2012 BMCF Annual Report by Blue Mountain Community Foundation

2012 Annual Report

Blue Mountain Community Foundation PO Box 603 â&#x20AC;˘ Walla Walla, WA 99362 (509) 529-4371 | www.bluemountainfoundation.org

Blue Mountain Community Foundation

Director’s Report Donors give to the Blue Mountain Community Foundation out of a deep and abiding love for their community and an optimism for the future. The idea that a gift made today can help strengthen our community today and tomorrow motivates our donors, volunteers and staff. In addition, it is what drives our grantees. This Annual Report is a look back insofar as it reports on the year that has just ended. However, it also looks forward. Below is our Strategic Plan. We will engage our community in giving. We will remain a strong and effective organization that will grow stronger. We will work more closely with our donors and grantees. This Report also showcases how the Foundation thinks about its support for a Healthy Community, from Needs to Arts. We feature the wide array of people and organizations that make the Blue Mountain area a unique place, and the grants the Foundation has made to contribute to their progress. Our hope, as you read this Report, is not simply to take stock of the past twelve months of the Foundation’s work, but to inspire hope about the future of area communities and its people, who we are privileged to serve.

Strategic Plan: July 2012-June 2015 Mission Statement To help donors invest for a healthy community.

Lawson F. Knight Executive Director

Dan Reid President, Board of Trustees

Staff, left to right: Joan Aragone, Kate Bobrow-Strain, Mari Sanders, Lawson Knight

Vision Statement By June 30, 2015, grow the Blue Mountain Community Foundation into a more sustainable, more connected network of philanthropists making $2.5 Million in grants and scholarships per year with reportable outcomes on the health of area communities through the guidance and engagement of community leaders.

CULTIVATE • Improve fund and gift offerings

• Develop new ways for donors to give

• Grow Summit Society

• Deploy online giving

• Increase number of Donor Advised Funds

• Create new investment options

STRENGTHEN

CREATE

SUSTAIN

• Offer online scholarship and grant applications

• Recruit and retain high-quality staff and volunteers

• Provide access for trustees and committees through online tools

• Maintain integity of investment, financial and technology systems

Annual Report 2012

Total Grants 1985-2011 $3,000,000

Goal: $2.5M by June 2015

$2,250,000

$1,500,000

Arts! 6.8%

Economy! 3.4%

Earth! 0.3%

Education! 40.9%

2011

2009

2007

2005

2003

Neighbors! 12.3% Needs! 18.7%

Health! 7.8%

2001

1999

1997

1995

FY11 Discretionary Grants Program Awards by Impact! Area

FY11 Total Grants by Impact! Area Neighbors! 22.3%

1993

1991

1989

1987

1985

$750,000

Arts! 6.4% Needs! 24.1%

Health! 16.3% Earth! 0.7%

Economy! 1.0% Education! 39.1%

Blue Mountain Community Foundation

2011 - 2012 Discretionary Grants Program Awards Tackling the issues of art for children, access and participation, and helping the arts flourish in our communities. Blue Mountain Artisans Guild General support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,000 Carnegie Picture Lab K-5 Art education . . . . . . . . . . . . . . . . . . . . . . . . . . . . $2,500 Kirkman House Museum Permanent collection improvements . . . . . . . . . . . $1,000 Pomeroy Community Center Phase 1 of the Seeley Theatre restoration . . . . . . $2,000 Touchet Valley Arts Council Film festival support. . . . . . . . . . . . . . . . . . . . . . . . . . $1,000 Waitsburg Historical Society Wilson Phillips House display improvements and beautification . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,000 Walla Walla Chamber Music Festival Chamber Music Festival events . . . . . . . . . . . . . . . . $3,000 Walla Walla Choral Society Choral Society’s concert series . . . . . . . . . . . . . . . . $1,500 Walla Walla Symphony 2011-12 Performance Season support . . . . . . . . . . . $3,000 Walla Walla Valley Bands Programs and concerts. . . . . . . . . . . . . . . . . . . . . . . $1,000 Walla Walla Valley Historical Society Free Family Admission Program at Fort Walla Walla Museum . . . . . . . . . . . . . . . . . . . . $1,000 School Tour Program at Fort Walla Walla Museum . . . . . . . . . . . . . . . . . . . $2,000 Tackling the issues of caring for the environment and promoting environmental awareness. Blue Mountain Land Trust Accreditation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,000 Blue Mountain Resource Conservation & Development Council Camp Wooten Forest Camp and Envirothon Program . . . . . . . . . . . . . . . . . . . . . $1,800 Tackling the issues of training workers for better jobs, helping employers thrive and supporting small business. Blue Mountain Babe Ruth of Oregon Facilities Construction . . . . . . . . . . . . . . . . . . . . . . . $4,000 Lillie Rice Center, Inc. General support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $2,500 Waitsburg Town Hall Corporation Operation and maintenance . . . . . . . . . . . . . . . . . . $1,500

Tackling the issues of early learning, supporting school children and lifelong learning. Blue Mountain Young Life Young Life programs. . . . . . . . . . . . . . . . . . . . . . . . . $2,761 Camp Fire USA Walla Walla Council Scholarships and enrichment . . . . . . . . . . . . . . . . $10,000 Cardinals’ Nest Cardinals’ Nest After School Program . . . . . . . . . . $5,825 Children’s Museum of Walla Walla Stars Gift Campaign . . . . . . . . . . . . . . . . . . . . . . . . $2,000 City of Walla Walla Parks and Recreation Washington Park After School Program . . . . . . . . $2,500 Community Center for Youth 2012 Summer Youth Program support. . . . . . . . . . $4,500 Friends of Children of Walla Walla ABC Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,000 Friends of the Walla Walla Public Library Homework Help Center . . . . . . . . . . . . . . . . . . . . . . $3,000 Garfield County Human Services, dba Quality Behavioral Health 2012 Summer Youth Program . . . . . . . . . . . . . . . . . $4,000 Girls’ Council, Inc. Middle school girls groups. . . . . . . . . . . . . . . . . . . $2,000 Junior Achievement of the Greater Tri-Cities Program support in Walla Walla . . . . . . . . . . . . . . . $3,000 Pomeroy School District Pomeroy Afterschool Program . . . . . . . . . . . . . . . . $5,800 Walla Walla Community College Foundation Pomeroy Parent Cooperative Preschool scholarships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $2,500 Tot Spot Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . $2,500 Walla Walla University His Kids in Action program . . . . . . . . . . . . . . . . . . . $1,500 YWCA of Walla Walla Fun Factory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,000 Mariposa Program . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,000 My Friends’ House scholarships . . . . . . . . . . . . . . . $4,000 Tackling the issues of wellness, preventive care, and access to health care. Blue Mountain Heart to Heart General support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $4,000 Bluewood Alpine Race Team Tips Up Scholarship Program . . . . . . . . . . . . . . . . . $1,000 Columbia County Public Health Department Oral Health Program . . . . . . . . . . . . . . . . . . . . . . . . . $4,000 Edith Bishel Center for the Blind and Visually Impaired Independent Living Program . . . . . . . . . . . . . . . . . $1,500 Medical Teams International Walla Walla Mobile Dental Program . . . . . . . . . . . $4,000

Annual Report 2012

Planned Parenthood of Greater Washington and North Idaho Teen Outreach Program . . . . . . . . . . . . . . . . . . . . . . $5,500 Southeastern Washington Aging & Long Term Care Advisory Council Dental Fund. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $1,000 Family Caregiver Conference . . . . . . . . . . . . . . . . . $1,000 Student Health Options Lincoln Health Center operations . . . . . . . . . . . . . $3,000 Walla Walla County Health Department Access to Baby and Child Dentistry Program. . . . $3,000 YMCA Y on Wheels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $5,000 Tackling the issues of food, housing and homelessness, a living wage and freedom from discrimination in our communities. American Red Cross Service to Armed Forces Program support . . . . . . $3,000 Blue Mountain Action Council Adult Literacy Program. . . . . . . . . . . . . . . . . . . . . . . $3,500 Next Steps Transitional Housing . . . . . . . . . . . . . $15,000 Pro Bono Lawyer Referral program . . . . . . . . . . . . $2,500 Blue Mountain Partners Habitat for Humanity Electrical costs to complete Donald St. home . . . $3,500 Christian Aid Center Case management & referral services . . . . . . . . $20,000 Good Samaritan Ministries Counselor training. . . . . . . . . . . . . . . . . . . . . . . . . . . $3,000 Helpline Abatement and prevention of homelessness . . . $15,000 Project Timothy Project Timothy Assistance Fund . . . . . . . . . . . . . . $6,500 Rotary First Harvest Harvest Against Hunger program . . . . . . . . . . . . . $2,500 Southeastern Washington Aging & Long Term Care Advisory Council Emergency Assistance . . . . . . . . . . . . . . . . . . . . . . . . $1,000 Walla Walla Community Hospice General support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $3,000

Tackling issues of neighborhood living, social support and joining together.

