Connecting people who care with causes that matter

Russell County Area Community Foundation

Vehicle for Good

2014-2015

Vehicle for GoodThe Russell County

Area Community Foundation serves as

a vehicle to receive gifts from individuals,

families, businesses and organizations to establish

endowment funds that will provide grant awards

for years to come. All gifts received are carefully

invested and the income from endowments is

used to make grants to charitable causes. 2014 - 2015

BOARD OF DIRECTORSRadonna Brandenburg, ChairmanVance Ruggels, Past-ChairmanMark Popp, Vice-ChairmanKatrina Woelk, TreasurerJon BirkyKenneth ColeWard CraigJohn O. Farmer, IVMollie HabererKristie HomeierMichael Murphy

Staff: Angie Muller, Executive Director

TABLE OF CONTENTS

3 Executive Director Letter4 Giving Vehicles6 Dane G. Hansen Community Grant Fund8 Donors10 Funds & Grants16 GROW II18 Foundation Finance

Foundation MissionOur mission is to meet charitable community needs through leadership, grants, and donor services.

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Letter from the Executive DirectorA Vehicle for GoodDear Friends,

Our annual report celebrates the many ways the Foundation is a vehicle for good in our communities.

We love working with donors and other generous people to make a lasting impact in the Russell County area, whether it is for education, recreation, the arts, parks, historic preservation, or other worthy charitable cause.

A new way we are making a difference, is through the Think Big, Think Russell County grant. The purpose of this grant is to support a project with significant impact in the Russell County area. We are pleased to team up with USD 407 to build a playground at Simpson Elementary School, where kids can play soccer, kickball and other fun games on a surface of smart rubber mulch.

We also recently partnered with the Dane G. Hansen Foundation to facilitate $50,000 worth of grants to local communities to support health and human services, community beatification, intergenerational programs, the arts and environmental programs. Projects funded include a free youth soccer clinic taught by Fort Hays State University coaches, the Lucas Lid Off Film Festival, community PRIDE projects in Paradise and Russell, and the Russell County health fair.

Now is a great time to help the foundation promote good in our communities. We invite you to contact our office to find out how we can facilitate your charitable legacy. Together, let’s create bright future for the people that call the Russell County area home.

Angie Muller, Executive DirectorRussell County Area Community Foundation

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Designated Funds allow donors to identify one or more charities to receive annual grant distributions in perpetuity. If the designated charity no longer exists, the Foundation board of directors will redirect the funds to a similar charitable need ensuring that the donor’s intent is always honored.

With over 1 million public charities in the United States, we recognize that donors have a multitude of options to spend their charitable dollars. However, by establishing a fund at the Community Foundation, donors have the flexibility to create and shape their own charitable fund to reflect their personal goals and desires. Below is a list of different fund types, or “giving vehicles,” to help donors accomplish those goals.

GivinG vehicles

DESIGNATED FUNDS

SCHOLARSHIP FUNDS

UNRESTRICTED FUND

DONOR ADVISED FUNDS

FIELD OF INTEREST FUNDS

Donor Advised Funds are one of the most flexible funds at the Foundation. Donors can make grant recommendations to charitable organizations from their fund and also have the ability to pass their fund to future generations.

Scholarship Funds give donors the opportunity to provide educational support for students at any level of education. Donors may designate a particular field of study, a specific educational institution, and/or eligibility requirements.

The Fund for a Better Russell County Area is an unrestricted fund that is flexible and responsive to current and future community needs. Grants are administered by the Foundation through a competitive application process and support a variety of local charitable causes and organizations.This fund was established by our Founding Donors and continues to receive support through a variety of both small and large gifts, making it truly a “community” fund.

Field of Interest Funds enable donors to focus their giving on a particular area of interest like arts and education or a specific geographic area. The Foundation works with a grants committee to administer grants in a way that achieves the donor’s overall objectives.

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ORGANIZATION FUNDS

FUNDS FOR THE FUTURE

PROVISIONAL FUNDS

ADMINISTRATIVE FUNDS

Organization Funds are established by a nonprofit organization with the purpose of building long-term sustainability. Contributions to the fund can be made by the organization as well as third party donors.

Funds for the Future enable donors to set up a bequest to their community and directs the contributions to nonprofits and charitable causes that align with their interests and passions.

Provisional Funds are established by a group or organization that is raising money for a specific charitable community project. If the project does not happen, donors who contributed to this fund can redirect their gift to a different charitable cause of their choice.

