2003 VCCF Annual Report 9/15/05 10:31 AM Page 1 2003 VCCF Annual Report 9/15/05 10:31 AM Page 2 2003 VCCF Annual Report 9/15/05 10:31 AM Page 1 Table of Contents 2 Areas Served 3 Chairman’s Letter 4 Board of Directors 7 The Power of Building Community 8 Engagement 12 2003 Volunteer Advisors - Committees 14 Education 18 Endowment 24 Grants 30 Scholarships 34 Gifts Recieved 2003 40 2002-2003 Financial Report 41 VCCF Staff 41 President’s Letter © 2004 Ventura County Community Foundation 2003 VCCF Annual Report 9/15/05 10:31 AM Page 2 Areas Served: Bardsdale Bell Canyon Buckhorn Camarillo Casitas Springs El Rio Faria Beach Fillmore Foster Park Hollywood Beach Hollywood by the Sea La Conchita Lake Sherwood Leisure Village Live Oaks Acres Lockwood Valley Meiners Oaks Mira Monte Moorpark Montalvo Mussel Shoals Newbury Park Nyeland Acres Oak Park Oak View Ojai Oxnard Pierpont Piru Port Hueneme Point Mugu Santa Paula Santa Susana Saticoy Seacliff Simi Valley Silver Strand Solimar Beach Somis Thousand Oaks Ventura Westlake Village Wheeler Springs 2 2003 VCCF Annual Report 9/15/05 10:31 AM Page 3 Chairman's Letter he year 2003 was one of transition for the Ventura County Community Foundation. We adopted a new logo and visual identity, added new programs and staff, and spent a great deal of time and care searching for Kate McLean’s successor as President. The Board is pleased to welcome Hugh J. Ralston to the position, and looks forward to working with him as we continue the Foundation’s important work in this community. T While transitional years can cause some turbulence, the Ventura County Community Foundation remains one of the fastest growing of the more than 600 community foundations across the nation, and is highly regarded as a model for innovative new programs. We are widely recognized for our vision of building community through philanthropy. Despite economic hardships, a troubled political climate, and natural disasters in our own backyard, the Foundation succeeded in engaging members of the community through the Civic Alliance; educating them in the Resource Center and through our first Donor Education Forum; reaching endowment goals for Destino and the Women’s Legacy Fund; and providing an astounding $2.1 million in grants and scholarships, more than in any year in our sixteen-year history. Looking forward into 2004, I pledge, on behalf of the staff and board of this great organization, to redouble our efforts to build philanthropy and community leadership in Ventura County. In this, my last year as Chairman for the Board of Directors, I would like to thank my colleagues, especially those who have retired from the Board. Joe Brown, Dottie Loebl, Dick Shipley, Danny Villanueva and Dave White have been a vital part of the success of this organization, and they will be missed. It has been my privilege to work with such dedicated colleagues and a dynamic staff in our efforts to answer the needs and concerns of Ventura County. I also offer my congratulations to Mary L. Schwabauer, who has been chosen as Chair Elect. I am certain that she will serve this community with dedication and great leadership, helping the Ventura County Community Foundation to harness the power of philanthropy. For good. For ever. William H Bang Chairman 3 2003 VCCF Annual Report 9/15/05 10:31 AM Page 4 2003 Board of Directors entura County residents working together build a better community – that’s the vision of our Board of Directors. In assessing the future of the community and meeting its most pressing needs, our Directors strike a balance between the present and the future by ensuring that even as funds are applied to current needs, the resources of the community will continue to grow. V William H Bang Chairman Ronald L. Hertel Treasurer William L. Hart, M.D. Secretary Denis A. Dupuis Henry L. “Hank” Lacayo Wendy C. Lascher Terri E. Lisagor Timothy J. McCallion Stacy A. Roscoe Scott B. Samsky Mary L. Schwabauer Robin C. Woodworth Sally S. Yount The Community Foundation would also like to thank these retiring members of the Board for their many years of dedication and service. Joseph P. Brown Dorothy H. Loebl Richard C. Shipley Daniel D. Villanueva Legal Counsel: Gary Arnold, Esq., Arnold, Bleuel, LaRochelle, Mathews & Zirbel, LLP 4 Dave O. White 2003 VCCF Annual Report 9/15/05 10:31 AM Page 5 Charts of Growth I n spite of the sluggish economy, our donors continue to support our vision, ensuring a healthy quality of life today and for future generations. In the fiscal year ending September 30, 2003, our grantmaking, endowments and assets continued to allow us to help our neighbors. 35M 30M 2M Total Endowment 1.75M 25M 20M 1.5M 15M 1.25M 10M 1M 5M 1M 750K 800K 600K 500K 400K 250K 200K 0 0 200K 175K Total Grants 35M Total Scholarships 30M Total Assets 25M 20M 150K 15M 125K 10M 5M 100K 1M 75K 800K 50K 600K 400K 25K 200K 0 0 VCCF remains enormously grateful to Haas Automation for its support in the design and production of this annual report, and, in particular, thanks to Eric Strunk. This report would not be possible without their generosity. 5 2003 VCCF Annual Report 9/15/05 10:31 AM Page 6 COMMUNITY 2003 VCCF Annual Report 9/15/05 10:31 AM Page 7 The Power of Building Community uilding community is one of the oldest human endeavors, and one fraught with both opportunity and challenge. The Ventura County Community Foundation takes its name seriously because it includes the heart of our mission -- building community -- and translates it to where we live and work. B Ventura County is a collection of communities: cities and towns and smaller communities made up of nuclear and extended families, neighborhoods, religious organizations, service clubs, nonprofit organizations, governmental and charitable groups. Our communities reflect the ways in which we live and organize our lives, how we create meaning and substance, and how we extend our personal beliefs and forge human connections. Ventura County is also a community at the crossroads of economic, social, and political change. We are facing the increasing pressures of development, housing affordability, density and traffic challenges, and a business climate whose fortunes are not always tied to factors under our control. The proximity of our beautiful landscape to nearby Los Angeles County, where 100,000 Ventura County residents commute every day, often has a disquieting impact on our homes and our lives. But there is hope, both in the power of people working together and in the possibility that change can be positive. In that hope lies the Community Foundation’s mission and our purpose: to harness the power of engagement, education, endowment, grants, and scholarships. The Ventura County Community Foundation, founded in 1987, is over $40 million strong, engages hundreds of volunteers and advisors, gives $2.1 million a year in grants, and works together to build community and strengthen the communities where we live. Y 7 2003 VCCF Annual Report 9/15/05 10:31 AM Page 8 E N G AG We believe in building relationships between people, engaging them in the issues and challenges confronting our community and working together to foster community leadership. ENGAGEMENT 8 2003 VCCF Annual Report 9/15/05 10:31 AM Page 9 EMENT he power of engagement is often the first step. The Community Foundation believes that through discussion and dialogue, we understand better who we are, what we face and why it is important to work together. By building relationships between people and engaging them in the issues and challenges confronting our community, we can work together to foster community leadership and create hope for the future. Last year, more than 200 Community Foundation volunteer advisors gave their time and specific expertise in such diverse fields as health care, human services, grantmaking, scholarships, and investment management. T The Ventura County Civic Alliance, a coalition of 50 civic leaders with a shared commitment to regional sustainability, is only one example of the power of engagement. In helping to chart the County’s future, the Alliance addresses growth issues and the balanced interplay between economic viability, environmental health, and social equity from a variety of perspectives and viewpoints. Lyle Wray, who became director of the Alliance in June 2003, notes, “The Civic Alliance is a unique exercise in regional leadership, building a broad based consensus on issues of regional importance, ensuring the diverse viewpoints are at the table and are part of the solutions that are crafted by community leaders to address these challenges.” estino, an endowment fund focusing on Latino issues, is yet another example of community engagement. In 2003, Destino secured a grant from The California Endowment Focus Funders Program to fund a health needs assessment of underserved Latinos. The results, said Rigoberto Vargas, Ventura County Public Health Chronic Disease Prevention Administrator, “provide much-needed information on improving the health and well-being of Latinos in Ventura County.” The study, the first assessment of its kind, explored key issues affecting the health of local Latinos, and the results will be used to allocate resources and plan services that address multi-cultural health needs. Destino founder and grants committee member Priscilla Herrera says, “The focus on Latino health is extremely important. Destino’s healthcare grants provide the assistance needed to meet the challenge of improving the health of Latinos throughout Ventura County. Destino is making a difference in allocating resources to those programs that address healthcare issues affecting Latinos.” D 9 2003 VCCF Annual Report 9/15/05 10:31 AM Page 10 ENGAGE Community Profile of Health & Human Services In September of 2003, VCCF and United Way of Ventura County hosted the launch of the online Profile of Health & Human Services in Ventura County. The profile, last updated in 1994, examines the social condition, needs, resources, gaps and overlaps in the health and human services arena and will provide an ongoing access to the most current information that can be used by public and nonprofit organizations for program and funding development and resource allocation. The profile was developed by a group of organizations in Ventura County committed to understanding the issues and needs of the County, and finding new, targeted ways to address those needs. This group included VCCF, Ventura County Human Services Agency, United Way of Ventura County, Ventura County Health Care Agency, Interface Children Family Services, Ventura County Medical Resource Foundation, Center for Excellence at California State University, Channel Islands and California Lutheran University’s (CLU) Center for Leadership and Values. he Community Foundation’s Technical Advisory Committee (TAC) was created to increase the awareness and importance of philanthropy within the professional advisor community of Ventura County. Composed of seventeen highly respected and qualified professional advisors in the county, TAC provides the Community Foundation with expert advice regarding the development of vehicles for charitable giving. In response to committee chair J. Peter Wakeman’s $5000 challenge grant, TAC recently expanded its role into grantmaking as well. As Wakeman, an attorney in Thousand Oaks, noted, “Committee members will be actively involved in evaluating and selecting grant recipients, giving them valuable insight into the pressing charitable needs of the county. We are hopeful that this hands-on experience will help us to advise more effectively our respective clients about charitable giving opportunities in Ventura County.” T CLU’s Center for Leadership and Values hosts the online database, and will meet quarterly with an advisory committee comprising of representatives from the sponsoring organizations to update, maintain and enhance the quality and usability of the profile. We invite you to use the information available at www.venturaprofile.org and partner with us in future years to ensure the ongoing development of this living document, designed to help agencies address the needs of our community. For more information, contact us at (805) 988-0196 or [email protected] 10 2003 VCCF Annual Report 9/15/05 10:31 AM Page 11 The Ventura County Civic Alliance Engaging the Community for our Future he mission of the Ventura County Civic Alliance is to promote a healthy and sustainable future for the Ventura County region. The Alliance is a coalition of civic leaders with a shared commitment to bringing the economic, environmental, and social equity interests of our region together to address priority community issues, increase civic engagement and build community leadership. Funded by the James Irvine Foundation, the Alliance is an initiative of the Community Foundation. T The Alliance holds a set of core beliefs and ideas that guide its actions in pursuit of our Mission. Stacy A. Roscoe, Chair Civic Alliance • Regional Sustainability: We are united in our belief in a regional approach to long-range planning and public policy that balances the “3 Es” of a sustainable community (economic viability, environmental health, and social equity). • Boundary Crossing and Collaboration: We recognize the interconnectedness of economic, environmental and social systems that cross political, geographic and other boundaries. We aspire to create an inclusive, cohesive community through partnership and collaboration. • Community Building: We seek to strengthen and enhance existing leadership and community building efforts, not to duplicate or supplant other initiatives. • Open Dialogue: We engage in open, fact-based and honest dialogue that welcomes diverse ideas and ideologies and supports civic engagement. • Evenhanded: We are committed to conducting deliberations and making decisions that fairly represent a diversity of perspectives and