PASADENA COMMUNITY FOUNDATION
Annual Report 2013 Support the arts | Pay tribute to my parents | Reward academic excellence | Preserve the environment | Fund children’s visual arts programs | Support
causes you care about | Honor my father | Help African American youth |
Plant gardens | Buy gifts for children at Christmas | Remember my wife |
Treat addiction | Assist those in poverty | Provide access to healthcare | Build
character in our youth | Give back to my community | Enable the disabled
| Endow live musical performances | Educate our children | Preserve my
cultural heritage | Pass on family values | Remember a loved one | Pay it
forward | Preserve architectural treasures | Enhance cultural enrichment | Contribute to the field of infrared, millimeter and terahertz waves | Be a good
corporate citizen | Celebrate the memory of our son | Help animals | Build
an endowment for my favorite charity | Show that I love Pasadena | Assist
Seniors in need | Teach kids | Create art | Support the arts | Pay tribute to
my parents | Reward academic excellence | Preserve the environment | Fund
children’s visual arts programs | Support causes you care about | Honor my
father | Help African American youth | Plant gardens | Buy gifts for children
at Christmas | Remember my wife | Treat addiction | Assist those in poverty
Building Hometown Educate our children | Preserve my cultural heritage | Pass on family values | Remember a loved one | PayLegacies it forward | Preserve architectural treasures |
| Provide access to healthcare | Build character in our youth | Give back to
my community | Enable the disabled | Endow live musical performances |
Enhance cultural enrichment | Contribute to the field of infrared, millimeter
and terahertz waves | Be a good corporate citizen | Celebrate the memory of
As of January 2014, I was honored to succeed R-lene de Lang (Board Chair 2012-2013) who provided strong leadership during our 60th anniversary. “Building Hometown Legacies” was the theme of that celebratory year and of this annual report. ~ We are pleased to share with you the ways in which these legacies, created by people who love Pasadena, are helping to sustain the good work carried out by local non-profit organizations. ~ With appreciation we shine the spotlight on both our Endowment Builders whose named funds are living legacies at work today and on our Legacy Society Members whose future gifts will help meet tomorrow’s needs. ~ 60 years after our founding, we are building endowments to address today’s needs unmet and tomorrow’s needs unforeseen. Dave Davis, Chair To celebrate the 130th anniversary of the Pasadena Public Library, the Pasadena Public Library Foundation (PPLF), and The Friends of Pasadena Public Library, are collaborating to raise funds for the Central Library’s facade restoration project. PPLF, which is an endowment fund of the Pasadena Community Foundation, was established 30 years ago to refurbish and maintain the beautiful and historic Myron Hunt building. The Friends, a separate non-profit, has an impressive history of raising funds to support reading programs and projects at the nine branches. The two organizations, in partnership with the City of Pasadena, are collaborating to raise $150,000 for restoration of the facade of this magnificent building.
Board & Staff 2014 Board of Directors: David M. Davis, Chair Judy Gain, Vice Chair Ann Dobson Barrett Rita Diaz Lois Matthews Peter McAniff Margaret Mgrublian Wendy Munger Eddie Newman Michael D. Schneickert Fran N. Scoble Les Stocker Philip V. Swan Michelle Tyson, M.D. 2014 Past Board Advisory Council: Dave Beringer Robert E. Carlson R-Lene Mijares de Lang Raymond Ealy James D. Gamb Betty Chin Ho James King G. Arnold Mulder Peggy Phelps Gloria Pitzer Diane Scott Joel Sheldon David Werbelow PCF Staff:
New Offices: Pasadena Community Foundation 301 E. Colorado Blvd., Suite 810 Pasadena, California 91101 (626) 796-2097 pcfstaff@pasadenacf.org www.pasadenacf.org
Executive Director: Jennifer Fleming DeVoll Director of Finance: Mariver Copeland Director of Development: Judy Wilson Marketing & Development Manager: Mike deHilster Donor/Grants Coordinator: Shawna Yetka
Confirmed in compliance with national standards for U.S. community foundations
2013 – 2014 Grants by Area of Interest Ronald McDonald House Pasadena
2013
$3,338
Human Services
Arts & Culture Armenian Identity Harvest $500 Armenian Genocide Memorial $5,000 in Pasadena Los Angeles Children’s Chorus $1,000 Muse-ique $10,000 Pasadena Altadena Community $1,000 Endowment Fund Pasadena Arts Council $2,582 Pasadena Community Orchestra $3,225 Foundation Pasadena Heritage Pasadena Museum of History Pasadena Playhouse Southwest Chamber Music Theatre at Boston Court
