The Community Foundation

Address
3700 Sixth Street Suite 200
Riverside, CA 92501
Contact
Website: http://www.thecommunityfoundation.net
Phone: +1 (951) 241-7777
Nonprofit
NTEE: T31 - Community Foundations
EIN: 33-0748536

Mission

The mission of The Community Foundation is strengthening Inland Southern California through Philanthropy.
 20162015201320112010
Basic features of the organization
Year of formation1997
Metropolitan statistical area4472
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$487,482.00$477,631.00   
Sum of reportable (W2/1099) compensation$439,327.00$435,008.00   
Number of employees1415   
Number of people compensated >$100k22   
Number of volunteers5050   
Number of highly compensated contractors00   
Personnel
Bayless, Glenda
TitleDirector (term end 5/16)Director   
Name of key/compensated personGlenda BaylessGlenda Bayless   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Bohon, Sergio
TitleSecretary of the BoardSecretary of the Board   
Name of key/compensated personSergio BohonSergio Bohon   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org4.004.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Brown-Hinds, Paulette
TitleDirectorDirector   
Name of key/compensated personPaulette Brown-HindsPaulette Brown-Hinds   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Cohn, Hillel
TitleDirectorDirector   
Name of key/compensated personRabbi Hillel CohnRabbi Hillel Cohn   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Cudiamat, Celia
TitleEVP - ProgramsEVP - Grants   
Name of key/compensated personCelia CudiamatCelia Cudiamat   
Position of compensated person
Average hours per week working for org45.0040.00   
Reportable compensation from org$115,610.00$114,540.00   
Other comp, non-reportable, from org and related orgs$5,202.00$5,307.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Cuevas, James
TitleDirectorDirector   
Name of key/compensated personJames CuevasJames Cuevas   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Faucet, Leeann
TitleVP Philanthropic Services    
Name of key/compensated personLeeAnn Faucet    
Position of compensated person
Average hours per week working for org45.00    
Reportable compensation from org$94,492.00    
Other comp, non-reportable, from org and related orgs$11,326.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Granillo, Paul
TitleDirectorDirector   
Name of key/compensated personPaul GranilloPaul Granillo   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Grube, Stanley
TitleDirectorDirector   
Name of key/compensated personStanley GrubeStanley Grube   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Harns, Kirk
TitleDirectorDirector   
Name of key/compensated personKirk HarnsKirk Harns   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Jandt, Fred
TitleDirectorDirector   
Name of key/compensated personFred JandtFred Jandt   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Jaramillo, Andrew
TitleDirectorDirector   
Name of key/compensated personAndrew JaramilloAndrew Jaramillo   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Karnig, Albert
TitleDirectorDirector   
Name of key/compensated personAlbert KarnigAlbert Karnig   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Myles, Paula
TitleVP Finance/AdministrationVP Finance/Administration   
Name of key/compensated personPaula MylesPaula Myles   
Position of compensated person
Average hours per week working for org45.0040.00   
Reportable compensation from org$89,564.00$87,618.00   
Other comp, non-reportable, from org and related orgs$17,133.00$11,572.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Pim, Matt
TitleDirectorDirector   
Name of key/compensated personMatt PimMatt Pim   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Rhyne, Teresa
TitleDirectorDirector   
Name of key/compensated personTeresa RhyneTeresa Rhyne   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Savage, Philip
TitleChair of the BoardChair of the Board   
Name of key/compensated personPhilip Savage IVPhilip Savage IV   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org4.004.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Sawa, Kathleen
TitleDirector    
Name of key/compensated personKathleen Sawa    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org2.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Shannon, Henry
TitleDirectorDirector   
Name of key/compensated personHenry ShannonHenry Shannon   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Sipos, Tamara
TitleDirectorDirector   
Name of key/compensated personTamara SiposTamara Sipos   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Spafford, Pat
TitleChief Financial OfficerChief Financial Officer   
Name of key/compensated personPat SpaffordPat Spafford   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org4.004.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Stephenson, Beverly
TitleDirectorDirector   
Name of key/compensated personBeverly StephensonBeverly Stephenson   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Stephenson, Thomas
Title VP Philanthropic Services   
Name of key/compensated person Thomas L Stephenson   
Position of compensated person
Average hours per week working for org 40.00   
Reportable compensation from org $90,550.00   
Other comp, non-reportable, from org and related orgs $11,743.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Tagami, Randall
TitleDirectorDirector   
Name of key/compensated personRandall TagamiRandall Tagami   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Valenzuela, Diane
TitleDirectorDirector   
Name of key/compensated personDiane ValenzuelaDiane Valenzuela   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Varner, Sean
TitleVice Chair of the BoardVice Chair of the Board   
Name of key/compensated personSean VarnerSean Varner   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org4.004.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Yorba, Jonathan
TitlePresident & CEOCEO   
Name of key/compensated personJonathan Lorenzo YorbaJonathan Lorenzo Yorba   
Position of compensated person
Average hours per week working for org45.0040.00   
Reportable compensation from org$139,661.00$142,300.00   
Other comp, non-reportable, from org and related orgs$14,494.00$14,001.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Purpose: mission, activities, & accomplishments
Mission or significant activitiesStrengthening Inland Southern California through Philanthropy.Strengthening Inland Southern California through Philanthropy.   
