CENTRAL VALLEY FUNDERS FOCUSED ON FINANCIAL SECURITY, ASSET BUILDING OR COALITION BUILDING (Compiled by CFED as of June 5, 2013) TABLE OF CONTENTS Achieving America Family Foundation Bank of the West Charitable Foundation Beneto Foundation The Bertha and John Garabedian Charitable Foundation Cathay Bank Foundation Daniel R. Martin Family Foundation, Inc. Dyer Family Foundation Fansler Foundation Fresno Regional Foundation GenCorp Foundation, Incorporated Hanson Family Foundation Herwaldt Foundation Intuit Foundation The James Irvine Foundation The JPMorgan Chase Foundation Kern Community Foundation Leon S. Peters Foundation, Inc. Levi Strauss Foundation Marguerite Casey Foundation The McKay Foundation Natem Foundation, Inc. Nicolas Berggruen Charitable Foundation North Valley Community Foundation Pacific Gas & Electric Company The Peszynski Foundation The PMI Foundation The Reveas Foundation Sacramento Region Community Foundation State Farm State Street Foundation, Inc. The Swinerton Foundation Teichert Foundation Trail Creek Foundation UnionBank Foundation Walmart Foundation Wells Fargo Foundation The Women’s Foundation of California Page 2 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 7 Page 9 Page 20 Page 23 Page 23 Page 23 Page 24 Page 33 Page 35 Page 38 Page 38 Page 40 Page 45 Page 46 Page 46 Page 47 Page 47 Page 49 Page 50 Page 51 Page 52 Page 54 Page 56 Page 57 Page 58 Page 60 Page 60 Page 62 Page 66 Page 70 Central Valley Banks Additional organizations that provide sponsorships and/or charitable giving Page 79 Page 80 Achieving America Family Foundation 450 San Rafael Ave., Pasadena, CA 91105-1528 About Established in 1998. Program Areas Catholic agencies & churches, Community/economic development, Education Board of Directors Stephen T. English, Molly Munger Recent Grants $276,370 to Advancement Project, Washington, DC, in 2010, payable over 1 year. $33,333 to Westridge School for Girls, Pasadena, CA, in 2010, payable over 1 year. $25,000 to Christ Church, Los Angeles, CA, in 2010, payable over 1 year. $15,000 to USAction Education Fund, Washington, DC, in 2010, payable over 1 year. $10,000 to Childrens Hospital Los Angeles, Los Angeles, CA, in 2010, payable over 1 year. $10,000 to Community Partners, Los Angeles, CA, in 2010, payable over 1 year. $10,000 to Occidental College, Los Angeles, CA, in 2010, payable over 1 year. $5,000 to Antaeus Company, North Hollywood, CA, in 2010, payable over 1 year. $5,000 to New Village Charter School, Los Angeles, CA, in 2010, payable over 1 year. $5,000 to Western Center on Law and Poverty, Los Angeles, CA, in 2010, payable over 1 year. Geographic Focus California and DC Application Information Applications not accepted. _____________________________________________________________________________________ Bank of the West Charitable Foundation P.O Box 5155, San Ramon, CA 94583, 415-399-7285, www.bankofthewest.com About The mission of Bank of the West's Charitable Investments Program is to help meet the needs of the communities we serve by supporting nonprofit organizations dedicated to improving quality of life, particularly for low- and moderateincome individuals and communities. Investment requests are granted based on the nonprofit organization's ability to meet the Bank's charitable giving criteria, as well as availability of charitable funds. Although there are more deserving charitable organizations in all of our communities than the Bank is able to support, the Charitable Investments Program makes every effort to assist as many qualifying nonprofit organizations as possible. Program Areas Bank of the West Charitable Investments program accepts letters of inquiry from nonprofit organizations dedicated to improving the quality of life, particularly for low- and moderate-income individuals and communities in following charitable giving categories: Education and Job Training, Community and Economic Development If your program is selected for future consideration, you will be contacted to complete a full on-line grant application. Key Staff Rebeca Rangel, Senior Vice President, Community Affairs Manager - [email protected]; Dian Quinn, Vice President, Community Development – [email protected]; Arthur Shingleton, Senior VP, Community Affairs Manager Board of Directors Michael Bracco, Bank of West, Sr. Executive Vice President and C.A.O.; Vanessa L. Washington, Bank of West, Sr. Executive Vice President, General Counsel, and Secretary 2 Recent Grants $75,000 to the Mission Asset Fund in 2011 to fund the Peer Lending Graduate Program, which provides small business loans for individuals who have successfully completed the Lending Circle Program. $50,000 to the Rocky Mountain Microfinance Institute in 2011 to fund the Business Launch Boot Camp Program, which brings qualifying, committed entrepreneurs from idea to launch with learning, coaching and lending. $30,000 to the Community Financial Resource Center in 2011 to fund the Health Street Vendor Micro business loan fund, which supports the equipment and licensing fees of street vendors in low income areas of Los Angeles. $10,000 to the Fresno West Coalition for Economic Development in 2011 to provide financial assistance to underserved communities and overlooked minority and women business owners. Geographic Focus Alameda Butte Contra Costa El Dorado Fresno Kern Kings Lake Los Angeles Marin Monterey Napa Nevada Orange Placer Sacramento San Bernardino San Diego San Francisco San Joaquin San Mateo Santa Barbara Santa Clara Santa Cruz Solano Sonoma Stanislaus Tulare Ventura Yolo Application Information Eligibility: Bank of the West's charitable investments are limited to public, nonprofit charitable organizations and agencies that are exempt from federal taxes under Section 501(c)(3) of the Internal Revenue Code. High priority is placed on grants that benefit low- to moderate-income individuals and communities. Recipient nonprofit organizations must: Serve our geographic areas Fit within our charitable giving categories Operate as an equal opportunity employer Be governed by a board of directors Demonstrate fiscal and administrative stability Funding Exclusions: Organizations without 501(c)(3) status Individuals Fraternal or alumni organizations Political Action Committees, political candidates, causes/orgs attempting to influence legislation Capital campaigns Trips or tours for individuals and groups Talent and beauty contests _____________________________________________________________________________________ Beneto Foundation 4080 Seaport Blvd. West Sacramento, CA 95691-3417 (916) 677-0817 About Established in 1997 in CA. Program Areas Children/youth, services; Education; Higher education; Hospitals (general); Human services; Neuroscience research; Salvation Army Key Staff Stephen T. Beneto,* President; Amy Monroe, Chief Financial Officer – [email protected] 3 Amy Monroe's Experience: Chief Financial Officer, Beneto, Inc., January 2012 – Present (1 year 6 months) West Sacramento, CA; Accounting Coordinator, Greenberg Traurig, August 2006 – January 2012 (5 years 6 months) Sacramento; Certified Public Accountant, Hume & Company, CPA's, November 2001 – January 2012 (10 years 3 months) Amy Monroe's Education: California State University-Sacramento, Accountancy; University of California, Davis, Managerial Economics Amy Monroe's Additional Information: Groups and Associations: California Society of CPAs; Sacramento State (CSUS) Business Alumni Chapter Board of Directors Darlene J. Beneto; Lucille R. Friday; Gene Hume; Nina Pucci; Paul Marchi Paul Marchi's Experience: President, GP Trading Inc., October 2012 – Present (9 months) Sacramento, California Area Director, Supply and Trading, Pacific Ethanol, August 2010 – October 2012 (2 years 3 months); General Manager, Supreme Oil Company, June 2009 – May 2010 (1 year); Vice President, Trammo Petroleum, January 2002 – January 2009 (7 years 1 month); Director, Trading and Marketing, EOTT Energy, January 1995 – January 2002 (7 years 1 month); Manager, Supply and Distribution, Beneto, Inc, January 1989 – January 1995 (6 years 1 month) Paul Marchi's Education: California Polytechnic State University-San Luis Obispo, BS, Agricultural Management, 1983 – 1989 Recent Grants $23,300 to DesertArc, Palm Desert, CA, in 2009, payable over 1 year. $15,000 to Valley Teen Ranch, Fresno, CA, in 2009, payable over 1 year. $10,000 to Mercy Foundation, Rancho Cordova, CA, in 2009, payable over 1 year. $5,000 to Sacramento Loaves and Fishes, Sacramento, CA, in 2009, payable over 1 year. $2,000 to Okizu Foundation, Novato, CA, in 2009, payable over 1 year. $1,000 to Sacramento Childrens Home, Sacramento, CA, in 2009, payable over 1 year. Geographic Focus: California __________________________________________________ The Bertha and John Garabedian Charitable Foundation P.O. Box 26270 Fresno, CA 93729-6270 (559) 970-7994 About Established in 1993 in CA. John M. Garabedian was born February 28, 1909 and died September 25, 1992. He married his wife, Bertha on August 10, 1928. Mr. Garabedian developed an international reputation as a fruit farmer and fruit breeder, patenting 45 varieties of plums, peaches, nectarines, apricots, and grapes. The foundation was established in 1993. Program Areas The private foundation serves charitable organizations primarily located in central California, which benefit arts, culture, and humanities, community activities and improvements, education, ethics, religion, and health and human services. Key Staff Nancy Steitz, Grants Assistant – [email protected] Board of Directors Silvestre Arias, Malcolm H. Stewart, H. Tookoian, M.D. Geographic Focus Central California Application Information Application form required. Initial approach: Letter of inquiry. Copies of proposal: 1 Board meeting date(s): Monthly Deadline(s): Aug. 1 for letter of inquiry; Sept. 1 for completed application. Final notification: Dec. Additional information: Letter of inquiry should not include a request for a specific dollar amount. 4 _____________________________________________________ Cathay Bank Foundation 9650 Flair Drive El Monte, CA 91731 www.cathaybank.org About The Cathay Bank Foundation, an affiliate of Cathay Bank, is a nonprofit organization. It is the mission of the Foundation to enhance the growth and success of communities where the Bank serves. The Foundation's ultimate objective is to create opportunities in the areas of affordable housing, community and economic development, and education. The Foundation will also consider supporting cultural and arts, health and welfare, environmental and human services and programs that benefit the communities at large. Program Areas Community & Economic Development Programs to preserve, rehabilitate and construct affordable housing in low and moderate-income areas; Organizations that provide home-buyer counseling to families in the LMI communities; Programs that support small business development, commercial revitalization, and job creation; Programs tailored to assist LMI individuals in development of work and life skills, with a specific emphasis on work-entry programs, skills training, and employment retention; Senior services, workforce development and services for individuals with disabilities. Education Innovative programs that offer assistance to low-and moderate-income (LMI) youths to excel in school and prepare for higher education; Financial literacy programs for youth and adults in LMI communities; Effective mentoring programs for at-risk youths; Student scholarship programs focused on finance related studies; Literacy, math, parent engagement efforts and English as a Second Language (ESL); Entrepreneurship education programs for underserved youth. Civic & Community Civic organizations that focus on development of neighborhoods and preservations of social issues; Organizations that seek to enhance communications and understanding of other communities with our communities; Voter registration and education, community organizing and leadership development. Health & Welfare Homeless, crisis shelters and battered women shelters; Programs that provide services to children and families at risk; Soup kitchens; Health prevention and education targeted to conditions such as diabetes, obesity, asthma; insurance enrollment of uninsured children and adults; mental health services; fitness and nutrition. Key Staff Peter Wu, Chairperson, Chief Executive Officer, and President; Irwin Wong,* Vice President, Chief Financial Officer, and Treasurer Board of Directors David Nakagaki, Vice President and Secretary; Alex Lee,* Vice President; Dominic Lee,* Vice President; Pin Tai,* Vice President; Wilson Tang,* Vice President; Deborah Ching; Patrick Lee Recent Grants $60,000 to Food Bank for New York City, New York, NY, in 2011, payable over 1 year. $13,000 to International Institute of Los Angeles, Los Angeles, CA, in 2011, payable over 1 year. $10,000 to Boston Chinatown Neighborhood Center, Boston, MA, in 2011, payable over 1 year. $10,000 to City Year Los Angeles, Los Angeles, CA, in 2011, payable over 1 year. $10,000 to Los Angeles Regional Food Bank, Los Angeles, CA, in 2011, payable over 1 year. $10,000 to Neighborhood Housing Services of Chicago, Chicago, IL, in 2011, payable over 1 year. 5 $5,000 to Network for Teaching Entrepreneurship, New York, NY, in 2011, payable over 1 year. $2,500 to Coalition for Humane Immigrant Rights of Los Angeles, Los Angeles, CA, in 2011, over 1 year. Geographic Focus The Cathay Bank Foundation serves the community needs in seven states, CA, IL, NJ, NY, MA, TX, WA. Application Information Grant Application Process All nonprofit organizations that are invited to apply for a grant through the Cathay Bank Foundation must first submit a Letter of Intent (LOI) before submitting the full application. Letters of Intent (LOIs) should include the following information: Name of organization Mission Statement Amount of grant request Name of project or type of program support Intended use of grant proceeds Geographical location(s) served Target market served (e.g. LMI population, children, youth, seniors and immigrants) Once your LOI has been received, it will be reviewed for Grant eligibility and consideration. If the request is within our Grant guidelines and budget, your organization may be invited to complete our full grant application form for consideration. Organizations requested to submit a full application must complete the Grant Application form and provide the following information: Letter of tax-exempt status under the 501c(3) of the IRS Code; Federal tax identification number if different from the 501c(3); Cover letter, including the mission of the organization, total amount requested and purpose of the funds; Description of the organization with a brief history, specific programs offered and program objectives, significant highlights of the organization, number of people and geographic areas served, staff list and job titles, and years in operation. Operating budget for the past two years; List of corporate and foundation contributors and amounts contributed; Identify if organization is a CDFI or a CDC; List of officers and Board of Directors; Marketing/Communications materials such as Annual Report (if available) or brochures describing programs and services; Itemized project costs related to the program; Information about the method in which the contribution will be used; and Audited financial statements. (minimum 2 years) Send your completed application form accompanied by all supporting documents requested in triplicate to: Cathay Bank Foundation, 9650 Flair Drive, El Monte, CA 91731. We do not accept unsolicited grant proposals from any organization. All unsolicited grant proposals and/or sponsorships requests will be declined. GRANT APPLICATION DEADLINE: SEPTEMBER 30, 2013 _____________________________________________________________________________________ Daniel R. Martin Family Foundation, Inc. 2377 W. Shaw Ave., Ste. 112 Fresno, CA 93711-3438 About: Established in 1995 in CA. Program Areas: Education, Human services Key Staff: Daniel R. Martin, Chief Executive Officer; Teri L. Williams, Secretary Recent Grants $10,500 to Fresno Art Museum, Fresno, CA, in 2009, payable over 1 year. $5,750 to Fresno Rescue Mission, Fresno, CA, in 2009, payable over 1 year. 6 Geographic Focus: Fresno, California Application Information: Applications not accepted. Contributes only to pre-selected organizations. _____________________________________________________ Dyer Family Foundation 1099 E. Champlain Dr., Ste. A P.O. Box 103 Fresno, CA 93720-5033 About: Established in 2003 in CA. Program Areas: Animal welfare; Autism; Education; Human services Key Staff Deloris W. Kinghorn, President; Debora Y. Ozdinski, Chief Financial Officer; Darleen R. Dyer, Vice President; Calvin M. Dyer, Secretary Board of Directors: Doreen F. Zaki Recent Grants: $5,000 to Best Friends Animal Society, Kanab, UT, in 2010, payable over 1 year. Geographic Focus: California Application Information: Unsolicited requests for funds not accepted. _____________________________________________________ Fansler Foundation 5713 N. West Avenue, #102 Fresno, CA 93711 559-432-0544 www.fanslerfoundation.com About About Our Founder D. Paul Fansler, was born August 27, 1927 in Fresno California, and died August 8, 1990. He was raised and educated in Fresno. He had 5 children and 3 stepchildren. He began his business career at the early age of 6 when he sold magazines. From there he moved on to mowing lawns, picking cotton and grapes, and even selling pop bottles at school. D. Paul Fansler joined the Merchant Marines when he was 17. After completing his tour of duty, he performed a series of odd jobs. He then became an insurance salesman at age 21 at Bankers Life Nebraska. He was with Bankers Life Nebraska for 42 years where he was their leading producer in the United States for seven straight years. He was the youngest lifetime member of the Million Dollar Round Table. In addition to the insurance business Fansler had other business interests which included real estate ventures. He built homes, office buildings, shopping centers, apartment complexes and hotels. D. Paul Fansler was a civic leader as evidenced by his contributions of time and money and his love of community. Mission Statement The Fansler Foundation is a not for profit, public benefit corporation established on October 18, 1984, by its founder D. Paul Fansler. Mr. Fansler was a strong community supporter and believed in giving back to one's own community. His vision and purpose for the Foundation was primarily to assist developmentally challenged youth. In addition, he wanted to aid other qualified charities working with children who do not have the opportunity nor the support to get ahead. His dream was to help provide for these charities in the Fresno, Madera, Kings, Mariposa, Merced, and Tulare Counties. Program Areas Giving primarily for education and health care, and social services, with emphasis on children and youth; some giving also for a family development center, and handicap accessibility facilities; scholarships to middle school student parishioners are also available. Key Staff: Marlene M. Fansler, President & CEO; Lisa D. Prudek, Administrative Director 7 Board of Directors Margie Cooper; Donald J. Peracchi; Keith Kompsi Recent Grants $150,000 to California State University, Fresno, CA, in 2007, payable over 1 year. $100,000 to Easter Seals Central California, Fresno, CA, in 2007. For Play Project, payable over 1 year. $72,247 to Boys and Girls Clubs of Fresno County, Fresno, CA, in 2007, payable over 1 year. $50,000 to Big Brothers Big Sisters, Waterloo, IA, in 2007, payable over 1 year. $50,000 to Happy Trails Riding Academy, Visalia, CA, in 2007, payable over 1 year. $50,000 to United Cerebral Palsy Association of Central California, Fresno, CA, in 2007. For child development program, payable over 1 year. $47,235 to Exceptional Parents Unlimited, Fresno, CA, in 2007, payable over 1 year. $45,000 to Alisa Ann Ruch Burn Foundation, Burbank, CA, in 2007, payable over 1 year. $35,000 to Fresno Council on Child Abuse Prevention, Fresno, CA, in 2007, payable over 1 year Geographic Focus Must operate in the Fresno, Kings, Tulare, Merced, Madera, or Mariposa Counties. Application Information THE FANSLER FOUNDATION IS MOST INTERESTED IN PROVIDING GRANTS TO ORGANIZATIONS THAT: Directly benefit developmentally challenged or socioeconomically disadvantaged children that are infant through eighteen years of age. Have goals and objectives that are clearly stated. Have a broad base of funding support. Have demonstrated the ability to respond to the needs of specific groups of children in a manner that yields measurable results. LETTER OF INTENT Your Letter of Intent should address each of the nine (9) points listed in the outline below. Should not exceed three (3) typewritten pages. Must be delivered to the Foundation office by 5:00 p.m. on the 31st of March to be eligible. No extensions beyond the filing deadline will be accepted. Applicants will be contacted by the 31st of July in regards to the status of their application. The annual grants will fund by the 31st of October. Your grant proposal must be submitted with a cover letter on stationery signed by a senior management official. Do not attach materials other than those requested. Individually clip copies. Do not staple. Do not include binders or covers. Please submit one (1) original copy, plus five (5) additional copies including all attachments. Six (6) copies total of the following: NINE (9) POINTS IN OUTLINE ORGANIZATION INFORMATION 1. A brief statement of the organization’s mission and goals. 2. A brief description of the organization’s current programs and activities. 3. A brief self-assessment of the organization’s status as a community-based or a community-serving organization. PURPOSE OF FUNDS BEING SOUGHT 4. A concise description of the program or service for which the organization is seeking funds. 5. A brief statement describing the need the program or service will address and the population the program or service will impact. 6. A brief statement on the desired outcomes of this program or service and how these will be measured. ANTICIPATED GRANT REQUEST 7. A brief statement indicating how much funding you intend to request. 8. A brief statement indicating how the funds will be used, e.g., Salaries? Equipment? Facilities? Participant stipends? Meals? Training? 9. A list of donors covering the past twelve (12) months of funding support. 8 ATTACHMENTS A. Copy of IRS 501 (c)[3] verification or tax exempt certificate. B. Estimated budget for funds requested, and if different, budget outlining total cost of the specified program or service. C. Current agency/organization budget or revenue/expenditure statement. D. Recent annual report, brochure or other material describing your organization and its work. CONDITIONS OF ACCEPTING Conditions in accepting a grant from the Fansler Foundation will be: a final financial accounting of how the funds were used, a simple narrative description of any accomplishments of the program and copies of any media coverage of the project. The Fansler Foundation may also choose to site visit while the grant is in progress or at its completion. _____________________________________________________ Fresno Regional Foundation 5250 N. Palm Avenue, Suite 424 Fresno, CA 93704 559-226-5600 www.fresnoregfoundation.org About Our mission " To improve the quality of life in our community through philanthropy." A community trust such as the Fresno Regional Foundation is a publicly supported organization which is favored by the tax laws, not only providing the maximum tax benefits to its donors but also providing for maximum flexibility in its operations and areas of service. It is, in effect, a vehicle for philanthropic-minded persons to combine their funds in one entity and create an “endowment” for the benefit of the community. Established in 1966, Fresno Regional Foundation is a nonprofit community foundation serving California’s Central San Joaquin Valley. We work to improve lives in our community by encouraging philanthropy. We provide unique opportunities for individual donors, families, businesses, and other foundations to invest in programs that address a wide spectrum of economic, social, educational, cultural and environmental needs. With over 125 donor advised funds, as well as field of interest funds, designated funds, scholarships and the Fund for the Common Good, the Foundation is the trusted steward of charitable giving in the region. Our history Fresno Regional Foundation was conceived by a small group of community leaders 45 years ago. Their vision was born out of the commitment to provide local investment and local control of philanthropic resources, which are essential for meeting the challenges of building strong communities in the San Joaquin Valley. Similar to more than 800 other community foundations, Fresno Regional Foundation was established to encourage local charitable giving, honor the intent of donors, and connect philanthropists to community-based nonprofit organizations that help build a healthy, vibrant and prosperous region. As a 501(c)(3) public benefit corporation, the Foundation is governed by a board of directors. The original board included the following members: Lewis S. Eaton; O.J. Woodward; Lowell W. Firstenberger; Mrs. Ross Brown; Hilliard R. Giffen; Kendall L. Manock; Leon S. Peters; T. Newton Russell; Gerald Slater Communities we serve Fresno Regional Foundation is the leading philanthropic resource for communities throughout the Central San Joaquin Valley. We serve six counties, with a population of more than two million people, covering 17,000 square miles: Fresno County Madera County Kings County Tulare County Merced County Mariposa County About the Central San Joaquin Valley The San Joaquin Valley, which runs from the shared delta of the Sacramento and San Joaquin rivers in the north to the Tehachapi Mountains in the south, makes up the southern part of the broad, flat valley which dominates California. As one of the world's most productive agricultural regions, the Central Valley's primary industry is farming. Food crops such as tomatoes, apricots, grapes and asparagus, as well as cotton, make up a significant portion of the region's economy. The San Joaquin Valley is also home to several colleges and universities, including California State University, Fresno (Fresno State) and University of the Pacific, as well as University of California campuses and many community colleges. 9 Community needs. In recent years, population in the Central Valley has grown exponentially, and current needs in the region include addressing problems such as poor air quality and related health care issues, affordable housing, teenage pregnancy, violent crime, and high rates of poverty. Cohorts: Federal Deposit Insurance Corporation The Federal Deposit Insurance Corporation (FDIC), an independent federal agency, has partnered with the Fresno Regional Foundation to build the asset building capacity of communities in Fresno County for the past two years. The Fresno Regional Foundation is a valued member of the Region 9 Federal Regional Council and its Interagency Task Force on the Central San Joaquin Valley, established by White House Executive Order 13173, which mandates an action plan to address the critical social, economic and environmental issues of the San Joaquin Valley. The FDIC chairs the Task Force’s Financial Education Advisory Group, a broad-based collaborative of financial institutions, community-based organizations and government agencies, which actively sustains and enhances ongoing initiatives in the areas of financial education, asset building, and increased access to financial products and services for underserved communities in Fresno. As one of the Group’s most active members, the Fresno Regional Foundation has focused on strengthening its visibility and reputation in the community; refining a high quality grant-making program which benefits its diverse private and public sector partners. Through its work, the FRF has: Collaborated with a diverse group of partners to help identify and mitigate emerging areas of need throughout the Central Valley; Awarded grants to local organizations in support of financial literacy, mortgage foreclosures, financial stability initiatives and more; and, Provided its support and expertise to broad-based initiatives such as the “Bank on Fresno” effort spearheaded by Governor Schwarzenegger and Fresno Mayor Alan Autry to provide access to affordable financial products, services and education for those currently unbanked or underbanked. [Fresno has the highest rate of unbanked individuals, per capita, in the U.S.] “We truly value the support of the Fresno Regional Foundation in our community development and asset building efforts in the Central Valley,” said Linda D. Ortega, Community Affairs Officer in the FDIC’s San Francisco region. “The FRF has proven its commitment to the San Joaquin Valley and has demonstrated a creative ability to match resources with worthy recipients to improve the quality of life for many residents throughout the region.” Program Areas Human Services To support capacity-building strategies for organizations serving children 0-8. The funding will focus on board governance, leadership development, and/or fiscal management. *These funds can include the costs associated with contracting outside expertise to support capacity-building activities. Human Services Grants Committee Marla Hartman, Fresno Regional Foundation, Board Member; David Johnson, Dunavant of California; Josette Merced Bello, Fresno Superior Court; Dewey Slater, Fresno Regional Foundation, Board Member; Mariam Stepanian, Fresno Regional Foundation, Board Member; Allysunn Walker-Williams, Fresno Regional Foundation, Board Member; James Witt, United States Postal Service 2012 Human Services Grantees Fresno Street Saints: $25,000 to provide board and staff leadership and governance training and support for organizations serving West Fresno. United Way of Tulare County: $25,000 to train the members of five rural water boards on governance, finance, and communications. Community Water Center: $25,000 to provide training and education for residents and water board members in unincorporated communities to address drinking water issues. Poverello House: $20,000 to develop a new strategic plan to best meet the needs of the homeless in Fresno. California Rural Legal Assistance Foundation: $20,000 to educate and engage rural residents in the implementation of SB 375, a state bill that requires regional planning agencies to develop greenhouse gas reduction targets for passenger vehicles. Nonprofit Finance Fund: $15,000 for financial management workshops for local community benefit organizations. High Impact Rationale Helping Children Succeed – The Pathway Out of Poverty: Too many children in the San Joaquin Valley are growing up in poverty. In Fresno County alone, the poverty rate among school-aged children jumped from 27 percent in 2007 to 36 10 percent in 2010 – the highest in the state. Children in poverty face a host of disadvantages that, over time, become nearly insurmountable. The future of the San Joaquin Valley depends on all children having a viable and permanent pathway out of poverty. Research shows that a critical leverage period in a young person’s life is in the years leading up to and through the 3rd grade. The need is even more urgent for children who are also living in poverty; they face worse outcomes on nearly every measurement. Currently, 60 percent of Valley children are not reading proficiently by the end of 3rd grade. Children who are prepared to succeed in school by the end of the 3rd grade are significantly more likely to have a life of opportunity. Why is the 3rd grade such an important milestone? After 3rd grade, a child must transition from learning to read, to reading to learn. The 4th grade curriculum assumes children can read and expects children to use this skill to solve more complex problems. Children who read proficiently by the end of 3rd grade are much more likely to graduate from high school on time, attend college, and obtain higher-wage jobs. We understand that multiple social determinants affect a child’s ability to become literate by the 3rd grade. For example, children need: Families who have sufficient income for decent housing, food, health and dental care, and books. Parents who know how to support their children’s learning in and out of school, and who are able to embrace their role as a child’s first teacher. Adequate family resources to support children to be at school on time, every day, and help children maintain what they’ve learned over the summer months. High-quality early childhood education, so that more children arrive in kindergarten with the language and social skills needed for learning. Schools that embrace and respect students’ home culture and serve as a community hub for services and opportunities for students, parents and families. Fresno Regional Foundation will use the Human Services grant cycle funds to help strengthen and increase the capacity of organizations serving families and children 0-8. Therefore, by incorporating the High Impact priority to Human Services, FRF will be meeting its mission, “To improve the quality of life in the Central San Joaquin Valley through philanthropy.” High Impact Please note: The 2013 High Impact Grant Cycle Goals to Fund will be posted by August 16, 2013. 2012 High Impact Grant Cycle The Fund for the San Joaquin Valley “Local giving to solve the most pressing local problems” How The Fund works The Fund for the San Joaquin Valley is a partnership among local donors, the Fresno Regional Foundation (FRF) and The James Irvine Foundation. An advisory committee of community members guides The Fund and decides where The Fund’s grant dollars can have the most benefit for the region. The Advisory Committee will periodically assess our progress and adjust what we fund to make sure these dollars are having the most positive impact. FRF is working to grow The Fund through the contribution of local donors. The Irvine Foundation has seeded The Fund with a $3 million grant, most of which will be regranted over the next three years. FRF aims to inspire local donors to build a permanent endowment that will make $1 million in grants each year, forever. Although a permanent endowment, The Fund is also a flexible and responsive way for community-minded donors, residents, and leaders to support what works and improve the quality of life for everyone in the San Joaquin Valley. Beginning in 2012 | Helping Children Succeed – The Pathway Out of Poverty Too many children in the San Joaquin Valley are growing up in poverty. In Fresno County alone, the poverty rate among school-aged children jumped from 27 percent in 2007 to 36 percent in 2010 – the highest in the state. That’s one child out of every three. Children in poverty face a host of disadvantages that, over time, become nearly insurmountable. We believe that our community can do better by its children. The future of the San Joaquin Valley depends on all children having a viable and permanent pathway out of poverty. Research shows that a critical leverage period in a young person’s life is in the years leading up to and through the 3rd grade. The need is even more urgent for children who are also living in poverty; they face worse outcomes on nearly every measurement. Currently, 60 percent of Valley children are not reading proficiently by the end of 3rd grade. Children 11 who are prepared to succeed in school by the end of the 3rd grade are significantly more likely to have a life of opportunity. Why is the 3rd grade such an important milestone? After 3rd grade, a child must transition from learning to read, to reading to learn. The 4th grade curriculum assumes children can read and expects children to use this skill to solve more complex problems. Children who read proficiently by the end of 3rd grade are much more likely to graduate from high school on time, attend college, and obtain higher-wage jobs. We understand that multiple social determinants affect a child’s ability to become literate by the 3rd grade. For example, children need: Families who have sufficient income for decent housing, food, health and dental care, and books. Parents who know how to support their children’s learning in and out of school, and who are able to embrace their role as a child’s first teacher. Adequate family resources to support children to be at school on time, every day, and help children maintain what they’ve learned over the summer months. High-quality early childhood education, so that more children arrive in kindergarten with the language and social skills needed for learning. Schools that embrace and respect students’ home culture and serve as a community hub for services and opportunities for students, parents and families. Now is a unique moment in time for action in the San Joaquin Valley. We want to change what children living in poverty can expect from life. There are many bright spots such as promising new programs, heightened national attention on the San Joaquin Valley, and new school innovations. We believe that the grant dollars in The Fund for the San Joaquin Valley can have a transformative effect on our community’s children if we focus our resources for the next several years on ensuring that: In-school and out-of-school programs prepare children to succeed in school by the end of the 3rd grade mutually reinforce and build upon one another’s strengths. New programs close gaps in the web of support for children and families living in poverty and directly impact a child’s ability to succeed in school by the 3rd grade milestone. Organizations think and work holistically to help children succeed in school by the end of the 3rd grade, and understand how their individual programs contribute to this larger goal. Organizations are able to track and measure their progress toward a shared definition of success, and have timely information about what works, and what doesn’t, so that they can course-correct along the way. If we work together in this way, we believe that the sum of all our efforts can be truly greater than the parts. Grant Opportunities | 2012 We plan to award $600,000 of grants in late 2012 to help children in the San Joaquin Valley succeed in school by the end of 3rd grade. In choosing what we might specifically fund, we looked at bright spots in the San Joaquin Valley that might be amplified, as well as bright spots across the country to learn from their approaches. We studied data about the needs of children across the Valley, and looked at the many efforts that are focused on helping children and families move out of poverty and into a life of opportunity. We believe that our grant funds will have the greatest impact by offering the following grant opportunities: Accelerator Grants: For organizations that are effectively collaborating with others, addressing gaps, and aligning services in the educational pipeline. These grants range from $100,000 to $150,000 over two years. The grants are intended to support community-based organizations that are already serving children and families, reinforcing the work of other organizations, integrating services, and addressing gaps. Funding could be used to: Accelerate program impact by reaching more children and families or expand into new geographic areas. Strengthen a program by deepening the services provided or adding new components of work. 12 Work with another organization to strategically align services in a way that builds on each program’s efforts, creating greater benefit than either of the two programs alone could achieve. Alignment Grants: For organizations that want to align their services with other organizations, develop a new program to address a gap in the educational pipeline, or collaborate with other organizations. These grants range from $100,000 to $150,000 over two years. They are intended to support community-based organizations that work directly with children and their families to redesign or rethink their programming so that the organization is able to reinforce and build on the work of other organizations and systems. Funding could be used to: Adjust an existing program design to align services with another part of the educational pipeline, and pilot test the new program design. Develop a new program that addresses a critical gap in the pipeline. Collaborate with other organizations to integrate services and create a more seamless web of support for lowincome children. Connector Grants: For organizations that want to coordinate, connect, and share information between different partners in the educational pipeline. These grants range from $25,000 to $75,000 over one year. Connector grants are intended to fund organizations to coordinate, connect, and share information among the many promising programs and agencies that are working to help children succeed in school by the 3rd grade. Connector grants are intended for organizations that are or can be at the hub of other initiatives and networks. Funding could be used to: Help multiple stakeholders define success in a clear, concrete way. Help stakeholders identify their organizations’ contributions to the overall goal and identify gaps. Help others collaborate to close gaps or tap emerging opportunities. Work with multiple stakeholders to create shared vision and goals and communicate the vision and goals to the community at large and to potential donors. Advocacy Grants: For organizations to identify and accomplish a specific policy or procedural change. These grants will range from $25,000 to $75,000 for one to two years. Advocacy grants are intended to help organizations identify a specific policy or procedural change that, if taken, could remove barriers or improve outcomes for low-income children to succeed in school by 3rd grade. Funding would be used to support organizations to identify a specific change and to advocate for action on that issue. Arts and Culture; Youth; Teen Pregnancy Prevention; Environment Key Staff Dan DeSantis, CEO - [email protected] DanEight years ago Dan DeSantis became the Fresno Regional Foundation’s first CEO. Since then, working closely with the Board of Directors, Dan has guided the Foundation through its Rebirth as it has assumed the position of the visionary philanthropic leader in the San Joaquin Valley. Dan grew up in the San Fernando Valley. He received his bachelor’s degree in Education from California State University, Northridge and earned a master’s degree in Public Administration at the University of Southern California. Dan spent the first 20 years of his professional life as a Hospital Administrator. He spent the last twelve years in healthcare as the CEO of Sierra Kings District Hospital in Reedley, CA. In 1999, he was hired by the Fresno Superior Court to create and run the court’s first mediation program. Dan left the court in 2005 to join the Fresno Regional Foundation. Dan’s wife Kathy began her career as a Registered Nurse and later transitioned to the legal profession. She is currently an attorney working at the Fifth District Court of Appeal. Dan and Kathy have one son, Angelo, who is also an attorney. Angelo’s wife, Molly, is a pediatrician and they have a two year old son, Stanley. Lori Clanton, Director of Administration - [email protected] Lori joined Fresno Regional Foundation staff in 2006, bringing 15 years of finance, human resources, and information technology experience to the Foundation. The opportunity to work closely with nonprofits, donors, and community leaders 13 has been inspiring and incredibly rewarding for Lori. The FRF staff is a wonderful group to work with every day, and Lori enjoys overseeing the rewarding work accomplished by the entire team. It is her goal to help all employees maximize their work performance, increase job satisfaction, and enhance their career potential. She is a transplant to Fresno from the Bay Area and now considers Fresno her home. She received a Bachelor’s degree in Psychology and a Master’s degree in Business Administration from California State University, Fresno. She has traveled extensively, including twice to China to adopt her two daughters. She deeply appreciates the resources and opportunities that come with living in the Central Valley, and she loves that Fresno provides a culturally rich and diverse home in which to raise her family. Rico Guerrero, Donor Relations Coordinator - [email protected] Rico Guerrero is a graduate of Fresno State and earned his Master’s degree at Fresno Pacific University in Leadership and Organizational Studies. He is also a faculty member at Fresno State in the Recreation Administration Department teaching the Nonprofit and Community Recreation course. Rico, and his wife Denise, have three children, and have been married for over 10 years. Rico is an active family man who enjoys exploring the outdoors, coaching soccer, and engaging in his community. Rico is originally from San Jose, CA, but has lived in the valley for over 20 years. Over those 20 years he has recognized the beauty of the valley and its people. He has served as an advocate for youth of Fresno County and has worked to improve the lives of youth in the central valley by providing them with hope and opportunities. As the Donor Relations Coordinator, Rico will focus on planned giving options, complex gifts, and growing The Fund for the San Joaquin Valley. Sharon Sanchez, Finance Manager – [email protected] Sharon joined Fresno Regional Foundation in 1997, bringing 18 years of nonprofit accounting experience. Sharon is instrumental in maintaining an integrated fund management system designed specifically for community foundations. She records, tracks and reports on the multitude of donor funds and accounts. A lifetime resident of Fresno, Sharon is married with six children and nine grandchildren. Sandra Flores, Senior Program Officer – [email protected] Sandra is the Senior Program Officer for the Fresno Regional Foundation (FRF). She has been with the Foundation since 2007. As part of her role at FRF, she oversees program staff and the competitive grantmaking program which includes Arts & Culture, Youth, Human Services, and Environment. She also leads the Teen Pregnancy Prevention Grantmaking Initiative that began in 2008. She currently serves as a board member for the Central California Latina Network (CCLN). In recent years, she has served as a volunteer for the 2010 Census Complete Count Committee, American Humanics Program at CSUF, Court Appointed Special Advocates (CASA) of Fresno and Madera, Fresno Barrios Unidos, and was a member of the design team for Bank on Fresno. Sandra actively seeks opportunities to enhance and contribute to the community with her time, talents and resources. A Fresno native, and member of a large, traditional Mexican family, she is committed to educating, informing and engaging the Latino community to be advocates for change. Sandra received her bachelor’s degree in history from University of Oklahoma City. She and her husband Peter have been married for 24years. They have three grown children and her family continues to grow with four grandchildren. Natalie Garcia, Program Officer – [email protected] Natalie Garcia holds a Bachelors of Arts in Mass Communications and Journalism from California State University, Fresno. She has worked as a reporter at the Visalia Times-Delta and The Providence Journal in Rhode Island, where she reported on the environment as a fellow for the Metcalf Institute on Marine and Environmental Reporting. Upon returning home to the Central Valley in 2009, she accepted a position with AmeriCorps at Marjaree Mason Center (MMC). At MMC, she last held the position of Training Coordinator, and was responsible for organizing training for MMC staff and community partners on domestic violence issues. She also provided financial empowerment classes for MMC shelter clients. Natalie is a member of the Master Gardener Class of 2011, and has also volunteered for Marjaree Mason Center, Habitat for Humanity, and Grid Alternatives. The proud daughter of a Mexican father and Japanese mother, the rich cultural and ethnic landscape of the Central Valley has always called her back home, where she has committed to working for a healthier, brighter future for its residents. Charise Hansen, Program Officer – [email protected] Charise Hansen is a Program Officer at the Fresno Regional Foundation. Charise brings 25 years of practice working in mission driven organizations throughout Central California. Her past experience includes being the Development Coordinator at Marjoree Mason Center and the Program Manager/Interim Deputy Director at Catholic Charities in Merced. Her abilities to develop programs as well as community engagement strategies have resulted in managing various grantfunded programs impacting rural communities throughout the San Joaquin Valley, focusing on the areas of youth, immigrant services, volunteerism and community building. 