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2 0 1 2 - 2 0 1 3<br />

A n n ua l R e p o rt<br />

Green/Lafayette Edition<br />

GIVING BACK . . .<br />

GIVING FORWARD


For more than 20 years,<br />

the <strong>Community</strong><br />

<strong>Foundation</strong> <strong>of</strong> <strong>Southern</strong><br />

<strong>Wisconsin</strong> has helped<br />

our neighbors improve<br />

the quality <strong>of</strong> life in our<br />

communities . . .<br />

For good. For ever.<br />

2012-2013<br />

At a Glance<br />

Total Assets:<br />

$35.2 million<br />

Number <strong>of</strong> Funds:<br />

544<br />

Total Contributions:<br />

$4.4 million<br />

Number <strong>of</strong> donations:<br />

5,796<br />

Total Grants Awarded:<br />

$1.66 million<br />

Number <strong>of</strong> Grants:<br />

829<br />

Total Scholarships Awarded:<br />

$610,500<br />

Number <strong>of</strong> Scholarships:<br />

399<br />

Cover: Members <strong>of</strong> the Monroe<br />

High School Investment Club.<br />

Story and photo identification on<br />

page 4.<br />

2012-2013<br />

Giving Back . . . Giving Forward<br />

T<br />

echnology in the classroom<br />

is just a sign <strong>of</strong> the everchanging<br />

needs <strong>of</strong> our<br />

schools and communities.<br />

To meet those needs, the <strong>Community</strong><br />

<strong>Foundation</strong> <strong>of</strong> <strong>Southern</strong> <strong>Wisconsin</strong><br />

encourages donors, and school and<br />

community leaders to consider the power<br />

<strong>of</strong> endowment funds. We only need look<br />

at our own history to make our case.<br />

Twenty-plus years after our founding,<br />

grants and scholarships from<br />

endowments at the <strong>Community</strong> <strong>Foundation</strong> reach into every segment <strong>of</strong> our<br />

communities opening doors and changing lives.<br />

The <strong>Community</strong> <strong>Foundation</strong> supports communities in nine counties –<br />

Crawford, Grant, Green, Iowa, Lafayette, Rock, Sauk, Vernon and Walworth.<br />

Matching personal philanthropy with community need through endowment<br />

building in this area is our mission.<br />

We can all give back to our community by contributing to <strong>Community</strong><br />

<strong>Foundation</strong> endowed funds that will give forward to all future generations—<br />

for good for ever.<br />

Steve Sheiffer, Board Chair<br />

Table <strong>of</strong> Contents<br />

Sue Conley, Executive Director<br />

Green County Humane Society Endowment 3<br />

Monroe High School Investment Club Gives Back 4<br />

Blanchardville/Monticello 5<br />

New Funds 6<br />

Spirit <strong>of</strong> Philanthropy Awards 7<br />

Green and Lafayette County Funds 8<br />

Heritage Society 9<br />

Financial Summary 10<br />

Board <strong>of</strong> Directors 11<br />

Staff 12<br />

2 Giving Back . . . Giving Forward


2012-2013<br />

Green County Humane Society Endowment<br />

Endowment Supports New Animal Shelter<br />

Fund<br />

P<br />

Goes Hand in Hand with Capital Campaign<br />

lanning for the future was important to the<br />

project leaders <strong>of</strong> the new Green County<br />

Humane Society building. With long-term<br />

needs in mind, they proposed a nearly 14,000<br />

square foot building, more than four times the<br />

size <strong>of</strong> the Society’s old facility. Planning for the support<br />

and maintenance <strong>of</strong> their upgraded operations was<br />

important, too. So before construction began, they created<br />

an endowment fund.<br />

“Any 501(c )(3) needs assurance that it can maintain itself in<br />

the future,” said John Baumann, chair <strong>of</strong> the Humane<br />

Society’s capital campaign. “I really feel the endowment is<br />

an insurance policy for the long-term survival <strong>of</strong> the<br />

organization.”<br />

In addition, Baumann believed that the $900,000 capital<br />

John Baumann, center, presents a check<br />

for the GCHS Endowment Fund to Linda<br />

Gebhardt, left, and Ron Spielman, right.<br />

campaign would have more success if leaders showed the foresight to create the endowment right away. “Some<br />

key stakeholders wanted assurance <strong>of</strong> the Humane<br />

Society’s staying power,” he said. “The<br />

endowment gave donors confidence in the capital<br />

campaign.”<br />

Bauman, the CEO <strong>of</strong> Colony Brands <strong>of</strong> Monroe, led<br />

