Page 1

2008 Annual Report

Supporting

our Community

from the

Ground,Up

Sustainability is at the root of our organization Everyone involved with the San Luis Obispo County Community Foundation defines sustainability in numerous, intertwined ways. We work to help local nonprofits become more efficient and effective and to sustain every resident of the county. We continually seek to lessen the impact of our operations on the environment and, perhaps most importantly, we act in ways that ensure donors’ legacies will exist forever. The service we provide truly supports the community from the ground up and will continue to do so for years to come.


2008 was a hallmark year celebrating our 10th anniversary, and we are proud that we made a record 423 grants totaling nearly 2.3 million dollars, 93% of which stayed in San Luis Obispo County. A full list is at www.sloccf.org. Our commitment to sustainability was challenged by the turmoil in the global economy, but because we are focused on the long-term, we were able to navigate the turbulence in such a way that we thrived. We are especially proud that during this time of increasing need the largest percentage of grants went to support the basic needs of our neighbors, followed by improving health care services. We want to thank John Dunn for his two years of extraordinary leadership as president of our Board of Directors. We also say a fond farewell to our last two Founding Board members who completed their terms of service last January, Wayne Lewis and Warren Sinsheimer. This annual report represents a shift in delivery of our publications that enhances our sustainability in two ways. First, it is in a different format, one that interacts more with our website — www.sloccf.org

— and reduces our impact on the environment. While we continue to experiment with electronic delivery of our news and information, we respect the preferences of people who like to hold a document in their hands. To this end, we ask you to let us know if you would prefer to receive our newsletter and future years’ annual reports electronically, rather than in print form, by sending a quick message requesting electronic delivery to info@sloccf.org. We look forward to an even better 2009 despite the instability in the economy. We have adopted the motto, “A crisis is a terrible thing to waste.” This is our opportunity to focus on the most important needs in our community, and to figure out how to engage local philanthropy where it can be most effective. With your continued partnership, we, together, will build a stronger community in this wonderful part of our nation.

Wendy Brown President

Barry VanderKelen Executive Director

2008 Foundation Funds Unrestricted Endowment Funds Unrestricted gifts are held in perpetuity, producing annual income that is used to mee t community priorities as they arise. These funds are awarded to organizations through the Foundation’s grants program, following careful review by the Board of Directors, staff and community leaders. Community Endowment Fund Roberta D. Petrie Memorial Fund This fund supports nonprofits throughout San Luis Obispo County.

Art Inspires Fund Field of Interest Funds that support the arts. • Holser Educational Fund for the Performing Arts • William Randolph Hearst Fund for the Arts Brenda Buchbinder Hock Endowment Fund Grants from this fund support programs that educate and engage youth in the care and treatment of companion animals. Clark Moore Conservation Award Fund Established in honor of Clark Moore, a local environmentalist, this fund supports conservation projects and educational activities.

Field of Interest Funds Field of interest funds allow donors to support a broad area such as education, social services, historic preservation, or environmental conservation. These funds enable the Community Foundation to respond to the community’s most pressing needs. Access for All Fund In honor of Paul Wolff, this fund presents an annual award to recognize and honor those who follow Mr. Wolff’s example of selfless dedication to serving the accessibility needs of all in SLO County. Additionally, the fund will support activities that further the mission of “Access for All,” a coalition creating an accessible community. Alfred & Diane Fritz Endowment Fund This fund will distribute to environmental and education needs within the county. Alva, Ernest & William Righetti Fund for Seniors and People with Disabilities This fund was established by the Righetti family to assist organizations that help disabled and/or elderly citizens of the County of San Luis Obispo. Amy L. Arsenio Endowment Fund The income from this fund will be used to make grants to organizations which assure access to health care for persons in San Luis Obispo County who would otherwise not be able to afford that care. This fund was created to honor Amy Arsenio, a long-time health care advocate for people in poverty. 2

Helen and Ronald Dunin Memorial Endowment This fund was created to help people who are attempting to help themselves. Funds will be dispersed in the form of loans, grants, stipends and scholarships. Holser Educational Fund for the Performing Arts Established by Clifford B. Holser to support young people involved in the performing arts who live in the San Luis Obispo area. Janssen Foundation Youth and Youth Sports Fund A partnership with the Janssen Foundation, this fund was created to initiate a competitive grant making program for youth sports and youth programs within the City of San Luis Obispo and adjacent area. Jean E. Anderson Endowment Fund for Bicycle Safety Education Jean Anderson established this fund to support nonprofit organizations that provide bicycling and pedestrian safety education programs for the residents of San Luis Obispo County.

The seventh annual Paul Wolff Accessibility Advocacy Awards (PWAAA) held in May honored those whose efforts increased local accessibility for people with disabilities.

Ernest & May Steiner Fund This fund was established by the Steiners to provide for the needs of homeless and destitute people in San Luis Obispo County. Fund for Vineyard and Farm Workers Brian and Johnine Talley established this donor advised endowed fund to provide grants to organizations that improve the lives of vineyard and farm workers in SLO County. They hope to build this fund with support from other wineries and agricultural organizations in the county. Health Programs Endowment Fund This fund distributes grants to local eligible organizations that address the health care needs of the county.

