Annual Report 2018

annual 2018

REPORT

125 years

Celebrating

Generations of David Relf Carlsen, Board Member, continues the legacy of his great, great, great aunt Sister Annette Relf, founder of Episcopal Homes.

Generosity

Our Mission:

Enriching life

and building community

with older adults Our Values: Respect: We honor the inherent worth, dignity and unique individuality of every human being.

Learning: We are responsive to changing needs and embrace innovation in our programs, facilities and services.

Community: We establish relationships of trust and belonging where each person benefits from and contributes to a culture of mutual care and commitment.

Hospitality: Everything we do has a heartfelt message of welcome and our home is a place of comfort and nourishment.

Tradition: We celebrate our Episcopal spiritual heritage, our 125 years of history and reputation of quality of service, and the multicultural traditions of our urban community.

Stewardship: We hold ourselves accountable for our decisions that affect people and to high standards of ethics and prudent use of resources.

Today, Episcopal Homes serves 1,400 older adults annually who reside within ten communities situated at key light rail stops along University Avenue in St. Paul and at Becketwood Cooperative in Minneapolis.

Episcopal Homes’ communities offer a full continuum of service, including independent apartment; home care; assisted living; and memory, skilled and rehabilitative care. Sixty-nine percent of apartments offer subsidized affordable housing, the majority of all residents are low income and 40% are people of color.

While offering top rated quality, housing and healthcare, the true differentiator of Episcopal Homes is its unique focus on building communities that enrich the lives of older adults.

We do this by promoting holistic wellbeing, active civic engagement and vitality of a diverse population of seniors. page 1 • www.episcopalhomes.org

Dear Beloved Community, As I look back on the past 125 years, I am humbled by the continued commitment to serving the needs of our elderly population within our Twin Cities community. Many individuals have contributed to ensuring our founding values remain at the center of our day to day work. Whether serving the first two residents of the Church Home back in 1894 or the 1,400 we touch today, it is clear the driving force behind our daily work is the desire to serve our neighbor.

Since our humble beginning, philanthropy and generations of family support have been vital to the excellence and growth of Episcopal Homes. Most significantly, in the last twenty years, your support has expanded our reach and enriched our community experience beyond what I could have ever hoped. You have helped us find new ways to serve elders while achieving national recognition for quality and unparalleled resident satisfaction levels.

Your support remains vital as we respond to the challenges of today, like new regulations that put pressure on already tight budgets and the heartbreaking percentage of elders experiencing homelessness. Because of your support we are able to embrace a vision that goes beyond simply helping elders survive. We aspire to help elders live fully–to thrive.

As we look to the future, we will continue to seek dynamic ways to ensure the least fortunate among us are cared for. You–our donors, families, volunteers and community members–remain critical to our continued success just as you have been for the last 125 years.

With gratitude,

Sister Annette Relf Founder, Episcopal Homes of Minnesota

page 2 • www.episcopalhomes.org

One family’s

service

for 125 years Many families have come together to support Episcopal Homes’ mission across generations. One family can trace its commitment to serving the needs of St. Paul elders all the way back to Episcopal Homes’ beginning.

David Relf Carlsen, Episcopal Homes’ newest board member, is the great, great, great nephew of Sister Annette Relf. David’s sister, Mary; mom, Katy and uncle John have served on the board before him.

Others in his family have been involved in various capacities throughout the 125 years since our founding.

David’s mother, Katy, who joined the Church Home board in the 1970s and father, Ted, often spoke of Episcopal Homes’ heritage to their four children and were proud of their family ties hearkening back to the organization’s roots. The family learned from an early age they should give back to their community by finding ways to continue the tradition of serving older adults. “We were taught that Sister Annette did something very special here and that we should be proud, but also that we should support the Episcopal Homes mission,” says Carlsen.

“When my sister, Mary Lilja, could no longer serve on the board of trustees, I decided it was my turn to be involved here and contribute in whatever ways I could. It’s been an honor to be asked, and I’m excited to continue the family legacy.”

Recently, David’s siblings came together to decide how to direct a significant gift given from Katy’s estate. The family will provide endowed support to Episcopal Homes’ wellbeing programs, including Spiritual Life, Creative Ventures and Active Living.

“Many families have come together to support the mission of Episcopal Homes—not just ours. We are thankful to be a part of this broader family of supporters spanning the last 125 years,” says Carlsen.

Before reaching their decision, the family ensured that these wellbeing programs provide tangible and meaningful benefits to residents of Episcopal Homes’ memory care community, Katy’s Cottage. Family contributions in 2015 helped create Katy’s Cottage, a place that holds special meaning for the Relf-Carlsen family. David’s mother, Katy, developed Alzheimer’s disease while residing at Iris Park Commons.

After serving many years on the board of trustees and in various other volunteer roles, Katy had to leave her residence at Episcopal Homes because there was no secured memory care unit on campus.

David’s grandfather, Kenneth, also suffered from memory issues, further elevating the families’ commitment to ensuring others facing this

Photo Credit: Susie O’Konek

David Relf Carlsen, shares his family legacy and commitment to Episcopal Homes–through Episcopal Homes’ founder, Sister Annette Relf.

condition have opportunity to reside in a supportive community setting like Episcopal Homes.

In addition to the devoted commitment of Sister Annette herself and these important gifts to Katy’s Cottage and the wellbeing programs, David’s parents also contributed to significant advancements to care and services in other areas, including funding to help add nursing staff in the 1990s; renovate the Church Home in 2006; build Seabury in 2002, Episcopal Homes’ first affordable housing community; and build Cornelia House, Coventry Chapel and a spiritual life endowment as part of a 2002 capital campaign. In sustaining his family’s tradition of support, David has made a significant contribution of his own to the Episcopal Homes Foundation’s new Living Fully Endowment this year as well.

page 3 • www.episcopalhomes.org

wellbeing programs

remain vital connector among community members “Spirituality to me is the connection of all things, of who we are and how we are to live with each other. At Episcopal Homes, the essence of who you are—created in the image and likeness of God—is empowered to connect with others.” shares the Rev. Joanie Delamater, Creative Ventures Teaching Artist and Spiritual Life Volunteer.

