CCF 2008 Annual Report_FINAL - California Community Foundation
Transcription
CCF 2008 Annual Report_FINAL - California Community Foundation
KEEPING ALIVE THE AMERICAN DREAM CALIFORNIA COMMUNITY FOUNDATION 2 0 0 8 A N N U A L R E P O RT 445 S. Figueroa St., Suite 3400 Los Angeles, CA 90071 T: 213.413.4130 F: 213.383.2046 www.calfund.org LEARN MORE, GET INVOLVED CREDITS AND ACKNOWLEDGMENTS To find out more about how the California Community Foundation can help you give Production Supervisor: Namju Cho back to your most passionate causes and improve Los Angeles, call any of our Editors/Writers: Namju Cho, Gerlie Collado, Rachael Sonntag-Bloom, Denise Tom experts below at (213) 413-4130. Design: orabor www.orabor.com Carol Bradford, director of gift planning, [email protected] Edgar Aguirre, gift planning officer, [email protected] Photography: Brian Forrest (cover) Printing: Typecraft, Wood & Jones, Pasadena, Calif. Barry Peterson, gift planning officer, [email protected] To support our CCF Priorities fund or receive our e-newsletter and any of the following publications, call (213) 413-4130 or visit www.calfund.org. • Arts & Culture: Advancing our Communities’ Creative Voices • Charitable Fund Guidelines • Grant Guidelines The California Community Foundation meets the most rigorous standards in philanthropy and complies with the National Standards of U.S. Community Foundations, administered by the Council on Foundations, a membership organization of more than 2,000 • Profiles in Giving grantmaking foundations and giving programs worldwide. This affirms CCF’s commitment • Solutions: A Journal of the California Community Foundation (Summer 2008) to financial security, transparency and accountability. The foundation’s competitive grantmaking includes an open process designed to address Los Angeles’ changing needs. The seal also confirms the foundation’s history of honoring donors’ wishes — to ensure healthy, engaged and diverse communities. This annual report is printed on Endeavour Velvet. This recycled product is FSC certified, acid free, and contains 25% post-consumer recycled waste. KEEPING ALIVE THE AMERICAN DREAM CALIFORNIA COMMUNITY FOUNDATION 2008 ANNUAL REPORT During economic uncertainty, charitable gifts to nonprofits decrease and government funding cuts put our most vulnerable populations at greater risk. As demand on philanthropy grows, the California Community Foundation’s focus is sharper than ever: we’re investing in long-term solutions that will have the greatest impact while continuing to respond to increasing human needs. The American Dream, in which everyone in L.A. County should be given a chance to live a richer and fuller life, inspires us, our donors and our grantees to work harder and smarter on behalf of L.A.’s neediest populations. We are proud of our united efforts and invite you to read about how our work impacts one person and one neighborhood at a time, and ultimately, our collective hope about the future. Founded in 1915, the California Community Foundation has become an integral part of Los Angeles history. From humble beginnings at Security Pacific National Bank, the foundation has grown tremendously to become a community leader that strengthens Los Angeles communities through effective philanthropy and civic engagement. By creating sustainable communities that are healthier and stronger, the foundation seeks to improve the quality of life HISTORY, MISSION & VISION for all Los Angeles residents, especially the most underserved populations. The foundation promotes philanthropy and works with others to address the key issues facing our communities. CCF seeks to build a brighter future for Los Angeles County made up of safe, thriving and diverse communities. By 2015, the foundation will strive to address decent, affordable housing, accessible health care, quality education, enhanced human development opportunities and the arts. The foundation will do so by creating innovative and comprehensive approaches, leveraging resources, developing collaborative partnerships and increasing donor engagement. CCF Milestones: • 1980: CCF has $20 million in assets. • 1986: When the AIDS epidemic begins ravaging the Los Angeles community, we and our donors take the lead in addressing prevention, treatment and social services, funding vital programs that are deemed “too controversial” by government agencies. • 1997: Peter Drucker, the father of modern management, names CCF one of the 10 best-managed nonprofits in the U.S. • 2000: CCF reaches $530 million in assets. • 2006: In October, the foundation announces a $200 million bequest from the late philanthropist Joan Palevsky. Her unrestricted gift is CCF’s largest to date, boosting our assets to more than $1 billion and doubling our competitive grantmaking to about $20 million annually. • 2008: The foundation has $1 billion in assets and manages 1,500 unique charitable funds. 2 TABLE OF CONTENTS History, Mission & Vision 2 From the Board Chair 4 From the President 5 About the Cover 6 Year End Review 8 Grantmaking Overview 9 Grants 10 Special Grants 21 Funds 25 Legacy Society 42 Financial Summaries 44 Board of Directors 46 Staff 47 3 The California Community Foundation exists to support FROM THE BOARD CHAIR The end result all around will be to leverage our dollars donors and enrich the place we all love. While it’s true that to maximum effect so that people’s quality of life will people give in both good and not so good times, the effects improve. We envision a vibrant and cohesive Los Angeles of the economic slowdown will cause us to focus even County made up of safe, thriving and diverse communities. harder on the difficulties created in financial uncertainty. In this annual report, we celebrate the lives of people What better time to remind everyone about what the foun- who take pride in where they live and work and truly care dation is and what it does. about the well-being of their neighbors. CCF, which turns 100 years old in 2015, is building Dr. Yanina Queen is one of the many stories told inside the future of Los Angeles. We would not be able to rise to these pages. Dr. Queen could have chased a more lucrative that challenge without the generosity and compassion of job in the private sector, but instead chose to work as a thousands of donors. pediatrician at a community clinic in Inglewood. • We are the third largest community foundation west of the Mississippi with $1 billion in assets. • In 2007-08 we gave out $220 million in grants to nonprofits that serve our neediest populations. • We are one of Los Angeles’ most innovative investors in permanent low-income housing. • We are the largest scholarship fund manager in Los Angeles. • We are a national leader in expanding services for veterans returning from Iraq and Afghanistan. In another story, students in El Monte who walk to school mapped safe school routes and learned about urban planning and how city government works. And Karen Sulpi, a single mother of four on welfare, turned her life around after moving into an apartment building renovated by LINC Housing, a CCF grantee. Sulpi now manages an after-school program. They are but a few examples of Angelenos who help to make us one diverse, empowering community. They are also the most important reason CCF exists and will continue to be there for all residents of L.A. County, especially the most vulnerable, now and in the future. • And we are a major supporter of individual artists in the region. Those who will be most affected by government funding cuts are the people we serve, who benefit from grants given to nonprofits working in education, affordable housing, the arts, human services and health care. While city, county and state governments wrestle with budget cuts, demand for social services is accelerating. We have many challenges facing us. How are we addressing this growing crisis? We are increasing our focused efforts to help donors invest in solutions that will have the greatest impact. We are supporting effective policy and advocacy efforts, especially in the areas of health care and early childhood education. And most importantly, we are collaborating with partners on shared goals and interests to avoid waste and duplication. 4 — Jane B. Eisner We are living in uncertain times. But even as we struggle Our efforts to find innovative solutions to improve the with economic challenges, we will thrive because we are lives of L.A. residents is beginning to yield results, whether coming together to keep the American Dream alive. That it is providing medical care at a community clinic for a means continuing to work on long-term solutions to Los mother’s three autistic children, supporting preschool Angeles’ most pressing social problems, but also responding teachers working in low-income, underserved communities to current and changing human needs. Our mission, and the path to get there, is clear — strengthening Los Angeles communities through effective FROM THE PRESIDENT philanthropy and civic engagement. This last year, we in L.A. or funding a program that helps foster youth advocate for themselves and for ways to improve California’s foster care system. Our work keeps alive the dream that James Truslow made progress during a time when skeptics questioned Adams envisioned during another challenging time in our the promise of the American Dream. Writer and historian history, the Depression. His words are even more relevant James Truslow Adams first used the term in 1931 during today, especially for the more than three million immi- the Depression. He wrote that it is “that dream of a land in grants in L.A. County, including one-third of Los Angeles which life should be better and richer and fuller for every- adults who are English language learners. Our immigrant one, with opportunity for each according to ability initiative to help them integrate into society so we can or achievement.’’ tap into their full potential — together with a project to For CCF, the American Dream is a living, breathing tenet mobilize the skills, talents and experiences of immigrant that inspires the direction of our work and the work of our baby boomers — will strengthen the communities where donors and grantees who serve L.A.’s neediest populations. they live and work. Low-income families and individuals will be able to The following pages reflect our vision for a better L.A. move into high quality, permanently affordable housing We’re dedicated to ensuring the American Dream is real- developed through the innovative work of the Community ized by building the future of Los Angeles one donor and Foundation Land Trust. The land trust broke ground on one grantee at a time. its first rental development near MacArthur Park, called — Antonia Hernández Seven Maples, in June, with an adjacent site, Seven Corals, expected to begin construction in late 2009. Through the generosity of donors, thousands of U.S. veterans returning from Iraq and Afghanistan are getting direct services like counseling, child care, transportation and emergency financial assistance. Fifteen outstanding emerging and mid-career artists won one-year Visual Arts Fellowships to help them advance to the next level of their careers. In October we’ll celebrate the 20th year of these fellowships and our partnership with the J. Paul Getty Trust in nurturing the creativity of individual artists in L.A. 5 ABOUT THE COVER Painting the American Dream By Frank Romero Hollywood got it right. When asked to depict the American Dream what immediately came to mind was the last scene in the 1995 film based on Walter Mosley’s novel, “Devil in a Blue Dress,” which showed a neighborhood in South Central Los Angeles. I thought about my own experiences growing up in the Boyle Heights district of Los Angeles in the 1950s. For me, this was a neighborhood with a wide street and very little traffic where children played football and rode their bicycles. The streets were lined with palm trees, which had been planted for the 1932 Summer Olympics. Such a scene has always been the American Dream in postwar America. People owned their own homes, tended their lawns and gardens and raised a family. Many of the houses in these neighborhoods were actually Craftsman Bungalows circa 1910 to 1930 and were sold in the 1950s for $10,000 to $30,000. It was a wonderful and affordable place to live. The American Dream has not changed but in these economic times it has become almost a fantasy, unattainable for most Americans without assistance. Painter Frank Romero’s work depicts the changing culture of L.A.: the architecture, urban myth and contradictions. He has produced many of the murals throughout the city, including “1984 Going to the Olympics” on the 101 freeway; a mural at the first metro rail station at Wilshire and Normandie; and a 60-foot mural for the Los Angeles Natural History Museum Exhibition, “L.A.: Light, Motion, Dreams.” 6 CONTRIBUTIONS: The California Community Foundation FORECLOSURE CRISIS: The foundation invested $1.4 received nearly $152 million in contributions. million to help low-income homeowners. Grants will sup- GRANTS: We awarded more than $220 million in grants port the hiring of more housing counselors and attorneys to outstanding nonprofits in Los Angeles County, across at service agencies; research that shows how at-risk the country and worldwide through our foundation directed borrowers are getting help to make informed decisions and donor advised funds. and prevent foreclosure; and raising awareness about AFFORDABLE SENIOR HOUSING: The Community YEAR END REVIEW Foundation Land Trust broke ground on Seven Maples, a 57-unit affordable housing project for low-income seniors near MacArthur Park. Seven Corals, the second phase of this community, is expected to break ground in late 2009. Seven Corals will offer 68 units of affordable family housing. Both complexes will be “green’’ with rooftop solar panels and water- and energy-conserving fixtures. mortgage loan fraud and predatory practices. The effort will create about 58 new housing counselor positions statewide, helping at least 16,000 of the 40,000 lowincome homeowners counseled over the next two years to avoid foreclosure. The funding also will help nearly 3,000 homeowners in L.A. County struggling with mortgage loan fraud get legal assistance, counseling and representation over the next two years. Recycled materials and local suppliers will be used SCHOLARSHIPS: As the largest scholarship fund wherever possible. manager in L.A., CCF awarded more than $3.7 million in INTEGRATING IMMIGRANTS INTO OUR COMMUNITIES: The foundation commissioned a report by the Migration Policy Institute, “Los Angeles on the scholarships to 1,700 L.A. County students. CCF administers more than 150 scholarship funds worth $85 million. The average award is $2,100. Leading Edge.” The report found that increased access to English language and civics instruction and greater workplace acceptance of immigrants’ foreign educational and professional credentials would speed and improve their job and career mobility. CCF also funded a more localized report by the University of Southern California called “Immigrant Integration in Los Angeles.” The Fred J. Aves Vocational Education Fund is CCF’s largest scholarship fund. In 1998, inventor Fred Aves left It recommended that funders convene and develop leadership around immigration issues; frame information to present immigration as a solution rather than a problem; invest in replicable models and shape public policy that can help to integrate immigrants into the so- $9.1 million of his estate to the foundation to support young people pursuing vocational careers. Today the fund cial, civic and economic fabric of Los Angeles County. NEW FUNDS: Donors opened more than 100 new funds, bringing the total number of foundation funds managed to 1,500. 