1. Discerning Trends in Rural Philanthropy Rick Cohen June 25, 2013 2013 National Rural Assembly

2. Foundation grants to random sample of rural zip codes YearGrant dollars% change 2011 $ 1,274,917-6.20 2010 $ 1,359,23926.97 2009 $ 1,070,512-58.30 2008 $ 2,567,317-28.91 2007 $ 3,611,299159.40 2006 $ 1,392,180-7.30 2005 $ 1,501,842

3. Foundation grants to random sample of rural zip codes (by purpose) Grant recipient/purposeFdn grant dollars Religion/churches $ 1,032,685 Health/hospitals $ 3,872,717 Family/youth $ 1,124,675 Libraries $ 693,665 K-12 education $ 417,891 Community economic development $ 325,650 Higher education $ 1,480,038 Land preservation/environment $ 5,056,965

4. Foundation Investments in Rural CDCs Year Total foundation grant/loan investments Change from previous year Median foundation investment size Mean foundation investment size Average foundatio n investmen t total per organizati on 2011$8,989,5521.09%$20,000$81,723$134,172 2010$8,892,257-16.9%$12,037$45,138$132,720 2009$10,706,085 12.6% $15,000$54,877$159,792 2008$9,508,5780.4%$15,000$49,935$141,919 2007$9,466,70517.8%$15,000$59,916$141,294 2006$8,032,989-17.9%$10,000$44,137$119,895

5. Foundation Grants for Rural CDCs Year Total foundation grants Percent change from previous year Percentag e of tot. fdn. support in loans/PRIs Median grant size Mean grant size Average foundatio n grant total per organizati on 2011$6,727,519-22.1%25.2% $17,823$67,718 $100,411 2010$8,632,257-8.5%2.9% $10,000$44,727 $128,840 2009$9,429,00618.9%11.9% $15,000$49,366 $140,731 2008$7,927,57818.5%16.6% $12,500$40,038 $118,322 2007$6,691,7055.1%29.3% $15,000$43,453 $99,876 2006$6,364,314-18.7%20.8% $10,000$37,002 $94,989

6. Top Foundation Grantmakers Foundation Grant/loan investments to rural community developers 2006-2011 Percentage of all foundation grant/loan support to rural community developers Ford Foundation $ 7,145,00012.1 F.B. Heron Foundation $ 4,152,5007.0 Mary Reynolds Babcock Foundation $ 4,095,0006.9 Meyer Memorial $ 3,018,5235.1 Annie E. Casey Foundation $ 2,965,0005.0 Bank of America Foundation $ 2,372,2504.0 W.K. Kellogg Foundation $ 2,339,8664.0 Kresge Foundation $ 1,900,0003.2 Wells Fargo Foundation $ 1,529,3002.6 California Endowment $ 1,391,4432.4 Marguerite Casey Foundation $ 1,327,5002.2 Arthur M. Blank Foundation $ 1,236,0002.1 JP Morgan Chase Foundation $ 1,117,8371.9 Rasmuson Foundation $ 1,084,4901.8 Iowa West Foundation $ 1,083,0001.8 Citi Foundation $ 787,0001.3 TD Charitable $ 767,5001.3 Claude Worthington Benedum Foundation $ 760,5001.3 Dyson Foundation $ 610,0001.0 Oregon Community Foundation $ 549,5040.9 Longwood Foundation $ 549,5000.9 Otto Bremer Foundation $ 522,0330.9 William Randolph Hearst Foundation $ 500,0000.8 Wachovia Wells Fargo Foundation $ 485,2500.8 Community Foundation Fox Valley $ 454,5000.8 New Hampshire Charitable $ 443,4490.7 Sandy River Charitable Foundation $ 410,0000.7

7. Private Non-Govt Support for Rural CDCs All rural CDCs (n=93) 2011201020092008 Total non- gov’t/non- service support $45,217,713$42,275,768$51,751,188$39,227,363 % change from previous year 6.96%-18.31%31.93% Median$145,383$152,801$185,873$152,712 Mean$524,684$454,578$554,464$421,800

8. Private Non-Gov’t Support (no CA) Rural CDCs except California (n=87) 2011201020092008 Total non- gov’t/non- service support $42,234,353 $38,933,200 $41,075,611 $34,498,082 % change from previous year 8.48%-5.22%19.07% Median$155,463$138,626$172,804$124,353 Mean $485,452$447,508$472,133$396,529

9. Foundation grantmaking to/for rural health clinics

10. Top foundation grantmakers to rural health clinics

11. Top rural health clinic foundation grant recipient states STATETOTAL FDN GRANT DOLLARSAVERAGE GRANT SIZE California$12,658,738 (33.6%)$67,333 Hawaii$5,283,411$110,071 Oregon$3,612,633$34,737 North Carolina$3,434,633$101,018 Texas$2,079,993$94,515 West Virginia$1,203,000$100,250 Virginia$1,059,173$32,096

12. Private contributions to sample of rural health clinics

13. U.S. Foundation Grantmaking Trends Foundatio n grantmaki ng ($b) Percent change from previous year Corporate foundatio n grantmaki ng ($b) Percent change from previous year Independ ent foundatio n grantmaki ng ($b) Percent change from previous year 2011 46.92.63%5.210.64%33.11.84% 2010 45.76.52%4.76.82%32.55.52% 2009 42.9-5.92%4.4030.8-6.67% 2008 45.66.29%4.4033.06.80% 2007 42.95.41%4.44.76%30.911.15% 2006 40.711.83%4.2 27.8

14. Major Foundation Grantmaking for Housing/Community Development 2011201020092008200720062005200420032002 % grant $ for housing and shelter 1.21.61.21.31.41.31.5 % grant $ for communi ty dev./imp. 2.73.73.03.13.83.73.54.43.74.2