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2012 Annual Report
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Claire Clark Interim Chief Executive Officer
Ann Robinson President
Putting The Community First
Dear Friends,
The Community Foundation’s goal is to help caring people do great things
that benefit all residents of San Luis Obispo County. When you choose to
partner with us, you join with other generous friends and neighbors to provide
grants and support initiatives that help nonprofits do their good work. In fact,
we have provided more than $24 million in grants, and our endowment has
grown to more than $32 million since we began our work in 1998!
Growth of any successful organization means change, and this past
September our Executive Director, Barry VanderKelen, left the Foundation
for new challenges. Barry had been at the Foundation for seven years. During
that time he led the Foundation’s endowment growth and was instrumental in
the Foundation being recognized and respected throughout San Luis Obispo
County, the state of California and beyond.
To help with our transition to new leadership, Claire Clark agreed to be
our Interim Chief Executive Officer. Most recently, she served as a member of
The Community Foundation Board since 2011 and stepped off the Board to
assume this position. She brings a background in economic development, real
estate law and education to her new role.
A national search is currently being conducted for our new leader.
We are so pleased to report that due to the generosity of our donors, we
have reached our goal of owning our Barneberg House debt-free! This enables
us to direct more support to nonprofits and community initiatives. Thank you
to everyone who helped us to accomplish this goal!
Last, but certainly not least, we made a subtle change to our name to
better reflect who we are and what we do. We put The Community first in
our name to emphasize our role as a county-wide community resource for
philanthropy.
We are honored to be your trusted partner. To find out more about
how our work impacts the county’s communities, please visit our website or
contact us to sign up for our electronic donor newsletter by sending a request
Thank you for joining with us in putting The Community first!
For corrections or updates contact [email protected] Visit the Community Foundation online at cfsloco.org 3
Virginia and Burt Polin were married for nearly 70 years. A San Luis Obispo native and lifelong resident, Burt was a dry land wheat rancher for more than 40 years on the Carrizo Plains ranch he inherited from his grandfather. He was a shrewd estate investor and broker, opening Polin-Truchan Realty in 1964, and a member of the Elks Club and the Caballeros. Virginia was passionate about singing soprano in many groups in the community and being active in the Symphony Guild and Art Association. The couple supported the SLO Symphony and Cal Poly, and they were well-known members and supporters who devoted time and energy to the local agricultural community.
The charitable portion of the Polin’s estate was distributed to The Community Foundation in 2010 after Virginia passed away. Their legacy lives on through the good work of over 30 nonprofit organizations – many of them in SLO County. In fact, $2.7 million from the Polin’s estate supports 13 nonprofits in SLO County. (see a listing of the local grantees on our website)
“It is such an honor to be entrusted by the Polins to carry out their charitable legacy in our community and beyond. We take pride in our stewardship to ensure that the intentions of our donors are carried out with the utmost care,” said Janice Fong Wolf, Director of Grants and Programs.
If you are interested in planned giving opportunities with The Community Foundation, please contact us for more information.
Burt and Virginia PolinVallerie and Gary Steenson have been residents of San Luis Obispo for 16 years. They served together in the Peace Corps and have been actively engaged with several local nonprofits. They have been volunteer tutors for the SLO Literacy Council and currently deliver lunches to house-bound seniors for the Senior Nutrition Program.
Vallerie’s relationship with The Community Foundation began when we moved our offices into the Barneberg House in 2011, making us a next door neighbor. To learn more about us, she became a volunteer. “I’ve been involved with the League of Women Voters, the Literacy Council, Habitat for Humanity, and the Workforce Housing Coalition. I was curious about how The Community Foundation fit in with all of the nonprofits doing good work in our community,” she said. “I’ve been inspired to continue as a volunteer because now I know [what the Community Foundation does] – Women’s Legacy Fund, Raising A Reader, all the inspiring programs, and the support provided to local people wanting to make a contribution to our community. Also, everyone at The Community Foundation is really nice and appreciates what I try to do as a volunteer.”
