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ANNUAL REPORT 2014 for Good

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ANNUAL REPORT 2014 for Good WAUKESHA COUNTY COMMUNITY FOUNDATION ANNUAL REPORT 2014 For Good. For Ever. Sponsored by BMO Harris Bank FOR GOOD. FOR EVER. Dear Friends, On behalf of the Board of Directors, staff and our generous supporters, we present to you our 2014 Waukesha County Community Foundation Annual Report. As we celebrated 14 years, the WCCF remained steadfast in its mission to nurture philanthropy, educate existing and potential donors about the needs of Waukesha County residents and build community partnerships. With each year, the tide of philanthropy In 2014, continues to grow in our county. We the WCCF finished 2014 with more than $36 million in assets and have distributed more than received more than $17 million to worthy organizations since $4.2 million in our inception. We reached a pinnacle in 2014, when the WCCF announced contributions and that a record number of grants totaling awarded 417 in more than $2.1 million were distributed to non-profit organizations and programs charitable grants working to foster positive growth in Waukesha County. Within the year, 25 totaling new funds were established, ranging from donor advised, agency scholarship, field of interest, campaign and artesian. more than $2.1 million. Our goal is to build a strong community, and we are honored to partner with such generous and thoughtful philanthropists, who so often, reach out and give unselfishly for the betterment of Waukesha County. We are proud to serve as a hub to help many organizations through challenging times and uncertainty. As we approach our milestone year, we are humbled that you have selected the Waukesha County Community Foundation to assist you with your philanthropic needs. Thank you for supporting our organization’s mission and entrusting your charitable legacy to us. Our success would not be possible without our passionate and caring community partners. By putting your faith and trust in us, our community will continue to grow for good and forever. Sincerely, Kathleen Gray Kathryn M. Leverenz Chairman of the Board President & CEO 2 - WAUKESHA COUNTY COMMUNITY FOUNDATION 2014 WAUKESHA COUNTY COMMUNITY FOUNDATION BOARD OF DIRECTORS (L-R) Front: Ford Titus, Ann Bartos Merkow, Karin Gale, Kathy Gray, Kathryn Leverenz, Karin Kultgen, MD, Sue Bellehumeur Back: Steve Johnson, Brian Kaminski, Brian Dorow, Jim Walden, Allan Hosack, John Macy Not pictured: Dixon Benz, Jerry Couri, Dan D’Angelo, Mike Duckett, Anne Foster, Kathy Ledvina, Rhody Megal, Chuck Palmer, Ken Riesch, Jim Riley, Stewart Wangard and Steve Ziegler. 20142014 ANNUAL ANNUAL REPORT REPORT - 3 Founders Circle Members Pewaukee Lake Since its founding in 1999, the Foundation has been helped financially by donors of vision who foresee the impact that a strong community foundation can have in its community. The following individuals and organizations have made contributions of $10,000 or more toward initial and continuing administrative operating expenses of the Foundation. Arenz, Molter, Macy and Riffle Lyall Mathison* BMO Harris Bank Michael Best & Friedrich, LLP Frank and Victoria Boucher Mihi Cura Futuri Fund Anthony and Andrea Bryant MSI General, Inc. Century Fence Company John Nevins Donald and Beverly Chappie ProHealth Care, Inc. Citizens Bank of Mukwonago Richard* and Carol Richards Couri Insurance Agency, Inc. Kenneth and Jeannie Riesch Thomas E. and Maripat Dalum James P. and Ann Riley DUECO, Inc. Roundy’s Supermarkets, Inc. Emergency Medical Associates of Waukesha Claudine Bertieri Savage, In Memoriam Donald W. Fundingsland Select Advisor Group, Inc. Kathleen Gray and Ronald Hofer Bryce and Anne Styza Harmony Homes, Inc. Sunset Bank LaVern and Kathryn Herman Teerlink Family Foundation InPro Corporation Rexford W. and Bobbe Titus III Steven L. and Cathy Johnson Vrakas/Blum & Co., SC Karin and Mark Kultgen Waukesha Engine, Dresser Inc. Laura and Daniel Gruber Fund Waukesha State Bank John P. Macy Jeffrey and Sara Ford Wiesner Marketing Images Wimmer Brothers Realty, Inc. Marshall & Ilsley Foundation * Deceased MEET THE WCCF STAFF Kathryn can be reached directly at 262.513.1961. Call other team members at 262.513.1861. Kathryn Leverenz Shelley Michalski Sharon Rhode President & CEO Financial Manager Development Associate [email protected] [email protected] Women and Girls Fund [email protected] 4 - WAUKESHA COUNTY COMMUNITY FOUNDATION THOSE WHO GIVE Family success means giving back to community Ken and Judy Stowell believe that with success comes the responsibility of giving back. In October 2014, the Stowells sold Lannon Tank Corporation, a manufacturer of custom fabricated steel and steel fiberglass composite storage tanks for the petroleum, chemical and wastewater industries. Ken and Judy wanted to use the proceeds to give back to the community and, a month later, they connected with the Waukesha County Community Foundation as a charitable option to make their desires come true. “It was a personal choice on our part,” Ken said. “We