September 2014 - Santa Barbara Foundation

Transcription

reIMAGINE
Santa Barbara Foundation MAGAZINE | fall 2014
Philanthropy
in Action
• A collection of donor stories
• Annual giving report and financials
• Community news and nonprofit partnerships
President’s Message
When our founders deployed the power of philanthropy
over eight decades ago, they created a vision of what was
possible when good people came together for a common
good. Now, as then, the Santa Barbara Foundation
remains committed to a vision of a Santa Barbara County
where philanthropy is a catalyst for meeting important
community needs while enriching the lives of all. Through
the three pillars of our mission – building philanthropy,
strengthening the nonprofit sector, and identifying
and strategically addressing community needs and
opportunities – we are ever more prepared to take bold
steps to meet today’s challenges.
In this issue of Reimagine magazine, we present a collection of stories that vividly
expresses our work within these pillars and pays homage to the legacy of those who came
before and whose dreams we still steward. Whether it is our ability to provide nearly
$300,000 annually in child care scholarships because of the long ago established William
and Lottie Daniel Fund or our making international giving easier for donors whose
philanthropic interests take them around the globe, we know you will enjoy learning
about these joint ventures with our donor-investors. We are also excited to bring you
a feature story on the foundation’s directed work to strengthen our county’s caregiver
network for seniors. This initiative is a good example of the foundation’s dedication to
help solve the most critical problems of the day.
The stories about Santa Barbara Meals on Wheels and the Student Art Fund
demonstrate how our work in the nonprofit sector has taken us a step beyond grant
making to developing tools to help our nonprofit partners ensure sustainability. As we
move through the new millennium, the foundation’s core work will involve catalyzing and
leading partnerships that embrace multiple sectors – government, private, and social – to
share responsibility for a truly 21st century community.
Our founder, Max Fleischmann’s vision for preserving a region he was completely
enamored with is reflected today in the work of the foundation and its donors. The desire
to create beauty, preserve human dignity, and steward resources was the hope of those
who came before and is now our promise to the future.
And finally, as you peruse the lists of donors past and present included herein, we ask
you to remember that each and every gift is a tribute to the collective caring that is at the
heart of all community foundations.
Ronald V. Gallo, Ed.D.
President & CEO
BOARD OF TRUSTEES
Officers
Eileen Sheridan, CPA
James Morouse
Gretchen H. Milligan
Robert L. Skinner
Peter R. MacDougall, Ed.D.
Trustees at Large
Diane Adam
Laurie Ashton
Hugh M. Boss
Jon Clark
Frederick W. Gluck
Michael G. Mayfield
Jennifer Murray
Cathy Pepe
Michelle Lee Pickett
Nicolasa I. Sandoval, Ph.D.
Chris Slaughter
Luis Villegas
Polly Firestone Walker
Michael D. Young, Ph.D.
FOUNDATION STAFF
Office of the President & CEO
Guille Gil-Reynoso
Philanthropic Services
Jan Campbell
Lynette Muscio
Jessica Lopez-Sanchez
Ashley Butler
Community Investments
Al Rodriguez
Sharyn Main
Kathy Simas
Rubayi Srivastava
Phylene Wiggins
Jack Azar
Finance and Administration
Dee Jennings, CPA
Janet Mocker, CPA
Cheri Savage
Nick Munday
Andrea Soh
Toni Capritto
Communications and Marketing
Jan Campbell
Lynn Penkingcarn
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| Fall 2014
Inside This Issue
8 Caring for Caregivers
12 Thomas Paine Fund
24 Presqu’ile Winery
04 Santa Barbara Response Network | News
18 Funds at the Foundation | Annual Report
06 Child Care Scholarships | News
21 Legacy Society | Annual Report
07 Women’s Fund | Field of Interest Fund
22 Contributors | Annual Report
08 Caring for Caregivers | Feature
24 Presqu’ile Winery | Contributor
11 Meals on Wheels | Agency Endowment Fund
26 Student Art Fund | Agency Endowment Fund
12 Thomas Paine Fund | Donor Advised Fund
27 Zhena Muzyka | Community Profile
16 Financials | Annual Report
28 Calendar
On the cover: Figueroa Mountain. Photo by Elliot Lowndes.
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Santa Barbara Foundation | reIMAGINE
Community News
Compassion Patrol Responds to Isla Vista Tragedy
After last spring’s violence in Isla Vista left six people dead
and 13 injured, UC Santa Barbara students, faculty, staff, and
Isla Vista residents and community members are still trying to
heal and move forward from the harrowing ordeal. Many have
rallied around the university and surrounding neighborhood,
offering support and resources for those affected by the
tragedy. Santa Barbara Response Network is continuing to
offer Psychological First Aid, providing compassion to those
needing a human connection in the aftermath.
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SBRN Mobilizes Compassion Patrol Members
to Support the Isla Vista Community
The evening of May 23 saw an unspeakable tragedy in Isla
Vista, California. Santa Barbara Response Network learned
of the situation that very night from a member of the sheriff ’s
department, who is also part of SBRN’s large network of
volunteers. Anthony Rodriguez, chief of operations for SBRN,
began to mobilize team members so that they could come into
Isla Vista if they were needed. At about 1:00 a.m., the sheriff ’s
department confirmed SBRN would need to begin its work in
Isla Vista the next day.
“Our organization never oversteps its boundaries in
responding to an incident because ultimately, we do not
want to lose the trust we have built up in the community,”
said Anthony. “Post-intervention becomes prevention if you
help someone dealing with trauma. The service we provide
is extremely valuable because people understand that for us
it is all about the heart. We are providing one of the most
important things you can offer in traumatic times – just being
there to listen.”
SBRN established a Compassion Center in Isla Vista, a
physical location and sustained operations for two months
after the shootings. This is a unique situation for SBRN, and
really an innovation, because the organization typically tailors
its involvement to the incident, with volunteers meeting
individuals or groups where they feel most comfortable,
whether that be in a person’s home, a church, or school. With
a nod to the name given to the Isla Vista Police Department
(the officers are known as the IV Foot Patrol), SBRN
named its volunteer team the Compassion Patrol and began
providing mobile outreach support for the community. Over
80 volunteers donated a total of more than 400 hours in
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response to the Isla Vista tragedy, and are still volunteering
today. The Santa Barbara Foundation was pleased to provide
an emergency grant to help make this work possible.
“Coming into the community, we did not assume anything
and I feel like we asked the right questions to determine
what had already been done and what the needs would be,”
said Sergio Castellanos, board member for SBRN. “From our
questions and conversations we found that there were layers
of responses in relation to need as Isla Vista is a very diverse
community.”
Psychological First Aid Offers Unique
Response to Community Need
SBRN was founded as an all-volunteer, grassroots
organization in response to a cluster suicide that happened
in Santa Barbara in 2009. Today, SBRN’s mission is to offer
Psychological First Aid and response in the aftermath of
critical and traumatic incidences. The organization must be
invited into the community to begin its work, an invitation
that can be extended by an individual, family, or organization.
SBRN is unique in that it is not an agency doing mandated
work, but instead consists of a group of committed volunteers
giving both their heart and their time.
“An individual does not have to have a specific background
to volunteer with SBRN. We are looking for compassionate
citizens, and there are many people in the community who
are fully qualified to help us, although they may not know
that about themselves,” said Gil Reyes, executive director of
SBRN. “People tend to think we only need experienced grief
counselors, psychologists, that kind of thing. But really, we can
use anyone who has that type of humanity about them, where
they are able to be around someone who is in pain.”
“We are compassionate citizens, responding in a unique
way to those in need,” Sergio added. “When something
traumatic happens, and an individual feels as if he or she is
losing that human connection, SBRN helps that individual get
that connection again so that they can move forward.”
SBRN provides Psychological First Aid training in both
English and Spanish to its volunteers, preparing them to be
more efficient and effective as compassionate community
responders. Volunteers are trained on how to use eight core
actions, which are seen as culturally sensitive and responsive
Members of SBRN’s Compassion Patrol respond at the scene of the Isla Vista tragedy. Photo courtesy of Santa Barbara Response Network.
tools that can be adapted to uniquely fit overwhelming
situations. Part of a volunteer’s work is to normalize with a
grieving individual, helping this person to get oriented so that it
is easier to make decisions and to feel in charge of their life.
“We have a sort of dos and don’ts list for Psychological First
Aid – do listen; don’t talk too much; do demonstrate your
curiosity; don’t ask too many questions. We do not want people
to feel like they are being interviewed, let alone interrogated,”
said Gil. “But we do want people to know that we are open and
caring for what they have to say. We send a validation of the
individual’s experience that is also interlaced with a gentle sense
of hope.”
SBRN is purposely narrow in scope, mostly responding to
suicides and violence. The organization is not interested in
duplicating services, but instead collaborates with the people in
the community who are in place already doing their jobs well.
“I think it is a very powerful message when you show up
to help someone – you are not getting paid for it, there is no
reason for you to be there except for the fact that you want
to provide assistance,” said Jina Carvalho, public information
officer for SBRN. “I have seen some painful stuff for sure. But
to be able to help our community feels really good. What we do
is very human and necessary.”
The Future of the Santa Barbara Response Network
In its own way, SBRN has come to terms with the fact that
there is a lot more violence in the world than most people want
to admit. Its response to this realization is to change the climate
of violence by seeing compassion as the antidote. For SBRN,
the future is not just about crisis response, but doing more to
prevent traumatic experiences from happening, getting ahead
of the situation so that the organization is not always coming
from a reactionary position.
“None of us could have prevented the situation that
happened in Isla Vista, but we can do more to influence
our local culture so violent means are not preferred,” said
Gil. “Research shows that exposure to violent situations in
childhood leads to poor health in adulthood, poor earnings in
adulthood, and a shorter life. We want to be interrupters by
pouring compassion on the fire of violence so that we can keep
it from spreading – not just helping the folks who need to heal
from that pain, but also keeping the pain from spreading.”
n sbresponsenetwork.org
Isla Vista Victims Tribute Fund
The Santa Barbara Foundation, in collaboration with Heritage
Oaks Bank, has accepted donations for victims and family
members of students slain in the May 23, 2014 tragedy in
Isla Vista. The Isla Vista Victims Tribute Fund was closed on
August 31, 2014 and all funds transferred to Direct Relief, who
will oversee the distribution of funds in conjunction with a
community-based committee. To date, approximately $70,000
has been raised. For more information, please contact Ashley
Butler at (805) 963-1873 or [email protected].
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Community News (continued)
Child Care Scholarships Promote Early Childhood Education
Understanding the connection between the time children
spend in child care and the opportunity for educational
engagement, the Santa Barbara Foundation continues to
offer funding through the William and Lottie Daniel Fund
for organizations working to ensure that children enter
kindergarten on track and ready to learn.
This year, the foundation supported eight organizations
operating within the THRIVE collaborative to provide
high quality child care services and pre-school programs.
