2012Annual Report by The San Diego Foundation

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2012 ANNUAL REPORT

Vision for the Community Our vision is a community where generosity and civic engagement are valued and practiced by all people in service to the common good.

Mission The mission of The San Diego Foundation is to improve the quality of life in all of our communities by providing leadership for effective philanthropy that builds enduring assets and by promoting community solutions through research, convenings and actions that advance the common good.

Preserve the Past

Protect What’s Good

Create a Better Future

Values for The San Diego Foundation The San Diego Foundation has six values for our region – stewardship, community, collaboration, inclusion and equity, service, and legacy.

The San Diego Foundation Malin Burnham Center for Civic Engagement The Malin Burnham Center for Civic Engagement mobilizes the San Diego region in the quest for solutions to community issues. It is the hub of civic leadership in our region – a place that generates information and ideas, spurs vigorous conversations about San Diego’s future, helps launch ambitious initiatives, and contributes to the development of public policy.

www.sdfoundation.org

Table of Contents

Carlsbad Charitable Foundation celebrates Education Day at LEGOLAND.

Leadership Message

Center for Charitable Giving

Center for Civic Engagement

Community & Charitable Foundations

Volunteers 34

Our Greater San Diego Vision launch.

Live Here Give Here McLaughlin Membership Match Kickoff.

Financial Highlights

In Memoriam

Download a QR-Code reader and snap these codes throughout the Annual Report to learn more.

Leadership Message he past fiscal year marks a number of firsts and record-breaking successes for The San Diego Foundation.

Last fall, we unveiled The San Diego Foundation Malin Burnham Center for Civic Engagement and embarked upon an unprecedented engagement of the community through Our Greater San Diego Vision (OGSDV). In the end, we broke a national record in civic engagement for any visioning plan conducted in the United States. For this monumental success, we thank Bill Geppert, Chair of OGSDV. Bob Kelly, President & CEO and Jennifer Adams-Brooks, Chair of The San Diego Foundation.

The result of this community input was shared at our Annual Meeting where we also announced our first Vice President/Executive Director of the Center for Civic Engagement, BongHwan Kim, who will champion this effort by engaging community partners. We have also assembled a leadership committee led by Bob Dynes, PhD, to review and assess the various projects the Center will embark upon for the years to come. On the Center for Charitable Giving side, we also had many firsts and record-breaking events. This past fiscal year, 127 new funds were established which makes this a record-breaking year for the number of new donors – corporate, individual, foundations, and families – who established their charitable foundations to conduct great work in our region through The San Diego Foundation Center for Charitable Giving. We also conducted our first and the community’s largest giving campaign, giveBIG. During an unprecedented 36-hour fundraising effort, the community at-large, along with The San Diego Foundation match, raised $2.4 million with more than 6,000 gifts ranging from $25 to $20,000. All of these projects illustrate that the philanthropic spirit, which we call the “San Diego Way,” is ever-present and increasing in our region. The benevolence of our community and boundless generosity of our donors deserves a tip of the hat and a bow.

We hope you enjoy the pages that follow. We encourage you to also visit our website and interact with our first digital annual report with embedded video messages. This will allow our supporters to virally share our work through the “digital word” in an effort to inspire even more good in the year to come. We also invite you to download The Foundation’s App – which is a first as well for The Foundation and for all community foundations across the country. Together, we celebrate the year in review! We hope these successful illustrations of generosity inspire all of us to keep working towards the common good for all who live in our great region.

Bob Kelly

Jennifer Adams-Brooks

President & CEO, The San Diego Foundation

Chair, Board of Governors, The San Diego Foundation

The San Diego Foundation | Annual Report 2012

A hangglider soars into the sunset off the coast of Torrey Pines after the launch of Our Greater San Diego Vision at the 2012 Annual Meeting.

How to Give

CVCF Board Members with youth from grantee, South Bay Family YMCA.

Bob Kelly, BongHwan Kim, Duane Roth, Malin Burnham, and Garry Ridge at the Annual Meeting.

Endowment Funds allow donors the opportunity to provide a permanent gift to fund their passion or cause in perpetuity. Preserve your passion!

Non-Endowment Funds can address emergent needs by distributing the full amount in the fund. Meet critical needs!

Legacy Funds provide a holding place that instructs The San Diego Foundation on how to steward your charitable legacy when the estate matures. Leave a legacy!

Scholarship donations to new or existing funds help tomorrowâ&#x20AC;&#x2122;s leaders by providing scholarships today. Establish your own!

Community Foundations in 4SRanch-Del Sur, Carlsbad, Chula Vista, Escondido, La Jolla, Oceanside, Ramona, and Rancho Bernardo allow members to increase philanthropy for the benefit of all who live, work and play in these communities. Join now!

The San Diego Foundation Civic Leadership Fund builds a better community and plans for our future through leadership, research, convenings, and action plans to preserve and protect whatâ&#x20AC;&#x2122;s good and to develop a better tomorrow. Become a civic leader!

There are many ways to give. To develop your personal philanthropic plan, contact the charitable giving team at 619-235-2300 or by email at givingteam@sdfoundation.org.

The San Diego Foundation | Annual Report 2012

Center for Charitable Giving

Leadership Message

an Diego residents, nonprofits and corporations entrust The San Diego Foundation to make their charitable giving as effective and meaningful as possible. We conduct research and site visits to ensure the highest return on investment for the donorâ&#x20AC;&#x2122;s philanthropic dollar. The San Diego Foundation | Annual Report 2012

Center for Charitable Giving Endowment Funds Donors who choose to establish an endowment fund provide a permanent gift to fund their passions or causes in perpetuity. An endowment continues to grow because the principal portion of the gift is preserved and never granted. A portion of the earnings can be distributed or compounded each year, thereby preserving the assets to support a cause or organization for both current and future needs. This year, the following new endowments were established at The San Diego Foundation. While several are featured on the following pages, the complete biographical information for every endowment is available on our website at www.sdfoundation.org/endowments.

The Margaret Jane Anderson Memorial Scholarship This legacy scholarship fund was established by Margaret Jane Anderson to provide scholarships and educational assistance to young people with dyslexia or similar learning disabilities.

EHS Class of 56 Endowment Fund The Escondido High School Class of 1956 is a group of dedicated supporters of Escondido High School. They have established this fund as a pioneer effort in establishing an endowed class scholarship fund for graduating seniors at Escondido High School. It will enable the class to provide at least three scholarships to students each year who want to continue their education and pursue their dreams. As the endowment grows throughout the future, the scholarships will grow. The selection criteria emphasize the class’ desire to help students who might not otherwise be able to go on to further their technical and/or academic education.

Lolita Diñoso’s mission in life was to bring together San Diego’s Filipino community and keep the Filipino culture alive and thriving.

Lolita Diñoso Carter Endowment Lolita Diñoso Carter was born in the Philippines where she developed an interest in folk dance and the aspirations to be a teacher at a very early age. Lolita and her husband, Lindsay, moved to San Diego in 1962. Lolita founded the Samahan Philippine Dance Company (now Samahan Filipino American Performing Arts and Education Center). Lolita was dedicated to keeping Filipino culture alive and bringing together people of all ages in the Filipino community. She received innumerable prestigious awards – international, national and local. Her legacy will live on through the designated endowment established to support the Samahan Filipino American Performing Arts and Education Center.

The San Diego Foundation | Annual Report 2012

Employment & Community Options Legacy Circle Endowment Fund Employment & Community Options assists adults with intellectual disabilities and economically disadvantaged seniors to find and keep a job and to live as independently as possible. The Legacy Circle Endowment Fund will provide a safe, secure environment for those unable to help themselves – now and into the future.

Endowment Funds

The Cele and Lew Kipperman Foundation provides scholarships to graduating seniors from Coronado High School.

Courtney Wells, a second-year nursing student at Imperial Valley College, accepts $5,000 from the Margaret Lassey Nursing Scholarship.

Cele and Lew Kipperman Foundation

Salde & Encarnacion Mahal Family Foundation

This fund was established in memory of Cele and Lew Kipperman by their three sons Bob, Dick and Doug to provide scholarships to graduating seniors from Coronado High School. This scholarship replaces the Kippys’ Scholarship given since 1955 by Cele and Lew to a female student excelling in and interested in pursuing business as a career. This scholarship also recognizes the education and educators at Coronado High School where Cele taught from 1961 to 2003, was director of the ROP from 1983 to 1993, and where Lew and Cele’s three sons attended, graduated, and Doug taught from 1987 to 1999.

Zaneta and Myke established the Salde & Encarnacion Mahal Family Foundation to create a legacy of giving for their daughter Micah Mahal and all generations that follow. The Salde and Encarnacion names were included to honor the lineage and legacy of both families. Mahal is not only their daughter‘s name, it also means ”love“ in Tagalog. This foundation will be an extension of love and caring for causes improving the lives of persons in need and the world in which we live.

Margaret Lassey Nursing Scholarship Endowment Fund Norman and Margaret Lassey were married for 63 years before Margaret passed away from the effects of Parkinson’s disease at the age of 90. Margaret became an active volunteer in The Women’s Auxiliary of Pioneers Memorial Hospital in 1959. In 2004, she was presented an award from the Pioneers Hospital Foundation for her years of service with the Women’s Auxiliary. “The Margaret Award” has been presented annually in her honor ever since. Norman, their daughter Carol Greaves, and granddaughters Shelley Ridge and Christi McClain have established this endowment scholarship fund to memorialize Margaret’s devotion to the Pioneers Memorial Women’s Auxiliary, providing a nursing scholarship program in perpetuity.

Southern Girl Gives Fund supports those who suffer from domestic violence and supports women in business and animal rescue efforts.

Southern Girl Gives Fund This southern girl has a soft spot in her heart for several important causes which this fund supports including domestic violence prevention, as well as supports women in business and animal rescue efforts.

The San Diego Foundation | Annual Report 2012

Center for Charitable Giving Non-Endowment Funds Donors who choose a non-endowment fund address community needs. With the ability to grant various dollar amounts, a critical need may be addressed by distributing the full amount in the fund to support diverse, worthwhile causes and organizations. This year, the following new non-endowments were established at The San Diego Foundation. While several are featured on the following pages, the complete biographical information for every non-endowment is available on our website at www.sdfoundation.org/nonendowments.

Espero Foundation

Sam Ersan’s support of the Camera Lucida concert series at UCSD’s Conrad Prebys Music Center ensures that San Diego continues to be a premier site for classical music.

Camera Lucida The renowned Camera Lucida concert series at UCSD’s Conrad Prebys Music Center is made possible by the generosity of Sam Ersan who is so passionate about classical music that he established a fund at The San Diego Foundation specifically for its support. Sam first experienced live classical music at the age of 10 in Switzerland which began a life-long interest in music. Mr. Ersan humbly describes himself as a “Turkish guy who is overly passionate about classical music especially the piano trio and quartet repertoire.” In addition to bringing together exceptional San Diego musicians, Sam’s support of Camera Lucida is ensuring that San Diego continues to be a premier site for classical music performance of the highest quality.

The Dini Group Foundation This fund was established to support general charitable purposes.

The San Diego Foundation | Annual Report 2012

The ability to remain hopeful can be life-saving and life-changing. The Espero Foundation is a tribute to those who inspire us to have hope for the future through their acts of kindness, generosity and compassion. In particular, the Espero Foundation seeks to improve society for the next generation through support for programs focused on children’s health and wellness, creativity and innovation education, and youth community engagement. Special consideration is given to early stage nonprofits with entrepreneurial spirit and vision, and those which have demonstrated impact. The fund will fulfill the founder’s mission to embody and celebrate kindness, generosity and compassion, and especially HOPE, to make the world a better place for all.

The Fleet Memorial Fund supports organizations working in the field of education, specifically in the areas of science and medicine.

The Fleet Memorial Fund The Fleet Memorial Fund was established to recognize the deceased descendants of Reuben H. Fleet. All grants will be made in their memory. The fund will support organizations working in the field of education, specifically in the areas of science and medicine.

Non-Endowment Funds Martin LaScola Family Foundation The primary purpose of the fund is to assist homeless and/or abused children with relief and education.

The Leichtag Foundation Fund

The David Fulton Fleet and Andrew Carter Fleet Memorial Fund.

The David Fulton Fleet and Andrew Carter Fleet Memorial Fund This fund was established to honor the memory of David Fulton Fleet and his son, Andrew Carter Fleet, both of whom were lifelong residents of San Diego County. Dave and Drew cared deeply about maintaining San Diego’s natural beauty and strong sense of community in a way that would balance important environmental considerations with the resource and service needs of a growing population. The fund targets its support across multiple initiatives, including those focused on the environment and public education.

Josephine Jackson Fund The Josephine Jackson Fund was established to facilitate general charitable giving in San Diego County and Southern Oregon. The fund will focus on youth and firefighting activities – a passion of Frank Ault’s – as well as supporting individuals who are impacted by disasters or other tragic events.

Walt Kizer Charitable Fund The Walt Kizer Charitable Fund was created in memory of Walter C. Kizer (“Walt”) – an amazing husband, generous friend, committed Christian, incredible servant, and a “best friend” to thousands. Walt believed that education was pivotal to the growth and stability of our youth and that helping someone who was attempting to help themselves was one of the most amazing and constructive things a person could do. Before he passed, he and his wife established a scholarship after an attempt at adopting a child. He wanted to help inspire young children of color to dream and to see that dreams can come to fruition.

Building on the community contributions made by Leichtag Foundation founders Max “Lee” Leichtag and his wife, Andre “Toni” Leichtag, the Leichtag Foundation Fund is dedicated to combating poverty and increasing self-sufficiency for residents of coastal North County; supporting and inspiring vibrant Jewish life in coastal North County; strengthening education about the Holocaust and its modern-day lessons for tolerance, understanding, and civility; stimulating renewal, service, and social activism in Jerusalem, Israel; and building strong connections and relationships between San Diego and Israel.

Love The Life You Live Inspired by her nieces Chelsea Gernant and Chasidy Brooker, Heather Back established this fund to support organizations that provide hope, optimism, resources, and mentorships that encourage youth to live the life they love. Heather believes every child deserves the opportunity to fulfill a meaningful and enriched life despite economic and other life challenges blocking their road to bliss. Make-A-Wish San Diego and Big Brothers Big Sisters will receive grants from this fund in the near-term, and hopefully the list will grow as Chelsea and Chasidy discover their philanthropic passions.

Manna Charitable Foundation The Manna Charitable Foundation was established to help kids and prisoners with a second chance. The foundation is named after and inspired by Manna, a reference from the Bible about the wafer-like food that tasted like honey, which God provided the Israelites every morning as they wandered the wilderness for 40 years. Without this miracle food, many would have starved. This food from heaven and the assistance it provided resonates with the founder, who was forced out of his home at the age of 16 by his parents. The donor, who prefers to remain anonymous, has supported a number of programs targeting prisoners and has served as a judge to a prisoner entrepreneur competition for many years, which demonstrated to him that prisoners can be rehabilitated and become productive members of society. The San Diego Foundation | Annual Report 2012

Center for Charitable Giving Society, and has been an active donor to Smile Train, St. Jude Children’s Research Hospital, and Christian Children’s Fund (ChildFund). Derek hopes to expand his giving to additional organizations that address at-risk teens, alcohol/drug addiction and treatment, and homelessness. Derek is grateful to have grown up in such a wonderful community, honored to be affiliated with The San Diego Foundation, and strongly encourages everyone to give back in any way they feel is appropriate.

Rotary Club of Escondido After 5 Foundation Zach Goldman and Andrew Malk established an advised, nonendowment fund on behalf of their corporation as a commitment to conservation and a cleaner environment in the San Diego region.

Malk Sustainability Partners Conservation Access Fund

The Rotary Club of Escondido After 5 Foundation, one of the newest clubs in Rotary District 5340, was established to support the charitable purposes of the many nonprofits supported by the club.

The primary purpose of the fund is to support nonprofit organizations working to conserve San Diego’s biodiversity and ensure access to green spaces and natural areas for all generations.

Witt Matheny Fund Harry Matheny established the Witt Matheny Fund to continue the legacy of giving that he and Jerry Witt began together. Through the Witt Matheny Fund, Harry will continue to provide support to young people on the fringe of the community, empowering their individual passion in the performing and creative arts. The fund will also support a variety of charitable purposes throughout the region.

The Meezer Fund “Meezer” was the nickname of Danielle and Ray’s beloved dog Xena, rescued from the Humane Society. Xena’s warm and caring spirit serves as an example that all living things are worthy of nurturing and compassion. This fund is for any and all “underdogs” who deserve a fighting chance.

Derek Quackenbush Family Fund Derek Quackenbush established this non-endowment fund to provide support to charitable organizations in San Diego and abroad. Derek has been active in the community and has provided support to the Salvation Army, the San Diego Rescue Mission, the Humane

The San Diego Foundation | Annual Report 2012

Sean and Kyle Fuchs’ youthful and caring spirits live on through the positive changes their fund supports in their honor.

Sean and Kyle Imagine Fund The Sean and Kyle Imagine Fund was established to pursue Sean and Kyle Fuchs’ ideals of peace, love, integrity, and excellence, supporting projects and opportunities that align with their ideals. Kyle’s Court at Bonita Vista Middle School was resurfaced and redeveloped with two basketball courts where he played. In honor of Sean, the Imagine Mural at High Tech High Chula Vista is made up of six murals mounted on the front wall of the school to inspire students to cultivate peace and love. Future projects will focus on teaching self-awareness and compassion and about doing the right thing and always doing your best.

Non-Endowment Funds J.A. and Flossie Mae Smith Scholarship As a 50th wedding anniversary gift, friends and business acquaintances provided “seed” money to establish the J. A. and Flossie Mae Smith Scholarship to provide scholarships for full-time students pursuing agricultural studies. Mr. Smith’s business interests took him away from farming for a number of years, but he returned to farming in the Bakersfield and Central Valley area, remaining active into his mid-90s. Mrs. Smith was deeply involved in the training and showing of hackney horses, winning many awards in California and throughout the nation. The Smiths provided significant personal contributions to the fund as well, first awarding scholarships in 1973 which now total 158 scholarships.

The Eagle Fund preserves and protects the natural habitats of eagles and other raptors around the world.

The Eagle Fund This fund is designated for the preservation and research of eagles and other raptors, and protection of their habitats worldwide by working with individuals, industry, developers, educational institutions, and government agencies to ensure successful outcomes while protecting our wildlife resources.

Charlene’s scholarship encourages the pursuit of her passion, to provide the highest quality of early childhood education to all young children.

