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Updates

MCF NewsUpdates › 2008 in Review

In 2008, MCF made $60,802,431 in grants to support a wide range of efforts in Marin County, throughout the U.S., and around the world. These grants were made from MCF's discretionary funds, supporting organizations, and Family and Community Funds.

2008 in Review

Grants Made in 2008

In 2008, MCF made $60,802,431 in grants to support a wide range of efforts in Marin County, throughout the U.S., and around the world. These grants were made from MCF's discretionary funds, supporting organizations, and Family and Community Funds.

Click on the icon next to each grant category to download a list of grants made in 2008.

MCF's 2008 Audit

To download a copy of the Foundation's Consolidated and Combined Financial Statements for the fiscal year ended on June 30, 2008, click on the icon below.

 

New Funds Opened in 2008

In 2008, 42 new funds were opened by individuals, families, and nonprofit groups. MCF is grateful for the trust placed in us to help them fulfill their charitable goals.

Donor-Advised Funds Opened in 2008
 

A
AliBier In Memory of Max Meyer Fund
Anonymous Fund (2)
Arnold and Lois Pieri Fund
B
Benjamin Tanner Fund
Brian Moats Fund
C
D
Debra Wetherby Fund
Diane and Joseph Stemach Charitable Fund
E
Elizabeth and Ira Marlowe Fund
F
G
George W. Davis Fund
H
Helen M. Marcus and David J. Williamson Fund
Hogan Family Fund
I
J
James W. Clark Fund
Jay and Carolyn Paxton Fund
JBD Fund
Joby Fund
K
Kailash Fund
Kryzanowski Family Fund
L
Laura A. Goff Fund
M
Martin and Velia Bramante Fund
Michele and Laurence Corash LOU Fund
N
O
P
Peirce Family Fund
Q
R
Raabe Family Fund
Reliance Fund
Ruth M. Collins Fund
S
Schroeder Family Fund
Seacape Fund
Shray Family Fund
Stewart R. Mott 7007 Fund
T
U
V
W
Weinreb Segal Family Fund
X
Y
Z

Organization Funds Opened in 2008
 

A
B
C
Cal-IPC Wildland Stewardship Endowment Fund
Carlos Porrata Trusteeship Fund
Cassandra Flipper Trusteeship Fund
Committee-Advised Funds at the Marin Community Foundation
D
Diana Pellegrini Fund
E
Expectancy Funds at the Marin Community Foundation
F
G
H
I
J
K
Keiretsu Forum Charitable Foundation (SF/NB)
Kettenhoffen Endowment Fund
L
Laura Allan Fund
Lipfield-Ward Fund
M
Marin Education Fund Expendable Fund
N
O
P
Paul A. and Marjorie J. Taylor Family Fund
Q
R
Redwood Trust Employee Foundation
S
Saga Fund
T
U
Unrestricted Funds at the Marin Community Foundation
V
W
X
Y
Z

Donor-Advised Funds at the Bingham, Osborn & Scarborough Foundation (a supporting organization of MCF) Opened in 2008

Klingbeil Cornett Family Fund

Kosla Family Fund

Stephen Stublarec and Debra Belaga Family Fund

Donor-Advised Funds at the Equius Foundation (a supporting organization of MCF) Opened in 2008

Donna and Joseph Fogel Fund

 

Supporting Organizations at MCF

In 2008, six supporting organizations at the Foundation undertook a range of activities. These organizations, which are charitable institutions that operate under the umbrella of the Marin Community Foundation.
For more information, click on the name of each supporting organization.

 

In 2005, the San Francisco-based wealth management firm of Bingham, Osborn & Scarborough opened the Bingham, Osborn & Scarborough Foundation, a supporting organization under the umbrella of MCF that enables BOS clients to open named donor-advised funds.


Bingham, Osborn & Scarborough Foundation

It is a way for the firm's clients to incorporate charitable giving into their financial plans, with the assets they invest in their donor-advised funds managed by the clients' BOS portfolio managers, with whom they already have a relationship.

MCF takes care of all administrative aspects of the funds and makes its expertise in charitable giving available to BOS's clients.

