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2015 CF Annual Report

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COMMUNITY<br />

IN ACTION<br />

<strong>2015</strong> ANNUAL REPORT


INTRODUCTION<br />

WHERE VISION AND ACTION COME TOGETHER<br />

01<br />

Ours is a community in action because our donors are people<br />

of action, not only envisioning a vibrant, thriving community,<br />

but generously providing the means to achieve it. Open the pages<br />

of this report to read inspiring stories about the many ways our<br />

donors’ gifts have helped to shape our community in <strong>2015</strong>.<br />

TABLE OF CONTENTS<br />

“VISION WITHOUT ACTION<br />

IS MERELY A DREAM…<br />

VISION WITH ACTION<br />

CAN CHANGE THE WORLD.”<br />

Legacy Society............................................................3<br />

Ways to Give.................................................................4<br />

Community Enhancement Funds<br />

and Grant Guidelines.............................................5<br />

Community Enhancement Grants........7-8<br />

Wausau • Marathon County<br />

Fund Donors......................................................... 9-10<br />

Donor Advised Funds..........................................15<br />

Regional Affiliate Funds................................... 16<br />

Scholarship Funds..........................................17-18<br />

Restricted Funds............................................19-20<br />

Project Funds & Donor Central..................21<br />

Financials.............................................................23-24<br />

Joel A. Barker<br />

COMMUNITY IN ACTION FEATURES<br />

myTEAM TRIUMPH...............................................6<br />

Samoset Boy Scouts Council........................11<br />

Village of Weston Kayak Launch................12<br />

Medical College of Wisconsin........................13<br />

Community Corner Clubhouse.................... 14<br />

Macdonald Foundation Work<br />

Ethic Scholarship.................................................... 18<br />

Central Wisconsin Children’s Theatre... 19<br />

Hmong Veterans Memorial Project........22<br />

D.C. Everest School District...........................25<br />

Dear Friends,<br />

What do you love most about the greater Wausau area? Many of the<br />

activities and opportunities that make this a vibrant “community in<br />

action” are made possible by you—our Foundation donors—and the<br />

organizations whose work is supported through your generosity.<br />

Together, we are enhancing the quality of life for those who live in,<br />

work in, and love north central Wisconsin.<br />

An extraordinary gift<br />

Our capacity to enrich life for present and future generations increased<br />

greatly in <strong>2015</strong> when we received the single largest gift in our 28-year<br />

history. It denotes the extraordinary level of trust and confidence<br />

donors have in the Foundation’s ability to be diligent stewards not<br />

only of your gifts, but also of your vision for a thriving, more livable<br />

community. We are truly honored.<br />

Weathering a challenging market<br />

Although market conditions this year have been challenging for<br />

investors, the Foundation has sought to maximize gains and minimize<br />

losses by adhering to the discipline of our diversified investment policy<br />

and by working closely with our investment management consulting<br />

firm. Our Investment Committee and board of directors remain vigilant<br />

in monitoring the assets that you entrust to us.<br />

Your gifts in action<br />

Since being established in 1987, your Community Foundation has<br />

invested more than $70 million back into the greater Wausau area<br />

through grants supporting the arts, health and human services,<br />

resource preservation, and education, including nearly $2.5 million in<br />

scholarships benefiting 2,200 students.<br />

We are pleased to report the following accomplishments in <strong>2015</strong>:<br />

• Administered $45 million in assets<br />

• Received over $7 million in charitable gifts<br />

• Worked with donors to create 17 new funds<br />

• Administered a total of 359 funds<br />

• Invested nearly $4 million back into the communities we serve,<br />

including more than $250,000 in scholarships, and $400,000 in<br />

Community Enhancement Grants<br />

In the following pages we present our financial record and share<br />

some of our <strong>2015</strong> granting accomplishments. Thank you for making<br />

them possible!<br />

Sincerely,<br />

Jamie C. Schaefer<br />

Jean C. Tehan<br />

02<br />

Board of Directors/<br />

Committees/Staff................................................ 26<br />

Design by Adrenalign Marketing<br />

Copywriting by Chris Tatro, Advance Copy and Creative Group<br />

Paper provided by Domtar Paper, Rothschild Mill<br />

Jamie C. Schaefer<br />

Board President<br />

Jean C. Tehan<br />

Executive Director<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


LEGACY SOCIETY<br />

WAYS TO GIVE<br />

03<br />

GIVING BACK FOR A LIFE WELL-LIVED<br />

The Legacy Society recognizes and honors those who include the Community Foundation as a beneficiary<br />

of an executed estate planning document such as a will or life insurance policy. Many who become<br />

members of the Legacy Society say they choose to do so as a way of “giving back” and providing for the<br />

community where they have lived, worked, and raised their family. Becoming a member of our Legacy<br />

Society assures that your legacy is reflected according to your wishes, and often provides substantial<br />

estate tax savings for your family.<br />

Gordon & Arlene Backer<br />

Mark & Ann Bradley<br />

Patrick & Karrye Bradley<br />

Kerry & Cheryl Brimmer<br />

James Collison & Annaluna Karkar<br />

Edward & Lois Drott<br />

Arzelee Drown<br />

Robert & Joann Elbe<br />

D.J. & Mary Clare Freeman<br />

Don & Karen Grade<br />

David & Gwen Hegy<br />

Donald & Sally Hostvedt<br />

Keith Kocourek<br />

Robert Kumbera<br />

Bill & Kathy LaBrake<br />

Thomas & Barbara Lattimer<br />

David & Darlene Lee<br />

Carol Luedtke<br />

James & Susan Lundberg<br />

Tom & Jan Mack<br />

David & Carol Marquardt<br />

Dennis & Bonnie Mealy<br />

Daniel & Linda Meschefske<br />

Larry & Ann Meyer<br />

John & Susanne Michler<br />

Michael Moen<br />

Robert & Carol Monk<br />

Todd & Kerri Olson<br />

Duane & Joy Patterson<br />

Frederick & Linda Prehn<br />

Robert & Gerri Quirt<br />

Anthony J. & Geraldine M. Rein<br />

Glorian Reinke<br />

Tom & Phyllis Riiser<br />

Grace B. Schneider Family<br />

Ron Schubert<br />

Marvin & Ruth Schuette<br />

Eileen Goggins Schultz<br />

Ivan & Anna Stanko<br />

Chet Suski<br />

Bill & Jean Tehan<br />

Jerome Thiessen<br />

Michael & Elizabeth Tillisch<br />

Rose Marie Towle<br />

Patrick & Jeanne Wallschlaeger<br />

G. Lane & Linda Ware<br />

Brian & Patricia Wellmon<br />

Jane Wiley<br />

Legacy Hall of Fame<br />

Katherine H. Anderson<br />

Frank Bachhuber<br />

Carol R. Becker<br />

Folke & Jean Becker<br />

Raymond A. & Amella P. Beilke<br />

Norman Bradfish<br />

Elizabeth Bradley<br />

Leon & Alma Burger<br />

Dexter & Ruth Cihla<br />

Jerome R. Czerwinski<br />

Mark H. Dreyer<br />

Betty Thom Foster<br />

George L. Geisler<br />

David Jahnke<br />

EO & Laverne Johnson<br />

Bart & Patricia Kellnhauser<br />

Emma C. Larson<br />

Paul W. Luebke<br />

Caroline S. Mark<br />

Ewald Pagel<br />

Orville & Geraldine Peterson<br />

Edward Rahne<br />

Jerome A. Scheibl<br />

Duane & Patricia Smith<br />

Clarion G. & Irene B. Sternberg<br />

Lawrence & Jane Sternberg<br />

John & Doris Ullrich<br />

G. Lane Ware<br />

Remember to include your community in your estate plans. Talk with your professional advisor or<br />

contact our office to design a plan that works for you.<br />

YOU CHOOSE THE WAY TO MAKE A DIFFERENCE<br />

The Community Foundation of North Central Wisconsin is a nonprofit, community corporation created<br />

by and for the people of this region. Founded in 1987, our mission is to enhance the quality of the greater<br />

Wausau area for present and future generations. We accomplish our mission by responsibly soliciting,<br />

managing, and distributing philanthropic assets created by charitable gifts and bequests. Most gifts<br />

received by the Foundation are endowed, meaning that the earnings generated are used to award grants.<br />

The principal remains untouched and continues to grow over time, providing a permanent resource for<br />

meeting local needs. We currently administer 359 funds.<br />

Choose the option that works best for you<br />

The Community Foundation offers a wide variety of giving and fund options to accommodate your unique<br />

financial circumstances, charitable goals, and tax and estate planning objectives. Whether you choose<br />

to establish a new fund or to direct your gift to an existing fund, our experienced staff is available to<br />

work with you and your professional advisors to design a charitable giving plan that meets your specific<br />

philanthropic goals.<br />

GIVING OPTIONS<br />

Outright Gifts of cash, stocks, bonds, real estate,<br />

or other assets are the easiest and most convenient<br />

way to donate. Your charitable gift qualifies for the<br />

maximum tax advantage allowed by law.<br />

Bequests by Will provide a number of ways to<br />

include the Community Foundation in your estate<br />

plans. You can designate a specific gift or a portion<br />

of your estate to your Community Foundation and,<br />

in some cases, receive a substantial reduction in<br />

federal gift and estate taxes. You can also name<br />

the Community Foundation as the recipient of<br />

dividends, or as the beneficiary of a new or existing<br />

life insurance policy.<br />

Charitable Gift Annuities allow you to make a gift<br />

of cash or property to your Community Foundation<br />

now, get immediate tax benefits, and ensure that<br />

you or the people you designate receive fixed<br />

quarterly or annual income payments for life.<br />

Charitable Remainder Trusts enable you to place<br />

cash or property in a trust that pays annual income<br />

to you, or another named beneficiary, for life. After<br />

your death, the remainder of the trust transfers<br />

to your Community Foundation and is placed into<br />

the charitable fund you have selected. You receive<br />

income tax benefits in the same year your trust is<br />

established.<br />

Charitable Lead Trusts enable you to place cash or<br />

property into a trust that pays a fixed amount to<br />

your Community Foundation for a specified number<br />

of years. Once this period ends, the assets held by<br />

the trust are transferred to the beneficiaries you<br />

name. In some cases, you receive a substantial<br />

reduction in federal gift and estate taxes.<br />

TYPES OF FUNDS<br />

Community Enhancement Funds have the greatest<br />

flexibility in responding to the community’s needs–<br />

today and in the future–through the awarding of<br />

grants for programs and projects that enhance the<br />

quality of life for everyone.<br />

Donor Advised Funds allow you to be actively<br />

involved in the grantmaking process by<br />

recommending charitable organizations to receive<br />

grants from the fund established in your name.<br />

Restricted Funds support a specific charitable<br />

organization or purpose. A nonprofit organization<br />

can use a restricted fund to build its endowment<br />

and enhance its ability to accept gifts of any size<br />

from various sources.<br />

Scholarship Funds allow you to determine<br />

the criteria students must meet to receive a<br />

scholarship in your name or in memory of a loved<br />

one. The Foundation handles all the administrative<br />

details for you.<br />

Field of Interest Funds address needs by awarding<br />

grants in a particular area of community life that<br />

you choose–such as the arts, education, health<br />

and human services, elderly needs, or resource<br />

preservation.<br />

Project Funds benefit a specific community<br />

fundraising effort within a defined time period. All<br />

donations go directly to meeting the needs of that<br />

particular project.<br />

04<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


COMMUNITY ENHANCEMENT FUNDS<br />

COMMUNITY ENHANCEMENT GRANTS<br />

GIFTS THAT ENSURE A VIBRANT FUTURE<br />

By establishing or contributing to a Community Enhancement Fund, you ensure that life in the community<br />

you love is as vibrant and fulfilling for generations to come as it is for us today.<br />

