Legacy for the Future We celebrate our new and permanent home—an historic house where we can continue to build a strong and vibrant community. 550 Dana Street will serve as a symbolic reminder to be inspired by the past even as we create the future.

INSPIRED BY THE PAST

CREATING THE

FUTURE2010 ANNUAL REPORT

2

leadership fund

COMMUNITY FOUNDATIONSan Luis Obispo County

The Community Foundation helps people turn their passion into community action in numerous ways. Some people help increase philanthropy throughout the county through the Leadership Fund; some invest in current and future generations through the Community Needs Fund; some focus on a particular area or cause through Field of Interest Funds, like scholarships; and some recommend specific grants through Donor Advised Funds. Combined, all donors actively improve the quality of life for all residents of San Luis Obispo County.

YO U R CO MM U N I T Y FO U N DAT I O N H A S D E S I R E D A

PERM A NENT HOME FOR OUR OFF ICE S FO R M A N Y

YEARS NOW. IT HAS BEEN A PART OF OUR STRATEGIC

PLAN SINCE 2007. In the fall of 2010, a once-in-a-lifetime opportu-nity came about and the Community Foundation now owns the historic Barneberg House at 550 Dana Street, in downtown San Luis Obispo. Built in 1914, this stately, spacious home was made possible through generous donations from the Hind Foundation, previous owner Jim Duenow, and many friends of the Foundation. The move takes place this summer.

Named for the well-known Dana fam-ily, the street where our new home resides has a second meaning. The word Dana in Buddhism means the practice of cultivating generosity, an apt and delightful discovery. With important ties to a rich and storied past, this registered landmark house offers us a permanent home with room to grow and prosper in the future.

Toward that end, more and more people are partnering with us to achieve their philanthropic goals. Together we have granted out more than $16 million; and have aggregated more than $30 million for current and future generations.

During this growth, Kathy Evans served as Finance Manager. We celebrate her retirement after ten years of service. Also, we thank Wendy Brown for her two years as President of the Board of Directors. Her leadership during the worst of the Great Recession and the uncertainty of the recovery was remarkable.

And we welcome new people to the team. Rabbi Norman Mendel has joined the Board of Directors, while Holly Corbett and Michelle Romonek have joined the staff as Director of Finance and Finance Assistant, respectively.

In this report you will read about some of the programs and services of your Community Foundation, with more complete information available on our web-site. Join our mailing list to receive our regularly scheduled electronic newsletters by sending a request to info@sloccf.org.

We realize that none of the work we do would be possible without your partner-ship and support. Thank you.

2010 Board of Directors

Front row, L to R: Johnine Talley, Steve Jobst, Barbara Partridge, Lee Hollister, Nancy DePue. Back row, L to R: Norman Mendel, Mike Patrick, Mike Miner, Ann Robinson, Dee Lacey, Bill Raver, Barbara Bell, Wendy Brown, Nick Thille.

SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION 2010 ANNUAL REPORT

community needs fund

field of interest funds &

scholarships

donor advised funds

Barry VanderKelenExecutive Director

Dee LaceyPresident

L to R: Kim Ramos, Pat Holley, Holly Corbett, Janice Fong Wolf, Michelle Romonek, Angela Hollander, Barry VanderKelen.

2010 Staff

Leadership Fund:This is a fund supporting the operations and special programs of the Community Foundation.

Building Acquisition FundThis fund supports the acquisition, refurbishment and maintenance of the Community Foundation’s registered historic office building.

UNRESTRICTED ENDOWMENT FUNDSUnrestr icted gif ts are held in perpetuit y, producing annual income that is used to meet community priorities as they arise. These funds are awarded to organizations through the Foundation’s grants program, following careful review by the Board of Directors, staff and community leaders.

Community Needs FundThis fund enables the Community Foundation to respond to the community’s most pressing needs.

Roberta D. Petrie Memorial FundThis fund supports nonprofits throughout San Luis Obispo County.

FIELD OF INTEREST FUNDSField of interest funds allow donors to support a broad area such as education, social services, historic preservation, or environmental conser-vation. These funds enable donors with shared interests to pool their money for greater impact.

Access For All FundIn honor of Paul Wolff, this fund presents an annual award to recognize and honor those who follow Mr. Wolff’s example of selfless dedication to serving the accessibility needs of all in SLO County. Additionally, the fund supports activities that further the mission of “Access For All,” a coalition creating an accessible community.

Alfred & Diane Fritz Endowment FundThis fund addresses env ironmental and educational needs within the county.

Alva, Ernest & William Righetti Fund for Seniors and People with DisabilitiesThis fund was established by the Righetti family to assist organizations that help disabled and/or elderly citizens of the County of San Luis Obispo.

