Community foundation
for Monterey County
2012
3
Community foundation
foraMonterey
n n ua l r County
eport
Community Foundation for Monterey County
2012
a n n ua l r e p o r t
Contents
IMessage to the Community
QUICK FACTS
GIVING
New
2 Circle of Philanthropy | 4-5 Leaving a Legacy | 6 Distinguished Trustee Award | 7 The Joy of Giving
20 Giving Back - 2012 Contributors
GRANTMAKING
4
The CFMC received $15.6 million in new
contributions and opened 18 new funds.
Assets
Total assets grew 15% to a record
$155.8 million.
8-11 2012 Grantee List | 26 Grant & Financial Highlihgts
Portfolio
IMPACT
The total return for the Pooled
Endowment Portfolio was 13.9%.
12-13 Community Impact Grants | 14 The Women’s Fund | 15 Girls’ Health in Girls’ Hands
16 Futer Human Services Grants | 17 Neighborhood Grants Program | 18 Center for Nonprofit Excellence
22 Board of Directors | 24 Staff | 27 Financial Summary | 28 Volunteer Committees
Grants
A record $9,149,686 in grants, awards
and scholarships was approved for
distribution to 386 recipients.
Operational Excellence
Mission
Total operating expenses were
1.33% of total assets.
To inspire philanthropy and be a catalyst for strengthening
communities throughout Monterey County
Vision
Healthy, Safe, Vibrant Communities
annual report 2012
Cover: top left, Return of the Natives; top right, Alzheimer’s
Association; bottom, El Sistema USA/Salinas (YOSAL)
MESSAGE to the Community
from the Chair and President/CEO
We are very pleased to present the 2012 Annual Report for the Community
Foundation for Monterey County (CFMC). 2012 was a year of many
accomplishments and new levels of achievement. As you’ll read, we surpassed
significant historical benchmarks ($100 million of cumulative granting), ended
the year with our highest asset total ever ($155 million), granted more than $9
million, received $15 million in gifts, achieved a 13.9% investment return on
our portfolio, rolled out the Community Impact grant program and launched the
Center for Nonprofit Excellence (and much more). And, we did so while adhering
to our core values.
What are those values? We think they’re
best summed up in our mission statement:
“To inspire philanthropy and be a catalyst
for strengthening communities throughout
Monterey County.” In order to strive for
such a high level of accomplishment,
an organization must have a board of
—Dan Baldwin, President/CEO
directors and staff that are committed to
the mission, and work well together. Such is the case at the CFMC. This is best
exemplified through all-important committee work.
“...doing the work well
—creating impact—
will inspire others to
join in.”
2012 saw the formation of new grant committees, chaired by board members
who worked closely with our program officers to implement the Community
Impact grants program. These committees met several times and deliberated
on scores of applications. The grants and program committee then became
the oversight group that looks at all our grant programs and policies. The
investment committee, working with staff and our investment consultant,
revised the Investment Policy Statement. The finance committee, while
overseeing the CFMC’s operating budget, worked with the director of finance
to establish a cash reserve policy. The resource development committee guided
the introduction of charitable gift annuities into our philanthropic portfolio. The
nominating committee transitioned into the governance committee, not only
1
2012 Board Chair, Craig L. Johnson and President/CEO, Dan Baldwin
leading the critical work of nominating, but also reviewing by-laws and other
governance related subjects. This is only a partial list that describes the
remarkably dynamic work that is occurring at your community foundation.
We believe impact attracts resources. Whether the impact is demonstrated
through stewardship of invested assets, adhering to donor intent,
committees that help guide effective grantmaking, training the next
generation of nonprofit leaders through the Center For Nonprofit Excellence
or working with a donor advisor to make solid grants within their area of
interest, doing the work well – creating impact – will inspire others to join in.
Craig L. Johnson
Board Chair 2012
Daniel R. Baldwin
President/CEO
Community Foundation for Monterey County
Circle of Philanthropy
It all begins with giving. As a direct result of the generosity of
individuals and families who create charitable funds in their lifetimes and through
their estates, the CFMC celebrated a $100 million cumulative grantmaking
milestone in 2012. Hundreds of local agencies were supported over the years and
thousands of individuals have benefited from valuable programs and services.
Philanthropy fuels the annual grantmaking – over $9 million last year alone
– and augments resources for local nonprofits doing important work in the
arts, environment, youth, health, human services, and more. The CFMC also
strengthens these organizations through the offerings of the Center for Nonprofit
Excellence (CNE).
2
Grants to these agencies create change in the lives of our neighbors. From a
young girl receiving her first toothbrush, a student participating in a musical
performance or residents learning to care for our environment, to a person healing
through counseling, or a homebound senior receiving meals or a ride to the
doctor, these grants make an impact. It’s our hope that by sharing some of these
stories, you and others will be inspired to partner with us.
1945
established
annualFoundation
report 2012
to preserve historic buildings
1969
1st grant – $600 to Beacon
House in Pacific Grove
1970
Focus turned to preserving
open space
1981
Granted $18,000
PacRep Theatre’s production of Peter Pan
(2007) Photo by Chris deFaria
Pacific Grove Museum of Natural History
Garden at California’s First Theatre
Photo by David Laws
Beacon House
Casa Abrego
The CFMC celebrated $100 million in historical grantmaking
1984
Granted $49,000; became
Community Foundation for Monterey County
Giving
Inspiring Philanthropy
Received $15.6 million in gifts
The CFMC supports philanthropy in all its facets.
Established 18 new funds
Gifts of all types and sizes are welcome, from a $10 donation to the
Women’s Fund Endowment or the Monterey County Gives! Campaign,
the creation of a new fund by an individual or family, or the legacy
established through a planned gift.
Raised more than $700,000 towards our goal of building
a $1.5 million endowment for the Women’s Fund,
supporting women and girls in Monterey County.
Partnered with the Monterey County Weekly through
Monterey County Gives! to regrant a record $750,000
to nearly 100 nonprofits.
The Monterey County Weekly Community Fund is a donor advised
fund of the Community Foundation for Monterey County
Licensed by the State of California for Charitable Gift
Annuities to benefit donors in their lifetimes and their
favorite nonprofit after they’re gone
Michael Troutman
Created the Philanthropic Services Officer position to
better serve our fund holders
Held the inaugural Legacy Society luncheon, and now are
honored to have more than 159 members.
The CFMC is your local center for philanthropy, working with
donors and nonprofits to create healthy, safe, vibrant communities.
1991 $1.2 million granted;
Broke $1 million mark
Salinas Valley Community Church
LIteracy Program
Central Coast Center for Independent Living
(l to r) Fund holders Jay and Ann Brown, 2013 CFMC board chair, with board member
Tina Lopez and President/CEO, Dan Baldwin at the annual Celebration of Philanthropy
3
1996
$2.2 million granted;
Neighborhood Grants Program begun
1997 $4.1 million granted;
Management Assistance Program created
2006 $6.5 million granted;
5-Year Foundation
2012for
Record
$9 millionCounty
granted;
Community
Monterey
Literacy Campaign Initiative launched
$100 million grantmaking milestone
(l to r) Bill Doolittle with 2013 CFMC board chair, Ann Brown; board member, Jeri Gattis; Nancy Doolittle and June Dunbar Phillips at inaugural Legacy Society Luncheon
4
Leaving a Legacy
The Legacy Society recognizes those who have
included the Community Foundation in their
estate plan, created an endowed fund or made
the CFMC the beneficiary of life-income gifts.
annual report 2012
A planned gift is a meaningful way for individuals and families to create a
philanthropic legacy for their communities and the causes they care about.
We are honored to be chosen as trusted stewards for the many Legacy
Society members who have partnered with the Community Foundation.
Members of the Legacy Society know
their assets will be directed according to
“It’s only right to give
wishes and understand the need
back if you can. It means their
to ensure philanthropic resources for
you’re leaving something generations to come. Those who have
behind that reflects you.” included the CFMC in their estate plans
are eligible for membership in the Legacy
—Legacy Society Members
Tom and Kathy Macdonald
Society.
2012 Legacy Society Members
Anonymous (5)
Tonya and Rick Antle
Yvonne A. Ascher and
Leonard Laub
Tony Ayres
Daniel Baldwin and
Anne Ylvisaker
Robert P. Balles
John B. Bergin*
Paul P. Bianchi
Nancy Bletzer
Joyce Blevins
James W. Bogart
Thomas Bohnen
Jay and Ann Brown
Julie A. Cason and
Lisa K. Crawley
Joseph and Betty Chaffers
Julie Conrad
Katherine M. Coopman
Margaret D’Arrigo-Martin
Wallace F. and Lucille Davis
Christine and Rick Dawson
Martin Dodd
William and Nancy Doolittle
Julie K. Drezner
Stephen Eimer and
Kevin Ann Cartwright
Frances H. Elgan*
Roberta Elliott
Norma Esselstyn
Lowel I. Figen
Cyrus and Jean Fitton
Crawford E. and
Linda P. Foy, Jr.
Joel S. and Dena Gambord
James L. and Jeri Gattis
Donald and Frances Gaver
Dominic Gregorio
Rodney Guilfoil*
Terry Haber
Lyle Hall
Ruth Hartmann
Peter C. Hatton
Virginia O. Hawes
Dick Hawkinson*
Thomas Hawley
Carol and Don Hilburn
Richard Hobley and
Deborah Steel
Jeffrey M. and
Amanda Holder
Jeanne S. Holmquist
Robert and Millie House
Jack Jewett
Craig and Christine Johnson
Joanne Taylor Johnson
Mark and Susan Johnson
Karen D. Kadushin
Mary Ann Kane
Rick and Martha Kennifer
Alice V. Kinsler
Paul Lawrence and
Marian Buccafurni
Jennifer L. Levey
David S. and Norma Lewis
Esther H. Lindsey
Robert H. Lindsey
Todd Lueders
Valera W. Lyles
Tom and Kathy Macdonald
John and Ann Mahoney
Jan and Tannie Mandel
Roger and Carolann Manley
Michael and Tobi Marcus
Joseph A. and Sheila Mark
Jan McAlister
Sherrie McCullough
Thomas D. Melville
Lenore Meyer*
Malcolm and Joanne Millard
Sidney Morris
Tony and Lary Muller
Alec and Kim Murdock
David M. Nee
Vicki Nelson
Diane R. Nonella
F. Robert Nunes
Alfred P. Oliverio
Charles Olvis &
Miranda Morris
Nicholas M. and
Nicollette Pasculli
John Phillips &
June Dunbar Phillips
Gregory A. and
Winoma Plaskett
Margaret L. Radunich
Rex and Joan Reade
Paul Rochester
Lee and Shirley Rosen
James C. Sanders
John C. Sanders
Kenneth C. Schley
Carol A. Shade
JeriAnn Shapiro
Connie Shelstad
Robert Sheppard
Janet Shing
Laura Sinks
Sidney Sue Slade
Pamela D. Smith
Charles R. Snorf
George Somero and
Amy Anderson
Jean Stallings
Loren Steck and
Annette Yee Steck
Judy Sulsona and
Bill Rawson
Tom Sweeney
Robert and Leslie Taylor
Fredrick W. Terman and
Nan Borreson
Peter and Anne Thorp
Vincent and Evelyn Torras
William H. and
Susanne S. Tyler, III
Patricia Tynan-Chapman
William Umeki
James R. Valentine
Nels P. Wiegand
Ken and Mary Wright
Richard and Nancy Zahm
5
*In Memoriam
Millie and Bob House
First Legacy Society Luncheon held
Petie Helfrich and Joanne Taylor Johnson
Legacy Society pins
Mary and Jim Claypool, CFMC
board member
Community Foundation for Monterey County
Distinguished Trustee Award
David & Laurie Benjamin
“(The CFMC’s) record is
excellent. They set the gold
standard.” ­—David and Laurie Benjamin
CFMC Trustee Award Honorees
The CFMC annually honors
an individual or couple who
demonstrate exceptional
generosity and commitment to
supporting charitable causes in
Monterey County. In 2012 the
award was presented to David
and Laurie Benjamin.
Michael Troutman
6
The Benjamins are generous
benefactors of health, youth,
the arts, the environment and
animal welfare organizations
through their donor advised fund
at the CFMC and gifts to local
nonprofits. Besides serving as
past CFMC board chair in 1997
2012 Distinguished Trustee Award Recipients David and Laurie Benjamin
and 1998, David has served for
many years on the investment
committee, bringing strong stewardship to the role.
