2016 ANNUAL REPORT

6735 Herndon Place, Suite BStockton, CA 95219(209) 943-2375

assistant@cfosj.orgwww.cfosj.org

Photo by Rich Turner Photography

“Opportunities are like sunrises. If you wait too long, you miss them.”

Build. Benefi t. Believe.

Community Foundation of San Joaquin continues to grow:

• Funds increased – we added 15 new funds for a total of 116 funds• Grants increased – we granted $1.4 million to local, regional, national, and international

nonprofi t charities• Assets increased to $10 million• Sixth Annual Community Philanthropy Summit - co-hosted with the Lodi

Community Foundation• Ninth Annual Super Bowl Raffl e – 32 local agencies raised over $460,000 thanks to the

generosity of the Alex and Faye Spanos Family and ticket buyers everywhere• Third Annual Cool Cats and Barking Dogs Event- Spanos Family and Companies opened their

home once again for this unique fundraiser that benefi ts the Stockton Animal Shelter• Fiscal Sponsorships – for the Reinvent South Stockton Coalition, the South Stockton Schools

Initiative, Community Connections, Coalition for a CSU Stockton, and The Eleanor Project• Foundation Center Online – introduced new grant research service

We were delighted to welcome new members to our Board of Directors - Karen Bensch of Stockton in 2016 and Mary-Elizabeth Eberhardt of Stockton in 2017.

As I head into retirement, I’m aware that fund raising and philanthropy have made for an interesting and challenging career, to say the least. Over the years, many have asked me, “How can you ask people for money? I just can’t do that.” Well, early on I fortunately learned a valuable lesson – it wasn’t about me. Working as a team with board members, volunteers and staff, we asked caring, giving people to help others – and they responded. There are too many to acknowledge here, but my sincere appreciation goes to several who step up time and time again for a multitude of causes – the Spanos Family, Pat and Cheryl Patmon, David and Kandy Vaccarezza, Dianne and Gene Gini, Lynne Davis, Ted and Stefanie Leland, Duane Isetti and Bob and Janet Kavanaugh. Please continue to support our Board led by the also soon to be retired Ted Leland, new CEO and President, Moses Zapien, and talented staff including Melissa Flores and Lizette Smith. I am indebted to each of them – and all the current and past Board and Committee members – for their years of support, encouragement and teamwork.

It seems fi tting that my fi nal farewell will come at the Community Foundation of San Joaquin. I couldn’t be more grateful to have had the opportunity to help lead this organization or more proud of our accomplishments. CFOSJ is here to stay and, through philanthropy, Build, Benefi t, and Believe for years to come.

MESSAGE FROM OUTGOING CEO

Lizette Smith

Controller

Melissa Flores

Executive Assistant

BOARD OFFICERS & DIRECTORS

Treasurer

Teresa Mandella

Chairperson

Dr. Ted Leland

Vice Chairperson

Cynthia Souza

Secretary

Colleen Stewart

IncomingCEO & President

Moses Zapien

Director

Scott Beattie

Director

Karen Bensch

Director

Mary-ElizabethEberhardt

Director

Julie DeAraujo

Director

Duane Isetti

Outgoing CEO

Linda Philipp

2

Ambassadors of Peace FundYusuf A. Bargoma Fund for the ArtsMary and Dan Bava FundBeattie Family Charitable FundJoan C. Beattie Memorial Fund Lorna L. Boothroyd FundRobert and Becki Brown Family Charitable FundC B Merchant Services Charitable FundC. Joseph and Helen Crane Family FundChispita FundNelson and Lynne Davis Family FundKevin and Julie Dougherty Family FundMichael P. Duffy Family FundFunamura/Loy Family FundGrewal Family FundErnest & Victoria Gribaudo Family FundJim and Kathy Hanley Family FundJohnson Family FundKavanaugh Family FundTed and Stefanie Leland Family FundLiguri Nel Mondo Charitable Fund

Alpha Psi FoundationAnimal Friends Connection Humane SocietyAnimal Protection LeagueARC San JoaquinAspire Public SchoolsArt Expressions of San JoaquinCentral Valley Youth SymphonyChild Abuse Prevention Council of San Joaquin CountyChildren’s Museum of StocktonCommunity Center for the Blind and Visually ImpairedCommunity Partnership for Families of San JoaquinCompassion for Animals FundDelta College FoundationEmergency Food Bank of StocktonFamily Resource and Referral CenterFriends OutsideHabitat for HumanityHearts of Harvest FoundationIMPACTIndian Association of San Joaquin CountyKiwanis Club of Stockton FoundationMcHenry House Tracy Family Shelter

