Los Altos Rotary Endowment Fund Los Altos Rotary

Los Altos Rotary Endowment Fund Los Altos Rotary Club Annual Report 2011 -12 June 21, 2012

LAREF MISSION “The mission of the Los Altos Rotary Endowment fund is the management of contributions received by the Rotary Club of Los Altos, for the purpose of dispensing grants, scholarships and charitable contributions, building an endowment for the future and to otherwise aid and support worthy organizations, be they local, national or international in nature, that are organized and operated exclusively for charitable, educational or community-building purposes. ”

LAREF BOARD 2011 -12 President - Jean Newton Vice President - Phil Rose Secretary - David Smith Jean Mordo* Mike Abrams Jerry Moison Dennis Young Mona Armistead John Sylvester *Outgoing board member; New Board Member: Bonnie Burdett

LAREF Income 2011 -2012 Art Show 2011 Bruce Cann Contributions (Scholarships) Contributions (Unrestricted) Investment Income TOTAL: 96, 000 15, 000 2, 557 700 12, 162 $126, 419

LAREF Budget 2011 -12 Community Contributions Scholarships Camp RYLA Partners for New Generations (PNG) Rota. Care World Community Service (WCS) Partners for Elder Generations (PEG) Rotary AIDS Project (LARAP) Administrative Contingency/Reserve 51, 300* 16, 000** 1, 700 15, 000** 1, 000 5, 000 1, 500 5, 000 TOTAL: $126, 500 *includes $15, 000 from Bruce Cann **plus carryover from 2011

Community Grants 2011 -12 Committee Chair – Jean Mordo Bud Oliver Chuck Lindauer Cynthia Luedtke David Casas Herb Marshall Jack Kelly Jerry Moison Kendra Gjerseth Marlene Cowan Roland Payne Roy Lave Stuart Bowen

Community Grants 2011 -12 Total funding requests --Fall 2011 48, 146 --Spring 2012 56, 300 Total $104, 446 Total grants awarded --Fall 2011 27, 850 --Spring 2012 23, 450 Total $ 51, 300

LAREF Grants Alearn Julie Cates Provide before school and summer math programs called MAP and CATALYST for at risk middle and high school students in San Mateo and Santa Clara Counties www. alearn. org

LAREF Grants Boy Scouts-Pacific Skyline Council Elizabeth Thompson Develop character, citizenship and fitness in youth by training leaders, providing resources and services and sponsoring activities for Los Altos, Mountain View and Palo Alto youth. www. pacsky. org

LAREF Grants Bring Me a Book Karen Drachler Provide teacher workshops and parent involvement project learning centers for low income families in Santa Clara and San Mateo Counties www. bringmeabook. org

LAREF Grants Community Services Agency Megan Perdue Case management services for low-income seniors and financial assistance for medical prescriptions when required www. CSAcares. org

LAREF Grants Day Worker Center Maria Marroquin Provide nutrition education and healthy cooking classes for day workers www. dayworkercentermv. org

LAREF Investment Committee Mike Abrams - Chair Dennis Young John Mc. Donnell Jerry Moison Rick Glaze – Investment Advisor

LAREF Corpus Holdings As of May 31, 2011 2010 Acct. Value (000) $385 2011 $439 5/31/11 Equities Bonds Cash 54% 38% 16 2012 $413 5/31/12 48% 41% 8%

LAREF Checking/Savings As of May 31, 2012 Money Market (Cann) Certificate of Deposit Savings Checking TOTAL: 100, 147 15, 128 65, 166 6, 501 2, 184 $189, 126

Bruce Cann Legacy § $15, 000 is earmarked for community grants for 2012 -13 § $100, 000 is earmarked for a special project according to set criteria determined by the LAREF Board this year

LAREF Grants El Camino Hospital Auxiliary Judy Van Dyck Provide emergency room patients with reading glasses and purchase supplies for volunteers who make comfort pillows www. elcaminohospital. org

LAREF Grants Family Supportive Housing Jeanette Browne Support for After-School Homework Center serving homeless school children in association with San Jose Family Shelter www. familysupportivehousing. org

LAREF Grants FLY Program Anjali Mehta Fresh Lifelines for Youth (FLY) provides legal education, mentoring and leadership training to prevent juvenile crime and incarceration among Santa Clara County youth www. flyprogram. org

LAREF Grants Foothill De Anza Foundation Tilly Wu Provides underserved students with textbook vouchers through the Extended Opportunity Program & Services (EOPS) Book Service Program www. foothill. edu/services/eops/

LAREF Grants Friends of Deer Hollow Carla Dorow Preservation and painting of the White Barn (1860 s) at Deer Hollow Farm used for summer camp and local elementary school children activities info@fodhf. org

Bruce Cann Legacy Criteria § § § Follow LAREF Bylaws Benefit Local Community Los Altos Rotary Club Identity/Named Significant Impact/Long-Lasting Take time to develop the project or program in a meaningful way with outreach, process, timeline, scheduling

LAREF Grants Just Read Allison Kibrick In-school tutoring programs serving Crittenden and Graham Middle Schools and Mountain View and Alta Vista High Schools www. justreadcenters. org

LAREF Grants Living Classroom LASD Mike Sanderson, Maureen Lane To expand provide more lessons and teacher support so children in the Los Altos School District can experience a connection to the living world an appreciation of nature www. lasdk 8. org/garden/living

LAREF Grants Next Door Solutions Bettina Kolbrenner 24 -hour hotline, support group, legal advocacy, counseling, emergency shelter for domestic violence victims in Palo Alto, Mountain View, Los Altos Hills, Sunnyvale and Cupertino www. nextdoor. org

LAREF Grants West Wind 4 H Myllicent Hamilton Provides horseback riding instruction to children ages 5 -19 who have physical and developmental disabilities www. westwind 4 h. org

LAREF Grants Ye Olde Town Band John De. Loach To acquire music, supplies and copyright licenses and help to maintain the float used to provide music in the annual Pet Parade and Festival of Lights Parade www. windband. com

LAREF Matching Grants Pilot Program § Pilot Program Launch July 1, 2012 § $10, 000 allocated to Matching Grants § Pilot Program ends December 31, 2012 § Program Review to determine feasibility

LAREF Matching Grants § LAREF will match up to $100 for each donation of $100 or more by a Rotarian § Maximum of one $100 or one matching grant per Rotarian § First-come, first-served until funds are exhausted

LAREF Matching Grants § Select from an approved list of vetted organizations § Suggest additions to the approved list for review by committee § Checks will be written by the Rotarian directly to the organization § Rotarian will fill out a LAREF matching grant request with copy of donation check § LAREF will send matching grant check to organization

LAREF Giving Your volunteer efforts and monetary contributions to LAREF make a difference. Thank You!!