Community Council Support of 2011-12 Study. . . . . . . . . . . . . . . . . . . . . . $1,000 Friends of Dayton Memorial Library Wheelchair access to the main Library. . . . . . . . . . $1,500 Linus Project “Security Blankets” for children . . . . . . . . . . . . . . . . $500 Walla Walla Senior Citizens Center, Inc., dba Center at the Park Adult Day Center Program . . . . . . . . . . . . . . . . . . . . $2,500

FIRST FRUITS FUND GRANT AWARDS The goal of the First Fruits Fund is to encourage collaborative and innovative approaches to building self-sufficiency for the most under served in our communities. Walla Walla Symphony Rock’n’Roll Camp program support . . . . . . $5,000 Blue Mountain Action Council Skill Up Program . . . . . . . . . . . . . . . . . .$10,000 Columbia School District General Support of students . . . . . . . . $10,000 Friends of Children of Walla Walla Children’s Resilience Initiative . . . . . . . . . . . . . . . $18,000 Lincoln High School General support . . . . . . . . . . . . . . . . . . . . . . . . . . . $20,000 Rural Youth Enrichment Services Rural Green Youth Enterprise . . . . . . . . . . . . . . . . .$5,000 Walla Walla Community College Foundation TRIO/ETS program support . . . . . . . . . . . . . . . . . . .$5,000 Walla Walla Public Schools Farm to School Program . . . . . . . . . . . . . . . . . . . . . $6,200 YWCA of Walla Walla Fun Factory Program . . . . . . . . . . . . . . . . . . . . . . . .$2,620 Blue Mountain Action Council CHAT: Community Health Assessment Task Force . . . . . . . . . . . . . . . . . . . . . . . . . . $500 Student Health Options dba The Health Center General Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . $10,000 Lincoln Health Center Primary Care Services. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .$7,000 Trilogy Recovery Community General Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $7,500 Children’s Home Society of Washington Walla Walla Family Support Program . . . . . . . . . . . $10,000 Blue Mountain Action Council Commitment to Community . . . . . . . $40,000 Community Council General Support . . . . . . . . . . . . . . . . . . . . $3,395

Blue Mountain Community Foundation

2011-2012 Scholarship Awards John P. and Anna Anderson Family Scholarship Fund Jacob Mutch Betty Rae and Luetta Anderson Scholarship Fund Yuri Can Archer Ranch Scholarship Fund Taylor DeRuwe Ashley Dougherty Jason Norris Baker/Henry Nursing Scholarship Fund Hayley Bohnet Bayne Family Scholarship Fund Lizbette Morin Ralph R. and Mary Ellen Bennett Scholarship Fund Jacqueline Alonso Roxane Barcenas David Brock Yuri Can Benton City Wranglers Educational Trust Jessy Kurth Erin McElroy Paul Bjorklund Memorial Scholarship Fund Thomas Moore Mick Blackburn Memorial Basketball Scholarship Fund Seth Alden Gabrielle Anderson Earl and Lucille Blake Scholarship Fund Yuri Can Jesus Ceron Carlos Chew-Mendez Morgan Clark Julian Contreras Roger Contreras-Rodriguez Cameron Coronado Heather Diaz Maria Diaz Briawna Dinwiddie Spencer Dodds Marshall Dunovant Azucena Duran Kendra Dye Kyle Eggers Maria Enriquez Amanda Flood Alanna Reesman Jahaira Soto Larry Jay Brittain Memorial Scholarship Fund Jacob Campeau Bob and Eleanor Burgess Scholarship Fund Dona Dunovant Peter Gogl

Howard and Pearl Burgess Scholarship Fund Samantha Castoldi Alina Reese Clarkston High School Memorial Scholarship Fund Chanse Brownell Terry Copple Scholarship Fund Morgan Clark Bobby Cox Memorial Scholarship Fund Jesus Ceron Dayton/Columbia County Washington Fund Briana Fulbright Christian Garcia Victoria House Rowene Huwe Jason Norris Molly Payne David Phillips Rouchelle Robison Jennifer Stephens John Eagon Scholar-Athlete Award Fund Cameron Davis T.B. Elliott Student Scholarship Amanda Flood Rolando Flores Beatriz Fuentes Sergio Galvan Oswaldo Garcia Lizzette Gomez Sonja Gooding Jennifer Goodwin Alyssa Hafen Ralph and Elsa Emigh Scholarship Fund Renee Baumann Jason Breithaupt Ana Bueno-Salazar Madeline Cavazos Samantha Eaton Oscar Flores Briana Fulbright Jasmin Gomez Mayra Gomez-Epifanio Derik Heitzmann Sarah Hemenway Dain Henderson Yelitze Hernandez Rowene Huwe Victoria Jones Brandon Kralman Glenda Lamas Alisha Marshall Stephanie Meza Eloiza Meza-Ramirez

Lizbette Morin Elizabeth Pedroza Marcella Perez Emily Propeck Irene Rico Berenice Salazar Velasco Patrick Trainor William E. and Mary G. Falconer Scholarship Fund Alyssa Hafen Daven Harshman Victoria Henderson Reyn Hodgson Chelsea Humphrey Luis Jaimez Julio Jimenez Krysta Juergensen Berenice Salazar Velasco Keith P. and Helen C. Fenner Scholarship Fund David Brock Earl and Jane Ferguson Scholarship Fund Cole Albee Renee Baumann Tiffany Cain Andrew Greenwalt Leann Harnden Edward F. Fields Memorial Scholarship Fund Amanda Flood Dan and Nancy Fix Scholarship Fund Austin Heinrich Kenneth Garner NonEndowed Scholarship Fund Anthony Olivos Yesica Olivos Dian Ortiz-Garcia Genesis Pearson Christy Poirier Cristopher Ramirez Gesner Rangel Rachel Reedy Mary Reese Julieta Rivera Kenneth Garner Scholarship Endowment Fund Krysta Juergensen Heather Kiefel Chantell Lopez Jennifer Lopez Zitlalli Lopez-Gallegos Sarai Luna Cristian Marin Beau Marshall Andrew Maycumber Angelica Meza Amber Morris

Luis Muro Gabriela Narciso Kevin Nateras Laura Newman Jeremy Nichols Grasiela Ocampo Anthony Olivos Dayl and Doris Graves Scholarship Fund Julieta Rivera Conner Robison Randall Walter William and Delora Harpe Scholarship Fund Isabel Benito Isidro Nicholas Carpenter Carley Frazier Alyssa Hafen Amber Morris Cesar Munguia Genesis Pearson Christy Poirier Joseph Weber Hevel Waitsburg Scholarship Fund Tre Hazelbaker Jeremy Nichols Allie Wooderchak Ward and Vera Hoskins Scholarship Fund Ashley Dougherty Victoria House Rowene Huwe Madeline Jensen Jennifer Stephens John Israel Scholarship Fund Ashley Dougherty Samantha Eaton Dain Henderson Victoria House Rowene Huwe Madeline Jensen Jennifer Stephens Kellie Wessels Kaitlyn West Marilyn Jensen Memorial Scholarship Fund Tiffany Cain Wesley D. Kessler Scholarship Fund Shannon Rodriguez Jim Kibler Agriculture Scholarship Fund Taylor DeRuwe

Annual Report 2012

Roberta Bell Kraemer Scholarship Fund Carlos Chew-Mendez Luis Muro Kevin Nateras Cristopher Ramirez Edgar Ruiz Erica Salgado Melissa Santana Joshua Scheel Debra Schibetta Ana Segovia Hillary Smith KayLynn Smith Aldeir Sotelo Adrian Tello Miranda Tolley Miriam Torres Monica Torres Sharon Twitchell Laura Vargas Juan Villegas Rubi Villegas Chelsea White Brian Wilson Lucy Zamora-Coutino Nancy Zamora-Coutino Vincent Zheng James N. Lamar Foundation Scholarship Fund Chase Arnold Hannah Arslanian Rebecca Arslanian Alexander Attema Jessica Baber Margot Barney

Alyssa Ovaitt Breanna Price Lauren Rhodes Jâ&#x20AC;&#x2122;adr Rodell-Tipton Alex Roe Shelby Rulon Lauren Searcy Gardner Harrison Shipman Shelby Simpson Courtney Sorensen Alexander Stearns Whitney Taylor Chelsea Valent Katherine Verbeck Katie Wahlenmaier Paige Weaver Jacob Wilson William Wilson Schafer Wood Blake Yount John W. McGillis, Jr., Memorial Scholarship Fund Emily Brown Cameron Davis Yelitze Hernandez Casey Hutchinson Denali Molitor Kincaid Schmitz McJunkin Family Scholarship Fund Laura Sanchez Kelsey Trotter Charlotte D. Mikkelson Scholarship Fund Austin Beasley

Lauren Bing Abby Blevins Lani Brown Shilo Brownell Wade Callow Victoria Collier Tarah Comer Clayton Coulson Kristina Crosby Whitney Davis Amanda Edwards Jessica Eshliman Ashley Falter Michael Fraundorfer Trent Gaskill Lauren Graham Brett Grindstaff Tyler Grindstaff Kyle Haas Kyle Hamilton Madison Hiatt Tara Holden Brittanie Horseman Dirk Hudson Hannah Jones Maxwell Kampert Allison Layton Brittany Lintner Alyson Low Molly Mathews Logan McAlister Jarek Mick Rhett Moppin Jessica Occhipinto Kenzie Olson

