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2010 Annual Report

Capitalizing on Opportunities

www.nwmf.org

Developing Community Assets

4225 Technology Drive NW • Bemidji, MN 56601 • 218-759-2057 • 800-659-7859 • info@nwmf.org


2010 Annual Report

Our Mission The Northwest Minnesota Foundation invests resources, creates opportunities, and promotes philanthropy to make the region a better place to live and work.

Our Values

Board

EXCELLENCE We strive for the highest standards in all our programs and services. INTEGRITY We are a trusted resource demonstrating honesty and fairness in our relationships with partners, clients and colleagues.

Eric Bergeson Chair, Fertile

Robert Hager Director, Roseau

Mark Hewitt Vice-Chair, Park Rapids

Jody Horntvedt Director, Baudette

Kim Wilson Secretary, Fosston

Dean Johnson Director, Mahnomen

Gary Purath Treasurer, Red Lake Falls

Roger Malm Director, Hallock

Beltrami Clearwater Hubbard Kittson Lake of the Woods Mahnomen Marshall Norman Pennington Polk Red Lake Roseau

Terri Anderson Director, Ogema

Judy Roy Director, Redby

* The people in the photos on the cover are from organizations that benefited from capacity building sub-awards, made possible by the Compassion Capital Fund grant NMF received.

David Bergman Director, Thief River Falls

Laurie Wilson Director, Crookston

PASSION We are committed to the region and mission-driven in all our endeavors. INNOVATION We are forward thinking and proactive in seeking out opportunities. WISDOM We apply knowledge of the region and historical perspective to make sound decisions. PARTNERSHIPS We are most effective when working in cooperation with others.

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Mission, Values, Board of Directors


From the Board Chair and President Hello, all! “Give a man fish and you have fed him for a day. Teach a man to fish and you have fed him for a lifetime.” So goes the proverb, which could describe the nature of Northwest Minnesota Foundation’s efforts to help the less fortunate in our region. This year, NMF was selected to administer a large Compassion Capital grant from the federal government. The grant was an ideal fit for NMF, as we have been “helping the helpers” for years. The stories in this publication put together form a larger story: The hardworking staff at NMF is trusted to get maximum mileage out of funds intended to help those in need. We all know that throwing money at problems does little long-term good. NMF’s strategy is to help the helpers, those in the trenches, by providing them with training, equipment and expertise. In the process, the helpers meet each other and share ideas. What works in one part of the region quickly spreads. NMF’s staff is also entrusted to distribute funds designed to encourage entrepreneurship and help businesses compete. Through the IDEA competition, NMF brings in outside capital to help fledgling inventors. Through the business development program, NMF brings in outside dollars to help small companies get on their feet and stay there. The twelve counties served by NMF are home to a total of 160,000 people. Even though vast distances separate our neighborhoods, we are really one big small city. The NMF programs highlighted here bring together people from throughout the region to share ideas that will benefit us all.

Our Accomplishments Since inception in 1986: Business loan programs with over $5 million in assets have made 437 loans for a total of $20.3 million Creation or retention of almost 2,400 jobs Lending has leveraged $80.4 million in additional funds Made over 4,000 grants totaling $36.1 million Adult and youth leadership programs have provided training for more than 2,600 leaders Specially designed non-profit management and diversity training programs have addressed the special needs of 566 organizations and 89 communities $41.4 million total assets Component funds and sub-funds number 333, with assets totaling $11.8 million

Message, Accomplishments, Staff

Staff Lin Backstrom Program Manager Early Childhood Peggy Crandall Grants Service Associate

Lisa Peterson Communications Director Marty Sieve Vice President for Programs

Samantha Hedin Accounting Associate

Jim Steenerson Senior Program Officer Grants

Ritchie Houge Vice President for Philanthropic Services

Amy Tobkin Business Development Specialist

Barb Lien Administrative Assistant

Holly Tri Administrative Assistant

Linde Linde Administrative Assistant

Caryl Turnow Program Specialist Business Development

La Rae Maddox Office/Systems Manager Jane McKelvy Program Officer - Training Diane Morey Senior Program Officer Business Development

Nancy Vyskocil President Tim Wang Finance Director David West Senior Program OfficerBusiness Finance

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2010 Annual Report

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The Foundation for Respect

General Overview & Highlights


General Overview & Highlights Fiscal Year 2010 marks the second year of our current five-year plan. It has been a time of remarkable growth, both in our programs and in our services to donors. While the national economy continued to struggle and the foundation world continued to retrench, NMF was able to significantly expand the scope, quality and effectiveness of its work in Northwest Minnesota. Never before has the organization achieved a comparable level of regional engagement. The level of services available to our component fund advisory boards was increased substantially through the introduction of a training-and-technical-assistance program called Sustaining Success. This effort marks a new level of integration between our granting and training functions and our development office. It was piloted over the past year by our Early Childhood coalitions, which are now preparing sustainability plans for each of their respective funds (and which raised more than $72,000 in contributions last year alone). Consulting services to clients of our Business Development Program were more than doubled with additional funds provided by the Small Business Administration. Participants in the Business Finance Program were also afforded a new range of benefits, including financial aid for participating in the Northwest Minnesota CEO Roundtable and training sessions held at the Anderson Center in St. Cloud. One hundred and twenty students in 6th and 7ith grades, their advisors and youth advocates participated in the STAR Team leadership program. All STAR Teams conducted community projects in their schools and/or communities. The Teams delivered training on STAR concepts to fellow students and/or community members. Many projects involved teaching younger students about topics addressed in the training: dealing with bullies, conflict styles, listening skills, and cooperative games. The Healthy Lakes and Rivers Program was reintroduced with another round of training and technical assistance delivered to nine lake associations in Beltrami, Clearwater and Hubbard Counties. This occurred along with the establishment of new charitable funds by three lake associations and one coalition of lake associations (an example of synergy between our operational functions and our development work). IMPACT 20/20 moved from planning to action with three initiatives designed to achieve long-range impact on the economy of Northwest Minnesota. These include Northwest Minnesota Foundation

ambitious attempts to increase high school graduation rates, improve leadership skills of local business managers, and expand personal and business access to broadband. The IDEA Competition saw great public interest in the business ideas of new and emerging entrepreneurs and has begun to show tangible results as their products are commercialized and brought to market. This is an outstanding example of growing business and employment opportunities locally, instead of trying to recruit them from outside the region. The five winners in 2010 were Insect Inferno, LaValley Industries LLC, Mac-Attatch Inc, sf(x) Engineering Inc, and Trophy Head Shot. Each received $10,000 in cash to advance their business idea, plus up to an additional $10,000 of specialized technical assistance. • Insect Inferno, owned by Corey and Sue Westrum, and Jason Van’t Hul, Leonard, MN, is a mobile unit that uses heat to kill insects and their eggs. Originally designed for bedbugs, the unit can be used to eliminate other insects as well. • LaValley Industries LLC, owned by Jason and Roger LaValley, Bemidji, MN, has developed and is manufacturing an excavator attachment called the DECKHAND for the pipeline industry. The DECKHAND automates the manipulation of various types of pipe. It allows a single operator to manipulate pipe with total control. • Mac-Attach Inc., owned by Scott Gustafson, McIntosh, MN, has invented a chemical applicator called the Mac-Attach Articulator. They have two models-one that mounts on a three-point hitch and a smaller unit that can be used with an all-terrain vehicle. The innovative design allows the unit to be used in between plants as well as in between rows. It can be used with either a pre-emergent sprayer or a post-emergent sponge applicator. • Nancy Fisher, Warroad, MN, has designed an innovative play product for children called Highway My-Way. The paper product features realistic-looking asphalt roads, complete with curves, on a self-stick, easy on/ easy off paper. • Trophy Head Shot, owned by Tim Sargent, Ada, MN, is a new product designed for hunters who want an easier way to take a photo of a trophy game animal. The product is ideal for outfitters, guides, and hunters-anyone who wants to take a photo or shoot a video of his/ her trophy to share with clients, friends and family. (Continued on next page)