San Luis Obispo County Community Foundation 2008 Annual Report

Marion M. Sinsheimer Fund for Teens This fund will provide grants to local organizations which provide services, activities and programs for teenagers in SLO County.

Pathways to Adulthood This fund holds the Irvine CFI II re-granting dollars which supports programs creating successful pathways to adulthood for transitional age youth 14-24. Preventive Health Care Endowment Fund Grants from this fund support programs and projects that promote the health and well-being of the community, encourage behaviors and activities that focus on preventing disease, and enable county residents to reach and maintain optimal health stability and independence. Raising a Reader Fund This fund provides grants to local organizations to implement Raising a Reader, an award-winning take home book bag program that promotes healthy cognitive development, parent-child bonding and early literacy skills. Roy N. Wolf Memory Fund Grants from this fund will support human services and environmental needs. South County Education Foundation Endowment The primary purpose of the Fund is to provide support to the educational programs of the Lucia Mar School District. The Growing Together Endowment Fund This fund distributes grants to address issues and service needs of the county’s lesbian, gay, bisexual and transgender community.


San Luis Obispo County

Community Foundation

cornerstone fund

community endowment

field of interest funds & scholarships

donor advised funds

The Community Foundation helps people turn their passion into community action in numerous ways. Some people help increase philanthropy throughout the county through the Cornerstone Fund; some invest in current and future generations through the Community Endowment; some focus on a particular area or cause through Field of Interest Funds, like scholarships; and some recommend specific grants through Donor Advised Funds. Combined, all donors actively improve the quality of life for all residents of San Luis Obispo County.

William Randolph Hearst Fund for the Arts The cornerstone gift of the Art Inspires Fund supports the arts in SLO County. Women’s Legacy Endowment Fund Established as a permanent endowment to support programs and projects of local organizations that address the issues and needs of women and girls.

Agency Endowment Funds Nonprofit organizations establish agency endowments that are held and managed by the Foundation. Earnings on the funds can be distributed to the nonprofits each year, providing them with a permanent source of income. AIDS Support Network Endowment Fund This fund supports the AIDS Support Network in carrying out its role and mission. American Institute of Architects, Central Coast Chapter Endowment This fund provides support to the scholarship and educational activities of the Central Coast Chapter of the American Institute of Architects. Assistance League of San Luis Obispo County Endowment Fund This agency fund suppor ts the Assistance League of San Luis Obispo County. Atascadero Loaves and Fishes Endowment Fund The primary purpose of this fund is to support the role and mission of Atascadero Loaves and Fishes. Camp Hapitok Endowment Fund This fund supports Camp Hapitok, which provides a therapeutic camp program for children with speech and hearing problems. CASA (Court Appointed Special Advocates For Children of San Luis Obispo County) Endowment Fund The purpose of this fund is to support CASA in its work with abused and neglected children who are under the jurisdiction of the Juvenile Court in San Luis Obispo County. For corrections or updates contact kim@sloccf.org

Cayucos Land Conservancy This fund will provide support to the programs and activities of the Cayucos Land Conservancy, helping further its mission of establishing a permanent greenbelt around Cayucos.

Friends of Senior Nutrition Program Endowment The purpose of this fund is to support the Senior Nutrition Program in carrying out its role and mission as described in its governing documents.

Chris Jespersen Memorial Society Endowment Fund This fund supports the activities of the Chris Jespersen Memorial Society.

Friends of the Fiscalini Ranch Preserve Management and Operations Fund This fund will support the Friends of the Fiscalini Ranch Preserve in carrying out its role and mission as outlined in their governing documents.

Community Counseling Center Endowment Fund This fund holds the endowment of the Community Counseling Center. Cornerstone Fund A fund established to support ongoing administrative operations of the San Luis Obispo County Community Foundation. County Arts Fund Created by the SLO County Arts Council Board to establish an endowment fund for their organization. Economic Opportunity Commission (EOC) Endowment Fund Created to support the Economic Opportunity Commission to carry out its role and mission as described in their governing documents. Foster Parent Association Endowment Fund This fund is established to support the operations and ac tivities of the Foster Parent Association. Foundation for San Luis Obispo County Libraries Endowment Fund Established to provide support to the Foundation for San Luis Obispo County Public Libraries, this fund will help carry out its role, mission and charitable work as described by its governing documents. Friends of Prado Day Center Endowment Fund This fund supports the operations of the Prado Day Center, a homeless day shelter in San Luis Obispo.

New Dawn Endowment Fund This fund supports the New Dawn Center, a Montessori school in Cambria. North Coast Small Wilderness Area Preservation Endowment Fund The primary purpose of this fund is to support the activities of the North Coast SWAP. Old Mission Church Support Fund Old Mission Church established this endowed fund to support the operations of the church.

Goodwill Endowment Fund Goodwill Industries established this fund at the Foundation to help carry out its mission of helping people find employment, housing and education.

Pacific Repertory Opera Endowment Fund This agency fund will support the activities of the Pacific Repertory Opera.

Grizzly Youth Academy Endowment Fund Established to support the Academy, this fund will help carry out its role, mission and charitable work as described by its governing documents.

Parents Helping Parents Endowment Fund This fund was established to support the activities of Parents Helping Parents, a subsidiary of the United Cerebral Palsy Association.

