2012 

      ANNUAL 

          REPORT 

 

 

Message from the Chairman 

“We make a living by what we get,    we make a life by what we give.”                                    

    ~ Sir Winston Churchill 

  As I ponder that statement, I believe it begs the ques on:  Why do we give?  When I first became a board member for the Community Founda on of Dunn County, I was actually a li le sur-prised to learn how li le people actually knew about charitable giving.  Part of the role of the Community Founda-on is to help people achieve their charitable goals in an easy and cost effec ve manner.  

   The Community Founda on of Dunn County is an organiza on that has con nually exhibited such 

standards.  Everything the Founda on does in the area of outreach has made and con nues to make a difference to someone, whether it’s a student, a school, a nursing home, a senior center, a theater, an organiza on sup-por ng the disabled, or a civic organiza on.  Making a difference is why donors give through the Founda on and why board members get involved. I want to thank the board members, the execu ve director and the staff for their support and help in making my job as Chairman of the Board more pleasurable and fulfilling.  It has been an honor to have served with each of them. I encourage and invite each of you to consider serving on the Community Foun-da on of Dunn County board.  Talk to a current board member if you have an interest.  I believe you will find that service very rewarding.  Dona ons and the funds held at the Community Founda on of Dunn County have reached a level where they are now having an impact on the success of many project and organiza ons throughout our communi es.  As you look through this year’s Annual Report, you will see the wide range of organiza ons the Founda on has been able to support through our compe ve grant process. As more grants are awarded, organi-za ons can devote more of their  me to accomplishing their mission without devo ng so many hours to fundrais-ing planning and ac vi es.  

   It goes without saying that every organiza on has overhead and administra ve costs and the  Founda on con nues to the Founda on con nues to manage its which is being watched closely, as the 

Community Founda on of Dunn County wants as much of its investors contribu ons as possible to reach the peo-ple who need it.  We feel we have been very successful at managing these costs.  Because of the generous $40,000 grant from the O o Bremer Founda on, the Community Founda on of Dunn County con nues to maximize the so ware program, which has improved the efficiency of the founda on.   

Too, it is a goal of the founda on to build an “opera onal” fund in order to cover day to day expenses. The Community Founda on of Dunn County sponsors an annual Golf Classic which has been very success-

ful over the past several years, as well as a Fall “Jeans and Jewels” gathering which has been enjoyed by many com-munity members.  These two events currently cover the majority of all administra ve expenses for the founda on.  If the funding by the Community Founda on of Dunn County of local non-profits makes it easier for them to do their work and accomplish their mission, then our partnership with them has been successful.  We believe our funding directly correlates with improvements in our communi es to make a las ng difference in lives, but I con n-ue to wonder if the public truly understands how many lives are touched by the work of the community founda-on.    

 Thank you for your con nued charitable dona ons and support to the Community Founda on of Dunn 

County.  Future donors may be interested in obtaining more informa on about becoming a Legacy Society mem-ber, whereby one includes in their Estate Plan/Will, a charitable gi  to the Community Founda on of Dunn County.   

 Again, we can never fully express our sincere gra tude for your generosity.  Your life will be truly enriched 

by your generous giving.  

Larry D. Feiler Board Chairman  2011-2012 

 

 

Our MissionOur MissionOur Mission

To promote, assist and manage charitable giving to create a permanent source of capital that will benefit and enrich the quality of life in the Dunn County area.

Our Vision

A healthy and vital community in which all people have the opportunity to enhance the quality of their lives and the lives of others.

Our Promise

The Board of Directors and staff are committed to maintain-ing the original promise of accountability, professional ser-vices and sound stewardship of our resources.

Our Professional Associations

Help keep us informed about best practices for community foundations, provide legal advice, access to research and an important network for the exchange of ideas.

  

Table of Contents……………………….….page 1

Board of Directors & Staff………………...page 2

Committees & Outgoing Board………..…page 3

Plan Now to Give Later …………………..page 4

Legacy Society…………………………...…page 4

Founders Society……………………...……page 4

Grants & Scholarships Awarded………....page 5

Foundation Funds (as of 12/31/12)…...page 6-7

Pass Through & Fiscal Sponsorships…....page 8

New Funds Established……………..…page 9-11

Our Donors…………………………….page 12-15

Investment Portfolio Summary………....page 16

Financial Statement……………………….page 17

Other Acknowledgments…………..….…page 18

“ How wonderful that no one need wait a single moment to improve the world.”

Anne Frank

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   Board of Directors 2012 

Larry Feiler 

Larry Feiler & 

Associates 

Merlyn Jones 

Re red, Dow 

Corning/Eli Lilly 

Debra Labs 

ConAgra Foods 

Kurt D. Larson 

Campus Ministry 

Greg Lentz 

President,  WESTconsin Credit Union 

 

Jan Pierce 

Re red, Collec on 

Resources 

Tim Schutz 

Re red 

Rich Rhiel 

Rhiel Funeral Home & 

Crema on Service 

Bruce Siebold 

Rusk Prairie  

Consul ng Group 

Cindy Smith 

Controller, Aurora 

Residen al Services 

Royed Wollberg 

Market Manager, 

Bremer Bank 

David Thoe 

Vice President,  

Business Loans,  

Royal Credit Union 

Linda McIntyre 

Execu ve Director 

Diana Bohan 

Finance Specialist 

Dec 2012 

Staff Members 2012

Kathleen  Brown 

Administra ve Assistant 

Jan—Sept 2012 

The Board of Directors and staff are committed to maintaining the Founder’s original promise of accountability, professional

services and sound stewardship of our resources.

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Executive (Governance)

Larry Feiler, Chair Tim Schutz, Vice Chair/Chair Elect Mike Schmitz, Secretary Cindy Smith, Treasurer Merlyn Jones, At Large Royed Wollberg, At Large

Finance (Budget/Operations)

Cindy Smith, Chair Mike Schmitz David Thoe Rich Rhiel Marketing (Public Relations)

Merlyn Jones, Chair Jan Pierce Debbie Labs Bruce Siebold

2012 Committee Members

Charity Golf Classic

Tim Schutz, Chair Royed Wollberg Rich Rhiel Jan Pierce David Thoe Community Members Dean Babbitt Charlie Kell Craig Anderson John Wesolek Steve Terry

Development (non-event)

Merlyn Jones, Chair Kurt Larson Jan Pierce Tim Schutz Greg Lentz Investment Committee

Royed Wollberg, Chair David Thoe Bruce Siebold

THANK YOU for your service               

Michael Schmitz 

VP of Opera ons, WESTconsin Credit Union 

Bridget Finke 

Associate A orney, Bakke Norman Law Office 

Charles Kell 

Re red,  University of Wisconsin-Stout 

   

Jeans & Jewels

Jan Pierce, Chair Merlyn Jones Cindy Smith Mike Schmitz Debbie Labs Community Members

Cindy O’Connell Sue Neubauer Carol VandeBerg

Grants Committee

Kurt Larson, Chair Jan Pierce Tim Schutz Greg Lentz Community Members

Jack Jeatran Wendy MacDougall Nancy Doane

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Founders Society Members The following individuals, families and businesses have helped make the Community Foundation a permanent part of Dunn County through their initial unrestricted gift of $2,500 or more.