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2010 Annual Report

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General Overview & Highlights


(Continued from page 4)

Grants have continued to expand capacity and help with a wide variety of community and organizational needs. • Villa St. Vincent in Crookston received support for a Senior/Student Surf Connection, which brought together students from the University of Minnesota Crookston and senior citizens in an inter-generational effort. NMF also donated several repurposed computers for this project. • Rural Minnesota CEP Inc. received NMF funds for a project to help improve the workplace skills for at-risk youth in Beltrami and Clearwater Counties. • Polk County Public Health received a grant to help improve the health delivery systems in several counties in the region. • White Earth Reservation received a grant to help the tribe develop a comprehensive land use plan for guideing future development on the reservation. • Marshall County Soil and Water Conservation District received a grant to help organize and develop a new Thief River Watershed Weed Management Network, which will address the issue of invasive plants. (1) The eighth year of the Minnesota Early Childhood Initiative (ECI) brought opportunities for planning, networking and sustainable growth for our region’s twelve ECI coalitions. The Sustaining Success series piloted with the ECIs spurred new long-term project plans and fund development strategies designed to ensure the continuation of the ECI, while meeting the identified needs of each community’s children birth-to-age-five and the people who care for them. Projects in the ECI coalitions address local priorities, often including:  early literacy, social-emotional development, health promotion, skilled and knowledgeable child care, and a smooth transition to kindergarten. (2) Linde Linde, NMF’s newest administrative assistant, came to the foundation via Experience Works, a program that helps improve the lives of older people through community service training and employment. She began her training in March 2009, was hired parttime on Jan. 1 and then became a full-time employee. She was honored as the state’s 2010 Minnesota Champion and Outstanding Participant. (3) Our public profile was considerably heightened when we convened our second Regional Summit around the topic of leadership. Attended by more than 200 people, this event was a further demonstration of the role NMF has assumed in gathering local opinion leaders

Northwest Minnesota Foundation

around topics of critical concern to Northwest Minnesota. Keynote speaker Ann Bancroft captivated the participants with her presentation about leading expeditions to the Arctic and Antarctic. Andy Wells, Dr. Kathleen Annette, Kristine Paranica and a panel of leadership program specialists contributed their perspectives on what it means to lead and various paths to becoming an effective leader. (4) Excellence awards were presented at different times and places this year. In October 2009, Rebecca Hoffman of Ours to Serve House of Hospitality received the Ruth Edevold Organizational Excellence Award. Hoffman led an effort to construct a new facility for the homeless in Bemidji, overcoming countless obstacles to complete. Steve Eickman was presented with the Ruth Edevold Excellence in Leadership Award. Steve has been a great champion for LeaderImpact. He has taken what he learned in the program to improve his business practices, helping his employees to participate in the program, and using aspects of the training in building positive relationships with clients. In May 2010, Dr. Kathleen Annette was presented with a Quality of Place award, recognizing her contributions to improving public health through her work with the Indian Health Service. (5) NMF delivered LeaderImpact to 42 people in FY 10. Evaluators have noted that a subtle but obvious theme for participants is one of self-awareness and improved leadership abilities. Participants’ colleagues report that they have more confidence, and are able to use their strengths more effectively. Training and technical assistance offered through our Nonprofit Excellence Program was quadrupled, with an infusion of nearly $.5 million from the federal Compassion Capital Fund (US Department of Health and Human Services). For the purposes of the grant, the program was expanded and named the Capacity Development Initiative. It’s design helped to build an organizing framework and comprehensive vision to increase the capacity of faith-based (FBOs) and community based organizations (CBOs) to more efficiently and effectively serve individuals and families in need. The organizations involved were able to deliver their services from a position of increased capacity. CDI focuses on organizations serving individuals and families with the most pressing social service needs. The following story gives examples of how this work made a difference in the region.

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2010 Annual Report A series of effective workshops were held to help strengthen and sustain organizations

Compassion Capital Fund

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Beltrami County Community Resource Connections project website training session

Capitalizing on Opportunities


Capitalizing on Opportunities Compassion Capital Fund Grants Reach Out to People and Organizations In the summer of 2009, the Northwest Minnesota Foundation applied to the US Department of Human Services for a Compassion Capital Fund grant (CCF). A team of three outside consultants, under the leadership of Jane McKelvy, NMF program officer - training, worked diligently to write a comprehensive grant application to serve NMF’s 12-county region. In September, NMF was notified that the grant would be awarded. “NMF has a history of delivering programs that build capacity of organizations in the region through its grant initiatives, leadership, organizational effectiveness and diversity training,” said NMF President Nancy Vyskocil. “Thanks to the CCF grant, leaders and organizations received ongoing technical assistance through workshops, assessments, and sub-awards, built on previously successful NMF strategies updated to reflect current needs.” CCF’s main focus was to assist both community based and faith based organizations (non-profits) in building their capacity to better serve those most in need – including the under and unemployed; people living in poverty; high risk youth; and underserved populations including communities of color, the elderly, and disabled youth and adults. Capacity activities were defined in five areas: Community Engagement, Program Development, Organization Development, Leadership Development and Financial Development. None of the awarded funds could be used for direct programming or capital improvements (building or remodeling that was permanent). Faith-based organizations were required to use the funds for their secular programming. After a brief training session in Washington, DC, the NMF grant management team of McKelvy and consultant Dawn Ganje, designed, developed and delivered a CCF sub-award application process – including information sessions, application materials, and commonly asked questions, held in four towns across the NMF region. Applications were posted on the website and an award review process and review team was established. Twenty-five sub-award grants were made in two cohorts of applications. The grantees are listed on pages 12 and 13.