8 is worth $23 million and in 2007-08 awarded $538,000 in scholarships. The California Community Foundation accepts grant Additionally, the foundation implements a number of proposals year-round from nonprofit organizations. The special grant programs with distinct funding priorities and foundation’s board of directors reviews competitive grant timelines. These programs include the Dolphin Change proposals three times a year and CCF notifies applicants Fund, the FEDCO Charitable Foundation, the Long Beach immediately following board determinations. Navy Memorial Heritage Association Fund and the Thelma Eligible organizations are those seeking to meet an iden- Pearl Howard Foundation. tified community need and match the goals, objectives GRANTMAKING OVERVIEW For more information on our grant programs, go to www. and priorities of the foundation. The foundation’s priority calfund.org or call (213) 413-4130. The Web site includes areas are arts, education, health care, human development competitive grantmaking guidelines and electronic ap- and neighborhood revitalization. plication materials that you can download. Following are the foundation’s goals in each priority area: ARTS: Increase participation in the arts among low-income, diverse, ethnic individuals and communities and strenghten individual artists and small-to-midsize arts and cultural organizations, particularly those located in low-income and underserved communities. EDUCATION: Improve school readiness and K-5 student performances in reading and math and support partnerships among schools, districts, teachers and parents that demonstrate a commitment to this goal. HEALTH CARE: Improve access to regular, sustainable and affordable sources of quality health care for lowincome adults and children, with a focus on community clinics and uninsured individuals. HUMAN DEVELOPMENT: Increase self-sufficiency among aging adults and youth coming out of the foster care system. NEIGHBORHOOD REVITALIZATION: Increase access to affordable housing, and efforts that emphasize multiservice, geographically-focused approaches to improve conditions in underserved neighborhoods. The foundation also makes program related investments to community development financial intermediaries that in turn make loans to nonprofit organizations within each program area to extend the reach of the foundation’s competitive grants. These investments include low-interest loans and loan guarantees for charitable purposes. 9 These Los Angeles mid-career artists have seven or more years of professional experience in their field and each was awarded a $20,000 one-year fellowship. For more than 90 years, the California Community Foundation has recognized, encouraged and supported the Southern California arts community by funding and nurturing a full range of artistic expressions. The Fellow- DAVE HULLFISH BAILEY Multimedia/Interdisciplinary JUDIE BAMBER Painting ships for Visual Artists support the work of active, emerging GRANTS and mid-career artists in Los Angeles County and strengthen the arts as a vital building block of our community – a medium to reflect the community’s rich diversity. Since 2000, the foundation has distributed more than $10 million to support the arts, with $1,160,000 awarded to outstanding individual artists. The California Community Foundation Fellowships for Visual Artists draw together the J. Paul Getty Trust Fund for the Visual Arts, the Brody Arts Fund, the Atlass Fund, the Joan Palevsky Endowment for the Future of Los Angeles and other foundation funds. ALLAN DESOUZA Photography RICHARD HAWKINS Collage HIROKAZU KOSAKA Multimedia/Interdisciplinary STEVEN RODEN Multimedia/Interdisciplinary LINDA STARK Painting The 2008 fellows were selected by a distinguished panel of local artists, curators and arts experts. The panel included: Lauri Firstenberg, Ph.D., founder and curator/director of LA><ART; Miki Garcia, executive director, Santa Barbara Contemporary Arts Forum; Mark Steven Greenfield, artist and director, Los Angeles Municipal Art Gallery for the Department of Cultural Affairs; Dan Kwong, award-winning solo performance artist, writer, teacher, playwright, visual artist and 2004 Fellowships for Visual Artists recipient; and Monica Ma- TAM VAN TRAN Drawing MARY K. WEATHERFORD Painting CHARLIE WHITE Photography TAKAKO YAMAGUCHI Painting joli, artist, 2002 Fellowships for Visual Artists recipient and assistant professor in studio art at U.C. Irvine. FELLOWSHIPS FOR VISUAL ARTISTS These Los Angeles emerging visual artists have up to seven years of professional experience in their field and each was awarded a $15,000 one-year fellowship. DAN BAYLES Painting CARLEE FERNANDEZ Sculpture JULIE LEQUIN Multimedia/Interdisciplinary SHANA LUTKER Multimedia/Interdisciplinary 10 Support Helps Artist Expand Her Work Joan Takayama-Ogawa is thinking big. “I went from making teapots to being able to make Based in Pasadena, Takayama-Ogawa’s work is part of the permanent collections of large-scale public installation pieces,” said the ceramic artist, who bought a new kiln after the Smithsonian Institution’s Renwick Gallery, the Los Angeles County Museum of Art, the receiving a $7,000 grant from the Center for Cultural Innovation (CCI). Oakland Museum of California and the Racine Art Museum. CCI, a grantee of the California Community Foundation, supports individual artists like Takayama-Ogawa by providing business workshops, loans and grants. With ancestors who were ceramists in Japan since the 15th century, Takayama-Oga- Takayama-Ogawa is able to advance her work with CCI’s help. At the center’s Business of Art workshops, she learned how to get more exposure through Internet strategies and how to create a living trust so her art is displayed and distributed the way she wishes after death. “CCI is completely dedicated to helping artists,’’ said Takayama-Ogawa, 53, who is wa’s talent is inherent. But her art is uniquely her own. As a long-time environmentalist, Takayama-Ogawa’s recent collection combined halfeaten tea cakes with bugs on delicate china to symbolize society’s sometimes overindul- creating a Web site to showcase her work. “CCI doesn’t give handouts, they give a hand up” so that artists can thrive and support themselves through their creative work. gent and wasteful attitude toward natural resources. Influenced by her Japanese American Cora Mirikitani, CCI president and CEO, says the foundation stands out from other ancestry, she has created pieces that incorporate images from the World War II Japanese funders. “CCF focuses on the arts as a priority, invites a diverse array of grantees to the table internment camps, warning that people can be imprisoned again because of social fears and and provides core operating support, which is truly invaluable.” a legal clause related to a 1944 U.S. Supreme Court case, Korematsu v. United States. Learn more about how CCF supports mid-size arts organizations to help local artists at www.cciarts.org and www.calfund.org. “CCF focuses on the arts as a priority, invites a diverse array of grantees to the table and provides core operating support, which is truly invaluable.” — Cora Mirikitani, Center for Cultural Innovation Ceramist Joan Takayama-Ogawa with her new kiln; By artist, “Made in Pasadena: American Over Consumption,” 2007 ARTS Goal: Increased participation in the arts among low-income, diverse, ethnic individuals and communities and stronger individual artists and small-to-midsize arts and cultural organizations. 18TH STREET ART CENTER — $50,000 ARTS FOR LA — $75,000 FRIENDS OF THE LEVITT PAVILION — $80,000 ALLIANCE FOR CALIFORNIA TRADITIONAL ARTS — $50,000 CALIFORNIA LAWYERS FOR THE ARTS — $75,000 LATINO THEATER COMPANY — $100,000 ANGELS GATE CULTURAL CENTER, INC. — $75,000 CENTER FOR CULTURAL INNOVATION — $100,000 OPERA NOIR, INC. — $50,000 11 EDUCATION Goal: Increased K-5 student performance in language arts and math among low-income, minority and English language learners. SUPPORTING VISUAL ARTISTS ALLIANCE FOR A BETTER COMMUNITY — $150,000 A three-month exhibition in partnership with the Getty Foundation, “20 Years Ago Today: Supporting Visual Artists in Los Angeles,” opened Oct. 4, 2008 at the Japanese American National Museum. The exhibition features artists who have received the Fellowships for Visual CALIFORNIANS TOGETHER — $100,000 FAIRPLEX CHILD DEVELOPMENT CENTER — $100,000 Artists during the program’s 20-year history and celebrates CCF’s two-decade partnership with the J. Paul Getty Trust in supporting these artists. The exhibition runs through Jan. 11, 2009 For more information, call (213) 625-0414 or visit www. janm.org. FAMILIES IN SCHOOLS — $200,000 FRIENDS OF THE FAMILY — $100,000 JUMPSTART FOR YOUNG CHILDREN — $150,000 KOREATOWN YOUTH AND COMMUNITY CENTER — $100,000 The foundation awarded more than $600,000 to nonprofits serving residents in San Fernando LONG BEACH DAY NURSERY — $100,000 LOYOLA MARYMOUNT UNIVERSITY — $100,000 Valley, comprising 11% of our competitive grants. These organizations provide services in affordable housing, art, education, health care and capacity building. PARENT INSTITUTE FOR QUALITY EDUCATION — $150,000 PROJECT GRAD LOS ANGELES — $150,000 SPRINGBOARD FOR IMPROVING SCHOOLS — $200,000 TEACH FOR AMERICA — $150,000 12 CCF awarded $486,050 in grants to 22 El Monte nonprofit organizations UCLA SCHOOL OF MANAGEMENT PROGRAM — $200,000 from October 2007 to June 2008 as part of the Community Building Initiative (CBI), a 10-year, $10 million initiative that seeks to revital- URBAN EDUCATION PARTNERSHIP — $100,000 ize the city of El Monte located just east of downtown Los Angeles. The YWCA OF GREATER LOS ANGELES — $100,000 organizations work in the areas of education, health, human services, civic engagement and neighborhood improvements. For more information about this initiative, go to www.calfund.org/CBI.php. “CCF is a respected voice in the community and having its support validates our work.” — Brian C. Johnson, Teach for America Getting Students Ready for Kindergarten When preschool teacher Stefanie Mihm spected voice in the community and having its support validates our work,” said Los Angeles first met Matt*, he was an angry 3-year- Executive Director Brian C. Johnson. old. Abandoned by his mother as a baby A graduate of the University of Southern California, Mihm found her calling in high and raised by his father, Matt always acted school when she went to the Dominican Republic to teach 3 to 15-year-olds during a six- out — until Mihm took a direct approach. “I week summer camp. While at USC, she continued volunteering at the neediest schools in asked him what he wanted,” she said. “All Los Angeles. he wanted was a hug. He never got hugs In 2007, as part of the first group of TFA preschool teachers in L.A., Mihm helped de- at home.’’ Mihm wrapped her arms around velop and test teaching models that fit students’ learning styles and levels. For instance, she him, helping to heal his bruised core. He made learning interactive by attaching movements to words that began with a letter of the soon began to do better academically in alphabet. The youngsters learned that “P” is for “popcorn” and jumped around like popped preschool. kernels. “By the end of the school year, all my students knew at least 10 or more letters,” Mihm, 23, is in her second year with Teach for America, a national organiza- Mihm said proudly of her students at the Pacific Asian Consortium in Employment (PACE) Stefanie Mihm and student. tion that works to eliminate educational Headstart in South Los Angeles, where she encountered the 3-year-old Matt. She looks forward to returning to the school this fall. inequities. Although more commonly known for training K-12 teachers, TFA began an early Learn how organizations that CCF supports are helping children from pre- childhood education initiative in Washington D.C. in 2006 to raise achievement among low- school through fifth grade be successful in school at www.teachforamerica.org and income students in underserved communities. www.calfund.org. TFA has been a California Community Foundation grantee since 1993. “CCF is a re- *Fictional name used to protect child’s privacy. 13 Mother Sees Bright Future for Autistic Kids Karen Hernandez would break down emotionally whenever she thought about how her three autistic children might need 24-hour care the rest of their lives. Not only did they have trouble communicating and interacting socially with others, they were also constantly sick. It was difficult getting adequate health insurance and medical care because of their special needs. Then she went to the Children’s Clinic, a nonprofit community clinic in Long Beach that provides multilingual services in general and specialty pediatric care. Hernandez’s outlook is brighter and she credits the clinic for her children’s progress. Before the clinic’s help, Angel, 8, didn’t know how to react to people and dismissed them. Christian, 7, couldn’t speak at all. Celeste, 3, had delayed speaking skills and trouble playing with kids. They were able to get proper treatment after Dr. Elisa Nicholas diagnosed them with asthma and taught them about inhalers and household items that trigger asthma attacks. Dr. Nicholas, the clinic’s president and CEO, also The California Community Foundation encouraged Hernandez to integrate her children with non-autistic kids to improve their communication and social skills. The children now attend schools that have placed them in traditional classes and are attentive to their special needs. awarded 53 one-time grants totaling $5 million to organizations working in multiple areas of interest, including “Dr. Nicholas actually listened to our concerns,’’ Hernandez said. “She understood what we were going through emotionally.” With strong primary care, speech therapy and other forms of support, the Hernan- “The California Community Foundation stands out because it collaborates with nonprofit organizations, and offers support and educational resources that help us do our work better and boost the well-being of local residents.” dez children are healthier, have — Dr. Elisa Nicholas, Children’s Clinic ten because I don’t think it’s fair increased their vocabulary, are comfortable interacting with non-autistic kids and are doing well in school. Said Hernandez: “I still break down every so of- that my kids are challenged so much, but with support from Dr. Nicholas and my family, I’m positive that my children will learn how to live independently.” Dr. Nicholas said, “The California Community Foundation stands out because it collaborates with nonprofit organizations, and offers support and educational resources that help us do our work better and boost the well-being of local residents.” Learn more about how organizations that CCF supports are helping families obtain quality health care at www.thechildrensclinic.org or www.calfund.org. 14 medical research, family planning services to teens, multiple sclerosis, disabled persons, adult day care centers, boys and girls clubs, Santa Barbara parks and the spaying and neutering of pets. HEALTH CARE The Centinela Medical Funds seek Goal: Improved access to regular, sustainable source of quality health care for low-income children and adults. to ensure that children and adults have access to timely and affordable sources of quality health care services. CHILDREN’S CLINIC — $100,000 The funds support eligible hospitals and communitybased organizations that provide direct services and health education to low-income and medically under- COMMUNITY CLINIC ASSOCIATION OF LOS ANGELES — $150,000 served residents of Inglewood, Hawthorne, Lennox, Watts, El Segundo, Compton, Lawndale and designated areas of South Los Angeles. Priorities include: enhancing access to primary, specialty, diagnostic and inpatient care, mental health and dental services for uninsured patients; prevention, education, early detection and control of chronic medical conditions and diseases; and increased enrollment and retention of low-income adults and children in health care coverage. Applications are solicited through a separate Request for Proposals (RFP) process. Go to www.calfund.org for more information. The Centinela advisory board sets funding priorities, reviews grant requests and makes funding recommendations to the California Community Foundation’s board of directors annually. AIRPORT MARINA COUNSELING SERVICE — $42,000 ALZHEIMER’S ASSOCIATION CALIFORNIA SOUTHLAND CHAPTER — $50,000 CENTINELA MEDICAL FUNDS THE CHILDREN’S DENTAL CENTER — $75,000 COALITION OF MENTAL HEALTH PROFESSIONALS, INC. — $80,000 DIDI HIRSCH PSYCHIATRIC SERVICES — $80,000 GOOD SAMARITAN HOSPITAL — $2,001,256 COMMUNITY HEALTH ALLIANCE OF PASADENA — $125,000 COMPREHENSIVE COMMUNITY HEALTH CENTERS, INC. — $160,000 KOREAN HEALTH EDUCATION, INFORMATION & RESEARCH CENTER — $125,000 SOUTH BAY FAMILY HEALTHCARE CENTER — $300,000 UNIVERSITY MUSLIM MEDICAL ASSOCIATION — $150,000 VENICE FAMILY CLINIC — $128,000 LITTLE COMPANY OF MARY HEALTH FOUNDATION — $2,299,072 ASSOCIATION OF BLACK WOMEN PHYSICIANS — $47,800 SAINT FRANCIS MEDICAL CENTER FOUNDATION — $250,000 BLACK WOMEN FOR WELLNESS — $50,000 SOUTH BAY FAMILY HEALTHCARE CENTER — $700,000 CEDARS SINAI MEDICAL CENTER C.O.A.C.H. FOR KIDS AND THEIR FAMILIES PROGRAM — $750,000 UNIVERSITY MUSLIM MEDICAL ASSOCIATION (UMMA) — $125,000 15 HUMAN DEVELOPMENT Goal: Increased self-sufficiency for aging adults and youth coming out of the foster care system. ALLIANCE FOR CHILDREN’S RIGHTS — $100,000 Youth Finds Stability in Foster Care As a young woman of 22, Porschea Williams might be called a seasoned advocate for improv- CALIFORNIA YOUTH CONNECTION — $80,000 ing California’s foster care system. “It makes me feel good to know that what we’re working on CASA COLINA CENTERS FOR REHABILITATION, INC. — $175,000 now will affect younger foster youth,” said Williams, a foster child herself when her mother left her 20 years ago. GREATER LOS ANGELES AGENCY ON DEAFNESS, INC. — $100,000 Williams is a volunteer