2012 ANNUAL REPORT CELEBRATING 15 YEARS
LETTER FROM THE Leadership Dear Founders, Donors, Benefactors, and Friends,
process, reducing and in some cases eliminating paper costs. We
2012 was an exciting year for the Eau Claire Community Foundation! We completed our 15th year with over $1.1 million in donations, one of our highest years since the Foundation’s establishment. Thank you for your commitment, which helps us continue to provide
also expanded the use of our software grant module.
grants to nonprofit organizations throughout the Eau Claire area.
Thank you to our generous donors, past and present. We look forward to creating stronger communities by giving back for impact! Please don’t hesitate to contact us, or other members of the Board of Trustees as we look to the future For Good. For Eau
We would like to share 2012 highlights:
Claire. For Ever.
We completed recertification of our compliance with National Standards through the Council on Foundations.
Sincerely,
More than $210,000 was awarded in grants to 48 nonprofit organizations. The 11th Annual Children’s Legacy Luncheon was held in April. Our upcoming Luncheon will be on April 18, 2013! The Women’s Giving Circle celebrated their 5th anniversary. WGC membership is the highest ever, with over 160 members. The Eau Claire Public Schools Foundation now has over 30 Founding Partners. We are very excited to announce the Board of Trustees’ recent approval of a 4% distribution policy for 2013, up from 2.5%. As we move forward, our focus is to keep our expenses under 3% of our net assets each year. We strive for efficiency to keep our operational costs down. We have streamlined our grantmaking
Pat Quinn Board Chair
Sue Bornick Executive Director
contents
The Eau Claire Community Foundation celebrated its 15th anniversary of giving on July 26, 2012 at the Florian Gardens. Pictured are nearly two-thirds of the members of the Society of Founders, who established the ECCF in 1997.
Funds
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Public Schools Foundation
7
Women’s Giving Circle
8
Children’s Legacy Luncheon
9
Grants
10
Donors
14
Society of Founders
16
Legacy Society
17
Honorariums and Memorials
18
Board of Trustees and Staff
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FINANCIAL Report for 2011-2012 The Eau Claire Community Foundation assets are in a balanced portfolio of pooled investments that maximize fund growth. Our Investment Advisor is the Mark Orgel Investment Group of RBC Wealth Management. Financial Statements are prepared by CliftonLarsonAllen, LLP, and the 990 tax returns are prepared by Wipfli, LLP. Statement of Financial Position (unaudited) ASSETS
Statement of Financial Activity (unaudited)
2012
2011
166,745
174,519
Investments
7,874,437
6,033,158
Other assets
36,468
35,606
8,077,650
6,243,283
874,919
522,145
Checking and Money Market
TOTAL ASSETS
LIABILITIES & FUND BALANCE Funds held for others
Support & Other Revenue
2012
2011
1,102,485
515,553
Investments income (loss)
776,110
(53,872)
Administrative fees
106,151
94,831
1,985,511
556,512
Grants
210,761
285,412
Fund program expenses
103,296
95,651
Operating expenses
160,255
150,175
Contributions
Total Support & Other RevenuE
Grants & Expenses
Other liabilities
5,603
6,477
Total Liabilities
880,522
528,622
Beginning Reserve Balance
5,714,661
5,712,506
Change in Net Assets
1,482,467
2,155
TOTAL LIABILITIES & NET ASSETS
8,077,650
6,243,283
Investment management fees
28,732
23,119
Total grants & expenses
503,044
553,907
1,482,467
2,155
CHANGE IN NET ASSETS
CERTIFIED FOR EXCELLENCE In 2012, the Eau Claire Community Foundation completed recertification of compliance with National Standards for all U.S. community foundations as set by the Council on Foundations. The rigorous peer review process and evaluation focuses on five key areas: Mission, Governance, Stewardship and Accountability, Grantmaking, and Donor Services. Annual Report layout and design by Elle McGee, ECCF 2012-13 Graphic Design Intern.
Bean Family Photo
The Bien family
The Eau Claire community has provided our family with -- Steve Bien a quality of life well beyond our expectations. Stephen A. and Kristine K. Bien Family Fund Donor Advised Fund
My wife and I have been part of the Eau Claire community for most of our lives. We have been blessed in life with three healthy children. The Eau Claire community has provided our family with a quality of life well beyond our expectations. As young professionals, we were fortunate to have good mentors for our careers (namely Joe Stienessen & Jim Pinter), a church to provide a great spiritual foundation for our kids, and a belief that it is our duty to give back to a community that has been so good to us. In addition to serving on numerous boards and being involved in other organizations that require our time, we wanted to pass on that sense of purpose and financial responsibility to our children in
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the event we passed away before we had a chance to instill those values in our kids. Therefore, we started out by simply designating the Eau Claire Community Foundation as a beneficiary on a life insurance policy. Since that time, we have funded our Donor Advised Fund on an annual basis and plan to continue to do so. We will continue to educate our children about the fund and provide them with the opportunity to become engaged in this process by making suggestions annually for distributions to organizations that are important to them, and that they have done research on. We also believe this process will provide a fun, and meaningful, annual conversation piece for our family.
Give Back for Impact charitable funds
Giving through the foundation is easy The Eau Claire Community Foundation holds more than 140 charitable funds ranging in size from $10,000 to more than $1 million in assets. When an individual, family or business creates a charitable fund, they give it a name and a purpose. Each fund is as unique as the donor who creates it! The Foundation invests these funds in one of our three investment pools. Every year, a portion of each fund is used to make charitable grants according to the wishes of the donor. Acorn Funds are starter funds that grow over time. Donors can invest as little as $500 up front and add tax deductible contributions each year for approximately 5 years. When the Acorn Fund reaches its minimum amount in gifts and earnings for its fund type, granting can begin. Please refer to the table below for details. If you prefer not to create a fund, we welcome donations to the Foundation’s Community Fund, which serves the greatest needs of the community and the Operations Fund, which helps to support the operations of the Foundation.
Foundation Fees Fees support fund management, investment performance oversight, the annual independent audit and the general operations of the Foundation. Annual administrative fees range from 1.5 percent to 5 percent depending on the type of fund. Investment fees are an additional 0.5% to 1.1%. Fees are assessed monthly, based on the current market value of the fund. Pass-through funds and giving circle funds have varying fee structures. For more information, please contact the Foundation.
choose your own giving plan by creating a fund TypeS of CHARITABLE FundS
Amount Needed for funding
Reason for Selection
Areas of interest And support
Unrestricted
$500 to establish*
Donor has no specific charity in mind, but wants to address all changing charitable community needs
Any area of interest
Donor wants to perpetually support a cause rather than a specific organization (i.e. youth organizations, the arts)
Donor states an area of interest and type of support
Donor chooses one or more specific charitable organizations to receive ongoing support - YMCA, church, etc.
Donor names agency and type of support;
A minimum of $10,000 is required to begin grantmaking
Field of Interest
$500 to establish*
Designated
$500 to establish*
A minimum of $10,000 is required to begin grantmaking
A minimum of $10,000 is required to begin grantmaking
Foundation staff monitors for compliance
Donor Advised Or Corporate Donor Advised
$1,500 to establish* A minimum of $25,000 is required to begin grantmaking
Donor wishes to retain input as to the charity(s) which the fund will benefit
Donor recommends grants for charitable organizations or projects
Pass-Through
$500 to establish* fully funded at $10,000 *Some restrictions apply
Agency or donor wants to raise funds for a specific purpose (usually short-term)
The fund will support a specific cause or need in the community
* Newly established Acorn Funds have 5 years to become fully funded and begin the granting process. All grants are subject to final approval by the ECCF Board of Trustees.
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FUNDS Field of Interest Fund:
Aubre’s Fund Children’s Legacy Fund Junior League of Eau Claire Endowment Fund Nellie and John I. Kaiser Memorial Fund Michael Lund Memorial Fund Luther Midelfort Children’s Health Fund Daniel and Mary Ann Ogan Educational Fund Jim and Kathy Pinter Mental Health Fund Public Gardens Fund Siker Education Fund
Donor Advised Funds:
Janet Barland Fund Thomas and Jill Barland Fund David T. Bodeau and Family Fund Dick and Marlene Cable Family Fund Carlson Family Fund John Matthew Fesenmaier Children’s Fund Frederikson Family Fund Charles and Joanne Graaskamp Fund Grewe Family Fund Jon N. and Maureen S. Homstad Family Fund John and Betsy Kell Family Fund Norm and Mary Ellen Keller Fund Kristo Family Fund Larson Family Fund Dan and Debbie Market Family Fund O’Halloran Family Fund David B. and Dorothy H. Owen Family Fund Scobie Family Fund Terry and Flo Sheridan Family Fund
Mike Siker Donor Advised Fund Robert R. Southard Memorial Fund TechFund – Krause Family Women’s Giving Circle Fund Young Family Fund
T. Gordon and Gladys P. Keith Fund Dean and Susan Olson Family Fund Jack and Lois Postlewaite Family Fund Paul and Cheri Weinke Family Fund Anonymous
Designated Named Funds:
Community Fund:
Thomas and Joyce Bruckner Fund Eau Claire Transit Disadvantaged Token Fund Eau Claire, Dunn, Pepin County Medical Society Fund L. E. Phillips Memorial Public Library Endowment Fund Ralph Owen Disaster Relief Perpetual Fund Lyle and Karyn Quandt Fund Jeanne Richie Memorial Puddle Jump Endowment Fund Hubbard and Kathryn Robbins Family Fund Dr. Michel and Cathy Sultan Fund John and Lela Thompson Fund Dr. Joseph M. and Jean M. Tobin Family Designated Fund
Unrestricted Fund:
Preston and Mary Kay Bissell Fund Daniel F. and Margaret J. Brown Memorial Fund Charter Bank Eau Claire Fund James H. Cupery Fund Lois and Arnie Domer Fund B.J. and Bea Farmer Family Fund Phillip and Barbara Fey Fund Richard T. Gannon Fund Giving Traditions Fund
The Community Fund receives unrestricted donations designated to support grants to local non-profit organizations as recommended by the ECCF grant committee.
