ENGAGING for Good

ANNUAL REPORT 2018 YOUR COMMUNITY FOUNDATION HERE for Good

ENGAGING FOR GOOD

You know an organization is on solid footing when new levels of success are expected each year. 2018 was no different. We granted a record $18.7 million. Community Foundation for Monterey County (CFMC) donor advisors are more active than ever, utilizing their funds to make significant investments into Monterey County. Scholarship funding took another huge leap to $1.3 million with the help of many new partnerships. While investment markets didn’t do us any favors, especially at the end of the year, the CFMC experienced robust giving. The generosity of Monterey County residents continually amazes us.

Perhaps the true sign of the CFMC’s maturity is that we measure ourselves – our effectiveness and impact – in new ways. 2018 saw the advent of our Community Impact Investment program, in which we invested a small portion of our long-term portfolio in community development finance organizations who will then loan our capital to start-up farmers or women entrepreneurs. The portfolio receives a guaranteed return on these placements. Or our Center for Nonprofit Excellence’s Next Steps for Small Nonprofits, which finished year two of a three-year program to help small and emerging nonprofits gain capacity and expertise that will be vital elements of their sustainability. And there is the largely behind-the-scenes community leadership work in areas of homelessness, affordable housing, the 2020 Census and support of many of our community’s vital nonprofits. This confluence of philanthropy and community impact was eloquently tied together in Leon and Sylvia Panetta’s Distinguished Trustee acceptance remarks at the annual Celebration of Philanthropy.

None of this happens without a committed, engaged board of directors and staff. The energy, intellect and passion that goes into the successes of your community foundation are possible because of the people who work at it every day. Healthy nonprofits have strong boards and great staffs, recognizing best practices and appropriate boundaries. Working as partners. Perhaps the primary driver is our sense of responsibility to the stewardship of assets, the honoring of each donor’s intent and our commitment to leveraging these resources into maximum benefit for Monterey County. In other words, we are driven by our desire to build “Healthy, Safe, Vibrant Communities.” We are Here for Good.

We hope you’ll enjoy reading how we worked to accomplish this in 2018.

Ken Petersen Daniel R. Baldwin 2018 Board Chair President/CEO

 (l to r) Ken Petersen, Dan Baldwin/Photo Randy Tunnell 3/4 The drop-in“ program gives youth and families free access to a community- oriented science learning and making space right in the heart of downtown Greenfield, after school and on the weekends.”

--JOSÉ SÁNCHEZ GREENFIELD COMMUNITY SCIENCE WORKSHOP (right) learn more ENGAGING www.cfmco.org/Grants FOR IMPACT GRANTMAKING

The CFMC awarded record grants of $18.7 The Next Steps for Small Nonprofits program million in 2018, and has awarded $185 through the CFMC’s Center for Nonprofit million in cumulative grantmaking since 1981. Excellence offered capacity building grants plus Competitive grant requests are reviewed by a operating support to help local nonprofits fulfill grant committee or staff. Others are carefully their missions. And the CFMC was chosen recommended by a donor advisor, or directed by The James Irvine Foundation to invest through the Monterey County Gives! year-end $1.25 million to strengthen local leadership in campaign. This care and attention helps create Salinas. The Neighborhood Grants program impact from North to South County, inland to the supported grassroots groups with small grants coast, for young and old. to boost their ability to bring programs to their communities. As a community foundation, we make grants in diverse areas to nonprofits doing great work Grants from field of interest funds focus on a in health and human services, children and particular cause, such as the Fund for Homeless youth development, arts, culture and historic Women, which topped $1 million in cumulative preservation, community development, the grants in 2018, and The Anita Tarr Turk Fund environment, animal welfare, education and which awarded three two-year grants for breast disaster relief. cancer research. Scholarships nearly doubled. A record $1.3 million was awarded to 375 Grants have expanded the Monterey County recipients. Symphony’s Music in the Schools program into Salinas, assisted RotaCare’s medical clinic for Whether it’s supporting our neighbors through the underinsured in Seaside, brought STEM programs or services, or helping a student classes through the science workshop to fulfill their dreams of higher education, the Greenfield, and supported watershed ecology CFMC seeks to make the most impact possible education from North County to Gonzales through its grantmaking. Thanks to our generous through the Pacific Grove Museum of Natural donors past and present, we strengthened History. communities throughout Monterey County like never before. $18.7 million granted

We are proud to support our $185 million community through our diverse since 1981 grantmaking programs and appreciate the positive impact of our nonprofit partners. 746 grantees - LAUREL LEE-ALEXANDER VICE PRESIDENT OF GRANTS countywide AND PROGRAMS impact & beyond

 Grantees, clockwise from top left: Community Partnership for Youth, Central Coast Quality of Life Programs, Monterey County Animal Shelter, Greenfield Science Workshop, Dorothy’s Place, Big Sur Land Trust, Monterey Museum of Art, RotaCare 5/6

learn more ENGAGING www.cfmco.org/MCgives COMMUNITY MONTEREY COUNTY GIVES!

Anyone can be a philanthropist. It’s a big word, in King City, or if you live in Gonzales, you’ll learn yet giving at all levels makes a meaningful what the Natividad Hospital Foundation is doing to difference to causes and organizations people help babies thrive in the neonatal unit. care about. In 2018, Monterey County Gives! brought new donors together with creative ideas MC Gives! connects communities. It energizes from nonprofits – engaging an entire community us to do our part – with gifts big and small – around a central theme of giving. It has provided a because in the end, it improves our sense of roadmap of increased generosity, demonstrating connectedness and because, it feels good to give! the strength of our local philanthropic spirit. MC Gives! is a partnership of the Monterey County 2018 was the most successful year since Weekly, the CFMC and the Monterey Peninsula Monterey County Gives! began in 2009 – raising Foundation. The program has grown stronger a record $5.4 million for the 169 participating thanks to sponsors Neumeier Poma Investment nonprofits. Since inception, $22 million has been Counsel, the David and Lucile Packard Foundation, raised and granted. Colburn and Alana Jones Foundation of the CFMC and the Cannery Row Company. We also thank the The campaign was successful not only in financial Donald McEnry Davis Charitable Fund, Doolittle terms, but also in giving each nonprofit a chance Fund, Fuqua Family Foundation, Peter and Jackie to share stories of their work directly with Henning Fund, Huth Family Fund, Dr. James residents of Monterey County. The Monterey Valentine Fund, Alexander F. Victor Foundation and County Weekly’s annual MC Gives! insert Ben and Mary Ann Whitten Fund, all donor advised contains each organization’s “Big Idea”. So, if you funds of the CFMC, for their contribution to the live in Castroville, you’ll read about arts programs match. record $5.4 million raised

$22 million since inception in 2009 People give because they want to know folks are being fed, the $1.49 million environment is being cared for, in matching homeless people have shelter, funds & challenge gifts children are learning to read and the arts are thriving. 169 - DAN BALDWIN participating nonprofits PRESIDENT/CEO

4,710 donors

 bottom right, MCGives! partners Bradley Zeve, Publisher Monterey County Weekly, Steve John, CEO Monterey Peninsula Foundation, Dan Baldwin, President/CEO, Community Foundation for Monterey County; MC Gives! participants/Photos Nic Coury 7/8

learn more ENGAGING www.cfmco.org/Donors DONORS JOEL AND DENA GAMBORD

Joel and Dena Gambord are full of life and their They met with nursing students, many of whom vitality and excitement are reflected in their had financial barriers such as child care costs, passion for giving. The Gambords, who reside and learned first-hand the difference scholarships in Pebble Beach, met in the San Jose area and could make in furthering their careers. “These have been married for 46 years. Joel and Dena’s are amazing people and their success will give families were hardworking. “We came from more people access to better health care,” noted families that were not able to give. We are the Dena. The hope is that many students after first generation to do so and we see the rewards”, achieving their advanced degrees will stay locally said Dena. “We’ve been very fortunate. In planning and make a difference in our community.” our legacy, we made sure our kids were OK and then found we had a little left over,” Joel added. The Gambord’s philanthropic vision is evolving. They worked with Dan Baldwin and Christine The Gambords support many local nonprofits and Dawson at the CFMC to set up a structure were looking for a partner to help them create and giving plan through a planned gift through a giving plan for the future. They were drawn to their estate to fulfill their wishes in the future. the reputation of the Community Foundation for They will support people not only in health care Monterey County and in 2013 they created the careers but in trade schools as well. They also Joel and Dena Gambord Charitable Foundation, plan to support the arts, especially organizations a donor advised fund of the CFMC. They started involved with photography, Joel’s passion, and with grants to service dog organizations and now animal rescue. support the training of search and rescue dogs to be paired with firefighters or police as a search And they are involving their family. “We’re trying and rescue team, certified by FEMA. to look into the future and create a structure that will last. We’ve got our children involved now The Gambords giving philosophy is “cause and in the future our grandchildren and great and effect philanthropy.” They want to see the grandchildren can be involved depending on direct impact of their giving. By attending the their interests. We hope they will carry on with graduations of their support dogs and their our priorities but we’ve built flexibility into the human pairing they get great satisfaction in plan so family members will be able to modify seeing the results of their investments. the focus of giving in a way we can’t possibly foresee at this time,”Joel explained. Their other giving priority is providing nursing scholarships for students at California State “We’re happy to have set up our plan at CFMC. University, Monterey Bay (CSUMB). They created We trust the people there to carry out our the Joel and Dena Gambord Nursing Scholarship wishes and work harmoniously with our family Fund at the Community Foundation with the members in the future. Joel and I are just mission to expand the training of nurses to a ordinary people who have been very fortunate higher professional level from RN to Bachelor of and we hope to make a difference – to leave Science degrees and to Physician Assistants and things a little better than when we arrived here”, Nurse Practitioners. added Dena.

