2007 Annual Report - DuPage Foundation

Transcription

Fiscal Year 2007
Annual Report
Endowing
the Future
Initiating…
Investing…
Strengthening…
Credits
Our Purpose:
Photography
To raise the quality of life throughout DuPage
County by developing and channeling
philanthropy to meet the needs of its residents.
Benedictine University
Donka, Inc.
DuPage Children’s Museum
DuPage Multi-Cultural Dance
Troupe
Ed & Jennifer Hammer courtesy
of the Conservation Foundation
Lombard/Villa Park Food Pantry
McGowan Family
Mike Kelly Photography
Neil Gates Photography
Outreach Community Ministries
People’s Resource Center
Senior Suburban Orchestra
Western DuPage Special
Recreation Association
Editor
Joanne W. Mitrenga,
Director of Development
Design
Kondziolka Takatsuki Design, Inc.
Our Outcomes:
At the close of fiscal year 2007 The DuPage
Community Foundation, $25 million strong in
assets endowed for the future, has awarded
$6.5 million in grants to 400 not-for-profit
organizations throughout DuPage County
and beyond since its inception in 1986.
These fine organizations strengthen every facet
of our Community through their combined
impact on the arts, education, environment, health,
and human services.
Table of
Contents
1 . . . . . . . .Table of Contents
2 . . . . . . . .Message from Our
Chair and President
4 . . . . . . . .Giving Through The
DuPage Community
Foundation
5 . . . . . . . .Charitable Options
That Match Your Goals
and Preferences
8 . . . . . . . .Advantages of a DonorAdvised Fund Over
a Private Foundation
10 . . . . . . .Choosing Community
Over Taxes
11 . . . . . . .A Personal Legacy of
Giving
12 . . . . . . .Legacy Society
13 . . . . . . .Charitable Funds:
Donors and Friends
18 . . . . . . .Financial Highlights
Initiating…
careful assessments,
measurable plans,
and key community
partnerships.
20 . . . . . . .Grant Summary
25 . . . . . . .Response to a
Community Need
26 . . . . . . .Scholarships: Investing
in Our Youth
27 . . . . . . .Community Partnerships
31 . . . . . . .Committees and Staff
32 . . . . . . .Board of Trustees and
Trustees Emeriti
33 . . . . . . .In Memoriam
Investing…
in programs, people,
and their financial
well being.
Strengthening…
our community,
its people,
its future generations.
Message from Our
Chair and President
Dear Friends,
Jack E. Mensching
David M. McGowan, CFRE
At the Foundation we act as a channel for you to endow the
future. A gift to a Foundation endowment fund is a gift through
the Foundation to your most valued causes and charities. Your
endowed gift makes a difference in our community during your
lifetime and, at the same time, is a gift that will last forever,
building a stronger community for future generations.
During fiscal year 2007, which ended on June 30, we welcomed several new friends
who established endowment funds in honor or in memory of people important to them.
Among them are the lasting legacies of Abigail Catherine Mueller, Andy Mueller,
Arnold Les Larsen, Audrey and Glenn Mensching, Gene Ball Eyles, Jerry Bradshaw,
Joan Brown Six, Kevin Newman, and Pat Apiquian. In addition, several families
established funds to accomplish their personal charitable goals, including the Dale
Family, Didzerekis Family, Diehl Family, and Susan and Gerald Stewart. Welcome
to all of you, and thank you all for establishing your legacies here at the Foundation.
Leaders of many not-for-profits have also looked to the Foundation to hold their
organization’s endowment because they know that having a constant source of funding
helps them respond to emergency needs as well as plan for the future and sustain
their good work. Such funds that were welcomed during fiscal year 2007 include
the B. R. Ryall YMCA Fund, Glen Ellyn Rotary Foundation Fund, the Jean V. Olsen
Fund for Central DuPage Pastoral Counseling Center, and Frederick G. and Ella R.
Smith Fund for Elmhurst Symphony Orchestra.
In the spring of 2007 we established the Next Generation Initiative (NGI) as a way
of endowing our future through cultivation of our community’s next generation of
philanthropic leaders. NGI is an opportunity for people who share a passion for
our community to come together to learn more about philanthropy and explore their
charitable interests. Members participate in pooled giving through the newly
established Next Generation Endowment Fund and will be able to recommend
grants in support of causes that are important to them.
2 Endowing the Future
Together we are now a family of more than 200 funds. In addition, the Foundation
welcomed several new members to the Legacy Society including Doug and Lynn
Eyles, Karl and Jeanne Mueller, and Ron and Carol Seager, among others. Their
commitments bring the total number of known Legacy Society members to more
than 75, representing millions of dollars in deferred gifts that will establish their
legacies and endow the future for our community.
Through our combined efforts, we strengthened our community with more than $1
million in grants provided during this fiscal year. At the same time we continued to
grow the size of the endowment so future generations will benefit in perpetuity. Thank
you, friends and partners, for your leadership and foresight in endowing the future.
Sincerely,
Jack E. Mensching
Board Chair
Fiscal Years 2005-2007
President
Fiscal year 2007 marked my third and final year as chair of The DuPage Community
Foundation. I have learned a great deal about the Foundation during my tenure on the
Board, which makes me all the more proud to see a fund established here in honor of my
parents Audrey and Glenn Mensching, as well as to have personally become a member of its
Next Generation Initiative and Legacy Society.
I am one who holds high standards, and I can tell you that the Foundation is an organization that meets and exceeds the highest standards while still continuing to seek out new
opportunities to increase its effectiveness as a philanthropic resource and community leader.
It has been my great pleasure working with you to raise the quality of life for the current and
future generations of our community.
Jack E. Mensching
Endowing the Future 3
GIVING THROUGH THE
DUPAGE COMMUNITY
FOUNDATION
Permanency and Financial Stewardship
Donors benefit from the Foundation’s sophisticated investment program, which has the discipline to
preserve capital during tough times and the longevity to extend the value and reach of their contribution
over generations.
Donors appreciate knowing that their contributions will extend beyond their lifetimes and will be
carefully safeguarded to serve the community as originally intended.
Expertise in Community and Philanthropy
Foundation staff has broad expertise in assessing community issues and needs, convening agencies,
and coordinating resources to leverage and maximize community outcomes. We provide highly
personalized service tailored to each individual’s charitable and financial interests. We also partner
with professional advisors to create effective approaches to charitable giving, and can facilitate even
the most complex forms of giving.
Maximum Tax Deductibility
The DuPage Community Foundation is classified as a public charity under Section 501(c)(3) and
Section 170(b)(1)(A)(vi) of the Internal Revenue Code. This status affords donors tax deductions for
income and estate tax purposes to the maximum extent permissible under current tax law.
Special Tax Benefits
Donors contributing appreciated assets to the Foundation receive the following benefits:
(1) capital gains taxes will not be levied on the donated property, and
(2) an income tax deduction can be taken on the full, fair market value of the gift. These advantages
apply if the assets have been owned for the requisite period of time (currently for at least one year
and a day).
Tax-Sheltered Growth of Funds
Contributions to charitable funds within the Foundation grow tax free. This means that donors are
able to build charitable funds in their names without incurring additional taxes.
Economies of Scale
We strive to offer a better investment return to each fund within the Foundation through:
(1) the pooling of assets,
(2) the diversification of investments and
(3) the reduction of costs to any one fund through shared expenses.
Accountability
Annual reviews through an independent audit, filing of tax returns, public disclosure of all grant
activity, and careful selection of board members ensure that Foundation funds will continue to be
allocated wisely for the benefit of our community and in accord with the intent of our donors.
Recognition
Funds may be established in the name of the donor, the donor’s family, a friend, a business, a charitable
purpose, or another organization. Those establishing endowment funds are guaranteed perpetual
recognition through publications and through the annual distributions of grants in the name of the
fund. Conversely, the Foundation understands and respects a donor’s wish for anonymity and will
administer such gifts accordingly.
Charitable Options that
Match Your Goals
and Preferences
For as many motivations as there are to give, there are ways of giving.
The key to having a rewarding giving experience is finding the best fit
for your charitable priorities, financial goals, and personal preferences.
The DuPage Community Foundation offers an extensive array of choices and flexibility so that
donors can personalize their philanthropy...
Charitable Priorities:
Charitable interests. The Foundation offers funds that can fulfill a single charitable interest
such as an important cause or organization, a combination of several interests, or a desire to
explore community needs and opportunities as they arise.
■ Arts
and culture
■ Basic human needs
■ Children
■ Education
■ Environment
■ Faith organizations
■ Health and wellness
■ People with disabilities
■ Senior citizens
■ Workforce development
■ Your favorite charity
■ Your local town or community
■ Other
Impact. The Foundation can connect you to giving opportunities that match your interests.
■ Solve
specific, current, critical needs
■ Help the largest number of people possible
■ Make a significant difference in the lives of a few
■ Support operations of not-for-profit organizations
■ Address long-term, systemic social issues
■ Other
A family enjoying the DuPage
Children’s Museum.
Knowledge. The Foundation’s staff has the expertise to meet your information needs.
■ Establishing
a philanthropic plan
community needs and opportunities
■ Evaluating charitable giving options
■ Evaluating not-for-profit effectiveness
■ Measuring the impact of charitable gifts
■ Understanding
Financial Goals:
Assets and taxes. Some people choose to give during high-income years to defray their taxes with
charitable deductions. Others may wish to donate appreciated securities or real estate to avoid capital
gains taxes on the sale of these assets. And, charitable bequests can play a role in estate planning for
one’s heirs. The DuPage Community Foundation can accept nearly any kind of gift.
■ Cash
■ Retirement
savings
securities
■ Closely held stock and business assets
■ Real estate and other appreciated property
■ Life insurance
■ Private foundation transfers
■ Other assets
■ Appreciated
Timing. Maybe you would like to start giving now, so you can get involved or potentially see the
results of your gift. Or perhaps you’d like to give through your estate. The DuPage Community
Foundation can facilitate either of these, or a combination of both types of giving as well.
■ Give
all gifts during lifetime
■ Gift some lifetime gifts; some from your estate
■ Give all gifts from your estate
Income. Some people choose to give in a way that provides them, or a loved one, a stream of
income for life. There are giving vehicles that can suit your time horizons, tolerance of risk, and
income requirements. The Foundation offers charitable gift annuities, and can receive distributions
from charitable remainder trusts or charitable lead trusts to meet various financial goals.
■ Predictable
lifetime income for you and your spouse
lifetime income for you or your spouse
■ Maximum lifetime income for you and your spouse
■ Maximum lifetime income for you or your spouse
■ Provide income to a charity during your lifetime
■ Predictable
Stanley and Claudia Starrett
Some people choose to give
in a way that provides
them, or a loved one, a
stream of income for life.
Personal Preferences:
Recognition. Some people like a tasteful level of recognition for their good work. It attracts attention
to their cause and may inspire others to give. Some people prefer anonymity. The Foundation can
provide:
■ Lasting
recognition (name on a fund with perpetual recognition through publications and annual
distribution of grants)
■ Public recognition (name in public announcement or media coverage)
■ Simple recognition (personal thank you and name listed in annual report or newsletter)
■ Anonymity
Involvement. You may wish to play an active role in your giving, by helping select grant recipients
for years to come, or you may prefer to make gifts that do not place further demands on your time
once you’ve made some guiding decisions. Regardless of your preference, you can enjoy personalized
services from the Foundation in the form of assessment of community needs, administration and
reporting, investment management, and more-that will allow you to focus on the more rewarding
aspects of giving.
■ No
personal involvement
personal involvement
■ Lifetime personal involvement
■ Future personal involvement through children
■ Future personal involvement through grandchildren
■ Current
Less involvement
More involvement
Unrestricted
Fund
Field of Interest
Fund
Designated
Fund
Scholarship
Fund
Donor-Advised
Fund
Broad gift meeting
ever-changing
community needs;
community
foundation
awards grants
Gift to a specific
cause that matches
your interests;
community
foundation
awards grants
Gift to benefit
one or more
specific
not-for-profit
organizations
A gift investing in
deserving students;
School committee
recommends student
based on your
criteria
Gift fund for
donor-recommended
grantmaking
provides ongoing
involvement for
you, your children
and grandchildren
if desired
ADVANTAGES OF A
DONOR-ADVISED FUND OVER
A PRIVATE FOUNDATION
DONOR-ADVISED FUND
PRIVATE FOUNDATION
Ease of
Creation
Execution of a simple Deed of
Gift (“one day/one document”).
