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Better Together Annual Report 2011


COMMUNITY FOUNDATI ON OF N ORTH C E NT RA L WA S H I NG TO N

Message from the Chair One of the greatest benefits of being part of the Community Foundation of North Central Washington is knowing first-hand how our communities are being impacted by philanthropy. The region we serve is large, but one commonality is the love for our surroundings. We live here for the four seasons, the mountains, the rivers and lakes. We care about our environment and our neighbors. Our nonprofit community works hard to assure that the greatest needs are being met in every way. Whether through children’s programs, arts and culture, environmental protection, education, or health and human services, CFNCW works with nonprofit organizations to provide resources for success. Through our Community Grants Program and Nonprofit Practices Institute, CFNCW strives to strengthen our nonprofits that are making such positive impacts in our communities. Whether you are a donor, a grantee, or a community resident, I hope you find our annual report conveys the great work being done across the region. I would like to extend a special thanks to our generous donors - without you, none of this would be possible.

Mary C. Murphy, CFNCW Board Chair

Our mission is to grow, protect, and connect charitable gifts in support of strong communities. We work in four basic areas: 1) making grants to strengthen and support local nonprofit organizations; 2) advancing philanthropy at all levels of giving; 3) raising awareness of local charitable needs and giving opportunities; 4) managing the investments of our community’s charitable endowment. The Community Foundation of North Central Washington (CFNCW) is a charitable community trust organized as a nonprofit in 1986 from the sale proceeds of nonprofit Chelan County Medical Service Corporation. Originally the Greater Wenatchee Community Foundation, the foundation began with approximately $2.1 million in assets. Today, CFNCW manages over $43 million in assets in over 400 individualized funds supporting charitable causes in Chelan, Douglas and Okanogan counties. Over $8 million has been invested throughout NCW through grants and scholarships distributed by CFNCW. CFNCW provides flexibility through tailored services that help individuals and families pursue their charitable dreams conveniently, effectively, and with maximum tax benefits. CFNCW is a collection of philanthropic funds created by donors who want to give back to their community for general charitable purposes or for a particular purpose - some during their lifetime, some by bequest. They all impact our community by supporting causes that work to make our communities safe, healthy, diverse, and protected for generations to come. 2


BE TTE R TO G E T H E R

In 2011... $2,376,143 total gifts were received to support charitable causes in our communities and beyond $1,519,374 grant funds were awarded through 342 grants to nonprofits across NCW $278,390 in scholarship funds were awarded to 151 NCW students pursuing higher education 600+ nonprofit leaders across NCW received professional development from our NPI events 100+ board volunteers were celebrated for their dedication and leadership 17 new funds were established that will bring positive impacts to our communities: James & Kathleen Arneil Community Fund Compassionate Care Insurance CVCH Nursing Scholarship in memory of Holly Williams Ferne Daniel Legacy Fund Diversity Justice Day Ronald Dean Estes Scholarship Guild House Endowment Harry & Kathern Lovejoy Scholarship Fund

MGIVE MGIVE Wenatchee Valley College Mustard Seed Special Agency Advised Methow Valley Endowment Rutherford Family Donor Advised Upper Valley Christian School Endowment Wenatchee Kiwanis Donor Advised Endowment Wenatchee Kiwanis Scholarship Winthrop Ice & Sports Rink Agency Advised

Establish a Fund with CFNCW The Community Foundation of NCW is for people who care about making this part of the world a more wonderful place to live, to learn, to work and raise family. No one knows exactly what our communities’ needs will be in 20, 50 or 100 years, but we believe that tomorrow’s local leaders will need substantial charitable resources to respond adequately to the issues of the day. Donors to the CFNCW want to make a real difference with their philanthropy and they know the Foundation has the ability to help them do just that. Individuals, families, organizations or businesses may create a named fund with a minimum gift of $5,000. Contributions can be made at any time, adding gifts when it is to your best advantage. It’s quick and easy to establish a fund at the Community Foundation—even if the gifts are complicated such as gifts of stock or real estate. And the best part is: our administrative fee is just 1%. Whether you want to be a part of grantmaking, establish a scholarship, or have charitable intent but not sure how to determine the most need, our professional staff can help acheive your charitable goals today and forever.

Table of Contents Financial Summary..............................................................................................................................................4 Community Grants Program Regional Impact Grants..............................................................................................................................6 Methow Valley Community Fund .......................................................................................................... 10 Nonprofit Practices Institute (NPI)........................................................................................................... 12 Scholarship Awards......................................................................................................................................... 14 Family of Funds................................................................................................................................................ 18 Donors................................................................................................................................................................ 24 Board and Staff............................................................................................................................................... 27

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FI NA NC I A L S U MMA RY

Statement of Financial Position Fiscal Years ending June 2011 and June 2010 ASSETS Cash Receivables and prepaid expenses Investments at market value Property and equipment, at cost, net of accumulated depreciation TOTAL ASSETS

FY11 $315,325 $582, 243 $41,827,075 $492,033

FY10 $471,340 $22,243 $37,022,134 $506,450

$43,216,676

$38,022,167

LIABILITIES AND NET ASSETS Liabilities Grants and accounts payable Funds held as agency endowments Unitrust and annuity obligations TOTAL LIABILITIES

$508,280 $17,603,375 $801,902 $18,913,557

$895,861 $16,720,596 $781,543 $18,398,000

Net Assets - Unrestricted General/Administrative Donor Advised TOTAL UNRESTRICTED

$6,408,413 $5,719,365 $12,127,778

$4,368,200 $4,541,888 $8,910,088

Net Assets - Temporarily Restricted Charitable Unitrusts Designated Scholarship Filed of Interest Fiscal Sponsorships TOTAL TEMPORARILY RESTRICTED TOTAL NET ASSETS TOTAL LIABILITIES AND NET ASSETS

$1,007,193 $4,935,960 $5,854,472 $350,369 $27,347 $12,175,341 $24,303,119 $43,216,676

$857,095 $4,893,045 $4,672,051 $269,789 $22,099 $10,714,079 $19,624,167 $38,022,167

$43,216,676

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$2,376,143

Total Assets

Contributions Received

$316,490

$1,481,774

Scholarships Awarded

Grants Awarded

Community Grants Program and Donor Advised


FI NA NC I A L S U MMA RY

Statement of Activities Fiscal Years ending June 2011 and June 2010 REVENUES, GAINS, OTHER SUPPORT Contributions Interest and dividends Investment gains (losses) Other income (expenses) TOTAL REVENUES

FY11 $2,376,143 $558,359 $4,048,197 ($174,994) $6,807,705

FY10 $2,860,526 $527,669 $1,928,871 ($107,409) $5,209,657

EXPENSES Grants and Scholarships Administrative TOTAL EXPENSES

$1,798,264 $330,489 $2,128,753

$1,546,163 $323,164 $1,869,327

$4,678,952 $19,624,167 $24,303,119

$3,340,330 $16,283,837 $19,624,167

Increase (decrease) in Net Assets Net Assets, beginning of year Net Assets, end of year

40.0 35.0 30.0 A S S E T S

25.0 20.0 15.0 10.0

2011

2010

2009

2008

2007

2006

2005

2003

2001

1999

1997

1995

1993

1991

1989

0.0

1987

5.0

Foundation assets are managed by: American Funds | Badgley, Phelps & Bell, Inc. | Dodge & Cox Loomis-Sayles | DFA | Pimco Funds | Turner Funds Stifel Nicholaus | Vanguard 5


COM MUN I TY G RA NT S PRO G RA M

Regional Impact Grants

Regional Impact grants are distributed semi-annually in the spring and fall and are used for general programs, start-up funding, special projects, small equipment, and other needs that help nonprofits move forward in their mission. Our grants committee visits each grant-seeking organization and determines funding based on several criteria, including: need, innovation, organization effectiveness and community support.

