2014 Annual Report - Madison Community Foundation

Transcripción

2014 ANNUAL REPORT
INSPIRING
SUPPORTING
CONNECTING
PEOPLE FOR THE COMMON GOOD
INSIDE THIS
REPORT...
Letter from Board Chair and President 1
Letter from Jac Garner and Bob Sorge
MCF Board and Staff 2
MCF Board of Governors
MCF Staff
MCF by the Numbers 3
Snapshot of 2014 Numbers
Inspiring Donors 4-5
Supporting Our Partners 6-7
Affiliate Grants
Connecting to Community 8-15
Community Impact Grants
Continuing Multi-Year
Community Impact Grants
Financial Stewards 16-17
Grant Distributions Data
Statement of Financial Position
Statement of Financial Activities
Donor Fund Summary 18-25
MISSION
CORE VALUES
Madison Community Foundation
uses its local knowledge and
assets to inspire giving, support
meaningful initiatives and connect
people for the common good.
Generosity – We inspire giving
to improve our world.
VISION
The Greater Madison area will be a
vibrant and generous place where
people help each other thrive.
Permanence – We steward
community assets to ensure
permanent, multi-generational
philanthropy.
Connectivity – We listen to
fundholders, learn about
community initiatives and
foster connections.
Effectiveness – We identify
opportunities, align actions and
produce results.
2014 ANNUAL REPORT
Confirmed in Compliance with
National Standards for U.S.
Community Foundations
Integrity – We create trust by
acting with transparency and
accountability.
Dear MCF fundholders, donors and friends,
We are happy to provide you with Madison Community Foundation’s
Annual Report for 2014. It was a year of learning, reflection and growth.
We are grateful that so many of you took the time to share your insights
and perspectives on the question, “What is the unique value of Madison
Community Foundation?” Those conversations helped shape MCF’s
strategic plan and guide our work each day. Here is what we heard:
Jac Garner
Chair, MCF Board
of Governors
1. Independent credibility. You trust MCF to maintain a clear and
objective view of what’s happening in our community. Our first responsibility
is to you—our donors and fundholders — to ensure your resources are used
effectively and efficiently to support the things you care about.
2. Knowledge of the community. There are more than 5,000 tax-exempt
organizations in Dane County, of which more than 1,400 are 501(c)(3)s.
While those numbers are fluid, you expect us to use our resources to be
well-informed about the non-profits that comprise them.
3. Permanence. “Sustainability” may be a buzz word, but multi-generational
thinking has been the cornerstone of community foundations for decades.
In MCF’s case, that’s 73 years. You are proud to provide a tangible legacy,
knowing it will support the community you love today, tomorrow and for
generations-to-come.
Bob Sorge
MCF President
4. Expertise. You want MCF to help you make good decisions and provide
guidance on best practices. We can help you ask good questions. As
an accredited community foundation our knowledge base, policies and
practices are informed and reviewed by our peers.
5. Connectivity. The fundamental value of community foundations is the
power of collective impact, the “we.” Community foundations welcome large
and small donors alike and understand that generosity is an important value
that connects us all.
These are the things that set MCF apart and bring value to you. We are
honored to steward the resources you entrust to MCF and delighted to share
the stories of impact that follow in this report. They are stories about the
good things happening in our community—and they are your stories.
Thank you for embracing “we.”
Jac Garner
Chair, MCF Board
of Governors
and Fundholder
Bob Sorge
President and
Fundholder
1
“It’s been my pleasure to serve as MCF’s Board Chair, working side by side with a
talented board and staff and sharing a passion for philanthropy and a commitment
to our mission of helping good people do good.”
–Jac Garner, Chair, Madison Community Foundation Board of Governors
MCF BOARD OF GOVERNORS
Standing:
Jim Cavanaugh
Beth Donley
Martha A. Taylor
Jim Bradley
Joan A. Burke
Diane Ballweg
Bill DeAtley
Seated:
Peter Lundberg
Jac B. Garner
Roberta Gassman
Ismael Ozanne
Rich Lynch
Not pictured:
Steve Brown
Frank Byrne, M.D.
Craig Christianson
Al Friedman
Enid Veronica Glenn
Jeff Pertl
Blaine Renfert
David Stark
MCF STAFF
Standing:
Harmony Kronick
Bob Sorge
Tina Klehr
Tom Linfield
Connie Tibbetts
Seated:
Ann E. Casey
Darcy Kobinsky
Amy Overby
Allie Detert
Melinda Heinritz
Not pictured:
Liz Meland
Cassie Mordini
Brennan Nardi
Pat Eschmann
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2014 ANNUAL REPORT
MCF BY THE NUMBERS
A snapshot of 2014 reflects the power of collective
philanthropy and the impact it has on community
“A gift from Madison Community Foundation is like a ripple in the water—its impact flows
in all directions and touches the lives of everyone around us.”
–Grant Frautschi, President, Madison Parks Foundation
GRANT AWARDS
FROM ALL FUNDS
$9,986,377
1,509
GRANTS
GIVEN OUT
1,016 TOTAL FUNDS
$161,883,042
TOTAL MCF ASSETS
TOTAL AMOUNT OF CONTRIBUTIONS
TO MCF IN 2014
$16,038,081
As of 12/31/14
5
3-YEAR
COMMUNITY
IMPACT GRANTS
COMPLETED IN 2014
FOR A TOTAL OF $1,580,000
$1,385,121
TOTAL GRANTS FROM
MCF COMMUNITY
IMPACT FUNDS
The amounts presented in the financial highlights on page 3 may differ from the amounts shown in the condensed financial
statements on Page 17 due to the consolidation of supporting organizations and other financial disclosures required by GAAP
accounting standards. For more information, please refer to the complete consolidated financial statements available
at www.madisoncommunityfoundation.org.
www.madisoncommunityfoundation.org
3
INSPIRING DONORS
DEAN AND ANN BOWLES
Amy T. Overby
Vice President, Donor
Engagement, and Fundholder
Your Giving…Be Inspired
Inspire: to fill someone with
the urge or ability to do or feel
something; to energize, motivate,
galvanize. There are many
charitable causes in our backyard
and throughout the world that
inspire us – chamber music,
medical research, educational
achievement, social justice, etc.
What inspires you to give? Your
inspirations are our mission at
MCF. Allow us to help you with
your giving. If you know your
inspirations, we’ll fulfill your
wishes during your lifetime and
when you are no longer here. If
you want some guidance to find
your inspirations, we can do that
too. Contact me to learn more.
Contact Amy
(608) 232-1763
[email protected]
In addition to the generosity of our fundholders, Madison
Community Foundation is proud to steward its own Community
Impact endowment as a unique pathway for fundholders and donors
to support some of the most innovative and successful programs
and nonprofits in the area.
Through a rigorous grantmaking process led by Tom Linfield,
MCF Vice President of Community Impact, and our Grantmaking
Committee, fundholders like Dean and Ann Bowles can take part
in MCF’s efforts to identify opportunities for high-impact giving in
seven focus areas: learning, arts, children, elderly, environment,
community development and organizational capacity.
For Dean Bowles, supporting the MCF Community Impact
endowment captures his and Ann’s own mission and goals of
supporting community development and renewal throughout Dane
County. As longtime Monona residents and community advocates,
Dean and Ann give generously to teaching and learning, schools
and libraries, and more recently to the newly established Friends of
Dane County Parks Endowment. When the Monona Grove Education
Foundation created endowments for each of its five district schools,
the Bowles gave the capstone gift that allowed the funds to begin
their distributions.
Dean says creating the Bowles Family Fund to support MCF’s
Community Impact grants offers them another permanent vehicle
for targeting donations in a variety of areas where needed.
“MCF is a good vehicle that brings people together around
common purposes and causes,” he says. “And it allows people
to find new causes.”
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2014 ANNUAL REPORT
JOHN AND SALLY OUELLETTE
The Joy of Giving
When John and Sally Ouellette took a financial
advisor’s suggestion and created the Ouellette Family
Donor Advised Fund, they never imagined the joy it
would bring them. Now nearly two decades later, the
endowment has allowed them to give away more than
their original investment. Not only that, the fund today is
worth more.
“That’s called the miracle of compound interest and
good investing,” says John, a retired allergist. “A tree
farm does the same thing—the value of trees also
compounds so the longer you keep them the more
they’re worth.”
John would know. Back in 1971 the Ouellettes
purchased the 297-acre Dayton Ridge Tree Farm in
the Driftless Region near Richland Center. It’s there
that they’ve tended to a lot more than black walnut
and other fine hardwood trees, sharing their farm with
service and learning communities that come from far
and wide to learn and grow from their experiences.
The spirit of generosity is a theme woven throughout
the Ouellette’s lives in both rural Wisconsin and back
home in Madison, where they raised their four children
and now happily dote on their grandchildren near
and far.
As devout Catholics, much of their charitable giving
is focused on religion. They generously support the
Catholic Diocese of Madison’s seminary education
programs, as well as Blessed Sacrament Parish,
their place of worship, which also receives Dayton
Ridge Christmas trees. The Ouellette’s children and
grandchildren inspire their giving choices, too. John’s
smile grows wide as he remembers his grandkids’
fearless climbs to the top of the Mad City Waterski Team
pyramid. Sally proudly shares the newspaper clipping
of her grandson Rock scoring two home runs at a recent
West High School baseball game. From water sports to
soccer clubs to baseball teams to college athletics, the
Ouellettes donate to charities and programs that not
only enrich their family’s lives, they make sure to support
friends and teammates who otherwise couldn’t afford to
buy uniforms or travel to tournaments.
In 2010, the Ouellettes made a very special gift that left a
lasting legacy for all of Madison to enjoy. The mixture of
hardwoods for the floors, cabinetry and woodwork that
brings happiness to every child that plays in the Madison
Children’s Museum came right off Dayton Ridge Farm.
“He’s always liked to take care of living things,”
says Sally of her husband’s decisions in life, career
and philanthropy.
For Sally, making people happy makes her happy, plain
and simple.
“I just love to give,” says Sally. “It’s so much fun.
If we didn’t share it we wouldn’t have as much joy.”
Says John: “The
you receive.”
bottom line is that it’s in giving that
KNOW YOUR ADVISOR Jennifer A. Hannon, Godfrey & Kahn, S.C.
How does the Madison Community Foundation support your clients? MCF assists our
clients by providing valuable research and insight regarding the philanthropic opportunities
within our community. This information allows our clients to consider a more strategic and
focused approach to their philanthropy, which ultimately makes our clients’ contributions
more meaningful. MCF also helps our clients build relationships with the organizations they
seek to support.
MCF’s approach to philanthropy supports various opportunities to give. This flexibility makes it
easy for clients to adjust their planned giving as priorities, interests or finances change. It also
allows our clients to engage and educate future generations in the importance of philanthropy.