Charlene Tressler Memorial Foundation The Charlene Tressler Memorial Foundation has been established to honor Charlene, Child Development Associates’ founder and Co-Executive Director for 37 years, who passed away on March 29, 2011. Charlene was a spirited and devoted leader in the field of early childhood education on both the local and statewide levels. The intent of the scholarship is to support others who share and plan to study her passion, early childhood education.

UCSD Black Alumni Scholarship Development and Recruitment Fund The primary purpose of the fund is to support the growth of the UCSD Black Alumni Scholarship funds and to increase the number of black graduates at UCSD.

More New Non-Endowment Funds The following individuals have established a fund at The San Diego Foundation in order to support charitable organizations and fulfill their philanthropic passions. Stephen P. and Marjorie L. Cushman Fund Faith Foundation Buzz Woolley Fund II

The San Diego Foundation | Annual Report 2012

Center for Charitable Giving Legacy Funds Legacy funds often pay tribute to beloved family, friends and colleagues well beyond their lifetimes. The San Diego Foundation receives, administers and provides ongoing stewardship of estate gifts, ensuring that each donor’s intentions are honored forever. Lasting legacies can be created through a will, living trust, charitable gift annuity, charitable remainder trust, insurance policy, or qualified retirement plan. We provide expertise and resources so donors can create lasting legacies that remain for years to come. This year, the following legacy funds were established at The San Diego Foundation. While several are featured on the following pages, the complete list of these honorable legacies is available on our website at www.sdfoundation.org/legacy.

Elliott Family Children At-Risk Fund

Ann Burin Adult Dental Foundation supports adults in need of dental services.

Ann Burin Adult Dental Foundation Ann Burin experienced not having proper dental care and found there was plenty of free or affordable services for the maintenance and repair of children’s teeth but little to none for adults who needed the same care. This overlooked need inspired Ann to establish the Ann Burin Adult Dental Foundation to provide grants to organizations that offer dental, periodontal and/or orthodontic care to adults.

Celina’s Education Fund There is no greater joy than helping someone with their educational goals who could not afford to do so otherwise. Education is the universal shining light that offers hope and opportunity to excel in the world and contribute in a meaningful way.

The San Diego Foundation | Annual Report 2012

Bruce and Anne Elliott wanted to improve the lives of children in the Ukraine and other countries worldwide. The fund will be advised by their children, including their youngest son, who was adopted from the Ukraine. They have worked in the Ukraine for many years to support children on the street, worked at a government shelter, and ministered to girls in prison. They established Kiev Social Services which is the first facility and program for abused children in the Ukraine, and provided funding toward construction and ongoing operations of a private Christian orphanage that has helped hundreds of children. It is their passion that at-risk children will be cared for through a financial legacy that is administered by their children who share these goals.

Frank Gradijan‘s Scholarship Fund Every person deserves the opportunity to positively contribute to their environment, pursue their passions, see the realization of their dreams, and achieve personal success. They should not be limited in life by the access to a quality education based solely on affordability through no fault of their own. The Frank Gradijan Scholarship Fund hopes to provide all high school graduates with an equal opportunity for a quality college education. The fund provides scholarships to economically disadvantaged children and young adults – without regard to race, religion or ethnicity – who want a college education so they can make a contribution to this world but simply can’t afford it. Scholarship awards are based upon the student’s commitment to work hard and learn while in school and their dedication to follow their dreams in later life.

Legacy Funds George and Setsuko Kusaka Fund Setsuko Kusaka was born in Stockton, California. Her life took many unexpected turns, including a forced stay at a Japanese-American internment camp during World War II and a five-year return to Japan. Setsuko was introduced to her husband, George Kusaka, by mutual friends. George was a successful potato farmer in Idaho and grew tomatoes and strawberries in San Diego. While the Kusakas did not have children of their own, their legacy scholarship will provide multi-year assistance to needy students in San Diego County.

Neumann Family Foundation Arthur and Marilyn Neumann have been involved with many nonprofit organizations as volunteers and donors throughout their lives. Their legacy fund was established to ensure the continuation of their support to select organizations in perpetuity. Arthur and Marilyn have also dedicated a portion of their endowment to enable The San Diego Foundation to address the highest priority needs in the arts and culture community.

The Dr. Raymond R. Stelzner Scholarship Fund supports graduating high school seniors planning to major in science, technology, engineering or mathematics.

Dr. Raymond R. Stelzner Scholarship Fund Dr. Stelzner established this endowment fund to provide scholarships to graduating high school seniors who will major in science, technology, engineering, or mathematics. The scholarships from his fund are intended for students who otherwise would not be able to attend a college or university.

More New Legacy Funds The following individuals have established a fund at The San Diego Foundation in order to support charitable organizations and fulfill their philanthropic passions. The Achord Family Fund Dexter Legacy Fund

Guido Munch St. Vincent de Paul Village Endowment Fund

Patricia Fore Women’s Resource Center Endowment Fund

Patrick O’Reiley Freedom from Religion Foundation Endowment Fund

T. Heyden Legacy Fund

Minas Savvas Father Joe’s Villages Endowment Fund

Robert Hyman Fund Rosamond Loomis Scholarship Endowment Fund The Ralph and Elinore Mazza Girl Scout Endowment Fund Jeffrey E. Miller Trust

Carol Sommer USS Midway Museum Endowment Fund Stephen Tamor San Diego Hospice Endowment Fund Karen Wahler Scholarship Fund for Teachers

The San Diego Foundation | Annual Report 2012

Center for Charitable Giving

Karlene Newman and Walter Gutjahr at The Foundation’s Legacy League Luncheon.

Judith Swink, Thomas Crane and Barbara Crane at The Foundation’s Legacy League Luncheon.

Legacy League The following individuals have chosen The San Diego Foundation to provide longterm stewardship of their charitable wishes by including The Foundation in their estate plans. Thanks to each of you for leaving a lasting legacy by supporting our community for years to come. Please note this is a comprehensive list of all legacy league members and includes donors who are both living and deceased. Ruth Burkhardt and Bill Geppert at The Foundation’s Legacy League Luncheon.

Tony and Kathleen Abbott

Clifford and Sara Achord

Darrell Bailey and Miriam* Pollard

Tom Adler* and Louise DeCarl-Adler

Kenneth and Ginger Baldwin

Barbara Ainge

Dr. Carole L. Banka

Clarissa Beerbower*

Alberto and Maria Barbosa

Edwin and Nancy Lee Bradley

Noel Allan

Silvia Berrios

Mayme Barnes*

Robert Bradley

Julie Allen

Linda Bethel

Leon Baron*

Martin Breslauer

Leonard B. Allen*

Mollie Bigger

Victoria Arthur Baron

Daniel* and Althea Brimm

Jeanette Amen and Steve Martin

Vincent and Betsey Biondo

John and Loo Ann Barrett*

Louise A. Broderick*

Leslie J. Blain*

Michael and Laura Andrews

Patricia Barrett

Mary Ann Blair

Everett and Rosemarie Brown*

Lyn M. Angene

Gerald G. and Janet K. Barstow

Albert Blaylock*

Frank* and Marilyn Brown

Alfred F. Antonicelli

Elizabeth A. Bartsch

Anthony Block

Fred Applegate

L. Bruce Brown and Jan LaCombe

James and Mindi Arnold

Charles Bates

Pat and Ellen Boemer Beverly Boggs

Sylvia Brown

Joan Austin

Kenneth S. and Bonita A. Baumgartner

Clarence and Barbara Borns

Sandra Brue

The San Diego Foundation | Annual Report 2012

Rick and Denice* Bay

Tom and Doris Boruszewski

Stephen and Michele Beck-von-Peccoz

Eugene* and Barbara Bowman

Helen Grayson Beebe*

Joan Brackin

Dr. Douglas and Helen Boyden

*Deceased

Legacy League Members Ann Burin

John and Joyce Del-Zio

Ruth E. Burkhardt

Charles Dexter

Esther Burnham

Dr. George and Billee* Gerrodette

Barbara D. Hendrix

Wayne E.* and Edith E. Gilbert

Dan and Roberta Henry* Wallace and Barbara Henshaw*

Mark and Susan Hennenfent

Malin and Roberta Burnham

Dr. William and Patrizia Diamond

Drs. David and Sharon* Burt

Jim Dickinson

Avelino* and Mary Alice Gonsalves

Leonard Busch

Donald Dierks*

William Goodridge

Gerald and Jane Heveron

Richard Forhan Cahill

Harold and Penelope Dokmo

Charles and Rhona Gorder

Theresia M. Heyden

Nancy E. Calvert

Kenyon E. Donohew and Ellen J. Kippel

William Gottsdanker*

Ingrid and Joseph* Hibben

Betty Buffum Gouraud*

Anne Hoffman

Pearl Donohue

Brian and Cindy Gowland

Jerry and Ingrid Hoffmeister

Kim Doren

Frank Gradijan

Lois L. Honeywell*

Heidi Dorman

Captain Ralph and Dorothy Grahl

Mrs. Quinn Hornaday

Patricia R. Cammett Leon and Mary Lou Campbell Ruth C. Campbell* Kenneth and Deni Carpenter Donald and Margaret Carroll*

The Dreisbach Family

Robert Horsman

Anthony and Marlene Dubreville

Granowitz-Lees Family Trust

Eloise Duff

Ralph Green

Jack and Dorothy* Dumas

Allen and Ruth Grimwood*

Douglas and Eleanor T. Duncan

Dr. David and Barbara Ann Groce

R. J. and Vymean Duong-Kelly

Rebecca Grossenbacher

Bill and Blayne Chenoweth

Ben and Kate Echeverria

W. Robert and Mary Jane Cherry

Paul Ecke, Jr.*

Donald B. and Doreen M. Gurland

Bruce Elliott

John and Mindy Gurrera

Harold and Madeline Jacobs

Heather Chisholm-Chait

Emil and Esther Guttman*

Ingrid L. Jacobs

Col. Robert A. Churley*

Mary E. Erlenborn and Thomas E. Templeton

Louise M. Jacobus

Lynn Cihak

Lee Carson Estes

Edward and Genevieve Haddon*

Guy Clum

George P. Ewens*

Henry R. Hague, J.D.

Peter Janopaul

Larry W. Cohen and Eleanor Coberly Cohen

Danah H. Fayman

Edith R. Hakes*

William Johns

Gary and Marilyn Fingerman

Jerry and Jill Hall

Diane Johnson

Tina Hansen

Dr. John Johnson

Susan Fleet Welsch

Virginia Hargarten

William and Christina Johnson

Dan W. Conway

Stephen and Carol* Fletcher

William Wesley Harris*

Charles Norris Jones*

Bruce Coons

Willis and Jane Fletcher*

Mary F. Harrison

Joel Estrada Joves

Madison and Edith Cooper

Stephen and Kathleen Flick

Phyllis Hartman

Mildred Cooper*

Harry and Doris Florentine*

Albert T. Harutunian III

Nancy Olmstead Kaehr and Michael G. Kaehr

Roger C. Cornell, MD

Patricia Fore

Kathryn Crippen Hattox

Kay Kaiser

Bette Costello

Eugene and Joan Foster*

George W. and Paula Hauer

Stanley N. Kamath

Carlton Luke Crain*

Dr. Peter and Carol Frank

Nancy E. Hawkins

Harv and Nancy* Kauffman

Charles B. Cram*

Ruth A. Hayward

Bob and Debi Kelly

Loch and Clare* Crane

Thomas C. and Lilyan B. Frank*

Thomas and Barbara Crane

Dr. Robert S. and Elizabeth J. Heighton

Frederick and Karen Kiko

Maria Frase

Don and Leslie Crawford

Patrick and Joan Fulton

Gerald T. Heintzberger*

Anna M. Curren

William H. and Judith M. Garrett

Joseph and Melva Heinzel*

Philip M. and Detty June* Klauber

Polly Henderson

Vernon and Kristine Kneib

James C. Gates

Doris L. Hendren*

Al and Donna Gebhart

C. Jack and JoAnne Hendrickson

Louis and Donna Long Knierim

Phillip and Joan Carskaddan William* and Deborah Gann Carstens Thomas H. and Rubie Eileen Chapman Raymond M. Chavez and Rupert L. Keesler, Jr.

Dr. Clifford and Carolyn Beall Colwell

Rudy and Shelby Currie J. Dallas* and Mary Clark* Mark and Loraine DeHuff Michael and Janet Delaney

Frank* and Leslie Germano

Adrienne Green

Michael House Marjorie Howard-Jones Janis Peters Hurt* Beatrice Hutchinson* Dr. Robert Hyman David and Betsy Imper Craig and Rebecca Irving Dave Jackson

Enid M. Janeck

Grace Klauber*

Curtis and Nancy Koch

The San Diego Foundation | Annual Report 2012

Center for Charitable Giving Allan and Glenda Koljonen

Ralph and Elinore Mazza

Jim and Linda Nordstrom

Kenneth Rearwin*

Ivor Kraft

Lisa Louise Mazzola

Thomas E. Nordstrom

Carol A. Redding

Edwin and Julie Krummenacher

Michael and Tort McCarter

Mary Elizabeth* and Mary Gaylord North

John and Ruth* Reed

Wilson North and Patricia Higgins

Dorothy Bieber Reich*

Burton* and Catherine Kuck

Edward McEvoy

Karen M. Ladner and Todd R. Stone

Matthew and Jean McLaughlin*

Gwen Laidlaw

Grace Mecklem

Rozella E. O’Bryant*

W. Daniel and Yvonne Larsen

Samuel Merkowitz*

Paul* and Luisa Larson

Meldon H. Merrill

Colleen and Lawrence O’Harra

Henry and Jindra Lasch*

Leni Michael

Norman A. and Margaret C.* Lassey

John and Herberta Miles*

James H. Lauer, Jr.* Doris Leary* Mark D. Leff

George and Margaret McDaniel

Dr. Maurice and Ree Miller Timothy S. and Debra L. Mills Jane Minshall

Farley and Erma O’Brien*

Reuel Olin and Robert Grinchuk Diane Olivo Craig and Jean Olson Patrick O’Reiley Thomas T.* and Barbara Oyler

Robert and Joan Reese Jeanette Reynolds Lucinda Ribant Larry and Cathy Richman Thomas B. and Elizabeth Robertson* Kathryn L. Rockey Ross G. Rose Lilly Rosengren Martha Roth Leo and Amparo Rotter

Donald and Charlotte Leiffer*

David L. Mitchell and Judith L. Bradley

Sonja Leraas

Randall and Carolyn Mitchell

Fred* and Jenny Lewis

William* and Patricia Moises

Tom and Terry Lewis

George and Crystal Palmer* Joan Parker

Stuart Rubaloff*

Doris Liang

Michael and Rebecca Montgomery Mary Moore

John and Weslie* Parker

Lloyd and Ilse Ruocco*

Joan L. Lieffers*

Don and Rita Morgan

Sidney and Beatrice Parnes

Mary Manning Rutland

Phil and Kay Liles

Neil* and Judith Morgan

Ann Parode Dynes

Henry Saleebey*

Rodger and Mary Lindsay

Helen Moriarty

Smith and Phyllis Penick*

James H. Sands

Terry Lingenfelder

Jean Persons

George Sardina, M.D.

Allan and E. Frances Lolly

Steve L. Morrison and Lisa M. Baird

Jeff Perlis

Lou Sangiolo*

Jerry and Patti Link Barbara Loomis

David and Frances Morse

Marshall and Pamela Saunders

Rosamond L. Loomis

Frank Motlagh

Carl and Beth Petersen Family

Harriet Loros

Milo R. and Jeanette H. Peterson

Sara G. Saunders*

James Mousel

Robin Low

Guido Munch

Robert and Hollyce Phillips

Phil and Shauna Schneider

Cary Lowe and Trish Butler

Kevin and Miriam Munnelly

John Pickard*

Frances M. Schultz

Elizabeth Lowen*

Marianne Munsell

Teresa Plumer*

Martha Lydon*

Thomas Murphy*

B. James and Peggy Polak

Charles Scott and Jacqueline Crowle

David A. Lynn

Isabelle D. Murphy-Dineen

William and Blaise Pope

Nancy Lynch Scott

Ray and Marilyn Lyttle

Gerald Murrie*

David* and Kathleen Porter

Marsha Kay Seff

Graham MacHutchin

Lois Navarro-Nelson

Oliver Porter*

John and Jane Selck*

Bruce D. and Cynthia L. MacLeish

Alice Neace*

Steven R. Prewitt*

Andrew Nelson

Brian Coleman Malk

Helen Nelson*

Christopher and Charlene Pryor

Morton* and Florence Semelmaker

M. Ross and Carol N.* Mallette

Howard and Irene Nelson

John Purdin

Celina Shands Gradijan

Don E. Malone

Robert E. Nelson

William Purves

Jocelyn G. Shannon

Linda Mapes

Arthur and Marilyn Neumann

Deborah A. Quiett

John and Lois Martin

Stephanie Neves

William R. Martin*

Ronald F. Newby

Rob Quigley and Kathleen Hallahan

F. Walter and Marlene* Shaw

Harry M. Matheny

Jack and Jayne Newlove

Dan and DeAnn Maurer

Karlene Newman-Gutjahr

Andrew Mauro

Harriet Newmark*

The San Diego Foundation | Annual Report 2012

C. J. “Pat” Paderewski*

Arthur P. and Sandra L. Rowsell Cecil Royce James W. Royle, Jr.

Minas Savvas

Wayne and Cheryl Seppala

Jim and Norma* Shiner

Jan and Judith Radke

Arthur R. Shipman*

Andy and Tina Rathbone

John and Marylou Shoemaker

Jack and Caroline Raymond

*Deceased

Legacy League Members

Janet and Michael Delaney at The Foundationâ&#x20AC;&#x2122;s Legacy League Luncheon.

Bob Kelly addresses new Legacy League members.