Two students in Delamater’s painting class, Nancy Begin and Doris Eide, embody this connection and its impact. Even though she was a long-time painter, Nancy wasn’t originally enrolled in the class. She watched class from outside of Studio K’s windows, presuming her now disabled hands made it impossible for her to participate.

Delamater invited her in, suggesting she use sponges instead of paint brushes, which she could no longer grip between her fingers. Nancy’s courage and capacity to paint with sponges left her classmates in awe.

Nancy and Doris met the first day of class. They sat side by side in their wheelchairs and have become lasting friends. One day, as Nancy struggled to paint, Doris said, “I wonder how we can make this happen?” Doris didn’t step in and paint Nancy’s piece. Like Delamater, she honored Nancy’s capacity to discover new ways to grow, create and share.

From Delamater’s perspective, participating in painting class empowered Nancy to connect with others, helping her unwrap herself in a way that her disease wasn’t the lens through which she lived. “Since I met Doris in the painting class, I find myself venturing further out of my comfort zone and doing more than I would have ever dreamed. Without her encouragement, I don’t think I would go anywhere. Last week we ventured down the block in our wheelchairs. Recently, I also started taking the bus to the store. These are things I just wouldn’t have even tried before,” says Nancy.

Photo Credit: Susie O’Konek

Episcopal Homes’ wellbeing programs, like Creative Ventures, are funded through generous contributions from families, churches, residents and the Twin Cities community. Please visit www.episcopalhomes.org/enrichment/ for more information on our wellbeing programming.

“Without connections that happen through wellbeing programming, elders would feel isolated and disconnected. They would not be living a full life, and the people at Episcopal Homes live life fully until they are no longer living,” – Joanie Delamater, Creative Ventures Teaching Artist and Spiritual Life Volunteer

Above, Nancy Begin, Episcopal Homes Community member, participates in Playing With Paint, a wellbeing program offering taught by Joanie Delamater.

page 4 • www.episcopalhomes.org

Social Accountability

is our

responsibility and history 2018 Benefit of $2,822,489 Episcopal Homes’ mission is to enrich life and build community with older adults. We fulfill our non-profit mission through a commitment to social accountability and responsibility.

In 2018, Episcopal Homes contributed over $2.8 million in resources to support unmet community needs.

Enrich quality of life $643,218

Episcopal Homes enriches lives through delivery of Creative Ventures, Active Living, and Spiritual Life wellbeing programming to all elders, regardless of their ability to pay.

Reach out to the underserved $59,216

Episcopal Homes facilitates resident and staff-led initiatives to give back to the St. Paul community, such as toy drives, clothing drives, quilt donations, meal services and access to community spaces.

Serve regardless of ability to pay $1,918,048

Episcopal Homes subsidizes housing and services for the 69% of independent apartment residents who have incomes below the federal poverty level, as well as elders served in skilled care settings.

Improve community health $51,599

Episcopal Homes offers health clinics, diabetes education, healthy eating programs and physical fitness initiatives to residents and older adults in the greater community.

Demonstrate leadership $95,249

Managers, directors and staff share time and talents with the greater community and industry through educational presentations, committee participation, professional services, employee scholarships, training and more.

Improve access to needed services $55,160 Newspaper clipping from the St. Paul Dispatch announcing the opening of our founder Sister Annette’s “home for the aged.” We’re proud to continue her noble work today.

Episcopal Homes provides free or limited-fee transportation to and from grocery stores, social and cultural venues that older adults may not otherwise have access to. Episcopal Homes also provides space for health providers to deliver clinical services.

page 5 • www.episcopalhomes.org

donor event highlights

Episcopal Homes’ History;

Impact on Midway Neighborhood This spring, Brian McMahon, St. Paul historian and former director of University United, an advocacy and building organization promoting University Ave in Saint Paul, shared his research and passion for Episcopal Homes with generous donors and longtime supporters at an appreciation event hosted at Becketwood Cooperative.

A long-time friend of Episcopal Homes, McMahon spoke about the history of University Avenue, its linkage between downtown St. Paul and Minneapolis and the important role the Episcopal Homes land played even before it was annexed by Saint Paul. Sitting inland from the river, he reflected on how the Episcopal Homes land has always been a special place and an important connector.

“It connected the cities, it connected neighborhoods, it connected people—always! That has been its history.”

Connectedness was needed because as Minneapolis grew as a manufacturing center and St. Paul was a head of navigation and transportation – a warehousing hub, McMahon noted that being in close proximity did not mean working together and very few functions were Photo Credit: Chloe McElmury shared.

affordable housing community in 2002.

“When the future history of the (Midway) corridor is written, there will be a turning point as the history before Episcopal Homes building on Fairview and University Avenue and the history after.

This organization has changed the community so much for the better.”

Photo Credit: Saint Paul Camera Club

Featured speaker Brian McMahon, St. Paul historian, shares his passion regarding Episcopal Homes’ impact on its Midway Neighborhood.

Episcopal Homes has invested $100 million in housing along the Midway corridor to meet the growing needs of older adults. The investment and development of the area and focus on seniors’ wellbeing since Episcopal Homes founding aligns closely with early visions of the land to be a connector among people as well as the Episcopal Homes mission.

Bishop Brian Prior, Episcopal Church of Minnesota, closes the event with prayer.

McMahon highlighted the last two decades of work by Episcopal Homes leadership volunteers and Marvin Plakut, CEO establishing housing in the Midway neighborhood especially the opening of Seabury, page 6 • www.episcopalhomes.org

Photo Credit: Saint Paul Camera Club

Event attendees learned the history of the beautiful heirloom tea service donated by Hector Baxter in 1930 in honor of his wife, Cornelia and, for fun, had photos taken with a life-size poster of Sister Annette.