5
SUPPORTING OUR PARTNERS
AFFILIATE GRANTS
A Fund for Women
Melinda Heinritz
Strategic Partnerships Director
2014 was my first full year on staff.
What a year! I so enjoyed my
work with our regional affiliates
in Columbus, Lodi, Middleton,
Monona and Rio and the
opportunity to learn more about
what makes those places great.
Each community is served by
volunteers who raise resources,
distribute grants and promote the
importance of philanthropy.
Much of my time focused on A
Fund for Women, which met a
goal to increase its endowment
to $2.1 million. In 2014, we also
completed a strategic planning
initiative to revisit the mission,
vision, brand identity and world
view. That framework will guide
decision-making and allow us to
deliver greater impact.
Created in 1993, A Fund for Women has given more than $1.1million
in grants to more than 60 local nonprofits serving women and girls.
Our mission statement is: “we transform the community so that
women and girls thrive.” In 2014, AFFW distributed nine grants
totaling $65,000 to the following agencies: YWCA of Madison,
Community of Hope United Church of Christ, Centro Hispano of
Dane County, Operation Fresh Start, Briarpatch Youth Services,
Goodman Community Center, Lussier Community Education Center,
Lilada’s Livingroom, and the Wisconsin Alliance for Women’s Health.
For more information, visit
http://madisoncommunityfoundation.org/AFFW
The Monona Fund
I continue to be amazed by the
efforts of volunteers stewarding
each of my six strategic
partnerships. Each and every
person demonstrates time and
again the difference that one
individual can make, not just
through financial contributions,
but through gifts of time and
talent as well.
Contact Melinda
(608) 232-1763
[email protected]
6
2014 ANNUAL REPORT
In 2014, the Madison Community Foundation welcomed its fifth
regional affiliate, the Monona Fund. A group of dedicated residents
created the fund “to help support the community of Monona
by backing charitable causes with a vast outreach.” MCF looks
forward to collaborating with the generous and community-minded
residents of Monona to build the fund’s endowment in the years
to come. For more information, visit
http://madisoncommunityfoundation.org/Monona
Columbus Area Endowment
Lodi Area Community Endowment
In 2014, the Columbus Area Endowment supported
five local organizations in their efforts to build and
upgrade facilities, projects and programs: Columbus
Public Library, Oilvet Congregational United, city
of Columbus, Columbus Area Senior Center, and
Wisconsin American Legion Foundation, Inc.
http://madisoncommunityfoundation.org/Columbus
Celebrating five years in 2014, the Lodi Area
Community Endowment (LACE) continues its
commitment to providing charitable resources to
enrich the greater Lodi community for present and
future generations. Grant recipients in 2014 include
the Ice Age Trail Alliance and Wisconsin American
Legion Foundation, Inc., which received two gifts—one
for Dane American Legion Post 503 Veterans Memorial
and the other for a kitchen project at the Maynard
Schulgen Legion Post 2. For more information, visit
http://madisoncommunityfoundation.org/Lodi
Middleton Community Endowment
Rio Community Foundation
Established in 2007, the Middleton Community
Endowment is committed to enhancing the quality
of life for present and future generations. The grant
recipients for 2014 included Friends of Pheasant
Branch Conservancy, Inc., Middleton Players Theatre,
Gilda's Club Madison Wisconsin, Middleton High
School, Middleton United Soccer Club, Clark Street
Community School, Alzheimer's & Dementia Alliance
of Wisconsin, and the city of Middleton to support the
Middleton Youth Center. For more information, visit
http://madisoncommunityfoundation.org/Middleton
Established in 2002, the Rio Community Foundation
(RCF) is a group of component funds of the Madison
Community Foundation dedicated to preserving and
enhancing the quality of life for people of all ages in
Rio, Wisconsin. As the central vehicle for obtaining
and coordinating charitable giving in the Rio area, RCF
recognizes that the community can do more when it
works together to address needs and opportunities.
http://madisoncommunityfoundation.org/Rio
7
CONNECTING TO COMMUNITY
2014 COMMUNITY IMPACT GRANTS
Autism Society of South Central Wisconsin
Tom Linfield
$20,000 to provide arts access for people with autism spectrum
disorders. In collaboration with Children’s Theater of Madison, the
Autism Society will offer theater and performance accommodations
designed to meet the unique sensory processing needs of youth
and their families.
Vice President, Community
Impact, and Fundholder
2014 grants funded a series
of innovative partnerships and
programs, from job development
training, to production of a Spanish
language school newspaper, to
Madison’s first giving day, The Big
Share. We continue to convene
agencies and facilitate discussions
and planning to build efficiencies,
increase impact, and foster
collaboration.
Learning is at the core of many
of the funded projects, from new
computer labs to community center
science clubs to efforts to reduce
the racial achievement gap. Many
organizations chose to partner
and bring their own expertise to a
cooperative project, whether it be
arts expertise, diversity training or
youth leadership development.
We celebrated the 10th anniversary
of Overture’s Great Performance
Fund, offered challenge grants for
new environmental and cultural
endowments, and built the capacity
of agencies large and small. It
continues to be a joy to work with
non-profit leaders and enable their
passion and vision.
Contact Tom
(608) 232-1763
[email protected]
Benedictine Life Foundation of Wisconsin
$30,000 to acquire and restore 53 acres on the north side of Lake
Mendota to native prairie and oak savanna. This will link several key
county, state and local recreation facilities.
Centro Hispano of Dane County
$27,500 for a state-of-the-art computer lab and endowment
challenge grant for maintenance and upgrades. Centro Hispano
will become a hub for job placement, employee workshops, skill
development and career planning. Over the next three years, the
number of Latino clients entering career training programs will
double, and the number that receive immediate job placement or
improvement will rise 30%.
Community Shares of Wisconsin
$55,000 to pilot Madison’s first giving day – The Big Share – raising
over $200,000 in a 24-hour period for 60+ organizations. Donors
will connect with local nonprofits, and the organizations will
build capacity to use digital tools, social media and fundraising
techniques. The program encourages new ways of giving, especially
from younger donors through social media.
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2014 ANNUAL REPORT
Gerald A. Bartell Community Theatre
Foundation, Inc.
$25,000 for sound, lighting and video equipment
improvements to bring the Drury Stage up to
industry standards and to upgrade the public space
in the Bartell Theatre. This will cut costs for the four
resident companies and other user groups, and
provide infrastructure to support additional music
performances, conventions and special events, all
increasing facility usage and revenue.
Lussier Community Education Center
$30,000 to develop young leaders of color who are
college, career and community ready. Activities include
a Summer Leadership Institute that consists of identity
development workshops, exploration of relevant social
justice issues, and training in leadership skills.
Madison Children’s Museum
Goodman Community Center
$40,000 to expand the capacity, participation and
impact of Girls Inc. of Greater Madison. This will
develop ten interconnected Girls Inc. sites where
600+ girls will engage annually in positive youth
development activities that leave them stronger,
smarter and bolder.
$18,000 to create and pilot a series of collaborative
arts programs for underserved families. The Museum
will work with Children’s Theater of Madison, Goodman
Community Center, The Salvation Army and the YWCA
to offer museum visits, performances and professional
development for partner staffs.
Greater Madison Jazz Consortium
$15,000 to provide disadvantaged youth with
high quality arts experiences and intensive music
enrichment based on research confirming the
effectiveness of after-school arts programming on
learning and achievements. Live music events, spoken
word, vocal music, dance and visual arts lessons will be
provided by a collaboration of the Boys & Girls Club,
Wisconsin Chamber Orchestra and Madison
Jazz Consortium.
Madison Music Makers
$18,371 to provide musical instruments and
performance equipment for a program that teaches
music to low-income students in community centers
and schools. Funds will increase the number of
students receiving music education in strings, guitar
and percussion.
9
COMMUNITY IMPACT GRANT HIGHLIGHTS
2 OF MCF’S 26 GRANTS ILLUSTRATE THE VARIETY OF WAYS
DONORS IMPACT COMMUNITY
Photo by Barry Sherbeck
NEHEMIAH CENTER FOR URBAN
LEADERSHIP DEVELOPMENT PROFILE
A Call to Action
In response to the growing acknowledgement and
understanding of racial disparities in our community
and the lack of coordinated leadership to tackle the
problems, the Nehemiah Center for Urban Leadership,
led by Co-founder and Pastor Alex Gee, stepped up to
advance the cause and find solutions.
Working with Cuna Mutual Foundation, MG&E
Foundation and Evjue Foundation, MCF gave $25,000
to Nehemiah for a comprehensive study of five focus
areas and strategic priorities: education, economic
development, incarceration, family and community
wellness, and leadership and capacity development.
For more than a year, a Nehemiah-led coalition called
Justified Anger interviewed hundreds of African
American residents as part of a plan to empower
the black community to define its own solutions. In
partnership with other leaders, area agencies and
nonprofits, and Dane County employers, Justified
Anger will begin to implement proposed solutions.
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2014 ANNUAL REPORT
Using community organizing strategies and backed by
civic, business, nonprofit and academic leaders, Gee
said Justified Anger formed teams, researched the
issues, and laid out a strategic framework called the
“Our Madison Plan” with several goals and initiatives
in each of the five focus areas. “It was very powerful
because we aligned the African American community
in a way that’s never been done before,” said Gee.
“We’ve accomplished so much. This is historic.”
Gee is also calling for continued community-wide
collaboration to implement the Our Madison
Plan and come to a consensus on measurable
outcomes.
“We will all be accountable,” he said.
MCF’s community impact grant allowed Justified Anger
to put a solid infrastructure in place, bring staff on
board, enhance communications, collect data and write
the Our Madison Plan.
OVERTURE CENTER FOR THE ARTS
A Birthday to Remember
It was an invitation and a thank-you note all wrapped
into one: “You are most cordially invited to celebrate
with us!” A decade after Overture Center opened its
doors in 2004, the performing arts venue thanked the
patrons who have enjoyed their experiences by inviting
them to a free and unforgettable birthday celebration
called 10Fest.
On a beautiful Sunday, September 27, 2014, Overture
was full of excitement and activity inside and out. As
crowds gathered to enjoy circus wagons and musical
and artistic performances along the streets outside,
all ten resident arts groups plus Overture’s Tommy
Ensemble were inside preparing for “American
Kaleidoscope,” a two-hour tribute to the arts as well
as to philanthropist Jerry Frautschi, who generously
donated the money to construct the facility. The event
also paid tribute to Pleasant Rowland, who funded an
endowment to support the resident companies called
the Great Performance Fund, which is housed at MCF.
Madison Community Foundation was proud to support
10Fest with a $25,000 grant to honor ten years of
community involvement, entertainment and arts
education, and to emphasize Overture’s role as an
arts and performance connector and asset for the
entire community.
“It was an absolutely unforgettable,
once-in-a-lifetime day,” said Rob Chappell, Overture
Vice President of Strategic Communications.