Amy L. Arsenio Endowment FundThe income from this fund is used to make grants to organizations which assure access to health care for persons in San Luis Obispo County who would otherwise not be able to afford that care. This fund was created to honor Amy Arsenio, a long-time health care advocate for people in poverty.

Art Inspires FundField of Interest Funds that support the arts.• HolserEducationalFundforthe

Performing Arts• WilliamRandolphHearstFundfortheArts

Brenda Buchbinder Hock Endowment FundGrants from this fund support programs that educate and engage youth in the care and treat-ment of companion animals.

Clark Moore Conservation Award FundEstablished in honor of Clark Moore, a local environmentalist, this fund supports conserva-tion projects and educational activities.

Disaster Support Funds PoolThese funds will be granted to address immediate needs in the event of a major disaster.

Ernest & May Steiner FundThis fund was established by the Steiners to pro-vide for the needs of homeless and destitute people in San Luis Obispo County.

Fund for Vineyard and Farm Workers Brian and Johnine Talley established this donor advised endowed fund to provide grants to orga-nizations that improve the lives of vineyard and farm workers in SLO County. They hope to build this fund with support from other wineries and agricultural organizations in the county.

Growing Together Endowment FundThis fund addresses the program and service needs of San Luis Obispo County’s lesbian, gay, bisexual and transgender community by provid-ing grants, raising community awareness, and promoting philanthropy.

Health Programs Endowment FundThis fund distributes grants to local eligible organizations that address the health care needs of the county.

Helen and Ronald Dunin Memorial EndowmentThis fund was created to help people who are at tempting to help themselves. Funds are disbursed in the form of loans, grants, stipends and scholarships.

Holser Educational Fund for the Performing ArtsEstablished by Clifford B. Holser to support young people involved in the performing arts who live in the San Luis Obispo area.

Hugo & Erna Klaproad FundThis fund will provide services to meet the immediate needs of the homeless in the Five Cities area of the County of SLO.

Janssen Foundation Youth and Youth Sports FundA partnership with the Janssen Foundation, this fund was created to initiate a competitive grant making program for youth sports and youth programs within the City of San Luis Obispo and adjacent areas.

Jean E. Anderson Endowment Fund for Bicycle Safety EducationJean Anderson established this fund to support nonprofit organizations that provide bicycling and pedestrian safety education programs for the residents of San Luis Obispo County.

Marion M. Sinsheimer Fund for TeensThis fund provides grants to local organizations that provide services, activities and programs for teenagers in SLO County.

Pathways to AdulthoodThis fund supports programs creating success-ful pathways to adulthood for transitional age youth 14–24.

Preventive Health Care Endowment FundGrants from this fund support programs and projects that promote the health and well-being of the community, encourage behaviors and activities that focus on preventing disease, and enable county residents to reach and maintain optimal health stability and independence.

Raising A Reader FundThis fund provides grants to local organizations to implement Raising A Reader, an award-win-ning take home book bag program that promotes healthy cognitive development, parent-child bonding and early literacy skills.

Roy N. Wolf Memory FundGrants from this fund will suppor t human services and environmental needs.

San Luis Obispo County Environmental FundThis fund addresses betterment of the environ-ment or ecology of SLO County.

South County Education Foundation EndowmentThe primary purpose of the Fund is to provide support to the educational programs of the Lucia Mar School District.

William Randolph Hearst Fund for the ArtsThe cornerstone gift of the Art Inspires Fund supports stability of the arts community.

Women’s Legacy Endowment FundEstablished as a permanent endowment to support programs and projects of local organi-zations that address the issues and needs of women and girls.

ENDOWED SCHOLARSHIP FUNDSScholarship funds honor or memorialize an individual or serve a specific purpose that is important to the donor. Scholarships enable students to pursue traditional higher education or vocational training. Income from the endowment provides the scholarships and awards annually.

Alfred I., Catharine J. & Eleanor G. Switzer Scholarship FundThis fund provides scholarships to benefit the children of Los Osos.

For corrections or updates contact info@sloccf.org 3Visit the Community Foundation online at www.sloccf.org

2009 Paul Wolff Accessibility Advocacy Award Winners, Sharlene Agrusa – Executive Director Of Parents Helping Parents, Victoria Carroll – wife of Rev. Doug Carroll, Jill Heuer – Director of the Special Education Local Plan Area, Mark Edwards – Store Manager at Trader Joe’s.

2010 FOUNDATION FUNDS

community needs fund

HOME SWEET HOME This summer, Community Foundation staff will move into its new and permanent home, thanks to the generous donations of the Hind Foundation and the James Duenow Family. The stately house at 550 Dana Street in San Luis Obispo has deep connections to the past while it offers important ways to improve the future. Opportunities to support this historic move abound, ensuring the SLOCCF will con-tinue to turn passion into action, forever. For full story, visit www.sloccf.org.

