Leadership Message

Leadership Message

35 Years of Giving

o celebrate 35 Years of Giving, this annual report provides a look back at our work encapsulated in previous annual reports along with a collage of the many people behind the work of The San Diego Foundation. T This is a gift to our community as a one-of-a-kind, comprehensive, It was most gratifying to us that more than 1,600 people attended interactive database to best inform donors of the meaningful our 35th Anniversary Celebration to honor the abundance of altruism work of these organizations. There is no cost to nonprofit of our donors and volunteers which allowed us to grant more than organizations to complete their online portraits, or snapshots. $43 million last year. Throughout this publication, we highlight This service provides donors with information to give better – the great successes of the immediate past fiscal year, but also both more focused and directed. commemorate the milestones since 1975. We celebrate with you and Looking back, we are very proud of the work we and our donors because of you. have accomplished together this past fiscal year. Yet, there is much While our local economy has not recovered to its maximum more we can and will do. The key to implementing our ongoing potential, there is inertia of positive improvement. Most impressively, strategic priorities is a plotted course for the San Diego region’s we have witnessed the generous spirit of San Diegans to continue future. For this reason, The San Diego Foundation has launched supporting the needs of our community in spite of the downturn. our Regional Vision Initiative. This effort will compile and prioritize The Foundation’s role of connecting philanthropists with meaningful the needs of all San Diegans and outline the efforts we must take and purposeful nonprofits and causes has never been more critical. together to support, enhance, enrich, and preserve our city and the Navigating through a dour economy, we must continue to provide a entire region. To restore our economic vitality and quality of life, we roadmap to community engagement and convene experts who can call for your support to charter this journey with us. assess the landscape ahead. Look for some exciting announcements in the coming year. As an important first step, we supported our nonprofit organizations by launching BetterGiving (www.sdfoundation.org, click on BetterGiving). Jerry Hoffmeister Bob Kelly Chair, Board of Governors, The San Diego Foundation President & CEO, The San Diego Foundation

The San Diego Foundation | Annual Report 2010 1 Vision & Mission Vision for the Community Our vision is a community where generosity and civic engagement are valued and practiced by all Values for The San Diego Foundation people in service to the common good. The San Diego Foundation has six values for our region – stewardship, community, collaboration, inclusion and equity, service, and legacy. Throughout Mission this Annual Report, we highlight these values which are indicated by our logo. The mission of The San Diego Foundation is to improve the quality of life in all of our communities by providing leadership for effective philanthropy that builds enduring assets and by promoting community solutions through research, convenings and actions that advance the common good. Visit Our New Web Site! Preserve the Past. Protect What’s Good. Create a Better Future. Click. Explore. Give. Receive.

Generosity never loses its value. sdfoundation.org

Contents Charitable Giving 3-19 Environment 32 La Jolla Community Foundation 48 New Endowment Funds 4-5 Health & Human Services 33 Oceanside Charitable Foundation 49 New Non-Endowment Funds 6-11 Organizational Success 34 Rancho Bernardo Community Foundation 50 New Legacy Funds 12-14 San Diego Teachers’ Fund 35 Chula Vista Charitable Foundation 51 Legacy League 15-18 Scholarships 36 Ramona Community Foundation 51 How to Open a Fund 19 Science & Technology 37 Volunteers 52-62 Donor Experience & 20-22 Partner Organizations Board of Governors 54-59 Engagement San Diego Regional Disaster Fund 38 Volunteers 60-62 San Diego Women’s Foundation 39 Financial Highlights 63-71 Civic Leadership 23-42 List of Grantees 40-41 Civic Engagement 24-25 Financial Information 64-65 Fund for the Common Good 42 Friends of The Foundation 26-27 List of Contributors 66-71 Programs 28 Community Foundations 43-51 To Honor Arts & Culture 29 4SRanch~Del Sur Community Foundation 45 Spotlight on a Legacy Gift: 72 Balboa Park Trust 30 Carlsbad Charitable Foundation 46 Joan Marie Stevens Civil Society 31 Escondido Charitable Foundation 47 In Memoriam 72

2 The San Diego Foundation | Annual Report 2010 CHARITABLE GIVING The San Diego Foundation Values Inclusion & Equity We respect and value the contributions and experiences of all members of our community in the work that we do.

1975

Incorporated as the San Diego Community 1978 1980 Foundation to build permanent charitable assets for the benefit of San Diegans Preserved Spruce Street Bridge Opened the McKinnon Fund and the surrounding open through a gift by former U.S. Ambassador Ted Gildred provided the space through a major gift Congressman Clinton initial gift to incorporate The Foundation from Virginia McKinsey Smith D. McKinnon and his 1976 1979 wife Lucille Assisted in the rebuilding Distributed our first grants supporting the of the YWCA organization now known as San Diego ARC, the historical preservation of the La Jolla Women’s Club and the founding of what is now known as LEAD San Diego an Diegans are passionate about a myriad of issues than $700 million into the community over our 35-year history. This is and initiatives, and thousands generously preserve their only possible because our incredibly generous donors continue to be passions by giving to The San Diego Foundation. These committed to giving in all times whether austere or prosperous. Giving is Sindividuals, organizations and foundations rely on our integral to the cultural fabric of San Diegans. Give for the expertise in charitable giving and our assessment of the needs of the Our generous donors give through a variety of fund options. On the Greater Good. San Diego region. following pages, we highlight and honor the donors who opened new The pinnacle accomplishment of The Foundation is the granting of more funds during the period of July 1, 2009 to June 30, 2010.

New Endowment Funds onors who choose an endowment provide a permanent gift This year, the following new endowments were created at to fund their passion or cause in perpetuity. An endowment The San Diego Foundation. While several are featured on the following page, continues and often increases because a portion of the gift the complete biographical information for every endowment is available on Preserve is preserved and is never spent. The earnings are granted or our web site at www.sdfoundation.org/endowments. Charitable Giving: Endowments Charitable D Your Passion. compounded each year, so the endowment is retained, thereby preserving the longevity of a cause or organization by providing for current and future needs.

AAUW East County Legacy Loraine Hindman, the scholarship will be available to students who Foundation Fund have demonstrated a commitment to serving their community. The American Association of University Women works nationwide Arthur J. Jessop Memorial Fund to promote equity for women and girls. With more than 18,000 members in California, AAUW-CA is among the most active and This fund is in memory of Arthur J. Jessop, who loved sailing and diverse organizations for women in the state. The AAUW East County enjoyed seeing youth learn the sport. It has been established to Legacy Foundation Fund will assist in promoting the AAUW mission, support the San Diego Yacht Club Foundation’s youth sailing program, specifically through awarding scholarships and through community so future generations will learn to enjoy this wonderful sport. The involvement. youth program at the SDYC supports teams from many high schools, making sailing available to youth from all over San Diego. MTACSD - Helen B. Goodlin Fund Charlie Jones Fund The MTACSD - Helen B. Goodlin Fund annually awards scholarships The late Charlie Jones spent more than 45 years as a professional to young musicians of San Diego County. Each year, more than 60 broadcaster and an unprecedented 38 years as an AFL and NFL junior and senior high school students audition for the prestigious play-by-play announcer. At NBC, Jones announced 28 different Charlie Jones, sportscaster. awards. Administered by the Music Teachers’ Association of California, sports and three Olympic Games. In 1997, Jones was honored awareness. It gave him great joy to help those less fortunate than San Diego Branch, the fund awards scholarships funded by the with the Pro Football Hall of Fame’s distinguished Pete Rozelle himself, and bring smiles to strangers with random acts of kindness. It interest from the fund. Radio-Television Award. He was the author of more than seven was his hope to continue to make a difference in the lives of others by books, including Heaven Can Wait: Surviving Cancer and The New Hindman Family Scholarship Fund creating an endowment fund at The San Diego Foundation. The Hindman Family Scholarship Fund offers scholarships to York Times bestseller What Makes Winners Win. A long-time La graduating high school seniors who will attend a two-year, trade or Jollan, Charlie was always generous with his time and talent, often vocational school. Established by the estate of Robert E. and Lora volunteering his majestic voice to help nonprofits raise money and

4 The San Diego Foundation | Annual Report 2010 Charitable Giving: Endowments Rozella E. O’Bryant Animal Fund The Rozella E. O’Bryant Animal Fund was established to benefit the Zoological Society of San Diego, the San Diego Humane Society & SPCA, the Friends of the Sea Otters, and two Yorkshire Terrier organizations. Rozella had a passion for animals throughout her life, especially for her beloved dogs. She retired as a Lieutenant Commander in the United States Navy and lived for many years in Tierrasanta. Ann Parode Fund After practicing law for 35 years, Ann Parode retired in 2007 to spend more time having fun with her husband. She was born in the Los Angeles area, and has lived west of Pacific Coast Highway virtually all her life. With a long history of community service, Ann’s volunteer work while serving as executive vice president and general counsel at San Diego Trust & Savings Bank enabled her to appreciate the many people who work to improve their communities Board member Robert Dynes with past Board members Mary Walshok, Jerome Katzin, and Ann Parode Dynes. in San Diego County. She also witnessed the spirit of philanthropy during her tenure on The San Diego Foundation board of governors, transfer, general education, mastery of basic skills, and employment. Swansen Family Foundation including serving as board president. Ann currently serves on the This endowment was established to further the educational activities The Swansen Family Foundation was established to assist youth, board of Voices for Children, and has served on the boards for the and mission of the district and to benefit the students of City College, helping them grow into responsible adults and engaged citizens Girard Foundation, the Boys & Girls Clubs of San Diego, and Senior Mesa College, Miramar College, and continuing education. who will contribute proudly to the community. The Swansen Community Centers, among several other professional and charitable Barbara Snodgrass Mau Fund family is also involved in youth sports, mentoring, and community organizations. The Ann Parode Fund is an advised endowment that The Barbara Snodgrass Mau Fund for the Common Good of the development. This foundation represents a family tradition of giving, was developed to support general charitable purposes, including the San Diego region will support unrestricted grantmaking by the which will grow through the years reflecting the causes and passion preservation and expansion of wildlife habitats in San Diego County board of governors of The San Diego Foundation. This will help of each new generation. and the protection and caring for wild, domesticated, farm, and The San Diego Foundation respond to community needs as they other animals living in San Diego County. Another purpose of this arise and expand the information available to other funds and donors. fund is to distribute a gift from Ann’s eventual estate that will seed legacy funds Ann developed on behalf of her friends and family, who Joan M. Stevens Fund I and The San Diego Foundation expresses our utmost gratitude will have the pleasure of making charitable grants to organizations Joan M. Stevens Fund II for the following funds also established during this past fiscal year. of their choice. Joan M. Stevens retired to La Jolla in 1976 after 18 years San Diego Community College District of building her business in Long Grove, Illinois. Here, she The Bird Foundation became an active member of the community and enthusiastic Endowment Fund Rebecca Grossenbacher Legacy Fund volunteer. She was particularly involved with the San Diego This endowment trust was established as a means of supporting a Humane Society, the Zoological Society of San Diego, and Emil and Esther Guttman Fund permanent endowment fund held for the benefit of the San Diego the Scripps Stevens Cancer Center, where she served as Judge Napoleon A. Jones, Jr. Fund Community College District (SDCCD) and its auxiliary organization, a member of the board. With the help of major gifts from her estate, Rivkin Family Fund II the San Diego Community College Auxiliary Organization. As the Joan M. Stevens Funds I and II were endowed to continue Joan’s RSF Open Space Fund second-largest community college district in California and one of dedication in perpetuity. The first fund will benefit the Humane the largest in the nation, the SDCCD serves 100,000+ students Society and Zoological Society, the second will benefit the Scripps each semester in classes and programs leading to university Cancer Center.

The San Diego Foundation | Annual Report 2010 5 New Non-Endowment Funds onors who choose a non-endowment fund may heed This year, the following non-endowments were established in the the call for current needs. With the ability to grant at any period from July 1, 2009 to June 30, 2010. Biographical descriptions dollar amount, a need may be accessed and provided illustrating their purpose and intent follow. For a complete list, visit Dfor accordingly. www.sdfoundation.org/nonendowments. Provide for Non-endowments can distribute from the full amount of their gift to Current Needs. support diverse, worthwhile causes and organizations.

Antonio Biondo Scholarship Fund The Antonio Biondo Scholarship Fund was established by Betsey and Vincent Biondo in honor of Mr. Biondo’s grandfather, who immigrated from Italy at age 14 to build a life in the United States. The scholarship is available to immigrants and children of immigrants from developing countries who are students at San Diego State University and who plan to pursue careers in public service. Charitable Giving: Non-Endowments Charitable CareFusion Foundation I and CareFusion Foundation II CareFusion is a global corporation serving the health care industry with products and services that help hospitals significantly improve the safety and quality of care. More than 15,000 people are employed in CareFusion’s global operations. The CareFusion Board member Bill Geppert and his wife Amy Geppert, fund advisors for the Bannister Hall Fund. Foundation strives to partner with nonprofit organizations making a measurable difference in the quality of healthcare. The foundation Bannister Hall Fund Bay Vista Fund will also promote volunteerism and support the communities where For almost 15 years, Bill and Amy Geppert have been actively The Bay Vista Fund was opened from a portion of the proceeds of CareFusion employees live and work. involved in the San Diego community. They have supported the sale of the Bay Vista Methodist Heights Apartments, a nonprofit important programs at Junior Achievement, the San Diego Red affiliate of St. Paul United Methodist Church. The nonprofit, founded Cross, San Diego Symphony, Union of Pan Asian Communities, and and led by the Reverend Grandison M. Phelps, Jr., now deceased, The San Diego Foundation’s own Endow San Diego campaign. In purchased 16 acres of unwanted land in southeastern San Diego addition to serving as senior vice president and general manager in 1967 and built an apartment complex housing nearly 1,800 of Cox Communications in San Diego, Bill served as chairman of low-income families and seniors. The Bay Vista fund was established the San Diego Regional Economic Development Corporation and by Cheryl A. Phelps in honor of the extraordinary vision, leadership, chaired the San Diego Regional Chamber of Commerce. The and resolve of her father and the congregation of his church. The Gepperts believe strongly in charitable giving and recently created fund supports efforts and activities that lead to improved civic a donor advised fund at The Foundation to support their numerous engagement and community development, particularly in the and varied philanthropic interests. historically under-invested neighborhoods of San Diego’s Fourth Council District.

6 The San Diego Foundation | Annual Report 2010 Caster Family Foundation Elizabeth N. Crane Foundation Fund Edgemoor Resident Enrichment Fund Charitable Giving: Non-Endowments Terrence and Barbara Caster established the Caster Family Elizabeth N. Crane was a resident of La Jolla from 1948 until her Edgemoor is a distinct part-skilled nursing facility owned and Foundation to build on the family’s commitment to their community death in 2007. She was a successful real estate broker, operating operated by the County of San Diego and licensed by the State and to aid people living in poverty in San Diego and around the world. Crane Real Estate in the 1960s and 1970s, and a long-term member of California as part of the San Diego County Psychiatric Hospital. The Caster Family Foundation is rooted in Christian compassion of the La Jolla Beach and Tennis Club. Her only child suffered from Edgemoor provides long-term, 24-hour care to individuals whose for people who lack basic life necessities including health care, psychological distress and died at age 27, prompting Mrs. Crane care needs exceed the capabilities of available area nursing facilities. education, and economic opportunities. The foundation also seeks to create a charitable trust under her estate plan known as the The Edgemoor Resident Enrichment Fund supports programs such to train and equip future leaders who are pursuing a vocation of Elizabeth N. Crane Foundation, organized to support programs that as the Healing HeARTS therapeutic arts program, as well as other service. The Caster’s include their whole family of eight children, 46 provide an effective, compassionate path to self-managed recovery resident enrichment programs and activities not met with other grandchildren, and five great-grandchildren in the entire process of from mental illness, behavioral disorders and stress. The trustees funding resources, in order to provide options for support and care learning about and making charitable investments in partnership with are Lincoln H. Banks, a professional fiduciary, and Jill Underwood, a to promote healing for this vulnerable population. The San Diego Foundation. long-time friend of Elizabeth N. Crane. Del Mar Healthcare Fund Del Mar Healthcare, Inc. is a nonprofit corporation whose charitable purpose is to meet the housing, health and financial security needs of seniors. Since 1996, Del Mar has provided seniors with housing and healthcare services through ownership of facilities and through its affiliated companies. The Del Mar Healthcare Fund will work with The San Diego Foundation’s Community Partnerships department to identify community needs and develop grantmaking strategies, taking advantage of The San Diego Foundation’s research expertise to execute Del Mar’s charitable giving.

The Gwynneth Conway Memorial Scholarship encourages foster students to attend a trade or vocational school. Escondido High School Students, 1956. Gwynneth Conway Memorial Scholarship Dan Conway established the Gwynneth Conway Memorial EHS Class of ’56 Scholarship Fund Scholarship to honor his late wife. He wants to encourage foster The EHS Class of ’56 Scholarship Fund was established by members students, who feel a college degree is not the best option for them, of the Escondido High graduating class of 1956 to assist current to pursue alternative avenues to a post-secondary education. The graduating Escondido High School seniors who have attended scholarship is available to foster youth and former foster youth EHS for all four years, have a financial need, and plan to attend a in San Diego County who plan to attend a licensed trade or two-year community college in the U.S. The scholarship may be vocational school. used for tuition, books, fees, and educational supplies. The alumni of the EHS Class of 1956 wish to contribute to furthering the education Del Mar Healthcare Fund addresses housing, health and financial of EHS graduates for years to come. needs of seniors.

The San Diego Foundation | Annual Report 2010 7 Elite Gives Back Foundation Hannaman Family Fund Cheryl A. Johnson Lung Cancer Fund The mission of Elite Gives Back is to provide funding and strategic Long-time San Diego residents, Beth and Bill Hannaman established Lung cancer is a relentless killer with no present cure. Significant assistance to charitable organizations that promote community events. the Hannaman Family Fund to support the causes that are important strides have been made in extending life, and Cheryl Johnson to their family. They include organizations that provide services to the successfully battled her cancer for four-and-a-half years before Feuer Family Foundation disabled and to the disadvantaged youth in our community, various succumbing. This fund was established by her husband and her This fund will support general charitable purposes. public education programs and the charitable work of the Episcopal siblings to make distributions directly to charitable organizations Church of the Good Samaritan. that are engaged in promising research into reducing lung cancer’s Adrian Gonzalez Scholarship Fund lethality and developing a cure. Adrian and Betsy Gonzalez share a passion for helping San Diego’s youth; therefore, establishing a scholarship fund to help young Mansury Family Fund people access higher education was the perfect fit for them. The After emigrating from Afghanistan to America in the 1970s, the Adrian Gonzalez Scholarship is open to graduating public high school Mansury family found themselves unable to return to their homeland seniors who plan to attend a four-year university in California. The due to an ongoing war with the Soviet Union. They chose to settle in scholarship will support students with a history of active involvement San Diego as one of the first Afghan families in the region and began in community service, extracurricular activities or work experience. the process of rebuilding their lives. Ahmad and Parween enjoyed raising their two daughters, Nazie and Arzo, in San Diego and consider it a home away from home. The idea of giving to those who are less fortunate is central to their Muslim faith, and so the family established a charitable fund at The San Diego Foundation. They hope to grow Charitable Giving: Non-Endowments Charitable their fund and do more for those who need it most.

Children enjoying a music class. Isaacs Brothers Foundation The Isaacs Brothers Foundation recently joined The San Diego Foundation’s family of funds. It was created in the late 1950s by Dr. Hart Isaacs and his father Hart Isaacs, Sr. The foundation supports a variety of philanthropic and community organizations, with a particular emphasis on oceanography, education, music, and children’s causes. Dr. and Mrs. Hart Isaacs (Patricia) currently advise the fund. They reside in Del Mar and have five children and 12 grandchildren, who they anticipate will carry on their charitable giving for generations to come. Ahmad and Parween Mansury.

Adrian Gonzalez has a foundation and scholarship fund at The San Diego Foundation.

8 The San Diego Foundation | Annual Report 2010 Charitable Giving: Non-Endowments Donald Morrison Memorial Scholarship Fund The Donald Morrison Memorial Scholarship Fund was set up in memory of Donald Morrison by his wife Geraldine and their four daughters. Donald was a champion of civil rights who was dedicated to teaching minority and economically disadvantaged children. His family and friends want to honor Donald by awarding scholarships to low-income black or hispanic students whose parents have not had the opportunity to go to college. Mr. Morrison moved to San Diego in 1957 with his wife Geraldine and daughters. Previously as a World War II Veteran, he had returned to school and received his bachelor’s and master’s degrees from Pacific University in Forest Grove, Oregon and had taught six years in neighboring Hillsboro. In the San Diego City School District he taught social studies at Montgomery Junior High School until 1966, then transferred to Gompers Junior High School, where he spent most of his career. He retired in 1990 while teaching at the Gompers Magnet San Diego Women’s Foundation director Tracy Johnson, and fund Pacific Beacon Scholarship Fund High School. During his career, Mr. Morrison served as a leader in advisors George Olmstead and Cynthia Olmstead. The Pacific Beacon Scholarship Fund was set up by the Clark Realty the local, state and national teacher organizations. He served as Cynthia and George Olmstead Fund Companies to directly benefit the educational pursuits of active president of the San Diego Teachers’ Association from 1964 to With more than 20 years’ experience as an organizational military residents at Pacific Beacon and Palmer Hall (located at 1966 and president-elect and president of the National Education development specialist, Cindy’s professional focus was on helping Naval Base San Diego). The fund was established with the generous Association from 1970 to 1972. He returned to Washington, D.C. organizations and individuals, nationally and internationally, to donations of Clark Cares and many of the local contractors and in 1975-1976 to serve as a research fellow at the National Institute build and maintain trust. She developed a series of programs members of the local business community who helped build Pacific of Education. Among his honors was a doctorate of humane letters called TrustWorks! that teach a common language of trust, build Beacon. The fund was created to provide assistance with tuition awarded by Pacific University, where he delivered a commencement strategic plans and train leaders. Cindy recently sold her business and/or the cost of course materials, such as books, for sailors who address. He died in 2009. to the Ken Blanchard Companies. She is continuing her work as have a passion for post-secondary continuing education. These Eleanor and Jerome Navarra Foundation an organizational consultant as well as devoting her energy and scholarships will directly benefit residents of the newly built Pacific enthusiasm to continuing her presidency of The San Diego Women’s Beacon community, which has four classrooms within the residential In addition to running one of San Diego’s most recognizable Foundation for a second year in 2010. Cindy was a founding buildings that are actively used by select universities. local businesses, Jerome’s Furniture, Eleanor and Jerome member of SDWF. A native San Diegan, Cindy has been active on Navarra have a long history of commitment to the community. the Second Chance board, is past chair of LEAD San Diego and is The Eleanor and Jerome Navarra Foundation was established by a former member of the Downtown Rotary Club. George is also a using the assets from a private foundation to establish a fund with native San Diegan who was a wills and estate attorney in San Diego The San Diego Foundation. The fund will engage in general charitable for more than 38 years before his retirement several years ago. He support to complement the Navarra family’s hands-on involvement now rides his bicycle on long-distance trips, having ridden across with the San Diego Natural History Museum and other causes. the United States, parts of Spain and New Zealand, and points north and south. George sits on the board for the San Diego Hospice and The Institute for Palliative Medicine. George and Cindy have five children between them and 13 grandchildren. Cindy and George established their fund to support general charitable purposes. Scholarsip recipients Calvin Ashley, Karl Antoine and Alyssa Gardiner, and Bryan Lamb from Clark Realty.

