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    steelcase foundation 2009 annual report steelcasefoundation.org

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    To the community partners and friends of the Steelcase Foundation: When people consider the role of a foundation, they often think of money being dispensed. Granting funds is one function, certainly. But foundations lend far more than financial support to a community. Foundations work for the common good – by tapping into knowledge, ideas and resources; by bringing together people who effect change; by facing tough challenges head-on. The Steelcase Foundation is involved in strategic thinking and collaboration on big-picture issues, like homelessness, early childhood intervention, and education. We work with organizations to respond to those needs and create lasting change. Within this report, we profile some of those organizations. Through their stories, you’ll see proof that when you work together, wonderful things can happen. Communities can transform from places that struggle to places that succeed. Kate Pew Wolters Board Chair Susan Broman President

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    Solution: Coalition to End Homelessness + Foreclosure Response “In the past, our response to homelessness has focused on short-term emergency placement,” says Janay Brower, coordinator of the Coalition to End Homelessness. “But we’ve made some changes in our thinking and actions and seen significant results.” Those system-wide changes are designed to approach homelessness from a new angle – and end it by 2014. The goal is to shift expenditures toward prevention strategies like rent assistance and providing more affordable housing. For example, it costs $3,000 to house a family of three in a shelter for one month. That money could instead augment several months of the family’s housing costs, keeping them in stable housing and preventing homelessness. Foreclosure Response, coordinated by Kym Spring, is focused in the same direction, helping to connect residents with community resources to get the help they need to stay in their homes. Kym has seen what abandoned homes can do to a neighborhood. “In addition to the crime and blight empty houses invite, there’s a big impact on the value of nearby properties.” Her data shows that the value of a house within 150 feet of an abandoned property goes down $7,600, and within 300 feet it’s reduced by $6,800. Collaborative community programs like these are helping the dollars targeted toward homelessness make more sense – and get better outcomes. By changing their focus, the Coalition to End Homelessness saw 900 fewer people go through the system in 2009. And Foreclosure Response’s efforts show that their housing counselors saved about 500 families from foreclosure “If people don’t have places to live, you can’t build a community,” said Janay. “Everyone should have access to quality, affordable housing.” issue: homelessness

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    Solution: First Steps Kent Children have the capacity to learn more by their third birthday than during any other time in their life. Yet so many kids in Kent County are not getting the support and services they need during this period. The result? “Too many of our children arrive at the kindergarten door without the skills they need to be successful – social, emotional, and cognitive skills,” says Rebekah Fennell, executive director for First Steps. And studies show that children who start school behind, tend to stay behind. issue: early First Steps is attempting to change that. The non- profit organization is leading a community collaboration childhood to develop a system of support services for young children and their families. That collaboration includes the Steelcase Foundation as well as other foundations and organizations in the area whose leaders came together to take a strategic look at how to address the problem. Those discussions have brought to life pilot programs like the Children’s Healthcare Access Program (CHAP), which is designed to make quality primary care more accessible to kids who are on Medicaid. With the partnership of local healthcare organizations, CHAP has opened up an additional 1,400 Medicaid spots within private practices in the area. As a result, emergency room usage and in-patient hospital admissions are declining. “These programs are an investment in early childhood,” says Rebekah. “We’re bringing people to the table to help strengthen the coordination and quality of the services our community can provide.”

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    Solution: Kent School Services Network Sometimes a child is late for class because she doesn’t have an alarm clock. Sometimes a child can’t get to school because his single mother has a newborn baby and the sidewalks are covered in snow. Sometimes a parent loses a job and everything changes. Everyday obstacles like these keep kids from being successful in school. Removing those obstacles is the goal of Kent School Services Network (KSSN). The organization was formed through collaboration around ways “to bring school issue: and community together to support student achievement,” says Carol Paine-McGovern, director of KSSN. student In seven schools in Kent County, a Community School Coordinator, a Family Independence Specialist, a nurse and success other community partners are in place, working to provide an array of services for children and their families. The intent is to have each school become the hub of the neighborhood – a place where students and their parents feel comfortable and where they know they can find support. With an evaluation plan built in from the beginning, the group has been able to assess KSSN’s progress since its inception in 2006. In all of the schools, MEAP scores are showing improvements and absenteeism rates are dropping. And with the involvement of local leaders and school personnel, KSSN is able to tweak things as they go along, learning from experiences and input. “In this community, the initiatives that survive are those that bring everyone to the table,” says Carol.

