CREATINGOur Future Together
C O M M U N I T Y
F O U N D A T I O N
Stewardingdonor legacies
Training leaders,Educating donors
Investing in ourCounty’s future
2009 A REPORT TO VENTURA COUNTYVentura County Community Foundation
A community foundation occupies a unique place in a region like Ventura County. Its purpose is to protect the charitable capital
entrusted to its care for the future, and to work with donors, nonprofits, community leaders and outside partners to harness that philanthropic capital to address the challenges faced by the people of Ventura County.
As the financial convulsions of 2009 evolve into a still difficult-to-predict 2010, we remain grateful for the privilege of working with so many donors, partners and friends to fulfill our core responsibilities:
Stewarding donor legacies•Training leaders and educating donors•Investing in the future of Ventura County•
We remain, 23 years after our founding, committed to one simple but powerful ideal: earning the trust that will make us an indispensible philanthropic partner dedicated to strengthening the future of our county.
This annual report to the community reflects the core values we hold at the heart of our mission, to promote and enable philanthropy to improve our community, for good for ever.
We believe our work requires specialized skills, which we work hard to perfect. These include:
Protecting donor intent to ensure these •wishes are carried out long into the future;Disciplined and skillful management of long-•term endowments to fund that intent in perpetuity;Evaluation of grantmaking and operations to •
deliver our mission efficiently and effectively;Training leaders among local nonprofit •boards and staff;Investing in a brighter future through •scholarships for students and those needing training in our workforce.
In this report, you will see how we carry out these responsibilities, how local philanthropy has made a difference in our region and how leadership, at multiple levels, is a core value that we not only teach but try to model. In these especially tumultuous times, we are persevering to ensure the legacies donors entrusted to our care continue to make a difference they intended.
Business guru Peter Drucker observed the best way to predict the future is to create it. After such an unsettling year, the future seems more uncertain, and the consequences of the global economic slowdown are both real and profound. But the talent and desire to create a better tomorrow and to work with others in its pursuit are assets that do not fluctuate with market values. They are valued at VCCF every day and fuel our work.
We have the great privilege and opportunity to create a future that reflects the investments of donors and partners to meet the needs of our neighbors and to build healthy communities with nonprofit institutions that will protect, preserve and nurture a future for our children, a future that is worthy of those who paved the way for our success.
Thank you for your faith in our partnership. Come join us in this good work.
Staying the course in times of Challenge
Pierre Y. Tada, Chair, Board of Directors
Hugh J. Ralston, President & CEOFrom left: Hugh J. Ralston and Pierre Y. Tada
The year at a glanceVCCF navigates a turbulent economy while helpinglocal nonprofits stay afloat through grants and training
JanuaryArmando Lopez •joins the VCCF Board of Directors.
The ArtsLIVE •Initiative holds its first public convening: “Building Communities through the Arts” – with nationally known expert Jerry Yoshitomi.
FebruaryVerizon awards •$50,000 to support VCCF’s new technology strategies, including an online community platform.
VCCF Board cuts •the VCCF budget 15 percent due to the impact from historic downturn in the financial markets.
MarchThe Mary Leavens •Schwabauer Leadership Fund is launched at an event to honor Schwabauer as she steps down as Board chair.
AprilDestino: The •Hispanic Legacy Fund awards eight grants – totaling $51,000 – to programs serving Ventura County’s Latino Community with a broad focus on literacy.
May
The ArtsLIVE •Initiative awards its first round of grants – totaling $129,950 – to nonprofits and individual artists, with a focus on visual arts.
VCCF holds special •open investment committee for donors and beneficiaries.
JuneA record number of •scholarships – nearly 380 awards, totaling more than $1.35 million – is awarded at the annual VCCF Scholarship Awards Reception.
Ten community •volunteers receive the first President’s Award for Service.
Board Leadership •Institute graduates convene to address board training in a tough economy.
Meet the •Grantmakers at the Center for Nonprofit Leadership attracts a record number of attendees.
July
For the first time •in its history, the VCCF board votes to reduce annual payout rate to nonprofits from its endowment – a move brought on by the plunging financial markets and requirement to preserve core endowment.
August
Grant from VCCF •Community Response Fund reopens a battered women’s shelter shuttered by state budget cuts.
The Women’s •Legacy Fund at VCCF gives $71,000 in grants to assist abused and homeless women.
VCCF donates •$10,000 as seed money for Ventura County Together’s “The Buck Starts Here” campaign to meet basic needs for struggling Ventura County families, joined by First 5 Ventura County and United Way.
September
The Center •for Nonprofit Leadership at VCCF announces new curricula to help nonprofits weather the recession at its annual open house, recognizing three local donors.
October
VCCF launches •redesigned vccf.org.
With Amgen •matching donations dollar per dollar, Ventura County Together’s “Buck Starts Here” campaign raises $224,000 for basic needs.
December
2009 Timeline
VCCF’s investment •portfolio rebounds in the 4th quarter, up 12.6 percent.
The Social Justice •Fund of Ventura County awards $50,000 in grants to nonprofits that give local residents – not a handout – but a hand up.
November
Mary Leavens Schwabauer
3
By the NumBers
4
Like other nonprofits dependant on the investment markets, VCCF was hit by lower endowment fees.
Recognizing early in the year the impact on VCCF’s operations was likely to be significant, the board approved cutbacks, including leaving three open positions vacant, reducing operations and moving much of our marketing to a new online platform.
The board also directed us to extend our field-of-interest fund grant cycles to two years, saving VCCF staff time and also allowing more substantive objectives for grants from our Destino, Women’s Legacy and Heritage funds.
The December 2009 completion of VCCF’s updated Web site allows us to post donor statements online, reducing both printing and mailing costs.
2007 2008 2009Fund Fee Income 901,589 933,584 718,523
Cornerstone Endowment 212,925 212,754 219,398
Fee for Service 146,000 190,706 221,492
Grant Funded Programs 434,696 634,179 517,085Donations & Contributions 114,521 110,002 170,964Total Revenue 1,809,731 2,081,225 1,847,462Staff Payroll & Benefits 1,051,999 1,302,550 1,138,369Program Consultants & Expenses 222,569 284,318 267,666Rent 96,924 112,069 132,415Operating Expenses 329,661 323,583 282,552Capital Improvements & Software 65,573 61,345 35,686Total Expenses 1,766,726 2,083,865 1,856,688Net Operating Profit (Loss) 43,005 (2,640) (9,226)
VCCF Operating Budgets
$120 million-
$100 million-
$80 million-
$60 million-
$40 million-
$20 million-
2007 2008 2009
Other AssetsSmith Foundation Assets
Endowed AssetsScholarship Funds
Additive Chart 1
-
20,000,000
40,000,000
60,000,000
80,000,000
100,000,000
120,000,000
2007 2008 2009
Other Assets
Smith Foundation Assets
Endowed Assets
Scholarship Funds
- $95,645,892
- $83,690,416
- $71,186,744
- $14,488,692
Asset Growth$6 million-
$5 million-
$4 million-
$3 million-
$2 million-
$1 million-
2007 2008 2009
Grants Awarded -SmithGrants Awarded -VCCF
Scholarships Awarded
- $1,329,801
Grants GrowthAdditive Chart2
-
1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
2007 2008 2009
Grants Awarded-Smith
Grants Awarded-VCCF
Scholarships Awarded
- $4,987,618
- $4,493,118
Fiscal year end assets reflect the impact of investment perfor-mance, annual distributions and new contributions. For more
information, contact Clare Brown, VCCF vice president and controller.
A volatile year ends on an up note
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The financial markets fol-lowed a volatile path in Fis-cal Year 2009 and plunged to historic lows on March 9.
The markets eventually found their footing and posted significant gains through Sept. 30, 2009, and beyond.
The disciplined investment strategy adopted by VCCF,
which is carefully moni-tored and reviewed by the investment committee and the board, yielded good returns. VCCF’s portfolio climbed back 5.5 percent for the fiscal year. These ex-cellent relative returns mean the portfolio outperformed its benchmarks by 365 basis points.
VCCF Board builds framework for the future
VCCF believes in the value of strategic planning, particularly as the organization and the environment in which it operates evolve.
