I N S P I R E D BY T H E PA S T
C R E AT I N G T H E
FUTURE 2010 ANNUAL REPORT
Legacy for the Future We celebrate our new and permanent homeâ€”an historic house where we can continue to build a strong and vibrant community. 550 Dana Street will serve as a symbolic reminder to be inspired by the past even as we create the future.
Y O U R C O M M U N I T Y F O U N D AT I O N H A S D E S I R E D A PERMANENT HOME FOR OUR OFFICES FOR MANY Y E A R S N OW. I T H A S B E E N A PA R T O F O U R S T R AT EG I C PL A N SI N C E 20 07. In the fall of 2010, a once-in-a-lifetime opportunity came about and the Community Foundation now owns the historic Barneberg House at 550 Dana Street, in downtown San Luis Obispo. Built in 1914, this stately, spacious home was made possible through generous donations from the Hind Foundation, previous owner Jim Duenow, and many friends of the Foundation. The move takes place this summer. Named for the well-known Dana family, the street where our new home resides has a second meaning. The word Dana in Buddhism means the practice of cultivating generosity, an apt and delightful discovery. With important ties to a rich and storied past, this registered landmark house offers us a permanent home with room to grow and prosper in the future.
Toward that end, more and more people are partnering with us to achieve their philanthropic goals. Together we have granted out more than $16 million; and have aggregated more than $30 million for current and future generations. During this growth, Kathy Evans served as Finance Manager. We celebrate her retirement after ten years of service. Also, we thank Wendy Brown for her two years as President of the Board of Directors. Her leadership during the worst of the Great Recession and the uncertainty of the recovery was remarkable. And we welcome new people to the team. Rabbi Norman Mendel has joined the Board of Directors, while Holly Corbett and Michelle Romonek have joined the staff as Director of Finance and Finance Assistant, respectively. In this report you will read about some of the programs and services of your Community Foundation, with more complete information available on our website. Join our mailing list to receive our regularly scheduled electronic newsletters by sending a request to email@example.com.
We realize that none of the work we do would be possible without your partnership and support. Thank you.
L to R: Kim Ramos, Pat Holley, Holly Corbett, Janice Fong Wolf, Michelle Romonek, Angela Hollander, Barry VanderKelen.
Dee Lacey President
Barry VanderKelen Executive Director
2010 Board of Directors
Front row, L to R: Johnine Talley, Steve Jobst, Barbara Partridge, Lee Hollister, Nancy DePue. Back row, L to R: Norman Mendel, Mike Patrick, Mike Miner, Ann Robinson, Dee Lacey, Bill Raver, Barbara Bell, Wendy Brown, Nick Thille.
San Luis Obispo County
COMMUNITY FOUNDATION leadership fund
community needs fund
field of interest funds & scholarships
donor advised funds
The Community Foundation helps people turn their passion into community action in numerous ways. Some people help increase philanthropy throughout the county through the Leadership Fund; some invest in current and future generations through the Community Needs Fund; some focus on a particular area or cause through Field of Interest Funds, like scholarships; and some recommend specific grants through Donor Advised Funds. Combined, all donors actively improve the quality of life for all residents of San Luis Obispo County. 2
SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION
2010 ANNUAL REPORT
2010 FOUNDATION FUNDS leadership fund Leadership Fund:
This is a fund supporting the operations and special programs of the Community Foundation. Building Acquisition Fund
This fund supports the acquisition, refurbishment and maintenance of the Community Foundation’s registered historic office building.
