annual report 2017 - Peery Foundation

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launches in CA and MN. FEBRUARY. JUNE/ .... FOR A FULL LIST OF GRANTS, PLEASE SEE PAGES 17–20 OF THIS REPORT. 10 Books
ANNUAL REPORT 2017 PEERY FOUNDATION

PEERY FOUNDATION

17

ANNUAL REPORT

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StrongMinds

First Place for Youth

Letter from the Executive Director 2017 Numbers Local Portfolio Regional Portfolio Global Portfolio Family Giving Grantee-Centric Philanthropy Team Reflections Letter from the Managing Director Full Grants List

In a year where we tried to stay the same and slow down, we had more change than we imagined possible. We grew our programmatic grant budget by over $1M, applied a big dose of ‘essentialism’ to our processes, saw changes to our team, reimagined the next 3 years of the PF, and started several new initiatives to better serve

Jamen Long

2017 was a year of reluctant change for us. We saw an enormous amount of change externally — in the world around us and the environments our grantees work in — but there was also a significant change within our organisation too. It wasn’t easy. At the outset of 2017 our team sought stability and wanted to actively avoid change. Not because we don’t like change or growth given our industry (and team) exists to advance changemaking! Sometimes we want things to stay the same because change means losing something we currently hold on to, whether it’s a thing or a habit. And loss is scary. One of the important lessons for me in 2017 is that evolution is relevance. Last year we gradually relearned that if we continually strive to build a better world we have to continually adapt to meet our ever-changing environment. The nonprofits we work with know this far better than we do, and they know that evolution can be painful and hard too, but they still continue to grow so they can do better for our communities.

2017 Highlights

Last Mile Health

Cover Photo: Millennium School

Last Mile Health

San Francisco 49er’s Academy

LETTER FROM THE EXECUTIVE DIRECTOR

our grantees (including a personal favourite: piloting mental health support for high need grantee teams). Enormous thanks to our team for the mental, physical, and emotional work that went in to 2017, to our board for helping us look to the future, and to our grantees for enabling us to learn from and contribute to their extraordinary work with communities around the world!

Jessamyn Shams-Lau Executive Director

PEERYFOUNDATION.ORG

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2017 HIGHLIGHTS

JANUARY

PEERY FOUNDATION

AUGUST

APRIL/AUGUST

AUGUST Jocelyn gets married!

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ANNUAL REPORT OCTOBER

PF 2.6 Square Miles screening & report about families in East Palo Alto

Springboard Collaborative expands to San Jose Unified School District AUGUST

MARCH

The Goodness!

SEPTEMBER

MAY EPA College Acceptance Dinner Avani Patel and Peter Fortenbaugh (Boys & Girls Club of the Peninsula) co-written article published in Stanford Social Innovation Review

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Sam Cobbs ED of First Place for Youth awarded BYU Social Innovator of the Year

Grant Advisor launches in CA and MN

Peery Foundation awards it’s first grant towards Syrian Refugee Relief in the Middle East to Basmeh & Zeitooneh

OCTOBER Peery Family Center opening at Palo Alto High School

JUNE/JULY Muso rural launch rolls out health care in the rural district of Bankass, Mali for 300,000 people

NOVEMBER Karelli joins the team

Jamen Long

FEBRUARY

Peery Foundation Team volunteers at Lava Mae pop-up care village

Doniece Sandoval ED of Lava Mae named CNN Hero

Jessamyn speaks at GEO about Grantee-Centric Philanthropy

DECEMBER

David Hickey

Raj Panjabi ED of Last Mile Health named 2017 TED Prize Winner

Grantee-Centric Philanthropy video launched

PEERYFOUNDATION.ORG

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2017 NUMBERS

PEERY FOUNDATION

152

2017

$9.2m

PROGRAMMATIC GIVING $6.9M / 75% FAMILY GIVING $2.3M / 25%

2016

$9m

PROGRAMMATIC GIVING $5.6M / 62% FAMILY GIVING $3.4M / 38%

2015

$33m

2014

$8.6m

2013

$8m

ANNUAL REPORT

PEERY PURCHASING POWER

TOTAL ANNUAL FUNDING COMPARISON

Total Grants in 2017:

17

PROGRAMMATIC GIVING $5.7M / 17% FAMILY GIVING $27.3M / 83%

PROGRAMMATIC GIVING $4.8M / 56% FAMILY GIVING $3.8M / 44%

Getting to Know You Grant

Proof of Concept Grant

Growth and Replication Grant

$35K

$100K

$250K

AVERAGE GRANT

AVERAGE GRANT

AVERAGE GRANT

PROGRAMMATIC GIVING $6.8M / 85% FAMILY GIVING $1.2M / 15% 6 MONTHS OF RENT

NONPROFIT MIDDLE MANAGEMENT SALARY + BENEFITS FOR 1 YEAR

¼ OF A RANDOMIZED CONTROLLED TRIAL

½ FULL TIME PROGRAM COORDINATOR SALARY + BENEFITS

6 MONTHS OF DATABASE BUILDOUT SUPPORT LIKE SALESFORCE

FIRST 3-6 MONTHS OF A NEW SITE LAUNCH

GRANTMAKING BREAKDOWN PORTFOLIO BREAKDOWN

FAMILY GIVING $2.3M / 25%

ECOSYSTEMS $228K / 2%

LOCAL $2.1M / 23%

ISSUE AREA BREAKDOWN OTHER $500K / 7% DIGNITY $750K / 11%

$9.2m

GLOBAL $3.2M / 35%

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LIVELIHOODS $1.65M / 24% INTERNATIONAL $3.5M / 38%

$6.9m REGIONAL $1.4M / 15%

GEOGRAPHIC BREAKDOWN

HEALTH $1.6M / 23% EDUCATION $2.4M / 35%

$9.2m

DOMESTIC $5.7M / 62%

Total unrestricted, multi-year grants in 2017: $4.6M Total unrestricted grants in 2017: $6M

PEERYFOUNDATION.ORG

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San Francisco 49er’s Academy

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WRITTEN BY

$2.1m Grants by Issue Area: MENTAL HEALTH: $213K BASIC NEEDS: $350K EDUCATION: $1.5M

$2.1M

Avani Patel Local Portfolio Director

Organizations Funded: New Grantees: Total Grants:* Funds Leveraged:

FOR A FULL LIST OF GRANTS, PLEASE SEE PAGES 17–20 OF THIS REPORT.

ANNUAL REPORT

BY THE NUMBERS

PORTFOLIO MILESTONES We set seven ambitious, yet feasible milestones and performed well. We took risks and tried our best to respond to grantee and community needs. We strived to reach a budget of $2M, which we exceeded! We hoped to bring new grantees into the portfolio (which we did — 8 of them!), yet struggled to keep our support to grantees consistent as we made 39 grants, had 32 distinct grantees, and our team endured staff changes. Despite these struggles, we pressed on by continuing our role as convener and connector.

17

College Track

In 2017, we were blown away by how many of our grantees stepped up to meet the needs of students and families. This is a trying time for longtime EPA residents — while rent and the cost of living is skyrocketing, there aren’t enough well paying jobs. Most dollars families make go towards rent. Knowing this, many grantees rallied to support students and families beyond their core services. They provided assistance with food and transportation, and partnered with other agencies in the community providing legal or housing assistance. Our grantees have recognized that the community relies on them for support, so they have wrapped around them providing what they can without hesitation. We have seen grantees and community organizations working closer together than ever before. We’re constantly inspired by our grantees’ willingness to dive in with a humble approach.

We continued to host the M-A Student Success Summit, bringing school personnel and non-profit staff supporting EPA youth together. This year, for the first time, EPA youth who attended various high schools were brought together to connect with each other based on the 4-year universities they were headed for — this gave them an opportunity to befriend each other, someone from their hometown, before going off to college. Finally, we finished the Families Project and had nearly 150 community members attend the screening of our animated film at Eastside.

PEERY FOUNDATION

*includes special initiatives

32 8 39 $4.6m

OTHER: $40K

2017

GRANTEE STORY

We facilitated meetings amongst grantees and coordinated joint meetings with funders. In addition, we piloted grants that allowed for mental health services to be accessed by frontline workers at a community based non-profit. We gave more than 15 Student and Family Support microgrants to current grantees to allow them to use discrete funds for basic needs (warm clothing, transportation, hygiene supplies, etc.), instead of them dipping into their programmatic dollars.

$1.5m

10 Books A Home

We invest in schools and community-based nonprofits that have a positive impact on the lives of children and families in East Palo Alto and Belle Haven. We increased our giving to mental health and basic needs providers after listening directly to the community. Many families are in dire need so we increased our giving, reaching our highest budget ever in Local, nearly $2.1M. We also invested in and supported opportunities bringing multiple organizations together.