LEADERSHIP FUND – BUILDINg ACQUISITION FUND

leadership fund

field of interest funds &

scholarships

leadership fund

AVID Region VIII Scholarship FundEstablished to reward local high school students who successfully complete AVID (Advancement Via Individual Determination), a national program to help at-risk students succeed.

Brian Waterbury Memorial Scholarship FundThis scholarship was established in memory of former San Luis Obispo High School math teacher and cross-country coach, Brian Waterbury.

David B. Gianas Memorial Scholarship FundThe Fund provides educational scholarships for students with documented special needs. It benefits students who, because of their unique differences, find achieving their educational goals difficult because of the lack of encourage-ment and/or financial resources.

Dennis T. Collins/Thomas D. SalisburyThe Fund maintains, administers and distrib-utes an educational scholarship fund for the benefit of Eagle Scouts from Boy Scout Troop 60 of Paso Robles.

Don Floyd Memorial Scholarship FundCelebrating the memory of former Cal Poly professor Don Floyd, this fund awards three to five scholarships each year to Cal Poly students participating in the International Program to study abroad.

Dorothy Ross Memorial FundTwo annual scholarships are awarded to local youth who have spent time at the San Luis Obispo Juvenile Services Center and plan to pur-sue higher education.

Elkan T. Hart Scholarship FundThis endowed scholarship fund was created by the Exchange Club of North County to provide one $500 scholarship per year to a student at Paso Robles High School.

Frank C. Holt Scholarship FundEstablished by the Rotary Club of San Luis Obispo and the American Legion Post #66 in memory of Frank C. Holt, a long-time local educator, this fund provides scholarship support for an outstanding male and female student from San Luis Obispo High School.

Gary Grossman Scholarship FundEstablished by Gary Grossman, this fund awards scholarships to LGBT youth whose parents are financially unable to or refuse to support their children’s educational expenses because of the child’s sexual orientation.

Gary Paul Piantanida Scholarship FundThis fund distributes scholarships to local teens who demonstrate financial need and good character.

German School Committee FundThe purpose of this fund is to support a foreign exchange program that sends students from San Luis Obispo High School to Germany.

Ian Purdon Memorial Scholarship FundScholarships from this fund are awarded to a SLO High School senior on the football team who demonstrates perseverance, dedication and teamwork, in memory of Ian Purdon.

Irene H. Broadbent Music Scholarship FundIn honor of Irene H. Broadbent, this fund is designed to provide scholarships for San Luis Obispo youth (6–18) to receive musical education and training.

Justin McCutcheon Memorial Scholarship FundEstablished in memory of Justin McCutcheon, this fund’s primary purpose is to provide annual scholarship support to a senior golfer from a Pac-7 League school, boys or girls.

Kelly A. McAdams Memorial Scholarship FundEstablished in memory of Kelly A. McAdams, a graduate of local schools and lifelong student with an inquisitive mind. The fund provides scholarships to deserving students from San Luis Obispo County.

Kiwanis SLO de Tolosa Scholarship FundThe purpose of the fund is to provide scholarship support to deserving students.

Lauren Tipton Slaughter Scholarship FundFamily and friends of Lauren Tipton Slaughter established this memorial fund to support a graduating senior at San Luis Obispo High School who played on the girls’ tennis team.

Mary Jo DeSio Scholarship FundScholarships from this fund will reward students preparing to be special education teachers.

Music for the MilleniumThis SLO Symphony fund awards scholarships to support music education programs in the local schools.

Paso Robles High School Class of ’55 Scholarship FundThese scholarships are awarded to seniors at Paso Robles High School who are entering an accredited community college, trade or technical school, or four-year college.

Paul E. Godfrey Memorial Scholarship FundThis fund provides scholarship support annually to students who are graduates of Venice Senior High School in Los Angeles, California, who matriculate to Santa Monica College.

Richard J. Weyhrich Leadership FundThis fund annually awards a leadership scholar-ship to a student at each high school in San Luis Obispo County.

Spirit of the Class of ’49 AwardThis fund awards two scholarships each year to San Luis Obispo High School seniors who plan to attend a trade or technical school.

Stephen Donnellan Moss Memorial Scholarship in Journalism FundThe purpose of the fund is to support Cal Poly students majoring in Journalism with an emphasis on news editorial or broadcast media. Established by the family of Stephen D. Moss and New Times newspaper.

Wachtang Korisheli Music Scholarship FundThis fund awards scholarships to students who have participated in the San Luis Obispo County Youth Symphony Program.

