $2,244,074,790.00 91-0793881
Casey Family Programs WA 2013 990PF 69 $2,241,900,641.00 91-0793881
Casey Family Programs WA 2012 990PF 76 $2,061,764,408.00 91-0793881

Website Casey.org shows they came from UPS Wealth, this one was established in 1966, and they are actually serious in presenting themselves as those who will be preventing the need for foster care.  They have NINE field offices around the country, and they pay their President/CEO, and Board of Directors well beyond “well” as I’ll show here, pretty soon.

Casey Family Programs provides strategic consulting to child welfare systems and community partners in all 50 states, the District of Columbia and Puerto Rico. We maintain offices in Arizona, California, Colorado, District of Columbia, Georgia, Idaho, New York, Texas and Washington and are headquartered in Seattle.

Unfortunately, en rte to doing this, and with their other family wealth, “baked into” the formula is of course, more federal funding for so-called “preventive services” AND an UNhealthy dose (not advertised so openly on this website) of pushing patriarchy, across-the-board (system-wide).

Considering that it was only 1965 when Daniel Moynihan sprang his famous (or INfamous, to some)The Negro Family: A Case for National Action” {<=that USDOL url mis-spells the word “moynihan” as “meynihan.”  Look at your typewriter keyboard and ask how that happened (“o” right hand, “e” left hand”) characterizing “female-headed households” aka, matriarchy, as  pathological (Ch. III, “The Root of the Problem; Ch. IV Typology of Pathology,”) because that’s just not how we do things in the US,soI’m not too surprised that Jim Casey (came to major success and wealth, fatherless) identifies with the themes of Daniel Moynihan (grew up poor, moved often, and did I mention, fatherless — his father abandoned the family; came eventually (by the 1990s) to be considered one of the most powerful voices (Senators) on Capital Hill.

Proof positive (???) that father-absent households are recipes for disaster, in the Child Welfare System as well as in divorce and custody and within social services, and for good measure, the juvenile justice systems.    Practically speaking, the theme of “let’s go back to the way things we were” has BROAD appeal to the existing power base (as of the 1960s, it did have demographic including gender characteristics, let’s be honest), but in presenting that “Case for National Action” the future Senator Moynihan was also, quoting sociologists and an anthropologist (Margaret Mead!) from the 1940s and 50s), reasoning for creating the MEANS to push government policy one way or another, i.e., leverage from the private sector.

Casey Family Programs is (the name has a plural, but the organization is ONE entity) of course, coordinated with other major foundations in similar purpose, too; this includes pushing the familiar themes of protecting vulnerable children and children in foster care (as main program label) while being not quite so “in your face” on their main websites about ALSO pushing “responsible fatherhood / marriage” as well, and the grant system / infrastructure that accompanies it. Only by paying attention to the networks, and their rhetoric, and of course the finances, does the (hypocrisy of significant concern for the poor and vulnerable of any race or gender) become evident.


“WHO WE ARE” (Note, I’m adding this info from the website, viewing it actually for the first time, after weeks of looking at some of the tax returns on and off, once I saw “Casey Family Programs” as a sponsor of that NCCD conference above). Naturally with this kind of resources, over a 50-year period, one can have an elegant-looking and well-developed website, graphics, color themes, and more.

I note that despite a Board including many directors, highly qualified and both male and female, I’m sure, the readers are directed above all to view only the Chair and CEO, a.k.a., an older, experienced white man and a younger black man.  If you disagree with my characterization as to age and race, or wish to fault me for pointing it out, well — that’s your problem.  Pictures are worth a thousand words, and that is the picture emblazoned with “WHO WE ARE” and a page which, on its main section, list primary these two:  http://www.casey.org/leadership/ (this bio blurb, unlike the one from “Stoneleigh Foundation” I quoted below, gives more dates with Dr. Bell, and notes that he was at one point ALSO board of trustees for National Council on Crime and Delinquency.)

screen-shot-2017-01-02-at-8-39-18-pm


screen-shot-2017-01-02-at-8-26-48-pm

The 2014 return (top row) under “Other Professional Fees” schedule reveals payment to NCCD.  Explained below the two images (and some, on the annotations on images):

casey family programs Other Professional Fees (p1 of 2 annotated) <==click for fullsized Pt.1/2caseyfamprograms-efile-ein910793881-ty2014-%22other-professl-fees-altrinsic-johnson-intl-eq-schedule-pt12-scrnshot-2016dec223-09pm

casey family programs Other Professional Fees (p1 of 2 annotated,-incl-tail-end-of-investmt-section-shows-to-nccd-145k-child-trauma-academy-et-al<==click for Pt.2/2 image below left.

caseyfamilyprograms-fyrcalyr2014-attachmt-other-professl-fees-pt22-incl-tail-end-of-investmt-section-shows-to-nccd-145k-child-trauma-academy-et-al-scrnshot-2016dec22310pm


This organization is a whole operation unto itself (“a thing to behold”…).  Although the year pre-dates the conference, I showed under two parts (this carries through for most years) that a lot of what Casey calls “Direct Charitable Disbursements” is going to one of its major priorities — investment managers.  This is also reflected in how many investment subcontractors they show, AND how much they are paid, including the one that’s custodian of their assets, i.e., BNY-Mellon in NYC.  Which will show up on the first image.  NCCD shows up on the second one.  SO, in the process of making the world better for impoverished and vulnerable children (and fathers, and black males in particular — similar to Open Society Foundations priorities), it is also benefitting the financial community, “big time” as well as those in software and technology, something NCCD has a considerable interest in also — data-driven decision making for public institutions, etc.

 

 

Did you know that Casey Family Programs as an organization is claiming to have “youth in its direct care” and “collaborates” with foster, adoptive and kinship parents to provide safe loving homes for them.”  (The amount listed referencing that was only $37K “Miscellaneous Income,” which is less than a spit in the wind compared to the size of its other operations.)

It’s indeed an interesting organization, and I am dealing (reviewing tax returns) on it separately, but one thing is immediately clear — if they need contributions from anywhere, perhaps it might be to retain tax-exempt status, without which the hundreds of millions of investment income might have major corporate taxes due.  And they are taking contributions from government entities in California, Idaho (Controller), and Arizona, and I did see one (2011?), even their home state.

