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2012 Annual Report Smoky Hills Charitable Foundation “Building the Community You Want!”
2012 Annual Report 2
Our Mission is to meet charitable community needs through leadership, grants, and services. The Foundation achieves its missions by:
Building permanent endowments which can benefit local communities
Inspiring and enabling donors to fulfill their charitable desires
Facilitating prudent management and care of funds
Increasing the capacity of nonprofit organizations to fulfill their individual missions
Advocating for issues which promote community philanthropy
Facilitating grants, awards, and scholarships
Contents (Information in this report reflects Foundation activity for FY 2012, July 1, 2011 through June 30, 2012.)
Letter from the Board Chairman… 3
Board of Directors… 4
Ten Reasons to Help Build the Foundation... 4
Charitable Bequests … 5
2011-2012 Donors… 6-11
Foundation Funds & Grants… 12-15
Founding Donors...16 Sustainers… 16 GROW II/Donation Form… 17
Foundation Finance… 18-19
3 Smoky Hills Charitable Foundation
Letter from our Board Chairman… Dear Friends, Last year the Foundation received a $300,000 matching grant from the Kansas Health Foundation. As a result of this grant, the Foundation was about to embark on a new path of answering the call to receive matching funds to help build the Foundation’s Operating Fund and a new Healthy Living Fund. To date, the Foundation has received over $290,000 in gifts and has earned matching dollars totaling about $110,000. The challenge was daunting at first but the board was committed to accepting the challenge. The Foundation owes a huge thank you to all the donors who have made this possible. The Foundation hopes to be able to start awarding grants from the Healthy Living Fund during the next fiscal year. Grants from this fund will go to programs that support healthy living, environments, and behaviors, improving the living conditions in Ellsworth County and the health of its residents. The board has 4 years to obtain the $300,000 and use it to build the Foundation, and they don’t want to miss an opportunity to bring money from outside Ellsworth County, into Ellsworth County. This year the Foundation hit a milestone, exceeding $1 million dollars in assets. Building permanently endowed funds is a challenge as we are an instant gratification society and permanently endowed means only the income can be used for grants. It takes patience for the funds to grow and to limit spending to just the income, but the rewards are great. Once a fund is established, it becomes a permanent source of income that will always be here giving, and giving, and giving beyond the original amount put in the fund. Never doubt that a small group of thoughtful, committed people can change the world. Indeed, it is the only thing that ever has. ~ Margaret Mead The Foundation has been and will continue to be committed to building endowed funds as a means to serve charitable causes in Ellsworth County. Thank you to all the donors who are helping the Foundation change the world , one home at a time , starting with ours—Ellsworth County.
Sincerely,
Sara Soukup, Chairman
Helping Build Communities!
2011-2012
Board of Directors
Sara Soukup, Chairman Vern Schepmann, Co-Chairman
Eleanor Hunter, Secretary Heather Barta
Pat Bender Marvin Bush John Henley
Pat Mollhagen Frank Toman Karen Wacker
In Memory of Eleanor Hunter
Nelson Henderson said, “The true meaning of life is to plant trees under whose
shade you do not expect to sit.” The work
that Eleanor Hunter did for her community and the
Foundation will never be forgotten and we will
remember her when sitting under a shade tree that she
helped plant.
Ten reasons to help build the Foundation
One We are a local organization with deep roots in the community.
Two We are an affiliate with the Greater Salina Community Foundation who has staff with broad expertise regarding community issues and needs.
Three We provide personalized service tailored to each individual’s charitable and financial interests.
Four Our funds help people invest in the causes they care about most.
Five We accept a wide variety of assets, and can facilitate even the most complex forms of giving.
Six We partner with professional advisors to create highly effective approaches to charitable giving.
Seven We offer maximum tax advantage for most gifts under federal law.
Eight We multiply the impact of gift dollars by pooling them with other gifts and grants.
Nine We build endowment funds that benefit the community forever and help create legacies.
Ten We are a community leader, convening agencies and coordinating resources to create positive change.
