Annual Report 2007 - the Marshall Community Foundation
Transcription
Annual Report 2007 - the Marshall Community Foundation
Their Future Rests In Our Hands Annual Report October 2006 - September 2007 Marshall Community Foundation MESSAGE TO THE COMMUNITY Dear Friends of the Foundation, It is with pleasure that we bring to you the Foundation’s Annual Report. The theme of the Report – Their Future Rests in our Hands – reflects the communities tradition of not only making a difference today but wanting to make a difference in the lives that follow in our footsteps. Leaving a legacy…is why community foundations exist. Our goal is to find a way to give you, the donors, the opportunity to make an impact on future generations. Gifts made today will still be helping the community a hundred years from now. Over the past several years, you have shown your support of the Marshall Community Foundation as a major unifying and philanthropic force in our community. As the Foundation described itself in the 1998 Annual Report…steady & anchored in the community…those words still hold true today. Despite the economic difficulties, despite the many challenges facing our community, you continue to remain committed and giving day after day, decade after decade. We are thankful. You enabled us to approach 11 million dollars in assets in 2007. You enabled us to award $424,000 in grants and scholarships, you gifted us with over a thousand donations totaling $434,000. We should all be proud. You have made us what we are ... please help us to continue growing a stronger community…. For good. For ever. Board President Executive Director I am of the opinion that my life belongs to the community and as long as I live, it is my privilege to do for it whatever I can. George Bernard Shaw 2 TRUSTEES & STAFF 2007 Board of Trustees Charles Cook, President Mark Stuart, Vice Pres. Kathy Tarr, Secretary Frank Boley, Treasurer Mary Jo Byrne Sandi Dobbins Tom Franke B Pastor Dick Gerten Dr. Lynne Haley Mike Kinter Dr. Jay Larson Darlene Neidlinger (not all pictured) Jim Pardoe Dr. Joyce Phillips Bruce Smith Ron Smith Morris Stulberg, Past Pres. Britta Seifert, YAC Rep. YOUR COMMUNITY FOUNDATION is governed by eighteen volunteer leaders with various backgrounds and experience who dedicate their time and resources. These “Partners in Philanthropy” meet monthly to oversee our endowments, cultivate new donors, review grant requests, and make funding decisions. We are grateful to these civic leaders who work together toward a shared goal of improving the lives of citizens in the Marshall area. Staff FOUNDATION STAFF GROWS. We now have a team of five, all dedicated to serving our community. This Annual Report summarizes the good work that the Foundation has undertaken. We hope that you will enjoy looking through its pages, and we encourage you to join us in supporting the cause of charitable giving in our community. M M E One person can make a difference... and every person must try. John F. Kennedy E (f from l) Tonya Beardslee, (Marketing), Ann Miller (Office Assist.) (back) Amy Turner (Ex. Assist.), Sherry Anderson (Ex. Director), (not pictured) Sandra Dobbins (YAC Advisor) 3 Fall 2006 to Summer 2007 Jessie Caron Braden DeWeese FROM ITS INCEPTION 17 years ago, the Youth Advisory Council (YAC) has strived to improve the community. Each year, 25 teens from Marshall High School learn the importance of philanthropy. The group is committed to community service projects and achieves this through grantmaking and numerous volunteer activities. We are proud of these young philanthropists. Adam DeWolf Devin Dubois Kierstin Elliott Hillary Fidler Kevin Fleury Gabriela Fratta Sara Grable Stacy Hughes Norman Light Dana Lowell Sidne Lyon Wil Mayo Molly Moran Marc Neidlinger Margaret Oerther Britta Siefert Ethan Srinivasan Emily Townsend Aimee Walsh Caitlin Wills 4 Special thanks to our Graduating Seniors Back L to R: Norman Light, Dana Lowell, Gabi Fratta, Marc Neidlinger Front L to R: Kierstin Elliott and Britta Seifert 08 YAC 20 tes Gradua Fall 2007 to Summer 2008 Youth Grants Awarded MARSHALL DISTRICT LIBRARY “After School Arts Workshop” Programs $17,424 MARSHALL PUBLIC SCHOOLS Tennis Court repairs and refurbishment $12,500 Meredith Carrel Braden DeWeese Devin Dubois MAR LEE SCHOOL $5,432 Accessible and user friendly playground equipment for all students BATTLE CREEK MATH AND SCIENCE CENTER Refurbishing Math and Science Kits $5,000 SHAMROCK CENTER Playground completion at Shamrock Center $3,100 MARSHALL PUBLIC SCHOOLS Jump into Kindergarten Program $2,500 BOY SCOUTS OF AMERICA #383 Travel expenses to attend 100th Celebration in England $1,500 Kierstin Elliott Ashley Esselink Hillary Fidler Gabriela Fratta Kaitlin Frazier Jules Hinske Stacy Hughes MARSHALL COMMUNITY BALLET $1,250 Annual production costs and materials for Nutcracker Performance GLOWING EMBERS GIRL SCOUTS “Summer fun program” GLOWING EMBERS GIRL SCOUTS Cadet Troop 260 trip to Washington DC Tyler Hughes Hanna Lasky $1,000 Meredith Leininger $620 Norman Light Dana Lowell MACS ADOPT-A-FAMILY $600 YACker’s participation in the Adopt-a-Family Holiday Program Molly Moran YAC RECYCLING PROGRAM $587 Funding for recycling programs in the Marshall Public Schools AMERICAN ASSOCIATION OF UNIVERSITY WOMEN Annual Explorathon Math and Science Fair Chrissy Morse $500 Marc Neidlinger Corrin Rugg MARSHALL PUBLIC SCHOOLS $500 Marshall Public Schools Philanthropic “Dollar for Deeds” Program CALHOUN COUNTY YOUTH COUNCIL Sponsor “Blue Light Benefit” Abuse and Neglect Program $500 MARSHALL HIGH SCHOOL Library Media Center Materials $497 FRANKE CENTER FOR THE ARTS “Best Seat in the House” $400 TOTAL Britta Siefert Ethan Srinivasan Jillian Thompson Emily Townsend Aimee Walsh $53,810 Shamrock Center Playground Jordan Weck 5 Youth Dev. Great Grants Arts/Culture Other GRANT AWARDS Abound 6 in 2007 Comm. Dev. Health Education FOUNTAIN CLINIC Renovations and updates to current facility $41,175 SWING, JAZZ AND OTHER STUFF Summer music festival $17,200 MARSHALL MAIN STREET (DDA) Marshall Alley Project to bury utility lines $15,000 MARSHALL Public Schools Tennis Court repairs and refurbishment $12,500 MARSHALL PUBLIC SCHOOLS Equipment, materials and supplies for Marshall Public Schools Music Department $10,000 HABITAT FOR HUMANITY Marshall Home Project $7,500 MARSHALL ART IN THE EYE Outdoor Sculpture Art Exhibit $7,500 MARSHALL ALTERNATIVE HIGH SCHOOL Science equipment necessary for MME Curriculum Standards $6,110 JUNIOR ACHIEVEMENT JA Programs at the Marshall Alternative High School $4,625 MARSHALL PUBLIC SCHOOLS Jump into Kindergarten Program $2,500 MARSHALL DISTRICT LIBRARY Microfilming of past newspapers $2,400 $1,730 HAVEN OF REST Adult Foster Care Program $1,500 MARSHALL COMMUNITY BAND Portable sound system for rehearsals $1,490 MARSHALL AREA CHAMBER OF COMMERCE Provide Shuttle Service from Fair Grounds to Downtown $1,048 GLOWING EMBERS GIRL SCOUTS “Summer Fun Program” $1,000 MARSHALL AREA CHAMBER OF COMMERCE Sponsor Candidate forum $780 MARSHALL HIGH SCHOOL Score board for High School Pool $700 MARSHALL HIGH