ECCF 2014 AnnRpt

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ANNUAL 2014 report SHAPING OUR COMMUNITY’S FUTURE

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Transcript of ECCF 2014 AnnRpt

Page 1: ECCF 2014 AnnRpt

ANNUAL 2014

reportS H A P I N G O U R CO M M U N I TY ’ S F U T U R E

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Dear Founders, Donors, Volunteers, and Friends,

Thank you to all of you who, by your contributions, support, and generosity, make our community better to live in … to work in … to play in. As the highlights below show, the kindness of our donors, the commitment of our staff, and the leadership of our Board of Trustees, combined with the engagement of area businesses and nonprofit agencies, make the Foundation’s mission a reality.

We strengthen our community by offering donors opportunities to establish charitable legacies,• ECCF received over 2 million dollars in donations in 2014 – a record breaking year! • Donors established 26 new funds, including 7 donor advised funds, 5 designated scholarship funds, 4 agency endowment funds, 4 pass-through funds, 2 field of interest funds, 3 acorn funds, and 1 unrestricted fund. • The Foundation established ECCF Realty, LLC, to hold tangible personal property and real estate between donation and sale. We received and sold our first real property gift in 2014 – turn to page 6 to read about it! • The Women’s Giving Circle focused on growing membership in 2014 with a “Friendraising” initiative. The Circle has over 190 members, including 7 lifetime members!

by making grants,• ECCF awarded more than $400,000 in grants, the most in its history, to 99 nonprofit organizations.• The Eau Claire Public Schools Foundation also had an outstanding year – granting over $91,000 to the Eau Claire Area School District and establishing 4 new funds – 2 pass-through funds, 1 donor advised fund, and 1 field of interest fund.

and by serving as a catalyst to address community needs.• Thanks to an Otto Bremer Foundation grant, the Foundation has a new website with added features to support our donors, nonprofits, and our grant process. See it at www.eccommunityfoundation.org. • Over 325 guests attended the 13th Annual Children’s Legacy Luncheon in April, the largest audience ever. If you haven’t attended, you should! Don’t miss the 2015 luncheon on April 23rd at The Florian Gardens.• Two new funds – the Confluence Building Fund and the Confluence Building Endowment Fund, were established by Donors to hold community contributions for the arts center portion of the Confluence project. ECCF is pleased to play a part in this exciting regional growth opportunity.

Learn more about how the Foundation’s mission benefits us all by reading this annual report, visiting our website, or by stopping in at the Foundation’s recently expanded office in the Barstow Court Building. Continued record-breaking years, like 2014, will support increased grants to our amazing community nonprofits. To ensure the most possible dollars are available for grants, the Foundation continues to keep its expenses under 3% of its net assets each year by focusing on efficient, sustainable practices.

Thank you, our generous donors – past, present, and future—for your confidence and support. Please contact Sue Bornick or members of the Foundation’s Board of Trustees to help shape the community you see in the future. We look forward to working with you to make our community the best it can be!

For Good. For Eau Claire. For Ever.

A year like no other.

Jane LokkenECCF Board Chair

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What’s inside?Society of Founders

Legacy Society

Edna Hood Memorial Fund

Daniel F. and Margaret J. Brown Memorial Fund

Goff Family Fund

Terry and Flo Sheridan Family Fund

Funds at the Foundation

How to Give Back

Initiatives

Grants

Women’s Giving Circle

Children’s Legacy Luncheon

Eau Claire Public Schools Foundation

Donors

Honorariums & Memorials

Board of Trustees and Staff

Financial Report

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Layout and Design Cheryl Peick, ECCF Graphic Design Intern

Content Rebecca White Body, ECCF Program Specialist

Printed by Badgerland Printing Co.

Certified For ExcellenceIn 2012, the Eau Claire Community Foundation completed recertification of compliance with National Standards for all U.S. community foundations as set by the Council on Foundations. The Foundation goes through certification every five years.

BJ and Bea Farmer have contributed significantly to the Eau Claire Community Foundation. Both are Society of Founders members who were instrumental in its creation. BJ has served as the ECCF’s Vice Chair and Treasurer as well as on its Development and Investment Committees. Bea helped found the Women’s Giving Circle and, with BJ, established the BJ and Bea Farmer Family Fund to address the community’s most pressing needs. The ECCF thanks the Farmers for their extraordinary generosity.

Lead

ership Award • Leadership Award

• 2014

B.J. and Bea FarmerEau Claire Community Foundation2014 Leadership Award Recipients

Our MissionWe strengthen our

community by offering donors opportunities to

establish charitable legacies, by making grants, and by serving as a catalyst to

address community needs.

Our VisionEau Claire Community

Foundation will be widely recognized in the area as the leading community resource

promoting philanthropy, collaboration and innovation,

and building endowments.

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Society of Founders

There are very few charitable activities in the Eau Claire area that have not benefited from the efforts of Jim and Kathy Pinter. In particular, their work with the Eau Claire Community Foundation will benefit local nonprofits for years to come.

Jim and Kathy Pinter are members of the ECCF’s Society of Founders and Legacy Society. Jim helped establish the ECCF in 1997 and form its Development Committee in 1999. He rejoined the committee in 2004 as Chair and served on the Board of Trustees from 2005-2013. His knowledge and expertise in development and his commitment to the ECCF’s ‘Leave a Legacy’ campaign were instrumental in the growth of its Legacy Society membership.

“It’s important to meet the needs of today,” Jim noted, “But we must also look to the future. We need to ensure that the Eau Claire Community Foundation is truly, as its motto says, ‘For Good. For Eau Claire. Forever.’ Encouraging people to establish legacies is an important step toward meeting that goal.”

Jim has always believed that giving in any form benefits the entire Chippewa Valley. He puts his Pinter Platitudes into action: prayer, purpose, passion, planning, preparation, practice, positive affirmations, personality, participation, and persistence.

Jim and Kathy PinterSociety of Founders Members

Dr. David* and Joan Angell Owen* and Janice Ayres Bob and Louise Barfknecht Thomas and Ann* Barland Jack and Carol Bartingale Jim and Kathy Bartl William and Kathryn Bergman James C. Bolton Jr. Verdell and Diane Bothun Susan J. Bruce Dick and Marlene* Cable Jim Carter and Victoria Miller Duane and Joan Dingmann Arnie* and Lois* Domer Stephen and Janet Driever B.J. and Bea Farmer Phillip and Barbara Fey

David and Cindy Frederikson Walter* and Gloria Gold Charles* and Joanne Graaskamp Thomas and Mary* Grewe Jon N. and Maureen S. Homstad Daniel F. and Carolyn B. Johnson Don and Eunice* Johnson Lloyd* and Lila C. Johnson Dr. David and Alice Katz Mike and Pat Kell Norm and Mary Ellen Keller Dick and Marcia Larson Charles and Kathy Lasker Marv and Sandy* Market Lee and Mary* Markquart Lee* and Ruth* Mathison Terry and Gina* McEnany

Buzz and Mary Ann Minton Charles D. and Sue E. Nyberg Michael and Jane O’Meara Mark and Tammy Orgel Wayne and Marge Peters Jim and Kathy Pinter Jack and Lois Postlewaite Bob* and Claribel* Rowan Wallace and Delores Schulenberg Peter and Randi Scobie Robert P.* and Rosemary M.* Scobie Steve and Kaye Senn Jack and Donna Stromwall Dr. Michel and Cathy Sultan Matthew and Melissa Tietz Susan K. and Roger J. Tietz Pat and Kerry Toutant

Dr. Peter Ullrich and Susan Pittman Ken and Roberta Vance Jan and Kathryn Ver Hagen Warren and Vonnie* Wangen Steve* & Olga Wise Jack and Cleo Young

Ayres Associates Charter Bank Eau Claire CliftonLarsonAllen LLP, formerly Stienessen, Chlegel & Co. LLC Investor Counsel LLCRoyal Credit UnionSVA Plumb Financial LLCUS BankWipfli LLP

*denotes deceased

The following individuals, families, and firms have helped make the Eau Claire Community Foundation a permanent part of Eau Claire through their initial gift of $10,000 or more:

SOCIETY OF FOUNDERS

2014 ANNUAL REPORT

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“It’s important to meet the needs of today, but we must also look to the future.”

Kathy is a founding and continuing member of the Women’s Giving Circle, a fund that supports area nonprofits serving women and children. She is a very generous financial supporter of the W.G.C. and has encouraged many new members to join, growing the W.G.C. and increasing its giving power. With Jim, she established the Jim and Kathy Pinter Mental Health Fund, a field of interest fund that supports nonprofit organizations that handle mental health issues in adults and youth. Through their generous contributions of time, money, effort, and expertise, the Pinters have made a lasting contribution to the greater Eau Claire area.

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Legacy SocietyWe gratefully recognize the Legacy Society members who support the Foundation with a bequest from their estate, or who have indicated that the Foundation has been named a future beneficiary of their estate. These benefactors have enriched the lives of others through their concern for the charitable needs of our community.

The Legacy Society welcomes new members. When you complete a non-binding, confidential Statement of Intent, we can honor your charitable wishes and help you create your own Legacy. You can designate your gift to any ECCF fund or the ECCF Operations Fund. You can also establish your own fund at the Foundation to benefit your favorite nonprofit organizations or causes.

Dr. David* and Joan Angell Janet Barland Thomas and Jill Barland Jack and Carol Bartingale Bill and Winnie Bean Miss Priscilla Berry Drs. Kristina and Alex Beuning Stephen and Kristine Bien Preston* and Mary Kay* Bissell Don and Kim Bodeau Robert and Andrea Bodeau Daniel F.* and Margaret J.* Brown Susan Bruce Thomas and Joyce Bruckner Dick and Marlene* Cable Kurt and Tammy Cable Jim Carter and Victoria Miller Roger and Betty Davis Paul Del Torto

Arnie* and Lois* Domer B.J. and Bea Farmer Jennifer and Joseph Fesenmaier Victoria E. Finstad Heidi Fisher Dr. Louis and Janet Frase Richard T. Gannon Gloria Gold Thomas and Annie Grewe Charles and Becky Grossklaus Christopher Hasenberg Karen and Dick Hebert Mark and Lois Helland Lawrence Henkel Dr. Eldon Hill Jon N. and Maureen S. Homstad Edna Hood* Duane and Laura Hookom Al and Peggy Jones

John Kaiser and Marcia Van Beek Dr. David and Alice Katz Betsy Kell Dr. Daniel and Kerry Kincaid Joseph Koehn* Sherry Macaul Richard D. and Marcia D. Larson John and Jane Lokken Keith and Alison Martin Buzz and Mary Ann Minton Greg and Emily Moore Jon and Erika Munger Charles D. and Sue E. Nyberg Jim and Kathy Pinter Jack and Lois Postlewaite Lyle and Karyn Quandt Pat and Sue Quinn Steve and Kaye Senn Flo and Terry* Sheridan

Chuck Shoemaker Jr. and Lori John-ShoemakerVernon* and Jo Ann Smith Jerry and Beth Speckien Susan and Roger Tietz Dr. Joseph M.* and Jean M.* Tobin Gary and Sonya Tourville Dr. Peter Ullrich and Susan Pittman Kenneth and Roberta Vance Jan and Kathryn Ver Hagen Ron* and Johanna Warloski Paul and Cheri Weinke Bonnie Wright Dr. Jack and Cleo Young Anonymous

*denotes deceased

LEGACY SOCIETY

2014 ANNUAL REPORT

Leave Your LegacyChoosing the Gift Plan to Fit Your Goals

*The Eau Claire Community Foundation does not offer legal advice to individuals regarding their estate plans. We encourage donors considering a bequest to the Foundation to work with their legal and financial advisors.

Client Giving Vehicle Your Personal GoalsIncome to Donor or Heirs Income Tax Deduction

Capital Gains and Estate Taxes Attractive Funding Assets

Bequest In Donor’s Will

Minimizing taxable estate.Provide for favorite charitable causes. No No Avoided

Assets that continue to generate taxable income for estate heirs.

Life InsuranceProvide for charity with pre-tax dollars. No

Yes, for the full cash value of the policy and future premium payments if ownership is given to the Foundation.

No, if Foundation is named beneficiary but not owner. Avoided

Paid up whole life policies. Policies with annual dividends greater than premiums.

Retirement Plan Beneficiary Designation

Provide for favorite charitable causes. No

No (but reduces or avoids estate and income tax to heirs). Avoided IRAs, other qualified plan assets.

Charitable Remainder Annuity Trusts

Create income for self or others.Establish permanent charitable legacy. Yes Yes

Estate taxes are avoided, but gift tax may be due.

Appreciated stock& appreciated low-basis real property (assets).

Charitable Lead Trust

Transferring assets to another generation (non-grantor trust).Income tax deduction (grantor trust). No

No (non-grantor trust)

Yes (grantor trust)

Estate taxes are avoided, but gift tax may be due.

Income producing assets.Assets to be passed to children, such as shares in closely-held business.

Real EstateAvoid capital gains.Provide for favorite causes. No Yes Avoided

Any form of real estate, especially highly appreciated.

The Legacy Society members listed below have included the Eau Claire Community Foundation in their estate plans:

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Edna Hood spent many years improving lives in the Chippewa Valley and, thanks to her foresight in creating a Legacy Fund, she’ll continue to do so far into the future.

Edna was born in Corsicana, Texas, to Leona (Skelton) and Reuben Thomas Hood on May 22, 1933. She grew up in various parts of Texas and graduated from high school in Sherman, Texas. She attained her Bachelor’s Degree from Austin College and went on to attain a Master’s Degree from the University of Boulder and a Doctorate from UW-Madison.

In 1965, Edna joined the English Department faculty at UW-Eau Claire, where she was loved and respected by her students and colleagues. She retired as a full professor in 1994.

In 2007, Edna created her first fund at the Eau Claire Community Foundation. Aubre’s Fund is a Field of Interest Fund that she established in memory of her little sister, Aubre Marilyn Hood, who died as an infant. Its purpose is to help enhance the quality of life for children and companion animals in the greater Eau Claire area.

Edna loved to travel and spent many summers visiting friends and traveling in Europe with her companion Jeanne and other friends. She also loved music and theatre. Some of her favorite trips included concerts and theatre performances in London, New York, The Kennedy Center, and The Guthrie in Minneapolis.

