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Updates

MCF NewsUpdates › 2009 in Review

In its 2009 fiscal year, the Marin Community Foundation made nearly $60,000,000 in grants during a year that was challenging for both our donors and for the many nonprofits supported through MCF. We are proud of our collective accomplishments and are pleased to share them with you.

All information on this page was current as of June 30, 2009.

2009 in Review

 

Grants Made in 2009

In FY 2009, MCF made $58,710,149 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.

This list of grants, All Grants Made by MCF in FY 2009 names all organizations that received grants from the Buck Trust under MCF's 2010-2014 Strategic Plan as well as grants from donor-advised and other funds established by individuals, families, nonprofits, and others. At the end of this list, there are separate listings of grants made from the Foundation's institutional and family supporting organizations.

 

New Funds Opened in 2009

In 2009, 16 new funds and supporting organizations 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

Anonymous Fund (2)

Susan Flagg and Carlo Rocca Fund

Four Elements Fund

Harp Mountain Fund

KLT Fund

Alison Davis and Matthew Le Merle Fund

Nguyen Fund

Quest Fund

Ted J. Smith Family Fund

Timothy C. and Deborah D. Terrill Fund

Wilmot Fund

Scholarship Funds

Lorraine Lee Scholarship Fund

Donor-Advised Funds at the Bingham, Osborn & Scarborough Foundation (a supporting organization of MCF) Opened in 2009

Auerbach Family Fund

Supporting Organizations Opened in 2009

Lynx Foundation

Pirkle Jones Foundation

 

Supporting Organizations at MCF

In 2009, eight supporting organizations at the Foundation undertook a range of activities. These 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

Earl D. (Ed) Osborn, CFP, Bingham, Osborn & Scarborough, LLC & Chair of BOSF
Heather A. Hiles, RippleSend
Ted Mitchell, Delagnes, Mitchell & Linder
Norman (Norm) C. Pease, BOSF donor
Thomas Z. Reicher, Cooley Godward Kronish LLP

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

(* denotes funds opened in 2009)

Anonymous Fund (3)

*Auerbach Family Fund

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 made to funds in 2009: $237,581

Grants made from funds in 2009: $705,980

Detailed information on grants can be found in the list All Grants Made by MCF in FY 2009.

 

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.

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.


Equius Foundation

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

Grants made in 2009: $5,455

Detailed information on grants can be found in the list All Grants Made by MCF in FY 2009.

 

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 2009: $1,636,700

Detailed information on grants can be found in the list All Grants Made by MCF in FY 2009.

 

The Pirkle Jones Foundation was established in 2009 as a supporting organization of the Marin Community Foundation as a vehicle to distribute the charitable assets of the estate of renowned Marin photographer Pirkle Jones, who died in 2009.


Pirkle Jones Foundation

Grants from this foundation will support artists and writers.

Board of Directors

Jay Jackson, chair
Jennifer McFarland
Fred Silverman
Elizabeth Brown
Chris Good

Gifts to the Pirkle Jones Foundation in 2009: $5,000

 

The Kurland Family Foundation was 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
Diane C. Rosenberger

Grants made in 2009: $205,000

Detailed information on grants can be found in the list All Grants Made by MCF in FY 2009.

 

The Lynx Foundation was established in 2009 as a supporting organization of the Marin Community Foundation by Marin resident Peggy Haas as a way to fund her charitable interests.


Lynx Foundation

Board of Directors

Peggy Haas, chair
Fred Silverman
Elizabeth Brown

Gifts to the Lynx Foundation in 2009: $2,338,000

 

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

Wanen Treanor (chair), attorney at law
Saul Peña (vice chair), Dodge & Cox Investment Managers
Graham Brandt (treasurer), VP, Private Wealth Management Division, Goldman Sachs & Co.
Jara Dean-Coffey (secretary), Founder and Principal, JDC Partnerships
Denise Lucy (ex-officio), Institute for Leadership Studies and Professor of Business & Organizational Studies
John Boneparth, President, Hall Capital Partners, LLC
Barbara Dalmau, Senior VP, Bank of Marin
Susan Duvall-Dickson, COO, Salient-Friedman Wealth Management
Pepe Gonzalez, Principal, Venetia Valley School
Whitney Hoyt, Assistant Principal, San Rafael High School
Linda Jackson, Planner, City of San Rafael
Peter Lee, Community Volunteer, Cornell University
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), Registered Investment Advisor, Bingham, Osborn & Scarborough
William J. Smith (honorary board member), Realtor, Frank Howard Allen