Please note: Some business names have been changed since the original gifts were made and some individu-als are now deceased; however, this listing reflects the original founding donors.

  

Larry & Vicki Jess Tom & Barbara Johnson Merlyn and Shirley Jones Carey Kell* Charlie & Pat Kell Marv Lansing Kurt D Larson Allen & Linda McIntyre Byron Olson Estate * Joan Polasky Jack B. Sampson Phil & Judy Sawin Robert *& Penny Swanson Bradley T. & Marni Waznik Brian & Judy Wier Joe & Jan Womack

Anonymous LaVerne & Beverly Ausman David & Kay Barnard Brian & Lora Benrud Joseph & Susan Brown Clarence Heckel Estate* Russell & Nancy Doane Steve Faulhaber Larry & Sandra Feiler Elizabeth Fenton Estate* Bridget Finke Kim & Karen Fruit Michael Glapa Dr James & Gail Haemmerle Marshall Hagen Estate* Liz Hansman John Houle Estate*

 

LaVerne & Beverly Ausman David P. & Kathleen Barnard Otto Bremer Foundation Bremer Bank Albert & Freda* Brockelman Cedar Corporation Citizens State Bank ConAgra Grocery Products RBC Dain Rauscher First Bank & Trust Dr. John* & Frances* “Fritzi” Furlong John* & Mary Gale Mike & Norma Ginter Ray & Dianne Hughes Bob Jeatran* Tom & Barbara Johnson Johnson Motors/Greg Anderson Julie & Mark Kinney Elaine “Liz” & Jim Lammer Lammer’s Foods/Pat Lammer & Lucy Lammer Douglas & Ann Larson Lehmann & Larson Dist. Inc. / Ron Larson & Mike Lehmann Please note: Some business names have been changed since the original gifts were made and some individuals are now deceased; however, this listed reflects the original founding donors.

M & I Bank Robert* & Shirley Melrose Menomonie Chrysler Center Greg & Jackie* Mickelson Marion Mickelson Dr. Lloyd Milavitz* Dr. & Mrs. Roger Natwick Bill & Sandy Neverdahl Olson Funeral Home / Richard & Karen Olson Gordon* & Ann* Retzloff S & C Bank Phil & Judy Sawin Robert & Denise Sedlak Wesley Sommers* Robert* & Margaret Swanson Gerald & Emma Talen Clarence Talen Charitable Trust William & Gail Thedinga WESTconsin Credit Union Don & Nona Williams Wipfli Ullrich Bertelson *(Deceased) Donors making unrestricted gifts of $2,500 or more may still request that their names be added to the Founder’s Society.

Plan Now ... Give Later

Since 1995 the Foundation has been welcoming donors into the Legacy Society as our way to honor those who have made a lasting commitment by including a future gift to the com-munity in their estate plans.

Whether this is your life-long home or if it’s the place you now call home, you’ve probably invested a lot here and this place has special meaning. You can help make the future of your community healthy and vital for future generations by counting the Community Foundation of Dunn County as one of your heirs.

Your may join the Legacy Society by naming the Foundation as a beneficiary in your Will or Trust, in an insurance policy, a retirement account or other gift that will take effect after your lifetime.

For more information, please contact the Foundation staff for a personal and confidential meeting to discuss ways the Foundation can help you achieve your charitable goals.

Linda McIntyre, Executive Director 715.232.8019

Legacy Society Legacy Society

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General Endowment Fund

Arts & Culture

• Mabel Tainter Center for the Arts

Education

• Dunn County Partnership For Youth • Workforce Resource, Inc. • Dunn County Humane Society Environment

• West Wisconsin Land Trust Heritage

• Dunn County Historical Society Humanitarian Needs

• Bridge to Hope

Community Health Fund • Center for Independent Living

• Menomonie Rifle & Pistol Club

• Dunn County SnowPark

• Menomonie Recreation Department

• School District of Menomonie Area CBJ Kids to Camp Fund

• American Diabetes Association

• Kids to Camp Scholarships

Max Voss, Sophie Voss & Erin Sterk Denise & Bob Sedlak Menomonie Public Library Fund

• Menomonie Public Library

Doug & Ann Larson Family Fund

• Seven Churches Free Health Day Event

Dunn County Historical Society Endowment Fund

• Dunn County Historical Society

WWE Charitable Fund

• Stepping Stones of Dunn County • Free Clinic of Greater Menomonie Area • Community Foundation of Dunn County

Scholarship Funds

1LT Jeremy Wolfe Scholarship Greg Christoffel – Colfax Moriah Harmston – Menomonie

Cammie Johnson Memorial Scholarship Stephanie Breitzman Abigail Stolen

Menomonie Public Schools Foundation Raphael Family Scholarship Zachary Neidermyer

Menomonie Public Schools Foundation Carrie Ann Lehman Memorial Scholarship Zachary Neidermyer

David M. Sjuggerud Memorial Scholarship Alexander Pelke Thomas Andrew Krook Memorial Scholarship Austin Schauf

GRANTS & SCHOLARSHIPS AWARDED

In 2012, the Community Foundation awarded $52,085.63 in grants and scholarships.

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Foundation Funds (as of 12/31/2012) It is easy both to start a new fund or to add to an existing fund. The Foundation accepts gifts at any time to an established fund. Gifts may also be made to memorialize or honor a loved one, colleague or friend. * Indicates that a fund was opened in 2012 (more information about the fund is also found later in this report). Donor Advised Fund (DAF) is the most flexible type of fund that can be established. Donors may recommend grants to a variety of organizations depending on the needs of the community or the wishes of the donor. A DAF is also an excellent choice for those that may be considering establishment of a private foundation. The Community Foundation handles all of the administrative work; there are no tax filings or forms to fill out. The donor has flexibility in achieving their charitable goals, plus the donor re-ceives maximum tax benefits.