No set-up fees.
Creation of a new organization,
application for exempt status and
expenditure of time and money.
Lengthy IRS approval process.
Tax Benefits^
Deduction up to 50% of adjusted
gross income for cash gifts.
Cash gift deduction is limited to 30%
of adjusted gross income.
Full value of gifts of appreciated
property is deductible up to 30%
of adjusted gross income.
Deduction is limited to 20% of
adjusted gross income.
Closely-Held Stock,
LP & LLC Interests,
Real Estate
Valued for charitable deduction at
market value.
Value limited to cost basis.
Accounting and
Tax Preparation
No separate tax return to file,
and no excise tax to pay.
Annual audit and 990 done by
community foundation.
Detailed reporting required and a 2%
federal excise tax (1% in some
cases) must be paid on net investment
income, including gain on assets
gifted to the foundation. Separate
account statements required.
Grant
Administration
Staff expertise in identifying
recipients, reviewing proposals
and evaluating performance.
Trustees must perform, contract or
hire for these services.
Investments
No federal investment
requirements; no equity
concentration restrictions;
opportunity to participate in
investment pools.
Certain types of investments
prohibited, and the foundation may
not own more than a 20% equity
interest in a business.
“Establishing this fund was the perfect tool for us to accomplish our charitable goals. Creating
it has provided us with a vehicle we can use today and later supplement through our estate
plans. It has also allowed us to avoid the costly expenses and administrative headaches
associated with establishing a private foundation while still enjoying many of the same benefits.”
DOUG AND LYNN EYLES
DONOR-ADVISED FUND
PRIVATE FOUNDATION
Distributions
No minimum payout required.
Approximately 5% of net investment
value must be paid out for charitable
purposes annually. Prohibition
against grants to support lobbying.
Restriction on scholarship and
research grants.
Confidentiality
Name of donors need be
revealed only to the IRS.
Asset balances, names/addresses of
directors and contributors, grants,
investments, fees and salaries must
be made public through the 990-PF*.
Administration
Community foundation handles
phone, mail and bookkeeping.
Trustees must perform, contract or hire
staff.
Size
$25,000 minimum, payable
over five years.
Substantial assets required.
^ Consult your tax advisor concerning alternative minimum tax implications and the five-year carry-over rule.
* Private foundations have little confidentiality and no anonymity. With the advent of the internet, anyone can access
www.guidestar.org to gain information on any private foundation because all of the information is pulled from or is a scan of
a foundation’s 990-PF.
“Creating and maintaining a private foundation for individuals can be
a very complicated and costly undertaking. The DuPage Community
Foundation is a wonderful substitute for this complex process and an
outstanding resource for individuals to learn about the various charities
committed to improving our community.”
-BRETT M. DALE, PARTNER, HUCK BOUMA PC, WHEATON, IL
DUPAGE COMMUNITY FOUNDATION TRUSTEE AND DONOR-ADVISOR
Choosing community
over taxes
You can
ensure that
your children
are taken
care of
and a
charitable
legacy is
left to the
community.
Valuable resources that would be lost to taxation can remain to serve the
future of our families and our local communities with effective planning.
You can support the arts, enrich education, protect the environment,
provide human services, safeguard health, build a stronger community...
and more.
If your estate is subject to estate taxes, a planned charitable gift established today may actually
help reduce taxes and preserve more assets for your heirs.
People can give back to their community through The DuPage Community Foundation. Here is how
it works:
■ Retirement
accounts and insurance policies can be designated for charity without modifying your
existing estate plan.
Retirement assets are often subject to two taxes (income and estate tax) that could reduce the
value of those assets by up to 75%.
■ You
can designate The DuPage Community Foundation as a full or partial beneficiary of your
qualified retirement plan or life insurance policy. Please notify us of your intentions so we can
invite you to become a member of our Legacy Society.
■ When
we receive your bequest, it goes into a special fund we set up in your name, in the name of
your family, or in honor of any person or organization you choose.
■ Your
gift is carefully invested to last forever and grow over time. Earnings from your fund are
used to make grants in your name to address community needs year after year.
Your gift becomes your legacy, helping to do good work forever.
“As a parent or grandparent, your goal is to continue
caring for your family through your estate. We ask
that you invest in your community as well, which will
serve to enrich the lives of your family and future
generations.”
Dave’s son, Sean; daughters Rose and Kathleen;
wife, Mary; and himself.
—DAVID M. MCGOWAN, CFRE, PRESIDENT,
THE DUPAGE COMMUNITY FOUNDATION
A personal legacy of giving
You can still fulfill your personal goals of preserving your family name,
honoring loved ones, providing for heirs, minimizing tax burdens and
supporting your community.
How to plan a legacy gift:
■ Call
your estate advisors, talk to us, or consult with both. We provide confidential philanthropic
services to prospective donors and their advisors, without pressure or obligation.
A professional advisor can recommend your most tax-advantaged assets any time you make a
charitable gift. Many people choose to give stocks, real estate and other highly-appreciated assets
during their lifetime and designate 401(k), IRA, and other retirement assets upon their death.
Through your will, you can choose to give a stated dollar amount, a specific property, a percentage
of your estate, or the remainder after distributions to other beneficiaries, or you can make your gift
contingent on certain events.
■ Make
a beneficiary designation or include The DuPage Community Foundation in your estate
plan. Notify us of your intentions so we can invite you to be a member of our Legacy Society.
Share your personal history. We’d like to preserve your story and photographs for future generations
who will receive grants from your named fund.
Attend special community events. Let us introduce you to other generous people who have also
provided for our community’s future.
Learn of changes in Illinois probate or federal tax law. Working with your professional advisor,
we want to make sure that your estate plan continues to accomplish your personal, financial and
charitable objectives.
When you
make a
commitment
to your
community’s
future through
a planned gift
or bequest, you
are eligible
to join
The DuPage
Community
Foundation’s
Legacy Society.
Be recognized in Foundation publications. We’d like to give others the opportunity to follow your
example of community stewardship and leadership. (We also respect the wishes of those who prefer
to give anonymously.)
■ When
we receive your bequest, we establish a fund in the name you’ve chosen; we invest the
principal and make grants from the income, honoring your charitable intentions.
■ Your
endowed fund will carry on your family name forever, and do good works in our community
for generations to come.
LEGACY SOCIETY
Helping to shape the future
of DuPage
When making or updating
your will, please consider a
gift to The DuPage
Community Foundation.
Consult your estate planning
attorney who can assist you in
adding one of the following
paragraphs to your will:
“I hereby give and bequeath
$
to The DuPage
Community Foundation to be
used (for its general purposes)
(for [specific purpose]).”
Or,
“I hereby give, devise and
bequeath (the residue) ( %
of the residue) of my estate
to The DuPage Community
Foundation to be used (for
its general purposes) (for
[specific purpose]).”
If you are leaving the
proceeds of an insurance
policy or IRA assets to
The DuPage Community
Foundation, be sure to indicate this on the insurance
or IRA beneficiary forms
because the insurance
proceeds or IRA assets will
be disposed of by the terms
of the insurance policy or
IRA document and not by
your will if they differ.
Thank you
for endowing
the future.
The Legacy Society of the DuPage Community Foundation provides a
meaningful way of recognizing individuals now for gifts that will be
realized sometime in the future.
These bequests will endow a stronger future for DuPage County, forever.
Legacy Society Members:
Members as of June 30, 2007
Anonymous (26)
If your name is not listed
below, please contact us at
630-665-5556 so others can learn
of the importance you have
placed on endowing the future.
Robert Bauman to establish
the Robert Bauman Fund
Jerry* and Betty Bradshaw
for the Megan Bradshaw
Scholarship Fund
Cleve E. Carney
Susanne S. Cassell for the
Maple Street Chapel
Endowment Fund
Hugh and Ruth* Christ for
the Ruth and Hugh Christ
Fund for disadvantaged
children and youth
Donald T. Dennerlein to
establish the Donald T.
Dennerlein Fund
Burton E.* and Patricia A.
Ericson to establish the
Burton E. and Patricia A.
Ericson Family Fund
Doug and Lynn Eyles for the
Gene Ball Eyles Fund
Jane Henderson* to establish
the Rotary Club of Lombard
Endowment Fund
Charlotte Mushow to establish
Alan and Jane Hoffmann to
the Mushow Fund for Human
establish the Alan D. and Jane
Services
M. Hoffmann Family Fund and Jean C. Neill to establish the
for the Life Science
Lewis E. and Jean C. Neill Fund
Achievement Award Fund
Albert and Mimi Rose
Elizabeth “Lee” Jens* for the
F. Ron and Carol Seager for the
Mental Health Association of
Seager Family Foundation Fund
DuPage County Endowment
John W. “Bill” Squire* annual
Fund
grants to Glen Ellyn Food
Melvin E. and M. Joyce Johnson
Pantry, Glen Ellyn Walk-in
for the Melvin E. and M. Joyce
Ministry, People’s Resource
Johnson Fund
Center and St. Mark’s
Joseph F.* and Bess Kindlon
Episcopal Church with the
Mary Kay Kluge for the
remainder to the ever changing
Naperville United Way
needs of DuPage
Endowment Fund
Stanley and Claudia Starrett for
Arthur J. and Mary* Kolar for
the John and Elsie, Mary and
Arthur Kolar Endowed Fund
the Starrett Family Fund
Dave Stelzner and Nicki Krafft
for the Andi Stelzner Fund
Paul and Coleen Lehman
Lenora J. Su, M.D. to establish
funds for St. John the Baptist
Church and a human services
N.P. “Bob” Luginbill for the
field of interest fund
League of Women Voters Mary
J. Luginbill Educational
Daniel and Adele Szymanski for
Scholarship Fund
the Szymanski Family Fund
Grace Lopatka*
James* and Susan Gates for
the Health Fund
David M. and Mary A. McGowan Charlie A. Thurston
Leonard J.* and Barbara Giblin
Bill Mitchell for the Naperville
United Way Endowment Fund
George N. Gilkerson Jr.
Willis M. Gillett
Jack E. and Kathleen Mensching Theodore M. Utchen
Joseph and Joan Morrissey for
the Morrissey Family Fund
Karl and Jeanne Mueller for the
Andy Mueller Memorial Fund
Ramon A. Mulholland for the
Mulholland Family Fund
Mary Eleanor and James M.
Wall for the Mary Eleanor and
James M. Wall Fund
Donald* and Dorothy White
*deceased
DONORS BY FUND
July 1, 2006 - June 30, 2007
Listings under a fund’s name indicate donors who made contributions to that fund during FY 07.
*Denotes fund was established after the close of FY 07.
Affiliate Funds
Elmhurst Art Museum
Giving DuPage
Ms. Kathleen A. Mackay
Oxford Bank & Trust
Elmhurst Symphony Orchestra
Frederick G. & Ella R. Smith
Restricted Fund
Healthy West Chicago
Agency Endowment
and Designated Fund
Anima: Young Singers of Greater
Chicago (formerly the Glen Ellyn
Children’s Chorus)
Bensenville Community Foundation
B. R. Ryall YMCA
Ms. Dorothy B. White
Bridge Communities, Inc.
Canticle Ministries
Central DuPage Pastoral Counseling
Center
Central DuPage Pastoral
Counseling Center
*The Marriage Fund
Jean V. Olsen Fund
Counseling Center
Lucille Strubhar Enright Fund
Counseling Center
Chicago Society for Surgery
of the Hand
Dr. Robert R. Schenck
Dancing With Chicago Celebrities
Anonymous
Community Foundation of New Jersey
Exchange Club of Naperville
Exchange Club of Naperville
Family Shelter Service
Family Shelter Service
Rotary Club of Central DuPage
Mr. and Mrs. Eugene C. Piette
Rotary Club of Lombard
Lombard Rotary
Ms. Marcia M. Fleming, TTEE
Senior Home Sharing
*First Presbyterian Church of Glen
Ellyn
Spring Brook Nature Center Joan
Brown Six Memorial Endowment
Fund
Spring Brook Nature Center
Forest Preserve District of DuPage
County
Teen Parent Connection
Teen Parent Connection
Glen Ellyn Historical Society
Trinity Episcopal Church
Robert R. McCormick Tribune
Foundation
Mr. and Mrs. James W. Sutherland
Glen Ellyn Library Foundation
Glen Ellyn Library Foundation
*Glen Ellyn Rotary Foundation
Health Research Institute & Pfeiffer
Treatment Center
Illinois Independent Living Center
Edward Beaudoin Memorial
Endowment Fund
Illinois Independent Living Center
Itasca Community Library
Itasca Community Library
Kiwanis Club of Glen Ellyn
Mr. Billie W. Anderson
Mr. and Mrs. John C. Breeser
Mr. and Mrs. James E. Drasal
Mr. and Mrs. Robert A. Gibson
Kiwanis Club of Glen Ellyn
Ms. Penelope Linneweh CPA
Dr. and Mrs. W. Douglas Ward
Deicke Center for Visual Rehabilitation Lifelink Corporation
Mrs. Ruth Anderson
Donka, Inc.