Your generosity, coupled with the Foundation’s prudent investment strategies, allows grants to be<br />

awarded in perpetuity from the earnings generated by your gift. Since the principle remains untouched,<br />

your gift becomes a permanent resource for the long-term good of the greater Wausau area.<br />

The Community Enhancement Funds listed below ensure that the donors’ names will forever be connected<br />

to the positive change they are making right here in Marathon County.<br />

Community Enhancement Funds currently administered<br />

Wausau •Marathon County Fund (1987)<br />

Nils Folke Jr. & Jean B. Becker Legacy Fund (2013)<br />

George L. Geisler Trust Fund (2005)<br />

Caroline S. Mark Legacy Fund (2005)<br />

Orville & Geraldine Peterson Family Trust Fund (2004)<br />

Marvin & Ruth (Rudie) Schuette Fund (2009)<br />

Clarion G. & Irene B. Sternberg Fund (2002)<br />

COMMUNITY ENHANCEMENT GRANT GUIDELINES<br />

MYTEAM TRIUMPH-WISCONSIN NORTH CENTRAL REGION<br />

Helping disabled athletes triumph<br />

People with disabilities in our area now have a way to participate in 5K and 10K runs, marathons, and<br />

other races right along with other competitors. All it takes is the right equipment, which is available<br />

through myTEAM TRIUMPH (mTT)-Wisconsin North Central Region. Established in September <strong>2015</strong>, it<br />

provides disabled “captains” with adaptive chairs to use free of charge for race-related activities. The<br />

chairs can be pushed by the captain’s team of mTT “angels” for runs, or attached to a bike for triathalon<br />

competitions. A raft, pulled by the “angels,” is used for the swim portion of a triathalon competion.<br />

Everyone wins!<br />

A $6,000 Community Enhancement Grant from the<br />

Caroline S. Mark Legacy Fund enabled the startup<br />

nonprofit organization to purchase a chair and raft,<br />

which already are having a significant impact. “Captains<br />

with disabilities no longer are limited to participating<br />

in only races for those with special needs,” explained<br />

Veronica Lyon, Wisconsin North Central Regional<br />

Director. “Captains who can articulate, tell us that<br />

competing in ‘regular’ races makes them forget about<br />

their disability for a while. Without the Foundation’s<br />

help, we would not be able to give our captains the race<br />

experience they long for and deserve.” Participating<br />

in races for the general public also promotes an<br />

atmosphere of mutual respect and understanding,<br />

enriching life for all participants.<br />

05<br />

MEETING COMMUNITY NEEDS<br />

Grants are awarded for innovative projects that enrich our community today and in the future. In<br />

reviewing grant applications, our Distributions Committee attempts to understand both the specific<br />

objectives of a request and the long-term benefits that will be derived by the community if the project<br />

is funded. Consideration is given primarily to those organizations that are tax-exempt under section<br />

501(c)(3) of the Internal Revenue code. Grant applications are reviewed quarterly.<br />

Response to myTEAM TRIUMPH-Wisconsin North Central Region has been greater than anticipated.<br />

“The need is there!” stressed Race Manager Heather Haupt. “Our goal for the first race this year<br />

was to have five captains; we had 13, and we hope to double the number of teams for the Wausau<br />

Marathon in 2016.”<br />

06<br />

In awarding grants we favor innovative<br />

proposals that:<br />

• Enhance the vibrancy and livability of the<br />

greater Wausau area and Marathon County.<br />

• Apply the Community Foundation’s resources<br />

where they will be used wisely to make a<br />

tangible difference in meeting a specific<br />

community need.<br />

• Demonstrate community impact and outreach.<br />

• Reduce service duplication and promote agency<br />

collaboration.<br />

We do not generally fund:<br />

• <strong>Annual</strong> campaigns<br />

• Operating expenses or losses<br />

• Debt retirement<br />

• Direct support of individuals<br />

• Endowments<br />

• Lobbying<br />

• Sectarian causes<br />

Application procedure:<br />

• Discuss your idea with Foundation staff prior<br />

to completing or submitting an application.<br />

• Visit our website at www.cfoncw.org to begin<br />

the online registration and application process.<br />

• Submit your completed application electronically<br />

by the close of business on the first working day<br />

of March, June, September, or December.<br />

Our Distributions Committee, appointed for their<br />

broad knowledge of community issues, reviews<br />

proposals for funding on a quarterly basis. The<br />

board of directors awards grants based upon<br />

the Distribution Committee’s recommendations.<br />

Applicants are notified regarding the status<br />

of their application within 30 days of the<br />

application deadline.<br />

We do not discriminate on the basis of ancestry,<br />

color, age, familial status, handicap, sexual<br />

orientation, marital status, or lawful source<br />

of income; we expect grant applicants to hold<br />

similar standards.<br />

A grant from the Caroline S. Mark Legacy Fund allowed for the purchase of a race chair named “Caroline,”<br />

along with a raft that is used by “captains” and their “angels” from April through early September for training<br />

and competitions.<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


COMMUNITY ENHANCEMENT GRANTS<br />

ELEVATING OUR QUALITY OF LIFE<br />

By funding initiatives for the arts, education, health, human services, and resource preservation, Community<br />

Enhancement Grants enable us all to lead healthier, more active and engaged lives. Take a moment to read<br />

through the listing of Community Enhancement Grants awarded in <strong>2015</strong>, totaling nearly $392,000, to see<br />

the many ways our donors have helped elevate the quality of life throughout Marathon County.<br />

WAUSAU • MARATHON COUNTY FUND<br />

Beyond Pencils & Crayons Grant: $25,000<br />

Innovative curriculum enhancements within<br />

the classroom<br />

City of Wausau: $65,000<br />

Riverfront redevelopment project<br />

Community Arts Grants: $12,500<br />

Visual and performing arts programs<br />

throughout Marathon County<br />

Golden Sands RC&D Council: $8,500<br />

Preparedness planning to combat the<br />

Emerald Ash Borer in Marathon County<br />

Rural Health Initiative-Marathon County: $4,323<br />

Technology needs<br />

Village of Spencer: $5,000<br />

Veterans memorial park project<br />

Wausau Events: $9,163<br />

Security fencing for community events<br />

Wausau River District: $1,000<br />

First Thursdays startup funding<br />

NILS FOLKE JR. & JEAN B. BECKER LEGACY FUND<br />

CAROLINE S. MARK LEGACY FUND<br />

Boys & Girls Club of the Wausau Area: $5,485<br />

Game room renovations at the Club’s Caroline S.<br />

Mark facility<br />

Central Wisconsin Offroad Cycling<br />

Coalition: $9,000<br />

Sylvan Hill Community Bike Park<br />

Down Syndrome Association of<br />

Wisconsin: $5,000<br />

New programming for the Wausau chapter<br />

Leigh Yawkey Woodson Art Museum: $1,500<br />

Visitor information collection center<br />

ORVILLE & GERALDINE PETERSON FAMILY<br />

TRUST FUND<br />

Madison Community Foundation: $3,000<br />

<strong>Annual</strong> fund allocation to support community<br />

programs in Oregon, Wisconsin<br />

Newman Catholic Schools: $3,400<br />

St. Mark’s playground improvements<br />

MARVIN & RUTH (RUDIE) SCHUETTE FUND<br />

City of Wausau: $21,000<br />

Riverfront redevelopment project<br />

07<br />

Halder Community Club: $10,000<br />

Grandstand renovation project<br />

Medical College of Wisconsin: $50,000<br />

Capital campaign for Wausau regional campus<br />

Mosinee Community Theatre: $2,482<br />

Purchase of a Clavinova piano for rehearsals<br />

Northcentral Technical College: $3,000<br />

Nonprofit Management Institute, a one-year<br />

educational course for nonprofit leaders<br />

North Central Health Care Facilities: $30,000<br />

Capital campaign for aquatic therapy pool<br />

Central Wisconsin Offroad Cycling<br />

Coalition: $11,000<br />

Sylvan Hill Community Bike Park<br />

City of Wausau: $10,000<br />

Riverfront redevelopment project<br />

Wausau Conservatory of Music: $13,077<br />

Musical equipment, chairs, storage,<br />

microphones, speakers<br />

Wausau Child Care: $8,000<br />

Franklin Center playground renovations<br />

Samoset Council / Boy Scouts of<br />

America: $20,000<br />

STEM (Science, Technology, Engineering and Math)<br />

Scouts pilot program<br />

UW-Marathon County Continuing<br />

Education: $2,500<br />

Fashionably Mashed ® , a STEAM (science,<br />

technology, engineering, art, and math) based<br />

fashion camp for youth<br />

Wausau & Marathon County Parks,<br />

Recreation & Forestry: $12,500<br />

Restoration and construction of Bluegill Bay<br />

Fishing Pond<br />

Village of Weston: $25,000<br />

Canoe and kayak launch site<br />

CLARION G. & IRENE B. STERNBERG FUND<br />

Rib Mountain Elementary School: $6,000<br />

Playground improvements<br />

08<br />

River Alliance of Wisconsin: $5,000<br />

Support of clean water initiatives by the<br />

Big Eau Pleine Citizens Organization and<br />

Lake Wausau Association<br />

GEORGE L. GEISLER TRUST FUND<br />

Girl Scouts of the Northwestern<br />

Great Lakes: $4,520<br />

Camp Birch Trails camping center equipment<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


