View/Open - FOLIO Home

THE JAMES IRVINE FOUNDATION ANNUAL REPORT 2004A N N U A L R E P O R T F O R 2 0 0 4T H E J A M E S I R V I N E F O U N D A T I O NE X P A N D I N G O P P O R T U N I T Y F O RT H E P E O P L E O F C A L I F O R N I A

AA BOUT JAMES IRVINEnative Californian, James Irvine devoted most ofhis life to his business interests in San Franciscoand the development of his 110,000-acre ranch in OrangeCounty, which he inherited from his father in 1886.Mr. Irvine believed that significant community responsibilitycame with his ownership of the ranch, and his philanthropicactivities culminated with the formation in 1937 of TheJames Irvine Foundation. He directed that Foundation grantspromote the general welfare of the people of California,and by the time of his death in 1947, the Foundation hadbegun to make grants to educational and cultural institutionsand other nonprofit organizations. Since its founding in1937, the Foundation has made grants totaling more than$850 million for the people of California.KA BOUT THE COVERatia Vang is a second-generation Californian of Hmongdescent and a nursing student at California StateUniversity, Fresno. Ms. Vang is also a volunteer at Stone SoupTABLE OF CONTENTSFrom the President andChief Executive Officer 2Investing in Youth 4Advancing the Arts 8Building a Better California 122004 Grants 16Grantseeker Guidelines 17From the Chief Investment Officerand Treasurer 38Independent Auditors’ Report 40Financial Statements 41Board of Directors and Staff 48References 49Fresno, a community center that serves the large and growingSoutheast Asian refugee population in the San Joaquin Valley.She is pictured in traditional Hmong costume, standingbefore a tapestry that depicts the story of the Hmong fleeingtheir native country of Laos following the Vietnam War.In 2004, with a grant from Irvine, Stone Soup Fresnodeveloped Project Common Thread, a program designedto preserve and promote the cultural arts of the Hmongand foster cross-cultural awareness in the San Joaquin Valley.As part of Project Common Thread, Ms. Vang helped toestablish a Hmong girls choir, which has been well receivedin the community, and she continues to teach traditional songsthat capture the history and culture of the Hmong people.

THE JAMES IRVINE FOUNDATIONThe mission of The James Irvine Foundation is toexpand opportunity for the people of California toADVANCEparticipate in a vibrant, successful, and inclusivesociety. In pursuit of this mission, the Foundation isENHANCEENGAGEguided by the following goals: advance the educationaland economic prospects of low-incomeCalifornians to create and share in the state’s prosperity;engage a broad cross section of Californiansin the civic and cultural life of their communitiesand the state; enhance mutual understanding andcommunication among diverse racial, ethnic,ENRICHand socioeconomic groups; and enrich the state’sintellectual and creative environment.

FROM THE PRESIDENTAND CHIEF EXECUTIVE OFFICERJames Irvine’s mandate in creating the Foundation carries as muchresonance today as it did in 1937. What emerges from reading his Indentureof Trust, which provides the governing direction for the Foundation, is thathe cared about improving people’s lives, especially those who faced difficultprospects. He also had great affection for California, which provided theland upon which he created his wealth. People and place were importantconcepts for our founder and remain at the center of how this Foundationapproaches its work today.The refocused mission that emerged from our recent strategic planningwork — to expand opportunity for the people of California to participate ina vibrant, successful, and inclusive society — flows directly from our founder’s“Our goal in this year’s report isto provide readers with a clearand tangible picture of how ourinstitution positions itself to carryout James Irvine’s vision in viewof our long history, our enduringvalues, and our finite resources.”wishes. Our three core grantmakingprograms — Arts, CaliforniaPerspectives, and Youth — bring thismission to life in an integratedway that builds upon Irvine’s uniquehistory and competencies as astatewide funder.In 2004, we completed the first fullyear of grantmaking reflecting our newdirections, and to demonstrate an ongoing commitment to our founder’s coreprinciples, this annual report focuses on three P’s: purpose, people, and place.2

In the pages that follow, weoutline the core purpose for each ofour programs. Along with those statementsof purpose, we profile some ofthe people and organizations we areprivileged to support, and highlighta sampling of the places in Californiawhere we do our work. Our goal inthis year’s report is to provide readerswith a clear and tangible picture of how our institution positions itself to carryout James Irvine’s vision in view of our long history, our enduring values, andour finite resources.For The James Irvine Foundation, 2004 established the platform for thefuture. We will build upon this platform in the years ahead in ways that honorthe rich legacy of those who preceded us, that demonstrate our understandingof an ever-shifting external environment in California, and that reflect the valuesand principles that led James Irvine to create this philanthropic enterprise.Sincerely,James E. CanalesPresident and Chief Executive OfficerJuly 20053

FOSTERING MULTIPLE PATHWAYS TO SUCCESSINVESTING IN YOUTHAs young people reach the critical age when they aretransitioning from adolescence into young adulthood, they are alltoo often left on their own to navigate these changes, with littlesupport and few options to pursue. Our Youth program rests onthe premise that all young people deserve access to a combinationof rigorous and relevant educational experiences to ensure theirsuccess in the workplace and as engaged citizens.4To create such opportunities, the Foundation funds organizationsworking to increase the number of low-income youth inPURPOSE The Youth program seeks toincrease the number of low-income youth inCalifornia who complete high school on timeand attain a postsecondary credential by theage of 25. By creating multiple pathways tosuccess, we hope to help more students to stayin school and connect with careers, community,and citizenship.California who complete high school on time and attain a postsecondarycredential by theage of 25. Our grants seek toincrease student retention,improve academic performance,and promote stronger andmore authentic connections tocommunity and citizenship.The urgency of the taskbefore us is clear, and the implications of our failure to accomplishit are staggering. Only 71 percent of California’s students

graduate on time from high school, and graduation rates areshockingly low for African American and Latino male students,at 60 percent and 57 percent, respectively. Our grantmakingfocuses on helping educational and training institutionsto adopt practices that will motivatestudents to learn byoffering them multiple pathwaysto success. The programs wesupport embrace a wide rangeof learning styles and connectstudents, in a concrete and practicalway, to the broader world ofcareer and civic life.While there is widespread recognition in California of theimportance of investing in early childhood, we want to ensure thatour state does not ignore our adolescents and young adults.All youth — regardless of background, life situation, or economiccircumstance — deserve a legitimate and genuine opportunity tosucceed, and at The James Irvine Foundation, we are committedto the development of as many pathways as possible to ensurethat California’s young people thrive.5

A L L I A N C E F O R E D U C A T I O NPEOPLE Mayra Montes has just completedthe 10th grade at San Gorgonio High School andis a participant in the San Bernardino Alliance forEducation, a partnership of business, education,and government leaders designed to raise the academicand workplace literacy of San BernardinoCounty residents. In 2004, the Alliance receiveda grant from The Community Foundation ServingRiverside and San Bernardino Counties, withfunds provided by Irvine, to assist low-incomestudents in making successful transitions from highschool to postsecondary education. Ms. Montesplans to become a pediatric nurse.6

PLACE Southern California’s Riverside andT H E I N L A N D E M P I R ESan Bernardino counties, also known as the InlandEmpire, are among the fastest-growing counties inthe United States. The region is of special interestto Irvine because of its disproportionately largenumber of low-income residents and because thedynamics of growth and demography are creatingsignificant pressures on the community, includingincreasing demands on local schools. High schoolcompletion rates are shockingly low in someInland Empire school districts, and the percentageof young people who attend college falls belowstate and national averages.7

ENHANCING CREATIVITY, BUILDING COMMUNITYADVANCING THE ARTSCalifornians benefit from the presence of a vibrant, rich,and diverse artistic environment that has been built and sustainedover time through the persistence and dedication of many.As a statewide funder of the arts since our inception in 1937, theFoundation recognizes the importance of the arts as a means tobuild community and enhance educational achievement. Just asimportant, we support the arts because they hold the potential todemonstrate the power of human creativity and expression, totap our deepest emotions, to expand our view of the world, andPURPOSE The goal of the Arts program isto promote a vibrant and inclusive artistic andcultural environment in California. We supportthe arts because they hold the potential todemonstrate the power of human creativity andexpression, to tap our deepest emotions, toexpand our view of the world, and to expose usto the very best of human aspiration.to expose us to the very bestof human aspiration.At a time when the arts facea challenging funding environmentand sadly are viewed bysome as discretionary or, worseyet, expendable, Irvine hasrenewed its commitment, seekingto galvanize support for the inherent value of the arts. The goalsof our Arts program are to enhance cross-cultural understanding,8

to promote artistic creativity and innovation, and to ensure thatthe state’s leading arts institutions continue to pursue risk-takingand innovation as they embracetheir important leadership role inthe arts locally, nationally, andeven internationally.Our grantmaking supportsactivities as broad and diverseas: support for individual artiststo create and present their art;funding for arts organizations toexpand their reach to new audiences; and partnerships with keyregional organizations, such as local community foundations,to promote a rich artistic and cultural environment in diverseregions throughout California.Our support for the arts flows from a deep commitment toa vibrant and inclusive artistic and cultural environment inCalifornia that taps the extraordinary diversity of our state, thathonors the pioneering spirit that has characterized the Californiaarts scene, and that seeks to include all Californians in experiencingthe power and joy of the arts.9

S A N D I E G O R E P E R T O R Y T H E A T R EPEOPLE Sam Woodhouse cofounded SanDiego Repertory Theatre with D.W. Jacobs in1976, and serves as its Producing and ArtisticDirector. He is also the founder of the CalafiaInitiative, a multidisciplinary program that createsnew works about the future of San Diego’sbinational identity. San Diego Rep received athree-year grant in 2003 from Irvine to supportThe First Decade Project – a partnership amongLatinos, African Americans, Asian Americans,and immigrants from around the world – todevelop performance works about the changingcultural landscape of 21st century America.10

PLACE San Diego is California’s second largestS A N D I E G Ocity, with a population of more than 1.2 million.One of its most popular attractions is Balboa Park,the largest cultural complex west of the Mississippi,encompassing more than 1,200 acres. Morethan 85 cultural and recreational organizations arelocated in Balboa Park. Casa del Prado Theater,one of its most impressive structures, was built inthe early 1900s and is now used by a number ofcommunity organizations, including San DiegoJunior Theater and San Diego Civic Youth Ballet.Irvine grants in San Diego have included supportfor arts and cultural institutions in Balboa Park.11

ENGAGING CALIFORNIANS, IMPROVING GOVERNANCEBUILDING A BETTER CALIFORNIAAs the Foundation engages with the arts and youth fields,we are also committed to retaining one of Irvine’s distinguishingfeatures: our multipurpose nature. To that end, the CaliforniaPerspectives program supports activities that inform understanding,improve public decision-making, and engage Californians onsignificant issues that will have a long-term impact on the state.This broad goal allows us to respond thoughtfully to an ever-shiftingenvironment in California.12For the next several years, the California Perspectives programwill focus on effective governance, which holds the potential toPURPOSE The goal of the CaliforniaPerspectives program is to inform publicunderstanding, engage Californians, andimprove decision-making on significant issuesof long-term consequence to the state. Theprogram’s current focus is effective governance,which has the potential to make an enduringdifference for the people of California.make an enduring differencefor the state. Accordingly, ourgrantmaking focuses, in part, onensuring that the developmentof public policy related togovernance issues — such asredistricting, term limits, andthe state budget — is informedby credible research, includes new perspectives and voices, andconsiders the implications for low-income Californians, whose

needs are too often either overlooked or simply not represented.In conjunction with this focus on effective governance, wesupport efforts that can bring more immediate positive change inthe day-to-day lives of Californians.The Foundation thereforefunds community mobilizationefforts that bring Californianstogether to solve immediate andtangible challenges in their lives.Through this grantmaking, wehope not only to address the specificproblems to be solved, butalso to demonstrate the inherent value and effectiveness of broadpublic engagement in improving community conditions.California Perspectives represents a new way of working forIrvine. Rather than organizing a grantmaking program around atraditional field, such as education or the environment, we haveorganized ourselves in a way that permits maximum flexibility,allowing us to support organizations that are tackling a range ofissues critical to California’s future. Within this approach, wemaintain an unwavering commitment to benefiting the mostdisenfranchised residents of our state in a quest to create a betterCalifornia for all.13

P I C O C A L I F O R N I A P R O J E C TPEOPLE Lidia Taame, a native of Eritrea, isnow a resident of Fresno and a member of OurSaviour’s Lutheran Church, which is an affiliateof the Pacific Institute for Community Organizations(PICO) California Project, an association ofcongregation-community organizations designedto bring the voices and concerns of regular Californiansto the statewide policy arena. The PICOCalifornia Project represents 350 congregationsand 400,000 families. PICO received a grantfrom Irvine in 2004 to increase voter participationamong Californians in the Central Valley and LosAngeles, Riverside, and San Bernardino counties.14

PLACE Irvine recognizes the importanceS T A T E O F C A L I F O R N I Aof place in California, a state that encompassesdiverse metropolitan areas, developing communities,and vast agricultural lands. We fund targetedcommunity projects, to address local needs,and strategic initiatives that have the potential tobenefit all Californians – such as studies of ourstate’s governance structure, innovative approachesto resolving important public issues, and projectsthat engage more people in civic life. Through allof these efforts, we are privileged to continuethe legacy of James Irvine and to serve the peopleand places of California.15