14 She has initiated a youth resource and network system within an eight-county region as well as hosted a weekly television show for youth on Channel 49. Charise is a native of Fresno, CA and the proud mother of three children and one grandchild. She is a graduate of Ashford University. Sarah Soberal, Foundation Support Specialist – Programs – [email protected] Sarah brings a wide variety of non-profit experience to Fresno Regional Foundation. Sarah graduated from North Carolina State University, where she studied Psychology and Business Management. Since earning her BA, Sarah has worked for several notable organizations whose focuses have included child abuse prevention and treatment, family development, youth development, animal rescue, and healthcare. Sarah’s experience with these organizations has included work in fundraising, education outreach, volunteer coordinating, and program development. She is passionate about the impact philanthropy and volunteerism can have on a community. Sarah is proud to call the Central Valley her home, and hopes that those individuals and organizations invested in the well-being of our community will continue their great work and encourage others to do the same. Sarah’s husband Jake is an attorney at Walter & Wilhelm Law Group in Fresno. Sarah and her husband enjoy skiing, exploring local restaurants, and supporting Fresno’s downtown revitalization efforts. Sarah is an advocate and volunteer for local animal rescue, and a lover of classic Disney movies. Michelle Murphy, Foundation Support Specialist – [email protected] Born and raised in Clovis, Michelle Murphy has always called the Central Valley her home. Michelle graduated from the University of California, Davis with Bachelor of Arts degrees in Economics and Communication. During her time at Davis, she reported for The California Aggie covering stories ranging from homeless students to presidential candidate rallies. Michelle worked in Washington, DC as a reporter for The California News Service, a non-profit news wire service where she covered stories on matters of particular interest to California. Returning home, Michelle wanted to do more than write about the issues that were affecting the people in the Central Valley; she wanted to be a part of an organization that was working to fix those issues. Now working with FRF's friendly staff, Michelle is excited to be able to see the power that philanthropy has in shaping a strong Central Valley for generations to come. Michelle is thankful for the support and love that her family has given to her over the years. She has a passion for traveling and enjoys exploring new countries with her family, but also enjoys the simple pleasures of being home like BBQs during the summer and watching her little sister's water polo games. Board of Directors Carole Andersen, Chair: Carole Andersen is the managing director of Deloitte’s Fresno office. In this role, she leads three teams of client service professionals which provide tax, tax controversy and audit services for a broad base of clientele located primarily in California’s Central Valley and Central Coast regions. She oversees client relationships, business development, staff development and recruiting efforts. Carole is a certified public accountant with 30 years of tax experience. She directly serves a portfolio of clients which includes privately-held companies, business owners, and trusts. Throughout her career she has been active in the community, serving as a board member and committee member for various charitable and cultural organizations. Carole graduated from California State University, Fresno, with a B.S. in Business Administration and an emphasis in Accounting, and holds an M.S. in Taxation from San Joaquin College of Law. Carole and her husband, Tom Jones, are long-term residents of Fresno. Hon. Brad R. Hill, Vice Chair: Judge Hill received a B.S. in business administration, an M.B.A from CSU Fresno and his J.D. degree from University of California, Hastings College of Law. He specialized in civil litigation with McCormick, Barstow, Sheppard, Wayte & Carruth before his appointment to the Municipal Court in 1991 by Governor Deukmejian. This was followed by the appointment to the Superior Court in 1998 by Governor Wilson, and in 2006 Governor Schwarzenegger appointed Judge Hill to the Court of Appeals, Fifth Appellate District. Judge Hill's service includes work with the following: Judicial Council of California, California Facilities Transitional Task Force, California Judicial Education Program, Fresno County Court Facilities Foundation board of directors, California Judge's Association and Hastings College of Law Alumni board of directors. Lydia Herrera - Mata, Secretary: Lydia Herrera-Mata, MD, resides in Madera County and is an Assistant Clinical Professor at the University of California, San Francisco—Fresno in the Family Medicine Residency Program. Lydia’s experience and expertise will enrich both our Youth and Environmental Grants Committees. She is a family physician at Adventist Community Care, primarily in Selma. Dr. Herrera-Mata is the Co-Medical Director of Reach Out and Read Fresno and also the Associate Director of California Area Health Education Center Program, which aims to increase health care professionals in underserved areas. Lydia moved to the San Joaquin Valley in 1998, and lives in Madera with her husband, Olegario Mata. They have twin 14-year-old sons, Agustin and Luis. Marla Hartman, Treasurer: Marla is a graduate of CSU Fresno with a B.S. in Community Benefit Administration and Organizational Behavior, and is certified through the American Humanics Program in Nonprofit Management and 15 Leadership. Prior to moving to the Central Valley and returning to school, she was a business owner for 16 years in Southern California employing more than 80 people in the office equipment industry. Her volunteer work includes service on various boards, including Board Chair for Miracle House, a residential recovery program for women. Marla is motivated to dedicate her shift in professional career choice to building the capacity of community benefit organizations in the Valley. Marla has served on the board for Association of Fundraising Professionals, and enjoys working in partnership with local community benefit organizations that focus in aiding those with disabilities and finding solutions to homelessness. She and her husband have three grown children and two delightful young grandsons. Desa C. Belyear: A native of Fresno, Desa Belyea has spent most of her career in the newspaper business beginning with her first job at age 16 as a reporter for the Sanger Herald during summer vacation. After graduating from CSU, Fresno, she moved to San Francisco to do public relations for CARE (Cooperative for American Remittances to Everywhere). She returned to Fresno to assume responsibility for the Women's Section of The Fresno Bee and was instrumental in realigning The Bee's resources to better serve the diverse population and changing demographics of the region. She was the first woman to hold the position of assistant managing editor at The Bee and was responsible for the newsroom's strategic planning. In 1995, Desa and her husband, the late George Belyea, established the George and Desa Belyea Charitable Trust to be administrated through the Fresno Regional Foundation, "because Fresno had been good to us and we wanted to do something good for Fresno." Now retired, Desa divides her time between Fresno and San Francisco. Carol Chandler: Carol Chandler is committed to education and to the continuing health of the agriculture industry in California. While she is very active in her own community, she also participates in several service and civic organizations statewide. Chandler received her bachelor’s degree from the University of California, Davis and her master’s degree from CSU Fresno. She taught at San Joaquin Valley schools including Fresno City College before devoting full time to the family business, Chandler Farms. She and her husband, Bill, farm grapes, almonds, and tree fruit in the Selma district of Fresno County. They grow grapes for raisins and wine, as well as almonds, peaches, plums and nectarines. She handles the business administration portion of the operation. Chandler was appointed by Governor Arnold Schwarzenegger to the California State University Board of Trustees and by Governor Pete Wilson to the California Post-secondary Education Commission and the University of California Board of Regents. She served as State President of California Women for Agriculture and as a member of the board of the Western Growers Association, and the Cal Chamber Board. She was honored as one of California State Legislature’s Women of the Year in 1992 and 2002. She also received the 2004 Agriculturist of the Year by the Fresno Chamber of Commerce. She belongs to the Institute for Family Business and the Common Threads Committee, which honors philanthropic women in Valley communities. Chandler enjoys playing golf, reading, and traveling. She and Bill have two sons and one grandson. James Hallowell: James learned early in life the value of philanthropy through his father’s example of generosity and concern for others. A lifetime resident of the San Joaquin Valley, James graduated from Clovis High School and CSU Fresno. He has been married to his high school sweetheart Coke for 50 years. They worked hard to raise a family and build a business, the Hallowell Chevrolet Company. Together they dedicated years of service and financial support to many organizations that serve the betterment of the community. As leading philanthropists in our region, Coke and James continue their good works and set a standard for philanthropic giving that inspire others to do likewise. Jeanette Ishii: Jeanette Ishii serves as Sr. Government Relations Representative for Pacific Gas and Electric Company. She represents the company in local government relations in Fresno County and ten of its cities. Jeanette’s duties include public policy, political and charitable contributions, and emergency liaison responsibilities. Jeanette previously served in several roles with the County of Fresno. Most recently, she served as the Economic Development Coordinator where she worked with the Cities, the Economic Development Corporation, the Workforce Investment Board and other stakeholders. She was also responsible for Managing the Fresno County Regional Enterprise Zone which covers 14 cities providing tax credits and other incentives for businesses. Prior to this role, Jeanette served as Assistant County Administrative Officer for five years. She was responsible for operations and legislation for the County. Jeanette has also served as the Executive Director of the Kenneth L. Maddy Institute at California State University, Fresno and the Director of Development for the College of Social Sciences at the University. In her work at the Maddy Institute she worked with the Great Valley Center to cosponsor the Great Valley Leadership Institute. Jeanette's passion for business played an important part in her life as she served as the President and owner of San Joaquin Valley Farms, Inc. On a personal level, Jeanette is happily married to the Honorable Anthony W. Ishii, Chief Judge of the United States District Court, Eastern District, CA. Together they have one son, Michael Ishii. Celia Maldonado-Arroyo: Celia Maldonado-Arroyo has a long and distinguished career in education. She is retired from the position of Associate Dean of the Extended Opportunity Programs and Services (EOPS) at College of the Sequoias. Prior to her work at COS, she held positions with Fresno City College and Fresno Unified School District. Celia currently serves as Board President of the Tulare County Board of Education, and as a charter member of the Tulare County Latino 16 Rotary. Additionally, Celia has served as the State President of the Association of Mexican American Educators, and a board member of Radio Bilingue, the Tulare/Kings Hispanic Chamber of Commerce and United Way of Fresno, among others. Celia earned her Bachelor of Science degree in Office Administration and Master of Arts degree in Counseling and Guidance from California State University, Fresno. Rich Olsson: Rich is a native Californian and was raised in the San Joaquin Valley in Visalia. He received his BA in Economics from the University of California at Santa Barbara in 1968. Rich joined Wells Fargo in 1969 and spent his entire career with the company. Rich continued his education at Wells Fargo by completing the Graduate School of Credit and Financial Management at Stanford University in 1980. He spent the majority of his career in the Commercial Banking Group and retired in 2010 as an Executive Vice President and Regional Manager for the Fresno Regional Commercial Banking Office. Since retiring, however, Rich has returned to Wells Fargo to do some consulting on a part time basis with his former office. Over his professional career Rich has served on several non-profit boards in Monterey and Fresno counties that include: United Way, YMCA and the Ag One Foundation. Rich also served on the Business Advisory Council at the Craig School of Business at Fresno State and on the board of the Economic Development Corporation of Fresno County, where he also served as Chairman for two years. Rich is a member of the Rotary Club of Fresno where he has been a member for yearly 20 years. Rich is married to Debra who is an RN, and they have two grown sons. Judge Armando Rodriguez: Retired Fresno County Superior Court Judge Armando Rodriguez, 81, is a Latino community icon. After earning his bachelor’s degree from Fresno State, Rodriguez attended law school at Hastings University. In 1972 he was the first Hispanic elected to the Fresno County Board of Supervisors. In 1975 Gov. Jerry Brown appointed Rodriguez to Fresno County Superior Court. Although retired, he continues to sit on the bench and hears cases in Coalinga twice a week. Judge Rodriguez and his wife Betty have each received La Medalla Ohtli, the highest recognition bestowed by Mexican government on non-Mexican citizens. They were honored for their exemplary work with Mexican Consulate, with Fresno’s Sister City Torreon and with youth from Mexico. His local community service includes being a director of Arte Americas, Fresno County Community Hospital, Fresno- Torreon Sister- City Committee and many other organizations. He was the first in his family to graduate from college and the first lawyer who worked for the California Rural Legal Assistance. He was one of first to be elected to serve as an advisor with el Instituto de los Mexicanos en el Exterior during Mexico President Vicente Fox’s administration. Dewey Slater: Dewey was born and raised in Fresno and he and his brother are the third generation owners of the Slater Furniture Company. Owning and operating a family business has allowed him to continue a family tradition of community involvement. His father Gerald served on the first Fresno Regional Foundation board. He has had the opportunity to serve in leadership positions in many local business and charitable organizations. He has also had a long and active membership in the Rotary Club of Fresno and Temple Beth Israel serving as president of both. Dewey graduated from Fresno High School and received a BS in economics from the Wharton School at the University of Pennsylvania in 1970. He is married to the former Marie Campopiano and they have two grown children. Ray Steele, Jr.: Ray retired as publisher of The Fresno Bee after working 45 years in the media business. Ray grew up in Fresno County and received his bachelor of arts degree from California State University, Fresno. He was recognized by the University in 2005 as its outstanding alumnus of the College of Arts and Humanities and was the first inductee into the Mass Communication and Journalism Department's Hall of Fame. Ray serves on the board of directors of the Fresno State Foundation and two privately held companies. He has served on boards of various community organizations, including the Fresno Greater Area Chamber of Commerce, the Fresno Business Council and the Economic Development Corporation Serving Fresno County. He and his wife, Mary Lou, have two grown daughters and five grandchildren, all of whom live in the Fresno area. Mariam Stepanian: Mariam is president and general manager for Valley Public Radio. She was born in Selma, raised in Fresno, and graduated from California State University, Fresno. Mariam began her career writing grants for the Marjoree Mason Center, and in 1980, began her tenure at Valley Public Radio (VPR) where she worked as development director and station manager before she became president and general manager. Mariam was honored to be invited to join the Foundation’s board of directors. “Never before have I connected with so many interesting and interested individuals. I have watched this foundation for years, and I believe what once was a small quiet community foundation is now ready to become a vital resource for the community. Fresno Regional Foundation, like VPR, is about changing the quality of life. These things appeal to my heart and intellect.” When Mariam wants to have fun, she enjoys hot-air ballooning, entertaining, gardening and sharing time with her family. Sometimes, you can even see her on the back of her husband’s Harley. Allysunn Walker-Williams: Allysunn Walker-Williams is President & CEO of The Walker-Williams Group, a management consulting firm specializing in community economic development initiatives. Prior to launching the Walker-Williams Group, Allysunn served as Chief Real Estate Development Officer for the Fresno Housing Authority from 2009-2012. She also 17 served as Associate Executive Director of the Fresno County Economic Opportunities Commission and Assistant Director of the Office of Community and Economic Development at Fresno State University. She has extensive experience in strategic planning and implementation in community and economic development initiatives, and serves on several local boards and committees, including the Union Bank Community Advisory Board, Dr. Welty's University Advisory Council, and the Fresno Metro Black Chamber of Commerce Foundation. Allysunn graduated from Harvard University where she earned a BA; UCLA School of Public Health where she earned a Masters in Public Health with honors; and Fresno State University's Craig School where she earned an MBA. She lives in Fresno with her two children, Sarah and Chas. Emeritus Board William M. Lyles: Recognized as a leader in the building industry, William Lyles is a pillar in the Central Valley. Bill has served in many local, state, and national organizations. He has been on local boards, including Fresno Regional Foundation, the National Association of General Contractors, Fresno Economic Development Corp, California State Chamber of Commerce, Valley Public Television, California State University, Fresno Foundation, and many others. Bill has been a strong voice for educational institutions in the region, such as California State University, Fresno, the San Joaquin College of Law, community colleges, and public schools. Bill holds a Bachelor of Science degree from Purdue University and served in the U.S. Navy Civilian Engineering Corps. Chris Rogers: Chris has a distinguished record of community service, including her years as a board member of Fresno Regional Foundation, where she presided as chairman of the board in 1985. In recognition of her immense contribution to philanthropy, Chris is the first member to be elected as an emeritus board member. She has a lifetime of good works, including: president, Junior League of Fresno; president, San Joaquin Valley Town Hall; board member, Association for Mentally Retarded; board member, United Way of Fresno; president, Holiday Guild, Valley Children’s Hospital. A native of Madera, Chris received both her B.A. and M.A. from Stanford University. She has been married to William Rogers for 52 years and they have two children and three grandchildren. Morton G. Rosenstein: Dr. Rosenstein is a retired OB/GYN who practiced for 40 years in Fresno. Since his retirement, Mort served as Interim Executive Director at the Fresno Regional Foundation and served three terms as Board Chair. Additionally, he was on our 2008 Grants Committee and Teen Pregnancy Prevention Committee. Mort served on the Fresno County Grand Jury and was Foreman. He has served on many local boards, including Focus Forward and Exceptional Parents Unlimited. Mort was the recipient of the 2009 Floyd Poore Memorial Award from Comprehensive Youth Services and is a recognized leader in the Central Valley. Mort trained at Fresno County General Hospital, is a Fellow of the Board of Obstetrics and Gynecology and is also a Diplomate of the College of Obstetrics and Gynecology. O. James Woodward III: The second trustee to be elevated to board member emeritus, James follows in the footsteps of his father who was a founding board member of Fresno Regional Foundation. Currently a counsel with Baker, Manock, & Jensen, Attorneys at Law, James received his B.A. at the University of California, Berkeley, an M.B.A. from Stanford University and his J.D. from University of California School of Law. A long-time community activist and philanthropist, James serves on many boards including CSU Fresno Foundation, Fresno Historical Society and Saint Agnes Medical Center Foundation. James served as a captain in the U. S. Army and artillery. He and his wife, Judith, have four children. Emeritus Board Recent Grants $1,006,228 to Fresno Healthy Communities Access Partners, Fresno, CA, in 2010, payable over 1 year. $449,653 to California State University at Fresno Foundation, Fresno, CA, in 2010, payable over 1 year. $289,216 to Morgan Stanley Smith Barney Global Impact Funding Trust, Purchase, NY, in 2010, payable over 1 year. $240,468 to Focus Forward, Fresno, CA, in 2010, payable over 1 year. $100,000 to Fresno Barrios Unidos, Fresno, CA, in 2010, payable over 1 year. $66,313 to United Way of Fresno County, Fresno, CA, in 2010, payable over 1 year. $40,000 to Easter Seals Central California, Fresno, CA, in 2010, payable over 1 year. $28,950 to Boy Scouts of America, Fresno, CA, in 2010, payable over 1 year. $25,493 to University of California San Francisco Foundation, San Francisco, CA, in 2010, payable over 1 year. $20,000 to Fresno Metropolitan Ministry, Fresno, CA, in 2010, payable over 1 year. Geographic Focus Giving primarily in the central San Joaquin Valley, CA, area, especially Fresno, Kings, Madera, Mariposa, Merced, and Tulare counties. Application Information Grantmaking Guidelines 18 Eligibility To be eligible to apply, your organization should be: A 501(c)3 nonprofit Government Agency (ex: cities, counties) Community Group w/ fiscal agent Public Agency (ex: library) Educational Institution (ex: high school or university) Services/programs provided in one or more of the geographic areas of Fresno, Madera, Tulare, Merced, Mariposa and Kings Counties. Financial Health measured by: IRS 990 Most recent Board-reviewed internal financial statements (needs to include assets, liabilities, revenues and expenses) External audit (only if gross receipts more than $500,000) Operational budget for organization Minimum of five board members with diverse experiences/backgrounds Restrictions Fresno Regional Foundation will not consider grant requests for the following: Previously incurred expenses Fundraising by one agency on behalf of another Endowments Institutions limiting their services to persons of a single religious sect or denomination Individuals Follow-up and reporting requirements When applying, please carefully review the final report form in order to understand the reporting requirements for funded grant requests. Organizations must be prepared to comply with all reporting requirements at the end of the grant period. Additionally, you will be asked to provide electronic copies of press releases and/or media contacts resulting from the grant award. Failure to submit the final report may disqualify the grantee from future funding requests. Grantee site visits may be conducted by the program officer and/or a board member of the Foundation during the term of the grant. If you have any further questions, please contact the Program Officers. 2013 Human Services Grant Cycle IMPORTANT NOTE FOR APPLICANTS: The 2013 Human Services grant cycle is requiring a Letter of Interest (LOI) to be submitted as an initial step in the grant application process. From the LOI, FRF will “invite” a limited number of non-profit Community Benefit Organizations (CBOs) to submit applications. Letters of Interest must be two-pages and submitted by Wednesday, May 29 at 5 p.m. To view the guidelines, submission instructions and LOI template, please download the document below. Selection Criteria These items will cause the applicant’s proposal to receive a higher ranking: Serving unincorporated communities Serving low-income communities and communities of color Grant Amounts and Duration The Fresno Regional Foundation will be granting approximately $120,000 for Human Services. The grant range is $5,000 to $25,000. One two-year grant of up to $30,000 may be awarded. High Impact Grant Cycle Grant amounts and duration We will award $600,000 of grants in late 2012. Grant requests can range from $25,000 to $150,000 and can be for more than one type of grant activity. In other words, an organization can apply to accelerate its work as well as to advocate for a specific policy change. Grant terms may be up to two years, depending on the type of project proposed and the timeline needed to accomplish the grant’s objectives. 19 Selection Criteria | Should your organization apply for a grant? We are looking to support organizations that deeply understand the educational pipeline in the San Joaquin Valley, from birth to career, and that are looking for ways to align their services, close gaps, and remove barriers to children’s success in that pipeline in the critical years leading up to and through the 3rd grade. As a threshold, applicants must: Work in low-income communities with low-performing schools. Predominantly serve or benefit children and families in the years leading up to and through the 3rd grade. In addition, the most competitive applicants will: Have a clear understanding of relevant policy issues that impact their organization, field, and services. Be interested in or already coordinating and connecting with other organizations that are working with children and families in the years leading up to and through the 3rd grade. Understand the educational pipeline and, in particular, the age 0 to 8 continuum of services and be able to identify their unique contribution to that pipeline. Use data to demonstrate that their program is effective and to improve outcomes. Be able to tailor program approaches and offerings to the unique context and culture of different student groups and schools. Have proven expertise and a track record of success. Have strong operating capacity. Have an attitude of partnership and a desire to learn and improve. Offer a strong rationale for the program details being proposed. Demonstrate how alignment of programs and services has resulted in improved outcomes for children and families living in poverty. Geography We believe that this type of integrated approach will be most successful if we concentrate our resources in a few, specific communities. We recognize how important it is for organizations, families, and schools to work together to support one another’s efforts and address gaps, and we are mindful of spreading these relatively small resources too thin. In this first round of grant opportunities, we invite proposals from individual efforts throughout the San Joaquin Valley, specifically, Fresno, Tulare, Kings, Madera, Mariposa, and Merced counties. We are interested in Valley-wide outreach so that we might identify bright spots and communities that are already beginning to coordinate, align, and mutually support the educational success of children living in poverty. In future funding rounds, we will likely deepen our partnership with specific communities based on this first round of grants. _____________________________________________________________________________________ GenCorp Foundation, Incorporated P.O. Box 15619 Sacramento, CA 95852-0619 (916) 355-3600 [email protected] About The GenCorp Foundation, the philanthropic arm of GenCorp and its subsidiary companies, was established in 2000 to provide charitable resources in the communities where the company does business and where its employees live, work and volunteer. Community Overview GenCorp embraces a commitment to support and give generously in the communities where it conducts business. Corporate responsibility is an integral part of the Company's corporate culture. The enCorp Foundation (the philanthropic arm of GenCorp and its subsidiary companies) is dedicated to supporting education and non-profit organizations in the communities where employees live, work and volunteer. Through grants, scholarships and matching gifts, the GenCorp Foundation distributed $604,345 in 2012. GenCorp and Aerojet employees support their communities by donating their time, as well as financially through an annual employee giving campaign. Over the last five years, employees have pledged more than $1.5 million to schools and nonprofit organizations. GenCorp encourages its employees to volunteer their time and talent to schools, organizations, programs and causes they are passionate about. To foster community involvement, volunteer opportunities are offered at all facilities. These volunteer events are coordinated by local site coordinators and reflect the interests of involved employees and their families. Read the GenCorp Foundation’s 2012 Year in Review: http://www.gencorp.com/documents/GenCorpFoundation2012YearinReview.pdf 20 Program Areas: The foundation supports organizations involved with arts and culture, health, human services, and civic affairs and programs designed to promote education. Special emphasis is directed toward programs designed to promote technology, engineering, mathematics, and science. Key Staff: Juanita Garcia, Executive Director; Rebecca Cieplinski, Administrative Assistant Board of Directors Chris W. Conely,* President; Vice President, Environmental Health & Safety, GenCorp David Fox, Treasurer David Fox's Experience: Director of Financial Reporting, GenCorp, April 2004 – Present (9 years 3 months); Corporate Accounting and Reporting Manager, JDSU, February 2001 – September 2003 (2 years 8 months) San Jose, CA; Accounting Manager, SDL, Incorporated, April 1998 – February 2001 (2 years 11 months) San Jose, CA; In Charge/Staff Accountant, PwC, December 1995 – April 1998 (2 years 5 months) San Jose Audit David Fox's Certifications: Certified Public Accountant, License 75268, April 1998 David Fox's Education: San Jose State University, Bachelor of Business Administration (B.B.A.), Accounting, 1992 – 1995 Grade: Cum Laude; Valley Christian David Fox's Additional Information: Interests: Tennis, hiking, paddle boarding Groups and Associations: JDSU Alumni Association; The American Institute of CPAs Jennifer Goolis,* Secretary Jennifer Goolis, SPHR, CCP, CBP, GRP's Experience: Director and Secretary, GenCorp Foundation, April 2001 – Present (12 years 3 months); Director, Human Resources, Aerojet, April 1999 – Present (14 years 3 months); Board Member, Discovery Museum, June 2006 – June 2012 (6 years 1 month); Account Executive, Financial Services, PeopleSoft, July 1997 – February 1999 (1 year 8 months); Director, Human Resources, Western Farm Credit Bank, March 1987 – April 1997 (10 years 2 months) Jennifer Goolis, SPHR, CCP, CBP, GRP's Certifications: SPHR, Society for Human Resource Management; CCP, CBP, GRP, WorldatWork Jennifer Goolis, SPHR, CCP, CBP, GRP's Education: University of San Francisco, BS, Information Systems Management Dave Hatch David Hatch's Experience: VP& Chief Operating Officer, Easton Development Company, LLC, December 2003 – Present (9 years 7 months); VP - Real Estate, GenCorp, December 2003 – Present (9 years 7 months); Vice President – development, Gate Capital LLC, 1997 – 2003 (6 years) David Hatch's Education: University of Southern California - Marshall School of Business, BS, Real Estate Finance, 1986 – 1990, Activities and Societies: Alpha Kappa Psi Roger M. Myers: Executive Director, Electric Propulsion & Integrated Systems Capture Ronald Samborsky: Vice President, Strategy, Aerjoet Ron Samborsky's Education: California State University-East Bay, 1973 – 1977 Robert Shenton: Vice President, Sustainable Operations, GenCorp Recent Grants $56,250 to Crocker Art Museum, Sacramento, CA, in 2009. For schools and teachers' program, payable over 1 year. $50,000 to Folsom Cordova Unified School District, Rancho Cordova, CA, in 2009. For Project Lead the Way program, payable over 1 year. $30,000 to KVIE Public Television, Sacramento, CA, in 2009. For science program, including NOVA, payable over 1 year. $20,000 to Powerhouse Science Center, Sacramento, CA, in 2009. For Fly Me to the Moon exhibit, payable over 1 year. $12,500 to California State University, Sacramento, CA, in 2009. For community-based math tutoring program, payable over 1 year. $10,000 to DonorsChoose.org, Decatur, GA, in 2009. For teaching materials, payable over 1 year. Geographic Focus Giving primarily in areas of company operations, with emphasis on Huntsville, AL, Camden, AR, Sacramento, Vernon, and Woodland Hills, CA, Washington, DC, Socorro, NM, Jonesborough, TN, Clearfield, UT, Gainesville and Orange, VA, and Redmond, WA. 21 Application Information 2012 Grant Guidelines Grant Application Process and Guidelines The GenCorp Foundation seeks to improve the quality of life in the communities where Aerojet and GenCorp employees live, work and volunteer. The GenCorp Foundation’s primarily focus is education, with emphasis on Science, Technology, Engineering and Mathematics (STEM) education. It also supports health and social services, arts organizations and civic and environmental projects. Eligibility Grant applicants must be a United States based public charity with a 509 (a)(1) or 509(a)(2) designation under Section 501(c)(3) of the Internal Revenue Code or a United States – based accredited public or private school Application Process Step 1: Applicants are asked to submit a one-to-two page Letter of Inquiry(LOI) that contains the following information: Brief description of need and program specific objectives Amount requested Brief history of the organization submitting the request Letters of Inquiry may be submitted on your organization’s letterhead to: GenCorp Foundation, Inc. P.O. Box 15619 Sacramento, CA 95852- 0619 [email protected] Fax: (916) 355-2515 Step 2: Letters of Inquiry will be reviewed within 30 days of receipt. If the program or project falls within the guidelines and current funding capability of the GenCorp Foundation, applicants will be asked to submit a complete proposal that should contain the following: 1. Grant narrative including: Mission statement of the organization Description of the organization and its background and history Full description of the proposed program, its goals and objectives and the population being served, including clear evidence of the need for the program 2. Identity and qualifications of the key personnel involved 3. Names and affiliations of all directors or trustees 4. Detailed program budget showing all sources of funding, including amount being requested from the GenCorp Foundation and identifying other sources of funding 5. Latest financial statement. 6. Copy of your 501(c)(3) determination letter 7. Discussion on how results will be measured and reported to the GenCorp Foundation Funding cycles are April, July and October. Restrictions The GenCorp Foundation does not fund Individuals; private foundations; and international, fraternal, social, or labor organizations. Political parties, candidates, or lobbying activities. Organizations and programs that are harmful, or which pose a potential conflict of interest for GenCorp or its business units. Operating expenses or capital campaigns. Courtesy advertising, benefits, raffle tickets, golf tournaments, and other fund raising events involving purchase of tables, tickets, sponsorships or advertisements. Religious organizations unless the program is a secular community outreach program benefitting the community at large (e.g. homeless shelter, food bank) Organizations where there is direct benefit to directors of the foundation, employees, or directors of the corporation. Research grants and conferences. 