Annual Report 2008 - Jacobs Foundation
Annual Report 2008 - Jacobs Foundation
Annual Report 2008 - Jacobs Foundation
Create successful ePaper yourself
Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.
<strong>Jacobs</strong> <strong>Foundation</strong><br />
Seefeldquai 17<br />
P.O. Box<br />
CH-8034 Zürich<br />
Switzerland<br />
Phone +41 44 388 61 23<br />
Fax +41 44 388 61 37<br />
jf@jacobsfoundation.org<br />
www.jacobsfoundation.org<br />
© 2009 <strong>Jacobs</strong> <strong>Foundation</strong><br />
Layout and Printing: Neidhart + Schön AG, Zurich<br />
Photography: Stefan Baumgartner, rgb photo<br />
<strong>Jacobs</strong> <strong>Foundation</strong> <strong>Annual</strong> <strong>Report</strong> <strong>2008</strong><br />
<strong>Annual</strong> <strong>Report</strong> <strong>2008</strong><br />
TABLE OF CONTENTS<br />
INTRODUCTION 2<br />
IN MEMORIAM KLAUS J. JACOBS 4<br />
HIGHLIGHTS <strong>2008</strong> 8<br />
PRINCIPLES AND STRATEGIES<br />
OF THE JACOBS FOUNDATION 10<br />
KEY ACTIVITY AREA<br />
RESEARCH 14<br />
Introduction 15<br />
<strong>Jacobs</strong> University Bremen 16<br />
<strong>Jacobs</strong> Center on Lifelong Learning and Institutional<br />
Development 19<br />
<strong>Jacobs</strong> Center for Productive Youth Development 23<br />
<strong>Jacobs</strong> <strong>Foundation</strong> Marbach Conference<br />
Portrait about Marian Chen,<br />
27<br />
participant of the Young-Scholar Programme 30<br />
Treib.stoff – the academy for young volunteers<br />
<strong>Jacobs</strong> <strong>Foundation</strong> Post-Doctoral Fellowship Programme<br />
31<br />
PATHWAYS<br />
Guest column by Margrit Stamm, head of the study by the<br />
32<br />
Swiss UNESCO Commission on early education in Switzerland 34<br />
KEY ACTIVITY AREA<br />
INTERVENTION AND APPLICATION 36<br />
Introduction 37<br />
Lifeworld School – a networking of local stakeholders<br />
and resources 39<br />
primano – early childhood development for children<br />
with social disadvantages 42<br />
Interview with Edith Olibet,<br />
Head of the City of Bern Department of Education,<br />
Social Affairs and Sport about early childhood<br />
education in Switzerland and the pilot primano project 44<br />
Basic IT Certificate 48<br />
Jiva – career counselling and livelihood planning in India 49<br />
Hope – having opportunities for peace and employment 50<br />
Portrait about Banessa Isabel López Rivera,<br />
participant of the Hope project 52<br />
DIALOGUE AND NETWORK BUILDING 54<br />
Introduction 55<br />
Guest column by Pascal Couchepin,<br />
Federal Councillor 58<br />
<strong>Jacobs</strong> <strong>Foundation</strong> Forum 60<br />
Learning For Life: Congress For Child And Youth Promotion 64<br />
CHARITABLE ACTIVITIES 66<br />
Chicos de San Ramón 67<br />
Racing to school 69<br />
THE JOHANN JACOBS MUSEUM 70<br />
JACOBS FOUNDATION GOVERNANCE STRUCTURE:<br />
BOARD OF TRUSTEES AND COMMITTEES 74<br />
THE JACOBS FOUNDATION FACTS AND FIGURES 82<br />
AUDITORS’ REPORT 86<br />
FINANCIAL STATEMENTS WITH NOTES 89
The foundations for later success in education and in life are<br />
laid in the early childhood years. For a child’s intellectual,<br />
cognitive and emotional development this is a crucial phase,<br />
and any points that are neglected at this stage require far more<br />
effort to catch up on later.<br />
The pictures in this year’s annual report document our project<br />
primano, which focuses on early education of children from disadvantaged<br />
backgrounds. The early intervention programme<br />
implemented in Bern offers children a range of support services<br />
until they enter kindergarten. In a home visit programme parents<br />
receive support from specially trained laypersons coming from<br />
their own culture to show the mothers how to promote the development<br />
of their 18 to 36-month-old children through play.<br />
Children are continuously mentored in playgroups or day-care<br />
centres, where a focus is put on the themes of motor competence –<br />
nutrition – language competence and social competence.
<strong>Annual</strong> <strong>Report</strong> <strong>2008</strong>
2<br />
INTRODUCTION<br />
Identifying sustainable solutions for the challenges young people have to face in all<br />
parts of the world needs strong partnerships and alliances, which are built on<br />
shared visions and values as a basis. With our work in <strong>2008</strong> we strived once more<br />
to gain knowledge about young people’s living and learning conditions, to find promising<br />
solutions to really change the future prospects of upcoming generations. Many<br />
experienced and motivated people support us in our mission, but this year we have<br />
lost our most visionary and inspiring companion and guide: the founder and<br />
Honorary Chairman of the <strong>Jacobs</strong> <strong>Foundation</strong> Klaus J. <strong>Jacobs</strong>, who passed away on<br />
11 September <strong>2008</strong> after severe illness.<br />
Klaus J. <strong>Jacobs</strong> strongly believed that young people’s energy, enthusiasm and readiness<br />
to achieve are the driving force behind social change. His legacy is his engagement<br />
in strengthening the youth of today and giving them optimal education and<br />
support. The <strong>Jacobs</strong> <strong>Foundation</strong> will continue this engagement with firm conviction.<br />
What we have learned from Klaus J. <strong>Jacobs</strong> can hardly be put into words, but most<br />
of all he showed us how to work professionally, to cooperate with leading experts<br />
and to believe in what can be changed through enthusiasm, dedication and willingness<br />
to innovate. As an outstanding entrepreneur he knew about the complex social<br />
realities in which especially young people have to face obstacles and backlashes.<br />
By setting up the <strong>Jacobs</strong> <strong>Foundation</strong> he dedicated his fortune, experience and<br />
know-how to the manifold philanthropic activities. For his engagement in Productive<br />
Youth Development he has been awarded an Honorary Doctorate of the University<br />
Basel in 2005. In <strong>2008</strong> he received the Gold Medal of Honour from his hometown<br />
Bremen, and in recognition of his outstanding achievements in the promotion of sciences<br />
was awarded the Leibniz Medal of the Berlin-Brandenburg Academy of<br />
Sciences. In <strong>2008</strong> he was elected as a new member of the Honorary Senate of the<br />
<strong>Foundation</strong> Lindau Nobelprizewinners Meetings.<br />
<strong>2008</strong> has not only been a sorrowful year for us, but also a busy one too. We have<br />
taken some important new steps in all of the three activity areas. Aiming to identify<br />
promising interventions more effectively, we have developed a programmatic funding<br />
instrument called <strong>Jacobs</strong> <strong>Foundation</strong> Initiatives. In addition to supporting excellent<br />
research and interventions we also seek to promote the systematic sharing of<br />
experience and the creation of synergies with these Initiatives. We are proud to<br />
announce the launch of the first <strong>Jacobs</strong> <strong>Foundation</strong> Initiative “Aprender para la<br />
Vida” (Learning for Life) in Latin America.
As the <strong>Jacobs</strong> <strong>Foundation</strong> focuses on building networks across sectors and disciplines,<br />
among regions and institutions, we are very happy to continue our cooperation<br />
with Leopoldina, the German National Academy of Sciences. In a joint effort<br />
with the Berlin-Brandenburg Academy of Sciences the interdisciplinary project<br />
“Fertility and Societal Development” will also involve Swiss and Austrian scientists.<br />
By successfully launching the <strong>Jacobs</strong> <strong>Foundation</strong> Forum we wish to bring key questions<br />
and demands to the general public interest. We put this principle into practice<br />
and brought key actors from politics, the economy, education practice and civil society<br />
together to publicly discuss new approaches and ideas.<br />
It is with great pleasure that we include in this year’s report a guest column by<br />
Pascal Couchepin, President of the Swiss Confederation in <strong>2008</strong> and Head of the<br />
Federal Department of Home Affairs, in which he writes about the relationship<br />
between politics and youth.<br />
Finally, we would like to draw your attention to the film about the <strong>Jacobs</strong><br />
<strong>Foundation</strong>, which we provide you with this report. Over the last months we have<br />
captured impressions of our international activities and cast a light on our partners.<br />
We hope you enjoy this insight into our work.<br />
Although we know that a single foundation cannot change the world by itself, we<br />
strongly share our late founder’s belief that individuals can make a difference and<br />
contribute to positive change. Naturally, we cannot speak about the <strong>Jacobs</strong><br />
<strong>Foundation</strong>’s work without also thanking our partners and our talented and motivated<br />
staff. On behalf of the Board of Trustees and the Management we wish to<br />
express our thanks to the <strong>Jacobs</strong> family for their continued support in what we do.<br />
Dr. Joh. Christian <strong>Jacobs</strong><br />
Chairman<br />
Dr. Bernd Ebersold<br />
Chief Executive Officer<br />
3
4<br />
IN MEMORIAM<br />
KLAUS J. JACOBS (1936–<strong>2008</strong>)<br />
I have had the good fortune to meet many interesting<br />
and impressive people in my life. Klaus J. <strong>Jacobs</strong> was<br />
one such individual, one of those people who really<br />
made a lasting impression on me. He was an outstanding<br />
entrepreneur with a brilliant mind, an influential<br />
player in the global economy, a “towering figure of his<br />
time,” as his friend Franz Humer called him.<br />
He built up his three groups of companies – <strong>Jacobs</strong><br />
Suchard, Barry Callebaut and Adecco – to be market<br />
leaders in their fields, but it was not only in business<br />
that he achieved great things. As the founder,<br />
Chairman and later Honorary Chairman of the <strong>Jacobs</strong><br />
<strong>Foundation</strong>, he demonstrated better than almost anyone<br />
else how commercial success can be combined<br />
with social commitment.<br />
Klaus was a European through and through and a true<br />
global citizen; as a Swiss citizen, he loved his country<br />
dearly, while still continuing to feel deeply bound and<br />
committed to his roots in Bremen. I shall never forget<br />
how he invited me to a “Schaffermahlzeit,” an annual<br />
dinner for ship owners, captains and merchants in<br />
Bremen. This highly traditional event is the oldest celebratory<br />
dinner still being held anywhere in the world.<br />
It is an occasion for cultivating and strengthening the<br />
bond between shipping and commerce. Klaus attended<br />
the event regularly – a sign of the social commitment<br />
and sense of tradition that were his distinguishing features<br />
throughout his life.<br />
When I completed my term of office as President of<br />
the Swiss Confederation, Klaus approached me and<br />
asked me to join the Board of the <strong>Jacobs</strong> <strong>Foundation</strong>.<br />
I was delighted to accept. Over the years of our collaboration,<br />
I have come to know him as the heart and mind<br />
of the <strong>Foundation</strong>, someone who really lived by his<br />
convictions, and felt himself obliged to make his own<br />
contribution to the well-being of society. The
<strong>Foundation</strong>, and his commitment to improving the<br />
learning and living conditions of young people all<br />
around the world, remain a shining example of this<br />
sense of responsibility that has become all too rare.<br />
With his ultimate goal always in mind, he accomplished<br />
important projects in Latin America and Africa;<br />
he remained loyal throughout his life to the worldwide<br />
Scout Movement and supported many impressive<br />
intervention projects; with the movingAlps project, he<br />
committed himself to improving the prospects for<br />
future generations in remote regions of the Swiss<br />
Alps.<br />
Investment in the International University Bremen,<br />
which now bears the name <strong>Jacobs</strong> University, was a<br />
cause particularly dear to him. He made a great many<br />
public appearances in order to foster this unique private<br />
campus university in his home city.<br />
Deep inside him, he nurtured wonderfully humane and,<br />
increasingly often, openly declared Christian values,<br />
which underpinned everything he did. Had he not been<br />
able to apply these in his life, he would never have<br />
been satisfied.<br />
The unique nature of this extraordinary man could<br />
always be seen in the way he thought and behaved.<br />
He was able to discuss controversial topics with enormous<br />
dedication, enthusiasm and passion, always<br />
seeking out innovative and lasting solutions. He was<br />
one of those people who were constantly on the lookout<br />
for new insights and perspectives, his attitude<br />
simultaneously critical, self-critical and thorough.<br />
He took a particular interest in science and research<br />
and regarded the building up of knowledge as an<br />
essential foundation for practical intervention projects.<br />
He always had an eye for politics and the role it could<br />
play, and he remained convinced that any important<br />
and personal contacts, especially among political decision-makers,<br />
should be exploited in the interests of<br />
applying more widely the approaches to youth development<br />
that he had devised.<br />
Klaus J. <strong>Jacobs</strong> was someone who thought strategically,<br />
who knew about the past, looked to the future<br />
and never lost sight of the opportunities and challenges<br />
of the present. However, if I think about what<br />
impressed me most about Klaus, it was probably his<br />
willingness to enter into dialogue. He listened attentively<br />
and was genuinely interested in his partner’s<br />
opinion, even if he did not always agree with it.<br />
Every discussion was specifically aimed at driving forward<br />
changes in society in order to improve the wellbeing<br />
of children and young people worldwide. He was<br />
very aware of his responsibility as a person of influence.<br />
All those of us who knew Klaus J. <strong>Jacobs</strong> are mourning<br />
a fellow human being who has earned a lasting<br />
place in many people’s hearts.<br />
With his <strong>Foundation</strong>, he has perpetuated the interest<br />
that was his defining characteristic<br />
in supporting and<br />
encouraging young people,<br />
and the special sense of personal<br />
responsibility that the<br />
<strong>Foundation</strong> expresses for the<br />
concerns and future of a better<br />
society. He will live on in<br />
our memories. His warmth and<br />
his distinguished nature will<br />
abide as an example to all who<br />
knew him.<br />
Flavio Cotti<br />
Former Federal Councillor,<br />
Member<br />
5
6<br />
IN MEMORIAM KLAUS J. JACOBS (1936 – <strong>2008</strong>)<br />
Prof. Dr. Dr. h. c. mult.<br />
Jürgen Baumert<br />
Director, Max Planck Institut<br />
for Human Development,<br />
Member<br />
Prof. Dr. Ernst Buschor<br />
Member<br />
Prof. Marta Tienda, PhD<br />
Princeton University, Member<br />
Paul B. Baltes invited me to one of those Marbach Conferences, which count among the most<br />
inspiring occasions of scientific exchange. At dinner Klaus J. <strong>Jacobs</strong> invited me over to his table.<br />
It became a diverting evening full of sparkling moments. Some time later I was asked whether<br />
I would be willing to serve on the <strong>Jacobs</strong> <strong>Foundation</strong> Board of Trustees. My acceptance was<br />
answered with the straightforward offer of his friendship. I then had the opportunity to learn how<br />
Klaus J. <strong>Jacobs</strong> led his foundation: with a true and entrepreneurial vision and an unerring feeling<br />
for what is feasible. He was open to recommendations and decisive, with a deeply heartfelt sense<br />
of responsibility for the community and future generations. The institutional commitments of the<br />
<strong>Foundation</strong>, the two <strong>Jacobs</strong> Centers at the University of Zurich and at the <strong>Jacobs</strong> University in<br />
Bremen, but most of all the <strong>Jacobs</strong> University itself, exemplify his pioneering achievements. I am<br />
grateful to have had the opportunity to accompany the patron Klaus J. <strong>Jacobs</strong> on part of his path<br />
of life.<br />
I met Klaus at an information event organized by the <strong>Jacobs</strong> <strong>Foundation</strong> for the Swiss directors of education.<br />
I spoke with him about the school project “21,” which aimed at early English instruction and the<br />
inclusion of digital media in basic primary school classes. This project met with massive criticism from<br />
conservative circles. Klaus assured his support and, together with that of other donors, the project not<br />
only was put into practice, but initiated a country-wide reform. Later, when I became president of the<br />
University of Zurich, I gladly accepted the generous donation of the <strong>Jacobs</strong> <strong>Foundation</strong> for the <strong>Jacobs</strong><br />
Center for Productive Youth Development. During my work as a trustee for the <strong>Jacobs</strong> <strong>Foundation</strong><br />
Board I was able to witness the distinctive sensorium with which Klaus put innovations into practice,<br />
and this influenced his entrepreneurial actions as well as activities at the <strong>Foundation</strong>. He managed to<br />
enable manifold and sustainable progress in different educational domains, which would not have succeeded<br />
without the <strong>Foundation</strong>. For this we are all grateful. With the <strong>Jacobs</strong> <strong>Foundation</strong> he ensured<br />
that his pioneering spirit in educational policy is going to be continued – a demanding and fascinating<br />
challenge, which considering the widespread political dejectedness is a major national-political task.<br />
A successful businessman turned philanthropist turned social engineer, Klaus J. <strong>Jacobs</strong> personified<br />
the best of humanity and world citizenship. An unwavering commitment to improve the lives of<br />
socially marginalized youth defined Klaus’s philanthropic world, which was propelled by an insatiable<br />
quest for excellence. History will attest that Klaus <strong>Jacobs</strong>’s legacy in European philanthropy<br />
will rival that of Carnegie, Rockefeller, and Mellon in the United States.<br />
My life and career, my hopes and vision of possibility were immeasurably enriched for having<br />
known and worked with Klaus, but especially for having befriended him. In Klaus’s world there<br />
were many shades of achievement. Even missed targets counted as success if the end product<br />
was learning or discovery. In Klaus’s world failure meant never aspiring, never daring to dream, and
Prof. Dr. Eduardo Missoni<br />
Bocconi University Management<br />
School Milan, Member<br />
Dr. Bernd Ebersold<br />
CEO, <strong>Jacobs</strong> <strong>Foundation</strong><br />
never attempting the impossible. Klaus always challenged me to run that extra mile, but when I<br />
fell, he always extended a firm grip. Beneath the persona that some saw as stern and unyielding,<br />
there was a very gentle soul. Klaus was a towering icon for my sons and I shall be forever so<br />
grateful that he made time to include them. That day they will never forget.<br />
As much as his legacy, Klaus left us his spirit, to share and to nourish hopes and dreams of worlds<br />
where the impossible is achievable. I miss him deeply.<br />
I had newly been appointed Secretary General of the World Organisation of the Scout Movement<br />
when I met Klaus for the first time at Milan airport. He flew in with his own jet, I took a 45-minutes<br />
local train from the city centre where, since 2002, I was professor at the Bocconi University<br />
School of Management, after having devoted my life to health and development in the poorest<br />
countries. What could I have in common with that successful businessman, besides him being the<br />
