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GRAND RAPIDS COMMUNITY FOUNDATION ANNUAL REPORT 2011/12

Great ideas happen here. This years 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 eort to give a longer life cycle to our familiar product. Once youve read the stories and enjoyed the photos, you can tear o the Grand Rapids Community Foundations report itself and voil, 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.

Mission:
Our mission is to build and manage our communitys 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 dierent from our own. SUSTAINABILITY: The future matters here. We make smart 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.

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

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 oers 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.

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, were focusing not on the past, but the future. Were 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 eort ever. We wont see the results until the Community Foundation is over 100 years oldbut 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 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 ve years to fully fund it. We are also oering an Unrestricted or Field of Interest Named Fund that starts at $10,000. Making these changes will help ensure our sustainability.
www.grfoundation.org 1

A signicant 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 benet 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. Goodwills 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. Youll read about 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
President

Eva Aguirre Cooper


Chair of the Board

community happens here

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

Diana Sieger > < Eva Aguirre Cooper

www.grfoundation.org

FINANCIAL HIGHLIGHTS 10% 9%


Community

24%
Donor Advised

Scholarship

3%
Supporting Organization

33%
Unrestricted

9%
Field of Interest

Assets by Fund Type


Community Funds Designated & Nonprot Funds Donor Advised Funds Field of Interest Funds Operating/Special Project/Building Scholarship Funds Unrestricted Funds Supporting Organization: Red Brick Building II Inc. Total Assets $ 21,951,835 23,877,542 60,946,985 22,347,786 5,438,408 27,200,1 1 1 81,775,019 6,392,021 $ 249,929,707

10%
2%
Designated & Nonprot
Operating/ Special Project/Building

Net Annual Returns as of June 30, 2012

2008: -3.7% 2009: -19.2% 2010: 13.4% 2011: 21.3% 2012: -3.1%

community happens here

Grants Authorized and Paid

29.7%
Health + Social Needs

25.7%

31.1%
Community Development

.5%
Unclassied

Education

6.7% Culture/Arts
6.3%
Environment

Authorized Academic Achievement (Education) Arts and Social Enrichment (Culture/Arts) Economic Prosperity/Vibrant Neighborhoods (Community Development) Healthy Ecosystems (Environment) Healthy People (Health plus Social Needs) Unclassied Total $ 2,835,051 737,769 3,429,007 700,332 3,276,988 50,61 5 $ 11,029,762 $

Paid 2,260,398 678,619 3,848,049 900,549 2,815,888 45,054 $ 10,548,557

www.grfoundation.org

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. Shes originally from Saginaw, but has lived here since just after college, where she met Bob. Their adult kids hadnt 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. Ive 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.

community happens here

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. Ive 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, Ive 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 dierence for me. I want to pay it forward by giving back, he said.

www.grfoundation.org

Friends of grand rapids parks


Steve Faber, director of Friends of Grand Rapids Parks, wants people to get to know treesin parks, along streets and in their yards. Theres value in a robust tree canopy. A forty percent canopy is the best practice nationally. Local studies show were 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 dont think about. They improve a citys 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 fth of its kind in the nation.

community happens here

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 ocer 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 nonprots.

www.grfoundation.org

FUNDS
One of Grand Rapids Community Foundations top priorities is to help individuals, families, nonprots, corporations and communities achieve their philanthropic goals. Each fund at the Community Foundation is unique in its purpose and meaning. Grants from these funds benet the greater Grand Rapids area, strengthening the community and its people.

Community Funds
Cascade Community Foundation Fund East Grand Rapids Community Foundation Fund Ionia 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

Wyoming Community Foundation Fund Tommy Brann Fund John and Margaret Kuiper Family Fund Wyoming Community FoundationYouth Fund