The Administrative Fund is the engine that keeps the Foundation going. Donors that contribute to this fund are helping support Foundation operations and enabling it to further its mission to meet charitable community needs through leadership, grants and donor services.

Fun FactDid you know that community foundations are the fastest growing vehicle for giving in the United States? The Russell County Area Community Foundation is one of over 750 in the nation. There are more than 80 in the state of Kansas alone.

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Dane G. Hansen was a man who amassed enormous wealth without losing the common

touch and always found time to help others. He made part of his fortune by starting an earth-moving business which evolved into road and bridge construction that spread over 26 counties in northwest Kansas.

When Mr. Hansen died on his 82nd birthday in 1965, he left the bulk of his fortune to

establish the Dane G. Hansen Foundation. The primary goal of the foundation was to make communities in northwest Kansas better places to live as his lasting legacy.

This year, the Greater Salina Community Foundation received an $800,000 grant from the Dane G. Hansen Foundation of Logan as part of a new pilot grant program. The Greater Salina Community Foundation and nine of its affiliates will operate as a charitable vehicle for 16 out of the 26 counties in the northwest Kansas Hansen service area. Each county, including Russell County, received $50,000 to award in the form of competitive grants to a variety of community projects with an emphasis on programs or projects that include community involvement and volunteerism.

Gary Poore, a trustee of the Dane G. Hansen Foundation commented, “We’re very pleased to start this pilot project as a part of our overall mission to improve the quality of life for the citizens of northwest Kansas. We think that community foundations are in a unique position to find and fund projects that will have the most impact in our local areas.”

Grants are limited to up to $5,000 and are restricted to the following fields of interest:

• Arts• Community beautification• Environment• Health & Human Service• Inter-generational

Mr. Hansen may have made a living by connecting people through roads and bridges, but it is his estate gift that is making the biggest impact by connecting people with causes that matter.

Dane G. Hansen Community Grant Fund

7

Grants Awarded

Deines Cultural Center-$3,000Ceramic class equipment and materials including pottery wheels, clay, glazes, etc...

Fort Hays State University Soccer-$3,800A free 2-day children’s soccer clinic taught by FHSU coaches and players

Lucas Arts & Humanities Council, Inc.-$5,000Lid Off Film Festival & Sunflower Visual Arts Festival

Lucas Lions Club-$5,000Accessibility and safety upgrades to the spectator area at the Lucas City Baseball Complex

Paradise PRIDE Committee-$5,000New play equipment for Paradise Park

Russell Community Theater-$5,000Update theater lighting with new dimming equipment and control system

Russell Main Street, Inc.-$5,000Downtown Russell Christmas decorations

Russell PRIDE, Inc.-$1,500Paint with PRIDE project aimed at painting/fixing up blighted homes in Russell

Russell PRIDE, Inc.-$5,000Russell Community Adventure Trail

Russell Recreation Commission-$4,200New fitness equipment geared towards upper-body rehabilitation and workouts.

Russell Recreation Commission-$2,500Youth Summer Art Program

Russell Regional Hospital-$5,000Russell County Health Fair

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2014-2015DonorsOne way we achieve our mission is to inspire and enable donors to fulfill their charitable desires. Connecting them with causes that matter is what the Foundation is all about.Martin & Shari Albrecht Nadene Albrecht Dean & Betty Boxberger Gerald & Radonna Brandenburg Lois Cave Dane G. Hansen Foundation Roger & Barbara Dennis Melvin & Juanita Flegler Eric & Mollie Haberer Kristie Homeier Kansas Health Foundation Donald & Karin Mai Kai & Angela Muller Michael & Tonya Murphy Brett & Carol Murray Ann Myers Towey Merlin & Bonita Ney Janet Peerman Harlan Ralph Vance & Deena Jo Ruggels Rural Telephone Service Starr F. Schlobohm Revocable Trust Philip & Jean Sedo Southwind Bank St. John Lutheran Church Charles & Barbara Stinchcomb Kimberly Stoppel Sunflower Bank Mary Jane Townsley Lance & Mary Pat Waymaster Daron & Katrina Woelk

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Memorials & HonorariumsThe Community Foundation provides many vehicles to honor or remember a loved one in the form of a memorial or honorarium. Gifts can be made to a fund that’s already established or a new fund can be created in that person’s name to leave a lasting legacy.

2014-15 MemorialsDr. Harry HagstadHelen KeilVirginia McQuinCarrie Lee WeigelEsther White

2014-15 HonorariumsGerald BenderKathy BoomhowerDarold & Corine GideonMartin MyersKim Stoppel

Founding DonorsIt was the faith and commitment of our Founders that provided the Russell County area with not only a vehicle for giving, but a vehicle for good. For that we are forever grateful.

