A N N U a L R E P O R T F O R 2 0 0 4 T H E J a M E S I R V I N E F O U N D a T I O N E X P a N D I N G O P P O R T U N I T

THE JAMES IRVINE FOUNDATION ANNUAL REPORT FOR 2004

THE JAMES IRVINE FOUNDATION ANNUAL REPORT 2004

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LOS ANGELES, CALIFORNIA 90017 213.236.0552 EXPANDING OPPORTUNITY FOR

WWW.IRVINE.ORG THE PEOPLE OF CALIFORNIA

RR2_JAM_Cov_Mech_07.07.indd2_JAM_Cov_Mech_07.07.indd 1 77/30/05/30/05 44:52:45:52:45 AMAM ABOUT JAMES IRVINE REFERENCES: DID YOU KNOW?

native Californian, James Irvine devoted most of PAGES 19-20 PAGE 29 California Arts Council, 2004 Economic The College Board: 2000 College-Bound Seniors: A Proﬁ le his life to his business interests in San Francisco A Impact Study: The Arts: A Competitive Advantage for of SAT Program Test Takers (1987-1998) and the development of his 110,000-acre ranch in Orange California II (April 2004) PAGE 30 (LEFT)

County, which he inherited from his father in 1886. PAGE 21 RAND Corporation: California’s K-12 Public Schools: Mr. Irvine believed that signifi cant community responsibility TABLE OF CONTENTS Humphrey Institute of Public Affairs, Project How Are They Doing? (2005) on Regional and Industrial Economics: The Artistic came with his ownership of the ranch, and his philanthropic PAGE 30 (RIGHT) From the President and Dividend Revisited (March 2004) United Way: A Tale of Two Cities: Bridging the Gap Between activities culminated with the formation in 1937 of The Chief Executive Offi cer 2 PAGE 23 (LEFT) Promise and Peril (2003) James Irvine Foundation. He directed that Foundation grants Ramakrishnan, S. Karthick, Democracy in Immigrant Investing in Youth 4 PAGE 31 America: Changing Demographics and Political Participation promote the general welfare of the people of California, League of California Community Foundations Advancing the Arts 8 (Stanford, CA: Stanford University Press, 2005) and by the time of his death in 1947, the Foundation had Building a Better California 12 PAGE 32 PAGE 23 (RIGHT) begun to make grants to educational and cultural institutions National Center for Family Philanthropy: 2004 Grants 16 Public Policy Institute of California: What California Donors Want: In Their Own Voices (2004) and other nonprofi t organizations. Since its founding in “Just the Facts: Latino Voters in California” Grantseeker Guidelines 17 1937, the Foundation has made grants totaling more than (October 2004) PAGE 33 From the Chief Investment Offi cer USC Center on Philanthropy and Public Policy: $850 million for the people of California. PAGE 24 (LEFT) and Treasurer 38 An Atlas of Foundation Philanthropy in California (1999) Public Policy Institute of California: “Special Independent Auditors’ Report 40 Statewide Survey: Californians and the Future” PAGE 34 ABOUT THE COVER (August 2004) California Arts Council, 2004 Economic Financial Statements 41 Impact Study: The Arts: A Competitive Advantage for atia Vang is a second-generation Californian of Hmong PAGE 24 (RIGHT) Board of Directors and Staff 48 California II (April 2004) descent and a nursing student at California State Public Policy Institute of California: K References 49 “Just the Facts: The Age Gap in California Politics” PAGE 35 University, Fresno. Ms. Vang is also a volunteer at Stone Soup (October 2004) Public Policy Institute of California: “Just the Facts: Fresno, a community center that serves the large and growing California’s Central Valley” (November 2004) PAGE 26 (LEFT)

Southeast Asian refugee population in the San Joaquin Valley. U.S. Census Bureau, American Community Survey PAGE 36 She is pictured in traditional Hmong costume, standing Profi le 2003 Stanford University, Center for Comparative Studies in Race and Ethnicity: Race and Ethnicity in California: PAGE 26 (RIGHT) before a tapestry that depicts the story of the Hmong fl eeing Demographics Report Series – No. 14 (June 2003) Harvard University, The Civil Rights Project: their native country of Laos following the Vietnam War. “Confronting the Graduation Rate Crisis in PAGE 37 In 2004, with a grant from Irvine, Stone Soup Fresno California” (March 2005) United Way: A Tale of Two Cities: Bridging the Gap Between Promise and Peril (2003) developed Project Common Thread, a program designed PAGE 27 to preserve and promote the cultural arts of the Hmong Community College League of California: California Community College Pocket Profi le (2004) and foster cross-cultural awareness in the San Joaquin Valley. PAGE 28 (LEFT) As part of Project Common Thread, Ms. Vang helped to Harvard University, The Civil Rights Project: establish a Hmong girls choir, which has been well received “Confronting the Graduation Rate Crisis in in the community, and she continues to teach traditional songs California” (March 2005) that capture the history and culture of the Hmong people. PAGE 28 (RIGHT) California Community Colleges Chancellor’s Offi ce (2005) DESIGN: PENTAGRAM PRINCIPAL PHOTOGRAPHY: JOHN BLAUSTEIN PHOTO ON PAGE 9: MICHAEL J. ELDERMAN PRINTER: LITHOGRAPHIX 9: MICHAEL J. ON PAGE PHOTO JOHN BLAUSTEIN PHOTOGRAPHY: PRINCIPAL PENTAGRAM DESIGN:

RR2_JAM_Cov_Mech_07.07.indd2_JAM_Cov_Mech_07.07.indd 2 77/30/05/30/05 44:52:48:52:48 AMAM THE JAMES IRVINE FOUNDATION

The mission of The James Irvine Foundation is to

expand opportunity for the people of California to ADVANCEparticipate in a vibrant, successful, and inclusive society. In pursuit of this mission, the Foundation is

guided by the following goals: advance the educational and economicENGAGE prospects of low-income Californians to create and share in the state’s pros-

perity; engage a broad cross section of Californians ENHANCEin the civic and cultural life of their communities and the state; enhance mutual understanding and

communication among diverse racial, ethnic, and socioeconomicENRICH groups; and enrich the state’s intellectual and creative environment.

RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 1 77/30/05/30/05 4:59:534:59:53 AMAM FROM THE PRESIDENT AND CHIEF EXECUTIVE OFFICER

J ames Irvine’s mandate in creating the Foundation carries as much In the pages that follow, we resonance today as it did in 1937. What emerges from reading his Indenture outline the core purpose for each of of Trust, which provides the governing direction for the Foundation, is that our programs. Along with those state- he cared about improving people’s lives, especially those who faced diffi cult ments of purpose, we profi le some of prospects. He also had great affection for California, which provided the the people and organizations we are land upon which he created his wealth. People and place were important privileged to support, and highlight concepts for our founder and remain at the center of how this Foundation a sampling of the places in California approaches its work today. where we do our work. Our goal in The refocused mission that emerged from our recent strategic planning this year’s report is to provide readers work — to expand opportunity for the people of California to participate in with a clear and tangible picture of how our institution positions itself to carry a vibrant, successful, and inclusive society — fl ows directly from our founder’s out James Irvine’s vision in view of our long history, our enduring values, and wishes. Our three core grantmaking our fi nite resources. “Our goal in this year’s report is programs — Arts, California For The James Irvine Foundation, 2004 established the platform for the to provide readers with a clear Perspectives, and Youth — bring this future. We will build upon this platform in the years ahead in ways that honor and tangible picture of how our mission to life in an integrated the rich legacy of those who preceded us, that demonstrate our understanding institution positions itself to carry way that builds upon Irvine’s unique of an ever-shifting external environment in California, and that refl ect the values out James Irvine’s vision in view history and competencies as a and principles that led James Irvine to create this philanthropic enterprise. of our long history, our enduring statewide funder. Sincerely, values, and our fi nite resources.” In 2004, we completed the fi rst full year of grantmaking refl ecting our new directions, and to demonstrate an ongoing commitment to our founder’s core James E. Canales principles, this annual report focuses on three P’s: purpose, people, and place. President and Chief Executive Offi cer July 2005

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 2-32-3 77/30/05/30/05 55:01:28:01:28 AMAM FROM THE PRESIDENT AND CHIEF EXECUTIVE OFFICER

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 2-32-3 77/30/05/30/05 55:01:28:01:28 AMAM FOSTERING MULTIPLE PATHWAYS TO SUCCESS graduate on time from high school, and graduation rates are INVESTING IN YOUTH shockingly low for African American and Latino male students, at 60 percent and 57 percent, respectively. Our grantmaking A s young people reach the critical age when they are focuses on helping educational and training institutions transitioning from adolescence into young adulthood, they are all to adopt practices that will moti- too often left on their own to navigate these changes, with little vate students to learn by support and few options to pursue. Our Youth program rests on offering them multiple pathways the premise that all young people deserve access to a combination to success. The programs we of rigorous and relevant educational experiences to ensure their support embrace a wide range success in the workplace and as engaged citizens. of learning styles and connect To create such opportunities, the Foundation funds organiza- students, in a concrete and practi- tions working to increase the number of low-income youth in cal way, to the broader world of California who complete high school on time and attain a post- career and civic life. secondary credential by the While there is widespread recognition in California of the PURPOSE The Youth program seeks to age of 25. Our grants seek to importance of investing in early childhood, we want to ensure that increase the number of low-income youth in

California who complete high school on time increase student retention, our state does not ignore our adolescents and young adults.

and attain a postsecondary credential by the improve academic performance, All youth — regardless of background, life situation, or economic age of 25. By creating multiple pathways to and promote stronger and circumstance — deserve a legitimate and genuine opportunity to success, we hope to help more students to stay more authentic connections to succeed, and at The James Irvine Foundation, we are committed in school and connect with careers, community, community and citizenship. to the development of as many pathways as possible to ensure and citizenship. The urgency of the task that California’s young people thrive. before us is clear, and the implications of our failure to accomplish it are staggering. Only 71 percent of California’s students

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 4-54-5 77/30/05/30/05 55:01:31:01:31 AMAM FOSTERING MULTIPLE PATHWAYS TO SUCCESS graduate on time from high school, and graduation rates are INVESTING IN YOUTH shockingly low for African American and Latino male students, at 60 percent and 57 percent, respectively. Our grantmaking A s young people reach the critical age when they are focuses on helping educational and training institutions transitioning from adolescence into young adulthood, they are all to adopt practices that will moti- too often left on their own to navigate these changes, with little vate students to learn by support and few options to pursue. Our Youth program rests on offering them multiple pathways the premise that all young people deserve access to a combination to success. The programs we of rigorous and relevant educational experiences to ensure their support embrace a wide range success in the workplace and as engaged citizens. of learning styles and connect To create such opportunities, the Foundation funds organiza- students, in a concrete and practi- tions working to increase the number of low-income youth in cal way, to the broader world of California who complete high school on time and attain a post- career and civic life. secondary credential by the While there is widespread recognition in California of the PURPOSE The Youth program seeks to age of 25. Our grants seek to importance of investing in early childhood, we want to ensure that increase the number of low-income youth in

California who complete high school on time increase student retention, our state does not ignore our adolescents and young adults.

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 4-54-5 77/30/05/30/05 55:01:31:01:31 AMAM PLACE Southern California’s Riverside and

San Bernardino counties, also known as the Inland ALLIANCE FOR EDUCATION THE INLAND EMPIRE Empire, are among the fastest-growing counties in

the United States. The region is of special interest

to Irvine because of its disproportionately large

number of low-income residents and because the

dynamics of growth and demography are creating

signiﬁ cant pressures on the community, including

increasing demands on local schools. High school

completion rates are shockingly low in some

Inland Empire school districts, and the percentage

of young people who attend college falls below

state and national averages.

PEOPLE Mayra Montes has just completed

the 10th grade at San Gorgonio High School and

is a participant in the San Bernardino Alliance for

Education, a partnership of business, education,

and government leaders designed to raise the aca-

demic and workplace literacy of San Bernardino

County residents. In 2004, the Alliance received

a grant from The Community Foundation Serv-

ing Riverside and San Bernardino Counties, with

funds provided by Irvine, to assist low-income

students in making successful transitions from high

school to postsecondary education. Ms. Montes

plans to become a pediatric nurse.

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 6-76-7 77/30/05/30/05 55:01:41:01:41 AMAM PLACE Southern California’s Riverside and

San Bernardino counties, also known as the Inland ALLIANCE FOR EDUCATION THE INLAND EMPIRE Empire, are among the fastest-growing counties in

the United States. The region is of special interest

to Irvine because of its disproportionately large

number of low-income residents and because the

dynamics of growth and demography are creating

signiﬁ cant pressures on the community, including

increasing demands on local schools. High school

completion rates are shockingly low in some

Inland Empire school districts, and the percentage

of young people who attend college falls below

state and national averages.

PEOPLE Mayra Montes has just completed

the 10th grade at San Gorgonio High School and

is a participant in the San Bernardino Alliance for

Education, a partnership of business, education,

and government leaders designed to raise the aca-

demic and workplace literacy of San Bernardino

County residents. In 2004, the Alliance received

a grant from The Community Foundation Serv-

ing Riverside and San Bernardino Counties, with

funds provided by Irvine, to assist low-income

students in making successful transitions from high

school to postsecondary education. Ms. Montes

plans to become a pediatric nurse.

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 6-76-7 77/30/05/30/05 55:01:41:01:41 AMAM ENHANCING CREATIVITY, BUILDING COMMUNITY to promote artistic creativity and innovation, and to ensure that ADVANCING THE ARTS the state’s leading arts institutions continue to pursue risk-taking and innovation as they embrace C alifornians beneﬁ t from the presence of a vibrant, rich, their important leadership role in and diverse artistic environment that has been built and sustained the arts locally, nationally, and over time through the persistence and dedication of many. even internationally. As a statewide funder of the arts since our inception in 1937, the Our grantmaking supports Foundation recognizes the importance of the arts as a means to activities as broad and diverse build community and enhance educational achievement. Just as as: support for individual artists important, we support the arts because they hold the potential to to create and present their art; demonstrate the power of human creativity and expression, to funding for arts organizations to tap our deepest emotions, to expand our view of the world, and expand their reach to new audiences; and partnerships with key to expose us to the very best regional organizations, such as local community foundations, PURPOSE The goal of the Arts program is of human aspiration. to promote a rich artistic and cultural environment in diverse to promote a vibrant and inclusive artistic and

cultural environment in California. We support At a time when the arts face regions throughout California.

the arts because they hold the potential to a challenging funding environ- Our support for the arts ﬂ ows from a deep commitment to demonstrate the power of human creativity and ment and sadly are viewed by a vibrant and inclusive artistic and cultural environment in expression, to tap our deepest emotions, to some as discretionary or, worse California that taps the extraordinary diversity of our state, that expand our view of the world, and to expose us yet, expendable, Irvine has honors the pioneering spirit that has characterized the California to the very best of human aspiration. renewed its commitment, seek- arts scene, and that seeks to include all Californians in experi- ing to galvanize support for the inherent value of the arts. The goals encing the power and joy of the arts. of our Arts program are to enhance cross-cultural understanding,

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 8-98-9 77/30/05/30/05 55:01:47:01:47 AMAM ENHANCING CREATIVITY, BUILDING COMMUNITY to promote artistic creativity and innovation, and to ensure that ADVANCING THE ARTS the state’s leading arts institutions continue to pursue risk-taking and innovation as they embrace C alifornians beneﬁ t from the presence of a vibrant, rich, their important leadership role in and diverse artistic environment that has been built and sustained the arts locally, nationally, and over time through the persistence and dedication of many. even internationally. As a statewide funder of the arts since our inception in 1937, the Our grantmaking supports Foundation recognizes the importance of the arts as a means to activities as broad and diverse build community and enhance educational achievement. Just as as: support for individual artists important, we support the arts because they hold the potential to to create and present their art; demonstrate the power of human creativity and expression, to funding for arts organizations to tap our deepest emotions, to expand our view of the world, and expand their reach to new audiences; and partnerships with key to expose us to the very best regional organizations, such as local community foundations, PURPOSE The goal of the Arts program is of human aspiration. to promote a rich artistic and cultural environment in diverse to promote a vibrant and inclusive artistic and

cultural environment in California. We support At a time when the arts face regions throughout California.

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 8-98-9 77/30/05/30/05 55:01:47:01:47 AMAM PLACE San Diego is California’s second largest

city, with a population of more than 1.2 million. SAN DIEGO REPERTORY THEATRE SAN DIEGO One of its most popular attractions is Balboa Park,

the largest cultural complex west of the Missis-

sippi, encompassing more than 1,200 acres. More

than 85 cultural and recreational organizations are

located in Balboa Park. Casa del Prado Theater,

one of its most impressive structures, was built in

the early 1900s and is now used by a number of

community organizations, including San Diego

Junior Theater and San Diego Civic Youth Ballet.

Irvine grants in San Diego have included support

for arts and cultural institutions in Balboa Park.

PEOPLE Sam Woodhouse cofounded San

Diego Repertory Theatre with D.W. Jacobs in

1976, and serves as its Producing and Artistic

Director. He is also the founder of the Calaﬁ a

Initiative, a multidisciplinary program that creates

new works about the future of San Diego’s

binational identity. San Diego Rep received a

three-year grant in 2003 from Irvine to support

The First Decade Project – a partnership among

Latinos, African Americans, Asian Americans,

and immigrants from around the world – to

develop performance works about the changing

cultural landscape of 21st century America.

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 10-1110-11 77/30/05/30/05 55:01:49:01:49 AMAM PLACE San Diego is California’s second largest

city, with a population of more than 1.2 million. SAN DIEGO REPERTORY THEATRE SAN DIEGO One of its most popular attractions is Balboa Park,

the largest cultural complex west of the Missis-

sippi, encompassing more than 1,200 acres. More

than 85 cultural and recreational organizations are

located in Balboa Park. Casa del Prado Theater,

one of its most impressive structures, was built in

the early 1900s and is now used by a number of

community organizations, including San Diego

Junior Theater and San Diego Civic Youth Ballet.

Irvine grants in San Diego have included support

for arts and cultural institutions in Balboa Park.

PEOPLE Sam Woodhouse cofounded San

Diego Repertory Theatre with D.W. Jacobs in

1976, and serves as its Producing and Artistic

Director. He is also the founder of the Calaﬁ a

Initiative, a multidisciplinary program that creates

new works about the future of San Diego’s

binational identity. San Diego Rep received a

three-year grant in 2003 from Irvine to support

The First Decade Project – a partnership among

Latinos, African Americans, Asian Americans,

and immigrants from around the world – to

develop performance works about the changing

cultural landscape of 21st century America.

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 10-1110-11 77/30/05/30/05 55:01:49:01:49 AMAM ENGAGING CALIFORNIANS, IMPROVING GOVERNANCE needs are too often either overlooked or simply not represented. BUILDING A BETTER CALIFORNIA In conjunction with this focus on effective governance, we support efforts that can bring more immediate positive change in A s the Foundation engages with the arts and youth fi elds, the day-to-day lives of Califor- we are also committed to retaining one of Irvine’s distinguishing nians. The Foundation therefore features: our multipurpose nature. To that end, the California funds community mobilization Perspectives program supports activities that inform understanding, efforts that bring Californians improve public decision-making,ma anand engage Californians on together to solve immediate and signifi cant issues that will have a long-term impact on the state. tangible challenges in their lives. This broad goal allows us to respond thoughtfully to an ever-shifting Through this grantmaking, we environment in California. hope not only to address the spe- For the next several years, the California Perspectives program cifi c problems to be solved, but will focus on effective governance, which holds the potential to also to demonstrate the inherent value and effectiveness of broad make an enduring difference public engagement in improving community conditions. PURPOSE The goal of the California for the state. Accordingly, our California Perspectives represents a new way of working for Perspectives program is to inform public

understanding, engage Californians, and grantmaking focuses, in part, on Irvine. Rather than organizing a grantmaking program around a

improve decision-making on signifi cant issues ensuring that the development traditional fi eld, such as education or the environment, we have of long-term consequence to the state. The of public policy related to organized ourselves in a way that permits maximum fl exibility, program’s current focus is effective governance, governance issues — such as allowing us to support organizations that are tackling a range of which has the potential to make an enduring redistricting, term limits, and issues critical to California’s future. Within this approach, we difference for the people of California. the state budget — is informed maintain an unwavering commitment to benefi ting the most by credible research, includes new perspectives and voices, and disenfranchised residents of our state in a quest to create a better considers the implications for low-income Californians, whose California for all.

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 12-1312-13 77/30/05/30/05 55:01:54:01:54 AMAM ENGAGING CALIFORNIANS, IMPROVING GOVERNANCE needs are too often either overlooked or simply not represented. BUILDING A BETTER CALIFORNIA In conjunction with this focus on effective governance, we support efforts that can bring more immediate positive change in A s the Foundation engages with the arts and youth fi elds, the day-to-day lives of Califor- we are also committed to retaining one of Irvine’s distinguishing nians. The Foundation therefore features: our multipurpose nature. To that end, the California funds community mobilization Perspectives program supports activities that inform understanding, efforts that bring Californians improve public decision-making,ma anand engage Californians on together to solve immediate and signifi cant issues that will have a long-term impact on the state. tangible challenges in their lives. This broad goal allows us to respond thoughtfully to an ever-shifting Through this grantmaking, we environment in California. hope not only to address the spe- For the next several years, the California Perspectives program cifi c problems to be solved, but will focus on effective governance, which holds the potential to also to demonstrate the inherent value and effectiveness of broad make an enduring difference public engagement in improving community conditions. PURPOSE The goal of the California for the state. Accordingly, our California Perspectives represents a new way of working for Perspectives program is to inform public

understanding, engage Californians, and grantmaking focuses, in part, on Irvine. Rather than organizing a grantmaking program around a

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 12-1312-13 77/30/05/30/05 55:01:54:01:54 AMAM PLACE Irvine recognizes the importance

of place in California, a state that encompasses PICO CALIFORNIA PROJECT STATE OF CALIFORNIA diverse metropolitan areas, developing communi-

ties, and vast agricultural lands. We fund targeted

community projects, to address local needs,

and strategic initiatives that have the potential to

beneﬁ t all Californians – such as studies of our

state’s governance structure, innovative approaches

to resolving important public issues, and projects

that engage more people in civic life. Through all

of these efforts, we are privileged to continue

the legacy of James Irvine and to serve the people

and places of California.