Joan Polasky Donor Advised Fund

Douglas & Ann Larson Family Fund

Menomonie Lions Club Donor Advised Fund

Mickelson Family Fund

The Micah Fund

The Porter Fund  

Designated Funds A Designated Fund may be established to sup-port a specific charity or multiple charities. Grants are then awarded to the organization each year as allowed by the terms of the Fund Agreement and the policies of the Community Founda-tion.  

Paul & Bea Axelsen Fund Supports Mayo Health System-Red Cedar, St. Joseph’s Catholic Church & Shirley Doane Senior Center

 

Dunn County Historical Society Endowment Fund Estab-lished by Dwight Agnew to support the work of the Dunn County Historical Society

 

Denise & Bob Sedlak Menomonie Public Library Fund Established by Denise & Bob Sedlak Family and supports the Menomonie Public Library

Dunn County Veterans Memorial Endowment Fund Established by the Veterans Memorial Committee to ensure the maintenance and future improvements to the Memorial. 

Hoffman Hills Recreation Area Fund Established by Richard & Marian Hoffman for the preservation of Hoffman Hills State Recre-ation Area

John M. Houle Memorial Fund *Established by John M. Houle as a legacy gift to benefit the Menomonie Public Library.

Grace Episcopal Church Endowment Fund * Established orig-inally as an Acorn Fund by Charles Kell to support Grace Episcopal Church

 

Founders Administrative Endowment Fund A portion of the original gifts to the Foundation created an endowment fund for annual operating costs - a portion of the earnings may be used an-nually.

Western Wisconsin Energy Charitable Fund *WWE sold the ethanol plant in Boyceville, its board of directors chose to establish a charita-ble fund with CFDC. Over the next 20 years, Steeping Stones, Menomonie Area Free Clinic, and Food Harvest Ministry and CFDC will benefit from

the generosity of its charitable investment back into the community. Agency Endowment - The Foundation administers endowed or quasi-endowed funds for nonprofit organizations in Dunn Coun-ty. Organizations are encouraged to establish funds to help ensure their own future with an endowment that provides important future financial support.

Indianhead Enterprises Fund

United Way of Dunn County Fund

Menomonie Public Library Foundation Endowment Fund * Unrestricted Funds - Gifts of more than $1,000 that are not di-rected to any specific fund are placed in the Foundation’s General Endowment Fund. General Endowment Fund—A portion of the earnings are used each year to make grants to area non-profit groups and organizations that support arts and culture, heritage, the environment, education, humani-tarian needs, community improvement and/or economic development. Field of Interest (FOI) A Field of Interest Fund supports an area of interest of the donor. As an example, a donor may be interest in the arts but wants to provide support for numerous organizations. As the community changes over time, organizations also change. In this way, donors can be assured that the ‘arts’ will be support-ed in the future without specifically naming an organization and/or numerous arts organizations can be supported.

Community Health Fund Established in 2010 after the dissolu-tion of the Menomonie Community Health Foundation. A portion of the assets of MCHF were transferred to the Community Founda-tion of Dunn County to support community health programs and services in the communities served by the Mayo Health System – Red Cedar (formerly Red Cedar Clinic – Mayo Health System and Myrtle Werth Hospital).

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The MASA Fund Established by Merlyn & Shirley Jones to sup-port educational needs of the Boyceville School District.

Byron Olson Memorial Fund Established by the Estate of Byron Olson to provide health services for those that do not have medical care provided by other means.

Marshall Hagen Memorial Fund Established by the Estate of Marshall Hagen and will provide grants to organizations that offer programs and services for cancer patients.

Menomonie Area Public School Foundation - Partnerships for Tomorrow Fund Established by the MAPS board of directors to provide teacher grants for innovative projects that partner with schools and businesses

Scholarship Funds Scholarships Funds may be established by families, individuals or businesses that support graduating sen-iors at any of the high schools within Dunn County. Terms and conditions for scholarship funds vary.

CBJ Kids to Camp Fund Proceeds from the Cammie Johnson Juvenile Diabetes Golf Scramble provide scholarship funds for kids to attend summer camps

Cammie Johnson Memorial Scholarship Fund Nursing schol-arships at all Dunn County high schools with preference to stu-dents with Diabetes

Drums Along the Red Cedar Youth Music Endowment Fund Music scholarships for seniors at all Dunn County high schools

David M. Sjuggerud Memorial Scholarship Fund Seniors at Menomonie High School that have demonstrated leadership in their school and community, scholastic ability and athletic accomplish-ment

Kenneth Willard Memorial Scholarship Fund Menomonie High school seniors who demonstrate scholastic ability and good citizenship

Thomas Andrew Krook Memorial Scholarship Fund Menomonie High School seniors with preference for swim team members

Lucy Murray Memorial Scholarship Fund Students from Me-nomonie, Boyceville, Glenwood City and Elmwood High Schools pursuing nursing degrees

1 LT Jeremy Wolfe Memorial Scholarship Fund Scholarships for Colfax and Menomonie High School seniors of good character, scholastic ability, and a commitment to track and field athletics Menomonie Area Public Schools Foundation Scholarships (MAPS) - The following scholarships were re-established when the MAPS Foundations transferred its assets to the Community Foundation in October 2012. Those noted with an asterisk (*) are permanently en-dowed funds. In all other cases, scholarships will be awarded until the funds are spent down unless additional funds are added

Lois Seifert Memorial Scholarship Fund * Two scholarships annually; seniors must be entering field related to medicine

Bjarne Heian Scholarship Fund * Seniors must have been graduates of Knapp Elementary school or attended one year at Lu-cas Elementary; attending a four-year university or two-year voca-tional or technical college program

Class of 1959 Scholarship Fund Seniors must be pursuing de-gree in secondary education

Gene Flug Memorial Scholarship Fund Interests in the field of education, industrial arts or vocational technology; two-year or four-year college

Carrie Ann Lehmann Memorial Scholarship Fund General education at Chippewa Valley Technical College

Mary Crownhart Memorial Scholarship Fund Special educa-tion, agriculture or counseling; two-year or four-year college

Class of 1945 Scholarship Fund General education

Terry Schaefer Memorial Scholarship Fund Training or edu-cation in an agricultural related field of study; preference to interest in animal science or veterinary studies; two-year or four-year insti-tutions

Eleanor Koehler Memorial Scholarship Fund Pursuing a course of study in English or related disciplines; preference toward students with plans to teach English

Brad Karis Memorial Scholarship Fund General education and participated on two or more varsity athletic teams

Marissa Joyce Memorial Scholarship Fund Pursuing a two-year or four-year degree in nursing

Kathleen Fisher Memorial Scholarship Fund Pursing a de-gree at a two-year or four-year college

Acorn Funds are established by donors who want to build a fund over a longer period of time. When the fund reaches $10,000, it becomes a permanent fund of the Foundation and distributions are made according to the terms and conditions of the Fund Agreement.