Designated and Nonprot Funds


Actors Theatre Company Endowment Fund American Red Cross Agency Endowment Fund John Arnold Endowment Fund for Feeding America West Michigan Food Bank Aquinas College Frey Scholars Fund The Arc Kent County Endowment Fund Association of Fundraising Professionals West Michigan Chapter Fund John Ball Zoological Society Wildlife Conservation Endowment Fund Frank and Ann Battistella Grand Rapids Art Museum Fund August and Anna Behrens Fund for Girl Scouts of Michigan Shore to Shore Anna Bissell Charity Trust Fund D. A. Blodgett Services for Children and Families Fund Estate of Minnie C. Blodgett for Clinic for Infant Feeding The Ivan K. Blough Greater Lowell Chamber Foundation Scholarship Fund Calvin Christian School Education Foundation Endowment Fund Calvin College Service Learning Center Fund Camp Blodgett Endowment Fund Camp FireHarriet D. and Mary Dively Fund Camp FireWoHeLo Fund Catherines Health Center Fund Cedar Springs Education Foundation Fund Center for Community Leadership Fund Cherry Street Health ServicesFund for the Disadvantaged Christian Rest Home Foundation Fund Dr. Edwin P. and Florence H. Creaser Fund David G. Dvorak MD Scholarship Fund

Faith Community Christian School Fund Healthy Youth & Healthy Seniors Fund Ionia County Community FoundationYouth 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 FundEnrich 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 Fund The Lowell Area Community Fund Southeast Ottawa Community Foundation Fund Wayne D. Jones Community Fund Southeast Ottawa Community FoundationYouth Fund Sparta Community Foundation Fund Glenn S. Bradford Fund Clare and Helen Finch Fund Paul C. and Inez L. Miller Fund Sparta Community FoundationYouth Fund

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community happens here

The Economic Club of Grand Rapids Endowment Fund George and Louise Egeler Fund Supporting YESP George E. and Erma C. Evans Designated Fund for the Salvation Army Festival of the Arts in Grand Rapids Fund Gerald R. Ford Council Boy Scouts of America Fund Edward J. and Frances T. Frey Memorial Fund for St. Marks Episcopal Church Edward J. Frey Junior Achievement Fund Friends of Grand Rapids Parks Park Maintenance and Improvement Fund Grand Rapids Adventist Academy Merit Fund Grand Rapids Ballet Agency Endowment Fund Grand Rapids Childrens Museum Fund Grand Rapids Civic Theatre Endowment Fund Grand Rapids Jaycees Foundation Douglas B. Wicks Fund Grand Rapids Lions Club Activities Commission Fund Grand Rapids Maya Lin Ecliptic Art Maintenance Endowment Fund Grand Rapids Public Library Foundation Fund Grand Rapids Symphony Mosaic Scholarship Grand Rapids Urban League Fund Grand Rapids Youth Commonwealth Endowment Fund Grand Rapids Youth Commonwealth Harry Dolan Camp OMalley Scholarship Fund Grandville Athletic Boosters Endowment Fund Grandville Christian School Foundation Fund GROW Bonnie Miller Endowment Fund Guardian Angel Homes Endowment Fund Karl Hascall Variety Club Fund Home Repair Service Endowment Fund Hudsonville Christian School Foundation Fund Humane Society of West Michigan Agency Endowment Fund Humane Society of West MichiganElsie Eggebrecht Fund Humane Society of West MichiganClarence and Catherine Thielman Endowment Fund Indian Trails Camp Endowment Fund Indian Trails CampCabin Fund Indian TrailsPaul Clark Blanding Memorial Scholarship Fund Jenison Christian School Endowment Fund Jenison Public Education Foundation Fund Laureen Kennedy Child Care Fund Kenowa Hills Education Foundation Fund Kent County Agricultural Preservation Fund Kent District Library Fund Ladies Literary Club Fund for Literacy Center of West Michigan Lowell Area Historical Museum Endowment Fund

Lowell Area Schools Education Foundation Endowment Fund LCTV Endowment Fund Ronald McDonald House Fund The Fred and Lena Meijer Fund Fred Meijer Mid-West Michigan Rail-Trail Endowment Fund Meijer Wealthy Theatre Fund Mental Health Foundation of West Michigan Fund Noorthoek Academy Endowment Fund Northview Education Foundation Endowment Fund Opera Grand Rapids Fund Opera Grand RapidsBetty Van Andel Fund Rosa Parks Sculpture Maintenance Fund Pilgrim Manor Endowment Fund Charlotte M. Raniville Fund for the Benet of Mary Free Bed Guild Retired and Senior Volunteer Program (RSVP) Fund George W. Romney FundHeart of West Michigan United Way Volunteer Center Rotary Club of Lowell Foundation Fund Safe Haven Ministries Inc. Endowment Fund St. Cecilia Music Society Building Endowment Fund St. Johns Home Endowment Fund Senior Meals on Wheels of Western Michigan Fund Senior Neighbors Fund Douglas Leon Spalding Memorial Fund Spirit of Solidarity Fund Nellie H. Stevens Grand Rapids Teachers Travel Fund Kathryn and Dennis Sullivan Charitable Fund The Kathy Timmer Specialized Language Development Learning Center Memorial Fund Unity Christian High School Education Support Fund Wege Wealthy Theatre Fund West Michigan Center For Arts and Technology Fund West Michigan Dental Foundation Fund West Side Christian School Fund Womens Resource Center Founders Circle Endowment Fund World Aairs Council of West Michigan Endowment Fund YWCA Women and Girls Development Fund in Honor of Judy Lloyd