Individuals & Families Dolores Y. & Robert L. EarnestPatrick & Elaine HilgerCatherine HollandMichael & Nancy HollandMax HornLeon & Christina HuxmanLeo & Alma MichaelisMichael & Tonya MurphyMartin MyersHenry & Marjorie PohlmanStarr F. SchlobohmDr. Wallace N. WeberFred Weigel, Jr.

Business EntitiesSouthwind Bank(formerly United National Bank)

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Every year, the Community Foundation responds to community needs through annual grant cycles, however, this year we wanted to do something “BIG.” The Foundation challenged the community to think big and apply for a $30,000 grant to fund a project that would have a significant impact on the community.

Inspired by the challenge, Simpson Elementary School (SES) teacher, Lindsay Brull, could think of no better place to have a large impact than at the school playground.

Lindsay was awarded $29,000 to improve the safety and quality of the school playground. The existing playground had torn padding, tripping hazards and other safety issues. Russell High School student athletes and other community volunteers helped clear out the old padding, put in new equipment and lay the mulch, making truly a community effort. As Lindsay says, “The playground project has absolutely been successful and the children absolutely love the new equipment!”

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Fund for a Better Russell County Area

Foundation Funds & GrantsThe Russell County Area Community Foundation has been used as a vehicle to make a communities better. Since inception, RCACF has awarded over $1.5 million in grants that support a broad range of charitable causes-some grants directed by donors and some determined by our board of directors. It is the opportunity to make an impact that makes us feel blessed to be part of this organization.

2014-2015 Grantees- $52,756 totat grantsCity of GorhamCity of NatomaLucas Arts & Humanities Council, Inc.Lucas-Sylvan Elementary SchoolNatoma Library & Art CenterRHS Booster ClubRussell City Fire DepartmentRussell Community TheaterRussell PRIDE, Inc.Russell Public LibrarySmoky Hills Public TelevisionUSD 407

Organization FundsCurrent Funds

Organization Fund 2014-2015 Grantees-$18,828 total grants

Catholic Church, St. Mary’s of Russell, KansasCoronado Area Council of the Boy Scouts of America FundGrassroots Arts Center Rare Visions of Eccentric Kansas Russell Public LibraryRussell Regional HospitalSt. John Lutheran Church, Russell, Kansas

Russell Public LibrarySt. John Lutheran Church

Significant Donors to the Fund for a Better Russell County AreaFloyd L. Bear Estate Class of 1943First Baptist ChurchCatherine HollandGeorge Holland

Nancy Holland McDonalds of Russell & HaysMartin H. MyersSouthwind Bank(formerly United National Bank)

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City of RussellFriends of the Deines Cultural CenterFirst Christian ChurchFort Hays State University FoundationFund for a Better Russell County AreaRussell County Administrative FundNatoma Community CenterNatoma Heritage SeekersRussell Arts Council, Inc.Russell Boy Scout Pack 118St. Mary’s Church of Gorham, KSTrinity United Methodist Church

Designated Fund 2014-2015 Grantees-$37,128 total grants

Designated FundsCurrent FundsThe Dean C. Banker Fund for the Russell County Historical SocietyThe Friends of the Deines Cultural Center Emma M. Gaines MemorialThe David Goddard Fund for the Russell Boy ScoutsThe Ethel A. John Fund for the Natoma Community CenterThe Ethel A. John Fund for Peace Lutheran Church, NatomaHazel A. Olson Trinity United Methodist Church FundHelen Polcyn St. Mary’s Catholic Church of Gorham Cemetery FundKansas Health Foundation Operating Fund for Russell CountyKeep the Dream AliveNatoma Heritage Seekers Pohlman Building FundNatoma Presbyterian Church Preservation FundV. Frankie & Reba M. New FundPay it Forward Scholarship FundDavid M. Shumaker Memorial Geology FundSt. Mary’s Catholic Church, Gorham, KS, Building & Grounds Fund

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Current FundsThe Derril and Marvel Castor Fund Dolores Y. & Robert L. Earnest Fund Patrick R. & Elaine M. Hilger HOPE Fund The Michael S. and Nancy G. Holland Fund Michael S. Holland Fund for Russell Regional Hospital The Max Horn Family Fund The Leon and Christina Huxman Fund The Murphy Family Donor-Advised Fund The Myers Family Memorial Fund The Edwin W. Olson Family Fund Henry and Marjorie L. Pohlman Fund Rotary Club of Russell Fund The Jay and Micki Sweeney Donor-Advised Fund The Fred and Joan Weigel Fund The Wallace N. Weber, MD Fund

