RE I INSP INSPIRE: serving as a leader, catalyst and resource to ensure sustainability The Community Foundation of Jackson Hole inspires the entire community to support local nonprofits and to celebrate philanthropy through an incredible annual matching grant opportunity – Old Bill’s Fun Run for Charities. The next generation learns the importance of strategic giving through the Youth Philanthropy program. Nonprofits find talented new volunteers through our Volunteer Jackson Hole website. Philanthropy reinforces our fundamental humanity and our shared values, connecting us to what is truly important. INVEST: devoting time, talent and treasure to positively impact the community We are a family of funds, responsibly managed and maintained. By providing superior donor services, flexible charitable giving options and prudent investment alternatives, the Community Foundation helps donors support all the causes they care about at home and around the world. We help them structure their giving to provide immediate funding or to ensure stability for nonprofits in perpetuity. INVEST ENRICH: improving lives through philanthropic leadership When we invest our time, talent or treasure, we all become philanthropists and enrich our community — regardless of our net worth. • Over the last 22 years, the Community Foundation has granted $195 million. • In 2011, 48 local nonprofits received $758,700 from the Foundation’s competitive grant funds. • The Community Foundation holds approximately 200 funds and in assets. $29 million • Over its lifetime, Old Bill’s Fun Run has raised over $82.5 million to benefit local nonprofits. • Since 2001, the Community Foundation of Jackson Hole has consistently granted more dollars per capita than any other community foundation in the United States. • In 2011, local students received $96,500 in scholarships to pursue their dreams. ENRICH TABLE OF CONTENTS 2011 WELCOME LETTER Welcome Letter . 1 Board and Staff . 2 Youth Philanthropy . 3 Margaret and Cal Mathieu . 4/5 2011 Competitive Grants . 6/8 Economic Response Initiative. 9 Robin and Bill Weiss . .10/11 Community Foundation Funds. 12/15 Carrie and Scott Kirkpatrick . 16/17 Old Bill’s Fun Run for Charities. .18/21 Community Foundation of Teton Valley Affiliate. 22/23 Key Financial Indicators . 24 Legacy Society Members. 25 Donors. 26/Back Cover City Kids Wilderness Project TABLE OF CONTENTS ImprovInG lIveS through PHIlanthropic leadeRSHIP WELCOME LETTER Fifteen years ago, Mr. and Mrs. Old Bill had an idea that changed the course of philanthropy and profoundly affected all of our lives by inspiring each of us to invest in local nonprofits to enrich the entire community. Today it seems incredible that there once was a time when this fund raiser didn’t exist. Year 15 broke all the records. Combined with the matching funds donated by Mr. and Mrs. Old Bill and the other Co-Challengers, the grand total was $7,750,595 with a 54% match. Over the past 15 years, Old Bills Fun Run has raised over $82.5 million for Jackson Hole nonprofits, and one out of every three households participates (1) in the event. There are currently 9 other active Old Bill’s inspired events around the country, for a combined life-time total of over $112 million invested in nonprofits. The extraordinary vision of Mr. and Mrs. Old Bill and their fellow Co-Challengers has created the moral as well as the financial foundation of Old Bill’s Fun Run. They rely on their neighbors to identify the most concerning causes and the organizations best suited to address them. Being inspired by our donors and nonprofits alike renews our conviction to improve the social, cultural, environmental and health condition in our community. Through thoughtful stewardship of our resources and prudent investment of our funds, the Community Foundation navigates through this era of uncertainty, while at the same time, heightening the impact of our work. We invest in the passionate and talented energy of those devoted to our community’s enrichment. Katharine Conover, President Clay Geittmann, Board President BOAR D YOUTH & STAFF (2) Board of Directors Back (left to right): Bill Hoglund, Ken Dunn - Community Foundation of Teton Valley - Chair, Grant Larson, Pete Lawton - Treasurer, Clay Geittmann - Chair 2nd Row (left to right): Jim Auge - Executive Committee, Jim Moses - Past Chair, Tom Muller (2012 board member), Bill Weiss - Vice Chair, Carrie Kirkpatrick - Ex Officio - Past Chair, Dick Collister, Alan Hirschfield, Margot Snowdon Front Row (left to right): Erika Pearsall, Mercedes Huff, Karen Terra - Vice Chair, Sandy Hessler (2012 board member), Shelley Simonton - Secretary, Karla Tessler, Carine Dubois Not Pictured: David Carlin, Cathy Kehr, Ted Ladd, Brad Mead, Bill Newton - Emeritus, Veronica Silberberg, Richard Spencer Staff Back Row: Karen Coleman - Vice President, Finance & Operations Amy Rojo - Senior Philanthropic Services Officer Katharine Conover - President Annie Jack - Old Bill’s Fun Run Coordinator Nicki McDermott - Special Events & Marketing Officer Seated: Nina Resor - Office Manager Pam Sather - Finance & Operations Officer BOAR D YOUTH & STAFF PHILANTHROPY The next generation of philanthropists is learning how to award grants effectively through the Community Foundation’s Youth Philanthropy program. Local high school students solicit and review grant proposals, meet with local charitable organizations, discuss effective strategies for community impact and award grants to local organizations. The following Off Square Theatre Company organizations received 2011 Youth Philanthropy grants: 2011 Youth Philanthropy Competitive Grants Arts AND CULTURE Cultural Council of Jackson Hole Windows to Wyoming $500 Off Square Theatre Company Youth Programming $583 (3) paRTners developing Creativity $500 COnservatiON AND ENVIRONMENT Grand Teton national Park Foundation Wildlife Conservation Initiative $500 Yellowstone-Teton Clean energy Coalition We Can Be Idle-Free $583 EDUcatiON Teton literacy Center Reading around Town $1,083 HEALTH AND HUMAN Service Boundless Fund Opportunities for Children $500 ClImB Wyoming General Operations $583 Community Resource Center leave the lights On $1,500 el Puente access to Health Care for Children $500 Habitat for Humanity Building a Green Future $1,500 Horse Warriors Parent Saddle Funding $500 Jackson Cupboard Food Purchases $2,583 Jackson Hole Therapeutic Riding association Physical Therapy Riding equipment $750 latino Resource Center Bilingual Support Services $1,833 Horse Warriors INSPIREE (4) Margaret and Cal Mathieu We spent a long time kidding each other about the big date we were going to have. INSPIREECal: I was a ham radio operator living in Pasadena when Pearl Harbor happened. I was working with rubber at the time, and it became hard to come by so I enlisted. There was a six month wait before I would be called to duty, so in the meantime I started working at Cal Tech with Dr. Ellis. Margaret: I was working with Dr. Ellis, too. One day after Cal and I had both been transferred to a naval ordinance test station, he called me up and we talked about our big date like we would do. It took me a while to realize he was serious. That was the beginning of a romance. Jacksonitis. There’s no cure or vaccination so you might as well make arrangements once you get that bug. Cal: We had decided to travel to Jackson, so I called Triangle X and asked to book space for 8 people in two weeks. Margaret: John Turner told him they were booked two years out, but Cal’s an optimist and left our phone number anyway. Sure enough, John called and said there had been a cancellation, so we headed to the ranch. Cal: Our middle child Janis got tonsillitis on that trip, and the doctor’s office wouldn’t make an appointment. After a couple of days of waiting, I decided to take a drive to see what was on the west bank. We asked around about land for sale hoping to look at 10 acres. Jack Huyler showed us the 465 (5) acre Rocking H Ranch from the back of a hay wagon. I took lots of pictures back to Pasadena. That was a mistake, because it sealed the deal. I had made up my mind we were going to have a ranch. I’ve been terribly lucky. I’ve been at the right place at the right time an awful lot of times. Cal: That’s how it was with the ranch. Ours is one of the biggest conservation easements in Teton County. At the time, the structure of it – small private ownerships with shared open space – was unique, and it took quite a while to convince The Nature Conservancy that it would work. But now it’s fairly common. Margaret: It could have been developed into condominiums on top of condominiums. But we wanted it to stay this way forever. I call him Wild Bill because Old Bill’s was a wild idea. And why would he want to be called old when he could be called wild? Cal: Old Bill wanted the community to participate in philanthropy. You couldn’t get the community more involved than by using his model. The Community Foundation manages our Co-Challenger dollars, and we feel comfortable contributing because they know exactly how the nonprofits are using the funds.This model simplifies giving and has increased the volume of donations in Jackson. Margaret: Old Bill’s is a great way to be involved with all of the organizations here in a neutral way. Margaret and Cal were married in 1946, and they have three children, James, Janis and Julie, who all live in Jackson. Margaret grew up in Nebraska and followed her sister to California before the war. A woman with excellent short hand, Margaret was a sought after secretary. Her fondest memories involve her family and their horses. Cal was born in South Dakota and also lived in Kansas. His time at the naval ordinance training station was spent working on the Manhattan Project.