THE JAMES IRVINE FOUNDATION2004 GRANTSI n 2004, the Foundation approved 415 grants, totaling$53.8 million. The table below shows these grantsby program area and other designations. On the pagesthat follow, we present a detailed list of grants approvedin 2004, in three sections:• Grants approved in our core program areas.• Grants approved to intermediary organizations thatregrant Irvine dollars to other nonprofi t organizations inGRANTS APPROVED AND RATIFIED BY THE BOARD OF DIRECTORS IN 2004Arts $ 13,410,500California Perspectives 10,265,000Youth 19,632,000Cross-Program & Special Opportunities 7,952,500New Connections Fund 1,574,000Board/Staff Discretionary Grants* 642,500Memberships/Sponsorships 487,500SUBTOTAL 53,964,000Adjustments** (190,196)TOTAL GRANTS $ 53,773,804*To enhance their involvement in the work of the Foundation, board and staff members are allowed to request grants each year to nonprofitorganizations in California that qualify for Irvine funding. In 2004, each board member was permitted to request grants totaling $50,000. Each staffmember was permitted to request grants totaling $2,500 to $15,000, depending on his or her position and tenure with the Foundation.**Adjustments include changes in grant amounts for Foundation-Administered Projects, which are usually less than approved amounts, refunds for grantamounts that were not spent by the grantees, and rescissions of grants awarded in 2004.16

their local communities.• Grants approved throughthe Foundation’s NewConnections Fund, a pilotprogram to fund unsolicitedgrant applications on acompetitive basis.Please note that grantsreported in this annualGRANTSEEKER GUIDELINESThe James Irvine Foundation makes grants to a widevariety of nonprofit organizations, most of which receivefunding through our three core grantmaking programs:Arts, California Perspectives, and Youth.The Foundation primarily makes grants to organizationsthat are tax-exempt under section 501(c)(3) of the InternalRevenue Code. In addition, by provision of Mr. Irvine’sIndenture of Trust, which established the Foundation in1937, we are restricted to making grants to programs andorganizations that directly benefit the people of California.Mr. Irvine also stipulated that grants from the Foundation“shall be used for such charities as do not enjoy substantialsupport through taxation.” Based on this restriction, werefrain from making grants to public agencies or organizationsthat receive more than 50 percent of their revenuefrom government sources.For current information about our grantmaking guidelines,please visit our Web site at www.irvine.org.report were approved in 2004 and refl ect the grantmakingpriorities that were in effect at that time. In early2005, we refi ned some of the strategies and priorities inour core grantmaking programs. For current informationon our grantmaking programs, strategies, and priorities,please visit our Web site, www.irvine.org.17

ARTSThe goal of the Arts program is to promote avibrant and inclusive artistic and cultural environmentin California.We believe that a healthy arts system in today’s environmentshould consist of arts organizations that support the creation andpresentation of art, connect art to diverse communities, exploreartistic innovation and risk-taking, and provide leadership for thefi eld and in their communities. This holistic approach, whichconsiders diverse arts disciplines, audiences, and regions, as wellas a broad range of the state’s artistic and cultural organizations,leads us to organize our grantmaking along the followingpriority areas:Artistic CreativityPromote the creation and reinterpretation of art, infusing the artsfi eld with new ideas and methods of creative expression.Connection Through Cultural ParticipationSupport the active engagement of Californians from allsocioeconomic and ethnic backgrounds with quality art from avariety of sources and cultures.Arts LeadershipFoster an environment in which arts and culture fl ourish inCalifornia through support to the state’s largest premier culturalinstitutions and leading arts organizations in the nonmetropolitanareas of California.Arts Grants Approved in2004: Artistic CreativityCALIFORNIASHAKESPEARE FESTIVALBERKELEYTo develop a new play throughcollaboration among CaliforniaShakespeare Festival, CampoSanto, nationally renowned playwrightNaomi Iizuka, and Oaklandcommunities.$100,000 / 2 yearsCENTER FORCULTURAL INNOVATIONLOS ANGELESTo support training and benefitsprograms for artists in California,and for core operating support.$200,000 / 2 yearsKALA INSTITUTEBERKELEYTo build organizational capacitywith equipment upgrades and anew staff position.$135,000 / 2 yearsL.A. FREEWAVESLOS ANGELESTo support a five-week new-mediafestival and build organizationalcapacity.$50,000 / 2 yearsMOVIMIENTO DE ARTE YCULTURA LATINO AMERICANADE SAN JOSE, INC.SAN JOSETo support Where Are You From?Intersections of Art, Economic &Neighborhood Development,an ongoing project promotingeconomic and neighborhoodtransformation.$100,000 / 3 yearsMUSEUM OFCONTEMPORARY ARTLOS ANGELESTo foster and present the workof emerging Southern Californiaartists.$480,000 / 3 years18

SAN FRANCISCOCHANTICLEER, INC.SAN FRANCISCOTo support artistic collaborations,a choral workshop for youth inthe Central Valley, and an onlinecatalog.$100,000 / 2 yearsTHE SAN FRANCISCOFOUNDATIONSAN FRANCISCOFor collaborative efforts betweenthe San Francisco Foundation andEast Bay, Marin, and PeninsulaCommunity Foundations to enhancesupport for individual artists inBay Area communities throughregranting and donor education.$200,000 / 2 yearsSANTA ROSASYMPHONY ASSOCIATIONSANTA ROSATo present two themed musicfestivals using an interactivemusical-conversations format.$120,000 / 2 yearsTHE SUNDANCE INSTITUTEBEVERLY HILLSTo support Sundance Arts andAudiences, a California initiativeto foster new work by independentCalifornia artists and strengthenthe independent film audience.$500,000 / 3 years?Did You Know?Nonprofit artsorganizations inCalifornia contribute$5.4 billion to thestate’s economy,create more than160,000 jobs, andgenerate nearly$300 million in stateand local taxes.THEATREWORKS, INC.PALO ALTOTo support the expansion of theNew Works Initiative, a musicaltheaterdevelopment program.$350,000 / 3 yearsWALTER AND ELISE HAASFUNDSAN FRANCISCOTo support the Creative WorkFund, a regranting initiativeenabling artists to create newwork through collaborations witheach other and with nonprofit artsorganizations in the San FranciscoBay Area.$465,000 / 3 yearsYOUTH SPEAKS, INC.SAN FRANCISCOTo support the commissioningand presentation of original workfrom writers and performers inCalifornia as part of the annualLiving Word Festival.$225,000 / 3 yearsArts Grants Approved in2004: Connection ThroughCultural ParticipationANGELS GATECULTURAL CENTERSAN PEDROFor core operating support toexpand and develop high qualityarts programs that engage thecommunity’s diverse residents.$150,000 / 3 yearsARTE AMERICASTHE MEXICAN ARTS CENTERFRESNOTo expand performing arts activitiesin the Plaza, focused on engaginglarger and more diverse audiences,and for strategic planning.$150,000 / 2 years?Did You Know?California is home toalmost 90,000 artsrelatedbusinesses,and more than516,000 Californiansare employed by creativeindustries, morethan in any otherstate in the nation.THE COMMUNITYFOUNDATIONRIVERSIDETo provide technical assistanceand training to arts organizationsin Riverside and San Bernardinocounties as part of the Arts BuildCapacity (ABC) program.$40,000 / 1 yearCULTURAL COUNCILOF SANTA CRUZ COUNTYSANTA CRUZFor the Irvine Cultural Enhancement(ICE) regranting program,supporting cultural festivals thatcelebrate the diversity of SantaCruz County, and providingprofessional development to smalland midsized arts organizationsin the region.$150,000 / 3 yearsCULTURAL INITIATIVESSILICON VALLEYSAN JOSEToward the implementation of the10-year Regional Cultural Planformally adopted by Santa ClaraCounty and the City of San Jose.$100,000 / 2 yearsFOUNDATIONFOR WORLD ARTSMALIBUTo support the 2005 World Festivalof Sacred Music in Los Angeles andthe development of sustainabilityFRESNO ART MUSEUMFRESNOTo support the Art and ArtifactProgram, a cross-cultural exhibitionand simulated archaeological digsite that links art and archaeology.$350,000 / 3 yearsGRAND PERFORMANCESLOS ANGELESTo present international artistsfrom Mexico and China, as part ofGrand Performances’ free summerseason in downtown Los Angeles.$250,000 / 3 yearsHEYDAY INSTITUTEBERKELEYFor expansion of the Great ValleyBooks publication series andcommunity outreach, and fororganizational development.$350,000 / 3 yearsHUC SKIRBALLCULTURAL CENTERLOS ANGELESTo support the Sunset Concertsseries of world music performancesby artists of diverse culturalheritage, which celebrate the multiculturalnature of Los Angeles.$100,000 / 2 yearsJOE GOODEPERFORMANCE GROUPSAN FRANCISCOTo develop and produce Hometown,a new dance work, in collaborationwith teen video artists.$75,000 / 1 yearplans for future festivals.$100,000 / 2 years19

L.A. THEATRE WORKSVENICEFor core operating support anda feasibility study in the InlandEmpire to increase access to finedramatic literature through radioand internet broadcasts.PASADENACONSERVATORY OF MUSICPASADENATo expand the conservatory’sorganizational capacity to serveits constituency with enhancedprogramming quality.SAN DIEGO FOUNDATIONSAN DIEGOTo support Understanding SanDiego: Arts & Culture, a collaborativeregional process to strengthenthe nonprofit arts and culture sectorin San Diego County.Arts Grants Approved in2004: Arts LeadershipAUTRY NATIONAL CENTERLOS ANGELESFor core operating support toestablish the Autry National Center$150,000 / 1 year$70,000 / 2 years$75,000 / 1 yearas a regional and national resourcefor the study of California and theLOS CENZONTLESPERFORMING ARTS CENTERSTANFORD UNIVERSITYAmerican West.MEXICAN ARTS CENTERSAN PABLOTo support Cultures of Mexicoin California, involving research,education, and live performancesto chronicle changing music anddance in California’s MexicanAmerican communities.$225,000 / 3 yearsNEW CONSERVATORYTHEATRE CENTERSAN FRANCISCOTo support three theater productionsas part of the YouthAwareprogram.$150,000 / 3 yearsORANGE COUNTYMUSEUM OF ARTNEWPORT BEACHTo support the development of theMedia Lounge, a satellite gallery topresent digital and video art.$100,000 / 2 yearsPACIFIC ASIA MUSEUMPASADENATo expand the museum’s organizationalcapacity to serve anincreasingly diverse constituencyby enhancing its exhibitions andeducation programming, andexpanding its marketing andaudience development efforts.$250,000 / 3 yearsOF LOS ANGELES COUNTYLOS ANGELESTo support an informal arts initiative,focused on engaging broaderand more diverse audiences.$75,000 / 1 yearREDLANDS COMMUNITYMUSIC ASSOCIATION, INC.REDLANDSFor The Redlands Bowl SummerMusic Festival, to support infrastructureupgrades and two operaproductions.$90,000 / 2 yearsRIVERSIDE ART MUSEUMRIVERSIDEFor core support to develop themuseum’s exhibition and educationalprogramming, scholarship,and audiences within the InlandEmpire.$200,000 / 2 years?Did You Know?California’s nonprofitarts annually attractmore than 71 millionattendees andparticipants who, inaddition to admissionfees, contributemore than $1 billioneach year to thestate’s economy.STANFORDTo support the Institute forDiversity in the Arts, to engageartists-in-residence, students,faculty, and the community in acollaborative process to createworks in visual and performingarts that explore issues of race anddiversity in California.$75,000 / 3 yearsSTONE SOUP FRESNOFRESNOFor Project Common Thread, topreserve and promote the culturalarts of the Hmong and fostergreater cross-cultural awareness inthe San Joaquin Valley.$75,000 / 2 yearsTEATRO VISIONSAN JOSEFor core operating support toexpand the theater’s organizationalcapacity by enhancing its theatricalprogramming and expanding itsmarketing and audience developmentefforts.$150,000 / 2 yearsVALLEY PUBLICTELEVISION, INC.FRESNOTo strengthen the health of theFresno arts and cultural communityand implement the countywideCultural Plan, through collaborativecommunications and advocacyefforts.$750,000 / 3 yearsBERKELEY REPERTORY THEATREBERKELEYTo enhance organizational capacityand increase utilization of recentlyexpanded facilities.$300,000 / 3 yearsCENTER THEATRE GROUPOF LOS ANGELESLOS ANGELESTo support programmatic workrelated to the opening of CenterTheatre Group’s new Kirk DouglasTheatre and its new artistic director.$600,000 / 3 yearsPALM SPRINGSDESERT MUSEUMPALM SPRINGSTo strengthen the museum byincreasing the quality and accessto its collections and exhibitionsand by improving its capacity forpreservation efforts.$300,000 / 3 yearsSAN FRANCISCOBALLET ASSOCIATIONSAN FRANCISCOFor core artistic program support.$300,000 / 2 yearsSOUTH COASTREPERTORY, INC.COSTA MESAFor core artistic program support.$375,000 / 3 years$50,000 / 1 year20