American Edge Housing & Food Fund Supports community housing & food programs

Colfax Alumni Fund Supports Colfax School District

Tom & Barb Johnson Fund Expected to convert to a Donor Advised Fund

James & Hilda Miller Family Fund Expected to convert to a Donor Advised Fund

Father Charles A. Blecha Memorial Fund Expected to convert to a Donor Advised Fund

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Pass Through and Fiscal Sponsorship Funds These types of funds are typically established for a short term chari-table purpose for groups that are not designated as 501(c)(3) or to provide administrative support for a small or start-up charitable organization that will benefit our community. Sometimes the Foundation provides additional back office support to assist a 501(c)(3) organization during a special campaign. During 2012, the Community Foundation received contributions of $271,692.74 for the benefit of the following groups and/or organizations.

Advancing Innovation Fund Administers the Otto Bremer Foundation Grant for a new regional economic development organization

Bongey Park Fund Playground fund for Bongey Park

Cammie Johnson Juvenile Diabetes Golf Scramble Supports the CBJ Kids to Camp Fund & the Cammie Johnson Memorial Scholarship Fund

Center Ice Club Supports MHS Girls Hockey Program

Community Garden Fund Supports the Community Garden at Phelan Park

Dunn County Community Visioning Support for the Community Visioning Project

Dunn County K-9 Unit Fund Support for the K-9 Unit

Dunn County Partnership for Youth Supports 23 area non-profit organizations that provide programs for local youth

Dunn County Veterans Memorial Fund Memorial Maintenance and Brick Purchase Program

Friends of the Dog Park Fund Supports Menomonie Dog Park

Galloway Creek Protection Fund Galloway Creek Environmental Project

GFWC Menomonie Women’s Club Downtown Beautification Project (flower baskets)

GMACC Community Fund Chamber of Commerce Community Projects

Heritage Tree Fund Urban Forestry Board’s Memorial Tree Planting Program

John Brunstand Memorial Run Fund Memorial Run Supporting Diabetes Research and Local Non Prof-it Agencies

Knapp Lions Club Park Project Fund Administers Otto Bremer Foundation Grant for Knapp Lions Park

Lake Bank Nature Trail Supports trail improvements along Lake Menomin Trail

Leadership Legacy Fund Scholarship Program for Leadership Menomonie

Menomonie Rotary Kids Against Hunger Fund Kids Against Hunger Program for Menomonie Rotary Clubs

MYHA Arena Fund New hockey arena

Robotics for Kids Fund Robotics for Kids Program

Stepping Stones of Dunn County Capital Campaign Fund

Sustainable Dunn Fund Supports sustainability efforts

Tuesday’s Table Fund Free Community Meal Program

Urban Forestry Carving Project Fund Supports Urban Forestry Projects

Winter Haven Fund Supports Community Warming Shelter

Women’s Fund Supports programs serving women and children

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Menomonie Veterans Honor Guard Flag Day Ceremony 2012

Supported by Dunn County Veterans Memorial Fund

 

 

John M. Houle grew up in Menomonie, graduated from Menomonie High School, and attended UW-Madison before joining the U.S. Navy and becoming a naval aviator. After WWII and the Korean War, he returned to school, ultimately earning a Master’s Degree from UW-Stout and a Ph.D. from UW-Madison. John returned to Menomonie and joined the faculty of UW-Stout.

John passed away in 2011, and as many knew, he “loved to read and had an insatiable thirst for knowledge”. Several years ago, John worked with the staff of the Community Foundation and made provisions in his will to establish a fund to benefit the Menomonie Public Library. The Fund is permanently endowed so that only a portion of earnings will be distributed to the Library each year as a gift in John’s memory. John Houle’s legacy will live on in the community so that future generations may enjoy the many benefits of the public library that he enjoyed throughout his life in Menomonie. John truly made a gift that will keep giving many times over. “John was known as an avid library user. Many of the staff knew him well from his daily visits. He made great use of our resources, and it is a testament to his love of libraries, reading, and life-long learning that he created this gift for the Library and our users.” Ted Stark, Executive Director—Menomonie Public Library Menomonie Public Library Foundation Board Establishes Endowment Fund In May, the Board of Directors of the Menomonie Public Library Foundation signed an Agreement with Community Foundation of Dunn County to establish a $300,000 endowment fund. Library foundations throughout Wisconsin and around the country have partnered with their community foundations to manage their endowment funds. Foundation management and the management of assets are very complex, especially for volunteer organizations. Community foundations can provide professional services at low cost, and in addition, donors are often familiar with community foundations and their services. “The Library Foundation has received numerous gifts over the years, and in the last year received a sizeable bequest. We felt it was time to establish a permanent endowment and believed that the best way to do that was with the assistance of the Community Foun-dation of Dunn County. As an all-volunteer organization we felt that the professional management and expertise offered by the Community Foundation pro-vided an excellent opportunity for us. We feel our action not only benefits the Menomonie Public Library, but it helps the entire com-munity in general by increasing the pool of charitable resources.” Jane Hoyt, Board Chair—Menomonie Public Library Foundation The Porter Fund Jerry and Kim Porter established The Porter Fund in December 2012. Creating a Donor Advised Fund (DAF) provides individuals the greatest flexibility. As organizations change or community needs change, Jerry and Kim also have the ability to be flexible in their choices for the causes they wish to support.

"We first learned about the Foundation through our financial advisor. We then met with Linda to gather information. It took us several years to initiate the process, but we are very glad we did, as we think the Foundation is a great way for us to support the community! We were pleasantly surprised by how easy it was to establish our fund. The staff is so great to work with, patiently answering any questions, and explaining the process every step of the way." Kim Porter—The Porter Fund

In 2012, the Community Foundation established new endowment funds of more than $597,023.00. As of December 31, 2012, the permanently restricted assets total $3,471,197.00.