Donor Advised Funds


Anonymous Advised Funds (9) The ACH Fund Martin J. and Susan J. Allen Family Fund Robert N. and Catherine R. Alt Family Fund Jerey and Barbara Arnold Charitable Fund The Banks Family Charitable Fund

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Kip and Chris Barber Fund John R. Bertsch Fund John and Claire Bissell Advised Fund Matthew and Vicki Bissell Advised Fund The Moore Brower Charitable Fund Armand F. and Gretchen B. Burch Donor Advised Fund Allan R. and Claudia A. Carlson Advised Fund Carpenter Advised Fund Center for Systemic Change Advised Funds Chris-Tina Fund Roger and Sally Ciapara Donor Advised Fund Colliers International Fund Peter C. and Emajean Cook Fund Richard C. and Shirley E. Cooper Advised Fund Darooge Family Charitable Fund Robert J. and Katherine M. Daverman Fund Douglas DeBoer Memorial Fund Eleanor Hager Defoe Fund DeLapa Family Fund Achille and Irene Despres, William and Andre Fund Richard and Helen DeVos Advised Fund Dyer-Ives Neighborhood Fund The Ebenezer Fund Engen Family Fund Fishell Fund Founders Fund Tom and Mickie Fox Family Advised Fund Walter B. and Susan S. Freihofer Fund The Jack and Jill French Charitable Fund Furniture Manufacturers Heritage Advised Fund C. John Gill and Rita Williams Family Fund Richard and Elizabeth Gillett Family Fund The Tim and Kerry Goaley Charitable Fund The Jack and Sue Hagist Charitable Fund Jamie Hale Memorial Fund The Brian K. and Jody L. Hart Charitable Fund Hascall Family Donor Advised Fund Janet A. Haynes and Kelsey Haynes Advised Fund Heerspink Family Advised Fund The David and Cathy Heldt Charitable Fund The Heuschkel Family Fund in Memory of Emilie Beverly and William Heyne Fund Stuart and Barbara Hous Family Fund Thomas E. and Geraldine K. Hogan Fund Earl and Donnalee Holton Advised Fund Ken and June Holtvluwer Fund The Bart and Fran Housman Charitable Fund Allen I. and Helen J. Hunting Advised Fund David and Marilyn Hunting Fund William and Beatrice Idema Fund J & N Fund

JCT Donor Advised Fund Thomas J. and Margaret L. Jack Fund Andy and Chrsitina Keller Fund Linn Maxwell Keller Donor Advised Fund Herbert and Glenna Knape Family Fund David and Phyllis Koslow Fund Lafayette Fund Loeks Family Fund Judson M. and Lynn E. Lynch Family Advised Fund Eugene G. and Jean P. Lyons Family Fund The EWM Fund The Mackay Charitable Fund Manko Family Fund Chester and Elaine Maternowski Family Fund Wayne G. and Rosemary Martin Family Fund Barbara Mayo-Johnson Donor Advised Fund Hendrik and Gezina Meijer Fund Frank H. and Virginia L. Merlotti Advised Fund Paul C. and Inez L. Miller Fund The Michael and Rachel Mraz Fund C. Robert and Patricia Muth Fund The Myers Family Fund Leonard and Eileen Newman Fund Patricia P. and Armen G. Oumedian Family Fund Louis Padnos Iron & Metal Company Fund Padnos/Sarosik Fund Park Avenue Partners Fund The Eugene and Janice Perkins Charitable Fund Peterson Memorial Fund Mary I. and Robert C. Pew Donor Advised Fund Virgil and Louise Phelps Advised Fund Pimm Donor Advised Fund Rimbaud Fund Leonard and Karen Rinke Fund River City Fund Jack and Lija Romence Fund The Scott and Anne Rush Charitable Fund Nancy and Doug Slade Dynamic Donor Advised Fund Sligh Memorial Fund Richard E. Smoke Advised Fund William E. and Norma Sprague Charitable Fund Dr. Alfred B. Swanson and Dr. Genevieve de Groot Swanson Advised Fund Arvin L. and Pearl M. Tap Fund Steele A. and Mary D. Taylor Advised Fund The Fawcett Tilton Donor Advised Fund Timothy Fund Wayne and Diane Titche Fund Daniel and Alice Trapp Family Advised Fund Anne Heyboer Vander Heide Fund Simon and Mary Vander Kooy Fund