The San Diego Foundation | Annual Report 2010 9 The Padilla Family Foundation the 1960s, chairing many organizations throughout the community. The Padilla Family Foundation (TPFF) was formed in 2009 by the Hal was named Mr. San Diego in 2007 in recognition of these efforts. Padilla family, in honor of Robert and Sallie Padilla. The Padillas set Mary has also been extremely active in the community. She was an example of hard work and determination for their immediate and PTA president of Silvergate Elementary School and is a National PTA extended family. With their love, support and guidance, the first family member. Mary was a Girl Scout leader, president of the Women’s member attended and graduated from college in 1982. Today, the Architectural League, and on the board of ARCS and the Symphony. next generation of family members are either attending or applying She is also a member of the Thursday Club and was president of to colleges, with more college graduates sure to follow. It is in this Makua Auxiliary supporting Voices for Children. Hal and Mary will use spirit of stressing the value of a strong work ethic along with the their fund, and their involvement with The San Diego Foundation, to importance of higher education and of starting the cycle of college support and learn about charities throughout San Diego. matriculation within families that The Padilla Family Foundation was The Spector Family Fund established. The primary goal of The Padilla Family Foundation is to provide scholarship support to children that have been traditionally For many years, Dr. Alan and Nancy Spector have volunteered in underserved in the San Diego community and beyond. The Padilla the San Diego community with a variety of organizations including Family Foundation believes that the best investment for our future the Alzheimer’s Association, Junior Achievement, Old Globe, starts with making sure that every child has access to a college San Diego Library Foundation, San Diego State University, and education. The Padilla Family Foundation recognizes The Barrio the San Diego Women’s Foundation. Alan retired after 28 years Logan College Institute as primary beneficiary of TPFF, as the goals as a board-certified obstetrician/gynecologist and enjoys actively participating with The San Diego Foundation’s Balboa Park Trust of BLCI align perfectly with those of the foundation. Jason Polletta crosses the finish line at the San Jose LIVESTRONG Charitable Giving: Non-Endowments Charitable 100-mile challenge. Committee and the Science & Technology Working Group, while Nancy chairs The Foundation’s Professional Advisor Council. A Rancho Sisquoc LIVESTRONG current Foundation board member, Nancy communicates her Challenge Fund passion for charitable giving to clients who rely on her expertise as a The Rancho Sisquoc LIVESTRONG Challenge Fund was established certified specialist in estate planning, trust and probate law. She and by Jason Polletta and Michael Pattison to further their efforts in raising Alan both recognize the considerable impact that charitable giving money for the Lance Armstrong Foundation, which addresses the has had on the regional community, and established The Spector concerns faced by cancer survivors. The fund will support the Lance Family Fund to support their many and varied philanthropic interests. Armstrong Foundation by effectively expanding the foundation’s fundraising window and helping to organize personal and corporate donations. Both Jason and Mike have dealt with cancer through close family members, so their fight against cancer is personal and never-ending. The Hal and Mary Sadler Family Foundation Hal and his wife Mary are long-time San Diegans living in Point Loma. They have two daughters, one in San Diego and the other in Seattle, and four grandchildren. Hal is one of the founding members of Tucker Sadler Architects. Founded in 1957, Tucker Sadler Architects has become one of the most successful, full-service design firms in the nation. Tucker Sadler Architects has designed The Padilla Family Foundation benefits The Barrio Logan some of the most exciting architectural projects in San Diego. College Institute. Hal has been involved in charitable organizations in San Diego since Board member Nancy Spector and Dr. Alan Spector, fund advisors.

10 The San Diego Foundation | Annual Report 2010 St. Bernard Gives Back Rochelle and Paul Treger Family Fund Young Family Trust Charitable Giving: Non-Endowments The purpose of this fund is to impact the lives of and make a positive The Rochelle and Paul Treger Family Fund was set up by The Young Family Trust was established by Jim and Janice Young difference for children and others who face physical, emotional, and Drs. Rochelle and Paul Treger in 2009 with the goal of supporting the to support charities that improve the well-being of children with a social challenges. By partnering with other charitable organizations, local San Diego community, with a special emphasis on Alzheimer’s specific interest in education and wellness. In addition, leaving the the fund focuses on collecting and directing donations through disease and breast cancer research. world better than we found it - sustainable behavior - is an area employee involvement and campaigns in order to help improve the which they are involved in both personally and in their business quality of life for those less fortunate. Twomey Graduate School activities. Inspired by their children, Grace and Hannah, Jim and Scholarship Fund Janice use their charitable giving to demonstrate to their children the The Twomey Graduate School Scholarship Fund will support former importance of being connected to the world and to instill a sense of San Diego County foster youth who will attend or are currently responsibility and caring for those less fortunate. attending graduate school. Chris and Rebecca Twomey became aware of the particular needs of current and former foster youth through Rebecca’s work as a court-appointed special advocate. This scholarship will extend available resources to former foster youth pursuing higher education. Tyler Family Charitable Trust Jack and Joan Tyler are long-time residents of Imperial Valley and set up their fund to assist charities in Imperial Valley. Jack’s parents The San Diego Foundation expresses our utmost gratitude came to Imperial Valley in 1916 and 1920 and started the Tyler for the following funds also established during this past Insurance Agency in 1921. In 1957, after college, Jack joined the fiscal year. firm. His sons now run the firm. Joan came to the valley in 1965 Brawley Community Foundation Fund from Escondido. She is a CPA and became the first female CPA in the Imperial Valley for the next 10 years. She started the firm Clausen Family Fund Swain & Kennerson. Both Jack and Joan are now retired. Jack is a Imperial County Office of Education Rotarian and Joan a Soroptimist, both past presidents. Jack is a past (ICOE) Foundation Team Godfather Charitable Foundation supports medical research. president of the El Centro Chamber of Commerce and ARC Imperial Imperial Valley Community Foundation Valley and is currently on the board of the Imperial Valley Community Team Godfather Charitable Foundation Foundation. Joan was on the board of directors of the United Way Non-Endowment Fund Team Godfather Charitable Foundation is a fund at for more than 20 years, and held the offices of both president and Joseph & Diane Charitable Foundation The San Diego Foundation dedicated to building charitable treasurer. Both Jack and Joan have always believed in giving back Pettit Family Foundation capital to support national and local medical research, with to their community. Scott Nelson Pettit Foundation an emphasis on fun and engaging public fundraising events. In September 2009, Michael Ramirez (a.k.a. Godfather) was Marjorie Rose Warren Scholarship Fund Rivkin Family Fund I diagnosed with ALS (Lou Gehrig’s disease). In May 2010, The Marjorie Rose Warren Scholarship supports students at Rivkin Family Fund I - Securities Mike and his wife, Maureen, friends and family founded Team San Diego State University working towards their teaching Michael and Linda Rivkin Fund Godfather Charitable Foundation with the immediate goal of credentials with plans to become public school teachers. The Robert and Luciene Rivkin Fund raising money to donate to fast-track ALS research. scholarship was established in honor of dedicated public school Santa Catalina Fund for Higher Education teacher Marjorie Rose Warren by her daughter and son-in-law, Betsey and Vincent Biondo. Brent Woodall Scholarship Foundation

The San Diego Foundation | Annual Report 2010 11 New Legacy Funds

here is no better way to recognize an individual than a legacy will be thoughtfully considered and judiciously preserved in their Legacy Fund in one’s honor. Well beyond their lifetime, loving memory. Honor The San Diego Foundation will provide ongoing stewardship Information on some of the legacy funds established during the period Tof estate gifts to support a cause or organization for which of July 1, 2009 to June 30, 2010 follows. For a complete list of these Their Memory. the donor championed. The intention of the donor and their lasting honorable legacies, visit www.sdfoundation.org/legacy.

Charitable Giving: Legacy Charitable Bette Costello Legacy Fund Wayne E. and Edith E. Gilbert The Bette Costello Legacy Fund was established to support the Legacy Fund changing needs of underprivileged boys and girls in the San Diego The Wayne E. and Edith E. Gilbert Legacy Fund was created to honor region in perpetuity. Mr. and Mrs. Gilbert. Wayne, a San Diego native and Hoover High graduate, was the founder and owner of Gilbert Machine Shop, one of Mary E. Erlenborn & San Diego’s premier precision machine shops. Wayne had a passion Thomas E. Templeton Legacy Fund for collecting and restoring antique musical instruments. He was also Mary E. Erlenborn & a skilled trap shooter, fly fisherman and inventor. Wayne passed away Thomas E. Templeton Endowment Fund in 1989. Edith was born and raised on Canada’s Prince Edward Island. She moved to the San Diego area in the mid-1950s. Edith Mary and Tom have enjoyed many successes as finance executives worked for San Diego’s Design Center for 34 years, and now splits in the corporate world. With a smile, they confess that they don’t her time between homes in Idaho and Carlsbad. This fund will support splurge much, except for the frequent travels they enjoy together. Pacific Ridge School; an innovative, globally engaged independent When Mary’s mother passed away and left the nest egg from school in Carlsbad, CA. the family farm entirely to Mary without ever allowing herself the Guido Adler Music Scholarship Fund gives students the opportunity to pursue an education and a career in music. little luxuries of life, Mary knew her legacy plans would include her mother’s charitable passions as well. Tom is very involved Guido Adler Music Scholarship Fund in his church’s ministry, and also as a volunteer treasurer of a The Guido Adler Music Scholarship Fund was established to be nonprofit organization serving the homeless. He credits his social one of the beneficiaries of Tom Adler’s current advised fund. It will consciousness reawakening to their pastor. Mary and Tom agree: provide scholarships to graduating seniors who plan to attend a four- with the blessings they have had, it is their responsibility to give year university in the United States and pursue a degree in music. back. The legacy funds will support, in perpetuity, Tom’s and Mary’s These students will have demonstrated their passion for music by favorite organizations as well as the San Diego region’s most urgent playing a musical instrument during their high school years. Mr. needs in the areas of health and human services, arts and culture, Adler’s intent is to give students who demonstrate financial need the and organizational success. opportunity to pursue an education and career in music.

Students at Pacific Ridge School.

12 The San Diego Foundation | Annual Report 2010 Charitable Giving: Legacy R. Stephen & Nancy D. Howard Thomas E. Nordstrom Charitable Fund Legacy Fund Thomas E. Nordstrom established this fund with a vision of providing R. Stephen & Nancy D. Howard funds to qualified charities for the benefit of the local communities Endowment Fund of his nieces and nephews and their families. An advisory committee composed of Mr. Nordstrom’s nieces and nephews will recommend Nancy and Steve Howard have long supported the arts and education local charities on an annual basis. in San Diego and the medical well-being of residents. Broadening the exposure to music, arts and varied cultures enhances a well-rounded education and expands appreciation and inclusion of all people and the strength of society. By focusing on further educational efforts in these areas, through The San Diego Foundation, they will be able to continue as ambassadors for music, arts and medical well-being and continue to contribute to this vibrant community that has offered so much.

Board chair Jerry Hoffmeister with his wife Ingrid, fund advisors for the Hoffmeister Family Fund. The Hoffmeister Family Fund Since 2002, Jerry and Ingrid Hoffmeister have been integrally involved with The San Diego Foundation, both as volunteers and through the distribution of grants from their donor-advised Gerald and Ingrid Hoffmeister Fund. Currently chairman of The Foundation’s Artistic expression builds confidence and instills joy. board of governors, Jerry also serves on the Organizational Success Program Working Group, the Science & Technology Working Group, Mary Nordstrom with husband and Creative Nail Design founder Charles and Enid Janeck Memorial Fund Stu Nordstrom. the Regional Vision Committee, the Strategic Planning Committee and is vice chairman of the North County Coastal Civic Alliance. The Charles and Enid Janeck Memorial Fund will support the San The Hoffmeisters have been involved throughout the community Diego Salvation Army’s programs, including camp scholarships. Robert and Hollyce Phillips Fund with organizations such as EJE Academies (a dual-language charter Robert and Hollyce Phillips were motivated to create a legacy fund Ronald F. Newby Fund school in El Cajon), Project Walk, and internationally with Chhahari (a out of a commitment to giving back not only today, but forever. Nepalese orphanage). Recently, Jerry and Ingrid decided to establish Ron Newby has a passion for art and science. Following his Since moving to the San Diego area, they have been impressed a legacy fund that will provide ongoing support to these and other retirement from the Salk Institute, where he conducted research in with the valuable contributions that The San Diego Foundation has important programs to address global poverty, environmental issues, the biological sciences, he founded the Bronowski Art & Science made to the region’s nonprofit community. Their endowment fund and the education of at-risk children. The Hoffmeisters are inspired Forum, a lecture series designed to increase intellectual discourse will focus on education, the arts, and give continued support to by people who really care about the world and who understand on the commonalities of arts and science. Ron’s legacy fund will The Foundation through its Fund for the Common Good. about the joy of giving back. support Natural Resources Defense Council, National Public Radio (NPR), KPBS, and the Sierra Club. The San Diego Foundation | Annual Report 2010 13 Chuck and Mimi Powell Legacy Fund Ross G. Rose Escondido Humane Society Fund The Chuck and Mimi Powell Legacy Fund was created to honor Chuck and Mimi, two hardworking The Ross G. Rose Escondido Humane Society Fund is a legacy fund established by Ross G. Rose to people who met on the dance floor and enjoyed more than 50 years together. Mimi was a high school provide general support for the Escondido Humane Society. Through this non-endowed legacy fund, it is teacher for more than three decades. An avid animal lover, she supported her favorite charities year expected that the Escondido Humane Society will receive support for 13 years. after year. Chuck spent his career as the City of San Diego’s land surveyor. He was known by his friends as someone who always spoke his mind and enjoyed flying his airplane. The fund will support wild and domestic animal care, programs benefiting children fighting life-threatening diseases, breast cancer research,and a local camp. Charitable Giving: Legacy Charitable

The Ross G. Rose Escondido Humane Society Fund will protect many of man’s best friends.

Mary Manning Rutland Fund Mary Manning Rutland is a practicing psychotherapist who has lived and worked in San Diego for many years. She supports numerous local and international charitable organizations such as Women’s Deb Quiett and her dog Bear from The Quiett Charitable Fund. Empowerment International, which promotes self-sufficiency through micro-finance loans to women in Mexico, Honduras, and Africa (as well as refugees here in San Diego). Mary also supports the local The Quiett Charitable Fund affiliate of the National Alliance for Mental Illness. Through the establishment of the Mary Manning Rutland Deb Quiett feels so fortunate to have been put in touch with The San Diego Foundation so that she may Fund, her legacy will support schizophrenia research, symphonic music, the environment, and projects give back to the community in such a thoughtful and meaningful way. Her love of animals and deep that empower women in San Diego and around the world. and abiding respect for the people who care for them prompted the inclusion of several organizations dedicated to just that. The charities that Deb has designated as future beneficiaries of this fund are those Witt-Matheny Fund she believes will continue to protect and serve the best interests of not only domesticated animals, but Jerry Witt and Harry Matheny chose the legacy fund program to continue their support of the those in the wild as well. However, the fund was also set up to help people in three distinct areas: hospice arts in San Diego after their deaths, at which time their legacy fund will be supported through the care, women’s centers, and scholarships for students at SDSU. Each of these areas have a special place Witt/Matheny Trust. This fund will support young people – in junior high school, high school and college in her heart. who struggle for socio-economic, substance abuse or sexual-orientation reasons – empowering their individual passion in the performing and creative arts. Projects in musical theater, opera, acting and stage, church music ministry, amateur productions, scholarships, and mentoring may be supported by the fund.

14 The San Diego Foundation | Annual Report 2010 Charitable Giving: Legacy League

Legacy League Members

e honor the generous donors who have selected The San Diego Foundation as the steward Honor Their of their charitable wishes. Memory. W Please note that the Legacy League includes donors who are both living and deceased.

Gerald G. and Janet K. Barstow L. Bruce Brown and Jan LaCombe Elizabeth A. Bartsch Sandra Brue Charles Bates Ruth E. Burkhardt Kenneth S. and Bonita A. Baumgartner Esther Burnham Rick and Denice* Bay Malin and Roberta Burnham Stephen and Michele Beck-Von-Peccoz Drs. David and Sharon* Burt Helen Grayson Beebe* Leonard Busch Clarissa Beerbower* Richard Forhan Cahill Silvia Berrios Nancy E. Calvert Linda Bethel Patricia R. Cammett Mollie Bigger Leon and Mary Lou Campbell Leslie J. Blain* Ruth C. Campbell* Mary Ann Blair Kenneth and Deni Carpenter Albert Blaylock* Donald and Margaret Carroll* Anthony Block Phillip and Joan Carskaddan Neal Blue and Anne Prause Blue William* and Deborah Gann Carstens Pat and Ellen Boemer Arthur and Evelyn Carter* Beverly Boggs Raymond M. Chavez and Rupert L. Keesler, Jr. Legacy League members Karen Ladner, Todd Stone and Ann Vongal. Clarence and Barbara Borns Bill and Blayne Chenoweth Tony and Kathleen Abbott Nikki St. Germain Arthur* Tom and Doris Boruszewski W. Robert and Mary Jane Cherry Tom Adler* and Louise DeCarl-Adler Joan Austin Mike Bosworth Heather Chisholm-Chait Barbara Ainge Darrell Bailey and Miriam* Pollard Eugene* and Barbara Bowman Col. Robert A. Churley* Noel Allan Kenneth and Ginger Baldwin Dr. Douglas and Helen Boyden Lynn Cihak Julie Allen Dr. Carole L. Banka Joan Brackin J. Dallas* and Mary Clark Leonard B. Allen Alberto and Maria Barbosa Edwin and Nancy Lee Bradley Guy C. Clum Michael and Laura Andrews Mayme Barnes* Robert Bradley Larry W. Cohen and Eleanor Coberly Cohen Lyn M. Angene Leon Baron* Martin Breslauer Dr. Clifford and Carolyn Beall Colwell Alfred F. Antonicelli Victoria Arthur Baron Daniel and Althea Brimm Dan W. Conway Fred C. Applegate John and Loo Ann Barrett* Louise A. Broderick* Bruce Coons James and Mindi Arnold Patricia A. Barrett Everett and Rosemarie Brown* Madison and Edith Cooper *Deceased Frank* and Marilyn Brown

The San Diego Foundation | Annual Report 2010 15 Mildred Cooper* Patrick and Joan Fulton Dr. Roger C. Cornell, MD Albert A. and Anna Belle C. Gabbs* Bette Costello William H. and Judith M. Garrett Carlton Crain* James C. Gates Charles B. Cram* Al and Donna Gebhart Loch and Clare Crane Donald and Martha Geibel* Thomas and Barbara Crane Frank* and Leslie Germano Don and Leslie Crawford Dr. George and Billee* Gerrodette Anna M. Curren Wayne E.* and Edith E. Gilbert Rudy and Shelby Currie Avelino* and Mary Alice Gonsalves Mark and Loraine DeHuff William Goodridge Michael and Janet Delaney Christopher Gopal and Diane Rosenberg John and Joyce Del-Zio William Gottsdanker* Dr. William and Patrizia Diamond Betty Buffum Gouraud* Jim Dickinson Brian and Cindy Gowland Donald Dierks* Captain Ralph and Dorothy Grahl

Charitable Giving: Legacy League Giving: Legacy Charitable Harold and Penny Dokmo Gary Grahn* and Joyce Snell Legacy League members Elizabeth Heighton and Dr. Bob Heighton. Kenyon E. Donohew and Ellen J. Kippel Granowitz-Lees Family Trust Kim Doren Adrienne Green Gerald T. Heintzberger David and Betsy Imper Heidi Dorman Ralph Green Joseph and Melva Heinzel* Craig and Rebecca Irving The Dreisbach Family Allen and Ruth Grimwood* Polly Henderson Dave Jackson Anthony and Marlene Dubreville Dr. David E. and Barbara Ann Groce Doris L. Hendren* Harold and Madeline Jacobs Eloise Duff Rebecca Grossenbacher C. Jack and JoAnne Hendrickson Louise M. Jacobus Jack and Dorothy* Dumas Donald B. and Doreen M. Gurland Barbara D. Hendrix Enid M. Janeck Eleanor T. Duncan John and Mindy Gurrera Mark and Susan Hennenfent Peter Janopaul Ben and Kate Echeverria Edward and Genevieve Haddon* Dan and Roberta Henry* William Johns Paul Ecke, Jr.* Henry R. Hague, JD Wallace and Barbara* Henshaw Dr. John Johnson William and Ruth Eisenmann* Edith R. Hakes* Gerald and Jane Heveron William and Christina Johnson Mary E. Erlenborn and Thomas E. Templeton Jerry and Jill Hall Theresia M. Heyden Charles Norris Jones* Lee Carson Estes Tina Hansen Ingrid and Joseph* Hibben Joel Estrada Joves George P. Ewens Virginia Hargarten Anne Hoffman Nancy Olmstead Kaehr and Michael G. Kaehr Danah H. Fayman William Wesley Harris* Jerry and Ingrid Hoffmeister Kay Kaiser Gary and Marilyn Fingerman Mary F. Harrison Lois L. Honeywell* Stanley N. Kamath Susan Fleet Welsch Phyllis Hartman Mrs. Quinn Hornaday Harv and Nancy* Kauffman Stephen and Carol* Fletcher Albert T. Harutunian, III Robert Horsman and Katherine Kennedy Bob and Debi Kelly Harry and Doris Florentine* Kathryn Crippen Hattox Michael House R. J. Kelly and Vymean Noy Eugene and Joan* Foster George W. Hauer Marjorie Howard-Jones Frederick and Karen Kiko Dr. Peter and Carol Frank Nancy E. Hawkins Janis Peters Hurt Grace Klauber* Thomas C. and Lilyan B. Frank* Ruth A. Hayward Beatrice Hutchinson* Philip M. and Detty June* Klauber Maria Frase Dr. Robert S. and Elizabeth J. Heighton Dr. Robert Hyman Vernon and Kristine Kneib *Deceased