Along the way, they wish to also run the foster care system (and juvenile justice, and others — including divorce and custody courts apparently, as promotion of marriage/fatherhood — along with Annie E. Casey Foundation (same family line, UPS wealth originally) — seems to come up.

And Dr. Bell’s salary, over the last few years shows he must be quite an asset — although their main assets and income is from investments held.  From 2011 ($695K + benefits) to 2014 (over $1M + benefits), it outclasses all other directors who are paid (most of those years) “merely” between $100K & $200K.  Then again, on closer look, I see, for only about 15 hrs/week!

This bio blurb at Stoneleigh Foundation references Dr. Bell’s many awards, prior employment (a lot seems to have been in New York City ACS or HRSA) and academic qualifications:

Dr. Bell earned his PhD in social welfare [at Hunter??] and his MSW at Hunter College. He received a bachelor’s in biology and behavioral science degree from Delta State University.

“A bit about Stoneleigh” .

The Stoneleigh Foundation is in Philadelphia, and has similar purposes, certain founders, and is being funded by John C. Haas and (the estate of another Haas) and passing the grants through.  It is focusing on sponsoring “fellows,” was formed in 2006 (earliest tax return I found easily was 2008), and I also see a grant to the National Council on Crime and Delinquency, as well as research grants to some of the organizations (Vera Institute of Justice) found as speakers on the conference.   I didn’t see Wm. C. Bell’s name (on the few tax returns (or website) I scanned, however the bio blurb above is definitely from that website:

“A bit about Stoneleigh” section shows where the money came from (Global chemicals industry, 2nd generation heirs of the founder of the William Penn Foundation [1945ff] in Philadelphia) and a near-perfect alignment with the goals of the famous Casey Foundation, Annie E. Casey Foundation, and MacArthur Foundation specifically “Models for Change.” As part of the corresponding “political correctness” of interest in the welfare of minorities, there is an ongoing support since the 1960s of the OIC (Opportunities for Industrialization) business model. I looked it up (not for the first time on this blog — it overlaps with fields affecting the family courts, i.e., fathers’ rights) and discovered a number of related, and hemorrhaging NEGATIVE capital associated with Mini-Malls tax returns, some famous personalities in the civil rights movement, and a resource center on the political purposes of the founder (Rev. Leon H. Sullivan) at Emory University, including the purpose of targeting U.S. Corporations to divest in South Africa because of Apartheid, and current connections (fund-raising events included) referencing individuals from the “extractive industries” (i.e., including Oil, Gold) in Ghana, plus USAID involvement. That’s fine — but then how can those tax returns back in Phillie be explained? And would such borrowing from debt to pay down debt — but spreading that reality out among different business entities run by the same people — have taken place without the Haas family and others’ need for political correctness post-Civil Rights act?I don’t know, am still looking and moving what I found so far off-post! When there is a post title and genuine likeliness of getting it published (on this blog), I’ll add it here.

(Search Again)

ORGANIZATION NAME ST YR Form PP TOTAL ASSETS EIN
Stoneleigh Foundation PA 2015 990PF 29 $84,947,921.00 37-1526458
Stoneleigh Foundation PA 2014 990PF 30 $84,147,193.00 37-1526458
Stoneleigh Foundation PA 2013 990PF 33 $82,650,774.00 37-1526458

The Fiscal Year starts Dec.1… So top row = FYr2014. For example (Tax return details showing entity general fiscal strategy):

Pt.1 page 1 Summary:Contributions, $2,529,514.

Distributions, MUCH less: (Grants), $508,736.  With other overhead (employees, pension plan, occupancy, taxes, legal fees, professional fees, $23K conferences), Revs – Expenses this year (Line 25, Column b) was a profit of $2.3M. So, that is a practice of gradually accumulating assets. Or maybe not so gradually….

For Form 990PFs, the Total Assets at end of year is shown on P.1 header “I.” (with a note where in the return’s details that # comes from).  (Form 990s, it’s on the bottom of page 1, in two columns, “Prior year” and “Current,” two different numbers).  Stoneleigh’s Header “I” shows:

“Fair Market Value of all assets at end of year (from Part II, col. ©,Line 16)….  $84,947,921

Note: Total assets of $84.9M — the Balance Sheet (Assets & Liabilities) classifies $70,000,000 of this as “Pledged grants” and under liabilities, most of that “Restricted.”  The source is pretty stable — look at the website or the Schedule B (towards the end of most returns) to see why.

Where this family’s sponsored charitable activities crossed the “OIC (Opportunities for Industrialization Centers of America” and “International” as a business model, and Rev. Leon H. Sullivan of Zion Baptist Church’s pushing to end South American apartheid by targeting U.S. Corporations, while also starting employment training classes in jail — while the sponsoring foundation/s ALSO pushing for alignment with the so-called progressive MacArthur Foundation “Models for Change” purposes, aligning with tax-exempt foundations along those lines….

… and “responsible fatherhood” the politically correct (vs. the overtly racist alternate approach) still targets the theme of keeping patriarchy in place, which hurts women in a culture which proclaims it’s fair, democratic, and legally representative of at least its own voting citizens…

This alignment is a major issue I have started to explore again (aka “investigate” a.k.a. align the public relations with the related tax returns) — but separately, here:

Global Chemical Wealth Strategizing in Tax-Exempts for the Global Good?  A Models-for-Change-aligned Foundation in Phillie and its local and global projects — A bit about Stoneleigh (2006ff) Wm. Penn (1945ff), the OIC model (1968ff), Extractive Industries in Ghana, and the fate of Mini-Malls vis-a-vis OPEC status.




Returning to Wm. C. Bell, PhD’s second (MSW) alma mater:

Hunter College.  I know this is well-known, however, from its “About” page:

An Urban Leader in Affordable Higher Education

Hunter College, located in the heart of Manhattan, is the largest college in the City University of New York (CUNY). Founded in 1870, it is also one of the oldest public colleges in the country. More than 23,000 students currently attend Hunter, pursuing undergraduate and graduate degrees in more than 170 areas of study. …

Hunter’s student body is as diverse as New York City itself. For more than 140 years, Hunter has provided educational opportunities for women and minorities, and today, students from every walk of life and every corner of the world attend Hunter….