Although she passed away on Sep. 8, 2014, Edna will be long remembered for her generosity. She was passionate in her support of organizations and causes that were important to her. Among other things, Edna was an active member of Clear Water Kiwanis and the Eau Claire County Democratic Party for many years. She was also a member of the Eau Claire Community Foundation’s Legacy Society as well as a Founder and member of the Women’s Giving Circle.

Edna had created the Edna Hood Memorial Fund by specifying in her will that she would leave the residue of her estate to the Eau Claire Community Foundation. She also made the Foundation a beneficiary of a tax deferred annuity, a qualified retirement plan, and a money market/savings account.

In establishing her legacy, Edna has ensured that her generosity will live on for years to come.

Edna Hood Memorial FundLegacy Spotlight

LEGACY FUND SPOTLIGHT

2014 ANNUAL REPORT

Now, thanks to her Legacy Fund, Edna’s generosity will continue to improve lives far into the future.

Right: Edna Hood and her dog, Dolly.

Field of Interest Fund

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Margaret and Daniel Brown spent many years enhancing Eau Claire’s quality of life and, although both of them have now passed on, their legacy of philanthropy lives on.

The Browns, both Wisconsin natives, accomplished much in their long lives. Among other achievements, they opened a successful Eau Claire law practice in 1967. In 1974, Daniel became president of the state attorneys’ bar association. In 1983, he semi-retired but still remained active in the Barnes and Brown Law Firm. The Browns enjoyed spending their summers on Lake Holcomb.

Daniel passed away in 2008 at the age of 91, and Margaret followed in 2012 at the age of 96. Before their passing, though, they had joined the Eau Claire Community Foundation’s Legacy Society as anonymous members and made a bequest to create the Daniel F. and Margaret J. Brown Memorial Fund upon their deaths. This unrestricted fund has grown from an establishing gift of $400,000 to a current balance of more than $485,000, and it has already funded more than $25,000 in grants.

Making a bequest, as the Browns did, is an option that anyone can explore. A bequest allows the donor to leave the Eau Claire Community Foundation a specific dollar amount, a percentage of his or her estate, or a conditional bequest. It is the easiest and most popular way for donors to make a future commitment. Doing so can be as simple as inserting a sentence such as the following into your will:

“I give and bequeath $___________ to the Eau Claire Community Foundation, 306 South Barstow Street, Suite 104, Eau Claire, WI 54701, a State of Wisconsin Corporation, to support its giving purposes.”

If you would like more information on making a bequest, please feel free to contact the Eau Claire Community Foundation at (715) 552-3801 for assistance. The staff will make every effort to assist you in determining a giving plan that benefits both you and the Eau Claire community. Should you designate a deferred gift to the Eau Claire Community Foundation, you will be recognized as a member of the Legacy Society.

Current and future members of the Legacy Society will, as the Browns did, ensure that local nonprofits remain strong and the quality of life in Eau Claire remains high for years to come.

Daniel F. and Margaret J. Brown Memorial Fund Legacy Spotlight

LEGACY FUND SPOTLIGHT

2014 ANNUAL REPORT

Becoming a Legacy Society member by making a bequest, as the Browns did, is an option

that anyone can explore.

Left: Children thanking the Eau Claire Community Foundation after their day at Joshua’s Camp.

Unrestricted Fund

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Goff Family FundFund Spotlight

2014 ANNUAL REPORT

FUND SPOTLIGHT

Left: Phyllis Goff transferring the keys over to Trustee Wayne Peters and Executive Director Sue Bornick.

Although Phyllis Goff spent much of her childhood in California, she’s made a tremendous impact on Wisconsin’s quality of life. Thanks to her newly created fund, that impact will continue far into the future.

Phyllis was born in Dunn County, but her family moved to California when she was barely out of the third grade. They returned to Wisconsin in 1942, and not long thereafter, she met John Goff; the couple married in 1946.

The Goffs celebrated their 65th wedding anniversary in 2011, shortly before John passed away at the age of 90.

In 2014, Phyllis donated a piece of real estate to the Eau Claire Community Foundation. The newly created ECCF Realty, LLC. held the property until it was sold. After expenses, the remainder established the Goff Family Fund, an unrestricted fund intended to meet the community’s most pressing needs.

In establishing this fund, Phyllis has continued her family’s legacy of contributing to the community. In just one example of her generosity, she helped fund a lift in Pleasant Valley Lutheran Church so that everyone, regardless of physical disabilities, would have equal access to its facilities.

Phyllis is also passionate about genealogy. Tracing the diverse branches of her family and seeing the relationships among her ancestors has caused her to observe how interconnected all people are.

That observation encourages Phyllis’s natural generosity. However, Phyllis is as modest as she is generous. “I try not to advertise it much because I don’t feel I’m doing more than other people are,” she said. “I’m not used to that whole limelight stuff.”

Limelight or no limelight, she encourages everyone to be philanthropic as well. “It just makes you feel good knowing that other people are benefiting,” she observed.

In creating the Goff Family Fund, Phyllis has ensured that Eau Claire area nonprofits and the people they serve will be benefiting for years to come.

You Don’t Need Cash to be Generous!The Eau Claire Community Foundation can accept many different types of non-cash assets. These include:

Unrestricted Fund

• Homes• Farms• Vacation homes• Commercial buildings• Income or non-income producing land• Art• Antiques

• Collectibles• Jewelry• Rare books• Stamp and coin collections• Percentage of business• Other tangible personal property

“It just makes you feel good knowing that other people are benefiting,”

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In 2014, Eau Claire won an All-America City Award for its outstanding, community based civic accomplishments. This award reflects the commitment and generosity of many area citizens; Terry and Flo Sheridan embody this commitment and generosity.

The Sheridans moved to Eau Claire in 1976 and began enhancing the community right away. Terry, an experienced teacher and school administrator, was assistant superintendent for the Eau Claire Area School District. He also served as the first principal of Meadowview Elementary School and willingly returned from retirement to serve as interim school superintendent in 2012. “We assure a better future by positively nurturing our children,” he remarked upon receiving the Children’s Legacy Luncheon Outstanding Achievement Award in 2008, “and we obtain fulfillment through their success.”

Flo was an administrator at Newman Catholic Parish for 35 years. A Lifetime Member of the Women’s Giving Circle, Flo also recently joined the Board of the Eau Claire Public Schools Foundation, which she and Terry had helped found. “I look forward to carrying on the legacy we built together,” Flo explained. “Terry and I shared similar affection for the Eau Claire community and a desire to give back in a manner that would benefit future generations.”

Although Terry passed away in 2013, that legacy remains strong. He and Flo had established both the Terry and Flo Sheridan Family Fund through the Eau Claire Community Foundation and the Sheridan Education Fund through the Eau Claire Public Schools Foundation. These funds, bolstered by an outpouring of memorial donations upon Terry’s passing, will help strengthen Eau Claire’s schools and nonprofits for years to come.

Terry had explained the Sheridans’ reasoning in establishing these funds: “Why through the Community Foundation?” he asked. “We can advise and direct [our funds] to an area most dear to us—children and education. We believe [our funds] will be well managed and invested. [They] will serve future generations, as the Community Foundation serves as a conduit to perpetuate the social contract we benefited from.”

“We feel that our lives have been blessed,” Flo said, “and we want to share these blessings with others. Our family would like to express our deep gratitude to all the people who donated to both our funds in Terry’s memory.”

Thanks in no small part to the Sheridans and their funds, Eau Claire will remain, in Flo’s words, “a quality place to live and a wonderful place to raise a family.”

Terry and Flo Sheridan Family FundEau Claire Community Foundation Fund Spotlight

Terry and Flo Sheridan Education FundEau Claire Public Schools Foundation Fund Spotlight

2014 ANNUAL REPORT

FUND SPOTLIGHT

Above: Kathleen, Terry, Flo, and Kevin Sheridan

Donor Advised Funds

“We feel that our lives have been blessed, and we want to share these blessings with others. ”

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Funds at the Foundation Acorn FundsAcorn Funds are starter funds that grow over time through investment earnings and your continued contributions.

5 Martins Family FundAdvancing Innovation within Eau Claire County FundAl & Peggy Jones FundAnonymously FundAn anonymous donor established this fund focused on personal philanthropy.

Billie G. Macaul Memorial Fund Established by Sherry Macaul in memory of her mother Billie, this fund honors her life, ideals, and the value of education.

Chuck & Lori John Shoemaker Family FundClark Family FundConfluence Building Endowment The Confluence Project is a collaborative effort to create the Confluence Arts Center in downtown Eau Claire. Donations to this fund support the building’s future operations.

CV Regional Computer Forensic Laboratory FundDenise Murch Memorial Fund In memory of Denise Murch, her family has established this Acorn Fund to ensure that Eau Claire residents have access to food, shelter, medical care, and other basic needs.

Eau Claire Public Spirit FundFoundation Leaders FundInnovation Foundation of Western WisconsinJack & Carol Bartingale Family FundKincaid Family FundLaura & Duane Hookom Family FundLeonard E Gibbs Fund to Promote Excellence in Evidence Informed Research & Practice in the Helping ProfessionsPaul Del Torto FundPhilip & Janice Happe Family FundRobert V. & Benjamin G. Miller FundThe Talley Family FundThe Warloski Family Fund

Agency Endowment FundsAgency Endowment Funds are established by a nonprofit to provide perpetual support for their operations and ensure stability.

Anonymous (2)Beaver Creek Reserve Endowment FundBolton Refuge House Endowment FundBoy Scouts of America CV Endowment FundChippewa Valley Free Clinic EndowmentEau Claire Children’s Theatre Endowment Fund This fund provides financial stability for the Eau Claire Children’s Theatre, a nonprofit, volunteer-driven community theatre providing quality theatrical and educational experiences.

Feed My People Endowment FundGoodwill Industries FundHope Gospel Mission Endowment Fund This fund supports Hope Gospel Mission, a faith-based organization that offers shelter, education, and other vital needs to impoverished residents of the Eau Claire area.

Interfaith Hospitality Network EndowmentL. E. Phillips Senior Center Endowment FundL. E. Phillips Memorial Public Library Agency FundLV-CV Legacy for Literacy FundMega Charities Foundation FundPaul Bunyan Logging Camp Museum Endowment FundUnited Cerebral Palsy Endowment FundYoung Men’s Christian Association of Eau Claire Endowment Fund

Community FundThe Community Fund receives unrestricted donations designated to support grants to local nonprofit organizations as recommended by the ECCF grant committee.

Designated Named FundsDesignated Named Funds allow donors to supportone or more specific nonprofit organizations forever.

Buzz & Mary Ann Minton FundDr. Joseph M. & Jean M. Tobin Family FundDr. Michel & Cathy Sultan FundEau Claire Police Dept. Special Units FundEau Claire Transit Disadvantaged Token FundEau Claire, Dunn, Pepin Medical SocietyGary & Sonya Tourville FundHubbard & Kathryn Robbins Family FundJeanne Richie Memorial Puddle Jump FundJohn & Lela Thompson FundL. E. Phillips Memorial Public Library Endowment FundLyle & Karyn Quandt FundRalph Owen Disaster Relief Sculpture Tour Eau Claire Endowment FundThomas & Joyce Bruckner Fund

Designated Scholarship FundsDesignated scholarship funds are named to recognize individuals, families, businesses, and other organizations. These designated scholarships assist schools to provide opportunities for students in their academic pursuits.

Arnold & Marie Maliszewski Memorial Scholarship Fund This fund awards an annual scholarship to a graduating Independence Public School senior who plans to pursue a career in agriculture.

Clarence & Isabel Berger Family Scholarship FundDraper Hills Scholarship FundElk Mound High School Alumni Scholarship FundIndependence Public School Memorial Scholarship Fund This fund supports the post-secondary educations of Independence Public School graduates.

Laura Graul Memorial Scholarship This fund offers three scholarships annually to Independence Public School graduates, one each in performing arts, athletics, and agriculture.

Marge & Jesse Edmundson Memorial Scholarship FundThis fund supports the education of an Independence Public School student who is pursuing a four year Bachelor’s Degree in any Liberal Arts or service related field.

Max Manuel Isaacs & Hannah Bernhardt Isaacs Memorial Scholarship FundThis fund awards three scholarships annually to graduating Independence Public School seniors based on scholastic ability, financial need, and letters of recommendation.

Memorial High School Class Of ‘60 Scholarship Fund

Donor Advised FundsDonor Advised Funds allow donors to actively participate in the allocation of their money by making grant recommendations to the ECCF Board of Trustees and encourages family philanthropy.

Carlson Family FundCharles & Joanne Graaskamp Family FundChristopher J. Hasenberg Family FundThis fund supports nonprofit organizations in the Eau Claire area.

Community Parks Association FundThis fund supports the improvement and development of Eau Claire area public parks as well as community recreational facilities and activities.

Dan & Debbie Market Family FundDavid B. & Dorothy H. Owen Family FundDavid T. Bodeau & Family FundDick & Marlene Cable Family FundFrederikson Family FundGrewe Family Fund Janet Barland FundJeffrey & Karen Jones Family FundThis fund will support baseball programs in the Eau Claire area; the Confluence Project; general programs for the Arts; and grants that support humanitarianism.

John & Betsy Kell Family FundJohn Matthew Fesenmaier Children’s FundJon N. & Maureen S. Homstad Family FundKatharine’s Wish/Rhoten Family FundKiwanis Club of Eau Claire Endowment FundThe mission of this fund is to support projects and services that have a positive, direct, and lasting impact on the children of the Eau Claire Community.

Koehn Family EndowmentThis fund encourages generational family philanthropy.

Krause Family - Tech Fund Kristo Family FundLarson Family FundMattoon Family FundMike Siker Donor-Advised FundMy Dad - Milton & My Mom - Elnora Siker FundMike Siker established this fund in memory of his parents and will make grants to places and areas of interest that were important to them.

Mayer Family FundNorm & Mary Ellen Keller FundO’Halloran Family FundPat & Sue Quinn Recreational Fund

FUNDS AT THE FOUNDATION

2014 ANNUAL REPORT

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11FUNDS AT THE FOUNDATION

2014 ANNUAL REPORT

Phillip & Barbara Fey Family FundThis fund addresses the community’s most pressing needs.