16 The San Diego Foundation | Annual Report 2010 Charitable Giving: Legacy League

Louis and Donna Long Knierim Terry Lingenfelder Lisa Louise Mazzola Mary Elizabeth* and Mary Gaylord North Curtis and Nancy Koch Jerry and Patti Link Michael and Tort McCarter Wilson North and Patricia Higgins Allan and Glenda Koljonen Allan and E. Frances Lolly George and Margaret McDaniel Farley and Erma O’Brien* Ivor Kraft Barbara Loomis Edward McEvoy Rozella O’Bryant* Edwin and Julie Krummenacher Harriet Loros Matthew and Jean McLaughlin* Colleen and Lawrence O’Harra Burton* and Catherine Kuck Robin Low Grace Mecklem Reuel Olin and Robert Grinchuk Karen M. Ladner and Todd R. Stone Cary Lowe and Trish Butler Samuel Merkowitz* Craig and Jean Olson Gwen Laidlaw Elizabeth Lowen* Meldon H. Merrill Thomas T.* and Barbara T. Oyler W. Daniel and Yvonne Larsen Martha Lydon Leni Michael C. J. “Pat” Paderewski* Paul* and Luisa Larson David A. Lynn John and Herberta Miles* George and Crystal Palmer* Henry and Jindra Lasch* Ray and Marilyn Lyttle Dr. Maurice and Ree Miller Joan Parker Norman A. and Margaret C. Lassey Graham MacHutchin Timothy S. and Debra L. Mills John and Weslie* Parker James H. Lauer, Jr. Bruce D. and Cynthia L. MacLeish Jane Minshall Sidney and Beatrice Parnes Doris Leary Brian Colman Malk David L. Mitchell and Judith L. Bradley Ann Parode Dynes Mark D. Leff M. Ross and Carol N.* Mallette William and Patricia Moises Smith and Phyllis* Penick Donald and Charlotte Leiffer* Don E. Malone Michael and Rebecca Montgomery Jeff Perlis Sonja Leraas Linda Mapes Mary Moore Jean Persons Fred* and Jenny Lewis John and Lois Martin Don and Rita Morgan Carl and Beth Petersen Family Tom and Terry Lewis William R. Martin* Neil and Judith Morgan Milo R. and Jeanette H. Peterson Doris Liang Harry M. Matheny Helen Moriarty Robert and Hollyce Phillips Phil and Kay Liles Dan and DeAnn Maurer Steve L. Morrison and Lisa M. Baird John Pickard* Rodger and Mary Lindsay Andrew Mauro David and Frances Morse Teresa Plumer* Frank Motlagh B. James and Peggy Polak Kevin and Miriam Munnelly William and Blaise Pope Marianne Munsell David* and Kathleen Porter Thomas Murphy* Oliver Porter* Isabelle D. Murphy-Dineen Steven R. Prewitt* Gerald Murrie* Christopher and Charlene Pryor Alice Neace* John Purdin Andrew Nelson William Purves Helen Nelson* Deborah A. Quiett Howard and Irene Nelson Rob Quigley and Kathleen Hallahan Stephanie Neves Jan and Judy Radke Ronald F. Newby Andy and Tina Rathbone Jack and Jayne Newlove Jack and Caroline Raymond Karlene Newman-Gutjahr Kenneth Rearwin* Harriet Newmark Carol A. Redding Jim and Linda Nordstrom John and Ruth* Reed Thomas E. Nordstrom Robert and Joan Reese Legacy League members Patti and Jerry Link. *Deceased

The San Diego Foundation | Annual Report 2010 17 Betty Smith Ethel Vossberg* David M. Smith William A. Waite Sherm and Lady F. Smith Barbara Walbridge Donald R.* and Norma L. Smith Donald and Alta Waller Ron and Cheryl Smith Steve Wallet and Lisa Rini William* and Marilyn Smith Helen Walton Barbara Snodgrass Mau Phil and Rusty Ward* David Spainhower Carolyn Wardell Donald and Peg Spanninga Mary Lou Washatka Earline G. Spinney Priscilla Webb Judith A. Spratt Linda Webster Dwight E. Stanford* John B. Weil Kathryn Stark Janice Weinrick Robin Stark Steven and Joyce Welch Thelma Starkey* Antoinette H. West* Col. Oscar and Evelyne Steinberg* Dr. Charles E. and Judith A. Wheatley Legacy League members L. Bruce Brown and Jan LaCombe. Joan Marie Stevens* Donald and Pauline White* Charitable Giving: Legacy League Giving: Legacy Charitable John and Marilyn Stickney Lois Wick-Clausen Dorothy Bieber Reich* George Sardina, MD Marlo L. Stil Knox and June Williams Jeanette Reynolds Sara G. Saunders Edward R. Stokes Zae Winter* and Ruth Rollins Lucinda Ribant Phil and Shauna Schneider Carl and Masako Streling Ben and Kim Wisckol Joseph Vincent* and Rumi Rice Frances M. Schultz Mark Hayes Stuart Richard and Martha Witz* Larry and Cathy Richman Charles Scott and Jacqueline Crowle Richard L.* and Joan L. Sturgeon Dr. Richard and Lucy Wold Thomas B. and Elizabeth Robertson* Nancy Lynch Scott James* and Carol Sugg David A. Wood Floyd and Sandra Robinson Marsha Kay Seff Edward and Ethel Sweed Gary and Maureen Wood Kathryn L. Rockey John and Jane Selck* Judith Swink John and Shirley Worobec Ross G. Rose Morton* and Florence Semelmaker David and Lynn Tagge DeVere and Billie Wright* Lilly Rosengren Wayne and Cheryl Seppala Sam and Barb Takahashi Evelyn J. Wright-Elson Martha Roth Jocelyn G. Shannon Marie Taylor Dr. Gerald and Una Yakatan Leo and Amparo Rotter F. Walter and Marlene* Shaw Vernon* and Mary Taylor Theo and Evelyn* Yakel Arthur P. and Sandra L. Rowsell Jim and Norma* Shiner William and Carolyn Taylor Phyllis C. and William E. Zamboni* Cecil Royce Arthur R. Shipman* Catherine Y. Telford Lawrence E. Zeiger James W. Royle, Jr. John and Marylou Shoemaker Jean Terlouw LeAnna S. Zevely Stuart Rubaloff Dorothy Shumway Martin Thompson James Ziegler Nancy Rubinstein George and Helen* Silvani Fred and Lucile D. Tiefel* Melba Zihrup* Lloyd and Ilse Ruocco* Stephen M. Silverman Muriel Timossi Jacquelyn E. Zustiak Mary Manning Rutland John and Jessie Simmonds* Walter and Marilyn Tom Henry Saleebey* June Singer Dr. William and Ruth Treat James H. Sands Elizabeth Smallfelt Gene and Celeste Trepte Lou Sangiolo* Nina Smart Allen Van Norman* *Deceased

18 The San Diego Foundation | Annual Report 2010 Charitable Giving: Open A Fund or Foundation

Youth enjoying The Symphony Pops’ Petting Zoo. The San Diego Foundation Center for Community Engagement. Ambassador Alejandro Orfila, Caroline Raymond, Helga Orfila, and Board member Jack Raymond at the 35th Anniversary Celebration.

his Annual Report proudly illustrates the generosity of the Name Your Fund San Diego region. As you read about the new funds established Most funds are named for the donor or the donor’s family, or as a memorial by our generous community, about the impact made by to someone special. You also have the option to use the word foundation in TSan Diego’s organizations, and about the countless hours and your name. Grants from your fund will carry the fund name, unless you wish to 5 Ways To dollars that have gone into making an even greater San Diego, we hope you remain anonymous. are as inspired as we are. Open A Fund We believe every eligible individual, family and corporation in San Diego Decide How to Give or Establish a County would make a difference by establishing a fund or foundation at Endowments benefit the San Diego region in perpetuity as the assets The San Diego Foundation, if they just knew how simple it is… generated by these permanent gifts continue to grow and yield grant funding Foundation for for the needs of both current and future generations. A non-endowment fund Your Family. Decide When to Give has no limit to the grant distribution and is not a permanent gift. The entire Give now or in the future. You can open a fund with a current gift, or provide balance of a non-endowment fund may be granted into the community to a lasting legacy through your will or estate plan. support a cause or organization. Decide What to Give Choose Your Fund Type Almost any kind of asset can be used to start your fund, including cash, You can choose from a variety of fund types, depending on the degree of securities, life insurance, real estate, or private foundation assets. involvement you desire and the number and types of charitable grants you wish to make. Examples include donor advised funds, Fund for the Common Good and scholarship funds.

Our Charitable Giving Team can walk you through the process, providing guidance and expertise every step of the way. Contact us at 619-235-2300 or [email protected] for more information.

The San Diego Foundation | Annual Report 2010 19 Donor Experience & Engagement

The San Diego Foundation Values Legacy We honor the contributions of those who have worked tirelessly in the past to ensure the well-being of the San Diego region, and pledge to support those who carry on that legacy.

1989

1982 1985 Established the San Diego Regional Fire & Emergency The Col. Frank C. Wood Memorial Fund Services Fund was established with a bequest that Opened the Mission Trails Regional doubled the assets of The Foundation Park Endowment Fund 1988 With a gift from Sandy Fleet, the The Reuben H. Fleet Foundation gifted Spreckels Organ Society opened $8 million in assets to The Foundation an endowment at The Foundation to preserve its historic organ 1984 Opened the Dell Hunter Memorial Flag Fund, an endowment made Reached the $3 million possible by a gift from Molly Hunter mark in annual grant to ensure pristine flags always fly distribution over San Diego’s main city library Donor Experience & Donor Experience & Engagement

Connecting Donors he San Diego Foundation is the preferred philanthropy enhance interaction and mutual understanding between donors and partner for our donors because we are committed the organizations they support. With considerable knowledge of the with Their Passions to providing world-class customer service and an nonprofit sector and significant grantmaking expertise, we facilitate and Nonprofits. Tunparalleled opportunity to make a difference in the and celebrate the important work in the community made possible community. The Donor Experience & Engagement team serves to by the generosity of our donors. Engagement

Tecolote Canyon park ranger gives a tour to donors Jim Royle and Walter Shaw. H.G. Fenton Company Fund supports North County Trade Tech High.

Team Godfather Foundation check presentation to the Muscular Dystrophy Association. Fund advisor Fiona Gotfredson visits The Golden Carrot horse rescue center.

The San Diego Foundation | Annual Report 2010 21 BetterGiving: Connects Donors with Nonprofits he San Diego Foundation believes: “the more you know, the better the gift.” Through BetterGiving, donors and fund advisors can access detailed information about regional nonprofits for informed and strategic giving. This online resource enriches our community by encouraging responsible and effective philanthropy. Thank you and congratulations to our BetterGiving Early TAdopters, which are nonprofits that completed their portraits by June 2010.

Engagement Click on the BetterGiving link on www.sdfoundation.org to learn more.

211 San Diego Cleveland National Forest Girls Think Tank Mingei International, Inc. Saint Lukes Refugee Network Sonshine Haven, Inc. ACE Mentor San Diego Foundation Global Energy Network Mission Trails Regional Park San Diego Ag In The Classroom South Sudan Christian Youth and American Red Cross Community Assisting Recovery, Inc. International Foundation, Inc. The San Diego Community Organization The Angels Foster Family Agency Community Campership Council, Inc. Groundwork San Diego Monarch School Project Archaeological Center Special Friends Foundation Amigas Punto Com Community Coaching Center, Inc. Chollas Creek Mo`olelo Performing San Diego Asian Film Foundation Springall Academy Anza-Borrego Foundation Community Recovery Team, Inc. Growing Healthy Families Arts Company San Diego Audubon Society St. Vincent de Paul Village, Inc. and Institute Conservation Biology Institute, Inc. Foundation Move San Diego, Inc. San Diego Canyonlands, Inc. Stella Nova Dance Company The Arc of San Diego The Eco-Life Foundation Harmonium, Inc. Museum of Photographic Arts San Diego Children’s Choir Street of Dreams ArtReach ElderHelp of San Diego Hearing Loss Network National Latino Research Center, San Diego Coastkeeper Summerbridge San Diego, Inc. Aseltine School Elementary Institute of Science Heartland Coalition a program of CSU San Marcos San Diego County Crime Stoppers, Inc. Sun & Moon Vision Productions Donor Experience & Back Country Land Trust of Elizabeth Hospice Foundation Helen Keller National Center National Multiple Sclerosis Society San Diego County Medical Survivors of Torture, International San Diego County Empower San Diego San Diego Chapter Native American Environmental Society Foundation Sustainable Conservation Balboa Park Cultural Partnership Endangered Habitats League, Inc. Home of the Guiding Hands Protection Coalition The San Diego Foundation The Trust For Public Land Big Brother & Big Sisters of Environmental Health Coalition Corporation The Neurosciences Institute San Diego Food Bank Corporation The Walking Shield American San Diego County, Inc. The Escondido Community Child Home Start, Inc. North County Health Services, Inc. San Diego Guild of Puppetry, Inc. Indian Society Bilateral Safety Corridor Coalition Development Center Hospice of the North Coast NTC Foundation San Diego Housing Federation The Water Conservation Garden Birch Aquarium at Scripps, The Escondido Creek Conservancy Hostelling International USA, Oaks & Acorns San Diego Hunger Coalition Townspeople UC San Diego Foundation The Escondido Humane Society & San Diego Council Ocean Discovery Institute San Diego Interfaith UC San Diego Foundation Burn Institute Center for Humane Education Hydrologic Research Center Operation Homefront, Inc. - Disaster Council United Policyholders California Center for the Arts, Eveoke Dance Theatre I Love A Clean San Diego, Inc. Southern California San Diego Public Library Foundation United Through Reading Escondido FACETS Injured Marine Semper Fi Fund Orchestra Nova San Diego San Diego Regional Disaster Fund United Way of San Diego County California Trout Fire Safe Council of Interfaith Community Services Outdoor Outreach San Diego Regional Fire and University of San Diego Camp Fire USA San Diego San Diego County The International Rescue Paradise Community Services, Inc. Emergency Services Foundation Urban Corps of San Diego County & Imperial Counties Council Friends of Famosa Slough Committee in San Diego Parkinson’s Disease Association San Dieguito River Valley Land US - Mexico Border Casa Cornelia Legal Services Friends of Humane Jarrett Meeker Foundation of San Diego, Inc. Conservancy Philanthropy Partnership Casa de Amparo Society de Tijuana Jewish Family Service of San Diego Pregnancy Resource Center San Diego Roots Sustainable Vista Community Clinic Casa Familiar, Inc. Friends of Rose Canyon Just in Time for Foster Youth The Preuss School, Food Project Volcan Mountain Preserve Center for Community Solutions Friends of the Chula Vista Kids Included Together UC San Diego Foundation San Diego Second Chance Program Foundation Childrens Dental Health Assn Nature Center San Diego, Inc. Pro Kids Golf Academy San Diego Women’s Foundation Volunteer San Diego of San Diego Gaslamp Quarter Historical La Jolla Music Society Ramona Emergency San Diego Zoo Wahupa Educational Enterprises, Inc. Chisomo Idea, Inc. Foundation La Jolla Playhouse Assistance League San Elijo Lagoon Conservancy WiLDCOAST Citizens Coordinate for Century 3 Geodactics Mainly Mozart, Inc. RB United SAY San Diego Wilderness Society City Project, a program of The George G. Glenner Alzheimer’s MANA de San Diego Reality Changers SDSU Research Foundation Wildlife Research Institute Community Partners Family Centers, Inc. The Meditation Initiative Regional Task Force on the Shakti Rising, Inc. Women’s Empowerment CleanVenture, Inc. Girl Scouts San Diego Mind Treasures Homeless, Inc. Silver Age Yoga Community International Imperial Council, Inc. River Partners Outreach, Inc. YNPN San Diego Zoofari, Inc.

22 The San Diego Foundation | Annual Report 2010 List compiled as June 30, 2010 CIVIC LEADERSHIp

The San Diego Foundation Values Community We value The Foundation’s unique capacity to provide an inclusive forum for civic engagement that promotes responsible and impactful philanthropy and collective community action informed by shared values and diverse beliefs.

1992

Originated the Blasker grantmaking program for environmental science and technology 1990 Sol and Helen Price opened their first 1993 of several funds at The Foundation, 1995 granting out what would become Founded the International The Dr. Seuss Limited more than $20 million to local causes Partnership Fund was Community Foundation Created the San Diego established at The Foundation Teachers’ Fund in memory of the world famous children’s author 1994

Reached $100 million in assets Civic Engagement

ivic involvement requires engagement in all The San Diego Foundation is poised to understand the issues Encourage Civic crucially important dimensions of civic life. that truly matter to our region through unprecedented civic A thriving, prosperous society depends on engagement. We convene leaders with varied subject matter Responsibility. Can informed and engaged citizenry, one that expertise to align our programs and initiatives to the collectively acquires the knowledge and skills needed to become politically identified, desired outcomes to benefit our region today and for involved and then participates actively. years to come.

Fire Pit Preservation Civic Leadership: Engagement

La Jolla Community Foundation Board chair Phyllis Pfeiffer, Sherri Lightner, Mayor Jerry Sanders, Bob Kelly, and Kevin Faulconer at the fire pits press conference. Photo Courtesy of La Jolla Light.

he San Diego Foundation spearheaded countywide civic engagement and support to preserve the fire pits after the La Jolla Community Foundation kicked off the initiative in April. Funding for the fire pits was made feasible by collective grants of $90,000 from The San Diego Foundation’s Mission TBay Park Endowment Fund; $4,700 from the La Jolla Community Foundation; $16,500 from Councilmember Kevin Faulconer’s City Council District 2; and $6,500 from Councilmember Sherri Lightner’s City Council District 1. Additionally, the City of San Diego provided $2,896 generated from donors to the Save the Fire Pits Fund. The Mission Bay Park Endowment Fund was established to enhance public parks in Mission Bay for the enjoyment of all, above and beyond what the City of San Diego can provide. Since inception, more than $360,000 has been granted specifically to Mission Bay from the fund. Preservation efforts received widespread media coverage.

24 The San Diego Foundation | Annual Report 2010 Civic Leadership: Engagement Philanthropic Support of the Central Library

The Central Library rendering. Photo provided by Joe Cordelle.

he San Diego Union-Tribune published The Foundation’s call for private donor support of a new central library. San Diego is a city where generosity has long been practiced and appreciated. That history and conviction stems from a direct appeal to Andrew Carnegie by Lydia Horton, wife of Alonzo Horton, and The Wednesday Club. Their efforts resulted in the first Carnegie library in TCalifornia which stands as our current Central Library. The long-term survival of public libraries requires private donations and civic participation and we encourage our Foundation Family to support the library development. Opinion editorial called for philanthropic support.

Regional Vision Initiative

he Regional Vision Initiative, a two-year process led by The Foundation, will engage tens of thousands of San Diegans in developing a shared vision for our region. By identifying and addressing current and future Topportunities and challenges, we will create a 50- to 100-year vision and action plan that will help us protect and cultivate what we all love about living here. Phase I of the process concluded with a values survey of 1,000 residents, and Phase II will commence with the announcement of the Vision’s steering committee and the launch of widespread public outreach. For more information or to get involved, visit www.sdfoundation.org/ regionalvisioninitiative.

Regional Vision Initiative qualitative values study group.

