Community Happens Here annual report

GRAND RAPIDS COMMUNITY FOUNDATION ANNUAL REPORT 2011/12

Great ideas happen here. This year’s annual report is inspired by a 2012 TEDxGrandRapids talk by Dr. Andrew Dent, a materials scientist. He talked about products, materials, sustainability and second life—that is, something having a use beyond the original intention. This annual report and notebook is our eff ort to give a longer life cycle to our familiar product. Once you’ve read the stories and enjoyed the photos, you can tear off the Grand Rapids Community Foundation’s report itself and voilà, you have a nifty notebook. The paper is recycled and recyclable.

We hope the notebook and some of its prompts will inspire great ideas and actions.

contentsFinancial Highlights 4Funds 10Grants 16Scholarships 19Our Amazing Donors 26 Trustees 27About the Foundation 28Leadership & Staff 29Committees 32Financials 34For Professional Advisors 37

Mission: Our mission is to build and manage our community’s permanent

endowment and lead the community to strengthen the lives of its people.

Vision: We envision a magnetic and interconnected West Michigan community.

Values: INTEGRITY: Ethics matter here.We promise to be honest and authentic.

We hold ourselves accountable for our words and actions.

Our decisions and our numbers are transparent.

We protect the privacy of our donors, grantees and community partners.

EXCELLENCE: Outstanding results matter here.We listen to our customers’ needs and exceed their expectations.

We are committed to learning and sharing.

We partner with others to act in the best interest of our community.

We are problem solvers and we will persevere.

INCLUSION: Feeling welcome matters here.We treat people with dignity and respect.

We are thoughtful in our words and actions.

We advocate for diversity and inclusion.

We value perspectives that are diff erent from our own.

SUSTAINABILITY: The future matters here.We make smart fi scal decisions.

We value relationships and work to ensure they last long term.

We work to minimize our negative impact on the environment.

We are building a community that is better and stronger

than we found it.

BOLD ASPIRATIONS: Strategy matters here.We seek solutions to big, challenging problems.

We take calculated risks.

We nurture creativity, imagination and innovation.

We drive positive change.

Diversity and Inclusion Statement:“ With intention and honesty, Grand Rapids Community Foundation

off ers a safe environment that values diversity and fosters inclusion.

We recognize the injustice caused by racism and commit ourselves

to eliminating it in all forms.”

1

DEAR FRIENDS,Is 90 years a long time? It depends on where you stand on the continuum. For people who lived through World War II, 90 years probably seems like a blink of an eye. For people just completing college or high school, 90 years may seem too far into the future to imagine.

Though Grand Rapids Community Foundation is 90 this year, we’re focusing not on the past, but the future. We’re positioning ourselves for our 100th year.

We believe the future happens here.

We launched our Challenge Scholars program, which provides academic and social supports for students at Harrison Park School. When students move on to Westwood Middle and Union High School the support programming continues —the end goal is helping them become college-ready. Students who stay with the schools and succeed are eligible for college scholarships. This multi-million dollar project has been in research and development for several years and is our most ambitious eff ort ever. We won’t see the results until the Community Foundation is over 100 years old—but we know it is worth the wait.

We changed our fund structure so that we are accessible to emerging philanthropists in the community. Research with donors and professional advisors told us that funds with more fl exibility would help us grow. As a result, donors can now open a Donor Advised Fund for a gift of $25,000 and can take fi ve years to fully fund it. We are also off ering an Unrestricted or Field of Interest Named Fund that starts at $10,000. Making these changes will help ensure our sustainability.

www.grfoundation.org

2

A signifi cant achievement for the Community Foundation this year was being named a full partner by Partners for a Racism-Free Community. For this designation, the Community Foundation had to demonstrate that it met six standards that contribute to a racism-free organization. We are committed to making our mark in the community around the issues of diversity, inclusion and being racism-free. We were absolutely honored to achieve this designation. We envision a community that is racism-free and will always work toward this goal.

In all, we made $11,029,762 in grants this year to benefi t people in Kent County. Besides the $250,000 grant for Challenge Scholars, we made other grants that will change our community landscape. We gave the Downtown Market $500,000 for planning and construction, and are excited to see how this project will grow and revitalize the Heartside area. Goodwill’s Recycling Transitional Work Project received $100,000 to help former prisoners transition into new lives. Goodwill will help these returning citizens with workplace training, a meaningful paid work experience, job placement services and follow up. You’ll read about fi ve more great grants in this annual report.

As always, our success is connected to our generous donors and excellent grantees. Without you and them, our work would not be as strong or meaningful. We thank you for reading this report and for your support of Grand Rapids Community Foundation.

Diana R. Sieger Eva Aguirre Cooper President Chair of the Board

community happens here

this year, Grand Rapids Community Foundation is 90. we’re focusing not on the past, but the future. We’re positioning ourselves for our 100th year. We believe the future happens here.

Diana Sieger >

< Eva Aguirre Cooper


4

FINANCIAL HIGHLIGHTS

Net Annual Returns as of June 30, 2012

Community Funds $ 21,951,835Designated & Nonprofi t Funds 23,877,542Donor Advised Funds 60,946,985Field of Interest Funds 22,347,786Operating/Special Project/Building 5,438,408Scholarship Funds 27,200,1 1 1Unrestricted Funds 81,775,019Supporting Organization: Red Brick Building II Inc. 6,392,021

Total Assets $ 249,929,707

9%Community24%

Donor Advised

33% Unrestricted

10%Scholarship

3%SupportingOrganization

10%Designated & Nonprofi t

9%Field of Interest

2%

Operating/Special Project/Building

2008: -3.7%

2009: -19.2%

2012: -3.1%

2010: 13.4%

2011: 21.3%

Assets by Fund Type


5

Grants Authorized and Paid

Authorized Paid

Academic Achievement $ 2,835,051 $ 2,260,398(Education)

Arts and Social Enrichment 737,769 678,619(Culture/Arts)

Economic Prosperity/Vibrant Neighborhoods 3,429,007 3,848,049(Community Development)

Healthy Ecosystems 700,332 900,549(Environment)

Healthy People 3,276,988 2,815,888(Health plus Social Needs)

Unclassifi ed 50,615 45,054

Total $ 11,029,762 $ 10,548,557

29.7%Health + Social Needs 31.1%

Community Development

6.7%Culture/Arts

25.7%Education

.5%

Unclassifi ed

6.3%Environment



Bob and Marcy Roth

“Anyone who lives here knows it is a great place to raise a family. All the small, family-owned

businesses contribute to a hometown feel,” Marcy said. She’s originally from Saginaw, but

has lived here since just after college, where she met Bob. Their adult kids hadn’t intended

to live in Grand Rapids but are now looking to return to their hometown.

Bob is president of RoMan Manufacturing Inc., a business his father and Robert Hofman

created in 1980. “The business is our anchor here. I’ve had opportunities to meet and learn

from great people who share and give of themselves, especially with nonprofit projects,” he said.

Recently the Roths established a Donor Advised Fund at the Community Foundation. They

are building it over five years as part of the Fund in Five program. “My parents taught us that,

if you were blessed, you should share those blessings. For us, personally, we have an obligation

to give back,” Bob said.

Ric Roane

He grew up in Seattle, went to college in Hawaii, graduated from law school in Los Angeles and simply loves Grand Rapids, his adopted hometown. “I had this vision of moving to a small city, buying a brick house with a white picket fence. Grand Rapids has a wonderful sense of place. I’ve fallen in love with it,” said Ric, a family law attorney, partner and chair of the Family Law Practice Group at Warner, Norcross & Judd LLP. Janet Haynes, his former law partner and mentor, steered him toward the Community Foundation. Ric said, “I’ve come to trust its integrity, credibility and broad commitment to the community. I felt very comfortable making a provision in my estate plan. The Community Foundation will be here long after me to manage, grow and steward my gift.” Ric focuses his philanthropy on legal services for the underserved and the arts. “People providing scholarships 35 years ago made a diff erence for me. I want to pay it forward by giving back,” he said.