?Did You Know?Four of the nation’s10 largest metropolitanareas with thehighest concentrationof artists are in California:Los Angeles(ranked first), SanFrancisco-Oakland(third), OrangeCounty (seventh),and San Diego(ninth).HUMBOLDT AREAFOUNDATIONBAYSIDEFor a regranting initiative to supportcultural participation, as part ofthe North Coast Cultural Trust, andto implement a donor educationprogram to increase arts-relatedphilanthropy within Humboldt,Del Norte, and Trinity counties.$400,000 / 3 yearsORANGE COUNTYCOMMUNITY FOUNDATIONIRVINEFor a regranting initiative to supportartistic creativity and diversecultural expressions, and to imple-SANTA BARBARA FOUNDATIONSANTA BARBARAFor a regranting initiative to supportdiverse cultural expressions andto implement a donor educationprogram to increase arts-relatedphilanthropy within Santa BarbaraCounty.$400,000 / 3 yearsSONOMA COUNTYCOMMUNITY FOUNDATIONSANTA ROSAFor a regranting initiative to supportartistic creativity and to implementa donor education program toincrease arts-related philanthropywithin Sonoma County.CALIFORNIA ASSOCIATIONOF MUSEUMSPALM SPRINGSFor core operating support.$25,000 / 1 yearFRESNO ART MUSEUMFRESNOFor fund development and strategicplanning.$20,000 / 1 yearOAKLAND BALLETASSOCIATION, INC.OAKLANDFor core operating support.$70,000 / 1 yearArts Grants Approvedin 2004: CommunitiesAdvancing the ArtsCommunities Advancing the Artsis a three-year, $4.25 millioninitiative intended to build new,sustainable funding streams forthe arts in California.COMMUNITY FOUNDATIONFOR MONTEREY COUNTYMONTEREYFor a regranting initiative to supportdiverse cultural expressions andto implement a donor educationprogram to increase arts-relatedphilanthropy within MontereyCounty.$400,000 / 3 yearsCOMMUNITY FOUNDATIONSILICON VALLEYSAN JOSEFor a regranting initiative to supportdiverse cultural expressionsand to implement a donor educa-ment a donor education program toincrease arts-related philanthropywithin Orange County.$600,000 / 3 yearsSAN DIEGO FOUNDATIONSAN DIEGOFor a regranting initiative to supportdiverse cultural expressionsand to implement a donor educationand engagement program toincrease arts-related philanthropywithin San Diego County.$500,000 / 3 yearsSAN LUIS OBISPO COUNTYCOMMUNITY FOUNDATIONSAN LUIS OBISPOFor a regranting initiative to supportartistic creativity and to implementa donor education program toincrease arts-related philanthropywithin San Luis Obispo County.$300,000 / 3 years$400,000 / 3 yearsArts Grants Approved in2004: Special Projects inthe ArtsARTS COUNCIL FORSAN BERNARDINO COUNTYSAN BERNARDINOFor core operating support tobuild organizational capacity andto provide relevant arts andcultural programming and servicesin San Bernardino County.$75,000 / 3 yearsCALIFORNIA ALLIANCEFOR ARTS EDUCATIONPASADENAFor core support to provide trainingstatewide and technical assistanceto school districts in Los AngelesCounty to implement Arts forAll: Los Angeles County RegionalBlueprint for Arts Education.$150,000 / 3 yearsRIVERSIDE ARTS COUNCILRIVERSIDETo develop and implementArtsopolis Inland Empire, a comprehensivemarketing Web site,and for core operating support.$200,000 / 3 yearsSOUTHWEST CHAMBER MUSICSOCIETYPASADENATo support a development planto access and manage individualdonors.$8,000 / 1 yearWESTERN FOLKLIFE CENTERELKO, NEVADATo support a team of students fromthe Voices of Youth program inCalifornia to attend the awards presentationof the National Federationof Community Broadcasters.$3,200 / 3 monthstion and engagement program toincrease arts-related philanthropywithin southern San Mateo andSanta Clara counties.CALIFORNIA ASSEMBLY OFLOCAL ARTS AGENCIESSAN FRANCISCOFor core operating support to pro-$500,000 / 3 yearsvide networking and professionaldevelopment opportunities to localarts agencies throughout California.$160,000 / 2 years21

CALIFORNIAPERSPECTIVESThe goal of the California Perspectives program is toinform public understanding, engage Californians,and improve decision-making on signifi cant issues oflong-term consequence to the state.The California Perspectives program is at this time addressingthe issue of effective governance at the state and local levels inCalifornia. In order to promote more effective governance, we haveidentifi ed three priority areas for funding. Within these prioritieswe support a range of activities, including policy research andanalysis, strategic communications, public outreach and education,and advocacy. These priorities are:Informing CaliforniansImprove public understanding about state governance issues andother signifi cant issues of long-term consequence to the state.Mobilizing CaliforniansPromote greater and broad-based civic engagement in public policyformation and decision-making processes.Infusing New Ideas and Perspectives for Effective GovernanceSupport the development of new policy ideas and information aboutpublic preferences to advance state and local governance reforms.California PerspectivesGrants Approved in 2004:Informing CaliforniansCALIFORNIA BUDGET PROJECTSACRAMENTOFor support to undertake fiscalpolicy analysis and public educationefforts aimed at improving thesocial and economic well-beingof low- and middle-incomeCalifornians, and to encourageinformed and effective participationin budget and policy debates.$200,000 / 2 yearsCOMMUNITY TELEVISION OFSOUTHERN CALIFORNIA/KCETLOS ANGELESTo support production of CaliforniaConnected, a television and radioshow designed to inform Californiansregarding critical state issues.$1,250,000 / 1 yearKQED, INC.SAN FRANCISCOTo support statewide radio newscoverage of governance issuesand their impact on Californiansthroughout the state.$400,000 / 2 yearsLITERACYWORKSEMERYVILLEFor support of a nonpartisan guideto educate voters on the electoralprocess.$200,000 / 2 years22

SOUTHERN CALIFORNIAPUBLIC RADIOPASADENATo expand KPCC’s coverage ofgovernance and politics in LosAngeles and Orange counties, adda new reporting presence inSacramento and the Inland Empire,and develop programming thatfacilitates civic action amongKPCC’s listeners.$300,000 / 2 yearsTOWN HALL LOS ANGELESLOS ANGELESFor a planning grant to facilitatethe development of a program planand a strategic plan.CENTER FOR COMMUNITYACTION ANDENVIRONMENTAL JUSTICERIVERSIDETo connect residents in Riversideand San Bernardino counties withpublic officials in efforts to achievea healthy regional environment.$150,000 / 18 monthsCENTRAL AMERICANRESOURCE CENTER –CARECEN – OF CALIFORNIALOS ANGELESTo increase the number of informedand active immigrant Latino votersin Los Angeles.$50,000 / 8 monthsLATINO CENTER FORPREVENTION & ACTION INHEALTH & WELFARESANTA ANATo provide low-income residentsin Santa Ana with trainingregarding civic participation andopportunities to engage in civicactivities designed to improve theirquality of life.$200,000 / 2 yearsLIBERTY HILL FOUNDATIONSANTA MONICATo support community-basedorganizations promoting economicequity and civic rights throughregranting.?Did You Know?Latinos who arelikely votersare split amongthose who say theyare politicallyliberal (37 percent),conservative(34 percent), andthose who saytheir politics are“middle-of-theroad”(29 percent).POLICYLINK$75,000 / 5 monthsCalifornia PerspectivesGrants Approved in 2004:Mobilizing CaliforniansTo increase the knowledge andskills of new Latino immigrantsregarding civic participation andprovide opportunities for theircivic involvement.$1,500,000 / 3 yearsNALEO EDUCATIONAL FUNDLOS ANGELESTo promote voter participationand to provide Latino electedOAKLANDFor core support to facilitatecivic engagement in promotinggovernance reforms.$600,000 / 2 yearsALLIANCE FOR ABETTER COMMUNITY, INC.LOS ANGELESTo provide opportunities for LosAngeles residents to engage withpublic officials to promote localeducation and housing reforms.$250,000 / 2 yearsCALIFORNIA CLEAN MONEYCAMPAIGNLOS ANGELESTo support the first year of outreachactivities designed to involve theLatino community in a campaignfinance reform project.$75,000 / 1 year$300,000 / 2 yearsIMMIGRANT LEGALRESOURCE CENTERSAN FRANCISCOTo conduct voter educationactivities within immigrant communitiesin the Central Valley.$205,000 / 2 years?Did You Know?Approximatelyone out of everytwo Californians iseither a first- orsecond-generationimmigrant.officials with technical assistanceand leadership skills to help themsucceed as effective policymakers.$300,000 / 2 yearsPACIFIC INSTITUTE FORCOMMUNITY ORGANIZATIONOAKLANDTo increase voting amonglow-propensity voters withinPICO-affiliated religiouscongregations and surroundingcommunities.$500,000 / 2 yearsSOUTHWEST VOTERREGISTRATION EDUCATIONPROJECTLOS ANGELESTo increase civic participationamong Latinos in California’sCentral Valley, Greater LosAngeles, and the counties of SanBernardino and Riverside.$125,000 / 4 monthsTo conduct voter education andmobilization activities in Latinocommunities within the CentralValley, Inland Empire, and LosAngeles County.$400,000 / 2 years23

STANFORD UNIVERSITYSTANFORDTo conduct a survey of 1,200Latinos regarding patterns ofpolitical participation and nonparticipation,and to release thefindings through regional briefings.$150,000 / 18 monthsCalifornia PerspectivesGrants Approved in 2004:Infusing New Ideas andPerspectives for EffectiveGovernanceCALIFORNIA INSTITUTEFOR COUNTY GOVERNMENTSACRAMENTOTo convene a State-Local FiscalReform Summit.$25,000 / 4 months?Did You Know?Six in 10 Californianshave “some” or“great” confidence instate government toplan for the state’sfuture and growth,while four in 10 have“very little” or noconfidence in stategovernment’scapacity for futureplanning.CENTER FORGOVERNMENTAL STUDIESLOS ANGELESTo conduct and disseminateresearch regarding reforms of ballotmeasure processes, redistricting,and campaign finance systems.$400,000 / 2 yearsTHE CSLA FOUNDATIONLOS ANGELESFor the Pat Brown Institute, toproduce and disseminate informationand analyses about criticalpublic policy issues in California.$400,000 / 2 yearsINSTITUTE OF REGIONALAND URBAN STUDIESPALO ALTOTo support the analysis of Californiabudget issues and disseminate thefindings through presentations,briefings, Web site postings, andother outreach efforts.$40,000 / 4 monthsNEW AMERICA FOUNDATIONWASHINGTON, D.C.To establish a California-basedFellows Program that supports anew generation of public policywriters and thinkers to help createsolutions to California’s mostpressing problems.$750,000 / 1 year?Did You Know?When registeringto vote, four in10 young people,ages 18 to 24, choseto register asindependent or toalign with a thirdparty.PUBLIC POLICY INSTITUTEOF CALIFORNIASAN FRANCISCOTo expand the scope of the eighth,and final, statewide survey ongrowth issues, focusing on thepolicy preferences of California’sdiverse ethnic groups and addingadditional languages to the pollingeffort.$25,000 / 7 monthsFor a continuation of the statewidesurvey series on budget and taxationissues, and for a planninggrant to undertake a comprehensiveanalysis of California’s budgetentitled “Understanding California’sBudget.”$225,000 / 1 yearTo conduct four statewide surveyson the state budget and to enhancethe organization’s capacity to reachUNIVERSITY OF SOUTHERNCALIFORNIALOS ANGELESTo develop innovative policy andcivic engagement solutions toCalifornia’s governance crisis.$600,000 / 2 yearsCalifornia PerspectivesGrants Approved in 2004:Special ProjectsTHE AMERICANDOCUMENTARY, INC.SAN FRANCISCOTo support a strategic review andbusiness planning process.$35,000 / 4 monthsNALEO EDUCATIONAL FUNDLOS ANGELESTo support a strategic planningprocess.$35,000 / 9 monthsdiverse audiences with its researchand analyses.$500,000 / 2 years24

YOUTHThe Youth program seeks to increase the number oflow-income youth in California who complete highschool on time and attain a postsecondary credentialby the age of 25.Through the Youth program, the Foundation seeks to address theachievement gap for low-income youth in California in secondaryand postsecondary education and career training, placing specialemphasis on youth whose life circumstances further diminish theiropportunities for success. To achieve these goals, the Youth programis currently focusing on grantmaking strategies that achieve thefollowing:• Promote academically challenging career and technicaleducation in California high schools;• Improve instruction and support services in high schools andcommunity colleges;• Promote innovative educational alternatives to the traditional highschool; and• Increase parent and family knowledge for student success(through the New Connections Fund).In 2004, the Youth program priorities were: academic engagement and success;college knowledge, transitions, and completion; and special projects. These prioritieswere refined in early 2005, as presented above. In addition, Youth grants wereapproved in 2004 in support of two concluding initiatives, Communities OrganizingResources to Advance Learning (CORAL) and the Campus Diversity Initiative.Youth Grants Approvedin 2004: AcademicEngagement and SuccessBERKELEY BIOTECHNOLOGYEDUCATION, INC.BERKELEYTo support biotechnology education,job training, and postsecondaryadvancement of low-incomeyouth in Alameda County.$200,000 / 2 yearsCOMMUNITY BUILD, INC.LOS ANGELESTo support youth programs, includingtransition-to-high school, highschool outreach, college-bound,and career preparation programs.$200,000 / 2 yearsTHE COMMUNITYFOUNDATIONRIVERSIDETo support local planning effortsfor improving access and retentionof college students in westernRiverside County.$25,000 / 8 monthsCV ECONOMICPALM DESERTFor a planning grant to develop acomprehensive new set of careerpathways for low-income youth.$25,000 / 4 monthsTo support an initiative to developnew career paths for low-incomeyouth in the Coachella Valley byintegrating economic developmentstrategies with regional educationalprograms and services offered bysecondary, college, and universityinstitutions.$250,000 / 1 year25

