2009 Annual Report

HORIZONS FOUNDATION
30
ANNUAL REPORT 2009
YEARS
A GENERATION OF PROGRESS
www.horizonsfoundation.org
30
YEARS
AN LGBT FOUNDATION COMES OF AGE
Thirty years means progress. There’s no doubt that the LGBT community has made enormous strides in the last 30 years. Newspapers that
once printed photos of police raids, the nightclub patrons hiding their faces in shame, now share photos from same-sex weddings, the
couples’ faces lit up with joy. To sustain the work for LGBT people to reach full equality, it’s critical for us to remember the history that
brought us this far.
Thirty years marks a generation. Horizons Foundation has been around long enough for a whole new LGBT generation to come up and come
out. Launched in 1980, Horizons has grown up with the LGBT movement, and has made grants totaling more than $20 million. Those grants
have touched thousands of lives, and helped shape and fuel the movement itself.
But no matter which generation you came up and came out with, Horizons is your LGBT foundation. We invest in the entire Bay Area LGBT
community, making the world better for LGBT people of every age, including those who aren’t out yet—and those who won’t even be born for
another 30 years.
Thirty years took long-term planning. Horizons Foundation began as a way to ensure that our community could meet immediate needs
but also grow and develop over the long haul. This meant more than just financial contributions to LGBT nonprofits. From the foundation’s
earliest days, we’ve helped those organizations build the infrastructure they’d need for the long-term. We’ve encouraged LGBT donors in their
giving, which is the lifeblood of the services and advocacy our community depends on. We’ve sat at the table with mainstream foundations
to help them understand LGBT needs, resulting in millions of dollars coming to our community.
Thanks to the commitment of thousands of people over the years—donors, funders, board members, staff, and volunteers—Horizons is here
to meet the needs, secure the rights, and celebrate the lives of the next generation of the LGBT community.
Thirty years is only possible when we work together. Horizons Foundation knows that our movement can build on what’s come before.
That’s why we established the LGBT Community Endowment Fund as a permanent source of funds for our community. Yes, each new
generation will grow, adapt, change direction, shift strategies, and find creative ways to meet new challenges. But the one thing we don’t
need to do is go it alone. We can join with others in our community—the activists, the donors, the leaders, the institutions, the allies—
and find solutions together.
Thirty years is just the beginning. In 1980, no one had ever heard of an LGBT community foundation. Thirty years from now, the history each
of us is creating today will carry our movement beyond what we can even imagine.
JEFF LEWY
2009 Board Co-chair
BEV SCOTT
2009 Board Co-chair
ROGER DOUGHTY
Executive Director
Horizons Foundation is deeply grateful for the leadership and
commitment of Chuck Forester and Kristen Putnam-Walkerly, who
completed their board service this past year. Special thanks as well to
Antonio Choy-Koo, Dan Neumann, Lia Shigemura, and Wendy Storch
who completed their committee service. Thank you all!
Horizons also honors the memory of Glenn Perry, who passed away in
2009. Glenn served as a member of our board from 2003 to 2007,
and he gave generously of his time and resources to many LGBT
organizations and Bay Area institutions. He will be missed both within
and beyond the LGBT community.
STAFF
BOARD OF DIRECTORS
Roger Doughty
Jewelle Gomez
Liz Hoadley
Devesh Khatu
Nikole Pagan
Juni Rusli
Deb Stallings
Lindasusan Ulrich
Angela Berry
Tom Burke
Richard T. Davis
George Duran
Margarita Gandia
Kevin Herglotz
Nick Hodges
Darren Isom
Deb L. Kinney
Jeff Lewy
Dan Quigley
Lisa Schoonerman
Bev Scott
Peter Scott
Susan Shain
Léonie Walker
ADVISORY BOARD
COMMITTEE MEMBERS
Cecilia Chung
Scott Hafner
Kris Hill, CPA
Larry Kolka
Chris Kollaja, CPA
Brandon Miller, CFP, CLU
Nanette Miller, CPA, MBA
Christopher Mondini
Paula Morris
Jeff Nguyen, Esq.
Joe Norton, CFA
Joel Preston
Kristen PutnamWalkerly
Gale Richards
Maryann Simpson
Jane Swan, CFA
Barry Taylor
Ron Wong
Alvin H. Baum, Jr., LCSW
Michael Berg
Doug Braley
Cheri Bryant
Diana Campoamor
William Clark
Laurence Colton
Steve Coulter
Carole Cullum, Esq.