22 ____________________________________________________ Hanson Family Foundation 504 E. Balfour Ave. Fresno, CA 93720-0895 (559) 435-9020 About: Established in 2009 in CA. Program Areas: Arts; Education; Healthcare Key Staff: Eric Hanson, President; Darlene Hanson, Secretary Recent Grants $55,000 to Well Community Church, Fresno, CA, in 2010, payable over 1 year. $25,000 to Every Neighborhood Partnership, Fresno, CA, in 2010, payable over 1 year. $15,000 to World Vision, Federal Way, WA, in 2010, payable over 1 year. $5,000 to American Baptist International Ministries, Valley Forge, PA, in 2010, payable over 1 year. Application Information: Application form required. Initial approach: Letter. Deadline(s): None _____________________________________________________________________________________ Herwaldt Foundation 2615 W. Lake Van Ness Cir. Fresno, CA 93711-7024 About: Established in CA. Program Areas: Christian agencies & churches; Education; Human services; Youth, services Key Staff Louis Herwaldt, President: serves as Trustee Emeritus of Community Medical Centers and served as its Director. Jo Ann Herwaldt, Secretary Recent Grants $92,000 to Masters College, Santa Clarita, CA, in 2011, payable over 1 year. $30,000 to Slavic Gospel Association, Loves Park, IL, in 2011, payable over 1 year. $10,000 to Baptist World Mission, Decatur, AL, in 2011, payable over 1 year. $6,000 to Youth for Christ, Fresno, CA, in 2011, payable over 1 year. $4,500 to Hinds Hospice, Fresno, CA, in 2011, payable over 1 year. $4,000 to Fresno Street Saints, Fresno, CA, in 2011, payable over 1 year. $2,500 to Break the Barriers, Fresno, CA, in 2011, payable over 1 year. Geographic Focus: California Application Information: Applications not accepted. Contributes only to pre-selected organizations. _____________________________________________________________________________________ Intuit Foundation P.O. Box 7850, MS MTV-07-02 Mountain View, CA 94039-7850 www.intuit.com Program Areas The foundation supports organizations involved with education, health, children and youth, human services, community development, and economically disadvantaged people. Special emphasis is directed toward programs designed to foster economic empowerment. Key Staff: Sherry Whiteley,* Chief Executive Officer and President; Ken Wach, Vice President Board of Directors: Tyler Cozzens, Secretary; David Merenbach,* Treasurer; Scott D. Cook 23 Recent Grants $51,700 to African Leadership Foundation, San Francisco, CA, in 2011. For general support, payable over 1 year. $18,570 to Kiva Microfunds, San Francisco, CA, in 2011. For general support, payable over 1 year. $9,785 to Second Harvest Food Bank of Santa Clara and San Mateo Counties, San Jose, CA, in 2011. For general support, payable over 1 year. $9,693 to Leukemia & Lymphoma Society, Los Angeles, CA, in 2011. For general support, payable over 1 year. $8,825 to Palo Alto Partners in Education, Palo Alto, CA, in 2011. For general support, payable over 1 year. $8,175 to Doctors Without Borders USA, New York, NY, in 2011. For general support, payable over 1 year. $6,084 to Marine Toys for Tots Foundation, Triangle, VA, in 2011. For general support, payable over 1 year. $3,780 to Big Brothers Big Sisters of Northern Nevada, Reno, NV, in 2011. For general support, payable over 1 year. $2,713 to Aid for AIDS of Nevada, Las Vegas, NV, in 2011. For general support, payable over 1 year. $1,050 to University of Chicago, Chicago, IL, in 2011. For general support, payable over 1 year. Geographic Focus: Giving primarily in AZ, CA, Washington, DC, GA, MA, NV, NY, TX, and VA. Application Information: The Intuit Foundation does not consider unsolicited proposals for financial grants. _____________________________________________________________________________________ The James Irvine Foundation One Bush Street, Suite 800 San Francisco, CA 94104 415.777.2244 www.irvine.org About Our Mission Our mission is to expand opportunity for the people of California to participate in a vibrant, successful and inclusive society. James Irvine, a California agricultural pioneer, established the Foundation in 1937 to benefit the people of California. Since then, the Foundation has met the objectives of its founder by providing more than $1.3 billion in grants to over 3,500 nonprofit organizations across the state. The guiding principle in all our grantmaking is the idea of expanding opportunity. In our Youth program, that means helping students build a strong foundation for college and career success. In the Arts, it means fostering creativity and nurturing a rich cultural environment. And through our California Democracy program, it means advancing effective public policy decision making that is reflective of and responsive to all Californians. Our Goals In pursuing our mission, we are guided by the following goals: Advance the educational and economic prospects of low-income Californians to share in and create California's prosperity. Engage a broad cross section of Californians in the civic and cultural life of their communities and the state. Enhance mutual understanding and communication among diverse racial, ethnic and socioeconomic groups. Enrich the state's intellectual and creative environment. History Honoring 75 Years of Expanding Opportunities: The James Irvine Foundation was founded 75 years ago in 1937 with the broad mandate to “benefit the people of California.” The Foundation celebrates this anniversary in 2012 with an interactive timeline that spotlights historic moments in the Foundation’s history, as well as prominent achievements of our grantees. We also commissioned a series of blog posts from California experts that describe the state’s unique challenges and opportunities. They offer some very compelling ideas and we encourage you to read the posts and let us know your thoughts in the comment boxes below the blogs. About James Irvine: James Irvine IIJames Irvine was a pioneer of California agriculture who built his family’s Southern California ranch into one of the state’s earliest, most productive large-scale agricultural enterprises. After inheriting the vast ranch in 1886, Mr. Irvine brought most of its 110,000 acres under cultivation, introducing myriad crops, including grains, vegetables and citrus. He had a keen business sense, and many credited his success to his practice of heavily reinvesting his ranch’s earnings back into his enterprise. Later, it would be this same belief in re-investment that would spur his interest in philanthropy. Establishing the Foundation: During his life, Mr. Irvine gave generously to community and cultural organizations. By the 1930s, the Great Depression had brought considerable unrest to his native California. After glimpsing his own mortality in the death of a close friend in 1936, Mr. Irvine decided to establish a foundation that would promote the “general well-being 24 of the citizens and residents of the state of California.” The James Irvine Foundation was created in 1937 as the primary stockholder of The Irvine Company, which in turn held Mr. Irvine’s most valuable asset: his 110,000 acres of prime ranch and agricultural land — almost a third of present-day Orange County. The new Foundation made its first grant in 1938 for $1,000. By the time of James Irvine’s death in 1947, the Foundation had distributed $30,950, primarily to educational, cultural, health care and community-service organizations. After his death, the Foundation began receiving the full proceeds from Mr. Irvine’s stockholdings, which greatly increased its grantmaking. From Agriculture to Real Estate: The growth of Southern California during the 1940s and 1950s changed the nature of Mr. Irvine’s investments — and increased their value. New residents poured into the state, moving into sprawling cities built upon prime agricultural land. The Irvine Company, located in one of the fastest-growing counties in the nation, increasingly felt pressure to open its holdings to real estate development. In contrast to the unplanned sprawl nearby, The Irvine Company’s more deliberate approach to community planning ensured a wide range of uses, including higher education and agriculture. (The company provided the initial land for the University of California, Irvine campus.) Just as the ranch had become known for adopting new agricultural techniques, the real estate company became known for its large-scale planned communities. In 1977, the Irvine Foundation was forced to sell its share in the company to comply with new federal legislation. When James Irvine died in 1947, his bequest to the Foundation was valued at $5.6 million. Thirty years later, when the Foundation sold its share of The Irvine Company, its value had grown to $184 million. Today, the Foundation’s assets are fully diversified and stand at about $1.6 billion. Our Approach Irvine's mission is to expand opportunity for the people of California to participate in a vibrant, successful and inclusive society. We focus our grantmaking on three program areas: Arts, California Democracy and Youth. These three programs work together to advance our mission and organizational goals. In addition, four principles guide our grantmaking. They are a product of our past experience and reflect our view of how we can make the best use of our resources, whether we are fostering a rich artistic environment, advancing public policy decision making or helping youth succeed in high school and postsecondary education. Our four grantmaking principles are: Focus on Place — We are attuned to the special characteristics and unique needs of the diverse array of places where we work. Invest in Organizations — We believe that strong programs need strong organizations to implement and sustain them. Build Leadership — We support strategies that help to build leadership within our program areas, as well as more broadly throughout the state. Engage Beyond Grants — We leverage our grantmaking, when appropriate, with other strategies and approaches to reach our goals. Program Areas Our Grants Irvine is dedicated to expanding opportunity for the people of California to participate in a vibrant, successful and inclusive society. We make grants in three program areas: Arts; California Democracy; Youth; Special Initiatives Overview We extend the impact of our grantmaking through selected Special Initiatives, which advance our mission and grantmaking principles in ways that complement our three core program areas. We organize our grantmaking around four principles that are informed by our past experience and reflect our belief about how we can maximize our impact. These four principles are: Focus on Place, Invest in Organizations, Build Leadership and Engage Beyond Grants. Although these themes are present throughout our grantmaking, they are particularly important as guiding principles for the following Special Initiatives: Community Foundations Initiative II: This initiative seeks to accelerate the growth and leadership of selected small and emerging community foundations in rural areas of California. Our grants to these community foundations include funds that they, in turn, regrant to local organizations whose work is aligned with the goals of our Youth or Arts programs. (Read more about Irvine's community foundations support.) Community Leadership Project: This project seeks to build the capacity of small and midsize organizations serving low-income communities and communities of color in the greater San Francisco Bay Area, Central Coast and San Joaquin Valley. The project, a partnership with the Packard and Hewlett foundations, works with intermediaries to provide core support and organizational development regrants to small organizations, leadership development opportunities to nonprofit leaders, and technical assistance workshops and trainings to additional organizations. 25 Fresno Regional Foundation: With a $3 million grant from Irvine, the Fresno Regional Foundation is establishing the Fund for the San Joaquin Valley to advance a wave of local giving that will address critical issues identified by people in the region. Fund for Financial Restructuring: This fund seeks to support selected Irvine grantees in developing and executing plans that position them for long-term financial health and advance their missions as they work proactively to adapt to the current economic recession. Fund for Leadership Advancement: This fund seeks to enhance the leadership abilities of the executive directors of selected grantee organizations. We offer flexible support that is tailored to meet the needs of individual executive directors and designed to help make their organizations more effective. Research about Philanthropy and the Nonprofit Sector: These grants seek to enhance funders’ understanding of key trends and issues in the nonprofit sector in California. Grant Inquiries Special Initiative proposals are accepted by invitation only. We extend the impact and reach of our grantmaking through Special Initiatives that provide an opportunity to advance our grantmaking principles. Special Initiatives proposals are accepted by invitation only. Together, these areas build upon Irvine's rich history of grantmaking and create an integrated approach to serve the people of California now and in the years ahead. Key Staff James E. Canales, President and CEO: Jim Canales was appointed President and Chief Executive Officer of The James Irvine Foundation in 2003. Prior to that appointment, he served as Vice President and Corporate Secretary for the Foundation from 1999 to 2003, providing oversight for Irvine's grantmaking, communications and evaluation activities. Jim's service at Irvine began in 1993 and has included roles as Special Assistant to the President, Program Officer and Chief Administrative Officer. During his tenure as President, the Foundation has taken a more targeted approach in its grantmaking programs, focusing its resources on three areas — Arts, California Democracy and Youth — of critical significance to California’s future. A graduate of Stanford University with an undergraduate degree in English and a graduate degree in education, Jim is actively engaged with a variety of organizations. He serves on the Boards of Trustees of Stanford University and the Monterey Bay Aquarium and he is the former board chair and current board member at the College Access Foundation of California, a private foundation dedicated to assisting California students who have financial need attend college. Jim’s previous board memberships include KQED Public Broadcasting, where he served on the board from 1999 to 2005, including two years as Chair in 2003 and 2004; the Stanford Alumni Association, where he served on the board from 1997 to 2005, including two years as Chair from 2003 to 2005; and BoardSource in Washington, D.C. Jim is also a former Chair and board member for Larkin Street Youth Services in San Francisco. In 2010, Jim was appointed by President Barack Obama to the White House Council for Community Solutions, established to encourage the growth and maximize the impact of innovative community solutions and civic participation by all Americans. Jim has also been active with various professional associations in the nonprofit and philanthropic sectors, including Independent Sector and Southern California Grantmakers in Los Angeles. He is a cofounder and past Board Chair for Grantmakers for Effective Organizations (GEO), a philanthropic affinity group committed to building strong and effective nonprofit organizations. His writing on topics related to California and the philanthropic sector has been published in the San Francisco Chronicle, the Sacramento Bee, and the Chronicle of Philanthropy, among other publications. Danielle Edmonds, Executive Assistant: Danielle Edmonds joined the Foundation as Executive Assistant to the President and CEO in June 2012. Prior to joining Irvine, she served as Executive Assistant to the Executive Vice President and Chief Financial Officer of Onyx Pharmaceuticals, a small biotech company dedicated to changing the way cancers are treated and improving the lives of patients. Before that, she served as Communications Manager for KQED Public Broadcasting, as Office Coordinator for the historic Haight Ashbury Free Clinics, and as an Office and Research Assistant for the Great Place To Work Institute. Danielle is a Notary Public, a Certified Administrative Professional with a specialty in Organizational Management, holds a master’s certificate in Business Process Management from the University of San Francisco, and currently serves on the advisory board of the Administrative Professionals Conference, the advisory council for the Harvard Business Review, and as a mentor for the American Society of Administrative Professionals. Don Howard, Executive Vice President As Executive Vice President, Don Howard oversees the Foundation’s program and grantmaking activities. He also helps lead the Foundation’s ongoing efforts to deepen, extend and amplify the impact of our work. Prior to joining the Foundation in 2012, Don was a partner at The Bridgespan Group for over a decade where he was a strategic advisor to nonprofit and foundation leaders and led Bridgespan’s San Francisco office. As part of this work, he managed Irvine’s strategic planning process in 2002-2003 that led to the Foundation’s current focus in Arts, 26 California Democracy and Youth. Earlier in his career, Don helped corporate leaders formulate strategy and improve the effectiveness of their organizations as a Principal at Booz Allen and Hamilton and later as a Managing Director at the Scient Corporation. Don grew up in Long Beach, in southern California, before coming to the Bay Area to earn his bachelor’s degree in industrial engineering at Stanford University. He later returned to Stanford to obtain his Master’s in Business Administration from the Graduate School of Business. He currently co-teaches a class on social entrepreneurship at the Haas School of Business at the University of California at Berkeley. As a volunteer, Don has been an activist around HIV and other health-related issues, serving in the past on advisory boards at the San Francisco Department of Public Health, UCSF, and the National Institutes of Health. He has acted as an advisor to the boards of several San Francisco community-based organizations and is currently serving on the board of the San Francisco AIDS Foundation, where he heads up the HIV Prevention Services Committee. Don also has worked extensively outside the U.S., including a volunteer posting with a U.S. AID-sponsored initiative to provide business advice to private enterprises in Central Europe. Kevin Rafter, Manager, Research and Evaluation: Kevin Rafter was appointed Manager, Research and Evaluation in December 2010, having previously served the Foundation as Special Assistant to the Vice President for Programs upon joining the foundation in 2007. Kevin works with program teams to develop evaluation and research projects that enable us to learn from our work, refine our strategies and demonstrate the impact of promising approaches. He also works with our Communications team to communicate findings and leads our annual foundation-wide assessments. Prior to joining Irvine, Kevin conducted research on the nonprofit sector as Research Associate at the Institute for Nonprofit Organization Management at the University of San Francisco. Kevin is a native Californian and earned his undergraduate degree in Psychology from University of California at Davis. Kevin has a doctoral degree from the Graduate Center of the City University of New York (CUNY). His dissertation analyzed the location of nonprofit social service organizations relative to social needs and financial resources across two regions of Northern California. He serves on the advisory board of the Center for Effective Philanthropy. Kelly Martin, Senior Grants Manager: Kelly Martin has primary responsibility for the administration and legal compliance of the Foundation’s grantmaking policies and procedures. Kelly served as Grants Manager from 2004 to 2007, and she has served in the Foundation’s Grants Administration department since 2001. Kelly is active in the Grants Managers Network, a national organization that provides a forum to exchange information about grants management and its relevance to efficient and effective grantmaking. She also serves on the board of WWOOF-USA, a worldwide effort to link volunteers with farmers, promote an educational exchange and build a global community conscious of ecological farming practices. A graduate of the University of California, Santa Cruz, with a bachelor’s degree in community studies, she also holds a master’s degree in public administration from California State University, Hayward. Drusilla Jones, Administrative Assistant: Drusilla Jones was appointed Administrative Assistant in July 2002. Prior to joining Irvine, she was Administrative Assistant at the Booker T. Washington Community Service Center in San Francisco, an organization that provides services and after-school activities to low-income families. From 1993 to 2000, she worked as the Office Manager for Public Interest Lawyers Group, a firm specializing in civil rights and environmental issues. Drusilla holds certificates from City College of San Francisco in the fields of computerized accounting, microcomputer, word processing and office assistant. Jessica Hickok, Grants Manager: Jessica Hickok was appointed Grants Manager in March 2010. Prior to joining Irvine, Jessica was with the Koret Foundation for six years as a Program Assistant, Program Associate and most recently, as the Grants Manager. During her time as a program assistant and associate, she focused on K-12 education reform. As the Grants Manager, she oversaw all aspects of grants administration. Before joining Koret, Jessica was a Princeton-in-Africa Fellow at the Mpala Wildlife Foundation in Kenya, working in development and communications. Previously, she was the development associate at the Brooklyn Children’s Museum. Jessica is a member of the Leadership San Francisco class of 2013, and was a 2008 member of the Anti-Defamation League’s Glass Leadership Institute. Currently she serves as Finance Officer for the Flaming Lotus Girls, a collaborative, female-driven metal and fire arts group. A native of Brooklyn, New York, Jessica graduated from Princeton University with a Bachelor of Arts degree in comparative literature. Adam Cimino, Grants Assistant: Adam Cimino was appointed Grants Assistant in January 2013. Prior to joining Irvine, Adam was the Chapter Funding and Compliance Coordinator at the Sierra Club. In this role he reviewed materials for IRS compliance while providing chapter and group staff and volunteers assistance in managing 501(c)(3)-advised funds held at the Sierra Club Foundation. Previously Adam has worked in an administrative capacity with WNYC Public Radio, KQED-FM and the Environmental Defense Fund. Adam holds a bachelor’s degree in communication studies from Sonoma State University, a master’s degree in public administration from San Francisco State University and is a member of the Pi Alpha Alpha, National Honor Society for Public Affairs and Administration. 27 Board of Directors Gregory M. Avis (Chair) Founding Managing Director, Summit Partners. Greg Avis was elected to the board in October 2003. Avis is a Founding Managing Director of Summit Partners in Palo Alto. In 1984, Greg helped found Summit, one of the nation's leading private equity and venture capital firms, which has raised nearly $15 billion in capital since its inception. Greg has served on the boards of more than 40 companies primarily in the technology and life sciences industries, including Clontech Laboratories, Ditech Communications, Powerwave Technologies and RightNow Technologies. Greg’s community activities include current service on the boards of Williams College (Chair), Antioch College, New Profit and ARTSTOR and past service on the boards of the Silicon Valley Community Foundation (Chair), San Jose Repertory Theatre (Chair) and the National Outdoor Leadership School. Additionally, he is a Senior Fellow of the American Leadership Forum, Silicon Valley. He also teaches mathematics at Eastside College Preparatory School in East Palo Alto. Avis received a Bachelor of Arts, cum laude, in political economy from Williams College and a Master of Business Administration, with distinction, from Harvard Business School. Jane W. Carney Partner, Roth Carney Knudsen LLP. Jane Carney was elected to the board in January 2006. She practiced law for more than 30 years in the corporate and business arena. Carney has lived in Riverside since 1977 and has been active in a wide variety of civic and community affairs. She served from 2000 through 2012 as a member of the Governing Board for the South Coast Air Quality Management District, to which she was appointed by the California State Senate's Rules Committee. She is currently a member of the Vestry of All Saints Episcopal Church in Riverside, CA and serves on the board of directors of the Civil Rights Institute of Riverside and of the California Housing Foundation. She is a member of the Circle of Innovation for the Riverside Community College District Foundation. Carney is also currently serving on the Advisory Committees of the Path of Life Ministries Homeless Shelters and of the Center for Community Action and Environmental Justice. Carney also served as President of the Monday Morning Group of Western Riverside County, a group of civic leaders; as a trustee of Riverside Community College; and as President of the Citizens University Committee. She has also chaired Riverside Mayor Ron Loveridge's Action Task Force for Good Jobs, and co-chaired the fundraising campaign for United Way of the Inland Valleys. Carney is a past President of the Riverside Downtown Association and of the Riverside County Bar Association, and was instrumental in the successful effort to locate a federal district court in the Riverside/San Bernardino region. She has received numerous awards, including Citizen of the Year from the Greater Riverside Chamber of Commerce, Woman of Achievement Award from the Black Voice News, and a Woman of the Year award from the California State Senate. A graduate of the University of Minnesota, Carney received her law degree from the University of California, Davis, where she was also elected to the Order of the Coif. Paula A. Cordeiro Dean, School of Leadership and Education Sciences, University of San Diego. Paula Cordeiro was elected to the board in October 2006. She is the Dean of the School of Leadership and Education Sciences at the University of San Diego and previously served as Coordinator of masters and doctoral programs in educational leadership at the University of Connecticut. She is a former teacher, principal and school head in international schools in Venezuela and Spain. She serves on the Education Advisory Board of the Stuart Foundation, and in 2009 was elected to the board of the American Association of Colleges and Teacher Education. Paula is a past president of the University Council for Educational Administration, and in 1998 she was awarded a fellowship by the Commonwealth Council for Educational Administration and Management. She is a former member of the California Commission on Teacher Credentialing, past President of the San Diego Council on Literacy, a founding member of the Academy of International School Heads, and a board member of the International Council for the Education of Teachers and San Diego Grantmakers. In addition to numerous articles, Paula has published three books and in 2013 completed the fifth edition of her co-authored text (with William G. Cunningham), An Introduction to Educational Leadership: A Bridge to Improved Practice. Paula’s research and teaching are in the areas of school leadership and global education. Frank H. Cruz (Vice Chair) President, Cruz and Associates. Frank Cruz was elected to the board in September 2002. Cruz is President of Cruz and Associates, a financial consulting firm. He is a founder of Telemundo, the nation's second largest Spanish-language network, and of KVEA-TV in Los Angeles, where he served as Vice President and General Manager. He is also the founder of Gulf Atlantic Life Insurance, the first Hispanic-owned life insurance company in the United States. Cruz was awarded an Emmy and the Golden Mike for coverage of Latin American issues and U.S. Hispanic community events. Cruz was a director of the Corporation for Public Broadcasting for 12 years, having served as Chair and Vice-Chair of the Board of Directors. In 1997, President Bill Clinton appointed Cruz to serve on the 21-member advisory committee on Public Interest Obligations of Digital Television Broadcasters, informally known as the Gore Commission. He has also held leadership positions at numerous civic organizations in the Southern California region, including the Los Angeles Area Chamber of Commerce, Rebuild Los Angeles and the Latino Museum. Cruz serves on the Board of Directors of HealthNet, Latino Public Broadcasting, and is a Trustee of the University of Southern California, where he earned his bachelor's and master's degrees. 28 Robert E. Denham Partner, Munger, Tolles & Olson LLP. Robert E. Denham was elected to the board in December 2011. Robert is a partner in the law firm of Munger, Tolles & Olson LLP, and is the current chair of the board of directors of the Russell Sage Foundation and vice chair of the Good Samaritan Hospital of Los Angeles. He rejoined Munger, Tolles & Olson as a partner in 1998 after serving as chairman and CEO of Salomon Inc., and his practice emphasizes advising clients on strategic and financial issues. Prior to joining Salomon, Robert had been at Munger, Tolles & Olson for 20 years, including five years as managing partner. Robert is a member of the California, American and Los Angeles County Bar associations. He is a member of the Board of Directors of Chevron Corporation, The New York Times Company, Fomento Economico Mexicano, S.A. de CV (FEMSA), Oaktree Capital Group LLC, and UGL Limited. He is also a public member of the Professional Ethics Executive Committee of the American Institute of Certified Public Accountants and was formerly chair of the Board of Directors of the John D. and Catherine T. MacArthur Foundation. He also served as a presidential appointee to the APEC Business Advisory Council and the Bipartisan Commission on Entitlement and Tax Reform. Samuel Hoi President, Otis College of Art and Design. Samuel Hoi was elected to the board in October 2010. Hoi is president of Otis College of Art and Design, where he has shepherded new initiatives to foster creative professionals for social, economic and cultural advancement. In his former position as dean of the Corcoran College of Art and Design in Washington, D.C., Hoi created a visual arts program serving inner-city youth that received a National Multicultural Institute Award and a Coming Up Taller Award from the President’s Committee on Arts and Humanities. Hoi has served on panels for, among others, the National Endowment for the Arts, Ford Foundation, Surdna Foundation, Wallace Foundation, and California Community Foundation. He has served on many boards, including those of the National Association of Schools of Art and Design, the Arena Stage, and the Alliance for Young Artists and Writers. From 2004 to 2009, Hoi chaired the board of the Association of Independent Colleges of Art and Design. Currently, he is chair of the board of United States Artists, a member of the Los Angeles Coalition for the Economy and Jobs, and a board member of the Strategic National Arts Alumni Survey Project. Hoi received his undergraduate degrees in French and psychology, as well as a law degree, from Columbia University. Subsequently, he entered Parsons School of Design and received a degree in illustration. He holds an honorary doctorate from Corcoran, and was decorated in 2006 by the French government as an Officer of the Ordre des Palmes Académiques. David Mas Masumoto Farmer and author. David Mas Masumoto was elected to the board in September 2002. A thirdgeneration farmer, Masumoto works on an 80-acre organic, family farm in Del Rey (about 20 miles southeast of Fresno), which is known for its raisins and heirloom varieties of peaches and nectarines. Masumoto is a columnist for the Fresno Bee and has earned the Julia Child Cookbook Award in the literary food writing category, the Critics' Choice Award from the San Francisco Review of Books, and a Commonwealth Club of California silver medal. He has written numerous books, including Epitaph for a Peach, Heirlooms, Letters to the Valley, Four Seasons in Five Senses, Harvest Son and his latest, Wisdom of the Last Farmer. Masumoto currently serves on the National Council on the Arts following his confirmation in late 2012. From 2006 to 2008, he was a Kellogg Food and Society Policy Fellow. Masumoto was appointed to the Board of Directors of the California Council for the Humanities in 1994 and served as board Co-Chair from 1998 to 2001. Masumoto also served on the Board of Directors for the Campaign for College Opportunity. He currently serves on the board of the Public Policy Institute of California. Masumoto wrote, designed and curated the exhibition "Country Voices, Three Generations of Family Farmers," which appeared at the Fresno Metropolitan Museum and the Japanese American National Museum in Los Angeles. He holds a bachelor's degree from the University of California, Berkeley, and a master's degree from the University of California, Davis. Regina Liang Muehlhauser President (retired), Bank of America San Francisco. Regina (Reggie) Liang Muehlhauser was elected to the board in December 2004. Previously, Muehlhauser was President of Bank of America in San Francisco, and a member of Bank of America Corporation's Global Management Operating Committee. A Bay Area resident since 1972, Muehlhauser is an active leader in the community. She currently serves on the Board of Directors of American University in Washington, D.C. She is the former President of the Board of Directors of On Lok, an organization providing quality health care and services to elderly citizens, and also served on the Board of Directors of Alta Alliance Banks, the Bay Area Council, the Golden Gate National Parks Conservancy and the San Francisco Symphony. Muehlhauser received the Outstanding Asian Woman Service Award from the Asian Business League in 1994, and was a recipient of the Outstanding Community Service Award in 1995 from the Asian Women's Resource Center. In 2002, she was recognized as a Chinese American Woman of Honor by the Chinese Historical Society of America for her contributions as an outstanding business and community leader. In 2003, she was named one of the 100 Most Influential People in Finance by Treasury & Risk Management magazine, and for three consecutive years (2001–2004) she was honored as one of the Top 100 Women in Business by the San Francisco Business Times. Muehlhauser earned a bachelor's degree in political science from American University in Washington, D.C. Molly Munger Cofounder and Partner, English, Munger & Rice. Molly Munger was elected to the board in April 2002. A 25 year litigation veteran, she is a cofounder and partner in the Los Angeles civil rights law firm English, Munger & Rice. 29 She is also a cofounder and director of the Advancement Project, a national organization founded in 1998 to explore broadening and revitalizing approaches to inclusion and opportunity. Between 1994 and 1998, Munger served with her current law partner, Connie Rice, as Western Regional Counsel for the NAACP Legal Defense and Educational Fund. Between 1974 and 1994, she served as an Assistant U.S. Attorney, a partner in the all women litigation firm Baird, Munger & Meyers, and a partner in the Los Angeles office of New York based Fried, Frank, Harris, Shriver & Jacobson. Munger is a graduate of Radcliffe College and Harvard Law School. She is a former board member at Occidental College, Children Now and the Westridge School for Girls and a former Commissioner on the First 5 California Commission. She currently serves on the board of directors of Unite-LA. Tim Rios Senior Vice President, Wells Fargo. Tim Rios was elected to the board in December 2012. He is a Senior Vice President for Wells Fargo’s Government and Community Relations Group and responsible for implementing the company’s community and economic development programs in Northern and Central California, the Inland Empire and San Diego and Imperial counties. Tim joined Wells Fargo in 1997 and during the course of his career he has held various positions in retail, wholesale and business banking. Tim's dedication to economic development has earned recognition from the California State Senate and Assembly. In 2005, Tim received national recognition from the U.S. Small Business Administration when he was presented with the Financial Services Champion Award. In 2010, Tim was re-appointed by Governor Schwarzenegger to California’s Economic Strategy Panel. Tim attended California State University, Fresno, where he graduated with a degree in Finance. In the past decade, Tim has pursued coursework at the Monterey Institute for International Studies and Universidad Internacional in Cuernavaca, Mexico. Recently, he completed a three-year executive banking program at the University of Virginia. Virgil Roberts Cofounder and Managing Partner, Bobbitt & Roberts. Virgil Roberts was elected to the board in December 2009. Roberts is Managing Partner and founder of the law firm Bobbitt & Roberts, which specializes in representing entertainment industry clients in television, film and music. Prior to this, Roberts was President of Solar Records, one of the most successful African American-owned record companies in the 1980s. His early work as a civil rights attorney with Manning & Roberts included representing the NAACP in the Los Angeles school desegregation case Crawford v. Board of Education. He currently serves on the boards of Community Build, Claremont Graduate School, Families in Schools, the Alliance of Artists and Record Companies, Southern California Public Radio, Broadway Federal Bank, The Bridgespan Group, Community Foundation Trust Land and the Alliance for College Ready Public Schools. He has served as Chairman of the Los Angeles Education Partnership, Chairman of the board of the California Community Foundation, Treasurer of the Los Angeles Private Industry Council, and Vice Chairman of the Public Education Fund Network. While he was board chair of the Los Angeles Annenberg Metropolitan Project, the organization raised and spent more than $120 million to reform public education in the Los Angeles basin. He recently was awarded the Lifetime Achievement Award from the 100 Black Men of Los Angeles and has been honored by the Los Angeles Urban League, the NAACP Legal Defense and Education Fund, the University of Southern California's School of Education, and the UCLA Black Alumni Association. Roberts holds a bachelor's degree from UCLA and a Juris Doctor (J.D.) degree from Harvard Law School, where he was a Felix Frankfurter Scholar. Steven A. Schroeder, M.D. Distinguished Professor of Health & Health Care, Dep’t of Medicine, University of California, San Francisco. Dr. Steve Schroeder was elected to the board in April 2004. Dr. Schroeder is a Distinguished Professor of Health and Health Care, Department of Medicine, at the University of California, San Francisco, where he also directs the Smoking Cessation Leadership Center. The center, funded by the Robert Wood Johnson Foundation and the American Legacy Foundation, works with leaders of American health professional organizations and health care institutions to increase the rate at which patients who smoke are offered help to quit. Between 1990 and 2002, Schroeder was President and CEO of the Robert Wood Johnson Foundation. During his term, the foundation made grant expenditures of almost $4 billion in pursuit of its mission of improving the health and health care of the American people. Schroeder graduated from Stanford University and Harvard Medical School, and trained in internal medicine at the Harvard Medical Service of Boston City Hospital and in epidemiology at the Centers for Disease Control and Prevention. He has published extensively, with over 300 publications in the fields of clinical medicine, health care financing and organization, prevention, public health and the workforce. He currently serves a member of the editorial board of the New England Journal of Medicine; and is a director of The Robina Foundation, the Haas and Gardner Centers of Stanford University, and the Health Care Services Board of the Institute of Medicine, National Academy of Sciences. He was formerly Chairman of the American Legacy Foundation, President of the Harvard Medical Alumni Association, Overseer of Harvard College and a member of the Council of the Institute of Medicine. He has six honorary doctoral degrees and numerous awards. Isaac Stein Founder and President, Waverley Associates. Isaac Stein was elected to the board in October 2006. Stein is the Founder and President of Waverley Associates and was Managing Director of Technogen Associates LP, both private investment firms. From 1990 to 1992, he served as Chairman of Esprit de Corp and, from 1991 to 1992, was its acting CEO. Stein was a partner at the San Francisco law firm of Heller, Ehrman, White & McAuliffe until 1979, where he specialized in corporate and securities matters. From 1979 to 1983, he served as both Chief Financial Officer and General 30 Counsel of Raychem Corp. In 1983, he formed Waverley Associates. Stein served as Chairman of the Board of Trustees of Stanford University from 2000 to 2004 and is currently a member of the board. He also was Chairman of both Stanford Health Services and UCSF/Stanford Health Care. He has been active in community leadership roles, having served as a director of Children's Health Council, the Entrepreneurs Foundation and as President of the board of Crystal Springs Uplands School. He is and has been a director of a number of public and private companies. Stein received a Bachelor of Arts degree in economics and mathematics from Colgate University. He is a graduate of the Stanford Graduate School of Business and Stanford Law School. Lydia M. Villarreal Judge, California Superior Court, Monterey County. Lydia Villarreal was elected to the board in October 2006. Villarreal is a judge for the Superior Court of California in Monterey County. Prior to her appointment by Gov. Gray Davis in 2001, Judge Villarreal was a Deputy District Attorney for Monterey County starting in 1989, and served as the lead attorney for the consumer and environmental protection division. A lawyer since 1980, Villarreal spent eight years with California Rural Legal Assistance representing migrant farm workers and then joined a civil litigation firm for a short time before becoming a prosecutor. She is the founder of the Center for Community Advocacy in Salinas, a nonprofit organization that helps low-income families improve their housing and provides health and educational programs for farmworkers and other families in Santa Cruz and Monterey counties. She serves on the boards of the National Steinbeck Center and the Elkhorn Slough Foundation and previously served on the board of the Monterey Bay Aquarium. Judge Villarreal earned her undergraduate degree from the University of California, Santa Cruz, and her law degree from Boalt Hall at the University of California, Berkeley. Recent Grants $8,850,000 to ConnectEd: The California Center for College and Career, Berkeley, CA, in 2011. For California Linked Learning District Initiative. Linked Learning is an approach to high school education which combines strong academics and real-world experience to help students build a strong foundation for success in college and careers and life, payable over 2 years. $5,725,000 to ConnectEd: The California Center for College and Career, Berkeley, CA, in 2012. To extend support for the Linked Learning District Initiative. Linked Learning is an approach to high school education which combines strong academics and real-world experience to help students build a strong foundation for success in college and careers and life, payable over 1 year. $5,150,000 to Families in Schools, Los Angeles, CA, in 2012. To serve as the intermediary organization for Families Improving Education Initiative, a regranting and capacity-building program to support community-based organizations in the San Joaquin Valley and Inland Empire to engage the public in educational decision making, payable over 3 years. $3,000,000 to Fresno Regional Foundation, Fresno, CA, in 2011. For regranting and donor development program that advances solutions to issues that are critical to San Joaquin Valley residents and builds a pipeline of local philanthropic support, payable over 3 years. $2,000,000 to Nonprofit Finance Fund, New York, NY, in 2011. For California-based projects of ArtPlace, public/private partnership to promote role of arts and culture in building livable, sustainable communities, payable over 1 year. $2,000,000 to Public Policy Institute of California, San Francisco, CA, in 2011. To conduct Californians and Their Government survey series, maintain online data site and conduct public and policymaker education activities, payable over 3 years. $1,750,000 to Nonprofit Finance Fund, New York, NY, in 2012. For California-based projects of ArtPlace, public/private partnership to promote the role of arts and culture in building livable, sustainable communities, payable over 2 years. $1,240,000 to Stanford University, Stanford, CA, in 2011. For District Leadership Series of the California Linked Learning District Initiative. Linked Learning is an approach to high school education which combines strong academics and realworld experience to help students build a strong foundation for success in college and careers and life, payable over 2.25 years. $1,125,000 to Center for Cultural Innovation, Los Angeles, CA, in 2011. For regranting to California artists, organizational strategic planning and new project incubation, payable over 3 years. $1,000,000 to Alliance for California Traditional Arts, Fresno, CA, in 2012. To increase ustainability of small, communitybased organizations serving low-income people and communities of color in the San Joaquin Valley, as part of the Community Leadership Project, payable over 3 years. $920,000 to Context Consulting, Portland, OR, in 2012. To implement a leadership development program creating a vibrant network of leaders in the San Joaquin Valley, payable over 2 years. $900,000 to Liberty Hill Foundation, Los Angeles, CA, in 2012. For convening, leadership training and public education activities, plus related regranting, payable over 3 years. $200,000 to Orange County Communities Organized for Responsible Development, Garden Grove, CA, in 2011. To involve Orange County residents in public decision making on issues related to land use, economic development and public safety, payable over 1.50 years. 