“The Benjamins
are helping to build
a better community,”
—Dan Baldwin, President/CEO
annual report 2012
“They contribute their time and talent as active board
members, as well as their financial resources to strengthen
many community nonprofits,” said 2012 CFMC board chair,
Craig Johnson. As award recipients, the Benjamins were able
to designate a total of $10,000 in grants from the CFMC to
the Community Hospital Foundation, Monterey Institute of
International Studies, and the Panetta Institute for Public Policy.
2012 – David and Laurie Benjamin
2011 – Mike and Mary Orradre
2010 – Bob and Sue Antle
2009 – Julie Packard
2008 – Sherrie McCullough
2007 – Maggie Downer
2006 – Clint and Dina Eastwood
2005 – Ed and Terry Haber
2004 – Michael McMahan
Neal McMahan
Marsha McMahan Zelus
2003 – Davis Factor, Jr.
2002 – Joanne Taylor-Johnson
2001 – Hilton and Roberta Bialek
2000 – William and Nancy Doolittle
1999 – Jim and Jeri Gattis
1998 – Patricia Tynan Chapman
1997 – Margaret Owings
1996 – Basil E. Mills
1995 – David Packard
1994 – Harriet R. Thurmond
Sarah T. Hermann
1993 – Francis H. Cislini
1992 – Marshall Steel, Jr.
1991 – Virginia Stanton
Gordon Paul Smith
1990 – Ruth P. Fenton
1989 – John A. McCone
The Joy of Giving
Andrew and Phyllis D’Arrigo
Andrew and Phyllis D’Arrigo are leaders in the Salinas Valley agricultural
community. Andy is not only the famous face of the Andy Boy label,
but the Chairman of the Board of D’Arrigo Bros. Co. of California. Phyllis
has been volunteer extraordinaire. They are also, in their own quiet way,
leaders in philanthropy. “The Joy of a Healthy Life” captures the essence
of their business, says the company website. The joy of giving, describes
the feeling that emanates from the D’Arrigos when they talk about their
philanthropy.
“This valley has been
very good to us. If
you’re in a position to
give back why then
you do it. Leave a
little seed for the next
crop.” —Andy D’Arrigo
Their values were instilled by their
parents. “(It was just) the way we were
raised,” said Andy. “My father, who was
an immigrant, donated to Boys Town
because it benefited young people like
himself. Coming up at the tail end of the
depression, (we) absorbed it naturally.
It just stuck with you.” Phyllis concurs
adding, “When you see someone in
need you just want to help.”
The D’Arrigos have also passed down the spirit of giving to their family. It
was absorbed “at the dining room table. Just talking. Our way of living,”
said Andy. Phyllis, Salinas Volunteer of the Year in 1978, took her girls to
volunteer at the Girl Scouts and the Steinbeck House. The D’Arrigos
received the 2006 Philanthropists of the Year award from Association
of Fundraising Professionals (AFP) and Development Executive’s
Network (DEN) as well as the 2010 Hero Award from Natividad
Medical Foundation. The Agricultural Leadership Council,
founded by their son John D’Arrigo, was the 2013
recipient of the Hero award. Their daughter Margaret
D’Arrigo-Martin is active with the Hartnell College
Foundation, Impower and the CFMC’s Women’s
Fund. “My parents have always inspired us to
give. That’s how we were raised,” said John.
The D’Arrigos believe strongly in supporting education and youth. “We
appreciate the benefits that have been given to us. We like to offer others
the opportunity to help themselves, especially children,” said Phyllis. They
support the Kinship Center and Rancho Cielo, “to give them some hope
and some inspiration.”
One of the most rewarding things to them is seeing the impact of their
generosity. “There was a baby in a special incubator (that they had funded
at Natividad Medical foundation). “She weighed less than 2 lbs. She’s
doing well and will be going home to her parents soon. You can’t help
but feel good,” shared Andy. The D’Arrigos have also received lasting
satisfaction from their philanthropy. Andy spearheaded a $1 million drive
for the YMCA in 1974, and is still gratified by it, said Phyllis.
The D’Arrigos have utilized their donor advised fund at the CFMC to
support many local nonprofits with major grants. “The (CFMC) is very
knowledgeable and has been very helpful. I don’t hesitate to call and ask
advice. The funds we’ve invested have done well. It’s money well spent,”
Andy remarked.
7
About giving back Andy notes, “You have to feel it. You can’t teach it. We’re
not motivated by having our names out there but it hopefully acts as a
catalyst for other people. Knowing you’ve done something for Salinas,
knowing it’s a little better,
that gives us great
satisfaction.“
“It’s only right
to give a
helping hand.”
— Phyllis D’Arrigo
Community Foundation for Monterey County
GRANTMAKING
Record $9 Million Granted
2012 was a banner year for the CFMC’s grantmaking. More than $9 million in grants
were awarded through the many funds established by charitably minded individuals,
families and businesses in Monterey County. The benefits of this funding are far
reaching, touching the lives of residents through programs and services offered by
local nonprofits. The range of organizations supported can be seen in our full grants list. 8
The Community Impact framework was launched in 2012 as the CFMC’s largest grants
program. It is made possible by a pool of more than 35 funds with unrestricted or
broad interests. The CFMC established this new program to focus grantmaking on
achieving measurable results within four major program areas guided by a countywide
vision of “Healthy, Safe, Vibrant Communities.”
Grant committees made up of 29 board and community representatives reviewed
hundreds of proposals and recommended funding for 113 Community Impact projects
totaling $3,305,000.
Environment
6%
Program Areas
Community
Development
14%
Education
21%
Basic Needs
23%
Arts & Culture
15%
Animal Welfare
3%
annual report 2012
Historic Preservation
3%
Health
15%
The CFMC also offers other meaningful grant programs. Girls’ Health
in Girls’ Hands, funded through the Women’s Fund with support from
our foundation partners, is a ground-breaking girls’ leadership initiative
organized in collaboration with six youth-serving organizations. With the
Rudy E. Futer Fund for Human and Humane Needs, the CFMC is investing
$1.5 million over three years to strengthen the region’s major safety net
services. At the same time, the Neighborhood Grants Program continues
to support grassroots community projects where a small grant makes a
huge difference. And, the CFMC’s new Center for Nonprofit Excellence
led the way in helping local nonprofit organizations become more efficient
through coordination of resources and effective management practices.
It has indeed been an extraordinary year for grantmaking – made possible
through the many funds created by donors over the years.
2012 Grantees
Awards
Anthony Nicholas Narigi Memorial
Baseball Awards
Dr. William D. Barr Scholarship Fund
for Excellence in Educational
Leadership
Leslie Eliason Excellence in Teaching
Award
Monterey County Gives!
Ingenuity Award
Monterey County Gives!
Most Donors Award
Monterey County Gives! Most
Donors Under Age 35 Award
Philanthropy Day – Outstanding
Philanthropic Young Adult
Philanthropy Day – Outstanding
Philanthropic Youth
The Nancy Wheelis Dodd Awards
Scholarships
Bill Clapper Memorial Music
Scholarship
The Bissell Scholarship
Carmel High School Class of 1952
Scholarship
Charles Joseph Watts Scholarship
David L. Ferguson Scholarship
Geraldyn R. Griffith Memorial
Scholarship
The Harles R. Sarment Scholarship
Horace H. Wilson Scholarship
James Bliss & Annette Sward
Forestry & Nursing Scholarship
James Rote & Les Strnad
Scholarship, Advised by the
Elkhorn Slough Foundation
Kier Memorial Scholarship
Kristopher Pallastrini Scholarship
Margaret and Seba Bronson
Scholarship
Shelley Watts Scholarship
The Jim Martin Scholarship
Community Impact Grants
ACTION Council
ACTION Council for the Family
Resource Center Network
Ag Against Hunger
Agriculture and Land-Based
Training Association
Alisal Center for the Fine Arts
Alliance on Aging
Alzheimer’s Association
Animal Friends Rescue Project
Ariel Theatrical, Inc.
Arts Council for Monterey County
Big Sur Land Trust
Boys & Girls Clubs of Monterey
County
Carl Cherry Center for the Arts
Carmel Mission Foundation
CASA Monterey County dba
Voices for Children
Catholic Charities
Center for Community Advocacy
Central Coast Center for
Independent Living
Central Coast HIV/AIDS Services
Central Coast Hospice Foundation
Central Coast YMCA
Chartwell School
CHISPA
Christine Marie’s Star Riders
City of Greenfield
City of Monterey
Coalition of Homeless Services
Providers
Coastal Kids Home Care
Coastal Watershed Council
Community Alliance with Family
Farmers
Community Bridges /Puentes
de la Comunidad
Community Emergency Response
Volunteers of the Monterey
Peninsula (CERV)
Community Human Services
Community Partnership for Youth
Cultural Council of Santa Cruz County
Dare to Dream Fund
Department of Parks & Recreation
Door to Hope
Easter Seals Central California
El Pajaro Community Development
Corporation
El Sistema USA / Salinas (YOSAL)
Elkhorn Slough Foundation, Inc.
Family Service Agency of the
Central Coast
First Mayor’s House of Salinas City
First Night Monterey
Food Bank for Monterey County
Foundation for Monterey County
Free Libraries
Franciscan Workers of Junipero Serra
Friends of the Monterey Public Library
Gateway Center
Girl Scouts of California’s Central
Coast
Girls Inc. of the Central Coast
Hartnell College Foundation
Healthy Eating Lifestyle
Principles, Inc.
Housing Resource Center
Independent Transportation Network
of Monterey County
Interim, Inc.
Kinship Center
Leadership Monterey Peninsula
Legal Services for Seniors
Life Is For Everyone, Inc.
Loaves, Fishes & Computers, Inc.
Lyceum of Monterey County
Meals on Wheels of the Monterey
Peninsula
Meals on Wheels of the Salinas
Valley, Inc.
MEarth
Media Center for Art, Education
and Technology Foundation
Monterey Bay Symphony Association
Monterey County Rape Crisis Center
Monterey County Symphony
Association
Monterey Jazz Festival
Monterey Peninsula College
Foundation
National Steinbeck Center
Natividad Medical Foundation
North Monterey County High School
Band Boosters
Old Monterey Foundation
O’Neill Sea Odyssey
Otis Park Neighborhood Association
Pacific Grove Museum of Natural
History
Panetta Institute for Public Policy
Partners for Peace
Planned Parenthood Mar Monte
Prunedale Senior Center, Inc.
Public Recreation Unlimited
Radio Bilingue, Inc. / KHDC
Raising A Reader
Rancho Cielo
Rotacare International
Salinas Area Chamber of Commerce
Foundation
Salinas Public Library
Salinas Rotary Club Charitable Fund
Save Our Shores
Save the Whales
Second Chance Youth Program
Arts Council for Monterey County Mural by
Heidi McGurrin and her Gonzales Students
Seniors Council of Santa Cruz &
San Benito Counties
Shelter Outreach Plus
Sol Treasures
Soledad Community Health Care
District Foundation
SpectorDance
Sun Street Centers
The First Tee of Monterey County
The Heritage Society of Pacific Grove
The Offset Project, Inc.
Turning Point of Central California
United Farm Workers Foundation
United Way Monterey County
University Corporation at Monterey
Bay for Return of the Natives
Ventana Wildlife Society
The Village Project, Inc.
VNA Community Services
Youth Arts Collective (YAC)
YWCA Monterey County
Designated Agency
Distributions
All Saints’ Episcopal Day School
Alliance on Aging
ALS Association
Alzheimer’s Association
American Cancer Society, Inc.
Animal Welfare Information &
Assistance, Inc.
Arts Council for Monterey County
Big Sur Land Trust
Blind and Visually Impaired Center of
Monterey County
Boy Scouts of America — Monterey
Bay Area Council
Boys & Girls Clubs of Monterey
County
CARE U.S.A.
Carmel Bach Festival
Carmel Foundation
Carmel Music Society
Carmel Public Library Foundation
Catholic Charities
Central Coast Hospice Foundation
Central Coast Lighthouse Keepers
Central Coast VNA Foundation
Chamber Music Monterey Bay
Chartwell School
Child Family Health International
Community Hospital Foundation
Community Partnership for Youth
Del Monte Forest Conservancy
Del Monte Forest Foundation
Diocese of Monterey
Diocese of St. Augustine Priests’
Care Fund
Door to Hope
Elkhorn Slough Foundation, Inc.
