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Annual Report 2008 - Jacobs Foundation

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<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 />

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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 />

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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 />

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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 />

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