“The tenth anniversary was particularly sweet
because we made it through some tough times
and now we’re growing and thriving.”
The ten-year milestone also gave Overture the
momentum and the audience to launch two new
programs intended to be both long-term and
sustainable. Club 10 is an affordable membership
program offering select seats to performances for $10,
and Rising Stars is an exciting local talent search.
Chappell described 10Fest as “open, festive and
happy,” and says one of the best outcomes was to be
able to reacquaint many community members and
visitors with the ten-year-old community gem.
In addition to supporting community arts and
enrichment, MCF awarded a $53,000 technology grant
to Overture Center Foundation to facilitate a new level
of organizational capacity for Overture Center and
its nine resident companies. The integrated software
will provide substantial cost savings for ticketing,
fundraising, marketing, customer relations and more.
11
COMMUNITY IMPACT GRANTS (CONTINUED)
Madison Parks Foundation
$50,000 to complete two new splash parks in Elver and
Reindahl parks. These fun, creative spaces will become
free community playgrounds for thousands of people
to enjoy. MCF has now funded five such “destination”
parks in Dane County.
Mount Horeb Area Historical Society
$25,000 to build the Southwestern Dane County
Heritage Center. This cultural hub will provide public
programs for all ages, offer educational exhibits,
seminars and research facilities for the general public
and scholars, and serve as a local event venue.
Omega School, Inc.
$20,000 to create a teaching curriculum to provide
training for staff to create alignment with Common
Core Standards and new GED testing methods,
including essay writing and computerized testing. New
GED test methods have resulted in a 75% drop in test
taking nationwide; this program seeks to reverse that
statistic for local students.
Madison Public Library Foundation
$30,000 to build an endowment to support
collaborative programming and community outreach at
the new Meadowridge Library on Madison’s southwest
side. The library will collaborate and share space with
the newly renovated Meadowridge Community Center.
Madison Youth Choirs
$30,000 to expand their highly successful “AdoptA-School” program to four additional schools, with
a focus on breaking down financial, perceptual and
physical barriers to arts participation. MYC will start
an intergenerational choir at Capitol Lakes Retirement
Community with seniors rehearsing and performing
with MYC singers. Arts opportunities will be provided
to over 700 community members who rarely have the
chance to share their voices.
Marquette Neighborhood Association
$15,000 for neighborhood arts initiatives, including
completion of the "Gateway" sculpture, a mural project
pairing an international artist with local youth, and the
creation of a neighborhood arts endowment.
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2014 ANNUAL REPORT
Operation Fresh Start
$35,000 to hire an experienced Development Director
to manage a $1 million+ capital campaign to provide
a dedicated space needed to double capacity for
training. OFS has been enormously successful in
graduating high school dropouts, achieving almost
double the traditional graduation rate of the area’s
most challenged young people.
Porchlight, Inc.
$50,000 to provide affordable housing and expand the
facilities for “Porchlight Products,” an entrepreneurial
initiative providing locally-sourced food products
crafted by Porchlight residents. The low-cost housing
will provide twenty units of permanent, affordable
housing for formerly homeless individuals, many
with disabilities.
Simpson Street Free Press
$22,000 to increase the number of participants in the
La Prensa Libre de Simpson Street curriculum, where
students increase their writing proficiency and literacy
by producing a regular online bi-lingual newspaper
and book reviews. This grant builds on previous
support for one of the strongest and most rigorous
out-of-school programs in Madison.
The River Food Pantry
$25,000 for The River Bakery Training Program to
provide unemployed and underemployed residents
training for certification as commercial bakers, equipping
them with valuable skills to achieve living wage jobs. The
program creates partnerships with Madison College,
FEED Kitchen Incubator, Madison Urban Ministry,
Independent Living and others, and will ultimately create
a revenue stream for The River Food Pantry.
Village of Oregon, Wisconsin
$15,000 for the restoration of a historic building
back to its 1899 glory and to facilitate repurposing
as the Oregon Welcome Center. More than 25 local
organizations and businesses are involved in the
project. The Center will welcome more than 5,000
visitors a year and host events, meetings, exhibits,
displays and local information.
Youth Services of Southern Wisconsin, Inc.
$25,000 for equipment and furnishings for BriarPatch
Youth Shelter, a new facility offering shelter and support
services to run-away and unaccompanied homeless
youth for up to 28 days. As many as 150 youth can
be housed each year; 90% will return home or to an
alternative safe situation upon exiting the program.
Waunakee Neighborhood Connection
Sun Prairie Emergency Food Pantry
$25,000 to expand refrigeration space. Increased
storage space will allow the pantry to accept larger
donations, manage its inventory more efficiently, lower
its costs by receiving greater quantities, decrease food
spoilage, and offer their growing client base healthier
food options.
$25,000 for a capital campaign to purchase and
renovate a building that will increase agency efficiency,
grow capacity and safety, and improve services to
challenged populations in the Waunakee community.
13
Continuing Multi-Year Community Impact Grants
“Many of the Foundation’s multi-year grants build agency coalitions, helping a variety of organizations
with overlapping missions work together for greater efficiency and impact,” said Tom Linfield, Madison
Community Foundation’s Vice President of Community Impact. MCF is engaged in more than a dozen
major, multi-year initiatives:
Boys and Girls Club of Dane County
$50,000 to expand College Club, a program focused
on identifying and assisting disadvantaged students
struggling with their grades, attendance and behavior.
The program will expand to two new sites, serving
elementary and middle school students in the Madison
and Verona school districts.
City of Middleton
Clean Lakes Alliance
$300,000 to expand Clean Lakes Alliance (CLA) in
policy and program development, farm management
and project funding, in order to advance their
primary initiative of reducing the overabundance of
phosphorus in Dane County lakes by 50%. Funding will
leverage grant writing to secure long-term financing for
CLA programs.
$45,000 to construct the Graber Pond Trail Connection,
linking the Pheasant Branch Conservancy trail to the
Graber Pond trail. This linkage will allow users to travel
off road from the northwest side of Middleton all the
way to Governor Nelson State Park.
Dane County Parks
$50,000 to create a permanent endowment fund at
MCF that supports outdoor education, interpretation
and volunteer engagement throughout the county
parks system. The purpose of the endowment is
to strengthen connections between each of Dane
County’s 26 parks and the communities they serve.
Domestic Abuse Intervention Services
$100,000 for a capital campaign to build a new and
greatly expanded facility for Madison’s only emergency
shelter for victims of domestic violence and their
families. The new facility will significantly increase
capacity for shelter, case management and multi-age
programming.
14
2014 ANNUAL REPORT
Fitchburg Public Library
$27,500 to add a North American History specialty
collection, joining the other 27 public libraries in the
county as part of the MCF library collections initiative.
The collection will include the history of Mexico,
Canada, Central America and the United States.
Gay Straight Alliance for Safe Schools (GSAFE)
$40,000 to support the New Horizons program,
designed to build peer support and leadership among
lesbian, gay, bisexual, transgender and questioning
(LGBTQ) high school students of color in MMSD.
Participants will improve their knowledge, skills and
confidence in helping to create a safe and supportive
school environment.
Kennedy Heights Community Center
$330,000 for Creating Opportunity in Math,
Engineering, Technology and Science (COMETS),
a collaboration between six community centers,
UW-Madison, and Edgewood to address MMSD’s
achievement gap by partnering to offer engaging
Science, Technology, Engineering and Math (STEM)
programming to low-income children.
Madison Metropolitan School District
$350,000 to integrate garden-based learning into the
educational practice and culture of schools for 8,000+
Dane County children, adding outdoor classrooms and
multi-disciplinary lesson plans in at least 15 schools
over three years, building capacity for community
engagement, and developing professional capacity
among teachers.
Madison Opera, Inc.
$100,000 to complete the new Madison Opera
Center, bringing under one roof all of the company’s
administrative offices and artistic functions. Rehearsal
spaces, costume shop, music library and meeting
spaces will be shared with other nonprofit arts groups.
$500,000 for the capital campaign to build a new
Madison Central Library. The new library will be 33%
larger with a 250-seat auditorium, a 75-seat program
room with after-hours access, and multiple smaller
meeting rooms. Attendance is expected to double to 1
million in the first year after opening.
Vera Court Neighborhood Center
$70,000 for the Latino Academy Workforce
Development (LAWD) Spanish GED Program. In
partnership with MMSD and Madison College, LAWD
will offer new bilingual, computer-based GED testing
classes and study groups, doubling the number of
students completing their GED.
15
STEWARDSHIP EXCELLENCE
Here is where your support is
doing good in the world
Fundholders decide where a large portion of all grant distributions
go. Community Impact grants are awarded separately through the
Madison Community Foundation competitive grantmaking process
and are distributed by the MCF Board of Governors.
AREAS OF FOCUS
MCF helps fundholders support a broad
diversity of charitable work. The below
chart reflects fundholder grants in 2014.
Basic Assistance
$1,137,421
Environment
$387,695
Peace & Justice
$226,990
Total
$8,601,255
Religion
$133,859
Children/Youth
$90,490
Animal Welfare
$50,767
16% Community Impact Grants
AREAS OF FOCUS
MCF Board of Governors
screens and selects projects that
demonstrate long-term commitment
to improving community assets in
Dane County. This chart reflects
grants given in 2014.
CHILDREN
ARTS
16%
4%
12%
5%
12% 43%
YOUTH
Elderly
$42,011
Total
$1,385,121
2014 ANNUAL REPORT
Health
$1,506,036
Community
Development
$601,005
[email protected]
16
Learning
$1,751,544
LEARNING
Contact Ann
(608) 232-1763
Arts
$2,673,438
COMMUNITY DEVELOPMENT
Last year, I worked with a couple
who wanted to make a significant
gift to their Donor Advised
endowment fund, which they had
started several years ago as an
Acorn fund. They held shares in a
blue chip company that she had
inherited many years ago from
her mother. The shares had grown
through dividend reinvestments,
stock splits and mergers, to the
extent that the couple had lost
track of how much they owned.
The thought of even calling the
company to get transfer forms
was so daunting they didn’t know
how they could ever dispose
of the stock. Fortunately, I was
familiar with this company and
its process. I helped the donors
order the correct forms, which we
completed together and mailed
to the company. They grew their
fund, and this year they are able
to advise significant grants to
their favorite charities. This is
just one example of the myriad
ways we facilitate donors’ gifts
and philanthropy, and it is my
pleasure to be part of
the process.
