Vehicle for Good - Smoky Hills Charitable Foundation

2014-2015
Smoky Hills Charitable Foundation
Vehicle for Good
Connecting people who care
with causes that matter
Vehicle for Good
The Smoky Hills
Charitable Foundation
serves as a vehicle
to receive gifts from
individuals, families,
businesses and
organizations to establish
endowment funds that
will provide grant awards
for years to come. All
gifts received are carefully
invested and the income
from endowments is
used to make grants to
charitable causes.
TABLE OF CONTENTS
3 Letter from Board Chair
4 Giving Vehicles
6 Dane G. Hansen
Community Grant Fund
8 Funds & Grants
11 Founders & Sustainers
12Donors
15Memorials
Match Madness
16 Grant Stories
17 GROW II
18 Foundation Finance
2014 - 2015
BOARD OF DIRECTORS
Sara Soukup, Chair
Theresa Staudinger, Co-Chair
Lisa Parsons, Secretary
Heather Barta
Marvin Bush
John Henley
Pat Mollhagen
Don Siemsen
Frank Toman
Karen Wacker
Foundation Mission
Our mission is to meet
charitable community needs
through leadership, grants,
and donor services.
Letter from the Board Chair
A Banner Year
This year was a banner year for the Foundation, as we were fortunate
to have a new fund established by the Dane G. Hansen Foundation. The
Dane G. Hansen Community Grant Fund awarded $42,600 in grants,
the Smoky Hills Community Fund and Healthy Living Fund awarded
another $17,541 for a total of $60,141 in grants to Ellsworth County
communities. With budget cuts and restraints on the local, state and
federal level, these grant dollars provided funding for the projects that
otherwise may not have happened.
The second annual Match Madness event was held with a $10,000 match
pool provided by the Foundation. The event exceeded last year by raising
over $58,000 to support seven non-profit funds in the Foundation.
The Ellsworth County Cancer funds annual fundraiser event also
exceeded last year. The fund helps to pay expenses for Ellsworth
County families battling this dreadful disease.
Frank Toman’s Bike for Health raised funds for the Healthy Living
Fund and this year promoted bike safety for children by having a
children’s bike ride, besides encouraging adults to get out and ride.
This year the theme for our annual report is Vehicle for Good. Good
things happen when people care about their communities, work for
projects that support and improve their communities, and use the
Foundation to support these projects. Philanthropists are able to use the
Foundation as a “vehicle for good” when they establish funds to fulfill
their charitable desires.
I encourage you to join us for the ride as we continue to be that
“vehicle for good” that helps Ellsworth County residents and their
communities become better places to live.
~Sara Soukup
Chairman of the Board
Why You?
Because there is no one better.
Why Now?
Because tomorrow is too late.
Donna Brazile
3
Giving Vehicles
With over
1 million public
charities in the United States, we
recognize that donors have a multitude of options
to spend their charitable dollars. However, by establishing a
fund at the Community Foundation, donors have the flexibility to
create and shape their own charitable fund to reflect their personal
goals and desires. Below is a list of different fund types, or “giving
vehicles,” to help donors accomplish those goals.
DESIGNATED FUNDS
Designated Funds allow donors to identify one or more charities to receive
annual grant distributions in perpetuity. If the designated charity no longer
exists, the Foundation board of directors will redirect the funds to a similar
charitable need ensuring that the donor’s intent is always honored.
DONOR ADVISED FUNDS
Donor Advised Funds are one of the most flexible funds at the Foundation.
Donors can make grant recommendations to charitable organizations from
their fund and also have the ability to pass their fund to future generations.
FIELD OF INTEREST FUNDS
Field of Interest Funds enable donors to focus their giving on a particular
area of interest like arts and education or a specific geographic area. The
Foundation works with a grants committee to administer grants in a way
that achieves the donor’s overall objectives.
UNRESTRICTED FUND
The Smoky Hills Community Fund is an unrestricted fund that is flexible
and responsive to current and future community needs. Grants are
administered by the Foundation through a competitive application process
and support a variety of local charitable causes and organizations.
Funding from this grant program comes from many different donations.
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 (See page 17 for more information).
4
SCHOLARSHIP FUNDS
Scholarship Funds give donors the opportunity to provide educational support
for students at any level of education. Donors may designate a particular field
of study, a specific educational institution, and/or eligibility requirements.
ORGANIZATION FUNDS
Organization Funds are established by a nonprofit organization with the
purpose of building long-term sustainability. Contributions to the fund can
be made by the organization as well as third party donors.