125th Anniversary Fundraiser

Save The Date – September 20 , 2019 TH

Homecoming 125 years

FUNDRAISING CELEBRATION Come home to an evening of celebration, history and the opportunity to make a difference at the Minnesota History Center.

Call For Anniversary Sponsorship Sponsorship packages are available at a variety of levels and interests. Join us in supporting Episcopal Homes, our elders and our community with a sponsorship from your business, church or family.

With your steadfast support, Episcopal Homes can continue to make a difference in the community our residents, staff, volunteers and partnering organizations have called home for the next 125 years!

Contact the Foundation at (651) 632-8857 or foundation@episcopalhomes.org

page 7 • www.episcopalhomes.org

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Maintained special landscaping and meditation garden spaces.

Employee Scholarships $27,000

Spiritual Life $148,500

Funded delivery of spiritual life services by 3 full time chaplains and maintenance of spiritual spaces, integral to fostering meaning, purpose and wellbeing.

Funded employee scholarships with more than $80,000 awarded to seven employees in 2018, which will be paid over the next three years as part 1 of Episcopal Homes’ new Scholarship Program.

Volunteer Services $72,800

Active Living $94,500

Funded Episcopal Homes’ Volunteer Program. In 2018, 200 volunteers donated nearly 8,500 hours and managed Episcopal Homes’ Gift Shop.

Funded staff, supplies, our warm water therapy pool, fitness center and programming focused on functional ability and whole person wellbeing.

Creative Ventures $86,500

Funded staff, teaching partners (like MacPhail), supplies and transportation integral to delivering extensive artistic and educational programming integral to wellbeing.

2018 Sources of Funds Contributions (unrestricted and restricted) Charges to related parties for fundraising Investment (net)

$ 846,674.00 $ 336,040.00 $ (361,624.00)

Total Revenue

$ 821,090.00

2018 Uses of Funds Grants/Transfers to Episcopal Homes of MN Administrative Expenses & Depreciation

$ 434,677.00 $ 399,109.00

Total Expenses

$ 833,786.00

Foundation Net Assets as of December 31, 2018

$ 10,344,165.00

page 8 • www.episcopalhomes.org

Honoring by Giving

Thank you to all of you who remembered family, friends and loved ones through a recent memorial or tribute gift. The listing below reflects gifts given from Dec. 1, 2018 – March 31, 2019.

Gifts Given in Honor Of: Emily Joy Anose Byron and Virginia Johnson

Gloria Delano

Tom and Kristen Delano

John Houle

Paula and Jim Nessa

Ruby Hunt

Dr. Margaret Jacob and Lynn Hunt

Marvin Plakut

Ernest Orr Angela Reed Beth and Michael Reed Mike and Kathy Schoen Melissa and Greg Struve Rose-Mary Utne Denise Ward WELCA BOARD, SWO-St. Paul Synod Jessica Wiley

Malcolm McDonald

Bernice Fisher

Malcolm McDonald

Alice Flood

Loris Donahue

Rhoda Gilman

Roxana Freese

Virginia Greenman

Donald and Susanne Nevin

Derrick Herold

Kathleen Watters and David Fogarty

Isabelle M. Johnson

Richard “Rick” Rinkoff Phil Rose

Kielyn Simonson Wade Tobin

Ellen Watters

Marlys and Randal Giesecke Salley Flood

Pat and Henry West John Greenman Jerry Quinn

David A. Johnson

Peggy and Milton Wright

Ann Meissner

Bethlehem Tegegne

Gerald and Julie Nordstrom

Susan Armstrong

Georgiana Anderson

Gifts Given in Memory Of: Luverne “Mike” Becker Dusty Mairs Logan Patrick

Lloyd Burkholder

Ann Burkholder

Nan Skelton and Peter Leach Phyllis and Stanford Lehmberg

Karleen J. Phillips Lynette Kimble

Barbara Quinn

Pat and Henry West

Florence Schaller

Dusty Mairs Jill and John Thompson

Eleanor Clark

John Alfred Stees

Rose Deutsch

George T. Vane

Fern Doherty

Helen Van Wagner

Pat and Henry West Patricia Eversman Logan Patrick Julie and Scott Boeser Kate Galligan Farcy Dennis and Lori Galligan Nancy Galligan Thomas and Patricia Galligan Bruce and Kristin Petersen Gary Smith Jeff Tracy Ronald Zweber

Lois Ewert

Alice Baier Carrie and Pat Bowman Sammy and Cynthia Casalenda Ann Crothers Matt Curran Betsy and Duey Erlien Ardys Heilig Janis Heilig Jeanette and Charles Heller Christine Janty Esther Kellogg Jacqueline Lerdahl Carol Nordeen

Malcolm McDonald Patricia Eversman Logan Patrick Jay and Sharon Overbaugh

Janet M. Williams

Louverne and Stanley Williams

Irene Wong

Terry and Roxanne Wong

In Memory

Lois Ewert 1927 – 2019 Lois Ewert was a treasured resident of Geneva House, 6th floor of The Gardens and Iris Park Commons for many years.

In Lois’s memory and in honor of her lifelong passion for education, Lois’s family and friends designated more than $1,300 to support employee scholarships.

We are grateful to have had Lois and her family as part of our community for so many years and to have her family honor her memory in this way.

page 9 • www.episcopalhomes.org

2018 Donor Honor Roll

We pay tribute to all of you who supported Episcopal Homes in 2018. We offer our deepest gratitude to you who make a difference in the lives of residents and families we serve.