31 $150,000 to California Community Foundation, Los Angeles, CA, in 2012. For Phase III of the Nonprofit Sustainability Initiative, assisting nonprofits in the Los Angeles area with strategic restructuring, payable over 2 years. $150,000 to FSG Social Impact Advisors, Boston, MA, in 2011. For research project to illuminate strategic value and community impact of donor-advised funds held by community foundations, with particular focus on trends and implications in California, payable over 1.25 years. $150,000 to Urban Habitat, Oakland, CA, in 2012. For Boards and Commissions Leadership Institute and participation in Leading for Impact program, payable over 1 year. $150,000 to Youth UpRising, Oakland, CA, in 2012. For the ongoing development and implementation of a program that advances college and career outcomes for out-of-school youth in health industry pathways as part of Linked Learning Pathways, an approach to high school education which combines strong academics and real-world experience to help students build a strong foundation for success in college and careers and life, payable over 1 year. $125,000 to Youth UpRising, Oakland, CA, in 2011. To plan and develop program that advances college and career outcomes of out-of-school youth in health industry and/or digital media, arts and design pathways, payable over 1 year. $110,000 to Chinese Culture Foundation of San Francisco, San Francisco, CA, in 2012. To actively engage low-income residents of San Franciscos Chinatown neighborhood through visual arts, digital storytelling and drumming workshops held at community venues, payable over 2.25 years. $50,000 to Arte Americas, Fresno, CA, in 2011. To broaden, deepen and diversify audiences through Regeneracion Project, which offers programming for younger Latino residents in the San Joaquin Valley, payable over 2 years.. Geographic Focus: California Application Information Submitting a Letter of Inquiry: The following information is for organizations that are not current grantees and have not been invited by our program staff to submit a proposal. These three steps will help you determine if your organization is eligible for an Irvine grant, whether it fits with our program priorities, and, if so, how to submit a letter of inquiry. 1. Review our eligibility requirements To be considered for a grant, your organization must: Be classified as a public charity and tax exempt under 501(c)(3) and 509(a)(1) or (2) of the Internal Revenue Code. Benefit California: When James Irvine established the Foundation in 1937, he stipulated that it support only programs and organizations that directly benefit the people of California. Be primarily independent from government support: Based on a restriction specified by James Irvine in our founding documents, we refrain from making grants to public agencies or organizations that receive more than 50 percent of their revenue from government sources. To determine your organization’s percentage of government support, please use the following formula, with figures from your organization’s most recent IRS Form 990: total amount of government grants (2008 IRS Form 990, Part VIII, Line 1e) divided by total revenue from all sources (2008 IRS Form 990, Park I, Line 12). 2. Read our program descriptions We accept inquiries for Arts funding only through our Exploring Engagement Fund, which is open to all eligible nonprofit arts organizations and offers two rounds of funding per year. Grantseekers interested in a grant from our California Democracy or Youth programs should read carefully the descriptions of these programs. If, after reading these sections, you believe that your organization's work is a good fit with our priorities, you can submit a letter of inquiry, using the link below. This online form will gather basic information about your organization and funding request. Please note that we do not accept unsolicited inquiries for Special Initiative grants. 3. Submit your inquiry To submit a letter of inquiry, please complete all sections of our online application. What we fund: We consider requests for a range of support, including: General operating support when the organization's core work aligns with our program priorities; Strategies to improve or expand existing programs; New projects; Planning, management or technical assistance needs; Efforts to strengthen organizational leadership; Evaluation; Selected policy work and advocacy 32 What we do not fund: Please do not submit an inquiry for the following types of support, as we generally do not make grants for: Capital campaigns; Films or videos; Deficit or emergency funding; Scholarships; Endowment contributions; Significant purchases of equipment. In addition, we do not generally sponsor events or conferences. We will make rare exceptions to this policy for events or conferences that fit closely with Irvine’s program priorities and, typically, are organized by a current Irvine grantee. For more information, please read our answers to frequently asked questions. If you have more questions, please contact: Grants Manager, The James Irvine Foundation, One Bush Street, Suite 800, San Francisco, CA 94104, [email protected] _____________________________________________________________________________________ The JPMorgan Chase Foundation 270 Park Ave., 37th Fl. New York, NY 10017-2014 (212) 270-0471 www.jpmorganchase.com About Global Philanthropy: JPMorgan Chase strives to be a catalyst for meaningful, positive and sustainable change in highneed neighborhoods and communities across the globe. The firm aims to create Pathways to Opportunity – a holistic approach to ensure that individuals have access to the knowledge, skills, resources, and capital they need to secure their futures and compete in the global economy. In 2012, JPMorgan Chase and its Foundation gave more than $190 million to thousands of nonprofit organizations across 42 states, the District of Columbia, and 37 countries around the world. The firm also actively encourages employees to support individual philanthropic interests through employee gift matching and volunteer programs. Over the years, the firm's unwavering commitment to supporting individuals, families, and communities around the world has generated change in some of the most challenged areas. Program Areas Creating Pathways to Opportunity: JPMorgan Chase works with community partners to create Pathways to Opportunity. The firm makes philanthropic investments in cities where it has major operations and works to transform lowincome neighborhoods by engaging nonprofit organizations, residents, and other sources of public and private advocacy and funding. The firm focuses its investment and attention on four pillars – Affordable Housing, Economic Development, Financial Empowerment, and Workforce Readiness. Affordable Housing: In the United States, JPMorgan Chase invests in helping people transition along the housing continuum, with an emphasis on permanent supportive housing, affordable rentals, and homeownership. The firm supports program models that address problems faced by individuals, including the need for transitional, permanent supportive, and affordable housing; disaster relief; and community-level models that stabilize neighborhoods, rehabilitate properties, and increase the supply of affordable housing. Economic Development: JPMorgan Chase works to support new businesses, grow and sustain existing ones, and attract the investment needed to expand regional economies. The firm funds regional, state, and local economic development planning, and it also makes grants that provide assistance to small businesses through incubators and accelerators, microfinance programs, and small business technical assistance/training programs. Financial Empowerment: JPMorgan Chase seeks to help people acquire the knowledge, skills, and tools needed to understand their finances, budget accordingly, and increase their assets. The firm supports financial literacy education for young people as well as financial empowerment for adults, including programs that increase access to financial services and financial coaching that increases benefit utilization and access to the Earned Income Tax Credit. Workforce Readiness: JPMorgan Chase seeks to provide opportunities for individuals and companies to better compete in the global economy. The firm supports initiatives that help individuals acquire the knowledge, skills, and experiences needed to obtain jobs as well as help employers access the skilled employees they need to compete in the global economy. JPMorgan Chase focuses on engaged youth (14-18 years old), disengaged youth (14-18), and adults (19+). Engaged youth benefit from the firm's funding of initiatives like STEM teacher training and curriculum development as well as college preparatory efforts. JPMorgan Chase works to help disengaged youth recommit to their futures through blended academic, internship, and mentor programs that connect them to education and training pathways. For adults, sector-specific training programs and subsidized employment programs help build the skills needed to find quality jobs. The firm also supports community models to align employer demand with employee training pipelines and to promote collective action by developing indicators that benchmark progress. 33 Employee Engagement and Volunteerism: The Employee Engagement and Volunteerism Team at JPMorgan Chase works to match the interests and passions of its employees to meaningful and needed community service in the communities where the firm operates. Each year, thousands of JPMorgan Chase employees volunteer their time and expertise to help nonprofit organizations, charities and underserved communities. JPMorgan Chase actively promotes volunteerism and service within the company through its Good Works program, which organizes skills-based and nonskills-based volunteer opportunities, grants, and a matching gifts program to charities of employees' choosing. Key Staff Contact for California – Northern and Central Valley: Georgette Bhathena, 560 Mission Street, Floor 19, Mailcode: CA11905, San Francisco, CA 94105-2907; e-mail: [email protected] Questions regarding CyberGrants / grant application process, please e-mail [email protected] Recent Grants $5,000,000 to ACCION Texas, San Antonio, TX, in 2010, payable over 1 year. $2,000,000 to World Trade Center Memorial Foundation, New York, NY, in 2010, payable over 1 year. $1,100,000 to Enterprise Community Partners, Columbia, MD, in 2010, payable over 1 year. $1,000,000 to Robin Hood Foundation, New York, NY, in 2010, payable over 1 year. $605,000 to American Red Cross National Headquarters, Washington, DC, in 2010, payable over 1 year. $300,000 to Innovations for Learning, Evanston, IL, in 2010, payable over 1 year. $40,000 to Community Development Technologies Center, Los Angeles, CA, in 2010, payable over 1 year. $25,000 to Denver Public Schools Foundation, Denver, CO, in 2010, payable over 1 year. $25,000 to Museum of History and Industry, Seattle, WA, in 2010, payable over 1 year. $20,000 to Volunteers of America of North Louisiana, Shreveport, LA, in 2010, payable over 1 year. Geographic Focus Central Coast, Central Valley, Los Angeles, Northern California, Kern, San Diego, Imperial, San Bernardino, Riverside, Orange Application Information U.S. Domestic Grantees To be considered for support, a potential grantee must first submit an online Letter of Inquiry. You will receive an automatic electronic notification after the Letter of Inquiry has been successfully submitted. If we are unable to consider your proposal for funding at this time, you will receive notification. Questions on the letter of inquiry will include: 1. A brief description of your organization's: Mission Program/project description Program/project budget Geography to be served 2. Your contact information If the proposal is being considered and further qualifies, you will be contacted and asked to complete a full grant application. Grant applications may be submitted throughout the year. A conversation with the appropriate Community Relations Officer prior to submitting a grant application is strongly encouraged. Please view list of contacts below. If you received funding in the previous year(s), you will be asked to submit an online report on use of funds prior to applying for new funding. The grant application will be evaluated based on the following guidelines: Alignment with our three focus areas of philanthropic giving Demonstration of effective organizational, programmatic and financial objective setting and management Evidence of broad-based support, with an accounting of funds received from public and private sources Description of the target population to be served Evidence that the service is a response to a valid need, is superior to other competing services and/or encourages collaboration with other organizations for maximum leverage Documentation of previous program success or substantial reasons to expect such success in the future 34 Documents to Provide The organization's most recent audited financial statements. A list of board members and their affiliations. Elgibility JPMorgan Chase funds only charitable, not-for-profit organizations as defined by section 501(c)3 of the IRS tax code. We do not fund the following types of organizations, activities or purposes: Advertising, including ads in event, performance or athletic programs Athletic Teams or social groups Endowments or capital campaigns (exceptions are made by invitation only) Fraternal organizations Fundraising events (e.g. golf outings, school events) Funds to pay down operating deficits Health- or medical-related organizations, unless program fits within stated giving guidelines Higher education, unless program is specifically within guidelines Individuals Organizations that discriminate on the basis of race, gender, sexual orientation, age or religion Parent-teacher associations Programs designed to promote religious or political doctrines Programs outside the geographic markets we serve Private schools Public agencies Public schools (K-12), unless in partnership with a qualified not-for-profit organization Scholarships or tuition assistance Volunteer-operated organizations _____________________________________________________________________________________ Kern Community Foundation 3300 Truxtun Avenue, Suite 220 Bakersfield, CA 93301 661-325-5346 www.kernfoundation.org About: Kern Community Foundation is a vibrant nonprofit enterprise with a powerfully simple mission of growing community and growing philanthropy. We are known as: a home for local philanthropists. a results-oriented grantmaker. a trusted community leader. We are in business: to serve as a charitable resource for local donors and corporations. to generate capital that provides philanthropic solutions to help make Kern County a better place to live, to work and to visit. Our Vision: Kern Community Foundation believes in philanthropy – the practice of giving now and making long term investments to support effective charitable organizations and programs forever. We know that between 2010 and 2060, the residents of Kern County will transfer at least $80 billion between generations. We will work to inspire people to contribute at least 5 percent of this wealth, a total of $4 billion, to permanent endowments that could generate $200 million annually to make Kern County a better place to live, to work and to visit. Discover a better way to give using one of the following products: Donor Advised Fund – A simple way to help organize your charitable giving. A cost-effective alternative to a private or corporate foundation. Endowment – A meaningful way to establish and leave a charitable legacy. A permanent fund to support a favorite charitable issue or organization forever. Giving Card – A fun way to “give the gift of giving” to friends or employees. Much like a retail gift card, a Giving Card can be purchased and redeemed to benefit any 501(c)(3) public charity in the United States. 35 Local nonprofit organizations are invited to contact us to learn about: Nonprofit Search – An online database used by donors to find, to learn about and to give directly to charitable organizations in Kern County. Competitive Grants – Grant guidelines are posted online when grants are available, and in most cases describe initiatives designed to build the capacity of local nonprofit organizations. Agency Endowments – Organizations with a profitable annual campaign and an established reserve can benefit from a permanent fund held and managed by the Foundation for the future benefit of their mission, as well as expert planned giving assistance from our staff. Investing in our community: Kern Community Foundation's grantmaking programs are designed to provide general support, primarily through grants from donor advised funds, and targeted support through competitive grants. We seek to generate real return from our charitable investments by awarding grants that build the capacity of local nonprofit organizations to improve their operational effectiveness and move toward greater sustainability. Connecting people who care to causes that matter: The Foundation helps individuals, families and businesses give gifts that enhance the quality of life for all people in Kern County. Program Areas Since 1999, Kern Community Foundation has awarded approximately $9 million in competitive grants, distributions from endowments, and grants from donor advised funds. In recent years, the Foundation has been able to focus its competitive grantmaking by awarding grants to build the capacity of local nonprofit organizations. The Foundation's most recent efforts have been helped by its Nonprofit Search, an online tool that allows local charities to create profiles featuring their financials, leadership, management, and programs, all in a user friendly database. The database is available to local donors to find, learn about and give to the causes they care about. In 2013, the Foundation will be awarding grants from a limited pool of discretionary funding. In an effort to reward nonprofits for the transparency and accountability they have demonstrated by publishing and maintaining their profiles in the Nonprofit Search, organizations with a complete and current profile by December 31, 2012, will be eligible to be randomly selected for an unrestricted grant of $1,000 and virtual site visit featured on the Foundation website. If an organization is unable to meet the December 31, 2012 deadline, a secondary, marketing and fundraising opportunity will be available. Organizations that complete or maintain a current Nonprofit Search profile by June 30, 2013, will be featured in the inaugural Charitable Giving Guide, to be published and distributed locally by the Foundation during the 2013 holiday season. Stay tuned as more information will follow the Foundation's Board of Directors meeting in January 2013. You may also contact Manager of Nonprofit Outreach, Megan Boynton, at 661.616.2605 or [email protected] with any questions regarding upcoming grants. To register for the next Nonprofit Search Orientation, click here and supply the following information regarding your organization. Key Staff Jeffrey R. Pickering, President and CEO- 661.616.2601 [email protected]. Jeffrey R. Pickering is President and CEO of Kern Community Foundation. Prior to joining Kern Community Foundation, Mr. Pickering served in leadership roles as a fundraiser, nonprofit administrator and grantmaker, including four years as Vice President of Philanthropic Services at the Community Foundation of Central Florida. Mr. Pickering graduated from the University of South Florida in 1995 with a bachelor’s degree in political science. For one year following graduation, Mr. Pickering served as a lay missioner working among homeless men and women in New York City as a member of the Vincentian Service Corps. He then entered the University of San Diego’s School of Leadership and Education Sciences earning a master’s degree in leadership studies in 1997. In 2004, Mr. Pickering was awarded a certificate in management from the Crummer Graduate School of Management at Rollins College. Mr. Pickering's civic involvement includes service on the steering committee for the League of California Community Foundations, and membership in the Rotary Club of Bakersfield - Downtown. Mr. Pickering is married to Stephanie Brooks Pickering, a native of Palm Springs, California and a graduate of American University (BA, ’94; MA, ’95). The Pickering’s have two very active children, Colin and Olivia. Alejandra S. Contreras, Director of Business Development - 661.616.2609 [email protected]. Alejandra Contreras is the Director of Business Development for Kern Community Foundation. Alejandra plays a key role in assisting in the Foundation’s growth by managing new business development opportunities, and overseeing all sponsorship activities related to key products and events. Mrs. Contreras has ten years of experience in the financial services industry structuring, underwriting and managing commercial loan transactions. Prior to joining Kern Community Foundation in 2013, Mrs. Contreras worked for GE Capital, most notably as Vice President of International Risk Underwriting. Born and raised in Bolivia, Mrs. Contreras moved to the United States to pursue her university studies. She earned a Bachelor of Science degree in Business Administration from Louisiana State University in 1996, followed by a 36 Master in Business Administration degree also from Louisiana State University in 1998. Mrs. Contreras has been active in various domestic and international charitable organizations. Mrs. Contreras is married to Carlos Contreras, a graduate of the United States Military Academy. They are the proud parents of two boys. Megan R. Boynton, Manager of Nonprofit Outreach - 661.616.2605 [email protected]. Megan Boynton is Manager of Nonprofit Outreach at Kern Community Foundation, assisting in the Foundation’s efforts to support the overall capacity and sustainability of Kern County nonprofit organizations.She is a 14 year veteran of the insurance industry, handling and supervising property, liability and catastrophe claims over the course of her career. A California native she earned her Bachelor of Arts degree in History from Santa Clara University, where her second major was Spanish. She also has an Associate in Claims certification from the Insurance Institute of America and a Masters of Public Administration from Seton Hall University. Megan moved to Bakersfield in 2006 and has volunteered locally in a grants writing capacity. She is the married mother of one 5 year old busy-body and two exasperated cats. Danette M. Rinehart, Manager of Finance and Administration - 661.616.2602 [email protected]. Danette Rinehart is Manager of Finance and Administration of Kern Community Foundation. She joined the Foundation in August 2007. Previously, she was a small business owner of Network and Database Solutions and was a production database consultant for Midway Sunset Cogeneration, a subsidiary of Southern California Edison. Danette is a graduate of California State University, Bakersfield with a degree in Business Administration. She is a certified Microsoft Systems Engineer and Database Administrator. Rachel M. Cunningham, Foundation Assistant - 661.616.2603 [email protected]. Rachel Cunningham joined Kern Community Foundation as Foundation Assistant in 2012. Rachel plays a key role in Kern Community Foundation’s growth by assisting with administrative and donor services responsibilities, including gift processing and charitable Giving Cards. A Bakersfield native, Rachel returned to her hometown after graduating from the University of California, Davis with her Bachelor’s in International Relations and Italian with a minor in Religious Studies. Board of Directors Stephen H. Boyle, Esq., L.L.M, Chair, Clifford & Brown Attorneys At Law, Class of 2014, Second Term Eugene J. Voiland, Treasurer, Chairman, Valley Republic Bank, Class of 2013, Second Term Keith T. Brice, Immediate Past Chair, President, Mid State Development Corporation, Class of 2014, Fourth Term John M. Allen, Vice President, John Allen Farms Inc., Class of 2014, First Term Chandrasekhar Commuri, Ph.D., Professor, California State University, Bakersfield, Class of 2015, First Term Vipul R. Dev, M.D., Plastic & Cosmetic Surgery, Class of 2014, Second Term Kevin C. Findley, Klein, DeNatale, Goldner, Cooper, Rosenlieb & Kimball, LLP, Class of 2014, First Term Angelo A. Haddad, New York Life Insurance Company, Financial Consultant, Class of 2015, Third Term Duane A. Keathley, Senior Vice President, CB Richard Ellis, Class of 2013, Second Term Bryan L. Lynn, Private Fiduciary, Class of 2015, Second Term Heather Butler Taylor, Founder and President, H.B. Taylor Associates, Class of 2015, First Term Diane L. White, Brown Armstrong, Class of 2014, First Term Geographic Focus: Kern County Application Information Applying for competitive grants: Kern Community Foundation believes that a healthy nonprofit sector is essential to the overall quality of life in our community. Grant requests for proposals for our competitive grantmaking programs are posted online when grants are available (you may also contact us for current guidelines). In most cases, the limited dollars we have available for competitive grantmaking programs are awarded to build the capacity of local nonprofit organizations. The following guidelines are provided to help you determine whether your organization qualifies for a Community Foundation competitive grant. Eligibility: The Community Foundation receives more worthy requests than we can accommodate each year. Most of the Foundation’s individual grantmaking programs have specific eligibility requirements. Please review each application carefully under Upcoming Grant Deadlines and contact the Foundation if your organization is unsure about your eligibility. Restrictions: Competitive grants are limited to organizations in Kern County. However, funding may be given to organizations with offices outside of Kern County for services or programs for residents of Kern County. The Foundation currently does not consider multi-year requests.We do not provide grants for: 37 Propagandizing, influencing legislation and/or elections, promoting voter registration; for political candidates, political campaigns or organizations engaged in political activities; for litigation Institutions limiting their services to persons of a single religious sect or denomination Social or political problems outside of the United States of America Individuals Federated appeals or to organizations that collect funds for redistribution to other nonprofit groups Reporting: Most grants carry with them a requirement for reporting back to the Community Foundation regarding use of the funds. Reports of past grants must be on file before an agency can apply for additional Community Foundation funds. Applications received from organizations with delinquent reports will be considered non-responsive and will not be reviewed. Timing: The Foundation accepts grant proposals at specific times during the year. We also award grants through donor advised, designated and scholarship funds. Unsolicited applications or applications received after a granting program’s cycle has closed are returned to the applying organization. Review: Grant applications are reviewed by a committee comprising both Kern Community Foundation Board Members and other members of the community. _____________________________________________________________________________________ Leon S. Peters Foundation, Inc. 6424 E. Butler Ave. Fresno, CA 93727-5708 (559) 251-3002 About: Established in 1959 in CA. Program Areas: Giving primarily for education and human services; funding also for Armenian churches. Key Staff: Samuel K. Peters, President; Mark Ruof, Vice President; Janice Chitjian, Secretary; Ron Peters, Chief Financial Officer Board of Directors Pete B. Peters, Chairperson; Craig Apregan; David Peters; Edward J. Hashim Recent Grants $90,000 to Community Medical Foundation, Fresno, CA, in 2011, payable over 1 year. $40,000 to Poverello House, Fresno, CA, in 2011, payable over 1 year. $25,000 to Fresno City College, Fresno, CA, in 2011, payable over 1 year. $25,000 to Valley Public Television, Fresno, CA, in 2011, payable over 1 year. $15,000 to Boy Scouts of America, Fresno, CA, in 2011, payable over 1 year. $15,000 to Fresno Rescue Mission, Fresno, CA, in 2011, payable over 1 year. $10,000 to Girl Scouts of the U.S.A., Fresno, CA, in 2011, payable over 1 year. $10,000 to Saint Paul Armenian Church, Fresno, CA, in 2011, payable over 1 year. $10,000 to World Vision, Federal Way, WA, in 2011, payable over 1 year. $5,000 to American Cancer Society, Fresno, CA, in 2011, payable over 1 year. Geographic Focus:Fresno, California Application Information: Initial approach: Letter. Board meeting date(s): Feb., May, Aug., and Nov. Deadline(s): None _____________________________________________________ Levi Strauss Foundation 1155 Battery St. San Francisco, CA 94111-1203 (415) 501-3577 www.levistrauss.com About Mission Statement: The Levi Strauss Foundation advances the human rights and well-being of underserved people touched by our business by taking courageous risks, supporting innovative community partnerships, and promoting the practice of good corporate citizenship. Established in 1952, the Levi Strauss Foundation is an independent private 38 foundation that is grounded in pioneering legacy and enduring values of Levi Strauss & Co.: originality, integrity, empathy and courage. Through our philanthropic work, we seek to bring those values to life while leading at the forefront of change. We are not afraid to tackle some of the toughest social issues of our time and to experiment with new approaches. For example, we were the first corporate foundation to address HIV/AIDS as a human rights concern and the first to support the notion that people could save their way out of poverty and build financially secure lives. We focus our work on driving systemic change – both at the factory level and in the policymaking arena – that is required to make a difference in people’s lives. On worker rights, for instance, while others talk about the need for training, we partner with non-governmental organizations to write the curricula and ensure that the training happens. Likewise, many of our funding initiatives are aimed at taking innovative program models to scale and sustainability, and sharing best practices with others companies and NGOs around the world. We fund programs in nearly 40 countries around the world where Levi Strauss & Co. has a business presence. We do not accept unsolicited grant proposals, but we do work closely with a network of partners across a wide variety of sectors to identify opportunities that will create the most impact. Program Areas; The Levi Strauss Foundation is focused on making a difference on three issues, all of which are rooted in the values of Levi Strauss & Co. HIV/AIDS: Changing the course of the global HIV/AIDS pandemic requires the courage to tackle challenging social issues, the commitment to sustain long-term investments and the determination to push the limits of existing responses. We view AIDS not simply as a health problem, but a product of — and exacerbated by — pervasive violations of human rights. Because HIV/AIDS disproportionately affects the poor, least educated and most marginalized people, we have pioneered new approaches to eliminate the stigma of the disease and promote advocacy for those afflicted. In 1982, the Levi Strauss Foundation became the first U.S. corporate foundation to address the HIV/AIDS epidemic. Since then, we have contributed approximately $45 million to HIV/AIDS service organizations in more than 40 countries. In 2010, we will dedicate roughly $2.1 million to this area. Asset Building: We believe that low-income working people, when given the right incentives and support, will save for long-term goals. Building assets has profound effects on individuals and families and their ability to break the poverty cycle. It enables them to plan for the future, avoid risky behavior, and weather unexpected financial storms. Ultimately, it can make home ownership and entrepreneurial job creation a genuine possibility. As such, asset building represents a long-term, innovative anti-poverty strategy that pushes the limits on what is possible. Our commitment to asset-building programs grew out of early support of the American Dream Demonstration in 1997, a pioneering pilot program that matched savings accounts for the working poor devoted to purchasing a home, paying for college or skills training or starting a small business. The findings of this five-year program have powerfully influenced policies and programs in the United States — and, more recently, abroad. In 2010, we will devote approximately $1.6 million of grant funds to advance our goals in asset building in the U.S. and abroad. Worker Rights: From our earliest days, our company has advanced the rights and well-being of workers in the apparel and textile industries. Today, the goal of our Foundation is to support programs that reach approximately 300,000 apparel and textile workers annually in 15 countries where our products are made. These programs range from asset building and financial literacy programs to address the impact of the expiration of the Multi-Fiber Arrangement (MFA) in Latin America to helping the significant female migrant labor force in China. Our strategy to advance worker rights embraces four approaches: Educate workers and factory management on labor rights and responsibilities. Improve the health of workers (including hygiene, reproductive health and HIV/AIDS). Provide asset-building opportunities for workers. Enhance oversight of labor laws through support for factory-level dispute resolution mechanisms, legal aid and arbitration channels. In 2010, we will devote more than $1.5 million of grant funds to advance our goals for supporting and enhancing worker rights. Key Staff: Merle Lawrence, Sr. Manager, U.S. Board of Directors: Robert D. Haas,* President, Levi Strauss & Co., Chairperson Emeritus; Hilary K. Krane, Vice President, Levi Strauss & Co., Sr. Vice President and General Counsel; Daniel Jae-Won Lee, Secretary and Executive Director; Roger Fleischmann, Treasurer; R. John Anderson, Levi Strauss & Co., President and Chief Executive Officer; 39 Sandrine Besnard-Corblet; Dorota Gotkowska; Peter E. Haas, Jr.; Jennifer Haas-Dehejia; Jeff Harlowe; Michael Kobori; Amy Leonard; Daniel Lurie; Babur Rifiq; Recent Grants $250,000 to Water.org, Kansas City, MO, in 2011. To fund sustainable water programs that will provide at least 200 million liters of water to communities in need of reliable access, payable over 1 year. $170,000 to CARE USA, Atlanta, GA, in 2011. For renewal support to enhance and expand the scope of the Sewing for a Brighter Future program for women garment workers in Cambodia, payable over 1 year. $150,000 to Apparel Lesotho Alliance to Fight AIDS, Maseru, Lesotho, in 2011. For industry-wide workplace initiative to combat the HIV/AIDS epidemic among apparel workers in Lesotho, payable over 2 years. $100,000 to San Francisco Convention and Visitors Bureau, San Francisco, CA, in 2011. For our partnership with SF Travel, payable over 1 year. $100,000 to United Way Worldwide, Alexandria, VA, in 2011. For Central Community Chest of Japan. For relief and recovery efforts in wake of the earthquake and tsunami in Japan, payable over 1 year. $70,000 to Women Organized to Respond to Life-threatening Disease, Oakland, CA, in 2011. To build advocacy capacity to reduce stigma and discrimination for women living with HIV/AIDS in the U.S. and sponsor WORLD's 20-year anniversary celebration, payable over 1 year. $60,000 to Stichting Mama Cash, Amsterdam, Netherlands, in 2011. For General support - human rights leadership grant, payable over 3 years. $25,000 to Blue Planet Run Foundation, Redwood City, CA, in 2011. For the Ride for Your Life 2011, payable over 1 year. $25,000 to Global Fund for Women, San Francisco, CA, in 2011. For General support - human rights leadership grant, payable over 1 year. $21,150 to HandsOn Bay Area, San Francisco, CA, in 2011. For Community Day projects in San Francisco, payable over 1 year. Geographic Focus: California and New York Application Information: Applications not accepted. No support for political, sectarian, religious, or discriminatory organizations, or sports teams. No grants to individuals, or for capital, endowment, or building funds, athletic competition, or advertising. _____________________________________________________________________________________ Marguerite Casey Foundation 1425 4th Ave., Ste. 900 Seattle, WA 98101-2222 (206) 691-3134 www.caseygrants.org About Marguerite Casey Foundation is dedicated to creating a movement of working families advocating on their own behalf for change. We strive to bring humility and hope to our work. Our actions are guided by the firm belief that significant positive change is not only possible, but absolutely necessary. Within this framework, we seek to do the following: Support and nurture strong, vibrant activism within and among families, enabling them to advocate for their own interests and improve the public and private systems that impact their lives. Examine, change and inform the advancement of social and economic policies and practices that promote the development of strong families and strong communities. Encourage the development of a coherent knowledge base for advocates, families and the organizations that serve them. Invest in system change and cross-system change in order to generate greater knowledge and provide effective working models for practice. Mission: Marguerite Casey Foundation exists to help low income families strengthen their voice and mobilize their communities in order to achieve a more just and equitable society for all. Our Vision: We imagine a just and equitable society for all, where all children are nurtured to become compassionate, responsible and self-reliant adults; where families are engaged in the life of their communities, the nation, and the world; and where people take responsibility for meeting today’s needs as well as those of future generations. Our Values: Diversity and Anti-Racism: We courageously confront racism and discrimination. We reflect the voices, experiences and interests of diverse cultural and social groups. 40 Equity: We believe in a bottom-up approach to social change, one that treats everyone fairly and equitably. We strive to share information and best practices broadly with all grantees and with the field as a whole. Learning and Growing: We foster a driven learning community, where we learn from experience, each other, and the communities we serve. We believe that knowledge is powerful and that learning never ends. Mutual Respect and Trust: We create an environment of teamwork and trust where acceptance and dignity are experienced by all. We are responsible for our actions, words and attitudes and are accountable to always follow through. Stewardship: We are thoughtful, thorough and strategic in our grant making decisions. We make sound business decisions regarding the use of our resources, and we are committed to good results. Sustained Connections: We seek to develop and strive to preserve permanent community connections for families. We believe in the power of strong relationships to effect community change. Transparency: We are open and honest in all we do. We strive to conduct our business with the utmost clarity and directness, so that others will always know where we stand. Program Areas West Region: The West grantmaking region consists of the state of California. Since 2002, the foundation has invested $57.175 million in the region. Historically, California has been a destination for immigrants. Families have sought it out for a better life, but for too many families, the Golden State has lost its luster. Dreams of prosperity and security have been severely compromised by a dysfunctional tax and budget structure, an eroding safety net and neglected infrastructure, including its once-enviable public school system. Income inequality has climbed significantly in California: Between 1989 and 2007, the bottom 90 percent of households captured 16 percent of income growth while the top 1 percent received 56 percent.