central minnesota community foundation › ... › cmcf_ar_2013.pdfconnections 1 2 annual report...

Central Minnesota Community FoundationANNUAL REPORT 2013

Connections 1 2 Annual Report 2013

====making connections++++

====celebrating++++

The mission of the Central Minnesota Community Foundation is to engage people,

connect resources and build community.

IN 2013, CMCF

Received $10.6 million in new gifts and contributions to nonprofit agency funds along with more than

$3 million in future gift commitments

Added 40 new funds, bringing the total to 580

Awarded more than $5.8 million in grants, including grants from affiliates

Reached $81.5 million in total assets

Highlights 2013

+

When I first came to St. Cloud nearly two decades ago, many people welcomed my family and me to the community. The Foundation was about 10 years old and we had our first generation of board members, many of whom were the founders of the Foundation, cycling off the Foundation Board.

Looking for a way to keep them connected, my wife Brenda and I decided to host a holiday social at our home. I must admit that I was somewhat concerned because I only had a coffee maker that made eight cups. So we went right out and bought a 40-cup coffee maker. Feeling prepared, I recounted the concern I had to Sister Colman O’Connell, who said “That is just wonderful dear, but how much wine do you plan to have?”

Wine? Growing up in a fairly strict Scandinavian household, social gatherings where wine and other spirits were served were not the norm. However, following Sister Colman’s advice, we bought a case of wine. That evening, we ran out of wine and only served one cup of coffee.

Welcome to Stearns County!

This is a story I have told before, but I am sharing it again because in this annual report, we’re focusing on community connections — how we connect with one another and the broader community. As you probably know, understanding different cultures is usually quite important when connecting.

At the Community Foundation, our mission is to engage people, connect resources and build community. At the heart of what we do — and at the heart of any community — are the connections of residents with one another.

In these pages, we focus on those connections and how they make a difference. Sometimes we make these connections at the Community Foundation personally with the donors who look to us to align their passions with their charitable goals. Other times we’re connecting resources in the community by being a catalyst, or a cheerleader for key initiatives to make our community better. By engaging people and connecting resources, we build community.

Understanding cultural or other differences is important as we build connections. Connections are the pathway for reaching our potential — as individuals, as organizations and as a community.

Steve JoulPresident


Board of DirectorsHe used his gifts as long as he

was able. Our community is a better place thanks to Andy Hilger.

Andy Hilger

Andy died this past year at 83, leaving behind an immeasurable legacy because of the many connections he made.

Andy is recognized as a long-time pillar in the community and one of the original founders of the Central Minnesota Community Foundation and the United Way of Central Minnesota. Andy and his wife Carol were among the first individuals to establish a fund at the Community Foundation and serve as an example of connecting passions with charitable giving.

Andy was honored with many awards for his deep-rooted commitment to giving back, including the Alex Didier Award in Philanthropy in 1999 from CMCF.

“I didn’t really know Andy on a personal level until I visited with him about the award,” CMCF President Steve Joul remembers. “In a very personal discussion about his values and his mission of giving back to the community, he talked about the annual spiritual grounding he received through silent retreats he did at the Jesuit retreat house, near

the Twin Cities. It was then he said, ‘You should come along.’“ Steve accepted the invitation. “To know and understand these retreats is to know and understand Andy,” Steve said.

In a quiet and reflective setting, the Jesuits help retreat participants focus on hearing the voice of God in their own lives and discovering the gifts they’ve been given. They believe developing and sharing these gifts is what life is all about.

“Andy certainly knew and understood the wonderful gifts he had been given,” Steve said.

Andy had a deep passion for radio and built a successful business in the industry. He remained philanthropic throughout his career and even donated one of his stations, Spirit 92.9, to the Diocese of St. Cloud. Even after he sold his radio stations to Regent Broadcasting and retired, he launched an all-Catholic AM station, KYES.

“He used his gifts as long as he was able,” Steve said. “Our community is a better place thanks to Andy Hilger.”

FAREWELL, FOUNDER & FRIEND

Every once in a while, we unexpectedly meet that one person who changes the way we look at the world and helps shape our understanding of life. For many, that person was Andy Hilger.

Board of Directors2013 -2014 BOARD MEMBERS(pictured left to right)Brad Wheelock • RBC Wealth Management

Mimi Bitzan, Secretary • Freelance Writer & Communications Consultant

Michelle Meyer • Community Volunteer

Tohow Siyad • Mogadishu Meat and Grocery/NHH Transportation Michael Noonan • Rinke Noonan

Joyce Schlough • Park Industries

Steve Joul, President • Central Minnesota Community Foundation

Dennis Gregory, Chair • Automotive Parts Headquarters, Inc.

Maryanne Mahowald, Vice Chair • Community Volunteer

Colette Carlson, Treasurer • CliftonLarsonAllen

Devinder Malhotra • St. Cloud State University

John Herges • Falcon National Bank

(not pictured)Fred Bursch • Bursch Travel

Keith Finstad • Bremer

Karlo Goerges • Pequot Tool & Manufacturing, Inc.

Steve Linder • Lakeland Broadcasting Company

Steve Windfeldt • Preferred Credit


The Community Priorities collaboration began in 2010 when the Central Minnesota Community Foundation made a small grant to send a group of community leaders to Dubuque to see what had made that small city in Iowa so successful.

The visit led the St. Cloud area community to ignite its own community visioning process in 2011. The Community Foundation partnered with the Initiative Foundation and the St. Cloud Times to lead this process that has identified and tracked key Community Priorities. The partners host regular progress meetings, and in 2013 convened community members to vote on new priorities.

Retain, Expand and Attract BusinessesAdvance regional branding, nurture diverse entrepreneurs and foster university-business partnerships.

Support Student Success Through a Cradle to Career Approach for Education and Workforce DevelopmentLaunch a web talent portal, establish leadership group, address achievement gap and more.

Expand Inclusive Participation and Engagement of People of Color in Community LeadershipFacilitate connections for immigrants and refugees with the broader community.

Enhance Recreational Amenities and Natural ResourcesBuild regional community and/or aquatic center and increase activity of Mississippi River. Invest in Regional Transportation and InfrastructureExpand regional air service, Northstar, I-94 and Wobegon Trail with other trail systems.

Elevate Culture, Arts and “Sense of Place”Connect and enhance downtowns, river and neighborhoods with place-making and public arts. Assist Those Facing PovertyExpand availability and access to affordable housing, mental health, transportation and other critical services.

Support Aging in PlaceAssess and address opportunities and needs for seniors and the aging population.

Learn more of the details of each Priority at CommunityGiving.org/pages/CommunityPriorities88

7

6

5

4

3

1

2

The Central Minnesota Community Foundation, together with the Initiative Foundation, awarded $55,000 in grants this past year to continue to drive progress on some of the Community Priorities voted on by community members. Here’s a look at the grants.

GROW VOLUNTEER PROJECTThe United Way of Central Minnesota received $7,500 to engage 100 new adult volunteers and connect them with at least 100 youth. This effort focuses on developing multi-cultural and multi-generational service opportunities and activities. This grant also supports increasing awareness of Volunteer Central, the central place to learn about local volunteer opportunities. REGIONAL AIR SERVICEThe City of St. Cloud received $7,500 to provide the data analysis and materials needed to entice a carrier to serve central Minnesota and effectively market current air service. CRADLE TO CAREER COLLABORATIVEThe United Way of Central Minnesota received $10,000 to lead a series of efforts for the Cradle to Career collaborative effort. The grant will help establish a talent portal through the Greater St. Cloud Development Corporation, engage 25 underserved youth in internship or career related experiences, establish a long range plan for the Partner for Student Success initiative through the St. Cloud School District, and provide education for child care providers and parents.

CULTURALLY DIVERSE ECONOMYThe Central Minnesota Sustainability Project, as fiscal sponsors for the Collaborative for a Culturally Diverse Economy, received $7,500 to lead a community visioning process that will engage 200 people in forming and launching a plan for an international marketplace with local entrepreneurs.

FOSTERING BUSINESS GROWTHThe Greater St. Cloud Development Corporation received $7,500 for a GIS Planning tool. This tool will make it easy to search for commercial property inventory for business growth and employment enhancement.

DEVELOPING TALENTThe Greater St. Cloud Development Corporation plans to use a $7,500 grant to develop a talent portal to match people’s skills with employment opportunities.

TRAIL MAKINGThe City of St. Cloud received $7,500 to create a St. Cloud Placemaking Plan focused on developing the community’s trail system. This plan aims to support local government entities in the planning of interconnected trail networks that will enhance quality of life across the region.

COMMUNITY PRIORITIES Gain Funding, Make Progress


Legacy SocietyThe Sustainability Project established a

program that enables growers to turn their plots into revenue generating businesses.

Maine Prairie Community Garden

“When you enter the garden, everything else falls away,” said Katrina Pierson, who founded the organization and now serves as chair of the Board of Directors.

It’s that vision that led the Women’s Fund to award the Central Minnesota Sustainability Project with a grant to establish the first garden in 2010. Since then, the Sustainability Project has doubled the size of the Maine Prairie Garden and added a second community garden that together serve 121 gardeners — and their families.

“The garden is flooded with hundreds of people when we first open it in the spring,” Katrina said. “We always have a waiting list. It’s been hard to turn people away.” Plans are underway to add a third community garden.

In addition to providing access to healthy food, the Sustainability Project established a program that enables growers to turn their plots into revenue generating businesses. The Project helps individuals sell

the healthy goods at local farmer’s markets and to local restaurants.

“We are nowhere near realizing the potential of this in this community,” Katrina said. “The demand for our services is more than we’re able to fulfill at this time.”

A new apprentice program, provided in partnership with the Land Stewardship Project, connects gardeners interested in agricultural business with educational programs and farmer mentors. The two apprentices currently in the program are working alongside farmers and developing their own business plans.

“This is where the economic development part of our mission is really coming to life,” Katrina said.Under the leadership of its first executive director, Autumn Brown, the Sustainability Project will launch a pilot for an international market in 2014 to further economic, cultural and social opportunities.

SUSTAINABILITY PROJECT

The well-manicured rows of plants and artful displays created to nurture their growth at the Maine Prairie Community Garden tell a story about people who have come together to not only feed their families or make a living, but also

make connections across cultures, generations and economic status.