PEOPLE Lidia Taame, a native of Eritrea, is

now a resident of Fresno and a member of Our

Saviour’s Lutheran Church, which is an afﬁ liate

of the Paciﬁ c Institute for Community Organiza-

tions (PICO) California Project, an association of

congregation-community organizations designed

to bring the voices and concerns of regular Cali-

fornians to the statewide policy arena. The PICO

California Project represents 350 congregations

and 400,000 families. PICO received a grant

from Irvine in 2004 to increase voter participation

among Californians in the Central Valley and Los

Angeles, Riverside, and San Bernardino counties.

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 14-1514-15 77/30/05/30/05 55:01:56:01:56 AMAM PLACE Irvine recognizes the importance

of place in California, a state that encompasses PICO CALIFORNIA PROJECT STATE OF CALIFORNIA diverse metropolitan areas, developing communi-

ties, and vast agricultural lands. We fund targeted

community projects, to address local needs,

and strategic initiatives that have the potential to

beneﬁ t all Californians – such as studies of our

state’s governance structure, innovative approaches

to resolving important public issues, and projects

that engage more people in civic life. Through all

of these efforts, we are privileged to continue

the legacy of James Irvine and to serve the people

and places of California.

PEOPLE Lidia Taame, a native of Eritrea, is

now a resident of Fresno and a member of Our

Saviour’s Lutheran Church, which is an afﬁ liate

of the Paciﬁ c Institute for Community Organiza-

tions (PICO) California Project, an association of

congregation-community organizations designed

to bring the voices and concerns of regular Cali-

fornians to the statewide policy arena. The PICO

California Project represents 350 congregations

and 400,000 families. PICO received a grant

from Irvine in 2004 to increase voter participation

among Californians in the Central Valley and Los

Angeles, Riverside, and San Bernardino counties.

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RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 14-1514-15 77/30/05/30/05 55:01:56:01:56 AMAM THE JAMES IRVINE FOUNDATION 2004 GRANTS

n 2004, the Foundation approved 415 grants, totaling their local communities. GRANTSEEKER GUIDELINES I The James Irvine Foundation makes grants to a wide variety of nonproﬁ t organizations, most of which receive $53.8 million. The table below shows these grants • Grants approved through funding through our three core grantmaking programs: Arts, California Perspectives, and Youth.

by program area and other designations. On the pages the Foundation’s New The Foundation primarily makes grants to organizations that are tax-exempt under section 501(c)(3) of the Internal that follow, we present a detailed list of grants approved Connections Fund, a pilot Revenue Code. In addition, by provision of Mr. Irvine’s Indenture of Trust, which established the Foundation in in 2004, in three sections: program to fund unsolic- 1937, we are restricted to making grants to programs and organizations that directly benefi t the people of California. Mr. Irvine also stipulated that grants from the Foundation • Grants approved in our core program areas. ited grant applications on a “shall be used for such charities as do not enjoy substan- tial support through taxation.” Based on this restriction, we • Grants approved to intermediary organizations that competitive basis. refrain from making grants to public agencies or organizations that receive more than 50 percent of their revenue regrant Irvine dollars to other nonprofi t organizations in Please note that grants from government sources. For current information about our grantmaking guidelines, please visit our Web site at www.irvine.org. GRANTS APPROVED AND RATIFIED BY THE BOARD OF DIRECTORS IN 2004 reported in this annual Arts $ 13,410,500 California Perspectives 10,265,000 report were approved in 2004 and refl ect the grant- Youth 19,632,000 Cross-Program & Special Opportunities 7,952,500 making priorities that were in effect at that time. In early New Connections Fund 1,574,000 Board/Staff Discretionary Grants* 642,500 2005, we refi ned some of the strategies and priorities in Memberships/Sponsorships 487,500

SUBTOTAL 53,964,000 our core grantmaking programs. For current information Adjustments** (190,196)

TOTAL GRANTS $ 53,773,804 on our grantmaking programs, strategies, and priorities,

*To enhance their involvement in the work of the Foundation, board and staff members are allowed to request grants each year to nonproﬁ t organizations in California that qualify for Irvine funding. In 2004, each board member was permitted to request grants totaling $50,000. Each staff please visit our Web site, www.irvine.org. member was permitted to request grants totaling $2,500 to $15,000, depending on his or her position and tenure with the Foundation. **Adjustments include changes in grant amounts for Foundation-Administered Projects, which are usually less than approved amounts, refunds for grant amounts that were not spent by the grantees, and rescissions of grants awarded in 2004.

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RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 16-1716-17 77/30/05/30/05 55:09:03:09:03 AMAM THE JAMES IRVINE FOUNDATION 2004 GRANTS

SUBTOTAL 53,964,000 our core grantmaking programs. For current information Adjustments** (190,196)

TOTAL GRANTS $ 53,773,804 on our grantmaking programs, strategies, and priorities,

16 17

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 16-1716-17 77/30/05/30/05 55:09:03:09:03 AMAM SAN FRANCISCO THEATREWORKS, INC. FRESNO ART MUSEUM Arts Grants Approved in CHANTICLEER, INC. PALO ALTO Did You Know? FRESNO 2004: Artistic Creativity SAN FRANCISCO To support the expansion of the California is home to To support the Art and Artifact To support artistic collaborations, New Works Initiative, a musical- Program, a cross-cultural exhibition CALIFORNIA almost 90,000 arts- SHAKESPEARE FESTIVAL a choral workshop for youth in theater development program. and simulated archaeological dig the Central Valley, and an online related businesses, BERKELEY $350,000 / 3 years site that links art and archaeology. catalog. ARTS To develop a new play through and more than $350,000 / 3 years The goal of the Arts program is to promote a collaboration among California $100,000 / 2 years WALTER AND ELISE HAAS 516,000 Californians Shakespeare Festival, Campo FUND are employed by cre- GRAND PERFORMANCES vibrant and inclusive artistic and cultural environment Santo, nationally renowned play- THE SAN FRANCISCO SAN FRANCISCO LOS ANGELES wright Naomi Iizuka, and Oakland FOUNDATION To support the Creative Work ative industries, more To present international artists communities. SAN FRANCISCO Fund, a regranting initiative than in any other from Mexico and China, as part of in California. For collaborative efforts between enabling artists to create new $100,000 / 2 years state in the nation. Grand Performances’ free summer the San Francisco Foundation and work through collaborations with season in downtown Los Angeles. East Bay, Marin, and Peninsula CENTER FOR each other and with nonprofi t arts We believe that a healthy arts system in today’s environment THE COMMUNITY $250,000 / 3 years CULTURAL INNOVATION Community Foundations to enhance organizations in the San Francisco FOUNDATION should consist of arts organizations that support the creation and LOS ANGELES support for individual artists in Bay Area. RIVERSIDE HEYDAY INSTITUTE To support training and benefi ts Bay Area communities through presentation of art, connect art to diverse communities, explore $465,000 / 3 years ?To provide technical assistance BERKELEY programs for artists in California, regranting and donor education. and training to arts organizations For expansion of the Great Valley artistic innovation and risk-taking, and provide leadership for the and for core operating support. $200,000 / 2 years YOUTH SPEAKS, INC. in Riverside and San Bernardino Books publication series and SAN FRANCISCO fi eld and in their communities. This holistic approach, which $200,000 / 2 years counties as part of the Arts Build community outreach, and for SANTA ROSA To support the commissioning Capacity (ABC) program. organizational development. considers diverse arts disciplines, audiences, and regions, as well SYMPHONY ASSOCIATION and presentation of original work KALA INSTITUTE $350,000 / 3 years SANTA ROSA $40,000 / 1 year as a broad range of the state’s artistic and cultural organizations, BERKELEY from writers and performers in To build organizational capacity To present two themed music California as part of the annual CULTURAL COUNCIL HUC SKIRBALL leads us to organize our grantmaking along the following with equipment upgrades and a festivals using an interactive Living Word Festival. OF SANTA CRUZ COUNTY CULTURAL CENTER new staff position. musical-conversations format. LOS ANGELES priority areas: $225,000 / 3 years SANTA CRUZ $135,000 / 2 years $120,000 / 2 years For the Irvine Cultural Enhance- To support the Sunset Concerts series of world music performances Artistic Creativity Arts Grants Approved in ment (ICE) regranting program, THE SUNDANCE INSTITUTE L.A. FREEWAVES supporting cultural festivals that by artists of diverse cultural BEVERLY HILLS 2004: Connection Through Promote the creation and reinterpretation of art, infusing the arts LOS ANGELES celebrate the diversity of Santa heritage, which celebrate the multi- To support Sundance Arts and Cultural Participation To support a fi ve-week new-media Cruz County, and providing cultural nature of Los Angeles. fi eld with new ideas and methods of creative expression. Audiences, a California initiative festival and build organizational ANGELS GATE professional development to small $100,000 / 2 years to foster new work by independent capacity. CULTURAL CENTER and midsized arts organizations Connection Through Cultural Participation California artists and strengthen SAN PEDRO $50,000 / 2 years in the region. JOE GOODE the independent fi lm audience. For core operating support to PERFORMANCE GROUP Support the active engagement of Californians from all $150,000 / 3 years $500,000 / 3 years expand and develop high quality SAN FRANCISCO socioeconomic and ethnic backgrounds with quality art from a MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA arts programs that engage the To develop and produce Hometown, CULTURAL INITIATIVES DE SAN JOSE, INC. community’s diverse residents. a new dance work, in collaboration variety of sources and cultures. Did You Know? SILICON VALLEY SAN JOSE $150,000 / 3 years SAN JOSE with teen video artists. To support Where Are You From? Nonprofi t arts Arts Leadership Toward the implementation of the $75,000 / 1 year Intersections of Art, Economic & organizations in ARTE AMERICAS 10-year Regional Cultural Plan Foster an environment in which arts and culture fl ourish in Neighborhood Development, California contribute THE MEXICAN ARTS CENTER formally adopted by Santa Clara an ongoing project promoting FRESNO California through support to the state’s largest premier cultural $5.4 billion to the County and the City of San Jose. economic and neighborhood To expand performing arts activities $100,000 / 2 years institutions and leading arts organizations in the nonmetropolitan transformation. state’s economy, in the Plaza, focused on engaging create more than larger and more diverse audiences, areas of California. $100,000 / 3 years FOUNDATION and for strategic planning. 160,000 jobs, and FOR WORLD ARTS MUSEUM OF generate nearly $150,000 / 2 years MALIBU CONTEMPORARY ART To support the 2005 World Festival LOS ANGELES $300 million in state of Sacred Music in Los Angeles and To foster and present the work and local taxes. the development of sustainability of emerging Southern California plans for future festivals. artists. $100,000 / 2 years $480,000 / 3 years ?

18 19

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 18-1918-19 77/30/05/30/05 55:09:04:09:04 AMAM SAN FRANCISCO THEATREWORKS, INC. FRESNO ART MUSEUM Arts Grants Approved in CHANTICLEER, INC. PALO ALTO Did You Know? FRESNO 2004: Artistic Creativity SAN FRANCISCO To support the expansion of the California is home to To support the Art and Artifact To support artistic collaborations, New Works Initiative, a musical- Program, a cross-cultural exhibition CALIFORNIA almost 90,000 arts- SHAKESPEARE FESTIVAL a choral workshop for youth in theater development program. and simulated archaeological dig the Central Valley, and an online related businesses, BERKELEY $350,000 / 3 years site that links art and archaeology. catalog. ARTS To develop a new play through and more than $350,000 / 3 years The goal of the Arts program is to promote a collaboration among California $100,000 / 2 years WALTER AND ELISE HAAS 516,000 Californians Shakespeare Festival, Campo FUND are employed by cre- GRAND PERFORMANCES vibrant and inclusive artistic and cultural environment Santo, nationally renowned play- THE SAN FRANCISCO SAN FRANCISCO LOS ANGELES wright Naomi Iizuka, and Oakland FOUNDATION To support the Creative Work ative industries, more To present international artists communities. SAN FRANCISCO Fund, a regranting initiative than in any other from Mexico and China, as part of in California. For collaborative efforts between enabling artists to create new $100,000 / 2 years state in the nation. Grand Performances’ free summer the San Francisco Foundation and work through collaborations with season in downtown Los Angeles. East Bay, Marin, and Peninsula CENTER FOR each other and with nonprofi t arts We believe that a healthy arts system in today’s environment THE COMMUNITY $250,000 / 3 years CULTURAL INNOVATION Community Foundations to enhance organizations in the San Francisco FOUNDATION should consist of arts organizations that support the creation and LOS ANGELES support for individual artists in Bay Area. RIVERSIDE HEYDAY INSTITUTE To support training and benefi ts Bay Area communities through presentation of art, connect art to diverse communities, explore $465,000 / 3 years ?To provide technical assistance BERKELEY programs for artists in California, regranting and donor education. and training to arts organizations For expansion of the Great Valley artistic innovation and risk-taking, and provide leadership for the and for core operating support. $200,000 / 2 years YOUTH SPEAKS, INC. in Riverside and San Bernardino Books publication series and SAN FRANCISCO fi eld and in their communities. This holistic approach, which $200,000 / 2 years counties as part of the Arts Build community outreach, and for SANTA ROSA To support the commissioning Capacity (ABC) program. organizational development. considers diverse arts disciplines, audiences, and regions, as well SYMPHONY ASSOCIATION and presentation of original work KALA INSTITUTE $350,000 / 3 years SANTA ROSA $40,000 / 1 year as a broad range of the state’s artistic and cultural organizations, BERKELEY from writers and performers in To build organizational capacity To present two themed music California as part of the annual CULTURAL COUNCIL HUC SKIRBALL leads us to organize our grantmaking along the following with equipment upgrades and a festivals using an interactive Living Word Festival. OF SANTA CRUZ COUNTY CULTURAL CENTER new staff position. musical-conversations format. LOS ANGELES priority areas: $225,000 / 3 years SANTA CRUZ $135,000 / 2 years $120,000 / 2 years For the Irvine Cultural Enhance- To support the Sunset Concerts series of world music performances Artistic Creativity Arts Grants Approved in ment (ICE) regranting program, THE SUNDANCE INSTITUTE L.A. FREEWAVES supporting cultural festivals that by artists of diverse cultural BEVERLY HILLS 2004: Connection Through Promote the creation and reinterpretation of art, infusing the arts LOS ANGELES celebrate the diversity of Santa heritage, which celebrate the multi- To support Sundance Arts and Cultural Participation To support a fi ve-week new-media Cruz County, and providing cultural nature of Los Angeles. fi eld with new ideas and methods of creative expression. Audiences, a California initiative festival and build organizational ANGELS GATE professional development to small $100,000 / 2 years to foster new work by independent capacity. CULTURAL CENTER and midsized arts organizations Connection Through Cultural Participation California artists and strengthen SAN PEDRO $50,000 / 2 years in the region. JOE GOODE the independent fi lm audience. For core operating support to PERFORMANCE GROUP Support the active engagement of Californians from all $150,000 / 3 years $500,000 / 3 years expand and develop high quality SAN FRANCISCO socioeconomic and ethnic backgrounds with quality art from a MOVIMIENTO DE ARTE Y CULTURA LATINO AMERICANA arts programs that engage the To develop and produce Hometown, CULTURAL INITIATIVES DE SAN JOSE, INC. community’s diverse residents. a new dance work, in collaboration variety of sources and cultures. Did You Know? SILICON VALLEY SAN JOSE $150,000 / 3 years SAN JOSE with teen video artists. To support Where Are You From? Nonprofi t arts Arts Leadership Toward the implementation of the $75,000 / 1 year Intersections of Art, Economic & organizations in ARTE AMERICAS 10-year Regional Cultural Plan Foster an environment in which arts and culture fl ourish in Neighborhood Development, California contribute THE MEXICAN ARTS CENTER formally adopted by Santa Clara an ongoing project promoting FRESNO California through support to the state’s largest premier cultural $5.4 billion to the County and the City of San Jose. economic and neighborhood To expand performing arts activities $100,000 / 2 years institutions and leading arts organizations in the nonmetropolitan transformation. state’s economy, in the Plaza, focused on engaging create more than larger and more diverse audiences, areas of California. $100,000 / 3 years FOUNDATION and for strategic planning. 160,000 jobs, and FOR WORLD ARTS MUSEUM OF generate nearly $150,000 / 2 years MALIBU CONTEMPORARY ART To support the 2005 World Festival LOS ANGELES $300 million in state of Sacred Music in Los Angeles and To foster and present the work and local taxes. the development of sustainability of emerging Southern California plans for future festivals. artists. $100,000 / 2 years $480,000 / 3 years ?

18 19

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 18-1918-19 77/30/05/30/05 55:09:04:09:04 AMAM L.A. THEATRE WORKS PASADENA SAN DIEGO FOUNDATION HUMBOLDT AREA SANTA BARBARA FOUNDATION CALIFORNIA ASSOCIATION Arts Grants Approved in VENICE CONSERVATORY OF MUSIC SAN DIEGO Did You Know? FOUNDATION SANTA BARBARA OF MUSEUMS 2004: Arts Leadership For core operating support and PASADENA To support Understanding San Four of the nation’s BAYSIDE For a regranting initiative to support PALM SPRINGS a feasibility study in the Inland To expand the conservatory’s Diego: Arts & Culture, a collabora- For a regranting initiative to support diverse cultural expressions and For core operating support. AUTRY NATIONAL CENTER 10 largest metropol- Empire to increase access to fi ne organizational capacity to serve tive regional process to strengthen LOS ANGELES cultural participation, as part of to implement a donor education $25,000 / 1 year dramatic literature through radio its constituency with enhanced the nonprofi t arts and culture sector For core operating support to itan areas with the the North Coast Cultural Trust, and program to increase arts-related and internet broadcasts. programming quality. in San Diego County. establish the Autry National Center highest concentration to implement a donor education philanthropy within Santa Barbara FRESNO ART MUSEUM program to increase arts-related FRESNO $150,000 / 1 year $70,000 / 2 years $75,000 / 1 year as a regional and national resource of artists are in Cali- County. philanthropy within Humboldt, For fund development and strategic for the study of California and the fornia: Los Angeles $400,000 / 3 years LOS CENZONTLES PERFORMING ARTS CENTER STANFORD UNIVERSITY American West. Del Norte, and Trinity counties. planning. MEXICAN ARTS CENTER OF LOS ANGELES COUNTY STANFORD (ranked fi rst), San SONOMA COUNTY $750,000 / 3 years $400,000 / 3 years $20,000 / 1 year SAN PABLO LOS ANGELES To support the Institute for Francisco-Oakland COMMUNITY FOUNDATION To support Cultures of Mexico To support an informal arts initia- SANTA ROSA Diversity in the Arts, to engage BERKELEY REPERTORY THEATRE (third), Orange ORANGE COUNTY OAKLAND BALLET tive, focused on engaging broader For a regranting initiative to support in California, involving research, artists-in-residence, students, BERKELEY COMMUNITY FOUNDATION ASSOCIATION, INC. and more diverse audiences. County (seventh), IRVINE artistic creativity and to implement OAKLAND education, and live performances faculty, and the community in a To enhance organizational capacity and San Diego For a regranting initiative to sup- a donor education program to to chronicle changing music and $75,000 / 1 year collaborative process to create and increase utilization of recently For core operating support. port artistic creativity and diverse increase arts-related philanthropy dance in California’s Mexican works in visual and performing expanded facilities. (ninth). $70,000 / 1 year American communities. REDLANDS COMMUNITY arts that explore issues of race and cultural expressions, and to imple- within Sonoma County. $300,000 / 3 years ? MUSIC ASSOCIATION, INC. ment a donor education program to $225,000 / 3 years diversity in California. $400,000 / 3 years RIVERSIDE ARTS COUNCIL REDLANDS Arts Grants Approved increase arts-related philanthropy RIVERSIDE $75,000 / 3 years CENTER THEATRE GROUP For The Redlands Bowl Summer in 2004: Communities within Orange County. To develop and implement NEW CONSERVATORY OF LOS ANGELES Arts Grants Approved in THEATRE CENTER Music Festival, to support infra- Advancing the Arts Artsopolis Inland Empire, a com- STONE SOUP FRESNO LOS ANGELES $600,000 / 3 years 2004: Special Projects in structure upgrades and two opera SAN FRANCISCO FRESNO To support programmatic work Communities Advancing the Arts prehensive marketing Web site, productions. the Arts To support three theater produc- For Project Common Thread, to related to the opening of Center is a three-year, $4.25 million SAN DIEGO FOUNDATION and for core operating support. tions as part of the YouthAware SAN DIEGO $90,000 / 2 years preserve and promote the cultural Theatre Group’s new Kirk Douglas initiative intended to build new, ARTS COUNCIL FOR $200,000 / 3 years program. arts of the Hmong and foster Theatre and its new artistic director. sustainable funding streams for For a regranting initiative to sup- SAN BERNARDINO COUNTY RIVERSIDE ART MUSEUM port diverse cultural expressions SAN BERNARDINO $150,000 / 3 years greater cross-cultural awareness in $600,000 / 3 years the arts in California. SOUTHWEST CHAMBER MUSIC RIVERSIDE For core operating support to the San Joaquin Valley. and to implement a donor educa- SOCIETY COMMUNITY FOUNDATION ORANGE COUNTY For core support to develop the tion and engagement program to build organizational capacity and PASADENA $75,000 / 2 years PALM SPRINGS museum’s exhibition and educa- FOR MONTEREY COUNTY to provide relevant arts and MUSEUM OF ART DESERT MUSEUM increase arts-related philanthropy To support a development plan MONTEREY NEWPORT BEACH tional programming, scholarship, within San Diego County. cultural programming and services to access and manage individual TEATRO VISION PALM SPRINGS To support the development of the and audiences within the Inland For a regranting initiative to support in San Bernardino County. SAN JOSE To strengthen the museum by $500,000 / 3 years donors. Media Lounge, a satellite gallery to Empire. diverse cultural expressions and For core operating support to increasing the quality and access $75,000 / 3 years $8,000 / 1 year present digital and video art. to implement a donor education $200,000 / 2 years expand the theater’s organizational to its collections and exhibitions SAN LUIS OBISPO COUNTY program to increase arts-related $100,000 / 2 years capacity by enhancing its theatrical and by improving its capacity for COMMUNITY FOUNDATION CALIFORNIA ALLIANCE WESTERN FOLKLIFE CENTER philanthropy within Monterey SAN LUIS OBISPO FOR ARTS EDUCATION programming and expanding its preservation efforts. ELKO, NEVADA Did You Know? County. PASADENA PACIFIC ASIA MUSEUM For a regranting initiative to support To support a team of students from marketing and audience develop- $300,000 / 3 years PASADENA California’s nonprofi t artistic creativity and to implement For core support to provide training ment efforts. $400,000 / 3 years the Voices of Youth program in To expand the museum’s orga- arts annually attract a donor education program to statewide and technical assistance California to attend the awards pre- $150,000 / 2 years SAN FRANCISCO COMMUNITY FOUNDATION increase arts-related philanthropy to school districts in Los Angeles nizational capacity to serve an more than 71 million BALLET ASSOCIATION sentation of the National Federation SILICON VALLEY County to implement Arts for increasingly diverse constituency SAN FRANCISCO within San Luis Obispo County. of Community Broadcasters. attendees and VALLEY PUBLIC SAN JOSE by enhancing its exhibitions and All: Los Angeles County Regional TELEVISION, INC. For core artistic program support. $300,000 / 3 years $3,200 / 3 months participants who, in For a regranting initiative to sup- Blueprint for Arts Education. education programming, and FRESNO $300,000 / 2 years port diverse cultural expressions expanding its marketing and addition to admission To strengthen the health of the $150,000 / 3 years and to implement a donor educa- audience development efforts. Fresno arts and cultural community SOUTH COAST fees, contribute tion and engagement program to $250,000 / 3 years and implement the countywide REPERTORY, INC. CALIFORNIA ASSEMBLY OF more than $1 billion increase arts-related philanthropy LOCAL ARTS AGENCIES Cultural Plan, through collabora- COSTA MESA each year to the within southern San Mateo and SAN FRANCISCO tive communications and advocacy For core artistic program support. Santa Clara counties. For core operating support to pro- state’s economy. efforts. $375,000 / 3 years $500,000 / 3 years vide networking and professional $50,000 / 1 year development opportunities to local arts agencies throughout California. ? $160,000 / 2 years

