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The Carmel Foundation Next April, the Foundation Will Celebrate 70 Years of Providing a Host of Meaningful Programs and Services

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The Carmel Foundation Next April, the Foundation Will Celebrate 70 Years of Providing a Host of Meaningful Programs and Services The Carmel Foundation Next April, the Foundation will celebrate 70 years of providing a host of meaningful programs and services. As we reflect back to our inception in 1950, we are proud of the collective efforts that have enabled us to serve those in our community through the years. None of the many offerings at the Foundation would be possible, however, without you. Whether you’re a Foundation member who comes for a riveting discussion about the latest read, a volunteer who welcomes members into Diment Hall for lunch, or a supporter who has left the Foundation in their estate plans, it is the people that make the Foundation exceptional. It is staff, volunteers and members all working together who make this place so special. As we move forward into the next 70 years, together we will provide programming and services that are relevant to the ever changing needs of the many people who call The Carmel Foundation “home.” Sincerely, President/CEO Together “Alone we can do so little; together we can do so much." -Helen Keller Together a group of individuals met almost 70 years organization, were now officially acknowledged. In ago with concerns about their aging neighbors. “Let 1963, our first annual Volunteer Appreciation Lunch us try to create a place where older people in the took place, an event which has since become an Carmel area can go to feel less alone,” Mrs. Trevvett annual cherished tradition. said. Together they developed a plan and began offering vital services to seniors. In response to the growing membership, in the 1970’s the main campus was replaced with a In our first decade, the Foundation acquired a new, more expansive facility. The friendly visitor reputation of being a “beehive” of activity in the program, extending camaraderie to those in their area. The Town House opened, creating the central homes, was implemented. In 1974, the greenhouse hub where those that were aging could come was built to further expand the opportunity to for camaraderie and support. The Wednesday connect not only with peers, but also with nature. programs, offering information and entertaining programming, began and tours to local points of Programs and services continued to evolve and interest brought neighbors together for an outing. expand into the 1980’s. The lunch program grew Meal delivery to those in need, one of our most vital to 4 days per week, creating more opportunity for programs still today, started in 1959. individuals to share a meal together. An offering of financial subsidy, providing temporary relief from In the 1960’s, the need for low-income housing was the responsibility of care giving, was now available addressed with what began as one building and to a limited number of disadvantaged individuals. eventually grew through the years to 50 units for Finally, at the end of the decade, Norton Court was those 65 and older. As the Foundation’s programs built adding additional low-income housing for and services grew, so did their need for additional those in our community. 1 support. Volunteers, while always the crux of the In the 1990’s, the In Home Support Services program As we approach the Foundation’s 70th anniversary, was created offering limited financial subsidies to assist we continue with the original vision and fundamental members with basic needs. Notary services were now services offered through the years. As we plan for the offered as a convenience for members, the Blanchard future, we look forward to the ways that together, House was acquired, and the Computer Learning with you, we can meet the needs of the next wave Center opened. It was in this decade that together we of members, be relevant to their interests, and be now celebrate all members 90 years and older with the accommodating of their needs. Foundation’s first Annual 90’s Party. Since 2000, the living room was converted into the Field Café where individuals can enjoy a cup of coffee and homemade muffin together. Monterey Bay Village, a program that helps people live independently in their homes, was launched and the new Technology Center was unveiled, complete with state-of-the-art equipment and instruction. 