DONOR ADVISED FUNDSAllows the donor to donate now, grow funds and recommend specifi c grants at a later time

AGENCY FUNDS A simple, effi cient way to grow assets for nonprofi ts

3

Funds by Year

2008 2009 2010 2011 2012 2013 2014 2015 20161 2 11

2539 58

80 101 116

Mandella Family FundSandra Mazzuola FundMoreHeart FundCharles Gordon Patmon and Dorothy Norris Patmon Perpetual Memorial Fund Paul and Irene Perkins Family FundPetrick Charitable FundLawrence and Linda Philipp Family FundBill Pollard Scholarship FundSan Joaquin Society for Human Resource Management FundDon and Sue Shalvey Family FundLouis and Audrey Shoneff Charitable FundThe Shores Family FundBrian Matthew Stocker Charitable FundSupport Stockton PD FundTSH Fund John R. and Francesca Vera Family FundNishka M. Yudnich Fund

one.TLC School for Homeless Children FoundationPixie Woods, Inc.Rainbow School Inc. Nonprofi tSan Joaquin County Bar FoundationSan Joaquin County Offi ce of Education Educational FoundationSan Joaquin Medical Society Scholarship Loan FundScoop Ministries, Inc.Silver Lake Campers AssociationSt. Mary’s Dining RoomSeeds to the WorldStockton Athletic Hall of FameStockton Athletic Hall of Fame Building FundStockton Athletic Hall of Fame Jester’s FundStockton Athletic Hall of Fame O’Keefe Scholarship FundStockton Athletic Hall of Fame Scholarship FundStockton BeautifulStockton Civic TheatreStockton Impact CorpsStockton Shelter for the HomelessStockton Unifi ed School District 1852 Foundation The First Tee of San Joaquin

The Foundation for Strong Families & Strong CommunityThe Stockton Fund for AnimalsTracy Learning CenterWest Side Pioneer AssociationWomen’s Center Youth and Family ServicesYMCA of San Joaquin County

AGENCY ENDOWED FUNDS Long-term funding mechanism to create sustainabilityAnimal Friends Connection Humane Society Endowment Assistance League of Stockton Endowment Boys & Girls Club of Tracy Endowment Grand Foundation Endowment Hospice of San Joaquin Endowment Library and Literacy Foundation for San Joaquin County Endowment LOEL Senior Center Endowment Pixie Woods Inc. Endowment SAIL Endowment San Joaquin County Child Abuse Prevention Council Endowment

LIST OF FUNDS

DESIGNATED FUNDS Provide support to a specifi c nonprofi t or areaBoard of Directors/Founders FundCFOSJ LLC City of Tracy Community FundCommunity Philanthropy Summit Jester’s Club Athletic Scholarship FundSuper Bowl Raffl e

FISCAL SPONSORSHIPCommunity ConnectionsCoalition for a C.S.U. StocktonThe Eleanor Project

FIELD OF INTEREST FUNDSCommunity Health Fund

RIPON COMMUNITY FUNDKenneth and Margaret De Jong Memorial Fund Love Ripon Fund

LEGACY SOCIETYPlanned gifts for charitable causes for the benefi t of future generationsDuane Isetti – FBO United WayRobert V. and Janet S. KavanaughFrank and Teresa MandellaCharles G. Patmon III and Cheryl L. PatmonMichael and Cynthia Souza

Several Donor Advised Fund Holders made grants this year to support University of the Pacifi c Athletics and the Pacifi c Athletic Foundation.

Cheryl Patmon and Pam Cook of Rainbow School with Linda Philipp, CFOSJ. Rainbow School Nonprofi t Inc.

Agency Fund helps to support teachers and students.

Grants Made by Year2012

$467,040

2013

$672,899

2014

$1,103,462

2015

2016

$1,187,004 $1,381,165

2011

$148,600

2010

$129,800

2009

$3,000

GRANTSTotaled $1,381,165 in 2016

Learn more aboutgrantseeking resources

for nonprofi ts.

