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

REVENUE ASSETS Grants $154,415 Cash & Other Liquid Assets $461,329 Membership $248,046 Receivables Donations $213,199 Bequest Receivable $101,144 Bequests $372,912 Prepaid Expenses $30,527 Interest & Dividends $350,954 Split Interest Agreement $625,940 Other Income $6,853 Total $757,611 Total $1,346,379 Investments (at Market) $12,778,058 SECURITIES GAIN & LOSS Total Currents Assets $13,996,998 Unrealized Gain (Loss) $367,760 Realized Gain (Loss) $98,700 Long Term Assets Total $466,460 Land Lease (Norton Court) $829,552

Land/Bldg/Equip Net $3,975,481 Programs & Misc Income $609,373 Total Long Term Assets $4,805,033

Total Revenue $2,422,212 Total Assets $18,802,031

EXPENSES & SUBSIDIES GRANTED LIABILITIES & FUND BALANCE Housing $756,252 Liabilities Support Services $508,347 Accounts Payable $47,958 Activities & Classes $393,585 Intra Fund Payables $17,664 unauditedare figures These Lunch Program $343,732 Accrued Liabilities & Deposits $123,288 Fundraising & Development $381,938 Total $188,910 General & Administrative $420,615 Total Expenses & Subsidies $2,804,469 Fund Balance Change in Net Assets Unrestricted $15,131,443 from Operations $(382,257) Temporarily Restricted $2,226,208 Permanently Restricted $1,255,470 Net Assets, Beginning of Fiscal Year $18,995,378 Total Net Assets $18,613,121 7 Net Assets, Total Liabilities End of Fiscal Year $18,613,121 & Net Assets $18,802,031

Donors 2018-2019 A heartfelt thank you to the donors, foundations, charitable organizations and businesses that supported The Carmel Foundation in the 2018-2019 year. We are also grateful to our Legacy Society members who have included the Foundation in their estate plans and our newest Pillars of the Foundation who have made cumulative gifts of $10,000 or more. Without the support from these generous donors, we would not be able to provide the vibrant and vital services offered to seniors in our community.

$20,000 AND ABOVE Mrs. Alice Tao Mr. and Mrs. Dwight Wilson Mr. Ben Beesley Estate of Joele B. Allison Mr. and Mrs. John J. Tennant Dr. Ralph H. Wolfe Dr. and Mrs. H. Glenn Bell, Jr. Estate of William G. and Irene Mr. Lane F. Trotter Ms. Bonnie J. Wolfe Dr. and Mrs. Jim A. Bell Elizabeth Shreve Mr. Herman Van Gansen Mr. Phillips Wylly Ms. Joan R. Beller Bill and Sherry Young Estate of Jean Warriner Holly and Tom Zoller Mrs. Margaret Bellini $10,000 - $19,000 Ms. Brigitte Wasserman $100 - $499 Mrs. Bernice Bender Dr. Sharon Wesley Mr. and Mrs. Bobbu T. Bennett Jan Hopkins Coach H. Ables Mr. Arnold Westphal Mrs. Carol C. Bergere Neil and Jill Sheffield Mr. and Mrs. Greg J. Aeschliman Ms. Liza Moe and Mr. Mark Berry Mr. William H. Smith Mr. Jim Agan Mr. Bob A. White Ms. Mary Lou N. Berry Barbara Anne Swain Mr. and Mrs. Neil Agron $1,000 - $9,999 $500 - $999 Mr. Mike Alaga Mr. and Mrs. Chuck C. Besmehn Mr. Walter Adams Mr. and Mrs. Anthony Albano Mr. and Mrs. Paul Best Dr. and Mrs. George A. Albright Mr. and Mrs. Luis Alvarez Mr. and Mrs. Ed Albertson Mr. and Mrs. Charles A. Bestor Mr. and Ms. Geoffrey Ashton Mr. and Mrs. Robert L. Armstead Mr. and Mrs. Louis P. Aldana Mr. Charles J. Betlach II Mr. Jerry W. Bachecki Mrs. Jean Artz Ms. Luann Gibson Davis and Ms. Erin L. Gafill and Ms. Beth Bates Mrs. Janet A. Ayres Mr. Glen Taylor Alder Mr. Tom Birmingham Mr. and Mrs. Herb D. Beckett Mr. and Mrs. Herb D. Beckett Ms. Patti L. Alhona Mr. and Mrs. Mads B. Bjerre