2016

LOCAL PORTFOLIO

Total Funding PEERYFOUNDATION.ORG

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It’s the unfortunate reality that low-income students read at a level well below their higher-income peers, leading to lasting negative education outcomes. Springboard Collaborative partners with school districts to provide summer reading support and has a track record of successfully increasing literacy for low-income students. We have followed their leadership and success in Pennsylvania and were excited when they approached us with a plan to bring their program to San Jose. They needed grant commitments within the next month, so our team fasttracked diligence and worked with two other Bay Area funders together to secure the funds for Springboard to begin in three schools. I spoke with students, parents, teachers, and district officials, each expressing gratitude and enthusiasm for Springboard. Parents eagerly shared that their children were excited to read at home since participating in the program. Assessments show that students made 3-month reading gains as a result of Springboard’s summer coaching. According to Springboard, San Jose has been the most successful launch in their history!

PORTFOLIO MILESTONES It was a steady year for the Regional Portfolio. We added two new grantees; Springboard Collaborative, and ScriptEd (a model that teaches applicable coding skills to low-income high schoolers to pursue computer science degrees and become employed in the tech sector).

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Springboard Collaborative

This year our team spent time beyond formal check-ins getting to better know the work of our regional grantees. From site visits to volunteer events, each member of the team found opportunities to get out of

And, the team wasn’t alone. Peery Family members from multiple generations also found time to connect with grantees. One family member was a judge for a Millennium School shark tank competition where middle school students delivered impressive professional-quality pitches for their business concepts. Another family member, took a break from his high school classes to spend a day in prison with Defy Ventures getting to know the stories of men who are incarcerated and learning about both the life experiences they share as well as those they can’t imagine.

Total Grants: GROWTH GRANT: 1

GETTING TO KNOW YOU: 2

13 PROOF OF CONCEPT: 10

Organizations Funded: New Grantees: Funds Leveraged:

FOR A FULL LIST OF GRANTS, PLEASE SEE PAGES 17–20 OF THIS REPORT.

ANNUAL REPORT

BY THE NUMBERS

WRITTEN BY

Lindsey Padjen Portfolio Associate

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$1.3m $1.4m

PEERY FOUNDATION

ScriptEd

GRANTEE STORY

the office and into the classroom or out to the sidewalks. One example of this is when our team spent a day volunteering at Lava Mae’s monthly event for people experiencing homelessness and witnessing how live music, clothing, haircuts, and warm meals provide a rare opportunity for an oftentimes isolated group of people to find joy and connection. We learned at this event that Lava Mae refers to the people they serve, that are experiencing homelessness, as their ‘guests’. This inspired us to take a leaf out of their playbook by discussing how our team’s vocabulary could better reflect the foundation’s values and the respect we have for the communities we serve.

13 2 $50K

2017

Springboard Collaborative

We partner with social entrepreneur-led, dynamic organizations, based in Silicon Valley with innovative solutions focused on livelihoods creation, education, poverty alleviation, and the rekindling of human dignity. We provide general operating grants as well as thought partnership on critical issues to growth such as fundraising strategy, organizational structure and development, and systems and process codification.

2016

REGIONAL PORTFOLIO

Total Funding PEERYFOUNDATION.ORG

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In 2017 we continued to look for ways to support grantees beyond our grant funding. In addition to advocating for our grantees with other funders, we provided thought partnership in the areas of fundraising, monitoring and evaluation, and board development, and funded capacity building for grantees through Duarte’s world class storytelling workshop. We look forward to learning from our grantees what additional capacity building opportunities we can support in the future to accelerate their work.

Noora Health

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FOR A FULL LIST OF GRANTS, PLEASE SEE PAGES 17–20 OF THIS REPORT.

$3.2m

ANNUAL REPORT

BY THE NUMBERS Total Grants: SYRIAN RELIEF: 3 MISCELLANEOUS: 2

GETTING TO KNOW YOU: 9

30

GROWTH GRANT: 4 WRITTEN BY

Lindsey Padjen Portfolio Associate

PORTFOLIO MILESTONES This was a year of growth for the Global Portfolio. We added 9 new grantees and increased our funding by nearly 25% compared to 2016! New grantees represent our focus areas of health (Hope Through Health, Noora Health, Trek Medics), livelihoods (Upaya), education (Partnership Schools for Liberia), and restoration of dignity (Gaza Sky Geeks).

