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Board Chair/CEO Retreat May 13 and 14, 2010 Hosted by Silicon Valley Community Foundation

Contents: Page 1 – Welcome Letter Page 2 – Agenda Page 4 – League Revenue Expense Statement Page 6 – Major Accomplishments Page 12 – CF Fundamentals Participant Evaluation Page 15 – CF Profiles

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April 29, 2010 Dear Colleagues, I am writing to welcome you to the annual Board Chair & CEO Retreat sponsored by the League of California Community Foundations on May 13 and 14. Many thanks to our friends at Silicon Valley Community Foundation for hosting our gathering and to the Retreat Planning Committee for their exceptional assistance. We anticipate the retreat will provide an important opportunity for us, as community foundation leaders, to share our views on the significant implications of the current economy on our communities, nonprofit organizations and our own foundations. An agenda and meeting materials are included in the retreat packet. I look forward to joining you for dinner at the Westin Palo Alto on Thursday evening, May 13, at 6:30 p.m. in the Siena/Carrara room. As usual, dress is casual for the retreat and dinner. If you have any questions prior to our meeting, please feel free to contact the League Office at 707.586.0277. See you in Mountain View!

Lance Linares, Chair League of California Community Foundations and Executive Director, The Community Foundation of Santa Cruz County

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LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS BOARD CHAIR & CEO RETREAT May 13 and 14, 2010

AGENDA

Time Thursday, May 13 - Agenda Item Who/How

1:40 Transportation (vans) to SVCF from Westin Palo Alto

2:00

Meet and Greet

Review Meeting Purpose & Agenda

Self-Introductions

Logistics/Reminders for Days 1 & 2

Q&A

Lance Linares,

LCCF Chair

2:30 BREAK

2:45

CEO Business Meeting

Topics to include:

First quarter budget updates

Disaster contributions to CFs

National Standards reconfirmation

Impact Piece

IRS audit update

Board Liaison to League

CF Fundamentals Evaluation Summary

Open discussion

Lance and Patricia

Board Chair Meeting

Topics to include:

Board roles

Board recruitment

Board engagement

Communications between the League and CF Board Members

National Standards Reconfirmation

Open discussion

Alan

4:45 Adjourn and SVCF Tour

5:00 Return transportation to Westin Palo Alto

6:30 Dinner – Westin Palo Alto, Siena/Carrara Room

Discussion

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Time Friday, May 14 - Agenda Item Who/How

8:15 Transportation to SVCF from Westin Palo Alto

8:30

Meet, Greet, Eat Breakfast - Overview of the Day

Follow-up from table talk discussions

Legal Updates

Lance and staff

Morning Discussion Points – Relevancy & Working Together to Make a Statewide Impact

9:00

Ensuring Community Foundations’ Relevance in a Troubled State

Changing demographics

The state’s broken budgeting process

Massive needs – limited CF resources

Competition in the philanthropic space

Implications for grantmaking, leadership, donor development

Promising approaches/innovations

Facilitated large

and small group

discussion

10:15 BREAK

10:30

Achieving Statewide Impact

What does “working together” mean (broadly)?

Why do we think working together is important? Potentially impactful?

What (unique) assets do we bring to the table as a collection of community

foundations?

What conditions would we look for in an opportunity to work together?

What has helped/hindered previous efforts to work together? Which

hopefully will answer the question - What do we need to do to assure that we

succeed this time?

Testing our thinking: Jobs and Economic Development in Communities across

California, as well as other ideas

Keeping it real; moving forward; resources required and next steps.

11:30 LUNCH

Afternoon Discussion Topics for Breakout Groups

12:15

Table 1: How are CFs responding (short term/long term) to nonprofits in

crisis?

Table 2: What is working best with Donor Engagement – both with

attracting new donors and engaging existing donors?

Table 3: What are the important initiatives and policy issues CFs

can/should be considering in our communities?

Table 4: How are we handling UPMIFA and donor reactions to our

position?