at the Los Angeles chapter of the California Youth Connection, a INSIGHT CENTER FOR COMMUNITY ECONOMIC DEVELOPMENT — $100,000 PARTNERS IN CARE FOUNDATION, INC. — $100,000 statewide organization and grantee of the California Community Foundation that advocates for a better foster care system and develops leadership of foster youth. In 2005, Williams helped sign into law a state bill requiring social workers to help foster youth maintain relationships with supportive adults and giving youth the right to be involved in planning for their life and well-being after foster care. THE SALVATION ARMY — $200,000 VALLEY VILLAGE — $50,000 Like many foster youth, Williams didn’t find stability until she left foster care at 18. “I got into a lot of trouble when I was younger,” said Williams, who lived in five different homes by the time she entered high school. “I was angry most of the time because I had to move around and live with people I didn’t know.” In 2001, she was introduced to CYC through an L.A. Countysponsored independent living course. WISE & HEALTHY AGING — $235,000 CYC helped her advocate for other foster youth, which grew out of learning to advocate for herself. “I always wanted to speak up for myself when I was younger but I never knew how. CYC gave me the confidence to do that while keeping my cool,” said Williams, a nursing assistant with two toddlers studying to become a nurse. Learn more about how organizations that CCF supports are helping former foster youth like Williams take control of their lives at www.calyouthconn.org or www.calfund.org. “I always wanted to speak up for myself when I was younger but I never knew how. CYC gave me the confidence to do that while keeping my cool.” — Former foster child Porschea Williams 16 The California Community Foundation raised $2.17 million through the Southern California Wildfire Relief Fund to support recovery efforts in parts of Los Angeles, Orange, Riverside, San Bernardino and San Diego Counties ravaged by the October 2007 wildfires. The funds supported intermediate recovery efforts focusing on needy populations and nonprofits that service the affected areas. Thus far, CCF has distributed $2,166,050 in grants, including $1,841,050 to 20 Southern California organizations, as well as $325,000 in block grants to the San Diego and San Bernardino/Riverside Community Foundations for regranting into their respective communities. As a full-time nanny on welfare and a single mother of four, Karen Sulpi borrowed money to LINC improved Sulpi’s building, the Village at Beechwood, by reinforcing the security sys- make ends meet. Debt ridden with no place to live, she and her children moved in with her tem, incorporating environmentally friendly elements and creating welcoming community brother in 1992. Nine years later when he sold his home to move to San Diego, Sulpi had to spaces. LINC also supports its residents through after-school programs for children, financial find a place she could afford, so she moved her family into an apartment complex in a crime- management workshops and health and well-being workshops. In 2006, LINC hired 47-year- infested Lancaster neighborhood. old Sulpi to manage an onsite after-school program. She combines classroom learning with Sulpi witnessed a few fights outside the property and soon “the police raided the build- hands-on projects like planting vegetables and fruits in the community garden. Her three ing because they suspected gang activity.’’ When LINC Housing Corporation bought and adult children, now living on their own, sometimes volunteer at LINC. Sulpi is also a proud renovated her building in 2002, her family’s life turned around. LINC Housing, a grantee of the California Community Foundation, is a nonprofit affordable housing developer based in Long Beach that owns properties throughout California. For more than two decades, LINC has worked with small cities in Los Angeles County, like Whittier, Compton and Lancaster, to increase access to “The California Community Foundation helps to build its grantees’ overall equity and net worth by providing the means to increase our capacity.” — Hunter Johnson, LINC Housing affordable housing for low-income working families, seniors and individuals with special needs. grandmother of four and is no longer on welfare. She values the strong sense of community LINC promotes at the Village and can’t imagine living anywhere else. “I just feel at home here,” Sulpi said. Now that she has managed to provide a good, stable life for her youngest child Josh, Sulpi hopes to work toward a degree in child psychology or early childhood education. LINC Housing President and CEO Hunter Johnson said its grant from CCF has helped make the organization stronger. “The California Community Foundation helps to build its grantees’ overall equity and net worth by providing the means to increase our capacity.” Learn more about how organizations that CCF supports are increasing access to affordable housing at www.linchousing.org and www.calfund.org. Mother Finds Community with LINC Housing 17 NEIGHBORHOOD REVITALIZATION Goal: Increased housing opportunities for low-income families. MANAGEMENT SUPPORT GRANTS EXECUTIVE SERVICE CORPS OF SOUTHERN CALIFORNIA — $100,000 CENTER FOR NONPROFIT MANAGEMENT OF SOUTHERN CALIFORNIA — $100,000 HUMAN INTERACTION RESEARCH INSTITUTE — $100,000 LONG BEACH NONPROFIT PARTNERSHIP — $100,000 LOS ANGELES JUNIOR CHAMBER OF COMMERCE CHARITY FOUNDATION — $100,000 SOUTHERN CALIFORNIA GRANTMAKERS — $125,000 SPECIAL SERVICE FOR GROUPS — $55,613 COALITION FOR RESPONSIBLE COMMUNITY DEVELOPMENT — $100,000 EAST LOS ANGELES COMMUNITY CORPORATION — $100,000 ENTERPRISE COMMUNITY PARTNERS, INC. — $200,000 One of the California Community Foundation’s four strategic goals is to strengthen HOLLYWOOD COMMUNITY HOUSING CORPORATION — $150,000 the nonprofit sector in Los Angeles County. In addition to providing grants directly to nonprofit agencies, the foundation also funds these nonprofit intermediaries that HOUSING CALIFORNIA — $100,000 provide technical assistance and other services to build the capacity and effectiveness of nonprofit organizations. LINC HOUSING CORPORATION — $100,000 LOS ANGELES ASSOCIATION OF COMMUNITY ORGANIZATIONS FOR REFORM NOW — $100,000 LOS ANGELES COALITION TO END HUNGER & HOMELESSNESS — $130,000 LTSC COMMUNITY DEVELOPMENT CORPORATION — $100,000 UNION RESCUE MISSION – $100,000 WEST HOLLYWOOD COMMUNITY HOUSING CORPORATION – $100,000 18 Robertsons Successfully Fight Foreclosure to Stay in Family Home Derrick Robertson recalls how he and his wife, Myra, nearly lost their home to foreclosure eight years ago. “It’s still painful,’’ he said, his eyes brimming with tears. “It was a devastating experience.’’ Thanks to legal services agency Public Counsel, a CCF grantee, the Robertsons celebrated their 34th wedding anniversary this year in the South Los Angeles home they’ve lived in for 23 years. The Robertsons, high school sweethearts at Manual Arts Senior High School in South L.A., have two children and three grandchildren. In 1984, they bought their three-bedroom house for $80,000, with a monthly mortgage of $800. Myra, a mail carrier for 18 years, fell and hurt her back on the job. She went on workers’ compensation. The Robertsons’ loan turned out to be an adjustable, high-interest loan with payments that soared to $1,745 a month. “We about had a stroke,’’ said Myra, 52. “We tried to pay the house note, but everything else fell behind.’’ In 2000, a series of events caused them to nearly lose their home. ers’ After receiving compensation work- payments for years, Myra was unprepared when her benefits ended. By The California Community Foundation that time, they had refinanced invested $1.4 million to hire more housing twice to make home repairs. As a security guard, Derrick’s counselors and attorneys at service agencies monthly salary of $1,000 wasn’t enough to cover their $1,079 and support research showing that at-risk mortgage payment and house- borrowers are getting the help they need. This hold expenses. An acquaintance named Larry, whom they knew Myra and Derrick Robertson with their grandchildren Jamar and Jamirah. for several years, offered to help. Larry, who said he was a real estate broker for 30 years, assured them he could refinance support will help at least 40,000 homeowners over the next two years, with about 16,000 the loan at a lower fixed interest rate. “He made a lot of promises,’’ said Derrick, 53. The Robertsons’ loan turned out to be an adjustable, high-interest loan with payments that soared to $1,745 a month. “We about had a stroke,’’ said Myra, 52. “We tried to pay the house note, but everything else fell behind.’’ With Public Counsel’s help, the Robertsons’ case went to mediation and their loan was of those counseled expected to avoid foreclosure. The funding to legal services agencies will enable them to help nearly rescinded and restructured in 2003. Said Derrick: “We hope our experience will help others who are going through the same thing get the help they need.’’ 3,000 homeowners in L.A. County. To learn more about Public Counsel go to www.publiccounsel.org. This is just one example of the grants CCF has made in response to the growing mortgage default and foreclosure crisis. To learn more, go to www.calfund.org. 19 Like many others, Xinia Solis believes that owning a house represents the American Dream. But the dream nearly slipped away when her husband was laid off in summer 2007. Solis, her husband, Tony Tirado, their two toddler children and her mother-in-law live in a two-bedroom, two-bath house in East Los Angeles that the couple bought for $489,999 in October 2006. When Tirado lost his contracting job for three months last year, they fell behind on their Nonprofits serving the $3,600 monthly payment for two house loans. “It was terrible,’’ said Solis, 32, a vocational nurse who works in hospice care. “I got behind on so many bills. It was so much stress because everything was on me.’’ When their South Bay/Harbor area were awarded $675,000 or 12% of CCF’s house went into foreclosure, Solis searched the Internet and found the East L.A. Commu- competitive grants. The area nity Corporation, a nonprofit housing agency. Angelica Rubio, ELACC’s director of homebuyer education, was able to work out a temporary repayment plan with Solis’ lender. “She advocated for us,’’ Solis said. “If it wasn’t for Angelica, we would have lost the house already.’’ includes underserved neighborhoods in Carson, El Segundo, Last year, ELACC launched a free Foreclosure Prevention Program. It includes workshops and counseling to help people who don’t know what steps to take to avoid losing their Gardena, Hawthorne, Inglewood, homes to foreclosure. “We’re addressing a crisis that is regional,’’ said ELACC president Maria Cabildo. “We really feel that a house is an incredible stabilizing force in families. That’s why we try to do everything possible to keep a family intact.’’ “If it wasn’t for Angelica, we would have lost the house already.” — Xinia Solis To learn more about ELACC, go to www.elacc.org. This is just one example of the grants CCF has made in response to the growing mortgage deXinia Solis with son Santino and daughter Azul. fault and foreclosure crisis. To learn more about our priority area of neighborhood revitalization — providing a stable living environment for low-income families by increasing the supply of and access to affordable housing in L.A. County, go to www.calfund.org. Family Keeps Home With Agency’s Help 20 Lomita, Long Beach, San Pedro, Torrance and Wilmington. SPECIAL GRANTS The California Community Foundation works with several entrance fees as well as classroom materials for projects special grant programs created to meet the interests of do- that deepen student understanding in the core disciplines. nors or partner foundations. Each of these grant programs The FEDCO Charitable Foundation is continuing its part- are managed by a supporting organization, an affiliate nership with three intermediary agencies with one-year of the California Community Foundation that has its own grants amounting to $120,000 each, to provide experien- guidelines, application and review process. Learn more tial field trips or teacher grants in Orange, San Bernardino by visiting www.calfund.org. The foundation will, at times, and San Diego counties. The following organizations were issue a Request for Proposal to test the effectiveness of selected based on their previous effectiveness and track a promising program model or to address an immediate record, proposed work plan and ability to administer community-wide issue. teacher grants in their respective counties: The San Diego DOLPHIN CHANGE FUND The Dolphin Change Fund awarded two $5,000 grants to Foundation; the Orange County Community Foundation; and Cal Poly Pomona’s College of Science (to benefit San Bernardino County). the CLARE Foundation and Common Ground to address the Santa Monica area. Since it was created in 1994, the LONG BEACH NAVY MEMORIAL HERITAGE ASSOCIATION Dolphin Change Fund has distributed a total of $135,000 Created in 1998, the Long Beach Navy Memorial Heritage to various nonprofit groups serving this population. Association preserves the heritage and historic sites and Applications are solicited by invitation only. resources of Long Beach, recognizes the contributions of chronically homeless individuals and homeless youth in the Long Beach Naval Station and Shipyard to the City of FEDCO CHARITABLE FOUNDATION Long Beach and honors the work of architect Paul Revere FEDCO (Federal Employees’ Distributing Company) was a Williams. Historical resources include buildings, public department store chain in Southern California from 1948 landscapes or contributing structures in historic neighbor- to 1999. When the stores closed in 1999, the company es- hoods. To apply, go to www.calfund.org in September 2009 tablished the FEDCO Charitable Foundation at the California when we will issue the Request for Proposals. Community Foundation to benefit children and families in A board of directors leads the association, representing communities where FEDCO stores were located. The FEDCO four expert Long Beach historic preservation organiza- Charitable Foundation provides small grants to full-time tions: the Cultural Heritage Commission, Historical Society public school teachers serving students in grades K-12 of Long Beach, Willmore City Heritage and Long Beach in five school districts: ABC/Cerritos, Culver City, Norwalk Heritage. La Mirada, Los Angeles Unified and Pasadena. Priorities The following grants were made: include hands-on, classroom or “real-world” field trips that encourage experiential learning, enhance student understanding and increase student achievement in language arts, mathematics, science or social studies. To apply, go to www.calfund.org in September 2009 when we will issue ST. JOHN MISSIONARY BAPTIST CHURCH — $50,000 CSULB ADVANCED MEDIA PRODUCTION — $50,000 the Request for Proposals. The FEDCO Charitable Foundation approved 150 grants totaling $242,616 in Los Angeles County. Funds primar- HISTORY SOCIETY OF LONG BEACH — $40,000 ily supported field trip costs such as transportation and 21 Kids Learn to Design a Safer Community Every day, students who walk to school in the city of El Monte learn to navigate through neighborhoods that they describe as “dangerous or scary.’’ What they observe on their way “Few groups are willing to experiment and put their resources behind the freedom to explore and to run with it. CCF has an innate ability to trust a threshold that is not yet verified.’’ — Claire Robinson, Amigos de los Rios to school: gang activity, vandalism, fast moving traffic, crossing train tracks, stray dogs and cats, inappropriate adult behavior and homeless people. The students did something about it, with the help of a unique city design project run by Amigos de los Rios, an organization that helps cities and communities become healthy, safe and inspiring. A two-year, $100,000 grant from the FEDCO Charitable Foundation administered by the California Community Foundation helped students in the El Monte City and Mountain View school districts take ownership of their school routes to make them safer and fully participate in the democratic process. From left to right: Students paint imagined improvements to school routes; student design of a pocket park; creating a sidewalk master plan; a drawing of a neighborhood; Gidley School student; Amigos de Los Rios Director Claire Robinson; students celebrating successful city council presentation. A total of 1,250 students from four elementary and middle schools took part in the project from fall 2007 to summer 2008. They asked other students what “the walk to school” was like. They recorded observations about their communities. They drew maps and plans of their neighborhood and designed improvements to the sidewalks and small parks. They learned about city planning and government practices after they presented their recommendations to the city council. “Some of them discovered abilities they didn’t know they had, like art and writing,’’ said Claire Robinson, director of Amigos de los Rios. The city government in El Monte is updating the city’s general plan and has allocated $600,000 this year for community development. The city design project by students will help the city decide what areas to fix. “City staff appreciated hearing this critical information about routes to school directly from the students,’’ said Dante Hall, assistant city manager. “We will use their input to help prioritize our sidewalk improvement efforts.” A group of mothers pitched in by taking pictures of all the sidewalk cracks on one 22 street. “It takes a lot of courage to say they care and they want to do something about it,’’ Robinson said. The project will continue this school year. By the end of 2009, Robinson hopes to present to the city a master plan for the two school districts on how to improve school routes. The plan could include adding more trees, plants, native insects and birds and more community spaces like mini parks. An average of about 35 percent of students who walk to the four schools — Kranz, Madrid, Gidley and Shirpser — will be affected by the improvements. Robinson also plans on mapping the curriculum into the state educational standards so that it can be taught in any classroom. One student’s powerful question, Robinson said, proved to be the biggest lesson learned by the project. He asked, “Each time the city council makes a decision, do they think about third graders?’’ Said Robinson: “If the city council had a way to gauge the impact of its decisions on the lives of elementary students, we’d have a much different world. It’s very important to connect those voices.’’ Without the support of FEDCO and CCF, this project would not have happened, she said. Two years ago, the foundation awarded a $25,000 grant to Amigos de los Rios to set up a field office in El Monte. The FEDCO Charitable Foundation, a CCF supporting organization that provides grants to public schools in Southern California for experiential learning opportunities, followed with the current grant for the city design project. “Few groups are willing to experiment and put their resources behind the freedom to explore and to run with “Each time the city council makes a decision, do they think about third graders?” it,’’ Robinson said. “CCF has an innate ability to trust a threshold that is not yet verified.’’ This example demonstrates how organizations that CCF supports are helping to pro- – El Monte third-grader vide “hands-on” experiential learning opportunities for youth and make communities safer and stronger. For more information, go to www.amigosdelosrios.org. To learn more about the FEDCO Charitable Foundation, go to www.calfund.org. 23 RANCHO LOS CERRITOS — $25,000 INNER CITY ARTS — $25,000 V-SQUARE, ART THEATER RENOVATION — $25,000 INSIDE OUT COMMUNITY ARTS, INC. — $25,000 LOUISE IVERS — $17,000 JUST LOVIN MUSIC STUDIOS, INC. — $25,000 THELMA PEARL HOWARD FOUNDATION LACER (LITERACY, ARTS, CULTURE, EDUCATION, RESEARCH) AFTER SCHOOL PROGRAM — $25,000 Founded in 1994 as a supporting organization of the California Community Foundation, the Thelma Pearl Howard Foundation was created by Thelma Pearl Howard, Walt Disney’s housekeeper for 30 years, to benefit disadvantaged LOS ANGELES OPERA — $35,000 and homeless children in Los Angeles County. The Thelma Pearl Howard Foundation is administered by CCF and has an independent board of directors. This year, grants totaling $429,000 were made to 18 organizations that offer quality arts-based educational enrichment activities. Visit www.calfund.org in February 2009 to obtain the grant application. A PLACE CALLED HOME — $25,000 ARMORY CENTER FOR THE ARTS — $25,000 DEAF WEST THEATRE COMPANY — $25,000 DRAMATIC RESULTS — $25,000 GABRIELLA AXELRAD EDUCATION FOUNDATION — $25,000 HARBOR INTERFAITH SERVICES — $14,625 HEART OF LOS ANGELES YOUTH, INC. — $25,000 24 PARA LOS NIÑOS — $25,000 PUENTE LEARNING CENTER — $25,000 SANTA CECILIA OPERA AND ORCHESTRA — $25,000 STONE SOUP CHILD CARE PROGRAMS — $25,000 The California Community Foundation has a long history • Field of interest funds allow you to support of helping individuals, families, corporations and non- organizations that address the issues you care about profit organizations achieve their charitable goals. We are most. Choose a cause (or causes) close to your heart, a presented with many financial gifts and opportunities and geographic area or population, such as disadvantaged there are many potential solutions that meet the needs of youth in South Los Angeles or underserved women in San the donor and the community. Gabriel Valley, and let the foundation’s professional staff Our donors established more than 100 new funds this year, totaling 1,500 active funds that support a variety of is- FUNDS sues to help create a healthier and more vibrant community. HOW TO GIVE We make philanthropy a deeply personal experience by providing the flexibility and efficiency for donors to achieve their individual charitable goals. Our expertise and personalized service make giving easy and tailored DID YOU KNOW... A donor advised fund at CCF is an attractive alternative to a private foundation. If you’re thinking of closing your private foundation because of all the to donors’ needs. We accept a wide variety of assets to create a fund at the foundation: cash, securities traded on • Deduction taken up to 30% of adjusted gross income for gifts of publicly traded stock. • Exempt from annual minimum distribution requirements. background or education level. You can select scholars based on neighborhoods or schools where they’re from, the schools they will attend, their level of financial need and academic course of study, such as nursing or teaching. We ask that the opening balance be at least $50,000. customized financial and charitable solution to meet interests, to name a few. your needs. No matter the type of fund, CCF continues to We offer many different types of funds. Here are five • CCF Priorities fund allows you to support CCF’s income for cash gifts. • Scholarship funds can benefit students of any age, retirement plan assets, real estate, privately held business opening a donor advised fund at CCF: • Deduction taken up to 50% of adjusted gross or more specific organizations. These are the basic types of funds. We can create a basic types: estate or closely held stock. • Restricted funds are ideal if you want to support one major exchanges, closely-held stock, mutual fund shares, administrative hassles, here are some benefits of • Fair market value tax deduction on gifts of real take care of the details to make grants from your fund. identified highest priority areas, including the arts, human development, education, health care and neighborhood revitalization. This fund addresses both the current and future needs of the most vulnerable populations in Los Angeles County and is one of the most impactful ways to give. • Donor advised funds allow you to participate directly in grantmaking by making recommendations for grants to specific organizations and causes you care about. You respond to the increasing needs of the community through the generosity of our donors. For more information on setting up a fund and how CCF provides an attractive alternative to a private foundation or a commercial gift fund with maximum tax benefits, go to www.calfund.org. We are happy to work with you, your attorney or financial advisor to fulfill your charitable dreams. For assistance creating a new fund please contact Carol Bradford at (213)452-6266. For assistance with an existing fund please contact Amy Fackelmann at (213)452-6241. We are proud to represent a community of donors who are passionate about building the future of L.A. can work closely with foundation staff to select grant re- • Easy and quick to establish and terminate. cipients, evaluate potential funding strategies and involve • No set-up fee. family members or colleagues in the giving process. These For more information, please call (213) 413-4130 to private or family foundations, and can be started with or go to www.calfund.org. $25,000. funds are the most efficient, cost-effective alternative 25 A The 10th Street Preschool Scholarship Fund The 21st Century Fund 54-D Fund The Robert and Eunice Ankrum Fund The Wallis Annenberg Gardens Planning Fund Annenberg/Grantmanship Center Training Project ABC7 & Firefighters Spark of Love Toy Drive Fund Anonymous Funds The AbCd Child Care Initiative APABA Scholarship Fund Ackerman Family Fund Appleton Trust James H. Ackerman Fund The Abbas Ardehali Fund Adams-Dongray-Baxter Scholarship Fund Argyropoulos Family Fund ADNET The Ark Fund Adopt-A-Fire Station Foundation The Arkham Fund Adopt-A-School Fund The Arnesen Family Foundation Adult Asperger’s Fund The Sudesh and Chitra Arora Family Foundation The African American Scholarship Fund Kenneth R. Ahlburg Memorial Fund AIASFV Fund The Robert Alan Charitable Giving Fund Albertson Foundation Fund #1 Albertson Foundation Fund #2 Kenneth C. Aldrich and Yvonne Craig-Aldrich Fund Algerian Earthquake Relief Fund Albert J. & Mary R. Allegretti Foundation The Commander Allen Fund The Joseph P. Allen Memorial Fund The Allstate Foundation California Wildfire Relief Fund The Alman Fund The Carlos Almaraz Memorial Foundation Alternative Medical AIDS Foundation The Altman Family Foundation Dean V. Ambrose Foundation America Block-by-Block Financial Education Fund Anyone Can Whistle Foundation Singer/actress Annette Funicello’s fund was the most searched fund on CCF’s Web site from April to June 2008. Funicello, Walt Disney’s most popular Mouseketeer who has battled multiple sclerosis since 1987, created the Annette Funicello Fund for Neurological Disorders in 1993. Artistic Scholarship Fund for Inner City Youth The Arts and Culture Fund Luis Balmaseda Fund for Gay & Lesbian Libraries and Archives Chris Omoto Beezley Memorial Fund Tyra Banks/TZONE Foundation Margaret Beirne Fund The Berton M. Banta Charitable Fund Claire Bell Fund The Bradford C. Banta Charitable Fund Arturo & Chona Barberan Foundation John G. Bell Scholarship Fund – Los Feliz Lions Club Maurthea F. Atlass & Mortimer Howard Atlass Memorial Fund Eleanor & Max Baril Charitable Fund Bell-Richoz Fund Walter Jarvis Barlow Fund The Belzer Family Foundation The Daniel and Diana Attias Fund The Lila Ashley Barnett-Debney Family Memorial Scholarship Belzer Family Scholarship Fund Elaine Mitchell Attias Fund Jane Attias Fund Carolyn G. Barnwell Fund The John Audino Memorial Scholarship Fund Barron Family Charitable Fund Sylvia Bennett Fund for Children’s Health and Disabilities Ethel M. Aulbert Fund Eleanor Barry Scholarship Fund The Bernatz Foundation Aurora-Viburnum Foundation Michael and Honeya Barth Fund Beverly Hills Education Foundation Fred J. Aves Vocational Education Fund Baurhyte Maternity Cottage Fund Beverly Hills Education Foundation – David Heiferman Scholarship Evan Ashcraft Memorial Fund The Mildred P. Ashcraft Fund Asian Pacific American Legal Center Fund The Andrew S. Atkin Charitable Fund Atlantic Philanthropies-Community Experience Partnership B The Meredith Baxter Fund for Breast Cancer Research Joan Laurel Bennett Scholarship Fund The Beyond Shelter Fund Benjamin & Ida Bayles #1 Fund The BHB Fund Audrey Backus Charitable Trust Benjamin & Ida Bayles #2 Fund The Big Read Bain Family Scholarship Fund The Baytop Family Fund Muriel O. Biladeau Fund The Baker & Hostetler Merit Scholarship Fund The Mark Bingham Leadership Fund The Jay and Adriana Balaban Family Fund Beach Cities Alliance for Community Wellness Fund Diane Anderson Fund John A. Baldessari Foundation Beating the Odds Endowment Fund Leah M. Bishop and Gary M. Yale Fund George H. Anderson Fund Russell Ball Fund Beating the Odds Fund Sienna Bishop Memorial Fund for Genetic Research America Foundation American Foundation for Jungian-Depth Psychology Anderson Student & Community Emergency Needs Trust (ASCENT) The W. H. Beckwith Fund 26 The Stanley Behrens Foundation Diane and Kendall Bishop Family Foundation Continuing a jazz legend’s charitable legacy At the height of her popularity, jazz singer extraordinaire Ella Fitzgerald never forgot the tion. CCF provided a different asset investment manage- hardships she endured when she was orphaned at age 15. She frequently made gener- ment strategy and also had the ability to help the private ous donations to help those less fortunate, especially disadvantaged youth. foundation investigate various nonprofit organizations In 1993, Fitzgerald created a private foundation that supports, among other activities, and recommend well-run organizations in specific areas music, after-school and early literacy programs and diabetes care and research. “Ella was of interest. Income for the Fitzgerald foundation and CCF shy, but she had a big, big heart,” said Fran Morris Rosman, executive director of the foun- fund comes from royalties, name and likeness uses and dation, which gave away $1 million in 2007. “If she saw a need, she wanted to help.” investments. After Fitzgerald’s death in 1996, it made sense to her longtime attorney, Richard Said Richard Rosman, president of the foundation: Rosman, to continue Fitzgerald’s charitable legacy by creating a donor advised fund “We find CCF and its knowledgeable staff to be excel- called the Ella Fitzgerald Charitable Fund at CCF in 1998, in addition to the private founda- lent partners in helping us continue her legacy of generously supporting the disadvantaged and those in need of The Ella Fitzgerald Charitable Fund at CCF supports organizations like the Apollo Theater, where the legendary jazz singer was “discovered” decades ago. Mads & Susan Bjerre Charitable Fund The Booth Family Foundation The Rita & Richard Blacker Charitable Support Fund The Marjorie & Benjamin Borchardt Fund The Debra T. Blair Memorial Scholarship Fund The Joseph Bosco Fund Harry A. and Ida D. Blake Educational Fund The Barbara Bosson Charitable Fund Robert J. Blaylock Memorial Fund Albert H. Bouchard Fund assistance.” The fund, just under $3 million, gave out $157,000 in grants last year to such organizations as the Apollo Theater, where Fitzgerald was “discovered,” and JazzAmerica, an L.A.