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 11 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 12 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 13 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]
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