State Policy Network Members
P. O. Box 59468
Founded in 1989, the Alliance focuses on traditional values and free-market issues in the State of Alabama.
With a heavy emphasis on traditional family values, the Alabama Family Alliance addresses issues such as: abortion, adoption, euthanasia, pornography, religious equality, parental rights, gays in the military, women in combat, and same-sex marriage. Recent policy reports published by the Alliance include Video Vice: The Economic and Social Consequences of Legalizing Video Gambling in Alabama and Theft by Consent: The Lottery's Economic and Social Impact on Alabama, both by Dr. John Hill, Senior Policy Analyst at the Alliance.
The Alliance is associated with the Physician's Resource Council, a network of physicians for involvement in medically related public policy and legislative issues. Alabama's PRC is one of the largest councils in the nation, with more than 350 physicians involved. Dianna Lightfoot, who is on the staff of the Family Alliance, also serves as Director of PRC.
Regular publications by the Alliance include The Alabama Citizen, a monthly insert in the magazine put out by Focus on the Family. The Alliance is affiliated with Focus on the Family, although they receive no direct financial support. A monthly publication, OnCall, highlighting public issues of concern to doctors is also published by the Alliance on a regular basis.
Funding: A grant of $2,500 from the Roe Foundation was reported in 1995.
Dianna Lightfoot, Director of the Physician's Resource Council, is also listed among national public policy experts as a member of the Heritage Foundation Resource Bank. She was appointed in 1996 to the Board of the State Council on Child Abuse and the Advisory Board of The Children's Trust Fund.
A former policy analyst at the Alliance, Patrick Poole became the Director of Governance and Privacy projects for the Free Congress Foundation in Washington, DC, in February 1998. Prior to leaving, he was author of two reports, Dollars and "Sense": How Outsourcing Can Save Money for Alabama Schools and Should Alabama Privatize Prisons? A Comparative Analysis.
GOLDWATER INSTITUTE FOR PUBLIC POLICY
201 N. Central Ave., Concourse
The Goldwater Institute for Public Policy is a 501(c)(3) research and educational organization that advocates public policy founded upon the principles of limited government, economic freedom, and individual responsibility.
The Goldwater Institute concentrates on economic and fiscal policy issues at the state and local levels in Arizona. The Institute publishes policy papers, editorials, and speeches, and conducts seminars.
The Goldwater Institute has published reports promoting charter schools, school choice, and privatization. Moreover, it has published works by authors affiliated with the Heritage Foundation, the John Locke Foundation, and the Mackinac Center.
According to Arizona Senator Thomas Patterson (R): "The Goldwater Institute has a well-deserved reputation for thoughtful, hardhitting analysis of public issues. The Institute's reports and seminars make a significant difference for policy makers in state government."
The Goldwater Institute for Public Policy was established in 1988. It was formerly called the Barry Goldwater Institute for Public Policy.
Funding: Revenues of $440,148 in fiscal year 1995 included grants of $25,000 from the J.M. Foundation, $25,000 from the John M. Olin Foundation, and $10,000 from the Roe Foundation.
The Institute received 99 percent of its revenue from contributions and grants awarded by foundations, businesses, and individuals.
Board of Directors:
A relative newcomer, the Arkansas Policy Foundation was established in 1995 as a "conservative, free-market oriented" state-based policy foundation.
In its first year of operation, the Foundation spent approximately one-third of its revenues on producing and distributing over 30,000 copies of research papers, executive summaries, and surveys. The organization also sponsored speakers and issues forums attended by 430 individuals.
Funding: In 1995, the Foundation raised $144,526 in revenues, with 99 percent coming from contributions and grants awarded by foundations, businesses, and individuals. Grants included $10,000 from the Roe Foundation and $1,000 from the Charles G. Koch Charitable Foundation.
Board of Directors:
* Fritz Steiger is also on the board of the Texas Public Policy Foundation.
208 W. Main
The Children's Educational Opportunity Foundation America (CEO America) was established in May 1994 by the Texas Public Policy Foundation with a $2 million grant from the Walton Family Foundation.
The mission of CEO America is to expand the privately funded voucher programs designed to permit school choice by low-income families. The concept of giving privately funded vouchers to inner-city schools originated with J. Patrick Rooney of the Golden Rule Insurance Company in Indianapolis, Indiana. Rooney established the Educational Choice Charitable Trust in Indianapolis in 1991, which offered to pay half the tuition for up to 500 children so they could attend a school of the parents' choice.
Currently, there is a nationwide network of some thirty private voucher programs assisting more than 13,000 low-income students. These programs boast funds of approximately $30 million, which is used to pay for about half the tuition for the school of low-income parents' choice. The goal of CEO America is to create a minimum of at least ten private voucher programs a year over the next five years.
CEO America provides funding for private voucher programs in communities around the country through Challenge Grants that make money available for vouchers and, to a limited extent, for administrative support. They also provide fundraising support and training to assist communities in starting their own programs. In April, CEO announced a $50 million to the Edgewood School District in San Antonio that will provide vouchers for nearly 14,000 students in the district to go to a school of their choice.
Funding: Founded with a $2 million grant from the Walton Family Foundation, CEO America actively solicits funds for its scholarships. In 1996, it hosted the "First Presidential Golf Challenge," which raised $1.2 million. The golf challenge was organized after President Clinton raised $76,000 for his daughter's private school by auctioning a round of golf with himself. Among the foundations that contribute to CEO America are those associated with the National Basketball Association teams.
Board of Directors:
President - Fritz Steiger
(former Executive Director - Texas Public Policy Foundation)
also on the board of Texas Public Policy Foundation
Staff: The President of CEO America is Fritz Steiger, who served as Executive Director of the Texas Public Policy Foundation, but moved to CEO America when it was founded in 1994. Prior to that, he had been Director of the Wal-Mart Foundation since 1981. He also served as Director of Public and Governmental Affairs for Wal-Mart Stores, Inc.
GOLDEN STATE CENTER FOR POLICY STUDIES
1127 11th Street, Suite 206
The Center is one of the on-going programs of the Claremont Institute located in Claremont, California.
The purpose of the Golden State Center is to educate policy makers on issues such as the budget, group preferences and quotas, education reform, environmental regulation, taxation, health care, and welfare reform. The Center holds policy briefings in Sacramento for state legislators. In 1996, the Center focused extensively on affirmative action. The 1995 budget for the Claremont Institute shows more than $1 million going to the Golden State Center for national public policy issues ($512,348) and California public policy matters ($506,233).
Other programs conducted by the Claremont Institute include the Center for the Study of Natural Law, Center for the American Constitution, Center for Environmental Education Research, International Affairs Center, and Doctors for Responsible Gun Ownership.
The Claremont Institute was founded in 1979. While its work is national in scope, it gives special emphasis to issues in California.
The Institute hosts the annual Winston Churchill dinner at which it presents its Statesmanship Award. Past winners have included President Reagan, William F. Buckley, Jr., Justice Clarence Thomas, and Jack Kemp.
Funding: In 1995, the Institute reported revenues of almost $2 million. Grants and contributions made up approximately 91 percent of those revenues. Grants included $75,000 from the John M. Olin Foundation, $40,000 from the Lynde and Harry Bradley Foundation, $25,000 from the William H. Donner Foundation and $25,000 from the Philip M. McKenna Foundation. Major grants in 1994 came from the Aequus Institute ($100,000), the Sarah Scaife Foundation ($75,000), and from the Anschutz Foundation ($5,000). The Institute claimed net assets of $1,412,385 in 1995. Approximately 1 percent of its revenues come from dividends and interest from securities.
Board of Directors:
Howard F. Ahmanson, Jr. (Fieldstead & Company)
Vice President for the Study of Statesmanship and Political Philosophy - Michael Warder. A former Executive Vice President of the Rockford Institute, Warder was also with the Ethics and Public Policy Center in Washington, DC. From 1980 to 1983, he was Director of Administration for the Heritage Foundation.
NATIONAL TAX LIMITATION COMMITTEE
151 N. Sunrise Avenue, Suite 901
Established in 1975, the Committee is affiliated with the 501 (c)(3) National Tax Limitation Foundation and the National Tax Limitation Political Action Committee.
The Committee seeks to bring about structural change at the federal, state, and local levels to control fiscal spending and to restore balance between branches and levels of government. It focuses on reducing the size and scope of government at all levels and promoting the free-enterprise system.
The Committee hosts a coalition of organizations promoting privatization called "Americans for Responsible Privatization." It has published a book entitled Setting Limits: Constitutional Control of Government.
Funding: The Committee reported total revenues in 1994 of $368,847, 56 percent of which came from fees for services provided to affiliates and $160,532 from contributors.
Board of Directors:
PACIFIC RESEARCH INSTITUTE FOR PUBLIC POLICY
755 Sansome Street, Suite 450
The Pacific Institute for Public Policy Research was established in 1979, changing its name to Pacific Research Institute in 1984.
With an emphasis on California, the Institute conducts research into all areas of public policy and how it can be improved using market-based solutions. It has received media coverage in Newsweek,The Economist, New York Times, Chief Executive, Los Angeles Times, and on ABC's 20/20. The Institute provided testimony before California's Board of Regents on behalf of the Civil Rights Initiative (Prop. 209).
Three quarterly newsletters are published: Ideas in Action, Pacific Outlook, and President's Quarterly.
Funding: Total revenues in 1995 were $1,657,304, of which $1,525,489 came from grants and contributions awarded by foundations, businesses, and individuals. Grants in 1994 and 1995 include $60,000 from the Lilly Endowment, $50,000 from the David H. Koch Charitable Foundation, $50,000 from the Charles G. Koch Charitable Foundation, $50,000 from the John M. Olin Foundation, $8,000 from the Philip M. McKenna Foundation, $7,500 from the Earhart Foundation, $5,000 from the Aequus Institute, $2,500 from the Magowan Family Fund, and $2,000 from the Ruth and Vernon Taylor Foundation.
In 1996, total receipts were $1,454,218, with $1,333,259 in the form of grants and contributions.
Board of Directors:
David H. Keyston
3415 South Sepulveda Blvd., Suite 400
Established in 1978, the Reason Foundation is a national 501(c)(3) research and educational organization that provides "practical public policy research based upon the principals of individual liberty and responsibility and limited government."
Reason conducts privatization research on a consulting basis for local governments through a subsidiary, the Local Government Center. Reason is considered the most effective libertarian group at producing "nuts and bolts" strategies for reducing government. Many of Reason's plans for privatization and deregulation have been implemented at the state and local level.
According to Kansas State Rep. Kay O'Connor (R): "For the past year-and-a-half, the Reason Foundation has offered invaluable assistance to the school choice movement in Kansas...the value of the help we have received from the Reason Foundation simply cannot be overstated."
Reason publishes books, policy studies, privatization how-to-guides, congressional testimonies, privatization periodicals, and seminar transcripts. It also publishes Reason magazine, which has the highest circulation of any libertarian magazine, with a monthly circulation of over 45,000. Contributing editors to Reason include: John Hood (Vice President, John Locke Foundation); Brink Lindsey (Cato Institute); and John McClaughry (President, Ethan Allan Institute). Reason also issues a monthly newsletter (Privatization Watch), a quarterly newsletter Reason Report and Issue Paper.
