ANNUAL REPORT FISCAL YEAR 2015 / 2016 ANAHEIM COMMUNITY FOUNDATION Board of Directors 2015/2016 EXECUTIVE COMMITTEE David Bostwick President Merrill-Lynch Ed Munson Vice-Chair/Vice-President Cypress Chamber of Commerce Jeff Hunter Treasurer Kaiser Permanente Darren Dang Secretary Orange County Courts Steve Sain Immediate Past President Deputy Chief (Ret.) Anaheim P.D. William Taormina Chairman Emeritus CEO, Clean City, Inc. Terry Lowe Chief Executive Officer Anaheim Community Services Orin Abrams Anaheim Hills Golf Course Clubhouse Sarah Alevizon Community Volunteer Stephen Faessel Crown Ace Hardware John Guastaferro Anaheim Family YMCA Priscilla Martinez Anaheim Elementary School District Michael Rubin Law Firm of Rutan & Tucker, L.L.P. Bruce Solari Solari Enterprises, Inc. Irv Pickler Board Member Emeritus 2 ANAHEIM COMMUNITY FOUNDATION THIRTY-ONE YEARS OF BUILDING COMMUNITY THROUGH PEOPLE, PARTNERSHIPS, AND PRIDE The Mission of the Anaheim Community Foundation is to strengthen the Anaheim Community through people, partnerships, and pride. The goals in support of the Anaheim Community Foundation’s mission are to: Encourage community participation, partnerships, and collaboration that result in successful responses to community challenges and opportunities. Strengthen community-based organizations that effectively address community needs, promote volunteerism, and provide community leadership. Promote community-building programs and events that inspire community pride and unity. Provide individuals and businesses opportunities to make charitable investments that directly benefit the Anaheim community. During Fiscal Year 2015/2016, the Anaheim Community Foundation continued to provide the means for people, organizations, and corporations in “Building Community through people, partnerships, and pride” in Anaheim. Under the direction of a volunteer Board of Directors from the Anaheim civic and business communities, the Foundation linked citizens who wanted to give with neighbors who are in need of assistance, thereby enriching the community’s charitable spirit. Since its 1984 incorporation, the Foundation has continued to expand and provide leadership to meet community needs. In Fiscal Year 2015/2016, the Foundation maintained its firm dedication to supporting a broad base of programs, services, organizations, and facilities that enrich the lives of Anaheim residents. In the Fiscal Year 2015/2016, the Anaheim Community Foundation Board of Directors continued to offer a well-managed non-profit organization that acts as a community vehicle for accepting donations of property, money, or securities from individuals, organizations, and corporations. All contributions are returned to the community. Managing assets averaging $1,780,891 this fiscal year the Foundation received $1,881,496 in donations and provided $885,948 in support to enhance programs and services that met human needs and aided local groups. The Board of Directors continued to provide the leadership support required to continue directing 100% of donations to the designated program and maximizing direct service to those in need. ACCOMPLISHMENTS As a result of its leadership and reputation for sound fiscal management, the Foundation’s role as a community asset continued in Fiscal Year 2015/2016. Helping Hands Grant Program - $14,000 in assistance was awarded to 19 local service organizations through its Helping Hands grant program. Helping Hands focuses on assisting community programs that improve arts and culture, youth and senior programs, community resources and emergency assistance. Grant awards range from $500 to $1,000. Funds are made possible by Anaheim residents who have made donations through their monthly Anaheim Public Utilities bill or online at www.anaheimcf.org. Youth Scholarships – The ACF was able to fund the return of this important program thanks to funding from the Disneyland Resort, Fireworks proceeds and the Jim Ruth Scholarship Fund. Over 160 youth received financial support to attend a recreational class or camp during the spring and summer sessions. Anaheim Youth Services Assessment – The Anaheim Community Foundation was instrumental in coordinating the 2012 Anaheim Youth Assessment, which paved the way for a $3 million commitment from Angels Baseball, the Anaheim Ducks and the Disneyland Resort through Accelerate Change Together (ACT). 