The couple’s involvement with The Community Foundation was deepened when they chose to support the Raising A Reader program in memory of Vallerie’s mother and father, Joseph A. and Martha C. Bennett. “Our top concern for SLO County is education for those children who are economically disadvantaged and may have trouble in school as a result. That’s why we support Raising A Reader.” said Steenson. “Having worked with the Literacy Council and Habitat for Humanity, we know that there are families in our community that need extra help to ensure that their children are ready to attend school. We see Raising A Reader as a program that involves parents and gives their children a better chance to succeed in school.”
The Steenson’s support of Raising A Reader will help to expand the program’s reach to Nipomo where it has been determined that the need is greatest for the program.
Raising A Reader requires sustained support for its 27 classrooms that are located throughout the county and serve more than 450 children from low-income families. To find out more about the Raising A Reader program and how you can support it, please visit our website or contact us.
Vallerie and Gary Steenson
Burt W. Polin
(L to R) Burt Polin, Rose Polin McKeen (sister), Virginia Polin, Martin Polin (brother) from 1983
Virginia “Ginny” Polin
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Gary and Vallerie Steenson
4 ThE COMMunITy FOundaTIOn San LuIS OBISPO COunTy 2012 annual Report
The Community Foundation has a vested interest in seeing our local high school students be successful with their college ambitions. Our program has grown to 28 scholarships that are available to local high school students in diverse areas of interest such as golf, nursing, ballet, science, automotive studies and community leadership.
College Night, an annual event that had been held for many years, was discontinued in 2010 after continued cutbacks in funding at
local area high schools and Cuesta College. The event had offered students the opportunity to learn about colleges from across the country and to find other resources
they needed to help make an informed decision about college.
“Providing adequate information for graduating high school students about available college options can assist students in making better choices that suit their lifestyle and improve their ability to succeed,” said Angela Hollander, Scholarship Program Associate.
Recognizing that students and their families needed this assistance, The Community Foundation began
a partnership with Cuesta College in 2012 to bring College Night back to San Luis Obispo County. Attendance exceeded all expectations when over 500 students
and their families from across the County took advantage of the opportunity to attend during the first year.
Seventy college representatives
College Night
were available to speak with students, along with workshops about finding the perfect college, financial aid and scholarships,
recruiting realities for athletes, and writing a college admissions essay.
In addition, many local organiza-tions, businesses and private donors supported this event with financial donations, as volunteers, and with goods and services.
The large attendance inspired The Community Foundation and Cuesta College to agree to hold the event again in 2013.
The Community Foundation is proud to be a partner in helping to make college more accessible to all students in SLO County through our scholarship program and this College Night event.
Planning for next year’s College Night begins in the spring. If you would like to become involved as a sponsor or volunteer, please contact us.
“Providing adequate information for graduating high school students about available college options can assist students in making better choices that suit their lifestyle and improve their ability to succeed.”
For corrections or updates contact [email protected] Visit the Community Foundation online at cfsloco.org 5
Kayla GregoryKayla Gregory graduated from
Mission College Prep in 2011. She is attending Johns Hopkins University and majoring in Biomechanical Engineering with minors in Spanish for the Professions, and Entrepreneurship and Management. “School-wise this semester has been the most challenging one so far, but I guess that’s normal from what the upperclassmen have told me,” said Gregory.
In addition to a challenging class schedule, Gregory works a part-time job in the admissions office and serves on the Hopkins Hosting Society Executive Board as the Co-Director of the Leadership Board. Her efforts help prospective students and their families experience some
extended time on campus to help with their college decision-making process. She has also been selected by the
Dean of Student Life to serve on the Undergraduate Academic Ethics Board and the Undergraduate Conduct Board.