Yeager Science ScholarshipThe purpose of this fund is to provide scholarship support to students from Coast Union or Paso Robles High School who are intending to major in the physical sciences.

SCHOLARSHIP PASS THROUGH FUNDSScholarship funds honor or memorialize an individual or serve a specific purpose that is important to the donor. Scholarships enable students to pursue traditional higher educa-t ion or voca t iona l t r a in ing. These are non-endowed funds.

German School Committee Pass Through FundThis fund was created to support students at San Luis Obispo High School participating in the German School exchange program.

Orfalea Migrant Scholarship FundThis fund was established to distribute college scholarships to children of seasonal or migrant farm workers in SLO County.

Orfalea Scholarship FundScholarships from this fund support students throughout San Luis Obispo County.

AWARDSAwards honor an individual or serve a purpose that is important to the donor. Income from the endowment provides the awards annually.

Alex Madonna Memorial Award FundThis fund, in memory of Alex Madonna, provides an award to students in grades 9–12, and who are 14–19 years old, who have restored an antique tractor entered in the JB Dewar Tractor Restoration Competition at the California Mid-State Fair.

Isabel P. Ruiz Humanitarian Award Endowment FundNamed to honor the dedication and commitment to caring about people exhibited by Isabel P. Ruiz. It is designed to highlight and encourage those who follow in Isabel’s footsteps to remain com-mitted to advocacy and community organizing to improve the lives of everyone in SLO County.

DESIGNATED FUNDSDesignated Funds are established by a group or individual for the benefit of a specific nonprofit organization. These funds can be either endowed or pass-through.

2011 Opportunities Conference Fund This fund supports implementation of the SLO Communities Bridging Poverty Conference.

ACTION for Healthy Communities Fund This pass through fund supports the administra-tive expenses of the efforts of the ACTION for Healthy Communities collaborative.

Ann Freeman Endowment FundThis fund supports four funds currently held at the Foundation: The Women’s Legacy Fund, Transitions Mental Health – Independent Living Program, Brenda Buchbinder Hock Fund and the Dorothy Ross Memorial Scholarship Fund.

4 SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION 2010 ANNUAL REPORT

LESSONS LEARNED ON THE PATHWAY TO ADULTHOOD From gang member to firefighter; from apathetic trouble-maker to caring volunteer; from drug user to journalism major. These are just a few of the stunning transformations made possible by Pathways to Adulthood, a Community Foundation program now passing the torch to the many youth-serving organizations it has partnered with over the past five years. For full story, visit www.sloccf.org.

FIELD OF INTEREST FUND – PATHWAYS TO ADULTHOOD

field of interest fund

QuestBound Leadership Program youth at Cesar Chavez garden in Nipomo.

Benjamin & Belle Levin Endowment FundTo support the Senior Peer Counseling Program formerly run by Lifespan Services Network. When Lifespan closed, the endowment was transferred to the Foundation and will continue to support the program, which is now housed under Wilshire Health & Community Services.

Betty Schetzer Charitable Gift FundThis endowed fund is to support the operations and activities of the Friends of the San Luis Obispo Botanical Garden.

Children’s Health Initiative Premium FundThe purpose of this fund is to provide healthcare insurance for children 0–18 in SLO County.

Community Action Partnership Adult Day Services Endowment FundCreated by a donor to support the CAP Adult Day Services Program because the donor’s father received excellent treatment and the family wished to provide support to the program by establishing an endowed fund.

Craig H. Russell Endowment FundThe purpose of this fund is to make grants for special projects at the San Luis Obispo Symphony.

Foundation for the Performing Arts CenterThe purpose of the fund is to support the Foundation For The Performing Arts Center.

Friends of Martha’s Place FundThis pass through fund supports activities for the operations of Martha’s Place, a children’s center addressing impacts of perinatal substance abuse.

Friends of the Prado Day Center/Homeless Services Center Fund This fund supports the construction and opera-tions of the proposed homeless services center in San Luis Obispo.

Friends of the SLO Botanical Garden Endowment FundThis fund supports the maintenance, opera-tions and educational activities of the SLO Botanical Garden.

Grizzly Youth Academy FundThis pass through fund was established to hold charitable contributions for scholarships and operational needs.

Grover Beach Community Library FundAn endowment that will support the needs of the library.

Healthy Eating Active Living, SLOThis pass through fund is a fiscal agency sponsorship to hold funds for HEALSLO, the Childhood Obesity Prevention Coalition.

ILP Housing Designated Pass Through FundThis pass through fund is designated to support Transitions Mental Health Association for operating and enrichment programs targeting clients in the Independent Living Program.