Beginning in 2009, the Board of Directors recognized the 2005 strategic plan had been overtaken by our success. We were approaching five-year goals early. And beyond that, the landscape of the financial markets and nonprofit sector encouraged taking a look at our goals and objectives.
Market declines and their impact on both funding partners and local donors cautioned VCCF to review its strategic direction within a framework appropriate for the both the opportunities ahead and the capacity to deliver.
As it focuses strategic planning around longer-term goals and engages a professional firm to conduct stakeholder interviews in the spring-summer of 2010, the board has reaffirmed the
unique opportunities for a community foundation.
In the chart above, you will see how the board’s three core priorities both feed from each other and lend strength to the work of the Foundation itself.
In the spring of 2010, the board will work on developing its longer-range agenda, focusing attention on ways philanthropy, and all its partners, can invest in Ventura County’s future and produce substantive change.
VCCF Fiscal Year Ending Sept. 30
Fiscal Last Fiscal Last Five Last Ten YTD Year Fiscal Years Fiscal Years
As of 9.30.09 As of 09.30.08 FY 2004-2009 FY 1999-2009VCCF 5.5 (14.0) 5.5 6.3 Policy Index 1.7 (14.7) 3.8 3.3
Investment returns
Our investment policyVCCF is entrusted with long-term endowments, to be invested and provide for the purposes designated by the donor. Work-ing with an investment committee of experienced profes-sionals, VCCF provides oversight for endowments invested in diversified portfolios which are designed to preserve and grow contributed capital over market cycles at levels in excess of fees, annual distribution and inflation. These strategies are reviewed and approved by VCCF’s board of directors on an annual basis. For more information on VCCF’s investment poli-cies, asset allocation strategies and manager performance, visit www.vccf.org.
C O M M U N I T Y
F O U N D A T I O N
Stewarding Donor Legacies
Training Leaders and Educating Donors
Investing in Ventura County and its future
Despite a historic plunge in the financial markets in 2009, VCCF distributed more than $4.9 million in
grants to the community, ensuring donor intent is honored in the tough times as well as in the good ones.
Significant grants in 2009 included $1.5 million in distributions to local agencies from endowments established at VCCF by donors as well as by the agencies themselves. A new record in scholarships – $1.3 million – was handed out to students attending post-secondary education and
occupational training programs.
Other grants included $1.1 million in funds distributed by donor-advised funds at VCCF – and an additional $495,000 from the Smith Foundation.
VCCF’s own community grantmaking included $153,375 from the Community Response Fund and $34,012 from the Special and Urgent Needs (SUN) Fund to assist nonprofits struggling in the down economy.
Supporting community priorities
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A core investment in the future of Ventura County continues to be VCCF’s enormously successful scholarship program, which has grown tenfold over the past six years.
Funded by over 90 individual scholarship funds established at VCCF by donors and bequests, and expanded
by additional gifts – including a significant contribution from
the Orfalea Foundations – this year’s scholarship efforts expanded the number of students served. Yet, they still fall significantly short of the demand, increased by the recession that gripped the state. In 2009, as in 2008, applications increased 60 percent.
VCCF met this challenge with a sizable investment in technology by creating an online registration system designed to help students identify the scholarships for which they are qualified.
For a listing of scholarship funds at VCCF, visit vccf.org/funds/scholarship_fund_vc/index.shtml.
Investing in youth: $1.3 million
Housing for agricultural employees long has challenged Ventura County community leaders. With many crops grown locally requiring more labor and the increasing cost of housing, it has become difficult for this critical workforce to find affordable shelter.
The 80 in ‘08 Campaign by the Fund for Farmworker Housing raised funds to match a challenge from the Ag
Futures Alliance’s Farm Workers Housing Task Force. In 2009, the fund distributed its first grant to the city of Ventura to support a new housing project in that city, expanding the supply of affordable housing for these workers and their families.
Visit vccf.org/funds/farmworker_housing/index.shtml.
Providing shelter for farmworkers: $102,000
VCCF continued its partnership with the James Irvine Foundation’s Communities Advancing the Arts with its innovative ArtsLIVE in Ventura County.
This three-year initiative is designed to highlight the quality of the arts produced in our region, invest in local arts organizations with training and technical assistance, raise new monies to support local arts organizations and start a new scholarship fund at VCCF dedicated to helping young artists succeed.
The first two recipients of the Young Artists Scholarship
Fund received their awards in June and the first cycle of grants to nonprofits was distributed in May at a reception in Ventura. Partnering with the Ventura County Arts Council, the initiative raised matching funds to distribute grants to local arts organizations and, with the VC Arts Council, grants to individual artists working with community organizations on various projects.Ultimately the goal is to raise the visibility of creative expression in our region and attract more donors. For more information on the grants distributed in 2009, visit www.artsliveinvc.org.
Strengthening the arts: $129,950
Donor-advised funds and the Smith Foundation provided grants to local nonprofits.
$ 1.6 million
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In 2009, the Women’s Legacy Fund made domestic-violence prevention and the importance of basic-needs and safety-net services for women and girls its priority issues.
The annual grants reception in September featured Ventura
County CEO Marty Robinson and distributed grants to local nonprofits.
For more information, visit vccf.org/funds/womens_legacy/index.shtml.
Giving opportunities to women and girls: $70,000
In 2009, Destino: The Hispanic Legacy Fund focused on literacy in all its forms – financial, health, artistic and reading – and made grants to eight organizations throughout the county. The grants reception featured a keynote address by Rene and Angela Rodriguez, holders of a named Destino Scholarship Fund.
Beginning in 2010, Destino will focus
on investing in education and expanding opportunities for Latino youth to succeed.
For more information on Destino’s grants, visit vccf.org/funds/destino_fund/index.shtml.
Expanding literacy: $51,000
VCCF was one of the first 10 partners in the United States funded by the Robert Wood Johnson Foundation’s Partners in Nursing’s Future program.
The two-year grant, which was completed in 2009, was designed to build a community process that recognized the importance of nursing to the delivery of health care to the region and highlighted the structural challenges to
improving our county’s severe nursing shortage.
Through the PIN grant, VCCF and CSU Channel Islands partnered in developing community input into strategies for funders, donors and educational institutions to strengthen not only the nursing corps but also the capacity of statewide and regional institutions to train nurses.
To see these strategies in more detail, visit vccf.org/programs/nursing_legacy/index.shtml.
Reversing the nursing shortage: $33,804
An initiative of VCCF, the Ventura County Civic Alliance has been working in partnership with the Ventura Council of Governments, Southern California Association of Governments and the Ventura County Transportation Commission to get community input on plans for adapting to growth.
Titled the Compact for a Sustainable Ventura County, this project is designed to bring the community’s say into public-sector plans to respond to growth, using the potential accommodation of 200,000 more residents as a prism around which to look at, and balance, growth in businesses, transportation, housing and other infrastructure. It’s not whether but how to accommodate growth that is the focus. For more information on the first phase of the compact, and the community sessions scheduled for 2010, visit civicalliance.org.
Encouraging civic engagement: $40,250
The Social Justice Fund was established as a donor-advised fund at VCCF by a group of dedicated local donors, who wished to work together to provide grants to address systemic inequities in our region.
Using a giving-circle model, the fund has developed a more ambitious vision of engaging grassroots organizations, expanding its donor base through an educational campaign
and building a sustainable source of funds for its operations through an endowment, supported in part by the Irvine Foundation.
VCCF has contributed to sustaining its operations and provides staffing support for its grantmaking and educational efforts. Visit vccf.org/funds/social_justice/index.shtml for more details.
Making systemic change: $50,000
Grants to local nonprofits from VCCF endowments established by donors and the agencies keep operating budgets afloat.
