For Good.For Ever.

ANNUAL REPORT 2016

Our MissionThe Waukesha County Community Foundation (WCCF) is a pool of permanent endowment and project funds created primarily by and for the people of Waukesha County to provide grant support to charitable organizations. The intent of the Foundation is to serve a broad spectrum of community needs.

at a Glance2016

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at a Glance2016

Front row (left to right): John Matter, Kathy Gray, Tim Beine, Shelli Marquardt, Mike Duckett, Karin Kultgen, M.D., Jim Walden, Anne MooreBack row (left to right): Shelley Michalski, Ty Taylor, Curt Brewer, Mervyn Byrd, Steve Johnson, Becky Arndt, Ann Bartos Merkow, M.D., John Macy, Dixon Benz, Chuck PalmerNot Pictured: Jerry Couri, Dennis Pollard, Stephanie Riesch-Knapp, Stu Wangard, Steve Ziegler

Dear Friends of Waukesha County Community Foundation,

The Foundation serves as a hub for generous individuals, families, businesses and other nonprofit organizations to turn their assets into action. 2016 was a year that focused on growth, partnership and increased engagement for the organization. In Fall, our Giving Forward breakfast brought nearly 250 community members together for a morning focused on charitable giving. Guests heard moving stories, learned about various non-profits and found out more about the Waukesha County Community Foundation (WCCF).

As a facilitator of philanthropy, this past March WCCF proudly hosted Waukesha County Provides, a community giving day to raise charitable donations for basic needs agencies that offer food, shelter, safety and hope to county residents in need. Additionally, WCCF coordinated our first ever Education Symposium which supported expanding the excellence of our area school districts by sharing best practices and strategies for education fundraising.

With each passing year, we see evidence that Waukesha County is one of the most generous communities anywhere. During 2016, $4.6 million dollars in grants were awarded to nonprofit organizations with 78% of those gifts directed locally. Collectively, the actions of our nearly 300 fundholders share one quality – the desire to make our world a better place.

As you read through this year’s report, know the successes we achieved would not be possible without your generosity and commitment to making a difference in our community. We are humbled and honored to work alongside the charitable donors who are making such a difference.

Thank you!

With gratitude,

Waukesha County Community Foundation Board of Directors and Staff

Shelli MarquardtPresident

Michael DuckettBoard Chair

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Current Advisory Council MembersBetty ArndtMary BaerSusan BellehumeurNancy BonniwellAndrea BryantJoseph BudayBeverly ChappieBrian CarrollMarybeth CottrillPauline DaltonJudith Dalum TaylorCathy DaviesRon DeablerBrian DorowCliff FischerKarin GaleDaniel GehringCarl GeraldsonValerie GottschalkCharlotte HallSusan HerroChristine HowardWesley JonesKara KaiserBrian Kaminski

Barry KerwinEllen LangillPeter LettenbergerEmily LorenzLatrice MiltonPatrick NollEdward OlsonMark PokerBarbara PrindivilleE. John RaaschCate RahmlowRenee RamirezKenneth RieschBryon RieschStuart SchroederDavid SchultzElaine SpeliusJane StromwallBryce StyzaJayne ThomaJ. Steven TikalskyRexford TitusDavid VettaFrancis WagnerJeffrey Wiesner

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Founders Circle Members

Arenz Molter Macy Riffle & Larson SCSusan C. BellehumeurDixon and Herta BenzClaudine Bertieri SavageRon and Kay BertieriBMO Harris BankFrank A. BoucherAndrea and Anthony BryantBryce Styza PropertiesCentury Fence CompanyBeverly and Donald ChappieCitizens Bank of MukwonagoCouri Insurance Agency, Inc.Thomas E. and Maripat DalumMichael and Jill DuckettDUECO, Inc.Emergency Medical Associates of WaukeshaDonald W. FundingslandKarin and Rick GaleLaura M. GraltonLaura and Daniel Gruber Memorial FundKathryn and LaVern H. Herman M.D.InPro CorporationCathy and Steven L. JohnsonKarin and Mark KultgenKay and Peter LettenbergerM&I Foundation Inc.John P. Macy and Sandi Brand

Marketing ImagesLyall MathisonPamela and Thomas McKeever DDSRhody and Carolyn MegalAnn Bartos Merkow and Steven MerkowMichael Best & Friedrich LLPMSI GeneralJohn NevinsNorthern Trust CompanyThomas J. Peterson ProHealth Care, Inc.Quarles & Brady LLPR&R Insurance Services, Inc.Richard and Carole RichardsKen and Jeannie RieschJim and Ann RileyRoundy’s Supermarkets, Inc.Select Advisor Group Inc.Anne and Bryce P. StyzaSunset BankTeerlink Family FoundationBobbe and Rexford W. Titus IIIVrakas/Blum & Co., S.C.Stewart and Kari WangardWaterStone BankWaukesha Engine, Dresser Inc.Waukesha State BankJeffrey and Sara Ford WiesnerWimmer Brothers Realty, Inc.

Since its founding in 1999, the Foundation has been helped financially by donors of vision who foresee the impact that a strong community foundation can have in its community. These individuals and organizations have made contributions of $10,000 or more toward initial and continuing administrative operating expenses of the Foundation.

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On March 9, Waukesha County Community Foundation (WCCF) was honored to host Waukesha County Provides, a community giving day to raise charitable donations for basic needs agencies that provide food, shelter, safety and hope to county residents in need. Thanks to the support of so many generous donors, this single-day giving event held at the Waukesha Public Library raised nearly $85,000 to support The Women’s Center, Hebron House, Hope Center and the FOOD Pantry of Waukesha County. We plan to make this an annual initiative and would appreciate your philanthropic support!