-based youth jazz program. Borth Family Foundation Brian Brainard Memorial Youth Fund Bobby Brooks Fund Brazelton Early Intervention Education Fund Diane Brooks Medical Research Foundation Brehm Family Charitable Fund Agnes A. Brown Fund BreitBurn Foundation Leland M. and Clemmence Brown Fund J. Robert & Lillian Brem Fund T. M. and R. W. Brown Fund Brentwood Park Beautification Fund Coby Brubaker Children’s Fund The Tom Breslin Foundation David Brubaker Scholarship Fund Paul Boland Memorial Fund Boys & Girls Club of San Gabriel Valley Voorhis Fund Bright Family Foundation Bruggeman-Kearsley Foundation Bollenbach Family Scholarship Fund Glenn Bozarth Charitable Fund Katherine S. Brockway Fund The Robert and Erika Brunson Charitable Fund Linwood Boomer Family Fund BP/Arco Fund Brodie Charitable Fund L. Isabel Bryson Charitable Trust The Bragg Health Crusades Fund Brody Fund Buckley Family Fund Betty and Daniel Bloomfield Fund Boulware Family Foundation The Blue Ridge Fund Reveta & Bob Bowers Fund BNI-Misner Charitable Foundation Robert G. Boyd Fund Board of Governors Fund Boys & Girls Club of San Gabriel Valley Endowment Fund The Bock Family Fund David Bohnett Fund New Fund Legacy Society Member (in bold) 27 The Budhraja Family Fund Norman & Gale Williams Buellton Education Scholarship Fund Gladys Irene & Carl W. Bull Fund The Jim Bunch Memorial Fund Suzanne Platt Bunzel Fund The Burchill Charitable Fund Grace E. Bush Fund The Donald and Laura Butler Charitable Fund The Butterfly Foundation Dick & Molly Byers Fund Gladys M. Byram Memorial Scholarships: – Braille Institute Fund Helping Those Who Help Others Dr. Yanina Queen could have landed any lucrative job in the private sector, but instead works as a pediatrician at a nonprofit community clinic in Inglewood. “With every kid I treat,” said Dr. Queen, “I feel like I’m doing something important because they are really in need of medical care.” Dr. Queen, who came to the U.S. alone at the age of 19 from Russia, is a proud alumna of the Robert C. Fraser Fund, the largest restricted scholarship fund administered by the California Community Foundation. – Jefferson High School Fund For the 2007-08 academic year, – North Hollywood High School Fund the fund disbursed nearly $1 million – UCLA College of Business Administration Fund for graduate students pursuing a – USC College of Education Fund medical or divinity career at UCLA and USC. The fund also provides grants C to doctors who work in underserved Evelyn Cady Fund communities to help them repay their Ace Cain Habitat for Humanity Endowment, San Gabriel educational loans. The fund was created in 2004 The Calgary Foundation Fund from the estate of Dr. Fraser, a promi- California Association of REALTORS® Disaster Relief Fund nent Los Angeles ophthalmologist The California Endowment Fund who during his lifetime routinely bar- California Homeownership Preservation Initiative tered with patients who could not afford his services. Since its creation, CCF has given out more than $2.6 million in scholar- California Hospital School of Nursing Alumni Association Fund ships to about 55 students. California Peace Officers Memorial Foundation Scholarship debt. “Thanks to the Fraser Fund, I come to work happy and do not have to worry. A heavy California Veterans Charity Fund cloud has lifted,” said Dr. Queen, 37. “I love working in a community clinic, but at the salary The Reeves and Susan Callaway Charitable Fund I make I might never have paid off that loan otherwise.” The Steven R. Camferdam and Mary Ellen Kane Fund Joyce J. Cammilleri Family Fund Campbell Family Charitable Foundation Cancer Research Fund The Fraser Fund has enabled Dr. Queen to pay off about $50,000 of her $70,000 loan “Thanks to the Fraser Fund, I come to work happy and do not have to worry. A heavy cloud has lifted. I love working in a community clinic, but at the salary I make I might never have paid off that loan otherwise.” — Fund beneficiary Dr. Yanina Queen 28 The Nicholas Scott Cannon Foundation Mary M. Chrisman Fund Florence R. Devine Fund #2 Warren Christopher Scholarship Fund Robert E. and Dorothy A. Courtney Family Foundation Olive Harrower Canright Church Support Fund The Colette Chuda Environmental Fund Eileen Shumer Craig Scholarship Fund Barbara Dewey Fund A The Cardoso Family Charitable Fund Gina Cirone Fund Todd Maxfield Crane Endowment Fund Leonardo DiCaprio Fund at CCF The Anne and Ben Carre Fund Robert B. Craufurd Fund The Jean C. Carrus Fund City of Los Angeles Service Efficacy Analysis Fund Craven Foundation Dickson Family Endowment for Athletic Excellence The Carter Foundation Civic Alliance Fund The Crawford Family Fund The Anne Diedrich Fund Irval W. and Florence D. Carter Scholarship Foundation Ada Belle Clark Fund Chloe Crawford Fund Difference Makers Foundation The Jane Clark Charitable Fund Criminal Justice Institute Fund The Mabel J. Dilley Memorial Fund John A. Carter Jr. Fund Thomas and Phyllis Clark Family Fund Frank and Eva Crosetti Charitable Fund Disaster Relief Fund The Albert Cartwright Scholarship Fund Larry P. Clemmensen Family Fund Esther Sparks Cross Fund Cascade Fund Caleb T. Crowell Fund District Attorney Victim & Crime Prevention Initiatives Fund Casey Family Foundation The Codding Family Foundation in Memory of Barbara & Olivia Cultural Affairs Department Services Fund Charles and Carol Divine Foundation Patrick Cassidy Fund Bati and Jerry Cohen Fund Cultural Facility Trust Fund Dohring Family Foundation Cates Family Foundation The Charles and Rae Cohen Charitable Fund Culver City Education Foundation Fund Dolle Family Fund Cavin Family Traveling Fellowship Fund The JKK Cohen Family Fund CAVU/LUTZ Fund Patricia & Ira Cohen Foundation CCF Endowment Fund CCF Real Estate Holdings The College Scholarship Fund for LAUSD Students D6 Outreach Fund Dorwart Foundation CD For the Troops Fund The Jeanne and Harold Collier Family Fund Hazel E. Daly Fund The Michael J. Downer Foundation The Cederbaum Family Fund John P. Commons Fund Hazel E. Daly Fund #1 The Jim & Marguerite Downing Fund Cedu School Fund Community Dance Association Fund Frances E. Dance Fund The Karl Doyle and Lynn Shepherd-Doyle Fund Centinela Medical Care Fund Community Foundation for Oak Park Dancing Cat Benefi t Fund Centinela Medical Community Fund Community Foundation Land Trust The Ann Daniel Foundation The Paul K. and Annette M. Doyle Charitable Fund Central American Hurricane Relief Fund Community Partners Fund The Daum Family Fund William K. & Cheryl S. Doyle Family Fund Community School/Safe Havens Fund B. Dade Davis & Helen Mohan Davis Memorial Fund The James and Wendy Drasdo Fund Ruth and Prince Davis Fund for Medical Research and Care The Dritley Family Fund The Duende Fund The Century Freeway Corridor Area Child Care Fund Conexant Systems Charitable Fund Barbara Dewey Fund Dolphin Change Program Fund D Juan J. Dominguez Scholarship Fund The Kathleen & Terry Dooley Fund Jean Roth Driskel Scholarship Fund Victor Chaltiel Fund Nettie M. Conger Fund The Jack K. Chan Fund Harry & Jessica Conniff #1 Fund Dottie & Marvin Chanin Charitable Fund Harry & Jessica Conniff #2 Fund Ruth and Prince Davis Fund for the Care of Animals The Tywana Chapman Fund Harry & Jessica Conniff #3 Fund Winifred Sears Davis Fund The Jeff and Paige Dunham Fund The Charlie Foundation To Help Cure Pediatric Epilepsy Roberta A. Conroy Charitable Fund Alma Dawn Foundation George A.V. Dunning Fund Constitutional Rights Foundation Endowment Fund B Minju Chung de La Tour Educational Fund The Kirsten Dunst Foundation The Chesney Scholarship Fund The Sonia Maria de León de Vega Charitable Fund The Durfee Community Fund The Continental Fund Corday Kozberg Family Fund CHHA/CCCHA/Tract 7260/WHA Community Benefi t Fund The Alexis de Tocqueville Fund The Duttenhaver Fund Coro Southern California Endowment Fund Margaretta de Wet Fund The Dwyer Fund Betty Corradini Endowment Fund W. Jacqueline de Wit Fund The Richard F. & Eleanor W. Dwyer Fund The Bruce and Toni Corwin Foundation Dear Jack Foundation George and Lynne Davidson Dyer Scholarship The Marion L. Cosgrove Foundation Deemer Family Foundation William & Adelaide Costello Foundation Rosemarie Dench Fund Council District 5 Regional Transportation, Planning Florence R. Devine Fund #1 The Louise Cherry Little/George W. Cherry Scholarship Fund Child & Family Center Endowment Fund Child and Family Guidance Center Endowment Fund Children’s Health Initiative (CHI) The Stanley and Poksil Choy Scholarship Fund New Fund Legacy Society Member (in bold) Dubnoff School Scholarship Trust Theresa & Mike Dutra Fund 29 Many CCF donors give cash or stock. However, some donors have other assets they use to create their charitable fund. One donor, a well known pianist and The FEDCO Charitable Foundation The Robert C. Fraser Fund Fellowship Lutheran Scholarship Fund The Joshua S. & Beth C. Friedman Family Fund The Jack Felthouse Scholarship Fund The Richard and Gloria Friedman Foundation David Ferguson Memorial Scholarship Fund Friends of Fire Station 29 Fund Gladys Isabel Ferres Fund Friends of Heritage Preservation Fund Richard M. & Maude M. Ferry Foundation Friends of the Jr. Philharmonic Orchestra Fund The Fieberg Family Fund Friends of the Tanzania Professional Tour Guide School The Fieldmouse Foundation The Fields Family Fund vocalist, gave CCF the royalties to an album he recorded to honor the victims of the September 11th terrorist attacks, and payments from these royalties are The Film Arts Fund The Finneran Family Fund Sara Finney-Johnson Scholarship Fund Fire Station 39 Fund The David and Marianna Fisher Fund Ella Fitzgerald Charitable Fund Donald P. Flagg Fund funding his charitable grantmaking. Mary & Jay Flaherty Family Foundation The Flaming Pie Fund The David Fleming Fund Motley H. Flint Fund E Martin W. & Dorothy Anne Early Family Fund The Earth Retreat Fund ECHO (Employees Charity Organization) Endowment Fund Mark M. Edler Memorial Scholarship Fund The Education Fund Robert B. Egelston Fund The Jane Eisner Fund Linnea A. Ekberg Fund El Monte High School Scholarship Fund Melville Ralph Emery Fund Emrani Family Foundation Endowment Partners Program Michael A. Enomoto, FAIA Fund Enright Family Fund The Leo D. & S. Ruth Epstein Fund 30 Altha M. Fry Fund Altha M. Fry Fund #2 Sadie M. Fuller Fund Fund For New Americans Fund for Women’s Wellness The Fundacion Araucaria Fund Annette Funicello Fund for Neurological Disorders The Cornelia Funke Fund G Motley H. Flint Fund #2 The Emogene Gable Fund The Flowers & Cobb Families Fund Walter W. Gadomski Fund The Erickson Family Fund The Focus on Poverty Fund The Raymond and Jeannette Gahagan Fund The Paul & Georgianna Erskine Charitable Fund The Ford Theatre Foundation James J. Gambs Fund The Billy Foreman Fund Gammy’s House Fund Daniel A. Espinoza and William P. Ingoldsby Scholarship Fund The Billy Foreman Fund for the UCLA Medical Auxiliary Marc Gamsin & Susan Brauneiss Charitable Fund Lori Evensen Family Fund Nichole Renee Fortman Fund Rabbi Robert Gan Family Endowment R. Christian B. Evensen Family Fund Fostering Understanding Fund Richard and Frances Gardner Fund Foundation for the Future of Los Angeles William M. Garland, II Fund Charles J. Fox Fund Mattie C. Garretson Fund The Frieda C. Fox Family Fund Samuel W. Garretson Fund The Jamie Foxx Foundation Samuel W. Garretson Fund #2 Samuel L. Francis Medical Research Fund Gastler Malloy Charitable Fund Frank Frank Fund The Gavin Family Fund Frankel Foundation John and Constance Gavin Foundation Beulah Frankel Legacy Fund Gay Men’s Chorus of Los Angeles Endowment Fund The Edlin Family Fund EDSOCAT Fund The Frons Family Fund F Faber Family Fund Fain Family Fund The Fairness Fund Faith in Education Fund Families in Schools Fund Helen Farah Fund Helen Farah Fund #2 Charles & Josephine Farnham Fund Brian and Denise Farrell Charitable Fund Ted Fauvre Memorial Scholarship Fund Lowell M. Frantz Fund Lowell M. Frantz Restricted Fund Donald A. and Louise E. Fraser Award Foundation Donald A. and Louise E. Fraser Charitable Foundation Alexandra Simone George Memorial Fund Magda Gerber Fund The Obren B. & Marilyn M. Gerich Foundation Fund #1 “CCF worked with us and found creative solutions to help us achieve our goals.” — Donor John Iino Honoring parents in different ways Sho and Grace Iino placed as great a value on social service as they did on education and hard work. The couple, second-generation Japanese Americans, left legacies that reverberate to this day through two funds bearing their names that support very different areas and work independently of each other. The funds, established 12 years apart, are an example of a family choosing different charitable solutions through two gifts from an estate. In 1995, the Iino family created a fund in memory of their mother, who died from ovarian cancer at age 63. Gladys German Memorial Scholarship Fund – Lincoln High School Burton E. Green Memorial Fund I Debra Gerod Fund Burton Green Permanent Endowment Fund Tokyo Service Center, a CCF grantee. Her fund helped to provide about 60 community Dennis and Susi Gertmenian Fund Varian S. & Gwendolyn L. Green Fund educational seminars and more than 350 support group sessions for Alzheimer’s caregiv- J. Paul Getty Trust Fund for the Visual Arts The Audrey & Arthur N. Greenberg Fund ers and cancer survivors. Charles E. & Ruth V. Gilb Foundation The Gabrielle and Rob Greenberg Fund John M. Gilbert Fund Peter and Carol Greenfield Fund father, who in 1947 was the first Japanese American in the U.S. to become a licensed Certi- John M. Gilbert Fund #2 Wendy Greuel Children’s Foundation fied Public Accountant. Kevin Gilbert Memorial Fund Rosalyn & Julis Griffin Endowment Fund William W. Gill Fund Herbert Griffi ths Memorial Fund The Giordano Charitable Fund said son John Iino. “They grew up during the war and learned the concept of rallying to- William H. Grizel Fund The Alex Giritlian Scholarship Fund gether as a community. It wasn’t just a matter of having a good heart and good morals, but The David-Alexandre C. Gros Fund Harriet Glickman Fund for Children The Thomas Frederick Grose Fund Global Bridge Foundation Fund The Gross Family Fund Karl Freeman Glou Charitable Fund Alice C. Grubb Memorial Fund The Goehner Charitable Fund The Guber Foundation Goldberg Charitable Fund The Paul Guido Fund returns for the elderly. He died in Wendy and Leonard Goldberg Foundation The Ajay and Silvia Gupta Charitable Fund 2006 at age 91. His fund awarded The Gerald Goldfarb Foundation William E. Guthner, Jr. Memorial Fund its first scholarships this fall to Burton E. Green Memorial Fund II Gary and Linda Goldfein Fund Jonathan and Wendy Goldhill Fund Abner and Roslyn Goldstine Fund A former teacher, Grace Iino was a founding member and first president of Little In 2007, the family created the Sho Iino Accounting Scholarship Fund in memory of their “Mom and Dad were very selfless and dedicated to giving back to the community,” a matter of survival.” Every year after his retirement Sho Iino volunteered his time to the community by doing income tax Japanese Americans who are ac- H counting majors at UCLA and USC. Like this one, CCF can create and The Dina and Eitan Gonen Fund The Harold and Beverly Haas Fund The Goodman Family Fund The Hagerty Family Fund Gordy Family Foundation The Stephen Halper Family Fund The Gother Family Charitable Fund Hamilton High School Music Academy Fund Kanta Goyal Memorial Fund Bessie Hamilton Memorial Fund their parents, the Iino family turned Warren & Randi Grant Family Foundation Christy Lynne Hamilton Memorial Fund to CCF. “CCF has a great reputation Herman & Margaret H. Gray Family Fund Frederick C. Hamilton Memorial Fund and a long history in Southern California,” said John Iino, a partner at Reed Smith who oversees Joan M. Gray & Frances Zaccaglini Missionary Fund The Han Family Charitable Giving Fund both funds with his brothers Tom and Steven. “Integrity and performance are critical to select- The M. W. Hancock Fund ing a partner. CCF worked with us and found creative solutions to help us achieve our goals.” The Greater Los Angeles Zoo Association Fund Hanna Boys Center Endowment Fund New Fund Legacy Society Member (in bold) manage scholarship funds that public universities can no longer house. When it came time to honor Sho and Grace Iino 31 J. Terence Hanna and B.J. Kirwan Foundation Shannon Haupt Foundation Hernández-Stern Family Fund The Dean Hansell Fund Haven House Endowment Fund Arthur & Louise Hanser Charitable Trust Fund Dr. Beverly J. Hawkins and Family Charitable Fund N.H.H.S. Alumni Jim & Lillian Hertan Cummings Scholarship Fund Hollywood-Los Angeles Council of the Navy League Lenore Williams’ Endowment Fund Gina K. Holzman Charitable Fund John Laing Homes Excellence Through Education Scholarship Fund Blanche, Augustus and Wes Harrison Foundation Mandy Hayes Foundation Higashi Honganji Buddhist Temple Sakioka Family Endowment Fund The HCY Fund The Aqua Hill Charitable Gift Fund Benjamin Hong Foundation The Mike and Marsha Harrison Fund The Health Care Fund Leonard Hill Foundation The Hong’s Family Charitable Fund C. W. Hartley Fund Heartstrings America Fund Dr. Joseph Hilton Memorial Fund Hartwell Memorial Fund Mel Hebert Family Foundation Historic Schools Investment Fund Jennifer Taylor Honick Foundation for Humanity J. Dale Harvey Family Fund John Hedberg Charitable Trust The Ho Family Foundation Lorena C. Hopkins Fund Margaret McNutt Harvey Fund The Hendershot Family Fund The Hodes-Rohde Fund The McMillan Hopkins Fund The Henry Hathaway Trust Henry Family Fund The Glen and Gloria Holden Family Foundation James C. Horgan Charitable Trust The Carol & Eric Hattler Family Fund Buck Henry Charitable Fund Walter J. Holiday Fund Lewis C. Horne III Memorial Fund Charles Haueisen Scholarship Fund Gertrude Hense Fund Gertrude M. and Philip C. Holland Fund James & Bernice Horst Fund Edith Harlan Fund Crystal Becker’s voice trembles as she describes the care her husband Shane took in preparing for his first father-daughter dance. “We went all over Anchorage looking for the perfect dress,” Crystal said. “The prices were outrageous, but that didn’t matter to him. He put on his dress green uniform, went outside and knocked on the door to pick up Cierra. “TAPS has given us a feeling that we belong. We express ourselves, get our feelings out and then we’re ready to go at it some more. For us it’s the new normal.” — Crystal Becker, survivor He even carried her across a mud puddle.” Army Staff Sgt. Shane Becker was killed April 3, 2007 by small arms fire in Iraq. He was 35. Besides Crystal, he is survived by daughters Cierra, 8, and Cheyenna, 16 months. a three-year, $6 million grant from IADIF to expand its capacity. To help them deal with grief, Crystal turned to TAPS (Tragedy Assistance Program Crystal, who now lives in Beeville, Texas, took Cierra to three TAPS events. Cierra for Survivors), a national organization in Washington D.C. that provides ongoing emo- benefited from meeting children her own age who had difficulty talking about their feelings tional support to surviving family members who have lost a loved one serving in the U.S. of loss. Before TAPS, said Crystal, Cierra displayed her frustration in extremes — from Armed Forces. acting as a “perfect older sister handing out Kleenexes to everybody” to “screaming and Through the generosity of donors, the California Community Foundation