We hope to leave things a little better than when we came. Our giving has evolved to include our family, that’s icing on the cake.

- JOEL AND DENA GAMBORD  Joel and Dena Gambord/Photo Randy Tunnell 9/10

learn more ENGAGING www.cfmco.org/Scholarships

College Futures is engaging students to make STUDENTS their college dreams a reality. In 2018, 600 Monterey County students attended CFMC- sponsored workshops at seven schools from SCHOLARSHIPS King City to Salinas to Seaside. And college is a reality for nearly 130 student thanks to College Ismael Rocha (center, left) says his parents Futures scholarships, which totaled $434,500. had only one goal for him - “Study hard so I wouldn’t end up in the fields.” But studying Ismael now attends CSUMB where he is hard and getting into college presented another studying kinesiology, yet still finds time to glaring reality many students face – figuring volunteer as a track and field coach at King out how to pay for it. “When I saw the prices, I City High School. He hopes to become a knew that it would be nearly impossible for my Physical Education teacher. He’s found a parents to pay for college, rent, and to provide special friendship and mentorship in donors for my three other siblings,” said Ismael, a King Steve and Marti Diamond, CFMC fund holders City High School graduate. and scholarship supporters, who he met at a summer workshop. He recognizes the Then Ismael learned about College Futures connection between donors like the Diamonds Monterey County, a CFMC program in and the scholarship helping him reach his goals. partnership with the College Futures Foundation, which offers comprehensive “They are some of the nicest and most humble support in addition to scholarships. Students people I have ever met, and they also shared are offered workshops about college prep lots of knowledge and great advice that I took requirements, completing applications, financial to heart. It’s people like them that make the aid forms and even budgeting. scholarship possible, and they are investing in our education without knowing who we are or “One of the best things I could ever ask for what we plan to do in college.” was when Esther Figueroa, the student support specialist, came to King City High School and This is just one student’s success story. told us about the scholarship. I applied and The CFMC manages more than 52 named ended up earning it. I am the first person in my scholarship funds, each with a unique purpose family to attend college. My brother, Allen, is and vision. already following in my footsteps.”

I can’t thank the scholarship donors enough for giving to the best foundation ever, because it truly helps us students succeed and takes some weight off our shoulders.

– ISMAEL ROCHA COLLEGE FUTURES SCHOLARSHIP RECIPIENT, CSUMB STUDENT

awarded oversees CFMC received a

375 52 $750,000 scholarships totaling scholarship funds 2-year renewal grant totaling from College Futures $1.3 million Foundation for (increase from 225 $8.2 million scholarships and totaling 750,000 in 2017) support

 Clockwise from top left: Drezner Family Scholarship Fund recipients, Carmel Woman’s Club Scholarship Endowment Fund recipients, College Futures Monterey County recipient, Ismael Rocha, Hugo and Dolores Tottino Family Scholarship Fund recipients with former CFMC Program Officer Josh Warburg, Taylor Farms Scholarship recipients 11/12 I thank all“ Women’s Fund donors for supporting scholarships and helping girls like me pursue our dreams.”

– CELESTE ISLAS WOMEN’S FUND SCHOLARSHIP RECIPIENT UC BERKELEY STUDENT (top center) learn more ENGAGING www.cfmco.org/WomensFund WOMEN & GIRLS WOMEN’S FUND

The Women’s Fund is in full stride, sustaining power. Involved in GHGH since her sophomore programs which grow leadership in young year she enthusiastically embraced leadership women and helping them fulfill their college roles. “I had a safe place to eat and stay during aspirations, while expanding its focus to lunch and practice skills I needed for personal leadership, advocacy and policy change. development,” she shared as a speaker at the 2018 Women’s Fund Luncheon. For the second year, the fund made it possible for four women to attend the Women’s President of the National Honor Society with a Policy Institute of the Women’s Foundation 4.3 GPA, Celeste had 18 acceptance offers for of California. They built advocacy skills and college admission. She now attends University worked on public policies to help low-income of California, Berkeley joining her two aunts, women achieve economic security. GHGH alumnae Lilybeth and Bella Chavez, who also received Women’s Fund scholarships. The Women’s Fund is addressing human Celeste was one of 61 Women’s Fund trafficking in Monterey County, by providing scholarship recipients in 2018. All previous support for Rising International’s Safe & Sound recipients who applied in 2018 had their education and prevention program to be taught scholarships renewed. in local high schools. Co-founded and taught by trafficking survivors, it’s becoming a national The Women’s Fund is a catalyst for change, model. addressing critical issues, leadership and advocacy, health empowerment, economic Girls’ Health in Girls’ Hands (GHGH), a girl-led security and educational advancement. With movement for health empowerment created the strong support of Women’s Fund donors, it by the Women’s Fund, continues to thrive. will continue to meet future needs and create Everett Alvarez High School graduate Celeste pathways for women and girls. Islas is one strong, confident voice of that

Where we are is in a moment of real awakening – we are in a time when women and girls of all ages are stepping into their own personal power.

– SARA HIRSH BORDO FOUNDER AND FILMMAKER OF WOMEN RISING KEYNOTE SPEAKER 2018 WOMEN’S FUND LUNCHEON

granted awarded $1.8 million $2.1 million endowment 61 since 2001 to meet challenging needs scholarships totaling $121,000 (2018)

 Clockwise from top left: Christine Dawson, CFMC VP of Philanthropic Services; Celeste Islas; Camila Islas, Erin Clark; Lynn Merrill-Paduck, Kaprece James; Erin Clark, Sara Hirsh Bordo; Lilly Steinbrenner, Leah Steinbrenner, Emari Gardenhire; 13/14 Sarah Hirsh Bordo, Celeste Islas; Nancy Scheid, Corie Hill

learn more ENGAGING www.cfmco.org/PresidentsBlog IN LEADERSHIP A TRUSTED VOICE

Grantmaker. Convener. Changemaker. The The CFMC has also taken action around Community Foundation for Monterey County advocating and providing funding for affordable has a unique ability and opportunity to bring housing, working for an accurate count in people together to address Monterey County’s Monterey County in the 2020 Census and challenges. When a study showed that 75% of allocating CFMC financial resources to spur Monterey County high school students aspire to economic opportunities though community attend college, but only 33% are prepared, the impact investing. CFMC took on the challenge of changing those numbers. The CFMC partnered with the College Leadership goes beyond grantmaking and Futures Foundation to launch College Futures convening. CFMC staff members have Monterey County – a college readiness program leadership roles in Monterey County and that comprised a large part of the $1.3 million in beyond. Christine Dawson is a board member total scholarships awarded in 2018. of Association of Fundraising Professionals, Monterey Bay. Janet Shing is a Steering Partner When The James Irvine Foundation was for Bright Futures Monterey County. Laurel looking for a partner to implement its priority Lee-Alexander is a member of the Community funding for a civic engagement and community Foundation National Standards board and Dan leadership project in Salinas, it sought out the Baldwin is Past Chair of the League of California Community Foundation for Monterey County Community Foundations and a member of because of the CFMC’s deep local knowledge. the National Community Foundation Public Awareness Initiative Steering Committee. And when homeless service providers needed a neutral party to break through the complicated Central to the CFMC’s vision of creating web of agencies and issues, the CFMC stepped “Healthy, Safe, Vibrant Communities,” the in and helped motivate organizations to become CFMC is using its voice, values and position as aligned around a shared vision. community leader as a force for good.

Affordable Housing

Dan Baldwin has been key in Strategic getting cities and nonprofits... Grantmaking to work on addressing homelessness and getting a shelter on the Peninsula on a Homelessness possible track. - LUIS ALEJO MONTEREY COUNTY SUPERVISOR, Needs-Based DISTRICT 1 Scholarships 15/16 ENGAGING DIVERSE INTERESTS SIEMBRA Dan Baldwin (l) with Siembra Latinos Advisory Board Members Chris LATINOS FUND Barrera, Ida Lopez Chan (Co-Chair), Blanca Zarazua (Chair), Daniel Rodriguez, Jose Luis Alvarado, Raul Rodriguez. (Not pictured: Elsa Mendoza Jimenez, Erica Padilla Chavez, Lorraine Yglesias)/Photo David Royal

We want to grow the tradition of giving to help the Latino community thrive. Indigenous youth leadership in Greenfield. Digital Literacy in Gonzales. Multi-cultural art classes - IDA LOPEZ CHAN in Seaside. Diabetes prevention throughout SIEMBRA LATINOS ADVISORY MEMBER the county. The Siembra Latinos Fund (SLF) is AND CFMC BOARD MEMBER supporting diverse programs and empowering Latinos throughout Monterey County.