Amazingly, she still finds a way to balance her time with some fun. “I have joined the gymnastics team to keep myself active and give me a chance to get away from campus now and then.” said Gregory.
Pat and Ben McAdams
The Kelly A. McAdams Memorial Scholarship was established in 2007 by her parents, Pat and Ben McAdams, to provide scholarship support to deserving students and honor the memory of Kelly, a graduate of our local schools and a life-long student who had an inquisitive mind. Recipients of this scholarship receive support for all four years of their college expenses.
“Being partners with The Community Foundation has been great! We established this fund to help students with their education, and we are so pleased to see the excellent recipients who are chosen through The Community Foundation’s application process.” said Ben McAdams. “Our goal is to grow our scholarship so it can provide even more support to our local students.”
“We have great confidence and trust in The Community Foundation and believe that partnering with them is best way to have long-term support for our community managed. We want this scholarship to be a part of our legacy in the community, and know that The Community Foundation will make sure that happens,” he said.
Two very impressive recipients of the 2012 Kelly A. McAdams Memorial Scholarship share their experiences during their first year at college.
Tucker MarsanoTucker Marsano, also a 2011
graduate from Mission College Prep, attends the University of California, Los Angeles (UCLA). His hard work has led him to be placed on the Dean’s Honor List, and to become a member of two honors societies, Alpha Lambda Delta and Phi Eta Sigma. He is currently pursuing a double major in Economics and Com-munications Studies as he works towards his goal of a career in marketing and advertis-ing. Even though he has a double major, Marsano plans to graduate within four years. “My first year of college was a whirlwind of experiences with some of the most amazing people. Even though I am extremely excited to come home, I can’t wait to start my second year as a Bruin,” he said.
For extracurricular activities, he chooses carefully to ensure he can have fun while still advancing towards his future aspirations. He is a member of an international business fraternity, where he serves as the Director of Marketing for UCLA’s chapter, has involvement with Bruin Marketing and will be on the design staff of the Bruin Business Review publication next year. He will also be working with the Student Alumni Association as Creative Media Director to help promote UCLA’s events.
Even while he was at home during UCLA’s summer break, he took a Communication Studies class at Cuesta College and held two marketing internships with local businesses.
His closing sentiments are what help drive our work in the scholarship program. “As you can tell, I am doing everything imaginable to ensure that I make the most out of every opportunity before me. I want to thank The Community Foundation from the bottom of my heart for making these opportunities possible.”
We are proud to share that we have awarded more than 600 scholarships, worth more than $1 million dollars, to local students since our scholarship program began in 2003. In 2012, we awarded 45 scholarships totaling $89,350. If you would like to help with the edu-cational goals of our County’s students, visit our website for information about our 28 scholarships, or contact us if you would like to establish a fund of your own!
Scholarship Program
6 ThE COMMunITy FOundaTIOn San LuIS OBISPO COunTy 2012 annual Report
Jack Brill – Lifetime Achievement Award
Diagnosed with Parkinson’s dis-ease in 2006, Jack Brill has served as President of the Central Coast Par-kinson’s Support Group (CCPSG) since 2007. He has used his posi-tion to make the meeting room for
CCPSG’s monthly meeting more accessible and com-fortable for the members and their caregivers. For instance, he implement-ed a microphone and loud speaker system to combat the loss of voice volume which many people with Parkinson’s experi-
ence, ensuring that all voices can be heard during meetings. In addition, he is working with U-Step Corpo-ration to redesign their walkers to make them more suitable to people with Parkinson’s. Brill created the Equipment Exchange Program to facilitate the transfer of equipment between individuals, and has helped improve the lives of those in the community with Parkinson’s…truly an inspiring leader!
