CENTENNIAL SOCIETY

MembersDan and Deb AustinDick and Reva BondMargaret BrownCol. and Mrs. Stanley CassBill and Sharon FarrTom and Nona GordonJohn W. and Delia HaefeliGeorge and Betty HallBill and Theresa HertnekyRay and Judy KnappNorman LysterElizabeth C. Lyster EcklesTom and Barb MacgillivraySandy Magnuson and Ken NoremRand E. and Maggie MorganPete and Jean MorrellNorm and Marty NoeEdna Rady Julie SauterR. Lee and Rebecca SewardPam and Jim ShaddockHoward and Beverley Skinner Pat SprockScott and Pat ThomasAnonymous (10)

RemembersByron BrownCharles “Chuck” ChildersNelle and William DeasonMary GillespieLucille J. GrayJerry GressMildred HansenGladys HopkinsPylabe HoustonLeoma HunterHenry and Ruth JohnstonMary and Hubert LittlerHelen C. McCandlessGlenn McDonaldHoward SmithFlorence Winograd

2017 BOARD

OfficersLucie Wisehart, Chair Reyes “Junior” Barrios, Vice ChairRob Waldo, Immediate Past Chair Christine Richardson, Secretary Allen McConnell, Treasurer Marcia Siebring, Asst. Treasurer

MembersJulie ConstanceNora GarzaTeresa HenryMariann JohnstonDonna LoydBill MunnsTy Notestine Mike PayneDale PrattSteven SmithKristi ThomasTim Ulrich

STAFF

Stephanie Burchett, Mktg/Comm OfficerTwyla Coblentz, Finance OfficerRand E. Morgan, President/CEOLauren Weber, Program Officer

2425 35th Ave., Suite 201, Greeley, CO 80634info@cfsgwc.org | www.cfsgwc.org | 970 304.9970

Community Foundation Serving Greeley and Weld County

2 0 1 7 A N N U A L R E P O R T

In 2017, the Community Foundation celebrated its 20th anniversary.

The Foundation’s platinum year paralleled with the strong and enduring qualities of the precious metal

that defines 20th anniversaries. The Foundation provided opportunities through philanthropy to build a stronger

community that will endure for future generations.

Making Your Wish, an anniversary grant program, was a unique way to provide funding for organizations to hold

activities that were free to the community. Coupled with the Foundation’s continued work connecting philanthropists with

causes that matter, its 20th year achieved results that are highlighted in this annual report.

Humbly, we are intentionally preparing for the next 20 years to create an everlasting and sustainable impact in Weld County. It has been a privilege to serve in this capacity, and we look

forward to our continued partnerships.

Rand E. Morgan President/CEO

Lucie Wisehart Chair of the Board

Cover image from John Fielder’s forthcoming book celebrating the 25th anniversary of the Community Foundation Serving Greeley and Weld County.

A C T I V E F U N D L I S T I N GA Kid’s Place Endowment A Woman’s Place Agency FundA Woman’s Place Client Emergency FundA Woman’s Place Endowment Aaron Foundation FundAchieving Community Excellence Fund (ACE)ACE STEM FundACE Career Pathways/Internships FundACE Youth Leadership FundFloyd E. Acre Memorial ScholarshipAgape Faith Fund GreeleyAnderson Family Foundation FundAnonymous FundArc of Weld County EndowmentArts Alive! FundArts Alive! ScholarshipDeb and Dan Austin Family Foundation FundFlorence J. Berry Fund for the Platteville MuseumO. Jeffrey Berven Memorial Scholarship BillWinde FundBoettcher FundDick and Irene Boettcher Endowment Reva and Dick Bond Family FundBressler Family Memorial ScholarshipByron and Margaret Brown Endowment Sam Chuenchit Soccer Scholarship EndowmentAl Coleman/Bev Peratino Allied Healthcare ScholarshipCommunity Foundation Impact Fund Community Trust FundCummins Care ScholarshipThe Deason Scholarship David M. Delgado Teacher Candidate Scholarship“Sissy” Dent ScholarshipDirector’s Endowment Dr. Thomas R. and Janis S. Dunn FundEldergarden FundEnvision Creative Support for People with Developmental Disabilities EndowmentEvans Fire Safety and Assistance FundBill and Sharon Farr FundFort Lupton Arts Council FundFort Lupton Community Foundation FundFort Lupton Trapper Days Roll In FundFort Lupton Youth Recreation FundFort Lupton Community Foundation EndowmentFort Lupton Community Scholarship Celeste Fried Greeley Senior Center Endowment Judd Kazuto Fulton Scholarship Lucile J. Gray Scholarship Greeley Arts Legacy Project FundGreeley Rotary W.D. Farr Endowment Greeley Transitional House Endowment Greeley/Weld Senior Foundation FundJohn W. and Delia Haefeli FundHall Family Scholarship George and Betty Hall FundMildred S. Hansen ScholarshipKathy Hanson Memorial ScholarshipHertneky Charitable FundHispanic Women of Weld County FundHistoric Greeley, Inc. Quasi-Endowment Honor Flight Northern Colorado FundDorothy E. Hood Endowment Lynne and Gladys Hopkins Family FundHouston Gardens FundLeoma D. Hunter Educational FundAlison Jo Jenkins Memorial Scholarship John K. Jerome Family Scholarship Lauren Johnson Safe Environment FundJudge Roger Klein ScholarshipJudy Knapp Scholarship Robert and Judy Kron Family FundGreeley Lions Club Charitable Fund