Dorothy Shumway

John and Marilyn Stickney

Barbara Walbridge*

Dr. Gerald and Una Yakatan

George and Helen* Silvani

Marlo L. Stil

Donald and Alta Waller

Theo and Evelyn* Yakel

Stephen M. Silverman

Edward R. Stokes

Steve Wallet and Lisa Rini

John and Jessie Simmonds*

Carl and Masako Streling

Helen Walton

Phyllis C. and William E. Zamboni*

June Singer

Mark Hayes Stuart

Phil and Rusty Ward*

Lawrence E. Zeiger

Elizabeth Smallfelt

Carolyn Wardell

LeAnna Zevely

Nina Smart

Richard L.* and Joan L. Sturgeon

Mary Lou Washatka*

James Ziegler

Betty Smith

James* and Carol Sugg

Priscilla Webb

Melba Zihrup*

David M. Smith

Edward and Ethel Sweed

Linda Webster

Jacquelyn E. Zustiak

Donald R.* and Norma L. Smith

Judith Swink

John B. Weil

David and Lynn Tagge

Janice Weinrick

Ron and Cheryl Smith

Sam and Barb Takahashi

Steven and Joyce Welch

Colonel Sherman and Lady Smith

Stephen Tamor

Antoinette H. West*

Marie Taylor

William* and Marilyn Smith

Vernon* and Mary Taylor

Dr. Charles E. and Judith A. Wheatley

Gary Grahn* and Joyce Snell

William and Carolyn Taylor

Donald and Pauline White*

Fred and Lucile D. Teifel*

Leland D. White

Catherine Y. Telford

Lois Wick-Clausen*

Jean Terlouw

Knox and June Williams

Martin Thompson

Mark and Katherine Winkler

Barbara Snodgrass-Mau Carol C. Sommer David Spainhower Donald and Peg Spanninga Earline G. Spinney Judith A. Spratt Nikki St. Germain Arthur* Dwight E. Stanford* Kathryn Stark Robin Stark

Muriel Timossi Walter and Marilyn Tom Dr. William and Ruth Treat Gene and Celeste Trepte Donald and Marie Van Ness* Allen Van Norman*

Zae Winter* and Ruth Rollins Ben and Kim Wisckol Richard and Martha Witz* Dr. Richard and Lucy Wold David A. Wood

Thelma Starkey*

Joseph Vincent* and Rumi Rice

Colonel Oscar and Evelyne Steinberg*

Ethel Vossberg*

John and Shirley Worobec

Karen Wahler

DeVere and Billie Wright*

William A. Waite

Jean Wright-Elson

Raymond R. Stelzner Joan Marie Stevens*

Gary and Maureen Wood

The San Diego Foundation | Annual Report 2012

Center for Charitable Giving Corporate Giving Companies know that there’s more to being in business than just making money. In today’s business climate, corporate social responsibility is as important as the top line. In fact, it can be a key strategy to revenue generation and keeping employees and shareholders engaged. Consider these facts: Customers with a favorable impression of a company’s charitable activities are three times more likely to be loyal customers. Employees who believe in their company’s philanthropy are five times more likely to remain with that employer. 82% of shareholders are influenced by a company’s corporate citizenship reputation when deciding whether or not to buy that company’s stock.

The San Diego Foundation is proud to partner with a number of corporations that call San Diego home to enact their corporate giving strategies. These companies know the value of giving back into the communities in which they do business, and The San Diego Foundation is their trusted partner in philanthropy to ensure their charitable dollars make a difference in the community while supporting their overarching business goals. Corporate giving services include: • Corporate giving strategy development • Full-service grantmaking support, including community research and site visits • Employee matching gifts and scholarship programs

• Consultation on best practices in corporate philanthropy and social responsibility • Complete back-office services including accounting, investment and tax preparation

Amylin Pharmaceuticals Life Technologies BIOCOM CareFusion Cox Communications Del Mar Healthcare The Dini Group Gen-Probe H.G. Fenton JMI Sports

Malk Sustainability Partners Pacific Western Bank Qualcomm The San Diego Padres TaylorMade Golf US Bank WD-40 Company

WD-40 Company donated 10 cents per can from their limited edition Military Collectible Series to charities that support veterans.

The San Diego Foundation | Annual Report 2012

DEE Events/Highlights Donor Experience & Engagement The San Diego Foundation’s Donor Experience & Engagement team serves to enhance interaction and mutual understanding between donors and the organizations they support. We are committed to delivering outstanding service and facilitating meaningful connections between like-minded donors, the community and The Foundation. We recognize and celebrate donors’ generosity and the difference it makes for our region and beyond. Our team is also dedicated to developing tools and resources to provide donors with the best charitable giving experience possible. We embrace innovation in our work and delight in sharing new approaches that leverage The San Diego Foundation’s community knowledge and philanthropic expertise for the benefit of our donors. Donors participate in a range of signature events, convenings, site visits, and educational forums that facilitate knowledge of community issues, trends in philanthropy and help to celebrate generosity. We appreciate and take pride in the opportunity to help build our donors’ charitable legacy.

Renee and Duane Roth at the 2012 donor recognition dinner featuring Darlene Shiley.

Jennifer Adams-Brooks, Deborah Szekely and Margaret Williams at the donor recognition dinner.

Sue Randerson and Conny Jamison at the 2011 Climate Initiative reception.

Tom and Loretta Hom at the 2011 Annual Meeting looking at the Hom Family Fund storyboard.

The San Diego Foundation | Annual Report 2012

Center for Civic Engagement

he San Diego Foundation is a trusted convener of public, private and nonprofit leaders and organizations to steward the greater good of our region. Our community leadership is felt by individuals, nonprofits and communities that require services, and the grantee organizations that provide them.

Programs, Initiatives and Research The San Diego Foundation Malin Burnham Center for Civic Engagement The San Diego Foundation Malin Burnham Center for Civic Engagement aspires to be the catalyst of unprecedented civic participation for the common good of our region. A thriving, prosperous society depends on an informed and engaged citizenry that seeks knowledge and skills to become informed and then actively participates.

Through workshops held across the county, Our Greater San Diego Vision gave the public the opportunity to plan for the future of our region.

John, Roberta, Malin, Esther, Cathe, and MaryBeth Burnham in front of Malin’s building dedication plaque.

Bill Geppert leads a workshop of community leaders to discuss potential goals and impacts of the Vision.

The San Diego Foundation is poised to help address the issues that truly matter to our region as defined in Our Greater San Diego Vision. We convene leaders with broad subject matter expertise to align our programs and initiatives to the identified needs of our region today and for years to come. The priorities of the region’s residents identified in the engagement process will help guide the work of the Center for Civic Engagement, which has been made possible by generous contributions from Malin Burnham and all of our building donors.

Your Vision. Our Future. Proudly facilitating Our Greater San Diego Vision on behalf of the region’s residents.

Record-breaking engagement summarized in the Our Greater San Diego Vision report.

Thanks to the following Community and Corporate Partners for underwriting this imperative effort – Malin and Roberta Burnham, Ron Fowler, Bill Geppert, Joan and Irwin Jacobs, Connie Matsui, Scott Peters and Lynn Gorguze, Buzz Woolley, Bank of America, Bridgepoint Education, Cox Communications, Legler Benbough Foundation, the Leichtag Foundation, Qualcomm, Inc., the San Diego Regional EDC, Strategic Communications, and the Sycuan Band of the Kumeyaay Nation. The San Diego Foundation | Annual Report 2012

Center for Civic Engagement Civic Leadership Fund The San Diego Foundation Civic Leadership Fund will support The Foundation as it: identifies the critical challenges facing our community; publishes research that illuminates those challenges; holds public forums as platforms for informed public dialogue; convenes task forces to accomplish ambitious action agendas; and, most important of all, engages the community to work together in a civil and progressive manner as we plan for the future of the San Diego region.

Civic Leadership Fund contributors enjoy exciting performances by Eveoke Dance.

$1,000+ Regional Leader Anonymous Jennifer Adams-Brooks

$10,000+ Civic Philanthropist Anonymous (2) The Beyster Family Foundation Fund IV J.F. Beyster Fund M.A. Beyster Fund Dr. Clifford and Carolyn Beall Colwell David and Peg Engel Danah Fayman Willis and Jane Fletcher Family Fund Jerold and Jill Hall Hervey Family Fund Nancy Olmsted Kaehr and Michael G. Kaehr Fund Marisla Foundation Merci Fund

$5,000+ Civic Leader Anonymous Darcy and Robert Bingham James Cahill Daniel and Patricia Derbes Bill Geppert Kevin Harris Henry and Carol Hunte Jewish Community Foundation Leichtag Foundation The Legler Benbough Foundation Garry Ridge

Dr. Ted Chan and Diana Loo Dr. R. Jeffrey and Carol Chang Roger C. Cornell, MD Gigi Cramer, In Memory of my beloved mother Dr. Grace H. Guin Dr. Sandra Daley and Joseph Carmellino The Bob and Ann Dynes Charitable Fund Gay and Lesbian Fund for San Diego Daniel and Marilyn Herde Joyce Gattas, PhD Conny Jamison Robert K. Jensen, In Memory of Patricia H. Jensen Judy Jones-Cone Bob and Debi Kelly Muller Family Foundation Thomas and Irene Oberbauer B. James and Peggy Polak Derek J. Quackenbush The Raymond Foundation Fund John and Anna-Marie Rooney Kent H. Swedell Adrienne and Juan Vargas Glenn and Mercedes Warner Mandell Weiss Charitable Trust Mark and Kathy Winkler

$25 - $999 Community Leader Anonymous Fund

Dr. Ivor and Colette Carson Royston

Donald and Erendira Abel, In Honor/Memory of Louie A. Rodriguez

Deborah Szekely

Theresa B. Acerro

James and Kathryn Whistler

Dr. William C. and Kathleen Adams

The San Diego Foundation | Annual Report 2012

Programs, Initiatives and Research Eduardo and Ruth Ambriz

Karen Ladner and Todd Stone

Claire Anderson

Donald P. Lang, Esq.

Trudy Armstrong

Dan and Yvonne Larsen

Heather Back

Dr. Stanley Levenson and Kay Pantelis

Keely A. Bamberg

Mitzi and Rafael Lizarraga

Bill and Sharon Beamer

The Lorenzo and Isaias Learn to Share Fund

William Beckman and Connie Matsui Beckman

Elise Lowe

Karen Begin

Mabon Willis Fund for the Arts

Daniel D. Beintema

Carol McAvoy

Moira Berman

James and Victoria McIntyre

Larry Bland and Colleen Oâ&#x20AC;&#x2DC;Harra

Dr. Margaret and Paul I. Meyer

Dr. Douglas and Helen Boyden

Denise Montgomery and David Urso

Sadie Brinton

Bridget Murphy

Wes and Karla Brustad

Christina Navarro

Lindsay Caddel

Evelyn R. Noderer

Pete Garcia and Beth Calendar

Melvin and Amy Okamura

Michelle Caparas

Hal and Mary Orr

Constance M. Carroll, PhD

Vanessa Oshiro

Kay Chandler

Sigrid Pate-Butler

Stephen and Sheryl Helvie Costello

Tim and Lori Pfeiler

Captain & Mrs. Thomas C. Crane

Charlene, Chris and Chloe Pryor

Esmeralda Cuevas-Anderson

Johnny F. and Susan E. Quinn

Otto Delacruz

Marisa Aurora Quiroz

Michael and Janet Delaney

Nancy Robertson

Michael and Zaneta Salde Encarnacion

Michael Rom and Vanessa Nieves

James and Kerri Favela

Barbara Sawrey

Sammy Feuerlicht and Susanne Simpson Living Trust

Mike and Nuria Shariffi

Jean Fort

Robyn Sharp and Gabriel Chatten

Wyn Furman Amanda Greechan

John & Mary Lou Shoemaker, In Honor of Malin Burnham

Groce Natural History Endowment Fund

Lon D. Showley

Victoria Hamilton

Rafael and Blanca Soto

Leslie B. Harrington

Dr. Alan and Nancy Spector

Ross and Jennifer Harter

J.A. Spratt

Nicola Hedge

Melody Grace Stuart

Jerry and Ingrid Hoffmeister

Walter and Marian Turner Family Trust

Margaret Hollenbeck, In Honor of a dear friend, Jennifer Adams-Brooks

Wendy Urushima-Conn

The Hom Family Fund

Steve and Amy Walling

Maria Houchin

Stephen Wax and Laurie Price

Rudy and Tracy Johnson

Leon and Margaret Williams

James Justus

Andrew and Carisa Wisniewski

Rolandas Kausas and Simona Valanciute

Carol and Herman Wong

Anne Kilpatrick and Stephanie Van Zant

Michael Worley and Allison C. Alberts

Evelyn Weith Klees

Michael Yee

Nikki Kolupailo

Dr. Emily Young and Dr. Serge Dedina

Bernard Kulchin and Paula Taylor

Joshua and Janet Yu

Miguel and Jackie Lackenbacher

Meryl Zwanger

Bill Virchis

The San Diego Foundation | Annual Report 2012

Center for Civic Engagement Friends of The Foundation The Friends of The Foundation giving levels allow donors to contribute in modest or significant amounts. Once compiled, these individual gifts multiply to provide resources. By joining hundreds of other Friends, members enhance the quality of life for all San Diegans â&#x20AC;&#x201C; a priceless investment. The New Childrenâ&#x20AC;&#x2122;s Museum warmly welcomes Friends of The Foundation for an exclusive event featuring the newest fall exhibits.

$5,000 Partner Frank H. Ault Non-Endowment Fund

Gail W. Hanna, In Memory of John W. Hanna Jerry and Joan Jones Chris and Julie Keeney

$1,000 Patron

Dr. Margaret and Paul I. Meyer

Dennis Arriola and Janet Winnick

Truist

The Cambon Foundation Clelland Advised Fund Collato Family Fund Steven and Celeste Cowell Ronald and Janice Brooks Gary Benjamin and Ann Haddad Holly McGrath and David Bruce Steven R. and Lera B. Smith Fund David and Phyllis Snyder Adrienne and Juan Vargas

Christopher M. Schrobilgen Mark* and Karen Zatt

$100 Friends Jennifer Bhavnani Phillip and Joan Carskaddan Travis Clancy Dr. Amethyst Cureg and Roberto Cruz Joan M. Davis Dr. Asha and Chris Devereaux Kimberly Doren

$500 Contributor

M. Kathleen Dye, In Memory of Don Giddings

Phillip and Janet Banks

Leslie B. Harrington

Dr. Ted Chan and Diana Loo H. Patricia Don Vito Duane and Susan Drake Willis and Jane Fletcher Family Fund III William and Patricia Moises Fund Robert and Hollyce Phillips B. James and Peggy Polak

Brian and Lori Finch Jerry and Ingrid Hoffmeister Captain Charles and Jo-an Howe Robert Hutsel Dr. Stanley Levenson and Kay Pantelis Don and Rita Morgan Kevin and Miriam Munnelly

Walter and Marilyn Tom

Julia Querin, In Honor of Sing Your Song Youth Musical Theatre Productions

United Way of San Diego County

James W. Royle, Jr.

$250 Ally

Thomas B. Schaide

Alberto and Maria Barbosa Family Trust

Danielle C. Valenciano

Dr. John and Libby Carson

Wells Fargo Community Support Campaign

Craig and Meredith Garner

Joshua Yu, In Memory of Grandma Nancy Tjendra and my father, Jie Kie Noan

Charles and Marcela Smith

* Deceased

The San Diego Foundation | Annual Report 2012

Programs, Initiatives and Research Fund for the Common Good The San Diego Foundation’s core mission is serving the common good of the San Diego region. The Foundation monitors all areas of community need and distributes grants to meet those needs from the Fund for the Common Good. We are grateful for the visionary donors who entrust The Foundation to deploy monies to address the needs of the region through discretionary funding. Based on our community knowledge and research, the Fund for the Common Good supports a wide variety of subject areas.

Anonymous #4 Endowment Adelaide Allen Fund Gertrude H. and Arthur C. Anderson Fund Animal Welfare Fund Alfred Frank Antonicelli Fund The Fred Applegate and Family Fund Herbert L. and Marcella D. Beckett Fund Leslie J. Blain Endowment Fund Blasker-Rose-Miah Fund Althea and Daniel Brimm Fund

John J. and Alice B. Hayes Discretionary Fund

Sahara Mustard Weed Eradication Fund

Roberta and Dan Henry Fund

The San Diego Foundation Arts and Culture Endowment

Ingrid and Joe Hibben Discretionary Fund

The San Diego Foundation Community Endowment Fund

Mary E. and Robert R. Hield Endowment Fund

The San Diego Foundation Environment Endowment Fund

Will Hippen, Jr. Charitable Fund

The San Diego Foundation Fund for the Common Good

Hutchinson Family Fund James Hervey Johnson Charitable Education Fund

San Diego Gas and Electric Co. Fund

Kantor-Lebow-Stroud Memorial Endowment Fund

Save the Fire Pits Fund

Ruth C. Campbell Memorial Fund Sebastian Carmellino Graphic Arts Fund

Irene and George Kassens Discretionary Fund

Ardyth M. Shaw Family Fund

Children, Youth and Families Fund

Henry I. and Jindra H. Lasch Fund

Children’s Pool Access Fund

Richard N. and Louette W. Smith Fund

Jack I. Levy Fund

Civic Leadership Fund

Barbara Snodgrass-Mau Fund

Lieffers Family Fund

Henry B. and Lena Sefton Clark Memorial Fund

Southern Girl Gives Fund

The Purvis and Deva Martin Family Foundation Fund

Dwight E. Stanford Fund

Ariel W. Coggeshall Fund

William R. Martin Endowment Fund

Charles B. Cram Fund

Alice C. Tang Endowment Fund for Escondido

The McLaughlin Endowment Fund

Thomas Crist and George LaPointe Fund

Fred and Lucile Tiefel Fund

Cultural Arts and Humanities Fund

George W. Meyer Endowment Fund for Escondido

Celeste and A. Eugene Trepte Family Fund

Paul Ecke Family Fund

Idie and Bill Mueller Fund

William and Ruth Eisenmann Fund

Erma and Farley O’Brien Fund

Ethel Vossberg Common Good Endowment Fund

Tom Fat Endowment Fund for Civic Leadership

Paradise Valley Community Health Fund

Myron Feinberg Discretionary Fund

The John G. Pickard Fund

Reuben H. Fleet Discretionary Fund

Carl William Henry Pollier Fund

Doris Florentine Fund

Oliver R. Porter Memorial Fund

Donald and Pauline White Common Good Fund

Friends of The Foundation Fund

Lewis W. Riech Endowment Fund

Robert W. White Memorial Fund

Fund for Mental Health

Isabelle Roberts Fund

Colonel Frank C. Wood Memorial Fund

Gay and Lesbian Fund for San Diego

Tom and Elizabeth Robertson Family Fund

Richard E. and Frances M. Woodard Fund

Irma P. and Philip J. Rooney Family Endowment

Cleo Wright Endowment Fund

Walter R. C. Russert Endowment Fund

Phyllis C. and William E. Zamboni Fund

Betty Upham Gouraud Discretionary Fund The Gunness Fund Emil and Esther Guttman Fund

Thea Schultze Children’s Fund Simona’s Walk the Talk Endowment

Walshok Family Fund David Huot West and Antoinette Huot West Endowment Fund

Woolman/Rewick Fund The Dedina Young Family Fund Jacquelyn Zustiak Endowment Fund The San Diego Foundation | Annual Report 2012

Center for Civic Engagement Arts & Culture

T Innovation through the Arts was developed in response to a growing need in the San Diego region.

he San Diego Foundation envisions a region in which arts and culture are enjoyed in every city, in every neighborhood, by every person. Arts and culture provide valuable enrichment opportunities and serve as innovative and powerful tools for civic engagement and community revitalization.

