2012 annual report

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2012 ANNUAL REPORT CELEBRATING 15 YEARS

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Page 1: 2012 Annual Report

2012ANNUAL REPORTCELEBRATING 15 YEARS

Page 2: 2012 Annual Report

Dear Founders, Donors, Benefactors, and Friends,

2012 was an exciting year for the Eau Claire Community Foundation! We completed our 15th year with over $1.1 million in donations, one of our highest years since the Foundation’s establishment. Thank you for your commitment, which helps us continue to provide

grants to nonprofit organizations throughout the Eau Claire area.

We would like to share 2012 highlights:

We are very excited to announce the Board of Trustees’ recent approval of a 4% distribution policy for 2013, up from 2.5%.

As we move forward, our focus is to keep our expenses under 3% of our net assets each year. We strive for efficiency to keep our operational costs down. We have streamlined our grantmaking

process, reducing and in some cases eliminating paper costs. We

also expanded the use of our software grant module.

Thank you to our generous donors, past and present. We look forward to creating stronger communities by giving back for impact! Please don’t hesitate to contact us, or other members of the Board of Trustees as we look to the future For Good. For Eau

Claire. For Ever.

Sincerely,

Sue BornickExecutive Director

Pat QuinnBoard Chair

LETTER FROM THE Leadership

We completed recertification of our compliance with National Standards through the Council on Foundations.

More than $210,000 was awarded in grants to 48 nonprofit organizations.

The 11th Annual Children’s Legacy Luncheon was held in April. Our upcoming Luncheon will be on April 18, 2013!

The Women’s Giving Circle celebrated their 5th anniversary.WGC membership is the highest ever, with over 160 members.

The Eau Claire Public Schools Foundation now has over 30 Founding Partners.

Page 3: 2012 Annual Report

The Eau Claire Community Foundation celebrated its 15th anniversary of giving on July 26, 2012 at the Florian Gardens. Pictured are nearly two-thirds of the members of the Society of Founders, who established the ECCF in 1997.

cOnTEnTsFunds

Public Schools Foundation

Women’s Giving Circle

Children’s Legacy Luncheon

Grants

Donors

Society of Founders

Legacy Society

Honorariums and Memorials

Board of Trustees and Staff

FInAncIAL REpORT FOR 2011-2012

Annual Report layout and design by Elle McGee, ECCF 2012-13 Graphic Design Intern.

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 rigorous peer review process and evaluation focuses on five key areas: Mission, Governance, Stewardship and Accountability, Grantmaking, and Donor Services.

The Eau Claire Community Foundation assets are in a balanced portfolio of pooled investments that maximize fund growth. Our Investment

Advisor is the Mark Orgel Investment Group of RBC Wealth Management. Financial Statements are prepared by CliftonLarsonAllen, LLP,

and the 990 tax returns are prepared by Wipfli, LLP.

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STaTEmEnT oF FinanCial aCTiviTy (unauDiTED)STaTEmEnT oF FinanCial PoSiTion (unauDiTED)

CHANGE IN NET ASSETS 1,482,467 2,155

aSSETSChecking and Money Market

Investments

Other assets

TOTAL ASSETS

166,745

7,874,437

36,468

8,077,650

2012174,519

6,033,158

35,606

6,243,283

2011 SuPPorT & oThEr rEvEnuEContributions

Investments income (loss)

Administrative fees

TOTAL SUPPORT & OTHER REvENUE

1,102,485

776,110

106,151

1,985,511

515,553

(53,872)

94,831

556,512

2012 2011

GranTS & ExPEnSESGrants

Fund program expenses

Operating expenses

Investment management fees

TOTAL GRANTS & ExPENSES

210,761

103,296

160,255

28,732

503,044

285,412

95,651

150,175

23,119

553,907

liaBiliTiES & FunD BalanCEFunds held for others

Other liabilities

Total Liabilities

Beginning Reserve Balance

Change in Net Assets

TOTAL LIABILITIES & NET ASSETS

874,919

5,603

880,522

5,714,661

1,482,467

8,077,650

522,145

6,477

528,622

5,712,506

2,155

6,243,283

Page 4: 2012 Annual Report

Bean Family Photo

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The Bien family

My wife and I have been part of the Eau Claire community for most of our lives. We have been blessed in life with three healthy children. The Eau Claire community has provided our family with a quality of life well beyond our expectations. As young professionals, we were fortunate to have good mentors for our careers (namely Joe Stienessen & Jim Pinter), a church to provide a great spiritual foundation for our kids, and a belief that it is our duty to give back to a community that has been so good to us.

In addition to serving on numerous boards and being involved in other organizations that require our time, we wanted to pass on that sense of purpose and financial responsibility to our children in

the event we passed away before we had a chance to instill those values in our kids. Therefore, we started out by simply designating the Eau Claire Community Foundation as a beneficiary on a life insurance policy. Since that time, we have funded our Donor Advised Fund on an annual basis and plan to continue to do so.

We will continue to educate our children about the fund and provide them with the opportunity to become engaged in this process by making suggestions annually for distributions to organizations that are important to them, and that they have done research on. We also believe this process will provide a fun, and meaningful, annual conversation piece for our family.

stephen A. and Kristine K. Bien Family Fund Donor Advised Fund

The Eau Claire community has provided our family with a quality of life well beyond our expectations. -- Steve Bien

Page 5: 2012 Annual Report

Give Back for ImpactcHARITABLE FunDs Giving through the foundation is easy

The Eau Claire Community Foundation holds more than 140 charitable funds ranging in size from $10,000 to more than $1 million in assets. When an individual, family or business creates a charitable fund, they give it a name and a purpose. Each fund is as unique as the donor who creates it! The Foundation invests these funds in one of our three investment pools. Every year, a portion of each fund is used to make

charitable grants according to the wishes of the donor.

Acorn Funds are starter funds that grow over time. Donors can invest as little as $500 up front and add tax deductible contributions each year for approximately 5 years. When the Acorn Fund reaches its minimum amount in gifts and earnings for its fund type, granting can begin. Please refer to the table below for details.

If you prefer not to create a fund, we welcome donations to the Foundation’s Community Fund, which serves the greatest needs of the community and the Operations Fund, which helps to support the operations of the Foundation.

* 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.

choose your own giving plan by creating a fund

TyPES oF ChariTaBlE FunDS

amounT nEEDED For FunDinG

rEaSon For SElECTion

arEaS oF inTErESTanD SuPPorT

unrestricted $500 to establish*

A minimum of $10,000 is required to begin grantmaking

Donor has no specific charity in mind, but wants to address all changing charitable community needs

Any area of interest

Field of interest

$500 to establish*

A minimum of $10,000 is required to begin grantmaking

Donor wants to perpetually support a cause rather than a specific organization (i.e. youth organizations, 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 grantmaking

Donor chooses one or more specific charitable organizations to receive ongoing support - YMCA, church, etc.

Donor names agency and type of support;

Foundation staff monitors for compliance

Donor advisedor Corporate Donor advised

$1,500 to establish*

A minimum of $25,000 is required to begin grantmaking

Donor wishes to retain input as to the charity(s) which the fund will benefit

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

Foundation Fees Fees support fund management, investment performance oversight, the annual independent audit and the general operations of the

Foundation. Annual administrative fees range from 1.5 percent to 5 percent depending on the type of fund. Investment fees are an

additional 0.5% to 1.1%. Fees are assessed monthly, based on the current market value of the fund. Pass-through funds and giving circle

funds have varying fee structures. For more information, please contact the Foundation.

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Page 6: 2012 Annual Report

FunDsField of interest Fund: Aubre’s Fund Children’s Legacy Fund Junior League of Eau Claire Endowment FundNellie and John I. Kaiser Memorial Fund Michael Lund Memorial Fund Luther Midelfort Children’s Health FundDaniel and Mary Ann Ogan Educational Fund Jim and Kathy Pinter Mental Health FundPublic Gardens Fund Siker Education Fund

Donor advised Funds:Janet Barland Fund Thomas and Jill Barland FundDavid T. Bodeau and Family Fund Dick and Marlene Cable Family FundCarlson Family FundJohn Matthew Fesenmaier Children’s FundFrederikson Family FundCharles and Joanne Graaskamp FundGrewe Family FundJon N. and Maureen S. Homstad Family FundJohn and Betsy Kell Family Fund Norm and Mary Ellen Keller Fund Kristo Family FundLarson Family Fund Dan and Debbie Market Family Fund O’Halloran Family Fund David B. and Dorothy H. Owen Family Fund Scobie Family Fund Terry and Flo Sheridan Family Fund

Mike Siker Donor Advised Fund Robert R. Southard Memorial Fund TechFund – Krause FamilyWomen’s Giving Circle Fund Young Family Fund

Designated named Funds: Thomas and Joyce Bruckner Fund Eau Claire Transit Disadvantaged Token Fund Eau Claire, Dunn, Pepin County Medical Society FundL. E. Phillips Memorial Public Library Endowment Fund Ralph Owen Disaster Relief Perpetual Fund Lyle and Karyn Quandt FundJeanne Richie Memorial Puddle Jump Endowment FundHubbard and Kathryn Robbins Family Fund Dr. Michel and Cathy Sultan Fund John and Lela Thompson FundDr. Joseph M. and Jean M. Tobin Family Designated Fund

unrestricted Fund: Preston and Mary Kay Bissell FundDaniel F. and Margaret J. Brown Memorial FundCharter Bank Eau Claire FundJames H. Cupery FundLois and Arnie Domer FundB.J. and Bea Farmer Family FundPhillip and Barbara Fey Fund Richard T. Gannon Fund Giving Traditions Fund

T. Gordon and Gladys P. Keith Fund Dean and Susan Olson Family Fund Jack and Lois Postlewaite Family FundPaul and Cheri Weinke Family FundAnonymous

Community Fund: The Community Fund receives unrestricted donations designated to support grants to local non-profit organizations as recommended by the ECCF grant committee.