Awards ranged from $3,786 to $14,980. Activities included: Purchase of computers and other technology (including digital pens for counselors working inthe-field, commercial freezers and refrigerators; the purchase of consulting services for marketing, strategic planning, board training; training in new program components to increase services; storage for files, food, clothing; and many consumable supplies – marketing materials, training materials. As the federal grant recipient, NMF was required to design and deliver training and technical assistance for not just the grantees but also to benefit the general population of non-profits in the region and address the five defined capacity building areas listed above. Technical assistance and training was offered in Inter-Cultural Communications – train the trainer, LeaderImpact, Financial Boot Camp for Boards, Legal Issues for Boards, Evaluating Your Executive Officer, Finding the Magic in Strategic Evaluation, Human Resources, and Financial Literacy – train the trainer. Over 330 people throughout the region have attended CCF trainings through NMF. A total of 407 training hours and 2,736 technical assistance hours have been delivered. The Compassion Capital Funds also awarded funding for two demonstration projects under the Beltrami County Community Resource Connections project. The first is an online volunteer registration website wantotovolunteer.org where non-profits can register their need for volunteers. The second is an asset mapping project – also on line – that allows a region to examine its existing services, duplication of services, and needs for services. Both demonstration projects have drawn considerable interest and attention for use in other parts of NMF’s region. Vyskocil said, “This program resulted in the strengthening of our regional social assets -- strong leadership, diversity, effective charitable organizations, supportive social services, and building capacity of individuals in the social sector -- that insure Quality of Place.” She added, “The success of this project has helped the region to be a more attractive place to live and work.” The stories on page 10 illustrate the power of the Compassion Capital Fund grants. (Continued on next page)

Northwest Minnesota Foundation

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2010 Annual Report Gula Stromquist and Darlene Larson-Mutz with the Strandquist Area Food Shelf

CCF Grant Writing Team Ruth Sherman, Jane McKelvy, Jill Naylor-Yarger, Barb Houg

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Capitalizing on Opportunities


(Continued from page 8)

“Yes, You Can!”

Submitted by Lorna Cooper, Volunteer Director The “Yes, You, Can!” program is an extension of the United Churches of Akeley and Nevis programs. UCAN provides advocacy and financial assistance to families and individuals in crisis and saw the need to further assist the underemployed and unemployed. The “Yes, You Can!” program concept was born. A small Compassion Capital Fund grant provided some supplies, technical equipment, training, and technical assistance, which then generated tremendous support from the surrounding community. The project has involved community volunteers, schools, churches, Minnesota Workforce and Displaced Homemakers program. The community assisted in cleaning, painting, reconfiguring the center site and donating good work clothing. “Yes, You Can!” will help clients to find and retrain jobs, write resumes, learn computer skills, and have appropriate job seeking attire. Community members have volunteered to work as intake personnel and mentors. These individuals are current or retired professionals with a wide range of skills. The volunteers have dedicated hours at training sessions with a training module designed for “Yes, You Can!” by a human resources volunteer. Donated computers are available for job searches and resume writing.

Strandquist Area Food Shelf

Submitted by Board Member Darlene Larson Matz The Strandquist Area Food Shelf applied for a Compassion Capital Fund grant to replace its original freezer and refrigerator with commercial sized appliances. For the twenty years the Food Shelf had been in existence, the number of households served has increased from 6 to over 75 per month, but the refrigerator and freezer were still the original household appliances purchased 20 years ago. “When perishable food was available, the size of the old appliances greatly limited how much could be purchased; yet, perishable items like cheese and frozen meat are greatly appreciated by the clients,” Matz stated. “The commercial refrigerator and freezer increase the amount of storage space by at least 3 times and simplify distribution day. This increased capacity enables the Strandquist Food Shelf to serve its clients more adequately. We are grateful to the NMF for making this grant available!”

Northwest Minnesota Foundation

Helping the Helpers: CCF Grant Links Professionals and Faith Based Organizations The Evangelical Covenant Church of Crookston was the anchoring agency for a collaboration that implemented seven Mental Health First Aid (MHFA) and Psychological First Aid (PFA) trainings in Crookston, Thief River Falls, Ada, East Grand Forks, Fosston, Warren, and Bemidji. Over 80 pastors, church staff, parish nurses and volunteers took part. Each training event included 12 hours of MHFA and two hours of PFA. All participants with full attendance received certification in both curricula. Along with the workshops, clergy and other FaithBased Organization representatives formed an advisory group to guide further collaborative efforts between FBOs and human service agencies. More workshops have been requested by FBOs. Other funders in the region have stepped up to cover some of the training expenses. Several pastors reported that they immediately began using the training information and as a result have more effectively assisted parishioners with their needs. Several cases were referred for professional services, while pastors provided support to the individuals and their families. Northwestern Mental Health Center (NMHC) took over as lead collaborator after the pastor from the church resigned. Tim Denney of NMHC reported that more collaboration on crisis cases is occurring between FBOs and service agencies. The county social service directors are talking about collaboration with FBOs on service provision. FBO staff members are seeking more training. NMHC also reported that before becoming involved with the Compassion Capital grant, they had no contact with any faith-based organizations, and the FBOs had no connection to the human services system. Now NMHC is communicating with FBOs and clergy in all eight counties of their region, has regular meetings with an advisory group of nearly 20 FBOs, has more training plans under development with the group, and has several collaboration initiatives under development.

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2010 Annual Report Assets

Financial Position

Cash and Cash Equivalents

Fiscal Year 2010 Revenue & Support

June 30, 2010 $

363,829

June 30, 2009 $

486,753

Grants/Contracts Receivable

254,315

Pledges Receivable

582,118 690,001

179,956

Accrued Interest Receivable

172,370 160,204

Other Receivables

7,604 7,604

Prepaid Expenses

5,260 4,461

Notes Receivable – Revolving Loan Fund Investments Assets Held in Charitable Remainder Trust

3,932,295 4,192,848 34,976,382 32,404,735 -

377,929

Other Equity Investments

463,837 625,500

Fixed Assets

669,441 658,556

TOTAL ASSETS

$ 41,427,451

$ 39,788,547

Liabilities Fiscal Year 2010 Expenses

$ 282,437

$ 232,437

Program Grants/Scholarships Payable

478,793

466,189

Other Liabilities

216,439

182,718

Deferred Revenue

85,897

154,015

Loans Payable

952,258

984,644

Granite Equity Partners Subscription Payable

185,000

250,000

Annuity Payable

542,639

569,984

-

204,821

1,547,603

1,367,226

$ 4,291,066

$ 4,412,034

442,992

409,396

Temporarily Restricted

11,264,454

10,581,286

Permanently Restricted

25,428,939

24,385,831

Total Net Assets

37,136,385

35,376,513

$ 41,427,451

$ 39,788,547

Mortgage Payable

Liability Under Annuity Trust Agreement Agency Endowment Liability TOTAL LIABILITIES

Net Assets

Endowment Totals 1991-2010

Unrestricted 2007

2005 1999

2001 2003

2009

2010

TOTAL LIABILITIES AND NET ASSETS

1997 1995 1991

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1993

Public Disclosure 990 The Northwest Minnesota Foundation will make available for public inspection the last three years of its tax documents, including Internal Revenue Service Forms 990, 990-T (if applicable), and the Community Foundation’s application for tax exemption, IRS Form 1023, and its most recent audit. If the request for any of these documents is made in person, the requested documents will be provided on the day of the request, if possible. If the request is in writing (including e-mail), copies will be provided within 30 days. The requestor will be charged a reasonable fee for the cost of copying, plus postage.  Additionally, the IRS 990 documents will be available on the website at www.nwmf.org through a link to Guidestar.