Karen Tredwell, Executive Director of Waukesha County Food Pantry; Ralph Zick, Executive Director at Hope Center; Shelli Marquardt, President of WCCF; Paul Farrow, Waukesha County Executive; Kris Androsky, Executive Director of Hebron House of Hospitality; Angela Mancuso, Executive Director of the Women’s Center

First Lady Tonette Walker with Shelli Marquardt promoting the Waukesha County Provides One Day Giving Event.

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Celebration of GivingJune 14, 2017

Recipients of the Celebration of Giving Award Include: 2017 – Betty and Tom Arndt2016 – Fred Stier2015 – Peter Lettenberger and Bryce Styza2014 – Dick and Carol Richards2013 – Tony and Andrea Bryant2012 – John and Lorraine McAdams and Family2011 – Thomas and Maripat Dalum2010 – A. William and Joanne B. Huelsman2009 – Steve and Heather Ziegler and InPro Corp.2008 – Don and Carol Taylor2007 – R. David Helling M.D. and Bonnie Birk Ph.D.2006 – Robert and Patricia Kern

The Waukesha County Community Foundation established the Celebration of Giving Award to salute philanthropy in Waukesha County. The award honors individuals who have exhibited charitable giving to nonprofit organizations in Waukesha County and beyond, and who encourage others to contribute by example or through volunteer activity. Honorees exhibit significant charitable giving personally, through a private foundation or a privately-held business.

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Legacy CircleThe Legacy Circle was established to honor and recognize those individuals who have included charitable giving in their estate planning in ways that will support charitable funds in the Waukesha County Community Foundation. If you would like to learn how you can help to preserve Waukesha County’s quality of life for future generations, please contact the Foundation.

Anonymous DonorsMr. and Mrs. Leonard Anhalt*Mr. and Mrs. Thomas ArndtMr. and Mrs. Doug BradenMr. and Mrs. Anthony W. BryantMs. Sabrina BryantDr. and Mrs. Daniel J. D’AngeloMrs. Mildred Delzer*Ms. Elizabeth S. DinsmoorMr. and Mrs. David A. EckertMr. and Mrs. Tom EhrsamMr. and Mrs. Julius S. FomotorMr. and Mrs.* Ray FosterMr. David R. FullerMs. Laura M. GraltonMs. Christine HedstromMr. and Mrs. James HolmesMr. and Mrs. James R. KlauserMr. and Mrs. Peter J. LettenbergerMr. and Mrs. Dennis R. LeverenzMr. John P. Macy and Ms. Sandi Brand

Mr. and Mrs. Paul McCaughey

Ms. Sally Michalko*Ms. Sylvia N. Moldenhauer*Ms. Kathy NellMr. Richard OatesMr. and Mrs. Frank H. PagliaroMr. Carl PatrinosMr. Thomas Peterson*Mrs. Norma J. ReussMr. and Mrs. Richard RunteMr. and Mrs. Bruce SchmidtMr. and Mrs. Paul SchmidtMr. and Mrs. David R. SchultzMs. Joanne SmithMrs. Elizabeth SwansonMr. and Mrs. Thomas TemplinMr. Jeffrey D. Wiesner

*deceased

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2016 GRANT RECIPIENTSACAP End the “R” word campaign, which brings together adults with disabilities and school children to explain the value of right words and the harm of bad ones. The project will present a message of disability awareness and anti-bullying.

Big Brothers Big Sisters of Milwaukee Waukesha County mentoring program that helps youth experience, learn and grow by guiding them toward opportunities to reach their full potential.

Eagle’s Wing Free Clinic Expand the scope of practice in the areas of primary care, acute care, chronic disease management, health promotion, disease prevention and health education. This grant will provide support to purchase medical supplies, medications, equipment and lab tests.

Feeding America Eastern Wisconsin Mobile Pantry program, which distributes food directly to those in need and provides a crucial, supplemental source of food for families and individuals facing hunger.

First Congregational United Church of Christ Kick Start Cooking program, which aspires to educate children and their families through active participation to plan, prepare and eat appealing, nutritious foods on a limited budget. Grant will provide transportation from local schools not within walking distance to program site.

First Stage The Theater Academy Program at the Sharon Lynne Wilson Center of the Arts provides students with a solid foundation in theater, while teaching academic, leadership and workforce skills, including critical thinking, teamwork, problem solving and empathy.

Healing Hearts of Waukesha County, Inc. Program expansion of a new facility and additional hours to support mission to serve and support grieving children and their families.

Hebron House of Hospitality “Effective and Efficient House Health Control” program, which will purchase heat chambers for each of their locations to prevent bedbug infestations.

Jubilate Chorale Purchase approximately 10 new pieces of music to expand their music library for the 2017 concert series.

NAMI Waukesha Homelessness (PATH) Program, which provides services for individuals experiencing homelessness who also have a serious and persistent mental illness or a co-occurring illness (mental illness coupled with a substance abuse disorder.)

Pewaukee Area Arts Council Support the Showcase of Art in spring 2017, a visual art exhibit for all Waukesha County high school and college art students and their teachers. All public, private and home schoolers are invited to participate.

Sharp Literacy, Inc. La Casa de Esperanza will be the first school in Waukesha County in the Sharp Literacy program, which works with K4, K5 and 1st grades. The literacy program includes activities throughout the year that continually emphasize the importance of literacy.

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2016 GRANT RECIPIENTS $126,655 in Community & Competitive Grants Awarded in 2016

St.Mary’s Episcopal Church Prairie restoration and habitat preservation for the Ellipse mussel, a threatened species of freshwater mussel, and Blue Ringed Dancer damselfly, which had never before been reported in Wisconsin, in the immediate vicinity of the church along the Bark River.