Scholarship Funds: Clarence and Isabel Berger Family Scholarship Fund Elk Mound High School Alumni Scholarship FundMemorial High School Class of ’60 Scholarship Fund

acorn Funds:Advancing Innovation within Eau Claire County FundStephen A. and Kristine K. Bien Family FundChippewa valley Regional Computer Forensic Laboratory FundPaul Del Torto Fund victoria E. Finstad FundFoundation Leaders FundLeonard E. Gibbs Fund to Promote Excellence in Evidence-Informed Research and Practice in the Helping ProfessionsPhilip and Janice Happe Family FundLaura and Duane Hookom Family Fund

Innovation Foundation of Western Wisconsin FundAl and Peggy Jones Fund “Katharine’s Wish” - Everett/Rhoten Family FundKincaid Family FundJohn and Jane Lokken Fund Robert v. and Benjamin G. Miller Fund5 Martins Family Fund Buzz and Mary Ann Minton Family Fund RCU Fund Pat and Sue Quinn Recreational Fund Chuck and Lori John-Shoemaker Family Fund SS Safari All-Star Fund Sculpture Tour Eau Claire Endowment FundTalley Family FundSusan and Roger Tietz Family Fund Gary and Sonya Tourville FundThe Warloski Family Fund Anonymous

operations Fund: Gifts to this fund ensure the continuation of the Eau Claire Community Foundation’s work in supporting its philanthropic goals.

Pass-Through, municipal, Fiscal Sponsorship Funds:Alliance for Substance Abuse Prevention Pass-Through FundCircle of Friend’s Sculpture FundClear vision Fund Eau Claire Soccer Park “Bringing on the Heat” Sculpture FundEau Claire Police Department Special Units Fund (K-9 Fund)Flying Eagles Ski Club Hill Improvement Fund“Let’s Save Granny” Sculpture FundRice Lake 11-21-04 Fund Sculpture Tour Eau Claire Operations Fund

agency Endowment Funds: Beaver Creek Reserve Endowment Fund Bolton Refuge House Endowment Fund Boy Scouts of America Chippewa valley Council Endowment FundChippewa valley Health Clinic Endowment FundFeed My People Endowment Fund Paul Bunyan Logging Camp Museum Endowment FundGoodwill Industries Fund Interfaith Hospitality Network Endowment Fund Literacy volunteers-Chippewa valley Legacy for Literacy FundL.E. Phillips Memorial Public Library Agency Fund L.E. Phillips Senior Center Endowment Fund United Cerebral Palsy Endowment Fund Young Men’s Christian Association of Eau Claire Endowment Fund

Supporting organization:Eau Claire Public Schools Foundation

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total: $8,077,650

Scholarship named$38,484

Designated name$610,045

unrestricted$3,210,370

org-agency Endowment

$874,919

Donor advised$2,926,298

Field of interest$213,623

Pass-Through$29,725

Giving Circle$174,186

EccF Funds by category

Page 7: 2012 Annual Report

Fund for todayThe Fund For Today is used to meet current needs of students. Gifts to this fund can be directed by the donor to individual schools or programs. Gifts not directed by the donor will be pooled and used for greatest needs that are approved by the ECPSF Board of Trustees.

Endowed fund for the futureThe Endowed Fund for the Future safeguards the principal of all gifts remaining in perpetuity while the income from the fund is available to be used on an annual basis for school programs, special projects, and to assist students. Use of the income is subject to the approval of the Foundation Board of Trustees.

fOunDInG pARTnERs TO DATEAnonymousDean J. ArnoldLouis G. ArnoldDavid and Gail BarnesWilliam and Beth BlackburnPatti CiganKathryn Proctor DuaxKen and Lori FaanesThomas and Monika Fiedler

Charles and Becky GrossklausWayne and Carole HalbergMary Ann and Herb Hardebeck Scott and Mary Beth Kelley-LoweSlavko and Elizabeth IvankovicJerry and Jane JohnsonJeff and Karen JonesJack and Sally KaiserMarv Lansing and Nancy Kraft

Macy’s FoundationMarket & JohnsonDan and Debbie MarketJef and Eileen MungerNorthwestern BankDavid E. RichieTerry and Flo SheridanLisa Stelter-Graf and Mark GrafSusan K. and Roger J. Tietz

Skip and Jane van GordenFamily & Friends of Michael J. WebbBen and Lori WhitisDave and Becky Woodxcel EnergyBlenda Yun and Lane Biggs

Dan Market, ChairmanTom Fiedler, vice ChairmanJef Munger, TreasurerKen Faanes Charles GrossklausMary Ann Hardebeck, Ex officioJack KaiserDavid RichieSue TietzSkip van Gordon

ECPSF Endowed Fund for the FutureECASD District Leadership TeamIn tribute to Dr. Terry Sheridan

Charles and Lana KramerIn tribute to Dr. Terry Sheridan

Michael LynnesIn tribute to Marge McManus

Children’s Legacy Luncheon Fund of Eau Claire Community FoundationIn tribute to Phil Fey

Kathleen Mitchell In tribute to Jan Wisner, Carole Halberg

Robert and Mary SchoenknechtCarol Gunderson, Judy Mir, Cheri Uelmen

Sandy and Richard Ayres In tribute to a Sam Davey ELL Student

Bob and Sandy Ayres In tribute to a DeLong ELL Student

John and Susan Ayres In tribute to A North High School ELL Student

Board of Trustees GIFts given in Tribute to others

EAu cLAIRE puBLIc scHOOLs FOunDATIOnsupporting Organization

The Eau Claire Public Schools Foundation (ECPSF) is an independent non-profit foundation dedicated to promoting learning opportunities for students in Eau Claire Public Schools by fostering supportive relationships with the school district, its alumni and the community; raising funds to provide learning opportunities for students, teachers and staff; and awarding grants for innovative projects. The ECPSF was formed by a group of committed community members who believe that supporting the educational needs of school children will build a better community for all. Our Founding Partners came together to build a strong base of support through the Fund for Today and the Endowed Fund for the Future. The Fund for Today supports current student needs, and the Endowed Fund For the Future supports future student needs.

The ECPSF Fund for Today and Endowed Fund for the Future support the Eau Claire Area School District in a variety of meaningful and creative ways. The results of these contributions include a growing endowment fund, purchase and installation of a new playground at an elementary school, gifts of appreciated stock that are bringing art and music opportunities to under-resourced elementary and middle school students, and funds for the greatest needs at every school in the district. All this is possible thanks to gifts large and small from members of the community.

To become a Founding Partner of the Eau Claire Public School Foundation please contact: Mary Beth Kelley-Lowe, Executive Director at 715-852-3015 or online at www.ecasd.k12.us/foundation.

Page 8: 2012 Annual Report

WOMEn’s GIvInG cIRcLE2012 circle leadership:

WGc Grants Awarded In 2012Eau Claire Children’s Theatre:This grant will fund ECCT’s “Rising Star Productions,” bringing the program to Longfellow and Lakeshore Elementary Schools. The after-school enrichment component allows 50 students to be part of a full-scale theatre performance produced in one week. The School Day Residency component includes 10-hour-long theatre workshops that involve students in theatre games and creative drama activities in the classroom.