Financials


Fiscal Year 2010 July 1, 2009 - June 30, 2010

Grants Fiscal Year 2010 Total Grants:

$1,546,114

Headwaters Regional Development ........ $50,000 For Implementing the Pioneer Impact Education Task Force Work Program

Growth Management

Caring Communities Total:......$162,548

City of Mahnomen......................................... $11,250 For City of Mahnomen Codification

Clear Waters Life Center.............................. $22,588 For Grow It

White Earth Reservation............................. $20,000 For Developing a Land Use Plan, including Assessment and Policy Guidance

Children, Family & Elderly

Northwest Community Action, Inc...............$25,000 For the Northwest Youth Intervention Project Red Lake Nation Boys & Girls Club.............. $24,960 For Red Lake Boys & Girls Club Teen Educational Challenge Rural Minnesota CEP, Inc............................$25,000 For Increasing Workplace Skills for At Risk, Disconnected, Disadvantaged, and Disabled Youth Villa St Vincent..............................................$5,000 For Senior Student Surf Connection Emergency Assistance Fund Awarded for crisis needs of low income families and individuals • Bi-County CAP, Inc................................. $19,200 • Inter-County Community Council ......... $12,700 • Mahube Community Council, Inc.............$8,300 • Northwest Community Action, Inc........... $7,400 • Tri-Valley Opportunity Council, Inc. ..... $12,400

Community Connections Total:... $70,000 Northwoods Caregivers............................. $20,000 For NICE At Home Peacemaker Resources.............................. $25,000 For Bemidji Area Prevention Collaboration Creation and Development Polk County Public Health...........................$25,000 For Northwest Minnesota Health Improvement Program

Community Planning Total:.....$183,250 Economic & Community Development Headwaters Regional Development ............$22,000 For Bemidji Institute Red Lake Band of Chippewa...........................$5,000 For NMTEDC Organizational Development and Strategic Plan Wells Academy, Inc......................................$25,000 For Wells Academy Training and Capacity Building Project

Internal Programs

Project Support for regional initiatives FIRST (DEED) Bemidji State University......................... $50,000 For Regional Economic Alliance Workforce Taskforce

Grants

Natural Resources Total:.......... $83,386 Promotion & Preservation

Grace Lake Charitable Fund........................... $5,886 For Saving Grace Marshall Co Soil and Water Conservation ...$25,000 For Thief River Watershed Weed Management Program Red Lake County Soil & Water.....................$25,000 For Red Lake County SWCD Culvert Inventory Project

New Technologies Northwest Regional Development ...............$25,000 For NW Minnesota Renewable Energy Template University of Minnesota, Crookston...............$2,500 For A Climate Neutral UM-Crookston: Vision and Action

Training Total:......................... $225,381 Compassion Capital Fund

Bemidji Community Soup Kitchen................. $4,650 For Board Development and Computer Bemidji Food Shelf........................................$13,825 For Infrastructure Upgrade: Providing Quality Service to Clients and Donors Utilizing Client Track System Boys & Girls Club of the Bemidji Area............ $4,851 For Evaluate, Market, Train Calvary Lutheran Church............................... $8,780 For Gymnasium Improvement and Facility Accessibility Care and Share, Inc........................................$8,885 For Crookston Emergency Food Shelf Capacity Improvement Community Resource Connections................ $4,655 For Building Capacity through Partnership Evangelical Covenant Church of Crookston................................................$12,542 For ECCC/Regional FBO Mental Health Service Capacity Expansion Family Advocacy Center of Northern Minnesota..................................$14,711 For Digital Record System Grace Lutheran Food Shelf............................ $2,354 For Inventory Optimization Project Hope House................................................... $7,520 Improving Communications

(Continued on next page)

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2010 Annual Report Human Achievement & Performance Academy............................... $14,957 For Strengthen Organizational Infrastructure Kinship of Park Rapids.................................$10,190 For Kinship Technology Upgrade Mahnomen County DAC.................................$2,500 For Computer Magic Touch Naytahwaush Community Foundation........... $7,650 For Computer Supplies for Technology Lab For NICE at Capacity Northwoods Habitat for Humanity...............$10,587 For ADA Requirement Compliance Peacemaker Resources................................. $13,210 For Delivery and Sustainability Development Red Lake Homeless Shelter.......................... $14,054 For Red Lake Homeless Shelter Service Center Servant Hearts................................................$4,651 For Hospitality Initiative Strandquist Area Food Shelf...........................$6,677 For Commercial Refrigerator and Freezer Sunrise Center................................................ $3,731 For Technology Equipment

Organizational Effectiveness Boys & Girls Club of the Bemidji Area...............$600 For Staff Training Northwest Technical College Foundation..........$290 For Fund Development Planning Session Northwest Technical College Foundation...........$871 For Fund Development Planning Session

STAR

A total of $1,100 was awarded for student follow-up projects to ten STAR Teams schools throughout the region: Bemidji, Kelliher, Laporte, Naytahwaush, Nevis, Northome, Red Lake County Central, Schoolcraft Learning Community, St. Joseph’s Catholic School, Waubun

Component Fund Total:...........$735,024 Component funds are established with NMF for a specific purpose. A local fund advisory committee recommends distributions based on their funds’ purposes and criteria. The NMF board, for purposes of IRS regulations, approves the advisory recommendations for grants, but the component funds are the source of the grant dollars.

The Evergreen House....................................$14,364 For Essential Technology Upgrade

Bagley Area Community Fund Bagley Beautification Fund...................................... $600

United Churches of Akeley and Nevis............. $3,545 For Yes-You Can

Bagley Early Childhood Initiative Fund (8 grants).................................................................$9,437 Beltrami County Historical Society Fund..........$600

Warren Living at Home/ Block Nurse Program.....................................$4,800 For Helping People Live Happier Healthier Lives at Home White Earth ReservationHuman Service ............................................ $13,500 For Constituent Service Data Collection System

Nonprofit Excellence Program Giziibii RC & D............................................... $2,120 For Bemidji’s Natural Choice Farmers Market Hope House................................................... $1,000 For Personnel Job Description/Education, Policies, and Communication Lakeland Public Television............................ $1,000 For Strategic Planning for 2009-2010 Ours to Serve House of Hospitality................ $1,000 For Community Awareness Campaign Peacemaker Resources.....................................$400 For Non-Violent Communication Workshop for STAR Wee Care Early Learning Center.................... $1,000 For Board and Staff Development

Bemidji Area Arts Endowment Fund (6 grants).......................................................$3,009 Everett Wilimek Endowment for Orchestral String Studies (2 grants).........................$500 H.B. and Ina T. Roholt Family Fund for the Arts.................................................................. $841 Richard and Pam Nelson Family Fund for the Visual Arts......................................................$500 Bemidji Area Early Childhood Initiative Fund............................................... $1,300 Bemidji Area Parks and Trails Fund Bemidji Community Biomes Outdoor Classroom Fund..................................................... $3,500 Bemidji Sculpture Walk Fund................................ $1,700 Sculpture Honorariums (5 grants).........................$1500 Bemidji Area Public Library Foundation Endowment Fund.......................$3,200 Bemidji Lumberjack Foundation Fund Bemidji All School Reunion Fund.......................... $5,348 Rick Lee Memorial Fund (2 grants)..........................$466 Tom Gardner Memorial Fund (2 grants).................$466