Merwin F. and Aletha M. Neace Family Scholarship Fund Christian Garcia Jennifer Stephens Northwest Grain Growers Robert Abbey Memorial Scholarship Fund Samantha Castoldi Brandon Kralman Taryn Short Donald C. and Ruth F. Roff Scholarship Fund Shaun Finn Jaclyn Lynch Eriberto Michel Alison Spencer Lawrence and Margaret Slater Scholarship Fund Jason Breithaupt Tichi-Groom Scholarship Fund Morgan Beckman Katlyn Fulbright Walla Walla-Columbia School Retirees Association Scholarship Fund Taryn Cummings Bow Ebding Ann Weatherill Memorial Scholarship Fund Sonja Gooding O. A. and Marion S. White 4-H Scholarship Fund Katria Dony

Scholarships by Fiscal Year $400,000 $350,000 $300,000 $250,000 $200,000 $150,000 $100,000 $50,000 -

FY05

FY06

FY07

FY08

FY09

FY10

FY11

Blue Mountain Community Foundation

Foundation Funds *denotes a new fund AGENCY FUNDS Funds established by a non-profit organization to provide financial support for the agency or a special project of the agency. Grants from the fund go directly to the agency or it’s designated project. Carson Akre Endowment Fund Athena Civic Memorial Endowment Fund Athena Library Friends Association Building Reserve Fund Blue Mountain Heart to Heart Endowment Fund* Bruce House Museum Reserves Fund Camp Kiwanis Foundation Fund Christian Aid Center Endowment Fund Christian Aid Center Board Operating Reserves Fund Christian Aid Center Building Expansion Fund Christian Aid Center - Bill Roach Endowment Fund Columbia County Hospital District Fund Dayton Historical Depot Society, Inc., Endowment Fund Downtown Walla Walla Foundation Endowment Fund Emmanuel Lutheran Church Capital Improvement Fund Emmanuel Lutheran Church Foundation Endowment Fund Emmanuel Lutheran Church - Christina Eggers Fund Emmanuel Lutheran Church - Cindy Norby Library Fund Emmanuel Lutheran Church - Rodger Paetel Memorial Scholarship Fund First Congregational Church Endowment Fund First Congregational Church – Marcus Whitman Homes Proceeds Special Project Fund First Congregational Church Memorials Fund First Congregational Church – Ralph and Bunny Stevens Capital Maintenance Fund First Presbyterian Church Endowment Fund First Presbyterian Church Special Projects Fund Friends of Children of Walla Walla Endowment Fund Friends of Fort Walla Walla Museum Fund Friends of the Library of Walla Walla Endowment Fund Friends of the Library of Walla Walla Ruth Salnitzki Fund Frontier Days Foundation Fund Helpline Endowment Fund Italian Farmstead Endowment Fund Kids’ Place Endowment Fund Kirkman House Endowment Fund Lillie Rice Center Endowment Fund Little Theatre of Walla Walla Endowment Fund Little Theatre of Walla Walla Maintenance Fund Mary Mayberry Orchard Nursing Heritage Fund Pavilion Preservation Foundation Endowment Fund George Peery Cemetery Association Endowment Fund Planned Parenthood of Greater Washington and Northern Idaho Fund Providence St. Mary Medical Center Endowment Fund Rogers Adventist School Worthy Student Endowment Fund Rotary Club of Walla Walla Don Sherwood Endowment Fund Sacred Heart Catholic Church Scholarship Fund St. Paul’s Episcopal Church Collier Camp Cross Endowment Fund Touchet Educational Foundation Scholarship Fund Touchet Educational Foundation-Eileen Collier Fund Touchet Educational Foundation-Gun Club Fund

Touchet Educational Foundation-Mary O. and Alvin Adams Endowment Fund* Touchet Educational Foundation-McCubbins Family Scholarship Fund Waitsburg Presbyterian Church Bickelhaupt Fund Waitsburg Presbyterian Church Memorials Fund Waitsburg Presbyterian Church Reserves Fund Waitsburg Presbyterian Church Scholarship Fund Walla Walla-Columbia School Retirees Association Walla Walla Community College Foundation Fund Walla Walla Community Hospice Endowment Fund Walla Walla County 4-H Leaders’ Council Endowment Fund Walla Walla Exchange Club Endowment Fund Walla Walla General Hospital Library and Education Fund Walla Walla Senior Citizens Center Endowment Fund Walla Walla Symphony Endowment Fund Walla Walla University Student Aid Fund Washington Odd Fellows Home Fund Whitman Mission National Historic Site Fund YWCA of Walla Walla Endowment Fund DESIGNATED FUNDS Funds established by a donor with a designated charitable organization(s) that the fund will support during and beyond their lifetime. Anderson Family Endowment Fund for Central Christian Church of Walla Walla Otto W. Anderson Scholarship established by Beta Theta Pi Alumni for Whitman College members of Gamma Zeta Chapter of Beta Theta Pi Fraternity Archer Ranch Fund for Dayton/Columbia County, Washington Fund Gordon and Edna Arthurs Fund for Walla Walla YMCA and Lutheran Church Missouri Senate Joint Seminary Fund of St. Louis, Missouri Athena Library Friends Endowment Fund for Athena Library Friends Association Parker Barrett Testamentary Trust for Pioneer Methodist Church of Walla Walla Althadel Beamer Memorial Scholarship Fund for Weston-McEwen High School graduates with a record of achievement or aptitude in music Blue Mountain Humane Society Endowment Fund Booker Annex Nursing Home Endowment Fund Boy Scout Trust Fund Lester M. Bruce Memorial Endowment Fund for Dayton High School Columbia County Ambulance Endowment Fund Peggy Cummins Memorial Endowment Fund for Carnegie Center Dayton Cemetery Endowment Fund Dayton Great Strides Award Fund Dixie Cemetery Fund Donald Duncan Memorial Fund for support of bagpiping activities at Weston-McEwen High School Karen J. Earle Endowment Fund for YWCA’s My Friends’ House Elks Lodge No. 287 Endowment Fund Endowment for Strings for Strings Programs at Rogers Adventist School and Walla Walla Valley Academy

Annual Report 2012

William E. and Mary G. Falconer Endowment Fund for American Red Cross for Pioneer United Methodist Church for YMCA and YWCA Building Funds Earl and Jane Ferguson Endowment Fund for Umatilla County Pioneers Association for Christian Aid Center for Gordon Cemetery near Dobson, North Carolina Jean Ferguson Endowment Fund for Carnegie Center Frazier Farmstead Museum Endowment Fund Friends of Dayton Memorial Library Endowment Fund Friends of Sheldon King Fund for graduating senior of Weston-McEwen High School Friends of the Waitsburg Pool Fund for City of Waitsburg Pool Fund Pierre & Margaret Ganguet Fund for Catholic Charities of Spokane for Christian Aid Center for the Dayton/Columbia County, Washington Fund for St. Patrick Church of Walla Walla for the Walla Walla Senior Citizens Center (now known as Center at the Park) Kenneth Garner Designated Fund for repair, maintenance and upgrading of Pioneer Methodist Church of Walla Walla Garrison Middle School Track Maintenance Fund for construction and maintenance of running track at Garrison Middle School Goodwill Industries of Walla Walla Endowment Fund Ora V. & E. Frances Grubbe Endowment Fund for Prescott Community Church for Prescott Presbyterian Church for Waitsburg Masonic Lodge for Walla Walla Masonic Temple Association for Walla Walla Valley Historical Society Hardy E. Hamm Endowment Fund for Dayton Public Library Herring House Endowment Fund Hevel Waitsburg Fund for Friends of the Weller Library for the Waitsburg Commercial Club for the Waitsburg First Presbyterian Church for the Waitsburg Historical Society Dorothy Hockett Kappa Alpha Theta Scholarship Fund for Kappa Alpha Theta members Johnson/Lehmann Junior Club Scholarship Fund for nursing students Marylou and Vernon Kegley Endowment Fund for the Blue Mountain CommunityFoundation Sustaining Endowment Fund for the YMCA Kegley-Mayo Memorial Endowment Fund for First Presbyterian Church of Walla Walla Wesley D. Kessler and Otto W. Anderson Endowment Fund for St. Paul’s Episcopal Church of Walla Walla James N. Lamar Foundation Designated Fund for Whitman College Anna Magallon Fund for Walla Walla Council on Child Abuse Darrel and Nadine Marks Memorial Fund for charitable purposes as recommended by the Dayton/Columbia County, Washington Fund