The Reason Public Policy Institute (RPPI), a division of Reason Foundation, mixes theory and practice to influence public policies. The Institute's research draws upon economics, science, and institutional analysis to critique public policies and advance new ideas. The Institute adheres to a political philosophy that supports rule of law, economic and civil liberty, and personal responsibility in social and economic interactions.
RPPI specializes in four policy areas: infrastructure and transportation; urban land use and economic development; environmental quality; and education. RPPI has almost twenty years of experience in privatization; competitive contracting and analysis of public-sector institutional reforms to enhance efficiency.
Funding: In 1996, Reason's budget grew to a new high of $3.99 million. Grants included $131,400 from the Lilly Endowment, $100,000 from the David H. Koch Charitable Foundation, $85,000 from the Lynde and Harry Bradley Foundation, $75,000 from the Sarah Scaife Foundation, $640,680 from the Smith Richardson Foundation, $55,000 from John M. Olin Foundation, $50,000 from the Claude R. Lambe Charitable Foundation, $42,201 from the William H. Donner Foundation, $15,000 from the Grover Aequus Institute, $12,500 from the Gilder Foundation, $10,000 from the Grover and Mary Cain Foundation and $3,000 from the Roe Foundation.
Reason received 64 percent of its revenue from contributions and grants awarded by foundations, businesses, and individuals.
Board of Directors or Trustees
Executive Vice President/Treasurer- Bryan Snyder
CAPITOL RESOURCE INSTITUTE
1314 H Street, Suite 203
Dr. James Dobson of Focus on the Family has recognized the Capitol Resource Institute as one that ". . . provides crucial leadership for the development of pro-family coalition work in California. . . They have been an example for other pro-family groups in other states."
The Institute conducts various conferences and seminars, including it annual "City on the Hill" conference. It puts out weekly media releases, primarily radio and publishes a monthly newsletter, California Citizen.
Lobbying activities are conducted by the Institute as described in its Lobbying Statement filed with the 1996 federal tax return:
"Capitol Resource Institute does some limited lobbying as reported. As a family policy center, we are involved with issues and policy which affects families. Our office does not contract out for any of its lobbying activities. We occasionally mail position papers of support or oppose on legislation to state legislators and their offices as well as individuals who support our office. We also occasionally use our newsletter and policy papers to advocate a position on certain legislative issues and request their support and action. In regards to broadcast, we will sometimes take a position on a state legislative issue and request the listeners of radio or readers of print media to share our position and encourage them to contact their elected state representative. We also have a registered lobbyist in our office for the purpose to encourage state legislators to vote a certain way on a few key pieces of legislation that greatly affects families in California. Finally, we sometimes participate in a rally or speaking engagement where we may take a position on a piece of legislation before the California State Legislature."
Funding: The Institute reported total revenues of $412,905 in 1994, with 80 percent coming from contributions and grants awarded by foundations, businesses, and individuals. In 1996, however, total revenues were only $193,446, with $165,007 reported as grants and contributions.
14142 Denver West Parkway, Suite 185
Promoting limited government and free markets in Colorado and the Rocky Mountain region are the avowed goals of the Independence Institute founded in 1985 by David D'Evelyn and John Andrews. The Denver Post has recognized the effectiveness of the Institute by writing, "In the great debate over the proper role of government in America, the Independence Institute is convincing many Coloradans that government should be limited in scope."
Education reform is one of the highest priorities of the Independence Institute. A Parent Information Center has been set up at the Institute that provides comparative data about test scores, school facilities, and demographics for schools throughout the state. The Institute credits its co-founder, the late David D'Evelyn, for Colorado's 1993 enactment of the best charter schools law in the United States.
The Criminal Justice Research Center at the Institute is widely recognized for its research regarding the right to keep and bear arms.
The Chuck Stevinson Center for the Study of Local Government provides elected officials with "ideas on how to ensure that their policies maximize the amount of power and responsibility left in the hands of families, citizens and communities." The Center sponsors an annual Summer Symposium in Vail, Colorado.
The Institute airs two weekly television shows on Channel 12, KBDI in Denver. Independent Thinking, an interview program hosted by Research Director Dave Kopel, is seen in Denver at 7:00 p.m. on Fridays. Colorado Inside-Out is a public affairs roundtable discussion that includes Dave Kopel and John Andrews as regular participants. It is shown on KBDI at 8:00 p.m. each Friday and at 11:30 a.m. on Sundays.
Funding: Revenues of $472,753 in 1995 included a $37,500 grant from the William H. Donner Foundation, $30,000 from the Castle Rock Foundation, and $3,500 from the Roe Foundation, along with other grants and contributions from businesses and individuals. A total of $93,704 was generated from membership dues and $28,314 from the sale of publications.
Board of Directors:
600 World Trade Center
The work of the Center for the New West is designed to promote free trade, entrepreneurship, and free-market economic development, particularly in twenty western states. The primary focus of the Center is energy, the environment, education, telecommunications, and economic and infrastructure development.
Considered by many people to be the leading think tank in the western part of the United States, the Center's activities are grouped under six program areas:
(1) Forums, seminars, and conferences bring together top policy makers, business executives, academics, and other opinion leaders to explore emerging trends in economics, politics, and American culture.
(2) The Institute for Information Policy & Culture focuses on how information technology is changing American culture.
(3) The Institute for High Performance Communities develops strategies, trains community leaders, and cultivates entrepreneurship.
(4) The Western Hemisphere Institute focuses on intellectual property rights, transparency, and other New Economy issues, particularly those related to trade, energy, infrastructure, and the environment.
(5) Western Policy Studies include policy analysis and strategy development on issues like public lands reform and fundamental tax reform.
(6) Dreamers & Doers focuses on the link between
economic development and
In addition to the six program areas, the Center has created the Environmental Education Research Institute directed by Michael Sanera. The Institute's mission is to improve the quality of teaching on environmental issues in America's K-12 schools.
Funding: In 1994, the Center had revenues of $2,062,037 with 56 percent coming from gifts and grants awarded by foundations, businesses, and individuals. Between 1989 and 1993, U.S. West Communications contributed $3,820,500 to the Center. Approximately one-third of the budget comes from contract research fees.
Board of Trustees:
Steve Bartolin (President, Broadmoor Hotel, Colorado
THE YANKEE INSTITUTE FOR PUBLIC POLICY
117 New London Turnpike
This is one of the smaller members of the State Policy Network, but it seems to enjoy a widespread reputation.
Primary focus is on education reform, individual liberty, taxation and regulation reform. The Institute sponsors seminars and conferences, and publishes research papers. It also provides public affairs television programming broadcast on cable systems statewide. The Institute publishes a quarterly journal entitled Policy Perspective.
Funding: Contributions and grants have been declining for the Institute, down an average of 36 percent per year for the last five years. Its total revenue in 1995 was $13,523, with 52 percent of that from contributions and grants awarded by foundations, businesses, and individuals. It received a grants from the Roe Foundation for $2,500. The remaining $6,518 came from special fundraising events.
Board of Directors:
Academic Advisory Board: This group includes professors from University of Connecticut, University of Hartford, and Trinity College.
AMERICAN LEGISLATIVE EXCHANGE COUNCIL (ALEC)
910 17th Street., N.W., Fifth Floor
The American Legislative Exchange Council (ALEC), established in 1973, is the nation's largest individual membership organization of state legislators. ALEC provides research and analysis to state lawmakers and other state policy leaders and is committed to the principles of individual liberty, limited government, federalism, and free markets.
ALEC functions through nine Task Forces that serve as public policy laboratories in which model legislation and polices are discussed, developed, and approved for dissemination to legislators across the country. In 1995, 978 model ALEC bills were introduced in the states and 231 of them passed. Task Forces also commission and publish research, write issue papers, and sponsor workshops at ALEC meetings. State legislators and private sector representatives are members of the task forces.
Model legislation includes the Labor Organizations Deductions Act, Prohibition of Negative Check-Off Act, Starting (Minimum) Wage Repeal Act, and the Medical Savings Account Bill. In addition, ALEC adopted a Social Security privatization resolution at their 1997 annual meeting after hearing a speech by Steve Buckstein, president of the Cascade Policy Institute.
ALEC's membership includes 31 Speakers and Speaker Pro Tems; 37 Senate Presidents and Senate President Pro Tems; 25 Senate Majority and Minority Leaders; 38 House Majority and Minority Leaders. In addition, 12 current governors and 77 members of Congress are alumni of ALEC.
ALEC is a 501(c)(3) organization affiliated with the ALEC Foundation at the same address. ALEC has approximately 27 employees.
Funding: Revenues of $4,335,658 in 1994 included grants of $75,000 from the Alleghany Foundation, and in 1995, $50,000 from the Castle Rock Foundation and $1,500 from the Roe Foundation.
ALEC received $2,088,307 or 48 percent of revenue from conference and seminar fees and $1,520,372 or 35 percent from contributions and grants awarded by foundations, businesses, and individuals.
Total revenues for 1996 were $5,346,906.
National Board of Directors (Officers)
Private Enterprise Board
Jane Cahill (Coastal Corp.)
1320 18th St., N.W., Suite 200
Americans For Tax Reform (ATR) opposes all tax increases at the federal, state, and local levels, and serves as a national clearinghouse for the grassroots taxpayer movement. ATR also lobbies at the federal and state levels on behalf of lower taxes and less government regulation.
Its flagship program is the Taxpayer Protection Pledge against higher taxes. Since 1986, thousands of candidates have run for federal and state office as Pledge Takers committed to resist tax increases.
ATR, a 501(c)(4) organization, was established in 1985 at the suggestion of the Reagan administration to build coalition support for the 1986 tax reform bill. It is affiliated with the 501(c)(3) Americans for Tax Reform Foundation the research and education arm of Americans for Tax Reform located at the same address.
ATR Foundation promotes "Tax Freedom Day" and the "Cost of Government Day." "Tax Freedom Day" is the day on which the average American's "tax obligations are fully paid to the government" (currently the first week of May). The "Cost of Government Day" is that plus the cost of "government-imposed financial obligations," or regulations (currently the second week of July).
ATR Foundation has two periodicals: American Tax Reformer, a bimonthly tabloid, and the Anti-VAT Report, a newsletter.
ATR has been promoting Social Security privatization. It has a tax reform Social Security Calculator on the Internet that provides the tools to understand Social Security "from your bottom line." In addition, ATR has been conducting a talk radio campaign on the issue.
ATR also coordinates a broad "Leave Us Alone" coalition that consists of activists who wish to see government exert less control. Members of this coalition include school choice supporters, parents groups, property owners, gun owners, farmers, and small business people.
Funding: ATR had revenues of $844,610 in 1994. In that year, ATR received $843,238 or 99.8 percent of revenue from contributions and grants. In 1996, revenues reached a total of $6,547,008, with more than 99 percent from grants and contributions.
ATR Foundation had revenues of $301,949 in 1995. The Foundation received 100 percent of its revenue from contributions and grants awarded by foundations, businesses, and individuals, including $100,000 from the John M. Olin Foundation, $40,000 from the Lynde and Harry Bradley Foundation, and $5,000 from the Roe Foundation. In 1994, the Foundation received $15,000 from the J.M. Foundation. In 1996, total revenues for the Foundation were $3,125,636.
Norquist is helping state organizations working to introduce initiatives related to the use of union dues for political purposes and coordinating the nationwide campaign against labor with both legislation and initiatives.