Program service expenses, total$11,841,652.00$8,534,969.00   
Programs, including revenue & expenses
From the beginning, our core competencies have been raising funds, stewarding funds, and distributing funds through grantmaking. As we expand and grow, we will continue to satisfy our mission through these core skills. Additionally, we participate in work outside our core competencies and we call that work Community Leadership. (Continued on Schedule O)
Program expenses$695,692.00$586,447.00   
Grants and allocations made$487,477.00$372,329.00   
Program descriptionFrom the beginning, our core competencies have been raising funds, stewarding funds, and distributing funds through grantmaking. As we expand and grow, we will continue to satisfy our mission through these core skills. Additionally, we participate in work outside our core competencies and we call that work Community Leadership. (Continued on Schedule O)Community Leadership InitiativesFrom the beginning, our core competencies have been raising funds, stewarding funds, and distributing funds through grantmaking. As we expand and grow, we will continue to satisfy our mission through these core skills. Additionally, we participate in work outside our core competencies and we call that work Community Leadership. Some of TCF's Community Leadership work in 2015 follows:1. Youth GrantmakersThe Youth Grantmakers (YG) Program was created to empower youth to address issues important to them by participating in grantmaking, a formal practice of philanthropy. Through this program, our young people become active agents of change, preparing them for responsive community leadership and practical hands-on service.During the 2014-2015 academic year, Youth Grantmakers across the two-county region of Riverside and San Bernardino County strengthened their leadership skills as they participated in philanthropy. They conducted surveys to determine the current concerns and needs of their peers, attended site visits of local nonprofit organizations, listened to nonprofit presentations during their monthly meetings, conducted community service projects and awarded grant funds to nonprofits that address the needs of youth in their community. In the process, students learned to read and analyze a grant application, respectfully debate the most critical needs while learning to listen to others' perspectives, and prioritize the many worthwhile requests.In 2015, the Foundation supported Youth Grantmakers programs in five regions providing funding for projects, programs and/or activities that addressed issues facing youth such as: alcohol use and drug use, teen pregnancy, academic stress, college/future plans, family neglect & violence, and job availability. Coachella Valley15 students in the Palm Springs Unified School District and Xavier Prep High School participated in this new addition to the program. The students awarded a total of $10,000 to five deserving nonprofit organizations serving the Coachella Valley. High DesertPartnering with Career Institute, a Career, Education and Life Planning Company, seven young adults between the ages of 18-21 who have graduated from their Leadership Connection program have become Young Grantmakers. This group meets at the Apple Valley Chamber of Commerce. They awarded six High Desert nonprofit organizations a total of $10,000.IdyllwildIn its third year, middle school students from Idyllwild School continued to impact the youth in their community with their grantmaking to nonprofits in Idyllwild. The 2014-2015 Youth Grantmakers class awarded four grants, a total of $3,500.RiversideNow in its seventh year, the 2015 Riverside Youth Grantmakers class, 27 members strong, with representatives from eight high schools in Riverside awarded seven nonprofits a total of $15,000. Since the inception of this program, the Riverside Youth Grantmakers have awarded $192,209 to deserving nonprofit agencies. San BernardinoThe inaugural year of the San Bernardino program brought together 18 students from Aquinas, Pacific, San Bernardino, Cajon, and San Gorgonio High Schools, and Middle College High School. This 2014-2015 class made grants to eight San Bernardino nonprofits for a total of $15,000 in awards. SustainabilityA Youth Grantmakers Endowment Fund was created in 2014. With continued growth, the fund will ensure that the Youth Grantmakers Program will flourish for years to come.2. Give BIG San Bernardino County - A Successful Partnership of the County of San Bernardino and Community NonprofitsGive BIG San Bernardino County is a 24-hour online giving day intended to raise funds, and increase capacity and awareness for nonprofits in San Bernardino County. It stands as an outstanding example of collaboration and community volunteerism and generosity.On December 1, 2015, Give BIG San Bernardino County raised over $265,000 for 144 nonprofits. Over 2,957 people made donations, assisting our local nonprofit organizations. This giving day was generously supported by our community and exceeded goals. 