Eau Claire County aim Court:The 2012 AIM Court grant will be used for financial literacy training, forging relationships with area landlords, and incremental financial stipends for AIM participants who successfully complete budgeting counseling. This program aids in the success of current AIM participants by teaching financial responsibility and linking participants with safe, suitable, and affordable home environments.

literacy volunteers-Chippewa valley:The “Worthy Work for Mothers” program will teach English instruction, computer, employment, and career development skills to women of diverse low-income families. This program will equip women with the skills and certification to pursue careers in food handling, health care, light manufacturing, and early childhood day care.

lutheran Social Services:This grant will assist women in the Chippewa valley to access licensed AODA (Alcohol and Other Drug Abuse) treatment in a gender-specific, trauma-informed manner at Lutheran Social Services Touchstones Center. The program consists of 36 sessions of primary outpatient treatment, followed by 16 weeks of continuing care. Program goals include increasing sobriety, securing safe housing, becoming employed, decrease in correctional system involvement, as well as improvement in overall well-being and family relationships.

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 Farmer ◊Jill Hecker FernandesJennifer Fesenmaier ◊Barbara Fey ◊Heidi FisherCarol Gabler ◊Donna Gilbertson ◊Gretchen GlasshofDebbie GonzagaTess 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 LarsonNicole 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 Nordstrom ◊

Sue Nyberg ◊Mary Ann Ogan ◊Jane O’MearaJanet Owenvicky PetermannKathy Pinter ◊Susan PittmanShannon PlankLois Postlewaite ◊Jessica Schreiner- Donnelly ◊Randi Scobie ◊Susan SeningenCatherine Sinkewicz ◊Beth 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 Westrate Beverly Wickstrom ◊Olga Wise ◊Cleo Young

lifetime membersKathy Bartl Barbara Fey ◊Maureen Homstad ◊Katherine LaskerLois Postlewaite ◊Flo Sheridan

active membersPetey AhnemanSchotzie Armstrong Kristina AschenbrennerJacqueline Belka Susan Bornick Rosemary Bounds Dolly Bowman Leann BreedJoan BrownMary BruceLinda Caillier Patricia CiganNancy CoffeyJanet Copeland Trish CumminsJoanne Dingmann Suzanne DowCarol DoyleTerrie DulitzJanis Dvoracek Jane Edson Karen EisenbarthKelly Endres Mary EricksonJan Etnier Phyllis Fabiny Elizabeth Falkner

Janet Frase Shelley Fredson Gloria GoldPenny GrahamElizabeth Grey Penny HansonJanice Happe valerie HenrichAnn Heywood Laurie Hittman Mary Lou Hoeschen Karen HommeCarol Hubler Eileen ImmermanMarlene Jannusch Carolyn Johnson Mary Beth Kelly-Lowe Ann Klein Laurie KlinkhammerPenny KolloffSuzanne Kristo Julia Kyle Judy La Fave Ann LamoureuxPatricia LangeBobbie LenzJoanne LowryMaureen MackDeborah Marshall Susan McLeod Lynn McNishKaren MetzgarBetty Lou MintonEmily Moore Joy MottoJeanne Peterson

Susan Peterson Jan Proctor Judy ProettJan RandallJayne ReckKatherine RhoadesMickey Rizzi Sarah Robertson Susan RusboldtMary Ryberg Kristen SandagerCleo SchaffDr. Katherine SchneiderLeslie Schuch Lissa Siedow Julie SirianniJo Ann SmithMargaret Soderburg Dorothy Sorlie Sandra Stanton Jen Theisen Susan TienorMary Jo van GompelSue Waits Linda Elaine Wendt Barbara Wimunc- PearsonMillie Winters

◊ denotes active founding member* denotes deceased

Jackie Belka Circle Advisory Team Chair

Karen homme Circle Advisory Team Co-Chair

mary ann ogan Circle Advisory Team Secretary

laurie hittmanEducation and Program Team Chair

Sue TienorEducation and Program Team Co-Chair

Karen TomeshGrants Team Chair

Susan rusboldtGrants Team Co-Chair

Barbara BrendenMembership Outreach Team Chair

Donna Gilbertson Membership Outreach Team Co-Chair

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Congratulations on your 5th anniversary!

Page 9: 2012 Annual Report

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cHILDREn’s LEGAcy LuncHEOn

Vision:The Children’s Legacy Fund will increase awareness of issues critical to the health and welfare of

children by raising funds for the Chippewa Valley to support initiatives on behalf of children.

Mission:The Children’s Legacy Fund offers an opportunity for donors to make profound and lasting contributions to the health and welfare of children.

Pictured from left to right: neil hanson, linda Johnson, Bruce hering, Paula Wainscott, andrea Sullivan, Phillip Fey

chairpersonsNikki HannaLiz Kennedy-WiechertPat LuCoreBetsy McDougall-GibbsCarol MorinKelly Nordstrom Minette Ponick

volunteersSchotzie ArmstrongSue BornickNancee BurbankRobert CarrPeggy CasperJanet CopelandLynn FeringCarol GablerDonna GilbertsonSadie GundersonLorraine HenningPatty HoreckiElle McGeeJoann MiettunenJane O’MearaJessica Schreiner-DonnellyRose WiechmannLaurelyn Wieseman

selection committeeKathern AxelsenNeal BenhamBrook BergRuth E. HarrisMarnie HersrudJohn SchaafBecky SeelenTerry SheridanTom Thorsness

2012 sponsorsAvalon FloralAyres AssociatesCharter BankGreendoor Graphics and AdvertisingGroup Health Cooperative of Eau ClaireThe Hanna FamilyKristo Orthodontic SpecialistsPaul and Linda KuehnCharles and Helen NordstromLeader-TelegramMarket & JohnsonMarshfield ClinicMayo Clinic Health SystemMega BMO Harris Bank and BMO Wealth ManagementNorthwestern BankPeoples Bank of WisconsinRCURoyal Construction, Inc.Sacred Heart HospitalStifel NicolausStudent Transit-Eau Claire, Inc.Wipfli LLPxcel Energy

The Children’s legacy luncheon is an annual event that provides an opportunity to honor

individuals who have made significant and lasting contributions through their work, volunteerism,

or philanthropy on behalf of children in the Chippewa valley. The 2012 Honorees, pictured below,

are known and respected for their lifelong commitment to children and families. In addition to

receiving the “Outstanding Achievement Award” at the Children’s Legacy Luncheon, each Honoree

is invited to recommend a $500 grant from the Eau Claire Community Foundation to a non-profit

organization of their choice.

2012 Children’s Legacy Luncheon grant recipients were the Eau Claire Public Schools Foundation

Fund for Today, Children’s Dyslexia Center, Inc., North High School Band Parents, Inc., United

Cerebral Palsy of West Central WI, Special Olympics - Indianhead Area, and the L.E. Phillips Memorial

Library - Children’s Library.

The Luncheon also raises money for the Children’s Legacy Endowment Fund at the Eau Claire Community Foundation, which supports grants to programs that serve children. The 2012 grant recipient from the Endowment Fund is the Boys and Girls Club of the Greater Chippewa valley.

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Page 10: 2012 Annual Report

GRAnT cATEGORy: GIvE GREEnGrants in the category of “Give Green” support programs that engage children and adults in activities that improve or sustain the quality of our earth or that provide fitness, health and wellness opportunities. Also included in this category is support for animals.

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EAu cLAIRE cHILDREn’s THEATRE“Eau Claire Children’s Theatre was very pleased to receive funding assistance from the Eau Claire Community Foundation for the purchase of a rechargeable battery system to power our wireless microphones. The system allows us to save valuable resources by eliminating the purchase and disposal of 5,000 regular batteries annually, helping to make Eau Claire Children’s Theatre a more “green” business.” --Wayne marek, Executive Director, Eau Claire Children’s Theatre

pIcTuRED BELOW:

Total Grants Distributed in 2012

total: $210,481.02

offer opportunities$59,155

Create Culture$67,192

Form Futures$38,272

Give Green $21,681

Special olympics area 3 Unrestricted

Bob’s house For Dogs “Canine Company” visits to shut-ins Create program to educate children about differences and empathy using their German Shepherds Unrestricted

Boy Scouts of america-Chippewa valley YMCA after school program (2)

Chippewa valley habitat for humanity Purchase of tablet PCs

Community Beautification association, inc Purchase of gardening equipment

Eau Claire Children’s Theatre Rechargeable battery system

Eau Claire County humane association Replacement cat kennels

l.E. Phillips Senior Center Parking lot expansion

ymCa - Eau Claire Purchase of low and high balance beams for gymnastics center

Friends of Beaver Creek reserve Unrestricted Purchase of Mascot Costume - remaining balance unrestricted.

ymCa - Eau Claire Camp Manitou Shoreline Restoration (4)

uW-EC Wisconsin youth Sports Program Expand areas of program in self development, resume creation, and outdoor skills.