84% Fundholder Grants
ELDERLY
Vice President, Finance &
Operations, and Fundholder
ENVIRONMENT
Ann E. Casey
7%
STATEMENT OF FINANCIAL ACTIVITIES
Years ended December 31
REVENUE AND OTHER SUPPORT
2014
2013
$ 15,661,356
6,050,380
156,614
$ 6,078,476
17,082,853
125,880
21,868,350
23,287,209
9,445,842
1,094,796
86,874
165,683
220,326
7,604,958
1,100,392
79,110
107,799
181,013
Total expenses
11,013,521
9,073,272
CHANGE IN NET ASSETS
10,854,829
14,213,937
138,126,479
123,912,542
$ 148,981,308
$ 138,126,479
Contributions
Investment income
Administrative fees from funds held for others
Total revenue and other support
EXPENSES
Grants
Personnel expenses
Occupancy expenses
Public relations and marketing expense
General and administrative expenses
Net assets at beginning of year
Net assets at end of year
STATEMENT OF FINANCIAL POSITION
Years ended December 31
ASSETS
Cash and cash equivalents
Certificates of deposit
Prepaid expenses
Pledges receivable
Investments
Furniture and fixtures, net
TOTAL ASSETS
LIABILITIES AND NET ASSETS
Grant commitments
Funds held for other organizations
Gift annuity liability
Other liabilities
Total liabilities
Unrestricted net assets
Temporarily restricted net assets
Total net assets
TOTAL LIABILITIES AND NET ASSETS
2014
2013
$ 7,030,925
500,000
17,595
3,000
160,013,660
34,072
$ 9,869,002
500,000
36,152
232,929
145,978,381
17,661
$167,599,252
$156,634,125
899,000
16,339,877
1,112,757
266,310
1,704,500
15,420,508
1,119,080
263,558
18,617,944
18,507,646
148,981,308
-
137,899,324
227,155
148,981,308
138,126,479
$ 167,599,252
$156,634,125
The 2013 and 2014 Consolidated Statements of Financial Position and Consolidated Statements of Activities have been audited by Baker Tilly
Virchow Krause LLP. Copies of the complete report are available at the Madison Community Foundation office or online
at www.madisoncommunityfoundation.org.
The amounts presented in the financial highlights on pages 3 and 16 may differ from the amounts shown in these condensed financial statements
due to the consolidation of supporting organizations and other financial disclosures (largely related to agency endowments) required by GAAP
accounting standards. For more information, please refer to the complete consolidated financial statements and audit report.
Madison Community Foundation complies with all applicable state and federal reporting requirements.
17
2014 DONOR FUND SUMMARY
ALL FUNDS
Madison Community Foundation manages more
than $160 million in assets and more than 1,000
individual funds. Each year, MCF distributes around
$10 million in grant distributions to impact the lives
of thousands of people and hundreds of charitable
causes, close to home and far away. We work with
our donors to create funds designed to last forever.
Here are the types of funds that we offer:
100 Black Men of Madison
Scholarship Fund
Acorn Funds: Acorn funds allow donors up to ten years
to build a permanent endowment through ongoing gifts
and investment growth.
African American Ethnic Academy
Red Balloon Fund
A Fund For Women (AFFW) Funds: A Fund For Women
funds allow donors the opportunity to establish a
permanent endowment to support the work of AFFW
through the fund’s annual distribution. Established in
1993, AFFW awards grants to transform the community
so women and girls thrive.
Al and Dana lin Bernstein
Endowment Fund
Affiliate Funds: Serving communities outside Madison,
Affiliate funds utilize the strong administrative resources
of MCF and are advised by a committee of
community residents.
Community Impact Endowment Funds: Community
Impact funds allow donors the opportunity to
establish a permanent endowment to support the
MCF grantmaking program. Grants are awarded
competitively and proactively to Dane County charitable
organizations in a variety of focus areas.
Donor Advised Funds: Donor Advised funds allow
donors to recommend grants to charitable organizations
and programs that are meaningful to them. The
Foundation offers endowed, quasi-endowed (Maximum
Giving) and non-endowed (Passthrough) Donor Advised
fund options to accommodate varying spending needs.
Donor Designated and Agency Endowment Funds:
Designated funds allow donors to identify one or
more charitable organizations or programs to receive
annual support from the fund. Designated funds may
be established by individual(s), businesses or charitable
organizations.
Field of Interest Endowment Funds: Field of Interest
funds allow donors to identify and support a particular
field of interest through the fund’s annual distribution
without designating a specific charitable organization
or program.
Legacy Society: Members of the Legacy Society have
chosen to include Madison Community Foundation in
their estate plans. Members are recognized for their
charitable decisions today that will result in future gifts.
Scholarship Endowment Funds: Scholarship funds
allow donors the opportunity to provide grants for
educational purposes, assisting individuals during high
school, post-secondary and professional education.
18
2014 ANNUAL REPORT
50 Years of Giving Life Fund
786 Fund
Academy of Breastfeeding Medicine
Founders Endowment Fund
Adams Winston Fund
Adolph C. and Eugenie M. Bolz
Family Fund
Agrace HospiceCare Endowment Fund
Aiden Mueller Memorial Fund
Arts Access Fund for use of the
Overture Center for the Arts
Arts Wisconsin “Future Fund”
Attic Angel Association Fund
Atwood Community Center
Endowment Fund
Atwood One Family Passthrough Fund
Aunt Frances Fund
B & G Smith Passthrough Fund
Baraboo Range Preservation Association
Easement Endowment Fund
Barbra H. Winter Advised Fund
Bartell Theatre Passthrough Fund
Bartels Family Fund
Bartlett Family Fund
Bayside Fund
Al and Dana lin Bernstein Fund
Bayside Fund (Passthrough)
Al Welling Memorial Scholarship
Endowment Fund
Bell Family Fund
Al Goldstein Passthrough Fund
Al Welling Memorial Scholarship Fund
Alan Lee and Margie Moeller Family Fund
Aldo Leopold Foundation Fund
Aldo Leopold Nature Center
Endowment Fund
Alex Fortney Scholarship
Alexandra Wright Passthrough Fund
Alice Craig Erney Designated Fund
Altrusa Fund
American Family Insurance Co. Fund
American Girl’s Fund for Children
American Girl’s Fund For
Children Endowment
American Players Theatre Fund
Amos and Marcia Anderson Fund
Amy T. and Dr. Jonathan L. Overby Fund
Anbu Fund
Anderson Designated Passthrough Fund
Andrew & Beverly Davison Fund for
Disadvantaged Children & Youth
Andy Gauss Memorial Scholarship
Angel’s Wish Endowment Fund for Animals
Bek-Gran/Hovind Children’s Fund
Bell Laboratories, Inc. Fund
Belle and Clayton Frink Fund
Benson Family Acorn Fund
Beth A. Miller Memorial Fund
Betty Franklin-Hammonds
Memorial Scholarship Fund
Betty Jane Perego Fund
Betty Jane Perego Fund for
Multicultural Youth Programs
Betty Lemon Fund
Betty von Rutenberg Memorial
Scholarship Fund
Bev Fergus Family Fund
Beyond the Page Fund
BHP Billiton Fund for the Sokaogon
Bicycle Federation of Wisconsin
Endowment Fund
Big Brothers/Big Sisters Foundation Fund
Bill Lunney and Judie Pfeifer Family Fund
for Parks, Trails and Natural Resources
Black Earth Creek Project
Black Earth Public Library
Endowment Fund
Ann and Reed Coleman Fund
Black Hawk Council of Girl
Scouts, Inc. Endowment Fund
Ann Casey and Robert Laux
Passthrough Fund
Blaine and Kim Renfert
Family Passthrough Fund
Anonymous (4)
Bob and Lucille Westervelt Fund
Antoniewicz-Taylor Family Fund
Bob Harris Madison Municipal Pool Fund
Arnol Family Fund for the
Verona Area Needs Network
Bob Harris Middle School Sports Fund
Ann Casey and Robert Laux Fund
Black Point Preservation Fund
Anne Lucke Fund
Blake Family Fund
Anonymous Scholarship Fund
Bob and Pat Anderson Fund
Arlan and Lori Kay Advised Fund
Bob Harris Memorial Community
Recreation Fund
Arnold G. and Jean E. Gehner
Youth Services Fund
Bob Sorge Fund for Wisconsin
Chamber Orchestra
Arthur and Susan Lloyd Advised Fund
Bolick Family Endowment
Arnold N. Rusky Community Fund
Bolger Family Fund for WYSO
Bolz Family Endowment for Glaciers Edge
Council of Boy Scouts of America
Deerfield Community Center
Endowment Fund
Bolz Family Endowment Fund for
Gathering Waters Conservancy
Don & Mary Harkness Fund
Bolz Family Endowment Fund for Boys
and Girls Club of Dane County
Diane Ballweg Performance Fund
for Madison Youth Choirs
Don and Mary Stirling Passthrough Fund
Grace Episcopal Church
Donley Family Acorn Fund
Donley Family Fund
Bolz Family Endowment Fund for Madison
Museum of Contemporary Art
Doug and Kathy Dittmann Fund
Doug LaFollette Environmental
Speakers Series Endowment
Madison Opera
Madison Symphony Orchestra
MATC Foundation
Olbrich Gardens
Salvation Army of Dane County
Tenney Nursery and Parent Center
Wisconsin Youth Symphony Orchestra
Boris Frank and Terry Kiss
Frank Advised Fund
Boys and Girls Club of Dane County Fund
Bradley Family Fund
Brandt Advised Fund
Brat Fest, Inc.
Breakfast Optimist Foundation
of Madison Fund
Brian Butler and Carolyn Lazar
Butler Endowment Fund
Brian Howell Science and Technology
Communications Project
Brooks-Rockenbach Fund
Brooks-Rockenbach Fund
for Literacy Network
Foundation for Madison’s Public Schools created a fund for each school
in the Madison Metropolitan School District system to enhance
educational opportunities for present and future students.
Center for Families Fund
Center for Resilient Cities Fund
Centers for Prevention & Intervention Fund
Central Wisconsin Center Education Fund
Centro Hispano of Dane
County Passthrough Fund
Centro Hispano: Barbara Oreel Fund
Centro Hispano: Peter and
Pam Munoz Fund
Centro Hispano: William &
Joyce Wartmann Fund
Charitable Gift Fund
Charles and Janet Gietzel Fund
Charles and Peggy Sanna
Endowment Fund
Charles Hathaway Trust
Charles Loufek Kimport
Charles M. Himel Fund
Charles Yvlisaker Red Balloon Fund
Community Shares of Wisconsin
Endowment Fund
Conley Family Fund
Cory Ryan Cole Memorial Scholarship Fund
Council for Wisconsin Writers
Craig and Karen Christianson Fund
Cream City Charities Passthrough Fund
Cream City Fund
CTM GPF Passthrough Fund
CTM Productions Endowment Fund
CUNA Mutual Group Fund
D+T Webb Advised Endowment Fund
Dane County 4-H Leaders’ Association, Inc.