In addition, Norquist is a featured columnist for The American Spectator. Norquist practices a "take no prisoners" form of activism, "How do you ever expect to gain allies [if what you say is] 'I'm standing in the train tracks and the train is going to run me over, but the right and virtuous thing for you to do is stand with me while we lose?'... I think you run up 100 yards and blow [up] the train tracks and then see what the train thinks about that." According to a Washington Post feature story, Norquist is "a combination architect, gatekeeper, drill sergeant and mother hen of the right."
Executive Director - Audrey Mullen. Mullen also represents Women for Tax Reform.
General Counsel and Chief Economist- Peter J. Ferrara
Director, Initiatives and Referendums- Kolt James
1000 Massachusetts Ave., N.W.
The Cato Institute is a 501(c)(3) public policy research institution that favors a "market liberal" approach to political and economic issues. The Institute is named for Cato's Letters libertarian pamphlets that helped lay the philosophical foundation for the American Revolution.
Cato undertakes an extensive publications program dealing with a wide range of policy issues. Books, monographs, and short studies are commissioned to examine the federal budget, Social Security, monetary policy, natural resource policy, military spending, regulation, NATO, international trade, and myriad other issues.
Cato is considered to be the leading libertarian think tank. Cato has been called "Washington's hottest think tank" by the Boston Globe, and New York magazine said since the  election, Cato has been at the white-hot center of the revolution. Moreover, according to The Nation "except for Heritage, no think tank's influence is felt more strongly in Washington than the Cato Institute."
Cato actively supports efforts to provide educational choice to parents of all income levels and to create Medical Savings Accounts as a free-market solution to rising health care costs.
In 1991, Cato published Liberating Schools: Education in the Inner City. Many of the contributors argued that only increased choice and autonomy will improve the plight of urban education. In 1992, Patient Power by John Goodman and Gerald Musgrave made medical savings accounts a popular and much-discussed idea. In 1994, Cato printed more than 300,000 copies of an abridged edition of Patient Power. Cato continues to examine the issue of educational freedom, publishing School Choice: How You Need It, How You Get It by David Harmer.
Cato is actively supporting Social Security privatization and is coordinating strategy and policy with ALEC and other conservative think tanks. Cato's Project on Social Security Privatization is publishing several plans for privatizing Social Security including one by Peter J. Ferrara who, in addition to being an associate at Cato, is the general counsel and chief economist of Americans for Tax Reform.
Cato's Internet Web site offers a benefits calculator enabling individuals to generate data on their personal retirement benefit levels. The Web site lets individuals personalize data, adjusting it to their anticipation of factors such as income, inflation rate, and rate of return on stocks and bonds.
Cato hosts major policy conferences throughout the year, from which papers are published in Cato Journal. The Institute also publishes a quarterly magazine, Regulation, which was acquired from the American Enterprise Institute in 1990.
Cato was founded in 1977 by Edward H. Crane and Kansas industrialist Charles G. Koch in San Francisco. Its biggest financial benefactor has been the Koch family, owners of Koch Industries, an oil, natural gas, and land-management firm that is the second largest privately owned company in America. In 1996, Cato had a staff of fifty and an operating budget of $7.9 million.
Funding: Revenues of $6,436,365 in 1994 included grants of $140,000 from the Gordon and Mary Cain Foundation, $135,000 from the Sarah Scaife Foundation, and $10,000 from the Grover Hermann Foundation. In 1995, Cato received $500,000 from the Claude R. Lambe Charitable Foundation, $500,000 from the David H. Koch Charitable Foundation, $50,000 from the John M. Olin Foundation, $35,000 from the John William Pope Foundation, $18,000 from the William H. Donner Foundation, $15,000 from the Sumark Foundation, and $5,000 from the Roe Foundation.
Cato received $5,951,988 or 92 percent of its revenue from contributions and grants awarded by foundations, businesses, and individuals.
Board of Directors or Trustees:
Chairman - William Niskanen
President and CEO - Edward
Vice President, External Affairs- Leanne Abdnor
CENTER FOR EDUCATION REFORM (CER)
1001 Connecticut Avenue N.W., Suite 920
Founded by Jeanne Allen in 1993, the Center claims to have
the most extensive database of education reform efforts, making it the first
place people around the country go for advice, consultation, and hands-on help
on reforming the educational system.
Allen, a former official with the U.S. Department of Education, has written the School Reform Handbook: How to Improve Your Schools. More than 12,000 copies have been distributed nationwide. The Center has also published the nation's only comprehensive directory of charter schools. The newsletter, Opportunity, is published quarterly.
In 1995, the Center helped found the Education Leaders Council, a national organization of state and local education officials who advocate more community control of schools.
Future plans for the Center include the production of instructional videos to teach parents, educators, and civic groups how to organize at the grassroots to achieve local school reform. CER is also training an education reform field staff to provide on-site help to education reformers and is expanding its research efforts in support of reform advocates.
Funding: From its original budget of $120,270 in 1993, the Center has expanded its funding sources to a total of $577,534 in 1996. During those three years, contributions have come from the J.M. Foundation ($10,000), the Scaife Family Foundation ($75,000), the John M. Olin Foundation ($50,000), the John William Pope Foundation ($5,000), Roe Foundation ($5,000), and the Sunmark Foundation ($4,000).
Board of Directors:
G. Carl Ball (West Chicago, IL)
CITIZENS FOR A SOUND ECONOMY EDUCATIONAL FOUNDATION
1250 H Street, N.W., Suite 700
Citizens for a Sound Economy (CSE) is a 501(c)(4) grassroots organization that promotes free-market solutions to economic problems. It claims membership of 250,000. CSE concentrates on nine major issues: electricity deregulation, environmental and regulatory reform, FDA modernization, health care, insurance, tax and budget reform, telecommunications, tort reform, and trade policy.
In 1995 CSE authored more than 130 policy papers; distributed almost 8 million pieces of mail and conducted approximately 50 different advertising campaigns reaching almost every state. Further, CSE spokesmen made over 175 radio and television appearances; CSE published 235 op-eds; and CSE members made over 42,000 calls to their elected representatives. In addition, CSE airs a weekly radio show, Its Your Money, which is broadcast on stations across the country.
Citizens for a Sound Economy Foundation is the 501(c)(3) research and education division of Citizens for a Sound Economy. The Foundation is perhaps most well known for advocating reform of the Food and Drug Administration "since 25 cents of every consumer dollar is touched by the FDA's regulatory apparatus." The Washington Post called the Foundation "one of FDA's strongest critics."
The Foundation runs training programs for congressional staff on economic and policy matters, and presents awards to members of Congress who vote in favor of market-based economic policies 80 percent or more of the time. Recently, the Foundation has been sponsoring the "Scrap the Code" tour, which features House Majority Leader Dick Armey (R-TX) and Congressman Billy Tauzin (R-LA) traveling across the country debating different versions of comprehensive tax reform.
CSE was established in 1984 and has state chapters in Alabama, Illinois, Louisiana, New Jersey, New York, and Texas, and Virginia. Combined, the two affiliates have approximately 50 employees.
Funding: In 1994 the two affiliates had combined revenues of $10,014,547 (CSE - $6,628,118, CSE Foundation - $3,386,429). Grants included $150,000 from the Sarah Scaife Foundation, $60,000 from the Gordon and Mary Cain Foundation, $17,500 from the F.M. Kirby Foundation, and $200 from the United Educators Foundation. In 1995, $600,000 from the David Koch Charitable Foundation, $300,000 from the Claude Lambe Charitable Foundation, $100,000 from the Scaife Family Foundation, $35,000 from the John M. Olin Foundation, $35,000 from the John William Pope Foundation, $24,484 from the Charles Koch Charitable Foundation, $17,000 from the Philip McKenna Foundation, and $1,000 from the Roe Foundation.
CSE received $6,389,115 or 96 percent of its revenue from contributions and grants. The Foundation received $3,217,394 or 94 percent of its revenue from contributions and grants received from foundations, businesses, and individuals.
In 1996, total revenues for CSE were $5,070,372.
CSE Board of Directors or Trustees:
Tom Knudsen (New York)
CSE Foundation Board of Directors or Trustees:
James C. Miller III is CSE Counselor. Miller is a former OMB Director in the Reagan Administration and unsuccessful U.S. Senate candidate in Virginia. Miller is also a member of the Advisory Board of the Cato Project on Social Security Privatization.
COMPETITIVE ENTERPRISE INSTITUTE
1001 Connecticut Ave N.W., Suite 1250
The Competitive Enterprise Institute was established in 1984 in Washington, DC. It is a pro-market, public policy group committed to advancing the principles of free enterprise and limited government. The Institute specializes in deregulation, science and technology issues, and free-market environmentalism.
The Boston Globe has called CEI, "One of Washington's feistiest think tanks." It sponsors the Jefferson Group Forum for Free Market Discussion, a bi-weekly meeting for members. CEI awards the annual Warren T. Brookes Fellowship in Environmental Journalism. The Free Market Environmental Bibliography is published annually. The Institute began lobbying in 1995, spending $2,088 on grassroots lobbying in the first year.
Funding: The Institute had revenues of $2,260513 in 1995, 97 percent coming from contributions from foundations, businesses, and individuals. Grants in 1995 included $150,000 from the Scaife Family Foundation, $60,000 from the Lynde and Harry Bradley Foundation, $25,000 from the David H. Koch Charitable Foundation, and $20,000 from the Claude R. Lambe Charitable Foundation. Grants in 1994 included one from the Gilder Foundation in the amount of $250,000, $60,000 from the Sarah Scaife Foundation, $15,000 from the Philip M. McKenna Foundation, $10,000 from the Earhart Foundation, $10,000 from the Aequus Institute, $5,000 from the Vernon K. Krieble Foundation, $5,000 from the Roe Foundation, $5,000 from the Alex C. Walker Foundation, and $2,500 from the John William Pope Foundation.
Board of Directors:
316 Pennsylvania Ave. S.E., Suite 403
Established in 1987, the Congressional Institute focuses on the changing nature of representative government, with an emphasis on decentralization. It publishes a bimonthly magazine, We the People.
The Institute is a 501 (c)(4) corporation.
Board of Directors:
FREE CONGRESS RESEARCH AND EDUCATION FOUNDATION
717 2nd Street N.E.
The Free Congress Foundation was founded in 1977 by Paul Weyrich, who was also a founder of the Heritage Foundation. The names comes from the Committee for a Free Congress, which was created in 1974 to provide a Congress free of "union domination" in opposition to organized labor's attempt to establish a "veto-proof" Congress that would support labor's agenda.
Free Congress claims to have trained over 7,000 grassroots activists and organizations in the United States since October 1995. It conducts its training sessions on a monthly basis through the Krieble Institute. The Foundation sponsors CNET, a monthly satellite television program that allows conservative groups around the country to focus on the same policy issues at the same time and act on them.
The Foundation sponsors the annual "American Founders Freedom and Governance Award. 1995 recipients were House Speaker Newt Gingrich (R-GA), Majority Leader Dick Armey (R-TX), and Majority Whip Tom Delay (R-TX).
In 1994, Free Congress spent $39,034 on grassroots lobbying, down 62 percent from the 1994 expenditures.