Food Bank for Monterey County
Forest Hill Manor
Foundation for Monterey County
Free Libraries
Friends of the Salinas Public Library
Hartnell College Foundation
Humane Society of the United States
Kinship Center
Lifewater International
LULAC Council #2055
Lyceum of Monterey County
Madonna del Sasso Church
Madonna del Sasso School
Meals on Wheels of the Monterey
Peninsula
Meals on Wheels of the Salinas
Valley, Inc.
Mexican American Opportunity
Foundation
9
Community Foundation for Monterey County
Distinguished Trustee
Grants in honor of
David & Laurie Benjamin
Community Hospital Foundation
Monterey Institute of
International Studies
Panetta Institute for Public Policy
Donor Advised
Access Monterey Peninsula
African Wildlife Foundation
Ag Against Hunger
annual report 2012
Courtesy Carmel Mission Foundation
Agriculture and Land-Based Training
Association
Alisal Center for the Fine Arts
All Saints’ Episcopal Church
All Saints’ Episcopal Day School
Alliance on Aging
Alzheimer’s Association
American Action Fund for Blind
Children and Adults
American Cancer Society
Recently restored Carmel Mission Basilica
American National Red Cross
American Red Cross
American Society for the Prevention
of Cruelty to Animals
Animal Ark
Animal Friends Rescue Project
Anti Defamation League
Ariel Theatrical, Inc.
Arts Council for Monterey County
Bay View Academy
Beacon House
Big Sur Grange
Big Sur Health Center
Big Sur International Marathon
Big Sur Land Trust
Big Sur Volunteer Fire Brigade
Blind and Visually Impaired Center of
Monterey County
Boys & Girls Clubs of Monterey
County
Breakthrough Men’s Community
California Maritime Academy
Foundation
Canine Companions for
Independence
Carl Cherry Center for the Arts
Carleton College
Carmel Bach Festival
Carmel Foundation
Carmel High Sober Grad
Carmel Ideas Foundation
Carmel Mission Foundation
Carmel Music Society
Carmel Public Library Foundation
Carmel Valley Historical Society
Carmel Valley Rotary Endowment
Fund
Carmelite Monastery
CASA Monterey County dba
Voices for Children
Catholic Charities
Cedars-Sinai Medical Center
Center for Biological Diversity
Central Coast Center for
Independent Living
Central Coast HIV/AIDS Services
Central Coast Hospice Foundation
Central Coast VNA & Hospice
Central Coast YMCA
Chamber Music Monterey Bay
Chartwell School
Children’s Hospice and Palliative
Care Coalition
Christine Marie’s Star Riders
City of Carmel
City of Monterey
CityTeam Ministries
Classic Guitar Society of Carmel
Coalition of Homeless Services
Providers
Colleagues of the Arts (COTA)
Community Hospital Foundation
Community Human Services
Community of Caring, Monterey
Peninsula
Community Partnership for Youth
Compassionate Care Alliance
Confidence Pregnancy Center
CSU Monterey Bay
Cypress Community Church
Dance Kids of Monterey County
Defenders of Wildlife
Del Monte Forest Conservancy
Dixieland Monterey
Earthjustice
Easter Seals Central California
EIRC Foundation
El Sistema USA / Salinas (YOSAL)
Elkhorn Slough Foundation, Inc.
Ensemble Monterey
Everett Alvarez High School
Everyone’s Harvest
Feeding America
Food Bank for Monterey County
Forest Theater Guild
Foundation for Monterey County
Free Libraries
Franciscan Workers of Junipero Serra
Friends of Carmel Aquatics
Friends of Carmel U.S.D. (FOCUS)
Friends of MAOS
Friends of Parents Place
Friends of the Andy Ausonio Library
Friends of the Hopkins Marine
Station
Friends of the Monterey County Fair
Friends of the Pacific Grove Library
Gateway Center
Girls Inc. of the Central Coast
Golden Gate Labrador Retriever
Rescue, Inc.
Greenpeace Fund
Guide Dogs for the Blind
Guiding Eyes for the Blind
Habitat for Humanity International
Harmony at Home
Hartnell College Foundation
Hebrew Free Loan Association
Hope Center
Coastal Watershed Council
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Monterey County Historical Society
Monterey County Symphony
Association
Monterey County Youth Museum
Monterey High School
Monterey History & Art Association
Monterey Institute of
International Studies
Monterey Museum of Art
Monterey Peninsula College
Monterey Peninsula College
Foundation
Notre Dame High School
Old Capital Club
Pacific Grove Museum of
Natural History
Pacific Repertory Theatre
Palma High School
Prayer Book Society
Robinson Jeffers Tor House
Foundation
Royal Presidio Chapel
Sacred Heart Catholic Church
Sacred Heart School
Salinas Rodeo Rotary Club
Salinas Valley Memorial Hospital
Foundation
Salvation Army – Monterey
Peninsula Corps
Santa Catalina School
SPCA of Monterey County
St. John’s Chapel Foundation
St. Timothy Foundation, Inc.
Stevenson School
The Western Stage
Tularcitos Parent Teacher Organization
United Way Monterey County
Ventana Wilderness Alliance
York School
Youth Music Monterey
YWCA Monterey County
Urban Watch volunteers
IHR Educational Broadcasting dba
Immaculate Heart Radio
Interim, Inc.
Jacob’s Heart Children’s Cancer
Support Services
Josephine Kernes Memorial Pool
KAZU
King’s College
Kinship Center
KQED
LandWatch Monterey County
Leadership Monterey Peninsula
Legal Services for Seniors
Lifesavers Inc. (Lifesavers Wild
Horse Rescue Ranch)
Lyceum of Monterey County
Magic Circle Theatre (Sierra Sage Inc.)
Marine Corps Scholarship Foundation
Marine Life Studies
Meals on Wheels of the Monterey
Peninsula
Meals on Wheels of the Salinas
Valley, Inc.
MEarth at Hilton Bialek Habitat
Media Center for Art, Education and
Technology
Miss Porter’s School
Monterey Bay Aquarium
Monterey Bay Blues Festival
Monterey Bay Christian School
Monterey Bay Sanctuary Foundation
Monterey Bay Symphony
Association
Monterey County Composers’
Forum
Monterey County Rape Crisis Center
Monterey County Symphony
Association
Monterey County Youth Museum
Monterey History & Art Association
Monterey Institute of International
Studies
Monterey Jazz Festival
Monterey Museum of Art
Monterey Peninsula College
Foundation
Monterey Peninsula Comm. Theatre
Company Ch. Trust
Monterey Peninsula Foundation
Monterey Peninsula Gospel
Community Choir
Monterey Peninsula Sunrise Rotary
Foundation
Monterey State Historic Park
Association
Mount Saint Joseph Academy
N.A.M.I. Monterey County
National Arbor Day Foundation
National Association of Chiefs of
Police
National Coalition Building Institute
National Instructors Assoc. for
Divers with Disabilities
National Parks Foundation
National Steinbeck Center
Natividad Medical Foundation
Nature Conservancy
Nevada Museum of Art
No.Calif. Congregational
Retirement Homes, Inc.
Alliance on Aging
Occhiata Productions
Old Monterey Foundation
Otis Park Neighborhood Association
Our Lady of Refuge Church
Pacific Grove Middle School
Pacific Grove Museum of Natural
History
Pacific Legal Foundation
Pacific Repertory Theatre
Palma High School
Panetta Institute for Public Policy
Paralyzed Veterans of America
Peace of Mind Dog Rescue
“I Remember Mama” flower delivery
Peace Resource Center
Peacock Acres
Planned Parenthood Mar Monte
Point Lobos Foundation
Pristine Mind Foundation
Rancho Cielo
Rebuilding Together with Christmas
in April
Redwings Horse Sanctuary
Reel Grrls
Reno Chamber Orchestra
Reno Philharmonic Orchestra
Rotacare International
Sacred Heart School
Salinas Community YMCA
Salinas Rotary Club Charitable Fund
Salinas Senior Center, Inc.
Salinas Young Life
Salvation Army – Monterey
Peninsula Corps
Samz School of Music
San Carlos Cathedral
San Francisco Opera Guild
Save Our Shores
Save The Redwoods League
Save the Whales
Second Chance Youth Program
Second Harvest Food Bank
Seniors Council of Santa Cruz &
San Benito Counties
Sewickley Academy
Shelter Outreach Plus
SPCA of Monterey County
SpectorDance
Stanford Graduate School of
Business
Stanford University Medical Center
Stevenson School
Sun Street Centers
Sunrise House
Sunset Cultural Center
That Man May See
The Gorilla Foundation
The International School of Monterey
The Ocean Conservancy
The Offset Project, Inc.
The Otter Project, Inc.
The Rotary Foundation of Rotary
International
The Wilderness Society
Thunderbird Lodge Preservation
Society
Training for Racehorses off the Track
Truckee Donner Land Trust
Trust for Public Land
UC Santa Barbara Foundation
United Jewish Community of the
Monterey Peninsula
United States Holocaust
Memorial Museum
United Way Monterey County
University Corporation at Monterey
Bay for Return of the Natives
University of Nevada, Reno
University of Pennsylvania Trustees
Valley Guild
Ventana Wilderness Alliance
Ventana Wildlife Society
Veterans Transition Center of
Monterey County
VNA Community Services
York School
Youth Arts Collective
Youth Music Monterey
YWCA Monterey County
Women’s Fund
Boys & Girls Clubs of Monterey
County
Girls Inc. of the Central Coast
Monterey County Health Department
Monterey County Rape Crisis Center
Planned Parenthood Mar Monte
YWCA Monterey County
Neighborhood Grants
Ballet Folklorico Aguila Real Soledad
Ballet Folklorico Tapatio
Castroville Neighborhood Watch
Program
Eagle Drive & Bison Way
Neighborhood Association
Fiesta Familiar de la Costa Central
Fiesta Mexicana
Folklorico de Chualar
Friends of Life Cycle After School
Tutoring Program
Heart Hugs Outreach Services
Ladies First
Los Abuelitos
Los Olivos-Riker Neighborhood
Association
Monte Bella Community
Monterey Park Neighborhood Watch
Padres de Ninos Especiales del
Sur del Condado
Paso a Paso
Poder Popular de Salinas
Salinas Neighborhood Council
Santa Rita & Bolsa Knolls
Watershed Group
South Monterey County Rural
Coalition
Unidos Por Un Corazon Inocente
Urban Arts
White Hawk Indian Council for
Children
Opportunity
ACTION Council for Breakaway
College Access
ACTION Council for the Read-To-Me
Project
Ariel Theatrical, Inc.
Big Sur Health Center
Big Sur Land Trust
Breakthrough Men’s Community
Carl Cherry Center for the Arts
Carmel Bach Festival
Carmel Foundation
Carmel River Watershed Conservancy
CASA Monterey County dba Voices
for Children
Center for Community Advocacy
Central Coast Center for
Independent Living
Central Coast Charities Foundation
Central Coast Hospice Foundation
Central Coast YMCA
Chamberlain’s Children’s Center
City of Salinas
Community Action Board of Santa
Cruz County
Community Human Services
Community of Caring, Monterey
Peninsula
Community Partnership for Youth
Compassionate Care Alliance
Educational Resources of Monterey
County
Ensemble Monterey Chamber
Orchestra
First 5 Monterey County
First Mayor’s House of Salinas City
Friends of Parents Place
Friends of the Pacific Grove Library
Friends of the Salinas Public Library
Global Majority
Harmony at Home
Heritage Society of Pacific Grove
Legal Services for Seniors
Meals on Wheels of the
Monterey Peninsula
MEarth at Hilton Bialek Habitat
Monterey Bay Symphony
Association
Monterey Bay Youth Camp
Monterey Museum of Art
Monterey Peninsula College
Foundation
Natividad Medical Foundation
Pacific Grove Museum of Natural
History
Paws Helping People Inc., dba
UnChained
Rancho Cielo
Salinas Public Library
Salinas Rotary Club Charitable Fund
Saltshaker Theater, Inc.
Save the Whales
Shelter Outreach Plus
Sophie’s Heart
SpectorDance
The Offset Project, Inc.