Lions Dictionary Project FundLittler Youth FundLiving Waters FundLoustalet Family FundLyster Family Foundation FundLyster Family Scholarship Magnuson Norem Family FundKristopher G. Mansfield Memorial Scholarship Martin Family Endowment Martinez Family Scholarship Carl Mason Family Agriculture Scholarship Helen McCandless ScholarshipPhyllis and Glenn McDonald Memorial Fund for the Performing ArtsMeals on Wheels EndowmentMigrant Christmas Fiesta FundNiles S. Miller Family FundMonfort Children’s Clinic Endowment R.L. Monfort Family Endowment Kathy Murphy Speaker Series FundNauta Annual Scholarship Norm and Marty Noe Family Leadership Incentive FundNorth Colorado Medical Center Chaplaincy FundGregory and Kathy Obermann Family Foundation FundRobert and Lena Ochsner FundOil and Gas Museum of Colorado FundO’Neal Family Endowment Partners In Education Scholarship “Doc” Patterson Scholarship Pay it For-Warde Family FundPeak View Jazz FundPepper FundPeschel Memorial Scholarship Poudre Learning Center Foundation Endowment Richardson Family Autism FundNicholas Roehrich Memorial FundDr. John A. and Patricia C. Rosales Scholarship Roger Rosenbrock Memorial Scholarship Rotary Centennial Project FundLydia Ruyle Memorial FundAnnessa Sanchez Memorial FundSason’s FundJulie Anne Sauter Fund in Honor of Oscar and Thelma GreniR. Lee and Rebecca Seward Education FundSexual Assault Victim Advocate Center EndowmentShadwick Family FundLee and Carol Shropshire FundSlobojan Family FundHoward E. Smith Family Endowment Union Colony Civic Center Unrestricted Endowment Union Colony Civic Center FundUnited Way of Weld County Legacy EndowmentWeld County Veterans Memorial Maintenance FundJ.J. and Anna Wardell “We Care” FundWeld County Builders Association Scholarship Endowment Weld County Courthouse 100th Anniversary Project FundWeld County School District Six EndowmentWeld Food Bank Endowment Laura White Memorial ScholarshipM.C. Widmaier Family Endowment The Wild Animal Sanctuary EndowmentWindsor Community Foundation Endowment Windsor Community Foundation ScholarshipWindsor Community Foundation FundWindsor Harvest Festival ScholarshipWindsor Treasure Island Gardens FundWinograd Business Professorship and Fellowship FundWinograd Family FundWinograd Family Scholarship Women to Women EndowmentWomen’s Fund of Weld CountyG. E. Wood Memorial FundWoolf Scholarship

2 0 1 7 H I G H L I G H T S New Community Foundation Funds The Community Foundation was pleased to add 9 new funds to its portfolio in 2017. These funds were established to support a number of focus areas including services for the arts, scholarships and non-profit sustainability.

Centennial SocietyThe Centennial Society recognizes donors who work with the Community Foundation with planned gifts that support causes after their lifetime. It has been established for a decade and includes 50 members.

ScholarshipsThe Community Foundation awarded 100 scholarships in excess of $220,000 to students from Weld County schools, college and universities. Scholarships were awarded from more than 33 different funds.

Making Your Wish – Anniversary Grant Program In supporting the Weld County non-profit community, the Foundation provided small grants for organizations to hold events and activities to the public at no cost. These grants were awarded to: Arc of Weld CountyCity of EvansCity of Greeley MuseumColorado Dance CollectiveColorado HumanitiesColorado Railroad MuseumEnvisionFort Lupton Recreation CenterFree Our GirlsGreeley Historic Preservation OfficeGreeley Philharmonic OrchestraLife Stories Child & Family AdvocacyMead Downtown Development District Farmers MarketSoccer Without BordersUnited Way of Weld CountyWeld County Retired Senior Volunteer Program (RSVP)Windsor/Severance School District

2 0 1 7 C H A R I TA B L E D I S T R I B U T I O N SThe Foundation awarded an excess of $1.2 million grant and program support to 118 grantees across 10 program areas.

Arts, Culture and Community Development $ 63,521Charitable Programs $ 244,171Intellectual and Developmentally Disabled $ 3,757Education $ 437,359Faith Based $ 56,724Health, Nutrition & Emergency Assistance $ 175,396Nonprofit Support $ 29,254Seniors $ 17,876Women and Girls $ 35,434Youth $ 145,280

S TAT E M E N T O F F I N A N C I A L P O S I T I O N

as of December 31, 2017

Assets Cash, investments at fair value $ 20,415,228 Receivables $ 79,143 Equity held by third party $ 1,381,697 Other assets $ 5,850 TOTAL ASSETS $ 21,881,918

Liabilities And Net Assets Current liabilities $ 136,493 Annuity liability $ 43,614 Assets held for agency funds $ 1,521,952 TOTAL LIABILITIES $ 1,702,059 Net Assets Unrestricted $ 2,921,704 Temporarily restricted $ 5,617,604 Permanently restricted $ 11,640,551 TOTAL NET ASSETS $ 20,179,859 TOTAL LIABILITIES AND NET ASSETS $ 21,881,918

5 Year Growth Of Total Liabilities And Assets

2013

2014

2015

2016

2017

16.6

M

18.1

M

17

.5 M

18.

3 M

21.

8 M