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. We make sure that we are actively involved In addition to our comprehensive wealth management services, in the community. I sit on a BMO Private Bank clients have a depth of personal and business number of boards, including banking resources at their disposal – all backed by the global United Performing Arts Fund strength, resources and insights of BMO Financial Group. and the Greater Milwaukee Foundation, among other For more information, contact Stephen Johnson at organizations. Our executive 414-223-1480 or visit www.bmo.com/privatebank/us. 6 - WAUKESHA COUNTY COMMUNITY FOUNDATION Advisory Council The Advisory Council is a body of community leaders who help the Foundation to identify needs in Waukesha County, to engage more community leaders in our work, and to build awareness of how a community foundation works with charitable people to help them create a permanent legacy for their philanthropy. Kathy Allen, Oconomowoc Valerie Gottschalk, Delafield Ken Reichert, Waukesha Betty Arndt, Oconomowoc Charlotte Hall, Delafield Bryon Riesch, Waukesha Mary Baer, Waukesha Sue Herro, Oconomowoc Kevin Rohde, Brookfield Sal Bando, Hartland Jim Janikowski, Oconomowoc Keith Rupple, Muskego Brad Bateman, Pewaukee Terry Jannsen, Pewaukee Stuart Schroeder, Waukesha Ron Beam, Waukesha Wes Jones, Dousman David Schultz, Waukesha Dan Blask, Pewaukee Kara Kaiser, Delafield Bob Soerens, Brookfield Nancy Bonniwell, Pewaukee Barry Kerwin, Dousman Elaine Spelius, Waukesha Susan Bothof, Pewaukee Steve Kuhn, Waukesha David Strelitz, New Berlin Frank Boucher, Pewaukee Ellen Langill, Waukesha Jane Stromwall, Waukesha Vicki Braden, Sussex Ted Larsen, Waukesha Bryce Styza, Chenequa Curt Brewer, Wauwatosa Rich Lesniak, Waukesha Terry Sutter, Waukesha Noelle Bryant-Nanz, Delafield Peter Lettenberger, Waukesha Elizabeth Swanson, Madison Joe Buday, Brookfield Jim Liebert, Hartland Judie Taylor, Pewaukee Brian Carroll, Brookfield Emily Lorenz, Waukesha Jayne Thoma, Waukesha Beverly Chappie, Brookfield Shelli Marquardt, Hartland Steve Tikalsky, Delafield Marybeth Cottrill, Pewaukee Tom McKeever, Mukwonago Dan Trawicki, Waukesha Pauline Dalton, Nashotah Latrice Milton, Brookfield Christine Howard, Waukesha Tom Dalum, Hartland Linda Moroney, Delafield David Vetta, East Troy Cathy Davies, Delafield Patrick Noll, Lisbon Fran Wagner, Waterford Ron Deabler, Oconomowoc Dick Oates, Waukesha Jay Walt, Brookfield Joe Deklotz, Pewaukee Ed Olson, Mukwonago Glenn Welnak, Oconomowoc Cliff Fischer, Hartland Mark Poker, Brookfield Carl Geraldson, Nashotah Barbara Prindiville, Oconomowoc

Fox River, Waukesha

20142014 ANNUAL ANNUAL REPORT REPORT - 7 ESTATE PLANNING Couple’s legacy plan will give back ‘FOR EVER’ Michael P. Schroeder was a shining example of a life justice issues. As the father of two daughters, he well lived. Throughout his time with us, Mike lived life believed in empowering women as well as giving op- with passion and purpose, making the most of his tal- portunity and resources to those who are ents and sharing his love and gifts with others. Those disadvantaged. traits and others were recalled in memorials and condolences posted on a legacy website after he died Music also was a big part of Mike’s life. Throughout from cancer at the age of 61 on January 24, 2015. his teens and his 20s, he performed locally as a professional jazz musician, playing the drums. He nev- Before he passed, Mike and his wife Vicki both er lost his love for the sweet sounds of jazz and was a agreed to include the Waukesha County Community passionate music historian, studying the Foundation in their estate planning through a trust various music genres and consuming everything he fund. could about the great musicians and composers of all time. Mike was a person who brought smiles to the many people who were a part of his life. Whether you were a Following Mike’s passing, Vicki set up a donor family member, friend or co-worker, you could advised fund with the WCCF called the Michael P. always count on him to treat you with kindness, Schroeder Memorial Fund. respect and a great sense of humor. “We always wanted to leave a legacy in the future, Mike was a business development executive when we were both departed. When Mike passed and throughout his career, sharing his talents with I began putting my life back together, it suddenly made Honeywell, Digital Equipment Corp., Compaq sense for me to start the fund now. I wanted to nurture Computer and Hewlett Packard. Feeling the need to this fund, created in his name, to grow and flourish support his community, he volunteered for the while I could experience its benefits.” Literacy Council of Greater Waukesha, helping those who had difficulty reading. He was a board member “Having this fund eases my grief and gives me a with the Milwaukee Public Theatre and brought years sense of purpose for the next chapter in my life. I know of business expertise from his corporate positions that Mike would be very pleased with this along with generous support to the downtown decision to address a goal he had in life; to be Milwaukee arts organization that supports social remembered as someone who made a difference.”

“There’s no question that the WCCF is a growing resource for many worthy causes in our community,” Vicki said. “In the challenging times we face today, there are many worthy causes who might not have the resources to fulfill their needs, and the WCCF can provide great assistance.”

“On the flipside, the WCCF is also a wonderful resource for donors who are searching for a way to give back. The funds are invested wisely and allocated in accordance with the donor’s wishes.”

For Vicki, opening a fund with the WCCF was a shining light in an otherwise heartbreaking time.

Vicki states: “I have made something very positive Vicki and Michael Schroeder out of a great loss.”

8 - WAUKESHA COUNTY COMMUNITY FOUNDATION Legacy Circle The Legacy Circle was established to honor and recognize those individuals who have included charitable giving in their estate planning in ways that will support charitable funds in the Waukesha County Community Foundation. If you would like to learn how you can help to preserve Waukesha County’s quality of life for future generations, please contact the Foundation. Anonymous Donors Kathryn & Dennis Leverenz Leonard & Jane* Anhalt John P. Macy & Sandi Brand Betty & Tom Arndt Sally & Paul McCaughey Vicki & Doug Braden Sylvia N. Moldenhauer* Andrea & Anthony Bryant Kathy Nell Sabrina Bryant Richard Oates & Carolyn Hunter-Oates Daniel & Patricia D’Angelo Frank & Elaine Pagliaro Mildred J. Delzer* Norma J. Reuss Elizabeth S. Dinsmoor Kathy & Richard Runte Lori J. & David A. Eckert Laura & Paul Schmidt Tom & Carol Ehrsam Michael* & Vicki A. Schroeder Julius S. & Barbara Fomotor Dave & Lisa Schultz David Fuller Joanne Smith Laura M. Gralton Elizabeth & Scott Swanson