And it’s made possible by its efforts to engage mission diverse donors. A fund of the CFMC, created to “To inspire giving by inspire giving by and for Latinos, the SLF granted Latinos for Latinos” more than $20,000 in 2018 to nonprofits serving the Latino community. “Siembra” means “to sow,” and the fund seeks vision to grow opportunity for Latinos in Monterey “Healthy, Safe and Engaged County. The Siembra Latinos Fund invests in the Latino communities” great work taking place by Latinos as leaders and changemakers.

It is guided by a local advisory board and awarded seven grants totaling engages Latinos in giving for good. The fund aims to invest in organizations that create opportunities for local Latinos to achieve their $20,000 fullest potential. (2018) 1 of 10 members of the The Siembra Latinos Fund is field National Latino Funds Alliance of interest fund of the Community Foundation for Monterey County. www

www.cfmco.org/SLF www.cfmco.org/NMCF Coastal Kids Home Care provides counseling and other services to Monterey County Agricultural & Rural Life Museum shares the Salinas children and families Valley’s rich ag history through exhibitions and hands-on experiences

NORTHERN MONTEREY COUNTY SOUTHERN MONTEREY COUNTY COMMUNITY FOUNDATION COMMUNITY FOUNDATION

GRANTEE: COASTAL KIDS HOME CARE GRANTEE: MONTEREY COUNTY AGRICULTURAL & RURAL LIFE MUSEUM The Northern Monterey County Foundation (NMCF) is making a difference in North Monterey The Southern Monterey County Foundation County. The NMCF awarded more than $35,000 (SMCF) provides grant funding for a variety of to 14 organizations serving the communities community-based services aimed at improving of Aromas, Bolsa Knolls, Boronda, Castroville, the quality of life for Southern Monterey County Elkhorn, Las Lomas, Moss Landing, Oak Hills, residents. Pajaro, Prunedale, Royal Oaks and Santa Rita. More than 350 South County 4th graders had A young Prunedale boy and his family faced end- a day full of art, history and music at Monterey of-life and NMCF grantee Coastal Kids Home County Agricultural & Rural Life Museum annual Care, California’s only nonprofit pediatric home History Jamboree at San Lorenzo County Park in health agency, provided social work support and King City. They panned for gold in a sluice box, bereavement counseling to his mom and siblings. made a gold collection pouch, sampled hard tack With the support of the NMCF, children living with at the covered cook wagon and sang camp songs illness, and those facing the end-of-life, receive at the gold miners tent. A grant from the SMCF excellent in-home care and their parents find supported the program. peace of mind.

serving Northern serving King City to

Monterey County points South communities

granted $21,000 awarded $35,500 to 17 nonprofits to 14 projects and programs $93,000 $57,000 to 27 projects and programs in its first two years in it’s first five years www www

www.cfmco.org/NMCF www.cfmco.org/SMCF 17/18 ENGAGING FOR GOOD GRANTMAKING HIGHLIGHTS

Fund for Homeless Women grantee I-HELP serves local women nightly Tu Puedes King City helps their neighbors get healthy

Providing Shelter and Support Small Grants, Big Impact FUND FOR HOMELESS WOMEN NEIGHBORHOOD GRANTS PROGRAM

The Fund for Homeless Women granted $230,000 Small grants make a big impact for grassroots to seven nonprofits in 2018, passing the $1 million groups working to improve their communities. The milestone of grants awarded since its inception. Neighborhood Grants Program supports volunteer- The fund assists groups serving unsheltered led groups who organize everything from cultural women who live on the Monterey Peninsula. and after school sports, to activities for seniors and special needs support groups. Grants supported emergency assistance, meals, clothing, safe parking, shelter and housing as well Members of Tu Puedes King City gather each as case management services. Organizers also morning to get their exercise – dancing and involving hold monthly meetings to raise awareness and their children too young to go to school. The grant educate the community. helps bring community members together to improve mental and physical health. That’s just one way the group is working to help their neighbors. field of interest fund founded

2012 started in 1997

awarded $230,000 $50,000 granted to 7 nonprofits in 2018 to 15 community groups in 2018

$ 1,149,110 $1,025,000 in cumulative grantmaking cumulative grantmaking 43 grants to 11 nonprofits www www

www.cfmco.org/FHW www.cfmco.org/NGP www.fundforhomelesswomen.org learn more www.cfmco.org/Grants

Building Healthy Communities empowers youth in Salinas Monterey Peace and Justice Center board members work to strengthen their organization Strengthening Leadership Building Capacity JAMES IRVINE FOUNDATION NEXT STEPS FOR SMALL NONPROFITS

The James Irvine Foundation aims to boost civic Next Steps helps smaller nonprofits (with engagement and development of regional leaders. budgets under $150,000) fulfill their missions. They are investing $1.25 million through the CFMC Grantee Monterey Peace and Justice Center to build resident engagement in Salinas. Ten (MPJC) aims to inspire and mobilize the people of organizations supporting working class families Monterey County to cultivate peace, social justice, are participating in a pilot program including nonviolence, democracy and environmental coaching and multi-year operating support to sustainability. “Next Steps is giving our board build organizational strength and increase civic education on how to really organize ourselves to participation. reach our ambitious goals of educating the public,” said Joyce Vandevere, MPJC board member. 18-month regranting program to grow local leaders in Salinas 3-year program to support $375,000 granted smaller nonprofits to 9 nonprofits (2018)

Up to $18,000/year $1.25 million to 9 nonprofits invested coaching coaching, capacity building and capacity building and mentoring mentoring www www

www.cfmco.org/Irvine www.cfmco.org/NextSteps 19/20 The“ Community Foundation’s investment is critical to our ability to say ‘Yes’ when determined entrepreneurs come to us for funding to pursue their dreams.”

- LUZ URRUTIA CEO, OPPORTUNITY FUND learn more ENGAGING www.cfmco.org/ImpactInvesting CAPITOL COMMUNITY IMPACT INVESTING

The Community Foundation for Monterey amounts of money and financial advice can help County undertook a new approach to investing people make permanent and lasting change, its capital by creating the Community Impact drive economic mobility and build stronger Investment program. This approach makes a communities. difference beyond grantmaking by leveraging philanthropic capital for social good. In its first This investment will help business owners year, $1.75 million was directed to two area like Manuel Lopez (left), who needed a small Community Development Financial Institutions business loan to purchase new equipment (CDFIs), which make loans to create economic for his auto repair shop, Lopez Automotive. opportunity and growth for small businesses. He successfully repaid his loan and used additional financing from Opportunity Fund to A portion of the funds that would otherwise be help purchase tools and install a fence around held in traditional investments will create loans the shop grounds. In 2018 Opportunity Fund to boost economic development, opportunity provided 36 loans totaling $814,000 in Monterey and growth for small businesses in Monterey County. County. The money will be repaid to the foundation with interest, growing the CFMC’s The CFMC also invested $750,000 with philanthropic resources while helping to fulfill California FarmLink, which links independent part of the foundation’s mission - to strengthen farmers and ranchers with land and financing. communities. It provides one-on-one technical assistance, workshops, connections, and resources to The CFMC placed $1 million with Opportunity support farmers who would otherwise have Fund which makes loans to small business difficulty securing financing. During 2018, owners who don’t have access to traditional California FarmLink made 26 farm loans totaling financial resources. They believe that small more than $1.5 million in Monterey County.

We’re excited to improve the lives of our neighbors through investments in these two organizations. It’s a win-win.

– DAN BALDWIN CFMC PRESIDENT/ CEO

invested developed Community Impact $1.75 million Investment Policy & Committee in 2 CDFIs: • California FarmLink • Opportunity Fund

 Manuel Lopez of Lopez Automotive received a business loan to buy needed equipment/Photo Richard Green 21/22

learn more ENGAGING www.cfmco.org/CNE NONPROFITS CENTER FOR NONPROFIT EXCELLENCE

The Center for Nonprofit Excellence (CNE) The CNE has successfully implemented six offers numerous opportunities for nonprofit such projects in the last 12 years. Participating staff and boards to build their organization’s nonprofits often report stronger organizational effectiveness. Through workshops, consulting structures, larger and more effective boards, and networking resources, hundreds of more diverse and sustainable funding sources participants are better able to fulfill their and expanded staff. They also develop a missions each year. learning culture where efforts to strengthen the organization become a regular part of planning Both the Next Steps for Small Nonprofits and and activities. This methodology has been so The James Irvine Foundation Salinas pilot successful it was adopted by other grantmakers programs use the CNE model of grantmaking including the David and Lucile Packard plus capacity building for a cohort of grantees. Foundation. This approach provides multi-year, unrestricted grants plus a menu of other services focused Another highlight of the CNE’s multifaceted on organizational strengthening. work is support for nonprofit executives. The CNE sponsored an Executive Director learning Professional consultants who serve as coach/ community for the past five years and in 2018 mentors are a key part of the program, offered several opportunities for local executive supporting the grantees throughout the grant directors to recharge and refresh, support period. Participants complete an assessment of one another, and gain tools for wellbeing and their organization, develop a plan to strengthen effective leadership. capacity over time, plus take part in training and peer learning. The CNE engages area nonprofits by seeking input and feedback through an annual survey. By responding to concerns and shaping its programs based on the nonprofit community’s 196 needs, the CNE seeks to help organizations nonprofits engaged with CNE better serve the people of Monterey County.