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Page 11: 2012 Annual Report

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cHILDREn's DysLEXIA cEnTER:“The Children’s Dyslexia Center of Upper Wisconsin, as a relatively new organization, was thrilled to receive funds through the Eau Claire Community Foundation this past year to support the work being done to help students become better readers. Our organization is able to train individuals to work with students using a time-tested, proven effective, method of teaching language skills. Tutors complete a rigorous, accredited training program that consists of 45 hours of classroom instruction, 5 hours of observation, and 100 hours of practicum instruction free of charge. Our students are able to receive all of their tutoring services free of charge as well, making this a viable source for families to get the help they desperately need but aren’t able to get elsewhere.

As a locally funded center, we rely on the collaboration and partnerships in the community. These donations and grants supplement our program and operating budget and ensure that children and families have this resource available.” --Tammy Tillotson, Center Director, Children’s Dyslexia Center of Upper Wisconsin

pIcTuRED ABOvE:

GRAnT cATEGORy: FORM FuTuREsGrants in the category of “Form Futures” fund programs established at institutions or nonprofit organizations that provide instruction for children and adults. Grants in this category also fund programs that offer learning or community development opportunities.

Boys & Girls Club of the Greater Chippewa valley, mary markquart Center Desktop computers and furniture

Children’s Dyslexia Center of upper Wisconsin Unrestricted (2)

Children’s house montessori School Enrollment fees for Teaching Strategies Gold

Children’s museum of Eau Claire Purchase of folding room dividers

Chippewa valley CarE Coalition End-of-life care “Train the Trainer” program

Dartmouth College Unrestricted

Eau Claire Public Schools Foundation Unrestricted

Friends of Beaver Creek reserve 5th & 6th Grade Group Scholarships 5th and 6th Grade environmental education scholarships

international Spanish language academy “UnoDosGrow” program

l.E. Phillips memorial Public library Building fund Children’s Library programs

literacy volunteers - Chippewa valley Equipment for Adult Literacy Program (4)

mt holyoke College Unrestricted

north high School Band Parents, inc. Provide assistance to needy students for music lessons Putnam Heights Elementary School Garden project

rice lake high School Scholarship Fund Scholarships

robbins Elementary School Unrestricted

uW-EC Foundation Single Parent Heroes scholarships Robert R. Southard Scholarship Fund

Page 12: 2012 Annual Report

cHIppEWA vALLEy MusEuM“CVM’s capital campaign took 10 years and during that time, the Eau Claire Community Foundation made nine grants to us. Since then, there are few things we have done of any significance that the Foundation has not been part of. ECCF has supported collections storage improvements and new exhibits. It played a critical role in setting up our ongoing digitization program.

A 2012 grant is helping the Chippewa Valley Museum make progress on a new 4,200-square foot exhibit. Intersections will trace 300 years of regional history and reflect research, collections, and technique acquired over the past two decades. The museum’s grant supports design plus working with historians, geographers, conservators and other museum specialists.

Thanks, ECCF, and watch for Intersections in 2014!”--Susan mcleod, Director Chippewa valley Museum

pIcTuRED BELOW:

Children’s museum of Eau Claire, inc. Support field trips and special events, installation of sink and cabinets

Chippewa valley museum Main gallery renovations and new exhibit Unrestricted

Eau Claire Children’s Theatre Program: “Rising Star Productions”

Eau Claire municipal Band Purchase of crash cymbal holder and snare drum stand

Paul Bunyan logging Camp of Eau Claire Technology equipment and software for inventory

Phipps Center for the arts Unrestricted

Sculpture Tour Eau Claire operations Fund For the “Circle of Friends” sculpture at the L.E. Phillips Memorial Public Library “Granny’s Garden” sculpture and unrestricted funds Sculpture Tour Eau Claire brochures (2) Sculpture Tour Eau Claire Endowment Fund

GRAnT cATEGORy:

cREATE cuLTuREPrograms and organizations that enhance the quality of life in our community through music, visual or performing arts, and museums are supported by grants in the category “Create Culture.”

GRAnT cATEGORy: OFFER OppORTunITIEsGrants in this category fund programs that “Offer Opportunities” by providing children, adults, and families with basic needs such as food, shelter, clothing, health services and disability assistance.

aiDS resource Center of Wi ARCW Eau Claire Food Pantry

american red Cross- Chippewa valley Chapter Wisconsin Unrestricted

Big Brothers Big Sisters of northwestern Wisconsin Website development

Continued. on next page..)

12 Eau Claire Municipal Band

Page 13: 2012 Annual Report

AIDs REsOuRcE cEnTER“With a generous gift from the ECCF, the AIDS Resource Center of Wisconsin (ARCW) has fought hunger and improved the quality of life of more than 70 HIV positive individuals and their families living in Eau Claire County in 2012. The gift from the Foundation provided support for the ARCW Food Pantry, enabling the agency’s staff to provide high calorie, high protein food items and nutritional supplements critical to the health and well being of these individuals.

A solid nutritional base is particularly important for a person living with HIV, it gives the person’s body energy to manage the disease. The ARCW operates food pantries in seven locations throughout Wisconsin ensuring that people living with HIV have the best chance at living long and healthy lives.” --Kathy Fargo, Director of Major Gifts, AIDS Resource Center of Wisconsin

pIcTuRED BELOW:

nOT pIcTuRED:BOLTOn REFuGE HOusE“The mission of Bolton Refuge House, Inc. is to offer safety, support, education and other services, skills, or alternatives that will empower and enhance the safety and well-being of domestic violence and/or sexually assaulted victims by specifically addressing their needs on an individual and community basis.

Bolton Refuge House received funding from the Eau Claire Community Foundation which enabled us to purchase and install security surveillance cameras at the Transitional Housing Units. Overall the security surveillance cameras has created a level of accountability for victims in the program and enhanced the safety and security of the units. “-- Pat SteinBolton Refuge House

(Offer Opportunities, continued...)Bolton refuge house, inc. Security surveillance cameras (2) Establishment of volunteer workforce Unrestricted

Boy Scouts of america-Chippewa valley Unrestricted (3)Chippewa valley Free Clinic Stationery materials, brochure printing for new location Patient medication Unrestricted (2)

Chippewa valley habitat for humanity Unrestricted

City Transit authority Bus tokens for those in need

Eau Claire area School District Provide clothing and other needs for homeless children

Eau Claire Community Foundation Operations

Eau Claire County aim Court Program: “Financial Literacy Training and Assistance, Forging Relationships with Area Landlords”

Feed my People Food Bank Expansion of Weekend Kids’ Meals Program

First lutheran Church Dale Rasmussen Fund for Children

interfaith hospitality network, inc. Unrestricted

literacy volunteers - Chippewa valley Program: “Worthy Work for Mothers”

lutheran Social Services Positive Avenues Day program (2) Program: “LSS Touchstone Center”

The rEaCh Foundation Traumatized veterans’ re-entry program (2)

Trinity lutheran Church Friends of Flynn Weekend Kids’ Meals program

united Cerebral Palsy of West Central Wi Unrestricted

united Way of Greater Chippewa valley United Way of the Greater Chippewa valley Leadership Circle

uW-Extension Eau Claire County Equipment for allowing Foodshare recipients to access Farmers’ Market

Page 14: 2012 Annual Report

EAu cLAIRE cOMMunITy FOunDATIOn DOnORs

14

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

9 to 5 National Association of Working WomenCarla and Ed AhnemanSpencer and Patrice AhnemanAmeriprise Financial Services, Inc.Dave and Carol AndersonJoyce AndersonJudy and C.C. AndersonKarl AndresenDavid and Joan AngellAnonymous (20)Schotzie and Mike ArmstrongLouis G. ArnoldKristina AschenbrennerPatti AusmanAvalon Floral, LLCAyres AssociatesJanice Ayres

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

Dale and Mavis BabbittBadgerland Printing USA, Inc.Joseph and Janet BadstieberRichard and Sara BaerAnnie BaileyNicole and Justin BakerJanet BarlandThomas and Jill BarlandBetsy Barnes and Willi CheneyDonald and Gloria BarnesDianne BarrettJackie BarstadEd and Ginny BartchJack and Carol BartingaleJim and Kathy BartlCharlie and Lucy BauerBauman Associates Ltd.Steve BaumgartnerBarb and Bruce Bayley Jacqueline and Edward BelkaMary BementMichael BenrudWilliam and Amy BensonNorm and vi BergGary and Cynthia BergerPatrick and Sandra BergerWilliam and Kathryn BergmanGerald and Barbara BersethKristina and Alex BeuningB-Framed GalleriesEileen BiegelStephen and Kristine BienMichelle BiermeierBig Brothers Big Sisters of Northwestern WisconsinEstate of Mary Kay BissellBlackburn and AssociatesWilliam and Beth BlackburnJack and Leanne BlumeBMO Harris BankDon and Kim BodeauJean BodeauRobert and Lois BodeauB.J. and Linda BohacekChristopher BohatkaJames and Marilyn BollingerTimothy and Mary BoortzSue BornickBob BosoldJim and Rosemary BoundsAlison BoweDolly BowmanPaul BowmanBoy Scouts of America- Chippewa valley CouncilPaul and Kathy Braaten

