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Community Foundation of Dunn County Annual Report 2010

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ANNUAL REPORT 2010
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Page 1: Community Foundation of Dunn County Annual Report 2010

ANNUAL REPORT 2010

Page 2: Community Foundation of Dunn County Annual Report 2010

Message from the Chairman

As I near the completion of a six year term on the board of directors of the Community Foundation of Dunn County, I have had the opportunity to reflect on the many changes that have taken place during that time.

A significant decision in 2010 involved changing our name and creating a new image. For those who have visited our offices over the years, it was easy to see that we also needed to upgrade our facilities. Over the past two years we secured additional office space, everything received a new coat of paint, modern office furnishings were installed, and during this past year we also upgraded our computer hardware. Due to increases in donor activity, fund development and community outreach, the hours of both our executive director and administrative assistant have increased.

Our fund growth has been steady and we have recovered from the market downturn in 2008. The dissolution of the Menomonie Community Health Foundation in May of this year created the largest fund now held by the Foundation and added more than $1.2 million to our asset base. Several new permanent funds were also established that will continue to provide important resources for future generations.

In our continuing efforts to help strengthen the non-profit organizations in Dunn County, we have served as fiscal sponsors for various fundraising activities. We were pleased to be able to enter into an agreement to handle the financial details of the Stepping Stones of Dunn County capital campaign that was launched for the new food pantry and their administrative offices. Such an arrangement has allowed their staff and board to focus on the many details of such a large building project and their core mission, while the Foundation manages the details of their donations and pledges.

Our 16th Annual Charity Golf Classic and 2nd Annual Fall Fling were major successes. Both events raised important operating funds for the Foundation, and also provided a way to help create more awareness of the role of the Community Foundation.

The implementation of a new software program is scheduled in early 2011 made possible by a generous grant from the Otto Bremer Foundation. This new technology will provide greater efficiency and overall improvement for all of the complex records management details required for an active and growing Community Foundation. Of course, none of the above could have been accomplished without the dedication of the board of directors, and the hard work of a competent staff.

Despite the many accomplishments during my time on the Board of Directors, I believe that we are merely on the edge of making a much greater impact. We are looking forward to continuing to help meet the needs of our communities for many generations and I encourage everyone to become involved in the work of the Foundation.

Mahatma Gandhi once said, “I shall pass through this world but once. Any good therefore that I can do or any kindness that I can show to any human being, let me do it now. Let me not defer or neglect it, for I shall not pass this way again.” Thank you for the good that you do for our community through your charitable endeavors.

Charles Kell Board Chairman 2009-2010

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

Our PromiseThe Board of Directors and staff are committed to maintaining the original promise of accountability, professional services and sound stewardship of our resources.

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

CFDC Annual Report Design and Layout done by:

Royal Leo StudioChristina Meyer, Ownerphone: [email protected]

Page 3: Community Foundation of Dunn County Annual Report 2010

After 15 Years - New Name & New Look

Fifteen years - Same purpose and same promise with a new name and a new look.

After several years of discussion, the Board of Directors officially changed the Foundation’s name to Community Foundation of Dunn County, Inc. Established in 1995 as the Greater Menomonie Area Community Foundation, the Board felt a new name would be more representative of our service area and also help minimize confusion.

With a new name, we also needed a new identity. Our new logo was designed using a stylized tree that combines the strength and long-term stability of the traditional oak tree with the movement and energy of a progressive organization. The leaves of the tree are interacting “water drops” that represent the interactions of community members helping one another and the involvement of the Foundation within the community.

An oak tree is often used to convey a message of strength and endurance. An oak may grow to a height of more than 100 feet, but starts with a small acorn. Similarly, community foundations begin with a few ‘acorn’ (or seed) gifts that multiply over time.

The Foundation introduced its new name and logo to about 150 guests at the Fall Fling in October and a new website was launched in mid-November. All of the changes have received overwhelmingly positive feedback.

Sue Brown Marketing Committee Chair 2009-2010

TABLE OF CONTENTSBoard of Directors & Committees .................... page 2

Staff Members ................................................... page 2

Thank You for Your Service ............................... page 2

Plan Now to Give Later ..................................... page 3

Legacy Society Members .................................. page 3

Founder Society Members ................................. page 3

Grants & Scholarships Awarded ........................ page 4

Pass-Through & Fiscal Sponsorship Funds ........ page 5

Foundation Funds ........................................... page 6-7

Your Gift is Permanent ...................................... page 7

CFDC Receives Grant for Technology .............. page 8

New Funds Established .................................. page 8-9

We Provide Our Donors with Service ............... page 9

Our Donors ................................................ page 10-12

Other Thank Yous ........................................... page 12

Financial Statement 2009 & 2010 ................... page 13

“ It is every man’s obligation to put back into the world at least the equivalent of what he takes out of it.”

Albert Einstein

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Page 4: Community Foundation of Dunn County Annual Report 2010

Board of Directors 2010

Sue Brown

Kurt D. Larson

Cynthia Smith

Nancy Doane

Thomas Miller III

Royed Wollberg

Larry Feiler

Jan Pierce

Bridget Finke

David RuhlCharles Kell

Merlyn Jones

Michael Schmitz

Retired, Campus Administrator, CVTC

Campus Ministry

Controller, Aurora Community Services

Co-Owner, Chippewa Valley Bean

TM3 Consulting

Market Manager, Bremer Bank

Larry Feiler & Associates

Retired, Collection Resources

Associate Attorney, Bakke Norman Law Office

Controller, Bill’s Distributing, Ltd.

