DSA Community Foundation - Duluth Superior Area Community
Transcription
DSA Community Foundation - Duluth Superior Area Community
continued from front page Community Fund. Donors making gifts in 2008 are in bold type. • Madeline Island Museum (SHSW) – $3,000 for the Anishinaabe Homecoming project. Unrestricted Fund, Grutzner Madeline Island Fund N N U A L R PHOTO BY STONEHOUSE PHOTOGRAPHY We are collecting email addresses from those who would like to receive invitations and our newsletter Connections by email. If you prefer paper you don’t need to do a thing. If you would prefer to get our news by email let us know: aiacf@centurytel.net IN MEMORY OF: Cyrus S. Collins Madeleine Collins Angie Ross Doring Herb Frank Eleanor Frostman Dr. George Griese Margaret Lytle Kierland Mildred LaPointe Orpha Locey Mark Musolf Arnie Nelson Virginia Nelson Florence Chisholm Henry Psota Margaret Rdzak Margaret “Mike” Vennum E P O R helping you make good things happen A P O S T L E I S L A N D S A RAEP A T SY AFRUENAD O SCT O L EM IMS LUANNI D A N A F F I L I AT E O F T H E D U L U T H S U P E R I O R A R E A C O M M U N I T Y F O U N D AT I O N COMMUNITY FUND APOSTLE ISLANDS AREA 2 0 0 9 An affiliate of the Duluth Superior Area Community Foundation 300 Manypenny Avenue, P.O. Box 332, Bayfield, WI 54814 • 715-779-7021 COMMUNI MUNITY Y FUND SPECIAL EDITION: 2009 Grants Announced at Public Event 2008 Annual Report Inside Guests attending our public Grants Program and Reception on May 14 heard about nine area projects made possible with grant support from the Apostle Islands Area Community Fund this year. “We are pleased to be able to award a total of $27,997,” announced Patty Carver who chaired the Grants Committee. “It’s really inspiring to see what organizations are able to accomplish with relatively small grants,” Carver commented. Grants ranged from just over $1,000 to the maximum of $5,000. Projects receiving funding in 2009 are: 2008 Tribute Gifts were received: IN HONOR OF: Lois Albrecht Eleanor Bussey Jeannette Caspari John Caspari Nelson Dahlin Beta Bodin Bette Ann Bell Fritz Lisa Kierland McCally The Apostle Islands Area Community Fund is a permanent community endowment, made possible with gifts large and small from over 250 individuals, families and businesses. For information on applying for a grant, making a gift, or creating a fund with a specific purpose contact Lois Albrecht at our office: aiacf@centurytel.net or 715-779-7021. • Recreation Fitness Resources, Inc. – $3097 for staff training and two staff certifications. Unrestricted Fund • Madeline Island Music Camp – $5,000 for staff support in preparation for their 25th Anniversary in 2010. Unrestricted Fund • Lake Superior Big Top Chautauqua – $1,170 for Apostle Islands Youth & African Children’s Exchange. Human Rights Fund • First American Prevention Center – $2,560 to re-establish a Junior Tribal Council. Unrestricted Fund T ec tio ns C o nn A Email or Paper? PRE-SORTED STANDARD US POSTAGE PAID PERMIT #12 BAYFIELD, WI 54814 8 Tom George, Executive Director of the Madeline Island Music Camp, receives a grant from Marcia Henry. • Town of La Pointe – $3,000 for the Alternative Energy Feasibility Study. Unrestricted Fund, Grutzner Madeline Island Fund APOSTLE ISLANDS AREA 0 • Forgotten Wisdom, Inc. – $4,170 for the Red Cliff Youth Radio Documentary project. Human Rights Fund, Unrestricted Fund S U M M E R Grants Committee Chair, Patty Carver (l), and Marcia Henry (r) spoke to over sixty people who attended this year’s Grants Program. • Bayfield County – $3,000 for a wind feasibility study near Mt. Ashwabay. Unrestricted Fund • Ashwabay Outdoor Educational Foundation, Inc. – $3,000 toward a Park Development Design & Build project. Unrestricted Fund continued on back page COMMUNI MUNITY Y FUND 0 Jim & Cheryl Samples Holly C. Sampson Kevin & Dana Sandstrom Nancy & Steve Sandstrom Carlin Scanlan