Public Gardens FundRobert R. Southard Memorial FundScobie Family FundSteve & Kristine Bien Family FundTerry & Flo Sheridan Family FundThomas & Jill Barland FundWomen’s Giving Circle Endowment FundYoung Family Fund

Field Of Interest FundsField of Interest Funds allow donors to prioritize a general area of interest, such as art, education, the environment, recreation, or social services. The ECCF Board of Trustees then uses its expertise to determine the most effective use of the fund.

Access Eau Claire FundAubre’s FundChildren’s Legacy Endowment FundDaniel & Mary Ann Ogan Educational FundEdna Hood Memorial FundThis fund supports music and literacy in the Chippewa Valley.

Jim & Kathy Pinter Mental Health FundJohn & Jane Lokken FundJunior League of Eau Claire Endowment FundMayo Health System Children’s Health Fund Michael Lund Memorial FundNellie & John I. Kaiser Memorial FundSiker Education FundSS Safari All-Star FundStromwall Family FundThis fund supports students in financial need who may not otherwise be able to pay for their first year of secondary education.

Victoria E. Finstad Fund

Municipal FundsEau Claire Police Dept. Special Units Fund (K9)Eau Claire Public Spirit FundCV Regional Computer Forensic Laboratory Fund

Operations FundGifts to this fund ensure the continuation of the Eau Claire Community Foundation’s work in supporting its philanthropic goals.

Society of Founders Fund for OperationsThis fund supports the operation of the ECCF and addresses the greatest needs in the community.

Pass-Through FundsPass-Through Funds are established for specific, generally short-term purposes that benefit the community or a particular nonprofit agency.

Alliance for Substance Abuse Prevention Pass-Through Fund

Buzz & Mary Ann Minton Pass-Through FundThis fund supported the Pinehurst Project.

Clear Vision Eau Claire FundConfluence Building Fund of Eau Claire Confluence, Inc. The Confluence Project is a collaborative effort to create the Confluence Arts Center in downtown Eau Claire. Donations to this fund support its construction.

Flying Eagles Ski Club Hill Improvement FundJeffers Park Development FundThis fund’s mission is to construct Jeffers Park, located on Eau Claire’s northwest side, which will feature a five field baseball and softball complex and include other park amenities.

Mount Simon Park/Babe Ruth Baseball ProjectThe purpose of this fund is to provide a new facility that will offer quality experiences and opportunities for youth baseball players in the Chippewa Valley.

Pinehurst ProjectSculpture Tour Eau Claire Operations Fund

Supporting OrganizationEau Claire Public School Foundation

Unrestricted FundsUnrestricted Funds give the ECCF the flexibility to address ever-changing community needs.

AnonymousB.J. & Bea Farmer Family FundCharter Bank Eau Claire FundCommunity FundDaniel F. & Margaret J. Brown Memorial FundDean & Susan Olson Family FundGiving TraditionsGoff Family FundThis fund helps address the community’s most pressing needs.

Jack & Lois Postlewaite Family FundJames H. Cupery FundLois & Arnold Domer FundPaul & Cheri Weinke Family FundPhillip & Barbara Fey FundPreston & Mary Kay Bissell FundRCU FundRichard T. Gannon FundSusan & Roger Tietz FundT. Gordon & Gladys P. Keith Fund

NEW Funds of 2014

New Funds • New Funds • New Fu

nds

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2014 FUNDS BY TYPE

AcornAgency EndowmentDesignated NamedDesignated ScholarshipDonor Advised Field of Interest Pass-Through Unrestricted

$193,717$1,629,420

$795,865$426,791

$4,627,487$310,618$398,149

$3,341,291

TOTAL $11,723,338

$11.7M

26 NEW FUNDS in 2014

AcornAgency EndowmentDesignated NamedDesignated ScholarshipDonor Advised Field of Interest Pass-Through Unrestricted

32,040737,480

0191,006513,731113,058221,281

66,733

TOTAL GIFTSto new funds

$1,875,329

$1.9M

2%

2%

39%

10%

39%

7%

4%

14%

4%

3%

3%

12%

6%

28%

27%

Page 12: ECCF 2014 AnnRpt

12

Give Back for ImpactHow a Charitable Fund WorksThe Eau Claire Community Foundation holds more than 140 funds ranging in size from $10,000 to more than $1 million. Each fund is as unique as the donor who creates it. When an individual, family or organization creates a fund, they give it a name and choose its purpose. The Foundation invests these funds in one of our three investment pools. Annually, a portion of each fund is used for making grants according to the wishes of the donor.

Acorn Funds are seed funds that build in size until they can begin distributing grants to the community. Donors can invest as little as $500 up front and build the fund with tax deductible donations

for approximately 5 years. Once the Acorn Fund has gathered enough funds to begin granting, we say it is “fully funded”, though that does not mean the fund cannot accept any more donations. Many funds which were once Acorn funds have joined the wide variety of family funds we have at the Foundation. If you prefer not to create a fund, we welcome donations to our Community Fund, which serves the greatest needs of the Community, and to our Operations fund, which helps support the operations of the Foundation. Foundation FeesECCF administration fees are based on the services offered for each type of fund. These fees, used exclusively to support the ECCF mission, are your investment in promoting charitable giving, connecting donors with causes they care about, and addressing important community issues. For more information regarding fee structure, please contact the Foundation.

Giving is EasyChoosing Your Own Giving Plan by Creating a Fund

*Newly established Acorn Funds have 5 years to become fully funded and begin the granting process. All grants are subject to final approval by the ECCF Board of Trustees.

GIVE BACK FOR IMPACT

2014 ANNUAL REPORT

Type of Fund Amount Needed For Funding Reason For Starting Areas Of Interest And Support

Unrestricted

$500 to establish*

A minimum of $10,000 is required to begin grant-making.

Donor wants the fund to have flexibility to meet the ever changing needs of tax exempt organizations in the greater Eau Claire area. Any area of interest.

Field of Interest

$500 to establish*

A minimum of $10,000 is required to begin grant-making.

Donor wants to perpetually support a cause rather than a specific organization (i.e. animals, literacy, or the arts).

Donor states an area of interest and type of support.

Designated

$500 to establish*

A minimum of $10,000 is required to begin grant-making.

Donor chooses one or more specific tax exempt organizations to receive ongoing support.

Donor names agency and type of support; Foundation staff monitors for compliance.

Donor Advised or Corporate Donor Advised

$1,500 to establish*

A minimum of $25,000 is required to begin grant-making.

Donor wants to give with the greatest efficiency and convenience.

Donor recommends grants for charitable organizations or projects.

Pass-Through

$500 to establish*

Fully funded at $10,000.

*Some restrictions apply.

Agency or donor wants to raise funds for a specific purpose (usually short-term).

The fund will support a specific cause or need in the community.

Each fund is as unique as the donor who creates it.

Page 13: ECCF 2014 AnnRpt

13

InitiativesJeffers Park Development Project

2014 ANNUAL REPORT

INITIATIVES

Alliance for Substance Abuse PreventionThrough programs implemented by a network of over 100 volunteers, this initiative uses innovative strategies to reduce youth alcohol use in the community.

Chippewa Valley Regional Computer Forensic LaboratoryThe two main goals of this innovative partnership between area Police and Sheriff Departments are to locate and preserve digital evidence from computers and electronic devices and to locate, identify, and arrest online child sex predators.

Clear VisionThis organization’s mission is “to engage our community for the common good,” and its purpose is “to convene, nurture, and support diverse groups of community members for civic work that addresses the needs identified in the Clear Vision Eau Claire plan.”

Eau Claire Police Department Special Units FundSince the inception of the K-9 Unit in 1990, the use of a dog has been an important asset to the Eau Claire Police Department. K-9 dogs assist officers with dangerous tasks and participate in community outreach programs.

Flying Eagles Ski Club Hill Improvement FundThe Flying Eagles Ski Club promotes ski jumping, downhill skiing, and cross-country skiing in Eau Claire. This initiative allows the Club to add improvements to the ski jumping area.

Pinehurst ProjectThis project entails the expansion and rebuilding of the ski hill at Pinehurst Park, on the north side of Eau Claire. Its goal is to promote healthy lifestyle choices through outdoor recreational activity.

Public Spirit FundThe mission of the Eau Claire Public Spirit Fund is to encourage the expression of a community spirit through monetary donations to projects that benefit people in the community.

Sculpture Tour Eau ClaireCreated in 2011, this is an annual exhibit of sculptures located in downtown Eau Claire and on the Mayo Health System Eau Claire campus. ECCF holds an Operations and Endowment fund for Sculpture Tour Eau Claire, Inc.

Other Initiatives at the Foundation

Left to Right: Jodi Thesing-Ritter, Phil Fieber, Steve Nick, Emilio Rinaldi, Jim Ganther, Jennifer Reit, Larry

Reit, Steve Kristo, Dick Larson, Tim Olson, Rick Souba

Two local sports leagues and a citizen group are collaborating to give Eau Claire residents a new place to hear that familiar cry: “Play ball!”

The Jeffers Park Development Project is a partnership between Eau Claire National Little League and Eau Claire Fastpitch. In conjunction with the City of Eau Claire Parks and Recreation Department, their mission is to construct Jeffers Park. Located on Eau Claire’s northwest side, Jeffers Park will feature a five field baseball and softball complex, which will offer the first joint boy and girl playing fields in the city and expand playing opportunities for local girls. It will also provide the Jeffers Park neighborhood with much-needed access to a community park, offering a variety of outdoor recreational opportunities and amenities, including a pavilion and hiking trails.

Several area businesses are helping with the Jeffers Park Development Project. Ayres Associates drew the park’s site plan, Johnson Litho is printing project materials, and construction of the park pavilion will be led by Royal Construction and other volunteer contractors through the Chippewa Valley Homebuilders Association. Excited community members have started the Jeffers Park Development Fund at the Eau Claire Community Foundation to collect funding and make this project a reality.

... a place to hear that familiar cry: “Play ball!”

Page 14: ECCF 2014 AnnRpt

The Eau Claire Regional Arts Center, operated by the Eau Claire Regional Arts Council, Inc., is the Chippewa Valley’s center for arts and entertainment. It provides many forms of arts outreach and serves as a community resource. As such, ECRAC was pleased to accept a $1000 grant to support its ARTmobile program. ECRAC used the grant money to purchase art supplies such as paint, brushes, and storage bins for art supplies.

The ARTmobile connects area children with the visual arts and provides fun, relevant, and educational art projects. It stimulates children’s imaginations by providing a diverse array of art mediums and giving them a wide variety of choices for their creations.

The ARTmobile reached hundreds of children in the summer of 2014 through sessions in Phoenix Park, at the Farmer’s Market, and at Volume One’s Sounds Like Summer Concerts. The ARTmobile also offers winter sessions at the L.E. Phillips Memorial Public Library and Oakwood Mall.

Creating stimulating projects such as sun catchers, Picasso inspired paintings, and Van Gogh themed sunflowers has taught area children and their families the power of paint to transform ordinary objects into beautiful works of art. Children involved in the ARTmobile have come back numerous times to complete a variety of projects. Their enthusiasm speaks to the power of the arts to give children a sense of accomplishment and pride in their own creativity.

The generosity of ECCF donors will help ensure that the ARTmobile continues to inspire children far into the future.

14

2014 Create Culture Grants

Summer ARTmobileEau Claire Regional Arts Center Program

Grants in the Create Culture category support programs and organizations that enhance the quality of life in our community through music, visual arts, performing arts, and/or museums.

GRANTS

2014 ANNUAL REPORT

Create Culture

Boys and Girls Club of the Greater Chippewa Valley Fine Arts ProgramCable Natural History Museum “A Moment of Awe” campaign UnrestrictedChippewa Valley Community Television Niagara Encoder

Chippewa Valley Museum Lighting Improvement Security system Unrestricted Chippewa Valley Theatre Guild Air/Heating/Cooling SystemConfluence Building Fund Unrestricted Eau Claire Children’s Theatre Computer Networked Server

Eau Claire Regional Arts Council Eight workstation computers ARTmobile Summer ProgramL.E. Phillips Memorial Public Library Circle of Friends SculpturePaul Bunyan Logging Camp of Eau Claire Two flat screen televisions Theater Room renovationPhipps Center for the Arts Unrestricted

Sculpture Tour Eau Claire Web site re-design Explore Sculpture Circle of Friends SculptureUW-Eau Claire Foundation Confluence ProjectWaldemar Ager Association, Inc. Ager House donation

$38,421

Page 15: ECCF 2014 AnnRpt

15

Thanks to support from the Eau Claire Community Foundation, staff at the YMCA’s Camp Manitou had the equipment necessary to operate two simultaneous groups for their wilderness trips. This gave them the flexibility to try new programs, including a 3-day introductory canoe trip for youth entering 6th and 7th grade.

The 11- and 12-year old campers who came on the introductory girls’ canoe trip were new to Camp Manitou and canoeing, so leaders taught them important skills before the start of their adventure on the river. The girls were a bit hesitant at first, unsure about what to expect. However, after three days of canoeing and camping in tents along the shore, they returned to Camp Manitou enthusiastic. Erika, one of their leaders, noted, “You could tell in those three days just how much they learned and how confident they’d become.”

The girls spent the following week in the main camp. They talked about how proud they were and spent the week telling all of the new friends they were meeting how special the trip was. Excited by the girls’ enthusiasm, Camp Manitou staff members hope to keep growing this program; they find that there are few ways for young people to develop self-confidence and new skills as effectively as spending time unplugged and in the woods.

Camp Manitou is grateful to the Eau Claire Community Foundation for its support of the canoeing program.

Camp Manitou Canoeing ProgramYMCA

Grants in the Give Green category support programs that engage children and adults in activities that improve environmental quality and/or provide fitness, health, and wellness opportunities. Also included in this category is support for animals and wildlife.