biggest financial supporter of World Scouting ever? Only half an hour later, travelling back, I clearly<br />
felt having met a visionary man genuinely committed to the education of young people.<br />
With great surprise, about one year later, I was invited to join the Board of the <strong>Jacobs</strong> <strong>Foundation</strong>.<br />
We got closer, beyond scouting. I remember Klaus repeatedly insisting on the importance of our<br />
friendship; also the last time we met, just a few months before his passing away. True friends are<br />
with you in times of difficulties, when you are hit and can give nothing in return, in that situation<br />
Klaus reaffirmed his loyalty to me. For that last, strong hug I will be grateful to him forever. I keep<br />
a picture of the two of us in scout uniform, sharing happiness and the commitment to contribute<br />
to a better world.<br />
With a firm handshake and intense eye contact, Klaus J. <strong>Jacobs</strong> welcomed me in November 2006 as<br />
the prospective new CEO of the <strong>Foundation</strong>. I sensed that someone of the calibre of a Klaus J. <strong>Jacobs</strong><br />
was accustomed to making rapid judgements. Our conversation, which lasted a good two hours and was<br />
taken up mainly with him showing a great interest in me and my character, was even more impressive<br />
– and enjoyable. Klaus J. <strong>Jacobs</strong> had a strong will but was keen to search new insights as well. In this,<br />
he required few words. But what he said – and how he said it – meant as much to him as what he heard.<br />
This applied in particular to his activities in the <strong>Jacobs</strong> <strong>Foundation</strong> – his <strong>Foundation</strong> – which, alongside<br />
his family and his business interests, he saw as the essential culmination of his lifelong commitment to<br />
values. Conveying to all employees this motivation and the need to be committed to young people was<br />
important to him. He felt a deep sense of inner satisfaction, not just in instilling recognition and enthusiasm<br />
among foundation’s staff, but also in feeling their personal connection to him. Klaus J. <strong>Jacobs</strong>’<br />
vision and work will remain our guide and responsibility.<br />
7
8<br />
HIGHLIGHTS <strong>2008</strong><br />
Highlights in the Year <strong>2008</strong><br />
In <strong>2008</strong> the <strong>Jacobs</strong> <strong>Foundation</strong> Post-Doctoral Fellowship Programme PATHWAYS<br />
was launched, aiming to push the frontiers of research on productive youth development<br />
with a focus on the dissemination and application of these findings. The<br />
programme offers the opportunity for outstanding young scholars to work with<br />
experts in the field, with the objective to develop and advance understanding of the<br />
challenges facing young people today and ways of how to support the development<br />
of professional and social competences among young people. A consortium of several<br />
leading institutions and scholars located in Finland, Germany, Sweden, the UK<br />
and the US will provide expert input and mentoring to the next generation of topclass<br />
researchers engaged in the study of young people’s life from a multidisciplinary<br />
perspective.<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> continued its intensive collaboration with the German<br />
Academy of Sciences Leopoldina and the German Academy of Science and<br />
Engineering acatech in the Joint Academy Initiative on “Aging in Germany.”<br />
Moreover we have also initiated a new academy-based working group on “Fertility<br />
and Societal Development,” which will be carried out by the Leopoldina and the<br />
Berlin-Brandenburg Academy of Sciences starting in 2009.<br />
MORE INFORMATION ON PAGE 32<br />
MORE INFORMATION ON PAGE 15
MORE INFORMATION ON PAGE 37<br />
MORE INFORMATION ON PAGE 60<br />
For the first time the funding instrument <strong>Jacobs</strong> <strong>Foundation</strong> Initiative was launched<br />
after it had been developed in close collaboration with leading experts in order to<br />
conceptualize specific research and intervention projects with a geographical and<br />
topical focus. This new instrument will allow the <strong>Foundation</strong> to act more proactively<br />
in a certain thematic field, region and amongst particular target audiences and<br />
partners, as well as to identify and cooperate with excellent researchers and intervention<br />
agencies more effectively. The first <strong>Jacobs</strong> <strong>Foundation</strong> Initiative in Latin<br />
America is called “Aprender para la Vida” (Learning for Life).<br />
In <strong>2008</strong> the <strong>Jacobs</strong> <strong>Foundation</strong> Forum was set up for the first time. By initiating<br />
these regular events the <strong>Jacobs</strong> <strong>Foundation</strong> wishes to cast a light on key questions<br />
and demands within a selected topic, which we find of great importance. By bringing<br />
main actors from the domain of educational practice, economics, politics, industry<br />
and the media together, we wish to create platforms and hope to provide important<br />
impulses in the debate on Productive Youth Development.<br />
9
PRINCIPLES AND STRATEGIES OF THE JACOBS FOUNDATION
Value Chain<br />
The aim is to transfer the latest scientific<br />
findings into societal practice. Promising<br />
ways to achieve this have to be constantly<br />
rethought and communicated.<br />
PRINCIPLES AND STRATEGIES OF THE JACOBS FOUNDATION<br />
“Productive Youth Development” – A Mission and Vision<br />
As a Swiss foundation with an international orientation, the <strong>Jacobs</strong> <strong>Foundation</strong><br />
intends to contribute to finding answers to urgent questions concerning the development<br />
of young people worldwide. We are not content with just seeing issues<br />
discussed. The <strong>Jacobs</strong> <strong>Foundation</strong> is committed to supporting the development of<br />
professional and social competencies of young people and to creating real and sustainable<br />
impact. Investing in what we call “Productive Youth Development” means, at<br />
the same time, an investment in the sustainability of mankind. As one of the largest<br />
European foundations devoted to this mission, the <strong>Jacobs</strong> <strong>Foundation</strong> is capable of<br />
achieving this goal, by supporting projects which aim to foster young people’s development<br />
and training to become socially responsible members of society. This means<br />
concentrating on promising programmes, defining high standards for the selection<br />
of projects and capturing synergies from a variety of activities in order to strengthen<br />
young people for the future now.<br />
Better Knowledge – Better Impact<br />
Developing a profile requires setting qualitative and quantitative priorities at the level<br />
of the supported projects and programmes. “Productive Youth Development” as an<br />
enduring social task is not only faced with problems of knowledge, but also with implementation<br />
issues. Therefore, over the years, the <strong>Jacobs</strong> <strong>Foundation</strong> has pursued an<br />
approach that interlinks its research-driven activities with implementation strategies.<br />
With this INTEGRATIVE APPROACH the <strong>Foundation</strong> aims to create social value and<br />
to transfer knowledge and the latest scientific breakthroughs into practice.<br />
Focusing on their social relevance, effectiveness and applicability in society, the<br />
<strong>Jacobs</strong> <strong>Foundation</strong> supports scientific activities in diverse fields relevant to the<br />
development of children and young people. The scientific identification and analysis<br />
of problems combined with problem-solving approaches create the basis for<br />
specific social intervention programmes. The aim of these programmes is to test<br />
methods and processes of social intervention for their effectiveness and, if they are<br />
successful, to disseminate them broadly in society.<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> places great importance on the reproducibility and model<br />
building character of the findings gained from the activities we support. Therefore,<br />
the <strong>Foundation</strong> cooperates closely with private and public institutions to achieve the<br />
best possible and sustainable outcomes so young people are better equipped to<br />
grow up and live in a changing world. An active communication policy directed to<br />
11
12<br />
PRINCIPLES AND STRATEGIES OF THE JACOBS FOUNDATION<br />
specialists as well as to the wider public supports this motivation, to bring key questions<br />
and demands to the forefront of public discussion. But also individual philanthropic<br />
support, which is in context with the <strong>Foundation</strong>’s mission, is considered, as<br />
long as innovative and practical ways of improving young people’s lives are being<br />
explored.<br />
Principles<br />
The <strong>Jacobs</strong> <strong>Foundation</strong>’s integrative approach, combining research, practice-oriented<br />
projects and strategies of political intervention, is based on principles of entrepreneurial<br />
leadership derived from long-term successful business operations by the<br />
<strong>Jacobs</strong> family. Decentralized responsibilities go together with a clear and allembracing<br />
communication within the <strong>Foundation</strong>’s management body. With organisational<br />
flexibility, risk taking, timely and financially efficient resource planning as<br />
well as adequate instruments, we aim to achieve the best combination of employed<br />
resources and resulting revenues.<br />
Instruments<br />
The <strong>Foundation</strong> has consistently and continuously developed its funding INSTRU-<br />
MENTS over the past years. In the years to come the <strong>Foundation</strong> will concentrate<br />
even more on the applicability of its scientific activities, without losing sight of the<br />
need for broad, open-ended, cutting-edge research. Building up the indispensable<br />
critical mass for this kind of research began successfully with the support of both<br />
<strong>Jacobs</strong> Centers – the <strong>Jacobs</strong> Center for Productive Youth Development at the<br />
University of Zurich and the <strong>Jacobs</strong> Center on Lifelong Learning and Institutional<br />
Development at the <strong>Jacobs</strong> University Bremen. It has been strengthened through<br />
the all-embracing engagement in the further development of the <strong>Jacobs</strong> University<br />
Bremen – the former International University Bremen. Investing in this private higher<br />
education institution, which combines first-class teaching and research with an<br />
international and intercultural approach, is to be seen as sustainable capacity building<br />
and the creation of strategic partnerships with and within science.<br />
Instruments<br />
Through regular interaction with<br />
different stakeholders, such as<br />
researchers, politicians or practioners<br />
and with our annual <strong>Jacobs</strong><br />
<strong>Foundation</strong> conferences we synthesize<br />
state of the art knowledge and<br />
define the demand for further<br />
research and innovative intervention.<br />
In research projects we deepen the<br />
knowledge and develop concrete<br />
interventions.<br />
Through actively sponsored partnerships<br />
with highly professional<br />
institutions we ensure the optimal<br />
implementation of the intervention<br />
concepts developed.<br />
Through active communication<br />
and dissemination efforts we<br />
ensure that successful intervention<br />
models are rolled out in the public<br />
to transfer succesful intoveties into<br />
social.
Productive Youth Development<br />
„Contributing to the welfare, social<br />
productivity and social inclusion of<br />
current and future generations of<br />
young people by understanding<br />
and promoting their personal<br />
development and employability,<br />
their respect for and integration<br />
with nature and culture and the<br />
challenges faced by social, economic<br />
or technological changes.”<br />
The focus on institutional funding is complemented by stronger programmatic orientation<br />
in the field of “classic” project support; this applies to the key areas of<br />
“research” and “intervention and application” to the same extent. In order to achieve<br />
more purposeful use of the <strong>Foundation</strong>’s means, calls for project proposals within<br />
the thematic priorities are planned, in the hope of producing focused and resultsoriented<br />
projects fostered by the <strong>Foundation</strong>’s own management.<br />
Actively sponsored partnerships have the potential to play a significant role in generating<br />
and implementing promising project ideas. Besides the scientifically substantiated<br />
and practice-orientated thematic priorities described, projects with a pure<br />
philanthropic character are also supported by the <strong>Jacobs</strong> <strong>Foundation</strong>. The<br />
<strong>Foundation</strong> considers requests submitted by individuals or institutions that are<br />
aligned with its mission.<br />
Thematic Priorities<br />
The process of identifying topics and generating projects within the <strong>Jacobs</strong><br />
<strong>Foundation</strong> has been organised in a broad and flexible way. To foster this process,<br />
not only is internal expertise used, but also the expertise of external consultants<br />
through commissioned consulting, strategic workshops or thematic expert<br />
meetings.<br />
Besides improving contexts of learning and the institutional transitions, and the<br />
aspect of micro- and macroeconomic effects of PRODUCTIVE YOUTH<br />
DEVELOPMENT, another of the <strong>Foundation</strong>’s focal points, which has already been<br />
considered in past projects, is the intensive examination of migration and youth and<br />
in particular the issue of how to unlock the potential migration has. These thematic<br />
priorities will be guiding the <strong>Foundation</strong> like a compass in the future as well.<br />
Knowledge implemented in a consistent, critical and self-reflective way is the basis<br />
for active involvement. “Better knowledge – Better impact” is the <strong>Jacobs</strong><br />
<strong>Foundation</strong>’s goal and commitment to a sustainable future.<br />
Lastly, the Johann <strong>Jacobs</strong> Museum is an integral part of the <strong>Jacobs</strong> <strong>Foundation</strong>,<br />
reflecting the cultural history of coffee. With its exhibitions concentrating on the cultural,<br />
social and political aspects of coffee, the Museum goes back to the<br />
<strong>Foundation</strong>’s origins by highlighting the background of the <strong>Jacobs</strong> family enterprise.<br />
13
KEY ACTIVITY AREA<br />
RESEARCH
INTRODUCTION<br />
Excellent and targeted research is an indispensable element of the <strong>Jacobs</strong><br />
<strong>Foundation</strong>’s strategy: Productive Youth Development is not possible without sound<br />
scientific groundwork, prepared from different perspectives in different ways.<br />
Therefore, the <strong>Foundation</strong>’s activities in the area of research encompass different,<br />
yet interconnected areas. This philosophy and the associated convictions have guided<br />
us in this year, as well.<br />
We are firstly convinced that to achieve sustainable research results, particularly in<br />
interdisciplinary research, resources need to be focused and concentrated.<br />
Therefore, the <strong>Jacobs</strong> <strong>Foundation</strong> has a tradition of strategic investments in academic<br />
research centres: The <strong>Foundation</strong> is currently supporting major research<br />
institutions: <strong>Jacobs</strong> University Bremen and its <strong>Jacobs</strong> Center on Lifelong Learning<br />
and Institutional Development and the <strong>Jacobs</strong> Center for Productive Youth<br />
Development at the University of Zurich.<br />
Meaningful and excellent research needs time and space – this is our second guiding<br />
conviction. Not only have we continued our intensive collaboration with the<br />
German Academy of Sciences Leopoldina and the German Academy of Science<br />
and Engineering acatech in the Joint Academy Initiative on “Aging in Germany,”<br />
we have also accompanied a new working group on “Fertility and Societal<br />
Development.” Carried out by the Leopoldina and the Berlin-Brandenburg Academy<br />
of Sciences, the group will take up its work in 2009.<br />
Time and space for excellent researchers are provided through our annual international<br />
scientific conference at Marbach Castle. The goal is to assemble distinguished<br />
scientists from around the world and leading practitioners to present and<br />
discuss cutting-edge findings about a particular aspect of productive youth development<br />
and their potential for implementation. This year’s conference examined the<br />
relation between early childhood and later achievement – on the individual, institutional,<br />
and societal levels.<br />
Thirdly: Research needs to be disseminated in society in order to have sustainable<br />
effects: to ensure these in the area of early childhood education and development,<br />
the <strong>Jacobs</strong> <strong>Foundation</strong> has teamed up with four of the largest Swiss foundations<br />
and the Swiss UNESCO Commission and has commissioned a base study on this<br />
topic which has received significant public and media attention in Switzerland.<br />
15
16<br />
KEY ACTIVITY AREA RESEARCH<br />
Supporting research conducted by young scholars is of particular importance for us.<br />
The <strong>Foundation</strong> therefore invited the most talented young scholars in the field<br />
under investigation from around the world to the conference, to present their own<br />
work and to conduct new and collaborative research projects after the conference.<br />
Pushing the frontiers of research on productive youth development and supporting<br />
the most talented young researchers in the field at the same time are the goals of<br />
the <strong>Jacobs</strong> <strong>Foundation</strong> Post-Doctoral Fellowship Programme PATHWAYS. The programme<br />
offers the opportunity for outstanding young scholars to work with experts<br />
in the field. A consortium of several leading institutions and scholars located in<br />
Finland, Germany, Sweden, the UK and the US provide expert input and mentoring<br />
to the next generation of top-class researchers engaged in the study of young people’s<br />
life from a multidisciplinary perspective.<br />
Finally, flexibility and openness for novelty and originality are guiding principles of<br />
our work: the <strong>Foundation</strong> therefore supports innovative research projects in basic<br />
and applied research in the field of Productive Youth Development and related<br />
areas. Projects must be of high scientific quality and practical relevance.<br />
<strong>Jacobs</strong> University Bremen<br />
Confirmation of the high quality of the work carried out thus far by <strong>Jacobs</strong> University<br />
in establishing itself came right at the start of this year. In January, the<br />
German Council of Science and Humanities reaccredited <strong>Jacobs</strong> University for the<br />
maximum possible period of ten years. The Council particularly praised the way the<br />
university had succeeded in establishing a distinct profile as a campus university<br />
offering a wide, internationally attractive range of Bachelor degree courses and<br />
exemplary student support services, and successfully combining research and<br />
teaching.<br />
Helping to raise the profile of the university, nationally and internationally, to the<br />
best of her abilities, is also the declared aim of the new Chair of the Board of<br />
Governors of <strong>Jacobs</strong> University, Prof. Karin Lochte. The Director of the Alfred<br />
Wegener Institute for Polar and Marine Research took up her post at the beginning<br />
of the year, replacing Prof. Theodor Berchem. Karin Lochte has played an active<br />
part on many national and international scientific policy and research committees<br />
for over 15 years and has excellent contacts on the science scene in Germany and<br />
internationally.