Alva, Ernest & William Righetti Fund for Seniors and People with Disabilities
This fund was established by the Righetti family to assist organizations that help disabled and/or elderly citizens of the County of San Luis Obispo. Amy L. Arsenio Endowment Fund
The income from this fund is used to make grants to organizations which assure access to health care for persons in San Luis Obispo County who would otherwise not be able to afford that care. This fund was created to honor Amy Arsenio, a long-time health care advocate for people in poverty. Art Inspires Fund
community needs fund Unrestricted Endowment Funds
Unrestricted gif ts are held in perpetuit y, producing annual income that is used to meet community priorities as they arise. These funds are awarded to organizations through the Foundation’s grants program, following careful review by the Board of Directors, staff and community leaders. Community Needs Fund
This fund enables the Community Foundation to respond to the community’s most pressing needs. Roberta D. Petrie Memorial Fund
This fund supports nonprofits throughout San Luis Obispo County.
field of interest funds & scholarships Field of Interest Funds
Field of interest funds allow donors to support a broad area such as education, social services, historic preservation, or environmental conservation. These funds enable donors with shared interests to pool their money for greater impact. Access For All Fund
In honor of Paul Wolff, this fund presents an annual award to recognize and honor those who follow Mr. Wolff’s example of selfless dedication to serving the accessibility needs of all in SLO County. Additionally, the fund supports activities that further the mission of “Access For All,” a coalition creating an accessible community.
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. Disaster Support Funds Pool
These funds will be granted to address immediate needs in the event of a major disaster. 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. Growing Together Endowment Fund
This fund addresses the program and service needs of San Luis Obispo County’s lesbian, gay, bisexual and transgender community by providing grants, raising community awareness, and promoting philanthropy. Health Programs Endowment Fund
This fund distributes grants to local eligible organizations that address the health care needs of the county. Helen and Ronald Dunin Memorial Endowment
This fund was created to help people who are at tempting to help themselves. Funds are disbursed in the form of loans, grants, stipends and scholarships. Holser Educational Fund for the Performing Arts
Established by Clifford B. Holser to support young people involved in the performing arts who live in the San Luis Obispo area. Hugo & Erna Klaproad Fund
This fund will provide services to meet the immediate needs of the homeless in the Five Cities area of the County of SLO. 2009 Paul Wolff Accessibility Advocacy Award Winners, Sharlene Agrusa – Executive Director Of Parents Helping Parents, Victoria Carroll – wife of Rev. Doug Carroll, Jill Heuer – Director of the Special Education Local Plan Area, Mark Edwards – Store Manager at Trader Joe’s.
Alfred & Diane Fritz Endowment Fund
T his fund addresses env ironment al and educational needs within the county.
For corrections or updates contact firstname.lastname@example.org
Janssen Foundation Youth and Youth Sports Fund
A partnership with the Janssen Foundation, this fund was created to initiate a competitive grant making program for youth sports and youth programs within the City of San Luis Obispo and adjacent areas.
LE AD E RSH I P FUND – B uildin g ACQUISITION F und
HOME SWEET HOME This summer, Community Foundation staff will move into its new and permanent home, thanks to the generous donations of the Hind Foundation and the James Duenow Family. The stately house at 550 Dana Street in San Luis Obispo has deep connections to the past while it offers important ways to improve the future. Opportunities to support this historic move abound, ensuring the SLOCCF will continue to turn passion into action, forever. For full story, visit www.sloccf.org. Jean E. Anderson Endowment Fund for Bicycle Safety Education
Jean Anderson established this fund to support nonprofit organizations that provide bicycling and pedestrian safety education programs for the residents of San Luis Obispo County. Marion M. Sinsheimer Fund for Teens
This fund provides grants to local organizations that provide services, activities and programs for teenagers in SLO County. Pathways to Adulthood
This fund supports programs creating successful pathways to adulthood for transitional age youth 14 – 24. 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.
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.
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. Alfred I., Catharine J. & Eleanor G. Switzer Scholarship Fund
This fund provides scholarships to benefit the children of Los Osos.
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 suppor t human services and environmental needs. San Luis Obispo County Environmental Fund
This fund addresses betterment of the environment or ecology of SLO County. South County Education Foundation Endowment
The primary purpose of the Fund is to provide support to the educational programs of the Lucia Mar School District. William Randolph Hearst Fund for the Arts
The cornerstone gift of the Art Inspires Fund supports stability of the arts community.
Visit the Community Foundation online at www.sloccf.org
Gary Paul Piantanida Scholarship Fund
field of interest 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
Yeager Science Scholarship
The purpose of this fund is to provide scholarship support to students from Coast Union or Paso Robles High School who are intending to major in the physical sciences.
