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Better Together... 2 011 A nnual Re port

Better Together... Dear Friends,

Dee Lacey President

Barry VanderKelen Executive Director

To say that the move into our Barneberg House was a time of change is an understatement, it was transformative! In addition to giving our staff a lovely place to work, we now host many meetings of local nonprofits and community groups in our two public rooms …you can feel the energy in the building when folks are here, and having them in our house gives us a chance to get to know them even better and has saved them more than $4,400 in meeting room fees. We also welcomed our new housemates, the staff of the Foundation for the Performing Arts Center (FPAC). We are very fortunate to have this permanent office space in San Luis Obispo, and continue to offer our profound gratitude to everyone who helped make it possible for us to be here. So far, we have reached 90% of our goal for the acquisition and renovation, and we will raise the remaining $200,000 in 2013. We are pleased to let you know that we earned national recognition, once again, for having the highest level of excellence in operational quality and integrity. This designation was awarded to us by the Community Foundations National Standards Board who conducts a rigorous assessment of many aspects of our operation every five years. Our participation ensures that we meet the highest standards in our industry, and demonstrates our stalwart commitment of being a trusted steward of our donors’ assets. We are the only community foundation in San Luis Obispo County with this distinction. As you read this report, we hope you take pride in knowing that you are a part of our Community Foundation Family. What we share here only scratches the surface of the work we do year-round. Please visit our website for more comprehensive information. You are also invited to sign up to receive our bi-monthly donor e-newsletter that provides regular updates throughout the year. It is your partnership that helps us meet the immediate needs of our community, and work through the complex strategies to solutions that help build a better SLO County. We are honored to help develop and energize a community of philanthropists who strengthen the common good…we are truly Better Together!

Raising A Reader Starting from the beginning… To help address our youngest children’s future success in school, we brought the Raising A Reader program to San Luis Obispo County f dly showing of (SLO County) in ader kids prou Re A ng isi Ra rds San Miguel 2003. This nationally their library ca recognized, award winning, pre-school literacy service clubs in Los Osos to invest program serves low-income in the future of our children and our families with children ages 0 - 5. community. Literacy has a proven Nearly 15% of our students impact on each individual child's in SLO County are designated as success, and the contribution they English Learners and a majority will make as they become adults. It of them reside with families in is a natural fit for each club, so when which Spanish is the primary the Rotary Club of Los Osos was language. Thirty-four percent of our approached by the Bay Osos Kiwanis students are designated as socioto partner in sponsoring the local economically disadvantaged program, it was an easy decision.” and many live with families that cannot afford to purchase age-appropriate books. The program helps parents gain the skills and confidence they need to be able to read with their child to help prepare them for kindergarten. Since Raising A Reader began, almost 2,000 families have Jim Sargen with participated, and currently, Raising A Read er kids there are over 470 families at 16 In addition, individual Donors sites in 7 communities across our like Jim Sargen, are extending their County. generosity to support the program We are thrilled that some of county-wide. Jim said, “I support the the Raising A Reader sites are Raising A Reader program, because being supported by their local communities. Service clubs, like the every time I see someone able to Bay Osos Kiwanis and the Los Osos read it seems that the world opens up before them.” Rotary, are collaborating together The Raising A Reader Fund, to ensure that sites in their local held by us, supports the annual area are sustained. Michelle cost of offering this program in Caretto, a former president of the our County. See more information Rotary Club of Los Osos said, “The about the program and our Adopt A Raising A Reader program is a Classroom campaign on our website. very direct way for the two largest 3