Retired, University of Wisconsin-Stout

Retired, Dow Corning/Eli Lilly

VP of Operations, WESTconsin Credit

Union

2

Linda McIntyre Kathleen BrownExecutive Director Administrative

Assistant

Staff Members 2010

ThANk YOu for your service!

Karen Fruit Bradley T. WaznikPersonal Banking

Specialist, Bremer Bank

(2005-2010)

Waznik Moseler Group

(2004-2010)

EXECuTiVECharles Kell, Chair Larry Feiler, Chair-Elect Sue Brown, Secretary Dave Ruhl, Treasurer Bridget Finke, At Large Merlyn Jones, At Large

FiNANCEDavid Ruhl, Chair Michael Schmitz Cynthia Smith

DEVELOPMENTLarry Feiler, Chair Merlyn Jones Kurt Larson Tom Miller Jan PierceCommunity Member Bradley T. Waznik

GrANTSKurt Larson, Chair Nancy Doane Bridget Finke David Ruhl Cynthia SmithCommunity Members Jack Jeatran Wendy MacDougall

iNVESTMENTRoyed Wollberg, Chair Larry Feiler Community Member David Thoe

MArkETiNGSue Brown, Chair Nancy Doane Merlyn Jones Charles Kell Bridget Finke Michael Schmitz

ChAriTY GOLF CLASSiC David Ruhl & Charles Kell, Co-Chairs Royed Wollberg Larry Feiler Jan Pierce Michael Schmitz Kurt Larson Tom Miller Community Members Bradley T. Waznik Lora Benrud Debbie Manske

FABuLOuS FALL FLiNGJan Pierce & Merlyn Jones, Co-chairs Nancy Doane Cynthia Smith Sue BrownCommunity Members Debra Labs Lisa Anshus Frank Pat Kell Lora Benrud

2010 Board Committees

Page 5: Community Foundation of Dunn County Annual Report 2010

3

Plan Now to Give Later

Through this annual report we are able to share highlights from the past year and recognize the generosity of so many individuals, families and businesses that have helped make this year very special.

Since 1995, we have been welcoming donors into our Legacy Society as our way of honoring those who have made a lasting commitment by including a future gift to the Community Foundation of Dunn County in their estate plans.

Whether this is your life-long home or if this is the place you now call home, you’ve probably invested a lot here and this place has special meaning: You grew up here, fell in love here, raised your family here and maybe built a business here. There are places that have special meaning and there are causes that you are passionate about.

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. You may join the Legacy Society by naming the Community Foundation as a beneficiary of:

• your will or trust• an insurance policy• your retirement account• or other gift that will take effect after your lifetime

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

Linda McIntyre Executive Director Phone: 715-232-8019 Email: [email protected]

Founder Society MembersThe following listed individuals, families & businesses have helped make the Community Foundation a permanent part of Dunn County through their initial unrestricted gift of $2,500 or more.

LaVerne & Beverly AusmanDavid P. & Kathleen BarnardOtto Bremer FoundationBremer BankAlbert & Freda BrockelmanCedar CorporationCitizens State BankConAgra Grocery ProductsRBC Dain RauscherFirst Bank & TrustDr. John & Frances “Fritzi” FurlongJohn & Mary GaleMike & Norma GinterRay & Dianne HughesRobert JeatranTom & Barbara JohnsonJohnson Motors / Greg AndersonJulie & Mark KinneyElaine “Liz” & Jim LammerLammer’s Foods / Pat Lammer & Lucy Lammer Douglas & Ann LarsonLehmann & Larson Dist. Inc / Ron Larson & Mike LehmannM & I BankRobert & Shirley MelroseMenomonie Chrysler CenterGreg & Jackie MickelsonMarion L. MickelsonDr. Lloyd MilavitzDr. & Mrs. Roger NatwickWilliam & Sandy NeverdahlOlson Funeral Home / Richard & Karen OlsonGordon & Ann RetzloffS & C BankPhil & Judy SawinBob & Denise Sedlak Wesley SommersRobert & Margaret SwansonGerald & Emma TalenClarence Talen Charitable TrustWilliam & Gail ThedingaWESTconsin Credit UnionDon & Nona WilliamsWipfli Ullrich Bertelson

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

AnonymousLaVerne & Beverly AusmanDavid P. & Kathleen BarnardBrian & Lora BenrudJoseph & Susan BrownRussell & Nancy DoaneSteve & Joan FaulhaberLarry & Sandra FeilerBridget FinkeKim & Karen FruitMichael GlapaJames & Gail HaemmerleElizabeth HansmanJohn M. HouleSteve JahnLarry & Vicki JessThomas & Barbara Johnson

Merlyn & Shirley JonesCarey Kell Charles & Pat KellMarv & Margaret* LansingKurt D. LarsonAllen & Linda McIntyreJoan E. PolaskyPhil & Judith SawinJack B. SampsonBradley T. & Marni WaznikBrian & Judy WierJoe & Jan Womack

* Deceased

Legacy Society Members

Page 6: Community Foundation of Dunn County Annual Report 2010

Grants & Scholarships Awarded

In 2010 the Community Foundation awarded $29,620.00 in grants and scholarships.