2012 Annual Report 4
Charitable bequests are the most frequent type of planned gift made to charity. They can be created with different types of assets including land, retirement assets, or insur-ance. The estate receives a charitable deduction for the full amount given, so heirs pay no estate tax on the gift. Charitable bequests are a great way to build your legacy at the Foundation while still maintaining control of needed as-sets during your lifetime. A bequest may be made to the Foundation in several different ways: Gift a percentage of your estate Gift of a specific dollar amount or asset Gift from the balance or residue of your estate
Charitable Bequests: Start building your legacy now
3 steps to a bequest 1. Update your will, trust or beneficiary designation to the
Smoky Hills Charitable Foundation. We can provide your professional advisor with recommended language to make this a seamless process.
2. Determine your charitable legacy— education, your church, the arts, human services, etc… The options are endless.
3. Contact the Foundation to fill out a Fund for the Future fund agreement. This simple two page agreement can be revised over the years through our office without any attorney or court fees.
5 Smoky Hills Charitable Foundation
2012 Annual Report 6
Building Future Funds
The Foundation could not exist without donors and is blessed every year with a multitude of generous donors. These gifts are contributed to a variety of funds here at the Foundation and touch several different charitable causes. Some gifts are large and some are small, but they all help build not only the Foundation, but our community!
Howard & Sandy Adams Keith & Lu Adams Daniel & Patricia Allen Robert A Anderson Law Office Thomas & Norma Andrews Anonymous Kristen Axelton Stephen & Cheryl Baar Deborah Bach Bank of Holyrood Exie & Pamela Barber Parma Barnhill Richard & Heather Barta Roberta Bartlett David & Mary Alice Bartunek Georgina Bates Beaver Grain Corporation, Inc. William & Juanita Beck Gregory & Cynthia Bender Pat Bender Kenny & Marcie Beneda Bennett & Schulte Oil Company Alice Bettenbrock Dale Bettenbrock Donna Lee Bettenbrock Jack & Mable Bettenbrock Rick & Paula Bigham David & Nancy Bircher Blue Stem Auto III Robert & Elnora Boatright Don & Cheryl Boling Jan Bontrager
Patti L. Booher Raymond & Mary Annette Bourne BP Fabric of America Fund Donald & P. Branda Larry & Clydene Branda Sandra Sue Branda Monty & Debora Breneman Mackenzie Britton Todd & Karen Britton Sam & Lana Brock Diana Brooks Michael & Leslie Brooks Don & Angela Browning Keith & Cynthia Bruning Patrick & Patricia Bryant Wesley & Brenda Buehler Ruth Burgenger Vincent & Jamie Burnett Veta Burress Marvin Bush Jean Campbell Peter & Kathleene Carreon Janet Carswell Jacob & Amy Charvat Michael & J. L. Chase Michael Choitz Ralph & Evelyn Choitz Ray & Carol Christiansen Thomasa Cisneros Citizens State Bank & Trust City of Ellsworth
2011-2012 Donors
7 Smoky Hills Charitable Foundation
City Plumbing, Heating & Air Conditioning, Inc. Frances Claussen Terri Collazo & Carole Davis Rick Connally David & Stanna Cox Arleen Craig Kim Cranston Jack & Marsha Crook Arkala Cullens Kent & Janell Cunningham Malinda Cunningham Maynard & Deanna Cunningham Ronald & Barbara Davis Scott & Linda Davis Stacey Davis Keith & Susan Dittman Joseph & Kristi Divietro Angela Dlabal Janzen Ron & Wanda Dodson Charles & Virginia Dolezal John & Dawn Dolezal June Dolezal Elmer & Alice Donley Terry & Sandy Donley The Dorothy Law Firm LLC Nina Doubrava Rose Doubrava Mr. and Mrs. Henry Duryee The Ellsworth Coop Ellsworth Correctional Facility Ellsworth County Cancer Fund Ellsworth County Health Care Foundation Ellsworth County Independent/Reporter Ellsworth County Medical Center Ellsworth County Treasurer Ellsworth Ready-Mix, Inc. Ellsworth Volunteer Firefighters Ellsworth-Kanopolis Area Chamber of Commerce Janice Essick