FUNDS FOR THE FUTURE
Funds for the Future enable donors to set up a bequest to their community
and directs the contributions to nonprofits and charitable causes that align
with their interests and passions.
PROVISIONAL FUNDS
Provisional Funds are established by a group or organization that is raising
money for a specific charitable community project. If the project does
not happen, donors who contributed to this fund can redirect their gift to a
different charitable cause of their choice.
ADMINISTRATIVE FUNDS
The Administrative Fund is the engine that keeps the Foundation going.
Donors that contribute to this fund are helping support Foundation
operations and enabling it to further its mission to meet charitable
community needs through leadership, grants and donor services.
Foundation Statistics
Total Assets: $1,864,251
Donations*:$279,120
Number of Funds:26
Grants Awarded*:$96,315
Total Grants Awarded:$360,053
(*July 1, 2014 - June 30, 2015)
5
Dane G. Hansen Community Grant Fund
Dane G. Hansen was a man who amassed enormous wealth without
losing the common touch and always found time to help others. He
made part of his fortune by starting an earth-moving business which
evolved into road and bridge construction that spread over 26 counties
in northwest Kansas.
When Mr. Hansen died on his 82nd birthday in 1965, he left the bulk of
his fortune to establish the Dane G. Hansen Foundation. The primary
goal of the foundation was to make communities in northwest Kansas
better places to live as his lasting legacy.
This year, the Greater Salina Community Foundation received an
$800,000 grant from the Dane G. Hansen Foundation of Logan as
part of a new pilot grant program. The Greater Salina Community
Foundation and nine of its affiliates will operate as a charitable vehicle
for 16 out of the 26 counties in the northwest Kansas Hansen service
area. Each county, including Ellsworth County, received $50,000 to
award in the form of competitive grants to a variety of community
projects with an emphasis on programs or projects that include
community involvement and volunteerism.
Gary Poore, a trustee of the Dane G. Hansen Foundation commented,
“We’re very pleased to start this pilot project as a part of our overall
mission to improve the quality of life for the citizens of northwest
Kansas. We think that community foundations are in a unique position to
find and fund projects that will have the most impact in our local areas.”
Grants were limited to up to $5,000 and were restricted to the following
fields of interest:
•Arts
• Community beautification
•Environment
• Health & Human Service
•Inter-generational
Mr. Hansen may have made a living by connecting people through
roads and bridges, but it is his estate gift that is making the biggest
impact by connecting people with causes that matter.
6
Grants Awarded
Ellsworth County Foodbank Inc-$600
Purchased a small freezer for frozen items donated from the new Ellsworth Wal-Mart.
Wilson Chamber of Commerce-$5,000
Assist with the costs of materials for the gazebo and concrete base phase to complete
the project of the World’s Largest Czech Egg. A volunteer group will build and install.
St. Bernard Catholic Church-$3,000
Purchased an automated defibrillator to provide lifesaving services to visitors.
Holyrood Booster Club-$5,000
Exterior repair restoration of the Holyrood Santa Fe Depot, a building on the National
Register of Historic Places. Volunteers will complete a majority labor.
Paul Aylward American Legion Post 174-$5,000
Purchase materials for facility upgrades. Facility is used as a community building.
United Methodist Church-$5,000
Provide education and supplies to all attendees of the free summer food service program.
Topics offered: safety, sanitation, food preparation, nutrition, exercise, & fun reading.
Kansas Food Bank Warehouse, Inc-$3,000
During the school year, children who experience chronic hunger receive a packet full of
kid friendly, nutritious food to take home and eat on the weekend.
Ellsworth County Recreation Foundation-$5,000
Create an enhanced personal wellness and fitness center with an indoor walking track
in Ellsworth County Medical Center’s administrative building. Grant paid for fees to
establish a 501(c)(3) tax status and architect’s fee for building renovation design.
Msgr. John F. McManus American Legion Post 262-$5,000.00
Pay for the repair and replacement of the second story windows at the Wilson American
Legion Post 262. The Legion building is used as a community building.
Midway District Shooting Sports-$4,000.00
4-H new archery program for youth in Ellsworth. Purchased archery equipment such as
competition grade targets, bows, arrows, arm/finger guards, and maintenance equipment.
National Drovers Hall of Fame-$2,000.00
Offset the fees associated with a professional museum design company, the architect, and
a small reimbursement for expenses for drawings from a university architectural class.