ARTS, CULTURE & HUMANITIES

$11,750

Apple Hill Art Camp Stipends for teaching artists for summer art camps

$2,250

Leavenworth Summer Theater $500 Video monitoring system for FestHalle productions to allow orchestra conductor and backstage actors to see activity happening on the stage Omak Performing Arts Center Foundation Series of performances for the 2011-2012 season

$3,000

Wenatchee Valley Museum and Cultural Center $3,000 Construct a new rotating exhibits gallery on the main floor to allow greater accessibility by the public and more flexibility for meeting space Wenatchee Valley Symphony Association $3,000 Operating support to create a website; additional percussion for use by both the symphony and other local arts and nonprofit organizations

EDUCATION $23,595 Cascade Education Foundation Strategic plan to help take the organization to the next level of effectiveness

$3,000

Cashmere School District $3,000 School district’s required contribution to operating costs of the Strengthening Families Program presented by WSU Extension Columbia Elementary School $945 Produce a drama with community presentation that fosters a sense of community service, creativity and belonging CWU Foundation $2,500 Bring Brewster middle and high school students to CWU for Breaking Boundaries program that inspires low income, at-risk, and first generation girls and boys to view college as a reachable goal Greater Wenatchee Parent-Child Preschool Replace the water heater and bathroom flooring

$650

Junior Achievement of Washington $3,000 Sponsor participation of Manson Elementary School students in Junior Achievement programs during the 2011 spring and fall sessions

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Manson Community Library Replace 20-year old carpeting (final phase of interior remodel)

$3,000

Methow Arts Alliance Art curriculum for Okanogan county schools

$5,000

Orchard Middle School $2,500 Forty heart-rate monitors for use in PE classes as an awareness tool to help reduce obesity and increase fitness levels


$19,000

C O MMU NI T Y G RA NT S PROGRAM

ENVIRONMENTAL/ANIMAL PROTECTION

Chelan-Douglas Land Trust $5,000 Feasibility study to determine financial goal of potential capital campaign and the writing of the case for support Ohme Gardens Friends Society Trenching and installation of safety lights on the pathway from the entrance to the lower lawn

$3,000

Okanogan Regional Spay & Neuter Costs for spay/neuter of cats and dogs for low-income families or individuals

$3,000

Trust for Public Land Support Living Landscapes Program

$3,000

Wenatchee Valley Humane Society Continue offering low cost spay/neuter procedures for low income cat owners

$5,000

HEALTH & HUMAN SERVICES

$95,271

Building Changes $3,000 Improve long-term self sufficiency for homeless job seekers by offering training and technical assistance to four homeless housing and service providers in Chelan, Douglas, and Okanogan counties Cancer Care of NCW Replace patient and guest beds

$5,000

Cashmere Senior Center Replace fluorescent light fixtures

$5,000

Chelan-Douglas Volunteer Attorney Services Operating support to subscribe wages of bilingual assistant

$2,000

Children’s Home Society AmeriCorps volunteer for the Readiness to Learn program

$4,000

Family Planning Association of Chelan-Douglas Counties Implementation of electronic medical records system

$3,000

Guild House Consultant to guide the building of community support for local hospice services and Hospice House

$2,500

Rebuilding Together, Wenatchee Clara has Turners Syndrome, a chromosomal abnormality that causes her significant vision and hearing problems. She has taken in and raised her grandchild, and since her husband’s passing has lived on a nominal income. Despite setbacks, Clara is strong and proud of her homeownership. While she does her best to make ends meet and care for her home, she could not afford much needed repairs. Through a grant from CFNCW, Rebuilding Together was able to take care of the plumbing and caulking needs in her kitchen and bathroom, Before After painted and repaired some deteriorating siding, and installed two new entry doors that provided her more security in her neighborhood, which is considered high-crime. Three others like Clara have benefited from repairs that now provide a safer environment for themselves and their families.

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COM MUN I TY G RA NT S PRO G RA M

Lighthouse Christian Ministries Operating support for organization serving meals to the homeless

$5,000

Mobile Meals of Wenatchee $5,000 Subsidize the cost of offering home meal delivery to the elderly, disabled, or those unable to cook for themselves Mountain Meadows Mechanical, full-body lift device to assist residents that are non-weight bearing or have fallen

$2,500

NCW Rural Heath Foundation $2,500 Support the Diabetes Program providing veggie vouchers to participants who complete weekly challenges; scholarships for program participants. Nuesta Belleza Latina NCW (Together! for a Drug Free Youth) Operating support for organization offering leadership training to Latina girls

$2,500

Okanogan County Community Action $5,000 Support PLANT (People Learning Agriculture and Nutrition Together) program creating small gardens at homes of WIC clients for families’ consumption and donation to local food banks Okanogan Douglas District Hospital Infant warmer

$2,500

Omak Food Bank Replace flooring in a storage/preparation room

$2,471

Rebuilding Together - Greater Wenatchee Home repairs and modifications for four low-income homeowners in the Wenatchee Valley

$4,500

Rotary First Harvest Support Okanogan Harvest VISTA position

$5,000

Solomon’s Porch $5,000 Fee for AmeriCorps volunteer to coordinate the Through the Noise program that offers tutoring and mentoring to high-risk and homeless youth in the Wenatchee Valley

Upper Valley Connection

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The UVC provides recreation and social activities for individuals with developmental disabilities and their families. They coordinate activities that help individuals function successfully in their communities and increase acceptance and appreciation from others. Each year in June, UVC hosts a Theatre Camp and performs for the public. UVC executive director Terry Anderman received an email from an audience member that read: “I just had to contact you and let you know that while in Leavenworth my granddaughter and I attended the Jungle Book production you did and to our surprise, you gave us a GIFT! We live in Coeur d’Alene, Idaho and thought this would be similar to one of the high school productions or summer theatre - we could not stop smiling or crying because of the pure innocence that we saw that evening.” The grant received from the Community Foundation will allow the UVC to continue providing memorable activities and meaningful social connections while encouraging appreciation and diversity in our communities, regardless of ability.


$5,000

C O MMU NI T Y G RA NT S PROGRAM

Together for Drug Free Youth Parenting classes

Upper Valley Connection $3,000 Operating support for organization that provides recreation and social activities to individuals and families with developmental disabilities Upper Valley MEND Develop and implement a strategic fundraising plan for Community Cupboard Thrift Store/Food Bank

$4,500

Upper Valley Swim Team Shed to store swim team equipment

$5,000

Washington Dads $4,000 Partner with Synergistic Effects in Tonasket to provide training, support, and outreach for families raising children with special needs in Okanogan county Wenatchee Family Counseling Services Teaching materials in English and Spanish to support individual and family counseling services

$1,800

Wenatchee Youth Circus Truck repair

$2,500

Women’s Resource Center $3,000 Summer lunch program for homeless children and those from very low income families; complete a fenced, grassy play area where lunches can be served

PUBLIC / SOCIAL BENEFIT

$5,918

Economic Alliance Major redesign of website

$1,500

NCW Business Loan Fund $3,000 Consultant to complete a detailed capital plan to expand the capacity for funding small businesses in NCW United Way of Chelan-Douglas Counties Awards for community service to high school students; award letters and certificates, T-shirts, ceremony

$1,418

Education, $23,595

Regional Impact Grant Distribution

Public/Social Benefit, $5,918

Health & Human Services, $95,271

Environmental/ Animal Protection, $19,000 Arts, Culture and Humanities, $11,750

$155,534

Total Regional Impact Grant Awards 9


COM MUN I TY G RA NT S PRO G RA M

Methow Valley Community Fund

Grants from the MVCF are distributed annually and used for general programs, start-up funding, special projects, small equipment and other needs that help a nonprofit fulfill its mission. MVCF was established to meet the specific community needs in the Methow Valley.

ARTS, CULTURE and HUMANITIES

$9,675

Confluence Gallery and Art Center Executive Director transition

$925

Merc Playhouse Operating expenses required to provide Pay What You Can performances for each show in the season

$1,500

Methow Music Festival Association Staff position to help with office support during festival months and absence of executive director

$1,000

Methow Valley Interpretive Center / Okanogan Historical Society Create, fund, and operate an interpretive center

$2,500

North Cascades Oldtime Fiddler’s Contest Support costs for 13th annual fiddler’s contest

$2,000

Pipestone Music Institute / Cascadia Support costs for 3rd annual summer music camp and musical scores for holiday concerts

$1,000

Twisp Rural Roots Film Festival $750 Website upgrade and design and print costs for festival program and T-shirts for 2nd Annual Film Festival

EDUCATION $11,768 Classroom in Bloom $828 Staff time for research, development, and coordination with Methow Valley School District teachers to more closely align the garden lesson plans with the Washington State ELR science standards Little Star Montessori School Climbing rope for playground enhancement project Methow Arts Alliance Support arts education programs in the Methow Valley School District Methow Valley Community School Creation and installation of student generated artwork on the Washington State Bird Trail

Methow Arts Alliance TwispWorks Artist in Residence, Martine Alicia

Workman, facilitates an Artist Residency in a classroom at the Methow Valley Elementary School. The class learned how to make "zines" — self published miniature magazines with a particular topic of interest. Many of the students’ zines were “How To...” guides, such as “How to Build a Birdhouse”. After significant cuts in arts education funding from the state, the grant received from the Community Foundation is helping the Methow Arts Alliance achieve their mission for arts education in 10 the Methow Valley.