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    Solution: Essential Needs Task Force Fund What happens when 18 foundations in the Grand Rapids area pool their resources for the benefit of local people in need? They channel their money into a $2-million fund that helps to do immediate good. In late 2008, the Steelcase Foundation joined with other foundations to discuss the increasing demand of basic needs in Kent County. They asked: what can we do collectively? “With the traditional grant process, it can take a long time to research issue: the best place to put your money,” says Kate Luckert Schmid, program director for the fund. “The foundation leaders wanted to do this strategically and have the money go the places with basic needs the highest need.” They decided to partner with the existing Essential Needs Task Force to develop the temporary fund. The fund was set up to accept requests from organizations throughout the area, focusing on food security, housing, transportation, and utility assistance. The grant process was streamlined through a simple online application and approval came through a special committee. The fund dispensed 100% of the dollars throughout the community and that money went to help food pantries build capacity, to add staffing at housing agencies and to improve processes within the homeless system, among other things. “There was immediate need and those dollars helped to fill that gap,” says Kate.

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    issue: academic performance Solution: Together, the group explored alternatives to current In fact, the businesses that have teamed with the school system are very involved in the programs and studied educational reform models centers, which focus on specific industries. They’re helping to define curriculum Centers of Innovation from cities like Chicago and New York. Combining that and setting industry standards to prepare students for careers in fields like When enrollment is declining and academic achievement learning with proven best practices, they developed health sciences, business, engineering, and design and construction. isn’t meeting expectations, a school system has to look the Centers of Innovation. The first center opened its doors in the fall of 2008 and five others have been launched for some innovative solutions. The administrators at “The centers are designed to increase achievement since then. Based on enrollment applications, the schools seem to be headed in the Grand Rapids Public Schools decided to approach the and offer more opportunities and choices for students right direction, even drawing applicants from outside of the district. “This is a chance problem in a collaborative fashion – partnering with local and parents,” says Mary Jo Kuhlman, executive director for our students to build relationships and get exposure to career possibilities,” says foundations, educational experts, and business leaders. of Organizational Learning for GRPS. “They’re also Mary Jo. “They’re doing real-life work that supports their learning.” intended to foster the public/private partnership.”

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    2009 Grant Recipients Project Description Grant Payment Amount (future payment amounts noted as applicable) Recipient’s Website Arts and Culture GRANT PAYMENT TOTALS: $837,500 / FUTURE: $340,000 8 GRANTEES: Actors’ Theatre Grand Rapids Symphony Opera Grand Rapids Technology Upgrade Underwriting Music Director’s Chair Program support $5,000 $170,000 $50,000 / Future: $40,000 www.actorstheatregrandrapids.com www.grsymphony.org www.operagr.com Grand Rapids Art Museum Grandville Avenue Arts and Urban Institute for Program Support Humanities, Inc. Contemporary Arts $182,500 Capacity Building “Where Art Happens” capital www.gramonline.org $25,000 campaign www.gaah.org $350,000 / Future: $300,000 Grand Rapids Ballet Company www.uica.org Dancers’ Theatre Series Library of Michigan Foundation $50,000 2009 Notable Books www.grballet.com $5,000 www.michigan.gov/libraryofmichigan

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    2009 Grant Recipients Project Description Grant Payment Amount (future payment amounts noted as applicable) Recipient’s Website Community & Economic Development GRANT PAYMENT TOTALS: $322,500 / FUTURE: $165,000 8 GRANTEES: Caledonia Friends and Patrons Inner City Christian Federation Lowell Area Recreation Authority of the Library “Pillars for Opportunity” Lowell Area Trailway The Next Chapter campaign capital campaign Future: $50,000 Future: $75,000 $50,000 www.lowellareatrailway.org www.newcaledonialibrary.org www.iccf.org Neighborhood Ventures Community Foundation of the Lighthouse Communities Inc. Operation Uptown & Holland/Zeeland Area Lighthouse Development Center – Southtown Forward MSU Bioeconomy Institute Incubating Change, Nurturing $40,000 / Future: $25,000 $75,000 Community www.neighborhoodventures.org www.cfhz.org $100,000 www.lcgr.net West Michigan Strategic Alliance Dwelling Place of Grand Rapids, Inc. West Michigan Regional Indicators LEED Bonus $35,000 / Future: $15,000 $22,500 www.wm-alliance.org www.dwellingplacegr.org

