2 0 11 a n n U a L r e P O r t
C ommunit y Found ation for M onterey C ount y
OUr miSSiOn:
To inspire philanthropy and be a
catalyst for strengthening communities
throughout Monterey County
Contents
i
message to the Community
2
vision, mission, values
3
Community impact
4-6
Strengthening Community
7-9
Grantmaking
10
Philanthropic Leadership
11
Doing the right thing – Bob nunes
12
inspiring Philanthropy
13-14
ways to Give (List of Funds)
15
Operational excellence
16-19
Contributors
20-21
Financial Summary
22-23
Board and Staff
24
volunteer Committees
QUiCk FaCtS
the Foundation received $10.4 million in new
contributions and 15 new funds were opened.
as of 12/31/11 assets totaled $135 million. the CFmC is
in the top 100 foundations in the country in asset size.*
$7,010,855 in grants, awards and scholarships were
approved for distribution to 396 grantees.
total operating expenses were 1.47 % of total assets.
*Columbus Survey
Cover kite photos courtesy: top left, MEarth Hilton Bialek Habitat; top right, Alliance on
Aging, bottom left, SPCA for Monterey County; bottom right, First Tee of Monterey County
and Monterey
County Free
Libraries
(photo by Richard Green)
A nnual
Rep
or t 2011
message
tO tHe COmmUnit Y
F r O m t H e C H a i r a n D P r e S i D e n t/ C e O
typically the letter from the Chair and President alludes to a
long list of organizational accomplishments. if we were to
strictly adhere to this format, we’d run out of room. 2011
was a very busy year at the Community Foundation for
monterey County. the year was launched by the December
2010 passage of a new strategic plan. this led to an
examination and eventual rewriting of our mission and
vision statements in early 2011.
Vision: Healthy, Safe, Vibrant Communities
Mission: To inspire philanthropy and be a catalyst for
strengthening communities throughout Monterey County
the strategic plan speaks to granting in a way that is clearer
and more accessible, as well as seeking more board and
community involvement. Grants and programs staff spent
2011 developing the Community impact grant program
that is now being implemented. the plan also reaffirmed
our commitment to enlarging our countywide presence.
this led to the expansion of the Salinas office, including the
creation of a conference room and executive offices. we
want the Salinas office to more deeply embed our work in
Salinas and Salinas valley, and be a space where groups
gather to sort out complex community issues.
policies, professional relationships and our facilities.
On the latter, we exercised a one-time option to
purchase the monterey office building. Our process
included the formation of a facilities committee that
researched other potential sites. when we realized our
current location was our best option, it then became a
question of whether to extend the lease or purchase.
we closed on the building in early December 2011.
as for governance, neither of us can remember working
with such an energized board of directors and staff.
in the area of professional relationships the investment
Committee distributed an rFP for investment consulting
services. we received many responses from an
impressive group of consultants. again a special
committee was formed to go through responses and
recommend firms to be interviewed. we were pleased
to hire the Seattle-based firm wurts & associates in
December.
this is just a sample of the many accomplishments of
2011. many more are detailed in this report. know
that your community foundation is hard at work —
taking flight — as it utilizes philanthropy and leadership
help to make monterey County stronger.
a section of the plan also addresses operational excellence.
this takes many forms, including governance, staffing,
kurt Gollnick
Board Chair 2011
Daniel r. Baldwin
President/CEO
know that your community foundation
is hard at work – taking flight – as it utilizes
philanthropy and leadership to help
to make monterey County stronger.
(l to r) Dan Baldwin, Kurt Gollnick
C ommunit y Found ation for M onterey C ount y
1
new
v iSi O n, m iSSi O n a n D va LU e S
vision
“Healthy, Safe, Vibrant Communities”
mission
To inspire
philanthropy and
be a catalyst for
strengthening
communities
throughout
Monterey Count y
values
we advance positive change through grantmaking, community
engagement and collaboration.
we build a legacy for future generations through responsible
stewardship of the resources entrusted to us.
we operate with the highest standards of integrity, ethics
and accountability.
we embrace inclusivity and diversity.
we commit to fairness and respect for the dignity of all people.
we are open and honest with our philanthropic partners,
grantees and the community.
we strive for excellence in all that we do.
Strategic Plan Goals
the CFmC’s new vision, mission
and values statements emerged in
2011 out of the 2010 strategic plan.
Our work this past year was driven
by our new direction, and the
accomplishments in this report
reflect the beginning stages of
implementation of our three
strategic planning goals.
GOaL 1: C O M M u N i T Y i M P A C T
invest in developing healthy, safe and vibrant
communities across monterey County.
GOaL 2: P h i L A N T h R O P i C L e A D e R S h i P
inspire and facilitate philanthropy throughout
monterey County.
GOaL 3: O P e R A T i O N A L e X C e L L e N C e
Optimize performance and stewardship for
maximum impact.
We invite you to par tner with us as we suppor t the vision of healthy, safe,
vibrant communities.
2
A nnual Rep or t 2011
Community impact
Invest in developing healthy, safe and vibrant communities
across Monterey County.
FOCUS Gr antmakinG tOwarD
S t r at e G i C r e S U Lt S
Grantmaking that supports local efforts to strengthen
monterey County communities is core to the CFmC’s
mission and role. we do this through funds established
over the years by many generous individuals. in 2011, the
CFmC made over $7 million dollars in grants to a range of
nonprofit organizations. (See grants list pages 7-9)
Compared to other community foundations of its size, the
CFmC has a relatively large pool of funds with unrestricted
or broad interest areas. with these resources, the board is
able to make strategic grant investments and provide
critical support to high-performing nonprofit
organizations in the areas of greatest need.
a major goal in 2011 was to focus and enhance
our grantmaking toward our
countywide vision of healthy, safe
and vibrant communities. the
year began with an extensive
needs assessment. we
examined our region’s
diverse needs, our field’s
best practices, and sought
community input on issues
that matter most.
in Fall 2011, the board adopted a new framework for its
largest competitive grantmaking program. the
Community impact Grants program (formerly known
as the General endowment) focuses on the people and
places of monterey County, highlighting impact and
seeking measurable results. these grants address four
program areas: investing in Our People, Strengthening
Our Communities, Celebrating Our Cultures and
Stewarding Our environment. each area has specific
priorities that are based on a review of local needs,
assets and opportunities. approximately $2 million will
be granted in 2012 guided by community-led grant
committees to advise the board on achieving its
strategic grantmaking goals.
StrenGtHen nOnPrOFit
SeC tOr e XCeLLenCe
another way that the CFmC broadened its community
impact was by planning the expansion of the
management assistance Program into the Center
for nonprofit excellence (Cne). the Center will
help nonprofits connect, lead and thrive
in the face of changing economic
and operating realities. (See page 4)
Molly with DLI volunteer at
Christine Marie’s Star Riders
C ommunit y Found ation for M onterey C ount y
3
Strengthening
Neighborhoods
neiGHBOrHOOD GrantS PrOGram
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 small grants ranging from $500 to $4,000 to resident-led
groups throughout monterey County. in 2011, nGP awarded 21 grants
totaling $50,000.
neighborhood grants support advocacy and self-help groups,
neighborhood associations and watches, youth sport teams, arts groups
and more. Groups are selected based on various criteria including:
community need, population served, organizational capacity,
geographical location and the project’s overall impact.
in addition to financial support, nGP provides on-going technical assistance
to its grantees in leadership development, fundraising, planning and
membership recruiting. recent workshops include: Developing a vision
and mission Statement, Financial management, How to Open a Bank
account and How to Create and evaluate an action Plan.
Dancers from Ballet Folklorico Tapatío of
King City perform at NGP Awards Ceremony
Strengthening
Nonprofits
manaGement aSSiStanCe PrOGram
Since 1997, the CFmC has provided training and other
services to strengthen local nonprofits through our
management assistance Program. Last year we offered
13 workshops serving nearly 300 participants on topics
such as social enterprise, strategic alliances, fund
development and board governance. $51,850 in technical
assistance grants was awarded to 17 organizations for
uses from strategic planning to fundraising software. Staff
provided one-on-one assistance to over 150 organizations
through confidential consulting and resource sharing. the
LeaD institute (Leadership education and Development)
is now in its third year of training emerging nonprofit
leaders. a total of 54 accomplished managers from
monterey, Santa Cruz and San Benito Counties have
participated.
in 2011 we identified ways to further increase our
effectiveness based on a strategic plan goal of
4
A nnual Rep or t 2011
Graduates of the 2010/2011 LEAD Institute bring the
total to 54 participants to date
“strengthening nonprofit sector excellence.” Seven local
listening sessions and an advisory group of regional and
national experts provided input and deepened our
understanding of the challenges facing nonprofits and
strategies to support them.
the path to helping local nonprofits thrive in changing
circumstances and build a base for future opportunities is
clear. 2011 laid the groundwork for the new Center for
nonprofit excellence to build on and replace the
management assistance Program. this new approach is
now underway.
For more information visit www.cfmco.org/cne.
LEAD received partial funding from the Community Leadership Project, a joint
effort funded by The David and Lucile Packard, James Irvine, and William and
Flora Hewlett foundations to strengthen grassroots organizations that serve
low-income people and communities of color.
Strengthening
Community
Animal Welfare
31 grants totaling $334,341
$83,029 from Donor advised Funds
SPCA MONTeReY COuNTY
$135,000 for the “Take the Lead” program
for at-risk youth
Coach Jose Gil celebrates with players. Courtesy of The Salinas
Californian
the mission of the SPCa for monterey County is to assure
compassionate and humane treatment of all animals in our
community. the SPCa provides services to over 12,000 animals
each year. Services include pet adoption, low-cost spay/neuter,
humane investigations, wildlife rescue and rehabilitation, lost and
found services and humane education programs.
the CFmC awarded a three-year grant to expand the SPCa’s
“take the Lead” program. this unique program matches at-risk
youth with untrained shelter dogs for what the SPCa describes as
a win-win. Youth participants, many of whom have been
involved in gangs, are given responsibility to care for and train
dogs that are under-socialized and therefore not adoptable. the
youth have a socially positive experience taking responsibility for
a living creature. the dogs get training and a bonding
experience with a caring person, and the SPCa is ultimately able
to find homes for 95% of these homeless dogs within thirty days
of completing the program.
the 10-week program works with juvenile male detainees at the
monterey County Probation Department Youth Center, students
with behavior problems, and foster care children who are wards of
monterey County Child welfare System. the SPCa had requests
to bring the program to new sites but did not have the capacity to
expand. this grant is helping to double the
number of dogs and youth served and
undertake a program evaluation which is
key to attracting additional support for
this powerful program.
Youth Sports
9 grants totaling $25,200
$500 from Donor advised Funds
GiL BASKeTBALL ACADeMY
$10,000 for program expenses
Formed in 2010, Gil Basketball academy (GBa)
uses basketball to promote positive youth
development activities for children and teens
in east Salinas.
GBa exemplifies how local grassroots and
volunteer organizations utilizing out-of-school
time can have a positive impact in young people’s
lives. GBa builds self-confidence and character in
youth revolving around five guiding principles of
resiliency, respect, responsibility, sportsmanship
and family.
Last year, GBa served approximately 243 youth
(182 boys, 61 girls) enrolled in one of their six
age-specific programs: Lil’ Dribblers (ages 4-5),
Junior Ballers (6-7), Bee Ballers (8-9), miniHoopsters (10-12), and High Hoops (13-17). Boys
and girls have access to basketball camps, clinics,
and individual coaching sessions in shooting,
passing, dribbling, rebounding and defense. a
former neighborhood Grants Program grantee,
GBa is an emerging organization with an already
strong track record of youth development.
this is a way to replace anger
with love for the animal.