$440 $5,000 $500


C O MMU NI T Y G RA NTS PROGRAM

Merc Playhouse The Merc Playhouse in Twisp is not your standard community theatre. Inside, the theatre becomes an adventure capsule, taking you to unexpected places. One of the goals at The Merc is to share the experience of live performing arts to everyone. Through a grant from CFNCW, The Merc offers Pay What You Can performances, expanding their love for performing arts to everyone - even those who can pay nothing at all. Methow Valley Elementary School 3rd Annual Young Writer’s Conference

$1,500

Methow Valley School District $2,000 Part-time counselor at the elementary school to provide direct services to students who suffer from social and emotional trauma Methow Valley School District Part-time college advisor for students at Liberty Bell and Methow Valley Independent Learning Center

ENVIRONMENTAL and ANIMAL PROTECTION

$1,500

$2,000

Methow Conservancy $2,000 Accreditation with national Land Trust Alliance; free workshops to local nonprofits to share general best practices learned as part of the accreditation process

HEALTH and HUMAN SERVICES

$11,000

Methow Valley Sports Trails Association $1,000 Two additional stories for StorySki - a story told on panels placed along popular trails within the Methow Valley Sports Trails Association trail system Okanogan Family Planning Operating support to keep the Room One satellite family planning clinic open for another year Red Shed Produce / Room One Materials and wages to create a demonstration garden Room One Match for AmeriCorps VISTA member for needs assessments and follow-up program development

PUBLIC and SOCIAL BENEFIT

$4,500 $500 $5,000

$8,000

Methow Valley Community Center Replace the windows in the gymnasium

$4,000

TwispWorks Renovate conference facility to serve as technology equipped classroom

$2,000

Winthrop Auditorium Association Sound system

$2,000

$42,443

Total Methow Valley Comm. Fund Awards 11


N ON PROFI T PRAC T I C E S I NS TI TU TE

CFNCW is committed to being our region’s nonprofit capacity builder. In 2006 our Board of Trustees allocated 10% of the unrestricted grant budget to regional capacity building activities. Since then, we partnered with the Icicle Fund and together have planned and produced capacity and skill building workshops, trainings, conferences and events designed to engage and enhance our region’s nonprofit professionals and volunteers. These are some of the events we held in 2011.

2011 NPI Summit

May 23 | Campbell’s Resort, Lake Chelan The annual NPI summit is a day-long conference with sessions that provide best practices, innovative ideas, resources and tools to our nonprofit workforce. Some of the sessions at the 2011 summit included: • Endowments 101 • Avoiding the Doghouse: Common Legal Issues for Nonprofits • Grant Seeking Basics • Planning to Deliver • Lessons from the Field: NPO Accountability • How to Avoid Legal Pitfalls: Tips for Success in Nonprofit HR Management • Ways to Improve Your Nonprofit’s Success Using Consultants • What Donors Want • Using Data to Build Your Case • Using Trends Data to Determine Needs • Gift Planning Philanthropy • Got Grants? Your Guide to Securing Federal Grants Attendees also got to “Meet the Funders” - representatives from various funding organizations shared important insight about their funding practices: what they look for, pitfalls to avoid, and tips for making projects shine above others. And finally, an “Expert Series” providing the opportunity to hear from leaders and visionaries from popular industries share trends, research data, and hot topics relevant to the mission and purpose of many nonprofits.

Survey Says! Here is what some of the attendees had to say about the NPI summit: “Thank you to CFNCW for their pursuit of excellence in serving the non-profits within NCW.” “A+! Todd is one of the best speakers EVER at the NPI. Bring him back every year. Each non-profit needs to attend his session!” 12

“I am not able to attend these types of trainings outside the area. An opportunity to access non-profit training in our own region is a huge benefit. I am looking forward to the expanded offerings in the future.”


NO NPRO F I T PRAC T I C E S I N STI TUTE

2010 Board Celebration Dinners

October 18 Leavenworth | October 19 Winthrop The Icicle Fund and the Community Foundation of North Central Washington partner each year to celebrate the hard work and dedication of the volunteers who serve as Board Directors and Trustees of our region’s nonprofit organizations. Dinners were scheduled in Leavenworth and Winthrop at no cost to guests. Board Celebration Dinners provide a special “thank you” for those that spend so much of their time on serving our communities. Special Guest Susan Howelett spoke during dessert, giving volunteers motivation, energy, and inspiration for their continued work and success.

Sleeping Lady Resort

Sun Mountain Lodge

Fall NPI Training

October 19 Cashmere | October 21 Winthrop Nonprofit leaders, staff, and volunteers are often overworked, stretching themselves thin with little time for much else. That’s why we developed a fun, interactive session facilitated by Susan Howlett that provided innovative ways to engage their board, effective tools for leadership, and fresh ideas for greater success. Topics included: • • • •

Recruiting board members more strategically Making board meetings more productive Turning leaders into compelling ambassadors and Engaging board members in joyful fundraising! Susan Howlett has been a consultant to hundreds of nonprofits throughout the United States for over 20 years. Susan cut her teeth being a board member, executive director and the development director before starting Susan Howlett Consulting. She has served for many years as core faculty in the Fundraising Certificate Program at the University of Washington, where she received their 2004 Award for Teaching Excellence. She developed the Nonprofit Management Certificate program at Bellevue Community College where she has taught grantwriting, fundraising, and board classes for 15 years. She is an author, teacher, trainer and receives rave reviews for her funny, engaging, and practical delivery.

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S C H O LA RS H I PS

Scholarship Awards

Investing in our children’s higher education might be the best investment of all. CFNCW manages 70 scholarships funds each established by donors who designate criteria they feel deserving of the award. A scholarship committee comprised of CFNCW board members, staff, community volunteers and designees chosen by the donor determine the award recipients. Below are scholarships awarded in 2011.

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AAUW / Dorothy Prewitt Pohlman Scholarship Sarah Bullis, Anna Edgar Altrusa Club of Wenatchee Scholarship Katheryn Hibbett

$3,000

Marlene and Henry Bauer Scholarship Haley Bayless Lee Bofto Honorary Scholarship Molly Morgan Brewster High School Mike Marin Scholarship Laura Zamudio, Alex Urias Brewster High School Rawson Scholarship Ashley Dezellem, Carlee Jarrell Cancer Care / Betsy Tontini Nursing Scholarship Sarah Bullis, Kandy Wesley, Molly Morgan Chelan County Fair Ambassadors Scholarship Sarah Cunning, Athena Neville Chelan County Fire District #1 Volunteer Assoc. Scholarship Thomas Weis Rudolph and Carolyn Christianson Scholarship William Ekstrom Cone Family Scholarship Casey Canavan, Lyndsey Fox, Abraham Arias Bud and Donna A. Corbin Memorial Scholarship Courtney Clifton, Genevieve Stephens, Korynn Blanksma, Taylor Christiensen, Cloie Cornell, Ryan Horne, Jared Jaeger, Chase Miller, Clint Vidano Melvin P. “Mel” and Lyndell Crowder NCW Memorial Horticultural Scholarship Kevin Kenoyer, Jorge Zavala CVCH Nursing Scholarship in Memory of Holly Williams Tristin Brown, Katherine Weeks Eric DePersio Memorial Scholarship Esperanza Melendrez Doell Family Scholarship Amanda Scott, Anastasia McRae Douglas County Waste Management Environmental Studies College Scholarship Mitchell Parsons Fern Cousineau Duncan Memorial Art Scholarship Samuel Strain Ferguson Family Engineering Scholarship Jakob Bahner