GENErAL ENDOWMENT FuND

Educational

• FIRST LEGO League • Literacy Volunteers• Boyceville Science Olympiad• Girl Scouts of Northwestern Great Lakes• West CAP

Arts & Culture

• Menomonie Theater Guild

Community Development

• Colfax Municipal Building Restoration Group

Health & Humanitarian Needs

• The ARC of Dunn County• Positive Alternatives

COMMuNiTY hEALTh FuND

• Glenwood City Ambulance Service• Village of Wheeler Playground Fund• Stout Disc Golf Club / Menomonie Middle School• Positive Alternatives

CBJ kiDS TO CAMP FuND

• Camp Needlepoint & Camp Sioux

DENiSE & BOB SEDLAk FAMiLY FuND

• United Way of Dunn County

FArM PrOGrESS DEVELOPMENT FuND GrANT

• Menomonie Community Garden

MEMOriAL SChOLArShiPS AWArDED

• Thomas Andrew Krook Scholarship Angela Neubauer, Menomonie High School

• David M. Sjuggerud Scholarship Rachel Hartz, Menomonie High School

• 1LT Jeremy Wolfe Scholarship Jordan Bruggenthies-Kelch, Menomonie High School

• 1LT Jeremy Wolfe Scholarship Jadra Peterson, Colfax High School

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“ The second season of the Dunn County SnowPark was a total success! Young kids, college kids, and even big kids took advantage of this new addition at the Dunn County Rec Park. A small and almost unusable hill has been turned into a super fun SnowPark, used by sledders, tubers, snowboarders, and skiers. Several new freestyle features were added this year including the shack, the satellite disk, and the “barrel-o-fun”. Future plans include lights, dirt jumps, and a speaker system going in this summer.

The Dunn County SnowPark was able to organize with the help of the Community Foundation. By establishing a fund at the Foundation it made it easy for our contributors to give to a place they can trust plus receive the benefit of making a tax deductible gift. The Foundation is truly an outstanding resource for non-profits and community groups in the area.”

Christian Peterson, SnowPark Coordinator

Page 7: Community Foundation of Dunn County Annual Report 2010

PASS-ThrOuGh AND FiSCAL SPONSOrShiP FuNDS

These funds are typically established for a short term charitable purpose for groups that are not designated as 501(c)(3), or a fund may provide administrative support for a small or start-up charitable organization that will benefit our communities. During 2010 the Community Foundation distributed $180,558.28 to support their efforts.

• Cammie Johnson Juvenile Diabetes Golf Scramble for• CBJ Kids to Camp Fund • Cammie Johnson Memorial Scholarship Fund

• Center Ice Club Support for Girls Hockey Program

• Dunn County K-9 Program Youth Education about K-9 Program

• Dunn County Partnership for Youth Love & Logic Program

• Dunn County SnowPark Expenses for Equipment

• Dunn County Veterans Memorial Memorial Maintenance and Brick Dedication

• Greater Menomonie Area Chamber of Commerce Fund• FreedomFest• Excellence in Education

• Heritage Tree Program Memorial Tree Plantings

• Leadership Legacy Scholarship for Leadership Menomonie

• Menomonie Community Garden Establishing the Community Garden at Phelan Park

• Menomonie Dog Park Expenses for Dog Park

• Menomonie Youth Hockey Arena Design Costs of New Facility

• Red Cedar Youth Stage

• Robotics for Kids

• Stepping Stones New Facility

• Tuesday’s Table Providing Free Community Meals

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“ Interested children watch a demonstration of one of the 16 new NXT Mindstorms LEGO robotics kits purchased with the help of a Community Foundation grant in 2010. Children had the opportunity for lots of hands-on time with the kits which were used during SDMA’s summer school program and on Menomonie’s five FIRST LEGO League competitive teams in the fall.”

Joyce Uhlir, Robotics for Kids Coordinator

“ Student interest in science at Boyceville Middle/High School is at an all-time high, much of which can be tied to the enthusiasm generated through the Science Olympiad. Thank you for providing the funding that allows these students to explore areas of science not traditionally covered in the classroom using pure inquiry-based methods.”

Andy Hamm, Boyceville Science Olympiad Coach

Page 8: Community Foundation of Dunn County Annual Report 2010

PASS ThrOuGh FuNDS

Pass-through funds are usually established by an organization or community group to support a specific purpose. Pass Through Funds are not typically intended to be permanent funds.

• Cammie Johnson Juvenile Diabetes Fund • Center Ice Club • Community Garden Fund *• DAV/ PTSD Fund • Dunn County Community Visioning • Dunn County K-9 Unit Fund • Dunn County SnowPark Fund *• Dunn County Veterans Memorial Fund• Farm Progress Days Fund• Founders Society Administration Fund • Friends of the Dog Park Fund• Heritage Tree Fund • Lake Bank Trail Fund• Leadership Legacy Fund • MYHA (Menomonie Youth Hockey

Association) Arena Fund• Playground Equipment Fund• Red Cedar Youth Stage Fund *• Robotics for Kids Fund * • Sister City Fund • The Smarter Move Fund • Spring Move Out Fund• Stepping Stones Capital Campaign Fund *• Sustainable Dunn Fund• Tuesday’s Table Fund• Women’s Fund

DESiGNATED FuNDS

A designated fund may be established to support 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 Foundation.

• Paul & Beatrice Axelsen Fund Supports Red Cedar Medical Center, St. Joseph’s Catholic Church and Shirley Doane Senior Center

• Dunn County Historical Society Fund Established by Dwight Agnew to support the work of the Dunn County Historical Society

• Dunn County Veterans Memorial Fund Established to ensure the maintenance & improvements to the Dunn County Veterans Memorial

• Hoffman Hills Fund Established by Richard & Marian Hoffman for the preservation of Hoffman Hills

• The Denise & Bob Sedlak Public Library Fund Supports the Menomonie Public Library

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Foundation Funds (as of 12/31/2010)

It is easy to start a named endowment fund and numerous new funds were opened during 2010. It is even easier to make a gift to an existing fund and 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 during 2010.

