THE JAMES IRVINE FOUNDATION ANNUAL REPORT FOR 2004 THE JAMES IRVINE FOUNDATION ANNUAL REPORT 2004 ANNUAL 575 MARKET STREET, SUITE 3400 SAN FRANCISCO, CALIFORNIA 94105 415.777.2244 865 SOUTH FIGUEROA, SUITE 2308 LOS ANGELES, CALIFORNIA 90017 213.236.0552 EXPANDING OPPORTUNITY FOR WWW.IRVINE.ORG THE PEOPLE OF CALIFORNIA RR2_JAM_Cov_Mech_07.07.indd2_JAM_Cov_Mech_07.07.indd 1 77/30/05/30/05 44:52:45:52:45 AMAM ABOUT JAMES IRVINE REFERENCES: DID YOU KNOW? native Californian, James Irvine devoted most of PAGES 19-20 PAGE 29 California Arts Council, 2004 Economic The College Board: 2000 College-Bound Seniors: A Profi le his life to his business interests in San Francisco A Impact Study: The Arts: A Competitive Advantage for of SAT Program Test Takers (1987-1998) and the development of his 110,000-acre ranch in Orange California II (April 2004) PAGE 30 (LEFT) County, which he inherited from his father in 1886. PAGE 21 RAND Corporation: California’s K-12 Public Schools: Mr. Irvine believed that signifi cant community responsibility TABLE OF CONTENTS Humphrey Institute of Public Affairs, Project How Are They Doing? (2005) on Regional and Industrial Economics: The Artistic came with his ownership of the ranch, and his philanthropic PAGE 30 (RIGHT) From the President and Dividend Revisited (March 2004) United Way: A Tale of Two Cities: Bridging the Gap Between activities culminated with the formation in 1937 of The Chief Executive Offi cer 2 PAGE 23 (LEFT) Promise and Peril (2003) James Irvine Foundation. He directed that Foundation grants Ramakrishnan, S. Karthick, Democracy in Immigrant Investing in Youth 4 PAGE 31 America: Changing Demographics and Political Participation promote the general welfare of the people of California, League of California Community Foundations Advancing the Arts 8 (Stanford, CA: Stanford University Press, 2005) and by the time of his death in 1947, the Foundation had Building a Better California 12 PAGE 32 PAGE 23 (RIGHT) begun to make grants to educational and cultural institutions National Center for Family Philanthropy: 2004 Grants 16 Public Policy Institute of California: What California Donors Want: In Their Own Voices (2004) and other nonprofi t organizations. Since its founding in “Just the Facts: Latino Voters in California” Grantseeker Guidelines 17 1937, the Foundation has made grants totaling more than (October 2004) PAGE 33 From the Chief Investment Offi cer USC Center on Philanthropy and Public Policy: $850 million for the people of California. PAGE 24 (LEFT) and Treasurer 38 An Atlas of Foundation Philanthropy in California (1999) Public Policy Institute of California: “Special Independent Auditors’ Report 40 Statewide Survey: Californians and the Future” PAGE 34 ABOUT THE COVER (August 2004) California Arts Council, 2004 Economic Financial Statements 41 Impact Study: The Arts: A Competitive Advantage for atia Vang is a second-generation Californian of Hmong PAGE 24 (RIGHT) Board of Directors and Staff 48 California II (April 2004) descent and a nursing student at California State Public Policy Institute of California: K References 49 “Just the Facts: The Age Gap in California Politics” PAGE 35 University, Fresno. Ms. Vang is also a volunteer at Stone Soup (October 2004) Public Policy Institute of California: “Just the Facts: Fresno, a community center that serves the large and growing California’s Central Valley” (November 2004) PAGE 26 (LEFT) Southeast Asian refugee population in the San Joaquin Valley. U.S. Census Bureau, American Community Survey PAGE 36 She is pictured in traditional Hmong costume, standing Profi le 2003 Stanford University, Center for Comparative Studies in Race and Ethnicity: Race and Ethnicity in California: PAGE 26 (RIGHT) before a tapestry that depicts the story of the Hmong fl eeing Demographics Report Series – No. 14 (June 2003) Harvard University, The Civil Rights Project: their native country of Laos following the Vietnam War. “Confronting the Graduation Rate Crisis in PAGE 37 In 2004, with a grant from Irvine, Stone Soup Fresno California” (March 2005) United Way: A Tale of Two Cities: Bridging the Gap Between Promise and Peril (2003) developed Project Common Thread, a program designed PAGE 27 to preserve and promote the cultural arts of the Hmong Community College League of California: California Community College Pocket Profi le (2004) and foster cross-cultural awareness in the San Joaquin Valley. PAGE 28 (LEFT) As part of Project Common Thread, Ms. Vang helped to Harvard University, The Civil Rights Project: establish a Hmong girls choir, which has been well received “Confronting the Graduation Rate Crisis in in the community, and she continues to teach traditional songs California” (March 2005) that capture the history and culture of the Hmong people. PAGE 28 (RIGHT) California Community Colleges Chancellor’s Offi ce (2005) DESIGN: PENTAGRAM PRINCIPAL PHOTOGRAPHY: JOHN BLAUSTEIN PHOTO ON PAGE 9: MICHAEL J. ELDERMAN PRINTER: LITHOGRAPHIX 9: MICHAEL J. ON PAGE PHOTO JOHN BLAUSTEIN PHOTOGRAPHY: PRINCIPAL PENTAGRAM DESIGN: RR2_JAM_Cov_Mech_07.07.indd2_JAM_Cov_Mech_07.07.indd 2 77/30/05/30/05 44:52:48:52:48 AMAM THE JAMES IRVINE FOUNDATION The mission of The James Irvine Foundation is to expand opportunity for the people of California to ADVANCEparticipate in a vibrant, successful, and inclusive society. In pursuit of this mission, the Foundation is guided by the following goals: advance the edu- cational and economicENGAGE prospects of low-income Californians to create and share in the state’s pros- perity; engage a broad cross section of Californians ENHANCEin the civic and cultural life of their communities and the state; enhance mutual understanding and communication among diverse racial, ethnic, and socioeconomicENRICH groups; and enrich the state’s intellectual and creative environment. RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 1 77/30/05/30/05 44:59:53:59:53 AMAM FROM THE PRESIDENT AND CHIEF EXECUTIVE OFFICER J ames Irvine’s mandate in creating the Foundation carries as much In the pages that follow, we resonance today as it did in 1937. What emerges from reading his Indenture outline the core purpose for each of of Trust, which provides the governing direction for the Foundation, is that our programs. Along with those state- he cared about improving people’s lives, especially those who faced diffi cult ments of purpose, we profi le some of prospects. He also had great affection for California, which provided the the people and organizations we are land upon which he created his wealth. People and place were important privileged to support, and highlight concepts for our founder and remain at the center of how this Foundation a sampling of the places in California approaches its work today. where we do our work. Our goal in The refocused mission that emerged from our recent strategic planning this year’s report is to provide readers work — to expand opportunity for the people of California to participate in with a clear and tangible picture of how our institution positions itself to carry a vibrant, successful, and inclusive society — fl ows directly from our founder’s out James Irvine’s vision in view of our long history, our enduring values, and wishes. Our three core grantmaking our fi nite resources. “Our goal in this year’s report is programs — Arts, California For The James Irvine Foundation, 2004 established the platform for the to provide readers with a clear Perspectives, and Youth — bring this future. We will build upon this platform in the years ahead in ways that honor and tangible picture of how our mission to life in an integrated the rich legacy of those who preceded us, that demonstrate our understanding institution positions itself to carry way that builds upon Irvine’s unique of an ever-shifting external environment in California, and that refl ect the values out James Irvine’s vision in view history and competencies as a and principles that led James Irvine to create this philanthropic enterprise. of our long history, our enduring statewide funder. Sincerely, values, and our fi nite resources.” In 2004, we completed the fi rst full year of grantmaking refl ecting our new directions, and to demonstrate an ongoing commitment to our founder’s core James E. Canales principles, this annual report focuses on three P’s: purpose, people, and place. President and Chief Executive Offi cer July 2005 2 3 RR3_JAM_Edit_Mech_07.07.indd3_JAM_Edit_Mech_07.07.indd 2-32-3 77/30/05/30/05 55:01:28:01:28 AMAM FROM THE PRESIDENT AND CHIEF EXECUTIVE OFFICER J ames Irvine’s mandate in creating the Foundation carries as much In the pages that follow, we resonance today as it did in 1937. What emerges from reading his Indenture outline the core purpose for each of of Trust, which provides the governing direction for the Foundation, is that our programs. Along with those state- he cared about improving people’s lives, especially those who faced diffi cult ments of purpose, we profi le some of prospects. He also had great affection for California, which provided the the people and organizations we are land upon which he created his wealth. People and place were important privileged to support, and highlight concepts for our founder and remain at the center of how this Foundation a sampling of the places in California approaches its work today. where we do our work. Our goal in The refocused mission that emerged from our recent strategic planning this year’s report is to provide readers work — to expand opportunity for the people of California to participate in with a clear and tangible picture of how our institution positions itself to carry a vibrant, successful, and inclusive society — fl ows directly from our founder’s out James Irvine’s vision in view of our long history, our enduring values, and wishes. Our three core grantmaking our fi nite resources.