Christine Hedstrom Thomas & Linda Vorlop Templin Lapham Peak James R. & Shirley Klauser Betty Lou Tikalsky* State Park Peter & Kay Lettenberger Jeffrey Wiesner * Deceased WCCF Celebration of Giving Award The Waukesha County Community Foundation Celebration of Giving Award was created in 2006 to salute philanthropy in Waukesha County. The award honors individuals who have exhibited significant charitable giving to nonprofit organizations in the county and beyond and who encourage others to contribute by example or through volunteer activity. Our past honorees have been significant contributors in Waukesha County and elsewhere and as donor and volunteer role models for others. WCCF Board Chairwoman Kathleen Gray, Dick and Carol Richards and WCCF President and CEO Kathryn 2006 Patricia and Robert Kern Leverenz are shown following the presentation of the 2007 R. David Helling, MD, and Bonnie Kirk, PhD 2014 Celebration of Giving Award. The Richards’ were 2008 Carol and Don Taylor the public face of philanthropy, supporting a great 2009 Steve and Heather Ziegler and InPro Corporation number of charitable causes in Waukesha County. 2010 Joanne B. and A. William Huelsman Sadly, the community at-large lost a dear friend when Dick Richards passed away in October 2014. However, 2011 Tom and Maripat Dalum he will always be remembered for his passion to make 2012 John and Lorraine McAdams and Family Waukesha County a better place to live. 2013 Dick and Carol Richards

20142014 ANNUAL ANNUAL REPORT REPORT - 9 2014 COMMUNITY Grants Every year, the Waukesha County Community Foundation (WCCF) provides grants that touch the lives of many families and individuals of all ages throughout Waukesha County. From providing dollars to reduce substance abuse to enhancing education, WCCF grant dollars are making an impact in our community. In 2014, the WCCF awarded $107,760 in grants to area organizations and projects.

Adaptive Community Artist rendering courtesy Approach Program Inc. (ACAP) of Carroll University $5,250 to fund the Disability Theatre School Outreach project in the 2015 spring semester. This will bring together adults with disabilities and school children to explore together issues of disability awareness, community-building and anti-bullying.

Addiction Resource Council Inc. $10,000 will fund the “We’re Not Buying It!” Program — Laying a Solid Foundation for Middle Carroll University School Students. Students will learn to reduce $10,000 will support expansion of the Greene Field substance abuse by identifying risk factors in the Station in the Town of Genesee. Projects include the community, such as misinformation by the media installation of a bridge, renovation of the welcome and bullying. center and construction of a research and education center. Big Brothers Big Sisters of Metro Milwaukee Christmas Clearing Council of Waukesha County $5,000 to promote and coordinate giving to families in need during the Christmas season. Dollars will help purchase 120 bikes for the annual Toy Shop.

Feeding America Eastern Wisconsin $2,500 to fund a Mobile Pantry in Waukesha County. This program distributes food directly to hungry individuals in partnership with community-based organizations. Big Brothers Big Sisters of Metro Milwaukee Goodwill Industries $5,000 to mentor Waukesha County youth in of Southeastern Wisconsin one-to-one programs along with school-based $10,000 in expansion support of Goodwill’s Waukesha mentoring programs. Volunteer mentors provide role Community Center. Outdoor space and a deck will be modeling through weekly activities and outings that added to provide new skills for gardening and outdoor build confidence, encourage healthy choices, promote activities. educational success and lead to positive outcomes.

The WCCF grants are awarded through a competitive Boy Scouts of America, grant process each year. All Waukesha County 501(c) Potawatomi Area Council (3) organizations are eligible to apply. To view a list for a Scoutreach Program Aide. This long $10,000 of the grants made by the WCCF, our fundholders and term mentor will conduct weekly Scout meetings and agency endowments, visit the grants section of our plan weekend activities for youths in low-income and website at www.waukeshafoundation.org. culturally diverse schools in Waukesha County.

10WAUKESHA - WAUKESHA COUNTY COUNTY COMMUNITY COMMUNITY FOUNDATION FOUNDATION The Waukesha County Community Foundation provided a grant to the Sharon Lynne Wilson Center for the Arts’ “Beyond the Classroom” program, which provides supplemental study guides, resource materials and outreach programming for students. Third-grade students from Banting Elementary School in Waukesha attended a performance of “I Have a Dream: The Life and Times of Dr. Martin Luther King, Jr.” and asked questions of cast members following the show.

Hope Center UW-Waukesha Foundation $10,000 for Project Move. Purchase of a used truck $7,010 to support student mental health counseling will help in the pick-up of donated furniture for needy programs. Expansion of the resource library, providing clients. Project Move is a collaboration between Hope light and electronic therapy, furnishing a meditation/ Center and the Women’s Center. quiet space and compensation for a counseling center intern will greatly increase effectiveness. NuGenesis Farm $10,000 to create the “Giving Garden Initiative,” Vision Forward Association a year-round volunteer organic gardening program $5,000 serves to support its educational outreach engaging Waukesha County children and adults. The program in Waukesha County, which provides vision Oconomowoc Food Panty will receive 50 percent of loss presentations and devices to older adults and the garden’s yield. seniors to help them accomplish the tasks of everyday life. Safe Babies Healthy Families $7,500 to help launch its 30th anniversary public The Waukesha Community Arts Project service awareness campaign through the provision $3,000 to help adolescents reach their potential. of marketing materials, including templates for The “Exploring Identity through the Arts” project billboards, direct mailers, brochures, radio ads, etc. consists of middle school youths, including youths Ad2 Milwaukee, which helps students gain industry with disabilities and mental health concerns, experience in advertising, is partnering with them. engaging in joint art sessions with adults at the Donna Lexa Art Center. Sharon Lynne Wilson Center for the Arts $2,500 for its “Beyond the Classroom” program. In partnership with Waukesha’s Banting Elementary School, the students will attend youth-focused performances to enhance learning by bringing history, literature and the arts to life.

Tricia’s Troops Cancer Connection $5,000 to provide hope and practical help for cancer fighters. The grant was awarded for its People Power program, which provides limited financial assistance and free support services for non-medical, The Waukesha out-of-pocket costs that insurance doesn’t cover. Community Arts Project

20142014 ANNUAL ANNUAL REPORT REPORT - 11 CURRENT CHARITABLE FUNDS DONOR ADVISED FUNDS Dr. Joe and Marian Bartos Memorial Fund Leon and Betsy Janssen Fund A named fund created with a gift of $5,000. Early Hill Fund Mac and Kristi Davis Fund The donor makes recommendations Ed Olson and Linda Caldart-Olson Family Fund Mihi Cura Futuri Fund annually regarding allocation of earnings to Ehrsam Stewardship Fund Mitzvah Fund preferred charitable purposes and a pledge Eric and Lynn Delzer Charitable Fund Moncrieff Family Fund to make corpus to $25,000. Eugene and Marilyn Baus Fund Peter and Barbara Lettenberger Fund Fomotor Fellowship Foundation Fund Peter and Grace Friend Fund A. William and Joanne B. Huelsman Fund Ford and Bobbe Titus Fund Renee Bryant Valvassori Fund Audrey and James Stewart Fund Fran and Carol Wagner Fund Rhody and Carolyn Megal Fund Bert and Bob Duckett and Family Fund George W. and Emily M. Lorenz Fund Richard and Judith Oates Fund Bob and Becky Illing Fund Greenwald Family Foundation Fund Riley Family Fund Bortz Family Foundation Fund H & D Fund Robert and Bonnie Nagy Fund Brookfield Junior Woman’s Club Holly Christina Stahl Love Life! Fund Ronald and Kathryn Bertieri Fund Community Fund James and Shirley Klauser Fund Rosemary and Dean Dobratz Memorial Fund Bryce and Anne Styza Fund James and Suzanna Lacy Fund Sabrina Mia Bryant Fund Catherine and David Vetta Family Fund Jarich Family Education Fund Sharon M. Wichgers-Perrow Dalton Charitable Fund Jay and Colleen Walt Family Fund & Michael W. Perrow Fund Dalum Family Fund Jay Balchunas Memorial Scholarship Fund Steve and Cathy Johnson Fund D’Angelo Family Fund Jeffrey D. and Sara R. Ford Wiesner Stone of Accord Fund Daniel and Jenifer Finley Fund Family Fund Stowell Family Foundation Fund David and Anousone Lettenberger Fund John and Barbara Nevins Fund Sue and Wally Dinsmoor Fund Dick Cobb Family Memorial Fund Joseph and Linda Buday Family Fund TaLi12092 Fund Dixon W. and Herta E. Benz JT Hilligoss Memorial Fund Thomas and Betty Arndt Fund Family Foundation Fund Katherine E. Nell Fund Thomas X. Herro Memorial Fund Don and Judi Stephens Family Fund Keith and Betty Rupple Family Fund Thompson Family Foundation Fund Donald J. and Betty Lou Tikalsky Kerwin Family Fund WaterStone Bank Fund Community Fund Kultgen Family Fund Wildcat Fund Donald W. Fundingsland Fund Laura and Daniel Gruber Memorial Fund William B. and Cathy D. Davies Family Fund Dr. Gerald and Susan Bellehumeur Fund LaVern H. and Kathryn J. Herman Fund William M. and Michele A. Holcomb Family Fund