Hospice of San Luis Obispo County Endowment Fund This fund was established to support Hospice of SLO County in carrying out its role and mission as described in their governing documents.

Partnership for the Children Endowment Fund This agency fund supports the activities of the Partnership for the Children, which operates the Clinica de Tolosa in Paso Robles, a dental clinic providing services to low-income residents of the County.

Hospice Partners of the Central Coast Endowment Fund The purpose of this fund is to support Hospice Partners of the Central Coast in carrying out its role and mission as described in its governing documents. Human Powered Vehicle Association This fund holds the endowment of the Human Powered Vehicle Association. Land Conservancy of SLO County Core Conservation Fund The primary purpose of the fund shall be to provide support to the Land Conservancy of San Luis Obispo County to carry out its role, mission and charitable work as described by its governing documents. Los Osos Community Pool Endowment Fund This fund will support the construction of a community pool.

Photo courtesy of Peoples Self-Help Housing.

Grants awarded from the People’s Self-Help Housing Corporation Endowment Fund assist with creating low-income housing for some of San Luis Obispo County’s workforce.

Peoples’ Self-Help Housing Corporation Endowment Fund This endowed fund will support the activities of the Peoples’ Self-Help Housing Corporation.

Visit the Community Foundation online at www.sloccf.org

3


2008 Staff

L to R: Angela Hollander, Janice Fong Wolf, Kim Ramos, Barry VanderKelen, Sandra Knapp, Kathy Evans

Cornerstone Fund | Agency Endowment Fund At the end of the day, it’s SLOCCF staff members who lend their guidance, their expertise, and their wisdom to make sure that those who support others will get the help they need to stay the course. For full story, visit www.sloccf.org.

Longshot Minx Endowment Fund Los Osos Community Services District Fund M. Richard & Joyce J. Andrews Endowment Fund Melvin & Marian Gautier Endowment Fund Miah Family Donor-Advised Endowment Fund Michael M. Maino Memorial Fund Patricia C. Wyse Endowment Fund Peachey Fund Philip & Christina Bailey Fund Project Heartbeat Endowment Fund Sara Franklin Bornstein Endowment Fund Sinton Family Fund Smith Family Endowment Fund Steve & Sheri Hauck Endowment Fund Sunnyside Foundation for Kids’ Education Endowment Fund Swift Action Fund Terence Fibich Fire Service Fund Trandem Donor-Advised Endowment Fund

Endowed Scholarship Funds Scholarship funds honor or memorialize an individual or serve a specific purpose that is important to the donor. Scholarships enable students to pursue traditional higher education or vocational training. Income from the endowment provides the scholarships and awards annually.

Pismo Beach Five Cities Rotary Charitable Foundation Endowment Fund The purpose of this fund is to support the mission of the Pismo Beach Five Cities Rotary Club.

United Way of San Luis Obispo County Endowment Fund United Way established this fund to support their charitable activities.

Alex Madonna Memorial Award Fund The fund was established by family and friends of Alex Madonna to support projects that honor his work and life-long support of ranching and agriculture in San Luis Obispo.

San Luis Obispo County Historical Society The fund will hold a portion of the endowed funds of the SLO County Historical Society.

Women’s Shelter of North County Endowment Fund A fund established to support the mission of the Women’s Shelter.

Alfred I., Catharine J. & Eleanor G. Switzer Scholarship Fund This fund provides scholarships to benefit the children of Los Osos.

Woods Humane Society Endowment Fund The purpose of this fund is to support the mission of Woods Humane Society.

AVID Region VIII Scholarship Fund

San Luis Obispo Wind Orchestra Endowment Fund This fund was established by the SLO Wind Orchestra through a previous bequest. San Luis Obispo Wind Orchestra General Endowment Fund The primary purpose of the Fund shall be to provide support to the operations and activities of the SLO Wind Orchestra to carry out its mission and charitable work.

Zoological Society of San Luis Obispo County Endowment Fund A fund established to support the activities of the zoological society.

SLO Children’s Museum Endowment Fund

Donor Advised Endowment Funds Distributions are made from each Donor Advised Fund based on advice from the donor. This type of fund allows donors to retain the right to suggest specific projects in any field of interest while avoiding the administrative complexities of a private foundation.

This fund supports the operations of the SLO Children’s Museum created by the Children’s Museum Board of Directors. SLO County Youth Symphony Endowment Fund This fund supports operations of the SLO County

Youth Symphony

The performing arts play a role in young people’s lives as shown by these San Luis Obispo Youth Symphony violinists.

SLO Symphony Endowment Fund The purpose of this fund is to support operations of the SLO Symphony.