Funding: Free Congress reported total revenues of $9,140,413 in 1994, 80 percent of which came from contributions and grants from businesses, foundations, and individuals. Grants in 1994 included $120,000 from the Vernon K. Krieble Foundation, $50,000 from the Milliken Foundation, $30,000 from the F. M. Kirby Foundation, $25,000 from the Samuel Roberts Noble Foundation, $10,000 from the Gilder Foundation, $7,500 from the Anschutz Foundation, and $5,000 from the Grover Hermann Foundation.
In 1995, contributions came from the Carthage Foundation ($720,000), the Lynde and Harry Bradley Foundation ($450,000), the Castle Rock Foundation ($150,000), the Roe Foundation ($55,000), the John M. Olin Foundation ($50,000), the Philip M. McKenna Foundation ($15,000), and the John William Pope Foundation ($10,000).
Board of Directors:
Hon. William Armstrong
214 Massachusetts Ave., N.E.
Founded in 1973, the Heritage Foundation is a 501(c)(3)
organization that analyzes research and publishes studies on major economic and
foreign policy issues. Heritage's mission is to formulate conservative public
policies based on the principles of free enterprise, limited government,
individual freedom, traditional American values, and a strong national defense.
Many of Heritage's proposals produce academic debate and legislative
Heritage's research is widely credited with having been influential in the passage of NAFTA, welfare reform, telecommunications reform, agricultural subsidies reform, and other laws that have been enacted. It is also involved in the debate on Medicare reform, regulatory reform, tax reduction, immigration, and other issues. In addition, Heritage was instrumental in the creation of the Strategic Defense Initiative.
Heritage is the largest conservative think tank in the nation and the most frequently quoted in the media. According to the Wall Street Journal, "With the Republican's rise to control of Congress, think tank power in the nation's capital has shifted to the right. And no policy shop has more clout than the conservative Heritage Foundation." Moreover, The Nation reported, "To think of the place as a think tank underestimates its importance. Heritage is a production company that has become a key player in creating the set every day. It is the city's Disney, and the impact of its message-flat tax, privatizing Social Security and religion-based public policy-can only grow."
The Foundation publishes a quarterly journal, conducts scholars program, and provides media with analysis of issues and trends. It claims to be the most broadly based policy think tank in the U.S. with more than 240,000 individual, corporate, and foundation supporters.
Heritage "issue bulletins"-200 a year-typically go out to 650 editorial page editors and thirty to forty national columnists, along with 450 talk-radio hosts. Op-ed articles are sent regularly to fifty papers across the AP DataFeature wire and to 200 others by mail, and one Op-ed is prepared every week for the Knight-Ridder/Tribune News Service.
Heritage effectively argues for tuition tax credits, privatization of Social Security, elimination of a federal presence in education, and conversion of Medicare into a voucher-based medical system. In addition, on March 17, 1998, Heritage published an executive memorandum "17 Million Reasons to Like A+ Accounts." This memo supported legislation sponsored by U.S. Senators Paul Coverdell (R-GA) and Robert Torricelli (D-NJ) that would allow families, single parents, or anyone earning less than $95,000 annually to deposit up to $2,000 per child in after-tax income into interest-bearing savings accounts known as A+ Accounts.
Heritage's Internet Web site has dozens of links to other conservative sites, including "The Labor Home Page," which is run by Heritage but which makes no mention of that tie. The site offers critique's of labor's "politicalization" and informs workers of their "Beck Rights."
Heritage has enthusiastically encouraged the creation of 33 different state think tanks, often modeled after itself. In addition, it has Resource Bank of more than 2,000 conservative public policy experts. Heritage is 501(c)(3) organization with more than 160 employees, 37 of whom are paid over $50,000.
The for-profit computer network, Town Hall, is owned by Heritage along with National Review. Town Hall was started and expanded with a loan of $500,000 from the Lynde and Harry Bradley Foundation.
Funding: Revenues of $28,812,513 in 1995 included $875,000 from the Lynde and Harry Bradley Foundation, $635,000 from Carthage Foundation, $581,400 from the John M. Olin Foundation, $450,000 from the Samuel Roberts Noble Foundation, $100,000 from the Castle Rock Foundation, $100,000 from the Aequus Institute, $75,000 from Philip McKenna Foundation, $55,000 from the Roe Foundation, $50,000 from the Charles Koch Charitable Foundation, $45,000 from the John William Pope Foundation, and $35,000 from the Sunmark Foundation.
In 1994, Heritage received $600,000 from the Sarah Scaife Foundation, $165,000 from the Grover Hermann Foundation, $125,000 from the M.J. Murdock Charitable Trust, $100,000 from the Aequus Institute, $85,000 from the Alex C. Walker Foundation, and $40,000 from the F.M. Kirby Foundation. During that year, the Foundation awarded $57,480 in grants, including $20,000 to the National Commission on Economic Growth and Tax Reform, and $15,000 to the Philadelphia Society.
Total revenues for 1996 were $28,626,078, of which $21,105,769 was in the form of contributions or grants to Heritage. That year, Heritage made the following grants to other institutes: $10,000 to the National Commission on Growth & Tax Reform, $15,000 to the Philadelphia Society, $2,000 to the American Foreign Policy Council, $175,584 to the Institute for European Defense & Strategic Studies, $2,000 to the Darrell Green Youth Life Foundation, $25,000 to the South Carolina Policy Council, $15,000 to Citizens for a Sound Economy, $10,000 to Tom Pauken of Dallas, Texas, $25,000 to the Institute for Children, and $10,000 to the Jesse Helms Center.
President Ed Feulner, Jr. also sits on the board of the Roe Foundation, the Sarah Scaife Foundation, and the Aequus Institute. Jack Kemp was paid $136,364 for public policy research.
Board of Directors or Trustees:
Ronald Reagan Fellow in Public Policy- Edwin Meese, U.S. Attorney General 1985-1988.
Executive Vice President - Phillip Truluck
Vice President, Domestic & Economic Policy Studies
- Stuart Butler. Butler is consider the
Senior Fellow, Political Economy - Daniel Mitchell,
former advisor to Senator Bob
Chairman - Dr. David R. Brown
1717 Pennsylvania Avenue NW, Suite 200
Established in 1991 by William (Chip) Mellor and Clint Bolick, the Institute claims to be the country's only libertarian public interest law firm. The Wall Street Journal has called them "the new civil rights activists."
The Institute specializes in litigation involving free-market economics, private property rights, and other public interest issues. The Institute represents clients free of charge, depending on support from businesses, individuals, and private foundations. In 1995, the Institute filed a school voucher case in Milwaukee.
In addition to litigation, the Institute holds an annual expenses-paid conference for law students.
Funding: Claiming support from more than 3,500 individuals, the Institute had total revenues of around $2.5 million in 1997, demonstrating a steady growth from 1992 when it received just more than $1 million.
Grants from foundations, businesses, and individuals make up about 98 percent of the revenues. The Institute has received contributions from the David H. Koch Charitable Foundation ($250,000), the Lynde and Harry Bradley Foundation ($77,500), the Sarah Scaife Foundation ($60,000), the John M. Olin Foundation ($50,000), the John William Pope Foundation ($35,000), the J. M. Foundation ($25,000), the F. M. Kirby Foundation ($20,000), the John Brown Cook Foundation ($10,000), the Claude R. Lambe Charitable Foundation ($3,430), the Roe Foundation ($3,000), and the Ruth and Vernon Taylor Foundation ($2,000).
Board of Directors:
Vice President - Clint Bolick (Author of two books: The Affirmative Action Fraud: Can We Restore the American Civil Rights Vision? and Grassroots Tyranny: The Limits of Federalism, both published by the Cato Institute.)
2017 Delta Blvd. Suite 102
Responding to the need for public policy institutions that could examine state issues, the James Madison Institute was founded in March 1987. In 1994, it merged with the Center for World Capitalism, located on the campus of Jacksonville University. A professional association for Florida educators, the Professional Educators Network (PEN) was established in 1995 by the Institute.
The Institute has identified six main issues.
Education - promotes parental choice in education in all area-curriculum, the school attended, quality of faculty.
Free Enterprise - a recent study by the Institute provides evidence that increasing economic freedom also means increasing productivity.
Health Care - advocates concepts such as Medical Savings Accounts.
Taxation - supports reforms that emphasize low tax rates and less government spending.
Traditional Values - support for individual responsibility, civility, courtesy, voluntary charity, and philanthropy.
Welfare - supports welfare reforms that link benefits to responsibilities.
In addition to its monthly newsletter, the Institute publishes two quarterly journals, the Madison Journal and the Madison Review. Books and Policy Studies published by the Institute focus on economics, education, and health care.
The Center for World Capitalism has awarded its Annual International Prize to Dave Thomas, founder of Wendy's restaurants, Milton Friedman, Michael Novak, and Czech republic prime minister Vaclav Klaus. The Center also has an Eastern European Student Scholarship Program.
Funding: The Institute had total revenue of $1,436,773 in 1995, 91 percent of which came from contributions and grants awarded by foundations, businesses, and individuals, including a grant of $7,500 from the Roe Foundation. The remaining revenue comes from conferences, seminars, and sales of publications.
Board of Directors:
Hoyt Robinson Barnett (Publix Super Markets, Inc.)
Advisory Council: The Advisory Council is made up of individuals representing colleges and universities in the southeast portion of the United States.
GEORGIA PUBLIC POLICY FOUNDATION
4340 Georgetown Square., Suite 608
The Georgia Public Policy Foundation (GPPF) is a 501(c)(3) research and education foundation that focuses on state policy issues. GPPF provides practical information and ideas on key public policy issues to its members, citizens, lawmakers, elected officials, and the media.
The Georgia Public Policy Foundation concentrates on social policy and traditional values in Georgia and is committed to the principles of private enterprise, limited government, and individual responsibility. Specifically, the Foundation concentrates on health care, crime, tax and fiscal issues, school reform and vouchers, and welfare reform.
GPPF has produced studies arguing for an increase in charter schools. In 1996 and 1997, GPPF released Georgia School Report Cards in which they rank state public schools. The Foundation has also promoted medical savings accounts.
The Foundation hosts more than a dozen events each year. Public seminars and forums held have featured Supreme Court Justice Clarence Thomas, Pat Buchanan, Bill Kristol, Jack Kemp, and former South Carolina Governor Carroll Campbell. GPPF's leadership breakfasts have featured guest speakers Georgia Lt. Gov. Pierre Howard, former Georgia Attorney General Michael Bowers, the Wall Street Journal editorial writer John Fund, and Speaker Newt Gingrich.
GPPF was established in 1991 and is a member of the State Policy Network.
Funding: Total revenues of $636,625 in 1995 included a $33,000 grant from the Samuel Roberts Noble Foundation. The Foundation received $635,718 or 99.8 percent of revenue, from contributions and grants awarded by foundations, businesses, and individuals.
In addition, GPPF has an Academic Advisory Board that consists of 19 college professors in the Southeast.
Executive Vice President- Kelly McCutchen
SOUTHEASTERN LEGAL FOUNDATION (SLF)
3340 Peachtree Road N.E., Suite 2515
In 1976, a group of conservative business and civic leaders met in Atlanta to form the Southeastern Legal Foundation. Former U.S. Representative Ben Blackburn (R-GA) was named the first president. The Foundation is a public interest law firm challenging government regulations and tax policies in Georgia and the South. Its mission is to engage in litigation in support of the principles of limited government, individual economic freedom, and the free enterprise system.