Tricia’s Troops Support for the People Power Program, which focuses on practical concerns, out-of-pocket costs and daily living needs that arise from living with cancer.

Vision Forward Support vision loss services for older adults and seniors in Waukesha County who have changing vision and low vision helping them adapt to, and live successfully with, vision loss.

Waukesha Choral Union Support of Brahms free community concert, which will combine the vocal forces of the Waukesha Choral Union, the Jubilate Chorale of Waukesha, The Hartford Community Chorus, the East Troy Community Chorus, singers from throughout southeastern Wisconsin, a full orchestra and two guest soloists.

Waukesha County Green Team Website development to expand community outreach of TNS (The Natural Step) Programming which provides a framework for sustainability and defines sustainability in keeping with the 1987 United Nations Brundtland Commission.

Waukesha County Land Conservancy Partners in Preservation Program to bring land organizations and

local government agencies together to develop an overall strategy

for prioritizing land protection strategies and to protect and

restore environmentally significant land in Waukesha County.

Waukesha Historical Society and Museum Development of curriculums to support partnerships with SHARP Literacy and Interfaith Folk Fair

programs. New curriculum will incorporate SHARP

identified vocabulary, in both Spanish and English, and key

concepts into on-site docent-led programs. Interfaith “Folk Fairs”

will allow for intergenerational learning, introducing students to hobbies

and skills generationally unfamiliar, but important to understanding, the historic underpinnings of modern society.

Wildlife In Need Center Support of environmental education outreach programs that inform and promote living harmoniously with wildlife.

YMCA at Pabst Farms Expansion of the Service without Borders program to include daily living skills, which includes healthy living, nutrition and fitness for individuals with disabilities age 21 and older.

YMCA of Greater Waukesha County Partnership with the LIVESTRONG program foundation to support cancer survivors at the YMCA. Program is provided at no cost to participants and the Y provides each participant with a free family membership to use during the program and an additional three months.

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Artesian FundsAngelsGrace Hospice FundAnne and Ray Foster FundChristine M. Howard FundFrederick and Barbara Syrjanen Family FundGeraldine Colletti FundJill and Craig Haupt FundShelli Marquardt & Cathy Priem FundSOFA Inc. Archie Badura Memorial FundSteven Berndt and Barbara Tewes-Berndt Family FundToni and Dean Copoulos Fund to Fight AlzheimersTy and Heather Taylor Funds

CHILDREN’S CHARITABLE FUNDSLeah Mia FundLeverenz Boys’ FundMoncrieff Hope Foundation FundZ.A.M. Foundation Fund

DONOR ADVISEDA. William and Joanne B. Huelsman FundAudrey and James Stewart FundBert and Bob Duckett and Family FundBMO FXBMO GLBob and Becky Illing FundBortz Family Foundation FundBrewer Family FundBrookfield Junior Woman’s Club Community FundBryce and Anne Styza FundCatherine and David Vetta Family FundCole Philhower Scholarship FundDalton Charitable FundPauline Dalton Charitable FundDalum Family FundDan and Jill Gehring Family FundD’Angelo Family FundDaniel and Jenifer Finley FundDavid and Anousone Lettenberger FundDick Cobb Family Memorial FundDixon W. and Herta E. Benz Family Foundation FundDon and Judi Stephens Family Fund

Donald J. and Betty Lou Tikalsky Community FundDonald W. Fundingsland FundDr. Gerald and Susan Bellehumeur FundDr. Joe and Marian Bartos Memorial FundEarly Hill FundEd Olson and Linda Caldart-Olson Family FundEhrsam Stewardship FundEric and Lynn Delzer Charitable FundEugene and Marilyn Baus FundFomotor Fellowship Foundation FundFord and Bobbe Titus FundFran and Carol Wagner FundGeorge W. and Emily M. Lorenz FundGreenwald Family Foundation FundH & D FundHolly Christina Stahl Love Life! FundJames and Shirley Klauser FundJames and Suzanna Lacy FundJarich Family Education FundJay and Colleen Walt Family FundJay Balchunas Memorial Scholarship FundJeffrey D. and Sara R. Ford Wiesner Family FundJohn and Barbara Nevins FundJoseph and Linda Buday Family FundJT Hilligoss Memorial FundKatherine E. Nell FundKDV CaresKeith and Betty Rupple Family FundKerwin Family FundKultgen Family FundLaura and Daniel Gruber Memorial FundLaVern H. and Kathryn J. Herman FundLeon and Betsy Janssen FundLipman Family FundMac Davis FundMichael P. Schroeder Memorial FundMihi Cura Futuri FundMitzvah FundMoncrieff Family FundMowry Smith and Mary Leach Smith Family FundPeter and Barbara Lettenberger FundPeter and Grace Friend FundProHealth Care Medical Staff FundRenee Bryant Valvassori Fund

CHARITABLE FUNDSAs of December 2016

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Rhody and Carolyn Megal FundRichard and Judith Oates FundRick and Karin Gale Family FundRiley Family FundRonald and Kathryn Bertieri FundRosemary and Dean Dobratz Memorial FundSabrina Mia Bryant FundSharon M. Wichgers-Perrow & Michael W. Perrow FundSteve and Cathy Johnson FundStone of Accord FundStowell Family Foundation FundSue and Wally Dinsmoor FundTaLi12092 FundThomas and Betty Arndt FundThomas X. Herro Memorial FundThompson Family Foundation FundVictor and Jayna SchultzWaterStone Bank BMOWaukesha State Bank Community Support FundWildcat FundWilliam B. and Cathy D. Davies Family FundWilliam M. and Michele A. Holcomb Family Fund