For more information, visit www.bosinvest.com.

Board of Directors

Heather A. Hiles, The Hiles Group
Ted Mitchell, partner, Delagnes, Mitchell & Linder
Ed Osborn (chair), Bingham, Osborn & Scarborough
Norman C. Pease
Thomas Z. Reicher, Cooley Godward Kronish LLP

Donor-Advised Funds at the Bingham, Osborn & Scarborough Foundation

(* denotes funds opened in 2008)

Anonymous Fund (3)

Bingham Kearns Charitable Fund

Frederick and Christine Brown Charitable Fund

Marilyn Burns Fund

Jeffrey and Gary Dunker Fund

James and Karen Eaton Fund

Hartog Family Fund

Olivia and Thacher Hurd Fund

*Klingbeil Cornett Family Fund

*Kosla Family Fund

Parsons Family Fund

Pease Family Fund

Shirley and Robert Sanderson Fund

John and Betsy Scarborough Fund

Seavey Family Fund

*Stephen Stublarec and Debra Belaga

Family Fund

Daniel Wehmeier and Marian Beard Fund

Gifts to Funds in 2008: $1,474,710

Grants Made from Funds in 2008: $1,125,771

Detailed information on grants can be found in the lists of all grants made from the Foundation in 2008.

 

In 2007, the Novato-based wealth management firm of Equius Partners opened the Equius Foundation, a supporting organization under the umbrella of MCF that enables Equius Partner clients to open named donor-advised funds.


Equius Foundation

It is a way for the firm's clients to incorporate charitable giving into their financial plans, with the assets they invest in their donor-advised funds managed by the clients' Equius Partners portfolio managers, with whom they already have a relationship.

MCF takes care of all administrative aspects of the funds and makes its expertise in charitable giving available to Equius clients.

For more information, visit www.equiuspartners.com.

Board of Directors

Philip Jonckheer (chair), Managing Director, Equius Partners
Eda Cole, Attorney
Kathleen Foote, Attorney
Elizabeth Brown, Vice President for Philanthropic Services, Marin Community Foundation

Donor-Advised Funds at the Equius Foundation

Donna and Joseph Fogel Fund

Gifts to Funds in 2008: $105,788

Grants Made from Funds in 2008: $3,783

Detailed information on grants can be found in the lists of all grants made from the Foundation in 2008.

 
Fullerton Family Foundation (as of 6/30/08)

The grantmaking priority of the Fullerton Family Foundation, a supporting organization of the Marin Community Foundation, is in the area of education, primarily for children in grades K-12.


 Fullerton Family Foundation

The Fullerton Family Foundation's specific interests are in new or entrepreneurial approaches and private school scholarships in locations where there are insufficient public school opportunities for low-income students with high achiever skills, special talents, or potential.

It also supports vocational education and bilingualism, especially teaching English-speaking children a second language so they can communicate with other children in their community.

Board of Directors

John Fullerton, community leader, investment manager (retired)
Jessica Fullerton, community leader, former librarian (retired)
Lang H. Gerhard, president, West Highland Capital, Inc.
Marjorie Guggenhime, community volunteer (retired)
Ann Song-Hill, mediator and facilitator, former school board trustee

Grants Made in 2008: $1,583,500

Detailed information on grants can be found in the lists of grants made from the Foundation in 2008.

 
Kurland Family Foundation (as of 6/30/2008)

The Kurland Family Foundation is a newly established supporting organization at the Marin Community Foundation established by Duff and Carol Kurland. The Foundation funds programs that benefit a range of issues, including medical research, the environment, education, human needs, and the arts.


 Kurland Family Foundation

Board of Directors

Duff Kurland
Carol Kurland
Harriet Katz
June C. Minami
Dine C. Rosenberger

Gifts Made to the Foundation in 2008: $5,401,330

Grants Grants Made from the Foundation in 2008: $147,600

Detailed information on grants can be found in the lists of grants made from the Foundation in 2008.

 

Marin Education Fund, the scholarship arm of the Marin Community Foundation, is dedicated to creating educational equity. To carry out its mission, Marin Education Fund provides college access programs, scholarships, and recipient support to students of all ages.