7
Foundation Funds & Grants
The Smoky Hills Charitable Foundation has been used as a vehicle to
make communities better. Since inception, SHCF has awarded over
$360,000 in grants that support a broad range of charitable causes some
grants directed by donors and some determined by our board of directors.
It is the opportunity to make an impact that makes us feel blessed to be
part of this organization.
Smoky Hills Community Fund
2014-2015 Grants Awarded
(The Foundation’s Unrestricted Fund)
Ellsworth County Foodbank-$3,900
Purchased mattresses and large capacity washer and dryer for overnight
housing for persons visiting inmates at Ellsworth Correctional Facility
Ellsworth County Historical Society-$1,500
Installed sidewalk around Commanding Officer’s Quarter’s at Fort Harker
Ellsworth Elementary-$500
Provided incentives to volunteers and students involved in the DOGS (Dads
of Great Students) Program
Ellsworth Kiwanis Aktion Club-$380
Paid for the registration costs of members to attend an international
conference with other Kiwanis members
Holyrood Booster Club-$1,000
See grant explanation on page 7
J.H. Robbins Memorial Library-$543
Provided a summer tutoring program for students to work on math and
reading skills ($1557 also provided for the project from the Helen & Will
Shanelec Fund)
Leadership Ellsworth County-$500
Program to expand positive leaders in the community
Paul Aylward American Legion Post 174-$1,500
See grant explanation on page 7
Smoky Hills Public Television-$500
Provided children’s educational television programming
Wilson Lions Club-$485
Updated waterline at Camp Kuck, a camp site at Lake Wilson used by the
Boy Scouts and Girl Scouts
United Methodist Church-$1,000
See grant explanation on page 7
Wilson After Harvest Czech Festival-$725
Supported activities and entertainment for festival
8
Designated Funds
Current Funds
Geneseo Public Library Fund
Kansas Health Foundation Operating Fund for Smoky Hills
Miss Czech Slovak Kansas Pageant Designated Fund
Designated Fund 2014-2015 Grantees-$2,871 total grants
City of Wilson-Miss Czech Slovak Kansas Pageant
Smoky Hills Administrative Fund
Organization Funds
Current Funds
Ellsworth County Historical Society Fund
Ellsworth Senior Center Fund
J.H. Robbins Memorial Library Fund
Administrative Funds
Current Funds
Smoky Hills Administrative Fund
Field of Interest Funds
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
USD 327 Student Benefit Fund
Wilson Forever Fund
Field of Interest Fund 2014-2015 Grantees-$11,008 total grants
American Cancer Society
*Casey’s General Stores, Inc.
*Catholic Health Initiatives
*City of Holyrood
*Gene’s Heartland Foods
*Hilton Garden Inn
Holyrood Recreation Commission
*Kansas Gas Service
Midway District Shooting Sports
USD 327
*The Foundation paid for
medical bills, hotel rooms
and gas cards to assist
cancer patients with the cost
of medical treatments and
travel expenses related to
cancer treatments.
9
Foundation Funds & Grants
Scholarship Funds
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
Dawn L. Pruitt Memorial Scholarship Fund
Lila Jean (Warta) Young Memorial Scholarship Fund
Charles & Velma Westerman Scholarship Fund
Scholarship Fund 2014-2015 Grantees
$8,791 scholarships awarded (Scholarships paid July 1, 2014 - June 30, 2015)
Dreamer Roberson
Mackenzi Choitz Jarod Shelton Janell Ptacek
Marcus Denham
Shania Steinike
Ty Nienke
Trevor Miley
Barton County Community College
Bethany College
Cloud County Community College
Colby Community College
Faith Baptist Bible College
Fort Hays State University
Kansas State University
Kansas State University
Donor Advised Funds
Current Funds
Helen & Will Shanelec Fund
Sundin Trust Donor Advised Fund
Donor Advised Fund 2014-2015 Grantees-$1,557 total grants
J.H. Robbins Memorial Library
Pass Through Funds
Current Funds
Dane G. Hansen Community Grant Fund
Funds for the Future
Current Funds
Frank & Judy Toman
Gladys M. Wagner
10
Fun Fact
Did you
know that community
foundations are the fastest growing
vehicle for giving in the United States? The Smoky
Hills Charitable Foundation is one of over 750 in the nation.
There are more than 80 in the state of Kansas alone.
Founding Donors
It was the faith and commitment of our Founders that provided Ellsworth
County with not only a vehicle for giving, but a vehicle for good. For that
we are forever grateful.