Robert Glavin
David Gleba
Roger Gross, Esq.
Scott Hafner
Mitzi Henderson
Kate Kendell, Esq.
State Senator Mark Leno
Steve Lew
Susan Lowenberg
Ash McNeely
Emily Rosenberg
Lia Shigemura
Fred Silverman
Peg Van Camp
Denise Wells
Stan Yogi
Vance Yoshida
Helen Zia
2009 TOTAL EXPENSES
FINANCIALS
Fundraising: 12%
$348,879
Despite the stark economic downturn at the end of
2008 and part of 2009, Horizons Foundation posted
solid financial results in 2009. Horizons’ net assets
at year-end were $8,224,532, an increase of 10%
over 2008—and perhaps more significantly, an
increase of 7% over 2007. Revenues for 2009 were
$3,623,319, an increase of 12% over 2008 thanks
in part to the performance of our investments and in
part to Horizons securing new investments in our
community from mainstream funders. Expenditures
for 2009 totaled $2,853,627, of which 78% was
dedicated to grantmaking, capacity building, and
philanthropic promotion programs, and 22% to
fundraising, management, and general expenses.
The information presented here reflects the foundation’s statement of financial position and activity for
the year ended December 31, 2009. A copy of the
complete audit report, which includes comparative
information for the year ended December 31, 2008,
is available on our website or upon request.
Management and General: 10%
$287,913
Grantmaking: 73%
$2,073,133
Capacity Building: <1%
$14,244
Promoting
Philanthropy: 5%
$129,458
STATEMENT OF FINANCIAL POSITION
AT DECEMBER 31, 2009
ASSETS
Total Current Assets
Other Assets
Total Assets
LIABILITIES
$4,516,869
3,880,331
$8,397,200
$172,668
NET ASSETS
Unrestricted
Temporarily Restricted
Permanently Restricted
$2,640,023
1,562,759
4,021,750
Total Net Assets
$8,224,532
Total Liabilities and Net Assets
$8,397,200
STATEMENT OF ACTIVITIES
YEAR ENDED DECEMBER 31, 2009
INCOME
Contributions from individuals
Foundation and corporation grants
Bequests
Total Support
Investment income
Other income
Total Revenue
$1,157,229
1,553,000
6,952
$2,717,181
$841,613
64,525
$906,138
A NOTE ABOUT THIS REPORT
To conserve resources—both financial and
environmental—Horizons Foundation has moved to a
condensed format for printing our annual report,
supplemented by downloadable PDFs at
www.horizonsfoundation.org. We are extraordinarily
grateful for the positive response our past annual
reports have received, and we hope you find this
year’s report just as useful and engaging. Horizons
welcomes your feedback.
WRITER: Lindasusan Ulrich
DESIGN: Betsy Joyce
PHOTOS: Andrew Weeks Photography
Total Income
EXPENSES
Program services
Fundraising, Management, and General
Total Expenses
Change in net assets
$3,623,319
$2,216,835
636,792
$2,853,627
$769,692
Net assets at beginning of year
$7,454,840
Net assets at end of year
$8,224,532
HORIZONS FOUNDATION PROGRAMS
STRENGTHENING LGBT ORGANIZATIONS
Grantmaking
In 2009, Horizons Foundation awarded a total of $1,811,918 in grants through a diverse
grantmaking portfolio:
Community Issues Grants – $217,948
LGBT WISE: Working to Improve Services to Elders – $113,744
POCIBLE: People of Color Initiative to Build Leadership and Effectiveness – $224,000
HIV/AIDS Community Grants – $246,000
Civil Marriage Collaborative Donor Circle Grants – $58,500
Scholarship Fund Grants – $15,000
Organizational Philanthropy Fund Grants – $5,340
Donor-Advised Fund Grants – $906,390
Other Grants – $24,996
Leadership Development
A strong LGBT movement needs not just strong organizations but also strong LGBT leaders.
To that end, Horizons awarded five Rickey Williams Fellowships in 2009 to support emerging
LGBT leaders of color, as part of our POCIBLE grant program. Horizons also began convening
executive directors of LGBT organizations across the Bay Area to discuss strategies for
navigating a difficult economy and to strengthen ties among organizations.