Students who receive assistance from Marin Education Fund are from low- to moderate-income households in Marin County. These students are frequently the first-generation of their family to go to college and are from groups who have been traditionally underrepresented in higher education.


 Marin Education Fund

Marin Education Fund sponsors five programs that provide financial assistance: undergraduate scholarships (for studies at colleges and universities), professional and technical training scholarships (for acquiring skills required for employment), child care scholarships (to support parents involved in education, training, or employment), and scholarships established by individuals and organizations addressing a range of educational needs.

MEF also provides an array of services to help Marin residents learn about their options and make informed decisions about their educational future. These include financial aid workshops, tours of local colleges, an on-campus introduction to college life, mentoring programs, and a resource library.

Donors support Marin Education Fund through an annual scholarship campaign and through named, endowed, and donor-advised scholarships.

For more information, visit www.marineducationfund.org.

Board of Directors

Denise Lucy (chair), Institute for Leadership Studies and Professor of Business & Organizational Studies
Wanen Treanor (vice chair), attorney at law
Graham Brandt (treasurer), VP, Private Wealth Management Division, Goldman Sachs & Co.
Saul Peña (secretary), Dodge & Cox Investment Managers
Jeff Bialik, Dominican University of California
John Boneparth, President, Hall Capital Partners, LLC
Barbara Dalmau, Senior VP, Bank of Marin
Jara Dean-Coffey, Founder and Principal, JDC Partnerships
Susan Duvall-Dickson, COO, Salient Wealth Management
Jason Freskos, Principal/President, Sequoia Mortgage Capital
Pepe Gonzalez, Principal, Venetia Valley School
Whitney Hoyt, Assistant Principal, San Rafael High School
Linda Jackson, Planner, City of San Rafael
Madeline Kellner, Principal, Madeline Kellner & Associates
William King, retired, Chevron Oronite Company
Peter Lee, Director, Alumni Relations, Western Regional Office, Cornell University
Kerry Mazzoni, President, Mazzoni & Associates
Charles Michaels, VP, Wealth Management, Goldman Sachs & Co.
Ed San Diego, former City Manager, Belvedere
Giulia Welch, adjunct faculty, Dominican University of California
Jeanie Casey (honorary board member), community volunteer
Sandra Donnell (honorary board member), community volunteer and business owner
Judy Edgar (honorary board member), owner, Western Sport Shop & consultant in philanthropy
John King (honorary board member), President, HK Ventures
John Scarborough (honorary board member), retired, Bingham, Osborn & Scarborough
William J. Smith (honorary board member), realtor, Frank Howard Allen

Gifts to Marin Education Fund in 2008: $580,869

Scholarships Made from Marin Education Fund in 2008: $1,663,296

Detailed information on scholarships can be found in the lists of grants made from the Foundation in 2008.

 
Donald B. Tanklage and Carole F. Tanklage Foundation (as of 6/30/08)

The Donald B. Tanklage and Carole F. Tanklage Foundation is a newly established supporting organization at the Marin Community Foundation with an interest in funding programs that benefit the communities within San Mateo County.


Donald B. Tanklage and Carole F. Tanklage Foundation

The current grantmaking priorities of the foundation are in the areas of animal protection and welfare, domestic violence and child abuse, education and scholarships, the environment, and one-time emergency services.

Board of Directors

Donald B. Tanklage
Carole F. Tanklage
Lynne Tanklage Martinson
Kristin Tanklage Murphy
Aviva S. Boedecker, J.D.
Mary Jane Burke
Alexandra B. Derby
Kathleen Foote, J.D.

Gifts Made to the Foundation in 2008: $230,000

Grants Made from the Foundation in 2008: $495,000

Detailed information on grants can be found in the lists of grants made from the Foundation in 2008.

 

Contributors to MCF in 2008

During 2008, MCF and its supporting organizations received $46,546,790 in gifts. To view a list of contributors, click on the icon below.

 

Awards Made in 2008

The 2008 Beryl H. Buck Awards for Achievement were made under the theme "Promoting Social Justice in Marin" to honor those who work to address "an underlying imbalance in this community, something that unfortunately prevents many Marin residents from thriving economically, educationally, and in many other ways."

