2021 ECCF Annual Report

2021 Annual Report

of the

HEART Community

Mission

Vision

We strengthen our community by offering donors opportunities to establish charitable legacies, by making grants, and by serving as a catalyst to address community needs.

The Eau Claire Community Foundation will be widely recognized in the area as the leading community resource promoting philanthropy, collaboration and innovation, and building endowments.

Why Give Through YOUR Community Foundation?

One of the greatest gifts you can give to a cause, organization, or even your family is the power to give back through a fund at ECCF.

Local Expertise • Knowledge of nonprofits and community needs • Board members engaged with the community • Helpful professional staff

Personal Service

Community Leadership

• Effective giving

• Collaborative giving

• Grant-making made simple

• Community investment

• Awareness of needs of nonprofits

• Nonprofits made stronger

TABLE OF CONTENTS A Letter From Our Chair

4

Legacy Society

6

25 Anniversary Celebration

8

Legacy Society Initiative

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th

Grant Catalog 10 Leadership Award 12 Women’s Giving Circle

13

Community Fund 16 Unrestricted Fund 18 Field of Interest Funds

20

Donor Advised Funds

22

Designated Funds

24

Fund Listings

26

Board of Trustees

28

Committees

29

Financial Report 31

A LETTER FROM OUR CHAIR Eau Claire Community Foundation: The Heart of Our Community!

ECCF has been busy during its first quarter century. Thanks to you, we’ve distributed more than $22 million in grants since we first opened our doors in 1997. In 2021 alone, we sent out more than 450 grants totaling almost $5 million. Now THAT’S an impact! But none of this would have been possible without your generosity.

Your support made our online Grant Catalog a great success! We launched this new software, which allows donors to directly support funding requests from local nonprofits, to celebrate our upcoming 25th anniversary. So far, Grant Catalogs for two of our giving categories—Create Culture and Form Futures—have raised more than $110,000 in direct donations, AND we awarded $50,000 in bonus grants! Grant Catalogs for two more giving categories—Give Green and Offer Opportunities—will be launched in 2022.

But that’s not the only 25th anniversary celebration activity going on right now.

While we’re honoring our past, we’re also looking to our future by working to expand our Legacy Society. Members of this generous group help ensure ECCF’s future by designating it as a beneficiary in their estate plans. As part of this year’s celebration, we’re offering new Legacy Society members the opportunity to recommend $1,000 in grants to support the nonprofits they love!

Mark your calendars for June 20, 2022, when we’ll hold our 25th Anniversary Celebration!

All of us at ECCF sincerely thank you for making 25 years of support for nonprofits possible. We look forward to working with you in the future as we continue to serve our community. For Good. Forever.

WAYS TO GIVE Donate to a Fund Support existing funds through a gift of any size. You can make your gift in honor of someone important to you. Visit www.eccfwi.org for a complete list of funds.

Create a Fund Establish your own family fund with as little as $500.

It will support the nonprofits you care about for years to come.

Learn About Our Committees Volunteers strengthen ECCF’s role as a resource for our community by serving on our diverse array of committees.

Become a Women’s Giving Circle Member Linda Danielson

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Chair, Board of Trustees

WGC improves the quality of life for local women and children through collective philanthropy. Become a member with a $250 donation to the fund.

Looking ahead to 2022 March 3 WGC - Education Event

October 20 Professional Advisor Event

May 5 WGC - Spring Gathering

November 1 WGC - Annual Meeting

June 20 ECCF 25th Anniversary Celebration

November 12-18 Community Foundation Week

September 19 Autumn Social - Annual Meeting

December 7 WGC - Gift of Giving Breakfast

52%

YEAR at a GLANCE

FIRST-TIME DONORS

51%

GIFTS LESS THAN $100

14%

GIFTS IN HONOR OR MEMORY OF SOMEONE

The Eau Claire Community Foundation established the Legacy Society to recognize its members who have made provisions in their estate plans to provide a gift to ECCF for the causes they care about the most.

By including ECCF in your will, establishing a charitable gift annuity or remainder trust, or naming the Foundation as beneficiary of a life insurance policy or retirement plan distribution, you can join other Legacy Society members who look beyond the here and now to the future well–being of the greater Eau Claire area.

that my family’s wishes to help others would continue beyond my lifetime.

I feel it’s important to support the

“

“

I joined the Legacy Society to ensure

community my family enjoyed being a part of for so many years.

- Amy Thurston

These Legacy Society members have included the Eau Claire Community Foundation in their estate plans: Anonymous (5)