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Noora Health

Muso hires and trains Community Health Workers to go door-to-door providing point-of-care services or referring people to clinics for free care, and has seen a dramatic difference in child mortality. In 2017, Muso’s Proactive Care health system rolled out in rural Mali, and the expansion was more successful than anticipated. They had projected an immediate 5x increase in clinical health care service utilization—instead, they saw clinical health care access increase more than 10x. Despite their careful preparation, Muso still underestimated the momentum around their services which increased their annual budget by about $500,000 to pay for additional medications, supplies, and providers, and severely diminished their cash reserves. Jayson helped Muso iterate on their financial model to better meet their updated needs and worked with them on their messaging to other stakeholders. At Big Bang Philanthropy Group’s annual meeting in April, he spoke passionately about helping Muso through their cash flow crunch and encouraged other funders to disperse their existing grant commitments earlier (like the PF did) or increase the amount of their grants. Ultimately, Jayson was able to help influence several other funders to meet Muso’s needs and support them in successfully navigating their way through the cash flow crunch.

PEERY FOUNDATION

PROOF OF CONCEPT: 12 Jocelyn Curran Portfolio Associate

Organizations Funded: New Grantees: Funds Leveraged: *

30 9 $350K

*per portfolio *Grants for relief, small strategic capacity building, etc.

2017

Last Mile Health

GRANTEE STORY

This year we heard from Peery Family members as well as staff the desire to support Syrian Refugees, who have been living in a prolonged state of crisis since 2011. With the help of nonprofit and funder experts and advisors we researched organizations providing exceptional support to Syrian Refugees living in Lebanon, Turkey, Syria, and Germany. We identified three new grantees, Upwardly Global (Global Group), Basmeh and Zeitooneh, and Asylum Access, that between them provide direct aid, employment and education access, empowerment, and legal support.

$2.5m

We partner with social entrepreneur-led, dynamic organizations that have innovative solutions to improve livelihoods, health, and education throughout the developing world. Most of our grants have been concentrated in East Africa and India, but we’ve also funded organizations in South America, West Africa, Southeast Asia, and the Middle East. Similar to the Regional Portfolio, we offer general operating grants and thought partnership to our grantees.

2016

GLOBAL PORTFOLIO

Total Funding PEERYFOUNDATION.ORG

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PEERY FOUNDATION BOARD OF DIRECTORS

PEERY FOUNDATION

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ANNUAL REPORT

Every now and then we ask our grantees the question, “What can we do better for you?”. The response that has come back many times is, “Please share what you are learning about Grantee-Centric Philanthropy (GCP) with other funders!”. Here’s a few ways we continued to develop our understanding of what being grantee-centric means in action and began to work with other foundations to spread the word, in 2017:

DICK PEERY MIMI PEERY DENNIS PEERY JASON PEERY RobertBradshaw Bradshaw Robert

JENNIFER PEERY DAVE PEERY

Each year, Peery Family members support organizations addressing issues that the family is passionate about. One major highlight from 2017 was the opening of the Peery Family Center at the Palo Alto High School so that students can use a new state-of-the-art gymnasium for team practice, home games, and physical education classes. In addition, the family supported the building of a new gym in East Palo Alto! Family Giving has seen participation from each family branch and continues to support a variety of organizations domestically and internationally. One highlight of international giving is Po Paraguay, an organization that prints 3D prosthetic hands and includes the individual in the process of customizing the product. Domestically, the

Peery Family supports organizations addressing mental health such as Adolescent Counseling Services and CASSY Bay Area. In addition, another family member chose to support the Bridge Restoration Ministry which provides programming for men and women with substance abuse problems to change their lives. A few members of the third generation also chose organizations to give to, supporting Operation Underground Railroad and Thorn, organizations dedicated to ending child abuse and trafficking, as well as to their local Interact Club, the service club of Rotary International for people ages 12-18 to develop leadership skills and do community service.

FOR A FULL LIST OF GRANTS, PLEASE SEE PAGES 17–20 OF THIS REPORT.

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• Avani and Jayson conducted joint site visits and shared

• Members of the PF team had calls with other foundations

reporting with peer funders to ease the time burden on grantee partners.

around the world to share the benefits of practicing GCP.

• Lindsey onboarded new foundations to the Funder Feedback tool thus increasing the transparency and feedback loop between grantseekers and grantmakers.

• GrantAdvisor launched their new, anonymous feedback tool! We are proud to be among the first funders and beta testers of this tool. Another highlight was seeing reviewers report that on average our diligence process takes under 4 hours—it’s our goal to keep that average.  vani and Jocelyn launched the Mental Health Pilot with •A a Local Portfolio grantee where we worked with StarVista to offer group and individual therapy to the our grantee’s staff. The pilot was successful and we are exploring how to expand this offering to our entire Local Portfolio.

• Avani and Jocelyn made a proposal to support youth and families in East Palo Alto through our Student & Family Support Grants. The intention is to take the burden off of nonprofits who are using programmatic funding to meet the basic needs of the youth they serve. An unrestricted grant is disbursed to organizations to purchase items that range from school backpacks to hygiene items.