John M. Houle Memorial Fund Benefits

Menomonie Public Library

New Funds Established in 2012

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The community lost a true friend in 2012 with the passing of Monsignor Charles A. Blecha. Friends of the Mon-signor established a fund at the Community Foundation as a way to honor his memory. Gifts may be made to the Fund at any time. Grants will be made to community groups and organizations that the Monsignor cared about throughout the community.

“It has often been said that he wasn’t just a pastor for St. Joseph’s Parish but for the entire city of Menomonie.” Father Thomas Krieg St. Joseph’s Parish

Grace Episcopal Endowment Fund An Acorn Fund was started in 2011 to benefit Grace Episcopal Church. Through a series of additional gifts the fund reached its en-dowed level in 2012 and is now a permanent Designated Fund that will benefit Grace Episcopal for generations to come. Grace will begin to benefit from the endowment by receiving annual gifts from the fund in 2014. Anyone may make a gift to the fund at any time. Menomonie Area Public Schools Foundation Fund (MAPS) In October, the Menomonie Area Public Schools Foundation Board of Directors voted to transfer its assets to the Community Founda-tion. All of its existing scholarship funds were re-established at the Community Foundation, six new field of interest scholarship funds have been established, a new endowment fund has been set up that will support innovative projects between the schools and business, and two new funds are being established for every school in the District – an endowment fund for the future, and a pass through for special projects and immediate needs. “By establishing the former Menomonie Area Public Schools Foundation as a family of funds within the Community Foundation, we have created a greater opportunity for both our public schools and our students. We are extremely pleased with the transition and excited about things to come.” Christine Stratton, District Administrator School District of Menomonie

Elizabeth Fenton was an active member of the Community Health Foundation, served as a volunteer at the Medical Center, and had a genuine interest in community health issues her entire life. Her will directed a gift to the Community Health Foundation which is now a fund of the Community Foundation, established when the

former Health Foundation dissolved in 2010. “My parents, Elizabeth and Paul, were always supportive of health care in Menomonie, and I am glad to see the Community Founda-tion of Dunn County continuing to support local health issues through the Community Health Fund.” Luke Fenton, Son of Elizabeth Fenton

Father Charles A. Blecha Memorial Fund

Elizabeth Fenton’s Legacy Gift to Community Health Fund

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Fiscal Sponsorship and Pass Through Services Provides Support for Other Organizations

The Community Foundation can serve as a fiscal sponsor for groups or organizations that do not have a 501(c)3 designation from the IRS but serve a charitable purpose. In some cases, the Foundation can help launch a new non-profit organization.

Knapp Lions Club Park Project

The Knapp Lions Club has worked tirelessly for their community for many years. A signature project for the Club has been the park along Highway 12 in the Village. This year the Club spearheaded a project to pave a trail to circle the entire park. The Knapp Lions Club provide hundreds of hours of volunteer services and raise money every year to support the park in addition to all of their other community service projects. The Park serves as a centerpiece and gathering place for village residents and visitors. Through a partnership with the Community Foundation the Club was able to secure a $10,500 grant from the Otto Bremer Founda-tion to complete the work.

“This pathway is an excellent addition to an already attractive park. Thanks to the Otto Bremer Foundation and our fiscal agent, the Community Foundation of Dunn County, it became a reality.” Marv Lansing, Project Coordinator, Knapp Lions Club

John Brunstad Memorial Run

John Brunstad was an avid runner who also suffered from Juvenile Diabetes as a child. After he passed away unexpectedly in 2011, his family and friends wanted to do some-thing in his honor and also support causes that John cared about. They established a pass-through fund at the Foundation and held a fun run in his honor in July. They ex-pected about 50-75 runners and hoped to raised $1 - $2,000; however, they exceeded their goals by doubling the number of runners and raising more than $6,200. All of the proceeds were donated to Juvenile Diabetes Research, Stepping Stones, and Friends of the Red Cedar Trail.

“I’m very grateful to the Community Foundation for the assistance they pro-vided. We wanted to create a fun, family-oriented event that would benefit several worthy organizations. During the planning, I saw the need to work with a well-known, credible organization to act as our pass-through agent for the collection and distribution of funds, and the CFDC was that organization. The first event was a huge success and we are looking forward to collaborating again with CFDC so we can continue to benefit several non-profit organizations in our area.”

Beth Brunstad, wife of John Brunstad

18th Annual Charity Golf Classic

Thank you again for your generous support of the Foundation’s 18th

Annual Charity Golf Classic held on September 12 at Whitetail Golf

Course. The tournament was a sold-out event with 37 teams participat-

ing and 36 sponsors!

 

Thank you for your support of the Community Foundation’s “Jeans & Jewels” Fundraising gala held on November 10. All proceeds from the event helped defray our annual operating costs, and your generosity is sincerely appreciated.

Save the date! November 9, 2013

Off Broadway Banquet Center

You won’t want to miss it!

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OUR DONORS Advancing Innovation Fund Otto Bremer Foundation BEST Boyceville Education Scholarship Trust Fund Donald and Pok Dahler J.R. and Anita Harvey Father Charles A. Blecha Charitable Fund James and Harriet Boettcher Eleanor Duncan David and Janet Fassino William and Nancy Johnson Lammer's Food Fest Our Saviors Lutheran Church Galen and Bernadine Radle David & Patricia Reisinger In Memory of Monsignor Charles A. Blecha Philip and Judith L Sawin Bill and Brenda Swannack John Brunstad Memorial Run Fund Elizabeth Brunstad Tom Cervanka Mark and Sonya Kalscheur KMTSJ, Inc. Dunn County Historical Society Endowment Fund Celene Frey and Roy Ostenso Dunn County Veterans Memorial Endowment Fund Winifred Einum Dunn County Veterans Memorial Pass Through Fund Jennifer and Heath Benike Berg Trust Robert Dealey Thomas and Jenny Dickman Joanie Dulin Winifred Einum Rodger and Debra Hasse Mary and Scott Howard Carrol D. Hulback Judy Johnson Pauline Knutson Albert and Joanne Madsen Wayne and Sheri Nero Sandra and Krister Nevin Vivian Riley Gregory and Angela Slupe Thomas and Jane Slupe Bill and Brenda Swannack Twila Tiller Barbara Williams Dick and Sandy Wisher Galloway Creek Protection Fund 3M Foundation