Scholarship Funds:
Clarence and Isabel Berger Family Scholarship Fund Elk Mound High School Alumni Scholarship Fund Memorial High School Class of ’60 Scholarship Fund
Acorn Funds:
Advancing Innovation within Eau Claire County Fund Stephen A. and Kristine K. Bien Family Fund Chippewa Valley Regional Computer Forensic Laboratory Fund Paul Del Torto Fund Victoria E. Finstad Fund Foundation Leaders Fund Leonard E. Gibbs Fund to Promote Excellence in Evidence-Informed Research and Practice in the Helping Professions Philip and Janice Happe Family Fund Laura and Duane Hookom Family Fund
ECCF Funds by Category
Innovation Foundation of Western Wisconsin Fund Al and Peggy Jones Fund “Katharine’s Wish” Everett/Rhoten Family Fund Kincaid Family Fund John and Jane Lokken Fund Robert V. and Benjamin G. Miller Fund 5 Martins Family Fund Buzz and Mary Ann Minton Family Fund RCU Fund Pat and Sue Quinn Recreational Fund Chuck and Lori John-Shoemaker Family Fund SS Safari All-Star Fund Sculpture Tour Eau Claire Endowment Fund Talley Family Fund Susan and Roger Tietz Family Fund Gary and Sonya Tourville Fund The Warloski Family Fund Anonymous
Operations Fund:
Gifts to this fund ensure the continuation of the Eau Claire Community Foundation’s work in supporting its philanthropic goals.
Pass-Through, Municipal, Fiscal Sponsorship Funds:
Alliance for Substance Abuse Prevention Pass-Through Fund Circle of Friend’s Sculpture Fund Clear Vision Fund Eau Claire Soccer Park “Bringing on the Heat” Sculpture Fund Eau Claire Police Department Special Units Fund (K-9 Fund) Flying Eagles Ski Club Hill Improvement Fund “Let’s Save Granny” Sculpture Fund Rice Lake 11-21-04 Fund Sculpture Tour Eau Claire Operations Fund
Agency Endowment Funds: Field of Interest
Donor Advised
$213,623
$2,926,298
Org-Agency Endowment
Pass-Through $29,725
$874,919
Scholarship Named
Giving Circle
Designated Name
Unrestricted
$174,186
$38,484
$610,045
$3,210,370
total: $8,077,650
Beaver Creek Reserve Endowment Fund Bolton Refuge House Endowment Fund Boy Scouts of America Chippewa Valley Council Endowment Fund Chippewa Valley Health Clinic Endowment Fund Feed My People Endowment Fund Paul Bunyan Logging Camp Museum Endowment Fund Goodwill Industries Fund Interfaith Hospitality Network Endowment Fund Literacy Volunteers-Chippewa Valley Legacy for Literacy Fund L.E. Phillips Memorial Public Library Agency Fund L.E. Phillips Senior Center Endowment Fund United Cerebral Palsy Endowment Fund Young Men’s Christian Association of Eau Claire Endowment Fund
Supporting Organization: Eau Claire Public Schools Foundation
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Eau Claire Public Schools Foundation Supporting Organization
The Eau Claire Public Schools Foundation (ECPSF) is an independent non-profit foundation dedicated to promoting learning opportunities for students in Eau Claire Public Schools by fostering supportive relationships with the school district, its alumni and the community; raising funds to provide learning opportunities for students, teachers and staff; and awarding grants for innovative projects. The ECPSF was formed by a group of committed community members who believe that supporting the educational needs of school children will build a better community for all. Our Founding Partners came together to build a strong base of support through the Fund for Today and the Endowed Fund for the Future. The Fund for Today supports current student needs, and the Endowed Fund For the Future supports future student needs. The ECPSF Fund for Today and Endowed Fund for the Future support the Eau Claire Area School District in a variety of meaningful and creative ways. The results of these contributions include a growing endowment fund, purchase and installation of a new playground at an elementary school, gifts of appreciated stock that are bringing art and music opportunities to under-resourced elementary and middle school students, and funds for the greatest needs at every school in the district. All this is possible thanks to gifts large and small from members of the community. To become a Founding Partner of the Eau Claire Public School Foundation please contact: Mary Beth Kelley-Lowe, Executive Director at 715-852-3015 or online at www.ecasd.k12.us/foundation. fOUNDING pARTNERS TO DATE Anonymous Dean J. Arnold Louis G. Arnold David and Gail Barnes William and Beth Blackburn Patti Cigan Kathryn Proctor Duax Ken and Lori Faanes Thomas and Monika Fiedler
Charles and Becky Grossklaus Wayne and Carole Halberg Mary Ann and Herb Hardebeck Scott and Mary Beth Kelley-Lowe Slavko and Elizabeth Ivankovic Jerry and Jane Johnson Jeff and Karen Jones Jack and Sally Kaiser Marv Lansing and Nancy Kraft
Board of Trustees
GIFts given in Tribute to others
Dan Market, Chairman Tom Fiedler, Vice Chairman Jef Munger, Treasurer Ken Faanes Charles Grossklaus Mary Ann Hardebeck, Ex officio Jack Kaiser David Richie Sue Tietz Skip Van Gordon
ECPSF Endowed Fund for the Future ECASD District Leadership Team
Fund for today
In tribute to Dr. Terry Sheridan
Charles and Lana Kramer In tribute to Dr. Terry Sheridan
Macy’s Foundation Market & Johnson Dan and Debbie Market Jef and Eileen Munger Northwestern Bank David E. Richie Terry and Flo Sheridan Lisa Stelter-Graf and Mark Graf Susan K. and Roger J. Tietz Kathleen Mitchell
In tribute to Jan Wisner, Carole Halberg
Robert and Mary Schoenknecht
Carol Gunderson, Judy Mir, Cheri Uelmen
Sandy and Richard Ayres
Michael Lynnes
In tribute to a Sam Davey ELL Student
Children’s Legacy Luncheon Fund of Eau Claire Community Foundation
In tribute to a DeLong ELL Student
In tribute to Marge McManus
In tribute to Phil Fey
The Fund For Today is used to meet current needs of students. Gifts to this fund can be directed by the donor to individual schools or programs. Gifts not directed by the donor will be pooled and used for greatest needs that are approved by the ECPSF Board of Trustees.
Skip and Jane Van Gorden Family & Friends of Michael J. Webb Ben and Lori Whitis Dave and Becky Wood Xcel Energy Blenda Yun and Lane Biggs
Bob and Sandy Ayres
John and Susan Ayres
In tribute to A North High School ELL Student
Endowed fund for the future
The Endowed Fund for the Future safeguards the principal of all gifts remaining in perpetuity while the income from the fund is available to be used on an annual basis for school programs, special projects, and to assist students. Use of the income is subject to the approval of the Foundation Board of Trustees.