Friends of grand rapids parks

Steve Faber, director of Friends of Grand Rapids Parks, wants people to get to know trees—in parks, along streets and in their yards. There’s value in a robust tree canopy. “A forty percent canopy is the best practice nationally. Local studies show we’re at about thirty four percent,” Steve said. Grand Rapids needs 200,000 new trees in both public and private spaces. “Trees do great things we don’t think about. They improve a city’s storm water management, help sequester carbon and reduce energy costs by shading yards and streets,” he said. Shaded streets cost less to maintain, and they stabilize or improve property values. A Grand Rapids Community Foundation grant from the Charles Evenson Fund for the Environment for $253,000 supports the Urban Forest Project. The resource center www.urbanforestproject.com helps citizens choose, plant and maintain trees. “The site has an open tree mapping project, so people can identify and map trees in their yard or neighborhood and map them online,” Steve said. The open tree map is the fi fth of its kind in the nation.


OTHER WAY MINISTRIES

Eneida Hernandez’ brown eyes sparkle as she talks

about her summer job at Other Way Ministries. “We do

mowing work and we get out in the community. We

went on college tours and met the mayor. We get to

learn, get to know new people, work on entrepreneur

projects, and we earn money to provide for our

families or our own future,” she said.

A visit to Grand Rapids Community College

resonated with her. “It opened my eyes and started

me thinking about what I want to do next, maybe

become a police offi cer or a physical therapist,”

said Eneida, a senior at West Michigan Academy

of Environmental Science.

Summer jobs in Grand Rapids were funded

by a two-year $400,000 grant from the

W.K. Kellogg Foundation that was managed

by the Community Foundation. In all,

400 students were provided with

jobs through 12 nonprofi ts.

FUNDS

Community FundsCascade Community Foundation FundEast Grand Rapids Community Foundation FundIonia County Community Foundation Fund Belding Education Fund Belding Schools Fund George H. Bird Scholarship; Burger Fund; Frost Renaissance Foundation; Don and Emma Goodell Scholarship Fund Faith Community Christian School Fund Healthy Youth & Healthy Seniors Fund Ionia County Community Foundation–Youth Fund Ionia County Parks Preservation and Maintenance Fund Ionia Free Fair Fund Ionia Public Schools Scholarship Fund Lakewood Educational Foundation Fund Paul and Alberta Allen Scholarship Fund for Lakewood High School; Chuck Henney (husband of Pam, son of Wayne and Dorothy) Memorial Scholarship Fund George W. Romney Fund–Enrich of Ionia County Volunteer Center Saranac Community Schools Saranac Community Schools Scholarship Fund; Paul and Alberta Allen Scholarship Fund for Saranac High School; Edwin A. and Maxine Cahoon Compagner Memorial Fund; Thomas P., Della and George Eddy Scholarship Fund; Ben A. and Lucy C. Simons Memorial Education Fund W. W. Sprague Family FundThe Lowell Area Community FundSoutheast Ottawa Community Foundation Fund Wayne D. Jones Community Fund Southeast Ottawa Community Foundation–Youth FundSparta Community Foundation Fund Glenn S. Bradford Fund Clare and Helen Finch Fund Paul C. and Inez L. Miller Fund Sparta Community Foundation–Youth Fund

Wyoming Community Foundation Fund Tommy Brann Fund John and Margaret Kuiper Family Fund Wyoming Community Foundation–Youth Fund

Designated and Nonprofi t FundsActor’s Theatre Company Endowment FundAmerican Red Cross Agency Endowment FundJohn Arnold Endowment Fund for Feeding America West Michigan Food BankAquinas College Frey Scholars FundThe Arc Kent County Endowment FundAssociation of Fundraising Professionals West Michigan Chapter FundJohn Ball Zoological Society Wildlife Conservation Endowment FundFrank and Ann Battistella Grand Rapids Art Museum FundAugust and Anna Behrens Fund for Girl Scouts of Michigan Shore to ShoreAnna Bissell Charity Trust FundD. A. Blodgett Services for Children and Families FundEstate of Minnie C. Blodgett for Clinic for Infant FeedingThe Ivan K. Blough Greater Lowell Chamber Foundation Scholarship FundCalvin Christian School Education Foundation Endowment FundCalvin College Service Learning Center FundCamp Blodgett Endowment Fund Camp Fire–Harriet D. and Mary Dively FundCamp Fire–WoHeLo Fund Catherine’s Health Center Fund Cedar Springs Education Foundation FundCenter for Community Leadership FundCherry Street Health Services–Fund for the DisadvantagedChristian Rest Home Foundation Fund Dr. Edwin P. and Florence H. Creaser FundDavid G. Dvorak MD Scholarship Fund

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One of Grand Rapids Community Foundation’s top priorities is to help individuals, families,

nonprofi ts, corporations and communities achieve their philanthropic goals. Each fund at

the Community Foundation is unique in its purpose and meaning. Grants from these funds

benefi t the greater Grand Rapids area, strengthening the community and its people.


11www.grfoundation.org

The Economic Club of Grand Rapids Endowment FundGeorge and Louise Egeler Fund Supporting YESPGeorge E. and Erma C. Evans Designated Fund for the Salvation ArmyFestival of the Arts in Grand Rapids FundGerald R. Ford Council Boy Scouts of America Fund Edward J. and Frances T. Frey Memorial Fund for St. Mark’s Episcopal ChurchEdward J. Frey Junior Achievement FundFriends of Grand Rapids Parks’ Park Maintenance and Improvement FundGrand Rapids Adventist Academy Merit FundGrand Rapids Ballet Agency Endowment FundGrand Rapids Children’s Museum FundGrand Rapids Civic Theatre Endowment Fund Grand Rapids Jaycees Foundation Douglas B. Wicks FundGrand Rapids Lions Club Activities Commission Fund Grand Rapids Maya Lin “Ecliptic” Art Maintenance Endowment FundGrand Rapids Public Library Foundation Fund Grand Rapids Symphony Mosaic ScholarshipGrand Rapids Urban League FundGrand Rapids Youth Commonwealth Endowment FundGrand Rapids Youth Commonwealth– Harry Dolan Camp O’Malley Scholarship Fund Grandville Athletic Boosters Endowment FundGrandville Christian School Foundation FundGROW Bonnie Miller Endowment Fund Guardian Angel Homes Endowment FundKarl Hascall Variety Club Fund Home Repair Service Endowment FundHudsonville Christian School Foundation FundHumane Society of West Michigan Agency Endowment FundHumane Society of West Michigan–Elsie Eggebrecht FundHumane Society of West Michigan–Clarence and Catherine Thielman Endowment FundIndian Trails Camp Endowment FundIndian Trails Camp–Cabin Fund Indian Trails–Paul Clark Blanding Memorial Scholarship Fund Jenison Christian School Endowment FundJenison Public Education Foundation Fund Laureen Kennedy Child Care FundKenowa Hills Education Foundation Fund Kent County Agricultural Preservation FundKent District Library Fund Ladies Literary Club Fund for Literacy Center of West MichiganLowell Area Historical Museum Endowment Fund

Lowell Area Schools Education Foundation Endowment Fund LCTV Endowment Fund Ronald McDonald House Fund The Fred and Lena Meijer FundFred Meijer Mid-West Michigan Rail-Trail Endowment FundMeijer Wealthy Theatre FundMental Health Foundation of West Michigan FundNoorthoek Academy Endowment FundNorthview Education Foundation Endowment FundOpera Grand Rapids Fund Opera Grand Rapids–Betty Van Andel FundRosa Parks Sculpture Maintenance FundPilgrim Manor Endowment Fund Charlotte M. Raniville Fund for the Benefi t of Mary Free Bed GuildRetired and Senior Volunteer Program (RSVP) FundGeorge W. Romney Fund–Heart of West Michigan United Way Volunteer CenterRotary Club of Lowell Foundation Fund Safe Haven Ministries Inc. Endowment FundSt. Cecilia Music Society Building Endowment FundSt. John’s Home Endowment Fund Senior Meals on Wheels of Western Michigan FundSenior Neighbors FundDouglas Leon Spalding Memorial FundSpirit of Solidarity FundNellie H. Stevens Grand Rapids Teachers’ Travel FundKathryn and Dennis Sullivan Charitable Fund The Kathy Timmer Specialized Language Development Learning Center Memorial FundUnity Christian High School Education Support FundWege Wealthy Theatre FundWest Michigan Center For Arts and Technology FundWest Michigan Dental Foundation Fund West Side Christian School Fund Women’s Resource Center Founder’s Circle Endowment Fund World Aff airs Council of West Michigan Endowment FundYWCA Women and Girls Development Fund in Honor of Judy Lloyd

Donor Advised FundsAnonymous Advised Funds (9)The ACH FundMartin J. and Susan J. Allen Family FundRobert N. and Catherine R. Alt Family FundJeff rey and Barbara Arnold Charitable FundThe Banks Family Charitable Fund

12

WALK OR BIKE THE WHITE PINE TRAIL.