viewpoints. We are not dominated by any single view or interest. • Consensual decision-making: In our decision-making, we strive for group solidarity on decisions that everyone understands, can support, or is willing to live with. The first major effort of the Civic Alliance was the production of the State of the Region Report, detailing key facts and information about Ventura County and indicators of our quality of life. The Alliance will focus its 2004 activities on issues of growth and sustainability, starting with a review of city and county plans and their parameters for growth and sustainability for Ventura County. Volunteers will review city, county and other organizations’ documents to search for implications and trends. A report on findings and suggestions for next steps will be presented in 2004. For more information on the Alliance, or the growth and sustainability project, visit the Alliance’s Website at www.vccf.org/civicalliance or contact VCCF at (805) 988-0196. MENT 11 2003 VCCF Annual Report 9/15/05 10:31 AM Page 12 2003 Volunteer Advisors - Committees Admin/Finance Committee William L. Hart, M.D., Chair William H Bang Ronald L. Hertel Scott B. Samsky Richard C. Shipley Board Development Committee Robin C. Woodworth, Chair Ronald L. Hertel Henry L. "Hank" Lacayo Wendy Cole Lascher Dorothy H. Loebl Scott B. Samsky Dave O. White Charitable Gift Annuity Committee J. Peter Wakeman, Chair Joseph P. Brown William Fairfield Pam Garvin William L. Hart, M.D. John Jacobs Robert Katch Scott B. Samsky A. Charles Schultz Communications Committee Denis A. Dupuis, Chair William H Bang Mario J. “Marty” de los Cobos Dick Fausset Michael Hoffman Mary Kaiser Florence LaManno Timothy J. McCallion Alfredo Plascencia Terri Raley Stephen Woodworth Community Health Partnership Grants Committee Karen Escalante Dalton William L. Hart, M.D. Rose Jeffery Diane Jones Dr. Dan Jordan Dr. Tim Kuehnel, Ph.D. Mark Lisagor, D.D.S. Petra Luna Charles Padilla Beverly Viola Community Profile of Health & Human Services Jerry Beckerman Debbie Bergevin Jeremy Brewer Kristina Brook Norma Camacho Vicki Chandler Monty W. Clark Susan Englund Barbara Fitzgerald Paul Iannaccone Dr. Dan Jordan Paul Lorenz Christy Madden Townley Mailer Terry Miller Petra Nagerl Cal Remington Dr. Felipe O. Santana Barbara Spraktes-Wilkins Bruce Stenslie Carol Sutherland Elizabeth Trebow Charles Watson Consultants: Dr. Charles Maxey, Dean, School of Business, California Lutheran University Dr. Jamshid Damooei, Professor, School of Business, California Lutheran University Community Response Fund Gary Cabriales Tim Jones Terri Lisagor Maricela Morales Patricia Paulucci Stacy Roscoe George Tillquist Patty Waters Destino: The Hispanic Legacy Fund Grants Committee Manny Batule Robert Cabral Rudy Gonzales Scott P. Hansen Henry L. “Hank” Lacayo Alice McGrath Linda Ochoa Jo Ann Olivares Yolanda Plascencia Sherry Villanueva Destino: The Hispanic Legacy Fund Vision Committee Henry L. “Hank” Lacayo, Chair Robert Cabral Marty de los Cobos Jack Dickenson John Dokken Rudy Gonzales Julie C.T. Hernandez Priscilla Herrera Sharon Hillbrant Leah Lacayo Alice McGrath Kate McLean Yolanda Plascencia Mike Silacci Danny Villanueva Heritage Fund Vision Committee Jim Clark Glywn Chase Jeff Maulhardt Mary Schwabauer 12 Investment Committee Ronald L. Hertel, Chair Denis A. Dupuis Kurt Gustafson William L. Hart, M.D. Robert Katch Anne D. McCallion Richard Shipley Pierre Tada Presidential Search Committee William H Bang, Chair Joseph P. Brown Denis A. Dupuis Wendy Cole Lascher Richard C. Shipley Alan Teague Julie K. Drezner, Consultant Program & Grants Committee William H Bang, Chair Wendy Cole Lascher Terri E. Lisagor Dorothy H. Loebl Stacy A. Roscoe Mary Schwabauer George Tillquist Resource Center Advisory Committee Sally S. Yount, Chair Fred Bauermeister Sue Chadwick Paul Engle Gary Erickson Pam Jolicoeur John Katch Sylvia Schnopp Board Training Development Committee Sally Yount, Chair Sue Chadwick Carolyn Kopp Harry Lee Janet Nichol Robin Woodworth Resource Center Workshop Consultants/Teachers Norma Bishop Laurie Borsecnik Bill Buratto Sue Chadwick Carrie Collins Jeff Conway James Cordi Paul Engle Jay Grigsby Gail Guglielmino George Lauterbach Judy Lazar Jonathan Light Francine Lis Cal Locken Jan Kern Dr. Charles Maxey Douglas McRae Robert Mitchell Dr. Susan Murphy Patty Oertl Warren Riley Molly Rockey Lisa Safaenili Sylvia Schnopp Lupe Solario Arlene Stepputat Ed Summers Sally Yount Strategic Planning Committee Joseph P. Brown, Chair Gary Erickson William L. Hart, M.D. Robert Katch Scott B. Samsky 2003 VCCF Annual Report 9/15/05 10:31 AM Page 13 Technical Advisory Committee Women’s Legacy Fund Vision Committee VCCF Technical Compliance Committee GERHARDT FAMILY SCHOLARSHIP SAGE SCHOLARSHIP COMMITTEE J. Peter Wakeman, Chair A. Charles Schultz, Vice Chair Scott B. Samsky, Board Liaison Libby Barrabee William Fairfield Anthony P. Fowkes Pamela Garvin Peter Gerlach John Jacobs Susan Jacobson L. Karsten Lundring Kenneth Merideth Michael Morgan Midge Stork Vickie L. Walluck Jo Ann M. Wedding Mark Winter Gary L. Wolfe Libby Barrabee Kristina Brook Gail Weller Brown Bettina Chandler Betsy Chess Eloise Cohen Rita Frayer Rose Ward Jeffrey Judy Lazar Dorcas McFarlane Barbara Meister Julia Newman Tina Rasnow Pat Richards Laurie Rozet Nancy Stehle Fran Targon Mona Thompson Barbara Thorpe Susan Witting Robin Woodworth Joanie Young Sally Yount Paul Engle Suzy Lesiak Ted Jensen Shelba Cole Robison Berta Steele George & Eleanor Tillquist Bill Wakelee Dick Weber Diane Volz Ken Gerhardt Lucy Gerhardt Madeline Hess, Chair Tina Anderson Cati Connell Christina Everett Michael Rafter Margaret Seawell Becky Schledorn Tara Stivers Shiela Vitelle Jerry Westby Ventura County Civic Alliance Steering Committee Stacy Roscoe, Chair Ron Bottorff, Vice Chair Roma Armbrust Janet Bergamo Bill Buratto Al Guilin Pam Jolicoeur Steve Kinney David Maron Kate McLean Carmen Ramirez Dave Smith Women’s Legacy Fund Grants Committee Joanie Abou-Samra Sherry Jean Cole Diana Estes Judy Frazier Arlene Miro Frances Prince Barbara Thorpe Joan Young Scholarship Committees VCCF Application Processing Committee Ms. Jeanette (Jeannie) Beck Gail Weller Brown Ted Jensen Doug & Ila Knight Suzy Lesiak Nancy Stehle Bill Wakelee Mr. & Mrs. Roger (Spike) Wilkins VCCF Scholarship Selection Committee Madelene Batule Paul Engle Star Hunter Suzy Lesiak Frank Moraga Carole Nelson Shelba Cole Robison Cliff Rodrigues Kerry Roscoe Mary Schwabauer Berta Steele Gregory Sawyer, Ph.D. Eleanor Tillquist BERENICE BARNARD MUSIC SPECIALIST SCHOLARSHIP COMMITTEE Louise Hart Merle Hails Jane Montegine HERBERT A. BERLIN MEMORIAL SCHOLARSHIP COMMITTEE Ray Campos Emigdio Cordova Yolanda Barretto-Flores Lorene Leyva Perry Lopez Claudia Naranjo BETHANY ANNE CODY SCHOLARSHIP COMMITTEE Tamara Joy Cody Asher Noelle Patricia Newton Jodi Heather Newton Pennington Kimberly Terranova 13 CHARLES K. GOSE SCHOLARSHIP COMMITTEE Mrs. Charles K. Gose Gregory R. Gose Kenna Gose PAUL LEHMANN MEMORIAL SCHOLARSHIP COMMITTEE Ray Campos Emigdio Cordova Yolanda Barretto-Flores Lorene Leyva Perry Lopez Claudia Naranjo MACKENZIE FAMILY SCHOLARSHIP Mr. Gene Sharp ARLEIGH MCCONNELL SCHOLARSHIP COMMITTEE Gene Badstubner Karen Birbeck Barbara Hall Mike Johnson Pete Shedlosky Robert Shirley ROSELLEN DEE PEARSALL NURSE SCHOLARSHIP TEACH SCHOLARSHIP COMMITTEE Lynda Bowman Trish Cavanaugh Barbara Fitzgerald Carmen Flores Gloria Lopez Dr. Lyn MacConnaire Larry Matheney Julian McDonald Doug Miller Rhonda Neumann Maria Older Paulette Ozar Sherri Sanchez Bruce Spenslie Charlene Turnbow KATHERINE M. WAKELEE SCHOLARSHIP Bill Wakelee Dan Wakelee Julie Wakelee-Lynch Marcia Wakelee Bill Pellerin Donna Pellerin JEAN WEBER MEMORIAL SCHOLARSHIP COMMITTEE ALFONSO AND DORA ROMERO SCHOLARSHIP COMMITTEE Richard Weber, Chair Charles Weber Gia Weber Melissa Weber William Weber Tom Donahue Karen Giroux John Merrill Cecil Preciado Mariann Romero Paul Royle Catherine Sepulveda Carol Jean Shilton Emily Stenzel EDUCA 2003 VCCF Annual Report 9/15/05 10:31 AM Page 14 We believe that education of donors, of nonprofit leaders and the wider community enriches our community, and makes us better philanthropists. EDUCATION 14 ATION 2003 VCCF Annual Report 9/15/05 10:31 AM Page 15 he power of education is an ever-present force in our lives. It brings not only knowledge, but also perspective, understanding, appreciation, and a thirst for more. In educating our donors about the capacity for change, and the ways in which philanthropy can be harnessed to make a specific and lasting impact, we fulfill our mission to extend the footprint of philanthropy. In educating the leaders of our nonprofit organizations, whose impact is over $1 billion in economic activity, we provide the tools and resources to ensure that they are better able to weather tough times and challenges to their livelihood. T The Resource Center for Nonprofit Management was created in 1991 with the goal of meeting the training needs of nonprofit organizations and institutions. It functions as the point of convergence for the county’s nonprofit sector, providing information, technical training, and support at little or no cost. More than sixty workshops are offered annually, and include certificate and college-credit courses. The Resource Center provides a library for research and development, electronic databases, management consulting in the areas of board development, strategic planning, and retreat facilitation, as well as needs assessment in the areas of health, children’s issues, human services, and education. ach Spring, VCCF, with the assistance of the service leadership program at Pepperdine University, completes a needs assessment to determine the training needs of the nonprofit community. This training has led the Resource Center for Nonprofit Management Advisory Committee to create and implement many of the workshops and seminars currently offered. E Last year, the assessment was completed and the call by nonprofits for quality board members was heard. The result was the creation of the newest workshop, Board Excellence. This workshop trains new and experienced board members alike on board roles and responsibilites, individual board member rights and duties, board/staff relationships and running effective meetings and committees. For more information on this workshop or any other workshop offered by the Resource Center, please contact Susan Seale at 805.988.0196 x. 10 or e-mail [email protected] 15 2003 VCCF Annual Report 9/15/05 10:31 AM Page 16 EDUCA Planned Giving/ Donor Philanthropy The Community Foundation provides the flexibility to help people meet a broad range of objectives through a variety of vehicles. Our staff has broad expertise regarding community issues and needs that we are happy to share. We welcome the opportunity to work with you and your advisor to fulfill your charitable objectives and community interests. If you would like to speak with a Community Foundation representative about planned giving, starting a fund, or grantmaking in Ventura County, please contact Donor Relations at (805) 988-0196, ext. 28 or [email protected] to set up an appointment. Charitable Gift Annuity Service for Area Nonprofits The people in Ventura County care deeply about charity. The extraordinary number of nonprofit organizations in our region reflects that caring. Where does charity fit into estate planning? A popular option for meeting your planning goals is the charitable gift annuity. It is an attractive option for people who are dependent on income from savings accounts, certificates of deposit, bonds and money market funds. A charitable gift annuity offers a steady income at a set rate in return for a charitable gift. The donor also receives an immediate tax deduction for the charitable portion of the gift. As the donor, you also get the satisfaction of knowing that whatever remains from the original donation will stay with the Foundation or be given to the charity of your choice where it will be used to meet the most pressing needs of the community. The Ventura County Community Foundation is now offering its many friends, donors and associates the opportunity to establish a charitable gift annuity to benefit any charity in Ventura County. To find out more about this program, contact Donor Relations at (805) 988-0196. 