Barbara BrandnerRuth and Robert BrendselAaron BroderickJoan BrownJulie BrownMary BruceSusan BruceThomas and Joyce BrucknerMargaret (Berger) BrunnMatthew and Pam BrunnerMarjorie BunceJohn and Nancee BurbankRobin and Robert BurchCyndie BushNorma Buttenhoff

- - - - - - - - - c - - - - - - - - -

Dick CableCapital CoordinatorsMike and Carolyn CarlsonFrank and Miriam CarrRobert CarrCharles and Cheryl CaseCharter BankBenjamin CheneyChildren’s Museum of Eau Claire, Inc.Chilson SubaruCommunity Foundation of Chippewa CountyChippewa valley Eye ClinicChippewa valley Habitat for HumanityChippewa valley Orthopedics and Sports Medicine Clinic, S.C.Chippewa valley SymphonyChippewa valley Technical CollegeDenis and Sue ChristophersonPatti CiganCigna Matching Gifts ProgramCity of Eau ClaireMary and Denny ClarkCliftonLarsonAllen LLPClinicare CorporationMatthew and Nancy CoffeyCommonweal Development Corp.Community Foundation of Dunn CountyComputer WizardsCarlyn ConwayJoan CookPeter and Janet CopelandCorporate TechnologiesColette CouillardJohn Plewa and Trish CumminsChristopher and Patti Curtin

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

Linda DahlDaniel F. and Margaret J. Brown TrustLinda DanielsonBob and Merrelyn DawsonBill and Jo Ellen DeCesarePaul Del TortoJane DennisJohn and Barb DickeyDuane and Joan DingmannAlva DouglasTom and Suzanne DowDowntown Eau Claire, Inc.Carol DoyleDiane DreherPolaris SolutionsRonald and Terrie DulitzJanis Dvoracek

- - - - - - - - - E - - - - - - - - - Eau Claire AnesthesiologistsEau Claire Area School DistrictEau Claire Auto Parts, Inc.Eau Claire CountyEau Claire Energy CooperativeEau Claire Family DentalEau Claire FordEau Claire Garden ClubEau Claire Indoor Sports CenterEau Claire Police DepartmentJane EdsonMark and Susan EdstromEdward JonesLisa & Bob EiermanKaren EisenbarthElk Mound School District AlumniSteve and Kelly EndresEO Johnson CompanyMary EricksonMaryanne EricksonWilliam ErpenbachDon and Jan EtnierJohn and Joanne EvansDoug Rhoten and Kristen EverettLloyd and Pat Everhart

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

Mark and Donna FaanesRobert and Phyllis FabinyCraig and Elizabeth FalknerJeanine FarbB.J. and Bea FarmerFeed My People Food BankJennifer and Joseph FesenmaierPhillip and Barbara FeyJanice (Biskey) FinkLisa FioreFirst Net ImpressionsHeidi and Andy FisherFlying Eagles Ski ClubPenny and Bruce FranceDonald and Karen FrankLouis and Janet FraseBob FraserShelley FredsonFriends of Beaver Creek ReserveRoy and Jan Fuerstenberg

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

Billl and Carol GablerRichard GannonKristin GerryMark Gideonsen and Jennifer EddyDonna and Eric GilbertsonGirl Scouts of the Northwestern Great Lakes, Inc.Gloria GoldTess GoodwinGordy’s Chippewa Foods, Inc.Charles and Joanne GraaskampThomas and Penny GrahamElizabeth GrayTom and Annie GreweLuther and virginia GrohnCharles and Becky GrossklausGroup Health Cooperative of Eau ClaireRuth GullerudSadie and Scott Gunderson

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

Benny HaasGarry and Sonia HagenessBetty HainzWayne and Carole HalbergJeff and Karla Halloin

Beverly HalmarDuane and Phyllis HambletonRichard and Nicolette HannaPenny HansonStephen HansonPhil and Jan HappeConnie HarknessHarmon Solutions GroupJulie HayesRoger and Charlene HelgothMark and Lois HellandLawrence HenkelC.P. and Lorraine HenningJeff and Patty HenryMenomonie Street DentalHerbert H. Kohl Charities, Inc.Harold and Beverly HeringMarnie Hersrud and Howard NelsonAnn Heywood and Gene StanleyEd and Beth HicksMary Lou HoeschenAaron HoffmanMarlene HoffmanKaren HommeJon and Maureen HomstadEdna HoodHope Gospel Mission, Inc.Richard and Patricia HoreckiDavid HovlandDebra HubbellCarol HublerMarian HudsonRalph and Peggy HudsonDavid and Normetta HurlburtNaghma Husain

- - - - - - - - - I - - - - - - - - - Eileen and Steve ImmermanInside Lines

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

Gerald and Mary JacobsonMarlene JannuschCarole JohnsonDaniel and Carolyn JohnsonLinda and Dennis JohnsonLori JohnsonJohnson/Marshall Family FundJeffrey and Karen JonesJunior Achievement of WI, Inc. Northwest DistrictJunior League of Eau ClaireRichard and Mary Jurmain

- - - - - - - - - K - - - - - - - - - Carol KadingAnn KaiserJack and Sally KaiserTamara KapplerDavid and Alice KatzBetsy KellNorm and Mary Ellen KellerMary Beth Kelley-LoweKen vance Car City, Inc.Kristi and Shaun KennedyLisa and Thomas KenyonLifestyle Enhancement ServicesDaniel and Kerry KincaidJames KlaboughBob and Carol KlauerAnn KleinDavid and Marianne KlinkhammerFred and Stephanie KochPenny Britton KolloffAnne and Robert KoskyKaren KrausLois and Bob KrauseKristo Orthodontic Specialists

Suzanne KristoJulia Kyle

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

Eugene and Judy La FaveLamar Advertising of Central WIJohn and Ann LamoureuxLandmark CompanyRonald and Patricia LangeMarv LansingDouglas and Ann LarsonRichard and Marcia LarsonLasker JewelersCharles and Kathy LaskerNicole Lasker and Erik RingsrudJohn LawlerJohn and Judy LaydeLeader-TelegramKathryn LeeDonna and Dave LehmkuhlNed and Jill LenhartBobbie LenzDotty and Roy LilloRichard and Joanne LindenLiteracy volunteers - Chippewa valleyChris LittleThe Livery and Cowtown SaloonJohn and Jane LokkenDurwin LongMary LonsdalePaul Loomisvicki Lord LarsonJoanne B. LowryGreg and Won LundEric and Karen Betzig LundbergDouglas Lundholm

- - - - - - - - - M - - - - - - - - - Sherry MacaulGary and Dar MachlerMaureen MackManpowerMarket & JohnsonDan and Debbie MarketMarkquart ToyotaDeborah MarshallMarshfield Clinic Eau Claire CenterKeith and Allison MartinLarry and Claire MartinDan MassopustConstance MatsonChristopher MayAnna and Lee MayerJudith and Randall MayerMayo Clinic Health SystemMayo Foundation for Medical Education and ResearchScott McClainJames and Karen McCradyBetsy McDougall GibbsKevin and Rachel McKinleySusan McLeodLynn McNishConsumers Cooperative AssnGeorgia MehrMEP AssociatesMerrick Plastic & Hand Surgery, S.C.Robert and Karen MetzgarBill and Mary Koziol MeyerRick MickelsonJim and Joann MiettunenDavid and La verne MillerBetty Lou MintonBuzz and Mary Ann MintonMoeding Partners LLCRichard and Sherry MohrJames MolitorGregg and Emily Moore

Page 15: 2012 Annual Report

EAu cLAIRE puBLIc scHOOLs FOunDATIOn (EcpsF) DOnORs

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

AnonymousDean ArnoldLouis G. ArnoldBob and Sandy AyresJohn and Susan AyresRichard and Sandy Ayres

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

Donna Wagner BackusDavid and Gail Barnes William and Beth BlackburnSteven Brimmer

- - - - - - - - - c - - - - - - - - -

William and Mary CayleyPatti CiganRobin Criego

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

Mary and John DixonKathryn Proctor Duax

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

ECASD District Leadership Team

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

Ken and Lori FaanesAnn FrankeJim and Lynn FeringFlynn Elementary PTA

- - - - - - - - - G - - - - - - - - - Mike Graf and Lisa Stelter GrafCharles and Becky GrossklausKristen Gundry

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

Wayne and Carole HalbergRichard and Nicolette HannaWarren and Mavis HermodsonRalph and Peggy Hudson

- - - - - - - - - I - - - - - - - - - Slavko and Elizabeth Ivankovic

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

Wendy Sue JohnsonJeff and Karen Jones

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

Jack and Sally KaiserCharles and Lana KramerGary Krenz

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

Lakeshore Elementary School PTOMarv Lansing and Nancy KraftJames and Joan LearyTim and Tammy Liebham