OPErATiNG FuND

Gifts to this fund will help ensure the work of the Foundation in its role of helping individuals, families and businesses carry out their charitable goals that will benefit organizations, programs and services that they care most about. Direct gifts may be made to the Fund and proceeds from the Charity Golf Classic and Fall Fling fundraising dinner are also directed to operations.

ACOrN FuNDS

Acorn funds are established by donors who want to build a fund over a longer period of time. The funds retain their earnings as donors make additional contributions. When the fund reaches $10,000 it becomes a permanent fund of the Foundation and distributions are made according to the terms of the fund agreement.

• Grace Episcopal Fund * Will become a permanent endowment designated for Grace Episcopal Church

• Tom & Barb Johnson Fund Intended to become a Donor Advised Fund

• James & Hilda Miller Family Fund Intended to become a Donor Advised Fund

AGENCY FuNDS

The Foundation administers endowed or quasi-endowed funds for nonprofit organizations in Dunn County. Organizations are encouraged to establish funds to help ensure their own future with an endowment that provides important future financial support.

• United Way of Dunn County• Indianhead Enterprises • Menomonie Lions Club

DONOr ADViSED FuNDS (DAF)

A 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 donor advised fund is 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, but the donor still has flexibility in achieving their charitable goals.

• Doug & Ann Larson Fund • The Micah Fund• Mickelson Family Fund • Joan Polasky Fund

Page 9: Community Foundation of Dunn County Annual Report 2010

uNrESTriCTED FuND (GENErAL ENDOWMENT)

Contributions to this fund are unrestricted in their use and are the primary source of funds for community grants. Grants are made upon recommendation of the Grants Committee and approval of the Board of Directors. Unrestricted gifts are the most flexible and allows the Foundation to be responsive to community needs as they change over time. Only the earnings from gifts placed in this fund are used to make grants to non-profit organizations that provide programs and services in the areas of arts and culture, history and heritage, the environment, education, health, humanitarian needs and civic improvement.

FOuNDEr’S SOCiETY ADMiNiSTrATiON FuND

Donors of a single gift of $2,500 or more may ask to be included in the Founder’s Society. A portion of their gift is included in the Unrestricted/General Endowment Fund. The remainder is in the Founder’s Society Administration Fund to help ensure that the Foundation has adequate operating funds in the future.

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FiELD OF iNTErEST (FOi) FuNDS

A Field of Interest Fund supports an area of interest of the donor. As an example, a donor may be interested 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 supported in the future without specifically naming an organization.

• CBJ Kids to Camp Fund * Supports summer camp scholarships for youth up to age 19 that have Type I Diabetes

• The MASA Fund * Supports educational endeavors of students in the Boyceville School District

• Marshall Hagen Memorial Fund * Supports organizations that provide programs and services for persons suffering from cancer

• Community Health Fund * Supports community health programs and services in the communities served by Red Cedar Medical Center – Mayo Health System

SChOLArShiP FuNDS

• Cammie B. Johnson Memorial Scholarships for Menomonie High School seniors pursuing a degree in nursing with preference to students with Diabetes

• Thomas A. Krook Memorial Scholarships for Menomonie High School seniors that were members of the high school’s swim team

• Ken Willard Memorial Scholarships for Menomonie High School seniors who demonstrate scholastic ability and good citizenship

• Lucy Murray Memorial Scholarships for Menomonie, Boyceville, Glenwood City and Elmwood High Schools for seniors pursuing a career in nursing

• David M. Sjuggerud Memorial Scholarships for Menomonie High School seniors that have demonstrated leadership in their school and community, scholarship ability, and athletic accomplishment

• 1LT Jeremy Wolfe Memorial Scholarships for Menomonie and Colfax High Schools for seniors of good character, scholastic ability, and a commitment to track and field athletics

• Drums Along the Red Cedar Scholarships for Dunn County high school seniors in the field of music

Your Gift is PermanentYour gift is managed as an endowment. The principal remains untouched and continues to grow. Only the earnings are used for charitable purposes.

it’s Easy to Get involvedGifts of cash, appreciated securities, retirement plans or deferred gifts can be used to:

• establish a permanent tribute in the name of your family, friend or loved one;

• make an unrestricted gift to address Dunn County’s most pressing needs;

• support a cause that is dear to you; or

• provide scholarships for Dunn County youth

Contact us TodayNow is the time to begin. A simple phone call will start the important process of discussing options for you, your family and the future of the Dunn County area.

Linda McIntyre Executive Director Phone: 715-232-8019 Email: [email protected]

Page 10: Community Foundation of Dunn County Annual Report 2010

New Funds EstablishedMErLYN & ShirLEY JONES ESTABLiSh MASA FuND

“We Like it Easy, Convenient and Worthwhile”

Our first experience with a Community Foundation was in the mid-90’s when a friend helped establish the Community Foundation of Hendricks County, Indiana, just outside of Indianapolis. We were impressed by the concept that the Community Foundation would be a vehicle to assist those wishing to support local community projects with causes that mattered to them. The Foundation also provided the benefits of long-term financial planning and associated tax benefits.

I was very fortunate to benefit from major financial support in the form of assistantships, scholarships and fellowships as I pursued degrees in agriculture science. As we “raced to the moon” in the late 50’s and 60’s science studies were emphasized. And, unlike today, many students graduated with little or relatively small outstanding student loans, which is now hard to imagine.