DONOR DESIGNATEDArmand F. and Mildred J. Delzer Graphic Arts Scholarship

FundBetty Lou and Don Tikalsky Fund for the Waukesha County

Historical Society and MuseumBob and Joyce Winchell Fund for United WayBryce and Anne Styza - Sharon Lynne Wilson Center for the

Arts FundBryce and Anne Styza Waukesha Civic Theatre FundBryce and Anne Styza WCCF Administrative Endowment FundCANIF FundCarroll and Jim Bolger Family FundChet and Helen Goff FundDan and Chris Blask Family Fund for Hope Center

FIELD OF INTEREST FUNDSCarl J. Patrinos and Audrey Z. Patrinos Charitable

Endowment FundHilary G. Bryant FundJill Fischer Suicide Prevention FundLGBT FundSuicide Prevention FundSylvia Nelson Moldenhauer Family Fund for Mental HealthWomen and Girls Betty Lou Tikalsky Women of Distinction FundWomen and Girls Fund of Waukesha County

Dave and Lisa Schultz FundEarly Hill Administrative FundElaine H. Spelius FundElva Koutnik Memorial Fund for WomenConnectedFox River Development FundFred and JoAnn Portz FundFriends of Waukesha Public Library FundJames L. Frisch FundJohn P. Macy Administrative FundKay Ruekert Lettenberger Endowed Fund for Alzheimer’sKohls-Mitchell Fund for AngelsGrace HospiceKristi Davis Hope FundKyle Paul Memorial Golf Scholarship FundLt. Col. Donald A. Adam FundMarc and Janis Delzer Family FundMilton Weber Conductor’s Chair Fund AMilton Weber Conductor’s Chair Fund BPublic Art Maintenance FundRalph and Joan Staven Waukesha Service Club FundRichard and Cathy Labinski Waukesha Civic Theater FundRobert F. Smart Eagle Scout FundRobert Koutnik Memorial Fund for Marquette UniversitySusan and David Bothof Fund for United WayWaukesha State Bank First Presbyterian Church FundWaukesha State Bank Presbyterian Homes/Avalon Square FundWaukesha State Bank Salvation Army FundWinchell Family Phantom Lake YMCA Camp Fund

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Charitable Funds Continued

ACAP FundBryon Riesch Paralysis Foundation Charitable and

Scholarship FundChristmas Clearing Council of Waukesha County FundEaster Seals Future Centennial FundElmbrook Education Foundation • Bil Zahn Honorary Burleigh Student Scholarship Fund• Building Blocks Fund• Brucker Family Fund• General Fund• Legacy Endowed Chair Fund• Legacy Fund

Elmbrook Humane Society FundFood Pantry of Waukesha County FundGreater Milwaukee El Sistema Endowed FundInterfaith Senior Programs FundKettle Moraine Education FoundationLa Casa de Esperanza FundLindenGrove Benevolent Care FundLindenGrove Life Enrichment FundLindenGrove/Linden Court-Waukesha Garden of Fond

Memories FundLindenGrove-New Berlin Life Enrichment/Franz FundMilwaukee Animal Rescue Center Legacy FundMontessori School of Waukesha FundMukwonago Community Library Capital Endowment Fund

Mukwonago Community Library Endowment FundNAMI Waukesha Inc. FundNew Berlin Public Library FundPark Foundation of Waukesha FundPauline Haass Public Library FundPeak Nordic Ski Club FundPhantom Lake YMCA Camp FundSociety of St. Vincent de Paul of Waukesha County FundStillwaters Cancer Support Services FundSussex-Lisbon Area Historical Society FundTempo Waukesha FundThe Women’s Center of Waukesha FundUnited Way of Greater Milwaukee and Waukesha County• Forever Funds• Jayne Thoma Fund• Mary Baer and John Kramp Fund

Waukesha Civic Theatre FundWaukesha Community Arts Project FundWaukesha County Community Dental Clinic FundWaukesha County Historical Society and Museum

General FundWaukesha County Historical Society and Museum

Youman’s EndowmentWaukesha Historical Society and Museum Griswold

EndowmentWaukesha Public Library FundWCCF Administrative FundWaukesha Education Foundation• Bob Duckett Memorial Fund• Fine Arts Endowment Fund• General Endowment Fund• Hadfield School Scholastic Fund• Kenneth Hollub Fund• Kristine K. Diener Technology Fund• Merlin & Grace Birk Fund• North High School Alumni Family & Friends• Sally Jo Michalko Fund• Schmidt Family Fund• South High School Alumni Family & Friends Fund• South High School Class of 1977 Fund• Unrestricted Fund• Van Beek Library Fund• West High School Alumni Family & Friends• Wiesner Fund

Wheaton Franciscan-Elmbrook Memorial FundWildlife In Need Center FundYouth Community Grants Fund

ORGANIZATION ENDOWMENT FUNDS

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PROJECT FUNDSCity of Waukesha Landmarks Commission FundFriends of Waukesha County Cooperative Extension Project FundKatelyn Ann Fennig Memorial FundMontessori School of WaukeshaMusic in Cutler Park FundOkauchee Lions Park Campaign FundPublic Art Project FundSalud Wellness Retreat FundSmart Family Heritage FundSouthwest Aquatic Team Muskego High School Pool FundSouthwest Aquatic Team Whitnall High School Pool FundSpotlight on the Future FundWaukesha Education Foundation• Waukesha Academy of Health Professions• Waukesha Engineering Preparatory Academy Fund