supports kicking and yelling, ‘These stupid, bad guys! These stupid, bad guys!’” TAPS through a $550,000 grant from the Iraq Afghanistan Deployment Impact Fund Now both have found a network of support. “TAPS has given us a feeling that we (IADIF) administered at CCF. The grant belong,” Crystal said. “We express ourselves, get our feelings out and then we’re ready to has allowed TAPS to serve 2,870 new go at it some more. For us it’s the new normal.” Shane Becker with daughter Cierra 32 “CCF gets it,” said TAPS founder Bonnie Carroll, whose organization recently received families, hold 14 regional seminars for This is an example of how our donors are making an impact through their grant- 3,000 people and respond to more making. To learn more, go to www.taps.org and http://www.calfund.org/receive/ than 24,000 requests on its hot line. iadif.php. TAPS Helps Survivors Journey Through Grief and Healing Horton Medical Scholarship and Lectureship Fund Jamison Properties, Inc., Fund Roy L. & Elizabeth M. Kent Fund The Jani Family Foundation The Kessler Family Foundation Belle & William Hoss Fund Jen Family Charitable Fund Sydney Kessler Fund The Randy Hostetler Living Room Music Fund Jensen Family Fund The Khan Spire Charitable Fund Hot Milk Foundation Christian Jensen Charitable Trust Kid Fund Hot Topic Foundation Jeopardy/Balancing the Odds Program of the LAPD The Marcus and Jaime King Family Foundation Jerrold V. and Elaine B. Jerome Fund Thelma Pearl Howard Foundation The Kinney-Maidman Donor Advised Fund The JGV & MHV Fund Judge Lowell Howe Scholarship Fund Bertha Urban Kinsey Memorial Fund La Plaza de Cultura Y Artes Foundation Endowment Fund Johnson Martin Charitable Fund Hoyt Scholarship Fund Betty Jean Kivel Foundation Edna La Rue Fund Kathryn Mullikin Johnson Fund The J Andrew Huang Family Fund Daniel Kivel Foundation Ralph G. Johnson Fund La Salle High School of Pasadena Endowment Fund Sherrianne Wright Huard Scholarship Fund Scott N. Kivel Charitable Fund Stephen G. & Rosemarie T. Johnson Family Fund Kiwanis Club of Hollywood-Los Feliz Endowment Fund La Tierra Urbana Fund W. Johnson & H. E. Washburn Fund Harriet N. Klatt Fund The LACER Fund Vera M. Johnston Early Childhood/ Elementary Movement The James and Brooke Klein Family Fund LAFD/LAPD St. Patrick’s Day Parade Fund The Michael John Klein and Evelyn Klein Fund The Mini Lai Scholarship Fund The Robert & Barbara Klein Family Fund John P. Lamerdin Scholarship Fund The Rodney G. Klein Foundation The Landers Family Fund Sandra J. Klein Family Charitable Fund Donald E. and Patricia A. Lange Family Fund Horace B. Knight Fund John and Sarah Kobara Family Foundation Eugene G. and Sylvia M. Lange Memorial Scholarship Fund The Billy Eve & Lloyd Randall Koenig Fund Langson Family Fund Lloyd Randall Koenig & Billy Eve Koenig Fund Lanterman Fund Kopcho Family Foundation The Jeffrey Lapin Charitable Fund The Kagan Foundation The Sarah Korda Fund Larchmont Boulevard Median Project Fund Kaiser Permanente Southern California Fund for Charitable Contributions Korean American Coalition Fund The Ellen R. Larson Fund Kosta Family Scholarship Fund Karin L. Larson Fund Gloria and Sonny Kamm Family Fund The Kovinsky Family Charitable Fund Cynthia and Edward Lasker Fund Grace Iino Community Education Fund Seth Katz Memorial Fund The Joanne Kozberg Fund Latham & Watkins Foundation Sho Iino Accounting Scholarship Fund The Judi Kaufman Foundation Kozlen Family Fund Independent Citizens for California’s Children Fund (IC3) The Robert & Fori Kay Family Fund The Gloria & Jack Kramer Family Foundation William J. Laumbach Fund For Parkinson’s Research Independent Insurance Agents Association of Santa Monica Fund Kaye Family Fund Harry B. Kuhns Fund Louise Keasler #1 Fund The Kay Kuschner Family Donor Advised Fund Louise Keasler #2 Fund Carl T. and Liselotte Kuttler Fund House of Ruth/Services for Battered Women and Children Fund Pamela Hubbard-Wiley Educational Scholarship Fund Brenda & Paul Hudson Fund Terrence O. & Joyce B. Hughes Family Fund William Lawrence & Blanche Hughes Foundation William Lawrence and Blanche Hughes Fund The Human Development Fund The Hunt Family Foundation The Dennis A. Hunt Memorial Fund for Health Journalism Elfa M. Hutchin Fund Henrietta Hutchings Fund Hyde Family Foundation I Iraq Afghanistan Deployment Impact Fund Irvine Foundation Arts Project Fund The Angelina Jolie Foundation The Jolie-Pitt Foundation The Maddox Jolie Pitt Foundation Margaret Ann Jones College Scholarship Fund The Joshi Family Scholarship Fund The Julis Family Fund K Louise Keasler #3 Fund Sharon A. Keith Fund J Douglas Kendall Concerts Fund Getzel R. Kenner Memorial Fund The Sherry Jackson Foundation J. Howard & Harriet L. Kent Fund Dr. Raymond Jallow Family Foundation J. Wesley & Elizabeth Kent Fund Legacy Society Member (in bold) L The Kemp Family Foundation C. Bernard Jackson Scholarship Fund New Fund Kinney Family Foundation C. Joseph & Donna M. La Bonté Charitable Fund La Cãnada Flintridge Education Foundation Endowment Fund La Cãnada Flintridge Education Foundation – Rose N. Harrington Fund La Kretz Family Foundation La Kretz Fund #1 LA Wild Endowment Fund LAUSD Small Schools Planning Grant for Secondary Schools Richard L. Lauter and Helen S. Lauter Fund Law Faculty Scholarship For Underrepresented Racial Minorities Charles Lawrence Fund L and J Foundation Susanne Lawrenz-Miller Endowment Fund L and J Foundation #2 The Serene & Rubin M. Lazar Charitable Fund L.A. Police Foundation - Lori Gonzales Scholarship Fund LBH Fund Ellie & Bruce Lederman Fund Lee Family Fund 33 When entrepreneurs Chet and Jan Pipkin met as volunteers 27 years ago at the California community foundation was able to sell the stock at full market value, benefiting the Pipkins’ YMCA Youth and Government program, they were already committed to community service fund. The Pipkins also received a charitable deduction for the stock’s fair market value. and social service-related work. Married since 1985, they started a technology and consumer electronic products company from his parents’ garage in Hawthorne. As Belkin International Inc. grew into a global leader, the Pipkins realized their Had the Pipkins created a private foundation, their gift would have been treated less favorably under the tax code and not be funded with the full market value of the stock. Today the fund has $6.7 million and primarily supports children and disadvantaged youth programs. “To have an impact on social change, we need to invest in the next generation,” Chet said. charitable giving, one of the most critical The Pipkins, both 48, hope to significantly grow the fund over the rest of their lifetimes. areas of their lives, had to be more orga- And they see CCF as a vital partner. “It comes down to three things — CCF’s mission, vision nized and impactful. and people,” Chet said. “The mission and values are easy to see and the organization really Everyone they knew mentioned CCF. “Very quickly it became obvious to us that CCF was already doing a tremendous job of researching and providing a networking platform to do what we wanted,” Chet said. “The more we learned the more we were blown away.” In 2002 the Pipkins created a fund at CCF, The Pipkin Charitable Foundation. Their gift lives up to them day in and day out. The people are crazy good. We’re proud of our association with CCF.” “It comes down to three things — CCF’s mission, vision and people. The mission and values are easy to see and the organization really lives up to them day in and day out. The people are crazy good.” — Donor Chet Pipkin of one million shares of stock in their privately held company was converted to cash and the fund was set up with $4.8 million. If the Pipkins had redeemed the stock themselves, they would have paid capital gains tax on the proceeds. By giving the stock directly to CCF, the Entrepreneurial in Business and Philanthropy David and Miki Lee Family Foundation Cash and April Levy Fund The Lipp Family Charitable Fund The Tom & Colleen Lee Family Fund David and Miriam Lewis Foundation Timothy Gates Lisberger Memorial Fund The Jerry Leen and Leo Dennis Fund Fanny Pierson Lewis #1 Fund Anne Litt and Howard Franklin Charitable Fund Ora L. Leeper #1 Fund Fanny Pierson Lewis #2 Fund Scott Litt Charitable Fund Ora L. Leeper #2 Fund Fanny Pierson Lewis #3 Fund The Lockett Family Fund Ora L. Leeper #3 Fund The Bertram and Raquel Lewitt Fund Lombard Family Foundation Perry and Abbe Lane Leff Charitable Fund T. June and Simon K.C. Li Charitable Fund Lehman Family Charitable Fund Adolph C. Lichtenberger Fund Jennifer Beltran Lopez Colibri Scholarship Fund Alexis Lemonton Fund The Ernest Lieblich Foundation John Conlan Lopez Memorial Scholarship Fund The Lester Family Fund The Linda Foundation Adam Leventhal Memorial School & Museum Endowment Fund Arthur & Frances Linsk Family Foundation Los Angeles Audubon Society Education and Conservation Fund Carl and Ethel Levine Family Foundation 34 Byron E. Linville Fund Los Angeles Board of Education Health Benefi t Research Fund Los Angeles City Affordable Housing & Blight Abatement Fund Los Angeles City Attorney Community Enhancement Fund The Los Angeles Community Fund Los Angeles County Office of Education Fund Los Angeles Parks Trust Fund Los Angeles Social Venture Partners Fund Los Angeles Society for Coatings Technology Education Fund Los Angeles Times Fund The Los Angeles Times Summer Camp Endowment Fund The Cora Jeanne Martin Memorial Fund Dick Metz Scholarship Fund Mary Isabella Martin Fund Dick Metz Surf Foundation William N. Martin, Sr. Fund Metzman Family Fund The Wendy K. Masuhara Memorial Scholarship Fund The Seymour Metzner American Freedoms Fund Glenn M. Mathews Fund Elza Meyberg Fund Robert Matican Fund Albert & Emilie C. Meyer Fund Mattel Global Community Fund The Meyerhofer Family Fund Walter Matthau Memorial Fund Sylvia Meyerhoff Memorial Scholarship Fund Matthew: 25 Fund Constance G. Meylan Fund Sean Michael Matthews Memorial Fund Isaac Milbank Fund The Katharine Mavis Charitable Fund Laurence Milbank Fund John W. Maynard Fund The Catherine Guthrie Miller Fund Mayor’s Volunteer Corps Fund C.J. Miller Fund in Memory of Catherine Guthrie Terry W. McAdam Fund Jean Reiffin Miller Fund Terry McAdam Fund Phillip Miller Sit ‘n Sleep Scholarship Fund McCaffrey Family Foundation James A. Mills Family Fund The McCammon Foundation Elizabeth and David Mindel Charitable Fund James H. & Barbara Mott McCarthy Fund Mindspeed Charitable Fund Lee A. McConnell Fund Charles Minor Memorial Fund Glen McDaniel Public Speaking Prize Seymour High School Fund Minority Enterprise Development Week 2001 Fund (MED Week) James W. McDonald Fund The Brian Moats Charitable Fund The John G. McDonough Charitable Fund Howard Mollring Fund The Captain Eddie McEwen Fishing for Kids Fund Deni Montana Foundation McFadzean Family Fund John P. Moody Fund Maynard McFie Fund John and Valerie Morales Family Fund The Martha P. Mack Fund John L. and Helen B. McGrath Fund Mackenzie Family Charitable Fund The Terrance P. and Linda Puls McGuire Charitable Fund Phyllis G. Morey Banning High School Scholarship Fund A CCF donor advised fund is a perfect way for a donor to time his or her charitable deduction, even if the donor hasn’t decided which charities will receive the grant. Donors receive a charitable deduction in the year that they make a gift to a donor advised fund, not in the year they make grants from the fund. Los Angeles Women’s Entrepreneurial Fund Los Feliz Lions Club Fund The Anahita & Jim Lovelace Family Fund LTSC Community Development Corporation Endowment Fund The Lucy Fund Chief John Luetke Educational Fund Dexter Wood Luke Parks Fund The Joseph M. Lumarda Fund The Lund Foundation Fund Dr. Carl & Marge Lundgren Marine Research Endowment Fund Elmer D. Lundien Fund Renee and Meyer Luskin Family Fund M The M&M Foundation Elizabeth S. Maberly Fund The Barbara Mack & Norman Levine Charitable Fund Fred & June Haver MacMurray Philanthropic Fund Montclair Youth Sponsorship Fund Joan Virginia Morgan Fund Lucile A. McKinstry Scholarship Fund Marian F. Morris Fund For Pets The Maffeo Family Foundation Morgan McKinzie Scholarship Fund Ralph T. Morris Charitable Trust Sally & Philip Magaram Family Fund Jacqueline and Harry McMahon Family Foundation Ralph T. Morris Distribution Fund George McManus Fund John K. Moss Charitable Fund McMaster-Carr Fund MOSTE Scholarship Fund McMullen Charitable Fund Harvey S. Mudd Fund Everett and Nancy Maguire Foundation Philip Mandelker Memorial Fund Lawrence Morton Fund Catherine O. Lutgens Fund The Jeffrey Mandell and Abigail Jones Charitable Fund Charles W. and Joan Luther Fund The Alfred E. Mann Fund Lawrence P. and Jane M. McNeil Fund Donald L. Muff Fund Patricia Lutton Foundation Marina Health Restitution Fund Sadie Jane McNeil Fund The Peter W. Mullin Foundation Julia Lynch Fund Markman Family Children’s Fund Grace Meagher & Florence Woods Fund The Susan Adams Munio Scholarship Fund Vernon Lynch Sr. Memorial Fund The Jacqueline S. Marks Fund The Patricia A. Medlin Fund Gertrude & Harry Murphy Fund Judith R. Lynde Memorial Fund Louise Marshall Fund The Paula Kent Meehan Fund The Timothy Murphy Fund New Fund Legacy Society Member (in bold) 35 Health is the top issue area for a quarter of our donor advised grants ($38 million). Education and community economic development follow at $24 million and $21 million, respectively. One Minute Fund The Quan Phung Charitable Fund Optimist Home for Boys Fund Pi Alpha Phi Alumni Scholarship Fund The Orange County Reads One Book Fund Charles H. Pidgeon Fund Anne Osberg/Moose Moravec Fund Charles H. Pidgeon Fund #2 Mr. & Mrs. Samuel Oschin Family Foundation The John Pierce Emergency Fund The Mr. & Mrs. Samuel Oschin Fund Robert G. Pierce Fund Oskar’s Hope Foundation The Norman R. Pierson Fund Beryl L. Owen Memorial Fund The Pipkin Charitable Foundation The Jane G. and Mark A. Pisano Fund P Pacific Lodge Youth Services Fund PacifiCare/LAUSD Scholarship Fund Packard Pre School Advocacy Initiative Fund The Padilla/Zschau Fund The Paint Box Fund Supporting the Arts in Education The Joan Palevsky Endowment for the Future of L.A. Fund The Michael J. & Alexandra Palko Foundation Parish Memorial Fund Ki Suh and Ildong C. Park Fund Walter Parkes and Laurie MacDonald Charitable Foundation N The Nana Fund The National Metals Charitable Fund The Neighborhood Revitalization Fund The Neighborhood Youth Association Fund Walter L. Neill Fund The Russell and Dawn Nelson Family Fund 36 Frank Pittman Scholarship Endowment Fund Jean Plant Charitable Fund Pleasantview Industries Fund The Podlich Fund Philip & Zuzana Polishook Fund The Annemarie Polizzotto Memorial Foundation Brian C. Porter Memorial Scholarship Charitable Fund Poulsen Family Foundation The Pride and Joy Foundation The Program Enrichment Fund The Project GRAD Fund The Dale & Mike Nissenson Fund Participant Foundation Public Counsel Fund A The Maurice and Marjorie Noble Fund Partnership for Los Angeles Schools The Purcell/McKnight Foundation The Luis Nogales Fund Pasadena Senior Center Endowment Fund Byron J. Putnam Fund Charles & Peggy Norris Family Fund The Passages Charitable Fund PX Charitable Foundation The Annette Tyler North Fund Morris Paster/Gussie Sitkin Foundation The Northeast Renaissance Corporation PATH Endowment Fund Nurturing Neighborhoods/Building Community Fund C. Fred Pearson, S. & W. P. Wise Fund The Dr. Henry & Lilian Nesburn Award Fund R. G. Neubarth Memorial Athletic Scholarship Fund Frank Pittman Fund O Q The Jacob and Katie Peavy Family Fund The Jose Quintero Foundation for the Theatre Arts AnneMarie Pellerito Memorial Foundation Safi & Anita Qureshey Fund The Perrault Family Scholarship Fund R Ilse Neumann Fund Michelle & Michael O’Brien Foundation The Latifa Korkmas Peters Fund for Women The Sarah Carpenter and Robert Newman Family Foundation The Scott O’Brien Charitable Fund Joseph and Helen O’Connor Fund Cheryl Petersen and Roger Lustberg Charitable Fund The Douglas & Allison Raleigh Fund The Stan Newton Award Fund The O’Donnell Family Endowment Earl & Doris Peterson Fund The Rallis Fund Sue Nies Memorial Scholarship Fund O’Melveny & Myers Fund Marjorie M. Peterson Fund Ann Ramer Fund The William A. and Ann Niese Charitable Fund Ocean Park Community Center Fund Edward Petko Charitable Fund The Rancho Los Amigos Community Fund The Nine Dots Fund Pets and Partners Initiative The Rancho Los Amigos Fund Larry J. Nishimura Memorial Fund John Olguin Jr. Docent Scholarship Endowment Fund Pfaffinger Foundation Frank H. Rank Fund Nissenson Family Fund Luis Olivares Legacy Fund Morgan Phoa Family Fund Rappaport Family Foundation New Fund Legacy Society Member (in bold) Charles F. Rauchfuss Charitable Fund Jane Reinking-Kilgore Fund The Edward and Nellie Rhode Newman Fund Robinson Family Foundation The Ravenhill Foundation Edna Relyea #1 Fund Ralph Richardson Scholarship Fund Phil