Kip and Chris Barber FundJohn R. Bertsch FundJohn and Claire Bissell Advised FundMatthew and Vicki Bissell Advised FundThe Moore Brower Charitable FundArmand F. and Gretchen B. Burch Donor Advised FundAllan R. and Claudia A. Carlson Advised FundCarpenter Advised FundCenter for Systemic Change Advised FundsChris-Tina FundRoger and Sally Ciapara Donor Advised FundColliers International FundPeter C. and Emajean Cook FundRichard C. and Shirley E. Cooper Advised FundDarooge Family Charitable FundRobert J. and Katherine M. Daverman FundDouglas DeBoer Memorial FundEleanor Hager Defoe FundDeLapa Family FundAchille and Irene Despres, William and Andre FundRichard and Helen DeVos Advised FundDyer-Ives Neighborhood FundThe Ebenezer FundEngen Family FundFishell FundFounder’s FundTom and Mickie Fox Family Advised FundWalter B. and Susan S. Freihofer FundThe Jack and Jill French Charitable FundFurniture Manufacturers’ Heritage Advised FundC. John Gill and Rita Williams Family FundRichard and Elizabeth Gillett Family FundThe Tim and Kerry Goaley Charitable FundThe Jack and Sue Hagist Charitable FundJamie Hale Memorial FundThe Brian K. and Jody L. Hart Charitable FundHascall Family Donor Advised FundJanet A. Haynes and Kelsey Haynes Advised FundHeerspink Family Advised FundThe David and Cathy Heldt Charitable FundThe Heuschkel Family Fund in Memory of EmilieBeverly and William Heyne FundStuart and Barbara Hoffi us Family FundThomas E. and Geraldine K. Hogan FundEarl and Donnalee Holton Advised FundKen and June Holtvluwer FundThe Bart and Fran Housman Charitable FundAllen I. and Helen J. Hunting Advised FundDavid and Marilyn Hunting FundWilliam and Beatrice Idema FundJ & N Fund

JCT Donor Advised FundThomas J. and Margaret L. Jack FundAndy and Chrsitina Keller FundLinn Maxwell Keller Donor Advised FundHerbert and Glenna Knape Family FundDavid and Phyllis Koslow FundLafayette FundLoeks Family FundJudson M. and Lynn E. Lynch Family Advised FundEugene G. and Jean P. Lyons Family FundThe EWM FundThe Mackay Charitable FundMankoff Family FundChester and Elaine Maternowski Family FundWayne G. and Rosemary Martin Family FundBarbara Mayo-Johnson Donor Advised FundHendrik and Gezina Meijer FundFrank H. and Virginia L. Merlotti Advised FundPaul C. and Inez L. Miller FundThe Michael and Rachel Mraz FundC. Robert and Patricia Muth FundThe Myers Family FundLeonard and Eileen Newman FundPatricia P. and Armen G. Oumedian Family FundLouis Padnos Iron & Metal Company FundPadnos/Sarosik FundPark Avenue Partners FundThe Eugene and Janice Perkins Charitable FundPeterson Memorial FundMary I. and Robert C. Pew Donor Advised FundVirgil and Louise Phelps Advised FundPimm Donor Advised FundRimbaud FundLeonard and Karen Rinke FundRiver City FundJack and Lija Romence FundThe Scott and Anne Rush Charitable FundNancy and Doug Slade Dynamic Donor Advised FundSligh Memorial FundRichard E. Smoke Advised FundWilliam E. and Norma Sprague Charitable FundDr. Alfred B. Swanson and Dr. Genevieve de Groot Swanson Advised FundArvin L. and Pearl M. Tap FundSteele A. and Mary D. Taylor Advised FundThe Fawcett Tilton Donor Advised FundTimothy FundWayne and Diane Titche FundDaniel and Alice Trapp Family Advised FundAnne Heyboer Vander Heide FundSimon and Mary Vander Kooy Fund


how well do you know kent county?Get out and make stuff happen. Cross off items as you accomplish them. See how long it takes you to get through the list.

Walk the entire perimeter of the Calder.

Look up. Look down. Look around.

BUY LOCAL FOR THE MAJORITY OF YOUR SHOPPING.

SPLASH AT MILLENNIUM PARK.

attend a lecture at a local college.

TAKE A HULA HOOP CLASS.

GIVE TO PUBLIC RADIO: WGVU AND WYCE.

VOLUNTEER ONCE A WEEK.

help a visitor find their way.

CHECK OUT A BOOK, MOVIE OR MUSIC AT GRAND RAPIDS PUBLIC LIBRARY.

VISIT THE FARM AT FREDERIK

MEIJER GARDENS.

PICK APPLES OR BLUEBERRIES AT A NEARBY ORCHARD.

SEE A SHOW AT THE WEALTHY

THEATRE.

RIDE THE RAPID.

RUN THE 5/3 RIVER BANK RUN.

EXPERIENCE THE ART AT

GRAM.


Roger and Jacquelyn Vander Laan Family FundThe Earl and Gert Visser Charitable FundThe Timothy and Susan Visser Charitable FundWarner Norcross & Judd FundWaters Corporation/Cassard Family Donor Advised Fund The John J. Wheeler Charitable FundThe Sue and Jim Williams Donor Advised FundWKKF Advised FundKate Pew Wolters FundThe Beth Anne and Timothy F. Ziegler Charitable Fund

Field of Interest FundsKathryn L. Adamson Fund for ChildrenKathryn L. Adamson Fund for the ElderlyAfrican American Heritage FundGeorge M. Ames FundLucy E. Barnett Trust for the ElderlyJohn, Margaret and Maryellen Berry FundChallenge Scholars FundCherry (Mrs. James) Carpenter Fund for ChildrenCommercial Economic Development FundBruce Alexis Cornelius Memorial Fund for Mental Health AgenciesGeorge M. and Lucinda Ann Edison Memorial Trust FundEmma Sherwood Evans Trust FundCharles Evenson Fund for the EnvironmentWilliam S. Folz Fund for Cancer ResearchFund for Academic AchievementFund for Arts and Social EnrichmentFund for Economic ProsperityFund for Healthy EcosystemsFund for Healthy PeopleFund for Vibrant NeighborhoodsHealthy Youth & Healthy Seniors FundCecilia Hoagland Fund for Local VeteransArthur H. Holmes Handicap FundHomeless Prevention Endowment FundMary I. and David D. Hunting Family FundElizabeth J. Steed Johnson Fund for Healthcare and Community HealthKen, Melinda and Andrew Krei Youth FundLadies Literary Club Fund for Literary ArtsThe C. Lincoln Linderholm TrustDuncan Littlefair Literary Fund for ChildrenGordon and Janet Moeller, Food Security FundNeedy Children Field of Interest FundEstate of Annette RichardsKathryn and Dennis Sullivan Charitable Fund SVI–Social Venture Investors FundKenneth M. Sweers Fund for the Homeless

Herbert and Doris Vander Mey Fund for Treatment of Neurological DiseasesYouth Field of Interest Fund

Operating/Special Project FundsAdministrative FundSpecial Project Funds Building Campaign Fund Challenge Scholars Program Fund Coalition of Community Foundations for Youth Community Experience Partnership Fund Good Schools and Good Classrooms Fund Grand Rapids Police Department History Book Project JEHT Foundation Reentry Initiative Fund Kent County College Access Network Nonprofi t Technical Assistance Fund Red Brick Building II Inc. Rosa Parks Sculpture Project Fund Talent 2025 Talent Dividend Vandenberg Statue Project Fund Youth EmploymentCharitable Gift Annuity Funds (46 funds)