Donor Advised Funds

Donor Advised Fund 2014-2015 Grantees-$20,209 total grantsBickerdyke ElementaryBig Brothers & Big Sisters of Ellis CountyThe Capuchin FranciscansCatholic Diocese of SalinaCity of GorhamCity of LurayCity of MiltonvaleCorpus Christi Catholic School/ParishHerzogfest, Inc.Holy Family Elementary SchoolRussell Administrative FUndKansas Explorers ClubLucas Arts & Humanities Council, Inc.Paradise United Methodist ChurchPost Rock Family Services, Inc.Ruppenthal Middle SchoolRussell Arts Council, Inc.Russell Celebration, Inc.Russell County 4-H CouncilRussell County Community PartnershipRussell High SchoolRussell Original Art Review, Inc.Russell PRIDE, Inc.Russell Relay for LIfe

Salina Salvation Army FootballSpecial Olympics- KansasSt. Boniface ParishSt. Jude Children’s Research HospitalSt. Mary’s Catholic Church, GorhamSt. Mary Queen of Angels ParishSylvan-Lucas Unified High SchoolTrinity United Methodist ChurchUnboundUSD 407Victoria High SchoolWounded Warrior Project

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Scholarship FundsCurrent Funds

Scholarship Fund 2014-2015 Grantees$32,700 scholarships awarded (Scholarships paid July 1, 2014-June 30, 2015)

Adolph Boehler Student Aid ScholarshipDavid Ochs Memorial ScholarshipDoran and Bina Dole ScholarshipErvin & Denzell Zimmerman Memorial ScholarshipJoshua ScholarshipKenneth V. Dumler Memorial ScholarshipMurphy Memorial ScholarshipPaul E. Ruggels Memorial ScholarshipPohlman Family ScholarshipR.H.S. Class of 1952 ScholarshipSean Paul Banks Memorial Scholarship

Brandon Bachar Western Nebraska Community CollegeAlexander Baldwin University of KansasNathaneal Barney Utah State UniversityBrooks Berens Fort Hays State UniversityEastin Casey University of Kansas Medical SchoolShiv Gupta Columbia University Alexa Heier University of Kansas Medical SchoolChristopher Hilger University of KansasEthan Kaufman Utah State UniversityTanner Krug Fort Hays State University/Newman UniversityBreanna Manrose Kansas State UniversityHaley Michel Highland Community College/Pratt Community CollegeClayton Moubry Connors State CollegeJordan Moubry Connors State College Gage Nichols Kansas State UniversityAudra Nowak Colby Community CollegeRoxanne Ochs Kansas State UniversityTaylor Ochs Kansas State UniversityJoseph Oste Wichita State UniversityPaxton Pospichal Kansas State UniversityAlexandra Ptacek Hutchinson Community CollegeEric Rourke Fort Hays State UniversityKelli Rourke Kansas State UniversityAmanda Shaffer University of MissouriShelby Thacker Fort Hays State UniversityKaitlynn Walker Ottawa UniversityLena Wedel Sterling College

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Field of Interest FundsCurrent Funds

Field of Interest Fund 2014-2015 Grantees-$29,034 total grants

Girl Scouts of Russell, KansasHelen A. Hampl Student Aid FundKansas Health Foundation Children’s FundKansas Health Foundation Fund for Russell CountyRussell Area Youth Activities FundRussell Schools Apple Seed Fund

Developmental Services of NW Kansas, Inc.Girl Scout Troop #20715Gorham Community Development AssociationK-State Football CampsPaul Lampert (to provide a student with prescription athletic goggles)Lucas-Sylvan Elementary SchoolMidway District 4-HRuppenthall Middle SchoolRussell High SchoolRussell High School Booster ClubRussell Recreation CommissionSalina Salvation Army FootballSmoky Hills Public Television

Sandi Stricker (to pay for student Taekwodo lessons)Summer Kids Intervention ProgramSunrise Kiwanis of RussellDixie Thompson (to pay for student voice lessons)USD 399USD 407

A grant from the Helen A. Hampl Student Aid Fund helped fund a children’s summer Pre-K program in June. Children worked on fine motor skills, social skills and name writing and recognition.

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Partnering with the Kansas Health Foundation

GROWing Russell County!The Kansas Health Foundation’s mission is to improve the health of all Kansans. They believe that health is a state of complete physical, mental and social well-being, and not merely the absence of disease or infirmity. Tackling this mission would be difficult to do alone and for the past six years, the Community Foundation has had the opportunity to partner with the Kansas Health Foundation to make the Russell County area a healthier place to live and better place to live.

