read the report - Community Foundation of Chippewa County
Transcription
read the report - Community Foundation of Chippewa County
Community Foundation OF CHIPPEWA COUNTY 2014–2015 ANNUAL REPORT For Good. Forever. Chair & Director Message Those who live and work in Chippewa County recognize the unique beauty and quality of life we have in this area. Many have a desire to give back permanently in ways that are especially meaningful and personal to them. Whether it be a special idea they have or a favorite organization or charitable cause they wish to support, the Foundation is available to match their interests with a variety of opportunities throughout the County. Rick Schafer The Foundation is an especially important resource when a family or community experiences a significant loss. Such was the case ten years ago on October 15, 2005 when Doug Greenhalgh and his wife Therese; their 11 year-old granddaughter, Morgan; long time community member and bus driver Paul Rasmus; and student teacher Brandon Atherton lost their lives when their bus, carrying members of the Chippewa Falls Senior High School Marching Band, was involved in a tragic bus accident while returning home from the State Marching Band Competition in Whitewater, Wisconsin. In addition to those who lost their lives, another 29 students and adults were injured that day. Within 24 hours, Chi-Hi band alumni contacted the Community Foundation office and started the process of creating a memorial endowment fund. Immediately supported by over 50 former band students, the Greenhalgh Memorial Music Endowment Fund was established as a Donor Advised Fund. As such, earnings will forever support Chippewa Falls High School music program activities. An endowment advisory committee, made up of band alumni, oversees this fund and makes yearly recommendations on the use of the earnings. Looking back, we remember that day and the pivotal (yet quiet, humble) role the Foundation played as the community sought to heal and help each other in the days and weeks that followed. Melinda Haun For Good. Forever. Looking forward, we will continue to serve as a resource to the community, work with donors to help them achieve their philanthropic goals, ensure that we have strong operating standards in place, make grants to support local programs and projects throughout Chippewa County, assist various community organizations who have placed their assets with us, and build awareness about the Foundation with all segments of our Chippewa County communities. As we consider a longer-term, broader focus, our vision will continue to evolve. We look forward to working with you and all those serving in key leadership roles this coming year to help advance the work of the Foundation as we further clarify our vision and strategic direction for continued growth, impact and community leadership throughout Chippewa County. Melinda Haun Executive Director Rick Schafer Board Chair 2 | Community Foundation of Chippewa County | 2014 – 2015 Annual Report Mission Contents To enable donors to achieve their philanthropic goals to Current Funds meet changing community needs and thereby to benefit the communities, people and other nonprofit organizations Operating Fund 6 Endowed Funds Permanently Restricted 7 Agency Funds 18 Seedling Funds 24 Pass-through Funds 26 Grants & Distributions of Chippewa County. Designated Funds 29 Donor Advised Funds 30 Field of Interest Funds 31 Unrestricted Funds 32 Special One-time Grants 32 Agency Funds 33 Pass-through Funds 33 Societies Creating, Building and Managing Endowed Funds. Benefiting the People of Chippewa County Boyd Cornell Bloomer ● ● Lake Hallie ● Holcombe ● Cadott ● New Auburn ● Jim Falls ● Stanley Founders Society 34 Heritage Society 35 Ways to Give 36 Board of Directors, Committees and Staff 37 Chippewa Falls ● Financial Statements 38 Financial Overview 39 Lafayette ● Tilden 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 3 T To Meg MacLaughlin-Barck, Doug Greenhalgh was much more than a teacher. He was also a mentor, friend and father figure. She felt compelled to do something. Her friend and fellow bandmate, Darrin Senn, felt the same way. After talking to other former classmates, Senn looked to Carol Gienapp, a former band parent, community leader and then-executive director of the Community Foundation of Chippewa County, for advice. “We were very close when I was in the two spoke by phone the evening high school,” said MacLaughlin-Barck, of the accident – which injured 29 “Carol said that my call was ‘exactly a 1988 Chippewa Falls High School others – and began to brainstorm. what she’d been hoping to get graduate and former clarinet player and percussionist. “I just remember that sense of closeness with him. He was someone you could talk and laugh with.” 4 Greenhalgh Memorial Music Endowment Fund “Megan asked me ‘What are the band alumni doing?’” said Senn, a drummer in high school who continues to play the drums, as well as the guitar, to this day. “None of us really knew what from a band student,’ and she said that we could all create something together. That something became the Greenhalgh Memorial Music Endowment,” Senn said. When Doug Greenhalgh and four to do, but we were all thinking the To date, music program alumni, others died in a horrific bus crash same thing. We wanted something together with donors from across coming back from a band competition positive to come from this tragic the United States, have contributed in Whitewater nearly 10 years ago, event.” more than $87,000 to the fund, which MacLaughlin-Barck – like so many was established just three days after others – felt devastated. the October 15, 2005, bus accident. | Community Foundation of Chippewa County | 2014 – 2015 Annual Report Earnings from the fund have allowed that reminded me of my sophomore “It was an honor to play that piece the Community Foundation to award year 15 years ago’ – and they’ll share with the community and be in that the music department $17,620 in a story about what band was like for moment together,” he recalled. grants. them.” That money has supported purchases of new drums, an oboe, a string bass, electronic equipment and computer software allowing students to record Senn, a 1990 Chi-Hi grad who will Doug Greenhalgh always regard Greenhalgh as a versatile musician and driven and caring teacher, finds it hard to believe that almost a decade has passed themselves and get feedback on their since the fatal bus crash – and gets performance – among other items. choked up thinking about it. Music was the biggest part of his life in high “That money has been just incredible,” school – and is still important to him said Michael Renneke, the high as an adult. Knowing the endowment school’s current band director. fund he had a hand in establishing will “Support for the arts is diminishing help ensure the music department’s on a national level, and we haven’t viability for years to come brings him experienced that here in Chippewa Falls. We have a tremendous program, and we have tremendous support from our community.” Many factors go into the quality great comfort. “ “I think what the fund shows is how the community recognizes the importance of Doug Greenhalgh’s When I began teaching work, as well as Paul, Therese, staff and school, but Renneke noted as the choir director Morgan and Brandon, who all lost that community support cannot be alongside Doug, it of a music program, including its underestimated. He believes having their lives that day. I believe it’s a real testament to their memory and his was clear that he legacy,” Senn said. available has unquestionably raised passionately believed Vocal music teacher Ron Buckles said the music program’s level. in what a strong music continuing the music program’s legacy “There’s just so many different pieces program could do for that come together to make success students, the school money from the Greenhalgh fund in any program,” he said. “I think that a big factor for us in Chippewa Falls has been this memorial endowment. It’s another contributing force to this incredible excellence that goes into everything we do. That’s something that a lot of places don’t have, and it’s such a testament to the community and what we value.” is something he knows his former colleague would love. “When I began teaching as the choir community, and the director alongside Doug, it was clear larger community. that he passionately believed in what " a strong music program could do for students, the school community, and the larger community,” Buckles said. “The importance of teaching Ron Buckles, Vocal Music Teacher, Chippewa Falls Senior High School students through a healthy and safe ‘family’ atmosphere, along with an excellent education, is second to Renneke, poised to begin his fourth year as band director, never Renneke had the opportunity to play knew Doug Greenhalgh personally, at a memorial concert in the spring although, through stories shared of 2006 when the Chippewa Falls by former band members and his Senior High School band and the wind colleagues, he sometimes feels as symphony at UW-Eau Claire – where though he did. he was a freshman – came together “You pick up little insights about him,” to perform the world premiere of a Renneke said. “I’ll hear anecdotes from people working in the building or alumni will come up and say ‘Oh, I piece written to honor Greenhalgh and none. Doug had this type of band program in place and now the entire music program continues to strive for excellence today, both through his memory and impact that he had on so many, and also through the support of the Greenhalgh Memorial Music Endowment Fund.” ● the others who lost their lives in the devastating bus crash. saw you guys do this Friday night, and 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 5 Current Funds AS OF JUNE 30, 2015 Funds have been established by individuals, families, businesses and organizations to benefit the people of Chippewa County. AND GIFTS RECEIVED CURRENT FUNDS COMMUNITY FOUNDATION OPERATING FUND Gifts to this fund support the operations of the Community Foundation, ensuring the continuation of our work throughout Chippewa County. B. A. Mason Trust Linda and Mark Bergen Jackie and Jim Bernier Bloomer Area Food Pantry BMO Harris Bank Byron and Diane Bobb Dennis and Jeanne Boisvert Jeff and Kristen Brown Tim and Betty Callahan Rolf N. Chance Human Services Chippewa Falls Main Street, Inc. Chippewa Valley Council Inc., Boy Scouts of America Cornell/Lake Holcombe Community Ed Joe and Deb Coughlin Ken and Debi Custer Patti and Jeff Darley Lea Dirks Eau Claire Ford Lincoln Mercury Dennis and Bonnie Ferstenou Dianne and Dave Fish Joe and Dawn Flater David Frasch and Evalyn Wiley-Frasch Fries Financial Group LLC Raymond James Dave and Ann Gordon Gordy's Market Gary and Pat Gray Great Northern Corporation Les and Marilyn Harrison Heartland Contractors Inc. HSHS St. Joseph's Foundation HSHS St. Joseph's Hospital Bob Hogseth Peter and Sue Holm 6 | Sheila and Bill Volker Gerald and Mary Jacobson W.S. Darley & Co. David and Patricia Jankoski Wipfli LLP Mary Lou Keegan Jim and Arlene Wright Tom and Pam Kell Richard Ziemann Norm and Mary Ellen Keller Dale and Mary Zwiefelhofer Kevin and Lynda Koehn In-kind Contributions Larson Construction Co., Inc. Chi-Hi String Quartet Robert and Cath Lea Duncan Creek Mfg., Inc. Jake and Peg Leinenkugel Edward & Hannah M. Rutledge Charities Gary and Joanne Leonard Jim and Melinda (Haun) Hohncke Literacy Volunteers – Chippewa Valley Mason Companies, Inc. Donna and Allen Loew RCU – Chippewa Falls Tim and Meg MacLaughlin-Barck Seyforth’s Studio & Camera Shop Ray and Jean MacLaughlin-Larson T-Bo Studio Colin and Tanya Malaney Jerry Way Elaine Mann Duncan Cameron Gary and Carol Gienapp United Way of the Greater Chippewa Valley Jacob Leinenkugel Brewing Company David and Ellen Kiefer Judi and Wayne Akey Chippewa County Department of ITW Deltar Fasteners Alice Marshall In-kind Donors Mason Companies, Inc. for Wine and Dine at Irvine Event Kathleen McLaughlin and Daryl Skobba Adept Engraving LLC Loni Meinen and Dave Turany Anonymous Ray and Pam Myers Baskets by Jeanne Mary Jane Nelson Don Bichner Northwestern Bank Dennis and Jeanne Boisvert Ellen A. O'Neil Chippewa Valley Music Festivals Orgel Wealth Management LLC Custer Farms, Inc. Robert and Elizabeth Poteete Entwood Golf Course LLC Steve and Lauree Pregent Excite! Wellness Studio Rex and Vickie Rathbun Garage Salon & Stylist Kristi Oemig Sandy and Roger Robarge Dave and Ann Gordon Rooney Printing Company Heartland Contractors Inc. Diane and Dennis Sarauer Dave and Pat Jankoski Gordy and Donna Schafer Tom and Pam Kell David and Jane Schill Lake Wissota Golf Carin Schlick Jacob Leinenkugel Brewing Co., Inc. Matthew and Rebecca Schneider Larson Construction Co., Inc. Rita Schrantz Libby Cyr Leinenkugel David and Lauri See Mason Companies, Inc. Steve and Kaye Senn Cory Cyr Miller Desiree Sikowski-Nelson Ojibwa Golf & Bowl Kevin Smith Olson’s Ice Cream Spectrum Industries, Inc. Rooney Printing Company, Inc. Dr. and Mrs. Bill Sprague Timber Terrace Golf Course Diane Steinmetz Vicki’s Frame Shop Swanson Fund for Staff Development Xcel Energy Community Foundation of Chippewa County | 2014 – 2015 Annual Report CURRENT FUNDS ENDOWED FUNDS – PERMANENTLY RESTRICTED Dennis and Jeanne Boisvert Family Endowment Fund An Endowment Fund is managed, invested and kept in perpetuity to provide earnings for the benefit of a charitable cause on behalf of an individual, family, organization or business. Donor Advised Fund; grants support organizations recommended by fund advisors. Dennis and Jeanne Boisvert In memory of Leonard Rubesch Dolores Barnier Education Fund Designated Fund; grants provide scholarships to graduating seniors of Chippewa Falls Senior High School. Jim and Jeanne Barnier Jim and Jeanne Barnier In memory of Jim Flynn In memory of Marjorie Gilbert James G. Lindell 1991 Irrevocable Charitable Trust In memory of Sloane J. Brehmer Oktoberfest, on behalf of event volunteer Jim Barnier Luke Bathke Special Education Endowment Fund Field of Interest Fund; grants support students in Special Education programs. Vonnie Bathke In memory of Luke Bathke Bejin Family Endowment Fund Designated Fund; grants support organizations of donor’s choice. Mary Blake In memory of Magdalen Bejin Bloomer School District Endowed Scholarship Funds Designated Funds; grants support students from the Bloomer School District. For application information contact the School District. (bloomer.k12.wi.us) RM Dewitt Memorial Scholarship Fund Alice M. Hanson Memorial Scholarship Fund Joe