Sister Annette Society

Anonymous (2) Sharron Irene Adkins Estate Joseph H. Albrecht Estate Rev. Dr. Ernie & Bette Ashcroft Brendan Bannigan & Kathleen Just-Bannigan Betty Barrett Brace & Sue Bennitt†† Ted & Katy Relf Carlsen†† Katherine Carpenter Estate Patricia Rhodes Cepican† The Rev. Wanda Copeland & Tom Johnson† Irene Dahl Family Trust Prudence A. Desmond† Charles Drew Trust Estate Alden Drew & Mimie Pollard John B. & Virginia Edgerton†† Audrey Eisenhardt† Neil & Jeanne Freeman†† Sally S. Frost† Judith Moore Goff Helen & The Rev. Alan† Grant Tom & Pamela Hove Ruby Hunt James & Norma Jensen†† Erling O. & Geneva Johnson†† James E. Johnson Dr. Vernon E. & Mary Ann Johnson Estate William E. Johnson Ruth E. Jones† Mildred Haley Kellogg Estate Phyllis & Alton Kramer†† Elaine Swanson Larson† Elizabeth & Peter Lockwood†† Gertrude Louise Maiden Estate Dusty & George† Mairs Ruth McMahon Estate Barbara Merrill† The Rev. Floyd J. Miller† Elizabeth Y. Moss Estate Ray & Iva Nelson†† Eliphal Nichols Estate Walter F. Otto† Pat & Dan† Panshin Joanne Pehler Estate Marvin J. Plakut & Darvia K. Herold Margaret M. Plummer† Doris Rhodes† Thomas Rogers Estate Lily Rothchild Estate Patricia Schumacher Nancy & Bob Snow†† Barbara Snowfield Eleanor Sulerud† Lucille B. Sullivan Memorial Trust Burnett & E. Jane Sullivan The Rev. Jean & John† Swesey Betty Walen†

Jerry Woelfel & Becky Garthofner The Venerable Irma Wyman†

Lifetime Giving $250,000 or more

Fred C. & Katherine B. Andersen Foundation Katherine B. Andersen Fund of The Saint Paul Foundation F. R. Bigelow Foundation David & Kathleen Carlsen Ted & Katy Relf Carlsen†† Katherine Carpenter Estate Hardenbergh Foundation Isabella House Estate James & Norma Jensen†† James E. Johnson Lucy Rosenberry Jones Dusty & George † Mairs Margaret A. Cargill Foundation Minnesota Housing Finance Agency Barbara B. Morison† Brian & Jane Ostenso Walter F. Otto† Joanne Pehler Estate The Saint Paul Foundation Margaret & Angus† Wurtele The Ven. Irma Wyman†

$100,000 to $249,999

Anonymous (2) The Julie & Doug Baker, Jr. Foundation Patricia Rhodes Cepican† Denise & Justin Cole Isabella Cooke Estate Rose May Crickmore† Alden Drew & Mimie Pollard Mary & Peter Gove Margaret Holden Estate Elaine Swanson Larson† Edwin & Susan McCarthy Ruth McMahon Estate The Rev. Floyd J. Miller† Gretchen Pickard Revocable Trust Doris Rhodes† Meredith & The Rev. Grant† Hatch Robinson Norma V. Schwartz Estate

$25,000 to $99,999

Anonymous Joseph H. Albrecht Estate Aroha Philanthropies Rev. Dr. Ernie & Bette Ashcroft Athwin Foundation Will & Paula Bathke Brace & Sue Bennitt†† Benson-Orth Associates Inc. Francis H.J. Bickle Trust Mary Sue Comfort Irene C. Dahl Family Trust Prudence A. Desmond †

John B. & Virginia Edgerton†† Edwards Memorial Trust James Wilson & Doris Falconer †† Kevin P. Filter Frana Companies Glenn Rehbein Companies Helen & The Rev. Alan† Grant Helen Laura Hagin Estate Har Mar, Inc. Anne Hellickson Estate James B. Hewitt Trust Chris & Dick Howard Richard Howe & Charlotte Relf Howe†† Ruby Hunt Thomas Irvine Trust Dr. Vernon E. & Mary Ann Johnson Estate Warren G. Larkin† Eliza P. Leigh Estate Margaret B. Lund Estate Trust Gertrude Louise Maiden Estate Mairs & Power, Inc. Mardag Foundation Marion A. Gratz Trust Robert & Carolyn McClay Rev. Mary Bigelow McMillan† Barbara Merrill† The Minneapolis Foundation Minnesota State Arts Board Elizabeth Y. Moss Estate Deaconess Caroline Nosler† Dick Nowlin & Marit Smaby-Nowlin Sarah Nowlin Pat & Dan† Pat Panshin Marvin J. Plakut & Darvia K. Herold George & Diane Power Jean & Tom Probst Herbert Reuter Estate Rick Rinkoff & Julia Ferguson Margaret Rivers Fund Sandra & John† Roe Shelly & Steve Rucks Lillian J. Russell Estate Margaret Anne Ryan Trust Brien Slawik & Monika Strom Howard L. Smith Trust Kathleen Stuart† Eleanor Sulerud† Lucille B. Sullivan Memorial Trust Burnett & Jane Sullivan The Rev. Jean & John† Swesey United Thank Offering John R. Vanderlip Trust Veolia Betty Walen Estate Ellen Watters Wells Fargo Foundation Lemuel Coates Whitney† Alys & The Rev. Frank Wilson

page 10 • www.episcopalhomes.org

$5,000 to $24,999

Anonymous (6) The Rev. Grant & Elaine Tarone Abbott Sharron Irene Adkins Estate American Bank Bernice M. Anderson† Karen Anderson Richard & Jean† Anderson Associated Mechanical Contractors Inc. Cheryl Bailey Francis Barany George & Barbara Barany Betty Barrett Louise A. Barton Fund Verna & Joseph Beaver†† Helen Bjerke† Barb Blumer Law, P.A. Frances Bly & Charles Hample Sandra & Thomas Boehm†† Bette Braasch† David & Karen Brooks Ron & The Rev. Debbie Brown Darrell Butterwick Harvey & Judy Caldwell Bob & Virginia Carlson CBS Construction Services, Inc. Louise H. Charlton† Helen B. Chase† Brad & Mary-Louise† Clary Mabel Codere† The Rev. Wanda Copeland & Tom Johnson† Joan & Guy† Cummings Lois & John Cutler Doris C. Daoust† Mareon Ann Darr† Alice Davis† Jeanne & Samuel† Dean Gloria & James† Delano Olivia Dodge† Minnie K. Draheim† Charles Drew Trust Estate The Rev. Larry & Elizabeth Drumm Alice M. Dunlap† Louise F. Dye Trust Art & Sara Edwards†† The Rev. Edwin & Judith Eilertsen Audrey Eisenhardt† Alice Emery† Episcopal Church Home Auxiliary Beverly & David† Finley Amy & Dr. Jack Fistler Miriam Fitzpatrick† Neil & Jeanne Freeman†† Hazel Garvin Estate Bill & Penny George Melissa Gilbertson David Girard† Giving WoMN Will & Nancy Gove††