Sheila & Edward S. Seim Michelle & Tom Shrider Vernon & Barbara Sieling Nick S. & Nancy Sievers Carl & Liz Silverman Charles & Janet Simoneau Howard & Leona Smith Carolyn Sneed Keith & Carol Sowl Aaron E. Staab Leo & Chris Stern James A. Stolpestad Becky Byers Strand Susan L. Streitz Virginia & Ed Stringer Donald Stroot Superior Charters, Inc. John & Fran Swanson John & Elizabeth Telford Bud & Karen Thiel John & Mary Thiel Richard G. Thompson Ralph & Loanne Thrane Bayfield Farms, Inc. Christine & James Torke Lynn Torke Michael Torke Thomas & Lavetta Torke Trudeau Construction, Inc. Robert Tucker Virginia Vogt Vance Steve & Nami Vizanko Richard & Florence Vogt Lynne & Johanne von Trapp WM Foundation Evelyn Wright Donald A. & Marilyn A. Youel Anonymous Donors (3) An affiliate of the Duluth Superior Area Community Foundation 300 Manypenny Avenue, P.O. Box 332, Bayfield, WI 54814 2 William & Marilyn Larson Eric & Laurel Lein James D. & Jan E. Leffler Patricia Lenz & Michael Spencer Drs. Sidney & Lynne Levitsky Joseph M. Lievois Bob & Diana Lind Wayne & Gay Lindquist Hal C. & Marty A. Liphart Leslie Livingston & David Miller Dave & Ann Locey Judith Lokken-Strom Mary & Robert Lunde Doralu & Bill Lynch Cray McCally Lisa Kierland McCally William F. & Mary T. McCarty Dennis & Barbara McCann Ann B. McKinney Malcolm & Wendy McLean Paul A. McLeod, M.D. Debra McRoberts Mains'l Services, Inc. Tom & Judy Manley William C. & Eunice C. Matthews Dorothy S. Merchant Metropolitan Endodontics, Ltd. Edward & Dawn Michael Marjorie K. Miller Jane & Jim Moeller Beverly T. Morcos Thomas & Sally Morin Dr. Mark Moskowitz Mark E. Musolf & Jocelyn Jacobs Musolf Greg Navarro & Patricia Deragon Monica Gray-Nelson Jim & Betsy Newton David & Bernice Nixon Dan & Marilyn Nourse Mrs. Lyman Nourse Gerald R. O’Brien, M.D. William P. & Evelyn C. O’Brien Cari & Jeff Obst Art & Joan Ode. Phil & Sheree Peterson Jerry & Mary Phillips Margot H. Phillips & Mary H. Smith Judith Polich Pomeroy Family Foundation Port Superior Village Association, Inc. Sandy Pratt Ted & Theresa Priem Patrick & Barbara Provo Tom & Liz Purcell Gene & Carole Qualle Racheli's at Twin Silos Thomas J. Radtke Michael & Kathleen Radtke Dean Rau & Sarah Lund Reed Realty Larry A. Reiten Sarah Renner Mary H. Rice Foundation Kent & Dorothy Richmond Gary H. Rieman Mark Rogers Betty W. & Peter M. Rogers Roe and Meyer, S. C. Constance & Hamilton N. Ross Sally & Ham Ross Elizabeth Rumsey & Stephen Rice Gary Russell & Robin TrinkoRussell David Saetre & Janet Bewley ADDRESS CORRECTION REQUESTED 5 Mr. & Mrs. David Ekstrand H. Michael Eldred & Katherine Kitchell Elizabeth Emery Daniel Engstrom & Barbara Coffin Dennis & Susan Farrell Bill & Claudia Ferraro Alan & Beth Fischlowitz Susanne B. Fisher Carl & Margie Frederickson Tom & Roxanne Frizzell Warren & Beth Ann Gall Larry & Patricia Gansluckner Mr. & Mrs. James P. Gardner Mark & Julie Gaukler Preston & Jody Gee Elbridge & Barbara Gerry Mary L. Gokey Persis Gow Donald & Barbara Graham Margaret L. Griener Mrs. George Griese Eric & Barb Grutzner Janice & Fritz E. Grutzner Kris & Fritz P. Grutzner Joanne Hadland Robert Hadland Solvieg R. Hadland Bill & Fran Halverson Mr. & Mrs. Henry A. Harmon Grandon & Dorothy Harris Bruce Hartigan Tim & Kitty Hartnett Robert & Susan Hartzell Thomas Heberlein & Elizabeth Thomson Burke & Marcia Henry Joyce E. Henry Mrs. William Hepner Grant Herman & Gail Green Living Adventure Andy & Kitty Herriott Sally & Bill Heytens High China Poker for a Purpose Club Virginia Hirsch & Charles Haycock Ronald Hockin Ray Hoefert & Kathy Harrison Sarah M Houle-Johns Neil J. Howk & Susan M. Larsen Pugsley Fund of HRK Foundation HRK Foundation Stan & Mary Hunter Ann & Terry Huntrods Mary Lou & Pat Irvine Tom & Paula Iverson Mike & Connie Jackson Beverly Jensch Thomas & Marlene Jensch Kathryn Jensen & Robert Bloecher Curtis & Ruth Johnson Jerry & Merodie Johnson