Placek and Sandy Shaurette-Placek In memory of Bernice M. Marek Matt and April Snyder In honor of Dr. and Mrs. Thomas Hebert Fred R. Bowe Memorial Fund Dr. Bertha M. Bresina Endowment Fund Field of Interest Fund; grants support environmental and nature-related endeavors in Chippewa County. Field of Interest Fund; grants benefit Chippewa County students wanting to obtain a Catholic (K-12) education. Judi and Wayne Akey In honor of Gary and Joanne Bowe Leonard's 50th Wedding Anniversary Callahan Family Endowment Fund Jackie and Jim Bernier In memory of Thomas J. Goettl Donor Advised Fund; grants support organizations recommended by fund advisors. Rolf Chance Memorial Endowment Fund Joe and Deb Coughlin Gary and Joanne Leonard In memory of Bud Bernier Designated Fund; grants support the care and maintenance of housing for the monkeys at Irvine Park. Jim and Kathy Smola Sloane J. Brehmer Endowment Fund Chippewa County Agricultural Advancement Fund Designated Fund; grants support organizations of donor’s choice. George and Sara Abendroth In honor of Jean Hebert's 70th Birthday Genevieve Brehmer Joe and Karen Brehmer In honor of Genevieve Brehmer Donor Advised Fund; grants support and encourage opportunities in agriculture and related endeavors of benefit to the people of Chippewa County as recommended by fund advisors. Gary and Carol Gienapp In memory of Thomas J. Goettl In memory of Allard Peck Eagle Point Mutual Insurance Company Gary and Carol Gienapp Ruth Ann Bridges Kathy Bye In memory of Tom Bye Allen and Marcia Dollerschell In memory of Sloane J. Brehmer Jean and Tom Hebert, Jr. In honor of April and Matt Snyder In memory of Leonard Peck Eagle Point Mutual Insurance Company Gary and Carol Gienapp Steve and Sue Meinen Iona Hoyle David and Linda Laird In memory of Joyce and Chuck Veicht – continued on page 8 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 7 CURRENT FUNDS continued [ ENDOWED FUNDS - P ERMANENTLY RESTRIC TED ] Chippewa Moraine Ice Age Reserve Endowment Fund Designated Fund; grants support the mission and activities of the Chippewa Moraine Ice Age Reserve. (dnr.wi.gov) Anonymous In honor of Edgar John Riley V. Kurt Lothe Joe Placek and Sandy Shaurette-Placek In honor of Paul and Mary LaLiberte Sandra Seilheimer In memory of Allen Seilheimer Family of Roger and Elaine Sharp and Jeffrey and Deborah Hansen Community Foundation Endowment Fund Unrestricted; accepts gifts for endowment, including otherwise undesignated memorial and tribute gifts and bequests; grants are made at the discretion of the Foundation’s Board of Directors. Patti and Jeff Darley In memory of Marvin Harrison In memory of Flo Schaus Rick and Roz Gates In memory of Fredrick Siebenshuh Timothy and Vicki Gjovik In memory of Courtenay M. Pfiffner In memory of Ann Stepanek Sharon Karrmann and Family of Mathilda Forster In memory of Mathilda Forster Ronald and Roberta Metzler In memory of Benjamin R. Hayes Michael and Dana Schoch In honor of Rachel and Derek Volz Desiree Sikowski-Nelson In memory of Clem Fox In memory of Ralph Rubenzer In memory of Julie Rydlund Walter Sugars Estate In memory of Walter Sugars 8 | In memory of James M. “Jim” Dimock Anonymous Advanced Mail Inc. John and Susan Ayres Jim and Deb Bieging Jim and Nancy Bischel Doris M. Blake Mary A. Blake Tom and Xiaomei Blake The Rev. Dr. and Mrs. Barry C. Boyer Bill and Mary Brunstad Terry and Linda Christianson Joseph and Nola Cook Linda and Tim Crawford Steve and Linda Cyr Amy Davis Sara Denure Eau Claire Public School Administrators Association Seth and Deborah Ebel Timothy and Shari Englebert Fill-Inn Station Raymond and Mary Kay Francis David Frasch and Evalyn Wiley-Frasch James and Donna Friedeck Kevin and Candy Geissler Gifts collectively received in memory of James M. “Jim” Dimock and from Kris Dimock and family Timothy and Vicki Gjovik Melissa Gora Gary and Pat Gray Marc and Deb Harding Barbara Harvey Gerald and Rosemarie Hoepner Jim and Melinda (Haun) Hohncke Cheryl and William Jensen Tom and Pam Kell Timothy and Elizabeth Konz Daniel and Jacey Lea Robert and Cath Lea William and Karen Lea Jake and Peg Leinenkugel Tim and Carrie Leis Dr. John Look Kristi Lund Erica Lyberg Michael and Sharon Memmel Jerry and Janet Naiberg Stephen and Laurie Norlander Bob and Peggy Norquist Jane and Wally Piotrowski Arla Prestin Bruno and Patricia Rahn Gary and Mary Rambo Donald Roberts Thomas and Barbara Sanford David and Lana Schaller Patricia Shay Schroeder Community Foundation of Chippewa County | 2014 – 2015 Annual Report Beth and Randall Schultz Jim, Rhonda, Nate and Tricia Seckora Desiree Sikowski-Nelson Gerald and Mary Skalecki Marilyn Smith Timm and Debbie Smith Larry and Dana Sommerfeld Sunshine Club for Eau Claire Area School District Administration Ellen Teske Jason and Erin Van Helden Ron and Sue Walsh Jerry and Carol Way Weld, Riley, Prenn & Ricci, S.C. Kevin and Brenda Weltzin Jim and Lou Ann Wischnewski Ellen Yindra Custer Family Endowment Fund Unrestricted; for grant-making at the discretion of the Foundation's Board of Directors. Patti and Jeff Darley Family Endowment Fund Designated Fund; grants support organizations of donor’s choice. Patti and Jeff Darley Bob and Lea Dirks Coast to Coast Hardware Store Endowment Fund Designated Fund; grants support organizations of donor’s choice. Lea Dirks In honor of Howard Buckli's 90th Birthday In memory of Joseph (Jim) Kuhlman In memory of Ruth Mueller Linda Dirks In honor of Lea Dirks’ 90th Birthday Dennis and Bonnie Ferstenou Family Endowment Fund Field of Interest Fund; grants support operational and capital expenditures for nonprofit organizations, such as food pantries and community tables, that provide food security in Chippewa County. Joe and Deb Coughlin Dennis and Bonnie Ferstenou Dennis and Bonnie Ferstenou In memory of Thomas J. Goettl – continued on page 10 Bill Olson Endowment Fund T To Bill Olson, Chippewa Falls siblings worked in the business, for stability and a place to set down overflows with people who value the which his dad purchased from Henry his roots. In the mid-1990s, he was city and take care of one another. Huffcutt in 1968, during summers grateful for the opportunity to return to earn money for their college to his family’s growing business, education. purchasing Huffcutt Concrete along “It’s a community that has a close feel to it,” Olson said. “It seems like everyone is involved somehow, either After attending UW-Eau Claire and on a small or large scale, giving then finishing his engineering degree something back through donating or at UW-Madison in 1981, Olson volunteering.” followed his college roommate to Supporting the Community Foundation of Chippewa County Like many who contribute to the construction firms for 12 years. area's philanthropic atmosphere, difference in a city that has nurtured get involved in any volunteering or his family. community things because I would Falls with his two brothers and also have returned to the area since Houston, Texas, to work for various “When I lived in Texas, I really didn’t Concrete, Olson grew up in Chippewa John, in 1996. Most of his siblings college. gives him a vehicle to make a lasting Now vice president of Huffcutt with brother Steve from their dad, live someplace for three years tops and then have to move on to another city when a project was finished.” through the Community Foundation was a way to look long term, beyond those immediate gifts. continue doing those things, that gift While he gained a wealth of was involved in church and the construction experience within a community. He and most of his short period of time, Olson yearned | Establishing an endowment fund “When the time comes that I can’t two sisters. The close-knit family 2014 – 2015 Annual Report he supports a variety of charities. will continue.” ● Community Foundation of Chippewa County | 9 CURRENT FUNDS continued [ ENDOWED FUNDS - P ERMANENTLY RESTRIC TED ] George and Peggy Fleming Family Fund Designated Fund; grants support organizations of donor's choice. George and Peggy Fleming George and Jacquie Gannon Family Endowment Fund Designated Fund; grants support capital improvements at Gannon Field in Casper Park. Ric Gannon In honor of Jacquie Gannon In memory of George Gannon 10 Anonymous Cynthia Anderson Thomas and Rozanne Anderson Scott and Barb Armstrong Dale and Mavis Babbitt Dean and Sue Ann Babbitt Steve Babbitt Bill and Karen Bejin Gerald and Barbara Berseth Mary Blake Tom and Xiaomei Blake Steve and Penny Blank and family James and Susan Boettcher Chi-Hi Athletic Booster Club Chippewa Falls Lions Club James and Marcia Crawford Jon and Kathleen Czarnetzki Dan and Jacque Daniel Joye and Carl Dobos Al and Jean Eystad Bill and Jane Faherty Robert Ferg Rick and Rose Frederick Daniel Gannon Jacquie Gannon Ric Gannon Robert Gannon Ryan and Krista Gannon Gary and Carol Gienapp Sharon Grilley Phyllis Grohn Steve and Linda Hamilton Loretta Harris Dick and Karen Hebert Jill and Dan Hietpas Gerald and Mary Jacobson Roderick and Robin Lein Jake and Peg Leinenkugel | Terri Lindahl Robert and Wendy Lutz Ray and Jean MacLaughlin-Larson David and Peggy Markow LaVonne Marquie Alice Marshall Renee Martell Terry and Kari McCanna Bob Miller Howard Miller Roger Miller Jane Molstad Vernon and Alice Normand Northwestern Bank Neil and Judith O'Hanlon Susan Palmer Scott Perloff Chlorn and Karen Petersen Wayne and Marion Peterson Rick and Irene Pruzek Joyce Pugh Gary Robarge Rich, Ruth and Chelsea Rosenow Shirley Rosenow Thomas and Barbara Sanford Barbara Schmitt Ann Shipman Roger and Marilyn Skatrud Timm and Debbie Smith Susan and Bruce Steger Albert and Marian Steinmetz Roger and Sheila Thompson Jean Thornton Carolyn Townsend Robert and Kay Marie Trench Wendell and Janet Uutala Laura Kasdorf and Tim Wolter Larry Zorn Clifford and Linda Zwiefelhofer Donald and Marie Zwiefelhofer Gienapp Family Endowment Fund Donor Advised Fund; grants support organizations recommended by fund advisors. Brian and Lisa Gienapp and family J. Murray and Crystal Gordon Endowment Fund Unrestricted; for grant-making at the discretion of the Foundation’s Board of Directors. Pat and Gary Gray Family Endowment Fund Donor Advised Fund; grants support organizations recommended by fund advisors. Community Foundation of Chippewa County | 2014 – 2015 Annual Report Greenhalgh Memorial Music Endowment Fund Donor Advised Fund; grants support music program activities at Chippewa Falls Senior High School as recommended by fund advisors. Joe and Deb Coughlin In memory of Doug Parker Gerald and Mary Jacobson Kirt and Stacy Pickerign Barbara F. Harper Endowment Fund Designated Fund; grants support organizations of donor’s choice. Les and Marilyn Harrison Family Endowment Fund Designated Fund; grants support organizations of donor’s choice. Les and Marilyn Harrison In memory of Dr. Robert Ippel Ken and Diane Koss In honor of Les Harrison's Retirement Laura Rose In honor of Les' Birthday and Retirement In memory of Marvin Harrison Kenneth and Cindy Deibert George and Peggy Fleming Lyle and Rosie Fritz Dr. Gary and Mrs. Glenna Gibbons Bob Hogseth Fred and Carol Holtz Cheryl and William Jensen Peter and Joan Kirk Thomas and Marilyn LeDuc Bob, Patty, Laura and Tim Rose Gerald and Carolyn Shurb Ken and Belle Stanford Sheila and Bill Volker Ray and Lilene Helgerson Educational Endowment Fund Designated Fund; grants support educational programs, activities, musical instruments, materials, equipment, opportunities and/or experiences for students in K-12 in Chippewa County public schools; particularly for students from families in financial need within the Chippewa Falls Area Unified School District. Ray Helgerson – continued on next page CURRENT FUNDS continued [ ENDOWED FUNDS - P ERMANENTLY RESTRIC TED ] Heyde Health System Fund Field of Interest Fund; grants support nonprofit organizations that provide programs of a spiritual nature to nursing homes in Chippewa County. John and Mary Hofkes Family Endowment Fund Donor Advised Fund; grants support organizations as recommended by fund advisors. Donna and Bob Hogseth Family Falls Youth Endowment Fund Donor Advised Fund; grants support youth organizations involved in community service as recommended by fund advisors. Brian and Anne Buell In memory of Mom at Christmas Bob Hogseth In memory of Donna and Vera on Mother's Day *Harold and Marian Hunt Family Endowment Fund Russ and Gloria Kazda In memory of Leonard Hart Eugene and Joyce Lyberg Sheila and Bill Volker James G. Lindell 1991 Irrevocable Charitable Trust In memory of James G. Lindell and Lynda Voge William Irvine Endowment Fund Designated Fund; provides scholarships for worthy children who are residents of Chippewa County. Dan and Linda Hunt Family Endowment Fund Donor Advised Fund; grants support organizations recommended by fund advisors. Restricted Endowment Fund; for the maintenance and operations of Irvine Park. (Not open to receive additional gifts.) John Lubs Shawn and Rebecca Thompson Marcia Wirt, Donaby Henton and Alex Henton In honor of Wynne Cook's Retirement and Will and his family Irvine Park Endowment Fund James and Amelia Hopkins - Masonic Lodge F. & A.M. No. 176 Educational Fund Weather Ridge Condo Association In memory of Sally M. Petrilli Donor Advised Fund; grants support organizations that provide support for families of severely fragile infants and children. career and service In memory of Dr. Robert Ippel Donor Advised Fund; grants support organizations recommended by fund advisors. Thomas and Barbara Sanford In memory of Darra Sandrig Iron Will Endowment Fund Peter and Sue Holm In honor of Chuck Card's 80th Birthday In honor of Dr. Jim Haley's dental Peter and Sue Holm Family Fund Joe Placek and Sandy Shaurette-Placek, Kayanna, Paul, Sue, Kathy, Jane, Sarah and families In memory of Mary Helen Stevens Kris and Richard Simonson In honor of Harold and Marian Hunt In honor of our wonderful parents and family In honor of Wynne Cook's Retirement George and Sara Abendroth Mary Kay Aide Paul and Wynne Cook Jean Durch Don and Judy Fedie Dr. Jeremy Forster and Marcia Kyes Gary and Carol Gienapp Doug and Bonnie Gullickson Jill and Dan Hietpas Jim and Melinda (Haun) Hohncke Bob and Chris Maslonkowski Judith McNamara Timothy Ringhand Joseph and Barbara Samens In memory of Donna Hogseth Dan and Jacque Daniel Vern and Jean Hillesland Paul and Tara Hogseth Lynda LaCasse and Charter Bank Donor Advised Fund; grants support organizations recommended by fund advisors. Roland and Helen Irwin Endowment Fund Field of Interest Fund; grants support endeavors that help clean Chippewa County waterways. Gerald H. and Ann C. Jacobson Fund Field of Interest Fund; grants support wildlife and its habitat or parks in Chippewa County. Gerald and Mary Jacobson Mary and Jerry Jacobson Family Fund Field of Interest Fund; grants support youth in Chippewa County. Gerald and Mary Jacobson David and Patricia Jankoski Family Endowment Fund Designated Fund; grants support improvements to Irvine Park. Donor Advised Fund; grants support organizations recommended by fund advisors. (chippewafalls-wi.gov/your-government/parksrecreation-forestry/irvine-park-zoo) Teresa Germain Gifts collectively received in memory of George Corbett and from Helen Corbett and family Estate of Leonard Hart In memory of Dr. Leonard G. Hart Fred and Carol Holtz In memory of Doris Bergeman Joseph W. Joas Designated Endowment Fund Designated Fund; grants support organizations of donor’s choice. – continued on page 14 * Indicates funds that reached their endowed level during the 2014 – 2015 fiscal year 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 11 Dr. Charles Kemper Living Land Endowment Fund A At the southeast corner of Chippewa Because the Kemper family strongly Falls just off Highway 29 is an 80- felt that the land should remain acre treasure called Kemper Woods, as wildlife habitat, they worked where Dr. Charles Kemper has with the Chippewa County Land banded and recorded an estimated Conservancy and Chippewa Valley 100,000 birds since he bought the Wildlife Society to permanently parcel in the early 1950s. preserve the site. As part of this When Kemper, a licensed renowned birding expert whose work is featured in the book Birds of Chippewa Land, purchased the land, it was being marketed as a source of gravel. “That purchase turned out to be the best investment I ever made,” he said. His decision benefited his work with nature and triggered a chain of events that permanently preserved the area for all to enjoy. 