President<br />
Prof. Dr. Dr. h.c. Joachim Treusch<br />
Chair of the Board of Governors<br />
Chair of the Board of Governors<br />
Prof. Dr. Karin Lochte<br />
Director, Alfred Wegener Institute<br />
for Polar and Marine Research<br />
In <strong>2008</strong>, <strong>Jacobs</strong> University succeeded in obtaining third-party funds of 7.4 million<br />
euros. This marked a 25% increase over the previous year and so continued the<br />
upward trend in third-party funding of the preceding years. Once again,<br />
a key factor in the university’s success has been the way it systematically integrates<br />
itself in its scientific and business environment, having currently over 1000 partnerships.<br />
For example, since June, a German research consortium involved in setting up the<br />
world’s largest digital radio telescope has been headed by the Astrophysics Group<br />
at <strong>Jacobs</strong> University. The consortium is financed by the German Federal Ministry of<br />
Education and Research with 1.3 million euros. The “Helmholtz Graduate School<br />
for Polar and Marine Research,” a partnership project involving the Alfred Wegener<br />
Institute, the universities of Bremen and Potsdam, the Max Planck Institute of<br />
Marine Microbiology, the Bremerhaven University of Applied Sciences and the<br />
Institute of Marine Resources, also received 3.6 million euros. The “Bremen International<br />
Graduate School of Social Sciences,” which received 5.6 million euros from<br />
the Excellence Initiative and is a joint project by the University of Bremen and<br />
<strong>Jacobs</strong> University, celebrated its opening in October with the arrival of its first students.<br />
<strong>Jacobs</strong> University also obtained some other significant grants in addition to<br />
its partnerships: as part of the Volkswagen <strong>Foundation</strong> research initiative “Perspectives<br />
on Aging,” about 700,000 euros went to scientists at the <strong>Jacobs</strong> Center on<br />
Lifelong Learning and Institutional Development. Equally impressive is the research<br />
profile of Prof. Katja Windt. In July the Professor of Global Production Logistics<br />
received the <strong>2008</strong> Alfried Krupp Prize for young Professors. Worth 1 million euros,<br />
this is one of the most highly endowed prizes for young researchers in natural sciences<br />
and engineering at German universities. The prize money will be used to<br />
improve the laureate’s research and teaching environment, and so will support the<br />
expansion of the course in “International Logistics,” which <strong>Jacobs</strong> University<br />
launched in 2007.<br />
17
18<br />
KEY ACTIVITY AREA RESEARCH<br />
The founding of JCBS Holding GmbH in June <strong>2008</strong> will open up new opportunities<br />
for business partnerships. This wholly-owned subsidiary of <strong>Jacobs</strong> University will for<br />
the first time, mainly by taking a share in spin-off companies, the direct marketing<br />
of research results generated by the non-profit privat university. The first spin-off<br />
company, Phytolutions GmbH for technology development and marketing of algae<br />
for climate protection purposes is already proving tp be very successful: in November<br />
its partnership with the energy giant RWE attracted nationwide interest, when<br />
the company, under the scientific leadership of <strong>Jacobs</strong> University, set up a test plant<br />
designed to reduce the CO2 emissions in the waste gas of a lignite-fired power<br />
plant.<br />
<strong>Jacobs</strong> University took another important step in developing its corporate structure<br />
in August when it became the first German university to invite its alumni to become<br />
involved in the university’s development, by making the <strong>Jacobs</strong> University Bremen<br />
Alumni & Friends Stiftung GmbH a shareholder, along with the <strong>Jacobs</strong> <strong>Foundation</strong><br />
and the Reimar Lüst <strong>Foundation</strong>. The new foundation is a 99% subsidiary of the<br />
<strong>Jacobs</strong> University Alumni Association e. V., an organization which has about 850<br />
members, approximately 80% of all <strong>Jacobs</strong> graduates to date.<br />
In July <strong>2008</strong>, the campus community celebrated the topping-out ceremony of<br />
College IV, which will open in 2009. With this newly built college, <strong>Jacobs</strong> University<br />
is responding to the ever growing number of applicants and is preparing the ground<br />
for the projected further growth of the university up to a total of 1,400 students by<br />
2011. There are already about 1,200 people from 92 countries studying at<br />
<strong>Jacobs</strong> University – 681 undergraduates and 523 students on graduate courses.<br />
Only one in every four students is from Germany; following a further increase of<br />
nearly 5% in the number of students from Asia, these now account for almost<br />
a quarter of the students. One reason why the university is so attractive is the consistently<br />
excellent success rate of its graduates: among the 186 graduates with<br />
Bachelor degrees, 93 with Masters and 54 with PhDs in the “Class of <strong>2008</strong>” who<br />
celebrated their graduation in June, the average rate was 97%.<br />
“Elite in a global world” was the motto of a public event organized in September by<br />
<strong>Jacobs</strong> University together with Deutsche Welle TV to mark their nomination as a<br />
“Selected Landmark” in the nationwide “365 Landmarks in the Land of Ideas” competition.<br />
The high light of the event was the podium discussion “Made in Germany<br />
– what qualifications do the elite need in a globalized world?,” in which<br />
Dr. Joh. Christian <strong>Jacobs</strong> also took part. At the end of October, the campus community<br />
celebrated its second “Founders Day,” this year dedicated to the research and
Scientific Advisory Board <strong>2008</strong><br />
Prof. Dr. Dr. h.c. mult.<br />
Jürgen Baumert<br />
Director, Max Planck Institute for<br />
Human Development, Berlin;<br />
Professor of Educational Sciences<br />
Dr. Bernd Ebersold<br />
<strong>Jacobs</strong> <strong>Foundation</strong>, CEO<br />
Prof. Dr. Karl Ulrich Mayer<br />
Chair of the Department of<br />
Sociology, Co-Director Center for<br />
Research on Inequalities and the<br />
Life Course, Yale University<br />
Prof. Dr. sc. nat. Benno M. Nigg<br />
Director, Human Performance<br />
Laboratory, University of Calgary,<br />
Professor of Biomechanics,<br />
Faculties of Kinesiology, Medicine<br />
and Engineering<br />
Prof. Dr. Dr. h.c. mult.<br />
Arnold Picot<br />
(Chair of the Board)<br />
Board, Institute for Information,<br />
Organization and Management,<br />
Ludwig-Maximilian-University<br />
Munich, Professor of Business<br />
Administration<br />
Prof. Dr. Albert Tuijnman<br />
Senior Economist Human Capital,<br />
European Investment Bank,<br />
Luxembourg; Special Professor,<br />
UNESCO Centre for Comparative<br />
Education Research, University of<br />
Nottingham<br />
study focus of “Waterfront Megacities,” which will be the theme of <strong>Jacobs</strong> University’s<br />
presentation at Expo 2010 in Shanghai.<br />
Supporting highly able students and enabling them to become socially involved in<br />
college life is the aim of the newly established Mercator Prize, endowed with<br />
10,000 euros and donated by the Mercator <strong>Foundation</strong>. Awarded for the first time<br />
in December <strong>2008</strong>, the prize will enable two students each year, who have distinguished<br />
themselves by outstanding social and intercultural commitment as well as<br />
excellent academic achievements to be sponsored at the Mercator College.<br />
<strong>Jacobs</strong> Center on Lifelong Learning and Institutional Development<br />
Mission<br />
Fundamental economic, cultural and social changes are taking place in our globalised<br />
world. In modern industrialized nations increasing numbers of people are living<br />
to old and very old age, while birth rates are declining. The half-life of knowledge<br />
and skills is growing shorter and shorter. Accordingly, the structures and processes<br />
of work, learning and living also need to change. This implies challenges for social<br />
institutions, commercial enterprises and individuals alike. Thus, lifelong learning has<br />
gained in importance.<br />
In order to face these challenges research-based, innovative approaches and<br />
answers have to be developed. The <strong>Jacobs</strong> Center on Lifelong Learning and<br />
Institutional Development (JCLL) of the <strong>Jacobs</strong> University Bremen investigates in<br />
the face of these historical changes the conditions for productive development of<br />
adults in the context of education and work. The goal of the <strong>Jacobs</strong> Center is to<br />
contribute to establishing the necessary knowledge base for optimizing these transformation<br />
processes and to disseminate this knowledge by providing academic and<br />
professional training as well as consulting services.<br />
Research<br />
The above-mentioned manifold aspects can only be tackled from a systemic perspective,<br />
which is why the <strong>Jacobs</strong> Center was conceptualized as an interdisciplinary<br />
centre. It encompasses facilities that have specialized in the research of the individual<br />
as well as those that primarily concentrate on the context: Neuroscience<br />
and Human Performance, Lifespan Psychology, Health Psychology, Organizational<br />
Behaviour, Behavioural Economics, Sociology, Business Administration and Political<br />
Science.<br />
19
20<br />
KEY ACTIVITY AREA RESEARCH<br />
The JCLL currently conducts eight research projects that reflect its mission. The<br />
two largest of these projects (demopass, funded by the Federal Ministry of<br />
Education and Research); Age on the Move, funded by the Bosch <strong>Foundation</strong>) have<br />
already been running for some time.<br />
All JCLL faculty contribute to the demopass project, funded by the Federal Ministry<br />
of Education and Research. The project investigates the effects of demographic<br />
change within companies, specifically in five business areas that are particularly relevant<br />
for dealing with demographic change: training/qualification, health management,<br />
intergenerational transfer of knowledge and experience, and age climate and<br />
person-task match. The project investigates in how far matches and mismatches<br />
between the corporate strategy or the supervisor, the organizational climate and the<br />
attitudes or competence of employees show effects in terms of their impact on<br />
health and productivity. Last year, the ambitious multi-level design was successfully<br />
implemented in five companies. On the basis of data collection the functionality<br />
and dysfunctionality with regard to health and productivity outcomes will be ascertained<br />
and the data collection protocol will be streamlined based on the results of<br />
the first round of assessments and will then be reimplemented in companies in the<br />
autumn of 2009.<br />
As part of the longitudinal project Age on the Move, financially supported by the<br />
Bosch <strong>Foundation</strong> and the Deutsche Angestellten Krankenkasse (DAK), the JCLL<br />
explores the effects of different kinds of physical training on cognitive performance<br />
and emotion regulation. This project combines the disciplines human performance,<br />
neuroscience, and lifespan psychology. First results after six months of training<br />
showed that increased physical fitness (endurance) leads to higher speed of cognitive<br />
processing, and increased motor fitness (coordination) showed an improvement<br />
in the accuracy of thinking.
Dean and Professors<br />
Prof. Dr. Ursula M. Staudinger<br />
Professorship for Psychology,<br />
Vice President and Academic Dean<br />
of <strong>Jacobs</strong> University Bremen<br />
Prof. Dr. Ben Godde<br />
Professorship for Neuroscience<br />
Prof. Dr. Max Kaase<br />
Professorship for Political Science<br />
Prof. Dr. Brigitte Kudielka-Wüst<br />
Professorship for Health<br />
Psychology<br />
Prof. Dr. Christian Stamov<br />
Roßnagel<br />
Professorship for Organizational<br />
Behavior<br />
Prof. Dr. Klaus Schömann<br />
Professorship for Sociology<br />
Prof. Dr. Sven Voelpel<br />
Professorship for Business<br />
Administration<br />
N.N.<br />
Professorship for Behavioural<br />
Economics<br />
N.N.<br />
Professorship for Developmental<br />
Regulation<br />
Dr. Claudia Voelcker-Rehage<br />
Lecturer, Human Performance<br />
Teaching<br />
The structured interdisciplinary PhD programme (Productive Adult Development) is<br />
now in its second year of operation. Currently, 23 students are pursuing their PhD<br />
degree at the JCLL. Of these, only two are funded by the JCLL budget and 15 from<br />
third-party funds or external fellowships. An important part of the doctoral studies<br />
are the regular Transdisciplinary Colloquia as well as the Distinguished Lecture<br />
Series, to which renowned visiting scholars are invited each semester. Not only<br />
does this strengthen the external perception of the JCLL but also academic networking.<br />
In addition, Professor Ramon Rico from the Universidad Autónoma de<br />
Madrid came to the Center as Visiting Professor in <strong>2008</strong>.<br />
In <strong>2008</strong>, BIGSSS (Bremen International Graduate School of Social Sciences) was<br />
established. Jointly founded by the University of Bremen and <strong>Jacobs</strong> University,<br />
BIGSSS is an interuniversity institution. Its postgraduate programme and research<br />
focuses on five study areas subsumed under the central theme “The future of social<br />
and political integration.” The JCLL is particularly involved in the field “Life Course<br />
and Life Dynamics.” Currently, two PhD candidates are being trained at the <strong>Jacobs</strong><br />
Center as part of BIGSSS. Overall, there are 20 PhD students in each year at<br />
BIGSSS, which has been initially funded for a period of five years.<br />
Consulting<br />
With regard to Executive Education, the <strong>Jacobs</strong> Center continues to offer an<br />
Executive Master programme in the field of age management. Furthermore, we<br />
offer Executive Seminars on the management of demographic change. In cooperation<br />
with TIASNimbas (NL), JCLL is about to offer a two-campus Young Leadership<br />
Programme in 2009.<br />
With regard to Knowledge Transfer, the WISE Demographic Network has been<br />
founded and is in its second year of operation. The Demographic Network, an initiative<br />
of Prof. Sven Voelpel and Prof. Christian Stamov Rossnagel, includes representatives<br />
from different companies (e. g. Deutsche Bahn, Otto, EnBW, Deutsche<br />
Bank, VW) and works on company-specific, research-based solutions for problems<br />
arising from demographic change. Furthermore, the JCLL faculty is active in giving<br />
lectures on Productive Adult Development in the Work Context in companies as<br />
well as to the general public and thereby contributes to transferring relevant knowledge<br />
to promote the necessary transformations in individuals, companies and the<br />
society at large.<br />
21
Steering Committee<br />
Prof. Dr. Hans Weder<br />
(until August <strong>2008</strong>)<br />
President of the University<br />
of Zurich<br />
Prof. Dr. Andreas Fischer<br />
President of the University of<br />
Zurich (from 1 August <strong>2008</strong>)<br />
Prof. Dr. Ernst Buschor<br />
Member of the Board of Trustees,<br />
<strong>Jacobs</strong> <strong>Foundation</strong><br />
Dr. Bernd Ebersold<br />
CEO <strong>Jacobs</strong> <strong>Foundation</strong><br />
Prof. Dr. Otfried Jarren<br />
Vice-President of the University of<br />
Zurich<br />
Board of Directors <strong>Jacobs</strong> Center<br />
for Productive Youth<br />
Development<br />
Prof. Dr. Marlis Buchmann<br />
Professor of Sociology, University<br />
of Zurich, Managing Director<br />
Prof. Dr. Uschi Backes-Gellner<br />
Professor of Business<br />
Administration,<br />
University of Zurich, Associate<br />
Director<br />
Prof. Dr. Friedrich Wilkening<br />
(until August <strong>2008</strong>)<br />
Professor of General and<br />
Developmental Psychology,<br />
University of Zurich,<br />
Associate Director<br />
Prof. Dr. Philipp Gonon<br />
Professor for VET and Teacher<br />
Training, University of Zurich,<br />
Associate Director<br />
Assistant Professorships<br />
Prof. Dr. Sonja Perren<br />
Developmental Psychologist<br />
Prof. Dr. Markus P. Neuenschwander<br />
Educational Psychologist<br />
(until September <strong>2008</strong>)<br />
<strong>Jacobs</strong> Center for Productive Youth Development<br />
Mission<br />
Research conducted at the <strong>Jacobs</strong> Center for Productive Youth Development,<br />
University of Zurich, focuses on the ways in which the opportunities and constraints<br />
encountered in the various social contexts of growing up affect children’s and adolescents’<br />
productive development and mastery of transitions in the early life course.<br />
This is of particular importance in rapidly changing societies characterized by ever<br />
increasing demands in school and at work. With this perspective, the <strong>Jacobs</strong><br />
<strong>Foundation</strong> supports the <strong>Jacobs</strong> Center for Productive Youth Development in conducting<br />
innovative research in the fields of child and youth development and the<br />
transition to adulthood.<br />
Funding<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> created the Center with a CHF 10 million initial investment.<br />
The Center’s annual budget is jointly financed by the <strong>Jacobs</strong> <strong>Foundation</strong> and the<br />
University of Zurich. In addition, the Center was very successful again this year in<br />
acquiring peer-reviewed third-party funding in large amounts, enabling the Center to<br />
continue some of the large-scale research projects and to start new empirical studies.<br />
Research<br />
Research at the <strong>Jacobs</strong> Center for Productive Youth Development is interdisciplinary<br />
in character. The scientific composition of the Center’s collaborators reflects<br />
this orientation. The successful acquisition of peer-reviewed external research<br />
funds has made it possible again this year to conduct research together with a substantial<br />
number of scientific collaborators from various scientific disciplines.<br />
As in previous years, international collaboration of various types was an outstanding<br />
feature of the research conducted at the Center. Professor Buchmann directed<br />
various comparative research projects on adolescent development and the transition<br />
to adulthood in countries outside of the Western world while she was a fellow<br />
at the Center for Advanced Study in the Behavioral Sciences at Stanford University.<br />
Professor Perren established a European network on prevention and promotion of<br />
children’s health including seven European countries. This initiative will be submitted<br />
as a proposal to the 7 th Research Framework Programme of the EU entitled<br />
Promoting Children’s and Adolescents’ Mental Health: Comparing the Effectiveness of<br />
Early Prevention Strategies in Different Settings. Professor Neuenschwander was<br />
the main organizer of an international conference on Youth – Potential and Risk:<br />
Transition from School to Work held at the University of Zurich.<br />
23
24<br />
KEY ACTIVITY AREA RESEARCH<br />
Moreover, two scientific collaborators received peer-reviewed, competitive habilitation<br />
fellowships (Swiss National Science <strong>Foundation</strong>; Promotion of Young<br />
Academics, University of Zurich), enabling them to spend time as visiting scholars<br />
at Harvard University and Yale University, respectively. Finally, international scientific<br />
exchange was also a prominent feature of the Center’s regular lecture series for<br />
which we invite internationally renowned speakers to give a talk on topics related to<br />
the Center’s major research areas. This year, the following speakers accepted our<br />
invitation: Prof. Dr. René Veenstra (University of Groningen), Prof. Dr. Katariina<br />
Salmela Aro (University of Jyväskylä), Dr. phil. Chistian Alt (Deutsches Jugendinstitut<br />
Munich), Prof. Dr. Achim Elfering (University of Berne), Prof. Dr. Steffen<br />
Hillmert (University of Tübingen) und Prof. Dr. Herbert Scheithauer (Free University<br />
of Berlin).<br />
Numerous articles published in peer-reviewed international journals attest to the<br />
international recognition of the research conducted at the Center. In particular, the<br />
article published in Child Development is worth mentioning. It shows that prosocial<br />
behaviour relates to both moral motivation and empathy. According to our findings,<br />
empathy is particularly important for prosocial behaviour when moral motivation is low.<br />
The <strong>Jacobs</strong> Center for Productive Youth Development was also a major contributor<br />
to the first report on children and youth in Switzerland, published as a book entitled<br />
Childhood and Youth in Switzerland (Beltz-Verlag). Based on the COCON study, we<br />
documented many aspects of children’s and adolescents’ living conditions, socialisation<br />
contexts, life styles and life course related outcomes for the first time in<br />
Switzerland. This was possible because COCON – COmpetence and CONtext:<br />
Swiss Survey of Children and Youth – is the first longitudinal study providing a comprehensive<br />
account of the social conditions, life experiences and psychosocial<br />
development of children and youth in Switzerland.
Dr. Tina Malti and Professor Perren have made an important contribution to the better<br />
understanding of the development of social competences in childhood and adolescence<br />
by publishing an edited book (Soziale Kompetenz bei Kindern und<br />
Jugendlichen: Entwicklungsprozesse und Förderungsmöglichkeiten, Kohlhammer-<br />
Verlag). Renowned German-speaking researchers present their latest findings on<br />
the development and promotion of social competences in childhood and adolescence.<br />
In one chapter, Tina Malti, Sybille Bayard and Marlis Buchmann show that<br />
precursors of other-oriented action competences already exist in mid-childhood,<br />
reflected in the congruence of empathy, other-oriented reasoning in moral dilemmas,<br />
and prosocial behaviour. For kindergarten children, Sonja Perren et al. document<br />
the significance of assertiveness and social initiative for emotional well-being.<br />
Deficits in other-oriented social skills (prosocial-cooperative behaviour) indirectly<br />
impair children’s emotional well-being through negative peer relations. Deficits in<br />
self-oriented social skills (assertiveness and social initiative) more directly impair<br />
their well-being because children fail to attain their goals and fulfil their needs.<br />
Although the Center’s main mission is to conduct research, teaching and supervising<br />
students’ work is an integral part of its function. The promotion of young academics<br />
is a particularly important aspect of the Center’s work. As in previous years,<br />
a substantial number of students from various disciplines graduated from the<br />
University of Zurich this year, having conducted research on the basis of data collected<br />
at the <strong>Jacobs</strong> Center.<br />
25
Organizer of the <strong>Jacobs</strong><br />
<strong>Foundation</strong> Marbach Conference<br />
Prof. Sabina Pauen<br />
University of Heidelberg<br />
<strong>Jacobs</strong> <strong>Foundation</strong> Marbach Conference<br />
“Early childhood development and later achievement”,<br />
2 to 4 April <strong>2008</strong><br />
Each year, distinguished scholars from around the world, leading practitioners and<br />
young researchers are invited to the <strong>Jacobs</strong> <strong>Foundation</strong> Conference at Marbach<br />
Castle on the shores of Lake Constance in Germany. The goal of this three-day event<br />
hosted by the <strong>Foundation</strong> is to bring together world-class researchers to present<br />
cutting-edge findings about a specific aspect of productive youth development. This<br />
will culminate in the production of a volume for the <strong>Jacobs</strong> <strong>Foundation</strong> Series on<br />
Adolescence published by Cambridge University Press. The series offers readers<br />
cutting edge applied research about successful youth development, including circumstances<br />
that enhance their employability, their respect for and integration with<br />
nature and culture, and their future challenges triggered by global economic and<br />
technological changes. The editors of the series are Marta Tienda, Princeton<br />
University and Jürgen Baumert, Max Planck Institute for Human Development, Berlin.<br />
Basic research with infants and toddlers has made major progress during the past<br />
50 years, but the implications of recent findings for social and educational praxis<br />
still remain largely unclear. The <strong>2008</strong> Marbach Conference focused on Early Childhood<br />
Development and Later Achievement. The introductory keynote address was<br />
held by Nobel Prize Laureate James Heckman who talked about the economic benefits<br />
of social investment in early childhood education.<br />
At the sessions the focus lay on new insights of research on basic capacities of<br />
infants, including research on the beginnings of representation formation, learning<br />
about nature and number, learning about the social world, and about language. The<br />
relevance of early emotional experience, cognitive performance, and social contextual<br />
factors for later achievement were analysed as well, focusing on data from<br />
large longitudinal surveys. In addition, highly qualified young scholars from Europe<br />
and America presented current projects related to these issues in a poster session.<br />
The conference ended with a discussion on the practical implications of current<br />
findings presented and open questions for future research.<br />
One of the major results of this meeting was that more large-scale longitudinal<br />
studies are needed that investigate the long-term impact of different forms of institutional<br />
child rearing and day-care programmes for infants and toddlers, before we<br />
can actually identify and evaluate factors that have positive and negative influences<br />
on later development.<br />
27
Since we still lack a modern diagnostic tool that allows for the economic assessment<br />
of major developmental changes in different areas, one first step in the right<br />
direction would be to create a corresponding tool. This tool should (1) cover different<br />
aspects of motor, cognitive, emotional and social development; (2) include major<br />
milestones of development as identified by current research; (3) be easily applicable<br />
by parents, paediatricians, as well as day-care teachers in everyday settings; (4)<br />
be translated to different languages to allow for cultural comparative studies. As a<br />
follow-up project on this conference (sponsored by the <strong>Jacobs</strong> <strong>Foundation</strong>), Sabina<br />
Pauen will develop a corresponding screening instrument in the format of a booklet<br />
written for parents and day-care teachers. This booklet will include many illustrative<br />
pictures of major milestones in early childhood development, as well as a calendar<br />
for documenting important steps of a given child during the first three years<br />
of life. In addition, a short version will be provided for day-care teachers. By introducing<br />
this tool on a broad basis, we hope to stimulate future research with the general<br />
goal to improve early childhood education on an international level.<br />
29
30<br />
PORTRAIT<br />
YOUNG SCHOLAR<br />
Marian Chen, Ph. D., post-doctoral research associate Northwestern<br />
University, Department of Psychology<br />
With the support of the <strong>Jacobs</strong> <strong>Foundation</strong>, my<br />
research focuses on how infants reason about the<br />
goals and intentions of others, and how early social<br />
cognition and language development contribute to this<br />
ability. Many of the behaviours that infants observe in<br />
adults are “opaque”: considered on their own, they offer<br />
little (or no) insight into the actor’s underlying motivation.<br />
To know which actions to emulate and which to<br />
avoid, infants must understand the motivation behind<br />
the behaviour. Recent research reveals that by 14<br />
months, infants are sensitive to the intentions of others,<br />
and selectively imitate actions only if they consider<br />
them to be justified (Gergely, Bekkering & Kiraly, 2002).<br />
When infants observed an experimenter turning a light on<br />
with her head, they were more likely to use their own<br />
heads to turn on the light when the experimenter’s hands<br />
were free during her action.<br />
When the experimenter’s hands were occupied, infants<br />
used their hands instead of their heads to turn on the<br />
light. Gergely et al. (2002) interpreted this result<br />
as evidence that infants looked beyond the observable<br />
behaviour to the experimenter’s underlying intention.<br />
My studies build upon this work to look at whether<br />
14-month-olds actively recruit language as a source of<br />
information about other people’s behaviour and underlying<br />
goals.<br />
At this age, infants have begun to learn their first words.<br />
Do they also understand that words are social conventions?<br />
Using Gergely et al’s methodology, I investigate<br />
whether giving an unusual behaviour a linguistic label<br />
affects how infants interpret an actor’s underlying goal.<br />
Giving an unusual action a name should indicate that the<br />
action, though strange, is conventional, and preliminary<br />
results suggest that language does influence whether<br />
infants exactly imitate an odd behaviour.<br />
Future research will investigate the role played by social<br />
cues in infants’ interpretation of behaviour, and whether<br />
developmental precursors to the understanding of intentions<br />
exist in eight to ten-month-olds.