Alden Robinson Foundation Bev & George Ray Charitable Fund Edna Relyea #2 Fund The Richstone Family Center Virginia Robinson Foundation The Raytheon Employee Disaster Relief Fund The Reminick Donor Advised Fund The Raytheon Fund in Support of Our Troops Richstone’s Legacy for Children Endowment Fund Fred Rochlin Memorial Scholarship for Graduates of Nogales High School Read with Me/Lea Conmigo Research & Education Fund of Architectural & Furniture Hardware James Sheldon Riley Fund Reading By 9 Book Drive Fund The Freda M. Resnick Fund Reading By 9 Fund Resthaven Fund The Rinsch Family Foundation for Viewpoint School Frances Alicia Rocklin-F.A. Rockwell Foundation Reading By 9 Rotary Club Fund The Reveal Family Fund Sarah Richter Ritchie Memorial Fund J. Robert & Helen M. Roe Fund Reading is the Way Up Fund The Carolina Reyes Family Fund Emily Erin Roberts Scholarship Fund The David & Victoria Rogers Family Fund Ready Pac Kids To Camp Charity The Gene Reynolds Room 222 LA High School Scholarship Fund The Ken Roberts Family Fund Rolston Family Fund Virgil and Brenda Roberts Family Fund Romans 12:2 Fund Winifred R. Reynolds Educational Scholarship Fund James Robeson Memorial and Stephen Kanter Fund Ronus Foundation The John C. Rezner Foundation The Robinov Family Foundation Referral Institute Foundation Samuel Reichman Fund Enos Spencer Reid Memorial Award Albert Rodriguez Fund Roosevelt High School Fund “Philanthropy is something that has to be taught at an early age.” – Donor Marty Wyle For Noah Wyle, sharing was a normal part of growing up. When he got toys for Christ- An example is Alexandria House, a transitional house for women and children in the mas, he picked some out and took them to a children’s hospital or shelter. In school, he mid-Wilshire area. “It’s a wonderful program that teaches skills like banking and running befriended the shy kid in class who didn’t have any friends. a house,” she said. She hopes to arrange a site visit soon with Noah and his 5-year-old “Philanthropy is something that has to be taught at an early age,” said Noah’s mother, son Owen. Marty Wyle, a retired registered nurse who administers the Noah S. Wyle Foundation at The Wyles, who knew little about setting the California Community Foundation. The foundation was set up in 1999 after Noah’s suc- up a foundation, turned to CCF. “CCF walked us cess as Dr. John Carter on the television drama ER. through the whole process, invited us to semi- The Wyles are an example of how Noah and his family are working together on their nars on responsible and intelligent giving and philanthropy. The same year the fund was established, Noah, his future wife Tracy, and handled the financial aspects of setting up the Marty visited the camps of Macedonia to see the result of Kosovo refugees’ forced exodus fund,” Marty Wyle said. “We have learned that from the Serbian province where they once lived. “It made a huge impression on him,” small grants can be significant and that there are Marty said. many areas of need unknown to us in our own While this piqued his interest in international philanthropy, Wyle’s charitable interests backyard. We thank CCF for their help, appreci- also include arts and culture, teen suicide hotlines, literacy and education programs, librar- ate their expertise and are proud to be associated ies and scholarships. CCF helped the Wyles find organizations that address issues they with them.” care deeply about. Said Marty Wyle: “CCF recommended grantees, encouraged site visits and through its Legacy Society luncheons introduced us to more opportunities for giving.” Actor Noah Wyle Giving is All in the Family 37 The Sidney & Leontine Rose Charitable Fund Tashi Zouras learned about generosity from his parents. He remembers his father, who Minnie Ross Fund owned a hamburger stand, giving his two-year-old car to his sister and money to his brother. Nora Kaye & Herbert Ross Foundation “Dad was a leader that way. He was the first to help if someone in our family was having a The James M. Rosser Fund tough time,” said Zouras, vice president of Dimetri Gardikas Produce Company, which sells Liz Rothwell Memorial Fund wholesale fruits and vegetables, in Santa Fe Springs. Father Rowins Scholarship Fund For years Zouras, 56, donated to cancer, diabetes and birth defects research and orga- Aaron J. Ruben Endowment Fund nizations that feed the hungry and help in disaster relief. He had read about donor advised Rueff Family Fund funds and decided to create one because it was a way to be “more proactive” in his charitable Henry & Lucille Rutshaw Fund giving and he had privately-held company stock that he wanted to sell. Meg Ryan Charitable Fund Because he didn’t know where to start, he searched the Internet and found CCF. “I could tell it was reputable by the amount of donations it received,” Zouras said. An attorney friend who does estate planning confirmed Zouras’ choice, say- “CCF did a real nice job of getting everything done. A lot of people don’t realize you can move appreciated assets into a donor advised fund. It works out well for tax planning and you also feel good about what you have done.” ing he had been familiar with CCF’s services for at least a decade. — Donor Tashi Zouras In May 2008, Zouras gifted shares of his company to CCF and under no obligation, CCF sold the shares to the employee stock ownership plan (ESOP) of Zouras’ company for $105,000. The benefits were many: Zouras’ donor advised fund now has cash; he received a S S.O.S. Coral Trees Fund Sagheb Family Scholarship Fund The SahanDaywi Foundation The Saks Charitable Foundation - 1999 Dorothy & Avram Salkin Charitable Fund The Stephen M. Sall Fund San Fernando Valley Association for the Retarded Fund A San Fernando Valley Association for the Retarded Fund B San Marino Rotary Charities Unrestricted Donation Endowment San Marino Rotary Charities William G. Steele, Jr Mini-Grant San Marino Schools Foundation Fund fair market value of his stock; he didn’t Sandpiper Debs Scholarship Fund have to pay capital gains tax; he’ll get a The Sandpipers South Bay Community Fund · Casework & Programs · Community Development and Growth · Educational Scholarships · Unrestricted Fund tax deduction for his contribution; and the company’s ESOP received a tax deduction for the contribution of cash to the fund. Zouras plans to expand his giving to organizations that deal with Third World issues. He hopes to grow the fund through additional stock sales or regular securities. Eventually, he Sanford Family Fund plans to pass the fund on to his sons, who are 6 and 9 months old. Santa Monica Bay Fund “CCF did a real nice job of getting everything done,” said Zouras. “A lot of people don’t The Sapphos Foundation realize you can move appreciated assets into a donor advised fund. It works out well for tax Luther Sartor Memorial Scholarship Fund planning and you also feel good about what you have done.” Joseph F. & Margaret R. Sartori Fund Ralph Voorhees Saums Fund Making Appreciated Assets Work for You 38 Scatland Foundation Elliott & Ellen Schieffelin Trust Fund Robbi & Tom Schiff Family Foundation Anna J. & Josephine Schlunke Fund Schober/West Hollywood Presbyterian Church Fund John C. and Wendy W. Siciliano Family Fund Starrett Family Fund Rocco C. and Marion Stiebel Siciliano Fund The Dwight & Alberta Hill Steele Fund The Jane Parkford Taylor Fund The Richard L. Schober Memorial Fund Sierra Madre Issei Memorial Foundation Marion L. Steele Fund Josephine E. Taylor Fund The Beth and Peter Scholze Foundation Robert Silva Fund The Stein Family Fund The Cynthia Telles Fund The Kevin Matthew Schrager Memorial Fund Pamela Simon-Jensen Fund Alfred P. Stern Fund Marion Ternstrom Fund Adam Schulman Memorial Scholarship Fund Ben Simonson Scholarship Fund Ellie & John Stern Foundation The Schumacher-White Fund Asher Duffy Sinclair Charitable Fund Eugene J. Stern Fund Marion Ternstrom Scleroderma Research Endowment Fund Simon Schweitzer Fund The SIX FIFTEEN Trust Lise R. Stern Fund Tetra Tech Charitable Foundation Pippa Scott Fund Nancy Skelton Scholarship Fund Eunice Moseley Sternberg Fund Edward C. Teyber Scholarship Fund The Scroggie Family Fund Nora Slaff and Bennett Ross Fund Alexis & Craig Stevens Fund Thackaberry-Martin Family Fund SDI Scholarship Fund Allogan Slagle Scholarship Fund Alexis & Craig Stevens Fund #2 The Thomas & Sue Charitable Fund Secure Seniors Fund Florence Wadsworth Smack Fund Sara & Harold Lincoln Thompson Fund The Securitas Sons’ and Daughters’ Scholarship Fund The Gregory R. Smith Memorial Fund Clay Stevens and Aaron Tallent Scholarship Fund The Thormahlen Family Donor Fund Endowment Fund Fannie M. Thomson Fund The Segal Fund The Jack & Denny Smith Memorial Fund for Literacy Prescott T. Stevens Fund W. R. Stevens Science Scholarship Fund Edward B. Thornley Fund The Seider Foundation Lloyd M. Smith Fund The Tia Foundation Sequoyah School Scholarship Endowment Fund Michael and Patricia Smith Family Fund Wilma and Clyde Stieb Memorial Scholarship Fund The Donald L. Snow Scholarship Fund Florence C. Stoddard Fund #1 Daisy Todd Memorial Fund The Andre Sobel River of Life Fund Florence C. Stoddard Fund #2 The Ed Todeschini and John Ferrante Fund The Sonnenschein Family Fund Thomas H. Stokley Fund Camille P. Toomey Scholarship Foundation The Sotaku Fund The Stone Family Fund Topanga Canyon Fire Fund Southern California Broadcasters Assn. Scholarship Fund Stone/Van Wagoner Fund The Stratton Charitable Fund Torrance Charitable Trust FundSouthwest Museum Southern California Foster Family and Adoption Agency Fund Jennie Strong Memorial Fund The Abdi Towfigh Fund to Fight Leukemia Dwight L. Stuart Foundation Cindy Towle Memorial Fund Kathryne H. Sewall Fund Southern California Public Radio Endowment Fund Peter K. Studner Endowment Fund Alfred & Jean LoGuercio Townes Family Fund #1 Violet E. Seymour Fund Southern California Wildfire Relief Fund The Adiba Shaby Scholarship Fund The Southern California Youth Initiative Fund The Jack Shakely Fund The Spade Foundation Harold W. and Sonia S. Sunoo Peace in Korea Foundation Michael Thomas Shannon Scholarship Fund Judy and Bob Spare Family Fund The John & Donna Sussman Foundation The Alison Shapiro Fund Special Needs Fund The Swart Foundation The Peter Shapiro Fund Richard A. & Nancy S. Spelke Foundation Shirley and Ralph Shapiro Family Fund Stella Laffer Spencer Fund #1 Sherer Courage ALS Foundation Stella Laffer Spencer Fund #2 Bertha Sherwood Fund Stella Laffer Spencer Fund #3 The Ernest M. Taber Fund Verna C. Shipway Fund Stella Laffer Spencer Fund #4 Tabibzadeh Family Foundation The Shoenberg Foundation Marcia Cohn Spiegel Family Fund Takemoto Family Charitable Foundation Shoop Family Fund Splichal Family Fund Tom Talbert Charitable Fund #1 Shirley Gibson Shuler Scholarship Fund The Melanie Staggs Charitable Fund Tom Talbert Charitable Fund #2 The Shuman Fund Tom Talbert Charitable Fund #3 The William E.B. Siart Family Fund The Darren Star & Dennis Erdman Animal Welfare Fund Sibert Family Fund Starr Fund Esther & William Tarn Memorial Education Sequoyah School Yvonne Pinto Scholarship Fund Sermoonjoy Fellowship Fund Sermoonjoy Fund Sermoonjoy Scholarship Fund Charles H. Sessions Fund Katherine E. Sessions Fund Seven Oaks Charities Fund New Fund Legacy Society Member (in bold) The Sturzenegger Family Charitable Fund Jean Bateson Summers Fund T Allison & David Tannenbaum Foundation The Times of Refreshing Fund Alfred & Jean LoGuercio Townes Family Fund #3 Alfred & Jean LoGuercio Townes Family Fund #4 Alfred & Jean LoGuercio Townes Family Restricted Fund #2 Toyota Associate Emergency Relief Program Toyota Financial Services Making Life Easier Fund Tread Lightly Fund The Rochelle and Paul Treger Family Fund William and Diane Trimble Scholarship Fund Irene F. Tripp Fund The Cynthia and Richard Troop Charitable Foundation Dr. Evelyn Troup Memorial Scholarship Fund 39 The Brigitta B. Troy Charitable Fund Verdugo Hills High School Alumni Fund Joseph F. Troy Fund for Leukemia Research Artemesia S. Vermillion Fund The Tsu Hua Tsai Fund The VIC Foundation Fund Tsunami Relief Song Fund The Francisca Villalobos Educational Trust The Tub O’ Laughs Foundation Harry J. Volk Fund The Tuffli Family Fund Von Der Ahe Foundation Tzedaka Family Foundation Louis Von Hacht Fund from serving in the wars in Iraq and Afghanistan. Kate S. Vosburg Memorial Clinic Fund The study by RAND Corp. released April 17, 2008 CCF funded one of the most comprehensive studies showing that 300,000 U.S. veterans suffer from post-traumatic stress disorder or major depression received global media attention. Media coverage U UBS Financial Services Foundation RAND STUDY DRAWS BROAD ATTENTION W included The Associated Press, The Los Angeles Times, USA Today, The Washington Post, MSNBC, UCLA Anderson School of Management Scholarship Fund The Walden School Fund Uncle Bill Foundation George M. Wallace Fund The Unger Fund Edgar B. and Jane Wyatt Ward Fund The report was titled “Invisible Wounds of War: Psychological and Cognitive Inju- United Friends of the Children College Scholarship Fund Annza T. Ward Scholarship Fund ries, Their Consequences, and Services to Assist Recovery.’’ It was funded by a The Aron Warner Fund grant from the Iraq Afghanistan Deployment Impact Fund (IADIF) administered by United Friends of the Children Fund United Methodist Women Bequested Trust of First United Unity Church of Alhambra Foundation The University of West Los Angeles Endowment Fund Walker Family Fund Leslie Warren Fund Ruth Watanabe Fund Watch the Road Fund The Watt Family Charitable Fund NBC Nightly News, Xinhuanet (China), The Canadian Press and CBS News. CCF. IADIF was created to provide funding to nonprofit organizations that offer direct services and other forms of assistance to American military personnel and/or their families who have been impacted by deployment to Iraq and Afghanistan. The Dorothy C. Waugh Fund Citing the study, USA Today reported on Aug. 5, 2008, that the Pentagon is spend- The Tom and Janet Unterman Family Gift Fund Mary C. Wavada Fund ing an unprecedented $300 million on research for post-traumatic stress disorder The Urban Greenspace Fund Dr. Edward L. Webb Fund and traumatic brain injury. The Urban South Central Education Fund (USCEF) L. A. & Marion Webb Fund USA for Africa/We Are The World Fund The Effie Weinberg Fund for veterans returning from Iraq and Afghanistan. USC Center on Philanthropy and Public Policy Endowment Fund The Weiner Family Fund To order the RAND report, go to www.rand.org/pubs/monographs/MG720 The Martin and Marianne Weil Family Fund Through the generosity of donors, CCF is a national leader in expanding services The Weingarten Charitable Fund The Weinstein Family Fund V David and Susan Valdes Family Fund The Wellness Community-South Bay Cities The Van de Kamp Family Fund West Hollywood Library Fund Catherine Van Der Kar Scholarship Fund The Pamela West Foundation Carol Van Hoomissen Memorial/PLPG Peace Fund Steven & Elizabeth Westbrook Fund Grant & Mary Van Hoose Memorial Fund WestPark Capital Foundation Ada Van Pelt Fund What Kind Of World Do You Want Fund Laurina Vandenhoff Fund The Laura Schaefer White Fund PFC James C. Vandeventer USMC Scholarship Fund The Whitney Family Fund Venice High School Alumni Scholarship Fund Alice G. Wilkins Fund Ronald and Christina Vera Charitable Fund 40 The Weiss Foundation Westlake Neighborhood Network Fund Ann Marie & Jack C. Wilder Charitable Fund The Williams Family Fund The Brenda B. Williams Charitable Fund Windmill Links Community Environmental Fund Corie Williams Scholarship Fund Sam Wineman Memorial Fund Dagny H. Williams Fund The Winston Family Fund Serena Williams Fund Gertrude S. Winter Fund Ralph R. Willis Memorial Fund The Wintner-Meisel Fund Stephen C. Wilmans Memorial Fund Wintrob Family Fund The Anita B. Wilson Fund Charles S. Wirick Fund Hazel Eckhart Wilson Fund Wirthwhile Fund The Robert S. & Marion L. Wilson Fund The Wirtschafter Family Foundation William Porter Wise Fund Wiseman Family Charitable Fund Woman’s City Club of Venice Scholarship Fund Women’s Architectural League/Beata Inaya Scholarship Fund REGIONAL ENDOWMENTS Women’s Improvement Club of Bishop Scholarship Fund The California Community Foundation supports these Women’s University Club, Los Angeles Branch of AAUW Fund grants and training, to extend their reach and services Myron Jay Wonders Fund for the Development of Youth Lacrosse foundations through planned giving, capacity-building to their local communities. The Wong Family Charitable Fund DESERT COMMUNITY FOUNDATION: E stablished in Alan L. Wood Scholarship Fund 1999 and manages funds with assets of about $10 mil- John R. Wooden Scholarship Fund lion. E ncourages and facilitates charitable giving in the James E. Woodford Fund communities of the Coachella Valley. World Preservation Fund The Wu Family Charitable Fund www.desertfoundation.org Mary P. Wyatt