Women’s Giving Circle 2012 circle leadership: Jackie Belka
Laurie Hittman
Susan Rusboldt
Karen Homme
Sue Tienor
Barbara Brenden
Karen Tomesh
Donna Gilbertson
Circle Advisory Team Chair Circle Advisory Team Co-Chair
Mary Ann Ogan
Circle Advisory Team Secretary
Founding Members Carla Ahneman ◊ Carol Anderson Judy Anderson ◊ Barbara Arnold Sara Baer Annie Bailey ◊ Louise Barfknecht Betsy Barnes ◊ Carol Bartingale ◊ Margaret Becher Kathryn Bergman ◊ Linda Bohacek ◊ Barbara Brenden ◊ Julia Browne Susan Bruce ◊ Marjorie Bunce ◊ Marlene Cable * Tammy Cable Gail Carlson ◊ Carolyn Carlson ◊ Wilma Clark Sonya Clumpner Susan Edstrom ◊ Bea Farmer ◊ Jill Hecker Fernandes Jennifer Fesenmaier ◊ Barbara Fey ◊ Heidi Fisher Carol Gabler ◊ Donna Gilbertson ◊ Gretchen Glasshof Debbie Gonzaga Tess Goodwin ◊ Joanne Graaskamp ◊ Annie Grewe ◊
Education and Program Team Chair Education and Program Team Co-Chair Grants Team Chair Sadie Gunderson Nicolette Hanna ◊ Maria Henly Lorraine Henning ◊ Beth Hicks ◊ Pamela Hicks Maureen Homstad ◊ Edna Hood ◊ Bernadette Hull Alice Katz ◊ Betsy Kell ◊ Mary Ellen Keller ◊ Kerry Kincaid ◊ Marianne Klinkhammer ◊ Lois Krause ◊ Junior League of Eau Claire Marcia Larson Renee Larson Nicole Lasker ◊ Judy Layde ◊ Debi Levin-Stankevich Vicki Lord Larson ◊ Connie Lotz Sherry Macaul ◊ Donella Magadance Patricia Markin ◊ Constance Matson ◊ Anna Mayer ◊ Patricia McHugh La Verne Miller ◊ Mary Ann Minton Kathleen Morin ◊ Erika Munger Helen Nordstrom ◊ Kelly Nordstrom ◊
Grants Team Co-Chair Membership Outreach Team Chair Membership Outreach Team Co-Chair
Sue Nyberg ◊ Mary Ann Ogan ◊ Jane O’Meara Janet Owen Vicky Petermann Kathy Pinter ◊ Susan Pittman Shannon Plank Lois Postlewaite ◊ Jessica SchreinerDonnelly ◊ Randi Scobie ◊ Susan Seningen Catherine Sinkewicz ◊ Beth Speckien Zita Stough Cathy Sultan ◊ Susan Tietz ◊ Janet Tolander ◊ Karen Tomesh ◊ Sonya Tourville Kerry Toutant Marcia Van Beek ◊ Roberta Vance ◊ Kathryn Ver Hagen ◊ Vonnie Wangen * Bette Wahl Ruth Wallace ◊ Sally Webb Cheri Weinke ◊ Barbara Westrate Beverly Wickstrom ◊ Olga Wise ◊ Cleo Young
Lifetime Members Kathy Bartl Barbara Fey ◊ Maureen Homstad ◊ Katherine Lasker Lois Postlewaite ◊ Flo Sheridan
Active Members
Petey Ahneman Schotzie Armstrong Kristina Aschenbrenner Jacqueline Belka Susan Bornick Rosemary Bounds Dolly Bowman Leann Breed Joan Brown Mary Bruce Linda Caillier Patricia Cigan Nancy Coffey Janet Copeland Trish Cummins Joanne Dingmann Suzanne Dow Carol Doyle Terrie Dulitz Janis Dvoracek Jane Edson Karen Eisenbarth Kelly Endres Mary Erickson Jan Etnier Phyllis Fabiny Elizabeth Falkner
Janet Frase Shelley Fredson Gloria Gold Penny Graham Elizabeth Grey Penny Hanson Janice Happe Valerie Henrich Ann Heywood Laurie Hittman Mary Lou Hoeschen Karen Homme Carol Hubler Eileen Immerman Marlene Jannusch Carolyn Johnson Mary Beth Kelly-Lowe Ann Klein Laurie Klinkhammer Penny Kolloff Suzanne Kristo Julia Kyle Judy La Fave Ann Lamoureux Patricia Lange Bobbie Lenz Joanne Lowry Maureen Mack Deborah Marshall Susan McLeod Lynn McNish Karen Metzgar Betty Lou Minton Emily Moore Joy Motto Jeanne Peterson
Susan Peterson Jan Proctor Judy Proett Jan Randall Jayne Reck Katherine Rhoades Mickey Rizzi Sarah Robertson Susan Rusboldt Mary Ryberg Kristen Sandager Cleo Schaff Dr. Katherine Schneider Leslie Schuch Lissa Siedow Julie Sirianni Jo Ann Smith Margaret Soderburg Dorothy Sorlie Sandra Stanton Jen Theisen Susan Tienor Mary Jo Van Gompel Sue Waits Linda Elaine Wendt Barbara WimuncPearson Millie Winters ◊ denotes active founding member * denotes deceased
Congratulations On Your 5th Anniversary! WGC Grants Awarded In 2012 Eau Claire Children’s Theatre: This grant will fund ECCT’s “Rising Star Productions,” bringing the program to Longfellow and Lakeshore Elementary Schools. The after-school enrichment component allows 50 students to be part of a full-scale theatre performance produced in one week. The School Day Residency component includes 10-hourlong theatre workshops that involve students in theatre games and creative drama activities in the classroom. Eau Claire County AIM Court: The 2012 AIM Court grant will be used for financial literacy training, forging relationships with area landlords, and incremental financial stipends for AIM participants who successfully complete budgeting counseling. This program aids in the success of current AIM participants by teaching financial responsibility and linking participants with safe, suitable, and affordable home environments.
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Literacy Volunteers-Chippewa Valley: The “Worthy Work for Mothers” program will teach English instruction, computer, employment, and career development skills to women of diverse low-income families. This program will equip women with the skills and certification to pursue careers in food handling, health care, light manufacturing, and early childhood day care. Lutheran Social Services: This grant will assist women in the Chippewa Valley to access licensed AODA (Alcohol and Other Drug Abuse) treatment in a gender-specific, trauma-informed manner at Lutheran Social Services Touchstones Center. The program consists of 36 sessions of primary outpatient treatment, followed by 16 weeks of continuing care. Program goals include increasing sobriety, securing safe housing, becoming employed, decrease in correctional system involvement, as well as improvement in overall well-being and family relationships.
Children’s Legacy Luncheon Mission: The Children’s Legacy Fund offers an opportunity for donors to make profound and lasting contributions to the health and welfare of children.
Vision:
The Children’s Legacy Fund will increase awareness of issues critical to the health and welfare of children by raising funds for the Chippewa Valley to support initiatives on behalf of children. The Children’s Legacy Luncheon is an annual event that provides an opportunity to honor individuals who have made significant and lasting contributions through their work, volunteerism, or philanthropy on behalf of children in the Chippewa Valley. The 2012 Honorees, pictured below, are known and respected for their lifelong commitment to children and families. In addition to receiving the “Outstanding Achievement Award” at the Children’s Legacy Luncheon, each Honoree is invited to recommend a $500 grant from the Eau Claire Community Foundation to a non-profit organization of their choice. 2012 Children’s Legacy Luncheon grant recipients were the Eau Claire Public Schools Foundation
Chairpersons Nikki Hanna Liz Kennedy-Wiechert Pat LuCore Betsy McDougall-Gibbs Carol Morin Kelly Nordstrom Minette Ponick
Volunteers Schotzie Armstrong Sue Bornick Nancee Burbank Robert Carr Peggy Casper Janet Copeland Lynn Fering Carol Gabler Donna Gilbertson Sadie Gunderson Lorraine Henning Patty Horecki Elle McGee Joann Miettunen Jane O’Meara Jessica Schreiner-Donnelly Rose Wiechmann Laurelyn Wieseman
Fund for Today, Children’s Dyslexia Center, Inc., North High School Band Parents, Inc., United Cerebral Palsy of West Central WI, Special Olympics - Indianhead Area, and the L.E. Phillips Memorial Library - Children’s Library. The Luncheon also raises money for the Children’s Legacy Endowment Fund at the Eau Claire Community Foundation, which supports grants to programs that serve children. The 2012 grant recipient from the Endowment Fund is the Boys and Girls Club of the Greater Chippewa Valley.
Selection Committee Kathern Axelsen Neal Benham Brook Berg Ruth E. Harris Marnie Hersrud John Schaaf Becky Seelen Terry Sheridan Tom Thorsness
2012 Sponsors
Pictured from left to right: Neil Hanson, Linda Johnson, Bruce Hering, Paula Wainscott, Andrea Sullivan, Phillip Fey
Avalon Floral Ayres Associates Charter Bank Greendoor Graphics and Advertising Group Health Cooperative of Eau Claire The Hanna Family Kristo Orthodontic Specialists Paul and Linda Kuehn Charles and Helen Nordstrom Leader-Telegram Market & Johnson Marshfield Clinic Mayo Clinic Health System Mega BMO Harris Bank and BMO Wealth Management Northwestern Bank Peoples Bank of Wisconsin RCU Royal Construction, Inc. Sacred Heart Hospital Stifel Nicolaus Student Transit-Eau Claire, Inc. Wipfli LLP Xcel Energy
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Total Grants Distributed in 2012 Offer Opportunities $59,155
Create Culture $67,192
Grant Category:
Give Green Grants in the category of “Give Green” support programs that engage children and adults in activities that improve or sustain the quality of our earth or that provide fitness, health and wellness opportunities. Also included in this category is support for animals. Special Olympics Area 3 Unrestricted Bob’s House For Dogs “Canine Company” visits to shut-ins Create program to educate children about differences and empathy using their German Shepherds Unrestricted Boy Scouts of America-Chippewa Valley YMCA after school program (2) Chippewa Valley Habitat for Humanity Purchase of tablet PCs
Give Green
Form Futures
$21,681
$38,272
total: $210,481.02
Pictured Below: Eau Claire Children’s theatre “Eau Claire Children’s Theatre was very pleased to receive funding assistance from the Eau Claire Community Foundation for the purchase of a rechargeable battery system to power our wireless microphones. The system allows us to save valuable resources by eliminating the purchase and disposal of 5,000 regular batteries annually, helping to make Eau Claire Children’s Theatre a more “green” business.” --Wayne Marek, Executive Director, Eau Claire Children’s Theatre
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Community Beautification Association, Inc Purchase of gardening equipment Eau Claire Children’s Theatre Rechargeable battery system Eau Claire County Humane Association Replacement cat kennels L.E. Phillips Senior Center Parking lot expansion YMCA - Eau Claire Purchase of low and high balance beams for gymnastics center Friends of Beaver Creek Reserve Unrestricted Purchase of Mascot Costume - remaining balance unrestricted. YMCA - Eau Claire Camp Manitou Shoreline Restoration (4) UW-EC Wisconsin Youth Sports Program Expand areas of program in self development, resume creation, and outdoor skills.