[1] Families in low-income communities, where social and economic conditions were already precarious, have been hit hardest by the economic downturn, particularly by instability associated with a marked rise in unemployment. To address the needs of these marginalized communities, Marguerite Casey Foundation grantees in the West region share a basic theory of change that defines community-based leadership as fundamental to building and sustaining effective movements. Their work is increasingly sophisticated, routinely relying on integrated voter engagement, policy advocacy and social media to further movement building statewide and systematically transform the state’s social and economic landscape – strategies that are cutting-edge elsewhere. Grantee organizations have capitalized on shifting state demographics as windows of opportunity for systemic change: California‘s population is becoming younger and more diverse. Grantee efforts to increase the engagement of younger voters to counter the influence of more affluent, less diverse retirement communities will be vital in future battles over public education budgets, health programs, investment in infrastructure and job creation. As major cities in California gentrify, local community-based organizations will be critical to reversing a trend of concentrated pockets of poverty in outlying regions of the state. Grantees in the region have worked to push family-sustaining policies that protect health and human services, advance education equity, attain environmental justice, preserve affordable housing and transportation, create quality jobs and secure immigrants’ rights. Significantly, policy wins in California, the country’s most populous and most diverse state, have implications for what’s possible for the rest of the country. Key Staff Luz A. Vega-Marquis, President & CEO. Luz Vega-Marquis is president and CEO of Marguerite Casey Foundation, where she oversees the foundation’s $600 million endowment and $30 million grantmaking budget. Before joining Marguerite Casey Foundation in 2001, Ms. Vega-Marquis served as executive director of the Community Technology Foundation of California (CTFC), where she was instrumental in developing the strategic framework of CTFC’s grants program as well as energizing the CTFC vision of bringing information technology to underserved communities throughout California. Her nonprofit career also includes four years as vice president and chief operating officer at the National Economic Development and Law Center, an organization committed to providing technical, law and business expertise to low-income communities nationwide, and 17 years at The James Irvine Foundation, where she served as director of the grants programs and senior program officer in charge of the northern California office. 41 As president and CEO of Marguerite Casey Foundation, Ms. Vega-Marquis has positioned the foundation as a leader in movement building by shaping its grantmaking strategies to support a nationwide movement of low-income families. The foundation provides long-term general-support grants to organizations engaged in activism, advocacy and issue education in the 14 states with the highest concentration of family poverty in the United States. In 2009, foundation-supported grantees educated more than 1.5 million families about the policy issues that most affect their lives; mobilized almost three-quarters of a million people to participate in public actions, events and meetings; led more than 300 policy campaigns, with wins in areas such as education, juvenile justice, housing and immigration reform; and developed more than 27,000 core leaders in communities across the country. In 2008, the foundation in partnership with its grantees launched Equal Voice for America’s Families. The yearlong campaign brought together more than 30,000 families and approximately 250 community organizations to lay the foundation for a multi-issue national family platform that addressed the needs of families across the country. Equal Voice is now a series of networks across the country working to effect policy change that will ensure the economic well-being of families. Ms. Vega-Marquis focuses much of her efforts on changing public perception of and attitudes toward poor families. In 2010, the foundation released Raising Hope: The Equal Voice Story, a documentary that chronicles the lives of low-income working families and their participation in the Equal Voice campaign. The documentary was shown on PBS stations across the country. In 2010, Marguerite Casey also launched the Equal Voice online newspaper, dedicated to covering the stories of low-income families and the impact of policies and attitudes on their lives. Ms. Vega-Marquis is the founder of Hispanics in Philanthropy and has served on numerous boards, including those of The California Wellness Foundation, Council on Foundations, Katalysis Foundation, Northern California Grantmakers and the Women’s Foundation of California. She currently serves on the board of directors of Independent Sector and the Robert F. Kennedy Center for Justice and Human Rights. Ms. Vega-Marquis received a Bachelor of Arts degree in modern languages from the University of San Francisco and earned a Master of Arts degree in Latin American studies from Stanford University. Peter Bloch Garcia, Program Officer. Peter Bloch Garcia joined Marguerite Casey Foundation in 2006. His responsibilities include identifying, developing and soliciting grant proposals, conducting site visits and preparing grant recommendations. Before joining the foundation, Mr. Bloch Garcia served as an associate program officer in the research and evaluation department of the education division of the Bill & Melinda Gates Foundation. Before entering the philanthropic field, he worked as a secondary-level teacher. Mr. Bloch Garcia helped create and serves on the board of two nonprofit organizations: Latino Community Fund of Washington State, where he is president of the board. He is also involved locally with People of Color in Philanthropy Network and Social Justice Fund Northwest. Mr. Bloch Garcia holds a Bachelor of Arts degree in English and a Master of Public Administration degree from the Evans School of Public Affairs at the University of Washington. Rich Boswell, Grants Administrator. Rich Boswell joined Marguerite Casey Foundation in 2010. He is responsible for facilitating grant processing by working with internal and external stakeholders, and for managing the accuracy of the grant database and records. Mr. Boswell previously served in the U.S. Air Force and has more than 10 years of administrative experience, including six years at Raynier Institute & Foundation. William Cordery, Program Officer. William Cordery joined Marguerite Casey Foundation in 2012. Mr. Cordery identifies, develops and solicits grant proposals, conducts site visits and prepares grant recommendations. Before joining the foundation, Mr Cordery served as the senior development officer for the Southern region of Amnesty International USA. As senior development officer, Mr. Cordery managed the organization’s relationships with its major donors across 11 Southern states; stewarding individual relationships and cultivating long-term giving to Amnesty’s human rights work. Will began working in fundraising and philanthropy in 2003 as the development director for Project South: Institute for the Elimination of Poverty & Genocide, where he designed and launched the organization’s first national major donor program; and was at the helm of national foundation fundraising and marketing for the organization. As a key member of the national Resource Mobilization Working Group for the first US Social Forum, Will designed and helped institute multiple fundraising strategies that raised nearly $1 Million for this historic 2007 grassroots convening. Ericka Cox, Program Officer. Ericka Cox joined Marguerite Casey Foundation in 2010. Ms. Cox identifies, develops and solicits grant proposals, conducts site visits and prepares grant recommendations. Before joining the foundation, Ms. Cox served as executive director of SCOPE, a nonprofit organization in South Los Angeles that applies innovative workforce development strategies toward eradicating the root causes of poverty. Ms. Cox has 15 years of experience in community organizing, movement building, program management, and policy and organizational development that includes her work as director of community outreach for Service Employees International Union, as a member of Liberty Hill Foundation’s Environmental Justice Community Funding Board, and as co-founder of Workplace Hollywood, a nonprofit organization she created in partnership with DreamWorks entertainment corporation to award grants to community-based training providers that connect low-income communities with jobs in the entertainment industry. Ms. Cox directed major policy campaigns as legislative deputy to Los Angeles Council member Ruth Galanter and has managed political campaigns for 42 candidates seeking local, state and federal office. She has provided training and consulting for nonprofits, organizational alliances and foundations. Ms. Cox holds a Bachelor of Arts degree in philosophy from the University of California, San Diego. Edgar Villanueva, Program Officer. Edgar Villanueva joined Marguerite Casey Foundation in January 2013. Mr. Villanueva identifies, develops and solicits grant proposals, conducts site visits and prepares grant recommendations for the foundation’s Midwest region. Before joining the foundation, Mr. Villanueva was the executive director of Quality Enhancement for Nonprofit Organizations, a partnership between the University of North Carolina Wilmington and philanthropic and civic organizations and leaders focused on building capacity in the nonprofit and philanthropic sectors in southeastern North Carolina. Mr. Villanueva was also the founding executive director of the North Carolina American Indian Health Board, a nonprofit focused on advancing health equity for American Indian families through research, education, and advocacy. Mr. Villanueva began his work in the philanthropy sector at the Kate B. Reynolds Charitable Trust, where he was a program officer for six years. As a senior program officer, he managed a portfolio of 150 grants in the foundation’s health care division. Mr. Villanueva has served on several boards and committees focused on advancing social justice and effective philanthropy. He was a Southeastern Council of Foundations 2006 Hull Fellow and a Grantmakers in Health Terrance Keenan Fellow, and is a member of the Circle of Leadership Academy with Native Americans in Philanthropy. Board of Directors Freeman A. Hrabowski, III (Chair). Freeman A. Hrabowski, III joined Marguerite Casey Foundation Board of Directors in June of 2001, and has served as President of The University of Maryland, Baltimore County (UMBC) since May 1992. Dr. Hrabowski currently serves as a consultant to the National Science Foundation, the National Institutes of Health, and universities and school systems nationally. He also serves on a number of civic and corporate boards. Dr. Hrabowski’s recent awards include election to the American Academy of Arts & Sciences and the American Philosophical Society, receiving the prestigious McGraw Prize in Education and the U.S. Presidential Award for Excellence in Science, Mathematics, and Engineering Mentoring, being named Marylander of the Year by the editors of theBaltimore Sun, and being listed among Fast Company magazine’s first “Fast 50 Champions of Innovation” in business and technology. Dr. Hrabowski was named one of Time magazine’s 100 most influential people in the world in 2012. He has co-authored two books, Beating the Odds and Overcoming the Odds (Oxford University Press), focusing on parenting and high-achieving African American males and females in science. Both books are used by universities, school systems, and community groups around the country. Patricia Schroeder (Vice-Chair). Former Congresswoman Patricia Scott Schroeder joined Marguerite Casey Foundation Board of Directors in June of 2001, for which she chairs the Communications and Advocacy Committee and serves on the Finance and Investment Committee. Schroeder recently retired as President and Chief Executive Officer of the Association of American Publishers (AAP), the national trade organization of the U.S. book publishing industry, a post she assumed on June 1, 1997. Schroeder left Congress undefeated in 1996 after representing Colorado’s First Congressional District (Denver) in the United States House of Representatives for 24 years. From January to June 1997, she held the rank of Professor at the Woodrow Wilson School of Public and International Affairs at Princeton University. In addition to heading the AAP, Schroeder serves on the American Bar Association’s Center for Human Rights Executive Committee. She also serves on various advisory committees dealing with literacy and issues affecting children and women. Schroeder is the author of two books: Champion of the Great American Family (Random House, 1989) and 24 Years of House Work…and the Place Is Still a Mess (Andrews McMeel, 1998). She is in the National Women’s Hall of Fame and the Colorado Women’s Hall of Fame. David Villa (Treasurer). David Villa joined the board of directors in April of 2008. Currently he is the Chief Investment Officer for the State of Wisconsin Investment Board, overseeing the ninth largest state pension plan, with assets totaling $87 billion and approximately $6 billion in additional investment mandates. He has also held the same position for the State Board of Administration for Florida. Villa chairs the Finance and Investment Committee and serves on the Audit Committee. Villa was recently honored by Institutional Investor Magazine with the 2010 Large Public Fund Manager of the of the Year Award. The Institute recognizes U.S. institutional investors with innovative and fiduciary savvy that yields remarkable returns. Previously, Mr. Villa was the Executive Director for UBS Global Asset Management/Brinson Partners, a world leader in the creation and management of complex institutional investment portfolios, with more than $383 billion in assets. He began his financial career in 1979 with Arthur Andersen and later with First Chicago. He graduated from Princeton University in 1976 with a BA in Economics and from Stanford University in 1977 with a MA in Economics and Latin American Studies. He received his MBA in Finance and Accounting from the J.L. Kellogg Graduate School of Management at Northwestern University in 1979. 43 Douglas X. Patiño (Secretary). Dr. Douglas X. Patiño joined Marguerite Casey Foundation Board of Directors in June of 2001, for which he currently chairs the Governance Committee and serves on the Finance and Investment Committee. Dr. Patiño is Vice Chancellor Emeritus for the California State University system. He serves as Professor of Social Work, California State University, Los Angeles, and as president of The Patiño Group. Dr. Patiño serves on the Enterprise of the Americas Board, to which he was appointed by former president Bill Clinton. He formerly served as Chair of the Board of The California Wellness Foundation and was recently named Emeritus Trustee for the Charles Stewart Mott Foundation. He previously served as Director of Arizona Department of Economic Security from 1983 to 1987, and as Secretary of the California Health and Welfare Agency. Dr. Patiño was awarded the title of Emeritus for his outstanding contributions in advancing the California State University system, the largest senior university system in the United States. As one of the California system’s four senior executives, Dr. Patiño was responsible for policies, procedures and development of all areas of university advancement. He also served as President of the California State University Foundation. Melody Barnes. Melody Barnes, the former director of the White House Domestic Policy Council under President Obama, joined the Marguerite Casey Board of Directors in June 2012. Ms. Barnes was also former chief counsel to the late Sen. Edward M. Kennedy on the Senate Judiciary Committee, and was executive vice president for policy for the Center for American Progress. She will serve on the Board’s Governance Committee and the Finance and Investment Committee. Ms. Barnes played a key role in crafting and negotiating with Congress on the American Recovery and Reinvestment Act; President Obama’s signature education reform initiative, Race to the Top; worked closely with private sector partners to drive math and science resources to school districts nationwide; served as a chief White House negotiator with Congress and secured critical higher education reforms, including higher education finance. As Kennedy’s chief counsel, Ms. Barnes shaped civil rights, women’s health and reproductive rights, commercial law, and religious liberties laws, as well as executive branch and judicial appointments. Barnes, a Richmond, Virginia native, began her career as an attorney with Shearman & Sterling in New York City and is a member of both the New York State Bar Association and the District of Columbia Bar Association. She is a member of the Board of Directors of The Constitution Project, EMILY’s List, and The Maya Angelou Public Charter School. She received her law degree from the University of Michigan and her bachelor’s degree from the University of North Carolina at Chapel Hill. Angela Diaz. Angela Diaz joined the Marguerite Casey Board of Directors in June 2012. Dr. Diaz is the Jean C. and James W. Crystal Professor of Pediatrics at Mount Sinai School of Medicine and Director of the Mount Sinai Adolescent Health Center. Dr. Diaz has provided direct medical services to children and adolescents for more than 25 years. She will serve on the Board’s Governance Committee and the Audit Committee. Dr. Diaz has been a White House Fellow, was named numerous times as one of the Best Doctors in New York by New York Magazine, and is listed in America’s Top Doctors and Guide to America’s Top Pediatricians. She was awarded the American Academy of Pediatrics Founders of Adolescent Health Award. She has been closely involved in comprehensive mental and primary health services, particularly in identifying and engaging trauma-affected adolescents. Dr. Diaz is president of The Children’s Aid Society’s Board of Trustees. She is the first Latina and person of color to serve as Children’s Aid’s president. Dr. Diaz was also the first attending physician for The Children’s Aid Society’s acclaimed teen pregnancy prevention program. After earning her medical degree in 1981 at Columbia University College of Physicians and Surgeons, she completed her post-doctoral training at the Mount Sinai School of Medicine in 1985 and received a Master in Public Health degree from Harvard University. Under her leadership, the Adolescent Health Center has become the largest adolescent health center in the U.S. William H. Foege. William H. Foege joined Marguerite Casey Foundation Board of Directors in June of 2001, and serves on the Communications and Advocacy Committee. An epidemiologist, Dr. Foege played a pivotal role in a successful campaign to eradicate smallpox in the 1970s. Dr. Foege served as the director of the U.S. Centers for Disease Control from 1977-83. He attended Pacific Lutheran University, received his medical degree from the University of Washington, and his Master’s in Public Health from Harvard University. Dr. Foege is currently a member of the graduate faculty of the Hubert Department of Global Health at Emory University. He has championed child survival and development, injury prevention, population, preventive medicine, and public health leadership in the developing world. Dr. Foege is the recipient of many awards, holds honorary degrees from numerous institutions, and was named a Fellow of the London School of Tropical Medicine and Hygiene in 1997. In March of 2006, the William H. Foege Genome Sciences and Bioengineering Building was dedicated at the University of Washington in Seattle. In 2001, Dr. Foege was honored with the prestigious Albert and Mary Lasker Award for public service. President Obama awarded Dr. Foege with the Presidential Medal of Freedom in 2012. He is the author of more than 125 professional publications. Ruth W. Massinga (Founding Chair). Ms. Massinga is recently retired as President and Chief Executive Officer of Casey Family Programs (CFP) and Chair of the Board for Marguerite Casey Foundation. Both are Seattle based, private foundations that are committed to supporting families, youth and children in reaching their full potential. From 1983 to 1989, Massinga served as Secretary of the Maryland Department of Human Resources. She entered state government as the Executive Director of the Social Services Administration of that Department in 1979. For two years prior to that, she 44 was the Deputy Director of the Child Development Associate Consortium in Washington, D.C. and, from 1972 to 1977, was Director of Berkeley Children’s Services, a child care resource development and referral organization. She holds a Master’s degree in Social Services from Boston University. She is currently co-chair of the board of The Finance Project based in Washington D.C. and is a board member of the T.T. Minor New School, a public/private school reform project in Seattle. She is on the Policy Advisory Board on New Federalism of the Urban Institute and is a member of the National Research Council Committee on Integrating the Science of Early Childhood Development. Ms. Massinga serves on the Advisory Council for the Civitas Initiative and was formerly on the Panel on Child Care Policy of the National Research Council. From 1990 to 1999 she served as a board member and chair of the Family Resource Coalition; from 1989 to 1990 she was president of the American Public Welfare Association; and from 1988 to 1991 she was a Congressional appointee to the National Commission on Children. Ms. Massinga is the recipient of many awards and is the author of numerous publications. Recent Grants $750,000 to PICO National Network, Oakland, CA, in 2012. For general support, payable over 1 year. $750,000 to Social Justice Fund Northwest, Seattle, WA, in 2012. For general support, payable over 1 year. $550,000 to Florida New Majority Education Fund, Miami, FL, in 2012. To shift the public debate in Florida toward a more expansive and equitable culture of democracy, in alignment with the Equal Voice framework for movement building, payable over 1 year. $360,000 to Chicago Coalition for the Homeless, Chicago, IL, in 2012. For general support, payable over 1 year. $300,000 to Public Interest Projects, New York, NY, in 2012. For general support for State Capacity and Innovation Fund, payable over 1 year. $150,000 to Marin County Grassroots Leadership Network, San Rafael, CA, in 2012. For general support, payable over 1 year. $120,000 to Promise Arizona, Phoenix, AZ, in 2012. For engagement of community leaders in advocacy for improved education and immigration policies, using the Equal Voice framework for movement building, payable over 1 year. $112,500 to Black Alliance for Just Immigration, Berkeley, CA, in 2012. For general support, payable over 1 year. $100,000 to Casa Familiar, San Ysidro, CA, in 2012. For general support, payable over 1 year. $25,000 to Resource Generation, Boston, MA, in 2012. For general operating support, payable over 1 year. Geographic Focus: Giving primarily in four regions of the U.S.: CA; the Southwest, including the U.S./Mexico border; the Deep South; the Midwest, beginning in Chicago, IL; and WA state. Application Information: Applications not accepted. _____________________________________________________________________________________ The McKay Foundation 303 Sacramento St., 4th Fl. San Francisco, CA 94111-3613 (415) 288-1313 http://www.mckayfund.org/mk-sec/sgr/gr_fc.html About Established in 1992 in CA. The foundation is a signatory to Philanthropy's Promise, and consequently, will be committing a significant percentage of their grantmaking dollars to meeting the needs of underserved communities, including the financial support of advocacy and civic engagement. Program Areas FUNDING CRITERIA. The Foundation funds: Organizing efforts that develop and strengthen local leaders, promote community education, and connect community interests to avenues of civic engagement and political power Efforts that develop, move, and communicate public policy that benefits and enfranchises target communities Efforts that develop, build, and strengthen permanent coalitions that expand the base working toward progressive change (movement building) Efforts that develop, build, and strengthen ad hoc coalitions that can respond quickly and effectively to opportune political events (campaigns) All organizations are highly encouraged to: • Actively include their constituents in their structure and direction • Locate, train, and support organizational and community leaders to diversify and strengthen civil society 45 • Continuously measure their performance and their internal and external capacity, and can thus adjust and improve as needed and desirable The majority of our funding goes to a core set of community organizing groups, located mostly in California. These groups receive general operating support grants and are offered a comprehensive set of capacity building resources to use if they so choose. We are committed to funding these core organizations over the long term, with an annual grant review and renewal process for each group. Because this strategy leaves little funding available for new grants, we do not take unsolicited proposals and are no longer accepting letters of inquiry. Capacity Building Project (page is under construction) Key Staff: Robert McKay, President; Mary Manuel, Managing Director; Alison Manuel, Administrative Manager/Executive Assistant; Adriana Ballén, Director of Capacity Building Project Board of Directors: Elaine McKay; John McKay; Robert McKay Sr.; Robert McKay Recent Grants $205,000 to Tides Foundation, San Francisco, CA, in 2010, payable over 1 year. $100,000 to Center for Civic Policy, Albuquerque, NM, in 2010, payable over 1 year. $75,000 to San Diego Foundation for Change, San Diego, CA, in 2010, payable over 1 year. $60,000 to Public Interest Projects, New York, NY, in 2010, payable over 1 year. $55,000 to State Voices, Detroit, MI, in 2010, payable over 1 year. $50,000 to American Independent News Network, Washington, DC, in 2010, payable over 1 year. $30,000 to Media Matters for America, Washington, DC, in 2010, payable over 1 year. $10,000 to American Foundation for Equal Rights, Los Angeles, CA, in 2010, payable over 1 year. $10,000 to Rainforest Action Network, San Francisco, CA, in 2010, payable over 1 year. $5,000 to Institute for Local Self-Reliance, Minneapolis, MN, in 2010, payable over 1 year. Geographic Focus: California Application Information: Contributes only to pre-selected organizations. _____________________________________________________________________________________ Natem Foundation, Inc. 3555 Timmons Ln., Ste. 800 Houston, TX 77027-6498 Program Areas: Community/economic development; Human services Key Staff: Linda Pritzker,* President; Aaron Stern,* Vice President Board of Directors: Mary Jo Sandlin,* Secretary-TreasurerAdam Rubel, Executive Director Recent grants $51,247 in 2011 to the Tides Foundation for a People Centered Development Forum. $50,000 in 2011 to Center for Contemplative Mind in Society for general operating support. Geographic Focus: California, Massachusetts, and New Mexico. Application Information: Applications not accepted. _____________________________________________________________________________________ Nicolas Berggruen Charitable Foundation c/o Berggruen Holdings, Inc. 1114 Ave. of the Americas, 41st Fl. New York, NY 10036-7703 About: Nicolas Berggruen has committed to The Giving Pledge, and has pledged to give away at least half his wealth to philanthropy. 46 Program Areas: Community/economic development; Environment, water resources; International affairs, foreign policy; Museums (art) Key Staff: Jared Bluestein; Thomas Crawford; Nicolas Berggruen Nicholas Berggruen Profile Net Worth: $2 B As of March 2013; Age: 51; Source of Wealth: investments; Residence: Beverly Hills, CA; Education: Bachelor of Arts / Science, New York University; Marital Status: Single Forbes Lists: #736 Billionaires; #249 in United States; #546 in 2012; #206 Forbes 400 Dubbed the "homeless billionaire" for his penchant for living out of hotels, these days Nicolas Berggruen spends the bulk of his time working on his Nicolas Berggruen Institute, which aims to innovate and implement good governance practices around the world. After graduating from NYU in 1981 Berggruen worked for Bass Brothers Enterprises before launching Berggruen Holdings in 1985 to manage the family fortune amassed by his father, an international art dealer who assembled an unrivaled collection of works by artists such as Pablo Picasso and Paul Klee after World War Two. In 1988, Berggruen co-founded the Alpha Investment Management, a fund of hedge funds operation that was sold to Safra Bank in 2004. Today, his Berggruen Holdings is comprised of operating companies in the United States, India and Europe in retailing, for-profit education, hotels, publishing and car rental services, among other industries. The company is also invested in real estate around the globe, including more than 60 commercial and residential buildings in Berlin. Like his father before him, Berggruen is a passionate art collector, and owns pieces by Warhol, Basquiat and Koons. Berggruen has said he plans to give all his wealth away. Geographic Focus: Giving primarily in Los Angeles and Sacramento, CA, and in Washington, D.C. Application Information: Applications not accepted. Contributes only to pre-selected organizations. _____________________________________________________________________________________ North Valley Community Foundation 3120 Cohasset Rd., Ste. 8 Chico, CA 95973-0978 (530) 891-1150 www.nvcf.org About: The mission of the foundation is to facilitate philanthropy in Butte, Colusa, Glenn, and Tehama counties and support community efforts to improve the quality of life in the North Valley. Key Staff: Alexa Benson-Valavanis, President and CEO – [email protected]; Karen White, Chief Financial Officer – [email protected] ;Debbie Blue, Executive Assistant to the President – [email protected]; Vada Bouffard, Financial Consultant – [email protected]; Laura Cootsona, Nonprofit Council, Facilitator Board of Directors Joan Stoner, Chair: Affiliation(s): Stoner and Associates, C.P.A. – [email protected] Carolyn Nava,* Co-Chair: Affiliation(s): Primerica, Inc, Representative – [email protected] Lori Parris,* Treasurer: Affiliation(s): Matson & Isom, Certified Public Accountant – [email protected] Vanessa Sundin, Secretary: Affiliation(s): Sundin Law Group – [email protected] Lisa Furr, Social Media Specialist: Affiliation(s): Constant Contact Consultant – [email protected] Sherry Holbrook: Affiliation(s): Holbrook Furniture, Owner – [email protected] Marc Nemanic: Affiliation(s): 3Core, Executive Director – [email protected] Diane Ruby: Affiliation(s): Sheraton Real Estate Management, Chief Financial Officer – [email protected] Deborah Rossi: Affiliation(s): Stifel Nicolaus, Vice President, Investments – [email protected] Geographic Focus: Giving limited to the North Valley area, Butte, Colusa, Glenn, and Tehama counties, CA. Application Information: Applications not accepted. _____________________________________________________________________________________ Pacific Gas & Electric Company About: PG&E's Community Investment Program At PG&E we know that a community's energy doesn't always arrive through power lines. It comes from the actions and efforts of those who live there. Our goal is to engage, support and improve the neighborhoods where our customers and 47 employees live and work. Whether we're helping local communities launch new school programs for students interested in the energy industry or providing clean energy alternatives to underserved neighborhoods, PG&E is there making a difference. Our goal is to be the leading corporate citizen in each of the diverse communities we serve throughout Northern and Central California. In 2012, we contributed $23 million to charitable organizations and, this year, we plan to provide over $23 million in contributions. As always, our community investment program continues to be funded entirely by our shareholders and has no impact on our customers’ utility rates Highlights from 2012 Over 1,500 grants provided to qualified nonprofits More than $23 million provided in charitable giving 41,750 hours volunteered at company-supported events Additional $6 million donated by PG&E employees in annual giving campaign pledges Other Highlights California Business - "Volunteer Program of the Year Award" Governor's Economic and Environmental Leadership Award Council on Foundations - "Critical Impact Award" Global Green USA - "Corporate Design Award" San Francisco Volunteer Center - "Corporate Community Involvement" Award Program Areas 2013 Community Investment Focus Areas To achieve maximum impact in helping to address the needs of our communities, with an emphasis on supporting underserved populations, our community investment program focuses on the following three areas: Education: Over the last decade, PG&E has given nearly $50 million toward youth educational initiatives. We support innovative programs that give students and teachers opportunities to learn and prepare for their future, the future of California and the future of the energy industry. Environmental Stewardship: PG&E understands the importance of supporting energy sustainability, environmental conservation and stewardship of our lands and resources. We support partnerships focused on renewables and energy efficiency as well as local Earth Day projects that help ensure our neighborhoods, parks and recreation areas remain clean, safe and viable for future generations. Community Vitality: PG&E is committed to invigorating the neighborhoods where we live and work. As one of the nation’s largest utility companies, we focus on projects where we can leverage our expertise. These efforts include providing assistance to income-qualified families through programs that reduce their utility bills, partnering with local organizations to support emergency preparedness efforts and investments in local economic and energy-related workforce development initiatives. In addition, we support civic initiatives that bring value to the communities we serve. Overarching Emphasis: We continue to prioritize support for underserved communities throughout our community investment program. In 2012, over 77% of PG&E's grant funding went to projects and organizations that assist people of low-income, communities of color, LGBT status, veterans, and those with disabilities, among others. Geographic Focus: PG&E’s goal is to engage, support, and improve the neighborhoods where our customers and employees live and work. PG&E serves mainly northern and central California. East Bay, Fresno, Kern, North Bay, Sacramento, San Francisco, San Joaquin, San Luis Obispo, and Santa Clara Application Information: Application Deadline: September 16, 2013 Grants: PG&E's community investment program is funded on a calendar year cycle. In 2012, over 77% of our total grantmaking efforts supported underserved communities and a majority of our grants were at or below the $5,000 level. PG&E may also consider in-kind contributions such as the donation of company vehicles or meeting facilities to 501(c)3 non-profit organizations. The utility also donates employee time through its nationally recognized employee volunteer program. California law prohibits PG&E from donating or reducing the cost of gas and/or electric services. General Requirements Current status as a 501(c)3 nonprofit organization. Organizations that have not yet received an IRS 501(c)3 designation must identify a “fiscal sponsor” to receive the requested grant. The fiscal sponsor must actually apply for the grant from PG&E. 48 Alignment with PG&E's key funding areas. The most successful grant applications are programs that also provide an opportunity for employee volunteerism, address a demonstrated community need, and are from organizations in PG&E’s service area. Coordination with PG&E representative. The most competitive proposals are ones made in collaboration with PG&E. View PG&E contacts. Completion of PG&E's online grant application. PG&E is unable to accept grant proposals in other formats. Apply for grant here. Completed I.R.S. Form W-9: Additional Requirements Non-Discrimination Policy PG&E will not fund organizations that, in their by-laws, policies, or practices, discriminate on the basis of race, color, religion, age, sex, national origin, ancestry, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, or any basis prohibited by applicable law. In limited circumstances, PG&E will consider requests for funding of specific programs from any current 501(c)3 nonprofit organization, provided those programs are 1) aligned with our charitable focus areas, and 2) open to the general public and offered on a nondiscriminatory basis. Charitable Purposes: PG&E grants may be used only for charitable purposes, and must not be used to promote or oppose any candidate or ballot measure, to advocate any legislative or administrative action, or to personally benefit or compensate any elected official. Legal and Patriot Act Compliance: Applicants must be, and remain, in compliance with all federal, state, and local laws, rules, and regulations, including if applicable the California Nonprofit Integrity Act of 2004. Applicants and each of their grantees, if any, must be in full compliance with all statutes, Executive Orders, and regulations restricting or prohibiting U.S. persons from engaging in transactions and dealings with countries, entities, or individuals subject to economic sanctions administered by the U.S. Department of the Treasury’s Office of Foreign Assets Control. Applicants must be aware that a list of countries subject to such sanctions, a list of Specially Designated Nationals and Blocked Persons subject to such sanctions, and overviews and guidelines for each such sanctions program can be found at http://www.treas.gov/ofac, and applicants must not promote or engage in violence, terrorism, bigotry, or the destruction of any state, or make grants or otherwise furnish support of any kind to any individual or entity that engages in such activities. _____________________________________________________________________________________ The Peszynski Foundation 8845 Elder Creek Rd. Sacramento, CA 95828-1835 About: Established in 2007 in CA. Program Areas: The foundation supports organizations involved with K-12 and higher education, human services, and Catholicism. Board of Directors: Andrew F. Peszynski,* President Affiliation(s): Davison Iron Works, Inc., President; Helena Szmit,* Vice President; Elizabeth Perschevitch,* Secretary; I.G. Peszynski,* Chief Financial Officer Recent Grants $5,000 to Wellspring Womens Center, Sacramento, CA, in 2010, payable over 1 year. $2,000 to Saint Michaels Episcopal Day School, Carmichael, CA, in 2010, payable over 1 year. $1,000 to Sacramento Childrens Home, Sacramento, CA, in 2010, payable over 1 year. Geographic Focus: Giving primarily California. Application Information: Applications not acceopted. Contributes only to pre-selected organizations. 49 _____________________________________________________________________________________ The PMI Foundation 3003 Oak Rd. Walnut Creek, CA 94597-4541 (925) 658-6252 www.pmifoundation.org About: Our mission is to foster the goal of sustainable homeownership and provide access to affordable housing for underserved areas and populations. The program fulfills this mission through the support of and partnership with national and local organizations that create housing opportunities and help revitalize neighborhoods in communities throughout the U.S.Further, the program recognizes the value of supporting organizations that contribute to the quality of life in the communities where PMI employees live, work and seek education. The program promotes employee volunteer involvement in community service. Program Areas Standard program categories are: Health and Human Services. This includes health-related organizations such as the American Heart Association, the Leukemia Society, the United Way and its member agencies, and other organizations that support aid to the disabled, youth groups and senior citizen services. Education. This includes day care facilities; pre-collegiate (K-12 grades); community colleges, colleges, universities, graduate schools; agencies promoting educational access; safety education; and literacy training. Civic and Community. This includes housing and economic development organizations; neighborhood groups; environment and public policy organizations; government groups; law and justice organizations; job training and skill development programs. Arts and Culture. This category includes cultural centers, museums, libraries, botanical gardens and zoos; public radio and television; arts education programs. Key Staff: Laura Kinney Board of Directors: Charles Broom, President; David Katkov, Vice President, Affiliation(s): PMI Mortgage Insurance Co., President and Chief Executive Officer; Victoria Vazquez, Secretary Jesse Gentry, Chief Financial Officer; Ray Chang, Treasurer Recent Grants $70,350 to Habitat for Humanity International, Americus, GA, in 2010, payable over 1 year. $60,000 to Social Compact, Washington, DC, in 2010, payable over 1 year. $15,000 to Habitat for Humanity International, Americus, GA, in 2010, payable over 1 year. $2,500 to American Cancer Society, Atlanta, GA, in 2010, payable over 1 year. $2,500 to Habitat for Humanity Greater San Francisco, San Francisco, CA, in 2010, payable over 1 year. Geographic Focus: California Application Information Program Guidelines Organizations requesting grants must be nonprofit organizations that have been granted a 501(c)(3) tax-exempt and public charity status by the Internal Revenue Service. Requests must target disadvantaged, poor and distressed populations. Requests must either focus on increasing affordable housing opportunities or directly contribute to the quality of life in under-served communities. Requirements for Grant Requests: The following information is required to submit a grant request to The PMI Foundation: A summary of the request, not to exceed two pages. A copy of the 501(c)(3) letter with the organization's federal tax ID number. A completed W-9 form. The group's name, address, phone number and contact person. A brief statement outlining the proposed program, project or activity, and how its programs are compatible with The Foundation objectives. 50 A brief statement of the history, purpose and goals of the applicant group, including number of members, constituents served, and use of volunteers.* A statement on the applicant's qualification to undertake the proposal.* A copy of the group's most recent audited financial statement (or for new nonprofits, a letter indicating their ability to maintain adequate financial and accounting records).* A copy of the nonprofit's annual report.* A list of the board of directors and their affiliations.* A brief statement about the qualifications of the key project staff and chief executive officer.* A list of other donors, e.g., United Way, government sources, and other Foundations for the previous year, indicating amounts given.