16 2003 VCCF Annual Report 9/15/05 10:31 AM Page 17 Donor Education Forums The Community Foundation is committed to strengthening community participation in philanthropy to meet the changing needs of Ventura County. We believe that an informed community will lead to an active community. To that end, VCCF launched a series of Donor Education Forums in 2003 to: • Increase donor engagement in the philanthropic process • Increase informed philanthropy and grantmaking • Educate donors about current trends, community and nonprofit needs and opportunities in Ventura County, and • Highlight worthwhile grantmaking opportunities for Donor Advisors. The first Donor Education Forum on the topic of Women and Economics in Ventura County was held in September, following the conclusion of the Women’s Legacy Fund grant cycle. Representatives from the Ventura County Workforce Investment Board, Many Mansions, the Ventura College Foundation and Women’s Economic Ventures spoke about work being done in Ventura County to improve the economic outlook for women in our community. In 2004, Donor Education Forums will be held in conjunction with each of VCCF’s major grantmaking cycles. If you would like to be added to the mailing list for these events, please contact Donor Relations at (805) 988-1096, ext. 28 or [email protected] TION 17 ENDOW 2003 VCCF Annual Report 9/15/05 10:31 AM Page 18 We believe endowments provide a long-term source of grantmaking and charitable investments for our donors. Well-managed by professionals at a competitive cost, we preserve the power of endowment for ever. ENDOWMENT 18 WMENT 2003 VCCF Annual Report 9/15/05 10:31 AM Page 19 he power of endowment is increasingly significant, because endowments can be destiny for many nonprofit organizations. By providing both an anchor and a safe harbor during volatile economic markets, endowments offer stability to important programs that serve so many. The power of endowment allows us to preserve the best of what we have today for our children and for generations beyond. T The flexibility and convenience of Donor-Advised Funds allow individual donors to make a contribution in one fiscal year and to recommend grants for many years to come. Field of Interest Funds give donors the option of building philanthropy in a particular field, such as the arts, health care, education, or another area of interest. A large number of nonprofit agencies have also placed their endowment funds with the Community Foundation, allowing them to build and protect the permanent resources that enable them to provide important community programs. Well-managed endowments are a hallmark of the Community Foundation’s partnership with its donors, for it is in preserving this capital through times good and bad that we earn the right to work with donors in future years. The Community Foundation’s team of experienced professionals actively monitors and oversees funds with integrity and accountability. Our diversified and balanced portfolio provides steady capital appreciation and long-term income, and has resulted in strong longterm performance. $500,000 Endowment Goals Reached t has been a very successful year for the Women's Legacy Fund and for Destino: The Hispanic Legacy Fund. Both reached their $500,000 Endowment Goal for 2003. This milestone ensures that a minimum of $25,000 in grants will be available from each fund every year for grant making. I Since their inception, these funds have granted more than $600,000 to 83 programs impacting nearly 20,000 youth and adults in Ventura County. Destino Founder Danny Villanueva has said of raising endowment, “It is important to our community that we reach the next level so we can effectively meet the needs of Ventura County. We are within reaching distance of that goal, but we need everyone’s help to get there.” Both Funds have set an endowment goal of $1 million by December 31, 2004. 19 ENDOW 2003 VCCF Annual Report 9/15/05 10:31 AM Page 20 Investment Performance As good stewards of the community’s endowments, VCCF provides active monitoring and oversight of funds. The Board of Directors has appointed an Investment Committee of directors and community leaders with experience and knowledge in the investment world. To ensure professional competence in the administration of the funds and to provide constant supervision and prompt action as appropriate, an independent Investment Consultant has been engaged. VCCF’s Consultant assists the Committee in the selection of independent Investment Managers and in the establishment of prudent investment objectives and asset allocation guidelines. The Consultant also provides objective performance measurement and evaluation reporting for each Investment Manager as well as for the total fund on a quarterly basis. Our diversified portfolio consists of equities and fixed income securities in order to provide long-term growth within appropriate risk parameters. VCCF Target Asset Allocation We are pleased to share the investment performance of our Endowment Funds for the most recent quarter and one-, fiveand ten-year performance as of September 30, 2003, as well as the performance for our benchmark – the Manager Index. Last Fiscal Year 5 Years (Annualized) 10 Years (Annualized) Endowment Funds 23.6% 6.3% 9.3% Manager Index* 19.8% 4.2% 8.9% *Manager Index is composed of the Russell 3000/Lehman Bros Aggregate/MSCI EAFE as based on the actual allocation percentages of the portfolio. In actual results, and compared to our benchmarks, the performance is strong in all periods. We continue to believe our strategy of investing in a balanced and diversified portfolio will provide both capital appreciation and income over the long term, a key goal supporting VCCF’s mission. For further information, call us or visit VCCF’s website at www.vccf.org. 20 2003 VCCF Annual Report 9/15/05 10:31 AM Page 21 Agency/Nonprofit Funds The Ventura County Community Foundation has the unique ability to build assets for a charitable organization, and to distribute funds annually to the nonprofit to meet its needs. A number of organizations have placed their endowment funds with the Community Foundation as a means of protecting and enhancing these charitable funds for the future. Endowment funds are particularly useful to organizations whose contributions fluctuate with changing economic conditions. These funds demonstrate the organization’s security, stability and long-range planning, and help fulfill its mission in perpetuity. The Community Foundation is pleased to partner with these organizations in building and protecting permanent resources to support important community programs. Endowed Agency Funds Project Understanding Endowment Fund Rio Mesa High School Athletics Booster Club Endowment Fund Rotary Club of Ojai Educational Foundation Fund Ruth T. & John V. Newman Endowment Fund (ICFS) Samaritan Center of Simi Valley Permanent Endowment Fund San Buenaventura Friends of the Library Endowment Fund Santa Paula Memorial Hospital Endowment Fund Santa Paula Rotary Scholarship Endowment Senior Endowment Fund / City of San Buenaventura Senior Nutrition Action Council Endowment Fund Simi Valley Cultural Arts Center Foundation Fund Simi Valley Library Endowment Fund Special Olympics Fund / City of San Buenaventura Tina K. Reynolds Endowment Benefiting the Turning Point Foundation Tri-Counties Easter Seal Society Endowment Fund United Way of Ventura County Endowment Fund Ventura County Medical Resource Foundation Endowment Fund Ventura County Museum of History & Art Endowment Fund Ventura Pier Fund / City of San Buenaventura Westlake Village Rotary Club Foundation Fund Women’s Advocacy Fund (ICFS) Al Jalaty Youth Fund (ICFS) Arts & Culture Endowment Fund for Ventura County Aster Foundation Permanent Endowment Fund Big Brothers Big Sisters Mentoring Fund (Interface Children, Family Services- ICFS) The Bike Fund (Ventura County Transportation Commission) Blanchard Community Library Endowment Fund Boy Scouts of America, Ventura County Council Endowment Fund Boys & Girls Club of Camarillo Endowment Fund Boys & Girls Club of Conejo & Las Virgines Boys & Girls Club of Greater Oxnard and Port Hueneme Fund Briggs Educational Foundation Endowment Fund California Lutheran University Endowment Fund Camarillo Hospice Endowment Fund Camp Fire USA Ventura County Council Endowment CAREGIVERS Endowment Fund Carnegie Art Museum Cornerstones Endowment Fund Casa Pacifica Endowment Fund Church of Our Lady and All Angels Endowment Fund Civic Arts Plaza Center for the Performing Arts Community/Education Endowment Fund Civic Arts Plaza Center for the Performing Arts/ Fine Arts Programming Endowment Fund Coalition To End Family Violence Endowment Fund Conejo Valley Senior Concerns Endowment Fund Discovery Center for Science/Technology Education Endowment Fund F.O.O.D. Share Endowment Fund Future Leaders of America Endowment Fund Habitat for Humanity of Ventura County Endowment Fund HART/Mutt Matchers Endowment Fund HELP of Ojai Endowment Fund INTERFACE: Children Family Services Endowment Fund (ICFS) Interface Recognition Fund (ICFS) Lagomarsino Endowment to Promote Healthy Families Fund (ICFS) Laura Toomey Endowment for Symphonic Music Fund (New West Symphony) Livingston Memorial Visiting Nurse Association Endowment Fund Long Term Care Ombudsman Fund Mary Health of the Sick Convalescent Hospital Endowment Fund New West Symphony Endowment Fund New West Symphony Youth Music Endowment Fund Ojai Education Foundation Fund Ojai Festivals Endowment Fund Ojai Valley Museum Endowment Fund Agency Pass-Through Funds Alcohol and Drug Pass Through Fund Camarillo Health Care District Wellness Fund Conejo Recreation and Park District Fund County of Ventura Department of Mental Health Community Fund Fillmore Education Fund Moorpark Historical Society Museum Fund Oxnard Economic Development Education Fund Partners in Progress Fund / City of San Buenaventura Pleasant Valley Recreation/ Park District Foundation Fund R.A.I.N. Communities Fund Regenerate Fund San Buenaventura Friends of the Library Capital Improvement Pass-Through Fund Thousand Oaks Arts Commission Thousand Oaks Youth Commission Therapeutic Dance Fund Ventura Community Park Fund Ventura County Community College District Foundation Fund MENT 21 ENDOW 2003 VCCF Annual Report 9/15/05 10:31 AM Page 22 Cornerstone Funds The Cornerstone Project was launched in 1997 to accelerate and multiply the base of permanent philanthropy in Ventura County. The following funds were created through the Cornerstone initiative and continue to support all aspects of the Community Foundation’s work in Ventura County. Community Response Funds Earnings from Community Response Funds address the most important issues facing Ventura County. The flexibility of these funds offers the Community Foundation an effective way to meet donor interest while recognizing the changing needs of the community. Contributions received, but not earmarked for specific charitable purposes, go into the Cornerstone Community Response Fund - a general endowment to respond to programs that make an investment in the community and improve the lives of Ventura County Residents. Cornerstone Community Response Fund Gladys Daily Coffman Fund Bernice Daily Gastl Fund Nellie Daily Fund Haas Automation Charitable Fund Dominick and Bridget McGrath Fund A.A. and Jeanne W. Milligan Fund Ben E. and Joan H. Nordman Fund Smith-Hobson Foundation Community Response Fund VCCF Founders’ Fund Cornerstone Administrative Endowment Funds The Community Foundation’s service to the community has built a stronger community spirit, fostering philanthropy and promoting partnering to make Ventura County an even better place to live. The administrative endowment is a basic underlying element that fortifies and expands the Foundation’s current efforts and provides funding to launch new initiatives. Mary Ann and William Bang Cornerstone Fund L. John Bernatz Charitable Cornerstone Fund Lydia T. and Joseph Brown Cornerstone Fund Otis and Bettina Chandler Fund Designated Funds Dennis Collins Administrative Endowment Fund Robert Calder Davis, Jr. Cornerstone Fund Mike A. DeLorenzo Fund William A. and Cynthia D. Fairburn Jr. Memorial Fund Haas VCCF Administrative Endowment Fund Dr. and Mrs. William Hart Fund Ronald and Carolyn Hertel Fund Bertha Kunz Fund Loebl Family Conrnerstone Fund Mr. and Mrs. Norman Lueck Cornerstone Fund Mahan Cornerstone Fund McLean Cornerstone Fund A.A. and Jeanne W. Milligan Fund Marshall and Gretchen Milligan Fund John V. and Ruth T. Newman Fund J.M. Sharp Company Fund Richard and Barbara Shipley Fund Martin V. and Martha K. Smith Cornerstone Fund Smith-Hobson Foundation Cornerstone Fund Sunkist Centennial Fund Teague-McKevett Fund Dorcas Thille Fund George and Eleanor Tillquist Cornerstone Fund VCCF Administrative Endowment Fund Dave O. and Leila M. White Cornerstone Fund Esther Margaret Young Fund Needs Assessment Endowment Funds Needs Assessment Funds provide funding to gather, review and analyze input from the community on pressing and current community needs, providing the information necessary for the Community Foundation, nonprofit organizations and funders to develop programs and address community needs in a focused, strategic fashion that will have a measurable impact on the community. William A. & Cynthia D. Fairburn, Jr. Memorial Fund Resource Center for Nonprofit Management Endowment Funds Endowment Funds for the Resource Center for Nonprofit Management ensure the continued education and training programs of the Resource Center, and, in turn, ensure the success of the nonprofit organizations that rely on them. Cornerstone Resource Center Endowment Fund Haas Automation Seminars for Nonprofit Excellence Joan Merritt Fund to Strengthen Ventura County Nonprofits Midge and Dave Stork Resource Center Fund Helen Yunker Collection for Nonprofit Research 22 Designated Funds allow donors to specify which charitable organizations they want to receive the eligible distribution. The Community Foundation monitors the performance of the organization to make sure the funds’ grants are being used as intended by donors. Endowed Designated Funds Air Quality Improvement Fund (County of Ventura, Air Pollution District) George and Maria Theresa “Tessie” Bach Library Fund (Port Hueneme Elementary School District) James C. Basile Fund for Casa Pacifica Jamie Burton Memorial Fund (Special Olympics) Cal Poly SLO Agri-Business Department Fund California Oil Museum Endowment Fund Elsie J. Carr Memorial Fund (Multiple Charities) Flight 261 Memorial Fund Forum of the Arts Endowment Fund (Ventura County Museum of History & Art) Morris Friedell Fund (Alzheimer’s Association) The Greenblatt Family Fund (Ventura County Mental Health) James V. and Idah W. Iliff Scholarship Fund (Ventura College Foundation) JCB Fund for Abused Children (ICFS) Ann Derby Joy Charitable Fund (Multiple Charities) K-9 Foundation Fund (Oxnard Police Department) Harry A. Lyon Youth Scholarship Fund (City of Ventura, Recreation Department) Ojai Valley School/Barbara Barnard Smith Fund Strathearn Family Fund (Multiple Charities) TEACH Fund (County of Ventura Public Social Services Agency) Thousand Oaks Civic Arts Plaza Endowment Fund VCMHA Smith Gallery Endowment Fund Ventura County Library Endowment Fund W.W.O. Memorial Fund (California Oil Museum) Designated Pass-Through Funds Bernice Klatt Fund Wanda B. Pinta/HART Pass-Through Fund (HART) St. Francis