2014 Give Green Grants

GRANTS

2014 ANNUAL REPORT

Give Green

Bayfield Area Recreation Center Unrestricted Big Brothers Big Sisters of Northwestern Wisconsin Mentors in Motion Bob’s House for Dogs Unrestricted

Eau Claire County Parks and Forest Department Eagle Scout Project: Replace PAR Lowes Creek ParkFrankie’s Friends Donation to Minnesota chapterFriends of Beaver Creek Reserve Trail restoration and improvements Unrestricted

Friends of the Chippewa River State Trail Unrestricted Hope Gospel Mission Donation truckJeffers Park Development Project Picnic table Unrestricted

Pinehurst Park 50 snow tubes and 1 lane marker Unrestricted West Wisconsin Land Trust UnrestrictedYMCA Eau Claire Camp Manitou septic system

$137,759

Page 16: ECCF 2014 AnnRpt

Founded in 1986, Literacy Volunteers Chippewa Valley (LVCV) provides flexible literacy programs to help adults and their families reach their educational, employment, and life goals. Last year, LVCV helped 542 students in core literacy programs in One-to-One Tutoring, Workplace Education, Corrections, GED, Citizenship and Family Literacy. 216 volunteers logged 9,542 hours of tutoring in 2013.

In 2014, LVCV was awarded an Eau Claire Community Foundation Grant for Top Tutor Training, which provides workshops and additional training opportunities for Literacy Volunteer tutors and staff. The grant helped finance a 2-day Learning to Achieve training workshop in November 2014. Learning to Achieve is based on the most recent Learning Disabilities (LD) research, and it helps tutors identify tools and techniques that effectively serve adults with LD. This training also addresses core concepts like self-advocacy and self-determination.

In addition, the grant will support a series of four half-day Student Achievement in Reading (STAR) trainings in February 2015. STAR is a comprehensive toolkit and training package built upon evidence-based reading instructional strategies. STAR helps adult educators improve reading outcomes among intermediate-level (4-8th grade) learners. STAR features assessments on each component of reading and provides explicit instruction that maximizes learners’ active engagement.

It is estimated that there are nearly 20,000 adults in our community living with low literacy, so many more tutors are needed. One of the goals of LVCV is to focus on recruitment and retention of volunteers.

16

Top Tutor TrainingLiteracy Volunteers Chippewa Valley

Grants in the Form Futures category fund programs that enhance learning opportunities for children and adults in the Eau Claire area. Form Futures grants may also provide community development opportunities.

GRANTS

2014 ANNUAL REPORT

2014 Form Futures Grants

Form Futures

Boy Scouts of America, Chippewa Valley Council Emmans Scholarship UnrestrictedBoys and Girls Clubs of the Greater Chippewa Valley Classroom construction materials Phone system cablingChippewa Valley Technical College ScholarshipChippewa Valley Youth Symphony Concert to honor area veteransDartmouth College Unrestricted Eau Claire Area School District Early Learning Program Benches for Putnam Heights School Unrestricted to Robbins Elementary School Scholarships for Memorial High School studentsEau Claire County UW Extension 4H After School Program Friends of the Fair

Elk Mound High School ScholarshipFamily Resource Center Caring Connections Bags ProgramFirst Lutheran Church Dale Rasmussen Fund for ChildrenFox Valley Technical College ScholarshipFriends of Memorial High School Memorial High School Band ProgramFriends of the L.E. Phillips Memorial Public Library Books for Babies Girl Scouts of the Northwestern Great Lakes STEM for Girls Reaching OutGirls on the Run Eau Claire County Race and promotional materials Low income tuition scholarshipsHope Gospel Mission Solomon Learning CenterKrause Family Tech Fund Unrestricted

Literacy Volunteers Chippewa Valley Top Tutor Training New color copier/printer Unrestricted Marquette University High School Unrestricted McDonell Area Catholic Schools Foundation Fund for Facilities MACS 2014-15 Annual FundMega Charities Foundation Donation to Boys and Girls ClubMt. Holyoke College Unrestricted Osceola High School Scholarship Fund ScholarshipsRegis Catholic School Foundation Master’s Degree ProgramRice Lake High School Scholarship Fund ScholarshipsRochester Community and Technical College ScholarshipSaint John’s University Scholarship

Special Olympics Area 3 Unrestricted The River of Life United Methodist Church 2015 Youth Mission TripUW-Eau Claire Foundation College of Business Employee Awards Wisconsin Academic Excellence Scholarship Wisconsin Youth Success ProgramUW-Madison ScholarshipUW-Stout ScholarshipWestern Technical College ScholarshipYMCA Eau Claire Healthy Eating and Physical Activity Standards for Child Development Center Financial Assistance Program (Strong Kids)

$124,379

Page 17: ECCF 2014 AnnRpt

17

“APPLE” stands for Aiding Problem Pregnancies with Love and Encouragement. Founded by Melinda Gardner in 1981, APPLE exists to help women and couples facing crisis pregnancies. Its goal is to be a support system to restore, equip, and empower women and men to make life-affirming choices.

Along with free services such as pregnancy tests, educational classes, and community referrals, APPLE offers an “Earn While You Learn” program. In this program, a client meets with a volunteer counselor for an hour-long session to go through curriculum covering topics such as healthy pregnancy, parenting skills, budgeting and finances, and more.

After each session, the client receives “APPLE Bucks,” which may be redeemed for items like diapers, formula, baby clothes, baby furniture, and other child care necessities. All items are donated or provided by grant money, such as the grant provided by the Eau Claire Community Foundation.

It’s not just the material aid that APPLE’s clients find valuable, but also the education. One client, who had a very difficult childhood, thanked a staff member and said that she didn’t think she would have been a very good mother if it weren’t for APPLE’s program.

These young women and men whom APPLE serves don’t just require financial help; they need the tools and the support system to break out of destructive cycles. At APPLE, young parents can find material, educational, and mentor support to help them make life-affirming choices for themselves and their children.

Earn While You LearnAPPLE Pregnancy Center

Grants in the Offer Opportunities category fund programs that provide children, adults, and families with basic needs such as food, shelter, clothing, health services, and disability assistance.

GRANTS

2014 ANNUAL REPORT

2014 Offer Opportunities Grants

Offer Opportunities

Advancing Hope Fund, Inc. Community Table Para-Transit OpportunitiesAmerican Red Cross, Western Wisconsin Chapter Unrestricted APPLE Pregnancy Center Earn While You LearnAugusta Area Foundation Unrestricted Bolton Refuge House, Inc. Individual Living Skills & Group Support Two-door refrigeratorCatholic Charities of the Diocese of La Crosse Sojourner HouseChippewa Valley Free Clinic Hypertension Screening & Medication Laptop Unrestricted Chippewa Valley Habitat for Humanity Capacity BuildingEau Claire Area Hmong Mutual Assistance Association Viv Ncaus Sewing Circle

Eau Claire Community Foundation Facilitator for strategic planning session Unrestricted Eau Claire County City County Health Department Safe Sleep ProgramEau Claire Interfaith Hospitality Network Bus tokens for Beacon House Networked copierEpilepsy Foundation of Western Wisconsin Unrestricted Feed My People Fruit for Kids Dock receiving door Unrestricted Flying Eagles Ski Club Fly With the Eagles ProgramFriends of Sacred Heart Hospital 125th Anniversary Progress FundImmanuel Lutheran Alumni Association Eau Claire Robotics ClubBooks, stuffed animals & toys for children: Boston Children’s Hospital Children’s Hospital Foundation Children’s Hospital of Colorado

Children’s Hospital of Illinois Foundation CHOC Children’s Foundation Cook Children’s Health Foundation Eastern Maine Medical Center Providence Alaska Foundation Seattle Children’s Hospital & Research Foundation St. Louis Children’s Hospital University Hospitals Rainbow Babies & Children’s Hospital University of Iowa FoundationL.E. Phillips Career Development Center Tools & handicapped-accessible work tablesL.E. Phillips Senior Center Unrestricted Lutheran Social Services Positive AvenuesOrlando Health Foundation Arnold Palmer Hospital Child Life ProgramSeton Williamson Foundation UnrestrictedSt. Jude Children’s Research Hospital Children’s books for free distribution

Stateline Community Foundation Textbooks for students in needThe Community Table, Inc. New telephone system Unrestricted The Wellness Shack, Inc. Anxiety & Depression Group Unrestricted Trinity Lutheran Church Unrestricted United Cerebral Palsy of West Central Wisconsin Project- Building “R” Inclusive CommunitiesUnited Way of the Chippewa Valley Leadership CircleWestern Dairyland Economic Opportunity Council ScaffoldingWisconsin Badger Camp Accessible Shower Chairs Campership ProgramYMCA Eau Claire Unrestricted Young Life of the Chippewa Valley Camp scholarships

$107,783

Page 18: ECCF 2014 AnnRpt

18

Founding MembersCarla Ahneman ◊Carol AndersonJudy Anderson ◊Barbara ArnoldSara BaerAnnie Bailey ◊Louise BarfknechtBetsy Barnes ◊Carol Bartingale ◊Margaret BecherKathryn Bergman ◊Linda Bohacek ◊Barbara Brenden ◊Julia BrowneSusan Bruce ◊Marjorie Bunce ◊Marlene Cable *Tammy CableGail Carlson ◊Carolyn Carlson ◊Wilma ClarkSonya ClumpnerSusan Edstrom ◊Bea FarmerJill Hecker FernandesJennifer Fesenmaier ◊Barbara Fey ◊Heidi FisherCarol Gabler ◊Donna Gilbertson ◊Gretchen GlasshofDebbie Gonzaga Tess Goodwin ◊Joanne Graaskamp ◊Annie Grewe ◊Sadie GundersonNicolette Hanna ◊Maria HenlyLorraine Henning ◊Beth Hicks ◊Pamela HicksMaureen Homstad ◊Edna Hood *Bernadette HullAlice Katz ◊Betsy Kell ◊Mary Ellen Keller ◊Kerry Kincaid Marianne Klinkhammer ◊Lois Krause ◊Junior League of Eau ClaireMarcia LarsonRenee Larson ◊Nicole Lasker ◊Judy Layde ◊Debi Levin-StankevichVicki Lord Larson ◊Connie LotzSherry Macaul ◊Donella MagadancePatricia Markin ◊Constance Matson ◊Anna Mayer ◊

Patricia McHughLa Verne Miller ◊Mary Ann MintonKathleen Morin ◊Erika MungerHelen Nordstrom ◊Kelly NordstromSue Nyberg ◊Mary Ann Ogan ◊Jane O’MearaJanet OwenVicky PetermannKathy Pinter ◊Susan PittmanShannon PlankLois Postlewaite ◊Jessica Schreiner-Donnelly ◊Randi Scobie ◊Susan SeningenCatherine SinkewiczBeth SpeckienZita StoughCathy Sultan ◊Susan Tietz ◊Janet Tolander Karen Tomesh ◊Sonya TourvilleKerry ToutantMarcia Van Beek ◊Roberta Vance ◊Kathryn Ver Hagen ◊Vonnie Wangen *Bette WahlRuth Wallace ◊Sally WebbCheri Weinke ◊Barbara WestrateBeverly Wickstrom ◊Olga Wise ◊Cleo Young

Active MembersPetey AhnemanSara AntonsonSchotzie ArmstrongKristina AschenbrennerCarol BartingaleKathy BartlJacqueline BelkaKatie BornickSusan BornickRosemary BoundsKatrinka BourneLeann BreedPenny Britton KolloffJoan BrownMary BruceLinda CaillierJeanne Chilson-SzepieniecPatricia CiganNancy CoffeyLaura CohenMary DaleCarol Doyle

Janis DvoracekJane EdsonKaren EisenbarthKelly EndresMary EricksonJan EtnierDonna FaanesPhyllis FabinyElizabeth FalknerMonika FiedlerJoann ForsterPenny FranceJanet FraseShelley FredsonDonna FriedeckHeather GarberGloria GoldRhonda GossPenny GrahamElizabeth GrayHeather Halama-VavraDenise Hanson-PabichJanice HappeMary Ann HardebeckHolly HartStephanie HarveyChristopher HasenbergMandy HeardJacqueline HelgesonLisa HerbAnn HeywoodLaurie HittmanJacqueline HoeftKaren HommeCarol HublerDianne HughesKarolyn K. HulkeEileen ImmermanMarlene JannuschCarolyn JohnsonKaren JonesAnn KaiserMary Beth Kelley-LoweAnn KleinLaurie KlinkhammerPenny KollofKathleen KovellSue KristoJulia KyleJudith LaFaveAnn LamoureuxPatricia LangeKatherine LaskerBobbie LenzCaryn LinnJane LintonLuann LivingstonNanette LundeMaureen MackMelania MadisCaroline MajakDeborah MarshallJennifer McDonoughSue McIntyre

Susan McLeodLynn McNishKeena MohrEmily MooreJoy MottoJanet NelsonJane OlsenKaren OverhuslerDebbie PetersonJeanne PetersonSusan PetersonCarolyn PritchettJan ProctorKathryn Proctor DuaxJudy ProettDonna RaleighJackie RasmussenSonja RathbunJayne ReckKatherine RhoadesNatalia RipeckyjMickey RizziSarah RobertsonSusan RoweSusan RusboldtConstance RussellMary Ryan-MillerKristen SandagerDr. Katherine SchneiderFlo SheridanJulie SirianniJoann SmithMargaret SoderbergDorothy SorlieSandi StantonMissy StepanekSarah Stokes HerzogLaura TalleySusan TienorMaryJo Van GompelSue WaitsLinda Elaine WendtRebecca White BodyRose WiechmannBarbara Wimunc-PearsonMillie WintersBecky WoodJudy WoodBlenda YunKaren ZachoMarilyn Zmuda

Lifetime MembersKathy BartlBarbara Fey ◊Maureen Homstad ◊Mary Ellen Keller ◊Katherine LaskerLois Postlewaite ◊Flo Sheridan

◊ active founding member* denotes deceased

The Women’s Giving Circle, a Fund of the Eau Claire Community Foundation, was created by a diverse and generous group of Eau Claire area women engaged in an exciting venture of strategic philanthropy. It leverages the resources of individuals for greater impact by pooling members’ dollars and using the money to award grants to local nonprofit organizations that support women and children. Since its inception in 2006, the Women’s Giving Circle has awarded more than $121,000 in grants.