12 | Community Foundation of Chippewa County | 2014 – 2015 Annual Report process, the Living Land Seedling Fund was established through the Community Foundation of Chippewa County to support the long-term efforts of local individuals and conservation organizations who wish to preserve natural areas and open space for future public use. To preserve Kemper Woods, private donations to the endowment’s passthrough fund were added to public funds to secure the property. The purchase of Kemper Woods was The Living Land Endowment allows a springboard to a series of equally those who appreciate nature to work important conservation projects that together by investing in the quality of have served to protect a large block the environment and in the future of of adjoining land commonly known as their community. ● the Hallie Marsh. Under this broader effort, the Lyberg, Melville, Marquardt, Visiting Kemper Woods and the Hallie Marsh Wildlife Area Greening, and Cherrier families subsequently worked with the county, state, and a number of conservation organizations, led by Pheasants Forever, to permanently preserve an additional 660 acres. These organizations have since donated this land to the Department of Natural Resources, which Dan Masterpole (left) and Dr. Charles Kemper (right) Kemper Woods is located at “ roughly 15400 50th Avenue in Lake Hallie and is managed by the Chippewa County Department This (Kemper Woods) is of Land Conservation and Forest a great example of how Management. From Highway 124, manages the property as an outdoor a group of families who take Woodward Avenue south and recreational area in the heart of the wanted to conserve their immediately turn east onto Prairie Chippewa Falls/Eau Claire urban area that is readily available to the View Road, which turns into South land were able to do so Avenue and then 50th Avenue. After public. Kemper Woods now serves for the benefit of the passing over Highway 29, look for the as a forested component of a fully community. Kemper Woods sign on the right. protected landscape that extends from wooded hilltop to open water marsh. “This is a great example of how a group of families who wanted to conserve their land were able to do so for the benefit of the community,” said " Mowed trails wind through the area. Dress suitably for an outdoor nature experience. Dan Masterpole Director, Chippewa County Department of Land Conservation & Forest Management Dan Masterpole, Director of Chippewa County’s Land Conservation and Forest Management Department. Kemper is passionate about The Living Land Endowment was designating land for wildlife, noting established to enhance the work of that open spaces are vanishing local land conservation groups that nationwide as more buildings pop up work with landowners to preserve for residential and commercial use. land for the future. The endowment’s Conservation boosts people’s quality “pass-through” and core endowment of life, the value of adjacent land, and funds provide support to conservation the county’s overall economy. “People organizations that choose to sponsor travel far and wide to see birds,” he projects like Kemper Woods. said. “Billions of dollars are wrapped Under this arrangement, the up in just birds.” Community Foundation receives and “In going about our daily lives, it is manages community donations and easy to forget that we live in a very disperses grant funds. A local advisory special place,” Masterpole said. “It is committee provides conservation important to take good care of things expertise to assist the Foundation in while we are here and to pass this its efforts. place along to others so that they can enjoy it as much as we do.” 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 13 CURRENT FUNDS Early Riser Kiwanis Endowment for Hunger Fund Jake and Peggy Leinenkugel Family Endowment Fund Designated Fund; grants provide support for Agnes’ Table and hunger issues. Joseph W. Joas Unrestricted Endowment Fund Donor Advised Fund; grants support organizations recommended by fund advisors. Koehn Family Endowment Fund Unrestricted; for grant-making at the discretion of the Foundation’s Board of Directors. Donor Advised Fund; grants support organizations recommended by fund advisors. Gerald and Mary Jacobson In honor of Jake's Retirement Joseph W. Joas Estate Kevin and Lynda Koehn Chet and Irene Lindsey Endowment Fund Lake Wissota Improvement and Protection Endowment Fund Field of Interest Fund; grants support civic, humanitarian, cultural, recreational, aesthetic, environmental and educational needs in Chippewa Falls and the Lake Wissota area. continued [ ENDOWED FUNDS - P ERMANENTLY RESTRIC TED ] Russ and Gloria Kazda Endowment Fund Field of Interest Fund; grants generated by this fund, created in memory of Russ and Gloria’s son Chad Kazda, are directed to nonprofit organizations that provide programs addressing issues associated with mental illness, particularly depression. Designated Fund; grants support efforts to preserve and protect Lake Wissota and its surroundings, and to enhance the water quality, fishery, boating safety, and the esthetic value of Lake Wissota as a public recreational facility for today and for future generations. (lwipa.net) Roger and Ronnie Boucher In memory of Benjamin R. Hayes Gifts collectively received in memory of George Corbett and from Helen Corbett and family Carey B. Kell Endowment Fund William and Barbara Welke Charitable Fund In memory of Richard W. Welke Field of Interest Fund; grants support beautification in Chippewa Falls. Tom and Pam Kell Family Fund Designated Fund; grants support organizations of donor’s choice. Kiefer Family Fund Donor Advised Fund; grants support organizations recommended by fund advisors. David and Ellen Kiefer Kiwanis Club of Chippewa Falls Endowment Fund Donor Advised Fund; grants support organizations recommended by fund advisors. (chippewafallskiwanis.org) Kiwanis Club of Chippewa Falls Peggy Rathbun Memorial Endowment Fund Designated Fund; grants provide scholarships for students pursuing a technical education. (chippewafallskiwanis.org/scholarships) Bill and Mary Lou Leinenkugel Endowment Fund Donor Advised Fund; grants support organizations recommended by fund advisors. Jacob Leinenkugel Brewing Company Employee Endowment Fund Donor Advised Fund; grants support organizations recommended by employee fund advisors. Jacob Leinenkugel Brewing Company | John A. and Jane E. Mason Lubs Family Fund Donor Advised Fund; grants support organizations recommended by fund advisors. John Lubs Gerald and Elaine Mann Endowment Fund Unrestricted; for grant-making at the discretion of the Foundation’s Board of Directors. Elaine Mann Elaine Mann In honor of Carol Gienapp's Birthday In memory of James M. “Jim” Dimock Mildred “Penny” C. Mars Memorial Endowment Fund Unrestricted; for grant-making at the discretion of the Foundation’s Board of Directors. Jacob Leinenkugel Brewing Company In In In In In In In In In In In memory memory memory memory memory memory memory memory memory memory memory of of of of of of of of of of of Alton Buros James M. “Jim” Dimock Roger Geissler Gladys Dorothy Green Karen Knorn Denis Quirk Hollie Rowan Ralph Rubenzer Abbey Russell Delores Schwandt Arthur "Stir" Wagner Jake and Peg Leinenkugel 14 Jake and Peg Leinenkugel Community Foundation of Chippewa County | 2014 – 2015 Annual Report Harold D. “Mac” McDonald Endowment Fund Field of Interest Fund; grants support Chippewa County youth, music, veterans, history, and community festivals. – continued on next page CURRENT FUNDS continued [ ENDOWED FUNDS - P ERMANENTLY RESTRIC TED ] Irma M. and Vincent E. Miller Endowment Fund Designated Fund; grants support projects and programs related to the historical preservation of the Cadott community through the Cadott Area Historical Society and also the habitat, wildlife, environmental and nature related endeavors at Otter Lake through the Otter Lake Booster Club. Peter and Joan Kirk Carmen and Gene Mower Family Endowment Fund Unrestricted; for grant-making at the discretion of the Foundation’s Board of Directors. Carmen and Gene Mower Carmen and Gene Mower In memory of Doris Bohl In memory of Otto Bohl In memory of George Corbett In memory of Robert (Bob) L. Crane In memory of Scott Elliott In memory of Kristen Friedeck In memory of Jackie Gubrud In memory of Leonard Hart In memory of Lamoine Jaquish and Patricia K. Jaquish In memory of Shirley Ann Krhin In memory of Richard "Dick" Moe In memory of Robert (Bob) Moe In memory of Judith A. Paquette In memory of Courtenay M. Pfiffner In memory of LaVerne Roegge In honor of Gladys Schmidt's 100th Birthday In memory of Jim Sinette In memory of Delores Smith Marcus Myrman and Marcene O’Brien Myrman Family Endowment Fund Unrestricted; for grant-making at the discretion of the Foundation’s Board of Directors. Don and Norma Frenette and Family In honor of Marcene O'Brien Myrman's 80th Birthday Jim and Melinda (Haun) Hohncke In recognition of Marcie's 80th Birthday Edwin and Evelyn Nyhus Centennial Fund Dennis and Jeanne Boisvert In memory of Mom at Christmas Field of Interest Fund; grants support agencies and institutions primarily serving the City of Chippewa Falls, with projects, programs and services related to public libraries, public parks and recreation, youth, senior citizen welfare, animal welfare and community health. Ron and Mary Giles Anonymous In honor of Edgar John Riley Lois Clark In memory of Clark Davis In memory of Clem Fox In memory of Thomas J. Goettl In memory of Oscar Medrano's Mother In memory of Cheryl Nunke In memory of Sharon Polanski In memory of Marilee Prince In memory of Jim Walters Dwight and Linda Davis Lorraine Denning In memory of Evelyn Walloch Eldred and Violet Nyhus In memory of Ralph Rubenzer, Marie and Willis Weaver, Jim Walters, Bernhard Prahl, Tom Ritter, Laurie King, Clark Davis and Thomas J. Goettl Bill Olson Endowment Fund Designated Fund; grants support organizations of donor's choice. James Quigley RBC Foundation Ride on Riley Fund Donor Advised Fund; grants support organizations recommended by fund advisors. Anonymous Carin, Marshall and Amelia in memory of Riley McCanna Thankful for your family Terry and Kari McCanna William and Susan Westbrook, Jr. In memory of Riley McCanna Anonymous George and Sara Abendroth Dr. Peter Holm, Dr. Jeffrey Brown and staff at Chippewa Valley Eye Clinic-Chippewa Falls Donna, Colleen, Mary Kay and Bridget John and LeAnn Nelson Scott Nelson and Karla Conrad-Nelson Dan and Kristin Sanders-Gendreau Carin Schlick Richard and Nadine Schwab Stillson Sunshine Lisa Swoboda Jim and Lou Ann Wischnewski William P. Olson Sandra and Roger Robarge Family Endowment Fund Howard L. and Joanne M. Olson Family Endowment Fund Field of Interest Fund; grants support education and/or community development endeavors in the Holcombe and/or Cornell area. Designated Fund; grants support special events sponsored by Chippewa Partners. St. Vincent de Paul Service Endowment Fund John R. and Ellen A. O’Neil Endowment Fund Field of Interest Fund; grants support youth community service activities and programs of Chippewa County nonprofit organizations. Designated Fund; grants support organizations of donor’s choice. Patricia Quigley-Anderson Endowment Fund Anonymous Field of Interest Fund; grants support dental health care and education. Frank Anderson In memory of Wayne Anderson and Patricia Quigley-Anderson 2014 – 2015 Annual Report | Gerald and Mary Jacobson In honor of Rebekah Heidtke and Oliver Shakal – continued on page 17 Community Foundation of Chippewa County | 15 W While Leonard Hart may not have then served in the 37th Medical Because of this, he decided to leave been well-known in Chippewa Field Unit in Korea during the part of his estate to the Irvine Park Falls, his gift to the Irvine Park Korean Conflict. During his tenure, Endowment Fund. The funds were Endowment Fund will ensure his he was awarded the Korean Service left in his father’s memory, Dr. memory lives on forever. Leonard, Medal with three bronze stars, Leonard G. Hart, a veterinarian that who passed away in May 2015 Combat Medical Badge, UN Service served the area. at the age of 84, was raised in Medal, and National Defense Chippewa Falls and graduated from Service Medal. Chippewa Falls Senior High School in 1949. As an exceptional athlete, he earned the position of captain of the 1948 Chi-Hi football team. 16 | Leonard Hart's Personal Legacy Throughout his life, Leonard was frugal and never lived beyond his Following his honorable discharge means. Due to his focus on saving from the Army in 1953, Leonard money and not over-spending, the returned to Chippewa Falls and Irvine Park Endowment Fund will made his home within the city. be able to utilize his