— “take the Lead” participant from the
monterey County Youth Probation Center
C ommunit y Found ation for M onterey C ount y
5
5
Strengthening
Community
health
84 grants totaling $858,056
$174,548 from Donor advised Funds
SALuD PARA LA GeNTe, iNC.
$40,000 for Children’s Dental Disease
Prevention and Treatment Program
Since 1999, Community Oral Health Services’
mobile clinics have reduced barriers to dental care
for monterey County’s underserved children,
including inadequate or no insurance coverage,
inability to pay for care, lack of transportation, and
shortage of dentists who treat children.
in 2011, Community Oral Health Services became a
program of Salud Para La Gente. this organization
delivers comprehensive (medical, dental, eye, and
adult day health care) and cost-effective healthcare,
at 16 sites, in response to the needs of the lowincome and migrant communities.
Dental health care is an important part of overall
health as problems in the mouth can affect the rest
of the body. Left untreated, dental pain makes it
difficult for children to eat properly and to
concentrate on school work. Oral infection impacts
overall health and increases absences from school
for children and from work for their parents.
a grant supported dental cleanings and exams for
275 children, comprehensive dental care and
restorations for 25 children, and preventive oral
health education for 300 parents in Pajaro,
marina, Salinas, and Greenfield.
Campers with Family Ties Recreation Coordinator Harriet Paskins (front,
kneeling) at a week-long day camp that introduced Family Ties children to
new outdoor skills and experiences
human Services
212 grants totaling $1,921,814
$488,112 from Donor advised Funds
KiNShiP CeNTeR
$20,000 for the “Family Ties” Program
kinship Center creates and supports permanent families for
children through adoption, relative caregiving or other
guardianship. their services focus on helping children heal
from past abuse, neglect or abandonment and grow to
healthy adulthood.
kinship Center serves up to 2,000 children each year, mostly
those whom many others consider too difficult to help;
severely traumatized children, older teenagers, children with
disabilities, large sibling groups, and drug-affected infants.
kinship Center believes that every child deserves a family,
and kinship Center helps make it happen. their
commitment is to permanent rather than temporary
solutions, as decades of research have shown that children
need stable, permanent families in order to thrive.
a grant was awarded to support their “Family ties”
program, a comprehensive support for relatives, mostly
grandparents, who have unexpectedly taken on the
permanent care of children. each year the program serves
about 350 relative caregivers and their children in Salinas,
Greenfield and Seaside and saves approximately $3 - 4
million in child welfare costs. in 2011 no children in the
program returned to foster care and only six children have
returned to foster care since 2002.
A student at Castroville Elementary School receives dental services
from Salud Para La Gente.
6
A nnual Rep or t 2011
$7 Million Granted
Grantmaking Overview
Competitive Grant
Programs
$3,069,997
(44%)
CFMC grants are spread across a broad range of interest
areas and span the geography and communities of
Monterey County. The examples described in this
report are just some of the stories of the impact
of individual grants. Each of the grants in the
Scholarships
following list has its own story to tell.
Geographic Distribution
Peninsula
$1,747,022
(25%)
Source of Funds
Grants Recommended
by Donor Advisors
$2,053,828
(29%)
Payments from
Agency Funds held at CFMC
$1,717,249
(24%)
and Awards
$197,865
(3%)
Salinas and Valley
$1,035,750
(15%)
Countywide
$3,078,761
(44%)
Outside
Monterey County
$646,512 (9%)
South County
$319,836 (4%)
Over $7 Million
Granted Countywide
North County
$185,430 (3%)
Big Sur Area
$25,626 (0.4%)
2011 CFMC Grants List
Awards*
Anthony Nicholas Narigi Memorial
Baseball Endowment Awards
Carol C. W. Butterfield Bacon Award
Dr. William D. Barr Awards for Excellence
in Educational Leadership
Leslie Eliason Excellence in
Teaching Award
The Allen S. Griffin Excellence in
Teaching Awards
Monterey County Gives! Ingenuity Award
Monterey County Gives!
Most Donors Award
Monterey County Gives! Most Donors
Under Age 35 Award
Outstanding Philanthropic Young Adult
Outstanding Philanthropic Youth
Mildred Willemsen Excellence in
Teaching Awards
Communities Advancing
the Arts
City of Monterey
Forest Theater Guild
Designated Agency
Distributions
AIA Monterey Bay Chapter
All Saints Episcopal Day School
Alliance on Aging
ALS Association - Golden West Chapter
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. - San Francisco Region
Carmel Bach Festival
Carmel Foundation
Carmel Music Society
Carmel Public Library Foundation
Catholic Charities
Central Coast Hospice Foundation
Central Coast Lighthouse Keepers
Chamber Music Monterey Bay
Chartwell School
Child Family Health International
Community Hospital Foundation
Community Partnership for Youth
The Del Monte Forest Foundation
Diocese of Monterey
Door to Hope
Elkhorn Slough Foundation, Inc.
Food Bank for Monterey County
Forest Hill Manor
Foundation for Monterey County
Free Libraries
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
MCOE Monterey County Scholarship
Awards Program
Meals on Wheels of the
Monterey Peninsula
Meals on Wheels of the Salinas Valley, Inc.
Mexican American Opportunity
Foundation
Monterey County Film Commission
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
Oglala Lakota College
Old Capital Club
Pacific Grove Museum of Natural History
Pacific Repertory Theatre
Palma High School
Prayer Book Society – Monterey Bay
Chapter
Sacred Heart Catholic Church
Sacred Heart School
Salinas Valley Memorial Hospital
Foundation
Salvation Army - Monterey
Peninsula Corps
SPCA of Monterey County
St. Timothy Foundation, Inc.
Sun Street Centers
Robinson Jeffers Tor House Foundation
Tularcitos Parent Teacher Organization
United Way of Monterey County
Ventana Wilderness Alliance
The Western Stage
York School
Youth Music Monterey
YWCA Monterey County
Distinguished Trustee
Grant in honor of
Mike and Mary Orradre
Rancho Cielo
C ommunit y Found ation for M onterey C ount y
7
2011 CFMC Grants, continued
NGP grantee Otis Park Neighborhood Association members watering the
newly planted landscaping
Donor Advised
21st Century Parks, Inc.
African Wildlife Foundation
Ag Against Hunger
Agriculture and Land Based Training
Association
Alisal Center for the Fine Arts
Alisal Community Healthy Start
All Saints Episcopal Day School
Alliance on Aging
Alzheimer’s Association
American Cancer Society
American Conservatory Theater
American Red Cross – Monterey Bay Area
Chapter
American Red Cross – Greater
Ozarks Chapter
American Society for the Prevention of
Cruelty to Animals
Animal Ark
Animal Friends Rescue Project
Animal Health and Safety Associates
Anti-Defamation League
Ariel Theatrical, Inc
Arts Council for Monterey County
Arts Habitat, Inc.
Bay View Academy
Beacon House
Big Brothers Big Sisters of the Bay Area
Big Brothers Big Sisters of
Monterey County
Big Sur Health Center
Big Sur Land Trust
Big Sur Learning Project
Big Sur Volunteer Fire Brigade
Blind and Visually Impaired Center of
Monterey County
Boys & Girls Clubs of Monterey County
California Maritime Academy Foundation
Camerata Singers
Canine Companions for Independence
Carl Cherry Center for the Arts
Carmel Art Association
Carmel Bach Festival
Carmel Foundation
Carmel High School
Carmel High Sober Grad
Carmel Mission Basilica
Carmel Mission Foundation
Carmel Music Society
Carmel Public Library Foundation
Carmel Valley Historical Society
Carmel Valley Manor
Carmel Valley Rotary Endowment Fund
8
A nnual Rep or t 2011
Carmelite Monastery
CASA Monterey County
Castleton Ranch Horse Rescue
Catholic Charities (local)
Catholic Charities USA
Cedars-Sinai Medical Center
Center for Biological Diversity
Central California Council of
American Youth Hostels
Central Coast HIV/AIDS Services
Central Coast Hospice Foundation
Central Coast VNA & Hospice
Chamber Music Monterey Bay
Chartwell School
Chatham College
Children’s Hospice and Palliative
Care Coalition
Christine Marie’s Star Riders
Church in the Forest
City of Carmel-by-the-Sea
City of Monterey
Coalition of Homeless Services Providers
Community Foundation for
Monterey County
Community Hospital Foundation
Community Human Services
Community Partnership for Youth
Continuing Development, Inc.
CSUMB University Corporation at
Monterey Bay
Cypress Community Church
Dance Kids of Monterey County
Defenders of Wildlife
The Del Monte Forest Foundation
Development Engineering
Research Institute
The Discovery Fund for Eye Research
EarthJustice
Easter Seals Central California
El Sistema USA / Salinas (YOSAL)
El Teatro Campesino
Elkhorn Slough Foundation, Inc.
Environmental Defense Fund
Everyone’s Harvest - Cosecha Para Todos
The First Tee of Monterey County
Food Bank for Monterey County
Foundation for Monterey County
Free Libraries
Franciscan Workers of Junipero Serra
Friends of Animals
Friends of Parents’ Place
Friends of Sunset Foundation
Friends of the Andy Ausonio Library
Friends of the Hopkins Marine Station
Friends of the Pacific Grove Library
Girl Scouts of California’s Central Coast
Global Majority
Golden State YMCA – Camp Sequoia Lake
The Gorilla Foundation
Greenpeace Fund
Guide Dogs for the Blind
Guiding Eyes for the Blind
Habitat for Humanity Monterey County
Hebrew Free Loan Association
McGowan House Center
Hope Center
HOPE Services
Housing Resource Center of Monterey
County
Humane Society of the United States
Interfaith Outreach of Carmel
Interim, Inc.
The International School of Monterey
Jacob’s Heart Children’s Cancer
Support Services
Josephine Kernes Memorial Pool
KAZU-FM Radio 90.3
King’s College
KQED
LandWatch Monterey County
Legal Services For Seniors
Life is For Everyone, Inc.
Lyceum of Monterey County
Marine Life Studies
The Marine Mammal Center
Meals on Wheels of the
Monterey Peninsula
Hilton Bialek Habitat
Miss Porter’s School
Monterey Bay Aquarium
Monterey Bay Blues Festival
Monterey Bay Symphony Association
Monterey County Business Education &
Research Institute
Monterey County Free Libraries
Monterey County Historical Society, Inc.
Monterey County Rape Crisis Center
Monterey County Symphony Association
Monterey County Youth Museum
Monterey History & Art Association
Monterey Institute of International Studies
Monterey Museum of Art
Monterey Peace and Justice Center
Monterey Peninsula Community Theatre
Company
Monterey Peninsula Choral Society
Monterey Peninsula College Foundation
Monterey Peninsula Foundation for
Birdies for Charity
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 Coalition Building Institute
National Instructors Association for Divers
with Disabilities
National Parks Foundation
Natividad Medical Foundation
Natural Resources Defense Council
The Nature Conservancy
NCGA Foundation
Nevada Museum of Art
The Ocean Conservancy
The Offset Project, Inc.
Our Lady of Refuge Church
Pacific Grove Art Center
Pacific Grove Middle School
Pacific Grove Museum of Natural History
Pacific Legal Foundation – National
Litigation Center
Pacific Repertory Theatre
Palma High School
Panetta Institute for Public Policy
Paralyzed Veterans of America
Peace of Mind Dog Rescue
PEO Sisterhood – Chapter PG
Planned Parenthood Mar Monte
Point Lobos Foundation
Prunedale Senior Center, Inc.
