PDF version - Community Foundation of Southern Wisconsin
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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.