CHILDREN’S/YOUNG ADULT FUNDS DONOR DESIGNATED FUNDS Fox River Development Fund A fund created for those under 18 years old A named fund created with a gift of at Frank and Elaine Pagliaro Education Fund with a minimum gift of $500 and a pledge least $10,000 for which the donor iden- Fred and JoAnn Portz Fund to make regular contributions to bring the tifies a specific nonprofit organization to Friends of Waukesha Public Library Fund fund’s corpus to a minimum of $5,000. be the permanent recipient of the fund’s James L. Frisch Fund annual earnings. John P. Macy Administrative Fund Blake’s Fund Leah Mia Fund Kohls-Mitchell Fund for AnglesGrace Hospice Brett’s Fund Moncrieff Hope Foundation Fund Armand F. and Mildred J. Delzer Lt. Col. Donald A. Adam Fund Fun Fund Z.A.M. Foundation Graphic Arts Scholarship Fund Marc and Janis Delzer Family Fund Betty Lou and Don Tikalsky Fund Milton Weber Conductor’s Chair Fund A Bob and Joyce Winchell Fund for United Way Milton Weber Conductor’s Chair Fund B Bryce and Anne Styza Public Art Fund – Wilson Center for the Arts Fund Ralph and Joan Staven Bryce and Anne Styza – Waukesha Service Club Fund – Waukesha Civic Theatre Fund Richard and Cathy Labinski Bryce and Anne Styza – Waukesha Civic Theater Fund – WCCF Administrative Endowment Fund Robert F. Smart Eagle Scout Fund Carroll and Jim Bolger Family Fund Susan and David Bothof Fund for United Way Chet and Helen Goff Fund Waukesha State Bank Dan and Chris Blask Family Fund – First Presbyterian Church Fund for Hope Center Waukesha State Bank Dave and Lisa Schultz Fund – Presbyterian Homes/Avalon Square Fund Waukesha-based Hope Center is committed to Early Hill Administrative Fund Waukesha State Bank Salvation Army Fund serving those in need in Waukesha County and Elaine H. Spelius Fund Winchell Family Phantom Lake preventing homelessness. Elva Koutnik Memorial Fund YMCA Camp Fund

12 - WAUKESHA COUNTY COMMUNITY FOUNDATION CURRENT CHARITABLE FUNDS FIELD OF INTEREST FUNDS Milwaukee Animal Rescue Center PROJECT FUNDS A named fund created with a gift of Legacy Fund WCCF manages assets for major $25,000 or more that identifies gener- Montessori School of Waukesha Fund community projects like public art and al areas of interest, such as education, Mukwonago Community Library community libraries and recreation arts, environment, health, or youths, or a Endowment Fund facilities. Contributions are held in specific community or geographic region of NAMI Waukesha Inc. Fund short-term investment vehicles until Waukesha County. A Field of Interest Fund New Berlin Public Library Fund payments are needed for the project costs. gives a donor the satisfaction of Park Foundation of Waukesha Fund supporting a special area of interest, but 180 Juvenile Diversion Fund gives the Board of Directors the respon- Pauline Haass Public Library Fund Easter Seals Workforce Training Center sibility for evaluating programs in the field Peak Nordic Ski Club Fund and allocating fund earnings to programs Phantom Lake YMCA Camp Fund Jubilee Expansion Project Fund of highest merit. Safe Babies Healthy Families Fund Katelyn Ann Fennig Memorial Fund Society of St. Vincent de Paul Mukwonago Community Library Fund Hilary G. Bryant Fund of Waukesha County Fund Music in Cutler Park Fund LGBT Fund Stillwaters Cancer Support Services Fund New Day in Waukesha Fund Suicide Prevention Fund Tempo Waukesha Fund Okauchee Lions Park Campaign Fund Sylvia Nelson Moldenhauer Family Fund The Women’s Center of Waukesha Fund OWW Tram Challenge Fund for Mental Health United Way of Greater Milwaukee Public Art Fire Department Fund Women and Girls Betty Lou Tikalsky and Waukesha County Forever Funds Public Art Non-endowed Fund – Women of Distinction Fund United Way of Greater Milwaukee Salud Wellness Retreat Fund Women and Girls Fund of Waukesha County and Waukesha County Jayne Thoma Fund Smart Family Heritage Fund United Way of Greater Milwaukee Spotlight on the Future Fund ORGANIZATION and Waukesha County The Greater Milwaukee El Sistema Fund ENDOWMENT FUNDS Mary Baer and John Kramp Fund Waukesha Education Foundation An endowed fund belonging to a nonprofit Waukesha Civic Theatre Fund - South High School Pool Fund organization where the principal is invested - Unrestricted Fund and grants are made through interest, Waukesha County dividends and gains. The organization may Community Dental Clinic Fund - Waukesha Academy of Health Professions choose to follow WCCF’s 4.5% spending Waukesha Express Swim Team Fund - Waukesha Engineering Preparatory policy or take larger distributions so long Waukesha Public Library Fund Academy Fund as it meets with their board members WCCF Administrative Fund Zachariah’s Acres Phase 1 Campaign Fund approval. Waukesha Education Foundation – Bob Duckett Memorial Fund UNRESTRICTED FUNDS ACAP Fund – Fine Arts Endowment Fund A fund created with a gift of at least Bryon Riesch Paralysis Foundation Charitable – General Endowment Fund $25,000 that gives full discretion to the and Scholarship Fund – Hadfield School Scholastic Fund Board of Directors to allocate earnings Elmbrook Education Foundation – James Doepke Endowment Fund from the fund in response to grant – Brookfield Central High School Alumni – Kenneth Hollub Fund proposals from nonprofit organizations. Fund – Merlin & Grace Birk Fund The name of the donor is honored with – Brookfield East High School Alumni Fund – Schmidt Family Fund each gift from the fund. This permits a donor to support broad charitable interests, – Brucker Family Fund – South High School Class of 1977 Fund – Endowment Fund knowing that the Grants Review – Take the Lead Administrators’ Fund Committee has carefully evaluated – General Fund – Technology Fund requests from nonprofit organizations. – Staff Lead the Way Fund – Unrestricted Fund Elmbrook Humane Society Fund – Van Beek Library Fund E. John and Nancy Raasch Family Fund Food Pantry of Waukesha County Fund – Waukesha Engineering Preparatory Metanoia Fund Interfaith Senior Programs Fund Academy Facility Fund Rhody and Carolyn Megal Unrestricted Fund Kettle Moraine Education Foundation – Waukesha South Endowment Fund Stone Manor Fund La Casa de Esperanza Fund – Wiesner Fund WCCF Community Grants Fund LindenGrove Benevolent Care Fund – North High School Alumni Family LindenGrove Life Enrichment Fund & Friends LindenGrove/Linden Court-Waukesha Garden – South High School Alumni Family of Fond Memories Fund & Friends LindenGrove-Menomonee Falls – West High School Alumni Family & Friends Life Enrichment Fund Wheaton Franciscan-Elmbrook Memorial Fund LindenGrove-New Berlin Wildlife In Need Center Fund Life Enrichment/Franz Fund Youth Community Grants Fund