by example. Last December, Colony Brands made<br />

a gift <strong>of</strong> $400,000 to the Green County Humane<br />

Society Endowment Fund. In addition, Colony<br />

Brands employees selected the Endowment Fund<br />

as the recipient <strong>of</strong> $27,000 <strong>of</strong> their earned service<br />

allocations.<br />

“We want to make sure this state-<strong>of</strong>-the-art facility<br />

is around for many years to come,” said Baumann.<br />

Janean Boss, left, certified veterinary technician, and Dr. Hadley<br />

DeJaynes, right, veterinarian, finish an exam on a resident in the Green<br />

County Humane Society’s new Intake Room. The Intake Room is used<br />

for animal evaluations, vaccinations, and veterinarian visits.<br />

The Humane Society moved into their new facility<br />

in January. The endowment fund stands as a ready<br />

resource ensuring that the Society can carry out its<br />

mission <strong>of</strong> advocacy for companion animals far into<br />

the future.<br />

www.cfsw.org 2012-2013 Annual Report 3


2012-2013<br />

Investment Club Gives Back<br />

High School Students Learn to Invest and Give<br />

Monroe<br />

M<br />

High School Alumnus Supports Investment Education<br />

Bob Olson<br />

onroe High School Alumnus Bob Olson thought it was important for students to learn how to be<br />

both good investors and good philanthropists. So he created an endowment fund that allows<br />

Monroe High School (MHS) students to do both.<br />

Formed in 2006, the MHS Investment Club recommends investments for the $30,000 endowment<br />

created by Olson and makes grant awards from the Fund. The grants, made in accordance with the <strong>Community</strong><br />

<strong>Foundation</strong>’s spending policy, have supported Project Lead the Way classes at the high school, a nonpr<strong>of</strong>it child care<br />

Monica Sefcik, MHS Investment<br />

Club member, shows <strong>of</strong>f the first<br />

hard copy <strong>of</strong> an annual report<br />

received by the Club.<br />

center and homeless families in Monroe.<br />

Just like the grant-making, the Club’s investment activities are not a simulation.<br />

“My vision for the Club was to not only include the stock selection process, but to use real<br />

money,” said Olson, a retired paper company executive.<br />

The result is some dramatic real-world experiences for club members. An investment in<br />

AMCORE a few years ago came to nothing when the bank and trust company was shut down<br />

and sold. But recent investments in AT&T, Johnson & Johnson and Pfizer have yielded high<br />

returns.<br />

The ups and downs <strong>of</strong> the fund’s portfolio do not bother Olson, who does not intervene in<br />

the Club’s investment decisions. “I hope that they would learn that it is part <strong>of</strong> the risk and<br />

reward process that goes along with investing,” he said. “It is a gradual learning process<br />

that I hope will stay with these young people as they enter the adult world. Then, they can<br />

decide for themselves if they want to be an investor.”<br />

From the Cover<br />

Monroe High School Investment Club members with <strong>Community</strong> <strong>Foundation</strong> <strong>of</strong> <strong>Southern</strong> <strong>Wisconsin</strong> Representatives Linda<br />

Gebhardt and Ron Spielman at the Club’s annual grant-making meeting. The Club is advised by Sherri Hendrickson,<br />

not pictured.<br />

Creating a Fund<br />

Creating a fund with the <strong>Community</strong> <strong>Foundation</strong> is an easy and efficient way to manage your charitable giving. Donors can both<br />

personalize the fund and enjoy a variety <strong>of</strong> benefits from their <strong>Community</strong> <strong>Foundation</strong> affiliation.<br />

Fund creators have many choices. You may set up your fund with stocks, bonds, real estate, personal property or cash. You may<br />

name your fund for you, your family or business, or in honor <strong>of</strong> any person or organization you choose. You recommend uses for<br />

the fund, supporting the causes and organizations you care about most.<br />

In return, you receive tax benefits in the year your gift is made. The <strong>Community</strong> <strong>Foundation</strong> handles all the administrative details<br />

and, in accordance with our investment policy, issues grants to charities in the name <strong>of</strong> the fund you establish.<br />

