2012 Annual Report - Cfosj

2012 Annual Report217 North San Joaquin StreetStockton, CA 95202“The best use of life is to invest it insomething which will outlast life.”– William James672 West 11th StreetTracy, CA 95376(209) 943-2375assistant@cfosj.orgwww.cfosj.org

MESSAGE FROM THE CEOCEO & PresidentLinda PhilippSTAFFWhat an exciting time at the Community Foundation of San Joaquin! We are growing, exploring and trying newways to serve donors, nonprofit organizations, professional advisors and everyone who seeks to make our communitya better place through charitable giving.2012 saw tremendous advancements in so many areas: Funds increased – we added 14 new funds last year Grants increased – we contributed 467,000 to local, regional and national nonprofit organizations Assets increased – at the end of 2012, we had 3,700,000 in assets New donor portal added – fund holders may now view their fund information in a secure onlineenvironment any time they wish to view their balances, giving history, agency updates or to make a grant Staff added – we welcomed Brittany Griffin, executive assistant, and Julie Minton, controller, to the CFOSJ Team Second Annual Community Philanthropy Summit – drew 200 to this successful annual local conference onphilanthropy co-hosted by CFOSJ and the Lodi Community Foundation Fifth Annual Super Bowl Raffle – we were invited to serve as the Lead Managing Agency for this annual project that raisedmore than 330,000 for 26 local charities thanks to the generosity of the Alex and Faye Spanos Family and ticketbuyers everywhere!ControllerIn addition, we were delighted to welcome Moses D. Elam, MD, physician in chief for Permanente Medical Group to theCFOSJ Board of Directors. Dedicated director Teresa Mandella assumed the role of Board Chair in 2013 and is ably assistedby Vice Chair Duane Isetti, Secretary Cynthia Souza, and Treasurer David Vaughn. It is a both a privilege and a pleasure toserve with all of our directors who work year round to help promote and fulfill the mission of the Community Foundation ofSan Joaquin. To a person, these are well-known community leaders who bring passion and energy to this organization and ourcommunities.Julie MintonExecutive AssistantWho knows what the future will bring? While some of our residents and municipalities continue to struggle, othersare blossoming. Our country is thankfully recovering from one of the worst financial downturns in history, but it is aslow recovery at best with ups and downs along the way. One thing I do know for sure (thank you, Oprah), is that yourCommunity Foundation of San Joaquin will be here ready to support this entire region through both the challenges and thetriumphs. We hope you will join us.Linda PhilippCEO and PresidentBrittany GriffinB O A R D O FF ICE RS & DIRE CTORS2ChairpersonVice ChairpersonTreasurerSecretaryPast ChairmanVice PresidentTeresa MandellaDuane IsettiDavid VaughnCynthia SouzaScott BeattieLinda GuinnMoses Elam, M.D.Robert KavanaughTed LelandCharles Patmon IIIDavid VaccarezzaJohn Vera

LET’S GET STARTED CREATING A FUND:Decide when and what to give, pick a name and choose a fund type. It’s that easy!THE COMMUNITY FOUNDATION OF SAN JOAQU IN OFFERS A VARIETY OF FUNDS DONOR ADVISED FUNDS – Allows the donor to donate now,grow funds and recommend specific grants at a later timeYusuf A. Bargoma Fund for the ArtsBeattie Family Charitable FundJoan C. Beattie Memorial FundLorna L. Boothroyd FundC B Merchant Services Charitable FundCalone Law Group and Business Journal Secret Santa FundC. Joseph and Helen Crane Family FundChispita FundMichael P. Duffy Family FundGrewal Family FundKids Taking a Stand FundTed and Stefanie Leland Family FundThe Mandella FundSandra Mazzuola FundCharles Gordon Patmon and Dorothy Norris Patmon PerpetualMemorial FundPaul and Irene Perkins Family FundLawrence and Linda Philipp Family FundBill Pollard Scholarship FundThe Louis and Audrey Shoneff Charitable FundTSH FundJohn R & Francesca Vera Family FundNishka M. Yudnich FundAGENCY FUND – A simple, efficient way to create sustainability for nonprofitsAlpha Psi Foundation Agency FundChild Abuse Prevention Council of San Joaquin County Agency FundChild Abuse Prevention Council Foundation Agency FundEmergency Food Bank of Stockton Agency FundFamily Resource and Referral Center Agency FundIMPACT Agency FundKiwanis Club of Stockton Foundation Agency Fundone.TLC School for Homeless Children Foundation Agency FundSan Joaquin County Bar Foundation Agency FundSan Joaquin County Office of Education Educational Foundation FundSt. Mary’s Dining Room Agency FundThe Stockton Fund for AnimalsUnited Cerebral Palsy Agency FundWomen’s Center Youth and Family Services Agency FundLemonade Stand – These young philanthropists known as “KidsTaking a Stand” have been raising funds for cancer services for severalyears. They have opened a Donor Advised Fund so that donors maycontribute to their efforts year round.Agency Endowed Funds – Long-term funding mechanismto create sustainabilityAssistance League of Stockton EndowmentBoys & Girls Club of Tracy EndowmentGrand Foundation EndowmentHospice of San Joaquin EndowmentSAIL EndowmentUnited Cerebral Palsy EndowmentDesignated Funds – Provide support to a specific nonprofit orarea through a long-term giftBoard of Directors/Founders FundCFOSJ LLCCommunity Philanthropy SummitSuper Bowl RaffleLegacy Society – Planned gift for charitable causes for the benefitof future generationsDuane Isetti – FBO United WayRobert V. and Janet S. Kavanaugh39Funds by Year252111200820092010201120123