David Johnson & Mike Rasmus William E. & Nancy Platt Jones Eugene & Joy Jordan Art & Martha Kaemmer Peter & Lisa Kierland Otto W. Knauth Gary, Mae, Alex & Carleigh Knowles Keith Koenning & Patricia Murphy Kolar Auto Group Ernest and Janice Korpela Robert Kramer & Susi Saxl Tom & Kathy Kromroy Howard J. & Ruby Larsen : EDITION SPECIAL 2008 Report Annual Inside Lars & Nancy Akerberg Don & Lois Albrecht Jennifer E. Albrecht Rolf & Helga Altena Camilla A. and Howard R. Alton, Jr. Terry & Heidi Anderson Apostle Islands Realty, Inc. Michael & Deanna Asbell Associated Bank Sam Atkins & Eileen Kajiwara Jean P. Baker Richard Baker & Gail Konop Baker Mike & Jo Bailey Kathleen M. Barri Bayfield County Coffee Company Bayfield Presbyterian Church Rosamund Bell R.E. & Barbara Bellows Michael C. Berg Kathy & Greg Bergner Apple Grove Inn Robert H. Biegert Blue Vista Farm Beta Bodin Bonnie Bodin Thomas & Jeanette Bodin Bodin’s Inc. John & Jo Boll Bremer Bank, N.A. Otto Bremer Foundation Kari & Bob Breunig Mr. & Mrs. Michal W. Bristol Dan Bryant Bayfield Brunch Bunch Jean Buffalo Mark & Kate Bugher Martin and Sheryl Burkel Richard R. Burns Robert & Marilyn Buscher Bill & Nancy Bussey Terry C. Butler Beth Meyers & Kevin Buzicky John & Janet Cardle Lars T. & Mary E. Carlson Carolyn Foundation Sarah & Jerry Caruso Dick & Jody Carver Arnie & Patty Carver Jeanette Southmayd Caspari John E. Caspari Castille Family Alan Chechik James & Vicki Chossek James A. Collier Madeleine R. Collins Jim & Joanne Collins Gary E. Cooke Sheila Coyle Bill Cronon & Nan Fey Frank & Gisela Crosby Margaret V. Daly Mary L. Gokey Bill Damberg Mary & LeRoy Dahlin Robert L. Davidson Gerald & Susan DePerry Dr. Andrew Doroschak & Kathleen Anderson Robert O. Durfey Megan & David Dzwonkowski Celia G. Duquette Virginia M. Duncan Lucille Eckels Victoria Erhart Ehlers & Pierce CPAs s t i o n c e n n o C PHOTO BY STONEHOUSE PHOTOGRAPHY Thank you to all our donors whose gifts and pledges (as of 12/31/2008) are helping to build the Apostle Islands Area Our Spring newsletter featured a live webcam view of the Bayfield harbor and Madeline Island. We forgot to credit Apostle Islands Realty for the photo and webcam. You can see it anytime at www.apostleislands.com/webcam.html Thanks Kathleen! MISSION The Apostle Islands Area Community Fund encourages private giving for the public good in the Bayfield - Madeline Island - Red Cliff region. 2 0 0 8 A n n u a l Apostle Islands Operating Temporary Fund support the work of the Community Fund. Temporary Fund Letter to the Community Barbara and Robert Tucker Family Fund and the Eric and Greetings to all our many friends! Our 2008 Annual Laurel Lein Family Fund. All of these are open funds and Report reflects the generosity and commitment of all the additional contributions are welcome at any individuals, families and businesses that have time. chosen to give back to the Bayfield – Madeline I have enjoyed serving as the Advisory Board Island – Red Cliff region through the Community Chair over the last two years. In January Fund. We greatly appreciate your continuing I passed the gavel to Marcia Henry, who I know support. will continue to lead the Community Fund to I invite you to review the list of grants greater accomplishments. awarded in November 2008. Eleven projects In these challenging economic times many received $26,185 in competitive grants. An people have made it a priority to give where they additional $42,285 to our non profit partners Lavetta Torke live; whether it’s seasonal or year around. The through designated grants, rounds out our 2008 Community Fund provides a way for everyone, stewardship role. Over our eight year history, whether of significant wealth or modest means, the Community Fund has awarded a total of to make contribute to the long-term well being $164,000 to 67 projects. of our region. In 2008, the Martin Hanson Conservation To all