Youth Pathways Changing futures… An initiative of ours called Pathways to Adulthood began in 2005, and marked the beginning of our exploration with other nonprofits to find the best ways to support at-risk youth in SLO County. The participating programs fostered adult mentorship and career development activities, and became successful examples of programs reaching at-risk youth. In 2011, this broad net of support to youth was narrowed to the specific age group of 12-18, and transitioned into a new initiative called Youth Pathways. This age group is especially vulnerable to falling under the influence of bad choices due to challenging life circumstances such as poverty, teen pregnancy, homelessness, delinquency, and other social pressures, coupled with the normal struggles of striving to become a young adult. By being exposed to positive role models, and armed with the knowledge and skills to explore positive options, these youth are given the opportunity to re-direct their future. The programs in this initiative will be supported by our Youth Pathways Endowment Fund. Jim Salio, Chief Probation Officer of the SLO County Probation Department, shared his perspective about the need for community support of these efforts. “So often programs receive a grant, and when the grant ends, so do the services. Prevention is important but, often in difficult fiscal times, prevention programs are the first to be cut. Studies in other jurisdictions have shown prevention programs for at-risk youth create savings in the schools, the justice system and social services. Our hope is that once the endowment goal is achieved, we can provide continual funding for programs that have proven to reduce delinquency in the youth they serve.” If you would like to help reach this endowment’s goal of $500,000 to benefit our County’s youth, please visit our website.

Oak Tree or ks Class at ect – Greenw oj Robles. Pr so s Pa ay w in th ol tion Scho A Youth Pa ua tin on C y l Earth. rt oo be r is One C Nur sery at Li Agency partne 2011 Annual Report

Scholarships Offering a hand up… We are proud to share that we have awarded more than 600 scholarships, worth more than $1 million dollars, to local students since our scholarship program began in 2003. In 2011, we awarded more than 60 scholarships valued at nearly $200,000. One of our Scholarship Funds is the Paso Robles High School Class of 1955. This fund was established in 2002 to provide scholarships to seniors graduating from Paso Robles High School (formerly PRUHS) who are entering an accredited community college, trade or technical school, or fouryear college. Jim Lundbeck, a member of the PRUHS Class of ’55, shared the history of the scholarship. “The Class of 1955 of PRUHS was, in many ways, exceptional, in the eyes of our classmates and the community. School spirit ran high; we excelled in academics, music and athletics. Years later, we decided we wanted to ‘pay back’ from our success. Recognizing the educational and the financial cost of extended education, the idea of a scholarship for graduating seniors was broached at one of our reunions. The concept took shape when a group of classmates made a challenge to match donations and pledges from all the class, and that challenge launched us financially. As funds came in, the need for methods of granting scholarships, investing our reserves and meeting legal requirements for such an endeavor arose. A meeting with Foundation staff made it clear that they provided all the structure we needed to move ahead. Through our fund-raising and award grants, along with the support of the Foundation, we have awarded nearly $25,000 to students striving to gain traction in a competitive world.


Our goals are achieved by continuous support from gains from investments, regular contributors and others when they can. The sense of pride in writing any size check to the fund, as a gift or in memory of a classmate, stirs the memories we shared in 1955 when we, too, faced an uncertain future. Perhaps there was ‘someone’ then that helped each of us make hard decisions; now we have the chance to be that ‘someone’ for a new graduate. Our fund at the Foundation makes that possible.” The fund’s success is best demonstrated by comments from the 2011 Paso Robles High School Class of 1955 Scholarship recipients.

Neil King Rice “My first year at University of California, Santa Barbara (UCSB) was great. My favorite classes, and most interesting in my opinion, were my physics classes. Paso Robles High School (PRHS) prepared me very well for the rigors of my college courses. My classes this year were, no doubt, more difficult, but I felt confident because of my experience at PRHS. If I’m being exact, Mr. Fairbank was the most influential to me because he helped me with the development of my study techniques as well as my passion for physics.”


Caitlyn Curran “I thoroughly enjoyed by first year at University of California, Santa Barbara (UCSB). My major, creative writing has turned out to be a dream come true. The course work was challenging, engaging, and inspiring. Paso Robles High School (PRHS) prepared me for college, for, as they say, the effort you put into high school is also what you gain [for college]. I have gotten involved with my campus by attending and participating in poetry readings with my peers and my professors. I also joined the Snowboard/Ski Club. My sister took me to Europe last summer as a gift for finishing my first year at UCSB.” If helping with the educational goals of our County’s students is something you are interested in supporting, see our website for more information.

The sense of pride in

writing any size check to the fund, as a gift or in memory of a classmate, stirs the memories we shared in 1955 when we, too, faced an uncertain future.