The Wahine Project
United Way of Santa Cruz County
Robert and Virginia Stanton
Endowment Fund
American Red Cross
Carmel Bach Festival
Carmel Mission Foundation
CASA Monterey County dba
Voices for Children
Dance Kids of Monterey County
El Sistema USA / Salinas (YOSAL)
First Night Monterey
Meals on Wheels of the Monterey
Peninsula
Monterey County Symphony
Association
Monterey History & Art Association
Pacific Repertory Theatre
Rancho Cielo
SoMoCo Center for the Performing
Arts, Inc.
Youth Arts Collective (YAC)
Youth Music Monterey
Special Field of Interest
Grants
Tri-Counties Blood Bank Fund
George L. Mee Memorial Hospital
Natividad Medical Foundation
Douglas Madsen Fund for HIV/AIDS
Housing in Monterey County
Central Coast HIV/AIDS Services
11
Katherine Curtis Springer
Fibromyalgia and Chronic
Fatigue Syndrome Patient
Support Fund
Natividad Medical Foundation
Literacy Campaign Fund
Literacy Campaign for Monterey
County
Strategic Partnership Grants
ACTION Council
Community Human Services
Food Bank for Monterey County
Friends of Parents Place
Housing Resource Center
Shelter Outreach Plus
Community Foundation for Monterey County
Impact
Community Impact Grants
Monterey County’s children and youth
are valued and prepared for success.
People of all ages live healthy and independent lives and have
access to basic health and human services.
58 grants totaling $2,461,000
Hartnell College Foundation – NASA Science, Mathematics,
Engineering and Aerospace Academy (SEMAA)
Building Blocks grant $20,000
12
The Hartnell College Science, Mathematics,
Engineering and Aerospace Academy is
a national project affiliated with NASA,
designed to increase participation of
underrepresented youth in the fields of
science, technology, engineering and
mathematics (STEM). Based at Hartnell
“The (NASA SEMAA) hands on
College’s East Salinas campus, the K-12
program shapes young minds to
think ‘outside the box’.” —Lincoln
educational enrichment program features
Elementary Principal, Connie Rossi
Rains
a state-of-the-art computerized Aerospace
Education Laboratory, free afterschool
programs run by teachers using the NASA curriculum and their
Family Café component to promote family involvement.
The Academy utilizes a NASA-approved curriculum with the goal of
strengthening the STEM pipeline for Latino and female youth in the
Salinas Valley. This new program has already reached approximately
2,000 local youth through hands-on afterschool science education.
It has expanded out of Salinas to include schools from the Peninsula
and South County. Hartnell is one of only 15 Aerospace Academy
sites in the nation and the only one on the west coast.
annual report 2012
Communities throughout Monterey County
are cohesive, safe and prosperous places where people
work together to build and sustain community assets.
21 grants totaling $337,000
Agriculture and Land-Based Training Association (ALBA)
Economic Opportunity grant $27,000
Agriculture, a $4 billion industry in
Monterey County, has a long history of
entrepreneurship and innovation. A prime
example can be found in ALBA, which
operates a farm-based business incubator
on 150-acres. ALBA provides education and
business opportunities for farmworkers
and aspiring farmers to grow and sell crops
grown on two organic farms.
Francisco Lopez and family celebrate
a bumper crop of strawberries
Through its three main programs (small farm
incubation, Programa Educativo Para Agricultores (PEPA) and ALBA
Organics), ALBA provides education, training, mentoring, and access
to markets in the tri-county area. Its training and support services are
designed to help program participants achieve long-term business
success and include organic crop production and planning, marketing,
small business management, meeting compliance requirements and
accessing land and financing. The grant is expected to support 150
farmers with their new businesses, which in turn will create additional
jobs and allow new business owners to participate in ALBA’s
programs.
113 grants totaling $3,305,000
Invest in developing healthy, safe and vibrant communities across Monterey County.
Arts and culture add vitality and meaning to
community life where residents and visitors enjoy diverse
artistic and cultural opportunities and where historic resources
are preserved for generations to come.
Monterey County residents engage actively
as stewards of our natural environments and of the
welfare of animals.
24 grants totaling $378,000
Mariposa’s Art
Cultural Participation and Engagement grant $13,000
10 grants totaling $129,000
The Offset Project
Environmental Engagement grant $15,000
Mariposa’s Art provides highly-successful
programming to high school and elementary
school students. Through Art Teach, high
school students engage in teacher training
coupled with lessons in art. Together with
professional facilitators, student teachers
travel to local elementary schools twice
weekly to teach art.
According to the Environmental
Protection Agency, 30% of all landfill
consists of organic material, material
that could be composted and recycled
back into usable energy. In 2011,
the Governor signed AB 341 which
requires businesses to achieve 75%
waste diversion by 2020. Building
TOP volunteers provide local events with an
off its past success with events, The
interactive approach to educating the public on
sustainable practices
Offset Project (TOP) is working with
local businesses to implement a food scrap collection program.
Art Teach student shows off self portrait
This opportunity provides high school youth
not only the pride and excitement of a paid job, but also a window into
the experience of teaching. Elementary school students have high school
“I find Mariposa’s Art helpful because it gives
me confidence in myself and it helps me to give
confidence to others.” —Art Teach Student
role models and the opportunity to create together and learn about
themselves. Through Mariposa’s Art students receive critical exposure to
the arts and a unique tri-level mentoring experience. Adults mentor high
school students, who then mentor their elementary school students.
The grant, through the Cultural Council of Santa Cruz County, supported
programs in Pajaro.
13
TOP is also working with the City of Monterey, Monterey City Disposal
Service, Food Scrap Resource Recovery Coalition, Monterey Regional
Waste Management District, the County of Monterey, restaurants and
others to increase awareness and effectiveness of waste diversion. A
grant was made for educational materials to help businesses comply
with the new legislation. “In today’s economic climate, the City of
Monterey would not be able to meet the recycling requirements
and diversion goals of AB 341 as completely and efficiently without
the expertise of The Offset Project.” —Ted Terrasas, Sustainability
Coordinator, City of Monterey
Community Foundation for Monterey County
The Women’s Fund
Endowment
More than $700,000 raised
towards $1.5 million goal
The Women’s Fund
Women are the central threads of our community.
When a woman thrives, her family thrives.
When a family thrives, the community thrives.
Richard Green
14
14
Back (l to r) Ksenija Halamandaris, Ann Brown, Jeri Gattis, Karen Curtis, Julie Drezner
Front (l to r) Susan Galvin, Jamel Ehnisz, Women’s Fund Endowment Chair Tonya Antle, Jeannie Tanimura-Ramirez, Bonnie Yokota, Catherine Kobrinsky Evans, Liza Horvath
Although the needs of women and girls in Monterey
County will shift over time, the need to invest in them
will remain constant. To that end, the CFMC is building
a Women’s Fund endowment to ensure that there are
permanent resources available to meet those changing
needs. With an endowment, a percentage of the fund’s
value is available to grant each year while the principal
remains intact and is invested, ensuring a source of
philanthropic resources for years to come. We invite you
to partner with us. To learn more visit www.cfmco.org/
womensfund.
The Women’s Fund is a catalyst for change, seeding
ideas, leveraging resources and encouraging
partnerships to achieve broad, lasting change for
women and girls in Monterey County.
annual report 2012
annual report 2012
Research shows that investing in women and girls now creates a better future for us all. The
Women’s Fund of Monterey County brings people together, identifies community priorities,
funds solutions, and invests time and talent to generate change. Together, we are transforming
the lives of women and girls and creating lasting impact on the communities in which they live.
In the last five years, more than $315,000 has been granted to organizations serving women
and girls in Monterey County. From the beginning, the Women’s Fund has seeded ideas and
endeavors that would not have occurred without its support. Most recently, The Lives of
Women & Girls Status Report, commissioned by the Women’s Fund in 2011, pointed to two
areas where philanthropic leadership is needed: advancing economic security for women and
supporting the future of girls. To increase women’s economic opportunities, grants have helped
women start their own businesses, pursue their educational and career goals, and transition to
self-sufficiency when in crisis.
In addition to grants that advance women’s economic self-sufficiency, the Women’s Fund
launched the three-year Girls’ Health in Girls’ Hands collaborative and granted $95,000 to
six partner organizations (see page 15). In our first year, the initiative leveraged $160,000
in additional co-investment support from GHGH funding partners: the Claire Giannini Fund,
Peggy and Jack Baskin Foundation, David and Lucile Packard Foundation, Monterey Peninsula
Foundation and Women’s Fund donors. We thank all our partners for their support.
(Above) Women’s Fund grant committee members: (back, l to r) Barbara Babcock, Ana Paz Rangel, Traci Townsend, Julie Drezner, Christine
Dawson, (front, l to r) Jeannie Tanimura-Ramirez, Margaret D’Arrigo-Martin, Bonnie Yokota, Annabelle Rodriguez, Konny Murray, Ruth Rachel
Girls’ Health in Girls’ Hands
Girls’ Health in Girls’ Hands (GHGH) is an initiative of the Women’s Fund
designed to give girls the skills and support they need to make healthy
choices and be agents for change in their communities. With support from
Women’s Fund donors and our funding partners (see page 14), a multiagency collaborative was formed early in 2012 to work together over the
next three years (and beyond) to actualize the girls’ vision established in a
2009 action research project.
Sharing friendship bracelets at the
November 2012 GHGH summit
“GHGH is making a positive difference for hundreds of girls, all the
organizations involved and ultimately the community. The success of the
initiative is a testament to the power of relationships. The connections
between the organizations are helping to create greater, collective action and
drive change for women and girls in Monterey County.” — Michelle Slade,
former VP Impact Advancement, Boys & Girls Clubs of Monterey County
Practitioners Learning Network
collaborates
GHGH Alumnae connect with supporter
Betsy Buchalter Adler (back, 2nd from left)
15
Richard Green
Richard Green
– GHGH Participant
The collaborative created a strong leadership
structure called “The Hub,” facilitated
a Practitioner Learning Network for the
program staff of each agency and held a
launch event to bring a new generation of
girls into the network. This initiative has
reached over 500 girls in eight cities through the partner agency programs.
Feedback from the girls and the nonprofits involved has been extremely
positive and the movement for girls’ health will only grow stronger in the
years to come.
Richard Green
program so much.
It made me realize
who I am today!”
Girls at the 2012 Voices for Change Summit find their voice
Richard Green
The collaborative is comprised of six organizations that are delivering
high-quality girl programming. Boys & Girls Clubs of Monterey County,
Girls Inc. of the Central Coast, Monterey County Health Department,
Monterey County Rape Crisis Center, Planned Parenthood Mar Monte
and the YWCA Monterey County are working together with the Women’s
Fund to bolster programs and collaborate for greater impact. Each partner
agency has enhanced their girl programming to include health education,
leadership training, leadership activities,
“I really enjoyed this research and advocacy.
Girls identified self-esteem
as a key
Zumba was
oneMonterey
aspect of health
explored
Community
Foundation
for
County
health topic in their community
at the Voices for Change Summit
Futer Essential Human Services Grants
$1.5 million invested to strengthen Monterey County’s Safety Net Services
Today’s economic and political environment has placed ever-growing
stressors on local nonprofits. To survive and thrive, nonprofits must
adapt and in many cases rethink their business models. This is
particularly true for the human service organizations that people in
need turn to first for help.
16
As a response, the CFMC announced the Futer Essential Human
Services grant program, a multi-year initiative to strengthen safety net
organizations in Monterey County. Ten high-performing human service
organizations were awarded general operating grants of $50,000 per
year for a total of $150,000 over three years to develop more effective
practices and new business approaches. The grantees are: Coastal
Kids Home Care, Community Human Services, Food Bank for
Monterey County, Franciscan Workers of Junipero Serra, Housing
Resource Center, Legal Services for Seniors, Shelter Outreach
Plus, Sun Street Centers, United Farm Worker Foundation and
YWCA Monterey County.
Each organization is working on capacity-improvement goals based
on their assessment of what is needed to sustain and grow their
services. We are already seeing results as these agencies stretch
in new, positive directions. For example, Sun Street Centers, which
provides alcohol and drug addiction treatment in multiple sites, set
a goal to reduce its reliance on government funding and increase
community support. In less than a year, they have raised over
$400,000, far exceeding their fundraising goal of $250,000.
annual report 2012
Ten agencies were selected as Futer Essential Human Services grantees to receive multi-year funding and
capacity building support. Futer grants are funded by the Rudy E. Futer Fund for Human and Humane Needs of
the Community Foundation for Monterey County.