WAUSAU • MARATHON COUNTY FUND DONORS<br />

09<br />

FOR GOOD. FOR EVER.<br />

Gifts to the Wausau•Marathon County Fund support many of the educational, cultural, and recreational<br />

opportunities that we enjoy in Wausau and Marathon County. Donors’ gifts are carefully invested, creating<br />

a permanent resource that allows the most flexibility when assessing and responding to local needs, not<br />

only today, but forever.<br />

We gratefully acknowledge the following donors who generously gave back to their community through<br />

the Wausau•Marathon County Fund in <strong>2015</strong>:<br />

Bruce & Bev Abbott<br />

Randy Albert<br />

Charles & Ginger Alden<br />

In honor of Pauline Zweck<br />

Will Allmandinger & Jane Wiley<br />

Steve & Pam Anderson<br />

Anonymous<br />

Duane & Patsy Askew<br />

Randall & Kathrine Backe<br />

Mike Bandoch<br />

Diane Bartell<br />

In memory of Edward Drott<br />

Leslie & Phyllis Baumer<br />

Mary Bethke<br />

Gary & Janet Bezucha<br />

John & Kristen Binkley<br />

In memory of Daniel Owen<br />

Michael & Jane Blick<br />

Duane & Peggy Bliese<br />

Verda Bliese<br />

Betty Blumenkamp<br />

Richard & Charlotte Boehmer<br />

David & Margie Bosio<br />

Mary Bowden<br />

Florian & Lana Bradfish<br />

Don & Luanne Bradford<br />

Peggy Breske<br />

Jim & Liz Brezinski<br />

Jerrine Brinker<br />

Mary Jo Brinker<br />

Carolyn Bronston<br />

Tim Buttke & Kay Gruling<br />

Thomas & Jane Cane<br />

Margaret Carspecken<br />

In memory of Tom Carlson<br />

Scott & Amy Cattanach<br />

LeRoy & Dianne Cherek<br />

Walter John & Rose Chilsen<br />

James & Rosalyn Coenen<br />

Jeffrey & Gina Crispell<br />

Michael & Laurie Crooks<br />

Pat & Rita Crooks<br />

Alberta Cunningham<br />

In memory of Tom Carlson<br />

Dan Danson & Julie Luks<br />

Dennis & Anne DeLoye<br />

Mark & Jean Denfeld<br />

Scott & Linda Doescher<br />

Jeanette Drumm<br />

John & Amy Dudley<br />

Mary Dudley & Greg Wortman<br />

Arlene Duncanson<br />

David & Pam Eckmann<br />

Michael & Diane Eder<br />

Keith & Janis Ellison<br />

Thomas & Karen Erickson<br />

Stewart & Tracy Etten<br />

Evolutions in Design<br />

Robin & Jill Falkowski<br />

Jacqueline Feck<br />

Ernest & Kathy Foley<br />

Jim & Boo Force<br />

Art & Mary Forsberg<br />

In memory of<br />

Marian Thomasgard<br />

Gary & Nancy France<br />

Signe Frank<br />

In memory of Edward and<br />

Lois Drott<br />

Nancy Frawley<br />

D.J. & Mary Clare Freeman<br />

In memory of Joan Schmidt<br />

Bob & Laura Gall<br />

Sue Gantner<br />

Dick & Kelly Gehrt<br />

Thomas & Lynn Gelhar<br />

Martin & Marilyn Glatczak<br />

Richard & Dianna Goedjen<br />

In memory of<br />

Marian Thomasgard<br />

Judy Gourley<br />

Don & Karen Grade<br />

Greenheck Fan Corporation<br />

B.A. & Esther Greenheck<br />

Foundation<br />

Harlan & Elaine Grinde<br />

James & Diane Grinsel<br />

Ken & Joyce Groshek<br />

Paul & Dawn Gullickson<br />

Peter & Mary Gunther<br />

Karen Haines<br />

Jim & Joan Hannes<br />

Carl & Barbara Hash<br />

John & Sally Hattenhauer<br />

James & Jan Hayes<br />

Eugene & Sherry Heckendorf<br />

Joseph & Martha Henry<br />

William & Carole Hess<br />

Michael & Paula Hill<br />

Rosemarie Hoenisch<br />

Stan & Susan Hoffert<br />

Dennis & Alana Holt<br />

Mike Hoover<br />

Elaine Hoppe<br />

Lori Shepherd & Scott Howells<br />

Steven & Susan Immel<br />

Andy & Crystal Jackson<br />

Steven & Polly James<br />

Randy & Anne Jefferson<br />

Charles Jehn<br />

Mary Jo Johnson<br />

Normond & Roxanne Johnson<br />

Hugh & Diane Jones<br />

Steven & Yvonne Kell<br />

Brandon & Karen Kellbach<br />

Jim Kemerling<br />

Ronald & Janet Klimisch<br />

Gary & Barbara Klofstad<br />

In memory of Edward Drott<br />

Dean & Lindsay Koepke<br />

Jim & Cindy Kraeger<br />

Carol Krieg<br />

Vivian Krieg<br />

Robert & Angela Kucirek<br />

John & Carol Kuhn<br />

Ollie Kyler<br />

Denis & Jeanne Lang<br />

Dale & Jean Langbehn<br />

Marge Larsen<br />

Dick & Lynn Lawson<br />

Sherri Lemmer<br />

Laura Lenz<br />

Kenneth & Amy Libertoski<br />

Steven & Nicole Lipowski<br />

Tim & Cari Logemann<br />

Jim Lundberg<br />

Patti Kay & Fred Lundin<br />

Tom & Jan Mack<br />

Jerry & Nelda Madison<br />

David & Carol Marquardt<br />

Clarence & Helen Marschall<br />

Jacob & Kathleen Martens<br />

Steven & Karen Martinson<br />

Le Roy & Gail Matzdorf<br />

Jerry & Margaret McCann<br />

In memory of<br />

Marian Thomasgard<br />

Kathleen Meidam<br />

Daniel & Linda Meschefske<br />

Patrick & Kay Meyer<br />

Ray & Mickey Mickevicius<br />

Bret & Sarah Miller<br />

In honor of Pauline Zweck<br />

Steve & Shelley Miller<br />

Suzan Miller<br />

The Mint Cafe–Mary &<br />

Joe Pepowski<br />

Michael & Mary Moen<br />

Keith & Michele Montgomery<br />

Linda Morrissey<br />

Paul Muggli &<br />

Christine Bremer Muggli<br />

In memory of G. Lane Ware<br />

Mark Munson<br />

Neil & Mary Munson<br />

Murco Foundation Fund<br />

Gene Musolf<br />

Mark & Sue Nelson<br />

Dennis & Laurayne Nicoliasen<br />

Laurence Niederhofer<br />

William & Debra Nietert<br />

Judy North<br />

Dennis & Mary O’Flyng<br />

Joan Oliva<br />

Michael & Linda Otten<br />

Eldon & Patricia Pagel<br />

Duane & Joy Patterson<br />

Thomas & Missy Pattison<br />

Marilyn Paulson<br />

Dennis & Grace Pegorsch<br />

Chris & Kris Peterson<br />

Chris & Laura Petterson<br />

Tom & Judy Pitcher<br />

Tom & Laura Place<br />

Jeffrey & Amy Plier<br />

Michael & Betty Porrey<br />

Roger & Ruth Poutanen<br />

Louis & Sandra Pradt<br />

Frederick & Linda Prehn<br />

Joe Pribanich &<br />

Marsha Fitzgerald<br />

Genevieve Pueschner<br />

In memory of Edward &<br />

Lois Drott<br />

Don Rahne<br />

Tom & Marcy Rau<br />

Ann Reeder<br />

REI Engineering<br />

William & Mary Nell Reif<br />

Jerry & Dianne Ress<br />

Larry & Kerry Rickert<br />

Thomas & Sue Ricklefs<br />

Pauline Riedl<br />

Charles & Mary Rietz<br />

Thomas & Amy Robinson<br />

Kay Rossman<br />

Lila Rouse<br />

Steve & Betty Ryan<br />

Paul & Rae Sanders<br />

Roger & Karen Sandquist<br />

Stanford & Alice Schacht<br />

Fred & Michelle Schaefer<br />

Jamie & Diane Schaefer<br />

Gordon & Margaret<br />

Scharnhorst<br />

Marilyn Scheel<br />

Kurt & DeAnn Schubring<br />

Marion Schultz<br />

James & Kathy Seidel<br />

Peter & Marion Sells<br />

John & Nancy Skoug<br />

Grant & Eileen Smart<br />

Melanie Smart<br />

David & Beverley Smith<br />

Duane M. &<br />

Patricia E. Smith Fund<br />

Keith & Jenneane Smith<br />

Mark & Sue Smith<br />

Allan & Vonnie Solomonson<br />

Fernando & Shar Soto<br />

Robert & Kathryn Southworth<br />

Calvin Sprik<br />

Ivan & Anna Stanko<br />

Robert & Linda Stasney<br />

Wayne & Sondra<br />

Steffenhagen<br />

Keith & Pam Steinagel<br />

Judy Stevens<br />

Bonnie Stieber<br />

In memory of John Hartwig<br />

Tim & Kathy Strasser<br />

Rob & Tammy Szekeress<br />

Kenneth & Judy Teeters<br />

Bill & Jean Tehan<br />

In honor of Nancy Frawley<br />

Leo & Susan Thomasgard<br />

In memory of<br />

Marian Thomasgard<br />

Todd & Karen Toppen<br />

Philip & Chris Valitchka<br />

Valley Scale Service<br />

James & Diane VanEyck<br />

Dale & Sharon Volkman<br />

Lyle Weden<br />

Don & Sue Weinkauf<br />

Arvilla Wendorff<br />

Steven & Marcie Wermund<br />

Raymond & Jane Wery<br />

Jay Wiedenman<br />

Scott & Janet Williams<br />

Scott Williams Appraisal<br />

Wipfli LLP<br />

Wisconsin Public Service<br />

Foundation<br />

Tom & Judy Wittkopf<br />

Gary & Sue Wolslegel<br />

Mark & Rita Yaeger<br />

Marion Zahrt<br />

Mark & Nancy Zelich<br />

Jon & Pauline Zweck<br />

Given in Memory of<br />

Martin Welles:<br />

Anonymous<br />

Edward & Marilyn Bachmann<br />

Baldwin Farms Neighborhood<br />

Stanley & Betye Beilke<br />

Mary Brennan<br />

Annie Gosse<br />

Peter & Nancy Hessert<br />

Mark Ingram & Lydia Mason<br />

Joyce Kurth<br />

Marge Larsen<br />

Gerald & Linda Kay Layton<br />

G.F. Malone<br />

Patricia McKeough<br />

Donald & Joanne Meyer<br />

Raymond & Mary Nass<br />

Timothy & Allison Nass<br />

Carol Newman<br />

Dennis & Mary O’Flyng<br />

Beth O’Malley<br />

John & Judy Prange<br />

Kay Rossman<br />

William & Marilyn Siebert<br />

Robert & Linda Stasney<br />

Francis & MaryAnn Vanslyke<br />

Richard & Diane Weber<br />

Don & Sue Weinkauf<br />

Michael & Deborah Wendt<br />

Thomas & Jennifer Youtsos<br />

Jeri & Terry Zimmerman<br />

In-Kind Donors:<br />

A Mountain Studio<br />

Advance Copy &<br />

Creative Group<br />

Dave Junion,<br />

Junion Photography<br />

Domtar Paper, Rothschild Mill<br />

Dudley Tower Management<br />

Roastar<br />

Ruder Ware<br />

Wausau Coated Products<br />

Wipfli LLP<br />

10<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


COMMUNITY ENHANCEMENT GRANTS<br />

BOY SCOUTS OF AMERICA<br />

Local STEM Scouts program has national impact<br />

VILLAGE OF WESTON KAYAK LAUNCH<br />

Let’s go boating<br />

A local council of Boy Scouts of America is participating in an innovative pilot program called STEM Scouts.<br />