MISSION
A community foundation rooted in and
dedicated to the lesbian, gay, bisexual, and
transgender community, Horizons Foundation
exists to:
• Mobilize and increase resources for the LGBT
movement and organizations that secure the
rights, meet the needs, and celebrate the lives
of LGBT people
• Empower individual donors and promote
giving as an integral part of a healthy,
compassionate community
• Steward a permanently endowed fund through
which donors can make legacy gifts to ensure
our community’s capacity to meet the future
needs of LGBT people
BUILDING LGBT PHILANTHROPY
Philanthropic Education
In 2009, Horizons held our second annual Givers & Shakers Conference for larger givers to
the LGBT community. The day-long event featured sessions on lessons from Prop 8 and the
impact of the economic downturn, and outstanding expert guests such as keynote speaker
Eva Paterson, founder of the Equal Justice Society. Other educational events during the year
included a presentation at the Marin County Estate Planning Council and two convenings
co-presented with the San Francisco Foundation on strategies for achieving LGBT equality.
Donor Services
From the publication of our annual Directory of Professional Advisors for the LGBT
Community to philanthropic advising for the nearly 90 donor-advised and other named funds
housed at Horizons, we serve as a vital resource for donors as well as professional advisors
who integrate the needs of LGBT clients into their professional services. Horizons also
helps LGBT people plan meaningful legacies by offering advice on bequests and other
planned gifts.
Philanthropic Advocacy
Horizons plays a unique role as a leading advocate for the LGBT community within the larger
world of philanthropy. As a voice for LGBT interests, Horizons helps bring new resources to
our community. For example, in 2009, Horizons received a three-year, $500,000 grant from
the Community Leadership Project (CLP)—a collaboration of the Packard, Irvine, and Hewlett
Foundations—to build the capacity of people of color LGBT organizations. We are one of just
a handful of CLP grantees, and the only one focused on the LGBT community.
Horizons Foundation
870 Market Street, Suite 728
San Francisco, CA 94102
www.horizonsfoundation.org
415.398.2333
HORIZONS FOUNDATION
2009 COMMUNITY GRANTMAKING
Horizons Foundation is uniquely positioned to
help a wide variety of LGBT organizations move
forward in their work by providing them with
direct financial support. Below are the
organizations supported in 2009 through four
key grantmaking programs and made possible
thanks to the generosity of our donors and
institutional partners. (For the full list of 2009
grants, please visitwww.horizonsfoundation.org.)
Puente de la Costa Sur – $4,000
QueLACo (Queer Latino/a Artists Coalition) – $2,000
Rainbow Community Center of Contra Costa County –
$3,000
Rainbow Women’s Chorus – $1,000
San Francisco LGBT Community Center – $15,000
San Francisco Trans March – $3,000
Somos Familia – $4,000
Song That Radio – $4,000
Tenth Muse – $7,000
Transgender Law Center – $9,000
2009 LGBT WISE GRANTS
TOTAL: $113,744
Funded by a grant from The California Wellness
Foundation
Billy DeFrank LGBT Community Center – $18,436
Lavender Seniors of the East Bay – $28,436
New Leaf: Services For Our Community – $33,436
Spectrum Center for Lesbian, Gay, Bisexual, and
Transgender Concerns – $33,436
2009 POCIBLE GRANTS
TOTAL: $224,000
Funded in part by grants from the Community
Leadership Project, Funders for LGBTQ Issues,
the Evelyn and Walter Haas, Jr. Fund, and the
San Francisco Foundation
2009 COMMUNITY ISSUES GRANTS
TOTAL: $217,948
Funded in part by grants from the Hewlett Foundation
and the San Francisco Foundation
Asian & Pacific Islander Family Pride – $5,000
Asian & Pacific Islander Wellness Center – $15,000
Center for Lesbian and Gay Studies in Religion and
Ministry – $5,000
Children of Lesbians and Gays Everywhere
(COLAGE) – $6,000
Community United Against Violence (CUAV) – $7,000
The Dancing Trees/Sins Invalid – $7,000
Fabled ASP – $5,895
Frameline – $15,000
Fresh Meat Productions – $9,000