Table 5: Micro-finance and community foundation roles (Dan DeSantis)

Table 6: TBD

1:30 Report out - Q&A

2:15 Open Discussion

2:45 Adjourn and transportation to Westin Palo Alto

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LEAGUE Revenue/Expenses

First Quarter

Notes: INCOME

1. Member dues are off by $12,750 as one member will be paying the fully

allocated amount in July; we may also be getting some additional fees if

non-members join the League

2. Fee offset from cash reserve will only be allocated as it is needed – probably beginning close to

mid-year

3. Fees are those received for the CF Fundamentals course at the end of the first quarter. The

course was fully subscribed and the total fees received will be shown in the April financials.

4. Grants – this is the $15K grant from Marin CF to help offset costs associated with CF

Fundamentals

5. Investment Income – greater than budgeted as of the first quarter

EXPENSES

1. Consultant Costs – are within budget

2. Operating Costs – below budget, although the support fee is higher than anticipated

3. Travel and Business Expenses – below budget, but will increase next quarter with CF

Fundamentals, staff meetings and the May retreat

4. Member Convening – This will also increase in the next few months and will include the $6K COF

fee for Fundamentals and the May retreat

5. Unanticipated Expenses - Some of this will be used to cover the Impact Piece expenses in the

ensuing months.

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LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS

REVENUE EXPENSE STATEMENT

1st Qtr 2010 YTD % YTD of Budget

Budget FY 2010

Budget vs. YTD

REVENUE

Member Dues $157,250 93% $170,000 -$12,750

Fee offset from cash reserve $0 0% 130,000 -$130,000

Fees1 $6,150 0 $6,150

Grants1 $15,000 0 $15,000

Investment Income $6,435 80% 8,000 -$1,565

Total Revenue $184,835 60% $308,000 -$123,165

EXPENSES

Consultant Costs

Sr Staffing $26,250 24% 108,000 $81,750

Operations, finances/ logistics $27,750 26% 108,600 $80,850

Research & member service $5,200 21% 25,000 $19,800

Website management $500 21% 2,400 $1,900

Other / special projects $900 18% 5,000 $4,100

Total Consultancy Costs $60,600 24% 249,000 $188,400

Operating Expenses

Telephone $539 11% 5,000 $4,461

Printing $0 0% 1,500 $1,500

Supplies - convening $134 27% 500 $366

Postage and Shipping $43 9% 500 $457

Website $0 0% 1,000 $1,000

Fiscal agent fee (support fee) $3,774 34% 10,950 $7,176

Other $0 0% 1,250 $1,250

Total Operating Expenses $4,490 22% 20,700 $16,210

Travel & Business Expenses

Meals $0 0% 300 $300

Mileage, tolls, parking $230 31% 750 $520

Airfare $0 0% 2,500 $2,500

Lodging $0 0% 1,500 $1,500

Total Travel & Business $230 5% 5,050 $4,820

Member Convening

Meeting Costs $1,000 10% 10,000 $9,000

Catering $0 0% 4,500 $4,500

Other $0 0% 1,000 $1,000

Total Member Convening $1,000 6% 15,500 $14,500

Unanticipated Expenses

2009 Fee reimbursement $0 0% 2,750 $2,750

Other $0 0% 15,000 $15,000

Total Other/ Unanticipated Expenses $0 0% 17,750 $17,750

Total Expenses $66,320 22% $308,000 $241,680

EXCESS REVENUE (LOSS) $118,515

$0

1 CF Fundamentals

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Major Accomplishments and Activities May 2009 to April 2010 The League plans and executes a wide range of activities on behalf of members and to advance the interests of the state’s community foundations. This document summarizes the primary ways League resources have been spent in the last twelve months.

Overview

The continuing economic crisis is affecting families, communities and nonprofit organizations across the state. Community foundations across California have responded to the impacts of the down economy in a number of ways. With reduced assets and spending, funders will be well served by sharing their strategies and learnings in order to ensure the most effective interventions and the highest level of fiduciary responsibility.