Scholarship FundsGeneral Scholarship FundAltrusa Scholarship FundArts Council of Greater Grand Rapids Scholarship FundNoyes L. Avery Jr. and Ann E. Avery FundBlack Men Building Resources Scholarship FundGeraldine Geistert Boss Scholarship FundHarry J. Brown and Lucille B. Brown Scholarship FundOrrie and Dorothy Cassada Scholarship FundLlewellyn L. Cayvan String Instrument Scholarship FundChallenge Scholars Scholarship FundThomas D. Coffi eld Scholarship FundPaul Collins Scholarship FundCountry Fresh LLC Scholarship FundGerald M. Crane Memorial Music Scholarship FundAchille and Irene Despres, William and Andre Scholarship FundDonald J. DeYoung Education FundEdwin F. Doyle Scholarship FundEconomic Club of Grand Rapids Scholarship FundVernon and Johanna Ehlers Community ScholarshipVirginia Valk Fehsenfeld Scholarship FundMelbourne and Alice E. Frontjes Scholarship FundCarolyn Gallmeyer Fund Mathilda Gallmeyer Scholarship FundGrand Rapids Combined Theatre Scholarship Fund

14

Grand Rapids Scholarship Association FundHackett Family Scholarship FundGuy D. and Mary Edith Halladay Trust FundDonald and Florence Hunting Memorial FundThe Jack Family Educational FundCamilla C. Johnson Scholarship Trust FundKommer Scholarship FundLadies Literary Club Scholarship FundLavina A. Laible Scholarship Trust FundStephen D. Lankester Scholarship FundSherman L. and Mabel C. Lepard Scholarship FundJohn T. and Frances J. Maghielse Scholarship FundFred and Lena Meijer Scholarship FundsMiller Johnson West Michigan Diversity Scholarship FundThe Joshua Esch Mitchell Aviation Scholarship FundRobert L. and Hilda Treasure Mitchell Scholarship FundHarry J. Morris Jr. Emergency Services Education Scholarship FundDr. Patricia E. Newby Close Up Scholarship FundPeggy (Kommer) Novosad Scholarship FundPatricia P. and Armen G. Oumedian Scholarship FundForrest Arthur Pletcher Memorial FundReach for Your Goal Scholarship FundJosephine Ringold Scholarship FundMargery J. Seeger Scholarship FundRonald T. Smith Family Scholarship FundGladys A. Snauble Scholarship FundChristine Soper Scholarship FundDr. William E. and Norma Sprague Scholarship FundDorothy B. and Charles E. Thomas Fund in support of the Ringold ScholarshipDorothy J. Thurston Scholarship FundMildred E. Troske Scholarship FundTrust of the GR Federation of U of M Alumnae Club University of Michigan GR Alumnae Trust Scholarship Fund Margaret Appelt Kerr Fund Meta Prange Murphy/Lucille Prange Fund Rosemary Scott Fund Gretchen Slack Appelt and Doris Ann Slack Scholarship FundRoger and Jacquelyn Vander Laan Family Scholarship FundKeith C. VanderHyde Scholarship FundJacob R. and Mary M. Van Loo; Lenore K. Van Loo; and Anne Van Loo Eldred Scholarship FundChad Vollmer Scholarship FundWarner Norcross & Judd Scholarship FundDonald M. Wells Scholarship FundElmo Wierenga Ottawa Hills Alumni Scholarship FundWalter C. Winchester Scholarship Fund

Michael J. Wolf Scholarship FundViolet Wondergem Health Science Scholarship FundAudrey L. Wright Scholarship FundYouth Enrichment Scholarship Program

Unrestricted FundsFund for the Community GoodContributions Receivable (split-interest) John H. and Nancy L. Batts Trust, Mr. and Mrs. Max Doering Trust, Diane S. Farage Trust, Edwin R. Hondelink Trust, Clare and Grace Jarecki Trust, Ben Lee Jr. Estate, Millard M. Moore and Viola M. Moore Trust, C. Allen Payne Trust, Caroline P. Schoonbeck Trust, Dorothy Scholwalter Estate, G. F. “Deck” and Ruth Stewart Estate, Herbert E. Thurston Family Trust, Kenneth Vonk TrustMarian A. Aldrich FundAmerican Box Board Community FundEmployees of Autocam FundJames and Margaret Black EstateJohn W. and Margaret Bertsch FundEdward H. Blickley FundHarvey and Margaret Brower FundOrville and Jean Bulman EstateAllan and Claudia Carlson Family FundWilliam J. Chaille FundEugene D. Conger FundLouis A. Cornelius TrustDallas and Helen Darling FundCornelia De Fouw FundGeorge and Louise Egeler FundEngineered Protection Systems FundHenry A. Fox Family FundMr. and Mrs. David G. Frey FundJim McKay and Twink Frey FundMrs. L. C. Gardner FundCarol E. Greene Fund for Community GoodChester A. Hall FundLeon W. Hall FundStanley C. Hall FundHaslinger Family FundMinnie E. Haven FundElizabeth Herkner FundEdward M. Herpolsheimer FundKarl E. Herpolsheimer FundDirk and Victoria Hoffi us FundOrianna D. Hooker FundArthur J. and Sue H. Hoover FundWalter D. Idema FundWalter D. Idema Charitable Trust



Clare and Grace Jarecki FundElizabeth J. Steed Johnson FundKent Charitable FundWilliam E. and Sue Kincaid FundMary Jane Kirchgessner TrustJane and Sam Kravitz Fund for Community GoodRobert J. Kulms TrustPerry M. and Hazel A. Lawr FundBen H. Lee Jr. FundHarvey E. Lemmen FundClara T. Limbert FundGertrude Lindberry FundCharles W. Loosemore FundHale J. Mackay FundWilliam S. Martens Hundred Club FundGlen C. Mason FundGeraldine F. Masters FundMr. and Mrs. Edward C. McCobb FundIsabel McLeod FundGeorge and Mary Metz Charitable FundMary D. Morman TrustEstate of Melanie L. MuirEstate of Dr. Cliff ord T. NelsonFrancis J. O’Connor FundCharlotte M. Raniville FundLeonard and Dora Rosenzweig FundTheodore R. and Caroline Schoonbeck Fund

Grace L. Schouten Memorial Trust FundWillard and Barbara Schroeder FundMargery Seeger FundErin Slade Memorial FundEstate of Isabelle and Herman SlangerEileen Slootmaker FundMary A. and Lenore G. Smith FundMarvin Stahl FundPaul L. Steketee FundGraham F. “Deck” and Ruth B. Stewart FundJoseph and Helen Tulos FundAdrian Van Daalen FundEarle Vande Poel Charitable FundKeith C. VanderHyde FundBiem H. and Irene G. Vandermass FundEnglebert J. and Lelah Sexton Vogt TrustEstate of Ralph A. VoigtJeanette Shelly Warner FundJohn C. Whitcomb FundMarion Stuart White FundEstate of Zoe F. Whitworth TrustMrs. Imogene W. Wickett FundArthur D. Wolf Foundation TrustCharles D. and Irene A. Worden FundEstate of Curtis M. WylieGeorge L. and Esther B. Young Trust

total number of funds:

537total assets held:

$249,929,707

16

July 1, 2011 to June 30, 2012This list includes organizations that received a competitive

grant award from the Community Foundation’s Unrestricted,

Field of Interest and Designated Funds.

Aberdeen Elementary SchoolACCESS of West MichiganAgricultural Preserve Board of MichiganAll Saint’s Academy Elementary SchoolArbor Circle CorporationArea Agency on AgingArtPrizeArts Council of Greater Grand RapidsArtServe MichiganAsian and Pacifi c Islander American Vote–MichiganBehavioral Resources & Institute for Neuropsychological ServicesBethany Christian ServicesBoy Scouts of America–Gerald R. Ford CouncilBoys and Girls Clubs of Grand Rapids Youth CommonwealthCamp BlodgettCamp GreenwoodCamp Henry c/o Westminster Presbyterian ChurchCamp RogerCamp Shout OutCamp Tall TurfCampus Early Childhood CenterCatherine’s Health CenterCity of Grand Rapids Coit Creative Arts AcademyCommunity Circle TheatreCommunity Foundation InsightsCommunity Spay/Neuter Initiative PartnershipComprenewConductive Learning CenterCouncil of Michigan FoundationsCouncil on FoundationsCreston High School

Creston Neighborhood AssociationDA Blodgett–St. John’sDegage MinistriesDisability Advocates of Kent CountyDispute Resolution Center of West MichiganDown Syndrome Association of West MichiganDwelling Place of Grand RapidsEast Hills Council of NeighborsEast Leonard ElementaryFeeding America West MichiganFirst Steps KentFirst Tee of West MichiganFriends of Grand Rapids ParksGays In Faith TogetherGilda’s Club Grand RapidsGirl Scouts of Michigan Shore to ShoreGirls Choral AcademyGoodwill Industries of Greater Grand RapidsGrand Rapids Christian Elementary SchoolGrand Rapids Christian Middle SchoolGrand Rapids Montessori 4-8 AcademyThe Grand Rapids Red ProjectGrand Rapids Urban Young LifeGrand ActionGrand Rapids Public SchoolsGrand Rapids SymphonyGrand Rapids Urban League Inc.Grand Valley Metropolitan CouncilGrand Valley State UniversityGrantmakers for EducationGrantmakers for Eff ective OrganizationsGreater Grand Rapids Bicycle CoalitionGuiding Light MinistriesHabitat for HumanityHarrison Park SchoolHealth Intervention ServicesHealthy Homes Coalition of West MichiganHeart of West Michigan United WayHeartside Ministry Inc.

