2017-2018 Year in Review


2017-18 was The Charles H. Dater Foundation’s 33rd year of grantmaking, awarding 138 grants totaling $3,509,826.
 
Since 1985-86, the Foundation has made nearly 3,000 grants totaling more than $47 million to over 400 organizations.  In the fiscal/grant year (September to August) of 2017-18, grants to nonprofit organizations ranged from $1,000 to $250,000.  The average grant was $25,434, up from $15,685 the previous year.  The median was $25,000, up from $15,000. 

 
Grantmaking increased …
significantly as the Foundation’s assets increased from $52 million to $114 million.  The growth in assets came from a large distribution from a trust set up by Charles H. Dater before his death.  The Foundation does not generate revenues through programs or gifts.  Grantmaking is funded solely by the contributions of Charles Dater and the investment growth of its assets.  In general, the Foundation’s grantmaking is slightly above the required distribution level in keeping with its long-term goal of protecting and growing the asset base in order to exist in perpetuity to preserve the philanthropic commitment and the memory of Charles Dater and four generations of the Dater family.
 
The Foundation’s focus …
remained on supporting many long-time grant recipients, and its increased assets allowed for increased of support to many of them.  The Greater Cincinnati Foundation’s mini-grants programs that benefit children received $250,000 and support over the years exceeds $2 million.  Besides supporting youth education programs at the Taft Museum of Art, the Foundation made a $125,000 grant for physical enhancements to the Dater Education Room.  A multi-year commitment was made to Children Inc.’s Scaling for Impact capital campaign for expanded programming.  A new five-year commitment to Cincinnati Children’s Hospital Medical Center continued $50,000 annual support for gene and cell therapy research that benefits young people.  CCHMC recently received a large government grant and attributed the support of local funders as an important factor. 
 
CISE (Catholic Inner-city Schools Education) joined the ranks of organizations having received over $1 million
in Dater Foundation support.  Others include Greater Cincinnati Foundation (Learning Links and Summertime Kids mini-grant programs), Cincinnati Zoo (capital projects),  Cincinnati Scholarship Foundation (scholarships to Gilbert Dater High School graduates), Taft Museum of Art (youth education), Cincinnati Children’s (research), Children’s Theatre (school performances), and Cincinnati Public Radio (programming on WGUC and WVXU).
 
Eight grants were made to first-time recipients.  Almost all grants supported cost-effective programs and projects, and they were often made to small organizations that leverage their resources well, make good use of volunteers, and benefit under-served populations. 
 
Promoting its grant recipients …
and the work that they do remained a priority for the Foundation.  Foundation grants to Cincinnati Public Radio (WGUC & WVXU) and CET (WCET-TV) provided the opportunity to use broadcast announcements to salute grant recipients, thereby helping them increase their visibility and attract additional support.  The Foundation’s web site featured success stories and photos of grant recipients, helping to further spread the word about these nonprofit organizations.  News releases announcing new grants were posted regularly.  A new annual report section on the web site now allows for expanded descriptions of the grant recipients and the programs or projects funded by the Foundation.  Given the Foundation’s increased grantmaking, it became impractical to continue the printed annual report in its previous format.
 
Grant applicants continued to give high marks to the Foundation’s web-based, online grant application process.  The user-friendly system is designed to reduce time spent by applicants in preparing and submitting requests and evaluation reports.  The process also allows Foundation directors to be more thorough and effective in reviewing applications, evaluations and other documents, which applicants may attach to their submissions.  The Foundation’s web site features detailed information about its grantmaking process.
 
Enriching Young Lives …
is what the Foundation is all about.  The mission: to make grants to nonprofit organizations in the Greater Cincinnati area to carry out projects and programs that benefit children, teens and young adults, focusing in the areas of arts/culture, education, healthcare, social services and other community needs.
 
Charles H. Dater (1912 to 1993) …
businessman, philanthropist a fourth generation Cincinnatian, established the Foundation in 1985 to ensure that funding for worthwhile community programs would continue after his death.  The Foundation honors the memory and preserves the philanthropic commitment of Charles and his ancestors, whose hard work and business acumen over 150 years provided them with the opportunity to share their success with their community.

Directors and officers play an active role in the work of the Foundation, which has no full-time staff members.  Besides typical board oversight duties, they perform the work of staff, which includes: reviewing hundreds of grant requests each year, making site visits to current and potential grant recipients, monitoring how grant dollars are spent, seeking new grant applicants whose goals coincide with those of the Foundation, and overseeing the management, growth and preservation of the Foundation’s assets. 

Grants Summary … 2017-18

Less than $10,000                 5       $     13,826
10,000 to $24,999               64          1,062,000
$25,000 to $49,999             54          1,449,000
$50,000 to $99,999             12             610,000
More than $100,000              3             375,000

Total                                  138        $3,509,826


2018-2019 Year in Review


2018-19 was The Charles H. Dater Foundation’s 34th year of grantmaking, awarding 147 grants totaling $3,907,446.
 