20 21

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 20-2120-21 77/30/05/30/05 55:09:04:09:04 AMAM L.A. THEATRE WORKS PASADENA SAN DIEGO FOUNDATION HUMBOLDT AREA SANTA BARBARA FOUNDATION CALIFORNIA ASSOCIATION Arts Grants Approved in VENICE CONSERVATORY OF MUSIC SAN DIEGO Did You Know? FOUNDATION SANTA BARBARA OF MUSEUMS 2004: Arts Leadership For core operating support and PASADENA To support Understanding San Four of the nation’s BAYSIDE For a regranting initiative to support PALM SPRINGS a feasibility study in the Inland To expand the conservatory’s Diego: Arts & Culture, a collabora- For a regranting initiative to support diverse cultural expressions and For core operating support. AUTRY NATIONAL CENTER 10 largest metropol- Empire to increase access to fi ne organizational capacity to serve tive regional process to strengthen LOS ANGELES cultural participation, as part of to implement a donor education $25,000 / 1 year dramatic literature through radio its constituency with enhanced the nonprofi t arts and culture sector For core operating support to itan areas with the the North Coast Cultural Trust, and program to increase arts-related and internet broadcasts. programming quality. in San Diego County. establish the Autry National Center highest concentration to implement a donor education philanthropy within Santa Barbara FRESNO ART MUSEUM program to increase arts-related FRESNO $150,000 / 1 year $70,000 / 2 years $75,000 / 1 year as a regional and national resource of artists are in Cali- County. philanthropy within Humboldt, For fund development and strategic for the study of California and the fornia: Los Angeles $400,000 / 3 years LOS CENZONTLES PERFORMING ARTS CENTER STANFORD UNIVERSITY American West. Del Norte, and Trinity counties. planning. MEXICAN ARTS CENTER OF LOS ANGELES COUNTY STANFORD (ranked fi rst), San SONOMA COUNTY $750,000 / 3 years $400,000 / 3 years $20,000 / 1 year SAN PABLO LOS ANGELES To support the Institute for Francisco-Oakland COMMUNITY FOUNDATION To support Cultures of Mexico To support an informal arts initia- SANTA ROSA Diversity in the Arts, to engage BERKELEY REPERTORY THEATRE (third), Orange ORANGE COUNTY OAKLAND BALLET tive, focused on engaging broader For a regranting initiative to support in California, involving research, artists-in-residence, students, BERKELEY COMMUNITY FOUNDATION ASSOCIATION, INC. and more diverse audiences. County (seventh), IRVINE artistic creativity and to implement OAKLAND education, and live performances faculty, and the community in a To enhance organizational capacity and San Diego For a regranting initiative to sup- a donor education program to to chronicle changing music and $75,000 / 1 year collaborative process to create and increase utilization of recently For core operating support. port artistic creativity and diverse increase arts-related philanthropy dance in California’s Mexican works in visual and performing expanded facilities. (ninth). $70,000 / 1 year American communities. REDLANDS COMMUNITY arts that explore issues of race and cultural expressions, and to imple- within Sonoma County. $300,000 / 3 years ? MUSIC ASSOCIATION, INC. ment a donor education program to $225,000 / 3 years diversity in California. $400,000 / 3 years RIVERSIDE ARTS COUNCIL REDLANDS Arts Grants Approved increase arts-related philanthropy RIVERSIDE $75,000 / 3 years CENTER THEATRE GROUP For The Redlands Bowl Summer in 2004: Communities within Orange County. To develop and implement NEW CONSERVATORY OF LOS ANGELES Arts Grants Approved in THEATRE CENTER Music Festival, to support infra- Advancing the Arts Artsopolis Inland Empire, a com- STONE SOUP FRESNO LOS ANGELES $600,000 / 3 years 2004: Special Projects in structure upgrades and two opera SAN FRANCISCO FRESNO To support programmatic work Communities Advancing the Arts prehensive marketing Web site, productions. the Arts To support three theater produc- For Project Common Thread, to related to the opening of Center is a three-year, $4.25 million SAN DIEGO FOUNDATION and for core operating support. tions as part of the YouthAware SAN DIEGO $90,000 / 2 years preserve and promote the cultural Theatre Group’s new Kirk Douglas initiative intended to build new, ARTS COUNCIL FOR $200,000 / 3 years program. arts of the Hmong and foster Theatre and its new artistic director. sustainable funding streams for For a regranting initiative to sup- SAN BERNARDINO COUNTY RIVERSIDE ART MUSEUM port diverse cultural expressions SAN BERNARDINO $150,000 / 3 years greater cross-cultural awareness in $600,000 / 3 years the arts in California. SOUTHWEST CHAMBER MUSIC RIVERSIDE For core operating support to the San Joaquin Valley. and to implement a donor educa- SOCIETY COMMUNITY FOUNDATION ORANGE COUNTY For core support to develop the tion and engagement program to build organizational capacity and PASADENA $75,000 / 2 years PALM SPRINGS museum’s exhibition and educa- FOR MONTEREY COUNTY to provide relevant arts and MUSEUM OF ART DESERT MUSEUM increase arts-related philanthropy To support a development plan MONTEREY NEWPORT BEACH tional programming, scholarship, within San Diego County. cultural programming and services to access and manage individual TEATRO VISION PALM SPRINGS To support the development of the and audiences within the Inland For a regranting initiative to support in San Bernardino County. SAN JOSE To strengthen the museum by $500,000 / 3 years donors. Media Lounge, a satellite gallery to Empire. diverse cultural expressions and For core operating support to increasing the quality and access $75,000 / 3 years $8,000 / 1 year present digital and video art. to implement a donor education $200,000 / 2 years expand the theater’s organizational to its collections and exhibitions SAN LUIS OBISPO COUNTY program to increase arts-related $100,000 / 2 years capacity by enhancing its theatrical and by improving its capacity for COMMUNITY FOUNDATION CALIFORNIA ALLIANCE WESTERN FOLKLIFE CENTER philanthropy within Monterey SAN LUIS OBISPO FOR ARTS EDUCATION programming and expanding its preservation efforts. ELKO, NEVADA Did You Know? County. PASADENA PACIFIC ASIA MUSEUM For a regranting initiative to support To support a team of students from marketing and audience develop- $300,000 / 3 years PASADENA California’s nonprofi t artistic creativity and to implement For core support to provide training ment efforts. $400,000 / 3 years the Voices of Youth program in To expand the museum’s orga- arts annually attract a donor education program to statewide and technical assistance California to attend the awards pre- $150,000 / 2 years SAN FRANCISCO COMMUNITY FOUNDATION increase arts-related philanthropy to school districts in Los Angeles nizational capacity to serve an more than 71 million BALLET ASSOCIATION sentation of the National Federation SILICON VALLEY County to implement Arts for increasingly diverse constituency SAN FRANCISCO within San Luis Obispo County. of Community Broadcasters. attendees and VALLEY PUBLIC SAN JOSE by enhancing its exhibitions and All: Los Angeles County Regional TELEVISION, INC. For core artistic program support. $300,000 / 3 years $3,200 / 3 months participants who, in For a regranting initiative to sup- Blueprint for Arts Education. education programming, and FRESNO $300,000 / 2 years port diverse cultural expressions expanding its marketing and addition to admission To strengthen the health of the $150,000 / 3 years and to implement a donor educa- audience development efforts. Fresno arts and cultural community SOUTH COAST fees, contribute tion and engagement program to $250,000 / 3 years and implement the countywide REPERTORY, INC. CALIFORNIA ASSEMBLY OF more than $1 billion increase arts-related philanthropy LOCAL ARTS AGENCIES Cultural Plan, through collabora- COSTA MESA each year to the within southern San Mateo and SAN FRANCISCO tive communications and advocacy For core artistic program support. Santa Clara counties. For core operating support to pro- state’s economy. efforts. $375,000 / 3 years $500,000 / 3 years vide networking and professional $50,000 / 1 year development opportunities to local arts agencies throughout California. ? $160,000 / 2 years

20 21

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 20-2120-21 77/30/05/30/05 55:09:04:09:04 AMAM SOUTHERN CALIFORNIA CENTER FOR COMMUNITY LATINO CENTER FOR California Perspectives PUBLIC RADIO ACTION AND PREVENTION & ACTION IN Did You Know? Grants Approved in 2004: PASADENA ENVIRONMENTAL JUSTICE HEALTH & WELFARE Latinos who are Informing Californians RIVERSIDE SANTA ANA CALIFORNIA To expand KPCC’s coverage of likely voters governance and politics in Los To connect residents in Riverside To provide low-income residents CALIFORNIA BUDGET PROJECT and San Bernardino counties with in Santa Ana with training are split among SACRAMENTO Angeles and Orange counties, add public offi cials in efforts to achieve regarding civic participation and those who say they For support to undertake fi scal a new reporting presence in a healthy regional environment. opportunities to engage in civic are politically PERSPECTIVES policy analysis and public educa- Sacramento and the Inland Empire, activities designed to improve their tion efforts aimed at improving the and develop programming that $150,000 / 18 months liberal (37 percent), The goal of the California Perspectives program is to quality of life. social and economic well-being facilitates civic action among conservative of low- and middle-income KPCC’s listeners. CENTRAL AMERICAN $200,000 / 2 years (34 percent), and inform public understanding, engage Californians, RESOURCE CENTER – Californians, and to encourage $300,000 / 2 years those who say CARECEN – OF CALIFORNIA informed and effective participation LIBERTY HILL FOUNDATION LOS ANGELES SANTA MONICA their politics are and improve decision-making on signifi cant issues of in budget and policy debates. TOWN HALL LOS ANGELES To increase the number of informed LOS ANGELES To support community-based “middle-of-the- $200,000 / 2 years and active immigrant Latino voters long-term consequence to the state. For a planning grant to facilitate organizations promoting economic road” (29 percent). in Los Angeles. the development of a program plan equity and civic rights through COMMUNITY TELEVISION OF and a strategic plan. $50,000 / 8 months regranting. POLICYLINK The California Perspectives program is at this time addressing SOUTHERN CALIFORNIA/KCET ? OAKLAND LOS ANGELES $75,000 / 5 months $1,500,000 / 3 years the issue of effective governance at the state and local levels in To support production of California To increase the knowledge and For core support to facilitate skills of new Latino immigrants NALEO EDUCATIONAL FUND civic engagement in promoting California. In order to promote more effective governance, we have Connected, a television and radio California Perspectives show designed to inform Califor- regarding civic participation and LOS ANGELES governance reforms. Grants Approved in 2004: identifi ed three priority areas for funding. Within these priorities nians regarding critical state issues. provide opportunities for their To promote voter participation $600,000 / 2 years Mobilizing Californians civic involvement. and to provide Latino elected we support a range of activities, including policy research and $1,250,000 / 1 year ALLIANCE FOR A $300,000 / 2 years offi cials with technical assistance SOUTHWEST VOTER BETTER COMMUNITY, INC. and leadership skills to help them REGISTRATION EDUCATION analysis, strategic communications, public outreach and education, KQED, INC. LOS ANGELES PROJECT SAN FRANCISCO IMMIGRANT LEGAL succeed as effective policymakers. LOS ANGELES and advocacy. These priorities are: To support statewide radio news To provide opportunities for Los RESOURCE CENTER $300,000 / 2 years SAN FRANCISCO To increase civic participation coverage of governance issues Angeles residents to engage with To conduct voter education among Latinos in California’s Informing Californians and their impact on Californians public offi cials to promote local PACIFIC INSTITUTE FOR activities within immigrant com- Central Valley, Greater Los Improve public understanding about state governance issues and throughout the state. education and housing reforms. COMMUNITY ORGANIZATION munities in the Central Valley. OAKLAND Angeles, and the counties of San $250,000 / 2 years $400,000 / 2 years Bernardino and Riverside. other signifi cant issues of long-term consequence to the state. $205,000 / 2 years To increase voting among CALIFORNIA CLEAN MONEY low-propensity voters within $125,000 / 4 months LITERACYWORKS Mobilizing Californians CAMPAIGN PICO-affi liated religious EMERYVILLE Did You Know? LOS ANGELES congregations and surrounding For support of a nonpartisan guide To conduct voter education and Promote greater and broad-based civic engagement in public policy To support the fi rst year of outreach Approximately communities. to educate voters on the electoral mobilization activities in Latino activities designed to involve the formation and decision-making processes. process. one out of every $500,000 / 2 years communities within the Central Latino community in a campaign Valley, Inland Empire, and Los $200,000 / 2 years two Californians is fi nance reform project. Infusing New Ideas and Perspectives for Effective Governance either a fi rst- or Angeles County. $75,000 / 1 year Support the development of new policy ideas and information about second-generation $400,000 / 2 years public preferences to advance state and local governance reforms. ?immigrant.

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RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 22-2322-23 77/30/05/30/05 55:09:05:09:05 AMAM SOUTHERN CALIFORNIA CENTER FOR COMMUNITY LATINO CENTER FOR California Perspectives PUBLIC RADIO ACTION AND PREVENTION & ACTION IN Did You Know? Grants Approved in 2004: PASADENA ENVIRONMENTAL JUSTICE HEALTH & WELFARE Latinos who are Informing Californians RIVERSIDE SANTA ANA CALIFORNIA To expand KPCC’s coverage of likely voters governance and politics in Los To connect residents in Riverside To provide low-income residents CALIFORNIA BUDGET PROJECT and San Bernardino counties with in Santa Ana with training are split among SACRAMENTO Angeles and Orange counties, add public offi cials in efforts to achieve regarding civic participation and those who say they For support to undertake fi scal a new reporting presence in a healthy regional environment. opportunities to engage in civic are politically PERSPECTIVES policy analysis and public educa- Sacramento and the Inland Empire, activities designed to improve their tion efforts aimed at improving the and develop programming that $150,000 / 18 months liberal (37 percent), The goal of the California Perspectives program is to quality of life. social and economic well-being facilitates civic action among conservative of low- and middle-income KPCC’s listeners. CENTRAL AMERICAN $200,000 / 2 years (34 percent), and inform public understanding, engage Californians, RESOURCE CENTER – Californians, and to encourage $300,000 / 2 years those who say CARECEN – OF CALIFORNIA informed and effective participation LIBERTY HILL FOUNDATION LOS ANGELES SANTA MONICA their politics are and improve decision-making on signifi cant issues of in budget and policy debates. TOWN HALL LOS ANGELES To increase the number of informed LOS ANGELES To support community-based “middle-of-the- $200,000 / 2 years and active immigrant Latino voters long-term consequence to the state. For a planning grant to facilitate organizations promoting economic road” (29 percent). in Los Angeles. the development of a program plan equity and civic rights through COMMUNITY TELEVISION OF and a strategic plan. $50,000 / 8 months regranting. POLICYLINK The California Perspectives program is at this time addressing SOUTHERN CALIFORNIA/KCET ? OAKLAND LOS ANGELES $75,000 / 5 months $1,500,000 / 3 years the issue of effective governance at the state and local levels in To support production of California To increase the knowledge and For core support to facilitate skills of new Latino immigrants NALEO EDUCATIONAL FUND civic engagement in promoting California. In order to promote more effective governance, we have Connected, a television and radio California Perspectives show designed to inform Califor- regarding civic participation and LOS ANGELES governance reforms. Grants Approved in 2004: identifi ed three priority areas for funding. Within these priorities nians regarding critical state issues. provide opportunities for their To promote voter participation $600,000 / 2 years Mobilizing Californians civic involvement. and to provide Latino elected we support a range of activities, including policy research and $1,250,000 / 1 year ALLIANCE FOR A $300,000 / 2 years offi cials with technical assistance SOUTHWEST VOTER BETTER COMMUNITY, INC. and leadership skills to help them REGISTRATION EDUCATION analysis, strategic communications, public outreach and education, KQED, INC. LOS ANGELES PROJECT SAN FRANCISCO IMMIGRANT LEGAL succeed as effective policymakers. LOS ANGELES and advocacy. These priorities are: To support statewide radio news To provide opportunities for Los RESOURCE CENTER $300,000 / 2 years SAN FRANCISCO To increase civic participation coverage of governance issues Angeles residents to engage with To conduct voter education among Latinos in California’s Informing Californians and their impact on Californians public offi cials to promote local PACIFIC INSTITUTE FOR activities within immigrant com- Central Valley, Greater Los Improve public understanding about state governance issues and throughout the state. education and housing reforms. COMMUNITY ORGANIZATION munities in the Central Valley. OAKLAND Angeles, and the counties of San $250,000 / 2 years $400,000 / 2 years Bernardino and Riverside. other signifi cant issues of long-term consequence to the state. $205,000 / 2 years To increase voting among CALIFORNIA CLEAN MONEY low-propensity voters within $125,000 / 4 months LITERACYWORKS Mobilizing Californians CAMPAIGN PICO-affi liated religious EMERYVILLE Did You Know? LOS ANGELES congregations and surrounding For support of a nonpartisan guide To conduct voter education and Promote greater and broad-based civic engagement in public policy To support the fi rst year of outreach Approximately communities. to educate voters on the electoral mobilization activities in Latino activities designed to involve the formation and decision-making processes. process. one out of every $500,000 / 2 years communities within the Central Latino community in a campaign Valley, Inland Empire, and Los $200,000 / 2 years two Californians is fi nance reform project. Infusing New Ideas and Perspectives for Effective Governance either a fi rst- or Angeles County. $75,000 / 1 year Support the development of new policy ideas and information about second-generation $400,000 / 2 years public preferences to advance state and local governance reforms. ?immigrant.