The Community Foundation supports nonprofi t organizations that help achieve its

leadership goals, which include: fostering academic achievement, building economic

prosperity, supporting healthy ecosystems, encouraging healthy people, supporting

social enrichment and creating vibrant neighborhoods.


grants

Making a Grant Request: Grand Rapids Community

Foundation’s Community Action Committee and the

Board of Trustees award grants six times a year, after a

comprehensive review by staff members. Grand Rapids

Community Foundation accepts pre-applications and grant

applications throughout the year. Minimally, grant applicants

must serve people in Kent County, be submitted by a 501(c)(3)

organization, and work in the areas of academic achievement,

arts and social enrichment, economic prosperity, vibrant

neighborhoods, healthy ecosystems and/or healthy people.

Our guidelines detail other criteria necessary for funding

consideration. Teacher and student minigrant applications for

classroom projects are submitted and awarded each fall.

Scholarships are processed in the spring with an early April

deadline for application and a June notifi cation date. To learn

more about submitting a pre-application or applying for a grant,

minigrant or a scholarship, please visit the Community

Foundation online at www.grfoundation.org or call 616.454.1751.


Heritage Hill AssociationHudsonville Public SchoolsIndian Trails CampJohn Ball Zoological SocietyJubilee JobsKen-O-Sha @ Van AukenKen-O-Sha @ WellerwoodKent CountyKent County Health DepartmentKent County Land Bank AuthorityKids’ Food BasketKent Intermediate School DistrictLily’s Frog Pad Inc.Lincoln Lake Baptist Youth Camp Inc.Lincoln SchoolLiteracy Center of West MichiganMake-A-Wish Foundation of MichiganMental Health Foundation of West MichiganMichigan Organizing Project (MOP)MLK Leadership AcademyMomsBloom Inc.Muscular Dystrophy Association of Grand RapidsNCCS Camp NewaygoNew Hope Baptist ChurchNorth Park Elementary SchoolOttawa Hills High SchoolOur Hope AssociationPalmer Elementary SchoolRidgemoor Early Childhood CenterRiverside Middle SchoolRonald McDonald House of Western MichiganSacred Heart SchoolThe Salvation ArmySenior Neighbors Inc.Senior Sing AlongShawnee Math/Science Tech AcademyShawnee Park Hearing ImpairedSibley Elementary SchoolSouth West Area Neighbors Inc.Sparta Chamber of CommerceSpecialized Language Development CenterSpectrum Health FoundationSpring Hill CampsSteepletown Neighborhood Services Inc.United Church Outreach MinistryUnited Methodist Community HouseUrban Institute for Contemporary ArtsWell HouseWest Catholic High SchoolWest Leonard Early Childhood CenterWest Michigan Center for Arts & Technology

West Michigan Sports CommissionWest Michigan Strategic AllianceWidowed Persons ServiceYMCA of Greater Grand Rapids

Grand Rapids Community Foundation Youth Grant Committee AwardsBaxter Community CenterCalvin CollegeCity of Grand RapidsComprehensive Therapy CenterComprenewGrand Rapids Track ClubGrand Valley State UniversityHispanic Center of Western MichiganR.E.A.A.L.Specialized Language Development CenterVSA Michigan-Grand Rapids

Grants from Community Funds Held at Grand Rapids Community Foundation YOUTH = grant from Youth Grant Committee Fund

Ionia Community Foundation

Adult Handicapped Program Belding Area Schools-School Service Fund YOUTH

Children with Hair Loss City of BeldingCity of Ionia Classic Car Club of America Museum Inc. Council of Michigan Foundations First Congregational Church of Portland Friends of the Fred Meijer Clinton-Ionia- Shiawassee Trail Habitat for Humanity Hillsdale College Ionia Community Library Ionia County Economic Alliance Ionia County Intermediate School District YOUTH

Ionia County Intermediate School District Ionia Public Schools YOUTH

Ionia Public Schools Lakewood Public Schools Manna’s Market Portland District Library Portland Public Schools R.E. Olds Museum Saranac Community Schools Saranac Public Library

18

St. Patrick’s School United Methodist Church of Portland United Way of Ionia County

The Lowell Area Community Fund

City of LowellFlat River Outreach Ministries Inc.Greater Lowell Chamber FoundationKent County Youth Agricultural AssociationLowell Area Historical MuseumLowell Area SchoolsLowell Area Schools Education FoundationLowellArts!Lowell Chamber FoundationLowell Community WellnessLowell Friends of the LibraryYMCA of Greater Grand Rapids

Southeast Ottawa Community Fund

Georgetown Charter TownshipGrand Rapids Opportunities for WomenHudsonville Public SchoolsJenison Public Education FoundationMSU Extension (Ottawa County)

Sparta Community Fund

Sparta Cooperative Preschool Council of Michigan Foundations Family Futures YOUTH

Mamrelund Lutheran Church Sparta Area Schools Sparta Area Schools YOUTH

Sparta Township Sparta Township Library Sparta Township Library YOUTH

Sparta United Methodist St. Bartholomew Catholic Church

Wyoming Community Fund

Camp Blodgett YOUTH

Children’s Assessment CenterCity of Wyoming YOUTH

City of Wyoming Community Spay/Neuter Initiative PartnershipCompassion This Way Council of Michigan FoundationsThe Dock Outreach Ministry Exodus Place Family Network Fanconi Anemia Research Fund Inc. Greater Wyoming Community Resource Alliance (GWCRA)Home Repair Services of Kent County Inc. Isaiah 58 12 Kids’ Food Basket YOUTH

Neighborhood Ventures Pregnancy Resource Center Specialized Language Development Center YOUTH

* From this amount, Donor Advisors made grants totaling $3,618,466 to 297 organizations.

Nonprofi t and Designated Funds held at the Community Foundation made 71 grants

totaling $1,793,820.


Total grants and scholarships awarded:

$11,029,762*


Funds Providing Awards:Altrusa International of Grand Rapids Scholarship FundNoyes L. Avery Jr. and Ann E. Avery FundBlack Men Building Resources Scholarship FundGeraldine Geistert Boss Scholarship FundHarry J. Brown and Lucille B. Brown Scholarship FundOrrie and Dorothy Cassada Scholarship FundLlewellyn L. Cayvan String Instrument Scholarship FundThomas D. Coffi eld Scholarship FundPaul Collins Scholarship FundCountry Fresh LLC Scholarship FundGerald M. Crane Memorial Music Scholarship FundAchille and Irene Despres, William and Andre Scholarship FundDonald J. DeYoung Education FundEdwin F. Doyle Scholarship FundEconomic Club of Grand Rapids Scholarship FundVirginia Valk Fehsenfeld Scholarship FundMelbourne and Alice E. Frontjes Scholarship FundCarolyn Gallmeyer FundMathilda Gallmeyer Scholarship FundGrand Rapids Combined Theatre Scholarship FundGrand Rapids Scholarship Association FundHackett Family Scholarship FundGuy D. and Mary Edith Halladay Trust FundDonald and Florence Hunting Memorial FundThe Jack Family Educational FundCamilla C. Johnson Scholarship Trust FundPeggy (Kommer) Novosad Scholarship FundKommer Scholarship FundLadies Literary Club Scholarship FundLavina A. Laible Scholarship Trust FundStephen D. Lankester Scholarship FundSherman L. and Mabel C. Lepard Scholarship FundLowell Englehardt/Runcimen ScholarshipFred and Lena Meijer Scholarships for Employees & Fred and Lena Meijer Scholarships for Children of Employees