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
Sustaining Donors
Like our Founders, we are forever grateful for the support of these
generous 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
Anonymous
Alice Macek
Arleen Craig
Stanley & Kathryn Mollhagen
James H. & Mona J. Guilfoyle
BUSINESS ENTITIES
Carrico Implement Co. Inc.
Gil Corp, Inc.
Ellsworth Co. Health Care Foundation Great Plains Manufacturing, Inc.
Ellsworth County Banks
Smoky Hills Charitable Foundation
Bank of Holyrood
Board of Directors
Citizens State Banks & Trust Co.
Wind Capital Group
First Bank Kansas
The Lorraine State Bank
Wilson State Bank
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2014-2015
Donors
One way we achieve our mission is to inspire and enable donors to fulfill
their charitable desires. Connecting them with causes that matter is what
the Foundation is all about.
Keith & Lu Adams
Sandy Adams
Anonymous Gift
Daniel & Patricia Allen
Anonymous Donor
Virginia Lee Arnold
Assembly of God of Ellsworth
B & B Plumbing, Htg. & Air Cond., Inc.
BVK
Stephen & Cheryl Baar
Paul & Jenifer Bahr
Kay Bailey
Paula Bainter
Bank of Holyrood
Exie & Pamela Barber
Richard & Heather Barta
Lorene Barta
Don & Janese Base
Jerry & Jennifer Bates
Beaver Grain Corporation, Inc.
William & Juanita Beck
Matt & Jennifer Beckman
Gregory & Cynthia Bender
Pat Bender
Bruce Berkowitz
Brian & Robin Boisvert
Bruce & Margaret Bourne
Raymond & Mary Annette Bourne
BP Fabric of America Fund
Sandra Sue Branda
Todd & Karen Britton
Michael & Leslie Brooks
Clara Brown
Don & Angela Browning
Dale & Beth Brungardt
Janice E. Bryan Trust
LoAnn Bunch
Marvin & Bernita Bush
Linda Bushnell
Daniel & Caryle Carr
Kathleene Carreon
Earl & Diane Carter
Cashco, Inc.
Central Kansas Dentistry, P.A.
Champion Auto Parts, LLC
Jodi Chase
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Philip & Tonya Chegwidden
Chlum Publishing, LLC
Bobby & Megan Choitz
Darrell Choitz & Karla Dunn
Dorothy Choitz
Kenneth & Barbara Choitz
Phyllis Cisneros
Thomasa Cisneros
Citizens State Bank & Trust
City of Ellsworth
City Plumbing, Heating & Air
Conditioning, Inc.
Brent & Lou Ann Clark
Coach & Four Bowling Lanes, Inc.
Oscar & Kathryn Cole
Ted & Nancy Collins
Rick Connally
David & Kristen Cranston
Kim Cranston
David & Kim Criswell
CrustBuster Speed King Inc.
Malinda Cunningham
Maynard & Deanna Cunningham
Dane G. Hansen Foundation
Anthony & Skye Demel
Matthew & Theresa Detrixhe
James Dlabal
Pat & Emma Doherty
John & Dawn Dolezal
Vernon & Phyllis Dolezal
Pete & Alice Donley
Stephen & Elizabeth Donley
Terry & Sandy Donley
William & Lynn Dowling
Alan & Donna Dunham
Ryder & Chelsea Eakin
Vera Ehrlich
Ellsworth Animal Hospital
The Ellsworth Coop
Ellsworth Correctional Facility
Ellsworth County Cancer Fund
Ellsworth County Independent/Reporter
Ellsworth County Medical Center
Ellsworth Ready-Mix, Inc.
Orie Ensz
George Eschbaugh
Steve & Mary Jeanine Eschbaugh
Janice Essick
Ron & Marilyn Etchison
Gary Everett
Marsha Everhart
F & M Drug, L.L.C.
Alan & Connie Falk
Arrilla & Marion Fedde
Finke's Retail Liquor Store
Kris Finke
Samantha Finke
First Bank Kansas
First Presbyterian Church
Kent & Theresa Forshee
Holly Fries
Deborah Furgason
Garrett's Agrivision, Inc
Gerry & Judy Gebhardt
Robert & Amy Gerlach
Gil Corp, Inc.
Johnnie & Karen Goddard
Golden Plains Credit Union
Good Samaritan Society - Ellsworth
Village
Charles & Sally Good
Idamae Goodman
R. L. & E. K. Grauer
Michael & Paula Gray
Great Plains Manufacturing, Inc.