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Grants


Fiscal Year 2010 July 1, 2009 - June 30, 2010

First National Bank Bonspiel Fund ..................... $15,872 Bemidji Area Schools Dist #31 (2 grants)............. $11,110

Northwest Minnesota Women’s Fund (7 grants) ......................................................$13,950

Security Bank USA Lumberjack Scramble (2 grants)...............................................................$31,892

Ole and Ruth Tweet Family Fund (8 grants) ......................................................$4,500

Bridges Therapy and Rehabilitation Fund ..................................... $2,093

Park Rapids Area Community Fund Heartland Homes Endowment and Project Fund ....................................................$3,594

Clearbrook-Gonvick Early Childhood Initiative Fund (3 grants) ..............................$2,600 Clearwater Health Care Fund (4 grants) ........ $5,205 Clearwater County Emergency Services Fund (2 grants) ........................................$1,101 Clearwater Hospice Fund (2 grants) ....................$6,395

Hewitt Family Charitable Fund (2 grants)........ $20,000 Park Rapids Rotary Charitable Fund.................... $1,474 Positively Park Rapids Fund............................... $15,000 Park Rapids Early Childhood Initiative Fund (2 grants)............................... $1,000

Crookston Area Community Fund Crookston Arena Fund (2 grants).................... $275,000

Park Rapids Revolving Loan Fund...............$10,000

Crookston Early Childhood Initiative Fund (6 grants)....................................................... $3,312

Red Lake Youth Initiative Fund (2 grants) ....... $35,350

Fertile-Beltrami Early Childhood Initiative Fund (4 grants).............................. $1,038 First Care Medical Services Fund (2 grants) ...................................................... $2,540

Red Lake Band of Chippewa Indians Community Fund Red Lake Falls Education Endowment and Project Fund Kyle A. Myhre Memorial Community Grant Fund............................................................ $4,436 Roseau Area Community Fund (3 grants)...... $1,500

Fosston Area Community Fund Fosston 21st Century Fund ...................................$3,000

Roseau County Historical Society Endowment Fund.......................................... $7,468

Fosston Education Foundation Fund (3 grants).......$671

Ruth Edevold Endowment for Excellence (3 grants).......................................................$3,000

Fourth & Robbins Fund (2 grants)................ $4,000 Hopes, Dreams and Smiles Fund................. $12,000 HRDC Leadership Fund HRDC Successful Communities Challenge Fund (6 grants) ................................. $32,100 John and Eloise Ostrem Charitable Fund (2 grants) ............................ $1,000 Lake of the Woods Area Industrial Development Fund ..........................$500 Lake of the Woods County Historical Society Endowment Fund ............................................. $192 Lake of the Woods Early Childhood Initiative Fund (7 grants)............................... $7,200 LifeCare Health Care Fund (3 grants) ............ $2,081 Eagles Auxiliary Diabetes & Dialysis Fund ......... $1,900 LifeCare Hospice Fund...........................................$5,000 LifeCare Roseau Manor Fund ................................ $1,292 Maggie Adams Medical Equipment Fund (2 grants).............................................................. $11,560 Think Pink Breast Cancer Fund (3 grants) .......... $2,506 Marshall County Early Childhood Initiative Fund (3 grants)............................. $22,500 Norman County East Early Childhood Initiative Fund (5 grants)............................. $20,776

Stephen Area Endowment Fund Stephen Curling Fund ........................................... $7,500 Thief River Falls Early Childhood Initiative Fund (2 grants)............................. $10,869 Thrive Initiative Fund (3 grants)..................... $4,119 Tonia Johannsen Memorial Fund (2 grants).......................................................... $258 Upper Mississippi Watershed Fund..................$500 Warroad Area Community Fund Gaylord A. Gunderson Education and Scholarship Fund............................................ $3,500 Margaret Ann and Paul Samuel Johnson Family Charitable Fund (9 grants)........$9,000 Warroad Education Endowment and Project Fund.................................................... $2,950 Warroad Point Area Restoration and Community Recovery Fund..................................$17,700 Warroad Women of Today Community Project Fund ...........................................................$2,168 Wee Care Children’s Center ............................. $345 Wells Academy Fund ...................................$25,000 Wetlands Pines & Prairie Audubon Sanctuary Endowment and Project Fund ..................... $15,000 (Continued on next page)

Northwest Minnesota Foundation

14


2010 Annual Report Scholarship Funds Total: $86,525

Leslie Hanson Scholarship Fund (2) ........................$700

Bagley Education Fund

Mahnomen Education Endowment and Project Fund (7)................................................ $1,550

Bagley General Scholarship Fund (8)................... $4,300 Bemidji Area Community Fund Bemidji Jaycees Education and Scholarship Fund (2)...................................... $1,000 Bemidji Lumberjack Foundation Fund Buck Robbins Scholarship Fund................................ $150 Bun & Alvera Fortier Scholarship Fund....................$500 Des Sagedahl Scholarship Fund............................... $500 General Scholarship Fund (12).............................. $9,500 Heidi Bitzer McClure Memorial Scholarship Fund.. $1,000 K.E. “Red” Wilson Athletic Fund (2)...................... $1,000 Pat Campbell String Fund ........................................$300 John F. Breen Scholarship Fund (5).......................$3,750 Ray F. Breen Scholarship (8).................................$6,000 Troy Nelson Memorial “Character” Scholarship Fund....................................................... $150 Blackduck Area Community Fund Academic and Character Scholarship Fund.............$500

Night Riders Sno-Club Scholarship Fund (2)...........$450 Major Robert Olson Fund............................. $1,000 Merle and Mildred Rundell Education Fund.....$500 Mike Staples Memorial Scholarship Fund...... $1,000 Northwest Minnesota Women’s Fund Northwest Minnesota Women’s Scholarship Fund (2).................................................$600 University of Minnesota Crookston Women’s Scholarship Fund......................................$300 Red Lake Falls Education Fund Kris Fontaine Memorial Scholarship Fund (7).... $3,500 Kyle A. Myhre Memorial Fund (6)....................... $2,400 Lester Norris Dale, MD Scholarship Fund............. $400 Roseau Area Community Fund Charles “Nick” Peterson Memorial Fund ............$150 Joseph Schneider Scholarship Fund ...................$125 Malung PTO Scholarship Fund (4)................. $1,000

Clearbrook-Gonvick Education Fund Mary Jo Klinger Scholarship Fund...........................$500

Marian Foley Memorial Fund (4) ..................$4,000

Olga Peterson Scholarship Fund............................$1,500

Roseau Lions Club Scholarship Fund (3)........... $750

East Polk County Fair Scholarship Fund........ $1,500

Wannaska PTO Scholarship Fund (3)................ $750

Fosston Area Community Fund Fosston Livestock Shipping Association Animal Science Scholarship Fund............................. $150