Miller Johnson West Michigan Diversity ScholarshipThe Joshua Esch Mitchell Aviation Scholarship FundRobert L. and Hilda Treasure Mitchell Scholarship FundPatricia P. and Armen G. Oumedian Scholarship FundForrest Arthur Pletcher Memorial FundReach for Your Goal Scholarship FundJosephine Ringold Scholarship FundScholarship (General) FundMargery J. Seeger Scholarship FundRonald T. Smith Family Scholarship FundGladys A. Snauble Scholarship FundChristine Soper Scholarship FundDr. William E. and Norma Sprague Scholarship FundDorothy B. and Charles E. Thomas Fund in support of the Ringold ScholarshipDorothy J. Thurston Scholarship FundChad Vollmer Scholarship FundMildred E. Troske Scholarship FundUniversity of Michigan Grand Rapids Alumnae Trust Scholarship FundUniversity of Michigan Grand Rapids Alumnae– Margaret Appelt Kerr FundUniversity of Michigan Grand Rapids Alumnae– Meta Prange Murphy/Lucille Prange FundUniversity of Michigan Grand Rapids Alumnae– Rosemary Scott FundKeith C. VanderHyde Scholarship FundRoger and Jacquelyn Vander Laan Family Scholarship FundJacob R., Mary M. and Lenore K. VanLoo Scholarship FundWarner Norcross & Judd Minority Scholarship FundDonald M. Wells Scholarship FundElmo Wierenga Ottawa Hills Alumni Scholarship FundWalter C. Winchester Scholarship FundMichael J. Wolf Scholarship FundViolet Wondergem Health Science Scholarship FundAudrey L. Wright Scholarship FundYouth Enrichment Scholarship Program

SCHOLARSHIPS

This year, a total of 1890 students applied for scholarships; 584 were awarded a total of $844,250 in scholarships.

Ben Kraft, Scholarship Recipient

“I just sat at the table and cried,” said

Ben Kraft. Two letters from Grand Rapids

Community Foundation arrived in the mail.

A year ago, a similar Community Foundation

letter told him he had not been selected for

an award. “When I opened them this year

I couldn’t believe it!” he said. The Grand Valley

State University nursing student received

two scholarships, the new Fred & Lena Meijer

Scholarship, an award of $10,000, and the

Violet Wondergem Health Science Scholarship

of $2,000. “I can barely express how much this

means to me. I didn’t know how I was going to

pay for the next four semesters of school.

Now I don’t have to worry. I can just focus on

school, my family and my future. My motto is

‘no excuses.’ I was the biggest impediment to

my success. Once I stopped accepting excuses

then things started coming together for me.”

The dad of three children (Jacqulin, Franklin

and Aubrey, who is pictured here) works

full-time at Meijer as a produce manager.


Colin Chelovich and Molly Tupper Chelovich

Molly didn’t think she’d return to her hometown, Grand Rapids, after college. “But my career with Merrill Lynch, which began with an internship, has always provided opportunities. When a position opened here, we thought, why not? It is very diff erent than when I was in high school, and it has been fun to get reacquainted with the town,” she said. “For me, Grand Rapids was a blank slate,” Colin said. Molly met Colin, a native Hoosier, when they were students at Butler University. “Growing up near Chicago, we had the ‘big-city-million-things-to-do’ feel. Grand Rapids has that same feeling, but is more tight-knit,” he said. “Our roots are planted here. Now it’s home to me,” Colin said. Molly’s client base continues to grow here in Grand Rapids; Colin is fi nishing a teaching degree and coaching high school football at Northview. As Big Changers at the Community Foundation, Molly and Colin make annual gifts to the Fund for Community Good. They are passionate about programs that benefi t education and the Alzheimer’s Association.



GERT AND EARL Visser

A church young people’s convention brought Grand Rapidian Earl Visser to Pella,

Iowa. At his farm homestay, a young lady named Gert caught his eye. “Yes, I was the

farmer’s daughter. I graduated from high school at 17 and taught fi rst grade that fall

in a small Christian school. For three summers I came to Calvin College for summer

school,” Gert said. She and Earl reconnected.

After Calvin, Earl went to medical school at University of Michigan. He and Gert

married in 1954. “We have been blessed,” said Earl. His anesthesia practice supported

the family and helped send their four children to Calvin College. All eight of their

grandchildren are now Calvin students.

The Vissers have a Donor Advised Fund with the Community Foundation. Their

charitable interests include Grand Rapids Symphony, Inner City Christian Federation,

Calvin College and Calvin Seminary. They also established a research scholarship

at Calvin to honor the memory of their son, Dr. Daniel J. Visser.

MY GRAND RAPIDS FAVORITE THINGSThink local. Be local.

festival

politician

street

artist

after work spot

brewery (or coff ee shop)

movie venue

outdoor activity

gift to give

place to send an out-of-towner

superhero

pizza place

beach

author

website

nonprofi t

statue

sports team

causes I care about

place to worship

means of transportation

band

ice cream (shop, brand or fl avor)

sound


ELLEN JAMES

A Grand Rapidian since elementary school, Ellen James loves this place.

“It has helped me to be all that I can be,” she said. “I’ve been mentored

and encouraged by so many people to do the things that I do. Grand

Rapids has its problems—racism, sexism, class, economics and

gender—but many in the community are open to talking about them.”

Retired after 30 years with the City of Grand Rapids, she stays

active. Her involvement includes serving as a founding elected

member of the Grand Rapids Community College board of

trustees, Porter Hills Foundation board, and the City’s

Community Relations Commission. “In my work, I honor my

parents. They taught the importance of giving back to others,”

Ellen said. She helped lead an eff ort to bring the Rosa Parks

statue downtown, because Parks “was courageous and teaches

us to stand by our beliefs, even when it is not popular.”

At the Community Foundation, Ellen supports the

African American Heritage Fund.

It is an unlikely Field of Dreams—a deep, rutted gully near Rockford, surrounded by trees and brush. West Michigan Sports Commission has a vision, and with a $150,000 grant from Grand Rapids Community Foundation, they’re fi nalizing a capital campaign for a complex to host baseball and softball tournaments. “It will help develop our local economy through visitor spending,” said Mike Guswiler, executive director of the Commission. A growing number of youth engage in tournament softball and baseball, which requires regional travel. “Hundreds of families will stay in hotels and eat in restaurants for the duration of a weekend tournament. The complex will provide 12 fi elds for Little Leaguers to adults to play ball, as well as a fi eld that is designed for people with disabilities. An adjacent Plainfi eld Township property will also feature soccer fi elds, mountain bike trails and an indoor archery range; rounding out sports off erings,” he said. And that gully—it will be a sledding hill in the winter.

West Michigan Sports Commission


Bethany Refugee Health Services

Htee Khu and her family escaped unrest in their home country of Burma, now called Myanmar. They lived for 16 years in a refugee camp in Thailand, where daughter Lar Ka Du Paw contracted encephalitis, causing cognitive and physical impairments. “Warehousing refugees in large camps for extended periods of time, with few or no medical resources, has contributed to complex and chronic health issues,” said Elizabeth Smith, refugee medical coordinator at Bethany Christian Services. Refugees who immigrate to the U.S. are entitled to 90 to 180 days of health care case management. But Lar Ka Du Paw arrived in Grand Rapids in 2011 needing extended and specialized care. An $80,000 Community Foundation grant helped her and other refugees receive that care. “I do not fear anything,” Htee Khu said about her immersion into Grand Rapids. “There is much freedom and this is our home now.”


OUR AMAZING DONORS big changers // Donors // Lifetime Partners // Partners // Metz Legacy Society //

Corporate Charitable Funds // DESIGNATED FUNDS // Donor Advised Funds //

Field of Interest Funds // Named Funds for Community Good // Scholarship Funds //

Special Project Funds // Sponsors // In-Kind Contributors // july 1, 2011 to june 30, 2012

We are always thankful to our donors who believe in the Community Foundation’s mission and support it with generous gifts each year.

In previous annual reports we’ve included a list of our donors—and this year, the list is online. We have been considering this option for some time now and decided this would be the year to make the change. It will result in some cost and tree-savings. We think it is a good thing.

You can view this year’s donors at www.grfoundation.org/donorlist or scan this QR code with a QR code reader app on your smartphone.