Neil & June† Griebenow Helen J. Griebenow† Elsie Grimes† Paul Hagen The Hale Endowment The Rev. Rosalie Heffelfinger Hall† Olga M. Hallberg† Dorothy Hand† Peg Hanson & George Martin† Edith Hatch† Dorothy Havlisch† Harry & Patricia Haynsworth Gertrude Heitmiller† Estate Mary Heltsley Donald & Dorothy Hilligoss Tom & Pamela Hove Alice Hovland† Margaret & Ronald Hubbs†† Dr. Margaret Jacob & Lynn Hunt The Right Rev. James B. Jelinek & Marilyn Wall Jelinek Erling O. & Geneva Johnson†† Jim & Jan† Johnson William E. Johnson Donald Jones† Ruth E. Jones† John G. Ordway, Jr.† Adelaide Judkins Estate Anne & Lewis Kamiri Mike & Christine Karel Kelleher Construction, Inc. May Kellerhals† Mildred Haley Kellogg Estate Esther & Martin† Kellogg Betsy & David Kelly Mr. & Mrs. Arthur Kemp†† Robert & Jean Kemp Lawrence & Josephine King†† Henrietta E. Kipp† Richard & Jan† Kohout Alvin Kvaal Frank Lane George Latimer The Rev. Lyn & John Lawyer Barbara E. Lindstrom Elizabeth & Peter Lockwood†† Mary E. Lowry† Jack H. Lund Stephanie Mann Charles Marks & Wyllene Pearson Marks†† Dianne Marshall Harold & Mary Mattlin†† William & Carolyn McCarthy Alice J. McIntosh† Darleen McLennon Margrett Meservey† Messiah Episcopal Church, St. Paul Eliphal Nichols Estate Todd & Martha Nicholson of the Nicholson Family Foundation Doris E. Nowlin† Mr. Richardson B. & Susan Okie†† Helen Olson Ferdinanda Otness James Chip Otness Dr. Georgiana Paine Palmer† The Rev. Diane McGowan & Dr. Mitchell Pearlstein William E. Perkins Trust

William & Margaret Plummer†† The Rev. Kay Provine R. T. Moore Bob & Judith Rau Marge & John† Relf Bill & Rachel Reynolds The Salem Fund of The Rodman Foundation Lily Rothchild Estate Marjorie & Dudley† Ruch Marion Phyllis Sandberg Estate Paul L. Schroeder Patricia Schumacher Anne & Daniel Scott†† Nellie Luse Seeger† Gertrude R. Shiely Charitable Trust Anthony Silverman Slawik Family Foundation Marguerite A. Smith† The Rev. Richard & Marcia Smith†† Nancy & Bob Snow†† Barbara Snowfield William Spellacy† St. Alban’s Episcopal Church Outreach Committee, Edina St. Christopher’s Episcopal Church Women, Roseville St. Christopher’s Episcopal Church, Roseville St. Clement’s Episcopal Church, Saint Paul St. John in the Wilderness Church, White Bear Lake St. John the Evangelist Episcopal Church, Saint Paul St. John the Evangelist Episcopal Church Women St. Luke’s Episcopal Church, Minneapolis St. Mark’s Episcopal Cathedral, Minneapolis St. Martin’s by-the-Lake Foundation Leland & Grace Starr†† The Stevens Square Foundation Sunrise Community Banks Charles B. Sweatt Foundation Ella Louise Osborne Taylor† Patricia & James† Thwaits Robert & Mari-Lou† Triebenbach Trossen Wright Plutowski Architects Mike Trossen Marilyn & Raymond Van Zyl†† Philip B. & Anne E. Vander Haar Deborah & Paul Veit Cynthia Verhey Henrietta Warwick Marion Warwick Wellington Management Arvid & Margie Wellman†† Wells Memorial, Inc. Western Bank Mary Whiteman Grace Willard Estate Thomas Williams† Diane Wittenburg & The Rev. Edwin P. Wittenburg† Charles & Elizabeth Woehrle†† Jerry Woelfel & Becky Garthofner

Ann Wynia Patricia Zajac

2018 Contributors ^ indicates dedicated philanthropists who have given consistently the past five years or longer * indicates steadfast friends who gave multiple contributions in 2018 $5,000 to $24,999 Fred C. & Katherine B. Andersen Foundation Aroha Philanthropies Rev. Dr. Ernie & Bette Ashcroft^* David & Kathleen Carlsen^ Brad Clary^ Denise & Justin Cole^* Lois & John Cutler Alden Drew & Mimie Pollard^ Kevin P. Filter^ Bill & Penny George Melissa Gilbertson Giving WoMN Mary & Peter Gove Helen Grant^ Har Mar, Inc. Hardenbergh Foundation Chris & Dick Howard^* Jim Johnson Lucy Rosenberry Jones George Latimer Mairs & Power, Inc. Robert & Carolyn McClay Sarah Nowlin^ Brian & Jane Ostenso^ The Rev. Diane McGowan & Dr. Mitchell Pearlstein^* Jean & Tom Probst^ Brien Slawik & Monika Strom Ellen Watters^