Tonia Johannsen Memorial Fund (2)............. $1,000

Jim Miller Memorial Math Scholarship Fund......... $400 LuVerne Trogstad Scholarship Fund (2)............. $6,000 Terry Stout Memorial Scholarship Fund.............. $1,000 Vikan Scholarship Fund............................................ $300 Julie Holmquist Memorial Scholarship Fund... $250 Keith and Ellen Kapphahn Family Scholarship Fund (3)............................. $750 Laporte Education Endowment and Project Fund (5)...................................... $2,250 Laporte-Benedict VFW Scholarship Fund (2)............$500 Laural Capistran Murphy Scholarship Fund.....$500 Leonard J. Kucera Memorial Scholarship Fund (3)..................................... $2,250 Luther Younggren Memorial Scholarship Fund (3)..................................... $2,700 Mahnomen Education Fund General Ike Isaacson and Major Bruce Isaacson Scholarship Fund (2).................................................. $750

Marvin LaRue Memorial Fund...........................$500

Warren-Alvarado-Oslo Education Foundation Fund Lyle H Engelstad Scholarship Fund (3)..........$3,000 Myron and Margaret Carlson Education Scholarship Fund...............................$400 Warroad Area Community Fund Bruce and Ellen Atwater Education Fund (2)... $800 Edward and Agnes Brandli Scholarship Fund (2)...........................................$500 Gaylord A. Gunderson Education and Scholarship Fund (8)................................$8,000 Jennifer Grove Memorial Scholarship Fund (2)....$600 Justin Knebel Memorial Fund.............................$400 Lee Hafdahl Memorial Scholarship Fund............ $75 Nick Moyer Memorial Scholarship Fund........... $125 Patrick O’Donnell Memorial Scholarship Fund $500 Warroad Education Endowment and Project Fund (2) ....................................... $1,000 Warroad Farmer’s Union Oil Company Scholarship Fund................................................ $500

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Grants


Fiscal Year 2010 July 1, 2009 - June 30, 2010

Business Loans and Investments Fiscal Year 2010 Loans and investments totaling $1,069,614

GENERAL BUSINESS LOANS Financing is available for business start-ups and expansions that create new jobs leading to long-term community impact, diversification of the economy and that leverage other sources of funds to increase total capital investment in the region. Loans totaling $810,000 were made to: Northland Kilns, Bagley For development and construction of a Sterilizing Wood Kiln Lakewood Energy, LLC, Baudette For a feasibility study to determine the viability of a biomass energy production facility EXB Solutions, Inc., Bemidji Operating line of credit for working capital Creepy Crawler Industries, Baudette To develop the business of growing and selling live bait Larson Parts & Repair, Inc. For building expansion to accommodate business growth One Community Vitality loan was made for financing retail and other operations that are vital for the health of communities: Cornerstone Nursing & Rehab Center, Inc., Bagley Capital for a new assisted living facility The Business Development Programs of the Northwest Minnesota Foundation receive funding and support from the Minnesota Department of Employment and Economic Development and United States Department of Agriculture Rural Development as well as the Small Business Administration and Fannie Mae.

Business Loans

ENTREPRENEUR DEVELOPMENT PROGRAM Loans up to $35,000 are available to help develop small businesses and self-employment opportunities. Staff works directly with entrepreneurs to develop business plans and provide ongoing assistance and training. Loans totaling $259,614 were made to: Big Bear Sealcoating & Striping, Wilton D & D Sports, Inc., Thief River Falls Bonded Lock of Bemidji, Inc, Bemidji Fine Needle Quilting, Roseau IceHogger, Inc., Bagley Elkhorn Outfitters Northland Adventure, Waubun Midway Convenience Store, LLC, Bemidji 2GUYS GARAGE OF TRF, Inc., Thief River Falls Olson Septic Pumping, Ada LaValley Industries, LLC, Bemidji

TECHNICAL ASSISTANCE The Northwest Minnesota Foundation provides assistance in the loan application process and after the loan is made. Staff provides technical assistance to increase a business owner’s capacity to successfully manage and operate their business and increase its prospects for long-term success. Assistance is provided by staff or consultants and may include workshops, classroom training and individual counseling. · 244 people received personal technical assistance counseling · $48,854 supported consulting to assist 19 entrepreneurial businesses · $90,000 was awarded to nine IDEA competition winners · Sixteen classroom training workshops were sponsored for 86 attendees · Fifteen workshops with various entities or trainers were delivered for 84 attendees

16


2010 Annual Report

Fund Development Overview In Fiscal Year 2010, NMF continued to receive numerous requests for assistance with community-wide and public spendable projects. While NMF continues to encourage the creation and gifting to endowment funds, we also see a need to respond to the critical issues of today and the opportunity to support donor interest in providing direct support for public or community projects. These “public-private” partnerships are helping our communities continue on their Quality of Place journey.

Of the 16 new component funds established, four support area lakes, rivers and watersheds. These funds resulted from area residents being involved with the Healthy Lakes and Rivers Partnership Program. A desire arose among participants to sustain the work that was accomplished to protect lakes and rivers. The Grace Lake Fund received a grant from the NMF Natural Resources program for aerial laser mapping of the lake to identity troubled areas. As an example of a new fund immediately acting on its mission, they were able to match the grant through generous gifts to their fund.

Community Funds have been established in key areas throughout the NMF region. These funds maintain a local focus and work to address the same needs as the foundation itself, but in a manner specific to those communities in which they serve. Sub-funds organized as part of the community fund usually fit one of the categories listed below.

Community Service Funds have been established to support agencies, organizations, and groups that serve to enhance the quality of life in communities throughout the region.

Cultural Funds have been established to support organizations or groups that promote and preserve all aspects of the arts and other cultural pursuits in Northwest Minnesota. Donor Advised Funds have been established to enable a donor to be actively involved in choosing which organizations receive grants from the fund. This type of fund provides great flexibility to the donor while avoiding the costs and demands of a private foundation. Economic Development Funds have been established to support organizations that promote business development and expansion in Northwest Minnesota. Education and Scholarship Funds have been established to support school systems, extracurricular activi-

ties, post-secondary education scholarships and specific educational programs.

Environmental Funds have been established to support organizations and groups that promote and preserve the environment, watersheds, lake associations, outdoor recreation, and community beautification or vitality. Health Care Funds have been established to support organizations and programs that provide services promoting health and wellness; that adds strength to the health care systems in the region, and; support medical education.

Regional Funds have been established to support a variety of programs or organizations serving the twelve-county region or an area larger than a county or single community.