20142014 ANNUAL ANNUAL REPORT REPORT - 13 CURRENT CHARITABLE FUNDS SCHOLARSHIP FUNDS – Charles Turner Honorary – Norm Seeling Scholar Athlete Award Fund Scholarship funds allow our donors to Scholarship Fund – Pat Tyler’s Volleyball Scholarship Fund invest in the future by helping deserving – Hillside Student Scholarship Fund – Roland Schrupp Scholarship Fund students pursue higher education. Students – Holly Christina Stahl Love Life! – Simon Family Scholarship Fund benefit from the financial assistance as Scholarship Fund – Smirl Family Scholarship Fund well as the academic recognition of being – Irv Hoesly Memorial Scholarship Fund – Waukesha Women’s Club a scholarship recipient. Each scholarship – Jim Briscoe Honorary Scholarship Fund Scholarship Fund has its own specific purpose and eligibility – Board Leadership Fund criteria. Scholarship funds may be created with a minimum of $25,000. Jill Fischer Memorial ARTESIAN FUNDS – Arrowhead Basketball Scholarship A fund created with a minimum gift of Arrowhead Union High School Ken Gardner Five Diamonds Scholarship Fund $1,000 and a pledge to make regular – Hughes Scholarship Fund Knights of Waukesha Scholarship Fund contributions to bring the fund’s corpus to – Ann Marie Williams Scholarship Fund Kyle Paul Memorial Golf Scholarship Fund a minimum of either $10,000 to become a Donor Designated Fund, or $25,000 to – Class 1999 STEM Scholarship Waukesha Education Foundation become a Donor Advised Fund, – Current Scholarship Fund – Bonnie Schlais Scholarship Fund – Clyde Shields Scholarship Fund Unrestricted Named Fund or Field of – General Scholarship Fund Interest Fund, within a period of 5-10 years. – Col. H. Mueller Scholarship – Gutschenritter Scholarship An Artesian Fund provides an opportunity – Jeannette E. Gilbertson Scholarship – D. R. Fuller Scholarship Award Fund for donors to begin a giving legacy during – JT Hilligoss Scholarship Fund – Dianich Scholarship Fund their lifetimes with a lower level of – Lodes Scholarship Fund – Dr. David Hoeppner Scholarship contributions. – Marian H. Brandt Memorial Scholarship – Emery E. Reuss Scholarship Award Fund – Marion G. Johnson Scholarship Fund – Florence Harkness Scholarship Fund AngelsGrace Hospice Fund – Steinbach Scholarship Fund – Frisch Scholarship Fund Anne and Ray Foster Fund -– Weigel Scholarship Fund – General Scholarship Fund Beam of Light Fund Bill Zahn Honorary Burleigh – J.E. Worthington Technology Brewer Family Fund Student Scholarship Fund Scholarship Fund Christine M. Howard Fund Cole Philhower Scholarship Fund – James Elko Scholarship Fund Frederick and Barbara Syrjanen Family Fund Elmbrook Education Foundation – Jay Whitney Memorial Scholarship Jill and Craig Haupt Fund – Scholarship Fund – Jim Tyler’s Player’s Choice Award Fund Lipman Family Fund – Brookfield Junior Woman’s – John Schwerm Memorial Rick and Karin Gale Family Fund Club Scholarship Fund Scholarship Fund Steven Berndt and Barbara Tewes-Berndt – Brookfield Women’s Club – Mabel Amundson Memorial Family Fund Scholarship Fund Scholarship Fund What type of fund is right for you? You make grant decisions

Donor Advised Designated Scholarship INDIVIDUAL Funds Fund Fund OR FAMILY OR Community Foundation makes the grant decisions.

Field-of- Unrestricted Interest Fund We can help you find the right fund Fund for your charitable goals