Objective:

RESULTS:

Through the multi-year Innovation through the Arts initiative, The Foundation seeks to increase the creative and economic vitality of the San Diego region through research, convenings and strategic investments in arts and culture. Primary areas of focus include support to individual artists, arts education and professional development for nonprofit arts administrators.

~10,000 professional artists

~15,000 guests will be engaged, raising $160,000

determined to be living and working in San Diego County through Portrait of San Diego Artists.

in income from admissions, product sales and charitable donations.

$283,000 awarded to 15 grantees through the Creative Catalyst Fund in partnership with 15 nonprofit arts and culture organizations.

490,000 students will benefit from Arts Empower San Diego.

420 local artists and arts administrators assisted through Business of the Arts.

Balboa Park Trust

he Balboa Park Trust is a family of endowment funds at The Foundation that provides for the preservation, maintenance and beautification of Balboa Park. Advised by a dedicated committee of volunteers since 1989, the Trust funds have supported a wide range of projects - from modest botanical displays to major landscape renovations - for the enjoyment of present and future generations.

Objective:

The Balboa Park Trust has supported enrichment and enhancement of Balboa Park, such as the Inez Grant Parker Memorial Rose Garden.

RESULTS:

Provide critical gap funding for “brick and mortar” improvement projects, landscape enhancements, special events, public education, and research that maintains the Park’s status as San Diego’s most treasured cultural asset.

$4,146,300

market value of the 25 Balboa Park Trust endowments which provide a permanent source of funding for the Park’s ongoing needs.

$1,000,000+

granted since 1989 by the Trust for a variety of projects benefiting 14 million local and out-of-town annual visitors.

The San Diego Foundation | Annual Report 2012

$171,000

granted this past fiscal year, including support to the Balboa Park Conservancy, the Balboa Park 2015 Celebration and the preservation of the 6th Avenue Children’s Playground.

Programs, Initiatives and Research Environment

T San Diego Audubon Society Environment program grantee.

he goal of the Environment program is to ensure that all generations enjoy clean air, safe water, wildlife, and access to green spaces and natural areas in the San Diego region. Since 2001, the program has awarded grants to 70+ nonprofits to strengthen their capacity and financial viability to protect the public trust - our air, land, water, and other resources - so all people can live, work, play, and learn in a clean and healthy environment.

Objective:

RESULTS:

Invest in research, public-private partnerships and community-based efforts to protect and connect natural areas, increase public access to natural amenities, and advance integrated regional planning to address climate change while enabling more transportation choices and urban growth that consumes less land, water and energy.

34,000+ acres of critical habitats and green

15 research studies, including the first

space acquired.

greenhouse gas emissions inventory and a comprehensive assessment of climate change impacts.

$165,000,000+ in private and public funding for land acquisition and stewardship.

National Model for dealing with the challenge of

22,000+ residents

climate change, where all local governments and major public agencies are developing plans to reduce harmful greenhouse gas emissions and prepare for climate change.

engaged in efforts to protect our air, water and natural lands.

Health & Human Services

he program partners with fund advisors and utilizes narrow field of interest funding to meet pressing needs in the community related to health, well-being and access to services. Since 2010, the Health and Human Services program has partnered with Del Mar Healthcare to develop the Our Aging Society program, designed to benefit older adults in San Diego County.

Objective:

Our Aging Society volunteers and grantees serve lunch to seniors.

RESULTS:

Increase the health and well-being of vulnerable, disenfranchised elders in the community by providing access to comprehensive care coordination services which include social work, medical care, transportation, congregate meals or meal delivery, socialization activities, exercise and more.

$628,000 has been awarded over two years

Six nonprofit partners made improvements to their

1,000+ seniors have been served through the

New GIS-based mapping tools were developed to increase knowledge of communities served and coordination between care providers.

to six grantee partners to help mature adults in need throughout San Diego County. grant-funded program, Our Aging Society.

business plans to enhance their service delivery to seniors.

The San Diego Foundation | Annual Report 2012

Center for Civic Engagement Nonprofit Partnerships

he San Diego Foundation values our nonprofit organizations and understands that a thriving sector directly affects the success of San Diego and increases the overall philanthropic impact on our community. By supporting these vital organizations with research, workshops and resources, we enhance the quality of life throughout the region.

315 nonprofits in San Diego County benefited from giveBIG.

Objective:

RESULTS:

Increase the capacity of nonprofits that serve our communities. Since 2001, the program has continued to strengthen awareness of and support for the work of nonprofits in the San Diego region.

$2,383,990 was raised by community

40 nonprofit professionals received the nationally-

contributions during the first-ever giveBIG, a 36-hour online giving campaign. (Includes $275,000 match from The Foundation.)

recognized Certificate of Fund Raising Management from Indiana University.

6,174 critical giveBiG donations at year-end.

(NRC), a database of more than 120,000 foundations.

1,000+ nonprofit organizations received grant funding from The San Diego Foundation.

~1,000 people utilized the Nonprofit Resource Center 450+ BetterGiving

portraits helps donors and the community better understand nonprofits’ needs.

Philanthropy 101

hilanthropy 101 teaches high school students about philanthropy and civic engagement through hands-on experience. Students operate as a “mini-foundation” by managing a grant cycle, conducting site visits and deliberating as a class.

Objective:

Seniors from North County Trade Tech High School awarded $1,000 to Camp Hope, a local nonprofit that serves children who face physical and mental abuse.

RESULTS:

Foster a life of ongoing, active philanthropic participation that leads to an increase in volunteerism, giving and leadership throughout participants’ early adult years. Quite simply, Philanthropy 101 aspires to cultivate the future generation of San Diego philanthropists.

~90 students

in the program at High Tech High – Media Arts, The Monarch School and North County Trade Tech conducted research to understand the issues that plagued their communities which they identified as child abuse, helping the homeless get a new start and addressing the needs of children and youth.

The San Diego Foundation | Annual Report 2012

22 grant proposals were collected and 15 site visits were conducted. $15,000

was awarded to eight different local nonprofits.

$30,000

is expected to be granted in the 2012-2013

academic year.

Programs, Initiatives and Research San Diego Teachers’ Fund

T Grants from this fund increase student achievement by providing valuable resources.

he San Diego Teachers’ Fund helps support the many outstanding and dedicated K-12 public school teachers in San Diego County through the funding of innovative, interdisciplinary classroom projects that increase student engagement and achievement, improve teaching effectiveness and enrich the classroom learning environment.

Objective:

RESULTS:

Provide mini-grants to defray costs for teachers who personally supplement their classroom budget by purchasing materials and supplies out-of-pocket.

$1,000,000+ has been distributed to more

~180 applications were submitted, which is more

than 1,000 deserving teachers since the inception of the program in 1995.

than double the number of proposals received for the previous grant cycle.

$97,000 was awarded to 95 teachers

$13,500 was awarded to CoTA (Collaborations: Teachers

throughout the county for the 2012-2013 academic year.

and Artists) from the Teachers’ Fund to defray the costs of materials and supplies for a National School District program.

Scholarships

he San Diego Foundation recognizes that the sustainability and quality of our region depends on a well-educated workforce. We also believe that education is a right, and we strive to help all who seek an education with the opportunity to pursue their dreams. As the cost of college increases and financial aid becomes more limited, our scholarship awards can be the game changer, allowing a student to reach their academic potential.

Objective:

Davis Family Scholarship recipient Jennifer Olivares and her mother Edna Olivares at the 2012 Annual Meeting.

RESULTS:

Make educational and career aspirations feasible by awarding scholarships to a wide range of students, including graduating high school seniors, current college students and adult re-entry students, which includes access to accredited two-year colleges, four-year universities and licensed trade/vocational schools.

~160 scholarship funds make

~$2,500,000 in scholarships awarded to 600+ recipients

The San Diego Foundation the largest non-university provider of scholarships in the San Diego region.

last year.

$15,000,000 in scholarships have been awarded since 1997.

One common scholarship application gives students access to consideration for more than 100 unique scholarship opportunities.

The San Diego Foundation | Annual Report 2012

Center for Civic Engagement Science & Technology

T Science & Technology Grant Recipient Ocean Discovery Institute.

he Science & Technology program’s mission is to enhance science and technology in the region by funding innovative research, emerging scientists, science education, and access to technology. The Science & Technology working group focused on the Blasker Science & Technology and the Evaluation & Assessment program this fiscal year.

Objective:

RESULTS:

The Blasker-Rose-Miah Fund generates unique and innovative discoveries and experiences which benefit all mankind, and encourages individuals with high potential in the scientific, engineering and medical fields to reach their full potential. The Evaluation & Assessment program supports the development of evaluation programs for assessing STEM initiatives to increase the quality of instructional practices and services.

$319,320 was granted this year to support six projects from three research institutions.

$4,800,000+ has been granted to support 88 early career scientists in Science & Technology since the program’s inception.

$75,000 was granted this year to three organizations to support Evaluation & Assessment projects.

$250,000+ granted to 10 projects in the past three years for Evaluation and Assessment.

San Diego Women’s Foundation

he San Diego Women’s Foundation mission is to educate and inspire women to engage in significant and sustainable philanthropy to strengthen the San Diego region. By pooling resources, members are able to make grants that make a significant and sustainable impact in San Diego County. Women come together and contribute $2,000 per year which is granted back into the nonprofit community around one of four focus areas: Education, Health and Human Services, Environment, and Arts and Culture.

Objective:

Junior Achievement students from Garfield Elementary learn about income and expenses.

Strengthen a member-driven grantmaking process that supports the nonprofit community serving San Diego County ensuring a better future for our region.

GRANTEES:

200+ members

$2.3 million granted

$2.4 million endowment

Five New Community Partners Bayside Community Center: Linda Vista Academic Club Community HousingWorks: Running Readers Reading Enhancement Program Excellence and Justice in Education Academies Charter School: Literacy Intervention Project International Rescue Committee: TEAM (Teach, Engage, Achieve and Motivate) Junior Achievement: Encouraging Young Lives

The San Diego Foundation | Annual Report 2012

$27,500 $40,000 $34,000 $40,000 $55,800

Programs, Initiatives and Research

Community Charitable Foundations

he San Diego Foundation is proud to partner with the following communities and their leaders to form a network of community foundations. These eight affiliates increase regional philanthropy, raise funds for immediate grantmaking and build endowments for sustainability.

Community & Charitable Foundations 4SRanch~Del Sur Community Foundation

The Boy & Girls Clubs of Greater San Diego Del Sur Elementary School Monterey Ridge Elementary Oak Valley Middle School Stone Ranch Elementary School

4SCF Board memebrs David Li, Theresa Shay and Judy Simeroth.

$7,500 $1,000 $2,450 $3,000 $6,050

Thanks to the Matt McLaughlin Live Here, Give Here Matching Program, the 4SCF was able to double its grantmaking this year.

GRANTEES

4SCF Grants Chair, Herb Mutter, with Principal Cindy Venolia.

he 4SRanch~Del Sur Community Foundation (4SCF) recently celebrated its fifth year of grantmaking and the 79 members awarded a record $20,000 to community groups. For the current grant cycle, the 4SRanch~Del Sur Community Foundation chose to focus on technology and sought proposals that emphasized technology implementation. Since its inception, the 4SCF has provided more than $68,000 back to the community.

Carlsbad Charitable Foundation

ince its inception in 2006, the Carlsbad Charitable Foundation (CCF) has granted more than $325,000 and has grown to 153 members. This year, the CCF focused on arts and culture, inviting nonprofits to submit proposals that demonstrate the power of arts and culture to build more vibrant and civically engaged communities. The CCF awarded a record $107,403 to Carlsbad nonprofits this year.

The Carlsbad Community Theatre Carlsbad Music Festival Jean Isaacsâ&#x20AC;&#x2122; San Diego Dance Theater Museum of Making Music New Village Arts

CCF members Lisa and Terrell Rodman with Carmen Rene from Life Technologies.

The San Diego Foundation | Annual Report 2012

$18,613 $15,080 $25,238 $15,663 $32,809

Thanks to the Matt McLaughlin Live Here, Give Here Matching Program, the CCF was able to double its grantmaking this year.

GRANTEES

2012 Grantee, New Village Arts.

Community & Charitable Foundations Chula Vista Charitable Foundation

Last year’s grantee, The Arc of San Diego speaks about the CVCF grant at the Olympic Training Center.

The Chula Vista Community Collaborative’s Family Engagement Project received $24,828 to eliminate barriers to accessing support services, increase family engagement in support services and develop a centralized, accountable and responsive referral processing system.

GRANTEE

The Chula Vista Charitable Foundation Board and Grants Committee.

he Chula Vista Charitable Foundation (CVCF) is becoming the vehicle for legacy planning and gifts that will benefit Chula Vista now and forever. The CVCF now counts more than 35 dedicated members, has received contributions of more than $110,000, and has built an endowment of more than $75,000 with grants now exceeding $48,000. In its second year of grantmaking, the CVCF focused on Health and Human Services: Social Service Support Programs.

Escondido Charitable Foundation

Interfaith Community Services YMCA of San Diego County Escondido Education COMPACT North County Serenity House

Founding members Kevin and Catherine Sanders and Bob Wilson.

$15,000 $25,000 $25,000 $25,000

Thanks to the Matt McLaughlin Live Here, Give Here Matching Program, the ECF will double its grantmaking this year.

GRANTEES

Representatives from all four workforce development grantees.

ince 2006, The Escondido Charitable Foundation (ECF) has been meeting the emerging needs of all who live, work and play in Escondido through responsible and effective philanthropy. The Escondido Charitable Foundation has more than 145 members, an endowment of $650,000, and has granted more than $600,000 to programs in Escondido. In October 2011, the ECF granted a total of $90,000 to four Escondido organizations with programs focused on Workforce Development, a critical problem in today’s employment market.

The San Diego Foundation | Annual Report 2012

Community & Charitable Foundations La Jolla Community Foundation

Buzz and Ann Woolly with LJCF funded panel at the Birch Aquarium.

he focus of the La Jolla Community Foundation (LJCF) is to enhance the community experience for people who live and work in La Jolla. This year, the LJCF truly succeeded in enhancing the community through continued support of the “Murals of La Jolla” project. With 45 members and more than 50 donors to the LJCF programs and special projects, this fledgling foundation continues to grow and expand the breadth of its investments in the La Jolla community.

La Jolla Teardrop Friends of La Jolla Shores Ryan McGinness’s “53 Women” Mural John Baldessari’s “Brain/Cloud (with Seascape and Palm Tree)” Mural La Jolla Fire Pits

$68,000 $6,000 $60,033 $58,570 $4,500

John Baldessari’s Mural.

GRANTEES

The LJCF collaborates with others in the community to improve the aesthetic appeal of the community and to create inviting cultural and recreational spaces that bring people in La Jolla together. $190,000+ granted this fiscal year.

Oceanside Charitable Foundation

El Camino High School The Kid’s College

$15,000 $15,000

Thanks to the Matt McLaughlin Live Here, Give Here Matching Program, the OCF will double its grantmaking this year. Members Janice Ephron, Ellen Stotmeister and Bob Beard.

The San Diego Foundation | Annual Report 2012

GRANTEES

Regional Outreach Director, John Duca with grantee El Camino High School and OCF Chair John Todd.

he Oceanside Charitable Foundation (OCF) is committed to the financial support of organizations, projects and programs dedicated to improving the lives of those who live, work and play within the City of Oceanside. The OCF actively seeks individuals and businesses that are desirous of supporting worthy endeavors in the areas of Arts and Culture, Environment, Health and Human Services, Civil Society, and Science and Technology, and other areas as the foundation may determine from time to time. OCF is pleased to have granted more than $82,000 in Oceanside since its inception.

Community & Charitable Foundations Ramona Community Foundation

he Ramona Community Foundation (RCF) is the youngest of The San Diego Foundation’s Affiliate Foundations, but its leaders are working hard to increase membership and philanthropy in the community of Ramona. This year, the RCF released its first grant guidelines and received more than 20 proposals from Ramona nonprofits. After a careful review of each proposal, the RCF Grants Committee selected eleven organizations to receive a site visit. The Ramona Community Foundation will celebrate its Inaugural Grants Celebration in October 2012.

RCF members conduct site visits.

Thanks to the Matt McLaughlin Live Here, Give Here Matching Program the RCF will award its first grants this year.

Rancho Bernardo Community Foundation

Friends of the Rancho Bernardo Library – Chamber Music Concerts Rebuild RB (RB United) – Disaster Supplies Rancho Bernardo Community Council – General Operations Rancho Bernardo High School Choral Music Program – Sheet Music Rancho Bernardo High School Friends of Library – Media Assistants Rancho Bernardo High School Grad Nite – Grad Nite Scholarships Rancho Bernardo Historical Society – Speaker Series Rancho Bernardo Neighborhood Watch – Crime Awareness and Volunteer Recruitment Rancho Bernardo Senior Services – General Operations Rancho Bernardo Veteran’s Memorial Association – Webb Park Patriotic Celebrations Retired Senior Volunteer Patrol (RSVP) – General Support San Diego Youth Philharmonic Orchestra – Sheet Music and Scholarships Seniors Helping Our Kids – Tutoring Supplies Spirit of the Fourth – U.S. Marine Corps Concert

GRANTEES

RBCF Board Member Dave Brooks, 2011 Grantees and RBCF Grant Chair John Goodrich at the Thanksgiving Luncheon.

ince its inception in 1988, the Rancho Bernardo Community Foundation (RBCF) has awarded more than $200,000 in grants and has built an endowment of more than $1.2 million. The RBCF provides assistance to the Rancho Bernardo community by funding projects and programs focused on senior services, youth activities, recreation, the arts, community protection, and educational and civic enhancement. By building a permanent, growing endowment fund to meet Rancho Bernardo’s changing priorities, the RBCF ensures that the community’s needs are continually met. The Rancho Bernardo Community Foundation has one purpose – to make Rancho Bernardo an even better place to live and work.