Gay-Straight Alliance Network – $5,000
GLBT Historical Society – $5,000
Lavender Youth Recreation and Information Center
(LYRIC) – $15,000
Lesbian Health and Research Center at UCSF –
$7,000
National Center for Lesbian Rights (NCLR) – $15,000
Native American AIDS Project – $5,000
Old Lesbians Organizing for Change, San Francisco
Bay Area Affiliate – $2,948
openhouse – $5,000
Our Family Coalition – $7,105
Outlet Program – $5,000
OutLoud Radio – $5,000
Pacific Center for Human Growth – $8,000
Pride at Work, AFL-CIO San Francisco Chapter –
$5,000
AIDS Project East Bay – $15,000
Asian & Pacific Islander Family Pride – $3,000
Bay Area American Indian Two-Spirits – $15,000
Bayard Rustin LGBT Coalition – $3,000
Black Coalition on AIDS – $25,000
El/La Program Para Translatinas – $10,000
Gay Asian Pacific Alliance – $15,000
Gente Latina de Ambiente – $15,000
Mangoes with Chili – $15,000
Purple Moon Dance Project – $20,000
Queer Women of Color Media Arts Project – $35,000
Song That Radio – $3,000
Transgender, Gender Variant, and Intersex
Justice Project – $25,000
Trikone – $15,000
Rickey Williams Fellowships:
Javarre Cordero Wilson, Black Coalition on AIDS –
$2,000
Angel Fabian, Gente Latina de Ambiente – $2,000
Duc Le, Song That Radio – $2,000
Miss Major, TGI Justice Project – $2,000
Aryenish Birdie, Trikone – $2,000
2009 HIV/AIDS COMMUNITY GRANTS
TOTAL: $246,000
Made in partnership with the San Francisco
AIDS Foundation and funded through the 2009
AIDS Walk, AIDS Marathon, and general
unrestricted contributions
360: Positive Care Center – $5,000
AGUILAS – $4,000
AIDS Community Research Consortium – $4,000
AIDS Emergency Fund – $5,000
AIDS Housing Alliance/SF – $4,000
AIDS Legal Referral Panel – $4,000
AIDS, Medicine, and Miracles – $2,500
AIDS Prevention Action Network – $2,500
AIDS Project East Bay – $5,000
Army of Lovers – $1,000
Asian Americans for Community Involvement –
$2,500
Asian & Pacific Islander Wellness Center – $7,000
Asian Health Services – $2,500
Bay Area Young Positives – $4,000
Black Coalition on AIDS – $7,000
California Education and Prevention Project – $4,000
Center for AIDS Prevention Studies at UCSF – $7,000
Community Awareness and Treatment Services –
$4,000
Community Health Empowerment/Exchange Works –
$2,500
Billy DeFrank LGBT Community Center – $2,500
Dolores Street Community Services – $4,000
East Bay Community Law Center – $2,500
East Oakland Community Project – $4,000
Flowers Heritage Foundation – $4,000
HIV Education and Prevention Project of
Alameda County – $5,000
Homeless Youth Alliance – $2,500
Huckleberry Youth Program – $2,500
Immune Enhancement Project – $4,000
Larkin Street Youth Services – $5,000
Lyon-Martin Health Services – $2,500
Marin AIDS Project – $4,000
Meals of Marin – $4,000
New Conservatory Theatre Center – $4,000
New Leaf: Services For Our Community – $4,000
Outlet Program – $2,500
Pacific Center for Human Growth – $2,500
Pediatric HIV/AIDS Program, Children’s Hospital &
Research Center Oakland – $4,000
Pets Are Wonderful Support – $4,000
Pittsburg Preschool and Community Council – $2,500
Planned Parenthood: Shasta-Diablo – $2,500
Positive Resource Center – $7,000
Project Inform – $5,000
Project Open Hand – $7,000
ProLatino – $1,000
Quan Yin Healing Arts Center – $2,500
Rainbow Community Center of Contra Costa County –
$2,500
St. James Infirmary – $4,000
San Francisco Gay Men’s Community Initiative –
$1,000
San Francisco LGBT Community Center – $2,500
San Francisco Suicide Prevention Crisis Line –
AIDS/HIV Nightline – $2,500
Shanti – $5,500
STOP AIDS Project – $7,000
Tenderloin Health – $7,000
Theatre Bay Area – $1,000
Tri-City Health Center – $4,000
UCSF AIDS Health Project – $17,500
Valley Medical Center Foundation – $5,000
The Voice Factory – $1,000
Bill Wilson Center – $2,500
Women Organized to Respond to Life Threatening
Diseases – $4,000
Women’s Community Clinic – $2,500
Women’s HIV Program at UCSF – $4,000
INSTITUTIONAL PARTNERS
Horizons is grateful to the staff and
trustees of the following foundations
and corporate charitable funds. Their
generous funding in 2009 supported
our grantmaking and other programs.