Recognizing the severity and likely long duration of the current economic climate, the League’s leadership has reduced the organization’s budget; refocused programs and services on the highest priorities; and implemented a range of peer-exchange opportunities designed to inform members and maintain effective communications during this challenging time.

The following pages describe the activities of the League during the past twelve months.

Member Services

The League provides a range of member services designed to share practice-relevant knowledge, promote collegiality, and inform members’ decision making during this period of unprecedented challenges for our communities and our institutions.

Information & Referral

League staff fielded requests for information on topics relating to many functional capacities of community foundations, including:

Governance

Board Membership Policy

Grantmaking & Community Leadership

U.S. Census

California Constitutional Convention

First 5 Commission

Scholarship Reporting

Management & Administration

Charitable Gift Annuity Programs

Real Estate Management

Audit Fees

Investment Consultant Guidelines

Asset Allocation for California Community Foundations

Marketing & Communications

Communications During Difficult Economic Times

Annual Report

Peer Exchange Teleconferences (see attached)

League Directory and Database

The new database, created in 2009, greatly simplified the production of the printable online member directory, with names, titles, and contact information for staff at all member foundations. League staff will be updating the directory this summer, ensuring that the database is also kept current as members adjust staffing to adapt to economic realities. The new database allows League staff to more efficiently communicate through targeted messaging to member staff in specific functional areas. This is especially important in organizing and promoting knowledge exchange among specific groups throughout our membership, including teleconferences and other peer learning opportunities.

Member Profiles

League staff is collecting and compiling League member profile data for distribution at the Board Chair/CEO Retreat and to update the public profile section of the League website.

Special Projects

As circumstances dictate, the League undertakes specific, time-limited projects that provide important services to our members.

CF National Standards Compliance Recertification

Diana Doyle, Sharon Post and Patricia Jones are acting as COF Standards Reconfirmation liaisons. They conducted three teleconferences and participated in several COF webinars/teleconferences. League staff compiled a list of reconfirmation dates for all members, including Standards representatives at each foundation, which was distributed to encourage networking. League staff will be scheduling further teleconferences as the due dates approach.

Topic-Specific Convenings – PRI, Wells Fargo, CAMEO

Based on the interest expressed from the Program Related Investment Teleconferences, League staff worked with the California Association for Micro-Enterprise Opportunity (CAMEO) – as suggested by one of our members. Two events resulted from this work – a meeting with interested League Members and Wells Fargo Bank and another meeting with additional banks and intermediaries – both regarding micro-lending opportunities.

League Governance and Sustainability

Since its inception, the League has operated with the greatest emphasis on service quality, efficiency and long-term sustainability. The current strategic plan, adopted in February 2008 was based on an external (business) environment that has changed in dramatic and fundamental ways. Accordingly, the League staff and its members have worked to reduce the financial burden on members while adding low-cost programs and services designed specifically for each community foundations current circumstances. Specifics are described below.

Budget and staffing

In response to the economic downturn, League staff, in close cooperation with the Steering Committee, made adjustments to the League’s budget and staffing levels. The 2010 budget remains at the same level as the 2009 budget which was 36% below 2008. The 2009 revenue/expenses resulted in a net zero budget.

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Standing committees

To reduce the staffing costs (as well as commitments of members’ time), the League has placed its standing committees (Knowledge Management, Public Policy, Strategic Partnerships) on “as-needed” status. The Committees will meet as needed to vet opportunities, respond to League members’ needs, evaluate funded projects, and advise staff regarding actions.

Steering Committee The Committee (also serving as the Network Committee) continues to meet regularly to oversee the League’s budget, staffing and member services.

Community Foundation Fundamentals

Through generous support from the Marin Community Foundation, the League offered the CF Fundamentals Course on April 14, 15 and 16, 2010 at a substantial discount. Thirty-six representatives from twelve League member foundations and four participants from two non-member foundations took advantage of the 2 ½ day course in Marin County. This year COF is offering the course only in Washington, D.C.

