2017 AT A GLANCE

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2017 at a Glance

$169,575 Total Scholarships • 55 Total Scholarship Funds

296 Total Number of Funds • 17 New Funds in 2017

$3,375,515 Total Grants Awarded

$623,389 Community/Competitive Grants since 1999

98.5% of Grants made to Wisconsin nonprofits$2,157,404 in Waukesha County, $823,414 in Milwaukee County

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2017 at a Glance

Seated (left to right) Coreen Dicus-Johnson, Dave Provancher, Mervyn Byrd, Michael Duckett, Stephanie Riesch-Knapp, Ed Olson Standing (left to right) Laurie Wohlfiel, Curt Brewer, Shelli Marquardt, Dixon Benz, Ann Bartos Merkow, M.D., John Matter, Karin Kultgen, M.D., Jim Walden, Dennis Pollard, Ty Taylor, Shelley MichalskiNot pictured: Tim Beine, Pat Boelter, Jerry Couri, Kathy Gray, Chuck Palmer, Stu Wangard, Jane Stromwall

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.

Waukesha County Community FoundationBOARD OF DIRECTORS AND STAFF 3

Adaptive Community Approach Program (ACAP) – Support for the PlayMakers program which produces and performs a disability awareness production with an inclusive cast in collaboration with the Waukesha Civic Theatre.

Best Buddies – Expand the Waukesha County School Friendship Program at Summit Elementary and Greenland Elementary in Oconomowoc, building upon the 1,5000 students currently served in Waukesha County.

Big Brothers Big Sisters of Metropolitan Milwaukee (BBBS) – Bolster Waukesha County BBBS’ mentoring program at Hadfield and Whittier Elementary Schools in Waukesha.

Carroll University – Fund a scholarship for a minority or first-generation freshman for the 2019-2020 academic year.Centro Legal – Expand comprehensive legal aid and representation in family legal matters for The Women’s Center’s clients. Family Promise of Waukesha County – Provide consistent and proactive case management, ensuring short-term and

long-term success for guests and graduate families.Food Pantry of Waukesha County, Inc. – Purchase healthy foods to ensure equitable and adequate amounts of nutritious

food. Provide technology and signage for the Health on the Shelves initiative.Giving Voice to Mental Illness, Inc. – Provide pod cast support for readily–accessible, non-judgmental daily content, and

monitor and personalize responses on the Facebook page and Twitter feed.Greater Milwaukee El Sistema – Provide inspirational and character-building opportunities through music via a community outreach

series, master classes and events.Greater Waukesha Literacy – Launch adult basic-literacy classroom outreach pilot for county residents who face multiple barriers to economic independence. Hamilton Education Foundation – Expand the district’s Woodside Outdoor Learning Facility (WOLF) by increasing outdoor opportunities for additional schools and families at

current natural sites.Healing Hearts of Waukesha County – Provide Trauma-Informed Care training to facilitators and volunteers to serve and support grieving children and their families. Jubilate Chorale – Purchase a portable podium for conductor’s use at the concerts performed in area churches.Lad Lake – Increase the number of mentor visits with youth already in the program who have exhibited mental health problems, negative behavioral issues, anxiety, abuse, and neglect.Lake Area Free Clinic – Multiply the new dental services offered to low income, Medicaid, and uninsured adults in Waukesha County, providing regular dental care and prevention.Muskego Senior Taxi – Increase specialized transportation services provided to those with special needs in areas with limited public transportation. National Alliance on Mental Illness (NAMI) Waukesha, Inc. – Provide services for individuals experiencing homelessness, or those who are at imminent risk, who also have

a serious and persistent mental illness or a co-occurring illness through Projects for Assistance in Transition from Homelessness (PATH).Parents Place, Inc. – Support Inside-Out Dad, the evidence-based program designed specifically for incarcerated or recently released fathers.

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GRANTS

2018 WCCF Community and Competitive Grants - $130,400

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GRANTS

Pewaukee Area Arts Council – Feature a public display of 2-D and 3-D artwork from high school and college art students and their teachers at the 2019 Showcase of Art.