Rancho Cielo
Realitree for EcoLogic Design Labs
Realitree for High Street Studios
Redwings Horse Sanctuary
Religious of the Sacred Heart
Reno Chamber Orchestra
Reno Philharmonic Orchestra
Rising World, Inc. (Rising International)
The Rotary Foundation
Ruth’s Shawl
Sacajawea Elementary School
Sacajawea PTA
Sacred Heart Catholic Church
Saint Andrew’s Abbey
Salinas Community YMCA
Salinas Public Library
Salinas Rotary Club Charitable Fund
Salinas Young Life
Salvation Army – Monterey Peninsula
Corps
Salvation Army – Kansas & Western
Missouri Divisional HQ
San Carlos Cathedral
San Francisco Opera Guild
Save The Redwoods League
Save The Whales
The Seeing Eye
Sentinels of Freedom Scholarship
Foundation
Sewickley Academy
Shelter Outreach Plus
Sierra Club Foundation
Sisters of Notre Dame
Smuin Ballet
Sol Treasures Arts and Cultural
Enrichment Center
SPCA for Monterey County
Special Kids Crusade
SpectorDance
St. Clare’s Retreat and Convent
St. Mary’s Foundation
Stanford Business School
Stanford University School of Medicine
Stevenson School
Sun Street Centers
Sunset Cultural Center
Surfrider Foundation – Monterey Chapter
The Sustainability Academy
Tahoe Rim Trail Association
That Man May See – Koret Vision Institute
Thunderbird Lodge Preservation Society
The Tides Foundation
Truckee Donner Land Trust
Turtle Island Restoration Network
UC Santa Barbara Foundation
United States Fund for UNICEF
United Jewish Community of the
Monterey Peninsula
United States Holocaust Memorial
Museum
United Way Monterey County
University of CA Cooperative Extension,
Monterey County
University of Nevada at Reno
University of Pennsylvania Trustees
vajrayana Foundation
ventana wilderness alliance
ventana wildlife Society
the village Project
vna Community Services
the wilderness Society
world wildlife Fund
York School
Youth arts Collective
Youth music monterey
YwCa monterey County
Thomas Doud, Sr. and
Anita M. Doud Fund i
City of monterey
Department of Parks & recreation –
monterey District
Friends of the monterey Public Library
monterey History & art association
monterey museum of art
General endowment
(Became Community impact
Grants in 2012)
aCtiOn Council of monterey County
aCtiOn Council for Friends of
independent transportation network
aCtiOn Council for Breakaway
College access
aCtiOn Council for Family resource
Center network
ag against Hunger
agriculture and Land-Based training
association
alisal Center for the Fine arts
american red Cross - monterey Bay area
Chapter
animal Friends rescue Project
ariel theatrical, inc.
arts Council for monterey County
arts Council for monterey County for
the Creative monterey County action
Plan Update
Big Sur Land trust
Big Sur volunteer Fire Brigade
Boys & Girls Clubs of monterey County
Carmel Bach Festival
Carmel Foundation
Center for Community advocacy
Center for Community advocacy for
Poder Popular
Central Coast Center for
independent Living
Central Coast Hiv/aiDS Services
Central Coast Hiv/aiDS Services for
Share the Care
Central Coast Hospice Foundation
Central Coast YmCa
Chamber music monterey Bay
Chartwell School
Christine marie’s Star riders
City of Carmel-by-the-Sea
Clinica de Salud del valle de Salinas
Coalition of Homeless Services Providers
Community Bridges /Puentes de la
Comunidad
Community Human Services
Community of Caring, monterey Peninsula
Community Partnership for Youth
Conflict resolution and mediation Center
Cultural Council of Santa Cruz County
el Sistema USa / Salinas (YOSaL)
elkhorn Slough Foundation, inc.
Family Service agency of the
Central Coast
Food Bank for monterey County
Foundation for monterey County Free
Libraries
George L. mee memorial Hospital
Gil Basketball academy
Girl Scouts of California’s Central Coast
Girls inc. of the Central Coast
Harmony at Home
Housing resource Center
interim, inc.
Jacob’s Heart Children’s Cancer
Support Services
Josephine kernes memorial Pool
kinship Center
Leadership monterey Peninsula
Legal Services for Seniors
Life is For everyone, inc.
Loaves, Fishes & Computers, inc.
LULaC Council #2055
meals on wheels of the monterey
Peninsula
meals on wheels of the Salinas valley, inc.
Hilton Bialek Habitat
monterey Bay Blues Festival
monterey Bay Sanctuary Foundation
monterey County agricultural &
rural Life museum
monterey County Police activities League
monterey County rape Crisis Center
monterey County Symphony association
monterey History & art association
monterey Jazz Festival
monterey museum of art
monterey Peninsula College Foundation
national Steinbeck Center
nCGa Foundation
O’neill Sea Odyssey
Pacific Grove museum of natural History
Pacific repertory theatre
Partners for Peace
raising a reader
restorative Justice Partners, inc.
Salinas valley High School ag, inc.
Salud Para La Gente, inc.
Salvation army Service extension Division
Save Our Shores
Second Chance Youth Program
Seniors Council of Santa Cruz &
San Benito Counties
Students from
Sunset Center’s
Classroom
Connections arrive
at the Sunset Center
to see a special matinee
of “Ten West” Vaudeville
duo from Los Angeles
Shelter Outreach Plus
Sol treasures arts and Cultural
enrichment Center
SPCa of monterey County
Special kids Crusade
SpectorDance
Sun Street Centers
Sunrise House
Sunset Cultural Center
turning Point of Central California
University Corporation at monterey Bay
ventana wildlife Society
vna Community Services
watsonville Law Center
Youth arts Collective
Literacy Campaign Fund
alisal Community Healthy Start
Chartwell School
CHiSPa
Community alliance for a
Sustainable economy
Farmworker institute for education and
Leadership Development
Housing resource Center of
monterey County
king City Family resource Center
Literacy Campaign for monterey County
monterey County Free Libraries
monterey Peninsula Unified School
District
Salinas valley Community Church
Soledad Unified School District
Neighborhood Grants
Program
aguila real de Soledad
asamblea de Poder Popular de Gonzales
Ballet Folklorico tapatio
Castroville neighborhood watch Program
CHiSPa vineyard Green
neighborhood watch
CHiSPa walnut Place
neighborhood watch
Folklorico de Chualar
Friends of Life Cycle after School
tutoring Program
Greenfield Farmworker’s institute
Grupo de apoyo Padres Compartiendo
king City Culture academy
Los Olivos - riker neighborhood
association
monarch C.a.r.e.S.
monte Bella Community
Otis Park neighborhood association
Padres de ninos especiales del Sur del
Condado
Padres e Hijos Creciendo Juntos
Poder Popular de Salinas
Salinas valley Youth Soccer League
San Jerardo Cooperativa
valley of the artists
Opportunity
aCtiOn Council of monterey County for
Pajaro Latino Business association
alliance on aging
Lyceum of monterey County
the marina Foundation
vna Community Services
watsonville Law Center
Scholarship Funds*
the Bissell Fund
Carmel High School Class of 1952
Bill Clapper memorial music Scholarship
James Bliss & annette Sward Forestry &
nursing Scholarship
David L. Ferguson Scholarship
Flagg Scholarship Fund
Grover Hermann Foundation Fund
ed kennedy Journalism Scholarship
kier memorial Scholarship
the Jim martin Scholarship
robert Hattori nakamura memorial
Scholarship
kristopher Pallastrini Fund
the Harles r. Sarment College
endowment
Charles Joseph watts Scholarship
Shelley watts Scholarship
Horace H. wilson Scholarship
Robert and Virginia Stanton
endowment
american red Cross – monterey Bay
area Chapter
Chartwell School
Dance kids of monterey County
el Sistema USa / Salinas (YOSaL)
meals on wheels of the
monterey Peninsula
monterey County Symphony association
monterey History & art association
monterey museum of art
South monterey County Center for
Performing arts
Youth arts Collective
Youth music monterey
Technical Assistance
aCtiOn Council for Breakaway
College access
aCtiOn Council for nonprofit association
of monterey County (namC)
Carmel river watershed Conservancy
CaSa monterey County
Food Bank for monterey County
Friends of Parents Place
Girls inc. of the Central Coast
Housing resource Center of
monterey County
Legal Services for Seniors
Life is For everyone, inc.
monterey FireSafe Council
monterey History & art association
monterey museum of art
Partners for Peace
Point Lobos association
SpectorDance
YwCa monterey County
Women’s Fund
Community Human Services
Hartnell College Foundation
monterey Peninsula College Foundation
natividad medical Foundation
Youth arts Collective
YwCa monterey County
* For a list of awardees, please
see www.cfmco.org/awards
C ommunit y Found ation for M onterey C ount y
9
Philanthropic Leadership
Inspire and facilitate philanthropy throughout Monterey County
Philanthropy fuels grantmaking which
creates community impact. Creating impact,
in turn, inspires philanthropy. —Dan Baldwin
“to inspire philanthropy” has always been integral to the
work of the CFmC and is now core to our new mission
statement. we are here to help our partners make the most
of their charitable giving. By growing the Foundation’s
assets through new funds, bequests and contributions to
existing funds, we support local nonprofits and a
community impact grant program that is fully responsive to
the changing needs in our county, and build on our role as
leaders to help address important local issues.
the CFmC granted over $7 million in 2011, to more than
350 nonprofits (see complete list pages 7–9). By making
successful grants, sharing fund holder stories and honoring
local philanthropy through our annual Distinguished
trustee award, our hope is that those who desire to give
back to monterey County will choose the CFmC as a
trusted partner in their charitable giving.
enHanCe FUnD HOLDer
PHiLantHrOPY
the CFmC is committed to proactively engaging fund
holders in support of their philanthropic goals and to
expose them to a wide range of nonprofits, community
needs and potential impacts. to better achieve this, we
implemented DonorCentral, which gives donor advisors
24-hour online access to their funds. Fund holders can
Photo by richard Green
GrOw PHiLantHrOPiC aSSetS
Legacy Society Luncheon
communicate priorities, allowing us to suggest projects
that match their interests. we can also connect likeminded donors to discuss areas of mutual interest and
support.
Seek FUnDinG PartnerS FOr
G r e at er CO m m U n i t Y i m PaC t
By sharing our priorities with funding partners such as
other grantmakers we attracted $1,000,000 for increased
benefit to local communities. Grants included $600,000
from the California endowment and the monterey
Peninsula Foundation to support the renovation of the
Cesar Chavez Library in Salinas, $250,000 from the
Grover Hermann Foundation to support CFmC
grantmaking, and $150,000 from the william and Flora
Hewlett, James irvine and David and Lucile Packard
Foundations for the Community Leadership Project.
DiStinGUiSHeD trUStee awarD – Mike & Mary Orradre
Photo by richard Green
the CFmC annually honors an individual or couple who demonstrate exceptional
generosity and commitment in supporting charitable causes in monterey County.
Last year the award was presented to mike and mary Orradre.
“the Orradres embody what giving back is all about. they contribute their time
and talent, as well as their financial resources and make an important difference in
programs.” —CFmC 2011 Board Chair,
local youth development and education programs.
kurt Gollnick
10
A nnual Rep or t 2011
As award recipients, the Orradres (shown here with their gift of a CFMC-commissioned painting) designated
a grant of $10,000 from the CFMC to the Rancho Cielo Youth Campus
POrtr ait in PHiL antHrOPY — BOB nUneS
Bob nunes is an icon of Salinas valley agriculture. He is
hardworking, humble and straightforward. raised in
Chualar, he and his brother tom have been in farming
for nearly 60 years, developing two namesake
companies characterized by innovation. Creative ideas
over the years included film-wrapping lettuce, producing
a documentary about the company, having growers use
a pooling method to calculate returns, capitalizing on
the power of promotion, and convincing actress Brooke
Shields (and later other celebrities) to represent the
“Foxy” brand.