EXCELLENT EDUCATIONDEVELOPMENTSANTA MONICATo provide business expertise andnew financial models to supportexisting and emerging charterschools in low-income communitiesin Los Angeles.$125,000 / 1 yearGATEWAY CITIESPARTNERSHIP, INC.PARAMOUNTTo provide information technologytraining, professional certification,and college-level credits to lowincomeyouth in pursuit of highereducation and employment intechnology fields.$200,000 / 2 yearsHIGH TECH HIGHCOMMUNITIESSAN DIEGOTo support the creation of HighTech High Communities, a chartermanagement organization overseeingthe replication of the HighTech High small-school model inCalifornia.$400,000 / 2 yearsKERN HIGH SCHOOL DISTRICTEDUCATIONAL FOUNDATIONBAKERSFIELDTo establish education-careeracademies at 10 high schools inKern County to academicallyprepare 300 students for admissionto college and careers in the field ofeducation.$250,000 / 2 years?Did You Know?More than a quarterof California’s residents(27 percent)are under the ageof 18, and morethan a third (37percent) are underthe age of 24.LOS ANGELES TRANSITIONCORPORATIONLOS ANGELESFor The ACME Network, toexpand educational and careeropportunities in arts and animationfor low-income youth in highschool and college.$600,000 / 3 yearsMPR ASSOCIATES, INC.BERKELEYTo improve career and technicaleducation in California to promotehigh school completion and postsecondaryand career transition.$200,000 / 6 monthsOAKLAND COMMUNITYORGANIZATIONS, INC.OAKLANDTo engage students, parents, andcommunity leaders in advocatingfor expanded and academicallyrigorous educational options forOakland’s high-school age youth.$900,000 / 3 yearsPUENTE LEARNING CENTERLOS ANGELESFor the Options for Youth program,to support integrated delivery ofacademic and career preparation tolow-income youth ages 14 to 24 inREGENTS OF THE UNIVERSITYOF CALIFORNIAOAKLANDFor the Career Academy SupportNetwork (CASN) at UC Berkeley’sGraduate School of Education,focused on providing supportsfor the structural transformationof high schools into effective,smaller learning environments forlow-income youth.$40,000 / 6 monthsTo support the Career AcademySupport Network (CASN) indemonstrating a new strategy toincrease the number of Californiastudents traditionally underrepresentedin higher education whomeet eligibility requirementsfor University of California andCalifornia State University.$500,000 / 30 monthsST. HOPE ACADEMYFOUNDATIONSACRAMENTOTo research and develop a pilotafter-school program at SacramentoHigh School focused on academicachievement and college- andcareer-readiness skills.$25,000 / 4 monthsTo support the development andimplementation of an innovativeand replicable model of after-schoolprogramming for high school studentsat Sacramento High.$300,000 / 3 yearsUNIVERSITY OF CALIFORNIA,RIVERSIDE FOUNDATIONRIVERSIDETo improve student achievementin secondary mathematics throughprofessional development forteachers.WESTEDSAN FRANCISCOFor the Strategic Literacy Initiative,to increase access to high-levelacademic literacy for diverse populationsof adolescents.$750,000 / 3 yearsYouth Grants Approved in2004: College Knowledge,Transitions, and CompletionCALIFORNIANS FOR JUSTICEEDUCATION FUNDOAKLANDTo support the Campaign forQuality Education, involving youthand parents in Fresno, Long Beach,Oakland, San Diego, and San Jose.$100,000 / 1 yearCAMPAIGN FORCOLLEGE OPPORTUNITYOAKLANDTo support efforts to provideeligible and motivated students theopportunity to attain a quality educationwithin California’s system ofhigher education.$300,000 / 2 years?Did You Know?Approximately 71percent of California’sstudentscomplete high schoolwithin four years.For African Americanand Latino students,the completionrates are 60 percentand 57 percent,respectively.South and East Los Angeles.$150,000 / 2 years$100,000 / 1 year26

COACHELLA VALLEYOMEGA BOYS CLUB OFWHITTIER EDUCATIONALFOUNDATION-ADMINISTEREDEDUCATION FOUNDATIONSAN FRANCISCOFOUNDATIONPROJECTTHERMALSAN FRANCISCOEL CERRITOSAN FRANCISCOTo support the Catch the DreamTo support the Omega LeadershipFor the TechFutures program, toFor a Foundation-Administeredprogram, established to promoteAcademy, an academic programsupport the implementation ofProject to evaluate the Campusa college-going culture within thethat promotes high school gradu-the Counseling Wizard, an onlineDiversity Initiative, assist granteesCoachella Valley.ation, college preparation, andcounseling system, throughout thein assessing their own diversity$150,000 / 3 yearsTHE COMMUNITYFOUNDATIONRIVERSIDETo develop and implement a pilotmodel to assist low-income studentsin making successful transitionsfrom high school to postsecondaryoptions and/or higher-waged,higher-skilled employment.$250,000 / 2 yearsEASTSIDE COLLEGEPREPARATORY SCHOOL, INC.EAST PALO ALTOTo support the establishment ofan Alumni Network for graduatesof Eastside College PreparatorySchool.retention.$200,000 / 2 yearsPOSSE FOUNDATIONNEW YORK, NEW YORKTo sustain the growth and developmentof the Posse Los AngelesProgram in order to increaseopportunities for urban youth toaccess and succeed in highereducation.$250,000 / 2 yearsSTANFORD UNIVERSITYSTANFORDTo design a research study to informthe successful transition to andexperience in community collegefor California students, particularlythose from cultural- and linguistic-West Contra Costa Unified SchoolDistrict.$75,000 / 1 year?Did You Know?Community collegestudents who transferinto the CaliforniaState University orUniversity of Californiasystems obtaingrade point averagesequal to or higherthan students whoenroll as freshmen inthese institutions.needs and efforts, and facilitateinformation-sharing amonginstitutions and researchers.$458,908 / 1 yearYouth Grants Approved in2004: CommunitiesOrganizing Resources toAdvance Learning (CORAL)InitativeCATHOLIC CHARITIESOF SAN JOSESAN JOSEFor continued implementationof the Communities OrganizingResources to Advance Learning(CORAL) Initiative in San Jose.$1,600,000 / 1 year$150,000 / 3 yearsFULFILLMENT FUNDLOS ANGELESTo support comprehensiveacademic programs and services foreconomically disadvantaged andethnically diverse students in LosAngeles.$200,000 / 2 yearsMDRCNEW YORK, NEW YORKTo support the Californiaprogram of Opening Doors, ademonstration project designed tohelp low-income students succeedin community college as a pathwayto further education at four-yearuniversities, better jobs, andincreased civic engagement.$400,000 / 2 yearsminority backgrounds.$100,000 / 1 yearTHE TOMAS RIVERAPOLICY INSTITUTELOS ANGELESTo increase understanding amongpolicymakers of the critical roleprecollege academic programs playin promoting equity of access toand enrollment in higher educationfor California’s low-income,minority youth.$25,000 / 2 yearsFOUNDATION-ADMINISTEREDPROJECTSAN FRANCISCOFor a Foundation-AdministeredProject to research and assess therole of philanthropy in supportingand sustaining California’s collegeoutreach and school-to-careerefforts.$15,471 / 5 yearsYouth Grants Approved in2004: Campus DiversityInitiativeASSOCIATION OF AMERICANCOLLEGES AND UNIVERSITIESWASHINGTON, D.C.To increase participation byCalifornia colleges and universitiesat the AAC&U 2004 Conference,Diversity and Learning:FRESNO CORAL, INC.FRESNOFor continued implementationof the Communities OrganizingResources to Advance Learning(CORAL) Initiative in Fresno.$1,600,000 / 1 yearNEW VISION PARTNERS, INC.PASADENAFor continued implementationof the Communities OrganizingResources to Advance Learning(CORAL) Initiative in Pasadena.$1,600,000 / 1 yearDemocracy’s Compelling Interest.$30,000 / 9 months27

PUBLIC PRIVATE VENTURESPHILADELPHIA, PENNSYLVANIATo begin work, and to plan futurework, as Intermediary Organizationand Evaluator for the CommunitiesOrganizing Resources to AdvanceLearning (CORAL) Initiative inCalifornia.$150,000 / 3 yearsTo improve the quality andeffectiveness of the after-school programmingin the five cities of theCommunities Organizing Resourcesto Advance Learning (CORAL)Initiative in California through theprovision of management, technicalassistance, communications, andevaluation services.$1,500,000 / 15 monthsSACRAMENTOCHILDREN’S HOMESACRAMENTOFor continued implementationof the Communities OrganizingResources to Advance Learning(CORAL) Initiative in Sacramento.$1,600,000 / 1 yearSRI INTERNATIONALMENLO PARKTo complete the 2003-04 evaluationof the Communities OrganizingResources to Advance Learning(CORAL) Initiative.$12,000 / 2 yearsYOUNG MEN’S CHRISTIANASSOCIATION OFGREATER LONG BEACHLONG BEACHFor continued implementationof the Communities OrganizingResources to Advance Learning(CORAL) Initiative in Long Beach.$1,600,000 / 1 yearFOUNDATION-ADMINISTEREDPROJECTSAN FRANCISCOFor a Foundation-AdministeredProject to support activities relatedto the management transition ofthe Communities OrganizingResources to Advance Learning(CORAL) Initiative.$23,543 / 1 yearYouth Grants Approved in2004: Special ProjectsACTION AGAINST CRIME ANDVIOLENCE EDUCATION FUNDOAKLANDFor policy development and publiceducation efforts aimed at expandingafter-school opportunities forhigh school students.$250,000 / 2 yearsCALIFORNIA CHARTERSCHOOL CONSORTIUMLOS ANGELESFor core support, includingcapacity-building activities forthe youth, teachers, leaders, andcommunities associated withCalifornia’s charter high schools.$200,000 / 2 years?Did You Know?Six of the 10 largestschool districts inCalifornia graduateless than half theirLatino students ontime: Los Angeles,San Diego, Fresno,Oakland, SacramentoCity, and SanBernardino City.CHARLES AND HELEN SCHWABFOUNDATIONSAN MATEOTo support education, economic,and career development servicesof the Emancipated Foster YouthInitiative to improve outcomes forlow-income youth and young adultstransitioning out of foster care.$500,000 / 2 yearsEDSOURCE, INC.PALO ALTOFor core operating support ofEdSource’s programs, whichprovide independent, nonpartisaninformation on California’s publiceducation system.$400,000 / 2 yearsMDRCNEW YORK, NEW YORKFor a series of conferences andpublication of a research synthesisfocused on promoting the use ofevidence-based research in shapinghigh school policy reform andpractice in California.$200,000 / 2 yearsPUBLIC EDUCATIONNETWORK, INC.WASHINGTON, D.C.To build a public record of citizenvoices on the impact the No ChildLeft Behind Act has had on youth,public schools, and communitiesthroughout California.$120,000 / 8 monthsREGENTS OF THEUNIVERSITY OF CALIFORNIAOAKLANDTo support Policy Analysis forCalifornia Education for a series ofseminars and publications presentingnonpartisan research andanalysis to inform legislators and?Did You Know?California’s 109community collegesserve more than2.5 million studentsand represent thelargest system ofhigher education inthe world.WILLIAMS GROUPGRAND RAPIDS, MICHIGANTo develop a plan to disseminateevaluation findings and lessonsfrom the Museum Youth Initiativein California.$25,000 / 4 monthsTo disseminate evaluation findingsand lessons from the MuseumYouth Initiative in California.$60,000 / 6 monthsFOUNDATION-ADMINISTEREDPROJECTSAN FRANCISCOFor a Foundation-AdministeredProject to support technicalassistance, networking, evaluation,and dissemination activities ofthe Museum Youth Initiative.$95,365 / 1 yeartheir staff of key issues in Californiaeducation policy.$120,000 / 18 months28