$4,000

$1,000

$525 $700 $1,550 $2,500 $3,000 $950 $12,900 $1,650 $3,150

$5,700 $2,000 $1,000 $2,125 $2,000 $4.200 $10,000


S C H O LA RS H I PS

First Presbyterian Church of Wenatchee Courtney Clifton, Brooklyn Sherrell, Genevieve Stephens, Korynn Blanksma, Taylor Christensen, Cloie Cornell, Ryan Horne, Jared Jaeger, Chase Miller, Clint Vidano Cathryn “Kate” George Frechen Scholarship Kristi Karns Henry Max Galbraith / East Wenatchee Grange #1012 Scholarship Elizabeth Garcia Fisk and Lila Gerhardt Scholarship Anna Kottkamp, Amber Gale, Jordon Doerr, Karsten Lorentz

$1,500

$205 $650 $6,800

Investing in Our Future Leaders CFNCW received a record number 972 scholarship applications in the spring of 2011 requiring the help of many people—134 to be exact! There were 67 committees, comprised of 134 volunteers and board trustees, who were responsible for examining the applications. "Receiving this amazing acknowledgement is a dream come true," said Fredy Cortez, recipient of the Melonye Shurtz Memorial Scholarship. "When I first started school in the Wenatchee Valley, college for me was just a farfetched illusion. Through my years at Eastmont High School, I have discovered my full potential to succeed and thanks to these scholarships, my future college career is assured." Donors who create scholarship funds establish the specific criteria for their awards. The committees must consider these requirements and stipulations when awarding certain scholarships, for example the Melvin P. 'Mel' & Lyndell Crowder NCW Memorial Horticulture Scholarship, which was awarded to Jorge Zavala. "Both my father and mother work in the field of agriculture as seasonal laborers and have Fredy Cortez worked in Wenatchee for almost Melonye Shurtz Memorial Scholarhisp 16 years," Jorge said. "Knowing LeMaster/Auvil Scholarship how much my parents have sacrificed on a daily basis inspires me to become an example for my younger siblings and also to show my parents how much I appreciate what they have done for me." Jorge said he plans on obtaining a Bachelor’s degree in Horticulture from Washington State University, and, when complete, will move back to Wenatchee to work in agriculture.

Jorge Zavalas Melvin P. “Mel” and Lyndell Crowder NCW Memorial Horticulture Scholarship Harry and Kathern Lovejoy Scholarship

"Agriculture is a big part of my everyday life," Zavala says, "so when I return, I will go above and beyond to insure that agriculture prospers in my community. Thank you again for providing this scholarship. It is because of people like you that my educational dreams will come true."

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S C H O LA RS H I PS

Virgil V. and Pearl E. Gustin Scholarship Christopher Bonel, Ashley Gibson, Katherine Schroeder, Judah Sherwood, Kyle Sima, Conner Smith, Steven Miranda, Chloe Pietrandrea, Clayton Ramin, Adam Schmitz Jack and Dede Hill / WSU Exchange Club Scholarship Amber Gale Roy W. Hill Music and Education Scholarship Anastasia McRae Gene “Sarge” Huber Band Scholarship Kiersten Bakke Dr. Stephen George Kerr Medical Memorial Scholarship Sarah Bullis Keyes Fiber / Don Evenhus Scholarship Brandon Beaudette, Chad Geren, Tatiana Osequera Stella Knobel / First Presbyterian Church of Wenatchee Mark Smeltzer Stella Knobel / Mary Jean Carter Scholarship Anastacia McRae, Lee (Rudy) Blomquist Lake Chelan Rotary Scholarship Lorena Mendoza, Casey Canavan, Samantha Cool, Madison Knaub, Erika Arechiga, Sarah Waszkewitz, Mari Schramm, Abraham Arias, Samuel Strain, Jordan Pittman LeMaster / Auvil Scholarship Casey Canavan, Samuel Strain, Abraham Arias, Lyndsey Fox, Fredy Cortez, Minerva Zayas, Analeydi Lopez, Jennifer Fabian, Thomas Weis, Adam Schmitz Harry and Kathern Lovejoy Scholarship Jorge Zavala, Bailey Dezellum Clarence and Della Murray Scholarship Nadia Chilmonik NCW Italitan Heritage Scholarship Athena Schleyer National / Welch’s Fred Killian Memorial Scholarship Haley Smasne Hal Newman Memorial Music Scholarship Anastacia McRae Okanogan Masonic Lodge #169 / Herbert and Elizabeth Davis Scholarship Carlee Jarrell, Ashley Dezellem, Laura Zamudio, Mariela Campos, Alex Urias, Amanda Youngers, Monzerrat Pio-Angel, Cole Seaver, Karah Duclos, Brita Ness, Nina Ekblad, William Ekstrom, Jesus Rubio, Jerid Peterson, Ryan Kells, Rachael Kraske, Nadia Chilmonik, Ilsa Rose-Witt, Cheyanne Sharpe, Talicia Miller, Lena Howe, Courtney Cook, Tania Perez, Haley Bayless, Tyler Thornton, Ruiyu Zeng, Jerian Ashley Paine Electronics Engineering Scholarship Samuel Fields Tanner J. Perry Memorial Scholarship Lee (Rudy) Blomquist

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$43,000

$600 $16,000 $1,000 $400 $1,675 $500 $1,925 $14,000

$10,000

$9,125 $4,350 $500 $1,000 $2,000 $13,200

$10,000 $500


S C H O LA RS H I PS

Josh Putman Memorial Scholarship Minerva Zayas Katie Rolfs Memorial Scholarship Francisco Sanchez Sybil Shearer Nursing Scholarship Eva Escoto, AnnAlise Nelson Melonye Shurtz Memorial Scholarship Fredy Cortez Silver Star Scholarship Casey Canavan, Samuel Strain, Jordan Pittman Bob and Valerie Valaas Scholarship Kasandra Mendoza WA State Apple Blossom Festival Foundation Scholarship Victoria Bravo, Sarah Waterhouse, Tatianna Hankins, Diana Rodriquez, Samantha Sinko, Elenore Bastian, Maycee McQuin, Elise Shae, Elissa Smith, Casie McGinness Wenatchee Bowling Association Kiersten Bakke Wenatchee High School Alumni Scholarship Kiersten Bakke, Aaron Carroll, Kasandra Mendoza, Molly Grater WHS Alumni - Class of 1952 Jane Lovejoy Memorial Leadership Scholarship Anastacia McRae Wenatchee Kiwanis Scholarship Mari Schramm, Sarah Waszkewitz Wenatchee Rotary Foundation Aaron Carroll, Claire Min-Venditti, Elizabeth Hernandez, Anayssa Pulido Wenatchee Rotary Foundation / Carol Norton Scholarship Sarah Bullis Wenatchee Rotary Foundation / Lud Solberg Scholarship Claire Min-Venditti Wenatchee Valley Medical Center Employee Scholarship Angelica Garcia, Amie Herron, Tiffany Briggs, Ana Hernandez, Elizabeth Luna, Rosario Maas, Ana Salazar, Justin Gault Wenatchee Valley Street Rods, Inc. Scholarship Sherrie Klinginsmith Wenatchee Women’s Bowling Association / Opal Wickland Scholarship Natalie Dodge Grace Ekman Whitley Scholarship Carla DePaz, Gabriela Vazquez, Jerian Ashley, Tayana Aiton, Yovanna Reyes Andrew York Memorial Scholarship Athena Schlyer, Raquel Ramos, Jessica Jackson, Mallory Gillin

$500 $500 $22,490 $1,500 $1,500 $1,000 $20,250

$1,375 $6,000 $2,770 $4,000 $14,660 $4,165 $2,000 $10,625

$1,500 $1,425 $15,850 $3,500

$316,490

Total Awarded in Scholarships 17


FA MI LY O F FU ND S

Agency Restricted|53 Funds

These funds are established by an agency in support of that agency. The endowment protects the principal of the fund and disburses regular income to an organization while allowing funds to be professionally managed. 1st Choice Drew-Allen Memorial Fund Art on the Avenues Endowment Richard E. “Dick” Bell Memorial Volunteer Wenatchee Valley Museum Camp Fire USA Camp Fire USA Camp Scholarship Cancer Care of NCW Endowment Cancer Care of NCW Special Project Cascade Medical Center Foundation Endowment Chelan Douglas CASA Program Chelan Douglas Land Trust Endowment Chelan Douglas Land Trust Reserve Chelan Douglas Land Trust Stewardship Chelan County Fair Ambassadors Scholarship Chelan County Fair Special Project Columbia Valley Health Clinic Rural Health Foundation Fund Douglas County Historical Society Endowment Douglas County Historical Society Special Project Ephrata Senior Center Ephrata Senior Center—Clement Pontsler Estate First Presbyterian Church Manse Friends of Physical Therapy Grand Columbia Council Boy Scouts Grunewald Guild Endowment Hospice Foundation of NCW Hospice Foundation of NCW Endowment Icicle Creek Music Center Special Project Lake Chelan Recreation Development Lake Chelan Community Services/First Home Loan Leavenworth Summer Theater Endowment Methow Conservancy Operational Endowment Methow Conservancy Stewardship Endowment Methow Valley Sports Trail Association MGIVE Margarite Miller Endowment Margarite Miller Missions Mission Vista Mobile Meals Special Project Mustard Seed Special Agency