Organizations that received funding include Carpinteria
Children’s Project, Girls Inc. of Carpinteria, Girls Inc. of
Greater Santa Barbara, Isla Vista Youth Projects, Santa Maria
Valley YMCA, St. Mary’s in Santa Maria, St. Vincent’s in
Santa Barbara, and United Boys & Girls Club of Santa
Barbara County. In total, the foundation awarded more than
$290,000 in scholarships, which will provide 71 children with
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The William and Lottie Daniel Fund provides funding for early childhood
education programs offered by organizations such as the Santa Maria
Valley YMCA (top) and Isla Vista Youth Projects (bottom). Photos courtesy
of the Santa Maria Valley YMCA and Isla Vista Youth Projects.
reIMAGINE
| Fall 2014
approximately 157,400 days of enhanced child care.
“Using the generosity of the Daniel Fund, the foundation
is putting a modern day twist on child care opportunities
– eliminating child care as a barrier to employment while
providing quality learning experiences for children and their
families,” said Al Rodriguez, vice president of community
investments for the Santa Barbara Foundation.
“The William and Lottie Daniel Fund scholarships meet
a community need by offering child care funding for working
families who cannot afford to pay in full for child care
services, but will most likely not receive subsidies from the
California Department of Education,” said LuAnn Miller,
executive director for Isla Vista Youth Projects. “Daniel
Fund scholarships level the playing field for a lot of these
children, who would not otherwise be able to access our
services.” Isla Vista Youth Projects has been delivering its early
childhood education programs and integrated family services
to the community since 1971. The organization ensures that
young children are healthy, active learners through a strong
educational curriculum, well-developed wellness policy, and
parent resources that keep the family unit strong.
“Pre-school is not just babysitting – it is an important
part of a child’s early development and the beginning of
their school career,” said LuAnn. “For the first five years,
the neurons and synapses of a child’s brain are firing rapidly
and the child needs to be engaged for the brain to make
these wonderful connections. If children do not have this
opportunity, then the synapses simply do not connect. You can
go back later and try to remediate, but it does not replace these
early learning years.”
Additionally, the Santa Barbara Foundation has partnered
with First 5 Santa Barbara County to develop child care
standards for its grantees so that they might all have the same
level of expectation for and understanding of best child care
practices and parent engagement. Isla Vista Youth Projects has
just initiated an early care and education network, meeting
with kindergarten teachers, principals, and early childhood
education providers in Isla Vista to look at approaches that
focus on English language and social-emotional development.
“We are working with our grantees, not just as entities
receiving funds, but as a cohort of participants in a learning
environment,” said Al. “The result of which will be a
strengthened child care system where the children and their
families are better off in the community.” n
FIELD OF INTEREST FUND
A League of Their Own
Women’s Fund of Santa Barbara Celebrates 10 Years of Collective Giving
community. Most people get it and want to join,” said Nancy.
If simplicity is the ultimate sophistication, then the Women’s
“Now we are at 600+ members, so we are trying to make some
Fund of Santa Barbara has distinguished itself as one of
changes to facilitate growth. Ultimately, all of this is so we can
the most sophisticated giving groups on the Central Coast.
continue making grants in the community.”
Celebrating its 10th anniversary this year, the Women’s Fund
One way the Women’s Fund hopes to grow is through its
has steadfastly held to a single vision: to change lives together.
10-for-10 Challenge, which asks each member to increase
The Women’s Fund was founded in 2004 by Carol Palladini,
her personal donation by 10 percent and to invite a friend to
who like many longtime volunteers had grown weary of
become a member.
traditional nonprofit fundraising efforts. She wanted to design
a new model for philanthropy that
would maximize impact with minimal
effort. The Women’s Fund enables
members to pool their charitable
dollars and vote on grants that
support women, children, and families
in the greater Santa Barbara region.
“As founding chair, I have always
reminded members of the Women’s
Fund to keep it simple,” said Carol.
“Our primary focus is to put grants
into the community where they are
most needed. This collective giving
model allows women to have all of
their money go toward good rather
The Women’s Fund of Santa Barbara celebrates its 10th anniversary. Photo courtesy of the Women’s Fund.
than using their money for events and
fundraisers.”
“Any woman can join,” said Nancy. “If she cannot write a
With 68 original members, the Women’s Fund has since
check for $2,500, she can pull together as many friends as she
grown to more than 600 members and has awarded $4.7
can to get to that mark. There may be some misapprehension
million in grants to 64 local nonprofit organizations to date.
in the community that the Women’s Fund is by invitation only,
While women can join individually for $2,500, friends can also
but that is not the case at all.”
combine their dollars for a group membership and shared vote.
The Women’s Fund is also exploring the possibility of
“In addition to putting large grants into the community, one
providing educational opportunities or seminars to connect
of our major accomplishments over the past 10 years is bringing
women to issues affecting their community.
more women into philanthropic activity,” said Carol. “Even
“We are learning that many of our members are so filled
at small amounts of money, people can participate. It shows
with ideas – they want to get involved and grow,” said Sallie.
that working together, we can accomplish a lot more than
“That energy of women coming together keeps us excited and
individuals working alone.”
helps sustain our growth.”
A decade later, the Women’s Fund leadership team is
A field of interest fund at the Santa Barbara Foundation,
working hard to keep the model simple while meeting the
the Women’s Fund also opened an endowment fund in 2012
needs of its expanding membership. Sallie Coughlin and
to ensure its work will continue in perpetuity. “Without the
Nancy Harter, co-chairs of the 2014-2015 steering committee,
Santa Barbara Foundation’s encouragement, financial aid,
said the team is currently developing a robust electronic
staff assistance, and mentoring, the Women’s Fund could
database and website to manage membership information and
never have come so far so fast,” said Carol. “The foundation’s
communications.
generous partnership is a vital part of our history and success.”
“Carol’s original vision is a simple and elegant concept of
n womensfundsb.org
women pooling their money to have a greater impact in the
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Photo courtesy of
Home Instead Senior Care.
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reIMAGINE
| Fall 2014
Caring For Caregivers
Santa Barbara Foundation Works to Strengthen Long-term Care Safety Net
W
“Caregivers are twice as likely to experience depression
as their non-caregiving peers,” said Mary. “When they are
providing a high level of care, they probably do not get enough
socialization, as friends and family tend to fall away. When it is a
spouse who has a high level of disability, the caregiver is not only
in a caregiving role but they have lost the intimacy they once
shared with their partner. All of this goes into creating the soil
for increased depression for caregivers.”
Often faced with difficult decisions in providing care for their
elders, caregivers are especially susceptible to feelings of guilt.
“What we find over and over again is that guilt is a huge
problem for caregivers,” said Mary. “No matter how much they
are doing and how well they are doing it, guilt is always there
because they cannot make their loved one better or because they
cannot do 100 percent of what might be ideal.”
hile compassion, fortitude, and sacrifice are
common qualities used to describe caregivers, there
is another term that holds equally true: invisible.
“Most of the health care system is focused on the care
recipient, but that needs to expand to see the caregiving unit,”
said Mary Sheridan, executive director of Coast Caregiver
Resource Center, a program of Cottage Rehabilitation Hospital.
“The caregiver is often invisible in the community – nobody
really stops to ask how they are doing or what their health
needs are.”
There are approximately 65.7 million caregivers in the
United States who provide critical support for someone who
is ill, disabled, or aged, according to a study by the National
Alliance for Caregiving and AARP.
“When people think about caregiving, they often think
about a family member or friend helping someone recover from
an episode of acute illness. There is also a growing awareness
of the need for support during the waning years of life,” said
Mary. “What most people do not think about is the five to 20
years between those events when there may be a single family
member or friend who is providing extended care, usually at
home.”
With increasing life expectancy and prevalence of diseases of
aging, as well as diminishing financial resources, the long-term
care system is expected to undergo significant strain. To prepare
for these challenges, the Santa Barbara Foundation recently
accepted proposals for innovative ideas and approaches to
support caregiver needs. The grant awards will be announced in
September 2014.
“Family caregivers are a crucial part of the long-term care
safety net,” said Phylene Wiggins, community investment
officer for the Santa Barbara Foundation. “We want to prepare
our communities for the future by making this important role
easier to step into and navigate through.”
Another common experience caregivers face is ambiguous loss,
a term first used to describe families with military members who
were missing in action. Later, the term was applied to families
who were caring for someone with a cognitive impairment.
“As a culture, we have no rituals and we have no support for
ambiguous loss,” said Mary. “If someone dies, depending on your
culture, there is usually a gathering where people acknowledge
the loss. In the case of ambiguous loss, when a person may be
physically present but not mentally present, there is nothing.”
The Caregiver Burden
Stepping into a caregiver role does not just mean sacrifices of
time and energy, but also managing mental wellbeing.
Supporting Seniors and Their Caregivers
The Central Coast Commission for Senior Citizens, Area
Agency on Aging for San Luis Obispo and Santa Barbara
“The caregiver is often invisible in
the community – nobody really stops
to asks how they are doing or what
their health needs are.”
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Counties is responsible for allocating government funds for
seniors at the local level, advocating for seniors in federal
legislation, and coordinating the efforts of senior service
providers. According to the agency, 51 percent of unpaid
caregivers in Santa Barbara County reported spending 40 or
more hours per week providing assistance.
“Caregivers are the backbone of long-term care services,”
said Joyce Ellen Lippman, executive director of the Central
Coast Commission for Senior Citizens, Area Agency on Aging
for San Luis Obispo and Santa Barbara Counties. “We need
to rally around our caregivers and recognize their significance,
making sure they are safe and taking care of themselves.”
Every two years, the agency publishes a senior resources
guide to help disseminate information on services available for
the nearly 75,000 seniors in Santa Barbara County. Services
such as counseling, support groups, and respite are critical in
alleviating some of the risk factors associated with caregiving.
“Our job is to look at the needs in the community, based
on formal assessments every four or five years, and use federal
and state funds to meet those needs,” said Joyce Ellen. “In our
caregiver surveys, people are responding and saying they do not
even have 10 minutes to themselves. That is why respite is so
important.”
“It is important for caregivers to be able to take time off to
do something that is rejuvenating for them, although often it
is so they can keep a part-time job or attend their own medical
appointments,” said Mary. “Counseling services and support
groups are also important in helping caregivers develop healthy
and realistic perspectives about their experiences.”
“Living until 95 years old is not
impossible today and we need to be
prepared. Caregiving is a part of
that preparation.”
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A Financial Hardship
According to the California Elder Economic Security Index
of 2009, nearly 40 percent of seniors in Santa Barbara and San
Luis Obispo Counties are economically insecure.
“There are people who run out of money because they live so
long. It is a real fear and it is justified,” said Joyce Ellen. “Living
until 95 years old is not impossible today and we need to be
prepared. Caregiving is a part of that preparation.”
Many times, caregivers either have to quit their jobs or cut
back on their employment in order to provide the level of care
that is needed. Not only do they experience an immediate loss
of income, but that translates into a huge loss of income down
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| Fall 2014
the road because they are not contributing as much or anything
at all to their own retirement.
“Somebody who steps up to be a caregiver can experience
severe financial consequences,” said Mary. “An estimate is that
a family caregiver might spend about $5,000 a year in outof-pocket costs related to caregiving not covered by the care
receiver’s insurance.”