3 The ACT initiative is dedicated to meeting the needs of Anaheim youth. Funding priorities target effective programs that specifically address service gaps, challenges and barriers to the success of Anaheim’s youth as identified in the findings of the Anaheim Youth Assessment (AYSA) Report. The Orange County Community Foundation (OCCF) serves as the managing partner and has brought additional funders to the program including the Ueberroth Family Foundation, Swayne Family Foundation, Donnie Crevier and the Tarsadia Foundation. For the second year, the proceeds of the annual Anaheim State of the City event were directed to benefit ACT. On June 15, Accelerate Change Together for Anaheim (ACT) announced ACT III, a total of $1.5 million in funding to 10 Orange County nonprofits supporting mentoring and afterschool programs that help address gaps in Anaheim youth services. To date, ACT Anaheim has granted $5 million to 14 nonprofits, nearly doubling their original goal within the first three years. Disneyland Half Marathon – The ACF celebrated a 10 year partnership with run Disney in September 2015 as the official charity of the event. ACF President David Bostwick, joined by Project S.A.Y. participants, accepted a $10,000 donation to youth programs during the race day festivities. I Heart OC Giving Day – The Anaheim Community Foundation participated in the “I Heart OC Giving Day” coordinated by the Orange County Community Foundation which was a 2016 initiative to raise $2 million for Orange County nonprofits over a 30-hour period. The ACF received $150 from the second countywide giving day held in April. New Funds - This past year, the ACF Board added the financial oversight of two new programs, Fireworks and Disney 60. 4 BOARD MEMBER SERVICE On June 30, 2016, Terry Lowe, Executive Director, retired after 12 years of service to the Foundation. President David Bostwick, on behalf of the entire Board of Directors of the Anaheim Community Foundation, presented Mr. Lowe with a proclamation extending their sincere gratitude, appreciation and admiration for his exceptional dedication and extraordinary leadership to the people, business community and nonprofit organizations of Anaheim. ACF President David Bostwick thanked Terry Lowe for his service at the Retirement Celebration. CREATING A CARING COMMUNITY Giving to the Anaheim Community Foundation allowed donors the opportunity to make a difference, be remembered, and enrich the quality of life in our community now and in the future. The Anaheim Community Foundation served as a charitable channel through which worthwhile programs including arts and culture, environmental/nature, gang-drug prevention and interventions, youth programs, human service/emergency assistance, senior programs, therapeutic programs, library, and scholarships were supported. Because of the Foundation’s minimal operating costs, donors had the unique opportunity to give locally and be secure in the knowledge that their gift was directed to the program of their choice. During Fiscal Year 2015/2016 the Foundation actively sought funds from the following sources: ACF Helping Hands Donor Program Individual donations of cash, real and personal property, or land/securities Corporate/Organization donations Employee Payroll Deduction/Contribution Plans Gifts in memory of family or friends Bequests in a will or trust Designation as a life insurance beneficiary Establishment of charitable trusts Establishments of endowment funds In-kind donation of service The Foundation will continue to look for opportunities to act as Fiscal Agent in order to facilitate fundraising and services to those in need. In addition, the Foundation will continue to encourage all forms of charitable giving as a means of expanding the delivery of critical services that improve the quality of life in Anaheim. 5 PROGRAM NARRATIVES 2015/16 COMMUNITY SERVICES PROGRAM FUNDS YOUTH PROGRAMS Anaheim Youth Initiative – The Foundation managed the funding for the Anaheim Youth Services Assessment conducted by the Olin Group that focused on current youth services being offered to youth living in at-risk environments. This fund has a balance of $3,790. Ballet Folklorico Dance Program - The Project S.A.Y. (Support Anaheim’s Youth) Folklorico and Cultural Dance Program provides youth with an opportunity to learn about and strengthen the cultural heritage and rich history of Mexican folk dance. Youth dancers perform in monthly events including the Illumination Foundation, Latino Book Fair, Anaheim Police Activities league Annual Gala, Dia de Los Muertos Library Event, Fall Festival Halloween Parade, Dia de Los Muertos, Nutcracker Tree Lighting, Miraloma Park and Family Resource Teen Day, Project S.A.Y. Banquet, Kids Giving Back Fundraiser, and various other community events. Your support will help offset the cost of dance costumes, shoes and shoe repair, and general supplies. Project S.A.Y. Ballet Folklorico Group performed at the Dia de los Muertos Celebration Community Service Volunteers / VolunTeen Recognition - The 36th Annual Volunteer Recognition Event “We are LUCKY To Have Wonderful Volunteers” was held on Wednesday, March 16,