18

$17,603,375 Total Agency Funds

Mustard Seed Neighborhood Center Endowment NCW Jail Ministry Okanogan Land Trust Okanogan Land Trust Stewardship St. Luke’s Episcopal Church Endowment St. Luke’s Episcopal Church Outreach Bob Stanley Performing Arts Center Endowment Bill & LaDean Steward Memorial Garden Upper Valley MEND Endowment Upper Valley MEND Special Projects Upper Valley Christian School Endowment Harold & Margaret Weed Wenatchee Valley Museum and Cultural Center Wenatchee High School Alumni Foundation Wenatchee High School Foundation Wenatchee Rotary Foundation Wenatchee Valley College Foundation Wenatchee Valley College Foundation— Omak Wenatchee Valley Museum and Cultural Center—Education Wenatchee Valley Museum and Cultural Center—Organ Wenatchee Valley Senior Center Endowment Winthrop Ice & Sports Rink Warner R. Waddell/Chelan County Fair Wenatchee Valley Symphony Wenatchee Valley YMCA—Camp Wenatchee Valley YMCA—Larry Hartog Youth Scholarship Wenatchee Valley YMCA—Isenhart Wenatchee Valley YMCA—Meikle Wenatchee Valley YMCA—Memorial Wenatchee Valley YMCA—Roy Wisdom Adele Wolford Endowment for Children


FA MI LY O F F U ND S

Donor Designated|50 Funds

A designated fund allows the donor to identify specific charities they want to support during their lifetime and beyond. Apple Valley District Friends of Scouting John & Rose Applegate Richard Owen Black Memorial John & Mary Rae Brown Fund #1 John & Mary Rae Brown Fund #2 John & Mary Rae Brown Fund #3 Camp Fire USA Camp Fire USA Camp Scholarship Cancer Care of NCW Special Project Cancer Care of NCW Endowment Central Washington Hospital Foundation Chris and Ruth Carantzas Chelan Fireworks Rudolph & Carolyn Christianson Community Congdon Archaeological Collection Ferne Daniel Ephrata Teacher Enrichment Herbert H. Fackenthall Designated Don Fager Boy Scout Activities Don and Thea Fager YMCA Camp Everett & Loretta Gibbons Memorial YMCA Jack & Dede Hill—NCW Council of Boy Scouts Jack & Dede Hill—Central WA Hospital Jack & Dede Hill—Panther Booster Club Jack & Dede Hill—United Way Jack & Dede Hill—Washington State Apple Blossom Festival Jack & Dede Hill—WHS Foundation Jack & Dede Hill—Wenatchee Valley Museum and Cultural Center Jack & Dede Hill—YMCA Roy W. Hill Donor Designated

$4,935,960

Total Donor Designated Funds Hospitality House Endowment Hospitality House Agency Advised First Presbyterian Church of Wenatchee McKinney-Osterloh Fund George F. & Mary Ellen Miller—Bach Feste George F. & Mary Ellen Miller—Wenatchee Civic Ballet George F. & Mary Ellen Miller—Camp Fire George F. & Mary Ellen Miller—Family Endowment George F. & Mary Ellen Miller - Salvation Army George F. & Mary Ellen Miller—St. Luke’s Episcopal Church Youth Ministry George F. & Mary Ellen Miller—Wenatchee Valley Symphony Organizational Effectiveness Henry A Prebble Family Endowment John & Mary Ann Snyder Community Every Child A Swimmer Earl and Barbara Tilly Boy Scout Harold O. & Margaret M. Weed Wenatchee Valley Senior Center Wenatchee Valley Symphony Association

Fiscal Sponsorship|2 Funds

A fiscal sponsorship allows for charitable donations to be received to an organization that is working to improve the community, but does not hold a 501(c)(3). Fiscal sponsors carry the financial responsibility while enabling the organization to carry out its goals.

Hospice House Pass Through Fund

$27,347

Total Fiscal Sponsorships 19


FA MI LY O F FU ND S

Donor Advised|67 Funds

This type of fund allows the donor (or designee) to serve as advisor to recommend grants from the fund. The donor becomes an active participant with identifying needs and grantmaking. Anonymous #1 Lloyd and Sue Berry James and Lynn Brown John R. Cedergreen Family Chelan County Fair Endowment Chelan Rotary Community Rudolph & Carolyn Christianson Community Resource Center Community Foundation of North Central Washington Board of Trustees Confluence Giving Group Fair Family Ferguson Family Charitable Hal and Florence Field Jay & Mary Gibbons Wallace V. and Lucille Gibbons Bill & Julia Gotthold Eric C. Jensen Memorial Scholarship Frederick M. Johnson Jubilee Peace and Justice Endowment Bruce & Virginia Kehr Robert & Mary Kintner Family KPQ Cares Leavenworth Rotary Endowment Manson G3 McQuaig Jubilee Brandi Merritt Lambert Mobile Meals Special Project Katie Moore Memorial Mustard Seed Special Agency Mustard Seed Neighborhood Center Endowment NCW Jail Ministry Okanogan Land Trust Okanogan Land Trust Stewardship Okanogan Masonic Lodge #169 Herbert & Elizabeth Davis Pateros Tutorial Peterson Family Pitts-McConnell Jim and Aileen Rosenau

20

$5,719,365

Total Donor Advised Funds Rotary Park Columbia Junction Rutherford Family Eliot and Tina Scull Family Terry A. and Suzanne Sorom St. Luke’s Episcopal Church Endowment St. Luke’s Episcopal Church Outreach St. Paul’s Lutheran School Foundation Stahler Family Bob Stanley Performing Arts Center Endowment Bill & LaDean Steward Memorial Garden Sunrise Rotary Club G. Raymond and Betty Lee Taylor Neil & Pat Thorlakson Earl & Barbara Tilly Upper Valley MEND Endowment Upper Valley MEND Special Projects Upper Valley Christian School Endowment Harold & Margaret Weed Wenatchee Confluence Wenatchee Kiwanis Wenatchee High School Alumni Wenatchee Valley Museum and Cultural Center Wenatchee Valley Sports Council Financial Aid Scholarship Wenatchee Valley Sports Council/Charlotte Martin Foundation Wilfred R. and Kathleen K. Woods


FA MI LY O F F U ND S

Scholarship|70 Funds

A scholarship fund allows donors to invest in our children as future leaders. Many are created in memory of loved ones, others from particular interests and passions. Donors establish scholarship criteria and designate members to serve on the selection committee. Altrusa Scholarship Fund of Wenatchee Marlene & Henry Bauer Lee Bofto Honorary David M Bohr Memorial Baseball Brewster Mike Marin Memorial Brewster High School—Rawson Camp Fire USA College Cancer Care/Betsy Tontini Nursing Cashmere Rotary Club Chelan County Fire District #1 Volunteers Rudolph & Carolyn Christianson Cone Family Bud and Donna Corbin Memorial Ramiro Cortes Melvin P. “Mel” and Lyndell Crowder NCW Memorial Horticultural CVCH Nursing Scholarship In Memory of Holly Williams Ferne Daniel Kelly Darlington—Winton Eric DePersio Memorial Doell Family Douglas County—Waste Management Environmental Studies Fern Cousineau Duncan Memorial Art Ronald Dean Estes Dr. Don Fager Nursing Ferguson Family Engineering First Presbyterian Church of Wenatchee Cathryn “Kate” George Frechen Henry Max Galbraith/East Wenatchee Grange Fisk and Lila Gerhardt Virgil V. and Pearl E. Gustin Jack & Dede Hill—WSU Exchange Club Roy W. Hill Music Gene “Sarge” Huber Band Dr. Steven George Kerr—Medical Memorial Keyes Fibre Corporation—Don Evenhus Stella Knobel & Mary Jean Carter Stella Knobel/First Presbyterian Church Music