When caregivers are stretched too thin, with limited
resources, it can also lead to larger issues such as unintentional
neglect.
“If people have to choose between going to work and
providing care, a lot of people will juggle that ball for as long
as they can. It can lead to neglect,” said Mary. “As mandated
reporters for elder abuse, most of the reports we make have to
deal with unintentional neglect. It is somebody who is running
as fast as they can and cannot keep up with what is needed or is
not recognizing what the parent’s true need is.”
Planning for the Future
While several community organizations are collaborating to
increase support services for caregivers, it is important for seniors
and their families to be proactive in planning for their futures.
“Many seniors do not want to think about aging, and all of
the associated issues,” said Susan Johnson, co-founder of Home
Instead Senior Care of Santa Barbara County. “Frequently
seniors and their families are not prepared for the needs
associated with aging until they reach some sort of crisis. Then,
the senior and the family have to react quickly, figuring out how
they are going to pay for help, who is going to provide the help,
and whether all legal and financial documents are in order.”
Home Instead Senior Care is one example of a private home
care company that offers a wide range of services to support
seniors and their families through the aging process.
“Caregiving is a difficult job because it is emotionally and
physically exhausting,” said Susan. “One service we provide is
respite care for the family caregiver. Family caregivers need to
step out of the role of caregiver on a regular basis. Our help is
designed to support not only seniors and their quality of life, but
also their families.”
In addition to examining their financial resources, an even
more fundamental way people can prepare for their futures is by
embracing healthier habits.
“In all my years, I have never met a senior who said they
wanted to go to a nursing home. They want to be at home and
they want to be as independent as possible,” said Joyce Ellen.
“One of the keys is healthy aging. Yes, seniors are living longer
but too much of that time is with serious disability. With
lifestyle changes throughout the life span we can make these
years healthier and safer. This may help both the caregiver
and the care receiver in their efforts to maintain a safe level of
independence.” n
AGENCY ENDOWMENT FUND
Serving With a Smile
Santa Barbara Meals on Wheels Delivers Independence One Meal at a Time
What can be counted on 365 days a year? Delivered fresh
and nutritious, seasoned with a smile and a kind word – it is a
meal from Santa Barbara Meals on Wheels.
Santa Barbara Meals on Wheels is an independent,
volunteer-based nonprofit organization that has served the
community since 1971. Two local volunteers, Madeline Blickley
and Lilla Burgess, started the program to serve residents in the
city of Santa Barbara. From its humble beginning of 18 clients
and two volunteer drivers, the organization has since grown
to 90 volunteer drivers who bring hot meals to more than
250 clients each year. In 2013, 34,000 meals were delivered to
seniors, as well as homebound and disabled residents.
Leanna Miller joined the organization in 1976 as a parttime program administrator, and has continued in that role for
38 years. A self-described organizer, she sums up her role as
keeping track of everyone and everything. “I am the connection
between the volunteers and the clients,” she said.
Longevity is not just unique to Leanna. Each year at the
organization’s volunteer appreciation dinner, many are honored
for service that extends for a decade or more. In fact, just this
past year, local resident Kathleen Peters was hailed for her 35
years of service.
Leanna describes the organization as a wheel. “The
administrator is the hub, the board members are the spokes, and
our volunteer drivers are the rim that keeps the wheel going,”
she said. When asked, each volunteer gives the same reason for
working at Santa Barbara Meals on Wheels. Each one feels
the rewards they get keep coming back to them; everyone gets
much more than they give.
For many clients, particularly seniors, the hot meal (prepared
by Valle Verde retirement home) is more than just sustenance –
it represents a way to live independently with dignity at home,
while also providing a daily social connection. “Our drivers are
special people – they know the clients and care about them,”
said Leanna. “We act as a daily safety check because we are very
familiar with clients’ habits. If something looks wrong or out
of place, or the client does not seem well, our volunteers can
call 911 and request assistance. Additionally, meals for those on
specially prescribed diets can be delivered – and of course, the
holiday meals are always extra special.”
Board President Dee Smith joined Santa Barbara Meals
on Wheels in 2003, when she was new to Santa Barbara
and looking to get involved in the community. “I quickly
fell in love with the work and the clients,” said Dee. “The
volunteers directly fulfill the mission of the organization – to
Santa Barbara Meals on Wheels delivers hot meals to more than 250
clients each year. Photo courtesy of Santa Barbara Meals on Wheels.
help those who cannot cook or shop for themselves maintain
independence in their own homes.”
As in all nonprofit organizations, the Santa Barbara Meals
on Wheels Board of Directors sets the tone and direction
for the agency. “The board is a working board – everyone
has a specific job,” said Leanna. Dee echoed this sentiment
by adding, “We have looked at our mission and operations
very carefully over the years and have been very intentional
about staying focused and committed to our purpose and to
doing our work well.” To that end, the board has maintained
a business model that has worked successfully over many
decades. Agency overhead is kept very low and clients pay
a small fee toward the cost of the meal with the remainder
subsidized through a combination of grants and private
donations.
According to Dee, in 2013, the board looked at their
financial operations and wanted to make some changes. One
change involved diversifying their investments and setting up
an endowment fund at the Santa Barbara Foundation. “The
foundation is a well regarded institution and we wanted to
leverage its expertise and assistance,” said Dee. She mentioned
that the organization had recently received a thoughtful
bequest, part of which, would be added to the endowment.
Committed volunteers, a thoughtful board, and a focused
mission all serve to advance the work of Santa Barbara Meals
on Wheels as they deliver independence one meal at a time.
n mealsonwheelssb.org
11
DONOR ADVISED FUND
To the Ends
of the Earth
Anonymous Donor Sets Up Fund
to Support International Giving
The Tibetan Village Project and Machik are two organizations working to address social issues in Tibet. Photo courtesy of the Tibetan Village Project.
O
12
nce while traveling in San Luis Obispo County,
Jack met a farmer toiling over the sun-beaten earth.
Though the farmer earned modest wages, he gave
half of his income to charity each year. The encounter inspired
Jack, who vowed to one day follow the farmer’s example.
“It started with some funds that came in unexpectedly. I
felt that they should be put to charitable use, but needed more
time to search for how that money would be distributed,” said
Jack, who wishes to remain anonymous. “A donor advised fund
was the perfect vehicle.”
Named after one of America’s founding fathers and an
early proponent of civil rights, the Thomas Paine Fund was
established in 2006 as a donor advised fund at the Santa
Barbara Foundation. Jack and the fund’s advisers focus their
giving on humanitarian efforts around the world.
“Thomas Paine’s writings were a shining light for the world,
and we are trying to continue spreading that light on a global
scale,” said Jack. “Many of the problems in the third world are
problems we in the first world have contributed to – whether
climate generated or political – and often we are not there to
pick up the pieces. Through the fund, we are reaching out to
reIMAGINE
| Fall 2014
places where either we can make a significant difference, or we
feel we have caused or supported a negative situation that we
would like to help correct.”
To date, the Thomas Paine Fund has made generous
contributions to the organizations featured in the following
pages – the Tibetan Village Project, Machik, Afghanistan
Dental Relief Project, and Friendship Office of the Americas –
all of which Jack first learned about in Santa Barbara.
“Santa Barbara is a hub for international concerns,” said Jack.
“There are a lot of nonprofits reaching out through this city.
I learned about many of the organizations we support right
here in town – at the Faulkner Gallery, in the Santa Barbara
Independent, at the farmers market, and at UC Santa Barbara.”
Committed to ongoing research about organizations that are
doing critical and groundbreaking work, Jack encourages others
to be strategic in their philanthropy as well.
“A lot of people like to give to the feel-good causes.
But if you want to make a difference in the world, look
at organizations deeply, look at what they are actually
accomplishing, and look at what their critics say,” said Jack.
“Be brave. Be wise.”
Tibetan Village Project
While studying at the University of Colorado at Boulder
in 2001, Tamdin Wangdu learned that his father had died of
acute stomach pain in his home town of Drikung, Tibet. He
believes that basic medical knowledge could have spared his
father’s life, but there was not a single health care worker in
his village and the nearest hospital was five hours away.
“I was devastated to learn of my father’s death, and I
decided to do something,” said Tamdin. “At that point, it was
quite simple. I just wanted to save somebody else’s life, so I
decided to build a small clinic next to my village.”
In memory of his father and with community support,
Tamdin raised enough money for the clinic. In time, one clinic
turned into five clinics that have treated more than 15,000
Tibetans. Though the clinics are simple – some have just a
room, a bed, and a midwife – they have made the difference
between living and dying for many people.
The Tibetan Village Project is one of a handful of
organizations working to address social change on the plateau.
Focused on the areas of social entrepreneurship and education,
the organization’s work hinges on a bottom-up approach that
empowers local Tibetans to serve as project coordinators for
small-scale initiatives.
“It really comes down to local knowledge and language
skills. A lot of international NGOs come to Tibet, but it takes
a long time to understand the situation and culture,” said
Tamdin. “The local approach – getting people involved and
coming up with solutions together – has tremendous value.”
One example of social entrepreneurship in action is the
story of a woman named Chuodon, who never had the
chance to go to school and still cannot read or write. With a
microloan and mentorship from the Tibetan Village Project,
she transformed her weaving and handicraft skills into a
successful business that currently employs nearly 360 women.
“It is difficult to bring foreign aid into Tibet because of
political sensitivity, so we use business as a way to address
social issues on the plateau,” said Tamdin. “Chuodon is
creating a tremendous job opportunity for herself and for
hundreds of women. These women now have income to
support themselves and can also send their kids to school.”
Believing that education is critical to the region’s future, the
Tibetan Village Project is currently working to provide college
scholarships for 100 students.
“Some villagers survive on $1 per day. When you have a
family with three or four children, it is impossible to send your
kids to school,” said Tamdin. “Many of the students we are
helping are the first in their families to go to college.”
Tamdin tries to visit Santa Barbara each year, sharing his
story with the philanthropically active community. It was
through a presentation he gave at the Faulkner Gallery several
years ago that the Thomas Paine Fund’s anonymous donor first
learned about the Tibetan Village Project.
“I never imagined I would be doing this work full-time, or
that so many people would share this vision,” said Tamdin. “I
feel very fortunate to be able to give back to my people.”
n tibetanvillageproject.org
Machik
Losang and Tashi Rabgey’s parents were born in Tibet,
eventually immigrating to Canada where they raised their
daughters. When their parents received a letter in 1998 from
their hometown in Kham, asking for assistance to build a
primary school, the family did not hesitate to help.
“My parents are retired factory workers. They decided to
send my father’s entire retirement savings to build the school,”
said Losang. “The whole thing started as a labor of love.”
The Chungba Primary School opened its doors in 2002
to 210 students, most of whom were the children of illiterate
nomads and farmers. In its first year of operation, the students
placed first on a standardized Tibetan exam in a county of 53
schools. The local authorities were incredulous and retested the
students, who scored even higher the second time.
Machik is a nonprofit group focused on strengthening education and
opportunities for rural Tibetans. Photo courtesy of Machik.