WOMEN’S GIVING CIRCLE

2014 ANNUAL REPORT

Women’s Giving Circle

2015 Circle LeadershipLinda BohacekCircle Advisory Team Chair

Susan McIntyre Circle Advisory Team Co-Chair

Marianne KlinkhammerCircle Advisory Team Past Chair

Karen EisenbarthCircle Advisory Team Secretary

Petey AhnemanEducation and Program Team Chair

Sue TienorEducation and Program Team Co-Chair

Mary Ann Ogan Grants Team Chair

Bobbie LenzGrants Team Co-Chair

Penny GrahamMembership Outreach Team Chair

Jan Happe Membership Outreach Team Co-Chair

Ruth Wallace2007

Betsy Barnes2009 & 2010

Jackie Belka2012

Marianne Klinkhammer2014

Pamela Macal2008

Flo Sheridan2011

Karen Homme2013

Past Chairs

Page 19: ECCF 2014 AnnRpt

19

Eau Claire Area Hmong Mutual Assistance AssociationViv Ncaus Sewing Circle (Hmong Women Support Group): $2,000The Viv Ncaus Sewing Circle is for Hmong women who are survivors of domestic abuse. Members work on a fabric art project while discussing the women’s life experiences. In the process, they give and receive emotional and practical support as they preserve Hmong culture by creating traditional clothing and crafts.

Eau Claire City-County Health Department’s Safe Sleep Task ForceSafe Sleep Program: $5,000The Safe Sleep Task Force provides a tool-kit that offers a consistent, accurate message about the importance of safe sleep for infants. It also provides 50 families in need with a free Pack N Play and sleep sack.

Eau Claire YMCAHealthy Eating and Physical Activity Standards for Child Development Center: $4,000The YMCA is adopting a set of Healthy Eating and Physical Activity standards for its Child Development Center. These standards improve children’s health by encouraging healthy eating and exercise as well as by improving the nutritional value of the CDC’s meals and snacks.

Flying Eagles Ski Jump ClubFly With the Eagles: $5,000Fly With the Eagles helps combat youth obesity by encouraging children to participate in the Flying Eagles Ski Jump Club regardless of their ability or financial need. It provides educational presentations and scholarships that enable children from low-income families to participate in this healthy, collaborative athletic experience.

Friends of the L.E. Phillips Memorial Public LibraryBooks for Babies: $5,000Books for Babies is a literacy program to acquaint parents of newborns with the important role that books play in the development of children. While still in the hospital, parents receive a kit that presents information about the importance of reading to babies as well as resources to help them do so.

Girl Scouts of the Northwestern Great LakesSTEM for Girls: $5,000STEM (science, technology, engineering, and math) for Girls provides an ongoing program for the girls in Eau Claire County. It introduces them to a variety of STEM careers through engaging activities, and it encourages them to pursue STEM academically and as a career.

Boots for Special Souls - $4,000 Boots for Special Souls is an expansion of an existing program, Soles for Special Souls, run by Trinity Lutheran Church’s food pantry. In 2014, it provided 199 disadvantaged children with vouchers for winter boots. Trinity then paid the purchase price, less a generous discount provided by Kmart.

According to Pastor Jim Page, “The parents receiving boot vouchers showed sincere gratitude. Heartfelt ‘thank you’ expressions were abundant, and happy tears were not uncommon. The children were especially happy to hear that they could pick out any pair of boots they wanted.”

Thanks to the hard work of Trinity Lutheran Church’s volunteers, the generosity of Kmart’s discounts, and the support from Women’s Giving Circle grant dollars, many children in Eau Claire were a little warmer in 2014.

WOMEN’S GIVING CIRCLE

2014 ANNUAL REPORT

Women’s Giving Circle Grants Approved for the 2015 Cycle

2014 Women’s Giving Circle Grant SpotlightTrinity Lutheran Church

Above: A boy and a girl excited about their new boots.

Above: A little girl presenting her new

boots to the camera.

Page 20: ECCF 2014 AnnRpt

20

Children’s Legacy Luncheon

CHILDREN’S LEGACY LUNCHEON

2014 ANNUAL REPORT

The Children’s Legacy Luncheon is an annual event which honors individuals who have made a positive and long-lasting contribution to the lives of children in the Chippewa Valley through innovative work, leadership, or philanthropy. These honorees are people who exemplify selfless service for local children and families; in recognition of their contributions, they receive the “Outstanding Achievement Award” at the Children’s Legacy Luncheon. The 2014 honorees were Colleen Bates, Chris Hambuch-Boyle, Vicki Hoehn, Christopher Stratton, and Lisa Walter.

The honorees are invited to recommend a $500 grant from the Eau Claire Community Foundation to a non-profit of their choice. In 2014, the recommended grantees were Big Brothers Big Sisters of Northwest Wisconsin, Eau Claire Robotics, the Eau Claire School District’s Early Learning Program, the 4H After School Program and Friends of the Fair, and Special Olympics Wisconsin Region 3.

The Luncheon also raises money for the Children’s Legacy Endowment Fund at the Eau Claire Community Foundation. The fund supports programs that serve children. The 2014 grant recipients from the Endowment Fund were the Eau Claire Regional Arts Center for its Summer ARTmobile program and the Chippewa Valley Youth Symphony for its concert to honor area veterans.

SilverGreen-Door Graphics Hanna Family Northwestern Bank Orgel Wealth Management Royal Construction, Inc. Student Transit - Eau Claire, Inc Wegner CPA’s Weld Riley Prenn & Ricci Wipfli, LLP

Table SponsorsAssociated BankBates Orthodontics Big Brothers Big Sisters of Northwestern, WI Catholic Charities

Mary Rufledt, Century 21 Metro Realty Charter Bank Festival FoodsKristo Orthodontic SpecialistsMarket & Johnson McDonough Manufacturing UW-EC Foundation UW Stout WEAU 13WESTconsin Credit Union WI Division for Early Childhood Xcel Energy

2014 LeadershipChairpersonsRobert Carr Penny Crochiere Nikki Hanna Carol Morin Minette Ponick Hannah Walsh

VolunteersSchotize Armstrong Sara Antonson Sue Bornick Nancee Burbank Carol Gabler Donna Gilbertson Pat LuCore

Betsy McDougall-Gibbs Kelly Nordstrom Sharon Peterson Andrea Sullivan Serena Wagner Rebecca White Body Rose Wiechmann Jill Williams

Selection CommitteeRobert Carr, ChairPenny Crocheire, Co-ChairSara AntonsonBrook BergBecky SeelenAndrea Sullivan

Left to Right: 2014 Children’s Legacy Luncheon Honorees: Colleen Bates, Vicki Hoehn, Lisa Walter, Christopher Stratton, Chris Hambuch-Boyle

DiamondSacred Heart Hospital

BMO Harris Bank

GoldAvalon Floral

Leader-Telegram Marshfield Clinic

Mayo Clinic Health System RCU

2014 Sponsors & Volunteers

The Children’s Legacy Fund offers an opportunity for donors to make profound and lasting contributions to the health

and welfare of children.

Diamond & Gold Sponsors

Page 21: ECCF 2014 AnnRpt

21EAU CLAIRE PUBLIC SCHOOLS FOUNDATION (ECPSF)

2014 ANNUAL REPORT

Dear Friends of Education,

We are proud to be a supporting organization of the Eau Claire Community Foundation with a dedicated focus on securing support for our great public educational system. As an independent non-profit, dedicated to promoting learning opportunities for students in the Eau Claire Public Schools, our mission is threefold: foster a supportive relationship with the school district, its alumni, and the community; secure private funds to provide value-added learning opportunities; and award grants for innovative value-added projects, programs, and greatest needs.

Thanks to the generous support of individuals, businesses, the High School Booster Clubs, and other friends of education, ECPSF funds (including the District Wide Greatest Needs Fund for Today, District Wide Endowed Fund for the Future, family endowed funds and pass through funds) received over $244,000 in gifts this calendar year. Grants of over $91,000 supported a broad range of value-added Eau Claire School District projects, programs and greatest needs, from supplies and materials for homeless students to field trips, special school projects, and postsecondary scholarships for deserving students in a variety of areas.

Several new endowed funds were established this year to honor and remember loved ones, and two schools (McKinley Charter School and DeLong Middle School) set up the first fully endowed school funds. Alumni from the classes of 1958, 1959, and 1964 celebrated their reunions with gifts to support a range of projects. Pass through funds supported NHS/MHS Senior All Night Parties, music education, and the NHS Dugouts.

Thank you to all who made these great things possible.

Sincerely,

Mary Beth Kelley-LoweECPSF Executive Director

For more information about the Eau Claire Public Schools Foundation or to make a donation, we invite you to visit its website at www.ecpsfound.org.

For additional information, contact:Mary Beth [email protected] (phone)715-852-3019 (fax)

Eau Claire Public Schools FoundationA Supporting Organization

Eau Claire Public Schools Foundation500 Main St., PO Box 511Eau Claire, WI 54701-3770

OR

Page 22: ECCF 2014 AnnRpt

22

Eau Claire Public Schools Foundation

Endowed Funds for the Future

Founding Partners for Education

EAU CLAIRE PUBLIC SCHOOLS FOUNDATION (ECPSF)

2014 ANNUAL REPORT

All Elementary Schools Body Microphones for Music Classes 5th Grade Track MeetFlynn Elementary Peace Project Sharing Peace Across the World Various Greatest Needs Locust Lane Elementary Govin’s Meats & Berries Field Trip Kinesthetic Math - Bead RacksLongfellow Elementary 3rd Grade Arts Field Trip 4th Grade Laurie’s Greenhouse Field Trip 5th Grade Science Field Trip Magic Carpets for Kindergarten Various Greatest Needs

Manz Elementary Sound Partners Program McKinley Charter School Bridge to College - CNA ProgramMeadowview Elementary School Books for Language Learners Memorial High School All Night Graduation Party Assessment in Physical Education Career in the Arts: Your Journey Lunch and Learn Program Montessori Charter School Various Greatest Needs North High School All Night Graduation Party NHS Dugout Project

Performing Arts - 2014 Musical Science Experiences for Adaptive ClassroomNorthstar Middle School Bullying Awareness Speaker Putnam Heights Elementary Sharing Literacy - Early Childhood Program South Middle School Corrugated Creations Hmong Heritage MonthUniversity of Chicago Scholarship MHS - Elizabeth ElingboeUW-Eau Claire Scholarships NHS - Alexandra Abrahamson MHS - Allison Everhart

NHS - Kayli Lynn Ennen NHS - Toun Tou Chong Thao MHS - Chee Cia Her NHS - Parker ReedUW-Madison Scholarship MHS - Peter MorkenSt John’s University Scholarship MHS - Tristen Diehl

DeLong Middle School Endowment FundECPSF Endowed Fund for the Future Eric Mosel Scholarship FundMarket Family Education FundMcKinley Charter School Post-Secondary Success FundMemorial Class of 58 Endowment Fund

Memorial High Endowment FundNorth High School Endowment FundRoss Proctor Music Scholarship Fund Ruth Girnau Scholarship FundTerry and Flo Sheridan Education Fund

Anonymous (2) Dean J. Arnold Louis G. Arnold David & Gail Barnes William & Beth Blackburn Steven R. Brimmer Greg Caucutt & Amy Carr Caucutt Patti Cigan Trish Cummins & John Plewa Kathryn Proctor Duax and David L. F. DuaxKen & Lori Faanes Mark & Donna Faanes Jim & Lynn Fering Thomas & Monika Fiedler

Mike Graf & Lisa Stelter Graf Charles & Becky Grossklaus Wayne & Carole Halberg Christine Hambuch-Boyle & Stephen Boyle Family Mary Ann & Herb Hardebeck Slavko & Elizabeth Ivankovic Jerry & Jane Johnson Wendy Sue Johnson Jeff & Karen Jones Jack & Sally Kaiser Mary Beth Kelley-Lowe & Scott Lowe Harold ‘Diz’ Kronenberg Marv Lansing & Nancy Kraft Dan & Debbie Market

Jef & Eileen Munger Family David E. Richie Terry & Flo Sheridan Kirk & Wendy Strang Susan & Roger Tietz Skip & Jane Van Gorden Family & Friends of Michael J. Webb Ben & Lori Whitis Becky & Dave Wood Dr. Blenda Yun & Lane Biggs

American Phoenix, Inc. Eau Claire North High School Athletic Booster ClubEau Claire Seymour Lions Club

First Choice Occupational Medicine and Disability, & Hebl Family Ken Vance Motors, Inc. Lasker Jewelers, Lasker Family Macy’s Foundation Market & Johnson, Inc. Micon Cinemas, Mike & Connie Olson FamilyNorthwestern Bank ScheelsWipfli Xcel Energy

Funds for Today

ECPSF Fund for Today All Night Graduation Party Dream Act FundMath Circles FundNHS Dugout Project Fund

Praire Ridge Early Learning Greatest Needs Fund for TodayRockin the Rooftop Music Fund

The Funds For Today are used to meet current needs of students. Gifts to these fund can be directed by the donor to individual schools or programs. Gifts not directed by the donor will be pooled and used to address the Eau Claire School District’s greatest needs.

The Endowed Funds for the Future safeguard the principal of all the funds into perpetuity, while the earnings from the funds are available on an annual basis to support school programs and special projects as well as to assist students.

NEW Funds of 2014

Grants $91,665

The Eau Claire Public Schools Foundation wishes to thank the Founding Partners for Education who generously established a strong base of support through leadership gifts to the District Wide Fund for Today and the District Wide Endowed Fund for the Future.

Board of Trustees

Charles Grossklaus, ChairTom Fiedler, Vice ChairJef Munger, Secretary/Treasurer

Ned DonnellanKathryn Proctor DuaxKen FaanesJenny Postlewaite FesenmaierJames Hanke

Jeff JonesJack KaiserDan MarketFlo SheridanPeggy O’Halloran

David E. RichieSusan TietzSkip Van Gorden

Mary Ann Hardebeck, Ex Officio

NEW Funds of 2014

Page 23: ECCF 2014 AnnRpt

Thanks to gifts and in-kind donations, the North High School Baseball and Softball programs have dugouts to shelter them from heat, rain, and sun in their home fields during practice and games. The Dugout Project was a team effort made possible with major gifts from Mike and Connie Olson of Micon Cinema; the Eau Claire Seymour Lions Club; the Eau Claire North High School Boosters; Lisa Stelter Graf and Mike Graf; Mark and Donna Faanes; Jeff and Karen Jones; Diz Kronenberg; the Sonnentag Foundation; American Materials, Inc.; and many, many others.