$25,000 $8,685 $25,000 $6,519 $5,867
Abode Communities Club 21 Door of Hope D’Veal Family & Youth Services El Centro de Accion Social, Inc. Friends in Deed Friends Outside in LA County Union Station Homeless Services Villa Esperanza Services
2014
$25,000 $10,000 $25,000 $10,000 $10,000 $13,500 $23,000 $25,000 $25,000
Environment Arroyos & Foothills $25,000 Conservancy Pasadena Beautiful Foundation $20,000 Pasadena Community Gardens $500 Conservancy
Health Hear Center $6,884 Huntington Medical Foundation $24,837 Huntington Medical Research $1,167 Institute (HMRI) Planned Parenthood of $25,000 Pasadena & SGV Rose City Counseling Center
$4,780
Human Services
AbilityFirst $20,000 Five Acres $25,000 Armory Center for the Arts $26,000 Foothill Unity Center $25,000 SAPPA $1,250 Education FVO Solutions, Inc. $14,000 Pasadena Museum of $15,000 College Access Plan $10,000 Hathaway-Sycamores Child $25,000 California Art Flintridge Center $5,840 and Family Services Pasadena Public Library $1,000 Frostig Center $10,000 Hillsides $25,000 Side Street Projects $15,000 Partnership for Success! $20,000 Mothers’ Club Family $11,950 Altadena Christian Children’s $10,000 Pasadena Education Network $4,079 Learning Center Center Pasadena Educational $26,000 National Day Laborer $7,250 Foundation Organizing Network Education Pasadena Senior Center $500 College Access Plan $10,000 Environment Union Station Homeless Services $1,000 Gamma Zeta Boulé $2,500 Arlington Garden in Pasadena $1,000 URDC Human Services $11,914 Foundation La Casita Foundation $25,000 Corporation Hillside School & Learning Center $500 Villa Esperanza Services $10,000 La Salle High School $25,000 Health Partnership for Success! $20,000 AAF Rose Bowl Aquatics Center $10,000 Youth Pasadena Altadena Community $181 Foundation for Living Beauty $3,500 Boys & Girls Clubs of Pasadena $25,000 Endowment Fund The Gooden Center $25,000 Ideal Youth Inc. $4,500 Pasadena Educational $14,994 Oak Crest Institute of Science $1,150 Kidspace Children’s Museum $13,370 Foundation (Blair High School) Pacific Clinics $10,000 Pasadena Educational $26,000 Planned Parenthood of $1,300 Foundation (Summer School) Pasadena & SGV
Arts & Culture
Arroyos & Foothills Conservancy site visit to Cottonwood Canyon, Pasadena
Foothill Unity Center site visit to Pasadena food distribution center
Building Hometown Legacies... ...for the Place You Call Home Margaret L. Amos Endowment Dorothy Avakian Endowment Guil & Gwen Babcock Endowment Joseph W. Barta Endowment Rena J. Bruce Endowment Bob & Maureen Carlson Endowment Carl W. & Lynn Cooper Endowment O.K. Earl Endowment Eleven Twenty Seven Endowment (Trustee, Temo Arjani) Fred & Jean Felberg Endowment Judith Gain Endowment James Gamble Endowment Donald & Taylor Hall Endowment Betty Jean Ho Endowment Jean Hubbard Endowment George & Maggie Jagels Family Endowment
Bernard & Mary Johnson Endowment John & Jennith Knox Family Endowment Virginia Krueger Endowment Elizabeth Lent Endowment Helen B. Lockett Endowment Al & Rose Marie Lowe Endowment Ruth Stewart Martin Endowment Katherine Mason Endowment David & Margaret Mgrublian Endowment Lauren G. Millis Endowment G. Arnold & Gretl Mulder Endowment Wendy Munger & Leonard Gumport Endowment Dottie & Byron Nelson Endowment Maria Antonia Niven Endowment Peggy Phelps Endowment Dorothy J. Philips Endowment
...for Supporting Your Passion Arts and Culture Ann Dobson Barrett & Olin Barrett Endowment for Arts & Culture David & Holly Davis Arts & Culture Endowment Jim & Joan Caillouette Endowment for Arts Margaret Leong Checca Endowment Live Orchestral Music Endowment
Education Luke & Allyson Copeland Endowment for Education Ray & Eddie Newman Endowment for Education Stephen & Judith McDonald Endowment for Education
The following unrestricted endowments benefit Pasadena through supporting PCF’s local grant making. Create a named fund to support your hometown! Sterling Pile Endowment William J. Prisk Endowment William T. Reynolds Endowment Lucille L. Roseman Endowment Schneickert -Otamura Endowment Fran Scoble Family Endowment H. Diane Scott Endowment John & Linda Seiter Endowment Joel & Jil Sheldon Endowment Dorothy I. Stewart Endowment Philip A. Swan Endowment Philip V. & Sara Lee Swan Endowment John & Shirley Thomas Endowment Sid & Betsey Tyler Endowment Michelle Tyson & Ara Hagopian Endowment Louis & Marion Webb Endowment Helen L. Wilfong Endowment
The following restricted endowments support an area in our community of interest to the donor. Create a named fund to support your passion!