If you create an endowment, your gift and all <strong>of</strong> its future earnings becomes a permanent source <strong>of</strong> capital benefiting your<br />

community causes forever.<br />

4 Giving Back . . . Giving Forward


2012-2013<br />

Blanchardville/Monticello<br />

Applying for a Grant or<br />

Scholarship<br />

Blanchardville<br />

O<br />

Honors Site <strong>of</strong> Ryan Hotel<br />

ver the past few years, the Blanchardville community has rallied<br />

to address the consequences <strong>of</strong> a tragic 2009 fire that killed four<br />

and destroyed a historic downtown hotel. This June, with<br />

support from the Blanchardville/Hollandale Area Fund, Ryan<br />

Hotel Park was dedicated. The park commemorates the history <strong>of</strong> the hotel,<br />

built in 1904, while adding beauty and function to a historic and visible corner<br />

<strong>of</strong> the downtown.<br />

Nonpr<strong>of</strong>it organizations are always<br />

welcome to apply for grants from<br />

any <strong>of</strong> the <strong>Community</strong> <strong>Foundation</strong><br />

funds for which they may be<br />

eligible. Grant application<br />

deadlines vary. Start at the home<br />

page <strong>of</strong> the <strong>Community</strong><br />

<strong>Foundation</strong>’s website,<br />

www.cfsw.org. Under the Grants<br />

tab find your county. Each county<br />

page has a list <strong>of</strong> funds that use a<br />

competitive grant selection<br />

process. The Open Grant<br />

Applications page, also in this<br />

section, will tell you what’s in<br />

season and link you to qualification<br />

information and the application<br />

form.<br />

For information about scholarships<br />

that you may be eligible for, click<br />

on the Scholarships tab and choose<br />

from the drop-down menu. You<br />

will be taken to a menu <strong>of</strong><br />

scholarship opportunities with<br />

instructions on how to apply.<br />

Monticello Advisory Board Leads<br />

School<br />

I<br />

Supply Drive<br />

n addition to making grants to the<br />

Monticello schools, the volunteer advisory<br />

board members <strong>of</strong> the Monticello<br />

Excellence in Education Fund lead an annual<br />

school supply drive for Monticello schoolchildren. In<br />

Fall 2012, the highly successful drive was done in<br />

partnership with Gempeler’s Supermarket. Packing<br />

backpacks at right are Carol Strause, Amy Waddell,<br />

Linda Gebhardt <strong>of</strong> the <strong>Community</strong> <strong>Foundation</strong>, Don<br />

Roe, Lois Hopkins and Melody Flesher.<br />

www.cfsw.org 2012-2013 Annual Report 5


Crawford County<br />

2012-2013<br />

New Funds<br />

Doug and Janice Steinback Family Scholarship Fund<br />

Grant County<br />

Freudenreich Animal Care Fund<br />

Component <strong>of</strong> the Iowa-Grant Educational <strong>Foundation</strong>:<br />

Tanner Merwin Memorial Scholarship Fund<br />

Component <strong>of</strong> the Lancaster <strong>Community</strong> Fund Family <strong>of</strong> Funds:<br />

Lancaster Emergency Assistance Fund<br />

Component <strong>of</strong> the Platteville <strong>Community</strong> Fund Family <strong>of</strong> Funds:<br />

Cushman Music in the Park Fund<br />

Platteville Library <strong>Foundation</strong> Fund<br />

Components <strong>of</strong> the PHS Scholarship Family <strong>of</strong> Funds:<br />

Schaefer Family Farm Endowed Scholarship Fund<br />

Tranel Family Scholarship Fund<br />

Tribute to St. Mary School Endowment Scholarship Fund<br />

Frank and Dona L<strong>of</strong>y Tribute to St Mary School<br />

Scholarship Fund in Honor <strong>of</strong> Paul, Peter, Mary &<br />

Patrick L<strong>of</strong>y<br />

Doug and Janice Steinback Family Scholarship Fund<br />

Dr. Charles Young and Mr. William Young Memorial Scholarship<br />

Green County<br />

Forrest and Mildred Kubly Fund<br />

John F. (Jack) and Marian L. Kundert Fund<br />

Component <strong>of</strong> the Monroe Fund Family <strong>of</strong> Funds:<br />

Rudolph "Buzz" and Susan Regez Charitable Fund<br />

New Glarus Library Capital Fund<br />

New Glarus Library Operations Fund<br />

New Glarus Library Endowment Fund<br />

Frances Mae Rufi Scholarship Fund<br />

Jack and Marian<br />

Kundert, at left, created<br />

a planned gift that, after<br />

both their lifetimes, will<br />

support four charitable<br />

causes they care deeply<br />

about.<br />

Iowa County<br />

Listed by county served.<br />

Endowed funds are in purple text.<br />

Component <strong>of</strong> the Iowa-Grant Educational <strong>Foundation</strong>:<br />