GFWC Flower Basket Fund 24/7 Telcom Arden and Ardes Alexander American Legion Post 32 In Honor of Post 32 Deceased Veterans Anshus Jewelers Beta Sigma Phi In Honor of all the dedicated Military Families Rosella Blakley In Memory of Don Blakley Bookends on Main Bremer Bank Jean Biggs In Memory of Lillian Redgren Cardinal FG In Memory of Gidget Slavich Cedar Corporation Cedar Country Cooperative Christ Lutheran Church Women In Memory of church members who died in 2011 Bill and Rita Christoffersen In Honor of Doris Lowry ConAgra Foods, Inc. Ann Cook In Memory of Donald & Kevin Cook Robert and Barbara Dahlke Dairy State Bank Dennis' Auto Service Dunn County AHCE In Honor of HCE members Dunn County Child Support Agency In Honor of the families served by Our Agency Dunn County Genealogical Society Dunn County Historical Society Dunn County Snowmobile Association Pollie Evans Robert and Shirley Faber In Memory of Rose Ann Weinberger First Congregational UCC Women's In Honor of 1st Congregational UCC Galen and Patricia Fox In Memory of John and Leona Stanko Ron and Judy Fry In Honor of Ron and Judy Fry Peter and Marcie Garfield Nied Greater Menomonie Area Chamber of Commerce Pinckney and Susan Hall Kenneth & Eva Heintz Robert and Jane Hoyt Jackie Hunt Insurance Agency Inc. J. A. Electric John and Judy Jax In Honor of Alta Vasey Morgan Kris Jenson In Memory of Myrtle & Harry Browe and Louise Arnick Tom and Barbara Johnson In Memory of Our Fathers Nancy Kehrberg Neil and Marie Koch In Memory of Ruth Stewart who loved flowers Dennis Kropp La Dee Dah In Honor of Our Vets James and Elaine Lammer In Memory of Jim & Hilda Miller Jane Larsen In Memory of Tom Larsen

Flora Lehman In Honor of Beverly Spinti Leipnitz Dental Clinic Eugene and Mary Lemke In Memory of Lloyd Rogers Mary Ellen Lidgerding In Honor of Our Children Cheryl Lowery Main Street of Menomonie Mayo Clinic Health System - Red Cedar, Inc. In Honor of Mayo Clinic Health Systems Red Cedar Volunteers Shirley Melrose In Memory of Robert Melrose Menomonie Lions Club Menomonie Market Food Co-op Menomonie Patriotic Council Morin Law Office Ms.ellaneous Gaylan and Nancy Myran In Honor of Our Grandchildren William and Sandra Neverdahl In Memory of Ruth & Jim Neverdahl and Bill & Florence Madsen Olson Funeral Home In Memory of Mike Grimme Olson Properties Jean O'Neill Our Savior's Women Peace Lutheran Church Women Wayne Peterson In Honor of Beverly Peterson Spinti Gary and Donna Pickerign In Memory of Marion Samuel & Rochelle Hardy Jan Pierce In Memory of Sten Pierce Red Dragon Academy Lloyd and Eva Rogers In Honor of Alta Vasey Morgan In Honor of Vivian Goldsmith In Memory of Lloyd Rogers Linda and Tom Rundle In Honor of the members of the GFWC Menomonie Woman’s Club Philip and Judith L Sawin Michael and Sally Schendel In Memory of J.N. & SophieWeiss and Dan & Frances Schendel Leland and Jill Schwebs Dale and Carol Seppa Dennis and Coleen Simpson Rod and Trudy Smeltzer In Honor of Joyce Hagen St. Joseph's Catholic Congregation Charles Stokke In Memory of Luella Stokke Martha Stratton In Memory of Carole W. Stratton In Honor of Nancy Doane Rose Studebaker In Honor of all of the residents of The Oaks Bill and Brenda Swannack Faye Swenson In Honor of Otto Swenson Taco John's William and Gail Thedinga Town and Country Antiques University WI - Stout Joe and Lesa Vavra In Memory of Howard Heise

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Veteran's Honor Guard In Honor of all Veterans VFW Auxiliary Post 1039 Collette Walker Wal-Mart Distribution Center Wal-Mart Super Center In Honor of Menomonie Wal-Mart Associates WESTconsin Credit Union WI Industrial Sand Co. David and Karen Williams In Memory of Bob and Penny Swanson Wipfli Women of St. Paul's Marie Young In Memory of Karl Young GMACC Community Fund 3M Foundation Wal-Mart Foundation Golf Classic Sponsors 2012 Andale Real Estate, Inc. Bakke Norman SC Big Rivers Insurance Bill's Distributing, Ltd. Bremer Bank Cardinal FG Cedar Corporation ConAgra Foods, Inc. Confidential Records, Inc. Dairy State Bank Dunn Energy Cooperative Edward Jones Investments EO Johnson Grace Episcopal Church Jeatran Associates Jimmy Johns Johnson Motors Kado & Associates Charles Kell Keyes Chevytown Mayo Clinic Health System - Red Cedar, Inc. Northtown Ford People's State Bank Prototype Solutions Group, Inc. Royal Credit Union River Bend Vineyard & Winery Riverside Liquor Trimble Dental Inc. Trust Point Inc/Talen Trust University WI - Stout Wal-Mart Distribution Center Waznik-Moseler Group WESTconsin Credit Union Wipfli Wipfli Hewins Grace Episcopal Church Endowment Fund Grace Episcopal Church Charles and Pat Kell Elizabeth A. Rude Heritage Tree Fund 24/7 Telcom John and Judy Jax In Memory of Alta Vasey Morgan Robert and Joan LeRoy In Honor of Alta Vasey Morgan John M. Houle Memorial Fund Estate of John Houle

Jeans & Jewels Sponsors 2012 24-7 Telcom Aurora Community Services Bakke Norman Roy & Liz Bauer Black Squirel Vineyard Bremer Bank ConAgra Foods Dairy State Bank Nancy & Russel Doane Carol Egan Larry & Sandra Feiler Susan & Pinckney Hall Ron & Sharon Hemmy Joe & Judy Jax Tom & Barbara Johnson Merlyn & Shirley Jones Debbie Labs Leipnitz Dental Clinic Leissa's Hair Studio & Day Spa Dave & Irma Jean Maves Mayo Clinic Health System - Red Cedar, Inc. Menomonie Market Food Co-op Bernie & Jane Mulheron Michael Phillips/Susan Sudbrink Rassbach Realty, LLC Rhiels Funeral Home & Cremation Services Phil & Judy Sawin Tim & Jane Schutz Gordon & Cindy Smith Terry & Carolyn Sullivan Dick & Billie Walleen WESTconsin Credit Union Xcel Energy Cammie Johnson Juvenile Diabetes Golf Scramble Sponsors 45th Parallel Spirits Dean and Sue Ann Babbitt Badger Liquor Bakke Norman SC Bauer Built Inc. Siri Benrud Photography BMO Harris Bank N.A. Bremer Bank Cardinal FG Cedar Corporation Coldwell Banker Brenizer First Tee Mulligan Gentle Dental Care Matt Green Halverson Brothers Plumbing Investor Counsel LLC J & L Steel Erectors Jimmy's Salad Dressings Tom and Barbara Johnson Kenwood Vineyards Keyes Chevytown Komro Sales & Service Inc. Mayo Clinic Health System - Red Cedar, Inc. Menomonie Eye and Optical Mind Over Matter Inc. MSW Computing LLC Northtown Ford Pheasants Forever Rhiel Funeral Home & Cremation Services Richard and Lisa Rhiel Saratoga Liquor Thrivent Financial Jerry Thompson Agency, Inc. Time For You Massage & Bodywork