Jeanne L. and Ellery J. Conley Endowed FundThe spendable income of the Fund shall be distributed in equal shares to the following six organizations: Hospice Partners of the Central Coast, Cuesta College for the Jeanne L. and Ellery J. Conley Nursing Scholarship, Woods Humane Society to benefit cats, San Luis Obispo Count y Youth Symphony, Grover Beach Communi t y L ibrar y, and South Count y Performing Arts Foundation.

Kids’ Cancer Research Foundation This fund supports research on neuroblastoma, a devastating form of pediatric cancer.

Kiwanis SLO de Tolosa Charitable Works FundThe purpose of the Fund is to suppor t the charitable works of Kiwanis SLO de Tolosa.

Leadership San Luis Obispo Endowment FundThis fund supports scholarships for future participants as part of Class XI legacy project.

Partners for the Conservation of the Los Osos Coastal DunesThis fund was established to ensure an ongoing stream of income to produce an annual docu-mentary on the status of the Partners for the Conservation of the Los Osos Coastal Dunes and the properties within their stewardship.

San Luis Obispo ALPHA FundThe purpose of the Fund is to support the operations and activities of San Luis Obispo ALPHA Inc.

San Luis Obispo County Animal Welfare Alliance FundThis fund is to support the activities of the alliance, a collaborative effort of local animal welfare organizations.

San Luis Obispo Downtown Association FundThe fund shall support the community enhance-ment and development activities of the San Luis Obispo Downtown Association

SLO County Feed the Hungry Endowment FundThis fund was established by the SLO County Board of Supervisors with monies received in a settlement concerning overcharging customers at the Albertson’s food store chain. The fund will be used to support the programs of the Food Bank or other food distribution groups if the Food Bank ceases to exist.

South County Performing Arts Foundation Endowment FundThis fund suppor t s the Sou th Coun t y Performing Arts Foundation in carrying out its role and mission.

Studios on the Park FundThis fund supports the activities of Studios on the Park.

Symphony of the Vines Fund This fund supports the programs and activities of the chamber orchestra based in north San Luis Obispo County.

The Endowment for the Advancement of Children (T.E.A.Ch.) FundThis fund supports students, teachers, programs and activities of the San Luis Coastal Unified School District.

AGENCY FUNDSAIDS Support Network Endowment FundThis fund supports the AIDS Support Network in carrying out its role and mission.

American Institute of Architects, Central Coast Chapter EndowmentThis fund provides support to the scholarship and educational activities of the Central Coast Chapter of the American Institute of Architects.

Atascadero Loaves and Fishes Endowment FundThe primary purpose of this fund is to support the role and mission of Atascadero Loaves and Fishes.

Camp Hapitok Endowment FundThis fund supports Camp Hapitok, which pro-vides a therapeutic camp program for children with speech and hearing problems.

CASA (Court Appointed Special Advocates For Children of San Luis Obispo County) Endowment FundThe purpose of this fund is to support CASA in its work with abused and neglected children who are under the jurisdiction of the Juvenile Court in San Luis Obispo County.

Cayucos Land ConservancyThis fund will provide support to the programs and activities of the Cayucos Land Conservancy, helping further its mission of establishing a per-manent greenbelt around Cayucos.

Chris Jespersen Memorial Society Endowment FundThis fund supports the activities of the Chris Jespersen Memorial Society.

Community Action Partnership Endowment FundCreated to suppor t the Community Action Partnership to carry out its role and mission as described in its governing documents.

5Visit the Community Foundation online at www.sloccf.org

PLAYING IN THE DIRT TO FIGHT CHILDHOOD OBESITYTo address the alarming rise in childhood obesity in our county, the Community Foundation supported a county wide conference that brought dozens of interested parties together and has given more than $50,000 in grants to support the innovative efforts being made to give children a healthier chance at life. The Barrel garden project, for example, combined playing in the dirt with growing beautiful food, and was a big hit with the pre-school set. For full story, visit www.sloccf.org.

DESIgNATED FUND – HEAL SLO

field of interest fund

Community Counseling Center Endowment Fund This fund holds the endowment o f the Community Counseling Center.

County Arts FundCreated by the SLO County Ar ts Council Board to establish an endowment fund for their organization.

Foster Parents Association Endowment FundEstablished to support the operations and activi-ties of the Foster Parent Association.

Foundation for San Luis Obispo County Libraries Endowment FundEs t ab l ished to prov ide suppor t to the Foundation for San Luis Obispo County Public Libraries, this fund will help carry out its role, mission and charitable work as described by its governing documents.

Friends of Prado Day Center Endowment FundThis fund suppor ts the operations of the Prado Day Center, a homeless day shelter in San Luis Obispo.