21 organizations utilized 3 or more CNE services The funding and consultation kept us focused on our 45 Executive Directors capacity building goals, which took advantage of one or more offerings strengthened our infrastructure to support resilient leaders and allowed us to take on new risks. We’ve been able to grow our programs, staffing, and impact.

57 nonprofits have -SHERRY FLUMERFELT benefited from the grantmaking “plus” MONTEREY BAY FISHERIES TRUST mentoring model (2006-2018)

 Top center: CNE Director Kaki Rusmore and Program Officer Susie Polnaszek manage the LEAD Institute, nonprofit workshops, Board Connect and other programs to strengthen local nonprofits 23/24 Goodwill Industries of Santa Shelter Outreach Plus Fund Cruz, Monterey and San SPCA of Monterey County OUR FAMILY Luis Obispo Counties Fund Fund Health Projects Center Fund St. Timothy Foundation, Inc. Fund Interim, Inc. Mental Illness Sunset Theater Endowment Endowment Fund Fund OF FUNDS Kinship Center Fund Sylvia W. Schwarz Legal Services for Seniors Endowment for Reading The CFMC holds more than 500 funds created by individuals, Endowment Fund Improvement at Tularcitos families and businesses. Funds can be established to benefit LULAC Council # 2055 Fund School specific organizations, causes, geographic areas, scholarships Lyceum Founders’ Fund in Robinson Jeffers Tor House Fund or unrestricted to respond to changing needs. The CFMC is a Memory of Vera Hering and Tularcitos Parent Teacher steward of both the charitable assets entrusted to us and each Claire Kennedy Organization Fund donor’s philanthropic vision. Foundation for Monterey United Way of Monterey County Free Libraries - County Fund Affiliate Funds Friends of the Carmel Valley General Endowment Fund Ventana Trails Forever Fund A local advisory board Library Fund Foundation for Monterey Ventana Wilderness Alliance provides oversight, defines Carl Cherry Center for the County Free Libraries - Fund grantmaking priorities, Arts Fund Dallas Shaffer Book Fund Ventana Wildlife Society Fund and raises funds that are Carmel Music Society Monterey County Free The Western Stage distributed to community Endowment Fund Libraries - Staff Endowment Fund organizations serving a Carmel Woman’s Club Fund Development Fund York School Fund specific region. Carmel Woman’s Club Meals on Wheels of the Youth in Wilderness Fund Northern Monterey County Scholarship Endowment Monterey Peninsula Fund Agency Stewardship Funds Foundation Fund* Eve Mills Memorial Fund for Agencies benefit from Southern Monterey County Casa Amesti Foundation Meals on Wheels Salinas participation in the CFMC’s Foundation Building Endowment Fund Valley investment portfolios, and Agency Endowment Funds David Allen Bernahl II, Local Meals on Wheels of Salinas, retain access to the fund’s Nonprofit agencies benefit Heroes Fund for CASA Inc. Fund principal. from participation in the Center for Photographic Art Monterey County Historical 1984 Fund CFMC’s investment pools, Fund Society Fund Friends of the Andy Ausonio help with planned giving, and Chamber Music Monterey Monterey History and Art Library Stewardship Fund grow their sustainability. Bay Fund Association Endowment Big Sur Health Center 39 Craftsmen Fund for Chartwell School Scholarship Fund Stewardship Fund Monterey County Youth Endowment Fund Monterey Museum of Art Big Sur Land Trust Carmel Museum Children’s Services Fund River FREE Stewardship All Saints’ Day School International Fund Monterey Public Library Fund Fund Endowment Fund Colleagues of the Arts MPC Women Supporting Friends of Carmel Forest Bishop Kip Fund for All Saints’ Endowment Fund Women Endowment Fund Stewardship Fund School Community Partnership for Museum Foundation of Carmel Heritage Society The Gloria S. Daly Youth Fund Pacific Grove Fund Stewardship Fund Endowment Fund for All Carmel Public Library Natividad Medical Foundation Carmel Woman’s Club Saints’ Episcopal Day Foundation Fund Fund Stewardship Fund School Carmel Public Library Danny Nugent Memorial CASA of Monterey County Hester Hyde Griffin Fund for Foundation - Children’s Fund Campership Fund Stewardship Fund All Saints’ Day School Elkhorn Slough Foundation, Ombudsman for Long-Term Stewardship Fund for the Laurie Boone Hogen Inc. Fund Care Fund Center for Photographic Arts Appreciation Fund for Fred Farr & Edwin Bliss Jack O’Neill and Harry Hind Central Coast for Independent Excellence in Teaching Buckeye Memorial Fund Endowment Fund Living Stewardship Fund* Alliance on Aging Endowment Fenton Founders’ Fund for Operating Endowment Fund Chamber Music Monterey Fund Youth Music Monterey Orchestra in the Schools Bay Stewardship Fund Alzheimer’s Association of Director Emeritus Richard Endowment Fund CHISPA Stewardship Fund Monterey County Tyler Scholarship Award Nellie Irons Orr Scholarship Fund Church in the Forest Big Sur Health Center Food Bank for Monterey Pacific Repertory Theatre Stewardship Fund Endowment Fund County Endowment Fund Endowment Community Human Services The Big Sur Land Trust Friends of the Salvation Army Project Helping Hand Fund Stewardship Fund Conservation Fund Monterey Peninsula Fund Rancho Cielo Endowment Conservancy for the Range Blind and Visually Impaired Girl Scouts of California’s Fund* of the Condor* Center Fund Central Coast Endowment Salinas Rodeo Rotary Club Carmel Valley Kiwanis The Boys and Girls Club of the Fund Foundation Agency Foundation Stewardship Monterey Peninsula Fund Endowment Fund 2 Fund Monterey Fireman’s Charitable Association Fund of the CFMC; Siembra Latinos Fund launch Friends of the Carmel Valley Sarah Spencer Seed Money Arts Council for Monterey Donor Advised Funds Library Stewardship Fund Fund for the Center for County Endowment Fund Donors recommend grants Del Monte Forest Conservancy Photographic Art Tony P. and Marjorie Ayres from their fund to support Fund Sun Street Centers Fund nonprofit organizations Girls Inc. Stewardship Fund Stewardship Fund Nancy Parker Benham and work with CFMC staff Harmony at Home Ending Friends of Sunset Foundation Endowment Fund to create a meaningful Violence & Building Stewardship Fund Central Coast Lighthouse philanthropic legacy. Families Stewardship Fund* Salinas Valley Memorial Keepers Fund 22 Love Fund International School of Hospital Foundation Cislini Fund Zekai and Carolyn Akcan Fund Monterey Foundation Stewardship Fund Howard and Lynn Classen Amy Anderson and George Stewardship Fund Temple Beth El Stewardship Endowment Somero Fund Jacob’s Heart Children’s Fund de Guigne Fund Anonymous Donor Temporary Cancer Support Services United Way Monterey County Frances Elgan & Werner Fund Stewardship Fund Stewardship Fund Kunkel Fund Friends of Community Animal Japanese American Citizens United Way Monterey County Howard W. and Elva M. Elliott Services Fund League of Monterey Stewardship Fund II Trust Fund Antle Family Fund** Peninsula Stewardship Fund United Way Monterey County The Herman Fletcher Fund Rick and Tonya Antle Fund Kernes Adaptive Aquatics Stewardship Fund III* A Fork in the Road-A Fund Joey & Dewitt Astin Stewardship Fund Central Coast Veterans Providing a Path to a Memorial Fund* Kinship Center Stewardship Cemetery Foundation Science Career Ausonio Family Fund Fund** Stewardship Fund Rudolph E. Futer Designated Dan Baldwin and Anne LandWatch Monterey County Visiting Nurses Association Fund Ylvisaker Fund Stewardship Fund and Hospice Stewardship John Gill ALS Patient Support Bareuther Family Foundation Sun Street Centers’ Anne C. Fund II Fund Peggy Downes Baskin Fund Leach Scholarship Fund Central Coast VNA and Rodney & Betty Guilfoil Fund for Women’s Reentry Legal Services for Seniors Hospice, Inc. Stewardship The Hudson Fund Lino and Teri Belli Family Fund Stewardship Fund Fund Ward D. and Mary T. Ingrim The Benjamin Family Friends of the Marina Library Central Coast Young Men’s Fund Foundation Stewardship Fund Christian Association Bob Jones Boy Scout Camping Marta L. Bennett Fund Meals on Wheels of the Stewardship Fund Fund Sarah and Robert Bouchier Salinas Valley Stewardship Youth Music Monterey The William Kiepura Fund Fund Fund Stewardship Fund* Jack and Patricia Kilmartin Howard Franklin Bowker Methodist Foundation of Company Funds Fund Numismatic Projects Pacific Grove Stewardship Businesses simplify their Sandy Loiacono Scholarship Endowment Fund Fund giving and receive tax Fund Bright Futures Fund Monterey County Pops advantages and customized John H. Marble Endowment The Brown Family Fund Stewardship Fund support to maximize their Fund Buccafurni-Lawrence Fund Operating Reserve community philanthropy. Jane P. McKay Endowment Buchalter/Adler Family Fund Stewardship Fund The Carmel Realty Foundation Fund for the Big Sur Land The Buffett Fund Park It! Stewardship Fund* Monterey County Weekly Trust Fellowship Program Josephine Bunn Fund Peace of Mind Dog Rescue Community Fund Jane P. McKay Endowment Weston Call Fund for Big Sur* Stewardship Fund Mission Ranches Fund Fund for Door to Hope Casa Amesti Garden and Pacific Grove Public Library Monterey Pacific Company Jane P. McKay Endowment House Fund Foundation Fund Fund* Fund for the Hartnell College Chappellet Youth, Arts, and Pacific Grove Public Library Nepenthe/Phoenix Corporation Foundation Counselors’ Ecology Fund Fund for the Future Fund Grants Program Chris’s Fund Museum Foundation of Pacific Taylor Farms Scholarship MBD Fund** Cormorant Fund Grove Stewardship Fund Fund* Joyce Morris Fund Scott Corwon Fund Rancho Cielo Youth Church Brothers-True Leaf Monterey County Symphony Cynthia Snorf Fund Stewardship Fund Farms Scholarship Fund Association Fund Andrew & Phyllis D’Arrigo Fund Monterey County Rape Crisis Designated Funds Margaret L. Musser Restricted D’Arrigo-Martin Fund Center Stewardship Fund Donors can support a Fund Stephen V. Davies Family Maury Richmond Scholarship designated agency or agencies Perry-Downer House Fund Fund* Stewardship Fund* over time with a permanent, Anne Thorpe Memorial Fund** Donald McEnry Davis Learning Opportunities protected stream of operating Maud Porter Work Rose Charitable Fund Endowment Fund for income. Garden Fund Eric and Ila Davis Fund Scottish Fiddlers of California Pauline and John Anderson Carl Young Memorial Earth Ila Davis Fund Shelter Outreach Plus Fund Science Endowment Fund Dekker Davidson Foundation Stewardship Fund William S. and Janice R. YWCA Endowment Fund Marcia F. DeVoe Fund Anderson Fund DeWitt Fund