Tanner Merwin Memorial Scholarship Fund<br />

Doug and Janice Steinback Family Scholarship Fund<br />

Dr. Charles Young and Mr. William Young Memorial Scholarship<br />

Lafayette County<br />

Argyle Firemen Fund<br />

Sadie Clotho Charitable Fund<br />

Doug and Janice Steinback Family Scholarship Fund<br />

Rock County<br />

John & Joanne Anderson Fund for HealthNet <strong>of</strong> Rock County<br />

Diversity Action Team <strong>of</strong> Rock County Fund<br />

Component <strong>of</strong> the Edgerton <strong>Community</strong> Fund Family <strong>of</strong><br />

Funds:<br />

Jim "Plugger" Plautz Endowment Fund<br />

Donald W. Helgesen Advised Fund in memory <strong>of</strong> Lisa Helgesen<br />

Hatcher<br />

Janesville Basketball Association Fund<br />

Sauk County<br />

Components <strong>of</strong> the <strong>Wisconsin</strong> Dells Education <strong>Foundation</strong><br />

Family <strong>of</strong> Funds:<br />

<strong>Wisconsin</strong> Dells Education <strong>Foundation</strong> Scholarship Fund<br />

Bank <strong>of</strong> <strong>Wisconsin</strong> Dells Scholarship Fund<br />

Laina Bailey Memorial Scholarship Fund<br />

Owen Gromme Art Scholarship Fund<br />

John James Memorial Scholarship Fund<br />

Heather Johnson Memorial Scholarship Fund<br />

Kalahari Culinary Scholarship Fund<br />

Fred Reineking Spade Award Fund<br />

John E Mackesey, Eva Ramsey, Carl R Seger Academic<br />

Scholarship Fund<br />

Rita Schoeneman Scholarship Fund<br />

Tim and Debbie T<strong>of</strong>son Scholarship Fund<br />

Village <strong>of</strong> Lake Delton Scholarship Fund<br />

<strong>Wisconsin</strong> Dells Visitor and Convention Bureau<br />

Scholarship<br />

Vernon County<br />

Hillsboro Scholarship Fund<br />

Hillsboro Excellence In Education Scrip Fund<br />

Walworth County<br />

John & Joanne Anderson Fund for Fellow Mortals, Inc.<br />

6 Giving Back . . . Giving Forward


T<br />

he<br />

2012-2013<br />

Spirit <strong>of</strong> Philanthropy Awards<br />

annual Spirit <strong>of</strong> Philanthropy Awards recognize <strong>Foundation</strong> volunteers who lead and live philanthropic<br />

lives. Recipients are honored for giving consistently and generously <strong>of</strong> their time and resources, for<br />

making things happen in their communities, and for encouraging others to do likewise. Awards are given<br />

in each <strong>of</strong> the <strong>Community</strong> <strong>Foundation</strong>’s three service regions.<br />

Green/Lafayette Award Winner: Charlie Baumann<br />

Charlie Baumann, <strong>of</strong> Monroe, has a heart for education. So much so that a few<br />

years ago, Baumann left his executive position at Colony Brands to become a<br />

math teacher at Monroe Middle School.<br />

But Baumann’s commitment to education doesn’t end in the classroom. For<br />

the past three years, he has chaired the annual “Steak ‘n Shake” fundraiser for<br />

the Monroe Excellence in Education (EIE) Fund bringing in more than $40,000<br />

for the Fund.<br />

“Charlie’s organizational and business skills make this the easiest fundraising<br />

event to put together in our area,” said Linda Gebhardt, Green/Lafayette donor services representative.<br />

In addition to chairing “Steak ‘n Shake,” Baumann is serving his second three-year term as a Monroe EIE advisory<br />

board member and just completed a term as the Fund’s chair. Last year the Monroe EIE Fund awarded more<br />

than $13,000 in grant support for educational programs in the Monroe School District, the most <strong>of</strong> any education<br />

fund in the <strong>Community</strong> <strong>Foundation</strong>’s nine-county service area. Among the awards was a grant that provides for<br />

an iPad for every Monroe sixth grader.<br />

"Getting involved with EIE was a no-brainer,” said Baumann, whose education advocacy efforts began with a<br />

school referendum initiative <strong>of</strong> a few years ago. “I was aware <strong>of</strong> the need for funds to support innovative<br />

