the Community Foundation 2014 Annual Report PDF today

Transcription

2014 ANNUAL REPORT
COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN
01
We all have a hand in creating
a thriving community!
Working together—donors, Foundation, and community—
the greater Wausau area becomes…
UNIFIED in a shared vision of prosperity.
VIBRANT in cultural, educational, recreational, and social opportunities.
STRONG in philanthropic support that builds a more livable community for all.
Through the generosity of our donors, the Community Foundation provides leadership
and awards grants that help the greater Wausau area achieve all of these things.
Together, we build a community that enriches life for present and future generations.
TOGETHER, WE THRIVE.
TABLE OF CONTENTS
Events & Highlights........................... 3-4
Scholarship Funds.........................19-20
Community Enhancement Funds....... 5
Project Funds........................................ 21
Community Enhancement
Guidelines & Grants........................ 6-12
Beyond Pencils &
Crayons Grants....................................22
Ways to Give......................................... 13
Wausau•Marathon County
Fund Donors...................................23-25
Legacy Society..................................... 14
Donor Advised Funds.......................... 15
Regional Affiliate Funds...................... 16
Restricted Funds............................ 17-18
Community Arts Grants...................... 17
In Memoriam........................................26
Financials.........................................27-28
Wolff Family Fund................................29
Board of Directors/
Committees/Staff................................30
Design by Adrenalign Marketing
Copywriting by Chris Tatro, Advance Copy and Creative Group
Front and back cover photos provided by Dave Junion, Junion Photography
Paper provided by Domtar Paper, Rothschild Mill
02
cfoncw.org
UNIFIED FOR THE COMMON GOOD
Dear Friends,
We often hear from grant recipients about the positive impact the
Community Foundation has had on their organizations and the people
they serve. We are proud to be the philanthropic partner of generous
donors who make such change possible. Whether we have helped
you establish a new fund, contribute to an existing fund, or served as a
temporary repository for your nonprofit organization’s fundraising efforts,
we are thankful for the trust you have placed in us.
Your Gifts at Work
The Community Foundation continues to be strengthened by your gifts
and prudent asset management by our board of directors, as reflected in
the following accomplishments in 2014:
•Administered $45 million in assets—another new milestone
•Received nearly $5 million in donations
•Welcomed nearly 500 new donors
Jennifer B. Sweeney
•Worked with donors to create 29 new funds
•Administered a total of 352 funds
•Invested nearly $4 million back into the communities we serve
Together, we are making north central Wisconsin a more vibrant place to
live, work, and play for people of all ages and from all walks of life. What
an honor!
The pages of this report are filled with stories of the many ways your gifts
have made a tangible difference in 2014. None of them would have been
possible without you. Thank you!
Sincerely,
Jennifer B. Sweeney
Board President
Jean C. Tehan
Executive Director
Jean C. Tehan
1
2
3
8
4
Cover photo:
1. Jamie Schaefer, Vice President, Community Foundation
2. Helena Reising, Student
3. Jean Tehan, Executive Director, Community Foundation
4. Peter Yang, Hmong American Center
5. Jenny Sweeney, President, Community Foundation
6. Tom Rau, The Neighbors’ Place
5
7
7. Michelle Hazuka, Community Corner Clubhouse
8. Jane Graham-Jennings, The Women’s Community
6
03
EVENTS & HIGHLIGHTS
NONPROFIT MANAGEMENT INSTITUTE
The services of local nonprofit organizations add to the vibrancy and livability of north central Wisconsin. To help
strengthen our nonprofit partners, the Community Foundation joined Wisconsin Public Service in sponsoring
a year-long Nonprofit Management Institute course at Northcentral Technical College in 2014. Twenty-two
nonprofit leaders representing 20 organizations completed 66 hours of continuing education in nonprofit
management, governance, operations, laws and ethics, fundraising, budgeting and managing resources, strategic
management, and grant research and management.
“Everything I learned was so easy to share and put into practice.
The nonprofit management course was a wise investment of my time and energy.”
~ Amy Forst, Homme Heights/Forest Park Village ~
Linda Koepke (left),
program director of Big
Brothers Big Sisters of
Northcentral Wisconsin,
accepts a donation of
paper from CommUNITY
Foundation Quest
participant, Paula Schultz
GEORGE L. RUDER FORUM
Nationally-known author and historian Jeremi Suri shared an inspiring message entitled, “The Living Legacy of the
Greatest Generation,” with 90 individuals attending the George L. Ruder Forum on November 13, 2014.
His presentation encouraged them to follow in the footsteps of “the Greatest Generation,” whose commitment to
social reform overcame seemingly insurmountable challenges—the Great Depression and World War II—to provide
all Americans with a better way of life.
Suri holds the Mack Brown Distinguished Chair for Leadership in Global Affairs at the University of Texas at Austin.
He is a professor in the University’s Department of History and the Lyndon B. Johnson School of Public Affairs. His
research and teaching have received numerous prizes, including his selection as a Wisconsin Academy Fellow.
“Before the Greatest Generation, there was no safety net as far as social institutions were
concerned. They changed all that through commitment and hard work. Suri’s presentation
reminded us that by following their example, we can also affect positive change.”
~ Dr. John Hattenhauer ~
The George L. Ruder Forum brings nationally-known speakers to the Wausau area to address issues of current
interest and importance. It was established by, and continues to be supported by, Mr. Ruder’s family, friends,
and business associates.
04
cfoncw.org
In December 2014, the first Nonprofit Management Institute class graduated after participating in a
year-long study of topics related to working in a nonprofit business environment
COMMUNITY FOUNDATION QUEST
Held as part of National Community Foundation Week, November 12–18, 2014, CommUNITY Foundation Quest
featured 18 nonprofit organizations that have funds administered within the Community Foundation. During the
week-long event, 47 participants toured the organizations’ sites, provided them with donations, and engaged in
special tasks to learn about the organizations’ missions. This event cultivated the public’s giving spirit by raising
awareness of services provided by our nonprofit partners.
“I really enjoyed participating in CommUNITY Quest. I was able to visit all of the sites during the
week. The Quest provided a great opportunity to learn more about organizations serving this
community and how we can all work together to make an impact. The event also provided an
opportunity for networking with the wonderful people who represent each organization.”
~ Paula Schultz, Marathon County Restorative Justice Programs,
affiliated with Goodwill Industries of North Central Wisconsin ~
George L. Ruder Forum speaker,
Dr. Jeremi Suri, presented,
“The Living Legacy of the
Greatest Generation”
05
COMMUNITY ENHANCEMENT FUNDS
ENRICHING OUR COMMUNITY
Establishing or contributing to a Community Enhancement Fund is a wonderful way to ensure the long-term vitality
of the greater Wausau area. True to their name, Community Enhancement Funds enable the Foundation to make a
tangible difference in our area’s quality of life.
The generosity of donors, partnered with the Foundation’s prudent investment strategies, allows grants to be
awarded in perpetuity from the earnings generated by each gift.
The Community Enhancement Funds listed below ensure that the donors’ names will forever be connected to the
positive change they facilitate right here in Marathon County.
COMMUNITY ENHANCEMENT FUNDS CURRENTLY ADMINISTERED
Wausau·Marathon County Fund (1987)
Nils Folke Jr. & Jean B. Becker Legacy Fund (2013)
George L. Geisler Trust Fund (2005)
Caroline S. Mark Legacy Fund (2005)
Orville & Geraldine Peterson Family Trust Fund (2004)
Marvin & Ruth (Rudie) Schuette Fund (2009)
Clarion G. & Irene B. Sternberg Fund (2002)
UW-MARATHON COUNTY
CREATING A “FINELY TUNED” MUSIC ROOM AT UWMC
Prior to receiving funding in 2014 for capital improvements, the music room at the UW-Marathon County had
the dubious reputation of being the most out-of-date room on campus. Used by students as well as community
choirs and instrumental ensembles, it showed the wear-and-tear of nearly five decades of service and had not
been painted, refurbished, or remodeled since being built in 1966.
“Community musicians were always surprised to find the same music risers and yellow Melmac chairs that were
here when they attended our college in the 1970s,” commented Dr. Timothy Buchholz, assistant professor of
music at the college. The antiquated chairs and risers had become dilapidated and unsafe, storage cabinets were
falling apart, and the acoustical curtains had outlived their usefulness.
A $15,000 Community Enhancement Grant from the Community Foundation, in addition to other funding from
the community, helped transform the room into an inspiring, modern space equipped with the proper storage,
seating, acoustics, and technology to support the school’s music and liberal arts programs, as well as the needs
of the community.
Campus dean and CEO, Dr. Keith Montgomery, explained the project’s impact, “I would like to thank the
Community Foundation for this grant. It has made a huge difference for our music program. More students are
now becoming involved in ensembles, and more students are interested in majoring in music at our university.