contributions Upon graduation from high school, Leonard was a quiet person that to better the facility for current and Leonard joined the United States enjoyed reading, experiencing the future park-goers. ● Army and underwent training at outdoors, and walking throughout Fort Sam Houston in Texas. He the city, especially in Irvine Park. Community Foundation of Chippewa County | 2014 – 2015 Annual Report CURRENT FUNDS continued [ ENDOWED FUNDS - P ERMANENTLY RESTRIC TED ] Frank Schlick Memorial Endowment Fund Donor Advised Fund; grants support organizations recommended by fund advisors. Carin, Marshall and Amelia in memory of Frankie Schlick Thankful for family and friends CustomInk Design T-shirts Online Kathleen McLaughlin and Daryl Skobba In honor of Amelia Schlick's 16th Birthday In honor of Amelia Schlick's Confirmation In honor of Carin Schlick's Birthday In honor of Marshall Schlick's Birthday In honor of October 12, 1991 marriage of Frank and Carin Schlick In honor of Susan Westbrook and Carin Schlick on Mother's Day In honor of Susan Westbrook's Birthday In memory of Frank “Frankie” Schlick Dr. Mahmoud Taman Endowment Fund Wisconsin Tree Identification Fund Field of Interest Fund; grants support organizations and agencies that provide services for mental health urgent medical and social needs. Designated Fund; funds are restricted for the purchase and permanent identification of indigenous trees of Wisconsin found in Irvine Park and the maintenance and upkeep of the associated trail. Doris Vennard Nursing Endowment Fund Designated Fund; grants support scholarships to worthy and needy Chippewa County high school graduates who are pursuing an undergraduate degree in the nursing profession. Anonymous In memory of Robert F. Nelson Designated Fund; grants support the City of Chippewa Falls Police, Fire and Emergency Services departments to be used for equipment and community relations. Joe and Deb Coughlin William and Susan Westbrook, Jr. In honor of Kathleen McLaughlin on Mother's Day Sheila and Bill Volker In memory of Frank “Frankie” Schlick Dick and Kathy Turner In memory of Emily Waite In memory of Laura Sault Don and Dolores Bichner Denny Buttke Dick and Kathy Turner *James and Arlene Wright Family Endowment Fund Sheila and Bill Volker City of Chippewa Falls Police, Fire and Emergency Services Endowment Fund Frank and Janelle Schlick Don and Dolores Bichner In memory of George Corbett Donor Advised Fund; grants support organizations recommended by fund advisors. Gary and Carol Gienapp In honor of Jim and Arlene Wright Jim and Arlene Wright Jim and Arlene Wright In memory of Timothy Western Johnson The Youth of Lake Holcombe Endowment Fund The WANE Fire Safety and Prevention Endowment Fund In memory of Frank Schlick George and Sara Abendroth Terry and Kari McCanna John and LeAnn Nelson Field of Interest Fund; grants support fire prevention or safety programs, smoke detector programs or fire victims' assistance programs. Field of Interest Fund; grants support programs involving the youth of Lake Holcombe, both inside the school and youth community programs outside of school. Senn Family Endowment Fund Joye and Carl Dobos In memory of Doug Parker Rick and Roz Gates In memory of Joseph Taylor Bill and Nancy Pickerign The Silver Bear In memory of Dietmar Braune Cecil and Darlene Hehl Welcome to Chippewa Falls U.S. Flag Endowment Fund George Sutor Open Golf Tournament Swanson Endowment Fund for Staff Development Designated Fund; grants support the purchase, display and maintenance of the large flag flown on the East Hill in front of the Heyde Center for the Arts. Dennis and Jeanne Boisvert In honor of 2014 Lake Holcombe Golfers "Swinging Fore A Cause" participants Lake Holcombe Golfers "Swinging Fore A Cause" Warren and Virginia Wermund Endowment Fund Jason S. Zunker Memorial Endowment Fund Field of Interest Fund; grants support youth in Chippewa County. Donor Advised Fund; grants support organizations recommended by fund advisors. To be determined; the family is working with the Community Foundation to establish the parameters of this fund. Designated Fund; grants support professional training opportunities for Foundation staff members. Jim and Linda Jackson Gerald and Mary Jacobson – continued on page 18 * Indicates funds that reached their endowed level during the 2014 – 2015 fiscal year 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 17 CURRENT FUNDS AGENCY FUNDS Marylin Plansky Nonprofits may establish an endowment fund to serve the purposes of that organization. Paul and Shirley Poplin Loren and Kari Sandberg Robert and Tammy Staber ALS Support Group of NW Wisconsin Fund Agency Fund; distributions support the mission and activities of the ALS Support Group of NW Wisconsin. (alsawi.org) Alfresco Casual Living Inc. Denise Amrhein-Sprunk Thomas and Monica Bleskacek In memory of Bernice Krumenauer Allen and Nancy Borth Jeffrey Chamberlain Robert and Judith Ciske Ruth Crouse Colleen Dow Carter and Leora Dueholm In memory of Scott Carlquist, husband of Monica Murphy Carlquist, father of Catherine E & J Transportation Inc. Gary and Nancy Ellis In honor of Joel Ellis Jodi Giroux Grace Home Respiratory, Inc. Cookie Hagen Steven and Jill Hartung Elizabeth Janeczko George and Margaret Jensen David and Joyce Johnson Glen and Cindy Johnson Duane and Brenda Kado James and Renee Tatzel Daniel and Patsy Vance Thomas and Gloria Wagener Jon and Julie Warmke In memory of Oliver Bade, Jr. Women of the Church of Pine Valley Ralph and Linda Zabel In memory of Steven DeLong Duane and Patricia Butler Gundersen Lutheran Administrative Services, Inc. Board and Executive Director of LGBT Resource Ctr-7 Rivers In memory of Ronald Henning Marie Henning Women of the Church of Pine Valley In honor of Joel's Hope Kathleen Ducommun Carlos and Amber Flores Kyle Henneman Meredith Pinchak Larry and Joan Schrofe Stephanie Woodward In memory of Eugene Sulfer and Tom Zinda William and Cindy Brandl Richard and Heather Burns Carousel Gymnastics LLC Colin and Cynthia Newby Mark and Sara Theroux Caring for Forest Hill Cemetery Fund Chippewa Area Mentor Program Endowment Fund Agency Fund; distributions support oneon-one mentoring for kindergarten-12th grade youth in the public and parochial schools within the Chippewa Falls area. (cfsd.chipfalls.k12.wi.us/cvMentors.cfm) Tom and Jan Drehmel In memory of Jim Schumacher Gary and Carol Gienapp In memory of Arlan Cloutier In memory of Dr. Julie C. Stafford In memory of LaVerne Roegge Ken and Diane Koss In memory of LaVerne Roegge Darrin and Kim Senn In honor of Carol Gienapp's Birthday Roger and Marilyn Skatrud In honor of Gary and Carol Gienapp and family In honor of Nancy Roshell and family In honor of Jim and Arlene Wright and family In memory of James M. “Jim” Dimock Gary and Carol Gienapp Pat and Sherry Jasper Larry and Dianne Marquardt Heidi White Jeanne and Robert Wright Chippewa Area Mentor Program Scholarship Fund Agency Fund; distributions provide college scholarships for students who have been in the Mentor Program. (cfsd.chipfalls.k12.wi.us/cvMentors.cfm) Chippewa Falls Area Unified School District In honor of Carol Gienapp Agency Fund; distributions support operations of Forest Hill Cemetery. Sue Dole In memory of Paul Nagel In memory of Kathy Ohms Gifts collectively received in memory of George Corbett and from Helen Corbett and family Bob and Mary Jenneman In memory of Charles Lubs In memory of Dr. Julie C. Stafford Bruce and Renee Midthun Joe Mandelert and Ellen Devine In honor of Cal Myrman John and Carol Long Odin Mork Charles Norseng Jerry and Mary Nelson K.M. Paar Charles Norseng In memory of Jerry Post John Plansky Sheila and Bill Volker Elizabeth Korpal Dennis and Sharon Krumenauer Pearl Kvistad and Orvilla Kvistad In honor of Laural Kvistad Steven and Peggy Lynum Norm and Sue Plourde In honor of all past and present mentors Don and Julie West Jeanne and Robert Wright In memory of Florence Lindoo – continued on next page 18 | Community Foundation of Chippewa County | 2014 – 2015 Annual Report CURRENT FUNDS [ AGENC Y FUNDS ] Chippewa County Historical Society Endowment Fund *Chippewa County Genealogical Society Endowment Fund Agency Fund; distributions support operations of the Historical Society; initiated with a bequest from the estate of Joseph and Nilah Nabor Bradford. continued Agency Fund; distributions support operations of the Genealogical Society. (ccgswi.wix.com/ccgswi) Kathleen Anderson Mary Anderson In memory of John F. and Lucille McQuillan Kelly Mary Lou Burdick Joseph and Catherine Carroll Marion Cherrier Murphy and Family In memory of Jerome Samuelson Chippewa County Genealogical Society Sue Dole Denny Dutton William Hopkins Roger Howard In memory of Joan K. Howard Lumberjack Tools, Inc. Kathleen McMillin Judith Rubenzer Judith Rubenzer In memory of Robert and Dolores Loiselle Janice Mary Uden In memory of Lucille Bergeron Neuwirth and Catherine Bergeron In memory of Dave Hillman Chippewa County Genealogical Society Shirley Hillman Beverly Meyer Judy Speirs In memory of Sharon J. Zenner Kathleen Anderson John Bjerke Chippewa County Genealogical Society Pat Hebert Emmett and Anne Keller Bernie and Shirley Liedl Richard and Marcelene Ruff Jim and Nancy Schuh (chippewacountywihistoricalsociety.org) Joe Placek and Sandy Shaurette-Placek In memory of Robert (Bob) L. Crane Chippewa Falls High School Athletics and Activities Endowment Fund Agency Fund; distributions provide sustainable funding for Chippewa Falls High School athletics and activities which provide life lessons including positive character building, perseverance, teamwork, sportsmanship, winning and losing, and hard work. (cfsd.chipfalls.k12.wi.us/high/activites) Chippewa County Humane Association Endowment Fund Agency Fund; distributions support operations of the Humane Association; initiated with a bequest from the estate of Mildred “Penny” C. Mars. Gary and Carol Gienapp In honor of Nancy Roshell Chippewa Falls High School Cardinal Endowment Fund Agency Fund; distributions support programs that improve academic achievement and success of students in need of additional assistance. (chippewahumane.com) Chippewa County Humane Association, Inc. Deborah Newman (cfsd.chipfalls.k12.wi.us/high) In memory of Shirley Ann Krhin Anonymous Mary Asplund Jean Chisholm Hugh and Marcia Crane Ellen Devine Jeanne Ellingson Thomas and Nancy Leiser Joe Mandelert and Ellen Devine Joe Placek and Sandy Shaurette-Placek Reitway Cleaning Services Gary Wolfgang Chippewa Falls Area Senior Center Memorial Endowment Fund Agency Fund; distributions support operations of the Senior Center, which is open to all senior citizens of the Chippewa Falls area. (chippewafallsseniorcenter.com) Alice Hanson In memory of Jim Schleppenbach Chippewa Falls Museum of Industry and Technology Collections Fund Agency Fund; not open to receive additional gifts. Chippewa Falls Museum of Industry and Technology Chippewa Falls Museum of Industry and Technology Endowment Fund Agency Fund; distributions support educational services for youth and preservation of our area’s industrial and technological heritage at CFMIT. (cfmit.org) – continued on next page 21 Chippewa Falls Area Unified School District Voyager Endowment Fund Agency Fund; distributions support after school activities for students in the Chippewa Falls School District. (cfsd.chipfalls.k12.wi.us/Voyagers.cfm) In memory of James M. “Jim” Dimock Robyn Criego Dennis and Bonnie Ferstenou * Indicates funds that reached their endowed level during the 2014 – 2015 fiscal year 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 19 Erickson Park Project on GlenLoch Pass-through Fund T Tammy Loew’s parents watch her eyes has been a dream of families recognition and naming rights for light up every time they announce associated with Special Friends since specific park features. plans to go fishing. Though her the nonprofit organization began favorite fare is bullheads, she loves earmarking donations for such a catching any species that takes the project 14 years ago. That dream bait. has come closer to reality since “If anybody catches fish, she’ll catch them,” said Tammy’s mom, Donna. “She’ll catch a fish before we will.” Special Friends funded the services of Eau Claire engineering/architecture consultant Ayres Associates to design a site concept. The animated model The chance to fish someday from an of Erickson Park can be viewed at accessible pier at Glen Loch Lake has youtube.com/watch?v=_rWAIVcrjL0. driven Tammy, who uses a wheelchair, to overflow her piggy bank with coins to donate to the Erickson Park Project on Glen Loch, a pass-through fund that Special Friends Inc. established with the Community Foundation of Chippewa County. A Chippewa Falls park and pier that Another significant step has been the involvement of a six-person steering committee, co-chaired by Kyle Darley of W.S. Darley & Co. and Nick Schafer of Gordy’s Market, which is raising funds to finance the highly anticipated $894,000 park project. Funding levels have been established for donor would be accessible to all populations 20 | Community Foundation of Chippewa County The park would be accessed off Highway 124 via Ashley Lane (between Ojibwa Golf Course and 1st Avenue), a path that’s easy to miss. After bouncing along the rutted dirtand-gravel road, drivers now reach a heavily overgrown area that blocks access to the water and prevents even a glimpse of Glen Loch Dam, though adventurous kids and teens find ways to reach it. Darley remembers climbing the fence himself as a kid to fish with friends. When his mom recently mentioned that community members were gearing up to develop the park, he got on board to make the area safe and accessible to all who wish to cast their lines there. | 2014 – 2015 Annual Report “The opportunity to give someone else Elderly people with mobility challenges the experience of fishing and giving will be able to navigate the terrain. back to the community is something Veterans will have a place to unwind. I like to do,” co-chair Darley said. “So “Maybe it allows them to de-stress, or many user groups are going to have maybe if they have lost a limb, they capabilities: The kid who doesn’t have will still have the opportunity to do a boat will have a nice dock to fish what they always did when they were from, someone who has challenges home,” Darley said. getting to the water will be able to Currently, groups seeking accessible cruise right down, or a group like the Y can teach people to fish there.” Picture a four-acre park with an accessible fishing pier for large groups; a smaller pier for individuals, areas