Friends of Senior Nutrition Program EndowmentThe purpose of this fund is to support the Senior Nutrition Program in carrying out its role and mission as described in its governing documents.

Friends of the Fiscalini Ranch Preserve Management and Operations FundThis fund will support the Friends of the Fiscalini Ranch Preserve in carrying out its role and mis-sion as outlined in their governing documents.

Goodwill Industries Endowment FundGoodwill Industries established this fund at the Foundation to help carry out its mission of helping people find employment, housing and education.

Grizzly Youth Academy Endowment FundEstablished to support the Academy, this fund will help carry out its role, mission and charitable work as described by its governing documents.

Hospice of San Luis Obispo County Endowment FundThis fund was established to support Hospice of SLO County in carrying out its role and mission as described in its governing documents.

Hospice Partners of the Central Coast Endowment FundThe purpose of this fund is to support Hospice Partners of the Central Coast in carrying out its role and mission as described in its govern-ing documents.

Human Powered Vehicle Association This fund holds the endowment of the Human Powered Vehicle Association.

Land Conservancy of SLO County Core Conservation FundThe primary purpose of the fund shall be to provide support to the Land Conservancy of San Luis Obispo County to carry out its role, mission and charitable work as described by its governing documents.

Leadership FundThis fund was established to support the operations and special programs of the Community Foundation.

Los Osos Community Pool Endowment FundThis fund will support the construction of a community pool.

Music For The Millennium, Music Education Endowment FundThe fund shall provide suppor t to the San Luis Obispo Symphony to carry out its role and mission.

New Dawn Endowment FundThis fund supports the New Dawn Center, a Montessori school in Cambria.

North Coast Small Wilderness Area Preservation Endowment FundThe primary purpose of this fund is to support the activities of the North Coast SWAP.

Pacific Repertory Opera Endowment FundThis agency fund will support the activities of the Pacific Repertory Opera.

Parents Helping Parents Endowment FundThis fund was established to suppor t the activities of Parents Helping Parents, a subsidiary of the United Cerebral Palsy Association.

Partnership for the Children Endowment FundThis agency fund supports the activities of the Partnership for the Children, which operates the Clinica de Tolosa in Paso Robles, a dental clinic providing services to low-income residents of the County.

Peoples’ Self-Help Housing Corporation Endowment FundThis endowed fund will support the activities of the Peoples’ Self-Help Housing Corporation.

Pismo Beach Five Cities Rotary Charitable Foundation Endowment FundThe purpose of this fund is to support the mis-sion of the Pismo Beach Five Cities Rotary Club.

San Luis Obispo County Historical SocietyThe fund will hold a portion of the endowed funds of the SLO County Historical Society.

San Luis Obispo Wind Orchestra Endowment FundThis fund was established by the SLO Wind Orchestra through a previous bequest.

San Luis Obispo Wind Orchestra General Endowment FundThe primary purpose of the Fund shall be to provide support to the operations and activities of the SLO Wind Orchestra to carry out its mission and charitable work.

SLO Children’s Museum Endowment FundThis fund supports the operations of the SLO Children’s Museum created by the Children’s Museum Board of Directors.

SLO County Youth Symphony Endowment FundThis fund supports operations of the SLO County Youth Symphony.

SLO Symphony Endowment FundThe purpose of this fund is to support operations of the SLO Symphony.

South County Health Care Alliance Advised Pass-Through FundThis fund supports the operational costs of the South County Health Care Alliance.

United Way of San Luis Obispo County Endowment FundUnited Way established this fund to support its charitable activities.

Women’s Shelter of North County Endowment FundA fund established to support the mission of the Women’s Shelter.

SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION 2010 ANNUAL REPORT

EDUCATION LEVELS THE PLAYING FIELD When Ben and Pat McAdams lost their daughter Kelly to lung cancer, she was just 42 years old. The McAdams wanted to find a way to honor her life and to keep her legacy alive. Last year, Sean Pringle, the first recipient of the Kelly A. McAdams Memorial Scholarship began his education at Cal Poly as a Civil Engineering student. With continued support and your donations, he will be the first of many more to come. For full story, visit www.sloccf.org.

SCHOLARSHIP FUND – THE KELLY A. MCADAMS MEMORIAL SCHOLARSHIP

field of interest fund

leadership fund

RE-IMAGINING THE FUTURE … WITH A REPORT ON THE TRANSFER OF WEALTH In February of this year, the results of a study on the transfer of wealth to future generations in our county were revealed. The study found that San Luis Obispo County’s transfer of wealth to the next generations over the next 50 years could be as much as $62 billion. Commissioned by the Community Foundation, this report sparked a different way to think about giving. “Many of our clients think first of their families as the beneficiaries of their estates,” said Rob gar-cia, of Rob garcia Wealth Management. “This study illustrated for me what a tremendous impact we can have if everyone were to leave just 5% of their estate to the community. Just 5%!” For full story, visit www.sloccf.org.