Lifelink Charities
Maple
Street Chapel of Lombard
Maple Street Chapel Preservation
DuPage Convalescent Center
Society, Inc.
Foundation
Mental
Health Association of DuPage
DuPage Convalescent Center
County
Foundation
Mr. and Mrs. Philip Danielson
Mr. and Mrs. Ramon A. Mulholland
TimeMed Labeling Systems, Inc.
*DuPage County Historical Museum
(Ms. Ann Nerad)
Association
National Alliance on Mental Illness
DuPage Graue Mill and Museum
DuPage
DuPage Graue Mill Corporation
National Alliance on Mental Illness
DuPage
DuPage P.A.D.S., Inc.
DuPage P.A.D.S., Inc.
Naperville Chorus
John D. and Catherine T. MacArthur
Naperville Chorus
Foundation
Naperville Heritage Society
Mr. and Mrs. Stephen J. Menke
Naperville United Way
DuPage Senior Citizens Council
Benefits Insurance Group
Easter Seals DuPage and the Fox
NCO Youth & Family Services
Valley Region
NCO Youth & Family Services
Mr. and Mrs. David M. McGowan
B. R. Ryall YMCA Board President
Bob Clauss with DuPage Community
Foundation President Dave
McGowan, Trustee Emeritus Cleve
Carney, and B. R. Ryall YMCA
Executive Director Ed Knapp.
United Way of the DuPage Area
United Way of the DuPage Area
Villa Park Public Library
Villa Park Public Library
Warrenville Library Foundation
Western DuPage Special Recreation
Association Foundation
Willowbrook Wildlife Foundation
Donor-Advised Funds
*Cushman and Pamela Andrews
Family Fund
Antoniou Family Fund
Mr. and Mrs. Anthony A. Antoniou
Beaman Family Fund
Beles Family Fund
Cole Exner
Bell Family Foundation
Broman Family Foundation
*Linda and Clark G. Carpenter Fund
Richard G. and Carole J. Cline Fund
Collins Family Fund
Companions’ Fund
Dale Family Fund
Mr. and Mrs. Brett M. Dale
Dawn Carol Foundation
Anonymous
Didzerekis Family Fund
Mr. and Mrs. Paul P. Didzerekis
Diehl Family Fund
Mr. and Mrs. John W. Diehl
Donor-Advised Fund for Needy
Children
Cole Exner Memorial Fund
Mr. and Mrs. John R. Bicknell
Mr. and Mrs. Scott J. Bicknell
Ms. Emma Lee W. Carpenter
Mr. and Mrs. Scott G. Elliott
Mr. Steve Gockley
Ms. Beth C. Hansen
Mr. and Mrs. Tom Heatherly
Hofner and Hofner, LLC
I.M.C.O., Inc.
Mr. and Mrs. Charles Johnson
Joliet Professional Pharmacy Corp.
Kelmag Home Improvements
LaGrange Women’s Clinic, S.C.
Mr. and Mrs. Donald E. McCaw
Mr. John Norris
Mr. and Mrs. Brian W. Patterson
Richmark Medical Supply Co.
Special Service Company, Inc.
TIDI Products
Welch Allyn
Lynn and Doug Eyles
Mulholland Family Fund
Mr. and Mrs. Ramon A. Mulholland
Naccarato Family Fund
Franzen Family Fund for Depression
Education
Owen Schiff Foundation
Mr. Matthew S. Aboulafia
Bank of America Matching Gifts
Mr. and Mrs. Thomas J. Bartecki
Ms. Jayne A. Berglund
Ms. Nancy Bingham
Mr. and Mrs. Patrick Brady
Mr. and Mrs. James R. Burket
Mr. and Mrs. William K. Caesar
Ms. Gayle Carr
Mr. and Mrs. Leslie Chandler
Mr. and Mrs. Michael Cipriano
Mr. and Mrs. Steven J. Cochlan
Mr. and Mrs. Laurent Cunin
Ms. Barbara J. Cunningham
The Cybermarketing Group, Inc.
Mr. and Mrs. John F. Di Stefano
Mr. and Mrs. Brian C. Diver
Mr. Joseph M. Esposito
Mr. and Mrs. Richard Felman
Fimat USA, LLC
Mr. Michael Fontana
Mr. and Mrs. Dennis R. Fox
Mr. and Mrs. Peter D. W. Fry
Mr. and Mrs. Ralph J. Gabric
Mr. Thomas Gearen
Mr. and Mrs. Robert J. Gorski
Mr. and Mrs. Christopher P. Gould
Mr. and Mrs. Robert T. Green
Mr. and Mrs. Gregory H. Hagan
Mr. and Mrs. Theodore Harman
Ms. Allison T. Harrell
Ms. Cynthia L. Hawk
Mr. and Mrs. Dale R. Hawk
Mr. and Mrs. Stuart C. Heimburger
Mr. Craig Y. Itagaki
Mr. and Mrs. Tim R. Johnson
Ms. Gail Chaney Kalinich
Mr. Scott M. Kaplan
Mr. and Mrs. Shawn S. Kasserman
Mr. and Mrs. Stephen W. Kent
Ms. Wendy S. Kotsakis
Mr. William L. Krickl
Mr. Leo Lanzillo and Ms. Elizabeth
A. Schnell
Mr. and Mrs. Donald C. Lindberg
Mr. and Mrs. Carl Lowenstein
Ms. Terri L. Maltby
Man Investments Inc.
Mark Mackey Agency, Inc.
Mr. and Mrs. B. Markunas
Mr. and Mrs. Lawrence Mathieu
Mr. and Mrs. Nick Milich
Ms. Sheryl B. Minnec
Gillett Family Fund
Mr. and Mrs. Willis M. Gillett
*Melvin E. and M. Joyce Johnson
Foundation
Joseph and Bess Kindlon Fund
LeFort-Martin Family Fund
Mr. and Mrs. Paul LeFort
Mains Family Donor-Advised Fund
*Janice Lamb McArdle Cancer
Research Fund
Morrissey Family Fund
Abigail Catherine Mueller Children’s
Fund
Anonymous
Ms. Barbara A. Adams
Ms. Carole Amialei
Mr. and Mrs. James F. Basile
Mr. and Mrs. Charles W. Brady
Ms. Andrea L. Briski
Mr. and Mrs. James R. Carr
Mr. and Mrs. James D. Christle
Mr. and Mrs. Richard G. Cline
Ms. Susan A. Coates
Mr. and Mrs. John A. Cochrane
Mr. and Mrs. Robert E. Deignan
Mr. Edward T. Eaton
Mr. and Mrs. Steven M. Elrod
Mr. and Mrs. Lawrence P. Fabian
Mr. and Mrs. Victor P. Filippini Jr.
Mr. and Mrs. Terrance W. Frantzen
Ms. Isabel Fraser
Holland & Knight Charitable
Foundation, Inc.
Mr. Adam M. Kingsley and
Ms. Margaret M. Cushing
Mr. and Mrs. Daniel Licata
Mr. and Mrs. Don Marcell
Mr. and Mrs. Ronald O. Marcell
McFadden & Dillon, P.C.
Mr. and Mrs. Michael McGurn
Ms. Laurie C. Mueller
Mr. and Mrs. Michael E. O’Connell
Mr. and Mrs. William T. O’Dell
Ms. Sarah Oliver
Park Tool and Machine Co., Inc.
Mr. and Mrs. Felix Ramirez
Mr. and Mrs. Robert S. Reed
Mr. and Mrs. Michael A. Rees
Andy Mueller Memorial Fund
Mr. and Mrs. Karl W. Mueller
Mr. Kurt Mueller
Mr. and Mrs. William F. Mueller
Gene Ball Eyles Fund
Mr. and Mrs. Douglas G. Eyles
Trust Company of Illinois
Freedman/Sindelar Family Fund
Abigail Catherine Mueller (right)
with sisters Becca and Peyton
E. M. Regenstein and E. K. Paster
Mr. and Mrs. Michael J. Sayban
School Health Corporation
Mr. and Mrs. Daniel R. Setlak
Mr. and Mrs. Ronald Susser
T and C Enterprises
Mr. and Mrs. Charles W. Tiedemann
Mr. and Mrs. Robert W. Vyverberg
Mr. Stewart J. Weiss and
Ms. Teresa Dahlia Gale
*Perma-Seal Basement Systems, Inc.
Fund
Mr. Frank J. Minio
Mr. and Mrs. Peter J. Miscinski III
Mr. Harout Moumdjian
Mr. and Mrs. Marty Mudge
Mr. G P Newton
Mr. Mark A. Oates and Ms. Elizabeth
E. Lewis
Mr. Patrick O’Connor
Mr. Daniel J. Ohrnstein and Mrs.
Kathy Obbish-Ohrn
Mr. and Mrs. Timothy S. O’Shea
Mr. and Mrs. Steve Paravola
Mr. and Mrs. Mark C. Pomnitz
Mr. and Mrs. Spencer A. Pugh
Mr. and Mrs. Kenneth W. Reick
Mr. and Mrs. Gregory A. Reifel
Mr. and Mrs. Killian J. Schaffer
Ms. Barbara Schiff
Mr. and Mrs. Ryan Schiff
Mr. and Mrs. Bruce A. Schwinger
Mr. and Mrs. Emil D. Scipioni
Mr. and Mrs. David B. Scot
Mr. and Mrs. Geoff Sebold
Mr. James M. Smith
Mr. and Mrs. Robert E. Smoot
Mr. Daniel Stevenson
Ms. April M. Stosur
Mr. and Mrs. Richard P. Thomas
Mr. and Mrs. John M. Toliver Jr.
Trader Tools LLC
Mr. and Mrs. Bruce J. Trant
Mr. and Mrs. Charles W. Turner
Mr. Robert J. Valdes Rodriguez
and Ms. Regina More
Mr. and Mrs. Michael J. Viola
Mr. and Mrs. Patrick M. Walker
Mr. Brandon J. Walsh
Mr. and Mrs. Jeffrey C. Warmolts
Wingood Foundation
Mr. and Mrs. James Wood
Mr. Paul D. Zirpolo
Esther and Willis H. Scott Fund
*Bernard F. and Linda M.
Shaughnessy Family Fund
Shebik Family Fund
Mr. and Mrs. Steven E. Shebik
Silver Heart Foundation
Mr. and Mrs. Jeffrey S. Benner
Mr. and Mrs. Jeffery Button
The Chicago Community Trust
Citigroup Foundation
Mr. and Mrs. Matthew S. Darnall
Mr. and Mrs. Matt Dell
Mr. and Mrs. Daniel T. Gardner
Mr. and Mrs. Kevin Goyak
Mr. Phillip J. Hoeh and
Ms. Michaelene Broniecki
Mr. and Mrs. John A. Ideler
Mr. and Mrs. Scott A. Krzeminski
Mr. and Mrs. James Malpede
Mr. and Mrs. John B. Nevins
Mr. Lazaro M. Perez and Ms. Ann
Marie Lampariello-Perez
Mr. and Mrs. Timothy J. Piper
Dr. and Mrs. Charles S. Sandor
Mr and Mrs. James Scruggs
Mr. and Mrs. Michael Stout
Mr. Jerome Zybko and Mrs. Susan
Bennett-Zybko
Smith Family Fund
Harlan and Marilyn Spiroff Fund
Mr. Andrew Y. Acker
Acxiom Corporation
Mr. and Mrs. Thomas P. Borchert
Mr. and Mrs. Philip J. Boria
Mr. and Mrs. John F. Brady
Mr. Sean P. Brady
Mr. and Mrs. James A. Brown
Mr. and Mrs. Daniel R. Engstrom
Fidelity Investments Charitable Gift
Fund
Ms. Judy M. Gaston
Mr. and Mrs. William T. Gaston
Ms. Joycelyn Hansen
Ms. Lila J. Harris
Mr. and Mrs. William T. Jensen III
Mr. and Mrs. Allen G. Johnson
Mr. and Mrs. Kenneth T. Kubiesa
Mr. John R. Kelly and Mrs. Kelly M.