* *Most of these items can be found in the organization's annual report. General Exclusions The PMI Foundation does not accept requests for the following purposes: Individuals. Fraternal, veteran, labor, athletic or religious organizations serving a limited constituency. Political or lobbying organizations, or those supporting the candidacy of a particular individual. Travel funds. Films, videotapes or audio productions. We are not currently accepting any unsolicited funding requests _____________________________________________________________________________________ The Reveas Foundation 5260 N. Palm Ave., Ste. 219 Fresno, CA 93704-2210 About: Established in 1998 in CA and DE. Program Areas: Giving primarily for education, human services, and to Presbyterian churches. Key Staff: Samuel T. Reeves, President and Treasurer; Charles Scott Hulme, Secretary. C. Scott Hulme’s Experience, CFO, Nature Fresh Farms, LLC, July 2009 – Present (4 years); Partner, VP, CFO, Generation Homes, Inc.,December 2003 – December 2008 (5 years 1 month),Managed all business matters for home builder including but not limited to finance, accounting, information systems, legal, human resources, and sales/marketing (co-managed). President, CFO, Fresno Diamond Group, LLC, March 2001 – August 2003 (2 years 6 months), Presided over privately-held entertainment company conducting events in Fresno’s new $45 million downtown stadium. Company’s core asset is the Fresno Grizzlies, Triple-A affiliate of the San Francisco Giants. President, Pinnacle Trading, LLC, July 1995 – March 2001 (5 years 9 months), Co-formed privately-held investment and trading company, managing business matters including but not limited to investment analysis, finance, accounting, legal, human resources, and information systems (programming). COO, Producers Cotton Oil Co. (Dunavant Enterprises, Inc.), May 1990 – June 1995 (5 years 2 months), Managed privately-held agricultural entity with operations including crop financing, cotton ginning, and other activities . Negotiated and executed sale of the company in September ’94. Subsequent to sale, served pre-arranged ten month term with parent company (Dunavant Enterprises, Inc.) while forming Pinnacle Trading, LLC. Tax Consultant, Price Waterhouse, September 1987 – April 1990 (2 years 8 months), Carried out tax research and compliance. Subsequent to departure, served pre-arranged seven month term (09/89-04/90) with local accounting firm in order to complete California CPA requisites. C. Scott Hulme's Education. University of Southern California - Marshall School of Business, MBA, Finance, accounting, 1985 – 1987. Activities and Societies: Dean’s List, Financial Executives Institute Award, Beta Gamma Sigma (national honorary business fraternity) membership award, Beta Alpha Psi (national honorary finance/accounting fraternity) membership award, and Case Competition Finalist. University of California, Davis, BA, Economics ,1981 – 1985, Captain of JV lacrosse team. Activities and Societies: Outstanding Senior Award, Greek Outreach co-founder, and twice-elected delegate to fraternity National Convention. C. Scott Hulme's Additional Information: Interests: Golf. Groups and Associations: First Presbyterian Church of Fresno, Clerk of Session (i.e. Elder Chairman, 1999-2004), Long Range Planning/Facilities Planning (2003-2008), former Elder and Chairman of administration/finance (1991-1994), college program advisor (1996-1999), and Chair of 3 pastor search committees (Various dates) Fellowship of Christian Athletes, Director (1996-2008) A Place For You Foundation, President and Director (1998-2009) Arts and Cultural District, Committee member (2004) Boy Scouts of America, Director (1996-1999) F.C.S. Youth Soccer, Co-Commissioner, (1999-2000) Various non-profit events and fundraisers, Volunteer Various 51 organized youth sports, Coach. Honors and Awards: Certified Public Accountant, California Board of Accountancy (Inactive). General Contractor (Class B), California Contractors State License Board (Inactive). Board of Directors: Virginia Reeves Apple, Elizabeth R. Hulme, Annesley R. MacFarlane, Elizabeth W. Reeves, Sandra R. Spears Recent Grants $100,000 to Harlem Childrens Zone, New York, NY, in 2010. For unrestricted contribution, payable over 1 year. $100,000 to University of Iowa, Iowa City, IA, in 2010, payable over 1 year. $55,000 to Resurrection Episcopal Day School, New York, NY, in 2010. For unrestricted contribution, payable over 1 year. $51,500 to Environmental Defense Fund, New York, NY, in 2010. For unrestricted contribution, payable over 1 year. $50,000 to First Presbyterian Church, Fresno, CA, in 2010. For unrestricted contribution, payable over 1 year. $25,000 to Boys and Girls Club of Greenwich, Greenwich, CT, in 2010. For unrestricted contribution, payable over 1 year. $25,000 to Every Neighborhood Partnership, Fresno, CA, in 2010. For unrestricted contribution, payable over 1 year. $15,000 to Ernest L. Ransome III Scholarship Trust, Charlotte, NC, 2010. Unrestricted contribution, payable over 1 year. $15,000 to Lost Tree Chapel, North Palm Beach, FL, in 2010. For unrestricted contribution, payable over 1 year. $10,000 to Star of Hope Mission, Houston, TX, in 2010. For unrestricted contribution, payable over 1 year. Geographic Focus: Giving primarily in the U.S., with emphasis on CA. Application Information: Applications not accepted. Contributes only to pre-selected organizations. _____________________________________________________________________________________ Sacramento Region Community Foundation 955 University Avenue, Suite A Sacramento, CA 95825 916.921.7723 www.sacregcf.org About: Since its founding in 1983, the Sacramento Region Community Foundation has been dedicated to connecting people who care with causes that matter. We offer personalized service to each donor, and house a variety of giving vehicles to accommodate your charitable interests. It is our business to be knowledgeable about community needs so that we can guide you to organizations that address the issues that you care about. If you are interested in creating a lasting legacy, the Foundation can provide assurance that gifts will support organizations and causes of your choice—now and forever. As the Sacramento region’s primary provider of philanthropic services, we help people who want to give back to their community. By managing their charitable giving, we help donors achieve their philanthropic goals effectively, intelligently, creatively, and confidently. History, Mission & Values: In the early 1980’s, a small group of community leaders saw a need in the Sacramento region – a need for stable, permanent financial support that would increase the capacity of local community organizations to meet critical needs. In 1982, a steering committee was formed to build the necessary endowment to turn the community foundation from idea to reality. The Foundation was officially incorporated in April of 1983. Nearly 30 years after being founded to advance and promote charitable giving in the Sacramento region, the Foundation now manages over 500 funds, many of them permanent endowments, with total assets nearing $100 million. Annual grants awarded to nonprofit organizations from our charitable funds have grown from $272,900 in 1983 to over $4 million in 2011, and a total of $87 million since inception. Mission: Our mission is to serve as a leader and trusted partner in expanding philanthropy and enhancing its impact in our community. Vision To be a convener and spokesperson for philanthropic causes and groups To work with other philanthropic organizations to increase everyone’s effectiveness To guide philanthropic activity for donors, prospective donors and the community in order to create meaningful impact Values Support nonprofits and donors with a collaborative approach which addresses philanthropic needs, offering long-term effective charitable giving options 52 Encourage excellence and the promotion of new ideas that address existing and emerging problems Respect every aspect of individual diversity as well as diverse community needs and interests Support the vitality of the community and be dedicated to improving the quality of life of all citizens in our region Provide fiduciary expertise in administering the funds entrusted to the Foundation/Offer expertise about the needs of the community and uphold integrity in all grantmaking activities Program Areas Grants for Nonprofits: Grantmaking is at the heart of the Foundation. As one of the largest grantmaking institutions in the region, the Foundation has the power of over 500 funds and hundreds of individual donors to support numerous causes and efforts in our region and beyond. Whether acting independently to support a fund holder's local alma mater or working collectively to make an impact on homelessness, our grants have the potential to make a difference in the lives of many people and to create lasting impact in our community. Through our donors, the Foundation has done some amazing work. We have enabled the completion of the landmark Crocker Museum. Working in partnership with Lutheran Social Services, The Salvation Army, and Volunteers of America, we have housed over 5,000 individuals facing homelessness. And we have helped rescue and rehabilitate neglected animals through The Grace Foundation. Behind each grant is a story of philanthropy in action. With support from our own unrestricted grant dollars, the Foundation has exercised catalytic leadership by mobilizing the community around issues of great regional significance through convenings of nonprofit and service organizations, offering technical assistance and training, leveraging other donor and grant dollars to maximize impact, and raising public awareness by: Spearheading GiveLocalNow, an effort to increase the rate of regional giving from 62% to 67% Keeping arts in the schools through the Any Given Child initiative, a John F. Kennedy Center for the Performing Arts community engagement effort to preserve K-8 arts education programming Preparing our community for mammoth changes at the federal level in housing and homelessness prevention service, in partnership with Sacramento Steps Forward We are a Foundation with a clear mission to make a difference and improve lives, and at its heart, our grant dollars help us do just that. Key Staff Linda Beech Cutler, Chief Executive Officer [email protected]; Fran Baxter-Guigli, Donor Services Officer [email protected]; Tina Bryce, Grants Manager [email protected]; Priscilla Enriquez, Chief Giving Officer [email protected]; Jeannie Howell, Program Associate [email protected]; Winston Hom, Controller [email protected]; Regina Vanzant, Administrative Coordinator [email protected]; ate Godwin, Senior Accountant [email protected]; Jim McCallum, Chief Financial Officer [email protected]; Shirlee Tully, Chief Marketing and Development Officer [email protected]; Kelly Lind, Marketing and Development Associate [email protected] Board of Directors Henry Wirz, Board Chair, President & CEO, SAFE Credit Union; Dennis Mangers, Vice-Chair, Public Member, Board of Governors, California State Bar; Donna L. Courville, Treasurer, Attorney, Boutin Jones, Inc.; Carlin Naify, Secretary, Community Leader Members at Large Margie Campbell Co-Owner, Spare Time Inc. & President, Ose Properties Dan Cole Partner, The Evergreen Company Michael Dunlavey Artist and Co-Founder, The Dunlavey Studio, Inc. Robert M. Earl President, Earl Consulting Company Jane Einhorn Senior Vice President, Runyon Saltzman & Einhorn Mario Gutierrez Executive Director, Center for Connected Health Policy Cassandra Jennings Senior Advisor, Office of the Mayor, City of Sacramento Robert L. Lorber CEO, Lorber Kamai Consulting Linda Merksamer Community Leader Diane Mizell Community Leader Darren Morris President, Pacific Coast Building Services, Inc. Daniel I. Parrish President, Dan Parrish Insurance Services, Inc. Jeanne Reaves President & CEO, Jeanne Reaves Consulting 53 Meg Stallard Board President, Yolo Community Foundation Martin Steiner Partner, Hefner, Stark & Marois, LLP Gary Strong Senior Vice President of Finance, The Sacramento Bee Stephen Tse Vice President & Wealth Management Advisor, Merrill Lynch Clarence Williams President, California Capital Financial Development Corporation Recent Grants $1,668,632 to Mosaic Law Congregation, Sacramento, CA, in 2007, payable over 1 year. $500,000 to Sutter Medical Center Foundation, Sacramento, CA, in 2007, payable over 1 year. $275,000 to Woodrow Wilson International Center for Scholars, Washington, DC, in 2007, payable over 1 year. $250,000 to Columbia University, New York, NY, in 2007, payable over 1 year. $100,000 to Boys and Girls Clubs of Greater Sacramento, Sacramento, CA, in 2007, payable over 1 year. $50,000 to Campus Life Connection, West Sacramento, CA, in 2007, payable over 1 year. $48,500 to Ronald McDonald House Charities of Northern California, Sacramento, CA, in 2007, payable over 1 year. $25,000 to Chinese American International School, San Francisco, CA, in 2007, payable over 1 year. $25,000 to University of California Medical Center, Sacramento, CA, in 2007, payable over 1 year. $12,000 to Fremont Presbyterian Church, Sacramento, CA, in 2007, payable over 1 year. Geographic Focus: Giving primarily focused on organizations within or those offering services to El Dorado, Placer, Sacramento, and Yolo counties, CA. Application Information Visit foundation web site for application forms and guidelines. Applications may be submitted via U.S. mail, e-mail, or fax. Application form required. Initial approach: Submit application form and attachments Copies of proposal: 10 Board meeting date(s): Jan., Mar., May, July, Sept., and Nov. Deadline(s): Varies _____________________________________________________________________________________ State Farm One State Farm Plaza Bloomington, IL 61710 www.statefarm.org About: We make it our business to be like a good neighbor, helping to build safer, stronger and better educated communities across the United States and Canada. Through our company grants, we focus on three areas: safety, community development and education. The State Farm Companies Foundation and State Farm values inclusiveness and diversity. Therefore, charitable funding is intended to advance access, equity, and inclusiveness while discouraging harmful discrimination based on age, political affiliation, race, national origin, ethnicity, gender, disability, sexual orientation or identity, or religious beliefs. Through its various programs, State Farm provides grants to other tax-exempt organizations. State Farm expects these organizations and their leadership to comply with all laws, to follow high ethical standards, and to have strong internal controls. This includes: Mission statement outlining purpose and goals Compliance with established guidelines for its charitable purposes Business practices that monitor and enforce ethical standards of all persons associated with the organization Satisfy appropriate background checks when children are included in programs Good stewards of grant funds through internal controls and oversight Adequate safeguards to avoid conflicts of interest Program Areas Safety Grants: State Farm values the importance of keeping our neighbors safe. Our funding is directed toward: Auto and Roadway Safety Home Safety and Fire Prevention Disaster Preparedness Disaster Recovery Personal Financial Safety/Security 54 Community Development Grants: We believe communities are the foundation of society and we are committed to help maintain the vibrancy and culture of our neighborhoods. We demonstrate this commitment by supporting programs that focus in these areas: Affordable Housing 1st Time Homeowners Community Revitalization Economic Development Education: We support efforts to provide all children with an education that will allow them to reach their greatest potential and prepare them to participate in a nation and economy that continues as a global leader. We fund three types of grants for K-12 public schools: Teacher Development, Service-Learning and Systemic Improvement. Board of Directors Edward B. Rust, Jr.,* Chairperson and President; Affiliation(s): State Farm Mutual Automobile Insurance Co., Chairperson, President, and Chief Executive Officer Mary Crego, Vice President and Secretary David Beigie, Vice President, Programs Don Heltner, Vice President, Fixed Income Joseph P. Young, Vice President, Fixed Income Duane Farrington, Vice President Michael L. Tipsord, Vice President; Affiliation(s): State Farm Mutual Automobile Insurance Co., Co-Vice-Chairperson and CFO Paul J. Smith, Treasurer Brian V. Boyden Kellie Clapper W.H. Knight, Jr.; Affiliation(s): Univ of Washington, Dean, School of Law & State Farm Mutual Automobile Insurance Co.Dir. Karen Mayfield Susan M. Phillips; Affiliation(s): State Farm Mutual Automobile Insurance Co., Director and George Washington University, Dean, School of Business Debra L. Wheeler Ed Woods Recent Grants $3,000,000 to Illinois Wesleyan University, Bloomington, IL, in 2011, payable over 1 year. $1,850,024 to National Merit Scholarship Corporation, Evanston, IL, in 2011, payable over 1 year. $1,000,000 to Americas Promise - The Alliance for Youth, Washington, DC, in 2011, payable over 1 year. $915,230 to Illinois State University Foundation, Normal, IL, in 2011, payable over 1 year. $465,000 to University of Illinois at Urbana-Champaign, Urbana, IL, in 2011, payable over 1 year. $395,422 to United Way of McLean County, Bloomington, IL, in 2011, payable over 1 year. $330,000 to National Board for Professional Teaching Standards, Arlington, VA, in 2011, payable over 1 year. $247,436 to United Way of McLean County, Bloomington, IL, in 2011, payable over 1 year. $203,911 to United Way of McLean County, Bloomington, IL, in 2011, payable over 1 year. $3,344 to United Way of the Columbia-Willamette, Portland, OR, in 2011, payable over 1 year. Geographic Focus: Giving on a national basis and in Canada. Application Information Eligible Organizations Our charitable contributions are awarded to: Educational Institutions Government entities Canadian registered charitable organizations 501(c)(3) charitable nonprofit organizations 501(c)(4) volunteer fire companies 501(c)(6) chambers of commerce 55 State Farm does not fund: Individuals seeking personal help or scholarships Religious programs Politically partisan programs Organizations outside the U.S. and Canada Request a Grant The funds to State Farm grant recipients were disbursed in the first quarter of 2013. Plans for the 2014 grant application cycle are still under review. Please check back for an announcement regarding the process timeline at the end of July, 2013. _____________________________________________________________________________________ States Street Foundation, Inc. 1 Lincoln St Boston, MA 02111-2900 www.statestreet.com About: Established in 2006 in MA. Program Areas: The Strategic Grantmaking Program Supporting the communities in which we live and work around the world is one of State Street’s fundamental values. Headquartered in Boston, State Street has 39 community support program committees in 26 countries responsible for establishing programs and managing relationships with local recipient organizations. In the United States, grants are awarded directly to organizations and agencies designated as not-for-profit 501(c)(3) entities by the Internal Revenue Service. In communities outside the US, we provide grants to charities that are deemed 501(c)(3) equivalents. At the foundation of our strategic grantmaking program is an understanding that increasing an individual’s ability to earn and maintain a living contributes to the overall health and well-being of our communities around the world. By investing resources with this in mind, State Street strives to resolve issues of skill shortages, regional competitiveness and income disparity between those with and without education and job skills. We collaborate with peers, educational institutions and charitable organizations to help ensure that populations where we operate are economically thriving and that a pipeline of entry- and intermediate-level talent is available to meet employer needs. Key Staff Jeanette Kuhl - [email protected] Board of Directors George A. Russell, Jr.,* President; Simon Zornoza,* Clerk; James J. Malebra,* Treasurer, State Street Corp., Executive Vice President, C.A.O., and Controller Recent Grants $591,700 to United Way of Massachusetts Bay, Boston, MA, in 2011. For corporate support for United Way Campaign, payable over 1 year. $500,000 to New Profit, Cambridge, MA, in 2011. To provide interventions to assist in transition from high school to postsecondary education/employment, payable over 1 year. $300,000 to Womens Lunch Place, Boston, MA, in 2011. For capital campaign to renovate Resource Center that will enable it to expand job readiness program, payable over 1 year. $100,000 to Asian American Civic Association, Boston, MA, in 2011. For operating support for Adult Education and Workforce Development Center, payable over 1 year. $100,000 to Boys and Girls Clubs of Boston, Boston, MA, in 2011. For Life After the Club program, expanding outcomes measurement work and for AmeriCorps volunteer position, payable over 1 year. $18,430 to Charities Aid Foundation UK, West Malling, England, in 2011. To support Eva's Initiatives for Homeless Youth's Life Skills Program, which includes a number of programs, supported by a variety of life skills initiatives, to help youth succeed in developing long-term self-sufficiency in housing and employment. Eva's Initiatives is in Toronto, Canada, payable over 1 year. $16,839 to Charities Aid Foundation UK, West Malling, England, in 2011. To support Pathways to Education Canada's delivery of programs to youth, including mentoring, advocacy and counseling support, financial assistance with food and travel and bursary to assist with postgraduate programs following graduation, payable over 1 year. 56 $12,000 to Charities Aid Foundation UK, West Malling, England, in 2011. For work of Podkarpackie Hospice for Children Foundation in Rzeszow, Poland, as they support a training course for medical volunteers wishing to work at the hospice, payable over 1 year. $8,248 to Charities Aid Foundation UK, West Malling, England, in 2011. For Schools without Borders, to support capacity workshop series to train SWB staff and to strengthen their platform, payable over 1 year. Geographic Focus: Giving primarily in areas of company operations in CA, GA, IL, Boston and Quincy, MA, MO, NJ, NY, and PA and in Australia, Austria, Belgium, Canada, Cayman Islands, Europe, France, Germany, India, Ireland, Italy, Japan, Luxembourg, the Middle East, Netherlands, Poland, Qatar, Singapore, South Africa, South Korea, Switzerland, Taiwan, and the United Kingdom. Application Information Grant Proposal Guidelines: Please note new grant application instructions below by geographic location. Follow the steps outlined for each location. To view a list of geographic communities eligible for State Street support, please click here. Review State Street’s guidelines to determine whether your organization may qualify for funding. United States State Street has a two-step application process and accepts proposals on a rolling basis. All applicants will initiate the process with a Preliminary Grant Application (PGA) and will receive a response on whether to proceed to step two within about eight weeks. The second step is a Full Grant Application (FGA), and organizations will receive a decision notification within approximately 12 weeks after the submission date. To access the online application use the link below. First time users will be asked to answer a series of questions (eligibility quiz) to help determine if you are eligible for funding. www.easymatch.com/statestreetgive/applications/agency. Strategic Grantmaking Guidelines: http://statestreet.com/wps/wcm/connect/44eb1d8045959c9b80cac7a4b1e7f8a7/1316378_StrategicGrantmakingGuidelines.pdf?MOD=AJPERES _____________________________________________________________________________________ The Swinerton Foundation P.O. Box 77048 San Francisco, CA 94107-0048 (415) 984-1372 www.swinerton.com About Our Philosophy: Swinerton Incorporated believes that, as a company and as a corporate family, we have the duty to participate in the betterment of our communities. We think that our commitments to "Integrity" and "Excellence In Our People" - major components of our Mission Statement - include the responsibility to help those in need and encourage and support our employees to do likewise. This is not simply altruism on our part, but also an investment in the world around us. While our resources are limited and there are more worthwhile causes than we can possibly support, we know we must do what we can, intelligently and efficiently. The Swinerton Foundation was created with these concepts in mind. In order to best utilize and allocate our resources, all charitable giving (except for those monies reserved at the affiliate/division level) will be centralized or guided through The Swinerton Foundation. The Swinerton Foundation will designate from time to time certain tax-exempt, non-profit organizations that will receive financial support. The Swinerton Foundation is a 501(c)3 not for profit Corporation. Our Mission Honor our obligation to be a committed corporate citizen Better the communities where the company has significant presence Support worthwhile youth, health, human service, cultural and environmental programs on a select basis Serve as a catalyst for our employees to become involved in and provide leadership for their communities Utilize our construction expertise whenever possible so as to: Foster a positive image of the construction industry & Attract good people to our business Communicate to employees, and the public when appropriate, charitable activities undertaken Program Areas: The foundation supports organizations involved with arts and culture, construction education, the environment, health, human services, and community development. 57 Board of Directors Charles P. Kuffner,* Chairperson; Luke P. Argilla,* President; Affiliation(s): Swinerton Inc., Executive Vice President, General Counsel, and Secretary; Phyllis M. Smith,* Secretary; Linda G. Schowalter,* Treasurer; Affiliation(s): Swinerton Inc., Vice President and Chief Financial Officer; Gayle M. Cooper; W.J. Dysart; Frank Foellmer Charles R. Moore; Lucille Morris-Tyndall; Affiliation(s): Swinerton Inc., Sr. Vice President and C.I.O.; Gary J. Rafferty Recent Grants $15,000 to American Heart Association, Dallas, TX, in 2011, payable over 1 year. $10,000 to Trust for Public Land, San Francisco, CA, in 2011, payable over 1 year. $7,320 to Hawaii Foodbank, Honolulu, HI, in 2011, payable over 1 year. $5,000 to Arizona State University Foundation, Tempe, AZ, in 2011, payable over 1 year. $5,000 to Mission Hiring Hall, San Francisco, CA, in 2011, payable over 1 year. $5,000 to Rebuilding Together Seattle, Seattle, WA, in 2011, payable over 1 year. $5,000 to Sierra Forever Families, Sacramento, CA, in 2011, payable over 1 year. $4,000 to Community Service Programs, Santa Ana, CA, in 2011, payable over 1 year. $3,500 to Architectural Foundation of San Francisco, San Francisco, CA, in 2011, payable over 1 year. $3,000 to Great Aloha Run, Honolulu, HI, in 2011, payable over 1 year. Geographic Focus: Giving primarily in areas of company operations in CA. Application Information: Applications not accepted. _____________________________________________________________________________________ Teichert Foundation 3500 American River Drive Sacramento, CA 95864 916-484-3011 www.teichert.com About: Teichert Foundation awards grants to community organizations and provides employee matching grants. Teichert Foundation expresses the company's commitment to build and preserve a healthy and prosperous region. We make grants to organizations that create beauty, foster culture, nurture children, provide access to food and housing for those in need, preserve nature, increase awareness of our environment, build an educated citizenry and a well-prepared workforce, and strive to provide better health for all. Teichert Foundation also encourages employee philanthropy through a matching gift program. The company's commitment to public interest through funding Teichert Foundation is rooted in our belief that the prosperity of the community returns to us and to those who depend on us. Teichert History: As the Sacramento region and Central Valley continue to grow, Teichert and our family of operations will be there when it all happens - as we have been for more than 120 years. Adolph Teichert immigrated to New York from Germany in 1866, and he was recruited by the California Artificial Stone Paving Company in the 1870's. The Teichert name can still be seen on many sidewalks throughout many neighborhoods in the region. His craftsmanship was renowned, and some of his earliest work can still be seen in Golden Gate Park and near the Mark Hopkins Hotel in San Francisco. He came to Sacramento to work on laying the sidewalks around the original State Capitol building. He then started his own business in 1887 by building walkways, cellar floors, sidewalks, fencing, and other projects. Adolph was joined in the company by one of his four children, Adolph Jr., and the two of them grew the business. Additionally, they helped establish the Northern California Contractors Association - which later became the Northern California chapter of the Associated General Contractors of America. Over the years, Teichert has grown into a diverse mix of businesses, most notably Teichert Construction and Teichert Materials. Much like Northern California, we have grown exponentially over the past century, but we have maintained the same small-town, family-oriented environment. And, with our commitment to our family of employees, high quality of work, strong customer satisfaction, and giving back to the community, Teichert will continue to flourish in the 21st century and beyond. Program Areas: Teichert Foundation will consider grant requests in the following categories: Culture and the arts Education Youth and elderly Environmental planning and preservation Transportation and planning Civic improvement and historical restoration 58 Community and social services Rehabilitation and health service The Foundation directors may also, from time to time, identify areas for special emphasis when emerging needs require extraordinary attention. Key Staff: Emily Begay, Program Associate Recent Grants $150,000 to Sutter Medical Center Foundation, Sacramento, CA, in 2012, payable over 1 year. $15,000 to Sacramento Ballet Association, Sacramento, CA, in 2012, payable over 1 year. $10,000 to Sacramento City Unified School District, Sacramento, CA, in 2012, payable over 1 year. $8,500 to Inter-Faith Ministries of Greater Modesto, Modesto, CA, in 2012, payable over 1 year. $7,500 to Boy Scouts of America, Modesto, CA, in 2012, payable over 1 year. $7,500 to Stanislaus Community Foundation, Modesto, CA, in 2012, payable over 1 year. $7,500 to Yolo Basin Foundation, Davis, CA, in 2012, payable over 1 year. $7,500 to Yolo Family Service Agency, Woodland, CA, in 2012, payable over 1 year. $5,000 to Sacramento Steps Forward, Sacramento, CA, in 2012, payable over 1 year. $5,000 to Special Recreation Services, Reno, NV, in 2012, payable over 1 year. Geographic Focus: The geographic reach of the Foundation coincides generally with the areas in which Teichert Construction and Teichert Aggregates do business. The following counties are within the scope of Foundation granting activity: Sacramento, Yolo, North Solano, Yuba, Sutter, Colusa, El Dorado, Nevada, Placer, San Joaquin, Amador, Calaveras, Stanislaus, Merced, Tuolumne, and Mariposa., Application Information: The application period for the first cycle of Fiscal Year 2013/2014 is now closed. Cycle two will open July 1, 2013. If you have already registered with GuideStar, please review your agency's information, as we will use GuideStar as a primary research tool in determining agency eligibility. If you have not registered with GuideStar yet, please do so. If you are a past grant recipient and have not already done so, you must fill out a Grant Report Form and return it to us before starting a new grant application. Please see Grant Reporting for more information. It is the Foundation's intent to make grants in the range of $3,000 to $7,500. The annual grants budget is $500,000. While deciding how much to grant to whom, the Foundation will give careful consideration to: The number of people that will benefit from the project The number of local volunteers supporting the organization and the project The commitment and composition of the organization's Board of Directors or Board of Trustees The extent to which the applicant complements the services of other community organizations The organization's fiscal responsibility and management qualifications The ability of the organization to provide ongoing funding after the term of the grant The extent to which the program addresses underlying causes, rather than just symptoms of specific problems How well the organization plans to monitor and evaluate the results of the project Grant requests for specific purposes are usually preferable to those for normal operating expenses. Grants are generally made for one year only. Teichert Foundation will not consider grants to the following types of organizations or for the following purposes: Religious organizations for explicit religious activities, as distinguished from social or educational activities Political organizations or political campaigns Fraternal organizations, societies, or orders Courtesy advertising or tickets for benefits Telephone solicitations National fundraising efforts An agency funded by the Foundation must agree to submit a timely report on the use of the grant, based on its proposal. Please refer Grant Reporting for more information. The Foundation should be informed of any major changes in the program or staff. The deadlines for Fiscal Year 2013/2014: 59 Cycle One Period Opens: January 2, 2013 Application Deadline: February 28, 2013 Decisions Announced: June 3, 2013 Cycle Two Period Opens: July 1, 2013 Application Deadline: August 30, 2013 Decisions Announced: December 2, 2013 All applications must be submitted via eGRANT. Mailed, late, or incomplete applications will not be considered. For further information, please contact: Emily Begay, Program Associate Teichert Foundation PO Box 15002 Sacramento, CA 95851-1002 916-484-3255 Grant Reporting If you are a past grant recipient and have not already done so, you must fill out a Grant Report Form and return it to us via U.S. mail before starting a new grant application Please briefly state: How you measured the impact of your activities on participants and/or the broader community. Please cite specific indicators of change and the time period over which you measured them. Significant board and/or staff changes, if any (you may attach a separate page to the report form) Most recent publications, news articles or other relevant materials about your organization or the funded project. Printed materials only, please. Due to storage limitations, we are unable to accept video tapes, CDs or DVDs or other audio / visual media. Please reference your Grant Reference Number on the report and also in the email subject line. Your Grant Reference Number can be found at the bottom of your signed Grant Agreement Letter. Please send all materials to: Emily Begay, Program Associate, Teichert Foundation, PO Box 15002, Sacramento, CA 95851 _____________________________________________________________________________________ Trail Creek Foundation 300 Tamal Plz., Ste. 280 Corte Madera, CA 94925-1136 About: Established in 1999 in California. Program Areas: Community/economic development, Education, Environment Key Staff: Andrew W. Evans,* President, Michael A. Evans,* Chief Financial Officer, Stephanie O. Evans,* Secretary Board of Directors; Brooks F. Evans Geographic Focus; Giving primarily in CA and ID. Application Information; Applications not accepted. Contributes only to pre-selected organizations. _____________________________________________________________________________________ Union Bank Foundation P.O. Box 45174 San Francisco, CA 94145-0174 (619) 230-3105 www.unionbank.com About;As part of its 10-year community commitment, Union Bank has pledged to annually distribute at least 2 percent of its annual after-tax net profit to charitable organizations, a commitment that has resulted in donations exceeding $96 million during the first eight years. In 2012 the bank's charitable investment in our communities totaled $12.6 million in grants, contributions, and sponsorships to help finance the efforts of nonprofit organizations within the bank's 60 marketplace. The 2 percent charitable commitment is achieved through contributions and sponsorships made directly by the bank and through grants and investments made by the Union Bank Foundation Foundation Grants: The Union Bank Foundation, a nonprofit public benefit corporation, serves as an agent for charitable contributions made by Union Bank. Established in 1953, the foundation has, throughout its history, supported the bank's commitment to help meet the needs of the communities it serves. Our Vision: We strive to build a charitable contributions program that positions the Union Bank Foundation as an innovator of partnerships and a grant-maker intent on helping to create and sustain healthy communities. Our Mission: We proactively invest in the communities in which the bank and its businesses operate, targeting resources to benefit low- to moderate-income populations. Theory of Change: For a comprehensive look at the foundation's approach to grant making, including a theory of change for each of its strategic funding categories: https://www.unionbank.com/Images/Theory_of_Change_Revise_FINAL_2-2113rev2.pdf Program Areas Our Focus We believe that the Union Bank Foundation can achieve the greatest impact on the health of communities by targeting the following strategic funding categories: Affordable Housing Community Economic Development Education Environment Board of Directors: Carl A. Ballton, President; Gabriela Martinez, Secretary Recent Grants $150,000 to Operation Hope, Los Angeles, CA, in 2007, payable over 1 year. $100,000 to Habitat for Humanity, Greater Los Angeles, Gardena, CA, in 2007, payable over 1 year. $65,000 to K Q E D, San Francisco, CA, in 2007, payable over 1 year. $60,000 to Community Housing Partnership, San Francisco, CA, in 2007, payable over 1 year. $25,000 to Stanford University, Stanford, CA, in 2007, payable over 1 year. $15,000 to CHC Institute, Agoura Hills, CA, in 2007, payable over 1 year. $10,000 to Renaissance Entrepreneurship Center, San Francisco, CA, in 2007, payable over 1 year. $5,000 to Barrio Logan College Institute, San Diego, CA, in 2007, payable over 1 year. $5,000 to National Steinbeck Center, Salinas, CA, in 2007, payable over 1 year. $5,000 to Support for Families of Children with Disabilities, San Francisco, CA, in 2007, payable over 1 year. Geographic Focus; Giving primarily in areas of company operations in CA. Application Information How to Apply: Applying online is easy. The following steps will help you complete your online application in a timely manner. (Please note that applications for event sponsorships should be submitted at least 90 days in advance of the event date.) Step 1: Review the Charitable Giving Guidelines and Complete the Online Application Checklist. If you have not done so already, it might be helpful to review our Foundation Grant Guidelines and Corporate Sponsorship Guidelines to become acquainted with our giving program. These guidelines can assist you in choosing the appropriate application that will best serve your charitable request. We also recommend that you complete the Online Application Attachment Checklist before you begin, so that you have all the required documentation ready to attach to your application. Step 2: Begin Your Online Application. The first time you apply through our online application, you will be asked to create a new account by clicking on "I am a new online applicant." Here you will enter your email address and create a password. Write down your password for future reference. If you have previously created an account for your application, 61 return to the online application and click on "I am a returning applicant" and enter your email address and password. You can then review the information you previously saved and make any changes if needed. Step 3: Review and Submit Your Online Application. At the end of the online application, you will be prompted to upload each required document. At this time you may refer to the checklist to make sure that you have included all necessary documents. Once you are finished, click "Review and Submit." You will have one more opportunity to review the information that you entered before submitting your application. If any information is missing, you will be prompted to complete the relevant section before moving forward. Please make sure you enter your email address accurately on your application. When you click "Submit," you will receive an email confirmation that we have received your application. If you do not receive an email confirmation, please email the Union Bank Foundation at [email protected]. _____________________________________________________________________________________ Walmart Foundation 702 S.W. 8th St., Dept. 8687, No. 0555, Bentonville, AR 72716-0555, Telephone: (800) 530-9925, www.walmart.com Program Areas: Pillars of giving supported by Walmart and the Walmart Foundation The Walmart Foundation meets the needs of the underserved by directing charitable giving our core areas of focus: Hunger Relief & Healthy Eating; Sustainability; Women's Economic Empowerment; Career Opportunity Key Staff: Michelle Gilliard, Vice President: Julie Gehrki, Sr. Director, Business Integration Board of Directors: Michael T. Duke, Chairperson, Wal-Mart Stores, Inc., President and Chief Executive Officer; Michael Spencer, Secretary; Tim Culp, Treasurer; Eduardo Castro-Wright; M. Susan Chambers; Matt Cockrell; Leslie A. Dach, Wal-Mart Stores, Inc., Executive Vice President, Corporate Affairs; Cindy Davis; Tom Mars; Margaret McKenna; Gisel Ruiz; Cathy Smith Recent Grants $9,659,762 to ACT, Inc., Iowa City, IA, in 2011, payable over 1 year. $6,451,407 to Feeding America, Chicago, IL, in 2011, payable over 1 year. $5,797,922 to United e-Way, Alexandria, VA, in 2011, payable over 1 year. $3,400,000 to Boys and Girls Clubs of America, Atlanta, GA, in 2011, payable over 1 year. $3,000,000 to YMCA of the U.S.A., Chicago, IL, in 2011, payable over 1 year. $43,680 to Meals on Wheels of Fayetteville, Fayetteville, AR, in 2011, payable over 1 year. $4,750 to Cherokee County Crisis Center, Jacksonville, TX, in 2011, payable over 1 year. $2,500 to Inland Northwest Musicians, Hermiston, OR, in 2011, payable over 1 year. $2,000 to White County Public Library, Searcy, AR, in 2011, payable over 1 year. Geographic Focus: Giving on a national basis in areas of company operations, with emphasis on AR, Washington, DC, DE, GA, MA. MD, NY, TN, TX, UT, and VA. Application Information: Central to our commitment to operating globally and giving back locally are the grants we award to organizations of all sizes in communities around the globe. Whether it's a small grant to a local school or a large grant to a hunger relief organization working across several states, we engage in opportunities that align with the Walmart Foundation's key areas of focus: Hunger Relief & Healthy Eating, Sustainability, Women's Economic Empowerment and Career Opportunity. Globally, Walmart and the Walmart Foundation gave more than $1 billion in cash and in-kind contributions during fiscal year ending Jan. 31, 2013. And, we did it one grant and one community at a time. National Giving Program: The underlying focus in all of our work is on empowering low-income people to help them live better. Our National Giving Program allows us to work strategically with organizations working across one or more states to address social issues strongly aligned with our focus areas. We often provide funds to organizations that have local affiliates around the country, and the majority of grants from this program include re-grants to implement programs in local communities. We make a big impact by partnering with organizations that operate on a national scale in communities throughout the country. Our grantee partners such as Feeding America, City Year, Growing Power, the American Heart Association, Dress for Success and many others touch thousands of lives every day through national programs that help people in the largest cities and the smallest towns live better. 