8 Annual Report 2013

Learn more at SustainMN.org8

There are those who are able to see the effects of the funds they create during their lifetime and others who create their lasting legacy by including a fund in their estate plans. The Foundation’s Legacy Society recognizes those individuals who have made a provision for a future gift to the Foundation through their will, trust, retirement or life insurance plan — as well as donors who have chosen to receive lifetime income, while providing for a future gift to their favorite causes, through a charitable gift annuity or charitable remainder trust.

The following individuals have agreed to be listed as members of the Legacy Society:

If you have made provisions for a future gift to the Foundation and would like to be listed as a member of the Legacy Society, please contact the Foundation at (320) 253-4380.

Legacy Society

Elaine M. Adams Jack and Janie Amundson Jim and Lois Anderson Dr. Jerome Ballantine† Dorothy† and Norman Barthel Shelly Bauerly Kopel and Scott Kopel John Bauernfeind Ken and Alix Behm Jason K. Bernick Mimi and Dick Bitzan DeWayne Brever Jeanie Brever Fred and Terri Bursch Dr. Luther and Julie Aronson Dehnel Dick Dillon Nancy Ehlen Douglas C. and Gerri Elletson Nancy and Bob Ferche Jack and Eileen GauDennis and Barbara Gregory Brad and Lisa Hanson Jack and Geri Happe Leo T. Henkemeyer Doug and Barb HolzkampPatrick and Rosie Imgrund David Johnson Steve and Brenda Joul Wayne and Diana Knauf Janet and Jim Knoblach Richard and Carol Langdok Dorrie and Scott Larison Chris LeDuc and Adam Whitten Steve Letnes David Light and Laura (Poganski) Light Merlyn and Kathryn Lutter

Gary and Jane Marsden Scott and Mary Kay May Kenneth and Virginia Merrill Louise Muggli Michael and Laura Mullin Ray and Patricia MunsonKenneth and Janet Panger Katherine Pattison Dennis and Karol Ringsmuth Barry and Sandy Ross Melinda and Wayne SandersPatrick F. SawickiRon and Darlene Schaefer Wayne and Juli Schluchter Ron and Irene Schmidt Jane Schuneman Patricia Simpson Michael and Patty Sipe Kevin and Anita Spellacy John† and Mildred Sullivan Marcia Summers Dave and Angela Toeben Ann Torrey Kurr George and Shirley Torrey Theodore and Andrea Truitt Dr. David and Catharine Van Nostrand Bernard and Marlene Vetsch Don and Jan Watkins Brad and Kathy Wheelock Tom and Cathy Williams Tom and Betty Wolterman Jean Wood

† Deceased


Establishing a Fund

Donors can use a variety of assets — from appreciated stock to real estate to cash — to make gifts. They may give to any of the funds listed on the following pages or may establish named funds, either through an Acorn Fund which builds to a minimum of $20,000 before paying out grants, or with a minimum gift of $20,000.

There are nearly as many different kinds of funds at the Community Foundation as there are donors, since each fund may be customized to meet a particular charitable goal. There are, however, several general types of funds that donors may select from when choosing to make a gift to the Community Foundation. Currently the Foundation has more than 580 component funds of the following varieties.

A fund designed to support one or more specifically chosen charities is a designated fund. If a charity changes its mission or type of services, or goes out of business, the Community Foundation directs grants to a similar organization. In this way, the donor supports the organizations he or she chooses, but ensures that the gift will remain relevant over time.

A donor advised fund allows the donor to participate directly in the grantmaking process by making recommendations for grants to specific organizations from the fund. A donor advisor also may work closely with the staff of the Community Foundation to select grant recipients.

When a donor desires to establish a fund for a specified, broad purpose, a field of interest fund is the appropriate choice. Donors with particular issues of concern — children’s services, the environment or helping the poor, for example — may focus their giving by setting up this type of fund. The Community Foundation then makes grants to meet current needs in the specified field.

A donor may establish a scholarship fund to honor a loved one or simply as a way to assist young people with their education.

An unrestricted fund is one of the most flexible ways to give, since it may be used for any purpose approved by the Foundation’s Board of Directors. This fund allows the Community Foundation to identify community needs and award grants designed to address those needs.

agency funds have been established at the Community Foundation by nonprofit organizations who appreciate the Foundation's fund management expertise. Some of the funds are permanent endowments; some act as a reserve fund for the charities.

Establishing a Fund


However, they also wanted to help people right away, so they granted out a portion of the proceeds from their annual Women on Stage fundraiser to support local programs for girls, women in transition and elder women — only setting aside a portion for the future in the endowment.

In June 2013, the Women’s Fund Grants Committee allocated one-half of the Women on Stage proceeds to support local programs; the other half was added to the endowment. With this addition to the endowment, Barb was able to announce, on her last day before retiring as director of donor relations with the Central Minnesota Community Foundation, that the endowment surpassed the $1 million mark.

“While there have been many gracious donors, the money did not just appear; someone had to reach out and ask,” said Melinda Sanders, the new director of donor relations at the Central Minnesota Community Foundation.

“The women behind the Women’s Fund took it upon themselves to organize many successful Women on Stage events to draw attention to the Women’s Fund and gain financial support. They also reached out to nonprofit organizations, encouraging them to see their services through the eyes of girls and women, and to work together with them to develop new ideas and initiatives to help women and girls live their best lives — for generations to come.”

The Women’s Fund focuses on supporting:

wGirls — Developing confident, strong and empowered girls

wWomen in Transition — Building capacity of women experiencing significant change in their lives

wElder Women — Addressing unique issues women face as they age

Over the years, the Women’s Fund has granted over $750,000 to nearly 50 programs in the local community.

Over the years, the Women’s Fund has granted over $750,000 to nearly 50 programs in the local community.

Women's Fund

REACHING $1 MILLION

In 2002, a small group of women led by Barb Carlson created a vision to support the empowerment of women and girls in the community, and to ensure that support continued well beyond their lifetimes. Could they build an endowment

to ensure funding for programs for women and girls that would last forever? They believed so. And they set a goal of $1 million.

Learn more at CommunityGiving.org/pages/WomensFund8


Foundation FundsAGENCYAnderson Family Entrepreneurial Center Endowed FundAnna Marie’s Alliance FundAnna Marie’s Alliance Legacy FundAssumption Home, Inc. FundBig Brothers/Big Sisters FundBoy Scouts of America-Central Minnesota Council FundBoys and Girls Club of Central MN Agency FundBoys and Girls Clubs of Central MN Southside Club Policy Endowment FundCamphill Village Minnesota Endowment FundCasa Guadalupe Fund Cathedral High School Education Foundation FundCatholic Charities FundCentral Minnesota Mental Health Association FundChamber Music Society of St. Cloud Endowment FundCold Spring Area Maennerchor FundDistrict 742 Local Education & Activities Foundation FundEdina Community Foundation FundFather Wilfred Illies Fund for St. Augustine ChurchFriends for Minnesota Academic Excellence Foundation FundFriends of the Library FundGirl Scouts of MN & WI Lakes and Pines Council FundGirl Scouts Campership Fund-MN & WI Lakes & Pines Council FundGrow Great Kids FundHill Museum & Manuscript Library FundIndependence Center, Inc. FundLand Stewardship Project FundMankato Area Foundation FundMiracle League of Central Minnesota FundPaynesville Area Hospital Foundation FundPaynesville Area Hospital Torbenson Family Scholarship FundPregnancy Resource Center FundQuarry Park FundQuarry Park Endowment FundRSVP FundFr. Ed Ramacher Endowment for St. John’s Boys' Choir FundSartell-St. Stephen Education Foundation FundSherburne History Center Donna Eddy FundSt. Augustine Church FundSt. Benedict’s Senior Community FundSt. Cloud Area Family YMCA FundSt. Cloud Christian School Scholarship FundSt. Cloud Hospital FundSt. Cloud Municipal Band Legacy FundSt. Cloud Opportunities FundSt. Cloud Public Library FundSt. Cloud State University Foundation FundSt. Cloud Symphony Orchestra FundSt. John’s Arboretum FundSt. John’s Boys' Choir FundStearns History Museum FundStrengthening Families Fund of Resource Training and SolutionsTalahi Senior Foundation FundUnited Arts FundUnited Way of Central Minnesota Granite FundUnited Way of St. Cloud Area General FundUnited Way/Bertha Lazer FundWhitney Center Planned Giving Fund

DESIGNATEDAmerican Cancer Society-Hope Lodging FundAmerican Cancer Society-Patient Navigation FundAmerican Cancer Society-Prevention and Detection FundAnonymous FundDorothy C. Becker Designated Fund (2)Darwin and Rose Mary Bonn FundClemens and Munsinger Gardens Fund (Flexible)Clemens and Munsinger Gardens Endowed Fund Dr. Luther and K. Julianne Aronson Dehnel Legacy FundAnn and Alex Didier Family FundMark and Kim Doman Endowed FundDrug Awareness Resistance Education FundMaxine Barnett Fund for Anna Marie'sRay and Lois Fredrickson FundLawrence and Florence Gill FundThe Andy and Carol Hilger Priests’ Retirement FundRev. Wilfred. A. Illies Memorial Lecture FundKatie Kutz Drumline Endowment FundLake George Endowed FundMargaret (Peggy) Noonan Faerber Great River Regional Library FundBette Pollreis Memorial FundRasmussen Family Fairness in Journalism FundKimberly Ann Ritsche Memorial FundSouthside Boys and Girls Club Endowment FundSt. John’s Episcopal Church Fund Established by Rita BartlettR. Lawrence Thienes FundPhilip J. Thometz FundIrene T. Walsh Endowment Fund for Cathedral High SchoolJoseph and Teresa Zeleny Fund

DONOR ADVISEDScott and Katherine Adams Family FundAmosson Carlson Family FundJack and Janie Amundson Family FundDean and Gail Anderson FundHarold E. Anderson and Jeanette J. Anderson Family FundJames L. and Lois A. Anderson Family FundJeanette J. Anderson Family FundJim Anderson Family FundN. J. Anderson FundRollie Anderson Family FundScott and Myndee Anderson Family FundBarbara Anderson-Fanslau Family FundAnonymous Advised Fund (6)Antioch-Creative Memories FundGilroy and Virginia Arvig Family FundJohn and Nancy Bartlett Family FundCynthia Bauerly FundDavid L. and Jean C. Bauerly FundElaine Pouliot Bauerly Education FundJerry and Elaine Bauerly Family FundBauerly Kopel Family FundMichael and Sharon Bauerly Family FundRick and Helga Bauerly Family FundDorothy C. Becker FundPaul and Maria Heymans Becker FundBernick Family Foundation FundJason K. Bernick FundBerscheid Family FundDick and Mimi Bitzan Family FundMaria V. Peters Bodette and John Bodette FundBondhus Donor Advised FundBreer Family FundDr. Frank T. and Alice Brown FundBugbee Family Charitable Fund

