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2009-2010 Non-Endowment Funds

Donors who choose a non-endowment fund may heed the call for current needs. With the ability to grant at any dollar amount, a need may be accessed and provided for accordingly.

Non-endowments can distribute from the full amount of their gift to support diverse, worthwhile causes and organizations.

This year, the following non-endowments were established in the period from July 1, 2009 to June 30, 2010.

 

Bannister Hall Fund

For almost 15 years, Bill and Amy Geppert have been actively involved in the San Diego community. They have supported important programs at Junior Achievement, the San Diego Red Cross, San Diego Symphony, Union of Pan Asian Communities, and The San Diego Foundation’s own Endow San Diego campaign. In addition to serving as senior vice president and general manager of Cox Communications in San Diego, Bill served as chairman of the San Diego Regional Economic Development Corporation and chaired the San Diego Regional Chamber of Commerce. The Gepperts believe strongly in charitable giving and recently created a donor advised fund at The Foundation to support their numerous and varied philanthropic interests.

Bay Vista Fund

The Bay Vista Fund was opened from a portion of the proceeds of the sale of the Bay Vista Methodist Heights Apartments, a nonprofit affiliate of St. Paul United Methodist Church. The nonprofit, founded and led by the Reverend Grandison M. Phelps, Jr., now deceased, purchased 16 acres of unwanted land in southeastern San Diego in 1967 and built an apartment complex housing nearly 1,800 low-income families and seniors. The Bay Vista fund was established by Cheryl A. Phelps in honor of the extraordinary vision, leadership, and resolve of her father and the congregation of his church. The fund supports efforts and activities that lead to improved civic engagement and community development, particularly in the historically under-invested neighborhoods of San Diego’s Fourth Council District.

Antonio Biondo Scholarship Fund

The Antonio Biondo Scholarship Fund was established by Betsey and Vincent Biondo in honor of Mr. Biondo’s grandfather, who immigrated from Italy at age 14 to build a life in the United States. The scholarship is available to immigrants and children of immigrants from developing countries who are students at San Diego State University and who plan to pursue careers in public service.

CareFusion Foundation I and CareFusion Foundation II

CareFusion is a global corporation serving the health care industry with products and services that help hospitals significantly improve the safety and quality of care. More than 15,000 people are employed in CareFusion’s global operations. The CareFusion Foundation strives to partner with nonprofit organizations making a measurable difference in the quality of healthcare. The foundation will also promote volunteerism and support the communities where CareFusion employees live and work.

Caster Family Foundation

Terrence and Barbara Caster established the Caster Family Foundation to build on the family’s commitment to their community and to aid people living in poverty in San Diego and around the world. The Caster Family Foundation is rooted in Christian compassion for people who lack basic life necessities including health care, education, and economic opportunities. The foundation also seeks to train and equip future leaders who are pursuing a vocation of
service. The Caster’s include their whole family of eight children, 46 grandchildren, and five great-grandchildren in the entire process of learning about and making charitable investments in partnership with The San Diego Foundation.

Gwynneth Conway Memorial Scholarship

Dan Conway established the Gwynneth Conway Memorial Scholarship to honor his late wife. He wants to encourage foster students, who feel a college degree is not the best option for them, to pursue alternative avenues to a post-secondary education. The scholarship is available to foster youth and former foster youth in San Diego County who plan to attend a licensed trade or vocational school.

Elizabeth N. Crane Foundation Fund

Elizabeth N. Crane was a resident of La Jolla from 1948 until her death in 2007. She was a successful real estate broker, operating Crane Real Estate in the 1960s and 1970s, and a long-term member of the La Jolla Beach and Tennis Club. Her only child suffered from psychological distress and died at age 27, prompting Mrs. Crane to create a charitable trust under her estate plan known as the Elizabeth N. Crane Foundation, organized to support programs that provide an effective, compassionate path to self-managed recovery from mental illness, behavioral disorders and stress. The trustees are Lincoln H. Banks, a professional fiduciary, and Jill Underwood, a long-time friend of Elizabeth N. Crane.

Del Mar Healthcare Fund

Del Mar Healthcare, Inc. is a nonprofit corporation whose charitable purpose is to meet the housing, health and financial security needs of seniors. Since 1996, Del Mar has provided seniors with housing and healthcare services through ownership of facilities and through its affiliated companies. The Del Mar Healthcare Fund will work with The San Diego Foundation’s Community Partnerships department to identify community needs and develop grantmaking strategies, taking advantage of The San Diego Foundation’s research expertise to execute Del Mar’s charitable giving.