The San Diego Foundation | Annual Report 2010 25 Friends of The Foundation he Friends of The Foundation giving levels allow donors to and receive breaking Foundation news and previews of research studies contribute in small or significant amounts. Once compiled, while creating meaningful connections with their like-minded and Small gifts. these individual gifts do not just add, but actually multiply civically engaged peers. By joining hundreds of other Friends, members Big Investment! Tto support civic engagement and provide resources for enhance the quality of life for all San Diegans – a priceless investment. programs and grantmaking. The following list includes members of Friends of The Foundation Since 2003, Friends of The Foundation has raised more than during the period of July 1, 2009 to June 30, 2010. Join today at $500,000 with the highest contribution level in the last fiscal year at www.sdfoundation.org/FriendsofTheFoundation. $89,704. Members, now totaling 154, are invited to exclusive events

Champion - $10,000 Leichtag Family Foundation Civic Leadership: Friends of The Foundation of The Foundation Civic Leadership: Friends Partner - $5,000 James Cahill James and Kathryn Whistler Benefactor - $2,500 Jerry Hoffmeister, Jeff Moorad, Bob Kelly, Jennifer Adams-Brooks, Leon Brooks, and Maggie and Paul Meyer at the Grand Slam for Giving 2010. Douglas Hegebarth and Ellen Chang Garry Ridge Steven and Celeste Cowell Reid, Sahm, Isaacs & Schmelzln, LLP Contributor - $500 Dr. Sandra Daley and Joseph Carmellino Dr. Howard and Carole Robin Phillip and Janet Banks Patron - $1,000 Duane and Susan Drake Dr. Seuss Fund Barney & Barney Frank and Evie Ault Lee Carson Estes Steven R. and Lera B. Smith Fund Daniel D. Beintema William Beckman and Connie Matsui Beckman Jerome and Miriam Manchis Katzin Fund David and Phyllis Snyder Dr. Ted Chan and Diana Loo Conrad and Christa Burke Fund Bob and Debi Kelly Step Family Fund Barbara A. Davies The Cambon Foundation Ali and Linda Kiran Fund Truist Dr. David and Margaret Engel Guy C. Clum H. William Kuni Fund Juan and Adrienne Vargas Brian and Lori Finch Cher Conner Andrew and Tracy Ann Nelson Dr. Emily Young and Dr. Serge Dedina Benjamin and Ann Haddad Dr. Roger C. Cornell The James Polak Family Foundation Fund James Ziegler Thomas Hall Roger C. Cornell Endowment Fund Raymond Family Non-Endowment Fund Daniel and Marilyn Herde

26 The San Diego Foundation | Annual Report 2010 Civic Leadership: Friends of The Foundation

Friends - $100 Philip Lee Meuse and Margaret Lauer Theresa B. Acerro Leni E. Michael Allison C. Alberts Anne Middleton Michel Anderson Don and Rita Morgan Fred C. Applegate Scott Morken Heather Back Monica Mroz-Oliver Keely A. Bamberg Chandra Mukerji James and Jewell Bonner Kevin and Miriam Munnelly Dr. Douglas and Helen Boyden Anthony Napoli and Sara Wilensky Napoli Larry and Deborah Calhoun Christina Navarro Dr. John and Libby Carson Larry and Colleen O’Harra Clark Consultants Vanessa Oshiro Thomas and Patricia Clavell Barbara T. Oyler Christopher S. Cooke Charles Pratt and Deborah Knight Elizabeth K. Cox Chris and Susan Racanelli Janie DeCelles Robbins Family Gift Fund Friends of The Foundation members Michael and Janet Delaney at Jungle Bells 2009. Michael and Janet Delaney of the Fidelity Charitable Gift Fund Gerald and Ingrid Hoffmeister Fund Jinx K. Ecke Kathleen M. Dennish James W. Royle, Jr. Rolandas Kausas and Simona Valanciute-Kausas Craig and Meredith Garner Kimberly Doren John and Barbara Ryan The Lorenzo and Isaias Learn to Share Fund Barbara and David Groce Fund James and Kerri Favela San Diego Coastkeeper Dr. Margaret and Paul Meyer Chris and Judith Hamilton Thompson and Jane Fetter Thomas B. Schaide William and Patricia Moises Joseph and Traci Holland Fidelity Charitable Gift Fund Lon D. Showley Robert and Hollyce Phillips Anne Kilpatrick and Stephanie Van Zant Daniel J. Gatto Mary Secan Smith and Betty Garcia John and Anna-Marie Rooney Lavine, Lofgren, Morris & Engelberg, LLP Leslie Harrington Rafael and Blanca Soto Dr. Barbara A. Sawrey Dr. Gerald and Grace Lieberman Sonshine Haven Dr. Alan and Nancy Spector Felicia W. Shaw Charlotte Nielsen Kerry Helmer Paula Stigler Sarah J. Slaughter Melvin and Amy Okamura Maria Houchin Sandra Thompson Todd Stone and Karen Ladner Martha P. Remmell Rob Hutsel Scott Tritt Charitable Fund Andrew and Carisa Wisniewski Frank and Linda Riolo Conny Jamison Wendy Urushima-Conn John and Stephanie Wylie Nancy J. Robertson Rudy and Tracy Johnson Richard Verry William Swansen Chris and Julie Keeney Dr. Maneck and Harriet Wadia Ally - $250 Walter and Marian Turner Family Trust Miguel and Jackie Lackenbacher Michael Folz Wexler Judge Rafael A. Arreola Walter and Marilyn Tom Shannon L. Lay Mark and Kathy Winkler Bill and Sharon Beamer Patricia Don Vito Sharon L. LeeMaster Dr. Richard and Lucy Wold Phillip and Joan Carskaddan Steve and Amy Walling Dr. Stanley Levenson Michael Yee Stephen Costello and Sheryl Helvie Costello Katherine Westlund and Michael Scott Alfredo Lozano Nicholas B. Zynda Cowley Family Fund Mark and Karen Zatt Jason and Deirdre Maloney

The San Diego Foundation | Annual Report 2010 27 Civic Leadership: Programs

Attendees at The Nonprofit Climate Action event held by Attendees at Let’s Imagine... held by the Civil Society program. Grantee Arts Core for the Arts & Culture program. the Environment program. Programs

any donors prefer to give to our Fund for the Common Committed community volunteers comprise our working groups for each Good. These and other unrestricted gifts allow of the program and focus areas. Their active involvement, knowledge Understand. The San Diego Foundation to meet the region’s needs and experience are leveraged for our grantmaking recommendations. Then Act. Mwithin nine focus areas and we partner with organizations (For a complete list of working group volunteers, visit our Volunteers section to meet the needs identified by our programs. We provide the utmost beginning on page 60.) care and diligence in our grantmaking decisions to ensure we advance Each contribution and grant positively enhances San Diego and its residents. San Diego as a region and support our many service sectors. The following illustrates the many meaningful causes funded through our Civic Leadership programs.

The San Diego Foundation’s focus areas: Arts & Culture Environment San Diego Teachers’ Fund Balboa Park Trust Health & Human Services Scholarships Civil Society Organizational Success Science & Technology The San Diego Foundation Partner Organizations: San Diego Regional Disaster Fund The San Diego Women’s Foundation

28 The San Diego Foundation | Annual Report 2010 Civic Leadership: Arts & Culture Arts & Culture

he San Diego Foundation envisions a future in which programs that contribute to our quality of life while enabling arts Keep the arts and culture are enjoyed in every city, in every and culture organizations to become more stable and grow. Arts Thriving. neighborhood and by every person. Access to the In its second year of implementation, the Art Works for San Diego Tarts enriches lives and brings communities together. initiative supported seven high-achieving nonprofit organizations From the simplest celebration of ethnic traditions to Broadway- that demonstrated the power of the arts to make a difference. bound theatrical events, everyone can find a way to forge a The grants provided project support and invested in the meaningful connection to arts and culture. infrastructure of organizations to ensure a lasting impact on the Yet, the arts remain out of reach for far too many people. communities that they serve. With declining support from nearly every philanthropic sector, For more information about our Arts & Culture program, The Foundation seeks ways to bridge the gap and invest in visit www.sdfoundation.org/artsculture.

Grantee Eveoke Dance at the Grantee Nancy Laturno of Mainly Mozart, Paul Hobson, Grantee Cygnet Theater, production 35th Anniversary Celebration. and Victoria Hamilton, an Arts & Culture Working of FENCES. Group member. Spotlight Every theatre-goer knows that there’s nothing quite like experiencing a play “al fresco” and that San Diego has the perfect climate and talent for staging these magical events. Inspired by the opportunity, The San Diego Foundation awarded three of its seven grants to help Cygnet Theatre, Eveoke Dance and the Escondido History Center build stages that will bring exciting performing arts productions outside the walls and into the great outdoors. Launched this year, the History Center’s ambitious project promised 52 Saturdays of arts and culture programming on their new outdoor stage that they hope will revitalize and transform Escondido’s Grape Day Park into a “must-visit” destination for families and visitors for years to come. Escondido’s Grape Day Park.

The San Diego Foundation | Annual Report 2010 29 Balboa Park Trust

Preserve he Balboa Park Trust is a family of endowment recreational destinations, the Trust’s investments are contributing Balboa Park’s funds managed by The San Diego Foundation to a rebirth of the Park for the enjoyment of everyone. Beauty. and a dedicated committee of volunteers. Since Significant funds established from the estates of donors who T1989, the Trust has supported the enrichment and loved the Park, such as the Lilyan B. Frank Memorial Rose Garden enhancement of the Park and its cultural and recreational programs Endowment Fund, enable thousands of residents and visitors to through its grantmaking. Grants totaling more than $1 million have experience the Park’s many gifts now and in the future. made incremental but significant improvements to the Park over the past 20 years. From clearing canyon slopes formerly choked with For more information about the Balboa Park Trust, visit undergrowth, to transforming forgotten pathways into user-friendly www.sdfoundation.org/balboaparktrust. Civic Leadership: Balboa Park Trust Civic Leadership: Balboa Park

Balboa Park Trust Committee members. Lilyan B. Frank Memorial Rose Garden supporters.

Spotlight David Lynn has been a volunteer with The Foundation’s Balboa Park Trust Committee since 2003. One of his most important contributions has been spearheading the renovation of the treasured Balboa Park Lily Pond. Over the years, the Lily Pond, built for the 1915 Exposition, had fallen into disrepair with few major improvements since 1999. Thanks to David’s leadership, the overhaul, funded by a $52,000 grant from the Trust, is helping the Park take a significant step toward restoring the Lily Pond to its original splendor.

Balboa Park Lily Pond in bloom.

30 The San Diego Foundation | Annual Report 2010 Civil Society Civic Leadership: Civil Society

vibrant and progressive society requires active of life for all San Diegans. We strive to instill principles of integrity, Inform participation by every member who celebrates our honesty and moral fortitude in our leaders and our youth. Our Region. cultural differences and is committed to building a For more information about our Civil Society program, visit Acivil society. The San Diego Foundation envisions a www.sdfoundation.org/civilsociety. region where benevolent citizens participate in problem-solving and take advantage of leadership opportunities to improve the quality

Walt Dittmer and Civil Society Working Group member Christa Burke. voiceofsandiego.org CEO Scott Lewis and director of development Camille Gustafson.

Spotlight The San Diego Foundation was awarded a two-year, $500,000 challenge grant from the John S. and James L. Knight Foundation to help fund a Regional Information Initiative (RII) to better inform and engage the region’s diverse communities through the use of digital media. Together with its nonprofit partners, voiceofsandiego.org, Media Arts Center San Diego and the San Diego County Library, The Foundation’s Civil Society program launched The People’s Post, an innovative project of the RII that advances online journalism, provides for broader, deeper coverage of civic life and, through community-driven stories shared on the web, empowers San Diego County residents to have their voices heard. The People’s Post public service announcement.

The San Diego Foundation | Annual Report 2010 31 Environment

Make a Healthy The Environment program grants have helped to enable local network of protected natural areas and recreational parks to provide Environment conservation organizations to acquire and enhance more than healthy lands, clean water, and habitat for people and wildlife. 28,000 acres of natural lands and parks, expand community- With guidance from our Climate Advisory committees,The Climate Your Legacy. based efforts to monitor and reduce pollutants in our air and Initiative advances our region’s leadership in reducing greenhouse water, and engaged more than 20,000 volunteers. The Foundation gas emissions while decreasing our vulnerability to threats of climate has also partnered with 18 cities, the county, the port, and the change. The Clean Environments, Healthy Communities Initiative he San Diego Foundation is the largest environment water authority to take action on climate change with emissions helps keep our air and water clean for San Diegans who endure a grantmaker in San Diego County, awarding more than inventories, risk assessments, and measures to reduce air pollution disproportionate share of pollution. $28 million since 2001 from our discretionary and and vulnerabilities to climate impacts. For more information about our Environment program, visit Tdonor advised funds combined. Last year, we granted to 23 environment-oriented nonprofits and www.sdfoundation.org/environment. The San Diego Foundation’s Environment Working Group members continue to focus on three programmatic initiatives. The Land oversee our grantmaking and donor engagement strategies. and Watershed Conservation Initiative supports efforts to create a Civic Leadership: Environment

Environment Working Group members Conny Jamison Grantee International Rescue Committee at New Roots Farm. and Susan Randerson with Nancy Robertson. Spotlight “Our region faces a number of potential impacts from climate change, including dwindling water supplies, more frequent wildfires, loss of natural areas, plants and animals, and threats to air quality and human health that could significantly change the way we live, work, travel and play. The Climate Initiative is dedicated to working with local governments, businesses and community organizations to create and sustain both a strong economy and a healthy environment. By acting now, we can build an economy that supports high-quality jobs and Emily Young, PhD, senior director of the Environment program and Scott Peters chair of the Climate Initiative. expands business opportunities while protecting San Diego County’s spectacular beauty.” Scott Peters, Chair of the Climate Initiative

32 The San Diego Foundation | Annual Report 2010 Civic Leadership: Health & Health & Human Services

clinics, increasing dental and primary care for youth and residents The Foundation responded to the April 4th Baja earthquake with Enhance with no other form of health benefits, reducing non-emergent use of grants to four organizations to deliver food, water and basic supplies Quality of Life. emergency rooms, developing domestic violence support programs, to thousands affected by the disaster on both sides of the border. and integrating behavioral health case management services into Finally, the program supports the exchange of information that primary care delivery settings. strengthens the work of policymakers, grantmakers, service he mission of our Health & Human Services program The San Diego Family Asset Building Coalition, a partnership between providers, and the community at large. The Health & Human is to improve the health, well-being and self-sufficiency six long-standing Health & Human Services program grantees, provides Services program provided grants to The Children’s Initiative and to of San Diego individuals, families and communities. low-income families with tools and support to build financial assets. Community Health Improvement Partners (CHIP) to produce reports TWe respond to opportunities to steward funds for Through these grants, program participants reduce their debts, build on the health needs of children and adults throughout the County. specific health-related causes in the community and, where possible, their assets and move towards self-sufficiency. For more information about our Health & Human Services program, connect donors with needs where their charitable dollars can make Through the generosity of the Myron Feinberg Discretionary Fund, visit www.sdfoundation.org/healthhumanservices. a difference. Human Services Through the Paradise Valley Community Health Fund, The Foundation granted more than $3 million to benefit the area surrounding Paradise Valley Hospital – the communities of National City, Chula Vista and southeastern San Diego. Eight nonprofit organizations received funding for two-year programs to address key issues related to access to care. These included increasing services at community

Grantee Metro United Methodist Urban Ministry Grantee UCSD Student-Run Free Clinic. and volunteer Karenlee Robinson.

Spotlight Carlos, an uninsured middle-aged hispanic male living in Chula Vista, has been managing his diabetes condition for five years. Typically, when his blood sugar levels get out of control, he visits the local hospital’s emergency room to receive care. Through a grant from the Paradise Valley Community Health Fund, Carlos now receives regular care through an outpatient diabetes clinic – thereby reducing use of the emergency room for management of his chronic condition and saving thousands of dollars to the healthcare delivery system. With the clinic as his established medical home for this condition, Carlos receives regular check-ups and personalized care management from the clinic staff and is better able to manage his illness. Carlos at Scripps Whittier Diabetes Institute.

The San Diego Foundation | Annual Report 2010 33 Organizational Success Provide the Tools To achieve our mission, we support nationally recognized benefiting donors, nonprofits and the community at large – for professional development training for nonprofit leaders, provide effective philanthropy in San Diego County. This online resource for Nonprofits to resources for local nonprofits to develop capacity and fundraising, allows the community to better understand nonprofit strengths and Thrive. and endeavor to increase awareness of nonprofits by connecting needs, and connects donors with organizations that align with their donors to them. The San Diego Foundation has offered The Fund passion and philanthropic mission. This online resource provides Raising School since 2002. By providing world-class seasoned information about local nonprofits, including financial, governance veterans of fundraising to teach the courses and mentor emerging and programmatic details, allowing nonprofits the opportunity to onprofit organizations are essential to meet leaders, we better-position local nonprofit organizations in tell their story and illustrate their work. The San Diego Foundation the unique needs of the San Diego region the community. believes: “the more you know, the better the gift.” and help make our community a better place. The San Diego Foundation values our Last year, we launched BetterGiving – a powerful online resource For more information about our Organizational Success program, N to inform, empower and enrich charitable giving in the region – visit www.sdfoundation.org/organizationalsuccess. nonprofit organizations and strives to enhance the success of our nonprofit sector. The mission of the Organizational Success program is to provide local nonprofit organizations resources and tools that promote sustainability and effectiveness, and link donor interests to nonprofit needs and opportunities in order to better serve the community. Civic Leadership: Organizational Success Civic Leadership: Organizational

The Fund Raising School. Nonprofits learning how to use BetterGiving.

Spotlight “Thank you, very much for providing this outstanding opportunity, for your help in guiding us through the process, and for your community spirit in simply launching such an ambitious, but invaluable, project. My hat’s off to you.” Winifred Cox Co-President, Women’s Empowerment International

BetterGiving Early Adopter Winifred Cox.

34 The San Diego Foundation | Annual Report 2010 San Diego Teachers’ Fund Civic Leadership: San Diego Teachers’ Fund

Bridge the he San Diego Foundation helps to alleviate the Established in 1995, The Teachers’ Fund includes three programs burden placed on teachers who personally absorb targeting specific teacher populations: K-6 (elementary schools), Gap of Unmet or subsidize their classroom needs. With statewide Science Education (middle and high schools), and Arts in the Needs. Tbudget cuts and layoffs, there is a significant deficit of Classroom (high schools). Collectively, all three programs granted resources needed to maximize the academic and social potential of $45,245 assisting 27 teachers over the last year, and nearly our students. We provide the building blocks and critical resources $1 million since its inception. to minimize these deficiencies. For more information about our San Diego Teachers’ Fund, visit www.sdfoundation.org/teachers.

Students in a biology classroom.

Shakespeare festival at Preuss School. Grantee Robyn Kochon from Explorer Elementary School and teacher Niki Even.

Spotlight “The grant I received from the San Diego Teachers’ Fund has helped to increase my effectiveness as a teacher. It motivated my students to see things through the eyes of a photographer and increased their desire to write knowing that each of their images represented something and told a story.” Robyn Kochon San Diego Teachers’ Fund committee members Nancy Kostman, Teacher, Explorer Elementary School Felicia Shaw, Alice-Kate Raisch and James Justus with grantee Robyn Kochon.

The San Diego Foundation | Annual Report 2010 35 Scholarships Touch Tomorrow. ur donors and volunteers are passionate about to award more than $3 million in scholarships to 600+ students the Scholarship program’s ability to actualize last year. Support the dreams and aspirations of our youth. Through our Scholarship Celebration Events, donors and Students Today. OStudents are given the opportunity to fulfill their students have a chance to connect and share their personal dreams, enter meaningful careers, and give back in the future. Our stories. Students gain a better understanding of the donors’ donations – from individuals, corporations, foundations, nonprofits, passion for scholarships and donors learn more about the and membership organizations – help provide quality education to recipients they are supporting. students, thereby enhancing our future economy, today. For more information about our Scholarship program, visit The San Diego Foundation is the largest scholarship program in www.sdfoundation.org/scholarships. San Diego County. Our generous donors provided the resources Civic Leadership: Scholarships

Scholarship donors and Scholarship Selection Committee Ballard Family Foundation Scholarship recipient David Odum and Adrian and Betsy Gonzalez with their scholarship recipients and Enrique Perez. members Frank Ault and chair Joan Jones. representatives Annette Washington and Judy Malone.

Spotlight “One of the main reasons we selected The San Diego Foundation for our scholarship program was the ability to be involved in the application and interview process. The personal stories of our scholarship recipients overwhelm us with joy. Our recipients bestow grace and optimism through adversity and challenges, and each hold a commitment to our core value of lending a hand to those around you and giving back to your community.” Adrian and Betsy Gonzalez Adrian Gonzalez Scholarship Fund Weil family members and recipients of the MKC Scholarship.

36 The San Diego Foundation | Annual Report 2010 Civic Leadership: Science & Science & Technology emerging scientists, science education, and access to technology. for the evaluation and assessment of the effectiveness of ongoing Our comprehensive approach to developing science talent is or new initiatives. In the first stage, informational sessions on Support designed to make an enduring investment in the human capital techniques of rigorous evaluation protocols were provided by Innovation. of our region. Dr. Julian Betts, who is an expert in analyzing public school We have three initiatives: the K-12 Mathematics and Science performance. Next, consulting sessions were offered to applicants Education initiative; the STEM (science, technology, engineering & explaining the evaluation protocols. Finally, nonprofits entered the math) scholarship opportunities; and the Blasker Research Awards, grant application stage. This thorough and transparent process alileo proclaimed, “all truths are easy to understand which support innovative research by investing in new professors identified five nonprofits – San Diego County Office of Education, once they are discovered; the point is to discover or post doctorate researchers to develop unique and innovative Salk Institute for Biological Studies, Reuben H. Fleet Science them.” Philanthropic support of science and discoveries. Center, BIOCOM Institute, and San Diego Workforce Partnership – who Gtechnology ensures we continue to advance through deliver informal science education in STEM areas. Each received innovation, discover new technologies, find cures to diseases, and This year, the Science & Technology Working Group created an a $25,000 grant to continue their efforts. expand our engineering capabilities, benefiting all of mankind. innovative approach to the grantmaking process for the K-12

Mathematics and Science Education initiative. In a three-stage For more information about our Science & Technology program, Technology The mission of the Science & Technology program is to enhance capacity building process, the working group solicited proposals visit www.sdfoundation.org/sciencetechnology. science and technology in the region by funding innovative research,

Biocom students at The Millenial Tech Middle School extracting DNA. Science & Technology Working Group vice chair Sam Takahashi and chair Barbara Sawrey. Spotlight “Assessment and evaluation are critical for demonstrating the value of an educational program, yet funding for this is often overlooked in the budgets of agencies. Our Science & Technology Working Group recognized this support gap and decided to direct our efforts towards this important need. In this way, we can leverage Foundation support to make local K-12 programs more competitive for federal and state funding.”

Science Field Day, a sample of the region’s science learning Barbara Sawrey, Chair of the Science & Technology Working Group opportunities.

The San Diego Foundation | Annual Report 2010 37 San Diego Regional Disaster Fund

he San Diego Regional Disaster Fund (SDRDF), directly involved in the rebuilding effort – helping some of a supporting organization of The San Diego the hardest-hit wildfire survivors to return home at long-last. Recovering Lives, Foundation, was established to support community- Furthermore, the Disaster Fund granted nearly $800,000 to help Rebuilding Hope – Tled, long-term recovery following natural and man- our most vulnerable communities prepare for future wildfires – from made disasters. After the 2007 fires, our community – with the wildfire-threat home assessments to a county-wide free chipping And Preparing support of more than 2,200 generous donors – came together to program to enable homeowners to remove hazardous brush from for the Future. assist the thousands impacted by the fires. Over the last three years, their properties. we have granted more than $10 million in support of community Though its work related to the 2007 wildfires is nearly complete, recovery – helping individuals and families put their lives back the Disaster Fund pledges to always stand by as a resource to this together, rebuilding homes and disaster-devastated communities, community – if and when disaster strikes. restoring the environment, and preparing for future disasters. For more information about our San Diego Regional This past year, the San Diego Regional Disaster Fund completed Disaster Fund, visit www.sdfoundation.org/ its work with case management and long-term recovery agencies sandiegoregionaldisasterfund. Civic Leadership: San Diego Regional Disaster Fund Civic Leadership: San Diego Regional

Wildfire survivor returning home. Grantee Burn Institute’s Spanish Living with Wildfire Guide.

Spotlight For years, the Burn Institute has been known for its Living with Wildfire Guide – an illustrated, easy-to-understand book used by the public and fire departments alike to educate homeowners on how to make their properties more fire-safe. However, until now, this important instructional tool has only been available in English. Through a grant from the Disaster Fund, the Burn Institute translated the guide into Spanish, made this version available through its web site, and distributed 10,000 printed Spanish copies to the public.

SDRDF Board chair Ted Chan, MD, Board member Janie DeCelles, and vice chair Bob Clelland at a home blessing in Dulzura.

38 The San Diego Foundation | Annual Report 2010 Civic Leadership: San Diego Women’s Foundation Celebrating The Power of Pooled 10 Years Philanthropy. of Giving.