Dam Memorial Fund Thousand Oaks Council on Aging Fund Ventura County Air Improvement Fund Ventura County Library Foundation Fund 2003 VCCF Annual Report 9/15/05 10:31 AM Page 23 Donor-Advised Funds The flexibility and convenience of Donor-Advised Funds help Ventura County build philanthropy. A donor can make a contribution in one fiscal year and suggest grants for many years to come. Anyone may establish a DonorAdvised Endowment Fund with a minimum gift of $10,000. The donor selects a name for the fund, may build the fund at any time, takes a tax deduction and can recommend disbursements for charitable purposes of all of the eligible earnings. Endowed Donor-Advised Funds James and Alfreda Alger Endowment Fund Balcerzak-Jordan Community Education Endowment Virginia Faria Baptiste/Faria Family Fund Les Box Memorial Fund John and Cherie Brant Endowment Fund Jerry and Gail Weller Brown Charitable Fund Lydia T. and Joseph Brown Fund Bushong Family Trust Fund Jennifer and Douglas Cooper Charitable Fund Delaney Kate Honorary Heart Fund Margaret Duval Memorial Fund Edwards Family Charitable Fund Erickson Family Fund Faria Family Foundation Fund Finck Family Charitable Fund Christopher P. Fowkes Memorial Fund Fund for Social Justice Garrett Family Charitable Fund Gerhardt Family Fund Margaret and John Given Charitable Fund Brian Daily Given Charitable Fund Peter William Given Charitable Fund Delaney Gonzales Foundation Gould Family Fund Marquita Shiells Griswold Fund Betty M. Harris Endowment Fund for the Hearing-Impaired Harvey Shenkin Hope Foundation Wylie and Barbara Horn Fund Lawrence and Marian Janss Fund Jensen Family Fund for Charitable Giving Kaiser Family Foundation Fund Fred Krumm Memorial Fund Chris and Zelda Kunkle Oak View Community Fund Edward L. Lascher Fund Dr. David Lichten Memorial Fund The Limoneira Foundation Fund Lisagor Family Fund Loebl Family Fund Mahan Family Foundation Fund Mass Media, Inc. Charity Fund McAvoy Family Trust Fund McCrea Family Foundation Fund Merewether Community Fund Messenger Investment Company Fund Ben E. Nordman Public Service Award Ryan O’Neil Memorial Fund Rosellen Dee Pearsall Nurse Scholarship Fund Allison Huntington Raleigh Fund Schwabauer Charitable Fund James W. Sheehan Fund Anne W. “Muggy” and William P. “Pawsie” Slover Memorial Fund Barbara Barnard Smith Fund for World Musics The Smith-Hobson Foundation Fund Martha K. and Martin V. Smith Fund Otto Stoll Children’s Fund Tillquist Family Charitable Fund Ventura County Bar Association Legal Services Fund Vielbig Family Fund The Dave O. and Leila White Fund Wilson Family Fund Wood Family Charitable Fund Yount Family Charitable Fund Donor-Advised Pass-Through Funds Mary Ann and William Bang Family Fund Fund for Catholic Intentions Suzanne M. Chadwick Charitable Fund Milton F. & Margaret M. Daily/Daily, Jr. Family Fund Milton F. & Margaret M. Daily/Given Family Fund Milton F. & Margaret M. Daily/Menne Family Fund Georgiana and Richard Daskais Fund Margaret Duval Memorial Fund David Farber Foundation Joseph T. Faria Memorial Fund Farr Family Fund Andy Fox Charitable Community Fund Hertel Family Charitable Fund Kearney Family Fund Frank and Julie Papen Memorial Fund Paulson Family Charitable Trust Fund Pinecrest School Thousand Oaks Curriculum Enrichment Fund Reiter Brothers, Inc. Foundation Fund Stacy A. & Kerry P. Roscoe Charitable Fund The Jacob Sipos Honorary Heart Fund Barbara Barnard Smith Fund Helen M. Smith Fund Nao and Judy Takasugi Family Fund Darcie and Nicholas Thille Charitable Gift Fund Troop Real Estate Foundation Field of Interest Funds Donors who wish to build philanthropy in particular areas of interest, such as the arts, health care, education or other fields, may establish Field of Interest Funds. The Community Foundation will then award grants in that field where need is highest. Donors to VCCF Funds (Destino, Women's Legacy and Heritage) who accumulate $10,000 establish a named fund. Endowed Field of Interest Funds Community & Folk Arts Endowment Fund Dr. Maxine Crossley Endowment Fund E. Wright Daily Fund Robert Calder Davis, Jr. Arts Fund Destino: The Hispanic Legacy Fund Hank and Leah Lacayo Destino Fund Limoneira Company Destino Fund Dr. Manuel, Irma, Marisa and Tiffany Lopez Family Fund Alice Greenfield McGrath Destino Fund Mission Produce Destino Fund Procter & Gamble Destino Fund Reiter Affiliated Companies Destino Fund Villanueva Family Fund Armand and Gabrielle Dupuis Fund Heritage Fund James Blackstock Family Fund Leonard and Nina Butler Heritage Fund Chase Brothers Dairy Fund Bambi McCormick Clark and Jim Clark Fund Leavens Ranch Heritage Fund Berenice and Dave Strathearn Fund Ruth Daily Livingston Fund McKenzie Family Education Fund Irene Morris Endowment Fund Doug Roy III We Care Trust Fund Santa Clara River Parkway Fund TAC as a Grantmaker Fund Women’s Legacy Fund Bettina Whittaker Chandler Fund Robert A. and Mary Louise Hardison Fund Barbara Meister Fund for Women Helen K. Pidduck Women’s Legacy Fund Muriel W. Robinson Fund to Empower Women Laurie Rozet Fund for Women Soroptimist International of Ventura Women’s Legacy Fund Dorcas H. Thille and Family Fund MENT 23 GRANT 2003 VCCF Annual Report 9/15/05 10:31 AM Page 24 We translate our donors’ charitable investment into grants, and the earnings from endowments into lifelong support for organizations that strengthen the community and make it a better place to live. GRANTS 24 TS 2003 VCCF Annual Report 9/15/05 10:31 AM Page 25 he power of grants is an investment in programs and services, as well as a capacity to inform a wider public about the needs of the community. Grants translate the intent of our donors, and their deepest wishes and hopes, into the reality of helping Ventura County’s nonprofit organizations serve their constituents. T The Community Foundation provides a number of funding opportunities for nonprofit organizations working to solve critical issues facing the county. As a bridge between private charity and our expectations of the public purse, these organizations are an increasingly important factor in the quality of life for many who live in Ventura County. Grants are allocated from a variety of donor funds, undesignated funds, and partnering foundations, and are based on criteria established by donors and volunteer grants committees. The Community Foundation shares its expertise in grantmaking with other foundations as well, providing structural and administrative assistance and strategic planning. Grantmaking professionals offer support to foundation directors and families, from identification of worthy projects and potential collaborations with other foundations providing similar support, to such services as coordinating grant requests, processing applications, making site visits, and evaluating the results of approved grants. n 2003, over $2.1 million in grants were made to organizations in Ventura County. In Moorpark, Mesa Verde Middle School received a $5,500 grant for their College Bound Project, which prepares low-income Latino students for college preparatory and advanced placement courses in high school, and for successful university studies. Caregivers, a Ventura group that assists the elderly, was awarded a $10,000 grant for a program utilizing student volunteers who provide the assistance necessary for frail elders to continue living in the comfort and security of their homes for as long as possible. opportunities for women. Women’s Economic Ventures received $10,000 for a self-employment training course open to low- to moderate-income women who are taught to start or expand a small business, while Ventura College Foundation was granted $3,000 to provide textbooks for low-income women returning to school. Many Mansions, a nonprofit housing provider in Thousand Oaks, received a $10,000 grant to support programs for single mothers at Stoll House, a transitional facility for homeless families. (See p. 29 for other grants made in 2003.) As Grants Committee member Francis Prince says, “The impact of programs funded by the Women’s Legacy Fund are positively felt every day.” I In 2003, the Women’s Legacy Fund granted $50,000 to programs supporting education, training, and economic 25 GRAN 2003 VCCF Annual Report 9/15/05 10:31 AM Page 26 Grantee Stories Ojai: Help of Ojai – Community Health Partnership Help of Ojai, Inc. received a $10,000 grant from the Community Health Partnership to fund their Safe Grief Environment (SAGE) Program, the first formal bereavement support program for youth of the Ojai Valley. Studies have shown that unresolved grief can lead to isolation, depression, and/or other problems with school performance. The goal of the SAGE program is to assist local students and families in dealing with the loss of loved ones. Oxnard: FOOD Share – Tillquist Family Fund FOOD Share, Inc., in Oxnard received a $3,000 grant from the Tillquist Family Charitable Fund, a Donor-Advised Fund at VCCF, to support their Feed Our Future Campaign. Feed Our Future will enable FOOD Share to meet the serious increased need for additional hunger services projected in Ventura County over the next five years, ensuring food for over 120,000 people in need annually. Camarillo: ORCA (Organization for the Respect & Care of Animals) – SUN Santa Paula: California Oil Museum – W.W. Orcutt Memorial Fund ORCA (Organization for the Respect & Care of Animals), Inc., based in Camarillo, received a $2,500 grant from the SUN (Special and Urgent Needs) Fund to assist with critical repairs to their marine mammal rescue boat. The 32’ “Malie” is the largest marine mammal and sea bird workboat along the entire California Coast, and is used extensively for the rescue and release of marine mammals. The California Oil Museum in Santa Paula received distributions from the W.W. Orcutt Memorial Fund, a designated fund at VCCF to support its ongoing programs and exhibits. From fossils to “fill ‘er up,” the California Oil Museum tells the story of the “black bonanza” that created wealth, work, and prosperity for generations of Californians. Westminister Free Clinic – Destino Simi Valley: Samaritan Center of Simi Valley – Community Response Fund Westminister Free Clinic in Oak Park received $5,000 for the HEALTH Matters Teen Healthcare Training Program, which provides low-income Latino youth with training in the healthcare field. They also earn an income working as interns at the clinic, performing outreach and in-clinic medical assistance. The Samaritan Center of Simi Valley received a $10,000 grant from the Community Response Fund for the provision of services to the homeless. Established in 1994, the Samaritan Center is the only daytime drop-in center for the homeless in the Simi Valley area, offering services six days per week, and 26 2003 VCCF Annual Report 9/15/05 10:31 AM Page 27 the assistance necessary for frail elders to remain living in the comfort and security of their own homes for as long as possible. Since the grant was awarded, 36 trained student volunteers have made more than 70 visits to 60 frail, homebound elders. also provides a winter overnight shelter program. Since opening its doors, the Samaritan Center has had over 52,000 client visits. Thousand Oaks: Many Mansions – Women’s Legacy Fund Many Mansions, a non-profit housing provider in Thousand Oaks, received a $10,000 grant from the Women’s Legacy Fund to support programs for single mothers at Stoll House. Stoll House is a transitional housing facility for homeless families that provides on-site services including job development, case management, and free child care to help families break the cycle of poverty. Westlake Village: The Wellness Community – Bang Fund Westlake Village’s Wellness Community received a $1,000 grant from the Mary Ann & William Bang Fund, a Donor-Advised endowment, for operational support. The Wellness Community helps people with cancer enhance their health and well-being by providing free professional programs of emotional support, education and hope. Through participation in support groups, educational workshops and mind/body programs, people affected by cancer learn coping skills that enable them to regain control, reduce isolation and restore hope, regardless of the stage of the disease. Ventura: Caregivers – Community Response Fund CAREGIVERS Volunteers Assisting the Elderly received a $10,000 grant from the Community Response Fund to support the Building Bridges Intergenerational Program. The program utilizes student volunteers in Ventura to provide TS 27 2003 VCCF Annual Report 9/15/05 10:31 AM Page 28 Guide for Grantseekers The Ventura County Community Foundation provides a number of funding opportunities for nonprofit organizations working to solve critical challenges throughout Ventura County. Grants are allocated from a variety of Donor Funds, undesignated funds and partnering foundations. Funding is based on criteria established by donors and Community Foundation volunteer grants committees. Grant Programs include: ■ The Community Response Fund – Strength: A fund that invests in improving the quality of life in Ventura County. ■ Destino: The Hispanic Legacy Fund – Position: Serving the special needs of Ventura County’s Latino Community. ■ The Heritage Fund – Preservation: Recognizing programs dedicated to preserving Ventura County’s unique history. Please note that the Heritage Fund grant cycle has been postponed until 2005 while building its corpus. ■ The Martin V. & Martha K. Smith Foundation* – Sponsor: A support organization of the Community Foundation, the Smith Foundation funds emergency services and is dedicated to assisting people without resources. This foundation also supports educational and cultural endeavors, with a preference given to the Oxnard area. ■ The SUN (Special & Urgent Needs) Fund – Strategic: Responsive to unexpected needs or special funding opportunities where a small investment will have significant