The Community Foundation was the wonderful recipient of a $300,000 matching grant from the Kansas Health Foundation’s GROW II program. During that challenge, all new endowed gifts with the exception of scholarship funds were matched at 50% or 25% by KHF, making your dollars go further. The matching dollars established a $150,000 public health endowed fund and a $150,000 endowed operating fund to support RCACF operations. We also received $63,000 in operating grants which in return allowed us to provide the community with better service in helping address philanthropic needs. Because of GROW II, we are a healthier and better place to live, and to that we say--

“THANK YOU!”

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Funds for the FutureCurrent FundsGordon and Joyce Gorton FundBruce M. and Paula R. HachmeisterDick Phinney and Joy Phinney Jillson Russell Regional Hospital Equipment Enhancement Fund

Administrative FundsCurrent FundsThe Russell County Administrative Fund

Pass Through FundsCurrent FundsDane G. Hansen Foundation Community Fund for Russell County

Donor Advised Fund 2014-2015 Grantees-$50,000 total grantsSee pages 6-7 for Hansen Fund grantees.

GROW II Stats:Total Raised:

$869,536

Total Match:

$300,000

Total Impact:

$1,169,536 in new endowed funds generating over $58,000 in annual grants!

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Foundation FinanceGSCF Investment Portfolio

RCACF Assets by Type

RCACF Total Assets

The Foundation believes the best longterm performance will be achieved through a balanced portfolio consisting of 75% equities and 25% fixed income and cash.As an affiliate of the Greater Salina Community Foundation (GSCF), the funds at the Russell County Area Community Foundation are pooled together with all the funds held by GSCF and their affiliates. The funds are invested with Vanguard and governed by a finance committee at GSCF.We are confident in our performance and rate well when compared to other investment pools. Our 5 year annualized return is 12.40% and our 10 year annualized return is 7.10%.

2nd Quarter 2015 --0.20%

Trailing 1 Year +4.12%

Trailing 3 Years +41.81% Absolute +12.30% Annualized

Trailing 5 Years +79.51% Absolute +12.40% Annualized

Trailing 10 Years +98.96% Absolute +7.10% Annualized

Investment Info

$38,495

$104,416

$205,016

$484,907

$908,603

$1,578,668

$2,224,188

$2,241,344

$2,957,132

$3,847,279

$4,241,055

$5,824,676

$9,275,670

$10,765,863

$- $2,500,000 $5,000,000 $7,500,000 $10,000,000 $12,500,000

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

Total Assets as of 09/30/2015: $10,026,001

Total Assets

10

8

11

8

4

53

6

Percent of RCACF Assets by Type

Donor Advised- 10%

Administrative- 8%

Designated - 11%

Field of Interest- 8%

Organization- 4%

Scholarship- 53%

Unrestricted- 6%

10

8

11

8

4

53

6

Percent of RCACF Assets by Type

Donor Advised- 10%

Administrative- 8%

Designated - 11%

Field of Interest- 8%

Organization- 4%

Scholarship- 53%

Unrestricted- 6%

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Consolidated Statement of Financial Position

Consolidated Statement of Activities

(June 30, 2015)

ASSETSWells Fargo CMM $9,812 Pooled Investment– Vanguard $10,753,772Segregated Investment Accounts $16,619Accum. Depreciation- office equip. ($15,292)

Total Assets $10,764,911

LIABILITIESAccounts Payable $6

Total Liabilities $6

FUND BALANCESFund Balance—Principal $9,360,106Fund Balance—Income $1,352,130 Fund Balance—Spendable $52,668

Total Fund Balances $10,764,904

TOTAL LIABILITIES AND FUND BALANCES $10,764,911

REVENUESGifts & Bequests-Principal $1,386,028 Gifts & Bequests-Income $50,000 Dividend Income $202,603 Money Fund Dividends $1 Realized Gain on Investments $8,492 Unrealized Gain on Investments $160,107

Total Revenues $1,807,231

TRANSFERSInterfund Gifts ($45,431)Interfund Grants $7,026

Total Transfers ($38,405)

EXPENSESGrants Authorized $233,629 Foundation Administrative Contribution $73,434 Operating Expenses $45,980

Total Expenses $353,043

NET ACTIVITY $1,492,593

507 N. MainP.O. Box 172Russell, KS 67665-0172(785) 445-3611www.rcacf.netrcacf@eaglecom.net