how well do you know kent county?


Get out and make stu happen. Cross o 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.

attend a lecture at a local college.

help a visitor find their way.

SEE A SHOW AT THE WEALTHY THEATRE.

BUY LOCAL FOR THE MAJORITY OF YOUR SHOPPING.

TAKE A HULA HOOP CLASS.

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

RIDE THE RAPID.

WALK OR BIKE THE WHITE PINE TRAIL.

GIVE TO PUBLIC RADIO: WGVU AND WYCE.

VISIT THE FARM AT FREDERIK MEIJER GARDENS.

RUN THE 5/3 RIVER BANK RUN.

SPLASH AT MILLENNIUM PARK.

VOLUNTEER ONCE A WEEK.

PICK APPLES OR BLUEBERRIES AT A NEARBY ORCHARD.

EXPERIENCE THE ART AT GRAM.

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community happens here

Roger and Jacquelyn Vander Laan Family Fund The Earl and Gert Visser Charitable Fund The Timothy and Susan Visser Charitable Fund Warner Norcross & Judd Fund Waters Corporation/Cassard Family Donor Advised Fund The John J. Wheeler Charitable Fund The Sue and Jim Williams Donor Advised Fund WKKF Advised Fund Kate Pew Wolters Fund The Beth Anne and Timothy F. Ziegler Charitable Fund

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

Operating/Special Project Funds


Administrative Fund Special 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 Nonprot Technical Assistance Fund Red Brick Building II Inc. Rosa Parks Sculpture Project Fund Talent 2025 Talent Dividend Vandenberg Statue Project Fund Youth Employment Charitable Gift Annuity Funds (46 funds)

Field of Interest Funds


Kathryn L. Adamson Fund for Children Kathryn L. Adamson Fund for the Elderly African American Heritage Fund George M. Ames Fund Lucy E. Barnett Trust for the Elderly John, Margaret and Maryellen Berry Fund Challenge Scholars Fund Cherry (Mrs. James) Carpenter Fund for Children Commercial Economic Development Fund Bruce Alexis Cornelius Memorial Fund for Mental Health Agencies George M. and Lucinda Ann Edison Memorial Trust Fund Emma Sherwood Evans Trust Fund Charles Evenson Fund for the Environment William S. Folz Fund for Cancer Research Fund for Academic Achievement Fund for Arts and Social Enrichment Fund for Economic Prosperity Fund for Healthy Ecosystems Fund for Healthy People Fund for Vibrant Neighborhoods Healthy Youth & Healthy Seniors Fund Cecilia Hoagland Fund for Local Veterans Arthur H. Holmes Handicap Fund Homeless Prevention Endowment Fund Mary I. and David D. Hunting Family Fund Elizabeth J. Steed Johnson Fund for Healthcare and Community Health Ken, Melinda and Andrew Krei Youth Fund Ladies Literary Club Fund for Literary Arts The C. Lincoln Linderholm Trust Duncan Littlefair Literary Fund for Children Gordon and Janet Moeller, Food Security Fund Needy Children Field of Interest Fund Estate of Annette Richards Kathryn and Dennis Sullivan Charitable Fund SVISocial Venture Investors Fund Kenneth M. Sweers Fund for the Homeless