22 23

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 22-2322-23 77/30/05/30/05 55:09:05:09:05 AMAM STANFORD UNIVERSITY CENTER FOR UNIVERSITY OF SOUTHERN Youth Grants Approved STANFORD GOVERNMENTAL STUDIES Did You Know? CALIFORNIA in 2004: Academic To conduct a survey of 1,200 LOS ANGELES When registering LOS ANGELES Latinos regarding patterns of To conduct and disseminate To develop innovative policy and Engagement and Success research regarding reforms of ballot to vote, four in civic engagement solutions to political participation and nonpar- BERKELEY BIOTECHNOLOGY 10 young people, ticipation, and to release the measure processes, redistricting, California’s governance crisis. EDUCATION, INC. fi ndings through regional briefi ngs. and campaign fi nance systems. ages 18 to 24, chose $600,000 / 2 years YOUTHBERKELEY $150,000 / 18 months $400,000 / 2 years to register as The Youth program seeks to increase the number of To support biotechnology educa- independent or to California Perspectives tion, job training, and postsecond- THE CSLA FOUNDATION ary advancement of low-income California Perspectives Grants Approved in 2004: low-income youth in California who complete high LOS ANGELES align with a third youth in Alameda County. Grants Approved in 2004: Special Projects For the Pat Brown Institute, to party. Infusing New Ideas and school on time and attain a postsecondary credential $200,000 / 2 years produce and disseminate informa- THE AMERICAN Perspectives for Effective DOCUMENTARY, INC. tion and analyses about critical COMMUNITY BUILD, INC. Governance SAN FRANCISCO by the age of 25. public policy issues in California. LOS ANGELES PUBLIC POLICY INSTITUTE To support a strategic review and CALIFORNIA INSTITUTE $400,000 / 2 years OF CALIFORNIA To support youth programs, includ- business planning process. FOR COUNTY GOVERNMENT SAN FRANCISCO Through the Youth program, the Foundation seeks to address the ing transition-to-high school, high SACRAMENTO INSTITUTE OF REGIONAL ?To expand the scope of the eighth, $35,000 / 4 months school outreach, college-bound, AND URBAN STUDIES achievement gap for low-income youth in California in secondary To convene a State-Local Fiscal and fi nal, statewide survey on and career preparation programs. Reform Summit. PALO ALTO NALEO EDUCATIONAL FUND growth issues, focusing on the and postsecondary education and career training, placing special $200,000 / 2 years To support the analysis of California LOS ANGELES $25,000 / 4 months policy preferences of California’s budget issues and disseminate the To support a strategic planning emphasis on youth whose life circumstances further diminish their diverse ethnic groups and adding THE COMMUNITY fi ndings through presentations, process. additional languages to the polling opportunities for success. To achieve these goals, the Youth program FOUNDATION Did You Know? briefi ngs, Web site postings, and effort. $35,000 / 9 months RIVERSIDE Six in 10 Californians other outreach efforts. is currently focusing on grantmaking strategies that achieve the To support local planning efforts $25,000 / 7 months have “some” or $40,000 / 4 months following: for improving access and retention of college students in western “great” confi dence in For a continuation of the statewide NEW AMERICA FOUNDATION Riverside County. survey series on budget and taxa- state government to WASHINGTON, D.C. • Promote academically challenging career and technical tion issues, and for a planning $25,000 / 8 months plan for the state’s To establish a California-based education in California high schools; grant to undertake a comprehen- future and growth, Fellows Program that supports a CV ECONOMIC sive analysis of California’s budget new generation of public policy • Improve instruction and support services in high schools and PALM DESERT while four in 10 have entitled “Understanding California’s writers and thinkers to help create For a planning grant to develop a “very little” or no Budget.” community colleges; solutions to California’s most comprehensive new set of career confi dence in state pressing problems. $225,000 / 1 year • Promote innovative educational alternatives to the traditional high pathways for low-income youth. government’s $750,000 / 1 year $25,000 / 4 months capacity for future To conduct four statewide surveys school; and on the state budget and to enhance To support an initiative to develop planning. the organization’s capacity to reach • Increase parent and family knowledge for student success new career paths for low-income ? diverse audiences with its research youth in the Coachella Valley by and analyses. (through the New Connections Fund). integrating economic development $500,000 / 2 years In 2004, the Youth program priorities were: academic engagement and success; strategies with regional educational programs and services offered by college knowledge, transitions, and completion; and special projects. These priorities secondary, college, and university were refi ned in early 2005, as presented above. In addition, Youth grants were institutions.

approved in 2004 in support of two concluding initiatives, Communities Organizing $250,000 / 1 year Resources to Advance Learning (CORAL) and the Campus Diversity Initiative.

24 25

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 24-2524-25 77/30/05/30/05 55:09:05:09:05 AMAM STANFORD UNIVERSITY CENTER FOR UNIVERSITY OF SOUTHERN Youth Grants Approved STANFORD GOVERNMENTAL STUDIES Did You Know? CALIFORNIA in 2004: Academic To conduct a survey of 1,200 LOS ANGELES When registering LOS ANGELES Latinos regarding patterns of To conduct and disseminate To develop innovative policy and Engagement and Success research regarding reforms of ballot to vote, four in civic engagement solutions to political participation and nonpar- BERKELEY BIOTECHNOLOGY 10 young people, ticipation, and to release the measure processes, redistricting, California’s governance crisis. EDUCATION, INC. fi ndings through regional briefi ngs. and campaign fi nance systems. ages 18 to 24, chose $600,000 / 2 years YOUTHBERKELEY $150,000 / 18 months $400,000 / 2 years to register as The Youth program seeks to increase the number of To support biotechnology educa- independent or to California Perspectives tion, job training, and postsecond- THE CSLA FOUNDATION ary advancement of low-income California Perspectives Grants Approved in 2004: low-income youth in California who complete high LOS ANGELES align with a third youth in Alameda County. Grants Approved in 2004: Special Projects For the Pat Brown Institute, to party. Infusing New Ideas and school on time and attain a postsecondary credential $200,000 / 2 years produce and disseminate informa- THE AMERICAN Perspectives for Effective DOCUMENTARY, INC. tion and analyses about critical COMMUNITY BUILD, INC. Governance SAN FRANCISCO by the age of 25. public policy issues in California. LOS ANGELES PUBLIC POLICY INSTITUTE To support a strategic review and CALIFORNIA INSTITUTE $400,000 / 2 years OF CALIFORNIA To support youth programs, includ- business planning process. FOR COUNTY GOVERNMENT SAN FRANCISCO Through the Youth program, the Foundation seeks to address the ing transition-to-high school, high SACRAMENTO INSTITUTE OF REGIONAL ?To expand the scope of the eighth, $35,000 / 4 months school outreach, college-bound, AND URBAN STUDIES achievement gap for low-income youth in California in secondary To convene a State-Local Fiscal and fi nal, statewide survey on and career preparation programs. Reform Summit. PALO ALTO NALEO EDUCATIONAL FUND growth issues, focusing on the and postsecondary education and career training, placing special $200,000 / 2 years To support the analysis of California LOS ANGELES $25,000 / 4 months policy preferences of California’s budget issues and disseminate the To support a strategic planning emphasis on youth whose life circumstances further diminish their diverse ethnic groups and adding THE COMMUNITY fi ndings through presentations, process. additional languages to the polling opportunities for success. To achieve these goals, the Youth program FOUNDATION Did You Know? briefi ngs, Web site postings, and effort. $35,000 / 9 months RIVERSIDE Six in 10 Californians other outreach efforts. is currently focusing on grantmaking strategies that achieve the To support local planning efforts $25,000 / 7 months have “some” or $40,000 / 4 months following: for improving access and retention of college students in western “great” confi dence in For a continuation of the statewide NEW AMERICA FOUNDATION Riverside County. survey series on budget and taxa- state government to WASHINGTON, D.C. • Promote academically challenging career and technical tion issues, and for a planning $25,000 / 8 months plan for the state’s To establish a California-based education in California high schools; grant to undertake a comprehen- future and growth, Fellows Program that supports a CV ECONOMIC sive analysis of California’s budget new generation of public policy • Improve instruction and support services in high schools and PALM DESERT while four in 10 have entitled “Understanding California’s writers and thinkers to help create For a planning grant to develop a “very little” or no Budget.” community colleges; solutions to California’s most comprehensive new set of career confi dence in state pressing problems. $225,000 / 1 year • Promote innovative educational alternatives to the traditional high pathways for low-income youth. government’s $750,000 / 1 year $25,000 / 4 months capacity for future To conduct four statewide surveys school; and on the state budget and to enhance To support an initiative to develop planning. the organization’s capacity to reach • Increase parent and family knowledge for student success new career paths for low-income ? diverse audiences with its research youth in the Coachella Valley by and analyses. (through the New Connections Fund). integrating economic development $500,000 / 2 years In 2004, the Youth program priorities were: academic engagement and success; strategies with regional educational programs and services offered by college knowledge, transitions, and completion; and special projects. These priorities secondary, college, and university were refi ned in early 2005, as presented above. In addition, Youth grants were institutions.

approved in 2004 in support of two concluding initiatives, Communities Organizing $250,000 / 1 year Resources to Advance Learning (CORAL) and the Campus Diversity Initiative.

24 25

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 24-2524-25 77/30/05/30/05 55:09:05:09:05 AMAM EXCELLENT EDUCATION REGENTS OF THE UNIVERSITY WESTED COACHELLA VALLEY OMEGA BOYS CLUB OF WHITTIER EDUCATIONAL FOUNDATION-ADMINISTERED DEVELOPMENT Did You Know? OF CALIFORNIA SAN FRANCISCO EDUCATION FOUNDATION SAN FRANCISCO FOUNDATION PROJECT SANTA MONICA More than a quarter OAKLAND For the Strategic Literacy Initiative, THERMAL SAN FRANCISCO EL CERRITO SAN FRANCISCO To provide business expertise and For the Career Academy Support to increase access to high-level To support the Catch the Dream To support the Omega Leadership For the TechFutures program, to For a Foundation-Administered of California’s resi- new fi nancial models to support Network (CASN) at UC Berkeley’s academic literacy for diverse popu- program, established to promote Academy, an academic program support the implementation of Project to evaluate the Campus existing and emerging charter dents (27 percent) Graduate School of Education, lations of adolescents. a college-going culture within the that promotes high school gradu- the Counseling Wizard, an online Diversity Initiative, assist grantees schools in low-income communities focused on providing supports Coachella Valley. ation, college preparation, and counseling system, throughout the in assessing their own diversity are under the age $750,000 / 3 years in Los Angeles. of 18, and more for the structural transformation $150,000 / 3 years retention. West Contra Costa Unifi ed School needs and efforts, and facilitate of high schools into effective, $200,000 / 2 years District. information-sharing among $125,000 / 1 year than a third (37 Youth Grants Approved in smaller learning environments for THE COMMUNITY $75,000 / 1 year institutions and researchers. 2004: College Knowledge, GATEWAY CITIES percent) are under low-income youth. FOUNDATION POSSE FOUNDATION $458,908 / 1 year Transitions, and Completion PARTNERSHIP, INC. the age of 24. RIVERSIDE NEW YORK, NEW YORK $40,000 / 6 months Did You Know? PARAMOUNT To develop and implement a pilot To sustain the growth and develop- CALIFORNIANS FOR JUSTICE Youth Grants Approved in To provide information technology EDUCATION FUND model to assist low-income students ment of the Posse Los Angeles Community college To support the Career Academy 2004: Communities training, professional certifi cation, in making successful transitions Support Network (CASN) in OAKLAND Program in order to increase students who transfer and college-level credits to low- LOS ANGELES TRANSITION from high school to postsecond- Organizing Resources to demonstrating a new strategy to To support the Campaign for opportunities for urban youth to CORPORATION into the California Advance Learning (CORAL) income youth in pursuit of higher Quality Education, involving youth ary options and/or higher-waged, access and succeed in higher LOS ANGELES increase the number of California State University or education and employment in and parents in Fresno, Long Beach, higher-skilled employment. education. Initative ?For The ACME Network, to students traditionally underrep- technology fi elds. Oakland, San Diego, and San Jose. University of Califor- expand educational and career resented in higher education who $250,000 / 2 years $250,000 / 2 years CATHOLIC CHARITIES $200,000 / 2 years opportunities in arts and anima- meet eligibility requirements $100,000 / 1 year nia systems obtain OF SAN JOSE EASTSIDE COLLEGE SAN JOSE tion for low-income youth in high for University of California and STANFORD UNIVERSITY grade point averages HIGH TECH HIGH PREPARATORY SCHOOL, INC. STANFORD For continued implementation school and college. California State University. CAMPAIGN FOR equal to or higher COMMUNITIES COLLEGE OPPORTUNITY EAST PALO ALTO To design a research study to inform of the Communities Organizing $600,000 / 3 years $500,000 / 30 months SAN DIEGO OAKLAND To support the establishment of the successful transition to and than students who Resources to Advance Learning To support the creation of High To support efforts to provide an Alumni Network for graduates experience in community college enroll as freshmen in (CORAL) Initiative in San Jose. MPR ASSOCIATES, INC. ST. HOPE ACADEMY Tech High Communities, a charter eligible and motivated students the of Eastside College Preparatory for California students, particularly BERKELEY FOUNDATION these institutions. $1,600,000 / 1 year management organization oversee- opportunity to attain a quality edu- School. those from cultural- and linguistic- To improve career and technical SACRAMENTO ing the replication of the High To research and develop a pilot cation within California’s system of $150,000 / 3 years minority backgrounds. FRESNO CORAL, INC. education in California to promote FOUNDATION-ADMINISTERED Tech High small-school model in after-school program at Sacramento higher education. ? FRESNO high school completion and post- $100,000 / 1 year PROJECT California. FULFILLMENT FUND For continued implementation secondary and career transition. High School focused on academic $300,000 / 2 years SAN FRANCISCO LOS ANGELES $400,000 / 2 years achievement and college- and For a Foundation-Administered of the Communities Organizing $200,000 / 6 months THE TOMAS RIVERA career-readiness skills. To support comprehensive Resources to Advance Learning POLICY INSTITUTE Project to research and assess the Did You Know? academic programs and services for KERN HIGH SCHOOL DISTRICT role of philanthropy in supporting (CORAL) Initiative in Fresno. OAKLAND COMMUNITY $25,000 / 4 months LOS ANGELES EDUCATIONAL FOUNDATION Approximately 71 economically disadvantaged and ORGANIZATIONS, INC. To increase understanding among and sustaining California’s college $1,600,000 / 1 year BAKERSFIELD percent of Califor- ethnically diverse students in Los OAKLAND To support the development and policymakers of the critical role outreach and school-to-career To establish education-career Angeles. To engage students, parents, and implementation of an innovative nia’s students precollege academic programs play efforts. NEW VISION PARTNERS, INC. academies at 10 high schools in community leaders in advocating and replicable model of after-school $200,000 / 2 years in promoting equity of access to PASADENA Kern County to academically complete high school $15,471 / 5 years for expanded and academically programming for high school stu- and enrollment in higher education For continued implementation prepare 300 students for admission within four years. MDRC rigorous educational options for dents at Sacramento High. for California’s low-income, of the Communities Organizing to college and careers in the fi eld of For African American NEW YORK, NEW YORK Youth Grants Approved in Oakland’s high-school age youth. minority youth. Resources to Advance Learning education. $300,000 / 3 years and Latino students, To support the California 2004: Campus Diversity (CORAL) Initiative in Pasadena. $900,000 / 3 years $25,000 / 2 years $250,000 / 2 years program of Opening Doors, a Initiative UNIVERSITY OF CALIFORNIA, the completion $1,600,000 / 1 year demonstration project designed to PUENTE LEARNING CENTER RIVERSIDE FOUNDATION ASSOCIATION OF AMERICAN rates are 60 percent help low-income students succeed LOS ANGELES RIVERSIDE COLLEGES AND UNIVERSITIES and 57 percent, in community college as a pathway For the Options for Youth program, To improve student achievement WASHINGTON, D.C. to further education at four-year to support integrated delivery of in secondary mathematics through respectively. To increase participation by universities, better jobs, and academic and career preparation to professional development for California colleges and universities increased civic engagement. low-income youth ages 14 to 24 in teachers. at the AAC&U 2004 Conference, ? $400,000 / 2 years Diversity and Learning: South and East Los Angeles. $150,000 / 2 years Democracy’s Compelling Interest. $100,000 / 1 year $30,000 / 9 months

26 27

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 26-2726-27 77/30/05/30/05 55:09:05:09:05 AMAM EXCELLENT EDUCATION REGENTS OF THE UNIVERSITY WESTED COACHELLA VALLEY OMEGA BOYS CLUB OF WHITTIER EDUCATIONAL FOUNDATION-ADMINISTERED DEVELOPMENT Did You Know? OF CALIFORNIA SAN FRANCISCO EDUCATION FOUNDATION SAN FRANCISCO FOUNDATION PROJECT SANTA MONICA More than a quarter OAKLAND For the Strategic Literacy Initiative, THERMAL SAN FRANCISCO EL CERRITO SAN FRANCISCO To provide business expertise and For the Career Academy Support to increase access to high-level To support the Catch the Dream To support the Omega Leadership For the TechFutures program, to For a Foundation-Administered of California’s resi- new fi nancial models to support Network (CASN) at UC Berkeley’s academic literacy for diverse popu- program, established to promote Academy, an academic program support the implementation of Project to evaluate the Campus existing and emerging charter dents (27 percent) Graduate School of Education, lations of adolescents. a college-going culture within the that promotes high school gradu- the Counseling Wizard, an online Diversity Initiative, assist grantees schools in low-income communities focused on providing supports Coachella Valley. ation, college preparation, and counseling system, throughout the in assessing their own diversity are under the age $750,000 / 3 years in Los Angeles. of 18, and more for the structural transformation $150,000 / 3 years retention. West Contra Costa Unifi ed School needs and efforts, and facilitate of high schools into effective, $200,000 / 2 years District. information-sharing among $125,000 / 1 year than a third (37 Youth Grants Approved in smaller learning environments for THE COMMUNITY $75,000 / 1 year institutions and researchers. 2004: College Knowledge, GATEWAY CITIES percent) are under low-income youth. FOUNDATION POSSE FOUNDATION $458,908 / 1 year Transitions, and Completion PARTNERSHIP, INC. the age of 24. RIVERSIDE NEW YORK, NEW YORK $40,000 / 6 months Did You Know? PARAMOUNT To develop and implement a pilot To sustain the growth and develop- CALIFORNIANS FOR JUSTICE Youth Grants Approved in To provide information technology EDUCATION FUND model to assist low-income students ment of the Posse Los Angeles Community college To support the Career Academy 2004: Communities training, professional certifi cation, in making successful transitions Support Network (CASN) in OAKLAND Program in order to increase students who transfer and college-level credits to low- LOS ANGELES TRANSITION from high school to postsecond- Organizing Resources to demonstrating a new strategy to To support the Campaign for opportunities for urban youth to CORPORATION into the California Advance Learning (CORAL) income youth in pursuit of higher Quality Education, involving youth ary options and/or higher-waged, access and succeed in higher LOS ANGELES increase the number of California State University or education and employment in and parents in Fresno, Long Beach, higher-skilled employment. education. Initative ?For The ACME Network, to students traditionally underrep- technology fi elds. Oakland, San Diego, and San Jose. University of Califor- expand educational and career resented in higher education who $250,000 / 2 years $250,000 / 2 years CATHOLIC CHARITIES $200,000 / 2 years opportunities in arts and anima- meet eligibility requirements $100,000 / 1 year nia systems obtain OF SAN JOSE EASTSIDE COLLEGE SAN JOSE tion for low-income youth in high for University of California and STANFORD UNIVERSITY grade point averages HIGH TECH HIGH PREPARATORY SCHOOL, INC. STANFORD For continued implementation school and college. California State University. CAMPAIGN FOR equal to or higher COMMUNITIES COLLEGE OPPORTUNITY EAST PALO ALTO To design a research study to inform of the Communities Organizing $600,000 / 3 years $500,000 / 30 months SAN DIEGO OAKLAND To support the establishment of the successful transition to and than students who Resources to Advance Learning To support the creation of High To support efforts to provide an Alumni Network for graduates experience in community college enroll as freshmen in (CORAL) Initiative in San Jose. MPR ASSOCIATES, INC. ST. HOPE ACADEMY Tech High Communities, a charter eligible and motivated students the of Eastside College Preparatory for California students, particularly BERKELEY FOUNDATION these institutions. $1,600,000 / 1 year management organization oversee- opportunity to attain a quality edu- School. those from cultural- and linguistic- To improve career and technical SACRAMENTO ing the replication of the High To research and develop a pilot cation within California’s system of $150,000 / 3 years minority backgrounds. FRESNO CORAL, INC. education in California to promote FOUNDATION-ADMINISTERED Tech High small-school model in after-school program at Sacramento higher education. ? FRESNO high school completion and post- $100,000 / 1 year PROJECT California. FULFILLMENT FUND For continued implementation secondary and career transition. High School focused on academic $300,000 / 2 years SAN FRANCISCO LOS ANGELES $400,000 / 2 years achievement and college- and For a Foundation-Administered of the Communities Organizing $200,000 / 6 months THE TOMAS RIVERA career-readiness skills. To support comprehensive Resources to Advance Learning POLICY INSTITUTE Project to research and assess the Did You Know? academic programs and services for KERN HIGH SCHOOL DISTRICT role of philanthropy in supporting (CORAL) Initiative in Fresno. OAKLAND COMMUNITY $25,000 / 4 months LOS ANGELES EDUCATIONAL FOUNDATION Approximately 71 economically disadvantaged and ORGANIZATIONS, INC. To increase understanding among and sustaining California’s college $1,600,000 / 1 year BAKERSFIELD percent of Califor- ethnically diverse students in Los OAKLAND To support the development and policymakers of the critical role outreach and school-to-career To establish education-career Angeles. To engage students, parents, and implementation of an innovative nia’s students precollege academic programs play efforts. NEW VISION PARTNERS, INC. academies at 10 high schools in community leaders in advocating and replicable model of after-school $200,000 / 2 years in promoting equity of access to PASADENA Kern County to academically complete high school $15,471 / 5 years for expanded and academically programming for high school stu- and enrollment in higher education For continued implementation prepare 300 students for admission within four years. MDRC rigorous educational options for dents at Sacramento High. for California’s low-income, of the Communities Organizing to college and careers in the fi eld of For African American NEW YORK, NEW YORK Youth Grants Approved in Oakland’s high-school age youth. minority youth. Resources to Advance Learning education. $300,000 / 3 years and Latino students, To support the California 2004: Campus Diversity (CORAL) Initiative in Pasadena. $900,000 / 3 years $25,000 / 2 years $250,000 / 2 years program of Opening Doors, a Initiative UNIVERSITY OF CALIFORNIA, the completion $1,600,000 / 1 year demonstration project designed to PUENTE LEARNING CENTER RIVERSIDE FOUNDATION ASSOCIATION OF AMERICAN rates are 60 percent help low-income students succeed LOS ANGELES RIVERSIDE COLLEGES AND UNIVERSITIES and 57 percent, in community college as a pathway For the Options for Youth program, To improve student achievement WASHINGTON, D.C. to further education at four-year to support integrated delivery of in secondary mathematics through respectively. To increase participation by universities, better jobs, and academic and career preparation to professional development for California colleges and universities increased civic engagement. low-income youth ages 14 to 24 in teachers. at the AAC&U 2004 Conference, ? $400,000 / 2 years Diversity and Learning: South and East Los Angeles. $150,000 / 2 years Democracy’s Compelling Interest. $100,000 / 1 year $30,000 / 9 months