3. Advancing the Field and Culture of Philanthropy While we continue our work in the traditional capacity of community foundations-raising community funds, then stewarding and granting them to nonprofits-our staff and board are also doing parallel work in advancing the field of philanthropy. The Foundation Board and staff served on a variety of nonprofit boards locally, regionally and nationally. In just one example, TCF's 2015-2016 Board Chair, Phil M. Savage, IV was active in our region, serving on the Planned Giving Advisory Board of University of California Riverside, Loma Linda University Children's Hospital Foundation Board, and is a member of Riverside Sunrise Rotary. Our staff is also affiliated with a multitude of other organizations in the region including the Association of Fundraising Professionals in the Inland Empire and Desert Communities Chapters; Estate Planning Councils in the Desert (Coachella Valley), Riverside County, San Bernardino County and Pomona Valley; Funders Alliance; Southern California Blacks in Philanthropy, Hispanics in Philanthropy, Asian Americans/Pacific Islanders in Philanthropy, and the Public Relations Society of America Inland Empire Chapter. Staff also participates in the Council on Foundations, Southern California Grantmakers and the League of California Community Foundations. As well as, professional groups associated with The Council on Foundations such as CommA, for communication professionals; ProNet for program professionals; AdNet for development and philanthropic services processionals and the Fiscal and Administrative Officers Group known as FAOG.   
General GrantmakingIn 2016, The Community Foundation (TCF) awarded over $10 million in grants and scholarship. Of the $10 million, over $2.7 million were scholarships; over $8 million were grants to nonprofits. Funds were awarded to a broad spectrum of nonprofits in our 29,000 square miles, two-county region. Major program areas of our 2016 funding include: Education $2,796,312: In addition to our various individual scholarship programs, each of the 27 accredited 2 or 4 year college or universities in our service area receive scholarship distributions to award to worthy students, based on an enrollment formula. We also provide funding for non-scholarship educational expenses.Children, Youth, and Families $1,121,381: Used to enhance opportunities to promote academic achievement and positive youth development and develop family support services that foster learning and growth.Health and Human Services $3,046,688: Used to support programs that promote access to healthcare for all residents and helping individuals and families obtain basic services to promote an improved quality of life.Civic, Public & Environmental Benefit $2,771,340: Used to support projects that promote a sense of community, civic engagement, and sustainable communities.Arts and Culture $185,887: Used to encourage creative expression and provide opportunities for enjoyment of cultural activities and art forms.OTHER GRANTMAKING Several other programs at TCF make grants to nonprofits each year. The following is a description of some of those programs and the total grants made in 2016.Field of Interest Funds $137,630: Grants from Field of Interest Funds are restricted to a specific program area or geographic area. Those restrictions are set by the fund donors. The current field of interest funds that accept competitive proposals include: " Irene S. Rockwell Fund - Benefits the residents of the city of Perris. " James Bernard and Mildred Jordan Tucker Fund - Benefits wheelchair users. (ADA compliance projects are eligible.) " Seraphim Fund - Aids women and children, including the economically disadvantaged, victims of domestic abuse, and those suffering from physical or mental illness or substance abuse. " Fred and Eva V. Stebler Fund - Provides funds for the treatment and care of indigent children in Riverside County, with a strong emphasis on children with special needs. Community Impact Fund $236,204: The Community Impact Fund comprises the Foundation's unrestricted grantmaking. As an outcome of our 2014 strategic plan, the competitive grantmaking focus of the Community Impact Fund changed from program support to capacity building beginning in 2016. Capacity building support is intended to enable an organization to carry out its mission by strengthening organizational capacity, effectiveness, and sustainability. Capacity building funds provide an opportunity for nonprofits to reflect, learn, and take action in developing short and/or long-term, sustainable solutions to challenges they face in addressing critical community needs. Capacity building is considered to be activities that strengthen the performance of a nonprofit organization to better meet its mission and purpose. Activities include: Training/Workshops such as Board of Governance, Fund Development, Leadership, Advocacy, Logic Models, Finance/Budgets, Evaluation, Marketing, Technology, Social Media, Branding, HR, etc. In 2016 we offered two types of grants: One-Year Responsive and Multi-Year.Herdina Fund $75,000: This fund is specifically for the payment of veterinary fees and costs incurred by needy senior citizens in the care and treatment of their animals. Seniors applying for benefits must be over the age of 65 and demonstrate a financial need for such assistance. Idyllwild Community Fund $17,639: The Idyllwild Community Fund makes grants to programs that improve