Jud & Marilyn Roberts Endowment for Education
Bill & Claire Bogaard Endowment Matthew & Jennifer DeVoll Endowment
Cornelia L. Eaton Endowment for Assistance to the Elderly Ella C. Price Endowment for Disabled Children Bill & Betsy Rawn Endowment for Seniors in Need Truman’s Touch Endowment
Health
Youth
John & Lucille Crumb Endowment for Medical Research Jim & Priscilla Gamb Endowment for Healthcare Phillip & Lois Matthews Endowment for Health
Rebecca R. Anthony Endowment for Needy & Underprivileged Youth Loretta Glickman Endowment for African American Youth Ralph & Margaret Norrington Endowment for Youth Mitzvah Endowment
Environment
Human Services Nancy Nash Beckham Endowment for Hunger
Legacy Society The Legacy Society recognizes and gives appreciation to a special group of individuals and families who have named the Pasadena Community Foundation as a beneficiary in their estate plan. Anonymous (1) Anonymous (2) Anonymous (3) Anonymous (4) Anonymous (5) Ann Dobson Barrett
Barbara Beckham Bill & Claire Bogaard Robert Brehler & Orin Burgess John & Ginny Cushman R-lene de Lang Judy Gain Thomas & Marcella Harris Victor & Marion Jones John J. Kennedy Cynthia Kurtz & James McDermott John & Margaret McAustin Don & Nancy McIntyre
Don & Gloria Pitzer Denise Mimishian Gail Rolf Norman & Sossi Sarafian Michael Schneickert & Karen Otamura Rick Nordin Sandra Shatto Margaret A. & Peggy Anne Smith The Thorpe Family Sid & Betsey Tyler Jolly Urner Randy & Judy Wilson
Elizabeth Lent Endowment
Libby Lent wrote a letter in 2003 to
Elizabeth Lent
the then new Executive Director. Libby had enclosed a check and thanked Jennifer DeVoll for the opportunity to become a Fellow. She went on to say that the Pasadena Community Foundation (PCF) was “mentioned in my estate plan.”
Ten years later, in 2013, Libby passed away at the age of 99. Her bequest to PCF has become the Elizabeth Lent Endowment which will contribute to PCF’s local grants creating a legacy for the place Libby called home for over 50 years.
Jud & Marilyn Roberts Endowment for Education
Jud & Marilyn Roberts moved
Jud & Marilyn Roberts, 1987 Library Gala
to San Marino over 50 years ago with their four children. They became engaged in the community both socially and philanthropically. When Marilyn died in 2013, the family set up her memorial fund at the Pasadena Community Foundation. Gifts to the fund were to be divided among organizations about which Marilyn cared deeply. Jud also made a contribution to set up the Jud & Marilyn Roberts Endow-
ment for Education which would create a lasting tribute to their commitment to educational causes.
Jud & Marilyn Roberts moved to San Marino more than 50 years ago with their four children, Clark, Brad, Cindy and Jeff
Ruth Stewart Martin Endowment
Ruth Stewart Martin was a generous donor to many charities in the Pasadena area. Much of her giving was done through her donor advised fund at the Pasadena Community Foundation.
Ruth Stewart Martin
When she passed away in 2013, her daughter gifted the balance in her mom’s fund to create the Ruth Stewart Martin Endowment. This legacy will ensure that Ruth keeps on giving to her community forever.