It is designed for boys and girls in grades 3-12 who enjoy science, technology, engineering, and math<br />

(STEM). Samoset Council, headquartered in Weston, is one of only 13 councils in the country chosen as a<br />

pilot site. If successful on the local level, the program will be launched nationwide.<br />

Canoe and kayak enthusiasts soon will have a proper launch area to “put in” along the shores of the<br />

Eau Claire River in the Village of Weston. A $25,000 Community Enhancement Grant, awarded from the<br />

Community Foundation’s Marvin & Ruth (Rudie) Schuette Fund in <strong>2015</strong>, is helping to fund the first in a<br />

proposed network of launch sites within the village.<br />

11<br />

“The primary mission of STEM is to bring the Scouts’ value-based learning to a different demographic of<br />

youth,” said Amanda Flannery, STEM Executive for Samoset Council. “We want to reach those who aren’t<br />

necessarily interested in hiking, fishing, and camping, but who really want to do fun, hands-on experiments<br />

involving STEM.”<br />

Inspired learning<br />

STEM Scouts learn citizenship, honesty, and leadership while gaining skills that could lead them to careers<br />

as STEM professionals. In <strong>2015</strong>, Samoset Council received a $20,000 Community Enhancement Grant<br />

from the Caroline S. Mark Legacy Fund to purchase laptops, tablets, microscopes, smoke generators,<br />

and a variety of educational kits for the program. “The Scouts have been dissecting strawberry DNA,<br />

making hydrogen balloons, and creating simple machines as well as building programs for robots, learning<br />

the chemistry to make ice cream, and creating soda geysers,” explained Amanda. They have even eaten<br />

bugs to learn about different sources of protein. The grant helped to pay for all of that. We are very, very<br />

grateful.”<br />

Amanda expects STEM Scouts to be a permanent program of Samoset Council, and to directly serve more<br />

than 500 youth during its first three years.<br />

Located adjacent to the bridge on the corner of Ross Avenue and Babl Lane, the launch area will feature<br />

paved, handicap-accessible parking, a water fountain, restroom facilities, an informational kiosk, wayfinding<br />

signage, and a bike-repair station.<br />

With recent cutbacks in state<br />

funding, Village Administrator Daniel<br />

Guild is grateful for the Community<br />

Foundation’s support. “Over the last<br />

several years, Wisconsin has had<br />

historic changes with the way local<br />

governments are financed. Those<br />

changes have threatened our ability<br />

to move forward with developments<br />

related to parks, recreation, and<br />

tourism. We really appreciate and<br />

value the fact that the Community<br />

Foundation is supporting our launch.<br />

We look forward to working with them<br />

on future projects for the benefit of<br />

the metro area and Marathon County.”<br />

12<br />

The grant reflects one of the Community Foundation’s core values<br />

of enhancing our area’s natural resources for the enjoyment of present and future generations.<br />

“We applaud the Village of Weston for establishing a model for other communities to follow, and<br />

are pleased to be a part of making that possible,” noted Foundation President Jamie Schaefer.<br />

Samoset Council STEM Scouts are<br />

inspired to discover the marvelous world<br />

of science, technology, engineering, and<br />

mathematics using fun, educational<br />

activities created for them by scientists<br />

and engineers.<br />

Kayak and canoe enthusiasts will have convenient access to the Eau Claire River once the new kayak<br />

and canoe launch is constructed in the Village of Weston in the summer of 2016.<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


COMMUNITY ENHANCEMENT GRANTS<br />

COMMUNITY ENHANCEMENT GRANTS<br />

MEDICAL COLLEGE OF WISCONSIN<br />

Ensuring our community’s health<br />

It is projected that Wisconsin will experience a shortage of 2,000 physicians by the year 2030, with<br />

the greatest need to be in central and northern Wisconsin. To generate a greater pool of doctors for<br />

our area, the Medical College of Wisconsin (MCW) is establishing a central Wisconsin campus in Wausau.<br />

The inaugural class will begin courses in July of 2016.<br />

The college is a prime example of a community in action, involving key collaborations with academic and<br />

clinical partners throughout the region, including Aspirus, Ministry Health Care, Northcentral Technical<br />

College, UW-Marathon County, UW-Marshfield/Wood County, and UW-Stevens Point.<br />

A $50,000 Community Enhancement Grant from the Community Foundation’s Wausau•Marathon County<br />

Fund is being used to hire faculty, establish curriculum, and acquire the necessary technology. “Continued<br />

access to high-quality, local healthcare is paramount to the vibrancy and livability of the communities we<br />

serve,” stated Mary Nell Reif, chair of the Foundation’s Distributions Committee. “This grant will positively<br />

impact the lives of all who live here, today and for generations to come.”<br />

Study here, stay here<br />

Dr. Lisa Dodson, Dean of MCW-Central Wisconsin, said college administrators are being intentional about<br />

providing an education that forms a bond between students and the community. “I am very excited about<br />

the ‘scholarly pathway’ component of our curriculum, which involves local nonprofit leaders educating<br />

students about community engagement. That is very unique for a medical college, and should positively<br />

impact retention,” she explained. Also unique is a three-year curriculum, which will get potential physicians<br />

ready for their residencies and out in the community establishing their practices one year earlier than a<br />

four-year program.<br />

COMMUNITY CORNER CLUBHOUSE<br />

Empowering members to reach their full potential<br />

Community Corner Clubhouse is a nonprofit program of North<br />

Central Health Care that helps adults with chronic mental illness<br />

and substance abuse. Based on an international model, it strives to<br />

provide vocational, educational, employment, and housing assistance<br />

in a welcoming atmosphere that fosters relationships and personal<br />

growth. “In addition to our services, we’re very much about offering<br />

hope,” stated Clubhouse Director Michelle Hazuka. “The first time<br />

people come here, they usually have nowhere else to turn. Being<br />

here, having a cup of coffee and talking with another member<br />

normalizes their situation and prepares them to tackle whatever<br />

issues they are dealing with. We’re a real community here.”<br />

A space for every function<br />

Since 1996, the program had operated from a split-level home near<br />

downtown Wausau. Stairs, a lack of space and parking, and an increased need for program services<br />

left the Clubhouse in need of a larger, more suitable site. In May of <strong>2015</strong>, the Clubhouse relocated to<br />

a former bookstore at 811 N Third Avenue. The organization utilized Community Enhancement Grants<br />

totaling $21,400 to renovate the 7,000-square-foot space to meet the needs of its 500 members. The<br />

new facility has ample parking, is wheelchair accessible, and includes dedicated areas where members<br />

can use computers, search for a job, and meet with staff to collaborate on the day-to-day operations<br />

of the Clubhouse. It also includes a commercial kitchen where 30 lunches a day are served, a café for<br />

socializing, and a wellness center.<br />

13<br />

Other strategies for retention include recruiting Wisconsin students, providing the entire course of study—<br />

undergraduate, medical school and residency—in the greater Wausau area, and hiring local physicians as<br />

faculty who will host students at their practices. The result will be graduates who are deeply committed<br />

to the health and welfare of the community, more healthcare options for area residents, and better<br />

patient outcomes.<br />

14<br />

Community Corner<br />

Clubhouse Director<br />

Michelle Hazuka, pictured<br />

center in the photo above,<br />

was excited to open the<br />

doors to their newly<br />

renovated facility in May<br />

of <strong>2015</strong>.<br />

“The Community Foundation has been essential to our program,” Michelle stressed. “It not only<br />

provided funding for the renovation, but Community Foundation staff continues to provide guidance and<br />

encouragement for our continued growth. Another great benefit is that the Foundation’s involvement<br />

lends credibility to our program, which helps donors feel comfortable supporting us.”<br />

Students will receive a community-based medical education<br />

and residency training right here in central Wisconsin beginning<br />

in July of 2016 through the newly opened Medical College of<br />

Wisconsin Central Wisconsin campus.<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


DONOR ADVISED FUNDS<br />

REGIONAL AFFILIATE FUNDS<br />

TAKE AN ACTIVE ROLE IN CREATING A VIBRANT COMMUNITY<br />

True to its name, a donor advised fund enables you to work with Foundation staff to make grant<br />

recommendations regarding which needs of the community you wish to support. It is a simple way to<br />

have an active hand in creating a vibrant community without worrying about the administrative details<br />

and reporting requirements involved in managing your own private foundation.<br />

ASSISTING OUR REGIONAL NEIGHBORS<br />

Our regional affiliates are people of action, building vibrant rural communities where people enjoy active,<br />

engaged lives. The administration of their charitable funds by the Community Foundation enables them to<br />

utilize our investment pool and staff expertise, so their advisory boards can concentrate on raising assets<br />

and awarding grants to effectively meet the needs of the communities they serve.<br />