Dane County Cultural Affairs
Commission Fund
Dane County Fair Youth
Foundation Endowment Fund
Dane County Farmer’s
Market Scholarship Fund
Charlotte Dixon Scholarship
Dane County Humane
Society Endowment Fund
Buck’s Green Light Scholarship
Fund for UW-System
Child Development Inc. Endowment Fund
Dane County Youth Fund
Burt Hable Memorial Scholarship Fund
Cindy and Gary Heberling Fund
Buck’s Green Light Scholarship
Fund for MATC
Burgess Designated Passthrough Fund
Business Forum Foundation Fund
Butler Passthrough Fund
Capital K-9s Fund
Capital Springs Endowment Fund
Carl and Theresa Pulvermacher
Endowment Fund
Carol Cohen Fund
Carol T. Toussaint Designated
Passthrough Fund
Carolyn L. Taylor Scholarship Fund
Carrel Pray Madison Boy Choir
Alumni Endowment Fund
Catharine B. Waller Designated
Passthrough Fund
Catherine C. and Reinold G. Miller Fund
Catherine Ester Hokin Memorial
Scholarship Fund
Cheryl Cady Memorial Scholarship Fund
Dane County K-9 Fund
Christopher Vasquez Memorial
Scholarship Fund
Daniel W. Erdman Advised Fund
Claire and Menahem
Mansoor Family Fund
Clean Wisconsin Environmental
Legacy Fund
Clean Wisconsin Environmental
Litigation Fund
Coe Family Advised Fund
Coe Family Passthrough Fund
Combat Blindness International Fund
Common Wealth Development Fund
Community Action Coalition
Anti-Poverty Fund
Community Living Connections, Inc.
Endowment Fund
Community Restorative Justice
Endowment
Community Restorative Justice Fund
Dann and Jean Willett Fund
Darrell Bazzell Fund
Dave and Kim Reinecke Advised Fund
Dr. A.D. and Phyllis Anderson Fund
Dr. Bill Bartlett Sports Medicine Fund
Dr. Harry and Karen Roth
Passthrough Fund
Driftless Area Land
Conservancy Endowment
Dubis Family Touchstone Fund
Dugout Club
Eagle School Fund
Eagle-Vanguard Swimming Fund
Easement Reserve Fund
East High School Theater Fund
East Madison Community Center Fund
Ecumenical Fund for Faith Communities
Ecumenical Fund for Nutrition
Ecumenical Fund for Seniors
Ecumenical Fund for the Homeless
Ed & Nancy Young Grandchildren
Red Balloon Fund
Ed and Nancy Young Passthrough Fund
Educational Foundation of the
Albany Community
Educational Foundation of the
Albany Community (Passthrough)
Edward C. Bottemiller Fund
Effigy Tree Maintenance Endowment
Elaine and Nicholas Mischler Family Fund
Elizabeth C. Davies Fund for
Family and Child Development
Elizabeth Moon Proctor Scholarship
Ellen Murdoch Advised Fund
Dave and Terri Beck-Engel Fund
Endowment Fund for Theater
in Overture Center
David and Mary Lawson Passthrough Fund
Erdman Holdings, Inc. Fund
David Blaine Gray
Escher Family Fund
David Walsh of the Foley & Lardner Fund
Enhancement for the Elderly
David and Sue Diericks Fund
Erickson Family Fund
David Charles & Heather
Lyn Mann Family Foundation
Eugene and Barbara Gehl
Fund for Porchlight, Inc.
David John LeMahieu Fund
Evjue Foundation Great
Performance Endowment Fund
DeAtley Family Foundation
Fergus Family Fund
Deerfield Community Center Capital
Campaign Passthrough Fund
Fitchburg Library Fund
Dean and Becky Bridge Fund
Family Service Fund
Dee Richard Memorial Fund
Firemen’s Park Endowment Fund
Fitchburg Public Library Endowment Fund
Fitchburg Splash Pad Endowment Fund
19
Fitchburg Splash Pad Passthrough
Foley and Lardner Fund
• MMSD Social Work Emergency
Endowment Fund
Folklore Village Endowment Fund
• Mohs Music Fund
Foundation for Madison’s Public
Schools Endowments:
• Barbara E. and Gerald Marwell Fund
• Professor Al Hovland Tennis
Scholarship Endowment Fund
• Barbara Ritchie Flanagan
Endowment Fund
• Brendan M. Scanlon Memorial
Art Grant Endowment Fund
• Carrie Macklin Ritz & Peter Ritz
Fund for the benefit of FMPS
• Donald and Alice Benn Fund
for the Benefit of FMPS
• Dr. Russell Hess/GHC
Emergency Medical Fund
• East High School Booster Club Fund
• Endowment fund for the
benefit of Immigrant Families
• Foundation for Madison Public
Schools Music Endowment Fund
• Foundation for Madison’s
Public Schools Endowment
• Gould/Dickinson Pottery Fund
• Homeless Education Endowment Fund
• Howard and Judith Landsman
Fund for FMPS
• Karen Meissen Scholarship
Endowment Fund
• Kathy Bartell Endowment Fund for Music
• Kathy Mosher Fund for
Madison East High School
• LaFollette Marketing and
Business Department Fund
• LaFollette Printmaking
• Len Rush Principal Professional
Development Endowment Fund
• Louis Swedarsky Scholarship Fund
• Marlys Sloup-Dale Wortley Reading
Recovery Scholarship Fund
• Mary J. McClellan Elementary
School Music Endowment
• Matt Vidulich Memorial
• MMSD High School Athletics
Endowment Fund
• Nicole Zanoni - Health Endowment Fund
• Schiavoni-Sturm Enrichment
Endowment for the Benefit of East
• School Forest Endowment Fund
• Sennett Middle School Environmental
Education Endowment Fund
• Shelley Glover Athletic Endowment Fund
• Susan A. Hamblin Building Informed
Citizens Social Studies Field Trip
Endowment Fund
• West High School Business and
Marketing Department Endowment
• West High School Visual
Arts Endowment Fund
• Wozniak/Dickinson Visual
Arts Endowment Fund
• Allis Elementary
• Badger Rock Middle School
• Black Hawk Middle School
• Chavez Elementary
• Cherokee Middle School
• Crestwood Elementary
• East High School
• Elvehjem Elementary
• Emerson Elementary
• Falk Elementary
• Franklin-Randall Elementary Schools
• Glendale Elementary
• Gompers Elementary
• Hamilton Middle School
• Hawthorne Elementary
• Huegel Elementary
• Innovation High School
• Jefferson Middle School
• Kennedy Elementary
• LaFollette High School
• Lake View Elementary
• Lapham-Marquette Elementary
Garner Family Fund
• Lindbergh Elementary
Garrison L. Lincoln Scholarship
Passthrough Fund
• Leopold Elementary
• Lowell Elementary
• Memorial High School
• Mendota Elementary School
• Midvale-Lincoln Elementary School
• Muir Elementary School
• Nuestro Mundo School
• O’Keeffe Middle School
George and Constance Ott Fund
for St. Dunstan’s Episcopal Church
George and Judith Nelson Advised Fund
• Sandburg Elementary
Giving Tree Fund
• Sennett Middle School
Gooze Family Endowment Fund
• Sherman Middle School
Gordon and Beverly Jenkins Fund
• Spring Harbor Middle School
Greischar Brown Tzedakah Fund
• Thoreau Elementary
Habitat for Humanity of
Dane County Endowment Fund
• Orchard Ridge Elementary
Gil Rosenberg Endowment Fund
• Schenk Elementary
Goodstock Fund
• Shabazz High School
Gooze Family Fund Passthrough
• Shorewood Hills Elementary School
Gordon and Janet McChesney Fund
• Stephens Elementary
H. Madsen Fund
• Toki Middle School
• Van Hise Elementary
• West High School
• Whitehorse Middle School
• Wright Middle School
Frank & Cindy Byrne Donor Advised Fund
Frank A. Zuerner Memorial
Scholarship Fund
Habush Habush & Rottier Charitable Fund
Haine / Fricano Family Fund
Hal Mayer Family Advised Fund
Hal Mayer Family Passthrough Fund
Hancock Center for Movement
Arts and Therapies
Harlan Philip Hanson Scholarship Fund
Harlequin Fund
Frederick “Fritz” Charles Kaump
Scholarship for Memorial High School
Harold A. and Marian E. Rafoth Fund
Friends of Dane County
Parks Endowment Fund
Harvey and Bonnie
Wendel Charitable Fund
Friends of Hoyt Park
Hay Family Fund
Friends of MSCR Endowment Fund
Helen and Jeffrey Mattox
Friends of Crime Response
Harold and Theodora Kubly
Field of Interest Fund
Friends of Donald Park Endowment Fund
Hathaway Terry Advised Fund
Friends of Monona Terrace Community
and Convention Center Fund
Hazel B. Paschall Scholarship Fund
Friends of Pheasant Branch
Conservancy Endowment Fund
Helen Minch Landkamer & Elaine
Minch Mahony Scholarship Fund
Friends of Schumacher Farm Park Fund
Friends of STARS Endowment Fund
Friends of the Odyssey Project
Henry A. Anderson III Fund
Henry Vilas Zoological Society
Endowment Fund
Herb and Dottie Dittmann Fund
Herlitzka Family Fund
Historic Madison, Inc. Endowment Fund
Friends of Yahara House Endowment Fund
Ho-Chunk Nation--Madison
Area Endowment Fund
Fritz Gunkel Memorial Scholarship
Fund for West High School
Holly House Fund
Frink Passthrough Fund
2014 ANNUAL REPORT
George and Candy Gialamas Fund
George H. and Shirley C. Austin
Advised Fund
Friends of Schumacher Farm
Park Endowment Fund
20
Gary & Lynn Mecklenburg
Passthrough Fund
• Olson Elementary School Endowment
Friends of Pheasant Branch
Conservancy Restoration Fund
Anonymous Funds - Many fundholders live very publicly but prefer
to conduct their charitable giving in private. MCF fundholders have
complete control over whatever level of recognition or anonymity
they desire.
Garrison L. Lincoln Scholarship Fund
Hodan Community
Services, Inc. Endowment
Frozen Assets Fund
Hyzer Family Fund
Gail and John Casey Passthrough Fund
Iltis Family Fund
FW Mielcarek Memorial Scholarship
Illuminate the Plate Passthrough Fund
Galanter Family Fund
Independent Living, Inc. Endowment
IRB Fund
James and Joan McCarthy
Family Foundation Fund
James and Marilou Angevine Fund
James and Peggy Possin Passthrough Fund
Jane Burrows Buffett
Endowment for Omega School
Jane Burrows Buffett
Scholars Program Endowment
Jane Taylor Coleman
Designated Passthrough Fund
Jane Taylor Coleman Fund
Jane Taylor Coleman Passthrough
Janet K. Zimmerman Passthrough Fund
Janus Galleries Fund
Jaya G. Iyer Endowment Fund
Jean D. and Walter A. Meanwell
Sr. Passthrough Fund
Jenni and Kyle Fund
Jennifer Thompson Acorn Fund
Jerome H. and Joan H.