$5,854,472

Total Scholarship Funds Lake Chelan Rotary LeMaster/Auvil Harry & Kathern Lovejoy Mission Clarence and Della Murray National/Welch’s Fred Killian Memorial Hal Newman Memorial Music Paine Electronics Engineering Tanner J. Perry Memorial Dorothy Prewitt Pohlman/AAUW Josh Putman Memorial Roki Veterinary Technician Katie Rolfs Memorial Marvin & Frances Salisbury—Wenatchee Nick Schoffen Music Sybil H. Shearer Nursing Melonye Shurtz Memorial Silver Star Chapter 93, Order of Eastern Star Sons of Italy Jill Wood Spanjer Bob & Valerie Valaas Health Sciences Washington Hispanic Roundtable Wenatchee High School Alumni Foundation Wenatchee Valley Street Rods, Inc Wenatchee Valley Medical Center Employees Wenatchee Bowling Association Wenatchee Kiwanis Grace Ekman Whitley Scholarship WHS Class of 1952—Jane Lovejoy Memorial Wenatchee Women’s Bowling Association Andrew York Memorial

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FA MI LY O F FU ND S

Field of Interest | 15 Funds

The donor specifies a field of interest - such as arts, education, environmental protection, etc. - but leaves the selection of grant recipients to CFNCW. This type of fund provides the recognition of the donor, but allows support for a variety of organizations in that field. Chelan Douglas Fire Emergency Endowment Chrissy Clements Endowment for Victims of Violent Crime Crime Stoppers - Wenatchee Valley Gates Great Giving Match Generations and Partners—Chelan Douglas Generations and Partnerships—Grant County Kids First Endowment Make a Difference Encore Award Methow Valley Community Methow Valley Endowment

$350,370

Total Field of Interest Funds Senator Linda Evans Parlette Leave A Legacy Washington State Apple Blossom Festival Waterville Community Wenatchee Community & Migrant Assist

Gift Annuity/Unitrust

The donor or designated beneficiary receives an income for life or a designated period of time with the remainder establishing a fund of the donor’s choice at CFNCW. William J. and Ann D. Henry Unitrust Merton Morris Hiatt Gift Annuity Dr. Arthur L. and Jean Ludwick Charitable Unitrust Donald L McEachern Charitable Remainder Unitrust McKinney Gift Annuity Della Murray Charitable Remainder Unitrust William f. Nerin Gift Annuity Marguerite Pierce Charitable Remainder Unitrust David I. & Marilyn S. Sabold Gift Annuity Terry & Suzanne Sorom Gift Annuity

$1,007,193

Total Gift Annuities/Unitrusts

Unrestricted

Unrestricted gifts enable CFNCW to meet ongoing needs in the community. This fund provides the most flexibility to meet changing needs of the region and are used to fund the Community Grants Program. Administrative Endowment CFNCW James & Kathleen Arneil Community Fund CFNCW Operating Fund CFNCW Unrestricted Fund CFNC Property Holdings, LLC Community Indicators Ferne Daniel Legacy Fund Lyle R. and Mildred I. Pein Fund Edna Schroeder Memorial Children’s Fund Woods Family Music & Art Endowment

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$6,412,090

Total Unrestricted Funds


FA MI LY O F F U ND S

Distribution of Fund Types Fiscal Sponsorship, $27,347 Field of Interest, $350,370

Unrestricted, $6,412,090

Scholarship, $5,854,472

Agency Restricted, $17,603,375

Donor Advised, $5,719,365

Donor Designated, $4,935,960

Gift Annuity/Unitrust, $1,007,193

In Memory

CFNCW manages donations for loved ones whose memory can live on through the foundation. In 2011, we honored those that have been a part of our North Central Washington community and continue to be remembered by contributions from family, friends, and caring community.

Arleen Blackburn Lee Bofto Patricia Borden Eric DePersio Ron Estes Genevieve Strand Jett

Kathy Kaysen Edna Marantos Ken Neumiller Charlie Johnston Elmer Oberg Tanner J. Perry

Anabel Rank Marion Traylor Bob Watson William Wolford

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D O NO RS

Our 2011 Donors

CFNCW expresses gratitude and appreciation for all of our donors that contribute to the foundation. Together, we are able to help make significant impacts in our communities. We recognize those donors below who gave during our 2011 fiscal year (June 2010 - July 2011).

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Kevin & Christine Abel • Administrative Office of the Courts • Ag Supply Co. of Wenatchee, Inc. • E. John Agnew & Patricia M. Hebert • C.T. & G.M. Ailts • Lesley Allan • Shirley A. Allyn • Brent Ames & Colleen Donaghy-Ames • ARMTECH, INC. • Kathleen Arneil • Kathleen Arneil • Anne Asbury • Gregory & Wendy Asimakoupoulos • Betty Avery • Keith & Michelle Balthazor • Lee & Mary Barnhill • Tim & Jeannine Barnwell • Ford & Marlys Barrett • Barbara Bates • Don & Karen Bates • Bill & Sally Bauer • Harry & Gwen Baughman • Margaret W. Baxter • Clarence Bechtol • Beckstead Electric, Inc. • Robert Behrens • Gus & Rhonda Bekker • Lee & Carol Benson • Marilyn Benson • Maribeth Berberich • Elaine P. Berry • John R. & Adele Bingham • Carol Black • Robert & Trina Blankenship • Allen Board • Steve & Patty Bogen • H. Carey & Kelly Boreson • Aida Bound • Tom & Mall Boyd • Elaine Bramer • Kate & Bruce Bratrude • A. C. Brazil • Inge Breiler • Terri & Sam Brenneke • Dr. & Mrs. Mark Broberg • Teresa Brooks • Denis L. Brown • Dr. James W. and Lynn E. Brown • Meghan Brown & Brandon Brown • Wendy Brown • Gordon & Agnes Brunette • Laverna Brunton • Margret Bryant • Arnold Buchholz • Bob & Carolyn Bugert • Rosemary Bulmer • Dwight & Janie Burke • Everett & Willow Burts • Lou & Rose Butkovich • Cindy Button • Thomas & Rosabla Byrne • C.A.S.A., Inc. • Carl Campbell • Donald & Rita Campbell • Robert & Theresa Carleton • Audrey Carson • Cashmere Valley Bank • Barb Caudle & Julius Heintz • James & Charlotte Caulkins • Wendell & Loretta Cayton • Central Lions • Central Washington Hospital • Gail Cerenzia • David & Phyllis Chambers • Larry & Sylvia Chapman • Chelan County Bar Association • Chelan County Treasurer • Chelan Rotary Club • Chelan-Douglas Land Trust • Patricia Christensen • Dana R. Christiansen • Tomasz & Victoria Cibicki • City of East Wenatchee • Eleanor Clark • Frank & Patricia Clark • Rita M. Clark • Irene Collins • Columbia Basin Community Foundation • Columbia Valley Community Health • Jayne Conaway • Connie L. Cone • Richard Congdon • Irwin G. and Judy S. Conner • Nick & Sharon Cooper • Randall & Sally Cooper • Alfred & Millie Cordell • Bill & Laura Cordell • Sara Cornell • Paul & Karlann Coughlin • Janie Countryman • Dick & Jill Courtney • Jack & Gale Courtney • Gregg & Jeanie Craft • Craig Fellowship Fund • Mickey Crater • Enid Crook • Ed and Marilyn Crouch • Christina A. Cuevas • Lyle & Gayle Cunningham • Betsy Cushman & Barb Preston • Amy Dahl • Matt & Lisa Dahlgreen • Pam & Allan Dais • Adrian & Milly Damish • Don & Margaret Danner • Ralph & Cheryl Dawes • Dr. Fred & Ann Deal • Clint & Kathleen Deason • William Denny • Robert & Colleen Derry • Tamara S. Dezellem CPA • Dr. Richard & Daniela Dickson • Robert & Carolyn Dillon • Margaret Doane • Donald & Patricia Dobbins • William J. and Carolyn Doell • Pamela Dormaier • Douglas County • Dave Dudley • Gordon & Jo Ann Duncan • Jay & Evie Dutton • Betty Duvauchelle • Duane Dynes • Melanie Eakle • Sandra Ecker • Richard & Shirley Ehrenberg • Warren & Evelyn Eikenberry • Kimberly Eiring • Chris & Judith Elder • Corky & Carleen Elliott • Steve Eng • Estate of Emma Jane Lovejoy • E. Dianna Estes • Erma L. Estes & Charles H • Linda Evans Parlette • Dr. Michael J. Fadich & Aimee Seely-Fadich • Linda Kaye Fagg • Brian & Shirley Fair • Lee & Charmaine Fanning • Leroy Farmer • John & Francesca Farrell • Edward and Cheryl Faust • Valerie Ferguson • Kristin Ferrera & Mark Shorb • Fidelity Charitable Gift Fund • Philip & Joyce Fikkan • First Presbyterian Church • Dan & Pat Firth • Robert & Judith Fisher • Mary Michelle Fleming and Dirk Horton • Nancy R. Focht • For Thors, LLC • Dale & Gail Foreman • Tim Forhan • Pete & Denise Fox • Peter & Cindy Fraley • Frank Parker Mfg. Co., Inc. • Greg & Janet Franz • Stuart & Sally Freed • P. Jane Frey • Beulah Friedrich • Edwin W. Frigard • Elizabeth Gans • Judy Gans & Joe Kalt • William L. Gans • Ruth W. Gardner • Phil & Wendy Garfoot • Merle Garland • Dennis & Jeanie Garrity • Joe & Ann Gaspers • Clay & Jessaca Gatens • Kay Geary • Mr. & Mrs. Bruce A. Gellatly • Dr. Gerald & Barbara Gibbons • Wallace & Anne Gibbons • Gordon & Deanna Gibbs • Lucinda Gilbert • Jane Gilbertsen • W. Dean & Marian Gillin • Raymond & Joanne Gills • Eugene & Virginia Gnagy • Michael Gnagy • J. Stephen & Tamar Goodfellow • Zoe Ann Goold-Smith • Mrs. Byron Gossman • Melba Gotshall • Dr. William E. & Julia N. Gotthold • Ron & Maja Gowan • Grace Ekman • Whitley Revoc. Trust • David Granatstein & Elizabeth Kirby • Kathleen Gray • Paul K. Gray • Everett & Jessica Green • Michael & Louana Green • Lawrence & Molly Griffith • Grunewald Guild • Thomas Guderian •