the quality of life for residents of Idyllwild. Funding preference is given to the following areas: Human Services, Environment and Emergency Preparedness. S.L. Gimbel Foundation Fund $3,854,255: The mission of the S.L. Gimbel Foundation Fund is to enhance the quality of life for people and animals by providing effective support in the Founder's specific fields of interest locally, nationwide and internationally. Program interest areas include: Health, Environmental Protection and Enhancement, Animal Protection, Education, Human Dignity. Willmas Charitable Trust Fund $175,000: The Willmas Charitable Trust primarily benefits residents of the High Desert of San Bernardino County. The Trust explicitly states that "no part of the Fund shall be distributed or granted: (a) to any organization that advocates or provides abortion services (b) to provide services to benefit persons who are homeless; or (c) for scholarship purposes."
Program expenses$11,145,960.00$7,948,522.00   
Grants and allocations made$10,795,841.00$7,632,442.00   
Program descriptionGeneral GrantmakingIn 2016, The Community Foundation (TCF) awarded over $10 million in grants and scholarship. Of the $10 million, over $2.7 million were scholarships; over $8 million were grants to nonprofits. Funds were awarded to a broad spectrum of nonprofits in our 29,000 square miles, two-county region. Major program areas of our 2016 funding include: Education $2,796,312: In addition to our various individual scholarship programs, each of the 27 accredited 2 or 4 year college or universities in our service area receive scholarship distributions to award to worthy students, based on an enrollment formula. We also provide funding for non-scholarship educational expenses.Children, Youth, and Families $1,121,381: Used to enhance opportunities to promote academic achievement and positive youth development and develop family support services that foster learning and growth.Health and Human Services $3,046,688: Used to support programs that promote access to healthcare for all residents and helping individuals and families obtain basic services to promote an improved quality of life.Civic, Public & Environmental Benefit $2,771,340: Used to support projects that promote a sense of community, civic engagement, and sustainable communities.Arts and Culture $185,887: Used to encourage creative expression and provide opportunities for enjoyment of cultural activities and art forms.OTHER GRANTMAKING Several other programs at TCF make grants to nonprofits each year. The following is a description of some of those programs and the total grants made in 2016.Field of Interest Funds $137,630: Grants from Field of Interest Funds are restricted to a specific program area or geographic area. Those restrictions are set by the fund donors. The current field of interest funds that accept competitive proposals include: " Irene S. Rockwell Fund - Benefits the residents of the city of Perris. " James Bernard and Mildred Jordan Tucker Fund - Benefits wheelchair users. (ADA compliance projects are eligible.) " Seraphim Fund - Aids women and children, including the economically disadvantaged, victims of domestic abuse, and those suffering from physical or mental illness or substance abuse. " Fred and Eva V. Stebler Fund - Provides funds for the treatment and care of indigent children in Riverside County, with a strong emphasis on children with special needs. Community Impact Fund $236,204: The Community Impact Fund comprises the Foundation's unrestricted grantmaking. As an outcome of our 2014 strategic plan, the competitive grantmaking focus of the Community Impact Fund changed from program support to capacity building beginning in 2016. Capacity building support is intended to enable an organization to carry out its mission by strengthening organizational capacity, effectiveness, and sustainability. Capacity building funds provide an opportunity for nonprofits to reflect, learn, and take action in developing short and/or long-term, sustainable solutions to challenges they face in addressing critical community needs. Capacity building is considered to be activities that strengthen the performance of a nonprofit organization to better meet its mission and purpose. Activities include: Training/Workshops such as Board of Governance, Fund Development, Leadership, Advocacy, Logic Models, Finance/Budgets, Evaluation, Marketing, Technology, Social Media, Branding, HR, etc. In 2016 we offered two types of grants: One-Year Responsive and Multi-Year.Herdina Fund $75,000: This fund is specifically for the payment of veterinary fees and costs incurred by needy senior citizens in the care and treatment of their animals. Seniors applying for benefits must be over the age of 65 and demonstrate a financial need for such assistance. Idyllwild Community Fund $17,639: The Idyllwild Community Fund makes grants to programs that improve the quality of life for residents of Idyllwild. Funding preference is given to the following areas: Human Services, Environment and Emergency Preparedness. S.L. Gimbel Foundation Fund $3,854,255: The mission of the S.L. Gimbel Foundation Fund is to enhance the quality of life for people and animals by providing effective support in