Mitchell
Mr. and Mrs. Howard P. Levine
Mr. and Mrs. Benny Loyd
Mr. and Mrs. Matthew R. McCulloch
Ms. Margaret M. O’Connell
Mr. and Mrs. Gabino K. Salazar
Mr. and Mrs. W. F. Sheehan
Mr. and Mrs. Gaylen L. Simpson
Mr. and Mrs. Harlan J. Spiroff
Mr. Robert A. Super
Mr. and Mrs. Thomas W. Trosien
Mr. Charles R. Van Slyke Jr.
Mr. Nathaniel J. Werner
*Leland and Gladys Stahelin Family
Fund
Starrett Family Fund
Andi Stelzner Fund
Mr. and Mrs. Michael L. Adams
American Express Foundation
Ms. Annamarie Campbell and
Michele A. Varisco
Ms. Mary E. Crois
Mr. and Mrs. Donald F. Dennehy
Mr. and Mrs. Michael H. Ford
Mr. and Mrs. Randy M. Gilley
Mr. and Mrs. David R. Kalish
Mr. and Mrs. Albert Krafft
Ms. Jo A. Krafft and Mr. Michael
Dornacher
Mr. and Mrs. James W. Lawlor
Mr. and Mrs. Kenneth M. Lawlor
Ms. Kathy Marifjeren
Mr. and Mrs. Timothy B. McDonald
Ms. Kathleen M. McGeoghegan
Ms. Emily E. Nagan
Ms. Kimberly Schoppe
St. Paul Travelers Foundation
Mr. and Mrs. Daniel J. Stelzner
Mr. David A. Stelzner and Ms. Nicki
J. Krafft
Mr. and Mrs. Gary M. Stelzner
Mr. and Mrs. Stephen P. Stelzner
United Way of Greenville County
Szymanski Family Fund
Richard and Charron Traut Fund
Mary Eleanor and James M. Wall
Fund
Mrs. Mary Eleanor Wall and Mr.
James M. Wall
Jeannee Yermakoff and Daniel
Talsma Family Foundation
Field of Interest Funds
*Access to Recreation Endowment
Fund
Founding Donor: Council of Michigan
Foundations, Inc.
To support access to recreation projects
throughout DuPage County.
Arts Fund
Founding Donor: WPWR-TV Channel
50 Foundation, 1994
Artistic endeavors including, but not
limited to, performing and visual arts,
art exhibits, and arts education.
Youth Jazz Ensemble of DuPage
Basic Human Needs Fund
Founding Donors: First Annual Benefit
Attendees, 1993
Agencies responding to emergency
housing, food, clothing, and healthcare
needs of low-income residents.
Mr. David D. Hoh
The Alben F. Bates and Clara G.
Bates Foundation Fund
Founding Donor: The Alben F. Bates
and Clara G. Bates Foundation, 2005
To support the residents of Elmhurst.
Children and Youth Fund
Founding Donors: Richard and Carole
Cline, 1988
Physical, emotional, educational, and
intellectual needs of children and youth.
Ruth and Hugh Christ Fund
Founding Donors: Hugh and Ruth
Christ, 2000
Disadvantaged children and youth.
Drs. Dennis and Kathryn Karsh
Mr. Craig E. Eben
Chauncey and Marion D.
McCormick Family Fndn.
John and Elsie, Mary and Arthur
Kolar Endowed Fund
Founding Donors: Mary and Arthur
Kolar, 1998
Environment and wildlife.
Mr. Arthur J. Kolar
Wesley E. Luehring Foundation Fund
Founding Donor: Wesley E. Luehring
Foundation, 1999
Charities located in the Itasca area.
Louise Ingalls MacArthur Fund
Founding Donor: Robert M. Cordova,
1998
Literacy and education.
Mr. Robert M. Cordova
Andy Mueller
Sindelar Family Fund
Founding Donor: Peg Sindelar, 2002
Education and Health.
Unrestricted Funds
Cleve E. Carney Fund
The Brown Family Trust
Lois L. and Edwin F. Deicke
Endowment Fund
*Elizabeth D. Eben Memorial Fund
General Endowment Fund
Anonymous
Ms. Cindy A. Adams
Ms. Ann B. Henderson
Itasca Bank & Trust Co.
Kayser Family Foundation
Mr. and Mrs. Richard J. McCann
The McWethy Foundation
Naperville Trolley & Tours Ltd.
Dr. and Mrs. Eugene C. Ognibene
Ms. Nancy E. Sindelar and Mr. Mike
Freedman
Stephen J. Bloom Charitable Trust
Glenn and Audrey Mensching
Communityworks Endowment Fund
Founding Donor: Grand Victoria
Foundation, 2003
Early childhood care and education,
workforce development, and land
use/protection.
FairWyn Fund
Mrs. Julie L. Carlsen
FairWyn Fund
Mr. and Mrs. Willis M. Gillett
Grand Victoria Foundation
Jack and Virginia Knuepfer Fund
Addison Township Republican
Mr. and Mrs. Kenneth J. Lahner
Committeeman Organization
Mr. and Mrs. Paul LeFort
Ms. Marianne L. Ahrweiler
Mrs. Audrey Mensching
Mr. and Mrs. Richard L. Arnold Jr.
Dr. and Mrs. Joseph Morrissey
Mr. and Mrs. William Beaty
Audrey and Glenn Mensching Fund
Mr. and Mrs. Ralph W. Boyden
Charles & Carol Hammersmith
Family Foundation
City of Elmhurst
Environmental Fund
Mr. and Mrs. Martin T. Cline
Founding Donor: Molex Inc., 1991
Ms. Jessie A. Conn
Efforts to improve and/or preserve the
Mr. and Mrs. David L. De Motte
quality of the natural environment
Mr. and Mrs. William G. Doan
including, but not limited to, air and
DuPage Housing Authority
water quality, public open space
Mr. Craig E. Eben
preservation, management of waste,
Mr. Terrance M. Egan and
and environmental education.
Ms. Rosalie M. Uchanski
Health Fund
Ms. Lois J. Elliott
Founding Donor: Central DuPage
Ms. Ana M. Eng
Health System, 1995
Mr. and Mrs. John D. Fedor
The broad health needs in the community.
Mr. and Mrs. John F. Foulkes
Martha McCormick Hunt Fund
Ms. Eleanor F. Fralick
Founding Donor: Brooks and Hope B.
Mr. and Mrs. Abner S. Ganet
McCormick Foundation, 1988
Mr. and Mrs. Steven M. Gassensmith
Conservation and protection of the
Mr. and Mrs. Craig R. Hegstrom
environment.
Mr. and Mrs. Frederick N. Hodge
Mr. and Mrs. David R. Bertran
Mr. and Mrs. R. Burton Hudson
Thank You
Itasca Bank!
Special thanks to Itasca Bank
& Trust Co. for once again
sponsoring the Foundation’s
Annual Benefit Dinner.
Held the evening of Sunday,
November 19, 2006, at the
beautiful Morton Arboretum
in Lisle, the event generated
more than $185,000 in vital
operating support for the
Foundation, thus enabling us
to focus our efforts on development and grantmaking to
strengthen our not-for-profit
community and meet the
diverse needs of DuPage
County residents.
Mr. and Mrs. Frederick B. Huebner
Mr. and Mrs. Peter G. Kallas
Mr. and Mrs. William F. Ketelhut
Mr. and Mrs. Patrick J. Kitchen
Mr. Robert E. Kline
Mr. Jack R. Knopf
Ms. Betty Knuepfer
Mr. and Mrs. Hugh T. Kramer
Ms. Barbara H. Kroeplin
Mr. and Mrs. Gregory T. Kuntz
Ms. Mary E. Leaton
Dr. and Mrs. F. Paul Mooring
Ms. Barbara A. Murphy
Mr. Thomas E. Nelson
Mr. and Mrs. A. M. Nurczyk
Ms. Jacqueline R. Peters
Mr. and Mrs. Bob C. Peterson
Ms. Miriam L. Potter
Ms. Judith A. Redick
Ms. Nina Romenenko
Ms. Lucia Schmidtke
Mr. and Mrs. Steven F. Schumm
Senior Home Sharing, Inc.
Mrs. Jayne E. Simonini
Mr. and Mrs. Richard G. Solak
Ms. Barbara J. Topper
Mr. and Mrs. Frederic J. Tremmel
Mr. and Mrs. Robert C. Tyrrell
V-S Industries, Inc.
Mr. Stanley J. Vachta
Ms. Joyce Van Der Molen and
Dr. James Cook
Mrs. Mary Eleanor Wall and
Mr. James M. Wall
Mr. and Mrs. Charles Weigel Jr.
Mr. and Mrs. Charles H.P.
Westfall M.D.
Wight & Company
Mr. and Mrs. Ervin F. Wilson
Next Generation Fund
Mr. Namit Bammi
Clingen, Callow & McLean
Mr. and Mrs. Paul W. Daley
Mr. and Mrs. Paul du Vair
The Estate Planning Law Group
Franzen Family Foundation
Mr. Brian P. Garvin 12th
Mr. and Mrs. Neil T. Goltermann
Mr. and Mrs. Daniel J. McHugh
Mr. and Mrs. Robert V. McMahon
Mr. and Mrs. Michael R. Sitrick
Dr. Susan J. Sup
John W. Squire Fund
Operating Funds
Administrative Endowment Fund
Permanent support for Foundation
activities.
Mr. and Mrs. Russell T. Harwood
Next Generation Initiative Steering
Committee Member John Vires with
Members Dan and Patti McHugh at
the Initiative’s Inaugural Membership
Drive held on June 6, 2007, at
Arrowhead Golf Club in Wheaton.
Operating Fund
Supports general operations of the
Foundation.
Mr. and Mrs. Alan S. Adams
Ms. Cindy A. Adams
Drs. Sandra and Charles E. Alcorn III
Mr. and Mrs. David P. Aldridge
AMC Delancey HMA NPV Partners
LP
AMSTED Industries Foundation
Mr. and Mrs. Daniel P. Anderson
Mr. and Mrs. Anthony A. Antoniou
Mr. and Mrs. Dalip Bammi
Mr. and Mrs. Robert M. Beavers Jr.
Mr. and Mrs. Norman J. Beles
Ms. Betty J. Bradshaw
Mr. Jeffrey B. Brown
Mr. and Mrs. Donald W. Buik
Mr. and Mrs. Stephen M. Burt
Ms. Cleo F. Burtis and Mr. James E.
Comerford
Hon. and Mrs. Robert E. Byrne
Mr. and Mrs. Keith Carlson
Mr. Cleve Carney
Family Foundation
Chicago Rivet Foundation
Citizens to Elect Robert J.
Schillerstrom
Mr. and Mrs. Richard G. Cline
Mr. and Mrs. Richard G. Cline Jr.
Community Bank Wheaton/Glen Ellyn
Council of Michigan Foundations, Inc.
Mr. and Mrs. Harold Crittenden
Cronk Family Foundation
Mr. and Mrs. Robert E. Deignan
Mr. and Mrs. James A. Delaney
Mr. and Mrs. Bruce D. Dillingham
Mr. and Mrs. John V. Donofrio
Mr. James R. Dwyer and Ms. Sally J.
Nagel
EM Enterprises, Inc.
Mr. and Mrs. Robert A. Faganel
Mr. and Mrs. J. Todd Faulkner
Ms. Janet L. Filipowski
Mr. and Mrs. John T. Fry
G. Carl Ball Foundation
Mr. Brian P. Garvin 12th
Mrs. Susan D. Gates
Gerald A. & Karen A. Kolschowsky
Foundation, Inc.