Grantee Camp Steven’s environmental stewardship project. San Diego Women’s Foundation members volunteered at the Monarch School. Grantee San Diego Coastkeeper’s Marine Debris program.

he mission of the San Diego Women’s Foundation nearly $2 million to 53 nonprofit organizations considered knowledgeable on how to review grant proposals, conduct site is to educate and inspire women to engage Community Partners. Since 2000, more than 400 women visits, and thoroughly vet grant recipients. in significant and sustainable philanthropy to have been members and Endowment Builders that have Tstrengthen the San Diego region. By pooling pooled an endowment of nearly $2 million which will continue 2010 Grant Focus on the Environment resources, members are able to make grants that make a to sustain the organization and support our community for Camp Stevens - $43,800 collective difference. many years to come. Oceans Discovery Institute - $40,000 This year, the San Diego Women’s Foundation (SDWF) With an existing membership of 200 women, the SDWF celebrated an impressive milestone – ten years of grantmaking will focus on Arts & Culture in the upcoming grants cycle. San Diego Coastkeeper - $35,000 in the San Diego region. Over the past 10 years of giving, the Members contribute $2,000 a year, research the needs of Torrey Pines Docent Society - $33,900 San Diego Women’s Foundation distributed 53 grants totaling our community in a specific focus area, and become very

The San Diego Foundation | Annual Report 2010 39 $700 Million Granted in 35 Years.

List of Grantees e are proud of the organizations and grantees that received funding through our Civic Leadership programs in 2010. WPlease note: some of our impact areas continue to implement long-term, multi-year initiatives; as a result, they did not solicit grant applications this past year. Civic Leadership: Grantees

Grantee Playwrights Project. Grantee ICLEI USA - Local Governments for Sustainability. Science & Technology in the classroom.

Arts & Culture Grants $ 212,500 Civil Society $ 438,000 Art Works for San Diego Regional Information Initiative Cygnet Theatre $45,000 Lincoln High School $20,000 Escondido History Center $45,000 Media Arts Center San Diego $118,000 Eveoke Dance Theatre $7,500 San Diego County Public Library $103,000 Mainly Mozart $10,000 voiceofsandiego.org $197,000 The Old Globe $45,000 Pew Charitable Trusts $15,000 Playwrights Project $45,000

40 The San Diego Foundation | Annual Report 2010 Civic Leadership: Grantees Environment $ 866,350 The Children’s Initiative $10,000 Clean Environments, Healthy Communities Initiative Community Health Improvement Partners $15,000 San Diego Canyonlands, Inc $43,200 International Rescue Committee $2,000 Environmental Health Coalition $40,000 I Love A Clean San Diego $25,000 Paradise Valley Community Health Fund California Dental Association Foundation $289,776 International Rescue Committee $44,500 Metro United Methodist Urban Ministry $500,000 La Jolla Band of Luiseño Indians $24,700 Native American Environmental Protection Coalition $24,700 San Ysidro Health Center $400,000 Walking Shield American Indian Society $10,000 Social Advocates for Youth (SAY) $382,500 Scripps Whittier Diabetes Institute $384,948 Climate Initiative ICLEI USA - Local Governments for Sustainability $97,000 Sharp Healthcare Foundation $415,650 Move San Diego/California Public Interest Research Group $50,000 South Bay Community Services $500,000 Justice Overcoming Boundaries $30,000 University of California San Diego $198,800 WalkSanDiego $25,000 Science & Technology $ 494,376 Land and Watershed Conservation Initiative Evaluation and Assessment Anza-Borrego Foundation $40,000 BIOCOM Institute $25,000 California Trout $25,000 Reuben H. Fleet Science Center $25,000 Chaparral Lands Conservancy $39,000 Salk Institute for Biological Sciences $25,000 Conservation Biology Institute $25,000 San Diego County Office of Education $25,000 Endangered Habitats League $40,000 San Diego Workforce Partnership $25,000 Friends of Famosa Slough $25,000 River Partners $40,000 Science & Technology Blasker Neurosciences Research Foundation, Inc. / Neurophysiology - Stephen Cowen, PhD $75,000 The Nature Conservancy $50,000 The Salk Institute / Regulatory Biology Laboratory - Christopher Vollmers, PhD $74,000 Trust for Public Land $33,750 Wildlife Research Institute $28,000 San Diego State University / Dept. of Civil, Construction & Environmental Engineering - Temesgen Garoma, PhD $17,818 Environment Blasker University of California San Diego / Division of Biological Studies - James Gregory, PhD $64,558 University of California San Diego, Scripps - Dan Cayan $53,250 University of California San Diego / Dept. of Medicine / Rosenfeld Lab - University of San Diego Energy Policy Initiatives Center - Scott Anders $53,250 Dorota Skowronska-Krawczyk, PhD $66,000 Health & Human Services $ 3,173,674 University of California San Diego / Dept. of Neurosciences - Marla Zinni, PhD $72,000 Community Grants ARC of San Diego $50,000 St. Luke’s Refugee Network $25,000

The San Diego Foundation | Annual Report 2010 41 Fund for the Common Good

erving all of San Diego’s diverse communities… The San Diego Foundation to respond strategically to ongoing and Respond to preserving all that makes us unique…enhancing arising community issues. Our staff is committed to gathering and Emerging San Diego now and for future generations. These goals analyzing information on evolving issues impacting San Diego. Sare at the heart of much of our work. The Fund for the The Foundation uses this knowledge to distribute grants from Needs. Common Good is one way we make them happen. the Fund for the Common Good to programs related to our focus areas. As it is not advised, the flexible Fund for the Common Good enables

Adelaide Allen Fund The Gunness Fund Isabelle Roberts Fund The Fred Applegate & Family Fund Emil and Esther Guttman Fund Tom & Elizabeth Robertson Family Fund Gertrude H. & Arthur C. Anderson Fund John J. & Alice B. Hayes Discretionary Fund Irma P. & Philip J. Rooney Family Endowment Herbert L. & Marcella D. Beckett Fund Roberta & Dan Henry Fund Walter R. C. Russert Endowment Fund Leslie J. Blain Endowment Fund Ingrid & Joe Hibben Discretionary Fund The San Diego Foundation Arts and Culture Endowment Blasker-Rose-Miah Fund Mary E. & Robert R. Hield Fund The San Diego Foundation Community Endowment Fund Ruth C. Campbell Memorial Fund Will Hippen, Jr. Charitable Fund The San Diego Foundation Fund for the Common Good Sebastian Carmellino Graphic Arts Fund James Hervey Johnson Charitable Fund San Diego Gas & Electric Co. Fund Children, Youth & Families Fund Kantor-Lebow-Stroud Memorial Fund Ardyth M. Shaw Family Fund Henry B. & Lena Sefton Clark Memorial Fund Irene & George Kassens Discretionary Fund Simona’s Walk the Talk Endowment Civic Leadership: Fund for the Common Good for Civic Leadership: Fund Ariel W. Coggeshall Fund Henry I. & Jindra H. Lasch Fund Richard N. & Louette W. Smith Fund Charles B. Cram Fund Jack I. Levy Fund Fred & Lucile Tiefel Fund Cultural Arts & Humanities Fund Lieffers Family Fund Celeste & A. Eugene Trepte Family Fund Paul Ecke Family Fund The Purvis and Deva Martin Family Foundation Fund Ethel Vossberg Common Good Endowment Fund William & Ruth Eisenmann Fund William R. Martin Endowment Fund Walshok Family Fund The Environment Endowment Fund Barbara Snodgrass Mau Fund David Huot West & Antoinette Huot West Endowment Fund Tom Fat Endowment Fund for Civic Leadership Fund for Mental Health Donald & Pauline White Common Good Fund Myron Feinberg Discretionary Fund Erma & Farley O’Brien Fund Colonel Frank C. Wood Memorial Fund Reuben H. Fleet Discretionary Fund Paradise Valley Community Health Fund Richard E. & Frances M. Woodard Fund Doris Florentine Fund The John G. Pickard Fund Woolman/Rewick Fund Friends of The Foundation Fund Carl William Henry Pollier Fund Phyllis C. and William E. Zamboni Fund Gay & Lesbian Fund for San Diego Oliver R. Porter Memorial Fund The Dedina Young Family Fund Betty Upham Gouraud Discretionary Fund Lewis W. Riech Endowment Fund Jacquelyn Zustiak Endowment Fund

42 The San Diego Foundation | Annual Report 2010 COMMUNITY FOUNDATIONS

The San Diego Foundation Values Collaboration We partner with volunteers, community leaders, and civic and nonprofit organizations to provide high-impact programs, services and knowledge that benefit the broadest possible constituency. 1997 1999 2001

Established the Community Celebrated the grantmaking Anticipated the need for a philanthropic Scholarship Program milestone of $100 million response to community-wide disasters Funded the expansion of the Reuben provided to nonprofits 2000 by forming what became the H. Fleet Theater & Sciences Center Reached $250 million in assets San Diego Regional Disaster Fund Announced the Hervey Developed the Community Partnerships Changed the name from the Commissioned and published the Family gift, the largest San Diego Community Foundation San Diego Millennium Project, an department to enhance responsible and broad-purpose endowment effective grantmaking forming Working to The San Diego Foundation independent assessment of the gift in the San Diego region major opportunities and hurdles Groups for Arts & Culture, Civil Society, facing our region as we entered the Established the San Diego Environment, Health & Human Services, 1998 21st Century Women’s Foundation and Science & Technology

Received a $70 million grant from the Price Charitable Foundation and the Weingart Foundation to form the Weingart-Price Fund Community Foundations

Escondido Charitable Foundation volunteers Jack Campbell Regional Outreach leadership meeting. Oceanside Charitable Foundation volunteers Janet Lacy, and Dick Daniels. Jeff Lacy, and Jennifer Bledsoe Lacy.

he San Diego Foundation is proud to partner with Volunteers have the strong relationships to ensure efforts are the following communities and their leaders to form directed to the areas of greatest need. These relationships It Takes A Community a network of community foundations. The eight benefit The San Diego Foundation by providing input into our To Build A Taffiliates increase regional philanthropy, and members regional programs and initiatives. The resources and leadership of raise funds for immediate grantmaking and to build an endowment The San Diego Foundation coupled with the guidance and insight of Community Foundation. for sustainability. The community foundations build community spirit, the community partners has produced profound results. support the causes near and dear to the residents, and benefit the nonprofit organizations that improve the communities in which they are in.

Total community foundations endowment dollars: More than $1,600,000 Total dollars granted out by the community foundations: Nearly $800,000 Total membership of the community foundations: Nearly 500 members

Totals reported as of June 30, 2010

44 The San Diego Foundation | Annual Report 2010 Community Foundations: 4SRanch~Del Sur

Invest in Your Community. www.4sranchcommunityfoundation.org

Grantee Stone Ranch Elementary School staff with Board members 4SRanch~Del Sur Community Foundation members. Adriana Amon and Deanne Hormovitis.

s the 4SRanch~Del Sur Community Foundation entered its third year of grantmaking, the 51 members worked to continue improving the quality of life and meeting the emerging needs in 4SRanch~Del Sur. This year’s grants focus was education for children; $15,000 was granted to three promising educational programs making the total amount Agranted into 4SRanch~Del Sur $35,500 over the past three years. Stone Ranch Elementary School they will purchase two computers for the Oak Valley Campus to Stone Ranch Elementary School will purchase six additional provide for students who do not have computers at their homes. computers and upgrade the wiring requirements for the computers Friends of 4S Library in their “G” computer lab with the $7,800 granted. The library purchased technical equipment with the $2,090 Oak Valley Music Boosters grant to start online-book clubs targeting teens and children. The goal was to use technology as a medium to reach a Oak Valley Middle School received $5,110 to adopt Smart Music variety of populations including those of varying ages, cultures, an interactive software program for students and teachers with and socioeconomic backgrounds at the 4SRanch Library and approximately 5,000 exercises for students, scales, arpeggios, Grantee Oak Valley Middle School staff with Board members throughout the 4SRanch~Del Sur community. Adriana Amon and Deanne Hormovitis. twisters, improvisation, and ear training. Along with the new program,

The San Diego Foundation | Annual Report 2010 45 Build A Better Carlsbad. www.carlsbadcharitablefoundation.org Community Foundations: Carlsbad Community Foundations:

Grantee Kids’ Turn San Diego with Board members Tom Applegate and Yvonne Finocchiaro. Grantee Interfaith Community Services with Board members Tom Applegate and Yvonne Finocchiaro.

ince its inception in 2006, the Carlsbad Charitable Foundation has granted $142,731 and has grown to 136 members. This year, to continue building a community of excellence, the grants focus was Civil Society – SBuilding A Better Carlsbad Together. Kids’ Turn San Diego Kids’ Turn San Diego was granted $20,000 to form four-week, psycho-educational workshops serving 100-120 families who are divorcing or fighting over custody of their children. The program will focus on the children and help create a healthy, two-household environment for all involved. Interfaith Community Services Interfaith Community Services was granted $24,545 to increase their faith center capacity to work with persons in crisis, while empowering Carlsbad residents to volunteer within their own community to strengthen the identity and unity of Carlsbad.

Carlsbad Charitable Foundation Board members.

46 The San Diego Foundation | Annual Report 2010 Community Foundations: Escondido

Connect People Who Care. www.escondidocharitablefoundation.org

Escondido Charitable Foundation members. Grantee Bernardo Elementary School. Grantee Escondido Education Foundation.

ince 2006, the Escondido Charitable Foundation has been meeting the emerging needs of all who live, work, and play in Escondido through responsible and effective philanthropy. SThe Escondido Charitable Foundation has 135 members and has granted more than $240,000 to programs in Escondido in just three years. Escondido Education Foundation Grace Lutheran Escondido Education Foundation created a program entitled the “Lightbulb Moment” with a $10,000 Grace Lutheran School’s Math Advancement Program (MAP) received a grant for $12,600 to create a grant. This program consists of a competitive grant process for teachers to apply for funding of up to learning atmosphere where students are not intimidated by math, and, in fact, enjoy it. Using technology $500 for math- and science-focused programs. to increase student interest and motivation, the program will provide avenues where both the learning- challenged and the advanced math learner can excel. MAP will produce students who are more Bernardo Elementary School competitive and more confident in their math skills. Bernardo Elementary School received $16,560 to establish a collection of science equipment and instructional materials that will support and enrich science instruction. Funding will provide hands-on, Escondido Union High School District minds-on learning materials that promote science literacy and will increase student confidence through Increased student engagement, participation, and success create higher levels of interest in their enhanced knowledge. mathematics and more opportunities for students to pursue higher-level math classes and math- related job opportunities. The Escondido Union High School District was granted $21,900 to purchase new interactive technology to enhance students’ success and conceptual understanding of critical Algebra I concepts.

The San Diego Foundation | Annual Report 2010 47 It Takes A Village. www.lajollacommunityfoundation.org Community Foundations: La Jolla Community Foundations:

La Jolla fire pits. Photo Courtesy of La Jolla Light. La Jolla Community Foundation Board members.

he La Jolla Community Foundation’s focus is to foster a sense of community and connection among La Jollans and enrich their environmental, social, and cultural experience. This year, the La Jolla Community Foundation has truly succeeded in enhancing the aesthetic character of the community through their investments in the La Jolla Tfire pits and the wall mural. With 28 current members, the La Jolla Community Foundation has granted $21,550 since its inception and continues to grow and plan future investments in La Jolla. La Jolla Fire Pits When the City of San Diego sought to reduce costs by eliminating the fire pits on Mission Bay, La Jolla Shores, and Ocean Beach in 2010, the La Jolla Community Foundation, The San Diego Foundation – through the Mission Bay Park Endowment Fund – Mayor Sanders, and San Diego City Councilmembers Sherri Lightner and Kevin Faulconer came together to generate the funds necessary for the preservation of these recreational assets. Mural Kim MacConnel’s installation is a multicolor, large-scale mural on three walls at 7724 Girard Avenue in downtown La Jolla. The goal of the temporary art installation by the La Jolla Arts program is two-fold – to promote dialogue and connection among residents as well as to enhance the beauty and aesthetic character of the community. Artist Kim MacConnel’s mural.

48 The San Diego Foundation | Annual Report 2010 Community Foundations: Oceanside

Multiply Your Giving. www.oceansidecharitablefoundation.org

Oceanside Charitable Foundation Board members. Grantee Harold Kutler from Brother Benno Foundation with Board members Blake Kern and Tom Nunan.

he Oceanside Charitable Foundation granted $52,000 to community organizations over the past two years. This year, this affiliate focused in the area of health and human services, specifically on access to food in Oceanside. Currently thriving with 61 members, the Oceanside Charitable Foundation continues to grow and Tencourage responsible and effective philanthropy to benefit all citizens in Oceanside. The San Diego Food Bank With funding of $18,390 from the Oceanside Charitable Foundation, the Neighborhood Distribution Program of The San Diego Food Bank will provide approximately 14,000 pounds of fresh fruit and vegetables and nonperishable foods once a month for one year to 400 low-income families in Oceanside. Brother Benno Foundation Brother Benno Foundation’s Food Service Program received a $3,610 grant this year from the Oceanside Charitable Foundation. Funding will contribute to provide hot meals served daily to those in need at Brother Benno’s Oceanside Center.

Grantee Tricia Gooch and Vanessa Franco from San Diego Food Bank with Board members Blake Kern and Tom Nunan.

The San Diego Foundation | Annual Report 2010 49 Support Your Community’s Future. www.rbcommunityfoundation.org Community Foundations: Rancho Bernardo Rancho Community Foundations:

Rancho Bernardo Community Foundation Board members. Grantees at the Rancho Bernardo Community Foundation’s Thanksgiving Luncheon.

ince its inception in 1988, the Rancho Bernardo Community Foundation has awarded $121,909 in grants. As the first established community foundation, the Rancho Bernardo Community Foundation determined Sa local, civic organization should be created to serve the community of Rancho Bernardo in perpetuity. The Rancho Bernardo Community Foundation has one purpose – to make Rancho Bernardo an even better place to live and work.

Rancho Bernardo Community Foundation’s Pathway of Pride endowment donors.

50 The San Diego Foundation | Annual Report 2010 Community Foundations: Chula Vista &

Grow Resources For The Sustain Community. Ramona’s Future.

www.chulavistacharitablefoundation.org www.ramonacommunityfoundation.org

he San Diego Foundation’s newest community foundation is the Ramona Community Foundation. A strong group of leaders in the community of Ramona is working to increase the membership of the foundation to build Tan endowment that will help provide annual funding to local nonprofit organizations. The Ramona Community Foundation was created to encourage and increase Ramona responsible philanthropy for all who work and live in Ramona.

Chula Vista Charitable Foundation Board members.

he Chula Vista Charitable Foundation is working to become the vehicle for legacy planning and gifts that will benefit Chula Vista now and forever. As the Chula Vista Charitable Foundation steps into its first year Tof grantmaking, it will strive to improve the quality of life in Chula Vista by promoting and increasing responsible and effective philanthropy. With 22 current members and contributions of more than $100,000, its grantmaking will make a profound impact on the region’s second-largest city. Ramona Community Foundation member John Degenfelder.

The San Diego Foundation | Annual Report 2010 51 VOLUNTEERS

The San Diego Foundation Values Service We engage in action that promotes the common good. We commit ourselves to fully embrace that calling for as long as the need exists.

2003 Responded to the 2006 community-wide wildfire disaster by opening the 2004 After-the-Fires Fund Reached $500 million in assets Created the Friends of Released the pARTicipate San Diego The Foundation annual Provided Charitable Gift Annuity report to increase cultural patronage in giving program services, broadening the San Diego region The Foundation’s offerings to both Established a network of regional donors and nonprofit organizations 2005 foundations, which would eventually 2002 Launched the Middle School Science include affiliates in 4SRanch~Del Sur, Education Leadership Initiative Carlsbad, Chula Vista, Escondido, Celebrated the grantmaking Celebrated our 30th Anniversary by (MSSELI) through the Science & launching a multi-year, community- La Jolla, Oceanside, Rancho Bernardo, milestone of $250 million provided Technology Working Group and Ramona to nonprofits wide initiative: Endow San Diego, which included the unprecedented Created the US-Mexico Border Nonprofit Partnership Program Philanthropy Partnership to deepen the impact of philanthropy through

civic engagement along the Affiliated Charitable Foundations US-Mexico border Volunteers

Board member Connie Matsui Beckman, Bill Beckman, and Community leader Janie DeCelles, Environment Working Group chair Dr. David Board member Steve Smith with outgoing Board member Phil and Shauna Schneider. Engel, The San Diego Foundation’s president & CEO Bob Kelly, and volunteer Jerome Katzin. David Lynn.

he lifeblood of any nonprofit organization is its volunteers. In the following pages, you will see our board of governors and volunteers who Volunteers don’t collect a salary; there is no pay for service, we thank for their tireless efforts and commitment to The San Diego Foundation. but it is certainly not for lack of value. The San Diego They inspire us to remain committed to our vision and meaningful work in The Gift of TFoundation family is comprised of tremendous leaders who the community. volunteer on our committees, working groups and board of governors. Their Service. generosity of time and service is priceless. The Foundation’s board is comprised of San Diego’s most dedicated Last year, and civically engaged professionals with entrenched relationships in the community. Our volunteers give of themselves by providing their expertise The San Diego Foundation so that we can continue to enhance the quality of life for everyone in our region. They oversee investment strategies, conduct scholarship interviews, partnered with 267 local citizens advise on policies and procedures, contribute to our research studies, review grant applications, and represent The San Diego Foundation in the who volunteered nearly 10,000 community to encourage more San Diegans to join The Foundation in its mission. collective hours on 33 different committees and working groups.

The San Diego Foundation | Annual Report 2010 53 Board of Governors: Officers Gerald (Jerry) E. Hoffmeister Steven R. Smith Chair Vice Chair, Secretary Community Leader Dean and Professor of Law, California Western Law School After managing and expanding several global technology companies serving Guided by a deep belief in the importance of civic engagement, Steven joined the energy industries worldwide until his retirement in 1997, Jerry provides The Foundation’s Civil Society Working Group in 2001 serving as chair from strategic support and mentoring to early stage technology companies and 2004-2009, and currently serves on the Executive and Regional Vision Initiative community nonprofit organizations. His dedication and active leadership at committees. Steven was appointed dean of California Western Law School in The Foundation includes his current role as board chair, as well as service on the Board Governance 1996, following eight years as dean at Cleveland-Marshall Law School. He is Committee, Organizational Success Program Working Group, the Science & Technology Working Group, committed to educating “lawyers who will contribute to improving the lives of their clients and the quality of the Regional Vision Initiative Committee, the Strategic Planning Committee and vice chair of the North justice in our society.” He is the former deputy director and remains active in The Association of American County Coastal Civic Alliance. He is also president of the Board of Trustees of EJE Academies, a charter Law Schools and in the American Bar Association. He is the past chair of the Section of Legal Education and school located in El Cajon, and chairman emeritus of Project Walk, a spinal cord injury recovery center Admissions to the Bar. Steven received his BA from Buena Vista College and his JD (Order of the Coif) from headquartered in Carlsbad. Jerry earned his BA from Valparaiso University. the University of Iowa.