Awards
Brady Cherry – Individual Award
Brady Cherry, Director of Atascadero Parks and Recreation, did not hesitate when asked by some local parents for use of the sports facilities for disabled individuals. He offered the Atascadero gymnasium and sports facilities at no cost for the group’s weekly Adaptive Sports Program. He also helped the program to become city sponsored so it could be positioned to become a non-profit organization. Cherry has become a key figure in the creation of the Adaptive Sports Program that offers athletes, aged 17-56 with various physical and intellectual challenges, an opportunity to come together weekly and bond as they participate in the joy of sports.
Jack Brill, Brady Cherry, Regal Cinemas and TMHA Peer Advisory and Advocacy Team were the 2012 recipients of the 11th Annual Paul Wolff Accessibility
Advocacy Awards (PWAAA) at a benefit dinner held at the Chumash Auditorium
at Cal Poly State University in San Luis Obispo. PWAAA award
recipients are recognized for their exemplary contributions of time, energy and talents toward creating a more accessible San Luis Obispo County.
Business AwardRegal Cinemas of Arroyo Grande
was the first and only movie theater on the Central Coast to offer acces-sible movie options for individuals with disabilities in 2012. The Audio Description (A-D) option provides visually impaired individuals with headphones that play an addi-tional soundtrack during breaks in dialogue. The soundtrack includes brief words to describe the visual elements of a movie. The Open Cap-tion (O-C) option displays the audio elements of a movie in text form, to allow people with hearing impair-ment to experience all aspects of a film. Regal Cinemas of Arroyo Grande is a leader in making going to the movies an enjoyable experi-ence for all individuals through their A-D and O-C options.
For corrections or updates contact [email protected] Visit the Community Foundation online at cfsloco.org 7
The 6th Annual Isabel P. Ruiz Humanitarian Award was given to Jeanette Duncan, Executive Director of People’s Self-Help Housing (PSHH). Her community advocacy spans 42 years and counting. Under her leadership many programs have been developed that benefit youth, low-income families, farm workers, seniors and the homeless.
Duncan has been the guiding force in the development of 627 units of affordable housing in San Luis Obispo County, providing quality shelter and education and wellness
Jeanette Duncanprograms for 2,000 adults and children in 22 apartment complexes in 10 communities. She works long hours, travels frequently to the east coast to secure more funding, and knows most of the residents.
Under Duncan’s leadership, PSHH produced award winning affordable housing developments, and was named 2011 Builder of the Year by Home Builders Association of the Central Coast.
Duncan’s accomplishments underscore her compassion and tireless efforts to ensure that PSHH
tenants have pride, comfort, and feel safe in their housing.
A notice is placed on our website in the summer when nominations for this award are being accepted.
Organization AwardThe Peer Advisory and Advocacy
Team (PAAT) works collaboratively with mental health groups through-out San Luis Obispo and Santa Barbara Counties to enhance the mental health system, educate the community, and eliminate the dis-crimination and stigma often associ-ated with mental illness. The PAAT hosts two Community Forums each year to help educate the community about mental health issues, as well as provide connections to available resources. These forums include resource and mental health services fairs, distinguished keynote speak-ers, panel discussions, Q+A sessions, along with the screening of two documentaries that raise awareness of the stigma against individuals with mental illness. The PAAT is us-ing public education, advocacy, and awareness to mitigate the challenges of individuals battling mental illness in the community.
A notice is placed on our website in February when nominations for the PWAAA awards are being accepted.
For more information, visit our website or contact us.
(L to R) david Ruiz, Jeanette duncan, napoleon Ruiz
Isabel P. Ruiz
8 ThE COMMunITy FOundaTIOn San LuIS OBISPO COunTy 2012 annual Report
The Community Foundation relies on a team of passionate and dedicated Board members who tirelessly give of their time to help guide our future. Their commitment to the organization provides stability as we continue to change and grow.
Board Members Jim Brabeck Claire Clark lee Hollister Steven Jobst Steve McCarty norman Mendel
Mike MinerMike patrickBarbara partridgeJohnine talleynick thille
2012 Board of Directors
Founders We will be forever grateful for the generosity of our Founders who realized that local leadership in charitable giving will create a better SLO County.