Mr. William C. Gifford and Ms. Adda
C. Gogoris
Dykema Gossett PLLC
GNU Ventures
Mr. and Mrs. Robert A. Gorman
Mr. and Mrs. John P. Grube
Mr. and Mrs. Robert F. Haeger
Mr. and Mrs. Chester M. Henry
Mr. and Mrs. James W. Herrmann
Mr. and Mrs. Robert A. Hesterman
Mr. and Mrs. Munn Heydorn
Mr. and Mrs. Robert H. Hilb
Mr. and Mrs. Frederick N. Hodge
Mr. and Mrs. Mark Hoppe
Mr. Kevin J. Huck
Mr. and Mrs. Stacey J. Huels
Mr. and Mrs. Michael A. Huesing
The Huizenga Foundation
Mrs. Patricia A. Johansen
John E. & Phyllis D. Kirkpatrick
Foundation
JP Morgan
Kal & Koeppel
Mr. and Mrs. Michael L. Keiser
Mrs. Joseph F. Kindlon
Mr. and Mrs. William Kindorf
King Family Foundation
Mr. and Mrs. Thomas E. Kirkenmeier
Mr. and Mrs. Gerald A. Kolschowsky
KRM Financial Services
Law Office of John Pankau
Mr. and Mrs. Thomas Leafstrand
Ms. Gloria Leetz
Mr. and Mrs. Frank D. Lester
Mr. and Mrs. Joseph F. Lizzadro
Mr. and Mrs. Douglas F. MacPhail
Dr. and Mrs. Richard A. Mannion
Marianjoy Rehabilitation Hospital
Mr. and Mrs. Richard J. McCann
Robert R. McCormick Tribune
Foundation
Mr. and Mrs. Robert V. McMahon
McMaster-Carr Supply Co.
Mr. and Mrs. Marlyn Meyer
Mr. and Mrs. Raymond C. Mines
Dr. and Mrs. Joseph Morrissey
Honorable Kenneth Moy and Mrs.
Patricia Dwyer Moy
Mr. and Mrs. Clay P. Naccarato
National City Bank of the Midwest
The Northern Trust Company
Mrs. Dorothy I. O’Reilly
Mr. and Mrs. Arthur E. Pape
Park National Bank
People For Pankau
PHN Architects
Mr. and Mrs. Neil E. Pollock
Mr. and Mrs. Byron M. Powell
Mr. and Mrs. Ian A. Rahal
Reese Family Charitable Foundation
Mr. and Mrs. R. Thomas Richardson
Mr. and Mrs. Cory T. Riedberger
Mr. and Mrs. Roger A. Ritzman
Mr. and Mrs. Robert G. Robertson
Ms. Christine M. Roche
Mr. and Mrs. Albert A. Rose, Jr.
Mr. and Mrs. Jerome Z. Schurmeier
Mr. and Mrs. David Sennett
Mr. and Mrs. George H. Shorney
Mr. and Mrs. J. Scott Sindelar
Ms. Margaret L. Sindelar
Ms. Nancy E. Sindelar and Mr. Mike
Freedman
Mr. and Mrs. Michael R. Sitrick
Mr. and Mrs. Andrew Skalkos
Smykal Associates
Solar Communications
Mr. and Mrs. Harlan J. Spiroff
Stephen J. Bloom Charitable Trust
Mr. and Mrs. Henry S. Stillwell
Mr. and Mrs. Jeffrey P. Stratton
Mr. and Mrs. Charles L. Strobeck
TD Ameritrade Institutional
Mr. Charlie A. Thurston and Ms. Nell
Santos
Mr. and Mrs. Victor K. Toft
Topfer Family Foundation
Trust Company of Illinois
United Way Metro Chicago
Mr. Theodore M. Utchen
Ms. Joyce Van Der Molen and
Dr. James Cook
Mrs. Barbara K. Vercoe
Mrs. Mary Eleanor Wall and
Mr. James M. Wall
Mr. and Mrs. Edward J. Walsh, Jr.
Washington Mutual Employee
Giving Program
Honorable Bonnie M. Wheaton
Ms. Dorothy B. White
Mr. and Mrs. Michael T. Williams
Mr. and Mrs. George Wiss
Wolf Financial Group
SCHOLARSHIP FUNDS
American Institute of Architects,
Northeast Illinois Chapter,
Scholarship Fund
For students pursuing architecture
degrees.
Pat Apiquian PHSCC Art Scholarship
Fund
For graduating art students at Plainfield
Central Campus High School.
Mr. and Mrs. Joren W. Apiquian
Plainfield High School Central Campus
Bell Family Scholarship Fund
For graduates of Glenbard East High
School in Lombard.
Jerry Bradshaw Memorial
Scholarship Fund
For single parents enrolled in the Health
Sciences program at College of DuPage
in Glen Ellyn.
Megan Bradshaw Memorial
Scholarship Fund
For graduates of Wheaton North High
School and Wheaton Warrenville South
High School.
Dorothy and Marvin Carney
Scholarship Fund
For graduates of York High School in
Elmhurst.
Raghu Chandran Memorial
Scholarship Fund
For graduates of Naperville Central
High School.
Mr. and Mrs. Donald N. Smith
Chicago Golf Club Scholarship Fund
For employees of Chicago Golf Club in
Wheaton and their families.
Anonymous
Daley Scholarship Fund
For graduates of Glenbard North High
School in Carol Stream.
Dennis Knowles Memorial
Scholarship Fund
For Graduates of Fenton High School in
Bensenville.
*Kimberly Lahner Memorial
Scholarship Fund
For graduates of Lake Park High School
in Roselle.
Arnold Les Larsen, FAIA Memorial
Scholarship Fund
For area AIAS chapter members who
have been accepted into a Master of
Architecture program at either the
University of Illinois at UrbanaChampaign or Chicago.
Ms. Lillian A. Herter
Mr. and Mrs. Robert V. Larsen
Mrs. Sandra Larsen
Lighting Dynamics Incorporated
Mr. and Mrs. Theodore E. Tenney
Ms. Virginia E. Tenzis
League of Women Voters of Glen
Ellyn Mary J. Luginbill Educational
Scholarship Fund
For graduates of Glenbard West High
School in Glen Ellyn.
Mr. Noah P. Luginbill
Houston J. Pineda Memorial
Scholarship Fund
For graduates of West Chicago High
Life Science Achievement Award
School.
Fund
Mr. and Mrs. Robert K. Breen
For graduates of Downers Grove North
Mr. and Mrs. Gordon C. Burleigh
High School.
Ms. Lori J. Chassee
*Jackie M. McNicholas Memorial
Mr. and Mrs. Donald F. Earley
Scholarship Fund
Mr. David C. Harms
For graduates of Wheaton Warrenville
Mr. and Mrs. John P. Jensen
South High School.
Mr. and Mrs. John H. Klingberg
Mr. and Mrs. Carlos A. Lage
Kevin Newman Memorial
Mr. and Mrs. Mark A. Memler
Scholarship Fund
Mr. and Mrs. Ronald R. Peterson
For graduates of Wheaton North High
Mr. Henry Pineda
School.
Mr. and Mrs. Jake Michael Pineda
Anonymous
Mr. and Mrs. J. Daniel Putignano
Mr. and Mrs. Wayne A. Bartosik
Ms. Natalie A. Smith
Mr. Zoltan Bodnar and Mrs. Deborah
Sons of American Legion Post #300
Testa Bodnar
West Chicago Roofing
Carol Stream Youth Football
Association, Inc.
George S. Samatas Educational
Central DuPage Health Foundation
Scholarship Fund
Central DuPage Hospital
For Lexington Square and Health Care
Cheryl Blum Graphic Design
Centers employees and their families.
Ms. Patricia F. Ciserella
Susan Sauer Memorial Scholarship
Mr. and Mrs. Thomas P. Conner
Fund
Mr. and Mrs. Emmett Cratty
For graduates of Wheaton Warrenville
Mr. and Mrs. Donald A. Dewar
South High School in Glen Ellyn.
DuPage County Family Center
Ms. Barbara Sauer Pemberton
Mr. and Mrs. Michael Dwyer
Mr. and Mrs. Joseph P. Sauer
Equity Insurance Agency, Inc.
Mr. and Mrs. Donald F. Slapak
Mr. and Mrs. James J. Frederick
Susan and Gerald Stewart
Haynes Electric, Inc.
Scholarship Fund
Mr. and Mrs. Peter S. Hetrick
For graduates of Glenbard South High
Ms. Maureen E. Houlihan
School in Glen Ellyn.
Mr. and Mrs. John G. Justice
Mr. and Mrs. Gerald A. Stewart
Mr. and Mrs. Frederick J. Karier
Mr. and Mrs. David W. Lautz
Brian Taylor Memorial Scholarship
Ms. Jane Newman
Fund
Mr. and Mrs. George H. Niemeyer
For graduates of Hinsdale South High
Mr. and Mrs. Chuck C. Nowak
School in Darien.
Ms. Diane F. Nowak and Ms. Susan L.
Team Illinois Hockey Club
Schrank
Scholarship Fund
PACER Decorating, Inc.
For participants of the Team Illinois
Ms. Patricia Parisi
Hockey Club.
Mr. and Mrs. John F. Patterson
AON Foundation
Ms. Marcia Pedersen and Ms. Kristin
Mr. Paul R. Davies
Sintich-McCart
Mr. and Mrs. Robert W. Fehrmann
Mr. and Mrs. John W. Perozzi
Grand Traverse Regional Community
Mr. and Mrs. William R. Pieper
Foundation
Mr. Jeffrey P. Potter
Mr. and Mrs. Randall R. Simpson
Orvin Wilkin Memorial Scholarship
Mr. and Mrs. Malcolm Wadland
Fund
Ms. Dorothy M. Walton
For graduates of Willowbrook High
Washington School
School in Villa Park.
Wheaton North High School
Mr. and Mrs. Manfred F. Wolf
Dr. and Mrs. F. Paul Mooring
Mr. and Mrs. William Storm
*Janice Newmann Memorial
Scholarship Fund
For graduates of York High School in
Elmhurst who are pursuing degrees in
Elementary Education.
Paul D. Pierotti Memorial
Scholarship Fund
For DuPage County high school graduates who plan to work toward careers in
natural resource management or other
environmentally-related fields of study.
Mr. and Mrs. Wallace H. Brown
Family Foundation
DuPage Graue Mill Corporation
Mr. and Mrs. Duilio Pierotti Jr.
To establish a fund, please
contact the Foundation
at (630) 665-5556. To
contribute to an existing
fund, please use the
envelope provided.
Jerry Bradshaw
Foundation donors Susan and
Gerald Stewart of Wheaton with their
scholarship fund’s first recipient,
Amelia Yang (center), a 2007 graduate of Glenbard South High School.
Our apologies to the following donors whose names were
inadvertently omitted from our list of FY06 contributors to
the Operating Fund in last year’s report:
The Daly Family Foundation
Franzen Family Foundation
Mr. and Mrs. Stacey J. Huels
Ms. Susan R. Kuczera
STATEMENT OF
FINANCIAL POSITION
ASSETS
June 30,
2007
2006
Cash and cash equivalents
Prepaid expenses and other
Unconditional promises to give
Investments
Re-insurance contract
Property and equipment, net
$2,140,218
27,948
404,168
22,255,092
357,737
7,740
$1,816,881
18,522
584,922
17,882,607
386,789
10,034
Total assets
$25,192,903
$20,699,755
$5,410
20,000
5,180,960
357,737
$3,020
3,598,198
386,789
$5,564,107
$3,988,007
2,371,204
289,981
347,837
2,155,974
340,331
261,202
3,009,022
2,757,507
Temporarily restricted
Permanently restricted
2,504,057
14,115,717
1,230,138
12,724,103
Total net assets
$19,628,796
$16,711,748
Total liabilities and net assets
$25,192,903
$20,699,755
LIABILITIES AND NET ASSETS
Liabilities:
Accounts payable and accrued expenses
Grants payable
Agency funds
Annuity payable
Total liabilities
Net assets:
Unrestricted:
General endowment
Administrative endowment
Operating
Fiscal Year 2007
Financial Highlights
■ Donor-Advised Funds (26%)
■ Unrestricted Funds (22%)
July 1, 2006 – June 30, 2007
Total Assets
Total Contributions Received
Total Grants
Foundation Assets
by Fund Type
$25,192,903
$2,007,503
$1,085,879
■ Agency Funds (20%)
■ Field of Interest Funds (19%)
■ Scholarship Funds (7%)
■ Operating Funds (3%)
■ Designated Funds (2%)
■ Fiscal Agency Funds (1%)
statement of activities
STATEMENT OF ACTIVITIES
Temporarily Permanently
Unrestricted Restricted Restricted
Support and revenue:
Gifts, bequests, and grants
Interest and dividend income
Net investment gains
Fees
Net assets released from
restrictions
$312,135
92,679
321,476
43,830
Total expenses
Increase in net assets
Net assets, beginning of year
Net assets, end of year
471,744
1,716,121
-
1,217,700
Total support and revenue $1,987,820
Expenses:
Grants awarded
Grant-making activities
Management and general
Fund raising
$
$1,695,368
-
(913,946)
For the Year Ended
June 30,
2007
2006
$2,007,503 $2,375,050
564,423
482,059
2,037,597
844,891
43,830
32,511
(303,754)
-
-
$1,273,919
$1,391,614
$4,653,353 $3,734,511
$1,085,879
267,462
174,512
208,452
$
-
$
-
$1,085,879
267,462
174,512
208,452
$1,736,305
$
-
$
-
$1,736,305 $1,401,067
251,515
1,273,919
1,391,614
2,757,507
1,230,138
12,724,103
$3,009,022
“The Foundation’s
Investment
Committee meets
regularly with investment managers to
monitor performance
and processes.