Nancy LindauLocust Lane Elementary PTOLongfellow School PTAMichael and Mary Ann Lynnes

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

Macy’s FoundationMichelle ManningManz Elementary PTAMarket & JohnsonDan and Debbie MarketKay MarksMeadowview Elementary SchoolMarion MeyerMicrosoft Matching Gifts ProgramGlen and Gloria MillerKathleen Mitchell and John Jacobson

- - - - - - - - - n - - - - - - - - - North High SchoolNorthwestern BankNorthwoods Elementary School

- - - - - - - - - p - - - - - - - - -

Putnam Heights PTO

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

David E. RichieRobbins School PTORoosevelt Elementary PTO

- - - - - - - - - s - - - - - - - - -

Sam Davey PTARobert and Mary SchoenknechtSherman Elementary SchoolDouglas and Joan SmithRobert R. Southard Memorial Fund of the ECCFSam StangeLarry and Linda StelterKenneth and Terre Sullivan

- - - - - - - - - v - - - - - - - - -

Dan vanDeWaterSkip and Jane van Gorden

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

Family and Friends of Michael J. WebbHeidi WhiteBen and Lori WhitisBecky and Dave Wood

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

xcel Energyxcel Energy Foundation

- - - - - - - - - y - - - - - - - - -

Blenda Yun and Lane Biggs

Carol and Joseph MorinWilliam and Kathleen MorinJoseph and Joyce MottoHarold MouselJane MuellerMeri Jo and John MuellerJim and Peggy MurrayMy Friends Place Spa Salon

- - - - - - - - - n - - - - - - - - -

Nestle NutritionStephanie NiebergallRyan NiemeyerKari NoltnerJane NorbyMeg Nord and Paul KaldjianCharles and Helen NordstromKelly NordstromNorthern Pines Ear, Nose and Throat, S.C.Northwestern BankMichael NowickiCharles and Sue NybergMichelle Nyman

- - - - - - - - - O - - - - - - - - - Oakleaf Surgical HospitalMary Ann and Daniel OganMichael and Martha O’HalloranCarol and Rick OlsonMichael and Jane O’MearaJose and Zaida OrtizCharleen Ovren

- - - - - - - - - p - - - - - - - - -

Eliezer and Carmela PasternakPaul Bunyan Logging Camp of Eau ClaireSue and Doug PearsonWilliam and Barbara PearsonJuanita and Robert PeckPeoples Bank of WisconsinPet Food PlusWayne and Marge PetersGeoffrey PetersonJeanne and Gregory PetersonJerome PetersonPaul and Alison PetersonSusan PetersonWarren PetrykErik Phelps and Kim Hill PhelpsPhiladelphia Insurance CompaniesColleen PiercePhilip and Marjorie PinewskiJim and Kathy PinterMark and Meredith PirazziniKara and Timothy PitchfordMinette PonickJan PorathJack and Lois PostlewaiteKathryn PrenticeThe Presto FoundationMilo and Carolyn PritchettBen and Jan ProctorJudy ProettJill Prushiek

- - - - - - - - - Q - - - - - - - - -

Yao QiuJack and Margaret QuaidPat and Sue Quinn

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

Deborah RaehlJan RandallClare RasmussenWilliam and Jeanne RauckmanRB Scott Company, Inc.

REACH, Inc.Donald and Jayne ReckDave and Pat ReinardyDennis and Betty ReinkeKyle ReinkeGlenn Reynolds and Karen HavholmKatherine and Bruce RhoadesAnthony and Grace RichDavid RichieKaren and Tony RichieMatthew RidleyJaneway RileyRonald and Dorothy RiuttaMickey RizziSarah RobertsonBarbara and Alvin RollandMary RosolackDorothy RossowRotary Club of Eau ClaireJason and Abbie RotelloRoyal Construction, Inc.Royal Credit UnionJohn and Shiela RozichTom and Susan RusboldtMary Ryberg

- - - - - - - - - s - - - - - - - - -

Sacred Heart HospitalKristen SandagerJames SchaeferHarper Enterprises, LLCCleo SchaffDavid Schifeling and Joan HamblinOak Leaf PediatricsKatherine SchneiderJessica Schreiner-DonnellyLeslie SchuchJohn SchultzMichael and Cheri ScobiePeter and Randi ScobiePatricia ScottDarrin and Kim SennSteve and Kaye SennSharp One Hour Photo Inc.Terry and Flo SheridanLissa SiedowJim and Pat SimonsenCatherine and Thomas SinkewiczJohn and Julie SirianniSlick Up CenterGeri SlugaJo Ann SmithNoel and Diane SmithMargaret SoderbergJ.J. SolonikaDorothy SorlieGari and Judi SpagnolettiSpangler, Nodoff, Bruder & KlinkhammerWilliam Sparkes and Jodi Baglien SparkesSpecial Olympics Area 3Spectrum Insurance GroupDoris SperstadDiane SpinucciSherry and John SpragueSt. Croix valley FoundationMichael and Sanae Stacy Richard StahlbuschSterling StandifordSandra and Robert StantonLisa Stark and Tom MisfeldtState Farm InsuranceKathryn Stella-FloraStifel NicolausJerry and Carole StofletJoan Stolp

John and Lynnette StonebergZita StoughKari StroedeJack and Donna StromwallStudent Transit - Eau Claire, Inc.Terre and Ken SullivanMichel and Cathy SultanJennifer Surma

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

Don and Laura TalleyEllen and Steve TerwilligerThat Conference, NFPJon and Jen TheisenJon Thorpe and Suzette PeltierChristina ThrunSusan TienorSusan and Roger TietzTammy TillotsonBarbara A. TischerJanet and Greg TolanderKaren and Joel TomeshGary and Sonya Tourville

- - - - - - - - - u - - - - - - - - -

U.S. Bancorp FoundationUW - Eau ClaireUW-EC Foundation

- - - - - - - - - v - - - - - - - - -

Marcia van BeekRussell and Mary Jo van GompelSkip and Jane van GordenKenneth and Roberta vanceJocelyn vandaToby vanden HeuvelJim and Chris vaudreuilJan and Kathryn ver Hagenvisit Eau ClaireChad voelkerJason von Ruden

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

Sue and Ron WaitsJohn and Ruth WallaceWarren WangenJohanna WarloskiSally WebbCentarePaul and Cheri WeinkeWeld, Riley, Prenn & RicciWells Fargo BankLinda Elaine WendtBen and Lori WhitisCurtis and Marlys WicklundBeverly WickstromRose and Robert WiechmannMary WilliTerry and Susan WillkomWilliam and Robin WilsonWipfli LLPOlga WiseBrent and Kristin WogahnRebecca and David WoodWPS Health InsuranceBonnie WrightRoger Wrobel

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

xcel Energy

- - - - - - - - - y - - - - - - - - - YMCA - Eau Claire

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

Wayne and Cecelia Zorn

In 2011, the Eau Claire Public Schools Foundation became the first Supporting Organization of the Eau Claire Community Foundation. A supporting organization (also known as a “supporting foundation”) is a 501(c)(3) organization that is classified as a public charity. By affiliating with the ECCF, the overhead and administrative costs are reduced and expensive software programs are not necessary. The supporting organization is distinct from the ECCF, and determines its own grants.

Page 16: 2012 Annual Report

Gloria Gold and her dog Sunshine (“Sunny”)

16

Dr. David and Joan Angell Owen and Janice Ayres Bob and Louise Barfknecht Thomas and Ann* Barland Jack and Carol Bartingale Jim and Kathy BartlWilliam and Kathryn Bergman James C. Bolton, Jr.W. verdell and Diane R. BothunSusan J. Bruce Dick and Marlene* Cable Duane and Joan Dingmann Arnie* and Lois* Domer Stephen and Janet DrieverB. J. and Bea Farmer Phillip and Barbara FeyDavid and Cindy Frederikson Walter* and Gloria Gold

Charles and Joanne GraaskampTom and Mary* Grewe Jon N. and Maureen S. Homstad Daniel F. and Carolyn B. JohnsonDon and Eunice*JohnsonLloyd* and Lila Johnson Dr. David and Alice Katz Mike and Pat Kell Norm and Mary Ellen Keller Dick and Marcia LarsonCharles and Kathy LaskerMarv and Sandy* Market Lee and Mary* Markquart Lee* and Ruth* MathisonTerry and Gina* McEnany Jim Carter and victoria MillerBuzz and Mary Ann Minton

Charles D. and Sue E. Nyberg Michael and Jane O’MearaMark and Tammy OrgelWayne and Marge PetersJim and Kathy Pinter Dr. Peter Ullrich and Susan Pittman 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 Roger J. and Susan K. Tietz

Pat and Kerry Toutant Ken and Roberta vance Jan and Kathryn ver Hagen Warren and vonnie* Wangen Steve* and Olga Wise Jack and Cleo Young

Ayres Associates Charter Bank Eau Claire US Bank Royal Credit UnionCliftonLarsonAllen LLP, formerly Stienessen, Schlegel & Co. LLCThompson, Plumb & Assoc., Inc. Wipfli LLP

* denotes deceased

sOcIETy OF FOunDERsThe following sixty-four individuals, families and firms have helped make the Eau Claire Community Foundation a permanent part of the Eau Claire area through their initial gift of $10,000 or more:

pIcTuRED LEFT:GLORIA GOLDGloria Gold is involved in many facets of the Foundation. Gloria and her late husband Walter are members of our Society of Founders, helping to start the Foundation fifteen years ago. As a member of our Legacy Society and Women’s Giving Circle, Gloria strongly supports the Foundation’s mission to serve as a catalyst to address the greatest needs of the Eau Claire community.