Bob’s giving philosophy, in contrast, is simple: “it just
seems like the right thing to do.” Bob was introduced
to the Community Foundation by former board chair,
Basil mills. Basil told him about the work of the CFmC
while also encouraging him to join the alexis de
tocqueville society of the United way of monterey
County. Bob then established two donor advised funds
at the Community Foundation. Over the years Bob has
supported grants to several organizations
through his funds.
when asked what prompted him to
include his fund at the Community
Foundation in his estate plans, Bob
responded “i’ve had time to
reflect and think about what’s
important to me. when you get
to be older you realize you
can’t wait much longer.
For this reason, i made it a
point to take care of things.”
He wanted a record of his
desires and so he designated
his fund to benefit causes that
he cares about.
Photo by richard Green
Doing the Right Thing
He keeps his giving local,
knowing that every community has a framework for
getting help where it’s needed. though he recognizes
there are many worthwhile agencies and reasons to give,
Bob has very clear interests: “i want to help the vulnerable:
the very old, the very young, the very poor, very sick and,
of course, animals.”
it just seems like the right thing to do.
—Bob nunes
an animal lover since childhood, Bob raised pigs in 4H and
fed the plow horses that his Dad didn’t have the heart to
get rid of when they’d outlived their usefulness. this soft
spot for those who, through no fault of their own, are in
difficult circumstances runs in the family. more recently
Bob adopted a dog, “Stuart,” from the SPCa.
Bob has built a successful business where his son,
granddaughter, nephews and great nephews now work.
it’s clear that this legacy, and the benefit of his generosity
to local nonprofit organizations, are both extremely
gratifying. “i’m fortunate to have acquired what i have
and i feel i should share it. it’s really that simple.”
trUS tee awarD HOnOreeS
2011 –
2010 –
2009 –
2008 –
2007 –
2006 –
2005 –
2004 –
mike and mary Orradre
Bob and Sue antle
Julie Packard
Sherrie mcCullough
maggie Downer
Clint and Dina eastwood
ed and terry Haber
michael mcmahan
neal mcmahan
marsha mcmahan Zelus
2003 –
2002 –
2001 –
2000 –
1999 –
1998 –
1997 –
1996 –
1995 –
Davis Factor, Jr.
Joanne taylor-Johnson
Hilton and roberta Bialek
william and nancy Doolittle
Jim and Jeri Gattis
Patricia tynan Chapman
margaret Owings
Basil e. mills
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
C ommunit y Found ation for M onterey C ount y
11
11
Inspiring
It means a lot to know that what
I love most will be supported.
Giving through your estate is a chance to reflect what
you valued most during your lifetime. The CFMC
ensures that your wishes and priorities are honored
into perpetuity. How will you express your values,
experiences and interests to the next generation? By
carefully planning your estate, you can benefit yourself,
your family and your community. With thoughtful
preparation now, you can be sure your assets will be
directed to the causes that matter most to you.
The Legacy Society
recognizes individuals
who have included the
Community Foundation in
their will or estate plan,
created an endowed fund
or made the Foundation
the beneficiary of a
life-income gift.
Anonymous (5)
Yvonne A. Ascher and
Leonard Laub
Tony Ayres
Daniel Baldwin and
Anne Ylvisaker
Robert P. Balles
John B. and Alice Bergin
Paul P. Bianchi
Nancy Bletzer
James W. Bogart
Thomas P. Bohnen
Julie A. Cason and
Lisa K. Crawley
Joseph and Betty Chaffers
Robert and Patricia Chapman
Katherine M. Coopman and
Joyce Blevins
Margaret D’Arrigo-Martin
Wallace F. and Lucille Davis
Martin Dodd
12
A nnual Rep or t 2011
William and Nancy Doolittle
Julie Drezner
Stephen Eimer and
Kevin Ann Cartwright
Frances H. Elgan
David and Roberta Elliott
Mrs. T. Conway Esselstyn
Lowel I. Figen
Cyrus and Jean Fitton
Crawford E. and Linda Foy
Donald and Frances Gaver
Rodney and Betty Guilfoil
Mrs. Terry Haber
Lyle Hall
Thomas and Marijka
Hart Hawley
Ruth Hartmann
Peter C. Hatton
Virginia O. Hawes
Dick Hawkinson
Richard Hobley and
Deborah Steel
Jeanne S. Holmquist
Robert L. and Millie House
Jack Jewett
Joanne Taylor Johnson
Mark and Susan Johnson
Karen D. Kadushin
Mary Ann Kane
Alice V. Kinsler
Paul Lawrence and
Marian Buccafurni
David S. and Norma Lewis
Photo by Richard Green
—Legacy Society member, Connie Shelstad
Mary Wright, Ken Wright, Jeri Gattis, Valera Lyles, Julie Drezner, Deborah Steele,
Richard Hobley and Jeanne Holmquist wearing their new Legacy Society pins
Esther H. Lindsey
Robert H. and Sandra 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
Thomas E. and
Sherrie McCullough
Thomas D. Melville
Lenore Meyer
Joanne Millard
Sidney and Lynn Morris
Tony and Lary Muller
Alec and Kim Murdock
David M. Nee
Vicki Nelson
Diane R. Nonella
F. Robert Nunes
Alfred P. Oliverio
Charles T. Olvis and
Miranda S. Morris
Nicholas M. and
Nicolette Pasculli
John and June Dunbar Phillips
Gregory A. and
Winoma Plaskett
Margaret L. Radunich
Rex and Joan Reade
Paul Rochester
Lee and Shirley Rosen
James C. and Maureen Sanders
Kenneth C. Schley and
Susan Freeland
Carol Shade
JeriAnn Shapiro
Connie Shelstad
Robert B. 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
Judith Sulsona
Tom Sweeney
Robert and Leslie Taylor
Isabel Teresa
Fredrick W. Terman and
Nan Borreson
Peter and Anne Thorp
Vincent and Evelyn Torras
William H. and Susanne Tyler, III
William Umeki
Dr. James R. Valentine
Nels P. Wiegand
Kenneth and Mary Wright
Richard H. and Nancy Zahm
Philanthropy
Endowment L aunched
Investing in women and girls is critical to changing the lives of
families in Monterey County, and years of research tell us that
improving women’s lives is the most direct way to change
entire communities. When women thrive, their families thrive
and communities are transformed.
The challenges facing women and girls are great, and the
CFMC took a leadership role in documenting this need by
commissioning The Lives of Women & Girls Status Report in 2011.
Although the needs of women and girls
will change over time, the importance of
addressing those needs will remain constant.
—Dan Baldwin
Courtesy Beth Cary King
The CFMC launched a
$1.5 million endowment
initiative as a permanent
resource to generate
$75,000 annually to
address changing
priorities. The time was
“We learned that as women we are
right to harness the
much stronger than we thought.”
momentum of impactful
—Girls’ Health in Girls’ Hands
participants Ilyanna Rose and
grantmaking and strong
Roxanna Sanchez
philanthropic support to
ensure permanent resources to support this vital work.
The campaign was announced in May and over $560,000
has been given or pledged as of June, 2012.
While the endowment is being built, the grantmaking
continues. In 2011 $75,000 in grants focused on
economic prosperity for women and were made to:
Community Human Services, Hartnell College
Foundation, Monterey Peninsula College Foundation,
Natividad Foundation, Youth Arts Collective, and
YWCA Monterey County.
13
A nnual Rep or t 2010
CFMC Endowment Chair, Tonya Antle (standing 3rd from right)
and guests at the Women’s Fund Breakfast express their
commitment to women and girls
Ways to Give
There are many ways to give back through the
Community Foundation. We manage over 300
funds of all types. For more information visit
www.cfmco.org/types of funds.
Donor Advised Funds
Zekai and Carolyn Akcan Fund
Amy Anderson and
George Somero Fund
William S. and
Janice R. Anderson Fund
Anonymous Donor Temporary Fund
Ausonio Family Fund
Andrew and Victoria Ausonio
Family Fund
Peggy Downes Baskin Fund for
Women’s Reentry
Lino and Teri Belli Family Fund
Benjamin Fund
Marta L. Bennett Fund
Buccafurni-Lawrence Fund
The Buffett Fund (1 and 2)
Chappellet Youth, Arts, and
Ecology Fund
D’Arrigo-Martin Fund
Andrew and Phyllis D’Arrigo Fund 2
Marcia F. DeVoe Fund
Helen R. Doe Fund
Doolittle Fund
Steve Eimer and
Kevin Cartwright Fund
Frances Elgan and
Werner Kunkel Fund (1 and 2)
Howard and Karin Evans Fund
Davis Factor, Jr. Fund (1 and 2)
Farrell/Allen Fund
Doris Parker Fee Fund (1 and 2)
Ted Fehring Family/Carmel Host
Lions Club Fund (1 and 2)
Lewis and Gloria Fenton Fund
Jose F. Fernandez Fund
Matthew Paul Finnigan Memorial
Scholarship Fund
Lori and Lou Flagg Memorial
Youth Fund
Tom and Mary Kay Gallagher Fund
Jessica Govea-Thorbourne
Memorial Fund
Harlan and Barbara Hall Fund
Harrison Temporary Fund
Hicks Fund for the Arts
Elmer G. and
William G. Hitchcock Fund
Kadushin Robinson Fund
Jack and Patricia Kilmartin Fund
The Kohn Family Theatre and
Arts Fund
Phyllis Geer Krystal Fund
The Landreth Family Fund
Leo Lanini Fund
James and Susan Lansbury Fund
Jefferson and Frances Larkey
Memorial Fund
The Barbara and Joseph Lee Fund
Phyllis and Herbert Lister
Temporary Fund
Phyllis and Herbert Lister Fund
The John and Nancy Love Fund
Valera Whitford Lyles Fund
John and Ann Mahoney Fund
Cappy Martin/Vernon Hurd
Monterey Rotary Club Fund
Catherine L. and
Robert O. McMahan Fund
Marjorie McNeely Fund for the
Blind or Illiterate
B. G. Mayer Fund
Lenore and Dale Meyer Fund
(1 and 2)
Malcolm and Joanne Millard Fund
(1 and 2)
Mills Family Fund
Monarch Sanctuary Fund
Monterey County Weekly
Community Fund
Monterey Peninsula Sunrise
Rotary Club Fund
Anthony and Lary Lynn Muller Fund
C ommunit y Found ation for M onterey C ount y
13
ways to Give, continued
murray Fund
Gilbert m. neill math Fund
nepenthe/Phoenix Corporation Fund
non-Point Source monitoring Fund
non-Point Source Projects Fund
Don nucci Fund for the Salinas valley
Bob nunes Fund (1 and 2)
Oak Hill Charitable Fund
mike and mary Orradre Fund
mike and mary Orradre temporary Fund
the David and Lucile Packard
Foundation Fund
Salinas rodeo rotary Club Fund
Salinas rotary Club Fund
Salinas Steinbeck rotary Club Fund
Fund for the Salinas valley
the James m. Shade memorial Fund
will and mary Shaw Fund
robert n. and Florence Slinger
Foundation Fund (1 and 2)
Jeanne Smith-Holmquist Fund
Snorf endowment Fund
Cynthia Snorf Fund
robert and Leslie taylor Fund
william and Susanne tyler Fund
willemsen Family Fund
Field of interest Funds
Fund for the 21st Century
ruth L. and wilbur k. amonette Fund
Paul Block, Jr. Fund
Patricia J. Boles Fund
maureen Bradford Fund
Stephen and madeleine Conran Fund
thomas Doud, Sr. and anita m. Doud
Fund i
ken and Gundy Duvall Fund
Fund for the environment
Fred Farr environmental Stewardship Fund
rudy e. Futer Fund for Human and
Humane needs
Good neighbor Basic Human needs Fund
Gumm Fund for the Performing arts
elmer mills Harris Fund
Literacy Campaign Fund