Through their sound
approach, the
Foundation’s annual
returns (net of fees)
have yielded 9% on
average across the
last three years compared to a market
benchmark of 7%.”
2,917,048
$820,078
247,274
141,162
192,553
Clay P. Naccarato, Principal,
Molto Capital, Inc.
DuPage Community
Foundation Trustee
2,333,444
16,711,748 14,378,304
$2,504,057 $14,115,717 $19,628,796 $16,711,748
The fiscal year 2007 audit for The DuPage Community Foundation was performed by Wolf & Company LLP and accepted
on October 5, 2007, by The DuPage Community Foundation Board of Trustees. These summarized financial statements are
condensed from the audited statements which are available from the Foundation upon request.
foundation investment performance history
25.00%
■ Foundation Annual Return
(Net of Fees)
■ Weighted Benchmark
60% S&P/40% LB AGG
20.00%
19.70%
18.48%
15.00%
14.28%
For current information regarding
the Foundation’s investment
performance or a listing of its
money managers and their
respective fees, or to obtain a
copy of our Statement of
Investment Policy or most recent
audit, please contact the
Foundation at (630) 665-5556.
11.11%
10.00%
9.00%
8.30%
6.93%
6.17%
5.00%
6.22%
3.99%
0.00%
2003
2004
2005
calendar year
2006
2007
FY07 Grants from
Field of Interest and
Unrestricted Funds
The DuPage Multi-Cultural Dance
Troupe provides affordable dance
instruction with many far-reaching
benefits. Amidst neighborhoods
often ridden by gang activity, children benefit from a positive, supervised activity which fosters teamwork, physical fitness, self esteem,
and artistic self expression. Area
communities benefit from viewing
performances which teach cultural
awareness and provide entertainment by joyful children of a different culture. The group had a difficult start when the church building
in which they practiced was claimed
by fire. The dancers perform for a
variety of church fundraisers, community parades, at area convalescence homes, and as pictured here,
at the Foundation’s awards breakfast
for grant recipients on June 27, 2007.
Grant monies were used to obtain
material and accessories for their
costumes, and other operating
expenses such as bus transportation
to and from performances.
To help the community meet its most pressing needs or make a difference
in a broad field of interest, donors have created field of interest and
unrestricted funds at the Foundation. These funds rely on the Foundation’s
program experience and expertise for grantmaking. In addition, grants are
made from donor-advised and other restricted funds throughout the year.
ARTS AND CULTURE
Acappellago, Westmont
For general operating expenses including underwriting
transportation of seniors to concerts.
$ 2,000
The Awakenings Project, Glen Ellyn
For studio rent and art supplies for programs designed
for artists with mental illness.
3,000
Downers Grove Choral Society, Downers Grove
General operating support for the 2006-2007 season.
1,500
DuPage Multi-Cultural Dance Troupe, Winfield
General operating support for the instruction of low-income
Hispanic children in folkloric dance.
2,000
DuPage Symphony Orchestra, Warrenville
General operating support to help expand outreach efforts.
5,450
Elmhurst Art Museum, Elmhurst
For the 2007 Scholastic Art Awards Exhibition for junior
high and high school art students.
Naperville Men’s Glee Club, Naperville
For partial salary support.
5,000
Senior Suburban Orchestra, Westmont
For “Audience-Without-Access” program expenses.
4,145
Youth Jazz Ensemble of DuPage, Downers Grove
For rent of rehearsal and performance space.
3,000
Wheaton Drama, Inc., Wheaton
For on-going operating expenses related to the new theater.
5,000
10 Grants
The Lombard-Villa Park Food
Pantry served more than 1,200
households in Lombard, Villa Park,
and Oakbrook Terrace. Grant monies
from the Foundation went directly
to the purchase of food for pantry
clients. There is no paid staff. All
mailings, travel and bookkeeping
expenses are covered by their volunteers, and a church provides their
space and utility expenses.
$ 46,095
CIVIC AFFAIRS AND HISTORIC PRESERVATION
Citizen Advocacy Center, Elmhurst
To support programs and projects focused on building democracy.
5,000
Maple Street Chapel Preservation
Society, Inc., Lombard
To partially cover the cost of refinishing the Reade Room.
7,000
Prairie State Legal Services, Inc., Carol Stream
For partial salary support of an attorney to help low-income and
elderly persons in obtaining medical benefits and related legal needs.
3 Grants
15,000
11,425
$ 23,425
Unrestricted Funds
At one of Senior Suburban Orchestra’s innovative “sideby-side” concert/ workshops for elementary school children, a young violinist at Whittier School in Downers
Grove confers with stand partner Fred Kirkland before the
concert. Fred is in his upper 80’s and attributes playing in
the orchestra to keeping him young. The Orchestra, whose
motto is “Touching Hearts thru Music,” also provides educational and entertaining orchestral performances to groups
lacking the physical mobility or financial resources to
attend traditional public programs. In 2006 the Illinois
Council of Orchestras gave statewide recognition to the
group with the “Community Relations of the Year” award
in recognition of their unique contribution to dozens of
communities in the DuPage County area. A grant from the
Foundation was used to fund expenses such as concert fee
subsidies for the “Audience-Without-Access” program.
Western DuPage Special Recreation Association provides
inclusion support to before- and after- school programs, an
important benefit to families facing few choices of daycare
programs with the facility or trained staff to accommodate
their child’s special needs. Pictured above on the right is
Trevor, an inclusion participant enjoying an after-school
activity with a friend. The experience helps children with
disabilities improve in both cognitive and social skills. It also
helps children without disabilities learn to respect differences
in people, to be more comfortable with individuals who have
disabilities, and to enjoy a special friendship.
Senior Suburban Orchestra
Carmen came to Donka, Inc. to learn voice activation
software because of her limited hand and arm mobility.
A $10,000 general operations grant from the Foundation
helped the organization expand its program to serve more
high school-aged students with disabilities. These students
will soon transition out of secondary school and will benefit
from Donka’s specialized training programs. They can
sharpen their computer skills and learn to use the assistive
technology they will need to help them be competitive in
the college classroom and out in the workplace.
Donka, Inc.
Western DuPage Special Recreation Association
The People’s Resource Center
The Conservation Foundation
The People’s Resource Center Homeless Prevention
Program is designed to ensure families achieve and maintain
self-sufficiency. Homelessness often occurs when families
living month to month are faced with an emergency situation
such as a car repair or a medical expense. Their coordinated system includes one-on-one assessments of client
needs with their social work staff, connections to other
agencies and benefits, financial support for emergency
rent or mortgage needs to prevent eviction or foreclosure,
collaboration with other housing assistance agencies, and
leading advocacy efforts for adequate funding and housing
efforts in DuPage. Pictured is the Homeless Prevention
Program in action — Housing Coordinator Tonya Latson
meets with a client to conduct a housing assessment.
“Those who contemplate the beauty of the Earth find
reserves of strength that will endure as long as life lasts.”
~Rachel Carson The mission of The Conservation
Foundation is to preserve natural areas and open space,
protect rivers and watersheds, and promote stewardship of
our environment. One of the ways it achieves its mission is
through the Rain Garden Initiative which works with
“mother nature” across the county to keep the water where
it falls utilizing plants that can tolerate standing water and
fluctuating water levels.
EDUCATION
Bridge Communities, Inc., Glen Ellyn
For the Children’s Services Program serving families in
the transitional housing program.
College of DuPage Foundation, Glen Ellyn
For the Building Stronger Non-Profits Initiative of the
Academy for Non-Profit Excellence.
$ 5,000
7,500
Donka, Inc., Wheaton
For the Computer Training and Job Placement Program
offered at no-cost to individuals with disabilities.
10,000
DuPage Graue Mill Corporation, Oak Brook
For general operating expenses.
10,000
Elmhurst College, Elmhurst
For the Holocaust Trunk Education Project which will provide
educational experiences to middle school teachers and students.
5 Grants
8,237
$ 40,737
ENVIRONMENTAL
The Conservation Foundation, Naperville
For the DuPage Rain Garden Initiative.
$ 15,000
Morton Arboretum, Lisle
For the Youth Science Education Outreach Program for
low-income elementary schools.
9,000
Special Initiative Grant to The Conservation Foundation
Sponsorship of the 2007 DuPage Environmental Summit.
3,000
3 Grants
$ 27,000
HEALTH
Access DuPage, Carol Stream
For the Pharmacy Benefit Program for low-income,
medically uninsured patients.
The Community House, Hinsdale
For the Intensive Outpatient Psychotherapy Program.
DuPage Community Clinic, Wheaton
For salary support of a bi-lingual patient service
representative and equipment for the Dental Clinic.
$7,500
5,000
15,000
National Alliance on Mental Illness DuPage, Wheaton
For the Connections Program at Linden Oaks Hospital.
5,000
Northeast DuPage Special Recreation Association, Addison
To help offset “leisure buddy” (inclusion assistant/interpreter)
expenses for the summer season.
5,000
RRAF, Lombard
General operating support to help expand day care
services for adults with developmental disabilities.
5,000
Samaritan Interfaith Counseling Center, Naperville
For the Fee Subsidy Program.
10,000
Western DuPage Special Recreation Association,
Carol Stream
For support of services provided to before and after
school programs.
5,000
8 Grants
$ 57,500
HUMAN SERVICES
Addison Community Switchboard, Addison
Support for general emergency and medical assistance
to seniors.
$ 5,000
Bensenville-Wood Dale Food Pantry, Bensenville
For the purchase of a commercial freezer and refrigerator.
4,000
Community Career Center, Naperville
For general program support including the salary of
the associate director.
5,500
Community Housing Association of DuPage, Villa Park
For the Sliding Scale Rent Program.
15,000
DuPage Homeownership Center, Wheaton
Support for the Affordability Housing Task Force.
5,000
DuPage Senior Citizens Council, Lombard
For the Senior Nutrition Program.
7,000
Illinois Independent Living Center, Naperville
General operating support to defray the cost of the
Homemaker Agency Program.
7,500
Itasca Walk-In Ministry, Itasca
For the Emergency Assistance Program.
3,500
Loaves & Fishes Community Pantry, Naperville
For the Community Food & Nutrition Program.
5,000
Lombard-Villa Park Food Pantry, Lombard
For the purchase of food and household items.
5,000
Naperville Cares, Naperville
For the Centralized Services Program which provides
emergency financial assistance and case management
to low-income individuals.
5,000
NCO Youth & Family Services, Naperville
For the DuPage Youth Transitional Living Program for
homeless young men ages 18-21.
7,500
Northern Illinois Food Bank, St. Charles
For the Meat Distribution Project providing nutritious
frozen meat to low-income residents through DuPage
food pantries.
15,000
Outreach Community Ministries, Wheaton
For the expansion and reconfiguration of the reception
area at Outreach Community Center in Carol Stream.
10,000
Parents Alliance Employment Project, Lisle
Support for a part-time Employment Specialist who will
provide job training for disabled students enrolled in the
Vocational Skills courses at College of DuPage.
6,000
People’s Resource Center, Wheaton
To partially support staff salaries for the Homeless
Prevention Program.
5,000
Senior Home Sharing, Inc., Wheaton
For partial salary support of the director of
resident services.
7,000
Walk In Ministry of Hope, Downers Grove
For the Special Needs Fund and staff training.
5,000
Woodridge Community Pantry, Woodridge
For partial salary support of a part-time pantry
co-coordinator position.
3,000
Xilin Association, Naperville
To provide public benefit assistance to low-income and
underserved Asian elderly populations.
5,000
Yorkfield Presbyterian Church Food Pantry, Elmhurst
For the purchase of food and food certificates.
5,000
21 Grants
$ 136,000
Total Field of Interest and Unrestricted
Grants Awarded: 50
Million Dollar
Milestone...
The Foundation awarded more than
$1 million in grants from restricted
and unrestricted funds for the first
time in a single year, representing
an increase of 36% over total grants
awarded in fiscal year 2006!