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    2009 Grant Recipients Project Description Grant Payment Amount (future payment amounts noted as applicable) Recipient’s Website Health GRANT PAYMENT TOTALS: $98,334 / FUTURE: $60,000 2 GRANTEES: Hospice of Michigan MSU College of Human Medicine Fellowship in Hospice and Palliative Care $40,000 / Future: $60,000 www.hom.org University of Michigan Motor Behavior and Pediatric Disabilities Treadmill Training for Infants with Down Syndrome and Cerebral Palsy $58,334 www.umich.edu

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    2009 Grant Recipients Project Description Grant Payment Amount (future payment amounts noted as applicable) Recipient’s Website Education GRANT PAYMENT TOTALS: $989,498 / FUTURE: $415,000 13 GRANTEES: Aquinas College Grand Rapids Community College Illinois Institute of Technology (IL) “Mind, Body, Spirit” capital campaign Foundation Grand Rapids education $200,000 Scholarships for dependents research project www.aquinas.edu of Steelcase employees $29,498 $6,000 www.id.itt.edu Athens State University www.grcc.edu Foundation (AL) Kendall College of Art & Design Scholarships for dependents Grand Rapids Community College Scholarships for dependents of Steelcase employees Foundation of Steelcase employees $4,000 “Open Door Campaign” $5,000 www.athens.edu advancement campaign www.kcad.edu $250,000 Calhoun Community College www.grcc.edu Kent Intermediate School District Foundation (AL) Kent School Services Network Scholarships for dependents Grand Rapids Student Advancement $200,000 of Steelcase employees Foundation www.kentisd.org/kssn $4,000 “Musical instruments – providing tools www.calhoun.edu and nurturing talent” Michigan State University $25,000 / Future: $15,000 MSU West Michigan Medical School Davenport University Foundation www.grsaf.org $200,000 / Future: $400,000 Scholarships for dependents of www.msu.edu Steelcase employees Grand valley State University $4,000 Scholarships for dependents National Merit Scholarship www.davenport.edu of Steelcase employees Corporation (IL) $8,000 National Merit Scholarships www.gvsu.edu $54,000 www.nationalmerit.org

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    2009 Grant Recipients Project Description Grant Payment Amount (future payment amounts noted as applicable) Recipient’s Website Environment GRANT PAYMENT TOTALS: $495,000 / FUTURE: $575,000 5 GRANTEES: Friends of Grand Rapids Parks John Ball Zoological Society West Michigan Horticultural Successful Beginnings Phase I: Restore the Roar Society, Inc. $25,000 / Future: $25,000 $250,000 / Future: $500,000 Maintaining the Masterpiece: A www.friendsofgrparks.org www.johnballzoosociety.org Campaign for the Second Decade $100,000 / Future: $50,000 Healthy Homes Coalition of West The Nature Conservancy www.meijergardens.org Michigan, Inc. “Saving the Last Great Places Translating Impact into Sustainability in Michigan – A Campaign for $20,000 Conservation” www.healthyhomescoalition.org $100,000 www.nature.org/michigan

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    2009 Grant Recipients Project Description Grant Payment Amount (future payment amounts noted as applicable) Recipient’s Website Human Service GRANT PAYMENT TOTALS: $1,139,184 / FUTURE: $235,300 18 GRANTEES: Arbor Circle Corporation Grand Rapids Community Foundation Toronto Windfall Clothing Challenge grants Essential Needs Task Force Fund Support Service (CD) $20,000 / Future: $20,000 $100,000 Expansion of Fundraising Department www.arborcircle.org www.grfoundation.org $22,800 / Future: $13,300 www.windfallbasics.com Camp Fire USA West Michigan Heart of West Michigan United Way Council 2009 campaign United Methodist Community House Capacity building $633,005 Capacity building $25,000 www.waybetterunitedway.org $40,000 www.campfireusawmc.org www.umchousegr.org Home Repair Services of Kent County Camp Henry Increase “Front Door Friends” United Way of Athens and Camper scholarships $20,000 / Future: $10,000 Limestone County (AL) $8,500 / Future: $17,000 www.homerepairservices.org 2009 campaign www.camphenry.org $30,384 Legal Aid of Western Michigan www.unitedwayofathenslimestone.org CASA of Kent County, Inc. Challenge grants Capacity building $17,500 United Way of $15,000 www.legalaidwestmich.org Greater High Point, Inc. (NC) www.casakentco.org 2009 campaign Pine Rest Christian Mental Health $16,995 Gilda’s Club Grand Rapids Services www.unitedwayhp.org Childrens’ Grief Program pilot project Ottawa Hills High School – Pine Rest $25,000 / Future: $15,000 Partnership for Success Widowed Persons Service www.gildasclubgr.org $20,000 / Future: $20,000 Capacity Building www.pinerest.org Future: $20,000 Goodwill Industries of www.wpsgrandrapidsmi.com Greater Grand Rapids Safe Haven Ministries, Inc. “Once and For All – Building a “Saving Lives, Building Hope” Young Men’s Christian Association Self-Governed Life” capital campaign of Grand Rapids $100,000 / Future: $75,000 $25,000 / Future: $25,000 Mid City Adventure Club, Summer www.goodwillgr.org www.safehavenministries.org camper scholarship program and Search Institute Asset Training $20,000 / Future: $20,000 www.grymca.org