impact. ■ Swift Memorial Health Care Foundation* – Advocate: Encourages the delivery of health care services to the residents of Ventura County. ■ The Women’s Legacy Fund – Focus: Providing a wide range of opportunities for women and girls in the county, including economic, educational, physical, emotional, social, artistic, and personal growth. All requests for proposals (RFPs) are publicly announced with deadlines for applicant submissions. Focus areas for proposals being sought will be specifically described. For more information on specific grant cycles, application procedures or to download an application, please visit our website at www.vccf.org/fundingcycles. *Partnering Foundations Foundation and Grant Administration Services VCCF can provide expertise, structure and staffing for other foundations. Independent and family foundations may choose to create a donor advised fund at VCCF, become a supporting organization for enhanced tax advantages or choose to contract for services. In each case, the Community Foundation can provide the services your foundation needs to support your charitable activities including: Enhance opportunities for strategic grantmaking. VCCF can help identify worthy projects within the scope and focus of your foundation and/or coordinate with other foundations that are providing similar support. Work with you to develop your foundation’s mission statement and written guidelines to define and outline the scope, focus and criteria for grants. Removing the burden of responding to grant requests and processing applications. The Community Foundation can handle all inquiries; assess grant requests; coordinate or conduct site visits; evaluate the results of approved grants; provide periodic reports to your directors; and keep all records of prior grant history and results. Contact Hugh Ralston, VCCF President, for more information on Foundation and Grantmaking Services at (805) 988-0196, ext. 16 or [email protected] 28 2003 VCCF Annual Report 9/15/05 10:31 AM Page 29 Grants Made in 2003 The following agencies received grants from VCCF in 2003: Adolfo Camarillo High School AG Innovations Network Agricultural Education Foundation AIM Council, Inc. Alzheimers Association American Cancer Society American Red Cross of Ventura County Arc – Ventura County Archdiocese of Los Angeles Assistance League of Ventura County Aviation Museum of Santa Paula Big Brothers & Big Sisters of Ventura County Blanchard Community Library Boy Scouts of America, Ventura County Boys & Girls Club of Camarillo Boys & Girls Club of Greater Oxnard & Port Hueneme Boys & Girls Club of Santa Clara Valley Boys & Girls Club of Simi Valley Boys & Girls Club of Ventura Briggs Educational Foundation The C.R.E.W. Cabrillo Economic Development California Coastal Horse Rescue California Foundation for Agriculture in the Classroom California Lutheran University California Oil Museum California Strawberry Growers Camarillo Hospice Campfire U.S.A. Ventura County Council CAREGIVERS Carnegie Art Museum Casa Pacifica Catholic Charities Channel Islands Ballet Company City Impact City of San Buenaventura City of Thousand Oaks Coalition to End Family Violence Conejo Open Space Foundation Conejo Recreation & Park District Conejo Valley Senior Concerns Conejo Valley Unified School District County of Ventura Library Services Agency Crespi Carmelite High School Criminal Justice Legal Foundation Cal Poly Pomona Foundation CSUCI Foundation De Colores Art Group Dive Thousand Oaks Easter Seals, Tri-Counties Economic Development Corporation of Oxnard El Centrito de La Colonia El Concilio del Condado de Ventura Elite Theatre Company First United Methodist Church Focus on the Masters FOOD Share, Inc. Friends of the Library – Ventura Friends Seminary Future Leaders of America Girl Scouts of Tres Condados Gull Wings Children’s Museum Healing the Children Help of Ojai, Inc. Hillside Middle School Hollywood Education & Literacy Project Hueneme School District Humane Society of Ventura County Interface Children Family Services Khepera Recovery House Kids With Diabetes Kids’ Arts/Westside Cultural Center La Reina High School Laidlaw Education Services Landon Pediatric Foundation League of United Latin American Citizens Many Mansions Midtown Ventura Community Council Moorpark Unified School District New West Symphony Association Ojai Festivals, Ltd. Ojai Valley Family Shelter Ojai Valley Library, Friends & Foundation Ojai Valley Museum Ojai Valley School Ojai Valley Youth Foundation ORCA (Organization for the Respect and Care of Animals) Our Lady of Guadalupe Parish Pacific Legal Foundation Pepperdine University Performances to Grow On Planned Parenthood Project Understanding R.A.I.N. Communities, Inc. Ride On Therapeutic Horsemanship Rio Mesa High School Athletics Booster Club Rio Mesa High School Rotary Club of Ojai Educational Foundation Rotary Club Foundation of Westlake Village Rotary Club of Santa Paula Rubicon Theatre Company Salvation Army Samaritan Center of Simi Valley San Buenaventura Mission Santa Barbara-Ventura County Dental Santa Paula American Youth Soccer Organization Santa Paula Elementary School District Santa Paula Historical Society Santa Paula Little League 29 Santa Paula Memorial Hospital Foundation Santa Paula Summer Recreation Program Santa Paula Theatre Center Santa Paula Union High School District Senior Nutrition Action Council Services United, Inc. Sinaloa Middle School Smith College St. Joseph’s Health & Retirement Center St. Maximilian Kolbe Catholic Church St. Paschal’s Babylon Church STUMPS Tri-Counties Labor Foundation Tri-Counties Regional Center Turning Point Foundation United Way of Ventura County University of Chicago Valley View Middle School Ventura Chamber Music Festival Association Ventura College Foundation Ventura College of Law Ventura County Bar Association Ventura County Council of 4-H Clubs Ventura County Junior Golf Association Ventura County Leadership Academy Ventura County Maritime Museum Ventura County Master Corale & Opera Association Ventura County Medical Resource Foundation Ventura County Museum of History & Art Ventura County Rainbow Alliance Ventura County Special Olympics Ventura Education Partnership The Wellness Community, Inc. Westminster Free Clinic Women’s Economic Ventures SCHOLA 2003 VCCF Annual Report 9/15/05 10:32 AM Page 30 We invest in the next generation by helping provide resources for deserving youth to go to college, strengthening the capacity of our students to gain the skills they need to build productive lives, good jobs and a more secure future. SCHOLARSHIPS 30 ARSHIPS 2003 VCCF Annual Report 9/15/05 10:32 AM Page 31 he power of scholarships harnesses the power of education to the next generation, completing the circle of engagement. Investing in an education, a hallmark of the American Dream for generations, has been long regarded as the vehicle for social mobility and economic advancement. It still is, from disadvantaged youth struggling to get on the economic ladder, to young people who are spreading their wings into the world beyond Ventura County, or to the increasing legions of mid-career professionals returning to school for further education and skills to succeed in an ever-competitive economy. T Providing educational opportunities for students of all ages strengthens the entire community, and creates the most fundamental and long-lasting investment that we can make. The Community Foundation links donors with financial resources to students with the potential for promise and achievement. The key that unlocks the future, a scholarship can have an impact that echoes for generations. The Scholarship Fund for Ventura County supports students from all walks of life. Many have outstanding grades, some will be the first in their families to attend college, but they all share a common goal: to leave their mark on the world. n 2003, nearly $160,000 in scholarships was awarded, allowing 114 deserving high school seniors the opportunity to attend college. However, when you consider the fact that there were 900 eligible applicants for those scholarships, it becomes apparent that we need to do much more. For a number of years, the Community Foundation has pooled unrestricted scholarship dollars to supplement the generosity of Scholarship Fund donors. This year, those unrestricted funds were augmented by a $25,000 challenge grant from Haas Automation. With this kind of community support, the Scholarship Fund can grow and become endowed, ensuring a scholarship at every high school in Ventura County in perpetuity. I “Your organization was extremely generous in granting a scholarship award to Ari who was, at that time, a senior at Moorpark High School. Your trust in his potential assisted him in reaching this milestone… he will be graduating from Harvard in June… having completed his honor thesis. I send you this update (needless to say as a proud mother) to let you know that the monies you provided helped Ari pursue these opportunities.” – Tobey Shaw, Mother of Ari Shaw, a 2000 scholarship recipient of the William A. Fairburn Jr. and Cynthia D. Fairburn Memorial Scholarship 31 2003 VCCF Annual Report 9/15/05 10:32 AM Page 32 SCHOLAR Scholarship Opportunities The Community Foundation’s scholarship program creates educational opportunities for students of all ages. By educating individuals, the entire community is strengthened. The Community Foundation links donors with financial resources to students with potential for future achievement. A scholarship is more than a financial award – it is the key that unlocks the future for our youth by building their confidence. Many recipients write that they deeply appreciate the faith this shows in their abilities. For many students, it confirms their potential and is an important building block toward success. Endowed Scholarship Funds MacKenzie Family Scholarship Fund William P. Reiman Memorial Scholarship Fund Berenice Barnard Music Specialist Scholarship Fund Alfonso and Dora Romero Scholarship Fund Berenice Barnard Music Education Scholarship Fund Sage Scholarship Fund James C. Basile Scholarship Fund SAME, Oxnard-Ventura Post Scholarship Fund Bobbie Steindler Beatty Academic Opportunity Fund in Honor of Howie and Ann Steindler Saticoy Lemon Association Employee Scholarship Fund Herbert A. Berlin Memorial Scholarship Fund Charles J. & Kay Schuler Scholarship Fund Bob Burns Memorial Scholarship Fund Sepulveda & Garcia Latino Town Hall Scholarship Fund Calavo Scholarship Endowment Fund Salik Omar Shah Scholarship Fund Gary W. Chism Memorial Scholarship Fund Eleanor Tillquist Scholarship Fund Bethany Anne Cody Scholarship Fund Laura Duval Toomey Saticoy Poinsettia Club Scholarship Fund Stanley E. Cohen Memorial Education Endowment Fund Milton McKevett Teague Scholarship Fund Delta Kappa Gamma Recruitment Grant Fund Ventura County Agricultural Scholarship Fund William A. Fairburn, Jr. and Cynthia D. Fairburn Memorial Scholarship Fund Katherine M. Wakelee Scholarship Fund Finch Family Scholarship Fund Jean Weber Memorial Scholarship Fund Dennis S. Ford Memorial Scholarship Fund Kent Weigel Math Scholarship Endowment Fund Charles K. Gose Scholarship Fund Iris and Roger (Spike) Wilkins Scholarship Fund Roy A. Gustafson Memorial Scholarship Fund Edna Wirt Woods and Ruth Nagle Scholarship Fund Oscar and Aileen Horn Scholarship Fund Helen Mathilda Yunker Music Scholarship Fund Vicky Howard Community Service Award Fund Parker M. and Virginia Y. Howell Scholarship Fund Scholarship Pass-Through Funds Joyce M. Kennedy, Ph.D. Scholarship Fund Association of Water Agencies of Ventura County Scholarship Fund Paul W. Lawrason, Jr. Scholarship Endowment Fund Wayne Bruton Memorial Scholarship Fund Paul Lehmann Memorial Fund Amy Durst McAvoy Soroptimists International of Camarillo Memorial Scholarship Fund Jerry E. Lorenz Scholarship Fund Ventura County Community Foundation Scholarship Fund Arleigh McConnell Memorial Scholarship Fund 32 2003 VCCF Annual Report 9/15/05 10:32 AM Page 33 Scholarships Awarded in 2003 Adam A. Abed Joshua Adams DeYanna M. Alaniz Perla Aldana Allison B. Anderson Emily Ashby Katherine Barnett Ashwin Batra William Beaumont Meghan Bell Maureen Blair Christopher Boucher Quinn Bouma Kelsi Boyle Jenna Branson Erik Brockhoff Dannica Burson Charles Carriere Erika Centeno Claudia G. Cerda Miracle Cerrasco Ashley Chabot Richard Christensen Diane de los Reyes Alexis Rae C. Del Castillo Yina Dong Valerie Duarte Ashley Dunn Andrea Epling Daniela Flores Rachel Freeman Reyna Jezmin Fuentes Tristan Gagnon-Bartsch Amelia Garcken Julie Gough Arianna Hall-Reinhard Lindsay Hebert Michele Henrey Miguel Herrera Jaime Hurtado Abeer Jabaiah Charmaine Jacobe Jeff Johnson Meredith Jones Nathaniel Jones Doreen Juarez Danit Kaya Rola Khedraki Susannah Kopecky Dominick Lang Amanda Leblanc Jesus Leos Norma Lopez Oswaldo G. Lopez Anthony R. Lorenzana Jenny Lower Rolando Lujan Andrew Ly Emma Magana Nelly C. Magana Jennifer Martin Annie Martinez Camille Mathewson Kelly McCormick Nora Medina Maria G. Mendoza Carolina V. Montes Mathew R. Morgan Mr. Jack Morici Nasim Naderi Katalina Navarro Andrew Nelson Nicole M. O’Dell Patricia Y. Ochoa Nicole Olmsted Anna Olsen Maricela Orozco Elvia Pacheco Rica Parras Anup Patel Kunal Patel Adam R. Perez Stephanie Porter Michelle Prado SHIPS 33 Jessica Ralphs Elizabeth Ramirez Jose Robles Kitssia A. Rodriguez Cynthia Rule Michael Sanders Joshua Sears Ronald Seese Mayela Segura Kristen Senson William Shively Robin Siegrist Lindsay Smith Joshua L. Solis Kari Stenshol Alvessa C. Sullivan Meredith C. Tappan Matthew Tibbitts Igor A. Tregub Kyle Uebelhardt Arianna Vargas Rogelio Vargas Jessica Vasquez Sergio Vega Chalmers E. Wang Joseph Werner Brittany N. Wilbur Valerie Wilson Anne S. Wu Justin Wybenga Nahid Yakuby Zhou Zhang Phillip D. Zubiate 2003 VCCF Annual Report 9/15/05 10:32 AM Page 34 2003 Gifts Received Listed associate member gifts and gifts of $100 or more received from October 1, 2002 to September 30, 2003 For VCCF’s Efforts to Build for the Future The California Endowment Crescendo Interactive, Inc. First Mortgage Income Trust Independent Colleges of Southern California The James Irvine Foundation Limoneira Foundation The Los Angeles Times M.V. & M.K. Smith Foundation Santa Barbara Bank & Trust Swift Memorial Health Care Foundation Mr. & Mrs. Ron Tegland US Bank Verizon Foundation Wells Fargo Bank Wells Fargo Foundation The Following in Honor of Kate McLean: Mrs. Helen Caldwell Molly & Ronan Corbett Mike A. DeLorenzo Ms. Pamela A. Garvin Mr. Carl F. Huntsinger Mr. & Mrs. William Kearney Mr. & Mrs. Mike Merewether Oaks Christian High School Procter & Gamble The Stacy A. & Kerry P. Roscoe Charitable Fund Charles & Arde Schultz Midge & Dave Stork Mr. & Mrs. Bruce Strathearn Hon. Nao Takasugi Urban Strategies Ms. Esther Wachtell Joanie R. Young Associate Members Dr. & Mrs. Moustapha Abou-Samra AIM Relocation Group Dr. & Mrs. Michael Arndt Gary & Mary Arnold The Mary Ann & William Bang Family Fund Mr. & Mrs. Paul Baskin In Honor of Lauren & Julianna Rote Mrs. Robert P. Banner In Memory of Bob Banner David & Jeanette Bauer Ms. Bobbie Steindler Beatty Bob & Suzy Beaty Mr.