Mr. and Mrs. Edmond Benech Mr. and Mrs. Ken K. Bender Mr. and Mrs. David L. Allaire Mr. and Mrs. Bob Blade Mr. and Mrs. Ron Borgman Mr. and Mrs. Jim Burnis Mr. and Mrs. Roger Alldis Mr. and Mrs. Donald H. Blodget Ms. Emilija Breznikar Ms. Pim Chavasant Mr. and Mrs. Dave L. Anderson Dr. and Mrs. Philip H. Blodget Katherine Bucquet Mr. and Ms. Paul Colony Mr. and Mrs. Jim Anderson Mrs. Sue D. Blois Mr. Dick L. Burns Drs. Pamela H. and John R. Craig Ms. Monica M. Anderson Dr. and Mrs. Dick Bloom Jacqueline Clampett-Jones Mr. and Mrs. Brian Curtis Dr. and Mrs. Paul D. Anderson Mr. and Mrs. Bruce Bloxom Mr. and Mrs. Jeff Coburn Mrs. Mary Delfino Mr. and Mrs. Rob L. Anderson Mr. and Mrs. Jim A. Bober Mr. Herbert J. Conley Ms. Margaret R. Frank Mr. and Mrs. Rob E. Andreae Mr. and Mrs. Bob E. Boeddiker Mr. and Mrs. Larry De St. Jeor Ms. Ellyn J. Gelson Mr. and Mrs. Steve Andrews Mrs. Ia G. Boelter Mr. Edward Detrick Ms. Ursula Gray Mr. Michael Androsko Mr. and Mrs. Roger D. Bolgard Mr. and Mrs. William G. Doolittle Ms. Joann Harris Mrs. Marie Angrist Mr. and Mrs. Neil Bonke Mr. and Mrs. Bill Doolittle Paul and Jennifer Hollingsworth Ms. C.A. Ann Mr. and Mrs. Dick J. Borda Mr. and Mrs. Michael Draper Mr. Roy Kaminske Ms. Joan Hately Anthony Ms. Jeanie Wells and Ms. Susan Draper Ms. Kate B. Kennedy Mr. and Mrs. John E. Armstrong Mr. Frank Boren Mr. Albert O. Engel Mr. David N. Loop Mr. Marcus P. Robbins and Mr. and Mrs. Roger A. Bossart Mrs. Amy Gaddis Mr. and Mrs. Henry O. Luecke Mr. Wayne Armstrong Ms. Bobbie A. Bosshardt Joel and Dena Gambord Mr. and Mrs. Rich M. Lundy Mr. and Mrs. Bert Aronson Mr. and Mrs. Joe P. Bova Mr. Michael Go Ms. Pam Lynette Ms. Lynne P. Ashburn Ms. Jen E. Bovey Mr. David J. Heath Mr. and Mrs. Michael Mason Mr. and Mrs. Joe Asling Ms. Mary E. Boyken Mr. Donald B. High Mr. and Mrs. Tom E. McCary Mrs. Patricia D. Ault Mrs. Cherie R. Bozlee Mr. Fraser Himes Mr. and Mrs. Roger Meidl Mr. William L. Babaian Mr. and Mrs. Bob D. Bradner Mr. Ken S. Hunter Mr. and Mrs. Wayne R. Moon Dr. and Mrs. Michael Bachik Mrs. Marjorie Brand Ms. Ovilee Kennedy Donald R. and Laura C. Newmark Mrs. Linda H. Bank Dr. and Mrs. Ronald L. Branson Mrs. Mary T. Krecki Ms. Miranda S. Morris and Mr. and Mrs. Dave J. Banks Mr. and Mrs. Buck B. Breiholz Miss Marie I. Krumenacher Mr. Chuck T. Olvis Mr. and Mrs. Hank Bardsley III Mr. and Mrs. Wendell T. Breithaupt Mr. and Mrs. Bob Kullas Don and Janet Reilly Mrs. Nancy Brennan and Ms. Leni Hazlett and Mr. and Mrs. Armand L. Labbe Mr. and Mrs. Clyde Roberson Mr. Edward Barker Mr. Tim Bresnahan Gary and Lynn LaMar Mr. Alan L. Rushfeldt Mr. and Mrs. Lonn H. Barker Mr. and Mrs. Gary Brient Mr. and Mrs. Joe T. Longo Mr. and Mrs. Steve Schloss Dr. and Mrs. Dick H. Barratt Mr. and Mrs. James Brinkerhoff Mr. Steven C. Mast Dr. and Mrs. David C. Sharp Mr. and Mrs. Andy Barsamian Mr. and Mrs. Rich A. Briscoe Mr. Dan McGilloway Mr. and Mrs. Dwight Shimoda Mrs. Luther I. Bartels Mrs. Mary E. Bristow Mr. and Mrs. John O’Brien Mr. and Mrs. Frank R. Southers Ms. Theresa Steeper and Ms. Carolyn Broadus Mr. Francis A. Pastor Mr. and Mrs. Terry Sullivan Mr. Donald R. Battles Mr. and Mrs. Lynwood F. Bronson 8 Ms. Donna M. Pribble Mrs. Gillian Taylor Mrs. Sally Baumgartner Ms. Bonnie Brooks Mr. Neil K. Robertson Mr. and Mrs. Bill H. Tyler Fred and Cindy Beam Mr. and Mrs. Barry Brookstein Mr. and Mrs. Chuck L. Sedelmeyer Ms. Judy Walker Ms. Anna W. Beck Ms. Betty P. Brown Mr. Aram