“We did not test for the so-called ‘best’ students. We simply
opened the door to all the parents who wanted their kids
to have the opportunity to learn,” said Losang. “For many
reasons, above all the hard work of the teachers, the dedication
of the parents, the diligence of the students, and the care of
supporters, this school has become a model for world-class
education in a region of about one million Tibetans.”
Continuing to rank first in its county in subsequent years,
the new school is led by 25 teachers and includes several
classrooms, two greenhouses with organic vegetables, a twokilometer clean water pipe system, and a trilingual library.
13
Additionally, the school established the first Parent Teacher
Association in the county. Many of Chungba’s original
graduating class recently completed high school and will
attend a variety of universities this fall.
“This is the first generation in the history of this village
to ever get this far, and more than half of the students are
girls,” said Losang. “The real impact is not that these kids are
educated, but what they will do with that education. We have
taught and encouraged values such as service, community, and
self-empowerment, and we hope they will pay it forward. That
is what we are most excited about.”
Understanding the vast potential of the millions of people
who inhabit the Tibetan Plateau, Losang and Tashi continue
to grow this work through Machik, a nonprofit group whose
mission is to incubate social innovation in Tibet. With the
Chungba Primary School at the heart of its efforts, Machik
has expanded its work to six areas including The Chungba
Project, Summer Enrichment Programs, Women’s Initiative,
Youth Leadership, Social Entrepreneurship, and Governance.
“All of the work we are doing began in a truly organic way
that has continued for the last 16 years. It is not glamorous
work, but the impact is real. Deep community change takes
commitment over the long haul, really looking at the details of
local communities and building trust,” said Losang. “Growing
up in a working class family, my sister and I feel very fortunate
for the education and opportunities we have received. We feel
a very strong sense of service to others.”
In an increasingly interconnected world, Machik is hopeful
that more people will turn their attention to international
giving. Losang and Tashi believe that people are stronger
when they serve other people.
“We are enormously grateful to our anonymous supporter,
who has been giving generously through the Santa Barbara
Foundation, and thankful to the foundation for facilitating the
process,” said Losang. “Despite the many challenges ahead of
us, the kindness and generosity of people around the world
gives us hope for the future.” n machik.org
14
Afghanistan Dental Relief Project
While visiting an orphanage in Afghanistan in 2003,
Santa Barbara dentist James Rolfe discovered that many local
citizens were on the verge of death because they lacked basic
dental care. During their treatment, he enlisted young orphans
to help, and found that they had many hidden talents.
“I had never seen people who were so debilitated by their
teeth, and I was overwhelmed,” said James. “At the same time,
I saw that the Afghan orphans were very capable. Living in
that kind of war-torn environment produces people who have
a lot of stamina. They are really intelligent, they have a lot of
abilities, and they can survive on almost nothing.”
James returned home, determined to launch the
reIMAGINE
| Fall 2014
The Afghanistan Dental Relief Project aims to provide dental care in a
war-torn country lacking many basic needs. Photos courtesy of ADRP.
Afghanistan Dental Relief Project to help Afghans gain access
to quality dental care. He gathered a few 40-foot shipping
containers and set about converting them into modern dental
facilities with chairs, x-ray machines, plumbing, and electricity.
He shipped the containers at his own expense to a site in
Kabul donated by an Afghan-American family, giving rise to
the Kabul Dental Clinic and Training Center.
On subsequent trips to Afghanistan, James hired a local
dentist and nurse, teaching them to properly use and sterilize
their new equipment. He also launched a training program
for dental hygienists, laboratory technicians, and assistants
– resulting in the country’s first trained technicians – and
continues to recruit volunteers from around the world to take
shifts in the dental clinic. Together, the clinic and training
center have treated more than 100,000 poor Afghans for free.
While James tries to secure enough funding to build a
permanent teaching institution in Afghanistan, he is currently
working to create a larger clinic from two shipping containers.
Three shipping containers filled with $2 million worth of
dental supplies are ready to ship from Santa Barbara to equip
this clinic.
“The average age in Afghanistan is 14 years old. Building
a school can provide young men and women with technical
training so they can fulfill their own lives and help the country
get back on its feet,” said James. “With the United States
currently in the process of removing itself from almost 12
years in Afghanistan, it is critical that we look at ways to help
the country rebuild its infrastructure.”
Though he has dodged a car bomb, been scammed by local
officials, and overcome numerous obstacles to ship supplies
to Afghanistan, James said the most challenging part of his
work is simply getting support for the project. One of the few
contributors to this project has been the Thomas Paine Fund.
“The hardest part of my job is trying to convince people
to support the reconstruction of Afghanistan,” said James.
“Without people working there and trying to get the
country back on its feet, I do not think there is any hope for
Afghanistan to become even a third world country again. We
cannot expect the Afghans to rebuild the country themselves
– that is like expecting a person who is sick to heal themselves
without the benefit of a physician, hospital, or medicine.”
Continuing to work 115 hours a week at 75 years old, James
has poured his time and life savings into the Afghanistan
Dental Relief Project. In 2010, James was honored with the
National Award for Citizen Diplomacy.
“I cannot do everything, but I can do something,”
said James. “I think we are all capable of more than we
acknowledge. If we look to our hearts and make our dreams
manifest, the whole world will change.” n adrpinc.org
Honduras Accompaniment Project
On July 3, 2014, a parish truck traveling through Honduras
was intercepted by armed men who threatened to kill the
priests inside, both of whom were granted protective measures
by the Inter-American Commission on Human Rights.
Fortunately, the priests were traveling with members of the
Honduras Accompaniment Project (PROAH), a program
that works to deflect targeted attacks against human rights
defenders by providing international accompaniment.
The presence of PROAH, along with the mobilization of
international pressure, helped to save the priests’ lives.
“According to the United Nations, Honduras is currently
the most dangerous country in the world outside of active
war zones,” said Jenny Atlee, PROAH program coordinator
for the Friendship Office of the Americas. “Accompaniment
is a strategy that has been developed over the last decades in
Central America to protect human rights defenders at risk
from state-sponsored terror.”
The human rights crisis in Honduras was spurred by
the 2009 coup d’état, during which the military ousted the
democratically elected president. The country’s new regime
systematically violated many individual and collective human
rights, and began a campaign of repression targeting social
movements, peasants, indigenous communities, journalists,
attorneys, and human rights defenders.
“In the years following the coup, Honduras has suffered
a human rights crisis resulting in levels of political violence
unseen since the tragic wars of the 1980s in Central America,”
said Jenny. “We continue to witness an undeclared war against
communities that are peacefully defending their human and
environmental rights from economic and military elites.”
In 2013, PROAH placed 12 accompaniers from seven
countries into Honduras. Accompaniers are volunteers who
have received extensive training to work in conflict zones.
In addition to safeguarding human rights workers, PROAH
aims to disseminate reliable information to the international
community in the midst of a Honduran news blackout.
“Few people have enough background to understand the
root causes of the current crisis. Volunteers with PROAH
witness firsthand what is happening and can talk about that
reality,” said Jenny. “Our partners tell us that PROAH’s
international presence is making a difference by demanding
accountability for human rights violations and working to
influence United States policy.”
While five years of escalating violence have resulted in large
numbers of refugees fleeing the country, human rights workers
see glimmers of hope in the many Honduran citizens who stay
and fight for their rights.
“Despite incredible risk and targeted violence, I think the
insistence of the poor, peasant, and indigenous communities
in standing up for themselves is a sign of hope,” said Jenny.
“They know their rights and the international conventions that
back up their rights. With courage and determination, they
continue to show up every day, very quietly and very carefully
working to defend their land, natural resources, and people.”
n friendshipamericas.org
The Honduras Accompaniment Project works to deflect targeted attacks
against human rights defenders. Photo courtesy of PROAH.
15
ANNUAL REPORT
Stewarding the Foundation’s Assets
Minding Entrusted Resources to Maximize Community Impact
The endowment of the Santa Barbara Foundation is invested under the direction of its Board of Trustees, assisted by the
foundation’s Investment Committee, a nationally recognized investment adviser, and experienced foundation staff. Cognizant of the
turbulent nature of today’s financial markets, the foundation employs a long range investment strategy that is diversified across asset
classes. The investment portfolio is structured to preserve capital, allow for growth, and prudently manage risk. A stable income
stream is generated, which permits the foundation to continue to fulfill its mission in the community.
FUNDRAISING
STEWARDSHIP
GRANTMAKING
Acquire
Advise
Administer
Manage
Invest
Sustain
Fund
Advocate
Support
DONORS
$19.8 Million Received
2,289 Donors
SANTA BARBARA FOUNDATION
ASSETS - 2013
$320 Million
10-Year History of Assets,
Contributions, and Grants
$50 M
The Santa Barbara Foundation is a steward and grantmaker,
aiming to maximize philanthropy in Santa Barbara County.
Doing so means maintaining a high standard of investment
management, sustaining a long-term perspective, and
preserving its assets.
$30 M
$40 M
$20 M
$10 M
$0
2004
$350 M
$35 M
$300 M
$30 M
$250 M
$25 M
$200 M
$20 M
$150 M
$15 M
$100 M
$10 M
ASSETS
$50 M
16
$0
2004
2005
reIMAGINE
| Fall 2014
2006
2007
2008
2009
2010
NONPROFITS
$22.3 Million Awarded
2,416 Grants
2011
2012
CONTRIBUTIONS
2005
2006
2007
2008
2009
2010
$0
2004
2012
2013
GRANTS
$5 M
2013
2011
2005
2006
2007
2008
2009
2010
2011
2012
2013
Average Annualized Investment Return
15
The Santa Barbara Foundation employs long-term investment strategies and sound financial principles to ensure that the
philanthropic contributions entrusted to it last forever and that the foundation makes available the maximum dollars possible for
grantmaking.
13.3%
12
9.89%
9
7.27%
6
6.44%
3
Net of investment related
fees as of 6/30/14.
0
1 Year
3 Years
5 Years
10 Years
Asset Allocation Policy
The assets of the long-term endowment portfolio include not only traditional stock and bond investments, but participation
in private equity, real assets, and hedge funds. Diversification among multiple asset classes helps to reduce the volatility of the
foundation’s endowment and moderate market risk.