US Bank The Waterfront Bar and Grill WESTconsin Credit Union Wipfli Zanzibar Restaurant & Pub Zanzibar Spice Company Cammie Johnson Memorial Scholarship Fund Kelly and Tammer Busch Robert and Jane Hoyt Tom and Barbara Johnson Thomas Larson Pardon Fashion Show Larry and Janet Wengel Don and Nona Williams Knapp Lion's Club Park Project Otto Bremer Foundation Leadership Legacy Fund Trust Point Inc/Talen Trust Menomonie Area Puble Schools Foundation Class of 1959 Scholarship Fund* Gordon and Linda Hoffman Daryl Lund Menomonie Community Garden Fund Arden and Ardes Alexander Anonymous Amanda Bishop Andrew and Sophia Cleveland Sasha Dupay Andrea Fults Lisa Hedlof Heidi Hooten & Ted Stark Robert and Jane Hoyt Ideal 4-H Club Marion Jenson Calyn & Brittany Johnson Ellen Jordan James and Renee Kausie Ashley & Cynthia Landers Hope Larsen Mary Lotten Ben Markl Mayo Clinic Health System - Red Cedar, Inc. Kristine Meshak William and Dawn Miller Jennifer Monette Positive Alternatives Anthony & Jessica Scholfield Laura Sperl Ursla Smith Richard & Angela Sutliff Meghan Thomason Gao Nhia Vang and Tou Moua Lois Wood Deborah Wright and Robert Horan Menomonie Public Library Foundation Endowment Fund Menomonie Public Library Foundation Menomonie Rotary Club Kids Against Hunger Fund Bremer Bank Colfax Comets 4H Club Colfax School District ConAgra Foods, Inc. Tom Harris Menomonie Area School District

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Tuesday's Table Fund 3M Club Andale Real Estate, Inc. Disabled & Elderly Tansportation Grace Episcopal Church Nancy Kraft David D Schaefer St. Joseph's Catholic Congregation Jeff and Angela Styer Sunset Valley 4-H Mark & Jessica Winterfeldt Western Wisconsin Energy Charitable Fund Dunn Energy Cooperative Winter Haven Fund Sandra and John Buckner Robert and Jane Hoyt Menomonie Market Food Co-op UW - Stout NRHH Chapter Women's Fund Barbara Anderson and Charles Lefevre In Memory of Helen Govin

In‐KindGifts2012GolfClassic4thAnnualJeansandJewelsEvent 3M Club 45th Parallel Spirits Anonymous Anshus Jewelers Bank Mutual Bear Valley Electric Bill's Distributing, Ltd. BodyWorks Athletic Club, LLC Bookends on Main Bremer Bank Broadway Bowl Cardinal FG Cedar Country Cooperative Children’s Museum of Eau Claire ConAgra Foods, Inc. Confidential Records, Inc. Conklin Tree Farm Cottage Winery and Vineyard Bill Cowden Culver's of Menomonie Cut Rite Meat Mark Dahms and Brady Dahms Dairy State Bank Dig It On 29 Eau Claire Children’s Theater Eau Galle Cheese Factory, Inc. Larry and Sandra Feiler Bridget Finke Gilbert's of Sand Creek Jodi Giroux GL Berg

Menomonie Optimist Club Methodist Church College Youth Oaklawn Girl Scout Troop #3438 Our Saviors Lutheran Church Red Cedar Girl Scouts Rotary Club of Menomonie Student Council - MHS United Methodist Church Waznik - Moseler Group, LLC Wipfli Women of the Moose #682 Xcel Energy Operating Fund Larry and Sandra Feiler In Memory of Frank Crownhart Heritage Builders Rosemary Jacobson In Memory of Monsignor Charles A. Blecha Knapp Lions Club Kurt D Larson West Wisconsin Land Trust Porter Fund Gerald and Kimberly Porter Robotics for Kids Fund Robert and Jane Hoyt David M. Sjuggerud Memorial Scholarship Fund Stephen and Kathryn Sjuggerud Stepping Stones Capital Campaign Fund Christopher and Julie Bendel Cardinal FG Carl Casper Christ Lutheran Church Jacq and Lyn Collins ConAgra Foods, Inc. Dairy State Bank Dunn Energy Cooperative Toby and Marian Ellison Jay and Leslie Lebarron Fahl Scott Fasbender and Kyja Stygar Pinckney and Susan Hall Robert and Jane Hoyt Tom and Barbara Johnson Howard and Charlotte Lee Rob and Wendy MacDougall Allen and Linda McIntyre Menomonie Co-op Spray Ring Inc. Menomonie Lions Club Menomonie Sunrise Rotary William Olson Brad Peterson Bob and Helen Redlich Greg and Christine Ruth Leland and Jill Schwebs Denise Sedlak Charles & Toni Poll Sorenson Robert and Beverly Spinti Phil & Randi Steans Bob and Donna Stewart William and Jennie Stewart Rose Studebaker Trinity Lutheran Church James and Patrica Walker Gladys Waller James and Cheryl Welch WESTconsin Credit Union Dave and Amy Whelan WI Industrial Sand Co. John and Jane Williams Richard and Gretchen Yonko Marie Young