Charles McCune Endowment Fund for Blue Mountain Humane Society for Camp Fire USA for Christian Aid Center for YWCA of Walla Walla Lee and Mary McMurtrey Endowment Fund for Blue Mountain Humane Society for First Congregational Church for Goodwill Industries of Walla Walla for Little Theatre of Walla Walla for Whitman College Betty C. Medlar Memorial Scholarship Fund administered by Ed Freepons Scholarship Fund, c/o College Place Presbyterian Church Olympic Development Fund* for the development of Olympic athletes Pete and Dolores Peery Designated Endowment Fund for Frazier Farmstead Museum for Children’s Museum of Walla Walla Pete and Dolores Peery Student Loan Fund administered by Blue Mountain Community College Foundation for Milton-Freewater students Carl and Laura Peterson Endowment Fund for Walla Walla Valley Historical Society Missy O. Peterson Endowment Fund FBO Books for Babes* Pioneer United Methodist Church Capital Projects Endowment Fund Prescott Presbyterian Church Capital Fund Project Read Endowment Fund for Blue Mountain Action Council Adult Literacy Program Providence St. Mary Cancer Treatment Center Endowment Fund Clarence B. Smith Fund for Blue Mountain Community Foundation Discretionary Grants Program for Blue Mountain Community Foundation Sustaining Endowment Fund for Christian Aid Center for Walla Walla Community Hospice for Walla Walla Senior Center (now known as Center at the Park) Freeman Cornwall Smitten Endowment Fund for St. Paul’s Episcopal Church Chester Steen Fund for operation and maintenance expenses of Christian Aid Center Norah Timm Charitable Endowment Fund for Christian Aid Center and St. Paul’s Episcopal Church Donna Underman Humane Society Endowment Fund for Blue Mountain Humane Society Peter Venneri Youth Scholarship Fund for DeSales High School students Walla Walla Credit Bureau Fund for United Way of Walla Walla Walla Walla Family YMCA Endowment Fund Walla Walla Sheltered Workshops Fund for Goodwill Industries of Walla Walla Walla Walla Valley Academy Lodge Endowment Fund for Lodge projects and programs Continued on page 12

Blue Mountain Community Foundation

Strengthening Communities:

Highlighting Grantees by Impact! Area BLUE MOUNTAIN ARTISANS GUILD - POMEROY The Blue Mountain Artisans Guild (BMAG) prides itself on bringing out the artist in everyone. Located in downtown Pomeroy, BMAG is building a community where people of all ages can attend classes and workshops to broaden their artistic abilities. BMAG is open five days a week, offers after school programs along with Saturday classes for children. Classes and workshops are given throughout the year for both children and adults. BMAG also hosts four art shows per year. Grant support from Blue Mountain Community Foundation, other local foundations, as well as individual donors, allows BMAG to provide classes to children free of charge. BLUE MOUNTAIN LAND TRUST Blue Mountain Land Trust is dedicated to protecting the lands we love—working farms and forests, watershed, habitat, and scenic views—through voluntary partnerships with private landowners for future generations. The Land Trust’s “Learning on the Land” series is designed to engage community members in exploring our region and enjoying the natural resources and landscapes that we help conserve. 2012 events included a hike in Juniper Canyon; creekside exploration outside of Dayton with learning about crawdads and stream health; and a “Star-b-que” which included star gazing with an astronomer and his telescopes. BMCF has supported Blue Mountain Land Trust through its Discretionary Grants Program. Funds have been granted for general support of the organization and its activities. LILIE RICE CENTER The Lillie Rice Center (LRC) was founded in 1966 with the goal of creating a place where people with developmental disabilities could gain skills to help them lead productive lives. Almost fifty years later, LRC continues to offer support services and employment training for persons with disabilities in Walla Walla and the surrounding areas. Along with its employment agency, Blue Mountain Industries, the Center impacts over eighty developmentally disabled individuals each year. According to one program participant, “We get taught how to work better.” Additionally LRC provides physical and occupational therapy to children from birth to age three who have been diagnosed with disabilities and offers support to their families. LRC is the recipient of grants from several funds at BMCF, as well as grants from the BMCF Discretionary Grants Program. The Foundation also manages LRC’s endowment.

Annual Report 2012 YWCA MARIPOSA PROGRAM “When you invest in a girl, you are helping the next generation.” This emphatic statement by the YWCA’s Executive Director Anne-Marie Zell Schwerin echoes why investing in girls is what the Mariposa Program is all about. The Mariposa Program goal is to provide a safe and supportive space for Latina girls. Demographically, Latina girls are at a higher risk for suicide, substance abuse and domestic violence. The Mariposa Program aims to give Latina girls the support and encouragement they need free from peer pressure. Last year the program served over ninety 5th grade girls at Sharpstein, Blue Ridge, Green Park and Edison Elementary Schools in Walla Walla. BMCF has supported the Mariposa Program for several years through its Discretionary Grants Program.

TRILOGY RECOVERY COMMUNITY Trilogy’s mission is to assist young people as they attempt to stay clean and sober. Through encouragement and support, Trilogy creates a caring atmosphere where young people can feel safe and comfortable. Trilogy seeks to offer a safe haven for youth struggling with addiction by offering youth and family support groups at their facility on Poplar, as well as at Walla Walla High School and the Juvenile Justice Center. According to Jeff, a 17-year-old support group attendee, “Trilogy is a place where I find comfort, peace, trust and respect.” Trilogy has been the recipient of two BMCF grants from the First Fruits Fund which aims to encourage collaborative and innovative approaches to building self-sufficiency for the most underserved of our community.

WALLA WALLA COMMUNITY HOSPICE The mission of Walla Walla Community Hospice is to provide compassionate care to patients in the final stages of life and support for their caregivers. Grants from BMCF support Hospice’s programs, which include adult grief support services, counseling and workplace support groups. Another exceptional program is Camp Amanda, a three-day camp for grieving children. According to one camper, “Camp Amanda makes you feel more normal. It helps relieve your fears.” WW Community Hospice is the recipient of grants from several funds administered by BMCF, including the Clarence B. Smith and the Donald C. and Ruth F. Roff Funds, as well as the Walla Walla Community Hospice Endowment Fund. BLUE MOUNTAIN HUMANE SOCIETY For the past forty-five years the Blue Mountain Humane Society has been connecting Walla Walla residents with animals in need. According to Sara Archer, Humane Society Director, “We’re here for the animals, but the animals are here for the people.” This sentiment is echoed for anyone who gets a chance to visit the Blue Mountain Humane Society and see their goal in action: helping people adopt healthy animals. Healthy communities and healthy pets go hand in hand. The Humane Society is the beneficiary of several Designated Funds managed by BMCF as well as the Blue Mountain Humane Society Endowment Fund. BMCF has also awarded grants for general operating expenses through its Discretionary Grants Program for the purchase of supplies, vaccines, surgeries and help for pets with special needs.

Blue Mountain Community Foundation

Foundation Funds Designated Funds continued from page 9

Walla Walla Valley Academy Physical Education Fund for physical education projects and programs Walla Walla Valley Academy Scholarship Fund for scholarships for students with financial need attending Walla Walla Valley Academy Walla Walla Valley Academy Worthy Student Fund for scholarships for worthy students Williams Family Trust for tuition support of students of single mothers attendingWalla Walla Catholic Schools Nels Winter Park Manor Memorial Trust Fund for Blue Mountain Action Council Ombudsman Program DISCRETIONARY FUNDS Funds that broadly support the well-being and vitality of the Blue Mountain area and its residents. Grants are made to organizations through the Foundation’s Discretionary Grants Program. Eileen Cummins Collier Fund Frances Edmonson Fund Velma W. Egan Fund Claudina Keen Trust Fund Frank and Sally Mitchell Fund Clarence B. Smith Discretionary Fund Larry and Debora Zalaznik Endowment Fund DONOR ADVISED FUNDS Funds that allow fund donors/advisors to recommend grants to charitable organizations, addressing the issues and needs they care about most. Ken and Dorothy Bjorklund Family Fund Kenneth M. Dean – Quixote Fund God’s Gifts Fund Cecil and Verdie Hart Fund Leonard and Shirley Isaacs Fund Karen E. Johnson Foundation Fund Lawson and Cyndy Knight Family Fund The Markham-Banks Fund The Steve and Neal Johnson Community Fund Morasch Family Fund Larry and Claire Siegel Family Fund Ruth and Dick Thomassen Fund Homer I. and Persephone B. Watts Memorial Fund Wolf Healy Family Fund Wujek Family Fund FIELD OF INTEREST FUNDS Funds established by donors who have identified a cause, category of interest, or a geographic area they wish to support. Grants are made through the Foundation’s Discretionary Grants Program. David Bashore Relief Fund for needy Walla Walla County residents Paul Bjorklund Firefighter Development Fund for professional development opportunities to firefighters in the Athena, Oregon, Volunteer Fire Department Pendleton Fire Department and the Benton County Fire District #1 Earl and Lucille Blake Endowment Fund for discretionary grants in Walla Walla County