$ 1.5 million
Strengthening nonprofitsto withstand tougher timesVCCF takes creative approaches to training arts providers.Through the Engaging, Sustaining and Growing Donors: the ArtsLIVE Training Program, 22 representatives of Ventura County arts groups learned skills to help their organizations thrive in 2009 and beyond.While a wonderful variety of the arts enriches and enlivens this county’s cultural scene, many local providers lack expertise in at-tracting donors – large and small – to support their programming. Of the 22 organizations enrolled, four had dedicated fund-raising staff. Seven had endowments – the highest being $1.2 million and the smallest at $9,850. Just two had planned-giving programs. The VCCF Center for Nonprofit Leadership tailored offerings to the needs of these arts organizations, in some cases leveraging its existing courses in fund-raising and leadership training; and in others, adapting them to arts providers. Distinct learning tracks were created for small and emerging arts organizations and for the larger groups with more sophisticated fund-raising practices. In addition, a consultant was made available to help the organiza-tions meet their own goals.Workshops and one-on-one sessions with Ilana Ormond, vice president Philanthropic Services, helped nonprofits tap into the potential in planned gifts. Participants found the program valuable as evidenced by the fact 13 returned for the 2010 sessions.ArtsLIVE in Ventura County is a three-year initative funded by
the James Irvine Foundation’s Communities Advancing the Arts. Its goal is to heighten visibility of the arts and artists in our county and attract more donors to local arts.
For more information, go to www.artsliveinvc.org.
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The VCCF Center for Nonprofit Leadership graduated to the next level of service to local nonprofits in 2009. The Center, which offers 110 workshops a year to give nonprofit staff and board members technical and leadership skills, convened its first all-faculty summit in September. Thirty CNL educators gathered to explore curriculum that addresses the current challenges faced by nonprofits in a difficult economy. They also brainstormed how to improve the educational experience for their students and strengthen the Center’s output. The faculty emerged from the session with a series of recommendations, many of which CNL’s staff have put into action. They include:
New courses tailored to tough economic times;•A clearer road map: The Center is developing a sequence of courses so that attendees can •build knowledge and skills in a more systematic way;Better communication with leaders and attendees: students who register online now are •surveyed to find out their level of knowledge before the class begins;Improved follow-up and better interaction between students and faculty, even after the •classes are completed;Better tools for teaching and learning: Each faculty member received $125 to spend on •publications or online student aids to enhance the quality of their instruction.
For up-to-date programming at CNL, visit vccf.org.
In 2009, VCCF distributed over $3 million to local nonprofits, strengthening their operating budgets to support staffing, operations, programs and outreach. Donors establish funds at VCCF to benefit specific nonprofits in our region. Nonprofits open agency endowments at the Foundation to take advantage of our security, investment expertise and scale of our endowments.
Hiroko Yoshimoto puts the finishing touches on one of her works in her “Rising from the Ashes” series. The artist used a grant from ArtsLIVE Ventura County to raise fire-safety awareness.
Noted expert Andy Robinson leads a class at the Center for Nonprofit Leadership
Center tailors courses to battered economy
VCCF’s Planned Giving staff continues its efforts to help Ventura County nonprofits take their fund-raising to a more sophisticated level.
In Fiscal Year 2009, the Ventura College Foundation, Mary Health of the Sick and the National Disaster Search Dog Foundation completed charitable gift annuities through VCCF.
The previous fiscal year, the Ojai Music Festival, the Ronald Reagan Presidential Library Foundation and Many Mansions — the latter, a provider of housing for low-income Ventura County residents — benefited from VCCF’s expertise in setting up their gift annuities.
Ilana Ormond, vice president Philanthropic Services at VCCF, is pleased by all the ways this VCCF service helps both donors and nonprofits.
“We have set up charitable gift annuities from donors outside the county to benefit nonprofits in Ventura County, and Ventura County donors have established CGAs with us to benefit charities outside the county.”
The Community Foundation was licensed in 2004 to execute charitable gift annuities, and it adheres to the rates dictated by the American Council on Charitable Gift Annuities.
In addition, Ormond offers a free workshop every quarter on charitable gift annuities for nonprofits staff and board members as well as confidential consultation with donors and prospects.
For more information, visit vccf.org and click on Planned Giving.
A shuttered shelter for battered women reopened in the fall of 2009, thanks to a $15,000 grant from the Ventura County Community Foundation.
The VCCF board of directors voted to donate the money after Gov. Schwarzenegger struck funding from the budget for all five longer-term shelters serving abused women and their children in Ventura County during the budget crisis of 2009.
Along with VCCF, other community organizations and individuals contributed enough to
reopen three of the five shelters for at least one year.
Because of this grant, 12 Ventura County women and their children were able to flee violent
homes, according to Erik Sternad, executive director of Interface Children Family Services, operator of the shelters.
With this donation from VCCF’s Community Response Fund – which
makes grants based on community priorities – abuse victims had a safe place to live for three months while they received therapy, job
counseling and legal aid. The fate of the shelter in 2010
awaits the new state budget.
“Many Mansions is delighted to be working with the VCCF in its Planned Giving Institute. It is a great resource that helps other nonprofits strengthen their financial position not only through their supporters today, but into the future.”
– Elaine Benditson, director of development,Many Mansions.
VCCF institute provides nonprofits with expertise in sophisticated fund-raising
Into the breach: VCCF saves haven shut down by state budget crisis
9
VCCF Fund Donors
Ann Marie Education FundMr. and Mrs. George Durr
Barrabee Family FundMs. Libby L. BarrabeeMs. Susan Barrabee
Bobbie Steindler Beatty Academic Opportunity Fund in Honor of Howie & Ann Steindler
Anonymous Donor
Bob Benedetto Memorial Fund for the Mentally Ill
Robert L. Beilin Ph.D.Benedetto, Inc.Ms. Annette BenedettoMr. and Mrs. Roger BergMs. Jean FarleyHammer Hewson Assoc.Mr. Jeffrey KlemmeDr. Dennis G. LongwillMr. and Mrs. Gary MonteNASW, California Chapter, Reg. GMr. Hugh E. NelsonNeuro Logic SystemsMr. and Mrs. Joseph J. O’BrienMr. and Mrs. Tom OyanMs. Bonnie Quinton LCSWMr. Pat Ryan
Bob Benedetto Memorial Scholarship Fund for Social Workers
Mr. and Mrs. Dick CallananLaura, Jahaziel, Adolfo & Maria OcampRabobankMs. Clare Wibblemann
Jamie Burton Memorial FundJill A. LaRock
Buy a Drink and Get to Know FundPeople Media GroupSouthern California Edison Company
Elsie J. Carr Memorial FundBarbara Cranfill in memory of Elsie J. Carr
David G. Casavan Memorial Scholarship Fund
Mrs. S. P. Wan
Child Development Resources of Ventura County, Inc. Fund
Child Development ResourcesMr. James J. Friedman
Conejo Recreation and Park District Foundation Fund
Mr. and Mrs. Christopher F. CalleroCohen, Miskei & Mowrey LLPMr. and Mrs. Raymond F. ColonyConejo Valley Therapeutic Advisory Council
Mr. Kelly Cox and Mr. Kevin S. BradleyDarancare, Inc.Mr. Dominic DovidioMr. and Mrs. Earl JorgensenMr. and Mrs. Wilfred E. MoodieMr. and Mrs. Gaston A. PalomboRotary Club of Westlake VillageMr. and Mrs. Peter L. ThommenMs. Carla M. TrentVFW #11395Warner Pacific InsuranceMs. Jean Yeakel