Arrowhead High School • Ann Marie Williams Scholarship Fund• Class 1999 STEM Scholarship• Current Scholarship Fund• General Scholarship Fund• Hughes Scholarship Fund• Jeannette E. Gilbertson Scholarship• JT Hilligoss Scholarship Fund• Lodes Scholarship Fund• Marian H. Brandt Memorial Scholarship• Marion G. Johnson Scholarship Fund• Steinbach Scholarship Fund• Weigel Scholarship Fund

Elmbrook Education Foundation • Brookfield Junior Woman’s Club Scholarship Fund• Brookfield Women’s Club Scholarship Fund• Charles Turner Honorary Scholarship Fund• Hillside Student Scholarship Fund• Holly Christina Stahl Love Life! Scholarship Fund• Irv Hoesly Memorial Scholarship Fund• Jim Briscoe Honorary Scholarship Fund• Kevin Dunn Memorial Scholarship Fund• John Boie Memorial Scholarship Fund

Glenn R. Davis Scholarship FundJulia Nestingen-Palm Art Fest Scholarship FundKen Gardner Five Diamonds Scholarship FundKnights of Waukesha Scholarship FundScholastic Fund for Students of Hispanic DescentWaukesha Education Foundation• Bonnie Schlais Scholarship Fund• Clyde Shields Scholarship Fund• Col. H. Mueller Scholarship

• D. R. Fuller Scholarship Award Fund• Dianich Scholarship Fund• Dr. David Hoeppner Scholarship• Emery E. Reuss Scholarship Award Fund• Frisch Scholarship Fund• General Scholarship Fund• J.E. Worthington Technology Scholarship Fund• Jay Whitney Memorial Scholarship• Jim Tyler’s Player’s Choice Award Fund• Mabel Amundson Memorial Scholarship Fund• Norm Seeling Scholar Athlete Award Fund• Pat Tyler’s Volleyball Scholarship Fund• Roland Schrupp Scholarship Fund• Simon Family Scholarship Fund• Smirl Family Scholarship Fund• Waukesha Women’s Club Scholarship Fund

Scholarship Funds

E. John and Nancy Raasch Family FundMetanoia FundRhody and Carolyn Megal Unrestricted FundRobert and Bonnie Nagy FundStone Manor FundWCCF Community Grants Fund

UNRESTRICTED FUNDS

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Memorials & Honorariums

AHS General Scholarship Fund In Memory of Jean FruitMr. Alfred J. Zietlow Anne and Ray Foster Fund In Memory of Ann Foster Ms. Pauline Dalton Ms. Shelli Marquardt and Ms. Cathy PriemMr. and Mrs. David R. Schultz

Cole Philhower Scholarship Fund In Memory of Cole Philhower Ms. Jerilynn BacheyMs. Laurie BelmerMs. Lynn BenderMr. Trip BlairMs. Heather CainDrs. Karson and Alma Rosa CarpenterMs. Lisa CieslakMr. and Mrs. Roger CottingimMr. Curtis DisrudMs. Anne DretzkaEpoch Athletics, LLCMr. Steven FredetteMr. and Mrs. Kamel GantosMr. Daniel Haight

Ms. Michelle HarringtonMr. Samuel HobbsKane Livestock Sales, Inc.Mr. David KarcherMr. and Mrs. Brian J. KesselerMs. Christina KingMr. and Mrs. Jason KrauseMs. Dawn LangstonMr. John McMullenMr. Jason MeadowsMr. Joe NelsonMs. Karen OliverMr. and Mrs. Steve PerkinsMr. James PhilhowerMr. Peter PulosMs. Michelle RandgaardMr. Charles SalernoMs. Michele A. SchmidMs. Wendy ScottMr. Jeffrey SenglaubMs. Sarah SpencerMr. David Steck and Mrs. Hyndie Kujolic-SteckMs. Lorie StreeterMr. Tom StudevantMr. Timothy SullivanMs. Kay Sullivan

Memorial Gifts

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Memorials & HonorariumsMs. Katharine WallMr. and Mrs. Lee H. WhiteMs. Joan Zepecki Dick Cobb Family Memorial Fund In Memory of William SweemerMs. Ann R. Kobs Elmbrook Education Fund General Fund In Memory of Kevin Dunn Mr. and Mrs. Christopher Gloe

Elmbrook Education Fund John Boie Memorial Scholarship Fund In Memory of John BoieAnonymous DonorAssociation of Wisconsin School Administrators, Inc.Mr. and Mrs. Thomas BeattieMr. Dennis BoardmanMr. and Mrs. Duane BoieMr. and Mrs. Jeffrey BoieMs. Michelle BoieMs. Diana BurgosMr. and Mrs. Theodore CarlsenMr. and Mrs. John CharlesworthMs. Debbie CzarneckiMr. Shawn EbelMs. Judy EckerMs. Sharon EsquedaMr. and Mrs. Mike FiebelkornMr. and Mrs. Tom GrafDr. John GrayMr. Charles Grode and Ms. Heidi LukasMr. Dale HightMs. Marian HoeslyMr. and Mrs. John JohnsonMr. and Mrs. Norman KleinMr. Richard Knoedler and Ms. Kathleen BarnesMr. and Mrs. Harlan KreklowMr. and Mrs. Paul KustermannMr. and Mrs. Anton LukasMr. and Mrs. James LukasMs. Kathryn LukasMs. Kathy MarksMs. Lorraine MatthiasMs. Carol MaywormMr. and Mrs. Joseph MelterMr. and Mrs. Marc MillerMr. and Mrs. Robert PeacyMr. and Mrs. Ted PechacekMr. Al PinterMs. Janice RaimerMr. and Mrs. Jonathan RoeMr. and Mrs. Mike SaugenMr. and Ms. Donald SiegfriedMr. and Mrs. Floyd SorensonMr. and Mrs. Steve SpokeMr. and Mrs. Robert St. ClairMs. Vina TausendMr. and Mrs. Donald VanBuskirkMr. and Mrs. Nicholas Welsh