must venture to fishing spots Because of her love of fishing, Tammy Loew (right) presented project co-chairs Nick Schafer (left), of Gordy's Market, and Kyle Darley (center), of W.S. Darley & Co., with $1,000 for the Erickson Park Project. boardwalk; a handicapped accessible canoe and kayak launch with a Bay in Eau Claire. Special Friends takes groups of 40 to 50 excited anglers on such excursions. Other backers of the park project transfer bench and rails; a viewing One thing we’ve heard area overlooking the dam; a grassy from individuals is they pavilions; restrooms; and parking Holcombe, Colfax, Bloomer or Braun’s “ families and small groups; a shoreline play area; concrete walkways; several well beyond Chippewa Falls, such as include the Veterans Home, YMCA, Boys and Girls Club, United Cerebral don’t want a place that’s Palsy, Senior Center, and a multitude of other community members. stalls suitable for cars, boat trailers, only for them; they and buses. Tammy, who has Down’s Syndrome, want a place where has fished since she was 7. She baits “The Erickson Park Project is everyone is able to her own hook, casts her line, and important to me because I would come and gather and really enjoy having a place locally removes fish from the hook. “She’s pretty independent when she fishes,” where I can easily go fishing and not feel isolated or catch fish,” co-chair Schafer said. “I segregated. They want really enjoy fishing from a pier in my They’ve cut down on family fishing other people to be there trips ever since a friend who lived in trying to go out in a boat. We also feel to share good times with Chetek passed away. The welcoming there is a need in the community for them. wheelchair, as it is much easier than an easy place to go fishing, whether someone is physically challenged or is simply looking for a place to fish.” The park’s layout has been designed to help create access for all. Schafer Donna said. " caught her beloved bullheads. Now they have to travel farther for a suitable spot. Nick Schafer Committee Co-chair, Erickson Park Project “It’s hard for us to get some good quality fishing time. Once the park is built, she’ll have access to fishing, has provided insight on accessibility from a wheelchair user’s perspective. woman had a dock where Tammy there’ll be a bathroom, and there’ll Families and groups of all ages can be a place for her to sit, like a picnic When meeting with potential user visit the park together. Some may table.” groups, it quickly became clear to want to fish, while others might prefer Darley that an accessible park was to picnic, canoe, or simply relax and needed. enjoy the view of the dam and cliffs. ● “One thing we’ve heard is they don’t want a place that’s only for them; they want a place where everyone is able to come and gather and not feel isolated or segregated. They want other people to be there to share good times with them.” 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 21 CURRENT FUNDS [ AGENC Y FUNDS ] Chippewa Valley Cultural Association Endowment Fund *Northern Wisconsin State Fair Endowment Fund Chippewa Falls Parks, Recreation and Forestry Endowment Fund Agency Fund; distributions support operations and programs at the Heyde Center for the Arts, which serves all ages and the entire Chippewa Valley. (cvca.net) Agency Fund; grants used for the benefit of the fairgrounds and its facilities. Chippewa Valley Cultural Association, Inc. Fantastic Sams Patti and Jeff Darley Larry and Dianne Marquardt In memory of Leonard Peck Chippewa Youth HockeyAssociation Kids On Ice Endowment Fund Alice Marshall continued Agency Fund; distributions support parks and recreation facilities and programs in Chippewa Falls that are open and available for enjoyment by the public. Donors may direct their gifts to be used as follows: Unrestricted, Irvine Park, Casper Park, Irvine Park Zoo, Marshall Park (ball diamond, swimming pool, skateboard park, community gardens), recreation programs, forestry projects, and/or neighborhood parks. (chippewafalls-wi.gov/your-government/parks- Agency Fund; distributions support the charitable purposes of the hockey association. (chippewahockey.org) Patti and Jeff Darley Family Fund recreation-forestry) Anonymous In honor of Edgar John Riley Cook Rutledge Mansion Endowment Fund Dick and Karen Hebert In memory of Pat Brady Agency Fund; distributions support operations of the Mansion. William Irvine Endowment Fund Andy and Patti Robarge Susan and Bruce Steger In memory of Margaret Kemper Chippewa Falls Public Library Endowment Fund Agency Fund; distributions support operations of the Chippewa Falls Public Library; initiated with a bequest from the estate of R. D. Marshall. (chippewafallslibrary.org) Teresa Germain Carol Grenko Chippewa River Industries Empowerment Fund Agency Fund; distributions further CRI’s mission by helping those they serve and providing a vehicle to sustain their legacy. (crind.org) Anonymous In honor of Edgar John Riley (cookrutledgemansion.com) Robert and Karen Allen Family Support Center Endowment Fund Agency Fund; distributions support prevention and intervention services in the areas of domestic abuse, sexual assault, and child abuse throughout all of Chippewa County. (familysupportcentercf.com) Teresa Germain Tom and Pam Kell; Melissa Kell and Brett Hansen and Josephine and Violet; Jeremy, Erin, William, Henry, and Thomas J. Kell In memory of LaVerne Roegge Lake Wissota State Park Endowment Fund Agency Fund; distributions support the mission and activities of Lake Wissota State Park. (dnr.wi.gov) Bill and Jan Kroll In honor of Chuck Card's 80th Birthday * Indicates funds that reached their endowed level during the 2014 – 2015 fiscal year 22 | Community Foundation of Chippewa County | 2014 – 2015 Annual Report (northernwistatefair.com) Chippewa Partners, Inc. Northern Wisconsin State Fair Association, Inc. In memory of Lois Kressin In memory of Allard Peck Larry and Dianne Marquardt Northern Wisconsin State Fair Association, Inc. Don and Mona Zutter Stanley Area Historical Society Endowment Fund Agency Fund; distributions support the operations and programs of the Stanley Area Historical Society. (sahs2013.wix.com/sahs) Stanley Area Historical Society Inc. United Way of the Greater Chippewa Valley Endowment Fund Agency Fund; distributions support the operations of United Way of the Greater Chippewa Valley. (uwgcv.org) United Way of the Greater Chippewa Valley John Wilson Music Endowment Fund Agency Fund; distributions support the purchase of band and choral music for the Cornell School District. – continued on next page 24 In Memoriam George T. Gannon George M. Corbett March 18, 1931 – February 20, 2015 April 3, 1927 – March 4, 2015 Dr. Julie C. Stafford James M. J“ im” Dimock March 14, 1931 – June 4, 2015 October 26, 1953 – June 25, 2015 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 23 CURRENT FUNDS SEEDLING FUNDS A Seedling Fund is a vehicle that allows donors (or charitable and other tax-exempt organizations) to build a named fund now, then bring it to the endowed level over time with either lifetime or estate gifts. Creating a Seedling Fund is a great alternative for donors who want to build their charitable assets over time while meeting their philanthropic goals. Beyond Boomers Class Reunion Seedling Fund Agency Fund; the parameters of this fund are to be determined. Dietmar R. Braune Seedling Fund To be determined; the family is working with the Community Foundation to establish the parameters of this fund. In loving memory of our cousin Deet Braune Christian and Marlies Bothe Damon and Jana Jones In memory of Dietmar Braune The Silver Bear Brunet Island State Park Seedling Fund Designated Fund; grants will support and enhance opportunities and programs at Brunet Island State Park. (dnr.wi.gov) Chippewa County Land Conservancy Gathering Waters Conservancy, Inc. Chippewa Falls Main Street Seedling Fund Customers of Chuck Wagon Meats and Cabin Ridge Rides Agency Fund; distributions will support operations and programs of Chippewa Falls Main Street, Inc. (chippewafallsmainst.org) Craig and Holli Sande Jack and Dorothy Christensen Family Education Seedling Fund Field of Interest Fund; grants will support a wide variety of educational efforts and programs. Chippewa County Adult and Family Literacy Seedling Fund Designated Fund; grants will be used by Literacy Volunteers – Chippewa Valley to provide services and programs supporting Chippewa County adult and family literacy. (lvcv.org) Teresa Germain 24 | Gilles memory of Patricia Birch memory of George Gannon memory of Sandra Roberts Mousel memory of Gerald Potter memory of Rosetta Walker Rick and Heather Hunt Family Seedling Fund Donor Advised Fund; grants will support nonprofit organizations that serve the Cornell community. (cityofcornell.com) Field of Interest Fund; grants will support extracurricular, academic activities/programs for grades 6 through 12; programs for victims of domestic violence, especially children; and legal assistance for the poor. Darley Family Foundation Seedling Fund Nancy and Lee Marek Unrestricted; funds will be used for grant-making at the discretion of the Foundation’s Board of Directors. Living Land Seedling Fund Cornell Community Seedling Fund The Darley Family Lloyd and Arnetta Eckes Family Seedling Fund Designated Fund; grants will support Irvine Park. Initiated in memory of all former employees of Chippewa Shoe Company (1903-1984). Jan and Jim Eslinger Seedling Fund Unrestricted; funds will be used for grant-making at the discretion of the Foundation’s Board of Directors. Jimmy and Mary Gosse Scott and Theresa Stai In memory of Ella Kate Gosse Judy In In In In In Robert “Rusty” Gilles Youth Agricultural Seedling Fund Field of Interest Fund; grants will support scholarships or grant awards to allow youth/young adults, between the ages of 17-25, to attend or participate in agricultural-related conferences, seminars or training opportunities such as national/ international judging competitions, agricultural leadership conferences, agricultural conferences, seminars, meatcutting/sausage-making seminars, wood lot management, and auctioneer school. Community Foundation of Chippewa County | 2014 – 2015 Annual Report Donor Advised Fund; grants will support efforts to preserve land and natural areas in Chippewa County as recommended by fund advisors. Staff of Chippewa County Department of Land Conservation and Forest Management In memory of Robert (Bob) L. Crane In memory of Thomas J. Goettl Joe Placek and Sandy Shaurette-Placek In memory of William "Buzz" Loiselle, Jr. Richard B. Smith and Patricia J. McKearn In memory of Margaret Kemper Staff of Chippewa County Department of Land Conservation and Forest Management Jim and Jane Jensen Kathy Lembezeder and Dan Masterpole McDowell Economic Development Seedling Fund Donor Advised Fund; grants will support organizations recommended by fund advisors. Chippewa County Economic Development Corporation – continued on next page CURRENT FUNDS continued [ SEEDLING FUNDS ] Dennis and Carole Mickesh Seedling Fund To be determined; the family is working with the Community Foundation to establish parameters of this fund. Vance L. and Martha Q. Sinclair Family Seedling Fund Field of Interest Fund; grants will support arts and cultural endeavors throughout Chippewa County. Mary Beth and Dave Spooner Seedling Fund Designated Fund; grants will support organizations of donor’s choice. Jodie Mueller Seedling Fund Donor Advised Fund; grants will support organizations recommended by fund advisors. James and Lisa Hable Lynda LaCasse and Charter Bank Trent Mueller Ricky and Linda Roycraft The Wilhelm Family In memory of Jodie Mueller Ann Marie Duquette Anthony Mueller Ricky and Linda Roycraft Operation Backpack and Endangered Children Seedling Fund Field of Interest Fund; grants will be used by Chippewa County authorities to purchase items to hand out to children who are taken from their homes during emergency time of removal. Karen Hayhoe - Operation Backpack Stafford Family Seedling Fund Unrestricted; funds will be used for grant-making at the discretion of the Foundation’s Board of Directors. In memory of Dr. Julie C. Stafford David and Gail Barnes Elisabeth Barnes Robert and Lois Bodeau Lloyd and Fern Brunstad Jeffery and Deborah Buckli Kathy Cernohous and Don Hauser Dr. Thomas and Mrs. Nancy Chisholm Paul and Wynne Cook Ruth Jean Crane Steve and Debra Cray Nancy Decker Democratic Party of Chippewa County Kris Dimock Lea Dirks David Frasch and Evalyn Wiley-Frasch Kevin and Candy Geissler Ruth Anne Gilbertson and John Lauson Timothy and Vicki Gjovik Dave and Ann Gordon Bruce and Glenna Hayhoe Edward and Kathy Meade Hebert Terence and Laurie Hedrington Francis and Faye Hilgart Jim and Melinda (Haun) Hohncke E. Robert and Ruth Kein Mary Kliner Ken and Diane Koss Charles Larson Jake and Peg Leinenkugel Lou Ann Loomis Kristi Lund Conrad and Judy Mazur Bill and Kathy Mehls Barbara Meredith Monday Night Spiritual Group Carmen and Gene Mower Mark and Marci Myrman Jerry and Janet Naiberg Charles Norseng Northwestern Bank John and Diane Plantz Joyce Pugh Barbara Ray Steven and Judith Reinhart Donald Roberts Edward & Hannah M. Rutledge Charities Laurel Sazama Thomas and Mary Sazama James and Wendy Severson Larry and Dana Sommerfeld LaVern and June Steinke Sheila and Bill Volker Barb and Karl Wise Jim and Arlene Wright – continued on page 26 PHOTO COURTESY OF THE HEYDE CENTER FOR THE ARTS Grant Awards Boy Scouts of America, Inc., Chippewa Valley Council Summer Camp Experience for After-School Cub Scouting 2014 – 2015 Annual Report Chippewa Valley Community Chorus Healing Harmonies Concert | Community Foundation of Chippewa County | 25 CURRENT FUNDS continued [ SEEDLING FUNDS ] Stanley Community Seedling Fund Donor Advised Fund; grants will support nonprofit organizations that serve the Stanley community. (stanleywisconsin.us) American Realty Partner – Paul and Mayda Smith Fred Evans James and Sheryl Jones Marvin and Rita Tanzer Family Seedling Fund Jerry and Carol Way Seedling Fund Designated Fund; grants will support organizations of donor’s choice. To be determined; established with donations from the community in honor of Jerry and Carol’s many years of service, the Ways are working with the Community Foundation to establish the parameters of this fund. Rita Tanzer Sheila and Bill Volker Irvine Park Seedling Fund Designated Fund; grants will be used for improvements, not for general operations and upkeep, at Irvine Park. Sheila and Bill Volker Lube Suppliers LLC Martino's Benjamin Ogle Agency – American Family Insurance