Stoney Ms. Ceci Brown Mr. and Mrs. Jeff F. Craig Mrs. Dana C. Eggleston Dr. and Mrs. Jim Gerardo Mrs. Linda J. Cauble-Brown and Mr. and Mrs. Roger Craig Mr. Bill W. Eggleston Mr. Haus Gerritsen Mr. Brownie L. Brown Ms. Joan C. Crenshaw Ms. Cathy Jaeger and Ms. Marion G. Getz Mr. and Mrs. Tony T. Budlong Mrs. Joyce E. Crosetti Ms. Nicki Ehrlich Mr. and Mrs. James L. Gill Mr. and Mrs. Eric Bull Mr. and Mrs. Fred W. Crummey Dr. Brian J. Ellinoy Ms. Cheryl Gillette Ms. Maryann Roca and Mr. Paul C. Hallinan and Mr. and Mrs. Richard Elster Mrs. Bonnie B. Gillooly Mr. Kaniel Burling Mr. Raul Cucalon Mrs. Satoko Elwood Mrs. Charlotte G. Gilmore Mr. and Mrs. Jerry Burnett Mr. and Mrs. John Curran Mr. and Mrs. Ronald Emery Mr. and Mrs. Jerry J. Gleason Mr. and Mrs. Bill A. Burns Mr. and Mrs. Chris Currier Mr. and Mrs. James C. Emery Ms. Patty Glenn Mr. and Mrs. John D. Bush Mrs. Jahn W. Curtis Mr. Jack M. Endert Mr. Bud Glickman Mrs. Harriet Busick Ms. Lynne Barnes and Ms. Gail English Mr. John W. Goings Mr. and Mrs. Marvin Byerly Mr. Markus Czirban Ms. Bee Epstein Shepherd Mr. and Mrs. David B. Goldenson Mr. and Mrs. Bob Byrne Mr. and Mrs. John Dacquisto Mr. Bob Evans Mr. and Mrs. Dick D. Gorman Mr. and Mrs. Greg M. Cailliet Ms. Sharon Lee Dalkey Mr. and Mrs. Robert W. Ewen Rear Admiral and Ms. Carolyn Cain Mrs. Nancy M. D’Angelo Mr. and Mrs. John W. Ewing Mrs. Bob H. Gormley Mrs. Sally F. Calabrese Ms. Kathryn A. D’Angio Ms. Judith A. Ewing Miss Gay J. Gough Ms. Linda Calafiore Mrs. Bonnie L. Daniel Mr. and Mrs. Mike P. Ferguson Mr. and Mrs. William R. Gould Mr. and Mrs. Teo H. Calhoon Dr. Martha D. Lynn and Mr. and Mrs. John Ferreboeuf Mr. and Mrs. Max Graber Mrs. Maxine K. Callinan Mr. Bob Danziger Mr. and Mrs. Herman G. Fickewirth Ms. Helen Grady Mr. and Mrs. Hugh G. Campbell Mrs. Andrea J. Darin Mr. and Mrs. Bob Fields Ms. Maureen Hamilton and Mr. and Mrs. Michael Canepa Mrs. Barbara Darrah Mr. and Mrs. Larry E. Finch Mr. William Graessley Ms. Pat N. Carlson Mr. Dave Dausen Mr. and Mrs. Ed Fincke Ms. Christine Chin and Mr. and Mrs. David Casas Mr. and Mrs. Craig Davis Mrs. Sue K. Finley Mr. Kurt Grasing Mrs. Karin Casey Ms. Norma H. Davis Ms. Rita J. Thangaraj and Mr. George A. Grasso Dr. and Mrs. John T. Castagna Ms. Susan M. Davis Mr. Paul M. Finnegan Mr. and Mrs. Richard Gravina Mr. and Mrs. John Castro Ms. Diane Dawson Mr. and Ms. Tony G. Finnegan Mrs. Isabel Y. Gray Ms. Lynn G. Roemelt and Mr. and Mrs. David Day Ms. Sharon A. Miller and Ms. Patricia L. Dombrink and Mr. Vince P. Catania Mr. and Mrs. John De Floria Mr. Max L. Firstman Mr. Jeff D. Green Ms. Avonne Chappell Mrs. Carole J. Decker Dr. and Mrs. Pat W. Flanigan Ms. Laurel Olslund and Mr. and Mrs. Elio A. Chiappe Mr. and Mrs. Randy M. Delucchi Mrs. Geri A. Flesher Mr. Alan Greenbaum Mr. and Mrs. Jim S. Chibidakis Miss Barbara Diamond Mrs. Roslyn Flyer Lt. Col. and Mrs. Gene Griffin Ms. Lucia Chih Mr. and Mrs. Tony E. Diamond Drs. Jackie T. and Jim L. Fobes Mrs. Diane F. Grundy Mr. Nick Chiulos Mrs. Mary A. Dillon Mr. and Mrs. Sam A. Fonte Mr. and Mrs. Ron J. Gurries Mr. and Mrs. Tad Church Ms. Deborah Dillon-Adams Mr. and Mrs. Joseph J. Ford Mr. and Mrs. Bill J. Gutches Dr. Michael Clark Ms. Gina DiMaria Mr. and Mrs. Charles C. Fox Mr. and Mrs. Paul E. Gutierrez Mr. and Mrs. Stan Clark Miss Gin Donohoo Dr. and Mrs. Peter Franklin Mrs. Candy I. Haber Mr. and Mrs. Geoff Cocks Ms. Patti Doran Mr. and Mrs. Jerry L. Frasca Mr. and Mrs. Bob