2015 CF Annual Report

INTRODUCTION
WHERE VISION AND ACTION COME TOGETHER
01
Ours is a community in action because our donors are people
of action, not only envisioning a vibrant, thriving community,
but generously providing the means to achieve it. Open the pages
of this report to read inspiring stories about the many ways our
donors’ gifts have helped to shape our community in 2015.
TABLE OF CONTENTS
“VISION WITHOUT ACTION
IS MERELY A DREAM…
VISION WITH ACTION
CAN CHANGE THE WORLD.”
Legacy Society............................................................3
Ways to Give.................................................................4
Community Enhancement Funds
and Grant Guidelines.............................................5
Community Enhancement Grants........7-8
Wausau • Marathon County
Fund Donors......................................................... 9-10
Donor Advised Funds..........................................15
Regional Affiliate Funds................................... 16
Scholarship Funds..........................................17-18
Restricted Funds............................................19-20
Project Funds & Donor Central..................21
Financials.............................................................23-24
Joel A. Barker
COMMUNITY IN ACTION FEATURES
myTEAM TRIUMPH...............................................6
Samoset Boy Scouts Council........................11
Village of Weston Kayak Launch................12
Medical College of Wisconsin........................13
Community Corner Clubhouse.................... 14
Macdonald Foundation Work
Ethic Scholarship.................................................... 18
Central Wisconsin Children’s Theatre... 19
Hmong Veterans Memorial Project........22
D.C. Everest School District...........................25
Dear Friends,
What do you love most about the greater Wausau area? Many of the
activities and opportunities that make this a vibrant “community in
action” are made possible by you—our Foundation donors—and the
organizations whose work is supported through your generosity.
Together, we are enhancing the quality of life for those who live in,
work in, and love north central Wisconsin.
An extraordinary gift
Our capacity to enrich life for present and future generations increased
greatly in 2015 when we received the single largest gift in our 28-year
history. It denotes the extraordinary level of trust and confidence
donors have in the Foundation’s ability to be diligent stewards not
only of your gifts, but also of your vision for a thriving, more livable
community. We are truly honored.
Weathering a challenging market
Although market conditions this year have been challenging for
investors, the Foundation has sought to maximize gains and minimize
losses by adhering to the discipline of our diversified investment policy
and by working closely with our investment management consulting
firm. Our Investment Committee and board of directors remain vigilant
in monitoring the assets that you entrust to us.
Your gifts in action
Since being established in 1987, your Community Foundation has
invested more than $70 million back into the greater Wausau area
through grants supporting the arts, health and human services,
resource preservation, and education, including nearly $2.5 million in
scholarships benefiting 2,200 students.
We are pleased to report the following accomplishments in 2015:
• Administered $45 million in assets
• Received over $7 million in charitable gifts
• Worked with donors to create 17 new funds
• Administered a total of 359 funds
• Invested nearly $4 million back into the communities we serve,
including more than $250,000 in scholarships, and $400,000 in
Community Enhancement Grants
In the following pages we present our financial record and share
some of our 2015 granting accomplishments. Thank you for making
them possible!
Sincerely,
Jamie C. Schaefer
Jean C. Tehan
02
Board of Directors/
Committees/Staff................................................ 26
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Jamie C. Schaefer
Board President
Jean C. Tehan
Executive Director
COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN
cfoncw.org