The grant also provides cultural enrichment for the community, because many area musicians use our facility to
hone their programs before going live in front of an audience.”
06
ENSURING A VIBRANT FUTURE
Grants are awarded for innovative projects that enrich our community today and in the future. In reviewing
grant applications, our Distributions Committee attempts to understand both the specific objectives
of a request and the long-term benefits that will be derived by the community if the project is funded.
Consideration is given primarily to those organizations that are tax-exempt under section 501(c)(3) of the
Internal Revenue code. Grant applications are reviewed quarterly.
In awarding grants we favor innovative
proposals that:
• Enhance the vibrancy and livability of the greater
Wausau area and Marathon County.
• Apply the Community Foundation’s resources
where they will be used wisely to make a tangible
difference in meeting a specific community need.
• Demonstrate community impact and outreach.
• Reduce service duplication and promote
agency collaboration.
We do not generally fund:
• Annual campaigns
• Operating expenses or losses
• Debt retirement
• Direct support of individuals
• Endowments
• Lobbying
Application Procedure
• Discuss your idea with Foundation staff prior to
completing or submitting an application.
• Visit our website at www.cfoncw.org to begin the
online registration and application process.
• Submit your completed application electronically
by the close of business on the first working day
of March, June, September, or December.
Our Distributions Committee, appointed for their
broad knowledge of community issues, reviews
proposals for funding on a quarterly basis. The
board of directors awards grants based upon
the Distribution Committee’s recommendations.
Applicants are notified regarding the status of their
application within 30 days of the application deadline.
We do not discriminate on the basis of ancestry,
color, age, familial status, handicap, sexual
orientation, marital status, or lawful source of
income; we expect grant applicants to hold
similar standards.
• Sectarian causes
University of Wisconsin students at the Marathon County campus are ready to practice in their
newly renovated classroom
cfoncw.org
COMMUNITY ENHANCEMENT GRANT GUIDELINES
07
COMMUNITY ENHANCEMENT GRANTS
ENHANCING EVERY AREA OF LIFE
Community Enhancement Grants fund initiatives for the arts, education, health, human services, and resource
preservation—enhancing every area of life for people of all ages throughout Marathon County. The following grants
totaling more than $345,000 were awarded in 2014:
WAUSAU•MARATHON COUNTY FUND
Beyond Pencils and Crayons Grants: $16,272
Reward exceptional teachers for innovative curriculum
enhancements that benefit thousands of K-12 students
throughout Marathon County
Central Wisconsin Literacy Council: $500
DynEd software to enhance adult literacy skills
Central Wisconsin Offroad Cycling Coalition: $13,500
Rental of a skid steer and the purchase of a trailer for
storage and transportation of equipment to help with
trail development
Children’s Museum of Marathon County: $25,000
Capital campaign to create an innovative museum for
interactive play and learning
Colossal Fossils: $11,500
A Wisconsin Ice Age Hebior Mammoth skull for the
traveling educational exhibit
Community Arts Grants: $12,500
Support for various visual and performing arts
programs throughout Marathon County
The Connections Place: $10,000
Support for a study to research the feasibility of
establishing a center for active seniors
Marathon Elementary School: $2,500
Construction of a new school playground for use by
the entire community of Marathon
Robert W. Monk Gardens: $20,000
A kitchen garden project, including a sheltered
gathering space and public restroom facilities
Mosinee Community Athletic Association: $5,000
The addition of restroom and concession facilities at
Edgewood Park
Northcentral Technical College: $3,000
Support for “Nonprofit Management Institute,” a oneyear educational course for nonprofit leaders
Performing Arts Foundation: $25,000
Installation of a video projection system in the
Grand Theater
United Way of Marathon County: $1,500
Support of the 2015-17 LIFE in Wausau and
Marathon County Report
University of Wisconsin Marathon County: $15,000
Capital project for updating the aesthetics,
acoustics, and technology of the University’s music
rehearsal room
The Donors Forum of Wisconsin: $500
Sponsorship of “Assessing Your Grantees’ Financial
Health,” a workshop for local funding organizations
Village of Elderon: $3,500
Enhancements to provide handicap-accessible
pathways from the Village Hall to the outdoor shelters
and restrooms at McNulty Park
Edgar Summer Baseball Fund: $5,000
Development of a youth softball/baseball field in the
Village of Edgar
Wausau Events: $5,400
Enclosed trailer to transport supplies and signage to
community events
Hmong American Center: $10,000
Placement of a monument honoring Hmong veterans
from Marathon County who fought in the Vietnam War
Wausau Festival of Arts: $2,830
Placement of a sculpture in downtown Wausau to
commemorate the Festival’s 50th anniversary
Leigh Yawkey Woodson Art Museum: $2,500
iPads to enhance docent-led tours of the Museum
08
cfoncw.org
NILS FOLKE JR. & JEAN B. BECKER LEGACY FUND
Robert W. Monk Gardens: $20,000
A kitchen garden project, including a sheltered
gathering space and public restroom facilities
Stable Hands, Inc. Equine Therapy Center: $6,000
Indoor riding arena enhancements to allow year-round
therapeutic programming
YWCA Wausau: $15,000
Expansion of the child development center to meet
increased needs
GEORGE L. GEISLER TRUST FUND
Boys & Girls Club of the Wausau Area: $4,400
Renovations and upgrades to the Club’s
skateboard park
Michael’s Place: $1,045
Collection of kitchen items to be used in the food
education and preparation center
myTeam Triumph: $6,000
Equipment to enable special-needs children and adults
to participate in high endurance races
Peaceful Solutions: $3,500
Mental health, domestic violence, and alcohol and
other drugs treatment center capital improvements
ORVILLE & GERALDINE PETERSON FAMILY TRUST FUND
Madison Community Foundation: $3,000
Annual fund allocation to support community
programs in Oregon, Wisconsin
Peaceful Solutions: $3,100
Treatment center capital improvements
CAROLINE S. MARK LEGACY FUND
Achieve Center: $9,638
Neuropsychological assessment tests and protocol
scoring software updates
American Red Cross North Central Chapter: $7,500
Equipping a sprinter vehicle to transport equipment
to mobile blood-drive sites and blood collections to
laboratory testing sites
Blessings in a Backpack: $5,000
Supplies to store, pack, and deliver food packs
to children in the Wausau and D.C. Everest School
Districts who would otherwise go without meals
on weekends
Center for the Visual Arts: $5,500
Kiln upgrades for the Center’s well-attended
pottery programs
Friends of Rib Mountain State Park: $15,000
Construction of an enclosed park shelter for social
and educational events
MARVIN & RUTH (RUDIE) SCHUETTE FUND
Children’s Museum of Marathon County: $25,000
Capital campaign to create an innovative museum for
interactive play and learning
Community Corner Clubhouse: $15,000
Relocation of this community-based program that
supports adults with mental illness
North Central Wisconsin Master Gardeners
Association: $4,000
Development of two garden areas near Rib Mountain
State Park’s entrance center
CLARION G. & IRENE B. STERNBERG FUND
Boys & Girls Club of the Wausau Area: $5,600
Renovations and upgrades to the Club’s
skateboard park
09
STABLE HANDS INDOOR RIDING ARENA
Enhancements to Stable Hand’s newly built indoor riding arena now allow for year-round
therapeutic riding sessions
MAKING THERAPY FUN
Communities become stronger when all citizens have the opportunity to reach their full potential. Stable Hands
Equine Therapy Center, a nonprofit therapeutic riding center in north central Wisconsin, has been helping
individuals with special needs to enhance their physical, cognitive, and social skills through equine-assisted
activities and therapies since 1992.
“Going horseback riding doesn’t sound like therapy. It’s fun, and clients look forward to coming here,”
commented Stable Hands board member and co-founder Mary Zaglifa. “Non-institutional programs such as
Stable Hands make the Wausau area attractive to families with special-needs members.”
The program has had great success. “We have had very good fortune with autistic clients, including the miracle
of a silent autistic rider actually speaking to his mount,” Mary said. “Other clients have been able to postpone
surgeries because their muscles were adequately stretched through therapeutic horseback riding.”
Stable Hands operated from borrowed facilities before purchasing a farm in 2011 and building an indoor arena in
2014. The Community Foundation was pleased to award the organization a $6,000 Community Enhancement
Grant to install proper footing for the horses and planking on the walls so the new riding arena can be insulated
and eventually heated for year-round use.
“We are so appreciative of the Community Foundation,” Mary said. “In addition to this and other grants we have
received from them, they have mentored us in seeking funding from additional philanthropic sources. They
have believed in the program since the beginning, and have been strong supporters throughout our process of
relocating to our new home for the benefit of the physically-challenged members of our community.”
10
ENCOURAGING KIDS TO DREAM BIG!
The Boys & Girls Club of the Wausau Area provides a safe place for children in grades 4-12 to go after school
to develop quality friendships, connect with caring adult mentors, and to participate in activities that promote
healthy lifestyles. The Club’s Caroline S. Mark (CSM) facility, which opened on Wausau’s northeast side in 2001,