Dick & Marlene* Cable

Mark & Lois Helland

Lois & Marlin Mueller

Vernon* & Jo Ann Smith

Helen* & Karl* Andresen

Kurt & Tammy Cable

Lawrence Henkel

Jon & Erika Munger

Jerry & Beth Speckien

Dr. David* & Joan Angell

Jim Carter & Victoria Miller

Dr. Eldon Hill

Karl Murch

Sarah Stokes & Chris Herzog

Richard R. & Sara Solie Baer

Carol Craig

Jon N. & Maureen S. Homstad

Charles D. & Sue E. Nyberg

Jack* Stromwall

Bob & Louise Barfknecht

Roger & Betty Davis

Edna Hood*

Daniel & Mary Ann Ogan

Don & Laura Talley

Janet Barland

Paul Del Torto

Duane & Laura Hookom

Rick & Carol Olson

Amy Thurston

Thomas & Jill Barland

Arnie* & Lois* Domer

Al & Peggy Jones

Tim & Carol Olson

John* Thurston

Jack* & Carol* Bartingale

Don* & Jan Etnier

John Kaiser & Marcia Van Beek

Karen Overhulser

Susan & Roger Tietz

Jerry & Sue Bauer

B.J.* & Bea* Farmer

Dr. David & Alice Katz

Tim & Denise Pabich

Dr. Joseph M.* & Jean M.* Tobin

Doris J. Bautch

Jennifer & Joseph Fesenmaier

Betsy Kell

Jim & Kathy Pinter

Gary* & Sonya Tourville

Bill & Winnie Bean

Cody Filipczak

Dr. Daniel & Kerry Kincaid

Jack & Lois Postlewaite

Dr. Peter Ullrich &

Miss Priscilla Berry

Victoria E. Finstad

Marianne & David Klinkhammer

Lyle & Karyn Quandt

Stephen & Kristine Bien

Larry E. & Ida B.* Fischer

Joseph Koehn*

Pat & Sue Quinn

Kenneth* & Roberta Vance

Preston* & Mary Kay* Bissell

Heidi Fisher

Kathy Kovell

Molly Reijo

Jan & Kathryn VerHagen

Bill & Beth Blackburn

Dr. Louis & Janet Frase

Julia Kyle

Duane* & Ruth* Sackett

Ron* & Johanna Warloski

Don & Kim Bodeau

Roy & Janice Fuerstenberg

Carol Larson

Andrew & Brenda Schlafer

Paul & Cheri Weinke

Robert & Andrea Bodeau

Richard T. Gannon

Thomas G. Larson

William & Kathleen Schoener

Jeff & Kathy White

Mel & Leann Breed

Annie Grewe

Sherry L. Macaul

Cindy Schlosser & Paul Wagner

Bonnie Wright

Gregory Bremer &

Charles & Becky Grossklaus

Richard D. & Marcia D. Larson

Steve & Kaye Senn

Dr. Jack & Cleo Young

Ann Gunderson Thornburg

John & Jane Lokken

Flo & Terry* Sheridan

Daniel F.* & Margaret J.* Brown

Cindy L. Hangartner

Keith & Alison Martin

Chuck Shoemaker Jr. &

Susan J. Bruce

Christopher & Julie Hasenberg

Buzz & Mary Ann Minton

Thomas & Joyce* Bruckner

Dick & Karen Hebert

Gregg & Emily Moore

Jennifer Hanson-Bremer

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New Members in

Susan Pittman

*Denotes deceased

Lori John-Shoemaker Bradley J. & Janet E. Smith

2021

New Member

7

25th Anniversary Celebration In June of 2022, our year-long celebration of ECCF’s 25th Anniversary will culminate in a grand event! This special evening will bring people together to celebrate ECCF’s quarter century as the Heart of the Community.

Thank You to Our Sponsors!

This event wouldn’t be possible without the help of the many businesses, organizations, and individuals who chose to become sponsors. In the spirit of giving, sponsors at the Silver level or higher will award a grant to the nonprofit of their choice at the event.

It’s not too late to become a sponsor! Sponsorship levels available:

• Gold Sponsor - $1,500 • Silver Sponsor - $1,000 • Bronze Sponsor - $500 • Event Sponsor - $250 Contact ECCF if you would like more information about this opportunity.

Thank You to Our Volunteers!

ECCF’s community impact wouldn’t be possible without the time and expertise of the volunteers who serve on our Board

We hope you can join us at the

and other Committees. A special thank

Florian Gardens on Monday

you goes out to the members of ECCF’s

evening, June 20, 2022. We will

Communications, Development, and Legacy Society Initiative Committees, whose hard work has been

8

Join the Celebration!

vital to making this year-long celebration a success.

be honoring all of the dedicated people who have helped ECCF grow over last 25 years!

Legacy Society Initiative After serving the Eau Claire area for a quarter century, ECCF has a lot to celebrate! But while we’re honoring our past, we’re also looking to our future by working to expand our Legacy Society.

By providing for a gift to ECCF in their estate plans, Legacy Society members play a vital role in ensuring that ECCF can continue supporting nonprofits for years to come.

As part of our 25th Anniversary celebration, we’re working to add at least one new Legacy Society member for each year we’ve been around. These new members’ generosity will not only benefit the community in the future—its impact will begin right away!

New Legacy Society members have the opportunity to recommend ECCF’s Community Grant Cycle and $500 for a nonprofit of their choice.

Together, Legacy Society members will help ECCF continue its work on behalf of our community through many anniversaries to come!

We sincerely thank ECCF’s Founding Board of Trustees members, whose generous support made these grants possible. We also thank our Legacy Committee members, whose hard work has made this initiative possible.

“

The giving spirit of this area is beyond what we’ve ever witnessed and we wanted to contribute to that incredible culture.

With a simple, yet powerful decision to include the Eau Claire Community Foundation in our will, we can ensure that

Founding Board Members

long beyond our years, we’re keeping that spirit going in our own little way. ECCF

Dick Cable, Chair

B.J. Farmer*

Marv Market

Sue Tietz

Owen Ayres*

Jon N. Homstad

Jack Postlewaite

Ken Vance*

makes it so easy to create a positive ripple!

Tom Barland

Dick Larson

Kaye Senn

Jack Young

- Sarah Stokes & Chris Herzog

*Denotes Deceased

“

$1,000 in grants: $500 to support the area’s greatest needs through

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Nonprofit Fundraising Initiative As part of ECCF’s 25th Anniversary celebration, local nonprofits got an exciting new way to raise funds. Our new online Grant Catalogs allow the public to donate directly to funding requests from Eau Claire area nonprofits. Not only do applicants receive the money they raise in the form of grants, but all that raise at least $1000 become eligible for bonus grants that range from $1000 to $10,000!

ECCF is hosting four online Grant Catalogs in the year leading up to its 25th anniversary celebration, one for each of its four giving categories.

The first Grant Catalog, Create Culture, was launched in July 2021 and distributed almost $85,000 in grants. The second, Form Futures, was launched in October 2021 and distributed more than $76,000 in grants.

Create Culture

The Create Culture category supports music, visual and performing arts, literature, and museums.

$85,000 Awarded!

Participating nonprofits were: • Eau Claire Children’s Theatre: $10,000 bonus grant

• Chippewa Valley Post

• L.E. Phillips Memorial Public Library: $7,000 bonus grant

• Chippewa Valley Symphony

• Eau Claire Chamber Orchestra: $5,000 bonus grant

• Chippewa Valley Theatre Guild

• Chippewa Valley Railroad Foundation: $1,000 bonus grant

• Eau Claire Area Hmong Mutual Assistance Association

• Eau Claire Municipal Band : $1,000 bonus grant

• Friends of Beaver Creek Reserve

• Stand in the Light Memory Choir: $1,000 bonus grant

• Sculpture Tour Eau Claire

• Chippewa Valley Museum

• The Master Singers

• Chippewa Valley Music Teachers Association

• Wisconsin Logging Museum

Form Futures

Form Futures supports local education and training opportunities for all ages.