14 - WAUKESHA COUNTY COMMUNITY FOUNDATION MEMORIAL GIFTS Gifts to the Cole Philhower Scholarship Marianne Alba Laura Kowalkowski Mike Alder Ronald Kralik Claude Allen Dawn Langston American Assn. of Dental Office Lawrence B. Goodman & Co., P.A. Managers LLC Eugene Leddy Brock An Nicole Lena Lynn Anderson Aleida Mackey Nathan Ansell Elizabeth Macready Mary Antunes Cynthia Manocchia Ronald Appel Susan Maples Liz Arsnow Roberta Markowski Stanley Bachak Sharon Mascetti Jerilynn Bachey Kimberly Mcdonough Russell Baker Jennie McGuire Donna Bambrick Tammy McHood Joan Barrett Lynne McHugh William Barrett Randall McLemore Samuel Barry John McMullen Larry Barton Karen McPartlin Paul Batley Jason Meadows Jeremy Behar Patricia J. Mikula Bradley Behrens Derek Covell Tracy Goodman Michael and Kay Milard Brandon and Leila Bergman CRC, INC Robert Gray Michelle Miller Stanley and Marion Bergman Matt Crimaldi Gray Pilgrim and Associates LLC Michael Minor Daniel Bjorklund Matthew E. Crowl Kirk Greenway Richard Miranda Susan Blaesing Dwight and Jean Cruikshank James Griffin Connor Mitchell Jeffrey Blair Paul Currie Jr. Linda Gulgowski Kristen Moore Phillip Boatright Lisa Cutler Jeffrey Hand Ronnie Mullins Fred Boyer Edward Dahm Virgil Hardin Timothy C. Murnane Donna Brandenberg Delafield Brewhaus Patricia Harding Allyson N. Nemoir Robert Breitenbach Amy Dellamater Evan Harris Northside Fellowship Club Donald Breitzman Gayle DeVoe John Harris Kevin Oliver James and Debra Breslawski Deanna Dickinson Michael Harvilla Ron O’Shea Gayle Bridge Thomas Dietrich Derek J. Hein Earl G. Pallan James Brinkley Thomas and Patricia Dietzler Jr. Eugene and Debra Heller Lisa Pearson Thomas and Vincenza Brophy Theresa Disrud Henry Schein - Practice Solutions Christine Peterson Ronald Brown Mary Dodd Michael Herrin Christine Petroff Dawn Brudette Heidi L. Doedens Rodney Hill James Philhower Kevin Bruniston Bridget Dorsey Paul Hinsch Jennifer Philhower Business and Tax Accountants LLC Keith Drayer Michael D. Hirsch James and Kathryn Pietaro Natalie Carlson Edward Duke Samuel Hobbs Scott Purcha Fain Casey Patrick Eavey Laurel D. Hopkins Elizabeth Quinn Angela Caughron Robert Farfran Christopher Hoppe Victor and Kim Raab David Cerny Joe Fazzio David Houser Lindsay Rango Susan Cerullow Benedict R. Fedele III Todd B. Hughes Lindsay Rango Jeffrey and Anne Chatham Curtis Ferber Andrew Hulen Marti Real John Chatham June Ferguson Katherine Hust Anthony Reeder Rosemarie T. Cialini James Ferrell Jennifer Jaeschke William Reminga Genevieve M. Cicero Sandra Fink Cathy James Mackenzie Richter Lisa Cieslak First Choice Dental Group, S.C. Tim Jennings Philip Riley Alan C. Clemmensen Laura Francway Terry Johnson Courtney Robinson Dan Colombo Steven and Laurie Friedman Chris Jones Kelly Rollins Francesco and Roseann Commisso Cissy Furusho Betty Jonson Cheryl Roloff Cari Cook Ralph Galdieri Fahad Kajani Larry Rosen Thomas R. Cooper and Marcy L. Kamel Gantos Michael Kamp Matthew Roussel Nightingale Michael S. Gantos Alan and Susan Kegerise Rodion Rozin John Cos Azumi Garey Brain and Michele M. Kesseler Charles Ruff Richard Cottongim Ellen M. Gilligan Ronnie Klein John Ruggles Roberta Cottingim Marilyn Glowacki Maureen Knott Cindy Saddle Roger Cottongim Bonnie Goebel Richard Kofron Charles Salerno 2014 ANNUAL REPORT Memorial gifts continued on back cover 2014 ANNUAL REPORT - 15 MEMORIAL GIFTS FOR GOOD. FOR EVER. Gifts to the Donald J. and Betty Lou Tikalsky Community Fund in memory of Betty Lou Tikalsky Addiction Resource Council Our goal is to Cathy Bellovary make charitable Donald and Beverly Chappie Mary Curler giving easy Ronald E. Demshar Moira A. Desch SERVICE AND KNOWLEDGE Dale Destache The WCCF offers services and benefits to Dan Destache our donors. We also provide insight into Dennis Destache the community needs and the agencies Ward and Sue Evenson that can most effectively address them. We Al and Norma Exner oversee grant making to ensure that each First Business Trust & Investments E. John and Nancy Raasch grant achieves its intended effect. Ness and Phyllis Flores Norman and Linda Friedman Eugene Recknagel David Karwacki State Farm Insurance Agency SIMPLICITY Peter and Karol Kennedy S.T. and Palma Stevens The WCCF offers an easy and effective Philip and Elizabeth Klein Frank and Julie Stockinger way to support the groups and issues Dan and Carol Lebovic Leeland Tikalsky you care about through a gift to a single Charles Lorentz Mary Ann Tikalsky organization. Mendez and Winston Family Robert and Catherine Van Domelen Mary Morris Mary VanKrevel TAX AND FINANCIAL BENEFITS John Nevins James R. Waggoner Gifts to the Waukesha County Ogden & Company Inc Hyla Winston Community Foundation receive the Gregory L. Polacheck Jane Winston maximum tax advantages for income, gift Joan Quilan and estate tax purposes. We maximize charitable assets by offering low fees and GIFTS IN MEMORY OF: fewer administrative burdens than private Mary Brearcliffe by Suzanne Frank stad, Curtis and Muriel Johnson, Michael and foundations. Martha Chambers by Martin and Lynn Kern Kathryn Panaro, Robert and Nancy Eberhar- Dick Cobb by the Baird Foundation Inc. dy, Joyce C. Nelson, Lila Joy Goll, Peter T. CHOICE Mary Cottrill Chapman by James and Mary Roidt and Mary Ann Schram, Arthur C. Swan- The WCCF can accept and handle Beth Cottrill son, Jeanne R. David, Isabel M. Brown, Don- sophisticated gifts, including stock, real Hazel Danner by Al and Norma Exner ald L. McNeil, James and Mildred Bierman, estate, life insurance, and personal Mildred Delzer by Jane E. Delzer and Ken James and Jacqueline Myrhum, Charles E. property. We can assist you and your Finkel Myrhum, Stanley and Carla Laasch, Barbara financial advisor to create a gift plan to Marquerite R. DuVal by William and Cathy A. Rezner, Joanne K. Wurst, David Pollock, meet both your personal and financial Davies David R. Remstad, Nancy C. Blom, Maxine needs, and all your charitable intentions. Katelyn Ann Fenning by the Miller Group Benrud, Lloyd and Jane Hughes, Women’s Jill Fischer by Roy and Nancy Andren Club of Hartland, David Pollock Geneva Frank by Suzanne Frank Mickey Nelson by Larry S. Nelson and Joy Harned by Martin and Lynn Kern Dawn Borowski Nelson Herbert F. Johnson by Michael L. and Donatella Ricotta by Suzanne Frank Cynthia Gallagher Julie Schmidt by Martin and Lynn Kern Evelyn Koeppen Huegel by Ranae Z. Rose Sinakurkowski by Roxanne Baumann Stavish Ruth Sorenson by Martin and Lynn Kern Mitch Kohls by Michael and Nancy Gutzeit, William Strickler by Martin and Lynn Kern Mary Moldenhauer, and the GE Foundation Paul Wagner by Ellyn Lem Maggie Morris by Martin and Lynn Kern Pearl Wasserburger by Lori Van Meter Margaret A. Myrhum by Margaret A. Myrhum Estate, John and Mary Hauke, 16 - WAUKESHA COUNTY COMMUNITY FOUNDATION Donald Gottschalk, Steven and Cheryl Rem- HONORARIUM GIFTS in honor of 2014 Award Winners by Tracy Josetti In honor of Betty Arndt by Michael and Laraine O’Brien In honor of George and Iris Arnold’s 50th Anniversary by Robert L. Singer In honor of Sue Bellehuemer by Angela J. Krause-Lane In honor of Sue Bellehuemer’s Birthday by James A. and Meg Yost In honor of Lillian Boese by Sabrina Bryant LEADERSHIP and Brenda Dugan The WCCF adheres to the highest In honor of Christy Brown by Lynn Fugina, standards of professional excellence. Erin Stampfl and Maree G. Bullock We are in compliance with the Council on In honor of Lucia Brown’s Birthday by Mi- Foundations National Standards for chael and Jennifer Weisberger, Timothy and quality operations, donor service and Kerry Ripple, David B. Fura, Joseph Ghali accountability in the community foundation and Timothy and Katherine Caprez sector. In honor of Andrea Bryant by Valerie J. Brown and Kenneth Shearrow, Janean J. Cleveland and Waukesha Floral & Green- OBJECTIVITY house The WCCF distributes charitable dollars In honor of Andrea Bryant’s Birthday by to nonprofits in Waukesha County. We are Michael R. McCormick, Mary Daniels McCor- not the end-user. Unrestricted funds are mick and Miriam Stauff used to support the community’s most vital In honor of Bev Chappie by Peter and Kay In honor of Lynn Revoy by Edward Olson needs and opportunities, while additional and Linda Caldart-Olson Lettenberger and Thomas and Betty Arndt funds established by donors are In honor of Genevieve Rohrer by Dan In honor of Cathy Davies by Christopher designated to benefit our donors’ favorite Davies and Jennifer Thompson Rohrer causes. In honor of Judith Guerrero by Ross and In honor of Dennis Sampson by the Friends Ellen Langill of New Berlin Public Library Inc. In honor of Jean Hermsen by Louise D. In honor of Doris Smith by April Lopez STEWARDSHIP Hermsen and John Kaufman In honor of Deanna Tillisch by Ron and When donors establish permanent In honor of Rosa Ibanez by Maria Peters Laura Strain, Patti Wrobel, and Donald and endowments with the WCCF, we make In honor of Mary Elizabeth Green Jameson Kathleen Wilson sure that, if a nonprofit organization’s by by Carroll University and Claire Beglinger In honor of Vicki Thompson mission changes significantly, funds are Deanna Budney In honor of Marie Kingsbury by Ann D. reallocated according to the donor’s Allen In honor of Erin Verdoni by Rich and Shawn original intent. In honor of Sue Lacy by Eric and Lynn Verdoni Delzer In honor of Meg Yost by Angela J. Krause- In honor of their daughters by Ross and Lane PERMANENCE Ellen Langill In honor of the marriage of Bonnie Zabel The WCCF was established in 1999 In honor of Ellie LeMacher by Paula Jacobs by Martin and Lynn Kern thanks to the vision of a group of In honor of Kathryn Leverenz by The Wom- In honor of Martha Zaganczyk by John community members and has experienced Zaganczyk en’s Center, Inc. significant growth. With an endowment, In honor of Lucille Martin by Michelle assets are invested to generate an Waters ongoing source of income year after year In honor of Lorraine McAdams by Martin and Lynn Kern in the community, keeping your legacy In honor of Kathy McAvoy by Jane E. alive even after you are gone. Delzer and Ken Finkel In honor of Mary McNulty by Clare Walicki In honor of Carolyn Megal by Carrie Megal In honor of Margaret A. Myrhum by Rodney J. and Denna Glodowski In honor of Ralph M. North III by Ralph M. North 2014 ANNUAL REPORT - 17 Types of Gifts Types of Funds Donor Advised Funds support charitable organizations in a The WCCF works with our donors Donor Advised Funds require a specific field of services, geographic area and their professional advisors charitable investment of $25,000 and or other designation. to facilitate contributions in many support charitable organizations forms: recommended each year. Organization Endowment Funds Cash & Marketable Donor Designated Funds Organization Endowment Funds are Securities Donor Designated Funds require a generally established by the named Marketable securities include stocks, charitable investment of $10,000 and charitable organizations in Waukesha bonds and shares of mutual funds. support specific charitable organizations County as a way for them to plan for a selected by the donors at the time each more stable financial future. Contributions fund is made. of any amount are welcome to help these Closely-held organizations secure long-term stability. & Restricted Stock Contribute closely-held or restricted stock to Unrestricted funds maximize giving options and minimize tax Unrestricted Funds provide funds for Artesian Funds Artesian Funds require a gift of $1,000 to liability cost-effectively. responding to competitive grant requests serving Waukesha County’s greatest begin and future contributions to needs as determined by a volunteer eventually establish Donor Advised, Business & Partnership Grants Review Committee and the Board Donor Designated, Field of Interest or Interests of Directors. Unrestricted Funds. Contribute whole or partial interest in an investment or business. Field of Interest Funds Campaign Funds Field of Interest Funds require a Campaign Funds are non-endowed funds Tangible Personal Property charitable investment of $25,000 and that serve temporary purposes. Offer tangible personal property like rare books, furniture and artwork. What is the Waukesha County Real Estate Give your principal residence or vacation Community Foundation? home, a farm, a commercial building, • We are a collection of charitable funds special projects in Waukesha County, a subdivision lot or undeveloped land. established by individuals, families, we identify needs, stimulate businesses and organizations to help resources to address those needs and Retirement Plan Assets meet local challenges and improve help strengthen Waukesha County for Name the Community Foundation as a the quality of life in Waukesha County. the future. primary or contingent beneficiary of a qualified retirement plan, i.e., IRA, SEP, • We receive charitable gifts, work with • Our volunteer Board of Directors 401(k), 403(b), etc. You may be able to families, individuals, attorneys, and and staff are dedicated to make a larger gift than you anticipate. estate and financial planners to devise understanding donor needs, plans that fit every economic situation, representing their charitable Gifts of Life Insurance ensuring that donors’ charitable interests, expertly handling complex Name the Community Foundation as a contributions are used to the fullest gifts, wisely managing charitable primary or contingent beneficiary of a life extent and for maximum benefit. funds and leveraging a plethora of insurance policy. If we are named both sole community knowledge to improve owner and beneficiary of a paid-up policy, • We place gifts into funds, manage the charitable impact. you will be eligible for a charitable income assets of those funds for growth and tax deduction. Your additional premiums make grants from those funds. • We serve as a hub for a collaboration may also be tax deductible. between philanthropists, nonprofits • We offer several types of funds to help and other funding organizations donors meet their charitable goals across Waukesha County. while also meeting community needs. • We connect ideas, initiatives and 18 - WAUKESHA COUNTY COMMUNITY FOUNDATION • We make grants to agencies and dreams. Maximizing nonprofit providers in the health and human services field The Thriving Waukesha County Alliance (TWCA or the Alliance) communication among officially began implementation of taskforce recommendations in the nonprofits. early 2014 with a mission to create long term sustainability and • Homelessness and optimal capacity of the health and human services sector. transportation were identified in the original What does this mission really mean? What is the driving force Taskforce study as two demanding systemic change? How does this impact all top community needs stakeholders involved in providing services to those in need? that are not adequately addressed or served. Ed Olson and Jean Schultz serve In early 2011, stakeholders in Waukesha County identified These two basic need as volunteer co-chairs of Thriving significant challenges facing those providing services in the health areas provided a starting Waukesha County Alliance and human services sector. With the economic downturn of 2008 point for shared resulting in funding reductions, along with an increased demand for community initiatives. services, it was clear that a systemic change was necessary to avoid • A team of highly qualified professionals assembled in the significant gaps in service. summer of 2014 to examine appropriate measures and create a rubric to measure the impact of the Thriving The Thriving Waukesha County Alliance was formed as the result Waukesha County Initiative. of recommendations from an 18-month taskforce who researched best practice and collected data from 81 key agencies at the center “Thriving sponsored events have provided an opportunity for the of the health and human services network in Waukesha County. nonprofit community to come together, develop new relationships, and build an increased awareness of the interdependence of Led by volunteer chairs Ed Olson and Jean Schultz, the Alliance services,” Co-Chair Jean Schultz expressed. “We hope this will is comprised of a 13-member volunteer committee and one part-time lead to further collaborations and an increased opportunity to work project coordinator. Lead Alliance sponsors include the United Way smarter together.” of Greater Milwaukee and Waukesha County, the Waukesha County Community Foundation, the Greater Milwaukee Foundation, and the 2015 Thriving Priorities are focused in three areas: Waukesha County Executive’s Office. • System-Wide Advancement of building capacity and educational opportunities for the nonprofit agency leaders and In a community-wide effort, the Alliance is advancing boards. system-wide initiatives, specific collective impact initiatives • Key Priority Initiatives (collective impact opportunities) focusing focusing on key social issues, and also providing a catalyst for in the areas of Homelessness and Transportation. strategic collaborations throughout the county. Recommendations for both of these initiatives are expected to be completed by the end of June 2015. In 2014, key accomplishments included: • The Alliance has become a catalyst for strategic collaborations, • More than 20 nonprofit agency executives and board presidents objectively bringing key players together to facilitate attended Governance Leadership Trainings and Change community conversations and potential partnerships. In Management Seminars. addition, the Alliance is identifying resources to assist potential • More than 40 funders and donors attended a seminar restructuring/reorganization efforts. featuring the Public Policy Forum study on Nonprofits, the Thriving Study, and panelists highlighting funders and donors’ “As a community, we need to ensure these critical services are best practices. provided and can serve the growing need,” Ed Olson, Co-Chair of • Quarterly meetings with government and foundation funders Thriving Waukesha County Alliance, said in a statement. “Thriving were initiated to communicate funding strategies and explore Waukesha’s mission is to build long-term sustainability and ways to collaborate on strategic issues. optimal capacity in the nonprofit sector. In bringing key community • The original “80” nonprofits participating in the original study stakeholders to the table, we have an opportunity to help gathered for the first Nonprofit Leadership Consortium organizations work more effectively and efficiently than we have in Meeting, providing an update on TWCA, 2-1-1 Education, and the past.” a World Café to provide a networking opportunity and improve