Hall Mr. and Mrs. Lee Cogan Ms. Sharron T. Douglas Mrs. Jacqueline Frazier Mr. and Mrs. Roger A. Hall Mrs. Janet Cohen Mr. and Mrs. Asaad Douidri Mr. and Mrs. Peter C. Frederiksen Mr. and Mrs. Bill Hallman Mr. and Mrs. Greg Cole Mr. and Mrs. Dion S. Dow Ms. Karen Fredrickson Ms. Nancy Shaw and Dr. Bill B. Colson Mr. and Ms. Stan Dryden Mr. and Mrs. Ronald L. Freier Mr. Chris Hamann Ms. Bonnie A. Comer Mrs. Jean M. Duff Dr. Jeff Froke Ms. Margie Hamilton Mr. and Mrs. Andy H. Cominos Mrs. John M. Dugan Dr. and Mrs. Ronald Fuerstner Mr. and Mrs. Nashwan Hamza Ms. Nancy Comstock Ms. Norma E. Dunipace Mrs. Arlene Fuller Ms. Grethe Hand Mr. and Mrs. Robert S. Condry Mr. and Mrs. John P. Durein Mrs. Carrol R. Galanti Mrs. Pat Handler Mrs. Sylvia P. Conn Mrs. Geri R. Durocher Mr. and Mrs. Chuck E. Gang Mr. and Mrs. Bruce B. Hanger III Mr. and Mrs. Bill Conners Mr. John Duval Ms. Monique Gardiner Mr. Phillip M. Hanson Mrs. Jane Consani Ms. MJ Dziedzic Mrs. Abigail Gardiner-Freed Mr. and Mrs. Jack Hardy Mr. and Mrs. William Corcoran Mrs. Joyce Eandi Mr. and Mrs. Tom E. Gardner Ms. Marianne B. Harless Mr. and Mrs. William H. Cord Mr. and Mrs. Don Eastman Mr. and Mrs. Gene G. McFarland Mr. and Mrs. Burt Harris 9 Mr. and Mrs. Joe A. Cota Mrs. Pamela W. Eaton Mr. and Mrs. Donel Geisen Mr. and Mrs. Dave C. Harris Mrs. Ellen Cowger Mr. and Mrs. Joe Eccher Mr. and Mrs. Nicholas George Ms. Dolores Harris Mr. and Mrs. Nick Craft Mrs. Helen M. Egerton Mrs. Connie Georis Dr. and Mrs. Nick Harris Mrs. Carol L. Harrison Dr. and Mrs. Harry Joe Dr. and Mrs. Arlen Lackey Mrs. Helga M. Marty Mr. and Mrs. Dallas Harrison Ms. Cerise Johnson Mr. and Mrs. Werner Landau Ms. Keyte Marui Dr. and Mrs. Jim Harrison Mrs. Borit M. Reeder and Mr. Paul Laub Ms. Edie McDonald and Mr. and Mrs. Kip Hawley Mr. Norm G. Johnson Mr. Ed Laurance Mr. Xavier Maruyama Mr. and Mrs. David Heaney Ms. Sharyn D. Siebert and Ms. Micky M. Lawler Mr. and Mrs. Ric Masten Mr. and Mrs. Mark Hedberg Mr. Jeff Johnson Dr. and Ms. Michael Lebowitz Mrs. Eva M. Matthews Dr. E. Ronn Heiner Mrs. Donna M. Johnston Mr. and Mrs. Robert A. Lee Mr. and Mrs. Mark McAuliffe Mr. and Ms. Jerry Heisel Miss Doris C. Jolicoeur Ms. Patricia Johnston and Mrs. Linda McCarthy Mr. and Mrs. Jim Hemphill Mr. and Mrs. Michael Jones Ms. Nina Leitman Mrs. Sylvia McCarthey Mr. and Mrs. Alex D. Henderson Dr. Molly Edwards Jones and Ms. Cynthia Lelles Ms. Ruth McClendon Mrs. Bea Kessler and Dr. Randal G. Jones Dr. and Mrs. Thomas Leo Sue McCloud Mr. Harry H. Hendon Ms. Sandy Jonsson Mr. and Mrs. Grant T. Leonard Dr. and Mrs. Mike R. McCormick Dr. and Mrs. David R. Hendrick Mrs. Denita delSignore Jordan Mr. and Mrs. Glenn Leonoff Mr. and Mrs. Gene G. McFarland Dr. and Mrs. Pete P. Henney and Mr. Richard L. Jordan Ms. Linda J. Lee and Erika W. McGrath, Ph.D. Mr. and Mrs. Pete Henning Dr. and Mrs. Jesse L. Kahn Mr. Peter Lesnik Ms. Ellen L. McGrath Dr. Robert Herrick Dr. Gisele Kapuscinski Ms. Darlene J. Wright and Ms. Nancy A. McGraw Mr. and Mrs. Fred Herro Ms. Diane M. De Moss and Mr. Chris L. LeVenton Mr. and Mrs. Thomas O. McGurn Mrs. Joan S. Heyler Mr. Tony Karachale Ms. Rita J. Lewis Mr. and Mrs. Richard P. McKenna Mr. and Mrs. Tom Hierl Ms. Cynthia M. Karakas Ms. Barbara Lipman Ms. Anne McKenzie Mr. and Mrs. Tom A. Hill Ms. Barbara K. Kassity-Lowell Mr. and Mrs. Larry Lippman Melissa McKenzie Mr. and Mrs. Gael C. Himmah Mrs. Natalie S. Keeler Ms. Barbara T. Livingston Mr. and