$330,757
Historic Grant Distributions
1,100,000
1,000,000
900,000
800,000
700,000
600,000
500,000
400,000
300,000
200,000
100,000
0
96 97 98 99 00 01 02 03 04 05 06 07
FY FY FY FY FY FY FY FY FY FY FY FY
A COMMUNITY NEED
A COMMUNITY RESPONSE
On March 31, 2007, a microburst (winds reaching up to 105 miles per hour with heavy rains) struck
the Carol Stream area causing substantial damage to the Covered Bridges apartment complex. 98
families were impacted by the storm — 41 were permanently displaced. Most of the displaced
families lost everything.
Outreach Community Ministries quickly responded by organizing a recovery plan and Emergency
Response Fund to help resettle the families displaced by the storm. The Foundation reached out to
its donor-advisors and to its Board of Trustees to ask for their assistance in helping Outreach
Community Ministries address this crisis.
As a result, $7,500 was contributed from eight donor-advised funds (Beaman, Beles, Daley, Gillett,
LeFort-Martin, Mulholland, Naccarato, and Shebik), and the amount was then matched by the
Foundation, above and beyond its grant budget, together with the support of its entire Board and
special gifts from Itasca Bank & Trust Co. and Trustee Nancy Sindelar.
On April 13, less than two weeks later, the Foundation awarded a $15,000 grant to Outreach
Community Ministries, 25% of its goal for the Emergency Response Fund! Contributions assisted
families with the replacement of clothing, furniture and other household items, as well as the purchase
of school supplies and moving expenses.
By April 27, four weeks after the disaster, 36 of the 41 families displaced were resettled in the area.
Three families moved out of the area, and two remained under the care of Outreach Community
Ministries.
In the words of our partner at Outreach Community Ministries, Chris Ellerman, the agency’s executive director: “Thank you for leading the way through your work with The DuPage Community
Foundation. A thank you to the Foundation and its Board is in order for responding immediately
with an offer to help — this quick action stirred others to respond in kind. This team effort produced
a very successful outcome for most of the families - I hope you will accept our congratulations for
an act of compassion well done.”
“I couldn’t be prouder to work for a foundation whose staff, donors and board members saw an
opportunity to help our neighbors in crisis and responded with such support and generosity, and in
such a timely manner,” said Dave McGowan, Foundation president. “Donor Paul Daley thanked us
for leading the collaboration and added that he now can add a personal story of responsiveness to the
list of attributes of the Foundation.”
Since 1991 Outreach Community Ministries has received nearly $85,000 in support from The
DuPage Community Foundation through grants from its Discretionary Grant Program and various
donor-advised funds.
INVESTING IN OUR YOUTH:
2007 Scholarship Awards
Fund
Recipient
Name of High School
and Location
College Attending
Bell Family Scholarship Fund
Stephanie Johnston
Glenbard East, Lombard
Megan Bradshaw
Memorial Scholarship Fund
Megan Bradshaw
Megan Bradshaw
Megan Bradshaw
Megan Bradshaw
Megan Bradshaw
Dorothy and Marvin Carney
Scholarship Fund
Raghu Chandran
Chicago Golf Club
Scholarship Fund
Chicago Golf Club
Scholarship Fund
Colleen Antas
Wheaton North
Grace Delaney
Wheaton Warrenville South
Courtney Otto
Jack Thornburg
Wheaton North
Gregory Weigand
Matthew Willems
Wheaton North
Kathleen Marcotte
York, Elmhurst
Devin Whitehouse
Naperville Central
Katherine Kennedy
Glenbard North, Carol Stream
Ryan Schumacher
Meghan Bescher
Glenbard North
Angela Hughes
Glenbard North
Dee Marie Kaiser
Glenbard North
Justine Rehak
Glenbard North
Dennis Knowles
League of Women Voters of
Glen Ellyn/Mary J. Luginbill
Educational Scholarship Fund
Life Science Achievement Award
Scholarship Fund
Paul D. Pierotti
Houston J. Pineda
Susan Sauer
Susan and Gerald Stewart
Scholarship Fund
Brian Taylor
Orvin Wilkin
Orvin Wilkin
Charles Lee
Fenton, Bensenville
Ashley Robinson
Glenbard West, Glen Ellyn
Purdue University,
Lafayette, IN
Northwestern University,
Evanston, IL
Carthage College,
Kenosha, WI
Webster University,
St. Louis, MO
Illinois Wesleyan University,
Bloomington, IL
Augustana College,
Rock Island, IL
Marquette University,
Milwaukee, WI
Maryland Inst. College of Art
Baltimore, MD
University of Illinois,
Urbana-Champaign, IL
Carthage College,
Kenosha, WI
Case Western Reserve Univ.
Cleveland, OH
University of Notre Dame,
Notre Dame, IN
Calvin College,
Grand Rapids, MI
Rush University,
Chicago, IL
University of Illinois at Chicago,
Chicago, IL
Augustana College,
Rock Island, IL
Michal Bonar
Downers Grove North
Justin Kania
Waubonsie Valley, Aurora
Megan Stuhr
West Chicago
Kara Greene
Amelia Yang
Glenbard South, Glen Ellyn
Joel Dockery
Hinsdale South, Darien
Guillermo Flores
Willowbrook, Villa Park
Michelle Trapani
Willowbrook
University of Wisconsin-Stevens Point,
Stevens Point, WI
University of Iowa,
Iowa City, IA
University of Chicago,
Chicago, IL
Bradley University,
Peoria, IL
Southern Illinois University,
Carbondale, IL
Elmhurst College,
Elmhurst, IL
$51,500 in scholarships awarded to 25 students from 15 DuPage area high schools
Good things don’t just
happen to a community.
They are the result of sound community choices.
In 2006 the Foundation, as part of its Communityworks Initiative,
convened area experts for constructive discussion and debate about the
various needs, resources, barriers and opportunities related to some
of the most compelling issues facing our community. Based on the
priorities that emerged from those sessions, The DuPage Community
Foundation has made the choice to build community partnerships aimed
at achieving the following outcomes:
■ Access for every child to quality care and education that will
propel them on a course of lifelong learning and opportunity, while
at the same time expand employment choices for their parents.
■ Availability of a diverse housing stock for all income levels from
recent graduates to working families to senior citizens, with an
emphasis on mixed-use sustainable developments.
Access to Quality Childcare and Education
The current situation:
Birth to age 5 is the most critical stage of brain development; yet, our public school
system does not begin educating children until age 5 or 6. The average cost of full-time
center-based childcare in DuPage costs $202 per week according to the YWCA.
Over one year, that cost totals more than three times the tuition at the College of
DuPage, and even rivals the cost of tuition at the U of I.
According to the Illinois Facilities Fund’s 2003 “Statewide Early Childhood Care and
Education Needs Assessment for Illinois”, of all 102 counties in Illinois, DuPage
County ranked sixth in the top ten high need counties. DuPage has the third highest
all-income childcare gap between the number of children in need of services and the
number of existing slots. DuPage ranked as the second highest county in need of
Young children learning at Outreach
Community Ministries.
DuPage
County has
seen the
highest
growth in
low-wage
service sector
jobs of any
county in
the region.
BPI Chicago 2007
Head Start (for three- to five-year-olds living in families at or below the Federal Poverty Level) and
Pre-K (for three- to five-year-olds at risk of educational failure due to such determinants as nonEnglish speaking, disability or special needs, low birth weight, teenage mother). According to the
YWCA, 39% of three- to four-year-olds in DuPage County live at 140% of the poverty level, but
are not being serviced by Head Start programs.
DuPage’s economy, like that of the rest of the country, is seeing an increase in low-wage service
sector jobs. Such jobs have grown at more than three times the rate of higher paying manufacturing
jobs since 1970. DuPage County has seen the highest growth in low-wage service sector jobs of
any county in the region. (BPI Chicago 2007) According to the Illinois Department of
Employment Security, an estimated 20,000 new jobs come into DuPage each year, but two-thirds of
them are minimum-wage jobs. (United Way DuPage Community Needs Assessment Report 2005)
According to the 2007 State of Working in DuPage County report by the DuPage Workforce Board,
in 2007 there were 142,000 employees in the hospitality services industry in DuPage (85,000 in retail
sales, 12,000 in arts and entertainment, and 45,000 in accommodations and food service). This sector
is expected to undergo high growth with 38,000 new and replacement jobs projected in the next
10 years.
All are impacted:
Children of working families with moderate incomes have the fewest early learning options because
their parents earn too much for subsidized programs, but can’t afford high-quality private programs.
The state’s program has more than 10,000 eligible preschoolers from low income families on waiting
lists as well. Children from higher-income families have more access to early learning programs,
but the quality is not necessarily high. (Illinois Early Learning Council 2006)
According to a report by Action for Children, Chicago Metropolis 2020, and the Illinois Facilities
Fund, every dollar invested in quality Early Childcare and Education saves up to $17 on government expenditures by reducing costs in areas such as remedial education.
Early brain development is critical to future academic aptitude and ultimately the talent of our future
workforce and our community’s economic vitality.
Starter or “Empty Nest” Homes:
The current situation:
Home prices have risen dramatically. The median value for a single-family home in DuPage rose
to $340,000 in 2006. (Illinois Association of Realtors 2006) In the last ten years, the average
increase in home prices across DuPage was 120% and only two communities in DuPage did not
exceed 100%. (Chicago Magazine October 2007)
Occupation
Combined
Affordable
Actual Median
Median Wage ,
Home Price ,
Home Price
(% of Families
(% of all homes
in County at
for sale at
that income
that price4)
1
3
The Gap
5
level2)
Preschool Teacher and
Police Officer
$72,568
(51%)
$217,704
(9.5%)
$340,000
$122,296
Fire Fighter and
Nursing Aide
$62,933
(44%)
$188,799
(5.8%)
$340,000
$151,201
Receptionist and
Security Guard
$46,316
(29%)
$138,948
(1.3%)
$340,000
$201,052
Home prices outpace incomes. Median home values increased by about 40% between 2000 and
2004. However, median incomes rose only 3.4% between 2000 and 2004. (U.S. Census 2000 and
American Community Survey (U.S. Census) 2005; Multiple Listing Service)
More than one third of homeowners in DuPage struggle. The percentage of homeowners paying
more than 30% of their income on housing costs rose to about 34% in 2005. (U.S. Census 2000
and American Community Survey 2005)
1
Illinois Department of Employment
Security for DuPage County 2006.
2
American Community Survey 2005.
3
Calculated as three times yearly salary.
4
Based on one-day MLS snapshot of
single-family detached homes for
sale in DuPage on 7/25/06. (Business
and Professional People for the
Public Interest)
5
Illinois Association of Realtors 2006.
Two wage earners in the family can no longer fill the gap. The combined salary of a fire fighter
and an elementary school teacher would still not be enough to afford the median home value in
DuPage County. (Based on Illinois Department of Employment Security median salary figures for
DuPage County 2006).
How it affects the entire community:
Housing shortage = Traffic congestion. Since 1970, DuPage has seen a 478% increase in the
number of commuters coming into DuPage to work. That’s higher than any of the other five counties
in the region, including Cook. Now, almost half the commuters coming to DuPage each day come
from elsewhere in the region. (Recommendations for Developing Attainable Workforce Housing in
the Chicago Region, Chicago Metropolis 2020, 2002)
The environment suffers from the increased pollution arising from longer commutes.
Parents who can’t afford to live close to work face expensive and long commutes. Long commutes
translate to lost time spent with family. This in turn can lead to a host of other social problems
impacting the entire community.
Seniors who can’t afford to live close to family lose the support they need to live actively and
independently. People with limited incomes cannot afford to buy groceries or pay for proper health
care after covering home related expenses, and may become dependent on public resources, or do
without.
Communities without lower priced or starter homes will face difficulties attracting and retaining
essential workers, like nurses, teachers, police officers and service industry workers. The aging of
the baby boomers will also contribute to the shortage of skilled workers. Businesses whose employees do live far from work have higher rates of absenteeism and job turnover, which makes them
less competitive. (The Illinois Housing Roundtable)
Phil Smith, Director of Community Services at DuPage County, recently addressed the Foundation’s
Grant Committee on pressing issues facing DuPage now and in the future. He pointed out that
DuPage County demographics are changing very rapidly, and one of the biggest challenges in the
county is for the human services delivery infrastructure to keep up with this change. He went on to
explain, “Our population is much more culturally, linguistically, and economically diverse than it was
only a few years ago, and the growth of our senior population is even outpacing the high growth
rates at the state and national level.”