26 27

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 26-2726-27 77/30/05/30/05 55:09:05:09:05 AMAM PUBLIC PRIVATE VENTURES FOUNDATION-ADMINISTERED CHARLES AND HELEN SCHWAB CROSS- FRESNO REGIONAL SPECIAL STANFORD UNIVERSITY PHILADELPHIA, PENNSYLVANIA PROJECT FOUNDATION Did You Know? PROGRAM FOUNDATION OPPORTUNITIES STANFORD To begin work, and to plan future SAN FRANCISCO SAN MATEO California’s 109 FRESNO Toward The James Irvine work, as Intermediary Organization For a Foundation-Administered To support education, economic, The Foundation allocates a To support a strategic planning The Foundation’s Special Foundation Undergraduate community colleges and Evaluator for the Communities Project to support activities related and career development services limited portion of its grant- process for the Fresno Regional Opportunities Fund exists to Scholarship Fund, for low-income Organizing Resources to Advance to the management transition of of the Emancipated Foster Youth serve more than making budget to fund projects Foundation and to provide respond to compelling one-time California students. the Communities Organizing Initiative to improve outcomes for that relate to the goals of two capacity-building support to the opportunities consistent with our Learning (CORAL) Initiative in 2.5 million students $340,000 / 1 year California. Resources to Advance Learning low-income youth and young adults and represent the or more program areas, or Nonprofi t Advancement Center. mission, charter, and history. (CORAL) Initiative. transitioning out of foster care. that relate to the Foundation’s The Fund allows the Founda- $150,000 / 3 years largest system of $100,000 / 8 months To establish The James Irvine $23,543 / 1 year $500,000 / 2 years interests in its priority regions tion to maintain fl exibility in Foundation Fund for Social higher education in To improve the quality and of the Central Valley, Inland PUBLIC POLICY grantmaking activity while Innovation. EDSOURCE, INC. the world. ASSOCIATES, INC. effectiveness of the after-school pro- Youth Grants Approved in Empire (Riverside and San focusing the majority of Irvine’s $300,000 / 1 year PALO ALTO LANSING, MICHIGAN gramming in the fi ve cities of the 2004: Special Projects Bernardino counties), and Los resources on a set of targeted For core operating support of To evaluate the effectiveness of Communities Organizing Resourc- Angeles County. strategies and priorities under THE CALIFORNIA CENTER ACTION AGAINST CRIME AND EdSource’s programs, which the leadership programs, regranting es to Advance Learning (CORAL) WILLIAMS GROUP its three core programs. SACRAMENTO VIOLENCE EDUCATION FUND provide independent, nonpartisan THE COMMUNITY activities, and regional capacity- Initiative in California through the GRAND RAPIDS, MICHIGAN To support core operations of OAKLAND information on California’s public FOUNDATION building efforts offered by the ORANGE COUNTY provision of management, technical To develop a plan to disseminate California Journal magazine, For policy development and public education system. RIVERSIDE Great Valley Center. PERFORMING ARTS CENTER assistance, communications, and evaluation fi ndings and lessons providing citizens and policy- education efforts aimed at expand- ? To support organizational growth, COSTA MESA $60,000 / 4 months evaluation services. $400,000 / 2 years from the Museum Youth Initiative makers with nonpartisan, reliable ing after-school opportunities for outreach, and asset-building in To support the construction of a reporting on California $1,500,000 / 15 months in California. Riverside and San Bernardino high school students. RESOURCE CENTER FOR new facility and the expansion of MDRC government and politics. $25,000 / 4 months counties. arts education programming. $250,000 / 2 years NEW YORK, NEW YORK NONPROFIT MANAGEMENT SACRAMENTO $150,000 / 1 year For a series of conferences and $425,000 / 2 years MORENO VALLEY $3,000,000 / 2 years CHILDREN’S HOME CALIFORNIA CHARTER To disseminate evaluation fi nd- For core support during a process SACRAMENTO publication of a research synthesis CAUSE COMMUNICATIONS SCHOOL CONSORTIUM focused on promoting the use of ings and lessons from the Museum COMPASSPOINT NONPROFIT of executive transition and business SAN FRANCISCO SYMPHONY For continued implementation SANTA MONICA LOS ANGELES evidence-based research in shap- Youth Initiative in California. SERVICES planning. SAN FRANCISCO of the Communities Organizing To support publication of a toolkit For core support, including SAN FRANCISCO ing high school policy reform and $60,000 / 6 months $50,000 / 9 months To support planning and imple- Resources to Advance Learning on nonprofi t branding and strategic capacity-building activities for To support an executive transition mentation of education and (CORAL) Initiative in Sacramento. practice in California. and business planning process for communications, with outreach to the youth, teachers, leaders, and FOUNDATION-ADMINISTERED FOUNDATION-ADMINISTERED community engagement programs $1,600,000 / 1 year $200,000 / 2 years California-based organizations. communities associated with PROJECT the Resource Center for Nonprofi t PROJECT in California in connection with California’s charter high schools. SAN FRANCISCO Management in Riverside. SAN FRANCISCO the multimedia initiative, Keeping $75,000 / 1 year SRI INTERNATIONAL PUBLIC EDUCATION For a Foundation-Administered $50,000 / 9 months For a Foundation-Administered Score: MTT on Music. MENLO PARK $200,000 / 2 years NETWORK, INC. WASHINGTON, D.C. Project to support technical Project to hire a consultant to assist To complete the 2003-04 evaluation $1,650,000 / 42 months To build a public record of citizen assistance, networking, evaluation, the Fresno Regional Foundation in of the Communities Organizing Did You Know? Did You Know? and dissemination activities of voices on the impact the No Child a strategic planning process. GREAT VALLEY CENTER, INC. Resources to Advance Learning Six of the 10 largest Students with four Left Behind Act has had on youth, the Museum Youth Initiative. MODESTO (CORAL) Initiative. $6,176 / 6 months school districts in public schools, and communities $95,365 / 1 year years of arts courses To support the organization in $12,000 / 2 years California graduate throughout California. score higher on implementing its strategic plan and developing diversifi ed funding YOUNG MEN’S CHRISTIAN less than half their $120,000 / 8 months SAT exams than sources, and to continue to provide ASSOCIATION OF students without an Latino students on useful, credible, and sophisticated GREATER LONG BEACH REGENTS OF THE arts education. In LONG BEACH time: Los Angeles, UNIVERSITY OF CALIFORNIA policy analysis on issues affecting For continued implementation San Diego, Fresno, OAKLAND 1995, for example, the Central Valley. of the Communities Organizing Oakland, Sacra- To support Policy Analysis for SAT verbal scores $1,200,000 / 1 year California Education for a series of Resources to Advance Learning mento City, and San averaged 59 points (CORAL) Initiative in Long Beach. seminars and publications pre- For a strategic and business plan- Bernardino City. senting nonpartisan research and higher and math $1,600,000 / 1 year ning process to maximize organiza- analysis to inform legislators and scores averaged tional impact and sustainability. their staff of key issues in California 44 points higher for $150,000 / 4 months education policy. ? ?students with course $120,000 / 18 months work in the arts.

28 29

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 28-2928-29 77/30/05/30/05 55:09:06:09:06 AMAM PUBLIC PRIVATE VENTURES FOUNDATION-ADMINISTERED CHARLES AND HELEN SCHWAB CROSS- FRESNO REGIONAL SPECIAL STANFORD UNIVERSITY PHILADELPHIA, PENNSYLVANIA PROJECT FOUNDATION Did You Know? PROGRAM FOUNDATION OPPORTUNITIES STANFORD To begin work, and to plan future SAN FRANCISCO SAN MATEO California’s 109 FRESNO Toward The James Irvine work, as Intermediary Organization For a Foundation-Administered To support education, economic, The Foundation allocates a To support a strategic planning The Foundation’s Special Foundation Undergraduate community colleges and Evaluator for the Communities Project to support activities related and career development services limited portion of its grant- process for the Fresno Regional Opportunities Fund exists to Scholarship Fund, for low-income Organizing Resources to Advance to the management transition of of the Emancipated Foster Youth serve more than making budget to fund projects Foundation and to provide respond to compelling one-time California students. the Communities Organizing Initiative to improve outcomes for that relate to the goals of two capacity-building support to the opportunities consistent with our Learning (CORAL) Initiative in 2.5 million students $340,000 / 1 year California. Resources to Advance Learning low-income youth and young adults and represent the or more program areas, or Nonprofi t Advancement Center. mission, charter, and history. (CORAL) Initiative. transitioning out of foster care. that relate to the Foundation’s The Fund allows the Founda- $150,000 / 3 years largest system of $100,000 / 8 months To establish The James Irvine $23,543 / 1 year $500,000 / 2 years interests in its priority regions tion to maintain fl exibility in Foundation Fund for Social higher education in To improve the quality and of the Central Valley, Inland PUBLIC POLICY grantmaking activity while Innovation. EDSOURCE, INC. the world. ASSOCIATES, INC. effectiveness of the after-school pro- Youth Grants Approved in Empire (Riverside and San focusing the majority of Irvine’s $300,000 / 1 year PALO ALTO LANSING, MICHIGAN gramming in the fi ve cities of the 2004: Special Projects Bernardino counties), and Los resources on a set of targeted For core operating support of To evaluate the effectiveness of Communities Organizing Resourc- Angeles County. strategies and priorities under THE CALIFORNIA CENTER ACTION AGAINST CRIME AND EdSource’s programs, which the leadership programs, regranting es to Advance Learning (CORAL) WILLIAMS GROUP its three core programs. SACRAMENTO VIOLENCE EDUCATION FUND provide independent, nonpartisan THE COMMUNITY activities, and regional capacity- Initiative in California through the GRAND RAPIDS, MICHIGAN To support core operations of OAKLAND information on California’s public FOUNDATION building efforts offered by the ORANGE COUNTY provision of management, technical To develop a plan to disseminate California Journal magazine, For policy development and public education system. RIVERSIDE Great Valley Center. PERFORMING ARTS CENTER assistance, communications, and evaluation fi ndings and lessons providing citizens and policy- education efforts aimed at expand- ? To support organizational growth, COSTA MESA $60,000 / 4 months evaluation services. $400,000 / 2 years from the Museum Youth Initiative makers with nonpartisan, reliable ing after-school opportunities for outreach, and asset-building in To support the construction of a reporting on California $1,500,000 / 15 months in California. Riverside and San Bernardino high school students. RESOURCE CENTER FOR new facility and the expansion of MDRC government and politics. $25,000 / 4 months counties. arts education programming. $250,000 / 2 years NEW YORK, NEW YORK NONPROFIT MANAGEMENT SACRAMENTO $150,000 / 1 year For a series of conferences and $425,000 / 2 years MORENO VALLEY $3,000,000 / 2 years CHILDREN’S HOME CALIFORNIA CHARTER To disseminate evaluation fi nd- For core support during a process SACRAMENTO publication of a research synthesis CAUSE COMMUNICATIONS SCHOOL CONSORTIUM focused on promoting the use of ings and lessons from the Museum COMPASSPOINT NONPROFIT of executive transition and business SAN FRANCISCO SYMPHONY For continued implementation SANTA MONICA LOS ANGELES evidence-based research in shap- Youth Initiative in California. SERVICES planning. SAN FRANCISCO of the Communities Organizing To support publication of a toolkit For core support, including SAN FRANCISCO ing high school policy reform and $60,000 / 6 months $50,000 / 9 months To support planning and imple- Resources to Advance Learning on nonprofi t branding and strategic capacity-building activities for To support an executive transition mentation of education and (CORAL) Initiative in Sacramento. practice in California. and business planning process for communications, with outreach to the youth, teachers, leaders, and FOUNDATION-ADMINISTERED FOUNDATION-ADMINISTERED community engagement programs $1,600,000 / 1 year $200,000 / 2 years California-based organizations. communities associated with PROJECT the Resource Center for Nonprofi t PROJECT in California in connection with California’s charter high schools. SAN FRANCISCO Management in Riverside. SAN FRANCISCO the multimedia initiative, Keeping $75,000 / 1 year SRI INTERNATIONAL PUBLIC EDUCATION For a Foundation-Administered $50,000 / 9 months For a Foundation-Administered Score: MTT on Music. MENLO PARK $200,000 / 2 years NETWORK, INC. WASHINGTON, D.C. Project to support technical Project to hire a consultant to assist To complete the 2003-04 evaluation $1,650,000 / 42 months To build a public record of citizen assistance, networking, evaluation, the Fresno Regional Foundation in of the Communities Organizing Did You Know? Did You Know? and dissemination activities of voices on the impact the No Child a strategic planning process. GREAT VALLEY CENTER, INC. Resources to Advance Learning Six of the 10 largest Students with four Left Behind Act has had on youth, the Museum Youth Initiative. MODESTO (CORAL) Initiative. $6,176 / 6 months school districts in public schools, and communities $95,365 / 1 year years of arts courses To support the organization in $12,000 / 2 years California graduate throughout California. score higher on implementing its strategic plan and developing diversifi ed funding YOUNG MEN’S CHRISTIAN less than half their $120,000 / 8 months SAT exams than sources, and to continue to provide ASSOCIATION OF students without an Latino students on useful, credible, and sophisticated GREATER LONG BEACH REGENTS OF THE arts education. In LONG BEACH time: Los Angeles, UNIVERSITY OF CALIFORNIA policy analysis on issues affecting For continued implementation San Diego, Fresno, OAKLAND 1995, for example, the Central Valley. of the Communities Organizing Oakland, Sacra- To support Policy Analysis for SAT verbal scores $1,200,000 / 1 year California Education for a series of Resources to Advance Learning mento City, and San averaged 59 points (CORAL) Initiative in Long Beach. seminars and publications pre- For a strategic and business plan- Bernardino City. senting nonpartisan research and higher and math $1,600,000 / 1 year ning process to maximize organiza- analysis to inform legislators and scores averaged tional impact and sustainability. their staff of key issues in California 44 points higher for $150,000 / 4 months education policy. ? ?students with course $120,000 / 18 months work in the arts.

28 29

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 28-2928-29 77/30/05/30/05 55:09:06:09:06 AMAM UNITED WAY SILICON VALLEY SAN LUIS OBISPO COUNTY Irvine’s original grants to these Inland Cities Harmony Express Did You Know? SAN JOSE COMMUNITY FOUNDATION intermediary organizations Chorus To support a collaborative effort to SAN LUIS OBISPO REGRANTING California continues might have been awarded in Inland Dance Theatre, Inc. develop a 2-1-1 telephone-based To engage in partnership discus- to have the second a previous year. We present information and referral service, sions with two United Way afﬁ li- The Foundation seeks to extend Mojave River Valley Museum in this section regranting of highest ratio of K-12 directing Californians on how to ates, in order to more effectively Association Irvine dollars that took place public school stu- locate and access health and human coordinate philanthropic resources the reach and effectiveness of in 2004. Regranting totals for Moreno Valley Master Chorale dents per teacher services. and address the health and human services needs of San Luis Obispo each intermediary organization Morongo Basin Cultural Arts $75,000 / 1 year its grantmaking by tapping the of any state – about County. have been rounded to the Council 20.9 students to one nearest $1,000. WOMEN’S FOUNDATION OF $35,000 / 8 months expertise, local knowledge, and Music Heritage, Inc. CALIFORNIA teacher, compared to THE COMMUNITY SAN FRANCISCO Raincross Chorale the U.S. average of CHICANA / LATINA infrastructure of intermediary FOUNDATION SERVING To conduct a series of statewide FOUNDATION 16.1 to one. RIVERSIDE AND Redlands Art Association Listening Sessions, in order to BURLINGAME SAN BERNARDINO COUNTIES organizations that regrant Irvine Riverside African-American gather information, deepen To develop a leadership perfor- (WILDFIRE RELIEF GRANT) Historical Society CHRONICLE SEASON understanding, and build new mance review process, to clarify $71,000 OF SHARING FUND partnerships that will inform the board and staff roles and respon- dollars to smaller organizations. Family Service Agency ?SAN FRANCISCO sibilities for leadership, and to organization’s strategic planning Legal Aid of San Bernardino Did You Know? To support the 2004-05 Season of process. integrate these roles into the The use of intermediary organiza- California community Sharing Fund campaign. organization’s strategic plan. Lutheran Social Services of $50,000 / 1 year Southern California foundations are $75,000 / 1 year $8,500 / 6 months tions allows Irvine to reach a stewards of more PACIFIC NEWS SERVICE Mary’s Mercy Center/Mary’s Table INDEPENDENT SECTOR SAN FRANCISCO more diverse group of grantee than $4 billion in Operation Provider WASHINGTON, D.C. For strategic planning. charitable assets. For California activities related to Rim Family Services $40,000 / 7 months organizations and, as a result, the work of an independent They distribute more Volunteer Center of the Inland national panel that will consider and than $500 million HISPANICS IN PHILANTHROPY more effectively advance our goals. Empire recommend actions to strengthen SAN FRANCISCO each year to commu- good governance, ethical conduct, To support strategic communi- nity-based organiza- THE COMMUNITY and effective practice of public cations projects that increase FOUNDATION SERVING tions across a wide charities and private foundations. philanthropic support to Latino RIVERSIDE AND range of focus areas. $75,000 / 10 months nonproﬁ ts. SAN BERNARDINO COUNTIES $35,000 / 1 year (ARTS BUILD CAPACITY) $170,000 ?Riverside Arts Council Arts Council for San Bernardino Did You Know? Riverside Children’s Theatre County Los Angeles County Riverside Community Arts Arts Council of Big Bear County has the largest Association Ballet Folklorico de Riverside number of people Riverside Community Master living in poverty of Beachworks Theatre/ Chorale Performance Loft any metropolitan Riverside Dickens Festival Chaffey Communities Cultural area in the country: Shenanigans Youth Theatre Group Center 1.68 milllion people (18 percent) in Los Coachella Valley Arts Alliance Angeles County live Community Arts Theatre (CATS) below the federal Dorland Mountain Arts poverty level. Colony, Inc. Hmong Archives & Culture Center ? Idyllwild Master Chorale Inland Chorale Music Education, Inc.

30 31

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 30-3130-31 77/30/05/30/05 55:09:06:09:06 AMAM UNITED WAY SILICON VALLEY SAN LUIS OBISPO COUNTY Irvine’s original grants to these Inland Cities Harmony Express Did You Know? SAN JOSE COMMUNITY FOUNDATION intermediary organizations Chorus To support a collaborative effort to SAN LUIS OBISPO REGRANTING California continues might have been awarded in Inland Dance Theatre, Inc. develop a 2-1-1 telephone-based To engage in partnership discus- to have the second a previous year. We present information and referral service, sions with two United Way afﬁ li- The Foundation seeks to extend Mojave River Valley Museum in this section regranting of highest ratio of K-12 directing Californians on how to ates, in order to more effectively Association Irvine dollars that took place public school stu- locate and access health and human coordinate philanthropic resources the reach and effectiveness of in 2004. Regranting totals for Moreno Valley Master Chorale dents per teacher services. and address the health and human services needs of San Luis Obispo each intermediary organization Morongo Basin Cultural Arts $75,000 / 1 year its grantmaking by tapping the of any state – about County. have been rounded to the Council 20.9 students to one nearest $1,000. WOMEN’S FOUNDATION OF $35,000 / 8 months expertise, local knowledge, and Music Heritage, Inc. CALIFORNIA teacher, compared to THE COMMUNITY SAN FRANCISCO Raincross Chorale the U.S. average of CHICANA / LATINA infrastructure of intermediary FOUNDATION SERVING To conduct a series of statewide FOUNDATION 16.1 to one. RIVERSIDE AND Redlands Art Association Listening Sessions, in order to BURLINGAME SAN BERNARDINO COUNTIES organizations that regrant Irvine Riverside African-American gather information, deepen To develop a leadership perfor- (WILDFIRE RELIEF GRANT) Historical Society CHRONICLE SEASON understanding, and build new mance review process, to clarify $71,000 OF SHARING FUND partnerships that will inform the board and staff roles and respon- dollars to smaller organizations. Family Service Agency ?SAN FRANCISCO sibilities for leadership, and to organization’s strategic planning Legal Aid of San Bernardino Did You Know? To support the 2004-05 Season of process. integrate these roles into the The use of intermediary organiza- California community Sharing Fund campaign. organization’s strategic plan. Lutheran Social Services of $50,000 / 1 year Southern California foundations are $75,000 / 1 year $8,500 / 6 months tions allows Irvine to reach a stewards of more PACIFIC NEWS SERVICE Mary’s Mercy Center/Mary’s Table INDEPENDENT SECTOR SAN FRANCISCO more diverse group of grantee than $4 billion in Operation Provider WASHINGTON, D.C. For strategic planning. charitable assets. For California activities related to Rim Family Services $40,000 / 7 months organizations and, as a result, the work of an independent They distribute more Volunteer Center of the Inland national panel that will consider and than $500 million HISPANICS IN PHILANTHROPY more effectively advance our goals. Empire recommend actions to strengthen SAN FRANCISCO each year to commu- good governance, ethical conduct, To support strategic communi- nity-based organiza- THE COMMUNITY and effective practice of public cations projects that increase FOUNDATION SERVING tions across a wide charities and private foundations. philanthropic support to Latino RIVERSIDE AND range of focus areas. $75,000 / 10 months nonproﬁ ts. SAN BERNARDINO COUNTIES $35,000 / 1 year (ARTS BUILD CAPACITY) $170,000 ?Riverside Arts Council Arts Council for San Bernardino Did You Know? Riverside Children’s Theatre County Los Angeles County Riverside Community Arts Arts Council of Big Bear County has the largest Association Ballet Folklorico de Riverside number of people Riverside Community Master living in poverty of Beachworks Theatre/ Chorale Performance Loft any metropolitan Riverside Dickens Festival Chaffey Communities Cultural area in the country: Shenanigans Youth Theatre Group Center 1.68 milllion people (18 percent) in Los Coachella Valley Arts Alliance Angeles County live Community Arts Theatre (CATS) below the federal Dorland Mountain Arts poverty level. Colony, Inc. Hmong Archives & Culture Center ? Idyllwild Master Chorale Inland Chorale Music Education, Inc.