the Founder's specific fields of interest locally, nationwide and internationally. Program interest areas include: Health, Environmental Protection and Enhancement, Animal Protection, Education, Human Dignity. Willmas Charitable Trust Fund $175,000: The Willmas Charitable Trust primarily benefits residents of the High Desert of San Bernardino County. The Trust explicitly states that "no part of the Fund shall be distributed or granted: (a) to any organization that advocates or provides abortion services (b) to provide services to benefit persons who are homeless; or (c) for scholarship purposes."General GrantmakingIn 2015, The Community Foundation (TCF) awarded over $7.8 million in grants and scholarship. Of the $7.8 million, over $1.7 million were scholarships; over $6.1 million were grants to nonprofits. Funds were awarded to a broad spectrum of nonprofits in our 29,000 square miles, two-county region. Major program areas of our 2015 funding include: Education ($1,698,444): 16 accredited 2 or 4 year college or universities in our service area received scholarship funds, based on an enrollment formula, to distribute to worthy students.Children, Youth, and Families ($1,375,738): Used to enhance opportunities to promote academic achievement and positive youth development and develop family support services that foster learning and growth.Health and Human Services ($1,340,900): Used to support programs that promote access to healthcare for all residents and helping individuals and families obtain basic services to promote an improved quality of life.Civic, Public & Environmental Benefit ($1,963,736): Used to support projects that promote a sense of community, civic engagement, and sustainable communities.Arts and Culture ($289,853): Used to encourage creative expression and provide opportunities for enjoyment of cultural activities and art forms.OTHER GRANTMAKING Several other programs at TCF make grants to nonprofits each year. The following is a description of some of those programs and the total grants made in 2015.Field of Interest Funds ($137,671)Grants from Field of Interest Funds are restricted to a specific program area or geographic area. Those restrictions are set by the fund donors. The current field of interest funds that accept competitive proposals include: Irene S. Rockwell Fund - Benefits the residents of the city of Perris. James Bernard and Mildred Jordan Tucker Fund - Benefits wheelchair users. (ADA compliance projects are eligible.) Seraphim Fund - Aids women and children, including the economically disadvantaged, victims of domestic abuse, and those suffering from physical or mental illness or substance abuse. Fred and Eva V. Stebler Fund - Provides funds for the treatment and care of indigent children in Riverside County, with a strong emphasis on children with special needs. Community Impact FundThe Community Impact Fund comprises the Foundation's unrestricted grantmaking. As an outcome of our 2014 strategic plan, the competitive grantmaking focus of the Community Impact Fund changed from program support to capacity building beginning in 2015. Capacity building support is intended to enable an organization to carry out its mission by strengthening organizational capacity, effectiveness, and sustainability. Capacity building funds provide an opportunity for nonprofits to reflect, learn, and take action in developing short and/or long-term, sustainable solutions to challenges they face in addressing critical community needs. Capacity building is considered to be activities that strengthen the performance of a nonprofit organization to better meet its mission and purpose. Activities include: Training/Workshops such as Board of Governance, Fund Development, Leadership, Advocacy, Logic Models, Finance/Budgets, Evaluation, Marketing, Technology, Social Media, Branding, HR, etc. In 2015 we offered two types of grants: One-Year Responsive and Multi-Year.Herdina Fund ($69,100)This fund is specifically for the payment of veterinary fees and costs incurred by needy senior citizens in the care and treatment of their animals. Seniors applying for benefits must be over the age of 65 and demonstrate a financial need for such assistance. Idyllwild Community Fund ($13,700)The Idyllwild Community Fund makes grants to programs that improve the quality of life for residents of Idyllwild. Funding preference is given to the following areas: Human Services, Environment and Emergency Preparedness. S. L. Gimbel Foundation Fund ($3,344,940)The mission of the S.L. Gimbel Foundation Fund is to enhance the quality of life for people and animals by providing effective support in the Founder's specific fields of interest locally, nationwide and internationally. Program interest areas include: Health, Environmental Protection and Enhancement, Animal Protection, Education, Human Dignity. Willmas Charitable Trust Fund ($175,000)The Willmas Charitable Trust primarily benefits residents of the High Desert of San Bernardino County. The Trust explicitly states that "no part of the Fund shall be distributed or granted: (a) to any organization that advocates or provides abortion services (b) to provide services to benefit persons who are homeless; or (c) for scholarship purposes."   