The Literacy Council for San Luis Obispo County The primary purpose of the Fund is to provide support to The Literacy Council for San Luis Obispo County to carry out its role, mission and charitable work as described by its governing documents. 4

Aaron A. Baker and Lyn C. Baker Fund Allen & Susan Minker Endowment Fund Andrew Weber & Joanne Peratis Weber Endowment Fund Anumodana Donor Advised Fund Clark Family Fund Clifford R. & Lois P. Elliot Fund Conklin Family Charitable Trust Fund Darcie & Nicholas Thille Charitable Gift Fund Deborah Lyon & R. Jeffrey Herten Donor Advised Fund Dinsmore-Daman Fund D. Michael & D’Elaine Patrick Endowment Fund Efird Family Fund Esther & Sidney Bertram Donor Advised Fund F.G. Novy Fund Forbes Family Fund Frederick W. Hentschel Endowment Fund George & Janice Clucas Endowment Fund Hospice du Rhone Endowment Fund Innovative Fund James & Perry Jamieson Family Endowment Fund John & Marcia Lindvall Fund Leonard & Natalie Wall Charitable Gift Fund

San Luis Obispo County Community Foundation 2008 Annual Report

Established to reward local middle school students who successfully complete AVID (Advancement via Individual Determination), a national program to help at-risk students succeed. Brian Waterbury Memorial Scholarship Fund This scholarship was established in memory of former San Luis Obispo High School math teacher and cross-country coach, Brian Waterbury. Don Floyd Memorial Scholarship Fund Celebrating the memory of former Cal Poly professor Don Floyd this fund awards three to five scholarships each year to Cal Poly students participating in the International Program to study abroad. Dorothy Ross Memorial Fund Two annual scholarships are awarded to local youth who have spent time at the San Luis Obispo Juvenile Services Center and plan to pursue higher education. Elkan T. Hart Scholarship Fund This endowed scholarship fund was created by the Exchange Club of North County to provide one $500 per year scholarship to a student at Paso Robles High School. Frank C. Holt Scholarship Fund Established by the Rotary Club of San Luis Obispo and the American Legion Post #66 in memory of Frank C. Holt, a long-time local educator, this fund provides scholarship support for an outstanding male and female student from San Luis Obispo High School. Gary Grossman Scholarship Fund Established by Gary Grossman, this fund awards scholarships to LGBT youth whose parents are financially unable to or refuse to support their children’s educational expenses because of the child’s sexual orientation. Gary Paul Piantanida Scholarship Fund This fund distributes scholarships to local teens who demonstrate financial need and good character.

German School Committee Fund The purpose of this fund is to support a foreign exchange program that sends students from San Luis Obispo High School to Germany. Ian Purdon Memorial Scholarship Fund Scholarships from this fund are awarded to a SLO High School senior on the football team who demonstrates perseverance, dedication and teamwork, in memory of Ian Purdon. Irene H. Broadbent Music Scholarship Fund In honor of Irene H. Broadbent, this fund is designed to provide scholarships for San Luis Obispo youth (6 -18) to receive musical education and training. Justin McCutcheon Memorial Scholarship Fund Established in memory of Justin McCutcheon, this fund’s primary purpose is to provide annual scholarship support to a senior from a Pac-7 League, boys or girls. Kiwanis SLO de Tolosa Scholarship Fund The purpose of the Fund is to provide scholarship support to deserving students. Lauren Tipton Slaughter Scholarship Fund Family and friends of Lauren Tipton Slaughter established this memorial fund to support a graduating senior at San Luis Obispo High School who played on the girls’ tennis team.

A grant from the Alex Madonna Memorial Award Fund made it possible for 18-year-old ag-business student, Jonna Faeth, to refurbish this 1959 Fordson Dextra tractor.

Mary Jo DeSio Scholarship Fund Scholarships from this fund will reward students preparing to be special education teachers. Music for the Millenium This SLO Symphony fund awards scholarships to support music education programs in the local schools. Paso Robles High School Class of ’55 Scholarship Fund These scholarships are awarded to seniors at Paso Robles High School who are entering an accredited community college, trade or technical school, or four-year college. Paul E. Godfrey Memorial Scholarship Fund This fund provides scholarship support annually to students who are graduates of Venice Senior High School in Los Angeles, California, who matriculate to Santa Monica College. Richard J. Weyhrich Leadership Fund This fund annually awards a leadership scholarship to a student at each high school and college in San Luis Obispo County. Spirit of the Class of ’49 Award This fund awards two scholarships each year to San Luis Obispo High School seniors who plan to attend a trade or technical school. Stephen Donnellan Moss Memorial Scholarship in Journalism Fund The purpose of the Fund is to support Cal Poly students majoring in Journalism with an emphasis on print or broadc as t media. Established by family of Stephen D. Moss and New Times newspaper.


Field of Interest Fund | Helen and Ronald Dunin Memorial Fund Victims of domestic violence and homeless families need stability, security, and self-sufficiency to become part of a truly sustainable community. Groups such as these receive a hand up, not a hand out through the Helen and Ronald Dunin Memorial Fund. A grantee of this fund is the North County Women’s Shelter. Employing the “4-S” program, — Stability, Security, Self-sufficiency, and Sustainability — they provide a safe and compassionate respite for victims of domestic violence as they struggle back from a life of abuse toward one of normalcy. Another grantee is the Fast Forward Home project. In collaboration with other helping agencies, it provided a San Luis Obispo homeless couple with three children the money they needed to move into their

Wachtang Korisheli Music Scholarship Fund This fund awards scholarships to students who have participated in the San Luis Obispo County Youth Symphony Program. Yeager Science Scholarship The purpose of the Fund is to provide scholarship support to Coast Union High School students intending to major in Physics, Geology, Math, Engineering, Chemistry or Computer sciences.