Building Hometown Legacies... ...with Local Partners In 2013, the Giesen Trust, a private foundation that had been established in 1972 became a component fund at PCF. The mission remains the same. The Board remains actively engaged with the grant making. This spring, the Giesen Trust was pleased to award $30,000 in grants to six organizations that encourage the personal and emotional development of children and youth through an experience in the visual arts.
Giesen Trust 2014 Grantees:
...through Investment and Stewardship
Michael D. Schneickert Chair, Finance Committee
Wisdom Arts Lab for Community Fridays
Armory Center for the Arts – for Artful connections with math Art Center College of Design – for Saturday High Pasadena Education Foundation – for Digital photography @ Marshall Flintridge Center – for Aerolsol/ Graffiti Street Art @ artWORKS Side Street Projects – for Kinetic Creature @ Washington Elementary Wisdom Arts Laboratory – for Community Fridays
The expert oversight of our investments and thoughtful consideration of our spending policy both contribute to the long term growth of our collection of endowments. Our goal is to maintain their collective purchasing power over time. These endowments are the engine that make our grants possible to our six areas of interest.
Areas of Interest: Arts & Culture – Pasadena Playhouse 2013 grantee Education – Partnership for Success! 2013/2014 grantee Environment – Pasadena Beautiful Foundation 2014 grantee Health – Ronald McDonald House Pasadena 2013 grantee Human Services – Club 21 2013 grantee Youth – Ideal Youth Inc. 2014 grantee
...with Local Partners In 2013 PCF and the City of Pasadena forged a partnership whereby PCF would take on the investment and administration of an endowment fund that the City held for the purpose of supporting non-profits that provide services to Pasadena residents. The Pasadena Assistance Fund Awarded $80,000 in grants recommended by Pasadena’s Human Services Commission through a competitive application process.
Pasadena Assistance Fund 2014 Grantees:
Boys & Girls Club of Pasadena for transportation program
Armenian Relief Society of Western U.S.A. – for Pasadena community assistance program Pasadena City College Foundation – for Project Leap Armory Center for the Arts – for Teen initiative and apprenticeship program Boys & Girls Clubs of Pasadena – for Transportation program
Pasadena City College Foundation for Project Leap
Arts & Culture (photo: Jim Cox)
Human Services
Youth
Environment
Health
Education
8 2012-2013 Financial Summary 8 FOR THE YEAR ENDED DECEMBER 31
Statement of Activity Net Assets – Beginning of Year Additions Contributions and other support Gain on Investments Total Additions
2013
2012
$35,658,517
$28,338,896
$9,023,417 $5,055,944
$7,849,177 $2,843,149
$14,079,361
$10,692,326
Statement of Financial Position Assets Cash and Cash Equivalents Investments Other Assets Total Assets
FOR THE YEAR ENDED DECEMBER 31
2013
2012
$739,768 $44,543,263 $167,327
$2,781,555 $33,881,554 $205,807
$45,450,358
$36,868,916
Liabilities Expenses $105,111 Program Accounts Payable & Accrued Expenses $169,879 Agency Funds $1,384,259 $1,105,288 Donor-Advised Grants $4,592,655 $1,877,320 Discretionary Grants Field of Interest Grants Operating
$414,863 $90,743 $309,417
$760,143 $147,278 $332,100
Total Program Administrative and General Development
$5,407,669 $122,856 $311,133
$3,116,841 $137,398 $118,466
Total Expenses
$5,841,658
$3,372,705
Change in Net Assets – increase/(decrease)
$8,237,703
$7,319,621
Net assets at the end of the year
$43,896,220
$35,658,517
Total Liabilities
$1,554,138
$1,210,399
Total Net Assets
$43,896,220
$35,658,517
Total Liabilities and Net Assets
$45,450,358
$36,868,916
The Pasadena Community Foundation financial statements are audited annually. Copies of PCF financial statements and tax return form 990 and the 990T, if one is filed, are available upon request.
301 East Colorado Blvd., Suite 810, Pasadena, California 91101 (626) 796-2097, pcfstaff@pasadenacf.org, www.pasadenacf.org
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c The Pasadena Community Foundation is pleased to announce its relocation to new offices.
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Pasadena Community Foundation 301 East Colorado Boulevard Suite 810 Pasadena, California 91101
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