Shelter Outreach Plus and Housing Resource Center, which together
provide the full continuum of housing resources from emergency and
transitional shelters to stable and permanent housing, have begun
collaborating on fundraising and marketing initiatives where mutual
benefits can be achieved. They see collaboration and sharing of resources
as a way to economize their efforts and maximize their joint reach.
Neighborhood Grants Program
Small Grants, Big Impact
“Small Grants, Big Impact” is perhaps the best way to describe the
Neighborhood Grants Program (NGP). Since 1997, NGP has awarded over
$700,000 in grants ranging from $500 to $4,000 to resident-led groups
throughout Monterey County. Last year, NGP awarded 25 grants totaling
$50,000. Although the grants are small by nonprofit budget standards, they
provide a significant boost to these grassroots organizations.
Neighborhood grants benefit local groups who help beautify their
communities and keep them safe, youth sport
“The grant allowed
teams and arts organizations that provide
positive after school activities, advocacy and
us to engage our
support groups, such as parents of children with
neighbors to step up
special needs, and many more. Grantees are
and beautify our own
selected based on community need, population
served, organizational capacity, geographical
neighborhood.”
location and the project’s overall impact.
—Kevin Low, LORNA
In addition to financial support, NGP provides
technical assistance in leadership development, fundraising, planning,
membership recruiting, and financial management – even how to open an
association bank account. The support these groups receive helps strengthen
them so that they can make a meaningful difference in their communities.
For more information, visit www.cfmco.org/ngp.
Neighborhood Grants Review Panel
Ladies First (Seaside)
17
Kevin Low and his son Samuel from the Los Olivos Riker Neighborhood Association (LORNA) helping
out at one of their regular neighborhood clean-ups
“The Neighborhood Grants Program is just another example of
how the CFMC stays grounded in the field of philanthropy from
local grassroots organizations to the largest nonprofit agencies in
Monterey County.” — Aurelio Salazar, Jr., CFMC Program Officer
Ballet Folklorico Aguila Real de Soledad
at NGP Awards Ceremony
Salinas’ Fiesta Familiar para la Costa Central
White Hawk Indian Council for
Foundation
for
Monterey
supports parents of specialCommunity
needs children
Children
(North
County) County
STRENGTHENING NONPROFITS
Center for Nonprofit Excellence
18
The CFMC takes a strategic, holistic approach
to supporting local agencies and their work.
In 2012, the CFMC rolled out the Center
for Nonprofit Excellence (CNE) to help local
nonprofit organizations “connect, lead and
thrive” in today’s changing environment.
Building on previous successes as the
Management Assistance Program, the
CNE seeks to incorporate new ways of
strengthening nonprofits while responding to
local needs.
More in-depth training was offered in a multi-seminar setting,
where teams from each organization were encouraged to apply new
skills and tools between sessions. Almost 300 people participated in
10 trainings in which more than 100 organizations delved deeper into
persistent concerns like how to expand their individual donor base and
build a stronger board.
Capacity builders’ network created closer coordination with
other organizations that support nonprofits, such as the Association of
Fundraising Professionals, Volunteer Center of the United Way Monterey
County and Leadership Monterey Peninsula. They now jointly offer a
stronger, more cohesive set of trainings. Over 250 people attended six
coordinated events with topics ranging from board recruitment and fund
development to collaboration.
Greater use of online resources was encouraged through a
region-wide calendar of over 200 webinars and in-person seminars and
a monthly e-newsletter. Another way the CNE leveraged technology for
learning was to create an online book group for nonprofits where 100
participants are exploring how to use social media more effectively.
annual report 2012
Board Transformation Toolkits
are now available on the CNE website.
These short training modules on
multiple topics are specially designed
for board members to bring into their
meetings to increase their board’s
effectiveness in governing a nonprofit
organization.
The CNE is partnering with other local capacity
building organizations to leverage their efforts
Organizational development grants totaling $130,000 were
awarded to help nonprofits strengthen their internal capacity. As part of the
new Opportunity Fund (see next page), CFMC’s capacity-building funding has
increased significantly, more than doubling the average of previous years.
Strategic Partnership Program was a successful project to support
organizations exploring collaboration. Six different groups of nonprofits,
with over 50 organizations participating, received training and facilitation to
explore strategic partnerships. As a result, these alliances have a stronger
organizational commitment to working together and a deeper understanding
of the risks and opportunities.
The feedback received from nonprofit leaders has been extremely positive.
They speak of the quality of programs and individual attention provided by
the CNE and feel that the new brand is powerful and positive. The CNE will
continue this innovative approach as well as conduct ongoing successful
programs, such as the LEAD Institute (see next page), monthly meetings for
board chairs, referrals to local consultants and informal consulting with local
nonprofit organizations seeking advice. For more information or resources,
visit www.cfmco.org/cne.
The Center for Nonprofit Excellence received a generous grant from the
David and Lucile Packard Foundation to support its first year of activities.
LEAD Institute
Opportunity Grants
The LEAD (Leadership Education and Development) Institute of the
Center for Nonprofit Excellence graduated its third cohort in 2012, and
began the fourth. LEAD provides high-quality, in-depth professional
development in leadership and management for talented nonprofit
managers with the skills
and experience to be
successful in organizationwide leadership.
LEAD provides a multicultural learning environment, with 12 seminar
days over 10 months, complemented by applied learning, peer and
leadership coaching and personal and professional goal setting. For
more information, visit www.cfmco.org/LEAD.
Strategic Partnership Team
Mindful Social Media workshop with
Beth Kanter
19
Emerging and Urgent Needs grants address situations that arise outside
of the Community Impact grant cycle or when a small grant is needed to
test an innovative idea or capture a promising opportunity. For example,
the Breakaway College Access (BCA) project received $4,000 to expand
to Pajaro Middle School its afterschool soccer academies that combine
academics and sports. The goal is to make college a reality through college
trips, meeting with soccer coaches and scholarships.
Richard Green
“I can honestly say that I can LEAD and not be perfect or try to fit
into a specific mold... I am a leader. I am leading. I am very excited
about what the future has in store for me.” — 2012 LEAD graduate
Organizational Development grants
support one-time internal capacity building,
such as strategic planning and board development. One example is CASA
Monterey County (dba Voices for Children). A $4,000 grant supported the
rebranding of CASA to Voices for Children, which involved an extensive
public outreach and marketing campaign. The grant also helped develop a
new logo, website and print materials. “The name change makes much
more sense, is easier to understand, and speaks more directly to our
mission.” — Siobhan Greene, former Executive Director, Voices for Children
An opportunity grant helped CASA rebrand to
“Voices for Children”
CNE Director Kaki Rusmore at launch
event
Richard Green
Richard Green
More than 60 organizations
and 70 leaders from
Monterey, San Benito and
Santa Cruz counties have
participated to date. LEAD
equips nonprofit leaders
The LEAD 2012-2013 Cohort gathers for a day of learning
from a wide variety of
organizations focusing on the arts, environment, health, education and
social services and more.
The CFMC responds quickly to time
sensitive needs through its new
Opportunity grants program. Thanks to
additional support from the David and
Lucile Packard Foundation, 58 Opportunity
grants were awarded between January and
December 2012, for a total of $203,946.
Two distinct types of grants are made.
Two ribbon cuttings were held to
Stanford Alumni Consulting Team
celebrate the CNE. Community Foundation for Monterey County
Giving Back
2012 Contributors
Friends of the Foundation
There are many ways to partner with the CFMC. You can create
a fund, donate to any existing fund, consider a charitable gift
annuity, or make a planned gift. We manage more than 300
funds of all types and steward more than $160 million in
total assets. Please give us a call at 831.375.9712, or visit
www.cfmco.org/waystogive to learn more.
20
Donor Advised
The Brown Family Fund
DeWitt Fund
Dr. Adriana Hayward Fund
Henning Family Fund
Mahoney/Peterson Family Fund
McMahan Family Fund
Ramsey Shirk Fund
“Sun” by Ken Wanderman
Thanks to those individuals, families and nonprofit
organizations who were inspired in 2012 to join with
the CFMC by establishing a fund:
Image from “Becoming Visible: the Face
of Homeless Women in Monterey County”
exhibition
Field of Interest
The Fund for Homeless Women
Terry Layne Fund for Beach Protection
Douglas Madsen Fund for HIV/AIDS Housing in Monterey County
Agency Stewardship Funds
Carmel Woman’s Club Fund
Carmel Woman’s Club Stewardship Fund
Community Human Services Stewardship Fund
Japanese American Citizens League of Monterey Peninsula
Stewardship Fund
Museum Foundation of Pacific Grove Stewardship Fund
Pacific Grove Public Library Foundation Stewardship Fund
Shelter Outreach Plus Stewardship Fund
United Way Monterey County Stewardship Fund
annual report 2012
Anonymous
1st Capital Bank
Frank and Regina Amato
The Applewood Fund at the
Community Foundation for
Santa Cruz County
Ausonio Family Fund
David and Laurie Benjamin
Brian and Sandra Berris
Barbara A. Block
Richard J. and Judy Borda
Robert L. and Sarah S. Bouchier
Peter K. and Incy Brooks
Robert C. and Kalah Bumba
Patrick and Aimee Burke
Phyllis J. Burkey
John W. and Alice Carley
Greg M. and Liz Chilton
James Claypool
Estate of Madeleine Conran
Katherine M. Coopman
Sharon L. Dalkey
Stephen and Iris Dart
John Davis
Alfred and Elvira Diaz-Infante, Jr.