Cornerstone Community Needs Response Fund
Mr. and Mrs. George F. HeavicanDr. and Mrs. John Thacher
Destino: The Hispanic Legacy FundAT&T Services, Inc.Mrs. Ellen BrokawCrane Estate, Inc. in honor of Allen C. Hardison IIJ. Dan MartinezMr. and Mrs. Gilbert RamirezTony and Anne Thacher
Destino Scholarship FundMs. Holly C. ColeMs. Virginia M. EspinozaMs. Christina FrancoMs. Ginger GherardiMs. Sharon L. HillbrantMs. Star Hunter and Mr. Frank MoragaMr. and Mrs. Henry L. LacayoMs. Angela LopezMr. Miguel MagdalenoVerizonMs. Celina L. Zacarias
Michael DiRaimondo FoundationMr. and Mrs. Tony M. DiRaimondoMr. and Mrs. Steven J. Koep
Brad Donley Memorial Scholarship Fund
Jian A. Chen M.D.Cucina IsabellaHope E. DonleyDonley Chiropractic ClinicMr. and Mrs. Cameron DraineMs. Karin A. FlanaganMr. and Mrs. Don HendersonMs. Laura D. RodnickMr. and Mrs. John M. Walker
Faria Family Foundation Mr. and Mrs. Donald C. Larson in memory of Virginia Faria Baptiste
Bob and Evie Florence Memorial Scholarship Fund
Mr. and Mrs. Robert C. FunstenMr. Philip GainsboroughMr. and Mrs. Richard R. JanssenRobbi L. La Londe
Dennis S. Ford Memorial Scholarship Fund
Ms. Linda Kimi FordMr. and Mrs. Glen Senda
Christopher P. Fowkes Memorial FundTony and Edie FowkesMrs. Carol E. HertelMr. and Mrs. Kevin Hrabovsky
Mike Frick Memorial Baseball Scholarship Fund
The Frick Family in memory of Holly BoothMr. and Mrs. Jeff M. Purdy
Friends of Olivas Adobe FundParaclete Eldercare ServicesMr. Michael PutmanMr. and Mrs. Royce Townsend
Marquita Shiells Griswold Fund Mr. and Mrs. Paul E. Gordon
Mary R. & James R. Galbraith Scholarship Fund
Mr. and Mrs. James R. GalbraithThe Conrad N. Hilton Foundation
Heritage FundMr. and Mrs. Leonard W. Butler Jr.Ms. Malinda Pennoyer ChouinardPowell GreenlandOjai Pixie Growers AssociationJohn and Cindy WilliamsMrs. Nancy Worthington in memory of William Worthington
Jan Heyne Memorial Scholarship FundMichael J. AmatoAmgen FoundationMr. John AngwinAtkins Environmental H.E.L.P., Inc.Baumann International, Inc. in memory of Kris FisherMr. Colin C. BeamishBroadcast Music, Inc.Mr. and Mrs. R. CharvoniaMr. John CicconeMr. Todd DillenbeckMr. & Mrs. James FletcherMr. and Mrs. J. Scott GriffardMr. and Mrs. Joseph M. Griffard in memory of Molly Bagwell, Worth Kiger,
Margo Crowe and Alicia AdamsGSO Business ManagementMr. Tim Heyne in memory of Dean BaumannHeyne Rutgers in memory of Bill SmithMs. Virginia G. HoughMr. John J. KeadyMr. John KnightMs. Liz LovieRonald L McCulloughRichard R. Merritt Real Estate Group
Dan MurpheyMr. and Mrs. Richard K. PooleMr. and Mrs. Kurt A. TeachmanMr. and Ms. Richard E. Young
The following gifts were made in memory of Mike Baumann:
Ashford Textiles, LLC. Joan T. Bishop and Jeny Marie Bishop Brookside Holdings, LLC Mr. and Mrs. Bryan Coleman Ms. Mary D. Douglas Mr. and Mrs. Rick Fully Foreston Trends Mr. and Mrs. Joseph M. Griffard Midwest Textile & Home Products
Association Prestige Home Textile Inc. Mr. Melvin S. Rosenthal Standard Fiber, LLC Ms. Loren Henderson Sweet Trade Lines, Inc. Ms. Shealen L. Nash-Wynner
Indian Education Scholarship FundMr. and Mrs. Floyd O. BellerSanta Ynez Band of Mission Indians
Susan Izumo Memorial FundMr. and Mrs. Craig Leidersdorf
Vivian Klemz Memorial Scholarship Fund
Ms. Tina M. Knight in honor of Virginia WeberMs. Lorraine D. McCarthyMr. and Mrs. Jeffrey C. Weber
KW Community Leadership FundMs. Deana AlbarranChurchill ValenciaTeam ElderMs. Patricia HarringtonKeller Williams RealtyMs. Joan OsborneMs. Cami Pinsak & Mr. Bob TaylorRillo RealtyVentura Coast Market Center
Limoneira Foundation FundMr. and Mrs. Allan M. Pinkerton in appreciation of Mr. Jack Dickenson’s efforts
on behalf of the Limoneria CompanyMr. and Mrs. Robert M. Sawyer
Loebl Family FundMr. and Mrs. Christopher Grasso in honor of Dorothy H. Loebl’s birthdayMrs. Dorothy LoeblMs. Ellen Loebl in honor of Dorothy H. Loebl’s BirthdayMr. and Mrs. Robert M. Sawyer
Harry A. Lyon Youth Scholarship FundMr. Ken Ibarra
2008/2009 Gifts Received
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The following is a listing of gifts of $100 or more received by VCCF for various funds from Oct. 1, 2008, to Sept. 30, 2009. We strive for accuracy in listing all our gifts. If you find a correction needs to be made, please accept our apology and contact us directly so we can correct our records. On behalf of VCCF and the good work we accomplish together in Ventura County, thank you for your contributions. This list is also available online at vccf.org.
Bobbie Steindler Beatty Academic Opportunity FundIn honor of Howie and Ann SteindlerPurpose: Provide funds to deserving youths between the ages of 12-18 who live in Oxnard, Port Hueneme and Camarillo to further their academic progress.Bobbie Steindler Beatty created this fund to honor her father and mother. VCCF provided Bobbie with an opportunity to ensure the memory and philosophy of her parents lived on in perpetuity. Visit this fund page on vccf.org
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Arleigh McConnell Memorial Scholarship Fund
Mr. and Mrs. Gerald K. Cornelius
Dominick and Bridget McGrath FundHon. and Mrs. Charles R. McGrath
Sarah Moody Memorial Scholarship Fund
Mr. and Mrs. Jerry W. MoodyMr. and Mrs. William K. Stumbo
Dionicio Morales Destino Fund in memory of Dionicio MoralesMcDonald’s USA, LLCMexican American Opportunity FoundationMr. and Mrs. Jose MontenegroSCIF GRACE PLACE, LLCMr. and Mrs. Herman M. Wille Ryan O’Neil Memorial FundMr. Gordon AbelleraAccutech Data Supplies, Inc.Advanced Motion ControlsMr. Mike AdameMs. Jan Kristian AlandyAnacapa Heating & AirMr. Michael K. AndonianMr. and Mrs. Allyn E. ArnoldBeckman Construction Co.Mrs. Gail BeltramoDr. and Mrs. Normand L. BessetteMr. and Mrs. Bhupendra D. BhaktaBlessed Junipero SerraMr. and Mrs. Terrell F. BoundsMr. and Mrs. Lubomir BranchevMr. and Mrs. Richard BruckerMr. Clyde J. BuqueMr. and Mrs. Albert E. Burns Jr.Mr. and Mrs. Charles E. BurnsCalifornia Designers Choice Custom
Cabinetry, Inc.Canteen Vending of Coastal CaliforniaMr. and Mrs. H. Randolph ChurchillMr. and Mrs. Michael P. ConroyMs. Ruth J. CostanzoCPU Sales and Service, Inc.Mr. Charles W. CrollDayle CummingsMr. and Mrs. Mark J. CummingsMr. and Mrs. Milton Daily, Jr.Famcon Pipe & Supply, Inc.Mr. Mark FangMr. James R. FoleyMr. Isaiah E. GaguaMr. and Mrs. Daniel P. GallagherMr. and Mrs. Gordon L. GallowayMr. and Mrs. Martin GarciaMr. and Mrs. Harry J. GlassMartin T. Greaney M.D.Mr. and Ms. Carl B. GretherMs. Laurena GuizarMr. Robin HallfordMr. John HeardMr. Richard W. HermanMr. James H. HigginsMr. and Mrs. Robert HindleMr. Erik F. HoughMr. and Mrs. Kevin HrabovskyH & R Roofing SupplyMr. and Mrs. Herbert B. HymanDr. and Mrs. Robert S. Improta
Mr. Brad J. JacobsonMr. Tom P. JeremiassenMr. Ernest JohnstonMr. Christopher D. JoyceRuth and Ray JoyceKeenan Carpets Inc.Mr. James C. KeoghMr. David A. KirkpatrickMr. Donald A. KrockLava Products, Inc.Mr. Les LimLivingston Construction, Inc.Mr. Kevin MandourG.W. MasonMr. Charles MayerMr. Ed McCarthyMr. and Ms. Tom McGrathMs. Theresa McConvilleMr. and Mrs. Michael P. MitchellMs. Elizabeth J. MonroeMr. Robert NappNilsen Aviation, Inc.Mr. Sean NowakNuewood ConstructionMr. and Mrs. Don O’NeilMr. and Mrs. Lawrence M. O’NeilMr. James P. O’NeilONR INC. DBA RIC’SOttavio’s, Inc.Mr. Gary R. PeattieMike and Becka PecsokMr. Harry F. PerryMr. Brandt O. PileMr. and Mrs. Robert E. RakestrawMs. Mary A. RenuartMr. and Mrs. Stephen ResnikMs. Eleanor RosaMr. James R. RutledgeMr. and Mrs. Edward Saxey IIMr. and Mrs. Neil N. SchroederMr. and Mrs. Jerry ScottMr. Michael S. ShumwayMs. Doreen ShumwaySIMBA CAL, INC.Mr. and Mrs. Jeffrey SmithSomis Nut HouseMr. William E. Sweeney CPAMr. and Mrs. Joe C. SwindleT&T Truck & Crane ServiceMr. and Mrs. Jim TassanoMr. Henning L. ThorsenVentura Hydraulic & Machine WorksWal-Mart Store #2032Mr. and Mrs. Frank E. WhiteMr. William H. White IIIWhite Seed CompanyDr. and Mrs. Marc D. Wolfsohn Partners in Nursing FundThe Robert Wood Johnson Foundation
Jeffrey H. Ralston FundMr. and Mrs. Keith W. Jones in honor of Hugh RalstonMs. Anne R. JonesMr. and Mrs. Hugh J. Ralston
Sage Scholarship FundCanteen of Coastal California Inc.Critical Power Exchange LLCMcCune FoundationSage Publications, Inc.