Grant Category:
Form Futures Grants in the category of “Form Futures” fund programs established at institutions or nonprofit organizations that provide instruction for children and adults. Grants in this category also fund programs that offer learning or community development opportunities. Boys & Girls Club of the Greater Chippewa Valley, Mary Markquart Center Desktop computers and furniture Children’s Dyslexia Center of Upper Wisconsin Unrestricted (2) Children’s House Montessori School Enrollment fees for Teaching Strategies Gold Children’s Museum of Eau Claire Purchase of folding room dividers Chippewa Valley CARE Coalition End-of-life care “Train the Trainer” program Dartmouth College Unrestricted Eau Claire Public Schools Foundation Unrestricted Friends of Beaver Creek Reserve 5th & 6th Grade Group Scholarships 5th and 6th Grade environmental education scholarships International Spanish Language Academy “UnoDosGrow” program L.E. Phillips Memorial Public Library Building fund Children’s Library programs Literacy Volunteers - Chippewa Valley Equipment for Adult Literacy Program (4) Mt Holyoke College Unrestricted North High School Band Parents, Inc. Provide assistance to needy students for music lessons Putnam Heights Elementary School Garden project Rice Lake High School Scholarship Fund Scholarships Robbins Elementary School Unrestricted UW-EC Foundation Single Parent Heroes scholarships Robert R. Southard Scholarship Fund
Pictured Above: ChildreN'S Dyslexia Center: “The Children’s Dyslexia Center of Upper Wisconsin, as a relatively new organization, was thrilled to receive funds through the Eau Claire Community Foundation this past year to support the work being done to help students become better readers. Our organization is able to train individuals to work with students using a time-tested, proven effective, method of teaching language skills. Tutors complete a rigorous, accredited training program that consists of 45 hours of classroom instruction, 5 hours of observation, and 100 hours of practicum instruction free of charge. Our students are able to receive all of their tutoring services free of charge as well, making this a viable source for families to get the help they desperately need but aren’t able to get elsewhere. As a locally funded center, we rely on the collaboration and partnerships in the community. These donations and grants supplement our program and operating budget and ensure that children and families have this resource available.” --Tammy Tillotson, Center Director, Children’s Dyslexia Center of Upper Wisconsin
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Pictured Below: Chippewa Valley Museum “CVM’s capital campaign took 10 years and during that time, the Eau Claire Community Foundation made nine grants to us. Since then, there are few things we have done of any significance that the Foundation has not been part of. ECCF has supported collections storage improvements and new exhibits. It played a critical role in setting up our ongoing digitization program. A 2012 grant is helping the Chippewa Valley Museum make progress on a new 4,200-square foot exhibit. Intersections will trace 300 years of regional history and reflect research, collections, and technique acquired over the past two decades. The museum’s grant supports design plus working with historians, geographers, conservators and other museum specialists. Thanks, ECCF, and watch for Intersections in 2014!” --Susan McLeod, Director Chippewa Valley Museum
Grant Category:
Create Culture Programs and organizations that enhance the quality of life in our community through music, visual or performing arts, and museums are supported by grants in the category “Create Culture.” Children’s Museum of Eau Claire, Inc. Support field trips and special events, installation of sink and cabinets Chippewa Valley Museum Main gallery renovations and new exhibit Unrestricted Eau Claire Children’s Theatre Program: “Rising Star Productions” Eau Claire Municipal Band Purchase of crash cymbal holder and snare drum stand Paul Bunyan Logging Camp of Eau Claire Technology equipment and software for inventory Phipps Center for the Arts Unrestricted Sculpture Tour Eau Claire Operations Fund For the “Circle of Friends” sculpture at the L.E. Phillips Memorial Public Library “Granny’s Garden” sculpture and unrestricted funds Sculpture Tour Eau Claire brochures (2) Sculpture Tour Eau Claire Endowment Fund
Grant Category:
Offer opportunities
Grants in this category fund programs that “Offer Opportunities” by providing children, adults, and families with basic needs such as food, shelter, clothing, health services and disability assistance. AIDS Resource Center of WI ARCW Eau Claire Food Pantry American Red Cross- Chippewa Valley Chapter Wisconsin Unrestricted Big Brothers Big Sisters of Northwestern Wisconsin Website development Continued. on next page..)
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Eau Claire Municipal Band
(Offer Opportunities, continued...) Bolton Refuge House, Inc. Security surveillance cameras (2) Establishment of volunteer workforce Unrestricted Boy Scouts of America-Chippewa Valley Unrestricted (3) Chippewa Valley Free Clinic Stationery materials, brochure printing for new location Patient medication Unrestricted (2) Chippewa Valley Habitat for Humanity Unrestricted City Transit Authority Bus tokens for those in need Eau Claire Area School District Provide clothing and other needs for homeless children Eau Claire Community Foundation Operations Eau Claire County AIM Court Program: “Financial Literacy Training and Assistance, Forging Relationships with Area Landlords” Feed My People Food Bank Expansion of Weekend Kids’ Meals Program First Lutheran Church Dale Rasmussen Fund for Children Interfaith Hospitality Network, Inc. Unrestricted Literacy Volunteers - Chippewa Valley Program: “Worthy Work for Mothers” Lutheran Social Services Positive Avenues Day program (2) Program: “LSS Touchstone Center” The REACH Foundation Traumatized veterans’ re-entry program (2) Trinity Lutheran Church Friends of Flynn Weekend Kids’ Meals program United Cerebral Palsy of West Central WI Unrestricted United Way of Greater Chippewa Valley United Way of the Greater Chippewa Valley Leadership Circle UW-Extension Eau Claire County Equipment for allowing Foodshare recipients to access Farmers’ Market
Not Pictured: Bolton Refuge House “The mission of Bolton Refuge House, Inc. is to offer safety, support, education and other services, skills, or alternatives that will empower and enhance the safety and well-being of domestic violence and/or sexually assaulted victims by specifically addressing their needs on an individual and community basis. Bolton Refuge House received funding from the Eau Claire Community Foundation which enabled us to purchase and install security surveillance cameras at the Transitional Housing Units. Overall the security surveillance cameras has created a level of accountability for victims in the program and enhanced the safety and security of the units. “ -- Pat Stein Bolton Refuge House
Pictured below: AIDS Resource Center “With a generous gift from the ECCF, the AIDS Resource Center of Wisconsin (ARCW) has fought hunger and improved the quality of life of more than 70 HIV positive individuals and their families living in Eau Claire County in 2012. The gift from the Foundation provided support for the ARCW Food Pantry, enabling the agency’s staff to provide high calorie, high protein food items and nutritional supplements critical to the health and well being of these individuals. A solid nutritional base is particularly important for a person living with HIV, it gives the person’s body energy to manage the disease. The ARCW operates food pantries in seven locations throughout Wisconsin ensuring that people living with HIV have the best chance at living long and healthy lives.” --Kathy Fargo, Director of Major Gifts, AIDS Resource Center of Wisconsin
Eau Claire Community Foundation DONORS --------- A --------9 to 5 National Association of Working Women Carla and Ed Ahneman Spencer and Patrice Ahneman Ameriprise Financial Services, Inc. Dave and Carol Anderson Joyce Anderson Judy and C.C. Anderson Karl Andresen David and Joan Angell Anonymous (20) Schotzie and Mike Armstrong Louis G. Arnold Kristina Aschenbrenner Patti Ausman Avalon Floral, LLC Ayres Associates Janice Ayres