AWARDS Awards honor an individual or serve a purpose that is important to the donor. Income from the endowment provides the awards annually. Isabel P. Ruiz Humanitarian Award Endowment Fund Named to honor the dedication and commitment to caring about people exhibited by Isabel P. Ruiz. It is designed to highlight and encourage those who follow in Isabel’s footsteps to remain committed to advocacy and community organizing to improve the lives of everyone in SLO County. The San Luis Obispo County Environmental Awards Individuals, groups or organizations that have made a worthwhile contribution to the betterment of the environment or ecology of SLO County are annually recognized and awarded

own home. The couple worked hard, saved money, and performed needed community service work and the funds donated matched the amount the family had saved, making their new home possible. Now, the children do better in school with a quiet place to do homework; the adults work harder and parent better with a place to call home; and everyone is healthier now that they can cook and eat meals at home. The North County Women’s Shelter and The Fast Forward Home Project are funded by the Helen and Ronald Dunin Memorial Fund — a SLOCCF “field of interest” fund.

with this fund. The awards are made in three categories: Environmental Achievement of the Year; Sustained Environmental Contribution; and Environmental Initiative.

Designated Funds Designated Funds are established by a group or individual for the benefit of a specific nonprofit organization. These funds can be either endowed or pass-through. ACTION for Healthy Communities Fund

This pass through fund supports the administrative expenses of the efforts of the ACTION for Healthy Communities collaborative. Ann Freeman Endowment Fund This fund supports four funds currently held at the Foundation: The Women’s Legacy Fund, Transitions Mental Health — Independent Living Program, Brenda Buchbinder Hock Fund and the Dorothy Ross Memorial Scholarship Fund. Benjamin & Belle Levin Endowment Fund To support the Senior Peer Counseling Program formerly run by Lifespan Services Network. When Lifespan closed the endowment was transferred to the Foundation and will continue to support the program, which is now housed under Wilshire Health & Community Services.

Betty Schetzer Charitable Gift Fund This endowed fund is to support the operations and activities of the Friends of the San Luis Obispo Botanical Garden.

Grizzly Youth Academy Fund This pass through fund was established to hold charitable contributions for scholarships and operational needs.

Bridge Fund This pass through fund was established by the Board of Directors to help offset operating costs of the Foundation as we work toward achieving self-sufficiency. Contributions help support Foundation’s operations.

Grover Beach Community Library Fund An endowment that will support the needs of the library.

Bridge Street Fund An anonymous pass-through fund to support the activities and operations of the Bridge Street Group, a nonprofit organization supporting affordable and sustainable housing in San Luis Obispo. Children’s Assessment Center Leadership Team Fund This pass through fund supports activities for the development of Martha’s Place, a children’s center addressing impacts of perinatal substance abuse. Children’s Health Initiative Premium Fund The purpose of this fund is to provide healthcare insurance for children 0 -18 in SLO County. Craig H. Russell Endowment Fund The purpose of this fund is to make grants for special projects at the San Luis Obispo Symphony.

Donor Advised Fund | The Alex Quaglino Family Fund A third-generation family honors their father by creating a fund in his name. And in the process, special needs children get what they need to ease their lives and gladden their communities. For full story, visit www.sloccf.org. For corrections or updates contact kim@sloccf.org

Healthy Eating Active Living, SLO This pass through fund is a fiscal agency sponsorship to hold funds for the newly created Childhood Obesity Prevention Coalition. ILP Housing Advised Pass Through Fund This pass through fund is designated to support Transitions-Mental Health Association for operating and enrichment programs targeting clients in the Independent Living Program. Jeanne L. and Ellery J. Conley Endowed Fund The spendable income of the Fund shall be distributed in equal shares to the following six organizations: Hospice Partners of the Central Coast; Cuesta College for nursing program scholarships; Woods Humane Society to benefit cats; San Luis Obispo County Youth Symphony; Grover Beach Community Library; and South County Performing Arts Foundation.

Economic Opportunity Commission Adult Day Services Endowment Fund Created by a donor to support the EOC Adult Day Services Program because the donor’s father received excellent treatment and the family wished to provide support to the program by establishing an endowed fund. Friends of the SLO Botanical Garden Endowment Fund This fund supports the maintenance, operations and educational activities of the SLO Botanical Garden.

The Friends of the SLO Botanical Garden Endowment ensures that the community can enjoy exploring native plant life in an educational environment.

Visit the Community Foundation online at www.sloccf.org

5


Kelly A. McAdams Scholarship Fund This fund was established in memory of Kelly A. McAdams and provides scholarships to deserving students in partnership with the Kiwanis Club SLO de Tolosa.

Donor Advised Pass Through Funds Pass through funds allow donors to give a specific amount of money to their favorite charities through the Community Foundation. These are non-endowed funds.

Kiwanis SLO de Tolosa Charitable Works Fund The purpose of the Fund is to support the charitable works of Kiwanis Club De Tolosa.