Mrs. Chuck M. McMillan Mrs. Maxine Hoag Mrs. Claire Henry Keeley Mr. and Mrs. Walter Loeliger Mr. and Mrs. Ian D. McPhail Mrs. Cyndy Hodges Mr. and Mrs. Frank B. Keith Mr. and Mrs. Gary A. Logan Ms. Keri L. Mistler and Ms. Merry Lion and Mr. and Mrs. Matt Kelleher Mrs. Catherine Hodgkins Logue Mr. John McWilliams Mr. Bob C. Hogue Mrs. Carol Keller and Mr. Christopher Logue Mr. and Mrs. Ken Meadors Mr. James Holmes Mrs. Debra H. Keller Mr. Mel F. Loop Mr. and Mrs. Kenneth J. Meuers Mrs. Nancy L. Holtrop Mr. Wayne Kelley Mr. and Mrs. Julian E. Lopez Mr. Horst Mieth Dr. and Mrs. Walter L. Holz, Jr. Mr. and Mrs. Rex C. Kelley Mr. and Mrs. Skip E. Lord Mrs. Karen A. Mignano Mrs. Jean M. Hontalas Mr. and Mrs. Charlie L. Kelly Mr. and Mrs. Lee Lotz Mr. Louis J. Milani Ms. Lucy L. Horn Ms. Sara A. Myers and Mr. Lewis L. Loyko Mr. and Mrs. James I. Miller Ms. Kate Dever and Mr. John Kelly Mr. and Mrs. Warren Luch Mr. and Mrs. Ty Miller Mr. Nick Hovick Mr. and Mrs. Scott R. Kelly Mr. and Mrs. Jerry Ludwig Ms. Kris Lee Milligan Mrs. Jeanne C. Howard Mr. and Mrs. Joe Kepp Ms. Valera W. Lyles Mr. and Mrs. Freddie Misasi Mr. and Mrs. Jay M. Hudson Mr. and Mrs. Tom E. Kiatta Mrs. Jackie R. Lynch Ms. Mickey Miyamoto Ms. Jane Veneman and Mrs. Andi R. Kim Mr. and Mrs. David Lyon Ms. Jo Ellen Moore Mr. Loren Hughes Mrs. Susan Kingsley Mr. and Mrs. Willis Y. Lyon Ms. Barbara D. Moore Ms. Karin Jansson and Mr. and Mrs. Michael Kirch Mr. and Mrs. Joe MacIlvaine Ms. Kat L. Moore Mr. Mike A. Humm Mr. and Mrs. Gerald J. Kitchen Mr. and Mrs. Dan MacKinney Mr. and Mrs. Phil Morgan Mr. and Mrs. Curt Hussey Mrs. Kaete Salomon Klein and Ms. Morna MacLeod Dr. and Mrs. Randy E. Morris Mr. and Mrs. Steven R. Hutt Mr. Dick G. Klein Mrs. Judith A. Magee Mr. and Mrs. Ed F. Morrow Mr. and Mrs. Robert R. Irvine Mr. and Mrs. Dave L. Kleinman Ms. PK Maguire Ms. Dixie M. Dixon and Mr. and Mrs. Marty W. Irwin Ms. Nancy Fuller and Mr. and Mrs. John H. Mahoney Mr. Steve Mortensen Mr. and Mrs. Elie Ishag Mr. Dick Klinkner Mr. Bob W. Malcolm Ms. Jeannette Stern and Mr. Mr. and Mrs. John K. Ishizuka Mr. and Mrs. Bob L. Knapp Dr. and Mrs. Jack U. Marchi Robert Moskowitz Ms. Judy Ivey Mr. and Mrs. Peter Koestenbaum Mr. and Mrs. Frank Marcus Mr. and Mrs. Frank Moussavi Mr. and Art H. Jackson Mr. and Mrs. John E. Kratchmer Mr. and Mrs. Joseph A. Mark Mrs. Caroline Moyer Ms. Sharan Jackson Ms. Kathy S. Kress Dr. Sandy J. Markowski Mr. and Ms. Pat E. Moyer Mr. Ed James Mr. and Mrs. John Krisher Mrs. Francie G. Maroun-Blinks Ms. Elizabeth Sutton and Mr. and Mrs. Jack R. James Drs. Darcie M. and Ron A. Kroll Mr. and Mrs. Dave A. Marsh Dr. Julius H. Mueller 10 Ms. Heidi Jamison Mr. and Mrs. Charles Krpata Mr. Tom L. Marshall Mr. and Mrs. Michael Mulcay Mr. and Mrs. John A. Jamison Ms. Judy Kubicek Mrs. Rose Marie Marsiguerra Mrs. Gisela Murray Mr. and Mrs. Joel Jancsek Mr. and Mrs. Harvey Kuffner Mr. and Mrs. Frank S. Martin Dr. and Mrs. Sadri Musavi Mr. and Mrs. Bob L. Jenkins Mr. and Mrs. Les G. Kulp Mrs. Johanna Martin Mr. Neil Mussallem Dr. and Mrs. Matthew Myers Dr. Patricia A. Qualls Mr. and Mrs. Bob Scardina Mr. and Mrs. Hampton S. Stewart III Ms. Caroline Nance Mr. and Mrs. Duke Quinones Ms. Peggy A. Schmidt Ms. Penny A. Stewart Mr. and Mrs. Warren R. Mr. Ted Raabe Mrs. Janet Schmied Mr. Richard A. Stewart Neidenberg Mrs. Barbara Rainer Mrs. Sheila Schroyer Ms. Sylvia Stewart Mr. Gil M. Neill Ms. Cristy Dawson and Ms. Terri B. Schruben