Project treib.stoff – the academy<br />
for young volunteers<br />
Partner Organization<br />
Pädagogische Hochschule<br />
Zentralschweiz (PHZ) Zug<br />
Prof. Dr. Brigit Eriksson-Hotz<br />
Freie Universität (FU) Berlin<br />
Department of Psychology and<br />
Educational Science<br />
Prof. Dr. Bettina Hannover<br />
Treib.stoff – the academy for young volunteers<br />
Until now, volunteers either do not take part in any qualification programmes, especially<br />
when they work for relatively small organizations, or they are only involved in<br />
internal training programmes, where there is little exchange with people outside their<br />
own organization. It has been shown to be very difficult to persuade young people to<br />
carry out voluntary work if they do not have role models for such work in their families,<br />
school or peer group. Due to insufficient public recognition of volunteer work<br />
and weak networks between organizations, volunteers and those interested in volunteer<br />
involvement, this group of young people is reached only incidentally, if at all.<br />
The aim of the <strong>Jacobs</strong> <strong>Foundation</strong> Volunteer Academy project is to develop a training<br />
programme for adolescents and young adults who are either involved in volunteer<br />
activities of existing associations or would like to realize their own pro-social projects.<br />
This programme, consisting of educational offers and coaching courses, is being<br />
devised by the Pädagogische Hochschule Zentralschweiz Zug, Switzerland, and scientifically<br />
evaluated by the Free University Berlin, Germany.<br />
Adolescents and young adults who develop their own ideas with the aim of social<br />
involvement and who are determined to implement their project ideas often lack contact<br />
persons and professional assistance. It can therefore be assumed that in the<br />
past only young people with a high level of education (and thus strong skills and their<br />
own social networks) have managed to translate their project ideas into reality.<br />
Furthermore, adolescents and young adults with a migrant background are often<br />
involved in their community by, for example, supporting their neighbours. These people<br />
are normally not connected to volunteer organizations and their work is therefore<br />
not recognized by the public as volunteer work.<br />
On the basis of these research results the project wants to promote the creativity and<br />
enthusiasm of young people by offering them assistance in the form of<br />
a Volunteer Academy. The establishment of the Volunteer Academy is meant to help<br />
in pursuing several goals: adolescents and young people will be given assistance to<br />
help them successfully implement their own ideas and develop a positive civic identity.<br />
A certificate will be used so that the public can become aware of and appreciate<br />
voluntary work. By also integrating young people with a migrant background, possible<br />
disadvantages on the apprenticeship or job market will be balanced out. Finally,<br />
the scientific evaluation of the Volunteer Academy’s work will help generate new<br />
findings on informal learning. As analyses have shown, there has been very little<br />
research so far on the “out-of-school context”, especially in Switzerland.<br />
31
32<br />
KEY ACTIVITY AREA RESEARCH<br />
The goal is to make the results of this project, including the concepts and recommendations,<br />
known to a large public and available to those interested in volunteer work<br />
by the time of project conclusion in 2011.<br />
<strong>Jacobs</strong> <strong>Foundation</strong> Post-Doctoral Fellowship Programme<br />
Comparative Analysis of Productive Youth Development PATHWAYS<br />
Pushing the frontiers of research on productive youth development with a focus on<br />
the dissemination and application of these findings is the goal of a new and exciting<br />
endeavour, the <strong>Jacobs</strong> <strong>Foundation</strong> Post-Doctoral Fellowship Programme<br />
(JFPDF).<br />
The programme, which started in October <strong>2008</strong> and will run for the next four years,<br />
offers the opportunity for outstanding young scholars to work with experts in the<br />
field with the aim to develop and advance our understanding of the challenges facing<br />
young people today and ways of how to support the development of professional<br />
and social competences among young people.<br />
A consortium of several leading institutions and scholars located in Finland,<br />
Germany, Sweden, the UK and the US will provide expert input and mentoring to the<br />
next generation of top-class researchers engaged in the study of young people’s<br />
life from a multidisciplinary perspective. Those are: the Institute of Education at the<br />
University of London; Institute for Social Research, Center for the Analysis of<br />
Pathways from Childhood through Adulthood at the University of Michigan; the<br />
Centre for Applied Developmental Science at the University of Jena; the Centre of<br />
Excellence in Learning and Motivation Research and the University Collegium for<br />
Advanced Studies at the University of Jyväskyla; the University of Stockholm and<br />
the Max Planck Institute for Human Development in Berlin.<br />
A “Virtual Institute Approach” is adopted, not limiting activities to one physical location,<br />
but pooling the expertise and resources of several partner institutions that are<br />
connected by shared research interests and projects, existing research collaborations,<br />
leading expertise in the methodology of behavioural and social sciences,<br />
shared ideas on application and dissemination of findings, and joint summer academies.
The aim of the programme is to promote high-quality research on key questions<br />
such as how to facilitate the transition to adulthood; how to promote resilience and<br />
positive adjustment in the face of adversity; what are the familial ties and resources<br />
that enhance socialization, social ties that can strengthen connections to educational<br />
and workplace settings, and institutional and state policies as well as practices<br />
that can alter the trajectories of youth, especially those at risk.<br />
It is intended to offer an innovative and stimulating learning and research environment<br />
to the postdoctoral fellows. They will be exposed to the latest research in the<br />
field, will be integrated into an existing and expanding network of experts with<br />
extensive links to key stakeholders and policymakers, and will engage in international<br />
comparative research, analysis and evaluation. The young scholars will be<br />
equipped with state-of-the-art knowledge and competencies. Providing a first-class<br />
methodological training will enable them to forcefully argue for better practice in<br />
many fields of intervention and practice. A specific focus of the programme is to<br />
promote evidence-based practice through research, dissemination and implementation<br />
and to translate research findings into strategies for policy-oriented action.<br />
Programme activities and research findings will be disseminated to national and<br />
international academic and non-academic audiences through workshops and seminar<br />
series organized by the participating institutions.<br />
33
34<br />
GUEST COLUMN<br />
Prof. Dr. Margrit Stamm<br />
Professor of Educational Science specializing in socialization and human<br />
development at the University of Fribourg, and head of the study by the<br />
Swiss UNESCO Commission on early education in Switzerland<br />
Prof. Dr. Margrit Stamm<br />
Early learning as a subject for research<br />
Every child has a right to learning from birth onwards. The<br />
UN Convention on the Rights of the Child lays down this<br />
right to education. The need to extend and improve Early<br />
Learning, Care and Education (“Frühe Bildung, Betreuung<br />
und Erziehung”) is now internationally recognized, and has<br />
been put into practice in many countries. ELCE practice<br />
has been extensively developed in Germany, but in<br />
Switzerland it is still at an early but encouraging stage.<br />
Research has shown that the early years are a crucial phase<br />
for a child’s intellectual, cognitive and socioemotional development.<br />
It is here that the foundations are laid for later success<br />
in education and in life. Any points that are neglected<br />
at this stage require far more effort to catch up on later. The<br />
learning, care and education processes during the early<br />
years are thus of fundamental importance. This is true both<br />
for children from more favourable family circumstances and<br />
for those from less advantaged backgrounds. It is these latter<br />
children, though, to whom it applies in particular.<br />
There is, however, a fairly strong feeling of resistance to<br />
the idea of bringing ‘education’ into early childhood. The<br />
reason for this disapproval is obvious: learning and education<br />
have left a bad taste for many generations because<br />
education means school, school means pressure to succeed,<br />
and pressure means bad memories of school<br />
reports, parental irritation, and failure. Early learning is<br />
therefore taken to mean school-like regimentation in early<br />
childhood. This is also one of the reasons why many parents<br />
and teachers do not impose on children any expectations<br />
in terms of learning until just before they start<br />
school, concentrating instead on their social, emotional<br />
and motor skills. So, are a child’s happy preschool years to<br />
be a time without any cognitive or intellectual challenges?
No. Early learning is something quite different. It is fundamentally<br />
wrong to equate it with “early schooling”. It is<br />
not carried out in order to anticipate the educational service<br />
offered by schools, so that children of three or four<br />
are able to read and do sums. Early learning does not<br />
mean loading children with knowledge, skills and information<br />
in their preschool years. Current educational theory,<br />
and the teachings of Hartmut von Hentig, consider early<br />
learning to be a stimulation of all the powers a young<br />
child has, allowing it to develop, to actively accept the<br />
world, and to reach its own self-defining individuality.<br />
Early learning no longer defines institutionalized preschool<br />
services as a substitute for the family, but as a means of<br />
learning. They provide challenging and stimulating learning<br />
environments in which children are able to make use<br />
of all their senses and develop their ability to learn. They<br />
include the fostering of language skills and of children’s<br />
ability to deal with sizes and spatial relationships, encouraging<br />
their natural powers of observation by understanding<br />
natural phenomena and putting them into context, laying<br />
down a systematic basis for children to learn how to<br />
learn, developing their gross and fine motor skills, imagination<br />
and creativity by means of music and culturebased<br />
activities, and promoting social embedding.<br />
Early learning can give children equality of opportunity<br />
from the outset. This is a particularly important potential<br />
in the case of Germany and Switzerland. Numerous studies<br />
have shown that having a good or poor start can influence<br />
a child’s social inclusion and freedom of opportunity<br />
right from the first year of its life. By the time they start<br />
nursery school, children’s initial chances of success<br />
already show a wide variation. Children from more privileged<br />
backgrounds have skills that are more useful,<br />
because they favour scholastic success, than those of<br />
disadvantaged children. To break the cycle of the<br />
‘Matthew effect’ – those who have will be given more –<br />
we need multi-level, sustained support for children’s early<br />
learning and care: every single child must not only acquire<br />
as early as possible all the basic skills that provide them<br />
with a successful start to their school life, but they must<br />
also receive enough of the social value and self-efficacy<br />
that form the basis for their entire learning and life experience.<br />
To ensure that opportunity is available fairly to all, early<br />
learning, care and education have to become the first<br />
stage of the education process – not merely an undefined<br />
starting point but the base that supports everything else.<br />
Children have to be nurtured and cared for, but in the first<br />
six years of their lives they must also experience learning,<br />
and must learn in a non-random way.<br />
The study carried out under the auspices of the Swiss<br />
UNESCO Commission at the University of Fribourg and<br />
besides the support of the <strong>Jacobs</strong> <strong>Foundation</strong>, financed<br />
by the Avina <strong>Foundation</strong>, the GEBERT-RÜF <strong>Foundation</strong>,<br />
the Göhner <strong>Foundation</strong> and the Mercator <strong>Foundation</strong><br />
Switzerland – has looked, for the first time in Switzerland,<br />
fundamentally at the subject of early learning. It is centred<br />
on an assessment of the current situation in Switzerland<br />
in all three language regions and on the basis of an international<br />
comparison. It demonstrates the significance of<br />
early learning for Swiss society as a whole from a scientific,<br />
educational and social perspective, and defines the<br />
areas where action is needed, the themes, and the remit<br />
for dealing with and institutionalizing this subject on<br />
a sustained basis.<br />
35
KEY ACTIVITY AREA<br />
INTERVENTION AND APPLICATION
INTRODUCTION<br />
Anyone who has ever worked with young people knows that there are no easy<br />
straightforward solutions to the burning challenges youth are facing today. Clearly<br />
there is not one “youth”. Different groups of young people have different needs, interests<br />
and dreams that are determined by socio-economic, political and cultural factors,<br />
as well as by their personal histories and abilities. Social interventions in the domain<br />
of productive youth development, therefore, cannot follow a blueprint but have to be<br />
flexible and adapted to the complex social reality and needs of its beneficiaries.<br />
Nevertheless, we believe that young people all over the world have one thing in<br />
common: tremendous potential, curiosity and enthusiasm to learn and to create. We<br />
are convinced that this potential can be – and has to be – fostered and strengthened<br />
if we want to ensure a prosperous future.<br />
Creating new ways in funding, adapting own ideas to the regional demands and<br />
realities and finally gaining suitable partners in order to translate those ideas and<br />
visions into concrete actions are the fundamental challenges of our intervention<br />
projects. By launching the <strong>Jacobs</strong> <strong>Foundation</strong> Initiatives we have created a new<br />
funding instrument, which will enhance our efforts in exchanging experiences and<br />
building on synergies in a structured way. The objective of these initiatives is to create<br />
regional and topic-oriented project clusters through intense consultancy, based<br />
on which calls for tenders are created and in competitive selection processes<br />
impact-oriented action approaches are shaped. This new instrument supports to<br />
a great extent the <strong>Foundation</strong>’s aim to gain and to cross-link operative key actors<br />
through “actively sponsored partnerships.”<br />
The first <strong>Jacobs</strong> <strong>Foundation</strong> Initiative “Aprender para la Vida” (Learning for Life) has<br />
been launched this year in Latin America. It intends to support organizations which<br />
apply integrated innovative approaches to motivate in and out-of-school youth to<br />
pursue their formal education and take responsibility for their own lives and their<br />
community. Partner organizations will meet regularly to share their experiences and<br />
learn from each other. In a first step two partner organizations have been chosen to<br />
participate in this Initiative: The Asociaçao Luta pela Paz, which uses boxing and<br />
caipoera to attract extremely violent youth from a favela in Rio de Janeiro, Brazil,<br />
and motivate them to finish their basic education and participate in life skills training<br />
programmes. The second organization is Futbol con Corazon, from Barranquilla<br />
in Colombia, which uses football to motivate children and youth to pursue their formal<br />
education and adopt a physically and emotionally healthy lifestyle.<br />
37
38<br />
KEY ACTIVITY AREA INTERVENTION AND APPLICATION<br />
A second <strong>Jacobs</strong> <strong>Foundation</strong> Initiative will follow in 2009 which focuses on the<br />
reduction of the vulnerability of mobile children and youth in West Africa and seeks<br />
to create synergies between partner organizations active in preventing migration<br />
and in accompanying and integrating mobile youth.<br />
As a non-operative <strong>Foundation</strong> we establish actively sponsored partnerships with<br />
our operational partners and strive to lastingly improve young people’s opportunities<br />
and quality of life in joint efforts. Many of our funded projects are wonderful examples<br />
of strong partnerships and successful approaches to putting innovative ideas<br />
into practice. The primano project, implemented by the city of Bern in Switzerland,<br />
which will be introduced in detail later on, is one of those examples. The Jiva project<br />
in India implemented by the Promise <strong>Foundation</strong> also received broad attention<br />
and has already shown first good results.<br />
Overall, this year has proven to us once again that with their commitment and their<br />
enthusiasm many of our partners do make a difference and contribute to improving<br />
the life chances and to opening up opportunities for many young people in different<br />
parts of the world. We are proud to share some insights into our projects with<br />
you in the following.