The lead faculty were Diana Sieger, President of Grand Rapids Community Foundation, with Stuart Appelbaum, former Vice President of Development and Donor Services at the Minneapolis Foundation. In addition, COF sent Kelly Shipp Simone, Senior Staff Attorney.

Overview Community Foundation Fundamentals is designed to help staff and Board members quickly comprehend organizational essentials including:

History of the community foundation movement Basic information on governance, resource development and donor relations Key legal and legislative issues and information on grantmaking Community leadership and fiduciary responsibilities

In addition, the course provided valuable resources and enabled participants to establish new professional contacts.

Community Foundation Impact in California

At the request of members, the League is developing a comprehensive assessment of the cumulative impact of community foundation work in California. This work will generate a report that will help “tell the community foundation story” and serve as a reference and outreach resource for the League and its member community foundation. Completion is estimated in Q4 2010. The Impact Committee consisting of Hugh Ralston, Lisa Dobey and Bob Kelly have recommended the following: Purpose and Audiences

League members – demonstrates internally and externally the value of being part of a larger movement that is defined; provides means to identify and promote strategic priorities.

Funders – demonstrates the CF collective power and impact; assists in identifying funding partners; creates ability to tell the story well.

Larger Philanthropic Community – promotes League as significant player in supporting policy positions important to the field.

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Research Needed

Discern the data the League has and needs from members and recent members (El Dorado, Humboldt, Napa, and North Valley). Use Hugh’s work and the Michigan Community Foundations Data Book as a template for research items.

Production

Contact marketing group familiar with CFs and has the ability to distill large amounts of information into short, captivating 4-8 page piece with electronic data sources and the ability to update with minimal expense.

Other

Create distribution and evaluation plan.

Disaster Response and Community Foundations

CaliforniaVolunteers is developing a plan to receive, manage, and distribute financial contributions that are received by the state in the aftermath of a disaster to support disaster-related activities in affected areas. The vision for this plan includes a significant role for community foundations around the state. Although The San Francisco Foundation and others have had an opportunity to give input informally, CaliforniaVolunteers is establishing a small working group to develop the plan more fully this spring. The working group will include three community foundations as well as other key stakeholders. CaliforniaVolunteers will be working with the League to identify community foundations to participate in the working group representing the diversity of our sector across the state (urban and rural settings, different foundation sizes, etc.).

Membership Outreach

At the direction of the Steering Committee, League staff met by telephone with five established community foundations that are not currently members. These are: Coast CF, Placer CF, Rancho Santa Fe Foundation, Desert CF and CF for San Benito County. Each of the organizations welcomed the outreach from the League. Four of these organizations (Desert, Placer, Santa Fe and San Benito) meet the League’s membership criteria and are considering League membership.

Member dues

For a second year, the leadership of the League, recognizing the stress on members’ administrative budgets, reduced dues by making use of approximately one-third of the League’s $420,000 operating reserve. Once again, League services in 2010 and 2011 will focus on core programs, including the Information and Referral (I&R) service, peer exchange conference calls, specialized trainings (i.e. UPMIFA, FAS117, etc.), in-person meetings, National Standards recertification assistance, and a Board Chair & CEO Retreat.

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Peer Exchange Teleconference Update - April 2010 Purpose

The purpose of the Peer Exchange Teleconferences is to provide low-cost, high-impact exchange of ideas among colleagues around practice issues. This work evolved out of the League Fall 2008 Conference and the Strategic Plan/Knowledge Management Committees’ recommendations to use teleconferences as a means to increase the channels of communication among League members.