As a way to “give back” for the support we received in the past, we established a Donor Advised Fund through the Community Foundation as way to supplement to the educational needs of students in the Boyceville School district and the Boyceville Education Scholarship Trust (BEST). We started the Fund by honoring the students entering elementary school in 2009 and will add to the fund each year for 12 years. When they graduate in 2021, their class will be the first recipients of gifts from the Fund. Fund performance reports of the investments can also be made available to students and teachers so that real life examples may be used as teaching aides. We also felt that making students aware of the importance of community support in their elementary years may also encourage positive performance habits.

It was an “easy decision” to make this charitable choice, which we believe is an investment in the future. The Community Foundation of Dunn County is like an umbrella, conveniently protecting the donation, the donors and their causes with the flexibility that only an accountable local organization can most accurately understand.

Merlyn & Shirley Jones, Boyceville, Wisconsin

MArShALL W. hAGEN MEMOriAL FuND

Unexpected kindness and generosity.

A true act of generosity involves giving without getting something in return—not even a thank you. Marshall W. Hagen of Colfax passed away early in 2010 at the age of 98, but he will live on to help future generations through his gift to the Community Foundation.

There were probably only a handful of people that knew of his desire to help ensure that there would be a permanent source of income to support organizations that directly benefit the lives of people in Dunn County who are suffering from cancer.

In October, the Marshall W. Hagen Memorial fund was established as a result of his bequest. Although not here to receive our thanks or take any credit, Mr. Hagen has left his legacy of caring and kindness. Grants will be made from the fund to area organizations whose work helps improve the lives of area cancer patients. The fund has been established as an endowment, so the corpus will remain intact and only the earnings will be used to make grants

8

Foundation receives Otto Bremer Foundation Grant to improve Technology

Good technology is essential in today’s business environment and the non-profit world is no different. In the fall the Community Foundation received a generous grant from the Otto Bremer Foundation to help improve our management information systems. The work of the Foundation requires sophisticated software to manage all of our finances, grant details, donor information, fund management and distribution, event management, and all the other record keeping that is required by State and Federal laws.

With the new software, we expect to not just save staff time, but it will also provide our donors and fund holders with more timely information, the annual audit and tax preparation work will be streamlined and simplified, and complex financial reports can be easily and accurately created in minutes versus hours or days that are needed with our current systems.

We are anxious to implement the new software during the spring of 2011 and want to again extend our sincere appreciation to the Otto Bremer Foundation for their support.

Page 11: Community Foundation of Dunn County Annual Report 2010

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GrACE EPiSCOPAL ACOrN FuND

An Acorn Fund was established by Charles & Pat Kell to benefit Grace Episcopal Church. When it reaches the endowed level of $10,000, the fund will be converted to the Grace Episcopal Endowment Fund to help ensure the future of the church. Members and friends of Grace Episcopal Church can make direct contributions to the Fund or include the Fund in their will or other estate plans.

DENiSE & BOB SEDLAk MENOMONiE PuBLiC LiBrArY FuND

Several years ago, Denise Sedlak and her late husband Bob, established a donor advised fund with the Community Foundation. In 2010 Denise and her children decided that instead of making grant recommendations each year to the Foundation’s Board of Directors, they wanted to create a way to provide perpetual support for the Public Library. Upon approval of the board of directors of the Foundation, their fund has now been changed to the Denise and Bob Sedlak Menomonie Public Library Fund.

“Public libraries have been a big part of my life since I was a child,” Denise told us. “I read all the time and I have used the Menomonie Public Library extensively since moving here in 1983. I would be totally lost without that service. The more I thought about it, the more I realized that the fund we had established could best be used in this way and my children agreed. My son said ‘you practically live there and this seems like a great idea.’ The library staff is wonderful and I appreciate all of the services that they offer and wanted to show that appreciation.”

COLFAX ALuMNi FuND

Friends and alumni of Colfax High School now have the opportunity to help ensure that the students of the Colfax School District continue to have educational experiences and opportunities that will prepare them for a successful future. The Colfax Alumni Fund was established in the spring of 2010 by Dave Olson of Menomonie, a Colfax graduate, and Dennis Geissler, school administrator. The fund was announced at the all-school reunion in July. The Colfax Alumni fund will support a wide variety of projects or programs for the District such as facilities and equipment, student activities, or scholarships.

CBJ kiDS TO CAMP FuND

Cammie Johnson suffered from Juvenile Diabetes and unexpectedly passed away from complications of disease just before her 21st birthday. Our family created a golfing event in her memory to help raise funds to support other kids that suffer from diabetes.

The proceeds support both the Cammie Johnson Memorial Scholarship Fund and the newly created CBJ Kids to Camp Fund. The CBJ Kids to Camp Fund provides scholarships for youth up to the age of 19 that will allow them to attend recreational, educational or other personal development type camps during the summer. “These camps provide safe environments for young people with diabetes to experience activities that are often not available to them in more traditional settings because of their illness. Camp always afforded Cammie a time to feel like a normal kid. She spent a lot of her time counseling and mentoring younger kids at camp, and we feel this is the best way to honor her memory.”

Mark Johnson, Cammie’s Father

We Provide Our Donors with Services that Make a Difference

The Community Foundation is building a permanent financial resource that will grow and benefit our communities today and tomorrow. We do this by:

• helping donors create individual or family funds to benefit specific causes or organizations;

• offering personalized service including donor and family involvement and assistance to select the type of fund most suitable to meet your charitable goals;

• providing a simple way to fulfill multiple charitable interests; and,

• offering a cost effective method for charitable giving while maximizing tax benefits.