20142014 ANNUAL ANNUAL REPORT REPORT - 19 FOR GOOD. FOR EVER. Women and Girls Fund 2014 WOMEN On behalf of the Women and Girls Fund Board of Trustees, AND GIRLS I am thrilled to share that 2014, our 10th anniversary as a Fund, was a year which honored our storied history and FUND GRANTS charted a dynamic, yet sustainable future. Our endowment reached a healthy $1.4 million, and since 2004, we have Waukesha County been able to distribute $510,000 to very deserving Community Dental Clinic organizations aligned with our granting parameters. This year $5,000 for improving oral health was marked by intensive strategic planning, with a special for underserved women in focus on enhancing our infrastructure — governance, Waukesha County marketing, fund development, and granting guidelines. University of Wisconsin Special thanks to the many women who have influenced the journey of the Women – Waukesha Campus and Girls Fund to date. We remain incredibly grateful to our founders, and our future $10,000 for Paving the Path looks bright given the talents of the existing Board of Trustees. This year, we to College program established secretary and treasurer positions, as well as an executive committee. The Woman’s Center In addition, we re-examined our budget, tightened granting criteria and reporting $10,000 for the emergency shelter expectations, and increased goals pertaining to community outreach and fund development. The Women and Girls Fund continues to advocate for and invest in Waukesha Community critical issues affecting women and girls, including but not limited to education, job Art Project training, shelter and transportation, financial literacy, physical safety, and mental $10,000 for team leadership health. development program The Board of Trustees, an all-female group of business professionals and Girl Scouts community leaders, provides the direction and vision needed to carry out the Fund’s of Southeast WI mission. All monetary awards granted by the Fund are monitored by the Board to $10,000 for its Latina initiative ensure our non-profit partners are meeting the desired grant outcomes. We cherish the trust our donors have put in us to elevate opportunities for women and girls and Safe Babies shine a spotlight on organizations who are influencing positive change. Healthy Families $10,000 for home visitations This year, we celebrated the 30th anniversary of the annual Women of Distinction