26 community happens here

Top row, left to right:Robert W. Roth, President & CEO, RoMan Manufacturing Inc., 2012 Vice ChairCecile Cave Fehsenfeld, President, Schuler Books & MusicChristina L. Keller, Business Unit Leader, Triple QuestWayman P. Britt, Assistant County Administrator, Kent County AdministrationCarol J. Karr, Attorney, Miller Johnson, 2011 ChairPaul T. Doyle, Principal, Paul T. Doyle & Associates LLC

Bottom row, left to right:Laurie F. Beard, President & CEO, Founders Bank & TrustArend D. Lubbers, President Emeritus, Grand Valley State UniversityBonnie K. Miller, Retired, United BankPaul M. Keep, Executive Editor of Print, MLive Media GroupEva Aguirre Cooper, Director of Community Aff airs, WOOD TV8, 2011 Vice Chair, 2012 Chair

Not pictured: Khayriyyah Muhammad Smith, East Kentwood High School, Student Trustee

board of trustees 2011/12

www.grfoundation.org 27

about the community foundation:

gifts, growth, grants and leadership

Since 1922, Grand Rapids Community Foundation has

been the community’s leading foundation. Our grantmaking

is made possible by fi nancial gifts from donors—people

who care about Kent County and want to see it prosper

and grow. Our endowment is nearly $250 million and is our

sustainable source for fi nancial support for the community

now and into the future. We make about $10 million in

annual grants in six priority areas: academic achievement,

arts and social enrichment, economic prosperity, healthy

ecosystems, healthy people and vibrant neighborhoods.

We lead by bringing people together to solve complicated

community problems, realizing that, for some issues,

there are no fast solutions or easy answers. We’ve been

around for 90 years, and we’re willing to see a project

through over time.

< This mural that graces our building was created by ArtPrize artist Daan Hoekstra in 2009.

28

leadership & staff

Top photo, left to right:Ann Puckett, Program Assistant/IS AssociateHilda Gutierrez, Mentor Michigan College Coaching Corps AmeriCorps MemberDiana Sieger, PresidentLynne Black, Vice President, Finance & AdministrationRená Guttrich, Executive Assistant

Bottom photo, left to right:Natalia Alejos, ReceptionistShavon Doyle, Grants Management AssistantMarcia Rapp, Vice President, Programs

If I had $250 million to share, here’s what I would do:

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

www.grfoundation.org 29

Top photo, left to right:Mary Karrip, Development AssistantGina Bovee, Development DirectorLisa Brown, Donor Services AssociateCris Kutzli, Youth & Education Program DirectorTracy Van Solkema, Campaign & Research Associate

Bottom photo, left to right:Kevin Harmelink, ControllerBarb Forseman, Finance & Administration AssistantKate Luckert Schmid, Program DirectorLaurie Craft, Program Director

30 community happens here

Top photo, left to right:Marilyn Zack, Vice President, DevelopmentJill Tiefenbach, Program Administrative AssistantJan Burns, Development Administrative Assistant

Bottom photo, left to right:Amanda St. Pierre, PR & Marketing SpecialistRoberta King, Vice President, PR & MarketingJonse Young, Donor Services DirectorShaun Shira, Development Offi cer

Not pictured: Ruth Bishop, Education Program Offi cer

We were also honored to work with AmeriCorps member Vaughn Love and PR & Marketing interns Molly Murray, Jordan Jessen and Katie Sandor this year.


And don’t forget to:

Done. And done.

31

32

COMMITTEES

Advisory CouncilBob Roth,* Chair

Christina ArnoldAndrew BrowerTripp CorlKurt DietschFloriza GenautisJeff GietzenMaxine GrayJeff HillKeith HopkinsSonya HughesJoe JonesLinda McCarterCarol Paine-McGovernPaul Moore Minnie MoreyMike MrazJosé ReynaCarlos SanchezEmily Stoddard Furrow Eddie TadlockDan VanKalkerBeverly WallGina Bovee, Staff Shaun Shira, Staff

AuditPatrick Repins, Chair

Lori BakerDori DankoBonnie Miller*Lynne Black, Staff Kevin Harmelink, Staff Diana Sieger, Staff

Challenge Scholars Advisory CouncilMel Atkins Jr.Patty BakerRebecca BignallJohnny Brann Jr.Craig DatemaJulie DavisArelis DiazPaul Doyle*Carolyn EvansDonna EwiglebenArthur Garner EdDBeverly GrantWalter Gutowski Jr.Gwendolyn HeatleyJohn HelmholdtJustin JenningsMary Jo KuhlmanMike NassarPatricia Oldt PhDStacy StoutAnessia Tala-ClarkEric WilliamsRuth Bishop, staff Cris Kutzli, staff

Community ActionPaul Keep,* Chair

Eva Aguirre Cooper*Jeanne Arnold EdDWayman Britt*Reneé HamptonCarlos Sanchez Rick TreurTaylor WondergemLaurie Craft, Staff Shavon Doyle, Staff Kate Luckert Schmid, Staff Marcia Rapp, Staff

Good Classrooms SelectionDorothy Armstrong PhDBeth Batts Sally Coburn Walter DeBoer EdDCheryl Endres Jean Enright Casey Gordon Cathy Konynenbelt Temprance Mann Elisha Marr Diane McMillan Kathy Meuser Carole Morgan Williams Bernie Stanko EdDCris Kutzli, Staff

Investment ReviewMichael Rosloniec, Chair

Jason Brinks Ben IrwinBonnie Miller*Bob Roth*Kathleen VogelsangKerby WallickLynne Black, Staff Kevin Harmelink, Staff Diana Sieger, Staff


We off er a special thank you to the people who served on a variety of Community Foundation

committees in 2011/12.

*Trustee

33

ScholarshipJune AndersonRon ApolMary M. AppeltKathy BoylonReed BretzFredrick G. BriscoeEllen CarpenterJack C. Cliff ordClay ColemanJohn D. DarlingGail O. DeYoungMilton F. EhlertHugh EisenGeorgia EversePatricia D. GardnerVictoria GibbsDareather GreerKathy HackettJanet A. HaynesRobert W. HendricksonRandall HoekstraJennifer L. Jordan JDCathryn KeatingRodney LewisWendy Lewis JacksonTammy LoomanElias LumpkinsMarney MacAdamJ. Joseph MapesJ. Stephen MarshallRodney D. MartinDiane McMillanPam E. MitchellWilliam H. MitchellDavid MixCarole Morgan WilliamsCarol MuthCandy NovenskePeggy NovosadHelen Oudendyk

Armen G. OumedianBarbara B. PaneralAnke PearsonSalvatore W. PirrottaJane PlaistedCharles F. PletcherVirginia ProctorNancy ReahmSusan RiosRichard A. RoaneJamiel RobinsonHuemartin Robinson IIFrederick Sebulske IIIWendy L. StockDorothy J. ThurstonMarilyn TitcheVert TriceJacquelyn Vander LaanLou VanderHaveDiane VanderVeenJade VanderVeldeJeff rey J. VanWinkleBarbara WepmanCarol WerkemaJames B. White Sr.Fredericka D. Williams Hayes

TrusteeshipArend Lubbers*Bonnie Miller*Diana Sieger, Staff

Youth GrantTeyland AveryHannah BodnarMax BoorsmaChaslyn BurtDonovan CummingsHailey DannJude EyambaJack GouldQuinn HascallNathan HurwitzDarryl JohnsonNick KooyerKatie KrausAnneke LehmannNoah LehmannCaroline LiskeMyles McCurdyMarkyshia MeadowsVlastibor Minarovjech Khaysirah Muhammad Smith Khayriyyah Muhammad Smith*Matt NorrisYasmeen RobinsonDeja SmithDesmond SmithMackenzie SwartLexie SweatAlex TarrAlondra Abigail Vergara-DiazAaron WilliamsDakota WolterAustin YoungCris Kutzli, Staff



Done. And done.

*Trustee

34

HOW TO SAY COMMUNITY IN 10 LANGUAGES

Swedish:samhälle

Spanish:sociedad

Dutch:gemeente

Filipino:komunidad

German:gemeinde

Latvian:kopiena

Irish:pobail

Swahili:jumuiya ya

Chinese:

Vietnamese:dân chúng

Do you have a single word that describes community?