Anne Sinsheimer Charitable Gift Fund Alex Quaglino Family Fund Coast Unified School District S.E.P. Fund David Pierson S.E.P. Fund Esther & Sidney Bertram Donor Advised Fund Everett “Taylor” Black, II Memorial Fund Exchange Club of San Luis Obispo Charitable Gift Fund Franklin Natale Raimondo Memorial Fund James F. Maino Charitable Gift Fund Jean & Andrew Greensfelder Fund Jerre & Andrea Sumter Charitable Gift Fund Jon & Olivia Simonds Charitable Gift Fund Ken & Martha Schwartz Fund Mattison Family Fund Miah Family Donor Advised Pass Through Fund Nancy Ann Piver Fund San Luis Sports Therapy Community Fund Softec Technology Education Fund Smith Family Fund Wayne & Linda Lewis Fund Wine County Runs Pass Through Fund

Leadership San Luis Obispo Endowment Fund This fund supports scholarships for future participants as part of Class XI legacy project. Old Mission Church Support Fund This fund supports the operations of Old Mission Church. Partners for the Conservation of the Los Osos Coastal Dunes This fund was established to ensure an ongoing stream of income to produce an annual documentary on the status of the Partners for the Conservation of the Los Osos Coastal Dunes and the properties within their stewardship. San Luis Obispo ALPHA Fund The purpose of the Fund is to support the operations and activities of San Luis Obispo ALPHA Inc. San Luis Obispo County Animal Welfare Alliance Fund This fund is to support the activities of the alliance, a collaborative effor t of local animal welfare organizations. SLO County Feed the Hungry Endowment Fund This fund was established by the SLO County

Board of Supervisors with monies received in a settlement concerning overcharging customers at the Albertson’s food store chain. The fund will be used to support the programs of the Food Bank or other food distribution groups if the Food Bank ceases to exist. South County Performing Arts Foundation Endowment Fund This fund supports the South County Performing Arts Foundation in carrying out its role and mission. Studios on the Park Fund This fund supports the activities of Studios on the Park.

Scholarship Pass Through Funds Scholarship funds honor or memorialize an individual or serve a specific purpose that is important to the donor. Scholarships enable students to pursue traditional higher education or vocational training. These are non-endowed funds. German School Committee Pass Through Fund This fund was created to support students at San Luis Obispo High School participating in the German School exchange program. Orfalea Migrant Scholarship Fund This fund was established to distribute college scholarships to children of seasonal or migrant farm workers in SLO County. Orfalea Scholarship Fund Scholarships from this fund support students throughout San Luis Obispo County.

The Endowment for the Advancement of Children (T.E.A.Ch.) Fund This fund supports students, teachers, programs and activities of the San Luis Coastal Unified School District.

Scholarship Funds | Orfalea Scholarship Fund When she found herself pregnant at age 14, Guadalupe Garcia had to grow up fast and put a priority on a better future for her young son. Today, she is an engineering major at Cal Poly with a bright and beautiful life ahead of her, thanks in part to the Orfalea Scholarship — a SLOCCF-held fund. For full story, visit www.sloccf.org. 6

San Luis Obispo County Community Foundation 2008 Annual Report

The sixth annual Women’s Legacy Fund Luncheon highlighted $10,000 in grants to women’s programs awarded in 2008 by SLOCCF.

Women’s Legacy Fund Founding 100 Legacy Leaders AAUW – San Luis Obispo County Branches AAUW of San Luis Obispo in honor of women & girls Anonymous (4) Georgie & Dave Arnold in memory of Chlora Mary Rust Catherine Baker* Lyn Baker* Sharon Beko* Barbara Bell* William C. & Shirley Bianchi in memory of Martha Mendoza Johnston Linda J. Booker Family Trust Bonnie & Mac Brinton in honor of our daughters Nikki Brinton Jakins and Traci Hobbs Brinton* Wendy Brown* Nancy Bruno in memory of Antonina Meli* Karen Burish in memory of Rosella Burish Barbie Butz Patricia W. Cairns Vicki Carroll in memory of Anna Paiarola Christine Cary & Joel McCormick* Mary Alice Chisholm in honor of Julia O’Grady Pollard Carlyn Christianson in memory of Marjorie Blaha* Lucia Vanderheyden Cleveland Barbara Clutter & Betty Hesters Claudia Collier in memory of Harold & Jeanne Collier* Carol Conway Donna & Julian Crocker in honor of our daughters Kelly & Karen, and in memory of our mothers Mary & Mary Alene Frances W. Davidson in memory of Ethel Simmons Virginia deLaval Alison & John Denlinger in memory of Aldena Madruga Silva Nancy & Christina DePue* Pamela Dunlap in memory of Mary Fitch Sandy & John Dunn in honor of our granddaughters: Olivia & Sophia Taylor & Jayme and Maya Dunn* Denise Uhles el-Effendi Valerie Endres Kathy T. & Bud Evans* Karen Flagg Vanessa & Warren Fujimoto in honor of our daughters: Colette & Wendi Fujimoto & Stephenie Bivens Stacy Gardiner in memory of Martha K. Smith Beverly & Bryan Gingg Patricia Gomez* In memory of Eleanor Bell Gottesman Christina Hatch Lisa A. Hogarty, Attorney at Law Elizabeth Lamont Johnson in memory of Frances & Barstow Johnson Gail Johnson Grigger Jones in honor of my wife Alice I. Jones & daughters Carolyn A. Jones & Nancy S. Jones Anne Keller in honor of Gene Keller & in memory of Milton Lampe* Lisa Kilburn* Dee Lacey* Liz Lee Sportswear