the todd Lueders Fund for the arts
kathleen and Howard marks Fund
the mckay Fund
engracia irene murray Field of
interest Fund
margaret L. musser Field of interest Fund
andrew D. and marjorie S. Orrick Fund
Out reach – a Fund for LGBt Life in
monterey County
Dr. Frank Pye Smith medical
Facilities Fund
katherine Curtis Springer Fibromyalgia
and Chronic Fatigue Syndrome
Patient Support Fund
robert and virginia Stanton
endowment Fund
irving r. and Helen G. Stuart Fund
the James m. and
marjorie e. Sturgeon Fund
tri-Counties Blood Bank Fund
Dr. George and Sam kih thorngate
Family Fund
anita tarr turk Fund for
Breast Cancer research
women’s Fund
Youth Fund
14
A nnual Rep or t 2011
Designated Funds
39 Craftsmen Fund for monterey County
Youth museum
alert monterey County Fund
alliance on aging endowment Fund
alzheimer’s association of
monterey County
arts Council of monterey County
endowment Fund
tony P. and marjorie ayres Fund
nancy Parker Benham endowment Fund
David allen Bernahl ii, Local Heroes
Fund for CaSa
Big Sur Health Center endowment Fund
the Big Sur Land trust Conservation Fund
Blind and visually impaired Center Fund
the Boys and Girls Club of the
monterey Peninsula Fund
Carl Cherry Center for the arts
Friends of the Carmel valley Library Fund
Carmel Public Library Foundation –
Children’s Fund
Carmel Public Library Foundation Fund
Carmel music Society endowment Fund
Casa amesti Foundation Building
endowment Fund
Casa amesti Garden and House Fund
Central Coast Lighthouse keepers Fund
Chamber music monterey Bay
Chartwell School Scholarship
endowment Fund
Children’s Services international
Cislini Fund
Howard and Lynn Classen endowment
Community Partnership for Youth Fund
the Gloria S. Daly endowment Fund for
all Saints’ episcopal Day School
elkhorn Slough Foundation, inc. Fund
Fred Farr and edwin Bliss Buckeye
memorial Fund
Fenton Founders’ Fund for Youth
music monterey
the Herman Fletcher Fund
Food Bank for monterey County
endowment Fund
a Fork in the road-a Fund Providing a
Path to a Science Career
Foundation for monterey County Free
Libraries (Dallas Shaffer Book and Staff
Development Funds)
rudolph e. Futer restricted Purpose Fund
John Gill aLS Patient Support Fund
Goodwill industries of Santa Cruz,
monterey and San Luis Obispo Counties
Hester Hyde Griffin Fund for
all Saints Day School
Health Projects Center Fund
Laurie Boone Hogen appreciation Fund
for excellence in teaching
the Hudson Fund
ward D. and mary t. ingrim Fund
interim, inc. mental illness
endowment Fund
Bob Jones Boy Scout Camping Fund
the william kiepura Fund
king City Library Fund
kinship Center Fund
Bishop kip Fund for all Saints School
Legal Services for Seniors
endowment Fund
Sandy Loiacono Scholarship Fund
LULaC Council # 2055 Fund
Lyceum Founders’ Fund in memory of
vera Hering and Claire kennedy
John H. marble endowment Fund
Jane P. mckay endowment Fund for the
Big Sur Land trust Fellowship Program
Jane P. mckay endowment Fund for
Door to Hope
Jane P. mckay endowment Fund for the
Hartnell College Foundation
Counselors’ Grants Program
meals on wheels of the monterey
Peninsula Fund
meals on wheels of Salinas Fund, inc.
eve mills memorial Fund for meals on
wheels Salinas valley
monterey Bay Girl Scout Council
endowment Fund
monterey County Film Commission
Scholarship and awards Program Fund
monterey County Historical Society Fund
monterey County Symphony
association Fund
monterey museum of art Fund
monterey Public Library Fund
Joyce morris Fund
mPC women Supporting women
endowment Fund
museum Foundation of
Pacific Grove Fund
margaret L. musser restricted Fund
natividad medical Foundation
Danny nugent memorial
Campership Fund
Ombudsman for Long-term Care Fund
nellie irons Orr Scholarship Fund
Pacific repertory theatre endowment
Perry-Downer House Fund
Saint timothy Foundation, inc. Fund
Friends of the Salinas Public Library Fiscal
Sponsorship Fund
Salinas rodeo rotary Club Foundation
agency endowment Fund 2
Friends of the Salvation army monterey
Peninsula Fund
Sylvia w. Schwarz endowment for
reading improvement at
tularcitos School
Shelter Outreach Plus
SPCa of monterey County Fund
Sunset theater endowment Fund
robinson Jeffers tor House Fund
tularcitos Parent teacher Organization
United way of monterey County
ventana trails Forever Fund
ventana wildlife Society Fund
merritt v. weber Fund
the western Stage endowment Fund
maud Porter work rose Garden Fund
York School Fund
YwCa endowment Fund
Stewardship Funds
Chamber music monterey Bay
Stewardship Fund
Del monte Forest Foundation
kernes adaptive aquatics
Stewardship Fund
Landwatch monterey County
Stewardship Fund
methodist Foundation of Pacific Grove
Stewardship Fund
rancho Cielo Youth Stewardship Fund
S.t.a.r. Foundation of monterey County
Stewardship Fund
The Raising A Reader program for
early childhood literacy received a
donor advised grant
unrestricted General
endowment Funds
kathleen and austin Barrows Fund
mary Jane Drummond Fund
Grover Hermann Foundation Fund
marilyn and Philo Holland Fund
Lauralie and J. irvine Fund
George P. and Betty kendall
memorial Fund
John r. marron Fund
the Donna roop endowment Fund
the Scott Fund
Scholarship and Awards
Funds
aia monterey Bay Concepts
Competition Fund
Carol C. w. Butterfield Bacon
Scholarship Fund
Dr. william D. Barr Scholarship Fund for
excellence in educational Leadership
the Bissell Fund
James Bliss and annette Sward Forestry
and nursing Scholarship Fund
margaret and Seba Bronson
Scholarship Fund
California Polytechnic State University
agriculture Business Department
endowment Fund
Carmel High School Class of 1952 Fund
Bill Clapper memorial music
Scholarship Fund
the nancy wheelis Dodd Fund
David L. Ferguson Scholarship Fund
Flagg Scholarship Holding Fund
the allen S. Griffin Fund
Geraldyn r. Griffith memorial
Scholarship Fund
ed kennedy Journalism Scholarship Fund
kier memorial Scholarship Fund
the Jim martin Scholarship Fund
robert Hattori nakamura memorial
Scholarship Fund
anthony nicholas narigi memorial
Baseball endowment
kristopher Pallastrini Fund
James rote and Les Strnad
Scholarship Fund
San ardo Foundation for education
theodore r. Sarbin research and
Scholarship award Fund
the Harles r. Sarment College
endowment
alan and rita Shugart Scholarship Fund
robert Stanton award Fund
wilbur H. and maxine D. Stevens
Scholarship Fund
Charles Joseph watts Scholarship Fund
Shelley watts Scholarship Fund
Horace H. wilson Scholarship Fund
Operational excellence
Optimize performance and stewardship for maximum impact
the national Standards Seal says
our house is in order. it is excellent
validation of the work we do on behalf
of our fund holders and the community.
—Dan Baldwin, President/CeO
the CFmC’s ability to implement its mission at the
highest possible level is based on a commitment to
organizational excellence. the Foundation sits at the
nexus of remarkable philanthropy, impactful grantmaking
and community leadership. we must be responsible
stewards of assets and donor intent, structure a strong
and responsive grant program and be tuned into
community and nonprofit issues where the CFmC’s role
as convener or initiator can be effective. we rely on
thoughtful governance and high operational standards to
best accomplish these goals.
the governance committee became a new standing
committee of the board in 2011. it evolved out of the
nominating committee. the governance committee not
only assumes nominating responsibilities – and the
charge of sustaining a committed board that represents
all of monterey County – but also deals with issues
relating to governance, including by-law review and
board committee descriptions.
the CFmC is strongly associated with stewardship of
assets. in early 2011 the investment committee
embarked on a thorough process to determine whether it
was time to restructure our investment consulting
relationships. it was decided to send an rFP to several
Philanthropic Services Officer,
Nick Gregorio, introduces
Carmel Woman’s Club board members
Tina DiMaria and Terry McHenry
to DonorCentral
(l to r) 2012 Board Chair, Craig Johnson and President, Dan Baldwin in
front of the recently purchased building at 2354 Garden Road in Monterey
investment consultants. Five were interviewed. in
December we hired wurts & associates to partner with
our investment committee on the oversight of our
portfolio. wurts brings research and analysis that the
Foundation cannot do on its own.
to better serve the expanse of our county, we expanded
and upgraded our existing Salinas office to include a
conference room and an executive office. we also
purchased the monterey office building on Garden road;
not only was this a sound financial decision but
demonstrates that the CFmC is truly, “Here for Good.”
we broadened our communications to include social
media, upgraded our computer system, improved our
website, created the position of Philanthropic Service
Officer to better serve our fundholders and invested in
DonorCentral software for our fund holders. all of this is
reflected in the CFmC’s 2011 reconfirmation to be in
compliance with rigorous national Standards. this “seal
of approval” signifies that we have demonstrated our
commitment to financial security, transparency and
accountability. monterey County counts on the
Community Foundation to ensure
that our charitable assets are used to their
greatest impact now and in the future.
C ommunit y Found ation for M onterey C ount y
15
Giving Back
2011 Contributors
Premier Partners
Our living Premier Partners have
made unrestricted endowment gifts
of $25,000 or more.
David and Laurie Benjamin
Marjorie Chaney
William and Nancy Doolittle
Roberta Elliott
Davis J. Factor, Jr.
Sydney P. Harrison
William and Jeanne Landreth
Lovell and Elizabeth Langstroth
Howard H. and Gretchen Leach
Barbara Lee
Joseph A. and Sheila Mark
Julie E. Packard
Friends of the Foundation
Gifts that provide operating support
Academies for Social Entrepreneurship
Susan Alnes
Frank and Regina Amato
Rick and Tonya Antle
The Applewood Fund at the Community
Foundation for Santa Cruz County
David G. and Christine Armanasco
Baszucki Family Fund of the Catholic
Community Fund
John Beesley
Brian and Sandra Berris
Barbara Block
James W. and Janice M. Bogart
Thomas P. and Mary Bohnen
Richard J. and Judy Borda
Peter K. and Incy Brooks
Joy Earl and Ann Brown
Barbara B. Bucquet
Robert C. and Kalah Bumba
Patrick and Aimee Burke
Phyllis J. Burkey
John W. and Alice Carley
Greg M. Chilton
Joan Mt. Pleasant Chapman
Jeanette Cisneros
Musicians from Youth Music
Monterey’s South County Strings
16
A nnual Rep or t 2011
Cynthia A. Cuellar
Betsy Densmore
Alfred and Elvira Diaz-Infante, Jr.