Our commitment to accountability, excellence and service is reflected in our certification as in Compliance with National Standards for U.S. Community Foundations. Visit www.cof.org to learn more about the National Standards.

Page 12: Community Foundation of Dunn County Annual Report 2010

DAViD M. SJuGGEruD MEMOriAL SChOLArShiP FuND

Gerald Hendrikson

DENiSE & BOB SEDLAk MENOMONiE PuBLiC LiBrArY FuND

William Thedinga

DuNN COuNTY VETErANS MEMOriAL FuND

James & Mary AndersonConnie BooneRussell EricksonJan & Eric FriestJohn J. GauvinRodger & Debra HasseJoyce KettnerJudith KistnerRose J. LarsonPatricia LehmanElwood & Lorraine ManorDudley MarkhamTerry MilandHarold MorganDiane NolanFrances L. RivardMichael TrinkoPaula Utphall Marvin & Patricia WagnerThomas & Marguerite WhiteMarvin & Rhonda Whitman

DuNN COuNTY k-9 FuND

City of Menomonie

DuNN COuNTY SNOWPArk

Cardinal FGTimothy & Julie EidenHoeft BuildersHoof & Paw ClinicLancer Group, Inc.Olson Funeral Home, Inc.Sharon PetersonRotary Club of MenomonieScheelsThe Master Package CorporationWilliam Thedinga

Our Donors

1LT JErEMY WOLFE MEMOriAL SChOLArShiP FuND

David Wolfe

OPErATiNG FuND

Marybeth BucheleFrank & Barbara BurdickLarry & Sandra FeilerKim & Karen FruitMerlyn & Shirley JonesCharles KellKurt D. LarsonClarence Talen Charitable TrustOtto Bremer Foundation

CAMMiE JOhNSON JuVENiLE DiABETES GOLF SCrAMBLE

45th Parallel SpiritsAlliant EnergyAmerican Edge Real EstateJames & Mary AndersonBadger Wine & SpiritsDenise & William BernierBest BuyBOMAC Vets Plus Inc.Cedar CorporationCorey-Burstad InsurancePatrick & Harriett CulbertDean & Amy DetrickEau Galle Cheese Factory, Inc.FPB ManagementJames & Gloria GantherMatt GreenHalverson Brothers PlumbingJ & L Steel ErectorsJava To GoJohnson BankDale & Betty JohnsonNathan & Irene JohnsonKeyes ChevytownKris Nelson RefrigerationThomas A. LarsonM & I Bank Gerald MathwegMaximum GraphicsRichard & Patricia McHughMeet MarketMenomonie Eye & Optical

Menomonie Area Young ProfessionalsJohn & Mary MurphyRick & Carol OlsonPheasants ForeverPhillips PlasticsWilliam & Kathleen PrindleR. C. U.Robert & Jane HoytRobert & Bobbie SchmidtLisa SwensonPeggy TerryTown & Country AntiquesTrimble Dental Inc.David & Jennifer VossOtto & Marilyn WaldbuesserBillie WallenWal-Mart Distribution CenterMitzi WarrenWESTconsin Credit UnionDon & Nona WilliamsWipfli LLPRichard & Sandy WisherXcel EnergyZanzibar

CAMMiE JOhNSON MEMOriAL SChOLArShiP FuND

Mark & Robin JohnsonTom & Barb JohnsonClara LaughlinRJM Johnson Inc.

COLFAX ALuMNi FuND

Richard & Jennifer AndersonBig Rivers InsuranceArland & Sandra BuchnerEugene & Darlene CloseLyle FjelstedMarjorie HernandezGloria Jean JantzenMichael & Jodi KiehkhaferDonald & Rita LarsonChester NelsonMerlin & Dorothy OlsonWarren PuhlGretchen RoskeKathleen Simonson

10

GENErAL ENDOWMENT

AnonymousDennis & Marie BolstadSara Cardwell

In Honor of Nancy Doane

Ted & Linda DezurikJeatran Associates

In Memory of Maurice Howe

Tom & Barb JohnsonIn Memory of Fritzi Furlong

Debbie LabsChris Langlois Linda McIntyre

In Memory of Fritzi Furlong

Paul & Kathy McNally Carolyn OhnstadOlson Funeral Home, Inc.Jean O’Neill

In Honor of Faye Neuenfeldt

Phil & Judy SawinTimothy & Jane Schutz

GrACE EPiSCOPAL ACOrN FuND

Charles & Pat Kell

GrEATEr MENOMONiE ArEA ChAMBEr OF COMMErCE FuND

3M Company

hEriTAGE TrEE FuND

Anshus JewelersIn Memory of Audrey Anshus

City of MenomoniePinckney & Susan Hall

In Memory of Audrey Anshus

LEADErShiP LEGACY FuND

Tom & Barb JohnsonClarence Talen Charitable Trust

MArShAL hAGEN MEMOriAL FuND

Marshall Hagen Estate

MASA FuND

Merlyn & Shirley Jones

MENOMONiE COMMuNiTY GArDEN

Dave & Wendy SanderIn Memory of Jim Casper

Mary McManusR. C. U.