Samaritan Center of Simi Valley Permanent Endowment Fund
Ms. Mary Ann Divizia
Santa Paula Farmworker Memorial Fund
Mr. Manuel C. AmaroMs. Graciela CasimiroSr. Isais Casimiro AmaroClinicas del Camino RealPatricia A. FulbrightSupervisor Kathy LongMr. and Mrs. Eduardo M. MirandaMs. Maricela P. MoralesMr. and Mrs. Albino R. PinedaSEIU Local 721, CTW, CLCAlicia VillarrealMr. and Mrs. Gordon J. Welsh
Mary L. Schwabauer Leadership FundVCCF - Anogia FundAT&TDavid & Jeanette BauerHon. and Mrs. Michael D. BradburyMr. and Mrs. W. H. BrokawMr. and Mrs. Leonard W. Butler Jr.Mr. Glywn S. Chase Jr.Mr. and Mrs. William J. ConroyMr. and Mrs. Robert CoultasMr. Robert C. Davis Jr.VCCF - Erickson Family FundMrs. Lorraine H. FinchMs. Rita M. FrayerMr. Donald S. GreenbergMr. and Mrs. Brian GrossmanMr. and Mrs. Craig W. HeldVCCF - Hertel Family Charitable FundMr. and Mrs. William J. KearneyMr. and Mrs. Michael J. KellyMs. Eunice M. KochMr. and Mrs. Henry L. LacayoLeavens RanchesMs. Leslie Leavens-Crowe and Harry CroweMark and Terri LisagorMrs. Dorothy LoeblMr. Armando LopezMr. L. Karsten LundringDr. and Mrs. Charles T. MaxeyMr. Phil McGrathMs. Roz McGrathAndrea and Hank PfisterMrs. Helen K. PidduckPlaza Development Partners LLPMr. and Mrs. Hugh J. RalstonMs. M. Carmen RamirezRancho Camulos MuseumMs. Shirley RandallMr. and Mrs. Scott SamskyMr. and Mrs. Charles B. SchwabauerMs. Lis Schwitters and Mr. Steve LippmanSempra EnergyHon. and Mrs. Allan SteeleMr. and Mrs. Bruce StrathearnMr. and Mrs. Pierre Y. TadaUnited Way of Tri-StateVerizonWest Coast EnvironmentalVCCF-Yount Charitable Family Fund Science Matters Scholarship FundMr. and Ms. David J. Pettitt
Mr. and Mrs. Stephen D. Raber in honor of Barbara RoseMr. and Mrs. Ron RoseWharton Foundation, Inc.
Cheryl Shearer Scholarship FundMr. and Mrs. Russell W. HarringtonMr. David Shearer Anne W. “Muggy” & William P.
“Pawsie” Slover Memorial FundDr. and Mrs. William Slover in honor of Nancy Stehle and in memory of
Betsy Phoenix
Social Justice Fund for Ventura CountyMs. Stephanie AngeliniVCCF - Anogia FundMr. and Mrs. Gary BaleMr. and Mrs. Stan BensonMr. Thomas BergMr. James BerlinerMr. and Mrs. Howard BlauMrs. Ellen BrokawMs. Michelle BuchmanMs. Judy ByssheCabrillo Economic Development Corp.The California EndowmentMs. Karen Escalante-DaltonCenter for Explorations in ConsciousnessMs. Suzanne M. ChadwickMs. Fran ChristiansenMr. Gordan ClintMr. Jeff ConwayMs. Lucinda S. DaleyMs. Sharon Damico and Mr. Stephen FishDr. Jamshid DamooeiMs. Lorelle DawesMr. Randall D. DonohueMr. Michael DoyleMr. Jeffrey DreznerMs. Julie Kenny DreznerMr. and Mrs. Drew EricksonVCCF - Erickson Family FundMr. and Mrs. Ray A. EscobedoFaber Family FundMr. Steve FieldsMrs. Jill FioravantiAnne FitzgeraldMs. Jill FormanMr. and Mrs. Richard FreedMr. and Mrs. David FriedlanderVCCF - Fund for Social JusticeMr. and Mrs. Arthur GilbertMs. Alice GillarooMr. Dennis GoodrowMs. Diana H. GoodrowMr. Douglas H. GreenMr. William R. HillbrantMs. Sharon L. HillbrantDr. Anthony and Barbara HirschMrs. Carolyn R. HuntsingerDr. and Mrs. Robert S. Improta in honor of Terri LisagorThe James Irvine FoundationMs. N. Jeannette JennettDr. Daniel JordanMs. Kimberly M. KahmerMs. Mary KaiserFlorence KarraaMr. and Mrs. Michael KeenMeenal and Kris Kelkar
John & Cherie Brant Fund
Purpose: To benefit youth organizations, museums, libraries and the arts in Ventura County.
“We feel it is important to invest in the wellbeing of our community. We believe in supporting local organizations, and VCCF understands our county.”
