Annual Report 2009
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Conscious Stewardship, Strong Leadership. In this past year, we listened to numerous
individuals and organizations describe the Community Foundation and what is expected of us. The more we listened, the more we learned. The “word cloud� above represents words used to describe the Community Foundation. (continued on page 2)
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Everyone asked us to provide more leadership. But Community Leadership is a difficult concept to pin down. Civic leaders ask us to gather people together to address the most perplexing problems facing our communities. Nonprofits ask us to provide more support services. One thing that is clear is that people’s expectations of us grew because we were so stable during the turmoil of the Great Recession.
People and organizations want the Community Foundation to be strong. In fact, we heard clearly that the stronger the Community Foundation, the stronger the community. Our challenge is to meet as many expectations as possible without overextending ourselves. Our Leadership Fund makes possible most of our Community Leadership work. We must build the Leadership Fund and you are invited to contribute to it. Your Community Foundation is bouncing back as the national economy recovers. The financial reports on page 8 show that we achieved strong returns on investments as well as generous donations from donors who partner with us in their philanthropic plans.
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Our reliance on endowed funds means that our grantmaking is reduced because of lower endowment values. We are committed to protecting donor intent and restrictions and to not invade the original gift value of funds. The level of grantmaking will increase as the endowment values recover. In this past year, two Board members completed their terms of service: Lyn Baker and Barbie Butz. Both served with distinction and we welcome them into the ranks of Director Emeritus. Three new Board members joined us: Donn Clickard, Mike Patrick, and Johnine Talley. We also welcomed Pat Holley to the staff as Donor Services Associate. Pat joins us through the AmeriCorps Program. We invite you to explore the Community Foundation through our website, www.sloccf.org. If you would prefer to receive this annual report and other communications from us electronically, please tell us by sending a message to info@sloccf.org. In closing, we express our sincere gratitude to everyone who helps make the Community Foundation stronger. This is your community, and this is your foundation. L to R: Janice Fong Wolf, Pat Holley, Kim Ramos, Barry VanderKelen, Kathy Evans, Angela Hollander
Wendy Brown President
Barry VanderKelen Executive Director
San Luis Obispo County
Community Foundation
leadership fund
community needs fund
field of interest funds & scholarships
donor advised funds
The Community Foundation helps people turn their passion into community action in numerous ways. Some people help increase philanthropy throughout the county through the Leadership Fund; some invest in current and future generations through the Community Needs Fund; some focus on a particular area or cause through Field of Interest Funds, like scholarships; and some recommend specific grants through Donor Advised Funds. Combined, all donors actively improve the quality of life for all residents of San Luis Obispo County. 2
San Luis Obispo County Community Foundation 2009 Annual Report
2009 Foundation Funds Unrestricted Endowment Funds Unrestricted gif ts are held in perpetuit y, producing annual income that is used to meet community priorities as they arise. These funds are awarded to organizations through the Foundation’s grants program, following careful review by the Board of Directors, staff and community leaders.
Disaster Support Funds Pool These funds will be granted to address immediate needs in the event of a major disaster.
Community Needs Fund This fund enables the Community Foundation to respond to the community’s most pressing needs.
Fund for Vineyard and Farm Workers Brian and Johnine Talley established this donor advised endowed fund to provide grants to organizations that improve the lives of vineyard and farm workers in SLO County. They hope to build this fund with support from other wineries and agricultural organizations in the county.
Roberta D. Petrie Memorial Fund This fund supports nonprofits throughout San Luis Obispo County.
Field of Interest Funds Field of interest funds allow donors to support a broad area such as education, social services, historic preservation, or environmental conservation. These funds enable donors with shared interests to pool their money for greater impact. Access for All Fund In honor of Paul Wolff, this fund presents an annual award to recognize and honor those who follow Mr. Wolff’s example of selfless dedication to serving the accessibility needs of all in SLO County. Additionally, the fund supports activities that further the mission of “Access for All,” a coalition creating an accessible community.
Ernest & May Steiner Fund This fund was established by the Steiners to provide for the needs of homeless and destitute people in San Luis Obispo County.
Growing Together Endowment Fund This fund addresses the program and service needs of San Luis Obispo County’s lesbian, gay, bisexual and transgender community by providing grants, raising community awareness, and promoting philanthropy. Health Programs Endowment Fund This fund distributes grants to local eligible organizations that address the health care needs of the county. Helen and Ronald Dunin Memorial Endowment This fund was created to help people who are at tempting to help themselves. Funds are disbursed in the form of loans, grants, stipends and scholarships. Holser Educational Fund for the Performing Arts Established by Clifford B. Holser to support young people involved in the performing arts who live in the San Luis Obispo area. Hugo & Erna Klaproad Fund This fund will provide shelter and other services to the homeless in the Five Cities area of the County of SLO.
2009 Paul Wolff Accessibility Advocacy Award Winners, Mike Hennessey (accepting on behalf of Special Olympics), Dr. Larry Newman with Med-Plus and Mark Shaffer from UCP/ Ride-on Transportation.