23EAU CLAIRE PUBLIC SCHOOLS FOUNDATION (ECPSF)

2014 ANNUAL REPORT

Featured FundNorth High School Dugout Project

District Wide Endowed Fund for the Future Christine and Ray Kondrasuk In tribute to Terry Sheridan

District Wide Greatest Needs Fund for TodayDean J. Arnold In tribute to Doris Arnold Losby Miriam EastmanJohn and Carolyn Barstad In tribute to Faye Gabrielsen LokkenJohn A. Burmeister In tribute to the Great Memorial HS Teachers

Eau Claire Public Schools Foundation Operations Fund Barbara A. Tischer In tribute to Carolyn Bryce UW-EC Foundation In tribute to Sue Tietz

Manz Elementary Fund for TodayRobert and Mary Schoenknecht In tribute to Richard St. ArnauldCarolyn Bryce Myrtle Nimmerguth

Memorial High School Class of 58 Endowment Johanna Tronsdal Kaufman In tribute to Bette Harwell Tronsdal

Memorial High School Fund for TodayDorothy Sorlie and James Urness In tribute to Tom Atkinson

Montessori Charter School Fund for TodayNicole Lasker In tribute to Judi Dehan

North High School Fund for Today Christine Hambuch-Boyle and Stephen Boyle Family In tribute to Caitlyn Boyle Molly Boyle-Engedal

Roosevelt Elementary Fund for Today Gayle Kleppe and G. Beau Dean Wold In tribute to Terry Sheridan

Terry & Flo Sheridan Education FundKaren Sheridan In tribute to Terry Sheridan

Gifts Given in Tribute to and Memory of Others

In 2014, a student attended CVTC while enrolled at the McKinley Charter School through a $1,000 Bridge to College grant from ECPSF. The grant supported books and tuition for this student to attend the CVTC’s CNA Program as she finished her senior year of high school.

The McKinley Charter School Board of Directors established the Success Fund to ensure that promising McKinley students might receive grant scholarships that promote post-secondary success. Their hope is that the endowed fund will attract donations from others who wish to support at-risk students in reaching their academic goals. The grant money will enhance students’ educational futures by allowing them to enroll in post-secondary coursework or participate in additional courses and training while still in high school.

Linda Johnson, the Adaptive Music teacher for North, Memorial, and Delong Middle School, submitted a grant proposal to the Eau Claire Public Schools Foundation this fall. Her goal was to acquire enough Tabano Drums for her students at all three schools. She also requested funds for transportation to take her students ‘on tour’ this spring. Thanks to her successful grant request, her Special Angels Group will be able to present a concert at DeLong Middle School.

McKinley Charter School Grant

Featured GrantsMusical Experience for Students with Adaptive Needs Grant

Page 24: ECCF 2014 AnnRpt

24

Eau Claire Public Schools Foundation

------------------- A -------------------

AFCME Local 560Carol and Tom AirdisAmerican Phoenix, Inc.James and Mary Lou AndersonLouis G. ArnoldDean J. ArnoldAspect Electrical Engineering & Service

------------------- B -------------------

B.P.O. Elks Lodge No. 402Baker Tilly Virchow KrauseBanbury Place, Inc.David and Gail BarnesJohn and Carolyn BarstadBauer BuiltBenevity Community Impact FundBiesterveld & Company, LLCWilliam and Beth BlackburnBremer BankDarryl and Kathleen Broten

------------------- C -------------------

Greg Caucutt and Amy Carr CaucuttCharter BankChippewa Valley Orthopedics & Sports Medicine Clinic, S.C.Chippewa Valley Sporting GoodsNannette ChristiansenClinicare Corp. E.C. AcademyCountry Inn & Suites - Eau Claire

------------------- D -------------------

Robert and Merrelyn DawsonMary DixonDunn County Education Fund Connie Johnson Fund

------------------- E -------------------

Eau Claire AnesthesiologistsEau Claire Area School DistrictEau Claire Association of EducatorsEau Claire Co-operative Oil CoEau Claire Masonic Lodge #112Eau Claire North High School Athletic Booster ClubEau Claire PeriodonticsEau Claire Post No 305 - VFWEau Claire Psychologists & Community ProgramEau Claire Seymour Lions ClubEau Claire Women’s CareRock and Sandy EidenEn Avant School of DanceEO Johnson Business TechnologiesDon and Jan Etnier

Harold ‘Diz’ KronenbergJulia Kyle

------------------- L -------------------

Mary LansingMarv Lansing and Nancy KraftNicole LaskerLasker JewelersAnthony LaundrieJohn and Judy LaydeTimothy and Tammy LeibhamLenmark-Gomsrud-Linn Funeral & Cremation ServicesSherry LickDave and Carol LindnerSteven LokenEric and Janet Luttrell

------------------- M -------------------

Macy’s FoundationDan and Debbie MarketSue MartensMartin DentalMay’s Floral Garden, Inc.William and Catherine McCannMcKinley Charter SchoolMenomonie Street DentalSteven MeyerMicon Cinemas, Mike and Connie Olson FamilyMicrosoft Matching Gifts ProgramGlen and Gloria MillerRich MorganMark and Winnie MorsePhil and Carol MoselJef and Eileen Munger

------------------- N -------------------

Patricia and Curt NeudeckerStephen and Sara NickNorthside Pet HospitalNorthwestern BankNorthwoods Sport and Hand, Inc.

------------------- O -------------------

Michael and Martha O’HalloranOld Abe Booster ClubRick and Carol OlsonOral and Maxillofacial Surgery Associates of Eau ClaireOrgel Wealth Management

------------------- P -------------------

John M. PakanSusan Partlow-OttumErik and Kim Hill PhelpsPlank Enterprises, IncMilo and Carolyn Pritchett

------------------- F -------------------

Ken and Lori FaanesGregory and Jacqueline FaanesMark and Donna FaanesJim and Lynn FeringJennifer and Joseph FesenmaierThomas and Monika FiedlerFirst Choice Occupational Medicine and DisabilityPenny and Bruce FranceFreund Law OfficeFriends of Sacred Heart HospitalFuller-Speckien-Hulke Funeral Home, LLC

------------------- G -------------------

Betty and Willis GertnerGlobe UniversityCharles and Becky Grossklaus

------------------- H -------------------

Wayne and Carole HalbergHallie Girls SoftballChristine Hambuch-Boyle and Stephen Boyle FamilyMichael and Kathryn HankardJeff and Deb HansenMary Ann and Herb HardebeckHarmon Concrete & Construction, Inc.Jon and Deborah HaydenJerome and Marlene HermannHesse Foot & Ankle Clinic SCBeth and Ed HicksKatherine HinnantTracy and David HirschJames G. and Laurie L. HittmanHuebsch

------------------- J -------------------

Nathaniel and Pansy JalilJB Fitness, LLC dba Momentum Cross Fit 715Claire and Marjorie JohnsonJ.M. and S.A. JohnsonRichard JohnsonJohnson, Nicoles, Kuhlman, Olson Ala Bingo Fund, Unit 53Jeff and Karen Jones

------------------- K -------------------

Jack and Sally KaiserAmy and Cam KalmonRobert and Ruth KeinMary Beth Kelley-Lowe and Scott LoweKen Vance Motors, Inc.Kjelstad Plumbing, Inc.Bed, Bath & Drapery Shop

Kathryn Proctor Duax

------------------- R -------------------

RB Scott Company, Inc.Realityworks, Inc.Trudie ReinbacherRisk Placement Services, Inc.Rotary Club of Eau ClaireDan and Alison Rouse

------------------- S -------------------

Sanctuary Lodge No 347ScheelsSchmitt Music CompanyRobert and Mary SchoenknechtFlo SheridanGeraldine SlockSmith Funeral Chapel and CrematorySonnentag Foundation LtdDorothy Sorlie and James UrnessState Farm InsuranceDavid and Roxanne StewartRobert StraavaldsonTerry and Edythe StrandKirk and Wendy StrangStudent Transit - Eau Claire, Inc.Sunrise Exchange Club of Eau Claire

------------------- T -------------------

Susan and Roger TietzBarbara A. TischerJames and Alyce TodeyJohanna Tronsdal Kaufman

------------------- V -------------------

UA Local 434 Plumbers, Steamfitters & Service TechsUW-Eau Claire Foundation

------------------- B -------------------

Skip and Jane Van Gorden

------------------- W -------------------

Western Wisconsin Building TradesWiersgalla CompanyWipfli, LLPWisconsin Mechanical CoBrent and Kristin WogahnBecky and Dave Wood

------------------- X -------------------

Xcel Energy

------------------- Y -------------------

Dr. Blenda Yun and Lane Biggs

EAU CLAIRE PUBLIC SCHOOLS FOUNDATION (ECPSF)

2014 ANNUAL REPORT

Partners for Education

*Donations of $75 and more are listed.

The Eau Claire Public Schools Foundation recognizes the lasting impact of donors’ long-term giving over a period of years. Our Partners for Education have found creative ways to support the ECPSF, including gifts of appreciated stock, setting up endowments, and making designated gifts that go directly to value-added projects and the greatest needs of our schools.

Page 25: ECCF 2014 AnnRpt

25

------------------- A -------------------

Advanced Door SystemsCarla and Ed AhnemanSpencer and Petey AhnemanDennis and Beth AlldridgeAmy AlpineAmeriprise Financial Services, Inc.Brian and Rhonda AmundsonDave and Carol AndersonJudy and Clennan AndersonKarl AndresenJoan AngellSara AntonsonSchotzie and Mike ArmstrongLouis G. ArnoldDavid and Marlene ArntsonArt’s Snowmobile & ATVKristina AschenbrennerAssociated Bank

------------------- B -------------------

B-Framed GalleriesAnnie BaileyJanet BarlandThomas and Jill BarlandBetsy BarnesJack and Carol BartingaleBartingale Mechanical, Inc.Colleen BatesBates OrthodonticsCharlie and Lucy BauerBauman AssociatesJacqueline and Edward BelkaMary BementBenevity Community Impact FundEileen BensonWilliam and Kathryn BergmanDuane BerlinBiesterveld & Company, LLCBig Brothers Big Sisters of Northwestern WisconsinLyndsey BishopMike and Deb BlanchardBMO Harris Bank Dennis BodaDon and Kim BodeauRobert and Lois BodeauStephen and Rita BoehrerLinda and B.J. BohacekSteve and Ann BohrerJames and Marilyn BollingerPaul BonstromTimothy and Mary BoortzKatie BornickTom and Sue Bornick Dr. Jim and Rosemary BoundsChristine BredaelMel and Leann BreedBarbara and Marlyn BrendenAaron BroderickBrotoloc NorthJoan BrownMary BruceSusan J. Bruce

Margaret BrunnMarjorie BunceJack Bushnell and Jenny Shaddock

------------------- C -------------------

Dick CableLinda CaillierCraig and Gail CarlsonMike and Carolyn CarlsonJanet CarsonCatholic CharitiesLinda and Guido CecchiniCESA 10Jeanne Chilson-SzepieniecChippewa Valley Endodontics LLCChippewa Valley Orthopedics & Sports Medicine Clinic, S.C.Chippewa Valley Technical College FoundationMichael and Kristine ChoateChristopher Poss, DDSDenis and Sue ChristophersonPatti CiganDenny and Mary ClarkCliftonLarsonAllen LLPRichard and Susan CochraneNancy and Matt CoffeyMichael and Laura CohenCommunity Foundation of Chippewa CountyCommunity Foundation of Dunn CountyConsumers Cooperative AssociationCarlyn ConwayJoan CookPeter and Janet CopelandDarlene CornellJason and Melinda CraigCurt ManufacturingChristopher and PattiAnn Curtin

------------------- D -------------------

Richard and Amelia DanielsHarold and Ann DavisPaul Del TortoDental Health CenterDetails, Inc.Duane and Joan DingmannDo Something, Inc.Brent DouglasTom and Suzanne DowDowntown Eau Claire, Inc.Carol DoyleDennis and Janis Dvoracek

------------------- E -------------------

Eau Claire AcademyEau Claire Area School DistrictEau Claire Area Sports Commission, Inc.Eau Claire Babe Ruth LeagueEau Claire Children’s TheatreEau Claire Diesel Services

Eau Claire Community Foundation Donors

DONORS

2014 ANNUAL REPORT

*Donations of $75 and more are listed.

Financials

471

471

440,217

137,806

$578,495

10

10

217,381

222,836

$440,227

137,608

274,434

28,185

$440,227

AssetsChecking and Money Market

Investments

Other Assets

Total Assets

161,296

391,799

25,400

$578,495

2014 2013

Liabilities & Fund BalanceOther Liabilities

Total Liabilities

Fund Balance

Change in Net Assets

Total Liabilities & Fund Assets

Statement of Financial Position (Unaudited)

91,665

7,480

15,056

1,359

6,138

121,698

$137,806

Support & Other RevenueContributions

Investments Income (Loss)

Administrative Fee Income

Total Support & Other Revenue

244,496

14,101

$908

$259,505

254,477

19,769

1,060

$275,306

Grants & ExpensesGrants

Operating Expenses

Fund Expenses

Investment Management Fees

Administrative Fees

Total Grants & Expenses

Change in Net Assets

35,863

2,743

11,274

491

2,098

52,470

$222,836

The Eau Claire Public Schools Foundation assets are in a balanced portfolio of pooled investments that maximize fund growth. Our Investment Advisor is Orgel Wealth Management and the 990 tax returns are prepared by Wipfli, LLP.

Ensuring the Future

Thank You for Your Generous Support!