Central MN Society for Human Resource Management FundJohn and Cindy Clemens FundWilliam and Virginia Clemens Family FundCharlie Clour and Veronica Olivia-Clour FundRobert and Veronica Coborn Family FundThe Coborn Family FundThe Cody Foundation FundCommon Saints FundCommunity Health and Wellness Initiatives FundDoman Family FundRoger and Betty Duininck Family FundDumore FundGale J. and Barbara R. Eastwood FundCharles Ehlen FundNancy Ehlen FundChristopher Eibensteiner and Scott Eibensteiner Memorial FundDouglas C. and Gerri Elletson Family FundBob and Nancy Ferche Family FundEarl and Dorotha Foster Memorial FundGermick Foundation FundGlenn Family FundDale and Elvis Grau Family FundGreater Minnesota Fight for a Cure FundBarbara and Dennis Gregory Family FundJanet and Tom Grones FundJames and Pauline Hall Family FundFather Lloyd Haupt FundLarry Haws Family FundHedlund and Arntson Family FundRalph and Odette Hedlund Family FundHelgeson Family FundBob and Lois Helland FundLeo T. Henkemeyer FundAndy and Carol Hilger Family FundHilger Children’s FundJohn Hilger FundKevin and Teresa Hilger FundRochelle Hilger Byers FundLeon Hinnenkamp Memorial FundDavid Hodnefield Memorial FundHoefflin/Morris FundFred and Valeria Hughes Family FundJohnson-Moore FundJoul Family FundGalen and Bonnie Kabe FundMike and Joni Karl Family FundTom Keating Foundation FundEarl and Rhita Keskey Family FundKleinjan Family FundKevin and Amy Kluesner FundJim and Janet Knoblach FundHenry J. and Victoria R. Kohorst Family FundBob and Mary Kovell FundMark and Kathleen Krebsbach Family FundRichard and Carol Langdok Family FundSteve and Peggy Laraway Family FundMary Jane and James Lauerman Family FundJohn and Arlene Leisen Family FundDouglas and Taimi Liepert FundDavid Light and Laura (Poganski) Light Legacy FundCheryl Lightle/Wade Skaja FundLittle Falls Exchange Club FundLeo and Luella Louis Family FundPat Lynch FundDave and Geri Marquardt Family FundMathew Hall Lumber Foundation Fund Jean Matzke Memorial Fund for the ArtsScott and Mary Kay May Family FundMichael J. and Gail T. McCarty Fund McKenna Family Fund Gordy and Michelle Meyer Flexible FundDan and Susan Miller Family FundMiller Family Fund

The Moran Family FundMotley American Legion FundMrs. K’s St. Elizabeth Ann Seton Education FundLouise M. Muggli Donor Advised FundBrian and Karla Myres Family FundNoon Optimist Club FundJudith N. Noonan Advised FundJamie and Marty O’Link Donor Advised FundMaurice and Pearl O’Link Charitable FundOptimist Club of St. Cloud FundJerry and Carole Otto Family FundHarlan and Jeraldean Palm Family FundKenneth J. and Janet A. Panger Family Foundation FundPark Industries FundKatherine H. Pattison FundJustin Pearson Foundation FundKenzie and Mary Ann Phelps FundJim and Denise Potter Family FundRays of Hope Memorial FundDennis and Karol Ringsmuth FundJon A. and Delores J. Roeder FundMichael and Laurie Sattler FundPatrick F. Sawicki FundWayne and Juli Schluchter FundRon and Irene Schmidt Family FundGlenn and Sharon Scuteri FundBob and Sandy Sexton Foundation FundShareholder FundNorman C. Skalicky Foundation FundJohn V. and Jacquelyn J. Smith Family FundSoleim Chirhart FundSomody Family FundSpellacy Family FundSt. Cloud Granite Rotary FundStarfish Children’s Charities FundSy and Sons, Inc. Donor Advised FundJoan and Warren Teigen Family FundAnn and Mark Thelen FundPaul and Kimberly Thompson FundJerry and Sue Thoreen FundBob and JoAnn Thueringer Family Fund Michael and Ann Tighe Family FundJoyce and Tony Tillemans FundDavid and Molly Tomsche FundTorbenson Family FundLee and Mary Torborg Family FundGeorge and Shirley Torrey Advised FundTheodore and Andrea Truitt FundHoward Uhlhorn Memorial FundVenture Allies FundVeterans of Foreign Wars-Post 428 FundDale and Karen Victor Family FundDon and Joan Volkmuth Family FundJohn and Mary Weitzel FundWells Fargo Bank Minnesota Central Advised FundJanet and Tim Wensman Family FundDavid and Molly Werschay FundBrad and Kathy Wheelock Family FundBob and Penny White FundScott and Joan Wilcox Family FundJulianne Williams FundJulianne Williams Fund-EndowedWJON Tri-Centennial FundWojtanowicz Family FundJames J. Wolf Family Foundation for Animals FundJohn Zapp FundZaun Family Fund

FIELD OF INTERESTArtWORKS FundAWARE Fund to Deter ViolenceBarbara Carlson Fund for Women and ChildrenBarden Park Preservation FundBig Woods FundRaymond and Shirley Birr FundBuilding It Together FundCentral Minnesota Helps FundCommunity Priorities FundCreate CommUNITY FundDowntown Kiwanis Club FundEmerging Leaders Endowment FundEmerging Leaders FundEmerging Leaders Library FundFoley Area Foundation FundFoley Area Foundation Endowment FundFriends of Benton County Parks and Trails FundFriends of Aviation FundFund for the ArtsFund for Global WomenGeneral Pass Through FundGlobal War on Terrorism Veterans Memorial FundGold’n Plump Poultry Inc. FundGood Samaritan Endowment FundGood Samaritan Fund-Helen LiljedahlGood Samaritan Fund IIGrace Fund of the Starfish ProgramKatie’s Club FundLake George Revitalization Project FundLeave a Legacy-Central Minnesota FundNordic Ski Club of Central Minnesota FundPaynesville Area Community Foundation FundPaynesville Masonic Lodge 71 FundThomas A. Ritsche Fund for YouthRiver Partnership of Community Foundations FundROCORI Trail FundGordon Rosenmeier FundThe Rural Poverty FundSartell Senior Connection FundJerry and Shirley Setten Family FundSt. Cloud Youth Activities FundThe Starfish FundVirtues Project FundWells Fargo Arts FundWobegon Trail to the Mississippi FundWomen’s Flexible FundWomen’s Fund Zapp Bank Fund

SCHOLARSHIPS137072 FundHarold and Jeanette Anderson Scholarship Fund of the St. Cloud Christian SchoolLeo and Agnes Bauerly Memorial Scholarship FundBarb Bemis Happe Scholarship FundMikayla C. Boerger Memorial Scholarship FundMarie, Malcolm and Harvey Bren Scholarship FundBrenny Scholarship FundMark Brossoit Scholarship FundCindy Brunette Memorial Scholarship FundAdelle and Martin Burrus Scholarship FundArthur A. Cater Scholarship Fund for St. Cloud Technical CollegeBill and Joyce Coborn Memorial Scholarship FundEdgar Coryell, Clara Coryell, Grace Walls and Richard Walls Scholarship FundTony and Elsie Dingmann Fund

Eden Valley American Legion Scholarship FundEden Valley Lions Scholarship FundEden Valley-Watkins Area Foundation FundEden Valley-Watkins Student Council Scholarship FundElfstrom Browne Community Scholarship FundMaxine Fasen and Gary Fasen Memorial Art Scholarship FundFoley Area Lions Scholarship FundDan Fouquette Scholarship Fund-St. Cloud National Bank FundTerry R. Fox Scholarship FundPhilip L. Halenbeck Scholarship Fund IPhilip L. Halenbeck Scholarship Fund IIJulie Ann Hanson Scholarship FundArlene Helgeson Scholarship FundAndy and Carol Hilger Pro-Life Scholarship FundPaul Edward Host Memorial Scholarship FundGeorge Kinney and Eilleene Kinney Scholarship FundBrian Klinefelter Family Scholarship FundBrian Klinefelter Scholarship FundKurt Langer Memorial Scholarship FundEvelyn Lenander Education FundMiller Architects and Builders Industry Scholarship FundErnest Morgan Memorial Scholarship FundBurton Olson Scholarship FundTom Pierce Memorial Optimist Scholarship FundDick and Dorothy Putz Scholarship FundBill Rasmussen Memorial Scholarship FundRocori Dollars for Scholars FundAaron Rollins and Seth Bartell Memorial Scholarship FundEd Sauer Memorial Scholarship FundCraig Schafer Scholarship FundDonald B Schlangen Memorial Scholarship FundSeeman Family FundJohn C. Seivert Memorial FundDr. “Eddy” Silker Scholarship FundStephanie Smith Science Scholarship FundState Bank of Richmond FundSvihel-Schaefer Scholarship FundTheisen Family Nursing Scholarship FundDavid Torrey Memorial Scholarship FundGeorge and Shirley Torrey Nursing Scholarship FundTorrey SCTCC Business Scholarship FundTorrey SCTCC Nursing Scholarship FundVeterans of Foreign War Post 2816-Isle FundWilliam and Mae Virant Scholarship FundIrene T. Walsh Scholarship FundWat-Kim-Valley VFW Post #5460 Scholarship FundWomen’s Fund Scholarship FundSeveryn and Irene Youso Scholarship FundCindy Zillmer Memorial Scholarship Fund

UNRESTRICTEDBrownson Family FundBush Foundation FundCentral Minnesota Administrative Endowment FundCentral Minnesota General FundEhlen Directors FundHughes Mathews P.A. FundSev and Ruth Koop FundQuinlivan and Hughes FundRichard Quinlivan Directors FundRocori Area General FundRobert J. Sullivan Advised FundDennis Watkins Fund

Indicates a new fund for the fiscal year 2012-2013.