SCHOOL Supplies for Media Center $576 NATIONAL CANCER SOCIETY RELAY FOR LIFE Sponsor Survivors dinner $500 MARSHALL MIDDLE SCHOOL Replacement of Projector Screen $500 SHAMROCK CENTER Shamrock players (The Jungle Book) Production $500 MARSHALL AREA CHAMBER OF COMMERCE Sponsor Annual Athena Awards Dinner $500 MARSHALL AREA CHAMBER OF COMMERCE Sponsor Manufacturer Appreciation Luncheon $500 FOUNTAIN CLINIC Sponsor Marketing Materials $500 HEALTH CARE LEADERSHIP FORUM Sponsor of the Health Care Leadership Forum $500 ART INITIATIVE Sponsor Marketing Materials for the “All About Art Initiative” $500 MARSHALL HIGH SCHOOL Teaching supplies for Culinary Arts for the Family Consumers Science Department $435 MARSHALL HIGH SCHOOL Support Students attendance of Gerta Klien presentation $410 MARSHALL SISTER CITIES Sponsor Marketing Materials $190 TOTAL GRANT AWARDS GLOWING EMBERS GIRL SCOUTS Cadet Troop 260 trip to Washington DC $140,369 Shamrock Center Jungle Book Production 2006 7 THE MARSHALL COMMUNITY FOUNDATION is proud of its focus on education. We are extremely grateful for the donors who have provided a bright future for the generations that follow. Graduating Seniors Scholarships NANCY HOELTZEL EARLY EDUCATIONAL SCHOLARSHIP Katherine Arnold Courtney Martin SCHOLARSHIPS & EDUCATIONAL AWARDS JEFF KITTINGER MEMORIAL SCHOLARSHIP Joseph Dyer MARILYN PASKETT MEMORIAL SCHOLARSHIP Shannon Bridges AAUW PATRICE ELMS SCHOLARSHIP Mandy Hoffman $750 NICOLE MARIE BURMEISTER SCHOLARSHIP Marissa Loughrige $500 ELLA “GWEN” COLLINS NURSING SCHOLARSHIP Tabitha VanWarmer DICK AND ANITA DRAKE SCHOLARSHIP Andrew Egger DUBE AND KATIE SCHOLARSHIP Kathleen Fish Marissa Loughrige Clay Robinson EXCHANGE CLUB OF MARSHALL SCHOLARSHIP Jacob Bronson Adam DeWolf Sara Grable Brittani Leach Wil Mayo Sarah Willits JOYCE FRANKE MEMORIAL SCHOLARSHIP Stephanie Parshall RON GLANT MEMORIAL ART SCHOLARSHIP Jessica Caron BRUCE, LEMOYNE & STEPHEN GRAY SCHOLARSHIP Shannon Bridges Adam DeWolf RUBY HAMILTON HENRY SCHOLARSHIP Katie Murphy HARVEY HOELTZEL MEMORIAL SCHOLARSHIP Brandon Jordan Amanda Zapata 8 K. JOHN LORD ENGINEERING AND SCIENCE SCHOLARSHIP Mario Ramon II HEROLD AND RETTA REUSS PUBLIC SAFETY SCHOLARSHIP Kevin Fleury $2,000 $500 $200 $2,500 $500 REBECCA SADGER MEMORIAL SCHOLARSHIP Kathleen Fish $200 $500 SERENDIPITY SCHOLARSHIP Kathleen Fish $200 $500 $3,000 $6,000 $1,000 $500 JEFF SEYBERT MEMORIAL SCHOLARSHIP Wil Mayo Clay Robinson $5,000 MAE SHERMAN MEMORIAL SCHOLARSHIP Erin Fitzpatrick Elizabeth Gehrig Andrew Kellogg $4,995 LAVERN SMITH MEMORIAL SCHOLARSHIP Donisha Brewer Jessica England Sara Mowry $1,500 FRANCES STEVENS STUART THEATER PRODUCTION SCHOLARSHIP Leandra Watson MICHAEL STULBERG PERFORMING ARTS SCHOLARSHIP Heidi Elston Marshall High School $2,500 $2,000 $2,000 JACK & EMILY TWIST MEMORIAL SPARTAN SCHOLARSHIP Josh Parks $2,000 $500 AART VANELST MEMORIAL SCHOLARSHIP Clay Robinson $2,000 BEATRICE S. WILLIAMS MEMORIAL SCHOLARSHIP Amanda Hageman $500 $300 Education Enrichment Scholarships DON & RUTH CHADDERDON MUSIC SCHOLARSHIP Jennifer Slaght $655 ELLA “GWEN” COLLINS NURSING SCHOLARSHIP Taylor Vaughn $500 SULLIVAN FAMILY ENRICHMENT SCHOLARSHIP Simon Barroso Tyler Blowers $300 JAMES TARMNEL MEMORIAL SCHOLARSHIP Marshall Alternative High School $40 Non-Traditional Scholarships ELLA “GWEN’ COLLINS NURSING SCHOLARSHIP Charese Blowers Michelle Sayers CLYDE AND MARIAN CONNELLY MUSIC SCHOLARSHIP Philip Rice Darin DeWeese Beau Hutchings JOYCE FRANKE MEMORIAL SCHOLARSHIP Darin DeWeese Mark Hageman $1,500 $26,000 $5,000 HARVEY HOELTZEL ARCHITECTURAL SCHOLARSHIP Agnieska K. Drelich University of Michigan K. JOHN LORD ENGINEERING AND SCIENCE SCHOLARSHIP Zachary Wilson MARSHALL COMMUNITY FOUNDATION SCHOLARSHIP Charese Blowers Susan Libbrecht Sara Loughrige NETWORK VIVIAN LUSCH MEMORIAL SCHOLARSHIP Charese Blowers Ginny Sue Lewis $4,000 $2,500 SCHOLARSHIPS & EDUCATIONAL AWARDS TOM AND LUCY FRANKE EDUCATION ENRICHMENT SCHOLARSHIP $7,002 Rachel Lord Tyler Blowers Stuart Murch Hayley Brown Augie Odena Andrew DeBrabander Olivia Roberts Collin DeBrabander Eva Thompson Kierstin Elliott Taylor Vaughn Allyson Hoffman Breehanna Williams Delaney Hurst Karissa Kalisz $2,500 $900 Education is a never-ending gift for all ages. Sherry Anderson 9 Vyda Mumby Educators Recognition Award Vyda Mumby began teaching in Marshall in 1934. During her second year of teaching, Ms. Mumby had such a positive impact on one of her students that in 1997 this student, now a successful business man, offered this annual award in honor of his beloved teacher. The Vyda Mumby Educators Recognition Award is presented SCHOLARSHIPS & EDUCATIONAL AWARDS to help exceptional teachers and counselors bring out more of the best in their students. MARSHALL PUBLIC SCHOOLS Joanne Furu, Steve Wissink, Kathy Slee $985 Support students in a monthly community based activity MARSHALL MIDDLE SCHOOL Lesley Hagelgans $10,063 Multimedia projectors, data cameras, DVD/VHS players MARSHALL HIGH SCHOOL Shelly Densmore Family and Consumer Sciences teaching supplies MARSHALL MIDDLE SCHOOL Ryan Meyer High interest, low vocabulary reading materials $1,770 $848 MARSHALL HIGH SCHOOL Nicholas Dent $1,330 Teaching of Foreign Languages Conference for 3 teachers MARSHALL MIDDLE SCHOOL Pat Murray Video Conferencing technology $4,438 MARSHALL HIGH SCHOOL Tracy Harroff Advanced Placement Chemistry and other lab supplies $3,212 MARSHALL MIDDLE SCHOOL Joanna Steele Cardiovascular Equipment for Physical Education $2,185 MARSHALL HIGH SCHOOL Linda Hoover Real Care Bay simulators $9,435 GORDON ELEMENTARY SCHOOL Terri Duffey Leveled readers for Title One students $949 MARSHALL HIGH SCHOOL Dave Palmer Pen Pals Program $1,000 GORDON ELEMENTARY SCHOOL Susan Flanders Expanding Expression Tools $1,078 MARSHALL ALTERNATIVE HIGH SCHOOL Jane Westpha Technology Hardware and Peripherals $1,136 GORDON ELEMENTARY SCHOOL Christine McLain Set of 2 Maps $468 MARSHALL MIDDLE SCHOOL Sarah Cape, Matt Mayer Two Sets of Classroom Calculators $1,017 HUGHES ELEMENTARY SCHOOL Jessica McHugh, Melissa Kowalske Reading a-z.com subscriptions $768 WALTERS ELEMENTARY SCHOOL Leslie Booth Miss Booth’s Special Olympians $970 MARSHALL MIDDLE SCHOOL Mary Ann Cox, Sabrina Tobias Novel sets to support social studies curriculum $3,316 Real generosity toward the future lies in giving all to the present. Albert Camus 10 2007 Vyda Mumby Recipients WALTERS ELEMENTARY SCHOOL Leslie Brown Math Versatiles $312 WALTERS ELEMENTARY SCHOOL Jim Dorosh Accelerated Reading Books TOTAL $1,600 $46,880 SCHOLARSHIPS & EDUCATIONAL AWARDS Tom and Lucy Franke Education Enrichment Scholarship The Tom and Lucy Franke Education Enrichment Scholarship provides support to Marshall Public School students wishing to participate in educational enrichment programs and for teachers, counselors, and educational departments seeking additional classroom opportunities. MARSHALL HIGH SCHOOL Saundra Hainline Trip to Supreme Court Institute MARSHALL MIDDLE SCHOOL Auditorium Replacement of Projector Screen $500 $500 MARSHALL ELEMENTARY SCHOOLS Special Education Department Regular trip to