Ms. Jan L. Stine Mr. and Mrs. Bob P. Nelson Mr. Thomas E. Rathjen Mr. and Mrs. Mark Schwartz Mr. Joe P. Stine Mr. and Mrs. Ed W. Neroda Mr. and Mrs. Thomas J. Reddy Mr. Andrew J. Selig Ms. Carol Kurtz-Stoffers and Mr. and Mrs. Nick L. Nicholson Mr. and Mrs. Tom Redfern Mr. and Mrs. Grant Seltzer Mr. William H. Stoffers Ms. Pat A. Nickerson Mrs. Barbara Reding Mr. and Mrs. Peter Serchuk Mr. and Mrs. Ladd J. Strnad Mr. and Mrs. Glenn Nolte Mrs. Judy Refuerzo Mr. Chuck Sethness Mr. and Mrs. Jim Sturgeon Mr. and Mrs. Todd H. Norgaard Mr. and Mrs. Robert A. Reid Mr. and Mrs. Ken Shachmut Mr. Brendan Sullivan Ms. Colette K. Erreca-Norris and Mr. and Mrs. Rick B. Reimer Ms. Saundra Meyrose and Mrs. Bobbie F. Swanson Mr. Sam L. Norris Mr. and Mrs. Niels J. Reimers Mr. Neil L. Shapiro Dr. and Mrs. Grant F. Swanson Mr. and Mrs. Ben E. Norwood Mr. and Mrs. Randy Reinstedt Ms. Mary Lou Shapiro Ms. Sally Y. Swanson Mr. Walt W. Notley Mr. Diego Reyes Mr. and Mrs. Bill F. Sharpe Ms. Marge S. Swenson Ms. Stephanie Lee and Mrs. Maryann Reynolds Mr. Claus H. Shelling Mr. and Mrs. Barry L. Swift Mr. Richard Nutter Mrs. Barbara C. Ricciardi Mr. and Mrs. Steve Shelton Dr. and Mrs. John A. Tagg Mr. and Mrs. Dick M. Nystrom Dr. and Mrs. Benjamin T. Mr. and Mrs. Cody C. Sherar Judy Tatelbaum Mr. and Mrs. Scott O’Brien Richards Mrs. Mimi J. Sherman Mr. Dan M. Tellep Mr. and Mrs. Bob B. Ogle Mr. Bill S. Richards Dr. Peggy Shirrel Ms. Dianne E. Terrell Mr. and Mrs. Pat M. O’Keefe Ms. Lorna P. Kisoki and Mrs. Carlie Short Mrs. Verna D. Test-Parsons Mr. and Mrs. Tom A. Oliver Mr. Mark Richardson Mr. Marv Silverman Mr. and Mrs. Richard W. Tette Mr. and Mrs. Frank A. Olson Ms. Lillian C. Rico Ms. Ann Pendleton and Ms. Sally T. Selner and Ms. Janna L. Ottman Mr. and Mrs. Jeff Riehl Mr. Kevin Simpson Ms. Cherie J. Thibodeaux Mrs. Sieglinde Pansby Ms. Mary E. Riley Mr. and Mrs. Jack L. Skillicorn Mrs. Diane Webster-Thomas and Ms. Bess Pappas Ms. Catherine Doherty and Ms. Nancy Slade Mr. Don W. Thomas Mr. and Ms. Jerry Park Mr. H. R. Ringler Mrs. Mary Jane Sligar Mr. and Mrs. Victor W. Thompson Ms. Annice Parker Rev. Zia Shapiro and Mr. and Mrs. Lin S. Sloan Ms. Jan E. O’Halloran and Mr. and Mrs. Richard C. Parker Dr. Daniel S. Robbins Ms. Chris Campbell and Mr. Jim R. Thomson Mr. and Mrs. Norman A. Parris Mrs. Lois Johnson Roberts Mr. Bud Smith Mr. and Mrs. Bill Timoney Mr. and Mrs. Les Paulsen Mr. and Mrs. Louis O. Roberts Mr. and Mrs. Dwayne Smith Mr. Thomas M. Trabue, Jr. Mrs. Joan L. Peak Mrs. Marla H. Robinson Mr. and Mrs. Stuart C. Smith Mrs. Laurie Trainer Mrs. Dits R. Peavey Mrs. Gloria Rodda Ms. Liz Y. Snow Mr. and Mrs. Jim Tunney Mr. and Mrs. Mike Pekin Mr. and Mrs. Carl H. Roetter Mr. and Mrs. Wayne A. Snow Mr. and Mrs. Dean H. Turner Ms. Sally Perkins Mrs. Gwen Rohr Ms. Karen Sonnergren Mr. and Mrs. Tim T. Twomey Ms. Judi Perry Mr. and Mrs. John Roland Ms. Marian R. Penn and Mrs. Doris L. Vail Ms. Liane Pfaff Mr. and Mrs. Alan Rosenthal Mr. Bill Soskin Mr. and Mrs. Mrs. Judy J. Pifer Mr. and Mrs. Louis R. Roussel Dr. Kris Sottosanti George E. Vanderhave Mr. Jim Pinckney Ms. Mary Layman and Mr. and Mrs. Anthony Spare Mr. and Mrs. Mark Vanlerberghe Mr. and Mrs. J. Doug Pinkham Mr. Marty Rubin Mr. and Mrs. Que Spaulding Ms. Shannon Vereker Mr. and Mrs. John Pisto Mr. and Mrs. Don L. Ruble Mrs. Flo T. Snyder-Speck and Mr. Jerry F. Verhasselt Ms. Joan M. Pitnick Ms. Jeannie Rueter Mr. Dale Speck Mr. and Mrs. Pat