Luncheon. Our premier appreciation and fundraising event was again sold out with ACAP/Donna Lexa more than 500 supporters that included individuals, corporate sponsors, and Art Center $10,000 for improving self image government, civic and educational leaders. Thanks to co-chairs Mary Lodes and of women with disabilities Jennifer Thompson Davies who made the event possible under their leadership. We appreciate the tireless efforts of countless volunteers as well. The luncheon raised a United Cerebral Palsy record $97,000 for the Women and Girls Fund. $10,000 for their respite care With humble hearts, we know we are making a difference in the lives of women and girls. A shared sense of hope and responsibility bring continued excitement for the future.

Linda Caldart-Olson Chair, Women and Girls Fund

20 - WAUKESHA COUNTY COMMUNITY FOUNDATION Women of Distinction LUNCHEON Lillian Boese Christy Brown The 2014 Women and Girls Fund of Waukesha Special Assistant to the Chief Executive Officer County Annual Awards Luncheon honored Dean and CEO Girl Scouts of Lillian Boese, Christy Brown and Deanna Tillisch of UW-Waukesha Wisconsin Southeast as Women of Distinction and Genevieve Rohrer as Young Woman of Tomorrow. The luncheon raised a record-breaking $97,000. The community’s support resulted in a $2,500 increase from the previous year. The donations will help educate our commuity about the issues affecting women and girls, and fund grants to charitable organizations that actively address their needs. Deanna Tillisch Genevieve Rohrer The event marked 30 years of honoring the President Senior extraordinary accomplishments and leadership United Performing Oconomowoc of women across Waukesha County. Arts Fund High School

2014 BOARD OF TRUSTEES Linda Caldart-Olson, Mukwonago, Chair Sue Lacy, Waukesha Mary McNulty, Waukesha, Vice Chair Ellen Langill, Waukesha Nan Nelson, Oconomowoc, Treasurer Sherri Mowery Perrigo, Pewaukee Kim Preston, Lake Mills, Secretary Lynn Revoy, Waukesha Dolores Ocampo Brown, Menomonee Falls Martha Schmidt, Menomonee Falls Sarah Ehrhardt, Pewaukee Barb Tewes-Berndt, Waukesha Cathy Johnson, Delafield Rebecca Wangard, Milwaukee Tracy Josetti, New Berlin Meg Yost, Hartland