3.5%
Investment Grade Fixed Income
Other Fixed Income
10.0%
U.S. Equity
Non-U.S. Equity
28.5%
10.0%
Hedge Funds
Private Equity
Real Estate
15.0%
7.0%
26.0%
17
ANNUAL REPORT
Funds at the Foundation
Celebrating More Than 300 Individual and Collective Funds at the Foundation
Donor Advised Funds
18
Jack & Dotsy Adams Fund
Aizenstat/Hansen Family Fund
Anapamu Fund
Animal Rescue Fund of Santa Barbara
Laurie Ashton and Lynn Sarko Fund
Don and Susan Bennett Family Fund
Peter & Linda Beuret Fund
Dr. Howard R. Bierman and Anthony (Andy) Granatelli Fund
Blythewood Family Trust Fund
Russell and Suzanne Bock Fund
Barbara Bradley Fund
Lucky Fund
Brightpath Wealth Charitable Fund
Karen & Peter Brill Family Fund
Browne Family Fund
Kent and Lauren Burton, Trustees of K&L Burton Family Trust
Campbell Family Fund
Julie L. Capritto Fund
Carter Fund
Case Family Charitable Fund
Robin Hill Cederlof Fund
Chirman Family Fund
Church at the Crossroads Scholarship Fund
Herbert M. Cole and Shelley L. Cole Fund
Cox Cares Fund
Joan and Roger Craton Donor Advised Fund
Gwen Taylor Dawson Fund
Nancy de L’Arbre Fund
Mr. John DeGroot Fund
Dellanina Family Trust Fund
Dongieux Family Fund
Suzanne Sumerlin Duca Donor Advised Fund
Elaine M. Duffens Fund
Robert Duncan Economics/History Fund
Terry and Sally Eagle Fund
Eternal Investments Fund
Michelle Falvey Memorial Fund
Fox Family Fund
Friden Family Fund
Gainey Family Fund
Patricia M. Gainey (Tish Gainey) Fund
Gallo Family Fund
Paul & Mary Genis Fund
Gertman Family Fund
Ghana Village of Life Fund
Judy & Frank Ghezzi Fund
Frank and Joseph Gila Fund
Barry and Norris Goss Fund
Mr. & Mrs. Robert P. Gowing Fund
Ed Graper Fund
Gary and Susan Miles Gulbransen Family Fund
reIMAGINE
| Fall 2014
Nancy Gunzberg Fund
Haight Family Fund
Dr. M. Elizabeth Halloran Fund
Dorothea B. Hawes Family Fund
Diane Hester and Ray Hester Fund
Stephen M. & Patricia D. Hicks Fund
Hutton Parker Foundation Fund
Jerry & Jackie Inskeep Fund
Mr. and Mrs. Robert T. Isham, Jr. Fund
Mr. Palmer G. Jackson, Jr. Fund
Diane and Don Jackson Fund
Steven L. Karan Fund
Peter & Martha Karoff Donor Advised Fund
Marjorie Kenyon Fund
Kiefer-Roberts Family Fund
Diane and Kieran Adam Fund
Kirby Foundation Fund (in Memory of Bob Kirby)
Mr. and Mrs. William H. Kistler Fund
Donald & Sharon Lafler Charitable Fund
David and Tracy Larson Fund
Dr. and Mrs. Robert G. Logan Fund
Jon & Lillian Lovelace Fund
Steve and Cindy Lyons Fund
Mr. and Mrs. John R. Mackall Fund
MacMurray Family Fund
Michael and Nancy Martz Fund
Barbara and Ernest Marx Fund
The Tina Hansen McEnroe Education Fund
Howard and Nancy Mel Fund
Mary G. Miranda Fund for Youth
Esperanza: Prof. Antonio R. & Margarita O. Molina Charitable Fund
Montecito Bank and Trust Fund
Mr. Carlisle M. and Mrs. Rhoda B. Moore Fund
Eleanor Moore Fund
Morouse Family Fund
Dr. Peter L. Morris Endowed Fund
Ryan & Sarah Muzzy Family Fund
Brasch and Nanning Family Fund
Jack and Gretchen Norqual Foundation
Hollis Norris Adobe Fund
Hollis Norris Endowed Fund
Nancy Even and Joel Ohlgren Fund
Thomas Paine Fund
Perrin Family Foundation Fund
Bruno and Martha Pilorz Fund
Pittman and Strickfaden Family Fund
Play It Forward Fund
Plumer Family Fund
Posada Family Fund
Power Lead Trust Fund
Skip and Sally Prusia Fund
Garland & Brenda Reiter Family Foundation Fund
Funds at the Foundation (continued)
Ted Rhodes and Joan Pascal Fund
Rieffel Charitable Fund
Marshall A. Rose Fund
Ryan Taylor College Readiness Fund
The Jim Ryerson Environmental Foundation Fund
Ken and Jo Saxon Fund
Scalapino Family Fund
Richard L. and Maryan S. Schall Fund
Schlosser Family Fund
The Randolph and Patricia Scott Family Fund
Sheldon Charitable Fund
Skinner Family Fund
Connie J. Smith Fund
Mary Smith Fund
SOCKES (Student Opportunity for Catholic Knowledge and
Education Scholarship) Fund
Judith Stapelmann Fund
Starfish Housing Committee Fund
Sternin Family Fund
Joel F. & Alice Bliss Studebaker Fund
Sunny Bank Charitable Trust Fund
Mr. and Mrs. Robert G. Thompson Fund
Walter J. and Holly O. Thomson Fund
Thor Dellabarca Memorial Fund
Mrs. Carolyn D. Thresher Fund
Ina Tornallyay
Mr. Michael Towbes Fund
Poomer Fund for Anne Smith Towbes
Michael Towbes Fund
Robert H. and Inge M. Uphoff Fund
The V.E.T.S. Fund (Veterans Education Training & Service)
Vista Fund
Margaret Waller Fund
Warner-Arnett Family Fund
Barbara Delaune Warren Fund
Mr. James R. Warren Fund
Nicholas and Patricia Weber Fund
Steve and Suzanne Weintraub Fund
Weller Charitable Fund
Brett and Danielle White Donor Advised Fund
Donald J. & Alice L. Willfong Fund
Michael and Diane Wondolowski Fund
World Dance Santa Barbara Fund
Mr. Clifford Wright, Jr. Fund
Mr. Gordon R. Wright Fund
Yager Donor Advised Fund
Linda Seltzer Yawitz Fund
Mr. and Mrs. Kenneth R. Ziegler Fund
The Zimmer Fund
Anonymous (38)
Donor Designated Funds
Rodney C. Bond Electric Education Scholarship Designated Fund
Maurice L. and Florence Pfeiler Boyd Fund
Christopher Carroll Fund
Curletti Family Fund
Charlotte Doyle Davis Fund
Ethel V. Dieterich Fund
Yvonne Dibblee Donohoe Fund
Edward Robert Doty Fund
Santa Barbara Flag Project Endowment Fund
William S. Gill Scholarship Fund
Mercedes L. Gutierrez Fund
Thomas E. Hugunin and Elenore H. Hugunin Endowment Fund
John & Peggy Maximus Fund for Santa Barbara Museum of Art
John & Peggy Maximus Fund for SB Museum of Natural History
John & Peggy Maximus Fund for Santa Barbara Public Library
John & Peggy Maximus Fund for Music Academy of the West
Charles W. & Margaret F. Morrice Fund
Preston and Sterling Morton Fund
One Santa Barbara, One Nation Fund
Alfred and Rosalind Perlman Trust Fund
George and Marlene Riemer Fund for Hillside House
George and Marlene Riemer Fund for Cottage Hospital
George and Marlene Riemer Fund for the Santa Barbara Rescue Mission
C. William Schlosser Fund
Sophia Morton Fund
Winona Fund for Community Arts Music Association Fund
Field of Interest Funds
Access Theatre Endowment Fund
The Asclepian Foundation of Western Medicine Fund
Friends of the Los Alamos Public Library Fund
i.am.angel Foundation
Ballentine Fund
Slosser Fund for Nonprofit Collaboration
The Cleo Purdy Fund for Early Childhood Education &
English Language Proficiency
William and Lottie Daniel Childcare Fund
Robert O. Dougan Fund
The Eleos Foundation Fund
Energy Partners Fund
Gwendolyn M. Floro Fund
Global Neighborhood Fund
Guadalupe Kids Come First Foundation
William F. Gunnerson Fund
Gilbert V. Hamilton Fund
Hutton Parker Foundation Fund
KDB Fund
Anette La Hough Fund
Emily Lawrence Newton Fund
Landscapes, Ecosystems, Agriculture, & Food Initiative (LEAF)
May Lindgren Fund
Mission and State
Louise F. Mollath Fund
Naomi Fund for Seniors
Otis M. Williams & Evelyn Freeman Williams Fund
Pacifica Graduate Institute Fund
Pomegranate Arts Fund
Ava P. Richards Fund
19
ANNUAL REPORT
Funds at the Foundation (continued)
Mildred G. Federico Fund
Lutah Maria Riggs Society Fund
Sage Associates Fund
Santa Barbara County Natural Disaster Emergency Fund
SBNC Project Fund
Madeline Verga Schroll Fund
Patricia Sharpsteen Fund
Santa Maria Arts Fund
Robert K. and Barbara J. Straus Fund
Social Venture Partners Santa Barbara
Tri-Counties Blood Bank Field of Interest Fund
Towbes Fund for the Performing Arts
THRIVE Carpinteria
THRIVE Guadalupe
THRIVE General
THRIVE Isla Vista
THRIVE Santa Maria
THRIVE Westside
Women’s Fund of Northern Santa Barbara County
Women’s Fund of Santa Barbara
Women’s Fund of Santa Barbara Endowment Fund
Student Aid Funds
20
Sherman and Elizabeth Asche Memorial Scholarship Fund
Isabel Hayden Bartolome Student Loan Fund
Santa Barbara Boys Choir Scholarship Fund
Breitling College Visit Scholarship Fund
Rubie Burton Fund
Harry Chanson Music Scholarship Fund
Norton R. and Maude Ellen Cowden Income Trust Fund
Creative Writing Scholarship Fund
Fleischmann Award Fund
Gwendolyn M. Floro Fund
Jake Gimbel Trust
George H. and Olive J. Griffiths Memorial Scholarship Fund
Gilbert V. Hamilton Fund
Norma & Norman Hansen Scholarship Fund
Barbara L. Heimlich Fund
S. Jordan Family Fund
Ruth and Walter C. Klass Scholarship Fund
Lillian B. Smith Student Aid Fund
David E. Maccianti Memorial Scholarship Fund
John & Peggy Maximus Fund for Foster Care Students Fund
Ida M. Meier Scholarship Fund
Musicians’ Union Fund
Mary K. and Edith Pillsbury Foundation Fund
The Nancy and David Potter Scholarship Fund
P. Paul and Pauline B. Riparetti Medical Scholarship Fund
Santa Barbara Foundation Music Scholarship Fund
Santa Barbara Foundation Scholarship Fund
Harold R. Schwalenberg Memorial Fund
Siefe Family Loan Fund
General Student Aid Fund
The Toporeck Family Student Aid Fund
Edica Mary Uccello Scholarship Fund
reIMAGINE
| Fall 2014
Valley Community Hospital Auxiliary Fund
Barbara J. Wright & Phyllis E. Zimmerman Scholarship Fund
Supporting Organizations
Highland Santa Barbara Foundation Inc.
Incredible Children’s Art Network General Fund
The Orfalea Foundation
Agency Endowment Funds
All for Animals Endowment Fund
Peggy Bergmann PYFC Endowment Fund
Carpinteria Rotary Charitable Foundation
CSSA Endowment Fund
Domestic Violence Solutions Fund
Friends of the Fiscalini Ranch Preserve Endowment Fund
Foodbank SBC Fund
GenSpan Foundation Fund
Girls Incorporated of Carpinteria Endowment Fund
Good Samaritan Shelter Endowment Fund
Holderman Endowment for La Patera School Fund
Hillside House Board Fund
Hillside House Endowment Fund
Hillside House Management Fund
Santa Ynez Valley Humane Society Endowment Fund
Santa Barbara Meals on Wheels, Inc. Endowment Fund
Morning Rotary of Carpinteria Charitable Foundation, Inc.