Alfred & Diane Fritz Endowment Fund This fund distributes to environmental and educational needs within the county. Alva, Ernest & William Righetti Fund for Seniors and People with Disabilities This fund was established by the Righetti family to assist organizations that help disabled and/or elderly citizens of the County of San Luis Obispo. Amy L. Arsenio Endowment Fund The income from this fund is used to make grants to organizations which assure access to health care for persons in San Luis Obispo County who would otherwise not be able to afford that care. This fund was created to honor Amy Arsenio, a long-time health care advocate for people in poverty. Art Inspires Fund Field of Interest Funds that support the arts. • Holser Educational Fund for the Performing Arts • William Randolph Hearst Fund for the Arts Brenda Buchbinder Hock Endowment Fund Grants from this fund support programs that educate and engage youth in the care and treatment of companion animals. Clark Moore Conservation Award Fund Established in honor of Clark Moore, a local environmentalist, this fund supports conservation projects and educational activities.
For corrections or updates contact info@sloccf.org
Janssen Foundation Youth and Youth Sports Fund A partnership with the Janssen Foundation, this fund was created to initiate a competitive grant making program for youth sports and youth programs within the City of San Luis Obispo and adjacent areas. Jean E. Anderson Endowment Fund for Bicycle Safety Education Jean Anderson established this fund to support nonprofit organizations that provide bicycling and pedestrian safety education programs for the residents of San Luis Obispo County. Marion M. Sinsheimer Fund for Teens This fund provides grants to local organizations that provide services, activities and programs for teenagers in SLO County. Pathways to Adulthood This fund supports programs creating successful pathways to adulthood for transitional age youth 14-24.
nurturing Raising Kids Who Love to Read Field Of Interest Fund – Raising A Reader Expansion The highly successful Raising A Reader program has expanded from its original two to 12 locations in our county — thanks to a partnership between First 5 School Readiness, the Orfalea Foundation, and the San Luis Obispo County Community Foundation. Raising A Reader fosters healthy brain development, supports parent-child bonding and early literacy skills, and instills a love of reading. For full story, visit www.sloccf.org. Roy N. Wolf Memory Fund Grants from this fund will suppor t human services and environmental needs. South County Education Foundation Endowment The primary purpose of the Fund is to provide support to the educational programs of the Lucia Mar School District. William Randolph Hearst Fund for the Arts The cornerstone gift of the Art Inspires Fund supports stability of the arts community. Women’s Legacy Endowment Fund Established as a permanent endowment to suppor t progr ams and projec ts of loc al organizations that address the issues and needs of women and girls.
Agency Funds AIDS Support Network Endowment Fund This fund supports the AIDS Support Network in carrying out its role and mission. American Institute of Architects, Central Coast Chapter Endowment This fund provides support to the scholarship and educational activities of the Central Coast Chapter of the American Institute of Architects. Assistance League of San Luis Obispo County Endowment Fund This agency fund suppor ts the Assistance League of San Luis Obispo County.
Preventive Health Care Endowment Fund Grants from this fund support programs and projects that promote the health and well-being of the community, encourage behaviors and activities that focus on preventing disease, and enable county residents to reach and maintain optimal health stability and independence. Raising A Reader Fund This fund provides grants to local organizations to implement Raising A Reader, an award-winning take home book bag program that promotes healthy cognitive development, parent-child bonding and early literacy skills.
Atascadero Loaves and Fishes Endowment Fund The primary purpose of this fund is to support the role and mission of Atascadero Loaves and Fishes. Camp Hapitok Endowment Fund This fund supports Camp Hapitok, which provides a therapeutic camp program for children with speech and hearing problems. CASA (Court Appointed Special Advocates For Children of San Luis Obispo Count y) Endowment Fund The purpose of this fund is to support CASA in its work with abused and neglected children who are under the jurisdiction of the Juvenile Court in San Luis Obispo County. Cayucos Land Conservancy This fund will provide support to the programs and activities of the Cayucos Land Conservancy, helping further its mission of establishing a permanent greenbelt around Cayucos. Chris Jespersen Memorial Society Endowment Fund This fund supports the activities of the Chris Jespersen Memorial Society. Community Action Partnership Endowment Fund Created to suppor t the Communit y Action Partnership to carry out its role and mission as described in their governing documents. Community Counseling Center Endowment Fund This fund holds the endowment of the Community Counseling Center. County Arts Fund Created by the SLO County Arts Council Board to establish an endowment fund for their organization. Foster Parents Association Endowment Fund Established to support the operations and activities of the Foster Parent Association.
Assistance League volunteers help elementary students shop for new clothes at the Operation School Bell store in San Luis Obispo.
Visit the Community Foundation online at www.sloccf.org
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Parents Helping Parents Endowment Fund This fund was established to suppor t the activities of Parents Helping Parents, a subsidiary of the United Cerebral Palsy Association. Partnership for the Children Endowment Fund This agency fund supports the activities of the Partnership for the Children, which operates the Clinica de Tolosa in Paso Robles, a dental clinic providing services to low-income residents of the County.
CONSCIENTIOUS Ensuring a Better Beginning–the A.L.P.H.A. Endowment Fund Designated Fund – Alpha Endowment Fund For 30 years, San Luis Obispo A.L.P.H.A. Inc. has been supporting pregnant women with free and confidential services. The A.L.P.H.A. Endowment Fund, held by the Community Foundation, frees up staff to focus on the needs of their clients, and ensures that the newest members of our community get a better start in life. For full story, visit www.sloccf.org.