William and Nancy Doolittle
Estate of Mary Jane Drummond
Bruce Dunlap and Carol Kolb
Davis Factor, Jr. Fund
Lowel I. Figen
First Giving
Cyrus and Jean Fitton
Macklin and Polly Fleming
Estate of Rudy Futer
Kurt Gollnick and Janet Rodgers
Harrison Gough
Faye Hanger
Harrison Fund
Ruth Hartmann
John S. Hedgcock
Otto and Grete Heinz
Robert A. and Petie Helfrich
Peter T. Hoss
David G. Huey and Carla Hudson
Mary F. Hutton
Intrepid Philanthropy Foundation
Craig L. and Christine Johnson
Joyce Morris Fund
Ruth G. Kelly
Rick and Martha Kennifer
Estate of William Kiepura
Harvey and Kay Kuffner
Paul Lapidus and Lindasue Marshall
Estate of Dorothea Fleischer Layne
Literacy Campaign Fund
Jerome and Ann Manes
Manley Family Charitable Fund
Joseph A. and Sheila Mark
Carla R. Martinez
Marsha McMahan Zelus
Thomas Melville and
James Cooper
Stephenie Meroney
Eric and Sue Miller
Anthony and Lary Lynn Muller Fund
Charles T. Olvis and
Miranda S. Morris
Nicolas Papadakis
Kenneth and Rita Petersen
John M. and Patti Phillips
R. A. and Mary Ann Pirotte
William and Marlene Ramsey
Donald M. Scanlon
Scheid Vineyards
Estate of Patricia Shirk
Christine E. Sleeter
Robert and Florence Slinger Fund
Gordon P. and Ramona Smith
Paul B. and Margaret Ann Smith
Mark and Mary Starr
Jane A. Stile
Stephen D. and Lynn Storey
Tides Foundation
Laurie Trainer
James Tyler
UBS-Employee Giving Program
John and Madeline Van Zander
Mark and Barbara Verbonich
Walker & Reed, LLP
David H. and Michaelin Watts
Joanne Webster
Nels P. Wiegand
G. R. and Lucille Wiley
Hope D. Williams
Marvin and Karla Wolf
In Honor of Mary Wright
Joanne Nissen
In Memory of Arliene Beesley
John Beesley
Cupcakes celebrating the $100 million
grantmaking milestone
In Memory of Roberta Buckalew
Chilton and House, LLP
In Memory of Frank Garneo
Dorothy O. Lerda
In Memory of Wolfgang Haas
Robert Haas
In Memory of
Teresa Ruggiero Panetta
David and Laurie Benjamin
Andrew and Victoria Ausonio
Family Fund
Andrew P. and D. Victoria Ausonio
Ausonio Family Fund
Andrew P. and D. Victoria Ausonio
Tony P. and Marjorie Ayres Fund
In Memory of Alice Ayres
Tony P. Ayres
In Memory of
Frances Selbicky Greene
Tony P. Ayres
In Memory of Francisco Silva
Tony P. Ayres
In Memory of Edd Sosaya
Tony P. Ayres
Benjamin Fund
In Honor of David and
Laurie Benjamin
Randy Clark and Tom Maddox
Big Sur Health Center
Endowment Fund
Big Sur Health Center
Eugene and Maya Rizzo
The Big Sur Land Trust
Conservation Fund
Robert L. and Sarah S. Bouchier
George White
In Memory of Larry Horan
Hugh and Sheila Barton
The Brown Family Fund
Center for Nonprofit Excellence
Jay and Ann Brown
David and Lucile Packard Foundation
The Ancient & Honorable Society
of Buckeye
Stephen W. Dyer and
Cynthia Martin Dyer
Buccafurni-Lawrence Fund
Central Coast Lighthouse
Keepers Fund
Farrell/Allen Carmel Rotary
Club Fund
Paul Lawrence and
Marian Buccafurni
Carmel High School
Class of 1952
Robert G. and Ann Allen
Jack and Paula Brooke
Edward and Alexa Cottingham
Lanny J. and Dorinda Doolittle
Barry and Cathleen Hammer
Jack and Sharon Hilgers
Tom and Lisa Hoivik
Francis “Skip” and Mary Anne Lloyd
Susan A. McCloud
Michael E. and Marion McPherson
Said and Alicia Meheen
James I. and Barbara Miller
Franklin Zane Morehead
William and Susan Morris
Gilbert M. Neill and Rod Woodard
Paula A. Roloff
Walter M. and Janet C. Shaw
Robert A. Updike
Jane Weisser
Various members of the
class of 1952
Carmel Woman’s Club Fund
Carmel Woman’s Club
Carmel Woman’s Club
Stewardship Fund
Carmel Woman’s Club
Casa Amesti Foundation
Building Endowment Fund
Estate of T. Michael Ball
In Memory of Finely Hamilton
Hugh and Sheila Barton
Casa Amesti Garden and
House Fund
Peter Brooks
James Chibidakis
Schwab Fund for Charitable Giving
Fred Farr & Edwin Bliss
Buckeye Memorial Fund
Margaret D’Arrigo-Martin and
Steve Martin
James Agan
Albert Alvarez
Phil Arnold
Tom Atherton
Reed Barton
Charles Chrietzberg
Dick Cook
Joan DeMers
William Doolittle
Richard Kehoe
Christopher Manke
Sam McLeod
Richard Nystrom
Thomas Olivola
Monta Potter
Judith Profeta
James Rotter
Merv Sutton
Harris Taylor
Terry Trotter
Bill Tyler
Lucy Willman
Rotary Club of Carmel By The Sea
Davis Factor, Jr. Fund
Doris Parker Fee Fund
Marjorie Fisher
Bill Clapper Memorial Music
Scholarship Fund
Mary J. Clapper
Community Human Services
Stewardship Fund
Community Human Services
Community Leadership Project
DeWitt Fund
David and Lucile Packard Foundation
Stephen and Madeleine
Conran Fund
Estate of Madeleine C. Conran
D’Arrigo-Martin Fund
Davis J. and Christine Factor
DeWitt Fund
Anonymous
The Nancy Wheelis Dodd Fund
Anonymous
Doolittle Fund
William and Nancy Doolittle
Thomas H. and Elinor H. Wilson
Mary Jane Drummond Fund
Estate of Mary Jane Drummond
Dr. Leslie Eliason Excellence in
Teaching Award
Intrepid Philanthropy Fund
Carl E. Davis
Ken and Mary Wright
Ted Fehring Family/Carmel
Host Lions Club
In Honor of Ted and Marie Fehring
Julie Almquist
In Honor of Ted and Marie Fehring
Jean F. Hall
In Honor of Ted and Marie Fehring
JoAnn F. Holbrook
In Honor of Ted and Marie Fehring
Joy F. Roberts
In Honor of Ted and Marie Fehring
Janet Schober
Matthew Paul Finnigan
Memorial Scholarship Fund
Chevron Humankind Matching
Gift Program
Grover Hermann
Foundation Fund
Grover Hermann Foundation
The Fund for Homeless Women
Animal Friends Rescue Project
Lori and Lou Flagg Memorial
Youth Fund
Ryan and Marni Flagg
Food Bank for Monterey
County Endowment Fund
DeWitt Fund
Rudy E. Futer Fund for
Human and Humane Needs
Estate of Rudy Futer
Fund for the Environment
Norma H. Davis
William and Nancy Doolittle
Mary Ann Matthews
In Honor of Katherine M. Coopman
Janet Shing
General Endowment Fund of
the Community Foundation
Mark and Marilyn Dorman
Catherine Kobrinsky Evans
J. Breck and Nancy Tostevin
Estate of Mrs. Robert Stanton
Jessica Govea-Thorbourne
Memorial Fund
Robert Wood Johnson Foundation
Harrison Fund
Sydney Harrison
Dr. Adriana Hayward Fund
William and Adriana Hayward
Henning Family Fund
James H. and Mary Allender
Frederic and Britta Ballerini
Norman and Ann Bikales
Linda D. Brandewie
Gene and Barbara Bullock-Willson
Christian Women’s Fellowship
Sheila Clark
Robert and Phyllis Conlan
Karen Csejtey
DeWitt Fund
Natasha M. Doner
Margaret Mary Fleming
Linda Frederiksen
Debra A. Givner
Mary E. Griffin and Nancy Gross
Carmen C. Hanratty
Chinglin C. Lee
Judy LeRoy
Laura Lienk
Dwight Marshall
William W. Monning
Noreen Nance
Sam L. Norris and
Colette K. Erreca-Norris
W. R. Patterson
Robert W. Payne and
Eileen P. Tremain
Sondra Rees
Michael E. Reid
Patricia Rutowski and
Lauren Mitchell
Nancy Sevier
Lara Shipley
David and Sherry Shollenbarger
Brian and Melva Simmons
William H. Soskin and Marian Penn
Nancy Thorngate
Ken Wanderman
Jeffrey and Karen Weill
Harold and Opal Whitfill
Suzanne Worcester
Carol Young
In Honor of Kathy McMurdo,
Shelia Benson, Susan Ditzler,
Linda Frederiksen and Eileen
Whitson
Marian R. Penn
21
Peter and Jackie Henning
Community Foundation for Monterey County
2012 Contributors, continued
Governance
2012/2013
Board of Directors
Back (l to r):
22
Ken Petersen, President, Monterey Private Wealth
Craig L. Johnson (2012 Chair), Investment Banker (retired)
Kenneth R. Wright, Community Volunteer
Tonya Antle, Community Volunteer, Principal, Tanimura & Antle
Greg Chilton, Attorney at Law, Chilton & House, LLP
Alfred Diaz-Infante, President/CEO CHISPA
Tina Starkey Lopez, Branch Manager, Pacific Valley Bank
Stephen Dart, Principal, Dart Family Co. Inc.
Judge John M. Phillips (retired), President, Rancho Cielo Youth Campus
Front (l to r):
Rick Kennifer, Attorney at Law, Johnson, Fantl & Kennifer, LLP
Anna Marie Ponce, Sun Valley Berries, LLC
Jeri Gattis, (2012 Secretary), Community Volunteer
Ann T. Brown (2012 Vice Chair), Rancher
Sarah Bouchier, Real Estate Agent, Carmel Realty Company
Gail Delorey, CPA, (2012 Treasurer) Managing Partner, Bianchi,
Kasavan & Pope, LLP
Not Pictured:
James Claypool, Claypool Consulting
Kurt Gollnick, Chief Operating Officer, Scheid Vineyards
Catherine Kobrinsky Evans, Partner, The Kobrinsky Group
Stephen McGowan, CFO & EVP of Corporate Resources,
Sun Microsystems, Inc. (retired)
Kelly McMillin, Chief, Salinas Police Department
Mark J. Verbonich, VP Community Affairs, Pebble Beach Company (retired)
annual report 2012
Richard Green
Cappy Martin/Vernon Hurd
Monterey Rotary Club Fund
Anonymous
Daniel Albert
Carl Anderson
Dan Archer
David G. Armanasco
Herbert Aronson
Robert Aurner
Daniel Baldwin
Brad Barbeau
Jay Bartow
Lew Bauman
Daniel Biondi
Roger D. Bolgard
James A. Booth
Cristofer Cabanillas
John W. Carley
Chris Chidlaw
Shelly Claudel
Ronald J. Coulter
Richard D. Crowell
William Curtis
John H. Danelon
Richard T. Dauphine
Roderick L. Dewar
Wayne G. Downey
Arthur Dunn
Marilyn Dunn Gustafson
Larry T. Durocher
Donald H. Edgren
Norm Edwards
Ryan Edwards
Bill H. Falor, Jr.
Fenton & Keller
Crawford E. Foy
Susan Freeland
Douglas Garrison
Chris Gatward
Frank R. Geisler
John Giffen
Joseph K. Green, II
Russell Haisley
Chuck Harmon
Michael C. Hendrickson
Denis Horn
Alex Hubbard
Jay Hudson
Becky B. Jackson
Eric Johnsen
Rolf E. Johnsen
Ralph Keill
Kennedy, Archer & Harray
Nolan C. Kennedy
Rick Kennifer
Alice V. Kinsler
Robert Klevan
Kirkor Kocek
Nancy Kotowski
Daniel P. Kreer, Jr.
Harold E. Kren
Clayton C. Larson
Edward Lee
Martin R. Lipp
Skip P. Lloyd
Jack Lynch
John Mahoney
Robert F. Martin
William S. McAfee
Dan J. McAweeney
Dennis McCarthy
Thomas McCullough
Daniel M. McGilloway
Steven McNally
Steve C. Merrell
David T. Morwood
Robert Mulford
Gilbert Neill
Matthew Nelson
Daniel H. O’Brien
Steven J. Packer
Richard J. Pagnillo
Richard D. Patterson
Stephen Pearson
Walt Prowell
Shawn P. Quinn
Sally R. Reed
Hansen Reed
James E. Rheim
Robert Russell
Terrance D. Ryan
Marilyn A. Sheppard
Charles Snorf
Kim Stemler
Jennifer Stone
Clark Struve
Ralph W. Thompson, III
J. Breck Tostevin
Yutaka Uyeda
James Valentine
George Walker
Nelden H. Ward
Natalie J. Webb
Terry L. Wecker
Thomas D. Wilson
Wald, Ruhnke & Dost
Architects, LLP
Japanese American Citizens
League of Monterey Peninsula
Stewardship Fund
Japanese American Citizens
League of Monterey Peninsula
Bob Jones Boy Scouts
Camping Fund
In Memory of B. Robert Jones
Marc R. and Kathy Isaacson
In Memory of B. Robert Jones
Calvin T. Jones and Terre Rindal
Kadushin Robinson Fund
In Memory of William A. Robinson
Karen D. Kadushin
The William Kiepura Fund
Estate of William Kiepura
Kier Memorial
Scholarship Fund
In Memory of Philip Kier and
Andrew Kier
Mary K. Kier
In Memory of Philip Kier and
Andrew Kier
Sandra L. Kier
Kinship Center
Laura Sinks
LandWatch Monterey County
Stewardship Fund
LandWatch Monterey County
Jefferson and Frances Larkey
Memorial Fund
Larkey Family Trust
Estate of Dorothea Fleisher Layne
Literacy Campaign Fund
First 5 Monterey County
Community Foundation for
Monterey County – General
Endowment
Marvin J. and Karla Wolf
Steinbeck Country Book Club
Monterey County Weekly
Community Fund
The Monterey County Gives!
2012 Campaign brought in over
$651,000 in contributions from
over 1,200 individual benefiting
97 nonprofits. A complete list
of contributors can be found at
www.cfmco.org/MCGives
Anthony Nicholas Narigi
Memorial Fund
In Honor of Anthony’s Birthday
Marilyn Gray
Gilbert M. Neill Math Fund
Gilbert M. Neill and Rod Woodard
SPCA of Monterey County Fund
DeWitt Fund
Eugene and Maya Rizzo
S. T. A. R. Foundation of
Monterey County
Stewardship Fund
STAR Foundation
Salinas Rodeo Rotary Club Fund
Salinas Rodeo Rotary Club
Sandy Loiacono
Scholarship Fund
Shelter Outreach Plus
Stewardship Fund
Karp and Langerman, P. C.