our donors and future donors we Endowment was created by an anonymous donor extend our sincere gratitude. in memory of Mr. Hanson. The fund is designated Lavetta Torke to support the work of the Friends of the Apostle Advisory Board Chair, Islands National Lakeshore. Two new family 2006-08 funds were also established; the Ward, Miriam, Marcia Henry Ashwabay Outdoor Educational Foundation Fund provides support for Mt. Ashwabay Recreation Area’s family-focused recreation, arts and entertainment. Organizational Endowment Bayfield Community Education Foundation Fund facilitates achievement of educational excellence by students in the Bayfield School District. Organizational Endowment Bayfield Heritage Association Fund provides on-going support to promote awareness, appreciation and preservation of Bayfield’s distinctive history. Organizational Endowment CORE Endowment Fund supports CORE Community Resources, Inc. in meeting the needs of seniors who wish to age in place. Organizational Endowment Grutzner Madeline Island Fund supports projects that enhance the quality of life on Madeline Island. Field of Interest Endowment Martin Hanson Conservation Endowment Fund* supports the Friends of the Apostle Islands National Lakeshore, Inc. and honors the legacy of Martin A. Hanson. Designated Endowment 2008 Grants, Announced in November, Support Eleven projects We thank 2008 Grants Committee Chair, Dick Carver and his committee, for their work reviewing applications. The following projects received a total of $26,185 in competitive grants: PHOTO BY STONEHOUSE PHOTOGRAPHY • Christ Episcopal Church – $500 for Concerts at Christ Church summer music series. Unrestricted Fund • Northern Lights Services, Inc. – $2,681 for Project Speak, a 6-week project to train parents how to interact with their children to facilitate language development. Unrestricted Fund • Bayfield Regional Conservancy – $1,000 to expand the Outreach Coordinator position. Unrestricted Fund • La Pointe Community Clinic – $2,000 for Staff Assistance to hire a Registered Nurse to help meet increased patient visits. Unrestricted Fund, Grutzner Madeline Island Fund ADVISORY BOARD Apostle Islands Area Family of Funds R e p o r t • Bayfield Heritage Association, Inc. – $2,991 toward an Archiving Project for the “Past Perfect” system and training. Unrestricted Fund • Town of La Pointe – $2,500 toward Phase II of the Alternative Energy Project to determine feasibility of wind and/or solar energy for Madeline Island. Unrestricted Fund, Grutzner Madeline Island Fund • School District of Bayfield – $3,500 to support Our Story Project, an eight-week middle school collaboration to culminate in a community storytelling celebration and feast in March 2009. Human Rights Fund • Recreation Fitness Resources, Inc. – $3,113 toward training two new Aquatics Facility Operators, swimming instructors and other staff training. Unrestricted Fund, Apostle Islands Charitable Temporary Fund • New Horizons North – $3,000 for Train the Network, project to train families and service providers working with children on the Autism spectrum. Human Rights Fund • CORE Community Resources, Inc. – $1,900 for the Senior Program Series, which promotes the health, safety and wellness of older adults in our region. Unrestricted Fund • Northwoods Women, Inc. – $3,000 for the Community Readiness project to determine attitudes and appropriate education for children on violence prevention. Human Rights Fund Lindsay Hunt, Speech Language Pathologist, shares how one family's life was changed after participating in Project Speak. Grants from the Apostle Islands Charitable Temporary Fund: Human Rights Fund supports projects that promote tolerance and understanding, combat bigotry, racism, and discrimination in the Apostle Islands area. Field of Interest Endowment Program Services Fund provides direct support for the operating costs of the