M. Richard & Joyce J. Andrews Foundation in honor of Carrol R. Pruett
lyn & Aaron BakerBarbara BellButz Construction, Inc.Vicki & Howard Carrollpaula & Chris DamanAlison & John DenlingerJohn DeVincenzo ernst & Mattisonlinda & terry FibichMorgan Flagg Family Foundation
in memory of Lou & Lori FlaggVel & Abe FloryJoan & lawrence FoelkerAnn C. FreemanDiane & Al Fritzpatricia Gomez & Frank Seiple Walter Clay HillClifford B. Holserperry & James Jamiesonletha & Glenn Josephson
Dee laceyCarol J. Hanna, M.D. &
pamela J. lee, ph.D.linda & Wayne lewislisa e. Kilburn & James F. Maino linda & Greg McMillan lou & Dean Miller Kimo pankeyBarbara & John patridge Carolyn & Michael pineauDiane & nick pokrajacJoan & Carrol pruettlaurie & Rob RossiCarol & Jerry SantensBetty SchetzerCarol & Warren Sinsheimernorma & Jim SintonJane & Steve Sinton Johnine & Brian talley Rosemary & Don talleySusan & Ke-ping tsaoCindy & Karl Wittstrom
New FundsIn 2012, we had the honor of establishing 14 new funds. To find out more about all of our funds, please visit our website, www.cfsloco.org.
Stan and elaine Rosenfield endowment Fund
S. Sami Solu, M.D., Charitable Fund
Burt W. polin and Viginia polin Charitable Gift Fund
louis and Ann Robinson Charitable Fund
Cayucos lost at Sea Memorial Fund
Slo Clean energy Fund
life long learners of the Central Coast Fund
ReSAFe Fund
Burt W. and Virginia polin Fund for Mental Health
Douglas DeGross Scholarship for Automotive Studies Fund
Burt W. polin and Virginia polin Farm Bureau Scholarship Fund
Burt W. polin and Virginia polin elks Scholarship Fund
Jennifer thoma Memorial Ballet Scholarship Fund
Allan Voigt M.D. Memorial Scholarship Fund
VisionariesWe are honored to recognize those who have joined our Community Foundation family with the philanthropic vision of making our resident’s current needs and future their priority.
Charles and Susan AtleeJim and lyn BakerMs. Barbara BellBill Broadbent and
Sandra JenkinsMs. Wendy BrownJohn and nancy BrunoDr. David BurtMs. Arlene ChandlerKim Conti and Dan DeGrootelaine Cormier and
Richard enfieldMr. Robert CowanMrs. Mary Jo DeSioMr. and Mrs. John eichlerDavid and Sandy GarthBeverly and Bryan GinggBrenda Buchbinder HockFrank and Betsey Kelton
Ms. elizabeth Kiserpatricia KohlenWayne and linda lewisClayton Marsh and
George VillanuevaDonald and elizabeth
MaruskaMr. Russee parvinDD and Mike patrickRichard and Carol RobertsAnn and lou RobinsonMs. Anita Shower RobertJane and Steve Sintontom Stein and Jill St. JohnAnn travers and
Barbara nordinMr. paul Yeager30 Donors
wishing to remain anonymous
ann Robinson, Vice President
dee Lacey, President
Bill Raver, Treasurer/CFO
Barbara Bell, Secretary
For corrections or updates contact [email protected] Visit the Community Foundation online at cfsloco.org 9
Community Members Serving on Board CommitteesWe extend a special thanks to members of our Com-munity who give so freely of their time to share their expertise and perspective to help keep us connected to our partners and the needs of SLO County residents.