FINANCIALS 2011/12

Statements of Financial Position, June 30, 2012 2012 2011

ASSETS

Investments, at Market Value $ 223,912,477 $ 229,277,057Benefi cial Interest in Perpetual Trusts 2,242,652 2,408,129Split-Interest Agreement Receivables 3,453,516 4,338,312Gifts and Pledges Receivables 1 1 ,427,986 3,497,581Notes Receivable 1,730,745 2,627,002Property, Furniture and Equipment, Net of Accum. Depreciation 4,734,203 4,692,804Prepaid Expenses 2,480 51,000Reinsurance Contracts 1,657,462 2,550,593Cash Surrender Value of Life Insurance 515,703 467,735Financing Costs 252,483 307,348 Total Assets $ 249,929,707 $ 250,217,561

LIABILITIES AND NET ASSETS

Liabilities Grants and Scholarships Payable $ 5,123,529 $ 4,584,187Long-Term Debt 4,000,000 4,000,000Charitable Gift Annuities Payable 2,591,124 3,523,665Funds Held on Behalf of Nonprofi t Endowments 1 1 ,406,910 12,316,134 Total Liabilities $ 23,121,563 $ 24,423,986

Net Assets

Unrestricted: Board Designated Endowment $ 189,461,381 $ 196,464,022 Undesignated 3,601,539 5,595,000Temporarily Restricted 28,373,114 18,358,35 1Permanently Restricted 5,372,110 5,376,202 Total Net Assets $ 226,808,144 $ 225,793,575

Total Liabilities and Net Assets $ 249,929,707 $ 250,217,561


35

Statements of Activities, Year Ended June 30 2012 2011

REVENUES AND GAINS/LOSSES

Investment Income $ 3,245,518 $ 3,212,834 (Net of investment expenses of $1,103,098 in 2012 and $1,175,009 in 2011)

Realized Gains/(Losses) on Sale of Investments 1,890,487 5,922,183 Change in Market Value of Investments (11,325,871) 30,482,977 Bequests and Gifts 21,124,765 12,121,941 Change in Value of Charitable Gift Annuities (115,765) (209,058)Change in Value of Split-Interest Agreements (159,836) 707,340 Less: Amounts Allocable to Nonprofi ts 27,616 (2,534,344) Total Revenues and Gains/(Losses) $ 14,686,914 $ 49,703,873

EXPENSES

Grants and Scholarships Authorized $ 11,029,762 $ 10,029,728 Charitable and Philanthropic Expenses 1,055,878 847,175 Community Initiatives 70,878 155,474 Less: Amounts Allocable to Nonprofi ts (881,609) (618,642)Supporting Services: Management and General 946,863 940,974 Development and Marketing 1,039,846 884,939 Fund Management 42,833 38,351 Property Management* 367,894 366,106 Total Expenses $ 13,672,345 $ 12,644,105

Change in Net Assets $ 1,014,569 $ 37,059,768 Net Assets, Beginning of Year $ 225,793,575 $ 188,733,807 Net Assets, End of Year $ 226,808,144 $ 225,793,575

*Property Management represents expenses paid by our supporting organization Red Brick Building II, which owns our building and was established to utilize New Markets Tax Credit fi nancing. The fi nancing term is seven years and in 2015 will end. Expenses recorded are interest on loan, depreciation, fi nancing amortization, and miscellaneous professional fees.

18% Support Services as a % of Total Expenses

82% Community Leadership and Grants as a % of Total Expenses

Analysis of Expense

82%

18%


Done. And done.


36

Asset Allocation as of June 30, 2012

23.1% 8.5% 15.4% 8.8% 13.2% 30.4% 0.6%

U.S. Equities Large/Mid Cap

U.S. Equities Small Cap

InternationalEquity

EmergingMarkets Fixed Alternatives Cash

Audited fi nancials have been given an unqualifi ed opinion by our auditors Plante & Moran PLLC. If you would like a copy of the full audit, please call Grand Rapids Community Foundation at 616.454.1751 or visit our website www.grfoundation.org/fi nancials.

Long-Term Optimal Asset Allocation of Corporate Funds and Current Managers (June 2012)

Large/Mid Cap U.S. Equities 22% Ambs Investment Counsel LLC American FundsLaFleur & Godfrey Inc.PIMCO StocksPLUSSteinberg Asset Management LLCVanguard S&P 500 Index

Small Cap U.S. Equities 8%Chinook Capital ManagementDFA (Dimensional Fund Advisors)– Small Cap Targeted ValueWCM Investment Management

International–Developed Equities 16%DFA (Dimensional Fund Advisors)– International ValueGryphon Investment CorporationMarathon–London InternationalSilchester International Investors

Emerging Equities 9%Aberdeen Emerging MarketsEaton Vance

Fixed Income 14%GRCF Fixed Income AccountPIMCO Total ReturnSankaty Senior Bank Loan Fund

Alternatives 31%Multi Strategy/Absolute Return 11%

Dorchester Capital Partners Select Opportunities LPTIFF (The Investment Fund for Foundations)

Commodities 4%

PIMCO Commodity Real ReturnWellington Management Company LLP

Hedged Equity 7%

Forester Off shore LTD

Private Equity 5%

Siguler Guff Distressed Opportunities Fund III LPTIFF (The Investment Fund for Foundations)

Timber 1%

Hancock Timber Resource Group

Real Estate 3%

Cross Harbor


37


Done. And done. PROFESSIONAL ADVISORS AND GRAND RAPIDS COMMUNITY FOUNDATION

Daniel Baas, Founders Bank & TrustLori Baker, Baker HoltzGlen Borre, Miller JohnsonJason Brinks, Oxford Financial Group Ltd.Robert Brower, Miller JohnsonChristopher Brown, Saalfeld & Stewart PLLCSharon Burtrum, Northern TrustPamela Cross, Rhoades McKee PCBrian Downs, Legacy TrustChristopher Edgar, Miller JohnsonCharles Frayer, Crowe Horwath LLPFrederick Gaul, Fifth Third Bank Paula Hampson, Northwestern MutualDirk Hoffi us, Varnum LLPThomas Jeakle, Prangley Marks LLP

Carol Karr,* Miller JohnsonNeil Kimball, Mika Meyers Beckett & JonesBonnie Kopp, Northern Trust BankThomas Kyros, Varnum LLPMarilyn Lankfer, Varnum LLPDaniel Miller, Edward Jones InvestmentsJeff rey Power, Warner Norcross & Judd LLPThomas Roberts, Macatawa BankRobert Schellenberg, Schellenberg & Evers PCMiles Schmidt, Miles V. Schmidt CPA PLCEric Smith, Beene Garter LLPMichael Taylor, Miller JohnsonW. Michael Van Haren, Warner Norcross & Judd LLPMarilyn Zack, staff

*Trustee

Clients expect professional advisors to provide the same level of expert advice about philanthropy as they do regarding estate planning, trust or fi nancial services. Recent research shows that clients expect their advisors to bring up charitable giving as part of the planning conversation. When talking with a client about the sale of a business, closely held stock, an inheritance, or other complex transactions, advisors often suggest philanthropy as a solution. Grand Rapids Community Foundation can help facilitate these matters.

Many Grand Rapids philanthropists recommend the Community Foundation as the best choice because of our experienced staff , range of giving options, capacity to accept complicated assets and deep community knowledge.

For assistance, please contact Marilyn Zack, Vice President of Development, at 616.454.1751 x127. Our website also has resources for advisors under the Plan tab at www.grfoundation.org.

We recognize the 2011/12 Professional Advisory Committee for its work TO strengthen the Community Foundation and the community we serve.


Grand Rapids Community Foundation provides the professional services to help you accomplish your philanthropic goals. Whether you make an annual gift to the Fund for Community Good, one of our Community Endowments or a major gift to create your own named fund, each will have enduring value. Giving cash, stock, real estate, retirement assets or even intellectual property are all ways to support the community you love. You can donate these assets during your lifetime or through a planned gift. The Community Foundation, working with your attorney, accountant or other advisor, can help create a plan that will achieve your philanthropic dreams. For more information, call Marilyn Zack, Vice President of Development, at 616.454.1751 x127.

PHILANTHROPY STARTS WITH A DESIRE TO MAKE A DIFFERENCE

38

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follow uson Twitter at www.twitter.com/GRCommFound

watch usat www.vimeo.com/grcommfound

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stay in touch


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Grand Rapids Community Foundation185 Oakes Street SW

Grand Rapids, Michigan 49503616.454.1751

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Documents

Community Happens Here annual report