was funded in large part through a generous grant from the Community Foundation.
One of the most popular areas at the CSM location has been the indoor skate park. “The kids really enjoy the
park, and come in with their skateboards every day after school,” said Kim Larsen, development director of the
Boys & Girls Club of the Wausau Area. “Having an indoor skate park, especially in the winter months, helps them
keep active and stay in shape year-round. It is the only indoor skate park in our community, and is used by more
and more kids every day.” Original to the facility, the 14-year-old skate park hadn’t been updated or changed
since it was built.
The Community Foundation awarded a combined grant of $10,000 in 2014 from the George L. Geisler Trust
Fund and the Clarion G. & Irene B. Sternberg Fund for renovations and upgrades to bring the skate park to
current standards.
“The kids had been asking us to do this for a long time,” Kim stated. “We encouraged their input and asked them
to dream big, and they did! The bulk of the park’s design came from them.” The skate park includes 20 new and
refurbished ramps with safety rails, a grind box, small wedge, A-Frame rail, fly box, dragon grind box, mini ramp,
and quarter pipes.
“There is no way we could have done this without
the generosity of the Community Foundation,”
commented Kim. “We are so fortunate to have
had their support all these years. We look to them
not only as a grantmaker, but also as a trusted
partner. They continue to look for ways that we
can connect with donors and resources, which is
so helpful. One of the best things we get from the
staff is their honesty. We know that everyone at the
Foundation has the Club’s and its members’ best
interest at heart. That means so much!”
Boys & Girls Club members enjoy the updated skateboard park located in the Club’s
Caroline S. Mark Center in Wausau
cfoncw.org
BOYS & GIRLS CLUB SKATEBOARD PARK
11
BLESSINGS IN A BACKPACK
FEEDING THE FUTURE OF OUR COMMUNITIES
The mission of Blessings in a Backpack (BIB) DCE-Wausau is to make sure that students participating in the
federal Free and Reduced Price Meal Program in the D.C. Everest and Wausau School Districts have food on
the weekend, too.
Every week, BIB volunteers fill backpacks with enough food for two breakfasts, lunches, and snacks and
deliver them to elementary schools for distribution to students in need. Menus follow national guidelines
and include easy-to-prepare items such as oatmeal, granola bars, apple sauce, macaroni and cheese, and fruit.
Blessings in a Backpack volunteers assemble food packs each week for children to take home for the weekend
“When we began serving the community in 2013, we were distributing 50 backpacks to one school. Now we are
distributing nearly 500 backpacks to eight schools, and have requests from additional schools,” explained BIB
representative Valerie Johnson. To better meet the growing demand for their services in 2014, BIB received a
$5,000 Community Enhancement Grant from the Community Foundation to purchase laptop computers, office
supplies, and bins to transport backpacks to and from the schools.
“The support of the Community Foundation, especially when a service group is just starting out, is so important,”
Valerie commented. “The grant has made it possible for us to distribute more backpacks and has made us more
efficient. We use the laptops to communicate with donors, track food orders and distribution, and schedule
volunteers. We also use them when giving presentations about the program to various community organizations.
The bins are color-coded by school, and provide a convenient way to transport the backpacks. We are so
thankful for the Community Foundation’s support.”
12
cfoncw.org
COLOSSAL FOSSILS
PLEASE DO TOUCH THE DINOSAURS!
“Awesome!” “Cool!” “No way!”
Kids get excited about learning when they have the opportunity to not only see dinosaur bones, but to touch
them. That is the purpose of Colossal Fossils, a traveling natural history exhibit based in Wausau that brings
museum-quality replicas of more than 200 prehistoric artifacts to area classrooms.
The hands-on approach makes learning fun and memorable as students utilize science, mathematics, and
biology in their study of paleontology. “Teachers tell us that without our help, they would not have been able to
present anything like our program to their students,” commented David Daniels, president of Colossal Fossils.
An $11,500 grant from the Community Foundation in 2014 enabled Colossal Fossils to add the giant skull of a
woolly mammoth, known as the “Hebior Mammoth,” to its collection of realistic artifacts. The Hebior Mammoth
is named after the farmer who owned the land near Kenosha, Wisconsin, where the actual mammoth was
discovered. “It will be one of the exhibit’s main attractions, and the focal point of our educational program,”
explained Daniels. The exhibit includes “fossils” ranging from tiny shells, to the jaws of a Tyrannosaurus Rex,
to the skeleton of a saber-tooth cat.
In addition to working with elementary-aged students, Colossal Fossils also presents programs at youth camps,
retirement communities, libraries, and museums throughout north central Wisconsin to bring our area’s natural
history to life for people of all ages.
Colossal Fossils’ recently acquired woolly
mammoth skull on display in the community
13
WAYS TO GIVE
YOU CHOOSE THE WAY TO MAKE A DIFFERENCE
The Community Foundation of North Central Wisconsin is a nonprofit, community corporation created by
and for the people of this region. Founded in 1987, our mission is to enhance the quality of the greater Wausau
area for present and future generations. We accomplish our mission by responsibly soliciting, managing, and
distributing philanthropic assets created by charitable gifts and bequests. Most gifts received by the Foundation
are endowed, meaning that the earnings generated are used to award grants. The principal remains untouched
and continues to grow over time, providing a permanent resource for meeting local needs. We currently
administer 352 funds.
CHOOSE THE OPTION THAT WORKS BEST FOR YOU
The Community Foundation offers a wide variety of giving and fund options to accommodate your unique
financial circumstances, charitable goals, and tax and estate planning objectives. Whether you choose to
establish a new fund or to direct your gift to an existing fund, our experienced staff is available to work with
you and your professional advisors to design a charitable giving plan that meets your philanthropic goals.
GIVING OPTIONS
Outright Gifts of cash, stocks, bonds, real estate,
or other assets are the easiest and most convenient
way to donate. Your charitable gift qualifies for the
maximum tax advantage allowed by law.
Bequests by Will provide a number of ways to include
the Community Foundation in your estate plans. You
can designate a specific gift or a portion of your estate
to your Community Foundation and, in some cases,
receive a substantial reduction in federal gift and estate
taxes. You can also name the Community Foundation
as the recipient of dividends, or as the beneficiary of a
new or existing life insurance policy.
Charitable Gift Annuities allow you to make a gift of
cash or property to your Community Foundation now,
get immediate tax benefits, and ensure that you or the
people you designate receive fixed quarterly
or annual income payments for life.
Charitable Remainder Trusts enable you to place
cash or property in a trust that pays annual income
to you, or another named beneficiary, for life. After
your death, the remainder of the trust transfers to
your Community Foundation and is placed into the
charitable fund you have selected. You receive
income tax benefits in the same year your trust
is established.
Charitable Lead Trusts enable you to place cash or
property into a trust that pays a fixed amount to your
Community Foundation for a specified number of
years. Once this period ends, the assets held by the
trust are transferred to the beneficiaries that you name.
In some cases, you receive a substantial reduction
in federal gift and estate taxes.
TYPES OF FUNDS
Community Enhancement Funds have the greatest
flexibility in responding to the community’s needs–
today and in the future–through the awarding of grants
for programs and projects that enhance the quality of
life for everyone.
Donor Advised Funds allow you to be actively
involved in the grantmaking process by recommending
charitable organizations to receive grants from the
fund established in your name.
Restricted Funds support a specific charitable
organization or purpose. A nonprofit organization
can use a restricted fund to build its endowment and
enhance its ability to accept gifts of any size from
various sources.
Scholarship Funds allow you to determine the criteria
that students must meet to receive a scholarship in your
name or in memory of a loved one. The Foundation
handles all the administrative details for you.
Field of Interest Funds address needs by awarding
grants in a particular area of community life that you
choose–such as the arts, education, health and human
services, elderly needs, or resource preservation.
Project Funds benefit a specific community
fundraising effort within a defined time period. All
donations go directly to meeting the needs of that
particular project.
DONORCENTRAL
CONNECTING DONORS WITH THEIR CHARITABLE INTERESTS
When you establish a fund through the Community Foundation, you have access to DonorCentral which is a
secure, online philanthropic tool that allows you to view your fund information, download statements, learn about
unmet community needs, submit grant recommendations, and designate specific areas of grantmaking interest.
Our staff will provide you with your user ID and private password. You can then utilize this free and convenient
tool via our website at www.cfoncw.org. Simply click on the “Manage Your Fund” button and follow the prompts.