projects and teaching strategies. With two <strong>of</strong> my own kids in the Monroe school system, putting my efforts<br />

toward EIE was a natural.”<br />

Charlie Baumann, pictured<br />

above with Linda Gebhardt, was<br />

recognized for his leadership <strong>of</strong><br />

the Monroe Excellence in<br />

Education Fund and its annual<br />

“Steak and Shake” fundraiser<br />

which has raised more than<br />

$40,000 for the Fund.<br />

Southwest Award Recipient: Cindy Tang<br />

Cindy Tang, above right, was recognized<br />

for her leadership <strong>of</strong> the PHS Scholarship<br />

Fund. Tang also serves on the boards <strong>of</strong><br />

the Platteville <strong>Community</strong> Fund and the<br />

<strong>Community</strong> <strong>Foundation</strong>. Shown with<br />

Tang above is Eileen Nickels, chair <strong>of</strong> the<br />

Platteville <strong>Community</strong> Fund.<br />

Rock/Walworth Award Recipient:<br />

Nancy Nelson<br />

Nancy Nelson, above left with Jane<br />

Maldonis, was recognized for her<br />

leadership <strong>of</strong> the Evansville Fund and<br />

its annual Chocolate Extravaganza<br />

fundraiser.<br />

www.cfsw.org 2012-2013 Annual Report 7


2012-2013<br />

Green and Lafayette County Funds<br />

Green/Lafayette Funds Advised by Local Leaders<br />

Argyle <strong>Community</strong> Fund<br />

Argyle Excellence in Education Fund<br />

Benton <strong>Community</strong> Fund<br />

Black Hawk Excellence in Education Fund<br />

Blanchardville/Hollandale Area Fund<br />

Darlington Area <strong>Community</strong> Fund<br />

Darlington Excellence in Education Fund<br />

Monroe Fund<br />

Monroe High School Investment Club Fund<br />

Monroe Excellence in Education Fund<br />

Ways to Give<br />

Monticello Excellence in Education Fund<br />

New Glarus <strong>Community</strong> <strong>Foundation</strong><br />

New Glarus Excellence in Education Fund<br />

Pecatonica Excellence in Education Fund<br />

Shullsburg Fund<br />

South Wayne Area <strong>Community</strong> Fund<br />

Linda Gebhardt, left, is the<br />

donor services representative<br />

for Green, Lafayette, and<br />

eastern Iowa counties.<br />

Contact her at 608.328.4060<br />

or linda@cfsw.org<br />

Donors to new or existing funds held by the<br />

<strong>Community</strong> <strong>Foundation</strong> have many choices in how<br />

they give.<br />

Gifts <strong>of</strong> cash are the most popular and can be made<br />

by check or credit card. Checks to any existing fund<br />

may always be sent to the <strong>Community</strong> <strong>Foundation</strong>’s<br />

Janesville <strong>of</strong>fice, 26 S. Jackson St., Janesville, WI<br />

53548. Indicate which fund you are supporting. To<br />

make a safe and easy credit card donation, go to<br />

www.cfsw.org and click on the Give Now button.<br />

We also accept many other forms <strong>of</strong> gifts such as<br />

stocks, bonds, real estate, and personal property.<br />

Donors also may transfer assets accumulated in a<br />

qualified retirement plan or IRA account.<br />

Another way to give to the <strong>Community</strong> <strong>Foundation</strong><br />

is to make a bequest in your will. You may wish to<br />

designate a set amount or a percentage <strong>of</strong> your<br />

estate to one or more charitable funds <strong>of</strong> your<br />

choosing. Giving from an estate may include<br />

options <strong>of</strong> additional resources such as life<br />

insurance.<br />

We are always happy to discuss gift options and<br />

potential tax benefits with you and your<br />

pr<strong>of</strong>essional advisor. Contact Linda Gebhardt at<br />

608.328.4060.<br />

New Glarus<br />

Students Take<br />

the Classroom<br />

Outside<br />

N<br />

ew Glarus sixth graders enjoyed an annual three-day<br />

field trip to Wyalusing State Park and Stonefield Village<br />

last spring, thanks, in part, to the support <strong>of</strong> the<br />

New Glarus Excellence in Education Fund. The students<br />

explored <strong>Wisconsin</strong> history, the natural environment and the<br />

geography <strong>of</strong> the area they live in.<br />

“During this time, we are able to work with the students in ways we<br />

cannot if we are at school,” said Ken Brunner, sixth grade teacher.<br />

“What we have learned is that many <strong>of</strong> our students had little<br />

knowledge <strong>of</strong> what life was like living in <strong>Wisconsin</strong> when it was first<br />

settled.”<br />

Extending learning opportunities beyond the classroom door is part<br />

<strong>of</strong> the mission <strong>of</strong> Excellence in Education funds. Consider giving<br />

your local EIE your support this year.<br />

8 Giving Back . . . Giving Forward


2012-2013<br />

Heritage Society<br />

Giving Back . . . Giving Forward<br />

The Heritage Society was created to honor donors who have established an endowed fund with the <strong>Community</strong><br />