Patterned after the "granddaddy" of the movement, the Pacific Legal Foundation, the SLF comes under the umbrella of the National Legal Center in Washington, DC. As SLF's President, Matthew Glavin, explains, "On the left is the ACLU. On the right are a number of regional conservative foundations, like ours, all independent, but sharing a similar philosophy. Most of our issues fit into one of four categories: property rights, affirmative action, tax issues, and individual rights."
SLF attracted national attention in 1994 by entering a lawsuit to enforce Georgia's tuition voucher statute. An early interest in allowing tax exemptions for private schools has dovetailed nicely with a national push for school choice, a subject dear to the heart of Glavin.
Funding: In the fiscal year ending June 1995, the Foundation reported revenue of $416,024, with contributions from foundations, businesses, and individuals accounting for 79 percent of the total. Grants included $50,000 from the Sarah Scaife Foundation, $25,000 from the Samuel Roberts Noble Foundation, $25,000 from the Castle Rock Foundation, $3,000 from the Roe Foundation, and $2,500 from the John William Pope Foundation.
Board of Directors:
President - Matthew J. Glavin
800 E. Northwest Highway, Suite 1080
Founded in 1984, Heartland was the first think tank to focus on free-market issues at the state and local government level. Starting off with regional offices located throughout the Midwest and focusing on original research, Heartland has evolved into a single office in Illinois and now searches for the "best available information on public policy issues" and disseminates it in the "fastest, most convenient and comprehensive manner possible." It now has a staff of eight and a budget of $1.2 million.
Heartland operates the "PolicyFax" system, which faxes research products from more than 200 think tanks and advocacy groups. Heartland distributed 10,000 copies of the 1998 PolicyFax catalog in February to elected officials and journalists. The catalog contains 5,000 document summaries that were edited and formatted by the Heartland's publications director. Heartland also publishes Intellectual Ammunition, a bi-monthly public policy magazine, School Reform News, a monthly newspaper reporting on market-based school reforms, and Environment News.
Heartland is affiliated with the Center for Rebuilding America's Schools, which began as a project of the Heartland Institute, but is now separately incorporated, although located at the same address. Both entities share a common goal of reforming the school system based on "school choice." Dedicated to school-voucher plans, Heartland's School Reform News reports monthly on school reform activities nationwide. The Institute was actively involved with press releases and other public relations efforts on behalf of the tax credit for educational expenses bill that was passed by the Illinois legislature last November.
In addition to vouchers, Heartland is focused on environmental issues. In 1996, a Heartland publication written by Peter Hill and Richard Rue, Eco-Sanity: A Common-Sense Guide to Environmentalism, won the Sir Antony Fisher International Memorial Award for books that made the greatest contributions to the understanding of the free market.
In 1997, the Institute conducted a survey of its members, asking them to rate the most important issues that they would like the Institute to address. Taxes was ranked first, with education, privatization, and regulation tied for second. When asked what percentage of its resources Heartland should devote to certain topics, members recommended that 28 percent be devoted to education, 18 percent to taxes, and 17.5 percent to regulation.
Funding: Revenues of $716,196 in 1995 included grants of $25,000 from the Lynde & Harry Bradley Foundation, $20,000 from the E. L. Craig Foundation (Joplin, MO), $15,000 from the John M. Olin Foundation, $10,000 from the Charles G. Koch Charitable Foundation, and $5,000 from the Roe Foundation. Grants in 1994 included $10,000 from the J.M. Foundation and $2,000 from the United Educators Foundation.
Corporate giving basically reflects the makeup of the board of directors, with $70,000 from the Philip Morris Management Corporation, $70,000 from Procter & Gamble. In addition, the Institute received $30,000 from General Motors Corporation and $20,000 from Ford Motor Company. Large individual contributions came from Barrie Seid (Chicago, IL - $55,000), James Rodney (Birmingham, MI - $44,200), C. Bob Davis (Ephraim, WI - $30,000), Leslie Rose (Palm Beach, FL - $27,500), and John Whelan (President & CEO of Golden Rule Insurance Co. - $10,000). Sheldon Rose of the Ed Rose Company is a consistent contributor to the Institute, and he is also a substantial supporter of the Mackinac Center for Public Policy.
Revenues increased to $747,255 in 1996, with 99 percent coming from public support.
Board of Directors:
Robert Buford (Planned Realty Group Inc.)
Board of Policy Advisors: The Board is made up of eighty-five individuals, most of whom represent various colleges and universities throughout the Midwest.
INDIANA POLICY REVIEW FOUNDATION
Editorial Office: P. O. Box
12306, Ft. Wayne, IN 46863
Established in January 1989 to conduct and distribute research on Indiana issues, the Foundation is the only policy organization in Indiana that focuses exclusively on state and local issues. While most of the research and publications come from the Ft. Wayne office, the Foundation does maintain an office in the state capital as well.
The Foundation conducts panel discussions and seminars around the state focusing on governmental, economic, and education issues at the state and municipal levels. Its purpose is to make sure that issues before city councils and the state legislature are ". . . considered fully and in detail-not merely during an election campaign but week after week and year after year."
A bimonthly journal, the Indiana Policy Review, features articles from individuals around the state on a wide variety of state and local issues.
Funding: In 1995, the Foundation had $415,033 in revenues, 100 percent of which came from contributions from foundations, businesses, and individuals. The Roe Foundation made a grant of $10,000 that year. The foundation claims to depend primarily on its members who donate $50 or more, for its financial backing.
Board of Directors:
7440 Woodland Drive
The company was founded in 1940 by M.A. and Mary Frances Rooney in their home in Lawrenceville, Illinois. In 1948, their son, Pat, graduated from St. John's University in Minnesota and returned to work for the family business. In the 1970s, Golden Rule opened another administrative office in Indianapolis.
J. Patrick Rooney served as Chairman of the Board of Golden Rule Insurance until this year. The company increased its revenues from $39 million in 1981 to $800 million in 1995. To meet the insurance needs of the '90s, Golden Rule introduced several new products, including the Medical Care Savings Accounts.
After the Indiana General Assembly rejected school vouchers, Rooney established the $1.2 million Educational CHOICE Charitable Trust, a private voucher program, in 1991. Managed by Golden Rule, the trust pays half the tuition for more than 1,000 children to attend private schools.
Rooney currently sits on the board of CEO America, the nonprofit organization created in 1994, which has become the national leader in the private school voucher movement.
600 N. Jackson
Located on the campus of Iowa Wesleyan College, the Public Interest Institute focuses primarily on economic issues in the state.
The Institute publishes an annual Statistical Profile of Iowa and has distributed a report showing that Iowa's government employees receive higher wages and salaries than private sector employees. Along with its newsletters, the Institute publishes a quarterly data sheet called the Iowa Economic Scorecard.
Funding: With net assets of $3,210,257 in 1995, the Institute generates more than 50 percent of its revenues ($521,337 in 1994) from dividends, interest, and capital gains on the sale of securities. Only 24 percent of its revenues came from contributions and grants awarded by foundations, businesses, and individuals. The Institute received a $5,000 grant from the Roe Foundation in 1995.
Board of Directors:
IOWANS FOR TAX RELIEF
2610 Park Avenue
Claiming more than 51,000 members, Iowans for Tax Relief is affiliated with the National Taxpayers Union. There is a Tax Education Foundation, which is a 501(c)(3) located at the same address.
The group's mission is to limit and reduce taxes and spending at all levels of government. The organization publishes a program manual titled, Within Our Means: A Taxpayers' Rights Amendment, along with Tax Action Alerts.
The National Taxpayers Union has called them, "the most effective state taxpayers' group in the country."
Funding: With net assets of $1,377,006, the group earned $44,232 in 1994 from dividends and interest from securities. Total revenues for 1994 were $798,573, with 55 percent coming from membership dues. The only significant grant was $70,000 from the National Taxpayers Union.
Board of Directors:
CALVERT INSTITUTE FOR POLICY RESEARCH
2806 North Calvert Street
Established as the first public policy institute in Maryland, the Calvert Institute was founded in 1995 by Doug Munro and Ron Dworkin with Johns Hopkins.
Named after George Calvert (1580-1632), founder of the Maryland Colony "and author of its experiment in freedom of conscience," the Institute focuses on urban policy in relation to taxation and education. It has been a leading advocate in the state for school voucher programs.
Funding: In its initial year of operation, Calvert had revenues of $11,080. It solicits contributions on its Web site.
Board of Directors:
Founder - Ron Dworkin, M.D. & Ph.D. (Author of The Rise of the Imperial Self: America's Culture Wars in Augustinian Perspective)
Barclay A. Greene III, C.P.A.
BEACON HILL INSTITUTE FOR PUBLIC POLICY RESEARCH
The Beacon Hill Institute for Public Policy Research is a 501(c)(3) organization that focuses on federal, state, and local economic policies as they affect citizens and businesses particularly in Massachusetts. The Institute uses state of the art statistical, mathematical, and economic methods to provide timely and readable analyses that help voters, policy makers, and opinion leaders understand today's leading public policy issues. It is affiliated with and incorporated under Suffolk University.
Beacon Hill, for example, produced three studies on "Charitable-giving tax credits"- tax credits awarded to taxpayers who give to qualified charities. Beacon Hill representatives have also testified before Congress on behalf of these tax credits.
Beacon Hill runs the Center for Alternative Welfare Reform, which serves as a clearinghouse about the "compassionate" tax credit-taxpayers through the use of limited tax credits, against tax liabilities, would be able to channel new dollars to local human service organizations to help the poor.
Further, the Institute held a conference on "Compassionate welfare reform," featuring Arianna Huffington, as well as representatives from the Heritage Foundation, Americans for Tax Reform, and the National Center for Policy Analysis.
The Beacon Hill Institute produces a quarterly newsletter, NewsLink, and has a staff of four.
Funding: In 1995, Beacon Hill received $3,000 from the Roe Foundation.
85 Devonshire St., 8th Floor
Established in 1988 by Lovett Peters, a businessman with a background in oil and gas, the Pioneer Institute promotes free-market solutions to public policy problems. It's primary focus is on government programs in Massachusetts, although its "Better Government Competition" is open to contestants throughout the country.
The "Better Government Competition," a contest for new ideas on reducing the state's government and saving taxpayers' money, is the largest program of the Institute.
The Institute sponsors the Charter School Resource Center that helps to set up charter schools, coordinates with businesses and foundations to sponsor the schools, assists in management, performs legal research, and researches policy. It also hosts programs focusing on special education in Massachusetts.
Funding: The Institute had total revenues of $685,953 for 1994, with 96 percent coming from contributions and grants awarded by foundations, businesses, and individuals. In 1995, these grants included $50,000 from the David H. Koch Charitable Foundation and $1,000 from the Roe Foundation.
Board of Directors:
Professor Charles Baker, Sr. (Northeastern University)
THE MACKINAC CENTER FOR PUBLIC POLICY
P.O. Box 568
On June 4, the Mackinac Center celebrated its 10th anniversary with an Open House in its new $2.4 million headquarters. Currently, a staff of seventeen is housed in the new facility, but plans call for fifty professionals on staff.
The Mackinac Center claims that it is inaccurate to call it "conservative" because it draws support from classical liberals (those desiring little government intervention in either personal or economic affairs), conservatives, and moderates. It focuses its research solely on economic policy and does not address issues that are primarily questions of social ethics, such as abortion, censorship, and gambling.