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.
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. QuestBound Leadership Program youth at Cesar Chavez garden in Nipomo.
F IEL D OF IN T ER E S T F UND – P AT H W AY S TO AD ULTH O O D
LESSONS LEARNED ON THE PATHWAY TO ADULTHOOD From gang member to firefighter; from apathetic trouble-maker to caring volunteer; from drug user to journalism major. These are just a few of the stunning transformations made possible by Pathways to Adulthood, a Community Foundation program now passing the torch to the many youth-serving organizations it has partnered with over the past five years. For full story, visit www.sloccf.org.
Justin McCutcheon Memorial Scholarship Fund
Established in memory of Justin McCutcheon, this fund’s primary purpose is to provide annual scholarship support to a senior golfer from a Pac-7 League school, boys or girls. Kelly A. McAdams Memorial Scholarship Fund
Established in memory of Kelly A. McAdams, a graduate of local schools and lifelong student with an inquisitive mind. The fund provides scholarships to deserving students from San Luis Obispo County. Kiwanis SLO de Tolosa Scholarship Fund
The purpose of the fund is to provide scholarship support to deserving students. Lauren Tipton Slaughter Scholarship Fund
AVID Region VIII Scholarship Fund
Established to reward local high school students who successfully complete AVID (Advancement Via Individual Determination), a national program to help at-risk students succeed.
David B. Gianas Memorial Scholarship Fund
The Fund provides educational scholarships for students with documented special needs. It benefits students who, because of their unique differences, find achieving their educational goals difficult because of the lack of encouragement and/or financial resources. Dennis T. Collins/Thomas D. Salisbury
Don Floyd Memorial Scholarship Fund
Paso Robles High School Class of ’55 Scholarship 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
to support music education programs in the local schools.
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.
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.
Awards honor an individual or serve a purpose that is important to the donor. Income from the endowment provides the awards annually. Alex Madonna Memorial Award Fund
This fund, in memory of Alex Madonna, provides an award to students in grades 9–12, and who are 14–19 years old, who have restored an antique tractor entered in the JB Dewar Tractor Restoration Competition at the California Mid-State Fair. 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.
This endowed scholarship fund was created by the Exchange Club of North County to provide one $500 scholarship per year to a student at Paso Robles High School.
Richard J. Weyhrich Leadership Fund
This fund annually awards a leadership scholarship to a student at each high school in San Luis Obispo County.
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.
Frank C. Holt Scholarship Fund
Spirit of the Class of ’49 Award
2011 Opportunities Conference 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.
Scholarships from this fund will reward students preparing to be special education teachers. Music for the Millenium This SLO Symphony fund awards scholarships
Dorothy Ross Memorial Fund
This scholarship was established in memory of former San Luis Obispo High School math teacher and cross-country coach, Brian Waterbury.
Mary Jo DeSio Scholarship Fund
The Fund maintains, administers and distributes an educational scholarship fund for the benefit of Eagle Scouts from Boy Scout Troop 60 of Paso Robles. 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.
Brian Waterbury Memorial 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.
German School Committee Pass Through Fund
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.
SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION
2010 ANNUAL REPORT
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 news editorial or broadcast media. Established by the family of Stephen D. Moss and New Times newspaper. Wachtang Korisheli Music Scholarship Fund
This fund awards scholarships to students who have participated in the San Luis Obispo County Youth Symphony Program.
This fund supports implementation of the SLO Communities Bridging Poverty Conference. 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. Children’s Health Initiative Premium Fund
The purpose of this fund is to provide healthcare insurance for children 0 –18 in SLO County. Community Action Partnership Adult Day Services Endowment Fund
Created by a donor to support the CAP Adult Day Services Program because the donor’s father received excellent treatment and the family wished to provide support to the program by establishing an endowed fund. Craig H. Russell Endowment Fund
The purpose of this fund is to make grants for special projects at the San Luis Obispo Symphony. Foundation for the Performing Arts Center
The purpose of the fund is to suppor t the Foundation For The Performing Arts Center. Friends of Martha’s Place Fund
This pass through fund supports activities for the operations of Martha’s Place, a children’s center addressing impacts of perinatal substance abuse. Friends of the Prado Day Center/Homeless Services Center Fund
This fund supports the construction and operations of the proposed homeless services center in San Luis Obispo. Friends of the SLO Botanical Garden Endowment Fund
This fund supports the maintenance, operations and educational activities of the SLO Botanical Garden.