& Mrs. Stan Benson Baxter BioScience Hon. & Mrs. Edwin Beach In Honor of Dorcas Thille & William McFarlane Mr. & Mrs. Stan Benson Hon. & Mrs. Jerome Berenson Mr. & Mrs. Bernard D. Bernacchi BioResources Consulting Jim Birkenshaw Carolyn S. Bishop Mrs. Elizabeth Blanchard Bart & Michelle Bleuel Mr. Arthur Bliss Bone Cancer International, Inc. Mr. Howard Boroughs Joseph & Kristine Bowman Mr. Stephen R. Brogden & Melinda L. Raine Ms. Christiana George Bryson Building Better Lives Occupational Medical Center Mr. Robert Cabral & Mrs. Celina Zacarias Allen & Marilyn Camp Mr. & Mrs. Thomas R. Carr Congresswoman Lois Capps Carignan Construction Company Chase Brothers Dairy Mr. & Mrs. Robert Chianese Ardith Chism Jeff Conway & Associates Crescendo Interactive, Inc. Mr. & Mrs. Roy L. Cobb Conejo Valley Historical Society Dr. Maxine Crossley Gene & Delores Daffern Wayne & Barbara Davey James “Mike” Davis Mr. Robert L. Detterman Mr. Kenneth E. Devore Mr. & Mrs. David J. Donlon Dr. & Mrs. Rob Drezner Mr. Denis A. Dupuis Dr. & Mrs. Ritch K. Eich In Honor of Kate McLean & Hugh J. Ralston Mr. & Mrs. Robert B. England Mr. Benjamin Engle Mr. Paul L. Engle In Memory of Rosella Engle David & Susan Ettinger Mrs. Betty Lou Evans In Memory of Lou Crinklaw Wright Glen & Gary Farr Warren & Ardelle Faue Mr. Dick Fausset Dick & Kay Felton Ms. Ina F. Frank David & Carol Freeman Barbara Fulkerson Mr. & Mrs. Spencer Garrett Ms. Pamela A. Garvin Linda & Michael Gold Don & Sandy Greenberg Halsted Communications, Inc. Jim & Mary Harrison Jim Harris Hertel Family Charitable Fund Mrs. Jymmye Hitch-Banhart In Memory of David Hitch Ms. Kathleen Hobson Cecil & Pat Hoffman Mr. Howard W. Hoover Law Offices of Kenneth J. Hovet Earl & Marcine Jardine Mr. Willoughby C. Johnson Mr. Tim Jones Ms. Ann Derby Joy Ms. Mary Kaiser Helen Karlsberg Mr. Robert Katch Ms. Hazel Kay In Honor of Heinz T. Kay Ms. Joan Kemper Dr. Joyce M. Kennedy Mr. & Mrs. Jordan Laby Mr. & Mrs. Henry L. Lacayo Mr. & Mrs. Richard Lagomarsino In Memory of E.J. & Marjorie Lagomarsino Robert & Norma Lagomarsino Ms. Florence LaManno Sunny & Robert Landegger In Memory of Jean Whitefoot Ms. Eve Liebman Mr. & Mrs. Clint Lininger Ms. Joanne Lipari In Memory of Joseph & Eva Frances Lipari Lisagor Family Fund Hon. & Mrs. David W. Long Mr. & Mrs. Rockwood L. Ludes Karsten & Kirsten Lundring Mr. John MacIntyre Barbara Macri-Ortiz Mr. & Mrs. Steven Magidson In Honor of Barbara Meister Ms. Patricia L. Maki Ms. Susan Malchicoff Ed & Jackie Marks Ms. Grace Martinez Mayerson Marketing & Public Relations, Inc. Tim & Anne McCallion The McCune Foundation Mr. Tim McGrath Kate McLean Ms. Patricia B. Meredith Jerry & Margaret Miller Mr. A.A. Milligan Mike & Jeanne Milligan Ms. Terry Moerler & Mr. Ray McCarthy Mr. & Mrs. F.T. Muegenburg, Jr. Mr. Frank Naumann Barry Neilsen Norman Rosenblum Robert & Mary Schroeder In Memory of Walter & E. Jo Neilsen Ms. Ruth Newhall Peter V. & Mary S. Newman Nordskog Publishing Ojai Oil Company Paulson Family Charitable Trust Fund Ms. Sandra L. Peasley Mr. & Mrs. Fred J. Phipps PIMCO Funds Distributors Planned Estate Services Mr. & Mrs. Robert P. Poteet Mr. Robert Power Dr. Erin Quinn Mr. David Ralphe Shirley Randall Dennis & Rocie Ray-Bordelon Stacy A. & Kerry P. Roscoe Charitable Fund Ms. Beverly Rose Mr. Ronald Rose & Barbara Raber Murray Rosenbluth In Memory of Adele Rosenbluth 34 Scott & Judy Samsky Alison & Rob Sawyer In Memory of Bruce Wallace Robert & Mary Schroeder Mrs. Mary Leavens Schwabauer Mr. & Mrs. William R. Seaver Senior Concerns, Conejo Valley Jon Sharkey & Beverly Kelly Ona Shiroyama, O.D. Michael & Melissa Silver Ms. Barbara Silverbert In Memory of Edward Silverberg Dr. Steven J. Soule Mr. & Mrs. Gary Stenshol Mr. & Mrs. Bruce Strathearn Summit Communications Mrs. William E. Sweeney In Memory of Admiral William Sweeney Mr. Alan Teague Tefferteller-Naumann Properties In Memory of Bob Formanek Mr. & Mrs. Ron Tegland John & Caroline Thacher Mr. Bruce J. Thomas, Jr. Mr. & Mrs. Eugene Thrift Tillquist Family Charitable Fund Jane M. Tolmach Jack & Marian Totheroh Mr. Greg Totten Troop Real Estate, Inc. Trophies, Etc. Urban Strategies Ventura County Agriculture Association VFW Post #11395 Mr. & Mrs. Richard F. Vincent Dan & Joannie Wakelee Mr. & Mrs. Earl Wakelee Bonnie M. Warrington Mr. & Mrs. Jack Weber Mr. & Mrs. Jeff Weber Ms. Margaret Hinke Woods Mr. & Mrs. Stephen Woodworth In Honor of August Alexander Walters Whitten & Sally Yount Zeke & Irma Zahid The Following in Honor of Kate McLean: Mrs. Milton Greenblatt Mr. Joseph Henderson Barbara & Norman Lueck Mr. Bruce Johnston For the Arts & Culture Endowment Fund for Ventura County Ms. Shelba Cole Robison Margaret Travers In Honor of Kate McLean Ventura County Arts Council For the James & Alfreda Alger Endowment Fund Poinsettia Stock Farm 2003 VCCF Annual Report 9/15/05 10:32 AM For the Balcerzak-Jordan Community Education Endowment Ms. Kay Faulconer Boger For the Bobbie Steindler Beatty Academic Opportunity Fund in Honor of Howie & Ann Steindler Ms. Phyllis Baer Loren Bloch & Ping Ho Diane M. Grisez SBC Employee Giving Campaign For the Boys & Girls Club of Camarillo Endowment Fund Boys & Girls Club of Camarillo The McCrea Family In Memory of Joel McCrea For the Jamie Burton Memorial Fund Mr. & Mrs. John C. LaRock For the California Oil Museum Endowment Fund Zella & Heiman Ibanez Ms. Donna Nowland In Memory of H.H. Rushing Mr. Jason Rushing Ms. Jennifer Rushing For the Caregivers Endowment Fund Ms. Donna Logan In Honor of Keith York & the Caregivers Program Mr. Henry J. Walsh For the Elsie J. Carr Memorial Fund Tom & Barbara Cranfill For the Casa Pacifica Endowment Fund Page 35 Norman, Dowler, Sawyer et al. In Memory of Charles Morris “Morrie” Caldwell For the Stanley E. Cohen Memorial Education Endowment For the Bethany Ann Cody Scholarship Fund Mrs. Stan Cohen In Honor of Therese, Steven & Randall Cohen Robert & Mary Schroeder In Memory of Stanley Cohen Mr. J. Patrick Newton In Memory of Keith Barnard, Geneva E. Ensign, John Fowles, Terry Mae Huber, Robert Jones, William McCarthy, Ruth Newman, Carl Olson, Dr. William G. Sparks and Glen Stubblefield For the Conejo Recreation & Park District Fund Mr. Sean R. Bates Blake Schwermer Showerpans Ms. Erin M. Brennan Mr. Christopher Burrows Robin T. Chavez Mr. Chris Cole Mr. John Cooper Mr. Benjamin B. Corralejo, Jr. David Weeks Construction Mr. Brian Donnelly Mr. Martin Duran Mr. Christian E. Erickson Mr. Markus L. Ericson Mr. and Mrs. Jeff Flitt Mr. Steve Folkes Mr. Jon Forgey Skeels & Fox H & R Roofing Supply Mr. Wayne P. Hart Hermitage Mobile Home Sales, Inc. Honeycutt Tear Off Jim Sims Nationwide Flatbed Service Jolly Jumps, Inc. Mr. Charles S. Judd K-Lath Mr. Paul A. Keaser Mr. Ron Keifer M. A. C. Pacific Mark Keaser Masonry Mr. Danny McCarthy McPherson Plastering, Inc. Newton Construction, Inc. Mr. Mike Newton Mr. Vincent D. O'Neil Oryan, Llc Pacific Award Metals, Inc. Mr. Eric Papegaay Mr. Jeff Pennington Mr. Craig Pisors Mr. Daniel M. Poling Redland Clay Tile J. R. Roper Saticoy Auto Body & Paint Mr. Wayne Sill Ms. Sandra J. Stout Mr. Gordon R. Swainston Tamko Roofing Products Mr. Rod Thigpin Mr. Ronald D. Troxell Vanguard Construction Mr. Damon Webb Mr. Gary L. Zimmerman PTS Furniture, Inc. Rasmussen Foundation TDK Mediactive For the Community Response Fund Mr. & Mrs. John MacIntyre For the Cornerstone Administrative Endowment Fund Mr. & Mrs. James D. Loebl For the Delaney Kate Honorary Heart Fund The Following in Honor of Delaney Small: Acheyson-Smith Mr. Darold Allen Barnett Rarities Corporation Camilla Dietz Bergeron, Ltd. Ms. Mary E. Brown Chicago Watch Center, Inc. Frank Goodman & Son, Inc. Mr. & Mrs. Grant LaLonde Robert Maron, Inc. Estate Jewelry by Claude Morady, Inc. Wanna Buy A Watch?, Inc. Westside Loan Office Mr. & Mrs. Louis Wiener For Destino 2000: The Hispanic Legacy Fund Mrs. Romey Acebo Anheuser-Busch Companies, Inc. Bank of America Foundation Mr. Robert Cabral & Mrs. Celina Zacarias Mr. & Mrs. Gary Cabriales Jean & Michael Case Hon. Lois G. Capps Hon. & Mrs. Manuel Covarrubias Mr. & Mrs. Gil Cuevas Miguel & Cecilia Cuevas In Honor of Christina & Angelica Cuevas Tony & Celia Diaz Mr. Jack M. Dickenson III Friends Ranches Ms. Geraldine W. Furr In Honor of Roy L. Furr Mr. William Gallaher Ginger Gherardi Hon. & Mrs. Arthur Gilbert Golden Gate Self Storage Mr. & Mrs. Rudolph A. Gonzales Mr. & Mrs. Art Halenbeck Rosa Lee Measures & Albert Harris Dr. Arthur Hernandez Mr. & Mrs. Art Hernandez Priscilla & Andres Herrera Dr. & Mrs. Robert Improta Ann Derby Joy Charitable Fund Los Angeles Times Barbara Macri-Ortiz Maron Computer Services McGrath Family Farm In Honor of William McGrath For the Community Profile of Health & Human Services County of Ventura The Following for Bethany Ann Cody Memorial Golf Tournament: Alpine Building Materials, LLC Mr. Walter W. Andrews Mr. Al Barragan 35 Kate McLean In Honor of Hugh J. Ralston Rosa Lee Measures & Albert Harris Anthony & Diane Perez Carmen Ramirez Mr. and Mrs. Gilbert Ramirez Rancho Abuelos Mr. Murray J. Rosenbluth In Memory of Adele G. Rosenbluth Ms. Laurie Rozet Ms. Evelyn Vaca Sams Santa Paula Chamber of Commerce Southern California District Council of Labor Mr. & Mrs. Bruce Strathearn Mr. and Mrs. Gilbert Thacher Steve Thomas BMW, Inc. Ms. Barbara Thorpe & Mr. Ted Cartee Times Mirror Foundation Tri-Counties Labor Foundation Ms. Connie R. Tushla UAW- International Union Antonio & Celia Valdez In Memory of Jose “Chema” Valdez Ms. Jovita Valdez In memory of Jose M. Valdez Ms. Ofelia C. Valdez Mr. & Mrs. Danny Villanueva Mr. Robert Q. Valles In Memory of Bacilia V. Valles Wharton Foundation Whitten & Sally Yount John & Mary Ellen Zaragoza The Following in Honor of Kate McLean: Mr. and Mrs. Brokaw Gail & Jerry Brown Cabrillo Economic Development Corp. City Impact Mario J. de los Cobos Mr. & Mrs. Anthony P. Fowkes Ms. Eunice M. Koch Leonard & Lupe Ortiz Mr. Michael L. Silacci Verizon For the Margaret Duval Memorial Fund The Following in Memory of Margaret Duval: Benton, Orr, Duval & Buckingham Howard & Howard Mrs. Richard Pidduck Somis Pacific Ag Management, Inc. Dr. & Mrs. Daniel M. Tolmach Mrs. Alice Underwood For the Joseph T. Faria Memorial Fund Melinda Pennoyer Chouinard In Memory of Joseph Faria For the Flight 261 Memorial Endowment Fund Mr. & Mrs. James F. Busche In Memory of Ryan & Abby Busche Mr. & Mrs. Mark W. Hall In Memory of Meghann Hall 2003 VCCF Annual Report 9/15/05 10:32 AM Melanie & Ike Haller In Memory of Donald E. Shaw Ms. Betty H. Knudson In Memory of William Knudson Mr. & Mrs. William T. Margiotta, Jr. Ms. Janet Kay Penna Crane & Pete Penna On Behalf of Father Steve Sallis Carolyn Miles Spencer Foundation Mr. & Mrs. Alexander Stasinos In Memory of Harry Stasinos Mr. & Mrs. William J. Wilkie In Memory of Steve Wilkie For the Fillmore Education Fund Jane Kampbell For the FOOD Share Endowment Fund Ivy Borgstrom Estate Hugo H. Smith Trust For the Dennis S. Ford Memorial Scholarship Fund Mr. James C. Linse Mr. Michael Yogi & Ms. Judith Kitano In Memory of Dennis Ford For the Garrett Family Charitable Trust Fund Mrs. Betty Garrett The following in Memory of Betty Garrett: Ms. Denise A. Bean-White Blye & Lundberg Accountancy Corporation Mr. & Mrs. Don L. Carlton Malinda Pennoyer Chouinard Mr. & Mrs. Richard Daskais The Employees of DNC, Ltd. Mr. & Mrs. Spencer Garrett Mr. & Mrs. Ronald L. Hertel Ms. Edith B. LeFevre Mr. A.A. Milligan Mrs. Ben Nordman Nordman, Cormany, Hair & Compton Mr. & Mrs. Richard C. Towne Mrs. Ilse Weile For the Delaney Gonzalez Foundation Mr. & Mrs. Robert M. Tessier In Memory of Delaney Gonzalez For the Marquita Shiells Griswold Fund Mrs. Janet G. Gordon In Honor of Marquita Griswold Ms. Ann T. Kidson Page 36 For the Betty M. Harris Endowment Fund for the Hearing Impaired For the Hank & Leah Lacayo Destino 2000 Fund Ms. Yvonne Gallegos Bodle In Memory of Joyce Gallegos Supervisor & Mrs. John Flynn The Gas Company Mr. & Mrs. Hank L. Lacayo In Honor of Kate McLean Mr. & Mrs. Michael L. Silacci In Honor of Hank & Leah Lacayo Jovita Valdez & Les Everard In Honor of Hank Lacayo Southern California Edison Mr. George B. McNeely In Honor of Betty Harris For the HELP of Ojai Endowment Fund Carolyn Huntsinger Mr. & Mrs. Wesley Kent Carolyn Thacher Mr. Paul D. Turner In Memory of Robert B. Turner and Ollie Turner For the Limoneira Foundation For the Heritage Fund Alison & Rob Sawyer Ms. Gwyn D. Kaiser Pecht Ranch Taylor Ranch Partnership In Honor of Keith Barnard For the Loebl Family Fund Alison & Rob Sawyer For the Arleigh McConnell Memorial Scholarship Fund The Following in Support of the Sheriff’s History