The Foundation continues to build its partnerships with the DuPage Homeownership Center, DuPage
United, and local business and government leaders to achieve plans made for breaking down barriers
to preserve and enhance the existing stock of starter homes in DuPage County, educating and training community leaders, and recognizing best practices. Similarly, through partnerships with the
YWCA Childcare Resource & Referral and Positive Parenting DuPage, the Foundation is supporting
an investment in capacity-building efforts for childcare providers.
Please contact the Foundation at (630) 665-5556 to learn more about how you can get involved in
this initiative.
“Our population is much more culturally, linguistically, and
economically diverse than it was only a few years ago, and the
growth of our senior population is even outpacing the high growth
rates at the state and national level.”
Phil Smith
Director of Community Services
DuPage County
FY 07 FOUNDATION
COMMITTEES AND STAFF
FOUNDATION
STAFF
The DuPage Community Foundation is privileged to benefit from the expertise and efforts of many
individuals who give generously of their time and talents. We are pleased to recognize and thank the
following volunteers for their invaluable service during the past fiscal year (July 1, 2006-June 30, 2007):
Dave Aldridge, Vice Chair
Carson Yeager, Secretary
Norm Beles, Treasurer
George Gilkerson, Immediate
Past Chair
Investment
Committee
Laurie McMahon, Chair
Norm Beles, Treasurer, Finance
Chair
Steve Burt
Board Development
Financial
Deborah Duvair*
Committee
Operations
Will Gillett*
George Gilkerson, Chair
Committee
Emmett Malloy
Jo Beavers
Charlie Thurston, Chair*
Clay Naccarato
Frank Hudetz
Norm Beles, Treasurer, Finance Chuck Neff*
Chair
Nancy Sindelar
Bylaws Committee
Mike Huesing*
Jack Mensching, Chair
Nancy Sindelar
Next Generation
George Gilkerson
Initiative Steering
Janet Hodge
Grant Committee
Committee*
Dave Aldridge, Chair
Tim Franzen, Chair
Development
Irene Antoniou*
Namit Bammi
Committee
Anna Ball
Tom Bennington, Jr.
Carson Yeager, Chair
Dalip Bammi
Mike & Lisa Bock
Anna Ball
Betty Bradshaw*
Lisa & Paul Daley
Dalip Bammi
Cleo Burtis*
Bill Deitch
Cleve Carney*
Brett Dale
Don Ensing
Carole Cline*
Pat deRosset*
Neil Goltermann
Gwen Henry*
Janet Hodge
Kirsten Izatt
Emmett Malloy
Joe Lizzadro*
Linda Raymond
Kathy Sedivy*
Laurie McMahon
Dave Scatterday
Nancy Sindelar
Joan Morrissey, Chair Elect
Susan Sup, DDS
Lisa Wagner*
Gene Ognibene*
John Vires
Al Savino*
Lisa Wagner
Executive
Nancy Sindelar
Joyce Webb
Committee
Marilyn Spiroff*
Jack Mensching, Chair
Audit Committee
Matt Booth, Chair*
Emmett Malloy
Carson Yeager
(Bloomingdale)
President
Cindy A. Adams
(Wheaton)
Office Manager
Julie L. Carlsen
(Naperville)
Associate Grants Coordinator
*Denotes non-board member
Bonnie L. Heydorn
(Winfield)
Director of Grants
Welcome
Prior to joining the Foundation in January 2008, Mitrenga served as executive director of Loaves
& Fishes Community Pantry in Naperville. During her tenure there, she collaborated with many
community groups to improve the quality of life in the Naperville area, including the Naperville
Family Resource Center, Naperville Networking, the Naperville Area Chamber Not for Profit
Network, and DuPage Community Hunger Network, among others. She also took an active
volunteer role with the Naperville Junior Woman’s Club and the Naperville School District, and
worked for many years in human resources management with the Hewlett Packard Company.
Mitrenga holds a master’s degree in Community and Organization Development from Loyola
University, and an undergraduate degree in Business Management from Elmhurst College. She
has been a resident of DuPage County for the past 30 years, and currently resides in Naperville.
Joanne W. Mitrenga
(Naperville)
Director of Development
Michael R. Sitrick
(Lombard)
Manager of Development
FY 07 BOARD OF TRUSTEES
WELCOME NEW
FY 08 TRUSTEES
Richard W. Kuhn,
(Naperville)
Kuhn is a founding
partner of the
Naperville-based law
firm Kuhn, Heap &
Monson where he
concentrates in the
areas of real estate,
estate planning and
corporate law. He
earned his Bachelor of Science degree in
political science from Bradley University,
where he graduated magna cum laude, and
his law degree, with honors, from the Illinois
Institute of Technology, Chicago-Kent College
of Law. He is a former chairman of the
DuPage County Bar Association Real Estate
Committee and served as co-editor of the
Real Estate Council of the Illinois State Bar
Association. A life-long Naperville resident
and active community leader, Kuhn is a past
president of the Naperville Area Chamber of
Commerce and a former adjunct professor
of business law at North Central College in
Naperville. Kuhn also served as the cochair of the Naperville United Way Annual
Campaign, and currently serves as chairman
of the Naperville Development Partnership.
Dick and his wife Mary have four children.
Daniel Maguire,
(Naperville)
Currently CEO
of Executive
Construction, Inc. and
previously vice president and general manager of the Chicago
territory of Turner
Construction, Maguire
is well known as a
construction industry executive, civic leader,
and educator. He has been active in promoting minority participation in construction
and was appointed by Mayor Daley to the
City of Chicago Affirmative Action
Commission in 1989. Since 1993, Maguire
has served as an adjunct instructor in the
Graduate School of Engineering at
Northwestern University. He holds an MBA
from the University of Chicago and a
Bachelor of Science in Civil Engineering.
Some of his community activities include
serving as board president of both the Chicago
Architecture Foundation and East West
Corporate Corridor Association, an advisor
to the Chicago Housing Authority, a director
of the Chicago College of Osteopathic
Medicine board, and a board member for
CoACH Care Center in Naperville. Dan and
his wife Beth are 30-year residents of
Naperville and have two grown children.
Chair
Jack E. Mensching,
Itasca
Vice Chair
David P. Aldridge,
Wheaton
Wilton Industries, Inc.
Treasurer
Secretary
Norman J. Beles,
Carson R.Yeager,
Hinsdale
Hinsdale
The Northern Trust Company Belcorp Financial
Services, Inc.
Dailp Bammi,
Wheaton
Bammi & Associates, Inc.
Josephine Beavers,
Oak Brook
Stephen M. Burt,
Glen Ellyn
Duff & Phelps LLC
Brett M. Dale,
Wheaton
Huck Bouma PC
George N. Gilkerson Jr.,
Glen Ellyn
Dykema Gossett PLLC
Janet A. Hodge,
Elmhurst
Frank C. Hudetz,
Lisle
Solar Communications,
Inc.
Emmett P. Malloy Jr.,
Oak Brook
E.M. Enterprises, Inc.
Laurie K. McMahon,
Hinsdale
Raymond C. Mines,
Naperville
Anna C. Ball,
Glen Ellyn
Ball Horticultural Co.
TRUSTEES EMERITI
Joan S. Morrissey,
Wheaton
Clay P. Naccarato,
Hinsdale
Molto Capital, Inc.
Nancy E. Sindelar,
Lombard
Betty J. Bradshaw
Cleve E. Carney
Carole J. Cline
Elizabeth D. Eben*
Willis M. Gillett
Joseph F. Kindlon*
Jack T. Knuepfer*
*deceased
Paul J. Lehman
Brooks McCormick*
Vincent A. Naccarato
Ralph Smykal
Charlie A. Thurston
Mary Eleanor Wall
Farewell to a Friend:
Joseph Kindlon
In August of 2007, Trustee Emeritus Joseph Kindlon passed away at the age of 81. An accomplished businessman, Joe founded Commander Packaging Corporation in Lisle. After selling the company to its employees
in 1998, Joe established Kindlon Partners, an investment and finance firm, for which he served as chairman
until his passing. As a young man, Joe served under General George Patton in the 8th Armored Division of
the United States Army, during which time he received two purple hearts and a bronze star among other
commendations.
Joe gave tirelessly of himself to the Foundation’s Board of Trustees for twelve years, from 1992 - 2004. “He
was a good friend to many of us,” said Carson Yeager, Foundation Chair, “and his contributions to the
Foundation and the community of DuPage County will not be forgotten.”
Apart from his work with the Foundation, Joe lent his time and support to several other area not-for-profit organizations including Benedictine University and Marianjoy Rehabilitation Hospital, where he made lasting impacts in the
fields of education and health. Both Joe and his wife Bess received honorary doctoral degrees from Benedictine.
Joe’s generosity as a philanthropist touched many lives. In his own words, “When you have a lot as I do, you
have to give something back. It’s a cliché, but it’s true.” Together he and Bess established the Joe and Bess
Kindlon Family Fund at the Foundation. It was established in 1995 and is presently the largest of the
Foundation’s donor-advised funds.
Over the years Joe and Bess have made a substantial impact in the lives of many, especially children, by recommending grants from the Fund to organizations such as the B. R. Ryall YMCA, DuPage County Children’s
Center, Four Winds Waldorf School, Glen Ellyn Children’s Chorus, and Three Fires Council Boy Scouts of
America, among others.
Joe’s life was characterized by giving, and his giving lives on through the Joe and Bess Kindlon Family Fund.
A special thanks to those who made memorial contributions to the Fund in Joe’s memory.
Betsey Eben - A Devoted
Community Leader
In March 2008 Trustee Emeritus Elizabeth “Betsey” Eben passed away at the age of 74. Betsey was a
founding member of the Foundation’s Advisory Committee which preceded the establishment of its Board
of Trustees. She served on the Board from 1986 - 2002. During that time, she was secretary from 1989
until 1996 and chair of the Grant Committee from 1987 until 2002.
Trustee Nancy Sindelar fondly recalls when she first became involved with The DuPage Community
Foundation and Betsey was chair of the Grant Committee: “She was gracious, warm, kind, funny, and knew
nearly everything about the charitable organizations within DuPage County. She was a delightful individual
to work with and one of the jewels in this community.”
Betsey’s years of leadership as administrator of volunteer development and manager of housing resources for
DuPage County gave her an invaluable amount of expertise and insight into the needs of the community. Her leadership is evidenced in so many of her achievements: recipient of the YWCA Outstanding Woman Leader Award
and the Women in Management Achievement Award in Government, past president of the Wheaton-Glen Ellyn
branch of the United Way Volunteer Center, and initiator of the Volunteer Management Series of the Business and
Professional Institute of the College of DuPage where she served as a seminar leader for several years. One of the
highlights of her tenure at the Foundation was the initiation of a grant program focusing on the environment. Another
was a study of food assistance programs in DuPage County that the Foundation commissioned under her leadership.
The study was instrumental to building public awareness of the basic human needs existing in the community.
In a letter written to Betsey at the time of her 2002 retirement from the Foundation’s Board of Trustees, Bob
Wahlgren, co-founder of one of the Foundation’s agency partners, Bridge Communities, Inc., wrote: “You
have been a great friend to me personally in helping me through the start-up years of Bridge Communities.
You were always interested in letting me bounce my ideas and my naiveté around with you during my visits to
your office. You may be interested to know that Bridge Communities is just now celebrating having helped
1,000 people “cross our Bridge” from homelessness to permanent housing, and I think you deserve a bit of the
credit for that as well. Our mutual efforts for getting the DuPage Homeownership Center started, and the
Affordable Housing Breakfast rolling along were also good times. If Bob Christ were still with us, he would
be saying as I do, ‘Well done, good friend!’”
The Elizabeth D. Eben Memorial Fund has been established in Betsey’s honor.
PHONE: (630) 665-5556
FAX: (630) 665-9571
WWW.DCFDN.ORG
Endowing
the Future
Fiscal Year 2007 Annual Report
THE DUPAGE COMMUNITY FOUNDATION
104 E. ROOSEVELT RD., SUITE 204
WHEATON, ILLINOIS 60187-5267
RETURN SERVICE REQUESTED
Please contact our office if you have received
duplicate copies of this report or if there are
corrections to your address information. Thank you!
Nonprofit
U.S.Postage
PAID
Wheaton, IL
Permit No. 130

2007 Annual Report - DuPage Foundation

Transcription

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