Charles M. Holmes
Supporting Foundation
INDIVIDUAL DONORS
The work of Horizons Foundation would be impossible without the generosity and commitment of our
donors. Every gift to Horizons honors not only the foundation, but the Bay Area LGBT community we
exist to serve. Horizons thanks all of our donors for their invaluable support in 2009.
For the full list of our 2009 donors—including the Loyalty Circle donors who are there year after year
to support our community and serve as a shining example of LGBT philanthropy—please visit
www.horizonsfoundation.org
2009 LEADERSHIP CIRCLE
Members of the Leadership Circle donated
$1,000 or more to Horizons in 2009.
Gifts at this level have a powerful impact on
the foundation’s work both today and in the
future. Horizons is deeply grateful to all
Leadership Circle members.
Cornerstone ($15,000–$24,999)
Anonymous (2)
Emily Rosenberg & Darlene de Manincor
William Snider & Brian Cameron
Advocate ($10,000–$14,999)
David M. Cover & Christopher Sellars
Stuart Harrison & David Ring
Jeff Lewy & Ed Eishen
Gary Roof & Douglas Light
Builder ($5,000–$9,999)
Ignatius Bau & John Bare
Alvin Baum
Robert W. Clegg
Jody Cole & Katharine Cole
Roger W. Doughty
Charles Q. Forester & John E. Cadle
Bob Fuller
Margarita Gandia & Vivian Stephenson
Prescott W. Hafner & William D. Glenn
Giselle A. Jurkanin & Kristin A. Cooper
Deb L. Kinney, DLK Law Group PC
Chris Kollaja & Tom Dooher
Elizabeth Anne Pearce & Joan Glassheim
Beverly A. Scott & Mary Ann Courtney
Léonie Walker & Kate O’Hanlan, MD
Sustainer ($2,500–$4,999)
Anonymous
Paul F. Albert
Miles S. Amen & Christopher A. Magan
Kenneth C. Archibald, MD
David P. Black
Morton B. Blatt & Peter G. Holmstrom
Douglas S. Braley & James S. Otwell
Thomas R. Burke & Axel Brunger
Jessica Anne Clarke, MD, PhD
James L. Clarke
Jay J. Cohen
Laurence Colton & John McCoy
William B. Davisson
Robert D. Dockendorff
Anne Sterling Dorman, CPA
George Duran & Joe Pon
Kurt Feichtmeir & Gerald Reis
Dorothy L. Furgerson & Carrie Reid
Mitzi Henderson
Jeanne D. Kostic
Ash McNeely & Elisa Odabashian
Dan Neumann & David Richardson
Dale Rettinger
Gale K. Richards & Ruth Dawson
Robert W. Sass
Lisa Schoonerman & Jan Zivic
Peter Scott
Gordon R. Seligson & David S. White
William S. Shelley & Curtis Chun
Lia Shigemura & Helen Zia
Phillip Wald
Stanley Watson & Emanuel Anes
Supporter ($1,000–$2,499)
Anonymous (3)
Robert Ahlers & William Silveira
John Barabino & David Huebner
Roy Bateman
Nanette Bisher & Amy Bernstein
Greg Bogdan, CPA
Catherine Brannigan
Timothy L. Bridge & William L. Holzemer
Cynthia Brooks & Judith Thompson
Abraham R. Brown & Jim Stephens
Cheri L. Bryant
Richard M. Cain
Robert J. Carr
Michele L. Cobble
Robert Darling, Esq. & Robert Rosen
Richard T. Davis & William J. Lowell
W. Edward Dean
Rattan Dodeja
Rebecca A. Dowdakin & Flora McMartin
Ilana Drummond & Sharon Dulberg
James Duggins
Gary Pete Encinas & James Wright
Milton Estes, MD
Robert G. Evans & Terry Micheau
Farouk & ShuSheng Family Fund of
Horizons Foundation
Andrew Fisher & Jeffry Weisman
Tom Fleming, Jr.