15<br />

DONOR ADVISED FUNDS ADMINISTERED<br />

Alden Family Fund (2001)<br />

Walter Alexander Foundation Fund (1991)<br />

Victor & Christine Anthony Fund (1990)<br />

Janet & Gary Bezucha Family Fund (<strong>2015</strong>)<br />

Virginia (Ginny) Bliese Memorial Fund (2013)<br />

John & Patricia Bliss Family Fund (<strong>2015</strong>)<br />

Mark & Ann Bradley Fund (1990)<br />

Breanna’s Smile Foundation Fund (2010)<br />

The Christ Fund (2005)<br />

Edward P. & Darlene I. Coldwell Fund (1997)<br />

Community Improvement Fund (2014)<br />

Dakamama Fund (2003)<br />

Thomas Allen David Memorial Fund (2002)<br />

Davis Family Fund (1997)<br />

John D. & Amy L. Dudley Fund (2003)<br />

Emmerich Properties Fund (<strong>2015</strong>)<br />

Tom & Janet Felch Family Fund (2014)<br />

Nancy Frawley Fund (1988)<br />

D.J. & Mary Clare Freeman Fund (1994)<br />

Dorothy C. Green Food for People Fund (<strong>2015</strong>)<br />

Robert C. & Ruth D. Greenheck Fund (1997)<br />

Habush Habush & Rottier Charitable Fund (2004)<br />

H.J. Hagge Foundation Fund (2010)<br />

Robert S. Hagge Foundation Fund (2011)<br />

Jerald Halvorsen & Marilyn Miller Charitable Fund (2009)<br />

John & Mary Hartwig Foundation Fund (1997)<br />

Ervin & Arlean Jagodzinski Fund (1993)<br />

JARP Foundation Fund (2012)<br />

EO & LaVerne Johnson Family Fund (1998)<br />

Hugh E. & Diane L. Jones Fund (2013)<br />

Sondra & George Juetten Charitable Fund (2014)<br />

Kiwanis Club of Wausau Fund (1988)<br />

Ronald & Janet Klimisch Fund (<strong>2015</strong>)<br />

Kocourek Kids Foundation Fund (2008)<br />

Ed & Micki Koth Fund (1992)<br />

John & Bonnie Kraft Fund (1996)<br />

Bill & Kathy LaBrake Fund (1999)<br />

Lake Enterprise Natural Resources Fund (2009)<br />

James & Susan Lundberg Fund (1992)<br />

Fred T. Lundin & Patti Kay Fund (2013)<br />

Robbie Maahs Memorial Fund (2005)<br />

Mack Family Fund (2005)<br />

Mallery Family Fund (1997)<br />

James H. & Lorraine G. Mathwick Charitable Fund (2007)<br />

New funds formed in <strong>2015</strong><br />

Patricia A. McKeough Fund (1996)<br />

Mid Wisconsin Foundation Legacy Fund (2013)<br />

H.L. Miedaner, M.S. & M.E. Block Fund (2007)<br />

Murco Foundation Fund (1992)<br />

Thomas & Mary Murphy Fund (2006)<br />

Ted C. Nick Memorial Fund (2008)<br />

North Family Fund (2011)<br />

Todd & Kerri Olson Fund (2013)<br />

Papa Kilo Aviation Foundation Fund (2013)<br />

Elizabeth S. & Mollie A. Peters Fund (1988)<br />

Peth Family Fund (2000)<br />

Henry & Gladys Phillips Foundation Fund (2009)<br />

William M. & Mary Nell Reif Family Fund (2004)<br />

Rhinelander Rotary Club Charitable Fund (2006)<br />

Evan Rieck ‘Oh, the Places You’ll Go!’ Fund (2008)<br />

River Valley Bank Fund (2008)<br />

Rotary Club of Wausau Fund (2006)<br />

Clyde F. Schlueter Foundation Fund (1997)<br />

Steve & Donna Schmidt Family Fund (2014)<br />

Edward T. Schoenberger Memorial Fund (2012)<br />

Harvey H. Scholfield Jr. Family Fund (2013)<br />

Ronald & Mary Ann Schubert Fund (2014)<br />

Daniel & Jody Seybold Family Fund (2002)<br />

Shepherd/Howells Fund (2003)<br />

Sislo Family Fund (1999)<br />

John & Nancy Skoug Fund (2001)<br />

SLJMW Fund (2013)<br />

Staples Family Fund (1996)<br />

Mary Jo Freeman & David Tange Fund (1997)<br />

William & Jean Tehan Family Fund (2000)<br />

Herbert & Catharine Terwilliger Memorial Fund (1990)<br />

vanKerkhoven Family Fund (2004)<br />

The Vermillion Fund (1991)<br />

Gerald & Marion Viste Fund (1998)<br />

Patrick & Jeanne Wallschlaeger Fund (2013)<br />

G. Lane & Linda Ware Fund (1992)<br />

Wausau Coated Products, Inc. Fund (2010)<br />

Weiland Family Fund (2008)<br />

Brian B. & Patricia A. Wellmon Fund (1998)<br />

Wipfli LLP Wausau Partners Fund (1999)<br />

George D. & Estelle B. Wolff Family Fund (2014)<br />

WoodTrust - Bell Foundation Fund (2007)<br />

Bao & Neng Xiong Volvo Hmong Women’s Fund (2003)<br />

Gerald & Lois Zocher Family Fund (2012)<br />

FUNDS SERVING THE ANTIGO AREA<br />

Antigo Community Foundation Fund (2006)<br />

Elizabeth R. Augustyn Conservatory<br />

Scholarship Fund (2013)<br />

AVAIL Endowment Fund (2004)<br />

Bradley Foundation Fund (1990)<br />

Braun Woodlands Foundation Fund (2010)<br />

Jim & Mary Draeger Family Fund (2006)<br />

John E. & Elsa M. McKenna Fund (1997)<br />

McKenna-Mann Performing Arts Scholarship Fund (1991)<br />

FUND SERVING BOULDER JUNCTION<br />

Boulder Junction Community Foundation Restricted<br />

Endowment Fund (2010)<br />

Boulder Junction Board Members<br />

Dennis Aukstik, President<br />

Barb Boston, Vice President<br />

Irene Gravelle, Secretary<br />

Leslie Gauberti, Co-treasurer<br />

Gary Plouff, Co-treasurer<br />

Barb Konopacki<br />

Craig Mason<br />

Dave Osborn<br />

Lois Smith<br />

Parker Sterner<br />

Mary Van Grinsven<br />

Tom Basting, Jr. , Advisory Director<br />

FUNDS SERVING THE MERRILL AREA<br />

Merrill Area Community Foundation Fund (2000)<br />

Merrill Community Foundation Endowment Fund (2004)<br />

Children’s Developmental Disability Fund (2005)<br />

City of Merrill Park Endowment Fund (2011)<br />

Steven Dahm & Laurie Wolf-Dahm Fund (2011)<br />

Richard V. Geiger Memorial Fund (2005)<br />

Elsie H. Heckman Memorial Scholarship Fund (2010)<br />

Hostvedt Family Fund (2000)<br />

Lincoln County 4-H Leaders Association<br />

Endowment Fund (2013)<br />

Lincoln County Partners in Education Fund (2003)<br />

Mitchell Metal Products Scholarship/Grant Fund (2003)<br />

Linda Osness Park City Credit Union Fund (2010)<br />

Sally Pfund Memorial Scholarship Fund (2011)<br />

River District Development Foundation of<br />

Merrill Fund (2011)<br />

Frank Roskos Memorial Fund (2007)<br />

Linda Semling Peterson Fund (2012)<br />

Paul C. Simon Memorial Scholarship Fund (2008)<br />

Antigo Area Board Members<br />

Sherry Aulik<br />

Mary Ellen Draeger<br />

Elsa McKenna<br />

John McKenna<br />

Matthew Shinners<br />

FUNDS SERVING THE THREE LAKES AREA<br />

Three Lakes Community Fund-Current (2014)<br />

Three Lakes Community Endowment Fund (2014)<br />

Three Lakes Board Members<br />

Kitty Banner Seemann<br />

Amy Baumetz<br />

Ann Blamey<br />

Rouleen Gartner<br />

Denise Kerns<br />

John Olkowski<br />

Doug Scheffen<br />

John Stauner<br />

Brad Volkmann<br />

Stella Westfall<br />

Gary Williams<br />

David & Emily Streich Scholarship Fund (2004)<br />

Arthur & Audrey Taylor Fund (2012)<br />

Alan C. Vecchio Memorial Fund (2013)<br />

Tim Volz “79” Memorial Scholarship Fund (2009)<br />

Merrill Area Board Members<br />

Mike Ravn, President<br />

Renea Frederick, Vice President<br />

Tom Cadwallader, Secretary<br />

Dan Hanson, Treasurer<br />

Trisha Detert<br />

Greg Gill<br />

Pete Lokemoen<br />

Denis McCarthy<br />

Deb Moellendorf<br />

Scott Reindl<br />

Dan Rupar<br />

Dawn Schroeder-Silvela<br />

Linda Semling-Peterson<br />

Dan Wendorf<br />

16<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


SCHOLARSHIP FUNDS<br />

17<br />

ENHANCING OUR COMMUNITY THROUGH EDUCATION<br />

Since 1987, the generosity of our donors has enabled the Community Foundation to award nearly $2.5 million<br />

in scholarships benefiting 2,200 students. Imagine the impact they are now having in our community and<br />

beyond as entrepreneurs, medical professionals, teachers, civic leaders, construction workers, and more.<br />

You can establish a fund to memorialize a loved one, honor a certain scholastic institution, support a<br />

particular area of interest, or benefit a specific academic level from preschool to post-graduate studies.<br />

Your fund provides a permanent means of educational assistance, and our professional staff works<br />

diligently to see that the eligibility criteria you define are strictly followed.<br />