$76,000 Awarded!

Participating nonprofits were: • GATEWAYS (Eau Claire Public Schools Foundation): $10,000 bonus grant

• Boy Scouts of America, Chippewa Valley Council

• Boys and Girls Club Greater Chippewa Valley: $7,000 bonus grant

• Children’s Charities

• Family Resource Center: $5,000 bonus grant

• Junior Achievement of Wisconsin North and West Central Region

• Chippewa Valley LGBTQ+ Community Center: $1,000 bonus grant

• L.E. Phillips Career Development Center

• L.E. Phillips Memorial Public Library: $1,000 bonus grant

• United Way of the Greater Chippewa Valley

• Literacy Chippewa Valley: $1,000 bonus grant

• Western Dairyland Economic Opportunity Council

• American Red Cross-Northwest Wisconsin Chapter

Stay tuned to find out how much money is raised in our 2022 Grant Catalogs!

Give Green (animals, fitness, the environment): Feb. 7-March 2, 2022

Offer Opportunities (basic needs like food, shelter, and medical care): April 11-May 4, 2022

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Leadership Award

- Dan and Debbie Market

Anyone driving through Eau Claire can easily see the Markets’ impact on

by A

ECCF’s Board of Trustees from 2007-2012, and he also served as Chair of

o ds rtist s Cove, Hu

ECCF’s Investment Committee during that time. The Markets hold a Family Fund at ECCF that supports a variety of worthy nonprofits. In addition, the M&J Employee Impact Fund, established by Market & Johnson, Inc, encourages community philanthropy by involving employees in funding grants and recommending their recipients.

The Markets also have a tremendous impact on the Eau Claire Public Schools Foundation. Dan was actively involved in establishing ECPSF, and he served as its founding Board Chair. He and Debbie have an ECPSF Fund that supports educator creativity initiatives each year. Debbie has served on ECPSF’s Golden Apple committee, and their daughter, Heather Market-Sullivan, is an active trustee on the ECPSF Board. Their daughter Heidi Bullis has also assisted Dan & Debbie in their support of various initiatives within the Hudson School District, where she resides.

ECCF and ECPSF sincerely thank the Markets for building a legacy of generosity as strong and enduring as any of Market & Johnson’s structures.

Previous Leadership Award Recipients:

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,W

That impact on ECCF has been profound. Dan Market served for on

d ar Aw

obvious but equally important is the Markets’ philanthropic impact.

I

the city: Structures built by Market & Johnson are a common sight. Less

Karen Hebert

Charles Graaskamp

Duane Dingmann

Sue Tietz

Jane Lokken

Jill & Tom Barland

Jack & Carol Bartingale

Dick Larson

Pat & Sue Quinn

BJ & Bea Farmer

Jack Postlewaite

Jack & Cleo Young

Jim & Kathy Pinter

Betsy Barnes

Jon N. Homstad

Dick & Marlene Cable

n

2021 WGC GRANT RECIPIENTS: Boys and Girls Club Greater Chippewa Valley: Sensory Room and Trauma Coping Skills Chippewa Valley Health Clinic (Free Clinic): Improving Women’s Health Care

The mission of the WGC is to improve the quality of life for women and children in the greater Eau Claire area through collective philanthropy.

Eau Claire Chamber Orchestra: Family and Friends Present Ravel’s Mother Goose

Together members learn, collaborate, and empower to make the greatest

Feed My People Food Bank: School Pantry Program

impact in our community. Consider becoming a member today!

Hope Gospel Mission: Women and Children Outdoor Recreational Space

Chippewa Valley Museum WGC Grantee Spotlight:

Support from the Women’s Giving Circle is helping the Chippewa Valley Museum (CVM) produce a new 20 minute Object Theater show, Music of the North. An Object Theater is a multi-screen show with audio, lighting effects, photo stills, and exhibits behind the screens that become visible

HSHS Sacred Heart Hospital Foundation: Compassionate Care Program L.E. Phillips Memorial Public Library: Eau Claire Laundromat Libraries Lutheran Social Services of WI and Upper Michigan: In-Home Family Therapy Services Stand in the Light Memory Choir: New Printer

at different points during the production. It provides a multi-sensory experience that puts visitors inside the story. This unique exhibit format sparks conversations that continue beyond the museum visit.

The new show “Music of the North” explores music in everyday life. It is designed to increase interest and understanding of the region’s music culture and to build greater understanding of the diversity of people living here. “Music of the North” also brings a cross-disciplinary approach to teaching local history and culture. Students of all ages, but particularly 3rd and 4th grade students, will be able to find themselves in the story and in the museum.

$43,629

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Grants Awarded in 2021

New Members

29

4

Lifetime Members

New Lifetime Members 13

Charitable Fund Options

We will work with you to establish the type of fund that best suits your charitable goals

A Starter Approach - Acorn Fund A fund that will slowly grow over time. When the minimum balance has been reached, your fund will become one of the funds listed below.

A Flexible Approach

A Personal Approach

- Unrestricted Fund

- Donor Advised Fund

This fund will give to the greatest ever-changing

Recommend grants for charitable causes

needs in our community forever

that have special meaning to for you

A Focused Approach

A Targeted Approach

- Field of Interest Fund

- Designated Fund

Support a broad charitable area of interest by

Choose one or more charitable organizations

choosing areas that you are most passionate about

to receive ongoing support

Creating a Charitable Fund • Choose a fund name and purpose

Provide a gift to your fund, or establish a new fund, through a

• Select one of ECCF’s investment options

bequest in your will or estate plan. Your planned gift ensures your

• Sign a fund agreement describing your charitable intent

legacy will benefit our community forever.