Seniors on the Go Taxi Service – Maintain and expand affordable transportation for differently-able adults.Sharp Literacy, Inc. – Expand the SHARP Program in Waukesha County through participation in Create Art with

Code workshops and enrichment programs.The Caring Place, Inc. – Support art and movement programs for seniors, including the Silver Sneakers exercise

group, music therapy, and art therapy.Thriving Waukesha County Alliance – Foster collaboration among Waukesha County Human Service providers to

increase capacity and effectiveness. Tricia’s Troops Cancer Connection – Focus on the practical concerns, out-of-pocket costs, and non-medical daily

living needs during the cancer journey through the People Power Program.Vita Nova Inc. – Help county residents who suffer with addiction and receive medication assisted treatment and

behavioral health counseling in their recovery.Waukesha Chorale Union – Produce live internet streaming of Wolfgang Amadeus Mozart’s Requiem in D Minor, a

free, community event featuring a 100+ chorus, orchestral instrumentation, and four guest soloists.Waukesha County Community Dental Clinic – Increase the number of children who receive comprehensive

dental care throughout the Healthy Smiles for Tots and Teens Program and identify low-income children in the county who do not have a dental home.

Waukesha County Historical Society and Museum – Update software system to an online public access catalog, allowing global online access to historical collections.

Waukesha County Land Conservancy – Support the restoration of the 83-acre Meyer property, a rare, globally imperiled oak ecosystem.

Wildlife in Need Center, Ltd. – Provide environmental education, which promotes living harmoniously with wildlife, through outreach programs to schools and other groups.

Wisconsin Philharmonic – Present The Joyful Sounds of Christmas, a performance which will include Hartland and Waukesha North High School Choirs, Waukesha Choral Union, Jubilate Chorale, and Milwaukee Children’s Choir. Additionally, NAMI will facilitate a pre-concert conversation focusing on mental health and the positive impact of music.

Wisconsin Women’s Business Initiative Corporation – Offer fair and responsible capital, business education, training, and support through a proactive technical assistance model.

YMCA of Greater Waukesha County – Provide support to LIVESTRONG® at the YMCA, a 12-week physical activity and well-being program designed to help adult cancer survivors reclaim their total health.

Zachariah’s Acres, Inc. – Expand the accessible raised gardens allowing children and young adults with special needs to learn about the environment, the source of health food.

2018 Carl J. Patrinos and Audrey Z. Patrinos Charitable Endowment Fund Grant - $34,500Competitive grants from this fund provide assistance for 67 students to receive a Catholic education at Catholic Memorial High School, Waukesha; St. Joan of Arc School, Nashotah; and the Waukesha Catholic School System.

ORGANIZATION ENDOWMENT FUNDSACAP FundBlessings in a Backpack Waukesha County FundBryon Riesch Paralysis Foundation Charitable and Scholarship FundChristmas Clearing Council of Waukesha County FundEaster Seals Future Centennial FundElmbrook Education Foundation General FundElmbrook Humane Society FundEras Senior Network (Interfaith Waukesha County)Food Pantry of Waukesha County FundGreater Milwaukee El Sistema Endowed FundHAWS: Future Projects FundHope Center FundKMEF Tennis FundLa Casa de Esperanza FundLindenGrove:

• Benevolent Care Fund• Life Enrichment Fund• Linden Court-Waukesha Garden of Fond Memories Fund• New Berlin Life Enrichment/Franz Fund

Milwaukee Animal Rescue Center Legacy FundMontessori School of Waukesha FundMukwonago Community Library Capital Endowment FundMukwonago Community Library Endowment FundNAMI Waukesha Inc. FundNew Berlin Public Library FundPark Foundation of Waukesha Fund

Peak Nordic Ski Club FundPhantom Lake YMCA Camp 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

WaterStone BankWaterStone Bank FXWaterStone Bank GLWaukesha Civic Theatre FundWaukesha Civic Theatre John. J. Bryant III Curtain Call Club 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 FundWaukesha Sunrise Rotary Club Charitable FundWCCF Administrative FundWaukesha Education Foundation General Endowment FundWheaton Franciscan-Elmbrook Memorial FundWildlife In Need Center FundYouth Community Grants Fund