SCHOLARSHIP FUNDS ADMINISTERED<br />

Katherine H. Anderson Scholarship Fund (2008)<br />

Jeff Baum Aviation/Aerospace Scholarship Fund (2013)<br />

Raymond A. & Amella P. Beilke Scholarship Fund (2008)<br />

Phyllis A. Bermingham Hmong Education<br />

Scholarship Fund (2004)<br />

Elda Bonvincin Memorial Fund (2000)<br />

Win Brockmeyer Memorial Scholarship Fund (1996)<br />

Jack Brokaw Memorial Scholarship Fund (2005)<br />

Leon & Alma Burger Scholarship Fund (<strong>2015</strong>)<br />

BYFL Scholarship Fund (2010)<br />

William Cherek Scholarship Fund (2001)<br />

Ray Cheyka Memorial Music Scholarship Fund (2011)<br />

Dexter & Ruth Cihla Scholarship Fund (2001)<br />

Creske-Grassl Memorial Scholarship Fund (1999)<br />

Cunningham-Weik Scholarship Fund (2014)<br />

Dennis A. Derwinski Memorial Scholarship Fund (1997)<br />

Linda Dodd Memorial Scholarship Fund (2003)<br />

Draeger-Walsh Scholarship Fund (2006)<br />

Mark H. Dreyer Memorial Scholarship Fund (1996)<br />

Tim Driscoll Memorial Scholarship Fund (2008)<br />

Donald A. & Arzelee M.S. Drown Scholarship Fund (1997)<br />

Mary E. Dudley Piano Scholarship Fund (2004)<br />

John & Elena Dzubay Memorial Scholarship Fund (2006)<br />

EAA Chapter 640/Robert Payzer Memorial<br />

Scholarship Fund (2013)<br />

Ort Enstad Kiwanis Scholarship Fund (2005)<br />

Walter (Coke) Fehl Hockey Scholarship Fund (2007)<br />

Lucille & George Ferguson Memorial<br />

Scholarship Fund (2005)<br />

Kristin Nell Geurink Memorial Montessori<br />

Scholarship Fund (1998)<br />

William L. Goggins Memorial Scholarship Fund (1996)<br />

William K. Gottschalk Scholarship Fund (2012)<br />

B.A. & Esther Greenheck Scholarship Fund (2006)<br />

Bellamy Hamilton Scholarship Fund (2005)<br />

Thomas D. Hammer Memorial Scholarship Fund (2014)<br />

Steve Hansen Earth Steward Scholarship Fund (2005)<br />

Sally M. Hattenhauer Scholarship Fund (2012)<br />

Patricia Hedblom Memorial Scholarship Fund (2005)<br />

John & Fritz Howland Memorial Scholarship Fund (2004)<br />

Kristan Janse Memorial Scholarship Fund (<strong>2015</strong>)<br />

George & Lois Johnson Memorial Scholarship Fund (2000)<br />

Elizabeth Hardy Kanemoto Scholarship Fund (1999)<br />

Richard L. Knauf Memorial Scholarship Fund (2010)<br />

Kocourek Automotive Scholarship Fund (<strong>2015</strong>)<br />

Joanne D. & Robert J. Kumbera Memorial<br />

Scholarship Fund (1997)<br />

Nancy B. Laabs Memorial Medical Scholarship Fund (2004)<br />

Emma C. Larson Memorial Scholarship Fund (2009)<br />

Barbara A. Lattimer Scholarship Endowment Fund (2001)<br />

Kyle R. Long Scholarship Fund (2004)<br />

Luthra Family Scholarship Fund (2014)<br />

Macdonald Foundation Work Ethic Scholarship Fund (<strong>2015</strong>)<br />

Marathon County Farm Technology Days<br />

Scholarship Fund (1997)<br />

Marathon County Labor Council Scholarship Fund (1998)<br />

Marathon County Medical Alliance Scholarship Fund (1993)<br />

Mark Foundation TLC Scholars Fund (1998)<br />

Peter A. Mattiacci Athletic Scholarship Fund (1995)<br />

Medical Staff Education/Library Fund (1995)<br />

Berland A. Meyer Scholarship Fund (2005)<br />

Mid Wisconsin Foundation Scholarship Fund (2013)<br />

Gene & Carolyn Molinaro Scholarship Fund (2005)<br />

Robert J. Neugebauer Memorial Scholarship (2014)<br />

Robert J. Neugebauer Scholarship Fund (1998)<br />

Newman Class of ‘63 Scholarship Fund (2014)<br />

Northland Lutheran High School Scholarship Fund (1995)<br />

OjO-Dor Scholarship Fund (1991)<br />

Russell C. & Dorothy A. Paulsen Scholarship Fund (2000)<br />

Gloria Paustian Memorial Scholarship Fund (1991)<br />

Matthew R. Paustian Engineering Scholarship Fund (1990)<br />

Tom & Phyllis Riiser Scholarship Fund (1999)<br />

River Valley Bank Music Scholarship Fund (2010)<br />

Rotary Club of Wausau Scholarship Fund (2007)<br />

June Brunner Schenzel Memorial Scholarship Fund (2009)<br />

Larry Schmitz Wausau East Soccer<br />

Scholarship Fund (2014)<br />

James T. Schremp Memorial Scholarship Fund (2000)<br />

Marvin C. Schuette Memorial Scholarship Fund (2007)<br />

Cornelia L. Seim Scholarship Fund (1993)<br />

Joseph “Pep” & Frances Simek-Enerquip Memorial<br />

Scholarship Fund (2014)<br />

Russell Sliwicki Memorial Scholarship Fund (2002)<br />

Scott Stasney Freedom Fund (2003)<br />

John & Judy Stevens Music Scholarship Fund (2012)<br />

Harold & Ruth Tessmer Scholarship Fund (2012)<br />

Jerome Thiessen Aviation Financial Assistance Fund (2010)<br />

Charles Thorpe Scholarship in the Visual Arts Fund (1998)<br />

Ralph Tinker Scholarship Fund (1989)<br />

TLC Scholars - WA<strong>CF</strong>I Fund (1999)<br />

Peter & Carol Tomasi Scholarship Fund (1994)<br />

Archie C. Towle Aviation Endowment Fund (1998)<br />

Kimberly A. Van Den Elzen Memorial<br />

Scholarship Fund (1998)<br />

Chia Vang & Chue Lor Scholarship Fund (2008)<br />

Pastor Walter & Blanche Wahl Clergy<br />

Development Fund (2006)<br />

Christopher M. Wallschlaeger Memorial Fund (2004)<br />

Wausau Area Builders Association Fund (1997)<br />

Wausau Area H.O.P.E. Hmong Women<br />

Scholarship Fund (2006)<br />

Wausau East Class of 1960 Scholarship Fund (2000)<br />

Wausau East Girl’s Swim Team Scholarship Fund (2006)<br />

New funds formed in <strong>2015</strong><br />

MACDONALD FOUNDATION WORK ETHIC SCHOLARSHIP FUND<br />

Rewarding hardworking students<br />

Mark and Donna Macdonald, owners of the Wisconsin Woodchucks, know<br />

firsthand the importance of a strong work ethic. They both began working<br />

when they were just 10 years old, experiences the couple say have taught<br />

them “the value of a dollar.” They instilled that same work ethic in their four<br />

children, who all worked their way through high school. “It has made them<br />

happier, healthier, and more successful young adults,” reflected Mark.<br />

The couple established the Macdonald Foundation Work Ethic Scholarship<br />

Fund within the Community Foundation in <strong>2015</strong> to encourage and reward<br />

students who are working, in addition to getting an education.<br />

Mark and Donna Macdonald, pictured<br />

above, generously supported ten Macdonald<br />

Foundation Work Ethic Scholarships in <strong>2015</strong>,<br />

including four to Woodchuck employees,<br />

Matt Borta, Amber Prell, Tarin Rayala, and<br />

Taylor Porter.<br />

Wausau East Mathematics Department<br />

Scholarship Fund (2005)<br />

Wausau Education Association Foundation (1997)<br />

Wausau High School Class of 1963 Fund (2008)<br />

Wausau High School Class of 1966 Scholarship Fund (<strong>2015</strong>)<br />

Wausau School District Secretaries & Paraprofessionals<br />

Scholarship Fund (2013)<br />

Richard Weinreis Memorial Scholarship Fund (2001)<br />

Brett Robert Weller Memorial Scholarship Fund (2009)<br />

Shari K. Widmark Memorial Scholarship Fund (2001)<br />

Wisconsin Aviation Hall of Fame Fund (2010)<br />

Harry K. Wrench Jr. Memorial College<br />

Scholarship Fund (1994)<br />

Neng & Bao Xiong Volvo Scholarship Fund (2006)<br />

Tong Phia Xiong & Sale Lor Scholarship Fund (2011)<br />

GIVING BACK TO THE COMMUNITY<br />

Scholarships totaling $10,000<br />

awarded in <strong>2015</strong><br />

Tarin Rayala is one of 10 students to receive a $1,000<br />

scholarship from the newly established fund in <strong>2015</strong>.<br />

She is pursuing a degree in social studies education<br />

at UW-La Crosse. She has worked summers at the<br />

Wisconsin Woodchucks since 2012. This year she<br />

also tutored and mentored summer school students<br />

in the Wausau School District. “It’s really cool to be<br />

recognized for the work I’m doing. The scholarship<br />

makes a huge difference, because I’m trying to pay<br />

for college on my own,” Tarin commented.<br />

The Macdonalds said that they chose the Community<br />

Foundation for their fund because of its ability to create an<br />

endowment. “The Foundation can keep the fund going for<br />

many years into the future, long after my wife and I are gone,”<br />

concluded Mark.<br />

18<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


RESTRICTED FUNDS<br />

19<br />

KEEPING A GOOD THING GOING<br />

Is there a charitable organization or cause that reflects your values and your long-term vision for the<br />

community? You can ensure that your community continues to benefit from their good work today and<br />

long after your death by establishing or contributing to a restricted or field of interest fund. Direct your<br />

gift to a specific nonprofit agency or choose an area of interest that is meaningful to you, such as the arts,<br />

resource preservation, youth, or elderly programming.<br />

The Community Foundation prudently invests and manages your gifts, generally using only the earnings<br />