Summary The teleconferences began in November 2008 and focused on emerging economic conditions. In response to members’ decreasing travel and education budgets, the Knowledge Management Committee recommended that the League continue to host peer-exchange teleconferences. Sixteen teleconferences took place from May 2009 to April 2010, with topics including: Crafting an Annual Report, UPMIFA, Information for New League CEOs, National Standards, PRIs (101 and Case Studies), Board-Only, and the U.S. Census. Some of the teleconferences were planned as presentations with Q&A (utilizing expertise from within the membership and occasional guests), while others were designed primarily as vehicles for open discussion among peers. Alan Pardini, Patricia Jones, and Sharon Post, League Staff, facilitated the calls and transcribed notes. The notes were combined from teleconferences on the same topics and were distributed to all participants. All session notes, except the Board-only, and supporting materials are posted on the League website at:

http://www.lccf.org/member/members/samquer_teleconf.html

Participation One hundred and fifty members from 24 member foundations participated in the teleconference calls.

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Teleconference Participation

Group # Participants #

Foundations CEO Sr. Staff Staff Board

Crafting an Annual Report

June 11 5 5 0 2 3 0

UPMIFA

June 23 7 7 5 1 1 0

June 24 12 7 3 6 0 3

New League CEOs

August 4 4 4 4 0 0 0

National Standards

September 9 8 6 4 2 2 0

September 10 5 3 0 1 4 0

October 29 14 10 3 6 8 0

April 28 21 14 4 10 7 0

PRI Teleconferences

October 21 20 11 2 9 6 3

November 4 16 8 1 11 2 2

Board Only

June 3 6 4 0 0 0 6

November 10 8 7 0 0 0 8

November 12 7 3 0 0 0 7

March 23 3 3 0 0 0 3

March 24 6 4 0 0 0 6

U.S. Census

March 24 8 16 2 7 7 0

TOTALS

150 24 28 55 40 38

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COMMUNITY FOUNDATION FUNDAMENTALS

April 14 – 16, 2010

PARTICIPANT EVALUATION SUMMARY

5 (high) 4 3 2 1 (low) Mean

DAY ONE

Overview 22 12 4 0 0 4.47

Community Foundation Movement 23 11 4 0 0 4.50

Governance 22 11 5 0 0 4.45

Resource Development: Donors 26 10 2 0 0 4.63

Resource Development: Gifts 23 13 2 0 0 4.55

DAY TWO

Resource Development: Donor Relations 20 12 0 0 0 4.63

Legal and Legislative Issues 24 7 1 0 0 4.63

Stewardship, Accountability and Fiduciary Responsibilities (Part I)

15 11 1 0 0 4.52

Stewardship, Accountability and Fiduciary Responsibilities (Part II)

15 11 1 0 0 4.52

DAY THREE

Grantmaking & Community Leadership (Part I) 15 8 1 0 0 4.58

Grantmaking & Community Leadership (Part II) 20 6 2 0 0 4.64

OVERALL

Expectations for the course were met 24 5 2 0 0 4.71

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General Evaluation of the Entire Course:

Excellent – quality content!

Excellent format – engaging and comprehensive.

It was good, but it was billed as “Fundamentals” yet was more than that. Also, it became apparent that having

a course of “fundamentals” for staff and one for board may be of value (although I enjoyed that this was for

both and I enjoyed the interaction even though the number of board members present was small).

Fabulous! Thank you for your energy, insight and expertise.

Very good overview of community foundations.

Very good – liked organization. Hard to teach to such a diverse group.

Excellent!

What an excellent way to learn more about my foundation and many others.

Interesting was the grant making styles of each foundation, the trials and tribulations that P.O. and grantee go

through. It’s not as simple as the check goes out the door.

Enjoyed very much and expertise of speakers was very apparent.

It would have been nice if:

The program could be squeezed into 1 ½ or 2 days. That is a long time to have Board members be away.

The scenarios were actual problems encountered by CF (maybe they were – not sure).

More social media discussions – strategy, implementation.

I liked the diversity of the attendees in terms of staff positions (including Board members). However, there

were chunks of the sessions that seemed not as relevant to my work. A couple of optional sessions would have

been nice.