The Central Minnesota Community Foundation celebrates the generosity of the community and recognizes individuals who have fostered passion and vision for philanthropy through its annual awards.

AWARD RECIPIENTS 2013

Hear what their grandchildren have to say at Communitygiving.org/pages/JerryandElaineBauerly8

Chris Shorbaprofessional award in philanthropyAs a child, Chris Shorba would create extensive sketches of everything from submarines to golf courses, signing and dating each one, wondering if some day they would end up in an art museum. That fondness for art led Chris to be among the community’s top advocates for arts programs and activities.

“He has given the best of his abilities and talents to make this community better, especially in the area of the arts,” said Mimi Bitzan, member of the CMCF Board of Directors. Chris has served as the chair of the United Arts Board and as a fundraiser for the area’s leading organizations. “He often asks, ‘What more can I give?’ and I always answer him that we’re only asking for an arm and a legacy, and Chris has given us both,” said Cindy Hawker, executive director of United Arts of Central Minnesota.

Chris transformed a passion for the arts into a way of giving back. Volunteering is not an extracurricular activity for Chris. It’s a way of life. Just in the past few years, he has also served in leadership roles on the CentraCare Health Foundation Board and Central Minnesota Transportation Alliance. He brought that commitment to community service to his work as a certified public accountant at KDV for over two decades, inspiring both his colleagues and clients to give back. “He doesn’t just volunteer,” said Loren Viere, managing partner at KDV. “He jumps in and becomes very active.”

Barb Carlsonpresident’s awardBarb Carlson came to the Central Minnesota Community Foundation excited that she would be able to serve not just one nonprofit in this community, but virtually every organization.

“Barb has a unique ability to connect with individuals,” CMCF President Steve Joul said. “In making those connections, she brought out the best in people so they could see what a difference they could make with their lives and in the lives of others.”

Barb brought a passion for issues that face women and girls to CMCF and created the vision for the Women’s Fund in St. Cloud. Barb’s leadership has been instrumental in growing CMCF and developing

Watch Chris’ video story at Communitygiving.org/pages/ChrisShorba8

Jerry and Elaine Bauerlyalex didier award in philanthropyFor Jerry and Elaine Bauerly, it is not enough for them to be generous with what they have been given. They also want to instill that same value in their children and grandchildren.

It’s in that spirit that weeks before Christmas, Elaine provided each of her grandchildren $150 and directed them to give it away — in any way they wished as long as it helped an individual or organization in need. “There’s a certain magic in giving,” Elaine said.

On Christmas, each of their grandchildren shared how they had blessed others with the dollars they had been given. They shared the lessons they learned — and their joy of giving left Elaine in tears.

“It doesn’t take long to see that they live out their values and their spirit of philanthropy in the way they raised their family and encourage their grandchildren. They are a model for the community,” said Maryanne Mahowald, vice-chair of the CMCF Board of Directors and former chair of the Women’s Fund Advisory Board.

Jerry and Elaine have given a tremendous amount of their personal time, talent and treasure to this community and have been instrumental in many local causes. The couple would do just about anything to help this community — even open their rural Sauk Rapids home to 900 people for a fundraiser. Their dedication and hospitality propelled Women on Stage to a new level and helped the event raise more than $1 million for local programs that empower women and girls through the Women’s Fund.

But nothing means more to them than passing on a family tradition of giving back and helping others to their three grown children, Shelly, Rick and Dena, and to their grandchildren.

“When you put them all together, the impact of the Bauerlys just has tentacles that go out all over the place and it will last for a long time,” said Barb Carlson, recently retired CMCF director of donor relations.

cont'd


====grantmaking overview++++

1322grants

Grantmaking connects those who give and those who need. It is the primary way that Foundation donors make the community stronger. Throughout the past year, many lives were enriched through 1,322 grants dispersed to hundreds of local, state and national charities — serving a wide range of needs.

w Animals and animal welfare.

w Arts and Culture to promote creativity.

w Civic Affairs and Religious Organizations to strengthen and revitalize communities, the spirit and the mind.

w Diversity to recognize and appreciate people of diverse backgrounds.

w Education and Scholarships to provide opportunities and foster new learning programs.

w Health and Human Services to address everything from growing elder care needs and hunger to housing and child care issues.

w Youth to foster self-esteem and empower tomorrow’s leaders.

– Animals $37,555 • [.6%]

– Arts & Culture $124,859 • [2.1%]

– Civic Affairs $459,306 • [7.8%]

– Diversity $18,829 • [.3%]

– Education $669,431 • [11.4%]

– Health $851,618 • [14.5%]

– Human Services $809,849 • [13.8%]

– Religious Organizations $2,084,340 • [35.5%]

– Scholarships $306,770 • [5.2%]

– Youth $439,345 • [7.5%]

– Miscellaneous $73,279 • [1.3%]

1,322 TOTAL GRANTS AWARDED • $5,875,181

affiliates and other Women’s Funds. “She believes deeply in the value and potential of giving back,” Steve said, “and she did it day in and day out, in big ways and in small ways.”

Barb gave people the opportunity to see community needs, connected them with causes and helped them experience making a difference. It was not simply her job as a director of donor relations. It was her purpose in life.

“Giving of anything — of your time, of your talent, of your passion, of your energy, of your resources — is what makes living worthwhile,” Barb said.

Maxine Barnettathena awardFew have made as great of an impact on women’s issues in this community as Maxine Barnett. For more than three decades, she dedicated herself to improving the health, welfare and rights of battered women and their children.

A fighter and a friend, Maxine not only raised awareness about domestic violence, but she also developed solutions that are changing and saving lives. “Maxine’s example has been something for individuals from all walks of life to emulate,” said Molly Renslow, 2012 ATHENA Award recipient.

Maxine took Anna Marie’s Alliance from a small safe house to a progressive shelter with one of the most extensive set of wraparound services for women and children in the nation. “Maxine’s contributions to the women and children of our community are enormous,” said Barb Carlson, 2004 ATHENA Award recipient. “They range from providing simple safety to setting standards for relationship behavior to educating police officers to challenging the criminal justice system.”

Maxine retired in 2013 after 33 years as executive director of Anna Marie’s. “She has saved lives and she has taught others to save lives,” said Johanna Klinkner, a former Anna Marie’s client and longtime advocate at the shelter.

To further honor Maxine, the Women’s Fund renamed an education fund as the Maxine Barnett Fund for Anna Marie’s. The fund, established in 2006, provides educational support for clients at Anna Marie’s to foster independence.

AWARD RECIPIENTS 2013 cont'd

View a video on Barb’s story at Communitygiving.org/pages/BarbCarlson8

Hear more of Maxine’s story at Communitygiving.org/pages/MaxineBarnett8


The couple recently created a donor advised fund with the Community Foundation to make the most of the tax advantages of giving appreciated securities.

Rick and Sandy Paulsen

GIVING STARTS IN ALEXANDRIA

For Rick and Sandy Paulsen, giving back starts close to home. The couple’s charitable giving has grown out of the connections they have made professionally and personally since moving from southern Minnesota to

Alexandria in 1981.

Some of their favorite local charities include Minnesota Lakes Maritime Museum and Gardens (where Rick serves as treasurer), United Way of Douglas & Pope Counties, Habitat for Humanity, Lakes Area Humane Society and Calvary Lutheran Church.

The couple recently created a donor advised fund with the Community Foundation to make the most of the tax advantages of giving appreciated securities. “We found the Alexandria Area Community Foundation to be a convenient organization to work with, and the fund will help ensure our giving can continue into the future,” Rick said.

While starting locally, the Paulsens’ giving doesn’t end there. Other favorite causes include Minnesota Adult & Teen Challenge, World Vision and the Rotary Foundation. Sandy plans to travel to Guatemala on a service trip with Rotary and Common Hope.

“It’s about helping people out and making a difference in people’s lives.

And, that’s very personally satisfying,” Sandy said about their philanthropy and her service as vice president of the Douglas County Hospital Auxiliary.

Their giving also goes beyond helping just people. Sandy is moved by the work the Humane Society performs, and Rick has a passion for wildlife habitat preservation and restoration. He is a loyal supporter of Ducks Unlimited, Delta Waterfowl and Pheasants Forever, and he currently serves as the treasurer of the Pioneer Heritage Conservation Trust.

The Paulsens restored some of their own land to wetlands and natural prairie, and established a permanent conservation easement to preserve it for generations to come.

“People have to give from the heart,” Rick said. “When you make a donation and know the charity will be a good steward, you should feel good.”

MISSIONThe mission of the Alexandria Area Community Foundation is to engage people, connect resources and build community.

Grants Since Founding$334,415

Total Assets$1,077,663

2013 - 2014 BoardJeff Restad • ChairDave Vagle • Vice ChairDoug Houska • TreasurerNancy Klepetka • SecretaryFred BurschBill FlaigMelissa HovenPaula JacksonKelly JenzenLoren LiesemeyerBruce PohligSally Smith

Judy RadilFoundation Assistant

LEGACY SOCIETY (see page 8)Fred and Terri Bursch Wayne and Diana Knauf

FOUNDATION FUNDSDESIGNATED Bill and Helena Gleeson Book Fund

DONOR ADVISED Fred and Terri Bursch Charitable FundDel and Cathy Kirkeby FundLoren and Kathryn Liesemeyer Foundation FundRick and Sandy Paulsen Family Fund

UNRESTRICTED Alexandria Area Administrative Endowment FundAlexandria Area General FundAlexandria Area Unrestricted Endowment Fund

Founded in 1992, the Alexandria Area Community Foundation began its affiliation partnership with the Central Minnesota Community Foundation in 2011.

ALEXANDRIA AREACOMMUNITY FOUNDATION

DIFFERENCE MAKER GRANTS The Alexandria Area Community Foundation awarded $80,000 in Difference Maker Grants in 2013 to the Alexandria Area Arts Association and the United Way of Douglas & Pope Counties.

"These grants are designed to bring about lasting, positive change in the Alexandria area community," said Dave Vagle, chair of the Community Programs Committee and vice chair of the AACF board. "It's the desire of the Community Foundation to not only provide financial support, but also leadership and connections to advance these two important community causes."

The 2013 grants support: wThe Alexandria Area Arts Association for building renovations to house growing educational and outreach programs and performance groups.

wUnited Way for House Keys, a new program developed to provide safe and sustainable housing for families and individuals experiencing homelessness in Douglas County.