Kuypers Family Fund
Jim & Maggie Peterman Fund
Jim and Cathie Burgess Family Fund
Jim and Cathie Burgess Passthrough Fund
Jim and Margaret Alm
Meyer Endowment Fund
Jim Green Memorial Fund
for Monona Grove School District
Jo Ann Six Fund
Jo Ann Six Passthrough Fund
Joan and Dale Burke Fund
Joan V. Collins Fund
Joel Marino Memorial Scholarship
JoEllen and John McKenzie Passthrough
John A. Johnson FOI Fund-Arts and Culture
John A. Johnson FOI
Fund-Community Development
John A. Johnson FOI Fund-Environment
John A. Johnson Scholarship
Fund (Beloit College)
Fund (Edgewood College)
Fund (Luther College)
John A. Johnson Scholarship Fund
(Madison Country Day School)
John A. Johnson Scholarship Fund (MATC)
John A. Johnson Scholarship Fund
(Milwaukee School of Engineering)
Fund (Northland College)
Fund (Ripon College)
John A. Rafoth Scholarship Fund
John and Jo Ellen McKenzie Advised Fund
John J. Frautschi Charitable Fund
John L. Walker Fund
John Lyle Memorial Trust
John Middlecamp Memorial Fund
John P. Hobbins Family Fund for
Badger Chapter, American Red Cross
John P. Hobbins Family Passthrough Fund
John Tuschen Poet Laureate
Memorial Fund
Jon and Susan Udell Fund
Jon and Susan Udell Gift Fund
Photo by Zane Williams
The Pleasant Rowland Fund for Theater awarded $145,000 to four local
theater groups to perform a variety of shows in Overture Center.
Lussier Community Education Center
Children’s Program Endowment Fund
Madison Symphony Orchestra Fund
Judy P. Olson Book Discussion Kit Fund
LVM Dreams Big Endowment Fund
Madison Symphony Orchestra Inc. Fund
Junior League of
Madison Endowment Fund
Lynch Family Maximum Giving Fund
Jon G. Udell Designated Passthrough Fund
Judy and Dan Peterson
Donor Advised Fund
Judy Rose Scholarship Fund
Kanopy Dance Endowment Fund
Karen Faster Passthrough Fund
Karl W. and Mary Janet
Wellensiek Advised Fund
Kary Fund for Children
Kathleen Woit Family Endowment
Keith and Harriett Moyer Fund
Kennedy Heights Technology Center Fund
Kevin Cleary Foundation
Kevin Kowalcyk Memorial
Kevin Kowalcyk Memorial
Scholarship Fund
Knipp Poulter Fund
Kohls and Erdmann Family Fund
Kraemer Library & Community
Center Endowment Fund
Kunz Family Fund
Kurtz Family Fund
Kuypers Family Fund
Lake Belle View Restoration
Laura E. Chritton & William
E. Chritton Scholarship Fund
Lauren Kosovec Memorial Scholarship
Leadership Legacy Fund
Leadership Legacy Passthrough Fund
LeBrun Family Foundation
Leck Memorial Fund
LeMahieu Family Fund
Len Mattioli Family Fund
Leone Milfred Memorial Scholarship
Leslie Katzman Memorial Fund
Lussier Teen Center Endowment Fund
Madison Symphony Orchestra
GPF Passthrough Fund
Lynch Family Fund
Madison Theatre Guild Endowment Fund
Mad City Ventures Fund
Madison Area Arts Coalition Fund
Madison Area Literacy Council Fund
Madison Ballet Endowment Fund
Madison Children’s Choir Legacy Fund
Madison Children’s Museum Fund
Madison Children’s Museum
Fund for the Future
Madison Civics Club Fund
Madison Fund
Madison Museum of Contemporary
Art - Art Purchase Fund
Madison Museum of Contemporary
Art Endowment Fund
Madison Museum of
Contemporary Art GPF
Madison Music Fund
Madison Opera Fund
Madison Parks Foundation Fund
Madison Public Library Central
Library Endowment Fund
Madison Public Library
Foundation Endowment Fund
Meadowridge Branch Endowment
Print Books Purchase Fund
Hawthorne Branch Endowment
Madison Public Library Lakeview
Branch Endowment
Madison Public Library Monroe
Street Branch Endowment
Madison Public Library Passthrough Fund
LGM Alumni Association Endowment Fund
Madison Public Library Pinney
Branch Endowment
Lorna Quarles Fox Memorial
Fund for Eagle School
Madison Public Library South Madison
Branch Endowment Fund
John and Carmen Skilton Advised Fund
Linda Weyenberg Fund for
Neighborhood House
Sequoya Branch Endowment
John and Carol Toussaint
Passthrough Fund
Lothe Family Charitable Fund
Madison Savoyards Ltd. Endowment Fund
John and Carol Toussaint Fund
John and Cindy Rogerson Fund
Madison Senior Center Fund
Madison Trust for Historic Preservation
Madison West Class of 1952 Ann Stanke
Arts and Humanities Scholarship Fund
Madison West High Class
of 1947 Scholarship Fund
Madison West Rotary Endowment Fund
Madison Youth Choirs Endowment Fund
Magic Penny Fund
Major Bennie L. Canty
Memorial Scholarship
Malawian Orphans Fund
Mally Fund for Aging Education
Mann Educational Opportunity Fund
Mann Educational Opportunity
Passthrough Fund
Mann Post-Secondary
Education Passthrough Fund
MAP Scholarship Fund
MARC Foundation of Dane
County Endowment Fund
Marcia Bradley Advised Fund
Marcus and Sheila Cohen Advised Fund
Marcus and Sheila Cohen
Passthrough Fund
Margaret’s Fund: A Northside
Scholarship Fund
Margie’s Music for Life Fund
Mari and Gary Wolter Fund
Marian C. Walluks Fund
Marian E. and Stephen E.
Schleck Youth Fund
Marie B. and Clifford Pulvermacher
Endowed Scholarship Fund
Marie Endres Fund
Marie S. McCabe Fund
Mark and Sarah Kaufman Family Fund
Marshall Erdman Advised Fund
Marshall Erdman Scholarship Fund
Marshall Scholarship Fund
Martha and Charles Casey Fund
Mary Ann Mandeville Fund
21
Mary P. Burke Education Fund
Mary Stoffel Fund
Matilda Ripley Passthrough Fund
Novotny Scholarship Fund
for East High School
Maurice Rosefelt Scholarship Fund
Max Osswald Homeless
Children’s Library Endowment
Mayer Family Fund
Mazess Fund for the Environment
Mazess Maximum Giving Fund
Mead Family Fund
Mel Morgenbesser Fund
Melanie G. Ramey Charitable Fund
The John A. Johnson Fund
provided $2,000 to create
heritage seed libraries at several
public libraries, allowing patrons
to borrow and share seeds.
Memorial High School
Athletic Alumni Fund
Monona Grove Education Foundation Fund
Meriter Foundation Fund
Monona Public Library
Foundation, Inc. Fund
Mendota Rowing Club Fund
Meyer Family Fund
Michael Harrington McKinney
Scholarship Endowment
Michael J. Schaller Scholarship Fund
• Wisconsin Academy of Sciences,
Arts & Letters
North/Eastside Senior Coalition Fund
Maurice Rosefelt Memorial Fund
McNall Family Passthrough Fund
No Stomach for Cancer Endowment
Norma and Doug Madsen Giving Fund
Matt 25 Fund
McKenna Family Fund
• Madison Opera
New Life Christian
Center Passthrough Fund
Matilda Ripley Fund
McClure Passthrough Fund
Mission Support Fund
Monona Library Book for Life Fund
Monona Terrace Community
Programs Endowment Fund
Olbrich Botanical Society Fund
Pugh Children Acorn Fund
Opera for the Young Fund
Ragatz Family Fund
Options in Community
Living, Inc. Endowment Fund
Rape Crisis Center, Inc. Endowment Fund
Nurses’ Fund of Wisconsin
Oliver and Genevieve Redsten
Red Balloon Fund
R. Kubly Family Foundation
Passthrough Fund
Opitz Family Fund
Randy R. Sluder Memorial Fund
ORA Campership Endowment Fund
Raymond and Virginia Malmquist
Fund for the American Red Cross
Oregon Area Historical Society Endowment
Read-To-Go Bookies Philanthropic Fund
Orange’s Fund for the Arts
Rayovac Corporation Fund
Oregon Parks Fund
Red Balloon Children’s Fund in
honor of Oscar G. Mayer
Oregon Public Library Fund
Ouellette Family Advised Fund
Monona United Methodist Church Fund
Overture Center Endowment Fund
Montello Endowment for Education
Padgham Scholarship Fund
Mora Himel Lincoln Passthrough Fund
Patrick and Conor Shea Fund
for Dyslexic Children
MSCR Pontoon Boat Endowment Fund
Paul and Lynne Schulte Family Fund
MSCR Adaptive Sports & Fitness Fund
Paul and Janet Emmerich Advised Fund
Midvale Community Lutheran Church
Second Chance Apartment Project
MSCR Pontoon Boat Passthrough Fund
Paul and Lynne Schulte
Midwest Environmental
Advocates Endowment Fund
Murph and Anne Wolman
Children’s Fund for Madison
PBJ Family Fund
MIG Legacy Foundation
Nancy and Dennis Lynch Fund
Peter & Jill Lundberg Fund
Middleton Public Library
Large Print Collections Fund
Midwest Charitable Passthrough Fund
Mt. Horeb Area School
Alumni Endowment Fund
Paul Brandt School Forest Fund
Midwest Family Charitable Trust
NAMI Dane County Endowment Fund
Perry Persike Youth
Scholarship Passthrough Fund
Mildred Gill Opera Fund
Nancy McGill Fund for the
American Red Cross Badger Chapter
Peter Iannone West High
Millner / Speichinger Family Fund
Milt McPike Fund
Mixtacki Family Fund
MNA Arts Initiative Endowment Fund
Mohaupt Fund for the
Sequoya Branch Library
Monona Grove Education Foundation
Endowment for Cottage Grove Elementary
Endowment for Glacial Drumlin School
Endowment for Monona Grove
High School
Endowment for Taylor Prairie School
Endowment for Winnequah School
22
Nancy Thurow Memorial
Endowment for CTM
Naomi Chesler & Dan
Sidney Passthrough Fund
Natalie Tinkham Fund
Natural Heritage Land Trust
Natural Heritage Land Trust
Easement Endowment Fund
Necy and Wayne Wilson
Music Scholarship Fund
Nelson Carlson Reisdorf
Hodgson Miller Fund
Neumueller Family Fund
New Gardens Passthrough Fund
New Harvest Foundation Endowment Fund
New Life Christian Center
2014 ANNUAL REPORT
Raymond and Eunice Devine Fund
ORA Campership Passthrough Fund
Parent Share Acorn Fund
Middleton Public Library Endowment Fund
Priebe Family Fund
ProAssurance/PIC Wisconsin
Employee Trust Endowment Fund