Have each foundation represented share one or two funds or initiatives they brought to their respective

communities to show the power of community foundations and how they make a difference.

Group exercises! I enjoyed and learn lots from those.

Staff who will never use certain info (at least in depth) could have a training more focused on their area.

Room was flipped so light shines on speaker, not silhouetting them.

You would include a section on donors. They are more than just “rich” people. CFs should understand that

generally speaking these are people who have often worked extremely hard in life to attain wealth. Any

money they donate has much personal value to them and CFs should not just look at them as “rich” people.

They are people and deserve respect, dignity and appreciation for their wanting to give back. This course

should cover a session on the value of donors.

There were references to more research, best practices, case studies of how others are addressing emerging

community need, communications/partnerships and challenges with media and local newspapers, trends in

evaluating and developing programs for donor engagement. I know this is an introductory course for CF so

opportunities to reconnect and learn more would be so great.

We had moved around to other tables – more chance to meet people.

Maybe at one meal, have all the “like” attendees sit and share (Board with Board etc.).

Participants would have mixed up a little more to talk to a wider range of individuals from the other

foundations or the course was longer.

We started with program (my bias). Board members should be highly encouraged to come with their staff.

We could have a few minutes in functional groupings and also mix of large and small foundations as part of

the experience (or perhaps Board members together, staff together to work on a couple of tasks).

We had more time.

We had a few more days so some topics could be explored more deeply.

We got to elevator speech as group activity to report out.

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I think it’s always best to use examples when describing complex situations. The legal session would have gone

a lot better if real situations would have been applied.

We moved our seating assignments once or twice.

Additional Comments:

All of the faculty were excellent.

Congratulations!

I’m not sure why we needed copies of our Articles of Incorporation, Bylaws etc., but I spent time finding and

copying for all our attendees and we didn’t use them. Well organized. Materials are great and as an

“experiential learner” the mix of didactic to group exercises worked very well for me.

I would have liked to switch people I got to meet at my table.

Good Fundamental Course. Wish I would have had this three years ago when I first got onto the Board.

Certainly some sessions were dry, but overall it provided a great overall view and prospective that a Board

member needs.

Great information about the history of foundations and role we provide. I loved the real-world examples.

Thanks so much for coming to us especially the retired faculty. Stuart, enjoy your time off!

Although it was good to create groups of people with diverse backgrounds and roles in community

foundations, it may also have been interesting to create teams of board members, program staff, etc. to

discuss specific issues and present different viewpoints of those issues.

Very worthwhile!

Follow format more closely and keep to timeline.

Your activity sessions were very enjoyable and instructional.

Some of exercise answers were repetitive – maybe less time or only report out on a few.

The instruction team was informed, appropriate and effective. Outstanding!

Thank you for providing such depth and breadth. The content and style of your conference was fun, helpful

and thought provoking. I appreciate the life experience you brought to teaching, the space you made for

others in the field to share their perspectives, and the real life complexity of being part of a CF and the role

CFs play in the community.

Thanks for making this worth the time away from the office.

Love the blend of lecture with activity and case study. More case studies would have been even more fun.

Providing an online resource list will be essential to make this most effective (i.e. Stuart’s tools and charts).

I would like to see a better ratio of staff, executives, Board members and a special donor guest speaker.

It’s easy to get caught up in my own world of under management and timelines. However, after hearing from

my business partners (program and philanthropic), I felt that working together we can all make a difference.

Exceptional faculty!

I really enjoyed the long experience and real world examples shared. Sometimes it’s hard to grasp concepts in

abstract terms.

Thank you for presenting a great overview of all the component parts of CFs while not burying us in the

details.

I liked the break out/application sessions and reporting. Helped to make the material relevant and concrete.

Given the outcomes push, there should be a chapter on Evaluation B Outcomes.

Great material to take home. Interchange of ideas with other attendees was very beneficial.