Northern Santa Barbara County United Way Endowment Fund
Partners in Education/Computers for Families Fund
People for Leisure and Youth Fund
Santa Barbara Center for the Performing Arts Endowment Fund
Santa Barbara Choral Society Endowment Fund
Santa Barbara Education Foundation Fund
Santa Maria Breakfast Rotary Foundation
Santa Maria Valley YMCA Foundation Fund
Senior Programs of Santa Barbara
Storyteller’s Managed Equity Portfolio Fund
Student Art Fund
Rotary Club of Santa Barbara Sunrise Charitable Foundation
Teddy Bear Cancer Foundation Endowment Fund
The Endowment for Youth Committee Fund
Legacy Society
Honoring the Visionaries Who Continue to Advance the Foundation’s Work
Ruth Appleby*
Lucy Birzis*
Mary A. Boardman*
Dr. Robert L. Brigden*
Mary Louise Case*
Nevill M. J.* and Patricia Cramer
Yvonne Dibblee Donohoe* Fund
Mercedes H. Eichholz*
Gwendolyn M. Floro*
Helena G. Hale*
Barbara L. Heimlich*
Henry C. Huglin*
Elenore H.* and Thomas E.* Hugunin
Ms. Ellen G. Keeter
Otto Korntheuer*
Jon* and Lillian Lovelace
Nancy B. Marston*
Glenn Mathews* Family Trust,
Linda Mathews TTEE
Rose* and Arthur* Miller
Nadine Moreland*
David F. Myrick*
Cleo Purdy*
Dr. P. Paul* and Mrs. Pauline B.* Riparetti
Dr. Arent* and Jean Schuyler
Jean Steinhardt*
Robert D. Van Note*
Alvin* and Cecilia Walker
Alice L. Willfong*
Robert K. Woolf*
Elizabeth Youker*
Fred A. Zannon*
Dr. Albert B. Zech*
Phyllis E. Zimmerman*
Joe and Fran Adams
Leni Fe Bland
David and Lyn Anderson
William Baker
Isabel Bartolome
Donald and Susan Bennett Family Fund
Russell* and Suzanne Bock
The Bradbury Family Trust
Heather Brodhead
Helen J. Brown
Katherine* and Dean* Brown
Robert* and Patricia Burk
George Burtness
William Burtness
Janet Lea Campbell
Cleveland* and Deborah Clayton
Patricia and Charles* Cleek
Patricia A. Corn
Gwendolyn “Wendy” Currier
Linda Deeter
William Denneen
Beverly Donaldson
Dorothy and George Elerding
V. Donnovan Field
Larry and Sarah Flinkingshelt
Dennis and Patty Forster
Kerin and Eric* Friden
Erik and Judy Frost
Daniel Gainey
Dr. Ronald V. and Andrea M. Gallo
Dr. Daniel and Jean Gibson
Catherine Giumini
Neva Glenn
Denny* Goodchild Family / Linda Goodchild
Dr. Howard R. Bierman* and
Anthony (Andy) Granatelli
Marylinn S. Green
Dinah Griego
Mike* and Angie Guerra
Norman and Jane Habermann
Marie-Paule and Laszlo* Hajdu
Lorraine Hansen
Norma E. and Norman B.* Hansen
Penelope Lockridge Hartnell
Ed* and Mary Harvey
Stephen and Toni Haselton
Helen Haskell
Stan and Betty Hatch
Denise Hinkle and Don Taylor
Robert and Eileen Holloway
Joy Holman
Preston Hotchkis
Jim and Shirley Ann Hurley
Drs. Karin and W. Blake Jamison
Kenneth and Frances Jewesson
Dion J.W. Luebke and Anthony M.L. Luebke
Nancy K. Johnson
Fred and Emmy Keller
Lynn P. Kirst and Lynn R. Matteson
William H. Kistler
Walter C. Klass
Lawrence and Nancy Koppelman
Cliff and Thelma* Lambert
David Landecker
Edward and Janice Lewis
Paul Lewis
Dr. Robert and Mary Ellen Logan
Carrie MacDonald
Bill and Nyna Mahan
Mal and Karen McElwain
Paul and Tina McEnroe
Dr. James and Chris McNamara
Warren and Marlene Miller
Ron and Mary Nanning
Marianne Nelson
Jane Gottlieb and David Obst
Russee Parvin
Mark Paulsen
Anna C. Pedotti
The Jack Perrin Foundation Fund
Julie and Alex Posada
Harold and Delores* Purdy
Jennie Quan (Tenzin Kyinzom)
Drs. Ann and Mike Rice
George and Marlene Riemer
Ken and Jo Saxon
Richard and Maryan Schall
C. William* and Nancy Schlosser
Vincent and Angela Siefe
Clifford R. Silliman
Chuck and Stephanie Slosser
Connie J. Smith
Jack and Judy Stapelmann
Kay and Frank Stevens
K. Martin Stevenson
Vincent and Frances Stock
Nancy and Jim Taylor
Barbara E. Tellefson
Walter* and Mary Jean Thomson
Harold* and Jeanne Thornton
George Thurlow and Denise Eschardies
Anne and Michael Towbes
Lila Trachtenberg and George Handler
Sam and Sandra Tyler
Jo Beth Van Gelderen, Ph.D.
Winfred Van Wingerden
Edward and Barbara Vernon
Margaret M. Waller
Bettine* and Lawrence Wallin
Robert and Eleanor Ward
Jennifer Wells
Edwin A. and Mary J. Weston
C. Dana White
Mark Wienke and Nancy R. Cohen
Dr. Carl and Carolyn Williams
Parmele and Frank Williams
Helen Williams
Christel J. Bejenke, M.D. and
George J. Wittenstein, M.D.
Taylor and Barbara Woodward
E. Pia Woolverton
Don and Eleanor Ziehl
*Deceased
21
ANNUAL REPORT
Contributors
Recognizing More Than 500 Donors Who Gave to the Foundation in 2013
22
2 Amigos Auto Repair
Stephen L. Abbott
Diane Adam
John Adam
Peter D. Adams
Susan G. Adams
Joseph S. Airey
Joseph V. Alarid
Lesley J. Alexander
Joel Altschul
David R. Alvarado
Antonio Alvarez
John W. Ambrecht
David H. Anderson
Louise Andrae
James Armijo
Sally M. Armour
James D. Armstrong
Charles C. Arnold
Laurie Ashton
Richard L. Atamian
Bernadette Bagley
Jean M. Bailey
Joseph W. Bailey
William A. Baker
Mahlon E. Balderston
Solange L. Barrett
Michael Bartlett
Diane Baskin
Jeremy Bassan
Dale Batchelor
Richard A. Baum
Robert K. Baum
Luann Beach
Robert P. Beckham
Ginger Beebe
Terry Behrens
William A. Below
Donald K. Bennett
Florence W. Berger
Burt Bernstein
Larry Bickford
Marc P. Bierdzinski
Emily E. Blair
James R. Blakley
Robert F. Blecker
Joseph W. Blum
Ronald J. Boehm
Albert Borgaro
Scott Boudreaux
Ian Boyd
Shirley M. Boydstun
reIMAGINE
| Fall 2014
Marjorie F. Boyle
Deborah Branch Geremia
Stuart Braverman
Elinor B. Brelsford
Ashleigh Brilliant
Donald E. Brown
Helen J. Brown
Philip R. Brown
Bob Bryant
Sam Burg
William B. Burke
Erik Burnett
William S. Burtness
Ronald E. Busch
Thomas M. Bush
Bill Byrd
Steven J. Cabanatuan
Richard J. Callanan
Jan Campbell
Sebastiano Capovilla
Lois G. Capps
John A. Carbon
Bob F. Carlson
Bob L. Carpenter
John S. Carter
Kay C. Casey
Christopher Cass
Peter Castellanos
Dina G. Castillo
Grant Castleberg
Catherine G. Cavaletto
James Celmayster
Alec C. Chambers
Barbara K. Chaney
Virginia V. Chennell
David Chernof
Charles M. Chester
Richard W. Christensen
Marian Christopher
Robert J. Chyla
Alfred M. Clark
Barbara A. Clark
Jon Clark
Martha Clyde
Michael H. Cochran
Yale D. Coggan
Douglas A. Coleman
Paul Collins
James Conger
Connie Connally-Michel
Beatrice P. Cook
Michael Cooney
Saul S. Cooper
Yvonne K. Cooper
Selma Cornet
Helen M. Couclelis
Geoffrey Crane
Carmen Craviotto
Judith Crawford
Michael Cribbs
George R. Curry
David P. Cutler
Gregory A. Dahlen
Lauri A. Dahlin
Roger H. Davidson
Andrew Davis
Dorothy I. Davis
Eileen C. Davis
James E. Davis
Gwen T. Dawson
David A. De Ponce
Marilyn B. De Young
Joel Dee
Ernest W. DeGasparis
John V. Delwiche
Elizabeth B. Denison
Michael Desmond
Shirley Z. Dettmann
Catherine L. Detwiler
Donald M. Detwiler
Rick Dey
G. P. Didier
Diyana M. Dobberteen
Thomas P. Doehrman
Molly W. Dolle
Andrea Dominic
John Douglas
James R. Dow
Ellen E. Downing
R. Chad Dreier
Peter P. Drus
Marjorie C. Dundas
David S. Dwelley
Jerry Eberhardt
Nancy C. Edebo
Patricia Edgerton
Jettie M. Edwards
Evelyn Ehlers
Catherine Elam
Neil W. Elliott
Robert J. Emmons
Dan Encell
Lendon R. Everson
Robert M. Failing
Warren S. Farrell
Nat D. Fast
Bruce Feldman
Ellen Fenger
James W. Fischer
Dorothy L. Flaster
Judith A. Fontana
Eldon Ford
Frank Foster
Charles Fox
Ronald J. Fox
Benjamin L. Franc
Gregory France
Jerrold Freedman
Clyde N. Freeman
Anna M. Freidell
Jeffrey C. Fried
Erik M. Frost
Fredric A. Fucci
Burt Fugate
Dennis M. Furuike
Bryan G. Gaggs
C. A. Gaines
John W. Gainor
Jane L. Galbraith
Marc Gamson
Paul Gawronik
John T. Gerig
Howard N. Gilmore
Ghita D. Ginberg
Richard A. Glenn
Frederick W. Gluck
Luis Goena
Donald Goldberg
Joel Goldberg
Elizabeth Goldwater
William L. Gordon
Kenneth E. Gould
Robert P. Gowing
Robert S. Grant
Betsy H. Green
Larry W. Greer
Randall Greer
Erik Gregersen
Mildred T. Griffen
Agnes S. Grogan
Frank Groves
Owen H. Guitteau
Gary G. Gulbransen
Anthony Guntermann
Norman N. Habermann
Charles F. Hamilton
Benjamin C. Hammett
Lawrence T. Hammett
Lorraine Hansen
Jeff Harding
Richard C. Harpham
Penelope L. Hartnell
Kenneth Harwood
Elizabeth Hastings
Stanley C. Hatch
Jeffrey Hayden
Robert C. Hazard
Lorna S. Hedges
Fred C. Heidner
Paul Hernadi
Jorge H. Hernandez-Ramirez
H. Edward Heron
Montgomery (Ray) R. Hester
Highland Santa Barbara
Foundation, Inc.