Ronald & Berneice Greenwood
Linus & Jan Grollmes & Taylor
Mary Ann Grollmes
Vic & Becky Grollmes
Mike & Karen Gudendauf
Duane & Helen Gugler
James & Mona Guilfoyle
Bill & Lila Gwinner
Derril & Roberta Gwinner
Kyle Gwinner
H & R Block
Bill & Alice Hammack
David & Peggy Hand
Mary Hanzlicek Memorial Scholarship
Trust
Todd & Wanda Hanzlicek
Mervyn Harms
Vickie Haun
Lu Havlik
James & Amy Jo Hawley
Arlie & Carol Haymond
Steven Heina
Larry & Juanita Heitschmidt
Greg & Cee Heller
John Henley
Cathy Herber
Mark Herzog
Derrick & Amy Herzog
Mary Herzog
Hi-Plains Sand, Inc.
Dale & Carol Hicks
Bettye Hiebert
Frank & Leanne Hlaus
Myron & Dianne Hochman
Hoffhines Marketing &
Communications
Jeffrey & Barbara Holm
Toby & Sheri Holmes
Holyrood Lions Club
Homolka Grain & Supply, Inc.
Darrell & Virginia Houston
Douglas Humphrey
Betty Hunta
Ideal Real Estate
Immanuel Lutheran Church
Interfund Transfers
Dan & Rachel Ives
Lynn & Patricia Jacobs
Elizabeth Janousek
Shelly Janssen
Travis & Delane Janssen
Mildred Janzen
Eugene & Lou Jarus
Jean Johnson
Justin & Amy Johnson
George & Ann Jones
Matthew & Cristina Jundt
John & Kay Kanak
KanEquip, Inc.
Kanopolis Sunflower Civic Club
Kansas Health Foundation
Ruth Kasiska
John & Belinda Kasper
Amos Katzenmeier
Phillip & Stacy Katzenmeier
James & Sherry Keller
Donald & Ellen Kempke
Kevin & Barbara Kennedy
Richard & Juanita Kepka
Terry & Agnes Kepka
Barbara Kice
Mike & Louise Kieffer
Kirkham, Michael & Associates, Inc.
Kiwanis Club of Ellsworth
Alyce Klema
Edward & Denise Klimek
Janet Kohls
Donald & Ilene Kozisek
Brittany Kratzer
John & Carol Kratzer
Joyce Kraus
John & Diane Krupp
Patricia Kubick
Annetta Kyler
Tim & Veronica Kyler
Steven & Mary Elizabeth Lackey
Leonard & Nancy Lamia
Dean Langhofer
Peder Jon & Sharon Larsen
Samuel & Ludmila Lett
Jeanette Libal
Sam Liggett
Marcia Linton
Robert & Mary Logan
The Lorraine State Bank
Lyons Federal Bank
Alice Macek
Maico Industries Inc.
Brooke Major
Steven & Lisa Major
Eugene Malir
Kenneth Malir
Wilma Mall
Alan & Gloria Marez
Cliff Martin
Jennifer Maxwell
Jeff & Kathy May
Mason & Lesta May
Roger & Janice McCaulley
Shawn & Gina McGowan
Sylvia McNeal
Randy & Christi Meier
Carl & Susan Miller
Lacy Minear
Mr. & Mrs. R. D. Mitchell
Scott Mitchum
MJ Transport LLC
J. R. Modlin
Adam Mog
Brenda Mog
Craig & Debbie Mog
Frederick Mog
Jon & Patricia Mollhagen
Moly Manufacturing, Inc.
Del Jeane Nash
Daniel & Kendra Neuman
Gene & Linda Newsom
Susan Nickerson
Bob & Julie Nienke
Michael Novak
Roger Novak
Michael & Diane O'Connor
Brooke Rupp Obermueller
Rock & Sara Olmsted
Pete & Bonnie Orozco
Vincent & Dee Orth
Cliff & Deana Ostrom
Stephen Parke
Parsons Funeral Home
Mark & Lisa Parsons
Samuel & Loren Paull
Samuel & Karen Paull
Roger & Teresa Pearson
David & Pamela Pelzel
Raymond Penner
Peterson & Kasper LLC
Lois Pflughoeft
Toni Pflughoeft
Pizza Hut
Karlton & Kelvi Place
Michael & Jean Plett
Shawn & Kendra Jo Ploutz
Polansky Seed, Inc.