Foundation for San Luis Obispo County Libraries Endowment Fund Established to provide support to the Foundation for San Luis Obispo County Public Libraries, this fund will help carry out its role, mission and charitable work as described by its governing documents. Friends of Prado Day Center Endowment Fund This fund supports the operations of the Prado Day Center, a homeless day shelter in San Luis Obispo. Friends of Senior Nutrition Program Endowment The purpose of this fund is to support the Senior Nutrition Program in carrying out its role and mission as described in its governing documents. Friends of the Fiscalini Ranch Preserve Management and Operations Fund This fund will support the Friends of the Fiscalini Ranch Preserve in carrying out its role and mission as outlined in their governing documents. Goodwill Industries Endowment Fund Goodwill Industries established this fund at the Foundation to help carry out its mission of helping people find employment, housing and education. Grizzly Youth Academy Endowment Fund Established to support the Academy, this fund will help carry out its role, mission and charitable work as described by its governing documents.
Hospice Partners of the Central Coast Endowment Fund The purpose of this fund is to support Hospice Partners of the Central Coast in carrying out its role and mission as described in its governing documents.
Hospice of San Luis Obispo County Endowment Fund This fund was established to support Hospice of SLO County in carrying out its role and mission as described in its governing documents. 4
Pismo Beach Five Cities Rotary Charitable Foundation Endowment Fund The purpose of this fund is to support the mission of the Pismo Beach Five Cities Rotary Club. San Luis Obispo County Historical Society The fund will hold a portion of the endowed funds of the SLO County Historical Society. San Luis Obispo Wind Orchestra Endowment Fund This fund was established by the SLO Wind Orchestra through a previous bequest. San Luis Obispo Wind Orchestra General Endowment Fund The primary purpose of the Fund shall be to provide support to the operations and activities of the SLO Wind Orchestra to carr y out its mission and charitable work. SLO Children’s Museum Endowment Fund
This fund supports the operations of the SLO Children’s Museum created by the Children’s Museum Board of Directors.
Human Powered Vehicle Association This fund holds the endowment of the Human Powered Vehicle Association. Land Conservancy of SLO County Core Conservation Fund The primary purpose of the fund shall be to provide support to the Land Conservancy of San Luis Obispo County to carry out its role, mission and charitable work as described by its governing documents.
A happy SLO Children’s Museum guest climbs the 17 foot clock tower
Leadership Fund This fund was established to support the operations and special programs of the Community Foundation.
SLO County Youth Symphony Endowment Fund This fund supports operations of the SLO County
Literacy Council for San Luis Obispo County Fund The fund shall provide support to The Literacy Council for San Luis Obispo County to carry out its role, mission and charitable work. Los Osos Community Pool Endowment Fund This fund will support the construction of a community pool. Music For The Millennium, Music Education Endowment Fund The fund shall provide support to the San Luis Obispo Symphony to carry out its role and mission. New Dawn Endowment Fund This fund supports the New Dawn Center, a Montessori school in Cambria.
Students at the Grizzly Youth Academy develop leadership, cooperation, and academic skills, while improving self esteem, pride, and confidence.
Peoples’ Self-Help Housing Corporation Endowment Fund This endowed fund will support the activities of the Peoples’ Self-Help Housing Corporation.
North Coast Small Wilderness Area Preservation Endowment Fund The primary purpose of this fund is to support the activities of the North Coast SWAP. Old Mission Church Endowment Fund Old Mission Church established this endowed fund to support the operations of the church. Pacific Repertory Opera Endowment Fund This agency fund will support the activities of the Pacific Repertory Opera.
San Luis Obispo County Community Foundation 2009 Annual Report
Youth Symphony.
SLO Symphony Endowment Fund
The purpose of this fund is to support operations of the SLO Symphony.
South County Health Care Alliance Advised Pass-Through Fund This fund supports the operational costs of the South County Health Care Alliance. United Way of San Luis Obispo County Endowment Fund United Way established this fund to support its charitable activities. Women’s Shelter of North County Endowment Fund A fund established to support the mission of the Women’s Shelter. Woods Humane Society Endowment Fund The purpose of this fund is to suppor t the mission of Woods Humane Society. Zoological Society of San Luis Obispo County Endowment Fund A fund established to support the activities of the zoological society.