Shelter Outreach Plus
The John and
Nancy Love Fund
Sunset Theater Endowment
Fund
John and Nancy Love
William and Nancy Doolittle
The Todd Lueders
Fund for the Arts
Rodrick L. and Suzanne Dewar
William and Nancy Doolittle
Lowel I. Figen
Thomas E. and Sherrie McCullough
Lee and Shirley Rosen
Raymond and Antionette Simmons
In Honor of Dan Baldwin
Frank Keith
Mahoney/Peterson
Family Fund
John and Ann Mahoney
Catherine L. and
Robert O. McMahan Fund
Catherine L. and
Robert O. McMahan Foundation
McMahan Family Fund
Catherine L. and
Robert O. McMahan Foundation
Lenore and Dale Meyer Fund
Estate of Lenore Meyer
Lenore Meyer
William and Susanne Tyler Fund
William H. and Susanne Tyler III
Sol Treasures Peace Dove clay sculpture project at Del Rey Elementary School in King City
Monterey Public Library Fund
Anonymous
Robert Bell and Francisa Garcia Bell
Don Carr
Friends of the Monterey
Public Library
Ruth Hartmann
Peter Hiller
Richard M. and Jane Ashley Lundy
John F. and Carol O’Neil
George Ow
Nancy Selfridge
The Shake Family
Jack Signorella
Robert Sitzman
Michael and Carol Wallensack
Cary and Lynn Yeh
Anthony and
Lary Lynn Muller Fund
Anthony and Lary Lynn Muller
Museum Foundation of Pacific
Grove Stewardship Fund
DeWitt Fund
Mike and Mary Orradre Fund
Mike and Mary Orradre
Out Reach - A Fund for LGBT
Life in Monterey County
Daniel Baldwin and Anne Ylvisaker
Thomas D. Melville and
James Cooper
Pacific Grove Public Library
Foundation Stewardship Fund
City of Pacific Grove
Pacific Grove Public Library
Foundation
Ramsey Shirk Fund
Estate of Patricia Shirk
Katherine Curtis Springer
Fibromyalgia and Chronic
Fatigue Syndrome Patient
Support Fund
Estate of Katherine Curtis Springer
United Way Monterey County
Stewardship Fund
United Way Monterey County
Agency name
Terry Layne Fund for
Beach Protection
Ventana Trails Forever Fund
Eugene and Maya Rizzo
Ventana Wilderness Alliance
Ventana Wildlife Society Fund
Eugene and Maya Rizzo
Horace H. Wilson
Scholarship Fund
Julia B. Wilson
Women’s Fund
Anonymous (10)
Rick and Tonya Antle
Yvonne A. Ascher
Marcia Atkinson
Arthur and Barbara Babcock
Frances Baca
Daniel Baldwin and Anne Ylvisaker
Jane R. Barry
Helena Beckett
Lisa C. Bennett and Robin A. White
Bianchi, Kasavan & Pope, LLP.
Mark Boos
Sarah S. Bouchier
Donna Brandt
Vivian Brennand
Demi Briscoe
Joy Earl and Ann Brown
Virdette Brumm
Aimee Burke
Jason and Melissa Burnett
Patricia A. Byrns
Jude Callis
Renee Campbell
Karen L. Campbell
Kelly Campos
Capital Group Companies
Charitable Foundation
Martha Carruth
Kevin Ann Cartwright
Maggie Cervantes
Christine Chin
Lavonne B. Chin
Laura Ciucci
Bonnie T. Clark
Evi Clark
Lauren Cohen
Ken Coleman and Kathryn Harrison
Shirley Coly
Comerica Charitable Foundation
Jennifer Connolly
Joan C. Crenshaw
Karen Csejtey
Pamela D. Cummings
Karen Curtis
William B. and Claudia Daniels
Sheri Deeter
DeWitt Fund
Gail Delorey
Fatima Dias
Nancy Doolittle
Doris Parker Fee Fund
Courtney Doust
Emily DuBois
Carol Duncan
Marilynn Dunn Gustafson
Jamel Ehnisz
Sandi Enriquez
Kelsey Escoto
Five Points Foundation
Leigh Fitz
Anna Foglia
Linda Ford
Frances Elgan &
Werner Kunkel Fund
Susan B. Franklin
Leigh Fritz
23
Community Foundation for Monterey County
Stewardship
2012/2013 Staff
STANDING (l to r)
24
Janet Shing, Senior Program Officer
Ana Paz Rangel, Grants and Office Administrator
Susie Polnaszek, Program Officer, Center for
Nonprofit Excellence
Nelda Getz, Administrative Coordinator
Aurelio Salazar, Jr., Program Officer, Neighborhood Grants
Program
Lynn McDonald, Program Officer
Dan Baldwin, President/CEO
Jan McAlister, Development Associate
Diane Nonella, Director of Finance & Human Resources
Nick Gregorio, Philanthropic Services Officer
Sahlee Rentfrow, Accounting Coordinator
Amanda Holder, Communications Officer
SEATED:
Kaki Rusmore, Director, Center for Nonprofit Excellence
Christopher C. Platt, CPA, Accounting Manager
Julie Drezner, Vice President Grants and Programs
Julie Conrad, Administrative Services Manager
Christine Dawson, Director of Resource Development
annual report 2012
Richard Green
2012 Contributors, continued
Susan Galvin
James L. and Jeri Gattis
David and Susan Gill
Connie Glosser
Cheryl Glover
Kerri Goldberg
Deborah Goldstein
Pilar Gose
Barbara Greenway
Sandra Grimmer
Michael Marie Guzman
Joanne Haag
Karen Hagman
Ksenija Halamandaris
Beverly L. Hamilton
Krista Hanni
Maria Hanson
Maggie Hardy
Johanne E. Hardy
Shari R. Hastey
Elizabeth Helfrich
Carmen Herrera-Mansir
Katie Hogan
Lynn Holt
Virginia Howard
Kip Hudson
Emily Hull-Parsons
Stephanie Hulsey
Louis and Roberta Huntington
Susan Hyde Greene
Terri Jimenez
Angela Johnson
Carmel Jud
Denise Kaku
Celia Keefer
Mikelea Kelley
Woody Kelley
Alice V. Kinsler
Barbara Knapp Serbent
Kathy Kobata
Stephanie Koehler
Carol Kolb
Deborah Kosmont
Diane Kremer
Ramie Kriste
Daniel Kurz and
Katharine Daniel Kurz
Leonard Laub and
Yvonne A. Ascher
Laurel Lee-Alexander
Leinette B. Limtiaco
Catherine A. Lindstrom
Elizabeth Lorenzi
Jean Lovell
Nigel and Jinah Lovett
Lynn C. Lozier
Mia Maddoux
Piper Magallanes
Carrie Mann
Michael and Tobi Marcus
Carla R. Martinez
Jane McCoy
Lynn McDonald
Ona McDonough
Sue McFeron
Linda McGlone
Marti McKim
Kelly J. and Teresa McMillian
Susan Merfeld
Sheryl Merrill
Eric and Sue Miller
Greta Miller
Ione Miller
Katherine Mitchell Mehle
Beade Mohr
Nadia Morgan
Monterey County Women
Lawyers Association
Monterey Peninsula Foundation
Constance Murray
Martha Myszak
Josie Nagy
Molly Nance
Mary Nunez
Janine Nunez Robinette
Patricia O’Keefe
Jo Marie Ometer Hogan
Maria Palazzolo
Stephen and Betsey Pearson
Felicia Perez Kausin
Mara Perkins
Marcia Perry
Roseanne Pierre
Pinnacle Bank
Kathleen Pokigo
Allison Pratt Shelling
Mary Pritchard
Nancy Quackenbush
Ruth S. Rachel
Maria G. Ramirez
Cheryl Ray
Gary Ray and Katy Castagna
Trinh Retterer
Kimberly Roberts
Francine Rodd
Gary and Robin Rodriguez
Suzan Rodriguez
Nikki Rossi
Joni Ruelaz
Anne Sanchez
Amy Sands
Santa Barbara Bank & Trust
Yvonne Santos
Lindsey Savage
Cathy Schlumbrecht
Stacey Schrader
Mary H. Schrady
Dan and Kristin Searle
Anne Secker
Deidra Serna
Lisa Shake
Marylou Shockley
Judith Spear
Tina Starkey Lopez
Kim Stemler
Steve Eimer &
Kevin Cartwright Fund
Danielle Stornetta
Scott Stroshane and
Heather Marquard
Jane Sullivan
Tanimura Family Foundation
Jeannie Tanimura-Ramirez
DeeAnn Thompson
Ruth Lyn Thompson
Monica M. Tovar
Traci Townsend
Wesley Van Camp
Jan Vanderbilt
Jennifer Vanoli
Priscilla Walton
Robin A. White and Lisa C. White
Brandy Wiggins
Elizabeth Winchester
Marvin J. and Karla Wolf
Linda Yellich
Jung Yi Crabbe
Bonnie Yokota
Christina N. Zimmerman
In Honor of my daugther
Nisha Addleman who
turned 18 this year
Jayanti Addleman
In Honor of Helen Aldisert
Teresa Del Piero
In Honor of Barbara Babcock
Phillip N. Butler and
Barbara Baldock
In Honor of Glenna Jean Blevins
Joyce Blevins
In Honor of Karen Csejtey
Morely Brown
In Honor of Phyllis D’Arrigo
Margaret D’Arrigo-Martin
In Honor of Doris Drost
Jamie Panziera
In Honor of Madison Fitz
Leigh Fitz
In Honor of Dale Gieg, Traci
Townsend, Cheri Townsend,
Anthony and Nadine
Townsend, Clarissa Miller,
Anna Marie Lopez, Mary
Gates, Carol Charney, Linda
Hanger and Dan Finklea,
Heather Hubanks, Nancy and
Gary Moon, Natalie and Barry
Flightner, Dora, Mario and
Rick Lopez, Candace Cate,
Kent and Laura Ciucci, Carny
Price and Steve Timsak, Tobi
Marcus
Traci Townsend
In Honor of Girl’s Inc.