Adrian & Kristine Polansky
Roger & Jan Prochaska
Progressive Study Club
Brian & Deanna Pruitt
Donald & Lois Pruitt
Aubrey Ptacek
Christina Ptacek
Robert & Shirley Raney
Shirley Raney
Duke & Geri Ranker
Cory & Cheryl Rathbun
John & Ann Ratzlaff
Reliant Roofing LLC
Tom & Karin Renard
Republic County Czechs
Rice County Builders, Inc.
Linda Richards
Andrew & Ann Ridinger
Marlin & Louanna Robinson
Terry & Shirley Robl
Robson's Card & Gift Shop
Kenneth & Alice Robson
Constance Rodriguez
Ignatius Rodriguez
Leon & Juanita Rodriguez
Ed & Charlene Rohr
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2014-2015
Donors
Jean Rolfs
Scott & Sheri Rosenberg
RTD Inc. DBA Ellsworth Steak House
Ronald & Karen Rudiger
Russell Public Library
Franklin Rytych
Evelyn Sauer
Mark & Tina Sayler
Daniel Scheetz
Jill Schepmann
Paul Schepmann
Ronald & Damaris Schepmann
Vern & Karen Schepmann
Seth Scheuerman
Mary Schmidt
Ramona Schroeder & Sharon Joy
Anderson
Bernie & Janet Schulte
Caleb D. Schultz Agency, LLC
Adolph & Jolene Schultz
Arlen & Karli Schultz
Delvin Schultz
Kevin & Deborah Schultz
Libbie Sebesta
Seitz Drug Co, Inc.
Gail Shanelec
Dale & Margaret Shepherd
Sherman, Hoffman & Hipp, LC
John & Judith Sherman
Kevin Shoemaker
Alan & Linda Siemer
Donald & Carol Siemsen
Nick & Glorene Slechta
Donald & Barbara Smischny
Darrin & Cathy Smith
Terrill & Mary Smith
Lonnie Soukup Agency LLC
Don & Lonnie Soukup
Francis & Jeanette Soukup
Larry & Sara Soukup
Larry Soukup
Luke Soukup
Dennis & Sharon Spratt
St. Bernard's Council of Catholic Women
St. Bernard Catholic Church
St. Ignatius Loyola Parish
St. Pauls LWML
Vida Stanton
Keith & Theresa Staudinger
Donna Stehno
James & Barbara Steiner
Vickie Steinle
Rebecca Stredney
John & Linda Strella
Russel & Jennifer Stukey
Cecil & Ruby Sutton
Donald & Nellora Svaty
John & Melinda Svaty
Ron & Pat Svaty
SWCCW Altar Society
Max & Carol Tanton
Donald & Alice Jo Taylor
Jerry Lee & Karen Taylor
Matthew & Lori Thielen
Dorothy Thomas
Leann Thomas
Darrell & Gloria Jean Thrasher
TK & Company, Inc.
Dustin & Jennifer Toman
Frank & Judy Toman
Ronald & Donna Toman
Duane & Theresa Townley
Richard & Lillian Urban
Gary & Rita Urbanek
USD 327 - Ellsworth
Kayla Vague
Albert & Michelle Vanek
VFW Post 6485
Victor Bros. Auction & Realty, Inc.
Richard & Mary Louise Vopat
Sara Vyltacil
Gary & Vicki Wacker
Justin & Season Wacker
Robert & Karen Wacker
Liz Wade
Gladys Wagner
John Wagner Jr
Bill & Marilyn Warnock
Leah Watts
Wayne's Ag Aviation
Marc & Diana Webster
Amanda Weinhold
Dale & Peggy Weinhold
Travis & Tonya Weinhold
Firman & Irene Werth
David & Genifer Wesseler
Western Cooperative Electric
Association, Inc.
Alan & Rosemary Whitley
Richard & Rosa Lee Whitmer
Ronald & Joann Whitmer
Garry Wilkens
Margaret Wilkens
Wilson Chamber of Commerce
Wilson Foods
Wilson High School
Wilson PRIDE, Inc.
Wilson State Bank
Wilson Telephone Company, Inc.
Wind Capital Group - Post Rock Wind
Farm
Mary Wires
Brian & Gina Woodmansee
Ona Wright
Carl & Garnette Yager
Jennifer Young
Zeal Salon
Jerald & Charlene Zelenka
Jamie Zink
Are you interested in becoming a Sustaining
Donor to help preserve and build our
communities in Ellsworth County?