In addition to offering a multitude of academic programs in its prestigious School of Arts and Sciences, Hunter offers a wide breadth of programs in its preeminent Schools of EducationNursingSocial WorkHealth Professions and Urban Public Health.

Hunter offers master’s programs in nursing, nutrition, biomedical laboratory management, accounting, education, speech-language pathology and all the liberal arts, plus a number of accelerated and advanced certificate programs….

Hunter became a PhD-granting institution in 2008, when it was authorized to offer, jointly with the CUNY Graduate Center, doctoral degrees in biology, biochemistry, and physics. Hunter is also home to world-renowned research centers, including the Center for Translational and Basic Research (CTBR)the Center for Puerto Rican Studies (Centro), and the Brookdale Center for Healthy Aging and Longevity.

Hunter students are strongly committed to higher education. More than half hold jobs and more than a third are the first in their families to attend college, and despite the challenges they face, their level of academic achievement is extremely high. Many go on to top professional and graduate programs, winning Fulbright scholarships, Mellon fellowships, National Institutes of Health grants, and other distinguished honors…

Speaking from the White House on January 9, 2014, as he honored a Hunter student who had overcome adversity and demonstrated great academic achievement, President Barack Obama called Hunter “one of the best colleges in the country.

Pardon me for looking closer, but this Plenary Conference speaker for the NCCD conference is receiving a million-dollar (plus benefits) salary from the (two-plus) billion-dollar-assets entity Casey Family Programs, and Casey Family Programs (check Sched. B on any of the returns provided) is taking thousands of dollars (year after year) from county-based public agencies, a state–level department (Arizona), the Controller’s office in Idaho, and at times even from the entity’s home state of Washington.   So,  where and when Casey Family Programs’ current CEO and President got his PhD in social welfare came from, as well as the academic background (which often sets course for a lifetime career), I feel is relevant. It’s already clear there is a revolving or overlapping professional history as either public civil servant (NYC) and foundation executive.

Hunter College’s Silberman School of Social Welfare, recent anti-oppression (the 11th annual under this series) conference:

bell-wmc-alma-mater-msw-and-phd-in-social-welfare-hunter-college-cuny-liberation-based-healing-conference-by-silberman-school-of-social-work-screen-shot-2017-01-02-at-5-18-29-pm <==bell-wmc-alma-mater-msw-and-phd-in-social-welfare-hunter-college-cuny-liberation-based-healing-conference-by-silberman-school-of-social-work-screenshot-2017-01-02-at-5-18pm

 

 

Recent screenshots from the SSSW show the emphasis is on “Social Change“:

screen-shot-2017-01-02-at-5-42-53-pmscreen-shot-2017-01-02-at-5-43-16-pm

(Looks like the degree is granted from the “Graduate Center” at the CUNY, not directly from the School of Social Work, which may explain the sort of oblique (odd) wording in the bio blurb above). Most photos of (graduates) seem to be of women.


“The Ph.D. Program in Social Welfare is guided by the past achievements and future aspirations of the human services professions. On one hand, we remain committed to social work’s historic role in developing effective change strategies at the individual, agency, community, national, and international levels. On the other hand, the Program strives to produce scholars who are expert in using research to answer leading edge, practice-relevant questions of the future. As a result, our graduates successfully compete for academic positions in public and private universities and occupy influential positions in social service agencies and foundations. Read recent news from our faculty, students, and alumni.”

Evidently so, judging by this example!

 

 

 

 

 

 

Delta State U is in Cleveland, Mississippi.

Acknowledging its beginnings as a teacher’s college, the University sustains excellence in teacher education while continuing to expand offerings in traditional as well as unique programs of study. From the core disciplines such as arts, humanities, and sciences, to unique programs such as Commercial Aviation, the Delta Music Institute, and the nationally-recognized Geospatial Information Technology program, the University is committed to meeting the evolving needs of the students it serves….

]www.deltastate.edu/about (one of 4 home page banners)www.deltastate.edu/about (one of 4 home page banners) ===>

Delta State has a student to teacher ratio of 11:1, significantly smaller than other universities in the state. We also offer a mix of traditional and online classes giving students to take classes that fit their schedule best….Delta State University is more affordable than other regional institutions. Delta State offers financial assistance and student employment. Plus, there are $0 out-of-state fees!…

Delta State is actively involved in providing programs that train leaders for the twenty-first century. Through partnerships with the Kellogg Foundation, Delta Council, the Delta Regional Authority, and other Delta organizations committed to advancement in the region, the University is confident it can make a difference in the quality and training of the leaders who will serve on behalf of future generations.

caseyfamprogr-yr2014-990pf-pt-viii-officersdir-etc-pay-showing-181k-for-15hr-wk-wm-cbell-10428762017-01-02-at-12-44pm

To see all the commentary (and full-sized image) Click Here. This is for Year 2014.

 

Major priority seems to be the investment managers (mostly East Coast — BNY-Mellon in NY, another in Connecticut, sometimes one in Boston, I did see one in Washington).   With the level of income generated from the investments held, the private operating foundation status ensures it’s not going to be overly taxed, and “Youth and Family” seems to be the chosen focus.  Just a few images from the Form 990PFs:

bell-wm-c-phd-pres/ceo-salary-$695k+ $45k-benefits-caseyfamilyprograms-yr2011 (?), over 4X another director's

bell-wm-c-phd-pres/ceo-salary-$695k+ $45k-benefits-casey family programs-yr2011 (?), over 4X another director’s

bell-wm-c-phd-presceo-caseyfamprograms-seattlewa-salary-746817-benefits-47k-2017-01-02-at-12-53-pm

Click HERE to see full size and with (image doesn’t display) additional comments, yellow highlit.  Salary is $746K

bell-wm-c-phd-presceo-caseyfamprograms-yr-salary-11m-benefits-496k-screenshot-2017-01-02pm

Click HERE to see full size image with light-blue comments. This shows salary of $1.1M plus benefits, a significant increase from just a few years ago.