Adam Smit Investment Management LLC Stanley Business Association Stanley Dental Clinic Sheila and Bill Volker Unrestricted Seedling Fund Unrestricted; funds will be used for grant-making at the discretion of the Foundation’s Board of Directors. Sheila and Bill Volker Stanley Lions Club CURRENT FUNDS PASS-THROUGH FUNDS Pass-through Funds are nonendowed funds that are established, usually for a short term, to receive gifts to be used for a specific purpose. Bloomer School District Scholarship Pass-through Funds Kelly Hartman Memorial Scholarship Fund Grants support students from the Bloomer School District. For application information contact the School District. La Societe des 40 Hommes et 8 Chevaux Scholarship Fund (bloomer.k12.wi.us) Masonic Lodge Scholarship Fund Wisconsin Mason Association - Lodge #281 Bloomer Athletic Complex Development Pass-through Fund G. E. Bleskacek Foundation Scholarship Fund Grants will be used for the construction, maintenance, continuation and improvement of the Bloomer Athletic Complex. (bloomer.k12.wi.us) Bloomer Chiropractic Excellence in Music Award Scholarship Fund Bloomer Chiropractic Office Inc./ Dr. John Rutsch B&B Electric, Inc. Bloomer H&R Block Scholarship Fund Bloomer Plastics Inc. Bloomer Retired Teacher Scholarship Fund Mayo Clinic Health System Chippewa Valley Scholar Athlete Scholarship Fund Blue Diamond Family Dental, S.C. Clear View Auto Glass Inc. Bloomer School Administrators Scholarship Fund Susan Skroch Mohr Memorial Scholarship Fund Reginald and Vicki Holliday Class of 1957 Scholarship Fund Herbert H. Kohl Charities Donald Faschingbauer Memorial Scholarship Fund John Olson Memorial Scholarship Fund Chad Olson Joseph and Heather Olson Paulsen Plumbing Inc. Perfection Paving Company Processed Metals Innovators LLC Geissler Plumbing Scholarship Fund Good Citizen Scholarship Fund Anonymous Mayo Clinic Health System Chippewa Valley: Foundation for Medical Education & Research Scholarship Fund Mayo Clinic Health System - Chippewa Valley Mike Pecha Memorial Scholarship Fund Mary Pecha – continued on next page 26 | Community Foundation of Chippewa County | 2014 – 2015 Annual Report CURRENT FUNDS continued [ PASS-THROUGH FUNDS ] Russell Plummer and Chip Rands Memorial Scholarship Fund Dick Revoir Memorial Scholarship Fund Shirley Revoir Roots of Humanity Scholarship Fund Tom and Stefanie Purdie Henry Ruff Insurance Memorial Scholarship Fund Ruff Insurance Agency Melissa Schmidt Memorial Scholarship Fund William and Eileen Scritsmier Scholarship Fund William Scritsmier Canfield Educational and Artifacts Fund Chippewa Youth Hockey Association Pass-through Fund Funds are restricted for use to build an education/museum building in Irvine Park to preserve the County’s heritage. Funds are restricted for use for debt reduction and capital expenditures for the hockey association. (chippewahockey.org) Chippewa Falls Lions Club Administrative Pass-through Fund Community Foundation Board Grant Fund Funds are restricted for use by the Chippewa Falls Lions Club. For grant-making at the discretion of the Foundation’s Board of Directors. (e-clubhouse.org/sites/chippewafalls) BMO Harris Bank N.A. Advantage Door Company LLC Steve and Lauree Pregent B. A. Mason Trust Paul and Catherine Salm Mark Buckli Cray Inc. Confluence Arts Center Fund Jeff Flaig Insurance Agency Inc./ State Farm Insurance Darrell Reed All donors who contributed and/ or pledged to the Confluence Project will be recognized by the Confluence Campaign Committee. Those listed below contributed/pledged to the project through the Community Foundation of Chippewa County. (communityfortheconfluence.org) Frank and Linda Rushmann Jackie and Jim Bernier Gordy and Donna Schafer In memory of Gary Gaier Jerry and Mary Kuehl Frank & Elizabeth Siverling Memorial Huffcutt Concrete, Inc. Technical College Scholarship Fund Mike and Julie Leisz Frank & Elizabeth Siverling Memorial University Scholarship Fund Jim and Claran Ramsdell Twelve to Life Scholarship Fund WhiteTails Unlimited Scholarship Fund Chippewa Valley Chapter WhiteTails Unlimited Senn Blacktop, Inc. Bloomer Woman’s Club Mini-Grant Fund – continued on page 28 Thaler Oil Company, Inc. TTM Technologies Provides grants at the discretion of the Bloomer Woman’s Club. Grant Awards St. Paul's Catholic School (school mini-grant) "Get Excited About Science" Northern Wisconsin State Fair Fairgrounds Tree Replacement 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 27 CURRENT FUNDS continued [ PASS-THROUGH FUNDS ] Cornell Stacker Pass-through Fund Funds are restricted for use for the painting and refurbishing of the pulp wood stacker in Mill Yard Park. Little Lake Wissota Stewardship Project Pass-through Fund Barbara Meredith In memory of Bob Meredith Funds are restricted for use to improve the water quality of Little Lake Wissota. (co. Claudia Mielke chippewa.wi.us/government/land-conservationforest-management/land-water-conservation/ Bob and Julie Mitchell water-conservation-ground-water-management/ Catherine Murphy little-lake-wissota-stewardship-proj) Cornell Area Betterment Association The grandchildren and their families of Helmer Andersen In memory of Helmer Andersen Cornell Class of 1964 Nolan and Nicki Andersen Northwestern Bank John Baumgartner (cityofcornell.com/stacker.html) Doris Blake Erickson Park Project on Glen Loch Pass-through Fund Funds are restricted for use to build a special park to accommodate community members of all abilities, who wish to fish from the shore. Jeffrey and Ginger Waegli Lake Holcombe Area PRIDE Committee Pass-through Fund Funds are restricted for critically needed repairs and the replacement of items at the Lake Holcombe School. (lakeholcombe.k12.wi.us/pride.html) Denis and Gayle Kirkman In memory of John Schomisch Michael and Patricia Klich The Casper Foundation Jerry and Sue Cherrier Diane Christopherson In honor of great tasting Leinenkugel beer Donald and Nora Collins Christopher and PattiAnn Curtin Patti and Jeff Darley Patti and Jeff Darley In memory of Dr. Robert Ippel Daryl and Harriet Dehnke Lea Dirks In memory of Dick Clark Fund Raiser Contributors Mega Raffle Springs Sports Show Thomas and Shirley Hahn Irvine Park Pass-through Fund (Capital Campaign) Susan Hofkes In memory of Tom Hofkes All donors who contributed and/ or pledged to the Irvine Park Capital Campaign will be recognized by the City of Chippewa Falls Parks, Recreation and Forestry Department. Those listed below contributed/pledged to the campaign through the Community Foundation of Chippewa County. Theodore and Darlene Joas Tony and Nancy Schuster Jim and Mary Flanagan In memory of W.D. "Don" Flanagan Steve Henry Scott and Ann Hoffmann Scott and Debra Knight In memory of Gloria and Ron Knight | Ronald and Donna Kuhnen Jacob Leinenkugel Brewing Company Lake Wissota Improvement and Protection Association Jake and Peg Leinenkugel Dan and Lee McCabe Community Foundation of Chippewa County | Lee Rusch In memory of Mary Jo Rusch David and Claudette Schaus Lisa Schuetz and Brenda Buss Steven and Nina Toutant In honor of Steve and Nona Toutant William Walter M.D. In memory of Edgar and Amelia Walter Craig and Donna Webb Eric Wright Northwestern Bank School Mini-Grant Fund Provides small grants to schools throughout Chippewa County that allow students to engage in motivational, innovative or service-learning activities. Northwestern Bank Melissa Olson In memory of James M. “Jim” Dimock F. & E. Siverling Memorial Tutor Program Fund Funds are restricted per school year with the provision that such funds be utilized by the Bloomer School District for licensed teachers to tutor students outside of the school day in the areas of reading, writing, and mathematics. Soo Park Development Fund Linda Krueger Patrick McCabe 28 Daniel Roseman John and Ann Timmerman JoAnn Buell Blanche Dobson Norm and Mary Ellen Keller Robert and Amy Perlberg Susan Singerhouse Patricia Boyd Doris Wagner In memory of Richard, Florella and Carl Wagner Patti and Jeff Darley Craig and Nancy Miller 2014 – 2015 Annual Report Funds are restricted for use for projects, development and improvements for the Soo Park in Stanley, WI. Grants & Distributions JULY 1, 2014 THROUGH JUNE 30, 2015 Each year, the Community Foundation awards and distributes funds to community organizations and programs that are making a difference and enhancing the quality of life for residents of Chippewa County. GRANTS & DISTRIBUTIONS Patti and Jeff Darley Family Endowment Fund DESIGNATED FUNDS Bob and Lea Dirks Coast to Coast Hardware Store Endowment Fund Fund holders are able to permanently support the work of specific nonprofit organizations or charitable causes that are important to them. Earnings from the following Designated Funds have been earmarked for one or more nonprofit organizations and programs serving Chippewa County. George and Jacquie Gannon Family Endowment Fund Bloomer School District Endowed Scholarship Funds: RM Dewitt Memorial Scholarship Fund Alice M. Hanson Memorial Scholarship Fund Sloane J. Brehmer Endowment Fund Rolf Chance Memorial Endowment Fund Chippewa Moraine Ice Age Reserve Endowment Fund Howard L. and Joanne M. Olson Family Endowment Fund Les and Marilyn Harrison Family Endowment Fund Swanson Endowment Fund for Staff Development Ray and Lilene Helgerson Educational Endowment Fund James and Amelia Hopkins – Masonic Lodge F. & A.M. No. 176 Educational Fund Bejin Family Endowment Fund Irma M. and Vincent E. Miller Endowment Fund John R. and Ellen A. O'Neil Endowment Fund Barbara F. Harper Endowment Fund Dolores Barnier Education Fund Lake Wissota Improvement and Protection Endowment Fund William Irvine Endowment Fund Joseph W. Joas Designated Endowment Fund Doris Vennard Nursing Endowment Fund Sheila and Bill Volker City of Chippewa Falls Police, Fire and Emergency Services Endowment Fund Welcome to Chippewa Falls U.S. Flag Endowment Fund Kiwanis Club of Chippewa Falls Peggy Rathbun Memorial Endowment Fund Early Riser Kiwanis Endowment for Hunger Fund Wisconsin Tree Identification Fund – continued on page 30 Grant Awards Chippewa County Humane Association, Inc. Mold Eradication Project Chippewa Falls Area Unified School District Circle of Friends – Buddy Bench Project, Parkview Elementary 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 29 GRANTS & DISTRIBUTIONS continued [ DESIGNATED FUNDS ] Various post-secondary educational institutions for the benefit of Bloomer High School graduates The following organizations benefited from Designated Funds: Cadott Area Historical Society Inc. Chippewa County Historical Society, Inc. Chippewa County Humane Association, Inc. (3) Wisconsin Department of Natural Resources Chippewa Falls Area Senior Center, Inc. Various post-secondary educational institutions for the benefit of Chippewa County high school graduates Various post-secondary educational institutions for the benefit of Chippewa County high school graduates pursuing an undergraduate degree in the school of nursing Chippewa Falls Area Unified School District Chippewa Falls Area Unified School District Foundation (3) Chippewa Falls Fire and Emergency Services Chippewa Falls Main Street, Inc. (2) Chippewa Falls Masonic Lodge No. 176 (2) Chippewa Falls Parks, Recreation and Forestry Department (7) Chippewa Falls Police Department Chippewa Falls Youth Baseball Chippewa Partners, Inc. Chippewa Valley Cultural Association, Inc. (3) Chippewa Youth Hockey Association Chippewa Youth Hockey Association Kids On Ice Fund Community Foundation of Chippewa County Operating Fund Family Support Center, Inc. (2) First Presbyterian Church of Chippewa Falls (2) Holy Ghost Parish HSHS St. Joseph's Foundation Noon Kiwanis Club of Chippewa Falls, Inc. Lake Wissota Improvement and Protection Association GRANTS & DISTRIBUTIONS DONOR ADVISED FUNDS As fund advisors, fund holders are actively involved in providing annual grant recommendations for consideration by the Foundation’s Board of Directors. Earnings from the following Donor Advised Funds provided support to nonprofit organizations and programs serving the Chippewa County area. Dennis and Jeanne Boisvert Family Endowment Fund Callahan Family Endowment Fund Chippewa County Agricultural Advancement Fund Greenhalgh Memorial Music Endowment Fund John and Mary Hofkes Family Endowment Fund Donna and Bob Hogseth Family Falls Youth Endowment Fund Dan and Linda Hunt Family Endowment Fund Iron Will Endowment Fund Kiefer Family Fund Jake and Peggy Leinenkugel Family Endowment Fund The Open Door Clinic, Inc. John A. and Jane E. Mason Lubs Family Fund Otter Lake Booster Club Frank Schlick Memorial Endowment Fund St. Charles Borromeo Catholic Church (2) Jason S. Zunker Memorial Endowment Fund | Chippewa Area Mentor Program Chippewa County Extension Office 4-H Chippewa County Humane Association, Inc. Chippewa Falls Area Unified School District (2) Chippewa Falls Museum of Industry and Technology Chippewa Falls Parks, Recreation and Forestry Department (3) Chippewa Health Improvement Partnership (CHIP) Chippewa Valley Family YMCA, Inc. Chippewa Youth Hockey Association The Emily Program Foundation Family Support Center, Inc. (3) HSHS St. Joseph's Hospital Lake Holcombe Schools (5) Maple School District Marshfield Clinic – Chippewa Center Northern Wisconsin State Fair Association, Inc. Bill and Mary Lou Leinenkugel Endowment Fund 30 Boys & Girls Clubs of the Greater Chippewa Valley, Inc. (5) Pat and Gary Gray Family Endowment Fund Legacy Community Center Notre Dame Parish Boy Scouts of America, Inc., Chippewa Valley Council – Troop #72 McDonell Area Catholic Schools Koehn Family Endowment Fund McDonell High School Foundation (3) Bob's House for Dogs Gienapp Family Endowment Fund Landmark Christian Church McDonell Area Catholic Schools (2) The following organizations benefited from Donor Advised Funds: Community Foundation of Chippewa County | 2014 – 2015 Annual Report The Open Door Clinic, Inc. Saint Thomas Academy St. Jude's Children's Research Hospital GRANTS & DISTRIBUTIONS FIELD OF INTEREST FUNDS St. Vincent de Paul Service Endowment Fund Dr. Mahmoud Taman Endowment Fund The WANE Fire Safety and Prevention Endowment Fund Chippewa Valley Community Chorus – Healing Harmonies Concert Fund holders are able to address the needs of the community and identify their particular personal interests when establishing a fund. Earnings from Field of Interest funds provided support to the following nonprofit organizations and programs serving Chippewa County. Warren and Virginia Wermund Endowment Fund Luke Bathke Special Education Endowment Fund Boy Scouts of America, Inc., Chippewa Valley Council – Summer Camp