Linda Lewis Noreen Martin* Liz Maruska in memory of her godmother* Coleen Mattison* Diane & Pat McKeague* Linda Powell-McMillan* Carol & Leo Michaud In memory of Vivien C. Milburn Mission Community Bank No. Co. Women’s Power Lunch Pacific Gas & Electric Nanci Lynn Parker in honor of Royce Eldridge Parker Barbara Partridge* Mike & DD Patrick in honor of their daughters Allison, Michelle & Elise, and in memory of Elaine Sloane Peggy Peterson M. Ilda Pruneda in memory of Donald W. Haynes Leigh Ramirez* Linda & Barney Reitner* Kate Riggins* Michel Cam & Ann Robb* Ann Robinson* Dr. Marie E. Rosenwasser Rotary Club of Arroyo Grande Celeste Royer Betty Schetzer Anne Sinsheimer* Carol Sinsheimer* Jane Sinton* Jim & Norma Sinton Julie Sinton Steve Sinton in honor of Norma Sinton Elizabeth “Biz” Steinberg* Barbara & Alan Stevens Pat & Steve Stevens* Toni Sullivan Liz Wagner Summer in memory of my mom, Marie Wagner* Mary L. Talbot Johnine Talley Paula Topley in memory of Goldie Bensilhe Su Tsao Natalie Wall, Esq. Susan & Helen Waterbury in memory of Brian Waterbury* Cindy Wittstrom Cindy Wittstrom in memory of Grace E. Wittstrom Loretta Wofford in honor of my mother, sister, daughter, daughter-in-law, granddaughters, great granddaughters & those women who will follow Janice Fong Wolf* The Women Lawyers Association of San Luis Obispo County Mrs. Penny H. Woods Hilda Zacarias & family in memory of Jacob Zacarias Legacy Leaders Anonymous (3) Melissa Bachmann* Erika Bell in honor of Nlema Prevots-Wallen Nanci Bell Lucinda Borchard in honor of Willadean Borchard Deborah Bowers Sandra Boxer Dena R. Cagliero in honor of Rita Cagliero “Noni” Central Coast Women’s League* Central Coast Women’s Tennis League Katrin Colamarino in honor of my mother Selma Belenky, my grandmother Rose Burusasser, & my granddaughter Sara Schanzer Sandy Copeland* Jean DeCosta in honor of my mother, Mary A. Gray Jeanette Efird Mary Kay Eltzroth* Grenda & Bill Ernst in memory of Sarah Gronstrand & Catherine Ernst Marge Ernst in memory of my mother Pearl King* Lee Anne Fisher


The service we provide truly supports the community from the ground up and will continue to do so for years to come. Visionaries The Community Foundation is honored to recognize the following people for their philanthropic vision that provides for the future needs of the residents of San Luis Obispo County.

Designated Fund | Studios on the Park A new home for local artists is built on a dream that becomes reality. Studios on the Park opens in May of this year in Paso Robles. A SLOCCF designated fund makes it possible. For full story, visit www.sloccf.org. Ann Freeman Endowment Fund* Charles & Jennifer Fulbeck* Marian Gautier in memory of her three sisters-in-law, Yvonne and Lavonne Martin & Mickey Gautier Gaye Galvan Jim & Elaine Gardiner Jane Harker-Gersten Nella Girolo* Elizabeth Scott-Graham in honor of my daughter Laura Kate Webre Kathy Hannemann in honor of my daughters Erika and Jessica Carol A. Kiessig* Bette Kulp Russ & Tina Levitan in honor of our daughters, Hannah & Lindsey Lynn W. Lyon Foundation Elna Malzhan in memory of her mother, Lois K. Asada Anne McMahon Christina & Jonathan Mielziner Lou & Dean Miller in honor of their daughters, Carrie & Amy Miller Anita Robinson Myracle in honor of Cipriana Pacheco Betsey Nash & Marci Powers

Jeanne A. Potter in memory of my mother Rossye Wiles Joan Pruett* Susan Rodriguez Rob & Laurie Rossi Anneka M. Scranton, Ph.D* Amy Sinsheimer Carol & Warren Sinsheimer in memory of Marion Sinsheimer Laurie Sinton in memory of Ruth Bryan Pat Soulliere-Ochylski in memory of Bernice C. Soulliere Pat Soulliere-Ochylski in honor of Grace Jean Ochylski Susan Stenovec Rosemary & Don Talley in memory of Hazel Talley Gail Tannehill in honor of her daughter Kimberly Dickson Tenet HealthSystems and Sierra Vista Regional Medical Center* Kathy Hoelle-Tompkins in memory of Pam Fleming Cheryl and Benjamin Trosky Mary Verdin in memory of Susan B. Gamlin* Minke WinklerPrins Elaine K. Yin in memory of Sandra Yin Andrea Zeller in honor of my daughters Brenda & Amanda Zeller

Aaron and Lyn Baker Barbara Bell William R. Broadbent Wendy Brown Arlene B. Chandler Mary Jo and Henry DeSio Kathy and John Eichler Daniel DeGroot and Kim Conti David and Sandra Garth Bryan and Beverly Gingg Patricia Kohlen Wayne & Linda Lewis Clayton R. Marsh and George L. Villanueva Don and Liz Maruska Russée Parvin Richard and Carol Roberts Louis and Ann Robinson Anita Shower Jane and Stephen Sinton Ann Travers and Barbara Nordin Thomas A. Stein and Jill St. John Paul E. Yeager 6 Donors wishing to remain anonymous Founders The following donors supported the beginning stages of our organization. Each founder contributed the “venture capital” to support our operational needs. M. Richard & Joyce J. Andrews Foundation in honor of Carrol R. Pruett Lyn & Jim Baker Barbara Bell Butz Construction, Inc.