For more information about DonorCentral please contact our office at 715.845.9555.
14
cfoncw.org
LEGACY SOCIETY
WHAT A DIFFERENCE YOUR LEGACY CAN MAKE!
You can change the future of the greater Wausau area, and be forever remembered for your generosity, by
including the Community Foundation as a beneficiary of an executed estate planning document such as
a will or life insurance policy. Becoming a member of our Legacy Society provides for the community far
beyond your lifetime. It also assures that your legacy is reflected according to your wishes, and often provides
substantial estate tax savings for your family.
We invite you to add your name to this list of visionary individuals who have demonstrated their leadership by
notifying us of their plans to leave a lasting gift to their community.
Gordon & Arlene Backer
Michael Moen
Legacy Hall of Fame
Mark & Ann Bradley
Robert & Carol Monk
Katherine H. Anderson
Patrick & Karrye Bradley
Todd & Kerri Olson
Frank Bachhuber
Kerry & Cheryl Brimmer
Duane & Joy Patterson
Carol R. Becker
James Collison & Annaluna Karkar
Frederick & Linda Prehn
Folke & Jean Becker
Edward & Lois Drott
Robert & Gerri Quirt
Elizabeth Bradley
Arzelee Drown
Anthony J. & Geraldine M. Rein
Dexter & Ruth Cihla
Robert & Joann Elbe
Glorian Reinke
Jerome R. Czerwinski
D.J. & Mary Clare Freeman
Tom & Phyllis Riiser
Mark H. Dreyer
Don & Karen Grade
Grace B. Schneider Family
Betty Thom Foster
David & Gwen Hegy
Ron Schubert
George L. Geisler
Donald & Sally Hostvedt
Marvin & Ruth Schuette
David Jahnke
Keith Kocourek
Eileen Goggins Schultz
EO & Laverne Johnson
Robert Kumbera
Patricia Smith
Bart & Patricia Kellnhauser
Bill & Kathy LaBrake
Ivan & Anna Stanko
Emma C. Larson
Thomas & Barbara Lattimer
Chet Suski
Paul W. Luebke
David & Darlene Lee
Bill & Jean Tehan
Caroline S. Mark
Carol Luedtke
Jerome Thiessen
Ewald Pagel
James & Susan Lundberg
Michael & Elizabeth Tillisch
Orville & Geraldine Peterson
Tom & Jan Mack
Rose Marie Towle
Edward Rahne
David & Carol Marquardt
Patrick & Jeanne Wallschlaeger
Clarion G. & Irene B. Sternberg
Dennis & Bonnie Mealy
G. Lane & Linda Ware
Lawrence & Jane Sternberg
Daniel & Linda Meschefske
Brian & Patricia Wellmon
John & Doris Ullrich
Larry & Ann Meyer
Jane Wiley
G. Lane Ware
John & Susanne Michler
Remember to include your community in your estate plans. Talk with your professional advisor or contact
our office to discuss a plan that works for you.
15
DONOR ADVISED FUNDS
PARTICIPATE IN THE GRANTING PROCESS
True to its name, a donor advised fund enables you to work with Foundation staff to make grant
recommendations regarding which needs of the community you wish to support. It is a simple way to
have an active hand in creating a vibrant community without worrying about the administrative details
and reporting requirements involved in managing your own private foundation.
DONOR ADVISED FUNDS ADMINISTERED
Alden Family Fund (2001)
Walter Alexander Foundation Fund (1991)
Victor & Christine Anthony Fund (1990)
Gerald & Kay Bizjak Family Fund (2004)
Dennis & Verda Bliese Family Fund (2005)
Virginia (Ginny) Bliese Memorial Fund (2013)
Mark & Ann Bradley Fund (1990)
Breanna’s Smile Foundation Fund (2010)
The Christ Fund (2005)
Edward P. & Darlene I. Coldwell Fund (1997)
Community Improvement Fund (2014)
Dakamama Fund (2003)
Thomas Allen David Memorial Fund (2002)
Davis Family Fund (1997)
John D. & Amy L. Dudley Fund (2003)
Tom & Janet Felch Family Fund (2014)
Nancy Frawley Fund (1988)
D.J. & Mary Clare Freeman Fund (1994)
Robert C. & Ruth D. Greenheck Fund (1997)
Habush Habush & Rottier Charitable Fund (2004)
H.J. Hagge Foundation Fund (2010)
Robert S. Hagge Foundation Fund (2011)
Jerald Halvorsen & Marilyn Miller Charitable Fund (2009)
John & Mary Hartwig Foundation Fund (1997)
Ervin & Arlean Jagodzinski Fund (1993)
JARP Foundation Fund (2012)
EO & LaVerne Johnson Family Fund (1998)
Hugh E. & Diane L. Jones Fund (2013)
Sondra & George Juetten Charitable Fund (2014)
Kiwanis Club of Wausau Fund (1988)
Kocourek Kids Foundation Fund (2008)
William H. Koptis Donor Advised Fund (1999)
Ed & Micki Koth Fund (1992)
John & Bonnie Kraft Fund (1996)
Bill & Kathy LaBrake Fund (1999)
Lake Enterprise Natural Resources Fund (2009)
James & Susan Lundberg Fund (1992)
Fred T. Lundin & Patti Kay Fund (2013)
Robbie Maahs Memorial Fund (2005)
Mack Family Fund (2005)
Mallery Family Fund (1997)
James H. & Lorraine G. Mathwick Charitable Fund (2007)
Patricia A. McKeough Fund (1996)
Mid Wisconsin Foundation Legacy Fund (2013)
H.L. Miedaner, M.S. & M.E. Block Fund (2007)
Murco Foundation Fund (1992)
Thomas & Mary Murphy Fund (2006)
Ted C. Nick Memorial Fund (2008)
North Family Fund (2011)
Todd & Kerri Olson Fund (2013)
Papa Kilo Aviation Foundation Fund (2013)
Elizabeth S. & Mollie A. Peters Fund (1988)
Peth Family Fund (2000)
Henry & Gladys Phillips Foundation Fund (2009)
William M. & Mary Nell Reif Family Fund (2004)
Rhinelander Rotary Club Charitable Fund (2006)
Evan Rieck ‘Oh, the Places You’ll Go!’ Fund (2008)
River Valley Bank Fund (2008)
Rotary Club of Wausau Fund (2006)
Clyde F. Schlueter Foundation Fund (1997)
Steve & Donna Schmidt Family Fund (2014)
Edward T. Schoenberger Memorial Fund (2012)
Harvey H. Scholfield Jr. Family Fund (2013)
Ronald & Mary Ann Schubert Fund (2014)
Daniel & Jody Seybold Family Fund (2002)
Shepherd/Howells Fund (2003)
Sislo Family Fund (1999)
John & Nancy Skoug Fund (2001)
SLJMW Fund (2013)
Duane M. & Patricia E. Smith Fund (2001)
Staples Family Fund (1996)
Mary Jo Freeman & David Tange Fund (1997)
William & Jean Tehan Family Fund (2000)
Herbert & Catharine Terwilliger Memorial Fund (1990)
vanKerkhoven Family Fund (2004)
The Vermillion Fund (1991)
Gerald & Marion Viste Fund (1998)
Patrick & Jeanne Wallschlaeger Fund (2013)
G. Lane & Linda Ware Fund (1992)
Wausau Coated Products, Inc. Fund (2010)
Weiland Family Fund (2008)
Brian B. & Patricia A. Wellmon Fund (1998)
Wipfli LLP Wausau Partners Fund (1999)
George D. & Estelle B. Wolff Family Fund (2014)
WoodTrust - Bell Foundation Fund (2007)
Bao & Neng Xiong Volvo Hmong Women’s Fund (2003)
Gerald & Lois Zocher Family Fund (2012)
New funds formed in 2014
16
REGIONAL PARTNERSHIPS THAT STRENGTHEN AND UNIFY
Strong communities contribute to the prosperity of the entire region. The Community Foundation is proud to
enhance the vitality of north central Wisconsin by sharing our expertise with affiliate funds in Antigo, Boulder
Junction, Merrill, and Three Lakes. These neighboring communities utilize our investment pool, staff, and
expertise to administer their charitable funds, but are overseen by their own advisory boards, raise their own
assets, and award grants to effectively meet the needs of the communities they serve.
FUNDS SERVING THE ANTIGO AREA
Antigo Community Foundation Fund (2006)
Elizabeth R. Augustyn Conservatory Scholarship Fund (2013)
AVAIL Endowment Fund (2004)
Bradley Foundation Fund (1990)
Braun Woodlands Foundation Fund (2010)
Jim & Mary Draeger Family Fund (2006)
John E. & Elsa M. McKenna Fund (1997)
McKenna-Mann Performing Arts Scholarship Fund (1991)
Antigo Area Board Members
Sherry Aulik
Mary Ellen Draeger
Elsa McKenna
John McKenna
Matthew Shinners
FUND SERVING BOULDER JUNCTION
Boulder Junction Community Foundation Restricted
Endowment Fund (2010)
Boulder Junction Board Members
Dennis Aukstik, President
Dave Osborn, Vice President
Irene Gravelle, Secretary
Leslie Gauberti, Treasurer
Barb Boston
Barb Konopacki
Craig Mason
Lois Smith
Parker Sterner
Mary Van Grinsven
FUNDS SERVING THE THREE LAKES AREA
Three Lakes Community Fund-Current (2014)
Three Lakes Community Endowment Fund (2014)
Three Lakes Board Members
Kitty Banner Seemann
Ann Blamey
Ed Jacobson
Tom Johnson
John Olkowski
Doug Scheffen
John Stauner
Stella Westfall
Gary Williams
Linda Woiak
FUNDS SERVING THE MERRILL AREA
Merrill Area Community Foundation Fund (2000)
Merrill Community Foundation Endowment Fund (2004)
Children’s Developmental Disability Fund (2005)
City of Merrill Park Endowment Fund (2011)
Dahm Family Fund (2011)
Richard V. Geiger Memorial Fund (2005)
Elsie H. Heckman Memorial Scholarship Fund (2010)
Hostvedt Family Fund (2000)
Lincoln County 4-H Leaders Association
Lincoln County Partners in Education Fund (2003)
Mitchell Metal Products Scholarship/Grant Fund (2003)
Linda Osness Park City Credit Union Fund (2010)
Sally Pfund Memorial Scholarship Fund (2011)
River District Development Foundation
of Merrill Fund (2011)
Frank Roskos Memorial Fund (2007)
Linda Semling Peterson Fund (2012)
Paul C. Simon Memorial Scholarship Fund (2008)
David & Emily Streich Scholarship Fund (2004)
Arthur & Audrey Taylor Fund (2012)
Alan C. Vecchio Memorial Fund (2013)
Tim Volz “79” Memorial Scholarship Fund (2009)
Merrill Area Board Members
Mike Ravn, President
Steven Dahm, Vice President
Tom Cadwallader, Secretary
Renae Frederick
Anthony Gerlach
Dan Hanson
Paul Klippel
Pete Lokemoen
Denis McCarthy
Deb Moellendorf
Dan Rupar
Linda Semling-Peterson
Dan Wendorf
cfoncw.org
REGIONAL AFFILIATE FUNDS
17
RESTRICTED FUNDS
SUPPORT WHAT MATTERS MOST TO YOU
Restricted and field of interest funds enable you to support charitable organizations or causes that are
important to you, today and long after you are gone. You can name broad areas of interest such as the arts,
resource preservation, youth, or elderly programming; or you can direct your contributions to a specific
nonprofit agency. The Community Foundation prudently invests and manages your gifts, generally using
only the earnings of the fund to award grants that align with your wishes.
RESTRICTED FUNDS ADMINISTERED
Albert Family Fund (2014)
A. Ward Ford Memorial Institute Fund (2001)
Alcohol & Drug Awareness Fund (1993)
Friends of Rib Mountain State Park Fund (2001)
Alcohol & Other Drug (AOD) Partnership Fund (2013)
Fred W. Genrich III Fund (1999)
American Red Cross Marathon County Chapter Fund (2001)
Girl Scouts Alexander Lodge Fund (2003)
Badger State Games Athlete Assistance Fund (2012)