--------- B --------Dale and Mavis Babbitt Badgerland Printing USA, Inc. Joseph and Janet Badstieber Richard and Sara Baer Annie Bailey Nicole and Justin Baker Janet Barland Thomas and Jill Barland Betsy Barnes and Willi Cheney Donald and Gloria Barnes Dianne Barrett Jackie Barstad Ed and Ginny Bartch Jack and Carol Bartingale Jim and Kathy Bartl Charlie and Lucy Bauer Bauman Associates Ltd. Steve Baumgartner Barb and Bruce Bayley Jacqueline and Edward Belka Mary Bement Michael Benrud William and Amy Benson Norm and Vi Berg Gary and Cynthia Berger Patrick and Sandra Berger William and Kathryn Bergman Gerald and Barbara Berseth Kristina and Alex Beuning B-Framed Galleries Eileen Biegel Stephen and Kristine Bien Michelle Biermeier Big Brothers Big Sisters of Northwestern Wisconsin Estate of Mary Kay Bissell Blackburn and Associates William and Beth Blackburn Jack and Leanne Blume BMO Harris Bank Don and Kim Bodeau Jean Bodeau Robert and Lois Bodeau B.J. and Linda Bohacek Christopher Bohatka James and Marilyn Bollinger Timothy and Mary Boortz Sue Bornick Bob Bosold Jim and Rosemary Bounds Alison Bowe Dolly Bowman Paul Bowman Boy Scouts of AmericaChippewa Valley Council Paul and Kathy Braaten
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Barbara Brandner Ruth and Robert Brendsel Aaron Broderick Joan Brown Julie Brown Mary Bruce Susan Bruce Thomas and Joyce Bruckner Margaret (Berger) Brunn Matthew and Pam Brunner Marjorie Bunce John and Nancee Burbank Robin and Robert Burch Cyndie Bush Norma Buttenhoff
--------- C --------Dick Cable Capital Coordinators Mike and Carolyn Carlson Frank and Miriam Carr Robert Carr Charles and Cheryl Case Charter Bank Benjamin Cheney Children’s Museum of Eau Claire, Inc. Chilson Subaru Community Foundation of Chippewa County Chippewa Valley Eye Clinic Chippewa Valley Habitat for Humanity Chippewa Valley Orthopedics and Sports Medicine Clinic, S.C. Chippewa Valley Symphony Chippewa Valley Technical College Denis and Sue Christopherson Patti Cigan Cigna Matching Gifts Program City of Eau Claire Mary and Denny Clark CliftonLarsonAllen LLP Clinicare Corporation Matthew and Nancy Coffey Commonweal Development Corp. Community Foundation of Dunn County Computer Wizards Carlyn Conway Joan Cook Peter and Janet Copeland Corporate Technologies Colette Couillard John Plewa and Trish Cummins Christopher and Patti Curtin
--------- D --------Linda Dahl Daniel F. and Margaret J. Brown Trust Linda Danielson Bob and Merrelyn Dawson Bill and Jo Ellen DeCesare Paul Del Torto Jane Dennis John and Barb Dickey Duane and Joan Dingmann Alva Douglas Tom and Suzanne Dow Downtown Eau Claire, Inc. Carol Doyle Diane Dreher Polaris Solutions Ronald and Terrie Dulitz Janis Dvoracek
--------- E --------Eau Claire Anesthesiologists Eau Claire Area School District Eau Claire Auto Parts, Inc. Eau Claire County Eau Claire Energy Cooperative Eau Claire Family Dental Eau Claire Ford Eau Claire Garden Club Eau Claire Indoor Sports Center Eau Claire Police Department Jane Edson Mark and Susan Edstrom Edward Jones Lisa & Bob Eierman Karen Eisenbarth Elk Mound School District Alumni Steve and Kelly Endres EO Johnson Company Mary Erickson Maryanne Erickson William Erpenbach Don and Jan Etnier John and Joanne Evans Doug Rhoten and Kristen Everett Lloyd and Pat Everhart
--------- F --------Mark and Donna Faanes Robert and Phyllis Fabiny Craig and Elizabeth Falkner Jeanine Farb B.J. and Bea Farmer Feed My People Food Bank Jennifer and Joseph Fesenmaier Phillip and Barbara Fey Janice (Biskey) Fink Lisa Fiore First Net Impressions Heidi and Andy Fisher Flying Eagles Ski Club Penny and Bruce France Donald and Karen Frank Louis and Janet Frase Bob Fraser Shelley Fredson Friends of Beaver Creek Reserve Roy and Jan Fuerstenberg
--------- G --------Billl and Carol Gabler Richard Gannon Kristin Gerry Mark Gideonsen and Jennifer Eddy Donna and Eric Gilbertson Girl Scouts of the Northwestern Great Lakes, Inc. Gloria Gold Tess Goodwin Gordy’s Chippewa Foods, Inc. Charles and Joanne Graaskamp Thomas and Penny Graham Elizabeth Gray Tom and Annie Grewe Luther and Virginia Grohn Charles and Becky Grossklaus Group Health Cooperative of Eau Claire Ruth Gullerud Sadie and Scott Gunderson
--------- H --------Benny Haas Garry and Sonia Hageness Betty Hainz Wayne and Carole Halberg Jeff and Karla Halloin
Beverly Halmar Duane and Phyllis Hambleton Richard and Nicolette Hanna Penny Hanson Stephen Hanson Phil and Jan Happe Connie Harkness Harmon Solutions Group Julie Hayes Roger and Charlene Helgoth Mark and Lois Helland Lawrence Henkel C.P. and Lorraine Henning Jeff and Patty Henry Menomonie Street Dental Herbert H. Kohl Charities, Inc. Harold and Beverly Hering Marnie Hersrud and Howard Nelson Ann Heywood and Gene Stanley Ed and Beth Hicks Mary Lou Hoeschen Aaron Hoffman Marlene Hoffman Karen Homme Jon and Maureen Homstad Edna Hood Hope Gospel Mission, Inc. Richard and Patricia Horecki David Hovland Debra Hubbell Carol Hubler Marian Hudson Ralph and Peggy Hudson David and Normetta Hurlburt Naghma Husain
--------- I --------Eileen and Steve Immerman Inside Lines
--------- J --------Gerald and Mary Jacobson Marlene Jannusch Carole Johnson Daniel and Carolyn Johnson Linda and Dennis Johnson Lori Johnson Johnson/Marshall Family Fund Jeffrey and Karen Jones Junior Achievement of WI, Inc. Northwest District Junior League of Eau Claire Richard and Mary Jurmain
--------- K --------Carol Kading Ann Kaiser Jack and Sally Kaiser Tamara Kappler David and Alice Katz Betsy Kell Norm and Mary Ellen Keller Mary Beth Kelley-Lowe Ken Vance Car City, Inc. Kristi and Shaun Kennedy Lisa and Thomas Kenyon Lifestyle Enhancement Services Daniel and Kerry Kincaid James Klabough Bob and Carol Klauer Ann Klein David and Marianne Klinkhammer Fred and Stephanie Koch Penny Britton Kolloff Anne and Robert Kosky Karen Kraus Lois and Bob Krause Kristo Orthodontic Specialists
Suzanne Kristo Julia Kyle
--------- L --------Eugene and Judy La Fave Lamar Advertising of Central WI John and Ann Lamoureux Landmark Company Ronald and Patricia Lange Marv Lansing Douglas and Ann Larson Richard and Marcia Larson Lasker Jewelers Charles and Kathy Lasker Nicole Lasker and Erik Ringsrud John Lawler John and Judy Layde Leader-Telegram Kathryn Lee Donna and Dave Lehmkuhl Ned and Jill Lenhart Bobbie Lenz Dotty and Roy Lillo Richard and Joanne Linden Literacy Volunteers - Chippewa Valley Chris Little The Livery and Cowtown Saloon John and Jane Lokken Durwin Long Mary Lonsdale Paul Loomis Vicki Lord Larson Joanne B. Lowry Greg and Won Lund Eric and Karen Betzig Lundberg Douglas Lundholm
--------- M --------Sherry Macaul Gary and Dar Machler Maureen Mack Manpower Market & Johnson Dan and Debbie Market Markquart Toyota Deborah Marshall Marshfield Clinic Eau Claire Center Keith and Allison Martin Larry and Claire Martin Dan Massopust Constance Matson Christopher May Anna and Lee Mayer Judith and Randall Mayer Mayo Clinic Health System Mayo Foundation for Medical Education and Research Scott McClain James and Karen McCrady Betsy McDougall Gibbs Kevin and Rachel McKinley Susan McLeod Lynn McNish Consumers Cooperative Assn Georgia Mehr MEP Associates Merrick Plastic & Hand Surgery, S.C. Robert and Karen Metzgar Bill and Mary Koziol Meyer Rick Mickelson Jim and Joann Miettunen David and La Verne Miller Betty Lou Minton Buzz and Mary Ann Minton Moeding Partners LLC Richard and Sherry Mohr James Molitor Gregg and Emily Moore
Carol and Joseph Morin William and Kathleen Morin Joseph and Joyce Motto Harold Mousel Jane Mueller Meri Jo and John Mueller Jim and Peggy Murray My Friends Place Spa Salon
--------- N --------Nestle Nutrition Stephanie Niebergall Ryan Niemeyer Kari Noltner Jane Norby Meg Nord and Paul Kaldjian Charles and Helen Nordstrom Kelly Nordstrom Northern Pines Ear, Nose and Throat, S.C. Northwestern Bank Michael Nowicki Charles and Sue Nyberg Michelle Nyman
--------- O --------Oakleaf Surgical Hospital Mary Ann and Daniel Ogan Michael and Martha O’Halloran Carol and Rick Olson Michael and Jane O’Meara Jose and Zaida Ortiz Charleen Ovren
--------- P --------Eliezer and Carmela Pasternak Paul Bunyan Logging Camp of Eau Claire Sue and Doug Pearson William and Barbara Pearson Juanita and Robert Peck Peoples Bank of Wisconsin Pet Food Plus Wayne and Marge Peters Geoffrey Peterson Jeanne and Gregory Peterson Jerome Peterson Paul and Alison Peterson Susan Peterson Warren Petryk Erik Phelps and Kim Hill Phelps Philadelphia Insurance Companies Colleen Pierce Philip and Marjorie Pinewski Jim and Kathy Pinter Mark and Meredith Pirazzini Kara and Timothy Pitchford Minette Ponick Jan Porath Jack and Lois Postlewaite Kathryn Prentice The Presto Foundation Milo and Carolyn Pritchett Ben and Jan Proctor Judy Proett Jill Prushiek
--------- Q --------Yao Qiu Jack and Margaret Quaid Pat and Sue Quinn
--------- R --------Deborah Raehl Jan Randall Clare Rasmussen William and Jeanne Rauckman RB Scott Company, Inc.