30 31

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 30-3130-31 77/30/05/30/05 55:09:06:09:06 AMAM Temecula Valley Art League Khmer Arts Academy Citizens Who Care Parents, Families and Friends of LIBERTY HILL FOUNDATION NEW VISION PARTNERS Flyaway Productions Lesbians and Gays (FUND FOR A $1,018,000 Did You Know? Temecula Vintage Singers La Pena Cultural Center City of Modesto Parks Recreation FoolsFURY NEW LOS ANGELES) Bridging Resources in Technology and Neighborhood Department Radio Bilingue, Inc. The Inland Empire, The Institute for Languages & Los Cenzontles Mexican Arts $650,000 and Education Fua Dia Congo comprising Riverside Culture Center City of Parlier Roosevelt School of the Arts Association of Community Hillsides Altadena Family Center Funsch Dance Experience Organizations for Reform Now and San Bernardino Twentynine Palms Artists Guild Mindanao Lilang-Lilang City of Reedley Sacramento Area Congregations New Vision Partners-Jefferson Site counties, is home Golden Thread Productions Together Bus Riders Union Victor Valley Community Concert Oakland Interfaith Gospel Choir City of Turlock-Arts Commission Neighbors Acting Together to 10 percent of Hagen & Simone Association Sacramento River Conservation Californians for Justice Education Oriki Theater Coalinga Huron Avenal House Helping All Area Forum Fund California’s popula- Impact Theatre Windsong Southland Chorale Persian American Cultural Center California State University Chico – Neighborhood Urban Family tion but receives only Sacramento River Preservation Clergy and Laity United for Lobster Theater Project College of Business Center Stone Soup Fresno Trust Economic Justice about one percent FRESNO COMMUNITIES Lower Bottom Playaz Community Alliance with Family Sierra Madre Elementary School ORGANIZING RESOURCES TO Voice of Roma Coalition for Economic Survival of the state’s philan- Sacramento Valley Organizing Lunatique Fantastique ADVANCE LEARNING (CORAL) Farmers Parent-Teachers Association Community Coalition for Humane Immigrant thropic resources. $58,000 Corcoran Uniﬁ ed School District Students and Tutors Achieving Real Natya GREAT VALLEY CENTER Sierra Economic Development Rights of Los Angeles Adam Grant Music Ministries Success (LEGACI GRANT PROGRAM) County of Glenn SACRAMENTO VALLEY Oakland Public Theatre District Coalition L.A. Encourage Tomorrow $457,000 Sycamores Family Resource Center ORGANIZING COMMUNITY Delhi Chamber of Commerce Pear Avenue Theatre Alliance for Nonproﬁ t Development Sunshine Kids Club of California Community Coalition ?(CENTRAL VALLEY PARTNER- One by One Leadership SHIP FOR CITIZENSHIP) Delta Resource Conservation and Sustainable Conservation Porchlight Theatre Company Arbuckle Revitalization Committee Families to Amend California’s PACIFIC INSTITUTE FOR $116,000 Scoutreach (Boy Scouts of America, Development Council Three Strikes COMMUNITY ORGANIZATION Rebecca Salzer Dance Theater Sequoia Council) Boys & Girls Club of Stockton Tulare Cultural Arts Foundation California Rural Legal Assistance, Family Networkings (VOTER DEVELOPMENT Garment Worker Center Inc. Run For Your Life! It’s a dance Tree Fresno California State University Chico Tuleyome PROJECT) company Research Foundation for North Fresno County Economic $340,000 Central Valley Partnership United Iu-Mien Community Inquilinos Unidos State Renewable Energy Opportunities Commission Community Voice L.A. Scott Wells Dancers FUND FOR FOLK CULTURE Civic Action Network Valley Public Radio Instituto de Educacion Popular del (CALIFORNIA TRADITIONAL Fresno Covenant Foundation Congregations Building Community California State University Fresno Sur de California El Colegio Popular Second Wind Productions ARTS ADVANCEMENT Valley Vision Healthy House with a Match Greater Long Beach Interfaith PROGRAM) California State University Fresno Korean Immigrant Workers Immigrant Legal Resource Center Shee Theatre Company Coalition Yolo County Arts Council $128,000 Foundation Center for Irrigation Advocates Community Organization North Valley Sponsoring Committee Smith/Wymore Disappearing Acts American Bosnia and Herzegovina Technology Heidrick Agricultural History Yuba College Korean Resource Center Hollywood Interfaith Sponsoring Organization Relational Culture Institute Stepology California State University Center Committee Los Angeles Coalition to End Arhoolie Foundation Stanislaus Home Help for Hispanic Mothers HUMBOLDT AREA San Joaquin Valley Coalition Takami & Toumei MoBu Dance Hunger and Homelessness Inland Congregations United for FOUNDATION (NATIVE Group Association for the Advancement of Center for Human Services Imagine U Children’s Museum Change Youth in Focus CULTURES FUND GRANTS) Los Angeles Community Action Filipino American Arts & Culture Tango a Media Luz/Khadra Inter- Center for Land-based Learning $94,000 Network North Valley Sponsoring Committee Institute for Ecological Health national Dance Theatre/Ensambles California Indian Basketweavers American Indian Cultural Resource THEATRE BAY AREA Center of Four Generations of JPR Foundation Los Angeles Metropolitan People and Congregations Ballet Folklorico de San Francisco Association Center, Inc. (CA$H PROGRAM) Elders and Youth Churches Together – Stockton Kern County Network for Children $118,000 The Foundry Cambodian Community Cultural Bishop Paiutte Tribe Central California Art Association Parents Organized for Westside Relational Cultural Institute – African-American Shakespeare Center KNXT Channel 49 The Un-Scripted Theater Company California Indian Basketweavers Renewal Fresno Company Central Valley Business Incubator City of San Fernando KVIE-TV Channel 6 Association Wilde Irish Productions Santa Monicans Allied for Sacramento Area Congregations Alayo Dance Company Madera Coalition for Community HSU Sponsored Programs Responsible Tourism Together Woman’s Will Door Dog Music Productions Did You Know? AlchemyWorks Justice Foundation Strategic Actions for a Just Ektaa Center The nine counties Big Moves Bay Area Marselle Burrows of the San Francisco Merced Lao Family Community Economy Hmong Association of Long Beach Cutting Ball Theater Middle Mountain Foundation Mutsun Language Foundation Strategic Concepts in Organizing & Ink People Center for the Arts Bay Area and the Policy Education Dandelion Dancetheater coastal counties of Northern California World Trade Quartz Valley Indian Tribe Karuk Tribe of California, Center UCLA Center for Labor Research Epiphany Productions Pa Araaras Aachip (The People’s Southern California School of Performing Arts & and Education Center) together hold 95 Cultural Education Fellow Travelers Performance Group percent of the Seventh Generation Fund – The Youth Organizing Communities/ InnerCity Struggle assets of California’s Tupippuh Homeland Project First Seen foundations. Tolowa Nee-dash Society

West Point School 32 ? 33

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 32-3332-33 77/30/05/30/05 55:09:07:09:07 AMAM Temecula Valley Art League Khmer Arts Academy Citizens Who Care Parents, Families and Friends of LIBERTY HILL FOUNDATION NEW VISION PARTNERS Flyaway Productions Lesbians and Gays (FUND FOR A $1,018,000 Did You Know? Temecula Vintage Singers La Pena Cultural Center City of Modesto Parks Recreation FoolsFURY NEW LOS ANGELES) Bridging Resources in Technology and Neighborhood Department Radio Bilingue, Inc. The Inland Empire, The Institute for Languages & Los Cenzontles Mexican Arts $650,000 and Education Fua Dia Congo comprising Riverside Culture Center City of Parlier Roosevelt School of the Arts Association of Community Hillsides Altadena Family Center Funsch Dance Experience Organizations for Reform Now and San Bernardino Twentynine Palms Artists Guild Mindanao Lilang-Lilang City of Reedley Sacramento Area Congregations New Vision Partners-Jefferson Site counties, is home Golden Thread Productions Together Bus Riders Union Victor Valley Community Concert Oakland Interfaith Gospel Choir City of Turlock-Arts Commission Neighbors Acting Together to 10 percent of Hagen & Simone Association Sacramento River Conservation Californians for Justice Education Oriki Theater Coalinga Huron Avenal House Helping All Area Forum Fund California’s popula- Impact Theatre Windsong Southland Chorale Persian American Cultural Center California State University Chico – Neighborhood Urban Family tion but receives only Sacramento River Preservation Clergy and Laity United for Lobster Theater Project College of Business Center Stone Soup Fresno Trust Economic Justice about one percent FRESNO COMMUNITIES Lower Bottom Playaz Community Alliance with Family Sierra Madre Elementary School ORGANIZING RESOURCES TO Voice of Roma Coalition for Economic Survival of the state’s philan- Sacramento Valley Organizing Lunatique Fantastique ADVANCE LEARNING (CORAL) Farmers Parent-Teachers Association Community Coalition for Humane Immigrant thropic resources. $58,000 Corcoran Uniﬁ ed School District Students and Tutors Achieving Real Natya GREAT VALLEY CENTER Sierra Economic Development Rights of Los Angeles Adam Grant Music Ministries Success (LEGACI GRANT PROGRAM) County of Glenn SACRAMENTO VALLEY Oakland Public Theatre District Coalition L.A. Encourage Tomorrow $457,000 Sycamores Family Resource Center ORGANIZING COMMUNITY Delhi Chamber of Commerce Pear Avenue Theatre Alliance for Nonproﬁ t Development Sunshine Kids Club of California Community Coalition ?(CENTRAL VALLEY PARTNER- One by One Leadership SHIP FOR CITIZENSHIP) Delta Resource Conservation and Sustainable Conservation Porchlight Theatre Company Arbuckle Revitalization Committee Families to Amend California’s PACIFIC INSTITUTE FOR $116,000 Scoutreach (Boy Scouts of America, Development Council Three Strikes COMMUNITY ORGANIZATION Rebecca Salzer Dance Theater Sequoia Council) Boys & Girls Club of Stockton Tulare Cultural Arts Foundation California Rural Legal Assistance, Family Networkings (VOTER DEVELOPMENT Garment Worker Center Inc. Run For Your Life! It’s a dance Tree Fresno California State University Chico Tuleyome PROJECT) company Research Foundation for North Fresno County Economic $340,000 Central Valley Partnership United Iu-Mien Community Inquilinos Unidos State Renewable Energy Opportunities Commission Community Voice L.A. Scott Wells Dancers FUND FOR FOLK CULTURE Civic Action Network Valley Public Radio Instituto de Educacion Popular del (CALIFORNIA TRADITIONAL Fresno Covenant Foundation Congregations Building Community California State University Fresno Sur de California El Colegio Popular Second Wind Productions ARTS ADVANCEMENT Valley Vision Healthy House with a Match Greater Long Beach Interfaith PROGRAM) California State University Fresno Korean Immigrant Workers Immigrant Legal Resource Center Shee Theatre Company Coalition Yolo County Arts Council $128,000 Foundation Center for Irrigation Advocates Community Organization North Valley Sponsoring Committee Smith/Wymore Disappearing Acts American Bosnia and Herzegovina Technology Heidrick Agricultural History Yuba College Korean Resource Center Hollywood Interfaith Sponsoring Organization Relational Culture Institute Stepology California State University Center Committee Los Angeles Coalition to End Arhoolie Foundation Stanislaus Home Help for Hispanic Mothers HUMBOLDT AREA San Joaquin Valley Coalition Takami & Toumei MoBu Dance Hunger and Homelessness Inland Congregations United for FOUNDATION (NATIVE Group Association for the Advancement of Center for Human Services Imagine U Children’s Museum Change Youth in Focus CULTURES FUND GRANTS) Los Angeles Community Action Filipino American Arts & Culture Tango a Media Luz/Khadra Inter- Center for Land-based Learning $94,000 Network North Valley Sponsoring Committee Institute for Ecological Health national Dance Theatre/Ensambles California Indian Basketweavers American Indian Cultural Resource THEATRE BAY AREA Center of Four Generations of JPR Foundation Los Angeles Metropolitan People and Congregations Ballet Folklorico de San Francisco Association Center, Inc. (CA$H PROGRAM) Elders and Youth Churches Together – Stockton Kern County Network for Children $118,000 The Foundry Cambodian Community Cultural Bishop Paiutte Tribe Central California Art Association Parents Organized for Westside Relational Cultural Institute – African-American Shakespeare Center KNXT Channel 49 The Un-Scripted Theater Company California Indian Basketweavers Renewal Fresno Company Central Valley Business Incubator City of San Fernando KVIE-TV Channel 6 Association Wilde Irish Productions Santa Monicans Allied for Sacramento Area Congregations Alayo Dance Company Madera Coalition for Community HSU Sponsored Programs Responsible Tourism Together Woman’s Will Door Dog Music Productions Did You Know? AlchemyWorks Justice Foundation Strategic Actions for a Just Ektaa Center The nine counties Big Moves Bay Area Marselle Burrows of the San Francisco Merced Lao Family Community Economy Hmong Association of Long Beach Cutting Ball Theater Middle Mountain Foundation Mutsun Language Foundation Strategic Concepts in Organizing & Ink People Center for the Arts Bay Area and the Policy Education Dandelion Dancetheater coastal counties of Northern California World Trade Quartz Valley Indian Tribe Karuk Tribe of California, Center UCLA Center for Labor Research Epiphany Productions Pa Araaras Aachip (The People’s Southern California School of Performing Arts & and Education Center) together hold 95 Cultural Education Fellow Travelers Performance Group percent of the Seventh Generation Fund – The Youth Organizing Communities/ InnerCity Struggle assets of California’s Tupippuh Homeland Project First Seen foundations. Tolowa Nee-dash Society

West Point School 32 ? 33

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 32-3332-33 77/30/05/30/05 55:09:07:09:07 AMAM OJAI FESTIVALS LIMITED UNDERWORLD ASIA SOCIETY SOUTHERN CENTER FOR ART New Connections Fund Did You Know? OJAI OPERA COMPANY CALIFORNIA CENTER IN TRANSLATION Grants Approved in 2004 THE NEW In California’s rural To support the 2005 and 2006 OAKLAND LOS ANGELES SAN FRANCISCO Arts Program: Artistic Creativity Ojai Festival, presenting recently To support the creation of an For the Taiwanese Film Festival, To promote the cultural heritage communities, arts CONNECTIONS composed and rarely heard works original opera production. to screen critically acclaimed fi lms of diverse communities through A TRAVELING JEWISH THEATRE venues are essential produced in Taiwan and facilitate contemporary and classic inter- SAN FRANCISCO by emerging national and interna- $20,000 / 1 year FUND To support a new ensemble elements in down- tional artists. post-fi lm discussions to increase national literature in translation, understanding and appreciation of bilingual readings, and community creative process and produce one town revitalization, $25,000 / 2 years WESTWIND BRASS The James Irvine Foundation seeks SAN DIEGO Taiwanese culture in Los Angeles events throughout the San new ensemble work. generating an impact OTHER MINDS To support the commissioning County. Francisco Bay Area. $25,000 / 1 year of $120 million to develop meaningful, long-term SAN FRANCISCO and presentation of an original $20,000 / 1 year $40,000 / 2 years composition for brass chamber ABOUT PRODUCTIONS annually. To support the creation of a new music. partnerships with many of our PASADENA concerto blending Balinese musical BALLET AFSANEH ART CENTRO BINACIONAL AND CULTURE SOCIETY PARA EL DESARROLLO To support the creation and tradition and Western orchestral $17,000 / 1 year WOODACRE INDIGENA OAXAQUENO grantees. At the same time, we presentation of a play that chal- counterparts. DANCE BRIGADE To promote Central Asian music FRESNO lenges stereotypical representations SAN FRANCISCO $30,000 / 1 year New Connections Fund and dance to youth and adults To preserve and promote Oaxacan of Latino/Californio culture. To support a curated season of recognize the benefi ts of seeking Grants Approved in 2004 through performances in public indigenous culture through training SACRAMENTO $15,000 / 1 year ?dance, and present and promote Arts Program: Connection and performances by the cultural PHILHARMONIC ORCHESTRA venues, classes, and workshops new dance works by emerging Through Cultural Participation out smaller, and often younger, ASSOCIATION, INC. throughout the San Francisco Bay dance group and music band, Se’e BERKELEY SYMPHONY choreographers. SACRAMENTO Area region. Savi (“Son of Rain,” in Mixtec), in a ORCHESTRA ALI AKBAR COLLEGE nonprofi t organizations that align $25,000 / 1 year range of community venues in the BERKELEY To support the dissemination of a OF MUSIC $10,000 / 1 year San Joaquin Valley. To support the composition and new orchestral work composed by SAN RAFAEL EDGEFEST with our mission. To address this world premiere of Manzanar: André Previn in honor of Sacra- For the Annual Indian Music and BINDLESTIFF STUDIO, INC. $50,000 / 2 years LOS ANGELES An American Story, a musical work mento painter Wayne Thiebaud. Dance Festival, to present classical SAN FRANCISCO To support the Edge of the World COMMUNITY PARTNERS need, the Foundation launched a that explores the history and legacy $25,000 / 1 year Indian music and culture through To preserve and promote Filipino theater festival, presenting original LOS ANGELES of the Japanese American intern- performances, lectures, and arts and increase access to and work by Los Angeles-based artists. To produce and broadly dis- pilot program in 2004 called The ment camps. SMALL PRESS TRAFFIC hands-on demonstrations of Indian understanding of Filipino culture $10,000 / 1 year LITERARY ARTS CENTER, INC. musical instruments and crafts. by new audiences by presenting seminate Stories from Khmer $50,000 / 1 year SAN FRANCISCO theater, music, fi lm, and multime- Long Beach, which document and New Connections Fund. This pilot $15,000 / 1 year FOOTHILL THEATRE COMPANY To support the presentation and dia projects by Filipino and Filipino explore the history, experiences, BURNON, INC. NEVADA CITY creation of new, experimental American artists. and struggles of Khmer Americans VENTURA program allows grantseekers to To support the creation and works of poetry and literature. Did You Know? in Long Beach. To support the creation of an $10,000 / 1 year presentation of a new play, using an The Central Valley original theater production to be $20,000 / 2 years $20,000 / 1 year apply directly to the Foundation ensemble-based creative process. staged in Ventura County. is one of the fast- CALIFORNIA TRADITIONAL $20,000 / 1 year SPECTORDANCE MUSIC SOCIETY $20,000 / 1 year est growing regions for grants of less than $50,000 for MARINA TARZANA GAY MEN’S CHORUS To support the creation of a in California. Its For the Taste of Folk Music & CABRILLO GUILD a maximum of two years. OF LOS ANGELES contemporary media dance work population is now Bluegrass Festival, to promote OF MUSIC, INC. LOS ANGELES professional folk and traditional SANTA CRUZ exploring concerns of Latino farm more than six mil- Toward commissioning fees for music and dance from Europe and To support a new production bring- workers in California. new choral works. lion – more than 30 North, Central, and South America ing together contemporary music, $10,000 / 1 year $15,000 / 1 year U.S. states – and is through live performances, infor- photography, natural science, and expected to almost mation booths, and dance lessons. performance art. NEWTOWN PASADENA double by 2040. $15,000 / 1 year $30,000 / 1 year FOUNDATION ALTADENA To support a public art project that celebrates the diversity of Pasadena ? residents.