2009-12 GRANT SUMMARY2012 Grant Summary 150,512Social Services 137,725Children & Youth 51,202Women’s Services 42,600Health Care 32,325Education 15,265Philanthropy 9,500Scholarships 6,861Arts/CultureGrants by Year2010201120122009 3,0004 129,800 148,600 467,040

GRANTSTotaled 467,040 in 2012Board Chair TeresaMandella (L) presented agrant to (from middle toright) Donna Andersonand Joelle Gomez of theWomen’s Center Youth &Family Services.Rebeca Knodt of The Emergency Food Bank of Stockton, Leslie Heier of UnitedCerebral Palsy, and Lindy-Turner Hardin of the Child Abuse Prevention Councilaccepted grants for their organizations during the Evening of Gratitude.Board Secretary Cynthia Souza presented a grant and toured the TracyInterfaith Ministries facilities with two of the organization’s lead volunteers –President Renee Reece and Director Darlene QuinnAmerican Red CrossAssistance League of StocktonBoys & Girls Club of LodiBoys & Girls Club of Manteca/LathropBoys & Girls Club of TracyCalif. Association of Collectors EducationalScholarshipCatholic Charities of StocktonChild Abuse Prevention CouncilChildren’s Home of StocktonChildren’s Hospital of OaklandChildren’s MuseumColonial WilliamsburgCommunity Partnership for FamiliesDelta Humane SocietyDisabled American VeteransEmergency Food BankFirst Tee San JoaquinGive Every Child a ChanceGoodwill IndustriesGospel Center Rescue MissionGOT Kids (Lodi High School Athletics)Haven of PeaceHaven Women’s Center of StanislausHospice Tree of LightsInterfaith MinistriesJagged Lines Art AcademyJunior AchievementLadybugs of San JoaquinLodi Community FoundationLodi HouseMake-A-Wish FoundationMary Graham Children’s Shelter FoundationMcHenry HouseMediation Center of San JoaquinMicke Grove Zoological SocietyOblates of St. Francis de Salesone.TLC School for Homeless ChildrenSalvation ArmySalvation Army Lodi - Hope HarborSan Joaquin A San Joaquin County Office of EducationEducational FoundationScottish RiteSecond Harvest Food BankSeedsSt. Mary’s Dining RoomSt. Mary’s High School FoundationStockton Shelter for the HomelessStockton SymphonySunflower PresentsTiger AquaticsTokay Football Booster ClubTracy Interfaith MinistriesUnited Cerebral PalsyUnited WayUniversity of California Berkeley FoundationUOP (Harmony StocktonWomen’s Center Youth & Family Services ofSan Joaquin CountyYMCA of San Joaquin County