Experience for After-School Cub Scouting Fred R. Bowe Memorial Fund Dr. Bertha M. Bresina Endowment Fund Dennis and Bonnie Ferstenou Family Endowment Fund Heyde Health System Fund Roland and Helen Irwin Endowment Fund Gerald H. and Ann C. Jacobson Fund Mary and Jerry Jacobson Family Fund Russ and Gloria Kazda Endowment Fund Carey B. Kell Endowment Fund Chet and Irene Lindsey Endowment Fund Chippewa Valley Cultural Association, Inc. – Chicago Boyz (2) The Youth of Lake Holcombe Endowment Fund The following organizations benefited from Field of Interest Funds: Bloomer Area Food Pantry, Inc. – Tote Bags Boys & Girls Clubs of the Greater Chippewa Valley, Inc. – Digital Arts Program (2) Boys & Girls Clubs of the Greater Chippewa Valley, Inc. – Healthy Meal Program, Chippewa Falls Center Chippewa County Humane Association, Inc. – Mold Eradication Project Chippewa County Department of Land Conservation & Forest Management – Little Lake Wissota Stewardship Project (2) Chippewa Falls Area Unified School District – Job Olympics Edwin and Evelyn Nyhus Centennial Fund Chippewa Falls Fire and Emergency Services – Purchase of two CO2 monitors to be used for carbon monoxide poisoning prevention Patricia Quigley-Anderson Endowment Fund Chippewa Falls Parks, Recreation and Forestry Department – Flowers in Irvine Park Harold D. "Mac" McDonald Endowment Fund Chippewa Health Improvement Partnership – Suicide Prevention: Question, Persuade and Refer (QPR) Program (2) Chippewa Valley Cultural Association, Inc. – Sound Board Digital Upgrade Chippewa Valley Family YMCA, Inc. – Youth Room Renovation (2) Communities United in Education, Inc. – Project S.O.A.R. (2) Department of Natural Resources – David R. Obey Ice Age Interpretive Center Display & Signs (2) L.E. Phillips Career Development Center, Inc. – Community Connect Event Meals L.E. Phillips Career Development Center, Inc. – Hygiene Kits (2) Lake Holcombe Girl Scouts Troop #3060 (Girl Scouts of the Northwestern Great Lakes, Inc.) – Summer Camp Assistance Northern Wisconsin State Fair Association, Inc. – Fairgrounds Tree Replacement (2) St. Peter's Catholic School – Tuition Assistance Stanley Area Food Pantry, Inc. – Stanley Weekend Kid’s Meal Program – continued on page 32 Sandra and Roger Robarge Family Endowment Fund Grant Awards Stanley-Boyd School District PBIS – Positive Behavior Intervention and Supports Educational Trips to College Campuses 2014 – 2015 Annual Report David R. Obey Ice Age Interpretive Center Interpretive Center Display and Signs (Ice Age Trail) | Community Foundation of Chippewa County | 31 GRANTS & DISTRIBUTIONS UNRESTRICTED FUNDS Fund holders are able to maximize the impact on current community needs with an Unrestricted Fund. Earnings from the following Unrestricted Funds provided support to nonprofit organizations and programs serving Chippewa County. Community Foundation Board Grant Fund Community Foundation Endowment Fund Custer Family Endowment Fund J. Murray and Crystal Gordon Endowment Fund Joseph W. Joas Unrestricted Endowment Fund Gerald and Elaine Mann Endowment Fund Mildred "Penny" C. Mars Memorial Endowment Fund Carmen and Gene Mower Family Endowment Fund Marcus Myrman and Marcene O'BrienMyrman Family Endowment Fund The following organizations benefited from Unrestricted Funds: Bloomer Area Aquatic and Recreation Center, Inc. – Pool Scholarships Bloomer Area Food Pantry, Inc. – Tote Bags Bloomer Community Clothes Closet, Inc. – Building Improvements Boys & Girls Clubs of the Greater Chippewa Valley, Inc. – Digital Arts Program Chippewa Falls Area Unified School District – Job Olympics Chippewa Valley Cultural Association, Inc. – Sound Board Digital Upgrade Chippewa Valley Free Clinic, Inc. – Comprehensive Health Services for Low Income and Impoverished Chippewa County Adults Communities United in Education, Inc. – Project S.O.A.R. English Lutheran Church of Bateman – Pantry Pals Meal Program Literacy Volunteers, Chippewa Valley – Pilot iPad Loaner Program (3) The Open Door Clinic, Inc. – Patient Education and Medication St. Peter's Catholic School – Madison Travel Experience St. Peter's Catholic School – Novel Units for Middle School (2) St. Peter's Catholic School – Tuition Assistance Stanley Area Food Pantry, Inc. – Stanley Weekend Kid’s Meal Program (3) Stanley-Boyd Area Schools – Positive Behavior Interventions and Supports (PBIS) Behavior Incentive Field Trips GRANTS & DISTRIBUTIONS SPECIAL ONE-TIME GRANTS Feed My People, Inc. – Chippewa County Fresh Food Program (5) Edwin and Evelyn Nyhus Centennial Pass-through Fund Boys & Girls Clubs of the Greater Chippewa Valley, Inc. – Healthy Meals Program, Chippewa Falls Center HSHS St. Joseph's Hospital – Adaptive Tricycle Program Chippewa County Humane Association, Inc. – Mold Eradication Project L.E. Phillips Career Development Center, Inc. – Hygiene Kits Northern Wisconsin State Fair Association, Inc. – Fairgrounds Tree Replacement Project Family Support Center, Inc. – River Source Family Center’s Play and Learn Sessions Lake Holcombe Girl Scouts Troop #3060 (Girl Scouts of the Northwestern Great Lakes, Inc.) – Summer Camp Assistance Grant Awards Stanley-Boyd School District (school mini grant) Strengthening Families Program – Family Gift Bags 32 | Community Foundation of Chippewa County | Cornell Elementary School (school mini grant) Brain Injury Prevention Week 2014 – 2015 Annual Report GRANTS & DISTRIBUTIONS AGENCY FUNDS Nonprofit agencies and organizations establish endowment funds with the Foundation to provide regular income and serve the purposes of that organization in perpetuity. Earnings are used to provide an ongoing source of revenue for the organization. ALS Support Group of NW Wisconsin Fund Caring for Forest Hill Cemetery Fund Chippewa Area Mentor Program Endowment Fund Chippewa Area Mentor Program Scholarship Fund Chippewa County Historical Society Endowment Fund Chippewa County Humane Association Endowment Fund Chippewa Falls Area Unified School District Voyager Endowment Fund Chippewa Falls High School Athletics and Activities Endowment Fund Chippewa Falls High School Cardinal Endowment Fund Chippewa Falls Museum of Industry and Technology Collections Fund Chippewa Falls Parks, Recreation and Forestry Endowment Fund Chippewa Falls Public Library Endowment Fund Chippewa Valley Cultural Association Endowment Fund Chippewa Youth Hockey Association Kids On Ice Endowment Fund Family Support Center Endowment Fund Stanley Area Historical Society Endowment Fund GRANTS & DISTRIBUTIONS PASS-THROUGH FUNDS Chippewa Falls Lions Club Administrative Pass-through Fund Chippewa Falls Lions Club Lake Holcombe Area PRIDE Committee Pass-through Fund Lake Holcombe Schools Establishing a non-endowed project fund is a convenient way for organizations to collect money for a specific project or program that is to be completed within a defined time period. It is also a way to assure donors that their tax-deductible gifts are used exclusively for the project they wish to support. The Community Foundation of Chippewa County is providing administrative support to the following organizations and projects. Bloomer Area Food Pantry Pass-through Fund Bloomer Area Food Pantry, Inc. Little Lake Wissota Stewardship Project Pass-through Fund Chippewa County Department of Land Conservation & Forest Management Northern Wisconsin State Fair Pass-through Fund Northern Wisconsin State Fair Association, Inc. Northwestern Bank School Mini-Grant Fund Chippewa Falls Middle School – Family Service Night Cornell Elementary School – Brain Injury Prevention Week Bloomer Athletic Complex Development Pass-through Fund Bloomer School District Halmstad Elementary School – “I Gotta Move and Groove” Bloomer Woman's Club Mini-Grant Fund Bloomer School District Bloomer School District Scholarship Pass-through Funds Bloomer Chiropractic Excellence in Music Award Scholarship Fund Holy Ghost Elementary School – Wisconsin Citizenship Jim Falls Elementary School – Pedometers and Moving Kids Lake Holcombe Schools – Trails End Camp Trip Good Citizen Scholarship Fund Masonic Lodge Scholarship Fund Lake Holcombe Schools – SQAIRS for Innovative Fitness Mayo Clinic Health System Chippewa Valley: Foundation for Medical Education & Research Scholarship Fund Parkview Elementary School – Circle of Friends “Buddy Benches” John Olson Memorial Scholarship Fund St. Paul's Catholic School – “Get Excited About Science” Mike Pecha Memorial Scholarship Fund Dick Revoir Memorial Scholarship Fund Roots of Humanity Scholarship Fund Henry Ruff Insurance Memorial Scholarship Fund Melissa Schmidt Memorial Scholarship Fund St. Paul's Catholic School – Tied to Helping St. Peter's Catholic School – Novel Units for Middle School Stanley-Boyd School District – Positive Behavior Interventions and Supports (PBIS)/Oriole Expressmart Stanley-Boyd School District – Strengthening Families Program United Way of the Greater Chippewa Valley Endowment Fund William and Eileen Scritsmier Scholarship Fund John Wilson Music Endowment Fund Frank & Elizabeth Siverling Memorial Technical College Scholarship Fund Frank and Elizabeth Siverling Memorial Tutor Program Fund Bloomer School District Frank & Elizabeth Siverling Memorial University Scholarship Fund WhiteTails Unlimited Scholarship Fund 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 33 Societies A GROWING FOUNDATION Individuals, families, businesses and organizations dedicated to the longterm viability of our area have made a substantial commitment to the Community Foundation and the causes they care about. Through their generosity and commitment, members of the Founders and Heritage Societies exemplify a philanthropic spirit of giving that will help ensure a solid future for our local communities and the Community Foundation of Chippewa County. Founders Society Individuals who generously donated or pledged to secure the Foundation’s original operating funds. PLATINUM FOUNDERS GOLD FOUNDERS SILVER FOUNDERS Dennis and Jeanne Boisvert Dennis and Bonnie Ferstenou Jackie and Jim Bernier Carol Heyde John A. and Jane Lubs Family Mary A. Blake Dennis Heyde Susan K. and Roger J. Tietz Chippewa Falls Lions Club Gerald H. and Mary L. Jacobson Wells Fargo Banks - Chippewa Valley Chippewa Falls Noon Kiwanis Club Kell Container Corporation Wipfli Ullrich Bertelson, LLP B. James and Kay Colbert Carey B. Kell Hugh and Marcia Crane Tom and Pam Kell James and Janice Docksey B. A. Mason Trust David and Dianne Fish Carmen and Gene Mower George and Peggy Fleming Northwestern Bank David and Evalyn Wiley Frasch Gordon and Donna Schafer Chuck and Jo Frenette Dr. Gary and Carol Gienapp Dr. Les and Marilyn Harrison Dick and Karen Hebert Bob and Donna Hogseth Family Linda and Dan Hunt Family Joseph W. Joas Rich and Sue Johnson Mike and Pat Kell C.W. and Mary Ann King Jacob Leinenkugel Brewing Company Mark and Marcie Myrman Northern Wisconsin State Fair Association, Inc. Rooney Printing Co., Inc. Rotary Club of Chippewa Falls Bert Swanson Steven M. Thaler Sheila and Bill Volker 34 | Community Foundation of Chippewa County | 2014 – 2015 Annual Report Heritage Society Individuals who have created a permanent, named fund during their lifetime or have notified us that they have made provisions for the Community Foundation of Chippewa County in their will or estate plan. Bold type indicates those being recognized for 2014-2015. Anonymous (2) George and Jacquie Gannon Tom and Pam Kell Sandra and Roger Robarge Judith and Wayne Akey Brian and Lisa Gienapp David and Ellen Kiefer Gerald Sazama William and Helen Barnes Dr. Gary and Carol Gienapp Peter and Joan Kirk Kristi Sazama The Family of Delores Barnier Theresa Gienapp Kevin and Lynda Koehn Jane and Dave Schill Charles and Vonnie Bathke Judy Gilles and Mark Gilles Jake and Peg Leinenkugel Charles and Magdalen Bejin Ann and Dave Gordon Jackie and Jim Bernier Sheldon and Ruth Gough William and Mary Lou Leinenkugel The Family of Frank “Frankie” Schlick Dennis and Jeanne Boisvert Gary and Pat Gray Del and Donna Bourget Barbara F. Harper The Family of Dietmar Braune Les and Marilyn Harrison Dr. Bertha M. Bresina Karen Hayhoe Cathy and Marc Brown Dick and Karen Hebert Tim and Betty Callahan Tom and Jean Hebert Dan Masterpole and Kathy Lembezeder Rolf N. Chance Ray Helgerson Dr. Terry and Kari McCanna Beverly Chartier Carol Heyde Jack and Dorothy Christensen Family Dennis Heyde Kathleen McLaughlin and Daryl Skobba John and Mary Hofkes Dennis and Carole Mickesh Dr. Mahmoud Taman Robert and Donna Hogseth Carmen and Gene Mower Rita Tanzer and Amanda Tanzer Peter and Sue Holm The Family of Jodie Mueller Shawn and Rebecca Thompson Estate of Gaylord Howard Mark and Marci Myrman Bill and Sheila Volker Dan and Linda Hunt Ellen O’Neil and John O’Neil Jerry and Carol Way Rick and Heather Hunt Howard and Joanne Olson James and Arlene Wright Gerald and Mary Jacobson William P. "Bill" Olson David and Patricia Jankoski Nancy and Bill Pickerign Family Joseph W. Joas John Quigley Russ and Gloria Kazda Tom and Jaci Quigley Carey B. Kell Dave and Rita Raihle Ken and Debi Custer The Darley Family Patti and Jeff Darley Dwight and Linda Davis Bob and Lea Dirks Lloyd and Arnetta Eckes Jan Eslinger Dennis and Bonnie Ferstenou George and Peggy Fleming David and Evalyn Wiley Frasch Georgiann Scritsmier Joanne and Gary Leonard Darrin and Kim Senn John A. Lubs Greg Senn Tim and Megan MacLaughlin-Barck Kris and Richard Simonson Martha Sinclair Elaine Mann 2014 – 2015 Annual Report | Mary Beth and Dave Spooner Rev. Scott A. and Theresa Stai Dr. Julie C. Stafford Rich and Jan Stevens Bert Swanson Community Foundation of Chippewa County | 35 Ways toGive OUTRIGHT GIFT The Community Foundation of Chippewa County provides a simple, effective, and highly You can make a gift of cash, stocks, bonds, real estate, or other assets to the Community Foundation of Chippewa County. Your charitable gift qualifies for tax advantage under federal law. personal approach to giving. BEQUEST BY WILL We offer a variety of tools to goals. You can designate a gift or portion of your estate to the Community Foundation of Chippewa County and, in some cases, receive a substantial reduction in federal gift and estate taxes. You can make a gift of cash, CHARITABLE GIFT ANNUITY help you achieve your charitable stock, bonds, real estate, or other assets to the Foundation. Most charitable gifts qualify for maximum tax advantage under federal law. For more 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 the Community Foundation of Chippewa County and is placed into a charitable fund you have selected. You receive income tax benefits the year you establish your trust. information and ideas on ways to integrate your financial planning CHARITABLE LEAD TRUST with charitable giving, ask your You can place cash or property into a trust that pays a fixed amount to the Community Foundation of Chippewa County 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 professional advisor or contact the Community Foundation of Chippewa County. receive a substantial reduction in federal gift and estate taxes. STARTING A FUND MAKING A CONTRIBUTION The Community Foundation of Chippewa County offers a highly personal approach to giving. GIFT TO AN EXISTING FUND We will work with you, and if appropriate, your professional advisor, to customize a charitable plan that is right for you. To discuss your charitable interests and various options available through the Community Foundation of Chippewa County you may contact the Foundation office at (715) 723-8125 to schedule an appointment. 