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Fund Development Overview


Fiscal Year 2010 July 1, 2009 - June 30, 2010

New Funds Lake Bemidji Summer Opera Festival Fund Supports the production of local opera events and the opportunity for local residents to learn about producing professional musical events Wells Academy Fund Provides support for programs, projects and activities benefiting the mission of Wells Academy Nymore Dog Park Fund Supports programs, projects and activities for the development and use of a public dog park in Bemidji Thrive Initiative Fund Supports community projects that benefit children birth age 5 Positively Park Rapids Fund Support for programs, projects and activities that enhance downtown Park Rapids Grace Lake Charitable Fund Supports programs, projects and activities that protect and enhance Grace Lake and its watershed Akeley Area Community Fund Supports charitable, educational and public purpose projects that will enhance or improve the quality of life for residents and/or visitors of the Akeley area Big Sand Lake Charitable Fund Supports programs, projects and activities that protect and enhance the quality of Big Sand Lake and its environs Bagley Community Playground Fund To provide financial support for planning, design, development, construction and maintenance of a youth playground and related activities located at Bagley Elementary School Stephen Curling Fund Supports programs, projects and activities in Stephen that encourage the sport of curling Lake Plantagenet Charitable Fund Supports programs, projects and activities that protect, preserve and enhance Lake Plantagenet and its environs Bemidji Symphony Orchestra Fund Supports the Bemidji Symphony Orchestra in its mission to

New, Community & Component Funds

The Bemidji Area Arts Endowment was presented with the 2010 NMF Community Philanthropy Award. Its purpose is to recognize a fund that has helped to build and strengthen the culture of philanthropy in the region. Mike Tangen, president of BAAE, accepted the award from NMF president Nancy Vyskocil at a donor reception in May at the Tangens. The sculpture award, created by Al Belleveau, was accompanied by a $1,000 gift from NMF to the Bemidji Area Arts’ general endowment fund.

bring classical music to new audiences and provide performance experience for musicians Earle and Mariann Dickinson Family Education Fund Supports educational activities, programs or institutions that help young people to understand the Bemidji area’s history, economic, social and cultural heritage; provides scholarships to students in Bemidji area schools, especially Bemidji High School, TrekNorth Junior and Senior High School and Voyageurs Expeditionary High School Hubbard County COLA Charitable Fund Supports charitable and educational programs, projects and activities that protect, preserve and enhance the quality of area lakes and their environs Bronko Nagurski Education Fund Support for charitable and educational programs, projects, and activities, benefiting International Falls ISD # 361, with priority given to the Bronko Nagurski Education Scholarship Program (providing scholarships to qualified students from ISD #361 who are pursuing post-secondary education) Fertile-Beltrami Area Community Fund Supports charitable, educational and public purpose projects that will enhance or improve the quality of life of the Fertile and Beltrami areas Donors are not listed in the annual report in the interest of conserving our natural and financial resources. Over 4,900 donors who generously supported the foundation and all of the NMF funds in Fiscal Year 2010 are found in a linked document on the website at www.nwmf.org – About Us - Annual Report. Thank you.

18


2010 Annual Report

Community & Component Funds Community Funds Akeley Area Community Fund Badger Area Community Fund Badger Education Fund Badger Veteran’s Memorial Fund Bagley Area Community Fund Bagley Area Scholarship Fund Bagley Beautification Fund Bagley Community Playground Fund Bagley Education Fund Bagley Technology Advancement Fund Nola Ellis Memorial Fund Bemidji Area Community Fund Bemidji Jaycees Education and Scholarship Fund Earle and Mariann Dickinson Family Education Fund Rosselet-Hickey Charitable Fund Blackduck Area Community Fund Blackduck Academic and Character Scholarship Fund Crookston Area Community Fund Crookston Arena Fund Fertile-Beltrami Area Community Fund Fisher Area Community Fund Fosston Area Community Fund Arvid Clementson Veterans’ Memorial Fund Cameron Badurek Peace Award Fund Dean and Joyce McNelly Vocational Scholarship Fund Dean Clementson Scholarship Fund East Polk Heritage Center Fund First Care Fosston Area Fund Fosston 21st Century Fund Fosston Education Foundation Fund Fosston Livestock Shipping Association Animal Science Scholarship Fund Jim Miller Memorial Math Scholarship Fund LuVerne Trogstad Education and Scholarship Fund Terry Stout Memorial Scholarship Fund Vikan Scholarship Fund Greenbush Area Community Fund Greenbush Education Fund Keith and Ellen Kapphahn Family Scholarship Fund

19

Mahnomen Area Community Fund Mahnomen Health Care Fund Park Rapids Area Community Fund Fireworks Fund Heartland Homes Fund Hewitt Family Charitable Fund Kinship of Park Rapids Fund Matthew Spangler Hockey Fund Park Rapids Education & Activities Fund Park Rapids Area Drug-Alcohol Awareness Fund Park Rapids Early Childhood Initiative Fund Park Rapids Memorial Scholarship Fund Park Rapids Rotary Charitable Fund Positively Park Rapids Fund Red Lake Band of Chippewa Indians Red Community Fund Red Lake Band of Chippewa Indians Education Fund Red Lake Band of Chippewa Indians Recovery and Renewal Fund Red Lake Tribal Information Center, Archives, & Library Fund Youth Initiative Fund Red Lake Falls Area Community Fund Kim Knaack Music Fund Roseau Area Community Fund A.J. and Eleanor Kramer Scholarship Fund Charles “Nick” Peterson Memorial Fund Four Season Senior Center Fund Joseph Schneider Scholarship Fund Malung PTO Scholarship Fund Marian Foley Memorial Fund Marvin LaRue Memorial Fund Roseau Adult Education Fund Roseau Area Community & Education Fund Roseau Area Friends of the Library Fund Roseau Lions Club Scholarship Fund Roseau Parks & Recreation Fund Wannaska PTO Scholarship Fund Stephen Area Endowment Fund Robert C. and Mona Rae Johnson Family Charitable Fund Stephen Area Golf Fund Stephen Curling Fund Twin Valley Area Community Fund Joseph Urdahl Memorial Fund

New, Community & Component Funds


Fiscal Year 2010 July 1, 2009 - June 30, 2010 Warren Area Community Fund

Full Stride Fund

Warroad Area Community Fund Ann and Les Henderson Scholarship Fund Betty Bahnmiller Memorial Fund Bruce and Ellen Atwater Education Fund Dorrance H. Johnston Scholarship for Engineering Fund Edward and Agnes Brandli Scholarship Fund Farmer’s Union Oil Co. Scholarship Fund Gaylord A. Gunderson Memorial Fund Jennifer Grove Memorial Scholarship Fund Justin Knebel Memorial Fund Katie Jo Olafson Memorial Scholarship Fund Lee Hafdahl Memorial Scholarship Fund Margaret Ann and Paul Samuel Johnson Family Charitable Fund NAPA Ride to Reading Fund Nick Moyer Memorial and Scholarship Fund Nick Moyer Memorial Fund Patrick O’Donnell Memorial Scholarship Fund Rainbow Park Restoration Fund Warroad Early Childhood Initiative Fund Warroad Education Fund Warroad Heritage Center Fund Warroad Lost River Sportsmen Complex Fund Warroad Memorial Arena Fund Warroad Point Area Restoration and Community Recovery Fund Warroad Senior Living Center Fund Warroad Swim Program Fund Warroad Women of Today Community Project Fun

Headwaters Regional Development Commission Headwaters Regional Development Commission Leadership Fund HRDC Successful Communities Challenge Fund

White Earth Reservation Area Community Fund White Earth Oshki Manidoo (New Spirit) Fund

Warren Senior Center Endowment Fund

Community Service Funds Bagley Early Childhood Initiative Fund Beltrami Humane Society Fund Bemidji Area Early Childhood Initiative Fund Clearbrook-Gonvick Early Childhood Initiative Fund Clearwater County Humane Society Fund Crookston Early Childhood Initiative Fund Evergreen House Fund (Bemidji Area) Fertile Armed Forces Veterans Fund Fertile-Beltrami Early Childhood Education Fund