$10,000 / 1 year

34 35

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 34-3534-35 77/30/05/30/05 55:09:07:09:07 AMAM OJAI FESTIVALS LIMITED UNDERWORLD ASIA SOCIETY SOUTHERN CENTER FOR ART New Connections Fund Did You Know? OJAI OPERA COMPANY CALIFORNIA CENTER IN TRANSLATION Grants Approved in 2004 THE NEW In California’s rural To support the 2005 and 2006 OAKLAND LOS ANGELES SAN FRANCISCO Arts Program: Artistic Creativity Ojai Festival, presenting recently To support the creation of an For the Taiwanese Film Festival, To promote the cultural heritage communities, arts CONNECTIONS composed and rarely heard works original opera production. to screen critically acclaimed fi lms of diverse communities through A TRAVELING JEWISH THEATRE venues are essential produced in Taiwan and facilitate contemporary and classic inter- SAN FRANCISCO by emerging national and interna- $20,000 / 1 year FUND To support a new ensemble elements in down- tional artists. post-fi lm discussions to increase national literature in translation, understanding and appreciation of bilingual readings, and community creative process and produce one town revitalization, $25,000 / 2 years WESTWIND BRASS The James Irvine Foundation seeks SAN DIEGO Taiwanese culture in Los Angeles events throughout the San new ensemble work. generating an impact OTHER MINDS To support the commissioning County. Francisco Bay Area. $25,000 / 1 year of $120 million to develop meaningful, long-term SAN FRANCISCO and presentation of an original $20,000 / 1 year $40,000 / 2 years composition for brass chamber ABOUT PRODUCTIONS annually. To support the creation of a new music. partnerships with many of our PASADENA concerto blending Balinese musical BALLET AFSANEH ART CENTRO BINACIONAL AND CULTURE SOCIETY PARA EL DESARROLLO To support the creation and tradition and Western orchestral $17,000 / 1 year WOODACRE INDIGENA OAXAQUENO grantees. At the same time, we presentation of a play that chal- counterparts. DANCE BRIGADE To promote Central Asian music FRESNO lenges stereotypical representations SAN FRANCISCO $30,000 / 1 year New Connections Fund and dance to youth and adults To preserve and promote Oaxacan of Latino/Californio culture. To support a curated season of recognize the benefi ts of seeking Grants Approved in 2004 through performances in public indigenous culture through training SACRAMENTO $15,000 / 1 year ?dance, and present and promote Arts Program: Connection and performances by the cultural PHILHARMONIC ORCHESTRA venues, classes, and workshops new dance works by emerging Through Cultural Participation out smaller, and often younger, ASSOCIATION, INC. throughout the San Francisco Bay dance group and music band, Se’e BERKELEY SYMPHONY choreographers. SACRAMENTO Area region. Savi (“Son of Rain,” in Mixtec), in a ORCHESTRA ALI AKBAR COLLEGE nonprofi t organizations that align $25,000 / 1 year range of community venues in the BERKELEY To support the dissemination of a OF MUSIC $10,000 / 1 year San Joaquin Valley. To support the composition and new orchestral work composed by SAN RAFAEL EDGEFEST with our mission. To address this world premiere of Manzanar: André Previn in honor of Sacra- For the Annual Indian Music and BINDLESTIFF STUDIO, INC. $50,000 / 2 years LOS ANGELES An American Story, a musical work mento painter Wayne Thiebaud. Dance Festival, to present classical SAN FRANCISCO To support the Edge of the World COMMUNITY PARTNERS need, the Foundation launched a that explores the history and legacy $25,000 / 1 year Indian music and culture through To preserve and promote Filipino theater festival, presenting original LOS ANGELES of the Japanese American intern- performances, lectures, and arts and increase access to and work by Los Angeles-based artists. To produce and broadly dis- pilot program in 2004 called The ment camps. SMALL PRESS TRAFFIC hands-on demonstrations of Indian understanding of Filipino culture $10,000 / 1 year LITERARY ARTS CENTER, INC. musical instruments and crafts. by new audiences by presenting seminate Stories from Khmer $50,000 / 1 year SAN FRANCISCO theater, music, fi lm, and multime- Long Beach, which document and New Connections Fund. This pilot $15,000 / 1 year FOOTHILL THEATRE COMPANY To support the presentation and dia projects by Filipino and Filipino explore the history, experiences, BURNON, INC. NEVADA CITY creation of new, experimental American artists. and struggles of Khmer Americans VENTURA program allows grantseekers to To support the creation and works of poetry and literature. Did You Know? in Long Beach. To support the creation of an $10,000 / 1 year presentation of a new play, using an The Central Valley original theater production to be $20,000 / 2 years $20,000 / 1 year apply directly to the Foundation ensemble-based creative process. staged in Ventura County. is one of the fast- CALIFORNIA TRADITIONAL $20,000 / 1 year SPECTORDANCE MUSIC SOCIETY $20,000 / 1 year est growing regions for grants of less than $50,000 for MARINA TARZANA GAY MEN’S CHORUS To support the creation of a in California. Its For the Taste of Folk Music & CABRILLO GUILD a maximum of two years. OF LOS ANGELES contemporary media dance work population is now Bluegrass Festival, to promote OF MUSIC, INC. LOS ANGELES professional folk and traditional SANTA CRUZ exploring concerns of Latino farm more than six mil- Toward commissioning fees for music and dance from Europe and To support a new production bring- workers in California. new choral works. lion – more than 30 North, Central, and South America ing together contemporary music, $10,000 / 1 year $15,000 / 1 year U.S. states – and is through live performances, infor- photography, natural science, and expected to almost mation booths, and dance lessons. performance art. NEWTOWN PASADENA double by 2040. $15,000 / 1 year $30,000 / 1 year FOUNDATION ALTADENA To support a public art project that celebrates the diversity of Pasadena ? residents.

$10,000 / 1 year

34 35

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 34-3534-35 77/30/05/30/05 55:09:07:09:07 AMAM DIMENSIONS DANCE THEATER MISSION INN FOUNDATION RURAL MEDIA ARTS CALIFORNIA ELECTED COVENANT HOUSE B.A.Y. FUND CUESTA COLLEGE OAKLAND RIVERSIDE AND EDUCATION PROJECT WOMEN’S ASSOCIATION FOR Did You Know? CALIFORNIA SAN FRANCISCO FOUNDATION To present the 2005 Black Chore- For the Generation Project, engag- MARIPOSA EDUCATION AND RESEARCH The informal, “off HOLLYWOOD To provide tutoring, mentoring, and SAN LUIS OBISPO ographers Festival: Here & Now, to ing new immigrant communities To present narrative fi lms, docu- SACRAMENTO To support the Educational college counseling to low-income For the Bridge to Success pro- the books” economy celebrate and promote artistic from Central and South America mentaries, and children’s fi lms and To encourage young women in the Advancement and Career Readiness high school and college students to gram, to introduce fi rst-generation expression among diverse audiences with artists to explore issues related facilitate post-fi lm community Central Valley, Inland Empire, and in Los Angeles program in training and helping ensure that they become the fi rst college-going students to higher in the San Francisco Bay Area. to cultural adaptation and preserva- discussions that serve to increase Los Angeles to vote through out- County is estimated formerly homeless youth to secure in their families to graduate from education and career choices with a awareness and understanding of reach by politically active women, employment. six-week summer program. $20,000 / 1 year tion through videography, recording to employ more college. diverse cultures and traditions. materials developed for the target of oral histories, and related $35,000 / 1 year $20,000 / 1 year $50,000 / 1 year population, and a media campaign. than 811,000, or FIRST VOICE, INC. publications. $20,000 / 2 years 15 percent, of the SAN FRANCISCO $30,000 / 1 year $50,000 / 2 years GREENWAY ARTS ALLIANCE BRIGHT PROSPECT SCHOLAR GIRLSOURCE, INC. To create and present cross-cultural VENTURA COUNTY labor force. These LOS ANGELES SUPPORT PROGRAM SAN FRANCISCO and interdisciplinary productions NATIONAL STEINBECK CENTER BALLET COMPANY CHINESE FOR workers are often To strengthen the literacy and aca- POMONA For the Bound for Success program, throughout California that combine SALINAS VENTURA AFFIRMATIVE ACTION demic engagement of high school To promote college retention and to prepare low-income young SAN FRANCISCO paid substandard traditional Asian theater, music, For the exhibit My California: For the Spring Classical Ballet to youth and provide job training with completion by providing college women for the transition to college, To foster a civically active Asian and storytelling with indigenous Views from the Golden State, to increase appreciation of ballet as wages and receive theater and media arts projects. counseling and fi nancial resources with college counseling, assistance an art form among underserved Pacifi c American (APA) community American arts forms, including jazz present visual and performing art no benefi ts. $35,000 / 1 year related to college expenses for low- with applications, and guidance by providing information on critical and contemporary performance art. depicting diverse cultural heritages and diverse populations throughout income high schools and college around fi nancial aid. state issues to APA organizations ? Ventura County. students. $20,000 / 1 year and perspectives of the California OCEAN INSTITUTE $25,000 / 1 year statewide and facilitating opportuni- New Connections Fund Dream, with a focus on Latino and $15,000 / 1 year DANA POINT $25,000 / 1 year ties to connect with elected offi cials. HUNTINGTON BEACH Asian Pacifi c Islander immigrant Grants Approved in 2004 To support the SeaTech career JEWISH FAMILY AND $30,000 / 1 year and workplace training program, CHILDREN’S SERVICES MUNICIPAL ART CENTER experiences. New Connections Fund Youth Program: CENTRAL CITY FOUNDATION building participants’ competence LUTHERAN MISSION SAN FRANCISCO $50,000 / 2 years Grants Approved in 2004 Academic Engagement HUNTINGTON BEACH DOMESTIC WORKERS in ocean research and technology SAN BERNARDINO For the College and Career Futures California Perspectives Program: To present an exhibition of ELDERLY AND DISABLED CALIFORNIA ACADEMY For an academic support program program, to support low-income, RHYTHMIC CONCEPTS, INC. and success in postsecondary Mobilizing Californians HOME CARE CENTER OF SCIENCES contemporary art created by OAKLAND opportunities. focused on high-school retention Russian immigrant youth and their SAN DIEGO SAN FRANCISCO California-based Vietnamese To increase access to and an ASIAN PACIFIC and providing assistance with families in understanding and To increase understanding of the To expand the Careers in Science $45,000 / 1 year American and Vietnamese artists appreciation of jazz and the many ENVIRONMENTAL NETWORK college applications for low-income accessing postsecondary educa- electoral process and motivate internship program, training youth and offer related educational different cultures that have OAKLAND youth in the San Bernardino metro tional opportunities. higher voting rates in traditionally for careers and postsecondary New Connections Fund programs to increase understanding To increase understanding of the area. infl uenced jazz through public education in science. $25,000 / 1 year electoral process and motivate disengaged communities in San Grants Approved in 2004 of the rich cultural traditions that performances and free concerts by $50,000 / 1 year Diego County. $50,000 / 1 year Youth Program: infl uence contemporary artists. the Oakland Jazz Choir. higher voting rates among East Bay ONE VOICE Asian Pacifi c Islanders. $50,000 / 9 months College Knowledge $25,000 / 1 year COALRON LYCEUM SANTA MONICA $15,000 / 1 year CAREERS THROUGH CULINARY $47,000 / 1 year COALINGA To support low-income high ARTS PROGRAM, INC. ADVANCEMENT THROUGH IMMIGRANT LEGAL RESOURCE For Coalinga House, a summer school students from Los Angeles RIVERSIDE COUNTY NEW YORK, NEW YORK OPPORTUNITY Did You Know? CENTER PHILHARMONIC AND KNOWLEDGE, INC. academic program for low-income County in the process of applying SAN FRANCISCO To expand job placement and Fewer than 60 ASSOCIATION, INC. LOS ANGELES youth from the San Joaquin Valley to and securing fi nancial aid from To increase the capacity of career counseling services for Los percent of Califor- RIVERSIDE To ensure the academic preparation to prepare them for a four-year the colleges of their choice. community-based organizations Angeles public high school students To develop and present an annual of emancipating foster youth for college experience and to introduce nians speak English in the Bay Area and Los Angeles currently enrolled in culinary $25,000 / 1 year summer pops series, Pops, People, the transition from high school to them to college life. at home. Spanish is to conduct voter education and arts training. college. and Picnic, to attract and serve a $25,000 / 1 year the second most mobilization activities. $25,000 / 1 year broader and more diverse audience $50,000 / 1 year $50,000 / 8 months common language in Riverside County. COMMUNITY PARTNERS used (26 percent of $25,000 / 1 year LOS ANGELES ROSE FOUNDATION To provide intensive college prepa- the population), FOR COMMUNITIES AND ratory services to high-achieving, THE ENVIRONMENT followed by Chinese low-income high school students OAKLAND (2 percent). from Watts and East Los Angeles. To engage young people in voter education activities and increase $45,000 / 1 year voting rates among newly regis- ? tered voters in low-income, ethnic communities in the East Bay.

$50,000 / 4 months

36 37

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 36-3736-37 77/30/05/30/05 55:09:07:09:07 AMAM DIMENSIONS DANCE THEATER MISSION INN FOUNDATION RURAL MEDIA ARTS CALIFORNIA ELECTED COVENANT HOUSE B.A.Y. FUND CUESTA COLLEGE OAKLAND RIVERSIDE AND EDUCATION PROJECT WOMEN’S ASSOCIATION FOR Did You Know? CALIFORNIA SAN FRANCISCO FOUNDATION To present the 2005 Black Chore- For the Generation Project, engag- MARIPOSA EDUCATION AND RESEARCH The informal, “off HOLLYWOOD To provide tutoring, mentoring, and SAN LUIS OBISPO ographers Festival: Here & Now, to ing new immigrant communities To present narrative fi lms, docu- SACRAMENTO To support the Educational college counseling to low-income For the Bridge to Success pro- the books” economy celebrate and promote artistic from Central and South America mentaries, and children’s fi lms and To encourage young women in the Advancement and Career Readiness high school and college students to gram, to introduce fi rst-generation expression among diverse audiences with artists to explore issues related facilitate post-fi lm community Central Valley, Inland Empire, and in Los Angeles program in training and helping ensure that they become the fi rst college-going students to higher in the San Francisco Bay Area. to cultural adaptation and preserva- discussions that serve to increase Los Angeles to vote through out- County is estimated formerly homeless youth to secure in their families to graduate from education and career choices with a awareness and understanding of reach by politically active women, employment. six-week summer program. $20,000 / 1 year tion through videography, recording to employ more college. diverse cultures and traditions. materials developed for the target of oral histories, and related $35,000 / 1 year $20,000 / 1 year $50,000 / 1 year population, and a media campaign. than 811,000, or FIRST VOICE, INC. publications. $20,000 / 2 years 15 percent, of the SAN FRANCISCO $30,000 / 1 year $50,000 / 2 years GREENWAY ARTS ALLIANCE BRIGHT PROSPECT SCHOLAR GIRLSOURCE, INC. To create and present cross-cultural VENTURA COUNTY labor force. These LOS ANGELES SUPPORT PROGRAM SAN FRANCISCO and interdisciplinary productions NATIONAL STEINBECK CENTER BALLET COMPANY CHINESE FOR workers are often To strengthen the literacy and aca- POMONA For the Bound for Success program, throughout California that combine SALINAS VENTURA AFFIRMATIVE ACTION demic engagement of high school To promote college retention and to prepare low-income young SAN FRANCISCO paid substandard traditional Asian theater, music, For the exhibit My California: For the Spring Classical Ballet to youth and provide job training with completion by providing college women for the transition to college, To foster a civically active Asian and storytelling with indigenous Views from the Golden State, to increase appreciation of ballet as wages and receive theater and media arts projects. counseling and fi nancial resources with college counseling, assistance an art form among underserved Pacifi c American (APA) community American arts forms, including jazz present visual and performing art no benefi ts. $35,000 / 1 year related to college expenses for low- with applications, and guidance by providing information on critical and contemporary performance art. depicting diverse cultural heritages and diverse populations throughout income high schools and college around fi nancial aid. state issues to APA organizations ? Ventura County. students. $20,000 / 1 year and perspectives of the California OCEAN INSTITUTE $25,000 / 1 year statewide and facilitating opportuni- New Connections Fund Dream, with a focus on Latino and $15,000 / 1 year DANA POINT $25,000 / 1 year ties to connect with elected offi cials. HUNTINGTON BEACH Asian Pacifi c Islander immigrant Grants Approved in 2004 To support the SeaTech career JEWISH FAMILY AND $30,000 / 1 year and workplace training program, CHILDREN’S SERVICES MUNICIPAL ART CENTER experiences. New Connections Fund Youth Program: CENTRAL CITY FOUNDATION building participants’ competence LUTHERAN MISSION SAN FRANCISCO $50,000 / 2 years Grants Approved in 2004 Academic Engagement HUNTINGTON BEACH DOMESTIC WORKERS in ocean research and technology SAN BERNARDINO For the College and Career Futures California Perspectives Program: To present an exhibition of ELDERLY AND DISABLED CALIFORNIA ACADEMY For an academic support program program, to support low-income, RHYTHMIC CONCEPTS, INC. and success in postsecondary Mobilizing Californians HOME CARE CENTER OF SCIENCES contemporary art created by OAKLAND opportunities. focused on high-school retention Russian immigrant youth and their SAN DIEGO SAN FRANCISCO California-based Vietnamese To increase access to and an ASIAN PACIFIC and providing assistance with families in understanding and To increase understanding of the To expand the Careers in Science $45,000 / 1 year American and Vietnamese artists appreciation of jazz and the many ENVIRONMENTAL NETWORK college applications for low-income accessing postsecondary educa- electoral process and motivate internship program, training youth and offer related educational different cultures that have OAKLAND youth in the San Bernardino metro tional opportunities. higher voting rates in traditionally for careers and postsecondary New Connections Fund programs to increase understanding To increase understanding of the area. infl uenced jazz through public education in science. $25,000 / 1 year electoral process and motivate disengaged communities in San Grants Approved in 2004 of the rich cultural traditions that performances and free concerts by $50,000 / 1 year Diego County. $50,000 / 1 year Youth Program: infl uence contemporary artists. the Oakland Jazz Choir. higher voting rates among East Bay ONE VOICE Asian Pacifi c Islanders. $50,000 / 9 months College Knowledge $25,000 / 1 year COALRON LYCEUM SANTA MONICA $15,000 / 1 year CAREERS THROUGH CULINARY $47,000 / 1 year COALINGA To support low-income high ARTS PROGRAM, INC. ADVANCEMENT THROUGH IMMIGRANT LEGAL RESOURCE For Coalinga House, a summer school students from Los Angeles RIVERSIDE COUNTY NEW YORK, NEW YORK OPPORTUNITY Did You Know? CENTER PHILHARMONIC AND KNOWLEDGE, INC. academic program for low-income County in the process of applying SAN FRANCISCO To expand job placement and Fewer than 60 ASSOCIATION, INC. LOS ANGELES youth from the San Joaquin Valley to and securing fi nancial aid from To increase the capacity of career counseling services for Los percent of Califor- RIVERSIDE To ensure the academic preparation to prepare them for a four-year the colleges of their choice. community-based organizations Angeles public high school students To develop and present an annual of emancipating foster youth for college experience and to introduce nians speak English in the Bay Area and Los Angeles currently enrolled in culinary $25,000 / 1 year summer pops series, Pops, People, the transition from high school to them to college life. at home. Spanish is to conduct voter education and arts training. college. and Picnic, to attract and serve a $25,000 / 1 year the second most mobilization activities. $25,000 / 1 year broader and more diverse audience $50,000 / 1 year $50,000 / 8 months common language in Riverside County. COMMUNITY PARTNERS used (26 percent of $25,000 / 1 year LOS ANGELES ROSE FOUNDATION To provide intensive college prepa- the population), FOR COMMUNITIES AND ratory services to high-achieving, THE ENVIRONMENT followed by Chinese low-income high school students OAKLAND (2 percent). from Watts and East Los Angeles. To engage young people in voter education activities and increase $45,000 / 1 year voting rates among newly regis- ? tered voters in low-income, ethnic communities in the East Bay.

$50,000 / 4 months

36 37

RR4_JAM_Grant_Mech_07.07.indd4_JAM_Grant_Mech_07.07.indd 36-3736-37 77/30/05/30/05 55:09:07:09:07 AMAM THE JAMES IRVINE FOUNDATION FROM THE CHIEF INVESTMENT OFFICER AND TREASURER

n 2004, total ﬁ nancial assets in the Foundation’s The Foundation maintains a long-term view with ingful efforts to diversify the endowment’s portfolio 3. INVESTMENT PORTFOLIO AS OF DECEMBER 31, 2004 Iendowment increased 13.0 percent, to more than respect to managing its endowment, with the objective and produce a more stable earnings stream over time. $1.54 billion, primarily because of strong returns from of earning at least 5.5 percent on an annual basis, after Graph 3 shows how our assets were invested as Fixed Income the domestic equity market, especially during the inﬂ ation and investment fees. Our strategy for achieving of December 31, 2004. While our transition to absolute 17.6% fourth quarter of the year, and from private equity this goal is to invest our assets according to a carefully return strategies is now complete, we have not yet

investments held by the Foundation. The total endow- structured allocation model, illustrated in Graph 2, that achieved our investment objectives in real estate. Given International Equities Domestic Equities 18.5% ment earned 17.0 percent for the year. Total grants is designed to reﬂ ect the appropriate balance of risk market conditions and limited opportunities to invest 44.9% Private Equities approved were $53.8 million, up 6.5 percent from the and return over time. The Board of Directors adopted quickly in this segment, we are being patient in enter- 8.6% prior year, while our grantmaking program expenses a new asset allocation plan for the Foundation in 2003, ing this market, although we remain committed to the

Cash/Temporary Investments Absolute Return Strategies totaled $5.6 million for the year, a decrease of and we focused on the transition to this plan during long-term advantages of investing in this asset class. 1.1% 9.3% 2004. Speciﬁ cally, the new asset allocation policy Because of the strong performance of our investment 1. TOTAL ASSETS AND NET GRANTMAKING 1995-2004 (in millions) added private real estate and absolute return strategies portfolio in the past two years, and our continued

$1,800 $1,605 $120 $51.2 $1,510 $1,542 as new asset classes within our portfolio. discipline in managing our administrative expenses, fi nancial markets were essentially fl at for the year, $65.1 $53.8 $1,364 The addition of these two asset classes permits us we expect to increase total grants in 2005 by producing no return at all. As a result, we remain $1,378 $50.5 $76.1 $1,104 $1,133 to expand the opportunity set of investments that can 13.4 percent, to approximately $61 million. However, cautious in managing our expectations. $1,200 $1,051 $44.7 $65.8 $80 $932 $45.6 $833 $35.7 be made within the portfolio, thus increasing returns it is important to recognize that, for the Foundation’s The Foundation’s investment program is designed $31.0 and reducing the volatility of those returns. Private real endowment, returns in the near future will likely not to maximize our fi nancial resources in support of $600 $40 estate is a signifi cant investment opportunity that allows match the strong returns of 2003 and 2004. As support our mission to expand opportunity for the people of superior investment managers to produce excellent for this cautionary note, through May 2005, the California. These annual updates offer an opportu-

$0 $0 returns driven by local, sometimes property-speciﬁ c nity to reﬂ ect on our progress, to communicate recent 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2. NEW STRATEGIC ASSET ALLOCATION conditions and not by the national or global economic developments in our investment program, and, most Total Assets Net Grantmaking conditions that drive most of our other investment importantly, to demonstrate our ongoing commitment Fixed Income 18% 12.4 percent from the prior year. Graph 1 provides a returns. Similarly, our absolute return strategies to transparency in all aspects of the Foundation’s

10-year history of year-end assets and net grantmaking portfolio offers us the ability to partner with the best International Equities operations. 16%

for the Foundation. We are pleased to report that investment managers who can use their skill and judg- Private Equities Domestic Equities 10% 2004 marked the second year of recovery for our ment to produce returns that are not unduly dependent 38%

endowment, a recovery that will permit us to expand on the performance of the public debt and equity Private Real Estate 10% our grantmaking to nonproﬁ t organizations throughout markets. While the endowment’s returns will continue John R. Jenks, CFA Absolute Return Strategies 8% California by more than 13 percent in 2005. to be driven largely by the global public equity and Chief Investment Ofﬁ cer and Treasurer debt markets, these new asset classes represent mean- July 2005

38 39

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10-year history of year-end assets and net grantmaking portfolio offers us the ability to partner with the best International Equities operations. 16%

38 39

RR4_JAM_Fin_Mech_07.07.indd4_JAM_Fin_Mech_07.07.indd 38-3938-39 77/30/05/30/05 55:05:18:05:18 AMAM THE JAMES IRVINE FOUNDATION THE JAMES IRVINE FOUNDATION INDEPENDENT AUDITORS’ REPORT STATEMENTS OF FINANCIAL POSITION

December 31, 2004 and 2003

BOARD OF DIRECTORS 2004 2003 THE JAMES IRVINE FOUNDATION SAN FRANCISCO, CALIFORNIA ASSETS Cash – Interest-bearing deposits $ 14,551 $ 62,649 e have audited the accompanying internal control over fi nancial reporting. Accordingly, W statements of fi nancial position of The James we express no such opinion. An audit also includes Receivable from Sales of Securities 1,096,762 529,566 Irvine Foundation (the “Foundation”) as of December examining, on a test basis, evidence supporting the Interest and Dividends Receivable 3,558,831 3,892,570 31, 2004 and 2003, and the related statements of amounts and disclosures in the fi nancial statements, Investments: activities and changes in net assets and of cash fl ows assessing the accounting principles used and signifi cant Short-term, fi xed-income 35,387,330 37,481,368 Equity securities 943,715,579 859,045,484 estimates made by management, as well as evaluating for the years then ended. These fi nancial statements Alternative investments 292,569,332 149,536,416 are the responsibility of the Foundation’s management. the overall fi nancial statement presentation. We Fixed-income securities 264,227,302 312,778,252

Our responsibility is to express an opinion on these believe that our audits provide a reasonable basis for Total investments 1,535,899,543 1,358,841,520 fi nancial statements based on our audits. our opinion. Property and Equipment – Net 1,113,502 1,200,493 We conducted our audits in accordance with audit- In our opinion, such fi nancial statements present ing standards generally accepted in the United States fairly, in all material respects, the fi nancial position Prepaid Excise Taxes and Other 366,320 394,153

of America. Those standards require that we plan and of the Foundation as of December 31, 2004 and 2003, Total $ 1,542,049,509 $ 1,364,920,951 perform the audit to obtain reasonable assurance about and the changes in its net assets and its cash ﬂ ows

whether the ﬁ nancial statements are free of mate- for the years then ended in accordance with accounting LIABILITIES AND NET ASSETS Liabilities: principles generally accepted in the United States rial misstatement. An audit includes consideration of Payable for purchases of securities $ 1,109,148 $ 6,332,268 internal control over ﬁ nancial reporting as a basis for of America. Accounts payable and other accrued liabilities 2,557,620 2,051,845 Grants payable – net 37,889,708 35,355,579 designing audit procedures that are appropriate in the circumstances, but not for the purpose of expressing Total liabilities 41,556,476 43,739,692 Net Assets – Unrestricted 1,500,493,033 1,321,181,259 an opinion on the effectiveness of the Foundation’s May 31, 2005 Total $ 1,542,049,509 $ 1,364,920,951

See notes to ﬁ nancial statements.

