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FORM 990

If you wish to view our IRS Form 990, you may download it pdfhere or check the following website: www.guidestar.org.



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PROFESSIONAL ADVISORS NETWORK

The unsung heroes behind The Community Foundation's success stories are the scores of trust officers, CPAs, CFAs, attorneys, financial advisors and other estate planners in Riverside and San Bernardino counties who foster the flow of contributions.

They're a critical liaison for the Foundation. It's these professionals who get the word out to their clients. Through them, the potential donors first learn how a gift channeled through The Community Foundation can have a profound imPANt. These professionals belong to The Community Foundation's Professional Advisors Network.

The Community Foundation hosts local Professional Advisors Networks (PANs), which offer continued education credits from time to time. Our PANs are small, regional groups of professionals (20-25) from neighboring communities that meet quarterly to discuss a variety of topics pertaining to wealth management and estate planning. Currently there are four different active PANs meeting in the Ontario area, Redlands-San Bernardino, Riverside, and the Coachella Valley.

The purposes of the Professional Advisors Network:


  • To provide current technical information on topics, which relate to your clients' financial and charitable interests. (Recent examples involved what to do with savings bonds in estate planning or how to make a gift of real estate.)
  • To help members stay up-to-date on the Foundation activities and services that can benefit your clients.
  • To build a network of allied professionals that will refer clients to The Community Foundation and each other when appropriate.

Members are selected from the following advisory disciplines:


  • Accountants
  • Attorneys
  • Certified Financial Planners
  • Financial Consultants
  • Life Insurance Professionals
Real Estate Professionals
  • Tax Professionals


Professional Advisor Networks
If you have an interest in joining the PAN nearest to you, please contact us at 951.241.7777 or via email at This email address is being protected from spambots. You need JavaScript enabled to view it..

Coachella Valley

Karl Anderson
Sheila Barton
Dick Baxley
Don Berz
Daryl Binkley
Jordan Bloom
Peter Bochnewich
Vance Boucher
Leslie Briskman
Mary Brock
Michael Brown
Clinton Brown
Kathie Browne
William Bryan
Julie Burt
Mark Chalachan
Lizabeth Chambers
Ray Cherry
Roy Cody
David Cooper
Michael Cosgrove
James Cray
Marijean Cray
Dana Crosby
Gary Dack
Dave Davies
Judith Dolle
Russell Donton
Helene Dreyer Koch
Bruce Durkee J.D.
Lantson Eldred
Steven Erickson
David Erwin
Karen Falen
Susan Felton
Robert Fey
Tammy Fox
Jack Fulton
Ini Ghidirmic
John Glenn
James Graff-Radford
Mary Grassman
Jaclyn Grella
Joseph Hahn
Gary Hall
Mary Hansen-Faris
Mark Hayek
William Healey
Kathy Anne Helmstadter
H. Christopher Heritage
Elaine Hill
George Holliday
Kathleen Hopp
Andrew Jessup
Don Keesling
Bill Kelly
Roberta Klein
Les Kornblatt
Andrew Kotyuk
Vern Kozlen
Brandt Kuhn
Clifton Lamb
Kimberly Lee
Bruce Legawiec
Brian Lewis
Peggy Ligori
Greg Locker
Keith Lyrla
Margarita Gigi Maceda
Bob Machado
Reesa Manning
Mark McGowan
Mike McGreevy
Cal McIntosh
Michael Miner
Ashley Mirone
Michele Moore
Carol Moreno
Jeremy Ofseyer
Lee Osborne
Scott R.S. Palermo
Ron Phillips
Lyle Pierceall
Pamela Plick
Gary Riley
Peter Rittenhouse
Eric Rudolph
Craig Rumbaugh
Russ Russell
Jim Sanak
Henry Sanchez
Nancy Sander
Cheryl Schaffer
John Schroeder
Chad Schumacher
Stacey Shalhoub
Leena Shanbhag
John Shevlin
Stephenie Slahor
Robert Smith
Don Soucie
Mark Sprouse
Rick Stein
Robert Thomas
Brian Tucker
Valerie Van Winkle
Carmen Vargas
Cindy Vaughan
Lori Weigant
Christine Weiner
David Wilson
Dick Zeigler

Riverside

Bernhard Aaen
Michael Adcock
Mark Aleman
Dan Anderson
Al Arguello
Eileen Ashwal
Fernando Avila
Claudine Bachelor, CFTA
Sergio Bohon
David Bowker
Cheri Brettmann
John Brown
Clinton Brown
Raul Bustillos
Marcia Campbell
Frank Campbell
Amy Cardullo
Shannon Carlson
Chris Carpenter
Andrew Chabot
Steven Chaparro
Herb Chavers
Kenneth Clark
Jamil Dada
William Dahling, Jr.
Craig Dart
Michael Davis
Allison De Tal
James Dilworth
Gerald Eagans
Mark Erickson
Robert Escalante
Al Fabiano
Dan Filipi
Lauren Fisher
Shelley Fox
Dennis Franklin
Nicholas Goldware
Michael Goldware
Vernon Hall
Stan Hargrave
Mark Hawkins
Robert Hesslink
Karl Hicks
Debra Holt
Forrest Howe
Anne Hughes
Brian Hungerford
Ryan Hurd
Mark Kaenel
Marick Kalchert
Vic Karidakes
Michael Kerbs
Yvonne Knight
Michael Kormos
Arinda Lotze
Elliott Luchs
Maureen Lyons
Mary MacNee
Craig Marshall
Kevin McCarthy
Paul Meinhold
Mark Mellor
Jose Mendoza
Rick Mercadefe
Peter Meyers
Ashley Mirone
J. Dana Mitchellweiler
J. Terrance Moynihan
Alicia Orejel
James Park
Teri Parker
Brian Pearcy
Marcus Piquet
Shawn Price
Rex Ramsey
Teresa Rhyne
Ronald Ridgeway
Gary Riley
Riki Rivera
Jim Roorda
Gary Rosenzweig
Dennis Sandoval
Philip Savage
Cheryl Schaffer
Mark Schnitzer
James Scribner
Leena Shanbhag
Akshaya (Ash) Sheth
Dana Smith
Mark Smith
Andrew Steinke
Kenneth Stream
Robert Swortwood
Dwight Tate
Nora Teasley
Glenn Tetley
Frank Tetley
Robert Turnley
Gene Tyrrell
Jesse Valenzuela
James Valmonte
Michael Vanderpool
Bruce Varner
Sean Varner
Margaret Watkins
Michelle Weinstein
David Werner
John Willis
Charles Wright
Lowell Zeta