– John and Cherie Brant
Visit this fund page on vccf.org
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Ms. Kathy KennyMs. Jean Kilmurray and Mr. Tom MacCallaMs. Cynthia E. King PhDMs. Nancy Kochevar and Mr. Michael LurieMr. and Mrs. Dale M. KornreichMr. and Mrs. Jordan LabyMr. and Mrs. Ray LeDesmaMark and Terri LisagorMs. Julia H. MacyMs. Pam MainesKaren McAuleyMs. Karen McAuley and Mr. James KlausenMarisla FoundationMr. Kenneth McBrideMcCune FoundationMs. Kate McLeanMrs. Barbara MeisterMr. Doug MessnerEd and Sharon MosesMs. Nancy NewmanColleen & Bill PatersonHon. and Mrs. William PeckMr. and Mrs. Bernardo M. PerezVCCF - Allison Huntington Raleigh FundMr. Hugh J. RalstonVCCF - Elizabeth and Hugh Ralston
Charitable FundMr. Jose RamirezMs. M. Carmen RamirezDr. and Mrs. Paul A. RehderMs. Raelynne P. ReinMs. Laurie RozetMs. Margaret Rulon-MillerSage Publications, Inc.Ms. Cheryl A. Sendaydiego and Mr. Bruce
R. LeDesmaMs. Janeva I. ScharfMs. Marlene Schiff AlexanderMs. LouAnn P. SchlichterSchool of the Pacific IslandsMr. and Mrs. William ShanbromMs. Margaret ShoreyMr. and Mrs. David M. SmithMs. Linda SorensenHon. and Mrs. Allan SteeleMs. Margaret E. TranovichMs. Sara WeinheimerMr. Matthew WeismanGail Weller BrownMs. Ellen WidessDr. and Mrs. Marc D. WolfsohnJoanie and Richard Young in honor of Kate McLeanStephanie Zierhut
SUN (Special & Urgent Needs) FundDiamond Ground Products, Inc.Ms. Helen KarlsbergVCCF - Laurie Rozet FundMr. Craig Underwood
TAC as a Grantmaker FundMs. Libby L. BarrabeeCrescendo Interactive, Inc.Mr. L. Karsten LundringMr. J. Peter WakemanMr. Mark Winter
TEACh FundMs. Barbara KarplusMr. and Mrs. Larry MatheneyVentura Emblem Club 157Mr. and Mrs. Ted R. Wells
TEACh Opportunity Scholarship FundAdams Keegan, Inc.AGI PolymatrixAnthem Blue Cross Blue ShieldBayer Material Science LLCCity National BankCommercial Advisors, LLCContinental Traffic Service Inc.Dow Chemical CompanyFedExFinest Industrial Co LimitedFlynn Transportation Services, Inc.General Building Services, Inc.Haas Automation FoundationHIJI Investment Co., LLCImperial Guard Services, Inc.Kyoto America Inc.Mr. Robert K. LiebeMach 1 Air Services Inc.Memphis Recycling Services, Inc.Pallet Services, LLCPitt Ohio Express LLCPratt Corrugated Holdings, Inc.Red PrairieRemagen Associates LLCSingulus Technologies, Inc.The Gilbert CompanyVigobyte Tape CorporationWilliam Davis & Associates
Thousand Oaks Council on Aging FundBruno AssociatesNordic NurseryVirgil’s Auto Body
Thousand Oaks Therapeutic Dance Fund
Bruno AssociatesConejo Recreation & Park DistrictMr. David A. EsquibiasJ. C. Plumbing “N” Things
Laura Duval Toomey Saticoy Poinsettia Club Scholarship Fund
Ms. Ruth C. Fowler in memory of Virginia McKean Voyce
VCCF Homeless Transition FundHon. and Mrs. Allan Steele
VCCF Scholarship Fund for Ventura County
Mr. and Mrs. W. H. BrokawMr. and Mrs. Austin CoeMr. and Mrs. Mark V. CrunelleMr. and Mrs. Ed S. Friel Jr.Ms. Marquita Shiells GriswoldVCCF - Haas Automation Charitable FundVCCF - Bob and Emily Hall Charitable
ScholarshipMr. and Mrs. George F. HeavicanMr. and Mrs. Theodore R. Jensen in memory of Theodore E. JensenMr. and Mrs. James E. KeeganMrs. Dorothy LoeblMs. Margaret J. MelvinMr. and Mrs. John J. Menne Jr.The Monroe FoundationOjai Pixie Growers AssociationMrs. Wilma S. PoeMs. M. Carmen RamirezMr. and Mrs. William R. SeaverHon. and Mrs. Allan SteeleMs. Laura L. ThomasLaverne L. VenusMr. and Mrs. Earl WakeleeMr. and Mrs. Leslie M. WalkerMr. and Mrs. John T. WilliamsMs. Michelle Zuckerman VCCF Scholarship Grants FundMs. Malinda Pennoyer ChouinardVCCF - Armand and Gabrielle Dupuis FundVCCF - Haas Automation Charitable Fund Ventura Community Park FundBuenaventura Swim ClubMr. and Mrs. George F. HeavicanMr. Ken IbarraMeister Family FoundationParadise ChevroletVentura ToyotaVentura Auto Center Dealers Association Ventura County Bar Association Legal
Services FundMr. David A. Gerber
Ventura County Fund for Farmworker Housing
AG Innovations NetworkMs. LaVerne Gragg, TrusteeEric and Paula DersomMs. Autumn M. EdwardsLeavens RanchesMs. Barbara Macri-OrtizOjai Pixie Growers AssociationMs. Joann R. Ontiveros in honor of Joe Ruiz Ventura County Martin Luther King, Jr.
National Memorial Fund Mr. and Mrs. Everette GarmonMr. Grant B. Marcus
Ventura County Medical Education Fund
Ms. Lynda Young The following gifts made in honor of Becky
EatonJian A. Chen M.D.Mr. and Mrs. Don Henderson Ventura County Safe Harbor FundPeace Officers Association of Ventura County
Pro Golf Discount of Simi ValleyRotary Club of Simi ValleySoroptimist International of Conejo
Ron F. Wagley FundAEGON USA, Inc.
Katherine M. Wakelee Scholarship FundDr. and Mrs. Dan W. Wakelee in memory of Katherine WakeleeMr. and Mrs. Earl Wakelee Women’s Legacy FundMs. Madhu Bajaj Libby BarrabeeMr. and Mrs. Norm BlacherMrs. Ellen BrokawVCCF - Armand and Gabrielle Dupuis FundMs. Rita M. FrayerVCCF - Haas Automation Charitable FundMs. Rose JefferySupervisor Kathy LongMs. Roz McGrathMr. and Mrs. Joe PaulucciMr. and Mrs. Hugh J. RalstonMs. M. Carmen RamirezHon. and Mrs. Allan SteeleBeverly and John ViolaDr. Roz Warner and Dr. Michael HoganMs. Dorie Zabriskie
Women of Jewelia FundMs. Jacqueline E. BurgeMs. Maggie HoodMs. Nancy HuffMs. Roz McGrathMs. Dale MuegenburgMs. Mary O’ConnorMs. Mary OsbornMs. Jone PencePriscilla Van GundyWomen of Jewelia, LLC The Following Funds Received
Gifts From the Families/Agencies Establishing Them
Agency FundsCharles M. Hair, M.D. Endowment FundMoorpark Education FundSan Buenaventura Friends/Library
Endowment FundSimi Valley Public Library FoundationSimi Valley Senior Services Endowment
FundVentura Music Festival Endowment Fund
Charitable Gift AnnuitiesW. John and Betty Broscious CGAJames Heffernan CGA
Community Needs Response FundsGladys Daily Coffman FundNellie Daily FundBernice Daily Gastl FundBen E. and Joan H. Nordman Fund
Cornerstone Administrative FundsLoebl Family Cornerstone Fund Mr. & Mrs. Norman Lueck Cornerstone
Fund
Designated FundsMyra and Ronald Bank Family Fund for
Community Memorial HospitalMyra and Ronald Bank Family Fund for the
Boys and Girls Club of VenturaMyra and Ronald Bank Family Fund for the
Jewish Family ServiceMyra and Ronald Bank Family Fund for the
Museum of Ventura CountyMyra and Ronald Bank Family Fund for the
San Buenaventura Friends of the LibraryMyra and Ronald Bank Family Fund for the
Ventura County Jewish Brotherhood of the Temple Beth Torah
Myra and Ronald Bank Family Fund for the Ventura Interfaith Ministerial Association
Ronald Reagan Presidential Foundation Fund
Strathearn Family FundHarry Valentine Fund for the Humane
Society of Ventura County
Do you have a fund at VCCF?If so, would you like to let the world know about it? The new vccf.org allows every fund to have its own page on the site.
The fundholders shown on these pages – Bobbie Steindler Beatty, Judy Blane Goldwater and John and Cherie Brant – have done just that.
They used a simple online process to help create their pages.
An online survey leads fundholders through a series of questions about their fund, such as why they created it, why the cause is important to them and why they chose to work with VCCF. Fundholders also may provide a photo to complement their page.
Just fill out the survey at http://tinyurl.com/yfwn4pn
Afterward, a VCCF staff member will contact you.
Or, for more information on how to create a fund page, contact Heather Short, Philanthropic Services associate, at [email protected] or (805) 988-0196, Ext. 132.
Share your story!