2011 Annual Report

Access for All Changing perceptions… Access for All (AFA) is a group of likeminded people working hard to make local environments and activities equally open to all in San Luis Obispo County’s communities. They promote the mindset of not looking at one's disability, but looking at the environment and the community’s perceptions of disabilities to find ways for everyone to enjoy access to everything in SLO County. The stark reality is that one in five of us will have a disability at some point in our lives, and nearly all of us will know someone living with a disability. Beverly Gingg, a member of AFA’s Leadership Team, shared her own story. “My husband Bryan and I have spent 28 years together living with what most would consider a severe disability, complete quadriplegia. We were fortunate to meet Paul Wolff at Cal Poly in the mid1980s. Paul was then an architecture professor dedicated to teaching students about something called Universal Design [a term that describes the concept of designing all products and the built environment to be aesthetic and usable to the greatest extent possible by everyone, regardless of their age, ability, or status in life]. Wow, this is amazing stuff! We came to know Paul and many others at Cal Poly and in the community who had different ideas about what it means to live with a disability and began looking at ways to help our community more fully understand accessibility.” In 2001, early members of AFA established the Access for All Fund with us. Today, AFA has an endowment fund, and a goal of raising $200,000. Your support can help to make SLO County more accessible for everyone, visit our website for more information.



Senior Symposium Connecting us… O COUNTY


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By 2025, San Luis Obispo County will feel the full impact of a growth rate in our senior population that is outpacing the majority of the state. To ensure that our County is prepared to support this rapidly growing segment of our community, we used support from our Leadership Fund, along with a partnership with Wilshire Health & Community Services, to support the development of the SLO 2025 Senior Symposium. A diverse group of 145 community members including elected officials, nonprofit representatives, senior care service providers, senior residents and others, gathered for an interactive dialogue about existing services, and what preparations are needed to provide a healthy aging environment in our County. One of the primary goals of the Symposium was to inspire future discussion and active participation in addressing senior's issues. There was overwhelming support by participants for future collaboration and activities to continue the momentum created by the Symposium. Heather Murphy, Program Coordinator of Adult Wellness and Prevention Screening, from Community Action Partnership of San Luis Obispo (CAPSLO), shared her reaction about the symposium. “As a nurse who works primarily with seniors, this

symposium allowed me to sit in a room with other providers of senior services and get to speak to many of them face to face. I learned about several services that I was unaware of and have used that information to make referrals for my clients in need.” She continues, “I was so impressed with how the seminar was run. By allowing time for discussion in small groups, I was able to hear ideas from several different points of view that I may not have considered. The break-out groups in the afternoon also allowed me to seek out experts in areas that were of particular interest to me.” The symposium inspired the beginning of developing a stronger safety net of services for our Seniors today and in the future. For more information, see Seniors in SLO County Folio, by visiting our website’s Community Needs page.

2011 Annual Report

New Fund Partners In 2011, we had the honor of welcoming 16 new fund partners to our Community Foundation Family! Find out more about all of our funds by visiting our website. TEACh Endowment Fund TEACh Foundation Pass-through Fund Ruth Brackett Fund for Children Fund Avila Beach Sea Life Center Endowment Fund SLO Jazz Festival Fund Charles O. and Helen B. Penwell Fund City of San Luis Obispo Open Space Fund Cricket, Joshua and Ethan Handler Family Fund Take 10! Fund Gerry and Peggy Peterson Performing Arts Fund Jack House Endowment Fund Sera Day Coryell Nursing Education Fund Economic Vitality Corporation Endowment Fund Youth Pathways Fund Tom Halaczkiewicz Memorial Fund Lily Fund

Founders We will be forever grateful for the generosity of these folks who realized that local leadership in charitable giving will create a better SLO County. M. Richard & Joyce J. Andrews Foundation in honor of Carrol R. Pruett Lyn & Aaron 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 Patridge 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