 

The [NCCD] conference offers innovative workshop sessions in six tracks, as well as three engaging pre-conference sessions. Every day includes built-in opportunities for networking and socializing. Plus, the vibrant southern California setting provides plenty of options for relaxation or fun when the day is done! Our advisory committee includes Orange County Social Services Agency, California Social Work Education Center (CalSWEC), Child Welfare Services of San Diego County, Bay Area Academy, Central California Training Academy, Public Child Welfare Training Academy, and Riverside County Department of Public Social Services. Conference schedule and presenters are subject to change. Conference sessions are off the record. Press are welcome for background purposes. To schedule an interview, contact Erin Hanusa at (608) 886-5249 or ehanusa@nccdglobal.org The registration rate is $475. Pre-conference sessions are priced separately.


It goes with this post published in the final minutes (my time zone) of 2016: Consulting, Training and Program Development for Public Child Welfare and Child Protection Organizations to Promote Safety, Permanency and Well Being for Abused, Neglected, and Sexually Abused Children”(Or, “A Tale of 3 Ohio Nonprofits basically run by a Board of 1 man, 1 woman, + the Perpetual-Motion Grants Recycling Operation, 1980-2016”)“, which title contrasts the tax-return self-description with my impressions after reading tax return of this organization, two related organizations (and a good deal of an outdated website not mentioning 1 of the three related entities).  There may be more.  For short, this post deals with “The California Components” connecting with the National Council on Crime and Delinquency (“NCCD”) October 2016 conference; these components were found under “Advisory Committee” of the same.

At first (click link next to image to read comments) I figured that the “Academy” mentioned might be a nonprofit.  As this post shows, and I quickly found out by following up first on “CalSWEC,” it was not.  However, other involved nonprofit associations keep showing up, as you will find when I discuss “CFPIC” ‘s related entities and some of the history pages (1990-2000) of “CalSWEC.”  

website-nccd-nccd-2016-ccyf-conferenceadvisory-committee-7-links-in-cal-incl-calswec-2016dec19pm-png

nccd-2016-ccyf-conferenceadvisory-committee-7-links-in-cal-incl-calswec-heavily-annotated-2016dec19pm

http://conference.nccdglobal.org

IN THIS PROJECT and BLOGGING THEME:

I am reporting, creating and annotating images, quoting (and formatting quotes as best can), and considering in hindsight where this information dovetails with past two-and-a-half decades I’ve experienced in California, as well as the past now almost eight years spent investigating and blogging topics such as federal grants affecting the family courts, court-connected corporations, behaviors and operational practices of domestic violence advocacy organizations — and fathers’ rights groups, both of which function in public/private partnerships making sure NOT to “tell all” they know while exposing their respective favorite matters, and creating self-reporting histories of the movement.

So this segment further explores the “California Components” of the process of (inter)nationalizing the training of child welfare workers under multiple organization names.

Patience will be required (to lay out pieces of evidence) about such an extensive network.  However, the network I’d like to present a clearer picture (and understand) myself is where public resources are being spent, and why is it that the social services sector is being beefed up without appropriate monitoring outside those involved n promoting that beefing up of it?

POINTERS in REVIEWING MULTIPLE ORGANIZATIONS WITHIN THE NETWORK: FUNCTIONAL LABELS, A TIMELINE, AND AT LEAST SOME AWARENESS OF MAJOR FEDERAL DEPARTMENTS, AND CHANGES IN LEGISLATION AFFECTING THEIR PURPOSES.  (This section different color and font, to scroll past it faster if already known. These are things I attempt to keep in mind while reading, and where I do not have a functional label for some new term, such as the ones listed in the title above, I seek it out.  It’s in that extra step of “seeking it out” I often discover the most, often where such information has been buried. Probably intentionally.  It’s part of the overall “caste system” operational in this country.).

Please attempt when reading to keep a mental awareness of:  the KIND of entity (whether [1] a university (here, schools of social welfare intent on professionalizing the training of social workers), or [2] a nonprofit, or [3] a public, county agency, or a state department, or a federal agency), and throughout, [4] geography (legal domicile by state or territory, or outside the US States and Territories),** and overall, a sense of the timeline:  I think in terms of decades, as tied to major changes in federal policies in the “human services” or “poverty abatement” arenas.

  • **Although it’s not a “legal domicile” issue, California being so long on the West Coast, there is a definite “Northern Cal” and “Southern Cal” different power hubs, some of this focused on its major seaports (i.e., from S to North, San Diego, Los Angeles, San Francisco/Oakland).

Keep straight mentally at all times whether you are viewing or reading material from EITHER a PROGRAM/PROJECT or a DISTINCT BUSINESS or GOVERNMENT ENTITY (and which of those two), as well as where there’s a start date, what year it was.

Throughout the multiple names and acronyms that will come up, which are also convenient language for those within the network to use as handles, and for selling it to the public or private entities involved where necessary  In keeping this straight, there may not be much help from the various websites. Categories are important; they help memory, and memory is important to understanding — including understanding where public resources are being directed or, re-directed.

Major changes in federal policy or legislation also helpful.

Remember that in the US, The Department of HEW, [“Health, Education, and Welfare“] which has its own history, SPLIT in 1980 (enabled by the Reorganization Act which existed up until about then, allowing Presidents to present Congress a reorganization of the Executive Branch plan), resulting in a separate “Department of Education” from the “Department of Health and Human Services.”  We are now in an era when, each of these having separately expanded, significantly, the move is to re-consolidate functions — i.e., turn schools in to HHS referral centers (“Communities in Schools”) and combining at times HUD as well. In 1991, the HHS created the Operating Division of “Administration of Children and Families’ (HHS/ACF).

The administration of Social Security Act of 1934 (revised 1996 and some thereafter) right now is as I understand it under the domain of HHS.

Under university, whether it’s public or private is always important to distinguish, however I think most involved here are actually public state-wide university systems, whether “San Diego State” or University of California-Berkeley.)



California Components by Association are Condoning the Ohio Behavior.  Perhaps both should be looked at more closely.