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Destino Named FundsHank & Leah Lacayo Family Fund
Destino Scholarship Named FundsRene and Angela Rodriguez Destino
Scholarship FundCelina L. Zacarias Destino Scholarship Fund
Donor Advised FundsMary Ann & William Bang Family FundCHC FundJennifer and Douglas Cooper Charitable
FundFund for Catholic Intentions established by
John W. Borchard, Jr.Brian Daily Given Charitable FundMargaret and John Given Charitable FundPeter William Given Charitable FundHertel Family Charitable FundJensen Family Fund for Charitable GivingPaul J. and Anne O. Leavens Family Fund Elaine Miller Family Charitable FundThe Paulson Family Charitable Trust FundElizabeth and Hugh Ralston Charitable
FundRED Family FundRotary Club of Moorpark FundLou Ann Peterson Schlichter Family FundYount Charitable Family Fund
Field of Interest FundsE. Wright Daily FundRuth Daily Livingston Fund
Heritage Named FundsLaurence W. and Margaret Fowler Heritage
FundBerenice and Dave Strathearn Heritage Fund
Life Insurance FundsGeorge Berg Library for the Future FundBetty M. Harris Life Insurance FundRichard T. Johnson Life Insurance FundCal Johnston Life Insurance Fund Karsten Lundring Life Insurance FundNancy Stehle Life Insurance Fund
Scholarship Funds¡Adelante! Scholarship FundAssociation of Water Agencies of Ventura
County Scholarship FundBob Beltramo Memorial Scholarship Fund
for Athletic SportsmanshipBethany Anne Cody Scholarship Fundin memory of William E. Colborn, Charles
“Abe” Eskridge, Joe Ryan, William Ray Bledsoe, Mike Ortega Sr., Joan Clark, Billy Charles Reed, Inez Marie Maxwell, Santo “Sam” Portorella, Frederick J. DeLay, Jane Viola Waters and Leonard Jenkins
Stanley E. Cohen Memorial Education Endowment Fund
Delta Kappa Gamma Recruitment Grant Fund
The Joyce M. Kennedy, Ph.D. Scholarship Fund
Orfalea Forgivable Loan FundOrfalea Migrant Scholarship FundOrfalea Scholarship FundRyan Orfalea Scholarship FundSalik Omar Shah Fund
Soroptomist of Santa Paula Scholarship FundLeo and Rita Vanoni Scholarship FundVCCAR Scholarship FundJean Weber Memorial Scholarship FundEdna Wirt Woods & Ruth Nagel Scholarship
Fund
Women’s Legacy Named FundsRuth Batterton Endowment FundRita Frayer Family FundBarbara Meister Fund for WomenHelen Kimball Pidduck Women’s Legacy
FundSoroptimist International of Ventura
Women’s FundW. I. L. Family Fundin honor of Joyce & Steve Resnik’s 50th
Wedding Anniversary and Brett Scyphers upon his graduation from University of Arizona
VCCF Associate Members
Century CircleClare and Charlie BrownFreska Produce International, LLC.Mr. Robert J. KatchMs. Laura K. McAvoy and Mr. Sol ChooljianIlana and Steve OrmondMr. and Mrs. Hugh J. RalstonMr. and Mrs. Stacy RoscoeMr. and Mrs. Scott SamskyMr. Pierre Y. TadaMr. and Mrs. R. Whitten Yount
StakeholderAPIS Capital Advisors LLCMr. Jim R. BirkenshawHon. and Mrs. Michael D. BradburyMr. and Ms. Anthony OconeOjai Oil CompanySempra Energy
BuilderJudge Jerome H. and Mrs. Carolyn S.
BerensonMr. and Mrs. George T. BergMs. Mary Bergen
Community PartnerMr. and Mrs. Kimmis P. BradyMs. LaVerne GraggMs. Ynez D. HaaseMr. George KrollMr. and Mrs. Richard LagomarsinoMr. Marc WildeMcCune FoundationMr. and Mrs. Andrew PavleyMs. M. Carmen RamirezMichael and Melissa SilverJack and Marian TotherohMr. and Mrs. Jeffrey C. WeberMr. and Mrs. James Williams
AssociateDr. and Mrs. Gary J. ChannerMr. and Mrs. Warren G. FaueMrs. Carol E. HertelJack’s Shoes of WestlakeMr. and Mrs. Paul Martinez
Ms. Suzanne M. WedowMs. Nita Whaley and Mr. Arne Anderson
Center for Nonprofit LeadershipAera Energy LLCAmgen FoundationMr. Fred BauermeisterCalifornia Consumer Protection FoundationMontecito Bank & TrustAndrea PfisterHon. and Mrs. Allan SteeleTowbes FoundationVCCF - Farr Family FundVenoco Community PartnershipMr. Charles T. WatsonMr. and Mrs. Jeffrey C. Weber in honor of Dena Jenson, Marylynn McCorkle,
and Susan SealeWells Fargo FoundationWood-Claeyssens FoundationMr. & Mrs. R. Whitten Yount
Operating FundMcMaster-Carr Supply Co.Mr. and Mrs. Scott SamskyMr. Pierre Y. TadaVCCF Limoneira Foundation Fund
Arts Initiative The James Irvine FoundationMr. and Mrs. Floyd D. Martin in memory of James Stemen
ArtsLIVE in Ventura CountyVCCF Smith-Hobson Foundation Fund
Heritage Operating FundMr. and Mrs. James E. Clark IIMr. and Mrs. Robert CoultasMr. and Mrs. Harold B. Parker Jr.Harvey Shenkin Hope FoundationMr. and Mrs. Dan CosnerMr. and Mrs. Chris D’AngeloMs. Ellen S. KaufmanMs. Erin S. KaufmanMr. and Mrs. Jim PrestonMs. Sarae Shenkin
Planned Giving InitiativeCrescendo Interactive, Inc.Mr. Robert J. KatchE. R. Mancini & AssociatesRabobank, N.A.Mr. Mark Winter
VCCF Technology PlatformScripps Howard FoundationVerizon
Women’s Legacy Fund - Lunch Sponsors
Mrs. Carolyn R. HuntsingerMediation & Family Law Document ServiceMontecito Bank & TrustHon. and Mrs. Steven PerrenSanta Barbara Bank & TrustMs. Irene V. Henry
WLF 2009 Celebration Luncheon Mrs. Joanie Abou-Samra
Ms. Lila M. AtkissonMs. Libby L. BarrabeeMr. and Dr. Norm BlacherMr. & Mrs. Ronald C. HallCheryl HeitmannMrs. Carolyn R. HuntsingerLeavens RanchesMrs. Dorothy LoeblSupervisor Kathy LongMs. Roz McGrathColleen PatersonSusan S. PettyMs. Maura RaffenspergerMs. M. Carmen RamirezMs. Tina RasnowHon. and Mrs. Allan SteeleMs. Debra TashMs. Maria TeranDr. Mona Thompson, Ph.D.Ms. Sandra Young
Ventura County Civic AllianceColleaguesMr. Tucker AdamsMs. Kay Faulconer BogerMr. and Mrs. Ron BottorffMr. and Mrs. W. H. BrokawMs. Claudia HarrisonMs. Julie C.T. HernandezMr. Kim HockingMr. Robert J. KatchMr. Marv KingMr. and Mrs. Karl E. KrauseLa Reina High SchoolMark and Terri LisagorStanley C. MantoothDr. Charles T. MaxeyMs. Nancy MayersonMs. Laura K. McAvoy and Mr. Sol ChooljianMr. Phil McGrathMs. Kate McLean and Mr. Steve StoneMr. and Mrs. Edward E. MyersMr. and Mrs. Richard W. Pidduck IIMs. Arlene E. PinkertonMr. and Mrs. Hugh J. RalstonMs. M. Carmen RamirezMr. and Mrs. Michael L. SilacciMs. Nancy S. StehleMr. and Mrs. Charles B. SchwabauerMr. Sandy SmithMargaret Travers Mr. Lyle D. Wray
Collaborators Edward and Susan LaceyMr. David MaronVCCF - Stacy A. & Kerry P. Roscoe
Charitable FundRotary Club of Oxnard Sunrise FoundationMs. Celina L. Zacarias Community BuildersNorman M. Rosenblum
Community Leaders AT&T
20/20 VisionariesCommon Sense California Institute
Judy Blane Goldwater FundPurpose: General charitable purposes“We have seen the freedom a guide dog can give those who are blind. Relatives and friends ... lead productive, fulfilling lives because of their guide dogs. VCCF recognizes the validity of our sincere cause to help blind persons and an endowment fund gives us the opportunity to have expert opinions in the field of long-term investments, to make our money grow so we can help others.”– Judith Blane Goldwater
Visit this fund page on vccf.org
14
Service makes the differenceFrom left, Doug Green, Doug Graham, Nancy Stehle, Fred Bauermeister, Richard Shipley, Alex Teague, George Tillquist, Jim Jenson and Lois Manning. Not pictured: Peter Wakeman.