Montello Endowment for
Middleton Cross Plains Area School
District Education Foundation Fund
Preschool of the Arts Endowment Fund
Priebe Family Passthrough Fund
Monroe Romolino Family Arts
Fund for Barneveld High School
Michael Sheahan Memorial Scholarship
for James Madison Memorial
• Wisconsin Chamber Orchestra
Novotny Scholarship Fund
for Random Lake High School
Owen Connolly & Harold
Sundberg Memorial Fund
Michael McLain Fund
• Madison Symphony Orchestra
Peter Stirling Trust Passthough Fund
Pets for the Planet
Phil Kammerer Fund
Phillip A. Levy Charitable Gift Fund
Phillip and Ginger Hinderaker Fund
Resilience Neighborhood Center
Endowment
Rhinelander-Taylor Centennial Fund
Rich and Beth Lepping Fund
Richard & Barbara Harper Fund for
Wisconsin Chamber Orchestra
Richard and Lorraine Ranney Fund
Richard and Lorraine Ranney PT Fund
Richard and Nina Rieselbach Fund
Riddle Family Fund
Rita O’Reilly Paulus Family Fund
River Valley School District Endowment
Robert and Dorothy Troller
Maximum Giving Fund
Robert J. and Dorothy
M. Troller Endowment Fund
Robert and Jenifer Gilbert Fund
Robert and Marie Laux Memorial Fund
Robert and Shirley-Dawn Jorgenson Fund
Robert and Shirley-Dawn
Jorgenson Scholarship Fund
Robert E. Miller and Pamela
J. Hoffman Fund
Robert G. and Betty H. Johnson Fund
Phyllis A. Lovrien Passthrough Fund
Robert J. and Vera
Wilson Endowment Fund
Pleasant Rowland Great Performance
Endowment Funds for the benefit of:
Roberta Gassman and Lester
Pines Family Fund
Planned Parenthood Fund
• CTM Madison Family Theater
• Fund for Theater in Overture Center
• Madison Ballet
• Madison Children’s Museum
• Madison Museum of Contemporary Art
Robert J. and Vera Wilson Fund
Roberto G. Sanchez
Educational Opportunity Fund
Roelof and Wilma Kraak Family Fund
Roger and Ann Hauck Advised Fund
Roger and Ann Hauck Passthrough Fund
Roger and Kristi Williams Fund
Roger and Vivian Holten
Band Scholarship Fund
Roland A. and Nancy Emmons
Smith Advised Fund
Ron and Dorothy Daggett
Endowment Fund
Ronni Jones APT Children’s Fund
Rosemary Garfoot Public
Library Endowment
Roy Hopko Endowment Fund
for Christ Presbyterian
Roy Hopko Endowment Fund
for the McClelland Foundation
Roy Hopko Endowment Fund for
the Zor Shrine
RRK Holdings, Inc. Passthrough Fund
Ruhly Family Fund
Sales and Marketing
Executives of Madison Fund
Salinger Family Fund
Sally and Lee Hansen Passthrough Fund
Sally Wilmeth and Terry
Geurkink Family Fund
Saloutos Family Fund
Sanchez Scholarship Passthrough Fund
Sandra Grieger-Block Fund
Schenk-Atwood Art Conservation Fund
Schlecht Family Passthrough Fund
Schreiner Luttrell Bugle American Fund
Schwandt Family Fund
Scott Chase Passthrough Fund
Scott Family Gift Fund
Sensenbrenner Family Passthrough Fund
Shaila and Thomas E.
Bolger Passthrough Fund
Sherry and Al Goldstein Endowment Fund
Shorewood Community School Fund
Silverberg Huebel Passthrough Fund
Society of St. Vincent de Paul
District Council of Madison Fund
Sokaogon Chippewa Community
Sorge Family Fund
Spear Family Passthrough Fund
Stark Family Fund
Statue of Liberty Replica
Restoration Endowment Fund
Step Fund
Stephen and Debra
Schmidt Passthrough Fund
Stephen D. Morton Fund for Morton Park
Steve and Beth Blakeslee
Family Foundation
Steven Ramig Fund
Strang, Inc. Endowment Fund
Strings, It’s Elementary Fund
Stu Levitan Fund
Stuart Daily Seeds of Learning Fund
Summit Fund
Sun Prairie Soccer Club Development Fund
Sun Prairie Soccer Club
Program and Maintenance Fund
Susan and Ellis Bauman Fund
Swan Tull Family Charitable Fund
Tabea Millie Vohmann Fund
TAPIT/New Works, Inc. Endowment
Tasha E. Bolton Scholarship Fund
TeamSoft Sharing Wishes Fund
Teddy O. & Robert R.
Studt PlayTime Productions
Terrance and Judith Paul Family Fund
Terry & Sandy Shockley Fund
Terry Haller Fund
The Benches Fund
The Bloom Women Fund
The Brosnan and Flessas Family Fund
The Kathy, Dick, Jill, Jay & Newman
Anderson Family Charitable Fund
The Neighborhoods Fund
The Mann Educational Opportunity Fund honors the late Bernard and
Kathlyn Mann and provides mentoring and other educational tools
to Madison public school students to help them fulfill their academic
achievement potential.
Vernon Hellenbrand
Verona Little League Passthrough Fund
The PAL Fund
Vicki Stewart Artists Endowment
Fund for Theater in Overture Center
The Road Home Housing
and Hope Forever Fund
Village of Shorewood Hills Second
Chance Apartment Project Fund
Theater in Overture
Center Passthrough Fund
VSA Arts Wisconsin Fund
The Progressive Endowment Fund
Victor and Carol Dorn Family Fund
The Road Home Passthrough Fund
Virginia and Perry Henderson
Advised Fund
Theodora H. Kubly Fund
Thomas G. and Karen C. Ragatz
Designated Passthrough Fund
Thomas Heffron Family Passthrough Fund
Three Gaits Spirit of Sam
Tikalsky-Friedman Family Fund
Tim and Jana Heinrich Family Fund
Tim Lightner Fund
Todd & Jerilyn Bramson Family Fund
Tom & Shaila Bolger Fund
W. Jerome Frautschi Fund
Walker Family Fund for Music
Walter and Dorothy Jones Frautschi Fund
Walter Bauman Mental Health Fund
Whyte Hirschboeck Dudek Charitable Fund
Tomorrow Fund
William and Gretchen Rieser Advised Fund
Topitzes Family Passthrough Fund
William E. and Edna B. Walker
Fund for the Elderly
Tony Farina Fund for RSVP of
Dane County Inc.
William and Phyllis Bartlett Fund
Trevor R. Marsh Memorial
Endowment Fund
William Kraus and Toni Sikes Fund
United Way of Dane
County Foundation Fund
Urban League of Greater Madison
Workforce Innovation Fund
Urban League of Greater Madison
Youth Endowment Fund
Van Haren Family Fund
Wisconsin Wetlands Association Fund
Wisconsin Women in
Government Endowment Fund
Wisconsin Youth Symphony
Orchestra’s Endowment Fund
Wolf Solomon Fund
Wolman Family Share and Care Fund
You Made My Day Fund
West Family Fund
Tommy Bartlett Medical Research Fund
United Cerebral Palsy of
Greater Dane County, Inc.
Wisconsin State Journal
Youth Services Fund
WCATY Endowment Fund
Waunakee Library Forever Fund
Widder Family Fund
Tyler J. Berg Memorial Scholarship Fund
Wisconsin Sports Development
Corp. Passthrough Fund
Women in Focus, Inc.
Scholarship Endowment
Tom Stamstad Memorial Fund
Troy Boys Fund
Wisconsin Sports
Development Corp. Endowment
Warner Park Swimming Pool Fund
WI Chapter of the American Planning
Association Scholarship Fund
Trevor R. Marsh Memorial
Passthrough Fund
Wisconsin Society of
Cytology Scholarship Fund
Wilma Kraak Designated
Passthrough Fund
Wilma Kraak Passthrough Fund
Wingra School Fund
Wisconsin Academy of Sciences,
Arts & Letters GPF Passthrough Fund
Wisconsin Arts Education
Association Endowment Fund
Wisconsin Chamber Orchestra
Endowment Fund
Wisconsin Environmental Education
Foundation Endowment
Wisconsin Foundation for
School Music Fund
YMCA of Dane County Foundation
Young Giving Fund
Youth Services of Southern
Wisconsin Fund (Briarpatch)
Yvette’s Local Entrepreneur Fund
YWCA Madison - Vilas Endowment Fund
YWCA Madison Fund
A FUND FOR
WOMEN FUNDS
A Fund For Women Endowment
A Fund For Women Passthrough
Anne Wolman Fund for A Fund For Women
Betty Harris Custer Acorn Fund
for A Fund For Women
Carter/Rakentzes Fund for
A Fund For Women
Deirdre W. Garton Fund for
A Fund For Women
Diane Ballweg Women Soaring Above and
Beyond Fund for A Fund For Women
Donna McDowell Beestman
Fund for A Fund For Women
Doris J. Hanson Fund for A
Fund For Women
23
Dr. Beverly S. Simone Fund for
A Fund for Women
Helen S. Wendel Fund for
A Fund For Women
In Honor of Emilie Taylor Holmes
Elizabeth M. Cantor Endowment
In Memory of Sylvia Melli-Jacobs
Janet Amundsen Gietzel Fund
Jo Ann Six Fund for A Fund For Women
Joan Collins “JoJo” Fund in honor of
Sophia, Isabella, Caden & Christian
Josephine Musser Fund for
A Fund For Women
Joyce J. Bartell Fund for
A Fund For Women
Judy Schwaemle Fund for
A Fund for Women
Lewis & Mary Kay Brooks
Family Fund for A Fund For Women
Marie A. Wunsch Fund
Martha Taylor Fund for A Fund For Women
Mary Ellyn Drury Sensenbrenner
Megan Correll Family Fund for AFFW
Melany Stinson Newby Fund
Millie Baldwin/Hattie Bakke
Muriel Strickland / Teresita Barroquillo
Niki and Muffy Sollinger Fund
Proud Mary Fund for A Fund For Women
Richard & Peggy Parfitt Fund
Samantha M. Weston & Cheryl Rosen
Weston Fund for AFFW
The DoMa Strong Women Acorn
The Jane Fund for A Fund For Women
The MacKenzie Women’s Fund
The Women of the Derilyn Dean Cattelino
Fund, Derilyn, Deborah and Beth
Women Who Roar Fund for
A Fund For Women
AFFILIATE FUNDS
& Affiliate Funds
Columbus Area Aquatic Center Fund
Passthrough Fund
Columbus Fall River Rotary
Club “Good Works” Fund
24
Columbus School District Endowment
Columbus School District
Passthrough Fund
Conlin Family Fund
John and Mary Roche
Grandchildren Red Balloon Fund
Parry F. Lueders Fund
Sharrow Family Fund
Lodi Area Community Endowment &
Affiliate Funds
Lodi Area Community Endowment
Lodi Area Community Passthrough Fund
Middleton Community Endowment &
Affiliate Funds
Capital Brewery Charitable Fund
Marlette E. Larsen Family Fund
A 30,000 Community Impact grant allowed Madison Youth Choirs to
expand its successful “Adopt-A-School” program.