• Make a gift of cash, securities, real estate, etc to establish a fund • Watch your fund grow by investment and additional contributions

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Join our Legacy Society

Acorn Funds Donors can invest as little as $500 up front and add tax-deductible contributions for up to five years. Once the Fund matures into a permanent endowment fund, it can begin issuing grants

M. Vergin Family Fresh Start Fund Acorn Fund Spotlight

Al & Peggy Jones Fund Andrew & Brenda Schlafer Fund Ann Gunderson Thornburg Fund Gene & Judy LaFave Family Fund

I was looking to benefit a program in perpetuity, rather than make

John C. & Margaret M. Hagen Family Fund

a one-time donation. ECCF had exactly what I was looking for and

Mark & Donna Faanes Family Fund

has made the process extremely easy. Along with the ease of

Pablo Center on the Confluence Endowment Fund

establishing a fund, the low starting gift of $500 in the Acorn fund

Paul & Lynn Seipel Fund

was just the right size for my current situation.

Pets Are Family Fund Steven B. Lange Memorial Fund Stokes Herzog Family Fund

The programs that I chose to support both have missions that I strongly believe in based on my personal experiences. I know how difficult it can be for people recovering from substance abuse and mental health issues to take back their lives. That’s

New Funds

why I strongly believe in the mission of Arbor Place, and I’m proud to assist them.

of the Eau Claire Public Schools Foundation. While pursuing a dietetics degree, I volunteered with the program and saw the real

My goal has always been to

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“

I’ve also chosen the Prairie Ridge Fight Against Hunger Fund

give back, and there’s no time like the present to begin.

- Matt Vergin

need for food security in the Chippewa Valley. I was lucky enough to meet some of the families that the program benefits. The work done by the program is nothing short of amazing, and I know they will put the gifts to great use.

ECCF sincerely thanks Matt Vergin for the confidence he’s placed in us, and we look forward to many years of supporting these excellent causes!

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Community Fund Dozens of nonprofits work hard to improve quality of life in the Eau Claire area. How do you choose which one to support?

With the Community Fund, you don’t have to! A gift to this fund helps ECCF fund grant requests that address our area’s most pressing needs, whatever they may be.

Your donation to the Community Fund will support grants to organizations in all four ECCF giving categories: Create Culture, Form Futures, Give Green, and Offer Opportunities.

Through this fund, you can have it all, and so can our community.

Lutheran Social Services Gaining Ground: Your direct connection to what is possible Grantee Spotlight LSS’s newly adopted service delivery model (formerly known as “Positive Avenues”) makes it easier for individuals experiencing homelessness, a mental health crisis, and/or those needing additional support to gain barrier-free access to the assistance they need.

By partnering with other agencies and community-based service providers, LSS Gaining Ground serves as a “one stop shop” for everything clients need. Collaborative partnerships have resulted in a unique array of available services, such as mental health support and educational programs. LSS Gaining Ground staff and partners are committed to connecting participants to what is possible!

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24 Years of Impact (Since Inception):

$395,560 Total Donations Received

$312,680 Grants Distributed

135 Grants to Nonprofits

The Chippewa Valley Railroad Foundation: Providing fun for all ages Grantee Spotlight The Chippewa Valley Railroad (CVRR) Foundation is an all-volunteer group that has been operating trains in Eau Claire's Carson Park since 1978. Passengers of all ages ride through the woods and along Half Moon Lake. Over the years, the ride has grown from an 1/8 mile single track to a 1/2 mile loop. The West Side Branch, funded by ECCF, opened in 2021.

The CVRR operates two coal fired steam locomotives and one streamlined diesel locomotive. One train was built in the 1920’s and is Wisconsin's oldest operating steam locomotive!

The railroad has grown to include a depot, passenger waiting platform, roundhouse with an operating turntable, and a Signal Tower (now being repaired with support from ECCF). Trains operate on Sundays from Memorial Day to Labor Day. This year, over 10,000 passengers rode the trains!

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Unrestricted Funds The needs of our community are constantly changing, and this type of fund allows ECCF the most flexibility to allocate the grant dollars to the greatest needs of our community through the competitive grant process.

B.J. & Bea Farmer Family Fund

Richard T. Gannon Fund

Charter Bank Eau Claire Fund

Roberta & Ken Vance Fund

Community Fund

Royal Credit Union Fund

Daniel F. & Margaret J. Brown

Susan & Roger Tietz Fund

Memorial Fund

T. Gordon & Gladys P. Keith Fund

Dean & Susan Olson Family Fund Ed & Judy Ramsey Fund Giving Traditions Fund Goff Family Fund Jack & Lois Postlewaite Family Fund James H. Cupery Fund Lois & Arnold Domer Fund Mary Mills Falkner & Robert John Falkner Memorial Fund

24 Years of Impact

Paul & Cheri Weinke Family Fund

(Since Inception):

Phillip & Barbara Fey Fund

$3,859,475

Preston & Mary Kay Bissell Fund

Total Donations Received

$1,700,480 Grants Distributed

642 Grants to Nonprofits

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$5,147,710 Current Balance of Unrestricted Funds

John C. and Margaret M. Hagen Family Fund Unrestricted Fund Spotlight

This Unrestricted Fund was established by Karl and Linda Murch in honor of Linda’s parents, John and Margaret Hagen. It will address the greatest needs of our community by supporting ECCF’s Community Grant Cycle.

Margaret (Manthie) was born in Eau Claire, and John was born in nearby Osseo. Their children are Ken, married to Bev; Linda, married to Karl; and Pete, married to Kelly.

They’re also the proud grandparents of Scott, Leah, Samuel, and Justin. Completing their beautiful family is a Shih Tzu named Bernie.

Each year, ECCF’s team of volunteer grant reviewers carefully evaluates grant applications that are submitted to the Community Grant Cycle. Unrestricted Funds like this one allow them the flexibility to recommend grant funding to the requests that will benefit our community the requests are in.

This Unrestricted Fund will honor John and Margaret Hagen for generations to come by supporting our local nonprofits in each year’s Community Grant Cycle.

“

“

most, no matter which of our four giving categories those

By establishing the John C. and Margaret M. Hagen Family Fund, Karl and Linda Murch created a legacy of philanthropic impact that’s as extraordinary as the people who inspired it.