If yes, contact the Community Foundation for more information.
14
Memorials
The Community Foundation provides many vehicles to honor or remember
a loved one in the form of a memorial or honorarium. Gifts can be made
to a fund that’s already established or a new fund can be created in that
person’s name to leave a lasting legacy.
This year, gifts were received in memory of:
Alvin Barta
Arleen Craig
Doug Donley
Dr. Francis "Pete" Cuppage
Gilbert J. Toman, Jr.
Gladys Wagner
Jeff Fischer
Leota Soeken
Margaret Foote Fox
Richard Foran
Tom & Christine Zouzas
Tommy Zouzas
Hector Campbell
Peggy A. Silcott
Sheryl Katzenmeier
J.C. Scritchfield
Edna Kanak
Steve Hoch
Over $14,000 Raised for Charities
Local nonprofits earned over $57,000 at the Community Foundation’s
Match Madness event on May 5. Over 200 area benefactors donated
more than $47,000 to endowment funds held at the Foundation. Then
those contributions were matched with an additional $10,000 directly
from the Foundation.
Seven funds grew their endowments while also earning a matching
donation from the Community Foundation when donors contributed.
The top four charities
in earned contributions
included Ellsworth County
Cancer Fund, the Miss
Czech Slovak Kansas
Pageant Fund, the USD
327 Student Benefit Fund,
and the Ellsworth County
Historical Society Fund.
15
The Seeds
Tutoring Reaches Many Kids
ofSummer
Endowment
Many
in Ellsworth
benefited
from the summer
A gift
of children
endowment
to the County
community
foundation
tutoring
program
offered
at
J.H.
Robbins
Memorial
Library. The
is similar to a perennial. It is everlasting and
tutoring
program
offered
sessions
in
math
and
reading.
The teachers
perpetual.
themselves were praised and the kids enjoyed themselves and were
As an illustration, a fund established in always eager to come
the Smoky Hills Charitable Foundation and learn. This program
was made possible with
for $10,000 can designate a charitable recipient
the help
of grant dollars
to receive an annual grant. Using an average
return
from the Smoky
on investment of 8.5%; considering a contribution
backHills
Community
Grant Fund
to the Foundation for management of 1%;
and annual
grant payout of 5%; after 15 years that fund
willHelen & Will
and the
have paid out more than $10,000 in grants
to
Shanelec
Donor Advised
the charity. The balance of the fund would
beThe
about
Fund.
children learned
$15,500; all with no additional gifts to the
principal.
about money during this
particular tutoring session.
At the end of 25 years, the fund will have paid more than
$19,000 in grants to the charity and have a balance of $18,600.
And after 50 years, that fund will have granted more than $51,000
to the charity, and have a balance of nearly $35,000; all from an
original gift of $10,000.
The Seeds of Endowment
A gift
of endowment
to the
That
is the
power of endowment.
community foundation is
similar to a perennial. It is everlasting and perpetual.
YEAR 1
YEAR 15
YEAR 25
YEAR 50
Establish a
Named Fund
$10,000 in
cumulative grants
$19,000 in
cumulative grants
$51,000 in
cumulative grants
$10,000 gift
$15,500 balance
$18,600 balance
$35,000 balance
The Power of Endowment
Assumes 5% annual payout , with a 1% administrative fee and
a 8.5% rate of return
16 Hills Charitable Foundation
Smoky
5
Help Ellsworth County GROW
An endowed donation of any size will earn a match from the Kansas
Health Foundation. GROW II is a $300,000 matching grant over the
course of six years in which new gifts for endowments are matched
using a two-tiered ratio. Some gifts are matched a the rate of 1-to-2, or
$1 match for every $2 of new gifts, and some gifts are matched at the
rate of 1-to-4, or $1 match for every $4 of new gifts. No gift is too small.
Gifts of $25, $10, or even $1 can be made to any of the funds listed on
the right. Help Ellsworth County GROW!
I would like to be part of this GROWing opportunity with a
$________ donation to the following fund(s):
To earn a 50% match...
___ Smoky Hills Community Fund (unrestricted community grant fund)
___ Smoky Hills Administrative Fund
___ Smoky Hills Healthy Living Fund (public health fund)
___ Wilson Forever Fund
To earn a 25% match...