Grizzly Youth Academy Fund
This pass through fund was established to hold charitable contributions for scholarships and operational needs. Grover Beach Community Library Fund
An endowment that will support the needs of the library. Healthy Eating Active Living, SLO
This pass through fund is a fiscal agency sponsorship to hold funds for HEALSLO, the Childhood Obesity Prevention Coalition. ILP Housing Designated Pass Through Fund
This pass through fund is designated to support Transitions Mental Health Association for operating and enrichment programs targeting clients in the Independent Living Program.
field of interest fund
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 the Jeanne L. and Ellery J. Conley Nursing Scholarship, Woods Humane Society to benefit cats, San Luis Obispo Coun t y You th S ymphony, Gr over B e ach C o mmun i t y L ibr a r y, a n d S o u t h C o un t y Performing Arts Foundation.
To address the alarming rise in childhood obesity in our county, the Community Foundation supported a county wide conference that brought dozens of interested parties together and has given more than $50,000 in grants to support the innovative efforts being made to give children a healthier chance at life. The Barrel Garden project, for example, combined playing in the dirt with growing beautiful food, and was a big hit with the pre-school set. For full story, visit www.sloccf.org.
Symphony of the Vines Fund
This fund supports the programs and activities of the chamber orchestra based in north 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.
Kiwanis SLO de Tolosa Charitable Works Fund
This fund supports research on neuroblastoma, a devastating form of pediatric cancer.
The purpose of the Fund is to suppor t the charitable works of Kiwanis SLO de Tolosa. Leadership San Luis Obispo Endowment Fund
This fund supports scholarships for future participants as part of Class XI legacy project. Partners for the Conservation of the Los Osos Coastal Dunes
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.
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.
Atascadero Loaves and Fishes Endowment Fund
San Luis Obispo ALPHA Fund
Camp Hapitok Endowment Fund
The purpose of the Fund is to support the operations and activities of San Luis Obispo ALPHA Inc.
This fund supports Camp Hapitok, which provides a therapeutic camp program for children with speech and hearing problems.
San Luis Obispo County Animal Welfare Alliance Fund
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
San Luis Obispo Downtown Association Fund
PLAYING IN THE DIRT TO FIGHT CHILDHOOD OBESITY
This fund supports the activities of Studios on the Park.
Kids’ Cancer Research Foundation
This fund is to support the activities of the alliance, a collaborative effort of local animal welfare organizations.
D E S I G NAT E D F UND – H E AL S LO
Studios on the Park Fund
The fund shall support the community enhancement and development activities of the San Luis Obispo Downtown Association SLO County Feed the Hungry Endowment Fund
This fund was established by the SLO County Board of Supervisors with monies received in a settlement concerning overcharging customers at the Albertson’s food store chain. The fund will be used to support the programs of the Food Bank or other food distribution groups if the Food Bank ceases to exist. South County Performing Arts Foundation Endowment Fund
The primary purpose of this fund is to support the role and mission of Atascadero Loaves and Fishes.
work with abused and neglected children who are under the jurisdiction of the Juvenile Court in San Luis Obispo County.
Cayucos Land Conservancy
This fund will provide support to the programs and activities of the Cayucos Land Conservancy, helping further its mission of establishing a permanent greenbelt around Cayucos. Chris Jespersen Memorial Society Endowment Fund
This fund supports the activities of the Chris Jespersen Memorial Society. Community Action Partnership Endowment Fund
Created to suppor t the Communit y Action Partnership to carry out its role and mission as described in its governing documents.