Ms. Margaret WhiteMr. Charles Wieber Elmbrook Education Fund Kevin Dunn Memorial Scholarship Fund In Memory of Kevin Dunn Mr. and Mrs. Carl AndersonMs. Diane AndersonMr. and Mrs. Mark AndersonAssessors Office Sunshine FundMr. and Mrs. Keith BaisdenMr. and Mrs. Alexander BartaMs. Jacqueline BartaczewiczMs. Cathy BellovaryMr. and Mrs. Bradley BestMr. and Mrs. Mark BewsMr. Michael BoweMr. and Mrs. Mark CainMr. and Mrs. Timothy ChaseMrs. Carol A. CobbMr. and Mrs. Ryan C. ConnerMr. Tom CurtisL.A. DanningMs. Martha DemmingMr. and Mrs. James L. DunlapMs. Minnebel DunnMr. and Mrs. Matthew EisenhauerMs. Anne E. ErkeMr. and Mrs. R Joel FalkMr. Mark FooteMr. David FransonMr. and Mrs. Gary Gerhardt

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Mr. and Mrs. Michael GreenmeierMr. and Mrs. Jess HainesMr. and Mrs. Harvey J. HaynesMr. and Mrs. Bradley HittMr. and Mrs. Mark HlavaMr. and Mrs. Brian KaebischMr. and Mrs. Thomas Klemp

Mr. and Mrs. Kevin KonklerRobert F. KryszakMs. Stephanie KutzMr. and Mrs. Arthur LaMountainMr. Andy LandenbergerMr. and Mrs. Robert LidwinMr. and Mrs. Eric LienMr. Jay B. MackMr. and Mrs. Mike MagnusMs. Barbara MayerMr. and Mrs. William J. MielkeMs. Tammy MoonMuskego Lakes CorporationMr. and Mrs. Eugene NeyhartNice Ash, Inc.Mr. and Mrs. Douglas NiggemeierPartner 100 Properties, LLPMr. and Mrs. James PhillipsMr. and Mrs. Roger PutnamRE/Max Title 100Mr. and Mrs. Kenneth W. Reichert MDMr. and Mrs. David ReineckeMr. and Mrs. Fritz RothMr. and Mr. Dennis RyanMr. Randall Schaefer and Ms. Brenda Gay MartinezMr. Brian ScrobelMr. and Mrs. Palaniandy SekaranMr. and Mrs. Russell SmithMr. and Mrs. Eric Swan

Ms. Joyce UrbaniakWandrey FamilyMr. and Mrs. David WhyteMr. and Mrs. Mark WichserMr. Ricky Wojciechowski and Ms. Maryjane Koehn-SullivanMr. and Mrs. Erich WuerslinMr. and Mrs. Karl ZeirkeMr. and Mrs. Walter ZiajaMs. Lisa E. Zweifel Julia Nestingen-Palm Art Fest Scholarship Fund In Memory of Kristin Bauman Mr. Frank Palm and Mrs. Kristina R. Nestingen-Palm In Memory of John BoieMr. Frank Palm and Mrs. Kristina R. Nestingen-Palm In Memory of Peggy Garrigan Mr. Frank Palm and Mrs. Kristina R. Nestingen-Palm In Memory of Julia Nestingen-Palm Beth Millner JewelryMr. and Mrs. Bruce BluntMr. and Mrs. Michael GarriganMs. Carla GiordanaMs. Lori HerbstMr. and Mrs. Richard HeuerMr. and Mrs. Clark HighDayton Foundation Depository, Inc.Ms. Roxanne JavidMs. Patricia KlawinskiMr. and Mrs. Paul LeClercMr. and Mrs. Frank LockerbyMs. Jean Palm MalickMs. Beth Millner Ms. Leslie NestingenMs. Catherine A. O’GradyMr. Frank Palm and Mrs. Kristina R. Nestingen-PalmMs. Jean Palm MalickMr. and Mrs. Michael PalmMr. Nicholas S. PalmJohn and Janice ParrottMr. and Mrs. Jake PaulsonMr. Josh PeschkeMr. and Mrs. James PhillipsMrs. Kathleen Hayes Phillips and Mr. James PhillipsMs. Deborah Ann PoulsonMr. and Mrs. Richard QuickMs. Marcia RockMs. Ellen RocqueMs. Leah ShafferMr. Gregory SiragusaMs. Jane StoklasaMr. David TroxelUBSMr. Tom Walter and Mrs. Jenny Ehlke-Walter Mr. and Mrs. Charles Wickler In Memory of Dulanna Rothert Mr. Frank Palm and Mrs. Kristina R. Nestingen-Palm In Memory of Kristy Shive Mr. Frank Palm and Mrs. Kristina R. Nestingen-Palm