___ Ellsworth County Cancer Fund
___ Ellsworth County Historical Society Fund
___ Ellsworth Senior Center Fund
___ Geneseo Public Library Fund
___ J.H. Robbins Memorial Fund
___ Joyce Nagel Health, Education & Recreation Fund
___ Miss Czech Slovak Kansas Pageant Fund
___ Helen & Will Shanelec Fund
___ USD 112 Central Plains Fund
___ USD 327 Student Benefit Fund
___ Other Fund at SHCF (fill in the blank)
(This fund does not qualify for a match from KHF)
(Name)
I wish to remain anonymous.
(Address) (City, State, Zip)
(Phone) (Email)
Please make checks payable to
SHCF and mail to: P.O. Box 265,
Ellsworth, KS 67439
Please contact me about:
Using the Foundation to administer
charity in my will or trust
Establishing a fund
Personal estate planning
In order for a donation to be considered a charitable donation for 2015, it must be
postmarked by December 31, 2015. To ensure that your donation is received by that
date, please send it by December 23, 2015.
17
Foundation Finance
GSCF Investment Portfolio
Investment Info
2nd Quarter 2015 --0.20%
Trailing 1 Year
+4.12%
Trailing 3 Years
+41.81% Absolute
+12.30% Annualized
Trailing 5 Years
+79.51% Absolute
charitable
foundation
+12.40% Annualized
The Foundation believes the
best long-term performance
will be achieved through a
balanced portfolio consisting
of 75% equities and 25%
fixed income and cash.
moky hills charitable foundation
As an affiliate of the
TrailingStatement
10 Years 06-30-15
+98.96% Absolute
shboard
Greater Salina Community
Quarterly Dashboard
+7.10%
Annualized
Statement
06-30-15Foundation (GSCF), the
SHCF
by Type
CF Assets
by Assets
Type
15
15
20
1
8
1
Donor Advised- 15%
1
Administrative- 1%
8
Designated- 8%
Field of Interest- 33%
Organization- 4%
18
Scholarship- 18%
Pass-Through- 1%
33
Unrestricted- 20%
33
4
sets as $1,864,251.31
of 06/30/2015: $1,864,251.31
/2015:
SHCF Total Assets
$1,864,251
$2,000,000
$1,645,634
$1,750,000
$1,270,011
$1,500,000
$1,033,227
$1,250,000
funds at the Smoky Hills
Charitable Foundation are
pooled together with all the
funds held by GSCF and
their affiliates. The funds
Advised- 15%
areDonor
invested
with Vanguard
Administrative- 1%
and governed by a finance
Designated- 8%
committee
at GSCF.
Field of Interest- 33%
We
are confident
in our
Organization4%
performance
and
rate
well
Scholarship- 18%
when
compared
to other
Pass-Through1%
investment
pools. Our 5 year
Unrestricted- 20%
annualized return is 12.40%
and our 10 year annualized
return is 7.10%.
$1,864,251
$1,645,634
$1,864,251
$1,270,011
$1,033,227
$824,148
4,148
$1,000,000$657,508
$412,976
$750,000
$556,303
$500,000
$596,499
$250,000
$500,118
$486,841$$446,243
18
$343,304
2001
Total Assets
Total Assets
2003
2005
2007
2009
2011
2013
2015
Consolidated Statement of
Financial Position
(June 30, 2015)
ASSETS
Wells Fargo CMM
Pooled Investment– Vanguard
Segregated Investment Accounts
$44,547.97
$1,557,520.15
$262,183.19
Total Assets
$1,864,251.31
LIABILITIES
Total Liabilities
$6.25
FUND BALANCES
Fund Balance—Principal
Fund Balance—Income
Fund Balance—Spendable
$1,471,436.36
$366,455.81
$26,352.89
Total Fund Balances
$1,864,245.06
TOTAL LIABILITIES AND FUND BALANCES $1,864,251.31
Consolidated Statement of
Activities
REVENUES
Gifts & Bequests-Principal
Gifts & Bequests-Income
Dividend Income
Realized Gain on Investments
Unrealized Gain on Investments
$159,658.64
$63,360.00
$37,529.06
$(1,009.91)
$15,919.72
Total Revenues
$275,457.51
TRANSFERS
Interfund Gifts
Interfund Grants
$(16,263.31)
$17,263.72
Total Transfers
$1,000.41
EXPENSES
Grants Authorized
Foundation Administrative Contribution
Operating Expenses
$76,801.88
$14,545.58
$1,699.01
Total Expenses
$93,046.47
NET ACTIVITY
$181,410.63
19
P.O. Box 265
Ellsworth, KS 67439
785-531-0470
www.smokyhillscf.org
[email protected]