2005 Annual Report

Welcome, 2005 has been a remarkable year for the community foundation of South Puget Sound due to the incredible generosity of our community, and the dedication and insight of our staff and Board of Directors. We capitalized on the work we did in 2004 to strengthen the operations of the Foundation and are inspired by the strong momentum we have going forward. Maya Angelou once said, “When we cast our bread upon the waters, we can presume that someone downstream from another will profit from that grantor’s gift.” Our generous community has cast that bread. In 2005: • Over $282,000 was distributed as grants and awards • $880,000 was received in gifts and contributions • 9 new charitable funds were established • 25 scholarships were awarded to high school seniors and

returning college students • Total assets grew to over $2.9 Million

Many of these grants are from donor advised funds, where the donor advised us on where she would like the distributions to be made. Other grants are from unrestricted funds, in which case our grants committee, comprised of knowledgeable board mem-bers and local leaders, reviews requests for funding, visits various sites and makes grant recommendations to the Board. In 2005 we created a few fund, the Community Youth Fund. This fund was seeded with money from the Walter A. Bratton Memorial Fund. Established as an endowed fund, grant money will be available for years to come to support programs that serve youth. This fund is open to contributions in any amount from anyone in the community. We also created a new type of fund, an acorn fund, which is a program for building an endowed fund over time. We are continuing to grow in 2006 and invite you to be come a part of our community of giving.

Chairman Kimberly Ellwanger

Norma Schuiteman, Executive Director

THE COMMUNITY FOUNDATION

MISSION STATEMENT The mission of the Community Foundation of South Puget Sound is to encourage the growth and responsible distribution of charitable resources to build stronger communities.

Board of Directors

Kimberly Ellwanger ………….….…….. Chairman

Don Rhodes …....................... Past Chairman

Brian Fluetsch …….............Vice Chairman

Jacki Gavin …………..…………… Secretary

John Clees ........................ Treasurer

Nancy Anderson Brian Charneski

Blase Gorny David A. Hayes

Amee Kiefer Carolyn Lakewold

Marsha Tadano Long Dan O’Neill

Rick Panowicz Heidi Pehl

Gordon Shewfelt Sally Warjone

Staff Norma Schuiteman, Executive Director Kimi Smith Annie Hargrave

Cover pictures (from upper left): Horsepower! participant; GRuB gardener; downtown Cen-tralia, Senior Olympics medal winner,

Community Youth Fund

Established by The Foundation to support programs serving youth

Concern for Animals

Provides education, spaying & neutering, limited medical care

Helen & Harold Wolf Memorial Scholarship

Designated for Yelm High School students

Jack and Luellen Charneski Charitable Fund

Donor advised fund

Kimberly Ellwanger Fund for Women and Children

Donor advised—emphasis on serving women & girls

Thurston-Mason County Medical Alliance Fund

Supports health & human service organizations

Gail Wyman Advised Fund

Donor advised

Gail Wyman Endowment Fund

Donor advised

Yelm HS Community Endowment Fund

Scholarships for Yelm High School students

NEW FUNDS IN 2005

In 2005 the community benefited from the establishment of nine new funds. From these fund grants will be made that reflect the interests of the donors and organizations.

2005 GRANTS AWARDED

The organizations listed below received distributions from The Foundation in 2005. Many recommendations were made by donors. Gifts to colleges and universities primarily are for scholarships, and organizations which have an (*) beside them received funding from the Foundation’s discretionary grantmaking program.

1000 Friends of Washington American Civil Liberties Union of WA American Leadership Forum American Red Cross Anti-Defamation League Ashoka Associated Ministries Behavioral Health Resources* Boys & Girls Club of Thurston County* Broadway Centre for the Performing Arts Cascade Land Conservancy Catholic Community Services Capital Kids Connection Centralia Community College Cispus Learning Center* Citizens for a Healthy Bay Community Youth Services* Earthjustice Eastern WA University Evergreen Playhouse* Faith Homes* First Baptist Church of Olympia* First Tee of Olympia* FISH Food Banks Friends of the Olympia Farmers Market Friends of Artesian Friends of GREEN Garden Raised Bounty* Geochron Laboratories Grapeview Community Center* Greater Tacoma Community Foundation Griffin Foundation Hands On Children’s Museum Harmony Hill Heritage Club—South Sound YMCA Home of Peace Cemetery Association Hospitality Kitchen Initiative for Public Interest Law at Yale Jewish National Fund

