View full Annual Report - Community Foundation for the Fox Valley

April 20, 2018 | Author: Anonymous | Category: History
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Enriching Lives: The Circle o The 2007-08 fiscal year brought new approaches in the Community Foundation’s efforts to accomplish its mission, as well as a new way to express what we do. Our core commitment to “Helping Donors Share” has not changed, but we have refined our mission statement to communicate more succinctly the reason we exist.

We strengthen our community for current and future generations by helping people make a difference in the lives of others.

We fulfill this mission in four primary ways, which offer a good format for evaluating highlights from the past year.

We accept and professionally manage financial gifts for the long-term in flexible, easy and efficient ways.

What is the Circle of Giving?

Anyone involved in charitable giving quickly discovers it isn’t one-way. There is a circle of giving. Giving enriches the lives of the recipients, but also enriches the givers. They gain a sense of involvement and the satisfaction that comes with making a difference in the lives of others. The Community Foundation’s role is to connect donors with nonprofits who are doing good work in areas the donors care about. Our 2008 Annual Report explores how the Community Foundation joins with donors, nonprofits and the community in Enriching Lives: The Circle of Giving.

Despite challenging economic times, contributions to the Foundation remained strong. The Foundation’s Board and Investment Committee continued an important review of our investment approach, always seeking the best return through prudent management of gifts donated to the Community Foundation. We retained Colonial Consulting, a New York investment advisor with a strong background in working with community foundations, to assist us through this process and advise us going forward.

We partner with people to help them engage in giving that fulfills their charitable dreams.

We continue to learn more about our donors’ passions and dreams so we can connect them with needs and causes they care about. Making these “connections” led to nearly $1 million in proactive grants last year.

When the family ownership of U.S. Oil Co. Inc. sought to have a more significant impact on the root causes of poverty in our community, the Foundation helped them develop a new giving strategy. The Basic Needs Giving Partnership brought together the U. S. Oil Open Fund for Basic Needs within the Community Foundation and the J.J. Keller Foundation, and awarded $880,000 in grants in May.

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of Giving

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With the creation of the Himebaugh Legacy Circle, 128 people informed us they have planned now for a future gift through the Foundation to help them fulfill their long-term charitable goals. See page 50 for a list of these charter members and details on how you can follow their lead.

We award grants that achieve results and sustain a vibrant community for all, forever.

Charitable funds within the Foundation awarded $15 million in grants, more than in any year in our history. We put a new emphasis on capacity building – grants designed to enhance the long-term stability and sustainability of nonprofits – from funds supported by “unrestricted” gifts left to the discretion of our grants committees and Board of Directors.

We use our knowledge of community needs to lead and convene people around issues and opportunities.

The Foundation served as an impartial convener for nonprofit, governmental and faith groups who helped residents displaced when the April Aire Mobile Home Park in Grand Chute was closed. The Foundation received donations totaling more than $24,000 to help 26 households with relocation or other costs.

The Foundation joined several nonprofits in a unified effort to fill in the gap for people unable to afford prescription drugs until they qualify for programs funded by the government and drug companies. With wide-ranging community support through a special Post-Crescent Do It! campaign, the Prescription Drug Fund generated grants totaling $57,255.

During the last fiscal year, we celebrated an exciting milestone: $100 million in grants awarded during our 22-year history. The people of the Fox Valley region made this possible by choosing to make a difference in the lives of others through the Community Foundation. These donors will tell you giving is circular. It helps others, but it comes back to all of us as a stronger community, today and for future generations. Curt S. Detjen President/CEO

Richard A. Bergstrom Board Chairman

Contents

Stories of Giving . . . . . . . . . . .

2

Charitable Funds . . . . . . . . . .

16

Supporting Organizations . . .

28

Geographic Affiliates . . . . . . .

Grants . . . . . . . . . . . . . . . . . . . .

Donors . . . . . . . . . . . . . . . . . . . .

Himebaugh Legacy Circle . . . .

28

30

37

50

Board of Directors . . . . . . . . .

51

Financial Statements . . . . . . . .

53

Volunteers/Staff . . . . . . . . . . .

52

2008 at a Glance

Grants distributed

$15 million

Contributions received

$27 million

Total assets under administration

$197 million

New charitable funds

143

Funds under administration

981

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Chanon Gallow and Sandra Sandee

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“Giving enriches my life by giving me the satisfaction of helping people who need help.” – John Cumicek

Member of the SAC Developmental Disabilities Fund Grants Committee. A $5,000 grant to BEAMING Inc. supported equine therapy to improve the lives of seven people with handicaps.

Chanon can sit tall in the saddle thanks to support for BEAMING

being nervous before her first ride because of the “Walk on, Micki,” Chanon Gallow commands balance problems caused by her disease. her mount. She is sitting where she most likes to be “My question was, how the heck am I going in the world – atop a 14-year-old mare. It took six to stay on this moving thing?” people to get her on the horse. It takes a lot of She stays on with the help of three of the 90 volunteer and financial support for BEAMING Inc. volunteers that give their time to BEAMING. The (Building Equine Assisted Mobility Into New four-year-old equine therapy program is the Growth) in Neenah to make it possible. passion of Sandra Sandee, “This is the only thing that program director, co-founder and actually keeps me going. This is an occupational therapist for more like my goal, my purpose,” says than 25 years. Chanon, 26. Cerebral palsy distorts Grants totaling nearly $29,000 her voice, contracts her limbs and from four funds within the requires that she spend most of her Community Foundation have days sitting in a wheelchair. Except helped BEAMING enhance the for an hour each Monday. lives of clients age 4 to adult, with “For a wheelchair-bound conditions including muscular person, being on a horse is very dystrophy, multiple sclerosis, freeing, very liberating,” she says. autism, Down syndrome and “You actually feel ‘normal.’ You traumatic brain injury. Its only forget about your problems.” paid staff is a barn manager, Her problems include being though a capacity building grant declined for other forms of therapy will pay for a part-time and assistance, says her mother, “For a wheelchair-bound person, administrator. Volunteers not only Beth. She has seen a dramatic being on a horse is very freeing, support the riders, but twice a day change in her daughter since she very liberating.” feed and care for the horses. started going to BEAMING this Chanon Gallow It’s more than physical spring. therapy for Chanon. “She was in such a funk,” “In a way, it is hard for me to imagine Beth said. “She’s just more outgoing. Her selfsomebody walking,” said Chanon, who was confidence is back.” Chanon has resumed visits to a nursing home near the duplex where she lives on diagnosed with CP at age 5. “When I’m on a horse, her own, with the assistance of nurse aides. that kind of gives me an idea of what it would be While naturally adventurous, Chanon admits like for someone to walk.” 3

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Destiny and Melina Kaminski

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"Giving enriches our lives by allowing us to share our good fortune in a way that enhances the quality of life in our community, encourages sound ecological practice and furthers the good work of area agencies and providers."

– Bill and Barb Kelly

Environmental Stewardship Fund founding donors

EPassport to NatureF gives families an incentive to get outdoors

Jenny and husband Mark decided to homeToo many children spend too much time in school the girls, and earning the stickers for their front of TV, video and computer screens. To help Passport to Nature fit well with their lessons. them move outside, a group of nature centers, “Destiny is really into nature,” Jenny says, “so libraries and parks departments gave them a when we finished (the lessons) I felt were “Passport to Nature.” necessary, we’d come out here to Heckrodt.” A $3,000 grant from the Environmental Heckrodt Executive Director Tracey Koenig Stewardship Fund within the Community says the passport drew a lot of Foundation provided stickers and first-time visitors to the Menasha pins young naturalists could earn nature center, and a lot of praise. over the summer as an incentive “Many people weren’t aware of for visiting outdoor sites in the Fox the wealth of environmental Cites. It seems to have worked. opportunities here,” Koenig says. “It got us places we wouldn’t The grant is part of more than have gone otherwise,” says Jenny $33,000 the Environmental Kaminski, who took daughters Stewardship Fund has awarded to Destiny, age 6, and Melina, age 4, nonprofits for environmental to five of the locations, earning projects in its first 18 months of them their pins. “I think it gets “We’re looking for nature.” grantmaking. The fund was them interested in being outside. It established in 2006-07, when 54 gets them focused and looking for Melina Kaminski founding donors contributed at things.” least $1,000 each to meet a The destinations included the Community Foundation match. It continues to CE Trail between Appleton and Kaukauna, High accept gifts of any size. Cliff State Park near Sherwood, the Gardens of the Debbie Nowak, who initiated the Passport to Fox Cities and Lutz Park in Appleton, the Nature program as a naturalist at High Cliff State Friendship Trestle Trail and Heckrodt Wetland Park, says participating locations reported at least Reserve in Menasha, Neenah’s Memorial Park, 632 visits generated by the program, based on Thousand Islands Nature Center in Kaukauna and stickers given out. Bubolz Nature Preserve in Grand Chute. There’s no stopping Destiny and Melina’s “I liked the rose garden,” Destiny says about the Gardens of the Fox Cities. “I love roses. That’s travels through nature now. Walking slowly down my favorite flower.” the paths at Heckrodt, Melina makes it clear they “I liked the picnic,” Melina says, recalling the aren’t just dawdling. “We’re looking for nature,” visit to Memorial Park in Neenah. she explains. 5

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Tony Kranner and Tom Prosser

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“Charitable giving enriches our lives by building a stronger, safer, more stable community. If we can share this life-saving device with more people, we hope more can be saved in time of crisis.”

– Tim Galloway

CEO of the Galloway Company, which made a $1,200 gift to the Gold Cross Ambulance Heart Start Fund toward purchase of an AED. (Pictured: Galloway employee Tom Schmidt)

Tom Prosser works to assure more lives are saved by defibrillators, as his was

$1,200-$1,500 buys an AED. He works with groups Goosebumps rise on Tony Kranner’s arms as raising money to buy them and talks about it to he talks about performing CPR to save his friend’s anyone who’s interested. life, even two years after the fact. “With CPR alone, the survival “It was a little bit of a rate is about 5%,” Tom says. “If miracle,” Tony says. you add an AED in there in the During a doubles racquetball first five minutes, your survival game at the Neenah-Menasha rate runs up toward 50%. So, YMCA on March 6, 2006, Tom dramatic improvement not just in Prosser, retired chairman of survival, but in function. You don’t Menasha Corp., slumped to the have brain damage.” floor of the court. He had suffered The fund has received more a heart attack. Thanks to a than $55,000 in contributions since combination of Tony, a retired 2006, with Tom adding to a golf dentist, calling up his CPR training outing and other fund-raising from 12 years earlier and the quick efforts by Gold Cross Ambulance. availability of an automatic The fund has purchased 20 AEDs external defibrillator (AED) at the “The AEDs became a very personal for locations in the Appleton area, YMCA, Tom is alive and healthy. thing – saved my life.” for such places as USA Youth Did the presence of an AED Tom Prosser Sports Complex and the Erb and save his life? Mead park pools. “No doubt about it,” Tom says. Gold Cross currently is arranging for AED The experience turned Tom into a dedicated placements in Neenah and Menasha, where Tom’s fund-raiser for getting more AEDs into public efforts are focused. locations. The money he and other AED advocates “Our goal is to make them as common as fire raise goes into the previously established Gold extinguishers,” Steve Radich, administrative Cross Ambulance Heart Start Fund within the director at Gold Cross, says. Community Foundation. The fund dispenses While AEDs saved Tom’s life, working for a grants to buy AEDs for nonprofit and government charitable cause has enriched it. organizations. “There’s a tremendous satisfaction if you’re, “The AEDs became a very personal thing – saved my life,” Tom says, “so it went right to the as I call it, financially fortunate to give back to top of my list of interests.” organizations that need help,” Tom says. “I’ve He sent a letter to friends and acquaintances always felt that I’ve gained much more from my asking them to donate for the cause. A gift of involvement than I’ve ever given.” 7

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Bryan Svenby

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"Giving enriches our lives as members of the Charity Circle by the inspiration we get from the life experiences the scholarship applicants share with us. We feel privileged to help students like Bryan realize their goals." – Chris Richter

Member of the Charity Circle of the King's Daughters and Sons Scholarship Committee

Scholarships helped Bryan overcome his parentsF troubles to Epave his own pathF

parents much about what he’s achieved. If ever there were any doubt that an education “I’m sure they’re proud, but they don’t ever enables people to lift themselves out of a bad tell me,” he says. His aunt and uncle filled in there situation, Bryan Svendby makes it clear. He came as well. to Appleton at age 12 to live with an aunt and “They’ve, obviously, done so much for me,” uncle after both of his parents were sent to prison Bryan says. “They’re keeping me for drug-related offenses. The in college by giving me words of Appleton East High School encouragement and saying I’m alumnus plans to graduate from doing great. Basically they’re the University of Minnesota next stepping in as my parents even spring with a degree in forensic though they don’t have to and it psychology. He hopes to go on to means a lot. ” graduate school and then work in If he were to go back before law enforcement as a profiler. the scholarship selection Being selected in 2005 for “I wanted to better myself and I committees today, Bryan’s four-year scholarships from the wanted to kind of pave my own appreciation would be clear. George H. Kesting Foundation Fund path.” and the Charity Circle of the King’s “I’d have to thank them a ton Bryan Svendby, Daughters and Sons Scholarship Fund for what they’ve done,” he says. scholarship recipient within the Community Foundation “For them to see that I could made college possible. potentially be a great investment “These scholarships definitely gave me a for their scholarship money, is obviously a great chance and provide me a lot more incentive and a honor. I’ve definitely done the best that I could.” lot more ability to actually go to college and pay Donors’ charitable funds within the for books and get housing,” Bryan says. Community Foundation distributed $3.3 million in After seeing what happened to his parents, scholarships and other support for educational Bryan knew college was vital. causes last year. “With both my parents in prison, it was really Scholarship funds may be designed to help just on me,” Bryan says. “There really was no other students who are from particular high schools or option for me, in my mind. I wanted to better regions, bound for certain colleges or universities, myself and I wanted to kind of pave my own path. It wasn’t even: Am I going to go to college or not? or an area of study special to the donor. It was: Where do I want to go to college?” His two scholarships may have started Bryan He had to do it without the encouragement on a long path headed upward. most teens receive. Bryan doesn’t speak with his “There’s no end in sight yet,” Bryan says. 9

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Rae King and Sarah Bryner

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“Giving enriches my life by me knowing that the world is a better place because of where I live and the generosity of the people who live here.”

– Maggie Quigley

Member of the Giving Partnership for Basic Needs Advisory Committee. A $7,500 grant from the fund supported the Shopping and Errand Program of the American Red Cross-Outagamie Chapter.

Red Cross Shopping and Errand Program delivers independence to its clients

r

checking the label of each item she’s selected to In her working life, Rae King traveled 60,000 make sure it doesn’t contain too many carbs. miles a year as a consultant in volunteer “If I ordered a box of Oreo cookies, I wouldn’t administration and turned some heads as a ballroom get them,” Rae says. “I really appreciate that.” dancer. At age 86, mobility issues limit her travel “I let her know if she shouldn’t be eating mostly to the three rooms of her Appleton apartment. something,” Sarah replies, noting an angel food Since she moved here from Florida four years ago, cake on the list. She says the visits Rae has never been to a grocery are about social contact as well as store. Sarah Bryner, a volunteer with the shopping. The cake turned out the Shopping and Errand Program to be Sarah’s birthday treat. of the American Red Cross Rae – who traveled Europe Outagamie County Chapter, does twice and protested the defeat of her grocery shopping for her. the Equal Rights Amendment – “The shopping and errand has strong opinions about her service is a godsend for me,” Rae independence and not burdening says. “It made it possible for me to her family, though her son, Ron, a stay here. It keeps me independent.” retired Appleton East High School The program survives on teacher and coach, also shops for community support, such as a “The Shopping and Errand Program her regularly. $7,500 grant from the Basic Needs is a godsend for me. … It keeps me Rae pays $4 per trip for the Giving Partnership, which includes independent.” Red Cross service. That doesn’t the U.S. Oil Open Fund for Basic Rae King cover the cost to administer the Needs within the Community program, which also handles trips to the bank or Foundation and the J.J. Keller Foundation. That’s pharmacy. Executive Director Tony Gonzalez says part of more than $40,000 in grants the Red Cross the Shopping and Errand Program has faced chapter received from Community Foundation elimination because financial support is difficult to funds in fiscal 2007-08. find and it’s not one of the core services for the Sarah comes by once every two weeks to go Red Cross. In fact, this is the only chapter in the over Rae’s grocery list and her stack of coupons. state offering the program. Gonzalez says it serves When Sarah returns with the groceries, she also people who don’t qualify for a county-financed helps put them away and loosens the caps on bottles that would be difficult for Rae. program, but still can’t afford rates as high as $18 “She’s so friendly and so nice, I figure we’re an hour for private shopping services. friends,” Rae says. Sarah is also the enforcer for Sitting in her own apartment, its value is clear Rae’s diet restrictions related to her diabetes, to Rae. 11

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William Garvin photos

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“Giving enriches our family members’ lives by allowing us to become involved in a legacy of giving back to the community.” – Pam Gruner

An advisor to the John Scott Boren Memorial Fund for the Performing Arts, which is named for her late brother. The fund contributed $1,500 to a British touring company’s performance of The Tempest for Shakespeare on the Fox. (Pictured: John Scott Bruner)

ShakespeareFs visit to the Fox Valley creates quite a Tempest for audiences

Green and a Fox Valley Symphony performance of Last summer the Fox Valley experienced Sibelius’ “The Tempest” at the Fox Cities stories of family upheaval, political treachery, Performing Arts Center. sexism and race discrimination – all of it recorded “We were all completely bowled over by the in the 17th century by the bard. A program entitled performance,” one audience member at “The Shakespeare on the Fox reached across the Valley to Tempest” said on an opinion survey. “It was “make Shakespeare a member of our community” MAGICAL. The powwow grounds worked out through performances, lectures, workshops and perfectly. The performance was school programs about his work. simply off the scale in theatrical Shakespeare on the Fox was value.” possible thanks to gifts from many When one of the actors from arts supporters, like $1,500 from the British troupe appeared in the John Scott Boren. Scott, as he was Kimberly schools, Gifted and known, died of a heart attack in Talented Coordinator Ulrike 1994 at age 45, but his love for the Balistreri raved, “This was the best arts lives on through his family performance I have ever seen.” members, who recommend grants Other partners in Shakespeare to be made from the John Scott on the Fox included the University Boren Memorial Fund for Performing “We continue to be blessed by of Wisconsin Oshkosh, the Grand Arts within the Community designating funds for local arts Opera House, Lawrence Foundation. organizations in (Scott’s) memory.” University, the Fond du Lac Arts “My brother, Scott, loved and Pam Gruner Council at Windhover Center for thoroughly enjoyed the wide the Arts and the Oneida Nation spectrum of arts and we continue Arts Program. to be blessed by designating funds for local arts The support for the performances was part of organizations in his memory,” says Pam Gruner, $2.5 million in grants awarded from Foundation his sister and one of the fund advisors. funds for arts and culture programs last year. The AandBC Theatre Company of London No praise could be higher than this, from presented 11 performances of “The Tempest” for Emily Savides, a student at Appleton’s Renaissance Shakespeare on the Fox, at locations throughout the School for the Arts. Fox Valley – including on a farm in Berlin (pictured), the Oneida powwow grounds and the “I was never bored watching this play,” she banks of the Fox River in Oshkosh. The project also said. “All of the action was intense and kept me on featured a performance of “The Merchant of the edge of my seat. Overall, an amazing Venice” by American Players Theatre of Spring experience.” 13

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Charlie Hanner

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“Giving enriches my life by giving me a feeling of satisfaction for helping someone in need.” – Bernie Peterson,

Donor to the Community Emergency Prescription Drug Fund

Prescription Drug Fund helps Charlie in his ongoing fight to keep walking

shake everybody’s hand who gave to this fund.” Charlie Hanner is a fighter. He made his The fund was established in May 2007 by living as a martial arts instructor, but the bigger Dr. John and Sally Mielke and supported by other fight was being able to participate in the sport at donors when the shelter, LEAVEN, the Salvation all after overcoming childhood polio. Charlie Army and other local nonprofits started seeing thought he had won that battle when he kicked off increased demand for vouchers for prescription his leg braces as he entered his teens. Round 2 drugs. In a meeting facilitated by the Community started in 2007 when, at age 54, he first Foundation, the nonprofits agreed experienced post-polio syndrome. to consolidate the voucher The resurgence of the program, with the health center degenerative muscular disease dispensing all of the medications. affected his right leg, making even The coordinated effort uses the walking painful. He is unable to fund to fill the gap while patients work, unable to pay for the wait for access to government medications he needs. assistance, free medications “I finally experienced what sponsored by drug manufacturers it’s like to be unhealthy and not be or discounted prices being offered able to afford to get better,” by large retailers. It also improves Charlie says. “I’d be willing to shake everybody’s accountability and monitoring of Living at the Emergency hand who gave to this fund.” potential drug interactions. Shelter of the Fox Valley, he was – Charlie Hanner A special Do It! campaign by referred to the Fox Cities The Post-Crescent in July raised Community Health Center for $50,000 from more than 300 contributors, to add to treatment. There he was able to get affordable the $150,000 donated previously. The fund has medications through a program supported by the helped more than 1,300 people as a temporary Community Emergency Prescription Drug Fund stopgap in paying for prescription drugs. within the Community Foundation. In addition to the medications, Charlie Having lived in larger cities in California and receives physical therapy at the health center for on the East Coast with less of a support network, his leg and a bulging disk causing back pain. He Charlie marvels at the help the drug fund wears a brace on his right ankle and walks with provides. “It’s helped me receive the medications I truly crutches. He’s trying to keep a positive outlook. need so I can have a decent quality of life. It helps “I lost that because I was facing, ‘How am I me keep walking,” he said. “It’s truly appreciated going to pay for this?’ With the medications, I’ve more than anyone would know. I’d be willing to got my positive attitude back.” 15

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Charitable Funds

How can I become part of the circle of giving through the Community Foundation?

Giving through the Community Foundation doesn’t require great wealth, and it’s not complicated. During the past year, donors chose to give $15 million through the Foundation to support charitable causes, locally and beyond, that have special meaning to them. C u r r e n t Gi f t

F u t u r e G if t

N

G.

4-H Youth Fund-Outagamie County: Supports youth activities and scholarships for 4-H youth in the county.

ES: THE CIRCLE V I OF L G GI N I VI CH

Gifts of any amount can be made to any existing fund, perhaps in memory of a loved one, in honor of a special occasion, or in lieu of birthday or holiday gifts. Nearly 100 individuals, businesses and nonprofit organizations created new charitable funds during the past year. Starting a fund is easy. We will work with you and, if appropriate, your advisors to determine the fund’s purpose and to identify opportunities for tax savings through gifts of cash, stock, real estate or other assets.

The Community Foundation fulfills its mission by connecting people to the causes that matter most to them. By establishing endowment or temporary charitable funds, people give through the Foundation to fulfill their charitable dreams in easy, meaningful and efficient ways. As of June 30, 2008, the Community Foundation administered a total of 981 charitable funds, with a combined asset value of $197 million. These funds, listed starting on this page, have been established by individuals, families and organizations with a desire to give back to make a difference in the lives of others.

David and Audrey Aardappel Fund for FISC's Future*: Will permanently support Financial Information and Services Center.

Abby Fund: Established anonymously to benefit Fox Cities human service organizations for specific unmet needs.

Dr. James Curry Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Abraham Family Fund: Charitable interests of Ken and Ruth Abraham family.

ACES/Knights of Columbus Fund: Established by Appleton Knights of Columbus to benefit Appleton Catholic Educational System.

Herbert and Elva Dorn Scholarship Fund*: Tuition assistance for students attending Xavier High School.

ACES Xavier Foundation Fund*: Supports Appleton Xavier Educational System. Related funds include:

Rocky Bleier Scholarship Fund*: Tuition assistance for students attending any school within the ACES Xavier System.

EN R I

John & Evelyn Blick Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School. Fritz and Peg Brei Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

We are honored by our continuing role in carrying out the charitable vision of so many thoughtful donors. If you would like to explore whether the Community Foundation might be of assistance to you, please contact Kim Petersen, Director of Development and Gift Planning, at 920-830-1290 ext. 19 or [email protected] to speak in confidence about your charitable goals.

Torchy Clark Fund*: Benefits Xavier High School.

Ken & Marie Day/Hilda Kitzinger Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

ACES Fund: Permanently supports Appleton Catholic Educational System.

For many of us, our most significant charitable gifts may not take effect until after our lifetime. Anyone who chooses to support favorite charitable causes through an estate gift, insurance policy or retirement account is welcome to join the Himebaugh Legacy Circle. Please see the back cover for more details.

Lori Dolata-Bultman Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Margaret J. Brill Memorial Scholarship Fund*: Tuition assistance for students attending pre-K through grade 8 schools within the ACES Xavier Educational System. Edward & Margaret Brill Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Margaret de Jonge Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Dr. Charles F. Dungar Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School. Joseph & Marguerite Frahm Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School. Lawrence & Arlene Gage Scholarship Fund*: Tuition assistance for students attending Xavier High School. Ivo and Mary Geurts Scholarship Fund*: Tuition assistance for students attending Xavier High School. Chris & Evelyn Hartwig Scholarship Fund*: Tuition assistance for students attending Xavier High School. Bob and Sue Hayes Family Scholarship Fund*: Tuition assistance for students attending Xavier High School. Jude Hoffmann Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

* new fund (July 1, 2007-June 30, 2008)

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ACES Xavier Funds (cont.)

David L. Hussey Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School. Father Orville Janssen Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

John, Mary, Alice & Elsa Breitenbach Scholarship Fund*: Tuition assistance for students attending Xavier High School. Joe & Jane Kaufman Scholarship Fund*: Tuition assistance for students attending Xavier High School. Anne M. Konz Scholarship Fund*: Tuition assistance for students attending any school within the ACES Xavier Educational System.

Anna M. Leitermann Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School. Dr. Leo Mack Jr. Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Ralph & Ethel Moehring Scholarship Fund*: Tuition assistance for students attending Xavier High School. Edward & Loretta Pfefferle Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Rudolph Family Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Peg and Bernard Rutten Scholarship Fund*: Tuition assistance for students attending Xavier High School.

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SJMS Building Maintenance Fund*: Supports maintenance at St. Joseph Middle School.

Xavier High School Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Van Schyndel Family Fund*: Tuition assistance for students attending any school within the ACES Xavier Educational System.

Xavier Unrestricted Fund*: Supports Xavier High School.

Steven P. Van Hoof Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Xavier High School Teachers Fund*: Supports the faculty of Xavier High School.

Fr. John Zickert Memorial Scholarship Fund*: Tuition assistance for students attending any school within the ACES Xavier Educational System.

Opal & Elmer Vandenboogaard Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Gus & Helen Zuehlke Family Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Jeffrey VanLieshout Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Acts 20:35 Family Fund: Personal charitable interests.

Voissem Family Scholarship Fund*: Tuition assistance for students attending pre-K through grade 8 schools within the ACES Xavier Educational System.

ADVOCAP Self Sufficiency Fund: Permanently supports ADVOCAP programs.

Advocates for Western Sahara Refugees Fund: Supports outreach/humanitarian program to aid the Saharawi refugees of the Western Sahara.

Marv & Jayne Voissem Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Aeries Endowment Fund+

Eunice Vosters Family Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Agape Charitable Fund: Personal charitable interests.

Alcoholism & Drug Abuse Fund: Supports programs and projects that address the prevention and/or treatment of alcohol and drug abuse in the Fox Valley and surrounding area.

Paul & Judy Werner Scholarship Fund*: Tuition assistance for students attending Xavier High School. Bradley Williams Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

Alzheimer's Association Fund: Supports the Alzheimer's Disease and Related Disorders AssociationNE Wisconsin Chapter.

Mary Williamson Memorial Scholarship Fund*: Tuition assistance for students attending Xavier High School.

American Air Museum in Britain Fund: Will permanently support organization.

Assets by Type of Fund

American Players Theatre Defibrillator (AED) Fund+

American Red Cross Outagamie County Chapter Endowment Fund: Permanently supports organization.

American Red Cross, Outagamie County Chapter, Help Can't Wait Fund: Supports organization's relief and emergency services.

Appleton Alliance Athletic Field & Community Playground Fund: Established for construction and general support of two soccer fields, a baseball diamond and Discovery Land Playground area to be used by Appleton Alliance Church’s sports outreach and nearby communities. Appleton American Legion Baseball Fund: Supports the renovation of Don Hawkins Field in Appleton. Appleton Art Center Building Fund+ Appleton Art Center Fund: Permanently supports the organization.

Appleton Boychoir, Inc. Fund: Permanently supports organization.

Appleton Breakfast Rotary Club Endowment Fund: Supports arts, cultural and other activities in the Fox Cities. Appleton Cardiology Associates Community Fund: Supports projects and programs that promote community health in communities served by ACA.

Appleton Downtown Incorporated Fund: Supports programs and services designated for environmental enhancement of downtown Appleton. Appleton East High School Graduation Party Endowment Fund: Supports the school's drugand alcohol-free post graduation event.

Designated: 39% Donors designate one or more specific nonprofit organizations to receive ongoing support. Donor Advised: 23% Donors recommend grants for nonprofit projects or organizations. Supporting Organizations: 16% Separate boards of directors approve grants to nonprofit organizations. Unrestricted: 8% Foundation committees recommend grants to address changing community needs. Geographic Affiliates: 6% Separate boards of directors approve grants to organizations within specific geographic areas. Field of Interest: 5% Donors support a cause, rather than specific nonprofit organizations (e.g. needy children or the arts). Scholarships: 3% Donors provide post-secondary scholarships to high school graduates. Future Funds:
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