36 | Community Foundation of Chippewa County | You may designate your gift to one of our existing funds MEMORIAL OR HONORARY GIFT Gifts can be made in memory or in honor of loved ones in any of our existing categories or you may establish a named fund ONLINE GIFT Go to yourlegacyforever.org, click on DONATE NOW and make your secure credit card gift 2014 – 2015 Annual Report Board of Directors / Committees / Staff 2014 – 2015 BOARD OF DIRECTORS Linda Bergen Jeanne Boisvert Patti Darley Dave Fish Dave Jankoski Sue Kern Community Volunteer Community Volunteer Community Volunteer Community Volunteer Community Volunteer Mason Companies, Inc. Meg MacLaughlin-Barck Paul Salm Rick Schafer Tim Scobie Dean White Melinda Haun Larson Construction Co., Inc. BMO Harris Bank N.A. Gordy’s Market Mason Companies, Inc. Spectrum Industries, Inc. Executive Director Rick Schafer Sue Kern Dave Jankoski Paul Salm Melinda Haun Board Chair First Vice Chair Second Vice Chair Treasurer Secretary (Non-voting) OFFICERS 2014 – 2015 COMMITTEES EXECUTIVE COMMITTEE DEVELOPMENT COMMITTEE Joe Coughlin Rick Schafer, Board Chair Sue Kern, Chair Bill Faherty FINANCE & INVESTMENT COMMITTEE Sue Kern, First Vice Chair Meg MacLaughlin-Barck, Dave Jankoski Paul Salm, Chair Sue Kern Dennis Heyde Jeanne Boisvert Peg Leinenkugel Bob Hogseth Patti Darley Loni Meinen Dave Jankoski (non-voting) Carol Gienapp Rick Schafer Tom Kell Ken Custer, Past Board Chair Ann Gordon Darrin Senn Sue Kern Dave Jankoski Jamie Leibrandt NOMINATING & BOARD GOVERNANCE COMMITTEE Fred Kuss PUBLIC RELATIONS & Peg Leinenkugel Peg Leinenkugel Meg MacLaughlin-Barck Tim Scobie, Chair MARKETING COMMITTEE Rick Schafer Rick Schafer Sue Kern, First Vice Chair Linda Bergen, Chair Evalyn Wiley-Frasch Sue Kern Darrin Senn Dave Jankoski, Second Vice Chair Paul Salm, Treasurer Melinda Haun, Secretary Vice Chair Ken Custer, Past Chair Jenn Louviere Bill Volker Tim Scobie, Past Chair GRANTS COMMITTEE Jay Mayer, Advisor Bob Hogseth, Past Chair Kris McDonald Patti Darley, Chair Joyce Pugh Linda Bergen Dale Zwiefelhofer Jeanne Boisvert FORMER BOARD MEMBERS IN MEMORIAM Jackie Bernier Lori Geissler Peg Leinenkugel Mike Schoch Bert Swanson Dennis Boisvert Dennis Heyde John Lubs Darrin Senn Jim Colbert Bob Hogseth Steve Meinen Bill Volker STAFF Ken Custer Heather Hunt Steve Pregent Dale Zwiefelhofer Tom Drehmel Jerry Jacobson Joyce Pugh Dennis Ferstenou Tom Kell Dave Raihle, Jr. Amy Maziarka, Roz Gates Jamie Leibrandt Gordy Schafer Loni Meinen, Melinda Haun, Executive Director Christine Dusick, Holly Larson, Fund Accounting Manager* Marketing Manager** Associate Director** Office Volunteer *Financial and Fund Accounting services provided by HP&A Solutions LLP **Partial year (resigned) 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 37 Financial Statements STATEMENTS OF FINANCIAL POSITION Year end June 30, 2015 and 2014 ASSETS 2015 Cash and Cash Equivalents 2014 $266,598 $102,709 Receivables Unconditional Promises to Give 3,500 Other 9,318 Investments 3,325 12,631,713 12,427,584 26,370 21,383 Cash Surrender Value of Life Insurance Furniture and Equipment (Net) TOTAL ASSETS 45,752 6,572 8,476 $12,944,071 $12,609,229 LIABILITIES AND NET ASSETS Liabilities Accounts Payable Accrued Payroll Agency Endowment and Pass-through Funds TOTAL LIABILITIES $528 $6,006 6,059 4,658 5,983,058 5,637,502 $5,989,645 $5,648,166 Net Assets Unrestricted – Undesignated, Available for General Activities 687,842 641,724 Temporarily Restricted 806,806 1,104,590 Permanently Restricted TOTAL NET ASSETS TOTAL LIABILITIES AND NET ASSETS 5,459,778 5,214,749 $6,954,426 $6,961,063 $12,944,071 $12,609,229 CONDENSED STATEMENT OF ACTIVITIES* Year end June 30, 2015 CONTRIBUTIONS, GAINS AND OTHER SUPPORT ALL FUNDS FUNDS HELD FOR OTHERS TOTAL EXCLUDING FUNDS HELD FOR OTHERS** Contributions $1,061,758 $824,410 $237,348 Investment Income 70,754 32,172 38,582 Administrative Fee From Funds Held For Others 64,421 - 64,421 Special Events 21,378 - 21,378 TOTAL CONTRIBUTIONS, GAINS AND OTHER SUPPORT $1,218,311 $856,582 $361,729 $633,551 $448,605 $184,946 36,684 - FUNCTIONAL EXPENSES Grants and Distributions Management and General Program Services 128,393 - Administrative Fee For Funds Held For Others 62,421 62,421 - Fundraising 18,343 - 18,343 TOTAL FUNCTIONAL EXPENSES $879,392 $511,026 $368,366 FUND TRANSFERS – – CHANGE IN NET ASSETS 36,684 128,393 338,919 345,556 (6,637) NET ASSETS (Beginning of Year) $ 12,598,565 $5,637,502 $6,961,063 NET ASSETS (End of Year) $12,937,484 $5,983,058 $6,954,426 * This is a summarized financial statement presentation. Complete and audited financial statements are available upon request. Auditors: Wipfli LLP ** The activity of agency and pass-through funds held for other not-for-profit organizations are eliminated from the total statement of activities in accordance with generally accepted accounting principles. 38 | Community Foundation of Chippewa County | 2014 – 2015 Annual Report Financial Overview ASSETS UNDER MANAGEMENT $12,898,311 COMPOSITION OF ASSETS 7.07% FINANCE & TOTAL ASSETS BY YEAR INVESTMENT 01 .................................................................................................................................$25,338 COMMITTEE 02 .............................................................................................................................. $170,804 Affiliate 03 .............................................................................................................................. $737,544 33.13% Agency 04 .............................................................................................................................. $686,231 Paul Salm, Chair Dennis Heyde 27.61% Designated 05 .............................................................................................................................. $567,839 Bob Hogseth 9.92% Donor Advised 06 ...........................................................................................................................$2,221,550 Dave Jankoski 4.56% Field of Interest 07 ...........................................................................................................................$3,049,844 Tom Kell 5.26% Operating 6.12% Pass-through 10 ...........................................................................................................................$4,077,465 Jamie Leibrandt 1.31% Seedling 11 ...........................................................................................................................$5,613,912 Peg Leinenkugel 5.01% Unrestricted 12 ...........................................................................................................................$8,388,818 08 ...........................................................................................................................$3,197,762 09 ...........................................................................................................................$2,946,078 13 ........................................................................................................................ $10,051,476 $12.9M Fiscal year ends June 30. Sue Kern Meg MacLaughlin-Barck 14 ........................................................................................................................ $12,524,953 Rick Schafer 15 ........................................................................................................................ $12,898,311 Darrin Senn Bill Volker Jay Mayer, Advisor TOTAL GIFTS RECEIVED BY YEAR GIFTS RECEIVED 01 ..........................................................................................................................................$26,000 $137,086 Affiliate 02 .......................................................................................................................................$147,731 $227,933 Agency 03 .......................................................................................................................................$552,385 $39,380 Designated INVESTMENT 05 .......................................................................................................................................$152,776 MANAGER 06 ....................................................................................................................................$1,667,303 Orgel Wealth Management $70,249 Donor Advised $16,492 Field of Interest $80,571 Operating 08 ....................................................................................................................................$1,162,702 $459,391 Pass-through 09 .......................................................................................................................................$731,782 Samir Murty, CFA 10 ....................................................................................................................................$1,096,281 Managing Director, Principal $23,296 $78,355 $1.1M 04 ..........................................................................................................................................$57,782 Seedling Unrestricted $1,132,753 TOTAL 07 ....................................................................................................................................$1,207,333 11 ....................................................................................................................................$1,122,421 12 ....................................................................................................................................$3,168,678 13 ....................................................................................................................................$1,389,667 14 ....................................................................................................................................$1,735,557 Fiscal year ends June 30. 15 ....................................................................................................................................$1,132,753 NOTE: Gifts are Cash Basis INDEPENDENT AUDITOR TOTAL GRANTS AND DISTRIBUTIONS BY YEAR * GRANTS AND DISTRIBUTIONS Wipfli LLP 02 .................................................................................................................................. $1,000 03 ................................................................................................................................$32,523 04 ............................................................................................................................. $137,163 6.38% Cultural Arts 44.08% Education & Religious 05 ............................................................................................................................. $215,536 06 ................................................................................................................................$45,457 documents, conflict of interest 07 ............................................................................................................................. $578,616 policies, and the most recent 14.43% Environmental & Animal Welfare 08 ............................................................................................................................. $864,601 copies of our audited financial 20.76% Health & Human Services 09 ............................................................................................................................. $381,522 statements, IRS Form 990 and 10 ............................................................................................................................. $231,476 IRS Form 990-T. To view these 11 ............................................................................................................................. $300,294 during regular business hours, 12 ............................................................................................................................. $302,549 please contact the Foundation 14.35% Youth Activities / Recreation 13 ............................................................................................................................. $525,118 14 ............................................................................................................................. $515,519 Fiscal year ends June 30. The public may view governing office at (715) 723-8125. 15 ............................................................................................................................. $633,551 TOTAL $4,764,926 *The bar chart includes distributions from Pass-through, Agency and Rusk County. 2014 – 2015 Annual Report | Community Foundation of Chippewa County | 39 COMMUNITY FOUNDATION O F C H I P P E W A P.O. B ox 153 n C O U N T Y 404½ N. Br idge St re e t Chippewa Falls, Wisconsin 54 7 2 9 VISIT OUR WEBSITE IF YOU PREFER RECEIVING OUR MAILINGS ELECTRONICALLY PLEASE PROVIDE US WITH YOUR CONTACT INFORMATION. [email protected] n n n (715) 723-8125 n n n yourlegacyforever.org A Growing Foundation The figures to the right continue to be important benchmarks for our Community Foundation, a positive reflection on all those who have $12,898,311 ASSETS UNDER MANAGEMENT contributed to our work these past fourteen years. The true measure of the Foundation’s growth is ultimately the community benefit and impact realized through our 202 CUMULATIVE GRANTS AND DISTRIBUTIONS TOTAL FUNDS $4,764,926 [ SINCE 2001 ] individual and collective efforts. COMMUNIT Y FOUNDATION OF CHIPPE WA COUNT Y For Good. Forever. Annual Repor t design and layout by Des Sikowsk i-Nelson, RiverEdge Design Operating in compliance with the National Standards for U.S. Community Foundations