Gloria experienced the joy of philanthropy at a young age. During World War II, her mother was very active in the Red Cross in their hometown of Tampa, Florida. While Gloria was in college, her mother held open houses where anyone was welcome, and was involved in collective giving with close friends for the benefit of children in need. Through the example of her father and mother, Gloria “learned early on to help others in any way possible.” In fact, as one of the newest members of the Women’s Giving Circle Grants Committee, Gloria continues her mother’s tradition of collective giving.

Gloria has generously contributed her time and money to a variety of organizations. She has packed meals at Hope Gospel Mission, led two Brownie Scout Troops, and volunteered for Mayo Clinic Health System, the YMCA, and the Eau Claire Service League, to name just a few.

Gloria is eager to pass on her passion for philanthropy. She encourages her children and grandchildren to volunteer, and has made the commitment to include the Eau Claire Community Foundation in her legacy giving. Thank you, Gloria, for your dedication and contribution to the ECCF!

Page 17: 2012 Annual Report

LEAvE yOuR LEGAcy: choosing the Gift plan to Fit your Goals

THE LEGAcy sOcIETyGifts that Last forever

We gratefully recognize individuals and couples who remember 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 community benefactors have enriched the lives of others through their concern for the charitable needs of our community. By completing a non-binding, confidential Statement of Intent, we can honor your charitable wishes.

Legacy Society members may designate their gift to one or more individual funds, our Community Fund, or Operations Fund. They may also establish a family fund at the Foundation for the benefit of their favorite nonprofit organizations or causes.

The individuals listed below have informed the Eau Claire Community Foudation that they acknowledge the importance of planned giving and have included the Eau Claire Community Foundation in their estate plans:

your GivinG vEhiClE

your PErSonal GoalS

inComE To Donor /hEirS

inComE Tax DEDuCTion

CaPiTal GainS& ESTaTE TaxES

aTTraCTivE FunDinG aSSETS

Bequest in your will

Minimizing taxable estate

Provide for favorite charitable causes

No No Avoided Assets that continue to generate taxable income for estate or heirs

retirement plan beneficiary designation

Provide for charity with pre-tax dollars

No No (but avoids income tax that would accrue to heir if named beneficiary)

Avoided IRAs, other qualified plan assets

life insurance Provide for favorite charitable causes

No Yes, if the policy ownership is given to foundation

No, if foundation is named as beneficiary

Avoided Paid up whole life policies

Policies with annual dividends greater than premiums

Charitable remainder annuity trusts (CruT & CraT)

Create income for self

Establish permanent charitable legacy

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

Appreciated stock

Appreciated, low-basis assets

Charitable lead trust (ClT)

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 Estate Avoid capital gainsProvide for favorite causes

No Yes Avoided Any form of real estate, especially highly appreciated

17

Dr. David and Joan Angell Janet Barland Thomas and Jill Barland Jack and Carol Bartingale Miss Priscilla Berry Bill and Winnie BeanStephen and Kristine Bien Preston* and Mary Kay* Bissell Don and Kim BodeauRobert and Andrea BodeauAaron BroderickDaniel F. and Margaret J. BrownSusan BruceThomas 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 Joseph and Jennifer Fesenmaier victoria E. Finstad Heidi Fisher Louis and Janet Frase Richard T. Gannon Tom and Annie Grewe Charles and Becky Grossklaus Karen and Dick Hebert Mark and Lois Helland Jon N. and Maureen S. Homstad Edna Hood Laura Hookom Al and Peggy Jones

John Kaiser and Marcia van Beek Dr. David and Alice KatzDr. Daniel and Kerry Kincaid Joseph Koehn*Richard D. and Marcia Larson John and Jane LokkenKeith and Allison MartinBuzz and Mary Ann MintonGregg 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 QuinnSteve and Kaye Senn Terry and Flo Sheridan

Charles Shoemaker Jr. and Lori John-Shoemaker vernon* 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 Katy ver Hagen Ron* and Johanna Warloski Paul and Cheri Weinke Bonnie WrightDr. Jack and Cleo Young Anonymous (10)

* denotes deceased

*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.

Page 18: 2012 Annual Report

MEMORIALs

HOnORARIuMs

Circle of Friends Sculpture Fund Dick Cable In memory of Marlene Cable

David T. Bodeau and Family Fund Jean Bodeau and Chris Riggio In memory of David Bodeau

Elk mound high School alumni Scholarship Fund Anonymous In memory of Lawrence and Eva Mousel

Paul and Kathy Braaten In memory of Larry and Doris Braaten, Class of ‘32

Ruth & Robert Brendsel In memory of their grandson, Brady Lemler

Sr. Denis and Sue Christopherson In memory of Boyd and Sylvia Christopherson

William J. Erpenbach In memory of Larry and Doris Braaten

Luther and virginia Grohn In memory of Judy Stahlbusch, class of 1964

Lawrence Henkel In memory of Amy Marie Linberg

Marlene Hoffman In memory of Len Gilbert In memory of Dan Gibson, class of 1956 In memory of Vern Smith In memory of Dean Gregory In memory of Donald Welk In memory of Larry and Doris Braaten In memory of Marvin Cartwright In memory of Joan Martinson Keller

David and Normetta Hurlburt In memory of Judi Overmyer Stahlbusch

Douglas and Ann Larson In memory of Larry and Doris Braaten, Class of ‘32

Kathryn A. Lee In memory of Vern Smith In memory of Larry and Doris Braaten In memory of Dan Gibson James Molitor In memory of the Molitor Clan

Charleen Ovren In memory of Dan Gibson, class of 1956 In memory of Leonard Gilbert In memory of Ardel “Rod” Miller

Eliezer and Carmela Pasternak In memory of Doris and Lawrence Braaten

Jerome Peterson In memory of Gordon Johnson, class of ‘53

Doris Sperstad In memory of her son, Gary Holtan

Richard Stahlbusch In memory of Judith Stahlbusch and Dale Stahlbusch

William and Robin Wilson In memory of Larry and Doris Braaten, Class of ‘32

Joint Donations In memory of Larry and Doris Braaten, Class of ‘32 Jim and Rhonda Braaten The Cook Family Mr. and Mrs. Jerome Erpenbach The Head Family The O’Reilly Family Patricia Valek David and Jane Weiss Gary and Elizabeth Wicks

Jeanne richie memorial Puddle Jump Endowment Fund Joan Cook In memory of Jeanne Richie

Karen and Tony Richie In memory of Jeanne Richie

l. E. Phillips memorial library Endowment Fund Robert S. Fraser In memory of Jane Fraser Jane Schley In memory of Kris Mason

“let’s Save Granny” Fund Richard & Sherry Mohr In memory of Merva Schmidt

Andrew F. Winkler and Chris Kees Winkler In memory of Marguerite Flick Simpson

Scobie Family Fund Dr Michael and Cheri Scobie In memory of Bob and Rosemary Scobie and Paul Mason

Sculpture Tour Eau Claire Endowment Fund Sue and Tom Bornick In memory of Merva Schmidt Linda Dahl In memory of Merva Schmidt

The Employees of Eau Claire Ford/Lincoln In memory of Merva Schmidt

Richard & Sherry Mohr In memory of Mike Buck’s mother In memory of Mike Buck’s mother

Diane Spinucci In memory of Merva Schmidt

Society of Founders Fund for operations Jon and Maureen Homstad In memory of Stephen Litchfield, Evelyn Ferneding-Farr

Richard and Marcia Larson In memory of Steve Litchfield

unrestricted Karl Andresen In memory of Helen Andresen

Dick Cable In memory of Stephen Litchfield

Phillip and Barbara Fey In memory of Edwin & Mable Baker; Fred & Evelyn Fey

Jon and Maureen Homstad In memory of Lorraine Ashbaugh

Norm and Mary Ellen L. Keller In memory of Owen Ayres

Olga Wise In memory of Steve H. Wise In memory of Ed Woletz

The Warloski Family Fund Joseph and Janet Badstieber In memory of Ronald Warloski