F & M Drug, L.L.C. Alan & Laura Fabrizius Lloyd & Janet Fehr Law Office of Robert Feldt P.A. Iris Ferguson Kris Finke William & Chelsea Finke Finke's Retail Liquor Store First Bank Kansas First Baptist Church Joni Franklin Brian Frederick Connie Frederking Troy & Stacey Frimmel Lacy Froese Deborah Furgason Gary Furgason Rex & Connie Gallentine Gerry & Judy Gebhardt Paul & Naomi Gebhardt Gene's Heartland Foods George Eschbaugh Advertising, Inc. Gil Corp, Inc. Good Samaritan Society - Ellsworth Village Erin Grandstaff R. L. & E. K. Grauer Scott & Phyllis Gray Great Plains Manufacturing, Inc. Paula Greathouse James & Mona Guilfoyle Betty Jane Gwinner Bill & Lila Gwinner Craig & Brenda Gwinner Lloyd & Erna Haase V. P. & G. M. Habiger Randy Hager Timothy & Cara Hall Donald & Garnell Hanson Mary Hanzlicek Memorial Scholarship Trust Todd & Wanda Hanzlicek
Herbie & Phyllis Harris Douglas Harthun Vickie Haun Hay Construction LLC Thomas & Vicki Jean Hay Mr. and Mrs. Robert P. Heath John & Michelle Heckele Steven & Cindy Heinze Greg & Cee Heller Pat Helus John Henley Matt & Shirley Henthorn Mark Herzog Mary Herzog Charles Hess Amy Hill Hi-Plains Sand, Inc. Edward & Mildred Hlad Frank & Leanne Hlaus Hoffhines Marketing & Communications Jane Hogan Jeffrey & Barbara Holm Robert & Ruth Hulse Susan Hulse Eleanor Hunter Mr. & Mrs. Leroy Huseman ICH Trust Ideal Real Estate Christina Iskandar Jackson Farms Kerry & Cynthia Jackson Stacey Jackson Dale & Nancy Johnson The Johnston Law Offices, P.A. George & Ann Jones Victoria Kaiser John & Kay Kanak Kanopolis Sunflower Civic Club Kansas Dept of Corrections
Kansas Health Foundation Amos Katzenmeier Keri Ann Katzenmeier William & Tiffany Keegan Jay & Penny Kelly Steve Kelly & Pamela Parco Dennis & Jennifer Kepka Terry & Agnes Kepka Timothy & Marchelle Kerbs Kirkham, Michael & Associates, Inc. Rebel & Christina Kline Craig Kohls Scott & Barbara Kohls Charles & Debra Kootz Donald & Ilene Kozisek Harold & Jessie Kralik Marvin Kralik & Debra Stroede-Kralik Bradley & Karen Kratzer Donna Kroll Shannon Krysl Karen Kuehling Katherine Kuehling Donald & Margie Kufahl Roger & Barbara Kvasnicka Ronald & Theresa Kyler Leonard & Nancy Lamia Ted & Rosa Landon David & Kerstin Lang Ronald Lawrence Jimmy & Margery Lawson C J Lett Kimberly Lett Lisa Lindsley Marcia Linton Kristy Lloyd Bobby & Myra Long Tori Long The Lorraine State Bank
2011-2012 Donors (continued)
2012 Annual Report 8
Lyons Federal Bank Donna Lytle Alice Macek Terry & Vaudine Maddux Thomas & Heddy Mahoney Richard & Nancy Main Diane Major Steven & Lisa Major Eugene Malir Wilma Mall Robert & Stephanie Manes Scott Mann Jerry & Sharon Marsh D. & K. Martin Michael T. Martin Penelope Massa Jeff & Kathy May Mason & Lesta May Dora Maze Cynthia McAtee Carrie McCarthy Roger & Janice McCaulley Dwane & Cathlene McClain Michael McElroy Kyle & Tami Jo McGreevy Oliver McMillan Sylvia McNeal Jon & Susan Mehler Justin & Trisha Mermis Fredrick & Patty Miller Jessica Mitchell Adam Mog Craig & Debbie Mog Frederick & Betty Lou Mog Shannon Mog Jon & Patricia Mollhagen Stanley & Kathryn Mollhagen Moly Manufacturing, Inc. Susan L. Montague Bruce Moore Jerome Morgan Evelyn Morrical