CROSS-PROGRAMThe Foundation allocates alimited portion of its grantmakingbudget to fund projectsthat relate to the goals of twoor more program areas, orthat relate to the Foundation’sinterests in its priority regionsof the Central Valley, InlandEmpire (Riverside and SanBernardino counties), and LosAngeles County.THE COMMUNITYFOUNDATIONRIVERSIDETo support organizational growth,outreach, and asset-building inRiverside and San Bernardinocounties.$425,000 / 2 yearsCOMPASSPOINT NONPROFITSERVICESSAN FRANCISCOTo support an executive transitionand business planning process forthe Resource Center for NonprofitManagement in Riverside.$50,000 / 9 months?Did You Know?Students with fouryears of arts coursesscore higher onSAT exams thanstudents without anarts education. In1995, for example,SAT verbal scoresaveraged 59 pointshigher and mathscores averaged44 points higher forstudents with coursework in the arts.FRESNO REGIONALFOUNDATIONFRESNOTo support a strategic planningprocess for the Fresno RegionalFoundation and to providecapacity-building support to theNonprofit Advancement Center.$100,000 / 8 monthsPUBLIC POLICYASSOCIATES, INC.LANSING, MICHIGANTo evaluate the effectiveness ofthe leadership programs, regrantingactivities, and regional capacitybuildingefforts offered by theGreat Valley Center.$60,000 / 4 monthsRESOURCE CENTER FORNONPROFIT MANAGEMENTMORENO VALLEYFor core support during a processof executive transition and businessplanning.$50,000 / 9 monthsFOUNDATION-ADMINISTEREDPROJECTSAN FRANCISCOFor a Foundation-AdministeredProject to hire a consultant to assistthe Fresno Regional Foundation ina strategic planning process.$6,176 / 6 monthsSPECIALOPPORTUNITIESThe Foundation’s SpecialOpportunities Fund exists torespond to compelling one-timeopportunities consistent with ourmission, charter, and history.The Fund allows the Foundationto maintain flexibility ingrantmaking activity whilefocusing the majority of Irvine’sresources on a set of targetedstrategies and priorities underits three core programs.ORANGE COUNTYPERFORMING ARTS CENTERCOSTA MESATo support the construction of anew facility and the expansion ofarts education programming.$3,000,000 / 2 yearsSAN FRANCISCO SYMPHONYSAN FRANCISCOTo support planning and implementationof education andcommunity engagement programsin California in connection withthe multimedia initiative, KeepingScore: MTT on Music.$1,650,000 / 42 monthsGREAT VALLEY CENTER, INC.MODESTOTo support the organization inimplementing its strategic planand developing diversified fundingsources, and to continue to provideuseful, credible, and sophisticatedpolicy analysis on issues affectingthe Central Valley.$1,200,000 / 1 yearFor a strategic and business planningprocess to maximize organizationalimpact and sustainability.$150,000 / 4 monthsSTANFORD UNIVERSITYSTANFORDToward The James IrvineFoundation UndergraduateScholarship Fund, for low-incomeCalifornia students.$340,000 / 1 yearTo establish The James IrvineFoundation Fund for SocialInnovation.$300,000 / 1 yearTHE CALIFORNIA CENTERSACRAMENTOTo support core operations ofCalifornia Journal magazine,providing citizens and policymakerswith nonpartisan, reliablereporting on Californiagovernment and politics.$150,000 / 1 yearCAUSE COMMUNICATIONSSANTA MONICATo support publication of a toolkiton nonprofit branding and strategiccommunications, with outreach toCalifornia-based organizations.$75,000 / 1 year29

?Did You Know?California continuesto have the secondhighest ratio of K-12public school studentsper teacherof any state – about20.9 students to oneteacher, compared tothe U.S. average of16.1 to one.CHRONICLE SEASONOF SHARING FUNDSAN FRANCISCOTo support the 2004-05 Season ofSharing Fund campaign.$75,000 / 1 yearINDEPENDENT SECTORWASHINGTON, D.C.For California activities related tothe work of an independentnational panel that will consider andrecommend actions to strengthengood governance, ethical conduct,and effective practice of publiccharities and private foundations.$75,000 / 10 monthsUNITED WAY SILICON VALLEYSAN JOSETo support a collaborative effort todevelop a 2-1-1 telephone-basedinformation and referral service,directing Californians on how tolocate and access health and humanservices.$75,000 / 1 yearWOMEN’S FOUNDATION OFCALIFORNIASAN FRANCISCOTo conduct a series of statewideListening Sessions, in order togather information, deepenunderstanding, and build newpartnerships that will inform theorganization’s strategic planningprocess.$50,000 / 1 yearPACIFIC NEWS SERVICESAN FRANCISCOFor strategic planning.$40,000 / 7 monthsHISPANICS IN PHILANTHROPYSAN FRANCISCOTo support strategic communicationsprojects that increasephilanthropic support to Latinononprofits.$35,000 / 1 yearSAN LUIS OBISPO COUNTYCOMMUNITY FOUNDATIONSAN LUIS OBISPOTo engage in partnership discussionswith two United Way affiliates,in order to more effectivelycoordinate philanthropic resourcesand address the health and humanservices needs of San Luis ObispoCounty.$35,000 / 8 monthsCHICANA / LATINAFOUNDATIONBURLINGAMETo develop a leadership performancereview process, to clarifyboard and staff roles and responsibilitiesfor leadership, and tointegrate these roles into theorganization’s strategic plan.$8,500 / 6 months?Did You Know?Los Angeles Countyhas the largestnumber of peopleliving in poverty ofany metropolitanarea in the country:1.68 milllion people(18 percent) in LosAngeles County livebelow the federalpoverty level.30

REGRANTINGThe Foundation seeks to extendthe reach and effectiveness ofits grantmaking by tapping theexpertise, local knowledge, andinfrastructure of intermediaryorganizations that regrant Irvinedollars to smaller organizations.The use of intermediary organizationsallows Irvine to reach amore diverse group of granteeorganizations and, as a result,more effectively advance our goals.Irvine’s original grants to theseintermediary organizationsmight have been awarded ina previous year. We presentin this section regranting ofIrvine dollars that took placein 2004. Regranting totals foreach intermediary organizationhave been rounded to thenearest $1,000.THE COMMUNITYFOUNDATION SERVINGRIVERSIDE ANDSAN BERNARDINO COUNTIES(WILDFIRE RELIEF GRANT)$71,000Family Service AgencyLegal Aid of San BernardinoLutheran Social Services ofSouthern CaliforniaMary’s Mercy Center/Mary’s TableOperation ProviderRim Family ServicesVolunteer Center of the InlandEmpireTHE COMMUNITYFOUNDATION SERVINGRIVERSIDE ANDSAN BERNARDINO COUNTIES(ARTS BUILD CAPACITY)$170,000Arts Council for San BernardinoCountyArts Council of Big Bear CountyBallet Folklorico de RiversideBeachworks Theatre/Performance LoftChaffey Communities CulturalCenterCoachella Valley Arts AllianceCommunity Arts Theatre (CATS)Dorland Mountain ArtsColony, Inc.Hmong Archives & Culture CenterIdyllwild Master ChoraleInland Chorale MusicEducation, Inc.Inland Cities Harmony ExpressChorusInland Dance Theatre, Inc.Mojave River Valley MuseumAssociationMoreno Valley Master ChoraleMorongo Basin Cultural ArtsCouncilMusic Heritage, Inc.Raincross ChoraleRedlands Art AssociationRiverside African-AmericanHistorical Society?Did You Know?California communityfoundations arestewards of morethan $4 billion incharitable assets.They distribute morethan $500 millioneach year to community-basedorganizationsacross a widerange of focus areas.Riverside Arts CouncilRiverside Children’s TheatreRiverside Community ArtsAssociationRiverside Community MasterChoraleRiverside Dickens FestivalShenanigans Youth Theatre Group31

Temecula Valley Art LeagueKhmer Arts AcademyCitizens Who CareParents, Families and Friends ofTemecula Vintage SingersLa Pena Cultural CenterCity of Modesto Parks RecreationLesbians and GaysThe Institute for Languages &Los Cenzontles Mexican Artsand Neighborhood DepartmentRadio Bilingue, Inc.CultureCenterCity of ParlierRoosevelt School of the ArtsTwentynine Palms Artists GuildMindanao Lilang-LilangCity of ReedleySacramento Area CongregationsVictor Valley Community ConcertOakland Interfaith Gospel ChoirCity of Turlock-Arts CommissionTogetherAssociationWindsong Southland ChoraleFRESNO COMMUNITIESORGANIZING RESOURCES TOADVANCE LEARNING (CORAL)$58,000Adam Grant Music MinistriesEncourage TomorrowOne by One LeadershipScoutreach (Boy Scouts of America,Sequoia Council)Tree FresnoFUND FOR FOLK CULTURE(CALIFORNIA TRADITIONALARTS ADVANCEMENTPROGRAM)$128,000Oriki TheaterPersian American Cultural CenterStone Soup FresnoVoice of RomaGREAT VALLEY CENTER(LEGACI GRANT PROGRAM)$457,000Alliance for Nonprofit DevelopmentArbuckle Revitalization CommitteeBoys & Girls Club of StocktonCalifornia State University ChicoResearch Foundation for NorthState Renewable EnergyCalifornia State University FresnoCalifornia State University FresnoFoundation Center for IrrigationCoalinga Huron Avenal HouseCalifornia State University Chico –College of BusinessCommunity Alliance with FamilyFarmersCorcoran Unified School DistrictCounty of GlennDelhi Chamber of CommerceDelta Resource Conservation andDevelopment CouncilFamily NetworkingsFresno County EconomicOpportunities CommissionFresno Covenant FoundationHealthy House with a MatchCoalitionSacramento River ConservationArea ForumSacramento River PreservationTrustSacramento Valley OrganizingCommunitySierra Economic DevelopmentDistrictSunshine Kids Club of CaliforniaSustainable ConservationTulare Cultural Arts FoundationTuleyomeUnited Iu-Mien CommunityValley Public RadioValley VisionYolo County Arts CouncilAmerican Bosnia and HerzegovinaTechnologyHeidrick Agricultural HistoryYuba CollegeOrganizationCalifornia State UniversityCenterArhoolie FoundationStanislausHome Help for Hispanic MothersHUMBOLDT AREAAssociation for the Advancement ofFilipino American Arts & CultureCalifornia Indian BasketweaversAssociationCambodian Community CulturalCenterCity of San FernandoCenter for Human ServicesCenter for Land-based LearningCenter of Four Generations ofElders and YouthCentral California Art AssociationCentral Valley Business IncubatorImagine U Children’s MuseumInstitute for Ecological HealthJPR FoundationKern County Network for ChildrenKNXT Channel 49KVIE-TV Channel 6FOUNDATION (NATIVECULTURES FUND GRANTS)$94,000American Indian Cultural ResourceCenter, Inc.Bishop Paiutte TribeCalifornia Indian BasketweaversAssociationDoor Dog Music ProductionsEktaa CenterHmong Association of Long BeachInk People Center for the ArtsKaruk Tribe of California,Pa Araaras Aachip (The People’sCenter)?Did You Know?The nine countiesof the San FranciscoBay Area and thecoastal counties ofSouthern Californiatogether hold 95percent of theassets of California’sfoundations.Madera Coalition for CommunityJusticeMerced Lao Family CommunityMiddle Mountain FoundationNorthern California World TradeCenterHSU Sponsored ProgramsFoundationMarselle BurrowsMutsun Language FoundationQuartz Valley Indian TribeSchool of Performing Arts &Cultural EducationSeventh Generation Fund – TheTupippuh Homeland ProjectTolowa Nee-dash SocietyWest Point School32

LIBERTY HILL FOUNDATION(FUND FOR ANEW LOS ANGELES)$650,000Association of CommunityOrganizations for Reform NowBus Riders UnionCalifornians for Justice EducationFundClergy and Laity United forEconomic JusticeCoalition for Economic SurvivalCoalition for Humane ImmigrantRights of Los AngelesCoalition L.A.Community CoalitionFamilies to Amend California’sThree StrikesGarment Worker CenterInquilinos UnidosInstituto de Educacion Popular delSur de CaliforniaNEW VISION PARTNERS$1,018,000Bridging Resources in Technologyand EducationHillsides Altadena Family CenterNew Vision Partners-Jefferson SiteNeighbors Acting TogetherHelping AllNeighborhood Urban FamilyCenterSierra Madre Elementary SchoolParent-Teachers AssociationStudents and Tutors Achieving RealSuccessSycamores Family Resource CenterPACIFIC INSTITUTE FORCOMMUNITY ORGANIZATION(VOTER DEVELOPMENTPROJECT)$340,000Community Voice L.A.Congregations Building Community?Did You Know?The Inland Empire,comprising Riversideand San Bernardinocounties, is hometo 10 percent ofCalifornia’s populationbut receives onlyabout one percentof the state’s philanthropicresources.SACRAMENTO VALLEYORGANIZING COMMUNITY(CENTRAL VALLEY PARTNER-SHIP FOR CITIZENSHIP)$116,000California Rural Legal Assistance,Inc.Central Valley PartnershipCivic Action NetworkEl Colegio PopularFlyaway ProductionsFoolsFURYFua Dia CongoFunsch Dance ExperienceGolden Thread ProductionsHagen & SimoneImpact TheatreLobster Theater ProjectLower Bottom PlayazLunatique FantastiqueNatyaOakland Public TheatrePear Avenue TheatrePorchlight Theatre CompanyRebecca Salzer Dance TheaterRun For Your Life! It’s a dancecompanyScott Wells DancersSecond Wind ProductionsKorean Immigrant WorkersAdvocatesKorean Resource CenterLos Angeles Coalition to EndHunger and HomelessnessLos Angeles Community ActionNetworkLos Angeles MetropolitanChurchesParents Organized for WestsideRenewalSanta Monicans Allied forResponsible TourismGreater Long Beach InterfaithCommunity OrganizationHollywood Interfaith SponsoringCommitteeInland Congregations United forChangeNorth Valley Sponsoring CommitteePeople and CongregationsTogether – StocktonRelational Cultural Institute –FresnoSacramento Area CongregationsTogetherImmigrant Legal Resource CenterNorth Valley Sponsoring CommitteeRelational Culture InstituteSan Joaquin Valley CoalitionYouth in FocusTHEATRE BAY AREA(CA$H PROGRAM)$118,000African-American ShakespeareCompanyAlayo Dance CompanyAlchemyWorksShee Theatre CompanySmith/Wymore Disappearing ActsStepologyTakami & Toumei MoBu DanceGroupTango a Media Luz/Khadra InternationalDance Theatre/EnsamblesBallet Folklorico de San FranciscoThe FoundryThe Un-Scripted Theater CompanyWilde Irish ProductionsWoman’s WillStrategic Actions for a JustEconomyStrategic Concepts in Organizing &Policy EducationBig Moves Bay AreaCutting Ball TheaterDandelion DancetheaterUCLA Center for Labor ResearchEpiphany Productionsand EducationFellow Travelers PerformanceYouth Organizing Communities/GroupInnerCity StruggleFirst Seen33