Edgemoor Resident Enrichment Fund

Edgemoor is a distinct part-skilled nursing facility owned and operated by the County of San Diego and licensed by the State of California as part of the San Diego County Psychiatric Hospital. Edgemoor provides long-term, 24-hour care to individuals whose care needs exceed the capabilities of available area nursing facilities. The Edgemoor Resident Enrichment Fund supports programs such as the Healing HeARTS therapeutic arts program, as well as other resident enrichment programs and activities not met with other funding resources, in order to provide options for support and care to promote healing for this vulnerable population.

EHS Class of ’56 Scholarship Fund

The EHS Class of ’56 Scholarship Fund was established by members of the Escondido High graduating class of 1956 to assist current graduating Escondido High School seniors who have attended EHS for all four years, have a financial need, and plan to attend a two-year community college in the U.S. The scholarship may be used for tuition, books, fees, and educational supplies. The alumni of the EHS Class of 1956 wish to contribute to furthering the education of EHS graduates for years to come.

Elite Gives Back Foundation

The mission of Elite Gives Back is to provide funding and strategic assistance to charitable organizations that promote community events. Feuer Family Foundation This fund will support general charitable purposes.

Adrian Gonzalez Scholarship Fund

Adrian and Betsy Gonzalez share a passion for helping San Diego’s youth; therefore, establishing a scholarship fund to help young people access higher education was the perfect fit for them. The Adrian Gonzalez Scholarship is open to graduating public high school seniors who plan to attend a four-year university in California. The scholarship will support students with a history of active involvement in community service, extracurricular activities or work experience.

Hannaman Family Fund

Long-time San Diego residents, Beth and Bill Hannaman established the Hannaman Family Fund to support the causes that are important to their family. They include organizations that provide services to the disabled and to the disadvantaged youth in our community, various public education programs and the charitable work of the Episcopal Church of the Good Samaritan.

Isaacs Brothers Foundation

The Isaacs Brothers Foundation recently joined The San Diego Foundation’s family of funds. It was created in the late 1950s by Dr. Hart Isaacs and his father Hart Isaacs, Sr. The foundation supports a variety of philanthropic and community organizations, with a particular emphasis on oceanography, education, music, and children’s causes. Dr. and Mrs. Hart Isaacs (Patricia) currently advise the fund. They reside in Del Mar and have five children and 12 grandchildren, who they anticipate will carry on their charitable giving for generations to come.

Cheryl A. Johnson Lung Cancer Fund

Lung cancer is a relentless killer with no present cure. Significant strides have been made in extending life, and Cheryl Johnson successfully battled her cancer for four-and-a-half years before succumbing. This fund was established by her husband and her siblings to make distributions directly to charitable organizations that are engaged in promising research into reducing lung cancer’s lethality and developing a cure.

Mansury Family Fund

After emigrating from Afghanistan to America in the 1970s, the Mansury family found themselves unable to return to their homeland due to an ongoing war with the Soviet Union. They chose to settle in San Diego as one of the first Afghan families in the region and began the process of rebuilding their lives. Ahmad and Parween enjoyed raising their two daughters, Nazie and Arzo, in San Diego and consider it a home away from home. The idea of giving to those who are less fortunate is central to their Muslim faith, and so the family established a charitable fund at The San Diego Foundation. They hope to grow their fund and do more for those who need it most.

Donald Morrison Memorial Scholarship Fund

The Donald Morrison Memorial Scholarship Fund was set up in memory of Donald Morrison by his wife Geraldine and their four daughters. Donald was a champion of civil rights who was dedicated to teaching minority and economically disadvantaged children. His family and friends want to honor Donald by awarding scholarships to low-income black or hispanic students whose parents have not had the opportunity to go to college. Mr. Morrison moved to San Diego in 1957 with his wife Geraldine and daughters. Previously as a World War II Veteran, he had returned to school and received his bachelor’s and master’s degrees from Pacific University in Forest Grove, Oregon and had taught six years in neighboring Hillsboro. In the San Diego City School District he taught social studies at Montgomery Junior High School until 1966, then transferred to Gompers Junior High School, where he spent most of his career. He retired in 1990 while teaching at the Gompers Magnet High School. During his career, Mr. Morrison served as a leader in the local, state and national teacher organizations. He served as president of the San Diego Teachers’ Association from 1964 to 1966 and president-elect and president of the National Education Association from 1970 to 1972. He returned to Washington, D.C. in 1975-1976 to serve as a research fellow at the National Institute of Education. Among his honors was a doctorate of humane letters awarded by Pacific University, where he delivered a commencement
address. He died in 2009.