Foundation Founded Assets (million)

# Board Members

# FTE Paid Staff Structure # Disc.

Grants$ Discretionary

Grants # Total Grants $ Total Grants Gifts Received (million) As of (Date)

MEMBERS

California Community Foundation 1915 1,131 20 60 Corporate & Trust 163 10,093,891 5,311 105,382,041 88 3/25/10

East Bay Community Foundation 1928 331 14 23 Corporate 24 414,000 1,772 34,400,000 32 6/30/09

Fresno Regional Foundation 1966 47.9 15 6 Corporate 41 900,000 665 6,800,000 9.5 12/31/09

Kern Community Foundation 1999 13.1 17 3 Corporate 20 204,000 208 999,123 1.5 12/31/09

Marin Community Foundation 1986 1,100 9 45 Corporate & Trust 495 33,000,000 2,845 51,000,000 23 1/1/10

The Community Foundation of Mendocino County 1993 11 17 2.5 Corporate 209 310,787 290 563,081 1 6/30/09

Community Foundation for Monterey County 1945 127.5 18 22 Corporate 157 2,479,539 661 5,617,803 11.4 12/30/09

Orange County Community Foundation 1989 120 12 15.5 Corporate 220 1,600,000 1,910 19,200,000 26.8 12/31/09

Pasadena Community Foundation 1953 26.8 11 3 Corporate 58 648,782 1,841 3,372,062 3.6 12/31/09

The Community Foundation Serving Riverside & San Bernardino Counties 1941 52 21 7.3 Corporate 76 755,000 740 3,500,000 3.7 12/31/09

Sacramento Region Community Foundation 1983 91.6 16 9 Corporate 30 446,200 957 5,143,040 5.4 12/31/09

The San Diego Foundation 1975 428.7 29 45.15 Corporate 79 2,121,000 4,182 60,680,000 32 6/30/09

The San Francisco Foundation 1948 904.5 12 46 Corporate 923 20,700,000 5,498 80,400,000 113 6/30/09

San Luis Obispo County Community Foundation 1998 28.1 15 4.6 Corporate 144 582,945 326 1,232,762 3.8 12/31/09

Santa Barbara Foundation 1928 254.8 18 25 Corporate 1,490 10,402,474 3,691 21,560,151 13.2 12/31/09

The Community Foundation of Santa Cruz County 1982 44.6 18 11.9 Corporate 87 874,380 586 3,950,553 5.9 12/31/09

Shasta Regional Community Foundation 2000 10.4 13 4.2 Corporate 0 0 159 1,476,000 4.1 6/30/09

Silicon Valley Community Foundation 2007 1,760 20 87 Corporate 571 11,918,345 9,293 249,546,958 241.8 3/25/10

Solano Community Foundation 2000 8 9 3.25 Corporate 60 26,717 143 941,963 1.9 12/31/09

Community Foundation Sonoma County 1983 129 21 12 Corporate 70 1,197,787 963 12,743,203 21 12/31/09

Sonora Area Foundation 1989 25 9 2.5 Corporate 47 547,000 338 1,803,000 2.5 12/31/09

Truckee Tahoe Community Foundation 1998 12.5 11 3.5 Corporate 56 474,150 299 1,797,435 1.6 6/30/09

Ventura County Community Foundation 1987 98.2 15 13.75 Corporate 33 156,125 797 4,804,421 4.8 2/18/10

Community Foundation of the Verdugos 1956 7.5 16 2.75 Corporate 19 92,868 375 627,808 0.4 3/31/10

TOTALS 6,763.2$ 376 457.90 5,072 99,945,990$ 43,850 677,541,404$ 651.90$

2009 COMMUNITY FOUNDATION PROFILES

Collected April 2010 - League of California Community Foundations

LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONSPO Box 1638 · Rohnert Park, CA 94927 Phone: 707.586.0277 · Fax: 707.586.1606www.lccf.org April 2010

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