• The PF team continued the practice of traveling to grantees as much as possible to reduce the amount of time that we take away from their ability to focus on programming.

• Jessamyn attended the Grantmakers for Effective Organizations Learning Conference and spoke with other foundations about how to solicit and receive feedback from nonprofits.

• Jocelyn, Lindsey, and Karelli applied ‘essentialism’ to grant management processes. This resulted in reduced diligence times for PF staff and grantees.

• Natalia, Jocelyn, and Jessamyn worked with GoodLine to create a GCP video that was distributed before the Christmas holiday. The intention was to create a quick, digestible summary of what it means to practice GCP.

• Jessamyn began writing a book on how nonprofits and foundations can build EPIC Partnerships, with Vu Le and Jane Leu. Stay tuned for the official launch in the spring!

PEERYFOUNDATION.ORG

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Credit

FAMILY GIVING

Ravenswood Education Foundation

GRANTEE-CENTRIC PHILANTHROPY

PEERY FOUNDATION TEAM REFLECTIONS PEERY FOUNDATION

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ANNUAL REPORT

As always, in 2017 we looked for ways to better serve our portfolio grantees and truly listen to the needs of those we serve. Here’s what each team member learned this past year.

AVANI PATEL Local Portfolio Director

KARELLI CABRAL Portfolio Associate

LINDSEY PADJEN Portfolio Associate

NATALIA SCHOORL Program Assistant

JESSAMYN SHAMS-LAU Executive Director

JOCELYN CURRAN Portfolio Associate / Special Projects Associate

2017 was an ambitious year. I’m most proud of the Families Project. After listening to residents of the community, we created a written report and short animated film to amplify community voice. We continued our role as convener, bringing together nonprofit and school leaders through M-A summits. We also hosted a dinner for EPA youth headed off to college for a chance to meet each other before they took off. There is so much more still to do, endless possibility and opportunity — I hope we’re willing to take on more risk in 2018.

Since I’ve joined the team, I’ve been really motivated by our team’s commitment to treating grantees as real people. Building trust and spaces for grantees to open up and be forthcoming about successes and challenges both work-related and personal is something we’ve learned to be core to delivering granteecentric philanthropy. In doing so we’ve celebrated engagements and new babies to supporting through loss and declines in mental health. These are just a few of the many ways we support the whole social entrepreneur, and something I’m personally really proud of and excited about.

This year I am grateful to our grantees for their honesty and bravery in sharing with us the pressure, isolation, and exhaustion that they often feel. I have learned that for leaders running organizations that save or dramatically improve lives, any mistake, time-off, or missed deadline can feel like they are letting their community down. Sometimes listening and validating this common experience offers relief and connection for our grantees. I am looking forward to exploring additional ways we can step in and support our grantees in finding more balance and wellness.

One highlight this year was volunteering and getting to know grantees. I volunteered at a Lava Mae pop-up care village, an event that provides an array of services to people experiencing homelessness such as a hot meal, showers, and haircuts. Another highlight was doing mock interviews and meeting San Jose State University students from underrepresented backgrounds in the Braven program. By volunteering with grantees and speaking with folks participating in the programs, I learned what a difference our grantees’ programs make to people in the community.

This year I learned from our nonprofit peers that ‘healthy people build healthy things’. Due to this lesson, many of my 2017 conversations with nonprofit leaders included discussions around their own personal wellness, and an exploration of what funders can do to create and reinforce messages that encourage people to take time to build and maintain their own health. It’s a theme I’m excited to continue to learn about and share with others in 2018.

This year, I focused on supporting our grantees through our traditional grantmaking as well as through new initiatives that we piloted to provide support beyond our grant dollars. I am especially proud of the work we did in East Palo Alto this year. From bringing together high school seniors in EPA before they went off to college to supporting one organization with mental health coverage for their staff. Knowing that we were able to help in some, small way is why I love my job and the work we get to do!