Financial data
Revenue
Total revenue$10,314,250.00$19,909,980.00   
Revenue from contributions (total)$7,901,208.00$16,674,924.00$16,052,182.00$7,789,780.00$5,236,076.00
Revenue from noncash contributions $1,842,799.00   
Investment income, current yr$2,413,042.00$3,231,946.00   
Total revenue from grants, etc., current yr$7,901,208.00$16,674,924.00   
Total unrelated business revenue$0.00$0.00   
Other revenue, current yr$0.00$3,110.00   
Net unrelated business taxable revenue$0.00$0.00   
Program service revenue (total) $0.00$0.00$0.00$0.00
Gross receipts$19,976,722.00$32,533,815.00   
Sources of contributions
Revenue from fundraising events$136,399.00$12,165.00   
Revenue from gov't grants$186,537.00$107,270.00   
Revenue from all other contributions$7,578,272.00$16,555,489.00   
Other types of revenue
Miscellaneous revenue (total) $3,110.00   
Income from dividends, interest, and similar investments$1,557,318.00$1,519,285.00   
Net rental income $0.00$0.00$0.00$0.00
Net income from fundraising events$0.00$0.00   
Expense categories (totals)
Total functional expenses: sum of all$12,998,360.00$9,499,817.00   
Total functional expenses: program service $11,841,652.00$8,534,969.00   
Total functional expenses: management and general$523,822.00$377,613.00   
Total functional expenses: fundraising$632,886.00$587,235.00   
Fees for services
Legal fees (total)$8,203.00$4,564.00   
Fundraising service fees (total)$0.00$0.00   
Assets and liabilities
Total assets$92,287,619.00$91,628,259.00$79,584,826.00$57,759,742.00$58,455,309.00
Total assets, beginning of year$91,628,259.00$86,504,329.00   
Total liabilities$19,869,631.00$19,590,631.00$15,627,398.00$8,970,615.00$9,277,759.00
Total liabilities, beginning of year$19,590,631.00$16,659,142.00   
Pledges & accounts receivable, net$3,731,459.00$2,865,480.00   
Unrestricted net assets, end of yr$8,747,669.00$8,572,998.00   
Temporarily restricted net assets$63,670,319.00$63,464,630.00   
Net assets$72,417,988.00$72,037,628.00   
Net assets, beginning of year$72,037,628.00$69,845,187.00   
Other liabilities$19,590,950.00$19,292,068.00   
Other assets$1,084,359.00$1,123,442.00   
Investments: other securities$251,606.00$256,956.00   
Investments: publicly traded securities$73,372,228.00$67,998,856.00   
Cash: non-interest bearing$128,080.00$35,602.00   
Cash: non-interest bearing, beginning of year$35,602.00$169,341.00   
Grants payable$151,181.00$118,513.00   
Other financial variables
Revenue less expenses-$2,684,110.00$10,410,163.00   
Advertising (total)$86,832.00$107,588.00   
Savings & temp cash investment$13,636,776.00$19,266,424.00   
Prepaid expenses & deferred charges$45,184.00$35,487.00   
Accounts payable & accrued expenses$127,500.00$180,050.00   
Total net assets or fund balances$72,417,988.00$72,037,628.00   
Depreciation, depletion, amortization$17,934.00$17,346.00   
Governance and accountability
Number of voting members2121   
Number of independent voting members2121   
Financial sheets auditedTrueTrue   
Accrual accountingTrueTrue   
Tax year start date2016-01-012015-01-01   
Tax year end date2016-12-012015-12-012013-12-012011-12-012010-12-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrue   
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990   
Reason for form submission
Amended return True   
Date e-filing submitted2018-01-102017-10-24   
IRS schema version2016v3.02015v3.0   
Filing identifier201733189349306888201702149349301000   
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