of the fund to award grants that align with your philanthropic goals.<br />

RESTRICTED FUNDS ADMINISTERED<br />

Albert Family Fund (2014)<br />

Alcohol & Drug Awareness Fund (1993)<br />

Alcohol & Other Drug (AOD) Partnership Fund (2013)<br />

American Red Cross Marathon County Chapter<br />

Fund (2001)<br />

Badger State Games Athlete Assistance Fund (2012)<br />

Beyond Pencils and Crayons Fund (2011)<br />

Big Brothers Big Sisters of the Marathon County<br />

Area Fund (1998)<br />

Birch Trails Girl Scout Council, Inc. Fund (2000)<br />

Boys & Girls Club of the Wausau Area Operating<br />

Fund (1999)<br />

Norman Bradfish Endowment Fund (<strong>2015</strong>)<br />

Center for the Visual Arts Endowment Fund (1992)<br />

Central Wisconsin Educational Theatre Alliance<br />

Fund (2010)<br />

Community Arts Grant Fund (1997)<br />

Community Corner Clubhouse Fund (2011)<br />

Community Cultural Dance Club Fund (2004)<br />

D.C. Everest Area Education Foundation Fund (2003)<br />

Devoe/Silbernagel Memorial Fund (1989)<br />

Edgar Area Education Foundation Fund (2008)<br />

Family Planning Health Services Fund (2000)<br />

A. Ward Ford Memorial Institute Fund (2001)<br />

Friends of Rib Mountain State Park Fund (2001)<br />

Fred W. Genrich III Fund (1999)<br />

Girl Scouts Alexander Lodge Fund (2003)<br />

Good News Fund (1998)<br />

Good News Project Endowment Fund (2003)<br />

Goodwill Industries of North Central Wisconsin Fund (1997)<br />

Grand Theatre Preservation Society Fund (1990)<br />

GrassWorks Foundation Fund (2012)<br />

Healthy Marathon County Fund (2007)<br />

Hmong Education Fund (2004)<br />

Humane Society of Marathon County Fund (2002)<br />

Carl Hummel - Wausau City Seal Fund (2013)<br />

EO Johnson Charitable Legacy Fund (2011)<br />

G.D. Jones Elementary School Playground Project<br />

Fund (1999)<br />

K Fund (2006)<br />

Knights of Columbus Fund for the Cognitively<br />

Disabled (2003)<br />

Roy Larsen Memorial Fund (1988)<br />

Lombard Collection Fund (1992)<br />

Marathon County Historical Society Fund (2003)<br />

Marathon School District Endowment Fund (2005)<br />

Minocqua Public Library Foundation Endowment<br />

Fund (2012)<br />

Robert W. Monk Gardens Fund (2008)<br />

Mosinee Educational Fund (2008)<br />

Mosinee Flowage Trust Fund (2006)<br />

Mount Sinai Capital Improvement Fund (2000)<br />

Mount Sinai Congregation Endowment Fund (1994)<br />

The Neighbors’ Place Community Garden Fund (2004)<br />

The Neighbors’ Place Fund (2007)<br />

Bob Nelson Memorial Recreational Fund (2002)<br />

Never Forgotten Honor Flight Fund (2009)<br />

Newman Catholic Schools Fund (1994)<br />

North Central Conservancy Trust Fund (1996)<br />

North Central Health Protection Plan Fund (2001)<br />

North Central Wisconsin Donate Life Fund (2007)<br />

Tom O’Malley Memorial Fund (<strong>2015</strong>)<br />

Performing Arts Foundation Operating Fund (1991)<br />

Pine Grove Mausoleum Fund (2003)<br />

Rhinelander Area Community Benefit Fund (<strong>2015</strong>)<br />

Rhinelander Area Food Pantry Fund (2014)<br />

Rhinelander Bump Art Endowment Fund (2011)<br />

Rhinelander District Library Foundation Endowment<br />

Fund (2011)<br />

Rhinelander Partners in Education Fund (2012)<br />

River Edge Fund (1991)<br />

George L. Ruder Fund (1990)<br />

St. Jude Children’s Hospital Fund (2014)<br />

Jerome A. Scheibl Memorial Fund (2014)<br />

Senior Life-Enhancement Fund (2007)<br />

The Lawrence & Jane Sternberg Rivers Edge<br />

Development Fund (1999)<br />

Chester L. Suski Arts Fund (1996)<br />

Tyler’s Home/Opportunity, Inc. Respite Endowment<br />

Fund (2002)<br />

United Way Endowment Fund (1991)<br />

United Way’s Leave a Legacy Society Fund (2001)<br />

Volunteer Center Special Projects Fund (1998)<br />

VSA Arts of Wisconsin Fund (1995)<br />

Wausau Area Mobile Meals Fund (1997)<br />

Wausau Conservatory of Music Fund (1991)<br />

Wausau Dance Theatre Fund (2001)<br />

Wausau East High School Athletics Fund (1997)<br />

Wausau Lyric Choir Endowment Fund (1998)<br />

Wausau & Marathon County Parks Foundation Fund (1990)<br />

Wausau School Foundation Endowment Fund (1997)<br />

Wausau Symphony & Band Fund (1997)<br />

Thelma Webb Fund (2011)<br />

Wisconsin Valley Fair Educational Fund (2009)<br />

Women’s Community Believe Fund (2012)<br />

The Women’s Community, Inc. Fund (1998)<br />

WXPR Public Radio Endowment Fund (1997)<br />

YMCA Camp Sturtevant Fund (1998)<br />

New funds formed in <strong>2015</strong><br />

20<br />

COMMUNITY ARTS GRANTS<br />

ALWAYS SOMETHING FUN TO DO!<br />

Concerts. Plays. Festivals. The arts are at the center of an active, thriving community. They bring joy to our<br />

lives, and opportunities to laugh, sing, dance, learn, create, inspire, and even to change lives.<br />

Since 1998, the Community Foundation has been enhancing and expanding local arts opportunities<br />

through its Community Arts Grant program. These grants enable agencies to provide concerts, art<br />

exhibits, dance and theatrical performances, in-school residencies, camps, and other quality arts<br />

programming, often for free or at reduced prices, making the arts accessible to all.<br />

Central Wisconsin Children’s Theatre<br />

used a Community Arts Grant to<br />

help fund a production of “Annie Jr.”<br />

in <strong>2015</strong>.<br />

The Community Arts Grant Fund is made possible through an initiative of the Wisconsin Arts Board,<br />

which provides state funding. The B.A. and Esther Greenheck Foundation and Community Foundation’s<br />

Wausau • Marathon County Fund augment those funds, boosting the impact that is made on visual and<br />

performing arts programs throughout Marathon County. Grant applications are accepted and reviewed<br />

each spring.<br />

In <strong>2015</strong>, 29 grants totaling $61,345 were awarded. The Central Wisconsin Children’s Theatre utilized their<br />

grant of $3,065 to present three performances of “Annie Jr.” at the Grand Theater in July. The play was<br />

produced through the Penguin Project, a program that focuses on giving children with developmental<br />

disabilities the chance to experience musical theater with their peers.<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


PROJECT FUNDS<br />

A GREAT EXAMPLE OF COMMUNITY IN ACTION<br />

Charitable organizations in our area undertake many important projects to enhance the quality of life<br />

in the greater Wausau area. By establishing a project fund within the Community Foundation, they<br />

can concentrate on project details and fundraising while the Community Foundation administers and<br />

distributes gifts received from donors. This partnership also ensures that projects are completed within<br />

a defined time period, and that donors’ tax-deductible gifts are acknowledged and used strictly for the<br />

purpose they wish to support.<br />

PROJECT FUNDS ADMINISTERED<br />

Bike Trails Project Fund (2008)<br />

Cameras for Cops Fund (2014)<br />

Centergy, Inc. Fund (2006)<br />

Children’s Museum Fund of Marathon County (2013)<br />

City of Wausau Public Access Production Fund (2014)<br />

Commission for a Greener Tomorrow Fund (2008)<br />

The Connections Place Fund (2014)<br />

Dairy Grazing Apprenticeship Fund (2012)<br />

Edgar Summer Baseball Fund (2014)<br />

Enriching the Quiet Side Together (<strong>2015</strong>)<br />

Friends of Rib Mountain State Park Enclosed Park<br />

Shelter Fund (2013)<br />

Friends of Wausau Hockey Rink Expansion Fund (2013)<br />

Galloway Playground Fund (2008)<br />

Hardels’ HOPE Fund (2014)<br />

Hmong Veterans Memorial Project Fund (2014)<br />

The Jeanie Marie Fund (2011)<br />

JoJo’s Jungle Fund (<strong>2015</strong>)<br />

New funds formed in <strong>2015</strong><br />

Kenya Water Project Fund (2006)<br />

Robert W. Monk Kitchen Garden Fund (2014)<br />

Mosinee Community Athletic Complex Fund (2011)<br />

Mosinee Recreation Center Fund (1994)<br />

Paws Enforcing Laws Fund (2013)<br />

People to People Project (Laos) Fund (2007)<br />

Rotary Club of Wausau Art Walk Fund (2014)<br />

Rotary Club of Wausau Centennial Fund (2014)<br />

Rural Health Initiative Fund (2013)<br />

Stable Hands, Inc. Fund (2011)<br />

Sudan Community Development Fund (2011)<br />

Support for Sight, Inc. Fund (2013)<br />

Sylvan Hill Bike Park Fund (<strong>2015</strong>)<br />

Wausau Curling Center Building Fund (2011)<br />

Wausau Daily Herald Stock the Shelves Fund (2010)<br />

Will Play for Fund (2013)<br />

The Women’s Community Capital Campaign Fund (2008)<br />

HMONG AMERICAN CENTER, INC.<br />

Honoring Hmong veterans of the Vietnam War<br />

Hmong soldiers made significant contributions and sacrifices while covertly supporting American troops<br />

during the Vietnam War. After the war, the Hmong people were persecuted by the regime they had<br />

fought against, and fled to safety in other countries, including the United States. In 1976, the first Hmong<br />

family arrived in north central Wisconsin. Today, more than 7,000 Hmong Americans live in the greater<br />

Wausau area.<br />

A monument of recognition<br />

In <strong>2015</strong>, the Hmong American Center in Wausau undertook a capital campaign to design a monument<br />

honoring Hmong veterans. They established a project fund within the Community Foundation in January<br />

of <strong>2015</strong> to accept donations during the campaign.<br />

Mort McBain and Peter Yang are co-chairs of the Hmong Memorial Planning Committee. “This project<br />

pays tribute to those who fought for the United States during the war, and also demonstrates the<br />

community’s support for present and future generations of Hmong Americans who call Marathon<br />

County their home,” Mort reflected.<br />

Peter agreed, saying, “We have received overwhelming support. It shows that people feel this project is<br />

important.”<br />

A trusted partner and resource<br />

A $10,000 Community Enhancement Grant kicked off the campaign, and an anonymous donor<br />

providing a dollar-for-dollar match up to $100,000 sparked the interest of potential contributors. With<br />

contributions from 405 donors ranging from $5 to $50,000 and totaling nearly $263,000, the project’s<br />

fundraising goal has been met.<br />

21 22<br />

“Having the Community Foundation as the fiscal agent assures donors that every dollar collected will<br />

be used toward the project,” commented Peter. “The Foundation was also helpful in connecting us with<br />

organizations and individuals for financial support. We are really appreciative.”<br />

DONOR CENTRAL<br />

The memorial will take its proper place among other war memorials on the grounds of the Marathon<br />

County Courthouse by the summer of 2016.<br />

ONLINE INTERACTIVE GIVING<br />

When you establish a fund through the Community Foundation, you have access to DonorCentral, a<br />

secure, online philanthropic tool that allows you to:<br />

• View your current fund information<br />

• Download fund statements<br />

• Learn about unmet community needs<br />

• Recommend grants<br />

• Designate specific areas of grantmaking interest<br />

To sign up for DonorCentral, please contact our office at 715.845.9555 to obtain your user ID and private<br />

password. You can then utilize this free and convenient tool via our website at www.cfoncw.org. Simply<br />

click on the “Manage Your Fund” button and follow the prompts.<br />

Xang Xiong and Hmong shaman Khoua Lee Moua bless the future site of the Hmong<br />

Veterans Memorial by burning incense and paper on the courthouse grounds.<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