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Royal CU and ECCF Nonprofit Professional Development Fund Field of Interest Fund Spotlight

At Royal Credit Union, our core purpose is to create a positive impact in the lives we touch. We live this purpose in every community we serve, especially in the Chippewa Valley.

Last year, our Community Engagement team completed a community needs assessment, which shed light on the critical needs in each community.

In the Chippewa Valley, many nonprofit leaders revealed a need for professional development opportunities. In many cases, nonprofits simply did not have the financial resources to receive critical professional development.

That’s why we worked with ECCF to establish the RCU and ECCF Nonprofit Professional Development Fund and Grant program.

I believe this example of collaboration and giving for the community good will resonate because each of you plays a critical role in ensuring that Eau

To quote Margaret Mead, “Never underestimate the power of a small group of committed people to change the world. In fact, it is the only thing that ever has.”

I hope you too will seek opportunities to make a difference for our community.

20 - Heather Johnson Schmitz

“

Many of our community nonprofits do not have the financial resources for professional development - this grant can be a solution and help fill this gap.

- Heather Johnson Schmitz

“

Claire a community that thrives.

Field of Interest Funds This type of powerful giving allows fund holders to support nonprofits that address their passions and interests, such as art, education, the environment, or medical care. They are broad in scope and encompass many of the needs in our community.

Anonymous Fund After school programming Aubre’s Fund Children & animals Beckerman Family Fund Family literacy, homelessness and arts & culture Children’s Legacy Endowment Fund Children

Daniel & Mary Ann Ogan Educational Fund Form Futures programs Denise Murch Memorial Fund Basic needs in the community Draper Hills Financial Literacy Endowment Fund Financial literacy education in Loyal, WI Edna Hood Memorial Fund Literacy & music programs Education Fund Form Future programs

24 Years of Impact (Since Inception):

$4,887,305 Total Donations Received

$1,032,780 Grants Distributed

291 Grants to Nonprofits

Fuerstenberg Family Fund Form Futures programs Jim & Kathy Pinter Mental Health Fund Mental health John & Jane Lokken Fund Create Culture, Give Green & ECCF Operations Junior League of Eau Claire Endowment Fund Women’s and children’s programs Laura & Duane Hookom Family Fund Parks & recreation

$5,248,110 Current Balance of Field of Interest Funds

New Funds

Louis & Janet Frase Fund Children’s programs M&J Employee Impact Endowment Fund Basic needs & education Mayo Clinic Health System Children’s Health Fund Children’s health programs Michael Lund Memorial Fund Physical & mental health programs for children Nellie & John I. Kaiser Memorial Fund Children’s literacy programs Opportunities for All Children Legacy Fund Children with disabilities Royal CU and ECCF Nonprofit Professional Development Fund Education for nonprofits S.S. Safari All-Star Fund For shelters, foster care, & cancer research programs for dogs Victoria E. Finstad Fund Nordic culture programs Women’s Giving Circle Endowment Fund Women & children

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Donor Advised Funds These Funds allow individuals, families, and businesses to be fully involved in their philanthropy. Fund holders have the flexibility to recommend grants to their charitable interests, while ECCF handles all of the paperwork.

Anonymous Fund (1)

Jeffrey & Karen Jones Family Fund

5 Martin’s Family Fund

Jerry & Sue Bauer Family Fund

My Dad - Milton & My Mom Elnora Siker Fund

Access Eau Claire Fund

John & Betsy Kell Family Fund

Norm & Mary Ellen Keller Fund

Anonymous Donor Advised Fund

John Matthew Fesenmaier Children’s Fund

O’Halloran Family Fund

Anonymously Fund

Jon N. & Maureen S. Homstad Family Fund

Pabich Trust Fund 2004

Babbette’s Seeds of Hope Fund

Karen Overhulser Fund

Pat & Sue Quinn Recreational Fund

Billie G. Macaul Memorial Fund

Paul & Jill Kulig Family Fund

Bob & Louise Barfknecht Fund

Katharine’s Wish - Everett/Rhoten Family Fund

Brotoloc North Mental Health Fund

Kathy & Jeff White Family Fund

Philip & Janice Happe Family Fund

Carlson Family Fund

Ken Vance Foundation Fund

Phillip & Barbara Fey Family Fund

Charles & Joanne Graaskamp Fund

Kiwanis Club of Eau Claire Endowment Fund

Public Gardens Fund

Christopher J. & Julie A. Hasenberg Family Fund

Koehn Family Endowment

Richard J. Ziemann Fund

Krause Family Fund

Robert R. Southard Memorial Fund

Chuck & Lori John Shoemaker Family Fund

Kristo Family Fund

Scobie Family Fund

Cindy Schlosser & Paul Wagner Fund

Stephen & Kristine Bien Family Fund

Clark Family Fund

L & M Foundation, Lois & Marlin Mueller Fund

Cody & Molly Filipczak Family Fund

Larson Family Fund

Terry & Flo Sheridan Family Fund

Dan & Debbie Market Family Fund

Larry E. Fischer Fund

Thomas & Jill Barland Fund

David B. & Dorothy H. Owen Family Fund

Lasker Jewelers Star of Hope Foundation Fund

The Thurston “It’s the little things” Family Fund (Amy E. Thurston & her parents, John R. Thurston & Helen Kroll Belongia)

David T. Bodeau & Family Fund Dick & Marlene Cable Family Fund Dr. Ronald & Patricia Lange Family Fund Eau Claire Community Parks Association Frederikson Family Fund Grewe Family Fund Jack & Carol Bartingale Family Fund Janet Barland Fund

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Leonard E Gibbs Fund to Promote Excellence in Evidence Informed Reasearch & Practice in the Helping Professions

Paul Del Torto Fund

Talley Family Fund

Tim & Carol Olson Family Fund

Mattoon Family Fund

Wildenberg Family Fund

Mayer Family Fund

William & Kathryn Bergman Fund

Michael & Jane O’Meara Family Fund

Young Family Fund

Mohr’s Eau Claire Ford Lincoln Endowment Fund

New Funds

24 Years of Impact (Since Inception):

$12,957,595 Total Donations Received

$4,436,310 Grants Distributed

1,618 Grants to Nonprofits

$12,900,800 Current Balance of Donor Advised Funds

Richard J. Ziemann Fund Donor Advised Fund Spotlight

Richard J. Ziemann is highly involved in philanthropy; not only is he active with the Lions and his church, but he supports educational opportunities for many students through the scholarship funds he holds at the Fall Creek Area Foundation.