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PEERYFOUNDATION.ORG

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LETTER FROM THE MANAGING DIRECTOR

LOCAL PORTFOLIO

“Everything that is really great and inspiring is created by the individual who can labor in freedom.” — Albert Einstein

I love this quote. As people of great capability and vision are given the support and respect to “labor in freedom,” beautiful things can happen! I believe this wholeheartedly. These principles can be easily dismissed as too difficult to measure or quantify, however, you will find them when you look at the successful efforts of beneficiaries, nonprofits, and foundations. When a woman is given the opportunity to self-evaluate the ways in which she experiences poverty, and chart her own course to prosperity, the results can be extraordinary. This woman no longer sees herself as a passive recipient of charity, but as the key protagonist in her family’s journey out of poverty. She has a sense of dignity and confidence that comes from being trusted and supported to lead her own life. When social entrepreneurs are trusted as human beings with their own priorities and aspirations, rather than assuming they don’t know what’s good for them, we create an environment that better enables their success. When a funder takes on a service role, they honor the wisdom of nonprofit leaders to know what needs to improve and the freedom to succeed on their own terms. We try to live these principles at the Peery Foundation. They are what we look for in the work of our grantees. PAGE 16

They guide the decision-making and support of our portfolio organizations. And these principles can be found in how we support and trust our staff to lead in their respective areas of responsibility. On behalf of the Peery family and board, I want to express my gratitude to our staff for being the kind of professionals we can trust to do extraordinary work, representing our family in the world. So what might it look like when philanthropy can “labor in freedom”? This coming year we plan to raise our vision for what philanthropy without constraints might look like. What should be the role of philanthropy, and how are we short-changing ourselves by old ways of thinking? We don’t have the answers but are ever-seeking a better way. It is the responsibility of philanthropy to do so.

PEERY FOUNDATION

ORGANIZATION Ravenswood Education Foundation (REF): High School Transition Fund StreetCode Academy: Professional Development Building Futures Now: General Operating Support EPAMade: General Operating Support College Track: General Operating Support New Teacher Center: General Operating Support DreamCatchers: General Operating Support Philanthropic Ventures Foundation: Student & Family Support Pilot CASSY: General Operating Support Able Works: Phase 1 of Evaluation Work Playworks: General Operating Support Sequoia Union High School District (SUHSD): Tri-district work between Sequoia, Redwood City, and Ravenswood East Palo Alto Academy (EPAA): College & Career Initiative Community Legal Services in East Palo Alto: General Operating Support StarVista: General Operating Support StarVista: Mental Health Pilot Ecumenical Hunger Program (EHP): General Operating Support All Five: General Operating Support 10 Books A Home: General Operating Support Able Works: Future Profits Program Foundation for a College Education: General Operating Support Silicon Valley Urban Debate League: General Operating Support Boys & Girls Club of the Peninsula: General Operating Support Vida Verde Nature Education: General Operating Support Ravenswood Education Foundation (REF): General Operating Support Eastside College Preparatory School: General Operating Support and Alumni Program Children’s Health Council: Ravenswood Initiative East Palo Alto Charter School (EPACS): General Operating Support Philanthropic Ventures Foundation: Student & Family Support Grants East Palo Alto Phoenix Academy (EPAPA): General Operating Support Habitat for Humanity Greater San Francisco: Work in East Palo Alto Canopy: General Operating Support San Francisco 49ers Academy: General Operating Support StreetCode Academy: General Operating Support KIPP Valiant Community Prep: Mental Health Live in Peace: Strategic Planning & General Operating Support East Palo Alto Police Officers Association (EPAPOA): EPA Toy Drive Philanthropic Ventures Foundation: Rescue Housing Fund All Students Matter: General Operating Support

Dave Peery Managing Director

FUND KEY

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ANNUAL REPORT

MONTH January March April May June June June June July July July

FUND SVCF PVF SVCF PVF SVCF SVCF SVCF PVF PF SVCF PF

AMOUNT $50,000 $3,100 $25,000 $15,000 $50,000 $100,000 $25,000 $15,000 $100,000 $25,000 $100,000

July July July July July July September September September September September September September September September October October October October October November November November December December December December December

PVF PVF PF PF PVF SVCF SVCF PF SVCF SVCF SVCF SVCF PF PF PF SVCF SVCF PVF SVCF SVCF SVCF SVCF PF SVCF SVCF PVF PVF PVF

$70,000 $50,000 $100,000 $50,000 $13,000 $50,000 $75,000 $75,000 $25,000 $75,000 $50,000 $100,000 $50,000 $100,000 $200,000 $25,000 $50,000 $50,000 $50,000 $35,000 $20,000 $50,000 $50,000 $25,000 $25,000 $5,000 $100,000 $10,000 $2,086,100

PVF = Philanthropic Ventures Fund PF = Peery Foundation DTC = Deseret Trust Company SVCF = Silicon Valley Community Foundation PEERYFOUNDATION.ORG