Northwest Minnesota Foundation

Headwaters Unitarian Universalist Fellowship Fund Hopes, Dreams and Smiles Fund Kelliher Area Seniors Fund Lake of the Woods County Humane Society Fund Lake of the Woods Early Childhood Initiative Fund Marshall County Early Childhood Initiative Fund McIntosh Immanuel Cemetery Fund Naytahwaush Area Early Childhood Initiative Norman County East Early Childhood Initiative Fund Nymore Dog Park Fund OPTIONS Fund Ralph and Ruth Shoemate Fund Seniors Trust Fund of Beltrami County Strong Youth Fund Support Our Troops Fund Thief River Falls Early Childhood Initiative Fund Thrive Initiative Fund (Bemidji, Blackduck, Kelliher)

Cultural Funds Beltrami County Historical Society Fund Bemidji Area Arts Endowment Fund Bemidji Community Arts Center Fund Bemidji Community Theater Fund Bemidji Symphony Orchestra Fund Ernie Rall Children’s Performing Arts Fund Everett Wilimek Endowment for Orchestral String Studies Frederick Marshall Fund for the Headwaters School of Music and the Arts H.B. and Ina T. Roholt Family Fund for the Arts Lake Bemidji Summer Opera Festival Fund North Star Arts Fund (Continued on next page)

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2010 Annual Report (Continued from previous page)

Paul Bunyan Playhouse Fund Richard and Pam Nelson Family Fund for the Visual Arts Sandy Kaul Fund for the Arts

Bemidji Area Public Library Foundation Fund Dorothy Breen Fund for the Visually Impaired Hazel I Shimmin Fund Ruth Stenerson Project Support Fund Clearbrook-Gonvick Performing Arts Fund Lake of the Woods County Historical Society Fund Roseau County Historical Society Fund Two Rivers Area Theatre Endowment and Project Fund Two Rivers Area Theatre Scholarship Fund

Donor Advised Funds Backstrom Family Charitable Fund Baer Family Fund Fourth & Robbins Fund

Bun and Alvera Fortier Scholarship Fund Des Sagedahl Scholarship Fund First National Bank Bonspiel Fund Food Service Fund General Scholarship Fund George Pelawa-Calgary Flames Education Fund Heidi Bitzer McClure Memorial Scholarship Fund Joe Plummer Music Fund John F. Breen Scholarship Fund K.E. “Red” Wilson Athletic Fund Lumberjack Security Bank Scramble Fund Pat Campbell String Fund Ray F. Breen Scholarship Fund Rick Lee Memorial Fund Tom Gardner Memorial Fund Troy Nelson Memorial “Character” Scholarship Fund

Clearbrook-Gonvick Education Fund Clearbrook-Gonvick Playground Fund Mary Jo Klinger Scholarship Fund Olga Peterson Scholarship Fund Swanson Family Fund Thorbeck Field Fund

John and Eloise Ostrem Charitable Fund

District #593 (Crookston) Education Foundation Fund Frances Drivold Special Education Fund

Meade Family Fund

East Polk County Fair Scholarship Fund

Ole and Ruth Tweet Family Fund

Heartland Christian Academy Fund

Oja Family Fund

James and Sylvia Sande Scholarship Fund

Robert J. Johnson and Mary L. Johnson Charitable Fund

Julie Holmquist Memorial Scholarship Fund

Rongen Family Fund

Kyle A. Myhre Memorial Fund

Economic Development Funds Park Rapids Revolving Loan Fund Lake of the Woods Industrial Park Development Fund Lake of the Woods Area Industrial Development Fund Lake of the Woods Revolving Loan Fund

Laporte Education Fund Laporte-Benedict VFW Scholarship Fund Community Playground Fund Tonia Johannsen Memorial Fund Lester Norris Dale, MD Scholarship Fund Luther Younggren Memorial Scholarship Fund Laural Capistran Murphy Scholarship Fund

Education Funds Bemidji Lumberjack Foundation Fund Amy Anderson English Fund Bemidji All School Reunion Fund Buck Robbins Scholarship Fund

21

Mahnomen Education Fund Gen. Ike and Maj. Bruce Isaacson Scholarship Fund Leslie Hanson Scholarship Fund Milton Hockel Scholarship Fund Night Riders Sno-Club Scholarship Fund

New, Community & Component Funds


Fiscal Year 2010 July 1, 2009 - June 30, 2010

Merle and Mildred Rundell Education Fund Red Lake Falls Education Fund Richard Bresnahan “Leadership in the Arts” Fund Kris Fontaine Scholarship Fund St Mary’s Mission School Fund Warren-Alvarado-Oslo Education Foundation Fund Lyle H Engelstad Scholarship Fund Music Advancement Fund Myron and Margaret Carlson Scholarship Fund Wells Academy Fund

Environment & Recreation Funds Bemidji Area Parks and Trails Fund Bemidji City Parks and Trails Operation and Maintenance Fund Bemidji Community Biomes Outdoor Classroom Fund Bemidji Curling Fund Bemidji First City of Lights Fund Bemidji in Bloom Fund Bemidji Sculpture Walk Fund Bemidji Waterfront-Paul and Babe Maintenance Fund Freedom Defenders Veterans’ Memorial Fund Lake Bemidji Waterfront Fund Big Bog State Recreation Area Fund Big Sand Lake Charitable Fund Hubbard County COLA Charitable Fund Grace Lake Charitable Fund Greater Bemidji Outdoor Foundation Fund Lake Plantagenet Charitable Fund Potato Lake Charitable Fund Omdahl Environment and Conservation Fund Rydell Refuge Fund Upper Mississippi Watershed Fund Wetlands Pines & Prairie Audubon Sanctuary (Eldor and Stella Omdahl)

Healthcare Funds

Clearwater Area Health Care Fund Clearwater County Emergency Services Fund Clearwater Health Services Hospice Family Room Fund Clearwater Health Services Cancer Screening Fund Clearwater Hospice Fund Clearwater Senior Care Fund First Care Medical Services Fund First Care Hospice Fund LifeCare Health Fund LifeCare Manor Greenbush Fund LifeCare Hospice Fund LifeCare Manor Roseau Fund Eagles Auxiliary Diabetes & Dialysis Fund Maggie Adams Medical Equipment Fund Parish Nursing Fund Think Pink Breast Cancer Fund Kelliher Area Health Care Fund Kittson Memorial Healthcare Center Foundation Fund North Valley Health Center Fund

Regional Funds Bronko Nagurski Education Fund Courage Center Programs and Camps Fund Giziibii Resource Conservation & Development Fund Ingenuity Frontier Fund Leonard J. and Rosemound Kucera Memorial Scholarship Fund Major Robert Olson Memorial Fund Mike Staples Memorial Scholarship Fund Northwest Minnesota Women’s Fund Northwest Minnesota Women’s Scholarship Fund University of Minnesota Crookston Women’s Scholarship Fund Ruth Edevold Awards for Excellence Ruth Edevold Endowment for Excellence Red River Valley Emerging Leadership Fund

Bridges Medical Services Foundation Fund

Northwest Minnesota Foundation

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Fiscal Year 2010 Annual Report  

Overview, highlights and financials from the past fiscal year at Northwest Minnesota Foundation

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