Gifts to Marin Education Fund in 2009: $1,372,433

Scholarships made in 2009: $2,813,532

Detailed information on scholarships can be found in the list All Grants Made by MCF in FY 2009.

 

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
Kristin Tanklage Murphy
Mary Jane Burke
Elizabeth Brown
Kathleen Foote
Fred Silverman
Chris Good

Gifts made to the foundation in 2009: $500,000

Grants made in 2009: $291,000

Detailed information on scholarships can be found in the list All Grants Made by MCF in FY 2009.

 

Contributors to MCF in 2009

During 2009, MCF and its supporting organizations received $20,281,713 in gifts. To view a list of contributors, click on the icon to the right.

 

Awards Made in 2009

The 2009 Beryl H. Buck Awards for Achievement were made under the theme "Sharing Knowledge, Creating Community, focusing on ways that education enhances opportunities for residents of the County.

The individual recipient was Dr. Mary Crosby director of Dominican University's Elementary Teaching Program. For the past 36 years, Dr. Crosby has prepared more than 3,000 teachers to excel as educators and mentors. She has also been a national leader in providing opportunities for special education students and training teachers to work with students who have special needs.

The organizational winner was Next Generation Scholars, which helps underserved students, including many who are the first in their families to attend college, prepare for higher education through academic support, a range of social services, and activities that encourage them to become active in addressing community needs.

 

MCF Volunteer Committees

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, CTFA, Exchange Bank
Eda J. Cole, Esq., Law Offices of Eda J. Cole
Joseph P. Delaney, CPA, Vista Wealth Management
Karen E. Deshayes, Financial Advisor
Philip B. Feldman, Coblentz, Patch, Duffy & Bass LLP
Joyce L. Franklin, CFP, JLFranklin Wealth Planning
Theodore A. Hellman, Esq., Hanson, Bridgett, Marcus, Vlahos & Rudy
William Osher, Tamalpais Wealth Advisors
Douglas G. Paul, CPA, Ghirardo CPA
Stuart T. Reilly, Merrill Lynch Trust Company
Craig Slayen, Winship Park Asset Management, LLC
Matthew F. Taddei, CFP, Taddei, Ludwig & Associates
Nick G. Tarlson, Tarlson & Associates
Constance Vandament, CPA, Vandament Accountancy Corporation
Daryl J. Weinroth, J.D., Law Offices of Daryl Weinroth

MCF Awards Committee

These community volunteers advise the Foundation on focus areas, criteria, and selection of recipients of the Foundation's Beryl H. Buck Awards for Achievement.

Joycelyn Calvin White, National Program Manager HR Technology, Kaiser Permanente
Dave Cort, Executive Director, San Geronimo Valley Community Center
Cio Hernandez, Licensed Mental Health Practitioner, Marin County Department of Health & Human Services
Dudley Morgan, Program Director, Marin City Fatherhood Program
Mayra Ochoa, Student
Fernando Quezada, Owner, Quezada Markets
Christopher Raker, Former Mayor, City of Mill Valley; Principal, Raker Architects
Ethel Seiderman, Civic Leader

 

Financial Highlights for FY 2009

FY 2009 Financial Highlights  

Assets

Contributions Received

Grants Paid

933,084,933

20,281,713

58,710,149

Gifts Received in 2009:
Family & Community Funds 13,536,311
Major Projects 2,297,388
Supporting Organizations 4,448,014
Total Gifts Received 20,281,713
Grants Paid in 2009:
Discretionary Grants 24,492,621
Family & Community Funds 20,311,679
Major Projects 8,242,432
Supporting Organizations 5,663,417
Total Grants Paid 58,710,149