THE NEWCONNECTIONSFUNDThe James Irvine Foundation seeksto develop meaningful, long-termpartnerships with many of ourgrantees. At the same time, werecognize the benefi ts of seekingout smaller, and often younger,nonprofi t organizations that alignwith our mission. To address thisneed, the Foundation launched apilot program in 2004 called TheNew Connections Fund. This pilotprogram allows grantseekers toapply directly to the Foundationfor grants of less than $50,000 fora maximum of two years.New Connections FundGrants Approved in 2004Arts Program: Artistic CreativityA TRAVELING JEWISH THEATRESAN FRANCISCOTo support a new ensemblecreative process and produce onenew ensemble work.$25,000 / 1 yearABOUT PRODUCTIONSPASADENATo support the creation andpresentation of a play that challengesstereotypical representationsof Latino/Californio culture.$15,000 / 1 yearBERKELEY SYMPHONYORCHESTRABERKELEYTo support the composition andworld premiere of Manzanar:An American Story, a musical workthat explores the history and legacyof the Japanese American internmentcamps.$50,000 / 1 yearBURNON, INC.VENTURATo support the creation of anoriginal theater production to bestaged in Ventura County.$20,000 / 1 yearCABRILLO GUILDOF MUSIC, INC.SANTA CRUZTo support a new production bringingtogether contemporary music,photography, natural science, andperformance art.$30,000 / 1 year?Did You Know?In California’s ruralcommunities, artsvenues are essentialelements in downtownrevitalization,generating an impactof $120 millionannually.DANCE BRIGADESAN FRANCISCOTo support a curated season ofdance, and present and promotenew dance works by emergingchoreographers.$25,000 / 1 yearEDGEFESTLOS ANGELESTo support the Edge of the Worldtheater festival, presenting originalwork by Los Angeles-based artists.$10,000 / 1 yearFOOTHILL THEATRE COMPANYNEVADA CITYTo support the creation andpresentation of a new play, using anensemble-based creative process.$20,000 / 1 yearGAY MEN’S CHORUSOF LOS ANGELESLOS ANGELESToward commissioning fees fornew choral works.$15,000 / 1 yearNEWTOWN PASADENAFOUNDATIONALTADENATo support a public art project thatcelebrates the diversity of Pasadenaresidents.$10,000 / 1 year34

OJAI FESTIVALS LIMITEDUNDERWORLDASIA SOCIETY SOUTHERNCENTER FOR ARTOJAIOPERA COMPANYCALIFORNIA CENTERIN TRANSLATIONTo support the 2005 and 2006Ojai Festival, presenting recentlycomposed and rarely heard worksby emerging national and internationalartists.$25,000 / 2 yearsOTHER MINDSSAN FRANCISCOTo support the creation of a newconcerto blending Balinese musicalOAKLANDTo support the creation of anoriginal opera production.$20,000 / 1 yearWESTWIND BRASSSAN DIEGOTo support the commissioningand presentation of an originalcomposition for brass chambermusic.LOS ANGELESFor the Taiwanese Film Festival,to screen critically acclaimed filmsproduced in Taiwan and facilitatepost-film discussions to increaseunderstanding and appreciation ofTaiwanese culture in Los AngelesCounty.$20,000 / 1 yearBALLET AFSANEH ARTSAN FRANCISCOTo promote the cultural heritageof diverse communities throughcontemporary and classic internationalliterature in translation,bilingual readings, and communityevents throughout the SanFrancisco Bay Area.$40,000 / 2 yearsCENTRO BINACIONALtradition and Western orchestralcounterparts.$30,000 / 1 yearSACRAMENTOPHILHARMONIC ORCHESTRAASSOCIATION, INC.SACRAMENTOTo support the dissemination of anew orchestral work composed byAndré Previn in honor of Sacramentopainter Wayne Thiebaud.$25,000 / 1 yearSMALL PRESS TRAFFICLITERARY ARTS CENTER, INC.SAN FRANCISCOTo support the presentation andcreation of new, experimentalworks of poetry and literature.$20,000 / 2 yearsSPECTORDANCEMARINATo support the creation of acontemporary media dance workexploring concerns of Latino farmworkers in California.$10,000 / 1 year$17,000 / 1 yearNew Connections FundGrants Approved in 2004Arts Program: ConnectionThrough Cultural ParticipationALI AKBAR COLLEGEOF MUSICSAN RAFAELFor the Annual Indian Music andDance Festival, to present classicalIndian music and culture throughperformances, lectures, andhands-on demonstrations of Indianmusical instruments and crafts.$15,000 / 1 year?Did You Know?The Central Valleyis one of the fastestgrowing regionsin California. Itspopulation is nowmore than six million– more than 30U.S. states – and isexpected to almostdouble by 2040.AND CULTURE SOCIETYWOODACRETo promote Central Asian musicand dance to youth and adultsthrough performances in publicvenues, classes, and workshopsthroughout the San Francisco BayArea region.$10,000 / 1 yearBINDLESTIFF STUDIO, INC.SAN FRANCISCOTo preserve and promote Filipinoarts and increase access to andunderstanding of Filipino cultureby new audiences by presentingtheater, music, film, and multimediaprojects by Filipino and FilipinoAmerican artists.$10,000 / 1 yearCALIFORNIA TRADITIONALMUSIC SOCIETYTARZANAFor the Taste of Folk Music &Bluegrass Festival, to promoteprofessional folk and traditionalmusic and dance from Europe andNorth, Central, and South Americathrough live performances, informationbooths, and dance lessons.$15,000 / 1 yearPARA EL DESARROLLOINDIGENA OAXAQUENOFRESNOTo preserve and promote Oaxacanindigenous culture through trainingand performances by the culturaldance group and music band, Se’eSavi (“Son of Rain,” in Mixtec), in arange of community venues in theSan Joaquin Valley.$50,000 / 2 yearsCOMMUNITY PARTNERSLOS ANGELESTo produce and broadly disseminateStories from KhmerLong Beach, which document andexplore the history, experiences,and struggles of Khmer Americansin Long Beach.$20,000 / 1 year35

DIMENSIONS DANCE THEATERMISSION INN FOUNDATIONRURAL MEDIA ARTSCALIFORNIA ELECTEDOAKLANDRIVERSIDEAND EDUCATION PROJECTWOMEN’S ASSOCIATION FORTo present the 2005 Black ChoreographersFestival: Here & Now, tocelebrate and promote artisticexpression among diverse audiencesin the San Francisco Bay Area.$20,000 / 1 yearFIRST VOICE, INC.SAN FRANCISCOTo create and present cross-culturalFor the Generation Project, engagingnew immigrant communitiesfrom Central and South Americawith artists to explore issues relatedto cultural adaptation and preservationthrough videography, recordingof oral histories, and relatedpublications.$30,000 / 1 yearMARIPOSATo present narrative films, documentaries,and children’s films andfacilitate post-film communitydiscussions that serve to increaseawareness and understanding ofdiverse cultures and traditions.$20,000 / 2 yearsVENTURA COUNTYEDUCATION AND RESEARCHSACRAMENTOTo encourage young women in theCentral Valley, Inland Empire, andLos Angeles to vote through outreachby politically active women,materials developed for the targetpopulation, and a media campaign.$50,000 / 2 yearsand interdisciplinary productionsthroughout California that combinetraditional Asian theater, music,and storytelling with indigenousAmerican arts forms, including jazzand contemporary performance art.$20,000 / 1 yearHUNTINGTON BEACHMUNICIPAL ART CENTERFOUNDATIONHUNTINGTON BEACHTo present an exhibition ofcontemporary art created byCalifornia-based VietnameseAmerican and Vietnamese artistsand offer related educationalprograms to increase understandingof the rich cultural traditions thatinfluence contemporary artists.$25,000 / 1 year?Did You Know?Fewer than 60percent of Californiansspeak Englishat home. Spanish isthe second mostcommon languageused (26 percent ofthe population),followed by Chinese(2 percent).NATIONAL STEINBECK CENTERSALINASFor the exhibit My California:Views from the Golden State, topresent visual and performing artdepicting diverse cultural heritagesand perspectives of the CaliforniaDream, with a focus on Latino andAsian Pacific Islander immigrantexperiences.$50,000 / 2 yearsRHYTHMIC CONCEPTS, INC.OAKLANDTo increase access to and anappreciation of jazz and the manydifferent cultures that haveinfluenced jazz through publicperformances and free concerts bythe Oakland Jazz Choir.$15,000 / 1 yearRIVERSIDE COUNTYPHILHARMONICASSOCIATION, INC.RIVERSIDETo develop and present an annualsummer pops series, Pops, People,and Picnic, to attract and serve abroader and more diverse audiencein Riverside County.$25,000 / 1 yearBALLET COMPANYVENTURAFor the Spring Classical Ballet toincrease appreciation of ballet asan art form among underservedand diverse populations throughoutVentura County.$15,000 / 1 yearNew Connections FundGrants Approved in 2004California Perspectives Program:Mobilizing CaliforniansASIAN PACIFICENVIRONMENTAL NETWORKOAKLANDTo increase understanding of theelectoral process and motivatehigher voting rates among East BayAsian Pacific Islanders.$47,000 / 1 yearCHINESE FORAFFIRMATIVE ACTIONSAN FRANCISCOTo foster a civically active AsianPacific American (APA) communityby providing information on criticalstate issues to APA organizationsstatewide and facilitating opportunitiesto connect with elected officials.$30,000 / 1 yearDOMESTIC WORKERSELDERLY AND DISABLEDHOME CARE CENTERSAN DIEGOTo increase understanding of theelectoral process and motivatehigher voting rates in traditionallydisengaged communities in SanDiego County.$50,000 / 9 monthsIMMIGRANT LEGAL RESOURCECENTERSAN FRANCISCOTo increase the capacity ofcommunity-based organizationsin the Bay Area and Los Angelesto conduct voter education andmobilization activities.$50,000 / 8 monthsROSE FOUNDATIONFOR COMMUNITIES ANDTHE ENVIRONMENTOAKLANDTo engage young people in votereducation activities and increasevoting rates among newly registeredvoters in low-income, ethniccommunities in the East Bay.$50,000 / 4 months36

?Did You Know?The informal, “offthe books” economyin Los AngelesCounty is estimatedto employ morethan 811,000, or15 percent, of thelabor force. Theseworkers are oftenpaid substandardwages and receiveno benefits.COVENANT HOUSECALIFORNIAHOLLYWOODTo support the EducationalAdvancement and Career Readinessprogram in training and helpingformerly homeless youth to secureemployment.$35,000 / 1 yearGREENWAY ARTS ALLIANCELOS ANGELESTo strengthen the literacy and academicengagement of high schoolyouth and provide job training withtheater and media arts projects.$35,000 / 1 yearB.A.Y. FUNDSAN FRANCISCOTo provide tutoring, mentoring, andcollege counseling to low-incomehigh school and college students toensure that they become the firstin their families to graduate fromcollege.$20,000 / 1 yearBRIGHT PROSPECT SCHOLARSUPPORT PROGRAMPOMONATo promote college retention andcompletion by providing collegecounseling and financial resourcesrelated to college expenses for lowincomehigh schools and collegeCUESTA COLLEGEFOUNDATIONSAN LUIS OBISPOFor the Bridge to Success program,to introduce first-generationcollege-going students to highereducation and career choices with asix-week summer program.$50,000 / 1 yearGIRLSOURCE, INC.SAN FRANCISCOFor the Bound for Success program,to prepare low-income youngwomen for the transition to college,with college counseling, assistancewith applications, and guidancearound financial aid.New Connections FundGrants Approved in 2004Youth Program:Academic EngagementCALIFORNIA ACADEMYOF SCIENCESSAN FRANCISCOTo expand the Careers in Scienceinternship program, training youthfor careers and postsecondaryeducation in science.$50,000 / 1 yearCAREERS THROUGH CULINARYARTS PROGRAM, INC.NEW YORK, NEW YORKTo expand job placement andcareer counseling services for LosAngeles public high school studentscurrently enrolled in culinaryarts training.$25,000 / 1 yearOCEAN INSTITUTEDANA POINTTo support the SeaTech careerand workplace training program,building participants’ competencein ocean research and technologyand success in postsecondaryopportunities.$45,000 / 1 yearNew Connections FundGrants Approved in 2004Youth Program:College KnowledgeADVANCEMENT THROUGHOPPORTUNITYAND KNOWLEDGE, INC.LOS ANGELESTo ensure the academic preparationof emancipating foster youth forthe transition from high school tocollege.$50,000 / 1 yearstudents.$25,000 / 1 yearCENTRAL CITYLUTHERAN MISSIONSAN BERNARDINOFor an academic support programfocused on high-school retentionand providing assistance withcollege applications for low-incomeyouth in the San Bernardino metroarea.$50,000 / 1 yearCOALRON LYCEUMCOALINGAFor Coalinga House, a summeracademic program for low-incomeyouth from the San Joaquin Valleyto prepare them for a four-yearcollege experience and to introducethem to college life.$25,000 / 1 year$25,000 / 1 yearJEWISH FAMILY ANDCHILDREN’S SERVICESSAN FRANCISCOFor the College and Career Futuresprogram, to support low-income,Russian immigrant youth and theirfamilies in understanding andaccessing postsecondary educationalopportunities.$25,000 / 1 yearONE VOICESANTA MONICATo support low-income highschool students from Los AngelesCounty in the process of applyingto and securing financial aid fromthe colleges of their choice.$25,000 / 1 yearCOMMUNITY PARTNERSLOS ANGELESTo provide intensive college preparatoryservices to high-achieving,low-income high school studentsfrom Watts and East Los Angeles.$45,000 / 1 year37