Monterey Fireman’s Charitable Association Fund of the CFMC; Siembra Latinos Fund launch Catherine and Ray Costa, Raymond H. Costa Family Scholarship Fund of the CFMC; Big Sur Fire Relief check ceremony

25/26 Marti and Steve Diamond Colburn and Alana Jones Neidel Family Fund Ben and Mary Ann Whitten Charitable Foundation Fund Foundation Gilbert M. Neill Math Fund Fund Martin and Nancy Dodd Fund Leslie B. Kadis, MD & Ruth Neumeier Taylor Foundation Wiegand Family Foundation Helen R. Doe Fund McClendon Foundation Fund Fund* Willemsen Family Fund Doolittle Fund Kadushin Robinson Fund Nonella Family Fund Bill and Kathi Wojtkowski Fund Jean and Jim Duff Fund F.B. and B.H. Keith Fund Don Nucci Fund for the Salinas Wold Family Foundation Eimer/Cartwright Fund Karen M. and Brendan P. Kelly Valley Martin R. Wolf Family Fund Howard and Karin Evans Fund Fund F. Robert Nunes Family Fund Marsha McMahan Zelus Fund Davis Factor, Jr. and Christine B. Steven D. Kesselring and Jean Oak Hill Charitable Fund Zeve Fund Factor Fund M. Forrest Fund Mike and Mary Orradre Fund Field of Interest Funds Farrell/Allen Carmel Rotary Fund Jack and Patricia Kilmartin Fund Overett Family Fund Donors specify a charitable Farrell/Allen/LaSalle Carmel Kobrinsky Evans Family Fund Pagnillo Family Fund area of interest and the CFMC Rotary Fund The Kohn Family Theatre and Nicholas M. Pasculli Fund awards grants to local nonprofit Doris Parker Fee Fund Arts Fund Reed Family Fund* organizations. Doris Parker Fee Fund #2 Phyllis Geer Krystal Fund Reese Family Fund Ruth L. and Wilbur K. Amonette Ted Fehring Family/Carmel Host Barbara Paul and Tom LaFaille California Rodeo Salinas Fund* Fund Lions Club Fund Fund John and Anette Romans The Todd Lueders Fund for the Ted Fehring Family/Carmel Host The Landreth Family Fund Family Fund** Arts Lions Club Fund #2 James and Susan Lansbury Rotary Club of Monterey, Paul Block, Jr. Fund Jose F. Fernandez Fund Fund Cannery Row Fund Patricia J. Boles Fund Monterey Firemen’s Charitable Jefferson and Frances Larkey The Fred Rowden Memorial Maureen Bradford Fund Association Fund Memorial Fund Fund Stephen and Madeleine Conran Lori and Lou Flagg Memorial Lee-Alexander Family Fund RSH Fund Fund Youth Fund Lehman Family Fund Salinas Rodeo Rotary Club Fund The John & Mary Dawson Fuhs Family Foundation Fund Phyllis and Herbert Lister Fund Salinas Rotary Club Fund Learning Fund Fuqua Family Foundation Fund Live and GIve Fund ** Fund for the Salinas Valley Thomas Doud, Sr. and Anita M. Tom and Mary Kay Gallagher Valera Whitford Lyles Fund The James M. Shade Memorial Doud Fund I Fund MacGowan Pathwanderer Fund Fund Ken and Gundy DuVall Fund Gerosin Fund John and Kristina Magill Fund Will and Mary Shaw Fund Fund for the Environment Global Student Leadership Mahoney/Peterson Family Fund Shelley Family Fund Fred Farr Environmental Fund* The Marcus Family Fund Ramsey Shirk Fund Stewardship Fund Gloria Fund The Marcus Family Fund #2 Richard and Cindy Zoller Cyrus F. Fitton Fund Trinidad and Lupe Gomez Cambrel B. Marshall Fund Silver Family Legacy Fund* Jean P. Fitton Fund Family Fund Cappy Martin/Vernon Hurd Matthew Simis and Michael Rudy E. Futer Fund for Human Jessica Govea-Thorbourne Monterey Rotary Club Fund Gray Fund & Humane Needs Memorial Fund McHenry Family Fund* Laura Sinks Fund Good Neighbor Basic Human Tom Grainger Memorial Fund Kim and Steve McIntyre Fund* Andy and Steffanie Smith Fund Needs Fund Harlan and Barbara Hall Fund McMahan Family Fund Kendall and Kathryn Smith Gumm Fund for the Performing Dr. Adriana Hayward Fund Catherine L. and Robert O. Family Fund Arts The Peter and Jackie Henning McMahan Fund The Snorf Fund Elmer Mills Harris Fund Fund Marjorie McNeely Fund for the Steck Family Fund Douglas Madsen Fund for HIV/ Joseph and Elizabeth Heston Blind or Illiterate Salinas Steinbeck Rotary Club AIDS Housing in Monterey Family Foundation Richard and Grace Merrill Fund Fund County Hicks Fund for the Arts Lenore and Dale Meyer Fund Robert and Leslie Taylor Fund The Fund for Homeless Women The Ann Mayer Hiller Memorial Malcolm and Joanne Millard Gary and Emma Taylor Fund The Fund for Homeless Women Fund Fund The Fred Terman and Nan Non-Endowed Fund Elmer G. and William G. James I. and Barbara S. Miller Borreson Fund Terry Layne Fund for Beach Hitchcock Fund Charitable Fund Peter and Anne Thorp Fund Protection Mary and Peter Hobley Clint and Karen Miller Charitable Jim and Linda Tunney Fund* Kathleen and Howard Marks Memorial Fund Fund** Tyler Visiting Fellowship in Fund Hodges Family Fund Mills Family Fund Residence Fund The McKay Fund Jeanne Smith-Holmquist Fund Tim and Cindy Minor Charitable William H. and Susanne S. Tyler MPUSD Fund for the Arts Chip Hooper Foundation Giving Fund Pathway Fund Leslie Mulford Fund* David G. Huey and Carla S. William and Patricia Monahan Dr. James Valentine Fund Engracia Irene Murray Field of Hudson Family Fund* Fund Vallentin Fund Interest Fund Hughes-Rivera Family Fund* Monterey Peninsula Sunrise Vanderbilt Charitable Fund* Margaret L. Musser Field of Huth Family Fund Rotary Club Fund The Jackie and Mark Wendland Interest Fund Janzen Family Fund Anthony and Lary Lynn Muller Fund Andrew D. and Marjorie S. Birt and Kathleen Johnson, Jr. Fund Maija, Eva and Cody West Orrick Fund Fund Joan Ann Nattress - Movement, Family Fund* Out Reach - A Fund for LGBT Exercise, Longevity Fund* Life in Monterey County