AACF started the Difference Maker Grant program in 2012 and received nearly $1.3 million in requests in the past year. The grants were made possible by the AACF endowment and a grant from the Otto Bremer Foundation.

Read more at AlexandriaFoundation.org8



Whether through education, innovation in energy sources, or philanthropy, the Hunts have been game

changers, and the community has been the beneficiary.

Lynn and Paul Hunt

BUILDING COMMUNITY CAPITAL

Lynn and Paul Hunt talk about success like a musician credits the band. “It’s a symphony,” Lynn said. “We could never do it alone. We can play our part, but we need others, sometimes in harmony and sometimes to counter our ideas

and make us better. I thank every one of them for being there.”

The Brainerd Lakes Area Community Foundation recognized Paul and Lynn Hunt with the 2013 Award in Philanthropy as BLACF celebrated its 15th anniversary.

Lynn and Paul most recently founded Hunt Utilities Group, a coalition of minds focusing on research and development of alternative energies as well as ways to save energy. They simultaneously started Happy Dancing Turtle, a nonprofit group centered on environmental education.

To Paul, philanthropy is much more than money. The giving of time is equally important. “Not everyone is blessed with the kind of success that allows them to give money,” he said. “But all of us have something equally as valuable — our time. Where would our organizations be without volunteers?”

When it comes to giving, the Hunts credit their parents for a sense of generosity and a belief that it is important to give back to the community. Neither came from a privileged background. Just the

opposite. Paul remembers counting tator tots at dinner to make sure everyone got their fair share.

“I know what it is like to go without,” Lynn said. “I know what it is to be hungry as a child. I know what it feels like to be lonely and call the crisis line as a teen looking for someone to talk to.”

Lynn received an unexpected scholarship while at Central Lakes College. It made the difference between staying in school or not. She went on to earn a Bachelor Degree in Business Management from Concordia College, and then an MBA from the Carlson School of Management at the University of Minnesota.

One of the core areas of the couple's philanthropy is education. “If you want to change someone’s life, education is a game changer,” Lynn said.

Whether it was through education, innovation in energy sources, or philanthropy, the Hunts have been game changers, and the community has been the beneficiary.

Read more of their story at CommunityGiving.org/Brainerd8

MISSIONThe mission of the Brainerd Lakes Area Community Foundation is to engage people, connect resources and build community.

Grants Since Founding$2,515,098


2013 - 2014 BoardJim Roelofs • ChairLinda S. Hanson • Vice ChairChris Gross • TreasurerRay Charpentier • SecretaryTom AndersonRuth GmeinderKarlo GoergesMary JetlandBuford JohnsonTom ReekJanelle RileyMark RonneiChris RuttgerBob Sweeney

Bill BrekkenFoundation Director

Jenny HolmesFoundation Coordinator

LEGACY SOCIETY (see page 8)Dorothy† and Norman Barthel Kenneth and Virginia Merrill Ron and Darlene Schaefer John† and Mildred Sullivan

† Deceased

FOUNDATION FUNDSAGENCYBrainerd Family YMCA Foundation FundBrainerd Public Schools Foundation Fund Camilla Tomson Fund for Advocates Against Domestic Abuse Camp Confidence Endowment Fund Kinship Partners Endowment Fund Lakes Area Pregnancy Support Center FundLakes Area Senior Center Endowment Flexible FundLutheran Church of the Cross Endowment Fund Paul Bunyan Scenic Byway Fund Ski Gull Fund

DESIGNATED Camp Lake Placid Maintenance Fund CRMC Charitable FundFriends of Greenwood Cemetery FundFriends of Nisswa Lake Park Fund Heritage Assembly of God Children’s Ministry Fund Heritage Assembly of God Youth Maintenance Fund

DONOR ADVISED Thomas and Beth Anderson Family Fund The Annabelle Fund Douglas Arndt Fund Bergin Family FundBrekken Family Fund Chris and Amber Close Family Fund Jean Collins Fund Michael Converse Memorial Fund Robert J. and LaVonne Danzl Family Fund Diamond Trust Fund The Erickson Family Fund GEMA Fund Gustafson Family Foundation Fund Hall Family Fund The Hannah Charity Fund Linda S. Hanson Family Fund The Hostas Fund Hunt Family Fund JMJF Fund Joshua Fund Ronald E. and Doris M. Juhl Family Fund Kathleen Kubat Jasperson Foundation for Neglected Girls and Women Fund

Lakeland Mold Charitable Fund Gracie Lee FundRoger and Judy Lykins Family Fund Charles McQuinn Memorial FundPerson Family Fund Pike Family Fund Tom and Nancy Reek Family FundRoberts Family Fund Roelofs Family FundRon and Darlene Schaefer Family Fund John Schaubach FundCharles and Jan Sheets FundJohn and Darlene Sullivan Fund The Sweeney Family Fund

FIELD OF INTEREST Brainerd Women’s Fund Crow Wing County Drug and Sobriety Court FundKatherine Helen Erickson Jacob Church of Thor Building Preservation FundKatherine Helen Erickson Jacob Saron Cemetery FundLakes Area Music Festival FundLakes Area Recovery and Sobriety FundNisswa Enhanced Reading Fund Ruttger’s Enhanced School Reading Fund Spirit of Hope Fund

PLANNED GIFTS John and Marcia Turcotte Charitable Annuity Fund

SCHOLARSHIP Garrison Area Scholarship FundReverend Waldo and Bea Trask Scholarship Fund General John and Avis Vessey Mathematics, Science,and Engineering Scholarship Fund for Onamia High School General John and Avis Vessey Scholarship Fund at Central Lakes College

UNRESTRICTED Irma Anderson Fund Brainerd Lakes Administrative Endowment Fund Brainerd Lakes General Fund Brainerd Lakes Unrestricted Endowment Fund ICL Fund

Founded in 1998, the Brainerd Lakes Area Community Foundation is an affiliate partner of the Central Minnesota Community Foundation.

BRAINERD LAKES AREACOMMUNITY FOUNDATION



The couple leads through example, giving extensive time, energy, expertise and financial

resources to many local nonprofits.

Dr. Lachlan and the Honorable Kathryn Smith

PROFESSIONS TO PASSIONS

Although they both hold high profile positions in the Willmar-area community, Dr. Lachlan and the Honorable Kathryn Smith are recognized for their quiet leadership through service and a desire to reflect credit to others.

The couple leads through example, giving extensive time, energy, expertise and financial resources to many local nonprofits. For that, the Willmar Area Community Foundation recognized them with the 2013 Award in Philanthropy.

Lach grew up in Ames, Iowa, went to medical school at the University of Iowa and completed his residency at Valley Medical Center in Fresno, California. He now specializes in Obstetrics and Gynecology at the Affiliated Community Medical Centers in Willmar.

Kit graduated from Edina High School. She received degrees from Iowa State University and the University of Iowa and attended law school at William Mitchell College of Law in St. Paul. She worked with

the Schmidt, Thompson, Johnson and Moody law firm in Willmar before being appointed district court judge in 1997.

Kit served as lead judge for the Kandiyohi County Children’s Justice Initiative. She chaired the Minnesota Supreme Court’s Juvenile Delinquency Rules Committee and served on the Court’s Racial Fairness Committee, Committee for Equality and Justice and the state’s Juvenile Justice Advisory Committee.

Lach and Kit have lived in the Willmar area since 1981, where they raised their two sons, Will and Ben. The couple has a long history of serving in leadership roles for a variety of nonprofits in the community and being a part of positive change and growth.

Read more at CommunityGiving.org/Willmar8

MISSIONThe Willmar Area Community Foundation seeks to attract and distribute charitable fundsin efforts that enhance the quality of life of residents in our area.

Grants Since Founding$3,400,864


2013 - 2014 BoardPastor Tim Larson • ChairPaula Bredberg • Vice ChairMatt Schrupp • TreasurerDiane Shuck • SecretaryRoger DeuthJoel GratzSarah KlaassenSteve LinderJohn LindstromLeo MartinezDennis PetersonRolf PetersonMohamed SayidTerry ToneArlys Winkelman

Sara CarlsonExecutive Director

Nancy JohnsonFoundation Coordinator

LEGACY SOCIETY (see page 8)Elaine M. Adams Ken and Alix Behm David Johnson

FOUNDATION FUNDSAGENCYCardinal Pride Fund Friends of Willmar Public Library Fund Kandiyohi County Area Family YMCA Flexible Fund Kandiyohi County Area Family YMCA Fund New London/Spicer Educational Foundation Endowment FundOok Book Account Fund Marv Otto Immanuel Lutheran Endowment Fund Safe Avenues Operating Reserve FundSafe Avenues Building Reserve FundWillmar Area Food Shelf Fund

DESIGNATED Lewis T. and Viola Ness Ausherman Foundation Marvin Otto Foundation Fund Lorraine Rohlik Endowment Fund

DONOR ADVISED Elaine Adams Donor Advised FundDan Baker Foundation FundGordon and Betty Behm Donor Advised Fund Kenneth and Alix Behm Donor Advised Fund Kenneth and Alix Behm Family Fund Marvin and Luella Behm Family Fund McGrath Family FundMyron and Myra Behm Donor Advised Fund Lois Ellinger Fund Reynold W. and Eleanor D. Larson Fund Steve and Nancy Linder Donor Advised Fund McGrath Family Donor Advised FundAaron Schueler Memorial Fund Willmar Electric Foundation Fund

FIELD OF INTEREST Digital Synergy Robotics FundMarvin and Gladys Otto Foundation Rice Hospital Fund Speak Your Peace of Willmar Fund Willmar Arts Fund Willmar Good Samaritan Fund Willmar Foundation Builders FundWillmar Technology and Education FundWillmar Women’s Fund Willmar Women's Flexible Fund

PLANNED GIFTS Dorothy Meili Charitable Gift Annuity Fund (2) Elaine Adams Charitable Gift Annuity Fund

SCHOLARSHIP Adams Family Scholarship Fund Harold E. Bjur Fund Virginia Grussendorf Memorial Scholarship Fund Dr. Austin and Muriel McCarthy Family Scholarship Fund Marv Otto Scholarship Fund Josh Palke Scholarship Fund

UNRESTRICTED Joe and Alice C. Cox FundMuriel P. Haat Fund Lawrence W. and Teckla Lindquist Fund Willmar Area Administrative Endowment Fund Willmar Area General Fund Willmar Area Unrestricted Endowment FundWillmar Capital Builders Fund


Founded in 1998, the Willmar Area Community Foundation is an affiliate partnerof the Central Minnesota Community Foundation.