2 Putting Your Gifts to Work in 2019 Need New Numbers 20,867 Lunches prepared 4,063 Meals delivered to homebound seniors 51 Low-income housing residents 50 Home, hospital and residential care visits 657 Medical equipment loans 186 Friendly visits made 476 Took an out-of-town tour WEDNESDAY 2,400 Enjoyed a Wednesday program 794 Came to a Saturday movie 452 utilized the Tech Center 3 Monterey Bay Village Living Independently Since its inception 7 years ago, Monterey Bay Village has been able to assist hundreds of aging citizens to “age in place.” With one phone call, Village members are given referrals to vetted professional service providers ranging from contractors that specialize in home safety modifications to plumbers who respond when a crisis strikes. In addition, a host of volunteers assist with varied tasks, free of charge, including help with moving heavy boxes, changing a lightbulb or providing a ride to a doctor’s appointment. Through the many services provided, Monterey Bay Village enables its members to receive peace of mind and remain in their homes while living independently. 4 Events Events bring people together to do good things. At Philanthropic Foodies in February, friends shared a decadent meal created by La Playa’s Chef Boris Ilabaca, all while supporting the Foundation’s programs. Later that spring, a sold-out Gala welcomed 150 guests who enjoyed a lively and festive evening while significant funds were raised to support meal programs for seniors. In the summer, The Carmel Foundation was honored to once again be the nonprofit beneficiary of CONCOURS ON THE AVENUE, the prestigious car event in Carmel-by- the-Sea. The Carmel Foundation is humbled by the deep sense of community and support that is received through these events. Annual Gala A heartfelt thank you to Supporters Barnet Segal Charitable Trust our guests, volunteers, Luis and Ronni Alvarez sponsors and donors for their Geoffrey and Suzanne Ashton Edmond and Kea Benech support of this year’s Gala. Ron and Linda Borgman Nick Chiulos and Nancy Mouat Jacqueline Clampett-Jones Gold Sponsors Brian and Lindsey Curtis Big Sur CannaBotanicals Diane Dawson Glastonbury AV Aileen Doolittle Mike and Anne Draper Silver Sponsors Ramsin and Denise Ganji Bachecki, Crom & Co., LLP Ken Hunter Bank of America Scott and Leslie Kelly The Blind & Visually Impaired Center of Bob and Betty Lou Kullas Monterey County Inc. Chris Laver Central Coast Senior Services Michael and Alexis Mason Charles Schwab Co., Inc. John and Susan O’Brien First Republic Private Wealth Mike and Susan Sanders Management Steve and Eileen Schloss HUB International Neil and Jill Sheffield Noland, Hamerly, Etienne & Hoss Steve and Cynthia Sheffield The Park Lane Shannon Vereker Visionary Health Care Services Sharon Wesley VNA & Hospice Arnold Westphal Dwight and Julia Wilson Table Sponsors Bill and Sherry Young Aspire Health Plan The Sullivan Refuerzo Group – Merrill Lynch Wealth Management VNA & Hospice 5 Wells Fargo Ways to Give “Giving is not just about making a donation. It’s about making a difference.” ~ Kathy Calvin Together we can improve the wellbeing of seniors in Charitable Gift Annuities our community. As we do not accept government A charitable gift annuity allows the donor to funding, we rely on the collective support from receive a guaranteed fixed income for life via our individuals, businesses and foundations. This spirit partnership with Community Foundation for of neighborliness significantly impacts the lives of Monterey County. seniors in our community. Legacy Society Gifts of Cash The Legacy Society honors those donors who help This is the easiest and most direct form of a shape the future of The Carmel Foundation through donation. legacy gifts. Allocating a certain dollar amount or percentage of your estate to the Foundation is Gifts of Stock a meaningful way to have your support continue A gift of appreciated stock allows a tax deduction beyond your lifetime. for its fair market value enabling you to avoid capital gains tax. Your stockbroker can assist in Pillars transferring your gift of stock to our brokerage Join the Pillars of The Carmel Foundation who account. support our programs with their cumulative lifetime giving of $10,000 or more. The Carmel Foundation Qualified Charitable Distributions acknowledges the generosity of our Pillars by Those 70½ years or older have the opportunity placing a plaque with their name on the Pillars of to give up to $100,000 per year from qualified The Carmel Foundation wall. IRAs. The amount given will qualify as part of the mandatory withdrawal for the year. This is an For additional information on ways that you can attractive option if you do not itemize your tax support The Carmel Foundation, please call the deductions or would like to keep your reportable Director of Development at 831.620.8701 or consult income down to avoid having your Social Security with your tax professional, financial advisor or CPA. and other income taxed at a higher rate. 6 Revenue Sources Expenses Fundraising & Development $700,000 $381,938 | 14% Programs $600,000 $500,000 Unrealized Gain Bequests General & Administrative Int. & Div. $400,000 $420,615 | 15% Membership $300,000 Donations Grants $200,000 Realized Gain Programs $100,000 Other Income $2,001,916 | 71% Statement of Activities Statement of Financial Position July 1, 2018 thru June 30, 2019 June 30, 2019
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