Page 26: ECCF 2014 AnnRpt

26

Eau Claire Ford & Quick LaneEau Claire Fury SoftballEau Claire Garden ClubEau Claire National Little LeagueEau Claire PeriodonticsEau Claire Ski StridersKeith and Nancy EdisonEdison Funeral HomeJane EdsonMark and Susan EdstromKaren EisenbarthCatherine EmmanuelleStephen and Kelly EndresErbert & Gerbert, Inc.Mary EricksonEric ErtzEstate of Mary Kay BissellDon and Jan EtnierMarie EvansLloyd and Pat EverhartGail EvertsLouise Ewald

------------------- F -------------------

Mark and Donna FaanesDr. Robert and Phyllis FabinyCraig and Liz FalknerB.J. and Bea FarmerJennifer and Joseph FesenmaierPhil and Barbara Fey Festival FoodsThomas and Monika FiedlerJanice (Biskey) FinkBonnie and Jeffrey FisherHeidi and Andy FisherLydia and Andrew FlorenJoann ForsterFoundation of the Wisconsin Automobile and Truck DealersPenny and Bruce FranceDr. Louis and Janet FraseBob FraserShelley FredsonJim and Donna FriedeckFriends of Sacred Heart HospitalRoy and Jan FuerstenbergWilliam FullardFuller-Speckien-Hulke Funeral Home, LLC

------------------- G -------------------

Carol and Bill GablerRichard T. GannonJames and Gloria GantherHeather GarberThe GeisslersMary H. GenzLane GibbonsRochelle and Kevin GietmanDonna and Eric GilbertsonPhyllis N. GoffGloria GoldGold’s Gym of Eau ClaireMichael and Helen GonzagaJeff and Elizabeth GoodwinGordy’s Chippewa Foods, Inc.Joanne GraaskampPieter and Julie GraaskampThomas and Penny Graham

Elizabeth GrayThomas & Ann GreweCharles and Becky Grossklaus

------------------- H -------------------

Casper and Melissa HaasChristine Hambuch-Boyle and Stephen Boyle FamilyMichael and Kathryn HankardRich and Nikki HannaAnn HansonGreg HansonDenise Hanson-PabichPhil and Jan HappeMary Ann and Herb HardebeckHarmon Solutions GroupHolly HartBarbara HarveyThomas and Stephanie HarveyChristopher HasenbergEdward and Ann HayesLarry and Carol HayesHeidi Atkins, Jerry, Cooper, and Kiki SheaDaniel & Jacqueline HelgesonMark and Lois HellandC.P. and Lorraine HenningJeff and Patty HenryLisa HerbGary and Bonnie HesseAnn Heywood and Gene StanleyBeth and Ed HicksDr. Eldon F. HillHilltop Corporation of Eau ClaireJames G. and Laurie L. HittmanJacqueline F. HoeftNicole HoehnVicki and Gary HoehnDonald and Mary Lou HoeschenMarlene HoffmannJames and Gayle HolteKaren HommeJon N. and Maureen S. HomstadEdna HoodHope Gospel Mission, Inc.David HopkinsPatricia and Richard HoreckiCarol HublerRalph and Peggy HudsonPatrick and Jana HughesRay and Dianne HughesNaghma Husain------------------- I -------------------

Steven and Eileen ImmermanIndependence Education Foundation, Inc.Indianhead Old Car Club

------------------- J -------------------

J & D Sales, Inc.Marlene JannuschSara JensenMatthew JewellBlair & Susan JohnsonDaniel F. and Carolyn JohnsonJeffrey JohnsonJerry and Jane JohnsonJohnson/Marshall Family Fund

Jeff and Karen JonesCharles and Virginia Jordan

------------------- K -------------------

Ann KaiserBill and Marcie KaiserJack and Sally KaiserPaul Kaldjian and Meg NordAmy and Cam KalmonDr. David and Alice KatzBetsy KellNorm and Mary Ellen KellerLaura KelleyMary Beth Kelley-Lowe and Scott LoweKelly Heating & Electric, LLCKen Vance Car City, Inc.Saousan KhatibRandall KilnessDr. Daniel and Kerry KincaidGreg and Kathleen KishabaKiwanis Club of Eau ClaireKiwanis Club of Eau Claire - IndianheadAnn KleinDavid and Marianne KlinkhammerJoe and Bonni KnightFred and Stephanie KochRaymond and Susan KochKevin and Lynda KoehnCharter BankTerry KoleskiPenny KolloffDeborah and Jeffrey KostnerKathleen KovellLois and Bob KrauseSuzanne KristoKristo Orthodontic SpecialistsRon KrohnBob and Cindy KronStephen KurthJohn KvammeJulia Kyle

------------------- L -------------------

L.E. Phillips Family Foundation, Inc.Judy La FaveJohn and Ann LamoureuxDr. Ronald and Patricia LangeCarol LansingRichard D. and Marcia D. LarsonCharles and Kathy LaskerNicole Lasker and Erik RingsrudLasker Jewelers, Lasker FamilyJohn and Judy LaydeJerry LeDucJanice LemmingerBobbie LenzKen and Connie LewisCarol LiegelJudy LienLien and Peterson ArchitectsDotty and Roy LilloCaryn LinnDr. Randall and Jane LintonLivery & Cowtown SaloonLuann LivingstonJohn and Jane Lokken

Paul and Karyl Golden LoomisVicki Lord LarsonGreg LundDavid LundbergIvar and Nanette Lunde

------------------- M -------------------

Sherry MacaulMaureen MackMegan MacLaughlinMelania MadisCaroline MajakJim and Sharon ManzDan and Debbie MarketMarket & JohnsonMike and Patricia MarkinDeborah MarshallMarshfield Clinic Eau Claire CenterMatchey Marketing LLCBob and Connie MatsonDan and Lisa MattoonJudith and Randall MayerKim MayerLee and Anna MayerMayo Foundation for Medical Education and ResearchMatthew and Jennifer McDonoughMcDonough ManufacturingKatie McFadyenSue McIntyreSusan McLeodLynn McNishMega Charities FoundationJoanne Mellema and Rich SwansonLarry and Dawn MenardMerchants BankMidwest Dental Eau Claire NorthDr. David and LaVerne MillerMonarch PavingCraig MonsonMatthew and Brooke MontgomeryThe Mooney FamilyGregg and Emily MooreCarol and Joseph MorinDr. William and Kathleen MorinWilliam MoseleyJoseph and Joyce MottoMounds Park AcademyOwen and Jan MoyerMarlin MuellerKarl MurchJill Myers

------------------- N -------------------

Nei Northern ElectriciansJanet NelsonStephen and Sara NickCharles and Helen NordstromNorthwestern BankNucleus Cafe LLCCharles D. and Sue E. Nyberg

------------------- O -------------------

Oakpark Dental - Eau Claire, LLCMary Ann and Daniel OganMichael and Martha O’HalloranCraig and Jane Olsen

Eau Claire Community Foundation Donors

DONORS

2014 ANNUAL REPORT

*Donations of $75 and more are listed.

Page 27: ECCF 2014 AnnRpt

27

Eau Claire Community Foundation DonorsRick and Carol OlsonJon OlstadtOral and Maxillofacial Surgery Associates of Eau ClaireOrgel Wealth ManagementOstertag Orthodontics, LLCOtto Bremer FoundationKaren Overhusler

------------------- P -------------------

John and Pamela PalmerJeff and Melissa PascalJustin PatchinPaul Bunyan Logging Camp of Eau ClaireWilliam Pearson and Barbara Wimunc-PearsonJohann and Karen PeikertPet Food Plus Eau Claire, Inc.Peters RentalsJeanne and Gregory PetersonSusan A. PetersonCrispin PiercePinehurst Dairy QueenJim and Kathy PinterJeff PippengerMark and Meredith PirazziniKara and Timothy PitchfordPlank Enterprises, IncJack and Lois PostlewaitePreferred Acceptance CoJerry & Merey PriceCarolyn PritchettMilo and Carolyn PritchettJudge and Mrs. Ben ProctorKathryn Proctor DuaxJudy ProettPhilip Pryse

------------------- R -------------------

Donna and Peter RaleighJackie RasmussenSonja L. RathbunRB Scott Company, Inc.Realtors Association of NW WisconsinDonald and Jayne ReckRed Eye Ski ClubLarry and Jennifer ReitKatherine and Bruce RhoadesDoug Rhoten and Kristin EverettKaren and Tony Richie

Mary and Matthew RichieJohn and Alice RidgeEmilio RinaldiNatalia and Yuri RipeckyjArt and Helen RizziSarah RobertsonGene RogersMary L. RosolackDavid and Dr. Susan RoweRoyal Construction, Inc.Royal Credit UnionMary RufledtTom and Susan RusboldtCharles & Constance RussellMary Ryan-Miller and Thomas MillerJames and Mary Ryder

------------------- S -------------------

Kristen SandagerCraig and Barb SantolinJohn and Tami SatreJohn and Nancy SchaafScheelsScheppke Real Estate, LLCDavid Schifeling and Joan HamblinTonya SchlageterMark and Karla SchlimgenJamison and Amanda SchmidtDr. Katherine SchneiderMary SchopperJessica Schreiner-DonnellyPatty and Don SchultzDr. Michael and Cheri ScobiePeter and Randi ScobieFamily of Howard Gunderson, Jr.Steve and Kaye SennCaroline SernaJim and Sue SheaFlo SheridanMichael N. SikerRobert and Laurel SinzJohn and Julie SirianniJim and Joyce SmithJo Ann SmithLuke J. Smith Benefit FundJudith SnuddenMargaret SoderbergBradley and Carie SommerScott and Kelly SorensonDorothy Sorlie and James UrnessArnold SoubaLinda Souba

Rick and Jen SoubaSouth Barstow BIDJenna SouthardSpangler Flory, LLPSheri SpiesSt. Croix Valley FoundationMichael Stacy and Sanae Koike StacyDale and Jacquie StaebellRobert and Sandra StantonLisa Stark and Tom MisfeldtStarr’s SisterState Farm InsuranceShari or Brian SteeleMatthew and Elisa SteinmetzDr. Jeff and Missy StepanekSarah Stokes HerzogJack and Donna StromwallAndrea Sullivan and Dr. Jill PrushiekMichel and Cathy SultanSummit Dental Management, S.C.Superior Building Specialty ProductsSusan Larson Design LLC

------------------- T -------------------

Don and Laura TalleyBruce TaylorTeam TangleyTeam Tiry Real EstateScott and Jodi Thesing-RitterMark and Kim ThillmanJon Thorpe and Suzette PeltierSusan TienorSusan and Roger TietzEmily TobischJoel Tomesh and Karen Meier-TomeshTruckers Union, Inc

------------------- U -------------------

University Area Housing OfficeUS BankUW-Eau Claire FoundationUW-Stout

------------------- V -------------------

Marcia Van BeekKenneth and Roberta VanceRussell and Mary Jo VanGompel

DONORS

2014 ANNUAL REPORT

*Donations of $75 and more are listed.

Jan and Kathryn Ver HagenVinopal Title and AbstractFrederic and June Vorlop

------------------- W ------------------

Sue and Ron WaitsJohn and Ruth WallacePeter and Jo WaltersJohanna WarloskiWEAU TVSally A. Webb PhDDonald and Kathleen WeberWegner CPAs LLPPaul and Cheri WeinkeWeld, Riley, Prenn & Ricci SCCynthia WestphalRebecca White BodyCurtis and Marlys WicklundBeverly WickstromRose and Robert WiechmannWillowWinkelmann FamilyWipfli LLPWisconsin Division for Early ChildhoodMrs. Olga WiseWoita & AssociatesBecky and Dave WoodJudy and Guy Wood

------------------- X -------------------

Xcel Energy

------------------- Y -------------------

YMCA - Eau ClaireYouth Service AmericaDr. Blenda Yun and Lane Biggs

------------------- Z -------------------

Karen ZachoMarilyn C. ZmudaZS AssociatesLarry Zorn

The Eau Claire Community Foundation would like to thank everyone who so generously contributed to our funds this year. While we only have space to print the names of donors who gave $75 or more in 2014, we truly appreciate all of the gifts we have received. Thanks to these benefactors, the Eau Claire area’s nonprofit organizations will be strengthened in their work on behalf of our community for years to come.

Please note that some donors prefer to remain anonymous. We respect their wishes and have not included their names in this list. We regret any errors we may have made; if so, please contact the Eau Claire Community Foundation.

For Good. For Eau Claire. For Ever.

Thank You!

Page 28: ECCF 2014 AnnRpt

28

Eau Claire Community Foundation Honorariums and Memorials

HONORARIUMS & MEMORIALS

2014 ANNUAL REPORT

David T. Bodeau and Family Fund Don and Kim Bodeau Robert and Lois BodeauJean Bodeau and Chris Riggio In memory of David T. Bodeau

Dick and Marlene Cable Family FundDick Cable In memory of Marlene Cable

Children’s Legacy Endowment Fund Harold and Yvonne Mueller In memory of Marion Fenner

Community Fund Colleen Bates In memory of Dale Young and Marion FennerDr. David and Alice Katz In memory of Gerald SchwartzChuck and Sue Larson In memory of Cleo PowersCaroline Serna In memory of Emma Kathryn Serna

Eau Claire Community Foundation Operations Fund Dave and Carol Anderson

Jon and Maureen Homstad In memory of Gerald SchwartzDaniel Korn In memory of Thomas Frank Korn Jon and Maureen HomstadJohn and Jane LokkenLarry Zorn In memory of Ruth McDermidCharles and Sue Nyberg In memory of Jean Sirianni

Eau Claire Public Spirit Fund Karl Andresen In memory of Helen Andresen

Dr. Daniel and Kerry Kincaid In memory of Matthew Thompson

Elk Mound High School Alumni Scholarship Fund Denis and Sue Christopherson In memory of Boyd and Syliva ChristophersonRuth and Robert Brendsel In memory of Brady LemlerSteven and Karen Edelman In memory of Raymond and Gunda Froseth

Honorariums and Memorials are gifts from donors for special purposes. Memorial gifts honor the memory of a friend or loved one who has passed away. An Honorarium is a gift from a donor to recognize an event, a special living person, or a significant occasion. Donors of Memorials or Honorariums can designate their gift to a specific Fund held at the Eau Claire Community Foundation, or the gift can be placed in the Community

Fund, an unrestricted fund that is used for granting for the greatest needs of the community. Gifts can also be designated for our operations to help forward our mission. Memorials and Honorariums create a lasting legacy to the honored person or event, because they serve a charitable purpose into perpetuity.