Donor Advised Endowment Funds Distributions are made from each Donor Advised Fund based on advice from the donor. This type of fund allows donors to retain the right to suggest specific projects in any field of interest while avoiding the administrative complexities of a private foundation. Aaron A. Baker and Lyn C. Baker Fund Allen & Susan Minker Endowment Fund Andrew Weber & Joanne Peratis Weber Endowment Fund Anumodana Donor Advised Fund Clark Family Fund Clifford R. & Lois P. Elliot Fund Conklin Family Charitable Trust Fund Darcie & Nicholas Thille Charitable Gift Fund Deborah Lyon & R. Jeffrey Herten Donor Advised Fund DeGroot Youth Activities Endowed Fund Dinsmore-Daman Fund D. Michael & D’Elaine Patrick Endowment Fund Efird Family Fund Esther & Sidney Bertram Donor Advised Fund F.G. Novy Fund Forbes Family Fund Frederick W. Hentschel Endowment Fund George & Janice Clucas Endowment Fund Hospice du Rhone Endowment Fund Innovative Fund James & Perry Jamieson Family Endowment Fund John & Marcia Lindvall Fund Leonard & Natalie Wall Charitable Gift Fund Longshot Minx Endowment Fund Los Osos Community Services District Fund M. Richard & Joyce J. Andrews Endowment Fund Melvin & Marian Gautier Endowment Fund Miah Family Donor-Advised Endowment Fund Michael M. Maino Memorial Fund Patricia C. Wyse Endowment Fund Peachey Fund Philip & Christina Bailey Fund Project Heartbeat Endowment Fund Sara Franklin Bornstein Endowment Fund Sinton Family Fund Smith Family Endowment Fund Steve & Sheri Hauck Endowment Fund Sunnyside Foundation for Kids’ Education Endowment Fund Swift Action Fund Terence Fibich Fire Service Fund Thille Charitable Gift Fund Trandem Donor-Advised Endowment Fund
Endowed Scholarship Funds Scholarship funds honor or memorialize an individual or serve a specific purpose that is important to the donor. Scholarships enable students to pursue traditional higher education or vocational training. Income from the endowment provides the scholarships and awards annually. Alex Madonna Memorial Award Fund This fund, in memory of Alex Madonna, provides students in grades 9-12, and who are 14-19 years old, with money to either begin or continue work on restoring a farm tractor as part of the Tractor Restoration Contest of the Mid-State Fair. Alfred I., Catharine J. & Eleanor G. Switzer Scholarship Fund This fund provides scholarships to benefit the children of Los Osos. AVID Region VIII Scholarship Fund
Established to reward local high school students who successfully complete AVID (Advancement Via Individual Determination), a national program to help at-risk students succeed. Brian Waterbury Memorial Scholarship Fund This scholarship was established in memory of former San Luis Obispo High School math teacher and cross-country coach, Brian Waterbury. Don Floyd Memorial Scholarship Fund Celebrating the memory of former Cal Poly professor Don Floyd, this fund awards three to five scholarships each year to Cal Poly students participating in the International Program to study abroad.
Gary Grossman Scholarship Fund Established by Gary Grossman, this fund awards scholarships to LGBT youth whose parents are financially unable to or refuse to support their children’s educational expenses because of the child’s sexual orientation.
Paso Robles High School Class of ’55 Scholarship Fund These scholarships are awarded to seniors at Paso Robles High School who are entering an accredited community college, trade or technical school, or four-year college.
Designated Funds Designated Funds are established by a group or individual for the benefit of a specific nonprofit organization. These funds can be either endowed or pass-through.
Gary Paul Piantanida Scholarship Fund This fund distributes scholarships to local teens who demonstrate financial need and good character.
Paul E. Godfrey Memorial Scholarship Fund This fund provides scholarship support annually to students who are graduates of Venice Senior High School in Los Angeles, California, who matriculate to Santa Monica College.
This pass through fund suppor ts the administrative expenses of the efforts of the ACTION for Healthy Communities collaborative.
German School Committee Fund The purpose of this fund is to support a foreign exchange program that sends students from San Luis Obispo High School to Germany. Ian Purdon Memorial Scholarship Fund Scholarships from this fund are awarded to a SLO High School senior on the football team who demonstrates perseverance, dedication and teamwork, in memory of Ian Purdon. Irene H. Broadbent Music Scholarship Fund In honor of Irene H. Broadbent, this fund is designed to provide scholarships for San Luis Obispo youth (6 -18) to receive musical education and training. Justin McCutcheon Memorial Scholarship Fund Established in memory of Justin McCutcheon, this fund’s primary purpose is to provide annual scholarship support to a senior golfer from a Pac-7 League school, boys or girls. Kelly A. McAdams Scholarship Fund This fund was established in memory of Kelly A. McAdams and provides scholarships to deserving students in partnership with the Kiwanis Club SLO de Tolosa.
Dorothy Ross Memorial Fund Two annual scholarships are awarded to local youth who have spent time at the San Luis Obispo Juvenile Services Center and plan to pursue higher education.
Kiwanis SLO de Tolosa Scholarship Fund The purpose of the fund is to provide scholarship support to deserving students.
Elkan T. Hart Scholarship Fund This endowed scholarship fund was created by the Exchange Club of North County to provide one $500 per year scholarship to a student at Paso Robles High School.
Lauren Tipton Slaughter Scholarship Fund Family and friends of Lauren Tipton Slaughter established this memorial fund to support a graduating senior at San Luis Obispo High School who played on the girls’ tennis team.
Frank C. Holt Scholarship Fund Established by the Rotary Club of San Luis Obispo and the American Legion Post #66 in memory of Frank C. Holt, a long-time local educator, this fund provides scholarship support for an outstanding male and female student from San Luis Obispo High School.
Mary Jo DeSio Scholarship Fund Scholarships from this fund will reward students preparing to be special education teachers. Music for the Millenium This SLO Symphony fund awards scholarships to support music education programs in the local schools.
Richard J. Weyhrich Leadership Fund This fund annually awards a leadership scholarship to a student at each high school and college in San Luis Obispo County. Spirit of the Class of ’49 Award This fund awards two scholarships each year to San Luis Obispo High School seniors who plan to attend a trade or technical school. Stephen Donnellan Moss Memorial Scholarship in Journalism Fund The purpose of the fund is to support Cal Poly students majoring in Journalism with an emphasis on print or broadc as t media. Established by the family of Stephen D. Moss and New Times newspaper.