Jonathan & Keri Murphy Robert & Jina Murrell Bruce & Judy Nett Allen Nicholas Estella Nuss Michael & Diane O'Connor J.A. Odell Donald & Phyllis Ogburn Alan & Wilma Olds A. W. & Doris Oller Cliff & Deana Ostrom Steve & Linda Owens Richard & Pamela Pancake Donald & Carol Panzer Scott Parish Ann Parr Parsons Funeral Home David & Pamela Pelzel Charles Pence Timothy & Marjorie Pence Samuel & Janet Peppiatt Rick & Mary Perkins Randall & Nancy Peschka Peterson & Kasper John & Christine Pfeiffer Cathy Pflughoeft Lester & Evelyn Pflughoeft Lois Pflughoeft Rickie Pflughoeft Sandra Pflughoeft Pizzaco, Inc. Shawn & Kendra Jo Ploutz Frank Princ Roger & Jan Prochaska Lois Pruitt Pyle Law Office R&S Snack Shack Robert & Shirley Raney Shirley Raney Duke & Geri Ranker Cory & Cheryl Rathbun Ronald & Betty Rathbun
9 Smoky Hills Charitable Foundation
John & Ann Ratzlaff RDR Convenience Loren & Callie Reber Dorothy Remley Tom & Karin Renard Mitchell & Angela Rice Don & Linda Richards Andrew Ridinger Tanner K. Rippen Louanna Robinson Robson's Card & Gift Shop Ignatius Rodriguez Leon & Juanita Rodriguez Rods Ribs & Rock Rolling Hills Electric Cooperative, Inc. RTD Inc. DBA Ellsworth Steak House Salina Regional Health Foundation Harold & Jean Sanders Alice Sankey Santa Fe Trail Chapter of Thrivent Financial for Lutherans Martin & Cherie Sauers Preston M. Sauers Schellinger-Jackson Farms Schellinger's Vern Schepmann Sara S. Schmidt Thomas & Kathy Schroeder Caleb D. Schultz Agency, LLC Delvin Schultz Larry & Zorhayda Sears Dallas & Lynda Seifers Seitz Drug Co, Inc. Roy & Elaine Shaw Megan Sheldon Sherman, Hoffman & Hipp, LC Mark Shields Kevin Shoemaker
Nick & Glorene Slechta Brian & Nissa Smith F. D. & Carol Snedden Lonnie Soukup Agency LLC Larry & Sara Soukup Stephen & Jane Soukup Rosemary M. Spaun Living Trust St Pauls LWML St. Ignatius Loyola Parish Lori Steinle Erin Stevens David & Nancy Stonebraker John & Linda Strella Michael & Beverly Stroede Douglas & Geralyn Sulsar Louise Sumner-Garst Ron & Pat Svaty SWCCW Altar Society Cleodene & Ruthella Tabler Daniel & Lorie Taylor Terina Templeton Dorothy Thomas Teresa Thompson Darrell & Gloria Jean Thrasher TK & Company, Inc. Frank & Judy Toman Wendell & Shirley Truhlar United Methodist Men United Methodist Women Donald & Sharon Urbanek Meredith Vargo Larry & Beverly Vasko Victor Bros. Auction & Realty, Inc. Frank & Jeri Vondra Steven & Susan Vondracek Gary & Vicki Wacker Robert & Karen Wacker Season Wacker Tisha Wacker Gladys Wagner
2011-2012 Donors (continued)
2012 Annual Report 10
Linda Wanek Bill & Marilyn Warnock Elizabeth Barrett Watson Alan & Roberta Waymaster Amy Webb D. D. & Pamela Weeks Jeff Weeks Neva Westerman Randy & Janet Whisenhunt White's Construction Co. LLC Alicia Widdows
Wilson High School Wilson State Bank Wind Capital Ventures, LLC Joseph Wolf Bernard & Mary Ann Wondra Thelma Wong Mr. & Mrs. Horace Wooten John & Barbara Yeary Mike & Susan Young Loren & Sherith Zelenka John & Marilyn Zimmerman
Memorials A charitable gift is a wonderful way to remember someone you love or admire. The Foundation received gifts made in memory of others throughout the year. This year, gifts were received in memory of: Eleanor Hunter Jerry Paden Ilene R. Kozisek Stanley D. Mollhagen Barbara Jo Bettenbrock Smith Bud Turner
11 Smoky Hills Charitable Foundation
* Denotes a new fund
Making grants— It’s what we do at the Foundation. (Well, it is not the only thing that we do, but we do a lot of it!) At the core of our work, we make grants from funds entrusted to us by donors to fulfill charitable needs. Some grants have specific guidelines for funding, while others are open to a broad range of charitable options. Since inception, SHCF has awarded $201,340 in charitable grants.