Kids– N—Stuff Museum GORDON ELEMENTARY SCHOOL Jim Dorosh, Chris McLain Leveled reading supplies TOTAL $1,464 $440 $2,140 11 THE FUNDS OF the Marshall Community Foundation support programs and organizations as diverse as the interests of the donors establishing them. We are proud to present our “Family of Funds”. NEW FUNDS, NEW HOPE, NEW GROWTH Ann and Anthony La Pietra Scholarship- Established April 2007 John La Pierta, Katherine La Pietra, and Margaret La Pietra Kunz established this scholarship in loving memory of their parents, Ann and Tony La Pietra. Ann and Tony embodied a spirit of giving, creativity and community activism. This scholarship is a scholarship to be offered to one or more graduating seniors or previous graduates from the Marshall Area and are chosen on the basis of their creative endeavors and community activism. Herold and Retta Reuss Public Safety Scholarship- Established July 2007 This Scholarship was established by Herold Reuss, long time resident of Marshall and retired Chief of Police. It is his desire to assist Marshall area residents who are pursing a career in the Criminal Justice, Emergency Medical Services, or other related fields, such as but not limited to, Fireman, Policeman, or Legal Secretary. FUNDS WE MANAGE Steve Wasielewski Memorial Bookstore Scholarship- Established June 2007 This Fund was originally established in May 1977 with the Marshall Public Schools by Brian Burns and Ben Armstrong, faculty advisors, in memory of Steve Wasielewski, who was the student manager of the Marshall High School bookstore. Steve was always smiling, active in a wide variety of school and class activities, loved by his classmates and respected by all who knew him. He truly made the most of his high school years and the recipients should represent these qualities. 12 Tekonsha Township Library Fund and the Harvey Randall Memorial Scholarship- Established May 2007 These funds were established with a bequest by Harvey Randall to the Marshall Community Foundation. Mr. Randall was a long time resident of Tekonsha and a 1934 graduate of Tekonsha High School. Along with his brother, he founded Randall Beans, from which the Tekonsha annual “Bean Day” has become synonymous. By establishing these two Endowment Funds, Mr. Randall will have a lasting impact on the Tekonsha community by helping Tekonsha High School graduates pursing a higher education and providing for the needs of the Tekonsha Township Library. UNRESTIRCTED FUND- Fund for Marshall The income from this endowed fund is used to support the emerging, changing, evolving needs of the community now and in the future. Named Funds were established from 19932002 and commemorate the lives of donors who have left a permanent gift of $3,000 or more to the Marshall Community Foundation. These gifts helped to establish the Foundation’s Unrestricted Fund for Marshall. Named Funds Alec and Judy Allen Ruth Ann and William R. Biggs Boley Family The Brundage Family Cellasto Plastic Industries Chemical Bank South DENSO Manufacturing Michigan, Inc. Dr. James and Sandra Dobbins Eaton Corporation David P. and Joan K. Foster Great Lakes Bancorp A. Chester and Helen E. Hemmingsen Donald and Helen Hensick Carolyn and Robert Holmes Marjory Keller Bernice A. Kretsinger S.H. Leggitt (Marshall Brass Division) Matthew and Madeline Lynch Marshall Community Credit Union Marshall Savings Bank McDonalds Restaurant Dr. and Mrs. Michael Meyer Michigan Kitchen Distributors Michigan National Bank Monday Club of Marshall The Schuler Family State Farm Companies Foundation Mark and Susan Stuart Family Stulberg Family Geraldine B. and Charles H. Tidey, III Dr. and Mrs. Douglas VanDerMeulen Rudolph F. Vogelreuter Memorial Dick and Bea Walters ADMINISTRATIVE FUND The income from these endowed funds is used to invest in the future of the Community Foundation and assist in assuring its financial viability. • Administrative Fund FIELD OF INTEREST FUND The income from these endowed funds is used for specific areas of concern defined by the donors who establish them. Community Development • Kinter Family Fund • Patricia Phelan Fund Health • Healthy Youth and Healthy Seniors Fund • Marshall Heath Care Fund Human Services • Exchange Club of Marshall Fund Youth • Marshall Area Youth Fund • Youth of Tekonsha Fund DONOR DESIGNATED FUND The income from these endowed funds is used for agencies or programs designated by the donors who established them. • Jennefer Bachelder Education Fund • Battle Creek Boys Choir Fund • Brooks Memorial Fountain Fund • Ceresco Baptist Church Fund • Church Family Memorial Fund • Class of 1940 Fund • Class of 1957 Fund • • • • • • • • • • Class of 1958 Fund Class of 1961 Fund Class of 1968 Fund Class of 2001 Fund Charles and Shirley Cook’s Sister Cities Fund The Dannenberg Family Fund Hayes-Washburn Fund for Visual Arts Mary A. Ivey Fund Marshall Civic Center Trust/Cronin Foundation Fund Marshall Civic Players Fund Marshall Music Fund Marshall Public Schools Chadderdon Music Fund Elizabeth R. McAfee Memorial Fund* Vyda Mumby School Fund Oaklawn Hospital Fund Brett Reynolds Memorial Fund for Firearms Safety Shellenberger and Brown Family Endowment Fund Morris and Charlotte Stulberg Fund Tekonsha Township Library Fund CHARITABLE REMAINDER TRUST FUND These funds provide donors with a lifetime income and ensure them a long-term investment in their community. • Carl F. and Margaret M. Greene Trust Fund FUNDS WE MANAGE AGENCY FUND The income from these endowed funds established by Non-Profit Organizations and/or their supporters provides funding for the needs of the organization. • Brass Band of Battle Creek Fund • Doc Boelter Outdoor Youth Safety Education Fund • Calhoun Conservation District Fund • Chamber’s Holiday Endowment Fund • Fountain Clinic Fund • Marshall Civic Center Trust, Inc. Fund • Girl Scouts of Marshall Fund • Marshall Historical Society Fund • Robert and Elaine Lund Memorial Fund • Marshall Public Schools Endowment Fund • John McCann Soccer Club Fund • • • • • • • • • 13 FUNDS WE MANAGE SCHOLARSHIP FUND The income from these endowed funds is used to provide scholarships and educational grants in accordance with the guidelines set by the donors who established them. • AAUW Patrice Elms Scholarship • Nicole Marie Burmeister Scholarship • Dorothy Goddard Capman Poetry Award • Don and Ruth Chadderdon Music Scholarship • Phillip R. Clissold Vocal Music Scholarship • Ella “Gwen” Collins Nursing Scholarship • John & Susan Collins Historic Preservation Scholarship • Clyde and Marian Connelly Music Scholarship • Coury and Kesslring Natural Resources Scholarship • Judy Lutz Davidson Memorial Scholarship • Richard and Anita Drake Scholarship • Dube and Katie Scholarship • Exchange Club of Marshall Scholarship • Tom & Lucy Franke Education Enrichment Scholarship • Joyce L. Franke Memorial Scholarship • Ron Glant Memorial Art Scholarship • Bruce, LeMoyne & Stephen Gray Scholarship • Ruby Hamilton Henry Scholarship • Harvey Hoeltzel Architectural Scholarships • Harvey Hoeltzel Memorial Scholarship • Nancy Hoeltzel Early Educational Scholarship • Fred