Project Lifeworld School<br />
Partner Organization<br />
German Children and<br />
Youth <strong>Foundation</strong><br />
Dr. Heike Kahl<br />
Executive Director GCYF<br />
Peter Bleckmann<br />
GCYF, Programme Manager<br />
Lifeworld School<br />
Claudia Hasse<br />
Press<br />
Lifeworld School – a networking of local stakeholders and<br />
resources for the indivual support of children<br />
Lifeworld School is a joint programme by the German Children and Youth<br />
<strong>Foundation</strong> (GCYF) and the <strong>Jacobs</strong> <strong>Foundation</strong>. Its overall objective is to provide<br />
the best possible individualized support to children and young people aged between<br />
3 and 15 years. To achieve this goal, the programme supports selected model communities<br />
in building local networks of institutions willing to share educational<br />
responsibility.<br />
The programme philosophy is characterized by its core idea of changing perspectives:<br />
from dividing educational responsibility between separate institutions to sharing<br />
responsibility and acting together. The layout of educational landscapes should<br />
not be determined by institutional needs, but rather by what will enable the best<br />
possible support for each individual learner. This approach requires close cooperation<br />
between schools (as educational institutions for all children and young people)<br />
and a broad array of partners ranging from day-care institutions to youth welfare,<br />
civil society, and industry. Need-based planning and a bottom-up developmental<br />
process involving children, young people, families and professionals are further features<br />
of the programme.<br />
Lifeworld School is currently being implemented in four model communities which<br />
include, from North to South, Bramstedt (Schleswig-Holstein), Bernburg/Salzlandkreis<br />
(Saxony-Anhalt), Weiterstadt (Hesse), and Weinheim (Baden-Württemberg).<br />
These model communities receive support in terms of professional facilitation services,<br />
programme funding, professional development, external evaluation as well as<br />
nationwide networking opportunities and public relations.<br />
An Advisory Board composed of prominent individuals has been set up to advise the<br />
two foundations. It includes renowned scientists as well as representatives from the<br />
four federal states, the Federal Ministry of Education and Research, the German<br />
Association of Cities, municipal administrative authorities, and civil society. The<br />
Kommunalpädagogisches Institut (Community Education Institute, KPI) is in charge<br />
of the external evaluation. Operative implementation and national-level coordination<br />
are in the hands of the GCYF programme team. The strategic objective is to firmly<br />
embed the changes initiated in the four model communities so that private funding<br />
currently provided by the foundations may gradually be replaced by funds from<br />
a variety of departments and administrative levels.<br />
39
Some examples from the development of the programme show the positive<br />
progress of Lifeworld School:<br />
More than 200 individuals from schools, day-care institutions, student and parent<br />
councils, municipal administrative authorities, and civil society attended the<br />
Lifeworld School kick-off event in Weiterstadt. The local educational advisory<br />
board’s proposals for reforming educational transitions were put up for public discussion.<br />
Attendees were invited to actively contribute to the local plan and help<br />
implement it.<br />
The mayor of Bad Bramstedt invited programme participants to Bramstedt Castle to<br />
attend the kick-off event of the local “A Network for Children in Holstein Auenland”<br />
project. The more than 100 attendees represented the broad spectrum of protagonists<br />
in an educational landscape, ranging from student representatives to day-care<br />
teachers, from headmasters to volunteers, from municipal administrative assistants<br />
to senior officials in the State Ministry of Education. The event served to develop<br />
focus areas for future activities.<br />
At the “Local Responsibility for Education” Conference, participants had the opportunity<br />
to familiarize themselves with a selection of initiatives and programmes<br />
focused on the issue of “local responsibility for education.” After a series of presentations<br />
on interesting practical examples, including examples from all four Lifeworld<br />
School model communities, well-known experts discussed challenges and implications<br />
in terms of educational policy.<br />
First Experiences<br />
In many cases, forging links between activating, bottom-up participatory processes<br />
on the one hand and municipal planning and policy structures on the other has been<br />
successful. Both aspects are essential for achieving participation and shared<br />
responsibility and for establishing new structures on a long-term basis. This complex<br />
kind of linkage requires transparent channels of communication and decisionmaking<br />
as well as a high degree of professionalism when it comes to building the<br />
network.<br />
Such a process cannot succeed without shared goals and visions. The change of<br />
perspectives “Lifeworld School” has initiated, i.e. shifting the focus from institutions<br />
to the individual child or the individual young person, is just such a vision. What<br />
would an education system look like that consistently took the individual as the<br />
starting point for all thinking and planning? How do institutions become ready for<br />
41
42<br />
KEY ACTIVITY AREA INTERVENTION AND APPLICATION<br />
children – instead of children becoming ready for school? It has become clear that<br />
this vision is capable of fuelling the imagination and building up the energy to renew<br />
existing systems, in the four model communities and beyond.<br />
primano – early childhood development for children with social<br />
disadvantages<br />
Every year many children start kindergarten or school with developmental delays.<br />
They are unable to keep up because they have received inadequate stimulation<br />
between the ages of zero to four. The elimination of these deficits requires immense<br />
investment during school years and vocational training, and is very often ineffective<br />
because it comes too late.<br />
The early intervention programme implemented in Bern seeks to intervene during<br />
the first years of a child’s life and offers those children with social disadvantages<br />
a range of support services until they enter kindergarten. The pilot project is limited<br />
to the four neighbourhoods that show the greatest need. This year’s pictures in the<br />
annual report show the different elements of the programme.<br />
The programme includes home visits, early childhood intervention modules in playgroups<br />
and child-care centres and networking. The goal is to improve the educational<br />
opportunities for socially disadvantaged children.<br />
The project is founded on networking with all those people who are involved with<br />
children at pre-school level. The primano contact centres, which have been established<br />
within existing institutions such as child welfare centres and churches, foster<br />
awareness of the advantages of early childhood intervention and smooth the way to<br />
enlisting the support of the relevant social institutions within the area. Within a year<br />
the number of institutions cooperating with primano has been successfully expanded,<br />
information has been widely spread and a website established. The large<br />
amount of effort put into networking is well worth it because the target families can<br />
thus be reached within their familiar surroundings and there shown what the advantages<br />
of early childhood intervention are.<br />
Participating children are enrolled in an 18-month home visit programme. The home<br />
visit programme, copied from one used in Holland, targets socially disadvantaged<br />
families which, over a period of 18 months, receive regular visits from specially<br />
trained laypersons from their own culture. These visitors show the mothers how to<br />
Project primano<br />
Gesundheitsdienst Bern<br />
Project coordination<br />
Ursula Ackermann<br />
Annemarie Tschumper<br />
Mona Baumann<br />
Richard Jakob
promote the development of their 18 to 36-month-old children through play. The<br />
programme is available for families where Tamil, Albanian or German is spoken. In<br />
2009 it will also be offered to families which speak Arabic, Kurdish or Somali. Group<br />
meetings facilitate the exchange of experiences. The greatest success in the difficult<br />
recruitment of families into the programme was achieved by these home visitors.<br />
Integrated in their cultural circles, they reached many families through word-ofmouth<br />
propaganda. In the second phase, the goal will be the involvement of a larger<br />
number of small ethnic groups instead of just a small number of large groups.<br />
The participation of parents taking part in the home visits program has been gratifying.<br />
Unfortunately less discipline of parents participating in group meetings has<br />
been observed.<br />
In a second phase, children are continuously mentored in playgroups or child daycare<br />
centres. Early childhood intervention in playgroups and child-care centres concentrates<br />
on the themes of motor competence – nutrition – language competence<br />
– social competence, for all of which early childhood intervention modules have<br />
been created. The theme motor competence has been successfully carried out and<br />
concluded – the institutions involved re-examined their venues and their motor<br />
competence programmes, received further training and organized meetings with<br />
parents. The nutrition module is currently in progress and the language module is in<br />
preparation. Here too the involvement of the parents is of enormous importance, so<br />
that what has been newly learnt is carried over into the family as well. The highly<br />
motivated leaders of the play-groups have succeeded in infecting the parents with<br />
their enthusiasm and as a result participation of parents has been high. However,<br />
for the parents group-meetings and the child-care centres more specifically motivating<br />
stimuli need to be found. The positive results from this first evaluation show<br />
that the program is on the right path and receives great feedback and response.<br />
43
44<br />
INTERVIEW<br />
by Alexandra Delvenakiotis<br />
Edith Olibet<br />
Head of the City of Bern Department of Education, Social Affairs and<br />
Sport on the subject of early education in Switzerland and the primano<br />
pilot project<br />
Edith Olibet<br />
With the primano early education project, an initiative set<br />
up by the City of Bern with substantial support from the<br />
<strong>Jacobs</strong> <strong>Foundation</strong>, the City of Bern is undertaking pioneering<br />
work and using specific measures to support<br />
both children and their parents. The goal is to create<br />
greater educational opportunities for children aged<br />
between zero and five years so that, by the time they<br />
start kindergarten and school, children from immigrant<br />
backgrounds, in particular, will have developed the skills<br />
and abilities they need for a successful school career.<br />
What is exciting and innovative about primano is the<br />
combination of the programme of house visits, focusing on<br />
educationally disadvantaged families, with the educational<br />
modules for playgroup and kindergarten children, and with<br />
a networking scenario. The two latter elements of the programme<br />
build on known and existing structures. This intervention<br />
over three levels, with the integration of parents<br />
and multidisciplinary support both from the administrative<br />
authorities and from those institutions involved from outside<br />
the public authorities, mean that the continuity and<br />
sustainability of education can be achieved.<br />
What are the requirements for a successful start in<br />
school and healthy development in young people?<br />
The most important factor for ensuring a successful start<br />
in school is being in possession of well-developed basic<br />
skills, perseverance, conscientiousness, self-confidence,<br />
social adjustment and assertiveness, and linguistic ability.<br />
The early education programme takes these requirements<br />
into account. It is important for the overall development of<br />
children and young people that the children feel that they<br />
are accepted and supported both by their parents and by<br />
other reference persons (such as teachers, for example)<br />
and that both family and school environments are able to<br />
recognize and fully develop their potential.
What is the role of parental involvement and what<br />
experiences have you had in this area?<br />
Major importance is placed on parental involvement in<br />
primano. The aim of the project is both to make them<br />
realize the importance of their role in the education and<br />
support of their child and to teach them how to carry out<br />
this role. Attendance figures for parents in primano are<br />
relatively high, which speaks for the motivation of the<br />
young parents. The educational skills and self-confidence<br />
they acquire from their participation will also affect their<br />
perception of their supportive function during their child’s<br />
time at school.<br />
What changes might we see in society, or, to rephrase<br />
it, how will children, parents and society benefit if the<br />
youngest members of society are given this specific<br />
support?<br />
Support of the youngest children is an investment in the<br />
future that will generate high returns from the educational<br />
input and reduce the consequences for society of<br />
missed opportunities to combat poverty. The children<br />
have better chances in their education and for their<br />
future. And integration of the parents also takes place in<br />
some part via their better-integrated children and their<br />
increased self-confidence as a result of the educational<br />
success, with this self-confidence providing fundamental<br />
encouragement for their willingness to become involved.<br />
Ms Olibet, will you give us a brief overview of the<br />
debate on early education in Switzerland?<br />
Switzerland has only just stopped playing “Sleeping<br />
Beauty” as regards early education. Awareness is slowly<br />
growing that, without help, not all parents are able to provide<br />
the adequate level of support for their pre-school<br />
child. A large number of pilot projects are currently<br />
emerging, particularly at the community level, but the<br />
approaches are not yet systematic. One good thing about<br />
our country is that, in many places, it is possible to call<br />
on existing structures, in the form of playgroups and daycare<br />
facilities, parent advice centres and mothers’ support<br />
centres, and there is no doubt that this greatly facilitates<br />
the construction of educationally oriented support for<br />
families and their children. The national and cantonal<br />
governments are also gradually becoming involved in the<br />
discussion and taking on initial tasks in the field of coordination<br />
and the provision of information.<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> is working with the German<br />
Children and Youth <strong>Foundation</strong> on the project<br />
Lifeworld School, supporting the pooling of local players<br />
in the field of education. The aim is to move away<br />
from competences and towards responsibilities, with<br />
the focus on the child and young person. How important<br />
is this aspect in the context of integration and<br />
equality of opportunity for children from educationally<br />
disadvantaged parental homes where a foreign language<br />
is the native tongue?<br />
The pooling of all those involved supports low-threshold<br />
access to what is on offer and facilitates movement on<br />
the basis of age from one stage of education to the next<br />
offering. Since motivated people who are part of a network<br />
will also feel responsible for continuing the efforts<br />
they have made so far, fewer children will fall through the<br />
net as a result of their parents being disadvantaged in<br />
terms of providing support for education.<br />
45
46<br />
Children’s intellectual powers, linguistic ability and<br />
motor skills develop extremely quickly. Growing up in<br />
a supportive and stimulating environment plays a major<br />
role in this context. But early education is also a matter<br />
of cost …<br />
As I said earlier, early education measures are an investment<br />
in the future of our children. Future financing from<br />
public funds will depend on the extent to which the world<br />
of politics can be persuaded of the positive effect on children’s<br />
chances when they start school and of the economic<br />
benefits of early education. Since the savings on<br />
consequential costs have not yet been proved and since<br />
resources are still scarce, it is important to test measures<br />
against target group-specific or general requirements. In<br />
Bern, this combination of resource allocation has been<br />
successful: on the one hand, the programme of house<br />
visits is specifically utilized for the weakest families, and,<br />
on the other, existing structures are enhanced in terms of<br />
early education for the benefit of the whole population.<br />
What are your conclusions and objectives in the field of<br />
education in early childhood?<br />
Early education is both the best and also the most economical<br />
input that we can make in our support of lifelong<br />
learning and of the well-being of society. My aims are<br />
therefore to achieve large-scale expansion of the structures<br />
and networking needed for this and to give everyone<br />
involved an awareness of early education as a normal<br />
part of everyday family life. I will also do everything<br />
I can to acquire strong support for the topic at national<br />
and cantonal level.
48<br />
KEY ACTIVITY AREA INTERVENTION AND APPLICATION<br />
Basic IT-Certificate<br />
It is to young people in particular, who have fewer chances on the employment market<br />
owing to their educational background that the <strong>Jacobs</strong> <strong>Foundation</strong> would like to<br />
offer an opportunity to find their way and to integrate themselves into society. In collaboration<br />
with the WISS <strong>Foundation</strong>, which has been training young people on<br />
a four-year ICT course since 1998, the <strong>Foundation</strong> – within the framework of a pilot<br />
project - enables those taking part to complete a training course to become an ICT<br />
assistant and to gain a federal vocational certificate.<br />
The two-year certified training course has been in place for a number of years now<br />
in Switzerland, although not for ICT. This job profile had to be defined initially.<br />
Accordingly, the necessary fundamental basis and curricula were drawn up for the<br />
Federal Office for Professional Education and Technology (OPET), which were<br />
approved, and the respective cantonal authorizations entitling the WISS <strong>Foundation</strong><br />
to run training courses were prepared. On 27 August 2007, 16 young men and four<br />
young women embarked on the two-year training course.<br />
Developing a new vocational course is a challenging process and one which poses<br />
a whole host of questions: is the prepared content suitable for the level of the students<br />
or is it too demanding? Will there be problems with discipline? How much<br />
support and guidance will they need? These and other similar issues not only preoccupied<br />
the project managers at the outset, but they also try to improve the pilot<br />
project on an ongoing basis.<br />
Searching for a suitable practical work placement represented a particular challenge<br />
for all of the students. The job was unknown and often had to be explained<br />
to the employers first. Nevertheless, time and again the project to offer young people<br />
the opportunity to gain an education was met with a great deal of openness and<br />
commitment. To their immense delight, all of the participants quickly found a work<br />
placement. The majority of employers were extremely satisfied with the students’<br />
work and their conduct.<br />
The final semester of the pilot project will commence in February 2009. The experiences<br />
show that people respond positively to the vocation of a federally certified<br />
ICT Assistant. For young people, this profession provides them with a good opportunity<br />
of entering the world of work and a chance to integrate in society.<br />
Project Informatikpraktiker<br />
Partner Organization<br />
Stiftung WISS<br />
René Balzano<br />
CEO WISS<br />
Arthur Benz<br />
Head Master<br />
Thomas Fahrni<br />
Head Teacher<br />
Candidus Waldispühl<br />
Project Manager<br />
Christoph Thomann<br />
Federal Commission<br />
ICT Assistants
Project Jiva<br />
Partner Organization<br />
Promise <strong>Foundation</strong><br />
Gideon Arulmani<br />
Project coordination<br />
Jiva – Career counselling and livelihood planning in India<br />
India has one of the largest manpower pools in the world. Until now, however, hardly<br />
any effort has gone into developing a model for career counselling suited to the<br />
needs of young people. In response to this situation, the Promise <strong>Foundation</strong> has<br />
designed the JIVA project to be implemented in different phases, with the intention<br />
of bringing livelihood planning and career counselling into the national mainstream.<br />
The goal of the Jiva Project supported by the <strong>Jacobs</strong> <strong>Foundation</strong> is to help individuals<br />
reach prosperity by maximizing their personal potential and simultaneously<br />
contributing to society. This is achieved by developing culturally rooted mechanisms<br />
to aid this process.<br />
Jiva means ‘life’ in most of the Indian languages, since a healthy career is connected<br />
to life. The project promotes some basic values in this context, for instance that<br />
the individual and the world of work are both constantly changing. Therefore Jiva<br />
helps the young person learn to use what is constant about oneself to deal with the<br />
shifting world of work.<br />
On the basis of a national survey conducted in twelve different parts of India, in<br />
eight different languages with 10,000 young Indians, the content of career counselling<br />
profiles and action points for the establishment of career resource centres<br />
were formulated. The implementation of the project includes:<br />
• Master Career Counsellor Trainers (MCCTs): eight individuals are going through<br />
an M.Phil degree in Career Counselling and Livelihood Planning.<br />
• Career counselling resources: a collection of career counselling material has<br />
been developed and packaged into the Jiva Kit.<br />
• Careers Facilitators: Jiva MCCTs conduct certificate courses in Basic Skills for<br />
Career Counselling training Careers Facilitators to use the Jiva Kit to establish<br />
Career Resource Centres in different parts of India.<br />
Since advocacy and policy action, through membership in policy advice networks,<br />
publications and conferences are part of the project, Jiva has already attracted high<br />
interest. The project will culminate in 2010, with the Jiva Conference that will for<br />
the first time bring counsellors from more than 100 countries to India, to share and<br />
learn.<br />
49
50<br />
KEY ACTIVITY AREA INTERVENTION AND APPLICATION<br />
Hope – Having opportunities for peace and employment<br />
El Salvador is a country with huge socio-economic differences, a growing private<br />
sector, a young population and one of the highest rates of social violence in the<br />
whole continent. By improving the educational and vocational opportunities of marginalized<br />
youth, the above-mentioned challenges can effectively be tackled. This is<br />
where the Hope Project, which was launched in <strong>2008</strong>, comes in. The project is<br />
being implemented by the Pestalozzi Children’s <strong>Foundation</strong> (PCF) in cooperation<br />
with the local partner organizations Fundación Salvador del mundo (Fusalmo) and<br />
Ágape in alliance with INSAFORP (El Salvadorian institute for vocational education)<br />
and Swisscontact.<br />
On the one hand, the project is designed to support young people in developing<br />
individual and social skills and to adopt a calm and peaceful attitude in relation to<br />
their surroundings, as well as to prepare them professionally to be able to carry out<br />
activities which will generate income. On the other hand, HOPE aims to develop<br />
a long-term educational model adapted to the specific needs of the three different<br />
target groups. At the heart of the project are secundary and high-school students<br />
in suburban areas, out-of-school youth in suburban areas and out-of-school youth<br />
in rural areas.<br />
Hope operates within difficult framework conditions. Some of those taking part in<br />
the project are members of criminal gangs, which leads to instances of fellow students<br />
being intimidated and blackmailed. In addition to having to live in fear, these<br />
students are exposed to the constant risk of getting mixed up in drug and arms<br />
dealing. In some cases, death threats have forced certain students to stop attending<br />
school.<br />
Another reason for dropping out of school or irregular attendance is the rise in fuel<br />
and food prices. In <strong>2008</strong>, this situation was exacerbated for many families; many<br />
students were unable to attend school regularly as there was a lack of money for<br />
transport and food.
Project Hope<br />
Partner Organization<br />
Pestalozzi Children <strong>Foundation</strong><br />
Sandro Guilliani (until July <strong>2008</strong>),<br />
Marlen Rutz<br />
Project coordinator<br />
Local Partners<br />
Asociación Agape de El Salvador<br />
(Fusalmo) Ágape<br />
INSAFORP (El Salvadorian institute<br />
for vocational education)<br />
Swisscontact<br />
In the first project year <strong>2008</strong>, the Steering Committee, comprising the project coordinators<br />
from the three lead organizations (PCF, Agape, Fusalmo), was set up.<br />
Regular exchange within the steering committee has resulted in all of the organizations<br />
involved in the project being able to learn from one another and exchange and<br />
use their own different knowledge. Fusalmo, for example, benefited from the experiences<br />
of Agape in working together with employers and integrating young people<br />
into the local employment market. Agape in turn is profiting from Fusalmo’s knowledge<br />
in the field of “career guidance.” In this respect, psychological tests, individual<br />
support and group work are all used to help young people when they are choosing<br />
a profession and to prepare them for the world of work.<br />
According to statements made by employers, the young people from the Hope<br />
project are more self-aware and emotionally balanced than their peers and are more<br />
capable of dealing with conflict. Developing these personal and social skills not only<br />
forms the content for Culture of Peace, a key subject component of the project, but<br />
is also the very objective of this concept. In <strong>2008</strong>, drawing up new curricula for this<br />
subject was driven forward intensively: grades 4–6 and 7–9, Bachelor students and<br />
out-of-school youth will be working with these new curricula from 2009 onwards.<br />
51
52<br />
PORTRAIT<br />
Banessa Isabel López Rivera<br />
My name is Banessa Isabel López Rivera and I am 18<br />
years old. I come from El Salvador and live in the Los<br />
Santos district of Soyapango. Over the last few years,<br />
this city has become one of the most dangerous in the<br />
whole of El Salvador. I live with my parents, my brothers<br />
and sisters and a nephew.<br />
<strong>2008</strong> was a very important year for me as I began to<br />
take part in the Hope project, which means that I am<br />
regularly attending English and computer classes. In<br />
October, I will finish my Bachelor course where I am<br />
specializing in accounting. I try really hard in class. In<br />
the national PAES examination, which is held every<br />
year for all students, I achieved nine out of a possible<br />
ten points.<br />
I view the challenges which my life faces as a constant<br />
test of my abilities. My parents are now separating and<br />
I am having to learn to see this as a challenge and to continue<br />
with my life as best I can, even after these painful<br />
and difficult experiences. Things are very bad for my<br />
mother – she does not have a job as she has spent her<br />
whole life at home with us children. Now she has to support<br />
my sister Carla, my nephew José and me. Together<br />
we will try to overcome this difficult situation. However,<br />
the situation has meant that we are now closer as a family<br />
and are supporting one another more.<br />
I still dream of going to university and studying computer<br />
science (Ingeniería en Ciencias de la Computación),<br />
although it is extremely difficult to complete a course like<br />
this without any money. But I am looking for a job and<br />
hope that my efforts will see me get a grant and I’ll therefore<br />
be able to achieve the most important goal in my life,<br />
namely to gain a university degree with which I can earn<br />
money to support my mother and brothers and sisters.<br />
Hope is very important for me. The computer and English<br />
classes are an important basis of the course which<br />
I would like to do. The things I am learning now can already<br />
be of help to my neighbours, for instance, by me teaching<br />
English to those who would like to learn or by solving<br />
computer problems and showing them how they can do<br />
this themselves. I can also imagine myself opening and<br />
running an Internet café. My neighbours would then not<br />
have to go as far to use the Internet or to do any of their<br />
homework for which they need a computer.<br />
I am learning a lot through Hope. My teachers and the<br />
person responsible for putting employers and young people<br />
in contact with one another are trying to provide us<br />
with employment opportunities. They are preparing us for<br />
finding a job and keeping it, even under difficult circumstances.<br />
At the same time, they inform us of opportunities<br />
and measures which could help us to gain a grant.