The San Diego Foundation | Annual Report 2012

Volunteers

he San Diego Foundation family is made up of tremendous leaders who offer their time and talent to ensure The Foundation fulfills its mission. They are our volunteers, our Board of Governors, committee members and working groups comprised of a diverse group of dedicated individuals, each bringing their unique skills and expertise to enhance our work and deepen our impact.

Volunteers Board Members: Officers Jennifer Adams-Brooks, Chair Senior Vice President Administrative Services, San Diego Housing Commission

Jennifer oversees all administrative operations and grant administration as well as board and executive functions at the San Diego Housing Commission. Previously, she was the president of Clark Consultants. She serves as chair of The San Diego Foundation’s Board of Governors. Ms. Adams-Brooks also serves on the Board Governance, Executive, CCE Leadership, Compensation & Benefits, Audit, Strategic Planning, and Our Greater San Diego Vision committees. Former posts include chief of staff for members of the State Assembly and San Diego City Council, and interim executive director for the Southeast Economic Development Corporation. She serves on several local boards, including UCSD Board of Overseers, National Conflict Resolution Center and the Springall Academy. She earned a BA in communications and urban planning from UCSD. Robert Dynes, PhD, Vice Chair, Center for Civic Engagement Community Leader; President Emeritus, University of California; Former Chancellor, UCSD

Robert’s career has encompassed a broad spectrum of experiences and accomplishments. Educated as a research physicist, in 1968, Robert joined AT&T Bell Laboratories, where his research earned him international prizes and election into the National Academy of Sciences. After 22 years at Bell Labs, Robert moved on to UCSD as a professor of physics and within six years became chancellor. In 2003, Robert was appointed as president of the ten campus University of California system. In addition to his broad set of career accomplishments, Robert has served on a wide variety of for-profit and nonprofit local and national boards. He is the chair of the Center for Civic Engagement Leadership Council and serves on the Science & Technology Working Group, Board Governance, Executive, and Our Greater San Diego Vision committees. Garry Ridge, Vice Chair, Charitable Giving and External Relations President and Chief Executive Officer of the WD-40 Company

Garry is president and chief executive officer of the WD-40 Company, headquartered in San Diego. He has been with WD-40 since 1987 in various management positions and has worked directly with WD-40 in more than 50 countries. Garry has been awarded Director of the Year for Enhancement of Economic Value, the Arthur E. Hughes Career Achievement Award, and the Ernst & Young - Master Entrepreneur Award. In 2009, he co-authored a book with Ken Blanchard titled, Helping People Win at Work: Don’t Mark My Paper, Help Me Get an A. Garry serves on the Compensation & Benefits, Board Governance and Executive committees. Garry received his MS in executive leadership from USD and currently serves as an adjunct professor at the institution.

Steve R. Smith, Vice Chair, Secretary Professor of Law, California Western Law School

Guided by a deep belief in the importance of civic engagement, Steven joined The Foundation’s Civil Society Working Group serving as chair from 2004-2009, and currently serves on the Executive, Audit and Our Greater San Diego Vision committees, and is chair of the Board Governance Committee. Steven was the dean of California Western Law School of Law from 1996 to 2012, following eight years as dean at Cleveland-Marshall Law School. He is committed to educating “lawyers who will contribute to improving the lives of their clients and the quality of justice in our society.” He is the former deputy director and remains active in The Association of American Law Schools and in the American Bar Association. He is the past chair of the Section of Legal Education and Admissions to the Bar. Steven received his BA from Buena Vista College and his JD (Order of the Coif) from the University of Iowa. John D. Wylie, Vice Chair, Finance Partner/Portfolio Manager, Nicholas Investment Partners

With more than 30 years in the investment industry, John brings his financial management expertise and community service values to The Foundation as vice chair of finance for the Board of Governors, as a member of the Investment, Compensation & Benefits and Executive committees, and as a past member of the Scholarship Selection Committee. Prior to Nicholas Investment Partners, John was a co-founder of CapitalWorks Investment Partners; prior to CapitalWorks he was president of Nicholas-Applegate Mutual Funds, chief investment officer of the Investor Services Group, and lead portfolio manager of the Fund’s Growth Income team. John’s community support includes organizations in San Diego helping to preserve the environment, enhance civic pride, assist cultural development, and further scholarship opportunities. He holds a BA in American Studies and graduated cum laude from Amherst College. Gerald (Jerry) E. Hoffmeister, Immediate Past Chair Community Leader

After managing and expanding several global technology companies serving the energy industries worldwide until his retirement in 1997, Jerry provides strategic support and mentoring to early stage technology companies and community nonprofit organizations. His dedication and active leadership at The Foundation includes his previous role as board chair, as well as service on the Executive, CCE Leadership, Compensation & Benefits, Board Governance, the Our Greater San Diego Vision, and Strategic Planning committees, and the Science & Technology Working Group. He is also the chairman of the Board of Chhahari, a homestay orphanage in Nepal, the president of the Board of Trustees of EJE Academies, a charter school located in El Cajon, and chairman emeritus of Project Walk, a spinal cord injury recovery center headquartered in Carlsbad. Jerry earned his BS in Mechanical Engineering from Valparaiso University. The San Diego Foundation | Annual Report 2012

Volunteers Board Members Yamila M. Ayad Associate Vice President Multicultural Development, First Nations Home Finance

Yamila is a passionate advocate for homeownership in the underserved Hispanic community. A 20-year veteran lender to San Diego’s Hispanic community, she is cofounder of the H.O.M.E. (Homeowners Mobile Education) Clinic, a free foreclosure prevention community program delivered by the Housing Opportunities Collaborative and the local Housing and Urban Development (HUD) office. The program has provided one-on-one counseling to more than 6,000 distressed homeowners by HUD-approved counselors, local attorneys and real estate professionals. Yamila served two terms on the national board of directors for the National Association of Hispanic Real Estate Professionals (2002-2007) and the advisory board to the Congressional Hispanic Caucus Institute (2003-2005). She is vice president of the board of the Housing Opportunities Collaborative of San Diego and also serves on The San Diego Foundation CREF Board. A passionate traveler and food and wine connoisseur, Yamila makes her home in Encinitas. Darcy C. Bingham Community Leader

A self-described “philanthropreneur,” Darcy believes in contributing to the community through active philanthropic involvement. A vocal catalyst for positive change, she is co-founder of San Diego Social Venture Partners (SVP) and SVP International. Darcy currently serves as chair of the Scholarship Committee and serves on the Public Policy Committee. She is also a founding member of the San Diego Women’s Foundation, past-chair of the UCSD Undergraduate Scholarship Council, and is a UC San Diego trustee. A member of The San Diego Foundation board from 2000-2009, she also chaired its North County Coastal Civic Alliance and served on the Strategic Planning Committee and the San Diego Regional Disaster Fund board. In addition to being past president of the UCSD Staff Association, she served the UC System at its Regents’ meetings as chair of the UC System-wide Staff Council. Her career in university administration concluded at UCSD. James Cahill Former Manager, The Price Group, LLC

James retired as manager of The Price Group, LLC. He was responsible for the investment and management of the financial portfolio of Sol Price, the founder of the Price Club chain, and The Price Family Charitable Fund. He currently serves as chairman of the board of directors of The Foundation’s Charitable Real Estate Foundation and serves on the Compensation & Benefits Committee. James’ past community involvement includes board positions with Neighborhood National Development Bank, CitiLink Investment Company, Accion International, San Diego Incubator Corporation, Certified Development Corporation, and San Diego Innovative Pre-School Project.

The San Diego Foundation | Annual Report 2012

John Cambon, PhD Principal, Regent Partners, LLC

John brings more than 30 years of experience in management and financing to The Foundation, to his role as chair of the Investment Committee and his service on the Executive Committee. He is a principal with Regent Partners, LLC, a private financial group that provides financial services and bridge financing to emerging growth companies. Prior, John was a partner at Commercial Bridge Capital, LLC. He has served as CEO and director of Genetic BioSystems, Inc., president and director of AMBIS, Inc., and CEO and director of Digivision, Inc. John is the former president of the UCSD Alumni Association, is a member of the UCSD Foundation board, and is also a member and past chair of the UCSD Foundation’s Investment Committee. John also served as a consultant to the Investment Advisory Committee of the Regents of the University of California. John holds a BA in economics from UC Irvine and a PhD in economics from UCSD. Constance M. Carroll, PhD Chancellor, San Diego Community College District

Prior to her appointment as chancellor in 2004, Constance served in presidential roles at Mesa College of the San Diego Community College District, Saddleback College of the South Orange County Community College District, and Indian Valley College. Constance serves on The Foundation’s Executive Committee. She received a BA in humanities from Duquesne University. Constance holds an MA and PhD from the University of Pittsburgh in classics. She studied at Knubly University in Greece and also attended the Institute for Educational Management at Harvard University. She serves on the National Council on the Humanities as a presidential nominee, and is a member of the Board of Trustees of the University of San Diego. In 2007, Constance received the National Association of Community College Trustees’ CEO Award. Ted Chan, MD Medical Director, Emergency Department, UCSD-Hillcrest Medical Center & Thornton Hospital, La Jolla

Ted joined The Foundation board after spearheading the 2003 wildfire recovery efforts as chair of the San Diego Regional Disaster Fund. Ted serves on the CCE Leadership and Board Governance committees. He is currently medical director of the Emergency Departments at both UCSD Hillcrest Medical Center and the Thornton Hospital in La Jolla. Ted worked in Washington, DC in the Office of the Assistant Surgeon General, and in Sacramento at the California State Senate. He chaired the Disaster Board during the 2007 wildfires recovery effort and serves as principal lead for the San Diego Beacon Community project for health information exchange in San Diego County. Ted is also the editor of the cardiology section of the Journal of Emergency Medicine and has authored and edited three textbooks. In 2012, he was honored by the White House and the Department of Health and Human Services for his health information technology work.

Volunteers Kay Chandler President, Chandler Asset Management

Serving on the Investment Committee, Kay brings more than 30 years of investment industry experience and a love of the San Diego community to The Foundation’s board. She is president of Chandler Asset Management. Prior to that, Kay enjoyed a career in public service as investment officer for the County of San Diego and for the City of San Diego. Her community interests include cultural development; she served as a board member for a nonprofit theatre group and currently serves as a board member for a small community foundation. Kay earned a BA from Oberlin College and is a CFA charterholder. Richard A. Collato Community Leader

Richard is president emeritus and the former president and chief executive officer of the YMCA of San Diego County. He was also a member of the San Diego Downtown Rotary Club and past president of the San Pedro Rotary Club. Richard was named “Director of the Year 2002” by the Corporate Directors Forum and was named the San Diego Business Journal’s 2007 CEO of the Year. Richard currently serves on the Compensation & Benefits and Strategic Planning committees. He also serves on the YMCA Retirement Fund Board, Corporate Directors Forum, Rancho Santa Fe Foundation, and Kyoto Symposium Organization boards. His past board service includes Sempra Energy, Surge Global Energy, PepperBall Technologies, Y-Mutual Insurance, the Bank of San Diego, Springfield College, SDG&E Company, Southern California Gas Company, Enova, MicroVision Optical, and the Jenna Druck Foundation. He graduated from Pepperdine University School of Business with an MBA in management and has a BA in business administration from The College of Insurance (now part of Saint John’s University). Roger C. Cornell, MD Senior Consultant, Department of Dermatology, Scripps Clinic

Roger is a practicing dermatologist with a passion for arts and culture. A graduate of Stanford University Medical School, he served in the Air Force before completing residencies in internal medicine and dermatology at UCSD. He joined Scripps Clinic in 1973 and is a clinical professor at UCSD. Roger volunteered at the UCSD Owen Clinic early in the AIDS crisis, and has worked at the Logan Heights Family Health Center, for which he twice received the “Spirit of the Barrio” award. He has also served on such boards as Alliance Healthcare Foundation, Scripps Health Foundation, Mingei Museum, and the San Diego Performing Arts League. A member of the San Diego Arts and Culture Commission for eight years, he was a previous chair of, and active member of the Arts & Culture Working Group.

Sandra Daley, MD Professor of Pediatrics, UC San Diego School of Medicine; Board Chair, Preuss School UCSD

Bringing to The Foundation a sense of responsibility to improve the world around her, Sandra has serves on the Board Governance and CCE Leadership committees. A physician trained at the UC San Diego School of Medicine, Sandra has worked with patients and students from diverse population groups and has developed programs to eliminate disparities in health status. Sandra is a recipient of numerous honors, including the Kellogg Foundation National Leadership Fellowship, The California Wellness Foundation Champion of Health Professions Diversity Award, and LEAD San Diego’s Distinguished Service Award. Bill Geppert Community Leader

Bill brings his expertise and relationships developed while he was the Senior Vice President and General Manager of Cox Communications to give back and make a difference. With more than 30 years experience in the telecommunications industry, he brings vision and charismatic leadership to his role as chair of Our Greater San Diego Vision and member of the CCE Leadership Committee. Bill has received numerous honors including the National Cable & Telecommunications Association National Leadership Award, 2012 AFP Outstanding Fundraising Volunteer, San Diego Business Journal’s Business Person of the Year, YMCA Civic Leader of the Year, and the Union of Pan Asian Government’s Courageous Leader of the Year Award. He serves on the boards of The Campanile Foundation and Sharp Healthcare. He was the Immediate Past CEO and a former chair of the San Diego Regional Economic Development Corporation and San Diego Regional Chamber of Commerce. Bill received his BA from the University of South Florida and completed Stanford’s Executive Program. Benjamin (Ben) Haddad Partner, California Strategies, LLC

Ben opened the San Diego office of California Strategies, LLC in 2006. His experience in public affairs and communications spans three decades, including tours with SAIC, the San Diego Regional Chamber of Commerce, Governor Pete Wilson, Mayor Susan Golding, and Congressman Bill Lowery. He serves as chair of the Public Policy Committee, is a member of the Board Governance Committee and is a Climate Initiative Advisor. He previously served on the California Coastal Commission, the San Diego County Water Authority, he served as chair of the San Diego Regional Chamber of Commerce in 2009, and as chair of LEAD San Diego in 2010-11. Ben is a member of Rotary Club 33 and on the board of the National Conflict Resolution Center.

The San Diego Foundation | Annual Report 2012

Volunteers Connie Matsui Social Entrepreneur

Since retiring from Biogen Idec, Inc. as an executive vice president in 2009, Connie’s primary interest is social innovation and entrepreneurship. During her 32-year corporate career, she held various general management positions at Biogen Idec, IDEC Pharmaceuticals and Wells Fargo Bank. Connie chairs the Strategic Planning Committee, and is a member of the San Diego Foundation’s Executive, Board Governance, Our Greater San Diego Vision, and CCE Leadership committees. She has also been an active volunteer and board member for a number of nonprofit organizations, including Girl Scouts of the USA (GSUSA). From 1999 to 2002, she led GSUSA as national president/board chair. She currently serves on the boards of the Balboa Park Conservancy, Halozyme Therapeutics, Mira Costa College Foundation, Olave Baden-Powell Society, and World Foundation for Girl Guides and Girl Scouts. Connie received both her BA and MBA from Stanford University. Hollyce J. Phillips Community Leader

Hollyce brings more than 20 years experience in the world of television and communications to her philanthropic work in the San Diego community. She is a founding board member and current chair of the Carlsbad Charitable Foundation. She also serves on The Foundation’s Strategic Planning and Executive committees. Hollyce is on the board of the Girls Scouts of San Diego and Imperial Counties, where she has led the Board Development team, served on the Executive Committee, and, in 2004 and 2005 chaired the Council’s major fundraising event “Urban Campout.” She is a member of the San Diego Women’s Foundation, has been a member of the North County Coastal Civic Alliance and was honored by The North County Philanthropy Council as a Volunteer of the Year. Hollyce has a BA from Stanford University and did MA work at the University of Minnesota Graduate School of Journalism. Derek J. Quackenbush Chief Financial Officer, Rising Data Solutions, Inc.

Derek brings 20 years of hands-on, broad-based expertise within public, private and international companies ranging from start-up to Fortune 100 to The Foundation and its Audit and Finance committees. Derek is currently CFO of Rising Data Solutions, a holding company focused on acquiring and operating healthcare service businesses. Previously, Derek has held leadership roles at Concerro, Inc. (a healthcare IT company recently acquired by API Healthcare), New Times Media, Atari (formerly Infogrames), Sony Computer Entertainment, and Sony Online Entertainment. Derek started his career in public accounting at Ernst & Young. In 2009, Derek was a finalist for the San Diego Business Journal’s CFO of the Year and is a participant in the CFO Roundtable, the San Diego Venture Group, and San Diego Tech Founders. Derek received his BA in political science from UC Berkeley.

The San Diego Foundation | Annual Report 2012

Barbara A. Sawrey, PhD Associate Vice Chancellor, Undergraduate Education, UCSD

Barbara is the co-vice chair of The San Diego Foundation’s Science & Technology Working Group. Barbara’s previous positions include co-director, doctoral program in mathematics and science education and vice chair for Education in the Department of Chemistry & Biochemistry at UCSD. Barbara is a recipient of the Athena Pinnacle Award in Education, UCSD’s Academic Senate Distinguished Teaching Award, an Alumni Excellence Award, and the American Chemical Society Award for Encouraging Women in the chemical sciences. She has been a faculty member in chemistry and biochemistry for 26 years, and is a local and national officer in the American Chemical Society serving on its board. She received a BS in chemistry from Baldwin-Wallace College. Prior to earning her PhD jointly from SDSU and UCSD in 1983, she was an industrial chemist in Jacksonville, Florida. Nancy A. Spector Attorney; Certified Specialist in Estate Planning, Trust & Probate Law

Nancy is a sole practitioner who concentrates her practice in the areas of estate planning, probate, trust administration, and special needs trusts. Nancy graduated with honors from Western State University College of Law, holds an MA in American History from George Washington University and graduated Phi Beta Kappa from the University of Illinois. Nancy is past president of the Estate Planning Council and past chair of the Probate Section of the San Diego County Bar Association. In 2011, she received the San Diego Business Journal’s Women Who Mean Business Award. She was the former chair of The Foundation’s Professional Advisor Council and is an active member of the Executive Committee and the San Diego Women’s Foundation. Her volunteer history includes her role as board member at the San Diego Library Foundation, the Old Globe and the Alzheimer’s Association, and participant in eight 3-Day Susan G. Komen walks for breast cancer research.