62 Before applying, please note: The National Giving Program awards grants of $250,000 and above. Submit program ideas using the Letter of Inquiry (LOI) format only. Unsolicited proposals or promotional materials are not accepted. Walmart and the Walmart Foundation reserve the right to adjust guidelines, submission deadlines and notification dates without prior notice. Nonprofit organizations must operate on a national scale through chapters/affiliates in many states around the country or through programs that operate regionally/locally and are seeking funding to replicate successful program activities. National Giving Guidelines Overview The National Giving Program awards grants starting at $250,000 to nonprofit organizations working to address social issues across the U.S. Submit program ideas using the letter of inquiry (LOI) format only. Unsolicited proposals or promotional materials are not accepted. Eligibility Checklist Organizations should be operating on a national scale at multiple sites across the U.S. or have innovative initiatives that are ready for replication. Work must fit within Walmart’s focus areas: Hunger Relief & Healthy Eating, Sustainability, Women's Economic Empowerment or Career Opportunity. Only organizations with a current tax-exempt status under Section 501(c)(3) of the Internal Revenue Code are eligible to apply. Organizations must be listed in the most current IRS 50 State Master File at the time the application is submitted. Prospective grantees must be able to demonstrate that the program or project has previously achieved its proposed outcomes or provide research that validates work of the proposed grant. Award Conditions Organizations that have already received a National Giving grant, but have not completed an impact report, may not apply or receive a new grant. Overhead/indirect costs (i.e., non-program-related expenses) may not exceed 10% of the total program budget. Walmart and the Walmart Foundation do not currently award multi-year commitments. Organizations may, however, propose initiatives with timeframes that extend up to two years. No-cost extensions may be requested for up to an additional 12 months, if necessary. Selection Process Following review of your letter of inquiry (LOI), a grant administrator will contact your organization via e-mail to confirm the status. If Walmart or the Walmart Foundation is interested in pursuing your request, a full proposal requesting additional information will be invited. Funding decisions are made on an ongoing basis; there are no deadlines. Due to the large volume of inquiries we receive, we are unable to provide an exact timeframe during which we will complete your LOI review. LOIs must be completed in full and submitted online to be considered. Submitting an LOI does not guarantee funding. Walmart and the Walmart Foundation reserve the right to adjust guidelines, submission deadlines and notification dates without prior notice. We do our best to review and process materials received in a timely manner, ideally within six to eight weeks. Funding Exclusions Association/chamber memberships Athletic sponsorships (teams/events) Capital campaigns and endowments (defined as any plans to raise funds for a significant purchase or expense, such as new construction, major renovations or to help fund normal budgetary items) Faith-based organizations when the proposed grant will only benefit the organization or its members General operating expenses Political causes, candidates, organizations or campaigns 63 Research projects Scholarships (tuition, room and board or any other expense related to college, university, or vocational school attendance) Sponsorship of fundraising events (galas, walks, races, tournaments, etc.) State Giving Program: In every state we serve across the country, there are underserved populations who need help. Our State Advisory Councils, made up of Walmart associates representing each state, including Washington, D.C. and Puerto Rico, determine the needs within each state, review all eligible grant applications and make funding recommendations to the Walmart Foundation. The State Giving Program awards grants from the Foundation of $25,000 to $250,000. Nonprofit organizations must operate on a regional/state level or be affiliates/chapters of larger organizations that operate on the regional/state level. If you are applying for funding for an organization or effort in Northwest Arkansas (Benton or Washington Counties), where Walmart's Home Office is located, please read about our Northwest Arkansas Giving Program. Before applying, please note: The State Giving Program has two application cycles per year. The first cycle runs January to March. The second funding cycle begins in June and ends in August. Applications must be completed in full and submitted online to be considered. Submitting an online application does not guarantee funding. The State Giving Council and the Walmart Foundation reserve the right to adjust guidelines, submission deadlines and notification dates without prior notice. State Giving Guidelines Overview The minimum amount to apply for is $25,000, and grants awarded are generally less than $250,000. State Advisory Councils determine the needs within each state, review all eligible grant applications and make funding recommendations to the Walmart Foundation. The State Giving Program has two application cycles per year. The first cycle runs January to March, and the second funding cycle begins in June and ends in August. Eligibility Checklist The proposed use of the grant must fit within one of the Walmart Foundation's core giving areas: Hunger Relief & Healthy Eating, Sustainability, Women's Economic Empowerment or Career Opportunity. While health and wellness and education are no longer core areas of our National Giving, we recognize that these are important issues in the communities we serve. As such, we will continue to support health and wellness and education through our State & Local Giving programs on a community-by-community basis. Only organizations with a current tax-exempt status under Section 501(c)(3) of the Internal Revenue Code are eligible to apply. Organizations must be listed in the most current IRS 50 State Master File at the time the application is submitted. Selection Process The State Advisory Councils review all eligible grant applications and make funding recommendations to the Walmart Foundation. The Walmart Foundation reviews applications on an ongoing basis. Submitting your application as soon as possible after the cycle opens allows us to review your application and, if possible, follow up with any questions or concerns. Organizations that receive grants are required to submit an impact report detailing how the grant was used and what outcomes were achieved. Grantee organizations will receive the template for this report electronically 12 months after receiving funding. Once the program budget for a specific state has been fully allocated for the year, funding requests for that particular state will no longer be accepted. Funding Exclusions Advertising, film or video projects Association/chamber memberships Athletic sponsorships (teams/events) Capital campaigns and endowments (defined as any plans to raise funds for a significant purchase or expense, such as new construction, major renovations or to help fund normal budgetary items) 64 Capital improvements, defined as property improvements that will enhance the property value or increase the useful life of the property. (However, capacity building is acceptable for organizations that select Hunger Relief as their program's primary focus area.) Faith-based organizations when the proposed grant will only benefit the organization or its members General operating expenses Immediate disaster relief efforts Construction costs Individuals (requests made solely for the benefit of one person or family) In-kind donation requests, including requests for gift cards Nationally-sponsored organizations: American Cancer Society, American Diabetes Association, American Heart Association and Children's Miracle Network Organizations whose services do not benefit the community at large Political causes, candidates, organizations or campaigns Program advertising or marketing venues Projects that send products or people for relief efforts to a foreign country Scholarships (tuition, room and board or any other expense related to college, university or vocational school attendance) Sponsorship of fundraising events (walks, races, tournaments, etc.) Travel for groups or individuals when that is the primary reason for the proposal Local Giving Program: Walmart believes in operating globally and giving back locally – creating impact in the neighborhoods where we live and work. Through the Local Giving Program, Walmart stores, Sam's Clubs and Logistics facilities can support the needs of their communities by providing grants to local organizations. If you are applying for funding through a Sam's Club location, additional focus areas are considered. Learn more about the Sam's Club Giving Program. Before applying, please note: The application deadline to apply for the 2013 cycle is December 1, 2013. The Local Giving Program awards grants of $250 to $2,500 through each of our Walmart stores, Sam's Clubs and Logistics facilities. Organizations must be described as one of the following: An organization holding a current tax-exempt status under Section 501(c)(3), (4), (6) or (19) of the Internal Revenue Code; A recognized government entity: state, county, or city agency, including law enforcement or fire departments, that are requesting funds exclusively for public purposes; A K-12 public or private school, charter school, community/junior college, state/private college or university; or A church or other faith-based organization with a proposed project that benefits the community at large. Applications must be completed in full and submitted online to be considered. Submitting an online application does not guarantee funding. The facility manager and the grant administrator reserve the right to adjust the amount awarded to each organization without prior notice. Local Giving Guidelines Overview The minimum amount to apply for is $250; grants awarded are generally less than $2,500. Organizations must submit an online application to be considered for funding. The deadline to apply for 2013 funding is December 1, 2013. Eligibility Checklist Funds must benefit the facility’s service area: potential grantees should be nonprofit organizations with programs that benefit communities within the service area of the Walmart store, Sam’s Club or Logistics facility from which they are requesting funds. Walmart and the Walmart Foundation have identified four core areas of giving. To ensure that your application has the best chance of being funded, the proposed use of the grant should fit within these areas of giving: Hunger Relief & Healthy Eating, Sustainability, Women's Economic Empowerment or Career Opportunity. Specifically, our stores, clubs and logistics facilities should focus on local organizations with programs working in Hunger Relief & Healthy Eating, as well as other programs that align with the Foundation’s areas of giving. However, programs 65 that do not align with these areas may be given consideration. If you are applying for funding through a Sam’s Club location, additional focus areas are considered. Learn more about the Sam’s Club Giving Program. Organizations must be described as one of the following: o An organization holding a current tax-exempt status under Section 501(c)(3), (4), (6) or (19) of the Internal Revenue Code; o A recognized government entity: state, county, or city agency, including law enforcement or fire departments, that are requesting funds exclusively for public purposes; o A K-12 public or private school, charter school, community/junior college, state/private college or university; or o A church or other faith-based organization with a proposed project that benefits the community at large. Selection Process Facility management will review and make initial funding decisions on all submitted requests. Applications are typically reviewed within 90 days of the submission date, and organizations are notified of decisions via e-mail. All funding decisions are final. If an organization is approved, grant checks will be sent directly to the recipient organization. In the event of being awarded a grant, organizations should contact their local facility from which funds were awarded to schedule a formal recognition event. Funding Exclusions Advertising, film or video projects Association/chamber memberships Athletic sponsorships (teams/events) Capital campaigns and endowments (defined as any plans to raise funds for a significant purchase or expense, such as new construction, major renovations or to help fund normal budgetary items) Contests or pageants Individuals (requests made solely for the benefit of one person or family) Nationally-sponsored organizations: American Cancer Society, American Diabetes Association, American Heart Association, Children's Miracle Network and United Way Organizations or programs that do not benefit the communities within the facility’s service area Organizations that deny service to a potential client or beneficiary on the basis of race, religion, color, sex, sexual orientation, age, national origin, ancestry, citizenship, veteran or disability status Organizations whose services do not benefit the community at large Political causes, candidates, organizations or campaigns Projects that send products or people for relief efforts to a foreign country Registration fees Research Salaries, stipends, tips and rewards Construction costs Scholarships (tuition, room and board or any other expense related to college, university, or vocational school attendance) Sponsorship of fundraising events (walks, races, tournaments, etc.) Third-party giving Tickets for contests, raffles or any other activities with prizes Organizations who apply to a large number of facilities outside of the primary area _____________________________________________________________________________________ Wells Fargo Foundation 8405 North Fresno, Suite 302, MAC A0827-032 Fresno, CA 93720 About: Wells Fargo is proud to support organizations that work to strengthen our communities. We look for projects that keep our communities strong, diverse, and vibrant. In addition to programs offering financial support, Wells Fargo has built an internal culture of giving back to our communities through the promotion of volunteerism among our team members. Through the volunteer efforts of our enthusiastic team members and our contributions, we share our success with the communities in which we live and work. 66 Program Areas: While we make grants in three primary areas: Community Development, Education, and Human Services, we are also supportive of those nonprofit organizations for which Wells Fargo team members have made a commitment to volunteer via direct service or through committee or Board membership. In California, Wells Fargo makes grants in three primary areas: Community Development: We support the improvement of low- and moderate-income communities through programs that: Create and sustain affordable housing Promote economic development by financing small businesses or farms Provide job training and workforce development Revitalize and stabilize communities Education: We support organizations that: Promote academic achievement for low- and moderate-income students with a priority emphasis on K-12 Provide training for teachers and administrators working with low- and moderate-income students Human Services: We consider requests from social and human service organizations that work primarily in low- and moderate-income communities to: Provide basic needs assistance Ensure access to health education programs and quality health care Offer child care services Wells Fargo also considers requests from organizations that help enhance a community's quality of life through art, cultural, or civic projects Key Staff Sandy Cha, Community Affairs Manager - [email protected] or (559) 437-7660. Sandy Cha currently manages grants and contributions to the community for Wells Fargo’s northern and central California region. Her parents were immigrants to the United States from Laos, and she was born and raised in Fresno and is an alumnus of Hoover High School. Cha did her undergraduate and graduate studies at California State University, Fresno’s Craig School of Business where she received a bachelor’s in marketing, as well as an M.B.A. degree. She started working at Wells Fargo fresh out of college in 2005 through the Craig School Internship Program run by Debbie Young. When she first started working at the bank she did community development work. She has worked extremely close with non-profit organizations, like United Way, in economic development. She helped United Way get its Spark Point financial literacy hub back at the organization. It was through her efforts as community development officer that Cha encouraged Wells Fargo to make grants to support local small businesses that desperately needed lifelong loans to survive. After the hit that the agriculture industry took last year, Cha pushed for funds to be made available to small farmers so they could continue their operations. Cha lives with her husband, Jonathan, in Fresno. Her hobbies include reading and tennis. Favorite Movie: “Inception.” Favorite Music Artist or Band: Adele. Last Book Read: “How Do I Begin” by The Hmong American Writers’ Circle. Recent Grants $1,245,200 to Scholarship America, Saint Peter, MN, in 2011, payable over 1 year. $932,260 to United Way of Central Iowa, Des Moines, IA, in 2011, payable over 1 year. $500,000 to American Red Cross, in 2011, payable over 1 year. $250,000 to National Community Reinvestment Coalition, Washington, DC, in 2011, payable over 1 year. $150,000 to Palm Springs Art Museum, Palm Springs, CA, in 2011, payable over 1 year. $24,000 to United Way of the Midlands, Omaha, NE, in 2011, payable over 1 year. $15,000 to Eureka Schools Foundation, Granite Bay, CA, in 2011, payable over 1 year. $15,000 to Rebuilding Together of the Carolinas, Charlotte, NC, in 2011, payable over 1 year. $15,000 to YMCA of Metropolitan Fort Worth, Fort Worth, TX, in 2011, payable over 1 year. Central California Region Service Highlights Central Valley Farmworker Outreach Program - Wells Fargo has developed a community outreach program to Central Valley California farmworkers living in camps. Every week, a Wells Fargo team member meets with farmworkers to discuss access to financial services and to provide information on loan products. In 2000, Wells Fargo contacted 450 families through this program. South County Housing/IDA Accounts - In 2001, Wells Fargo in California contributed funds to South County Housing for the development of an IDA Program. Through the IDA Program, South County Housing can 67 match the savings that potential homebuyers contribute towards a downpayment fund, enabling these individuals to more quickly become homeowners. South County Housing provides training to these future homebuyers so that armed with their down payment funds and their homebuyer education they can be successful in their quest for homeownership. Investment Highlights Community Development Block Grant (CDBG) - In 2001, Wells Fargo invested $1 million in 1999 Series CDBG. CDBGs are funds provided by the federal government and allocated by each state as it sees fit. CDBGs funds are to be specifically targeted to areas for affordable housing development, economic development and community services throughout the U.S. Wells Fargo's investment provided benefit to the San Diego and Sacramento metropolitan areas. ENTERFUND - In 2001, Wells Fargo invested $100,000 in the Northern California Reinvestment Consortium (NCRC)'s ENTERFUND micro-loan program. This is the first such program of its kind in the Greater Sacramento area, designed to meet the financing needs for very small business loans ranging in amounts from $250 to $25,000. The program, available to individuals residing in and/or new or existing businesses located in the counties of Yolo, Sacramento, Placer and El Dorado, also provides technical assistance to these businesses. Loan proceeds must be used for working capital, equipment, inventory or capital improvements. The ENTERFUND applicant's business must have gross annual revenues of less than $500,000 and less than 10 full-time employees. ENTERFUND's Individual Development Account component also has the potential to provide individuals with a source of future money for education and/or to start a small business. Prior to making an investment, Wells Fargo took the lead in developing and supporting, through contributions, this unique micro-lending program. Fresno Villa Del Mar Apartments - In 2001, Wells Fargo invested $500,000 to help finance the construction of a 47-unit multifamily housing complex for low- to moderate-income families in the city of Fresno, which is part of our Fresno Assessment Area. Wells Fargo's investment is part of a larger $5 million investment we made into the Columbia Housing Institutional Fund VII (CHF). Wells Fargo is one of only five investors in CHF. The CHF has raised nearly $58 million, which will result in the creation of 1,378 affordable housing units located throughout the United States. Fresno Certified Development Corporation (CDC) - In 2001, Wells Fargo invested $200,000 in the Fresno CDC. The Fresno CDC a financial intermediary that serves Fresno, Madera and Kings Counties. Wells Fargo's $200,000 investment helped fund the Fresno CDC's Revolving Loan Fund (RLF). The RLF targets small business owners in the Greater Fresno Area that may or may not have access to traditional bank financing. The RLF loans are generally available for short-term needs and can be used to finance inventory, accounts receivables and equipment purchase. Merced Community Action Agency - In 2001, Wells Fargo invested $100,000 in the Merced Community Action Agency's micro-loan fund that will focus its lending on minority small business owners and entrepreneurs located in Merced County. Rural Community Assistance Corporation (RCAC) - In 1996, Wells Fargo invested $1 million in the RCAC to primarily fund affordable housing programs in rural areas. Wells Fargo is a major bank investor in the RCAC; a Sacramento-based nonprofit agency dedicated to improving the lives of low- and moderate-income individuals in rural communities in nine Western states. RCAC provides technical assistance, training, loans, grants and operational support to rural agencies including community development corporations. RCAC's services help increase affordable housing, improve management of water and waste, and help local governments comply with federal environmental regulations. The majority of RCAC's funding comes from the United States Department of Agriculture, as well as other governmental agencies, private investments and grants. Sacramento Neighborhood Housing Services (NHS) Family Fund - In 1996, Wells Fargo invested $150,000 in the Sacramento NHS Family Fund. In this innovative model developed by NHS, the fund provided second mortgages for firsttime, low- and moderate-income homebuyers and yields a below-market rate of return. Ordinarily, the first-time homebuyers are restricted to a first mortgage of 80% loan-to-value which often creates gaps in funding for a down payment. Through this nonprofit fund, borrowers may take a second mortgage that enables them to borrow 97% of the appraised value of the property. Valley Small Business Development Corporation - In 1999, Wells Fargo invested $500,000 in the Valley Small Business Community Development Corporation, which provides small business and small farm loans in Fresno County. Wells Fargo's investment enables the CDC to provide small loans in amounts ranging from $5,000 to $25,000 to Hispanic and Hmong small business owners with an emphasis on farming operations in Fresno County. Vintage Woods Apartments - In 2001, Wells Fargo invested $4.9 million to help finance the construction of a 185-unit multifamily housing complex for low- to moderate-income families in the city of Fair Oaks, which is part of our Sacramento Assessment Area. Wells Fargo's investment is part of a larger $28 million investment we made into AMBAC Assurance. 68 Wells Fargo's $28 million investment will result in the creation of 732 affordable housing units located throughout the United States. Geographic Focus Corporate Giving — California Guidelines We appreciate your interest in Wells Fargo's philanthropic goals and objectives. At Wells Fargo, we believe that grantmaking decisions are more effective when made locally. That's why Wells Fargo is actively involved in the communities where we live and work, and why our team members are leaders in helping our communities succeed. Wells Fargo serves California counties organized into the following regions: Region Counties Amador, Calaveras, Fresno, Inyo, Kern, Kings, Los Angeles (Antelope Valley), Madera, Mariposa, Central Merced, Mono, Monterey, San Benito, San Joaquin, San Luis Obispo, Santa Barbara, Stanislaus, Tulare, California Tuolumne Greater Bay Alameda, Contra Costa, Santa Clara (Southern), Santa Cruz Area Los Angeles Los Angeles, Ventura Metro Northern Alpine, Butte, Colusa, Del Norte, El Dorado, Glenn, Lassen, Modoc, Nevada, Placer, Plumas, California Sacramento, Shasta, Sierra, Siskiyou, Sutter, Tehama, Trinity, Yolo, Yuba Orange Orange County Southern Imperial, Riverside, San Bernardino, San Diego California San Francisco Lake, Humboldt, Marin, Mendocino, Napa, San Francisco, San Mateo, Santa Clara (partial), Solano, Bay Sonoma Application Information Eligibility: Wells Fargo makes contributions to organizations with tax-exempt status under Section 501(c)(3) of the U.S. Internal Revenue Code, as well as to qualified tribal and governmental agencies, including public school systems. Please note that Wells Fargo is unable to consider grants for the following: Individuals Political action committees, candidates, causes, and lobbying For-profit entities including start-up businesses Endowments Video or film production Promotional items Political, labor, religious, or fraternal activities Travel, including student trips Proposals to fund the following items are considered but receive lower priority: Equipment, including computer hardware and software Sports or athletic groups or activities Hospitals Vehicles Multi-year programs Capital campaigns How to Apply: If your organization meets Wells Fargo’s eligibility requirements and fits in with our philanthropic goals and objectives, we encourage you to proceed with our online application. The Central California Region accepts applications from January 1 to September 1. However, we recommend that you submit as early in the year as possible. For more information, please contact: Sandy Cha, Community Affairs Manager, Wells Fargo Foundation 8405 North Fresno, Suite 302, MAC A0827-032, Fresno, CA 93720, (559) 437-7660, Email: [email protected]. 69 How long does it take for a proposal to be reviewed? Grant proposals are reviewed throughout the calendar year. You will typically be notified of our decision no later than 120 days after we receive your fully completed application. May I call during the review period to check on our application status? We respectfully request that you wait 90-120 days after submitting your proposal before calling to check on its status. In most cases, you will have heard from us within that period. _____________________________________________________________________________________ The Women’s Foundation of California 340 Pine Street, Suite 302 San Francisco, CA 94104 415-837-1113 www.womensfoundca.org About OUR MISSION: We work toward a just and equitable California, in which all people and communities, in every region of the state, thrive. For over 30 years, the Foundation has been not just a grantmaker, but a relentless advocate for social change. As a publicly supported foundation, we raise every dollar that we use for strategic grantmaking, public policy, and bringing together innovative women leaders.We have built up a dynamic network comprised of dedicated donor activists, leaders and grassroots organizations working throughout the state. With decades of momentum and fourteen legislative wins to date, the Foundation is known as an early funder of human trafficking intervention and prevention, lesbian and transgender rights, environmental health, criminal justice work and campaigns to build women's economic security. With the help of our supporters, we strive to make California a model for the nation -- a place where equity and economic security is realized by all women and families in the state. What We Fund: We fund organizations that are generating bold ideas and solutions to address complex issues that affect the economic security of low-income women and families. The organizations we support have deep partnerships in their communities and work across traditional movements to make systemic change and eradicate the root causes of inequity. Our grants may be statewide, regional or local in scope. The types of grants we provide are: General operating support: These grants fund the regular, ongoing costs that are central to an organization’s mission or that strengthen its infrastructure. Without general support grants, organizations rarely have the flexibility to pursue the strongest, most creative solutions to the issues they address. Planning grants: These grants support organizations in defining the scope, strategy, roles and responsibilities of a new program before implementation. This is critical as many grassroots organizations face challenges due to inadequate time and funding for planning. Project/program implementation: These grants support specific projects or programs that have been well defined and planned, that fit into our strategic vision, and that use systemic change strategies such as policy advocacy, community organizing, leadership development, media and public education and civic participation. Collaborative work: These grants support two or more partner organizations in collaborating toward a shared goal. To be eligible for funding, collaborative members must have a formal agreement defining roles and responsibilities. Key Staff Sanja Alajbegovic, Web Content Manager - [email protected] or Direct 415-321-2049. Sanja Alajbegovic joined the Women's Foundation of California in February 2012. She holds a master's degree in communications, with an emphasis on qualitative theory and analysis. She has 10 years of experience as a digital story teller, web content strategist, online marketer, copywriter and editor. At the San Francisco-based International Museum of Women she contributed to creating two award-winning online exhibitions; at the Dominican University of California she improved the quality, usability and search engine visibility of the university's web and social media content; and as an assistant producer at a video production company, Global Vision, in Rome, Italy, she helped produce a documentary film about Neapolitan women entrepreneurs called Ma la femmina. Alison Sirkus Brody, Program Officer - [email protected] or Direct 415-321-2056. Alison Sirkus Brody joined the Women’s Foundation of California in December 2011, focusing on the Foundation’s donor circles program. Alison brings expertise in grantmaking and evaluation, philanthropic education, program management and fundraising. Before joining the Foundation, Alison was a Program Officer at the Jewish Community Federation of San Francisco. 70 Alison is active in the community through volunteer work: She is a Trustee on the board of Equal Rights Advocates, a member of the San Francisco School capital campaign committee and a member of the Foundations's Economic Development and Justice donor circle. Alison is a master's degree candidate in Non Profit Management at the University of San Francisco. When not working or volunteering, she spends her time hiking, dancing, learning to play tennis and breaking down traditional gender stereotypes for her two little boys. Katie Egan, Program Assistant - [email protected] or Direct 415-321-2054. Katie Egan joined the Women’s Foundation of California in August 2012. Originally from the Pacific Northwest, Katie moved to California to attend the University of California, Berkeley, where she graduated with a Bachelor of Arts degree in sociology. Prior to joining the Foundation, Katie worked as an intern for various non-profit organizations throughout the Bay Area, including the East Bay Sanctuary Covenant and the ACLU of Northern California. As an intern, Katie has worked on a variety of social justice issues and projects, from organizing death penalty abolition campaigns to creating employment workshops for low-income immigrants and refugees. While studying at UC Berkeley, Katie also became heavily involved in gender research, conducting her own research project entitled “The Intersection of Class and Motherhood in Determining Women's Reproductive Attitudes and Decisions.” Katie currently lives with her partner in Oakland, where she enjoys exploring the beautiful hiking trails of the East Bay. In her free time she also enjoys reading, travel, and brushing up on her Spanish-speaking skills. Tiauna George, Grants Manager - [email protected] or Direct 415-321-2050. Tiauna George was appointed grants manager in 2012. Prior to joining the Foundation, Tiauna worked as grants assistant at The James Irvine Foundation, where she was responsible for the day-to-day support for grants administration. Her responsibilities included tracking all incoming proposals, supporting the grant reporting process, maintaining the integrity of the grants database and providing technical support for the grants administration department. Tiauna also worked at Pacific Gas & Electric Company, initially as an administrative assistant in the media relations department and later as an assistant in the external relations and charitable contributions departments, where she helped maintain the company’s charitable grants database. Tiauna currently serves as a steering committee member of the local Bay Area chapter of Emerging Practitioners in Philanthropy. She is also on the board of directors of Friends for Youth. Tiauna holds an MPA from the University of San Francisco and BAs in political science and rhetoric from the University of California, Berkeley. Nicole Decouzon McMorrow, Development and Communications Associate - [email protected] or Direct 415-321-2052. Development and Communications Associate Nicole Decouzon McMorrow joined the Women's Foundation of California in November 2005, where she maintains the Foundation's donor database and performs donor research and analysis. Prior to joining the Foundation, Nicole worked as database and network administrator for the Koret Foundation and has worked in the human resources field for several nonprofit organizations. Hailing from New York City area, Nicole received a bachelor of science degree in cinema and photography from Ithaca College and a master's of science degree from the Milano School for Management and Urban Policy at the New School. She is on the board of the Bike Hut Foundation and has served as secretary of the board of the San Francisco Bike Messenger Association. She bikes to work every day from her home in the Tenderloin of San Francisco. Alba Mercado, Program Associate- [email protected] or Direct 415-321-2047. Alba Mercado is the Program Associate for the Women’s Policy Institute. She joined the Women’s Foundation as Program Assistant in support of grantmaking and operational programs in October of 2010. She also maintained a part-time position with the Adult Probation Department and worked to develop a program that increased civil redress and mandated restitution for victims of domestic violence under the Violence Against Women Act. Prior to joining the Foundation, Alba has worked for various community-based organizations throughout Santa Cruz County and the Central Valley by advocating for juvenile offenders and low-income women of color. Alba's family immigrated from Jalisco, Mexico, and she was raised in the Central Valley of California. Alba currently lives in San Francisco with her partner, she enjoys cooking, dancing, the outdoors, and Chicano history. Judy Patrick, President and CEO - [email protected] or Direct 415-321-2048. Judy Patrick is President and CEO of the Women’s Foundation of California. Prior to her appointment in 2008, Judy held the post of Executive Vice President of Programs for nine years. In that role, Judy led the Foundation’s advocacy and policy change work, including the development of the groundbreaking Women’s Policy Institute. She also worked to develop programs to strengthen grant partners’ organizational capacity and to evaluate the impact of their work. Prior to coming to the Foundation, Judy directed the work of several nonprofits. She was executive director of the San Francisco-based Women’s Philharmonic and director of Girls Count, a Colorado initiative to change systems that impact girls’ educational achievement and career planning. She also led Mi Casa Resource Center for Women, a Denver organization that advances self-sufficiency primarily for low-income Latinas and youth. She has served on the faculty of the University of Colorado at Denver and Regis University, where she taught program development and evaluation. Judy has worked as a researcher and program evaluator in both the public and private sectors. She serves on numerous boards of directors. 