Starting a fund at the Eau Claire Community Foundation was a logical next step for expanding Richard’s philanthropic outreach. The Richard J. Ziemann Fund is Donor Advised, which allows him to recommend grants to a variety of nonprofits.

“It’s extremely fulfilling to know that I can help improve lives both in my community and beyond,” explained Richard.

“It’s even more fulfilling to know that through my fund, the impact will continue to benefit people in future generations. I would strongly encourage anyone considering creating their own fund to go ahead and do it.”

nonprofits will have the support they need for years to come.

It’s very satisfying to know how much impact your gift is

“

“

Thanks to Richard J. Ziemann and generous donors like him,

having—and will continue to have.

- Richard J. Ziemann

23

Dean J. Arnold Fund Designated Fund Spotlight Paul Bunyan (Wisconsin) Logging Camp Museum My grandfather and one of my childhood neighbors were founders of the Museum, along with their fellow Eau Claire Kiwanis Club members. My grandfather donated logs from his family farm to construct the Logging Camp buildings in the early 1930’s, most of which still exist. I want to remember my grandfather and my neighbor.

Eau Claire Public Schools Foundation My mother, a grandmother, and an uncle were all teachers in the Eau Claire Public Schools. My uncle was a high school principal for over 30 years. I wanted to remember them with my giving. I am also a product of the Eau Claire Public Schools, and I believe Eau Claire is a wonderful place to grow up and go to school.

For years, my family has supported the Museum. In its formative years, my uncle helped provide space for it in the building that also housed the offices of L.G. Arnold Inc., the firm my grandfather founded. In August 2021, the Museum began featuring slide show videos, which I created, of Chippewa Valley infrastructure projects completed by L.G. Arnold Inc. I created them in memory and honor of the dedicated bridge, building and road builder employees of L.G. Arnold Inc.

24

- Dean Arnold

“

With ECCF, I could fund one endowment to support, in perpetuity, three Eau Claire institutions that I am

“

Chippewa Valley Museum

interested in, and in the past supported separately. With the endowment, my giving has been streamlined.

- Dean J. Arnold

Designated Funds These Funds allow fundholders to make annual grants that support specific charities (nonprofits, churches, and schools) forever.

Buzz & Mary Ann Minton Fund OutdoorMore, Inc. Dean J. Arnold Endowment Chippewa Valley Museum Eau Claire Public Schools Foundation Paul Bunyan Logging Camp Dr. Joseph M. & Jean M. Tobin Family Designated Fund Beaver Creek Reserve Dartmouth & Mt. Holyoke Colleges Dr. Michel & Cathy Sultan Fund Chippewa Valley Free Clinic

24 Years of Impact (Since Inception):

$1,266,635 Total Donations Received

$416,635 Grants Distributed

300 Grants to Nonprofits

$1,557,800 Current Balance of Designated Funds

Eau Claire, Dunn, & Pepin County Medical Society Chippewa Valley Free Clinic Epilepsy Foundation of Western WI ECPD K9 Fund Eau Claire Police Department Gary & Sonya Tourville Family Fund Augusta Area Foundation Eau Claire YMCA Helen & Karl Andresen Family Endowment for Special Needs Helen’s House at REACH, Inc. Higbee Family Fund Courte Oreilles Lakes Association (COLA)

New Funds

Hubbard & Kathryn Robbins Family Fund Robbins Elementary

Ralph Owen Disaster Relief Perpetual Fund American Red Cross – CV

Jeanne Richie Memorial Puddle Jump Endowment Fund Longfellow Elementary

Roger & Betty Davis Fund CV Symphony CV Museum CV Orchestra CV Theater Guild UWEC Music Dept., Pablo Center for the Confluence

John & Lela Thompson Fund Chippewa Valley Museum L.E. Phillips Senior Center Spirit Lutheran Church Kyanna Joy Darnell Flutter Buster Fund Elementary schools of Altoona & Owen-Withee L.E. Phillips Memorial Public Library Endowment Fund Lac Courte Oreilles Legacy Fund Courte Oreilles Lakes Association (COLA) Lloyd & Patricia Everhart Fund Feed My People Hope Gospel Mission Boys and Girls Club of the Greater CV Bolton Refuge House, Inc. Lyle & Karyn Quandt Fund Special Olympics WI - Area 3 M. Vergin Family Fresh Start Fund Arbor Place Prairie Ridge Fight Against Hunger, a fund of ECPSF

Sculpture Tour Eau Claire Endowment Fund Stromwall Family Student Emergency Fund CVTC Foundation for students Thomas & Joyce Bruckner Fund American Red Cross- CV Family Promise of the CV Feed My People Warloski Family Fund Pablo Center at the Confluence Chippewa Valley Museum Chippewa Valley Symphony Warloski Family Fund Pablo Center for the Confluence Chippewa Valley Museum Chippewa Valley Symphony

25

Agency Endowment Funds Agency Funds are established by nonprofits to provide ongoing operational support for their organizations. Contributions to these Funds must be made to the nonprofit Agency Fund holders rather than directly to ECCF.

