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2017 ANNUAL REPORT CONNECTING COMMUNITY Inspiring Philanthropy
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Page 1: Inspiring Philanthropy - stanislauscf.org · Grimbleby Coleman CPAs Jeff Grover Immediate Past Chair President, Solecon Industrial Contractors ... We’ll also deploy a nonprofit

2017 annual RepoRt

ConneCting Community

Inspiring Philanthropy

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Stanislaus Community Foundation Board of Directors

Craig C. LewisChairmanCommercial Agent, Berkshire Hathaway

Melanie ChiesaVice-ChairOptometrist, Monte Vista Optometry

Bill JacksonSecretary President/CEO, VA Rodden Co.

Jeff ColemanTreasurer Grimbleby Coleman CPAs

Jeff GroverImmediate Past ChairPresident, Solecon Industrial Contractors

Jeffrey BurdaSenior VP, Wells Fargo Bank

Lynn DickersonCEO, Gallo Center for the Arts

Joe DuranSenior VP, Self-Help Federal Credit Union

Britta FosterPartner, Zentiv Agency

Matt FriedrichAttorney, E. & J. Gallo Winery

Louis FriedmanAttorney, Gianelli Nielsen

Daryn Kumar

John LazarBroker-Associate, Century 21 M&M Associates

Evan PorgesPresident/Co-Owner, Prime Shine Car Wash

Judy Sly HerreroRetired, The Modesto Bee

Chris TylerPortfolio Manager/ Equity Research Analyst, Great Gable Partners

At Stanislaus Community Foundation, we believe our better days are still ahead. Building a better community begins now, and it begins with a new approach to philanthropy. We believe that philanthropy can – and should – be as actively engaged as the public, nonprofit, private and faith sectors that have traditionally responded to regional needs.

Philanthropy can play a role that other sectors find challenging to take on.

• PhilanthropycanbedeployedasriskcapitalsuchasourworkwiththeFocusonPreventionFund,tostudyandrespondtothehomelessnesscrisisandmovemuchmorequicklythanpublicandnonprofitagenciescanwithourinvestmentsinshelterservices and coordination.

• Philanthropycanserveasthenecessarybridgebetweensegmentsandsystems,suchas our Stanislaus READS! and Stanislaus Futures initiatives, which focus on the gaps between early childhood, K-12 education and higher education.

• Philanthropycanbuildupindividualleaderswhomaylackaccesstosocialinnovationtoolsorstruggletofindacohesivenetworkoffellowchange-makers;that’stheworkofourinvestmentintheIrvineNewLeadershipNetwork.

We’re committed to supporting philanthropy in new ways.

In2018,we’llmakestrategicinvestmentsinimportantinitiativestosupportourchildren’seducationfromcradletocareer;tocombathomelessnessandsupportourregion’smentallyandphysicallyill;andtoprovideaclearpathwayforhealthcareworkerstobolsterthelocalworkforce.We’llalsodeployanonprofitsurveytoassessthecapacityoflocal organizations, while designing and delivering programs that strengthen our nonprofit sector.

Atitscore,acommunityisonlyasstrongasthepeopleandinstitutionsthatkeepitconnected. Our aspirational vision for Stanislaus would not be possible without the many conversations we’ve had with all of you regarding your goals and your vision for our community.

Thankyouforinspiringus.It’sthemainreasonwebelieveourbetterdaysareindeedhere.

IntheSpiritofGiving,

Marian Kaanon Craig C. LewisPresident/ChiefExecutiveOfficer BoardChair

Dear Friends,

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Stanislaus Community FoundationWe are a catalyst to transform local resources into common good. The Foundation houses more than 140 charitable funds with close to $30 million in total assets. Funds are created by individuals, families, corporations and nonprofit agencies to help achieve their unique charitable goals. As a 501 (c)(3) organization, Stanislaus Community Foundation has provided more than $15 million in grants and scholarships since 2002.