REACH, Inc. Donald and Jayne Reck Dave and Pat Reinardy Dennis and Betty Reinke Kyle Reinke Glenn Reynolds and Karen Havholm Katherine and Bruce Rhoades Anthony and Grace Rich David Richie Karen and Tony Richie Matthew Ridley Janeway Riley Ronald and Dorothy Riutta Mickey Rizzi Sarah Robertson Barbara and Alvin Rolland Mary Rosolack Dorothy Rossow Rotary Club of Eau Claire Jason and Abbie Rotello Royal Construction, Inc. Royal Credit Union John and Shiela Rozich Tom and Susan Rusboldt Mary Ryberg
--------- S --------Sacred Heart Hospital Kristen Sandager James Schaefer Harper Enterprises, LLC Cleo Schaff David Schifeling and Joan Hamblin Oak Leaf Pediatrics Katherine Schneider Jessica Schreiner-Donnelly Leslie Schuch John Schultz Michael and Cheri Scobie Peter and Randi Scobie Patricia Scott Darrin and Kim Senn Steve and Kaye Senn Sharp One Hour Photo Inc. Terry and Flo Sheridan Lissa Siedow Jim and Pat Simonsen Catherine and Thomas Sinkewicz John and Julie Sirianni Slick Up Center Geri Sluga Jo Ann Smith Noel and Diane Smith Margaret Soderberg J.J. Solonika Dorothy Sorlie Gari and Judi Spagnoletti Spangler, Nodoff, Bruder & Klinkhammer William Sparkes and Jodi Baglien Sparkes Special Olympics Area 3 Spectrum Insurance Group Doris Sperstad Diane Spinucci Sherry and John Sprague St. Croix Valley Foundation Michael and Sanae Stacy Richard Stahlbusch Sterling Standiford Sandra and Robert Stanton Lisa Stark and Tom Misfeldt State Farm Insurance Kathryn Stella-Flora Stifel Nicolaus Jerry and Carole Stoflet Joan Stolp
John and Lynnette Stoneberg Zita Stough Kari Stroede Jack and Donna Stromwall Student Transit - Eau Claire, Inc. Terre and Ken Sullivan Michel and Cathy Sultan Jennifer Surma
--------- T --------Don and Laura Talley Ellen and Steve Terwilliger That Conference, NFP Jon and Jen Theisen Jon Thorpe and Suzette Peltier Christina Thrun Susan Tienor Susan and Roger Tietz Tammy Tillotson Barbara A. Tischer Janet and Greg Tolander Karen and Joel Tomesh Gary and Sonya Tourville
--------- U --------U.S. Bancorp Foundation UW - Eau Claire UW-EC Foundation
--------- V --------Marcia Van Beek Russell and Mary Jo Van Gompel Skip and Jane Van Gorden Kenneth and Roberta Vance Jocelyn Vanda Toby Vanden Heuvel Jim and Chris Vaudreuil Jan and Kathryn Ver Hagen Visit Eau Claire Chad Voelker Jason Von Ruden
--------- W --------Sue and Ron Waits John and Ruth Wallace Warren Wangen Johanna Warloski Sally Webb Centare Paul and Cheri Weinke Weld, Riley, Prenn & Ricci Wells Fargo Bank Linda Elaine Wendt Ben and Lori Whitis Curtis and Marlys Wicklund Beverly Wickstrom Rose and Robert Wiechmann Mary Willi Terry and Susan Willkom William and Robin Wilson Wipfli LLP Olga Wise Brent and Kristin Wogahn Rebecca and David Wood WPS Health Insurance Bonnie Wright Roger Wrobel
eau claire public schools foundation (ECPSF) DONORS In 2011, the Eau Claire Public Schools Foundation became the first Supporting Organization of the Eau Claire Community Foundation. A supporting organization (also known as a “supporting foundation”) is a 501(c)(3) organization that is classified as a public charity. By affiliating with the ECCF, the overhead and administrative costs are reduced and expensive software programs are not necessary. The supporting organization is distinct from the ECCF, and determines its own grants. --------- A --------Anonymous Dean Arnold Louis G. Arnold Bob and Sandy Ayres John and Susan Ayres Richard and Sandy Ayres
--------- B --------Donna Wagner Backus David and Gail Barnes William and Beth Blackburn Steven Brimmer
--------- C --------William and Mary Cayley Patti Cigan Robin Criego
--------- N ---------
Mary and John Dixon Kathryn Proctor Duax
North High School Northwestern Bank Northwoods Elementary School
--------- E --------ECASD District Leadership Team
--------- F --------
--------- G ---------
--------- S ---------
Mike Graf and Lisa Stelter Graf Charles and Becky Grossklaus Kristen Gundry
Wayne and Carole Halberg Richard and Nicolette Hanna Warren and Mavis Hermodson Ralph and Peggy Hudson
Sam Davey PTA Robert and Mary Schoenknecht Sherman Elementary School Douglas and Joan Smith Robert R. Southard Memorial Fund of the ECCF Sam Stange Larry and Linda Stelter Kenneth and Terre Sullivan
--------- I ---------
--------- V ---------
Slavko and Elizabeth Ivankovic
Dan VanDeWater Skip and Jane Van Gorden
--------- H ---------
--------- J --------Wendy Sue Johnson Jeff and Karen Jones
Jack and Sally Kaiser Charles and Lana Kramer Gary Krenz
Wayne and Cecelia Zorn
--------- R --------David E. Richie Robbins School PTO Roosevelt Elementary PTO
Xcel Energy
--------- Z ---------
--------- P --------Putnam Heights PTO
Ken and Lori Faanes Ann Franke Jim and Lynn Fering Flynn Elementary PTA
--------- X ---------
YMCA - Eau Claire
--------- M --------Macy’s Foundation Michelle Manning Manz Elementary PTA Market & Johnson Dan and Debbie Market Kay Marks Meadowview Elementary School Marion Meyer Microsoft Matching Gifts Program Glen and Gloria Miller Kathleen Mitchell and John Jacobson
--------- D ---------
--------- K ---------
--------- Y ---------
Nancy Lindau Locust Lane Elementary PTO Longfellow School PTA Michael and Mary Ann Lynnes
--------- L --------Lakeshore Elementary School PTO Marv Lansing and Nancy Kraft James and Joan Leary Tim and Tammy Liebham
--------- W --------Family and Friends of Michael J. Webb Heidi White Ben and Lori Whitis Becky and Dave Wood
--------- X --------Xcel Energy Xcel Energy Foundation
--------- Y --------Blenda Yun and Lane Biggs
Pictured Left:
Gloria gold Gloria Gold is involved in many facets of the Foundation. Gloria and her late husband Walter are members of our Society of Founders, helping to start the Foundation fifteen years ago. As a member of our Legacy Society and Women’s Giving Circle, Gloria strongly supports the Foundation’s mission to serve as a catalyst to address the greatest needs of the Eau Claire community. Gloria experienced the joy of philanthropy at a young age. During World War II, her mother was very active in the Red Cross in their hometown of Tampa, Florida. While Gloria was in college, her mother held open houses where anyone was welcome, and was involved in collective giving with close friends for the benefit of children in need. Through the example of her father and mother, Gloria “learned early on to help others in any way possible.” In fact, as one of the newest members of the Women’s Giving Circle Grants Committee, Gloria continues her mother’s tradition of collective giving. Gloria has generously contributed her time and money to a variety of organizations. She has packed meals at Hope Gospel Mission, led two Brownie Scout Troops, and volunteered for Mayo Clinic Health System, the YMCA, and the Eau Claire Service League, to name just a few.
Gloria Gold and her dog Sunshine (“Sunny”)
Gloria is eager to pass on her passion for philanthropy. She encourages her children and grandchildren to volunteer, and has made the commitment to include the Eau Claire Community Foundation in her legacy giving. Thank you, Gloria, for your dedication and contribution to the ECCF!