Johns Hopkins University Junior League of Tacoma KBTC KCTS Television KPLU FM 88.5 Learning Seed Foundation Low Income Housing Institute* Martin Luther King Housing Development Association Mason County Counseling Resources Masterworks Choral Ensemble* Mercy Housing* Metro Parks Foundation National Audubon Society Nativity House Nat’l Parks & Conservation Association Natural Resources Defense Council Nature Conservancy of WA Neighborhood Free Medical Clinic* Northwest Burn Foundation* Northwest Medical Teams Olympia Union Gospel Mission* PARC Foundation Pacific Luther University Pacific Peaks Girl Scout Council POSSCA Puget Sound Senior Games* R.O.O.F Reform Jewish Appeal Rotary Foundation SafePlace* Saint Martin’s University Seattle University Senior Action Network Senior Services for South Sound* South Puget Sound Community College South Sound Alzheimers Council South Sound YMCA*

Special Olympics* Stanford Fund Sustainable Community Roundtable Tacoma Opera Association Tacoma Philharmonic Tacoma Urban League Tacoma Youth Symphony Temple University The Evergreen Playhouse Thurston Community Television* Thurston Conservation District Thurston County Project Access* Thurston County Volunteer legal Services* Timberland Regional Library Foundation* Turning Pointe Domestic Violence Prevention* University of North Carolina United Way of Thurston County University of Portland University of Southern California

University of Washington Village to Village* Washington Business Week* WA Center for the Performing Arts* Washington Environmental Council Washington Judges Foundation Washington National Park Fund Washington State Historical Society Washington State Senior Games* Washington State University Western Washington University Whitworth College Wrinkles of Washington* Yale Law School Fund Yelm Dollars for Scholars YWCA of Pierce County

2005 GRANTS AWARDED—cont.

2005 Fund Distributions

Education18%

Scholarships15%

Environment2%

Community Development

13%Arts6%Health and

Human Services

46%

A community foundation can provide funding in many areas that enhance the quality of life. That includes building on the community’s strengths and helping to fill areas of need. The pie chart shows the breakdown of all grants awarded by category in 2005.

Why do people give through the Foundation? Funds established at the Foundation help donors invest in the causes they care about most.

2005 CHARITABLE FUNDS LIST Anonymous Walter A. Bratton Business Week Scholarship Walter A. Bratton Memorial Fund Walter A. Bratton Fund for Youth Robert & Lynn M. Brunton Fund Laurie Callaghan Memorial Scholarship Fund Capital Kids Connections Jack & Luellen Charneski Charitable Fund Charneski/L&E Bottling Co. Holiday Support Fund Chehalis Activators Cody Brown Memorial Scholarship Fund Coldwell Banker/Olympic Evergreen Realty Fund Community Foundation Administrative Endowment Fund Community Foundation Program Endowment Fund Community Youth Fund Concern For Animals Andy Crow Wurlitzer Organ Endowment Fund Ellen Anderson de Moise Scholarship Fund Dallas & Marguerite Edwards Yelm HS Scholarship Fund Kimberly Ellwanger Fund for Women and Children Friends of Artesian Fund Friends of GREEN Fund Grade 13 Fund Griffin School Foundation Fund Hands on Children’s Museum Marco J. Heidner Trust Unrestricted Fund William &Dorothy Judah Scholarship Fund Kevin Fund L&E Bottling Scholarship Fund Lakefair Royalty Scholarship Fund Learning Seed Foundation fund William A. Lovett Fund Harold J. & Inge Marcus Advised Fund Mason County Counseling Resources Fund Treasurers Thrift Store Endowment Fund (Mason General Hospital Foundation) Masterworks Choral Ensemble Endowment Fund Dan R. Montgomery Scholarship Fund North Olympia Fire District Association Scholarship Fund North Thurston Kiwanis Fund The Community Foundation serves Lewis, Mason and Thurston Counties