Jennifer Adams-Brooks John D. Wylie

Volunteers: Board of Governors Volunteers: Vice Chair, Center for Civic Engagement Vice Chair, Finance President, Clark Consultants Co-Founder, CapitalWorks Investment Partners, LLP Jennifer brings quality leadership and 20 years of corporate communication, With more than 25 years in the investment industry, John brings his financial public policy and human resources experience to The Foundation. She is management expertise and community service values to The Foundation chair of Friends of The Foundation and the Civil Society Working Group. She as vice chair of the Investment Committee and as a past member of the also serves on the Board Governance, Strategic Planning, and Regional Scholarship Selection Committee. Prior to co-founding CapitalWorks, he was Vision Initiative committees. She is president of Clark Consultants, a firm president of Nicholas-Applegate Mutual Funds, chief investment officer of the she established in 2000 that specializes in human resource consulting and executive coaching. Former Investor Services Group, lead portfolio manager of the Fund’s Growth Income team, and worked with the posts include chief of staff for members of the State Assembly and San Diego City Council, and interim Metropolitan Life Insurance Company for several years. John’s community support includes organizations executive director for the Southeast Economic Development Corporation. She serves on several local in San Diego helping to preserve the environment, enhance civic pride, assist cultural development, and boards, including vice chair of the San Diego Housing Commission, the UCSD Board of Overseers, and further scholarship opportunities. He holds a BA in american studies and graduated cum laude from the Springall Academy. She earned a BA in communications and urban planning from UCSD. Amherst College.

Garry Ridge John (Jack) C. Raymond Vice Chair, Charitable Giving and External Relations Immediate Past Chair President and CEO, WD-40 Company Chairman and CEO, The Raymond Companies Garry Ridge is president and chief executive officer of the WD-40 Company, With more than 30 years in real property development, investment and headquartered in San Diego. He has been with WD-40 since 1987 in various management, Jack lends his expertise to his role as immediate past chair of management positions, including executive vice president of international The Foundation’s board of governors. He is also the immediate past chair of business. Garry has worked directly with WD-40 in over 50 countries. Garry the San Diego Charitable Real Estate Foundation (CREF), California Center for has been awarded Director of the Year for Enhancement of Economic Value, the Arts, Escondido Elementary School Board of Education, and the Escondido the Arthur E. Hughes Career Achievement Award, and the Ernst & Young - Master Entrepreneur Award. Chamber of Commerce, and was the founding chair of the Escondido Charitable Foundation. His regional In 2009, he co-authored a book with Ken Blanchard titled Helping People Win at Work: Don’t Mark My involvement includes past chair of the San Diego Regional Economic Development Corporation, LEAD San Paper, Help Me Get an A. Garry received his MS in executive leadership from USD and currently serves Diego and the University Council for CSU San Marcos. He was honored as San Diego Corporate Director as an adjunct professor at the institution. of the Year for Nonprofits, Escondido Business Leader of the Year and Escondido Volunteer of the Year. A retired officer in the US Army Reserve, Jack is a graduate of Cornell University.

54 The San Diego Foundation | Annual Report 2010 Board of Governors: Members Volunteers: Board of Governors Darcy C. Bingham (Incoming Board Member) Constance M. Carroll, PhD (Incoming Board Member) Community Leader Chancellor of the San Diego Community College District A self-described “philanthropreneur,” Darcy believes in contributing to Constance served in presidential roles at Mesa College of the San Diego the community through active philanthropic involvement. A vocal catalyst Community College District, Saddleback College of the South Orange County for positive change, she is co-founder of San Diego Social Venture Community College District, and Indian Valley College. She earned a BA in Partners (SVP) and SVP International. She is also a founding member of humanities from Duquesne University. Constance holds an MA and PhD the San Diego Women’s Foundation, past-chair of the UCSD Undergraduate from the University of Pittsburgh in classics. She studied at Knubly University Scholarship Council, and is a UC San Diego trustee. A member of in Greece and also attended the Institute for Educational Management at The San Diego Foundation board from 2000-2009, she also chaired its North County Coastal Civic Harvard University. She was founding chair of the Community College Leadership Development Initiatives Alliance, and is currently vice chair of The Foundation’s Scholarship Selection Committee. She is also and Foundation. In 2007, Constance received the Association of Community College Trustees’ CEO Award. on the Strategic Planning Committee and the San Diego Regional Disaster Fund board. In addition to being past president of the UCSD Staff Association, she served the UC System at Regents’ meetings as Ted Chan, MD chair of the UC System-wide Staff Council. Her career in university administration concluded at UCSD. Medical Director, Emergency Department, UCSD-Hillcrest Medical Center & Thornton Hospital, La Jolla James Cahill (Incoming Board Member) Ted joined The Foundation board after spearheading the 2003 post wildfire Former Manager of The Price Group, LLC recovery efforts as chair of the San Diego Regional Disaster Fund. He is James retired as manager of The Price Group, LLC. He was responsible for currently medical director of the Emergency Departments at both UCSD- the investment and management of the financial portfolio of Sol Price, the Hillcrest Medical Center and the Thornton Hospital in La Jolla. Ted worked founder of The Price Club chain, and The Price Family Charitable Fund. He in Washington, DC in the Office of the Assistant Surgeon General, and in currently serves as chairman of the board of directors of The Foundation’s Sacramento at the California State Senate. He continues as the chair of the Disaster board and serves Charitable Real Estate Foundation. James’ past community involvement as medical director for the Metropolitan Medical Strike Team for San Diego County. Ted is also the editor includes board positions with Neighborhood National Development of the cardiology section of the Journal of Emergency Medicine, and has authored and edited three Bank, CitiLink Investment Company, Accion International, San Diego Incubator Corporation, Certified textbooks. Development Corporation, and San Diego Innovative Pre-School Project. Kay Chandler (Incoming Board Member) John Cambon, PhD President, Chandler Asset Management Principal, Regent Partners, LLC Serving on the Investment Committee, Kay brings more than 30 years of John brings to The Foundation and to the Investment Committee more than investment industry experience and a love of the San Diego community to 30 years of experience in the management and financing of early stage The Foundation’s board. She is president of Chandler Asset Management. companies, corporate planning and investment management. He is a Prior to that, Kay enjoyed a career in public service as investment officer principal with Regent Partners, LLC, a private financial group that provides for San Diego County and for the City of San Diego. Her community financial services and bridge financing to emerging growth companies. Prior interests include cultural development; she serves as a board member for to Regent Partners, John was a partner at Commercial Bridge Capital, LLC. a nonprofit theatre group and a small community foundation. Kay earned a BA from Oberlin College He has served as CEO and director of Genetic BioSystems, Inc., president and director of AMBIS, Inc., and is a CFA charterholder. and CEO and director of Digivision, Inc. John is the former president of the UCSD Alumni Association, and is vice chair of the UCSD Foundation board. In addition, John served as a consultant to the Investment Advisory Committee of the Regents of the University of California. John holds a BA in economics from UC Irvine and a PhD in economics from UCSD.

The San Diego Foundation | Annual Report 2010 55 Board of Governors: Members Richard A. Collato (Incoming Board Member) Sandra Daley, MD Community Leader Professor of Pediatrics, UCSD School of Medicine; Board Chair, Preuss School UCSD; UCSD Associate Richard was the former president and chief executive officer of the YMCA Chancellor / Chief Diversity Officer of San Diego County. He was also a member of the San Diego Downtown Rotary Club. Richard was named “Director of the Year 2002” by the Corporate Bringing to The Foundation a sense of responsibility to improve the world Directors Forum and was named the San Diego Business Journal’s 2007 around her, Sandra has served in many capacities. A physician trained CEO of the Year for Lifetime Achievement. His board service includes at the UCSD School of Medicine, Sandra has worked with patients and Sempra Energy, Surge Global Energy, the Bank of San Diego, Springfield students from diverse population groups, and has developed programs to College, SDG&E Company, Southern California Gas Company, Enova, MicroVision Optical, the Jenna eliminate disparities in health status. Sandra is a recipient of numerous honors, including the Kellogg Druck Foundation, and YMCA Retirement Fund. Richard is currently a director for two public companies – Foundation National Leadership Fellowship, California Women in Government Award, and LEAD San WD-40 and PepperBall Technologies. He graduated from Pepperdine University School of Business with Diego’s Distinguished Service Award. an MBA in management and has a BA in business administration from The College of Insurance (now part Robert Dynes, PhD of Saint John’s University). Community Leader; President Emeritus, University of California; Former Chancellor, UCSD Roger C. Cornell, MD

Volunteers: Board of Governors Volunteers: Senior Consultant, Department of Dermatology, Robert’s career has encompassed a broad spectrum of experiences and Scripps Clinic accomplishments. Educated as a research physicist, in 1968, Robert joined Roger is a practicing dermatologist with a passion for arts and culture. A AT&T Bell Laboratories, where his research earned him international prizes graduate of Stanford University Medical School, he served in the Air Force and election into the National Academy of Sciences. After 22 years at Bell before completing residencies in internal medicine and dermatology at Labs, Robert moved on to UCSD as a professor of physics, and within six UCSD. He joined Scripps Clinic in 1973 and is a clinical professor at UCSD. years became chancellor. In 2003, Robert was appointed as president of the ten campus University of Roger volunteered at the UCSD Owen Clinic early in the AIDS crises, and California (UC) system. In addition to his broad set of career accomplishments, Robert has served on a has worked at the Logan Heights Family Health Center, for which he twice received the “Spirit of the wide variety of for-profit and nonprofit local and national boards. He serves on the Science & Technology Barrio” award. He has also served on such boards as Alliance Healthcare Foundation, Scripps Health Working Group, and the Regional Vision Initiative Committee. Foundation, Mingei Museum, and the San Diego Performing Arts League. A member of the San Diego Paul Eichen Arts and Culture Commission for eight years, he was chair of the Arts & Culture Working Group and CEO, Rokenbok Toy Company serves on the Community Partnerships Committee. Paul is chairman of the Orca Fund, an environmentally focused fund James M. Cowley housed at The San Diego Foundation. Paul’s background includes a rich, Retired Attorney, Luce Forward Hamilton & Scripps entrepreneurial history. He founded Proxima, a pioneer in the emerging James brings more than 30 years of experience in estate planning, estate market for data projection, and served as president and director from 1982- and trust administration, charitable giving, and representation of tax-exempt 1995, during which time Proxima became a public company. Paul started organizations to The Foundation’s Board Governance, Compensation the Rokenbok Toy Company in 1995 to create a “legacy quality” toy system and Benefits, and Executive committees. He is also a director of the focused on creativity, imagination and learning. He continues to serve as Rokenbok’s chairman today. Paul San Diego County YMCA, chair of the YMCA’s Endowment and Planned attended Occidental College, where he studied mathematics. He holds a certificate in Nonprofit Leadership Giving Committee, and is a director and officer of private foundations. His and Management from USD and is currently getting his MA in Nonprofit Leadership and Managment interest in nonprofit organizations led to service on the State Bar Committee, which drafted the California from USD. Nonprofit Corporations Law. James is a Fellow of the American College of Trust and Estate Counsel, and is listed in The Best Lawyers in America and Southern California Super Lawyers – San Diego. James holds a BS from Brigham Young University and a JD from the University of Chicago Law School (Order of the Coif).

56 The San Diego Foundation | Annual Report 2010 Board of Governors: Members Volunteers: Board of Governors William K. Geppert Conny Jamison Senior Vice President and General Manager, Former San Diego City Treasurer Cox Communications Having served 20 years as City Treasurer, managing collection and With nearly 30 years experience in the telecommunications industry, William investments of more than $1 billion annually and trustee of a $3 billion brings vision and charismatic leadership to his role as chair of Endow pension fund, Conny is past chair of The Foundation’s Investment Committee San Diego, as well as to The Foundation’s board. He has headed Cox and serves on the Environment Working Group. She was president of the Communications in San Diego since 1996. William has personally received California Municipal Treasurers Association and served on the boards of numerous honors, including the National Cable & Telecommunications the Government Finance Officers Association of the U.S. & Canada and the Association National Leadership award, San Diego Business Journal’s Businessperson of the Year, YMCA League of California Cities. She currently sits on a number of boards, including Neighborhood National Civic Leader of the Year, and the Union of Pan Asian Government’s Courageous Leader of the Year Bank and the San Diego Kiwanis Club and its foundation. She is also a director of EdFund. With all award. He is the current chair of the San Diego Regional Economic Development Corporation and chairs coursework completed toward a doctorate in economics from UCSD, Conny also holds an MA from The Foundation’s Regional Vision Initiative. He also serves on the boards of The Campanile Foundation SDSU and a BA from Occidental College. and USD, and is past chair of the San Diego Regional Chamber of Commerce. William received his BA from the University of South Florida and completed Stanford’s Executive Program. Connie Matsui Social Entrepreneur Benjamin Haddad (Incoming Board Member) Since retiring from Biogen Idec, Inc. as an executive vice president in 2009, Partner, California Strategies, LLC Connie’s primary interest is social innovation and entrepreneurship. During her Benjamin opened the San Diego office of California Strategies, LLC in 2006. 32-year corporate career, she held various general management positions His experience in public affairs and communications spans three decades, at Biogen Idec, IDEC Pharmaceuticals and Wells Fargo Bank. She has also including tours with SAIC, the San Diego Regional Chamber of Commerce, been an active volunteer and board member for a number of nonprofit Governor Pete Wilson, Mayor Susan Golding, and Congressman Bill Lowery. organizations, including Girl Scouts of the USA (GSUSA). From 1999 to Benjamin served on the California Coastal Commission and the San Diego 2002, she led GSUSA as national president/board chair. She currently serves on the boards of Halozyme County Water Authority. He served as chair of the San Diego Regional Therapeutics, the Mira Costa College Foundation and the Rancho Santa Fe Foundation, as well as on Chamber of Commerce in 2009 and began as chair LEAD San Diego in 2010-11. Ben is in Rotary The San Diego Foundation’s Executive, Governance, Strategic Planning, and Regional Vision Committees. Club 33 and on the board of the Monarch School. Connie received both her BA and MBA from Stanford University.

Thomas Hall Paul I. Meyer Partner, AlbertHall & Associates, LLC Retired Partner, Latham & Watkins, LLP With more than 30 years in the San Diego arts community as a consultant, A graduate of Harvard College and Harvard Law School, Paul is a retired nonprofit arts administrator, teacher and commercial producer, Thomas partner at Latham & Watkins, LLP. Repeatedly named as one of The Best contributes a wealth of experience and expertise to The Foundation and Lawyers in America over the course of his career, Paul was the attorney its Strategic Planning Committee. In addition to 20 years as the Managing for many prominent real estate projects, including the Staples Center Director of San Diego’s Tony Award-winning Old Globe Theatre, he has development in downtown Los Angeles, the San Diego Police Headquarters produced numerous plays and musicals on Broadway and London’s West in downtown San Diego, the San Diego Padres Spring Training Facility in End, has served as president and vice president of the League of Resident Theatres and on such Peoria, Arizona, and the Desert Mountain development in Scottsdale, Arizona. Paul also served three boards and commissions as the California Arts Council, National Endowment for the Arts, and San years on active duty as a captain in the U.S. Marine Corps Reserve. A former president of the Old Globe Diego Commission for Arts and Culture. An honors graduate from the University of California, Thomas Theatre, the La Jolla Chamber Music Society and the San Diego Chapter of the American Jewish is certified by the Institute for Cultural Affairs, and is a founding member of the American/Soviet Theatre Committee, Paul has chaired both the Balboa Park Advisory Board and the San Diego Charitable Real Initiative and the Fieldstone Leadership Network. Estate Foundation at The Foundation. He currently serves on the Arts & Culture Working Group and on the Mayor’s Balboa Park Task Force.

The San Diego Foundation | Annual Report 2010 57 Board of Governors: Members Hollyce J. Phillips Carisa Wisniewski Community Leader San Diego Office Managing Partner, Moss Adams, LLP Hollyce brings more than 20 years experience in the world of television and Carisa brings nearly 20 years of public accounting experience to her current communications to her philanthropic work in the San Diego community. leadership role as chair of The Foundation’s Finance Committee, and her She is a founding member of the board of directors and chair elect for membership on the Governance and Executive Committees. She was a the Carlsbad Charitable Foundation and is also a member of the Strategic founding board member of The San Diego Foundation Regional Disaster Planning Committee. Hollyce is on the board of directors for the Girls Scouts Fund and served on the Science & Technology Working Group. Carisa is San Diego-Imperial Counties, having chaired their major fundraising “Urban currently the office managing partner at Moss Adams after serving in several Campout” event in 2004 and 2005. Hollyce is a member of the San Diego Women’s Foundation and roles, including the leader of the Technology and Life Sciences Practice. She was also a founding serves as a member of The San Diego Foundation’s North County Coastal Civic Alliance. Hollyce has member of the joint committee of the FASB and AICPA for Private Company Financial Reporting. A a BA from Stanford University and did MA work at the University of Minnesota Graduate School of member of the California Society of Certified Public Accountants and the American Institute of CPAs, Journalism. Carisa earned a BA in accounting from CSUF.

Barbara A. Sawrey, PhD James Ziegler Associate Vice Chancellor, Undergraduate Education, UCSD Community Volunteer

Volunteers: Board of Governors Volunteers: Barbara Sawrey is the chair of The San Diego Foundation’s Science & A community leader with more than 25 years experience in banking Technology Working Group. Barbara’s previous positions include co- throughout California and as a small business owner, James contributed his director, doctoral program in mathematics and science education and vice expertise to The Foundation’s Executive Committee, and serves on the Civil chair for Education in the Department of Chemistry & Biochemistry. Barbara Society Working Group, and the San Diego Regional Disaster Fund board. is a recipient of UCSD’s Academic Senate Distinguished Teaching Award, an Previous community affiliations include board service of AIDS Foundation Alumni Excellence Award, and the American Chemical and Society Award San Diego, La Mesa Chamber of Commerce, Mission Beach Precise for Encouraging Women in the chemical sciences. She has been a faculty member in chemistry and Planning Board, Diversionary Theatre, El Cajon Boulevard Businessmen’s Association, San Diego HIV biochemistry for 26 years, and is a local and national officer in the American Chemical Society. She Funding Collaborative, and The San Diego Lesbian Gay Bisexual and Transgender Community Center received a BS in chemistry from Baldwin-Wallace College. Prior to earning her PhD jointly from SDSU for which he was board chair in 2000. Jim earned his BA from Miami University in Ohio, and is a U.S. and UCSD in 1983, she was an industrial chemist in Jacksonville, Florida. Navy Vietnam-era veteran. Nancy A. Spector Outgoing Board Members Attorney; Certified Specialist in Estate Planning, Trust & Probate Law Nora M. Faine, MD, MPH Nancy is a Certified Specialist in Estate Planning, Trust & Probate Law. Vice President and Chief Medical Officer, Sharp Health Plan She is a sole practitioner who concentrates her practice in the areas of As former medical and executive director of the Comprehensive Health Center estate planning, probate, trust administration, and special needs trusts. and current vice president and chief medical officer of Sharp Health Plan, Nancy graduated with honors from Western State University College of Nora brought superior leadership and medical expertise to The Foundation’s Law, holds an MA in American History from George Washington University Health & Human Services Working Group, which she chaired for three years. and graduated Phi Beta Kappa from the University of Illinois. Nancy is past president of the Estate Children and families in the community have been empowered through her Planning Council and past chair of the Probate Section of the San Diego County Bar Association. She advocacy as a San Diego County First 5 Commissioner, and she has been is the current chair of The Foundation’s Professional Advisor Council and is an active member of the recognized for her commitment to public health by numerous community service organizations, including San Diego Women’s Foundation. Her volunteer history includes her role as board member at the San Women Helping Women, San Diego HIV Consumer Council, Soroptimist International organizations, Diego Library Foundation, the Old Globe and the Alzheimer’s Association and participant in eight 3-Day Palavra Tree, Inc., and the San Diego Black Nurses Association. Nora earned a BS from USF, an MA in Susan G. Komen walks for breast cancer research. public health from SDSU, and a MD in medicine from Meharry Medical College.

58 The San Diego Foundation | Annual Report 2010 Outgoing Board Members Volunteers: Board of Governors Jane Trevor Fetter Jerome S. Katzin Community Leader Retired Investment Banker A volunteer in the San Diego community for over 45 years, Jane served on A retired investment banker, Jerome served 14 years on the board of The Foundation’s Scholarship Selection Committee from 2002-2009 and governors and brought to The Foundation’s Investment and Executive served as chair of the 30th Anniversary celebratory event. Her volunteer committees a strong leadership background. Important past posts include history includes service with the Governor’s Commission on Aging and president, UCSD Foundation; trustee, UCSD Board of Visitors; board chairing numerous community events. Jane was honored as United Way member of QUALCOMM and of the Price Company; and senior staff of Volunteer of the Year, March of Dimes Mother of the Year, Junior League the US Securities and Exchange Commission. He is former president of the Sustainer of the Year, and the San Diego Woman of Dedication. She earned a BA from Stanford. Jewish Community Foundation and a director of the San Diego Symphony board. He also serves as a trustee of the UCSD Cancer Center Foundation and on the advisory board of the UCSD Rady School of Douglas G. Hegebarth Management. Jerome was designated San Diego Philanthropist of the Year 2007. A Revelle Medalist Entrepreneur and Business Leader from UCSD, Jerome has a BA and JD from the University of Chicago. With more than 30 years of business and technology leadership in San Diego, Douglas brought a wealth of experience and energy to the Barry I. Newman, Esq. (Deceased) board of governors. Beginning with a successful 18-year career at SAIC, Retired Banker & Attorney he continued building his expertise by creating, operating, and rescuing a Barry practiced law for 18 years, after a 27-year career in financial number of internet and software companies. In addition, Douglas provides services. He was a member of the California and New York State Bars strategic consulting and mentoring to emerging technology companies and a Judge Pro Tem for the San Diego Superior Court. He served on throughout San Diego. Douglas served as chair of The Foundation’s Organizational Success Program the board of governors since 1999, and brought extensive experience to Working Group as well as a member of the Strategic Planning Committee. He also served as a member The Foundation’s Regional Disaster Fund board, The Foundation’s Audit, of the Executive Mentor program for MBA students at the UCSD Rady School of Management. Douglas Community Partnerships, and Executive committees, the Charitable Real is a member the Corporate Directors Forum. He earned his BA in business administration and computer Estate Foundation board, and the North County Inland Civic Alliance. In addition to serving on the County science from National University. Civil Service Commission, he was vice chair of the Escondido Planning Commission, chair of the San Diego County Treasurer Oversight Committee, and the first vice president on the Episcopal Diocese Craig Irving Corporation board of directors. He previously served as chairman and CEO of the Security Pacific Principal, Irving Hughes Finance Group and as senior executive vice president and chief lending officer of Great America Bank. Craig Irving is a native San Diegan who lives with his wife and five children in Raymond V. Thomas Point Loma. He is principal and founder of Irving Hughes, San Diego’s largest Community Leader locally owned commercial real estate company specializing in representing tenants. Craig has been a board member or active fundraiser for many Raymond brought to The Foundation 34 years of financial management local organizations, such as Naval Special Warfare Foundation, the San experience in the computer technology and software industry. He retired Diego Police Foundation, San Diego Young Presidents’ Organization, the in 2000 after five years as chief financial officer of HNC Software, Inc., San Diego League, PLNU President’s Council, Children’s Hospital, Child Abuse Prevention Foundation, previously serving in senior financial management positions at several other Senior Community Centers, Vista Hill Foundation, Neighborhood House, Girl Scouts, Voices for Children, high technology companies. His extensive background ensured quality fiscal American Heart Association, American Diabetes Association, ProKids Golf Academy, Camp Pendleton management at The Foundation, where Raymond chaired the Compensation YMCA, and many others. and Benefits Committee and also served on the Finance, Executive, and Scholarship Selection committees, and the North County Civic Alliance. He has served on the boards of several information technology companies. Raymond holds a BA from Purdue University and attended the Wharton School of Business at the University of Pennsylvania.