Vitacolonna Mr. Actorpo Poletti Mrs. Kyle Ruggieri Ms. Sherry L. St. Clair Mr. and Mrs. John Voldseth Mr. and Mrs. Ambrose Pollock Ms. Belinda Rule Mr. and Mrs. Buzz F. Stahl Miss Kari Von Junkans Mrs. Barbara L. Potterfield Ms. Anne M. Rurka Mr. and Mrs. Tim F. Stapleton Mrs. Catherine von Schwind Mr. and Mrs. Peter B. Powles Mr. Kim A. Russell Mr. and Mrs. Jerry A. Steinbach Mr. James G. Vorhes Mr. and Mrs. Michael Praisner Mr. and Mrs. Ralph Sackerman Mrs. Noelle J. Steinbroner Mr. and Mrs. John D. Wagner, Jr. Mr. Anton Prange Mr. and Mrs. Bob A. Saleen Commander and Mr. and Mrs. Don F. Wald Capt. and Mrs. Don A. Prescott Mrs. Marta L. Santiago Mrs. Robert A. Stephan Mr. and Mrs. Andrew Walker Dr. Stephanie Taylor and Mr. and Mrs. Stuart Sargisson Mrs. Margi A. Stephenson Mr. Hilman P. Walker 11 Mr. Dan Presser Mrs. Susie Sarpkaya Mr. and Mrs. Peter M. Stern Mrs. Marcia Wall Mr. and Mrs. Bob Priestley Ms. Paula Jordanek and Mr. Fred Steudler Ms. Gabby A. Walters Mr. Bill Probasco Mr. Joel Sartoris Mr. and Mrs. Ray L. Stevenson Ms. Linda Butters and Dr. and Mrs. Rick C. Zug Jean Scholefield Monterey County Weekly Mr. Harvey A. Warr OUR PILLARS Mrs. Constance Segel Community Fund Mrs. Paula V. Washington Joele Allison Neil and Jill Sheffield Nancy Parker Benham Ms. Nancy Zimmerman and Katherine Bucquet Mrs. G. Marnie Shooter Endowment Fund Mr. Doug Weaver Jan Hopkins Jackson and Linda Smith Peter and Anne Thorp Fund Ms. Fay Webb Dan and Cynthia McGilloway Ann Solon Peter and Jackie Henning Fund Mrs. Joan D. Webb Liza Moe Kathy Spake Robert and Florence Slinger Fund Mr. and Mrs. Ken Weingarten Chuck and Barbara Sedelmeyer David Thorp Rodney and Betty Guilfoil Fund Mr. and Mrs. Rob R. Wellington David and Karen Sharp Peter and Anne Thorp Ted T. Fehring Family/Carmel Mr. and Mrs. Lloyd L. Wells Neil and Jill Sheffield Susan Turner Host Lions Club #2 Fund Mrs. Gerry J. West William and Irene Shreve Gabrielle A. Walters Community Hospital of the Mrs. Catherine M. Whitaker Barbara Anne Swain Robert and Shirley Watman Monterey Peninsula Dr. and Mrs. Geoff White LEGACY SOCIETY LIST Audrey P. Wiel Dunspaugh-Dalton Foundation, Inc. Mr. and Mrs. Ken White Andrew A. Allison Myles and Rhonda Williams First Republic Private Wealth Mrs. Audrey Pine Wiel Leonard J. and Shahin Anable Nancy G. Wright Management Mr. and Mrs. Curt C. Wiese Mr. Donald Balestrieri Wunsch Family Trust The Hartman Family Charitable Ms. Diane L. Wilcox Ella Z. Bekker Ben & Madelon Zimner Gift Fund Mr. and Mrs. Doug W. Wilhelm Gregory Benedict FOUNDATIONS, HUB International Mr. Emile Wilkinson Larry and Maureen Bordan CHARITABLE The John & Lillian Norton Ms. Carolyn F. Williams Gary and Sherry Brient ORGANIZATIONS & Charitable Fund Mr. and Mrs. Gerald W. Williams Mr. and Mrs. William Burns BUSINESSES The Larry & Phyllis Wilkinson Ms. Jacqueline O. Williams Foundation, Inc. Helga B. Buss Aetna Foundation, Inc. Ms. Vicki M. Williams Mast Realty Property Jacqueline Clampett-Jones The Alexander F. Victor Foundation Mark and Kimberly Willison Management Trust Mary Delfino Aspire Health Plan Mr. and Mrs. David C. Wilsey Monterey Peninsula Foundation, Drs. William and Bachecki, Crom and Co., LLP Mr. and Mrs. Mike R. Wilson host of the AT&T Pebble Beach Patricia Donovan Bank of America Mr. and Mrs. Ron C. Winger Pro-Am Robert Feller Barnet Segal Charitable Trust Mr. and Mrs. Peter G. Wissmeier Monterey Peninsula Volunteer Dr. Albert and Pauline