San Bernardino

Kathleen Albrektson
Kelly Allen
Deborah Anderson
Betty Auton-Beck
Joanna Averett
Daniel Baker
Glenda Bayless
Brian Bean
A.J. Beechko
Lee Bertrand
Dale Bethel
Robert Britton
Peter Brown
Clinton Brown
Cindy Calderon
Michael Castillo
Kathy Chennualt
Karen Childers
Bob Christman
Kenneth Clark
Annette deBellefeuille
Debora Dickerson
Jill Eaton
David Edison
Charles Fairchild
Jerry Fields
Melissa Finazzo Johnson
Michael Gallo
Candice Garcia-Rodgigo
Sheryl Garner
Jane Grimm
Bryan Hartnell
Robert Heinze
Ann Herring
Sharon Horak
J. David Horspool
Reginald Jackson
Leslie Jennings-Chakeen
Mark Kaenel
Jennifer Keller
Garrison Keller
Karen Kirchner
Bonnie Konowitch
Andrew Kotyuk
Karen La Madrid
Wilson Lea
Wilfrid Lemann
William Lindsey
Joshua Lindsey
Felix Martin
Manzoor Massey
Byron Matteson
David Maupin
Douglas McAdam
Ryan McGraw
Jose Mendoza
Ashley Mirone
Elsa Montes
Richard Moore
William Nassar
E. Joan Nelms
Julie Nichols
Rosaura Parsons
Danny Payne
Christopher Peterson
Kelly Pexton
Beverly Powell
Tammy Price
Larry Pyle
David Raff, CPA
Robert Redondo
Frederick Reiss
Melba Rey
Alan Ricard
Gary Riley
Jim Roorda
Doug Rowand
Tony Ruggieri
Michael Salazar
Philip Savage
Philip Savage III
Leena Shanbhag
Leena Shanbhag
Larry Sharp
Kirk Shelby
Paul Shimoff
John Short
Chris Shumate
Beverly Simpson
Mark Smith
Pat Spafford
Hank Spencer
Kirk Stitt
J. Byron Streifling
David Tarbet
John Thornes
Zachary Tucker
Dennis Van Uffelen
Ronald Vennekotter
Krista Vigna
Phillip Waller
Joseph Walloch
Neal Waner
Michelle Weinstein
David Wilson
Paul Wilson
Craig Wilson
Jay Zercher
Marivel Zialcita
Gregory Zolotar

WestEnd

Sandy Adcock
Charles Althouse
James Antoyan
Joanna Averett
Claudine Bachelor, CFTA
Daniel Baker
Sandra Baldonado
Chris Barney
Greg Barragar
Glenda Bayless
James Beck
Angela Bekzadian
Robert Birgen
Sergio Bohon
Bruce Branstine
Lawrence Brock
Adam Broughton
John Brown
David Burns
Peggy Carlson
Thomas Carr
Steven Chaparro
Kenneth Clark
Nickie Cleaves
Michael Driebe
Andre Ellis
Andrea Erickson
S. LeeAnn Faucett
Barbara Finley
Woody Fox
Linda Gladson
Jamie Harwood
Jim Heitman
Nicholas Hjorth
David Hjorth
Ryan Hurd
Virginia Ikkanda-Suddith
Kelly Kidwell
Todd Landry
Bill Martinez
Jeffrey Mayes
Jose Mendoza
Rick Mercadefe
Jack Miller
Ashley Mirone
Timothy Moore
Ray Musser
Dean Norling
Mary Ann Quay
Robert Richards
Gary Riley
Dana Rochat
Patrick Rogers
Peter Rogers
Ruthe Rosen
Ron Sakala
Jay Schumaker
James Sheridan
Tamara Sipos
Mark Smith
Kent Stalwick
Cynthia Stauffer
Richard Strack
Jess Swick
Cary Tamura
Daniel Tevis
Jonathan Thomas
Linda Verburgt
D. Linn Wiley
Forrest Wolfe
Steve Yoss


We thank all our Professional Advisors and especially our Champions, who are in bold type above.

Professional Advisors Champions
Some Professional Advisors have been designated as Champions. To be recognized as a Champion, an advisor has established an endowment or a fund in their own name or in their family's name or they have referred a client who has established an endowment or a fund. For more information on becoming a Champion for the Community Foundation, call us at 951.241.7777.