Helen L. Hill
Willard E. Hobbs
Joanne C. Holderman
Thomas W. Holehouse
J. David Hollerbach
Robert Holloway
Frances M. Houston
Frank A. Huerta
Arthur L. Hunot
Robert Hunt
Edward O. Huntington
Eric P. Hvolboll
Robert L. Ibsen
Island Seed and Feed, Inc.
Donald Jackson
Ann Jackson Family Foundation
Robert S. Jacobs
Harold I. Jacobson
Kristen Jacoby
Conrad J. Jarabin
Dow Jarvis
Virginia E. Jarvis
Josiah S. Jenkins
Kenneth R. Jewesson
Gary C. Johnson
L. Robert Johnson
Nancy K. Johnson
Stewart Johnston
David P. Jones
Thomas H. Jones
William J. Jones
Melissa Jones-Hamilton
Contributors (continued)
Robert W. Jurgensen
June S. Kambach
Peter Karoff
Florence Katz
Carol L. Keator
Phyllis Keimach
Richard D. Kelty
Herbert Kendall
Mildred A. Kern
John F. Kestel
Joe Kiani
William H. Kistler
Walter C. Klass
Frederick M. Klein
Cheryl L. Knoernschild Wagonhurst
Joyce E. Koehler
John M. Koelsch
Mara S. Kohn
Deborah A. Kruse
Armand M. Kuris
Anthony Lafferty
David J. Landecker
James S. Langer
Robert L. Lawson
Gregg Leach
Mary Leach
Malca B. Lebell
Samuel G. Leftwich
Seymour Lehrer
Edwin A. Lenvik
Jean T. Leonard
Neil Levinson
Henry Levy
Aaron Lieberman
Patrick A. Lind
Dorothy B. Lingle
Sheila Lodge
Jerry Luis
Leatrice Luria
Bruce Luyendyk
Steven Lyons
Peter R. MacDougall
Tomas Machin
Jo Ann M. Magistad
William T. Mahan
Nancy Mammel
John B. Mandle
Elizabeth Manger
William Marks
Dale J. Marquis
John S. Mason
Kenneth K. Masuda
Elizabeth Matthews
Mark Mattingly
Arjun McAvoy
David McClure
Madeline McDowell
Tracy C. McGregor
Billy B. McIntosh
Judith L. McKinnon
Robert McLean
Gregory J. McPhee
David A. Medina
Paul J. Meisel
Howard C. Mel
David E. Meldrum-Taylor
Janet C. Millar
Laurence Miller
Peter K. Miller
Warren P. Miller
Joseph E. Milligan
Marshall C. Milligan
James F. Mitchell
Robert L. Monk
Betty J. Moore
James M. Morouse
J. R. Morrison
Jerry L. Mrozek
Jeanne L. Mudrick
James S. Munroe
Tim Murphy
Edward P. Murray
Natalie S. Myerson
Mary T. Nafius
Bob Nakasone
Ronald L. Nanning
Chuck Nash
Marjorie M. Nelson
Gary L. Nett
Network for Good
Glen L. Newcomb
Clifford Nichols
Erwin A. Nobbe
Gerald C. Nordskog
John Norris
Mead F. Northrop
Kevin O’Bar
Thomas G. Ochsner
Raymond Ogella
Dan Oh
Joel Ohlgren
Margaret E. Olds
Kathleen O’Leary
Joseph A. Olivera
The Orfalea Fund
(Orfalea Foundation)
Rose Marie Otey
Daniel N. Ovadia
Jack Overall
Grace R. Pacheco
William Palladini
Meisan Pan
Gerald B. Parent
Glendon Parks
Pauline Paulin
Laurence R. Pearson
Brigitte Pedersen
Frank K. Pennino
Lanette R. Perry
Rosemary M. Peters
Joseph C. Peus
Jessica Pfeifer
Larry L. Pfeifer
Steven D. Phillips
Michael T. Pless
Colin Pollock
Jane M. Poythress
Nicholas Priester
Hugh J. Ralston
Kurt Ransohoff
David W. Rapoza
Nancy R. Renshaw
Edgar (Ted) B. Rhodes
Ian Rhodes
Reese N. Riddiough
John M. Ridland
Mildred Riemenschneider
Margaret W. Rindlaub
Robert Rinker
John F. Ritchie
Claire T. Roberts
Thorn Robertson
Virginia C. Robinson
Dorcas Robson
Kilburn H. Roby
John Rodriguez
Bob J. Roe
Charles Roehm
Jean Rogers
Katrina Rogers
Ben Romo
Marshall A. Rose
Geoffrey Rotunno
Donald D. Rowland
Kathleen A. Roxby
William R. Rudolph
Daniel Russell
Allan Saddi
San Diego AD Club
San Ysidro Pharmacy
Nicolasa I. Sandoval
John H. Sanger
Sheldon Sanov
Hal M. Saunders
Cheri P. Savage
Ken Saxon
Richard Schall
Frank Schiff
Nancy B. Schlosser
Peter Schuyler
Arnold Schweigert
Harris W. Seed
Gerda Sekban
Jeffrey D. Sell
Barbara G. Shapiro
Charles W. Sheldon
Gerald Shepherd
Eileen F. Sheridan
Domenico Signorelli
Frank M. Signorelli
Robert F. Silva
Stephen Simons
Hilary Sims
Sue Skenderian
Eric A. Skipsey
Marvin E. Skogebo
Kenneth P. Slaught
Charles Slosser
Richard C. Smith
Mary Solis
Michael Solomon
H. M. Sommermann
John A. Sonquist
Robert A. Sorich
Harris A. Sprecher
Margaret A. Staton
Ann M. Steinmetz
William Stephens
K. Martin Stevenson
Nancy Stewart
Heidi Stilwell
Gordon E. Stoppel
Erwin H. Straehley
Stephen Straight
Seth M. Streeter
Carl F. Stucky
Janelle Stuvland
James R. Subject
Vince Sullivan
Fred D. Sutphen
Sue J. Sword
Michael K. Takahara
Ines Talamantez
Duane H. Terrill
Thatcher Foundation
Mark Thies
Donna Thomas
Grace H. Thomas
Robert G. Thompson
Thomas H. Thornton
Bruce H. Tiffney
Waldo R. Tobler
Helen C. Tomkins
Towbes Foundation
Lila Trachtenberg
Karen L. Trapp
Nathan Van Bergen
Jo Beth Van Gelderen
Winfred Van Wingerden
Robert Vargas
Winifred M. Vedder
Gary M. Veldey
Verizon Matching Gifts
Edward W. Vernon
Don H. Vickers
Bill J. Villa
Daniel J. Villalpando
M. Dean Vogel
Hubert D. Vos
Ann Wall Frank
Mary H. Walsh
Marian H. Walters
James M. Warren
Lois M. Weatherhead
John R. Weaver
Nicholas N. Weber
Alan Weiss
Richard Weiss
Lori Weitz
Betty J. Wells
Arthur H. Westerfield
Helen Whamond
C. Dana White
Phylene Wiggins
Robert E. Wignot
Philip S. Wilcox
Raymond C. Wilcox
David Willett
Alice L. Willfong
Judith M. Willis
Travis J. Wilson
Joy Winer
Ken Wolf
Gordon R. Wright
Philip J. Wyatt
David M. Yager
Wendy Yager
Lan Y. Yee
Edward Yoon
Donald R. Young
Dorie Zabriskie
Daniel Zia
Anonymous
23
CONTRIBUTOR
A Taste of Giving
Presqu’ile Winery Brings Pinot Noir and Family Philanthropy to Santa Maria
Nestled in the heart of Santa Maria, Presqu’ile Winery
looks out over the valley, providing a relaxed atmosphere
perfect for enjoying Pinot Noir. Started by the Murphy family,
the winery stands as a testament to the crafting of world-class
wines, the deep connection of family members, their wish to
be good stewards of the land, and their engagement to the
communities in which they live. The Murphys are not just
bringing excellent Pinot Noir to the Santa Maria Valley, but
their own brand of family philanthropy as well.
Originally from El Dorado, Arkansas, the Murphy family
also has regional family roots in Louisiana and Mississippi,
the newest addition now being the West Coast representation
in Santa Maria. Madison Murphy, the family patriarch, still
resides in El Dorado where three family founded publicly
traded companies Murphy Oil Corporation, Murphy USA,
Inc., and Deltic Timber Corporation are headquartered as well
as The Murphy Foundation, a private family foundation.
“El Dorado is a quintessential southern town with great
bones,” said Madison. “It has a quaint, tree-lined downtown
with locally owned restaurants and shops. It also has a vibrant
arts center and the oldest symphony in the state of Arkansas.
There are a lot of great things going that you would not
necessarily expect in a town of this size.”
“We feel moved to give back to a
community and region that has
welcomed Presqu’ile Winery and our
family warmly and enthusiastically.”
24
Like many rural towns, El Dorado’s population over the
past 10 to 20 years was declining due to the loss of industry
and jobs, and essential services had begun to suffer. Realizing
something needed to be done, a number of individuals,
foundations, and companies began to quietly invest in
the town, most notably the public school system and the
downtown square. Murphy Oil thought that if the public
school system became untenable it would be increasingly
difficult to attract employees. This culminated in the El
Dorado Promise, a $50 million endowment that provides
scholarships for every college-bound graduate of El Dorado
High School. The scholarship amount is set by the maximum
reIMAGINE
| Fall 2014
tuition and mandatory fees at a public university in Arkansas.
Students may attend any school in the country and there is no
condition to return to El Dorado.
In light of the El Dorado Promise, the town quickly came
together to pass a set of economic development taxes, which
among other things provided funds to construct a beautiful
downtown conference center and a state-of-the-art high
school. Following on the heels of these events, the community
developed and funded a plan to spur economic growth by
creating a downtown entertainment and performance district
to support arts, music, and culture. Through these combined
efforts and improvements, the school district has stabilized
and become highly desirable.
“El Dorado has suffered a terrible loss of major industry
and the promise was our way of negating the situation
while supporting our passion for education,” said Madison.
“In the absence of education, you have wasted opportunity.
With education, people become more creative thinkers and
productive members of society.” As hoped for, the promise
has provided a much needed catalyst to a variety of economic,
educational, and entrepreneurial activities in El Dorado.
Concurrently, Madison’s son began to fall in love with
wine making while attending the University of Colorado
and spending his summers working in Napa Valley. After
college, Matt began working in a small winery in the Santa
Maria Valley. He later worked in a few other wineries before
partnering with his family to found Presqu’ile in 2008. The
entire immediate family – Suzanne, Amanda, Jonathan,
Lindsey, and Anna – all play a role and are involved with the
winery.