W. Homann Jr. Education Scholarship • Milt and Irene Jenks Scholarship • Jeff Kittinger Memorial Scholarship • Ann and Anthony La Pietra Scholarship • K. John Lord Engineering & Science Scholarship • • • • • • • • • • • • • • • • • • • • Marshall Community Foundation Scholarship Vyda Mumby Educator Recognition Award Network Vivan Lusch Memorial Scholarship Marilyn Paskett Memorial Scholarship Harvey Randall Memorial Scholarship Herold and Retta Reuss Public Safety Scholarship Rebecca L. Sadger Memorial Scholarship Serendipity Scholarship Jeff Seybert Memorial Scholarship Mae E. Sherman Scholarship LaVern Smith Scholarship Francis Stevens Stuart Theater Production Scholarship Michael Stulberg Performing Arts Scholarship Sullivan Family Enrichment Scholarship James Tarmnel Memorial Scholarship Jack and Emily Twist Memorial Spartan Scholarship UAW Local 220 Scholarship Aart VanElst Memorial Scholarship Steve Wasielewski Memorial Bookstore Scholarship Beatrice S. Williams Scholarship DONOR ADVISED FUND Advised funds allow the establishing donors to focus on and recommend charitable programs and projects they wish to support. • Tom and Lucy Franke Marshall Fund • Jay and Karen Larson Fund • Walters-Dimmick Charities Fund SUPPORTING FOUNDATION • Marshall Rotary Foundation It’s not how much we give, but how much love we put into giving. Mother Teresa 14 Donors… making a difference WE GRATEFULLY ACKNOWLEDGE the following friends and supporters who made a difference by contributing to the Community Foundation during October 2006 through September 2007. Every effort has been made to ensure the list is complete and accurate; if your name is missing or inaccurate, please accept our apology and let us know so we may correct our records. B Wayne and Susan Backlund Earl and Betty Ball Barjan Products, LLC Batson and Associates Benjamin and Susan Baxt David L. and June Beck Michael S. Becker, Inc. Bedford Market/ All RS Inc. David Begg Aidan Belew Grace Belew Kate Belew Kevin and Patricia Belew Frank and Cathie Bell Tony L. and Caren Bell Sara Lee Bentley John T. and Faye Berry Bill and Eileen Bert John W. and Caroline Blattner Laura Bliss Mr. and Mrs. Ed Blodgett Rosemary Blodgett Blue Care Network Bob and Kay’s Car Auto Wash John Boland Frank and Sue Boley James B. Bolger Boshears Ford Sales, Inc. Rick and Kathie Boyer Jim and Patricia Brasseur Harold and Nancee Brewer Dottie Brown Len and Judy Brown Richard and Mary Ellen Brown Drs. Scott Brown & Lynn DiMartino Linda Brubaker John Brundage A. Wade and Kathryn Buckles Bud Distributing, Inc. Dr. Neil J. Bueker Bunn Evna Burden Bob and Karen Burghdorf Marilyn Burke Kenneth and Denise Burki Eric Burmeister Brian D. Burns Dr. Frank and Sandra Burris Austin and Nancy Buttrick By the Creek Sports Allen and Judy Byam Dr. David and Kim Byrnes C Calhoun County Mounted Unit Irene Campo-Smith Carr Brothers & Sons Craig S. and Deborah Carrel 26928 Carrington Place, LLC Ray and Barbara Carver Gregory W. Checketts Chemical Bank Crowe Chizek & Co., LLC Dr. Louis G. and Penny Chmura William and Norma Church Anita M. Clark Chizuyo Clark Nanette Clatterbuck Coca-Cola Bottling Co. Pastor James Codde Mrs. Susan Collins Comerica Bank-Grand Rapids Conwood Sales Company, LP Charles and Shirley Cook Eric and Alicia Cook Cook/Jackson Company Barbara A. Cooke John and Anna Coulter Country Fresh James and Mary Ann Cox Robertson and June Crandall Crosstown Shell Patrick and Laura Crouse David M. and Barbara Crowle Donna Crowle Crystal Resort Service DONORS A John and Marjorie Aalbregtse, Jr. Bernard C. and Diane Abbott S. Abraham & Sons, Inc. Ann Acker Acosta Sales & Marketing David W. and Ann Adams Steven and Deanna Adler Air-Serv Keith and Ruth Albaugh Albion Firefighters Club Abigail Albright All Phase Electric Supply Alec and Judy Allen American Assoc. of University Women- Marshall Branch American Bottle Company American Hydrogeology Corp. John and Sherry Anderson Anonymous Joe Arbic, Jr. Athens Fire Department Avery Leasing, Inc. Awin Management 15 D Mark and Terri Dannenberg Ron and Susan Dannenberg John F. and Rebecca Davidson Rosemary Davis Realtors Millie J. Davis Paul D. and Rebecca Davis Charles and Barbara DePree Rodney and Georgann Detty William and Elizabeth DeWeese Richard and Feef Dillon John Dimmick Dale and Karen Dittmer Norva C. Ditto Eric, Cheri & Anne Dobberteen Charles and Linda Dobbins James and Sandra Dobbins James L. Dobbins Doors Unlimited Richard and Anita Drake Duckworth Brothers, Inc. Thomas and Terri Duffey Marjorie Dunn DONORS E E. T. Products Company, Inc. Eastside Deli Supply, Inc. Dr. Eric and Allison Ebner Eby-Brown Company, LP Frederick J. Edinger Bruce Elzinga Joan Emerson and Family Enbridge Energy Partners William R. and Kay Ennis, Jr. John W. and Sue Erickson 16 F Cecil Farmer Construction Co. Duane and Marcia Faulkner E. Anne Finlay James Fletcher Joyce M. Fleuelling Richard Flynn R.C. Ford Assoc., Inc. Pauline J. Foss Joan Foster Fox Insurance Agency Ina Mae Frank Allison J. Franke Ryan T. Franke Tom and Marsha Franke William C. Franke Fraternal Order of PoliceWayne B. Fitch Lodge 138 Frontier Oil and Gas,Inc. David and Sandy Fry G GLI Realty & Development Co. GPS Outdoor Advertising Agency Carlos Galarce Cathy Galloway Michael R. and Cathy Galloway Ralph W. and Susan Garlick Ronald A. Gauthier Thomas D. Geil PC Francis and Harriet Giesen Gilbarco Irving S. Gilmore Foundation Travis S. Glenn Dwight and Jeanne Gnepper Paul and Doris Gnepper Goguac Lake Association, Inc. Ronald Goodwin Brian Grable Charles Graessle Grant Systems, Inc. Great North Foods Carl Greene Phyllis Gresly Gary L. and Peggy Grigowski H H. T. Hackney, Co. Mark Hagerty Matthew P. and Karen Hagerty Fred L. and Rosemary Ham Alice and Gene Hamaker W. L. Hamilton & Company James W. and Clementina Haran Drew J. Haring Harper Creek Shell Gerald and Barbara Harrington Marian Hartsuff Ron and Rose Harvey Kaye Harwood Dr. Darren and Jackie Hathaway Adam and Paula Haybach, Jr. Andrew and Gretchen Hayes Helen Hayes Jim and Donna Hazel, Jr. Sharon Heidenreich Hemmingsen’s Rexall Drug Store Donald and Helen Hensick Hershey Foods Fran Hetz Gerald and Muriel Hice Martha Hoadley Nancy Hoeltzel Robert and Carolyn Holmes Allen and Sally Holtz Home City Ice Company Homer Fire Department Homer Lions Club Charles and Donna Hookway Hossinger Refrigeration, Inc. Eleanor Housman Hub International- Midwest Charles and Marce Huggett Mrs. Ingeborg Humphrey Jennifer Hunter I Imperial Beverage Company J Douglas A. and Glenda Jackson David E. and Marsha Jenks Drs. Ben Johnson & Lynne Haley Donald and Phyllis Johnston Roger and Debra Jonas Nancy Jones Roger and Gay Jones K K. L. Keillor Construction Viesturs and Dianne Kalnins Curt Kaplan Virgina Kappis Kar Nut Products Company Jeffrey and Sharon Karns Andrew and Patricia Karr Curtis Katz Eileen Kelleher Kellogg Corp. Citizenship Fund John S. and Diane Kellogg Leon C. and Bonita Kelly Steve Kelly Jean Kelsey The Kennedy Family David Kennedy and Jeanne Manley Daniel and Betty Kesselring Donald P. Kibbe Kidder Heating & Air Conditioning David C. King