Page 13: Community Foundation of Dunn County Annual Report 2010

11

Thomas & Mildred RichardsLloyd & Eva Rogers Greg & Christine RuthJack & Lois Sampson

In Memory of Junior Dahms & Lois E. Sampson

Phil & Judy SawinDerek & Suzanne Scammell Marshall & Janet SchaeferMark SchlageterWilliam & Shirley SchulmanLeland SchwebsDenise & Brent SkinnerJody Slocum & Kurt Buetow Charles & Toni Poll SorensonEric & Tracey Sorenson Robert & Beverly SpintiSt. Joseph’s ParishTed Stark & Heidi HootenRandi & Phillip Steans

In Memory of Jim & Jini Solberg

Bob & Donna StewartRose StudebakerClarence Talen Charitable TrustGerald & Emma TalenJohn & Annette TaylorUnitarian Society of Menomonie

In Memory of Willard Krantz

Thomas & Linda Walsh Dave & Amy WhelanTheodore & Emma-Lou WieheDavid & Karen WilliamsJohn & Jane Williams

In Memory of Margaret Redig & Martha Williams

Brent & Jill WoldPang YangRichard & Gretchen YonkoMarie Young

In Memory of Karl Young

SMArTEr MOVE FuND

American Edge Real Estate

ThOMAS ANDrEW krOOk MEMOriAL SChOLArShiP FuND

Arthur BrandtHeather JohnsonRoslyn KrookDuane & Kay NaatzMichael & Mary Rademaker

Red Cedar Medical Center- Mayo Health SystemWest CAP

MENOMONiE DOG PArk

Barbara GortFriends of the Dog Park

rOBOTiCS FOr kiDS

3M FoundationAnnmarie FoundationFairmont Minerals FoundationMenomonie Public Schools FoundationR-Con Nondestructive Test Consultants, Inc.Red Cedar Medical Center- Mayo Health SystemThomas & Barbara SchmelzeXcel Energy

STEPPiNG STONES

3M FoundationLana AndersonAngelekay Athena

In Honor of Stepping Stones Volunteers

Paul & Beatrice AxelsenBill & Mary Ann BilseWayne & Colleen Barcus Christopher & Julie BendelBig Dot of Happiness, LLCBig Rivers InsuranceJames & Lisa BoeckerCarl CasperCedarbrook ChurchChapter DDPEOBob & Kitz Cleary Jacquelin & Lyn CollinsCommunity Health Partnership

In Honor of Services provided to CHP members

David & Anne Frantz CookDairy State BankJohn & Barb Deutscher

In Memory of Ron Kohnke & Janna Sue Deutscher

John & Barb DeutscherIn Honor of Pat & Roland Bushland’s 50th Anniversary

Ted & Linda Dezurik Timothy DotsethDunn Energy Cooperative

Katherine Dutton & Jeanne FoleyToby & Marian EllisonGerald Fahl Michael J. FairchildMarilyn FanettiScott Fasbender & Kyja StygarFFA - Menomonie SchoolsMary GaleGary & Kathy GramGary & Cheryl GustHarold HalfinPinckney & Susan Hall

In Memory of George MacDougall & Alvin Foster

James HathawayThomas & Sara HerrmannRobert HoranRobert & Jane Hoyt

In Memory of George MacDougall

Tom & Barb JohnsonJoyce KapszukiewiczKnights of ColumbusWarren & Marion Lang

In Honor of “Past, Present & Future Volunteers”

Larson EnterprisesKurt D. LarsonBryan & Debra LaVoy

In Honor of Brad Waznik

Frannta LorRob & Wendy MacDougall Dick & Karen Martinson

In Honor of Donna Stewart

Dick & Karen MartinsonIn Honor of Myrtle Hitz 95th Birthday

Patrick & Cathleen McCoyAllen & Linda McIntyreDavid & Julie McNaughtonMenomonie Middle SchoolJanet ModahlThomas ModahlDiane MorehouseOrville NelsonOur Saviors Lutheran ChurchPEO Chapter DXBrad PetersonDr. William PowellRon & Luanne ProchnowRed Cedar Medical Center- Mayo Health System

Paul & Kimberly ScottSteve & Kathy SchloughPeggy Terry

TuESDAY’S TABLE

Jennifer AstwoodAlvin & Lorayne BaldusPatsy & Michael BarthenTodd & Rosanne BensonJohn & Carol BergerDorothy BerryRichard & Patricia BilseSuzanne BilseWilliam & Mary Lu BirdJames & Lisa BoeckerCharles & Margaret BrostromWilliam & Rose BurnsBradley & Keila DroutMarilyn FanettiJames & Janelle FentonJaneene GellermanGrace Episcopal ChurchRobert & Heidi GrundvigSarajean HermanScott & Kristin HildebrandRonald & Janice JordanDavid & Staci KaufmanMary KinneyKnights of ColumbusMarv Lansing & Nancy KraftMavis LebarronLeslie Lebarron-FahlDavid & Sarah MagnerJames & Ruth ManorDudley MarkhamOrville NelsonAllen & Paula Noll Oaklawn Elementary SchoolOur Saviors Lutheran ChurchGerald & Kimberly PorterMichael & Janice RamaekerKristine ReckerJack & Eileen RegisterJames & Margaret RitzerElizabeth RobinsonGreg & Christine Ruth James SelzJohn & Jill SobotaKamran SoleimaniSt. Joseph’s ParishAlan & Catherine Stewart