Grants and Scholarship Distributions 2013-2017

Total Asset Size 2013-2017

WhatWE DO

Total Amountin New Funds

$7,374,470

Total Contributions into Existing Funds

$1,134,423

2017Compounded Annual Rate

of Return

Total Investment Returns

$2,570,639

$15,413,872

$17,140,636

$17,594,324

$21,303,859

$29,599,844

2013

2014

2015

2016

2017

Tota

l Ass

ets

13.08%

New Funds New Funds

2013

6

2014

7

2015

14

2016

17

2017

19

Grants

Year

Grants Amount

2013

2014

2015

2016

2017

246285

361 355

440

$966

,526

$1,3

57,6

06

$1,2

85,9

50

$1,3

73,9

20

$2

,15

1,9

31

Year

Scholarships

Scholarship Amount

2013

2014

2015

2016

2017

51

87 93107

166

$40,

000

$96,

242

$105

,025

$103

,267

$2

25

,02

5

Total Distributions

Year

Total Distribution Amount

2013

2014

2015

2016

2017

297372

454 462

606

$1,0

06,5

26

$1,453,848

$1,390,975

$1,477,187

$2

,37

6,9

56

2017 Financial Performance

Page 4: Inspiring Philanthropy - stanislauscf.org · Grimbleby Coleman CPAs Jeff Grover Immediate Past Chair President, Solecon Industrial Contractors ... We’ll also deploy a nonprofit

My experience in the New Leadership Network

was deeply transformative. Not only was I given tools I could

use in a professional environment, but most importantly, I had the opportunity to build trusted

relationships with inspiring individuals who share a passion and a vision for the community where we live and serve. I am

encouraged by the different community projects already in place as result of this network and look forward to using

the knowledge and relationships gained from this experience to make a greater impact. I commend

Stanislaus Community Foundation for bringing this world-class program

to our region.

4

Leaders to Opportunities

The timing of my integration into the work of the Community

Foundation and the New Leadership Network was remarkable. I was just beginning to face my

limitations as an individual and knew that in order to have maximum impact on the community and be a full and healthy

individual, that could only happen by strengthening the connections of people who share this community and the vision for it. What

I’ve learned through the New Leadership Network has helped me to realize where I can best serve and

bring value to the community, and has given me the support and partners

to succeed in that work.

Reggie Rucker,Engaged by Reggie Rucker

Irvine New Leadership NetworkLaunchedin2016asapartnershipbetweenStanislausCommunityFoundationandtheJamesIrvineFoundation,theIrvineNewLeadershipNetworkinvestsinexceptionalindividualsfrombusiness,government,educationandnonprofitsandconnectsthemtooneanothertoexpandtheir21stcenturyleadershipskillsaroundinnovation,designandcollaboration.Todate,42StanislausCountyresidentsfromvaryingwalksoflifehaveparticipatedintheprogram,withafinalcohortsettolaunchinFall2018.

COnnECting

Yolanda Meraz,Self-Help Federal Credit Union

Page 5: Inspiring Philanthropy - stanislauscf.org · Grimbleby Coleman CPAs Jeff Grover Immediate Past Chair President, Solecon Industrial Contractors ... We’ll also deploy a nonprofit

UCP of Stanislaus County believes in the benefit of

collaboration and continuing to grow and develop strong

connections. Building strong community connections adds value to the

services UCP provides the developmentally disabled population here in the county. This is a relationship

over the long-term that will add tremendous value not only monetarily but also through building positive and

impactful relationships. UCP of Stanislaus County looks forward to working more closely with Stanislaus

Community Foundation well into the future to contribute to the amazing impact

they are making with the community-at-large.

The Transfer of Wealth study provided nonprofit organizations

throughout the county with invaluable data to share with stakeholders. Creating

dialogue and connecting with the community at large is extremely important, and the

Community Foundation has been very helpful in leading the charge

on issues affecting the entire nonprofit sector.

Keenon Krick, Executive Director, United Cerebral Palsy of Stanislaus County

George Boodrookas,Executive Director, Modesto Junior College Foundation

Agency FundsMany nonprofit and public agencies choose Stanislaus Community Foundation as a partner to house their charitable funds. Stanislaus Community Foundation manages both investments and fund administration, providing agencies the freedom to focus and grow their own mission.

5

Nonprofits to Resources

The Coming Transfer of Wealth in Stanislaus County: A Wealth of OpportunityStanislaus Community Foundation, in partnership with the Association of FundraisingProfessionals–YosemiteChapter and the Stanislaus County EstatePlanningCouncil,commissionedthe Center for Rural Entrepreneurship to complete a county-wide Transfer ofWealthanalysisin2017.Currentlythe United States is in the midst of its greatest transfer of wealth in history, and, inStanislaus,$8.4billionisprojectedtotransfergenerationsinthenextdecadealone. Stanislaus Community Foundation hasbeenworkingwithfellownonprofits,professional advisors and individuals to share this critical economic information and develop strategies to ensure our region capitalizes on its impact. To read more, visit StanislausCF.org andclickonNews&Events.