Volunteers receive first President’s Award for serviceTen volunteers who donated their time and talents to bettering the lives of thousands in Ventura County were honored with the new Ventura County Community Foundation’s President’s Award in June 2009.
“We simply could not accomplish all that we do for Ventura County without the contributions of these community leaders,” VCCF President & CEO Hugh Ralston told the roughly 75 attending a reception at the Commemorative Air Force WWII Aviation Museum in Camarillo.
More than 375 people volunteered at VCCF in 2008 and 2009, participating in advisory committees, board committees, grants and review committees as well as supporting program initiatives like the nursing initiative, the Civic Alliance and ArtsLIVE in Ventura County. Over 65 serve as faculty for the Center for Nonprofit Leadership.
In 2009, nearly 75 volunteers processed the more than 3,060 applications for scholarships at VCCF.
The 2009-2010 honorees were:Fred Bauermeister, of Moorpark, who serves on the Center for Nonprofit Leadership Advisory Committee;
Doug Green, of Santa Paula, a faculty member for the Center for Nonprofit Leadership; Ted Jensen, of Port Hueneme, who volunteers for the VCCF Scholarship Advisory and Selection Committee and coordinates compliance for over 3,000 applications every year; Lois Manning, of Ventura, for her work on the Partners in Nursing Committee and oversight of the Medical Education Fund; Richard Shipley, of Camarillo, a former VCCF Board member, who also serves on the Administrative & Finance, Investment & Strategic Planning committees as well as the board of Martin V. and Martha K. Smith Foundation;Shred Rite, of Oxnard, which donated shredding services to the Scholarship Program to protect applicants’ personal information. Doug Graham accepted the award; Nancy Stehle, of Oxnard, chair of the Ventura County Civic Alliance, with its major initiatives around sustainable development, expanding livable communities and strengthening workforce education;Alex Teague, of Santa Paula, who co-chaired the 80 in ‘08 campaign, which raised over $90,000 in funds for the development of new farmworker housing for the region’s agricultural employees; George Tillquist, of Ventura, a member of the Program and Grants Committee, who devotes significant hours to reviewing compliance and other related issues for possible grants and for scholarship applications; andPeter Wakeman, of Westlake Village, who serves on the Technical Advisory Committee (TAC) and Charitable Gift Annuity Committee, and was instrumental in several projects, including establishing the TAC as a Grantmaker fund.
Staff promotions in 2009 The Ventura County Community Foundation Board of Directors promoted two VCCF staff members who work closely with donors in 2009. Ilana Ormond was promoted to vice president Philanthropic Services. Heather Short assumed the title of associate Philanthropic Services.
Ormond, who had been the director of Planned Giving, now oversees the Philanthropic Services department, including all fund development, donor relations and planned giving.
Short, who reports to Ormond, now provides staff support for the Destino and Heritage field-of-interest funds. She coordinates events as well as improvements in the Foundation’s database that tracks donor activities. She joined the staff in May 2008.
In 2009, four staff members were recognized for their efforts to conserve VCCF’s resources while advancing its mission:
Kesa Ryono was honored for the energy and enthusiasm she put into the dual role of providing outstanding support to the Ventura County Civic Alliance while serving as VCCF marketing coordinator.
Heather Short won the award twice in 2009 for saving VCCF resources
by finding more cost-effective ways to produce VCCF external communications.
She also shared the award with Lindsay Smith for their success in moving VCCF fund statements online to save postage and printing costs.
Talon Klipp received the award for his can-do efforts to produce publications inhouse, saving time and costs.
Honoring staff leadership
15
Clare Brown VP & Controller
LaToya Ford Program & Grants Associate
Donna Hall Finance Accountant
Dena Jenson VP & Director, Center
for Nonprofit Leadership
Talon Klipp Office Manager/
Systems Administrator
Tina Knight VP, Programs & Grants
Marylynn McCorkle CNL Outreach Coordinator
Ilana Ormond VP, Philanthropic Services
Hugh Ralston President & CEO
Claudia Sanchez Finance Associate
Susan Seale CNL Program Coordinator
Heather Short Philanthropic Services Associate
Barbara Smith Executive Assistant
Lindsay Smith Donor Relations Officer
Virginia Weber Scholarships Officer
Board of Directors 2009The Ventura County Community Foundation board is made up of Ventura County residents dedicated to strengthening its mission by seeking funding and enhancing the charitable capital that has been entrusted to the Commu-nity Foundation by generations of generous donors.
Michael L. Silacci
Sally Yount left the VCCF Board of Directors in 2009 after serving since 2000.During her tenure, she was co-vice chair of the Board and chair of the Resource Center Advisory Committee. She has been a trainer in nonprofit management for over 20 years, with an emphasis on board development and training. She will continue to facilitate workshops at VCCF’s Board Leadership Institute. We thank Sally for her generosity, hard work, vision and persistence in advancing VCCF’s mission.
With gratitude to Sally Yount
Pierre Y. Tada, Chair
Mary L. Schwabauer, Immediate Past Chair
Timothy J. McCallion, Vice Chair & Treasurer
Stacy A. Roscoe, Vice Chair
Scott B. Samsky, Secretary
Hon. Michael D. Bradbury
Gary E. Erickson Tim Gallagher
Robert J. Katch Henry L. Lacayo Terri Lisagor, Ed.D. Armando Lopez
Charles Maxey, Ph.D. Roz McGrath M. Carmen Ramirez
Sally S. Yount
FoundationStaffAs of 9.30.09
In memoriam
Kesa Ryono, associate with the Ventura County Civic Alliance and VCCF marketing coordinator, died in March 2010. Kesa came to VCCF in 2007 as receptionist and was the Foundation’s smiling public face until her promotion to associate with the Civic Alliance in 2008. We mourn her passing.
Ventura County Community Foundation
1317 Del Norte Road, Suite 150
Camarillo, CA 93010-8364
Phone: 805.988.0196 Fax: 805.485.5537
email: [email protected]
C O M M U N I T Y
F O U N D A T I O N
Philanthropic Stewards for Ventura County.
Investing in Ventura County. For Good. For Ever.
VCCF has been certified in compliance with national standards for U.S. community foundations by the Council on Foundations.
VCCF is committed to using recycled materials for printing where possible.
The Ventura County Community Foundation launched a major upgrade of its Web site –
vccf.org – in 2009.
Made possible by a $50,000 grant from Verizon, this technology expansion allows VCCF to achieve excellence in delivering services to the nonprofit and philanthropic communities of our region.
And while offering more services online, the new site permits us to operate more efficiently. Online features save printing and staff time, allowing VCCF to lower overhead, be more timely and preserve the charitable capital entrusted to it.
The major upgrades include:
A secure “My Account” which allows donors with funds at VCCF to log on and view their statements online; •
Interactive registration that helps students seeking scholarships at VCCF make sure they are eligible for any scholarship •they apply for;
More tools to help nonprofits enhance technological literacy, raise capital and train their future leaders using •VCCF’s Center for Nonprofit Leadership;
Up-to-date and historical summaries of VCCF funds and their grantmaking over the years;•
Access to publications and recent reports.•
We know more information, research and dialog are occurring online, beyond normal business hours and away from traditional print venues such as newsletters and mailings. The new site makes VCCF available when our stakeholders need us.
Please visit us at vccf.org. And let us know how we can improve our new site.
Explore the new vccf.org
Thanks to Colleen Cason and Talon Klipp for writing and designing the 2009 Report to the Community.