Call us at (209) 943-2375

COMMUNITY FOUNDATIONOF SAN JOAQUIN IS NOW A

4

Animal Welfare13%

Social Services14%

Children & Youth5%

Health6%

Community51%

Education5%

Women & Families1%

Arts & Culture1%

Scholarships2%

International1%

Religious1%

5

CFOSJ EVENING OF GRATITUDE

5

The Community Foundation of San Joaquin held its Annual Evening of Gratitude to recognize outgoing and incoming Board Members, thank fund holders for their participation and support, and acknowledge grants made. Bowman and Company was awarded the third Community Partner Award in recognition of their legacy of community involvement and their giving as a fi rm and as individuals.

Fund Holders Lynne Davis and Sandy Stoddard of Hospice with CFOSJ Volunteers Gigi Imeson and Jeanne Primack.

Outgoing Directors Robert Kavanaugh, and Charles “Pat” Patmon were recognized by Linda Philipp, CEO

and Cynthia Souza, Board Chair. Not pictured Outgoing Director, Dave Vaccarezza.

Association of Fundraising Professionals California Capital Chapter San Joaquin Extension Meeting

Empowering Young Women 2016

Library and Literacy Trivia Bee, 2016 LOEL Senior Center 40th Anniversary, 2016

First Foundation Center Online Training, 2016

Bowman and Company the recipients of the third Community Partner Award.

Frank Mandella with CFOSJ Board and Committee Members, Teresa Mandella, Mary Bava and Duane Isetti

6

THANK YOU!Over $460,000 was raised for thirty two participating

agencies thanks to Alex and Faye Spanos and Family and

everyone who bought a ticket!

The Spanos Family and Companies stepped to the plate again by hosting the 3rd Cool Cats and Barking Dogs benefi t for the Stockton Animal Shelter at their Villa Angelica home.

Animal Shelter supporters, Daryl Petrick, Cindy and Ryan Foster

Animal Protection League’s, Jackie Ronzone presented the 2016 Local Hero Award by Stockton Police Chief Eric Jones

Phillip Zimmerman, Stockton Animal Shelter Manager & Alexis Spanos Ruhl, CCBD Chairperson

David McCray, one of the six grand prize winners, won two tickets to Super Bowl LI and $2,000 cash.

Faye Spanos & Rob Stewart, KVIE’s “Rob on the Road”

COOL CATS AND BARKING DOGSA Benefit For The Stockton Animal Shelter

National Philanthropy Day (NPD) Outstanding Volunteer Fund Raisers Laura and Randy Heinitz with Becky Burnett, CEO of Hospice of San Joaquin (far left) and Diane Vigil, NPD Award

Committee Chairperson.

Keynote Speaker, Jim Eskin, CFOSJ and LCF Board Member Colleen Stewart & John Ledbetter Lodi Community Foundation Chairperson

NPD Outstanding Philanthropic Corporation, Taylor Farms,

award accepted by Robin Lopez

NPD Outstanding Philanthropist, Alex G. and Faye Spanos Family, represented by Dea Spanos Berberian and Faye Spanos,

congratulated by Diane Vigil & Linda Philipp

District Attorney, Tori Verber-Salazar leading the Community Challenges and

Opportunities discussion on Homelessness

CFOSJ Treasurer Teresa Mandella with nonprofi t leaders Joelle Gomez, Jennifer Jones and Krista Fiser

Tim Daly leading a breakout session on “How Non Profi ts can take advantage of News Media Opportunities”

Donors, community benefi t organization leaders, and professional advisors gathered at Lodi’s Hutchins Street Square in November. This annual educational conference is co-sponsored by the Community Foundation of San Joaquin and the Lodi Community Foundation.

THURSDAY, NOVEMBER 9, 2017 • www.philanthropy-summit.comTHE DATE

The Community Foundation of San Joaquin exists to support and strengthen our community’s charitably-minded people and the causes that matter most. CFOSJ provides leadership, promotes a culture of giving, and cultivates resources that address the needs of our community. Just as a pillar serves to strengthen a structure, members of our Pillar Society will be the mainstay of our organization for years to come.

Thank you to our Pillar Society Members:Scott and Kathy BeattieDuane IsettiRobert and Janet KavanaughDr. Ted and Stefanie Leland

Teresa and Frank MandellaLarry and Linda PhilippCharles and Cheryl PatmonRosalio and Ana Zapien Family

Connect With Us Online!Get in the Know! Learn about our services, fi nd information about upcoming

events, make a donation online, and more.

“Like” our Facebook page to see what CFOSJ is up to on a day-to-day basis. You’ll fi nd links to fund raising and planned giving articles, photos of CFOSJ in the community, and information about our

philanthropic partners.

www.cfosj.org

www.facebook.com/TheCommunityFoundationofSanJoaquin