Ed and Ginny Bartch In memory of Ronald Warloski

Jim and Kathy Bartl In memory of Ronald Warloski

Jack and Leanne Blume In memory of Ronald Warloski

Dick Cable In memory of Ronald Warloski

Duane and Phyllis Hambleton In memory of Ronald Warloski

Roger and Charlene Helgoth In memory of Ronald Warloski

Patty and Jeff Henry In memory of Ronald Warloski

Anne and Robert Kosky In memory of Ronald Warloski

Jeanne and Gregory Peterson In memory of Ronald Warloski

Paul and Alison Peterson In memory of Ronald Warloski

Jack and Lois Postlewaite In memory of Ronald Warloski

Anthony and Grace Rich In memory of Ronald Warloski

Terry and Flo Sheridan In memory of Ronald Warloski

Women’s Giving Circle Karen Eisenbarth In memory of her mother, Bess Rissler

Carol Hubler In memory of Matt Hubler

Ann Kaiser In memory of Doris Draxler In memory of Doris Draxler

Betsy Kell In memory of Elsie Willig In memory of Win Hanson

Maureen Mack In memory of Helen L. Windt

Karen Metzar In memory of Robert “Bob” Metzgar

Joy Motto In memory of Mrs. Anthony Anzalone

18

David T. Bodeau and Family Fund Robert and Lois Bodeau In honor of Donald Bodeau’s birthday

Children’s legacy Endowment Fund Norm and vi Berg In honor of Neil Hanson Gerald and Barbara Berseth In honor of Phil Fey Robert Carr In honor of Andrea Sullivan Bob and Merrelyn Dawson In honor of Phillip Fey and Neil Hanson John and Barbara Dickey In honor of Linda Johnson Eau Claire Indoor Sports Center In honor of all CLL nominees Jeanine Farb In honor of Paula Wainscott Andy and Heidi Fisher In honor of Phillip Fey, Neil Hanson and Bruce Hering Roy and Jan Fuerstenberg In honor of Phillip Fey Betsy McDougall Gibbs In honor of Paula Wainscott Phil and Jan Happe In honor of Phil Fey

Harold and Beverly Hering In honor of Bruce Hering Mary Lou Hoeschen In honor of Linda Johnson Marian Hudson In honor of Andrea Sullivan Lori Johnson In honor of Linda Johnson Karen Kraus In honor of Andrea Sullivan Marv Lansing In honor of Phil Fey Dotty and Roy Lillo In honor of Paula Wainscott Douglas Lundholm In honor of Neil Hanson Gary and Dar Machler In honor of Linda Johnson Anna and Lee Mayer In honor of all CLL honorees James and Karen McCrady In honor of Neil Hanson Carol and Joseph Morin In honor of Bruce Hering and Andrea Sullivan

Kelly Nordstrom In honor of all CLL honorees

Jill Prushiek In honor of Andrea Sullivan

Dennis and Betty Reike In honor of Bruce Hering Kyle Reinke In honor of Bruce Hering Terry and Flo Sheridan In honor of Phil Fey Jessica Schreiner-Donnelly In honor of Phil Fey Noel and Diane Smith In honor of Neil Hanson Rose and Robert Wiechmann In honor of Andrea Sullivan and Paula Wainscott

Circle of Friends Sculpture Fund Betsy Barnes In honor of Susan Bruce’s birthday Sally A. Webb In honor of Katherine Schneider

Clear vision Fund Anonymous In honor of Catherine Emmanuelle and David Jones

Community Fund Gary and Sonya Tourville In honor of Suzanne and Bradley Stuckert

Foundation leaders Fund Susan Bruce In honor of Lorraine Henning Pat and Sue Quinn In honor of Lorraine Henning

“Katharine’s Wish” - Everett/rhoten Family Fund Pam Craker In honor of Katie Michelle Nyman In honor of Lauren Priem Jackie Barstad In honor of Lauren Priem’s 13th Birthday Lisa Fiore In honor of Lauren Priem’s 13th Birthday

larson Family Fund Heidi and Andy Fisher In honor of Dick and Marcia Larson’s anniversary

“let’s Save Granny” Fund Anonymous In honor of Dr. Phillip and Judith Chute

Thomas and Jill Barland Fund Aaron Broderick In honor of Jill and Tom Barland

Page 19: 2012 Annual Report

pAsT cHAIRs

BOARD OF TRusTEEs

Jeff HalloinPat QuinnChair Retired CEOAyres Associates

Jill Barland RetiredHuman Resources ManagementPhillips Plastics Corporation

Jeff halloinPresidentLandmark Company and Landstar Builders

nicole laskerVice President Lasker Jewelers

matt “Bill” BrunnerTreasurerCPA - ShareholderBauman Associates Ltd.

Paul WeinkePast Chair AttorneyWeld, Riley, Prenn & Ricci, S.C.

laura TalleySecretary Senior Vice President,Commercial BankingBMO Harris Bank

Dick Cable1997 - 1999

Jon n. homstad 1999 - 2001

Jack Postlewaite 2001 - 2003

Susan Tietz 2003 - 2005

Dick larson 2005 - 2007

Charles Graaskamp 2007 - 2009

Paul Weinke 2009 - 2011

Jane lokkenVice ChairOf CounselRuder Ware, L.L.S.C.

C. Thomas DowPartnerChippewa Valley Eye Clinic

Charles GrossklausRetired CEO RCU

Dan marketChairman of Board Market & Johnson, Inc.

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

lois KrauseDirector of Accounting Beck Advisory Group

mark Faanes PartnerWipfli LLP

Betsy Kell RetiredCommunity Member

Jim Pinter RetiredCliftonLarsonAllen, LLP

vOLunTEERs AnD sTAFFaudit CommitteeJane Lokken, ChairDavid FrederiksonCharles GraaskampMatt “Bill” BrunnerCommunications CommitteeNicole Lasker, ChairKristina AschenbrennerJill BarlandDuane DingmannMichelle HarrisEmily Hiniker Jane LokkenDevelopment CommitteeJim Pinter, ChairDave AdlerGreg BremerMatt “Bill” BrunnerCraig CarlsonJason CraigLinda DanielsonB.J. FarmerCharles GrossklausGene LaRock

Jack PostlewaitePaul Weinke

Gift acceptanceJane Lokken, ChairTom BarlandMatt “Bill” BrunnerJack PostlewaitePat QuinnPaul Weinke

Grant CommitteeBetsy Kell, ChairTom BarlandDuane DingmannC. Thomas DowMark FaanesJack KaiserNicole LaskerDonnie MagadanceMary Ann MintonKarl MurchJohn SackettMarcia van Beek

investment CommitteeDan Market, Chair

Dave AdlerBetsy BarnesMatt “Bill” BrunnerDuane DingmannB.J. FarmerDavid FrederiksonPhil HappeLois KrauseSteve KristoBuzz Minton

nominating CommitteeJane Lokken, ChairDick CableCharles GraaskampJon HomstadDick LarsonJack PostlewaitePat Quinn Sue TietzPaul Weinke

investment managerMark Orgel Investment Group of RBC Wealth Management

operations CommitteeC. Thomas Dow, ChairSusan BruceMichel SultanSue TietzKen vance

Personnel CommitteePat Quinn, ChairJill BarlandJane LokkenSue Tietz

StaffSue Bornick, Executive DirectorJanet Copeland, Financial SpecialistLaurelyn Wieseman, Grants and Public Relations InternElle McGee, Graphic Design InternLorraine Henning, Grants Coordinator (Retired)

Page 20: 2012 Annual Report

OuR HIsTORyIn 1995, the Hobbs Foundation, which had donated over $5 million to organizations throughout the community for 35 years, gave its final

donation. Following its closure, an Eau Claire couple offered to make a significant gift to the community if a community foundation was in

place. The couple, aware of the value of foundations, wanted to see their gift have an impact on the Eau Claire area through a community

foundation.

In January 1997, the Board of Trustees established a goal of finding 25 individuals by December 31, 1998, to become members of the Society

of Founders. Each member was asked to make an unrestricted commitment of $10,000 (or more), payable over five years. A total of 64

members made pledges totaling more than one million dollars. With this the Eau Claire Community Foundation became a reality and opened

its doors in 1997.

OuR vIsIOnThe Eau Claire Community Foundation will be widely recognized in

the area as the leading community resource promoting philanthropy,

collaboration and innovation, and building endowments.

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.

Annual Report donated in part by Badgerland Printing USA, Inc.

306 South Barstow Street, Suite 104Eau Claire, WI 54701

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