Norman D. and Kathryn Kinney Mike and Penny Kinter William and Ruth Kish Knaggs, Harter, Brake & Schneider Leah Knapp Charles, Vicki, Greg and Scott Knickerbocker Dr. Philip and Trish Knight David M. and Lynn Komasara Bruce and Colleen Koppenhaver Koproski Family Foundation L L & R Storage La Salle Bank Dennis and Connie LaFleur Terry and Marsha Lambert David and Kathleen Lambrix John La Pietra Vincent and Mary La Pietra Dr. Jay and Karen Larson Lautenslager-Lipsey, Inc. Kenneth Leche Red Leonard Assoc. Line Snacks, Inc. Lorna Llewellyn Dr. Karl and Sarah Loomis Lorillard Tobacco Company Dr. David Lucas Dr. Martin and Kathryn Ludington Jessica K. Lundevall M M 66 Bowl Kenneth and Bobbi Machata Kendra A. Magnus Maplewood of Marshall Mar Lee PTO Marengo Fire Fighters Assoc. Marketingworks, Inc. John E. and Georgia Marsh Marshall Area Chamber of Commerce Marshall Civic Center Trust, Inc. Marshall Civic Players Marshall Community Fdn. YAC Marshall Disposal Service Marshall Excelsior Co. Marshall Exchange Club Trust Marshall High School Marshall Historical Society Marshall Lions Club Marshall Music Boosters Marshall Public Schools MPS 7th Grade Language Arts N Nagel Meat Processing Dale and Toni Naramor Simon Narasimhau National City Dr. Thomas & Darlene Neidlinger Margie Nelles Nestle Waters North America, Inc. Nestle, USA Network New Edge Networks James I. and Judy Newell Richard and Barbara Newman Mr. and Mrs. Douglas Nielsen Mr. and Mrs. William Nobbs Bryan G. Norton O Oaklawn Hospital Mike Oehmen Eleanor J. Olmstead Melvin and Marian Orwig Larry and Julie Ousley Martin and Lucile Overhiser Carol Owens P P & R Services, Inc. Paramount Coffee Company Debbie Pardoe James and Marlene Pardoe Mick Paskett Pasman GSC Financial Pastrami Joe’s Patriot Capital Corp. Bonnie Peck Pennfield Shell Food Mart The Pepsi Bottling Group, Inc. Pepsi-Cola Company Bob and Donna Perry Clair Peters Pfizer Fdn. Matching Gifts Program Philip Morris USA Franklin E. and Nancy Phillips Drs. Larry and Joyce Phillips Pioneer Auto Truck Stops, Inc. Victor and Sandra Potter John H. Powers Rodney A. Prahl Progressive Heating & Cooling Q Quaker Steven Quigley R Dick and Phyllis Rabbideau Michael J. Rae Harvey and Jeanette Randall Harvey Randall Trust Dale and Joan Ranger Paul and Frances Rauth Family Red Bull Nancy Reed Harold and Retta Reuss Tracy Reuss R. J. Reynolds Tobacco Company Steve and Ann Rhodes Rose Richardson David and Brenda Riddle Randall E. and Cherie Riser Clark and Allison Ritchie Ellen K. Robinson Guy and Marjorie Robinson Lewis H. Robinson Rollo’s Mancino’s DONORS MPS Class of 1977 Marshall Twp. Fireman Fund Wayne and Brenda Marshall John and Monica Marshell Masterfoods, USA Kent L. and Laura Maurer Milford Mayo, Jr. Timothy and Cecilia McCaleb Pat McCann and Genie Rogstad Michael and Beth McCarthy Donald and Joan McLachlin Steven L. and Debra Meharg Mel’s Allsport James A. and Patricia Melluish Rita Mentel R.W. Mercer Co. Dr. Michael and Mary Meyer Jack and Alice Meyers John Middleton, Inc. Miller Brewing Company Miller Brothers Manufacturing Co. Christopher and JoAnne Miller Joan M. Miller John F. and Ann Miller Ralph K. and Kathy Miller Vickie Miller Mark Minkwic and M.J. Harting Minkwic Peter Mitchell Monarch Community Bank John J. and Linda Monk Kathy Monroe Tom Montague Automotive Charles and Evalyn Moore Richard and Marilyn Mumaw Douglas H. and Claudia Murch Murphy’s Trailer Rental & Sales Jack H. and Alice Myers Otis W. Myers 17 U Martha A. Ulrich United American Co., LLC United Way of Battle Creek Universal Sales U. S. Smokeless Tobacco Brands V Jose’ M. and Natalie Valle Jack L. and Kathleen VandyBogurt Doreen VanSickle Dr. Craig and Angie VanZyl Phillip J. and Christine Varvatos Doug Vasbinder Wayne, Deborah and Alex Veale Mark and Lisa Veich David and Joanne Veramay Sherie L. Vermay DONORS Don and Bobbi Rollo James M. and Kirsten Ronan Ted and Nancy Rowland Margery Rule 18 S Sara Lee Coffee & Tea Sandy Schaefer Schenkel’s All Star Dairy, Inc. Alice C. Schneider John and Judy Schneider Schroeder, Degraw, Kendall, Mayhall, DeGraw & Dickerson Hans and Nancy Schuler John J. H. Schwarz, MD Neal Searle Steve and Kathy Searles Seelye Wright Kia of Battle Creek Dr. George, Sherri, Britton and Anna Seifert Rev. Maurice G. and Carol Shackell C. J. Shapiro Gregory Shecketts Shell Lubricants Shell Oil Products M.L. and C.M. Shellenberger David F. and Julie Shepherd Dennis and Sue Sheridan Creighton Sherman Vicki M. Sherman Alyce L. Shew Milton and Doris Simpson David Smith and Julie Burke-Smith Leo and Joan Smith Peter and Shirley Smith Sarah Smith Joyce E. Soebbing Solaray Corporation Southside Sportsman/Fulton Goodwill Enterprises Gayland Spaulding Speedshifters Wheel Club Thomas Stachnik Standard Printing & Office Supply Stillwater Creative Communication William K. Stoffer Paul Stone Construction William C. and Betty Stookey Lyle and Sandra Stratton Sally J. Strauss Ken and Dani Streeter Stuart Lake Association Mark and Susan Stuart Morris and Susan Stulberg Deb Sullivan Mr. and Mrs. Alan Sunday Steve and Julie Swafford Ron and Becky Swaney Swedish Match Gregory & Golda Szydlowski T T. F. C. Canopy Mrs. Linda Tarmnel Kathy Tarr Team 1 Tekonsha Volunteer Fireman Association Patrick A. and Brenda Themins Beryle E. Thick Cindy L. Thomas Robert C. and Joan Thomas Robert F. and Leann Thompson Charles Thrall Mary Thyer Estate Clayton M. and Anna Timmons John and Barbara Tobin Anton J. and Kay Tomas True North Architecture PC Joe and Sue Tucker Paula Tucker Peggy S. Tully Lyndon and Susan Turner Donald L. and Louise Tuski John H. Twist W Wacky Willy’s Party Time, Inc. Drs. Mark Walker & Loriann Zettell Richard and Janet Walsh Timothy Walsh John P. and Barbara Walters Dick and Bea Walters Harry and Nancy Warner Daniel Washburn Waste Management of MI SW Wattles Park Grocery Don Weberling Fred and Frances Weberling Family Mark P. and Antoinette Weeks David Weinert Bill and Teri Welke Family Roger D. and Patricia A. West Peter and Jane Weston Darcy Whitaker Gary White Ronald E. and Delores Whitman Bonnie Wigent Christopher and Catherine Wigent Brent A. and Ginger Williams Thomas and Beverly Williams Scotty and Joyce Wilson Pamela Wingerter Michael and Nancy Wojcik Andy Woods Construction Sandra G. Woods Wrigley George and Sara Wytko Y John & Rev. Karen Yakimow Karen D. Yankie Glenn and Alison Yarger George and Sue Youngdahl Z Gary L. and Julie Zink Pass-through Funds THESE FUNDS WERE ESTABLISHED by organizations or donors to address community projects or needs. Pass-through Funds are not endowed; they are short-term holdings with 100 percent of the principal available for granting. Many wonderful projects have come to life and continue to shine. Anything is possible when we come together. City of Marshall Projects Funds Art in the Eye Fund Brooks Nature Area Fund Chamber Holiday Non-Endowed Fund Chamber Michigan Week Community Playground Fund Community Tennis Courts Fund Live 4, Music & Festival Fund Marshall Area in Focus: 2007 Fund Marshall Community Band Fund Marshall Main Street Fund A Marge Aalbregtse Jr. Ann Acker