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ACTION for Healthy Communities Fund
Ann Freeman Endowment Fund This fund supports four funds currently held at the Foundation: The Women’s Legacy Fund, Transitions Mental Health – Independent Living Program, Brenda Buchbinder Hock Fund and the Dorothy Ross Memorial Scholarship Fund. Benjamin & Belle Levin Endowment Fund To support the Senior Peer Counseling Program formerly run by Lifespan Services Network. When Lifespan closed, the endowment was transferred to the Foundation and will continue to support the program, which is now housed under Wilshire Health & Community Services. Betty Schetzer Charitable Gift Fund This endowed fund is to support the operations and activities of the Friends of the San Luis Obispo Botanical Garden.
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helpful Wachtang Korisheli Music Scholarship Fund This fund awards scholarships to students who have participated in the San Luis Obispo County Youth Symphony Program. Yeager Science Scholarship The purpose of the Fund is to provide scholarship support to Coast Union High School students intending to major in Physics, Geology, Math, Engineering, Chemistry or Computer Science.
AWARDS Awards honor an individual or serve a purpose that is important to the donor. Income from the endowment provides the awards annually.
Bridge Street Fund An anonymous pass-through fund to support the activities and operations of the Bridge Street Group, a nonprofit organization supporting affordable and sustainable housing in San Luis Obispo. Children’s Assessment Center Leadership Team Fund This pass through fund supports activities for the development of Martha’s Place, a children’s center addressing impacts of perinatal substance abuse. Children’s Health Initiative Premium Fund The purpose of this fund is to provide healthcare insurance for children 0 -18 in SLO County.
Isabel P. Ruiz Humanitarian Award Endowment Fund Named to honor the dedication and commitment to caring about people exhibited by Isabel P. Ruiz. It is designed to highlight and encourage those who follow in Isabel’s footsteps to remain committed to advocacy and community organizing to improve the lives of everyone in SLO County.
COMMITTED Today’s Eagle Scout… Tomorrow’s Aerospace Engineer Scholarship Fund – Richard J. Weyhrich Leadership Scholarships A Mission College Preparatory high school student was named Eagle Scout of the Year and went on to become an aerospace engineering major at the University of Notre Dame, thanks in part to the Richard J. Weyhrich Leadership Scholarship. For full story, visit www.sloccf.org. For corrections or updates contact info@sloccf.org
The San Luis Obispo County Environmental Awards Individuals, groups or organizations that have made a worthwhile contribution to the betterment of the environment or ecology of SLO County are annually recognized and awarded with this fund. The awards are made in three categories: Environmental Achievement of the Year; Sustained Environmental Contribution; and Environmental Initiative.
The vision of the Children’s Health Initiative is that every child in San Luis Obispo County will have quality healthcare coverage.
Community Action Partnership Adult Day Services Endowment Fund Created by a donor to support the CAP Adult Day Services Program because the donor’s father received excellent treatment and the family wished to provide support to the program by establishing an endowed fund.
Visit the Community Foundation online at www.sloccf.org
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Craig H. Russell Endowment Fund The purpose of this fund is to make grants for special projects at the San Luis Obispo Symphony.
Leadership San Luis Obispo Endowment Fund This fund supports scholarships for future participants as part of Class XI legacy project.
Friends of the SLO Botanical Garden Endowment Fund This fund suppor ts the maintenance, operations and educational activities of the SLO Botanical Garden.
Old Mission Church Support Fund This fund supports the operations of Old Mission Church.
Grizzly Youth Academy Fund This pass through fund was established to hold charitable contributions for scholarships and operational needs. Grover Beach Community Library Fund An endowment that will support the needs of the library.
Partners for the Conservation of the Los Osos Coastal Dunes This fund was established to ensure an ongoing stream of income to produce an annual documentary on the status of the Partners for the Conservation of the Los Osos Coastal Dunes and the properties within their stewardship. San Luis Obispo ALPHA Fund The purpose of the Fund is to support the operations and activities of San Luis Obispo ALPHA Inc. San Luis Obispo County Animal Welfare Alliance Fund This fund is to support the activities of the alliance, a collaborative effort of local animal welfare organizations.
Grover Beach Community Library volunteers organize boxes of books for the Grover Beach Community Library.
Healthy Eating Active Living, SLO This pass through fund is a fiscal agency sponsorship to hold funds for the newly created Childhood Obesity Prevention Coalition. ILP Housing Designated Pass Through Fund This pass through fund is designated to support Transitions-Mental Health Association for operating and enrichment programs targeting clients in the Independent Living Program. Jeanne L. and Ellery J. Conley Endowed Fund The spendable income of the Fund shall be distributed in equal shares to the following six organizations: Hospice Partners of the Central Coast, Cuesta College for nursing program scholarships, Woods Humane Society to benefit cats, San Luis Obispo County Youth Symphony, Grover Beach Community Library, and South County Performing Arts Foundation. Kiwanis SLO de Tolosa Charitable Works Fund The purpose of the Fund is to suppor t the charitable works of Kiwanis SLO de Tolosa.
San Luis Obispo Downtown Association Fund The fund shall support the community enhancement and development activities of the San Luis Obispo Downtown Association SLO County Feed the Hungry Endowment Fund This fund was established by the SLO County
Board of Supervisors with monies received in a settlement concerning overcharging customers at the Albertson’s food store chain. The fund will be used to support the programs of the Food Bank or other food distribution groups if the Food Bank ceases to exist. South County Performing Arts Foundation Endowment Fund This fund supports the South County Performing Arts Foundation in carrying out its role and mission. Studios on the Park Fund This fund supports the activities of Studios on the Park. The Endowment for the Advancement of Children (T.E.A.Ch.) Fund This fund supports students, teachers, programs and activities of the San Luis Coastal Unified School District.