Memorial Gifts

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Mukwonago Community Library Endowment Fund In Memory of Lorraine McAdams Mr. and Mrs. Rich Verdoni Pauline Haass Public Library Fund In Memory of Len Anhalt Mr. and Mrs. Andy AgentenAnonymous DonorMr. and Mrs. George B. ArnoldMr. and Mrs. Brain Badeau on behalf of Lori SandersMr. and Mr. Bernard BaslerMr. and Mrs. Doug BradenMs. Sue E. BrukbacherMr. and Mrs. Jerome S. ChudzikMs. Holly Sue CobbMr. and Ms. Gerald DeMersMr. Michael Egan and Mrs. Kathryn Haynes-EganMr. and Mrs. Paul EiringMr. and Mrs. James GallantMr. and Mrs. George B. Arnold GraefMs. Eloise HeimannMr. Leroy HermanMr. and Mrs. John HinzeMr. and Mrs. Thomas HinzeMr. and Mrs. Dewayne J. JohnsonMr. Roger Johnson and Ms. Shirley KeranenKathy B. KlagerMr. and Mrs. Charles KopplinMr. and Mrs. Gerald KrauseMr. and Mrs. David KuemmelLanger Roofing & Sheet Metal Inc.Bruce and Laurie MathesMr. and Mrs. Michael McCourtMs. Amy McGrawMr. and Mrs. David MidlikowskiMr. and Mrs. David MoeMr. and Mrs. Robert PageMr. and Mrs. John PapenfusMr. and Mrs. Randall SederA.W. ShayekMrs. Nancy SmetekMs. Joanne SmithSt. Albans Episcopal ChurchMr. Peter Rosewicz and Ms. Kerry ThomasMr. and Mrs. Maurice VaughnMr. Lawrence WeidmannMr. Moses Williams Spotlight on the Future Fund In Memory of Carol “Gramma Gramma” BarchusMr. and Mrs. Mark Penzkover

WCCF Community Grants Fund In Memory of Mike Riesch Mr. Kevin Pollard

WCCF Operating Fund In Memory of Mike Riesch Ms. Carole Nicksin

Waukesha Education Foundation General Endowment Fund In Memory of Sally Michalko Mrs. Mary Baer and Mr. John Kramp Waukesha Education Foundation Kenneth Hollub Fund In Memory of Ken HollubAll American AquaticsMr. and Mrs. Kevin B. AllenMr. and Mrs. R. John AndersonMr. and Mrs. Warren BearMs. Joanne H. BeattyMr. and Mrs. Bruce ButlerMr. and Mrs. Joseph CaliMr. and Mrs. Martin R. DableMs. Kris DriessenMr. and Mrs. Marvin EichstaedtMr. Steven EllifsonMr. and Mrs. Harry FarberMr. and Mrs. Edmund F. FinkMr. and Mrs. Anthony GabrysiakMr. Ken Gardner IIMr. and Mrs. Robert Garvey

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Memorial GiftsMr. and Mrs. John Paul GehringMs. Roberta GoerkeMr. and Mrs. Gerald J. GosaMr. and Mrs. Harley R. GrafMr. and Mrs. Michael GraingerMr. and Mrs. Thomas P. HandfordMr. David HarringtonMr. and Mrs. Ronald HartMr. and Mrs. James C. HazzardMr. and Mrs. Charles HillMr. and Mrs. David HollubMrs. Earline HollubMr. and Mrs. Gregory Hollub Ms. Ellen Hopkins-SeelingDr. James J. HulenMr. H. James HowittMr. and Mrs. John E. JonesMr. and Mrs. Donald KentMr. and Mrs. Thomas KlempMr. Joe Kronzer and Mrs. Audrey Maichen-KronzerMr. Kerry KruegerMr. and Mrs. Donald KujawaMr. and Mrs. Kenneth LarieMr. Bradner Lawrence and Mrs. Sandra Tosha LawrenceMr. and Mrs. Peter LooseMr. and Mrs. Robert LussowMr. and Mrs. Howard MaichenMs. Stephanie MartinMr. and Mrs. Gerald MartinsonMs. Kathleen McGillMs. Mary McGounMr. and Mrs. David Merryfield

Mr. and Mrs. Bruce MertenMr. Charles MillerMr. and Mrs. Tom MitchellMr. and Mrs. Gary MoldenhauerMr. and Mrs. Michael OgrezovichMr. Andrew PaulsonMs. Susan PlautzMr. and Mrs. Richard RobbinMr. and Mrs. Thomas RoblMs. Heidi RockeMr. Robert SchuetzeMr. Richard N. SeelingMs. Margaret SitterMs. Rosemarie SladkyMr. and Mrs. Daniel SteffenMr. and Mrs. Baird StoufferMr. and Mrs. Thomas SullivanMr. and Mrs. James SurgesMs. Marjorie SutterMs. Karen TiddeMr. and Mrs. Jon TraverMr. and Mrs. Richard TrojanMr. Charles VehlowMr. and Mrs. William T. WallMr. and Mrs. Marvin G. WeyenbergMr. and Mrs. Otto WiesjahnMr. Thomas WilliwamsHon. and Mrs. Joseph E. WimmerMr. and Mrs. Robert WojcikWonderland Tap, Inc. - Darcy’s friendsMr. and Mrs. Lee WoyahnMr. and Mrs. Ralph Yont

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Honorarium Gifts Dalton Charitable FundIn Honor of Pauline Dalton’s Birthday

Mr. and Mrs. Gerald H. ArnoldMs. Nancy ArnoldMr. and Mrs. Donald J. BaginMr. and Mrs. Richard J. BaginMr. and Mrs. Stephen J. BaginMr. and Mrs. Dixon W. BenzMr. David BierMr. Donald C. GardnerChris GerlachMr. and Mrs. W. David HamiltonMs. Oretha HarrisF.K. KasperMr. and Mrs. Glenn P. KozickiMs. Judith KrawczykMr. and Mrs. David KrystowiakMs. Hope LevenhagenMr. and Mrs. Anthony MarescaShelli Marquardt and Cathy PriemMr. and Mrs. Frank R. MartireMr. John M. MatterMr. and Mrs. James McKennaKelly and Shawn MickleGary T. MinorikDr. and Mrs. James J. PapandreaMr. and Mrs. Charles PittlelkowMr. and Mrs. Gordon G. RockafellowMs. Mary SpragueMs. Julia TaylorMs. Wendy Van KylenMs. Lori A. WattMr. Jeffery W. YabukiMr. David Yourell