Dorothy Dodge
William and Nancy Doolittle
Davis Factor Jr. Fund
David G. and Jill Fanucchi
Lowel I. Figen
Cyrus and Jean Fitton
Anna Foglia
James B. and Nancy Foster
Kurt Gollnick and Janet Rodgers
Harrison Gough
Smillka Goynich
Pauline Hamerly
Faye E. Hanger
Harrison Fund
Ruth Hartmann
Arthur W. Haseltine
Kenneth N. and Anne A. Helms
D. Vernon and Joyce Horton
Jay and Kip Hudson
David G. Huey and Carla Hudson
Mary F. Hutton
Craig L. and Christine Johnson
Leslie B. Kadis and Ruth M. McClendon
Ruth G. Kelly
Rick and Martha Kennifer
The Estate of William Kiepura
Harvey and Kay Kuffner
William and Jeanne Landreth
Paul Lapidus and Lindasue Marshall
Gifford and Pam Lehman
Henry A. and Helga M. Leighton
John and Ann Mahoney
Joseph A. and Sheila Mark
Harry and Bok Yon Lee Mauras
John B. and Jane McCoy
Michael L. McMahan and
Neal W. McMahan
Thomas D. Melville and James Cooper
Herbert Meyer
Joyce Morris Fund
Sidney and Lynn Morris
Anthony and Lary Lynn Muller Fund
Dorothea G. Mumford
Vicki Nelson
Charles T. Olvis and Miranda S. Morris
John M. and Patti Phillips
James H. and Jane L. Price
William and Marlene Raey
Donald M. Scanlon
William R. Scheidecker
Gary D. Schwartz
Kenneth and Daria Shachmut
Christine E. Sleeter
Robert and Florence Slinger Fund
Pamela D. Smith
Laura M. Solorio
Mark and Mary Starr
Jane A. Stile
Stephen D. and Lynn Storey
The Stuart Living Trust
Daniel M. Tellep
Fredrick W. Terman and Nan Borreson
James Tyler
Mark J. and Barbara Verbonich
George R. and Patricia Walker
David H. and Michaelin Watts
Joanne Webster
Stanley and Celia Weiss
Hope D. Williams
Jayne Wilsey
Samuel L. Wright, Jr.
Marvin J. and Karla Wolf
Marsha McMahan Zelus
In Honor of Wolfgang Haas
Robert Haas
In Honor of Ray and Celia Sanborn
Kenneth and Mary Wright
In Honor of Mary Wright
Joanne Nissen
In Memory of John Bailie and Sybil
Chappellet
Georgina J. Bailie
In Memory of Alyssa Bolante
Andrew and Georgia Howard
In Memory of Jean B. Mitchell
William B. and Vicki Mitchell
In Memory of Gordon Nakagawa
Robert P. Balles
Chad and Katherine Lincoln
Jeanne Nakagawa
R.A. and Mary Ann Pirotte
Tony P. and Marjorie Ayres
Fund
Tony P. Ayres
In Honor of Tony Ayres’ birthday
Roger and Laurie Snaith
Laurie Ayres Snaith
In Memory of Marjorie Ayres
Mr. and Mrs. Robert Clement
Mrs. Arthur Deicke
Bonnie Grey
In Memory of Arthur Deicke
Tony P. Ayres
Dr. William D. Barr
Scholarship Fund
for Excellence in
Educational Leadership
William D. and Karen Barr
James Bliss and Annette
Sward Forestry and Nursing
Scholarship
In Honor of Miriam Bliss
Ray E. and Teri Cotham, Jr.
Maureen Bradford Fund
Estate of Maureen Bradford
Margaret and Seba Bronson
Scholarship Fund
Stanford University
Big Sur Health Center
Endowment Fund
Anonymous
Pavey Family Foundation
Eugene and Maya Rizzo
The Big Sur Land Trust
Conservation Fund
In Memory of Beau Breck
Robert L. and Sarah S. Bouchier
In Memory of Francis Whisler
Robert L. and Sarah S. Bouchier
The Boys and Girls Club of
the Monterey Peninsula
Eugene and Maya Rizzo
Buccafurni-Lawrence Fund
Paul Lawrence and Marian Buccafurni
Casa Amesti Garden and
House Fund
Baszucki Family Fund of the Catholic
Community Foundation
Peter K. Brooks
Kenneth Petersen
In Memory of Samuel Beau Breck
Hugh Barton
In Memory of Mason Case
Hugh Barton
Casa Amesti Foundation
Building Endowment Fund
James S. Chibidakis
In Memory of Beau Breck
Richard J.Borda
Thomas P. Conmy
Carmel High School
Class of 1952 Fund
Robert G.and Ann Allen
Beverly A. Freeman
The Honorable Barry and
Cathleen Hammer
Peter C. Hatton
J. Jack W. and Sharon Hilgers
Lisa Hoivik
Francis P. and Mary Anne Lloyd
Michael E. and Marion McPherson
James I. and Barbara Miller
Franklin Zane Morehead
William and Susan Morris
Gilbert M. Neill and Rod Woodard
Janice Pierce
Paula A. Roloff
Walter M. and Janet C. Shaw
Robert A. Updike
Chris and Dinah Van Peski
Jane L. Weisser
Bill Clapper Memorial Music
Scholarship Fund
Mary J. Clapper
Chamber Music
Monterey Bay
Chamber Music Monterey Bay
George Somero and Amy Anderson
D’Arrigo-Martin Fund
Margaret D’Arrigo-Martin
The Nancy Wheelis Dodd Fund
martin Dodd
ralph G. Heun and mary Dodd Heun
Brian r. and Sheryl merrill
Doolittle Fund
william and nancy Doolittle
thomas H. and elinor H. wilson
Mary Jane Drummond Fund
estate of mary Jane Drummond
Frances elgan and
Werner Kunkel Fund
Frances H. elgan
Dr. Leslie eliason excellence
in Teaching Award
intrepid Philanthropy Fund
Fred Farr and edwin Bliss
Buckeye Memorial Fund
the ancient & Honorable Society of
Buckeye
Stephen w. Dyer and Cynthia martin Dyer
James ringrose, iii
Fred Farr environmental
Stewardship Fund
albert J. alvarez
James ringrose, iii
Farrell/Allen Fund
James agan
albert alvarez
Phil arnold
tom atherton
reed Bartron
Charles Chrietzberg
Dick Cook
Joan Demers
william Doolittle
richard kehoe
Christopher manke
Sam mcLeod
richard nystrom
thomas Olivola
monta Potter
Judith Profeta
rotary Club of Carmel-by-the-Sea
James rotter
merv Sutton
Harris taylor
terry trotter
Bill tyler
G.r. wiley
Lucy willman
Doris Parker Fee Fund
Carl e. Davis
kenneth r. and mary wright
Matthew Paul Finnigan
Memorial Scholarship Fund
Chevron Humankind matching Gift
Program
James and Sharon Cronin
timothy D. Finnigan
marta r. krogstad
Owen Oakley
witeby Family trust
Lori and Lou Flagg Memorial
Youth Fund
ryan and marni Flagg
andy Parsons
A Fork in the Road –
A Fund Providing a
Path to a Science Career
Peter C. Hatton
Friends of the Salinas
Public Library Fiscal
Scholarship Fund
the California endowment
Frances elgan & werner kunkel Fund
monterey Peninsula Foundation
Fund for the environment
norma H. Davis
william and nancy Doolittle
maggie Hardy
arthur w. Haseltine
Harriet mitteldorf
Rudy e. Futer Fund for
human and humane Needs
(l to r) Volunteer Honorio Della, Higinio Serna, Soledad Mayor
Fred Ledesma and Meels of Wheels of Salinas Valley board
member Gary Gerbrandt
Kier Memorial
Scholarship Fund
In Memory of Phil Kier
mary Louise Godfrey
LandWatch Monterey County
Stewardship Fund
Landwatch monterey County
estate of rudy Futer
First 5 monterey County
The Landreth Family Fund
General endowment Fund of
the Community Foundation
Literacy Campaign Fund
kurt Gollnick and Janet rodgers
L. Bruce and margery meyer
estate of robert Stanton
J. Breck and nancy tostevin
In Memory of Maggie Downer
Gilbert m. neill and rod woodard
John Gill ALS Patient
Support Fund
John and madeline van Zander
Jessica Govea-Thorbourne
Memorial Fund
John Govea
robert wood Johnson Foundation
Laura Solorio
harrison Fund
Sydney Harrison
Grover hermann
Foundation Fund
Grover Hermann Foundation
Laurie Boone hogen
Appreciation Fund for
excellence in Teaching
In Honor of Laurie Boone Hogen
robert L. and Sarah S. Bouchier
Bob Jones Boy Scout
Camping Fund
Calvin t. Jones and terre rindal
In Memory of Robert P. Jones
marc r. and kathy isaacson
Kernes Adaptive Aquatics
Stewardship Fund
Josephine kernes memorial Pool
The William Kiepura Fund
estate of william kiepura
william and Jeanne Landreth
First 5 monterey County
Steinbeck Country Book Club
marvin J. and karla wolf
Sandy Loiacono
Scholarship Fund
kenneth e. and Jeri Buzelle
ronald Loiacono
ryan Loiacono
The John and Nancy Love Fund
John and nancy Love
The Todd Lueders Fund
for the Arts
John w. and alice Carley
roderick L. and Suzanne Dewar
william and nancy Doolittle
Frank and Barbara keith
thomas e. and Sherrie mcCullough
Lee and Shirley rosen
raymond and antoinette Simmons
Cappy Martin/Vernon hurd
Monterey Rotary Club Fund
Daniel albert
Daniel albert, Jr.
Carl anderson
David G. armanasco
Bert aronson
robert aurner
Daniel Baldwin
Brad Barbeau
Jay Bartow
Daniel Biondi
James Booth
Chris Cabanillas
John Carley
Chris Chidlaw
Shelly Claudel
anthony Cosentino
ron Coulter
richard D. Crowell
william D. Curtis
John Danelon
Charles Della Sala
roderick L. Dewar
Libby Downey
wayne G. Downey
arthur Dunn
Larry Durocher
Don edgren
norm edwards
ryan edwards
Bill. H. Falor
Bud Foy
Susan Freeland
Doug Garrison
robert e. Grochau
marvin Guillermo
marilynn Dunn Gustafson
russ Haisley
Chuck Harmon
Dianne F. Harrison
michael Hendrickson
Denis Horn
alex Hubbard
Jay Hudson
Becky B. Jackson
rolf e. Johnsen
Charlie keeley
ralph keill
Debi Hardwick kennedy
nolan kennedy
rick kennifer
alice v. kinsler
Bob klevan
kay kocek
nancy kotowski
Dan kreer
Clay Larson
David Lee
martin r. Lipp
Skip Lloyd
Jack Lynch
John mahoney
Bob martin
Bill mcafee
Dennis mcCarthy
tom mcCullough
wayne mcDaniel
Daniel m. mcGilloway, Jr
Steve merrell
C ommunit y Found ation for M onterey C ount y
17
Giving Back
2011 Contributors, continued
Cappy Martin/Vernon Hurd
Monterey Rotary Club Fund,
continued..
Michael Mosebach
Gil Neill
Matt Nelson
Dan O’Brien
Daniel T. Oliver
Richard J. Pagnillo
Steve Pearson
R. Walt Prowell
Shawn Quinn
Hansen Reed
Bob Russell
Terrance Ryan
George Schroeder
Kim Stemler
Clark Struve
Ralph W. Thompson, III
J. Breck Tostevin
Yutaka Uyeda
James R. Valentine
Terry Wecker
Nels Wiegand
Marjorie McNeely Fund for
the Blind or Illiterate
In Memory of Donald and
Marjorie McNeely
Nora McNeely Hurley
Methodist Foundation of
Pacific Grove Stewardship
Fund
Methodist Foundation of Pacific Grove
Lenore and Dale Meyer Fund
Lenore Meyer
Monarch Sanctuary Fund
Paul Finnegan
Helen Johnson
Mary O’Connell
Little Shop of Horrors, 2011
courtesy of Fund for the Arts
grantee, The Western Stage
18
A nnual Rep or t 2011
The Sarikonda Family
In Honor of Helen Johnson
John and Tama Olver
Monterey County Weekly
Community Fund
The Monterey County Gives! 2011
campaign brought in $572,000
in contributions from over 1,300
individuals benefiting 94 nonprofits.
a complete list of contributiors can be
found at www.cfmco.org/MCGives.