WILLMAR AREACOMMUNITY FOUNDATION

COMMUNITY BUILDER AWARDS The Willmar Area Community Foundation recognized two organizations building community:

The Otto Bremer Foundation provided the initial grant in 1998 to help establish the Willmar Area Community Foundation. The Bremer Foundation has awarded more than $406 million in the communities it serves since its inception in 1961.

Bremer Bank in Willmar strives to help build healthy, vibrant communities. A significant partner with the nonprofits, businesses, organizations and donors in our area, Bremer Bank in Willmar shares its exceptional employee-volunteer resources to positively impact communities throughout the region.


They came with what felt like a few nickels 30 years ago and created a legacy of giving back in big and small ways.

Janet and Tom Grones

With a young family at home, the couple seized teachable moments with their children. During Lent, they did not simply fill the rice boxes they received with spare change. The family ate only rice for one dinner each week and put what it would have cost to eat their regular meal in the collection box for world missions.

“To have a big heart, it has to be nourished,” Janet said. “It doesn’t grow on its own.”

The couple took a big step in the spring of 2013 when they sold their majority ownership in GeoComm, Inc. to Granite Equity, a St. Cloud-based private equity firm focused on local ownership.

Trained as a paramedic and having led the Stearns County emergency services department, Tom started GeoComm to help people in their time of greatest need. He imagined better systems for emergency response. Under Tom and Janet’s leadership, GeoComm grew to serve more than 12,000 dispatchers in 800 emergency 911 call centers, helping to keep more than 84 million people safe.

The business sale created an opportunity for the couple to enhance their philanthropy. By giving company stock to a donor advised fund at the Foundation before the sale, Tom and Janet leveraged tax benefits that will allow them to do more to support their favorite causes.

Much of the couple’s philanthropy is focused on meeting people’s basic needs so that everyone has a chance to be successful. “There, but for the grace of God, go I,” Janet said. They are also interested in civic projects like parks and historical restoration, which help make the community a great place to live.

“In a very real sense, the community had a heart and reached out to us,” Tom said remembering the couple’s humble beginnings. Their fund at the Foundation was a way for them to return the favor. “It is part of what you do,” Tom said. “You give back to the broader community.”

SALE PROVIDES OPPORTUNITY

Tom and Janet Grones made a connection early on in the central Minnesota community. They came with what felt like a few nickels 30 years ago and created a legacy of giving back in big and small ways.

Philanthropy

Gifts to the campaign directly support the Foundation’s work to raise the tide of resourcesavailable for all the needs in our community and to help those resources go further.

Campaign for PhilanthropyCONTRIBUTIONS FROM JULY 1, 2012 THROUGH JUNE 30, 2013


$5,000+Nancy Ehlen FundNetgainGeorge and Shirley Torrey

$2,500+Jim and Lois AndersonDorothy Becker Designated Fund IIIKarlo and Sue Goerges/Pequot Tool & Manufacturing, Inc.Steve and Brenda JoulBrian and Karla Myres Family Fund

$1,000+Jack and Janie Amundson Family FundGail AndersonAnonymous (3)Michael and Sharon Bauerly Family FundBernick Family FoundationJason K. BernickDick and Mimi Bitzan Family FundBremer Bank, N.A./Keith FinstadFred and Terri BurschBarbara CarlsonColette and Jerry CarlsonJohn and Cindy ClemensBob and Nancy Ferche Family FundJames and Pauline Hall Family FundJim JanochoskiJohnson-Moore Fund/Cindy Faye Johnson and Tom MooreJohn KokulaPatrick E. LynchGary and Jane MarsdenMiller Family Fund/James and Marion MillerMorgan Family FoundationLouise M. Muggli Donor Advised FundMichael and Judith NoonanHarlan and Jeraldean PalmJim and Denise Potter Family FundJoyce and Tom Schlough

Greg and Tama Theis/Get Home InspectionsDale and Karen VictorDon and Jan WatkinsBrad and Kathy Wheelock Family FundBob and Penny White FundTom and Cathy WilliamsWojtanowicz Family Fund

$500+Dean and Marjorie AndersonDavid and Jean Bauerly Family FundBauerly Kopel Family FundGordon and Betty BehmBreer Family FundBrekken Family FundDennis and Barbara GregoryChris and Sheila GrossJason and Ann HallonquistBrad and Lisa HansonCindy HawkerHedlund and Arntson Family FundDon Helgeson and Sue ShepardIPEX, Inc.Kevin and Amy Kluesner FundLinus and Marina KoopmeinersSteve and Peggy Laraway Family FundCheryl Lightle/Wade Skaja FundSusan and David LorenzJoe and Elaine OmannTom and Nancy ReekWayne and Juli SchluchterGlen Tautges and Jennifer RichasonJoyce and Tony Tillemans FundRose and Mike Windschitl

Up to $500Scott and Kate AdamsKaren and Rick AhlesAnonymous (2)Rick and Helga Bauerly Family FundMyron and Myra BehmMike and Kathy BurtonDavid and Catherine CowellBonnie K. Cumberland

La Vonne DanzlAnn M. Didier Patti and Bob GartlandBruce and Diane GohmanThomas and Jeanne HartmannPete and Jennifer HillKeith and Julie HughesKevin and Joanne HughesPatrick and Rosie ImgrundCathy and Darren JuilfsMike and Joni Karl Family FundPatty KennedyJanet and Jim KnoblachHelen and Tom KrebsbachDavid Kuefler and Sandi MeyerJohn and Arlene LeisenDevinder and Laura Malhotra Dave and Geri Marquardt Family FundMathew Hall Lumber FoundationJerry and Maureen McCarterGordy and Michelle Meyer Flexible FundMoran Family Fund/Asha Morgan Moran and Marty MoranMarilyn and Bob ObermillerDan PearsonDennis and Karol RingsmuthJim RingwaldDonald and Marie Jordan RyanChris ShorbaGreta Stark-Kraker and Chad KrakerJohn and Darlene Sullivan FundAnn and Mark Thelen FundDr. David and Janet TilstraGreg and Jan VandalConstance M. and Joseph ViereEric and Alice WeibergTimothy Wensman and Janet Fischels Wensman


Cumulative GivingCONTRIBUTIONS SINCE THE BEGINNING OF THE FOUNDATION IN 1985

$5,000,000+William E. and Virginia† ClemensAlice Cox†Nancy Ehlen

$2,000,000+Harold† and Jeanette AndersonJim and Lois AndersonAnonymous Jim and Marion MillerMarvin Otto†Otto Bremer FoundationThomas Ritsche†

$1,000,000+The Antioch CompanyMichael and Sharon BauerlyBernick'sJohn and Cindy ClemensDr. Philip Halenbeck†Leo T. HenkemeyerG.R. Herberger's, Inc.Andy† and Carol HilgerDr Severin† and Ruth† KoopHope Lindman†Harlan and Jeraldean PalmNorman C. SkalickyLeander and Mary TorborgJohn and Mary Weitzel

$500,000+Anonymous (2)Dorothy Becker†Ken and Alix BehmBush FoundationRoger and Betty DuininckCatherine Gustafson†Kevin and Teresa HilgerReynold W.† and Eleanor D.† LarsonEvelyn Lenander†Cheryl Lightle and Wade SkajaMichelle and Gordon MeyerMorgan Family FoundationPark IndustriesBob and Sandy SextonRobert Sullivan†David and Darlene ThiessenGeorge and Shirley TorreyDennis Watkins†Dr. Joseph Zeleny†

$250,000+Elaine M. AdamsDean† and Gail AndersonAnonymous (3)The Antioch Charitable FoundationViola Ness Ausherman†Bankers Systems, Inc.John and Nancy BartlettBremerCharles EhlenDon and Arlene† HelgesonDr. Jerome HilgerArnie and JoAnn JohnsonJanet and Jim KnoblachLeo and Luella LouisMcKnight FoundationOptimist Club of Saint CloudDennis and Karol RingsmuthGordon Rosenmeier TrustMichael and Laurie SattlerJerry SettenBob and Mary StanglerJohn† and Mildred Sullivan

Phil Thometz EstateTony and Joyce Tillemans

$100,000+Keith Adams†Irma Anderson EstateRuby Anderson TrustAnderson Trucking Service, Inc.Anonymous (11)Gilroy and Virginia ArvigElaine and Jerry BauerlyTim and Sharon BerscheidMimi and Dick BitzanBlueCross and BlueShield of Minnesota FoundationAdelle BurrusJack and Dorothy Byrne Foundation, Inc.CentraCare Health SystemCity of St. CloudKevin and Teresa CloseClose-Converse Commercial & Preferred PropertiesBob CobornCoborn's IncorporatedAlex† and Ann M. DidierAnton B. and Elizabeth A. Dingmann TrustMark and Kimberly DomanJoanne and Paul DorsherDouglas C. and Gerri ElletsonBob and Nancy FercheThe Ford FoundationLawrence J. Gill EstateGNP CompanyDale and Elvis GrauJanet and Tom GronesJames and Pauline HallDon Helgeson and Sue ShepardCindy Faye Johnson and Tom MooreEarl and Rhita KeskeyDick and Carol LangdokJames and Mary Jane LauermanHelen Liljedahl†Patrick E. LynchMathew Hall Lumber CompanyScott and Mary Kay MayMichael and Gail McCartyMary Agnes and Al McQuinnAsha Morgan Moran and Marty MoranMott FoundationBrian and Karla MyresNational Endowment for the Arts (NEA)Marty and Jamie O'LinkGerald and Carole OttoJim and Denise PotterMary Sue and Randy PotterRays of Hope DonorsBernie and Linda RobertsNicholas T. Roloff TrustBarry and Sandy RossRon and Darlene SchaeferDr. Edward L. SilkerSt. Cloud Area School District 742St. Cloud Rotary Foundation, Inc.St. Cloud Truck SalesAndrew and Cynthia StaigerMark and Ann ThelenUS Bank-St. CloudVenture Allies, LLCGeneral John W. and Avis VesseyRichard Walls†Irene T. Walsh EstateWells Fargo BankBrad and Kathy WheelockBob and Penny WhiteCity of Willmar