TRANSFER OF WEALTH REPORT

6

Woods Humane Society Endowment Fund The purpose of this fund is to support the mis-sion of Woods Humane Society.

Zoological Society of San Luis Obispo County Endowment FundA fund established to support the activities of the zoological society.

DONOR ADVISED ENDOWMENT FUNDSDistributions are made from each Donor Advised Fund based on advice from the donor. This type of fund allows donors to retain the right to sug-gest specific projects in any field of interest while avoiding the administrative complexities of a private foundation.

Aaron A. Baker and Lyn C. Baker FundAllen & Susan Minker Endowment FundAndrew Weber & Joanne Peratis Weber Endowment FundAnumodana Donor Advised FundClark Family FundClifford R. & Lois P. Elliot FundConklin Family Charitable Trust FundDarcie & Nicholas Thille Charitable Gift FundDeborah Lyon & R. Jeffrey Herten Donor Advised FundDeGroot Youth Activities Endowed FundDinsmore-Daman FundD. Michael & D’Elaine Patrick Endowment FundEfird Family FundEmergency Medical Services FundEsther & Sidney Bertram Donor Advised FundF.G. Novy FundForbes Family FundFrederick W. Hentschel Endowment FundGeorge & Janice Clucas Endowment FundHospice du Rhone Endowment FundInnovative FundJack, Doree & Jennifer O’Connell FamilyJames & Perry Jamieson Family Endowment FundJohn & Marcia Lindvall FundLeonard & Natalie Wall Charitable Gift FundLongshot Minx Endowment FundLos Osos Community Services District Fund

M. Richard & Joyce J. Andrews Endowment FundMelvin & Marian Gautier Endowment FundMiah Family Donor-Advised Endowment FundMichael M. Maino Memorial FundPatricia C. Wyse Endowment FundPeachey FundPhilip & Christina Bailey FundProject Heartbeat Endowment FundSara Franklin Bornstein Endowment FundSinton Family FundSmith Family Endowment FundSteve & Sheri Hauck Endowment FundSunnyside Foundation for Kids’ Education Endowment FundSwift Action Fund Terence Fibich Fire Service FundThille Charitable Gift FundTrandem Donor-Advised Endowment Fund

DONOR ADVISED PASS THROUGH FUNDSPass through funds allow donors to give a specific amount of money to their favorite charities through the Community Foundation. These are non-endowed funds.

Alex Quaglino Family FundAnne Sinsheimer Charitable Gift FundCoast Unified School District S.E.P. FundDavid Pierson S.E.P. Fund Esther & Sidney Bertram Donor Advised FundEverett “Taylor” Black, II Memorial FundExchange Club of San Luis Obispo Charitable Gift FundFranklin Natale Raimondo Memorial FundJames F. Maino Charitable Gift FundJean & Andrew Greensfelder FundJerre & Andrea Sumter Charitable Gift FundJon & Olivia Simonds Charitable Gift FundKen & Martha Schwartz FundMarx Family FundMattison Family FundNancy Ann Piver FundSan Luis Sports Therapy Community FundSLO County Tourism Land Conservation FundSoftec Technology Education FundSmith Family Fund

T.E.A.Ch Foundation Pass Through Fundvan Steenwyk Family FundWayne & Linda Lewis FundWine County Runs Pass Through Fund

For corrections or updates contact info@sloccf.org 7Visit the Community Foundation online at www.sloccf.org

donor advised funds

CHARITABLE GIVING MADE EASY A brand new program provides new and interesting ways to ensure a solidly-backed retirement while supporting your favorite charity—with a SLOCCF Charitable gift Annuity. For full story, visit www.sloccf.org.

CHARITABLE gIFT ANNUITIES

leadership fund

VISIONARIESThe Community Foundation

is honored to recognize the

fol lowing people for their

phi lanthropic v is ion that

provides for the future needs

of the residents of the San

Luis Obispo County.