Eleanor and Jerome Navarra Foundation

In addition to running one of San Diego’s most recognizable local businesses, Jerome’s Furniture, Eleanor and Jerome Navarra have a long history of commitment to the community. The Eleanor and Jerome Navarra Foundation was established by using the assets from a private foundation to establish a fund with The San Diego Foundation. The fund will engage in general charitable support to complement the Navarra family’s hands-on involvement with the San Diego Natural History Museum and other causes.

Cynthia and George Olmstead Fund

With more than 20 years’ experience as an organizational development specialist, Cindy’s professional focus was on helping organizations and individuals, nationally and internationally, to build and maintain trust. She developed a series of programs called TrustWorks! that teach a common language of trust, build strategic plans and train leaders. Cindy recently sold her business to the Ken Blanchard Companies. She is continuing her work as an organizational consultant as well as devoting her energy and enthusiasm to continuing her presidency of The San Diego Women’s Foundation for a second year in 2010. Cindy was a founding member of SDWF. A native San Diegan, Cindy has been active on the Second Chance board, is past chair of LEAD San Diego and is a former member of the Downtown Rotary Club. George is also a native San Diegan who was a wills and estate attorney in San Diego for more than 38 years before his retirement several years ago. He now rides his bicycle on long-distance trips, having ridden across the United States, parts of Spain and New Zealand, and points north and south. George sits on the board for the San Diego Hospice and The Institute for Palliative Medicine. George and Cindy have five children between them and 13 grandchildren. Cindy and George established their fund to support general charitable purposes.

Pacific Beacon Scholarship Fund

The Pacific Beacon Scholarship Fund was set up by the Clark Realty Companies to directly benefit the educational pursuits of active military residents at Pacific Beacon and Palmer Hall (located at Naval Base San Diego). The fund was established with the generous donations of Clark Cares and many of the local contractors and members of the local business community who helped build Pacific Beacon. The fund was created to provide assistance with tuition and/or the cost of course materials, such as books, for sailors who have a passion for post-secondary continuing education. These scholarships will directly benefit residents of the newly built Pacific Beacon community, which has four classrooms within the residential buildings that are actively used by select universities.

The Padilla Family Foundation

The Padilla Family Foundation (TPFF) was formed in 2009 by the Padilla family, in honor of Robert and Sallie Padilla. The Padillas set an example of hard work and determination for their immediate and extended family. With their love, support and guidance, the first family member attended and graduated from college in 1982. Today, the next generation of family members are either attending or applying to colleges, with more college graduates sure to follow. It is in this spirit of stressing the value of a strong work ethic along with the importance of higher education and of starting the cycle of college matriculation within families that The Padilla Family Foundation was established. The primary goal of The Padilla Family Foundation is to provide scholarship support to children that have been traditionally underserved in the San Diego community and beyond. The Padilla Family Foundation believes that the best investment for our future starts with making sure that every child has access to a college education. The Padilla Family Foundation recognizes The Barrio Logan College Institute as primary beneficiary of TPFF, as the goals of BLCI align perfectly with those of the foundation.

Rancho Sisquoc LIVESTRONG Challenge Fund

The Rancho Sisquoc LIVESTRONG Challenge Fund was established by Jason Polletta and Michael Pattison to further their efforts in raising money for the Lance Armstrong Foundation, which addresses the concerns faced by cancer survivors. The fund will support the Lance Armstrong Foundation by effectively expanding the foundation’s fundraising window and helping to organize personal and corporate donations. Both Jason and Mike have dealt with cancer through close family members, so their fight against cancer is personal and never-ending.

The Hal and Mary Sadler Family Foundation

Hal and his wife Mary are long-time San Diegans living in Point Loma. They have two daughters, one in San Diego and the other in Seattle, and four grandchildren. Hal is one of the founding members of Tucker Sadler Architects. Founded in 1957, Tucker Sadler Architects has become one of the most successful, full-service design firms in the nation. Tucker Sadler Architects has designed some of the most exciting architectural projects in San Diego. Hal has been involved in charitable organizations in San Diego since the 1960s, chairing many organizations throughout the community. Hal was named Mr. San Diego in 2007 in recognition of these efforts. Mary has also been extremely active in the community. She was PTA president of Silvergate Elementary School and is a National PTA member. Mary was a Girl Scout leader, president of the Women’sn Architectural League, and on the board of ARCS and the Symphony. She is also a member of the Thursday Club and was president of Makua Auxiliary supporting Voices for Children. Hal and Mary will use their fund, and their involvement with The San Diego Foundation, to support and learn about charities throughout San Diego.