EVENING OF GRATITUDEThe Community Foundation of San Joaquinheld its second Evening of Gratitude in October2012 to recognize outgoing and incoming boardmembers and thank fund holders for theirparticipation and support. Guests gatheredfor cocktails and appetizers at the StocktonGolf and Country Club to learn about theFoundation’s growth and plans. Grants to threelocal nonprofit groups were also awarded.Ray Baglietto with his granddaughter Alyssa PetrinoScott BeattieMary Bava, Frank & Teresa MandellaLorna Boothroyd, Ellen & Ray McCrayAssistance League representatives Camilla Wolak,Vi Howard, Peggy YorkeAt the United Way’s Power of One Luncheon were(Back row, L to R): Lisa Richmond, Linda Philipp,Janelle Nelson and Brittany Griffin; (Front row,L to R): Teresa Mandella, Francesca Vera, BridgetChilds and Carrie Sass.Linda Philipp (L) and Dianne Gini (R) congratulated Gloria Souza on receiving the Tracy HospitalFoundation’s 2013 Champions of Health Awardwith her husband Tony.Cynthia Souza and Linda Philipp attended theAmerican Heart Association’s “Go Red for Women”Luncheon in Stockton to raise awareness and fundsfor heart disease prevention.Directors Pat Patmon and Duane Isetti made apresentation about the Community Foundationof San Joaquin to the Rotary Club of Stockton.CFOSJ in theCommunityCFOSJ representatives were pleased to be present forthe first Advancing Women’s Leadership Conferenceat University of the Pacific in 2012. Back row(L to R): Janelle Nelson, Linda Philipp, and GiaDuffy; front row (L to R): Teresa Mandella,Francesca Vera and Linda Guinn.6

John Ledbetter, Linda Philipp, Scott Beattie, Darrell DrummondKate Macek, Andrew MendozaDea Spanos Berberian, Jerold PanasNovember 2012Diane Park, Sharon StokesGreg Aghazarian, Tim DalyAnn PridgenAttendeesKevin Sanguinetti, Bob Fay,Edward FigueroaKEYNOTE SPEAKERD an P a l l otaInnovation Expert & Social Entrepreneurwww.advertisingforhumanity.comWatch Dan’s TED Talk at www.ted.comTUES DAY, NOV E M B E R 1 2 , 2 0 1 3 H UT C H IN S ST REET SQUA RE LO DI , CAwww.philanthropy-summit.com

2012 RAFFLEDea Spanos Berberian, Faye Spanos, Ann Johnston,Natalia Orfanos, Linda PhilippDonna NgRay McCray, Cynthia SouzaAgency RepresentativesBrittany Griffin, Faye SpanosTickets! Tickets! Tickets!2013 RAFFLEticket order formPlease send me raffle ticket(s)@ 100 each for a TOTAL of Please CheCk the Charity of your ChoiCeNameAddressCity State ZIPPhoneE-mailPayment Information Check payable to Community Foundation of San Joaquin Visa Mastercard AMEXName on CardCard Billing AddressCard NumberExp. Date / (MM/YY) Security CodeSignatureMAIL completed form & check / credit cardinformation to:Community Foundation of San Joaquin P.O. Box 286 Stockton,CA 95201FAX completed form & credit card information to: (209) 593-2333 faxFor more information: (209) 943-2375 www.cfosj.orgdrawing dateDecember 12, 2013Super Bowl Tickets generously provided byAlex & Faye Spanos and Family Alpha Psi FoundationAmerican Red CrossBoys & Girls Club of Manteca/LathropBoys & Girls Club of TracyChild Abuse Prevention CouncilChildren’s Home of StocktonChildren’s MuseumCommunity Foundation of San JoaquinCommunity Partnership for FamiliesDelta Humane SocietyDisabled American VeteransEmergency Food BankThe First Tee of San JoaquinGoodwill Industries of San Joaquin ValleyHaven of Peace Women’s ShelterJagged Lines Art AcademyMake-A-Wish FoundationMary Graham Children’s Shelter FoundationMcHenry House Family ShelterMediation Center of San JoaquinRipon Community FundScottish Rite Center for Childhood Language DisordersSt. Mary’s Dining RoomTiger AquaticsUnited Way of San Joaquin CountyYMCA of San Joaquin County

Micke Grove Zoological Society Oblates of St. Francis de Sales one.TLC School for Homeless Children Salvation Army Salvation Army Lodi - Hope Harbor San Joaquin A San Joaquin County Office of Education Educational Foundation Scottish Rite Second Harvest Food Bank Seeds