Jay and Kip Hudson; College Futures Scholarship recipient and donor reception June P. Sheppard Fund for the flexibility and personalized The Elkhorn Slough Steven Paul Schmidt Performing Arts philanthropic services. Foundation’s James Rote & Scholarship Fund* Siembra Latinos Fund College Futures Foundation Les Strnad Scholarship Fund Alan and Rita Shugart Frank Pye Smith M.D. Medical Fund David L. Ferguson Scholarship Scholarship Fund Facilities Fund The Joel and Dena Gambord Fund Joseph and Betty Spradling Robert and Virginia Stanton Charitable Foundation Matthew Paul Finnigan Scholarship Fund Endowment Fund The Morse Foundation Memorial Scholarship Fund Robert Stanton Award Fund Irving R. and Helen G. Stuart Scholarship Fund Joel and Dena Gambord Wilbur H. and Maxine D. Fund The Morse Foundation Nursing Scholarship Stevens Scholarship Fund The James M. and Marjorie E. Stewardship Fund Girls’ Health in Girls’ Hands The Nan Borreson and Fred Sturgeon Fund The David and Lucile Packard Scholarship Fund Terman Scholarship Fund* Shirley I. Thackara Fund Foundation Fund The Allen S. Griffin Fund Hugo and Dolores Tottino Family Evelyn and Spencer Thompson S.T.A.R. Foundation of Monterey Geraldyn R. Griffith Memorial Scholarship Fund Fund to Help Feed the County Stewardship Fund Scholarship Fund Jack Van Zander Cal Alumni Hungry Robert and Florence Slinger Whitney Elisabeth Grummon Memorial Scholarship Fund Dr. George & Sam Kih Fund Memorial Scholarship Fund* Charles Joseph Watts Thorngate Family Fund The Alexander F. Victor R. J. Harper Memorial Scholarship Fund Tri-Counties Blood Bank Fund Foundation Scholarship Fund* Shelley Watts Scholarship Fund Anita Tarr Turk Fund for Breast Scholarship & Award Funds Jess Harrison Family Horace H. Wilson Scholarship Cancer Research Donors invest in the future of Scholarship Fund Fund Women’s Fund Endowment local students. Hausdorf Family Scholarship Special Purpose Funds Youth Fund Monica Abbott Scholarship Fund Fund These funds are established for General Endowment Funds AIA Monterey Bay Concepts Scholarship Fund for specific projects or initiatives These funds provide Competition Fund Homeless Women* with a limited time frame. philanthropic resources for American Culinary Federation Bonnie Hutcheon Scholarship Alert Monterey County Fund CFMC community grantmaking. Monterey Bay Chapter, Marc Fund Big Sur Relief Fund Fund for the 21st Century H. Vedrines Scholarship Fund* Ipson-Tully Cal Memorial Community Leadership Project Kathleen and Austin Barrows Dr. William D. Barr Scholarship Scholarship Fund Center for Nonprofit Excellence Fund Fund for Excellence in Elke Junger Sharing for the Girls Health Initiative Wendy (Millard) Benjamin Fund Educational Leadership Future Scholarship Fund The James Irvine Foundation Cislini Fund #2 Dr. Roger and Kate Bartels Kier Memorial Scholarship Fund Salinas Leadership Fund* Mary Jane Drummond Fund Memorial Scholarship Fund George V. Kriste Scholarship King City Recreation Lewis and Gloria Fenton Fund The Bissell Fund Fund Commission Forden Park Marilyn & Philo Holland Fund James Bliss & Annette Howard and Gretchen Leach Playground Fund Lauralie and J. Irvine Fund Sward Forestry & Nursing Scholarship Fund Monterey County Development George P. and Betty Kendall Scholarship Fund Rotary Club of Monterey Professionals Fund Memorial Fund Margaret and Seba Bronson Martin/Hurd Scholarship Fund Monterey County Gives!* Leo Lanini Fund Scholarship Fund Men’s Golf Association (MGA) Pathways to Safety The Barbara and Joseph Lee Carol C. W. Butterfield Bacon at Quail Lodge Scholarship Fund Scholarship Fund Fund* The John and Nancy Love Fund The Larry Horan-Jim Langley John S. Myszak Scholarship for The number of donors has John R. Marron Fund Cal Alumni Memorial Future Teachers** General Endowment Fund of Scholarship Fund Robert Hattori Nakamura grown and there are now the Community Foundation California Polytechnic State Memorial Scholarship Fund too many to list in print! General Endowment-NGP University Agriculture Anthony Nicholas Narigi Please find the list at Grants Business Department Memorial Baseball www.cfmco.org/Donors. General Endowment - Endowment Fund Scholarship Fund We thank you for your Opportunity Fund Carmel High School Class of Libby Olver Scholarship Fund partnership. Paul Edward and Gay Delores 1952 Fund Dr. Gladys M. Olvis Scholarship Rochester Fund Carmel Valley Women’s Club Fund The Donna Roop Endowment Foundation Scholarship Kristopher Pallastrini Fund Fund Fund* Richard Scott Reynolds Science The Scott Fund CHISPA Scholarship Fund and Technology Education Renita K. Seibel Fund** Bill Clapper Memorial Music Scholarship Fund Clyn & Pamela Smith Fund Scholarship Fund San Ardo Foundation for Evelyn Torras Fund College Futures Monterey Education CFMC Trustees Fund County Fund Theodore R. Sarbin Research Private Foundation Funds Raymond H. Costa Family and Scholarship Award Fund These funds offer a customized Scholarship Fund The Harles R. Sarment College blend of administrative support Drezner Family Scholarship Endowment plus tax advantages, increased Fund *New Fund Created in 2018 ** New fund created in 2019 l to r: Ted and Velma Balestreri congratulate Leon and Sylvia Panetta at the Celebration of Philanthropy; Carmel Woman’s Club members support the Women’s Fund Luncheon

27/28

learn more CELEBRATING www.cfmco.org/Panettas PHILANTHROPY 2018 DISTINGUISHED TRUSTEE AWARD SECRETARY LEON & SYLVIA PANETTA Celebrating philanthropy is an important part nonprofit study center to inspire men and of the Community Foundation’s mission, women to lives of public service. The Institute is “To inspire philanthropy and be a catalyst committed to growing leadership and creating for strengthening communities throughout opportunities for education and debate. Through Monterey County.” One of the best ways to the Panetta Institute, Sylvia Panetta was key do that is to shine a light on people who are in launching the Monterey County Reads making a difference in our region. The CFMC’s Consortium. Long-time friend Mary Orradre Celebration of Philanthropy does just that, noted, “Sylvia and Leon give new meaning to thanking those who support and partner with the phrase, ‘Giving Back.’” the CFMC to invest in healthy, safe, vibrant communities. Secretary Panetta has had a 50-year career in public service at the highest levels of The Distinguished Trustee Award, presented government including serving as congressman annually, honors those who have demonstrated representing the California Central Coast for philanthropic leadership in Monterey County. 16 years, White House Chief of Staff, Director Secretary Leon Panetta and Sylvia Panetta, the of the CIA and the 23rd Secretary of Defense. 2018 recipients, exemplify the qualities the award One of his proudest accomplishments is the celebrates. Though they have been active on establishment of the Monterey Bay National the national and international stage, the Panettas Marine Sanctuary. never lost their sense of place and commitment to Monterey County. Sylvia Panetta directed five Congressional district offices during Leon’s service in the U.S. “They are champions of civic engagement, and House of Representatives and managed his re- outstanding supporters of nonprofits advancing election campaigns. She has served as Chair of literacy, healthcare, public education and youth the Board of Directors and CEO of the Panetta development,” noted Ken Petersen, CFMC Institute and as a board member for several 2018 Board Chair. “Their decades of leadership nonprofit organizations, including the CFMC. have inspired and encouraged others and their commitment to excellence has served as a As award recipients, the Panettas designated model for other organizations.” a $10,000 grant from the CFMC to the Panetta Institute for Public Policy. To read more and In 1997, the Panettas co-founded The Panetta see the full list of Distinguished Trustee Award Institute for Public Policy, a nonpartisan, Recipients, visit www.cfmco.org/Panettas.

We were deeply honored to receive the Distinguished Trustee Award because the work of the Community Foundation and the Panetta Institute is dedicated to the same goal – making the American Dream real for all people.

– LEON AND SYLVIA PANETTA

 CFMC’s Celebration of Philanthropy. Clockwise from left: Rick and Martha Kennifer, Giff and Pam Lehman; Rob Pappani, Franke Hespe, Woody Kelly, Jackie Guzman Kruger, Birt Johnson, Jr.; Tonya Antle, Diane Danvers Simmons, Jeri Gattis; Tina del Piero, Sherrie McCullough, Bill Doolittle; Ken Petersen, Leon and Sylvia Panetta (and Bubba), Dan Baldwin 29/30 “ By including our children and getting their families involved now, we’re confident we are passing on a legacy of giving. It gives us great joy and satisfaction to know they will carry it forward to future generations.”

- JOHN AND ANN MAHONEY (right, with Dan Baldwin) learn more CREATING www.cfmco.org/Legacy

A planned gift is one of the most meaningful and personal A LEGACY ways to give. With thoughtful estate planning now, you can rest assured your philanthropy will communicate your values and make a difference into the future. We are LEGACY SOCIETY thankful to those who have made this important decision.