SOCIETY OF FOUNDERS The following sixty-four individuals, families and firms have helped make the Eau Claire Community Foundation a permanent part of the Eau Claire Area through their initial gift of $10,000 or more: Dr. David and Joan Angell Owen and Janice Ayres Bob and Louise Barfknecht Thomas and Ann* Barland Jack and Carol Bartingale Jim and Kathy Bartl William and Kathryn Bergman James C. Bolton, Jr. W. Verdell and Diane R. Bothun Susan J. Bruce Dick and Marlene* Cable Duane and Joan Dingmann Arnie* and Lois* Domer Stephen and Janet Driever B. J. and Bea Farmer Phillip and Barbara Fey David and Cindy Frederikson Walter* and Gloria Gold
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Charles and Joanne Graaskamp Tom and Mary* Grewe Jon N. and Maureen S. Homstad Daniel F. and Carolyn B. Johnson Don and Eunice*Johnson Lloyd* and Lila Johnson Dr. David and Alice Katz Mike and Pat Kell Norm and Mary Ellen Keller Dick and Marcia Larson Charles and Kathy Lasker Marv and Sandy* Market Lee and Mary* Markquart Lee* and Ruth* Mathison Terry and Gina* McEnany Jim Carter and Victoria Miller Buzz and Mary Ann Minton
Charles D. and Sue E. Nyberg Michael and Jane O’Meara Mark and Tammy Orgel Wayne and Marge Peters Jim and Kathy Pinter Dr. Peter Ullrich and Susan Pittman Jack and Lois Postlewaite Bob* and Claribel* Rowan Wallace and Delores Schulenberg Peter and Randi Scobie Robert P.* and Rosemary M.* Scobie Steve and Kaye Senn Jack and Donna Stromwall Dr. Michel and Cathy Sultan Matthew and Melissa Tietz Roger J. and Susan K. Tietz
Pat and Kerry Toutant Ken and Roberta Vance Jan and Kathryn Ver Hagen Warren and Vonnie* Wangen Steve* and Olga Wise Jack and Cleo Young Ayres Associates Charter Bank Eau Claire US Bank Royal Credit Union CliftonLarsonAllen LLP, formerly Stienessen, Schlegel & Co. LLC Thompson, Plumb & Assoc., Inc. Wipfli LLP * denotes deceased
the legacy society Gifts that Last forever
We gratefully recognize individuals and couples who remember the Foundation with a bequest from their estate, or who have indicated that the Foundation has been named a future beneficiary of their estate. These community benefactors have enriched the lives of others through their concern for the charitable needs of our community. By completing a non-binding, confidential Statement of Intent, we can honor your charitable wishes. Legacy Society members may designate their gift to one or more individual funds, our Community Fund, or Operations Fund. They may also establish a family fund at the Foundation for the benefit of their favorite nonprofit organizations or causes. The individuals listed below have informed the Eau Claire Community Foudation that they acknowledge the importance of planned giving and have included the Eau Claire Community Foundation in their estate plans: Dr. David and Joan Angell Janet Barland Thomas and Jill Barland Jack and Carol Bartingale Miss Priscilla Berry Bill and Winnie Bean Stephen and Kristine Bien Preston* and Mary Kay* Bissell Don and Kim Bodeau Robert and Andrea Bodeau Aaron Broderick Daniel F. and Margaret J. Brown Susan Bruce Thomas and Joyce Bruckner Dick and Marlene* Cable Kurt and Tammy Cable Jim Carter and Victoria Miller
Roger and Betty Davis Paul Del Torto Arnie* and Lois* Domer B.J. and Bea Farmer Joseph and Jennifer Fesenmaier Victoria E. Finstad Heidi Fisher Louis and Janet Frase Richard T. Gannon Tom and Annie Grewe Charles and Becky Grossklaus Karen and Dick Hebert Mark and Lois Helland Jon N. and Maureen S. Homstad Edna Hood Laura Hookom Al and Peggy Jones
John Kaiser and Marcia Van Beek Dr. David and Alice Katz Dr. Daniel and Kerry Kincaid Joseph Koehn* Richard D. and Marcia Larson John and Jane Lokken Keith and Allison Martin Buzz and Mary Ann Minton Gregg and Emily Moore Jon and Erika Munger Charles D. and Sue E. Nyberg Jim and Kathy Pinter Jack and Lois Postlewaite Lyle and Karyn Quandt Pat and Sue Quinn Steve and Kaye Senn Terry and Flo Sheridan
Charles Shoemaker Jr. and Lori John-Shoemaker Vernon* and Jo Ann Smith Jerry and Beth Speckien Susan and Roger Tietz Dr. Joseph M. and Jean M. Tobin Gary and Sonya Tourville Dr. Peter Ullrich and Susan Pittman Kenneth and Roberta Vance Jan and Katy Ver Hagen Ron* and Johanna Warloski Paul and Cheri Weinke Bonnie Wright Dr. Jack and Cleo Young Anonymous (10) * denotes deceased
LEAVE YOUR LEGACY: Choosing the Gift Plan to Fit Your Goals Your Giving Vehicle
Your Personal Goals
Income to Donor /Heirs
Income tax Deduction
Capital Gains & Estate Taxes
Attractive Funding Assets
Bequest in your will
Minimizing taxable estate
No
No
Avoided
Assets that continue to generate taxable income for estate or heirs
Retirement plan beneficiary designation
Provide for charity with pre-tax dollars
No
No (but avoids income tax that would accrue to heir if named beneficiary)
Avoided
IRAs, other qualified plan assets
Life Insurance
Provide for favorite charitable causes
No
Yes, if the policy ownership is given to foundation
Avoided
Paid up whole life policies
Provide for favorite charitable causes
Policies with annual dividends greater than premiums
No, if foundation is named as beneficiary
Charitable remainder annuity trusts (CRUT & CRAT)
Create income for self
Charitable lead trust (CLT)
Transferring assets to another generation (non-grantor trust)
Yes
Yes
Estate taxes are avoided, but gift tax may be due
Appreciated stock
Income producing assets
Yes (grantor trust)
Estate taxes are avoided, but gift tax may be due
Yes
Avoided
Any form of real estate, especially highly appreciated
Establish permanent charitable legacy No
No (non-grantor trust)
Income tax deduction (grantor trust)
Real Estate
Avoid capital gains Provide for favorite causes
No
Appreciated, lowbasis assets
Assets to be passed to children such as shares in closely-held business
*The Eau Claire Community Foundation does not offer legal advice to individuals regarding their estate plans. We encourage donors considering a bequest to the Foundation to work with their legal and financial advisors.
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Honorariums David T. Bodeau and Family Fund
Harold and Beverly Hering In honor of Bruce Hering Mary Lou Hoeschen In honor of Linda Johnson Marian Hudson In honor of Andrea Sullivan Lori Johnson In honor of Linda Johnson Karen Kraus In honor of Andrea Sullivan Marv Lansing In honor of Phil Fey Dotty and Roy Lillo In honor of Paula Wainscott Douglas Lundholm In honor of Neil Hanson Gary and Dar Machler In honor of Linda Johnson Anna and Lee Mayer In honor of all CLL honorees James and Karen McCrady In honor of Neil Hanson Carol and Joseph Morin In honor of Bruce Hering and Andrea Sullivan
Robert and Lois Bodeau In honor of Donald Bodeau’s birthday
Children’s Legacy Endowment Fund Norm and Vi Berg In honor of Neil Hanson Gerald and Barbara Berseth In honor of Phil Fey Robert Carr In honor of Andrea Sullivan Bob and Merrelyn Dawson In honor of Phillip Fey and Neil Hanson John and Barbara Dickey In honor of Linda Johnson Eau Claire Indoor Sports Center In honor of all CLL nominees Jeanine Farb In honor of Paula Wainscott Andy and Heidi Fisher In honor of Phillip Fey, Neil Hanson and Bruce Hering Roy and Jan Fuerstenberg In honor of Phillip Fey Betsy McDougall Gibbs In honor of Paula Wainscott Phil and Jan Happe In honor of Phil Fey
Kelly Nordstrom In honor of all CLL honorees
Jill Prushiek In honor of Andrea Sullivan Dennis and Betty Reike In honor of Bruce Hering Kyle Reinke In honor of Bruce Hering Terry and Flo Sheridan In honor of Phil Fey Jessica Schreiner-Donnelly In honor of Phil Fey Noel and Diane Smith In honor of Neil Hanson Rose and Robert Wiechmann In honor of Andrea Sullivan and Paula Wainscott
Circle of Friends Sculpture Fund Betsy Barnes In honor of Susan Bruce’s birthday Sally A. Webb In honor of Katherine Schneider
Clear Vision Fund Anonymous In honor of Catherine Emmanuelle and David Jones
Community Fund Gary and Sonya Tourville In honor of Suzanne and Bradley Stuckert
Foundation Leaders Fund Susan Bruce In honor of Lorraine Henning Pat and Sue Quinn In honor of Lorraine Henning
“Katharine’s Wish” - Everett/Rhoten Family Fund Pam Craker In honor of Katie Michelle Nyman In honor of Lauren Priem Jackie Barstad In honor of Lauren Priem’s 13th Birthday Lisa Fiore In honor of Lauren Priem’s 13th Birthday