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    2009 Grant Recipients Project Description Grant Payment Amount (future payment amounts noted as applicable) Recipient’s Website Other GRANT PAYMENT TOTALS: $81,000 / FUTURE: $95,000 6 GRANTEES: Association of Fundraising Council of Michigan Foundations Grantmakers for Education (OR) Professionals – West Michigan 2008/2009 membership dues 2009 membership dues Chapter and conference $900 National Philanthropy Day 2009 $19,600 www.edfunders.org $500 www.michiganfoundations.org www.afpwm.org Junior Achievement of the Grand Rapids Community Foundation Michigan Great Lakes, Inc. Council of Michigan Foundations Nonprofit Technical Assistance Fund Integrating Economic Education Office of Foundation Liaison Future: $30,000 and the Workplace $20,000 www.nptafund.org $40,000 / Future: $65,000 www.michiganfoundations.org/ofl www.westmichigan.ja.org

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    2009 Grand Totals $3,963,016 / Future: $1,885,300 Matching Gifts The Steelcase Foundation also partners with Steelcase employees, retirees and directors by matching their gifts to arts and culture, education and environmental and conservation programs. The maximum contribution is $10,000 yearly. The amount can be a combination of gifts to a number of different organizations. In 2009, the Foundation provided $432,566.03 in matching funds that included $345,534.83 for education; $50,293.10 for arts and culture; and $36,738.00 for environment and conservation programs. Matching gift application forms are available from the Foundation office. For a detailed list of matching gift recipients, please visit us online at steelcasefoundation.org.

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    Statements of Financial Position YEAR ENDED NOVEMBER 30, 2009 2008 ASSETS Cash and cash equivalents $ - $ - Investments, at fair value (Notes 1 and 2) 82,029,885 70,141,536 Federal excise tax refundable 40,000 36,194 TOTAL ASSETS $ 82,069,885 $ 70,177,730 LIABILITIES AND NET ASSETS Liabilities Grants payable (Note 3) $ 1,856,042 $ 4,521,833 Deferred federal excise tax (Note 4) 468,924 - TOTAL LIABILITIES $ 2,324,966 $ 4,521,833 Net Assets Unrestricted $ 79,744,919 $ 65,655,897 TOTAL LIABILITIES AND NET ASSETS $ 82,069,885 $ 70,177,730

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    Statements of Unrestricted Activities YEAR ENDED NOVEMBER 30, 2009 2008 REVENUES Cash contribution $ - $ 500,000 In-kind contributions (Note 1) 329,726 383,969 Investment income: Dividends 1,209,201 13,158,029 Realized and unrealized (loss) gain on investments 15,118,000 (59,579,254) TOTAL REVENUES $ 16,656,927 $ (45,537,256) EXPENSES Grants and matching gifts (Note 3) $ 1,729,791 $ 6,435,409 Investment management and agency fees (Note 1) 20,000 20,000 Provisions for federal excise tax (Note 4): Current 19,464 213,651 Deferred 468,924 (92,866) General and administrative (Note 1) 329,726 383,969 TOTAL EXPENSES $ 2,567,905 $ 6,960,163 Increase (Decrease) in Net Assets $ 14,089,022 $ (52,497,419) NET ASSETS, BEGINNING OF YEAR $ 65,655,897 $ 118,153,316 NET ASSETS, END OF YEAR $ 79,744,919 $ 65,655,897 A complete set of audited financial statements will be provided upon request.

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    Steelcase Foundation P.O. Box 1967/GH-4E Grand Rapids, MI 49501-1967 P: 616.246.4695 F: 616.475.2200 steelcasefoundation.org 03/10 ©2010 Steelcase Inc. All rights reserved.

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