Ann Gunderson Thornburg Cody & Molly Filipczak ECPD Junior Police Academy Fund

Anonymous Fund (2)

Jack & Lois Postlewaite

Beaver Creek Reserve The Citizen Science Center Fund Doug & Kate Lindsay Adventure Fund The Henke Acres Fund Jim Schwiebert Butterfly House Fund

Ken Vance Motors Fund

Bolton Refuge House Endowment Fund

Pat & Sue Quinn 2025 Fund

Boy Scouts of America CV Council Endowment Fund CV LGBTQ+ Community Center Endowment Fund Eau Claire Children's Theatre Endowment Fund Foundation for the Endowment of the American Birkebeiner, Inc. Bidwell Engebretson Tusen Takk Volunteer Support Fund Forerunner Fund Priority Fund Richard Pierce (Torstein) & Sandy Lampman Trail Support Legacy Fund Family Promise of the Chippewa Valley Fund Feed My People Endowment Fund Flying Eagles Ski Club Endowment Fund Giniigaaniiminaang! For Our Future Goodwill Industries Fund Hope Gospel Mission Endowment Fund Landmark Conservancy Fund for Mary E Fitz Memorial Park L.E. Phillips Memorial Public Library Agency Fund L.E. Phillips Senior Center Agency Fund LV-CV Legacy for Literacy Fund Mega Charities Foundation Fund Paul Bunyan Logging Camp Museum Endowment Fund United Cerebral Palsy Endowment Fund

26

Pass-Through Funds

Young Men's Christian Association of Eau Claire Endowment Fund

Lac Courte Oreilles Foundation, Inc. Lloyd and Patricia Everhart M&J Employee Impact Grant Fund Pat & Sue Quinn Riebe Family Rob and Laurie Giles Roberta Vance Royal CU and ECCF Nonprofit Professional Development Grants Fund Women’s Giving Circle Grants Fund

Fiscal Sponsorship Funds Carson Park Baseball Stadium Renovation Fund Confluence Building Fund Story Builder Campaign for the L.E. Phillips Public Library Expansion

Supporting Organizations Eau Claire Public Schools Foundation

ECCF Operational Funds Operations Fund Supports ECCF’s operations Society of Founders Fund for Operations Supports ECCF’s operational endowment

Designated Scholarship Funds These Funds allow fundholders to support the post-secondary educations of students from a high school of their choice.

Altoona School District Larry E. Fischer Scholarship Talha Aslam Memorial Scholarship CV Technical College Ida B. Fischer Scholarship Eau Claire Area School District Alvin & Marcia Lechleitner Scholarship Memorial High School Class of 60 Scholarship Stromwall Family Scholarship Elk Mound Area School District Clarence & Isabel Berger Family Scholarship Elk Mound High School Alumni Scholarship Independence School District Arnold & Marie Maliszewski Memorial Scholarship Doris J. Bautch STEM Scholarship Independence Public School Memorial Scholarship Laura Graul Memorial Scholarship

24 Years of Impact

Max Manuel Isaacs & Hannah Bernhardt Isaacs

(Since Inception):

Memorial Scholarship RAPS DOC Scholarship Janesville Craig and Beloit High School My Dad-Milton, My Mom-Elnora Siker Endowed Scholarship Loyal School District Draper Hills Scholarship South Shore School District Cody & Molly Filipczak Scholarship New Funds

$1,685,085 Total Donations Received

$307,555 Scholarships Distributed

194 Scholarships for Students

$2,030,955 Current Balance of Designated Scholarship Funds

27

2021-2022 Board of Trustees

Linda Danielson, Chair Attorney, Ruder Ware

Tom Larson, Vice Chair President, Larson Management, Inc.

Dale Wood, Treasurer Retired Partner, McMahon, Schleifer, & Wood, LLC

Greg Bremer Professional Advisor OneDigital

Amelia Daniels Personal Trainer Community Member

Cindy Hangartner Attorney Crivello Carlson

John Satre, Secretary Retired CPA, Bauman Associates & Advisors

Jason Beckermann, MD General Surgeon, Mayo Health System

Jeff Kowieski Julia Kyle, MD Risk Managment Partner, Internal Medicine & Pediatrics, General Counsel, Wipfli Confluence Health

Kim Bodeau Retired, Community Member

Cody Filipczak Owner, C&M Properties

T H AN K YO U

to our outg oin g Trustees

Tim Pabich Partner, Arrowhead Development, LLC

Jackie Rasmussen Vice President, U.S Bank Wealth Management

Past Chairs *Denotes Deceased

Phil Happe, MD Laura Talley R. Thomas Toy

Sarah Stokes Owner STOKES|HERZOG Marketing + Consulting, Founder of The Juicy Good Life

Karl Murch, Past Chair Retired CFO, Global Finishing Solutions

Dick Cable

Jon N. Homstad

Jack Postlewaite

Susan Tietz

Dick Larson

1997 - 1999

1999 - 2001

2001 - 2003

2003 - 2005

2005 - 2007

2021 Committees Audit Committee Tom Larson, Chair Bill Brunner Linda Danielson Karl Murch John Satre** Laura Talley* Dale Wood

Communications Committee Sarah Stokes Herzog, Chair Meghan Bauer Amelia Daniels Stephanie Harvey Marianne Klinkhammer Katie Murphy Michael Strubel

Development Committee Greg Bremer, Chair Jason Beckermann Cindy Hangartner Tim Pabich Jack Postlewaite Brad Shultz Paul Weinke

Legacy Initiative Subcommittee Betsy Barnes Mark Faanes Jennifer Hanson-Bremer Mike Happe Chris Hasenberg Jane Lokken

Rick Olson Pat Quinn Andy Schlafer Sue Tietz Jason Vance

Gift Acceptance Committee

Operations Committee Dale Wood, Chair Tom Dow Julia Kyle John Satre Sue Tietz

Investment Committee

Tom Larson, Chair Linda Danielson Mark Faanes Laurie Klinkhammer* Jane Lokken Karl Murch Jack Postlewaite Wayne Peters Paul Weinke

Jeff Kowieski, Chair Joe Fesenmaier Bill Hilgedick Dave Pokrandt Dale Wood Cody Filipczak** Laura Talley Chris Hasenberg Daniel Shoemaker**

Grants Committee Kim Bodeau, Chair Jackie Rasmussen, Co-Chair Dave Anderson Julian Emerson Gretchen Hudacek Marilyn James Heather Johnson Schmitz Courtney Kanz Allen Keniston Marianne Klinkhammer Laurie Klinkhammer Leslie Lyons Donnie Magadance James McDougall

* Term ended in 2021 **New in 2022

Laura Talley Sue Tietz Paul Weinke

Thomas Misfeldt Jane O’Meara Matt Pabich Jessica Rauckman Flo Sheridan Caitlin Suginaka**

Personnel Committee Linda Danielson, Chair Tom Larson Deb Marshall Karl Murch Laura Talley Sue Tietz

Nominations Committee Tom Larson, Chair Linda Danielson Mark Faanes Jane Lokken Laurie Klinkhammer* Karl Murch Jack Postlewaite Pat Quinn*

Content Rebecca White Body, Program Specialist Riley Piket, Communications Intern Layout & Design Emily Kuipers, Graphic Designer Front cover photos

Chippewa Valley Theatre Guild (Top)

Printed by Badgerland Printing USA, Inc.