wanted to start a fund with the WCCF and give back to the community, and know that it will be working for years to come.” The Stowells established a fund with the WCCF in November 2014. Ken and Judy Stowell “Judy is a CPA and had been involved with business throughout the years,” Ken said. “We’ve passed along owners in the area and we knew the Waukesha Coun- those beliefs to our children.” ty Community Foundation existed. We looked at it for years. This was the right time for us to start a fund with The Stowells also have a strong interest in health them.” care in Waukesha County. Ken and Judy, who met at a fraternity party and “We are getting older and there is a larger need for have been married for 46 years, recall their humble health care in Waukesha County,” Ken said. “We are beginnings while growing up in the area. Ken spent excited about the new (ProHealth Care) cancer some of his childhood in Milwaukee before moving to center in Pewaukee. When they get that up and Brookfield, where he attended Brookfield Central High running, we hope that good things will happen.” School. Judy grew up in West Allis and attended West Allis Central High School. Over the years, good things have happened for the Stowells. And what’s more, by creating a fund with the “Both of us grew up in humble homes with not a lot WCCF, they have the comfort of knowing their dollars of money,” Ken said. will bring strength and growth to the community, and their legacy will live on long after they are gone. Thankfully, the Stowells found an avenue to their professional careers. Ken studied at Marquette “We’ve received a lot. We felt it should go back into University, St. Thomas University (Minn.) and the community. The focus is on giving. Over time, we Loyola of Chicago. Judy studied at the University of want to give it all away,” Ken said. Wisconsin-Milwaukee, the University of Minnesota and Northeastern Illinois University. Judy added, “We’ve had a lot of help along the way. Our charitable giving is our way of giving back.” The Stowells cherish the value of education. (For more information on how to start a fund with the “We have felt very strong about education WCCF, call Kathryn Leverenz at 262-513-1961.) 20142014 ANNUAL ANNUAL REPORT REPORT - 5 WITH STEPHEN JOHNSON BMO PRIVATE BANK REGIONAL PRESIDENT Q&A NORTHERN STATES REGION What services does BMO Private Bank provide? team leads by example, and we encourage and always hold BMO Private Bank offers a comprehensive range of wealth our professionals accountable to do the same. management services that include investment advisory, trust, banking and financial planning to meet the financial Why does BMO Private Bank support the needs of high-net-worth clients. Through integrated teams Waukesha County Community Foundation? of experienced financial professionals, BMO Private Bank At BMO, we have a long tradition of investing in the helps its clients realize their financial and lifestyle goals with communities we serve — through economic development solutions that are custom tailored and delivered with the programs, financial contributions, financial education and highest level of personalized service. the significant time and effort volunteered by our people. Similar to the Waukesha County Community Foundation, Can you give us an overview of BMO Private Bank? we invest in the local neighborhoods, towns and regions — BMO Private Bank is part of BMO Financial Group, one of because we are a part of them. the largest diversified financial services organizations in North America with CDN $633 billion in assets as of April BMO’s corporate values stand as our collective commitment 30, 2015, and more than 47,000 employees. We have over – to our colleagues, to our clients, to our shareholders and 200 retail branches throughout Wisconsin. In southeast to the communities of which we are a part. These values Wisconsin, BMO Private Bank has a team of over 35 local are demonstrated through: professionals providing a wide range of wealth • Integrity: Doing what’s right management services. • Empathy: Putting others first Who are your customers? BMO Private Bank serves the southeast Wisconsin area • Diversity: Learning from differences individuals, families, and not-for-profits with comprehensive planning, investment, trust and retirement solutions. BMO • Responsibility: Making tomorrow better Private Bank provides wealth management solutions for clients with the same care, dedication and fiduciary Further, we strongly support the Waukesha County responsibility as not-for-profits approach their cause. In fact, Community Foundation through our volunteerism — BMO we manage investments for many not-for-profits and Private Bank Managing Director Kara Kaiser and Bank foundations, which requires stringent fiduciary standards. Manager Patrick Noll serve on its Advisory Council. What motivates you to be such a strong corporate citizen? How do you instill this in your team members? Everything we do revolves around four pillars: the employee, the client, our shareholders and our community.
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