Anonymous (8) Crawford E. and Linda P. Foy Janette Loomis Kenneth C. Schley Mrs. Wilber K. Amonette* Susie and Charly Franklin Todd Lueders Steven Paul Schmidt Tonya and Rick* Antle Joan M. Franz Valera W. Lyles Maria Salazar Segovia Yvonne A. Ascher and Joel S. and Dena Gambord Tom and Kathy Macdonald Carol Shade* Leonard Laub James and Jeri Gattis John and Ann Mahoney JeriAnn Shapiro* Tony Ayres Donald* and Frances Gaver Jan and Tannie* Mandel Connie Shelstad Daniel R. Baldwin and Anne Lupe Gomez* Roger and Carolann Manley Robert B. Sheppard* Ylvisaker Rodney Guilfoil* Michael and Tobi Marcus Janet L. Shing Robert P. Balles Terry Haber* Joseph A. and Sheila Mark Sidney Sue Slade Nancy L. Bartell Ruth Hartmann Dr. William McAfee Madison Smith* Lisa Bennett and Peter C. Hatton Jan McAlister Pamela D. Smith* Robin White Virginia O. Hawes Sherrie McCullough Charles and Leslie Snorf John B. Bergin* Holly and Jeff Haynes Terry A. McHenry and George Somero and Paul P. Bianchi Dick Hawkinson* Joan Smith McHenry Amy Anderson Nancy Bletzer Thomas Hawley Thomas D. Melville David and Joyce Blevins and Peter and Lenore Meyer* Maryanne Spradling Katherine M. Coopman Jacqueline Henning Malcolm* and Jean Stallings James W. Bogart Joseph and Elizabeth Heston Joanne Millard Loren Steck and Thomas Bohnen Carol and Don Hilburn Patricia Monahan Annette Yee Steck Jay and Ann Brown Richard Hobley and Sidney Morris Judy Sulsona and Julie A. Cason and Deborah Steel Leslie Mulford Bill Rawson Lisa K. Crawley Jeffrey and Amanda Holder Lary and Tony Muller Tom Sweeney Joseph* and Betty Chaffers Jeanne S. Holmquist Alec and Kim Murdock Robert and Leslie Taylor Mishka Chudilowsky and Tom Hopkins David M. Nee Fredrick W. Terman and Henry Azama Robert and Millie House Vicki Nelson Nan Borreson Mary J. Clapper Chris and Toula Hubbard Diane R. Nonella Shirley Thackara* Arthur Connell* Kip and Jay Hudson F. Robert Nunes Michael and Julie Conrad Vince Huth Alfred P. Oliverio Cindy Lee Thatcher Leland* and Gloria Dake Jack Jewett Charles Olvis and Brian Thayer Robert N. Danziger and Craig and Christine Johnson Miranda Morris Peter and Anne* Thorp Martha Drexler Lynn Joanne Taylor Johnson Mike and Mary Orradre Vincent* and Evelyn* Torras Margaret D’Arrigo-Martin Mark and Susan Johnson Nicholas M. and William H. Tyler, III and Larry Davidson and Colburn and Alana Jones Nicollette Pasculli Susanne S. Tyler Beverly Dekker-Davidson Joanne K. Juarez Ken Petersen Patricia Tynan-Chapman Wallace F. and Lucille Davis* Deborah Juran John Phillips and William Umeki* Christine Dawson Karen D. Kadushin June Dunbar Phillips James R. Valentine Steve and Sona Dennis Mary Ann Kane Gregory A. and Robin Venuti and Martin Dodd* Rick and Martha Kennifer Winoma Plaskett Joseph Rock Meg Donat Capt. Steven D. Kesserling Rex* and Joan Reade Arlene Wall William and Nancy Doolittle and Jean M. Forrest Donna Hart Reid Jacqueline Wendland Julie Drezner Alice V. Kinsler Michael Reid and Benjamin and Stephen Eimer and Paul Lawrence* and Bill Robnett Mary Ann Whitten Kevin Ann Cartwright Marian Buccafurni Paul Rochester* Nels and Jill Wiegand Frances H. Elgan* Douglas C. Lee Lee and Shirley Rosen Martin R. Wolf Bertie Bialek Elliott Laurel Lee-Alexander Jean Rudolph*, Kenneth and Mary Wright Norma Esselstyn Jennifer Levey The Lauralie Irvine Richard Zahm* Lowel l. Figen* David S. and Norma Lewis Foundation Cyrus and Jean Fitton* Esther H. Lindsey James C. Sanders Anne R. Fitzpatrick Robert H. Lindsey John C. Sanders*

WAYS TO BECOME A LEGACY SOCIETY MEMBER • Bequest (through your will or trust) • Charitable Remainder Trust (CRT) • Charitable Gift Annuity (CGA) • Designate the CFMC as beneficiary of a retirement plan or IRA account • Gift of life insurance • Create an endowed fund (or contribute $25,000 or more to an endowed fund)

If you have included the CFMC in your estate plan, please contact us so we may recognize your generosity. Legacy Society members may also choose to remain anonymous. We would be honored to assist you in your legacy planning. Please contact Christine Dawson or Dan Baldwin at 831.375.9712 to learn more.

 Legacy Society Luncheon. Clockwise from top: Legacy Society members and supporters; John and Ann Mahoney, Dan Baldwin; Ken Petersen; Linda and Jim Tunney, Michael Reid, Leslie and Dr. Charles Snorf 31/32 FINANCIALS QUICK COMMUNITY FOUNDATION FOR MONTEREY COUNTY CONDENSED STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS FOR THE YEAR ENDED FACTS DECEMBER 31, 2018

Additions Gifts Contributions* 17,290,908 Other income 486,068 $22.5 million Total revenues and support 17,776,976 Investment loss (12,105,328) Grants Grants and expenses Grants* 17,457,045 Other operating expenses 3,663,592 $18.7 million Total grants and expenses 21,120,637 Decrease in net assets (15,448,989)

Net assets 38 Beginning of year 213,820,247 New Funds Opened

End of Year $198,371,258

*net of contributions received and grants disbursed on behalf of nonprofit agency and stewardship funds $247 million in assets CONDENSED STATEMENT OF FINANCIAL POSITION AS OF DECEMBER 31, 2018 Assets Cash and equivalents 13,311,928 Contributions receivable 2,356,063 Top 100 Other assets 29,040 Community Foundations in the Property and equipment, net 23,144,247 U.S. (asset size) Investments, carried at market value: Columbus Survey 2017 Mutual funds and equities 162,751,406 Cash and money market funds 13,982,668 Charitable gift annuities 3,449,120 Beneficial interest in remainder trusts administered by other trustees 2,770,159 Investments held in charitable remainder trusts 25,907,734

Total assets 247,702,365

Liabilities and net assets Grants payable 1,608,322 Accounts payable and accrued expenses 136,768 Confirmed in compliance with National Liabilities under split-interest agreements Standards for U.S. Community Foundations. and charitable remainder trusts 20,117,540 Funds held for others 27,468,477 The condensed financial information was Total liabilities 49,331,107 prepared based upon audited financial statements prepared by Hutchinson and Total net assets $198,371,258 Bloodgood, LLP.

GRANTS The $18.7 million granted in 2018 is distributed in a wide variety of program areas throughout Monterey County and beyond. Following is a breakdown of grants by area, geography and type.

International & Foreign Affairs Religion 0.3% Grants by Program Area 1.7% Human Environment Services 7.3% Human Services 4,245,570 Animal Welfare 22.6% Education 4,149,499 7.4% Arts & Culture 3,310,469 Health (Individual & Public & Community Community) 2,281,449 Benefit 8.7% Public & Community Benefit 1,623,461 Animal Welfare 1,381,112 Environment 1,374,524 Religion-related 320,990 Health International & Foreign Affairs 60,040 12.2% Education 22.1% $18,747,114 Arts & Culture 17.7%

Outside Monterey Grants by Region County 16.5% Countywide 40.4% Countywide 7,581,359 South County 1% Monterey Peninsula 3,929,687 North County 2% Salinas/Salinas Valley 2,451,538 Big Sur 709,486 Multiple Areas 2.2% Multiple Areas 415,524 Big Sur 3.8% North County 376,579 South County 184,855 Outside Monterey County 3,098,086 Salinas/ Salinas Valley 13.1% $18,747,114

Monterey Peninsula 21% Grants by Type

Donor Advised $7,228,608 Monterey County Gives! Campaign $4,762,094 Community Impact and Field of Interest $2,982,804 Designated $1,743,241 Scholarships & Awards $1,336,389 Special Project $322,500 Opportunity $99,758 Affiliate Fund $76,500 Discretionary $72,700 Organizational Development $72,519 Neighborhood Grants $50,000

0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 8,000,000 33/34 LEADERSHIP

Standing (l to r) Nolan Kennedy, Jan Vanderbilt, Elsa Mendoza Jimenez, Ken Petersen, Abby Taylor-Silva, Bill Mitchell, Maija West, Michael Reid, Fred Meurer, Giff Lehman, Jeff Eikenberry, Loren Steck, Erica Padilla-Chavez, Bill Sharpe. Seated (l to r) Jose Luis Alvarado, Betsey Pearson, Birt Johnson, Jr., Teri Belli, Betsy Buchalter Adler, Ida Lopez Chan 2019 BOARD OF DIRECTORS