Monterey Public Library Fund
Burton Anderson
David G. Armanasco
William and Grace Ashby
Robert Bell and Francisca Garcia Bell
Happer Campbell
John and Mary Castagna
Russel and Marion Catterlin
Philip and Carla Coniglio
Earl Wayne and Linda Cruzan
Paul and Anne Davis
Carole Dawson
Chuck and Sandy Della Sala
Kathleen DeMaria
John and Nancy Durein
Richard and Janice Elster
Robert Enea
Friends of the Monterey Public Library
Mary Fry
Ron and Gloria Gieg
Andy Gonzalez and Ann Prego
Edward and Vicki Gularte
Diane Harmon
Ruth Hartmann
Roy Hattori
Elizabeth Hilleary
Jay and Kip Hudson
Charlene Jackson
Mary Ann Kane
Lloyd and Barbara Koster
Peter and Jean Kracht
Geoffrey M. Loftus
Karen Verga Layton
Robert and Fabia Massaro
John C. and Joan Jeffers McCleary
Andrew and Jeanne McCombs
Douglas and Virginia McLain
Fred E. and Phyllis Meurer
Harry and Suzanne Mucha
Elizabeth Murray
Al Nicora
Carl Outzen
Harold G. and Laverne B. Ragan
Maxine Reneker
Clyde and Dottie Roberson
Marga Rose
Bruce and Diane Rowe
Richard and Marilyn Ruccello
Louis A. and Janice Russo
Kevin Saunders
Nancy Selfridge
Steven L. Silveria and Kim Bui-Burton
Jennifer Smith and Douglas Holtzman
Michael and Barbara Sovereign
David and Maryanne Spradling
David and Rosalie Strong
Linda Thorpe
J. Breck and Nancy Tostevin
Dorothy Wallace
Allan and Anne Washburn
Joanne White
William and Kathleen Wojtkowski
George and Alice Yamanishi
Cary and Lynn Yeh
In Honor of Aurzella Duong Bui
Steven L. Silveria and Kim Bui-Burton
SPCA of Monterey County
Murray Fund
The Stuart Living Trust
Eileen F. Murray
Anthony Nicholas Narigi
Memorial Fund
John and Roxane Narigi
In Honor of Anthony’s birthday
Marilyn Gary
Gilbert M. Neill Math Fund
Gilbert M. Neill and Rod Woodard
Bob Nunes Fund
F. Robert Nunes
Mike and Mary Orradre Fund
Michel and Mary Orradre
Out Reach - A Fund for LGBT
Life in Monterey County
Daniel Baldwin and Anne Ylvisaker
Thomas D. Melville and James Cooper
Matthew Simis and Michael Grey Donor
Advised fund held at The Schwab
Charitable Fund
Pacific Repertory Theatre
Endowment
Stephen Moorer
Perry-Downer House Fund
In Memory of Maggie Downer
Roderick L. and Suzanne Dewar
William and Nancy Doolittle
Jay and Kip Hudson
Harry C. and Janet Lewis
Todd and Kathy Lueders
Clarice M. Pruitt
Katsuaki and Sue Terasawa
J. Breck and Nancy Tostevin
Pat Ward
Kenneth and Mary Wright
Rancho Cielo Youth
Stewardship Fund
Rancho Cielo Youth Inc.
Friends of the Salvation Army
Monterey Peninsula Fund
In Memory of John Bartowick
Sean and Becky Flavin
Katherine Curtis Springer
Fibromyalgia and Chronic
Fatigue Syndrome Patient
Support Fund
Estate of Katherine Curtis Springer
Eugene and Maya Rizzo
S. T. A. R. Foundation of
Monterey County
Stewardship Fund
Reg Huston
Irving R. and Helen G. Stuart
Fund
Sunset Theater Endowment
Fund
William and Nancy Doolittle
Anita Tarr Turk Fund for
Breast Cancer Research
Estate of Anita Tarr Turk
In Memory of Anita Tarr Turk
FRFG Club of Gilroy
Pete and Julia Gimenez
Dan and Diane Matson
Morgan Hill PEO
Robert and Ruth Solomon
William and Suzanne Tyler
Fund
William H. and Susanne Tyler, III
Ventana Wildlife Society
Fund
In Honor of Janet Shing
Sal and Ada Lucido
In Memory of Mike Tyner
Sal and Ada Lucido
Ventana Trails Forever Fund
Thomas A. and Julie Anne Hopkins
Eugene and Maya Rizzo
Marsha McMahan Zelus
Horace H. Wilson
Scholarship Fund
Julia B. Wilson
Women’s Fund
Tina Ada
Carol Ada
Lori Addison
Ginger Aguilar
Mike and Cass Antle
Rick and Tonya Antle
Michelle Arnold
Nikki Ashley
Pat Avestruz
Arthur and Barbara Babcock
Shari Babitzke
Daniel Baldwin and Anne Ylvisaker
Anne Banta
Carmela Beck
Tina Beecher
David and Laurie Benjamin
Mark Boos
Robert L. and Sarah S. Bouchier
Sarah S. Bouchier
Donna Brandt
Pat and vivian Brennand
Demi Briscoe
David Buckingham and Constance murray
the Buffett Fund
Jason and melissa Burnett
Galen Call
mara Cantor
Capital Group Companies Charitable
Foundation
martha Carruth
Julie a. Cason and Lisa k. Crawley
maggie Cervantes
Joanna Champoux
ida Chan
tracy Chappell
Janine Chicourrat
Lavonne B. Chin
michelle Chisum
Stephen m. Cohen and
Barbara Donaker-Cohen
ken Coleman and kathryn Harrison
edgard and Shirley Coly
Comerica Charitable Foundation
Julie Conrad
elizabeth Contreras
Don and Jackie Craghead
Carol Crandall
Jacqueline Cruz
karen Csejtey
karen Curtis
Heidi Daunt
Cindy Davis
John and Gail Delorey
Joan Demers
Patti Desmond
Fatima Dias
rob and Julie k. Drezner
F. June Dugan
ellen Dunnion
Lillian eccher
Carol edeza
mona eisenberg
ericka engelman
kelsey escoto
Gordon e. and ronda eubanks, Jr.
Leland evans and
Catherine kobrinsky evans
rena Feuerstein
anna Foglia
Linda Ford
william Gallagher
Susan Galvin
maria a.Y. Garcia
Jeri and James Gattis
Dirk and maria L. Giannini
Pilar Gose
molly C. Goshorn
Beverly Grova
kathleen Guice
Beverly L. Hamilton
Chrissy Haines
krista Hanni
C.J. Hansen
mary ellen Harris
mary Hatfield
Bill and adriana Hayward
Lisa Hernandez
Carmen Herrera-mansir
Lori Hightower
Sharon Hoffman
Susanne Holm
Lynn Holt
toula Hubbard
kay Huettmann
emily Hull Parsons
elaine Hunt
Julie iliff thayer
Cheryl indelicato
virginia Jameson
terri Jimenez
Doris m. Jones
Felicia Perez kausin
Pauline kirby
Johanna koch
Daniel r. kurz and katharine Daniels-kurz
edie Landon
Hilary Landry
thomas and wendy Lang
monica Latourette
Linda J. Lee
Gifford and Pam Lehman
elece Leverone
ritch Lewis and tia Gindick
Sue Lewis
Barbara Lipman
elizabeth Lorenzi
Jean Lovell
marsha Lubow
mia maddoux
Piper magallanes
michael and tobi marcus
nanci L. markey
Carla r. martinez
Jennifer martinez
Jane mcCoy
Susan mcDonald
Sue mcFeron
marti mckim
Jane meade-roberts
michele melicia-Young
Sheryl merrill
ione miller
william B. and vicki mitchell
Jeanette nicely
michelle noseworthy
erica Padilla-Chavez
the Doris Parker Fee Fund
ana Paz-rangel
Lanette Penna
kenneth Peterson and Paulette Lynch
Christine Pihl
Claudia Pizarro-villalobos
rose Politzer
Carmen Ponce
June Ponce
Cathy Powers
Jim Procida and Judy Higgerson
eva Quiroz-mojica
ruth S. rachel
ruth raimundo
Bill rawson and Judy Sulsona
Gary ray and katy Castagna
trinh retterer
Suzanne rinnhofer
margaret robinson
alastair and Francine rodd
Gloria rodda
Gary and robin rodriguez
Suzan rodriguez
andrea rosenberg
Becki ross
Jamie roth
Jennie rouch
Susan rowland
Catherine a. rusmore
P. anne Sanchez
amy Sands
Yvonne Santos
valerie Schlothauer
Stacey Schrader
Claus H. Shelling and alison Pratt Shelling
Pamela Sheppard
marla Sher
maureen Signorella
Lori Silver
Judy Silverstein
nancy Skager
evelyn Sloan
Betty Jean Stallings
kim Stemler
Jane Sullivan
william e.and teresa Sullivan
angie trujillo
Celina trujillo
Jan vanderbilt
robin venuti
kim wasserman
katherine wenglikowski
Cynthia western-Heckman
Brandy wiggins
marie wilson
marvin J. and karla wolf
renea L. wood
Linda Yellich
Lorraine Yglesias-rice
Diane Young
edward and mona Zander
In Honor of Aimee Burke and Tobi Marcus
Susan Greenbaum
In Honor of the marriage of
Cathy and Steve Corey
Stephen and Betsey Pearson
In Honor of friends and family
Dale Gieg and traci townsend
In Honor of Benjamin Hart
kathryn a. Hart
In Honor of Konny Murray
Phillip n. Butler and Barbara J. Baldock
Jude Callis
Priscilla walton
In Honor of Mara Cantor, Mona Eisenberg,
Rena Feuerstein, Susan Greenbaum, Lynn
Holt, Sharon Hoffman, Irene Nicola,
Kimberly Roberts and Evelyn Sloan
Patrick and aimee Burke
In Memory of Mary Calder
Jeffrey m. and amanda Holder
In Memory of Artelle and Pascal Dilday
Christine Dilday Johnson and
Craig Johnson
In Memory of Juliette Kosmont
Charles i. and Deborah kosmont
__________________________________
event Sponsors
alvarez technology Group
astera Financial Group, LLC
BBr LLP, Certified Public accountants
Bianchi, kasavan & Pope LLP
First national Bank of Central California
Pebble Beach Company
Scheid vineyards
in Kind Donors 2011
a to Z Printing
alisal Healthy Start Family resource Center
Cathy andrews
tonya antle
Chartwell School
CHiSPa, vineyard Green townhomes
Corral de tierra Country Club
Linda Coyne
robin DeFilippi
Golden 1 Credit Union
Jeri Gattis
richard Green Photography
the Harden Foundation
Hartnell College
Hyatt regency monterey
Beth Cary king
kirk kennedy Photography
martin Luther king School (mPUSD)
monterey County Business Council
monterey County Free Libraries, Seaside
and Gonzales Branches
monterey County Office of education
nardozza & associates
national Steinbeck Center
Francisco X. Pinedo
Salinas valley Community Church
Scheid vineyards
Swenson and Sillaci
tanimura & antle
Pro Bono Consulting, Stanford
Alumni Consulting Team
Barbara Bishop
Jim Graber
alex Lilley
Denny Paul
Brooks mcChesney
David tarumoto
ron wormser
Pro Bono Leadership
Coaches - LeAD institute
anne auburn
Lisa Bennett
Clinton “Clint” Bolden
randi Buckley
Gary Byrne
Liza Culick
anna Foglia
Linda Ford
robert Freiri
Sharon Gish
Jim Graber
Grace Hammond
Jim Hekkers
nancy Loshkajian
Linda O’Brien
Pat Obuchowski
Christine Silver
marissa tirona
ron wormser
nicole Young
Presenters and Trainers
Jan Cohen, academies for Social
entrepreneurship
Patricia m. kaufman, CPa and
nancy rimberg, mcGilloway, ray,
Brown & kaufman
Paula Smith-arriogoti, nonprofit
Finance Fund
This list represents our donors in 2011.