Good News Fund (1998)
Beyond Pencils and Crayons Fund (2011)
Good News Project Endowment Fund (2003)
Big Brothers Big Sisters of Nortcentral
Wisconsin Fund (1998)
Goodwill Industries of North Central Wisconsin Fund (1997)
Birch Trails Girl Scout Council, Inc. Fund (2000)
Boys & Girls Club of the Wausau Area
Operating Fund (1999)
Grand Theatre Preservation Society Fund (1990)
GrassWorks Foundation Fund (2012)
Healthy Marathon County Fund (2007)
Center for the Visual Arts Endowment Fund (1992)
Hmong Education Fund (2004)
Central Wisconsin Educational Theatre Alliance Fund (2010)
Humane Society of Marathon County Fund (2002)
Community Arts Grant Fund (1997)
Carl Hummel - Wausau City Seal Fund (2013)
Community Corner Clubhouse Fund (2011)
EO Johnson Charitable Legacy Fund (2011)
Community Cultural Dance Club Fund (2004)
G.D. Jones Elementary School Playground
Project Fund (1999)
D.C. Everest Area Education Foundation Fund (2003)
Dee & Jack Fund (2014)
K Fund (2006)
Devoe/Silbernagel Memorial Fund (1989)
Knights of Columbus Fund for the
Cognitively Disabled (2003)
Edgar Area Education Foundation Fund (2008)
Roy Larsen Memorial Fund (1988)
Family Planning Health Services Fund (2000)
Lombard Collection Fund (1992)
COMMUNITY ARTS GRANT FUND
BUILDING COMMUNITY THROUGH THE ARTS
Cultural events and programs such as Mosinee Community Theatre’s performance of the “Wizard of Oz” in 2014
have the power to make us laugh, cry, reflect, dream, create memories, and share values through a collective,
unifying experience.
Since 1998, the Community Foundation has been enhancing and expanding local arts opportunities through its
Community Arts Grant Program. These grants enable local agencies to provide concerts, art exhibits, dance and
theatrical performances, in-school residencies, camps, and other quality arts programming often for free or at
reduced prices, making the arts accessible to all throughout Marathon County. Grant applications are accepted
and reviewed each spring.
Thirty-five grants totaling $80,000 were awarded in 2014. They were made possible through a grant to
the Community Foundation from the Community Arts Regranting Program of the Wisconsin Arts Board,
supplemented with a grant from the Wausau•Marathon County Fund and matching funds provided from
the B.A. and Esther Greenheck Foundation.
Mosinee Community Theatre performed
“The Wizard of Oz,” July 24-27, 2014, at the
Creske Auditorium in Mosinee
Photo provided by Created Anew Designs
18
cfoncw.org
Marathon County Historical Society Fund (2003)
Senior Life-Enhancement Fund (2007)
Marathon School District Endowment Fund (2005)
The Lawrence & Jane Sternberg Rivers Edge
Development Fund (1999)
Minocqua Public Library Foundation
Chester L. Suski Arts Fund (1996)
Robert W. Monk Gardens Fund (2008)
Tomahawk Educational Fund (2004)
Mosinee Educational Fund (2008)
Tyler’s Home/Opportunity, Inc. Respite
Mosinee Flowage Trust Fund (2006)
Mosinee Recreation Center Fund (1994)
Mount Sinai Capital Improvement Fund (2000)
Mount Sinai Congregation Endowment Fund (1994)
The Neighbors’ Place Community Garden Fund (2004)
The Neighbors’ Place Fund (2007)
Bob Nelson Memorial Recreational Fund (2002)
Never Forgotten Honor Flight Fund (2009)
Newman Catholic Schools Fund (1994)
North Central Conservancy Trust Fund (1996)
North Central Health Protection Plan Fund (2001)
North Central Wisconsin Donate Life Fund (2007)
Performing Arts Foundation Operating Fund (1991)
Pine Grove Mausoleum Fund (2003)
Rhinelander Area Food Pantry Fund (2014)
Rhinelander Bump Art Endowment Fund (2011)
Rhinelander District Library Foundation
United Way Endowment Fund (1991)
United Way’s Leave a Legacy Society Fund (2001)
Volunteer Center Special Projects Fund (1998)
VSA Arts of Wisconsin Fund (1995)
Wausau Area Mobile Meals Fund (1997)
Wausau Conservatory of Music Fund (1991)
Wausau Dance Theatre Fund (2001)
Wausau East High School Athletics Fund (1997)
Wausau Lyric Choir Endowment Fund (1998)
Wausau & Marathon County Parks Foundation Fund (1990)
Wausau School Foundation Endowment Fund (1997)
Wausau Symphony & Band Fund (1997)
Thelma Webb Fund (2011)
Wisconsin Valley Fair Educational Fund (2009)
Women’s Community Believe Fund (2012)
The Women’s Community, Inc. Fund (1998)
WXPR Public Radio Endowment Fund (1997)
Rhinelander Partners in Education Fund (2012)
YMCA Camp Sturtevant Fund (1998)
River Edge Fund (1991)
George L. Ruder Fund (1990)
19
SCHOLARSHIP FUNDS
CHANGE A LIFE AND A COMMUNITY THROUGH EDUCATION
When you establish a scholarship fund within the Community Foundation, you not only change the lives
of deserving students and their families, but also the community by investing in our future workforce,
entrepreneurs, and leaders.
You can establish a fund to memorialize a loved one, honor a certain scholastic institution, support a
particular area of interest, or benefit a specific academic level from preschool to post-graduate studies. Your
fund provides a permanent means of educational assistance, and our professional staff works diligently to see
that the eligibility criteria that you set forth are strictly followed.
SCHOLARSHIP FUNDS ADMINISTERED
Katherine H. Anderson Scholarship Fund (2008)
Elizabeth Hardy Kanemoto Scholarship Fund (1999)
Jeff Baum Aviation/Aerospace Scholarship Fund (2013)
Richard L. Knauf Memorial Scholarship Fund (2010)
Raymond A. & Amella P. Beilke Scholarship Fund (2008)
Joanne D. & Robert J. Kumbera Memorial
Scholarship Fund (1997)
Phyllis A. Bermingham Hmong Education
Nancy B. Laabs Memorial Medical Scholarship Fund (2004)
Elda Bonvincin Memorial Fund (2000)
Emma C. Larson Memorial Scholarship Fund (2009)
Win Brockmeyer Memorial Scholarship Fund (1996)
Barbara A. Lattimer Scholarship Endowment Fund (2001)
Jack Brokaw Memorial Scholarship Fund (2005)
Kyle R. Long Scholarship Fund (2004)
BYFL Scholarship Fund (2010)
Luthra Family Scholarship Fund (2014)
William Cherek Scholarship Fund (2001)
Marathon County Farm Technology Days
Ray Cheyka Memorial Music Scholarship Fund (2011)
Dexter & Ruth Cihla Scholarship Fund (2001)
Creske-Grassl Memorial Scholarship Fund (1999)
Cunningham-Weik Scholarship Fund (2014)
D&W Scholarship Fund (2006)
Dennis A. Derwinski Memorial Scholarship Fund (1997)
Linda Dodd Memorial Scholarship Fund (2003)
Mark H. Dreyer Memorial Scholarship Fund (1996)
Tim Driscoll Memorial Scholarship Fund (2008)
Donald A. & Arzelee M.S. Drown Scholarship Fund (1997)
Mary E. Dudley Piano Scholarship Fund (2004)
John & Elena Dzubay Memorial Scholarship Fund (2006)
EAA Chapter 640/Robert Payzer Memorial
Marathon County Labor Council Scholarship Fund (1998)
Marathon County Medical Alliance Scholarship Fund (1993)
Mark Foundation TLC Scholars Fund (1998)
Peter A. Mattiacci Athletic Scholarship Fund (1995)
Medical Staff Education/Library Fund (1995)
Berland A. Meyer Scholarship Fund (2005)
Mid Wisconsin Foundation Scholarship Fund (2013)
Gene & Carolyn Molinaro Scholarship Fund (2005)
Robert J. Neugebauer Memorial Scholarship (2014)
Robert J. Neugebauer Scholarship Fund (1998)
Newman Class of ‘63 Scholarship Fund (2014)
Northland Lutheran High School Scholarship Fund (1995)
OjO-Dor Scholarship Fund (1991)
Ort Enstad Kiwanis Scholarship Fund (2005)
Russell C. & Dorothy A. Paulsen Scholarship Fund (2000)
Walter (Coke) Fehl Hockey Scholarship Fund (2007)
Gloria Paustian Memorial Scholarship Fund (1991)
Lucille & George Ferguson Memorial
Matthew R. Paustian Engineering Scholarship Fund (1990)
Kristin Nell Geurink Memorial Montessori
Tom & Phyllis Riiser Scholarship Fund (1999)
River Valley Bank Music Scholarship Fund (2010)
William L. Goggins Memorial Scholarship Fund (1996)
Rotary Club of Wausau Scholarship Fund (2007)
William K. Gottschalk Scholarship Fund (2012)
June Brunner Schenzel Memorial Scholarship Fund (2009)
B.A. & Esther Greenheck Scholarship Fund (2006)
Larry Schmitz Wausau East Soccer Scholarship Fund (2014)
Bellamy Hamilton Scholarship Fund (2005)
James T. Schremp Memorial Scholarship Fund (2000)
Thomas D. Hammer Memorial Scholarship Fund (2014)
Marvin C. Schuette Memorial Scholarship Fund (2007)
Steve Hansen Earth Steward Scholarship Fund (2005)
Cornelia L. Seim Scholarship Fund (1993)
Sally M. Hattenhauer Scholarship Fund (2012)
Joseph “Pep” & Frances Simek-Enerquip Memorial
Patricia Hedblom Memorial Scholarship Fund (2005)
John & Fritz Howland Memorial Scholarship Fund (2004)
George & Lois Johnson Memorial Scholarship Fund (2000)
Russell Sliwicki Memorial Scholarship Fund (2002)
Scott Stasney Freedom Fund (2003)
20
cfoncw.org
John & Judy Stevens Music Scholarship Fund (2012)
Wausau East Class of 1960 Scholarship Fund (2000)
Harold & Ruth Tessmer Scholarship Fund (2012)
Wausau East Girl’s Swim Team Scholarship Fund (2006)
Jerome Thiessen Aviation Financial Assistance Fund (2010)
Wausau East Mathematics Department
Charles Thorpe Scholarship in the Visual Arts Fund (1998)
Ralph Tinker Scholarship Fund (1989)
TLC Scholars - WACFI Fund (1999)
Wausau Education Association Foundation (1997)
Wausau High School Class of 1963 Fund (2008)
Peter & Carol Tomasi Scholarship Fund (1994)
Wausau School District Secretaries &
Paraprofessionals Scholarship Fund (2013)
Archie C. Towle Aviation Endowment Fund (1998)
Richard Weinreis Memorial Scholarship Fund (2001)
Kimberly A. Van Den Elzen Memorial Scholarship Fund (1998)
Brett Robert Weller Memorial Scholarship Fund (2009)
Chia Vang & Chue Lor Scholarship Fund (2008)
Shari K. Widmark Memorial Scholarship Fund (2001)
Pastor Walter & Blanche Wahl Clergy
Development Fund (2006)
Wisconsin Aviation Hall of Fame Fund (2010)
Christopher M. Wallschlaeger Memorial Fund (2004)
Harry K. Wrench Jr. Memorial College
Wausau Area Builders Association Fund (1997)
Neng & Bao Xiong Volvo Scholarship Fund (2006)
Wausau Area H.O.P.E. Hmong Women
Tong Phia Xiong & Sale Lor Scholarship Fund (2011)
GIVING BACK TO THE COMMUNITY
CORNELIA SEIM: TOUCHING MORE LIVES THAN SHE EVER THOUGHT POSSIBLE
As the daughter of Herman Seim, co-owner of the successful Seim Brothers Men’s Clothing store in downtown