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FUNDS

WAUKESHA COUNTY COMMUNITY FOUNDATION FUNDS as of September 2018

•

PROJECT FUNDSCity of Waukesha Landmarks Commission FundKatelyn Ann Fennig Memorial FundMontessori School of WaukeshaMusic in Cutler Park FundPublic Art Project FundSalud Wellness Retreat FundSouthwest Aquatic Team Muskego High School Pool FundSouthwest Aquatic Team Whitnall High School Pool FundSpotlight on the Future FundSt. Joseph’s Medical Clinic, Inc.Waukesha Academy of Health ProfessionsWaukesha Engineering Preparatory Academy Fund

SCHOLARSHIP FUNDS Arrowhead High School Scholarship Fund (13)Elmbrook Education Foundation General Fund (10)Glenn R. Davis Scholarship FundJulia Nestingen-Palm Art Fest Scholarship FundKen Gardner Five Diamonds Scholarship FundKettle Moraine Education Foundation General Scholarship Fund (5)Knights of Waukesha Scholarship FundScholastic Fund for Students of Hispanic DescentStowell Family Scholarship FundTed Kanavas Scholarship FundWaukesha Education Foundation General Scholarship Fund (26)Waukesha Sunrise Rotary Club Scholarship FundWomen and Girls New Hope Scholarship FundWomen and Girls New Hope Trades Scholarship Fund

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

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FUNDS

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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 FundCANIF FundCarroll and Jim Bolger Family FundChet and Helen Goff FundDan and Chris Blask Family Fund for Hope CenterDave 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 FundJudy Jester ERAs Senior Transportation FundKMEF Board Restricted Endowment FundKMEF Executive Director FundKMEF Impact FundKohls-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 A

Milton 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 WayThe Fund for Habitat for Humanity of Waukesha CountyThe Fund for Salem United Methodist ChurchWaukesha State Bank First Presbyterian Church Fund

FUNDS

Waukesha State Bank Presbyterian Homes/Avalon Square FundWaukesha State Bank Salvation Army FundWEF - Waukesha Business FundWEF Waukesha South Orchestra FundWinchell Family Phantom Lake YMCA Camp FundWomen and Girls Kay Ruekert Lettenberger Endowed Fund for Alzheimer’s

DONOR ADVISED FUNDS The WCCF is proud to partner with 97 individuals who have established WCCF Donor Advised Funds. To see the complete listing of all of these funds, please visit www.WaukeshaFoundation.org

We never forget the special people who have touched our hearts and made a difference in our lives. Since January 1, 2017, charitable gifts were made in honor or memory of the following individuals:HONORARIUM Nico Fazzio • Dave Helling and Bonnie Birk • Tammy Langhoff and all of the children she is helping at the Treffert Center and beyond • Savannah Ludtkev • Kay Ruekert Lettenberger • Mary Madden • James Philhower • Al Shook • Robb Syverson

MEMORIALArchie Badura • Jay Balchunas • Carol Bastor • Roger Bedalov • Hazel Bethke • John Boie • Mary Ruth Shannon Stoneham Bond • Jeff Borkowski • Justice William Callow • Mary Jean Carlson • Frederick C. Christensen • Debra Ciohon • Janice Conrad • Donald Cousineau • Ruth Cullen • Pauline Dalton • Norm Day • Lda Deppert • Sally Detienne • Darrell Doran • Wes Ehkle • Mary Estenik • Katelyn Ann Fennig • Katie and Jeff Fennig • Anne Foster • Ray Foster • Shirley Graf • Dr. David Hellg • Mary Jean Jacobson • Vickie Jakubowski • Carmella Kacheris • Ted Kanavas • Dr. Jim Mack • Sally Martins • Pat McHugh • Molly McNulty • Rhody J. Megal • Edward Meyers • Sally Jo Michalko • Shawn Mueller • Julia Nestgen-Palm • Charles Osborn, Sr. • Cole Philhower • Jeri Phillips • Gerry Reichert • Dr. Rock • Joan Rock • Keith H. Rupple • Keith Rupple • Rosalie Schober • Tom Senn • Mr. Lauren Shirley • Ross Sibley • Grace Singsime • Doris Vanderburg-Bloede • Brian Yagoda • Lester Zank • Alfred Zietlow Jr.