Grace Episcopal Church The Grain Bin Market and Bakery Great Northern Corporation Green Bay Packers Guthrie Theater Ned and Becky Hahn Ho-Chunk Casino Independence State Bank Indianhead Enterprises Inc Jennie-O Junction Liquor Kado Gallery Charles and Pat Kell Kivlin Eye Care La Dee Dah Joseph Larkin Doug and Ann Larson Legacy Chocolates Leipnitz Dental Clinic Mabel Tainter Center for the Arts Market Place Foods Allen and Linda McIntyre Menomonie Golf and Country Club Menomonie Market Food Co-op Midwest Dental Milwaukee Brewers Baseball Club Milwaukee Bucks Minnesota Twins Minnesota Vikings Minnesota Wild Ms.ellaneous New Richmond Golf & Country Club Cindy O’Connell Perkins Restaurant Jan Pierce Pleasant Valley Tree Farm Prototype Solutions Group, Inc. River Bend Vineyard & Winery Riverside Liquor Robert Giede Designs Royal Credit Union Sailer’s Food Market Skoog’s Parkside Cindy Smith St. Croix Casino St. Paul Chamber Orchestra St. Paul Saints State Farm Insurance Stout Ale House Steven and Peggy Terry Thrivent Financial for Lutherans Tractor Central Turtleback Golf & Country Club Value Implement Variety on Broadway Village Cleaners Vino in the Valley Vintage Sign Shop The Waterfront Bar and Grill WESTconsin Credit Union Whitetail Golf Course Royed and Carla Wollberg Zanzibar Restaurant & Pub Zanzibar Spice Company

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Menomonie Area Public School Funds (MAPS) In October 2012 the Menomonie Area Public Schools Foundation Board of Directors voted to transfer its assets to the Community Foundation of Dunn County. All of the existing funds of MAPS were re-established at the Community Foundation. The MAPS board established a new Partnership for Tomorrow endowment fund from a portion of its unrestricted assets. This fund will provide teacher grants for innovative projects between education and local businesses. A new endowment fund and a pass through fund for each school in the District are being established. The funds are intended to provide a way for the community to support our schools in a variety of different ways. The endowment funds will provide for long term needs, and the pass through funds are intended for short term, special projects. Further, a MAPS advisory committee will be appointed by the Community Foundation’s board of directors. The advisory group will work to raise awareness of the MAPS funds, and make grant recommendations to the Community Foundation’s board of Directors.

Class of 1945 Scholarship Fund

Class of 1959 Scholarship Fund

Mary Crownhart Memorial Scholarship Fund

Kathleen Fisher Memorial Scholarship Fund

Gene Flug Memorial Scholarship Fund

Bjarne Heian Scholarship Fund

Marissa Joyce Memorial Scholarship Fund

Brad Karis Memorial Scholarship Fund

Eleanor Koehler Memorial Scholarship Fund

Carrie Ann Lehmann Memorial Scholarship Fund

MAPS Administration Fund

MHS Alumni Fund

Terry Schaefer Memorial Scholarship Fund

Lois Seifert Memorial Scholarship Fund

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Community Foundation of Dunn County

4th Quarter 2012 Investment Report

Complete financial & audit reports are available upon request.

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17

Statements of Financial Position        

SUMMARY CONSOLIDATED STATEMENT OF     

FINANCIAL POSITION        

        

ASSETS  2012  2011    

Cash and cash equivalents  $369,805  $563,917    

Investments  3,481,849  2,336,217    

Other Assets  4,805  7,484    

TOTAL ASSETS  $3,856,459  $2,907,618    

        

LIABILITIES & NET ASSETS        

Accounts payable  $720  $0    

Accrued payroll taxes  2,180  2,350    

Scholarships payable  5,000  0    

Other liabilities  490,238  152,762    

TOTAL LIABILITES  498,138  155,112    

NET ASSETS        

Unrestricted  111,210  88,059    

Temporarily restricted  667,034  480,983    

Permanently restricted  2,580,077  2,183,464    

TOTAL NET ASSETS  3,358,321  2,752,506    

TOTAL LIABILITIES & NET ASSETS  $3,856,459  $2,907,618    

       Statements of Activities       

SUMMARY CONSOLIDATED STATEMENT OF ACTIVITIES   

  

        

REVENUE & GAINS  2012  2011    Contributions  $656,502  $789,378    

Administrative income  14,650  8,710    

Fundraising events  65,694  76,607    

Investment income  103,355  71,290    

Net realized and unrealized gains  220,588  (148,181)    

TOTAL REVENUE & GAINS  $1,060,789  $797,804    

        

        

Total revenue and other support        

and reclassifications  1,060,789  797,804    

        

TOTAL GRANTS & OTHER EXPENSES        

Grant expenses  329,408  760,614    

Fundraising expenses  17,162  17,420    

Occupancy expenses  3,144  3,076    

General and administrative expenses  105,260  131,009    

TOTAL GRANTS & OTHER EXPENSES  454,974  912,119    

        

CHANGE IN NET ASSETS  605,815  (114,315)    

Net assets at beginning of year  2,752,506  2,866,821    

Net assets at end of year  $3,358,321  $2,752,506    

        

Community Foundation of Dunn County, Inc. Financial Highlights

 

 

     

Some say it's the sun, some say it's the rain, but I know it's caring, that makes things grow.

PEOPLE WHO CARE. CAUSES THAT MATTER.

Contact us: Community Foundation of Dunn County 500 East Main Street, Suite #322 PO Box 498 Menomonie, WI 54751 Phone: 715-232-8019 Fax: 715-232-9636 E-mail: info@cfdunncounty.org

The Community Foundation

A Resource for All

The Community Foundation is a resource for all of Dunn County and a way for anyone to be involved – there is no gift to small. Pooling resources is an excellent way for everyone to be involved to help make a larger impact. The Foundation’s impact is broad, our program support is diverse. The Foundation can change as the needs of our communities change. Nobody knows what tomorrow will look like and what our communities will need. What we do know is that tomorrow will be different.

The Foundation’s icon, the oak tree, conveys a message of strength and endurance – the oak tree often grows to heights of more than 100 feet, providing shelter from storms, a home and food for Mother Nature’s creatures – important resources for their survival. The oak tree starts small - from an acorn; the Community Foundation starts – and grows – the same way; and as it grows it continues to provide important resources for our communities for many years – all from that first original seed.

Giving back—paying it forward. It is not only a good thing to do, but it is necessary for those of us who have benefitted from our communities and the investments made by those that came before us. We have a responsibility to extend our philanthropy in whatever way we can to make our communities a little bit better than we found them.

We would like to thank the in-kind support throughout the year that helped underwrite administrative costs associated with Foundation operations:

Bakke Norman Law Office

Irish Rose Consulting

Kelly & Teri Kado

Wipfli LLP