OHS Alfred “Dick” Lewis Memorial Scholarship Fund OHS Chris Peters Memorial Scholarship OHS Faculty Memorial Scholarship Fund OHS-Laurie Callaghan Memorial Scholarship OHS Class of 1951 Scholarship Fund OHS John G. Creighton/Ex-POW Scholarship Fund OHS—Faculty Memorial Scholarship Fund PARC Endowment PARC Non-endowed funds (5) Dennis & Joan Peterson Family Advised Fund Remodelers Council Cliff Tanassee Scholarship Fund Schorno Family Yelm Scholarship Fund Seinfeld Family Advised Fund Senior Action Network Fund Senior Services for South Sound Endowment Fund Senior Services for South Sound STARS Endowment Fund South Sound Alzheimer Council Fund South Sound Alzheimer Council Advised Fund South sound Community Farm land Trust Fund Sustainable Community Roundtable Fund Sylvester’s Window Project Fund Charles L. Trowbridge Commitment to Service Scholarship Charles L. Trowbridge Endowment Fund TCTV Endowment Fund Thurston County Retired Teachers Endowment Fund Thurston County Women in Service to Children & Families Fund Thurston-Mason County Medical Alliance Fund Helen & Harold Wolf Memorial Scholarship Fund John & Sally Warjone Family Advised Fund WA State Capitol Foundation Fund Wyman Advised Fund Wyman Endowed Fund YWCA Women’s Community Fund Yelm HS Community Endowment Fund Italics denote new funds in 2005.

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Charitable Funds Giving options. Choose the one that’s right

for you.

Donor Advised Funds. You can have ongoing involvement in the use of your gift. You work with our staff, identifying ways to use dollars from the Donor Advised Fund you establish to address the issues and needs you care about cost. Your recommendations are submitted to our local board for approval; we then distribute grant dollars.

Unrestricted Funds. Your gift can address ever-changing community needs—including future needs that often cannot be anticipated at the time your gift is made. We evaluate all aspects of community well-being—arts and culture, economic development, education, environment, health and human services, recreation, and more. The flexibility of your unrestricted gift enables your community foundation’s board to respond to the community’s most pressing needs, today and tomorrow.

Field of Interest Funds. Target your gift to address needs in an important area of community life. Arts. Conservation. .Aging. At-risk youth. You identify your personal interest area when making your gift; our board awards grants; grants are then made to support the programs and organizations that are making a difference in the area you select.

Scholarships. You can invest your gift in our community’s future and show students you care, all with the guidance and personal services of your community foundation. You determine the criteria students must meet to receive the scholarship you establish. With your assistance, students achieve their academic and career-oriented goals—from preschool to postgraduate work.

Designated Funds. You can direct your gift to a specific nonprofit organization or purpose. Help provide ongoing funding for a senior center, museum, or virtually any nonprofit charitable organization. Nonprofit organizations can use a Designated Fund through the community foundation to build their endowment and enhance their ability to accept large and complex gifts.

ASSETS Current assets Cash $ 619,119 Pledges receivable 49,400 Investments 2,146,045 Total current assets 2,814,564 Property and equipment Furniture and equipment 64,672 Leasehold improvements 44,165 108,837 Less accumulated depreciation (47,950) 60,887 Non current pledges receivable 52,250 Trust receivable 30,444 $ 2,958,145 LIABILITIES AND NET ASSETS Current liabilities Accounts payable $ 17,693 Accrued liabilities 5,509 Deferred pledges 101,650 Funds held for other agencies 533,617 Current portion of long-term debt 4,174 Total current liabilities 662,643 Long-term debt 21,912 Total liabilities 684,555 Net assets Unrestricted fund balance 2,243,146 Temporarily restricted fund balance 30,444 Total net assets 2,273,590 $ 2,958,145

2005 Financial Report

I did not find the world desolate when I entered it. My fathers planted for me before I arrived, so I plant for those who come after me. From the Talmud

111 Market Street NE, Suite 375 Olympia, WA 98501

360-705-3340