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FUNDSTo see a complete listing of all of the

WCCF funds, log on towww.WaukeshaFoundation.org.

HOW DOES THE WAUKESHA COUNTY COMMUNITY FOUNDATION WORK?

IT STARTS WITH

DONORS

WITH A

PASSION

ARTS EDUCATION COMMUNITY WELLNESS

ANIMALS ENVIRONMENT

INDIVIDUALS CORPORATIONS PRIVATEFOUNDATIONS

NONPROFIT ORGANIZATIONS

WHO USE THEIR

GIFTS

TO CREATE

FUNDS.

Types of FundsDONOR ADVISED

DONOR DESIGNATEDPROJECT AGENCY

SCHOLARSHIPFIELD OF INTEREST

governed by an agreement between WCCF and the donor

DISTRIBUTIONS FROM FUNDS FULFILL THEIR CHARITABLE PASSIONS THROUGH

SCHOLARSHIPS FOR STUDENTS

GRANTS TO CHARITABLE

ORGANIZATIONS

THE WCCF TEAM • MEETS WITH DONORS TO

DETERMINE WHICH TYPE OF FUND MATCHES THEIR GOALS

• ASSISTS DONORS WITH GIVING COMPLEX GIFTS

• HELPS DONORS GROW FUNDS

• PROVIDES REGULAR STATEMENTS ON FUND ACTIVITY

• OFFERS EXPERTISE ON COMMUNITY NEEDS

• PRESERVES DONORS’ WISHES IN PERPETUITY

CASH

SECURITIES

REAL ESTATE

RETIREMENT

FUNDS

INSURANCE

BEQUESTS

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

FOR MORE INFORMATION CONTACT

James S. Reeve, III Senior Vice PresidentWealth Strategist414-905-7766 or jsr3@ntrs.com

northerntrust.com

125 YEARS OF ENRICHING COMMUNITIES. 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. It’s all part of being a good neighbor.

The Waukesha County Community Foundation (WCCF) applies an administrative fee to each fund, which supports the bookkeeping and auditing of each fund, as well as staff time devoted to investment oversight, making grants, acknowledging contributions and exercising the required due diligence over grants to nonprofits or scholarship recipients. With support from these administrative fees and direct gifts for operations, the WCCF can respond to community needs, convene organizations around important issues, track community trends and serve as a conduit to bring new charitable resources to the county.

In this sense, fees are more than simple charges for the delivery of professional services associated with funds; they are an important contribution to the community itself.

The fees stated are the annual fees; fees are charged to the fund quarterly based on the average fair market value of assets. Occasional expenses directly attributable to a particular fund, such as legal fees and awards, are charged directly to a fund. Please note, additional fees may apply to funds or gifts requiring special handling.

For additional information or specific inquiries, please contact the Foundation at 262-513-1861.

Type of Fund Annual Fee

Organization Endowment Funds Donor Advised Fund

1 % on first $1 million in market value .8% on next $3 million in market value

.3% on balances over $4 million in market value

Donor Designated Funds 1%

Field of Interest Funds 1%

Unrestricted Funds 1%

Artesian Funds 1%

Scholarship Funds 1%

Project Funds 2% on deposits

Schedule of Standard Fees

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TOP 10 reasons to give through a Community Foundation

1 We are a local organization with deep

roots in the community.

We offer maximum tax advantage for most gifts under federal law.

Our funds help people invest in the causes they care about most.

We partner with professional advisors to create highly effective approaches to charitable giving.

We accept a wide variety of assets and

can facilitate even the most complex forms of giving.

We build endowment funds that benefit the community forever and help create personal legacies.

We are a community leader, convening agencies and coordinating resources to create positive change.

2Our professional staff provides personalized service tailored to each individual’s charitable and financial interest.3

We multiply the impact of gift dollars by pooling them with other gifts and grants.8

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It takes only $1,000 to start the journey to

becoming a philanthropist.

9 102727 N. Grandview Boulevard Suite 301Waukesha, WI 53188

262-513-1861

WaukeshaFoundation.org