Steven and Deanna Adler Abigail Albright Michael and Elisabeth Alexandrian Alliance Area Senior Citizens Amazing Grace Antiques Bernardus Amting & Zina Gussinklo Amting Donn and Bonnie Anderson Arts and Industry Council Brad and Katrina Asselin James L. and Karen Ayers Julie Braman Marjorie Morse Bristol Larry and Julie Brown Richard J. and Mary Ellen Brown Buckenberger Insurance- Marshall James and Evelyn Buckenberger Alan and Candra Budyta Family Marilyn W. Burke Martha A. Burns Dr. David and Kim Byrens Russell J. and Mary Jo A. Byrne C Paulo and Maria Calil Caron Chevrolet Oldsmobile Geo Michael and Martha Carpenter Craig S. and Deborah H. Carrel Patrick Carrel Meredith Carrel John and Harriet Carroll Ceresco Baptist Church Garry R. and Katherine Chaney Dolores R. Chapman Chemical Bank Christ Lutheran Church Church World Services William and Norma Church City of Marshall Marshall Public Access Cable Television Fund Marshall Public School Non-Endowed Fund Marshall Academic Boosters Fund MPS Baseball Field Fund MPS Success Committee Fund MPS Swim Scoreboard Fund Marshall Soccer Club Fund Sister Cities Fund Tekonsha Public Schools Fund William and Gloria Clayborn Anthony R. and Nadine Cloutier Daniel and Robbin Coddens Mrs. Susan J. Collins Charles V. and Denise Connelly Consumers Energy Company Charles and Shirley Cook Robert and Mildred Cooper Cosmopolitan Tours, Inc. John and Anna Coulter Craft Photographic Gallery Robert L. and Janis Crandall Cronin Foundation Crossroads Church and Ministries Missions Fund David M. and Barbara Crowle The CSM Group, Inc. D D. Knight Designs Rogerio and Jania DaCosta Shannon and Susan Damron Darling and Daughter Variety Rosemary Davis Realtors Matthew A. and Leigh Davis Jon and Buffy Day Family Michael and Tabatha Day Family Russell L. and Carol Day PASS-THROUGH FUNDS B Roger L. Bandeen, DDS Timothy Bandeen, DDS Brian M. and Yvonne E. Banfield Steven G. Bandstra Foundation Gary and Carrie Banter Bruce and Linda Barlow Dan and Roberta Barnes John and Christi Barrett Margaret S. Bassage Battle Creek Society of Artist Gary and Carrie Baxter Roy G. and Martha E. Bedford Charles J. and Beverly Beebe David Begg David and Sandra Beglin James Belanger and Julie Koledo Belanger Brent and Wanda Belcher Kevin and Patricia F. Belew Bellevue TTCM Campground Edward H. and Bev Bessler Beta Sigma Phi Sorority John and Deborah Bibbings Brent A. and Sue A. Bidwell Diane L. Blaugh Blue Hour Gallery Frank and Susan Boley Wayne L. and Angela Booton Dr. Mark and Jennifer Bortolussi Dave and Kathleen Boshears Melvin, Mary, Tony and Andrea Boughton Marshall Riverwalk Fund Marshall Scarecrow Days Fund Marshall Skate Park Fund Stuart’s Landing Fund Committee for the Betterment of MPS Fund Creative Kids Playgroup Fund Marshall Area Community Services Fund Marshall Civic Center Trust, Inc. Fund Marshall Postal Museum Fund 19 K Anthony Kalisz Viesturs and Dianne Kalnins Keith Kehlbeck and Aileen Webb Kellogg Corp. Citizenship Fund W. K. Kellogg Foundation Leon C. and Bonita Kelly Beryl T. Kempf Daniel and Betty Kesselring David L. and Nancy Kester Robert G. and Cynthia Keyes Jesse and Lisa Kingston Charles L. and Landa Kleinschmidt Roger and Sue Knafel Dr. Phillip and Trish Knight Steve M. and Sally J. Konkle Steven Melinda Deno Jason and Janet DeVine Americo DiBiaggio Richard and Feef Dillon Norva C. Ditto Peter and Susan Driscoll Richard and Lisa Dubois Charles and Mary Duckwall Janis A. Duff Thomas J. and Terri Duffey Marjorie A. Dunn James L. and Jeannette Dyer PASS-THROUGH FUNDS E Eric D. and Maureen A. Earl John W. and Judith Edsall Don and Bridgitt Ellis 20 F Felpausch Food Center Norman and Janice Ferguson David L. and Susan Fhaner First Baptist of Marshall First Church of Christ Science First Presbyterian Church John and Dr. Camille Fleming Dr. James and Debra Fletcher Jeff and Pam Flohr Dennis and Kathie Flynn Vernon and Michelle Fondren Joan Foster Rick and Pamela Foster Tom and Marsha Franke Celso L. and Elaine M. C. Fratta Pat and Marge Frazier Fredonia Grange Terry M. and Cathy Fulk G Carlos and Leido Galhardo Douglas and Marlene Gallup Danny and Susan George Mark A. and Jo Ellen Gilbert Dr. Phil and Marlene Glotfelty Andrew J. and Lynn Gordon Dorothy K. Gordon Charles A. Graessle Jeff and Sherrie Grant Dr. James M. and Denise Gray Great Lakes Plastic and Hand Surgery Michael R. and Lisa M. Grenon George A. and Maria Guerin H HACK for MACS James R. and Pauline Hagemann Victor and Saundra Hainline A. J. and Belinda Hale Jr. The Hall Tree Sharon Hamilton Stephen S. and Diane Hanway James W. and Tina Haran Tom and Tracy Haroff Steve and Susan Harrington Randall C. and Ellen Harvath Adam and Paula Haybach Jr. David and Jean Heatherly Help For Communities Hemmingsen’s Rexall Drug Store Paul and Sharla Herman Fran Hetz Michael D. Hindenach Matthew M. Hodulik Nancy Hoeltzel Dale Hoffman and Sons Elevator Kevin and Becky Hoffman Larry D. and Norma Hoffman Timothy D. and Jennie Hoffmann Tim and Casey Holbrook Linda Hoover Mark and Shelly Hope Kathryn R. Horton Robert C. and Susan Hutchings Ed and Louis Huver I Wayne S. and Joyce Irish J J & L Manufacturing J-AD Corporation Peter Jennings and Martha Glotfelty Jennings Drs. Ben Johnson and Lynne Haley Donald M. and Phyllis Johnston Christopher and Amy Jones L La Salle Bank James and Mary Jo Lakatos Terry and Marsha Lambert Diane Larkin Dr. Jay and Karen Larson Anthony C. Lembke Dr. David and Diane Long James and Sherry Lough John R. and Jodi L. Lubis Dan and Heather Luciani Howard A. and Rosemary Lyman Lynn L. Lyman Janet M. Lyon Tim and Debbie Lyons M William and Helen Mack Mar Lee PTO John E. and Georgia M. Marsh Marshall Area Chamber of Commerce Marshall Area Garden Club Marshall Assembly of God Marshall Commandery No. 17 KT Marshall Community Credit Union Marshall Community Foundation Marshall Exchange Club Trust Marshall Flower Haus, Inc. Marshall Friends of the Arts Marshall High School Marshall Lions Club Marshall Middle School Marshall Public Schools Marshall Rotary Club Marshall Teachers Association Marshall United Way Robert J. and Maureen Marshall Elmo and Shirley Martin Patrick McCann and Genie Rogstad Steve and Sherry McCoy Constance McKenzie Greg and Kristin McPherson Ann Media Medler Insurance James A. and Patricia J. Melluish Dr. Michael A. and Mary Meyer Joan M. Miller Douglas E. and Brenda Mills Geoffrey and Suzanne Moffat Mole Hole of Marshall Monarch Community Bank Jim and Cindy Monaweck Monday Club of Marshall Jennifer Montgomery Moose- Marshall Lodge #676 Scott and Tanya Morrison Arthur and Marilyn Morse John and Kelly Morse Ann Mouland Mary M. Mulvaine Audrey Mumaw Thomas Mumaw Douglas H. and Claudia B. Murch Muskegon County Museum N Dale and Toini Naramor Dr. Thomas & Darlene Neidlinger Dr. Jon and Marilyn Neumann Douglas and Jan M. Nielsen O Oaklawn Hospital Rick and Nancy Offerson OmniSource Melvin C. and Marian T. Orwig Guy and Carol Owens R Cora Randall Paul R. and Debra Ranville Bruce W. and Linda Rasher Paul A. and Frances Rauth Mr. and Mrs. Judson Reincke William B. and Pamela Reyer Todd and Lesa