“Wine has always fascinated me – really it is my passion. I
enjoy having a hand in the entire process, from the beginning
of the agricultural product to the barrel tasting and the
bottling,” said Matt. “Our family had the opportunity to do
this project anywhere on the West Coast and we all agreed the
Santa Maria Valley was best suited to what we wanted to do
stylistically in terms of Pinot Noir.”
With most of the fruit produced onsite, only a small
amount is sourced off the property for single vineyard wines.
This technique allows the winery to showcase different site
specificity from wine to wine.
“Pinot Noir is really good at showing the essence of the
site,” said Matt. “The dirt, the climate, the people who grow
the fruit. I like working with this particular type of grape
because for me it is interesting to see how it manifests itself in
The Murphy family brings its passion for wine and philanthropy from Arkansas to the Santa Maria Valley. Photo by Avis Mendel.
the different growing environments.”
When the Murphy family starts a business, and puts down
family roots, it is important for them to also become engaged
in the community. Wanting to contribute to the well-being of
Santa Maria, the Murphy family first reached out to the Santa
Barbara Foundation.
“Santa Maria has quite a bigger population than El
Dorado, but it has a lot of similarities in that it is a tight knit
community with multi-generational families,” said Matt. “I
first heard about the Santa Barbara Foundation from a friend
whose mother was involved. We felt it was important to be
involved in this community just as we are in our hometown of
El Dorado.”
Understanding that each community has its own unique
set of needs and circumstances, and still being relatively new
to Santa Maria, the Murphy family made an unrestricted
donation to the Santa Barbara Foundation because they knew
the foundation would allocate the funds where they were most
needed.
“Having lived on the Central Coast for several years and in
the Santa Maria Valley for only two years, I am still learning
more about the specific needs of the community,” said Matt.
“Because the Santa Barbara Foundation is a broad-based
community foundation, we can make a contribution and know
that the money is going to go to the right place. Our vineyards
and operations are certified sustainable by Sustainably In
Practice. A component of that certification comports with our
philosophy of a meaningful and engaged partnership with our
suppliers, customers, employees, and community.”
While Pinot Noir remains the family passion, Presqu’ile is
also producing wonderful Chardonnay, Rosé, and Sauvignon
Blanc. The winery is open seven days a week, and guests are
offered a warm and gracious experience at the tasting room.
The experience is heightened for club members, who receive
exclusive benefits including access to the winery’s outdoor
lounge, bocce ball, and horseshoe pit.
“We feel moved to give back to a community and region
that has welcomed Presqu’ile Winery and our family warmly
and enthusiastically,” said Madison. “We see the difference the
Santa Barbara Foundation is making in what it does for the
community, and we hope to do the same.”
n presquilewine.com
25
AGENCY ENDOWMENT FUND
Art and Soul
Former Teachers Create Legacy for Young Artists in Santa Barbara County
26
One morning in 2006, a group of retired art teachers
gathered at a coffee shop and began lamenting the lack of
funding for art education in public schools.
“Funding for art was continuing to dwindle, with most
of the money in public schools going to core curriculum,”
said Sally Hamilton, who taught grades K-6 for 28 years in
the Goleta Union School District. “It was really frustrating
that teachers had to keep designing assignments that used
inexpensive materials.”
Wanting to support young artists in Carpinteria, Goleta,
and Santa Barbara, the former teachers established the
Student Art Fund as an all-volunteer committee of the Santa
Barbara Art Association. Each year, the Student Art Fund
provides supplemental art supplies for approximately 2,500
students in 77 public school classrooms.
In response to teachers’ requests to help fund larger projects,
the Student Art Fund has also awarded 40 grants to date.
Ranging up to $2,000 each, the grants have allowed teachers
to purchase a kiln for firing pottery, metal for jewelry making,
dress forms for clothing design, transportation for field trips,
and printing for a student-run magazine.
“We talk to the teachers and we listen to what they need.
We do not try to suggest what they should do,” said Sally.
“Anytime we get an idea, we first ask the teachers if it would
be helpful for them and then we try to make the process for
getting funding as simple as possible.”
To showcase student artwork, the Student Art Fund hosts a
Grandparent Portrait Show every other year. Sponsored by the
Santa Barbara Arts Commission, the American Riviera Bank,
and the Santa Barbara Foundation, the 2013 Grandparent
Portrait Show featured 100 art pieces of all media.
“The Grandparent Portrait Show is a wonderful way for
kids to connect with their heritage,” said Sally. “It lets kids
know their history, and often they never did. They talk with
their families and they hear stories of their grandparents –
immigration stories, war stories, who their grandparents were,
and what their hobbies were.”
William Pan, a recent graduate of Dos Pueblos High
School, received an award for his entry in the 2013
Grandparent Portrait Show. William’s ink and watercolor
portrait depicts his maternal grandfather, who served as a
foreman of a chemical plant in Taiwan.
“I went home and asked my mom about her parents and
their history, suddenly realizing that I knew very little about
my grandparents,” said William. “All my life, I had seen my
reIMAGINE
| Fall 2014
William Pan accepts an award for his entry in the Grandparent Portrait
Show. Photos courtesy of the Student Art Fund.
grandfather as a quiet, passive man. I view my grandfather
differently now, realizing him as the hardworking man he was.”
Explaining that art is “the underlying heartbeat of a
community,” William plans to continue his arts education at
the University of California, Berkeley this fall.
“Art is such a valuable outlet for my creative expression,” said
William. “I took an art class every year of high school, and do
not think I could have survived without it. I am truly grateful
to the Student Art Fund for supporting and raising awareness
of Santa Barbara’s vibrant creative scene.”
In 2012, the Student Art Fund opened an agency
endowment fund at the Santa Barbara Foundation. This
permanent fund gives the organization yearly income and is
professionally managed as part of the foundation’s investment
program, ensuring that the Student Art Fund will continue to
support young artists for generations to come.
n studentartfund.org
COMMUNITY PROFILE
Gypsy Generosity
Zhena Muzyka Shares How the Generosity of Others Inspired Her Own Giving
Before she founded a successful company, pioneered fair
trade practices in the tea industry, and penned an inspirational
memoir, Zhena Muzyka was a single mom with six dollars in
her wallet and a son born with a life-threatening kidney defect.
Following her son’s successful surgery in 2000, Zhena was
$17,000 in debt and desperate to find a job that allowed her to
simultaneously care for her baby’s special needs. She embraced
her Ukrainian Gypsy ancestry and began selling custom teas
from a cart – her story bearing semblance to the nomadic
travelers who survived on modest means and fulfilled their
callings as healers, artists, nature lovers, and storytellers.
“I always loved taking a tough situation and making it
positive,” said Zhena. “The gypsies are the epitome of that.”
Slowly and intently, abundant with obstacles along the
way, Zhena shifted her tea business from a traveling cart to
local stores and online retail. Two years into her business, she
traveled to India and Sri Lanka to meet the tea workers and
discovered poverty on a massive scale. In traditional gardens,
the average tea worker makes $1.35 a day, plucking leaves
16,000 times to meet her daily quota. Her children often end
up working alongside her in the fields.
“It was then that I decided to make it the mission of my
company to end poverty for the workers,” said Zhena. “I
changed my business model to be 100 percent fair trade, to
only source from tea gardens I felt were helping their workers.
I dedicated my company to educating buyers, consumers, and
grocers about fair trade, which guarantees health care, child
care, maternity leave, education for children, no child labor,
clean water systems, housing, and even retirement funds.”
Though the fair trade model seemed a risky move for
a woman who had yet to achieve financial success, Zhena
had known early on that her mission was to give back.
While waiting tables as a high school student in Lompoc,
she overheard a group of women discussing scholarship
opportunities for young women. With dreams of becoming a
writer, Zhena applied for and was awarded a scholarship from
the Philanthropic Educational Organization. In the same
year, she also received a student loan from the Santa Barbara
Foundation to cover the remainder of her college fees.
“My education and my opportunities really came from the
generosity of others,” said Zhena. “To give scholarships to kids,
to encourage them, to show them the community has their
back is such a positive boost. It stuck with me forever that
whatever I do in life, I am going to have to infuse this sort of
giving into my work.”
Zhena Muzyka, local entrepreneur and fair trade activist, visits with tea
workers in Sri Lanka. Photo courtesy of Zhena Muzyka.
Today, Zhena’s Gypsy Tea can be found in 22,000 stores
worldwide and the company is a prime example of how
businesses can incorporate social responsibility into their
models. Zhena has received numerous accolades for her
social entrepreneurship, and recently stepped away from the
company’s daily operations to focus on empowering other
business leaders to develop sustainable practices.
“Businesses have the greatest opportunity to apply
philanthropy and be a force for good,” said Zhena. “A lot
of times philanthropy happens after a business becomes
profitable, but I challenge businesses to build philanthropy
into their models.”
Proving that hard work, perseverance, and a missiondriven focus can alter the course of one’s destiny, Zhena is
finally realizing another dream. In her new book, “Life by the
Cup,” she inspires readers with her story of how an unlikely
entrepreneur followed a beaten path all the way to success.
“I started my company with nothing but the burning desire
to provide a good and healthful life for my sick newborn son,
but I found so much more,” writes Zhena in her memoir. “I
wanted to honor the hard work of the women in the tea fields
and infuse positive energy into the blends that my customers
would then imbibe. With my son as a daily reminder of the
grace I enjoyed, I held the women of the tea fields in my
mind’s eye. Their work was saving my life and they motivated
me to work harder, sell more, build faster.” n zhena.tv
27
Nonprofit Org.
U.S. Postage
PAID
Permit #411
Santa Barbara, CA
1111 Chapala Street, Suite 200
Santa Barbara, CA 93101-3100
(805) 963-1873
sbfoundation.org
Facebook: @sbfoundation
Twitter: @sbfoundation
Calendar
72nd Annual Man and Woman of the Year
Tuesday, October 7 | Four Seasons Biltmore
One of the city’s most prestigious awards, honoring
volunteers who have made a significant impact in the Santa
Barbara community. n sbfoundation.org/mw2014
Celebrate Philanthropy
Thursday, November 6 | Santa Maria Country Club
An annual luncheon honoring individuals and families who
best exemplify the spirit of volunteerism in the Santa Maria
Valley. n sbfoundation.org/celebratephilanthropy
Fall Reception
Thursday, November 13 | Santa Barbara Courthouse
Each year, the Santa Barbara Foundation hosts a reception
to recognize donors who have made generous gifts to the
community. n sbfoundation.org/events
Entrepreneurs in Philanthropy
Thursday, November 20 | Santa Barbara Museum of Art
Entrepreneurs and small business leaders will share creative
approaches to community giving at this event, hosted by the
Business Giving Roundtable. n sbfoundation.org/bgr
2013 Celebrate Philanthropy honorees Mike Gibson, and Jane and
Tom Martinez. Photo by Heidi Gruetzemacher, Photoworks Frame Gallery.

September 2014 - Santa Barbara Foundation

Transcription

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