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Mary Jane Gurnard • Tom & Mary Guthrie • Matt & Cindy Gutzwiler • Jane Haase • Sarah Haggard • Joe & Barb Hahn • Nick Hamburg • Joyce N. Hamilton • William & Carolyn Hamilton • Taylor & Nancy Hanes • Faye Hankins • LuAnn & Harry Hansen • Michael & Heather Hansen • Lauribel Harrison • Bruce & Jean Haupt • Jack & Laurel Haynes • Neal Hedges & Diana Sanford • Roy & Rose Hendrickson • Ann D. Henry • John & Louise Herrick • Del & Dellas Herring • Joe & Kathy Herron • Merton Hiatt • Michael Hirai • Natalie Hoback • Arlene Hohisel • Jim & Beverly Holladay • Ernest & Maria Holland • Larry & Vera-Fern Holland • Honey Bear Tree Fruit Company • John & Judy Hook • Julia Howard • Gerald & Mylee Huber • Kenneth E. Hunnicutt • Diane C. Huntsinger-Carson • Judy Hutchinson • Icicle Creek Music Center • Icicle Fund • Patricia A. Innes • Gary & Elizabeth Isaacson • Bonnie Janssen • Linda J. Jastad • David & Cynthia Jaynes • Jerry & Lovelle Jeffris • Dr. and Mrs. James R. Jensen • June Jensen • Nancy Jensen • Charles & Joan Jinneman • John L. White, Agent • Bennis Johnson • Dennis & Sharron Johnson • Johnson, Gaukroger, Drewelow & Woolett, P.S. • Jay A. & Judy Johnson • Jeff Johnson & Lisi Ott • Lou Johnson • Mary G. Johnson • Rick D. Johnson • Terry & Mary Lou Johnson • Eleanor M. Jones • George & Patricia Jones • Gerald & Roberta Jones • Patricia A. Jones • William & Marilyn Jones • Marilyn Jursnick • Jan Kaiser • Tammy Kalt & Joseph • Sue Love Kanzler • Tracey & Donald Kasnic • Marvin M. Katz • Arlene Kaufman • Craig & Virginia Kellogg • Joe & Karen Kelly • Key Bank National Association • Bill & Lavonne Kiehn • Barbara J. Kinney • Anna Kinscherf • Mary V. Kintner • Dr. Michael & Nancy Kintner-Meyer • Dennis & Mary Ann Kirkland • James & Doris Kistner • Lance & Lynn Kliewer • Roger L. Knutsen • Marie Kohr • Steve Kolk • Michael & Rembie Krattli • Paul & Kari Kube • Frank Kuntz, CPA • Norm & Linda Kuntz • Gene & Gloria Kupferman • Gregory A. Lair • Lake Chelan Boat Company • Lake Chelan Chamber of Commerce • Daniel A. Lambert • Cathy M. & Ed Lane • Judy Lane • Lois Lane • Mary J. Lane • Robert W. Larse • Bill & Mary Kay Larson • George E. and Sharon E. Larson • Richard & Judy Latimer • Donald & Renae Lau • Teresa Lavender • Donna M. Law • Robert & Susan Lawson • Kerry & Cris Lease • Leavenworth Rotary Club • Terry and Carol Lee • Joseph Lentini • Christy Libbey • Janet Liberty • Lea Littlefield-Page • Marcella Liukko • Leticia Llamas • Nancy Lloyd • LocalTel Communications • Leonard and Linda Lombardi • Long Business Forms • Kristine Loomis • Billie Lopushinsky • Lost River Winery, LLC • Ruth C. Low • Mr. and Mrs. Dick Ludeman • Judith Lurie • Patricia A. Lynd • Barbara L. Lyon • Andrea Lyons • Karen Lyons • Mary and Lynn Madsen • George and Merrianne Makela • Janet Mangold • Dean and Susan Marney • Margo Marquess • Mrs. Katherine Marr • Ken & Margaret Marson • Kenneth J. Martin • Marco Martinez • Ellen M. Massey • Ruth E. May • Chad McBride and Brooke Page • Ronald and Mary Lou McCollum • Ann McConnell • Rebecca J. McDaniel • Chris & Holly McDarment • J.P. and Pat McDonald • Rich and Sharon McDonald • Kris McGregor • Leon & Bonita McKinney • Dick & Pat McLaren • Ronald & Betty McLaughlin • Sally McMahan • Scott & Maggie McManus • Francis & M. Barbara McMonigle • Tom & Mary Ann McNair • John Meenach • Karen C. Mehaffey • George & Dorthy Mehl • Todd & Amy Meier • Isabel Mejia • Methow Conservancy • Methow Valley Sport Trails Association • mGive Foundation • Microsoft Matching Gifts Program • Keith & Vicki Miller • Sam & Janis Miller • Sam & Janis Miller • Lila Mills • Richard & Judith Milner • Mission Vista • Moccasin Lake Foundation • Harold & Donna Moldstad • Cornelis & Catherine Molenaar • Moore Rents, Inc. • David D. & Sarah C. Moore • John & Mary Moore • Harriet Morehead • Scott & Holly Morehead • Pamela Morris • David & Irene Morrow • James H. & Evelyn V. Moss • John & Susan Mounsey • Dick Murphy & Pearl Wolfe • Mary C. Murphy • Dary & Pat M. Musilek • Eugene & Donna Nagatoshi • NCW Foundation for Youth • John & Julie Nebel • Marilyn Neumiller • Mr. & Mrs. Hugh B. Newberry • Byron Newell & Leesa Broker • Robert & Barbara Notter • Bryan & Cynthia Noyd • Ralph & Verna O'Dell • D. E. Odell • Office of Financial Management • Ralph & Bonnie Olson • Oneonta Trading Corporation • Pack 3 Cub Scouts • Paine Electronics, LLC • James & Debra Palmason • Gary Pape • Kylin Parks • Evangeline Parsons • Dan & Vicki Patrick • Robert & Marjorie Patterson • Amy & Kent Patton • Doug & Katie Pauly • Ruth C. Pauly • Jack Penhallegon • Bill N. & Louise Perry • Karen Peterson • Susan L. Peterson • Roy E. & Norma A. Phelan • Debbie & Dan Phelps • Philanthropy Northwest • Marguerite R. Pierce • Perry & Grace Pineda • Pipkin, Inc. • Don Pitts • Kevin & Susan Pitts • Donald & Jeanne Poirier • Port of Douglas County • Deborah Pryor • Puget Sound Energy • Martin & Suzanne Quinn • Ernest & Penny Radillo • Dennis & Betty Radke • William H. & Linda D. Ramsden • D. G. Rasmusson • Phil & Cheri Rayburn • Denise D. Recchia • Donald E. & Jane Reichert • Medra A. Reilly • Philip & Jo Anne Reiter • George & Delphia Remsberg • Jane Reynolds • Jim & Kim Richardson • Les & Donna Richardson • Linda Riesterer • Chuck & Jacque Rinker • Craig & Mandy Robertson • Steven & Julie Robinson • Ronald D. Estes, Attorney at Law • Aaron & Joanne