Apostle Islands Area Community Fund. Designated Endowment Lavetta Meyer Torke, 2008 Chair** Peter M. and Betty W. Rogers Fund allows the donors to actively participate in the grant making process. Donor Advised Endowment Marcia Henry, 2009 Chair Unrestricted Funds respond to the changing needs of the Apostle Islands region. Permanently Named Funds and mature Acorn Funds create a tradition of support, to address our region’s changing needs. Unrestricted Endowment Owner, Apple Grove Inn Community Representative Community Representative Joe Bresette** Director, Red Cliff Tribal Operations 2 0 0 8 A N N U A L R E P O R T 2 0 8 Managing Director, Employee Relations Solutions LLC Ray DePerry* Executive Director, Red Cliff Housing Authority Owner, Brittany Cottages at Coole Park Margie Frederickson, M.D.** Family Practice Physician, SMDC Fritz E. Grutzner Community Representative Kathryn L. Jensen* Senior Philanthropic Advisor Barbara McCann* Community Representative Beth Meyers N U A Director, Madeline Island Library * Term began 2009 ** Term ended 2008 R E P O 2007 Public Support and Revenue Contributions $161,717 Interest and dividends 13,671 Net realized and unrealized gain -414,695 Refunds of grants 0 __________ Total public support and revenue -239,307 177,155 14,602 100,025 0 __________ SCHOLARSHIP FUNDS Scholarships help deserving students pursue an education they might not otherwise receive. You can establish a scholarship fund to benefit graduates from a particular school or community. DONOR-ADVISED FUNDS A donor-advised fund allows you to take an active role in your philanthropy, by making grant recommendations to charitable organizations. 291,782 Grants, Fees, and Operating Expenses Grants 68,470 Bank trust fees 5,976 Miscellaneous 41 Functional expenses Grant making 5,418 Fund raising 9,510 Public education 31,365 Management and general 1,932 __________ Total functional expenses Constance Teisberg Ross Lois Albrecht Holly Sampson President, Duluth Superior Area Community Foundation 324 West Superior Street Duluth, MN 55802 218-726-0232 hsampson@dsacommunityfoundation.com www.dsacommunityfoundation.com T ORGANIZATIONAL ENDOWMENT FUNDS You can create a fund on behalf of an organization or make additional contributions to one of our established funds. Organizational endowments provide long-term financial stability to a nonprofit, allowing them to concentrate on their mission. 4,495 11,118 31,993 1,524 __________ 49,130 Total grants, fees, and operating __________ 122,712 expenses Change in net assets -362,019 116,812 __________ Net assets, beginning of year 1,238,830 __________ 1,413,800 __________ FUNDS FOR THE FUTURE Donors can leave a legacy through a simple bequest in a will, through a charitable lead trust, a charitable remainder trust, or with a life insurance policy. Creating a future fund to benefit the Apostle Islands region can, in some cases, allow you to realize financial benefits during your lifetime and create a charitable fund at a future date. Request our Handbook for Donors for more information on ways to give. 174,970 1,413,800 __________ $1,051,781 __________ TEMPORARY FUNDS Some donors prefer not to establish a permanent endowment but to expend the entire principal over a period of time. A temporary fund can accomplish that goal. Notes on Financial Status: Donor Services P.O. Box 332 300 Manypenny Avenue 715-779-7021 aiacf@centurytel.net www.apostleislandscommunityfund.org R 61,502 6,166 14 48,225 Net assets, end of year STAFF: Lois Albrecht Don Albrecht Lavetta Meyer Torke Thomas Torke L 2008 Community Representative The Legacy Circle recognizes individuals who have made a future gift in their will or estate plan. Donors can create a future fund for a specific charitable purpose, create a fund to benefit one or more non profit organization, or contribute to any of the Community Fund’s established funds. You may choose