Wausau during the turn of the 20th century, Cornelia Seim realized that she had opportunities that others did
not. A 1925 graduate of Lawrence University in Appleton, Cornelia treasured her college education. It was her
wish to help make higher education possible for others. As part of her estate plan, she asked that scholarships
be awarded for deserving central Wisconsin students attending UW-Marathon County (UWMC) and Northcentral
Technical College (NTC).
After her death in 1993, Cornelia’s cousin, Ed Seim, worked with the Community Foundation to establish the
Cornelia Seim Scholarship Fund. “Cornelia wanted the fund to continue awarding scholarships long after her
death, and I knew the Foundation would be here for a very long time,” explained Ed.
Justin Cotter received a Cornelia Seim Scholarship in 2014 to pursue an associate’s degree in electromechanical
technology through NTC. “Receiving the scholarship was exciting news for my family,” stated Justin. “It has
enabled me to concentrate on my studies full time.”
As an endowment gaining accumulated
earnings while making annual grants, the fund
now exceeds Cornelia’s original bequeath.
Her generosity has funded nearly $100,000 in
scholarships, benefiting 72 students. Today, it
provides five $1,500 scholarships annually –
more than she could have imagined.
Justin Cotter, 2014 recipient of
a Cornelia Seim Scholarship,
pictured with his family
21
PROJECT FUNDS
AN EFFECTIVE WAY TO RAISE MONEY FOR A SPECIFIC CAUSE
The Community Foundation is available to serve as a repository for funds raised by our philanthropic partners’
capital campaigns and special projects. Working together in this way allows them to acquire funds for projects
that add to the vibrancy of our area’s quality of life, without having to handle the administrative details involved
with collecting and distributing the funds. This partnership also ensures that projects are completed within a
defined time period, and that donors’ tax-deductible gifts are acknowledged and used strictly for the purpose
they wish to support.
PROJECT FUNDS ADMINISTERED
Acton Academy Wausau Fund (2014)
Athletic Park Fund (2008)
Bike Trails Project Fund (2008)
Cameras for Cops Fund (2014)
Centergy, Inc. Fund (2006)
Children’s Museum Fund (2013)
City of Wausau Public Access Production Fund (2014)
Commission for a Greener Tomorrow Fund (2008)
The Connections Place Fund (2014)
Dairy Grazing Apprenticeship Fund (2012)
Dreams of Softball Fund (2002)
Edgar Summer Baseball Fund (2014)
Friends of Rib Mountain State Park Enclosed Park
Shelter Fund (2013)
Friends of Wausau Hockey Rink Expansion Fund (2013)
Galloway Playground Fund (2008)
Hardels’ HOPE Fund (2014)
Healthy Marathon County Partnership Fund (2007)
Hmong Veterans Memorial Project Fund (2014)
The Jeanie Marie Fund (2011)
Kenya Water Project Fund (2006)
Robert W. Monk Kitchen Garden Fund (2014)
Mosinee Community Athletic Complex Fund (2011)
The Neighbors’ Place Capital Fund (2007)
Paws Enforcing Laws Fund (2013)
People to People Project (Laos) Fund (2007)
Ramp Up Marathon County Fund (2014)
Rotary Club of Wausau Art Walk Fund (2014)
Rotary Club of Wausau Centennial Fund (2014)
Rural Health Initiative Fund (2013)
Stable Hands, Inc. Fund (2011)
Sudan Community Development Fund (2011)
Support for Sight, Inc. Fund (2013)
The Talent Shop Fund (2007)
Village of Hatley Park Improvement Fund (2012)
Wausau Curling Center Building Fund (2011)
Wausau Daily Herald Stock the Shelves Fund (2010)
Wausau Police Department K-9 Fund (2013)
Will Play for Fund (2013)
The Women’s Community Capital Campaign Fund (2008)
RAMP UP MARATHON COUNTY
IT’S MORE THAN A RAMP; IT’S FREEDOM!
For people with mobility issues, stairs outside their front or back door can
be barriers to independence and safety. Ramp Up Marathon County, a
partnership between several local nonprofit organizations
and volunteers, builds and installs ramps free of charge for
Marathon County adults in need, enabling them to
continue living in their own home instead of moving
to a nursing home or assisted living center.
To raise funds for purchasing lumber and other materials,
the group established the Ramp Up Marathon County
Fund within the Community Foundation in 2014.
Bill Pogge, Ramp Up volunteer, said the organization
appreciated the ease of working with the Community
Foundation. “Individuals and other foundations were able
to donate funds to help pay for ramp materials through
the Community Foundation, and we were free to focus
on building ramps and making connections with potential
ramp recipients and funding partners.”
Ramp Up Marathon County installed its first ramp in
October 2014
22
MAKING INNOVATIVE EDUCATIONAL PROGRAMS POSSIBLE
Beyond Pencils and Crayons Grants provide funding for creative educational experiences that engage students
in new and meaningful ways. In 2014, the Community Foundation awarded nearly $16,300 for diverse
programs such as “What Makes Wausau a Great Place to Live?” and “A Walk in Their Shoes – African American
History Celebration.”
Since 1997, Beyond Pencils & Crayons Grants totaling almost $440,000 have been invested back into area
schools for innovative programs, making it possible for teachers and teams of educators to implement 346
projects benefiting thousands of area K-12 students.
What Makes Wausau a Great Place to Live?
Applying the Concepts of Art and Design
During the 2014-2015 school year, 900 students from seven Wausau
area junior and senior high schools are learning about the elements
of art and the principles of design during a six-month photography
program entitled, “What Makes Wausau a Great Place to Live?”
The program includes a workshop with professional photographers
to learn about creative storytelling through photographs, and photo
shoots by students to capture the story of what makes Wausau a
great place to live. The program culminates in 2015 when students
submit their photos to the Woodson Art Museum’s website, where
the public will vote to select the 35 best photographs.
A Walk in Their Shoes - African American History Celebration
Bringing History to Life
Through “A Walk in Their Shoes” speaker series, students heard firsthand accounts of racism prior to the Civil Rights Movement, and the
events that brought about change. The series included presentations
by members of America’s first black paratroopers in World War II,
known as the Triple Nickels, and Carlotta Walls LaNier, one of nine
black students—the Little Rock Nine—involved in the nation’s first
A Beyond Pencils & Crayons Grant helps
efforts at desegregation in schools.
students discover “What Makes Wausau a
Coordinated by teachers from seven area school districts, the
presentations were a collaborative effort by north central Wisconsin
educators to help make history real and relevant for students.
The presentations were attended by over 4,000 students from
throughout the area.
Great Place to Live”
BEYOND PENCILS AND CRAYONS GRANTS AWARDED IN 2014
Athens Elementary School: $805
Come to the Cave!
Athens School District: $500
Keeping Athens Trails Green and Clean
Athens, DC Everest, Edgar, Marathon, Spencer, and
Wausau School Districts: $5,000
“A Walk in Their Shoes,” African American
History Celebration
Colby Elementary School: $500
Outdoor Classroom and Garden Expansion
DC Everest Area and Wausau School Districts: $2,500
What Makes Wausau a Great Place to Live?
DC Everest Area Senior High School: $2,000
Accentuate the Positive!
Mountain Bay Elementary School: $3,792
“Light and Color,” Dale Chihuly’s Glass Creation
St. Peter Lutheran School: $925
In the Big Woods
St. Peter Lutheran School: $250
School Rocks
A Walk in Their Shoes brought a World War II
veteran from the group called the “Triple Nickels”
to the area to share their story with students
and the community
cfoncw.org
BEYOND PENCILS AND CRAYONS GRANTS
23
WAUSAU•MARATHON COUNTY FUND DONORS
GIVE A GIFT THAT NEVER ENDS
The Wausau •Marathon County Fund is a permanent resource that allows the most flexibility when assessing
and responding to community need. Gifts are carefully invested and the earnings are used to award grants
that enhance the quality of life in the greater Wausau area and Marathon County forever.
We gratefully acknowledge the following donors who generously gave back to their community through
the Wausau•Marathon County Fund in 2014:
Bruce & Bev Abbot
In memory of William
Dovenbarger II, MD
Charles & Ginger Alden
Richard & Jane Allen
Steve & Pam Anderson
Anonymous
Aspirus
Randall & Kathrine Backe
Mike Bandoch
Leslie & Phyllis Baumer
Becher-Hoppe Associates
David & Gail Berge
Dick & Kelly Gehrt
LeRoy & Dianne Cherek
Thomas & Lynn Gelhar
Walter John & Rose Chilsen
Hugh & Diane Jones
Steven & Mary Coates
Russell & Georgia
Gilbertson
James & Rosalyn Coenen
Martin & Marilyn Glatczak
Jim Kemerling
James & Teresa Connell
Judy Gourley
Jeffrey & Delores Kessel
Constance Coulter
Don & Karen Grade
Roger & Kathy King
Tom & Sandy Craven
B.A. & Esther Greenheck
Foundation
Ronald & Janet Klimisch
Jeffrey & Gina Crispell
Michael & Laurie Crooks
Crystal Finishing Systems
Hugh & Norma Curtis
Mary Bethke
Alberta Cunningham
In memory of Lowell
Schonherr
Gene and Brenda Davis
Gary & Janet Bezucha
Dennis & Anne DeLoye
James & Rita Bjork
Mark & Jean Denfeld
Michael & Jane Blick
Gilbert & Charlene Dering
Duane & Peggy Bliese
Peter & Pat DeSantis
Verda Bliese
Scott & Linda Doescher
Stephen & Susan Blonsky
Arzelee Drown
Betty Blumenkamp
John & Amy Dudley
Rosalie Bolin
In honor of
Andrea Saeger
David & Margie Bosio
Mary Dudley & Greg
Wortman
Mary Bowden
Michael & Diane Eder
Don & Luanne Bradford
Keith & Janis Ellison
Brainard Funeral Home
Thomas & Karen Erickson
Mary Brennan
In memory of
Anastasia Brennan
Peggy Breske
In memory of
Mark Woyak
Jim & Liz Brezinski
Stewart & Tracy Etten
Jerrine Brinker
Jeff & Maria Bruggink
Kevin & Anne Flaherty
In honor of
Dennis Elmergreen
Jim & Boo Force
Tim Buttke & Kay Gruling