KEY ACTIVITY AREA<br />
DIALOGUE AND NETWORK BUILDING
<strong>Jacobs</strong> <strong>Foundation</strong> Forum on the<br />
role of the University between school<br />
and labour market<br />
Fostering the discussion of key<br />
topics in the field of Productive<br />
Youth Development<br />
<strong>Jacobs</strong> <strong>Foundation</strong> Forum on early<br />
childhood education<br />
INTRODUCTION<br />
Fostering the development of new ideas and shaping public policies is a major challenge<br />
for foundations and needs first of all strong expert networks and adequate<br />
platforms to share knowledge and ideas. Preparing the ground by defining problems<br />
and challenges and bringing key questions and demands to the public discussion is<br />
what the <strong>Jacobs</strong> <strong>Foundation</strong> strives to do in its third key activity area “Dialogue and<br />
Network Building.” We wish to enrich the discussions with our reflections on successes<br />
and failures, and encourage stakeholders to discuss new approaches in the<br />
field of Productive Youth Development.<br />
Since interdisciplinary research and science is being supported by the <strong>Foundation</strong>,<br />
to serve as the basis for the development and application of sustainable and concrete<br />
interventions, the gap between the different disciplines, between theory and<br />
practice needs to be bridged and awareness of the challenges, problems and<br />
opportunities in supporting young people has to be created.<br />
In all our activities the <strong>Foundation</strong> focuses on supporting and encouraging young<br />
people from an early age to learn, to get a good education, and on helping them<br />
manage their transition from school to work. This specifically means supporting<br />
equal chances for young people, reducing social barriers and integrating less privileged<br />
youngsters. Together with the improvement of institutional contexts of learning,<br />
these are the most important challenges in educational policy.<br />
As a foundation we find that sharing our own experiences and broadening our<br />
knowledge about young generations and their living and learning conditions is fundamental<br />
for our work. Following new paths and letting positive results motivate us<br />
for meaningful change is part of our understanding of creating dialogue and fostering<br />
networks. The following examples show what a successful platform can look<br />
like.<br />
In <strong>2008</strong> the <strong>Jacobs</strong> <strong>Foundation</strong> Forum was launched for the first time. By initiating<br />
a Forum we wish to cast a light on topics in which our expertise has been demonstrated.<br />
We try to optimize our work and hope to provide important impulses in the<br />
debate on Productive Youth Development.<br />
55
56<br />
KEY ACTIVITY AREA DIALOGUE AND NETWORK BUILDING<br />
In context with the University of Zurich’s 175 th anniversary, the <strong>Jacobs</strong> <strong>Foundation</strong><br />
brought four key actors in the field of education, economics, politics and academic<br />
life to discuss the general role of the university between school and labour market.<br />
The panel discussion took place at the ETH University in Zurich on 31 March. The<br />
launch of this first Forum had been accompanied by a broad public campaign, in<br />
which the <strong>Jacobs</strong> <strong>Foundation</strong> congratulated the University of Zurich and showed<br />
various research projects supported by the <strong>Foundation</strong>, which represent important<br />
examples of cutting-edge research.<br />
Another <strong>Jacobs</strong> <strong>Foundation</strong> Forum dealt with early childhood education in Switzerland<br />
and brought key actors in this field together on 26 November to discuss the<br />
latest scientific findings and interesting new approaches in early childhood development.<br />
Moreover, we are delighted to include in this annual report a guest column by<br />
Pascal Couchepin, President of the Swiss Confederation in <strong>2008</strong> and in charge of<br />
the Federal Department of Home Affairs (Social Affairs, Health and Education), who<br />
talks about the relationship between politics and youth.<br />
At the 5 th All-day School Congress of the German Children and Youth <strong>Foundation</strong><br />
on 12–13 September <strong>2008</strong> in Berlin, protagonists from diverse fields of action<br />
came together to exchange experiences. This year’s theme was “participation.”<br />
Discussions focused on ways of getting diverse stakeholders involved in the creation<br />
of all-day teaching and learning arrangements. The theme was chosen to draw<br />
more attention to a key characteristic of good all-day schooling practice. Ongoing<br />
and long-term participation of everybody directly involved, after all, increases both<br />
the effectiveness and the acceptance of all-day schools and also helps create a<br />
constructive school culture. Furthermore, participation can be an important engine<br />
driving successful school development.
Furthermore, representatives from the four model communities in the Lifeworld<br />
School programme used the opportunity for exchanging ideas at the congress,<br />
triggering discussions on the idea of providing individualized educational support<br />
to children at the transition from day care to elementary school.<br />
After a day of intensive work in forums, workshops and roundtable discussions,<br />
almost all congress participants embraced the opportunity for informal exchange at<br />
an evening reception by the <strong>Jacobs</strong> <strong>Foundation</strong>.<br />
An important step to exchanging topic-specific information and experiences is the<br />
active dialogue with other foundations. This is why the <strong>Jacobs</strong> <strong>Foundation</strong> is active<br />
in the Association of Swiss Grantmaking <strong>Foundation</strong>s, where Dr. Bernd Ebersold is<br />
supervising the working group “Education, Research and Innovation.”<br />
57
58<br />
GUEST COLUMN Extreme political currents and regimes have often seen<br />
young people as a means of bringing about social change<br />
in their image. “Wer die Jugend hat, hat die Zukunft”<br />
(Who holds youth, holds the future). Totalitarian regimes<br />
took this saying seriously and applied it in their policies.<br />
Young people were recruited and abused for political<br />
ends.<br />
Pascal Couchepin, Swiss Federal Councillor and Head of the Federal<br />
Department of Home Affairs<br />
Politics and youth<br />
The relationship of young people and adults, between<br />
‘youth’ and the State and society has always been<br />
ambivalent. Young people are seen as a symbol of<br />
hope for a better future, as a threat to society, but also<br />
as an ideal.<br />
Left-wing and right-wing ideologies have repeatedly<br />
sought to win over and instrumentalise young people.<br />
All too often they serve up simple solutions to complex<br />
problems, which often appeal to young people.<br />
Totalitarian regimes have implemented their ideologies<br />
in this way with devastating results.<br />
But young people have also always sought attention by<br />
questioning the prevailing order and propagating new values.<br />
The “Wandervogel” (youth) movement sought to do<br />
this in Germany at the beginning of the 20 th century and<br />
young people challenged Communist rulers in Hungary in<br />
1956 and during the Prague Spring in 1968. In <strong>2008</strong>, the<br />
protest movement of 1968, which involved various political<br />
currents, was covered by the media in numerous western<br />
countries.<br />
This brief retrospective shows that there are certain tensions<br />
in terms of children’s and youth policy. The broad<br />
aims of children’s and youth policy are relatively uncontested:<br />
to protect children and young people from influences<br />
that could harm the development of their personality,<br />
to accompany children and young people as they grow<br />
up, to encourage their innovativeness, independence and<br />
involvement in society and the recognition of young people<br />
as individuals.<br />
However, these needs also throw up a number of issues:<br />
Where do we draw the line between protecting young<br />
people and stifling them? How can children and young<br />
people be looked after without being recruited or misused<br />
for political ends? Where should and indeed must society<br />
draw a line in terms of young people’s independence?<br />
These issues have long been the subject of academic<br />
debate among educationalists, psychologists and sociologists.<br />
Thoughts on the role of peers, on the closeness and<br />
distance between young people and adults, on the role of
young people as a motor of social development are varied<br />
and reflect the ambivalence that rightly exists in the relationship<br />
of adults to children and young people.<br />
A liberal social policy is defined by certain basic characteristics:<br />
it basically assumes the self-responsibility of its<br />
members, ensures the greatest possible scope for all,<br />
respects different ways of life and lifestyles and places<br />
emphasis on solidarity with the weak, firstly in a private<br />
context and – should this prove insufficient – as part of a<br />
state safety net. They demonstrate great respect for the<br />
personality of each individual in society.<br />
But what does that mean in terms of children’s and youth<br />
policy? In answering this question, it is accepted that children<br />
and young people are in the process of developing<br />
and progressively find and take up their place in society.<br />
Respect for the personality of children and young people<br />
is therefore not expressed in accepting everything they<br />
do. Instead respect for their personality implies allowing<br />
everybody’s personality the opportunity to evolve over the<br />
course of their development. The emphasis is therefore<br />
not on the short term opinions and wishes of children and<br />
young people, but on their long term development on the<br />
path to becoming free individuals.<br />
A liberal children’s and youth policy therefore involves the<br />
protection of children and young people – if necessary by<br />
forbidding certain things – especially where the young<br />
people’s development needs to be protected from certain<br />
influences that could prejudice their development. It also<br />
involves the encouragement of young people; through<br />
education policy – which has long been a priority of liberal<br />
policy – and through the possibility of exercising social<br />
and societal responsibility, and by offering appropriately<br />
adapted areas of learning.<br />
But a liberal children’s’ and youth policy must also involve<br />
the setting of limits – particularly then when children and<br />
young people jeopardise their own long term development<br />
or that of others. Respect for the personality of a child or<br />
young person also means taking them seriously. That<br />
means that dialogue is important and needs to be nurtured<br />
– even when the wishes and demands of the child<br />
cannot be satisfied or satisfied only in part.<br />
A liberal children’s and youth policy knows its limits and<br />
indeed sets such limits. Children and young people grow<br />
up in a certain environment – family, neighbourhood,<br />
school, peers – which influences them to varying degrees.<br />
The essence of a liberal understanding of the State is that<br />
the State exercises great restraint in involving itself in<br />
these matters.<br />
Children’s and youth policy must therefore not serve to<br />
allow excessive interference in these areas. That is what<br />
totalitarian States do – with disastrous effects for citizens,<br />
and in particular for children and young people who are<br />
instrumentalised for political ends.<br />
Equally, there should be no illusion that children’s and<br />
youth policy can or should assume responsibility for all<br />
(undesirable) developments and problems. The State can<br />
and should, however, offer its assistance when those<br />
involved in raising children – parents, teachers, head<br />
teachers etc. – seek support in finding solutions to specific<br />
problems.<br />
59
60<br />
KEY ACTIVITY AREA DIALOGUE AND NETWORK BUILDING<br />
<strong>Jacobs</strong> <strong>Foundation</strong> Forum<br />
„The University between school and labour market. How can<br />
learning transitions be successfully managed?”, 31 March <strong>2008</strong><br />
International labour markets place high expectations on young academics. Optimal<br />
preparation to enter the working world is a key aspect in this context and is related<br />
to the debate about the role of the university. The panel discussion “The university<br />
between school and labour market. How can learning transitions be successfully<br />
managed?,” initiated by the <strong>Jacobs</strong> <strong>Foundation</strong>, took place on 31 March at the ETH<br />
Zurich.<br />
The debate hosted by Roger de Weck was opened with a short speech by Hans<br />
Weder, President of the University of Zurich (UZH), and Ralph Eichel, President of<br />
the ETH Zurich, followed by welcoming remarks by Joh. Christian <strong>Jacobs</strong>. The<br />
<strong>Jacobs</strong> <strong>Foundation</strong> Forum was taken as an opportunity to emphasize the good<br />
cooperation between the two universities.<br />
The participants of the debate concentrated on the university’s role as an educational<br />
institution. The question was raised whether the university can meet the<br />
expectations of society and the economy and meet the future demands in this context.<br />
Does the university today prepare students for the complex problems of a fastchanging<br />
world in the best way possible? How should the transition between school<br />
and university and from university to work be successfully managed? These were<br />
some of the key questions that evening.<br />
Rolf Dörig, Group CEO of the Swiss Life Group, regarded the university’s role as<br />
clearly linked to the transition to the working world. He emphasized the importance<br />
of being exposed to work practice during studies, referring to his own experiences.<br />
Jürgen Oelkers, Professor for Pedagogics at UZH, said that social, methodological<br />
and language skills have gained more importance at universities over the last years.<br />
Nevertheless, he warned that soft skills should not be taught at the expense of the<br />
students’ scientific expertise.<br />
Joachim Treusch agreed on this but he stressed from his experience as President<br />
of the <strong>Jacobs</strong> University that students are far more resilient than is assumed. “In the<br />
scientific field students do not show less but rather more achievement when they<br />
are required to also train their interdisciplinary competencies,” he added.
Talking about the prerequisites to enter a university, Pascale Bruderer, Vice<br />
President of the Swiss National Council, commended the Swiss education system<br />
consisting of the apprenticeship system and higher education. Providing equal<br />
opportunities for young people, especially from disadvantaged families, to enter university<br />
was very important to her.<br />
“Investing early to avoid repairing later? A debate about early<br />
childhood education in Switzerland,” 26 November <strong>2008</strong><br />
Arguments in favour of early childhood educations are various. While once emphasis<br />
was put on the care of children, now the debate focuses more on fostering learning<br />
competence and other meta competencies. Attention is being paid to early<br />
learning processes and to an adequate intensification of infantile competencies.<br />
The debate about “Investing early to avoid repairing later?” focused on early childhood<br />
education with a special reference to Switzerland. Participants talked about<br />
the pre-school stage of development and the latest scientific findings about early<br />
education. Practical experiences in early education as well as the aspect of optional<br />
versus obligatory intervention programmes in Switzerland were discussed in this<br />
context.<br />
The experienced paediatrician Dr. Herbert Suter gave an insight into his everyday<br />
working life and spoke out against excessive pressure. He is in favour of supporting<br />
individual development that is adapted to suit the abilities and talents of each<br />
particular child. He argued decisively against standardized “training” for young children<br />
and above all against treatments aimed at overcoming a growing number of<br />
inadequacies. In Suter’s opinion: “For those children who really are lacking something,<br />
the lack is often to be found not in the child itself but in its environment and<br />
in an unwillingness to let the child develop by itself. Every child wants to learn, but<br />
they must be helped as much as possible to do so.”<br />
As Professor of Educational Science specializing in socialization and human development<br />
at the University of Fribourg, Prof. Margrit Stamm focused in the debate<br />
particularly on children at risk, especially those with an immigrant background. They<br />
should be able to receive high-quality nursery care. She said that the differences<br />
between the various cantons, in the services available and the quality of early childhood<br />
care, are immense, with only Zurich and Basel City offering comprehensive<br />
services, although there are many good individual projects. Compared with other<br />
OECD countries, however, Switzerland’s investment in early learning is merely aver-<br />
61
age. The study led by Prof. Stamm on early learning in Switzerland, funded by the<br />
<strong>Jacobs</strong> <strong>Foundation</strong> among others, hopes to indicate a way of providing better early<br />
learning, care and education that are specifically appropriate for Switzerland. “It’s<br />
important to invest not just once but continuously. The quality of care outside the<br />
family in pre-school institutions plays a very important role, as does the standard of<br />
qualification of the staff. In order to guarantee equality of opportunity, the at-risk<br />
children from disadvantaged backgrounds should be helped quite specifically. They<br />
have to be given support at an early stage and also when they are preparing for<br />
school. Parents should be involved in a balanced and appropriate manner,” says<br />
Margrit Stamm.<br />
Thomas Kessler, spokesman for migration and integration issues in the canton of<br />
Basel City, also claimed that the general public and politicians were only persuaded<br />
by the incontrovertible economic arguments for early learning and education – estimates<br />
of the ratio between costs and savings range from 1 to 7 to 1 to 25. “That is<br />
why here in Basel we invest a great deal in early-years support. We want to give the<br />
children freedom and prospects and also cut costs. Because children who are not<br />
reached early enough cost a great deal of money and suffer a great deal too.” These<br />
figures, said Kessler, were what persuaded the decision-makers in Basel.<br />
Jacqueline Fehr, member of the National Council representing the canton of<br />
Zurich, spoke out explicitly in favour of early learning education. She said every child<br />
follows its own development path, but there must be a central theme to guide it.<br />
What was especially important was to support and increase the competence of the<br />
parents, and also to improve the quality of nurseries. Awareness of the need for this<br />
among the general public still had to be raised. Here, educational foundations could<br />
be called upon to demonstrate in the form of written evidence what “early learning”<br />
can achieve, by means of concrete examples. “What Switzerland needs is an education<br />
plan for early-years development, a clear specification of what is meant by<br />
‘education’ in the context of young children. Also a clear statement of what children<br />
have a right to expect in the first four or five years of their lives, what their environment<br />
should be like, what competences the adults dealing with children should have<br />
and what services should be made available to children,” said Jacqueline Fehr.<br />
The lively debate between the speakers on the platform and the visitors continued<br />
over the drinks reception that followed.<br />
63
64<br />
KEY ACTIVITY AREA DIALOGUE AND NETWORK BUILDING<br />
Learning For Life<br />
Congress For Child And Youth Promotion,<br />
Engelberg, 14 to 17 July <strong>2008</strong><br />
A Congress for Child and Youth Promotion – a forum for fieldworkers, scientists and<br />
authorities organized by Infoklick. Kinder und Jugendförderung Schweiz, was held<br />
from 14 to 17 July at Engelberg, supported by the <strong>Jacobs</strong> <strong>Foundation</strong> as well as the<br />
AVINA <strong>Foundation</strong> and Mercator <strong>Foundation</strong> Switzerland.<br />
According to the motto “Learning For Life,” the congress focused on non-formal<br />
learning outside the classical forms of education. The Congress offered the approximately<br />
120 participants a wide range of speeches, lectures and workshops, and in<br />
addition to this plenty of opportunity for individual talks between the participants.<br />
Organization<br />
Infoklick.ch<br />
Kinder- und Jugendförderung<br />
Schweiz<br />
Markus Gander<br />
CEO
CHARITABLE ACTIVITIES
CHARITABLE ACTIVITIES<br />
Many of the project proposals the <strong>Jacobs</strong> <strong>Foundation</strong> receives do not correspond<br />
to its strategic objectives or quality standards. Nevertheless, some of them can<br />
make a considerable contribution to improving young people’s lives or the conditions<br />
in which young people develop their potential. Therefore a small budget is<br />
reserved for projects we qualify as “charitable activity”. Generally charity projects<br />
are rather small in size and purely philanthropic. In exceptional cases, the funds can<br />
be used to make small, high-risk investments in a topic or approach which is likely<br />
to be highly innovative and generate new ideas for social interventions.<br />
Chicos de San Ramón<br />
The Estancia de San Ramón lies in Rio Negro, Patagonia, about 35 km from the city<br />
of Bariloche. Just like in many parts of rural Latin America, public schools are in<br />
desolate condition here. Only private schools can provide quality education,<br />
enabling the children to acquire the necessary knowledge and competencies to<br />
make a better living for themselves and their families. Very few families can afford<br />
to send their children to private schools, and awareness of the importance of education<br />
for the future of their children is very low amongst poor families. This is also<br />
the case with most of the workers on the Estancia de San Ramón.<br />
For this reason, the Gsell Fund together with the <strong>Jacobs</strong> <strong>Foundation</strong> developed the<br />
Chicos de San Ramón project. The project provides access to quality education and<br />
out-of-school activities for the children of the workers of the Estancia. It includes<br />
the coverage of school and university fees, school material, transport, private<br />
lessons for children who have difficulties in certain subjects, personal assistance to<br />
those in need, life skills education including health issues, artistic activities, access<br />
to a computer lab, as well as support for the parents. Since the beginning of <strong>2008</strong><br />