Smoky Hills Community Fund This unrestricted grant fund allows the Foundation the flexibility to meet current community needs. Grants are awarded throughout the year through a competitive grant process. Funding for this grant program comes from donations, memorials, and other gifts to the Smoky Hills Charitable Foundation. Gifts of any size are welcome additions to this important community grant fund and will help earn a 50% match from the Kansas Health Foundation’s GROW II matching grant program. $500—City of Holyrood: To help fund new playground equipment at the Holyrood City Park. $450—Ellsworth County Council on Aging, Inc.: To help fund public transportation for Ellsworth County Senior Citizens. $550—Ellsworth County Historical Society: To purchase electrical supplies to replace the wiring at the Hodgden House Museum in Ellsworth and the Commanding Officer’s Quarters in Kanopolis. $1,818—Ellsworth Jr./Sr. High School: To help purchase new educational equipment for the school library. $1,095—Holyrood Volunteer Fire Dept.: To help purchase three new two-way radios. $1,000—Kanopolis Public Library: To help with a new “Tween/Teen” room at the library. $1,000—Lang Memorial Library: To help with a bathroom renovation.
Foundation Funds & Grants
2012 Annual Report 12
Organization Funds The Foundation partners with nonprofit charitable organizations which are making a difference in our community through direct service to our neighbors. Charitable organizations can establish endowments in the Foundation that provide an income stream back to them to further their charitable work, or continue to grow for future needs. Contributions to these funds come from donors and from the organizations themselves.
Current Funds J.H. Robbins Memorial Library Fund
Organization Fund 2012 Grantees Total grants: $0
Scholarship Funds Scholarship funds allow donors to provide educational opportunities for graduates of certain schools, for specific funds of study, or for study at particular institutions. With guidance from Foundation staff, donors can outline eligibility and selection requirements.
Current Funds Geraldine L. Anschutz Memorial Scholarship Fund Mary Hanzlicek Memorial Scholarship Fund Eleanor Hunter Scholarship Fund Jack R. Janousek Memorial Scholarship Fund Fran Malir Memorial Scholarship Fund Charles & Velma Westerman Scholarship Fund
Scholarship Fund 2012 Grantees Total grants: $8,232.98 Paid from July 01, 2011 through June 30, 2012 Patricia Ball, Garden City Community College Zach Beach, Barton County Community College Jordann Bell, University of Kansas Charlie Cowles, Barton County Community College Jacob Cox, Kansas State University Bryant Davis, Fort Hays State University Justine Dlabal, Kansas State University Rikki Ernst, Brown Mackie College Sheradin Fabrizius, Wichita State University Allison Lake, Kansas State University Lacey Major, Barton County Community College Melony Martinez, Barton County Community College Trenton Ptacek, Colby Community College
13 Smoky Hills Charitable Foundation
Taylor Schoenhofer, Kansas State University Olivia Soukup, Fort Hays State University Cole Spears, Pratt Community College Ashley Zelenka, Kansas State University
Designated Funds For donors who know exactly what or whom they want to support, Designated Funds are the answer. Donors establish an endowed fund for their favorite charity or charities. The Foundation administers annual grants from the fund in the donor’s name, forever. In the event a designated charity no longer exists, the Foundation ensures that annual gifts are redirected to an appropriate charitable need, all the while keeping in mind the donor’s original intent. Current Funds Kansas Health Foundation Operating Fund for Smoky Hills*
Designated Fund 2012 Grantees Total grants: $0
Donor Advised Funds A donor advised fund gives donors all the benefits of a private Foundation without the hassle and with better tax advantages. Once the fund is established, donors suggest grants to support their favorite charities. The Foundation handles investment, administration and correspondence.