I also discovered through a conference involving those 3 Ohio Nonprofits a network within California which I will continue to follow up on, based at University of California-Berkeley (in good part), as exemplified shortlinks such as “CalSWEC.berkeley.edu“| a “CalSWEC @ 25, “Past, Present and Future” sort of “annual report” with introductory letter from Jeffrey L. Edleson (presently Dean of the School of Social Welfare), whom I have blogged in his role as co-author of the 1999 “Greenbook” which led to the NCJFCJ /FVPF (Family Violence Prevention Fund, now “Futures without Violence,” a California org.) Greenbook Initiative, and an eight?-year pilot program Guidelines for Intervention on Child Maltreatment and Domestic Violence.  This intersects with heavily with HOW domestic violence is going to be framed — is it to be treated as a pathology, a social disease, and the “solution” ordering more therapies and treatments, such as batterers intervention programs, seeking to promote behavioral change and allegedly to “prevent” it?

screen-shot-2016-12-31-at-2-11-23-pm

Another California name, conference participant along with one of the Ohio players, has the acronym “PCWTA” for Public Child Welfare Training Academy — based at San Diego State University. (PCWTA uses CalSWEC curriculum).

First, CalSWEC:

CalSWEC was formed in 1990.  I provided the link.  Here’s a paragraph from it:

“Hosted by the University of California, BerkeleySchool of Social Welfare, CalSWEC was created in 1990 by a partnership of social work educators and practitioners dedicated to developing a professional social service workforce to effectively serve California’s diverse population. (Read more about CalSWEC’s history.)”

The coalition initially focused on public child welfare but in recent years has broadened its scope to include the fields of mental/behavioral health and aging.

TYPICAL — get started, the expand subject areas involved.  Notice the focus on MENTAl/BEHAVIORAL HEALTH.

Here’s another image from the main CalSWEC website  (Click to view full-size; but links not active)
calswec-%22descrptn-history%22-snapshot-2016-12-31-at-2-20pm

<== On this website, I clicked on the “Our First Decade Link” shown at the bottom for the 1990-2000 report. To point out a few things from it:

Cover page immediately reveals public AND private funding.

“Funded by the Zellerbach Family Fund, the California Department of Social Services, and the Children’s Bureau, Administration for Children and Families, U.S. Department of Health and Human Services.**”

**(Public/Private, and the Public is both State and Federal (maybe pass-through).

Two points mainly:  That even this report is a public-private project, and that (per this) despite increasing numbers of social workers enrolled in graduate programs, most (as late as the 1990s!) were still heading into psychotherapy, and had to be persuaded (and sponsoring money to be found) to go into social services.  Quoting from either the “25 years” or the “first decade” documents:

Quoting from page 6, but I sure hope readers also review the page before, which references “the dismantling of the welfare state” as a bad thing, and commentary about public services being used as “tools to regulate the poor.”  (In my personal experience and awareness, that label should still apply!).  Please keep in mind that I am now, at the end of 2016, reading from something put together 16 years ago of which I just became aware ONE WEEK ago!:

http://calswec.berkeley.edu/sites/default/files/uploads/10year_rpt.pdf

Affirming the Commitment to Public Social Services

When Dr. Harry Specht became dean of the School of Social Welfare at the University of California, Berkeley in 1977, only one of some 200 students in the school’s Master of Social Work (MSW) program was doing field work in a public social service agency. Most were training to be clinicians, many of them intending to become private practitioners of psychotherapy. Moreover, county social service agencies were suspicious of schools of social work, seeing little connection between their needs and what was being taught in the graduate programs. Dean Specht and the teaching staff set out to change that course by revising the school’s mission, which became the following: to produce professionals for careers in the publicly supported services and to serve deprived populations. …

The Birth of CalSWEC 

Dean Specht took his vision—to advance social work’s commitment to the poor and the services upon which they depended—to a larger audience. He found support in Zellerbach Family Fund Executive Director Edward Nathan, a former field director at UC Berkeley’s School of Social Welfare. Together, they drew upon the Bay Area’s county social services agencies and the local graduate schools of social work to form a coalition focused on the improvement of |(fr. bottom of p.6, top of 7)| services and enhanced inter-county collaboration. The result was the Bay Area Social Services Consortium, or BASSC, which took shape in 1987 with a series of Zellerbach Family Fund-sponsored conferences, the first of which focused on medically fragile babies.

BASSC was initially composed of seven county departments of social services, Dean Specht, and Mr. Nathan. Within a year, however, it had expanded to include nine county departments and three Bay Area schools of social work. This collaboration and other efforts in the state created a relationship between the deans and directors of the schools and county social service managers that resulted in a shared understanding about problems in education and staffing.

On the heels of BASSC’s success and with the help of the California Chapter of the National Association of Social Workers (NASW), the collaboration was extended to all of the state’s 58 social service departments through the County Welfare Directors Association (CWDA), and the state’s ten graduate schools of social work: UC Berkeley, the University of California, Los Angeles (UCLA), the University of Southern California, and the California State University (CSU) campuses at Fresno, Long Beach, Sacramento, San Bernardino, San Diego, San Francisco, and San Jose.

In a groundbreaking move that demonstrated their good faith, the deans and directors of the schools unanimously adopted the following common mission statement in November 1989: (click on website to read).

Notice that the classic example of a private association — actually two of them (CWDA and NASW) representing civil servants in positions of authority over families and children, in certain situations, and having influence probably over funding, with County Welfare Directors Association, was the avenue through which to expand BASCC.  Programs travel network when networks are already in place to hook up with!

The schools of social work are public institutions (taxpayer supported). So are the county departments of social services (taxpayer supported).  Tax-exemption is a public benefit, and the associations are operating tax-exempt (and I saw, CWDA also exempt from filing its returns — that also means identifying its public (govt) grants on Forms RRF — within California.  Bookmark / make a note, it comes up later under “Strategic Alliance formed” in 2011, below.