Incoming Board Members Jim S. Farley, Esquire President and Chief Executive Officer, Leichtag Foundation

James has served as President and CEO since 2007 and previously served as General Counsel of the Leichtag Foundation. He draws upon many years of volunteer leadership experience in the nonprofit sector including president of the board of Seacrest Village Retirement Communities and the San Diego Botanic Garden Foundation. He is a founding member of the board of the Carlsbad Charitable Foundation and a former member of the Technical and Professional Advisory Committee for the First 5 San Diego Commission. Jim currently serves on the board of the Jewish Funders Network, an international association of individual philanthropists and foundations. He also serves on the Community Advisory Board of Scripps Hospital Encinitas. Jim is a graduate of the UCLA. He earned a law degree from California Western School of Law and a Master’s in Taxation from New York University.

Kevin Harris Community Leader

Kevin is a committed community leader and former director of the Our Greater San Diego Vision initiative and served on the OGSDV Committee. Kevin was the CEO of Sharepoint360, CIO at ICW Group, and President and COO at Silicon Space. The prior nine years, Kevin held a variety of management positions in logistics, operations, application development and product management positions at DataQuick. Active in the community, Kevin serves on the boards of Voices for Children and the San Diego Regional Economic Development Corporation. He is also active in the Business Leadership Alliance. Prior community leadership roles include UCSD Undergraduate Scholarship Council, Vistage, LEAD San Diego, Mid-City Employer Planning Committee, Southern California Connections Academy, San Diego City Schools Partnerships in Education Program, AloeMetrics, Momentum Solutions, and ShowUHow.com. Kevin holds a BS in cognitive Science from University of California San Diego, Revelle College. Jennifer LeSar President & CEO, LeSar Development Consultants and Managing Member, Estolano LeSar Perez Advisors LLC

Jennifer is actively engaged in LeSar Development Consultants (LDC) and its affiliate Estolano LeSar Perez Advisors LLC. The two firms provide a complementary set of finance, policy, strategic leadership and program development services to government agencies, foundations, think tanks and private parties. Prior to founding LDC in 2005, Jennifer worked as an investment banker on behalf of Bank of America and Edison Capital and earlier as an affordable housing developer. Ms. LeSar has held the positions of Board of Governors - California Housing Consortium (2010 - present); Chair, Treasurer and Board Member of the Centre City Development Corporation; and Board Vice President, Director and Acting President of the San Diego Housing Federation and has served in leadership roles in regional community organizations. She holds both an MBA in real estate and finance and MA in Urban Planning from UCLA, and a BA from Bryn Mawr College in political science and economics. Horacio A. Valeiras, CFA Managing Director and Chief Investment Officer, AGI Capital

Horacio has more than 24 years of investment management experience, is the portfolio manager for the International Growth strategy and oversees all investment and trading functions. Prior to joining the board, Horacio served on the Investment Committee. He is Co-Director of the Allianz Global Investors Center for Behavioral Finance. Previously, he was a Managing Director at Morgan Stanley Investment Management, London. Prior to that, Horacio was head of International Equity and asset allocation programs with Miller Anderson & Sherrerd. He started his career with Credit Suisse First Boston. Mr. Valeiras serves on the board of directors of The Bishop’s School. Prior board service includes the Virginia Tech Foundation, where he served as chair of the board, and the San Diego Rowing Club. He earned his MBA with an emphasis in finance from the UC Berkeley and his Master’s degree from Massachusetts Institute of Technology. He earned his BS in chemical engineering from Virginia Tech.

Volunteers Outgoing Board Members Paul I. Meyer Retired Partner, Latham & Watkins, LLP

Paul is a member of The Foundation’s Arts & Culture Working Group and the Balboa Park Trust. He was appointed by the Mayor to the Balboa Park Conservancy. As one of The Best Lawyers in America, Paul was the attorney for many prominent real estate projects including the Staples Center development in downtown Los Angeles, the Petco Park and Ballpark District projects, the One America Plaza, Santa Fe Depot, and San Diego Police Headquarters projects’ in downtown San Diego, and the Padres Spring Training Facility project in Peoria, Arizona. Paul has served as president of the boards of the Old Globe Theatre, the La Jolla Chamber Music Society and the San Diego Chapter of the American Jewish Committee, and as past chair of the San Diego Charitable Real Estate Foundation and Balboa Park Trust. He is a graduate of Harvard College and Harvard Law School and a former captain in the U.S. Marine Corps Reserves. Carisa Wisniewski San Diego Office Managing Partner, Moss Adams, LLP

Carisa brings more than 20 years of public accounting experience to her current leadership role as chair of The Foundation’s Finance, Compensation & Benefits and Executive committees. She was a founding board member of the San Diego Regional Disaster Fund and served on the Science & Technology Working Group. Carisa is currently an active client service partner, the office managing partner and a member of the Executive Committee at Moss Adams after serving in several roles including the leader of the firm’s Technology and Life Sciences practice. She was also a founding member of the joint committee of the FASB and AICPA for Private Company Financial Reporting. A member of the California Society of Certified Public Accountants and the American Institute of CPAs. Carisa earned a BA in accounting from CSUF. James (Jim) Ziegler Community Leader

A community leader with more than 25 years experience in banking throughout California and as a small business owner, Jim serves on the Board Governance Committee, the Civil Society Working Group, the San Diego Regional Disaster Fund board, and previously served on The Foundation’s Executive Committee. Previous community affiliations include board service of AIDS Foundation San Diego, La Mesa Chamber of Commerce, Mission Beach Precise Planning Board, Diversionary Theatre, El Cajon Boulevard Businessmen’s Association, San Diego HIV Funding Collaborative, and The San Diego Lesbian Gay Bisexual and Transgender Community Center for which he was board chair in 2000. Jim earned his BA from Miami University in Ohio, and is a U.S. Navy Vietnam-era veteran.

The San Diego Foundation | Annual Report 2012

Volunteers

Nancy and Alan Spector at the dedication of the 6th Avenue Children’s Playground.

Board of Governors: Kevin Harris with Board Chair, Jennifer Adams Brooks, Jennifer LeSar and Horacio Valeiras.

4SRanch~Del Sur Community Foundation

Audit Committee

Carlsbad Charitable Foundation

Lori Holt Pfeiler

Judy Simeroth, Chair

Jennifer Adams-Brooks

Hollyce Phillips, Chair

Scott Lewis

Melissa Botello, Events Committee Chair

Steven W. Northcote, CPA

Tom Applegate, Incoming Chair

Connie Matsui

Yvonne Murchison Finocchiaro, Immediate Past Chair

Adrienne Vargas

Herb Mutter, Grants Committee Chair

Derek J. Quackenbush Steve Smith

Theresa Shay, Membership Committee Chair

Balboa Park Trust Committee

Amy Allen

Deni Carpenter, Chair

Debby Hopp Tanny Joyce Randy Koch Tom Kokjohn David Li

Arts & Culture Working Group Linda Satz, Chair Joyce Gattas, PhD, Vice Chair Wesley O. Brustad Colette Carson Royston Roger C. Cornell, MD

Julie Baker, Secretary

Bob Kelly

Anna-Marie Rooney Emily Young

Ernie Bray, Membership and Marketing Chair

Charitable Real Estate Foundation Board

Jason Hansen, Treasurer

Jim Cahill, Chair

Justin Peek, Legacy Chair

Allan Wasserman, Vice Chair

Lisa Rodman, Events Committee Chair

Yamila M. Ayad, Treasurer

Lesley Cohn

George Wooldridge, Grants Committee Chair

Cher Conner

Paul I. Meyer

Joe Bear

Kevin Munelly (Emeritus Member)

Leslie Brubaker

Alan Spector, MD, Vice Chair Elaine Balok Jack Berkman Anthony Block

Eugene Trepte James Waters Betty Jo Williams Alyssa Wolven

Rosemary Eshelman Joni Miringoff Bailey Noble Ray Pearson Pam Valinet

Jill Hall

Board Governance Committee

Victoria L. Hamilton

Steve Smith, Chair

Osborn L. Hurston

Jennifer Adams-Brooks

Center for Civic Engagement Leadership Committee

Karen M. Ladner

Ted Chan, MD

Mitzi Lizarraga

Robert C. Dynes, PhD, Chair

Sandra Daley, MD

Paul I. Meyer

Jennifer Adams-Brooks

Robert C. Dynes, PhD

Alessandra Moctezuma, MFA

Daniel D. Beintema

Ben Haddad

Denise Montgomery

Bob Bingham

Jerry Hoffmeister

Vivian Reznik, MD, MPH

Ted Chan, MD

Connie Matsui

William Virchis

Sandra Daley, MD

Jack Raymond

Michael Yee

Bill Geppert

Garry Ridge

Jerry Hoffmeister

Pete Garcia

Tracy Sandoval, Chair

The San Diego Foundation | Annual Report 2012

Steve Wilders

Bob Kelly, Secretary Joe Farrage Linda Hersh Craig Irving Gary Katz Jack Raymond David Thomas Janice Weinrick

Chula Vista Charitable Foundation Christopher Redo, Chair Elizabeth Cox, Marketing Chair Tom Clavell Lisa Johnson Sharon McDade Floyd Rick S. Richardson Prof. Teresa “Terry” Thomas Eric Thunberg Theresa Weekes

Volunteers

Our Greater San Diego Vision ambassadors, Yolanda Selene WaltherMeade and Ray King.

Malin Burnham, Bob Kelly, Bill Geppert, and Jennifer Adams-Brooks.

Climate Initiative Advisors

Environment Working Group

Ken Hugins

Frank Ault

Ken Lounsbery

Lisa Betyar

Lisa Bicker, Chair

David Engel, PhD, Chair

Rich Marino

Elisabeth Eisner

David Engel, PhD, Vice Chair

Diane Coombs, Vice Chair

Jack Port

Ed Kitrosser

Scott Peters, Immediate Past Chair

Allison Alberts, PhD

Jack Raymond

William Sheridan

Patricia Butler

Catherine Sanders

Scott Anders

Myrian Solis Coronel

Jackie Skay

Investment Committee

Risa Baron

Vicki Estrada

Nick Tsoulos

Lisa Briggs

Conny Jamison

Paul Van Elderen

Judy Forrester

Michelle Jaramillo

Cynthia Waasdorp

Jason Foster

Peggy Lauer

Molly Gavin

Andrew Lissner, PhD

Executive Committee

Ileana Ovalle

Andy Hamilton

Susan Randerson

Brian Holland

Tomรกs Torres

Robert C. Dynes, PhD, Vice Chair, Center for Civic Engagement

Escondido Charitable Foundation

Garry Ridge, Vice Chair, Charitable Giving and External Relations

Patricia McCoy Michael Meacham Devon Muto Linda Pratt

Compensation & Benefits Committee Carisa Wisniewski, Chair Jennifer Adams-Brooks Jim Cahill Rich Collato Jerry Hoffmeister Garry Ridge John D. Wylie

Jack Campbell*, Chair Tom Knight, Immediate Past Chair

Skip Coomber

Steve Smith, Vice Chair, Secretary

Horacio Valeiras

La Jolla Community Foundation Phyllis Pfeiffer, Chair Rochelle Bold Matthew Browar George Hauer

Ken Myers, Chair Elect

John D. Wylie, Vice Chair, Finance

Mike Peters, Membership Committee Chair

Jerry E. Hoffmeister, Immediate Past Chair

Andrew Nelson

Lisa Ruder, Grants Committee Chair

John Cambon

Matthew Peterson

Constance Carroll, PhD

Buzz Woolley

Donna Aeling

Connie Matsui

Linda Bailey

Hollyce Phillips

Rita Bowcock

Nancy Spector

Lorraine Boyce

Carisa Wisniewski

DeLisle Calac

Finance Committee

Debi Dowdy Susan Greenstein Dan Herde

*Deceased

Kay Chandler

John Wylie

Ben Haddad

Andrew McAllister

Corey Buuhoan

Steven Klosterman

Thomas Oberbauer

Bob Leiter

Richard Grannis, Vice Chair

Jennifer Adams-Brooks, Chair

Jill Gravender

Debra Kelley

John Cambon, PhD, Chair

Lori Holt Pfeiler

Derek Quackenbush, Co-Chair

Susan McClellan Scott Peters

La Jolla Riford Community Fund Kate Adams, Chair Cindy Greatrex Ron Jones Pat Stourfer

Carisa Wisniewski, Co-Chair The San Diego Foundation | Annual Report 2012

Volunteers Oceanside Charitable Foundation

Alfonso V. Arias, Jr., CPA

Eileen Haag

Phillip H. Banks, CFP, CTFA

Kendra Jeffcoat

Strategic Planning Committee

John Todd, Chair

Bill E. Beamer, JD

Scott Lawn

Connie Matsui, Chair

Beverly Holtz, Incoming Chair

Rick Brooks, CFP, CFA

Kevin Martin

Jennifer Adams-Brooks

Richard G. Glasner, JD

Don McLean

Darcy Bingham

Diane Nygaard, Immediate Past Chair

Sheldon Goldman, CFP

Jeff Mitchell

Richard Collato

Blake Kern, Membership Chair

Karen M. Ladner, JD

Maureen Rouleau

Alicia Foster

Liang Li, CPA

Jeff Shea

Jerry Hoffmeister

Patricia Jo Mayer, CPA

Renee VanHeel

Joan Jones

M. Kathryn Newnham, JD

Bob Wells

Hollyce Phillips

Jennifer Bledsoe Lacy

Pablo Palomino, JD

Frank Fox

Richard P. Rojeck, CFP

San Diego Teachers’ Fund Committee

Tanya Gover

Timothy P. Skorheim, CPA

Stanley Levenson, PhD, Chair

Tom Nunan

Nancy A. Spector, JD

Partner Organizations San Diego Regional Disaster Fund Board

William F. Super, CPA

Nancy Fisher

Colleen O’Harra

Bob Clelland, Chair

Doris Schaffer

Alan J. Talbott, JD

James Justus

Tracy Jarman, Vice-Chair

Rudy Van Hunnick

Paul R. Temby, CFP

Nancy Kostman

Frank Ault

Martha M. Ries

Darcy Bingham

Sofia Salgado

Jim Bliesner

Felicia W. Shaw

Ted Chan, MD

Scholarship Selection Committee

Janie DeCelles

Darcy Bingham, Chair

Bob Kelly

Kirsten Solberg, Esq., Vice Chair

Ed Kitrosser Dave Snyder

Berit Durler

James Ziegler

Todd W. Gutschow

San Diego Women’s Foundation Board

George Brown, Grants Committee Chair

Our Aging Society Advisory Committee Nora M. Faine, MD, MPH, Chair Anahid Brakke Amethyst Cureg, MD MPH, FAAP

Fabian M. Waldner, JD Joan M. Wolfe, CPA

Public Policy Committee Ben Haddad, Chair

Janie DeCelles

Michel Anderson

Amy Okamura, MSW, LCSW

Darcy Bingham

Ellen Schmeding, MFT

Ricardo Flores

Our Greater San Diego Vision Committee

Brooke Garcia

Bill Geppert, Chair

Joan Jones Jennifer La Fond Chavez, Esq.

Craig Garner

Robert Pascual

Teresa Jacques, Interim President

Martha M. Ries

A.J. Frank, Treasurer

Mary Ball

Ramona Community Foundation

Wendy Urushima-Conn

Susie Zlotnik, Secretary

Jennifer E. Adams-Brooks

John Degenfelder, Chair

Joseph Watson, PhD

Robert C. Dynes, PhD

Wesley Brustad

Kevin Harris

Arvonne Degenfelder

Science & Technology Working Group

Cindy Olmstead, Past President

Jerry Hoffmeister

Neil Ray Krenzel

Lori Holt Pfeiler

Marta Zarrella

Peter James MacCracken, APR

Donna Zick

Barbara A. Sawrey, PhD, Co-Vice Chair

Connie Matsui

Rancho Bernardo Community Foundation

Sam Takahashi, Co-Vice Chair

Leigh Hartman

Richard J. Beach, PhD

Elaine Kalin

Robert C. Dynes, PhD

Colleen Krause

Maria Fischer

Suzanne LaTour

Lloyd Flanders, PhD

Gail Vetter Levin

Jerry Hoffmeister

Ashley McElravy

Denise Lew, PhD

Bethel Nathan

William Rodriguez, RADM, USN, Ret.

Marjorie O’Malley

Catherine Smith, PhD

Julie Ruedi

Alan Spector, PhD, MD, MBA

Rita Solberg

Kris Michell Ed Quinn Steve Smith Muggs Stoll

James F. “Buddy” Thomas, Jr., CFP

Lindsey Lupo

Brian McLean, 2012 President Steven DeMatteo, Treasurer Shirley Napierala, Secretary

Professional Advisor Council

Karen Rott, 2011 President

Julie M. Keeney, CPA, Chair

Bill Bonner

Lon D. Showley, JD, Immediate Past Chair

Dave Brooks

David E. Archambault, CLU

John Goodrich

Nick Anastasopoulos

George Cooke

The San Diego Foundation | Annual Report 2012

Ned Smith, PhD, Chair

Catherine Blair Dana Dahlbo Berit Durler Pamela Hamilton Lester Valerie Jacobs

Lenore Ringler

Erica Ueland

Financial Highlights

ounded in 1975, The San Diego Foundation began with $210,000 in assets. With continued donations and investment strategies, The Foundationâ&#x20AC;&#x2122;s assets have grown to more than $560 million today. Our commitment is to maintain and grow the charitable assets entrusted to us to continue to support the organizations and causes specified by our donors for years to come.

Financial Highlights Fiscal Year 2012 Our Finance Committee is responsible for monitoring the fiscal operations, policies and procedures of The San Diego Foundation. Our Audit Committee provides assistance to the board of governors in fulfilling their oversight responsibility to the public relating to the internal accounting and financial controls and the annual independent audit of The Foundationâ&#x20AC;&#x2122;s financial statements. Our Investment Committee ensures that The Foundation maintains a diversified portfolio of assets in order to meet long-term investment return objectives and to mitigate risk.

TOTAL ASSETS

GRANTS & CHARITABLE EXPENSES

Dollars in millions

401 370

427

468

500

58.7

560 563

553

541 429

52.7

471 41.2 42.0 42.8

389 386

165

43.2

43.4 41.5

185 13.0

10.3

13.0

96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12

Balance Sheet

CONTRIBUTIONS

Dollars in thousands

Dollars in millions

2012 Assets

49,709

115.0

467,837

63.4 60.4 49.3

42.5 32.1

21.5

2011 Assets

52,616

6/30/11

6/30/12

468,065

6/30/11

6/30/12

39,455

6/30/11

6/30/12

Cash & Cash Equivalents

95.8

40.0

47.7 38.2 36.7

Investments 54.8

43.3 32.0

13.9 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12

49.0

28.1

96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12

27.5

47.9 46.9

35.5

285

137

63.7

The San Diego Foundation | Annual Report 2012

45,144 Other Assets*

TOTAL ASSETS

562,690

6/30/12 561,136 6/30/11

*Deferred gifts, property, plant and equipment, and endowments receivable.