Sue McFeron
In Honor of Ruth Hart
Ginger R. Pierce
In Honor of Shari Hastey
Chrissy Haines
In Honor of my amazing
daughter Thalia Hubbard
Toula Hubbard
In Honor of Emily Hull-Parsons
Yvonne Ascher
In Honor of Helen A. Lindley
Ginger Aguilar
In Honor of Tobi Marcus
Joan C. Crenshaw
In Honor of Tobi Marcus
Jennifer Martinez
In Honor of Tobi Marcus, Donna
Brandt and Konny Murray
Jean Stallings
Foodbank for Monterey County’s Family
Market in Castroville
In Honor of Jane McCoy
Robin Venuti
In Honor of Konny Murray
Barbara Donaker-Cohen
In Honor of Konny Murray
Ann M. Flood
In Honor of Konny Murray
James L. and Jeri Gattis
In Honor of Marcia Perry
Susan B. Franklin
In Honor of Emily Rowland
Susan Rowland
In Honor of Ray and
Celia Sanborn
Ken and Mary Wright
In Honor of Sharon Setliff
Carla A. Zilliox
In Honor of Danielle Shillcock
Renee Hardenstein
In Honor of Elaine Weiner
David K. and Marcia Hardy
In Memory of Barbara Rita Balbi
Sarah Bobione
In Memory of Eva Benavides
Maria Giannini
In Memory of Dorothy Carvie
Nancy A. Russell
In Memory of Suzanne Coyne
Linda Coyne
In Memory of Elizabeth Craig
Paula McChesney
In Memory of Bella Dakis
Susan Dakis
In Memory of Armenia Gaspard
Cindy Muscarello
In Memory of John and
Dorothy Gates
Mary E. Gates
In Memory of Clara and
Karen Gaucke
Carrie Mann
In Memory of Jessie Geyer
Leslie Geyer
In Memory of Herta Haeussler
Leila Emadin
In Memory of Mary Heying
Catherine A. Rusmore
In Memory of Dorothy Huebel
Michael Robert and
Jane Meade-Roberts
In Memory of Janice Huntley
and Ruth McCloud
Jan McAlister
In Memory of Mary Kall and
Alinda Franklin
Ericka Engleman
In Memory of Phil LaMori
Pilar Gose
In Memory of Phil LaMori
Judity Ritchie
In Memory of Joey Lasnik
Kathleen F. Adamson
In Memory of Jonathan Margolis
Adele Margolis
In Memory of Patricia McMurtrie
Stephanie McMurtrie
In Memory of Luci Lee Post
Linda J. Lee
In Memory of Betty Roth
Jamie Roth
In Memory of A. Scher
Ellen Scher
In Memory of Helen Slovak
Nancy Souza
In Memory of LaVonne Tosh
Bonnie T. Clark
In Memory of LaVonne Tosh
Richard and Sandra Pepe
In Memory of Sadye K. White
Lynne White-Dixon
Girls’ Health in Girls’ Hands
Initiative
The Peggy and Jack Baskin
Foundation
Comerica Charitable Foundation
Claire Giannini Fund
Monterey Peninsula Foundation
The David and Lucile Packard
Foundation
The Women’s Fund of the
Community Foundation for
Monterey County
In Kind Donors
1st Capital Bank
A2Z Printing
Big Time Video Services
Comerica Charitable Foundation
Robin DeFilippi
Geoff Smith Landscaping
Harden Foundation
Hartnell College
Hyatt Regency Monterey
Ken Young Construction
Kirk Kennedy Photography
McShane’s Nursery and
Landscape Supply
Monterey County Free Libraries
Molly Nance, Nance Creative
Richard Green Photography
Scheid Vineyards
Salinas Californian
Spectrum Imaging
Swenson and Sillaci
Visual Aids Electronics
LEAD Institute Coaches
LEAD & CNE Presenters
Amy Anderson
Yuri Anderson
Colleen Bailey
Gabriela Lopez Chavez
Robbie Gonzalez-Dow
Eric Johnsen
Stella Lauerman
Laura Lee Lienk
Flo Miller
Barbara Mitchell
Jan Phillips Paulsen
Elsa Quezada
Edy Rhodes
Annabelle Rodriguez
Mark Silberstein
Jennifer Williams
ZeroDivide
Stanford Alumni
Consulting Team
Barbara Bishop
Jim Graber
Alex Lilley
Brooks McChesney
Denny Paul
David Tarumoto
Ron Wormser
25
This list represents our donors in
2012. Inevitably with such a list,
oversights may occur. If there
has been an error or omission, we
apologize and ask that you notify
us at 831.375.9712 or
[email protected] so we may
correct our records and
recognize your generosity.
Rebecca Aced-Molina
Anne Auburn
Beth Breedlove
Liza Culick
Anna Foglia
Jennifer Hanlon
Denise Kaku
Terry McHenry
Lisette Miles
Pat Obuchowski
Jan Phillips Paulsen
Christine Silver
Lela Texeira
Ron Wormser
Nicole Young
Community Foundation for Monterey County
2012 Grant & Financial Highlights
The CFMC
Reached record assets of $155 million
Geographic Distribution
Realized a 13.9% return on invested assets
Received $15.6 million in contributions and
opened 18 funds
Peninsula
$1,685,956
(18%)
Granted more than $9 million countywide
2012
South County
$551,066 (6%)
$155,790,404
2010
Outside
Monterey County
$582,344 (6%)
$137,678,876
2008
$102,517,732
2006
Big Sur Area
$36,227 (0.4%)
$130,987,266
2004
2002
Salinas and
Salinas Valley
$2,068,162
(23%)
Countywide
$4,101,076
(45%)
Year End Total Assets 2002–2012
26
North County
$124,856 (1%)
$87,723,206
$63,090,161
Source of GRANT Funds
Total Grants from all Funds – $9,149,686
Program Area
Count
Grant Amounts
%
Animal Welfare
Arts & Culture
Basic Needs
Community Development
Education
Environment
Health
Historic Preservation
33
139
72
78
243
70
140
33
See graph page 8
808$9,149,686
100%
annual report 2012
267,521
3%
1,408,345
15%
2,090,391
23%
1,255,196
14%
1,951,88921%
562,8696%
1,382,51515%
230,960
3%
Competitive Grant Programs
$4,280,746
(47%)
Grants Recommended
by Donor Advisors
$2,162,392
(24%)
Payments from
Agency Funds held at CFMC
$2,443,098
(27%)
Scholarships
and Awards
$263,450
(3%)
COMMUNITY FOUNDATION FOR MONTEREY COUNTY
CONDENSED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS
FOR THE YEAR ENDED DECEMBER 31, 2012
Additions
Contributions*
Other income
$14,051,003
192,793
_____________
Total assets
14,243,796
_____________
Investment
income13,940,474
_____________
Grants and expenses
Grants*
Other operating expenses
8,752,128
2,136,052
_____________
Total grants and expenses
10,888,180
_____________
Increase in net assets17,296,090
_____________
Net assets
Beginning of year
116,997,355
_____________
End of Year
$134,293,445
_____________
CONDENSED STATEMENT OF FINANCIAL POSITION AS OF DECEMBER 31, 2012
Assets
Cash and equivalents
Contributions receivable
Other assets
Property and equipment, net
Investments, carried at market value
Mutual funds and equities
Cash and money market funds
Beneficial interest in remainder trusts
administered by other trustees
Investments held in charitable remainder trusts
18,349,016
_____________
Total assets
155,790,404
_____________
$8,297,015
7,259,894
638,731
1,844,992
111,586,482
6,576,663
1,237,611
27
Liabilities and net assets
Grants payable
Accounts payable and accrued expenses
Liabilities under split-interest agreements and charitable remainder trusts
Funds held for others
1,309,073
219,691
12,194,143
7,774,052
_____________
Total liabilities
21,496,959
_____________
Total net assets
$134,293,445
____________
This condensed Financial Statement was prepared by PMB Helin Donovan, LLP based on
audited financial statements prepared by them for the year ending December 31, 2012. A
copy of the complete audited financial statements or the IRS Form 990 can be obtained at
the Foundation’s office or online at www.cfmco.org.
*Net of contributions received and grants disbursed on behalf of nonprofit agency and
stewardship funds.
Community Foundation for Monterey County
Service
2012 BOARD COMMITTEES
ADVISORY COMMITTEES
Executive Committee
Community Impact Grant Committee
Craig Johnson – Chair, Ann Brown, Jeri Gattis,
Gail Delorey, Tonya Antle, Stephen Dart,
Kurt Gollnick
Audit Committee
Tina Starkey Lopez – Chair, Jim Claypool,
Gail Delorey, Craig Johnson, Rick Kennifer
Grants and Programs Committee
28
Ann Brown – Chair, Alfred Diaz-Infante,
Catherine Kobinsky Evans, Kurt Gollnick,
Craig Johnson, Tina Starkey Lopez, Kelly McMillin,
John Phillips, Mark Verbonich
Investment Committee
Stephen Dart – Chair, David Benjamin, Greg
Chilton, Gail Delorey, Bill Doolittle, Craig Johnson
Finance Committee
Gail Delorey – Chair, Ann Brown, Jim Claypool,
Stephen Dart, Craig Johnson
Governance Committee
Kurt Gollnick – Chair, Sarah Bouchier, Ann Brown,
Alfred Diaz-Infante, Jeri Gattis, Craig Johnson
Resource Development
Tonya Antle – Chair, Sarah Bouchier, Jeri Gattis,
Roberta Huntington, Craig Johnson, Rick Kennifer,
Mark Verbonich
Ann Brown, Greg Chilton, Jeanette Cisneros,
Patricia Clark-Gray, Jim Claypool, Meg Clovis
(Heritage), Jennifer Colby, Jackie Cruz,
Steve Dennis, Alfred Diaz-Infante, Len Foster,
Joe Grebmeier, Catherine Kobrinsky Evans,
Sharon Gish, Kurt Gollnick, Tina Starkey Lopez,
Ida Lopez Chan, Jose Martinez-Saldaña,
Regina Mason, Kelly McMillin, Melissa Mileff
Burnett, Maria Orozco, Cosme Padilla, Jon Perez,
John Phillips, Elliott Robinson, Francine Rodd,
Rosemary Soto, Judy Sulsona, Rose Vasquez,
Robin Venuti, Mark Verbonich, Mary Wright
LEAD Institute (Leadership Education
and Development) Advisory Committee
Nina Alcaraz, Gary Byrne, Christina Cuevas,
Karen Csejtey, Laura Kasa, Stella Lauerrman,
Barbara Mitchell, Sue Parris, Jan Phillips Paulsen,
Joy Rubey, Blanca Tavera
Konny Murray - Chair, Barbara Babcock,
Vivian Brennand, Ann Brown, Julie Cason,
Lisa Crawley, Joan Crenshaw, Karen Csejtey,
Petie Helfrich, Emily Hull-Parsons, Princess
Killens, Gerrie Mejia, Carissa Purnell,
Felicia Perez-Kausin, Traci Townsend
Women’s Fund Impact Committee
Konny Murray – Chair, Vivian Brennand,
Ann Brown, Joan Crenshaw, Karen Csejtey,
Emily Hull-Parsons, Felicia Perez-Kausin,
Catherine Kobrinsky Evans, Traci Townsend,
Jacqueline Wolf Women’s Fund Endowment
Tonya Antle – Chair, Sarah Bouchier,
Kevin Cartwright, Christine Dawson,
Julie Drezner, Jeri Gattis, Kathryn Harrison,
Tobi Marcus, Jan McAlister
Neighborhood Grant Committee
Tina Starkey Lopez – Chair, Greg Chilton,
Jackie Cruz, Catherine Kobrinsky Evans,
Maria Orozco, Cosme Padilla, Jon Perez
Real Estate Advisory Committee
Sarah Bouchier – Chair, Thomas Bohnen,
Christine Chin, Craig Johnson, Bill Mitchell,
John Mahoney, James Heisinger
Robert and Virginia Stanton
Endowment Committee
Ramona Smith – Chair, Stephen Dart, Kip Hudson,
J. Breck Tostevin, Iathan Annand, Craig Johnson
annual report 2012
Women’s Fund Grant Committee
(l to r) Stanton Committee members Craig Johnson, Iathan Annand,
Ramona Smith, Kip Hudson, J.Breck Tostevin (not pictured, Stephen Dart)
In Memorium
Frances Elgan
Legacy Society, Fund Holder
2012 Highlights
COMMUNITY IMPACT
PHILANTHROPIC LEADERSHIP
OPERATIONAL EXCELLENCE
Monterey Office
2354 Garden Road
Monterey, CA 93940
Phone: 831.375.9712
Fax: 831.375.4731
— Total Assets of $155 million
— Surpassed $100 million in historical grantmaking
— Awarded record $9 million in grants to 382 nonprofits
Salinas Office
945 S. Main St., Suite 207
Salinas, CA 93901
Phone: 831.754.5880
Fax: 831.754.5876
— Rolled out Community Impact grant program
Joan Elizabeth Hitchcock
Legacy Society, Fund Holder
— Launched Center For Nonprofit Excellence
— Developed Girls’ Health in Girls’ Hands Collaborative
— Grew Legacy Society to 159 members
— Created Philanthropic Services Officer Position
Email: [email protected]
<---- Full www.cfmco.org
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— Leveraged more than $2 million in co-investment from partners
— Completed Salinas office expansion and renovation of Monterey office
www.facebook.com/cfmco
— Earned 13.9% return on invested assets
Lenore Meyer
Legacy Society, Fund Holder
Eileen Murray
Fund Holder
29
@cfmco
Our accomplishments are made possible only through your support.
Counsel
Sidney M. Morris, Esq.
<---- Full Size Horizontal - Min
Heisinger, Buck & Morris
P.O. Box 5427
Carmel, CA 93921
831.624.3891
Member, Council on Foundations
Member, League of California
Community Foundations
<---- Mini Size Vertical - Mini
Confirmed in Compliance
with National Standards for
U.S. Community Foundations
<---MiniOsborne
Size Horizontal
-M
Graphic
Design:
Design
Publication Coordination: Amanda Holder
Community Foundation for Monterey County
Non-Profit
US Postage
PAID
2354 Garden Road • Monterey, CA 93940
www.cfmco.org
www.facebook.com/cfmco
30
Healthy, Safe, Vibrant Communities
Community foundation
for Monterey County
2012
a n n ua l r e p o r t
annual report 2012
Permit No 137
Monterey CA