40 41

RR4_JAM_Fin_Mech_07.07.indd4_JAM_Fin_Mech_07.07.indd 40-4140-41 77/30/05/30/05 55:05:19:05:19 AMAM THE JAMES IRVINE FOUNDATION THE JAMES IRVINE FOUNDATION INDEPENDENT AUDITORS’ REPORT STATEMENTS OF FINANCIAL POSITION

December 31, 2004 and 2003

See notes to ﬁ nancial statements.

40 41

RR4_JAM_Fin_Mech_07.07.indd4_JAM_Fin_Mech_07.07.indd 40-4140-41 77/30/05/30/05 55:05:19:05:19 AMAM THE JAMES IRVINE FOUNDATION THE JAMES IRVINE FOUNDATION STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS STATEMENTS OF CASH FLOWS

Years ended December 31, 2004 and 2003 Years ended December 31, 2004 and 2003

2004 2003 2004 2003

Investment Income: Cash Flows from Operating Activities: Interest $ 13,656,815 $ 14,903,140 Change in net assets — unrestricted $ 179,311,774 $ 232,915,591 Dividends 18,681,944 13,621,673 Adjustments to reconcile change in net assets—unrestricted to net Operating loss from alternative investments (2,430,569) (4,392,321) cash and cash equivalents used in operating activities: Fee income 214,010 226,412 Depreciation and amortization 497,990 554,673 Property and equipment write-offs 4,481 96,328 Investment income before net realized and Net realized and unrealized gains on investments (216,404,531) (273,091,409) unrealized gains on investments 30,122,200 24,358,904 Operating loss from alternative investments 2,430,569 4,392,321 Changes in operating assets and liabilities: Net realized and unrealized gains on investments 216,404,531 273,091,409 Interest and dividends receivable 333,739 669,080 Prepaid excise taxes and other 27,833 (312,006) Total investment income 246,526,731 297,450,313 Accounts payable and other accrued liabilities 505,775 (2,308,920) Grants payable 2,534,129 (4,376,271) Investment Expenses 6,201,289 6,097,415 Net cash and cash equivalents used in operating activities (30,758,241) (41,460,613) Net Investment Gain Before Federal Excise Taxes 240,325,442 291,352,898 Cash Flows from Investing Activities: Federal Excise Taxes 2,834,165 546,766 Purchases of investments (987,143,809) (833,345,305) Proceeds from sales, maturities, and distributions from investments 1,016,175,394 886,980,467 Net Investment Gain 237,491,277 290,806,132 Purchases of property and equipment (415,480) (45,869) Principal repayments from Program Related Expenses: Investment Fund loan recipients – 718,615 Grants approved by the Board of Directors 53,773,804 50,530,557 Conditional grant activity and other—net (1,235,997) 921,686 Net cash and cash equivalents provided by investing activities 28,616,105 54,307,908

Grant expense — net 52,537,807 51,452,243 (Decrease) Increase in Cash and Cash Equivalents (2,142,136) 12,847,295

Program administration expenses 5,641,696 6,438,298 Cash and Cash Equivalents — Beginning of year 37,544,017 24,696,722

Total expenses 58,179,503 57,890,541 Cash and Cash Equivalents — End of year $ 35,401,881 $ 37,544,017 Supplemental Disclosure of Cash Flow

Change in Net Assets — Unrestricted 179,311,774 232,915,591 Information — Federal excise taxes paid $ 2,520,000 $ 700,519

See notes to ﬁ nancial statements. Net Assets — Unrestricted: Beginning of year 1,321,181,259 1,088,265,668

End of year $ 1,500,493,033 $ 1,321,181,259

See notes to ﬁ nancial statements.

42 43

RR4_JAM_Fin_Mech_07.07.indd4_JAM_Fin_Mech_07.07.indd 42-4342-43 77/30/05/30/05 55:05:20:05:20 AMAM THE JAMES IRVINE FOUNDATION THE JAMES IRVINE FOUNDATION STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS STATEMENTS OF CASH FLOWS

Years ended December 31, 2004 and 2003 Years ended December 31, 2004 and 2003

2004 2003 2004 2003

Grant expense — net 52,537,807 51,452,243 (Decrease) Increase in Cash and Cash Equivalents (2,142,136) 12,847,295

Program administration expenses 5,641,696 6,438,298 Cash and Cash Equivalents — Beginning of year 37,544,017 24,696,722

Total expenses 58,179,503 57,890,541 Cash and Cash Equivalents — End of year $ 35,401,881 $ 37,544,017 Supplemental Disclosure of Cash Flow

Change in Net Assets — Unrestricted 179,311,774 232,915,591 Information — Federal excise taxes paid $ 2,520,000 $ 700,519

See notes to ﬁ nancial statements. Net Assets — Unrestricted: Beginning of year 1,321,181,259 1,088,265,668

End of year $ 1,500,493,033 $ 1,321,181,259

See notes to ﬁ nancial statements.

42 43

RR4_JAM_Fin_Mech_07.07.indd4_JAM_Fin_Mech_07.07.indd 42-4342-43 77/30/05/30/05 55:05:20:05:20 AMAM THE JAMES IRVINE FOUNDATION NOTES TO FINANCIAL STATEMENTS

Years ended December 31, 2004 and 2003

Investments are stated at quoted market prices or estimated fair values, Property and Equipment is stated at cost and depreciated using the purchases of securities approximate fair value because of the short ORGANIZATION which are based on independent valuations. Investment expenses include straight-line method over estimated useful lives of the assets ranging from maturity of these fi nancial instruments. Investments are held at estimated 1. investment management fees, custodial fees and an allocation of the 3 to 10 years. Leasehold improvements are amortized over the lesser of fair value. The alternative investments represent investments in limited The James Irvine Foundation (the “Foundation”) is a private foundation Foundation’s operating expenses. The Foundation maintains the following the asset’s useful life or the lease term. partnerships, hedge funds, and other non-public investments, which dedicated to expanding opportunity for the people of California to categories of investments: include nonmarketable and restricted investment securities whose values Fee Income — A securities lending program is managed by the participate in a vibrant, successful and inclusive society. The Foundation’s have been estimated by the general partner of the limited partnership • Short-term, fi xed income investments include commercial paper, Foundation’s investment custodian. This program permits the custodian grantmaking is organized around three program areas: Arts, Youth, and or the managing member of the corporation in the absence of readily demand notes, foreign currency and corporate and government bonds. to loan certain of the Foundation’s stocks and bonds included in California Perspectives, which focuses on increasing public understanding ascertainable market values. Because of the inherent uncertainty of For statement of cash fl ows presentation purposes, these securities are its investment portfolio. The Foundation’s investment custodian has of critical issues facing the state and infusing new ideas into the policy valuation of nonmarketable and restricted investments, those estimated considered to be cash equivalents as such securities have original indemnifi ed the Foundation against the counterparty risk and the development process. values may differ signifi cantly from the values that would have been maturities of three months or less. Foundation receives a fee from the custodian related to securities loaned used had a ready market for the securities existed, and the differences under the program. • Equity securities primarily consist of investments in both domestic could be material. The carrying amount of grants payable approximates SIGNIFICANT ACCOUNTING POLICIES and foreign corporate common stock securities. Grants are expensed when the unconditional promise to give is approved fair value because such liabilities are recorded at estimated net present by the Board of Directors. Conditional promises to give, consisting value based on anticipated future cash fl ows. 2. • Alternative investments represent investments in limited partnerships, Basis of Presentation — The accompanying fi nancial statements are primarily of grants with matching requirements, are recognized as grant hedge funds, and other non-public investments. Concentrations of Credit Risk — Financial instruments, which potentially presented on the basis of unrestricted, temporarily restricted, and expense in the period in which the recipient meets the terms of the subject the Foundation to credit risk, consist primarily of cash, cash permanently restricted net assets. At December 31, 2004 and 2003, the • Fixed-income securities include holdings in corporate and municipal condition. Such conditions may also include other requirements, such as equivalents, and investments. The Foundation maintains cash and cash Foundation had no temporarily or permanently restricted net assets. bonds, as well as U.S. government securities, various mortgage and the requirement for a newly formed organization to successfully establish equivalents with major fi nancial institutions. At times, such amounts may asset-backed bonds, and convertible corporate debentures. its 501(c)(3) status before the grant becomes unconditional. Grant refunds Cash and cash equivalents consist of cash and short-term, fi xed-income exceed Federal Deposit Insurance Corporation limits. The Foundation’s are recorded as a reduction of grant expense at the time the Foundation investments with maturities of three months or less at date of purchase as Program Related Investment Fund Loan — The Foundation had a investments have been placed with high-quality counter parties. The becomes aware the grant will be refunded. follows at December 31: program related investment fund loan which was repaid during 2003. Such Foundation closely monitors these investments and has not experienced loan had an interest rate of 2.9 percent. Functional Expense Allocations — Expenses, such as salaries and signifi cant credit losses. 2004 2003 payroll taxes, travel and meeting expense, depreciation and amortization, Tax Exempt Status — The Foundation is a private foundation and is Cash, interest-bearing deposits $ 14,551 $ 62,649 and rent, are allocated among investment expenses and program 35,387,330 exempt from federal income taxes under Section 501(c)(3) of the Code and Short-term, fi xed-income investments 37,481,368 administration expenses based on employee ratios and estimates made from California franchise and/or income taxes under Section 23701(d) of by the Foundation’s management. Total $ 35,401,881 $ 37,544,017 the Revenue and Taxation Code. Pension Plan — The Foundation provides a defi ned contribution pension plan for all its employees. The plan is funded by the Foundation and maintained by an independent trustee. Contributions to the plan were approximately $545,000 and $554,000 in 2004 and 2003, respectively.

Estimated Fair Value of Financial Instruments — The carrying amounts of cash, receivable from sales of securities, interest and dividends receivable, accounts payable and other accrued liabilities, and payable for

44 45

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Years ended December 31, 2004 and 2003

44 45

RR4_JAM_Fin_Mech_07.07.indd4_JAM_Fin_Mech_07.07.indd 44-4544-45 77/30/05/30/05 55:05:20:05:20 AMAM THE JAMES IRVINE FOUNDATION NOTES TO FINANCIAL STATEMENTS

Years ended December 31, 2004 and 2003

Use of Estimates — The preparation of fi nancial statements in conformity The Foundation made capital contributions totaling $108,933,195 and with accounting principles generally accepted in the United States of $48,353,372 in 2004 and 2003, respectively, to alternative investments as GRANTS FEDERAL EXCISE TAXES America requires management to make estimates and assumptions. These called for by the investment agreements. As of December 31, 2004, the 5. 6. estimates and assumptions affect the reported amounts of assets and Foundation has commitments under various investment agreements to The following table summarizes the Foundation’s grant activity for the In accordance with the applicable provisions of the Code, the Foundation liabilities and disclosure of contingent assets and liabilities at the date of make additional capital contributions of $153,800,149. years ended December 31: is subject to an excise tax of 2 percent (1 percent if minimum payout the fi nancial statements and the reported amounts of revenue and expenses requirements prescribed by the Code are met) on its net investment income, The Foundation has an investment in a limited partnership, which was during the reporting period. Signifi cant accounting estimates refl ected 2004 2003 excluding unrealized gains, as defi ned. The Foundation was subject to valued at approximately $11,443,059 and $9,353,000 as of December in the Foundation’s fi nancial statements include the determination of the Grants approved by the Board of Directors $ 53,773,804 $ 50,530,557 the 2 percent rate in 2004 and the 1 percent rate in 2003. In addition, the 31, 2004 and 2003, respectively, in which a member of the Foundation’s fair value of investments (including alternative investments), the discount Add (deduct): Code requires that certain minimum distributions be made in accordance Board of Directors, through June 2003, was a managing director. As of Conditional grants made (1,441,664) (148,500) on grants payable, the calculation of federal excise taxes expense, with a specifi ed formula. At December 31, 2004 and 2003, the Foundation December 31, 2004, the Foundation has commitments under this partner- Conditions met on conditional grants had made the required minimum distributions. and the functional expense allocation. Actual results could differ from made in prior years 98,500 758,500 ship agreement to make additional capital contributions of $5,068,954, those estimates. Recission of conditions on grants 50,000 – which is included in the amount disclosed in the preceding paragraph. Change in discounts on Reclassifi cations — Certain reclassifi cations have been made to the 2003 (184,913) multi-year grants —net (14,982) LEASE COMMITMENTS Statement of Cash Flows to conform with the 2004 presentation. These Matching gifts program 242,385 332,850

reclassiﬁ cations had no effect on the change in cash and cash equivalents PROPERTY AND EQUIPMENT Grants refunded (305) (6,182) 7. The Foundation leases its facilities under long-term non-cancelable in 2003 or cash balances at December 31, 2003. 4. Conditional grant activity and other —net (1,235,997) 921,686 operating leases. Approximate future minimum lease payments, subject Property and equipment as of December 31 consists of: to adjustments based on changes in real property taxes and maintenance Grant expense —net $ 52,537,807 $ 51,452,243 expenses, are as follows as of December 31, 2004: INVESTMENTS 2004 2003

Ofﬁ ce furniture and equipment $ 2,190,847 $ 2,313,130 3. Future minimum grant disbursements are scheduled as follows as of Year Ending December 31 Total Leasehold improvements 2,399,324 2,378,321 Investments are stated at quoted market prices or estimated fair values, December 31, 2004: Construction in progress 338,741 – 2005 $ 1,072,683 which are based on independent valuations. The net realized and 2006 1,072,683 unrealized gains on investments are comprised as follows for the years Unconditional Conditional Total Total 4,928,912 4,691,451 2007 408,825 ended December 31, 2004 and 2003: Accumulated depreciation and amortization (3,815,410) (3,490,958) 2005 $ 30,458,671 $ 275,000 $ 30,733,671 2008 408,825 2006 6,071,165 – 6,071,165 2009 387,845 Thereafter 1,911,854 2004 2003 Property and equipment—net $ 1,113,502 $ 1,200,493 2007 1,700,000 1,166,664 2,866,664

Net realized gains on investments sold $118,639,752 $ 31,365,593 Total 38,229,836 1,441,664 39,671,500 Total $ 5,262,715 Net unrealized gains on investments 97,764,779 241,725,816 Less discounts on multi-year grants (340,128) – (340,128) Rental expense was approximately $839,000 and $741,000 in 2004 and Net realized and unrealized gains 2003, respectively. on investments $ 216,404,531 $ 273,091,409 Grants payable—net $ 37,889,708 $ 1,441,664 $ 39,331,372 In August 2004, the Foundation entered into a ten-year lease for its new offi ce space at 575 Market Street. The move into this new offi ce was completed March 2005. The above schedule includes lease commitments for this space as well as the remaining lease payments on the former offi ce space at One Market Street. Any potential rent offsets from a sublessee are not refl ected here.

46 47

RR4_JAM_Fin_Mech_07.07.indd4_JAM_Fin_Mech_07.07.indd 46-4746-47 77/30/05/30/05 55:05:20:05:20 AMAM THE JAMES IRVINE FOUNDATION NOTES TO FINANCIAL STATEMENTS

Years ended December 31, 2004 and 2003

46 47

RR4_JAM_Fin_Mech_07.07.indd4_JAM_Fin_Mech_07.07.indd 46-4746-47 77/30/05/30/05 55:05:20:05:20 AMAM BOARD OF DIRECTORS STAFF

July 2005 July 2005

Offi cers Executive Offi ce Finance and Administration Peter W. Stanley James E. Canales John R. Jenks Chair President and Chief Executive Offi cer Chief Investment Offi cer, Treasurer,

Gary B. Pruitt Kristin Nelson and Corporate Secretary Vice Chair and Chair-Elect Executive Assistant Jeff Kumataka

James E. Canales Director of Finance and President and Chief Executive Offi cer Program Administration Martha S. Campbell John R. Jenks Vice President for Programs Accounting and Investments Chief Investment Offi cer, Treasurer, and Corporate Secretary Colette Clark Marcelle Hinand Cady Accounting Manager Program Director, Arts* Directors Anne A. Matlock Greg Avis Amy Dominguez-Arms Investment Analyst Palo Alto Program Director, California Perspectives Ferdie Sarmiento James E. Canales Staff Accountant San Francisco John Orders (Acting) Program Director, Arts** Lavinia Tiu-Mondala Frank H. Cruz Staff Accountant Laguna Niguel Anne B. Stanton Program Director, Youth David Mas Masumoto Grants Administration Jorge Ruiz de Velasco Del Rey Kelly Martin Senior Program Offi cer, Youth Regina Liang Muehlhauser Grants Manager Latonya Slack Pleasanton Robert Oliver Senior Program Offi cer, California Molly Munger Grants Administrator Perspectives Los Angeles Rogéair Purnell Patricia S. Pineda Information Technology Program Offi cer, Youth Lafayette Jeff Brandenburg Jeanne Sakamoto Manager of Information Technology Gary B. Pruitt Program Offi cer, Arts Sacramento Gerald Spica Anne K. Vally Information Technology/Web Specialist Toby Rosenblatt Special Initiatives Offi cer and San Francisco Assistant Corporate Secretary Operations Steven A. Schroeder Jason Torres Hancock Ann K. Gomes San Francisco Program Associate, Arts Operations Manager Peter W. Stanley Sarah Ihn Dion S. Hudson Old Saybrook, Connecticut Program Associate, Human Resources Manager Peter J. Taylor California Perspectives Micky Shirley Los Angeles Kenji Treanor Administrative Assistant Program Associate, Youth Angie Aguilar

Drusilla Jones Receptionist and Administrative Administrative Assistant Assistant Evan Carlson Communications Los Angeles Ofﬁ ce Manager and Diane J. Olberg Administrative Assistant Director of Communications

Mark E. Pothier Communications Manager

Dana Brownﬁ eld *Effective September 2005 Communications Associate **Through September 2005

RR4_JAM_Fin_Mech_07.07.indd4_JAM_Fin_Mech_07.07.indd 4848 77/30/05/30/05 5:06:055:06:05 AMAM ABOUT JAMES IRVINE REFERENCES: DID YOU KNOW?

RR2_JAM_Cov_Mech_07.07.indd2_JAM_Cov_Mech_07.07.indd 2 77/30/05/30/05 44:52:48:52:48 AMAM THE JAMES IRVINE FOUNDATION ANNUAL REPORT FOR 2004

THE JAMES IRVINE FOUNDATION ANNUAL REPORT 2004

575 MARKET STREET, SUITE 3400

SAN FRANCISCO, CALIFORNIA 94105 415.777.2244

865 SOUTH FIGUEROA, SUITE 2308

LOS ANGELES, CALIFORNIA 90017 213.236.0552 EXPANDING OPPORTUNITY FOR

WWW.IRVINE.ORG THE PEOPLE OF CALIFORNIA

RR2_JAM_Cov_Mech_07.07.indd2_JAM_Cov_Mech_07.07.indd 1 77/30/05/30/05 44:52:45:52:45 AMAM