This fund suppor ts the South Count y Performing Arts Foundation in carrying out its role and mission. Visit the Community Foundation online at www.sloccf.org
Community Counseling Center Endowment Fund
Friends of the Fiscalini Ranch Preserve Management and Operations Fund
County Arts Fund Created by the SLO Count y Ar ts Council
Goodwill Industries Endowment Fund
T h i s f un d h o l d s t h e e n dow m e n t o f t h e Community Counseling Center.
Board to establish an endowment fund for their organization. Foster Parents Association Endowment Fund
Established to support the operations and activities of the Foster Parent Association. Foundation for San Luis Obispo County Libraries Endowment Fund
E s t a b l i s h e d t o pr o v i d e sup p or t t o t h e 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.
Goodwill Industries established this fund at the Foundation to help carry out its mission of helping people find employment, housing and education. Grizzly Youth Academy Endowment Fund
Established to support the Academy, this fund will help carry out its role, mission and charitable work as described by its governing documents. Hospice of San Luis Obispo County Endowment Fund
This fund was established to support Hospice of SLO County in carrying out its role and mission as described in its governing documents. 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. Leadership Fund
This fund was established to suppor t the operations and special programs of the Community Foundation. Los Osos Community Pool Endowment Fund
This fund will support the construction of a community pool. Music For The Millennium, Music Education Endowment Fund
The fund shall provide suppor t to the San Luis Obispo Symphony to carry out its role and mission. New Dawn Endowment Fund
This fund supports the New Dawn Center, a Montessori school in Cambria. Friends of Prado Day Center Endowment Fund
This fund suppor ts the operations of the Prado Day Center, a homeless day shelter in San Luis Obispo. Friends of Senior Nutrition Program Endowment
North Coast Small Wilderness Area Preservation Endowment Fund
The primary purpose of this fund is to support the activities of the North Coast SWAP. Pacific Repertory Opera Endowment Fund
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.
This fund will support the Friends of the Fiscalini Ranch Preserve in carrying out its role and mission as outlined in their governing documents.
This agency fund will support the activities of the Pacific Repertory Opera.
TRANSFE R O F WEALTH REPORT
RE-IMAGINING THE FUTURE … WITH A REPORT ON THE TRANSFER OF WEALTH In February of this year, the results of a study on the transfer of wealth to future generations in our county were revealed. The study found that San Luis Obispo County’s transfer of wealth to the next generations over the next 50 years could be as much as $62 billion. Commissioned by the Community Foundation, this report sparked a different way to think about giving. “Many of our clients think first of their families as the beneficiaries of their estates,” said Rob Garcia, of Rob Garcia Wealth Management. “This study illustrated for me what a tremendous impact we can have if everyone were to leave just 5% of their estate to the community. Just 5%!” For full story, visit www.sloccf.org.
Parents Helping Parents Endowment Fund
This fund was established to suppor t the activities of Parents Helping Parents, a subsidiary of the United Cerebral Palsy Association. Partnership for the Children Endowment Fund
This agency fund supports the activities of the Partnership for the Children, which operates the Clinica de Tolosa in Paso Robles, a dental clinic providing services to low-income residents of the County. Peoples’ Self-Help Housing Corporation Endowment Fund
This endowed fund will support the activities of the Peoples’ Self-Help Housing Corporation. Pismo Beach Five Cities Rotary Charitable Foundation Endowment Fund
The purpose of this fund is to support the mission of the Pismo Beach Five Cities Rotary Club.
San Luis Obispo County Historical Society
The fund will hold a portion of the endowed funds of the SLO County Historical Society. San Luis Obispo Wind Orchestra Endowment Fund
This fund was established by the SLO Wind Orchestra through a previous bequest. San Luis Obispo Wind Orchestra General Endowment Fund
The primary purpose of the Fund shall be to provide support to the operations and activities of the SLO Wind Orchestra to carr y out its mission and charitable work. SLO Children’s Museum Endowment Fund This fund supports the operations of the SLO
Children’s Museum created by the Children’s Museum Board of Directors. SLO County Youth Symphony Endowment Fund
This fund supports operations of the SLO County Youth Symphony.