Keeping in mind, if possible, the variety of players, a timeline, and (this all still being primarily state-wide, CALIFORNIA, being described), let’s go to page 26 in this same document, I’d call that somewhat “buried” information.  In fact it was buried in the middle of a paragraph with no further explanation of who or what was mentioned.  I’ll start at the bottom of Page 12, where “CalSWEC” is searching for a core curriculum to train its MSWs for public services:

Advancing the Education of MSWs for Public Child Welfare Work

Early on, the Curriculum Committee of CalSWEC’s Board of Directors undertook responsibility for the development of a curriculum that the graduate schools of social work would use to ensure the sound education of competent child welfare workers. The committee, composed of social work faculty and county |(fr. p12 bottom to p13 top| social services representatives, had the additional benefit of a 28-member advisory panel drawn from child welfare experts in the schools and voluntary and public child welfare agencies around California. The draft of the core curriculum competencies consisted of 126 possible objectives, drawn primarily from Ohio’s Institute for Human Services, that were to be used by the schools of social work. A result of more than a year’s work, the comprehensive list included 76 competencies organized in the following categories: ethnic sensitive practice; social work skills; core child welfare skills; human development and behavior; workplace management; and child welfare policy, administration, and evaluation …

Why, Ohio’s Institute for Human Services? ??? We are not told.  Some personal connections?

By 1996 (the year of Welfare Reform, again….), and “CDSS” in the next statement refers to California Department of Social Services…”Here come the Academies” using, presumably the competencies as “drawn primarily from” an  Ohio nonprofit formed in 1979, and having been run primarily by (see below) Judith S. Rycus and Ronald C. Hughes, who, in hindsight (and as I was looking this up) had also published a curriculum or “Field Guide” in several volumes.

In 1996, through a contract with the CDSS, CalSWEC initiated the California Public Social Services Training Academies project to provide in-service training and education for agency staff, as well as to support and increase staff retention, in all California counties. It subcontracts with three of the five regional academies: the Bay Area Academy, Central California Public Social Services Training Academy, and Public Child Welfare Training Academy, Southern Region. The remaining two academies are the Northern Child Welfare Training Academy of the UC Davis Extension and the Inter-University Consortium in Los Angeles.

That is a close parallel to those who were on the “Advisory Committee” to the NCCD Conference — see annotated image of a little girl, above.

ZELLERBACH FACTOIDS: INSIDE THIS BOX:  QUICK FACTS (from basically org. website and a tax return)

Zellerbach Foundation (Inset Box FYI for non-Northern California readers who may not know much about this well-known family name in the SF Bay Area. I also learned more about its relationship with UCBerkeley and of course, got a reading on “size” and (always notice) its spread of investments (Govt, Corporate, Other Investments, Other Assets):

They are known for sponsoring “Cal Performances” (both for adults and for school children.  I have attended both types of concerts, with my children when the lived with me).  From the 2015 Grants data (which I suggest people review).  UCBerkeley/Regents is the fiscal sponsor of Cal Performances.  In general, (see pie chart below) their arts funding is spread to grants typically well under $10K (often under $5K) unless “fiscal sponsor” agencies are counted.

zellerbach-family-foundation-zfforg-990pf-2015-over-half-its-%22arts%22-funds-sub-total-%22promoting-culture%22-mostly-went-to-cal-performances-%e2%84%85-regents-ucberkeley-2016-12-31

Fragment from Grants Detail showing a Sub-total sector. I don’t know that the subtotals on the IRS return are a close match to the piechart, and only speak for general comparisons.

zellerbach-family-foundation-zfforg-990pf-2015-over-half-its-%22arts%22-funds-sub-total-%22promoting-culture%22-mostly-went-to-cal-performances-%e2%84%85-regents-ucberkeley-2016-12-31

I’ll bet other major metropolitan organizations may have key and famous “Family Foundations” functioning similarly. You can see a progressive tone (see also Bay Area) to the selected grantees, but I also see that when it comes to the gender issues within social services, there’s a typical focus on the male side, Prisoner Reentry, and such.

screen-shot-2016-12-31-at-5-29-58-pm

This simply shows that the amount distributed to “Community Arts” below (see piechart from ZFF.org “Financials” page) closely matches just one category of revenue earned the same year. Note also (second line) the “Partnership Divident” Net investment income was $1.6M. Like many foundations, ZFF is distributing under 5% on average.

ZFF.org posts its financials.

I just looked at 2015 Form 990PF. The officers include other directors, but I see Chairman of the Board, VP and Treasurer, VP & Secretary and President are all family members. They distributed over $4M of grants (in some of the neatest — although it seems 990PFs don’t have to, and these did not, provide any EIN#s) show in Schedule A, and page 2 (see image)…

Found at http://zff.org/about/financials/. See also their "History" page for more info.

Found at http://zff.org/about/financials/. See also their “History” page for more info.

shows in which Statements (at end of the return) where the Assets are being held, which I find interestingly international, and many of them in “Commonfund” entities of various names.  See Statements 9 and 11 (largest amounts). This is from p2 of the return (assets only.  There are few liabilities; and the fund is showing $125M at year-end):
(Click here to read comments: zellerbach-family-fndtn-ein946069582-form-990pf-2015-from-website-showing-p2-assets-see-lines-10-and-13)

Zellerbach wants to be a catalysts for “Strengthening Families and Communities” (Mission & Values);

screen-shot-2016-12-31-at-4-03-17-pm

 

Zellerbach “Financials” page pie-chart does show that the arts priorities are far lower than the other two sectors, “Improving Human Service Systems” and “Immigrants and Refugees.”  While that tells cause and subject matter, the pie-chart doesn’t reveal, and isn’t organized, according to whether it is donating to public or private sectors, which as the public we should be concerned about.  Donations to major universities are influential — but can be virtually impossible to track fiscally.

(for piechart, see also my first image in this box about the grants to “Promoting Culture” as a subtotal of the $4.9M grants distributed.