the project has been managed by the Fundación Gente Nueva.<br />
67
Racing to school<br />
In 2001, the British Horseracing Education and Standards Trust (BHEST) developed<br />
an education programme, Racing to School, with the aim of opening the sport<br />
of horseracing to a new, young audience and supporting and enhancing their education<br />
through the use of exciting and informative educational activities based on<br />
the National Curriculum.<br />
With the support of the <strong>Jacobs</strong> <strong>Foundation</strong>, a project was launched in <strong>2008</strong> to<br />
enable more pupils from inner city areas and disadvantaged backgrounds to participate<br />
in the programme. The impact of the programme on this particular group has<br />
been considerable in supporting the learning process as well as in developing social<br />
skills, improving confidence and increasing motivation.<br />
The programme focuses on bringing lessons to life by giving pupils the opportunity<br />
to learn outside the classroom and experience the practical application of their<br />
school subjects. The day’s activities take place at a racecourse and can address<br />
a number of curriculum areas including numeracy, literacy, science, business studies<br />
and technology.<br />
Activities are designed to be active and visually stimulating. For example, during<br />
a visit to the Weighing Room pupils stand on the scales and try on jockeys’ equipment<br />
in order to learn about weights and measures, and to work out the effects of weight<br />
upon speed. They consider a jockey’s diet and how calorie intake affects weight and<br />
health, and design diet sheets for various calorie intakes. An investigation into the<br />
shapes, colours and designs on the jockeys’ racing silks is always popular, and the<br />
younger pupils in particular enjoy creating their own colourful and imaginative<br />
designs following the rules of symmetry. All pupils are provided with a workbook of<br />
activities for use on the day, and as a basis for follow-up work back in school.<br />
Watching the horseracing in the afternoon brings together all that the pupils have<br />
learnt and is an exciting end to the day’s activities.<br />
69
THE JOHANN JACOBS MUSEUM
Objectives<br />
It’s all about coffee at the Johann <strong>Jacobs</strong> Museum in Zurich. The cultural history of<br />
coffee is at the centre of attention in this wonderfully atmospheric museum. Its exhibitions<br />
concentrate on cultural, social and political aspects of coffee. With its extensive<br />
collection of paintings, graphic arts, porcelain and silver, it maintains one of the<br />
world’s most important libraries on the cultural history of coffee. The Museum is an<br />
integral part of the <strong>Jacobs</strong> <strong>Foundation</strong> and forges a bridge between the background<br />
of the <strong>Jacobs</strong> family and the origins of the <strong>Foundation</strong>.<br />
Exhibitions<br />
“Coffee: a tale of irresistible temptation” (22 April 2007 to 30 March <strong>2008</strong>)<br />
turned out to be the museum’s most successful exhibition so far.<br />
On 27 April <strong>2008</strong> the exhibition “Genuine coffee? The astounding world of coffee<br />
surrogates” was opened to the public and casts a light on the fascinating world of<br />
coffee surrogates and their circulation. The past 300 years have seen an overwhelming<br />
variety of products employed for this purpose. Past generations tried<br />
roasting practically anything that grew – be it fruit, seed or root – in order to turn it<br />
into coffee: the spectrum ranged from all manner of nuts and cereals, beet and<br />
pulses, to local fruits and once exotic dates and figs, and even to somewhat less<br />
appetising ingredients such as fruit stones, bracken or grass roots. The exhibition is<br />
running until 1 March 2009.<br />
Collection<br />
The extensive restoration of the total inventory of graphics (around 800 objects)<br />
has been completed in <strong>2008</strong>.<br />
In addition, in another large-scale scheme, the process of documenting images of<br />
the entire collection was completed, so that there is now a digital image of every<br />
one of the approximately 3,300 items listed in the collection.<br />
In June, the Johann <strong>Jacobs</strong> Museum acquired an extensive collection of prints. The<br />
approximately 1000 items, dating mainly from the late 19 th century, ideally complement<br />
the existing stock of prints at the Johann <strong>Jacobs</strong> Museum. The new addition<br />
is a high-quality and carefully preserved collection which has grown over a period of<br />
more than 70 years. The theme of the prints, expressed in all kinds of different and<br />
entertaining ways, is the spread of coffee through different social strata and in private<br />
life. Cataloguing these items will take until well into 2009.<br />
71
A silver coffee service from the Bremen silversmiths’ workshops, dating from the<br />
1920s, has also been added to the collection.<br />
Events<br />
This year’s Long Night of the Museums on 6 September had the theme of “Out of<br />
kilter.” As well as going on a dramatised special guided tour of the exhibition of coffee<br />
surrogates with an actor and the museum’s scientific adviser, visitors could also<br />
test themselves in the plum-stone spitting competition or try the adventurous hot<br />
drinks made of coffee surrogates and “genuine” gourmet coffee that had been specially<br />
created in the coffee bar for the Long Night of the Museums. The weather<br />
was also really out of kilter, but despite the incessant rain, the Johann <strong>Jacobs</strong><br />
Museum welcomed 1,065 visitors.<br />
On 26 September, the first “Day of Coffee” was held in Switzerland, co-sponsored<br />
by the Johann <strong>Jacobs</strong> Museum and involving over 250 events all over Switzerland.<br />
A small special exhibition of artefacts from the library of the Johann <strong>Jacobs</strong><br />
Museum used some of the earliest historical sources to tell the story of the discovery<br />
of coffee and how it became established in Europe.<br />
73
74<br />
JACOBS FOUNDATION GOVERNANCE STRUCTURE
BOARD OF TRUSTEES<br />
Dr. Joh. Christian <strong>Jacobs</strong>, White & Case,<br />
Attorneys at Law, Partner, Chairman<br />
Dr. Joh. Christian <strong>Jacobs</strong> joined the Board of the <strong>Jacobs</strong> <strong>Foundation</strong> in 1995 and<br />
was appointed Chairman of the Board in 2004. He is a partner at the law firm White<br />
& Case, a global law firm that advises national and international entrepreneuers<br />
and enterprises on Mergers & Acquisitions, structuring of companies with regard to<br />
corporate and tax law issues.<br />
Lavinia <strong>Jacobs</strong>, Member<br />
Since April 2007 Lavinia <strong>Jacobs</strong> has been a member of the <strong>Jacobs</strong> <strong>Foundation</strong>’s<br />
Board of Trustees. She was an auditor for civil and criminal law at the district court<br />
in Hinwil until July 2007. Before that she worked at the law firm Prager Dreifuss in<br />
Zurich. She finished her Law studies at the University of Basel in 2005.<br />
Prof. Dr. Dr. h. c. mult. Jürgen Baumert,<br />
Director, Max Planck Institute for Human Development, Member<br />
Jürgen Baumert joined the <strong>Jacobs</strong> <strong>Foundation</strong> Board of Trustees in February 2005.<br />
He is Director and Scientific Member at the Max Planck Institute for Human<br />
Development, Professor of Education at the Humboldt University and the Free<br />
University of Berlin, and until June <strong>2008</strong> Vice President of the Max Planck Society.<br />
75
76<br />
JACOBS FOUNDATION GOVERNANCE STRUCTURE<br />
Prof. Dr. Ernst Buschor, Member<br />
Ernst Buschor has been a member of the <strong>Jacobs</strong> <strong>Foundation</strong>’s Board of Trustees<br />
since March 2003. He has been Vice President of the Board of the Swiss Federal<br />
Institutes of Technology (ETH) since 2004. From 1999 to 2003 he was a Member<br />
of the Government of the Canton of Zurich (head of the Departments of Health and<br />
Education).<br />
Flavio Cotti, former Federal Councillor, Member<br />
Flavio Cotti joined the <strong>Jacobs</strong> <strong>Foundation</strong> Board in October 1999. He was President<br />
of the Swiss Confederation in 1991 and 1998. He was elected to the Federal<br />
Council of Switzerland in 1986. During his time in office he was Head of the Federal<br />
Department of Home Affairs and then Head of the Federal Department of Foreign<br />
Affairs. Previously, he was member of the Cantonal Parliament of Ticino and Head<br />
of the Cantonal Department of Home Affairs, Economic Affairs, Justice and Military<br />
Matters.
Prof. Dr. Eduardo Missoni,<br />
Bocconi University Management School Milan, Member<br />
Eduardo Missoni has been a member of the <strong>Jacobs</strong> <strong>Foundation</strong>’s Board of Trustees<br />
since February 2005. He is Professor in Global Strategies for Health at the Bocconi<br />
University Management School in Milan, where he is also involved in studies on<br />
Development Cooperation. Till <strong>2008</strong> he was Secretary General of the World Organisation<br />
of the Scout Movement. For 16 years he was responsible for the Italian<br />
government’s health cooperation programmes in Latin America and sub-Saharan<br />
Africa.<br />
Prof. Marta Tienda, PhD Princeton University, Member<br />
Marta Tienda joined the <strong>Jacobs</strong> <strong>Foundation</strong>’s Board of Trustees in October 1999.<br />
She is “Maurice P. During ‘22” Professor of Demographic Studies and Professor of<br />
Sociology and Public Affairs at Princeton University, where she served as director<br />
of the Office of Population Research from 1997 to 2002. Together with Jürgen<br />
Baumert she is editor of the “<strong>Jacobs</strong> Series on Adolescence.”<br />
77
78<br />
JACOBS FOUNDATION GOVERNANCE STRUCTURE<br />
Board of Trustees<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> has a two-tiered governance structure, comprising the<br />
Board of Trustees and the Management.<br />
The Board of Trustees has primary decision-making authority, bears responsibility<br />
for the long-term success of the <strong>Jacobs</strong> <strong>Foundation</strong>, appoints new members by<br />
cooption and elects its own Chair in accordance with the <strong>Jacobs</strong> family council.<br />
The joint experience and expertise of the Board members must cover the<br />
<strong>Foundation</strong>’s entire sphere of activities, and members must have experience of<br />
international projects and financial management.<br />
The Board of Trustees has established three standing committees:<br />
Nomination and<br />
Compensation Committee<br />
Marta Tienda, Chair<br />
Jürgen Baumert<br />
Joh. Christian <strong>Jacobs</strong>*<br />
*non-voting member<br />
Board of Trustees<br />
Joh. Christian <strong>Jacobs</strong>, Chairman<br />
Audit<br />
Committee<br />
Ernst Buschor, Chair<br />
Flavio Cotti<br />
Joh. Christian <strong>Jacobs</strong>*<br />
Governance<br />
Committee<br />
Lavinia <strong>Jacobs</strong>, Chair<br />
Eduardo Missoni<br />
Joh. Christian <strong>Jacobs</strong>*
From left to right: Flavio Cotti, Jürgen Baumert, Joh. Christian <strong>Jacobs</strong>, Lavinia <strong>Jacobs</strong>,<br />
Ernst Buschor, Marta Tienda, Eduardo Missoni<br />
79
80<br />
JACOBS FOUNDATION GOVERNANCE STRUCTURE<br />
The Management<br />
The <strong>Foundation</strong>’s Management is headed by a CEO and organized in Program Units.<br />
The organizational structure of the management is as follows:<br />
Research<br />
CEO<br />
Intervention and<br />
Application<br />
Communications<br />
Johann <strong>Jacobs</strong> Museum<br />
Dialogue and<br />
Networkbuilding
Management team from left to right: Simon Sommer, Alexandra Delvenakiotis, Cornelia Luchsinger,<br />
Constanze Lullies; below: Monika Imboden, Gelgia Fetz, Susanne Hertling, Bernd Ebersold<br />
81
FACTS & FIGURES
Cumulative Grants IN THOUSANDS OF CHF<br />
500,000<br />
400,000<br />
300,000<br />
200,000<br />
100,000<br />
0<br />
2002<br />
& prior<br />
2003<br />
2004 2005 2006 2007 <strong>2008</strong><br />
Total per year 27,435 8,300 11,854 10,967 127,598 14,022 198,625<br />
Cumulative 51,918 60,218 72,072 83,039 210,637 224,659 423,284<br />
Since it was founded, the <strong>Jacobs</strong> <strong>Foundation</strong> has made grants amounting to TCHF 423,284.<br />
Grants per Year IN THOUSANDS OF CHF<br />
200,000<br />
180,000<br />
160,000<br />
140,000<br />
120,000<br />
40,000<br />
20,000<br />
0<br />
2002 2003 2004 2005 2006 2007 <strong>2008</strong><br />
Total per year 27,435* 8,300 11,854 10,967 127,598** 14,022 198,625***<br />
* Includes funding for <strong>Jacobs</strong> Centers at the University of Zurich and the International University Bremen<br />
** Includes funding to the International University Bremen (today <strong>Jacobs</strong> University Bremen) over<br />
TCHF 120,668<br />
*** Includes funding (endowment) to the <strong>Jacobs</strong> University Bremen over TCHF 186,413<br />
83
84<br />
FACTS & FIGURES<br />
Grants by Key Activity Area <strong>2008</strong>* IN THOUSANDS OF CHF<br />
EXHIBITION<br />
JOHANN JACOBS MUSEUM** 115<br />
CHARITABLE ACTIVITIES 401<br />
DIALOGUE AND NETWORK<br />
BUILDING 240<br />
INTERVENTION<br />
AND APPLICATION 4,934<br />
Number of Programmes and Projects by Key Activity Area <strong>2008</strong><br />
EXHIBITION<br />
JOHANN JACOBS MUSEUM 1<br />
CHARITABLE ACTIVITIES 17<br />
DIALOGUE AND NETWORK<br />
BUILDING 5<br />
RESEARCH 6,522<br />
RESEARCH 21<br />
INTERVENTION<br />
AND APPLICATION 10<br />
NUMBER OF PROGRAMMES MINIMUM MAXIMUM TOTAL<br />
KEY ACTIVITY AREA AND PROJECTS APPROPRIATION APPROPRIATION TCHF<br />
Research<br />
(<strong>Jacobs</strong> University Bremen)<br />
Research<br />
– – – 186,413<br />
(excl. <strong>Jacobs</strong> University Bremen) 21 3 1,973 6,522<br />
Intervention and Application 10 5 1,607 4,934<br />
Dialogue and Network Building 5 24 92 240<br />
Charitable Activities 17 1 100 401<br />
Exhibition Johann <strong>Jacobs</strong> Museum** 1 – – 115<br />
Total<br />
* Excl. <strong>Jacobs</strong> University Bremen<br />
54 198,625<br />
** Total costs (including personnel) for the Johann <strong>Jacobs</strong> Museum in <strong>2008</strong> amounted to<br />
TCHF 524 (see notes, 3.9)
Number of Programmes and Projects in <strong>2008</strong> by Region<br />
AFRICA 6<br />
LATIN AMERICA 3<br />
EUROPE 14<br />
Development of <strong>Foundation</strong> Capital at Market Value IN MILLIONS OF CHF<br />
4,000<br />
3,500<br />
3,000<br />
2,500<br />
2,000<br />
1,500<br />
1,000<br />
SWITZERLAND 19<br />
TRANSNATIONAL 12<br />
Total <strong>Foundation</strong> Capital at Market Value**<br />
1,433 1,518 2,384 1,978 2,385 3,197 3,380 2,323<br />
* Donation date<br />
26.10.01* 31.12.02 31.12.03 31.12.04 31.12.05 31.12.06 31.12.07 31.12.08<br />
** Quoted investments of <strong>Jacobs</strong> Holding AG at market values, other assets at book values<br />
85
AUDITOR’S REPORT
Ernst & Young Ltd<br />
Bleicherweg 21<br />
CH-8002 Zurich<br />
To the Board of Trustees of<br />
<strong>Jacobs</strong> <strong>Foundation</strong>, Zurich<br />
Zurich, March 3, 2009<br />
Phone +41 58 286 31 11<br />
Fax +41 58 286 30 04<br />
www.ey.com/ch<br />
REPORT OF THE STATUTORY AUDITOR ON THE FINANCIAL<br />
STATEMENTS<br />
As statutory auditor, we have audited the accompanying financial statements of the<br />
<strong>Jacobs</strong> <strong>Foundation</strong>, which comprise the balance sheet, statement of income and<br />
expenses and notes (pages 90–103) for the year ended December 31, <strong>2008</strong>.<br />
Board of Trustees’ responsibility<br />
The Board of Trustees is responsible for the preparation of the financial statements<br />
in accordance with the requirements of Swiss law and the foundation<br />
deed. This responsibility includes designing, implementing and maintaining an<br />
internal control system relevant to the preparation of financial statements that<br />
are free from material misstatement, whether due to fraud or error. The Board of<br />
Trustees is further responsible for selecting and applying appropriate accounting<br />
policies and making accounting estimates that are reasonable in the circumstances.<br />
Auditor’s responsibility<br />
Our responsibility is to express an opinion on these financial statements based on<br />
our audit. We conducted our audit in accordance with Swiss law and Swiss Auditing<br />
Standards. Those standards require that we plan and perform the audit to obtain<br />
reasonable assurance whether the financial statements are free from material misstatement.<br />
An audit involves performing procedures to obtain audit evidence about the<br />
amounts and disclosures in the financial statements. The procedures selected<br />
depend on the auditor’s judgment, including the assessment of the risks of material<br />
misstatement of the financial statements, whether due to fraud or error. In<br />
making those risk assessments, the auditor considers the internal control system<br />
relevant to the entity’s preparation of the financial statements in order to design<br />
audit procedures that are appropriate in the circumstances, but not for the purpose<br />
of expressing an opinion on the effectiveness of the entity’s internal control<br />
system.<br />
87
88<br />
An audit also includes evaluating the appropriateness of the accounting policies<br />
used and the reasonableness of accounting estimates made, as well as evaluating<br />
the overall presentation of the financial statements. We believe that the audit evidence<br />
we have obtained is sufficient and appropriate to provide a basis for our audit<br />
opinion.<br />
Opinion<br />
In our opinion, the financial statements for the year ended December 31, <strong>2008</strong><br />
comply with Swiss law and the foundation deed.<br />
<strong>Report</strong> on other legal requirements<br />
We confirm that we meet the legal requirements on licensing according to the<br />
Auditor Oversight Act (AOA) and independence (Art. 728 CO) and that there are no<br />
circumstances incompatible with our independence.<br />
In accordance with article 728a paragraph 1 item 3 CO and Swiss Auditing<br />
Standard 890, we confirm that an internal control system exists, which has been<br />
designed for the preparation of financial statements according to the instructions of<br />
the Board of Trustees.<br />
We recommend that the financial statements submitted to you be approved.<br />
Ernst & Young Ltd<br />
Thomas Stenz<br />
Licensed audit expert<br />
Stefan Weuste<br />
Licensed audit expert<br />
(Auditor in charge)
FINANCIAL STATEMENTS WITH NOTES<br />
89
90<br />
JACOBS FOUNDATION – FINANCIAL STATEMENTS<br />
BALANCE SHEET<br />
IN THOUSANDS OF CHF SEE NOTES 31.12.08 31.12.07<br />
ASSETS<br />
CURRENT ASSETS<br />
Cash and cash equivalents 3.0 53,865 82,629<br />
Securities 3.1 87 2,163<br />
Accounts receivable 3.2 4,268 1,852<br />
Prepaid expenses 3.3 225 907<br />
Total current assets 58,445 87,551<br />
NON-CURRENT ASSETS<br />
Financial assets 3.4 39,669 24,849<br />
Participations 3.5 420,035 420,035<br />
Real estate and fixed assets 3.6 41,749 42,459<br />
Total non-current assets 501,453 487,343<br />
TOTAL ASSETS 559,898 574,894<br />
LIABILITIES AND FOUNDATION CAPITAL<br />
LIABILITIES<br />
Accounts payable 75 25<br />
Accrued liabilities 3.7 429 403<br />
Appropriations for foundation activities 3.8 263,304 117,365<br />
Total liabilities 263,808 117,793<br />
FOUNDATION CAPITAL<br />
<strong>Foundation</strong> capital at beginning of year 457,101 433,981<br />
Profit/Loss – 161,011 23,120<br />
<strong>Foundation</strong> capital at end of year 296,090 457,101<br />
TOTAL LIABILITIES AND FOUNDATION CAPITAL 559,898 574,894<br />
<strong>Foundation</strong> capital at market values*: 2,323,000 3,380,000<br />
<strong>Foundation</strong> capital at market values at donation in October 2001: TCHF 1,433,000<br />
* Quoted investments of <strong>Jacobs</strong> Holding AG at market values, other assets at book values
STATEMENT OF INCOME AND EXPENSES<br />
IN THOUSANDS OF CHF SEE NOTES <strong>2008</strong> 2007<br />
INCOME<br />
Interest and dividend income 4.1 37,594 37,901<br />
Capital income 4.2 2,017 – 100<br />
Appropriations from third parties 205 3,292<br />
Income from real estate 4.5 2,036 2,036<br />
Income from Johann <strong>Jacobs</strong> Museum 3.9 41 45<br />
Other income 4.6 1,486 923<br />
Income from foreign currencies 4.3 – 197 – 1,370<br />
Securities transaction costs and portfolio management costs 4.4 – 64 – 75<br />
Total net income 43,118 42,652<br />
EXPENSES<br />
Appropriations for foundation activities incl. exhibitions 3.8 198,625 14,022<br />
Personnel expenses 4.7 2,736 2,905<br />
Expenses on real estate 4.5 246 262<br />
Administration and other expenses 4.8 1,452 1,179<br />
Taxes 5.0 234 268<br />
Depreciation 3.6 836 896<br />
Total expenses 204,129 19,532<br />
PROFIT/LOSS – 161,011 23,120<br />
91
92<br />
JACOBS FOUNDATION – NOTES<br />
PURPOSE AND ACTIVITIES OF THE FOUNDATION<br />
1.0 Name and registered office<br />
In 1989 the <strong>Foundation</strong> was established by Klaus J. <strong>Jacobs</strong> and registered in the<br />
Commercial Register as <strong>Jacobs</strong> Stiftung. Because of its international approach, the<br />
foundation uses the term <strong>Jacobs</strong> <strong>Foundation</strong> in its public relations activities. The foundation<br />
is based at Seefeldquai 17, 8008 Zurich.<br />
1.1 Purpose and Activities of the <strong>Foundation</strong><br />
The purpose of the <strong>Jacobs</strong> <strong>Foundation</strong> is to create conducive conditions for positive<br />
human development in a world characterised by social change, primarily by facilitating<br />
timely research and combating the negative influences that threaten to hinder productive<br />
youth development.<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> also runs the Johann <strong>Jacobs</strong> Museum, which houses a collection<br />
of works of art (paintings, silver, porcelain, books, prints, etc.).<br />
1.2 Assets<br />
In order to fulfil its purpose, the <strong>Jacobs</strong> <strong>Foundation</strong> holds the following assets:<br />
Participation <strong>Jacobs</strong> Holding AG<br />
Klaus J. <strong>Jacobs</strong> donated his shares in <strong>Jacobs</strong> Holding AG to the <strong>Jacobs</strong> <strong>Foundation</strong> in<br />
October, 2001. The <strong>Jacobs</strong> <strong>Foundation</strong> holds all economic rights of the entire share<br />
capital and 10.1% of the voting rights in <strong>Jacobs</strong> Holding AG, Zurich. <strong>Jacobs</strong> Holding AG<br />
is a professional investment company that acquires, holds, manages and finances<br />
investments of all types. Its major holdings as of December 31, <strong>2008</strong> are 50.5% of<br />
Barry Callebaut AG as well as 22.8% in Adecco SA together with members of the<br />
<strong>Jacobs</strong> family, and 59.8% in the Infront group.<br />
<strong>Jacobs</strong> Holding AG has its headquarters at Seefeldquai 17, Zurich.<br />
Cash and Securities<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> holds cash and securities that are used in order to carry out the<br />
<strong>Foundation</strong>’s activities.<br />
Real Estate<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> owns the properties Seefeldquai 17 and Mainaustrasse 2,<br />
Zurich, and Marbach Castle, Oehningen, Germany.