The individual recipient was Cesar Lagleva for "his life-long commitment to improving the lives of disenfranchised and disadvantaged residents of Marin. He takes on complex and potentially divisive issues in ways that not only change lives but set an example in the County for what it means to be compassionate and supportive."

The organizational winner was Legal Aid of Marin for its work "to ensure that people who often do not get the legal protections of a democratic society — seniors, children, people with disabilities, the homeless, and immigrants — are helped with such issues as child custody, tenant evictions, domestic violence, and workers' rights."

The recipients of the 2008 MCF Leaders in Giving Award, which honors people for their generous and thoughtful contributions to improving the lives of others, were John and Betsy Scarborough for "their involvement in supporting and volunteering for many community groups, not just here in Marin, but nationally and internationally. They are both generous and inspirational in how they give back."

 

MCF Volunteer Committees (as of June 30, 2008)

Investment Committee

These volunteer professionals in the investment industry guide the investment strategies of the Foundation.

Richard Hogan, Managing Director, Investments, Merrill Lynch Trust Company
William J. Patterson (chair), Managing Partner, SPO Partners & Co.
Christopher J. Podoll, President, ClearLake Advisors LLC
Daniel L. Skaff, Managing Partner, Sienna Ventures
Julia W. Sze, CFA, Senior Investment Consultant, Family Wealth Group, Wells Fargo Bank
Debra L. Wetherby, CEO and Portfolio Manager, Wetherby Asset Management

For more information on the Foundation's investment strategy and performance, click here.

Professional Advisors Committee

This committee assists the Foundation in reaching out to other professional advisors who advise their clients on their philanthropic decisions.

John M. Burns, CFP, Bingham, Osborn & Scarborough, LLC
Cynthia Cannam, CFA, Exchange Bank
Eda J. Cole, Esq.
Joseph P. Delaney, CPA
Philip B. Feldman, Esq., Coblentz, Patch, Duffy & Bass LLP
Joyce L. Franklin, CPA, CFP, JLFranklin Wealth Planning
Theodore (Ted) A. Hellman, Esq., Hanson, Bridgett, Marcus, Vlahos & Rudy
William (Bill) Osher, Tamalpais Wealth Advisors
Douglas G. Paul, CPA, Ghirardo CPA
Stuart T. Reilly, Merrill Lynch Trust Company
Karen E. Sermersheim, U.S. Trust, Bank of America Private
Matthew F. Taddei, CFP, Taddei, Ludwig & Associates
Nick G. Tarlson, CPA, Tarlson & Associates
Constance Vandament, CPA, Vandament Accountancy Corporation
Daryl J. Weinroth, Esq., Law Offices of Daryl Weinroth

MCF Awards Committee

These community volunteers and MCF trustees advise the Foundation on focus areas, criteria, and selection of recipients of the Foundation's awards.

Joycelyn Calvin White, National Program Manager HR Technology, Kaiser Permanente
Dave Cort, Executive Director, San Geronimo Valley Community Center
Chris Gallagher, Park Manager, U.S. Army Corps of Engineers, Bay Model Visitor Center
Cio Hernandez, Mental Health Practitioner, Marin County Department of Health & Human Services
Johnathan Logan, Jr., District Manager, Marin City Community Services District
Dudley Morgan, Program Director, Marin City Fatherhood Program
Fernando Quezada, owner, Quezada Market
Christopher Raker, Principal, Raker Architects

 

Financial Highlights 2008

Fiscal Year Ending June 30, 2008  

Assets

Gifts Received

Grants Paid

$1,180,106,202

46,546,790

60,802,431

Gifts Received in 2008:
Family & Community Funds 34,806,526
Major Projects 3,434,956
Supporting Organizations 8,305,308
Total Gifts Received 46,546,790
Grants Paid in 2008:
Discretionary Grants 24,781,900
Family & Community Funds 23,324,566
Major Projects 7,599,675
Supporting Organizations 5,096,200
Total Grants Paid 60,802,431