Current Funds Helen & Will Shanelec Fund Sundin Trust, Randy V. Mills & Judy S. Mills, Trustees Fund USD 327 Student Benefit Fund
Donor Advised Fund 2012 Grantees Total grants: $970 Good Samaritan Society
Field of Interest Funds Field of Interest funds allow donors to designate a specific issue or geographic area for grant making, but not specific organizations. Grants are made through an application process administered by the Foundation. Sometimes an advisory group with expertise in the field of interest is utilized in the grant review process.
Foundation Funds & Grants (cont’d.)
2012 Annual Report 14
Current Funds Ellsworth County Cancer Fund Joyce Nagel Health, Education & Recreation Fund Kansas Health Foundation Fund for Smoky Hills* Smoky Hills Healthy Living Fund USD 112 Central Plains Fund Field of Interest Fund 2012 Grantees Total grants: $1,550 Casey’s General Stores, Inc. (The Foundation purchased gift cards to assist cancer patients with the cost of travel to receive treatments.)
Other Funds Smoky Hills Administrative Fund
15 Smoky Hills Charitable Foundation
Partnering with the Kansas Health Foundation to Build Communities
After a successful first year in the Kansas Health Foundation’s GROW II program, SHCF was awarded $60,000 in matching dollars from the KHF to establish two new funds— The Kansas Health Foundation Fund for Smoky Hills, a public health fund, and The Kansas Health Foundation Operating Fund for Smoky Hills, an endowed operating fund. They were also awarded a $10,500 operating grant for meeting certain benchmark requirements. Grants from the Kansas Health Foundation Fund for Smoky Hills will support public health initiatives for Ellsworth County that promote healthy lifestyles, behaviors and environments. Grants from the Kansas Health Foundation Operating Fund for Smoky Hills will help support SHCF’s annual operating expenses. Since starting the Kansas Health Foundation’s GROW II Challenge in 2010, the Foundation has increased its assets to over $1 million dollars.
A Solid Base: Our Founders
Individuals & Families Anonymous Anonymous Arleen Craig James H. & Mona J. Guilfoyle Alice Macek Stanley & Kathryn Mollhagen
The Founding Donors built the base on which the Foundation’s success stands on today. We are forever grateful for the support of these gener-ous donors who heard the story and believed in the vision of the Smoky Hills Charitable Foundation. Because of them, we are truly building a better community.
Building our Future: Our Sustainers Like our Founders, we are forever grateful for the support of these gen-erous donors who continue to believe in the vision of the Smoky Hills Charitable Foundation. With their support, we continue to build the Foundation resulting in better communities for future generations.
Individuals & Families Mr. & Mrs. Harold Grant Mr. & Mrs. Donald J. Hunter Doc & Lu Jarus Mr. & Mrs. Donald Kozisek Jon D. & Patricia L. Mollhagen
Business Entities Citizens State Bank & Trust Co. H & B Communications, Inc. Kirkham, Michael & Associates, Inc. Stumps Charitable Trust Sundin Trust, Randy V. Mills & Judy S. Mills Trustees
2012 Annual Report 16
Q. Are you interested in joining these Sustainers to help build our community? A. If yes, contact us for more information.