(find explanation on the menu link

(find explanation on the menu link “Financials” — it summarizes one year’s worth. Read the related tax return for better comprehension

 

 

 

 

 

 

Letter from Executive Director (on the Board, the only FT — or paid — employee, and I deduce not a family member) (one image, and then (skipping a paragraph) another quote:

ZFF.org, Exec Dir. Ltr. 2016

ZFF.org, Exec Dir. Ltr. 2016, text quoted also to right of this image === > => =>

…ZFF’s commitment to strong public systems is demonstrated by its role in establishing and supporting cross-sector collaborations. Some examples include the San Francisco Children of Incarcerated Parents Partnership (SFCIPP), California Social Work Education Center (CalSWEC), the Bay Area Social Services Consortium (BASSC), and the California Child Welfare Co-Investment Partnership. These alliances have played a pivotal role in the development and implementation of state and local systems reform that will have an enduring impact on youth and families in the Bay Area and beyond.

ZFF has partnered with several other Bay Area philanthropic organizations including the William and Flora Hewlett Foundation, and others to support the arts. The Community Arts Program has funded over $17 million in grants to Bay Area artists and arts organizations, and remains one of the oldest remaining sources of support for small and emerging arts organizations in the Bay Area.

ZFF’s ongoing commitment to the San Francisco Bay Area includes the philanthropic sector itself. Throughout its history, ZFF has helped to build and maintain a viable and cohesive philanthropic sector that is collaborative in approach and enduring in its impact.As founding members of the Northern California Grantmakers, the Arts Loan Fund, and the Emergency Loan Fund, as well as participants of countless partnerships and alliances, ZFF has long understood the value of collaboration, and the strength of coordinated responses to the needs of our communities.

 

A more recent, new strategic Alliance for (CalSWEC):

Strategic Alliance

On September 30, 2011, the California Social Work Education Center (CalSWEC) and the Child and Family Policy Institute of California (CFPIC) signed a Strategic Alliance Agreement to formalize a coordinated approach to the statewide improvements in public Human Services.

So, in that alliance, the “private” would be that CFPIC.  I’ll look it up.  Incorporated, I see, 2003 as a nonprofit, street address is in state capital, Sacramento.  Below, I show some of its tax returns, and noticed quickly on the latest one (it’s not hard to see) that the extent of government grants (as opposed to program service revenues) has been concealed by simply mis-categorizing it on “Statement of Revenues” as “Program Service Revenues” when the reality is, per the same return “Government Grants.”  The amount there was over $1M.  Under the same, well-paid Executive director merely six years earlier (as to CFPIC), that is to say, fiscal year 2008 (July 1, 2008 – June 30, 2009), the government grants were filed properly, as grants, in the same section.

I also saw a “related organization” involved — Child Welfare Directors Association.  They shared employees.  Another way of saying this probably the more practical way, is that CWDA at that time set up a nonprofit in 2003 for specific purposes involving nationwide coordination of child welfare training according to models chosen in these collaborations.

Narrow search results:

Taking that Secretary of State-basee Entity number “2560950” to the Office of Attorney-General-based (California)  Registry of Charitable Trusts “Verification” site (and doing so for the purpose of seeing history of compliance with filings, and to view an RRF showing which public agencies are sponsoring it, as well as get an EIN#, which I see is “830371079“).  If you search as I just did, and although they are current, they are habitually late filing their charitable return renewal, documenting from whom government funds (if any) were received that year);

  • being aware that any Fiscal Year ending June 30 is supposed to turn in its “RRFs” BEFORE the end of the year, click on the organization name to view details, and since the first year, they have (per “schedule”) NEVER filled out this simple 1-page questionnaire (more if there is a “yes” answer) on time, but rather mostly five or six months late, that is shortly before the end of the next fiscal year.
  • The OAG for some reason has declined to post any Founding Documents (unless that’s what “Miscellaneous” is), OR upload — although they were turned in — ANY RRFs before YE 2010.
  • Meanwhile, seeing the rapid growth of this entity, its highest revenues (both years), over $4M, were at the time the rest of the public was just starting a major melt-down, i.e., in 2008.  Those were FY 2008 and 2009.
  • Stuart Oppenheim sounds like a “somebody” and would be worth looking up (I seem to remember the name associated with association of state child support agency directors, but cannot say for sure).

EIN# 830371079:

Total results: 3Search Again.

ORGANIZATION NAME ST YR Form PP TOTAL ASSETS EIN
Child and Family Policy Institute of California CA 2015 990 30 $1,071,050.00 83-0371079
Child and Family Policy Institute of California CA 2014 990 28 $1,095,645.00 83-0371079
Child and Family Policy Institute of California CA 2013 990 28 $865,975.00 83-0371079
Child and Family Policy Institute of California CA 2008 990 ??

$1,744,964

83-0371079

Further information on this EIN#  — a different entity (called “related entity” on the tax returns) is being declared under the (exact) same EIN#, which is an impossibility, year after year.  Unfortunately (below shows where I looked…) it’s hard to find the related entity because it’s “exempt” at registering on the California Registry of Charitable Trusts, a normal place to find some EIN#s when tax returns can’t be found.  The related entity is a significant one — and filing as a 501©6.

CFPIC (I’ll show it below) as of 2008 showed this 5-year retrospective of grants (probably mostly from California Department of Social Services, possibly by way of the HHS/ACF/CB, that is, “Children’s Bureau” — but I don’t know for sure because the state’s registry of charitable trusts declined to upload to their database the earlier tax returns and RRFs involved.

Notice that the organization is grants-dependent (not generating any revenues through “program services”) as of five years after its starting (first year operational probably FY 2004):

<==cfpi-child-family-policy-institute-of-california-irs-2008-sched-a-pt-ii-of-public-support. (Clickable link underneath the image).

K= thousand; 500K x 2 = 1M (million)

  • 2004 (first year of operation)  $456.5K
  • 2005 $519.7K
  • 2006 $1.46M
  • 2007 $3.57M
  • 2008 $4.25M (this is from 2008 return)

Apparently the Organization name changed from simply Child and Family Policy Institute (“CFPI”) to “…of California (“CFPIC“) at some later point.