THE JAMES IRVINE FOUNDATIONFROM THE CHIEF INVESTMENT OFFICER AND TREASURERIn 2004, total financial assets in the Foundation’sendowment increased 13.0 percent, to more than$1.54 billion, primarily because of strong returns fromthe domestic equity market, especially during thefourth quarter of the year, and from private equityinvestments held by the Foundation. The total endowmentearned 17.0 percent for the year. Total grantsapproved were $53.8 million, up 6.5 percent from theprior year, while our grantmaking program expensestotaled $5.6 million for the year, a decrease of1. TOTAL ASSETS AND NET GRANTMAKING 1995-2004(in millions)The Foundation maintains a long-term view withrespect to managing its endowment, with the objectiveof earning at least 5.5 percent on an annual basis, afterinflation and investment fees. Our strategy for achievingthis goal is to invest our assets according to a carefullystructured allocation model, illustrated in Graph 2, thatis designed to reflect the appropriate balance of riskand return over time. The Board of Directors adopteda new asset allocation plan for the Foundation in 2003,and we focused on the transition to this plan during2004. Specifically, the new asset allocation policyadded private real estate and absolute return strategies$1,800$1,200$833$31.0$932$35.7$1,051 $44.7$45.6$1,104$1,605$51.2 $1,510$65.1$1,378$76.1 $1,133$65.8$1,364$50.5$1,542$53.8$120$80as new asset classes within our portfolio.The addition of these two asset classes permits usto expand the opportunity set of investments that canbe made within the portfolio, thus increasing returnsand reducing the volatility of those returns. Private real$600$40estate is a significant investment opportunity that allowssuperior investment managers to produce excellent$01995 1996 1997 1998 1999 2000 2001 2002 2003 2004Total AssetsNet Grantmaking$0returns driven by local, sometimes property-specificconditions and not by the national or global economicconditions that drive most of our other investment12.4 percent from the prior year. Graph 1 provides a10-year history of year-end assets and net grantmakingfor the Foundation. We are pleased to report that2004 marked the second year of recovery for ourendowment, a recovery that will permit us to expandour grantmaking to nonprofit organizations throughoutCalifornia by more than 13 percent in 2005.returns. Similarly, our absolute return strategiesportfolio offers us the ability to partner with the bestinvestment managers who can use their skill and judgmentto produce returns that are not unduly dependenton the performance of the public debt and equitymarkets. While the endowment’s returns will continueto be driven largely by the global public equity anddebt markets, these new asset classes represent mean-38

ingful efforts to diversify the endowment’s portfolioand produce a more stable earnings stream over time.Graph 3 shows how our assets were invested asof December 31, 2004. While our transition to absolute3. INVESTMENT PORTFOLIO AS OF DECEMBER 31, 2004Fixed Income17.6%return strategies is now complete, we have not yetachieved our investment objectives in real estate. Givenmarket conditions and limited opportunities to investquickly in this segment, we are being patient in enteringthis market, although we remain committed to thelong-term advantages of investing in this asset class.Because of the strong performance of our investmentportfolio in the past two years, and our continuedDomestic Equities44.9%Cash/Temporary Investments1.1%International Equities18.5%Private Equities8.6%Absolute Return Strategies9.3%discipline in managing our administrative expenses,we expect to increase total grants in 2005 by13.4 percent, to approximately $61 million. However,it is important to recognize that, for the Foundation’sendowment, returns in the near future will likely notmatch the strong returns of 2003 and 2004. As supportfor this cautionary note, through May 2005, theFixed Income18%2. NEW STRATEGIC ASSET ALLOCATIONInternational Equities16%financial markets were essentially flat for the year,producing no return at all. As a result, we remaincautious in managing our expectations.The Foundation’s investment program is designedto maximize our financial resources in support ofour mission to expand opportunity for the people ofCalifornia. These annual updates offer an opportunityto reflect on our progress, to communicate recentdevelopments in our investment program, and, mostimportantly, to demonstrate our ongoing commitmentto transparency in all aspects of the Foundation’soperations.Domestic Equities38%Private Equities10%Private Real Estate10%Absolute Return Strategies8%John R. Jenks, CFAChief Investment Officer and TreasurerJuly 200539

THE JAMES IRVINE FOUNDATIONINDEPENDENT AUDITORS’ REPORTBOARD OF DIRECTORSTHE JAMES IRVINE FOUNDATIONSAN FRANCISCO, CALIFORNIAWe have audited the accompanyingstatements of financial position of The JamesIrvine Foundation (the “Foundation”) as of December31, 2004 and 2003, and the related statements ofactivities and changes in net assets and of cash flowsfor the years then ended. These financial statementsare the responsibility of the Foundation’s management.Our responsibility is to express an opinion on thesefinancial statements based on our audits.We conducted our audits in accordance with auditingstandards generally accepted in the United Statesof America. Those standards require that we plan andperform the audit to obtain reasonable assurance aboutwhether the financial statements are free of materialmisstatement. An audit includes consideration ofinternal control over financial reporting as a basis forinternal control over financial reporting. Accordingly,we express no such opinion. An audit also includesexamining, on a test basis, evidence supporting theamounts and disclosures in the financial statements,assessing the accounting principles used and significantestimates made by management, as well as evaluatingthe overall financial statement presentation. Webelieve that our audits provide a reasonable basis forour opinion.In our opinion, such financial statements presentfairly, in all material respects, the financial positionof the Foundation as of December 31, 2004 and 2003,and the changes in its net assets and its cash flowsfor the years then ended in accordance with accountingprinciples generally accepted in the United Statesof America.designing audit procedures that are appropriate in thecircumstances, but not for the purpose of expressingan opinion on the effectiveness of the Foundation’sMay 31, 200540

THE JAMES IRVINE FOUNDATIONSTATEMENTS OF FINANCIAL POSITIONDecember 31, 2004 and 20032004 2003ASSETSCash – Interest-bearing deposits $ 14,551 $ 62,649Receivable from Sales of Securities 1,096,762 529,566Interest and Dividends Receivable 3,558,831 3,892,570Investments:Short-term, fixed-income 35,387,330 37,481,368Equity securities 943,715,579 859,045,484Alternative investments 292,569,332 149,536,416Fixed-income securities 264,227,302 312,778,252Total investments 1,535,899,543 1,358,841,520Property and Equipment – Net 1,113,502 1,200,493Prepaid Excise Taxes and Other 366,320 394,153Total $ 1,542,049,509 $ 1,364,920,951LIABILITIES AND NET ASSETSLiabilities:Payable for purchases of securities $ 1,109,148 $ 6,332,268Accounts payable and other accrued liabilities 2,557,620 2,051,845Grants payable – net 37,889,708 35,355,579Total liabilities 41,556,476 43,739,692Net Assets – Unrestricted 1,500,493,033 1,321,181,259Total $ 1,542,049,509 $ 1,364,920,951See notes to financial statements.41

THE JAMES IRVINE FOUNDATIONSTATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETSYears ended December 31, 2004 and 20032004 2003Investment Income:Interest $ 13,656,815 $ 14,903,140Dividends 18,681,944 13,621,673Operating loss from alternative investments (2,430,569) (4,392,321)Fee income 214,010 226,412Investment income before net realized andunrealized gains on investments 30,122,200 24,358,904Net realized and unrealized gains on investments 216,404,531 273,091,409Total investment income 246,526,731 297,450,313Investment Expenses 6,201,289 6,097,415Net Investment Gain Before Federal Excise Taxes 240,325,442 291,352,898Federal Excise Taxes 2,834,165 546,766Net Investment Gain 237,491,277 290,806,132Expenses:Grants approved by the Board of Directors 53,773,804 50,530,557Conditional grant activity and other—net (1,235,997) 921,686Grant expense — net 52,537,807 51,452,243Program administration expenses 5,641,696 6,438,298Total expenses 58,179,503 57,890,541Change in Net Assets — Unrestricted 179,311,774 232,915,591Net Assets — Unrestricted:Beginning of year 1,321,181,259 1,088,265,668End of year $ 1,500,493,033 $ 1,321,181,259See notes to financial statements.42

THE JAMES IRVINE FOUNDATIONSTATEMENTS OF CASH FLOWSYears ended December 31, 2004 and 20032004 2003Cash Flows from Operating Activities:Change in net assets — unrestricted $ 179,311,774 $ 232,915,591Adjustments to reconcile change in net assets—unrestricted to netcash and cash equivalents used in operating activities:Depreciation and amortization 497,990 554,673Property and equipment write-offs 4,481 96,328Net realized and unrealized gains on investments (216,404,531) (273,091,409)Operating loss from alternative investments 2,430,569 4,392,321Changes in operating assets and liabilities:Interest and dividends receivable 333,739 669,080Prepaid excise taxes and other 27,833 (312,006)Accounts payable and other accrued liabilities 505,775 (2,308,920)Grants payable 2,534,129 (4,376,271)Net cash and cash equivalents used in operating activities (30,758,241) (41,460,613)Cash Flows from Investing Activities:Purchases of investments (987,143,809) (833,345,305)Proceeds from sales, maturities, and distributions from investments 1,016,175,394 886,980,467Purchases of property and equipment (415,480) (45,869)Principal repayments from Program RelatedInvestment Fund loan recipients – 718,615Net cash and cash equivalents provided by investing activities 28,616,105 54,307,908(Decrease) Increase in Cash and Cash Equivalents (2,142,136) 12,847,295Cash and Cash Equivalents — Beginning of year 37,544,017 24,696,722Cash and Cash Equivalents — End of year $ 35,401,881 $ 37,544,017Supplemental Disclosure of Cash FlowInformation — Federal excise taxes paid $ 2,520,000 $ 700,519See notes to financial statements.43

THE JAMES IRVINE FOUNDATIONNOTES TO FINANCIAL STATEMENTSYears ended December 31, 2004 and 20031.ORGANIZATIONThe James Irvine Foundation (the “Foundation”) is a private foundationdedicated to expanding opportunity for the people of California toparticipate in a vibrant, successful and inclusive society. The Foundation’sgrantmaking is organized around three program areas: Arts, Youth, andCalifornia Perspectives, which focuses on increasing public understandingof critical issues facing the state and infusing new ideas into the policydevelopment process.2.SIGNIFICANT ACCOUNTING POLICIESBasis of Presentation — The accompanying financial statements arepresented on the basis of unrestricted, temporarily restricted, andpermanently restricted net assets. At December 31, 2004 and 2003, theFoundation had no temporarily or permanently restricted net assets.Cash and cash equivalents consist of cash and short-term, fixed-incomeinvestments with maturities of three months or less at date of purchase asfollows at December 31:2004 2003Investments are stated at quoted market prices or estimated fair values,which are based on independent valuations. Investment expenses includeinvestment management fees, custodial fees and an allocation of theFoundation’s operating expenses. The Foundation maintains the followingcategories of investments:• Short-term, fixed income investments include commercial paper,demand notes, foreign currency and corporate and government bonds.For statement of cash flows presentation purposes, these securities areconsidered to be cash equivalents as such securities have originalmaturities of three months or less.• Equity securities primarily consist of investments in both domesticand foreign corporate common stock securities.• Alternative investments represent investments in limited partnerships,hedge funds, and other non-public investments.• Fixed-income securities include holdings in corporate and municipalbonds, as well as U.S. government securities, various mortgage andasset-backed bonds, and convertible corporate debentures.Program Related Investment Fund Loan — The Foundation had aprogram related investment fund loan which was repaid during 2003. Suchloan had an interest rate of 2.9 percent.Cash, interest-bearing deposits $ 14,551 $ 62,649Short-term, fixed-income investments 35,387,330 37,481,368Total $ 35,401,881 $ 37,544,01744