David & Julie Bernett
Edgar & Carol Betancourt
Normond & Roxanne
Johnson
Scott & Amy Cattanach
Steven & Yvonne Kell
Harlan & Elaine Grinde
Knutson Construction of
Schofield
Jeff & Julie Grip
Dean & Lindsay Koepke
Perry & Judy Grueber
Jim & Cindy Kraeger
Paul & Dawn Gullickson
Carol Krieg
Peter & Mary Gunther
Robert & Angela Kucirek
Hadley Office Products
In memory of
Ann Brown, Tim Brown,
Karter Fitzgerald, Ruth
Fox, Russell “Buck”
Grundy, Charles Pierson,
Leonard “Lenny” Salzman,
and Marcia Tillisch
Karen Haines
John & Carol Kuhn
Jim & Joan Hannes
Greg & Karen Harvey
Carl & Barbara Hash
Arlene Duncanson
James & Jan Hayes
Dawn Eckert
Eugene & Sherry
Heckendorf
Ollie Kyler
Bill & Kathy LaBrake
Jeffrey & Jan Lamont
Denis & Jeanne Lang
Dale & Jean Langbehn
Dave & Pat Langton
Jon & Loretta Larson
Dick & Lynn Lawson
Jamie Lemke
Sherri Lemmer
Laura Lenz
Tim & Cari Logemann
Andy & Crystal Jackson
Jim Lundberg
In memory of
Bob Mayer, San Orr, and
Jerry Schiebel
Charles & Peg MacCarthy
In honor of
John Hattenhauer
Tom & Jan Mack
In memory of Harlan
“Fuzzy” Hunger, Sid Kyler,
and Mary Murphy
Major Industries
David Johnke Estate
David & Carol Marquardt
Steven & Polly James
Clarence & Helen Marschall
Stephen & Wendy Fox
Randy & Anne Jefferson
Jacob & Kathleen Martens
Robert & Lucy Cadwell
Gary & Nancy France
Charles Jehn
Peter & Judy Mattiacci
Thomas & Jane Cane
Nancy Frawley
In memory of John
Trumbo
John & Tammy Johnkoski
Le Roy & Gail Matzdorf
Mary Jo Brinker
Carolyn Bronston
Darlene Caskey Loy
George & Carol Evenhouse
Robin & Jill Falkowski
Jacqueline Feck
Robert & Joyce Fergot
Mark & Tammy Filipiak
Joseph & Martha Henry
William & Carole Hess
Michael & Paula Hill
Rosemarie Hoenisch
Stan & Susan Hoffert
Mike Hoover
Elaine Hoppe
Scott & Ann Hunger
Steven & Susan Immel
David & Jane Janke
Johnson
24
Daniel & Linda Meschefske
John & Lynn Meyer
Patrick & Kay Meyer
Ray & Mickey Mickevicius
Bret & Sarah Miller
Steve & Shelley Miller
Suzan Miller
The Mint Cafe-Mary & Joe
Pepowski
Keith & Michele
Montgomery
Chris & Laura Petterson
Jerry Scheibl Estate
Kenneth & Judy Teeters
Gladys Petzold
Brad Schmicker & Sarah
Rudolph
Todd & Karen Toppen
Valley Scale Service
Jeffrey & Amy Plier
Molly Schroeder
In memory of
LaVerne Machtan
Kurt & DeAnn Schubring
Michael & Betty Porrey
Marion Schultz
Roger & Ruth Poutanen
Dave & Kathy Schuurman
Louis & Sandra Pradt
Brian & Roxanne Sladek
James & Jann Slayton
Joe Pribanich & Marsha
Fitzgerald
Grant & Eileen Smart
Lane & Linda Ware
In memory of
Richard Schill
Lyle Weden
Melanie Smart
Steve & Danielle Weiland
David & Beverley Smith
Arvilla Wendorff
Keith & Jenneane Smith
Steven & Marcie Wermund
Allan & Vonnie Solomonson
Gregory & Ann Werth
Gerard Phelan
Tom & Judy Pitcher
Tom & Laura Place
Mary Priebe
Pat & Sue Puyleart
Philip & Chris Valitchka
Dale & Sharon Volkman
Thavone & Manee
Vongphakdy
Bob Walraven
Linda Morrissey
Don Rahne
Fred & Beth Mueller
Tom & Marcy Rau
Murco Foundation
Cal & Bernice Raugh
Robert & Kathryn
Southworth
Gerald & Charmaine
Whitburn
Gene & Bea Musolf
Eric & Lisa Reeder
Calvin Sprik
Jay Wiedenman
Mark & Sue Nelson
William & Mary Nell Reif
Ivan & Anna Stanko
Norm & Joan Winterhoff
Charles & Diann Newby
Jerry & Dianne Ress
Robert & Linda Stasney
Dennis & Laurayne
Nicoliasen
Larry & Kerry Rickert
Pat Steffen
Wisconsin Public Service
Corp
Pauline Riedl
Tom & Judy Wittkopf
Laurence Niederhofer
Charles & Mary Rietz
Wayne & Sondra
Steffenhagen
Kevin & Betty Noel
Keith & Pam Steinagel
Mark & Rita Yaeger
Judy North
Thomas & Amy Robinson
Robert & Margaret Stieglitz
Mark & Nancy Zelich
Northwoods Jewelry
Company
Jim & Ginny Romanski
John & Carol Stilp
Edith Zepplin
Laurel Rouse
Tim & Kathy Strasser
Brent & Karen Zimmerman
Dennis & Mary O’Flyng
Lila Rouse
Patty Stueber
Dan & Theresa O’Leary
Stephen & Sara Roush
Charles & Susan Summers
IN-KIND DONORS:
Joan Oliva
Steve & Betty Ryan
Peter & Kim Susens
A Mountain Studio
Leland & Alice Olkowski
Paul & Rae Sanders
Chet Suski
Olson Floor Covering
of Wausau
Roger & Karen Sandquist
Tony & Jenny Sweeney
Advance Copy and Creative
Group
Stanford & Alice Schacht
Rob & Tammy Szekeress
Fred & Michelle Schaefer
Keith & Shelia Tang
Jamie & Diane Schaefer
Bill & Jean Tehan
In memory of
Harlan “Fuzzy” Hunger,
Mary Murphy, and
Richard Schill
Eldon & Patricia Pagel
Mark & Marilyn Paulson
Dennis & Grace Pegorsch
Gordon & Margaret
Scharnhorst
Chris & Kris Peterson
Marilyn Scheel
David & Mary Wood
Domtar Paper,
Rothschild Mill
Dudley Tower Management
Ruder Ware
Wipfli LLP
cfoncw.org
Mary McDonough
In memory of
Arlene Jarvis
Kathleen Meidam
25
WAUSAU•MARATHON COUNTY FUND DONORS
We recognonize the following gifts
given to the Wausau•Marathon County
Fund in honor or memory of a family
member, friend, or colleague:
Given in memory of Gordon Backer:
DeWayne & Iona Albright
Bill & Jean Backer
Steven Bjorklund
Thomas & Nancy Bogumill
Scott & Elizabeth Brizzolara
Clerestory Counseling
Dwight & Linda Davis
Envision Eyecare
John & Claire Flannery
Julie Goranson
John & Sally Hattenhauer
Heck Capital Advisors
Robert & June Heck
Michael Hermsen & Elizabeth Patterson
Odean & Janet Jerdee
Katie Johnson & Jessie Sky
L&W Supply
Russell & Barb Lambrecht
Gerald & Linda Kay Layton
Jim Lundberg
Tom & Jan Mack
Dale & Marilyn Matson
William & Ruth McEllhiney, Matt &
Cathy Rosing, and Carol Luste
Bret & Sarah Miller
Ralph Mirman
Neil & Mary Munson
Carrie Pieper
Bill & Bonnie Spear
Bill & Jean Tehan
David & Marlene Thompson
Harold & Ardis Westhoff
Jon & Pauline Zweck
Given in memory of Lois Drott:
Diane Bartell
John & Patricia Drott
Gary & Barbara Klofstad
Esther Schmirler
Bill & Jean Tehan
Given in memory of Dick Dudley:
Dudley Foundation
Kris Dudley
James Ramsland
Given in memory of Richard Helke:
Don & Debra Champan
Jeffrey & Mary Eckert
John & Claire Flannery
Eunice Gardner
Melanie Guckenberg
Kevin Held
David Hoffman
Roy & Kathy Kocik
Jack & Judith Rusch
Pat Salzar
Given in memory of Thomas O’Malley:
Associated Bank
Doug and Margene Bergstrom
John & Mary Evans
Kevin & Anne Flaherty
Nancy Frawley
John & Mary Ann Hartwig
Family Foundation
Peter & Nancy Hessert
Scott & Ann Hunger
Jim Kemerling
Charles & Nancy Knoeck
Donald & Grace Koch
Bonnie Kraft
Glenn & Jolene Lucci
Joan Oliva
Gary Treu Trust
Mary Zaborski
Virginia Zillman
Given in memory of G. Lane Ware:
Bruce & Bev Abbott
Larry & Ginni Baker
Mark & Ann Bradley
G.H. & Ila Brister
Diane Buechel
John & Carmen Cox
Dan Danson & Julie Luks
Dwight & Linda Davis
John & Amy Dudley
Mary Dudley & Greg Wortman
Duane & Margaret Erwin
Stewart & Tracy Etten
Blye Faust
Paul & Carol Fischer
Nancy Frawley
Gary & Gina Freels
John & Mary Ann Hartwig
Family Foundation
John & Sally Hattenhauer
Clare Hemenway
Allen & Mary Jane Hettinga
Harry & Nancy Holz
Barb & Harlan Hunger
Ted & Mary Kellner
Jeffrey & Lori Kibler
Doug & Betty Jo Klingberg
Tim & Cari Logemann
Donna Lorence
Jim Lundberg
Patti Kay & Fred Lundin
Shaun & Wendy Merriman
Larry Meyer Construction
Mike & Laurie Michlig
Hamid & Kathryn Milani
Bret & Sarah Miller
Daniel Minahan
James & Maxine Mulleady
Cal & Bernice Raugh
William & Mary Nell Reif
Jamie & Diane Schaefer
Harland & Kathleen Schraufnagel
Bill & Nancy Siebecker
John & Nancy Skoug
Bill & Bonnie Spear
Bill & Jean Tehan
Jon & Jane Wilcox
Wisconsin Historical Foundation
Philip & Adiene Zickerman
Given in memory of Jean Wergin:
Bill & Jean Tehan
Given in memory of Estelle Wolff:
Jeff & Dee Davis
Bill & Jean Tehan
James & Diane VanEyck
26
cfoncw.org
IN MEMORIAM
FOND REMEMBRANCES OF TWO COMMUNITY LEADERS
Two champions for the community who passed away in 2014 will be remembered for their tireless work in
making Wausau and Marathon County a wonderful place to call home. Through their dedicated service and
thoughtful leadership, Dr. Gordon (Gordy) Backer and G. Lane (Lane) Ware had, and continue to have, an
immeasurable impact on the quality of life in our area.
“Both Gordy and Lane loved Wausau. They were advocates for the city, and invested in the community
abundantly through the Foundation with their time, talents, energy, and resources,” said Jean Tehan, executive
director of the Community Foundation. “The greater Wausau area truly would not be the same without the
vision and leadership of these two remarkable men. They are missed greatly.”
DR. GORDON BACKER
Dr. Gordon Backer is widely known as the co-founder of the
Backer Eye Clinic in Wausau in 1965, now the Eye Clinic of
Wisconsin. Determined to do the “right thing” for Wausau, he
was passionate about improving the area’s growth and vitality by
serving the community through the arts, education, health care,
economic development, and charitable giving.
Gordy was a member of the Community Foundation’s Society
of Founders, Legacy Society, Distributions Committee, and
Investment Committee. He was also a member of the board of
directors from 1993 to 2000 and served as board president from
1998 to 2000. Remembering him, Jean commented, “Gordy was
an energetic leader who inspired others with his enthusiasm and
thirst for knowledge. He genuinely cared about this community
and those who live here, which showed in everything he did.”
Gordon and Arlene were quoted in the Community Foundation’s
1998 annual report as saying, “Our lives have been better because
of the legacy given our community by those who preceded us.
The Community Foundation provides us a way to pass on our gifts
to enrich the lives of those who will succeed us.”
Arlene & Gordy Backer
G. LANE WARE
G. Lane Ware, retired president of Ruder Ware Law Firm, was a prominent and highly respected Wausau
attorney for 48 years. He saw initiative and leadership as intertwined, and enthusiastically sought ways to make
a difference in the greater Wausau area. He served on the Foundation’s board of directors from 1998 to 2008
and was board president from 2006 to 2008. He also chaired the George L. Ruder Forum committee, and was
instrumental in raising support for the George L. Ruder Fund.
“Lane was a convener who liked to do business over a