P.V.H.S. Scholarship Fund KERN COMMUNITY FOUNDATION: Works to enhance Noah S. Wyle Foundation the quality of life for all people of Kern County. www.kernfoundation.org Y The Yak Foundation Yeah Foundation The Yingling Family Fund The You Me Fund LONG BEACH COMMUNITY FOUNDATION: Founded in 1996 by the E state Planning & Trust Council of Long Beach and an advisory board of local community leaders in collaboration with the California Community Founda- Robert and Emilie R. Young Fund tion. On July 1, 2007, it began operating as an inde- YWCA Of the Foothills Fund pendent and separate 501(c) (3) public-benefit charity exclusively representing Greater Long Beach. Z www.longbeachcf.org The Zar Family Foundation SAN GABRIEL COMMUNITY FOUNDATION: Harriet F. Zaretsky Fund E stablished in 2001, provides opportunities for donors, The Zebrack Family Fund service providers and community leaders to enrich all The Jules Zentner Fund Zimmerman Family Fund Tashi G. Zouras Foundation The Zukor Family Fund San Gabriel residents. For more information, call (213) 452-6266. SIERRA MADRE COMMUNITY FOUNDATION: E stablished in 2000, its highest priority is to serve donors wishing to preserve their philanthropic legacy within their own community. www.sierramadre.org/smcf New Fund Legacy Society Member (in bold) 41 Since 1995, the Legacy Society honors The following individuals have designated Raissa and William C. Choi forward-thinking people who leave an an unrestricted gift to the California John M. Claerhout unrestricted gift to the California Com- Community Foundation through a provi- Steve and Helen Clarke munity Foundation through a will or trust. sion in a will or trust. Karen S. Clements Unrestricted gifts are a popular and easy way to ensure contributions will support programs that need it most. Legacy dollars. That means gifts will support a Marlene Altman Robert W. and Judy E. Daggs community need or priority identified by Luis Felipe and Margia Dean Alvarez Ann Daniel the foundation’s board of directors, including Richard E. Anderson and Alex Wentzel Stanley Dashew emergencies when disaster strikes, or any Raffy Ardhaldjian Rachel Davenport of the foundation’s five issue areas, includ- Barbara Arlow Milton J. and Vivi Davidson ing arts, education, health care, human Dr. William C. Arterberry Susan Strong Davis development and neighborhood revitaliza- Dorothy M. Bailey Robert De Klotz, Ch.F.C. tion. Flexible, strategic grantmaking is Robert G. Bailey Terry DeCrescenzo vital to helping the foundation address Gloria Balcom John and Maxine Denham Los Angeles’ current and future needs. Robert A. and Linda Balkin Ruth Dobbins Francis Banks Mary E. Dorwart Judy and Charles W. Beck, Jr. Annette M. Doyle Burton E. and Geraldyn Belzer Felicity Drukey Wayne and Peggy Bemis George A.V. Dunning E. Kenneth Bennett and Richard P. Wagner Clark Edwards Joanne Berlin Frederick R. and Harriet C. Eilber Phyllis D. Bernard George L. and Florence Elliott Kendall R. and Diane Bishop Gary E. Erickson Leah M. Bishop and Gary M. Yale Richard M. and Maude M. Ferry Richard A. Blacker Harold and Eleanore Foonberg Claudette Blaylock Beulah Frankel Bruce Allen and Lizabeth Anne Boulware Myrna Friedman Elizabeth J. Brainard Richard T. Gardner Louise D. Brant Daniel E. and Jane M. Garvey William J. and Mona Brehm Obren B. Gerich Thomas Breslin Dennis and Susi Gertmenian Ann R. Britt Eleanor Gibbel Robert W. and Tatiana Brown Michael R. and Camille A. Gillespie Carolyn B. Byers Elizabeth V. Gordon Mavis Cain Barry Greenberg Carol Bradford at (213) 452-6266 or [email protected]. — Planned Giving Tomorrow Olive M. Canright 42 Leamel A. Comparette source of unrestricted and field of interest Contact Director of Gift Planning are by those 45 and younger. Patricia and Ira Cohen Don A. and Janice P. Cosby HOW TO BECOME A MEMBER 15% of all planned gifts The Honorable Jacob Adajian and Kenia Cassareal, Ph.D. Don Cohen Kenneth C. Aldrich and Yvonne Craig-Aldrich Society gifts are the foundation’s biggest LEGACY SOCIETY Dr. Arnold R. Abrams Joan Crishal Ken Gregorio Jack Kramer Harold and Sydelle S. Orchid Carl and Lindsey Stammerjohn Kenneth L. Gross Tig and Bliss Krekel Pat L. Patterson Peter and Cam Starrett Mel Guzman Francis X. Pendarvis Drs. Mary and Floyd Stauffer Patricia and Frank R. Hall The Honorable Stephen Lachs and Michael Ruvo David A. Peters William A. Stephens, Esq. Suzy Hamblen Thornton Ladd Chet and Jan Pipkin Clay Stevens and Aaron L. Tallent Gaye Harris Dave and Suzanne R. Larky James E. Plunkett Sheldon M. and Cynthia H. Stone Dr. B.J. Hawkins Ellen R. Larson Philip and Zuzka Polishook Dr. John M. and Sheila Suarez Martha L. Haymaker Rubin M. and Serene Lazar Charles Pollock Ray and Jean Summers Alan R. and Lynn D. Hendershot Ernest Lieblich Louise Van Rees Powers John A. Sussman and Donna S. Sussman Rosalyn S. Heyman and Peter M. Showan Charles S. and Marilynn Lisberger Brenda Premo Katherine Swain Leonard Hill J.C. and Sybil J. Low Douglas O. and Whitney G. Raleigh Jill Switzer Ruth and Norbert Hillecke Joe and Denise Lumarda Marvin Recknor Clinton C. Ternstrom Arthur L. and Muriel Hillson William and Joan Luther Nigel A. Renton Christina V. Coyle and Mark Thomas Stephen F Hinchliffe, Jr. Samuel B. Lutz Roger Richman Mary Ellen Thomas Martha B. Hogan Jayne A. Major, Ph.D. Cira Ross Dottie and John Toomey Walter J. Holiday Jeffrey M. Mandell and Abigail A. Jones Joel Safranek Dr. Nicholas W. and Sophie M. Tschoegl Philip and Gertrude Holland George and Edie Manet Elizabeth L. Samson Richard C. Voorhies Norma L. Horrocks Sati R. and Ram Manvi Jay and Linda Sandrich Roberta Wakefield Bernice Horst Ian Marsh Lucille Saunders Howard N. Walter Robert K. Howard Victoria Martin and Preston L. Johnson Chester and Wanda Schaffer Shana L. Warshaw-Maggard Steve and Linda Ioerger Raul Martinez Thomas Schumacher and Matthew White Thomas J. Whalley Florence and Jack H. Irving Les Martisko, Ph.D. Emanuel Schweid Victor P. and Peggy Whitney Karen J. Irving Kevin P. and Anna Maria McGuan Susan M. Scribner Jim and Sharon Williams Michael W. Irving Terrance and Linda Puls McGuire Cathy and Barry Sedlik Mark Wisneski and Ronald Kollen Joan and Julian Isen Elaine P. Meitus Robert and Jeanne Segal Maxine D. Wolf Mr. and Mrs. Tatsuo Ishizu Dick Metz Jack Shakely Isamu and Haruko Yamashita Gunvant P. and Kumee Jani Raphael Metzger Grace Shammas Victor and Hannah Zaccaglin Dr. Ronald P. Jensen and Dr. Alexa C. Jensen Faye Miller Kathleen K. Sharpe Eugene Ziff Sil Miller and Eugene Woynoski Dr. Ann Shaw Robert L. and June Isaacson Kailes Sunny Miller Edward B. Shaw Dr. Stephen A. Kanter Leonard and Lucy Muskin Linda Shestock Jonathan and Nancy Kaye Bernie Nadel Rocco C. and Marion Stiebel Siciliano Sharon Keith Doreen Nelson Angel Silva Eve W. Kilger John Neufeld Elvira Silva Karen W. King Michael E. and Dale Nissenson Gerald M. and Lillian Singer Harry J. Kline Lilly C. Nomura Jean Bixby Smith David H. Kobrin Herbert V. and Elinor Nootbaar Mountfort H. and Lynda Smith Junko Koike Eloise H. Olson Wuzzy Spaulding Mark L. Kovinsky and Susan Gold-Kovinsky Gordon and Rosie Ornelas Olson Richard and Nancy Spelke New Member 43 FIVE-YEAR HISTORY OF ASSETS, CONTRIBUTIONS & GRANTS Following are charts that compare the assets, contributions and grants for the past five years (as of June 2008, in thousands). ASSETS FY FINANCIAL SUMMARIES $671,027 2004 $762,726 2005 $1,152,602 2006 $1,314,579 2007 $1,257,905 2008 FINANCIAL REPORTS CONTRIBUTIONS BALANCE SHEET (IN THOUSANDS) ASSETS Cash and investments Receivables and other assets TOTAL ASSETS FY 2008 FY 2007 FY 1,196,050 1,254,653 2004 61,855 59,926 1,257,905 1,314,579 2005 $143,637 $136,715 $466,617 2006 LIABILITIES AND NET ASSETS Liabilities 184,362 154,037 Net assets 1,073,543 1,160,542 TOTAL LIABILITIES AND NET ASSETS 1,257,905 1,314,579 FY 2008 FY 2007 151,856 234,656 FY 2004 INCOME STATEMENT (IN THOUSANDS) Contributions Other revenues 2008 $151,856 GRANTS (10,452) 143,528 (220,064) (245,487) (8,339) (28,274) 2005 $94,475 (86,999) 104,423 2006 $94,408 NET ASSETS AT BEGINNING OF YEAR 1,160,542 1,056,119 NET ASSETS AT END OF YEAR 1,073,543 1,160,542 Grants Other activities, net (Decrease)/Increase in net assets 44 $234,656 2007 2007 2008 $61,031 $245,487 $220,064 The California Community Foundation works with an independent public accounting firm to perform an audit of its records and financial statements. A full copy of the audited financial statements is available online at www.calfund.org or by calling (213) 413-4130. The above abbreviated financial reports are unaudited. ASSETS, CONTRIBUTIONS AND GRANTS BY FUND TYPE INVESTMENTS (as of June 2008, in thousands) As the fiduciary for charitable funds, the foundation is responsible for ensuring its investment strategy aligns with the charitable purposes and philanthropic goals of a fund. To enhance efficiency and reduce the cost of operations, contributions to funds are pooled with donations from other donors for investment management and adminis- 16% trative purposes. Upon creating a fund, the foundation assigns it to one of the following 8% pools. 39% 7% ASSETS 30% PERMANENT POOL: invested for long-term growth and appreciation across multiple Board Discretionary $495,316 investment managers. The current target asset allocation of this pool is 50 percent Donor Advised $377,138 domestic and international equities, 20 percent fixed-income and 30 percent alterna- Scholarships $88,560 Supporting Organizations Special Projects & Other TOTAL $100,809 196,082 $1,257,905 tive investment strategies. SOCIALLY-RESPONSIBLE POOL: invested for multiple social screens and a long-term investment objective, with an asset allocation of approximately 70 percent equities and 30 percent fixed-income investments. SHORT-TERM LIQUIDITY POOL: designed for funds with short-term purposes or goals. 9% 23% Its holdings include money market, commercial paper and short-term bonds with a goal of principal preservation and income generation. 1% 2% CONTRIBUTIONS 65% PERMANENT POOL ASSET ALLOCATION Board Discretionary $12,912 Donor Advised $99,734 Scholarships $3,713 Supporting Organizations Special Projects & Other TOTAL 21% 27% 23% 29% $625 $34,872 US Equity Non-US Equity Fixed Income Alternative Investments $151,856 The foundation’s one, three and five year investment returns for the three pools are 2% 7% 10% presented below (as of June 2008). 11% One Year Three Year Five Year Permanent Pool (0.81%) 8.50% 10.29% *Total Fund Benchmark (0.82%) 8.09% 9.77% Socially-Responsible Pool (9.60%) 3.10% 5.55% 70% S&P 500 + 30% LBAB (7.10%) 4.30% 6.50% Short-Term Liquidity Pool 4.70% 4.70% 3.30% Merrill Lynch 91-Day T-Bills 3.60% 4.30% 3.20% GRANTS 70% Board Discretionary Donor Advised Scholarships $23,350 $153,704 $3,983 Supporting Organizations $16,263 Special Projects & Other $22,764 TOTAL $220,064 * Total Fund Benchmark is a combination of: 10/01/06: 30% Russell 3000/30% MSCI ACW ex US/ 15% ML T-Bills + 5%/ 5% CPI-U+ 5%/ 20% 45 CHAIR Jane B. Eisner President The Eisner Foundation MEMBERS BOARD OF DIRECTORS David Bohnett Managing Member Baroda Ventures Melanie Staggs Advisory Board Food Allergy & Anaphylaxis Network Sheldon Stone Principal Oaktree Capital Management, LLC. Reveta Bowers Head of School The Center for Early Education Cynthia Telles Director of the Spanish Speaking Psychosocial Clinic UCLA School of Medicine David W. Fleming Counsel Latham & Watkins, LLP Catherine L. Unger Consultant, Public Affairs Dennis Gertmenian Founder Ready Pac Foods Antonia Hernández President and CEO California Community Foundation Preston Johnson President and Founder Johnson Martin Advisors, Inc. Joanne Corday Kozberg Principal California Strategies Quan Phung Television Producer Dr. Carolina Reyes Executive Director LA Best Babies Network James M. Rosser President California State University, Los Angeles Paul Schulz Chief Executive Officer American Red Cross of Greater Los Angeles 46 Jean Bixby Smith Chairman and President Alamitos Land Company Tom Unterman Partner Rustic Canyon Partners Sonia Marie De León de Vega Executive Director Santa Cecilia Orchestra Ronald T. Vera Partner Gutierrez and Vera, LLP GENERAL COUNSEL William C. Choi Rodriguez, Horii, Choi and Cafferata LLP CIVIC ENGAGEMENT AND ADMINISTRATION Gabriele Burkard Project Manager, Community Experience Partnership Sandy Escobedo Joan Palevsky Fellow – Preschool Advocacy Initiative STAFF Linda Itson Receptionist Silvana Miller Director of Human Resources Virginia Mosqueda Director of Civic Engagement Leondra Rachal Human Resources Assistant EXTERNAL AND DONOR RELATIONS FINANCE Edgar Aguirre Gift Planning Officer Roy Allen Investment Analyst Carol Bradford Director of Gift Planning Steve Cobb Vice President and Chief Financial Officer Patrice Cablayan Donor and Prospect Research Manager Yvonne Dennis Finance Assistant Namju Cho Director of Communications Michael Dobson Accountant Gerlie Collado Communications Associate Elizabeth Hernandez Accountant Natalie Cowan-Birch Gift Planning Assistant Christopher Hubbard Grants Coordinator Amy Fackelmann Director of Donor Relations Agnes Luansing Accounting Manager, Financial Reporting Melina Sanchez Field Director – Preschool Advocacy Initiative Courtney Gross Donor Relations Associate Stephanie Talavera-Castillo Administration Assistant Agnes Hess Special Events Coordinator & Assistant to the Senior Vice President Linda J. Wong Vice President of Civic Engagement and Administration Olivia Koran Grants Coordinator Summer Moore Accounting Officer, Operations John E. Kobara Senior Vice President, External and Donor Relations Jilma Rodriguez Accountant Barry Peterson Gift Planning Officer Carolyn Steffen Controller COMMUNITY FOUNDATION LAND TRUST Chris Salazar Scholarship Administrator Teresita Vega Network Coordinator Rosie Diaz Project Coordinator Greg Shepard Donor Fund Operations Supervisor Emily Zietlow Grants Coordinator Shirley J. Young Office Manager Lynn Hansen Director, Project Management Ann Sewill President, Community Foundation Land Trust Denise Tom Writer/Editor Josh Wright Donor and Prospect Research Coordinator 47 GRAND AVENUE COMMITTEE Susanne Kerenyi Project Coordinator Martha Welborne Managing Director PRESIDENT’S OFFICE STAFF (continued) Antonia Hernández President & Chief Executive Officer Karla Hernandez Executive Secretary Terri Mosqueda Board/Community Relations Liaison PROGRAMS Rosie Arroyo Joan Palevsky Fellow – Community Building Initiative Jolene S. Chavira Program Officer, Education Cathy Choi Program Officer, Special Grants Pamela Davis Program Assistant Vera de Vera Director of Grants Yamileth Guevara Program Officer, Neighborhood Revitalization Leslie Ito Program Officer, Arts Tamu Jones Program Officer, Health Care Robert Lewis Program Officer, Human Development 48 Alvertha Penny Vice President of Programs Richard Ruiz Program Assistant Shantelice White Grants Specialist Elva Yañez Project Director, Community Building Initiative LEARN MORE, GET INVOLVED CREDITS AND ACKNOWLEDGMENTS To find out more about how the California Community Foundation can help you give Production Supervisor: Namju Cho back to your most passionate causes and improve Los Angeles, call any of our Editors/Writers: Namju Cho, Gerlie Collado, Rachael Sonntag-Bloom, Denise Tom experts below at (213) 413-4130. Design: orabor www.orabor.com Carol Bradford, director of gift planning, [email protected] Edgar Aguirre, gift planning officer, [email protected] Photography: Brian Forrest (cover) Printing: Typecraft, Wood & Jones, Pasadena, Calif. Barry Peterson, gift planning officer, [email protected] To support our CCF Priorities fund or receive our e-newsletter and any of the following publications, call (213) 413-4130 or visit www.calfund.org. • Arts & Culture: Advancing our Communities’ Creative Voices • Charitable Fund Guidelines • Grant Guidelines The California Community Foundation meets the most rigorous standards in philanthropy and complies with the National Standards of U.S. Community Foundations, administered by the Council on Foundations, a membership organization of more than 2,000 • Profiles in Giving grantmaking foundations and giving programs worldwide. This affirms CCF’s commitment • Solutions: A Journal of the California Community Foundation (Summer 2008) to financial security, transparency and accountability. The foundation’s competitive grantmaking includes an open process designed to address Los Angeles’ changing needs. The seal also confirms the foundation’s history of honoring donors’ wishes — to ensure healthy, engaged and diverse communities. This annual report is printed on Endeavour Velvet. This recycled product is FSC certified, acid free, and contains 25% post-consumer recycled waste. KEEPING ALIVE THE AMERICAN DREAM CALIFORNIA COMMUNITY FOUNDATION 2 0 0 8 A N N U A L R E P O RT 445 S. Figueroa St., Suite 3400 Los Angeles, CA 90071 T: 213.413.4130 F: 213.383.2046 www.calfund.org