Project: Mr. & Mrs. James E. Clark, II Mr. & Mrs. Ralph Mahan Joanne S. Cornelius For the Dominick & Bridget McGrath Fund The Following in Honor of Kate McLean: Arnold, Bleuel, LaRochelle, Mathews & Zirbel Chase Brothers Dairy Mr. & Mrs. Ralph Mahan Ms. Dorcas McFarlane Mr. & Mrs. John Menne, Jr. Kitty McGrath & Craig Windstead In Memory of Marian McGrath Graham Ms. Mary Patricia McGrath In Memory of Marry Ellen McGrath For the Harvey Shenkin Hope Foundation For the John V. & Ruth T. Newman Cornerstone Fund Mr. & Mrs. Herman Orenstein Mr. & Mrs. James D. Loebl In Memory of Ruth Newman The Following in Honor of Brenna & Jason’s Marriage: Mr. Craig Armin Ms. Diane Armstrong The Berman Family Mr. & Mrs. Allen Brody The Frielich Family Mr. & Mrs. Brett Kaiser Mr. & Mrs. Melvin Kaiser Ms. Judy Larson Ms. Amy T. Marshall Ms. Michelle McCarthy & Mr. Andrew Leary Ms. Mariska Mekking & Mr. Matt Howell Mr. & Mrs. Bruce S. Mendleson Mr. & Mrs. Steven B. Orenstein Ms. Diane B. Post Mr. Manny R. Rohatiner Mr. & Mrs. Herbert Selig Mr. & Mrs. Herb Shukiar Mr. & Mrs. Barry Smith Bradley & Jennifer Stone Mr. & Mrs. Jerry Stone Mr. Herbert E. Wallace For the Ruth T. & John V. Newman Endowment Fund The Following in Memory of Ruth Newman: Mr. & Mrs. John S. Broome, Sr. Mr. & Mrs. John M. Dickenson III Mr. Fred C. Ferro Ms. Dorothy King Leavens Ranches Mr. & Mrs. Clarence Lee Mr. Robert E. & Mrs. Airdrie P. Martin Dr. Richard A. Mays Laura K. McAvoy & Sol Chooljian Mr. & Mrs. Thomas H. Neel Ms. Nancy Newman Mrs. Ben Nordman The Susaki Family For the Nico Challenge Apex Media, Inc. Christopher Bandy Insurance Mr. William A. Catanese Mr. & Mrs. Steve J. Egertson Mr. & Mrs. Dennis S. Hartunian Karig McCloskey New Century Mortgage Corporation The Nico Challenge II Walkathon For the INTERFACE: Children Family Services Endowment Fund Mr. & Mrs. James D. Loebl 36 R.G.S. Enterprises, Water Division Satellite City Mr. & Mrs. Preston L. Simpson Zender’s, Inc. The Following in Memory of Eileen Schmelter: The Rumer Family Mr. & Mrs. Joseph Schmelter For the Ojai Festivals Endowment Fund Margaret Krauss Trust For the Ryan O’Neil Memorial Fund The Following for the Ryan O'Neil Golf Classic: Accutech Data Supplies, Inc. Adolfo Camarillo High School Aerial Billboards, Inc. Ms. Jan Kristian Alandy Mr. Jose M. Alandy Mr. Michael Andonian, CPA Mr. Robert H. Armstrong Mr. Allyn E. Arnold Auto Finders Super Car Center Ms. Alice B. Avedisian Bank of America Mr. Keith E. Barton Dr. and Mrs. Normand L. Bessette Mr. and Mrs. Herbert Bostrom Mr. Jerrold T. Brandt Mr. and Mrs. Robert A. Brown Mr. and Mrs. Richard Brucker Mr. Wayne Bryan Mr. Clyde J. Buque Mr. Albert E. Burns, Jr. California Designers Choice Custom Cabinetry California Grill Mr. Larry Centeno Chas Nakama Ranch, Inc. City National Bank Mr. Andrew Contreras Ms. Ruth J. Costanzo Mr. Charles Croll Mr. and Mrs. Geoffrey V. Crosby Dayle E. Cummings Delivery Solutions Inc. Rev. Jarlath Dolan Eggs N Things Elizabeth J. Monroe Interior Design, Inc. Enrique's Upholstery Famcon Pipe & Supply, Inc. Mr. Richard Favor Mr. Isaiah E. Gagua Mr. and Mrs. Daniel P. Gallagher Mr. and Mrs. Martin Garcia Ms. Mary Beth Ginther Dr. and Mrs. D. R. Good Paul and Priscilla Gray Dr. Martin T. Greaney Greenline Data, Inc. Mr. James D. Higgins Ms. Jean Hill Mr. Jeff Howatt Mr. Kevin Hrabovsky Dr. and Mrs. Robert Improta Initials Included, Inc. International Golf Management Mr. Brad Jacobson Ms. Wilma R. Jensen 2003 VCCF Annual Report 9/15/05 10:32 AM Mr. and Mrs. James M. Jevens Mr. Christopher D. Joyce Ruth and Roy Joyce Mr. and Mrs. Otto Kanny Keenan Carpets Inc. Mr. and Mrs. Donald A. Krock Mr. Ron Lombardi Mr. Gerald J. Lukiewski Mr. Ronald V. McConville Martinez Painting & Wall Covering Mr. Roderick L. Mayo McCarty & Sons Towing Michael Adams Photography Dr. and Mrs. Steven Michel Mr. and Mrs. Michael S. Mills The Mitchell Company, Inc. Mr. and Mrs. Tracy H. Moats Moline Tile, Inc. Mr. and Mrs. Bernie G. Moraga Mr. and Mrs. Don O'Neil Mr. James P. O'Neil The O'Neil Family Lawrence M. O'Neil Mr. Kevin T. Patten Mr. and Mrs. Thomas P. Pecht Mr. and Mrs. C. Michael Pecsok Peterson Ranch Mushrooms ETC, Inc. Mr. and Mrs. Jon H. Peterson Mr. Brandt O. Pile Larry and Sandy Pile Pinnacle Construction Dr. Ralph J. Maiello Mr. Dick Richards Mr. & Mrs. Robert S. Waldo Mr. and Mrs. Brian D. Ross Mr. and Mrs. Lawrence I. Schwartz Seminis Vegetable Seeds, Inc. Mr. Johnathan Severn Mr. D. E. Slusser Mr. and Mrs. Alan Stearns Dr. and Mrs. Max M. Stearns Mr. and Mrs. Robert Stimming Strauss Foundation Mr. William E. Sweeney, CPA Mr. and Mrs. Greg Thomas Mr. Henning Thorsen Tile City of Camarillo, Inc. Tile Trends Mario and Tracy Travaglini Dr. Robert O. Valdez Ventura County Junior Golf Association Ventura Hydraulic & Machine Works Ventura Police Activities League, Inc. White Seed Company Ms. Mary E. Williams Mr. and Ms. Michael A. Willis Mr. and Mrs. John C. Woodward Zender's Inc. For the W.W. OrcuttMemorial Fund Rancho Abuelos Limited Partnership In Memory of William Warren Orcutt & Mary Logan Orcutt For the Oxnard Economic Development Education Fund Procter & Gamble Sunbelt Enterprises Page 37 For the R.A.I.N. Communities Fund CM Concrete, Inc. Computer Associates Ms. Joann D. Cunningham Pacific Coast Community Church & Rock Ministries Pacific Guarantee Mortgage Corporation Mr. & Mrs. Ken Patrick Ms. Nancy E. Steiger Mrs. Sue Tatangelo Mr. Dave O. White Mr. & Mrs. Roy Wilson, Jr. Dr. Richard M. Yamamoto For the Tina K. Reynolds Endowment Benefiting the Turning Point Foundation For the Simi Valley Library Endowment Fund The Following in Memory of Tina Reynolds: Mr. Craig N. Andrews Mr. Stephen G. Bradvica, CPA Ms. Marcia Buck Dr. Stephen D. Covington Ms. Betty Dahlquist Mr. John N. Dizon Mr. & Mrs. Richard Francis Investment Center Edward & Susan Lacey Lindsay & Company, CPA’s Lutheran Social Services of Southern California Mr. Dennis Mitchell Mr. Clyde B. Reynolds W.L. Rubottom Company, Inc. Mr. & Mrs. William R. Strnad Dr. Bonnita Wirth For the Ventura County Civic Alliance Cabrillo Economic Development Corp. Friends of the Santa Clara River James Irvine Foundation Rockwell Scientific Company For the Reiter Brothers, Inc. Foundation Reiter Brothers, Inc. Pacific Sod For the Resource Center for Nonprofit Management For the Sage Scholarship Fund McCune Foundation Sarah Miller McCune Harlold B. Nielsen Insurance Agency Ms. Tracey A. Ozmina Sage Publications, Inc. Mr. Blaise R. Simqu Faye Zucker Aera Energy LLC Affinity Bank Center for Nonprofit Management CSU Center for Excellence The Erickson Group Fairfield & Freeman Los Robles Regional Medical Center Manchester Financial, Inc. PIMCO Procter & Gamble Santa Barbara Bank & Trust Times-Mirror Foundation United Way of Ventura County Weingart Foundation Wells Fargo Foundation Wood-Claeyssens Foundation For the Sepulveda & Garcia Latino Town Hall Scholarship Fund Andy’s Place Mr. Edwardo R. Arellano Ayala’s Landscape Maintenance & Clean-Up Mr. L. Steven Brown Mr. and Mrs. Philip Casas Century 21-Buena Vista Cross Resources, Inc. Ms. Jennifer T. Dumas Mr. Jesus D. Echavarria Mr. & Mrs. Victor M. Espinosa Ms. Melinda Fernandez Mr. & Mrs. Frank Gaeta Mr. Albert J. Garibay Mr. & Mrs. D. Keith Gurrola Tom Jackson Construction Kimball Ranches Martin Roofing Co. Mendez Concrete, Inc. Norman, Dowler, Sawyer, Israel, Walker & Barton Jesse R. Ornelas and Christina Urias Mr. & Mrs. Richard Pettingill Mr. Larry Price Mr. James N. Procter, II Mr. & Mrs. Alfred J. Robles Mr. Jose L. Sanchez & Ms. Ofelia Guevara Ms. Catherine Sepulveda and Family Santa Clara Valley Council 3608, Knights of Columbus Ms. Judith Snellen-Jackson Mr. Donald A. Terry Ms. Viola B. Tovias Ms. Debra A. Trujillo Mr. Ralph K. Ungerman For the Resource Center for Nonprofit Management Endowment Fund Donna Logan In Honor of JoAnn Wedding Kate McLean In Honor of Paul Engle & In Honor of Sue Chadwich’s mother Mr. & Mrs. Scott Samsky Mr. J. Peter Wakeman The Following in Honor of Kate McLean: Mr. & Mrs. Joseph P. Brown, Sr. Sue Chadwich Ms. Suzanne Drace Mr. Robert J. Katch Lifetime Planning, Inc. Mrs. Gretchen Milligan Ms. Carol Nussbaum Charles Padilla Mrs. Pat Paulucci Andrea Pfister Smith-Hobson Foundation Hon. And Mrs. Allan Steele Ms. Nancy Stehle 37 The Following in Honor of Robert Bankard and in Memory of William Bankard: Telesis Community Credit Union Carl & Joan Wilkinson For the Jacob Sipos Honorary Heart Fund Ms. Ann W. Bellett & Ms. Carol Hanig In Honor of Jacob Sipos Mr. & Mrs. Shepard G. Goodman Marti R. Hedge Lee & Ronald Robinson Dr. & Mrs. Herbert C. Sillman Sipos Foundation, Inc. The Following in Honor of Delaney Small: Armad, Inc. Catherine Mancuso Boyack, Inc. Mr. & Mrs. Jerry Bresler Collectible Treasures, Inc. Mr. & Mrs. Bruce Cornelius Mr. & Mrs. Richard Cusolito Mr. & Mrs. Joseph M. Ebert Estate Jewelry by Claude Morady, Inc. Mr. Michael Goldstein Heller Antiques, Ltd. Mr. Robert N. Hockaday, Jr. Mr. Ed Karler Ms. Rachel Mahler Ms. Julie Moriarty Dr. Karl L. Norris The Oviatt Bldg. Ineke Peskin Antique Jewelry Mr. & Mrs. Dan Rifkin Mr. Rigoberto M. Rodriguez Rodriguez & Sons Estate Jewelers Second Time Around Watch Co. Mr. & Mrs. Craig Small Ms. Leslie Small Ms. Ann Marie Stanton Mr. Steve’s Pawn Shop Mr. & Mrs. David Tyson VP Motorcars Zimmelman Family Jewelers, Inc. For the Anne W. “Muggy” and William P. “Pawsie” Slover Memorial Fund Ms. Betsy S. Phoenix Dr. & Mrs. William Slover In Honor of Nancy Stehle Ms. Nancy S. Stehle In Honor of Family & Friends For the Martha K. & Martin V. Smith Fund The Following in Memory of Martha K. Smith: Mrs. Myrna J. Cohen Dr. & Mrs. William L. Hart Soares, Sandall, Bernacchi & Petrorvich 2003 VCCF Annual Report 9/15/05 10:32 AM Page 38 For the SUN (Special & Urgent Needs) Fund For the Troop Real Estate Foundation The Following in Honor of Kate McLean: Dr. & Mrs. Moustapha Abou-Samra Janet Bergamo Financial Focus Haas Automation Dr. William L. Hart Lascher & Lascher Mr. & Mrs. James D. Loebl Mr. Norman Lueck Mrs. Ben Nordman Mr. & Mrs. Fred P. Wilson The Following for Adopt-A-School Golf Tournament: Adventist Health Affinity Mortgage Group All Valley Escrow, Inc. Ms. Irene Allen Mr. Mike Alterman Mr. Vito Altiori American Title Company Amerispec Home Inspection Service Mr. and Mrs. Ted Andrews Ansoorian Associates Mr. John W. Archibald Mr. Eric Arnaud Ashton Financial Corporation Attachmate August Roofing Inc. Austin & Austin Insurance Services, Inc. Mr. Dave D. Baker Mr. Geoffrey B. Baker CFC Mortgage Bankers Ms. Jacqueline M. Bautista Ms. Deborah Block Boys & Girls Club of Conejo & Las Virgenes Brownstone Realty Mr. Gregg Bruno Burger Express 2 Ms. Cheryl Burt Mr. and Mrs. Woody Bussacco Mr. and Mrs. James J. Butler California National Bank Carl Berkhout, Inc. Kerry Berman Mr. and Mrs. Jay S. Carrott Catalina Spas CFC Mortgage Bankers Mr. Harry Cheung Countrywide Home Loans, Inc. Mr. Brent Courter CPS Publishing Creative Woodworks, Inc. D. T. Stephenson General Contractor Ms. Colleen Dabbour Mr. Robert E. Dahl Mr. Timothy Danielson Mr. and Mrs. Pete Daradics Mr. Donald J. Darby Mr. Dean Dardzinski Dave's Towing Service Ms. Dianna M. Dingman Mr. and Mrs. John Dipoma DMR Loans, Inc. Mr. Jim Eadie Ehline Co. Fallbrook Mortgage Corporation Mr. Blake Felton Fidelity National Title Company First American Title Company First Honda FNHW and CHW FNIS Flood Services, LP Mr. Michael J. Frank Ms. Elaine L. Freeman Gailehek, Inc. Galpin Ford Ms. Amy Gandel Mr. Harlan A. Gandel General Rebuilding Contractor, Inc. GM Management Gold Coast Pest Control, Inc. For the TAC as a Grantmaker Fund Ms. Libby Barrabee Mr. William Fairfield Mr. & Mrs. Anthony P. Fowkes Ms. Pamela Garvin Mr. Peter Gerlach Mr. Jack Jacobs Mr. L. Karsten Lundring Mr. & Mrs. Scott Samsky Charles & Ardie Schultz Ms. Harriet Stork Mr. J. Peter Wakeman Jo Ann M. Wedding For the Teach Fund Ms. Carol Abella Channel Chapter of California Mr. William M. Hooker Carolyn R. Huntsinger Ms. Barbara Karplus George & Alda Kroll Mr. & Mrs. John MacIntyre Robinson’s-May, Meier & Frank Foundation For the Thousand Oaks Council on Aging Fund E.B.A. & M. Corporation For the Thousand Oaks Therapeutic Dance Fund Biomotion Physical Therapy Izard Enterprises, Inc. Jacobs & Jacobs, CPA’s J.C. Plumbing “N” Things Mr. Calvin H. Johnston Los Robles Regional Medical Center Dr. Richard A. Mays Dr. J.W. McLeod & Dr. John Webb Pacific Information Resources, Inc. Dr. Peter Sabolch Seven Oaks Rehabilitation & Fitness Center Telesis Physical Therapy, Inc. Westlake Village Junior Women’s Club For the Laura Toomey Endowment for Symphonic Music Fund Nancy & William Israel In Honor of Kate McLean Mr. and Mrs. William H. Grant, Jr. Ms. Marilyn Grant Ms. Susan R. Green Mr. Peter C. Greer Hamer Toyota Harman Construction Mr. Robert Harris Robert R. Harris, Inc. Ms. Linda Hecker Mr. and Mrs. John G. Hepple, JR. Hertel & Associates Mr. Greg Hertel Mr. and Mrs. Mark R. Hoefler Home Buyers Resale Warranty Corporation Ms. Sue Huff Mr. & Mrs. Keith M. Jajko Jaramillo Enterprises, Inc. Ms. Veronica Johnson Mr. and Mrs. Dean T. Julian Mr. Kevin M. Ketz Alexis King Ms. Mindy J. Lambdin Land America Mr. Daniel Laporta Legacy Wood Ranch, L.P. Ms. Judy Lewicki Mr. & Mrs. Patrick J. Leyden Ms. Karen Lindsey Linoleum & Carpet City Mr. Anthony Loniero Lopata-Werth Masonry Los Angeles Newspaper Group Mr. Timothy E. Love Lube Pit Stop Ms. Kay C. MacDougall Manfredi, Levine & Eccles Mr. Darin L. Markarian Mr. Alex Marotta Mr. David L. Marshall Ms. Deborah McCarthy Mr. & Mrs. R. Duncan McKay Ms. Jan G. Meek Mr. & Mrs. Meek Mike Weston Home Inspection Service Ms. Paula Miller Ms. Sally J. Montana Mr. and Mrs. Frank Mutz National Title Insurance of New York, Inc. Mr. Jim Nickerson Mr. and Mrs. Timothy T. Nicoll Ms. Angel Noel Mr. Michael Nolan Oakridge Athletic Club Office Depot Ms. Donna O'Leary Mr. Steven J. Ondrak Ms. Rikki Orloff Pacific Tech Imaging Padberg