Vicki & Howard Carroll Paula & Chris Daman Alison & John Denlinger John DeVincenzo Ernst & Mattison Linda & Terry Fibich Morgan Flagg Family Foundation in memory of Lou & Lori Flagg Vel & Abe Flory Joan & Lawrence Foelker Ann C. Freeman Diane & Al Fritz Patricia Gomez & Frank Seiple Walter Clay Hill Clifford B. Holser Perry & James Jamieson Letha & Glenn Josephson Dee Lacey Carol J. Hanna, M.D.& Pamela J. Lee, Ph.D. Linda & Wayne Lewis Lisa E. Kilburn & James F. Maino Linda & Greg McMillan Lou & Dean Miller Kimo Pankey Barbara & John Partridge Carolyn & Michael Pineau Diane & Nick Pokrajac Joan & Carrol Pruett Laurie & Rob Rossi Carol & Jerry Santens Betty Schetzer Carol & Warren Sinsheimer Norma & Jim Sinton Jane & Steve Sinton Johnine & Brian Talley Rosemary & Don Talley Susan & Ke-Ping Tsao Cindy & Karl Wittstrom

2008 Board of Directors

*Indicates their support as a Sustaining Legacy Leader Back row, L to R: Mike Miner, Lee Hollister, Bill Raver, Wendy Brown, Dee Lacey, Barbara Bell, Steve Jobst. Front row, L to R: Nancy DePue, Lyn Baker, Ann Robinson, John Dunn, Barbara Partridge, Barbie Butz, Nick Thille. For corrections or updates contact kim@sloccf.org

Visit the Community Foundation online at www.sloccf.org

7


2008 Financials endowment growth

$30M

grants to the community

$3.5M

$3M

$25M

$2.5M $20M $2M $15M $1.5M $10M $1M $5M

$500K

$0

$0 2001

2002

2003

2004

2005

2006

2007

2008

’00 $1,933,288 ’01 $4,256,079 ’02 $11,949,937 ’03 $15,308,969 ’04 $16,901,280 ’05 $19,051,739 ’06 $24,530,519 ’07 $25,938,114 ’08 $20,027,554

2000

2001

2002

2003

2004

2005

2006

2007

2008

’00 $173,752 ’01 $256,629 ’02 $418,380 ’03 $457,150 ’04 $1,697,998 ’05 $2,400,097 ’06 $3,368,805 ’07 $2,565,972 ’08 $2,263,848

grants by area

FY 2008 REVENUE & SUPPORT Contributions Grants from other Foundations Other Operating Income Interest & Dividends Program Revenue

$2,801,785 $617,845 – $1,054,069 $20,544

Scholarships $217,000

Arts & Culture $196,161

Recreation $21,700

Total

$4,494,243

Human Services $553,749

Community Enhancement $278,462

FY 2008 GRANTS & EXPENDITURES Grants to the Community Foundation Operating Expense Special Fund Expenses*

$2,263,848 $820,054 $13,368

Total

$3,097,270

*Some funds incur expenses other than grants such as fund raising costs,

Education $251,771

Historic Preservation $1,500

Environment $156,960 Faith-Based Organizations $20,626

Health $565,919

awards and special events costs, etc.

Balance Sheet Fiscal year ending December 31, 2008 ASSETS 2007 Cash & Cash Equivalents $2,280,090 Investments $25,930,268 Contributions Receivable & Prepaid $730 Furniture & Equipment (less depreciation) $16,029 Future Interests & Other Assets $268,623

2008 $1,957,921 $20,027,554 $3,466 $24,917 $229,782

Total

$28,495,740

$22,243,640

CURRENT LIABILITIES Accounts Payable & Deferred Revenue Organization Funds Net Assets

$332,920 $3,014,138 $25,148,711

$661,492 $2,326,074 $19,256,074

Total

$28,495,770

$22,243,640

Total

2008 Audit Will Be Conducted by Crosby & Cindrich, CPAs Audited statements available at the Community Foundation Office after May 15, 2009 Form 990 available on website, www.sloccf.org

$2,263,848

Supporting our Community

Up

from the Ground,

PO Box 1580 San Luis Obispo, CA 93406 (805) 543-2323 phone (805) 543-2346 fax info@ sloccf.org

www.sloccf.org

Cover Photo: ElliottJohnson.com

2000

Design: Verdin Marketing Ink

SLOCCF Annual Report 2008  

The Annual Report of the San Luis Obispo County Community Foundation for 2008

Read more
Read more
Similar to
Popular now
Just for you