SIGNIFICANT ACCOUNTING POLICIES<br />
2.0 Basis of Presentation<br />
The financial statements are prepared in accordance with applicable accounting<br />
standards under Swiss law and under the historical cost convention, with the exception<br />
of marketable securities, which are recorded at market value.<br />
The main accounting policies are laid out below:<br />
2.1 Currency Translation<br />
The following exchange rates were used for currency translation:<br />
31.12.08 31.12.07<br />
EUR 1.4913 1.6566<br />
USD 1.0688 1.1360<br />
GBP 1.5578 2.2523<br />
2.2 Cash and Cash Equivalents<br />
These items include cash on hand, bank account balances and time deposits with a<br />
maturity of less than twelve months at Credit Suisse, Deutsche Bank (Schweiz) AG,<br />
UBS AG and Zürcher Kantonalbank. All items are recorded at nominal value.<br />
2.3 Securities<br />
Securities are recorded at market value at the balance sheet date.<br />
2.4 Accounts Receivable and Prepaid Expenses<br />
Accounts receivable and prepaid expenses are recorded at nominal value less necessary<br />
adjustments.<br />
2.5 Financial Assets<br />
These items include capital protected products and time deposits with a maturity<br />
of more than twelve months at Credit Suisse, Deutsche Bank (Schweiz) AG, UBS AG<br />
and Zürcher Kantonalbank. All items are recorded at nominal value.<br />
2.6 Participations<br />
The participations are recorded at nominal value.<br />
93
94<br />
NOTES<br />
2.7 Fixed Assets<br />
Fixed assets are reported at cost and are generally depreciated on a straight-line<br />
basis over their estimated useful lives. The threshold for capitalisation of movable<br />
goods is 1,000 Swiss francs. Costs related to the restoration, improvement and conversion<br />
of real estate are capitalised if they result in an increase in value or additional<br />
possibilities for use. However, only costs of over 10,000 Swiss francs are<br />
capitalised. Real estate and works of art are not depreciated.<br />
The estimated useful lives of the fixed assets are:<br />
ANNUAL DEPRECIATION DEPRECIABLE LIFE<br />
ASSET/DESCRIPTION ON A STRAIGHT-LINE BASIS IN % IN YEARS<br />
Plant and equipment 20.0% 5<br />
Office furniture and fixtures 15.0% 6,66<br />
Office equipment 20.0% 5<br />
Vehicles 20.0% 5<br />
Hardware 25.0% 4<br />
Software 33.3% 3<br />
Building 2.0% 50<br />
Real estate/land 0.0% –<br />
Works of art 0.0% –<br />
2.8 Provisions<br />
Appropriations for <strong>Foundation</strong> purposes are recorded as provisions at the time of<br />
their approval by the Board of Trustees. The provisions are reduced accordingly<br />
when the funds are transferred.<br />
2.9 Other Liabilities<br />
Other liabilities are recorded at nominal value.
NOTES TO THE BALANCE SHEET AND TO THE STATEMENT OF INCOME AND EXPENSES<br />
IN THOUSANDS OF CHF 31.12.08 31.12.07<br />
3.0 Cash and Cash Equivalents<br />
Bank accounts 7,410 1,636<br />
Time deposits in CHF 16,100 21,941<br />
Time deposits in EUR 27,589 56,531<br />
Time deposits in USD 1,598 2,521<br />
Time deposits in GBP 1,168 –<br />
TOTAL CASH AND CASH EQUIVALENTS 53,865 82,629<br />
3.1 Securities<br />
Foreign bonds in CHF – 2,008<br />
Shares 87 155<br />
TOTAL SECURITIES 87 2,163<br />
3.2 Accounts Receivable<br />
Withholding taxes 4,083 1,828<br />
Other accounts receivable 185 24<br />
TOTAL ACCOUNTS RECEIVABLE 4,268 1,852<br />
3.3 Prepaid Expenses<br />
Accrued interest 225 907<br />
TOTAL PREPAID EXPENSES 225 907<br />
3.4 Financial Assets<br />
Capital protected products in EUR 39,669 24,849<br />
TOTAL FINANCIAL ASSETS 39,669 24,849<br />
95
96<br />
NOTES<br />
IN THOUSANDS OF CHF NOTES 31.12.08 31.12.07<br />
3.5 Participations<br />
Participation <strong>Jacobs</strong> Holding AG 3.5.1 420,000 420,000<br />
Other participations 3.5.2 35 35<br />
TOTAL PARTICIPATIONS 420,035 420,035<br />
3.5.1 Participation <strong>Jacobs</strong> Holding AG<br />
Klaus J. <strong>Jacobs</strong>’ donation to the <strong>Jacobs</strong> <strong>Foundation</strong> is recorded at nominal value.<br />
The market value at the date of the donation October 26, 2001 was TCHF 1,433,000.<br />
The market value at the balance sheet date is: TCHF 2,323,000 TCHF 3,380,000<br />
Composition of the participation in <strong>Jacobs</strong> Holding AG:<br />
NUMBER TYPE OF SECURITY NOMINAL VALUE PER UNIT<br />
9,000 Voting Shares (10.1%) 10,000 90,000 90,000<br />
330,000 Participation certificates 1,000 330,000 330,000<br />
TOTAL PARTICIPATION JACOBS HOLDING AG 420,000 420,000<br />
3.5.2 Other Participations<br />
As part of its activities, the <strong>Jacobs</strong> <strong>Foundation</strong> holds participations in the following charitable institutions:<br />
– <strong>Jacobs</strong> University Bremen gGmbH<br />
– German Children and Youth <strong>Foundation</strong> (GCYF)
3.6 Real Estate and Fixed Assets IN THOUSANDS OF CHF<br />
COST VALUES 01.01.08 ADDITIONS DISPOSALS 31.12.08<br />
Works of art Museum Zurich 9,313 70 – 9,383<br />
Non-real estate Zurich 479 56 – 535<br />
Real estate Zurich 4,973 – – 4,973<br />
Non-real estate Marbach Castle, Germany 641 – – 641<br />
Real estate Marbach Castle, Germany 37,184 – – 37,184<br />
Total cost values 52,590 126 – 52,716<br />
ACCUMULATED DEPRECIATION 01.01.08<br />
DEPRECIATION<br />
CURRENT<br />
BUSINESS YEAR<br />
DEPRECIATION<br />
ON DISPOSALS 31.12.08<br />
Works of art Museum Zurich – – – –<br />
Non-real estate Zurich 408 36 – 444<br />
Real estate Zurich 921 100 – 1,021<br />
Non-real estate Marbach Castle, Germany 530 53 – 583<br />
Real estate Marbach Castle, Germany 8,272 647 – 8,919<br />
Total accumulated depreciation 10,131 836 – 10,967<br />
NET BOOK VALUE 42,459 -710 – 41,749<br />
The insurance value of all real estate amounts to TCHF 53,955 (2007: TCHF 56,175). The insurance value of the other fixed<br />
assets (non-real estate) including works of art amounts to TCHF 11,960 (2007: TCHF 11,977).<br />
IN THOUSANDS OF CHF 31.12.08 31.12.07<br />
3.7 Accrued Liabilities<br />
Provisions for social security costs/source taxes 74 122<br />
Provisions for taxes 52 24<br />
Provisions for auditing 20 23<br />
Provisions for <strong>Annual</strong> <strong>Report</strong> 110 114<br />
Various provisions 173 120<br />
TOTAL ACCRUED LIABILITIES 429 403<br />
97
98<br />
NOTES<br />
3.8 Appropriations for <strong>Foundation</strong> Activities IN THOUSANDS OF CHF<br />
APPRO- EXCHANGE<br />
CURRENT PROJECTS 01.01.08 PRIATIONS PAYMENTS REVERSALS RATE CHANGES 31.12.08<br />
Funding of a JF Post-Doctoral Fellowship<br />
Program (JFPFP), University of London – 1,971 – 499 – – 304 1,168<br />
Transition from School to Work:<br />
Preventing Burnout and Promoting<br />
Engagement, University of Jyväskylä – 466 – 161 – – 10 295<br />
Fellowships in the Context of the<br />
International Max Planck Research<br />
School "LIFE", Universität Zürich – 600 – 200 – – 400<br />
Fertilität und gesellschaftliche Entwicklung,<br />
Deutsche Akademie der Naturforscher<br />
Leopoldina und Berlin-Brandenburgische<br />
Akademie der Wissenschaften – 1,973 – – – 109 1,864<br />
The Zurich Project on the Social Development<br />
of Children, Institute of Criminology<br />
Cambridge University 400 – – 200 – – 200<br />
<strong>Jacobs</strong> Summer Research Group and Summer<br />
School, Universität Zürich 400 – – 200 – – 200<br />
Kooperation zwischen der Universität Zürich<br />
und Partneruniversitäten in Rwanda und Uganda<br />
(175-Jahr-Jubiläum), Universität Zürich 700 – – 100 – – 600<br />
Working Group Promoting<br />
Productive Aging, Leopoldina/Acatec 1,701 – – 949 – – 116 636<br />
<strong>Jacobs</strong> University Bremen 96,534 – – 31,816 – – 5,066 59,652<br />
<strong>Jacobs</strong> University Bremen (Endowment) – 186,413 – – – 186,413<br />
Grundlagenstudie<br />
"Frühkindliche Bildung in der Schweiz",<br />
Schweizerische Unesco-Kommission – 50 – 50 – – –<br />
Schweizerdeutsch verstehen,<br />
Universität Fribourg – 86 – 86 – – –<br />
Fighting Weight Problems in Adolescents:<br />
The Role of Goal Focus, Universität Zürich 158 – – 158 – – –<br />
Quality criteria for Interdisciplinary Teaching<br />
and Learning, Universität Zürich 133 – – – – 133<br />
The Global Textbook Project,<br />
University of Georgia 57 – – – – 4 53
3.8 Zuwendungen für Stiftungszwecke<br />
APPRO- EXCHANGE<br />
CURRENT PROJECTS 01.01.08 PRIATIONS PAYMENTS REVERSALS RATE CHANGES 31.12.08<br />
Aprender para la vida:<br />
A <strong>Jacobs</strong> Initiative for Latin America – 1,607 – 387 – – 1,220<br />
The Cup of Heroes: Youth transforming<br />
Communities through Sport, SAD / SCORE – 650 – 262 – – 9 379<br />
Akoupé Multi-Function Education Model,<br />
World Cocoa <strong>Foundation</strong> / International<br />
Cocoa Initiative – 500 – 100 – – 400<br />
Education through Football<br />
for Hope Centres Africa, Streetfootballworld – 650 – 356 – 18 312<br />
AQIS – Life and Financial<br />
Education: Impact Assessment and Quality<br />
Assurance for the Organization and<br />
Network, Aflatoun – 434 – 153 – 2 283<br />
Education that pays for itself:<br />
Teach A Man To Fish – 522 – 280 – – 8 234<br />
Primano – Early Intervention<br />
in the City of Bern,<br />
Direktion für Bildung, Soziales und Sport 800 – – 200 – – 600<br />
Lebenswelt Schule,<br />
Deutsche Kinder- und Jugendstiftung 2,124 – – 814 – – 163 1,147<br />
Having Opportunities for<br />
Peace and Employment – HOPE,<br />
Pestalozzi Kinderdorf 1,225 – – – – 103 1,122<br />
Development of Resources for Career<br />
Counselling in India, The Promise <strong>Foundation</strong> 136 – – 72 – – 18 46<br />
Partnership in Training of<br />
Bhutanese Hotel Managers,<br />
Hochschule für Wirtschaft Zürich 100 – – 66 – – 7 27<br />
Empowering Adolescent Girls as<br />
Future Leaders and Trainers,<br />
SEWA Academy 276 – – 120 – – 156<br />
Museum exhibitions – 115 – 115 – – –<br />
All other projects 12,621 2,588 -5,350 -1,466 -2,629 5,764<br />
TOTAL APPROPRIATIONS FOR<br />
FOUNDATION ACTIVITIES<br />
117,365 198,625 -42,694 -1,466 -8,526 263,304<br />
99
100<br />
NOTES<br />
Provisions for projects are reversed when a final report has been submitted and the project has definitively been concluded,<br />
without the entire appropriation having been expended, and provisions for projects that could not be realised. The Board of<br />
Trustees decides on the reversal of provisions for projects.<br />
The total amount of TCHF 198,625 comprises TCHF 198,510 earmarked for the 54 projects approved in the year <strong>2008</strong> and<br />
the costs of the Museum exhibition (TCHF 115).<br />
The grant of TCHF 120,668 awarded to the <strong>Jacobs</strong> University Bremen in the financial year 2006 is due for payment, in equal<br />
instalments, between 2007 and 2011. In 2011, the <strong>Jacobs</strong> University Bremen will get additional payments up to an amount<br />
of TEUR 125,000 depending on the achievement of agreed milestones. For precautionary reasons, this endowment of<br />
TEUR 125,000 (TCHF 186,413) was shown in the balance sheet as at the reporting date of 31 December <strong>2008</strong> irrespective<br />
of the probability of the milestones being reached.<br />
IN THOUNSANDS OF CHF <strong>2008</strong> 2007<br />
3.9 Johann <strong>Jacobs</strong> Museum<br />
Income from Johann <strong>Jacobs</strong> Museum 41 45<br />
./. Goods for sale – 9 – 13<br />
./. Expenses for exhibitions – 115 – 104<br />
./. Personnel expenses – 287 – 260<br />
./. Other expenses – 81 – 75<br />
./. Investments – 73 – 23<br />
TOTAL JOHANN JACOBS MUSEUM – 524 – 430
IN THOUSANDS OF CHF <strong>2008</strong> 2007<br />
4.0 Income from Cash, Securities, Financial Assets and Participations<br />
4.1 Interest and Dividend Income<br />
Dividend income <strong>Jacobs</strong> Holding AG 35,000 35,000<br />
Interest income 2,594 2,900<br />
Other dividend income – 1<br />
Total interest and dividend income 37,594 37,901<br />
4.2 Capital Income<br />
Capital income from securities – 67 – 100<br />
Capital income from financial assets 2,084 –<br />
Total capital income 2,017 – 100<br />
4.3 Income from Foreign Currencies<br />
Income from foreign currencies – 197 – 1,370<br />
Total income from foreign currencies – 197 – 1,370<br />
4.4 Securities Transaction Costs and Portfolio Management Costs<br />
Portfolio management costs and transaction costs – 34 – 69<br />
Bank charges – 30 – 6<br />
Total securities transaction costs and portfolio management costs – 64 – 75<br />
TOTAL NET INCOME FROM CASH, SECURITIES,<br />
FINANCIAL ASSETS AND PARTICIPATIONS<br />
39,350 36,356<br />
101
102<br />
NOTES<br />
<strong>2008</strong> <strong>2008</strong> <strong>2008</strong> 2007<br />
IN THOUSANDS OF CHF INCOME EXPENDITURE BALANCE BALANCE<br />
4.5 Income from Real Estate<br />
Marbach Castle, Oehningen, Germany<br />
Rental and leasehold income Marbach Castle 1,650 1,650 1,650<br />
./. Depreciation Marbach Castle* – 700 – 700 – 747<br />
./. Other costs incl. maintenance, insurance, etc. – 183 – 183 – 201<br />
Total net income from Marbach Castle 1,650 – 883 767 702<br />
Mainaustrasse 2 and Seefeldquai 17, Zurich, Switzerland<br />
Rental income real estate Zurich 386 386 386<br />
./. Depreciation real estate Zurich* – 136 – 136 – 149<br />
./. Other costs incl. maintenance, insurance, etc. – 63 – 63 – 61<br />
Total net income from real estate Zurich 386 – 199 187 176<br />
Income from real estate, Marbach and Zurich 2,036 2,036 2,036<br />
./. Depreciation Marbach and Zurich* – 836 – 836 – 896<br />
./. Expenses on real estate, Marbach and Zurich – 246 – 246 – 262<br />
TOTAL NET INCOME FROM REAL ESTATE<br />
MARBACH AND ZURICH<br />
* Including depreciation on non-real estate<br />
2,036 – 1,082 954 878<br />
4.6 Other Income<br />
Reversal of provisions for appropriations 1,466 923<br />
Income not related to the accounting period 20 –<br />
TOTAL OTHER INCOME 1,486 923
IN THOUSANDS OF CHF <strong>2008</strong> 2007<br />
4.7 Personnel Expenses<br />
Board of Trustees 832 833<br />
Personnel (<strong>Foundation</strong> incl. Museum) 1,904 2,072<br />
TOTAL PERSONNEL EXPENSES 2,736 2,905<br />
At December 31, <strong>2008</strong>, the <strong>Jacobs</strong> <strong>Foundation</strong> employed 17 people in 9 full-time positions.<br />
4.8 Administration and Other Expenses<br />
Consultancy and auditing expenses 321 220<br />
Travel and entertainment expenses 510 361<br />
Public relations 415 365<br />
Other administrative expenses 206 233<br />
TOTAL ADMINISTRATION AND OTHER EXPENSES 1,452 1,179<br />
5.0 Taxes<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> is not a taxable entity in Switzerland and is therefore not liable for income tax. However, as owner<br />
and lessor of Marbach Castle, it is a taxable entity in Germany and is liable for German corporation tax and turnover tax.<br />
6.0 Events after the balance sheet date<br />
The <strong>Jacobs</strong> <strong>Foundation</strong> is not aware of any events after the balance sheet date that might have a material impact on the<br />
<strong>2008</strong> financial statements.<br />
103
104