COnnECting

Page 6: Inspiring Philanthropy - stanislauscf.org · Grimbleby Coleman CPAs Jeff Grover Immediate Past Chair President, Solecon Industrial Contractors ... We’ll also deploy a nonprofit

COnnECtingStudents to Futures

School Readiness

• KinderReadinessnowassessed universally in 16 school districts county-wide

• Ready4KTextprograminHead Start and nine school districts

• ImaginationLibrary,aprogram that sends booksdirectlytochildren’smailboxes,now in over 1,000 homes

Attendance

• Publicawarenesscampaign launched at eight pilot schools

• Increasednumberofdistricts tracking chronic absence by grade level

Summer Learning

• Increasednumberofschool districts prioritizing summer through LCAP

• Increasedprofessionaldevelopment through Summit on Summer on Summer and partnership with state-wide Summer Matters campaign

Stanislaus READS! Stanislaus FuturesApproximately70percentofStanislausCounty third grade students do not read at grade-level standards, which is amajorpredictoroffutureacademicand professional success. Stanislaus

Community Foundation is committed to moving the needle on third grade reading in Stanislaus County and continues to actasaleadbackboneorganizationforStanislausREADS!,a multi-agency, multi-year effort to help children read at grade-level standards by the end of third grade.

Outofevery100ninthgradersinStanislausCounty,84willgraduatefromhighschool,butonly19willcompletecollegewithinsix

years. Many local students have the ability and desire to succeed incollege,butlacktheguidanceandfinancialresources.

To address these issues, Stanislaus Community Foundation, with support from College Futures Foundation, launched Stanislaus Futuresin2016asamulti-year,multi-agencyinitiativetochange the college-going culture in our community.

Participation with Stanislaus Futures

has provided a much wider lens for us as we look at the issues surrounding college access, math and even Stan Reads. The most beneficial outcome for us has been the formation of various partnerships through the work we have done. We’ve created a Math Task Force, which brings a variety of stakeholders from across our District together to discuss what high-level math instruction should look like. The work I’ve been a part of in a relatively short period of time has been extremely valuable. Thank you for all the work you are doing!

ThREE AREAS OF FOCuS

School Readiness

Summer LearningAttendance Attain AlignAccess

OuR COLLECTIvE WINS OuR COLLECTIvE WINS

Amy Peterman, Associate Superintendent, Ceres Unified6

ThREE AREAS OF FOCuS

Access

• 6CupstoCollegementorprogram has grown to include morethan175mentors

• FAFSAcompletionrateat seven participating high schools increased from 32 percent to more than 50 percent

Attain

• 66StanislausFutures scholarships amounting to $130,000awardedin2017

• StanislausCommunityFoundation raised an additional $1.5M in strategic, needs- based scholarship dollars

Align

• Cross-sectoractionteamscreated;establisheddatasharingacrosssystems;newprofessionalrelationships forged

• Inspireddevelopmentofnewgraduate degree program in Math Teaching at Stanislaus State

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COnnECting

InJuly2014,wefoundourselvesplanting roots and calling Modesto home.ForJake,itwasasortofhomecoming, as he was raised in Oakdaleandalwaysplannedtoreturnjointheoralsurgerypracticethatmentored him. For Katie, it was a whole newchapter;leavingajobatStanfordandpreparingtobecomeamom.InMarch2015,wewelcomedourdaughterBrookeand,inadditiontomakingnewfriends, began new roles as parents and homeowners. Soon, we found ourselves expectinganewadditiontoourfamily!

Weknewwithcertainty our new boy would be named Ryan Michael Barber. We were so excitedtomeetour little guy, and Brookewasespeciallyproudtofillherroleashisbigsister.OnMay6th,2017,after39perfectlyhealthyweeksofpregnancy, we went to the hospital to welcome Baby Ryan to our family. Upon arrival,wewereshockedtolearnhisheart was no longer beating.

The Ryan Michael Barber Memorial FundRather than celebrating our new addition, we found ourselves grappling withtheheartbreakinglossofour sweet baby boy.

To honor the memory of Baby Ryan, and to show support to the community thatcarriedusthroughourdarkestdays, we wanted to find a way to “pay it forward” and spread happiness and joytoModestofamilies.Manyofourfriends,familyandneighborsaskedifthere was a place they could donate in Ryan’s name.