The Center disseminates radio commentaries, Free Market Moments throughout the state, along with its print commentary series, Viewpoint.
Research at the Mackinac Center is heavily focused on labor issues. In 1996, Robert P. Hunter, a Reagan appointee to the NLRB, joined the Center as Director of Labor Policy. A former Senate staff member of the Labor & Human Resources Committee and DC lawyer, Hunter directs research on issues of collective bargaining, labor relations, workers' rights, workplace violence, and occupational safety. Governor Engler appointed Hunter to the Michigan Civil Service Commission in December 1996. Joining Hunter in 1997 was William Maze, a recent graduate of Wayne State Law School, who became a labor policy research assistant.
Funding: The Capital Campaign to raise $2.4 million for the new headquarters was co-chaired by Margaret "Ranny" Riecker, a founding director from Midland, and Alan Ott, chairman of the board of Chemical Bank and Trust of Midland. Some of the major gifts for the Capital Campaign included $1 million from the Herbert & Grace A. Dow Foundation and $500,000 from the Rollin M. Gustacker Foundation, $150,000 each from the Towsley Foundation and the Strosacher Foundation, and $100,000 from the Richard & Helen DeVos Foundation of Grand Rapids.
For operating revenues, the Center received $1,325,948 in 1996. The largest contributors were the Rodney Fund (Birmingham, MI - $191,512), Herrick Foundation (Detroit - $150,000), Chrysler Corp. Foundation (Auburn Hills, MI - $75,000), Dow Chemical Foundation (Midland, MI - $75,000), Prince Foundation (Holland, MI - $70,000), Merilatt Foundation (Adrian, MI $70,000), and Sheldon Rose (Farmington Hills, MI - $30,000). Rose is also a consistent supporter of the Heartland Institute.
Board of Directors:
Dr. William B. Allen (Dean, James Madison College, Michigan
Director of Labor Policy, Robert Hunter, brings national labor expertise from his former positions with the federal government. He is also a member of the state's Civil Service Commission, appointed by Governor Engler in 1996.
CENTER OF THE AMERICAN EXPERIMENT
1024 Plymouth Building
Established in 1990 to "bring conservative and alternative ideas to bear on the most difficult issues facing Minnesota and the nation," the Center focuses on three sets of issues: (1) improving education; (2) reducing poverty, crime, and other problems by recognizing their cultural dimensions, particularly the importance of personal responsibility; (3) strengthening the economy by better appreciating the unmatched power of free markets. According to President Mitchell Pearlstein, the Center has focused on two issues above all others since it opened in 1990: (1) the catastrophe of widespread fatherlessness and (2) school vouchers.
At the end of 1997, the Center had more than 2,000 active members, with 125 of those in the Benefactors program (making contributions of at least $1,000 annually). The 1997 Annual Dinner brought in $280,000 in reservations for Lady Thatcher's appearance. The Annual Dinner for 1998, featuring General Colin Powell on May 28, was sold out.
William Kristol has said that the Center of American Experiment "was the best" of the state-based conservative policy organizations. The Center implemented a new project in 1997 titled "Perpetuating Liberty's Blessing: A Conservative Blueprint for Minnesota State Government." Co-director of the project is Chris Georgacas, retired Chairman of the Republican party in Minnesota. The two-year study will subject every state agency and significant program to conservative and free-market tests. The project is modeled on the Heritage Foundation's 1989 Mandate for Leadership, which was used by the Reagan administration in restructuring the federal government. Also known as the "State Government Project," the Center plans to release its final report in early November 1998.
The Clergy Project, begun in 1996, sends all Center essays, newsletters, and other publications to almost 500 Protestant, Catholic, Jewish, and Muslim clergy and religious leaders around the state of Minnesota.
Funding: In 1996, the Center had the second (behind Mackinac Center in Michigan) highest revenues of the 36 similar state-based groups with which it compares itself. In 1997, it surpassed its revenue target of $950,000 and claims to be only the second state-based free-market think tank ever to bring in more than a million dollars in a year. Historically, approximately 75 percent of the Center's revenues have come from contributions and grants awarded by foundations, businesses, and individuals. In 1995, foundation grants included $70,000 from the Lynde and Harry Bradley Foundation and $3,000 from the Roe Foundation. Just over 10 percent of revenues are from conference admission fee and around 11 percent are from membership fees. The remaining revenue is from the sale of publications and interest on savings and temporary cash investments.
Board of Directors:
Peter Bell (TCF Financial Corporation
Board of Advisors:
P. O. Box 13514
Established in 1990, the Mississippi Family Council focuses on strengthening the family and lessening government intrusion in the lives of families.
The Council conducts briefings and luncheons for state legislators and spends a portion of its budget on lobbying. In addition to conferences and seminars, the Council spend $10,985 on a major conference in 1995. The conference, titled "Leading People out of Poverty: What Churches and Individuals Can Do," featured Marvin Olasky, author of The Tragedy of American Compassion, Virgil Gulker, the founder of a network of church volunteers called "Love Inc.®," and John Perkins, the publisher of Urban Family magazine.
The Council publishes Business and Family monthly. It takes credit for drafting legislation outlawing the possession of child pornography in Mississippi, which was passed by the legislature and signed into law.
Funding: In 1995, the Council reported revenues of $135,367, almost all of which came from contributions and grants from foundations, businesses, and individuals. Income has grown by an average of 90 percent per year over the last four years.
POLITICAL ECONOMY RESEARCH CENTER (PERC)
502 S. 19th Avenue, Suite 211
The Political Economy Research Center is a nationally recognized think tank focusing on market solutions to environmental problems. Founded in 1980, PERC is one of the pioneers of free-market environmentalism. Their mission is to achieve environmental quality by managing resources based on property rights, private initiative, and voluntary activity.
Among the books published by PERC are Free Market Environmentalism, Bureaucracy vs. Environment, Economics: Private and Public Choice, Natural Resources: Bureaucratic Myths and Environmental Management.
Funding: PERC receives approximately 93 percent of its revenues from foundations. In 1995, the budget was $988,512, which included a grant from the Claude R. Lambe Charitable Foundation ($120,000), $68,000 from the E. L. Wiegand Foundation, $50,000 from the Lynde and Harry Bradley Foundation, $50,000 from the John M. Olin Foundation, $7,500 from the Ruth and Vernon Taylor Foundation, $5,000 from the John William Pope Foundation, $4,000 from the Roe Foundation, and $1,000 from the Magowan Family Fund. In 1994, PERC received grants from the Sarah Scaife Foundation ($150,000), the Lilly Endowment ($40,000), and the Earhart Foundation ($15,000).
Board of Directors:
NEVADA POLICY RESEARCH INSTITUTE
800 West 2nd Street
With a relatively small budget, the Nevada Policy Research Institute has become a very effective member of the State Policy Council. Established in 1991, the Institute focuses on economic and fiscal policy, particularly on limited government, individual responsibility, and a free and competitive market.
NPRI research and activities focus on:
(1) choice and opportunity in education;
(2) reducing government-imposed costs of starting and operating business;
(3) free and open trade;
(4) privatizing government services;
(5) protection against the "taking" of property by government;
(6) increasing the quality and availability of health care.
Through a variety of publications and effective use of a speaker's bureau and the media, NPRI shares its viewpoint throughout the state and is planning to go national this year with a syndicated radio commentary, National Perspectives, which will be hosted by Oklahoma Congressman J. C. Watts. The Institute currently has a daily radio commentary called Nevada Perspectives, in addition to its weekly television show, You Think about It, which airs on KTVN Channel 2 in Reno.
Educational conferences and seminars are held throughout the state for lawmakers, businesspeople and the general public. Guest speakers have included Prime Minister Lady Margaret Thatcher and HUD Secretary Jack Kemp.
Funding: The most recent financial information shows revenues of $73,593 for 1993. In 1995, the Institute received grants of $50,000 from the Castle Rock Foundation, $7,500 from the Roe Foundation, and $5,000 from the E. L. Wiegand Foundation.
Board of Advisors:
Board of Directors:
JOSIAH BARTLETT CENTER FOR PUBLIC POLICY
7 South State Street, P. O. Box 897
Named for the first governor of New Hampshire and signer of the Declaration of Independence the Josiah Bartlett Center was established in 1993. A self-proclaimed "think tank," the Center's focus in on state and local issues. Based on the premise that states are the true "laboratories of democracy," the Center concentrates its research on how states can be the most effective agents for delivery of services. The Center claims to provide the answer for the need of nonpartisan, unbiased research and information exchange.
One of the ongoing projects of the Bartlett Center is the Better Government Competition, which judges ideas submitted from around the state for improvement of government services and reduction of cost and waste. Winning suggestions are published in a book that is distributed throughout the state.
The Bartlett Center has established a Resource Center for charter schools, which is patterned after similar centers in other parts of the country.
Conferences, symposia, and town meetings are conducted by the Bartlett Center and a monthly newsletter is published along with special studies on specific topics. Recent publications include an analysis of the Business Enterprise Tax, titled A New State VAT? Lessons from New Hampshire. Another study released by the Center last year was What Matters: An Input-Output Analysis of Student Achievement and Educational "Success" in New Hampshire's Public Elementary and Secondary Schools.
Funding: In 1994-95, the Center received $10,000 from the J. M. Foundation and $1,500 from the Roe Foundation.
Board of Directors:
Johannes Kuttner (Chicago, IL)
60 East 42nd Street, Suite 1651
The J. M. Foundation was established in 1924 by investment firm owner Jeremiah Milbank (1887-1972). Milbank was founder of the Red Cross Institution for Crippled Soldiers and Sailors, now known as the Institute for the Crippled and Disabled (IDC). He was a driving force behind the Boys and Girls Clubs of America.
The Foundation is a grant-making institution that makes awards to conservative and free-market organizations. Most nonpublic policy grants go to medical research and services for the handicapped.
In 1994, the Foundation awarded $1,344,870. Grants went to: Hudson Institute ($35,000), National Fatherhood Initiative ($35,000), Intercollegiate Studies Institute ($35,000), Washington Legal Foundation ($25,000), Institute for Justice ($25,000), Goldwater Institute ($25,000), National Center for Neighborhood Enterprise ($25,000), NFIB Education Foundation ($25,000), Federalist Society ($20,000), Hoover Institution ($20,000), Manhattan Institute ($20,000), National Taxpayers Union Foundation ($20,000), U. S. Term Limits Foundation ($20,000), Hillsdale College ($20,000), Americans for Tax Reform ($15,000), George C. Marshall Institute ($15,000), Young America's Foundation ($15,000), Clare Boothe Luce Policy Institute ($15,000), Andrew Jackson Institute ($10,000), Josiah Bartlett Center ($10,000), Children's Educational Opportunity Foundation ($10,000), Independent Institute ($10,000), Defenders of Property Rights ($10,000), National Center for Public Policy Research ($10,000), Buckeye Center ($10,000), Heartland Institute ($10,000), John Locke Foundation ($10,000), Center for Education Reform ($10,000), and American Studies Center ($5,000).
Funding: The Foundation is funded by dividends and interest on securities along with capital gains received from the sale of assets. In 1994, the Foundation held $19,663,537 in assets.
Board of Directors:
EMPIRE FOUNDATION FOR POLICY RESEARCH
4 Chelsea Place, P. O. Box 825
Established to develop in-depth analyses of New York State policies, the Foundation is affiliated with the 501(c)(4) CHANGE-NY. It publishes studies on such issues as privatization, tax reduction, Medicaid reform, and an overhaul of the state's welfare programs.