The Community Table (Left)

Photography by:

Junior Achievement (Right)

Tanner Thompson

YMCA of the Chippewa Valley (Bottom)

Matt Lindsey Schrupp

Charles Graaskamp*

Paul Weinke

Pat Quinn

Jane Lokken

Mark Faanes

Laura Talley

2007 – 2009

2009 - 2011

2011 - 2013

2013 - 2015

2015 - 2017

2017 - 2019

29

Giving Categories:

Assets Held in Each Fund Type* Acorn

Create Culture Supports programs and organizations that enhance the quality of life in our community through music, literature, visual arts, performing arts, and museums.

Form Futures Enhances learning opportunities for children and adults in the Eau Claire area.

Form Futures grants may also provide community development opportunities.

Give Green Supports programs that engage children and adults in activities that improve environmental quality or provide fitness, health, and wellness opportunities. It also includes support for animals and wildlife.

Offer Opportunities Provides children, adults, and families with basic needs such as food, shelter, clothing, health services, veterans’ programs and disability assistance.

0.42%

13.67% Field of Interest

Agency 16.79% Designated

3.03% Pass-Through

4.09%

5.29% Scholarship

Donor-Advised 33.61%

13.41% Unrestricted

Supporting 9.68% Organization

*2021 assets

Grants Distributed in 2021 Agency Funds 8% ECCF 37%

4%

EC Public Schools Foundation

51% Story Builder Campaign

2021 Total Grants: $5,247,343 ECCF assets are in a balanced portfolio of pooled investments that maximize fund growth and encourages, facilitates, and manages long-term philanthropy. Both the Diversified Portfolios and the Socially Responsible Portfolio is managed by Morgan Stanley.

Financial Statements are prepared by CliftonLarsonAllen, LLP, and the 990 returns

30

are prepared by Wipfli, LLP.

Financial Report $38,403,238

2021

$35,197,793

2020

$29,184,848

2019

Contributions - Funds

$21,953,481

2017

$20,305,300

2016

$1,074,049

1997

0

$5M

$ 2,693,094

909,340

-

46,906

18,541

632,468

1,077,751

Total Contributions

5,973,080

3,789,386

Less contributions for agencies

(1,541,808)

(1,077,751)

Contributions - Agency Funds

$10M

$15M

$20M

$25M

Statement of Financial Position Assets Checking and Money Market Investments

2021*

Restated 2020

1,484,223

4,279,973

34,474,246

27,908,108

375,241

(2,316,615)

2,047,673

2,717,062

Other Assets

21,855

27,755

Total Assets

$ 38,403,238

$ 32,616,283

Pledges Receivable - Funds Pledges Receivable - Story Builder

$30M

$35M

$40M

Net Contributions

4,431,272

2,711,635

Investment Gains (Losses)

2,837,669

2,780,013

409,285

349,234

$ 7,678,226

$ 5,840,882

$

Administrative Fee Revenue Total Support & Other Revenue Grants & Expenses Grants - Funds Grants - Story Builder Grants - Agency Funds

Funds Held for Story Builder Funds Held for Agencies Total Liabilities

Beginning Balance of Net Assets Change in Net Assets Total Liabilities & Net Assets

$

24,761

46,445

2,013,572

3,569,400

4,429,583

1,546,708

6,467,916 27,453,730

$

5,162,553 24,487,370

4,481,592

2,966,360

$ 38,403,238

$ 32,616,283

$ 2,048,347 -

412,408

63,109

5,241,371

2,111,456 (63,109)

2,133,963

2,048,347

Program Expenses

520,103

355,442

Operating Expenses

376,976

353,236

Investment Management Fees

165,592

117,497

Less Grants for Agencies

Other Liabilities

2,133,963 2,695,000

(3,107,408)

Total Grants Liabilities

* 2021 Unaudited

$ 4,384,366

Contributions - Operations

$4,177,367

2005

Restated 2020

Contributions - Story Builder

$6,252,551

2010

2021*

Support & Other Revenue

$22,090,674

2018

Statement of Financial Activity

Grants

Total Grants & Expenses Change in Net Assets

3,196,634

2,874,522

$ 4,481,592

$ 2,966,360

31

Thank You For Your Support!

Every grant from ECCF starts as a gift from someone like you. We are deeply grateful for the generous friends who have made a gift to one or more funds at ECCF. Memorials and Honorariums are an excellent way to recognize someone while also making a lasting difference in your community.

To see a list of our 2021 Donors and Grant Recipients, please go to www.eccfwi.org, under the ‘Powerful Giving’ and ‘Lasting Impact’ tabs, respectively.

Photo taken during the remodel

ECCF STAFF MEMBERS: Sue Bornick - Executive Director, Erin Dayton - Operations Director, Rebecca White Body - Program Specialist, Brenna Lindsey-Schrupp - Office and Program Assistant, Cindy Fahser - Financial Assistant, Emily Kuipers - Graphic Design Intern, Riley Piket - Communications Intern

Office Remodel We sincerely thank all the generous sponsors who helped give ECCF’s office a new look!

Chestnut Consulting Eau Claire Business Interiors Investment Realty SDS Architects (now merged with River Valley Architects) Stokes l Herzog Management TSI Voice & Data, Inc. Photo taken after the completed remodel

306 S. Barstow, Suite 104 Eau Claire, WI 54701 info@eccfwi.org 715.552.3801 www.eccfwi.org

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