$1,000 to $4,999

Anonymous Richard Anderson Betty Barrett Will & Paula Bathke^ The Bieber Family Foundation Frances Bly & Charles Hample Darrell Butterwick^ Dianne Del Giorno The Rev. Larry & Elizabeth Drumm^ John & Virginia Edgerton Estate Patricia Eversman* Carol Forbes Roger Hansen Rebecca & Peter Hawthorne Tom & Pamela Hove^* Dr. Margaret Jacob & Lynn Hunt Ruby Hunt^ William E. Johnson^ Alvin Kvaal Anne & William Langford The Rev. Lyn & John Lawyer^ Barbara E. Lindstrom^ Dusty Mairs* Darleen McLennon^ Medtronic

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Ann Meissner Estate Helen Meyer Steven Mork* Marvin J. Plakut & Darvia K. Herold^* George & Diane Power^ Josephine Pribula Estate Bill & Rachel Reynolds^ The Rev. Jean & John† Swesey^ Mike Trossen^ Philip B. & Anne E. Vander Haar^ Cynthia Verhey^ Henrietta Warwick Marion Warwick Mary Whiteman^* Patricia Zajac^

$500 to $999

Friends & Family of Bob Abel Peggy C. Anderson Mark Beatt^ James & Bonnie Boehm Charlene Bolt Laura S. Budd^ Ann E. Burkholder Sophie Canelake Estate Mark & Mary Davis Foundation^ Jeanne Dean^* Beverly J. Finley^* David Girard†^ Peg Hanson^ Stanley & Mindy Hargrove Regina Hogarth* Jon Hopeman David A. Johnson Anne & Lewis Kamiri^* Stephen & Janet Lillyblad^ Anita Engel Malon^ Stephanie Mann^ Malcolm McDonald Nancy McKillips Nancy & Marvin McNeff Keely Morgan Ferdinanda Otness Josepha R. Petrus Jerome Quinn* Mary Routhieaux* Marjorie Ruch^ Emilee Sames* Thomas Swan Lindy & Rolf† Westgard* Jerry Woelfel & Becky Garthofner

$100 to $499

Anonymous Kristin Aitchison^* Mary R. Armitage^ Ephrem Ashebo Cheryl Bailey^ Nancy Baker & Dan Olson Lindsay & David Becker^* Frank & Kathi Berdan Retha Berndt Virginia Betlach† Robert Bishaw^ Jessica Blum* Boker’s Inc Boldt Funeral Home Karin Borton Bradshaw Group Larry & Wendy Brown Judy Burns^

Annabelle Bush Elizabeth B. Calhoon Marla Cavanaugh Dr. Thomas Clayton^ Mary Sue Comfort Ed & Monica Cook The Rev. Wanda Copeland Jim Temple & Jill Davis Vicki Davis Michael & Teresa Day Karen & Dave DeJong Gloria Delano^ Tom & Kristen Delano Dominique J. Demehin Demma Construction LLC Mark & Margo Dickinson Jean Doane Steven Doherty Mark Dooley Karen Ekdahl Heidi Elmquist^* Fred G. Emmings Andrea & Patrick Erickson^* F. Geoffrey Samora, D.C.S.W. & Associates Jan Falstad Robin Fate Amy & Dr. Jack Fistler^ Melissa & Jeffery Flood Salley Flood^ Steve & Kathy Flood Marcia Fotsch^ Keanan Franco Roxana Freese Sherri Friedrich* Neal & Robin Gale Dennis & Lori Galligan Barbara Godfrey^ Ken Gordon & Ruth Stryker-Gordon Al & Diane Gorman Mary Elizabeth Gotz^* John Greenman Donna Gustafson Dave Hammer^* Jean Hammer^ Donald & Ruby Harkcom^ David & Mona Harmann^ Mary Hassell^ Martha Hatcher Linda Leah Hedemark, MD Cindy Hillger Van Lawrence & Nell Hillsley Kirk Holdcroft Karla Hollinshead Richard & Rosalie Holmes* Mary & James Huber Michael & Christina Huck Anne H. & Kenneth E. Hultberg Gertrude Ingebritson* Pearl A. Jackson^ James & Marjorie Jacobsen Amelia Jarry* Laurie Jepson & Steve Rowley^ Phyllis Johnson The Rev. Heidi Joos, MD^ Ronald & Jane Kalin Barbara & Charlie Keffer^* Esther & Martin† Kellogg^ Barbara W. Kirby

Mark Ladwig^* Carol Long Dianne Marshall^ Karen Mateer Cathy & Josh McCallister^ Alexandra McCann Marion McCarthy Edward McCormick† David & Vicki McKenna^ Kitty Megarry Rylan Quist & Kire Meyer-Quist Bill Manning & Ruth Mickelsen Frederick & Paula Mitchell Diana Moen Donna Mullins Dave & Judy Nass Lloyd Nelson Jennifer Newberg* Julie & Steve Niewald^* O’Halloran & Murphy Funeral Home Rodney Olsen George Omwando* Daniel Onkka & Catherine Lyman-Onkka^ Marcia & Paul Onkka^* Anne & Bill Parker Logan Patrick* Daniel Pearson & Anne Miner-Pearson Doug & Wendy Petersen Mary & Kenneth Peterson^ Timothy & Charlene Peterson^ Walter J. and Karleen J. Phillips The Rev. Kay Provine Brad W. & Linda J. Quarderer Barbara Raddatz LeRoy Rice† Joyce & James Risser^ Carol Robertson Debra & Mark Rodmyre Calvin & Caroline Roetzel Philip Rose* Sally Russell* Jean Sandberg^* Melissa Schneider* Paul L. Schroeder^ Patricia Schumacher^ Michael Scribner- O’Pray Gary Seim & Lee Ann Pfannmuller Angela Severson* Janet & Bradner Smith^ Barbara Snowfield^* St. Clement’s Episcopal Church, Saint Paul^ St. James Episcopal Church Women, Fergus Falls Byron & Connie Starns Arvida Steen Charles Stone† Grace Sulerud George Suzuki^ Pamela Tezak Steven Thomas Jill & John Thompson Jim & Janet Tift T’Kach Family Wade Tobin Rande Tomas Robert Triebenbach^

