Madison Community Foundation 2014 Annual Report

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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

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“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

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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

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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 aoverby@madisoncommunityfoundation.org

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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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. www.madisoncommunityfoundation.org

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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 mheinritz@madisoncommunityfoundation.org

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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. For more information, visit 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. For more information, visit http://madisoncommunityfoundation.org/Rio www.madisoncommunityfoundation.org

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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

tlinfield@madisoncommunityfoundation.org

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.

www.madisoncommunityfoundation.org

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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.

www.madisoncommunityfoundation.org

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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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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.

www.madisoncommunityfoundation.org

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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.

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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.

Madison Public Library Foundation

$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.

www.madisoncommunityfoundation.org

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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

acasey@madisoncommunityfoundation.org

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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.

www.madisoncommunityfoundation.org

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.

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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

Bolz Family Endowment Fund for 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

Bolz Family Endowment Fund for Madison Opera Bolz Family Endowment Fund for Madison Symphony Orchestra Bolz Family Endowment Fund for MATC Foundation Bolz Family Endowment Fund for Olbrich Gardens Bolz Family Endowment Fund for Salvation Army of Dane County

Bolz Family Endowment Fund for Tenney Nursery and Parent Center

Bolz Family Endowment Fund for 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 Memorial Scholarship Fund 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 Memorial Scholarship Fund

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

www.madisoncommunityfoundation.org

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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 Scholarship Endowment Fund

• 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 Family Passthrough Fund

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) John A. Johnson Scholarship Fund (Edgewood College) John A. Johnson Scholarship 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) John A. Johnson Scholarship Fund (Northland College) John A. Johnson Scholarship 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 Scholarship Endowment Fund 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

Madison Public Library Foundation Meadowridge Branch Endowment Madison Public Library Foundation Print Books Purchase Fund Madison Public Library 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

Madison Public Library 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

www.madisoncommunityfoundation.org

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 Family Passthrough Fund

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 Memorial Scholarship Fund

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 Monona Grove Education Foundation Endowment for Glacial Drumlin School Monona Grove Education Foundation Endowment for Monona Grove High School Monona Grove Education Foundation Endowment for Taylor Prairie School Monona Grove Education Foundation 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 Education Passthrough Fund

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 Education Passthrough Fund 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 Memorial Scholarship Fund

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

www.madisoncommunityfoundation.org

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 Fund for A Fund For Women Elizabeth M. Cantor Endowment for A Fund For Women

In Memory of Sylvia Melli-Jacobs Fund for A Fund For Women Janet Amundsen Gietzel Fund for A Fund For Women

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 for A Fund For Women

Martha Taylor Fund for A Fund For Women Mary Ellyn Drury Sensenbrenner Fund for A Fund For Women

Megan Correll Family Fund for AFFW Melany Stinson Newby Fund for A Fund For Women Millie Baldwin/Hattie Bakke Fund for A Fund For Women

Muriel Strickland / Teresita Barroquillo Fund for A Fund For Women Niki and Muffy Sollinger Fund for A Fund For Women

Proud Mary Fund for A Fund For Women Richard & Peggy Parfitt Fund for A Fund For Women

Samantha M. Weston & Cheryl Rosen Weston Fund for AFFW The DoMa Strong Women Acorn Fund for A Fund For Women

The Jane Fund for A Fund For Women The MacKenzie Women’s Fund for A Fund For Women

The Women of the Derilyn Dean Cattelino Fund, Derilyn, Deborah and Beth Women Who Roar Fund for A Fund For Women

AFFILIATE FUNDS Columbus Area Endowment & Affiliate Funds

Columbus Area Aquatic Center Fund Columbus Area Endowment Columbus Area Endowment 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

Rio Community Foundation 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

Rio Community Foundation 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

Rio Community Foundation 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

www.madisoncommunityfoundation.org

25


Madison Community Foundation 2 Science Court, P.O. Box 5010 Madison, WI 53705-0010

GIVE NOW TO ANY OF OUR

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MADISON COMMUNITY FOUNDATION Learn more about how we can help you with your philanthropic interests at our website www.madisoncommunityfoundation.org

Phone: (608) 232-1763 | (888) 400-7643 | Fax: (608) 232-1772 Join our Facebook network and follow us on Twitter to keep up on all the latest news and announcements


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