Jay Beck Mary Bettencourt Jim Black Anthony Brizzolara Wendy Brown Rachel Carscaden Donn Clickard Julian Crocker Craig Darnell ReeseDavies Brenda Hock
Wayne lewisBen McAdamsKay MillerZiyad naccashaJoan parkerRoy RawlingsJane Sintonliz SummerDan troyRon Yukelson
VolunteersOur volunteers are an integral part of our staff. Their assistance and passion for our work is invaluable and we are so very grateful for their gift of time.
2012 StaffOur staff is passionate about our mission and committed to excellence in everything they do.
Barry VanderKelen, Executive DirectorJanice Fong Wolf, Director of Grants & ProgramsHolly Corbett, Director of FinanceAngela Hollander, Scholarship Program Associatepat Holley, Donor Services & Communications AssociateKaren Bolen, Finance Assistant
Kathy Evans Vallerie Steenson
Our Core ValuesPromote and Facilitate Collaboration in all of our work.
We recognize, honor and take advantage of the strengths, talents, and expertise of each other.
We trust and rely on each other and our partners to ensure success in our work.We work to have effective communication within our team and with all of our partners.
We treat others as we would like to be treated.
Strive for Excellence in everything we do.We aim to exceed expectations.
We adopt, support, and maintain best practices in grantmaking, fiscal management and gift planning.We are knowledgeable about our communities and practice continuous learning.
We are responsive and timely in our communication and actions.
Exercise personal and professional Integrity in all interactions.We demonstrate honesty, trust, confidentiality and mutual respect.
We do the right thing even when it is difficult.We exercise consistency in decision making, and are transparent about our process.
We are accountable and responsive.
Practice servant leadership in our Stewardship of resources entrusted to us.We honor Donor intent.
We use care and responsibility.We have a long term view in all of our actions.
We operate from a place of gratitude.
Exemplify Inclusion.We recognize and accept differences, diversity and
other's life challenges and experiences.We welcome contributions from
everyone at all levels.
$0
$5M
$10M
$15M
$20M
$25M
$30M
$27,094,214$27,054,092$24,416,200$20,027,554$25,938,114$24,589,026$19,068,093$16,901,280$15,308,969$11,949,937$4,256,079$1,933,288
2011$30,731,575
201220102009200820072006200520042003200220012000
Countywide$1,605,267
No. County$137,217
Coastal$44,921
So. County$2,063,993
SLO$179,000
Out of County$1,761,758
10 ThE COMMunITy FOundaTIOn San LuIS OBISPO COunTy 2012 annual Report
FinancialsIn 2012, we distributed 421 grants valued at $5,792,156
Endowment Growth
Grants by Region
Grants by Program Area
Arts $344,130
Environment $56,024Faith Based $8,000Historical $5,000
Community Enhancement $121,791
Education$1,671,880
Health$ 2,199,658
Human Services$812,996 Recreation $15,070
Scholarship $557,607
For corrections or updates contact [email protected] Visit the Community Foundation online at cfsloco.org 11
Balance Sheet
Fiscal years ending December 31, 2012 & 2011
ASSETS 2012 2011Cash & Cash Equivalents $4,108,047 $4,850,566
Investments 29,784,456 25,428,399
Contributions Receivable & Prepaids 7,646 15,982
Real estate held for sale — 735,000
Furniture & Equipment (less depreciation) 1,748,662 1,771,464
note Receivable 350,508 353,718
Future Interests & Other assets 354,204 306,639
Total Assets $36,353,523 $33,461,768
CURRENT LIABILITIESaccounts Payable & deferred Revenue $150,728 $237,154
note Payable 322,792.00 333,390
Organization Funds 3,190,202 3,121,322
net assets 32,689,801 29,769,902
Total Liabilities & Net Assets $36,353,523 $33,461,768
All grant graph data is un-audited. 2012 Audit Conducted by Caliber Audit & Attest, LLP
Audited statements and Form 990 available on website.
550 Dana Street San Luis Obispo, CA 93401
phone 805.543.2323 fax 805.543.2346 [email protected]
cfsloco.org
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