ANAHEIM COMMUNITY FOUNDATION Board of Directors
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ANNUAL REPORT FISCAL YEAR 2014 / 2015 1 ANAHEIM COMMUNITY FOUNDATION Board of Directors 2014/2015 EXECUTIVE COMMITTEE Steve Sain President Deputy Chief (Ret.), Anaheim PD David Bostwick Vice-Chair/Vice-President Merrill-Lynch Jeff Hunter Treasurer Kaiser Permanente Ed Munson Secretary Cypress Chamber of Commerce Colleen Smagala-DeVane Immediate Past President Community Volunteer William Taormina Chairman Emeritus CEO, Clean City, Inc. Terry Lowe Chief Executive Officer Anaheim Community Services Orin Abrams Anaheim Hills Golf Course Clubhouse Sarah Alevizon Community Volunteer Darren Dang Orange County Courts Lacey Gaitan Disneyland Resort Stephen Faessel Crown Ace Hardware John Guastaferro Anaheim Family YMCA Priscilla Martinez Anaheim Elementary School District Irv Pickler Community Volunteer Michael Rubin Law Firm of Rutan & Tucker, LLP Bruce Solari Solari Enterprises, Inc. 2 ANAHEIM COMMUNITY FOUNDATION THIRTY YEARS OF BUILDING COMMUNITY THROUGH PEOPLE, PARTNERSHIPS, AND PRIDE The Mission of the Anaheim Community Foundation is to strengthen the Anaheim Community through people, partnerships, and pride. The goals in support of the Anaheim Community Foundation’s mission are to: Encourage community participation, partnerships, and collaboration that result in successful responses to community challenges and opportunities. Strengthen community-based organizations that effectively address community needs, promote volunteerism, and provide community leadership. Promote community-building programs and events that inspire community pride and unity. Provide individuals and businesses opportunities to make charitable investments that directly benefit the Anaheim community. During Fiscal Year 2014/2015, the Anaheim Community Foundation continued to provide the means for people, organizations, and corporations in “Building Community through people, partnerships, and pride” in Anaheim. Under the direction of a volunteer Board of Directors from the Anaheim civic and business communities, the Foundation linked citizens who wanted to give with neighbors who are in need of assistance, thereby enriching the community’s charitable spirit. Since its 1984 incorporation, the Foundation has continued to expand and provide leadership to meet community needs. In Fiscal Year 2014/2015, the Foundation maintained its firm dedication to supporting a broad base of programs, services, organizations, and facilities that enrich the lives of Anaheim residents. In the Fiscal Year 2014/2015, the Anaheim Community Foundation Board of Directors continued to offer a well-managed non-profit organization that acts as a community vehicle for accepting donations of property, money, or securities from individuals, organizations, and corporations. All contributions are returned to the community. Managing assets of over $1,019,515 this fiscal year the Foundation received $685,692 in donations and provided $419,458 in support to enhance programs and services that met human needs and aided local groups. The Board of Directors continued to provide the leadership support required to continue directing 100% of donations to the designated program and maximizing direct service to those in need. ACCOMPLISHMENTS As a result of its leadership and reputation for sound fiscal management, the Foundation’s role as a community asset continued in Fiscal Year 2014/2015. Helping Hands Grant Program - $22,000 in assistance was awarded to 17 local service organizations through its Helping Hands grant program. Helping Hands focuses on assisting community programs that improve arts and culture, youth and senior programs, community resources and emergency assistance. Grant awards range from $500 to $3,000. Funds are made possible by Anaheim residents who have made donations through their monthly Anaheim Public Utilities bill or online at www.anaheimcf.org. Anaheim Youth Services Assessment – The Anaheim Community Foundation was instrumental in coordinating the 2012 Anaheim Youth Assessment, which paved the way for a $3 million commitment from Angels Baseball, the Anaheim Ducks and the Disneyland Resort through Accelerate Change Together (ACT). The Orange County Community Foundation (OCCF) serves as the managing partner and has brought additional funders to the program including the Ueberroth Family Foundation, Swayne Family Foundation, Donnie Crevier and the Tarsadia Foundation. ACT’s second year saw a surge in support from throughout Orange County with new funders including Bank of America, Pimco Foundation, J. Stanley and Mary W. Johnson Family Foundation, Weingart Foundation, Wells Fargo Foundation, William and Nancy Thompson Foundation, Opus Bank and Samuel Anderson Family Foundation Fund. In addition, the proceeds of the annual Anaheim State of the City event were directed to benefit ACT. ACT II, which represents the second year of funding, awarded $2 million in grants, an increase of $500,000 from the inaugural program in 2014. 