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Rosenthal • Joseph L. & Merry A. Roy • Carla Ruhs • RunWenatchee, LLC • James & Karen Russell • Peter & Karen Rutherford • Safar Law Offices • Salmon Enterprises • Sangster Motors • Allen & Myia Sanow • Christopher & Colleen Sargo • Herb & Christine Sargo • Larry & Neomah Scharps • Mark H. Scherer • Kathleen E. Schmidt • Rodney & Elizabeth Schmidt • Howard M. Schoffen • Linda Schorzman-Johnston • Clarence & LaVonne Schott • Frank and Susan Schultz • Kay Schumacher • Schwab Charitable Fund • Dwane Schwindt • Scott Land, Inc. • Drs. Eliot & Christine Scull • The Seattle Foundation • Bradley & Sharon Selland • Kevin & Stephanie Sellers • Kathleen Seureau • Greg & Kathi Shannon • A. Helen Sharp • D Mac Shelton & Frauke Rynd • Robert & Paula Shelton • Herb & Linda Sherburne • M. E. & M. J. Sherrard • Donald Shurtz, DDS • Alma F. Sigman • Sue Simmons • Marcey L. Skelton & Troy Skelton • Barbara Smith • Don & Deanna Smith • Nancy Smith • Kathy Smithson • Snapdragon LLC • Gertrude Snyder • Sons of Italy - NCW Lodge #2797 • Jeb & Galen Sorom • Dr. Terry & Suzanne Sorom • Gil & Kay Sparks • Speidel Law Firm • Richard & Kathy Spencer • David & Mary Ann Spies • Doris Stadler • Chris & Mimi Stahler • Anne M. Staples • State Education Editors • Jim & Portia Steele • Carolanne & Egon Steinebach • Lois A. Stephens • Velva Stephens • Ron Stephenson • Joanne Stevens • Sheryl Stevens • Raymond Stewart • J. C. & D. A. Stone • H. A. Struble • Steve & Debbie Sutherland • David & Patricia Swanson • MIchael & Barbara Sylvester • Clarence & Jo Taft • Allen & Kim Tangeman • Carlo Tanne • G. Raymond & Betty Lee Taylor • Greg & Kris Taylor • James D. Taylor • Kevin & Kelley Taylor • Barbee Teasley • Kathie Teeley/Tom Hackenmiller • Bradley B. Thomas • Jacki Thomas • Cecil & Doris Thompson • Dorothy Thompson • Lynn D. Thompson • D. Paul & Donna Thorlakson • Neil & Pat Thorlakson • Earl & Barbara Tilly • K. R. Torgerson • Town Toyota • Sharon L. Tucker • Hal & Jean Turner • James & Gloria Tuttle • Dorothy L. Ulrich • United Way of Chelan & Douglas Counties • Upper Valley Christian School • Larry & Marna Usher • Peter & Susan Valaas • Valerie Valaas • Valley Tractor & Equipment, Inc. • Louis Van Doren & Barbara Congdon • Van Dorien Construction • Kathleen Van Well • Vanguard Charitable Endowment Program • Cal & Shirley Vaughn • Norman Veach • Juanita Verschuyl • Scott & Lisa Vollrath • George & Iona Voss • Gene C. Waddell • J. Mark Wade, DDS • Rowena Wagner • Gordon & June Waldbjorn • Nancy Waligory • Michael & Jo Ann Walker • George & Joanne Walter • Ronald & Deborah Walter • Dan & Tami Ward • Tom & Mary Ann Warren • Washington State Apple Blossom Festival • Bettianne Waters • Alma Watson • Dave & Nita Watson • Dave & Nita Watson • Corrie Watterson Bryant • Ron & Virginia Watts • Fred & Pat Waunch • Darold & Mary Ellen Wax • David L. Weber, M. D. • Douglas Weiner • Mel Weldin • Wenatchee Anesthesia Associates • Wenatchee Applarians • Wenatchee Central Lions • Wenatchee Kiwanis Foundation • Wenatchee Rotary Foundation, Inc. • Wenatchee Valley College at Omak Foundation • Wenatchee Valley College Foundation • Wenatchee Valley Medical Center • Wenatchee Valley Museum and Cultural Center • Wenatchee Valley USBC Association • Gordon & Judy West • Diane Whitbeck • George White • Georgia L. White • Glenn A. White • WHS Alumni Foundation • Bill Wicheta • Katherine B. Wiczai • Charles & Esther Willard • Charles S. Wilson • Dennis & Nancy Wilson • Winthrop Ice and Sports Rink • JR & Cindy Wolfe • Adele Wolford • Ralph & Sonya Womack • Richard & Suzanne Wood • Floyd & Viola Woods • Wayne & Joyce Wright • Mary Ellen Wybenga • Mary Ann Yakabi • Pam Jamieson Yarwood • Andrew York Memorial Fund • Dale & Rose Young • Joanne Sanford Young • Paula Zacher • Zimmerman Construction, Inc. • Steve A. Zimmerman, Attorney At Law • Ellen Zufall • Verna Zuttermeister Every effort has been made to recognize each and every donor who made gifts to the CFNCW during fiscal year 2011. If your name has been missed, please accept our apology.

Thank You! 24


BOA RD, C O U NS E L, A ND STA FF

Board of Trustees and Counsel Officers Mary Murphy, Chair, Consultant Kris Taylor, Vice Chair, Senior VP, Investments, Stifel Nicolaus Katie Kavanaugh Pauly, Secretary/Treasurer, Community Volunteer Trustees John Applegate, M.D., Retired Anesthesiologist Krista Beck, CFO, Jerry’s Auto Supply Mall Boyd, Marketing Director, Wenatchee Valley Medical Center (Past Chair) Barton Clennon, President, Clennon and Associates, Inc. Lisa Day, Owner, The Lisa Day Group Elmira Forner, Commission Member, WA State Transportation Commission Jane Gilbertson, Retired Attorney CFNCW extends gratitude and Mary Lou Johnson, Community Volunteer special thanks to retiring board Frank J. Kuntz, CPA members Mall Boyd, Ken Martin, Judith Lurie, Attorney, NW Justice Project Judith Lurie, and Wayne Wright Ken Martin, President, Cashmere Valley Bank for their 9 years of service! Ken G. Marson, Owner, Marson & Marson Lumber, Inc. Steve Robinson, COO, The Wenatchee World Peter Rutherford M.D., Physician, Wenatchee Valley Medical Center Gil Sparks, Attorney, Ogden, Murphy, Wallace, PLLC Jacki Thomas, Owner, Gold’s Gym Nevio Tontini, Retired General Contractor Robert L. White, Attorney, Davis Arneil Law Firm Wayne Wright, Managing Director-District Services, Chelan County PUD Counsel Judy S. Conner CPA, Cordell Neher & Col., PLLC Russel J. Speidel, Speidel Law Firm

Staff

Beth Stipe Executive Director

Judy Cleveland, CPA Controller

Lila Edlund Program and Office Manager

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9 S Wenatchee Ave, Wenatchee WA 98801 509-663-7716

www.cfncw.org

PLANNED GIVING

The goal isn’t to live forever, the goal is to create something that will. We can help. Use your smartphone or QR code reading device to visit our planned giving page. www.cfncwgift.org

Confirmed in compliance with National Standards for U.S. Community Foundations


CFNCW Annual Report 2011