Jeffrey Fraenkel & Alan Mark
Jim Freeman
Kevin P. Galvin & David Workman
Rachel D. Ginsburg
Robert Glavin
David Gleba & George Beatty, MD
Robert-Jay Green & Holden Lee
Will Green
Michael Carrillo Hall
Richard D. Hansen
Kenneth P. Hansen
Josephine L. Hercus & Katherine V. Forrest
Frederick Hertz & Randolph Langenbach
Nicholas Hodges & Russell Brent
Katharine Holland, Coldwell Banker
James C. Hormel & Michael P. Nguyen
Eric Hsu & Jim Chambers
H. Nona Hungate
Arnie Jackson
M. Jean Johnston
Dan Joraanstad & Bob Hermann
Abigail C. Kaufman & Linda K. Netsch
James F. King
David L. Kirp
Lawrence C. Klein
Lawrence R. Kolka & Ian J. MacWilliams
Michael Kossman
Neil Lang & Joe Pessa
Mark R. Leno
Lesbian Equality Fund –
Kathy Levinson & Naomi Fine
Kerry Lobel & Marta Drury,
girls just wanna have funD
Keith E. Loring
Susan E. Lowenberg & Joyce Newstat
John Marcom
Jan Marks
Lester A. Marks
Colleen May & Kerry Burrows
Marshall Kirk McKusick & Eric P. Allman
Russell H. Miller & Kirk A. Pessner
Weston F. Milliken
Donald C. Myers & Jose L. Iglesias
Steve Polsky & Mark Oliver
Kathleen Quenneville & Diane Allen
Dan C. Quigley & Eric Emanuel
Mark G. Reisbaum
Eddie Reynolds & Ed Jones
Robert S. Russell
Randall A. Shields
Fred Silverman & Gerard Buulong
John H. Simonds, Jr. & Dan Swilley
Simpson-Asprodites Family
Mark Small
Eric Smith & Mark Garrett
Deb Stallings & Carol Whichard
Nicolina A. Stewart, CPA, PFS, CLU, ChFC
Karen K. Stogdill, CEBS, EA & Kris Hill, CPA
Karen Strauss & Ruth Borenstein
Timothy J. Sweeney
Barry R. Taylor, CFP & John Inson
Sam Thal, MD
Sam & Julia Thoron
Diane Tom & Karen Hart
Richard Tuck
George D. Tuttle & F. Bennett Cushman II
Edward S. Utsumi
Peg Van Camp & Carol Patterson
Edward Vanegri
Ronald Wolberg
Ron Wong & Mike Tekulsky
Stan Yogi & David Carroll
Sonni Zambino
Jan Zobel, EA
PHOTOS:
Side 1 (left to right): Devesh Khatu; Kris Hill and Karen Stogdill; Joan Benoit, Native American AIDS Project;
Bill Lowell and Richard Davis; Gale Richards and Ruth Dawson; Lance Toma, Asian & Pacific
Islander Wellness Center
Side 2 (left to right): Javarre Wilson, Rickey Williams Fellow/Black Coalition on AIDS; Poonam, Trikone;
Masen Davis, Transgender Law Center; Cynthia Strickland and Angela Berry; Roger Gross
LEGACY CIRCLE
LEGACY GIFTS
Horizons honors the memory of those
who generously included Horizons
Foundation in their estate plans or
otherwise inspired gifts to Horizons as
part of their legacies. Over the last
30 years, Horizons has received
bequests and other legacy gifts from
the following people:
Gwen Araujo
Robert Barnes
Robert J. Barnett
William S. Bason
David Bell
Dino Bevilaqua
George R. Burgess
Jeffrey Cohen
Richard M. Cohen
Kim Cortright
A. Lindley Cotton
George Choy
Dr. Gary James Dill
David Smith Fox
Leslie Howard Gundel
John E. Hambly
Garretson H. Hammond
Bruce C. Harris
Beverly Hershey
Clint Hockenberry
Charles M. Holmes
Eugene H. Howard
Joie Hubbert & Mary C. Greer
Benjamin W. Irvin
Douglas McMaster Jackson
Debra Kent
Jay A. King
Arthur S. Lazere
Craig Lindhurst
Lawrence R. Lucas
Tom Markowski & Jim Leach
Juan Marquez
Peter Olsen
Donald L. Oestreicher
Nicholas Papadopoulos
John Peterman
Constance & Mitchell Sanders
David F. Shupp, MD
Thomas Steel
Thomas W. Stratton
Joseph Towner
Horizons’ Legacy Circle honors individuals and
couples who have included the foundation in their
financial planning by making a bequest in a will,
creating a trust, or designating Horizons as the
beneficiary of an insurance policy, retirement plan,
security, or other asset. Through Horizons’ LGBT
Community Endowment Fund, legacy gifts help
ensure that future generations will have
unprecedented financial resources to address
community needs that we cannot predict today.