Reynolds Stephen B. and Mary Richey Mark and Ann Roberts Rollo’s Mancinos Dale and Barbara Rosene Ronald and Sue Rosko Mary Jane Roy Carl E. Ryan T David W. and Elaine Tanner ElainTarkiewicz Jeanette Tarkiewicz Joyce Tarkiewicz Thomas W. Tarkiewicz Kathleen Tarr Robert W. and Annette M. Taylor Team 1 Tendercare (Michigan) Inc. Jean Tenney Tevilo Industries, Inc. Texoma Tours Mr. and Mrs. Elmer Thompson Harry L. Thompson J. Michael and Sharon Thompson Charles Thrall Jack and Alice Townsend Jack and Susan Townsend Ryan Traver Chester E. and Marilyn Travis Trinity Episcopal Church S Saint Mary Christian Services Dawn E. Saylor and Darin Lee U United Methodist Church United Methodist Women Q Eric and Gina Quist V Dr. Douglas and Katherine VanDerMeulen Various Donors Dr. Craig and Angie VanZyl Clarence J. Varner Christopher and Tammy Varvatos Wayne and Deborah Veale Derek and Gina Vincent Sally G. Vogelreuter Chris Vreeland W Claude M. and Helen E. Wade Ken P. and Cara Waito John and Jacqueline Walbeck Starr Walbeck Drs. Mark Walker and Loriann Zettell Paul H. and Susanne G. Walker Richard and Janet Walsh Richard and Bea Walters Caron Warnsby Gregory and Kathleen Warriner James H. and Louise Waters Ben and Judy Weatherly Anthony and Heather Weberling Steven W. and Karen Weck Todd W. and Kathryn Welch West Eckford Missionary Church Velma J. Weston Robert E. and Pamela Weyer William J. and Mia Wheeler Brent A. and Ginger Williams Daniel J. and Sandra Williams Peter W. and Janet Williams Thomas and Beverly Williams Kathy Winnie Winston Park Shell Jack A. and Catherine Winter Women of the MooseMarshall Chapter #202 Cindy Wood Viola M. Woodin Sandra G. Woods Mark and Mary Wycihowski Y Glenn R. and Alison Yarger Monica Yeko PASS-THROUGH FUNDS P Joseph P. and Carolyn B. Palchak Duane and Sidney Paradine Myrna L. Pardoe William J. and Mary C. Patterson Paulson Travel Service Michael and Caryn Payne Family Ann Rosenbaum Petredean Pfizer Foundation Matching Gifts Drs. Larry W. and Joyce K. Phillips Pierce-Arrow Society Postmasters Retired, MI Chapter Napus Victor and Sandra Potter Presbyterian Women of Marshall Barry J. and Eva Price Schaeffer Law Office Herbert R. and Xenia Schafer Steve J. and Lori Schanzenbaker M. Maxine Wood Schnaitman David and Jeryl Schoepke Phyllis A. Schroder Schroeder, Degraw, Kendall, Mayhall, DeGraw & Dickerson Schuler’s Restaurant Hans and Nancy Schuler Dale Schultz Wayne Schultz Steven and Kathryn Searles K. George and Sherri F. Seifert Susan V. Selke Craig E. and Yalonda M. Sell Neil and Dorothy Shaffer Patricia A. Sheets Mahrle & Catherine Shellenberger Sherman and Brundage Karl and Janice Sievertson Scott and Thana Signor Ronald and Carol Simmons Jeffrey W. Slager David Smith and Julie Burke-Smith Charles A. and Cathy A. Smolinski Joyce E. Soebbing Southern MI Insurance Professionals Southern Michigan Bank and Trust Bruce A. and Susan Spencer Darlene Squire St. Albans Lodge No. 20 F & AM Donald and Ruth St. John St. Joseph Guild Alice M. Stamp Clair V. Stevens Kenneth and Dani Streeter Morris and Sue Stulberg John B. Sullivan Ron and Becky Swaney 21 Donor Bill of Rights The Marshall Community Foundation believes that philanthropy is based on voluntary action for the common good, and is essential to the quality of life in Calhoun County. To ensure that philanthropy merits the respect and trust of our donors, we declare that all donors have these rights. To be informed of the Foundation’s mission, of the way the Foundation intends to use donated resources and of its capacity to use donations effectively for their intended purposes. To be informed of the identity of those serving on the Foundation’s board of trustees, and to expect the board to exercise prudent judgment in its stewardship responsibilities. To have access to the Foundation’s most recent financial statements. To be assured their gifts will be used for the purposes for which they were given. To receive appropriate and timely acknowledgement and recognition. To be assured that information about their donations is handled with respect and confidentiality. DONOR BILL OF RIGHTS To expect that all relationships with individuals representing organizations of interest to the donor will be professional in nature. 22 To be informed whether those seeking donations are volunteers, employees of the organizations or hired solicitors. To have the opportunity to delete their names from Foundation mailing lists, and to be assured that donor lists will not be sold, rented or exchanged with individuals or organizations not affiliated with the Foundation. To feel free to ask questions when making a donation and to receive prompt, truthful and forthright answers. Charitable Instruments EVERY DONOR IS SPECIAL. Each individual, family or organization we work with has unique charitable interest… and unique financial circumstances. We help you make the most of both to do lasting good work in your community. OUTRIGHT GIFT You can make a gift of cash, stocks, bonds, real estate or personal property to your community foundation. Your gift qualifies for maximum charitable benefit under state and federal law. BEQUEST You can designate a gift or portion of your estate to your community foundation, and in some cases, receive a substantial reduction in federal gift and estate taxes. GIFT ANNUITY Your can make a gift of cash or property to your community foundation now, get immediate tax benefits, and ensure that you or a loved one receives fixed quarterly or annual income payments for life. CHARITABLE REMAINDER TRUST You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to your community foundation and is placed in a charitable fund you select. You receive tax benefits the year you establish you trust. CHARITABLE LEAD TRUST You can place cash or property in a trust that pays a fixed amount to your community foundation for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes. “I give, devise and bequeath the following described assets which ____________ (are the subject of the bequest; for example, a stated sum or the residue of the estate or a percentage of the residue of the estate) to the Marshall Community Foundation, a Michigan nonprofit corporation. This gift shall be known as the _____ Fund. (You choose the name of your fund) If you want your bequest to be applied to an area of charitable interest or to specific organizations, add the following: “This fund shall be devoted to the support of ______.” TOOLS FOR GIVING HOW TO INCLUDE THE FOUNDATION IN YOUR WILL It is not complicated to include a bequest to the Marshall Community Foundation in your will. You may instruct your legal counsel to include the following in your instrument: 23 Memorials MEMORIALS & TRIBUTES MEMORIAL GIFTS ALLOW family and friends to pay special tribute to loved ones. We remember the following individuals who were recognized through thoughtful gifts to the Marshall Community Foundation this past year: 24 Kevin Aalbregtse Maude Aalbregtse Gwendolyn Bell Sue Binger H. C. Brooks Ed Collins Jacob Dannenberg June Darling John W. DeMott, Jr. Virgina Dillonbeck Clare E. Ditto