SCHOLARSHIP FUND – THE KELLY A. MCADAMS MEMORIAL SCHOLARSHIP
EDUCATION LEVELS THE PLAYING FIELD When Ben and Pat McAdams lost their daughter Kelly to lung cancer, she was just 42 years old. The McAdams wanted to find a way to honor her life and to keep her legacy alive. Last year, Sean Pringle, the first recipient of the Kelly A. McAdams Memorial Scholarship began his education at Cal Poly as a Civil Engineering student. With continued support and your donations, he will be the first of many more to come. For full story, visit www.sloccf.org.
SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION
The purpose of this fund is to support operations of the SLO Symphony. South County Health Care Alliance Advised Pass-Through Fund
This fund supports the operational costs of the South County Health Care Alliance. United Way of San Luis Obispo County Endowment Fund
United Way established this fund to support its charitable activities. Women’s Shelter of North County Endowment Fund
A fund established to support the mission of the Women’s Shelter.
field of interest fund 6
SLO Symphony Endowment Fund
2010 ANNUAL REPORT
Woods Humane Society Endowment Fund
The purpose of this fund is to support the mission of Woods Humane Society. Zoological Society of San Luis Obispo County Endowment Fund
A fund established to support the activities of the zoological society.
M. Richard & Joyce J. Andrews Endowment Fund Melvin & Marian Gautier Endowment Fund Miah Family Donor-Advised Endowment Fund Michael M. Maino Memorial Fund Patricia C. Wyse Endowment Fund Peachey Fund Philip & Christina Bailey Fund Project Heartbeat Endowment Fund Sara Franklin Bornstein Endowment Fund Sinton Family Fund Smith Family Endowment Fund Steve & Sheri Hauck Endowment Fund Sunnyside Foundation for Kids’ Education Endowment Fund Swift Action Fund Terence Fibich Fire Service Fund Thille Charitable Gift Fund Trandem Donor-Advised Endowment Fund
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.
donor advised funds Donor Advised Endowment Funds
Distributions are made from each Donor Advised Fund based on advice from the donor. This type of fund allows donors to retain the right to suggest specific projects in any field of interest while avoiding the administrative complexities of a private foundation. Aaron A. Baker and Lyn C. Baker Fund Allen & Susan Minker Endowment Fund Andrew Weber & Joanne Peratis Weber Endowment Fund Anumodana Donor Advised Fund Clark Family Fund Clifford R. & Lois P. Elliot Fund Conklin Family Charitable Trust Fund Darcie & Nicholas Thille Charitable Gift Fund Deborah Lyon & R. Jeffrey Herten Donor Advised Fund DeGroot Youth Activities Endowed Fund Dinsmore-Daman Fund D. Michael & D’Elaine Patrick Endowment Fund Efird Family Fund Emergency Medical Services 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 Jack, Doree & Jennifer O’Connell Family James & Perry Jamieson Family Endowment Fund John & Marcia Lindvall Fund Leonard & Natalie Wall Charitable Gift Fund Longshot Minx Endowment Fund Los Osos Community Services District Fund For corrections or updates contact email@example.com
Alex Quaglino Family Fund Anne Sinsheimer Charitable Gift Fund Coast Unified School District S.E.P. Fund David Pierson S.E.P. Fund Esther & Sidney Bertram Donor Advised Fund Everett “Taylor” Black, II Memorial Fund Exchange Club of San Luis Obispo Charitable Gift Fund Franklin Natale Raimondo Memorial Fund James F. Maino Charitable Gift Fund Jean & Andrew Greensfelder Fund Jerre & Andrea Sumter Charitable Gift Fund Jon & Olivia Simonds Charitable Gift Fund Ken & Martha Schwartz Fund Marx Family Fund Mattison Family Fund Nancy Ann Piver Fund San Luis Sports Therapy Community Fund SLO County Tourism Land Conservation Fund Softec Technology Education Fund Smith Family Fund
CH ARI TABLE G IFT AN N UITIES
CHARITABLE GIVING MADE EASY A brand new program provides new and interesting ways to ensure a solidly-backed retirement while supporting your favorite charity—with a SLOCCF Charitable Gift Annuity. For full story, visit www.sloccf.org. T.E.A.Ch Foundation Pass Through Fund van Steenwyk Family Fund Wayne & Linda Lewis Fund Wine County Runs Pass Through Fund
The following donors supported the beginning stages of our organization. Each founder contributed the “venture capital” to support our operational needs.