The San Diego Foundation | Annual Report 2010 59 Volunteers & Committees 2009 - 2010

4SRanch~Del Sur Balboa Park Trust Advisory Hap L’Heureux Civil Society Working Group Community Foundation Committee David Lloyd Jennifer Adams-Brooks, Chair Volunteers Adriana Amon, Chair Anthony Block, Chair Len Martyns Christa Burke, Vice Chair David Allen Deni Carpenter, Vice Chair Joni Miringoff Moises Aguirre Jeremy Bold Elaine Balok Bailey Noble Gordon Boerner Heather Dugdale Jack Berkman Lisa Rodman Lynn Owens Randy Hopp Lesley Cohn Clint Voltmer Sharon Rhodes, PhD Deanne Hormovitis David Contois Knox Williams Andrea Shoup Randy Koch David Lynn Kathy Winkler Steven Smith David Li Paul Meyer Mark Winkler Edwina Welch Judy Simeroth Martha Remmell James Ziegler Susan Wintersteen Alan Spector, PhD, MD, MBA Charitable Real Estate Eugene Trepte Foundation Board Climate Initiative Advisors Arts & Culture Working Group James Waters James Cahill, Chair Scott Peters, Chair Martha Dennis, PhD, Chair Betty Jo Fitger Williams Barry I. Newman, Esq., Vice Chair* Diane L. Rosenberg, Vice Chair Linda Satz, Vice Chair Alyssa Wolven Yamila Ayad Scott J. Anders Roger C. Cornell, MD Cher Conner Risa Baron Colette Carson Royston Board Governance Committee Linda Hersh Lisa Bicker Joyce Gattas, PhD Jack Raymond, Chair Craig Irving Lisa Briggs Jill Hall Jennifer Adams-Brooks Gary Katz Jason Foster Victoria Hamilton James Cowley Bob Kelly Judy Forrester Judith Harris Robert C. Dynes, PhD Paul Meyer Molly Gavin Osborn L. Hurston William K. Geppert David Thomas Jill Gravender Paul Meyer Connie Matsui Allan Wasserman Ben Haddad Manuel Oncina Garry Ridge Janice Weinrick Andy Hamilton Vivian Reznik Carisa Wisniewski Randal Hernandez William Virchis John D. Wylie Chula Vista Charitable Brian Holland Michael Yee Foundation Debra Kelley Carlsbad Charitable Dency Souval, Chair Bob Leiter Audit Committee Foundation Thomas Clavell Andrew Martin Paul Hering, Chair Yvonne Murchison Finocchiaro, Chair Elizabeth K. Cox Michael T. Meacham Tracy Sandoval, Vice Chair Hollyce Phillips, Chair-Elect Sharon McDade Floyd Andrew McAllister Daniel D. Herde Thomas Applegate Sharon Jasek Reid Patricia McCoy Jerry Hoffmeister Joe Bear Terry Thomas Steve Messner Edward Kitrosser Ernie Bray Lourdes Valdez Devon Muto Derek J. Quackenbush James Farley Theresa Weekes Linda Pratt Steven Smith Kurt Filipovitch Cheryll Stewart Bobbie Hoder *Deceased

60 The San Diego Foundation | Annual Report 2010 Volunteers Compensation & Benefits Paul Van Elderen Skip Coomber Bev Holtz Committee Susan Greenstein Lisa Marie Harris Blake Kern Raymond Thomas, Chair Ken Hugins Joseph Holland, Esq. Ward Lewis Jennifer Adams-Brooks Ken Lounsbery Conny Jamison Rex Martin James Cowley Rich Marino Jerome Katzin Bob Moyer Douglas G. Hegebarth Margaret Moir Bob Kelly Colleen O’Harra Jerry Hoffmeister Ken Myers Carolyn Taylor John Todd Jack Raymond Mike Peters John Wylie Rudy Van Hunnick Steven Smith Jack Port Jack Raymond Health & Human Services Organizational Success Environment Working Group Catherine Sanders Working Group Program Working Group Diane L. Rosenberg, Chair Cynthia Waasdorp Nora M. Faine, MD, MPH, Chair Douglas Hegebarth, Chair Diane Coombs, Vice Chair Amethyst Cureg, MD, MPH, FAAP Jerry Hoffmeister Allison Alberts, PhD Executive Committee Steve Eldred, MPH Terry Loftus Patricia Butler Jerry Hoffmeister, Chair Amy Okamura, MSW, LCSW James Reardon Myrian Solis Coronel Jennifer Adams-Brooks, Vice Chair Rene G. Santiago, MPH, MCP Kent Swedell Janie DeCelles John Cambon, PhD Paul Eichen James Cowley La Jolla Paradise Valley Health Fund David Engel, DDS, PhD Douglas Hegebarth Community Foundation Advisory Committee Vicki Estrada Jerome Katzin Phyllis Pfeiffer, Chair Adolfo Gonzales, EdD, Co-Chair Joaquin Fletcher Connie Matsui Matt Browar Allie Pruitt, MBA-GM, Co-Chair Keith Greer Jack Raymond George Hauer Emma Abutin, RN, MPH Conny Jamison Steven Smith Susan McClellan Karma Bass, MPH Peggy Lauer Nancy A. Spector Andy Nelson Amethyst Cureg, MD, MPH, FAAP Andrew Lissner, PhD Raymond Thomas Matt Peterson Steve Eldred, MPH Andrew Malk Carisa Wisniewski Buzz Woolley Nora Faine, MD, MPH Kristin Garrett, MPH, FACHE Tom Oberbauer La Jolla Riford Susan Randerson Finance Committee Shirley Jenkins-Phelps, MD, MS Carisa Wisniewski, Chair Community Fund Gregory Knoll, Esq. Tomás Torres Bill Burch, Chair David Welborn, PhD Frank Ault Amy Okamura, MSW, LCSW Lisa Betyar Dan Keyes Sandra Perez, MD Escondido Daniel Gatto Mark Leinenweber Karenlee Robinson, MSW, MHA Charitable Foundation Douglas Hegebarth Theodore T. Rutter Rene Santiago, MPH, MCP Tom Knight, Chair Derek Quackenbush Robert Teaff Professional Advisor Council Donna Aeling Raymond Thomas Oceanside Linda Bailey Teresa Young Nancy A. Spector, JD, Chair Charitable Foundation David E. Archambault, CLU Rita Bowcock Thomas Nunan, Chair Lorraine Boyce Investment Committee Alfonso V. Arias, Jr., CPA John Cambon, PhD, Chair Diane Nygaard, Chair-Elect Phillip H. Banks, CFP, CTFA Jeanelle Brecht Dean Andersen DeLisle Calac Richard Grannis, Vice Chair Bill E. Beamer, JD Kay Chandler Jennifer Bledsoe Lacy Rick Brooks, CFP, CFA Jack Campbell Tanya Gover

The San Diego Foundation | Annual Report 2010 61 Victor J. Ferrette, JD Eileen Haag San Diego Teachers’ Strategic Planning Committee Richard G. Glasner, JD Kendra Jeffcoat Fund Committee Jennifer Adams-Brooks, Co-Chair Ann C. Harris, JD Kevin Martin Sofia Salgado, Chair Connie Matsui, Co-Chair Julie M. Keeney, CPA Brian McLean Stanley Levenson, PhD, Vice Chair Darcy Bingham Karen M. Ladner, JD Don McLean Nancy Fisher Paul Eichen

Volunteers Patricia Jo Mayer, CPA Steve Riddle James Justus Thomas Hall M. Kathryn Newnham, JD Debra Rosen Nancy Kostman Douglas Hegebarth Richard P. Rojeck, CFP Maureen Rouleau Alice-Kate Raisch Jerry Hoffmeister Lon D. Showley, JD Jeff Shea Felicia W. Shaw Joan Jones Timothy P. Skorheim, CPA Renee VanHeel Diane Rosenberg William F. Super, CPA Bob Wells Scholarship Selection Steven Smith Alan J. Talbott, JD Committee Edwina Welch Paul R. Temby, CFP Regional Vision Committee Joan Jones, Chair James F. “Buddy” Thomas, Jr., CFP William K. Geppert, Chair Darcy Bingham, Vice Chair Partner Organization Jennifer Adams-Brooks Frank Ault Fabian M. Waldner, JD The San Diego Women’s Joan M. Wolfe, CPA Robert C. Dynes, PhD Linda Bernstein Kevin Harris Berit Durler Foundation Board Public Policy Committee Jerry Hoffmeister Todd Gutschow Cindy Olmstead, President Ben Haddad, Chair Peter MacCracken Jennifer La Fond Chavez Gail Vetter Levin, Vice President Michel Anderson Connie Matsui Robert Pascual Marlowe Berg Darcy Bingham Ed Quinn Marty Ries Carol Chang John Cambon Ted Roth Kirsten Solberg Judy Connor James Cowley Steven Smith Raymond Thomas Berit Durler Barry I. Newman, Esq.* Wendy Urushima-Conn A.J. Frank Jack Raymond San Diego Regional Joseph Watson, PhD Wendy Gillespie Disaster Fund Board Justin White Eileen Haag Ramona Community Ted Chan, MD, Chair Leigh Hartman Foundation Bob Clelland, Vice Chair Science & Technology Valerie Jacobs Helene Radzik, Chair Frank Ault Working Group Teresa Jacques John Degenfelder, Vice Chair Darcy Bingham Barbara A. Sawrey, PhD, Chair Elaine Kalin Torry Brean Jim Bliesner Sam Takahashi, Vice Chair Suzanne LaTour Jeff Gann Janie DeCelles Richard J. Beach, PhD Pam Hamilton Lester Craig Garner Robert C. Dynes, PhD Bethel Nathan Rancho Bernardo Tracy Jarman Lloyd Flanders, PhD Lynn Owens Community Foundation Bob Kelly Jerry Hoffmeister Julie Ruedi Karen Rott, President Ed Kitrosser Denise Lew, PhD Marilyn Sawyer Nick Anastasopoulos Barry I. Newman, Esq.* Will Rodriguez, RADM, USN, Ret. Rita Solberg William C. (Bill) Bonner David Snyder Katie Smith, PhD Susan Zlotnik Gary Carslon James Ziegler Ned Smith, PhD Steven DeMatteo Alan Spector, PhD, MD, MBA Ted Gaasch John Goodrich *Deceased

62 The San Diego Foundation | Annual Report 2010 FINANCIAL HIGLIGHTS The San Diego Foundation Values Stewardship We hold The San Diego Foundation in the public trust, maintaining the highest standards of integrity in donor relations, community service, institutional governance, and fiscal management. 2008 2010 Celebrated our 35th Anniversary Began to implement findings from in partnership with the San Diego The Soul of San Diego: Keeping Balboa 2009 Symphony’s 100th Anniversary and 2007 Park Magnificent in its Second Century, San Diego Women’s Foundation’s in partnership with The Foundation Celebrated the grantmaking Convened environmental leaders to 10th Anniversary Published Community Compass: milestone of $500 million provided produce the Regional Focus 2050 Granted a total of $700 million into the Aligning Support to Improve K-12 to nonprofits Study, a regional assessment of future community over 35 years Mathematics & Science Education climate impacts in San Diego County Responded to the wildfire disaster for our Students Released the Parks for Everyone report to through the After-the-Fires Fund, Released the Transfer of Wealth Report map and assess the overall accessibility of and released the After-the-Fires to explore the wealth opportunities in the region’s green space Community Needs Assessment San Diego over the next 25 years

Community Compass: Aligning Support to Improve K-12 Math The Soul of San Diego & Science Education for Our Students Keeping Balboa Park Magnificent

NORTH in its Second Century INLAND

NORTH January, 2008 COAST

CENTRAL COAST

EAST CENTRAL COUNTY CITY

SOUTH BAY

The San Diego Foundation’s Science & Technology Working Group as Integrators, Innovators, and Community Builders April 2008 Fiscal Year 2010

ounded in 1975 with assets of $210,000, A complete set of the audited financial statements, with accompanying Generosity Never The San Diego Foundation today has assets of more notes and report from independent auditor Mayer Hoffman McMann Loses Its Value. than $471 million. Our commitment is to maintain P.C., is available on The San Diego Foundation’s web site. Fand grow the charitable assets entrusted to us. The financial information contained in this annual report is a condensed version of the fiscal year 2010 audited financial statements. Financial Highlights

Grants & Charitable Expenses* Total Assets Contributions* Dollars in millions 63.7 Dollars in millions Dollars in millions 58.7 553 541 52.7 500 49.0 115.0 471 47.9 468 429 46.9 43.2 427 95.8 401 41.2 42.0 42.8 389 386 370 35.5 63.4

285 28.1

49.3 47.7 43.3 185 42.5 40.0 165 38.2 32.1 36.7 32.0 137 13.0 13.0 27.5 10.3 21.5 13.9

96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10

* Audited numbers do not include Agency Fund contributions, grants or expenses.

BALANCE SHEET DOLLARS IN MILLIONS 6/30/10 6/30/09 ASSETS Cash & Cash Equivalents 38,925 39,154 Our Finance Committee is responsible for monitoring the fiscal operations, policies and procedures of The San Diego Foundation. Investments 393,439 351,251 Our Audit Committee provides assistance to the board of governors in fulfilling their Other Assets 38,994 38,319 oversight responsibility to the public relating to the internal accounting and financial Total Assets 471,358 428,724 controls and the annual independent audit of The Foundation’s financial statements.

64 The San Diego Foundation | Annual Report 2010 Financial Highlights Endowment Investment Policy

he San Diego Foundation’s endowment funds are The Foundation through a competitive process. The investment invested in a “Balanced Pool” portfolio, which is performance of each money manager is monitored by an Good structured for long-term total return. To provide independent investment consultant retained by The Foundation Grows. Tdiversification and to reduce overall risk, the and overseen by The Foundation’s Investment Committee. investments are divided into carefully defined asset classes. A list of our current investment managers is available on Assets are invested by professional money managers hired by The San Diego Foundation’s web site.

Endowment Balanced Pool Asset Allocation Investment Return Data Includes Endowment Principal Only (July 1, 2005 - June 30, 2010)

1 YEAR 3 YEAR 5 YEAR 10 YEAR International Equity 20 24% Fixed Income 18% 15.4 15 TIPS 4% Large-Cap Equity 24% Real Estate 7%

Small-Cap Alternatives 10 Equity 14% 9%

5 2.8 2.0

0

-5 -4.6

Our Investment Committee ensures that The Foundation maintains a diversified portfolio of assets in order to meet investment return objectives and to mitigate risk...

The San Diego Foundation | Annual Report 2010 65 Contributions to New and Existing Funds

July 1,2009 to he San Diego Foundation wishes to thank and recognize our many donors whose generosity over the past year helped support a wide June 30, 2010 range of services and programs in our community. Although this list is limited to contributions of $1,000 or more, all gifts are greatly Tappreciated and truly make a difference.

$100,000 and Above Jewish Community Foundation Alma Brosio Amylin Pharmaceuticals, Inc The Arizona Community Foundation John S. and James L. Knight Foundation Ruth E. Burkhardt Krishna and Bonnie Arora William Beckman and Connie Matsui Beckman Frederick and Karen Kiko Malin and Roberta Burnham Athena San Diego Foundation Marc and Patricia Brutten Estate of Matthew and Jean McLaughlin The California Wellness Foundation Dr. Moises and Victoria Arthur Baron The California Endowment Rozella E. O’Bryant Clark C.A.R.E.S. Foundation Max G. Baumgardner Cardinal Health Foundation Padres Foundation for Children Dr. Clifford W. and Carolyn Beall Colwell Dr. Rosalyn P. Baxter-Jones Estate of William W. Carstens QUALCOMM, Inc. Estate of Betty Upham Gouraud Stephen and Michele Beck-von-Peccoz Financial Highlights: Contributors Financial Highlights: Caster Family Trust Rancho La Puerta, LLC Laury S. Graves James F. Beyster Mary H. Clark Rancho Santa Fe Development, LLC Gerald T. Heintzberger Mary Ann Beyster College Access Foundation of California The Rivkin Family Foundation Theresia M. Heyden Biogen-Idec Foundation, Inc. Harry and Valerie Cooper San Diego Community College Charles Norris Jones Vincent and Betsey Biondo County of San Diego Auxiliary Organization Michael and Nancy Kaehr Boys & Girls Clubs of Greater San Diego Cox Communications, Inc. Marshall and Pamela Saunders Kyoto Symposium Organization Dr. James and Karen Brailean Arie de Jong Phil and Shauna Schneider James H. Lauer Louise A. Broderick Educacion Significativa, LLC Estate of Joan Marie Stevens Marisla Foundation James Cahill Dr. Peter C. Farrell Denny and Kimberly Stover Merrill Lynch The California Community Foundation Farrell Family Foundation U.S. University Mingei International Museum Jack and Jill Campbell Gen-Probe, Inc. Vanguard Charitable Endowment Program Mortimer Levitt Foundation, Inc. Evelyn E. Carter Estate of Viola Susan Gephardt The Patricia & Christopher Weil Family Foundation Arthur and Jeannie Rivkin CBS Property Management, Inc. Bill and Amy Geppert WildSpaces, LLC John Robert and Sheryl Scarano The Century Club of San Diego Dr. David and Barbara Groce R. “Buzz” Woolley Szekely Family Foundation Chasecore, LP Estate of Emil and Esther Guttman Jim and Janice Young David and Tina Thomas Charles H. Cheyney William and Elizabeth Ann Hannaman Dr. Ken Widder and Dr. Mary Jacqueline Johnson City of Escondido John and Dorothy Helm $50,000 - $99,999 City of San Diego Estate of Dr. Robert and Lora Loraine Hindman 11th Hour Project $10,000 - $49,999 City of San Jose Imperial Valley Community Foundation Frank and Evie Ault AAUW East County Legacy Foundation City of Santa Monica and Imperial Valley Foundation Lincoln H. Banks Dr. John and Susan Frost Ahlering Dr. Jack and Lynn Clausen The James Irvine Foundation Barrio Logan College Institute Alameda Co. Waste Management Authority Larry and Eleanor Cohen The Isaacs Brothers Foundation Bay Vista Methodist Heights, Inc. Allergan USA, Inc. Steven and Carolyn Conner Harold and Madeline Jacobs Charles and Charlotte Bird Amar Inc. - Infinity Foundation Dan W. Conway

66 The San Diego Foundation | Annual Report 2010 Financial Highlights: Contributors Mark Cookingham Northrop Grumman $5,000 - $9,999 Kidd Family Foundation County of San Diego Board of Supervisors George and Cynthia Olmstead The 1909 University Club Pam Kietzman Dianne W. Cramer Patrick O’Reiley David and Dode Anderson Kiwanis Club of Escondido Scholarship Cush Family Foundation O’Rorke, Inc. Richard Redoglia and Diana Ashton and Student Loan Foundation The Cushman Family Foundation Frank and Naomi Overton Bernardo Community Concert Association Bill and Linda Kolb Hans & Margaret Doe Charitable Trust Christopher Padilla Buzz and Linda Bernstein H. William Kuni Escondido Rotary Foundation Parent Institute for Quality Education Karen Marie Bond Lend A Hand, Inc. Danah H. Fayman Jake Peavy Ron F. Brown Loan Foundation Perry Feuer James and Michelle Pettit The Burnham Foundation Major League Baseball Properties, Inc. Wainwright and Debby Fishburn Plumbers & Pipefitters, Local Union 230 Larry and Deborah Calhoun Ian O. Mausner Friends of the National City Public Library Price Charities John and Barbara Cambon Jim and Jane McCarthy Genentech Dr. Howard and Carole Robin Christian Growth Ministries, Inc. Dr. Margaret and Paul Meyer Brian Giles Rotary Club of San Diego City of Los Angeles Moxie Foundation Girard Foundation Hal and Mary Sadler City of Richmond Najjar Enterprises, LLC Howard and Carole Goldfeder Sahm Family Foundation City of Santa Barbara Sherri L. Neasham Adrian and Betsy Gonzalez San Diego Enforcers, Inc. ClubCorp Service Center Steven and Pamela Ness Ralph and William Green San Diego Yacht Club Sailing Foundation Madison and Edith Cooper North San Diego County Captain Charles and Jo-an Howe San Elijo Lagoon Conservancy Corky’s Pest Control, Inc. Association of Realtors S. Douglas and Gail Hutcheson Scripps Ranch High School Foundation Costco Wholesale Matching Gifts Program Dennis and Diane Nygaard James Hervey Johnson Charitable Trust John and Marylou Shoemaker James M. Cox, Jr. Foundation The J. Douglas and Gerald A. Kelly Rodney and Dolores Smith East Gate Properties, Inc. Marian R. Pardee Foundation Dr. Henry and Judith Krumholz Colonel Sherman and Lady Smith Robert and Margaret Eddy Julius Pearl La Jolla Golden Triangle Rotary Club Foundation Steven and Lera Smith El Cajon Rotary Foundation Resources Legacy Fund Foundation La Jolla Symphony & Chorus Association Mary Steiger Raymond and Gina Ellis Rincon Band of Luiseno Mission Ruth Lane Charitable Foundation Dennis and Judy Stover Environment Now Foundation Indians of the Rincon Reservation, CA Lawyers Club of San Diego Thomas and Jane Sudberry Mark and Kathleen Fackler The Rotary Foundation Donor Advised Fund Lebherz Family Trust Sycuan Band of the Kumeyaay Nation Fidelity Charitable Gift Fund Chuck and Ellie Ruane Legler Benbough Foundation Sam and Barb Takahashi Richard Forsyth and Katherine Leonard Richard and Vanessa Rusczyk Leichtag Family Foundation TaylorMade Golf Company, Inc. Goldman Sachs Philanthropy Fund Joseph A. Sampson, Inc. Ken Little Dr. Nicholas and Ruth Tsoulos James R. Greenbaum, Jr. Family Foundation Joseph and Diane Sampson Mr. and Mrs. Mohan Mansukhani Jack and Joan Tyler The Todd and Mari Gutschow Family Foundation San Diego Fire Foundation Larry D. Marcus UCSD ATHENA Michael S. Haas San Diego Volunteer Lawyer Program Cindy Matters Fund United Way of San Diego County George W. Hauer Scholarship Fund Club Barbara Snodgrass Mau University Women’s Educational Foundation James Herbert and Ellen Adrienne Bond Dr. Matt Scott and Mari O’Connell William G. McColl US Bank Daniel and Marilyn Herde The Selders Foundation Karen L. McElliott Luke T. Walton Jerry and Ingrid Hoffmeister Sempra Energy Mission Federal Credit Union Wells Fargo Roy and Diane Hollingsworth The Simner Foundation MOMeals Daniel and Kristin Wimsatt James M. Hughes Alan and Louarn Sorkin Jerome and Eleanor Navarra Laura P. Winship Dr. Robert Hyman Earline G. Spinney The Jerome & Eleanor Navarra Family Foundation Brent Woodall Scholarship Foundation The Iacocca Family Foundation St. Bernard Software, Inc. Nielsen Beaumont Marine, Inc. James Ziegler Elaine R. Kalin The Linda & Jerry Strickland Foundation