Endowment Investment Policy The San Diego Foundation’s endowment funds are invested in a “Endowment Pool” portfolio, which is structured for long-term total return. To provide diversification and to reduce overall risk, the investments are divided into carefully defined asset classes. Assets are invested by professional money managers hired by The Foundation through a competitive process. The investment performance of each money manager is monitored by an independent investment consultant retained by The Foundation and overseen by The Foundation’s Investment Committee. A list of our current investment managers is available on The San Diego Foundation’s website.

1 YEAR

3 YEAR

5 YEAR

10 YEAR

0.8%

5.7%

12 10 8

INVESTMENT RETURN DATA (As of June 30, 2012)

6 4 2 0 -2

11.5% -2.2%

-4

Alternatives 13%

Real Assets 11%

ENDOWMENT POOL ASSET ALLOCATION

$318

Domestic Equities 29%

Million in Endowments

Includes Endowment Principal Only

Int’l Equities 27% Int’l Fixed Income 5%

Domestic Fixed Income 15%

The San Diego Foundation | Annual Report 2012

Financial Highlights Contributions To New And Existing Funds The San Diego Foundation wishes to thank and recognize our many donors whose generosity over the past year helped support a wide range of services and programs in our community. Although this list is limited to contributions of $1,000 or more, all gifts are greatly appreciated and truly make a difference.

$100,000 +

Jewish Community Foundation

Anonymous Donors (14 donors)

Leichtag Family Foundation

Dr. Moises and Victoria Arthur Baron

American Endowment Foundation

Life Technologies

James F. Beyster

Martha A. Lydon*

Mary Ann Beyster

M House Family Limited Partnership

Charles and Charlotte Bird

Roger Martin and Lisa LaScola

Alma Brosio

Jerome and Eleanor Navarra

College Access Foundation of California

Estate of Margaret J. Anderson Anza-Borrego Foundation Lucille Ash J. Robert and Betty Beyster Estate of Sylvia Brown Brutten Family Fund CareFusion J.E. Lindsay Carter Caster Family Trust City Ventures Homebuilding, LLC Guy C. Clum Kathryn S. Colachis Harry and Valerie Cooper Cox Communications, Inc.

P&S Schneider CLAT 2002 Merrill Lynch Trust Company

Dr. Clifford and Carolyn Beall Colwell Elizabeth N. Crane Foundation

Rancho La Puerta, LLC

Hans and Margaret Doe Charitable Trust

Jack and Caroline Raymond Ruth Rollins San Diego Chargers

Mr. and Mrs. Wainwright Fishburn

San Diego Gas & Electric

Friends of Balboa Park

San Diego Padres and Padres Foundation for Children (Various Donors)

Laury S. Graves

San Diego Tourism Marketing District

James Hervey Johnson Charitable Trust and James Hervey Johnson Charitable Educational Trust

Stephen and Marjorie Cushman and the Cushman Foundation Arie de Jong

Richard and Martha Slawson

Sam Ersan

J. A. & Flossie Mae Smith Scholarship Fund

Shea Homes, Inc.

George and Paula Hauer The James Irvine Foundation

Mulvaney Family Foundation, Inc. The Parker Foundation

$10,000 – 49,999 Anonymous Donors (Nine Donors) Dr. John and Susan Frost Ahlering Willis Allen Real Estate David and Joanne Anderson Eileen and Carlton Appleby Fund The Arizona Community Foundation Krishna and Bonnie Arora Michael L. Arritola William Ash* Athena San Diego Foundation Christopher Babu The Bank of America Charitable Foundation, Inc. Barrio Logan College Institute Legler Benbough Foundation Karen Marie Bond James and Regina Silby Boore The Boston Foundation Boys & Girls Clubs of National City James and Karen Brailean Robert and Lillie Breitbard Foundation

Carl and Jacqueline Stern

Leon and Barbara Parma

Dr. Peter and Olivia Farrell

Stephen Tamor

Geraldine Racik

Farrell 2003 Charitable Income Trust

The Patricia & Christopher Weil Family Foundation

San Diego Convention & Visitors Bureau

H.G. Fenton Company

James L. Wermers

J. W. Sefton Foundation

Dr. Bronner’s Magic Soaps All-One-Good Faith and Dr. Bronner’s Family Foundation

Estate of Eugene Foster

Women’s Resource Center

WD-40 Company

James and Jill Brown

Estate of Betty Upham Gouraud

Buzz and Ann Woolley

Gary and Mary West Foundation

Ruth E. Burkhardt

$50,000 – 99,999

Estate of Robert White

California Community Foundation

John and Dorothy Helm Donald and Paula Heye Estate of Jan P. Hurt

Anonymous Donors (Four Donors) Frank and Evie Ault

Bridgepoint Education, Inc.

Kevin F. Quinn

San Dieguito Boys & Girls Clubs Foundation

Escondido Creek Conservancy

Balboa Park Fund

The San Diego Foundation | Annual Report 2012

Estate of Louise A. Broderick

James Cahill

Estate of Julieta Camacho

Contributors The Century Club of San Diego

La Jolla Golden Triangle Rotary Club Foundation

City of San Diego

La Jolla Music Society

City and County of San Francisco

Ruth Lane Charitable Foundation

City of San Jose

James H. Lauer

City of Santa Monica

Lawyers Club of San Diego

Clark C.A.R.E.S. Foundation

Ruth Lew

Richard and Faye Russell Ryan Family Charitable Foundation Sahm Family Foundation San Diego Ballpark Funding, LLC

Doug and Rita Bowcock

Larry D. Marcus

Steven and Carolyn Conner

David and Patsy Marino

Mark Cookingham

Harry M. Matheny

Jamie A. Corbin

Dr. Sandra and William McColl

Dianne W. Cramer

Memphis Drum Shop

San Diego Regional Economic Development Corporation Foundation

Martin and Carole Dickinson

Estate of George W. Meyer

Gloria M. Schiff

Linden Root Dickinson Foundation

William G.* and Patricia Moises

Schwab Charitable Fund

The Dini Group La Jolla, Inc.

MOMeals (Various Donors)

The Schweitzer Family Foundation

Dr. Robert Dynes and Ann Parode Dynes

The Mortimer Levitt Foundation

Scripps Ranch High School Foundation

Employment & Community Options

Nielsen Beaumont Marine, Inc.

Sempra Energy Utilities and Sempra Energy Foundation

Danah H. Fayman Fidelity Charitable Gift Fund

North San Diego County Association of Realtors

Senior Trust Endowment Fund

Fox Family Trust

Matthew and Mari O’Connell

Darlene M. Shiley

Margaret M. Fox

George and Cynthia Olmstead

John and Marylou Shoemaker

Friends of the National City Public Library

Patrick O’Reiley

Smiles for Life Foundation

Pardee Homes

Steven and Lera Smith

Adrian & Betsy Gonzalez Foundation, Inc.

Julius Pearl

Carol C. Sommer

James and Michelle Pettit

Lisa R. Stearns

Ralph and William Green

PHP Management

Estate of Joan Marie Stevens

Jerold & Jill Hall Family Trust

Dennis and Judy Stover

Estate of Agnes Hopkins

Plumbers & Pipefitters Local Union 230

S. Douglas and Gail Hutcheson

Amanda Post Memorial Tournament

Switchfoot Bro-Am Foundation

Robert Hyman

Price Family Charitable Fund

Isaacs Brothers Foundation

Michael* and Maureen Ramirez

Sycuan Band of the Kumeyaay Nation

KB HOME Coastal, Inc. Julia Kelety Gerald Kelly and Phyllis Fletcher Walsh-Kelly Sandra L. Ketzel Carina Kipperman Doug A. Kipperman Richard M. Kipperman Candi Kizer Evan and Kimberly Kleber Dr. Henry and Judith Krumholz

James and Kalpana Rhodes Garry Owen Ridge Dr. Howard and Carole Robin Rolando Woman’s Club Rotary Club of Escondido After Five Rotary Club of San Diego and Rotary Club of San Diego Advised Fund

Asset Management Group

San Diego County Court Employees Association

Colestock Family Trust

Frederick W. James

Barry G. Andrews Heath Bell

Ken Little

Rancho Bernardo Thanksgiving Luncheon Fund

Anonymous Donors (Eight donors)

San Diego Community College District

Larry and Eleanor Cohen

Harold and Madeline Jacobs

$5,000 – 9,999

San Diego Habitat for Humanity, Inc.

Thomas and Jane Sudberry

Torrey Pines Association Jack and Joan Tyler Unilever-Axe U.S. Bank UCSD Athena (Various Donors) Wells Fargo

James Herbert Bond Al and Alma Brosio Family Fund M.S. Browar Family Trust Larry and Deborah Calhoun Arthur and Michelle Candland Capdevilla/Gillespie Foundation Cardiac Science Catalina Classic Cruises, Inc. Yacoub Y. Chammas Meals on the Move Operating Fund Child Development Associates, Inc. City of Richmond Costco Wholesale Matching Gifts Program Cultural Arts & Humanities Fund Cymer, Inc. Daniel and Patricia Derbes Joan Drinkwater EdgeWave Gives Back Escondido Rotary Foundation Gen-Probe, Inc. David and Marcia Gill Alan and Marleigh Gleicher Scott Peters and Lynn Gorguze Emil and Esther Guttman Fund Aaron M. Harang Helen’s Closet.org The Thomas O. and Cinda Hicks Foundation

David Wetzel

Jed Hoyer and Merrill Muckerman Hoyer

Robert and Marion Wilson

Mary Keough Lyman

Peter and Sandra Zarcades

H. William Kuni

James Ziegler

Kyoto Symposium Organization

Theodore and Jeannie Roth

David Laurent

The RSQ Foundation

Jim and Risa Lauth The San Diego Foundation | Annual Report 2012

Financial Highlights Captain Mark and Beverly Lenci

University Womenâ&#x20AC;&#x2122;s Educational Foundation

Deborah Barrett

Arnold and Judith Calabrese

Walter and Marion Barrett

Delisle and Lois Calac

Martin and Gail Vetter Levin

Vijaya Foundation Irrevocable

Karen L. McElliott

Glenn and Mercedes Warner

Katherine Baxter Memorial Foundation

California Shore & Beach Preservation Association

Metropolitan Community Church of San Diego

James and Kathryn Whistler

Joseph and Angela Bear

Robert and Anne Wiegel

Charles and Pamela Becker

California State Association of Counties

Microsoft Matching Gifts Program

YMCA of San Diego County

David and Esperanza Bejarano

Louisa Campagna

Gladys B. Young

Jacqueline Bell

T. Roy Nakai

Phyllis C. and William E. Zamboni Fund

Paul and Tina Bell

Carlsbad Firefighters Association

National Association of Counties

Katja O. Zink

Bob E. Nelson

$1,000 â&#x20AC;&#x201C; 4,999

Mission Federal Credit Union

Frank and Naomi Overton

Keisa N. Carr-Hudson Daniel and Susan Carter

Stephen W. Benson

Nancy C. Carter

Peter J.G. and Sheila Bentley

Casa de las Campanas

Anonymous Donors (12 donors)

Marlowe Berg

George and Ellen Casey

Oz Foundation

Drs. James and Mary Berglund

Lavonne Cashman

The Pacific View Foundation

The 1909 University Club

Better Men Organization, Inc.

The Cass Family Trust

Michael and Lisa Peckham

Acacia Travel, Inc.

Harriet E. Pfleger Foundation

Harry and Nanette Black

Mike Adams

Carl William Henry Pollier Fund

The Blackburn Foundation

CBS Property Management, Inc.

Jennifer Adams-Brooks

Oliver R. Porter Memorial Fund

Dominick Addario

Kenneth and Marjorie Blanchard

Richard and Donna Aeling

Kelly M. Blatt

Art Pratt Foundation Old Mission Rotary Club

Dorothy A. Aeling

Mark Blecke and Paige Casey

Brian Ahern

Michael and Sandra Blessing

Derek J. Quackenbush

John R. and Susan Frost Ahlering Fund

Jeremy R. Bold, DDS

Qualcomm, Inc. Rancho Bernardo Business Association Rancho Santa Fe Foundation Beth Richford Hal and Mary Sadler Joseph A. Sampson, Inc. Gail M. Sanders Estate of James H. Sands Kalpana Sathyadev Minas Savvas Scripps Health Sharepoint360 The Virginia and Le Simmons Foundation Strategic Communications James Stuart III Family Foundation Szekely Family Foundation TaylorMade Golf Company, Inc. Tocqueville Society of the United Way of San Diego County

Robert and Elaine Algeo Larry Alldredge and Dawn Moore

Dr. William and Rochelle Bold Bonita Professional Plaza, LLC

Charles Lou and Kathleen Chan Dr. Ted Chan and Diana Loo Dr. R. Jeffrey and Carol Chang Susan A. Channick San Diego Chargers Nancy and Bud* Chase Chevron Humankind Matching Gift Program Frankie Chippas

All German Auto, Inc.

Borrego Springs Performing Arts Center

Jeanette M. Amen

Van Ray and Sara Botts

Richard Anderson

Janet E. Bourgeois

Shirley Anderson

John and Donna Boyce

Thomas and Carla Applegate Carlos and Sharon Arbelaez

Dr. William and Lorraine Boyce

Architectural Systems, Inc.

Jeffrey and Jo Ellen Bradley

Frank and Linnea Arrington

Richard and Margaret Bradley

Dennis Arriola and Janet Winnick

Joseph R. Brandise

AutoClaims Direct, Inc.

Justus and Kristine Breese

The Ayco Charitable Foundation

Martin Breslauer

Clinton N. Voltmer Insurance Services

The Brigantine, Inc.

Dan and Lois Baker

Clubcorp Charities, Inc.

George and Carolyn Brown

Dennis A. Baker

Thierry and Jeri Colaw

James and Leslie Brubaker

Bruce and Kelly Bandemer

Jonathan T. Colby

Robert and Mary Jane Brue

Bank of America and Bank of America Matching Gifts

Canaan Brumley

Coldwell Banker Residential Brokerage

Bank of the West

Two Jinn, Inc.

Bar Association of Northern San Diego County

University of San Diego

Richard and Karin Barnes Barney & Barney LLC

Belmont/AEW Sr Housing Co I, L.P.

The San Diego Foundation | Annual Report 2012

Derrick Breaux

Amalia Bruning Wesley and Karla Brustad Veronica A. Bunas William and Barbara Busse

Chula Vista Elementary School District Chula Vista Police Police Association Bill and Saundra Cima City of Berkeley City of Hayward City of Los Angeles Thomas and Patricia Clavell Paul Cleary and Tiffany Vandeweghe

Coleman & Johnson Financial Advisors Edwin and Catherine Colling Ann L. Collins Delta M. Collins

Contributors Comerica Charitable Foundation

Dean and Colleen Dwyer

Gafcon, Inc.

Matthew and Phyllis Hall

Judy L. Eby

Jet Gailey

Kristine J. Hansen

Judith R. Conner

Karen Eddy

Steven and Karen Garsson

William Hanson

Michael and Julie Connolly

Dr. Charles and Sue Edwards

ControlTec, Inc.

Egoscue, Inc.

Ronald and Janice Brooks Gary

Norman Hapke and Valerie Jacobs

Jack and Barbara Cook

Elisabeth Eisner Forbes

Joyce M. Gattas

Norman and Margaret Harris

Madison and Edith Cooper

Kimberly K. Elliott

The G.E. Foundation

Stan and Leigh Hartman

Sally A. Costello

Ellis Family Foundation

General Atomics

County of Marin

Peter and Doris Ellsworth

County of San Diego Health and Human Service Agency

Encinitas Rotary Club Foundation

The Georgia Theatre Green Entertainment, Inc.

Albert and Rebecca Blair Harutunian

Carina Courtright

George and Alison Gildred

Dr. Jeffrey Harvey and Leslea Meyerhoff

Robert Engler and Julie Ruedi

Gildred Building Company

Larry and Cathleen Hatter

Steven and Celeste Cowell

Janice E. Ephron

David and Marcia Gill

Dr. Vital and Phyllis Haynes

Elizabeth K. Cox

Epstein Family Foundation

Jeanne A. Gill

Marney Cox and Jane Signaigo-Cox

David and Sandra Erickson

J. Philip and Jane Gilligan

Helix Environmental Planning, Inc.

Andreas and Christine Eros

Michelle J. Ginn

Escondido Education Foundation

Edward and Joyce Glazer

Crestone Group LLC

Escondido Union High School District

William Huss and Karen Gleason Huss

Linda Crogan

Eshelman Appraisals, Inc.

Michael and Kristin Gohlke

Daniel and Marilyn Herde

Jack and Valerie Cumming

Estate and Trust Law Professional Law Corporation

Judd and Faye Goldfeder

Jorge Hernandez Rentals

Stephen and Diana Goldman

Karla J. Hertzog

Wayne and Patricia Goodermote

Theresia M. Heyden

The Ellis Goodman Family Foundation

Highland Street Foundation

Bradley and Dee Gordon

Gerald and Ramona Hoadley Bette J. Hobbs

Charles B. Cram Fund Ed and Gigi Cramer Crest Beverage

Dr. Thomas and Connie Curtin CV Branch 61, Inc. Fleet Reserve Association

Dr. Anne and David Fege

Robert and Dana Dahlbo

Carmelo and Yvonne Finocchiaro

Dr. Sandra Daley and Joseph Carmellino

Richard and Cary Feld

First American Trust

Gigi Gleason

Victoria J. Danzig

First Watch

Elizabeth Hekman Gordon Family Foundation

James and Mary Dawe

William C. Fischer

Lisa Gordon

John and Arvonne Degenfelder

Cheryl Fisher, Esq.

Jill A. Gormley

Five Star Quality Care, Inc.

Gould Industries, Inc.

Del Mar/Solana Beach Rotary Club

Dr. Linda Ford and R. Joe Dennis

Joseph and Sheila Grant

William M. Dern, DDS, APC

Allen and Barbara Foucar

Designs By Betsy

Frank and Susan Fox

(dba Oral & Reconstructive Specialty)

Douglas and Alice Diamond

A.J. Frank

Gail Digate

Dalana Frank

Grant McGann DDS, Inc.