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 info@cfmco.org so we may
correct our records and recognize
your generosity.
C ommunit y Found ation for M onterey C ount y
19
2011 Financial Summary
Total assets $135,453,399
Environment
7%
Education
16%
Health
12%
Historic
Preservation
2%
Literacy
6%
Other
Miscellaneous
3%
Community &
Social Services
29%
Animal Welfare
5%
Arts & Culture
20%
The Foundation received $10.4 million
in new contributions and 15 new funds were opened.
As of 12/31/11 assets totaled $135 million. The CFMC is
in the top 100 foundations in the country in asset size.*
The return on investments was –2.18%.
*Columbus Survey
Total Grants from all Funds - $7, 010,855
Program Area
Count
Grant Amounts
%
Animal Welfare
Arts & Culture
Community & Social Service
Education
Environment
Health
Historic Preservation
Literacy
Other/Miscellaneous
31
125
238
168
75
84
17
11
26
334,342
1,422,510
2,022,515
1,123,352
468,616
858,057
123,872
420,648
236,945
5%
20%
29%
16%
7%
12%
2%
6%
3%
775
7,010,855*
100%
*Includes amounts distributed on behalf of others
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A nnual Rep or t 2011
COmmUnit Y FOUnDatiOn FOr mOntereY COUnt Y
CONDeNSeD STATeMeNT OF ACTiViTieS AND ChANGeS iN NeT ASSeTS
FOR The YeAR eNDeD DeCeMBeR 31, 2011
Additions
Contributions
Other income
$10,378,994
193,375
total assets
10,572,369
investment loss
(2,141,367)
Grants and expenses
Grants
Other operating expenses
6,680,591
2,482,229
total grants and expenses
9,162,820
Decrease in net assets
(731,818)
Net assets
Beginning of year
117,729,173
end of Year
$116,997,355
CONDeNSeD STATeMeNT OF FiNANCiAL POSiTiON AS OF DeCeMBeR 31, 2011
Assets
Cash and equivalents
Contributions receivable
investments, carried at market value
mutual funds and equities
Cash and money market funds
Beneficial interest in remainder trusts administered by other trustees
assets held in charitable remainder trusts
Property and equipment, net
Other assets
total assets
$
8,804,112
3,081,235
92,836,350
9,958,662
874,856
17,519,049
1,733,925
645,210
135,453,399
Liabilities and net assets
Grants payable
accounts payable and accrued expenses
Liabilities under split-interest agreements and charitable remainder trusts
Funds held for others
total liabilities
556,700
320,372
11,732,401
5,846,571
18,456,044
total net assets
$116,997,355
This condensed Financial Statement was prepared by BBR, LLP based on audited financial statements
prepared by them for the year ending December 31, 2011. 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.
C ommunit y Found ation for M onterey C ount y
21
Governance
Photo by Richard Green
2011-2012 Board of Direc tors
Back (l to r):
Rick Kennifer, Attorney at Law, Johnson, Fantl & Kennifer, LLP
Mark Verbonich, Vice President Community Affairs, Pebble Beach Company
James Claypool, Economic Development Manager, City of Seaside (retired)
Craig Johnson (2012 Chair, 2011 Vice Chair), Investment Banker, Wood Warren & Co.
Ann Brown (2012 Vice Chair), rancher
Alfred Diaz-Infante, President/CEO CHISPA
Stephen Dart, Principal, Dart Family Co. Inc.
Kurt Gollnick (2011 Chair), Chief Operating Officer, Scheid Vineyards
Front (l to r):
Gail Delorey (Treasurer), CPA, Development Partner, Bianchi, Kasavan & Pope, LLP
Tina Lopez, Branch Manager, Pacific Valley Bank
Jeri Gattis (Secretary), Community Volunteer
Tonya Antle, Community Volunteer, Principal, Tanimura & Antle
Sarah Bouchier, Real Estate Agent, Carmel Realty Company
Not Pictured: Greg Chilton, Attorney at Law, Chilton & House, LLP; Catherine Kobrinsky Evans, Partner,
The Kobrinsky Group; Kelly McMillin, Chief, Salinas Police Department; Judge John Phillips (retired), President,
Rancho Cielo Youth Campus
We are especially grateful to:
Byrl Anderson-Smith, Tom Bohnen, Jim Bogart, and J. Breck Tostevin, for their service which ended in 2011.
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A nnual Rep or t 2011
Stewardship
Photo by richard Green
2011-2012 S taFF
BaCk ( L tO r):
Julie Drezner – vice President Grants and Programs
Lynn mcDonald – Program Officer
tobi marcus – Director of resource Development
Dan Baldwin – President/CeO
kathy Coopman – Grants and Data manager
nick Gregorio – Philanthropic Services Officer
Julie Conrad – administrative Services manager
Susie Polnaszek – Program associate, Center for nonprofit excellence
Diane nonella – Director of Finance & Human resources
FrOnt (L tO r):
Sahlee rentfrow – accounting Coordinator
amanda Holder – Communications Officer
Jan mcalister – Development associate
kaki rusmore – Director, Center for nonprofit excellence
Janet Shing – Senior Program Officer
aurelio Salazar, Jr. – Program Officer
nOt PiCtUreD: Deirdre Dineen, kathryn Hart, Jackie wendland
C ommunit y Found ation for M onterey C ount y
23
Service
2011 COmmit teeS
S ta n D i n G CO m m i t t ee S
executive Committee
kurt Gollnick – Chair, Craig Johnson – vice Chair,
Jeri Gattis – Secretary, Breck tostevin – treasurer,
Jim Bogart, thomas Bohnen, ann Brown
LEAD Institute volunteer coaches play a key role in the program each year
audit Committee
Craig Johnson – Chair, Paul Bianchi, thomas Bohnen,
Gail Delorey, kurt Gollnick, Breck tostevin
Grants and Programs
ann Brown – Chair, Jackie Cruz, alfred Diaz-infante,
kelly mcmillin, John Phillips, elliott robinson, mark verbonich
investment Committee
Craig Johnson – Chair, David Benjamin, Paul Bianchi,
Steve Dart, Bill Doolittle, roberta elliott, kurt Gollnick,
Breck tostevin
Finance Committee
Breck tostevin – Chair, Steve Dart, Gail Delorey, kurt Gollnick,
Craig Johnson
nominating Committee
Jim Bogart – Chair, Sarah Bouchier, alfred Diaz-infante,
Jeri Gattis, kurt Gollnick, Lydia villarreal
Personnel Committee
Jim Bogart – Chair, Gail Delorey, alfred Diaz-infante,
kurt Gollnick, kelly mcmillin
Facilities Committee
Sarah Bouchier – Chair, Jim Gattis, John mahoney
LeaD institute advisory Committee
nina alcaraz, Gary Byrne, Christina Cuevas, karen Csejtey,
Chris Hasegawa, Laura kasa, Stella Lauerman, Barbara
mitchell, reyna navarette, Sue Parris, Jan Phillips Paulsen,
Joy rubey, Blanca tavera
neighborhood Grants Committee
Brielle Bumba, Linda Coyne, Jackie Cruz, Lupita Garnica,
Omar murrillo, John Phillips, Carissa Purnell, Celina trujillo
real estate advisory Committee
Sarah Bouchier – Chair, thomas Bohnen, Christine Chin,
Jim Heisinger (Counsel), John mahoney, Bill mitchell
robert and virginia Stanton endowment Committee
ramona Smith – Chair, Steve Dart, kurt Gollnick,
kip Hudson, Gordon Paul Smith, Breck tostevin
women’s Fund Grants Committee
thomas Bohnen – Chair, tonya antle, Paul Bianchi,
Sarah Bouchier, Jeri Gattis, kurt Gollnick, roberta Huntington,
John Phillips, mark verbonich
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
aDviSOrY COmmit teeS
women’s Fund impact Committee
resource Development
Doud Committee
mary wright – Chair, meg Clovis, ilene tuttle
konny murray – Chair, vivian Brennand, ann Brown,
Joan Crenshaw, karen Csejtey, emily Hull-Parsons,
Felicia Perez-kausin, traci townsend, Jacqueline wolf
in memOriUm
24
A nnual Rep or t 2011
MAGGie DOWNeR
Distinguished trustee
award recipient
COL. DOROTheA (TeRRY) LAYNe
Fund Holder
PAT ShiRK
Legacy Society
2 0 11 H i G H L i G H t O F
aCCOm PLiSH m en tS
— Granted over $7 million
— Created new mission, vision and values statements
— Began implementation of new strategic plan
— Developed new grantmaking framework
— Purchased monterey office building
— Began Salinas office expansion
— initiated Charitable Gift annuities licensing process
— implemented DonorCentral fund holder software
— Created social media presence
— Launched women’s Fund endowment
— accepted $10 million in gifts
— Became re-confirmed in Compliance with
national Standards
PLUS:
Ongoing grantmaking through the General endowment,
women’s Fund, Stanton, technical assistance and neighborhood
Grants; increasing nonprofit capacity through the LeaD institute
and management assistance Program; transitioning the Literacy
Campaign for monterey County to a new nonprofit and hosting the
annual women’s Fund Breakfast and Celebration of Philanthropy.
(l to r) Save Our Shores staffers Laura Kasa, Andrew Hoeksema, Emily Glanville
and Lauren Dockendorf celebrate their efforts to ban styrofoam containers and
single-use plastic bags around Monterey Bay
monterey Office
2354 Garden road
monterey, Ca 93940
Phone: 831.375.9712
Fax: 831.375.4731
Salinas Office
945 S. main St., Suite 207
Salinas, Ca 93901
Phone: 831.754.5880
Fax: 831.754.5876
email: info@cfmco.org
www.cfmco.org
Find us on Facebook at
www.facebook.com/cfmco
Counsel
<---Full Size Vert
Sidney m. morris, esq.
Heisinger, Buck & morris
P.O. Box 5427
Carmel, Ca 93921
831.624.3891
member, Council on Foundations
<---- Full Size Horiz
member, League of California
Community Foundations
Confirmed in Compliance
with national Standards for
U.S. Community Foundations
<---- Mini Size Ve
Graphic Design: Osborne Design
Publication Coordination: amanda Holder
Photo by Chip Scheuer for Santa Cruz weekly
Printed on recycled paper
<---with vegetable
basedMini
ink
C ommunit y Found ation for M onterey C ount y
Size Ho
25
25
Non-Profit
US Postage
PAID
Permit No 137
Monterey CA
2354 Garden Road • Monterey, CA 93940
www.cfmco.org
ADDRESS SERVICE REQUESTED
“Healthy, Safe, Vibrant Communities”
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A nnual Rep or t 2011