Kristi Davis Hope Fund In honor of Fred Gutierrez and Kristi Davis marriage

Mr. and Mrs. E. John Raasch

Pauline Dalton Charitable Fund In honor of Pauline Dalton’s birthday Llewellyn S. Walker

Shelli Marquardt & Cathy Priem FundIn honor of Shelli Marquardt’s birthday

Mr. and Mrs. Dixon BenzDalton Charitable FundMs. Coreen Dicus-JohnsonMr. and Mrs. Jason FaulksChris GerlachMr. Richard J. Grunke and Mr. William GraschMs. Ashley HaasMs. Barbara HavasMr. and Mrs. James JuntunenMs. Joanie KolokoskiMr. and Mrs. Kenneth MichelMs. Jamie PoddMs. Cathy J. PriemMs. Gail RutkowskiMs. Judith A. Vergata

Stillwaters Cancer Support Services Fund In honor of Joanne Blaesing Ms. Nancy E. Major

Suicide Prevention FundIn honor of Chelsey Evenson Harvey Mr. and Mrs. Rock Evenson

WCCF Community Grants Fund In honor of Sue Dinsmoor Mr. Thomas J. Dinsmoor

WEF General Endowment Fund In honor of Joanne Blaesing Ms. Sally J. Michalko

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WEALTH PLANNING \ BANKING \ TRUST & ESTATE SERVICES \ INVESTING \ FAMILY OFFICE

FOR MORE INFORMATION CONTACT

Jamie Reeve Senior Vice PresidentWealth Strategist414-905-7766 or jsr3@ntrs.com

northerntrust.com

A STRONGER COMMUNITY IS THE HEALTHIEST BOTTOM LINE.Northern Trust is proud to support the Waukesha County Community Foundation. For more than 125 years, we’ve been meeting our clients’ financial needs while nurturing a culture of caring and a commitment to invest in the communities we serve. Because great returns can come from anywhere.

Nearly 250 community members came together on Wednesday, October 19,

2016, for our Giving Forward breakfast. The morning focused on charitable giving. Guests heard moving stories, learned about various non-profits and found out more about the Waukesha

County Community Foundation (WCCF).

Competitive grant awards were also announced at the breakfast. Twenty-three nonprofit organizations received $126,665 through 2016

WCCF grants.

Channel 58 News Anchor Michele McCormack emceed the event and the Waukesha North Chamber Singers and Arrowhead North Jazz Band provided entertainment.

Thanks to our signature sponsor Northern Trust along with support from Baird, Froedtert

& the Medical College, ProHealth Care and the WCCF’s Dalton Charitable Fund who provided

supporting sponsorship dollars.

How to Create a Charitable Fund

Donor Advised Funds allow you to make recommendations as to how distributions (grants) from the fund are spent. Although federal tax law requires that the Foundation make the ultimate decisions on grant distributions, we make every effort to follow your wishes. Donor advised funds operate much like a private foundation, but without the expense and tax-reporting requirements.

Field-of-Interest Funds are established to support unspecified programs or organizations in a general field of interest important to you, such as education, historic preservation, children, the elderly, the environment, or arts and culture.

Donor Designated Funds are established by you to benefit one or more specific organizations or programs.

Agency Funds are established by a nonprofit organizationto provide an annual source of income to support theorganization’s mission. An organization placing itsendowment with the WCCF directly benefits from inclusion in a large portfolio with access to experienced investment managers and administration of endowment services.

Scholarship Funds provide grants for educational purposes at both undergraduate and graduate levels. You may recommend an academic focus for your scholarship fund (such as nursing, the arts or engineering) and eligibility criteria (including financial need, academic merit, geographic residence and/or community service).

Creating a WCCF Fund is as easy as 1, 2, 3...1. Give it a name.2. Give it a purpose.3. Give it funds.

Unrestricted Funds are distributed for charitable purposes at the discretion of the board of directors. These important funds empower us to make strategic grants, where need and opportunity are greatest.

Waukesha County Community Foundation Operating Funds are endowments established to strengthen and support our continued philanthropic services to the community throughout Waukesha County. These funds are separate from all other funds and may be added to through donations.

How an Endowment Works• With a gift of $1,000, you can establish a fund for

almost any charitable purpose. Once the fund balancereaches $25,000 ($10,000 for Donor DesignatedFunds), it is able to begin making grants. The $25,000can be reached over a five-year period.

• The principal of your fund is never spent, and it can growover time to generate an increasing stream of fundingdevoted to your interests and the community.

• Earnings are used to make grants that meet communityneeds. Your gift – and all future income from your gift –is a permanent source of community funding that makesgood works possible, forever.

Giving through a community foundation offers a unique and powerful way for you to meet your philanthropic goals, whether you choose to establish your own endowment or contribute to a fund that already exists.

We’re here to help you make a difference in your community, leave a legacy and achieve your charitable vision. Whether you choose to embrace a specific cause or support an overall philanthropic effort, the Waukesha County Community Foundation (WCCF) will help you discover the power of endowed giving and define your charitable intent.

Individuals, families, corporations, institutions or nonprofit organizations may establish funds with the Waukesha County Community Foundation. We offer our donors many ways to meet their charitable goals.

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Waukesha County Community Foundation allows you to support what matters most to you.What’s more, it allows you to continue this important work in your name, long after you are gone. How will YOU make an impact?

• Empower Women and Girls• Strengthen Families• Preserve the Environment• Protect Animals• Support the Arts• Invest in Education

To get started, call 262.513.1861 today.

What would you like to do?

2727 N Grandview Blvd., Suite 301Waukesha, WI 53188