Genevieve Ubel Ruth Weise† John Williams^ Willwerscheid Funeral Home & Cremation Service Jonette E. Wood Evelyn Worlund† Jean Wylie

Up to $100

Abdulkadir Ahmed Pam & Rick Albrecht Terry Alewine Marjorie Alexander Cody Allen Jennifer Allred Cheryl E. Anderson Georgiana L Anderson Patricia Anderson* Susan Armstrong^ Gelila Atamre* Karen & Rex Bailey Jerry & Lynn Baxter Jane & Howard Bergstrom Carole Bidon^ Leland & Janey Bigger Walter & Jacqueline Blue Julie & Scott Boeser Bruce & Paulette Briese Leah Briggs Welch* Carol & Tony Brocato Marvin & Sue Cadwell Priscilla Campbell Henry Cannon Sandy Carroll† Pamela & Loren Case^ Judy & Bruce Clark Janet Crocker^ Heidi V. Davidson Miguel & Ann Dobon Loris Donahue John & Karen Dragsten Callie Dunbar Elizabeth Dyson Barbara & John Edgar^ Kim Eng Rita Flood Rositta Fogolin Colleen B. Fridlund Lorraine A. Frykman Tess Galati John C. Galatowitsch Kate Galligan Farcy Nancy Galligan Thomas & Patricia Galligan Donna Genck^ Stephen & Viola Gericke Joseph Gherity^ Judith Moore Goff^ Rachel Gould George & Anne Green Joan & John Hagman Heather & Mark Hallett Phillip & Mary Hammond^ The Rev. Robert & Susan Hardman Ronald Helfman Dennis & Susan Henriksen Priscilla J. Herbison Marijo Hickok Stephanie Highley Lowell & Carol Hill

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Jens J. Hoj & Camille Lenling Patty & Bruce Hostetler Gladys Howell Margaret Ingalls Cynthia A. James^ Gary & Becky Johnson^ Carrie Kane* Barbara R. Kellett Craig Kettleson Joanne M. King Carolyn Knutson† Larry & Ann Kolarick Bettye M. Kortus Rita K. Lahtonen William Lake Joyce Larson Mary Lou M. & Greer E. Lockhart^ Jo Lottsfeldt Andrea Luedtke Sarah McDonagh Madeleine McElhone Mary M. Melbo & J. J. Witek Phyllis Merrill^ Gladys Miller Mary L. Miller^ Buzz & Janet Morison Carole Mulcahy Lester & Regina Myles Ellen A. Nelson Donald & Susanne Nevin Joan A. Nichols Ben-Li Nie Mary G. Nissen Cathleen Noble Suzanne S. Norris Rosemary O’Hara Dixie C. Ohlander Kathleen S. Oliver Harvey Olson John & Mary Onkka Suzanne Paki & Stephen England Jerry Patten^ Bruce & Kristin Petersen Marlene R. Peterson Nancy Peterson Josephine Petron Cheryl Pothen Diane L. & Perri Graham Raff^ Terrance L. Renslow Ebie Richards^ Kara & Adam Ritchie Susan Robertson Margaret L Salstrom Averil Schreiber Jette Schuh Orena Servaty Don & Julie Shiek Gary A. Smith Moreen Sprungman Bob & Diane Stupka Dave & Ann Swanson Debbie Thompson Jeff Tracy Heather & Mark Traeger Linda Loan Thanh Tran Nelly Trocome Hewett Mohamed Turay^* Wayne & Kathleen Urbaniak Clarice Vold Lydia Volz

Marlene E. Walsh Bruce & Cheryl Warkentien Anne Warwick^ Brian Willette Gayle Reynolds & Paul Windschitl Ronald Zweber Gifts in Kind Elizabeth Canelake Marlene Jensen† & Debbie Rupp Karen Wendt St. Edwards Episcopal Church, Wayzata Lindy & Rolf† Westgard Volunteers Partnering Organizations Cub Scout Pack 70 Don’t you Feel It, Too Dancers Four Seasons Elementary School Distinguished Leaders Holy Apostle’s Episcopal Church Youth Hubb Center for Lifelong Learning Kaposia Retirement Services, St. Paul Community Group Lark Song Minnesota Internship Center (MNIC) MLK Day of Service Volunteers Olivet Church Youth Group Secondhand Hope SPPS Focus Beyond Transition Services St. Clement Episcopal Church Choir St. John the Evangelist Episcopal Church Choir St. Mark’s Catholic Church St. Luke’s and Messiah Episcopal Church Healing Ministry St. Thomas University University of MN Alzheimer’s Buddies YMCA Teen Thrive 100 Hours or More Christina Boehm Carlson Cherie Boen Denise Cole Lois Cutler Dianne Del Giorno Carol Forbes David Gemmel Melissa Gilbertson Ken Gold Peter Gove Dick Guiton Tom Hove Chris Howard James Huber Marianne Kosel Mary Leinfelder Benjamin Lubet Dusty Mairs Mac McClellan Chanpraney Nhul Sarah Nowlin Brian Ostenso Jean Probst Steven Sarrazin Sherry Schack

Wade Tobin Keith Travis Lindy Westgard Wendy Williams Lilian Zoltai 50 To 99 Hours Jymie Anderson Melinda Anderson Nikia Atkins Laron Banks Sheila Bjorklund Christine Butter Marilyn Dayton Joanie Delamater Sadio Farah Vonda Humburg Betsy Kelly Carolyn Knutson Evelyn Lawyer Cathy McCallister Carol McClellan Karen Murdock Joan Nichols Charles Orput Jay Overbaugh Sharon Overbaugh Doris Shennum Fatoumata Sirleaf Brien Slawik Shen Yen Vang Layne Wigfield John Williams 10 To 49 Hours Muntaha Abdu Soledad Aitchison Theadora Isahbella Aitchison Vera Alenov Bassim Alzayyadeh Sam Amundson Laurice Anderson Bette Ashcroft Ana Baker Badiatu Batterman Stacy Bennig Susan Bluhm Daniel Bougie Taylor Brooks Pat Brynteson Adriana Burfeind Elizabeth Calhoon Richard Carlson Bridget Chase-O’Hara Makenna Chinn Bradley Clary Diane Clayton Zashanna Collier Eric DeMay Janet Diehl John Dowdle Halimo Dualle Lau Eh Bridget Erickson Siggy Erickson Taylor Evans Randall Fane Amy Fistler Susan Folayan Michael Gadegbeku Penelope George Dwenda Gjerdingen