Middleton Community Passthrough Fund
John and Carolyn Peterson Fund
Middleton Community Endowment
Standard Imaging Foundation Fund
The Monona Fund & Affiliate Funds
Cleo and Glenn Sonnedecker
Unrestricted Fund
The Monona Fund
Michael Stieghorst and C. Sue Conley Fund
Rio Community Fund & Affiliate
Funds
Robert W. Taplick Memorial
Unrestricted Fund
The Monona Fund (TMF) Passthrough
Frederick C. Suhr Fund
Biddle Family Agricultural
Scholarship Fund for Rio
Ann Tiemann Unrestricted
Endowment Fund
Agricultural Fund
Doris Woychik Unrestricted Fund
Biddle Family Scholarship Fund for Rio
Anne and Martin Wolman
Unrestricted Fund
H. William and Susan Hausler
Liz and John Heiner
Lesley Johnson and Terry Marshall Family
Jane E. Kayser
Cynthia and Rodney Clark
James A. Lord, DDS
Ronald S. Luskin and M. Therese Ruzicka
Stewart Macaulay
Douglas and Norma Madsen
Gordon M. Malaise
Meghan Meeker
Athletics Fund
Louise Young Unrestricted
Endowment Fund
Rio Community Foundation - Library
Anonymous (15)
Marianne S. Morton
Rio Depot Shelter Passthrough Fund
Tracy and Brian Bachhuber
John and Betty Nicka
Susan and Ellis Bauman
Christopher and Sandra Queram
William and Laura Bird
Margaret Thompson Rice
Ann C. Boyer
Linda and Matthew Sanders
David and Oma Cox
Richard C. and Nancy M. Schultz
Jane and David Dohler
Marcie A. Pfeifer-Soderbloom
and Aric M. Soderbloom
Ann and Thomas Merfeld
Josh Mezrich and Gretchen Schwarze
General Education Fund
2014 Community Impact
Fund Donors
Rio Community Fund
Rima D. and Michael W. Apple
Timothy and Asta Mulholland
Strmiska Fund for the Rio Community
Bonnie and Willis Barstad
Frank and Laurie Peregrine
COMMUNITY IMPACT
FUNDS AND DONORS
Robert L. Beilman, MD
Glenn Reinl and Sara Krebsbach
Helen B. Boley
Fred A. and Nancy N. Risser
Shawn and Nancy Carney
Daniel and Patricia Schultz
Joseph and Jean Dietrich
Patricia W. Shires
Funds
Bowles Family Fund
Community Impact Fund
Founders Fund
John and Mary Frautschi Fund
Garver Memorial Unrestricted Fund
Irwin A. and Robert D. Goodman Fund
Anna Marie Graber Martens Fund
Grutzner Family Fund
Lyle Hill Unrestricted Fund
Louis Hirsig Unrestricted Fund
Whitford and Becky Huff Unrestricted Fund
June E. Johnson Community Impact Fund
Richard and Rosemary Johnson Fund
Jean and Walter Meanwell
Community Fund
Edward F. Obert Unrestricted Fund
2014 ANNUAL REPORT
Ronald F. Eith
L. F. Emery
Patricia A. Eschmann
Virginia Evangelist
Mary and Steve Fix
Dennis and Linda Flynn
Brion Fox and Stephanie Robert
Leslie J. Franzen
Bonnie Denmark Friedman
and Gary H. Friedman
Enid and Tyrone Glenn
Thomas O. Haig
Stuart and Janet Morse
Tim and Lori Stadelman
Rebecca Swank
Martha A. Taylor and Gary L. Antoniewicz
Judith A. Troia
Ruth Tsotsis
Donna Ulteig
Sylvia Vaccaro
Sharon M. Vancil
N. Georgene Vitense
Lee Weiss
James and Lorna Will
Jack and Lucille Winters
C. Allen and Ardala B. Wortley
LEGACY SOCIETY /
CHARITABLE GIFT
ANNUITIES
*Legacy Gifts Realized
Jac & Edye Garner
R.J. and Gina Newell & Family
J. Nash Williams*
Mildred Gill*
Ethel Parker*
Kathleen E. Woit, Ph.D.
Delight Gartlein
Marie Graber*
Truman and Sylvia Graf
Sandra Grieger-Block
Leo J. Groth*
Anonymous (22)
Terry L. Haller
Helen Baldwin
Doris J. Hanson*
Betty Bamforth*
Charles Hathaway*
Mrs. Joyce J. Bartell*
Robert and Carroll Heideman
Tommy Bartlett*
John P. Hobbins
Hugh and Joyce Bell
Paul Houseman
Dorothy Biddle*
Frances W. Hurst*
Harriet S. Bock*
June E. Johnson*
Bill Arthur
Rodger Hansen
Ira & Ineva Baldwin*
Don and Mary Harkness
Jim and Barb Barnard
Ron and Carol Hay
Lois Bartels
Anne W. Herb*
Susan J.M. and Ellis Bauman
Roy & Alta Hopko*
Jane and Kenneth Belmore
Whitford and Becky Huff*
Linda H. Bochert
Jaya G. Iyer*
Tom and Shaila Bolger
Ronald J. Johnson and
Rosemary L. Johnson
Dean and Ann Bowles
JoAnn Bucaida
Jim and Cathie Burgess
Ann Casey
Ann Miller Chastain*
Thomas A. Christiansen
Gayle R. Cody
Jane Taylor Coleman
Joan V. Collins
Joan Creitz
James and Karel Cripe
Ron & Dorothy Daggett*
Evelyn S. Daly
Elizabeth C. Davies*
Mary Beth Davis
Margaret B. Derse*
Gordon and Gail Derzon
John and Lois Doty
Herbert & Eunice Eberhardt
Robert and Betty Elsas
Marie Endres*
Don Hunt and Kathleen Engel-Hunt
Elaine Erickson-Hollander
and Jeffrey Hollander
Richard Erney*
Rosemary B. Johnson*
Carol Jordan
Leslie Katzman*
Mark and Sarah Kaufman
Michael Kelley
Robert and Virginia Kraft
Mary Krall
Betty Krause
Cherie L. Krenke
Harold and Theodora Kubly
Mrs. Theodora H. Kubly*
Joan Kuypers
Doug La Follette
Marilyn Lampman
Howard and Judith Landsman
Mary Jane Langer
Phillip A. Levy
Mora Himel Lincoln*
Mary T. Linton
Phyllis A. Lovrien
Peter and Jill Lundberg
Douglas and Norma Madsen
Nancy A. McGill
Sharifa Merchant
Escher Family Fund
Ralph and Cathy Middlecamp
Karen Faster
Alvin and Ruth Mohaupt*
Tina Frailey
Neumueller Family Fund
Francis W. Simmons*
Steven and Meryl Mixtacki
Carol J. Ferguson
Daniel and Joyce Muxfeld
Boris Frank and Terry Kiss Frank
Melany S. Newby
Amy T. Overby
Hazel B. Paschall*
Betty Jane Perego*
Judy and Dan Peterson
Marie B. Pulvermacher*
Anton Rajer*
Dean and Sheila Read
Donna Read
Earl and Elnor Reichel
Dave and Kim Reinecke
Gordon and Janet Renschler
Raymond T. Riddle
Robert J. Ritger*
Jenifer Winiger
Anne and Martin Wolman*
Doris Woychik*
Kristin Yates
Louise Young*
2014 MAJOR DONORS
In addition to the generosity
of MCF fundholders listed in
these pages, we would like to
honor the following donors for
their contributions to funds
at the Madison Community
Foundation. Thank you!
Roger and Mary Rowin
American Transmission Co. LLC
Robert and Jacqui Sakowski
Charles D. Bert Fund
Paul Marunich & Ruth Ann Schoer
Colony Brands Foundation, Inc.
Mary Ellyn and Joseph Sensenbrenner
William F. Escher
Paul Simenstad, M.D.
John and Jeanne Flesch
Roland and Nancy Emmons Smith
Dick Goldberg
Cleo and Glenn Sonnedecker
Bernard and Mitzi Hlavac
Thomas and Sheila Spear
HR Imaging Partners
John and Mary Storer
Lammi Sports Management, Inc.
Annalee G. Sundby
Madison Gas & Electric Foundation, Inc.
Esther Hougen Taylor
Monroe Street Library League
Carol Toussaint
National Endowment for the Humanities
Susan and Tom Ullsvik
Kenneth R. Olrick, Jr.
Clifford E. Voegeli
Pleasant T. Rowland Foundation
Marvin A. and Grace D. Wagner
Michael and Mary Schlageter
William E. and Edna B. Walker*
Gary and Penelope Shackelford
Joyce Wartmann
TDS Telecommunications Corp.
Diana S. Webb*
The Employer Group
Arnold Nolan Rusky*
Anonymous (8)
Eve B. Scheffenacker
Capitol Lakes Retirement Community
Orange and Dean Schroeder
Karen and Alan Crossley
Rudy and Janet Silbaugh
The Evjue Foundation, Inc.
L. Joseph Sloup and Marlys D. Sloup
Douglas Gehrke
Patricia Martin Soderholm Charitable Fund
Gary and Gayle Harrop
Bob and Lisa Sorge
Marilyn Holt-Smith, CFA
Phillip and Jane Stark
Kraft Foods Matching Gifts Program
Frederick C. Suhr*
Lodi Canning Company, Inc.
Betty M. Taylor*
Mazomanie Free Library
Jennifer Thompson
Name Badge Productions, LLC
Jon and Susan Udell
James A. O’Brien
Paul Vastola, M.D.
Thomas Reps
Andrija and Hazel Vukmir
Tom and Jan Rucinski
JoAnn Walker
David Sensenbrenner
William R. and Eleanor B. Walker*
Andrew & Michael Stolper Foundation
Willard and Jeanne Warzyn*
Terry Family Foundation
Helen S. Wendel*
Robert and Lucille Westervelt
Naomi Whiteside*
Mark and Jeanne Whitish
25
Madison Community Foundation
2 Science Court, P.O. Box 5010
Madison, WI 53705-0010
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2014 Annual Report - Madison Community Foundation

Transcripción

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