Funding: The Foundation has historically received substantial support from Ronald Lauder, who contributed $20,000 in 1995. Total revenues for that year were $76,046, with grants of $25,000 from the Lynde and Harry Bradley Foundation and $5,000 from the Grace Jones Richardson Trust.
Board of Directors:
1304 Hillsborough Street
Named for the 17th-century English philosopher, the John Locke Foundation was incorporated in 1989 with Art Pope as its first chairman. Pope had been elected to the North Carolina House in 1988. A bipartisan board of directors chose Marc Rotterman, a former President Reagan and Governor Martin appointee, and John Hood, a reporter at The New Republic, as the first staff members.
The Foundation has researched, reported about, and attempted to influence legislation on virtually every political issue on the state and local levels. On education, the Foundation has advocated deregulation and parental choice, critically examined teacher salaries and school spending, and has questioned the priorities and performance of the state's public universities. Politically, the Foundation discuss state and local races, analyze political trends, and rate the media coverage of political candidates. It has endorsed term limits and citizen initiatives.
The Foundation's research program focuses on public policy issues with a North Carolina focus or those that deal substantially with state and local government.
The Foundation produces Carolina Journal, which is published bimonthly. This public affairs magazine examines issues such as education reform, transportation, crime, term limits, taxes, and the state budget. Contributing writers include elected officials such as former Governor Jim Martin and legislative leaders of both parties. Other publications include Carolina Journal Weekly Report, a newsletter sent via fax and electronic mail to lobbyists, business leaders, reporters, and public officials, the Locke Letter, a bimonthly newsletter featuring excerpts from speeches by guests at Foundation luncheons and conferences, and Carolina Beat, weekly op-ed columns that are distributed to every daily and community newspaper in North Carolina.
Each month the Foundation holds a public policy event that has featured both state and national political leaders such as Governor Jim Hunt, former Governor Jim Martin, U.S. House Speaker Newt Gingrich, Senator Phil Gramm, along with Cato Institute President Ed Crane, and Grover Norquist of Americans for Tax Reform.
Funding: In 1995-96, the Foundation raised $335,820 in revenue, down from $425,712 the year before. Grants in 1995 included $82,000 from the John William Pope Foundation and $12,000 from the Charles G. Koch Charitable Foundation. In 1994, the grant from the John William Pope Foundation was $131,000, with other funds coming from the Smith Richardson Foundation ($15,000), J.M. Foundation ($10,000), Atlas Economic Research Foundation ($8,500), and the Roe Foundation ($7,000).
In addition to foundation support, the Foundation is additionally funded by regional businesses such as AT&T, Carolina Power and Light, Glaxo-Wellcome, R. J. Reynolds Tobacco Co. Pfizer, Inc. and Time-Warner Cable.
Board of Directors:
Pope is the founder of the John Locke Foundation. A former representative in the North Carolina House, he served as Republican Joint Caucus Leader and was the Republican nominee for lieutenant governor in 1992.
Bruce M. Babcock (President of Saybrook Capital investment
BUCKEYE INSTITUTE FOR PUBLIC POLICY SOLUTIONS
131 N. Ludlow Street, Suite 317
Established in 1984 as the Buckeye Center, the name was changed in 1995 to the Buckeye Institute, when it assumed the corporate identity of the Urban Policy Research Institute.
In addition to its monthly newsletter and the Policy Note, which is also distributed monthly, the Institute publishes the quarterly Ohio Education Report. Reports and studies on issues such as school vouchers, charter schools, medical savings accounts and taxes, are used to influence and shape public policy in the State of Ohio.
Funding: In 1995, the Buckeye Institute reported revenues of $112,141, with 99.7 percent coming from contributions and grants awarded by foundations, businesses, and individuals. Sizable grants from the J.M. Foundation ($10,000), the Castle Rock Foundation ($14,600), and the Roe Foundation ($7,500) were included in the 1995 revenues.
Board of Directors:
Academic Advisors: The board of academic advisors is made up of professors from colleges and universities from throughout the state of Ohio.
OKLAHOMA COUNCIL OF PUBLIC AFFAIRS
100 W. Wilshire, Suite C-3
Established in 1993, the Oklahoma Council's primary areas of concern are economics, justice, education, culture, and governance. Using public speaking opportunities, newsletters, opinion columns, seminars, and policy papers, the Council presents its message of limited government.
In 1997, the Council presented its first Annual Citizenship Award to Jeanne Kirkpatrick. The 1998 recipient was Steve Forbes, who was recognized at a dinner in Oklahoma City on March 26.
Board of Directors:
Ralph Abercombie Tom H. McCasland III
William Avery Lew Meibergen
Steve Beebe Lloyd Noble II
G. T. Blankenship Robert Reece
John Brock Patrick Rooney
Aaron Burleson Earl Shipp
Jim Cantrell Richard Sias
Fred T. Fox, Jr. Dean Sims
Josephine Freede John Snodgrass
Kent Frizzell William Thurman, M.D.
Paul H. Hitch Betty Lou Upsher
Henry F. Kane Lew Ward
Thurman Magbee Harold Wilson
813 S.W. Adler, Suite 707
The Cascade Policy Institute is a 501(c)(3) public policy research and educational organization. Its mission is to develop and publicize market-oriented ideas that strengthen Oregon's economy, support personal responsibility, and secure individual freedom. Cascade focuses on finding answers to Oregon's public policy questions regarding education, the environment, health care, taxation, and fiscal issues. Cascade does not lobby the Oregon legislature.
The Institute aims to lay the intellectual groundwork for ideas involving privatization and other market-based alternatives. According to The Oregonian "if the policy involves turning over government services to private operators, chances are the Cascade Policy Institute has its hands in it...privatizing government services is at the core of the Institute's ideals."
Cascade is sponsoring the 1998 Oregon Better Government Competition, which seeks ideas for improving city, county, and regional government services in Oregon. The competition solicits ideas to increase the efficiency of government, reduce government spending, or create private alternatives to public services. Legislation based on five 1996 winning proposals were introduced during the 1997 session and three bills passed into law.
Cascade works with a wide range of advisors, researchers, and writers to produce articles and studies. Cascade also brings speakers to the state, including Wall Street Journal editorial writer John Fund, Forbes magazine Associate Editor Leslie Spencer, and Cato Institute director of health and welfare studies, Michael Tanner.
In 1997, the Oregon Legislative Assembly passed a resolution petitioning Congress to enact a waiver system that would allow states to implement and design their own retirement systems. The resolution was drafted by the Cascade after their officials discussed the idea with the Cato Institute.
Cascade has received national recognition from their distribution of "Marketplace Schools" (a new education design), and they hosted a conference on medical savings accounts.
The Institute publishes Education Insight and Cascade Update, both of which are published three times a year.
Established in 1991, Cascade has four employees and is a member of the State Policy Network.
Funding: Revenues of $233,479, in 1995 included grants of $20,000 from the Castle Rock Foundation, $10,000 from the Roe Foundation and, in 1994, $30,000 from the M.J. Murdock Charitable Trust.
Cascade received $214, 111, or 92 percent of its revenue, from contributions and grants awarded by foundations, businesses and individuals.
THE COMMONWEALTH FOUNDATION FOR PUBLIC POLICY ALTERNATIVES
3544 N. Progress Avenue, Suite 101
The San Francisco Examiner has described the Commonwealth Foundation as a "rising star in the think-tank movement." Established in 1988, the Foundation's agenda is lean government, pro-growth economics, and broad-based government reform.
The Foundation has published seven books and more than 100 studies and reports on consumer issues, crime, education, the environment, government reform health care reform labor issues, privatization, tort reform, and welfare reform. By far, the largest number of issue briefs have been on the topic of education. The monthly newsletter, the Bottom Line, has a circulation of over 7,000.
Funding: In 1996, the Foundation had contributions and grants in the amount of $405,781, up from $332,456 in 1993. Significant contributions over the last 5 years include: $108,000 from the Philip M. McKenna Foundation in 1995, $51,000 from the Sarah Scaife Foundation in 1994, $40,000 from the Lynde and Harry Bradley Foundation in 1995, $10,000 from the Carthage Foundation in 1995, and a $3,000 grant from the Roe Foundation in 1995.
Board of Directors:
Victor E. Milione (Intercollegiate Studies Institute)
ALLEGHENY INSTITUTE FOR PUBLIC POLICY
7 Parkway Center, Suite 612
Established in 1995, the Allegheny Institute focuses on county, city, and local government in Pennsylvania.
The Institute produces a weekly syndicated television talk show, Focus on the Issues. It hosts workshops and seminars, including a privatization workshop for county officials.
Funding: The Institute was established in 1995 with grants from the Carthage Foundation ($107,500), the Scaife Family Foundation ($100,000), and the Allegheny Foundation ($100,000). In 1996, its total grants and contributions were $324,986.
Board of Directors:
Ruth Ann Baker Rick Schenker
SOUTH CAROLINA POLICY COUNCIL EDUCATION FOUNDATION
1323 Pendleton Street
Established in 1986, the Foundation's stated mission is "to educate our members and all South Carolinians about state and local public policy based on traditional South Carolina values of individual liberty and responsibility, free enterprise, and limited government."
The Foundation publishes reports and issue briefs as well as a book edited by Thomas Moore, Reclaiming the Legacy: A New Public Policy Agenda for South Carolina.
The Foundation recently moved into its new headquarters in the Thomas A. and Shirley W. Roe Center for Public Policy Research across the street from the State Capitol complex. The building houses a state of the art research and education facility.
Funding: Total revenue in 1994 was $258,726, of which $255,991 came from contributions and grants. These included $55,000 from the Roe Foundation, $10,000 from the Milliken Foundation, and $10,000 from the John William Pope Foundation.
Board of Directors:
Donald Boudreaux Harold Eberle
712 Crescent Avenue
Established in 1968 by Thomas Roe as a grant-making foundation, the Roe Foundation provides grants primarily to conservative organizations around the country.
In 1995, the Foundation awarded $500,000 in grants. Recipients were the Free Congress Foundation ($55,000), Heritage Foundation ($55,000), South Carolina Policy Council ($55,000), Intercollegiate Studies Institute ($40,000), State Policy Network ($25,000), Cascade Policy Institute ($10,000), Indiana Policy Review Foundation ($10,000), Mackinac Center ($10,000), Arkansas Policy Foundation ($10,000), Resource Institute of Oklahoma ($10,000), Goldwater Institute ($10,000), Capital Research Center ($9,000), U. S. Term Limits Foundation ($7,500), Evergreen Freedom Foundation ($7,500), Madison Institute ($7,500), Nevada Policy Research Institute($7,500), Buckeye Center ($7,500), Acton Institute ($5,000), Americans for Tax Reform Foundation ($5,000), Atlas Economic Research Foundation ($5,000), Cato Institute ($5,000), Center for Educational Reform ($5,000), Center for Policy Studies ($5,000), Competitive Enterprise Institute ($5,000), Mont Pelerin Society ($5,000), Public Interest Institute ($5,000), Golden State Center for Policy Studies ($5,000), Heartland Institute ($5,000), John Locke Foundation ($5,000), and Texas Public Policy Foundation ($5,000).