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Springboard Collaborative

EPACS

2017 PROGRAMMATIC AND FAMILY GIVING

REGIONAL PORTFOLIO

ORGANIZATION uAspire: General Operating Support Lava Mae: General Operating Support Springboard Collaborative: San Jose Expansion At The Crossroads: General Operating Support Downtown Streets Team: General Operating Support Genesys Works: General Operating Support Beyond 12: General Operating Support Downtown Streets Team: SEA Summit Travel Stipend Equal Opportunity Schools (EOS): General Operating Support Braven: SEA Summit Travel Stipend Lava Mae: SEA Summit Travel Stipend First Place for Youth: General Operating Support Defy Ventures: General Operating Support, Silicon Valley ScriptEd: General Operating Support Braven: General Operating Support Millennium School: General Operating Support

FUND KEY PAGE 18

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ANNUAL REPORT

FUND SVCF SVCF SVCF PVF SVCF PF PVF PF PF PF PF PF PF SVCF SVCF SVCF

MONTH January January January March March March April April April May May May May May June June August August August August August August August September

FUND DTC SVCF PF PF PF SVCF PF PF PF PF SVCF PVF PF SVCF PF SVCF SVCF PF PF PF PF SVCF PF SVCF

AMOUNT $100,000 $100,000 $75,000 $100,000 $250,000 $100,000 $100,000 $400 $100,000 $400 $200 $100,000 $100,000 $50,000 $100,000 $100,0000 $1,376,000 AMOUNT $50,000 $50,000 $100,000 $100,000 $25,000 $100,000 $50,000 $100,000 $100,000 $50,000 $100,000 $250 $100,000 $50,000 $100,000 $100,000 $250,000 $250 $250 $500 $750 $50,000 $250 $250,000

PVF = Philanthropic Ventures Fund PF = Peery Foundation DTC = Deseret Trust Company SVCF = Silicon Valley Community Foundation

Basmeh and Zeitooneh: General Operating Support Hope Through Health: General Operating Support Laboratoria: General Operating Support Medic Mobile: General Operating Support StrongMinds: General Operating Support Namati: General Operating Support Asylum Access: General Operating Support, Middle East Work Upwardly Global: Impact & Investing Conference Partnership Schools for Liberia: General Operating Support Living Goods: General Operating Support Proximity Designs: General Operating Support Educate!: General Operating Support Last Mile Health: General Operating Support Medha: General Operating Support

ECOSYSTEMS

ORGANIZATION Grantmakers for Effective Organizations: Membership contribution New Profit: Gathering of Leaders GrantAdvisors: GrantAdvisor Project GrantAdvisors: GrantAdvisor Project Tipping Point Community: General Operating Support Social Enterprise Alliance: Conference fees for grantees Project Wayfinder: General Operating Support Global Citizen Year: Consulting Project w/Christine Sherry

FAMILY GIVING

ORGANIZATION Hoover Institution: General Operating Support Partners in Health: Hurricane Matthew Relief Gamble Garden: General Operating Support Lewis & Clark: Parent’s Fund Buck/Cardinal Club Fund: General Operating Support Stanford Hospital & Clinics: General Operating Support Lifting Generations: General Operating Support Fundación Paraguaya: Scholarship Program Sonidos de la Tierra: General Operating Support Fundación Dequení: General Operating Support Fight the New Drug: General Operating Support Washington State University Foundation: Mechanical & Materials Engineering Fund Capital High School: Walter & Lillie Steele Scholarship Oceanside High School Boys & Girls Track: General Operating Support

September October October October November November December December December December December December December December

PVF PF PF DTC DTC PF SVCF PVF PVF DTC PF PF DTC SVCF

$100,000 $50,000 $100,000 $250,000 $100,000 $100,000 $35,000 $3,000 $100,000 $250,000 $100,000 $100,000 $100,000 $100,000 $3,215,250

MONTH January January February February April August August November

FUND PF SVCF SVCF SVCF PF PF SVCF PVF

AMOUNT $3,190 $10,000 $25,000 $25,000 $100,000 $9,000 $50,000 $5,500 $227,690

MONTH January January February March March March March April April April April April April April

FUND PF DTC PF PF PF PF DTC PVF PVF PVF DTC PF DTC PF

AMOUNT $10,000 $20,000 $250 $10,000 $20,000 $250,000 $10,000 $33,000 $41,000 $5,000 $250,000 $1,000 $8,000 $500

(continued on page 20) PEERYFOUNDATION.ORG

PAGE 19

Last Mile Health

Noora Health

PEERY FOUNDATION

(continued from page 18) MONTH January January May May June June June August August August August October October November November December