Carnegie Center Fund for the Arts for support of the arts, crafts and related activities in the Walla Walla region Cystic Fibrosis Endowment Fund for support of area residents with cystic fibrosis Dayton/Columbia County, Washington Fund for grants to citizens of Columbia County First Fruits Fund for grants encouraging collaborative and innovative approaches to building self-sufficiency for the most underserved in the community Margaret A. Ganguet Charitable Trust for City of Dayton Cemetery Endowment Fund for Dayton/Columbia County, Washington Fund for Dayton Historical Depot Society Endowment Fund for St. Joseph’s Catholic Church of Dayton for St. Mark’s Catholic Church of Waitsburg for Waitsburg Historical Society for other charities at the discretion of Blue Mountain Community Foundation Garfield County Health Foundation Fund* to promote the health and wellness of the citizens of Garfield County Gillespie Teacher Development Fund for outstanding teacher recognition awards Ann P. Kibler Memorial Fund for the benefit of the developmentally disabled Deloris Dickenson King Memorial Fund for homeless persons aid and support Ed and Gloria Lawrence Fund for Music and the Arts for support and enhancement of music programs in the Waitsburg area James McClellan Annual Lecture Fund for annual lecture on “Humanity in Clinical Care and Caregiving” Louis B. and Genevieve P. Perry Fund for general charitable purposes Donald C. and Ruth F. Roff Fund for discretionary grants in Walla Walla County Donna Underman Abuse Prevention Fund for Walla Walla City programs and women and children abuse prevention Walla Walla Valley Care Net for the prevention and reduction of violence among the region’s youth Ann Weatherill Memorial Fund for bicycle safety efforts in Walla Walla County and activities related to youth sports Jack Yantis Integrative Arts in Classroom Fund for support of innovative approaches to integrating the arts by classroom teachers FISCAL SPONSORSHIP FUNDS Funds where BMCF acts as sponsor for an organization that lacks exempt status allowing the organization to seek grants and solicit tax-deductible donations. Children’s Resilience Initiative Business Planning Fund* for business planning and development SPLIT INTEREST GIFTS Funds which benefit donors or their designees for a defined period and are then distributed to the charitable cause(s) the donor chooses. Robert Jackson and Dolores Jackson Flip Charitable Remainder Unitrust

Annual Report 2012

Robert Jackson and Dolores Jackson Charitable Remainder Unitrust James B. Owsley Charitable Remainder Unitrust Kathleen M. Owsley Charitable Remainder Unitrust Richard S. and Vera T. Perry Charitable Remainder Unitrust Marion S. White Charitable Remainder Annuity SCHOLARSHIP FUNDS Funds established by donors specifically interested in promoting education. Scholarships may support any level of education and can be directed toward students attending a particular school, studying in a particular field or coming from a particular geographic area. Betty Rae and Luetta Anderson Scholarship Fund for Walla Walla High School graduates who plan to continue their foreign language education at the college level, with preference for students studying German John P. and Anna Anderson and Family Scholarship for Washington State University agriculture students Archer Ranch Scholarship Fund for Dayton High School graduates Amalia Greenwald Baker/Peggy Baker Henry Nursing Scholarship for Walla Walla Community College nursing students Bayne Family Scholarship for Walla Walla High School graduates who are active in student government Ralph R. and Mary Ellen Bennett Scholarship Fund for Walla Walla County students Benton City Wranglers Educational Trust for KionaBenton High School graduates Ted Berry Memorial Scholarship Fund for Walla Walla and Columbia County students pursuing careers in emergency medical services Paul Bjorklund Memorial Scholarship Fund for Weston-McEwen High School male graduate exhibiting outstanding citizenship Mick Blackburn Memorial Basketball Scholarship Fund for most worthy graduating basketball player from Walla Walla High School boys or girls basketball teams Earl and Lucille Blake Scholarship Fund for Walla Walla County students Larry Jay Brittain Memorial Scholarship Fund for graduates of Walla Walla County high schools who were active in youth baseball Bob and Eleanor Burgess Scholarship Fund for students returning to school after a break in their educational career at Walla Walla Community College Howard and Pearl Burgess Scholarship Fund for Walla Walla County 4-H members Clarkston High School Memorial Scholarship Fund for Clarkston High School graduates Terry Copple Scholarship Fund for Walla Walla High School graduates who major in fine arts at the college level Bobby Cox Memorial Scholarship Fund for Walla Walla County or Milton-Freewater, Oregon, high school senior of Latino descent John Eagon Scholar-Athlete Award Fund for Walla Walla High School graduates demonstrating academic and athletic strengths with the ability to face and rise above personal trials

T.B. Elliott Student Scholarship and Loan Fund for Walla Walla County students Ralph and Elsa Emigh Scholarship Fund for graduates of high schools in Columbia, Garfield and Walla Walla Counties in Washington and the communities of MiltonFreewater, Weston and Athena in Oregon William E. and Mary G. Falconer Scholarship Fund for Walla Walla County students Keith P. and Helen C. Fenner Scholarship Fund for Columbia, Umatilla or Walla Walla County high school graduates Earl and Jane Ferguson Scholarship Fund for WestonMcEwen High School graduates Edward F. Fields Memorial Scholarship Fund for Walla Walla County 4-H or FFA graduates attending WSU with interest in livestock, veterinary medicine or extension services Don and Nancy Fix Scholarship Fund for Dayton High School graduates Kenneth Garner Non-Endowed Scholarship Fund for Walla Walla County students Kenneth Garner Scholarship Endowment Fund for students who qualify for BMCFâ&#x20AC;&#x2122;s need-based general scholarship program Dayl and Doris Graves Scholarship Fund for auto technician/ body training at WWCC and general scholarships Katherine Guinn Memorial Scholarship Fund for Walla Walla High School graduates with accomplishment in work and co-curricular activities William and Delora Harpe Scholarship Fund for Columbia-Burbank, Prescott, Touchet and Waitsburg High School graduates with priority to those in field of education Hevel Waitsburg Scholarship Fund for the Waitsburg Memorial School Scholarship Fund Ward and Vera Hoskins Memorial Scholarship Fund for Dayton High School graduates John Israel Scholarship Trust Fund for Dayton High School graduates Marilyn Jensen Memorial Scholarship Fund for graduating seniors of Weston-McEwen High School in Athena, Oregon Wesley D. Kessler Scholarship Fund for WSU pharmacy students Jim Kibler Agriculture Scholarship Fund for Washington, Oregon and Idaho students with farming or cattle raising backgrounds seeking careers in farming, animal sciences, natural resources management, technology, marketing or ag-management Roberta Bell Kraemer Scholarship Fund for Walla Walla County students James N. Lamar Foundation Scholarship Fund for West Platte High School graduates in Weston, MO John W. McGillis, Jr., Memorial Scholarship Fund for merit awards for Walla Walla Valley graduates McJunkin Family Scholarship Fund for Hermiston High School graduates Charlotte Mikkelsen Scholarship Fund for Waitsburg High School graduates Merwin F. and Alethea M. Neace Family Memorial Fund for Dayton High School graduates

Blue Mountain Community Foundation

Foundation Funds

Scholarship Funds continued from page 13

Northwest Grain Growers Robert Abbey Memorial Scholarship Fund for members, children of members or children of employees of Northwest Grain Growers, Inc. Walt Roloff Scholarship Fund for meritorious students with academic achievement in the Foundation’s service area Lawrence and Margaret Slater Scholarship Fund for Pomeroy High School graduates Tichi-Groom Scholarship Fund for children of firefighters or law enforcement officers in Walla Walla County, WA and Athena and Milton-Freewater, OR Walla Walla Public High Schools Scholarship Fund* for graduates of Walla Walla Public High Schools Ann Weatherill Memorial Scholarship Fund for graduates of Garrison Middle School pursuing higher education who have demonstrated academic excellence and with financial need O. A. and Marion S. White 4-H Scholarship Fund for Walla Walla Valley 4-H members SUMMIT SOCIETY The Summit Society recognizes individuals and couples who have named BMCF as the beneficiary of any type of planned or deferred gift. Robert and Dolores Jackson Keith and Rhonda Olson Jim and Susan Newton Theresa Anne Regimbal SUSTAINING ENDOWMENT FUNDS BMCF Funds

Funds which support the operating costs of the BMCF. Baker Boyer Bank Sustaining Endowment Fund Sustaining Endowment Blue Mountain Community Foundation Sustaining 5% Endowment Fund Split Interest Velma Egan Sustaining Endowment Fund 2% Agency Mike and Sue Gillespie Sustaining Endowment Fund 26% Arthur and Norma Griff Sustaining Endowment Fund Scholarship Winston and Virginia Heacock Sustaining 19% Endowment Fund Eva and Cal Iverson Sustaining Endowment Fund Eleanor S. Kane Sustaining Endowment Fund Otto Michel Sustaining Endowment Field ofBismark Interest Pete 10% and Dolores Peery Sustaining Endowment Fund LauraDonor andAdvised Carl Peterson Sustaining Endowment Fund Designated Clarence6%B. Smith Sustaining Endowment Fund 29% Norah TimmDiscretionary Sustaining Endowment Fund 3% Wolf Healy Sustaining Endowment Fund*