Larson Family Fund Heidi and Andy Fisher In honor of Dick and Marcia Larson’s anniversary
“Let’s Save Granny” Fund Anonymous In honor of Dr. Phillip and Judith Chute
Thomas and Jill Barland Fund Aaron Broderick In honor of Jill and Tom Barland
Memorials Circle of Friends Sculpture Fund Dick Cable In memory of Marlene Cable
David T. Bodeau and Family Fund Jean Bodeau and Chris Riggio In memory of David Bodeau
Elk Mound High School Alumni Scholarship Fund Anonymous In memory of Lawrence and Eva Mousel Paul and Kathy Braaten In memory of Larry and Doris Braaten, Class of ‘32 Ruth & Robert Brendsel In memory of their grandson, Brady Lemler Sr. Denis and Sue Christopherson In memory of Boyd and Sylvia Christopherson William J. Erpenbach In memory of Larry and Doris Braaten Luther and Virginia Grohn In memory of Judy Stahlbusch, class of 1964 Lawrence Henkel In memory of Amy Marie Linberg Marlene Hoffman In memory of Len Gilbert In memory of Dan Gibson, class of 1956 In memory of Vern Smith In memory of Dean Gregory In memory of Donald Welk In memory of Larry and Doris Braaten In memory of Marvin Cartwright In memory of Joan Martinson Keller David and Normetta Hurlburt In memory of Judi Overmyer Stahlbusch Douglas and Ann Larson In memory of Larry and Doris Braaten, Class of ‘32 Kathryn A. Lee In memory of Vern Smith In memory of Larry and Doris Braaten In memory of Dan Gibson James Molitor In memory of the Molitor Clan
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Charleen Ovren In memory of Dan Gibson, class of 1956 In memory of Leonard Gilbert In memory of Ardel “Rod” Miller
Scobie Family Fund
Eliezer and Carmela Pasternak In memory of Doris and Lawrence Braaten
Sculpture Tour Eau Claire Endowment Fund
Jerome Peterson In memory of Gordon Johnson, class of ‘53 Doris Sperstad In memory of her son, Gary Holtan Richard Stahlbusch In memory of Judith Stahlbusch and Dale Stahlbusch William and Robin Wilson In memory of Larry and Doris Braaten, Class of ‘32 Joint Donations In memory of Larry and Doris Braaten, Class of ‘32 Jim and Rhonda Braaten The Cook Family Mr. and Mrs. Jerome Erpenbach The Head Family The O’Reilly Family Patricia Valek David and Jane Weiss Gary and Elizabeth Wicks
Jeanne Richie Memorial Puddle Jump Endowment Fund Joan Cook In memory of Jeanne Richie Karen and Tony Richie In memory of Jeanne Richie
L. E. Phillips Memorial Library Endowment Fund Robert S. Fraser In memory of Jane Fraser Jane Schley In memory of Kris Mason
“Let’s Save Granny” Fund
Richard & Sherry Mohr In memory of Merva Schmidt Andrew F. Winkler and Chris Kees Winkler In memory of Marguerite Flick Simpson
Dr Michael and Cheri Scobie In memory of Bob and Rosemary Scobie and Paul Mason
Sue and Tom Bornick In memory of Merva Schmidt Linda Dahl In memory of Merva Schmidt The Employees of Eau Claire Ford/Lincoln In memory of Merva Schmidt Richard & Sherry Mohr In memory of Mike Buck’s mother In memory of Mike Buck’s mother Diane Spinucci In memory of Merva Schmidt
Society of Founders Fund for Operations Jon and Maureen Homstad In memory of Stephen Litchfield, Evelyn Ferneding-Farr Richard and Marcia Larson In memory of Steve Litchfield
Unrestricted Karl Andresen In memory of Helen Andresen Dick Cable In memory of Stephen Litchfield Phillip and Barbara Fey In memory of Edwin & Mable Baker; Fred & Evelyn Fey Jon and Maureen Homstad In memory of Lorraine Ashbaugh Norm and Mary Ellen L. Keller In memory of Owen Ayres Olga Wise In memory of Steve H. Wise In memory of Ed Woletz
The Warloski Family Fund Joseph and Janet Badstieber In memory of Ronald Warloski
Ed and Ginny Bartch In memory of Ronald Warloski Jim and Kathy Bartl In memory of Ronald Warloski Jack and Leanne Blume In memory of Ronald Warloski Dick Cable In memory of Ronald Warloski Duane and Phyllis Hambleton In memory of Ronald Warloski Roger and Charlene Helgoth In memory of Ronald Warloski Patty and Jeff Henry In memory of Ronald Warloski Anne and Robert Kosky In memory of Ronald Warloski Jeanne and Gregory Peterson In memory of Ronald Warloski Paul and Alison Peterson In memory of Ronald Warloski Jack and Lois Postlewaite In memory of Ronald Warloski Anthony and Grace Rich In memory of Ronald Warloski Terry and Flo Sheridan In memory of Ronald Warloski
Women’s Giving Circle
Karen Eisenbarth In memory of her mother, Bess Rissler Carol Hubler In memory of Matt Hubler Ann Kaiser In memory of Doris Draxler In memory of Doris Draxler Betsy Kell In memory of Elsie Willig In memory of Win Hanson Maureen Mack In memory of Helen L. Windt Karen Metzar In memory of Robert “Bob” Metzgar Joy Motto In memory of Mrs. Anthony Anzalone
BOARD OF TRUSTEES Jill Barland
Pat Quinn
Jeff Halloin
Retired Human Resources Management Phillips Plastics Corporation
Chair
Retired CEO Ayres Associates
Jane Lokken
C. Thomas Dow
Vice Chair
Partner Chippewa Valley Eye Clinic
Of Counsel Ruder Ware, L.L.S.C.
Jeff Halloin
President Landmark Company and Landstar Builders
Nicole Lasker
Charles Grossklaus
Dan Market
Vice President Lasker Jewelers
Retired CEO RCU
Chairman of Board Market & Johnson, Inc.
Laura Talley Secretary
Senior Vice President, Commercial Banking BMO Harris Bank
Mark Faanes
Matt “Bill” Brunner
David Frederikson
Betsy Kell
Partner Wipfli LLP
CPA - Shareholder Bauman Associates Ltd.
Retired CliftonLarsonAllen, LLP
Paul Weinke Past Chair
Lois Krause
CEO D Mark Group Inc. d/b/a Manpower
Treasurer
Jim Pinter
Retired Community Member
Attorney Weld, Riley, Prenn & Ricci, S.C.
Director of Accounting Beck Advisory Group
VOLUNTEERS AND STAFF Audit Committee Jane Lokken, Chair David Frederikson Charles Graaskamp Matt “Bill” Brunner
Communications Committee Nicole Lasker, Chair Kristina Aschenbrenner Jill Barland Duane Dingmann Michelle Harris Emily Hiniker Jane Lokken
Development Committee Jim Pinter, Chair Dave Adler Greg Bremer Matt “Bill” Brunner Craig Carlson Jason Craig Linda Danielson B.J. Farmer Charles Grossklaus Gene LaRock
Jack Postlewaite Paul Weinke
Gift Acceptance Jane Lokken, Chair Tom Barland Matt “Bill” Brunner Jack Postlewaite Pat Quinn Paul Weinke
Grant Committee
Dave Adler Betsy Barnes Matt “Bill” Brunner Duane Dingmann B.J. Farmer David Frederikson Phil Happe Lois Krause Steve Kristo Buzz Minton
Betsy Kell, Chair Tom Barland Duane Dingmann C. Thomas Dow Mark Faanes Jack Kaiser Nicole Lasker Donnie Magadance Mary Ann Minton Karl Murch John Sackett Marcia Van Beek
Nominating Committee
Investment Committee
Mark Orgel Investment Group of RBC Wealth Management
Dan Market, Chair
Jane Lokken, Chair Dick Cable Charles Graaskamp Jon Homstad Dick Larson Jack Postlewaite Pat Quinn Sue Tietz Paul Weinke
Operations Committee C. Thomas Dow, Chair Susan Bruce Michel Sultan Sue Tietz Ken Vance
Personnel Committee Pat Quinn, Chair Jill Barland Jane Lokken Sue Tietz
Staff
Sue Bornick, Executive Director Janet Copeland, Financial Specialist Laurelyn Wieseman, Grants and Public Relations Intern Elle McGee, Graphic Design Intern Lorraine Henning, Grants Coordinator (Retired)
Investment Manager
Past Chairs Dick Cable
Jack Postlewaite
Dick Larson
Jon N. Homstad
Susan Tietz
Charles Graaskamp
1997 - 1999 1999 - 2001
2001 - 2003 2003 - 2005
2005 - 2007 2007 - 2009
Paul Weinke 2009 - 2011
NON PROFIT ORG U.S. POSTAGE PAID PERMIT #1557 EAU CLAIRE, WI
306 South Barstow Street, Suite 104 Eau Claire, WI 54701
Our Mission 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.
Our Vision 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.
OUR HISTORY In 1995, the Hobbs Foundation, which had donated over $5 million to organizations throughout the community for 35 years, gave its final donation. Following its closure, an Eau Claire couple offered to make a significant gift to the community if a community foundation was in place. The couple, aware of the value of foundations, wanted to see their gift have an impact on the Eau Claire area through a community foundation. In January 1997, the Board of Trustees established a goal of finding 25 individuals by December 31, 1998, to become members of the Society of Founders. Each member was asked to make an unrestricted commitment of $10,000 (or more), payable over five years. A total of 64 members made pledges totaling more than one million dollars. With this the Eau Claire Community Foundation became a reality and opened its doors in 1997. Annual Report donated in part by Badgerland Printing USA, Inc.