Birt Johnson, Jr. (Chair) Bill Mitchell Community Volunteer, former General Manager AT&T Managing Director, Carmel Realty Company Teri Belli (Vice Chair) Erica Padilla-Chavez Owner, tBelli Business Consulting & Advising CEO, Pajaro Valley Prevention and Student Assistance Jan Vanderbilt (Treasurer) Betsey Pearson Vanderbilt Certified Public Accountants Nonprofit Consultant, Retired President/CEO United Way Jeff Eikenberry (Secretary) Kenneth Petersen Retired Senior Vice President, Jackson Family Wines President, Monterey Private Wealth Betsy Buchalter Adler Michael Reid Trustee and Program Officer, Claire Giannini Fund Co-founder, Fund for Homeless Women Jose Luis Alvarado Bill Sharpe Dean of the College of Education, Cal State Monterey Bay Professor of Finance, Emeritus Stanford University’s Ida Lopez Chan Graduate School of Business Senior Vice President, Wells Fargo Bank Loren Steck Elsa Mendoza Jimenez Retired Psychologist Director of Health Services, Monterey County Health Abby Taylor-Silva Department Vice President of Policy & Communications, Nolan Kennedy Grower-Shipper Association of Central California Attorney at Law, Kennedy, Archer & Giffen Maija West Giff Lehman Law Office of Maija West Certified Financial Planner, Integris Wealth Management Fred Meurer Owner, Meurer Municipal Consulting We are especially thankful to: Steve McGowan, Anna Marie Ponce and Ken Wright for their years of board service which ended in 2018. learn more

www.cfmco.org/AboutUs

Standing (l to r) Dan Baldwin, Minnie Elliott, Susie Polnaszek, Erika Matadamas, Amanda Holder, Phillip Carey, Kaki Rusmore, Michael Castro, Cristina Medina Dirksen, Brian Thayer, Diane Nonella, Julie Conrad, Mackenzie Little, Sarah Elias Seated (l to r) Karina Gutierrez-Barboza, Christine Dawson, Laurel Lee-Alexander, Roya Afsharzada, Janet Shing

STAFF

Dan Baldwin Karina Gutierrez-Barboza President/CEO Grants and Programs Coordinator Christine Dawson Amanda Holder Vice President of Philanthropic Services Director of Communications Laurel Lee-Alexander Mackenzie Little Vice President of Grants and Programs Philanthropic Services Associate Diane Nonella Erika Matadamas Vice President of Finance and Human Resources Program Officer Roya Afsharzada Susie Polnaszek Controller Program Officer Phillip Carey Kaki Rusmore Accounting Manager Director of Center for Nonprofit Excellence Michael Castro Janet Shing Program and Scholarships Officer Director of Grantmaking Julie Conrad Brian Thayer Administrative Services Manager Senior Philanthropic Services Officer Cristina Medina Dirksen Communications Coordinator Sarah Elias Administrative Coordinator Minnie Elliott Philanthropic Services Coordinator

35/36 GRATITUDE 2018 COMMITTEES Executive Investment Professional Advisor Council Sarah Norberg Ken Petersen (Chair) Steve McGowan (Chair) Cris Cabanillas Traci Townsend-Gieg Birt Johnson, Jr. (Vice Chair) Teri Belli Greg Chilton Yuri Anderson Teri Belli (Treasurer) David Benjamin Gail Delorey Jeff Eikenberry (Secretary) Steve Dart Bruce Dunlap Southern Monterey County Betsy Buchalter Adler Bill Doolittle Nick Fantl Foundation Advisory Board Steve McGowan Craig Johnson Leslie Finnegan Robert Cullen (Chair) Nolan Kennedy Liza Horvath Linda Benway Audit Ken Petersen Micheal Jones Grace Borzini Steve McGowan (Chair) Bill Sharpe Rick Kennifer Paulette Bumbalough Teri Belli Loren Steck Kathy Kobata Michel Hardoy Ida Lopez Chan Kyle Krasa Jamie Jones Jeff Eikenberry Resource Development Anne Leach Peggy Keirn Ken Petersen Betsy Buchalter Adler (Chair) Gifford Lehman Mikel Ann Miller Erica Padilla-Chavez Stephen Pearson Community Impact Betsey Pearson Ken Petersen Siembra Latinos Fund Investment Ken Petersen James Stiles Advisory Board Nolan Kennedy (Chair) Michael Reid Blanca E. Zarazua, Esq. (Chair) Richard Aiello Maija West Real Estate Advisory Ida Lopez Chan (Vice Chair) Teri Belli Committee Jose Luis Alvarado Fred Meurer ADVISORY COMMITTEES: Dan Baldwin Chris Barrera Ken Petersen Community Impact Grants Greg Chilton Erica Padilla-Chávez William Tebbe Betsy Buchalter Adler (Chair) Jim Heisinger Anna Marie Ponce Ida Lopez Chan (Chair) Nolan Kennedy Frank Ramírez Endowment Stewardship Kim Bui-Burton Rick Kennifer Daniel Rodríguez Betsey Pearson (Chair) Paulette Bumbalough John Mahoney Raúl Rodríguez Ken Petersen Kathy Cain Bill Mitchell Betsy Buchalter Adler Meg Clovis Ken Petersen Women’s Leadership Greg Chilton Oscar Flores Advisory Council Sharon Gish Scholarship Committees Maija West (Chair) Finance Patricia Gomez Aimee Sanchez-Toral Tonya Antle Teri Belli (Chair) Trinidad Gomez Anthony Velasquez Sarah Bouchier Jeff Eikenberry Sandy Hale Betsy Buchalter Adler Kevin Cartwright Fred Meurer Birt Johnson, Jr. Birt Johnson, Jr. Margaret D’Arrigo-Martin Ken Petersen Bill Mitchell Claudia Melendez Susan Galvin Jan Vanderbilt Betsey Pearson Danielle Kuska Jeri Gattis Ken Wright Bill Sharpe Diana Valle Krista Hanni Loren Steck Diane Danvers Simmons Stephanie Harkness Governance Mark Verbonich Eric Barajas Felicia Perez Kausin Steve McGowan (Chair) Ken Wright Esther Figueroa Kate Daniels Kurz Birt Johnson, Jr. Esther Rodriguez Konny Murray Fred Meurer Northern Monterey County Felica Perez Kausin Kim Negri Ken Petersen Foundation Advisory Board Ida Lopez Chan Judie Profeta Maija West Don Chapin (Chair) Ignacio Aguilera Diane Danvers Simmons Ken Wright Nancy Ausonio Jackie Wendland Jeannie Tanimura Leslie Austin Judy Silverstein Traci Townsend-Gieg Grants and Programs Ricky Cabrera Julie Drezner Birt Johnson, Jr. (Chair) Lou Calcagno Kim Negri Robert and Virginia Stanton Ida Lopez Chan Jesus Corona Laurencia Walker Endowment Committee Bill Mitchell Anne Herendeen Maddy Guzman Ramona Smith (Chair) Ken Petersen Karen Miller Margaret D’Arrigo-Martin Iathan Annand (Vice-Chair) Abby Taylor-Silva Susan Osorio Mark Peterson Stephen Dart Ken Wright Joe Pezzini Nina Alcaraz Kip Hudson John Phillips Rita Shugart J. Breck Tostevin Rob Drezner Mary Wright IN MEMORIAM 2018

Legacy Society Members: Rick Antle, Donald Gaver, Rex Reade, James Sanders, Carol Shade Donor Advisors: Charles Page, Mary Morse Shaw Friends of the Foundation: Barbara Bucquet, Weston Call, Whitney Grummon, Ruby Harrison, Arthur Haseltine, George Walker

(l to r) Rick Antle, Donald Gaver, Carol Shade, Whitney Grummon, Rex Reade, Mary Morse Shaw, Weston Call THANK YOU! Our accomplishments are only made possible through your support.

-DAN BALDWIN, PRESIDENT/CEO ENHANCE YOUR PHILANTHROPY START A FUND - It’s simple

Individuals, families and businesses can make a difference and enhance their philanthropy through a fund at the Community Foundation for Monterey County in three simple steps. 1. CREATE 2. CHOOSE 3. GIVE Our team works with you to You choose the assets to make Recommend grants from the create a fund that reflects your a gift to create the fund. Cash, fund. We can help you make charitable vision. Establish the publicly traded securities, a difference on issues and fund in your name, your family’s closely held stocks, real estate causes that matter to you most or company’s name, in honor or tangible personal properties in Monterey County or of a loved one, or have it be are often used. You can also anywhere in the world. anonymous. direct a gift from your will or trust to create or add to a fund. A fund performs much like your own private foundation, but without the legal or administrative burdens. It can be created in a day with a gift of $5,000 or more and at no start-up cost to you, compared to the time and financial expense required to create a private foundation. The CFMC can also assist with philanthropic planning, including life income gifts, to help you leave a charitable legacy.

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www.cfmco.org/Donors

Monterey Office 2354 Garden Road, Monterey, CA 93940 | 831.375.9712 | Fax 831.375.4731 Salinas Office 945 S. Main St., Suite 207, Salinas, CA 93901 | 831.754.5880 | Fax 831.754.5876 [email protected]