<strong>Foundation</strong> during their lifetime or included the <strong>Community</strong> <strong>Foundation</strong> in their estate plans.<br />

The following donors have accepted their invitation to join the Heritage Society:<br />

Rock/Walworth Counties<br />

Barbara L. Adams, Janesville<br />

William and Mary Ann Alt, Evansville<br />

Mary F. Anderson, Janesville<br />

Carol and Norman Aulabaugh, Orfordville<br />

William and Thea Brunsell,<br />

Evansville<br />

Mary B. Byers, Glenview, IL<br />

George and Harriet Christopherson,<br />

Janesville<br />

Sue Conley, Janesville<br />

Karel and Jim Cripe, Janesville<br />

Betty and Alan Dunwiddie,<br />

Janesville<br />

Christopher Eager and Denise<br />

Janssen Eager, Evansville<br />

Linda Fredell, Janesville<br />

Joshua Gray, Janesville<br />

James M. Hall, Cincinnati, OH<br />

Dean and Lynn Hanson, Laredo, TX<br />

Jean and John Henderson, Elkhorn<br />

John and Kathryn Houseman,<br />

Janesville<br />

Kathleen M. Jelinek, Sheboygan<br />

Charles A. Knipp, Madison<br />

Jane Maldonis, Janesville<br />

David and Laura Manke, Milton<br />

Ruth Ann Potts, Janesville<br />

Kathryn Shebiel, Janesville<br />

Gary L. Smith, Janesville<br />

Elaine Strassburg, Janesville<br />

David and Lori Warren, Milton<br />

Robert G. Yahr, Janesville<br />

Steve and Ardis Zwicky, Evansville<br />

Above are Mike and Norah<br />

Sanders <strong>of</strong> Monroe. The<br />

couple have included the<br />

Monroe Fund, the Monroe<br />

EIE Fund, and the Legacy<br />

Fund for <strong>Community</strong><br />

<strong>Foundation</strong> Operations in<br />

their wills.<br />

Green/Lafayette Counties<br />

Marien Burkhardt,† Monroe<br />

Robert and Peggy Cullen, St. James City, FL<br />

Rudy and Linda Gebhardt, Argyle<br />

Dick Jaeger, Blanchardville<br />

Lois Kaster, Monroe<br />

Hans and Helen Kneubuhler, Monroe<br />

Robert & Sonja (Reinmann) Rackow, Monroe<br />

John and Helen Ponyicsanyi, Orfordville<br />

Richard W. Rote, Monroe<br />

Norah and Michael Sanders, Monroe<br />

Richard J. Sarles, Rockford, IL<br />

Elda Schiesser, New Glarus<br />

Linda E. Schiesser, New Glarus<br />

Curt Schwerin, Monroe<br />

Jennifer and Ron Spielman, Monroe<br />

Patrick and Carolyn Webber, Davenport, IA<br />

Michael and Joanne Weeden, Monroe<br />

Southwest <strong>Wisconsin</strong><br />

Barry Brodbeck, Platteville<br />

Robert Brodbeck, Platteville<br />

W. Phil & Barbara Karrmann, Platteville<br />

Kristin Karrmann & Art Pronschinske, Platteville<br />

Rebecca Lewis,† Platteville<br />

Peg Morse,† Lancaster<br />

Ray and Rosa Ropers, Waunakee<br />

Cindy Tang, Platteville<br />

Keith† and Emily Tiedemann, San Francisco, CA<br />

Jan and Gene Weber, Platteville<br />

†Deceased<br />

Bolded names signify current or former corporate or<br />

advisory board members and staff.<br />

www.cfsw.org 2012-2013 Annual Report 9


2012-2013<br />

Financial Summary<br />

Donations to the <strong>Community</strong> <strong>Foundation</strong> <strong>of</strong> <strong>Southern</strong> <strong>Wisconsin</strong> are pooled for investment purposes with total returns<br />

allocated to each component fund. Component funds <strong>of</strong> the <strong>Community</strong> <strong>Foundation</strong> benefit from the greater<br />

diversification and effectiveness that the pool provides, more than would be possible for single funds.<br />