We chose to establish a fund with the Stanislaus Community Foundation to hold donations until we decided on a meaningful way to honor Baby Ryan.

As we began researching community initiatives, we connected with the CollegeAreaNeighborhoodAlliance(CANA)andlearnedofplannedimprovementstoGraceadaandEnslenParks.WesoondiscoveredthepoolinGraceadaPark–thelastremainingpublic pool in Modesto – had been inoperable for the last four years. We knewrestoringthepoolandsplashpadwould be the perfect way to honor our son and benefit our entire community.

AftersharingourstorywithCANAandtheFoundation,wequicklybeganmakingconnectionswithother businesses and community members who wanted to contribute totheproject.ThroughCANAwewereintroduced to a neighbor – a member of the Beard family – who installed the originalsplashpadinGraceadaPark

in1999andofferedsupport.Wealsoreached out to Sutter Health’s Memorial MedicalCenterandModestoIrrigationDistrict for corporate sponsorship, then received a contribution from E.&J.GalloWinery;ensuringwemettheBeardLandandInvestmentCompany challenge grant.

To date, we’ve raised more than $200,000tohonorBabyRyan.Ourfundraising was accomplished through a combination of a grassroots efforts, combined with larger corporate donations from local businesses. We were also fortunate to have an organizationlikeStanislausCommunityFoundation to help guide our philanthropyandmakeourvisionofopening the pool and splash pad in May2018areality.

We hope to see you there.

Katie,JakeandBrookeBarber

Donors to Causes

...we wanted to find a way to “pay it forward” and spread happiness and joy to Modesto families.

7

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Agency ArtsinPublicPlaces-CityofModestoParks&Rec

Center for Human Services

CenterPlazaFund-CityofModestoParks&Rec

Central California Art Association

CentralValleyProfessionalExchange

Central West Ballet Fund

Community Hospice Foundation Fund

DependencyLegalFund

DogParkPreservationFund-CityofModestoParks&Rec

Education Foundation of Stanislaus County

FriendsoftheVirginiaCorridor-CityofModestoParks&Rec

GreatValleyCenterFund

GroganParkFund-CityofModestoParks&Rec

Mayor’sTopTeens-CityofModestoParks&Rec

MeadowGlen-CityofModestoParks&Rec

Miscellaneous-CityofModestoParks&Rec

ModestoArchPreservationFund-CityofModestoParks&Rec

Modesto Band of Stanislaus County

Modesto Fire Dept. Historical Restoration Fund

Modesto Firefighters Training Symposium Fund

ModestoGatewayRotaryClubFoundationFund

ModestoHistoricCruiseRoute-CityofModestoParks&Rec

ModestoLionsParkPreserve-CityofModestoParks&Rec

Modesto Rotary Club Foundation

Modesto Rotary Club Foundation Endowment

ParksPreservationandMaintenanceFund-CityofModestoParks&Rec

PattersonHistoricalResearchFoundation

PattersonRecreation-Wellness,SportsandFitnessFund

Recreation-CityofModestoParks&Rec

SierraVistaChild&FamilyFund

Sunrise Rotary Foundation Fund

TRRPFund-CityofModestoParks&Rec

UnitedCerebralPalsyAssociationFund

DesignatedBrianLoConteAgriculturalEndowment

CampJackHazard-“BartBennett”Fund

CampJackHazard-“RobertBabington”Fund

Donovan&AlbertaBodesFund

FriendsoftheEmpireCommunityPool

LloydS.&VirginiaM.ParksMemorialFund

NationalAgScienceCenterEndowmentFund

NickChipponeriFamilyFund

O’BGreenO’Brien’sMarket

YoungheimFamilyFund

Donor AdvisedAbigail Colby Floyd Memorial Fund

AmbeckMortgageDAFund

Ann M. Veneman Fund

Augusta Fund

Bill&NancyJacksonFamilyFund

Bowen&MichelleCardozaFamilyFoundation

Boyett Family Foundation Fund

BoyettPetroleum“B-GreenProject”