Property and Equipment is stated at cost and depreciated using thestraight-line method over estimated useful lives of the assets ranging from3 to 10 years. Leasehold improvements are amortized over the lesser ofthe asset’s useful life or the lease term.Fee Income — A securities lending program is managed by theFoundation’s investment custodian. This program permits the custodianto loan certain of the Foundation’s stocks and bonds included inits investment portfolio. The Foundation’s investment custodian hasindemnified the Foundation against the counterparty risk and theFoundation receives a fee from the custodian related to securities loanedunder the program.Grants are expensed when the unconditional promise to give is approvedby the Board of Directors. Conditional promises to give, consistingprimarily of grants with matching requirements, are recognized as grantexpense in the period in which the recipient meets the terms of thecondition. Such conditions may also include other requirements, such asthe requirement for a newly formed organization to successfully establishits 501(c)(3) status before the grant becomes unconditional. Grant refundsare recorded as a reduction of grant expense at the time the Foundationbecomes aware the grant will be refunded.Functional Expense Allocations — Expenses, such as salaries andpayroll taxes, travel and meeting expense, depreciation and amortization,and rent, are allocated among investment expenses and programadministration expenses based on employee ratios and estimates madeby the Foundation’s management.purchases of securities approximate fair value because of the shortmaturity of these financial instruments. Investments are held at estimatedfair value. The alternative investments represent investments in limitedpartnerships, hedge funds, and other non-public investments, whichinclude nonmarketable and restricted investment securities whose valueshave been estimated by the general partner of the limited partnershipor the managing member of the corporation in the absence of readilyascertainable market values. Because of the inherent uncertainty ofvaluation of nonmarketable and restricted investments, those estimatedvalues may differ significantly from the values that would have beenused had a ready market for the securities existed, and the differencescould be material. The carrying amount of grants payable approximatesfair value because such liabilities are recorded at estimated net presentvalue based on anticipated future cash flows.Concentrations of Credit Risk — Financial instruments, which potentiallysubject the Foundation to credit risk, consist primarily of cash, cashequivalents, and investments. The Foundation maintains cash and cashequivalents with major financial institutions. At times, such amounts mayexceed Federal Deposit Insurance Corporation limits. The Foundation’sinvestments have been placed with high-quality counter parties. TheFoundation closely monitors these investments and has not experiencedsignificant credit losses.Tax Exempt Status — The Foundation is a private foundation and isexempt from federal income taxes under Section 501(c)(3) of the Code andfrom California franchise and/or income taxes under Section 23701(d) ofthe Revenue and Taxation Code.Pension Plan — The Foundation provides a defined contribution pensionplan for all its employees. The plan is funded by the Foundation andmaintained by an independent trustee. Contributions to the plan wereapproximately $545,000 and $554,000 in 2004 and 2003, respectively.Estimated Fair Value of Financial Instruments — The carrying amountsof cash, receivable from sales of securities, interest and dividendsreceivable, accounts payable and other accrued liabilities, and payable for45

THE JAMES IRVINE FOUNDATIONNOTES TO FINANCIAL STATEMENTSYears ended December 31, 2004 and 2003Use of Estimates — The preparation of financial statements in conformitywith accounting principles generally accepted in the United States ofAmerica requires management to make estimates and assumptions. Theseestimates and assumptions affect the reported amounts of assets andliabilities and disclosure of contingent assets and liabilities at the date ofthe financial statements and the reported amounts of revenue and expensesduring the reporting period. Significant accounting estimates reflectedin the Foundation’s financial statements include the determination of thefair value of investments (including alternative investments), the discounton grants payable, the calculation of federal excise taxes expense,and the functional expense allocation. Actual results could differ fromthose estimates.The Foundation made capital contributions totaling $108,933,195 and$48,353,372 in 2004 and 2003, respectively, to alternative investments ascalled for by the investment agreements. As of December 31, 2004, theFoundation has commitments under various investment agreements tomake additional capital contributions of $153,800,149.The Foundation has an investment in a limited partnership, which wasvalued at approximately $11,443,059 and $9,353,000 as of December31, 2004 and 2003, respectively, in which a member of the Foundation’sBoard of Directors, through June 2003, was a managing director. As ofDecember 31, 2004, the Foundation has commitments under this partnershipagreement to make additional capital contributions of $5,068,954,which is included in the amount disclosed in the preceding paragraph.Reclassifications — Certain reclassifications have been made to the 2003Statement of Cash Flows to conform with the 2004 presentation. Thesereclassifications had no effect on the change in cash and cash equivalentsin 2003 or cash balances at December 31, 2003.4.PROPERTY AND EQUIPMENTProperty and equipment as of December 31 consists of:3.INVESTMENTSInvestments are stated at quoted market prices or estimated fair values,which are based on independent valuations. The net realized andunrealized gains on investments are comprised as follows for the yearsended December 31, 2004 and 2003:2004 2003Office furniture and equipment $ 2,190,847 $ 2,313,130Leasehold improvements 2,399,324 2,378,321Construction in progress 338,741 –Total 4,928,912 4,691,451Accumulated depreciation and amortization (3,815,410) (3,490,958)2004 2003Property and equipment—net $ 1,113,502 $ 1,200,493Net realized gains on investments sold $118,639,752 $ 31,365,593Net unrealized gains on investments 97,764,779 241,725,816Net realized and unrealized gainson investments $ 216,404,531 $ 273,091,40946

5.GRANTSThe following table summarizes the Foundation’s grant activity for theyears ended December 31:6.FEDERAL EXCISE TAXESIn accordance with the applicable provisions of the Code, the Foundationis subject to an excise tax of 2 percent (1 percent if minimum payoutrequirements prescribed by the Code are met) on its net investment income,2004 2003Grants approved by the Board of Directors $ 53,773,804 $ 50,530,557Add (deduct):Conditional grants made (1,441,664) (148,500)Conditions met on conditional grantsmade in prior years 98,500 758,500Recission of conditions on grants 50,000 –Change in discounts onmulti-year grants —net (184,913) (14,982)Matching gifts program 242,385 332,850Grants refunded (305) (6,182)Conditional grant activity and other —net (1,235,997) 921,686Grant expense —net $ 52,537,807 $ 51,452,243excluding unrealized gains, as defined. The Foundation was subject tothe 2 percent rate in 2004 and the 1 percent rate in 2003. In addition, theCode requires that certain minimum distributions be made in accordancewith a specified formula. At December 31, 2004 and 2003, the Foundationhad made the required minimum distributions.7.LEASE COMMITMENTSThe Foundation leases its facilities under long-term non-cancelableoperating leases. Approximate future minimum lease payments, subjectto adjustments based on changes in real property taxes and maintenanceexpenses, are as follows as of December 31, 2004:Future minimum grant disbursements are scheduled as follows as ofDecember 31, 2004:Unconditional Conditional Total2005 $ 30,458,671 $ 275,000 $ 30,733,6712006 6,071,165 – 6,071,1652007 1,700,000 1,166,664 2,866,664Year Ending December 31Total2005 $ 1,072,6832006 1,072,6832007 408,8252008 408,8252009 387,845Thereafter 1,911,854Total 38,229,836 1,441,664 39,671,500Less discounts onmulti-year grants (340,128) – (340,128)Grants payable—net $ 37,889,708 $ 1,441,664 $ 39,331,372Total $ 5,262,715Rental expense was approximately $839,000 and $741,000 in 2004 and2003, respectively.In August 2004, the Foundation entered into a ten-year lease for its newoffice space at 575 Market Street. The move into this new office wascompleted March 2005. The above schedule includes lease commitmentsfor this space as well as the remaining lease payments on the former officespace at One Market Street. Any potential rent offsets from a sublesseeare not reflected here.47

BOARD OF DIRECTORSJuly 2005OfficersPeter W. StanleyChairGary B. PruittVice Chair and Chair-ElectJames E. CanalesPresident and Chief Executive OfficerJohn R. JenksChief Investment Officer, Treasurer, and Corporate SecretaryDirectorsGreg AvisPalo AltoJames E. CanalesSan FranciscoFrank H. CruzLaguna NiguelDavid Mas MasumotoDel ReyRegina Liang MuehlhauserPleasantonMolly MungerLos AngelesPatricia S. PinedaLafayetteGary B. PruittSacramentoToby RosenblattSan FranciscoSteven A. SchroederSan FranciscoPeter W. StanleyOld Saybrook, ConnecticutPeter J. TaylorLos AngelesSTAFFJuly 2005Executive OfficeJames E. CanalesPresident and Chief Executive OfficerKristin NelsonExecutive AssistantProgramMartha S. CampbellVice President for ProgramsMarcelle Hinand CadyProgram Director, Arts*Amy Dominguez-ArmsProgram Director, CaliforniaPerspectivesJohn Orders(Acting) Program Director, Arts**Anne B. StantonProgram Director, YouthJorge Ruiz de VelascoSenior Program Officer, YouthLatonya SlackSenior Program Officer, CaliforniaPerspectivesRogéair PurnellProgram Officer, YouthJeanne SakamotoProgram Officer, ArtsAnne K. VallySpecial Initiatives Officer andAssistant Corporate SecretaryJason Torres HancockProgram Associate, ArtsSarah IhnProgram Associate,California PerspectivesKenji TreanorProgram Associate, YouthDrusilla JonesAdministrative AssistantCommunicationsDiane J. OlbergDirector of CommunicationsMark E. PothierCommunications ManagerDana BrownfieldCommunications AssociateFinance and AdministrationJohn R. JenksChief Investment Officer, Treasurer,and Corporate SecretaryJeff KumatakaDirector of Finance andAdministrationAccounting and InvestmentsColette ClarkAccounting ManagerAnne A. MatlockInvestment AnalystFerdie SarmientoStaff AccountantLavinia Tiu-MondalaStaff AccountantGrants AdministrationKelly MartinGrants ManagerRobert OliverGrants AdministratorInformation TechnologyJeff BrandenburgManager of Information TechnologyGerald SpicaInformation Technology/Web SpecialistOperationsAnn K. GomesOperations ManagerDion S. HudsonHuman Resources ManagerMicky ShirleyAdministrative AssistantAngie AguilarReceptionist and AdministrativeAssistantEvan CarlsonLos Angeles Office Manager andAdministrative Assistant* Effective September 2005** Through September 200548

REFERENCES: DID YOU KNOW?DESIGN: PENTAGRAM PRINCIPAL PHOTOGRAPHY: JOHN BLAUSTEIN PHOTO ON PAGE 9: MICHAEL J. ELDERMAN PRINTER: LITHOGRAPHIXPAGES 19-20California Arts Council, 2004 EconomicImpact Study: The Arts: A Competitive Advantage forCalifornia II (April 2004)PAGE 21Humphrey Institute of Public Affairs, Projecton Regional and Industrial Economics: The ArtisticDividend Revisited (March 2004)PAGE 23 (LEFT)Ramakrishnan, S. Karthick, Democracy in ImmigrantAmerica: Changing Demographics and Political Participation(Stanford, CA: Stanford University Press, 2005)PAGE 23 (RIGHT)Public Policy Institute of California:“Just the Facts: Latino Voters in California”(October 2004)PAGE 24 (LEFT)Public Policy Institute of California: “SpecialStatewide Survey: Californians and the Future”(August 2004)PAGE 24 (RIGHT)Public Policy Institute of California:“Just the Facts: The Age Gap in California Politics”(October 2004)PAGE 26 (LEFT)U.S. Census Bureau, American Community SurveyProfile 2003PAGE 26 (RIGHT)Harvard University, The Civil Rights Project:“Confronting the Graduation Rate Crisis inCalifornia” (March 2005)PAGE 27Community College League of California:California Community College Pocket Profile (2004)PAGE 28 (LEFT)Harvard University, The Civil Rights Project:“Confronting the Graduation Rate Crisis inCalifornia” (March 2005)PAGE 28 (RIGHT)California Community Colleges Chancellor’sOffice (2005)PAGE 29The College Board: 2000 College-Bound Seniors: A Profileof SAT Program Test Takers (1987-1998)PAGE 30 (LEFT)RAND Corporation: California’s K-12 Public Schools:How Are They Doing? (2005)PAGE 30 (RIGHT)United Way: A Tale of Two Cities: Bridging the Gap BetweenPromise and Peril (2003)PAGE 31League of California Community FoundationsPAGE 32National Center for Family Philanthropy:What California Donors Want: In Their Own Voices (2004)PAGE 33USC Center on Philanthropy and Public Policy:An Atlas of Foundation Philanthropy in California (1999)PAGE 34California Arts Council, 2004 EconomicImpact Study: The Arts: A Competitive Advantage forCalifornia II (April 2004)PAGE 35Public Policy Institute of California: “Just the Facts:California’s Central Valley” (November 2004)PAGE 36Stanford University, Center for Comparative Studiesin Race and Ethnicity: Race and Ethnicity in California:Demographics Report Series – No. 14 (June 2003)PAGE 37United Way: A Tale of Two Cities: Bridging the Gap BetweenPromise and Peril (2003)

575 MARKET STREET, SUITE 3400SAN FRANCISCO, CALIFORNIA 94105415.777.2244865 SOUTH FIGUEROA, SUITE 2308LOS ANGELES, CALIFORNIA 90017213.236.0552WWW.IRVINE.ORG