Funding: In 1995, the Foundation reported net assets of $14,604,615 and total revenue of $727,942, with 54 percent of revenue from interest on savings and temporary cash investments, 24 percent from capital gains on the sale of securities, and 22 percent from dividends and interest from securities.
Board of Directors:
NATIONAL CENTER FOR POLICY ANALYSIS
12655 N. Central Expressway, Suite 720
With the opening of its Washington, DC, office, the National Center is truly a nationwide organization, although the majority of employees are still in the Dallas office (25), with only 4 in the Washington office. Established in 1983, the Center has been the driving force behind the Medical Savings Accounts, producing research and econometric analysis demonstrating cost savings and cost containment that would result from their implementation. The Center has produced a study on the average time of incarceration for convicted felons, showing that as expected punishment decreased, crime rose.
The Center conducts lecture series, international conferences, and policy briefings. In addition to its numerous studies and publications, it produces the Executive Alert, a monthly research brief.
Funding: The Center has net assets of more than $1 million. In 1995, the total revenue was $2,991,754. Contributions and grants came from individuals (56 percent), businesses (29 percent), and foundations (15 percent). Foundation grants in 1994 and 1995 included: $105,000 from the Sarah Scaife Foundation, $100,000 from the M. J. Murdock Charitable Trust, $100,000 from the John M. Olin Foundation, $85,000 from the Lilly Endowment, $50,000 from the Lynde and Harry Bradley Foundation, $25,000 from the Claude R. Lambe Charitable Foundation, $10,000 from the Richard & Helen DeVos Foundation, $10,000 from the Gordon and Mary Cain Foundation, $10,000 from the Alex C. Walker Foundation, $10,000 from the John William Pope Foundation, $10,000 from the David H. Koch Charitable Foundation, $5,000 from the Philip M. McKenna Foundation, $1,000 from the Roe Foundation, and $500 from the United Educators Foundation.
Board of Directors:
Dan Cook III (Goldman Sachs Group)
TEXAS PUBLIC POLICY FOUNDATION
P. O. Box 40519
A research institute dedicated to the principles of limited government, free enterprise, private property rights, and individual responsibility, the Texas Public Policy Foundation was founded in 1988 by Dr. James Leininger.
The foundation has been particularly influential in tort reform and education reform. It established the Texas Justice Foundation, a legal advocacy organization, which is now a separate incorporated entity.
The foundation has published Sundown on Big Government, an independent analysis of twelve of the twenty-one agencies under Sunset Review by the Texas Legislature. The report by Cynthia Thomas outlines $735 million in potential savings for the state. The Texas Public Policy Foundation claims much of the credit for the 75th legislature enacting more than one-third of the findings.
Policy papers have also been published covering lawsuit reform, education reform environmental reform, privatization guides, public policy issues, and government reform.
Funding: In 1995, revenues exceeded $1 million, with 93 percent coming from contributions and grants from foundations, businesses and individuals. Grants included $5,000 from the Roe Foundation and a $10,000 in 1994 from the Gordon and Mary Cain Foundation.
Board of Directors:
Melinda Wheatley serves as Vice President of the Foundation. An activist in the areas of welfare reform and education, Wheatley has also served on the Bexar County Child Welfare Board. She regularly appears on radio talk shows and television programs.
Established in 1994, the Sutherland Institute disseminates ideas on the economic, social, and political climate in the state of Utah. The Institute focuses on the issue of government privatization and contracting out.
The Institute carries out its programs through seminars, conferences, luncheons, and audiotapes. It held a legislative workshop in streamlining government privatization and a local government workshop on privatization and contracting out.
Funding: In 1996, the Institute had revenues of $156,821, with $150,000 coming from contributions and grants awarded by foundations, businesses and individuals. Grants to the Institute increased by 362 percent over 1995.
Board of Directors:
Richard Headlee Maxwell Miller
The Institute has a Board of Scholars made up of representatives from colleges and universities throughout the State of Utah.
RFD 1, Box 43
Established in 1993, the Ethan Allen Institute strongly advocates the devolution of governing to smaller, local bodies. The Institute's primary focus is on fiscal practices, particularly on taxation, spending, and borrowing by the state government and on bringing governmental decision making to the most local level possible.
The Institute is currently proposing four new public policy ideas: (1) Vermont Medisave; (2) Educational Freedom District, which would allow communities to "opt out" of the state education system; (3) Citizen Initiative, a proposal to allow people to speak to their legislature; (4) Private Property Protection Act.
Ethan Allen publishes biweekly commentaries in many state daily and weekly newspapers and presents regular biweekly four-minute pieces on Vermont Public Radio.
Funding: Revenues of $49,554 in 1995 were primarily from contributions and grants, including a $2,500 grant from the Roe Foundation. Approximately 14 percent of the revenues were from membership dues that range from $25 basic membership to $5,000 and more for benefactors.
Board of Directors
President - John McClaughry (former White House Senior Policy Advisor 1981-82, a two-time State Senator and former candidate for Governor of Vermont)
Rolan Vautour William Sayre
ATLAS ECONOMIC RESEARCH FOUNDATION
4084 University Drive, Suite 103
Founded by the late Sir Antony Fisher in 1981, Atlas helps to create, develop, advise, and support independent pubic policy research institutes internationally. Atlas serves these institutes by offering advice and referrals, financial assistance, informational workshop programs, and access to an international network of leaders and scholars who promote "a free society."
Fisher created the Institute of Economic Affairs in London in 1955. During the 1970s, he helped create five similar institutes in North America. In 1981, he established Atlas to assist in institute creation and development. The Atlas network now includes more than 100 institutes.
The Sir Antony Fisher International Memorial Awards are presented annually to public policy institutes that produce outstanding publications. This year's awards were announced at the 30th International Atlas Workshop, held in Argentina, June 2 - 6.
Atlas publishes the quarterly newsletter, Highlights.
Funding: Atlas claimed net assets of $1,989,383 in 1994. Total revenues for '94 were $2,050,642, which included grants from the Lilly Endowment ($375,000), the Earhart Foundation ($61,750), the Lynde and Harry Bradley Foundation ($48,000), the Aequus Institute ($35,000), and the Charles G. Koch Charitable Foundation ($10,000). In 1995 the following grants were awarded: $225,000 from the Carthage Foundation, $20,000 from the Sunmark Foundation, $20,000 from the John William Pope Foundation, $5,000 from the Heritage Foundation, and $5,000 from the Roe Foundation.
Board of Directors:
6029 Capitol Boulevard
The Evergreen Freedom Foundation was incorporated in February 1991 and focuses on the role of state government and advocating free-market alternatives to government designed and managed programs. The Foundation has been recognized for its work in government downsizing, state budgets, and education and welfare reform.
The staff of Evergreen meet quarterly with the governor and hold weekly meetings with legislators during the legislative session. A Biennial State Budget Analysis is published along with a guide for state lawmakers, titled Reducing the Size and Cost of Government. The monthly newsletter is Washington Journal.
In 1996, the Foundation awarded Children's Educational Opportunities (CEO) grants totalling $2,400 to six students.
Program expenditures on education issues in 1996 were $87,076. As described on the Foundation's IRS Form 990, the funds were spent for "legislative testimony and briefings upon request, school directors conference, op-eds (13), 1 Policy Highlighter (1150), 1 In-Brief (500), radio and television (8 1/2 hours). Other program expenditures in 1996 were $50,807 for state budget and tax issues and $11,880 for welfare reform and health care reform policies.
In spite of its self-proclaimed legislative briefings and testimony, Evergreen reported that no money was spent for lobbying activity. On Part VI-B of the 1996 IRS Form 990, the Foundation marked "NO" to whether the organization participated in lobbying activities, specifically through the use of volunteers, paid staff, media advertisements, publications or broadcast statements, and direct contact with legislators, staff, the legislative body, or government officials.
Funding: The Foundation's budget of $253,323 in 1995 increased to $378,669 in 1996. Grants include $7,500 from the Roe Foundation in 1995 and $30,000 in 1994 from the M. J. Murdock Charitable Trust. Evergreen reported total grants and contributions of $143,402 in 1996, but did not disclose the sources of those funds.
Board of Directors:
Executive Director - Lynn Harsh. Harsh was campaign manager for Bob Williams in his gubernatorial race in 1988. Her salary at Evergreen was $47,400 in 1996. She also received $7,500 from the state Republican party for consulting in December 1996.
Development Director -
WASHINGTON INSTITUTE FOR
P. O. Box 24645
One of the country's first state-based public policy think tanks, the Institute was founded in 1985 by John Carlson. Effective January 1, 1998, however, the Institute has assumed a new role in promoting conservative and free-market ideas. After requesting the IRS to revoke its tax-exempt status, the Institute now engages in political advocacy such as grass-roots lobbying, endorsing legislation and/or candidates, supports initiative campaigns, and evaluates judges. While it is continues to publish Counterpoint, it has turned over the research and education functions to the newly created Washington Institute Foundation.
Although the two affiliated organizations will continue to work out of the same offices, the Foundation is now the 501(c)(3) entity and will conduct studies, publish reports, and engage in nonpartisan activities.
The Foundation's chairman is Emilio Cantu, former state senator from Bellevue. Richard Derham, former managing partner of the law firm Davis Wright Tremaine, is president of the Foundation.
Following the mission of the Institute, the Foundation focuses on three general areas: privatization and competition in the delivery of government services; economic policies that favor free markets and competition; and responsible criminal justice reform.
The Institute presents four "Legislative Leadership Awards" annually to a Republican and a Democrat from both the state House and Senate who best represent the Institute's guiding principles of limited government, free markets, private solutions to public problems, and individual freedom.
Funding: Total revenues for Washington Institute for Policy Studies was $523,627 in 1995. Grants included $38,000 from the Lynde and Harry Bradley Foundation and $1,000 from the Roe Foundation.
Board of Directors
Chairman - John Carlson (Co-founder of Washington Institutes; radio talk show host, syndicated columnist, television commentator)
Carlson originated the "Three Strikes, You're Out" anticrime concept and coined the popular term. He chaired the campaign for the statewide initiative that passed the concept with 76 percent of the popular vote. Recently, KVI-AM decided to not renew Carlson's contract because of his activities and comments on behalf of Initiative 2000. After assuming chairmanship of the Initiative 2000 campaign, Carlson was told the issue could no longer be discussed on his radio talk show.
Vice Chairman - Hon. William Polk (President of William Polk Associates; former State Legislator and Speaker of the House, Seattle, WA)*
James E. Allison (Allison Company, Seattle, WA)*
WISCONSIN POLICY RESEARCH INSTITUTE
11516 N. Port Washington Road, Suite 103
Established in 1987 with a grant from the Lynde and Harry Bradley Foundation, the Institute conducts research on public policy in Wisconsin with an emphasis on free markets and private enterprise. Particular attention is given to the following issues: education, welfare and social services, criminal justice, taxes and spending, and economic development.
The Institute conducts regular public-opinion polls that are disseminated through the media and made available to the general public as well as the legislative and executive branches of the state government.
Funding: While most of the members of the State Policy Network receive some funds from the Lynde and Harry Bradley Foundation, the Wisconsin Policy Research Institute depends on that particular source of funding for about two-thirds of its revenues. In 1995, the Lynde and Harry Bradley Foundation gave $460,000, along with $17,500 from the John M. Olin Foundation and $1,000 from the Roe Foundation.
Board of Directors: