2011 annual report - community · capital campaign & non-endowed funds capac adolescents...
TRANSCRIPT
2011 Annual Report
2012 Chairperson Dr. Gary Richards & President/CEO Janet Bauer
The Four County Community Foundation was created twenty-five years ago from the $2.5 million sale of the Community Hospital. Back in 1987, Ronald Reagan was President, James Blanchard was Governor, the Cosby Show was the most popular TV show, gasoline was 95¢ a gallon, and Michigan State University beat the University of Southern California in the Rose Bowl. Well, a lot of things have changed over the last twenty-five years, but not the mission of the original founding body of trustees. We are still committed to serving the current and emerging needs of our local community, and continuing the tradition of philanthropy begun generations ago.
Over the past quarter century, the Four County Community Foundation has achieved many milestones including, but not limited to, the following:
• Exceeding $10 million in assets;• Awarding over $6.3 million in grants;• Establishing a Youth Advisory Committee (YAC);• Securing compliance with the National Standards for Community Foundations;• Assisting in the development of marketing tools and activities, which are utilized across
the country; and • Locating our headquarters in a house that is registered on the National and Michigan
Register of Historic Places.We are proud of the individualized services we provide our donors. We have a total of 105 funds—each a reflection of the individuals, organizations, and companies that created the fund. Hilda Hill and sisters Dora and Toos Ondersma left the Four County Community Foundation with its largest two donations to date. They donated in excess of $1 million each for the purpose of bringing together human and financial resources from the corners of Lapeer, Macomb, Oakland, and St. Clair Counties. They shared in our vision of “Giving where you live”.
Thousands of grants and college scholarships have been awarded since 1987, in the areas of education, health, community, youth and adult programs. This year’s report features a sample of recent grant stories about our Education Initiative, Double Up Food Bucks, Field Trips through a No Child Left Indoors pro-active grant, and Skyline Camp and Retreat Center’s Challenge Course.
The Four County Community Foundation continues, as was the mission of the original founding trustees, to help donors do good work… forever. We are here to help our donors make a positive impact in their community.
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Letter from Chairperson & President & CEO… .............. 2
Mission Statement, Legacy Society Members & Advisors Circle............................................................. 3
Board Members, Emeritus Members, Youth Advisory Committee & Staff ................................ 4
Financial Report .............................................................. 5
FCCF Funds ..................................................................... 6
New Fund: Sally McGeorge Memorial Scholarship ........ 7
Grant Highlights: No Child Left Indoors & Education Initiative .................................................... 8
Grant Highlights: Double Up Food Bucks ...................... 9
Youth Advisory Committee .......................................... 10
25 Years in Pictures ....................................................... 11
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Mission Statement
Four County Community Foundation is committed to serving the current and emerging needs of our local community, continuing the tradition of philanthropy begun generations ago. The Foundation is dedicated to bringing together human and financial resources to support progressive ideas in education, health, community, youth and adult programs. The Foundation provides a secure, flexible vehicle for individuals, families, foundations and organizations to positively impact the quality of life in our community. The Foundation recognizes that in order to meet its commitments to the community it serves it must seek growth through its permanent endowment funds from a wide range of donors.
Legacy Society Members
Janet BauerJohn & Connie BrzozowskiMarion & Robert Fischer
Paul & Elsie HinzmannElla Mae & Gertrude MurdieCatherine & Dorothy Ondersma
Dr. James & Ann SillersBernard Stremler, M.D.
We gratefully recognize those who ensure a legacy to the Foundation by planning their future gifts. These people are an encouragement to others to remember Four County Community Foundation in their charitable plans.
Advisor’s Circle
We want to recognize the professional advisors who have worked with their clients to establish major gifts for the Foundation. Their work is indispensible. The number following their name indicates the number of gifts they have brought to Four County Community Foundation.
Thank you to—Shane DiehlSebastian V. GrassiCynthia Lane
Ed Lynch, 3Henry Malburg, 2Sean O’BryanBarb Quain
Ronald W. Rickard, 3
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ChairpersonDr. Gary Richards
Vice ChairDr. Jennifer Parker-
Moore
TreasurerSean O’Bryan
SecretaryJohn Brzozowski
2012 TrusteesAndrew HunterRandy JorgensenDenis McCarthyDina MiramontiDr. Hank NicholsSean O’BryanNancy ParmenterBarb QuainDr. Laura SchapmanGreg TarrAl Verlinde Joe Worden
Youth Advisory CommitteeOfficers:President- Olivia PapineauVice President- Jake SlimanTreasurer- Chase OrzelSecretary- Kayla Worley
Members:Wyatt Bannister Bailey EngstromMadison EngstromCourtnie Hawk Elizabeth IwanskiMegan LacaveraLogan MooreMeredith MooreSarah MouseauSamantha MalburgJake NewtonEllen PapineauEvan PaupertJordan PetersAndrea Roberts
Emeritus Board MembersDavid S. BishopJohn BishopPatricia BrozowskiJudy CzerepowiczDonald DavenportShane DiehlBill DugganKathleen Eubanks Katherine EschenburgHal HooksKim JorgensenJames Ligon, Jr. Brenda PinskeyEdmund RischJoe SalasCharles SchiedeggerJim SillersBarbara Stremler
StaffPresident & CEOJanet Bauer
Admin. Asst. & AccountantSusan Gainer
Program OfficerNick Campbell
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Statement of Activities and Changes in Net Assets
Year Ended
December 31, 2011 December 31, 2010
Revenue, Gains and Other Support
Contributions - Unrestricted $307,964 $1,008,168
Contributions - Temporarily Restricted $18,025 $83,664
Interest Income - Unrestricted $284,186 $242,706
Net realized and unrealized gains (losses) -$376,763 $911,781
Total revenue, gains and other support $233,412 $2,246,319
Expenses
Program services - Grants and contributions $383,090 $286,065
Management and general $138,000 $128,498
Fund-raising $22,362 $20,927
Development $49,569 $45,629
Total expenses $593,021 $481,119
Increase (Decrease) in Net Assets -$359,609 $1,765,200
Net Assets - Beginning of year $10,133,454 $8,368,254
Net Assets - End of year $9,773,845 $10,133,454
Statement of Financial Position
Assets
Cash and cash equivalents $88,916 $239,597
Investments $9,534,114 $9,665,170
Bequest receivable $18,025 $83,664
Property and equipment $168,034 $173,978
Total assets $9,809,089 $10,162,409
Liabilities and Net Assets
Liabilities
Grants payable $30,944 $24,856
Other liabilities $4,300 $4,099
Total Liabilities $35,244 $28,955
Net Assets - Unrestricted $9,755,820 $10,049,790
Net Assets - Temporarily restricted $18,025 $83,664
Total liabilities and net assets $9,809,089 $10,162,409
PUBLIC NOTICE: Our annual audit and IRS 990 are on file for review at the Foundation office during normal business hours. Copies of either document are available for a nominal fee. Names of investment managers, fee charges and names of Four County Community Foundation trustees responsible for investment and oversight of assets are available upon request.
Denotes new 2011 Fund
UnrestrictedFour County CommunityDora & Toos Ondersma
AdministrativeFriends OperationsOperating
Capital Campaign & Non-endowed FundsCapac Adolescents Preventing Abuse & CrimeCapac Youth Sports ProjectPresident’s AdvisedSillers Family Charitable
Designated AgencyFamily Literacy Center of Lapeer CountyRoland W. Graubner Endowment Fund for the Romeo LibraryImlay City Historical CommissionNorth Macomb Soccer Club Field DevelopmentRomeo Historical Society/Charles E. KellerSymphonia Chorale Endowment
Donor AdvisedAlmont Education & CommunityArmada Education Foundation“Stay Strong Stan”-Stanley Ian Babinski MemorialJustin C “Jut” Bullock MemorialCapac Educational EndowmentDarin Conrad EducationJoseph & Bertha Corrion CharitableVictoria E. Hill Memorial Imlay Area Christian CommunityKey Players Athletic FoundationLigon BrothersMarshall Lock MemorialSally McGeorge MemorialJames E. NeelyRhonda Nugent MemorialJames A & Marilyn K Ottevaere Karras Pelfrey MemorialRichmond Athletic Club EndowmentGail Rickard FoundationRomeo Community ActionDr. Bernard J. Stremler MemorialHarold Tietz Memorial Fund for CancerWaterloo Hunt Club Donor AdvisedWoods-N-Water News Outdoor Foundation
Field of Interest21st Century Education
Almont AreaArmada AreaCapac AreaDryden AreaImlay City AreaRomeo Area
Four County Community HomeFour County EnvironmentalHealthy Seniors/Healthy Youth
Imlay City Educational EndowmentW K Kellogg YouthLapeer Regional HospitalLloyd VeitchLoral Watson Memorial EndowmentWomen’s Fund
ScholarshipNancy B Barr ScholarshipJohn R & Iris M BartholomewAndy Beam MemorialHarry BussellCapac Athletic BoosterCapac EducationalRobert Wayne Creger Sr. MemorialCryderman-Hebblewhite AgricultureHoward & Marie Dahn ScholarshipLinda M Felton Memorial ScholarshipMarion & Robert FischerGualdoni Family EducationHilda M Hill MemorialImlay City Educational
GrettenbergerAlvin NorlinGlenn L Smith IILee Weyer AthleticRichard P Wheeler
Imlay City Schools Alumni AssociationRuth Isaacson MemorialLawrence & Rose Juip MemorialKnights of Columbus Council #7018 Roman CatholicLaurie Lee MemorialRussell W Ligon Memorial EngineeringHarry Moore ScholarshipWilliam & Betty Morrison MemorialMurdie EducationalNorth Macomb Soccer ClubRomeo Community Schools
American LegionDan BarnaboDavid BrockmanRalph DietzRomeo Kiwanis/Steven Fritz Sr.Ellis C. HaskellHaskell TrustAl MoranEldon Mueller MemorialDavid L. Olson/RotaryJulie Philaja Korb MemorialRomeo Boosters ClubSissonStarkweather/Garvin
Ruth M. Sayles Memorial ScholarshipGeorge S. Souten Performing ArtsVera S Souten Medical FieldSt. Clement Church & K of C #7018 CollegeJean Currey Stanwood MemorialBrian Verstreate MemorialFloyd W West MemorialXi Gamma Rho of Beta Sigma Phi
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Photo credit: Tri-City-Times
New Fund: Sally McGeorge Memorial
Sally McGeorge had many passions in life: family, local youth, and golf, just to name a few. Anyone who had the opportunity to get to know Sally understood how kind-spirited and well-respected she was in the community. Sally’s life was unfortunately cut short as she passed playing the game of golf that she loved so much. Sally’s husband, Doug, and son, Nile, have set to preserve their loved one’s memory by establishing a fund through Four County Community Foundation. The Sally McGeorge Fund will benefit the youth in Capac. Currently, the scholarship is given to Capac High School seniors, who have exemplified positivity and character and plan on attending an accredited college, university, or trade school.
Every year the McGeorges host a golf outing at Holly Meadows Golf Course in Capac. The monument pictured is a permanent fixture to remind those playing to take time and appreciate the serenity the game of golf provides. The location of the acknowledgment is hole 16, the same hole where Sally passed away.
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No Child Left in Doors
Recently the Four County Community Foundation gave $10,000 to both Seven Ponds Nature Center and Wolcott Mill Metropark to assist school age children’s projects. More specifically, this program will support schools in our service area and enable them with the ability to make field trips to the Seven Ponds Nature Center and Wolcott Mill Farm and Learning Center. This funding helped alleviate financial burdens that most schools are faced with in the current economic conditions. The funds subsidized admission and transportation fees. Thanks to our largest unrestricted bequest to date, from the Ondersma sisters, Dora and Toos, the Community Foundation was able to provide this unique opportunity.
Education Initiative
The Four County Community Foundation Board decided it was necessary and impactful to provide another round of Education Initiative grants. The Education Initiative was introduced in 2011 and due to great success, the board issued permission to offer the grants for another year. The Education Initiative grant cycle was an opportunity for school administrators to ask for support regarding the biggest areas for improvement in their school buildings. Principals of each of our respective schools submitted a multitude of diverse, creative, and necessary projects or improvements. The Education Initiative served as a great tool to assist in the alleviation of financial burdens that schools face. Some of the more creative grants were: • Armada High School — Greenhouse Renovations• Almont Middle School — Cedar Point Physics Day• Imlay City Elementary — Summer Robotics Camp Phase 2• Capac High School — Technology Improvements• Oxford Middle School — Middle School Transition Program • Amanda Moore Elementary (Romeo) — Writing Incentive Program
In two rounds of Education
Initiative Grants 4CCF
invested $41,899 into our
core schools districts
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Double Up Food Bucks
Healthy and nutritious foods are not often readily available to those less fortunate. The foundation has assumed the role of a funding source to the Fair Food Network’s Double Up Food Bucks Program. The Double Up Food Bucks program allows those with bridge cards and government assistance benefits the ability to use that funding at local Farmers’ Markets for double the value. For instance $1 EBT (Electronic Benefit Transfer) at your standard supermarket or grocery store is the equivalent of $2 at the Farmers’ Market. The Four County Foundation has funded the Imlay City Farmers’ Market with the ability to use EBT as Double Up Food Bucks. Not only does this program encourage buying fresh nutritious food, it also serves as an incitement for local farmers. It is our goal to foster an environment that encourages healthy food options in our rural service area. Double up Food Bucks may only be used on edible local produce up to $20 per visit.
During the first round of Education Initiatives Imlay City High School hosted a distracted driving workshop. The program put students in a controlled environment and educated on the dangers of distracted driving. The Community Foundation’s Youth Advisory Committee found that distracted driving was one of the 3 top concerns in 6 schools surveyed in the Needs Assessment.
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In 2011, the Y.A.C awarded a grant to Skyline Camp to renovate the challenge course. Skyline hosts thousands of campers over the summer season. In the spring of 2012, the Y.A.C. held their spring meeting at Skyline and had the opportunity to team build on the course.
Y.A.C. members accept the “Best Media Usage” award from The Council of Michigan Foundations and President Rob Collier.
Four County Community Foundation’s Youth Advisory Committee
The Four County Community Foundation’s Youth Advisory or Y.A.C. is comprised of young philanthropists from our six core school districts. Our Y.A.C. has been quite busy as of late. Not only have our young leaders been enthusiastically participating in quarterly grant cycles and scholarship reviews, they have been volunteering their time, talents, and treasures to better the communities they reside in. Service learning has become a tremendous way of motivating our youth. Recently, at the Council of Michigan Foundation’s Summer Leadership Camp, our Y.A.C. members assisted in producing thousands of meals and healthy snack options for underprivileged youth. Not only did our kids serve, they were also awarded with one of only four statewide awards given out at camp. This year our Y.A.C. was awarded “Best Media Usage of the Year” for the hard work they put into the needs assessment survey. We here at Four County are very proud of our young grantmakers as they continue to strive to be impactful.
25 YEARS IN PIC
TURES
Generations of philanthropy: Emeritus and Legacy Society Member Dr. Jim Sillers with daughter, and current Board Member and Y.A.C. Alumni, Laura Schapman with daughter, Avis, son, Cooper and youngest son, Rhyland.
The 2006 Board of Trustees at the Historic Marker Dedication of the Octagon House.
Dora and Toos Ondersma gave the largest unrestricted gift totaling over $1.2 million. Here the sisters enjoy a cup of tea at a relative’s home.
Victoria and Grace Hill are pictured here in the 1980s. Grace is the fund representative for both the Victoria Hill Memorial and the Hilda Hill Memorial Scholarship.
In 2012, Four County lost one of our most instrumental
emeritus members. John Bishop, a founder of the
foundation, passed in July of 2011. John was one of
the most respected, humble, and kind men to grace our
community.
25 Years in Pictures
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231 E. St. Clair • PO BOX 539 • Almont, MI 48003Phone: 810-798-0909 • Fax: 810-798-0908
www.4ccf.org