The Greater Cincinnati Foundation Donna L. Green

Mark and Susan Hennenfent Philip and Kathleen Henry Linda S. Hensel Kirk and Kim Henson Gary and Ann Herbert

Victoria F. Higgins Hill Financial Advisors

Samuel and Joyce Hoffman Jerry and Ingrid Hoffmeister Robin and Carolyn Hoffos Carol K. Holbrook Helen Holmes Peak Frederick Howe and Bonita Macvaugh-Howe Richard and Susan Howe Orlando Hudson Hugins & Company Certified Public Accountants

Rita DiMartino

Barbara Freeman

John and Ruth Dorfman

Clarence G. Freeman

Karen B. Dow

Jean R. Freiburger

Earl and Deborah Dowdy

Joan Friedenberg

Dr. Carolyn Downey and Ruth Mellert

Friends of Ann Kulchin

Dr. L. Richard and Susan Greenstein

Mitchell and Julie Dubick

Friends of La Puerta (Various Donors)

Luke Gregerson

Timothy and Tami Hutter

John Duca and Malee Tobias

Friends of Santee Library

Marcia Haas

Indigo Village Education Foundation

Jeffrey and Heather Dugdale

Frost Survivorâ&#x20AC;&#x2122;s Trust

Peter and Sheri Duncan

Elizabeth R. Gabrych

Stephen M. Dunn

Orrin and Karen Gabsch

Jim and Renita Greenberg Greenman, Lacy, Klein Oâ&#x20AC;&#x2122;Harra & Heffron

Michael S. Haas Benjamin and Ann Haddad Jerold and Jill Hall

Gay Hugo-Martinez Dr. Michael and Harriet Humphrey Nick Hundley

Laurie Itkin David and Susan Jackson R. Scott and Karen Jacobs

Tom and Berit Durler The San Diego Foundation | Annual Report 2012

Financial Highlights Teresa Jacques

Suzanne LaTour

Daniel and Violet McKinney

Ocean’s Eleven Casino

Conny Jamison

Richard and Dorothea Laub

Marcia C. McLatchy

Oceanside Rotary Club

Sharon Jasek Reid

Gian and Kelly Lauro

William E. McMahon

James and Amy Ogle

Jay and Kendra Jeffcoat

Dr. Bruce and Janet Lawrence

Martin and Jane McMasters

Dr. Jerrold and Phyllis Olefsky

Robert K. Jensen

L.E.A.P.S. & Bounds

Aubrey and Lorna McTaggart

Olympic Parkway Project, LLC

The Johnson Family Foundation

Ira Lechner and Eileen Haag

Michael T. Meacham

Charles and Marjorie O’Malley

Charles and Elizabeth LeMenager

Meals4Hunger (Various Donors)

Owens Personal Safety Training

Jim and Pamela Lester

Russ and Lynn Owens Family Fund

Brian Johnson and Roni Mayben Margaret Johnson

Rick Levite

Meals On The Move (Various Donors)

Judy Jones-Cone

Michael and Louise Lewis

Jim Melli and Janet Klauber

Liz Paegel

David J. Li, DDS, MS, Inc (dba Barton & Li Orthodontics)

Ellen Merewether

Marsha Paine Interiors

David Meyer and Lizbeth Ecke Elizabeth B. Meyer

Palomar Pomerado Health Foundation

KAECA

Lifetime Financial Advisors, Inc.

Joan M. Meyer

Palomar Voiture #1406

Jean Kaiser

M. Tod and Koren Lilburn

Dr. Margaret and Paul Meyer

Sigrid U. Pate-Butler

Harold Kalke and Candace Lundy

Scott A. Liljegren, A Professional Corporation

James W. Meyers

Frank and Eleanor Patterson

Alberto and Silvana Michan

Richard N. Paul

Susan H. Kaloustian

The Jeffrey & Sheila Lipinsky Family Foundation

James and Roberta Miller

Ray and Karen Pearson

Joseph and Susan Minner

Carter and Kathy Pease

Greg and Betsy Mitchell

Jack R. Peat

Harvey and Cathy Mitchell

Justin and Denise Peek

Susan D. Monell

Raymond and W. Dian Peet

The Monteleone Law Firm

Daniele Pelessone and Teri Sgammato

Valentina Jones-Wagner Bruce M. Jordan, DDS, Inc. Christine Jorgensen

Gery and Nan Katona Nicholas Kawuka and Rebecca Raymond Dr. Cyril and Joanne Kellett Robert and Deborah Kelly Cheryl D. Kendrick Dr. Joseph* and Geri-Ann Kennedy Dennis Kern Jerome and Blake Robinson Kern

Live Nation Canada, Inc. Jesse and Charlene Longacre Kenneth and Dorcas Lounsbery Lounsbery, Ferguson, Altona & Peak, LLP Charles O. Lowery The Lund Team, Inc. Bryan and Cecilia Lusky Deborah MacDonald

David and Patricia Pepper

James M. Morrison Insurance Services, Inc.

Susan C. Phelps

Gregory and Andrea Moser

Daniel and Bonnie Platt

Move Your Feet Before You Eat! Foundation

Point Loma Association

Kelly L. Mowrey

Jack and M. Elaine Port Brian and Paula Powers

Robert and Hollyce Phillips

Justin M. Kern

Magna Carta Foundation

Kilroy Services, LLC

Maher Technologies, Inc

Theodore and Georgeiana Kleiter

Terrence and Chantal Maher Malk Sustainability Partners

William and Mary Rose Mueller

C. Curtis and Nancy Koch

Mary Ann Maloy

Muller Family Foundation

Gregory G. Koch

Grace F. Mamaux

Herbert and Carol Mutter

G. Teryl and Irene Koch

Mann Enterprises, Inc. AAF Sunbelt Investment Holdings, Inc.

Procopio, Cory, Hargreaves & Savitch LLP

Charles Myers

Pro Vegas, LLC

Kenneth and Maria Myers

Stefan and Cathy Prvanov

Raymond and Mary Myers

Derek J. Quackenbush Family Fund

Bill and Linda Kolb Vahan Kololian Konecki Insurance Brokerage Sally Kotnick Gilbert and Judith Kunkel Laird Norton Real Estate, Inc. La Jolla Rotary Foundation La Jolla Sunrise Rotary Club Carol Landers Gary and Betty La Rue Juan and Alexis Lasheras Mat Latos

Richard R. Marino Kurt H. Martin Timothy and Laurie Martin Dennis and Suzy Martinek Jean Martinez Dr. Leonard and Lois Martyns Catherine McClaskey Craig and Susan McClellan James R. McClure Jeffrey and Kathryn McCoy-O’Neill Katherine M. McDaniel

Duane Morris LLP (Attorneys at Law)

The San Diego Foundation | Annual Report 2012

National Association of Steel Pipe Distributors

Point Loma Rotary Club

David and Catalina Preskill

National Philanthropic Trust

The Querrey Simpson Charitable Foundation

Nield Law Group APC

Edward J. Quinn

Robert and Elaine Nielsen

Ronald and Joyce Rabens

Kenneth and Colleen Noonan

Jan and Judith Radke

North County Insurance

Dennis A. Ragen

NRG West Coast LLC Thomas and Billie Nunan

Ramona Rotary Club Foundation, Inc.

David and Diane Nydegger

Rancho Financial, Inc.

Dennis and Diane Nygaard

Contributors Rancho Bernardo Thanksgiving Luncheon (Various Donors)

Neal and Margaret Schmale

Ernest T. Tissot

David and Elizabeth Schneider

Tang Khamis Foundation

James and Cheryl Bell Wiegmann

David and Luci Schofield

John and Sandy Todd

Jackson Wilders Group

James M. Schroder

Tara Lee Torburn Graphic Design

Wilkinson Family Trust

The Red Scott Family Foundation

Lawrence and Carol Trautner

Knox and June Williams

Albert E. Trepte

Leon and Margaret Williams

Michael F. Sexton

Tri-iso

John and Mari Williamson

Richard and Peggy Shaffer

Truist

The Willis Allen Company

Frank and Wendy Shadpour

Erica Ueland

Lisa Wilson

Allan and Linda Shaw

Walter Ulloa

Thomas and Elisa Wing

W. L. Richards

Silverwood Energy, Inc.

United Way, Inc.

Linda Wirta

Richard and Carmen Richardson

Walter and Lucille Sinfield

Wollman Wealth Designs, Inc.

Marvin H. Sippel

University Auxiliary Research Services

Ricoh

Ruth L. Siteman

Wendy Urushima-Conn

George and Rose Ann Wooldridge

Lenore Ringler Nadler

Skaja and Daniels, LLP

USS Midway Museum

Ann A. Woolley

Doris Lee Ritchie

Robert and Jacquelyn Slotkin

Vadnais Corporation

Gary and Jacqueline Wrench

Donn and Patricia Roberts

Jill Smith

Pamela Valinet

Evelyn J. Wright-Elson

James and Elizabeth Roberts

John and Charlene Smylie Foundation

Valle Vista Convalescent Hospital, Inc.

Wuttke Group, LLC

Terrell and Lisa Cannon Rodman

David and Phyllis Snyder

Paul and Neeltje Van Elderen

Darryl and Rita Solberg

Suzanne R. Varco

Colonel Rufus and Carole Young

Paul Roesser

Kirsten M. Solberg

Juan and Adrienne Vargas

Marta P. Zarrella

Lezli Rogers

Dency B. Souval

Joseph and Mary Villela

Donna Zick

Emily H. Roman

Donald and Peggy Spanninga

Cynthia D. Waasdorp

Patricia Zigarmi

John and Anna-Marie Rooney

Theresa Sparks

Marshall and Lonna Wais

Jodyne Roseman

Jay and Kristin Spencer

Ramona L. Walker

Michael Zolkewitz and Michelle Kramer

Ross Funds

Stein Enterprises

Russell and Jodi Wallis

Leo and Emma Zuckerman

Rotary Club of Carlsbad

Jeffrey D. Sterk

Mary Lindenstein Walshok

John and Kathy Rubesha

Shauna Marie Stokes

Joseph and Dee Wambaugh

Rosa E. Ruiz

Kevin and Ellen Stotmeister

J. Ward and Michele Lewis

Caroline A. Salvatierra

Rosemary Straley

J.V. and Victoria Ward

Sammyâ&#x20AC;&#x2122;s Woodfire Pizza

Sullivan, McDonald, Bramley & Brody Attorneys At Law

Carolyn A. Wardell

RBC William and Evangeline Rego Reid, Sahm, Isaacs & Schmelzln LLP John and Lori Reilly Renaissance Charitable Foundation, Inc. Republic Services, Inc. (c/o Allied Waste Services)

Red and Pauline Robinson

Jeffrey and Shelley Sander

Ms. Jeri Schwartz

Warren Walker Middle School Parent Association

San Diego Button Club

Jaclyn and Stanley Summers

Joseph and Mary Watson

San Diego Downtown Breakfast Rotary Foundation

Tracy Sundlun

Janice L. Weinrick

Dolores Swanger

San Diego Firefighters Local 145 Community Responsibility Foundation

Kent H. Swedell

George W. Weir Asphalt Construction, Inc.

Allen Sweet and Lu Ann Hall

Judith A. Wenker

Deborah Szekely

Michael and Laurie Weseloh

Terra Linda RV Storage

Michael and Joni Wexler

San Elijo Lagoon Conservancy

E.J. and Erminia Terry

Paula Whalen

San Luis Rey Rotary Club

Andrea Tevlin

H. B. Sandman Foundation

Joe Thatcher

Dr. Charles and Judith Wheatley

Howard and Gloria Sandvik

Roberta V. Thill

David I. Sarkaria

Teresa Thomas

San Diego Fire Rescue Foundation

Richard and Mary Jo Young

James and Kathy Waring

James and Merrill Sullivan

San Diego Asian Film Foundation

John and Carlene Williams

Christy White Accountancy Corporation Jack and Judith White

Bronwyn Savary The San Diego Foundation | Annual Report 2012

In Memoriam Jack Campbell John “Jack” Campbell was known as a man who saw the good in everyone and wanted to make the world a better place. Jack developed polio in early childhood and fervently campaigned to eliminate polio throughout his life. Jack worked for IBM for 16 years and later developed a software company with his wife, Jill, and ultimately retired in Escondido. Jack became deeply involved in the Escondido Charitable Foundation (ECF) as a founding member and Chairman of the Board of the ECF until June 30, 2012. He served a two-year term as chair and prior to that a two-year term as chair of the grants committee. Jack provided thoughtful guidance to these two committees and the membership building committee. Jack and wife, Jill, have held a fund at The San Diego Foundation for a number of years. Jack also served as the Escondido Planning Commissioner, a director of the Rotary Club of Escondido, and helped to establish Plays in the Park.

Rex Martin

William Moises

Rex Martin was known locally for his passion for politics. His public experience began in his hometown in Michigan where he was elected to eight years as City Council member, Deputy Mayor and Mayor. His professional career spanned more than 31 years in Public Safety. Rex was the first civilian (non-sworn) Director of 911 Operations in the 150 year history of Police, Fire and EMS, and was selected after a nationwide search. After retiring from San Francisco, he spent two years with the Department of Homeland Security, Washington D.C., with their Emergency Communications Center. Upon moving to Oceanside in 2007, Rex felt that Oceanside was his new “hometown.” He immediately became involved in the community and was appointed to the Arts Commission. He was a member of the Oceanside Rotary Club, the Oceanside Museum of Art, and served on the board of the Oceanside Charitable Foundation.

William was born in Oklahoma City and San Diego became his home after he visited La Jolla Cove in 1958. Bill’s passion in life was architecture having worked at many firms including his own in La Jolla. Mr. Moises met his wife of 37 years, Patricia Demetre Moises, while remodeling St. Spyridon Greek Orthodox Church. They set out on many adventures including catering, bicycling, traveling, fundraising and volunteering in several charities. He would ask questions about someone to get to know them, encouraged all to find their passion and attempt to fulfill their dreams. He was a positive influence in the lives of many and his goodness will go on to inspire others.

Meg Jacobs was a San Diego Women’s Foundation member and was very active in the Jacobs Family Foundation and Jacobs Center for Neighborhood Innovation in San Diego, serving as their first executive director and as a member of their boards. Her service work spanned multiple cities, starting at VISTA in Baltimore, then in New York City, and finally in San Diego, where she worked for the YWCA’s battered women’s shelter and at HomeStart. She was a lifelong traveler – she loved Europe, Latin America and Asia.

Mrs. Moss was a member of the American Association of University Women, the Science Alliance and a founding member of San Diego Women’s Foundation. She created “A Day for All Women,” an event to raise funds for a MiraCosta College program that offered older women a wide range of classes and job skills. She moved to Olivenhain 22 years ago, and became involved in Girl Scouts San Diego, Vista Community Clinic, and UCSD’s Academic Connections program, among other groups. Mrs. Moss served on the board and generously supported Girl Scouts San Diego for seven years, Recently, the Joan and Ron Moss Women’s Center opened at Vista Community Clinic. Mrs. Moss died of pulmonary arterial hypertension and heart failure on May 11 at her home.

Elaine Lipinsky

Bob Wells

Elaine Lipinsky was a member of the San Diego Women’s Foundation since 2001. She was also an avid supporter of Mama’s Kitchen through the Elaine Lipinsky Family Foundation, and had an impact not only on our organization but in the broader community. She was spirited and generous, and always willing to help.

Bob Wells, a legendary leader and the quintessential volunteer, died at the age of 84. Wells, who came to Rancho Bernardo in the mid-1980s, had a hand in the leadership, formation and expansion of a number of community organizations and projects, including the Rancho Bernardo Community Foundation, the RB Chamber of Commerce, RB Community Council, Spirit of the Fourth and the Pathway of Pride. Bob was a current RBCF board member, former board chair and a long-time board member of RBCF.

Meg Jacobs

Joan Moss

The San Diego Foundation | Annual Report 2012

The San Diego Foundation Staff The San Diego Foundation staff is made up of a group of skilled, experienced professionals dedicated to the organization’s mission. Led by Bob Kelly, The Foundation’s President & CEO, the staff works tirelessly to provide quality support in philanthropic giving and to increase the amount and impact of grantmaking in the community.

Bob Kelly, President and CEO Ruth Ambriz Trudy Armstrong Heather Back Keely A. Bamberg Karen Begin Daniel D. Beintema Sadie Brinton Lindsay Caddel Michelle Caparas Travis Clancy Esmeralda Cuevas-Anderson Otto Delacruz John Jacinto Duca Zaneta Salde Encarnacion

Kerri Favela

Hal Orr

Wyn Furman

Charlene Pryor

Amanda Greechan

Marisa Aurora Quiroz

Emily Guevara

Anna-Marie Rooney

Leslie Harrington

Nuria Shariffi

Nicola Hedge

Robyn Sharp

Maria Houchin

Felicia Shaw

Tracy Johnson

Debra Sorey

Anne Kilpatrick

Blanca Soto

BongHwan Kim

Melody Stuart

Nikki Kolupailo

Danielle Valenciano

Jacqueline Lackenbacher

Adrienne Vargas

Audrey Lewis

Emily Young, PhD

Bridget Murphy

Joshua Yu

Christina Navarro

Meryl Zwanger

Vanessa Nieves

The San Diego Foundation Marketing and Communications Team

This annual report has been printed using soy based inks on “green” paper which has been certificated by Smart Wood to the Forest Stewardship Council™ (FSC)® standards. The FSC, along with the Rainforest Alliance promotes environmentally appropriate, socially beneficial, and economically viable management of the world’s forest.s.

Anna-Marie Rooney, Vice President, Marketing and Communications Heather Back, Associate Vice President, Marketing and Media Relations Jackie Lackenbacher, Senior Graphic and Web Designer Nikki Kolupailo, Marketing Specialist Special thanks to the entire staff of The San Diego Foundation. All of the programs, donor relations and community outreach highlighted throughout this annual report is made possible by their dedication, passion and commitment.

©2012 The San Diego Foundation. All rights reserved. No portion of this publication may be reproduced without the express written permission of The San Diego Foundation. All information contained within The San Diego Foundation 2012 Annual Report reflects the fiscal year July 1, 2011 to June 30, 2012. Every attempt has been made to ensure the accuracy of all information. The San Diego Foundation assumes no liability for errors.

The San Diego Foundation Office Locations Main Office-Liberty Station

Rancho Bernardo

Carlsbad

2508 Historic Decatur Road, Suite 200 San Diego, CA 92106 (619) 235.2300 - main line (619) 239.1710 - fax

16870 West Bernardo Drive, Suite 400 San Diego, CA 92127 (619) 764.8602

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