71 Missa Perron, Development Assistant - [email protected] or Direct 415-321-2051. Before joining the Foundation in November 2012, Development Assistant Missa Perron has had the chance to study, travel and volunteer all over the world. While studying in Argentina, she enjoyed learning about the youth feminist movement through street murals, graffiti and protests. At a coffee farm in Guatemala, she learned more about the history and significance of matriarchy. She graduated from Loyola University Chicago in 2010 with degrees in international studies, Spanish literature and anthropology. Most recently, her time with Opportunity Fund as a Communications AmeriCorps VISTA afforded her the chance to witness the impressive impact of microfinance on women and families in the Bay Area.She enjoys biking in the slow lane, fumbling to play the harp and trying to hide her Minnesota accent. Roxy Rogalski, Bookkeeper and Operations Coordinator - [email protected] or Direct 415-321-2058 Roxy Rogalski, Bookkeeper and Operations Coordinator, joined the Women’s Foundation of California in September of 2010. She earned her Bachelor’s degree in Psychology with a minor in Ethnic Studies from Mills College and has also completed graduate work in Holistic Health at St. Catherine’s University. Prior to joining the Foundation, Roxy dedicated her professional life to the empowerment and well-being of women while working for the YWCA, Charlotte Maxwell Complementary Cancer Clinic and Circle of Life, where she served as the Executive Assistant to renowned environmental activist Julia Butterfly Hill. A resident of Oakland, Roxy enjoys exploring the culinary and artistic delights of the East Bay, while also devoting her free time to reading, photography and the study of traditional Chinese medicine. Lynn Sagramoso, Development Officer - [email protected] or Direct 415-321-2053. Development Officer Lynn Sagramoso has spent the past decade working for nonprofit healthcare, social justice and environmental causes. She honed her fund development and communications expertise with such crucial organizations as Earthjustice, Children’s Hospital& Research Center Oakland and the Jewish Home of San Francisco. Prior to this, Lynn fought for gender and racial equality in the workplace with a nationally renowned plaintiff’s law firm. A graduate of Washington University, St. Louis, she and her husband live in Oakland where they read, hike, garden and administer to the every whim of their house rabbit, Ozzie. Cathy Schreiber, Vice President of Development & Finance - [email protected] or Direct 415-321-2044. Vice President of Development and Finance Cathy Schreiber has been a member of the Foundation's development and communications team since 2002. Originally from Stockton, California and a graduate of UCLA, Cathy has worked in nonprofit resource development and communications for 16 years, previously at Pets Are Wonderful Support Los Angeles and the Telegraph Hill Neighborhood Center in San Francisco. Cathy serves on the board of directors of Donaldina Cameron House, a multi-service agency in San Francisco's Chinatown. Cathy is an avid blood donor, movie-goer and armchair traveler and lives in San Francisco with her husband. Karen Shain, Criminal Justice Policy Officer - [email protected] or Direct 415-341-9393. Criminal Justice Policy Officer Karen Shain started at the Women’s Foundation of California in February 2013 after working for 18 years at Legal Services for Prisoners with Children (LSPC). She started as office manager, served as co-director for 10 years and, most recently, was policy director directing LSPC’s legislative agenda. In 2012, after three years of concerted effort, Karen was instrumental in winning AB 2350 (Atkins), ending the most egregious forms of shackling of incarcerated pregnant women. Karen started visiting women prisoners in 1976 as a participant in a women’s prisoner project at University of California at Santa Cruz. In 2003 she was a charter fellow of the Women’s Policy Institute of the Women’s Foundation and participated in the Community Advisory Panel for the Foundation in 2004. In 2007 Karen received the Eldership & Sacred Teacher Award from Center for Young Women’s Development. She has been a mentor for the criminal justice section of the Women’s Policy Institute since 2007. She has worked extensively in the women’s and lesbian movements in the San Francisco Bay Area. She currently serves on the board of the Friends Committee on Legislation of California. In 2011 she authored a chapter in The 21st Century Motherhood Movement: Mothers Speak Out on Why We Need to Change the World and How to Do It. Karen and her partner Jody were named plaintiffs in California’s original marriage equality lawsuit. Sande Smith, Director of Communications - [email protected] or Direct 415-321-2045. Sande Smith, Director of Communications, has more than ten years experience in communications and public relations. Prior to WFC, she worked with the Global Fund for Women, where she designed and led an integrated social media and online communications function. She produced the Global Fund’s publications, such as the award-winning Annual Report and newsletters. As a media relations professional, Sande has gained coverage for her organizations and clients in local and national publications such as the Financial Times, Contra Costa Times, Forbes and USA Today. She has worked as a writer with organizations such as Marin Abused Women’s Services, the Nationwide Women’s Program of American Friends Service Committee and the Free Library of Philadelphia. Sande has authored books about Martin Luther King, Jr., and Malcolm X, and co-authored a book profiling women of the 20th century. She holds a Bachelor’s degree in 72 Portuguese and Brazilian studies from Brown University. She serves as president of the San Francisco chapter of the Public Relations Society of America. Agnes Uboma, Executive Assistant to the President & CEO - [email protected] or Direct 415-3212046 Board of Directors Michelle Cale, Philanthropist Key areas of achievement: Former senior staff member, Clayman Institute for Gender Research; Board Member, Reading Partners Silicon Valley Regional Board; Member, Women of Silicon Valley Donor Circle Michelle has lived in California since 2001 and became a US citizen in 2011. She studied history at Oxford University. Her Ph.D. thesis examined the institutional treatment of female juvenile delinquents in Victorian England. Michelle worked for two years at the Royal Commission for Historical Manuscripts in London. She then worked on legal aid and family law policy at the British Ministry of Justice, and was also a speechwriter for the Lord Chancellor, Lord Irvine of Lairg QC, under the Labour government. Michelle was the senior staff member at the Clayman Institute for Gender Research at Stanford University from 2005-09 (under director Professor Londa Schiebinger) where she was responsible for everything from refurbishment of the building to editing research papers to creating publicity materials. Since 2008, Michelle has been devoting most of her time and energy to philanthropy. Being the first in her family to go to university, Michelle has a passionate belief in the power of education to open doors and change lives. Her philanthropic interests are generally around education, criminal justice reform, and the empowerment and security of women and girls. She has been the cochair of the Criminal (In)Justice Action Circle of the Women Donors Network since early 2011. Michelle also serves on the Silicon Valley Regional Board for literacy nonprofit Reading Partners (for which she has also been a volunteer tutor since 2009); volunteers with Breakthrough Silicon Valley; and, since 2009, has thoroughly enjoyed collaborating with others in the Women of Silicon Valley Donor Circle, hosted by the Women’s Foundation of California. Michelle enjoys buying books, eating cake and Scottish Country Dancing. She has a husband, two tween daughters and two dogs. Kathryn Downing, Founder, Galileo Coaching Key areas of achievement: Founder of Executive to Executive; Former Publisher, President and CEO of the Los Angeles Times. As a coach and strategic planning consultant, Kathryn Downing draws on the knowledge and perspectives gained from more than 30 years of leadership experience in the business world, as well as in non-profits and as an individual who has made significant career and personal transitions. As a business executive the focus was on leading the financial turnaround and cultural transformation of professional publishing companies including the Los Angeles Times as its Publisher, President and CEO. Kathryn’s specialty was in leading organizations through profound change and transformation. Loving to create new businesses resulted in her involvement as an entrepreneur in the start-up of two publishing endeavors, the start-up of a consulting business addressing large-scale reform in education and the start up of an educational company in the beauty industry. In 2005 she began a coaching and strategic planning practice that has been very rewarding. Her depth of experiences in business and in life led her to focus on strategic planning and coaching. Her coaching practice is in three areas that she cares about deeply: leaders in non-profit and for-profit organizations, women executives and individuals contemplating or facing significant life transitions. Her current board service is on the Board of The Women’s Foundation of California, and as a member of the executive committee as Past Chair of the Board. Additional service is on the board of MyAgro, a non-profit based in Mali focused on eradicating poverty through agriculture. Her educational background is a J.D. from Stanford University School of Law and a B.A. in economics from Lewis & Clark College in Portland Oregon. She is a certified Hudson Institute of Santa Barbara coach. Theresa Fay-Bustillos, Founder & Managing Director, Ideal Philanthropy & Sustainability Key areas of achievement: Board Member at Mexican American Legal Defense Educational Fund; Former Vice President, Worldwide Community & Corporate Citizenship for Levi Strauss and Co. and Executive Director of the Levi Strauss Foundation Theresa Fay-Bustillos is Founder & Managing Director of Ideal Philanthropy & Sustainability, a firm that links strategy, sustainability and human rights to achieve social sustainability goals. She is a recognized philanthropic, sustainability and business executive as well as a civil and human rights lawyer. Theresa is the former Vice President, Worldwide Community & Corporate Citizenship for Levi Strauss and Co. and the Executive Director of the Levi Strauss Foundation. Over her eight years there, she and her team worked in 35 countries in the areas of human rights, financial services, asset-building, HIV/AIDS prevention and environmental sustainability. While at Levi’s, Theresa was also the chief legal officer for the foundation addressing issues of governance, self-dealing, endowment management and the USA Patriot Act. As the Vice President of Community and Corporate Citizenship she also led the company’s efforts to embed sustainability into its business planning processes, human resources and supply chain operations globally. Previously, she served as Vice President for the Mexican American Legal Defense and Educational Fund (MALDEF). For ten years, Theresa directed litigation and public policy in the areas of education, labor and employment, immigrants and democracy. 73 She has written legislation and testified before congress on numerous occasions. She was also an adjunct law school professor, administrative law judge and a trial attorney at several government agencies. Among her current projects, Theresa provides strategic counsel on issues of stakeholder engagement, disclosure and transparency, and human rights for the International Finance Corporation (IFC), member of the World Bank Group. She also co-led the process to develop the Council on Foundation’s new Global Grantmaking Institute. Theresa received her bachelor’s degree from the University of California at Berkeley and her law degree from the University of California at Los Angeles. She serves on several boards and committees including the Council on Foundations’ Global Grantmaking Committee, Women’s Foundation of California, International Funders for Indigenous Peoples, MALDEF and Fair Trade USA. She was selected as one of the Most Influential Women in San Francisco by the San Francisco Business Times and has participated at gatherings of world leaders including the Clinton Global Initiative Retreat at White Oak and Fortune Magazine’s Brainstorm convening. MaryBeth Fitzsimmons, Owner and Principal, Fitzsimmons Consulting Key areas of achievement: Received Levi Strauss Excellence Award; CFO U.S. Levi's Co. An accomplished finance executive, MaryBeth founded an independent consulting practice in April 2009, providing project management, insights, and advice to companies managing complex initiatives. MaryBeth traverses amongst the organizational hierarchies, functions, and experts to integrate the strategic vision into tactical execution and benefit realization. Prior to founding her consulting practice, MaryBeth spent 7 years with Levi Strauss & Co in multiple leadership roles, including divisional CFO of the U.S. Levi Business and founded a Community Involvement Team for Women & Girls, facilitating employee efforts to identify needs, lead fund raising programs, and provide volunteer services to nonprofit organizations. MaryBeth currently serves on the Boards of the Women’s Foundation of California and Financial Executives International, San Francisco Bay Area chapter. MaryBeth graduated cum laude from the University of Washington, with a BS in Accounting, and is a CPA. Kimberly Freeman, Director of Community Relations, Southern California Gas Company Key areas of achievement: Graduate of Leadership California, Leadership Southern California, LEAD San Diego, and the African American Leadership Institute at the UCLA Anderson School of Management; American Marshall Memorial Fellow Kimberly Freeman is Director of Community Relations for Southern California Gas Company. In this position, she is responsible for directing charitable giving, implementing community outreach and developing and maintaining high quality relationships with hundreds of nonprofit organizations throughout Southern California. Since she began her career with Southern California Gas Company as a college intern over 20 years ago, Kimberly has held a variety of positions of increasing responsibility in engineering, environment and safety, sales and marketing, regulatory relations and community relations. In addition to her professional work in the community, Kimberly is passionate about public service. She serves as a gubernatorial appointee on the board of the California African American Museum, a mayoral appointee on the Housing Authority of the City of Los Angeles board of directors, a trustee of the Leaders’ Quest Foundation USA and a member of the Women’s Foundation of California board of directors. She is also immediate past chair of the Southern California Leadership Network board of directors and a founding board member and an ardent supporter of the Los Angeles African American Women’s Public Policy Institute. Kimberly balances her long work hours and volunteer service in the community with a considerable amount of international travel. In 2011, she visited Brazil with Leaders’ Quest, a social enterprise whose purpose is to be a catalyst for positive change by engaging, inspiring and connecting leaders from all sectors of society and from all continents who want to make a difference in their organizations, communities and the wider world. She has also traveled to China and India with this organization. As a member of Delta Sigma Theta Sorority, Inc., she has traveled extensively throughout southern Africa with various delegations and has met with local organizations that provide education and support services to children and families affected by AIDS and empower women and girls. Kimberly is also an American Marshall Memorial Fellow, an extraordinary gift that for the past nine years has afforded her an opportunity to travel frequently to Europe as part of a broad transatlantic network of emerging and established leaders who explore European societies, institutions, politics and cultures. Kimberly is a graduate of several community-based and university-led leadership programs including the FBI Citizen’s Academy, Leadership California, Leadership Southern California, LEAD San Diego and the African American Leadership Institute at the UCLA Anderson School of Management. For nearly 2 years, she taught an undergraduate course in government and business as a parttime faculty member in the School of Policy Planning and Development at USC. When she is not working, volunteering, traveling or studying, Kimberly can be found spending precious quality time with close friends and treasured family members, including her absolutely amazing nieces and nephews, who remind her everyday about what life really is all about! Mary Anita Jackmon, Manager of Business Solutions Operations, Southern California Edison Key areas of achievement: Awarded the National Latina Alliance’s first President Award; Received the 2009 Alberto and Lorenza Muniz Distinguished Community Leadership Award Mary Anita Jackmon (formerly known as Maryann Reyes) has 30 years of political, public affairs, and leadership development experience. Mrs. Jackmon has been working for Southern California Edison (SCE), the second largest 74 investor-owned utility, based in Southern California, for sixteen years. Currently, she is manager of Business Solutions for SCE’s Business Customer Division. Previously, she managed SCE’s Economic Development Services, directed SCE's Local Public Affairs’ Metro Region, and served as SCE's chief lobbyist in the city and county of Los Angeles. In these roles, she has spearheaded several highly visible initiatives. Prior to joining SCE, Mrs. Jackmon served as Southern California District Director to U.S. Senator Dianne Feinstein. And prior to that, she served as Assistant Director of Project EXCEL (Excellence in Community Educational Leadership) for the National Council of La Raza, a Latino think-tank based in Washington, D.C. Ms. Jackmon has a strong record on community service. Currently, Ms. Jackmon co-chairs the Board of Directors for Korean Health Information Education and Research (KHEIR) Center and is an active board member of the Muniz Foundation. Formerly, she served as board member for Community Partners, Elizabeth Cancer Detection Center, Future Ports, Los Angeles Music and Art School (LA MusArt), California Forensic Science Institute, and Los Angeles Economic Development Corporation (LAEDC), the Appointed Charter Commission for the City of Los Angeles, FoothillPasadena YWCA, National Women Political Caucus - Los Angeles Chapter, the California Latino Civil Rights Network, Comision Femenil de Los Angeles, Friends of the Los Angeles City Commission on the Status of Women, Glendale Memorial Health Foundation, National Latina Alliance, John Anson Ford Theatre Foundation, Central City Association, and others. Mrs. Jackmon continues to serve as an advisor to several of these organizations. Ms. Jackmon earned her bachelors of art degree in economics at University of California Santa Cruz, and completed graduate work in public policy and education. Mrs. Jackmon has received several awards and recognitions including the National Latina Alliance’s first President Award, the Latina Executive Award by the National Latina Women’s Business Association, Long Beach Regional Hispanic Chamber of Commerce Corporate Award, ELLAS Dulcenea Leadership Award, 2009 Alberto and Lorenza Muniz Distinguished Community Leadership Award, and the LA County Commission for Women. As part of SCE diversity recruitment efforts, and as former president of LEAD, SCE's employee resource group, Mrs. Jackmon was featured in Latina Style and Fortune Magazines. Joan Lesser, Partner, Irell & Manella LLP Key areas of achievement: President, UCLA's Design for Sharing Joan Lesser is partner emeritus in the transactional group at the law firm of Irell & Manella LLP, after having been a partner at the firm for over 30 years. She has represented clients ranging from individuals and early stage companies to established public and private companies in a variety of transactions, including public and private financings, real estate transactions, corporate mergers and acquisitions, entertainment-related transactions, debt and equity restructurings, corporate governance, executive employment agreements and general business issues. Joan has served on boards of directors of private companies and has advised boards of directors of both public and private companies. Joan is on the Board of UCLA’s Design for Sharing, having previously served as President of the organization. Design for Sharing produces special daytime performing arts programs on the UCLA campus for public school students, provides in-school performing arts education and distributes tickets to evening performances at UCLA for distribution to nonprofit and social service organizations throughout Los Angeles. Joan has been a member of the Foundation's Los Angeles Donor's Circle and has served on its grants committee. Joan previously served on a number of nonprofit Boards, including In2Books.org, which developed a literacy and teacher training program that was developed for schools that qualify for assistance under the federal Title I school lunch program; Windward School, a private secondary school in West Los Angeles; and the Organization of Women Executives, an organization designed to provide prominent speakers and activities for senior women executives. Joan received her BA from Brandeis University and her JD from the University of Southern California School of Law. Tam M. Ma, Secretary, Senior Legislative Assistant, Office of Senator Mark Leno Key areas of achievement: Recipient of the Berkeley Law Foundation's Phoenix Fellowship and the American Association of University Women's Selected Professions Fellowship; Selected as Legislative Staffer of the Year from the California Partnership to End Domestic Violence and the California Coalition Against Sexual Assault Tam is an attorney with over a decade of experience shaping California public policy. As a senior advisor to Senator Mark Leno, Tam combines substantive legal knowledge with political understanding to advance the Senator's legislative agenda on health, human services, and consumer protection issues. Prior to joining Senator Leno's staff, Tam was a staff attorney at Legal Services of Northern California's Sargent Shriver Civil Counsel Act Project, where she represented lowincome tenants in eviction defense litigation. The Shriver project is the nation's first publicly-funded Civil Gideon program. Tam began her career as a California Senate Fellow and then Policy Consultant to Senator Sheila Kuehl, where she advised the Senator on issues relating to housing and tenants' rights, consumer protection, women's issues, social services, immigrants' rights and the state judiciary. Tam received the Legislative Staffer of the Year awards from the California Partnership to End Domestic Violence and the California Coalition Against Sexual Assault for her work to strengthen protections for survivors of these crimes. In addition to her professional work, Tam serves in leadership roles with several non-profit organizations. She is Board Secretary of the Women's Foundation of California and has served as a trainer and mentor for the foundation's award-winning Women's Policy Institute since its inception in 2003. She also serves on the board of the Asian Bar Association of Sacramento and is Past President of My Sister's House, a domestic violence shelter serving women throughout the Central Valley. Tam ran a literacy program at a juvenile detention camp 75 when she served as an AmeriCorps volunteer. Tam received her B.A. and J.D. from the University of California, Berkeley, where she was a recipient of the Berkeley Law Foundation’s Phoenix Fellowship and the American Association of University Women’s Selected Professions Fellowship. Alexandria Marcus, Holistic Wellness and Eating Psychology Coach, HEARTfood Key areas of achievement: CHEK level 2 Certified Holistic Nutrition and Lifestyle Coach; Served as key strategist to defeat two anti-choice ballot initiatives (Proposition 73 and 85) in 2005 and 2006 Alexandria Marcus is an emerging expert in the field of Eating Psychology and Mind-Body Nutrition. She’s the founder of HEARTfood, a holistic wellness business that includes a private practice coaching individuals and leading group programs and on-going classes throughout the San Francisco Bay Area. Her lifelong passion for health, wellness and her own healing journey culminated with supporting individuals with disordered eating and weight issues discover peace, freedom and joy around food, their body and ultimately their life. She helps clients reconnect with their innate body wisdom and live conscious, balanced, heart-centered lives. She’s a Certified Dynamic Eating Psychology Coach and Certified CHEK Level 2 Holistic Nutrition and Lifestyle Coach. Previously, she served as a strategic consultant for the National Hellenic Society, a non-profit organization that celebrates Hellenic heritage by sponsoring and organizing programs and activities that promote and preserve Hellenic culture. She has spearheaded one of their primary projects of creating a social network for young Greek Americans to connect with their heritage through social, educational, cultural, and other touch points. Prior to that, she served as the Associate Vice President of Public Affairs for Planned Parenthood Mar Monte, the largest affiliate in the country, improving the lives of over 300,000 people annually in 40 counties in mid-California and in Northern Nevada through medical services, education programs, and advocacy initiatives. Marcus oversaw the strategy for the affiliates’ public policy lobbying efforts, grassroots advocacy, and media relations. She also served as the Director of Planned Parenthood Advocates Mar Monte and two Planned Parenthood Political Action Committees (PAC’s). The Advocates, the political advocacy arm of Planned Parenthood Mar Monte, and the PAC’s protect women’s health and privacy through public policy and elections. In 2005 and 2006, she focused her energy on defeating two anti-choice ballot initiatives that threatened teen safety (Proposition 73 and Proposition 85). On both campaigns, she served as a key strategist for messaging, media, field, and fundraising setting numerous records at Planned Parenthood. Prior to her work at Planned Parenthood, she worked on numerous political campaigns and in state government developing electoral, communication and legislative strategies. Marcus served as the Western States Political Director for two Democratic Presidential candidates; on two statewide governor’s campaigns; and in the California Governor’s office for four years. She received her BA in History from Wesleyan University in Middletown, Connecticut where she was a varsity letter winner in both volleyball and softball. She’s an accomplished harpist having performed professionally starting at age thirteen. Her various jobs have taken her to almost all 58 counties in California and she currently resides in San Francisco. Lisё Funkhouser Paul, Private Banker at Chase Investment Services Corp Key areas of achievement: Former Co-Chair of the LA Donor's Circle/ Women's Foundation of California Lisë Funkhouser Paul is a Private Banker at Chase Investment Services Corp in Santa Monica, California, where she provides excellent customer experiences while helping clients with all their checking, savings, loan, business banking and investment needs. Prior to Chase, Lisë was the Director of Student Development for the Academy of Business Leadership (ABL) where she taught entrepreneurial teenagers how to fundraise and recruited them to attend UCLA, USC and LMU where they wrote business plans, learned how to start their own businesses and to become financially literate. From 2008-2009, Lisë was Operations Director for The Climate Registry in Downtown Los Angeles where she oversaw all personnel and employee benefits, budgeting, financial forecasting, auditing, project management, legal contracts, IT, administrative functions and, strategic planning with management of this leading greenhouse gas registry in North America. Formerly a Wealth Advisor and Retirement Planning Specialist with Morgan Stanley and VP/Branch Manager with California Federal Bank, Lisë is an expert on helping clients preserve wealth through comprehensive portfolio management, financial, retirement, estate and charitable planning. As VP of Financial Services with Independent Means Inc, she worked with financial institutions, helping them define and implement financial education programs for their highnet worth clients and Wealth Advisors, such as preparing the next generation for the responsibilities of wealth. Lisë has also developed and marketed children’s software at Mattel Media, Time Warner Interactive, Knowledge Adventure and Vivendi, and planned and executed alumnae educational programs, faculty speaker’s bureau and student/alumnae programs at Mount Holyoke College, her alma mater. She is a Board Member of the Women’s Foundation of California, former Co-Chair of the LA Donor’s Circle/Women’s Foundation of California, which raises grant money for economic empowerment programs for at-risk girls and women. She served on the Steering Committee of Girls Collaborative, a network of individuals, nonprofits and public agencies, which promotes healthy life opportunities to young women likely to return to the juvenile justice system. She volunteers for various non-profits, Children's Hospital LA, Healthy Child Healthy World, California Friends of the River, Mother Jones Magazine, and is a member of Bioneers, Women in Technology, ProVisors, Beverly Hills Estate Planning Council, Nat’l Women’s Political Caucus, NAWBO and is a Class Agent, Mount Holyoke College. 76 Henry A.J. Ramos, Founder and Principal, Mauer Kunst Consulting Key areas of achievement: Served as Director/Lead Consultant of the Diversity in Philanthropy Project; Recognized visual artist; Robert Bosch Foundation Fellow in Germany, 1990-1992. Since 1995 Ramos has served as founder and principal of Mauer Kunst Consulting, a California- and New York-based private consulting group that specializes in strategic planning, project management, program development, organizational assessment/TA and research services targeted to businesses, foundations and nonprofit institutions. Since 2001, he has served as executive editor of the University of Houston-based Arte Público Press (APP). Most recently, he served as director/lead consultant of the Diversity in Philanthropy Project, a three year initiative of leading U.S. private foundation CEOs and trustees designed to increase philanthropic sector effectiveness through expanded diversity in foundation governance, staffing, programming and contracting. Presently, Ramos serves as an appointed member of the California Community Colleges board of governors. He is also a member of the board of directors of the Harvard Journal of Hispanic Policy, which he founded in 1985 while studying at Harvard University’s John F. Kennedy School of Government. He is a graduate of the University of California at Berkeley where he completed an A.B. in Political Economy (1980). He is also a graduate of the John F. Kennedy School of Government at Harvard University, where he completed an M.P.A. with an emphasis on business-government relations (1985), and Boalt Hall School of Law at the University of California at Berkeley (1990), where he earned a J.D. Gretchen Sandler, Vice Chair, Philanthropist Key areas of achievement: Chair of the Economic Development and Justice Donor Circle of the Women's Foundation of California. Gretchen Sandler is committed to bettering the lives of immigrants and women and girls in the Bay Area and the nation as a whole. Her passion for this work began when she was teaching elementary school and mentoring new teachers in the San Francisco Unified School District. She saw first hand the struggles immigrant families faced. Now, as a philanthropist, she supports local grassroots organizations fighting for economic and social justice. Currently, Gretchen is the chair of the Economic Development and Justice Donor Circle of the Women's Foundation of California. She’s been a member of the Circle for five years. Gretchen has a Master's Degree in Education from Stanford University, a Multiple Subjects Teaching Credential from San Francisco State University and a Bachelor's Degree in French and Humanities from the University of Colorado at Boulder. She is the mother of two children. Ellen Y. Sloan, Social Capital Advisor Key areas of achievement: Partner, Los Angeles Social Venture Partners; Co-founder at ChocolatEpicure.com Ellen consults with non-profits and philanthropists to promote social innovation. She assists nonprofits to develop sustainable revenue models from assets such as real estate, intellectual property, expertise and community connections that are congruent with the social mission of the organization. Ellen also works with philanthropists who want to leverage their financial capital by “investing” in socially innovative organizations. Prior to consulting, Ellen was a Senior Philanthropic Advisor in the Philanthropic Management group within Bank of America. As such, she worked with individuals and their private foundations to help clients build and sustain their philanthropic mission and increase their social return. Specifically, Ellen developed strategic plans, designed mission statements, created grant strategies, and examined succession planning and next generation issues. She is currently a partner with Los Angeles Social Venture Partners and on the advisory board of REDF. Ellen graduated from Occidental College with an AB degree in biochemistry. She earned an MBA degree from University of Southern California. She is a CPA with the Personal Financial Specialist designation and Certified Financial Planner. Beatriz Olvera Stotzer, CEO of NEWCapital, LLC Key areas of achievement: Served on President Bill Clinton's Council on Sustainable Development; Graduate of CORO Public Affairs Leadership Program; Named one of six national James A. Johnson Community Fellows by Fannie Mae Beatriz Olvera Stotzer is CEO of NEWCapital, LLC, a real estate development firm in Los Angeles. Finding creative economic solutions that work for poor families and poverty’s worst victims—women and children—is her passion. She is one of the founders and current Board President of New Economics for Women (NEW), a Los Angeles nonprofit agency engaged in housing and economic development. She leveraged an initial $97,000 United Way grant into its existing success of more than $170 million in investments for the Los Angeles area. Ms. Stotzer currently serves as Vice Chair on the board of the Women’s Policy Inc. and serves on the board of Goodwill of Southern California, Insight Center for Community Economic Development, National Council of La Raza (NCLR), National Association for Latino Community Asset Builders (NALCAB) and Women’s Foundation of California. Ms. Stotzer is a founding board member of Inner City Arts, California Women’s Law Center and Hispanas Organized for Political Equality (HOPE). She holds a master’s degree and is a graduate of the Harvard University Senior Executive Program. Carol Tisson, Management Consultant and Coach Key areas of achievement: Twice awarded the Intel Achievement Award for excellence in executive development Carol Tisson is a management consultant and coach with over 25 years of experience in organization effectiveness, leadership development and systemic change with clients spanning high tech, financial services, healthcare and non-profit 77 sectors. Early in her career, Carol taught at the high school, community college and university levels, managed career counseling and employment training programs for both adults and at-risk youth and started a community-based youth job bank that won national recognition. She then enjoyed a 20-year career with Intel Corporation, during which she held a variety of training, leadership development and organizational consulting roles and was twice awarded the Intel Achievement Award for excellence in executive development. Carol left Intel in 2003 to devote time to her broader interest in communities and social change, and concurrently began her consulting and coaching practice. She serves on the Board of Directors and Executive Committee of the statewide Women’s Foundation of California, was the founding Chair for the Women of Silicon Valley Donor Circle and has been an activist and investor in The Global Hunger Project’s womens’ leadership initiatives for nearly two decades. Carol holds an MA in Whole Systems Design and Organizational Renewal, graduate certificates in Managing Training and Development and Integral Coaching, and a BA in psychology with a minor in Women’s Studies. She and her husband Mike Ginn live in Carmel, California. Nicole Vazquez, Chair, Human Services Consultant, California State Assembly Budget Committee Key areas of achievement: John Gardner Public Service Fellow with the Los Angeles Unified School District's Board of Education and Office of Government Relations Nicole Vazquez is the Human Services Consultant for the California State Assembly Budget Committee. She manages budget issues for multiple departments including the Department of Social Services, Aging, Alcohol and Drug Programs, Child Support Services, and Community Services and Development. Nicole previously served as a principal consultant with the Senate Health Committee, where she analyzed legislation in the areas of aging and long-term care, reproductive and maternal health, chronic diseases, environmental exposure, and stem cell research. Nicole has also worked as the legislative director for the California Primary Care Association and as a legislative aide. A native of the Pico-Union area of downtown Los Angeles, she is a graduate of Stanford University, where she studied English literature and political science. Nicole also serves on the boards for the Chicano Latino Youth Leadership Project and the Stanford Alumni-inGovernment Club. Brenda Wright, Senior Vice President, Manager of Community Relations West, Wells Fargo Key areas of achievement: Woman of the Year Award: Given by Calif. Senator Carole Migden; 100 Most Influential Women in Business in the Bay Area: San Francisco Business Times recognized Wright for seven year; Distinguished Corporate Service Award: From the National Coalition of 100 Black Women Brenda Wright is Senior Vice President, Manager of Community Relations West at Wells Fargo & Company. In her role, she oversees the development and implementation of community development and philanthropy strategies and programs supporting economic development for housing, workforce development and small business. A native of Missouri, and 26 year veteran with the company, Wright’s previous roles at Wells Fargo include managing 81 portfolio managers in Northern California, with $4.5 billion in deposits and investments, as a Division Manager in Premier Banking. She was also responsible for 30 store managers with deposits ranging from $65 to $300 million as the Market Area Manager in San Francisco. Wright is an active leader and founding member of many community-based organizations and committees throughout the San Francisco Bay Area. She is a Mayoral appointee to the San Francisco Employees Retirement System, serves on the Board of the Women’s Foundation of California, and is an Emeritus Board Member and Advisor for the Museum of the African Diaspora, and California for the Humanities Council. In recognition for her commitment to community service, Wright has received the following awards: Woman of the Year Award: Given by Calif. Senator Carole Migden 100 Most Influential Women in Business in the Bay Area: San Francisco Business Times recognized Wright for seven year Distinguished Corporate Service Award: From the National Coalition of 100 Black Women Pioneer Award: The League of Women Voters recognizer her support for Women’s rights in celebration of Centennial of Women’s Suffrage in California Corporate Excellence Award: The Black Business Association of Los Angeles recognized her commitment, strength and tenure with a financial institution In recognition her support for diversity and community commitment, former Mayor Gavin Newsom declared June 17, 2004 Brenda Wright Day in San Francisco Geri Yang, Community Development Officer, Wells Fargo Key areas of achievement: Program Officer, Fresno Regional Foundation; Traveled to India to work with Navdanya Geri Yang is a Community Development Officer for Wells Fargo. For the past 10 years she has dedicated herself to improving Central Valley communities through advocacy, philanthropy, and development. Prior to joining Wells Fargo as a Community Development Officer, Geri was a Program Officer for the Fresno Regional Foundation where she focused on strengthening and empowering children, families, elders and immigrants. Much of that work included funding organizing and legislative actions to reduce the negative impact of toxins such as pesticides and other air-borne chemicals. 78 One of 13 children from a farming family in the Valley, she has a profound interest in food and sustainable agriculture – in California and worldwide. Most recently she traveled to India to work with Navdanya, a network of seed keepers and organic producers spread across 16 states in India. Geri earned her Bachelors of Arts degree in Women Studies from California State University, Fresno. Application Information Grant Partners: We are a publicly supported grantmaking foundation that invests in women as a key strategy for creating a California where all communities are economically secure. We primarily make grants to small and emerging social justice organizations that are led by women, particularly women of color. Grant Process: At this time, we are not accepting unsolicited grant proposals. If you have questions, please contact Tiauna George, grants manager, [email protected]. CENTRAL VALLEY BANKS As a corporate social responsibility commitment, banks are dedicated to giving back to non-profits that address community needs and issues within their communities. American AG Credit California First National Bank Fremont Bank Balboa Thrift & Loan Central Valley Community Bank Premier Valley Bank Bank of America Chase Merchents National Bank Bank of the Sierra Citibank Tri Counties Bank Bank of the West Comerica Union Bank of California Bridge Bank of Silicon Valley Community Bank of San Joaquin Wells Fargo Bank California Bank and Trust Fireside Thrift Company West America Bank Cathay Bank First Northern Bank ADDITIONAL ORGANIZATIONS THAT PROVIDE SPONSORSHIP AND/OR CHARITABLE GIVING: Downey Brand LLP – www.downeybrand.com Downey Brand donates to a variety of nonprofit organizations in the communities we serve. Our primary criteria for supporting a nonprofit is that a Downey Brand attorney serve in a leadership capacity with the nonprofit. This allows us to support those organizations where our attorneys are volunteering, and helps us to continue our longstanding tradition of believing that helping others is a result of both financial assistance and personal involvement. To send information to Downey Brand about volunteer leadership roles within your nonprofit, please mail it to Downey Brand, Community Relations, 621 Capitol Mall, 18th Floor, Sacramento, CA, 95814. E&J Gallo Winery – www.gallo.com At E. & J. Gallo Winery, we understand that family and community go hand-inhand, which is why we are committed to making a difference in the communities where we live, work and play. We proudly support a variety of nonprofits, charitable foundations, community events, mentoring and scholarship programs, and the arts. Our approach is simple: we look for innovative programs that solve problems and improve people’s lives. Our impact is even greater thanks to our generous employees who, year in and year out, give the gift of their time and energy to a variety of organizations meaningful to them. El Concilo – www.elconcilio.org Entravision Communications Corporation – www.entravision.com Foster Farms – www.fosterfarms.com Gianelli & Associates – www.gianelli-law.com Great Valley Center – www.greatvalley.org Gunderson Dettmer – www.gunder.com Since our Firm's inception in 1995, we have continually looked for new and creative ways to be good "Corporate Citizens." Our broad range of financial contributions have included more traditional organizations such as the American Heart Association, the American Cancer Society and Second Harvest Food Bank to lesser known organizations like the Children's Health Council, Peninsula Youth Theater, Junior Achievement of Silicon Valley and Today's Youth Matters. Although we have made a broad range of contributions, we maintain a special emphasis on youth-related programs that encourage and educate our future leaders. One organization we have strongly supported is Businesses United in Investing, Lending and Development ("BUILD"). BUILD encourages youth from low income communities by providing them an education in entrepreneurship. As part 79 of this program we have hosted and participated in BUILD's annual business plan competition, provided mentors and other resources beyond simple financial contribution. This past year we saw the first tangible measure of BUILD's success; one of our former student interns involved with BUILD was recently admitted to Harvard! For more information on BUILD, please visit their website at www.build.org. One fun tradition we have is the annual Holiday Card competition. Every year we receive between six and twelve Holiday Cards from Beechwood School located in east Menlo Park (www.beechwoodschool.org). The cards capture the colorful creativity that only comes from the mind of a young child. We routinely pick three or four cards that we print in mass and send along to our friends and clients during the Holiday Season. We provide the contest winners gift certificates and accolades while the school receives a much needed contribution. This competition is truly a unique and special tradition here at the Firm. Holt of California – www.holtca.com J.S. West Milling Co. – www.jswest.com Metro PCS – www.metropcs.com Monte Vista Small Animal Hospital – www.montevistavet.com Pacific Rim East Prime Shine Express Car Wash – www.primeshine.com Prime Shine is strongly committed to supporting our community as well as establishing relationships with several organizations throughout the Valley. For many years, Prime Shine has helped support some of the area’s best non-profit organizations and academic institutions. Prime Shine would like to help your organization raise funds. If your organization is having an event and would like a Prime Shine to consider a donation of car washes for your raffle or auction, please contact [email protected]. To ensure only qualified events and organizations receive donations, you will need to provide the following to be considered: A taxpayer identification number. A description of the event on the organizer’s letterhead, or an event flyer showing the date, time, and location of the event. A description of how the donation will be used (e.g., door prize, raffle item, silent auction item, etc.). Ross Carroll, Inc. – www.rossfcarrollinc.com There’s more to RFC, Inc. than being an industry leader. We believe in giving back to our communities in as many ways possible, from both a corporate and employee standpoint. Earning a living and enhancing quality of life for RFC staff is improved by doing business in our communities. Working with and supporting the community and non-profit organizations’ leadership is our way of giving back and remaining actively engaged in the communities in which we live and do business. Just a few examples of our recent efforts: Stanislaus Workforce Alliance United Way Memorial Hospital’s Foundation CSU Stanislaus Foundation Stanislaus County Education Foundation Modesto Chamber of Commerce Gallo Center for the Arts Oakdale Chamber of Commerce Modesto Downtown Rotary CommonWealth Modesto Turlock Chamber of Commerce Oak Valley Hospital Foundation Expect More Stanislaus Children’s Guardian Fund Center for Human Services San Joaquin County Hispanic Chamber of Commerce – www.sjchispanicchamber.com University of the Pacific – www.pacific.edu 80
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