20142014 ANNUAL ANNUAL REPORT REPORT - 21 Thank you to all of our donors for your significant investment 2014 CHARITABLE GIFTS in the women and girls of Waukesha County $100 - $249 Nan and Dennis G. Nelson Corrie M. Prunuske InPro Corporation Jill and Thomas Ausloos Linda Newberry-Ferguson Drake S. and Evelyn Reid Bryce and Anne Styza Fund Kathryn Bloomberg Laraine and Michael O’Brien Charlene M. Saber Johnson Bank Lillian and Gil Boese Dolores Ocampo Brown and Christopher Fox Johnson Conrols, Inc. Kimberly Brodish and James T. Brown Martha Schmidt KS Energy Services Christy L. Brown Daniel B. Olson Dorothy Smith Landmark Credit Union and Brian Bullock Shari and Robert D. Olson James J. and Audrey Stewart Manpower Group Sabrina Bryant Frank Pasternak Leslie J. Wajda Susan Jo Marguet Deanna Dubney Lora B. Peterson Clare Walicki and Ronald D. Nash John and Kathryn Buono Kim Preston Jean A. McKey Maribeth A. Bush Cathy J. Priem $500 - $999 and Jerome Houfek Susanne S. Carman Barbara Prindiville Axley Law Firm Mary and Barry J. McNulty Mary K. Carpenter Sharon and Kevin J. Rohde Katherine M. Bayliss Megal Development Corporation Brian G. and Kathy Carroll Betty and Keith Rupple and Thomas Mann Michael Best & Friedrich LLP Cheryl Carron Schneider Consulting Barbara Tewes Berndt Maike and James D. O’Rourke Robert A. Cocroft Vicki and Michael P. Schroeder and Steve Berndt Sherri L. Mowery Perrigo Donna Conant David and Lisa Schultz DeAnne C. Blazek Oberlin Filter Company Karen L. Conrad Jean M. Schultz and Larry Hetzel Linda Caldart Olson Marybeth and James D. Cottrill Lyn and Jeffrey Schulz Enterforce Inc. and Edward Olson Gerald E. and Judy Couri Melanie and Michael Sikma GE Foundation Family Fund Todd and Darcy Cournoyer Vanguard Computers Inc. Goff’s Collision Repair Center Park Bank Janet and Tom Curtis Joyce A. Smith Goodwill Industries Quarles & Brady LLP Cathy and William Davies Lynn Sprangers of SE Wisconsin R&R Insuarnce Services, Inc. Jane E. Delzer and Ken Finkel Barbara and Frederick L. Syrjanen Interstate Sealant Page and John Remmers Suzanne Frank United Way of Waukesha County & Concrete, Inc. Lynn and Augie Revoy Kathleen Gale and James Durnil Deanna and Eric Tillisch Jannsen + Company, S.C. Safro Motorcars Kathy Hager Sara J. Toenes Anita Ransome Kuchler Margaret Sanborn Gloria and Paul Halverson Ellen M. Trytek and George Kuchler Tempo Waukesha Cathy V. Hart Susan G. Vetrovsky James and Suzanna Lacy Fund Town Bank Nancy and Douglas N. Hastad and Michael Goldstone Ellen and Ross Langill Waukesha Surgical Jill and Craig Haupt David J. and Katy Vetta Marie L. O’Brien Specialists SC Charles and Patricia Herro Rebecca Wangard PR Management Services LLC We Energies Jeannine Hicks Donald S. and Kathleen Wilson Schenck SC Beatrice A. Webster Vrakas/Blum & Co., SC Catherine G. Worden Dian and Mark Selby Judith Wenzel and Tom Ristow Ann Homstad Select Advisor Group Inc. Wine Seasonings Ideal Club of Waukesha $250 - $499 Stifel Nicolaus Thomas Wittman Tracy Josetti Automatic Entrances UW Credit Union and Beth Erickson Wittman Martin and Lynn Kern of Wisconsin, Inc. Kari and Stewart M. Wangard Meg and James A. Yost Barry and Joanie Kerwin Alyssa and Allen Ba Dennis M. and Pam Klumb Claire Beglinger $1,000 - $4,999 $5,000+ Richard M. and Michelle Kobriger Vicki Bourdow Betty and Thomas Arndt Andrea and Anthony W. Bryant Paul and Fran Kritzer ProHealth Care Badger Meter Corporation Anonymous Mark and Karin Kultgen Jennifer Thompson Davies Robert W. Baird & Co. Inc. Century Fence Company Glorianne L. Kurth and Christopher Davies Baird Foundation, Inc. Kathleen Gray Cathy and Richard A. Labinski Eric and Lynn Delzer Susan C. Bellehumeur and Ronald B. Hofer Tracy Lagona Moira A. Desch BMO Harris Bank Steve and Cathy Johnson Fund Julie and Thomas P. Lipsky Donna M. Drosner Capri Senior Communities Peter J. and Kay Lettenberger Marlena and Roscoe Mackie Sarah Ehrhardt Carroll University ProHealth Care Heather Marks Karen J. Ellenbecker Beverly and Donald Chappie Red Stone Project, Jake Margaret Matejka Mary Ellen and Allan Froehlich Marykris Coryell and Gay Alberts Ruby Kathleen and Vincent S. McAvoy Herbert H. Kohl Charities, Inc. Couri Insurance Agency, Inc. Jennifer McCarthy Louise D. Hermsen Derse Foundation $10,000+ Anne M. Molzberger and John Kaufman Carol Dolphin GE Healthcare Anne and Brian Moore Mary Knudten DUECO Victoria and Michael Morrison George W. and Emily Lorenz The Ellenbecker Group Scott and Richelle Naze Jody and Christopher Lowe First Business Bank

22 - WAUKESHA COUNTY COMMUNITY FOUNDATION Financial Overview 2014

Net Assets Total Liabilities and Net Assets 34,000,000 38,000,000 32,000,000 36,000,000 30,000,000 34,000,000

28,000,000 32,000,000 37,161,661 26,000,000 30,000,000

24,000,000 28,000,000 $33,179,563 22,000,000 26,000,000 20,000,000 24,000,000 18,000,000 22,000,000 $28,187,907

16,000,000 20,000,000 $24,553,355 18,000,000 $23,448,038 2010 2011 2012 2013 2014 2010 2011 2012 2013 2014

Waukesha County Community Foundation, Inc. For the Year Ended December 31, 2014 (Unaudited)*

2014* 2013* Revenues and Gains Contributions* $4,105,146 $1,656,267 Investment income $1,976,207 $3,889,044 Total revenues and gains $6,081,353 $5,545,311

Grants and expenses Charitable grants and program expenses** $1,892,012 $1,454,896 Administrative expenses $389,977 $334,246 Fundraising $105,522 $74,940 Total grants and expenses $2,387,511 $1,864,082

Increase in net assets $3,693,842 $3,681,229

Net assets, beginning of year $27,150,402 $23,469,173

Net assets, end of year $30,844,244 $27,150,402

* Includes special event fundraising and noncash contributions ** Includes special event expenses As a 501(c)(3) organization, the WCCF files a Form 990 annually with the IRS. The Form 990 is open for public inspection at our office. The WCCF’s financial statements are audited annually by an independent accounting firm.A copy of the WCCF’s audited financial statements can be obtained by contacting the Foundation.

20142014 ANNUAL ANNUAL REPORT REPORT - 23 Waukesha County Community Foundation 2727 N. Grandview Blvd., Suite 122 Waukesha, WI 53188

262-513-1861 • www.waukeshafoundation.org

Cole Philhower Memorial Gifts continued

Vincenzo and Theresa Savinelli Shelley Sullivan Peter Ward Henry Schein Timothy Sullivan Amy Waryas Coleman Michele A. Schmid Tracy Sunke Brian Watson Eric and Jenifer Schneider Rodney Sutton Stephen E. Wegh Casey Schulin Randy Talaski Lee and Lynn White Chad Schultz Richard Taylor Raymond Willeford Sharon Schultz T.A. Thomnton Cathy Willhelm Adam Schulz Deb Torres David and Roseann Witt Richard Schulz Jeff Tracthenberg John Woehrle Theodore C. Schumann Jeffrey Tracy Marcy Wrend Wendy Scott Amber Tran Brian Yagoda Ralph See Michael Trautman Yost Investments Gary Severance Betty M. Unger Zimmerman Boltz & Company Jack Shalhoop William Upchurch David Sikora Christine Valdes John and Gail Siller Dwaine Valentine Drema Simpkins Chip VanDalen Cindy Siragusa Lyrra Vargas Murray Stamer Kevin Vasquez Steven Staniszewski Morgan Wainer Tracy Staudacher Wales Elementary Teachers David Steck Marquerite Walsh Ryan Steck Florence Walters Leroy and Theresa Stenger Gregory Waniorek Davey Stone Peter Ward