Charles & Susan AtleeAaron & Lyn BakerBarbara BellWilliam R. BroadbentWendy BrownArlene B. ChandlerMary Jo & Henry DeSioKathy & John EichlerDaniel DeGroot & Kim ContiDavid & Sandra GarthBryan & Beverly GinggPatricia KohlenWayne & Linda LewisClayton R. Marsh & George L. VillanuevaDon & Liz MaruskaRussée ParvinRichard & Carol RobertsLouis & Ann RobinsonAnita ShowerJane & Stephen SintonAnn Travers & Barbara NordinThomas A. Stein & Jill St. JohnPaul E. Yeager6 Donors wishing to remain anonymous

Lisa E. Kilburn & James F. MainoLinda & Greg McMillanLou & Dean MillerKimo PankeyBarbara & John PartridgeCarolyn & Michael PineauDiane & Nick PokrajacJoan & Carrol PruettLaurie & Rob RossiCarol & Jerry SantensBetty SchetzerCarol & Warren SinsheimerNorma & Jim SintonJane & Steve SintonJohnine & Brian TalleyRosemary & Don TalleySusan & Ke-Ping TsaoCindy & Karl Wittstrom

FOUNDERSThe following donors supported

the beginning stages of our

organization. Each founder

contributed the “venture

capital” to support our

operational needs.

M. Richard & Joyce J. Andrews Foundation in honor of Carrol R. PruettLyn & Jim BakerBarbara BellButz Construction, Inc.Vicki & Howard CarrollPaula & Chris DamanAlison & John DenlingerJohn DeVincenzoErnst & MattisonLinda & Terry FibichMorgan Flagg Family Foundation in memory of Lou & Lori FlaggVel & Abe FloryJoan & Lawrence FoelkerAnn C. FreemanDiane & Al FritzPatricia Gomez & Frank SeipleWalter Clay HillClifford B. HolserPerry & James JamiesonLetha & Glenn JosephsonDee LaceyCarol J. Hanna, M.D.& Pamela J. Lee, Ph.D.Linda & Wayne Lewis

BALANCE SHEETFiscal years ending December 31, 2010 & 2009ASSETS 2010 2009Cash & Cash Equivalents $4,526,417 $5,393,308Investments $26,148,403 $22,402,300Contributions Receivable & Prepaid $21,952 $17,261Real Estate Held for Sale $300,000 $10,000Furniture & Equipment (less depreciation) $9,447 $16,495Future Interests & Other Assets $299,094 $277,148

TOTAL $31,305,313 $28,116,512

CURRENT LIABILITIESAccounts Payable & Deferred Revenue $293,268 $384,334Organization Funds $3,183,288 $3,157,892Net Assets $27,828,757 $24,574,286

TOTAL $31,305,313 $28,116,512

2010 Audit Will Be Conducted by Caliber Audit & Attest, LLP. Audited statements available at the Community Foundation Office after May 15, 2011. Form 990 available on website, www.sloccf.org.

FY 2010 REVENUE & SUPPORTContributions $1,861,447Grants from other Foundations $131,482Other Operating Income $10,827Interest & Dividends $2,738,956Program Revenue $39,500

TOTAL $4,782,212

FY 2010 GRANTS & EXPENDITURESGrants to the Community $843,846Foundation Operating Expenses $878,410Special Fund Expenses* (194,515)

TOTAL $1,527,741

* Some funds incur expenses other than grants such as fund raising costs, awards, special events costs, etc.

PO Box 1580San Luis Obispo, CA 93406

(805) 543-2323 phone(805) 543-2346 faxinfo@sloccf.orgwww.sloccf.org

GRANTS BY AREA

TOTAL $843,846

Des

igne

d by

Ver

din

Mar

ketin

g In

k

2010 FINANCIALS

8 SAN LUIS OBISPO COUNTY COMMUNITY FOUNDATION 2010 ANNUAL REPORT

101

101

1

1

46

46 46

41

41

41

1

101

North County$264,938

Coastal$94,620

South County$151,393

San Luis Obispo$312,248

Out of County$123,007

GRANTS BY REGION

’01 $4,256,079 ’02 $11,949,937 ’03 $15,308,969 ’04 $16,901,280 ’05 $19,068,093 ’06 $24,589,026 ’07 $25,938,114 ’08 $20,027,554 ’09 $24,416,200 ’10 $27,054,092

2001 2002 2003 2004 2005 2006 2007 2008 2009 20100

5,000,000

10,000,000

15,000,000

20,000,000

25,000,000

30,000,000$30M

$25M

$20M

$15M

$10M

$5M

$0

ENDOWMENT GROWTH

GRANTS TO THE COMMUNITY

’01 $256,629 ’02 $418,380 ’03 $457,150 ’04 $1,697,998 ’05 $2,400,097 ’06 $3,368,805 ’07 $2,565,972 ’08 $2,263,848 ’09 $1,197,029 ’10 $843,846

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010

$3.5M

$3M

$2.5M

$2M

$1.5M

$1M

$500K

$00

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

3,500,000

Scholarships $128,311

Recreation $6,810

Human Services $246,936

Health $28,360

Education $104,083

Arts & Culture $141,838

Community Enhancement

$24,635

Environment $90,500

Faith-Based Organizations

$57,961

Historic Preservation

$14,412