Since 1985-86, the Foundation has made over 3,000 grants totaling more than $50 million to over 450 organizations.  In the fiscal/grant year (September to August) of 2018-2019, grants to nonprofit organizations ranged from $1,000 to $250,000.  The average grant was $26,581 and the median grant was $25,000.

 
Grantmaking increased …
11% in 2018-19.  The Foundation’s assets were in excess of $110 million in August 2019.  Grantmaking is funded solely by the contributions of the late Charles Dater and the investment growth of assets.  The Foundation does not generate revenues through programs or contributions.  In general, the Foundation’s grantmaking is slightly above the required distribution level in keeping with its long-term goal of protecting and growing the asset base in order to exist in perpetuity.  This also serves to preserve the philanthropic commitment and the memory of Charles Dater and four generations of the Dater family.
 
The Foundation’s focus
remained on supporting many long-time grant recipients.  Funding continued for the Family Performance and Activities Series at Ronald McDonald House.  An additional grant of $60,000 grant for enhancements to the Charles H. Dater Theatre was part of a renovation and expansion project that makes the Cincinnati house the largest in the United States.  The Foundation joined with other foundations to participate in the Northern Kentucky Funder’s Program, which allowed nonprofits to tell their stories and compete for grants of up to $6,000.  Cancer Family Care recognized the Foundation’s support of Treehouse Children’s Services program at its annual Unsung Heroes Awards event.

The Greater Cincinnati Foundation’s mini-grants programs (Learning Links and Summertime Kids) received $250,000 from the Foundation and support over the years exceeds $2 million.  Others above the $1 million level are Cincinnati Zoo (capital projects), Cincinnati Scholarship Foundation (scholarships to Gilbert Dater High School graduates), Cincinnati Public Radio (programming on WGUC and WVXU), Taft Museum of Art (youth education), Cincinnati Children’s Hospital Medical Center (research), Children’s Theatre (school performances), and CISE (Catholic Inner-city Schools Education),
 
Twenty grants were made to first-time recipients.  The largest was a $50,000 grant to the Library Foundation of Cincinnati and Hamilton County for its Homework Helpers program.  Almost all grants supported cost-effective programs and projects, and they were often made to small organizations that leverage their resources well, make good use of volunteers, and benefit under-served populations. 
 
Promoting its grant recipients …
and the work that they do remained a priority for the Foundation.  Foundation grants to Cincinnati Public Radio (WGUC & WVXU) and CET (WCET-TV) provided the opportunity to use broadcast announcements to salute grant recipients, thereby helping increase their visibility and attract additional support.  The Foundation’s web site continued to feature success stories and photos of grant recipients, helping to further spread the word about these nonprofit organizations.  News releases announcing new grants were posted regularly.  A new annual report section on the web site allowed for expanded descriptions of the grant recipients and the programs or projects funded by the Foundation. 
 
Grant applicants continued to give high marks to the Foundation’s web-based, online grant application process.  The user-friendly system is designed to reduce time spent by applicants in preparing and submitting requests and evaluation reports.  The process also allows Foundation directors to be more thorough and effective in reviewing applications, evaluations and other documents, which applicants may attach to their submissions.  The Foundation’s web site features detailed information about its grantmaking process.
 
Enriching Young Lives …
is what the Foundation is all about.  The mission: to make grants to nonprofit organizations in the Greater Cincinnati area to carry out projects and programs that benefit children, teens and young adults, focusing in the areas of arts/culture, education, healthcare, social services and other community needs.
 
Charles H. Dater (1912 to 1993) …
businessman, philanthropist a fourth generation Cincinnatian, established the Foundation in 1985 to ensure that funding for worthwhile community programs would continue after his death.  The Foundation honors the memory and preserves the philanthropic commitment of Charles and his ancestors, whose hard work and business acumen over 150 years provided them with the opportunity to share their success with their community.
 
Directors and officers play an active role in the work of the Foundation, which has no full-time staff members.  Besides typical board oversight duties, they perform the work of staff, which includes: reviewing hundreds of grant requests each year, making site visits to current and potential grant recipients, monitoring how grant dollars are spent, seeking new grant applicants whose goals coincide with those of the Foundation, and overseeing the management, growth and preservation of the Foundation’s assets. 
 
 

2019-2020 Year in Review


2019-20 was The Charles H. Dater Foundation’s 35th year of grantmaking, awarding 167 grants totaling $4,970,000 to 148 nonprofit organizations.
 