Visionaries We are honored to recognize those who have joined our Community Foundation family with the philanthropic vision of making our resident’s current needs and future their priority. Charles and Susan Atlee Jim and Lyn Baker Ms. Barbara Bell Bill Broadbent and Sandra Jenkins Ms. Wendy Brown John and Nancy Bruno Dr. David Burt Ms. Arlene Chandler Kim Conti and Dan DeGroot Elaine Cormier and Richard Enfield Mr. Robert Cowan Mrs. Mary Jo DeSio Mr. and Mrs. John Eichler David and Sandy Garth Beverly and Bryan Gingg Brenda Buchbinder Hock Ms. Elizabeth Kiser Patricia Kohlen Wayne and Linda Lewis Clayton Marsh and George Villanueva Donald and Elizabeth Maruska Mr. Russee Parvin DD and Mike Patrick Richard and Carol Roberts Ann and Lou Robinson Ms. Anita Shower Robert Jane and Steve Sinton Tom Stein and Jill St. John Ann Travers and Barbara Nordin Mr. Paul Yeager 31 Donors wishing to remain anonymous


aire Clar k, Nick Norman Mendel, Cl y, lle Ta e nin Joh t: left to righ idge, Mike Miner; Board Members, standing, Carty, Barbara Partr Mc ve Ste , ter llis Ho Lee son, Barbara Bell Thille, Steve Jobst, e Lacey, Ann Robin De r, ve Ra l Bil t: righ seated, left to

Board of Directors SLOCCF relies on a team of passionate and dedicated Board members who tirelessly give their time to help guide our future. Their commitment to our organization provides stability as we continue to change and grow. We are pleased to welcome Claire Clark, Economic Development Manager for the City of San Luis Obispo, to our Board.

Community Members Serving on Board Committees We extend a special thanks to members of our Community who give so freely of their time to share their expertise and perspective to help keep us connected to our partners and the needs of SLO County residents. Mary Beth Armstrong Lyn Baker Mary Bettencourt Jim Black Wendy Brown Donn Clickard Shelley Concannon Julian Crocker John Dunn Jim Hathaway Brenda Hock Sergio Holguin Wayne Lewis Ben McAdams Kay Miller Ziyad Naccasha Joan Parker Roy Rawlings Annie Shanks Jane Sinton Mary Verdin Ron Yukelson

Staff Our staff is passionate about our mission and committed to excellence in everything they do. We welcomed our newest staff member, Karen Bolen, as our Finance Assistant in 2011. Barry VanderKelen, Executive Director Janice Fong Wolf, Director of Grants & Programs Holly Corbett, Director of Finance Angela Hollander, Scholarship Program Associate Pat Holley, Donor Services Associate Karen Bolen, Finance Assistant 2011 Annual Report

Financials 2011 grant distributions totaled 355, valued at $1,103,382 Grants by Region

Grants by Program Area Arts & Cluture $80,686

Out of County $84,950 Scholarships $190,700

Countywide $530,317

SLO $117,759

Community Enhancement $43,281 Environment $20,607 Faith-Based Organizations $3,000

Recreation $14,354

So. County $145,931

Historical Preservation $10,100 Education $146,459

Human Services $416,755

Coastal $43,900

Health $177,440

No. County $180,525 $30M

Endowment Growth $25M $20M $15M $10M $5M $0













$1,933,288 $4,256,079 $11,949,937 $15,308,969 $16,901,280 $19,068,093 $24,589,026 $25,938,114 $20,027,554 $24,416,200 $27,054,092 $27,094,214

Balance Sheet Fiscal years ending December 31, 2011 & 2010 ASSETS Cash & Cash Equivalents Investments Contributions Receivable & Prepaids Real Estate Held For Sale Furniture & Equipment (less depreciation) Note Receivable Future Interests & Other Assets

Total Assets

CURRENT LIABILITIES Accounts Payable & Deferred Revenue Note Payable Organization Funds Net Assets 7

Total Liabilities & Net Assets

2011 2010 $4,850,566 $4,526,41 25,428,399 26,148,403 15,982 21,952 735,000 300,000 1,771,464 9,447 353,718 – 306,639 299,094 $33,461,768


$237,154 333,390 3,121,322 29,769,902

$293,268 – 3,183,288 27,828,757




550 Dana Street San Luis Obispo, CA 93401 P: 805.543.2323 F: 805.543.2346

All grant graph data is un-audited. 2011 Audit Conducted by Caliber Audit & Attest, LLP. Audited statements and Form 990 available on website. 2011 Annual Report

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