T h e C o mmu n i ty F o u n dati o n i s h o n o re d to re co gn i ze th e f o l l o wi n g pe o pl e f o r th e i r ph i l an th ro pi c vi si o n th at pro vi de s f o r th e f u tu re n e e ds o f th e re si de n ts o f th e S an Lu i s Obi spo C o u n ty.
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
Charles & Susan Atlee Aaron & Lyn Baker Barbara Bell William R. Broadbent Wendy Brown Arlene B. Chandler Mary Jo & Henry DeSio Kathy & John Eichler Daniel DeGroot & Kim Conti David & Sandra Garth Bryan & Beverly Gingg Patricia Kohlen Wayne & Linda Lewis Clayton R. Marsh & George L. Villanueva Don & Liz Maruska Russée Parvin Richard & Carol Roberts Louis & Ann Robinson Anita Shower Jane & Stephen Sinton Ann Travers & Barbara Nordin Thomas A. Stein & Jill St. John Paul E. Yeager 6 Donors wishing to remain anonymous
Visit the Community Foundation online at www.sloccf.org
2010 FINANCIALS Grants by region
grants to the community
3,500,000 $3.5M 3,000,000 $3M
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 ’01 $256,629 ’02 $418,380 ’03 $457,150 ’04 $1,697,998 ’05 $2,400,097 ’06 $3,368,805 ’07 $2,565,972 ’08 $2,263,848 ’09 $1,197,029 ’10 $843,846
Out of County
$123,007 30,000,000 $30M
San Luis Obispo $312,248 101
10,000,000 $10M 5,000,000 $5M 0 $0
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
’01 $4,256,079 ’02 $11,949,937 ’03 $15,308,969 ’04 $16,901,280 ’05 $19,068,093 ’06 $24,589,026 ’07 $25,938,114 ’08 $20,027,554 ’09 $24,416,200 ’10 $27,054,092
Total $4,782,212 FY 2010 GRANTS & EXPENDITURES Grants to the Community Foundation Operating Expenses Special Fund Expenses*
$843,846 $878,410 (194,515)
Total $1,527,741 *Some funds incur expenses other than grants such as fund raising costs,
grants by area Scholarships $128,311
Arts & Culture $141,838
Community Enhancement $24,635
Human Services $246,936
Faith-Based Organizations $57,961
awards, special events costs, etc.
Balance Sheet Fiscal years ending December 31, 2010 & 2009 ASSETS 2010 2009 Cash & Cash Equivalents $4,526,417 $5,393,308 Investments $26,148,403 $22,402,300 Contributions Receivable & Prepaid $21,952 $17,261 Real Estate Held for Sale $300,000 $10,000 Furniture & Equipment (less depreciation) $9,447 $16,495 Future Interests & Other Assets $299,094 $277,148 Total
CURRENT LIABILITIES Accounts Payable & Deferred Revenue Organization Funds Net Assets
$293,268 $3,183,288 $27,828,757
$384,334 $3,157,892 $24,574,286
Education $104,083 Total
Historic Preservation $14,412
PO Box 1580 San Luis Obispo, CA 93406 (805) 543-2323 phone (805) 543-2346 fax info@ sloccf.org
2010 Audit Will Be Conducted by Caliber Audit & Attest, LLP. Audited statements available at the Community Foundation Office after May 15, 2011. Form 990 available on website, www.sloccf.org.
SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION
2010 ANNUAL REPORT
Designed by Verdin Marketing Ink
FY 2010 REVENUE & SUPPORT Contributions $1,861,447 Grants from other Foundations $131,482 Other Operating Income $10,827 Interest & Dividends $2,738,956 Program Revenue $39,500