The Asset Management Committee <strong>of</strong> the <strong>Community</strong> <strong>Foundation</strong> monitors the performance <strong>of</strong> our investments in<br />

conjunction with a team <strong>of</strong> investment managers from area financial institutions. Our investment managers are from<br />

BMO Harris Bank N.A., First National Bank & Trust-Beloit, Johnson Bank, Union Bank & Trust, US Bank, and <strong>Wisconsin</strong><br />

Bank & Trust.<br />

All financial information represents figures as <strong>of</strong> fiscal years ending June 30.<br />

Condensed Statements <strong>of</strong> Activities<br />

2013 2012<br />

Revenues and gains<br />

Contributions $ 4,479,619 $ 3,757,964<br />

Investment & other revenue $ 3,210,413 $ 645,597<br />

Total revenues and gains $ 7,690,032 $ 4,403,561<br />

Grants and expenses<br />

Grants & program expenses $ 2,742,476 $ 2,463,122<br />

Management and general $ 288,269 $ 269,304<br />

Fundraising $ 81,750 $ 76,884<br />

Total grants and expenses $ 3,112,495 $ 2,809,310<br />

Increase in net assets $ 4,577,537 $ 1,594,251<br />

Net assets start <strong>of</strong> year $ 26,639,345 $ 25,045,094<br />

Net assets end <strong>of</strong> year $ 31,216,882 $ 26,639,345<br />

12.0%<br />

10.0%<br />

8.0%<br />

6.0%<br />

4.0%<br />

2.0%<br />

0.0%<br />

Operational Expenses as<br />

a percentage <strong>of</strong> assets<br />

1.94% 2009<br />

1.52% 2010<br />

1.29% 2011<br />

1.38% 2012<br />

1.26% 2013<br />

Year<br />

ended<br />

Investment Performance<br />

Total Assets<br />

2009 $20,147,686<br />

2010 $24,567,469<br />

2011 $28,806,296<br />

2012 $30,351,436<br />

2013 $35,220,164<br />

1 Year 3 Year 5 Year 7 Year 10 Year<br />

Actual Investment Returns<br />

Benchmark - 60% Wilshire/40% Barclay Inter Govt/Credit Bond<br />

Assets and Grants by Fund Type<br />

Total Assets $35,220,164 Total Grants & Scholarships $2,271,355<br />

Unrestricted Field <strong>of</strong> Interest Scholarships Designated Donor Advised Organization<br />

Assets 19%* Assets 6% Assets 29% Assets 15% Assets 13% Assets 18%<br />

Grants 9% Grants 8% Scholarships 27% Grants 22% Grants 23% Grants 11%<br />

Advisory boards Donors support Most scholarship Donors choose Donors recommend Founded to support<br />

recommend causes rather awards are specific nonpr<strong>of</strong>it grants to charitable specific organizations<br />

grants to address than specific presented to high organizations organizations. with annual grant<br />

current needs. organizations. school graduates. to receive ongoing awards.<br />

Includes<br />

support.<br />

community funds.<br />

10 Giving Back . . . Giving Forward<br />

*10% <strong>of</strong> the unrestricted assets are in charitable remainder trusts and are not yet making grants.