3 The ACT initiative is dedicated to meeting the needs of Anaheim youth. Funding priorities target effective programs that specifically address service gaps, challenges and barriers to the success of Anaheim’s youth as identified in the findings of the Anaheim Youth Assessment (AYSA) Report. I Heart OC Giving Day – The Anaheim Community Foundation participated in the “I Heart OC Giving Day” coordinated by the Orange County Community Foundation which was a 2015 initiative to raise $2 million for Orange County nonprofits over a 30-hour period. The ACF received $1,583.76 from the first ever countywide giving day held in April. New Funds - This past year, the ACF Board added the financial oversight of several new programs including: Special Olympics World Games, Park Improvements, Kash for K9’s and Veteran’s Working Group. BOARD MEMBER SERVICE On February 2, 2015, the Board of Directors of the Anaheim Community Foundation unanimously named Irv Pickler Board Member Emeritus. As a parent, community volunteer, City Councilmember, active service club member, ACF board member and many others, Irv’s leadership and sincere love for this community has been unparalleled. Anaheim is a much stronger city and a much better place to raise a family because of Irv’s dedication. Beyond his service to our community, Irv has served America and the world in the defense of freedom as a distinguished member of our armed forces. 4 CREATING A CARING COMMUNITY Giving to the Anaheim Community Foundation allowed donors the opportunity to make a difference, be remembered, and enrich the quality of life in our community now and in the future. The Anaheim Community Foundation served as a charitable channel through which worthwhile programs including arts and culture, environmental/nature, gang-drug prevention and interventions, youth programs, human service/emergency assistance, senior programs, therapeutic programs, library, and scholarships were supported. Because of the Foundation’s minimal operating costs, donors had the unique opportunity to give locally and be secure in the knowledge that their gift was directed to the program of their choice. During Fiscal Year 2014/2015 the Foundation actively sought funds from the following sources: ACF Helping Hands Donor Program Individual donations of cash, real and personal property, or land/securities Corporate/Organization donations Employee Payroll Deduction/Contribution Plans Gifts in memory of family or friends Bequests in a will or trust Designation as a life insurance beneficiary Establishment of charitable trusts Establishments of endowment funds In-kind donation of service The Foundation will continue to look for opportunities to act as Fiscal Agent in order to facilitate fundraising and services to those in need. In addition, the Foundation will continue to encourage all forms of charitable giving as a means of expanding the delivery of critical services that improve the quality of life in Anaheim. 5 PROGRAM NARRATIVES 2014/15 COMMUNITY SERVICES PROGRAM FUNDS YOUTH PROGRAMS Ballet Folklorico Dance Program - The Project S.A.Y. (Support Anaheim’s Youth) Folklorico and Cultural Dance Program provides youth with an opportunity to learn about and strengthen the cultural heritage and rich history of Mexican folk dance. Youth dancers perform in monthly events including the Cinco de Mayo Fair, Illumination Foundation Special Event, Dia de Los Muertos, Fullerton College STEM Conference, Orange County Fair, Senior Health Fair, Kids Giving Back Fundraiser, and various other community events. Your support will help offset the cost of dance costumes, shoes and shoe repair, and general supplies. Community Service Volunteers / VolunTeen Recognition - The 35th Annual Volunteer Recognition Event “Volunteers ROCK!” was held on Wednesday, March 18, 2015. Over 450 individual City of Anaheim volunteers were recognized for their valued support, including Fire, Police, and Community Services programs and facilities during the 2014 calendar year. Also recognized were contributors from local corporations and service clubs. Over $1,199,870 in support for important community based activities was received from local corporations and organizations including the Anaheim Arts Council, Anaheim Public Library Foundation, Anaheim Senior Citizen’s Club, Anaheim Public Works – Employee Transportation Center, Disneyland Resort, City of Anaheim Employees, Friends of the Anaheim Public Library, Friends of the Canyon Hills Library, L-3 IEC, Republic Services and SA Recycling. The summer 2014 VolunTeen Program had 134 active teens volunteering throughout