New Foundation Funds Blue Mountain Heart to Heart Endowment Fund Established in February 2012 by the Board of Blue Mountain Heart to Heart. Distributions from this Fund support its mission to prevent new HIV and Hepatitis C infections, to provide compassionate care and assistance for those infected and affected by these diseases, and to encourage an environment of dignity and improved quality of life for the entire community. Children’s Resilience Initiative Business Planning Fund Established in May 2012 to help CRI sustain its efforts to bring resilience as a response to childhood trauma. Garfield County Health Foundation Fund Established in October 2011 to provide ongoing administration with local decisionmaking for grants to support the health of Garfield County. Missy O. Peterson Endowment Fund FBO Books for Babes Established in November 2011 by family and friends of Missy Peterson as a permanent memorial and enduring support for a cause she loved: literacy. Books for Babes puts new books into the hands of the families of newborns in the Walla Walla Valley to encourage early literacy. Olympic Development Fund Established in January 2012 to make designated grants to the Santa Monica Track Club to assist in training and development of local athletes for the U.S. Olympic Trials and, potentially, the London Olympics. Walla Walla Public High Schools Scholarship Fund Established in March 2012 to assist students from Walla Walla Public High Schools support their education following high school graduation. The Fund started in 2012 on the celebration of 50th Jubilee Reunion of the Walla Walla High School Class of 1962 and is open to giving from all classes, friends, and supporters of the Walla Walla Public High Schools. Awardees must be high school graduates with demonstrated financial need and, at least, an average ability to succeed. Wolf Healy Sustaining Endowment Fund Established in December 2011 by long-time Foundation supporters, Ellen Wolf and Jim Healy. This Fund makes annual grants to support the ongoing mission of Blue Mountain Community Foundation. BMCF Funds

BMCF Funds

FY11 Grants by Fund Type

FY1 1 Grants by Fund Type $600,000

Sustaining Endowment 5% Split Interest 2%

$500,000 $400,000

Agency 26%

Scholarship 19%

$300 ,000 $200,000

Field of Interest 10%

$100 ,000

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Donor Advised 6% Discretionary 3%

FY1 1 Grants by Fund Type

Designated 29%

Annual Report 2012

Gifts to the Foundation Blue Mountain Community Foundation Administrative and Sustaining Endowment Funds Benefactor $1,000+ Byerley Farm, Inc. Bill & Melinda Gates Foundation Arthur and Norma Griff Daniel and Kathie Hess Phil and Carol Morgan Philanthropy Northwest John and Elaine Reese JL Stubblefield Trust L. Jo Winn Robert Winn Patron $500+ Leonard and Leslie Brown Michael and Sandra Buckley Peter and Kristen Harvey Jeff and Jane Kreitzberg Wilbur E. and Karen E. Pribilsky Family Endowment Fund within the Raymond James Charitable Endowment Fund Anne and Jim Walsh Rick and Patty Wylie Sponsor $250+ Punkey Adams Lloyd and Heidi Baker Michael Davidson Steven and Deborah Frol Lawrence and Judy Mulkerin Tom and Sydnee Watson Underwriter $100+ Tom and Jane Baffney Baker Boyer Bank Tom and Anita Baker Larry Beaulaurier Jon and Mary Campbell Wayne Fondahn Mike and Sue Gillespie Doris Graves Roger and Laura Jean Hevel Paul and Joyce Mackey Terry and Jan Nealey Kenneth and Marilyn Noble Jim and Carol Peterson Dan and Lori Reid Donald and Margaret Roser Sonia Schmitt Dale and LaDessa Smelcer Richard and Mary Sundberg Richard and Ruth Thomasson Samuel Tucker Anne-Marie Zell Schwerin and Don Schwerin Sustainer $50+ Sandra Cannon Columbia Rural Electric Association

Richard and Melinda Pankl Jeanne Ruecker Sally Wagoner Supporter $25+ Eric & Candace Ball Living Trust Sheila Bateman Ken and Susan Butherus Gene and Nadine Gerkey William Lake John and Linda Lohrmann Ryan McCarthy Hugh and Joyce Muzzall Valley Vision Clinic Athena Civic Memorial Endowment Fund Molly Anne Betts in memory of: Deloris Sheard Jennie Winkler John Bjorklund in memory of: John Adams Charlotte Cannon Rob Carter Patti Ann Daings Rod Hansell Deloris Sheard Bonnie Snodgrass Dick Thompson Jennie Winkler Ken and Dorothy Bjorklund in memory of: Charlotte Cannon Rod Hansell Deloris Sheard Bonnie Snodgrass Dick Thompson Jennie Winkler Randy and Sandra Johnston in memory of: Charlotte Cannon Rod Hansell Bonnie Snodgrass Elaine McGill Deloris Sheard Karen Montee in memory of: Charlotte Cannon Rod Hansell Elaine McGill Collin Snider Bonnie Snodgrass Rosa Webb Jennie Winkler Elvin and Wuanita Taylor in memory of Rod Hansell Granella and Jesse Thompson in memory of: Elaine McGill Don Roberts Bonnie Snodgrass Deloris Sheard Kendal and Linda Zerba in memory of: Bonnie Snodgrass Dick Thompson

July 1, 2011 through June 30, 2012 Baker/Henry Nursing Scholarship Fund Tom and Anita Baker in memory of: John Abajian Martin Baker Bill Barnett Rick Crandall Dean Culbertson William F. Davis Louis Donnelly Toby Epstein Gail Flint Jeannie Pearson Gagnon Steve Gartner Richard Harper Sarah Heggen George Hodges Lyle Judd Donna Keeney Lou Keiler Phil Krause Bill Lewis Paul McCaw Darrel Mock Alma Newbury Claire Norsworthy Phil Russell Carolyn Schuck Ida Mae Scott Leroy Selby Wilma Sharpe Jack Smiley Sharon Smith Vic Stueckle J.W. “Buffalo Bill” Thompson Mary Treganowan Betty Webber James Weeks Steve Williams Neil Witt Ron Wolfe Beta Theta Pi Scholarship Fund Robert and Aileen Bratton George Corley Gordon Gilbert G.G. and Patricia Gose Nathaniel and Dorothy Penrose

Steve Roy Leslie and Nadine Smith Columbia Hospital District Fund Peggy Cains Olive Deruwe Neil and Ardath Henze Roger and Laura Jean Hevel Hisashi and Diane Kajikuri Nancy Laib Sarah Lyman Donnie Richardson Pauline Richardson Walt Sinkbeil Darrel and Nadine Marks Memorial Fund Darrel Marks Trust Dayton/Columbia County, Washington Fund C.M. Bishop Jr. Family Fund of the Oregon Community Foundation Broughton Land Company Columbia Grain Growers, Inc. in memory of Jim Turner Deloris Dickenson King Memorial Fund Jack and Mary Barga for the purpose of serving homeless women in honor of Kay Barga Dixie Cemetery Fund Raymond Bray Arvilla Katsel Marilyn McKibben in memory of Lynn and Laverna Davis Ralph and Lynne Yaw Dorothy Hockett Kappa Alpha Theta Scholarship Fund Curtis and Dorothy Hockett in honor of Linda Moats in memory of Bill Moats Emmanuel Lutheran Church Capital Improvement Fund Emmanuel Lutheran Church

Blue Mountain Heart to Heart Endowment Fund Blue Mountain Heart to Heart

Endowment for Strings (Rogers Adventist School / WW Valley Academy) Jerry Hanson

Children’s Resilience Initiative Business Planning Fund State of Washington

First Fruits Fund Vista Hermosa Foundation

Christian Aid Center Building Expansion Fund Christian Aid Center Clarkston High School Memorial Scholarship Fund Eugene and Gwynda Edgar Charles and Judith James J.D. and Lynda Kain Linda McFarland Pat Moreman Chris and Diana Peterson

First Presbyterian Church Special Projects Fund First Presbyterian Church Fix Scholarship Fund Dayton High School Alumni in memory of Nancy Fix Friends of Fort Walla Walla Museum Fund Fort Walla Walla Museum WW Valley Historical Society

Blue Mountain Community Foundation

Gifts to the Foundation continued Friends of the Library of Walla Walla Ruth Salnitzki Fund Friends of the Library of Walla Walla Friends of the Waitsburg Pool Fund Roger and Laura Jean Hevel in memory of: Harold Mitchell Sara Leid Heggen William Davis Garfield County Health Foundation Fund Harold and Helen Shepherd Foundation Garfield County Health Foundation George Peery Cemetery Association Endowment Fund Anonymous Helpline Endowment Fund Helpline Hevel Waitsburg Fund Roger and Laura Jean Hevel in memory of: Jeannie Gagnon Thomas Klevgaard Ilene Kromm Hevel Waitsburg Scholarship Fund Roger and Laura Jean Hevel in memory of: Louis Donnelly Jeannie Gagnon Thomas Klevgaard Ilene Kromm Alma Newbury Lois Shelton Neil Will Homer I. and Persephone B. Watts Memorial Fund Homer I. and Persephone B. Watts Memorial Trust Jack Yantis Integrative Arts in Classroom Fund Leonard and Leslie Brown James McClellan Annual Lecture Fund Bruce and Kay Barga Timothy and Kris Barry Ted and Maribeth Bergstrom Daniel Calzaretta and Alison Kirby Christian and Michaela Cosma James and Ann-Marie Cunningham Tim and Krista Davidson Eastern Washington Dermatology Frederick Field Arthur and Norma Griff James and MaryLou Harri Linda Herbert

John and Deanne Hoehn Kenneth Isaacs Eric Jauhiainen Brad and Jan Johnson Robert Johnson and Susan Pickett Helen Kilzer and Gary Wentz Thomas and Candace Maroldo Rose Anne McClellan Patricia McIlvaine Phil and Carol Morgan Justin and Samantha Olswanger Providence Health & Services Michael and Sofia Scholar Matt Stroemel Hal and Julia Thompson Michael Wilcox Joseph and Donna Wujek Jim Kibler Agriculture Scholarship Karen Brown John Eagon Scholar-Athlete Award Fund Paradocs, Inc. P.S.C. / Blue Mountain Vision Clinic John W. McGillis Jr. Memorial Scholarship Fund Allison Bond and Bruce Donohue in honor of John W.L. Bond in honor of John W. McGillis John Bond in honor of John W. McGillis in memory of: Jack McDonald Joanne Schaeffer Sharon Smith Richard Tolley Jack McGillis and Mary Ann Coffey in memory of Mary Ellen Keyes Tom Sawatzki Johnson/Lehmann Junior Club Scholarship Fund Estate of Marjorie Johnson Ken and Dorothy Bjorklund Family Fund Ken and Dorothy Bjorklund Ken and Dorothy Bjorklund at Fidelity Charitable Gift Fund Kenneth Garner NonEndowed Scholarship Fund Kenneth Garner Life Insurance Trust Larry and Claire Siegel Family Fund Larry and Claire Siegel Lawson and Cyndy Knight Family Fund Lawson and Cyndy Knight Lillie Rice Center Endowment Fund Lillie Rice Center, Inc.

Little Theatre of Walla Walla Endowment Fund Little Theatre of Walla Walla Louis B. and Genevieve P. Perry Fund Louis Perry Marilyn Jensen Memorial Scholarship Fund in memory of Gary Jensen Susan Bolling Darcia Bowers Ferguson Living Trust Clayton Heine Karen Montee Russ and J.A. Nally Charles and Mary Price Becky Swisher William and Barbara Wise Mary Mayberry Orchard Nursing Heritage Fund Fort Walla Walla Museum Walla Walla Valley Historical Society McJunkin Family Scholarship Fund Earl and Sandi Blackaby Anita McJunkin Mick Blackburn Memorial Basketball Scholarship Fund John and Betty Donohue in memory of Mick Blackburn Missy O. Peterson Endowment Fund FBO Books for Babes in memory of Missy Peterson David and Renata Anderson Jack and Mary Barga Timothy and Kris Barry Joe and Katheryne Bush Patricia Camp Jose and Rebecca Cardell Barbara Clark Charles Crouter Dale and Carolyn Dietzman Larry and Roz Duthie Nancy Elliot Great Explorations in Education Richard and Elizabeth Hair Incyte Pathology - Spokane Incyte Pathology Walla Walla Bruce Hargreaves and Stephanie Katz Bayanne Hauhart John Helyar and Mary Morris Linda Herbert David and Russann Jansen Howard Jensen and Cindy Bouillon-Jensen Brad and Jan Johnson Junior Club of Walla Walla Sharon and Tim KaufmanOsborn Frederick and Sara Kearsley

Fred and Gail Kimball Krusi Family Trust Wade and Donna Lamson Mark and Susan Levison Anne Mann George and Kathleen Marnell Kathy McConnell David and Mary Meeker Joseph and Cyndy Meyer Phil and Carol Morgan James Morrison and Anne Wilbur Bart and Karen Nelson Laurel Peterson Duncan and Judith Peterson Rapp-Kamara Investments Dennis and Laura Rea Donald and Margaret Roser Parke Rublee and Andrea Ives Kevin and Julianne Sachs Edward and Marianna Schaefer Richard and Kay Schisler The Edith Thatcher Fund at Schwab Charitable Fund Ned and Vicky Shafer Jerry and Jo Simpson Alyssa Smith Gordon and Lynne Smith Kathryn Taylor The Bank of America Foundation Gordon and Kate Venneri Peter Viavant and Robynne Snow Herbert and Patricia Waggoner Bob and Nancy Withycombe Steven Woodside and Linda Sloss Woodside James and Jeanne Beirne in memory of Mary Treganowan Morasch Family Fund Isaacs & Associates, Inc. Neace Family Scholarship Fund John Neace Northwest Grain Growers Robert Abbey Memorial Scholarship Fund Northwest Grain Growers, Inc. Olympic Development Fund Anonymous Pete and Dolores Peery Sustaining Endowment Fund Dolores Peery Pioneer United Methodist Church Capital Projects Endowment Fund Anonymous Robert W. Jackson & Dolores Jackson Charitable Remainder Unitrust Bob and Dee Jackson

Annual Report 2012

Rogers Adventist School Worthy Student Endowment Fund Rogers Adventist School in honor of Jim Weller Rotary Club of Walla Walla Don Sherwood Endowment Fund Rotary Club of Walla Walla Sacred Heart Catholic Church Scholarship Fund In memory of Loletta Vogt Nola and D.R. Thul Sacred Heart Catholic Church Ken and Dorothy Bjorklund in memory of: Charles Brazil Rob Carter Francis Reger Donald and Ellamae Kennedy in memory of: Francis Reger Loletta Vogt Sacred Heart Catholic Church St. Paul’s Episcopal Church Collier Camp Cross Endowment Fund Ernie and Margaret Campbell Steve and Neal Johnson Community Fund Anonymous The Kids’ Place Endowment Fund The Kids’ Place Touchet Educational Foundation Scholarship Fund Touchet Educational Foundation Touchet Educational Foundation-Eileen Collier Fund Touchet Educational Foundation Touchet Educational Foundation-Gun Club Fund Touchet Educational Foundation Touchet Educational Foundation-Mary O. and Alvin Adams Endowment Fund Touchet Educational Foundation Touchet Educational Foundation-McCubbins Family Scholarship Fund Touchet Educational Foundation Walla Walla 4H Leaders’ Council Endowment Fund In memory of Elsie Patterson Richard and Mary Hanson Elmer and Joan Hays Thomas and Margaret McKenzie

Roger and Mary Ann Morris Roy Patterson Dan and Mary Scheideman Paul and Pamala Woicicki Lawrence Dodd in memory of : Paula Buckley Bill Dicus Chuck and Jeanie Fulton in memory of: Elsie Patterson IdaMae Scott Lois Garbe in memory of: Bill Dicus Lorna Johnson Ron Leinbach Charles Maiden Sarita McCaw in memory of: Elsie Patterson IdaMae Scott Walla Walla y 4-H Leaders’ Council in memory of: Audrey Brewer Matt Fazzari Elsie Patterson IdaMae Scott Walla Walla Exchange Club Endowment Fund Walla Walla Exchange Club Foundation Walla Walla Public High Schools Scholarship Fund In honor of the Class of 1962 Craig and Karen Buchanan Ken and Susan Butherus W A. and Geraldine Cramer Frank Edmonds and Judith Sabins Gary and Kathryn Habedank Garth and Mary Lindsey Jerry and Kathryn Zahl In honor of the Class of 1975 Tristan Renz In honor of the Class of 1976 Gary Hanson Anonymous in honor of Hannah Warinner in memory of: David Moore Janet Moore Norland Megan and Martin Clubb Kathryn Everett in memory of David Brauson David and Theresa Hampson Sherri Jilek in memory of: Emile Cote Nancy Frank Tom Nelson Jerry and Kathryn Zahl in honor of Kraig Klicker in memory of: Virginia Braden

Gerald Brunton Ravenna Ferrel Marilyn Jacky Ralph Keyes Jack McDonald Bob McPherson Bobby “BJ” Rhay Jim Robison Sharon Smith Carl Zahl WA-HI Alumni Association Walla Walla OMS LLC Walla Walla-Columbia School Retirees Association Walla Walla-Columbia School Retirees Association Walt Roloff Scholarship Fund In memory of Myron Roloff Helen Adams Blue Mountain Growers Leonard and Leslie Brown Robert and Nadine Dougherty Jodi Emtman George Gillette and Dominie Heiser Dorothy Heard Caryl Hoepfner John and Mary Leber Larry and Judy Mahanna John and Arla Ruthven Jerome Shockamn Gerald and Carol Stiller James and Mona Waliser Tom and Sydnee Watson Robert and Ruth Wondra Kathleen Yenney John and Alicia Zerba Roloff Farms, Inc. Helen Adams in memory of James Waliser David and Vicky Lee in memory of Joanne Fitzgerald Ward and Vera Hoskins Memorial Scholarship Fund The Elizabeth Ankeny Testamentary Trust Whitman Mission National Historic Site Fund Area Cooperative Educational Services (ACES) Whitman Mission Winston and Virginia Heacock Sustaining Endowment Fund Virginia Heacock Wolf Healey Sustaining Endowment Fund Ellen Wolf and James Healy In-Kind Gifts Brian Griffith Wave Massey Kate Morrison