The Spector Family Fund

For many years, Dr. Alan and Nancy Spector have volunteered in the San Diego community with a variety of organizations including the Alzheimer’s Association, Junior Achievement, Old Globe, San Diego Library Foundation, San Diego State University, and the San Diego Women’s Foundation. Alan retired after 28 years as a board-certified obstetrician/gynecologist and enjoys actively participating with The San Diego Foundation’s Balboa Park Trust Committee and the Science & Technology Working Group, while Nancy chairs The Foundation’s Professional Advisor Council. A current Foundation board member, Nancy communicates her passion for charitable giving to clients who rely on her expertise as a certified specialist in estate planning, trust and probate law. She and Alan both recognize the considerable impact that charitable giving has had on the regional community, and established The Spector
Family Fund to support their many and varied philanthropic interests.

St. Bernard Gives Back

The purpose of this fund is to impact the lives of and make a positive difference for children and others who face physical, emotional, and social challenges. By partnering with other charitable organizations, the fund focuses on collecting and directing donations through employee involvement and campaigns in order to help improve the quality of life for those less fortunate.

Team Godfather Charitable Foundation

Team Godf a ther Charitable Foundation is a fund a t The San Diego Foundation dedicated to building charitable
capital to support national and local medical research, with an emphasis on fun and engaging public fundraising events. In September 2009, Michael Ramirez (a.k.a. Godfather) was diagnosed with ALS (Lou Gehrig’s disease). In May 2010, Mike and his wife, Maureen, friends and family founded Team Godfather Charitable Foundation with the immediate goal of raising money to donate to fast-track ALS research.

Rochelle and Paul Treger Family Fund

The Rochelle and Paul Treger Family Fund was set up by Drs. Rochelle and Paul Treger in 2009 with the goal of supporting the local San Diego community, with a special emphasis on Alzheimer’s disease and breast cancer research.

Twomey Graduate School Scholarship Fund

The Twomey Graduate School Scholarship Fund will support former San Diego County foster youth who will attend or are currently attending graduate school. Chris and Rebecca Twomey became aware of the particular needs of current and former foster youth through Rebecca’s work as a court-appointed special advocate. This scholarship will extend available resources to former foster youth pursuing higher education.

Tyler Family Charitable Trust

Jack and Joan Tyler are long-time residents of Imperial Valley and set up their fund to assist charities in Imperial Valley. Jack’s parents came to Imperial Valley in 1916 and 1920 and started the Tyler Insurance Agency in 1921. In 1957, after college, Jack joined the firm. His sons now run the firm. Joan came to the valley in 1965 from Escondido. She is a CPA and became the first female CPA in the Imperial Valley for the next 10 years. She started the firm Swain & Kennerson. Both Jack and Joan are now retired. Jack is a Rotarian and Joan a Soroptimist, both past presidents. Jack is a past president of the El Centro Chamber of Commerce and ARC Imperial Valley and is currently on the board of the Imperial Valley Community Foundation. Joan was on the board of directors of the United Way for more than 20 years, and held the offices of both president and treasurer. Both Jack and Joan have always believed in giving back to their community.

Marjorie Rose Warren Scholarship Fund

The Marjorie Rose Warren Scholarship supports students at San Diego State University working towards their teaching credentials with plans to become public school teachers. The scholarship was established in honor of dedicated public school teacher Marjorie Rose Warren by her daughter and son-in-law, Betsey and Vincent Biondo.

Young Family Trust

The Young Family Trust was established by Jim and Janice Young to support charities that improve the well-being of children with a specific interest in education and wellness. In addition, leaving the world better than we found it - sustainable behavior - is an area which they are involved in both personally and in their business activities. Inspired by their children, Grace and Hannah, Jim and Janice use their charitable giving to demonstrate to their children the importance of being connected to the world and to instill a sense of responsibility and caring for those less fortunate.

The San Diego Foundation expresses our utmost gratitude for the following funds also established during this past
fiscal year.

Brawley Community Foundation Fund
Clausen Family Fund
Imperial County Office of Education (ICOE) Foundation
Imperial Valley Community Foundation Non-Endowment Fund
Joseph & Diane Charitable Foundation
Pettit Family Foundation
Scott Nelson Pettit Foundation
Rivkin Family Fund I
Rivkin Family Fund I - Securities
Michael and Linda Rivkin Fund
Robert and Luciene Rivkin Fund
Santa Catalina Fund for Higher Education
Brent Woodall Scholarship Foundation