Richard Dobbins Trish Elms Kathryn Hoetzel Frie Margaret Greene Mary Hall Haran/Ruggiero Family John C. Hartsuff Richard “Rusty” Jones Calvin R. Hoenes Kenneth N. King Gustave S. Kolb Bernice Kretsinger Dick Lamphy Ann LaPietra Tug Maisnar Esther Mattson Ellen Brooks Miyagawa Leela Narasimhan Doren Osborne Patricia Phelan Helmut Plumhoff Emma Jean Robinson Bev Ryan Wayne Schragg Georgia Shellenberger Ray Glyn Sims Florence Stockmen Harriett Thompson Robert VanEck Dorman Wigent Cecilia (Cis) Williamson Mr. & Mrs. Alton Withee Alison Yarger Tributes Honorary contributions make great gifts in honor of an individual’s retirement, special achievement, birthday, anniversary, graduation, or for special service to the community. The following individuals have been honored this past year through gifts made on their behalf: Abbie Albright Frank Boley Sue Boley Mary Brown Class of 1952 Charles Crosby Charles & Shirley Cook Paul Davis Sandra Dobbins Randy and Krista Fox Doug Jackson Vee Kalnins MCF Board and Staff Park and Carol Owens Judy Rogers Chris Wigent Alison Yarger Leaving a Legacy… Planned Gifts WE WISH TO RECOGNIZE individuals who have made plans to continue their giving spirit after they are gone. The Pillar Society was established for those who have provided for the community through their wills or estate plans with a charitable trust, bequest, or other planned gift to the Marshall Community Foundation. The individuals listed below are to be commended for their planned generosity, as well as their willingness to be recognized. Their gifts will provide a lasting benefit to the Marshall area for generations to come. We hope others are inspired by their example. Anonymous Donors Dr. James and Sandra Dobbins Charles Stauffer* John & Sherry Anderson Lorna S. LaBelle-Steffey Francis Stevens Stuart* Leo Beck* Ben and Reba Lark Mark & Susan Stuart Phylis Birch* K. John Lord* Morris Stulburg Richard & Mary Ellen Brown Matthew & Madeline Lynch* Mary Thyer* John* and Susan Collins Ethel Markham* Russell & Dora Upston* Clyde & Marian Connelly* Harvey B. Randall* Marilyn Weeks* LEGACY SOCIETY * Deceased 25 Opportunity to Make a Difference Turn $56 into $400 Overnight When you make a $400 gift to the Marshall Community Foundation for any of our endowed funds, it will cost you far less, thanks to Michigan’s generous state tax credit. After the state tax credit and federal tax deductions, a $400 gift will cost a married couple in the 30% tax bracket just $56.41... that includes the stamp! Of course, even more rewarding are the good works your gift makes possible. A gift to the Marshall Community Foundation will be a gift For good. For ever! Your gift Less MI tax credit Less federal deduction Total tax savings Your actual cost INDIVIDUAL $200 ($100) ($72) $172 $28 COUPLE $400 ($200) ($144) $344 $56 Based on 25% income tax bracket, 50% is the maximum Michigan state tax credit. The federal tax savings assumes that the savings in Michigan taxes will reduce the amount of the State income tax deduction on the federal return of the following year. TAX ADVANTAGES Community foundation tax credits are in addition to those available for donations to Michigan colleges and universities, public libraries, and public broadcasting stations, or Michigan homeless shelters and food banks. Donors should consult their advisors to assure they receive the best deduction that applies. What Can I Do? • Become a part of your community foundation today by making a contribution! Checks in any amount may be made payable to and mailed to the Marshall Community Foundation at 126 W. Michigan Ave., Ste. 202, Marshall, MI 49068. • Call the Community Foundation at no cost or obligation to discuss the possibility of establishing a fund. • Check with you accountant, estate planner and/or tax advisor for the advantages of making a planned gift, based upon your particular circumstances. 26 Statement of Accountability We invite you to contact us to obtain any further information that may be useful to you. The Marshall Community Foundation is fully accountable to the donors and citizens of the community. Our records, such as, but not limited to, our 990 federal report, with the exception of specific donor gift information, are public and we are pleased to provide you with more detailed information regarding our operations. An independent audit is completed annually and is available upon request. The Foundation will also make the Form 990-T(Exempt Organization Business Income Tax Return) available for public review for any years in which it files the form. Thanks again for your support! We look forward to continuing our partnership with you for a stronger Marshall and surrounding community. SEPTEMBER ASSETS Cash and cash equivalents Investments, at market value Life insurance policies Investments held in unitrust Equipment, net of depreciation Totals 2007 390,875 10,434,360 2,033 102,563 18,308 10,948,139 2006 801,705 8,651,015 28,828 122,966 21,593 9,626,107 LIABILITIES & NET ASSETS Funds held for others Grants payable Unitrust obligations* Net assets Totals 270,860 0 27,430 10,649,849 10,948,139 133,599 25,000 44,824 9,422,684 9,626,107 The unitrust investments and obligations involve charitable remainder trusts whereby earnings are distributed back to the donors. Upon their deaths, the remaining assets revert to the Marshall Community Foundation. Statement of Activities 2007 433,997 1,351,674 1,785,671 2006 699,802 945,890 1,645,692 423,821 134,685 558,506 452,670 115,810 568,480 Changes in Net Assets 1,227,165 1,077,212 Beginning Net Assets 9,422,684 8,345,472 10,649,849 9,422,684 REVENUES Contributions and memorials Investment income and gains Totals EXPENSES Grants authorized Support services Totals Ending Net Assets FINANCIAL SUMMARY The Marshall Community Foundation willingly and successfully meets the National Standards for U.S. Community Foundations administered by the Council on Foundations in Washington D.C.. National Standards represent the highest measure of accountability and transparency in philanthropy. We are proud to have met such rigorous standards in donor services, investment management, grantmaking and administration. As a supporter of the Community Foundation, you seek a higher standard for living. We think you deserve a higher standard for giving. Note the National Standards Seal. It says that your Marshall Community Foundation has demonstrated its commitment to financial security, transparency and accountability. Statement of Financial Position 27 Mission Statement The Marshall Community Foundation’s mission is to help make the Marshall area an even better place to live, work and raise a family. We do this by attracting permanently endowed funds from a wide range of donors serving as a conduit for special projects, distributing grants in support of innovative programs, while always being mindful to carry out the intention of the donors. Marshall Community Foundation 126 West Michigan Avenue, Suite 202 Marshall MI 49068 Ph. 269.781.2273 • Fax 269.781.9747 www.marshallcf.org email: [email protected] For good. For ever. SM