meal,” said Jean. “He envisioned the Community Foundation
developing relationships with neighboring communities,
and was on the board when we transitioned our name and
brand from the Wausau Area Community Foundation to the
Community Foundation of North Central Wisconsin. His keen
foresight and desire to work together laid the groundwork for
today’s Regional Affiliate Funds.”
In addition to being a member of the Community Foundation’s
Society of Founders and Legacy Society, he and his wife,
Linda, established the G. Lane & Linda Ware Donor Advised
Fund in 1992.
They were quoted in the Community Foundation’s 2005 annual
report as saying, “We want our donations to reflect our values
and priorities. The Community Foundation helps us know that
our donations will find real and significant uses.”
G. Lane Ware
27
FINANCIALS
2014
SUMMARY
STATEMENT OF
FINANCIAL
POSITION
December 31, 2014
(with comparative
totals for 2013)
2013
ASSETS
Cash and investments
$ 43,928,271
Pledges receivable
Other assets
TOTAL ASSETS
$ 41,839,945
740,208 353,436 $ 45,021,915 1 ,496,093
335,746
$ 43,671,784
LIABILITIES AND NET ASSETS
Accounts payable and accrued liabilities
$
435,394 $
376,696
Funds held for agencies 6,743,302 6,876,134
TOTAL LIABILITIES
7,178,696 7,252,830
NET ASSETS
Unrestricted 10,671,044 10,503,523
Donor advised 10,935,730 9,711,345
Restricted 16,236,445 16,204,086
TOTAL NET ASSETS 37,843,219 36,418,954
TOTAL LIABILITIES AND NET ASSETS
SUMMARY
STATEMENT OF
ACTIVITIES AND
CHANGES IN NET
ASSETS
December 31, 2014
(with comparative
totals for 2013)
$ 45,021,915 $ 43,671,784
REVENUE AND SUPPORT
Total contributions
$ 4,905,999 $ 4,918,854
Less contributions from funds held for agencies 2,264,340 1,834,482
Contributions 2,641,659 3,084,372
Total investment income
Less investment income on funds held for agencies
Investment income
Other income
881,791 110,049 771 ,742 18,618 4,858,874
543,382
4,315,492
19,448
TOTAL REVENUE AND SUPPORT
3,432,019 7,419,312
GRANTS AND EXPENSES
Total grants
Less grants from funds held for agencies
Grants
3,949,295 2,399,257 1 ,550,038 3,082,938
1 ,585,421
1,497,517
Total operating expenses
Less administrative fees on funds held for agencies
Operating expenses
565,680 107,964 457,716 529,000
85,762
443,238
TOTAL GRANTS AND EXPENSES
2,007,754 1,940,755
REVENUE IN EXCESS OF EXPENSES
1,424,265 5,478,557
NET ASSETS - BEGINNING 36,418,954 30,940,397
NET ASSETS - ENDING
Auditors: Wipfli LLP
The complete audited financial statements and copies of
our tax forms 990 (and 990-T if applicable) are available upon
request by calling 715.845.9555 or e-mailing info@cfoncw.org. $ 37,843,219 $ 36,418,954
28
DONOR ADVISED FUNDS
RESTRICTED FUNDS
2010
$ 7,803,7 74
2010
$ 7,982,210
2010
$1 2 ,283,409
2011
$ 7,436, 7 1 2
2011
$ 7,629,640
2011
$1 2 ,635,402
2012
$8,393,380
2012
$8,529,206
2012
$ 1 4,017, 8 1 1
2013
$10,503,523
2013
$9,71 1 ,345
2013
$ 1 6 ,204,086
2014
$10,671,044
2014
$10,935,730
2014
$ 1 6 ,236,445
TOTAL CONTRIBUTIONS
TOTAL GRANTS
Agency Related
NET OPERATING EXPENSES*
Agency Related
2010
$6,173, 257
2010
$2,309,280
2010
$329,756
2011
$6,467,535
2011
$4,513,547
2011
$357,950
2012
$2,841, 3 5 1
2012
$5,1 15,745
2012
$ 41 7,847
2013
$4,918,854
2013
$3,082,938
2013
$443,238
2014
$4,905,999
2014
$ 3 ,949,295
2014
$ 457, 7 1 6
* less fees from agencies
INVESTMENT PERFORMANCE
10.2%
10%
9.3%
8.8%
8.1%
8%
8.1%
7.8%
Benchmark*
6%
4%
2%
*Target weighted index is currently comprised of the
following indices: 15% S&P 500, 5% S&P 400, 5% Russell
2000, 10% MSCI EAFE, 5% MSCI SC EAFE, 10% MSCI
Emerging Markets, 20% Barclays Aggregate Bond, 10%
HFRI Equity Hedge, 6% Bloomburg Commodities, 4%
FTSE NAREIT All Equity, and 10% HFRI FOF Conservative
3.5%
2.1%
0%
CPI+5%
Community Foundation of North Central Wisconsin
5.7%
1 yr
6.4%
3 yr
6.7%
1 yr
7.2%
Since 09/02
Investment Consultants: Fund Evaluation Group (FEG)
cfoncw.org
UNRESTRICTED FUNDS
29
GEORGE D. & ESTELLE B. WOLFF FAMILY FUND
MAKING A MILLION DOLLAR DIFFERENCE
The greater Wausau area will benefit greatly from a $1 million gift from George Wolff to the Community
Foundation in 2014. This gift established the George D. & Estelle B. Wolff Family Fund and will continue the
couple’s long tradition of giving back to the community through the Foundation—a tradition George is carrying
on since Estelle passed away on January 22, 2014.
Through the Donor Advised Fund, George has the flexibility to recommend grants in his family’s name that will
have a positive impact on the community without the burden of running his own private foundation. Confident
in the Community Foundation’s ability to meet the family’s philanthropic needs, the Wolffs’ son Bob stated, “We
never even considered forming a private foundation.”
George feels strongly about giving back to the community he and Estelle have loved. “Charity begins at
home, and Wausau is our home. There are many things going on here which we have supported, and many
more will need some help over time. I’d like to do that for our community.” The Wolffs, who established MidWisconsin Beverage in 1961, have generously supported the Wausau Curling Club, ArtsBlock, the Grand Theatre
Preservation Society, the Women’s Community, and the Center for Visual Arts.
Through the years, George and Estelle have also provided steady support for the Wausau•Marathon County Fund,
which enables the Community Foundation to address changing needs as they arise. Bob, a former president
of the Community Foundation, said, “My brother Dan and I are looking forward to seeing more great things
accomplished in our parents’ names. We know the Foundation will be excellent stewards of their gift.”
The Community Foundation honored the Wolffs’ legacy of giving with the Spirit of Philanthropy Award, presented
during the George L. Ruder Forum event held at the Wausau Country Club on November 13, 2014. Accepting the
award on his parents’ behalf, Dan stated, “This award generously recognizes my parents for a lifetime of giving
back to the community. They felt it was their responsibility and taught us by example to do the same. We are all
very proud of them.”
When presenting the award, the Community Foundation’s president, Jenny Sweeney, told the audience,
“George’s remarkable generosity strengthens the Foundation’s grantmaking capabilities, which in turn
strengthens the communities we serve in north central Wisconsin.”
Executive Director Jean Tehan added, “In our 27-year history we have had the privilege of working with many
generous donors who have contributed substantial assets for projects and programs that enrich our community.
We are deeply honored that the Wolffs have put their trust and confidence in us to administer their fund for the
benefit of the community that they love.”
Estelle and George Wolff were honored in 2014 with the Community
Foundation’s Spirit of Philanthropy Award
30
cfoncw.org
BOARD OF DIRECTORS / COMMITTEES / STAFF
BUILDING A VIBRANT COMMUNITY TOGETHER
Keenly aware of our responsibility as financial stewards, members of our board of directors and committees
work diligently to help donors achieve their philanthropic goals and to fulfill the Foundation’s mission. Assets are
strategically invested and the earnings thoughtfully disbursed for the long-term good of the communities we
serve. We thank these dedicated individuals for graciously volunteering their time and sharing their expertise for
the benefit of all who live in north central Wisconsin.
BOARD OF DIRECTORS AND CONSULTANTS
Jennifer B. Sweeney
President
Jamie C. Schaefer
Vice President
Fred T. Lundin
Treasurer
Susan L. Tiedemann
Secretary
Dan Danson
Dennis M. DeLoye
Steven M. Immel
Hugh E. Jones
Jim Kemerling
Cari Logemann
Mary Nell Reif
Phil Valitchka
Randy P. Verhasselt
Manee
Vongphakdy Thomas A. Mack
Jay M. Wiedenman
Polly James
Portrait photography by Kirk Kolpitke, A Mountain Studio
Consultants to the Board:
COMMITTEES AND STAFF
Audit Committee
Fred Lundin, Chair
Jamie Schaefer
Jennifer Sweeney
Susan Tiedemann
Distributions Committee
Susan Tiedemann, Chair
Alex Dums
Peter Gaffaney
Polly James
Michael Nicklaus
Amy Plier
Mary Nell Reif
Jennifer Sweeney
Investment/ Finance Committee
Fred Lundin, Chair
Hugh Jones
Jim Kemerling
Dennis DeLoye
Jamie Schaefer
Scott Cattanach
Marketing/
Communications Committee
Phil Valitchka, Chair
Gretchen Nuckles
Randy Verhasselt
Manee Vongphakdy
Randy Winter
Nominating Committee
Hugh Jones
Mary Nell Reif
Jennifer Sweeney
Susan Tiedemann
Jamie Schaefer
Fred Lundin
Staff
Jean C. Tehan, Executive Director
Cindy Kraeger, Administrative Assistant
Sue Nelson, Program Manager
Tammy Szekeress, Operations Director
Pauline Zweck, Accountant
OUR MISSION:
We exist to enhance the quality of the greater Wausau area.
Past Presidents’ Roundtable
Ginger Alden
Gordon Backer
Keith Kocourek
James Lundberg
Thomas Mack
Sarah Miller
Ralph Mirman
Todd Nicklaus
Jeny Nieuwenhuis
Linda Prehn
Beverley Smith
James VanEyck
G. Lane Ware
Robert Wolff
Nonprofit
U.S. POSTAGE
PAID
Wausau, WI
Permit No. 219
500 First Street, Suite 2600
Wausau, WI 54403
THANK YOU for being
our philanthropic partner.
Your strong support makes
our work possible, and
enables us to achieve our
unified goal of a vibrant
community. Together, we
help create and sustain
the highest quality of life in
north central Wisconsin—
today, tomorrow, and always.
We are in compliance with National
Standards for U.S. Community Foundations
715.845.9555 . info@cfoncw.org . www.cfoncw.org | ©2015 Community Foundation of North Central Wisconsin

the Community Foundation 2014 Annual Report PDF today

Transcription

Similar documents

Vocational Scholarship Program

Attn: SENIORS - UTSA College of Education

Synyster Gates - Musicians Institute

Nacom Scholarship Application

TNEA 2016 - Leo Muthu Merit Scholarship

2016 Scholarship Summary Fair Chance Scholarship

p r o G r a m p r o G r a m

See Promotional Flyer

Connexus Credit Union Fact Sheet

About the Scholarships: General Information