CATERPILLAR FOUNDATION

Financial Information

Total Assets: $49,544,694

Total Giving: $35,867,750

Area of Service:

Illinois

Areas of Interest:

Not Available

Programs

None

Grants

The following grants were reported in 2007:
$4,130,945 to United Way, Heart of Illinois, Peoria, IL, payable over 1 year.
$3,566,000 to Bradley University, Peoria, IL, payable over 1 year.
$2,422,445 to Nature Conservancy, Arlington, VA, payable over 1 year.
$2,269,344 to Lakeview Museum of Arts and Sciences, Peoria, IL, payable over 1 year.
$920,155 to Booker Washington Association, Rockford, IL, payable over 1 year.
$50,000 to Community Foundation of the Greater Decatur Macon Area, Decatur, IL, payable over 1 year.
$50,000 to Living Lands and Waters Restoration Organization, East Moline, IL, payable over 1 year.
$40,000 to Peoria Historical Society, Peoria, IL, payable over 1 year.
$25,000 to Make-A-Wish Foundation of Northern Illinois, Chicago, IL, payable over 1 year.
$25,000 to South Georgia Technical College Foundation, Americus, GA, payable over 1 year.

Limitations

Giving primarily in areas of company operations on a national basis, with some emphasis on IL.
No support for fraternal organizations, political action committees or candidates, religious organizations not of direct benefit to the entire community, United Way-supported organizations, or private foundations.
No grants to individuals, or for graduate student scholarships or fellowships, research, travel, political causes, books, research papers, or articles in professional journals, sponsorships, tickets, or advertising for fundraising activities, endowments, or video or audio productions; no product donations; no loans.

Summary

The foundation supports organizations involved with arts and culture, education, the environment, health, human services, community development, and civic affairs.

Additional

Type of Grantmaker: Company-sponsored foundation. Established in 1952 in IL.

Quick Facts Sheet
URL:

http://www.cat.com/foundation

Located in:

Peoria,

Illinois

United States

Contact Information / Process

Phone: (309) 675-4464

Email: [email protected]

Address: http://www.cat.com/foundation

Procedure:
Proposals should be brief. Application form not required. Applicants should submit the following:
1. Timetable for implementation and evaluation of project
2. Qualifications of key personnel
3. Statement of problem project will address
4. Population served
5. Name, address and phone number of organization
6. Copy of IRS Determination Letter
7. Brief history of organization and description of its mission
8. Copy of most recent annual report/audited financial statement/990
9. How project’s results will be evaluated or measured
10. List of company employees involved with the organization
11. Explanation of why grantmaker is considered an appropriate donor for project
12. Listing of board of directors, trustees, officers and other key people and their affiliations
13. Detailed description of project and amount of funding requested
14. Contact person
15. Copy of current year’s organizational budget and/or project budget
16. Listing of additional sources and amount of support
17. Additional materials/documentation
Initial approach: Proposal to nearest company facility
Copies of proposal: 1
Board meeting date(s): Dec. 1
Deadline(s): None
Final notification: 2 months
Additional information: Proposals should include the organization’s fax number and indicate if request for funds is annual.

Donors & Leadership

Donors:
Caterpillar Inc.

Officers and Directors:
James W. Owens, President
S.C. Banwart, Vice President
M.H. Collier, Vice President
T.L. Elder, Vice President
Stuart L. Levenick, Vice President
James B. Buda, Secretary
Robin D. Beran, Treasurer

EIN:

376022314

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