Judith Goff Anne Green Blong Her Gao Joua Her Ken Hobbins Cheryl Holcomb Christina Huck Sally Jasko Tiwonge Kafera Sue Kay Clint Klein Karen Klemond Anne Lamps Lay Lah Lan Brian Lassiter Jeanne LePont Mary Lilja Brian Lillquist Jane Livingston Karen Lyons Maddie Maki Robert McClay Diane McGowan Carnella Miller Sharon Mills Myreanah Mitchell Emily Morris David Nass Anthony Nichols Peggy Olsen Jane Ostenso Ruthann Ovenshire Haile Peterson Rick Rinkoff Henry Roach Nicholas Seng Amanda Showalter Laura Sorenson Coleton Sousa-Nieves Kashmonee Steward Bob Stupka Rick Swanson Jim Tift Cynthia Verhey Ellen Watters Jim Wenker Rolf Westgard† Armoni Williams Julisa Xiong Nkau Xiong Pa Dee Xiong Adam Yang Mai See Yang Terri Zierden

We strive for accuracy when preparing these lists and apologize for any errors. We invite you to notify the Foundation office at 651-632-8857 to bring corrections to our attention.

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Key Staff Members Mary Routhieaux Chief Advancement Officer Episcopal Homes Foundation Jen Newberg Director of Development Episcopal Homes Foundation

View our full timeline online at www.episcopalhomes.org/timeline/

1894

Sister Annette starts a “Home for the aged and infirmed” at 710 Martin Street in St. Paul.

2018–2019 Board of Directors David Relf Carlsen (began in 2019) CEO/Chairman, Upper Midwest Industries Inc. (UMI) Denise Cole, Treasurer Community Volunteer Lois Cutler Faculty, University of Minnesota, Housing-Gerontology

Rebecca Hawthorne Professor Emerita, St. Catherine University Tom Hove, Chair Retired, Teacher, Roseville Area School District

Rev. Diane McGowan Deacon, St. George Episcopal Church; Chaplain, Eagan Police Department Sarah Jane Nowlin Retired, Educator

Chris Howard, Secretary Retired, Attorney at Law

Brian Ostenso, Vice Chair Owner, Mail Handling Group

James Huber Retired, MSW, MN Department of Human Services

The Rt. Rev. Bishop Brian Prior Honorary Trustee; Bishop, Episcopal Church in Minnesota

Carol Forbes Writer, Editor, Researcher

Mary Lilja (term ended 2018) Owner, Lilja Communications

Brien Slawik President/CEO, Har-Mar, Inc./ Slawik Properties

Melissa Gilbertson Asst. VP, Investment Advisory; Services Mgr., Mairs & Power

Catherine McCallister (term ended 2018) Director of Nursing, Regions Hospital

Jim Tift Assistant Professor, St. Catherine University

Peter Gove Retired, VP of Corporate Relations, St. Jude Medical

Robert McClay (term ended 2018) Attorney, McClay-Alton, PLLP

Lewis Zeidner (began in 2019) President, United Theological Seminary of the Twin Cities; Consultant, Fairview Health System

Amy Fistler VP of Advancement, United Theological Seminary

Shaped by Community Support for 125 years

Call for suggestions for improvement Schubert Club, unknown year

1909

Schubert Club of St. Paul gave a musical to raise funds of $4.60. This began a long relationship with the Schubert Club as regular concerts became a staple in 1913, bringing music and the arts to enrich the lives of residents of the Church Home.

Rev. Frank Zoubek in 1947.

1925

Regular worship services began by an interdenominational team of clergy.

Although spirituality was a part of the founding of the Church Home, the diverse services became a permanent offering to residents. In 1926, Rev. Zoubek becomes chaplain of the home, where he would remain for 46 years.

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As part of our commitment to the Baldridge quality improvement standards, we invite your suggestions and ideas for improvement.

Email: compliance@episcopalhomes.org Phone: 651-272-4910 Web-based comments and suggestions:

episcopalhomes.org/contact-us/reportcomplaint-2/

490 E. Lynnhurst Avenue Saint Paul, MN 55104 www.episcopalhomes.org

Our Communities Transitional Care & Long-Term Care Episcopal Church Home 1879 Feronia Ave St. Paul, MN 55104 651-646-4061 Long-Term Care The Gardens 1860 University Ave St. Paul, MN 55104 651-632-8801

KINDER VILLAGE Intergenerational Child Care

Assisted Living & Memory Care Iris Park Commons & Katy’s Cottage 1850 University Ave St. Paul, MN 55104 651-646-1026

Catered Living The Terrace at Iris Park 502 E. Lynnhurst Ave St. Paul, MN 55104 651-272-4960 Independent Living Cornelia House 1840 University Ave St. Paul, MN 55104 651-288-3931

HOURS: 6:30AM to 6:00PM PHONE: 651-272-4974 EMAIL: ktonda@episcopalhomes.org www.episcopalhomes.org

Affordable Living: Seabury 1830 University Ave St. Paul, MN 55104 651-379-5102 Kings Crossing 500 N Dale St St. Paul, MN 55103 651-493-4606 Carty Heights 412 Dunlap St N St. Paul, MN 55104 651-288-1142 Midway Pointe 1880 University Ave St. Paul, MN 55104 651-209-8500 Managed by Episcopal Homes: Becketwood Cooperative 4300 W. River Parkway Minneapolis, MN 55406 612-722-4077