The San Diego Foundation | Annual Report 2010 67 James Stuart, III Family Foundation Christine Bagley Justus and Kristine Breese City of San Clemente Suma Partners, LLC Joe Bailey and Joan Noble William Bridge and Diane Hancock Craig W. Clark Teammates For Kids Foundation Olyn “Randy” and Linda Bailey Bridgepoint Education, Inc. Thomas and Patricia Clavell Yorvit Torrealba Dan and Lois Baker David W. Brooks Paul and Tiffany Cleary Treasurer of the County of Sonoma Baker & McKenzie LLP Attorneys at Law George and Carolyn Brown Robert and Becky Clelland Glenn and Mercedes Warner Rodney and Kerri Ballard James and Leslie Brubaker Click & Pledge Warren-Neely Foundation, Inc. Bruce and Kelly Bandemer Dr. John and Jodie Bruhn The Club at Morningside Waste Management Barbara L. & Richard C. Barrett Family Foundation Amalia Bruning Club at Morningside Ladies Golf Association Dr. Joseph and Mary Watson Barney & Barney Fay P. Bullitt Clubcorp Charities, Inc. James and Kathryn Whistler Kenneth and Bonita Baumgartner James Bumpus and Mary Reeber Guy C. Clum Robert and Anne Wiegel David and Esperanza Bejarano Travis J. Burleson Therry and Jerri Williams Colau William Gumpert Foundation Heath Bell Christopher Bush and Amy Hutchens Coleman & Johnson Financial Advisors Willis Allen Real Estate Jacqueline Bell William and Barbara Busse The Coleman, III Education Trust Estate of Richard & Martha Witz Roy and Diane Bell Arnold and Judith Calabrese Delta M. Collins Evelyn J. Wright-Elson Belmont/AEW Senior Housing Delisle and Lois Calac Community Foundation for Southwest Washington Chris Young David and Jean Bender California Shore & Beach Preservation Association Cher Conner Estate of William and Phyllis Zamboni Dr. Marlowe Berg Neil Caliman and Monica Stafford Judith R. Conner Zoological Society of San Diego Drs. James and Mary Berglund Donald and Dolores Campbell Jack and Barbara Cook Financial Highlights: Contributors Financial Highlights: Thomas and Mary Betz Arthur and Michelle Candland George and Mary Cooke $1,000 - $4,999 Harry and Nanette Black William and Louise Carroll Diane Barlow Coombs 3766 1st Avenue, LLC Harry R. Black Casa de las Campanas Dr. Paula A. Cordeiro A & S Consultants, Inc. The Blackburn Foundation Stephanie Casenza Coril Holdings, Ltd. Abed Corporation-Midway Mobil Philip and Catherine Blair David and Lisa Casey Dr. Roger C. Cornell Dr. Jeffrey and Lauren Abrams Kenneth and Marjorie Blanchard George and Ellen Casey Kevin Correia Kate M. Adams Henry Blanco Joseph Rohn and Julia Castlen John and Patricia Ann Coseo Dorothy (Kitty) A. Aeling Gerald Blank Cavignac & Associates Craig and Sally Costello Rich and Donna Aeling Harriett G. Bledsoe Charlie and Kathleen Chan The Country Friends, Inc. A-Level Group, LLC Michael and Sandra Blessing Susan A. Channick County of Marin All German Auto, Inc. Karen Sigrid Bond Dick “Bud” F. Chase Steven and Celeste Cowell Amazing Possibilities Foundation Reagan Samuel Bond Chevron Humankind Matching Gift Program Dianne Cox Jeanette M. Amen David and Kaydee Bork June Chocheles Marney Cox and Jane Signaigo-Cox American Icon Autographs Van Ray and Sara Botts Christian Stover Foundation Jack Cumming AMYK International, Inc. Janet E. Bourgeois Chula Vista Cultural Arts Music Company Valerie Cumming Richard Anderson John and Donna Boyce Chula Vista Police Relief Association Joan F. Curry Carlton and Eileen Appleby Dr. William and Lorraine Boyce Chula Vista Rotary Foundation Dr. Thomas and Connie Curtin Thomas and Carla Applegate Pamela Boynton Bill and Saundra Cima Cuyamaca Rancho Foundation Appraiser Loft, LLC Ed and Nancy Bradley City Beautiful of San Diego Robert and Dana Dahlbo Carlos and Sharon Arbelaez W.R. Brant City of Berkeley Dr. Sandra Daley and Joseph Carmellino Architectural Systems, Inc. Elene Y. Bratton City of Manhattan Beach Marilyn Daniels Frank and Linnea Arrington Ernie and Peggy Bray City of Palo Alto Richard and Kathryn Daniels Dennis Arriola and Janet Winnick Brecht BMW/Brecht Mini City of Pasadena Victoria J. Danzig Vernon and Judith Au

68 The San Diego Foundation | Annual Report 2010 Dr. Brian Davey Tara Esquivel George-Straley Foundation Dr. Michael Heymann and Deborah Port Financial Highlights: Contributors Toby R. Davidow Estate and Trust Law Professional Dr. Jeanne A. Gill Sylvia Hirschberg Barbara A. Davies Law Corporation Give Something Back, Inc. Gerald and Ramona Hoadley Lyle Davis and Evelyn Madison Fallbrook Land Conservancy Foundation Gigi Gleason Bette J. Hobbs Ruth F. Davis James S. Farley Law Offices The Ellis Goodman Family Foundation Bobbie Hoder Theodora Davis Barry Fefferman Bradley and Dee Gordon Carol K. Holbrook James and Mary Dawe Dr. Anne and David Fege Lisa Gordon Helen Holmes Peak Del Mar/Solana Beach Rotary Club Richard and Cary Feld Jill A. Gormley La Rene Houk Christian and Gemma Dela Rosa Fidelity Charitable Gift Fund Shari G. Grant Hovey and Associates William M. Dern, DDS, APC David A. Field Jim and Renita Greenberg Dennis N. Howard Designers Express, Inc. Kurt and Teddie Filipovitch Dr. L. Richard and Susan Greenstein Ken and Tina Howard Designs By Betsy Financial Executives International Fred Gretsch Enterprises Frederick Howe and Bonita MacVaugh-Howe Douglas and Alice Diamond Carmelo and Yvonne Finocchiaro Neal Griffin and Olga Diaz Richard and Susan Howe Daryl Dick First American Trust Estate of Allen & Ruth Grimwood Human BioMolecular Research Institute Rita DiMartino Firstgiving, Inc. Thomas J. Groves Dr. Michael and Harriet Humphrey Bill and Bonnie Dominguez Teresa L. Fischlowitz Edward Haft Jean S. Hunt Earl and Deborah Dowdy Fleet Reserve Association, CV Branch 61, Inc. Scott Hairston William Huss and Karen Gleason Huss Thomas and Susan Doyle Graham and Evelyn Fleming Scott and Jill Hairston Tim and Tami Hutter Dr. Seuss Foundation Cliff Floyd Jerold and Jill Hall IBM Employee Services Center Dream Design Builders Gloria D. Foote Matthew and Phyllis Hall Ivey Ranch Development Company Joan Drinkwater Family Trust Dr. Linda Ford and R. Joe Dennis Wendy C. Hannan David and Susan Jackson Josephine M. Driscoll Allen and Barbara Foucar Jason Hansen Kirk Irwin Jackson John Duca and Malee Tobias Frank and Susan Fox Tina Hansen Jacobs Family Foundation Jeff and Heather Dugdale Carol Franc Buck The Bucky and Margi Harris Family Foundation Conny Jamison Peter L. Duncan A. J. Frank Stan and Leigh Hartman Dr. Kendra and Jay Jeffcoat Tom and Berit Durler Marsha J. Franklin The Honorable Albert and Rebecca Blair Harutunian Jenny Craig Operations, Inc. East Bay Community Foundation Jean R. Freiburger Dr. Jeffrey Harvey and Leslea Meyerhoff Jeval Asset Management Judy L. Eby Joan Friedenberg Larry and Cathleen Hatter Joan Drinkwater Family Trust Jinx K. Ecke Elizabeth Rose Gabrych Joseph Wood Hayes Arthur Q. Johnson Foundation David Eckstein and Maria Drane Orrin and Karen Gabsch H. B. Sandman Foundation Brian Johnson and Roni Mayben David M. Eckstein Gafcon, Inc. Chase Headley Jerry and Joan Jones Karen Eddy Jet Gailey Douglas Hegebarth and Ellen Chang John P. Jones Dr. Charles and Sue Edwards Alex and Irene Galenes Estate of Joseph & Melva Heinzel Lena L. Jones Eisner & Kelly, LLP Margaret K. Gallagher Joan E. Henkelmann Judy A. Jones-Cone Kimberly K. Elliott Oumar B. Ganame Mark and Susan Hennenfent Valentina Jones-Wagner Peter K. and Doris Ellsworth Christopher Garcia and Brooke Houser-Henning Charles and Georgia Henry Bruce M. Jordan, DDS Robert Engler and Julie Ruedi Steven and Karen Garsson Gary and Ann Herbert J P Morgan Chase & Co. Matching Gift Epstein Family Foundation Chad Gaudin Heritage Education, Inc. & Volunteer Grant Programs David and Sandra Erickson The GE Foundation Karla J. Hertzog Escondido Federal Credit Union Ronald and Rosalie Gerevas Jaclyn L. Hewett The Eshelman Family George Lewis Gildred Theresia M. Heyden

The San Diego Foundation | Annual Report 2010 69 Kaiser Permanente Kaiser Foundation David J. Li, DDS, MS Harvey and Cathy Mitchell Pacific Trust Bank Health Plan Inc. M. Tod and Koren Lilburn Mitch Mitchell The Pacific View Foundation Susan H. Kaloustian Scott A Liljegren William and Patricia Moises Mark and Bonnie Packard The Karney Flaster Family Foundation The Jeffrey & Sheila Lipinsky Family Foundation Susan D. Monell Marsha M. Paine Dr. Cyril and Joanne Kellett Roger Lo and Marie Bjerede Harle G. Montgomerey James Palmquist and Beverly Markis Paul and Paula Kelly Lounsbery, Ferguson, Altona & Peak, LLP Jeffrey and Jan Moorad Palomar Pomerado Health Foundation Dr. Richard and Ruth Kelly Kenneth and Dorcas Lounsbery Dawn Moore Palo Verde Associates Cheryl D. Kendrick Carlton and Sandy Lund Gregg and Elizabeth Morris Virginia S. Patch Dr. Joseph and Geri-Ann Kennedy Bryan and Cecilia Lusky Geraldine Morrison Philip S. Paul Keith E. Kennedy Mary Ann Maloy James M. Morrison Richard N. Paul Blake Robinson Kern Grace F. Mamaux Gregory and Andrea Moser Betty L. Peabody Dennis and Sharon Kern Dr. Bob and Ruth Mangrum William and Mary Rose Mueller Ray and Karen Pearson Gerard and Ann King Beverly L. Markis Musical Merit Foundation Carter and Kathy Pease Kiwanis Club of Los Rancheros Rex and Jeanne Ness Martin of Greater San Diego Vice Admiral Raymond and W. Dian Peet Theodore and Georgeiana Kleiter Timothy and Laurie Martin Herbert and Carol Mutter Matthew A. Peterson Thomas and Jane Knight Dennis and Suzy Martinek Kenneth and Maria Myers The Honorable Lori and Tim Pfeiler Craig C. Knutsen Craig and Susan McClellan National Philanthropic Trust Cheryl A. Phelps G. Teryl and Irene Koch Jeffrey and Kathryn McCoy-O’Neill Ann Navarra Susan C. Phelps Financial Highlights: Contributors Financial Highlights: Allan and Glenda Koljonen Sharon McDade Floyd Adam Nazar Gary and Christine Phillips Alvin and Marsha Korobkin Katherine M. McDaniel Andrew and Tracy Ann Nelson Robert and Hollyce Phillips George and Raimie Kriste McGlincy’s Salon Edward and Pam Nelson Point Loma Rotary Club Jim Kuden Family Foundation, Inc. Daniel and Vi McKinney Kadir Nelson Jack and Elaine Port Ann Kulchin Marcia C. McLatchy New Hope Charitable Foundation Brian and Paula Powers Gilbert and Judith Kunkel Donald and Phyllis McLean James and Lynne Newman Charles B. Powers La Corte Espana, LLC Mary Lee McNaughton Robert and Elaine Nielsen David and Catalina Preskill Jennifer Bledsoe Lacy and Michael Loughran Barbara Measelle Joe B. Noble Charles and Kimberly Pretto Stephen and Janet Lacy Merrill Lynch & Co. Foundation, Inc. Kenneth and Colleen Noonan Price Family Charitable Fund La Jolla Sunrise Rotary Club Matching Gift Program James and Glyn Nordstrom Pro Vegas, LLC Maureen Lamberti Metropolitan Community Church North County Insurance Stefan and Cathy Prvanov Richard and Dorothea Laub of San Diego Northrop Grumman Foundation Jan and Judy Radke Gian and Kelly Lauro David Meyer and Lizbeth Ecke NRG West Coast, LLC Dennis A. Ragen Jim and Risa Lauth Elizabeth B. Meyer David and Diane Nydegger Rancho Bernardo Historical Society Law Offices of Marino & Sahhar, APC Joan M. Meyer Julianne and Paul Nygaard Rancho Bernardo Rotary Club Foundation Dr. Bruce and Janet Lawrence Microsoft Matching Gifts Program Estate of Farley and Erma O’Brien Rancho Financial, Inc. Ira Lechner and Eileen Haag Fred and Barbara Miller Ocean’s Eleven Casino Howard and Elizabeth Randol Sonja Leraas James and Roberta Miller Oceanside Rotary Club Paula Ray Jim Lester and Pamela Hamilton Lester Michael and Tere Miller Oggi’s Eastlake, Inc. Raymond Family Trust Larry and Eileen Letts Thomas and Rosemary Mills Dr. Jerrold and Phyllis Olefsky RB Senior Services, Inc. Martin and Gail Vetter Levin Crosby H. Milne Charles and Marjorie O’Malley Reid, Sahm, Isaacs & Schmelzln, LLP Ward and Michele Lewis Joeseph and Susan Minner Sara L. Oswald Sharon Jasek Reid Jan K. Lezny Joni Miringoff Outsource Manufacturing, Inc. Renaissance Charitable Foundation, Inc.

70 The San Diego Foundation | Annual Report 2010 Republic Services, Inc. Bruce and Leah Santourian Steve Watt Enterprises Ramona L. Walker Financial Highlights: Contributors Garry Ridge Kalpana Sathyadev Kevin and Ellen Stotmeister Robert and Nancy Walker Andrew S. Rinde Paul and Amanda Savo Timothy and Janean Stripe Rusty and Jodi Williams Wallis Dr. Lenore Ringler Nadler Bob and Doris Schaffer Diane P. Strong Smalley Joseph and Dee Wambaugh Greg and Gina Rippel David and Genell Schlotterbeck Sullivan, McDonald, Bramley & Carolyn A. Wardell Dr. Doris Lee Ritchie Neal and Marge Schmale Brody, Attorneys at Law Warren-Walker Parent Association Annette Ritchie-Buis William E. Schmidt Foundation, Inc. Jaclyn A. Summers Warren-Walker School Dr. John and Johanna Roach Michael Schneickert and Karen Leiko Otamura Tracy Sundlun Waypointe Business Advisors James and Elizabeth Roberts David and Elizabeth Schneider Sunrise Bank Janice L. Weinrick Nancy J. Robertson Schwartz Design Group, Inc. Surfrider Foundation San Diego Chapter George W. Weir Asphalt Construction, Inc Red and Pauline Robinson Scripps Mercy Hospital Chula Vista Jerry and Dolores Swanger Dr. David Welborn and Ann Hunter-Welborn Terry and Lisa Rodman Christopher and Tamson Sell Allen Sweet and Lu Anne Hall Judith A. Wenker Anna-Marie and John Rooney Cherrie Sevick William Sybeldon Gary & Mary West Foundation Patti Roscoe The Wilson Sexton Foundation Aaron and Jennifer Tankersley Westfield LLC, Plaza Camino Real Jodyne Roseman Richard and Peggy Shaffer Jim and Erminia Terry Westover Management Ross Funds Sally Shapiro Andrea Tevlin Dr. Charles and Judith Wheatley Ross-Barnett Insurance Agency, Inc. Allan and Linda Shaw Raymond and Linda Thomas Jack and Judy White Rotary Club of Coronado Foundation Theresa Shay & Associates, Inc. Sally A. Thomas Steve and Ada Wilders Rotary Club of Del Mar California, Inc. Jeff and Mary Shea Terry Thomas John A. Willett Rotary Club of Encinitas Donald* and Darlene Marcos Shiley Mike Thometz and Theodora Davis John and Carlene Williams Rotary Club of Fallbrook Foundation J.E. Shipman Jan Thompson-Eve Knox and June Williams Rotary Club of La Mesa Irv and Valentyna Simpson Jan Thompson & Associates Judy M. Williamson Rotary Club of Rancho Bernardo Sunrise The Querrey Simpson Charitable Foundation Peter C. Thung Josh Wilson Travis R. Roy Sudden Cardiac Arrest Fund Jean Sinclair TKF Robert and Marion Wilson RSF Rotary Foundation, Inc. Walter and Lucille Sinfield John and Sandy Todd Dr. John and Joyce Winters John and Kathy Rubesha Dr. Enid Singer Tara Lee Torburn Wollman Wealth Designs, Inc. Jim and Lisa Ruder Frances T. Singleton Duane L. Trombly George and Rose Ann Wooldridge Anne and Jerome Ryan Marvin Sippel Richard and Stephanie Troncone Ann A. Woolley Sage Capital Advisors, LLC Skaja & Daniels, LLP Truist Gary and Jackie Wrench Edna Sahm Terin Smith Erica Ueland Larry and Kathy Wuerz Caroline Salvatierra David and Phyllis Snyder Union-Tribune Shoe Fund, Inc. Wuttke Group, LLC Alan J. Salvi, DDS, Inc. Emeline Sobieski United Way of San Diego County YFC Foundation Jerry L. Salyer Darryl and Rita Solberg Lourdes Valdez Mary Jo Young Charles Sanders and Gabriela Carrillo-Sanders Sold...The Butler Did It Edward and Marty Vales Richard Young San Diego Button Club Sony Electronics, Inc. Valle Vista Convalescent Hospital, Inc. Patricia Zigarmi San Diego Chargers Steven S. Sourapas Paul and Neeltje Van Elderen Dennis Zimmerly San Diego Downtown Breakfast Rotary Foundation Paul* and Dency Souval Adrienne and Juan Vargas Karl and Barbara ZoBell San Diego Gas & Electric Donald and Peg Spanninga Voak Homes Incorporated San Diego Master Chorale Theresa Sparks Clinton and Jane Voltmer San Diego North Chamber of Commerce Dr. Alan and Nancy Spector Cynthia D. Waasdorp Howard and Gloria Sandvik Starr-Vision, LLC Duane and Barbara Walker *Deceased

The San Diego Foundation | Annual Report 2010 71 In Memoriam

The San Diego Foundation lost many friends, volunteers and donors over the course of the last year. Each of them has touched our In Memoriam To Honor. lives and impacted our meaningful programs and initiatives. The following leaders profoundly advanced The Foundation’s mission. Their legacies will always be remembered. Spotlight On A Legacy Gift: Joan Marie Stevens his year, The San Diego Foundation was the beneficiary of a major gift from the estate of Joan Marie TStevens. Mrs. Stevens lived her life by the motto on her fridge, “I expect to pass through this world but once. Any good therefore that I can do or any kindness I can show to any Barry I. Newman, Esq. Sol Price Paul Souval fellow creature, let me do it now for I shall not pass Board Member, Community Founding Board Chair,

To Honor: Legacy Spotlight & Spotlight Honor: Legacy To this way again.” The San Diego Leader and Donor The Chula Vista When she moved to La Jolla in 1976, she began volunteering at Scripps Hospital, earning Foundation Charitable Foundation her 1,000 hour pin. Her commitment to the hospital followed her when she moved to Scottsdale, Arizona, in 1984. While in Scottsdale, her younger brother was diagnosed with cancer in 1985. During the time he was going through treatment, she read an article about planned giving in a Scripps Health mailing. In memory of her brother, Joan worked with Dr. John Trombold, medical director of Scripps Cancer Center, to donate two properties she owned in Long Grove, Illinois, to fund Scripps Cancer Center, Stevens Division, at Scripps Memorial Hospital La Jolla. Mrs. Stevens was a member of the Heritage Guild of the Zoological Society and the San Diego Humane Society’s Heritage Circle. With the help of major gifts from her estate, Joan Marie Stevens Funds I and II were endowed to continue Joan’s dedication in perpetuity. The first fund will benefit the San Diego Humane Society and San Diego Zoological Society; the second, the Scripps Cancer Center. Dwight Stanford James Mulvaney, Sr. Incorporating First Board Chair, Board Member, The San Diego The San Diego Foundation Foundation

72 The San Diego Foundation | Annual Report 2010