BMCF Committees Executive Committee Dan Reid, President Craig Sievertsen, Vice President Leslie Brown, Secretary Shannon Bergevin, Treasurer Mark Thompson, Past President Budget Committee Craig Sievertsen, Chair, Trustee Carol Varga Morgan, Trustee Investment Committee Anne-Marie Zell Schwerin, Chair, Trustee Lloyd Baker Peter Harvey Don Harwood Keith Olson, Trustee Mark Sherry Barbara Van Yserloo Governance Committee Leslie Brown, Chair, Trustee Tony Billingsley, Trustee John Reese Grant Review Committee Nine anonymous members who are active in a number of community interests. Scholarship Committee Rick Wylie, Chair, Trustee Bruce Abbey Punkey Adams Leslie Brown, Trustee Linda Byerley Sherilee Coffey, Trustee Carol Varga Morgan, Trustee Jeanne Ruecker Audit Committee Anne-Marie Zell Schwerin, Chair, Trustee Laure Quaresma, Trustee Tom Sawatzki Rick Wylie, Trustee Past Presidents Franklin B. “Pete” Hanson Arthur H. Griff L.E. Keiler Gary Sirmon Tom Baker Mark C. Graves Thomas K. Baffney W.W. “Pete” Peery Jack L. Barga John M. Reese Jane A. Kreitzberg Ellen L. Wolf James Hobkirk Peter W. Harvey Mark Thompson

Blue Mountain Community Foundation

Statement of Financial Position (for period ending June 30, 2012) ASSETS Cash and cash equivalents Investments Interest and dividends receivable Furniture and equipment, net TOTAL ASSETS

2012 2011 1,370,454 1,444,009 29,433,697 30,006,323 1,268 14,635 5,685 2,436 $ 30,811,104 $ 31,467,403

LIABILITIES AND NET ASSETS LIABILITIES Grants and scholarships payable 309,001 270,625 Other liabilities 16,839 12,740 Funds held on behalf of others 5,452,734 5,131,029 Unitrust and annuity obligations 859,864 735,406 0.14 $6,638,438 TOTAL LIABILITIES $6,149,800

1 2.2

NET ASSETS 0.12 UNRESTRICTED Administrative 125,821 128,983 0.1 Donor Advised 4,375 22,898 Sustaining Endowments 766,725 808,749 0.08 Discretionary 891,214 970,917 6.1 % 5 .9% TOTAL UNRESTRICTED ASSETS $1,788,135 $1,931,547

1 0.9 %

0.06

TEMPORARILY RESTRICTED 0.04 Sustaining Endowments 41,392 43,821 2.6 % Field of Interest 5,753,183 6,036,615 Donor Advised 488,878 0.02 473,918 Scholarship 6,231,037 5,842,100 Qtr Designated 10,388,208 0 9,226,352 Split-Interest 658,649 586,434 Y TD 1 Yr TOTAL TEMPORARILY RESTRICTED $22,384,531 $23,386,056 -0.9 % -0.02 TOTAL NET ASSETS $24,172,666 $25,317,603 -1 .9 % -2.9 % -0.04 TOTAL LIABILITIES AND NET ASSETS $30,811,104 $31,467,403

3 Yr

The complete audited financial statements are available on our website including the accompanying notes and independent auditor’s report. Additional information about the Foundation's investments is available on

Asset Allocation Pool 1 P oo l 1

Investment Performance Pool 1 Total Assets: $23.3 Million

0.14

1 0.9 %

Alternative

10% 0.1 8% 0.08 5 .9%

6% 0.06

6.1 % 4 .3 %

4% 0.04

2.6 %

-0.04 -4%

6.5 % 5 .6%

Y TD

-0.9 %

1 Yr

3 Yr

5 Yr

Variance Power

0.5%

1.7%

Domestic Equity

Fixed Income 7 Yr

S ince Ince ption

23.0%

(8/03 )

-1 .9 % -2.9 %

BMCF Actual

Cash

39.4%

0.7%

Qtr

0% 0

5 .1 %

Real Assets

14.6%

2.4 %

2% 0.02

-0.02 -2%

for period ending June 30, 2012

1 2.2 %

12% 0.12

A ss e t A llo c a tion

Balanced index International Equity

20.8% The Blue Mountain Community Foundation’s Endowment is permanent. The Endowment is protected from obsolescence, that is, if the purpose A ss e t A llo c a tion for which a fund held in the Endowment was created becomes obsolete or if making distributions from the fund becomes impossible, unnecessary P oo with l 1 community needs, BMCF’s Board of Trustees will select a similar use for the funds which will most nearly meet the charitable or inconsistent intent of the fund. Cash Gifts to the BMCF Endowment are irrevocable.

Additional information about the Foundation's investments is available on our website.

Alternative

Real Assets

1.7%

14.6%

0.5%

Board of Trustees

Annual Report 2012

Dan Reid, President, is general manager for the building contracting firm of Opp & Seibold. He is a tireless community volunteer, having served as Rotary President and on the Walla Walla Public Schools Facilities Planning Committee.

Keith Olson came to Walla Walla with his wife, Rhonda, in the late 1970s to open the Anderson-Perry office, where he worked until his retirement. Active in the community, Keith is a “friend” for Friends of Children of Walla Walla and a member of the Exchange Club. Rhonda and Keith enjoy hiking and Craig Sievertsen, Vice-President, is a Vice the outdoors and delight in their grandchildren.He also President with Banner Bank and is recognized serves on the Investment Committee. as one of “Banner’s best.” A graduate of Walla Walla High School and Washington State Dr. Norm Passmore is a dentist in Dayton University, he returned to Walla Walla with and has lived in the Blue Mountain area from his wife, Julie, to raise his family of four childhood. Active in may community service children. Active in many civic and community activities, capacities, especially in the development of he is a member of the Sunrise Rotary Club. Sievertsen Dayton, he also serves on the Board of the lends his service to the Audit and Budget Committees. Touchet Valley Arts Council that runs the 2% Liberty Theater. He recently served as Board Leslie Brown, Secretary, is a native of Milton- Chair for Community Council. Freewater, Oregon. She stays busy with her family’s apple, cider and wine enterprises. Laure Quaresma is an Assistant Her work experience also includes Higher Superintendent for the Walla Walla Public Education Administration. She serves as Schools. She has been an educator for Chair of the Governance Committee and is more than 29 years and served as Principal 6.5 % a member of the Scholarship Committee. at Sharpstein Elementary and Assistant 5 .6% 5 .1 % Principal at Garrison Middle School. Laure 4 .3 % Shannon Bergevin, Treasurer, is a graduate of has been active as a coach and is a Board member for Walla Walla High School. She and her husband, Friends of Children of Walla Walla. She serves on the 2.4 % Robert, returned to Walla Walla to raise their Foundation’s Audit Committee. family. She is the owner of Express Employment 0.7% Professionals and serves on the Boards of the Larry Siegel is a local attorney, volunteers as United Way and the Chamber of Commerce. a Board member of Helpline and also serves S ince as legal advisor to Blue Mountain Humane r 5 Yr 7 Yr Ince ption Mark Thompson, Past President, is a human Society and the Christian Aid Center. resource and risk consultant. (8/03management ) Many of his clients are in the field of Anne Walsh is Senior Enviromentmal and education. Mark and Mary Lynn have three Communications Manager for Puget Sound children, the youngest attending WSU. He Energy in Dayton. A past president of the has served on the BMCF Board for nine years Walla Walla Valley Chamber of Commerce, and is also on the Board of the Christian Aid Center. n our website. Walsh is very active in community affairs, Tony Billingsley, an emergency room physician at Providence St. Mary Medical Center, was born and raised in Walla Walla. The father of three also serves on the Board of Walla Walla Community Hospice. Tony also lends his service to the Governance Committee.

including the Washington Agriculture and Forestry Education Foundation. She enjoys raising her two sons, with husband Jim, in Waitsburg.

Richard M. Wylie is retired from the Wylie Monument Company, but remains active in the community with an interest in local history. Sherilee Coffey, raised in British Columbia, is Wylie is Chair of the Scholarship Committee a graduate Walla Walla University. She works and also serves on the Audit Committee. at Coffey Communications, has one son Anne-Marie Zell Schwerin is the Executive and is married to Alan. Sherilee also serves Director of the YWCA of Walla Walla. on the Board of HomeTeam, is a Trustee of She is credentialed as a CPA and is active Children’s Home Society of Washington and throughout the community, serving as is a member of The Exchange Club of Walla Walla. She Chair of the Walla Walla Homeless Alliance also serves on the Scholarship Committee. and on the Board of Walla Walla Catholic

Carol Varga Morgan is a registered nurse Schools. She acts as Chair of the Foundation’s Audit and and has become expert in organizing Investment Committees. golf tournaments with several Pac-10 championships under her belt. Morgan is active with the American Association of University Women and Carnegie Picture Lab Program. She also lends her service to the Foundation’s Budget and Scholarship Committees.

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