Anonymous (37)
Paul F. Albert
Kathleen Archembeau
Salvatore J. Baglieri &
Peter J. Cirincione
Bill Baird & John Kennedy
Hiram Banks & Roberto Lee
Dan Bartley
Alvin Baum
Alma Soongi Beck, JD,
LLM Taxation
Buzz Bense
Adam M. Berman
Jack E. Bird & John L. Darby
David P. Black
Morton B. Blatt &
Peter G. Holmstrom
John C. Boling
William Charles Brockett, Jr. &
Lawrence William Bryer
Cheri L. Bryant
Thomas R. Burke
Miguel Martinez Bustos
Janis Callon
Bill Clark & Jeffrey Stanfield
Jay J. Cohen
Laurence Colton
Bruce Cronander
Carole S. Cullum
William B. Davisson
Sue Dibble & Jeanne DeJoseph
William P. Dill
Julie R. Dorf & Jenni Olson
Roger Doughty
Jo Ann Driscoll
James Duggins
Rob Evans & Terry Micheau
Leslie Ewing
John Falke
Tom Fleming, Jr.
Richard J. Foglia
Charles Q. Forester &
John E. Cadle
Bob Fuller
Margarita Gandia
Linda Gebroe &
Rebecca Silverstein
Dipti Ghosh
Robert Glavin
David Gleba
Stuart Goldstein
Richard Gooch
F. Jill Gover, PhD
Susan M. Greef &
Maureen R. Prochaska
Roger S. Gross
Howard L. Grothe, Jr.
Prescott W. Hafner &
William D. Glenn
Richard D. Hansen
David Hawk
Meri Hayos & Kathy Moore
Mitzi Henderson
Frederick C. Hertz
Nicholas Hodges
Robert Holgate
Katharine Holland
H. Nona Hungate
Kevin James
Dan Joraanstad
James M. Kaplan
E. William Kean
Thaddeus A. Kellam
Deb L. Kinney
David L. Kirp
Eric Knudtson
Lawrence Kolka &
Ian J. MacWilliams
Chris Kollaja & Tom Dooher
Michael Kossman
David J. Kundtz &
Robert W. Stenberg
Neil Lang
Joq S. Lasner
Barry C. Lawrence
Steve Lew
Jeff Lewy & Ed Eishen
Susan E. Lowenberg &
Joyce Newstat
Glen Lubbert
JoVanna Luque
John Marcom
Charles Marsteller
Honorable Kevin McCarthy
Richard H. McKenzie
Rick Mordesovich
Sandra S. Morris
Dee Mosbacher &
Nanette Gartrell
Donald C. Myers &
Jose L. Iglesias
Dan Neumann &
David Richardson
Julie Nicholson & Connie Hills
Jeffrey A. Nigh
Ken Noyes & Alan Pardini
Peter Eric Philipp, CFA &
Rick Holden
Mark Anthony Porter
Dale Rettinger
Tom Rielly
Chuck Roppel
Joseph A. Rosenthal
Vincent A. Sales, MPA
Robert W. Sass
Beverly A. Scott
Stephen M. Seewer
Lowell Selvin & Gib Winebar
Randall A. Shields
Lia Shigemura & Helen Zia
Daniel Siedler
Len Silva
Fred Silverman
William Snider
Scott Spande
John A. Stansell &
Bruce D. Williams
Sam Thal, MD
David J. Thomas
Richard Tuck
Lindasusan Ulrich
Peg Van Camp
Susan S. Vanderburgh
Edward Vanegri
Greg Walker
Celeste West
Robert F. West
Lawrence Wexler
Don Williams & David Jones
James G. Williamson &
Geoffrey Kors
Ronald K. Wolberg
Cedric Yap
Paul Ybarbo
Bonnie & Hilary Yoffe-Sharp
Stan Yogi
Betsy York
Jan Zobel, EA