Donor Advised Pass Through Funds Pass through funds allow donors to give a specific amount of money to their favorite charities through the Community Foundation. These are non-endowed funds. Alex Quaglino Family Fund Anne Sinsheimer Charitable Gift Fund Coast Unified School District S.E.P. Fund David Pierson S.E.P. Fund Esther & Sidney Bertram Donor Advised Fund Everett “Taylor” Black, II Memorial Fund Exchange Club of San Luis Obispo Charitable Gift Fund Franklin Natale Raimondo Memorial Fund James F. Maino Charitable Gift Fund Jean & Andrew Greensfelder Fund Jerre & Andrea Sumter Charitable Gift Fund Jon & Olivia Simonds Charitable Gift Fund Ken & Martha Schwartz Fund Mattison Family Fund Miah Family Donor Advised Pass Through Fund Nancy Ann Piver Fund San Luis Sports Therapy Community Fund SLO County Tourism Land Conservation Fund Softec Technology Education Fund Smith Family Fund T.E.A.Ch Foundation Pass Through Fund van Steenwyk Family Fund Wayne & Linda Lewis Fund Wine County Runs Pass Through Fund
Scholarship Pass Through Funds Scholarship funds honor or memorialize an individual or serve a specific purpose that is important to the donor. Scholarships enable students to pursue traditional higher education or vocational training. These are non-endowed funds. German School Committee Pass Through Fund This fund was created to support students at San Luis Obispo High School participating in the German School exchange program. Orfalea Migrant Scholarship Fund This fund was established to distribute college scholarships to children of seasonal or migrant farm workers in SLO County. Orfalea Scholarship Fund Scholarships from this fund support students throughout San Luis Obispo County.
Women’s Legacy Fund Founding 100 Legacy Leaders
EFFECTIVE
New Foundation Facilitates Gifts of Real Estate The possibilities for charitable giving in our county just got bigger and easier. With the establishment of the Real Estate Foundation, now donors with real estate assets can designate a charity for the proceeds from these assets, knowing their generous gift will reach and support their cause quickly and efficiently. For full story, visit www.sloccf.org. 6
San Luis Obispo County Community Foundation 2009 Annual Report
AAUW – San Luis Obispo County Branches AAUW of San Luis Obispo in honor of women & girls* Anonymous (4) Georgie & Dave Arnold in memory of Chlora Mary Rust Catherine Baker Lyn Baker* Sharon Beko* Barbara Bell* William C. & Shirley Bianchi in memory of Martha Mendoza Johnston Linda J. Booker Family Trust Bonnie & Mac Brinton in honor of our daughters Nikki Brinton Jakins & Traci Hobbs Brinton* Wendy Brown* Nancy Bruno in memory of Antonina Meli* Karen Burish in memory of Rosella Burish Barbie Butz* Patricia W. Cairns Vicki Carroll in memory of Anna Paiarola Christine Cary & Joel McCormick* Mary Alice Chisholm in honor of Julia O’Grady Pollard Carlyn Christianson in memory of Marjorie Blaha* Lucia Vanderheyden Cleveland* Barbara Clutter & Betty Hesters Claudia Collier in memory of Harold & Jeanne Collier*
Carol Conway* Donna & Julian Crocker in honor of our daughters Kelly & Karen, and in memory of our mothers Mary & Mary Alene* Frances W. Davidson in memory of Ethel Simmons* Virginia deLaval Alison & John Denlinger in memory of Aldena Madruga Silva Nancy & Christina DePue* Pamela Dunlap in memory of Mary Fitch Sandy & John Dunn in honor of our granddaughters: Olivia & Sophia Taylor & Jayme & Maya Dunn* Denise Uhles el-Effendi Valerie Endres* Kathy T. & Bud Evans* Karen Flagg Vanessa & Warren Fujimoto in honor of our daughters: Colette & Wendi Fujimoto & Stephenie Bivens Stacy Gardiner in memory of Martha K. Smith Beverly & Bryan Gingg Patricia Gomez In memory of Eleanor Bell Gottesman Christina Hatch Lisa A. Hogarty, Attorney at Law Elizabeth Lamont Johnson in memory of Frances & Barstow Johnson Gail Johnson Grigger Jones in honor of my wife Alice I. Jones and daughters Carolyn A. Jones & Nancy S. Jones Anne Keller in honor of Gene Keller & in memory of Milton Lampe Lisa Kilburn* Dee Lacey* Liz Lee Sportswear Linda Lewis Noreen Martin Liz Maruska in memory of her godmother* Coleen Mattison* Diane & Pat McKeague* Linda Powell-McMillan* Carol & Leo Michaud In memory of Vivien C. Milburn* Mission Community Bank No. Co. Women’s Power Lunch Pacific Gas & Electric Nanci Lynn Parker in honor of Royce Eldridge Parker Barbara Partridge* Mike & DD Patrick in honor of their daughters Allison, Michelle & Elise, and in memory of Elaine