to remain anonymous. We are grateful to these Legacy Circle members: N DESIGNATED FUNDS You may choose one or more organizations to receive income from your designated fund in perpetuity. Alan Fischlowitz* Carl & Margie Frederickson Tom & Sally Morrin A APOSTLE ISLANDS AREA COMMUNITY FAMILY OF FUNDS FIELD OF INTEREST FUNDS You can create a fund to support a specific area of interest such as the arts, education, youth or historic preservation. Financial Status Richard L. Carver, 2008 Vice Chair** For information on The Legacy Circle and/or sample language to share with your professional advisor, contact our office at 715-779-7021 or aiacf@centurytel.net 0 UNRESTRICTED FUNDS Unrestricted Funds are the most flexible and responsive in meeting the changing needs in the Apostle Islands region. Gifts to the Unrestricted Fund are welcome in any amount at any time. Permanently-named Family Funds and Acorn Funds also help build our grant making ability. Community Representative *new funds established in 2008 2 Community foundations are a collection of many separate endowed funds established by individuals, families, businesses and nonprofit organizations to enhance the quality of life in a specific geographic region. There are a variety of fund options to meet particular charitable interests. Gifts can be made in cash, with appreciated securities, real estate, or through bequests, charitable lead trusts, charitable remainder trusts or life insurance. Donors may create a fund with a specific purpose or contribute in any amount to an existing fund. Patty Carver Acorn Funds allow an individual/couple to build a named fund over up to 10 years, while making an impact now. Unrestricted Endowment • Friends of the Recreation Center, Inc. – $30,000 toward operations of the Bayfield Recreation Center. Final installment of donor-restricted gift Ways of Giving Kathy Bergner, 2009 Vice Chair Albrecht-Vogt Family Fund Dr. Michael & Deanna Asbell Family Fund Bell Southmayd Lamont Family Fund Bodin Family Fund Collins Family Fund Helen DeHaven Bush Family Fund Cleveland Family Fund Tom & Roxanne Frizzell Family Fund G.R.A.C.E. Fund Joanne B. Hadland Family Fund Ole J. & Ingeborg Hadland Family Fund Hartnett-Helm Family Fund Kierland-Henry Family Fund Bill & Marilyn Larson Family Fund Eric & Laurel Lein Family Fund* Ann & Dave Locey Family Fund John S. Meier Family Fund Edward & Dawn Michael Family Fund Jerry & Mary Phillips Family Fund Pomeroy Family Fund Tom & Liz Purcell Family Fund Gene & Carole Qualle Family Fund Larry A. Reiten Family Fund Robert & Carolyn Sneed Family Fund Ward, Miriam, Barbara & Robert Tucker Family Fund* Kevin J. Buzicky Beth Meyers Richard L. Carver Catherine H. Hartnett Timothy V. Hartnett For further information on any of these projects contact the organization involved or our office 715-779-7021 or aiacf@centurytel.net We gratefully acknowledge the members of the Advisory Board, who volunteer their time and talents to guide the Community Fund. 3 1) Grants include discretionary grant making and Organizational Endowment earnings. 2) Net assets include gifts, pledges, endowed funds and temporary funds. A $100,000 temporary fund was established by anonymous donors in 2006, which will be granted over three years to a designated organization. 3) Net realized and unrealized gain/loss. When an investment is sold the gain or loss on the sale is recorded at the realized gain or loss. The unrealized gain or loss reflects the change in market value between the cost of stock when it was originally purchased and the value of the stock on the last day of the month. 4) We are grateful for a grant from the Otto Bremer Foundation which continues to support our operating expenses. “We make a living by what we get, but we make a life by what we give.” – Winston Churchill 2 0 0 8 A N N U A L R E P O R T 4
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