2012-2013<br />

Board <strong>of</strong> Directors<br />

Bobbie Bernet<br />

Green County<br />

Retired Postmaster<br />

Laura Carney<br />

Rock County<br />

Nurse Practitioner<br />

Alan Dunwiddie,<br />

Director Emeritus<br />

Rock County<br />

Jim Finley, Past Chair<br />

Green County<br />

Retired, <strong>Wisconsin</strong><br />

Bank & Trust<br />

Carol Hatch<br />

Rock County<br />

Attorney,<br />

Nowlan & Mouat<br />

Dick Jaeger, Secretary<br />

Lafayette County<br />

Retired<br />

Sharon Kennedy<br />

Rock County<br />

Retired, Blackhawk<br />

Technical College<br />

Bill McDaniel<br />

Lafayette County<br />

Attorney, Johnson,<br />

Kranz & McDaniel<br />

Joseph Nemeth<br />

Rock County<br />

COO,<br />

MercyCare Health Plans<br />

Steve Olsen, Treasurer<br />

Rock County<br />

Trust Officer, First<br />

National Bank & Trust<br />

Dawn Ripkey<br />

Walworth County<br />

Regional Director,<br />

BMO Private Bank<br />

Steve Sheiffer, Chair<br />

Rock County<br />

Retired, Janesville<br />

City Manager<br />

Ron Spielman, Vice Chair<br />

Green County<br />

Special Project Advisor,<br />

Monroe Clinic<br />

Cindy Tang<br />

Grant County<br />

Consultant<br />

Former Corporate Board Members 1992-2012<br />

George Brunner<br />

Robert Collins<br />

John Condon<br />

James Cripe*<br />

Barbara Daus<br />

David Deininger<br />

Alfred Diotte†<br />

Jane Dunk<br />

Alan Dunwiddie*<br />

DeEtte Beilfuss Eager<br />

Gregory Galvan<br />

Patricia Graham<br />

Richard Gruber<br />

Melita Grunow<br />

Patricia Guttenberg<br />

James Hartwig<br />

Rhonda L. Hartwig<br />

Linda Heckert<br />

Geraldine Hedberg†<br />

John Henderson<br />

Margaret Hollenberger<br />

Ann Johnson<br />

Marshall Johnston†<br />

Martin Kennedy*†<br />

Sharon Kennedy<br />

Stephen King<br />

John Kundert†<br />

Robert Lisser<br />

Tina Lorenz<br />

David MacDougall<br />

Timothy McGettigan<br />

Lance McNaughton<br />

Lois Merrill<br />

Carolyn Mowbray<br />

Joan M. Neeno<br />

Jane Nelson<br />

Phillip Reuter*†<br />

Rod Roggensack<br />

Rick Rolfsmeyer<br />

Ray Ropers<br />

Tom Rowe<br />

Mike Sanders<br />

Janice Schmidt<br />

Frank Scott<br />

Elizabeth Siegert<br />

Gary L. Smith*<br />

James Stauff†<br />

George K. Steil, Sr.†<br />

John Steil*<br />

Lisa Stevens<br />

Donald Templin<br />

Cere Turner<br />

† Deceased<br />

*Founding board members<br />

www.cfsw.org 2012-2013 Annual Report 11


NON-PROFIT ORG<br />

US POSTAGE<br />

PAID<br />

JANESVILLE, WI<br />

PERMIT NO 1081<br />

ADDRESS SERVICE REQUESTED<br />

Special thanks to Wegner CPAs for<br />

sponsoring this annual report<br />

Confirmed in Compliance<br />

with National Standards for<br />

U.S. <strong>Community</strong> <strong>Foundation</strong>s<br />

Contact us<br />

www.cfsw.org<br />

In Janesville<br />

26 S. Jackson St., Janesville, WI 53548 608-758-0883 toll-free 1-800-995-2379 FAX 608-758-8551<br />

Sue Conley, Executive Director, sueconley@cfsw.org<br />

Tina Lorenz, Chief Financial Officer, tina@cfsw.org<br />

Jane Maldonis, Rock/Walworth Donor Services Representative, jane@cfsw.org<br />

Christine Moore, Communications Director, christine@cfsw.org<br />

Lindsey Hulstrom, Grant and Scholarship Manager, lindsey@cfsw.org<br />

Lannie Troon, Administrative Assistant, lannie@cfsw.org<br />

In Monroe<br />

<strong>Wisconsin</strong> Bank & Trust, 2nd floor, 1717 10th St., P.O. Box 733, Monroe, WI 53566 608-328-4060<br />

Linda Gebhardt, Green/Lafayette Donor Services Representative, linda@cfsw.org<br />

Kristine O’Connor, Administrative Assistant, kristine@cfsw.org<br />

In Platteville<br />

P.O. Box 81, Platteville, WI 53818 608-778-3344<br />

Barb Daus, Southwest <strong>Wisconsin</strong> Donor Services Representative, barb@cfsw.org<br />

Giving Back . . . Giving Forward<br />

Developing Imaginations<br />

Benton Elementary School fourth graders, at left,<br />

entranced by the “Four Wishes” theatrical<br />

presentation at Sinsinawa Mound. The presentation<br />

was funded by a grant to the Sinsinawa Dominicans<br />

from the <strong>Community</strong> <strong>Foundation</strong>’s <strong>Community</strong><br />

Enhancement Fund. The <strong>Community</strong> Enhancement<br />

Fund <strong>of</strong>fers grant funding to <strong>Southern</strong> <strong>Wisconsin</strong><br />

communities that do not have their own community<br />

fund.

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