Sloane Peggy Peterson* M. Ilda Pruneda in memory of Donald W. Haynes Leigh Ramirez* Linda & Barney Reitner* Kate Riggins* Michel Cam & Ann Robb* Ann Robinson* Dr. Marie E. Rosenwasser in memory of Diane Epstein* Rotary Club of Arroyo Grande Celeste Royer Betty Schetzer Anne Sinsheimer* Carol Sinsheimer* Jane Sinton* Jim & Norma Sinton* Julie Sinton Steve Sinton in honor of Norma Sinton Elizabeth “Biz” Steinberg* Barbara & Alan Stevens Pat & Steve Stevens* Toni Sullivan Liz Wagner Summer in memory of my mom, Marie Wagner Mary L. Talbot Johnine Talley* Paula Topley in memory of Goldie Bensilhe Su Tsao Natalie Wall, Esq. Susan & Helen Waterbury in memory of Brian Waterbury* Cindy Wittstrom
Responsive Taking the Community’s Pulse Leadership Fund – Action For Healthy Communities Providing both staff and funding, the Community Foundation led last year’s collaborative effort to coordinate a community assessment that tracks quality of life indicators over time for ACTION for Health Communities. Results will be released in 2010. For full story, visit www.sloccf.org. Cindy Wittstrom in memory of Grace E. Wittstrom Loretta Wofford in honor of my mother, sister, daughter, daughter-in-law, granddaughters, great granddaughters & those women who will follow Janice Fong Wolf* The Women Lawyers Association of San Luis Obispo County Mrs. Penny H. Woods* Hilda Zacarias & family in memory of Jacob Zacarias *Indicates their support as a Sustaining Legacy Leader ($250+ annual contribution) Legacy Leaders Anonymous (3) Libbie Agran Melissa Bachmann* Erika Bell in honor of Nlema Prevots-Wallen Nanci Bell Lucinda Borchard in honor of Willadean Borchard* Deborah Bowers* Sandra Boxer Dena R. Cagliero in honor of Rita Cagliero “Noni” Central Coast Roller Derby Central Coast Women’s League* Central Coast Women’s Tennis League* Marty Claus in memory of my mother, Virginia Freudenberger Claus, and my grandmother, Daisy Briscoe Freudenberger Katrin Colamarino in honor of my mother Selma Belenky, my grandmother Rose Burusasser, and my granddaughter Sara Schanzer* Sandy Copeland* Kathy Coull in memory of Tom Coull Jean DeCosta in honor of my mother, Mary A. Gray Jeanette Efird Mary Kay Eltzroth* Grenda & Bill Ernst in memory of Sarah Gronstrand & Catherine Ernst Marge Ernst in memory of my mother Pearl King Nancy Fairchild in memory of Eleanor Dunn Lee Anne Fisher Candace & Bert Forbes Ann Freeman Endowment Fund* Charles & Jennifer Fulbeck Gaye Galvan Jim & Elaine Gardiner Michelle Gaudette For corrections or updates contact info@sloccf.org
Marian Gautier in memory of her three sisters-in-law, Yvonne & Lavonne Martin & Mickey Gautier Barbara H. George Jane Harker-Gersten* Amy Gilman* Nella Girolo* Elizabeth Scott-Graham in honor of my daughter Laura Kate Webre* Estelle Romano Guarini Kathy Hannemann in honor of my daughters Erika & Jessica Terri L. Ikeda* Kaleidoscope Kids Preschool in memory of Kathrine Kirby Carol A. Kiessig* Bette Kulp Russ & Tina Levitan in honor of our daughters, Hannah & Lindsey Loose Leaves Book Club Lynn W. Lyon Foundation Jeannie V. MacDougall in honor of Mary B. Vaughn Elna Malzhan in memory of her mother, Lois K. Asada Anne McMahon Christina & Jonathan Mielziner Lou & Dean Miller in honor of their daughters, Carrie & Amy Miller* Betsey Nash & Marci Powers in honor of Lois Barber & Sweet Donita Ray PG&E’s Women’s Network Employees Association Jeanne A. Potter in memory of my mother Rossye Wiles* Joan Pruett Rabobank Rawlings Family Fund* Missy Reitner-Cameron* Anita Robinson Myracle in honor of Cipriana Pacheco Susan Rodriguez Rob & Laurie Rossi Joan Sargen Anneka M. Scranton, Ph.D* Beverley Sessa Anita Shower in memory of Manferd J. Shower Amy Sinsheimer Carol & Warren Sinsheimer in memory of Marion Sinsheimer Laurie Sinton in memory of Ruth Bryan* Pat Soulliere-Ochylski in memory of Bernice C. Soulliere* Pat Soulliere-Ochylski in honor of Grace Jean Ochylski