CFPIC has a “related entity” which may explain some of its quick-connections and fast-startup:  The “County Welfare Directors Association” (EIN# 830371079).  The image doesn’t display this, but the related pdf comments do — this return mistakenly shows only one EIN# for what are claimed to be two different “entities” according to the IRS.  One is said to be a 501©6 and the other a 501©3.  Without further look ups, I don’t know the cause, but along with another “anomaly” I was already seeing between 2008 and later returns — how major source of revenues were recorded on the return– it doesn’t tend towards a “take it on faith’ credibility as to either organization.  See images:

cwda-ein830371079-shown-on-cfpic-ein-830371079-990-fy2008-sched-r-pt-ii-tax-exempt-related-2016-12-31-at-11-17pm

Click HERE to read comments (more than shown on image) full-sized.

filename: “cwda-ein830371079-shown-on-cfpic-ein-830371079-990-fy2008-sched-r-pt-ii-tax-exempt-related-2016-12-31-at-11-17pm” (Click link on image caption to see comments full-sized including on the 2-for-1 EIN situation just noticed)

The related entity is “County Welfare Directors Association” located in the state Capital (Sacramento) at least as of 2008.

CFPIC was, but (I see from its 2009 return) the mailing address changed).

/////I have been seeing tax returns signed for this group by “Howard Himes.”  ON finding the CWDA website and exploring it (long enough to also notice NO financials are posted, or any EIN#), under “leadership,” I see:

Executive Committee Napa Howard Himes Legislative Co-Chair [Tel# on CWDA site]
Organization Name Registration Type Registration Status Registration Number Applicant Number FEIN City State
COUNTY WELFARE DIRECTORS ASSOCIATION OF CALIFORNIA Charity Registration Exempt – Active EX509238 1181022 SACRAMENTO CA
1

It is exempt (so, no EIN# displayed there) per California Registry of Charitable Trusts.

Businesssearch.sos.ca.gov (replaces the old “Kepler.sos.ca.gov” I’ve been using, but the old will redirect here if used) says it incorporated in 1965 (contrary to statements in their history page):

Narrow search results:

Details, if clicked on at this new website produce “SI” or “Statements of Information” in pdf format. These seem to be electronic (not imaged, manually handled paperwork). The latest “Statement of Information” which I notice is NOT called an “Annual Report” for CWDA is here: CWDA Statement of Information  \\\\\\


CalSWEC history, again:

From CalSWEC’s 25-years history (as well as the 10-years one):

Where we came from…

When Dr. Harry Specht became Dean of the School of Social Welfare at the University of California, Berkeley in 1977, only one of some 200 students in the school’s Master of Social Work (MSW) program was performing eld work in a public social service agency. Most were training to be clinicians, with many intending to become private practitioners of psychotherapy.  Moreover, county social service agencies were suspicious of schools of social work, perceiving little connection between their needs and what was being taught in the graduate programs. Dean Specht and the teaching staff set out to change that course and revised the school’s mission: to produce professionals for careers in the publicly supported services and to serve vulnerable and disadvantaged populations. By the late 1980s, schools of social work, professional organizations, and public agencies began exploring possibilities for collaboration, precipitated by changes facing society and the social work profession. [emphasis mine]

CALSWEC TIMELINE, 1990-2015

1987 The Bay Area Social Services Consortium (BASSC) is created, becoming the model for CalSWEC.

That’s interesting.  I came to California in 1988….just in time for all this, including welfare reform, passage of the federal VAWA act, and the rise of the fathers’ rights movement into the domestic violence agencies to become “baked into” the funding structures, not that the DV agencies were too upfront about the situation.  As I said, the emphasis is to BURY domestic violence and battery as a criminal act under behavioral research and intervention/preventions, promoting some professions, and their ongoing speculations (see my post “Dumpster-Diving in Batterers Intervention Programs” — I have waded through enough of this to call “speculation” when I see it!), while continuing off-load the responsibility for protecting themselves upon (women) by somehow “managing” relationships with their exes, and peacefully co-parenting, typically after a very short period, WITHOUT appropriate safety measures.

I looked up BASSC and got their “Violence” unit website, featuring a smiling Dean Edleson and others and reference to three research centers.  The current “Members” of BASSC (at UCBerkeley School of Social Work) shown here, home domain is one of those three centers.

BASSC is committed to developing a professional and skilled public sector human service workforce as well as implementing promising practices across the San Francisco Bay Area region. It pursues these objectives through the Executive Development Program (EDP), administered by UC Berkeley Extension. The invitational EDP was launched in 1994 to meet the management training needs of middle and senior managers located in county public sector human service organizations. It features 3 one-week sessions as part of a year-long program along with inter-agency projects designed to share and incorporate promising practices.

PCWTA, it says, was formed in 1996 and is the largest division of an “Academy of Professional Excellence” (says the website).

Funny, how many major projects and organizations were formed the same year as a major restructuring of the Social Security Act of 1934, i.e., “PRWORA” i.e., “Welfare Reform” starting with “TANF (Block grants to states, and provisions for marriage/fatherhood promotion) and Title IV-D (access/visitation funding providing for the promotion of referral services from the family courts to increase noncustodial parenting time, translated primarily as “for fathers.”)….

I provided the link; here’s also a paragraph from it:

PCWTA CURRICULUM

Line Worker core curriculum is based on state-wide practice standards and child welfare competencies established by the California Social Work Education Center (CalSWEC). Some of these classes are standardized throughout the State of California. The trainers deliver, in these fully standardized classes, a curriculum that has been developed by collaboration among representatives from Regional Training Academies and Child Welfare representatives across the state. [emphases mine] There are seven of these classes in line worker core. The balance of line worker core is standardized in the objectives and competencies of each class. Individual trainers develop curricula in these classes while staying true to the defined curriculum objectives and competencies.

PCWTA trains over 7,000 training participants per year with a total of more than 600 classes.

screen-shot-2016-12-31-at-2-08-32-pm

Written by Let's Get Honest

January 5, 2017 at 9:58 pm

3 Responses

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  1. […] BASSC (1987), CalSWEC(1990), PCWTA (1996), CFPIC(2003)…How Many Acronyms, and Foundations (Zellerb… January 6, 2017 […]


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martinplaut

Journalist specialising in the Horn of Africa and Southern Africa

Let's Get Honest! Blog: Absolutely Uncommon Analysis of Family & Conciliation Courts' Operations, Practices, & History

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