Enterprises Mr. & Mrs. Stephen Patronete Ms. Francine Geroy Penich Ms. Victoria Perez Ms. Carol Philpott Ms. Hilda Porter Mr. Mario Posadas Preffered Posts Premier America Credit Union PrintMasters Promagination Ms. Deanna Pruett PTS Furniture, Inc. Mr. Patrick T. Putman 38 Regional Duplication Specialists Ms. Robin Rick Ms. Nicole Romanowski Mr. and Mrs. Bruce Rose Ms. Tania E. Rose Ms. Leanne R. Russell Sal Funding Inc Mr. William Sanders Mr. David Schmidt Mr. Bryan Scott Scripps Sharperagent.com Shea Homes, Southern California Division Ms. Charlene Siemon Simi Valley Family Dental Office Simi West, Inc. Slominski Associates, Inc. Mr. Mark D. Smith Mr. Darrel Sneed Sommer Sports Chiropractic, Inc. Southland Title Corp. Specialty Sash & Door LLC Spectrum Contracting Services, Inc. Stan Bilchik Carpet Co., Inc. Mr. Robert Swanson Team Kaminsky The Home Team, Inc. Mr. and Mrs. Richard K. Theune Tomahawk Termite Control Ms. Karen J. Troop Union Bank of California Urban Strategies Ms. Amy J. Valtos Vision Wireless Mr. Paul H. Webb Mr. Charles Weiland Wells Fargo Home Mortgage Ms. Victoria West Mr. Gary White Wieben Insurance Service Ms. Jennifer Williams Mr. and Mrs. Michael D. Wolf Womens Information Network of Simi Valley Mr. Steve Wright Write On Printer Products Mr. Victor Yates Mr. Steve V. Zwaag For the Ventura Community Park Fund All Tent Trailer Rentals Andrias Seafood Specialties Archstone-Smith Communities Bart & Michelle Bleuel Catholic Healthcare West Chipotle Mexican Grill, Inc. Mr. & Mrs. Ray DiGuilio Mr. & Mrs. Bruce K. Doenges Mr. & Mrs. Steve Doll Mr. Chrles L. Feyh Ms. Jane R. Goldschmidt Ms. LaVerne Gragg Pompy Gragg Julius Gius Memorial Foundation Glenda & John Hammer Mr. & Mrs. Harvey M. Harris Mr. & Mrs. Jeffrey A. Hill Kiwanis Club of Ventura Mr. Rudolf Kleeman Las Posas Childrens Center, Inc. Mr. & Mrs. Paul Leavens 2003 VCCF Annual Report 9/15/05 10:32 AM Ms. Pamela M. Lindsay Mr. Dan Lyon Mr. Lorenzo J. Martinez Dr. Thomas McBreen Mr. & Mrs. Charles B. McConica Mr. James McConica John & Anne McConica Mr. Dwayne L. McWaters Mid-State Bank & Trust Mr. Everett Millais Ms. Suzanne Montgomery-Hart J.P. Morgan Chase Foundation Kelly & Timothy Nicely John C. Orr Penfield & Smith Engineers-Surveyors Mr. & Mrs. Patrick Reeves Dr. & Mrs. Robert Ryan, III Seaboard Marine Ms. Angie M. Simon Mr. & Mrs. Michael Slater Drs. Steven J. Soule & Marlene Lamp Troop Real Estate, Inc. Ventura Community Park Fund Events Ms. Jeanine Faria Walker & Mr. Russell Walker Dr. & Mrs. Douglas Woodburn Mr. & Mrs. Daniel Zoll For the Ventura County Agricultural Scholarship Fund Santa Paula Creek Ranch Ventura County Farm Bureau For the Ventura County Bar Association Legal Services Fund Mr. & Mrs. Michael Case The Edward L. Lascher Fund Mr. and Mrs. James Loebl Hon. And Mrs. Bruce Thompson For the Jean Weber Memorial Scholarship Fund Mr. Charles E. Weber Mr. Richard L. Weber In Memory of Jean Weber For the Women’s Legacy Fund Joanie Abou-Samra In Memory of Tamima Al-Awar AIM Relocation Group Mr. & Mrs. Mel Ashcraft Bang Family Fund Mr. & Mrs. Bernard Bernacchi Mrs. Elizabeth M. Blanchard Hank & Ellen Brokaw Buena Center B.P.W. Chadwick Charitable Fund In Honor of Betty Havekost Eloise Olson Cohen In Honor of her Children & Grandchildren Ms. Lucinda S. Daley In Honor of Martha Smith Julie & Rob Drezner Mrs. Betty Lou Evans In Memory of Lou Crinklaw Wright Ms. Betty Snodgrass Garrett Mr. & Mrs. Ken Gerhardt Page 39 Ms. Sheila Gonzalez In Memory of Ida Smylie Glenda Hammer Ms. Kathleen Hobson In Memory of Alice T. Cox Ms. Susan Holt Carolyn R. Huntsinger In Honor of Barbara Meister Hernan & Zella Ibanez Mrs. Patricia Improta Ms. Marjorie James In Memory of Elizabeth Abul-Haj Mr. Rose Jefferey Mr. & Mrs. Bruce Johnston Pam Jolicoeur Mr. & Mrs. William Kearney Ms. Eunice M. Koch In Honor of Margie Merryman Los Angeles Times Mr. & Mrs. Steven Magidson In Honor of Barbara Meister Louise Malcomb Roz McGrath Julia Newman & Saul Lessler In Honor of Irene Newman Mr. Bill Orcutt Ms. Julie A. Osborn Ms. Sandi Pierce In Honor of Irene Newman Pat Richards In Memory of Florence Osborne Ms. Sandra J. Sanders Ms. Paula Osterbrink Shain In Memory of Mary Osterbrink Ona Shiroyama, O.D. Mr. & Mrs. Bruce Strathearn Urban Strategies Beverly & John Viola In Memory of Roswell Gaunva Esther Wachtell Water Girl & Great Pacific Patagonia In Honor of Pat Ellison Leila White In Honor of Kate McLean & Robin Woodworth Ms. Elaine J. Williams In Memory of Fonda M. Johnson Fred & Marge Wilson In Memory of Doris Granholm Ginger Wilson In Honor of DeDe Pitruzzelli Maio Winkler Ms. Jane Lee Winter In Memory of Carlynn Lee Blankley Ms. Margaret H. Woods Steve & Robin Woodworth In Honor of Betty Woodworth & Audrey Jones Joanie & Richard Young Sally S. Yount The Following in Honor of Kate McLean: Ken & Libby Barrabee Kay Wilson-Bolton Mrs. Ellen Brokaw Dr. & Mrs. Ralph B. Busch, Jr. Mr. & Mrs. Charles Cohen Julie Drezner Economic Development Corporation of Oxnard George Engdahl & Sarah Krause Mr. & Mrs. Ken Gerhardt Ms. Sheila Gonzalez Ms. Marquita Shiells Griswold Ms. Rose Jeffery Mr. & Mrs. Bruce Johnston Pam Jolicoeur K&M Enterprises Mr. & Mrs. Roger Lazar Paul & Carolyn Leavens Terri Lisagor Hon. & Mrs. William Peck Mary Schwabauer Mrs. Berta Defren Steele Mr. & Mrs. Bruce Strathearn Dr. Mona Thompson Mr. & Mrs. George Tillquist Mr. & Mrs. Leslie Vielbig Walluck & Walluck Wedding & McNair Ms. Elaine J. Williams Maio Winkler The Following Funds Received Gifts From the Families/Agencies Establishing Them The James and Alfreda Ager Endowment Fund The Mary Ann & William Bang Family Fund The Balcerzak-Jordan Community Education Endowment The James C. Basile Scholarship Fund The George Berg Library for the Future Fund The James Blackstock Family Fund The Bob Burns Memorial Scholarship Fund The Boys and Girls Club of Conejo and Las Virgenes The Otis & Bettina Chandler Fund The Gary W. Chism Memorial Scholarship Fund In Memory of Gary Chism The Bambi McCormick Clark and Jim Clark Fund The Gladys Daily Coffman Fund The Community & Folk Arts Endowment Fund Conejo Valley Senior Concerns Endowment Fund Jennifer and Douglas Cooper Charitable Fund The E. Wright Daily Fund The Milton F. & Margaret M. Daily/Daily Jr. Family Fund The Milton F. & Margaret M. Daily/Given Family Fund The Nellie Daily Fund The Armand & Gabrielle Dupuis Fund The Erickson Family Fund The William A. & Cynthia D. Fairburn, Jr. Memorial Fund The William & Cynthia Fairburn Memorial Scholarship Fund The David Farber Foundation The Faria Family Foundation The Finch Family Scholarship Fund In Memory of James J. Finch The Finck Family Charitable Fund The Food Share Endowment Fund The Christopher P. Fowkes Memorial Fund The Garrett Family Charitable Fund The Bernice Daily Gastl Fund The Brian Daily Given Charitable Fund The Margaret & John Given Charitable Fund The Peter William Given Charitable Fund The Charles K. Gose Scholarship Fund The Haas Automation VCCF Administrative Endowment Fund The Hertel Family Charitable Fund The Vicky Howard Community Service Award The George A. Jones Life Insurance Fund The Kaiser Family Foundation Fund The Bertha Kunz Fund The Hank and Leah Lacayo Destino Fund The Edward L. Lascher Fund The Leavens Ranch Heritage Fund The Dr. David Lichten Memorial Fund The Limoneira Company The Ruth Daily Livingston Fund The Loebl Family Fund The Dr. Manuel, Irma, Marisa and Tiffany Lopez Family Fund In Honor of Kate McLean The Karsten Lundring Life Insurance Fund The MacKenzie Family Scholarship Fund The Amy Durst McAvoy Soroptimists International of Camarillo Memorial Scholarship The McLean Fund The Alice Greenfield McGrath Destino Fund The Barbara Meister Fund for Women In Honor of Kate McLean The Milton F. and Margaret M. Daily/Menne Family Fund The Merewether Community Fund The Mylon H. Nelson and Julia I. Nelson Foundation for Christian Organizations The Ben E. and Joan H. Nordman Fund The Helen Kimball Pidduck Women’s Legacy Fund In Honor of Kate McLean The Procter and Gamble Destino Fund The Reiter Affiliated Companies Destino Fund The Stacy A. and Kerry P. Roscoe Charitable Fund The Laurie Rozet Women’s Legacy Fund The Samaritan Center for Simi Valley Permanent Endowment Fund The SAME Oxnard-Ventura Post Scholarship Fund The San Buenaventura Friends of the Library Capital Improvement Fund The Santa Clara River Parkway Fund The Charles J. and Kay Schuler Scholarship Fund The Schwabauer Charitable Fund Richard and Barbara Shipley Fund The Simi Valley Cultural Arts Center Foundation The Simi Valley Library Endowment Fund The Smith-Hobson Foundation Community Response Fund The Martin V. and Martha K. Smith Foundation The Martin V. and Martha K. Smith Cornerstone Fund The Smith-Hobson Foundation The Soroptimist International of Ventura Women’s Fund The St. Francis Dam Memorial Fund The Kenneth Swanson Life Insurance Fund The Dorcas H. Thille and Family Fund The Thousand Oaks Arts Commission The Eleanor Tillquist Scholarship Fund The Ventura County Medical Resource Foundation Fund The Vielbig Family Fund The Villanueva Family Fund The Katherine M. Wakelee Scholarship Fund The Iris & Roger (Spike) Wilkins Scholarship Fund The Yount Charitable Family Fun Thank you for your generosity. We strive for accuracy in listing all our gifts. If you find a correction needs to be made, please accept our apology and contact the VCCF office so we can correct our records. On behalf of VCCF, and all the good work we accomplish together in Ventura County, your contribution is gratefully received. 39 9/15/05 10:32 AM FINANCIAL REPORT 2002-2003 2003 VCCF Annual Report Page 40 FYE 9.30 2002 FYE 9.30 2003 Short Term Assets 3,857,792 5,807,527 Long Term Assets 27,110,850 35,001,961 Total Assets 30,968,642 40,809,488 4,502,822 7,054,498 288,539 423,713 4,791,361 7,478,211 23,980,265 31,027,701 2,197,016 2,303,576 Total Net Assets 26,177,281 33,331,277 Total Liabilitiles & Net Assets 30,968,642 40,809,488 Total Revenue & Other Support 3,776,890 10,130,179 Total Grants & Distributions 1,820,925 1,793,720 Program Services/Endowment Expenses 327,544 456,047 Management & General Expenses 733,734 726,416 Change in Net Assets 894,687 7,153,996 Balance Sheet Agency Endowments Other Liabilities Total Liabilities Unrestricted Assets Temporarily Restricted Assets Statement of Activities Further information can be found on the audited financial statements for FY 2003, available at VCCF's offices. 40 *A complete copy of the 2002-2003 audited financial statement by Shallenberger & Roberts, CPAs, is available at the Office. 2003 VCCF Annual Report 9/15/05 10:32 AM Page 41 President's Letter I n times that are a cause for both promise and challenge, it is a privilege to join the Ventura County Community Foundation in its vital task – building community. Under the leadership of my well-respected predecessor Kate McLean, the Community Foundation has garnered pre-eminent respect in Ventura County – pre-eminent because of its size, mission and reach, and respect because of its demonstrated commitment to engage donors and the community in fulfilling its mission. VCCF is a trusted partner who can bring people together in common cause, reflecting 16 years of dedication and vision from its passionate, well regarded and committed board of directors. So it is with much gratitude that I step into Kate’s shoes and, working with an outstanding staff, begin to build on this good work. Since my grandfather spent years farming in this rich and fertile valley, it is also a particular pleasure for my wife and I to be working in Ventura County, where our family’s roots are deep. Community foundations can be complex, but our mission is simple: to harness the power of philanthropy to strengthen this land. We do that in three ways – by being • a careful steward of the funds entrusted to us in perpetuity. • a thoughtful and imaginative grantmaker, focusing on addressing the needs throughout the County. • a convener and community leader, bringing together those who can make a difference in Ventura County and the communities within. Our mandate is to work with friends, partners and donors to build a better future for all, and especially to strengthen the nonprofit community so important to our County, and to the thousands they serve. We take seriously our mission and the trust our donors have placed in us. We are honored to translate dreams and hopes into something that makes a difference today and long into the future, and to be your partner in building community together. It is indeed good work, and it is a privilege to be VCCF’s President. Let me know how we can work together, for good and for ever, to build a stronger tomorrow. Hugh J. Ralston President & CEO 2003 VCCF Staff Augusto Bedoya - Ventura County Civic Alliance Intern Doug Green - Director, Resource Center for Nonprofit Management Donna Hall - Staff Accountant Susan Klipp - Administrative Assistant for Executive Relations Talon Klipp - Clerk Tina Knight - Director, Grants & Scholarships Donna Logan - Vice President Finance & Administration Kate McLean - President* Hugh Ralston - President & CEO 41 Marsha Rea - Director Ventura County Civic Alliance** Claudia Sanchez - Program Administrative Assistant Susan Seale - Resource Center Administrative Assistant Shelley Stenshol - Director, Communications & Donor Relations Jovita Valdez - Director, Destino: The Hispanic Legacy Fund Lyle Wray - Director, Ventura County Civic Alliance Dorie Zabriskie - Development Consultant *Retired 7/03 ** Resigned 3/03 2003 VCCF Annual Report 9/15/05 10:32 AM Page 42 1317 Del Norte Road, Suite 150 Camarillo, CA 93010-8504 Phone: (805) 988-0196 Fax: (805) 485-5537 email: [email protected] www.vccf.org Nonprofit Organization U.S. Postage PAID Oxnard, CA Permit No. 210 Ventura County Community Foundation ANNUAL REPORT 2003 For good. For ever.
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