BoyettPetroleum“MakeDreamsReal”Fund

Cardoza Bordona Family Fund

Cardoza Conner Be Kind Fund

Carroll Family Foundation Fund

Ciara Chiesa’s Circle of Hope

ClarkFamilyFund

DataPathFund

DickersonFamilyFoundation

Evans Family Fund

Florence Caruso Family Fund

Friedman Family Fund

Froba Family Foundation

GartonTractorFamilyFund

GianelliFamilyFund

GroverFamilyFund

GulvinFamilyFund

IronOtterFund

JeffandBarbaraQuinnFamilyFund

John&DianeBellizziFund

JohnnyEtchebarne’sNuggetFund

KaylaBernardiBeePositiveFoundation

LaymanFamilyFund

Martino/CusenzaFamilyFund

Maya Rose Children’s Fund

Olson Family Fund

Paul&MeikaHarmonFamilyFund

PrimeShine/PorgesFamilyFoundationFund

Raspo Family Fund

Rosalie Carmody Family Fund

Ryan Michael Barber Memorial Fund

Strom Family Fund

The Eric and Carol Benson Charitable Fund

TheInterTwineGroupFund

The Robert Woolley Fund

VanOverbeekFamilyFund

Wittchow Family Fund

FieldofInterestBeeDisadvantagedYouthFund(Endowment)

ChristopherP.WalkerFoundationFund

Community Transitional Resources CTR

Deputy Dennis Wallace Kids Soccer Fund

FocusonPrevention

GervasoniFamilyFund

GreaterModestoAreaChurches

Memorial Hospital Foundation ROCK Fund

NOZFund

RobertE.PerryMemorialFund

RotaryCentennialJunctionFund

Stanislaus Health Careers Fund

Stanislaus Heart Rescue Fund

TheJohnandCheriPhillipsFund

WilliamH.Turner&DorisL.TurnerTrust

Fiscal SponsorshipsFriendsoftheModestoDogPark

GeorgeARogersNeighborhoodParkFund

HughsonSportsandFitnessComplexFund

Ryan Michael Barber Memorial Fund

ScholarshipsAAUWOakdale-RiverbankEscalon(ORE)ScholarshipFund

AmbeckMortgageScholarshipFund

Arthur T. and Corrine K Shields Scholarship Fund

Bee Scholarship - McClatchy Family

Beyer High School Althletic Scholarship Fund

Charles Sargent Accounting Scholarship Fund

Chiton Society Scholarship Fund

Club of Hearts Scholarship Fund

DonHendricksMemorialFFAScholarship

Dr.GrantE&ColleenBareScholarship

Dr.LarryCookeMemorialScholarship

Dr.WilliamC.ParkerMemorialScholarshipFund

EdwardT.TaylorJr.PerpetualMemorialScholarship

ElizabethJaneSmythMemorialScholarship

Evelyn Hanshaw Scholarship Fund

GemperleFamilyFarmsScholarshipFund

GeorgeA.RogersNeighborhoodParkScholarshipFund

JaneWynneWoolleyMemorialScholarshipFund

Jim&BettyLillyScholarshipFund

JudyWiegmanScholarshipFund

LatinoBusinessAssoc.

LovingJagsScholarshipFund

Martella Family Scholarship Fund

MaryGroganScholarshipFund

MelindaNielsenFamilyScholarshipFund

RyanDickersonScholarshipFund

SammyJenkinsMathScholarshipFund

StanislausCountyWorkforceAllianceScholarshipFund

Stanislaus Futures Scholarship Fund

The First Tee of Central Valley Scholarship Fund

Trinitas Farming Community Scholarship Fund

Trinitas Farming Scholarship Fund

Tuolumne Scholarship Fund

ZwahlenFamilyScholarshipFund

UnrestrictedBetteBelle&JeanSmithMemorialFund

Board of Directors Fund

JamesMcClatchyEndowmentFund

StanislausCF.org|209.576.1608

Our Funds

Inspiring philanthropy. Nurturing partnerships. Stewarding resources. Advancing good.

Want tO Oin Us?J

Incharitablegiving,eachgift is unique. Every donor has different philanthropic interests and priorities, as well as a different financial situation. To meet those needs, Stanislaus Community Foundationoffersflexiblegiving options with funds that can be easily and efficiently set up in your name, or the name of your organization.

We offer a variety of services andtoolstomakethemostof your charitable dollars and accept a range of assets and canalsofacilitatecomplexforms of giving, including:

• Stocks,bondsand mutualfundshares

• Realestate

• Lifeinsurance

• Retirementassets suchasa401(k),403(b),individualretirementaccounts(IRA)orotherqualifiedretirementprograms

• Interestinlimitedpartnerships

Tolearnmore,pleasevisitStanislausCF.orgorcall209.576.1608.


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