Willmar Electric ServiceDiane and John† Wojtanowicz/ Prairie Farm CompanyXcel Energy FoundationJohn W. Zapp

$50,000+Scott and Kate AdamsAnonymous (5)Array Services GroupRita Bartlett†Myron and Myra BehmJason K. BernickDarwin and Rose Mary† BonnRoger and Marcy BonnemaJoan Bren and Steve NelsonBugbee EstatesCapital One 360Barbara CarlsonCentraCare ClinicCentral MN Noon Optimist Club, Inc.Tim Chirhart and Jeanne SoleimKathleen CobornJean CollinsCommunity Foundation of Western NevadaThomas C. ConnollyRod and Avis ConverseJeff and Susan DanielsonLa Vonne DanzlGale J. and Barbara R. EastwoodEden Valley-Watkins High SchoolElfstrom Family TrustKatherine Helen Erickson Jacob EstateExchange ClubFingerhutLois E. Fredrickson†St. Cloud Times/Gannett FoundationGarrison Area LionsDennis and Donna GertgenGray, Plant, Mooty, Mooty & Bennett, P.A.Lee and Jan HansonReverend Lloyd HauptHealthPartnersPatrice Hedlund and Ennis ArntsonRobert and Lois HellandPaul and Lynn HuntBill and Kathy† JaspersonJennie-O Turkey Store, Inc.Ron and Doris† JuhlMike and Joni KarlBob and Mary KovellDale KramerJohn and Arlene LeisenLiberty Savings BankDr. Douglas and Taimi LiepertLawrence W.† and Teckla† LindquistRoger and Judy† LykinsRay Madison†David and Geri MarquardtDan and Susan MillerLouise MuggliThe National Exchange ClubWanda M. Nikle EstateKenneth and Janet PangerRick and Sandy PaulsenAnn QuinlivanRalph S. French Charitable FoundationDuane A. and Edith R. RasmussenRinke NoonanWayne and Juli SchluchterGlenn and Sharon ScuteriDan and Cynthia SeemanKevin and Anita SpellacySprintThe Parishioners of the Church of Saint Joseph, St. Joseph, MN

State Bank of RichmondWarren and Joan TeigenBob and JoAnn ThueringerMichael and Ann TigheDr. David and Catharine Van NostrandVeterans of Foreign War 2816Don† and Joan VolkmuthWat-Kim-Valley VFW 5460Wolters Kluwer Financial ServicesXcel EnergyDonald and Clara ZachmanDennis and Karen Zaun

$25,000+Alexandria Extrusion CompanyKathleen E. AllenAmerican Cancer SocietyAmerican Legion Post #428American Legion Post #76Jack and Janie AmundsonAnonymous (5)Agnes Bauerly FamilyGordon and Betty BehmLuella BehmTim and Ann BerginDonald and Patricia BitzanPeter and Gwen BreerDr. Frank and Alice BrownMichael BueFred and Terri BurschCadeau FoundationCentraCare Health FoundationChampion InternationalThe Clara FoundationEden Valley Lions Club, Inc.Granite Equity PartnersMuriel P. Haat†Larry† and Faith Marie HawsKit and Jerry HenkemeyerRobert and Mary Jane HennenNeal Hoefflin and Lori MorrisInitiative FoundationJill M. FoxSteven and Brenda JoulDel and Cathy KirkebyKevin and Amy KluesnerKnife RiverMark and Kathleen† KrebsbachLakeland Mold CompanySteve and Peggy LarawayLeighton BroadcastingMichael and Kathie LillehaugenMahowald Insurance Agency and Mahowald Financial PartnersMaryanne and John MahowaldRodney and Peggy MalikowskiMarco, Inc.Howie MatzkeAnna and Jack McKennaMiller Architects & Builders, Inc.Munsinger Clemens Botanical SocietyNetgainNetwork for GoodFred Nolan and Ellen SiewertMichael and Judith NoonanDan PearsonJim and Beverly PehlerKenzie and Mary Ann PhelpsQuinlivan & Hughes, P.A.Razoo FoundationTom and Nancy ReekDr. James and Merry Lynn RoelofsEdwin RohlikBeth and Michael RothCity of Sartell

Joyce and Tom SchloughRon and Irene SchmidtSt. Cloud Disc Golf ClubSt. Cloud Granite RotaryJoan StiglianiSy and Sons Commercial Real Estate DevelopmentTanner SystemsTastefully SimpleKimberly Dodds Thompson and Paul ThompsonJerry and Sue ThoreenTom and Sue ThurlowDonovan† and Gladys TorbensonTri-County Abstract & Title Guaranty, Inc.John† and Marcia TurcotteUnited Way of Central MinnesotaDale and Karen VictorViking Coca-Cola Bottling Co.Viking Savings BankBarbara Ann WatkinsDon and Jan WatkinsScott and Joan WilcoxPatsy Williams Payette and Jim PayetteWinkelman Building Corp.

$10,000+Karen and Rick AhlesAlongside Services, Inc.American Legion Post #124Anderson & Burgett Attorneys At LawAnderson Funeral HomeLloyd E. and Marilyn AndrewsAnonymous (4)Mary and Dave BakerBankVistaRick and Helga BauerlyShelly Bauerly Kopel and Scott KopelPaul Becker and Maria Heymans-BeckerKathleen Crawford Bernick and Mark BernickDr. Bernice E. BernsBlackridge BankBoos Family FoundationBill and Jane BrekkenC & L DistributingCable Constructors, Inc.Central Lakes Oral and Facial SurgeryCentral MN Society For Human Resources ManagementKim Christianson and Paul SliningerRoberta Clemens and Kevin PenttilaCliftonLarsonAllenCharlie Clour and Veronica Oliva-ClourGlen and Sandy CookCuyuna Regional Medical CenterDayton Foundation DepositoryDayton-Hudson CorporationDr. Luther and Julie Aronson DehnelDowntown Kiwanis ClubDuininck IncorporatedGary and Kathy EnglerJohn and Janet EricksonFalcon Basketball AssociationEilleene M. Fawcett EstateFoley Area LionsFunders' Network for Smart Growth and Livable CommunitiesGannett Communities FundJustin GapinskiWalt and Raeanna GislasonGlobal ImpactKarlo and Sue Goerges/ Pequot Tool & Manufacturing, Inc.W. Gohman Construction Co.Barbara and Dennis GregoryAllen and Laurie Hall

Marcellus and Icyleen HallLinda S. HansonTony Hawk FoundationShelley HedlundElizabeth and William G. Heegaard Family Fund of the Minneapolis FoundationHenry's Foods, Inc.Heritage BankThomas and Lisa HeuleHerman HiebelHilger Business EnterprisesJohn and Laurie HilgerLouis F. HillPete and Jennifer HillFrancis HoldenHoliday Inn & SuitesPauline HooverHughes ChildrenFred† and Valeria† HughesHughes Mathews, P.A.ING Direct Kids FoundationInsight Eye CareInternational Association of Lions St. CloudITW HeartlandJ&B GroupJ.A. Wedum FoundationJim JanochoskiCharles JohnsonRuth E. Johnson TrustBeverly Jondahl TrustDr. Gerald L. and Karen B. JurgensGalen and Bonnie KabeWillis and Jodi KleinjanHenry J. and Victoria R. KohorstLinus and Marina KoopmeinersKopp Investment AdvisorsMary KormanJoanne and Chris KudrnaPhillip and Rose KunkelLakeland Broadcasting CompanyMark and Ellie LoschkoSmitty and Loren LuschenTerry and Tifani LuschenJudith and John LyonsJohn Mahowald & Donna Mae KuhlKenneth E. Malmstrom†Gary and Jane MarsdenJen MatzkeJerry and Maureen McCarterDon and June McGrathMcKay's Family Dodge/MitsubishiMeyer Charitable TrustMille Lacs Band of Ojibwe Corporate CommissionThe Minneapolis FoundationMinnesota Planned Giving CouncilMN River Chapter of Thrivent Financial for LutheransDale and Pat MonsonRon and Mary MortonH. Boyd NelsonNexus Information SystemsNisswa Tax ServiceFrances NolanNorthern Factory Sales, Inc.Northern States Power CompanyNorthern States Supply, Inc.Marilyn and Bob ObermillerCon O'BrienDorothy OlsonMaxine OlsonOrder of Saint BenedictPaynesville Masonic Lodge No. 71 John and Linda PeckJ. Bradley PersonJohn and Bonnie Person

cont'd page 27


Philip Morris CompanyPhillips Family FoundationRoy PikePlaza Park BankBruce and Kathleen PohligReverend Edward Ramacher†RBC Dain Rauscher FoundationKathy and Dr. John ReisingerMolly RenslowResource Training & SolutionsJon and Delores RoederJune and Ed RoosSartell Athletic Club, Inc. and Sartell Baseball AssociationSartell High SchoolJohn E. SchaubachYvonne SchilplinMyra SeivertJan and Charles SheetsDon and Donna SimekJacquelyn SmithSt. Cloud Area Association of RealtorsSt. Cloud Country ClubSt. Cloud Ear, Nose, Throat, Head & Neck ClinicSt. Cloud Lions Club, Inc.St. Cloud Reading Room SocietySt. Cloud State University FoundationChurch of St. PeterStearns BankJim and Stacy StigmanMarcia SummersSummit Strategy Group, Inc.Robert and Laurie SweeneyTechnical High SchoolR. Lawrence Thienes, MDThrivent Financial for LutheransDavid and Molly TomscheTheodore and Andrea TruittWells Fargo FoundationTimothy Wensman and Janet Fischels WensmanDavid and Molly WerschayWest Central Steel, Inc.Julianne Williams FoundationSheelah and Gene WindfeldtJudy and Leonard WohlmanWoodland Container CorpEd Zapp

$5,000+200 Orphanages WorldwideAffiliated Community Medical Centers, P.A.Duane and Barbara AldrichTom and Beth AndersonAnonymous (5)The Antioch Company Charitable Fund of The Community FoundationApollo High SchoolApollo Insurance AgencyJohn and Lovelle ArnoldAutomotive Parts Headquarters, Inc.Kati BauerlyJohn BauernfeindE.C. and Bette† BeliveauBell State Bank & TrustJan and Brian BensenJames Berg and Mary KrugerDick and Lila BernickBlack Diamond AuctionsRose Blesener and Bill DalyTim and Mary BoergerMartha Bogard†Margaret BrossoitDan and Bette† BrutgerBursch Travel/American ExpressRochelle Hilger Byers