Business Entities Ellsworth Co. Health Care Foundation Ellsworth County Banks— Bank of Holyrood Citizens State Banks and Trust Co. First Bank Kansas The Lorraine state Bank Wilson State Bank Gil Corp, Inc. Great Plains Mfg., Inc. Smoky Hills Charitable Foundation Board of Directors Wind Capital Group
(All funds are listed on pages 12-15)
(Name)
A GROWing Opportunity! The Smoky Hills Charitable Foundation is in its second year of a $300,000 matching grant challenge through the Kansas Health Foundation’s Giving Resources to our World (GROW II) Healthy Kan-sas Initiative. New endowed gifts to qualifying funds at SHCF through 2016 will help earn either a 50% or a 25% match from the Kansas Health Foundation. Matching dollars earned by SHCF will go towards a public health fund to benefit Ellsworth County as well as an administra-tive fund to support the Foundation’s efforts.
How can you participate? A donation of any size will earn a match from the Kansas Health Foun-dation. No gift is too small. Gifts of $25, $10, or even $1 can be made to any of the below funds and help Ellsworth County GROW!
I would like to be part of this GROWing opportunity with a $______________donation to the following fund(s):
(Address)
(Email)
(Phone)
I wish to remain anonymous.
Please make checks payable to SHCF and mail to: P.O. Box 265, Ellsworth, KS 67439
(City, State, Zip)
To earn a 50% match...
__ Smoky Hills Community Fund
__ Smoky Hills Administrative Fund
To earn a 25% match...
__ J.H. Robbins Memorial Fund
__ Ellsworth County Cancer Fund
__ Joyce Nagel Health, Education & Recreation Fund __ Helen & Will Shanelec Fund
__ USD 112
OR any other fund of my choice at SHCF:
___________________________________ (I understand this fund will not earn a match.)
__ Smoky Hills Healthy Living Fund
17 Smoky Hills Charitable Foundation
2012 Annual Report 18
GSCF Investment Portfolio 2nd Quarter 2012
Trailing 1 Year
Trailing 3 Years
Trailing 5 Years
Inception to Date (12.5 years)
- 3.06%
+ 0.65%
+46.16% Absolute +13.49% Annualized
+ 8.85% Absolute + 1.71% Annualized
+69.18% Absolute + 4.29% Annualized
$0 .5 1.0
Millions of Dollars
SHCF Total Assets
SHCF Assets by Type Donor Advised– 24%
Administrative– 1%
Designated– 3%
Field of Interest– 26%
Organization– 2%
Scholarship– 20%
22%
3%
20%
2% 26%
24%
Investment Info
The Foundation be-lieves the best long-term performance
will be achieved through a balanced portfolio consisting of 75% equities and 25% fixed income
and cash.
As an affiliate of the Greater Salina
Community Foun-dation (GSCF), the funds at the Smoky
Hills Charitable Foundation are pooled together
with all the funds held by GSCF and their affiliates. The funds are invested with Vanguard and governed by a local Finance Committee
at GSCF.
We are confident in our performance
and rate well when compared to other investment pools.
Our 5 year annual-ized return is
1.71%, which rates higher than the
75% S&P 500 Stock Index + 25% Bar-clays Intermediate
Bond Index of 1.67%.
Foundation finance
Unrestricted– 24%
1%
19 Smoky Hills Charitable Foundation
Statement of Financial Position June 30, 2012
ASSETS Wells Fargo CMM Pooled Investment– Vanguard Segregated Investment Accounts Total Assets LIABILITIES Accounts Payable Total Liabilities FUND BALANCES Fund Balance—Principal Fund Balance—Income Fund Balance—Spendable Total Fund Balances Total Liabilities and Fund Balances
$16,505 825,114 191,608
$1,033,227
$47 $47
$962,042 63,618
7,520 $1,033,180
$1,033,227
Statement of Activities Year Ended June 30, 2012
REVENUES Gifts & Bequests—Principal Gifts & Bequests—Income Dividend Income Realized Gain on Investments Unrealized Gain on Investments Total Revenues TRANSFERS Interfund Gifts Interfund Grants Total Transfers EXPENSES Grants Authorized Foundation Administrative Contribution Operating Expenses Total Expenses Net Activity
$223,006
10,500 17,407
1,552 (16,811)
$235,654
($1,000) 1,000
$0
$16,196 7,291 2,987
$26,474
$209,180
