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 />
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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