Colette and Jerry CarlsonBarbara and Carl CaspersCellular Mobile Systems of St. CloudCentral BankCentral Lakes College FoundationCentral Minnesota Arts BoardCenturyLinkChurch of St. Francis XavierBecky and Chris CobornJoshua L. CollinsC.O.M.P.A.SRobert and Tammy CongdonCorporate Commission of the MLBJames CoteCrafts DirectMary Constance CraneCrossing Arts AllianceCrow River Senior CenterLarry and Jeannie DeGraafTimothy and Kristin DemeryDeZURIK, Inc.Dooley's Petroleum, Inc.The Downtown CouncilDowntown Sertoma ClubThomas and Melodie DukowitzDunlap Family Foundation at the request of John and Mary Dunlap LindstromHoward and Annie EgelandEich Motor CompanyKenneth and Clare ElchertLois EllingerEllingson Plumbing & HeatingJames C. EricksonEssilor of America, Inc.Rose Ann FaberFamily Practice Medical Center of Willmar, P.A.Ronald FinkFirst American Title Insurance CompanyFrandsen State Bank & Trust-BaxterFrigidaire Freezer ProductsStephen and Patricia GabrielsonGasparGeo-Comm, Inc.Geyer Signal of St. Cloud, Inc.John W. GleesonGLTArchitectsThe Grainger FoundationGreg E. Theis RemodelingMuriel GrunerudGuatemalan Student Support GroupBrad and Lisa HansonJan and Dennis HansonRon and Michelle HansonJudge Elizabeth Hayden and Judge Charlie FlinnKevin Hayford and Steven SullivanMichael and Karel HelgesonMary Kathryn HessJerry and Marge HirschfeldHome State BankDebbie HuschleMary and Michael IvesRoy IvesJim and Carol JacobsJohnson, Moody, Schmidt & Kleinhuizen P.A.KDVKlein ToolsThomas and Martha KohoutJohn KokulaKopp Family FoundationDavid Kuefler and Sandi MeyerDorrie and Scott LarisonBeth and Timothy LaudenbachGloria LaughlinGretchen L. LeisenLeonard, Street and Deinard

John and Mary LindstromMammel FoundationDr. John and Joyce MatsuuraDonald and Marlys MattsonMcDonald's of WillmarMcDowall CompanyJim T. McGowan Jr.MDO PeriodonticsStephen and Connie MedinDorothy Timm MeiliLynn and James MetcalfLarry and Peg MeyerMeyer, Scherer, & RockcastleMinnesota PowerMonticello Ford - MercuryMoss & BarnettMyrel A. NeumannSandra Neutzling/Jennings InsuranceCity of NisswaNorthern States FranchisesPinecone Vision Center, PLLCDiana Murphy-Podawiltz and Mike PodawiltzDonald and Joyce PorterPremiere CharitiesPrudential FoundationRace for GraceChris Marie RasmussenRBC Wealth ManagementMargaret ReganEstate of Bernice RengelCindy RobertsonAnn and Dr. James RomanowskyRobert and Carol RossRotary Club of St. CloudTerry and Judy RothsteinMarilyn SavageWillard and Barb SchaferJudy and Dr. Robert ScheuerellPatricia SchlangenJames and Joan SchlennerJoe SchluenderJacqueline M. SchuhDr. Paul and Theresa SeversonFred and Delphine SextonSherburne State BankMichael and Patricia SipeBrent and Sally SmithDr. James and Kris SmithSt. Cloud Area Convention & Visitors BureauSt. Cloud Federal Credit UnionSt. Cloud HosptialSt. Cloud State UniversitySt. Cloud Westside Sertoma ClubSt. Peter's Trustee FundStrack CompaniesAdele SwensonTalahi Care CenterGlen Tautges and Jennifer RichasonRichard and Jean ThomasPam and Dennis ThomsenTorgerson PropertiesU.S. Bancorp FoundationUnited Arts of Central MNDarrell and Toni VickVietnamese Community ServicesTerry and Mary VolkmannCity of Waite ParkRosemary (Toy) WardPat Welter and Patrick HenryWest Central Sanitation, Inc.Willmar Lakes Area Chamber of CommercePeter YarrowJoan Youso WisniewskiRosemary YurczykGladys ZiemerRon Zillmer Family

Foundation StaffFoundation Staff(pictured left to right)Nancy Johnson • WACF Coordinator

Patty Kennedy • Director of Finance and Investments

Glen Tautges • Director of Philanthropic Services

Sara Carlson • WACF Executive Director

Steve Joul • President

Bill Brekken • BLACF Director

Jenny Holmes • BLACF Coordinator

Greta Stark-Kraker • Executive Operations Manager

Melinda Sanders • Director of Donor Relations

Jeni Pederson • Administrative Assistant

Sandra Henley • Financial Assistant

Susan Lorenz • Director of Community Programs

Cumulative GivingCONTRIBUTIONS SINCE THE BEGINNING OF THE FOUNDATION IN 1985

† Deceased


She wanted to make good decisions that would honor her husband and leave

a lasting legacy for their family.

Diane Wojtanowicz

Among those decisions was a condo in St. Paul. It had been the product of success in farming and with the ongoing success of the business in Rice, Diane desired to continue to pay it forward. She wanted to donate it to charity, but in the wake of her husband’s death, she didn’t know where to begin. Her attorney connected her to the Minnesota Real Estate Foundation. She learned how she could receive the tax benefits that year and decide later which charities to support.

The week between Christmas and New Year’s, MReF accepted the property as a gift and helped her establish a donor advised fund at the Foundation. “This was a win-win for everybody,” Diane said. “It left all sorts of options. Down the road, as a family, we could talk about how the money would be used.”

Diane appreciates the freedom to plan her philanthropy on her own terms and use it as an opportunity to involve her six grown children in the process — and pleasure — of giving back. “Now if we see a need in the community we wish to support, we can,” she said.

Diane and her husband have long supported CentraCare Health Foundation, St. John’s Boys’ Choir and education. After her husband’s battle with cancer, she also saw the importance of supporting healthcare—research and care. Women’s issues are a passion of hers as well. She serves on the Women’s Fund Advisory Board at CMCF.

“I have been blessed with a comfortable life, good health and a healthy family. I would like to help others, in some small way, achieve those same things.”

Diane grew up in a big family in rural central Minnesota and raised her children on the Wojtanowicz family’s century farm. They understand the value of hard work and community.

The lesson she did not expect was this: “When in doubt, do nothing,” Diane said. Working with MReF allowed her to take the time she needed. “I didn’t have to make a real commitment to any one cause or charity at that time,” Diane said. “MReF gave me freedom.”

GIFT OF FREEDOM

When Diane Wojtanowicz’s husband died of cancer, she faced many decisions. Understanding which decisions needed to be made right away and which ones could wait is what helped her get through the initial days.

She wanted to make good decisions that would honor her husband and leave a lasting legacy for their family.

FinancialsFinancialsSTATEMENT OF FINANCIAL POSITION | As of June 30, 2013 and 2012


STATEMENT OF ACTIVITIES | For the years ended June 30, 2013 and 2012

Financial information has been derived from audited financial statements. A complete copy of the audited financial statements and the IRS Form 990 are available at the Foundation offices.

* The total does not include assets of the Minnesota Real Estate Foundation.

** This total does not include gifts to the Minnesota Real Estate Foundation or gifts to agency funds as adjusted by FASB 136. Contributions to charitable trusts are adjusted to present value.

*** Grants total does not include grants out of the Minnesota Real Estate Foundation or FASB 136 agency fund distributions.

2 0 1 3 2 0 1 2 revenue and other support Contributions, net** $ 5,531,037 $11,744,692Interest and dividend earnings 1,383,945 1,665,357Investment earnings-realized & unrealized gains 4,420,931 (1,737,285)Rental/building income 37,525 31,500Other income, special events 247,611 140,024Change in value of trusts 51,811 124,795

total revenue and other support $11,672,860 $11,969,083

expensesGrants and program expenses*** $ 6,140,724 $ 4,398,541Administrative expenses 632,092 606,925 Fundraising and development expenses 261,107 249,050

total expenses $ 7,033,923 $ 5,254,516

change in net assets $ 4,638,937 $ 6,714,567

net assets beginning of year 54,285,874 47,571,307

net assets end of year $58,924,811 $54,285,874*

2 0 1 3 2 0 1 2 assets Cash and cash equivalents $ 1,731,250 $ 1,668,651Receivables 1,294,954 1,542,852Unconditional promises to give 24,994 43,318Prepaid expenses 30,282 31,900Investments 68,075,177 57,881,645Remainder interest in irrevocable trusts 7,864,900 7,529,656Property and equipment, net 614,943 631,285Other assets 1,940,847 2,464,860

total assets* $81,577,347 $71,794,167

liabilitiesAccounts payable $23,288 $ 45,890Accrued expenses 84,319 95,163Grant awards payable 327,199 78,875Notes payable 707,810 774,124Agency funds 17,221,301 12,233,225Liability under trust agreements 4,288,619 4,281,016

total liabilities $22,652,536 $17,508,293 net assetsUnrestricted $45,013,132 $41,254,455Temporarily restricted 2,637,486 2,729,204Permanently restricted 11,274,193 10,302,215

total net assets $58,924,811 $54,285,874

total liabilities and net assets $8 1 ,5 7 7 ,3 4 7 $71,794,167

An

d A

ffili

ate

sa

le

xa

nd

ria

ar

ea

co

mm

un

ity f

ou

nd

at

ion

br

ain

er

d l

ak

es a

re

a c

om

mu

nit

y f

ou

nd

at

ion

wil

lm

ar a

re

a c

om

mu

nit

y f

ou

nd

at

ion

101

Sou

th 7

th A

ven

ue

Su

ite

100

St.

Clo

ud

, MN

56

30

1

ph

one

(32

0) 2

53

-43

80

toll

free

(8

77) 2

53

-43

80

fax

(32

0) 2

40

-92

15

Com

mu

nit

yGiv

ing.

org

Con

firm

ed in

Com

plia

nce

w

ith

Na

tion

al S

tan

da

rds

for

U.S

. Com

mu

nit

y F

oun

da

tion

s.

central minnesota community foundation › ... › cmcf_ar_2013.pdfconnections 1 2 annual report...

Documents