FINANCIALS<br />

UNRESTRICTED FUNDS<br />

DONOR ADVISED FUNDS<br />

RESTRICTED FUNDS<br />

SUMMARY<br />

STATEMENT OF<br />

FINANCIAL<br />

POSITION<br />

December 31, <strong>2015</strong><br />

(with comparative<br />

totals for 2014)<br />

ASSETS<br />

<strong>2015</strong> 2014<br />

Cash and investments $ 44,997,595 $ 43,928, 27 1<br />

Pledges receivable 323,142 740,208<br />

Other assets 367,344 353,436<br />

TOTAL ASSETS $ 45,688,081 $ 45,021,91 5<br />

10M<br />

8M<br />

6M<br />

4M<br />

2M<br />

12M<br />

9M<br />

6M<br />

3M<br />

15M<br />

10M<br />

5M<br />

LIABILITIES AND NET ASSETS<br />

Accounts payable and accrued liabilities $ 568,871 $ 435,394<br />

Funds held for agencies 5,783, 124 6,743,302<br />

TOTAL LIABILITIES 6,351,995 7,178,696<br />

NET ASSETS<br />

Unrestricted 9,929,222 10,671,044<br />

Donor advised 13,366, 133 10,935,730<br />

Restricted 16,040,73 1 16,236,445<br />

0<br />

’11<br />

’12<br />

’13<br />

’14<br />

2011 $ 7,436,7 1 2<br />

2012 $ 8,393,380<br />

Unrestricted Funds<br />

’15<br />

2013 $ 10,503,523<br />

2014 $ 10,6 7 1,044<br />

<strong>2015</strong> $ 9,929,222<br />

0<br />

’11<br />

’12<br />

’13<br />

’14<br />

2011 $ 7,629,640<br />

2012 $ 8,529,206<br />

Donor Advised Funds<br />

’15<br />

2013 $ 9,7 1 1 ,345<br />

2014 $ 10,935,730<br />

<strong>2015</strong> $ 13,366,1 33<br />

0<br />

’11 ’12 ’13 ’14 ’15<br />

2011 $ 12,635,402<br />

2012 $ 14,017,8 1 1<br />

Restricted Funds<br />

2013 $ 16,204,086<br />

2014 $ 16,236,445<br />

<strong>2015</strong> $ 16,040,7 3 1<br />

TOTAL NET ASSETS 39,336,086 37,843,2 1 9<br />

TOTAL LIABILITIES AND NET ASSETS $ 45,688,08 1 $ 45,021,9 1 5<br />

TOTAL CONTRIBUTIONS<br />

TOTAL GRANTS<br />

NET OPERATING EXPENSES*<br />

23<br />

SUMMARY<br />

STATEMENT OF<br />

ACTIVITIES AND<br />

CHANGES IN NET<br />

ASSETS<br />

December 31, <strong>2015</strong><br />

(with comparative<br />

totals for 2014)<br />

REVENUE AND SUPPORT<br />

Total contributions $ 7,076,929 $ 4,905,999<br />

Less contributions from funds held for agencies 1,322,927 2,264,340<br />

Contributions 5,754,002 2,641,659<br />

Total investment income (loss) (2,188,625) 881,79 1<br />

Less investment income (loss) on funds held (188,7 1 1) 1 10,049<br />

for agencies<br />

Investment income (loss) (1,999,914) 771 ,742<br />

Other income 2 1,173 18,618<br />

TOTAL REVENUE AND SUPPORT 3,775,261 3,432,019<br />

GRANTS AND EXPENSES<br />

Total grants 3,801,754 3,949,295<br />

Less grants from funds held for agencies 2,007,429 2,399,257<br />

Grants 1,794,325 1,550,038<br />

Total operating expenses 575,034 565,680<br />

Less administrative fees on funds held for agencies 86,965 107,964<br />

Operating expenses 488,069 457,71 6<br />

TOTAL GRANTS AND EXPENSES 2,282,394 2,007,754<br />

REVENUE IN EXCESS OF EXPENSES 1 ,492,867 1,424,265<br />

NET ASSETS - BEGINNING 37,843,219 36,418,954<br />

NET ASSETS - ENDING $ 39,336,086 $ 37,843,2 19<br />

Auditors: Wipfli LLP<br />

The complete audited financial statements and copies of our tax forms 990 (and 990-T if applicable)<br />

are available upon request by calling 715.845.9555 or e-mailing info@cfoncw.org.<br />

7M<br />

6M<br />

5M<br />

4M<br />

3M<br />

2M<br />

1M<br />

0<br />

INVESTMENT PERFORMANCE<br />

8%<br />

6%<br />

4%<br />

2%<br />

0%<br />

-2%<br />

-4%<br />

-6%<br />

’11<br />

-5.7% -3.2%<br />

CPI+5% 1.5%<br />

1 yr<br />

Agency Related<br />

’12<br />

’13<br />

’14<br />

3.1%<br />

6.0%<br />

3 yr<br />

’15<br />

2011 $ 6,467,535<br />

2012 $ 2,841 ,35 1<br />

Total Contributions<br />

2013 $ 4,918,854<br />

2014 $ 4,905,999<br />

<strong>2015</strong> $ 7,076,929<br />

5M<br />

4M<br />

3M<br />

2M<br />

1M<br />

0<br />

4.0% 4.2% 4.4% 7.6%<br />

6.6%<br />

5 yr<br />

’11<br />

Agency Related<br />

’12<br />

’13<br />

6.9%<br />

7.1%<br />

Since 09/02<br />

’14<br />

’15<br />

2011 $ 4,513,547<br />

2012 $ 5, 1 15,745<br />

Total Grants<br />

2013 $ 3,082,938<br />

2014 $ 3,949,295<br />

<strong>2015</strong> $ 3,801,754<br />

Community Foundation of North Central Wisconsin<br />

Benchmark*<br />

500K<br />

400K<br />

300K<br />

200K<br />

100K<br />

0<br />

’11<br />

*Balanced index is currently comprised of the following<br />

indices: 15% S&P 500, 5% S&P 400, 5% Russell 2000,<br />

10% MSCI EAFE, 5% MSCI SC EAFE, 10% MSCI<br />

Emerging Markets, 20% Barclays Aggregate Bond,<br />

10% HFRI Equity Hedge, 6% Dow Jones UBS<br />

Commodities, 4% FTSE NAREIT All Equity, and<br />

10% HFRI FOF Conservative<br />

Investment Consultants: Fund Evaluation Group (FEG)<br />

’12<br />

’13<br />

’14<br />

’15<br />

2011 $ 357,950<br />

2012<br />

Net Operating<br />

$ 417,84 7<br />

2013 $ 443,238<br />

2014 $ 457,7 16<br />

<strong>2015</strong> $ 488,069<br />

* less fees from agencies<br />

24<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

<strong>2015</strong>: Investment Performance<br />

cfoncw.org


BEYOND PENCILS AND CRAYONS GRANTS<br />

BOARD OF DIRECTORS/COMMITTEES/STAFF<br />

D.C. EVEREST SCHOOL DISTRICT<br />

Engaging students in robotics and coding<br />

“We get to teach it how to drive!”<br />

“Let’s make it light up!”<br />

“Yeah, I did it!”<br />

The libraries at Mountain Bay and Evergreen Elementary Schools are anything but quiet during robotics<br />

and coding class. The excited K-5 students think programming their robots to talk, change colors, spin,<br />

travel in different directions, speed up, slow down, and conquer an obstacle course is all fun, but Library<br />

Media Specialists Elissa Ruppert (Mountain Bay) and Eric Heeren (Evergreen) know it is serious education.<br />

By using iPads and programming software to control robots, students are gaining important hands-on<br />

experience in computer programming and coding languages.<br />

PUTTING DONORS’ VISION INTO ACTION<br />

Our dedicated board of directors and committee members bring valuable legal, investment, and civic<br />

expertise to the Community Foundation and graciously volunteer their time and talents to fulfill our<br />

mission and the vision of our donors. We thank them for their dedication and diligence in overseeing<br />

the Foundation’s administration and governance, and directing the investment and disbursements of<br />

the Foundation’s assets.<br />

BOARD OF DIRECTORS AND CONSULTANTS<br />

Empowering teachers, preparing students<br />

“Being able to write code is a new form of literacy,” explained Elissa. “In the future, those who can write<br />

code—the language you type into a computer to tell it what to do—will have the advantage.” Elissa and Eric<br />

had the idea of adding the program to their curriculum three years ago, but lacked the budget to purchase<br />

the robots and software. In <strong>2015</strong>, they received Beyond Pencils and Crayons Grants of nearly $7,400,<br />

enabling them to finally implement the program.<br />

Jamie C. Schaefer<br />

President<br />

Dennis M. DeLoye<br />

Vice President<br />

Dan Danson<br />

Scott P. Doescher<br />

Steven M. Immel<br />

Polly James<br />

Hugh E. Jones<br />

Mary Jo Johnson<br />

25<br />

“Engaging students with robotics when they are young gives them an idea of the possibilities and<br />

establishes a foundation on which to build,” Eric said. “Also, working together and helping each other<br />

complete each step develops<br />

lifelong skills, not only in<br />

computer programming, but<br />

also in team building, critical<br />

thinking, and problem solving.”<br />

Fred T. Lundin<br />

Treasurer<br />

Cari Logemann<br />

Secretary<br />

Consultants to the Board:<br />

Jim Kemerling<br />

Amy Plier Mary Nell Reif Phil Valitchka<br />

Randy P. Verhasselt<br />

Portrait photography by Kirk Kolpitke,<br />

A Mountain Studio<br />

26<br />

Mountain Bay and Evergreen<br />

Elementary Schools are serving<br />

as the program’s pilot sites for<br />

the D.C. Everest School District.<br />

Elissa Ruppert, Library Media Specialist at Mountain<br />

Bay Elementary School, and her students explore the<br />

concepts of robotics and coding thanks to a Beyond<br />

Pencils & Crayons Grant awarded to their school.<br />

COMMITTEES AND STAFF<br />

AUDIT COMMITTEE<br />

Fred Lundin, Chair<br />

Jamie Schaefer<br />

Dennis DeLoye<br />

Cari Logemann<br />

DISTRIBUTIONS COMMITTEE<br />

Mary Nell Reif, Chair<br />

Daniel Danson<br />

Peter Gaffaney<br />

Polly James<br />

Jacob Lasee<br />

Cari Logemann<br />

Amy Plier<br />

Helena Reising<br />

Jennifer Sweeney<br />

INVESTMENT/<br />

FINANCE COMMITTEE<br />

Fred Lundin, Chair<br />

Scott Doescher<br />

Hugh Jones<br />

Jim Kemerling<br />

Dennis DeLoye<br />

Thomas A. Mack<br />

Jay M. Wiedenman<br />

Jamie Schaefer<br />

Scott Cattanach<br />

Steve Schmidt<br />

MARKETING COMMITTEE<br />

Randy Winter, Chair<br />

Mary Jo Johnson<br />

Sara Valiska<br />

Phil Valitchka<br />

Randy Verhasselt<br />

Manee Vongphakdy<br />

NOMINATING COMMITTEE<br />

Jamie Schaefer, Chair<br />

Dennis DeLoye<br />

Fred Lundin<br />

Cari Logemann<br />

STAFF<br />

Jean C. Tehan, Executive Director<br />

Cindy Kraeger, Administrative Assistant<br />

Sue Nelson, Program Manager<br />

Tammy Szekeress, Operations Director<br />

Pam Eckmann, Accountant<br />

Pauline Zweck, Accountant<br />

PAST PRESIDENTS’<br />

ROUNDTABLE<br />

Ginger Alden<br />

Keith Kocourek<br />

James Lundberg<br />

Thomas Mack<br />

Sarah Miller<br />

Ralph Mirman<br />

Todd Nicklaus<br />

Jeny Nieuwenhuis<br />

Linda Prehn<br />

Beverley Smith<br />

Jennifer Sweeney<br />

James VanEyck<br />

Robert Wolff<br />

IN MEMORIAM<br />

Gordon Backer<br />

Caroline S. Mark<br />

G. Lane Ware<br />

COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN<br />

cfoncw.org


500 First Street, Suite 2600<br />

Wausau, WI 54403<br />

Nonprofit<br />

U.S. POSTAGE<br />

PAID<br />

Wausau, WI<br />

Permit No. 219<br />

WONDERFUL THINGS ARE HAPPENING IN<br />

THE GREATER WAUSAU AREA<br />

because you support the Community Foundation of<br />

North Central Wisconsin. Through your generosity our natural<br />

resources are being protected, students are discovering a<br />

whole new world of possibilities, residents and visitors enjoy<br />

an abundance of arts and cultural events, and we all live<br />

happier, healthier, more fulfilled lives. Thank you!<br />

OUR MISSION<br />

We exist to enhance the quality of the greater Wausau area.<br />

We are in compliance<br />

with National Standards for<br />

U.S. Community Foundations<br />

715.845.9555 . info@cfoncw.org . www.cfoncw.org | ©2016 Community Foundation of North Central Wisconsin

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