Giordano The Benevity Community Impact Mrs. Joel C. Withers Services, Inc. Donald Graham Fund Ms. Seal Withers Motor Club Events, LLC Esther N. Haskins Big Sur CannaBotanicals Mr. and Mrs. Samuel A. Womer Noland, Hamerly, Etienne & Hoss Gael and Rosemarie Himmah Bill Hannon Foundation Mrs. Madeleine Wood The Park Lane Barbara and James Johnson Blind and Visually Impaired Center Mr. and Ms. Ron Wormser The Safeway Foundation Nancy J. Jones of Monterey County Inc. Mr. and Mrs. Tom Wortham Sam & Peggy Grossman Family Carol Bradley Lauderdale The Burnham Foundation Mr. and Mrs. Andrew W. Wright Foundation Laela and Zad Leavy Carmel Woman’s Club Nancy G. Wright The Sullian Refuerzo Group Patricia Lockhart and Central Coast Senior Services, Inc. Mrs. Mary R. Wright - Merrill Lynch Wealth Jonathan Lockhart Charles Schwab & Co., Inc. Mr. and Mrs. Jack A. Wulfmeyer Management Alexis and Michael Mason Community Foundation for Mr. and Mrs. Donald J. Wunsch The Thomas A. Werbe Family Dianne Mills Monterey County Mr. and Mrs. Vic C. Wykoff, Jr. Charitable Gift Fund Donald R. and Laura C. Newmark Frances Elgan and Werner Kunkel Ms. Joan Wynar Union Bank Foundation John and Susan O’Brien Fund Mr. and Mrs. Des Wytmans THE UPJOHN CALIFORNIA Joseph Olivier Fred Terman and Nan Borreson Ms. Alice Yee FUND Betsy Olson Fund Dr. and Mrs. Lawrence Zaslow Visionary Health Care Services Harry and June Pitkoff Josephine Bunn Fund Mr. and Mrs. Gene G. Zellmer VNA & Hospice Karen Y. Redding Margaret L. Musser Field of Mr. and Mrs. Patric R. Zito Wells Fargo Bank, N.A. Dorothy M. Reid Interest Fund Mr. and Mrs. Jon Zobler Neil K. Robertson Yellow Brick Road Benefit Shop

12 The Carmel Foundation protects the privacy of its donors. We do not sell our mailing lists to any other organization or business. If you wish to remain anonymous, please let us know when you make your contribution. Board of Directors

July 1, 2019 Officers Michael Mason, Chair Leslie Finnegan, Vice Chair Governance Dan McGilloway, CPA, Vice Chair Treasurer Diego Reyes, Vice Chair Development Katherine Bucquet, Secretary Directors Azniv Amirkhanian Jerry Bachecki Joan Crenshaw Cristy Dawson Susan Hinde Ken Hunter Shirley Kiatta Mitch Matthews Roger Meidl Tom Reddy Mary Jane Sligar The Carmel Foundation would like to thank Mary Crowe, Janie Franklin and Jennifer Hollingsworth for their years of service on the Board. Employees

July 1, 2019 Administration Holly Zoller, President/CEO Beth Bates, Director of Finance Leticia Garcia, Director of Support Services Melissa McKenzie, Director of Programs and Volunteer Services Michael Smith, Director of Facilities Kristine Ware, Director of Monterey Bay Village Kimberly Willison, Director of Development Staff Ana Almazan, Apartment Housekeeper Janice Barker, Member Services Lead Alfredo Campa, Facilities Assistant Vicki Delucchi, Administrative Assistant Carol Deuel, Member Services Chloe Finstad, Chef Assistant Kelly Gilpin, Chef Robbin Hala, Bookkeeper Mandy Kulp, Member Services Leanne Leonard, Development Associate Kari Martorella, Support Services Program Assistant Edmundo Rodriquez, Kitchen Assistant Susan Sailow, Member Services Gilda Soule, Executive Assistant

Front Cover: The Carmel Foundation Walking Group 13 Writing: Kimberly Willison, Director of Development Design: TMD Creative The Carmel Foundation SE Corner of 8th & Lincoln, P.O. Box 1050, Carmel, CA 93921 831.624.1588, www.carmelfoundation.org