Access Eau Claire FundCheryl CutsforthSally A. Webb In honor of Katherine Schneider

Thomas and Jill Barland FundAaron Broderick In honor of Tom Barland and Jill Barland

Confluence Building Fund Andy Immerman In honor of Steve and Eileen Immerman

David T. Bodeau and Family FundDon and Kim Bodeau In honor of Bob and Lois Bodeau’s 60th wedding anniversary

Eau Claire Public Spirit Fund Mary Schopper In honor of Kerry KincaidKathleen Mitchell and John Jacobson In honor of Oliver James Kincaid

Jeanne Richie Memorial Puddle Jump EndowmentSara Kitchen In honor of Joe Richie

Jeffers Park Development Brian Geissler In honor of Lynn J. GeisslerCasper and Melissa Haas In Honor of Casper Haas In honor of Melissa Haas

Women’s Giving Circle Fund Spencer and Petey Ahneman In tribute to the Children’s Legacy Luncheon Honorees

Chilren’s Legacy Endowment FundJoanne BatesCatholic CharitiesC.P. and Lorraine HenningDotty and Roy LilloMarket & JohnsonMary McFarlaneDennis and Betty Reinke In honor of Colleen Bates

Linda BohacekBig Brothers Big Sisters of Northwestern WisconsinLyndsey BishopMike and Deb BlanchardCatholic CharitiesNicole HoehnBetsy KellMarket & Johnson

Judge and Mrs. Ben and Janet ProctorRoyal Construction, Inc. In honor of Vicki Hoehn

Alpha Omega Partners, LLCLinda BohacekCharter BankEau Claire Association of EducatorsBetsy McDougall GibbsC.P. and Lorraine HenningJames and Mary JoslinBetsy KellDotty and Roy LilloMary McFarlaneDebbie NissenKathy PetersonStudent Transit – Eau Claire, Inc.Andrea Sullivan & Dr. Jill PrushiekWisconsin Division for Early Childhood

Woita & Associates In honor of Chris Hambunch-Boyle

CliftonLarsonAllenCulimeta-Saveguard LLCDotty and Roy Lillo In honor of Chistopher Stratton

Dennis and Beth AlldridgeJudith AnibasCatholic CharitiesMartha HillDarlene LexWilliam and Pamela SchreiberAndrea Sullivan & Dr. Jill PrushiekUW-Stout In honor of Lisa WalterDon and Kathern AxelsenBob and Merrelyn Dawson

Jane EdsonRoy and Jan FuerstenbergMary H. GenzRichard and Nicolette HannaVicki and Gary HoehnDr. James and Dr. Sharon ManzMayo Foundation for Medical ResearchDianne MyersJill MyersCharles and Helen NordstromDorothy RossowJessica Schreiner-Donnelly In honor of all the Honorees

Children’s Legacy Luncheon Tributes The following donors have contributed to the Children’s Legacy Endowment Fund in recognition of the 2014 Honorees. We give heartfelt thanks to you on behalf of the children who will benefit from your thoughtfulness.

Honorariums

Memorials

Page 29: ECCF 2014 AnnRpt

29HONORARIUMS & MEMORIALS

2014 ANNUAL REPORT

Janice (Biskey) Fink In memory of Peggy (Curtis) JensenJudy Grobe In memory of Nancy Gehrking In memory of Roland WatersMarlene Hoffman In memory of Walter Skaife In memory of Janet Steen Hase In memory of Jim Johnson In memory of Vernon Gehling In memory of Carol Sneen Stokes In memory of Sandra SchantzDavid and Irma Jean Maves In memory of Rod Miller

John Matthew Fesenmaier Children’s Fund Ronald and Dorothy Riutta In memory of John Matthew Fesenmaier

Flying Eagles Ski Club Hill Improvement Fund Brenda Hansen In memory of Matthew Thompson

Independence Public School Memorial Scholarship Fund Gunderson Family Reunion In memory of Howard Gunderson, Jr.Cherly Bragger In memory of Audrey MatcheyRoger and Beck BautehScott and Virginette GamrothDaniel and Ruth HalamaMike and Cheryl MarsolehSusan SolliRandy and Jean SymicehJeffrey and Lynn RuhlandJeanette, Julie and Willie WienchSteven and Sue Wozney & FamilySupply Chain Planning Team at Ashley Furniture In memory of LaVerne Killian, Sr.Appleton Compressor Service & Supply, InDora Jean Blaha and Debra BorkAndy and Mary DejnoJeanette EricksonWilliam FullardRuth and Dan HalamaDon and Eileen HalamaKathleen HeftiGary and Bonnie HesseFrancis and Fay HilgartDavid and Sheryl LaehnWilliam MoseleyRichard and Doreen Olson

Mr. & Mrs. Barry SchmittCharles and Marilyn SchultzCraig and Rita StarnesWestern Technical College In memory of Duane SackettJason and Molly HovellDarin and Jennifer Pape In memory of Christy Steele

Jeffers Park Development Fund AnonymousThomas and Sheila BergerDale and Leanne GibsonErin GundersonTravis and Megan HedtkeJulie HepflerAngela and David JonesPatrick and Nancy JuarezDon and Linda KuesterMary LangfordKay and Donald LentzAlison MillisMatthew and Brooke MontgomeryThomas and Vernette MorrisseyPete and Jill NoreenSandra and Thomas OlsonMarlene and Thomas PerryGene QuillingJames and Mary RyderSteve and Janet SaxtonDennis and Julie SteffenHarold StrasserMavis TracySteven and Susan VandebergLynn WillLaurie Zukaitis In memory of Ron Quilling

Ann Hanson In memory of Dick HansonBlair and Susan Johnson In memory of Connor Johnson

Jeanne Richie Memorial Puddle Jump Fund Joan Cook In memory of John MelsterThomas and Monika FiedlerChristopher Radtke and Kate GenereuxBarbara HarveyDevon PiernotKaren and Tony RichieMary and Matthew RichieLillian Shroyer In memory of Jeanne Richie Junior League of Eau Claire Endowment Fund Donnella Magadance

In memory of Phyllis MattsonL.E. Phillips Memorial Public Library Endowment Fund Mike and Carolyn Carlson In memory of Charles GraaskampWilliam Ritsch In memory of George VollJack and Margaret Quaid In memory of Cleo Powers

Denise Murch Memorial Fund Ronald and Pamela AndersonAlvin and Joan CotterWendi JacobsonJohn and Jane LokkenMarlyce OlsonKarl MurchBeverly SkougAndrew and Joan TurnerDr. Roderick and Lucy Zachary In memory of Denise Murch

Pinehurst Project Dr. David and Alice Katz In memory of Thomas DoyleRon and Dianne Powers In memory of Marjorie HoepnerCynthia Westphal In memory of Bill Westphal Arthur Rogers In memory of Irene Rogers

Hubbard and Kathryn Robbins Family Fund Steve and Kaye Senn In memory of Hubbard Robbins

Terry & Flo Sheridan Family Fund Edward and Ann HayesEmily and Gregg MooreKevin Sheridan In memory of Terry Sheridan

My Dad - Milton and My Mom Elnora Siker Fund Gerald and Lois GrunewaldtRock and Sandy EidenJohn Torgerson In memory of Milton Siker Sculpture Tour Eau Claire Susan BornickMike BuckDan GustafsonDr. David and Alice KatzTodd KostmanAndrea Susan LarsonKara and Timothy Pitchford In memory of Elroy Schmidt

SS Safari All-Star Fund Bonnie Wright In memory of Kirby and Katie

Women’s Giving Circle Fund Mary Ann Hardebeck In memory of Mildred S. MitchemJudy La Fave In memory of Gene La FaveAnonymousJack and Linda CoreyDarlene CornellFlo SheridanJudith and Birdell SnuddenKathryn TeetersSally A. WebbDon and Jan Wisner In memory of Alice KiersteadSpencer and Petey AhnemanJack and Carol BartingaleSusan BornickLinda CaillierBetsy Barnes & Willi CheneyJames and Laurie HittmanDonald and Mary Lou HoeschenFred and Kay MagadanceJudy ProettMarilyn C. Zmuda In memory of Robert Quade

For Good. For Eau Claire. For Ever.

Thank You for Your Generous Support!

Page 30: ECCF 2014 AnnRpt

30

Dick Cable1997 - 1999

Jon N. Homstad 1999 - 2001

Jack Postlewaite 2001 - 2003

Susan Tietz 2003 - 2005

Dick Larson 2005 - 2007

*denotes deceased

Charles Graaskamp *2007 - 2009

Paul Weinke 2009 - 2011

Pat Quinn2011 - 2013

Jeff HalloinPresident,Landmark Company Landmark Builders

C. Thomas DowPartner,Chippewa Valley Eye Clinic

Lois KrauseTreasurerRetired Accountant,Community Member

Nicole LaskerVice President,Lasker Jewelers

Audit CommitteeMark Faanes, ChairDave FrederiksonJeff HalloinLois Krause

Communications CommitteeNicole Lasker, Chair Suzanne Ashley, Co-ChairJill BarlandJerry BerardiDuane DingmannJennifer Hanson-BremerMichelle HarrisLaurie KlinkhammerJane LokkenEmily MatcheyWayne Peters

Development CommitteeLaura Talley, ChairGreg BremerLinda DanielsonChristopher HasenbergJack Postlewaite

Bret TangleyPaul Weinke

Gift Acceptance CommitteeMark Faanes, ChairTom BarlandJane LokkenLois KrauseWayne PetersJack PostlewaitePaul Weinke

Grant CommitteeBetsy Kell, ChairDuane DingmannC. Thomas DowJack KaiserCourtney KanzNicole LaskerDonnie MagadanceKarl MurchJohn SackettMarcia Van Beek

Investment Committee Charles Grossklaus, Chair

Betsy BarnesMatt “Bill” BrunnerDuane DingmannB.J. FarmerJoe FesenmaierDave FrederiksonPhil HappeLois Krause Dan Market

Nominating CommitteeMark Faanes, ChairJon HomstadDick LarsonJane LokkenJack PostlewaitePat Quinn Sue TietzPaul Weinke

Operations CommitteeC. Thomas Dow, ChairSusan BruceLeland Mayer, M.D.Dean Olson

Sue TietzMichel Sultan

Personnel CommitteeJane Lokken, ChairJill BarlandMark FaanesSue Tietz

Investment ManagerOrgel Wealth Management

AuditorCliftonLarsonAllen, LLP

990 PreparationWipfli, LLP

StaffSue Bornick, Executive DirectorSharon Peterson, Financial SpecialistRebecca White Body, Program SpecialistCheryl Peick, Graphic Design InternSerena Wagner, Graphic Design Intern (January – June)

Jane LokkenChairRetired Attorney,Ruder Ware

David FrederiksonCEO, D Mark Group Inc.d/b/a Manpower

Betsy KellRetired,Community Member

Wayne PetersOwner/Broker,Peters Real Estate & Development, LLC

Suzanne AshleyGeneral Manager,Ken Vance Car City

2014 Board of Trustees

Volunteers and Staff

Past Chairs

Laura TalleySecretary President, CV Commercial Banking BMO Harris Bank

Leland Mayer, M.D.Orthopedic Surgeon,Mayo Clinic Health System

Christopher HasenbergWealth Manager,Investment Management Associates

Joe FesenmaierVP - Finance,Mason Companies, Inc.

Jill Barland Retired,HR ManagementPhillips Plastics

Mark Faanes Vice ChairPartner,Wipfli, LLP

Pat QuinnPast ChairRetired CEO,Ayres Associates

Charles GrossklausRetired CEO,RCU

Laurie KlinkhammerAttorney at Law,Spangler Flory

BOARD OF TRUSTEES AND STAFF

2014 ANNUAL REPORT

Page 31: ECCF 2014 AnnRpt

408,343

384,018

182,047

38,322

1,012,730

$1,753,217

1,791,837

73,614

1,865,451

8,688,748

1,753,217

$12,307,416

1,128,811

14,309

1,143,120

7,246,748

1,442,000

$9,831,868

513,706

9,212,699

105,463

$9,831,868

31

Financial Report for 2013-2014The Eau Claire Community Foundation assets are in a balanced portfolio of pooled investments that maximize fund growth. Our Investment Advisor is Orgel Wealth Management. Financial Statements are prepared by CliftonLarsonAllen, LLP, and the 990 tax returns are prepared by Wipfli, LLP.

FINANCIAL REPORT

2014 ANNUAL REPORT

AssetsChecking and Money Market

Investments

Other Assets

Total Assets

817,690

11,364,431

125,295

$12,307,416

2014 2013 Support & Other RevenueContributions

Investments Income (Loss)

Administrative Fees

Total Support & Other Revenue

2,174,085

434,578

157,284

$2,765,947

831,930

1,157,338

98,656

$2,087,924

2014 2013

Grants & ExpensesGrants

Fund Program Expenses

Operating Expenses

Investment Management Fees

Total Grants & Expenses

Change in Net Assets

323,125

127,560

164,159

31,080

645,924

$1,442,000

Liabilities & Fund BalanceFunds Held for Others

Other Liabilities

Total Liabilities

Fund Balance

Change in Net Assets

Total Liabilities & Net Assets

Statement of Financial Activity (Audited) Statement of Financial Activity (Unaudited)

2014 (unaudited)

2013

2012

2011

2010

2009

2008

2007

2006

2005

2004

2003

2002

2001

2000

1999

1998

1997

$2M0 $4M $6M $8M $10M $12M $14M

$9,849,456

$8,230,722

$6,317,263

$6,252,551

$5,454,906

$5,098,609

$6,398,230

$1,074,049

$1,799,574

$1,925,689

$1,955,155

$2,080,689

$1,918,718

$3,365,199

$3,966,563

$4,177,367

$5,329,008

$12,307,416

Page 32: ECCF 2014 AnnRpt

Non Profit OrgU.S. Postage

PAIDPermit #1557Eau Claire, WI

306 S. Barstow St., Suite 104Eau Claire, WI 54701

To learn more about how the Eau Claire Community Foundation has helped shape our community, we invite you to visit our website at www.eccommunityfoundation.org or call 715.552.3801.

LIVE NEW WEBSITEwww.eccommunityfoundation.org