Page 14: Community Foundation of Dunn County Annual Report 2010

12

Mark Orgel InvestmentsMarv Lansing & Nancy Kraft Menomonie Market Food Co-opWilliam & Sandra NeverdahlPinckney & Susan HallRed Cedar Medical Center- Mayo Health SystemLou Ann Reger Lloyd & Eva RogergsLeland & Jill SchwebsGordon & Cynthia Smith Doug & Chris StrattonTerry & Carolyn SullivanPeggy Terry The Medicine ShoppeBillie Walleen WESTconsin Credit UnionXcel Energy Foundation

iN-kiND GiFTS

45th ParallelApplebee’sbaby bundlesBremer BankCarpe DiemChanhassen TheaterChippewa Valley BeanCV Symphony Conklin Tree FarmCorner CupboardCulversCut Rite MeatsDave Dohman/Jennie-ODunn Co. Historical Society EC Children’s MuseumEC Children’s TheaterEau Galle Cheese & GiftsBridget FinkeGolden Leaf Café The Grain BinGuthrie TheaterNed Hahn FamilyJohnson Bank Merlyn & Shirley JonesJunction EateryJunction LiquorCharlie & Pat KellKivlin Eye ClinicLa Dee Dah

TuESDAY’S TABLE CONTiNuED Still ReminiscingAgnes StipetichSusan ThurinMarty & Julia TronnierGladys Waller & Jan WallerPatricia WebbChristopher & Michelle WeberRichard & Rosalie WernerMarion WolfeCarol & John Zbornik

16th Annual Charity Golf Classic

SPONSOrS

University of Wisconsin-Stout / Chancellor’s OfficeBill’s Distributing, LTDClarence Talen Charitable TrustWipfli LLPWMG Waznik Moseler Group

iN-kiND GiFTS

3MBank MutualBig Brothers/Big SistersSue BrownBodyworksBremer BankChippewa Valley Golf CourseCulversNancy DoaneEau Galle CheeseBridget FinkeGreat Northern Corp. Green Bay PackersJava-To-GoJimmy JohnsMerlyn Jones Kado GalleryCharlie & Pat KellTom Kell Kivlin Eye ClinicLegacy ChocolatesLeipnitz DentalLeissa’s Hair Studio Liberty ExteriorsMajestic Pines Casino/Hotel

Master Package CorporationMenomonie Golf ClubMenomonie Market Co-OpMill Run/Wild Ridge Milwaukee BrewersMinnesota VikingsMinnesota TwinsNew Richmond Country Club Northtown Ford Pinewood GolfRiverside Liquor Robert Giede DesignsDave RuhlMike SchmitzSkoogsCynthia SmithSparxSt. Croix Casino & HotelSt. Paul SaintsState Farm Ins./Jackie HuntStout Ale HouseSteve TerryTimberwolvesTurtleback Golf CourseJoe VavraVintage SignsWal Mart Distribution CenterWaterfront Bar & Grill WESTconsin Credit Union Whitetail Golf Course Royed Wollberg Zanzibar Restaurant & Pub

2nd Annual Fall Fling

SPONSOrS

24/7 TelecomAurora Residential ServicesBakke Norman SCBookends on MainBremer Bank N.A.Thomas & Leslie CervenkaCharles StokkeConAgra Foods, Inc.Dairy State BankRussell & Nancy DoaneCarol EganJoe & Judy JaxLeipnitz Dental

Debbie LabsLakeview Floral & GiftsLegacy ChocolatesLeissa’s Salon & SpaSandra LongLinda McIntyreMabel Tainter Center for The ArtsMs.ellaneousMarketPlace FoodsCindy O’ConnellRoy Ostenso & Celene FreyOlson’s MeatsThe Ordway CenterPerkins RestaurantBrady PiercePleasant Valley Tree FarmRCURiver Bend Vineyard/WineryRiverside LiquorSailer’s Food MarketMike & Kay SchmitzScience Museum of Minn.Gordon & Cindy SmithSt. Paul Chamber OrchestraTim StevensStout Ale HouseVariety on BroadwayJoe Vavra/Minnesota TwinsVillage CleanersVino in the ValleyZanzibar Restaurant & Pub

We also appreciate the in-kind support throughout the year that helped underwrite administrative costs associated with Foundation operations:

Accounting Solutions/ Lara BaganBakke Norman Law OfficeIrish Rose ConsultingKelly & Teri KadoStudio in the Woods/ Steve BrakerWESTconsin Credit Union Wipfli LLP

Stat

emen

ts o

f Fin

anci

al P

ositi

onSt

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of A

ctiv

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Year

s En

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Dec

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2009

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Page 15: Community Foundation of Dunn County Annual Report 2010

13

Stat

emen

ts o

f Fin

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ositi

onSt

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of A

ctiv

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Year

s En

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55

2010

Com

mun

ity F

ound

atio

n of

Dun

n C

ount

y, In

c.

Page 16: Community Foundation of Dunn County Annual Report 2010

People who care. Causes that matter. Since 1995.

U.S. POSTAGEPAID

PERMITPLACE HOLDER

PO Box 498 | 500 Main Street #322Menomonie, Wisconsin 54751

www.cfdunncounty.org

SUE SMITH, PRESIDENTCAPITAL CORPORATION123 MAIN ST STE 3BANYTOWN, US 12345-1234

Confirmed in Compliance with National Standards for U.S. Community Foundations

Blue eyes. Dimples. An easy laugh. You passed on your looks and mannerisms. But will your children and grandchildren inherit your generous spirit? Of all the things you’ll pass on, the most important is how to give back.

You can set a great example by counting your community among your heirs in your will or estate plan. Your charitable bequest will improve our quality of life and help our community grow—forever.

For more information, contact the Community Foundation of Dunn County today.Call Us at 715-232-8019 or Visit www.cfdunncounty.org


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