Susan Stenovec* Sioux Strebin & Annis Strebin in honor of Dilia, Yesica, Elizabeth & Yenifer Valenzuela Rosemary & Don Talley in memory of Hazel Talley Gail Tannehill in honor of her daughter Kimberly Dickson Tenet HealthSystems & Sierra Vista Regional Medical Center Darcie Thille* Kathy Hoelle-Tompkins in memory of Pam Fleming Cheryl & Benjamin Trosky* Mary Verdin in memory of Susan B. Gamlin* Debbie Wacker Minke WinklerPrins* Elaine K. Yin in memory of Sandra Yin Andrea Zeller in honor of my daughters Brenda & Amanda Zeller *Indicates their support as a Sustaining Legacy Leader Visionaries The Community Foundation is honored to recognize the following people for their philanthropic vision that provides for the future needs of the residents of the San Luis Obispo County. Charles & Susan Atlee Aaron & Lyn Baker Barbara Bell William R. Broadbent Wendy Brown Arlene B. Chandler Mary Jo & Henry DeSio Kathy & John Eichler Daniel DeGroot & Kim Conti David & Sandra Garth Bryan & Beverly Gingg Patricia Kohlen Wayne & Linda Lewis Clayton R. Marsh & George L. Villanueva Don & Liz Maruska Russée Parvin Richard & Carol Roberts Louis & Ann Robinson Anita Shower Jane & Stephen Sinton Ann Travers & Barbara Nordin Thomas A. Stein & Jill St. John Paul E. Yeager 6 Donors wishing to remain anonymous
Founders The following donors supported the beginning stages of our organization. Each founder contributed the “venture capital” to support our operational needs. M. Richard & Joyce J. Andrews Foundation in honor of Carrol R. Pruett Lyn & Jim Baker Barbara Bell Butz Construction, Inc. Vicki & Howard Carroll Paula & Chris Daman Alison & John Denlinger John DeVincenzo Ernst & Mattison Linda & Terry Fibich Morgan Flagg Family Foundation in memory of Lou & Lori Flagg Vel & Abe Flory Joan & Lawrence Foelker Ann C. Freeman Diane & Al Fritz Patricia Gomez & Frank Seiple Walter Clay Hill Clifford B. Holser Perry & James Jamieson Letha & Glenn Josephson Dee Lacey Carol J. Hanna, M.D.& Pamela J. Lee, Ph.D. Linda & Wayne Lewis Lisa E. Kilburn & James F. Maino Linda & Greg McMillan Lou & Dean Miller Kimo Pankey Barbara & John Partridge Carolyn & Michael Pineau Diane & Nick Pokrajac Joan & Carrol Pruett Laurie & Rob Rossi Carol & Jerry Santens Betty Schetzer Carol & Warren Sinsheimer Norma & Jim Sinton Jane & Steve Sinton Johnine & Brian Talley Rosemary & Don Talley Susan & Ke-Ping Tsao Cindy & Karl Wittstrom
2009 Board of Directors
Back row, L to R: Mike Miner, Lee Hollister, Bill Raver, Wendy Brown, Dee Lacey, Barbara Bell, Steve Jobst. Front row, L to R: Nancy DePue, Lyn Baker, Ann Robinson, John Dunn, Barbara Partridge, Barbie Butz, Nick Thille.
Visit the Community Foundation online at www.sloccf.org
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2009 Financials endowment growth
$3M 30,000,000
grants to the community
$3.5M 3,500,000
$3M 3,000,000
$2.5M 25,000,000
$2.5M 2,500,000
$2M 20,000,000
$2M 2,000,000 $1.5M 15,000,000 $1.5M 1,500,000 $1M 10,000,000
$1M 1,000,000
$500K 5,000,000
$500K 500,000
$0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
’00 $1,933,288 ’01 $4,256,079 ’02 $11,949,937 ’03 $15,308,969 ’04 $16,901,280 ’05 $19,051,739 ’06 $24,530,519 ’07 $25,938,114 ’08 $20,027,554 ’09 $24,242,480
$0 0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
’00 $173,752 ’01 $256,629 ’02 $418,380 ’03 $457,150 ’04 $1,697,998 ’05 $2,400,097 ’06 $3,368,805 ’07 $2,565,972 ’08 $2,263,848 ’09 $1,197,029
grants by area
FY 2009 REVENUE & SUPPORT Contributions Grants from other Foundations Other Operating Income Interest & Dividends Program Revenue
$3,806,178 $479,871 $4,087 $1,046,328 $19,946
Total
$5,356,410
FY 2009 GRANTS & EXPENDITURES Grants to the Community Foundation Operating Expense Special Fund Expenses*
$1,197,029 $677,170 $25,739
Total
$1,899,938
* Some funds incur expenses other than grants such as fund raising costs, awards and special events costs, etc.
Balance Sheet Fiscal years ending December 31, 2009 & 2008 ASSETS 2009 Cash & Cash Equivalents $3,507,307 Investments $24,248,522 Contributions Receivable & Prepaid $21,373 Furniture & Equipment (less depreciation) $18,078 Future Interests & Other Assets $279,689
2008 $1,957,921 $20,027,554 $3,336 $24,578 $249,038
Total
$28,074,968
$22,262,427
CURRENT LIABILITIES Accounts Payable & Deferred Revenue Organization Funds Net Assets
$381,775 $3,157,891 $24,535,302
$658,135 $2,326,074 $19,278,218
Total
$28,074,968
$22,262,427
Scholarships $240,650
Arts & Culture $154,717
Recreation $15,355
Community Enhancement $37,000 Environment $23,375
Human Services $252,077
Faith-Based Organizations $17,1000
Education $414,985
Health $33,297
Total
$1,197,029
Historic Preservation $8,473
PO Box 1580 San Luis Obispo, CA 93406 (805) 543-2323 phone (805) 543-2346 fax info@ sloccf.org
www.sloccf.org
2009 Audit Will Be Conducted by Caliber Audit & Attest, LLP. Audited statements available at the Community Foundation Office after June 15, 2010. Form 990 available on website, www.sloccf.org.
Design: Verdin Marketing Ink
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