Since 1985-86, the Foundation has made over 3,000 grants totaling more than $60 million to over 450 organizations.  In the fiscal/grant year (September to August) of 2019-2020, grants ranged from $10,000 to $250,000.  The average grant was $29,760 and the median grant was $25,000.


Grantmaking increased ...

27% in 2019-20 as (1) the phase-in of the impact on the required distribution from a large 2017-18 contribution from a trust of Charles Dater continued, and (2) due to additional contributions made in response to increased community need as a result of the Covid-19 pandemic. 


It was a year like no other …

two different 6-month stretches … before Covid (September – February) and after Covid (March – August).  First, it was smooth sailing and business as usual.  Then, disruption for virtually every grant recipient.  Programming impacted.  Closures.  Revenue streams disrupted … especially for those that relied on admissions, fees, and events like golf outings and galas.  The arts were especially hard hit.

“Pivot” became the operative word as organizations sought to deliver programming and make an impact when in-person contact with stakeholders was not possible.  Many shifted to “virtual” programming with varying degrees of success.  Some found successful new ways to deliver their programs and indicated they will use alternative methods in the future.  Others struggled with reduced participation due to crowd avoidance, distancing, staffing shortages or changes.  Some programs were canceled altogether.


The Foundation’s focus …

remained on supporting many long-time grant recipients.  Covid Relief Special Grants were made …  $250K to the Greater Cincinnati Foundation Fund and twenty-plus grants of $25,000 to previously-funded Dater grant recipients working on the front lines providing life-sustaining and relief services.  Grantees were given discretion and latitude to use grant awards to continue traditional programming or make revisions to accommodate Covid restrictions.

Two non-Covid highlights included the Foundation being named a recipient of an Ohio Arts Council Award (read more) and a $115,000 grant made to the U.C. Economics Center for a report to the community on the state of youth financial literacy education in Greater Cincinnati high schools and recommendations for A Path Forward (read more). 

Ensemble Theatre Cincinnati joined eight other nonprofits which have received more than $1 million in support from the Foundation.  The others are Greater Cincinnati Foundation (mini-grants programs Learning Links and Summertime Kids), Cincinnati Public Radio (programming on WGUC and WVXU), Cincinnati Zoo (capital projects), Cincinnati Scholarship Foundation (scholarships to Gilbert Dater High School graduates), Taft Museum of Art (youth education), Cincinnati Children’s Hospital Medical Center (research), CISE (Catholic Inner-city Schools Education Fund), and Children’s Theatre (school performances).

Assets were at $115 million at fiscal year end.  Grantmaking is funded solely by the contributions of the late Charles Dater and the investment growth of assets.  The Foundation does not generate revenues through programs or contributions.  In general, the Foundation’s grantmaking is slightly above the required distribution level in keeping with its long-term goal of protecting and growing the asset base in order to exist in perpetuity.  This also serves to preserve the philanthropic commitment and the memory of Charles Dater and four generations of the Dater family.


Promoting its grant recipients …

and the work that they do remained a priority for the Foundation.  Foundation grants to Cincinnati Public Radio (WGUC & WVXU) and CET (WCET-TV) provided the opportunity to use broadcast announcements to salute grant recipients, thereby helping increase their visibility and attract additional support.  The Foundation’s web site continued to feature success stories and photos of grant recipients, helping to further spread the word about these nonprofit organizations.  News releases announcing new grants were posted regularly.  The annual report section on the web site allowed for expanded descriptions of the grant recipients and the programs or projects funded by the Foundation. 
 
Grant applicants continued to give high marks to the Foundation’s web-based, online grant application process.  The user-friendly system is designed to reduce time spent by applicants in preparing and submitting requests and evaluation reports.  The process also allows Foundation directors to be more thorough and effective in reviewing applications, evaluations and other documents, which applicants may attach to their submissions.  The Foundation’s web site features detailed information about its grantmaking process.


Enriching Young Lives …

is what the Foundation is all about.  The mission: to make grants to nonprofit organizations in the Greater Cincinnati area to carry out projects and programs that benefit children, teens and young adults, focusing in the areas of arts/culture, education, healthcare, social services and other community needs.


Charles H. Dater (1912 to 1993) …

businessman, philanthropist a fourth generation Cincinnatian, established the Foundation in 1985 to ensure that funding for worthwhile community programs would continue after his death.  The Foundation honors the memory and preserves the philanthropic commitment of Charles and his ancestors, whose hard work and business acumen over 150 years provided them with the opportunity to share their success with their community.
 
Directors and officers play an active role in the work of the Foundation, which has no full-time staff members.  Besides typical board oversight duties, they perform the work of staff, which includes: reviewing hundreds of grant requests each year, making site visits to current and potential grant recipients, monitoring how grant dollars are spent, seeking new grant applicants whose goals coincide with those of the Foundation, and overseeing the management, growth and preservation of the Foundation’s assets.
 



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