GLOBAL PORTFOLIO ORGANIZATION Upaya Social Ventures: General Operating Support Noora Health: General Operating Support Muso: General Operating Support BOMA Project: General Operating Support Gaza Sky Geeks: General Operating Support Copia Global, Inc.: PRI, 5 years Trek Medics: General Operating Support STIR: General Operating Support West Africa Vocational Education (WAVE): General Operating Support Migration Ventures: Syria Relief Pilot One Acre Fund: Expansion to Myanmar Muso: General Operating Support Muso: General Operating Support D-Rev: General Operating Support Sanergy: General Operating Support Spark Microgrants: General Operating Support myAgro Farms: General Operating Support Sanergy: Site Visit Reimbursement BOMA Project: Site Visit Reimbursement STIR: Site Visit Reimbursement Last Mile Health: Site Visit Reimbursement Fair Employment Foundation: General Operating Support West Africa Vocational Education (WAVE): Site Visit Reimbursement VisionSpring: General Operating Support

Trek Medics

Noora Health

Canopy

2017 PROGRAMMATIC AND FAMILY GIVING

Hope Through Health EPACS Left: MyAgro

PF Match of Staff Donations: $5,250

FUND KEY PAGE 20

PVF = Philanthropic Ventures Fund PF = Peery Foundation DTC = Deseret Trust Company SVCF = Silicon Valley Community Foundation Graphic Design by Launch Lab Creative: www.LaunchLabCreative.com

Vida Verde Nature Education

$1,000 $1,000 $1,000 $25,000 $4,100 $2,858 $10,000 $10,000 $5,000 $25,000 $10,000 $1,000 $1,000,000 $2,500 $100,000 $25,000 $5,000 $10,000 $5,000 $20,000 $2,300 $30,000 $10,000 $2,500 $15,000 $2,500 $10,000 $75,000 $10,000 $10,000 $3,000 $15,000 $5,000 $15,000 $5,000 $100,000 $10,000 $25,000 $2,267,508

Dave Peery

April PF May PF May PF May PVF May PF May PF June June PVF June SVCF July SVCF July PF July PF August DTC August SVCF September PF September SVCF September PVF October PVF October SVCF October SVCF October PF November PF November SVCF November DTC November PF November SVCF November PVF November SVCF November PF November PF November PF December DTC December SVCF December SVCF December PVF December DTC December DTC December DTC

Jamen Long

Youth Community Service (YCS): General Operating Support Pine Ridge Association (PRA): Kitaji Bibles University Club of Palo Alto: 2017 Scholarships Po Paraguay: General Operating Support University of Utah: General Operating Support Utah Valley University (fka UVSC): General Operating Support Roadrunner Sports Club: General Operating Support Fundacion Albeiro Vargas y Angeles Custodios (FAVAC): General Operating Support Montessori Country School: New School Construction CASSY: General Operating Support Rise and Rebuild Foundation: General Operating Support Pacific Skyline Council, Boy Scouts of America: General Operating Support Aspire Public Schools: EPAPA Gym San Jose Symphonic Choir: Aunt Gayle’s Choir Peace House: General Operating Support Adolescent Counseling Services: General Operating Support Fundacion Permanecer: General Operating Support St. Vincent de Paul Catherine’s Center: General Operating Support Get Involved Palo Alto: General Operating Support Think Kindness: One Caring Adult Summit Pine Ridge Association (PRA): General Operating Support Boston Children’s Hospital Trust: Center for Endometriosis Pinewood School: Annual Fund Operation Underground Railroad: General Operating Support Lewis & Clark: Parent’s Fund Thorn: General Operating Support Love Without Boundaries: Soccer Field Project Pinewood School: Courtyard Project Christmas Bureau of Palo Alto: General Operating Support Palo Alto Weekly Holiday Fund: General Operating Support Presidio Classical Concerts: General Operating Support Lifting Generations: Peru Rotary District 5170 Foundation: Interact Intermunity Project 2017-2018 The Bridge Restoration Ministry: General Operating Support Islandwood: General Operating Support LDS Philanthropies: General Operating Support Rise and Rebuild Foundation: General Operating Support More Good Foundation: General Operating Support

Noora Health

Hope Through Health

2017 PROGRAMMATIC AND FAMILY GIVING

2390 EL CAMINO REAL SUITE #260 PALO ALTO CA 94306 1.650.644.4660 [email protected]

O U R M I S S I O N is to strengthen youth and families to build lives of dignity and self-reliance. We invest in and serve social entrepreneurs and leading organizations in the San Francisco Bay Area and around the world. WWW.PEERYFOUNDATION.ORG