Scholarship Funds
General Scholarship Fund Altrusa Scholarship Fund Arts Council of Greater Grand Rapids Scholarship Fund Noyes L. Avery Jr. and Ann E. Avery Fund Black Men Building Resources Scholarship Fund Geraldine Geistert Boss Scholarship Fund Harry J. Brown and Lucille B. Brown Scholarship Fund Orrie and Dorothy Cassada Scholarship Fund Llewellyn L. Cayvan String Instrument Scholarship Fund Challenge Scholars Scholarship Fund Thomas D. Coeld Scholarship Fund Paul Collins Scholarship Fund Country Fresh LLC Scholarship Fund Gerald M. Crane Memorial Music Scholarship Fund Achille and Irene Despres, William and Andre Scholarship Fund Donald J. DeYoung Education Fund Edwin F. Doyle Scholarship Fund Economic Club of Grand Rapids Scholarship Fund Vernon and Johanna Ehlers Community Scholarship Virginia Valk Fehsenfeld Scholarship Fund Melbourne and Alice E. Frontjes Scholarship Fund Carolyn Gallmeyer Fund Mathilda Gallmeyer Scholarship Fund Grand Rapids Combined Theatre Scholarship Fund

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Grand Rapids Scholarship Association Fund Hackett Family Scholarship Fund Guy D. and Mary Edith Halladay Trust Fund Donald and Florence Hunting Memorial Fund The Jack Family Educational Fund Camilla C. Johnson Scholarship Trust Fund Kommer Scholarship Fund Ladies Literary Club Scholarship Fund Lavina A. Laible Scholarship Trust Fund Stephen D. Lankester Scholarship Fund Sherman L. and Mabel C. Lepard Scholarship Fund John T. and Frances J. Maghielse Scholarship Fund Fred and Lena Meijer Scholarship Funds Miller Johnson West Michigan Diversity Scholarship Fund The Joshua Esch Mitchell Aviation Scholarship Fund Robert L. and Hilda Treasure Mitchell Scholarship Fund Harry J. Morris Jr. Emergency Services Education Scholarship Fund Dr. Patricia E. Newby Close Up Scholarship Fund Peggy (Kommer) Novosad Scholarship Fund Patricia P. and Armen G. Oumedian Scholarship Fund Forrest Arthur Pletcher Memorial Fund Reach for Your Goal Scholarship Fund Josephine Ringold Scholarship Fund Margery J. Seeger Scholarship Fund Ronald T. Smith Family Scholarship Fund Gladys A. Snauble Scholarship Fund Christine Soper Scholarship Fund Dr. William E. and Norma Sprague Scholarship Fund Dorothy B. and Charles E. Thomas Fund in support of the Ringold Scholarship Dorothy J. Thurston Scholarship Fund Mildred E. Troske Scholarship Fund Trust 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 Fund Roger and Jacquelyn Vander Laan Family Scholarship Fund Keith C. VanderHyde Scholarship Fund Jacob R. and Mary M. Van Loo; Lenore K. Van Loo; and Anne Van Loo Eldred Scholarship Fund Chad Vollmer Scholarship Fund Warner Norcross & Judd Scholarship Fund Donald M. Wells Scholarship Fund Elmo Wierenga Ottawa Hills Alumni Scholarship Fund Walter C. Winchester Scholarship Fund

Michael J. Wolf Scholarship Fund Violet Wondergem Health Science Scholarship Fund Audrey L. Wright Scholarship Fund Youth Enrichment Scholarship Program

Unrestricted Funds
Fund for the Community Good Contributions 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 Trust Marian A. Aldrich Fund American Box Board Community Fund Employees of Autocam Fund James and Margaret Black Estate John W. and Margaret Bertsch Fund Edward H. Blickley Fund Harvey and Margaret Brower Fund Orville and Jean Bulman Estate Allan and Claudia Carlson Family Fund William J. Chaille Fund Eugene D. Conger Fund Louis A. Cornelius Trust Dallas and Helen Darling Fund Cornelia De Fouw Fund George and Louise Egeler Fund Engineered Protection Systems Fund Henry A. Fox Family Fund Mr. and Mrs. David G. Frey Fund Jim McKay and Twink Frey Fund Mrs. L. C. Gardner Fund Carol E. Greene Fund for Community Good Chester A. Hall Fund Leon W. Hall Fund Stanley C. Hall Fund Haslinger Family Fund Minnie E. Haven Fund Elizabeth Herkner Fund Edward M. Herpolsheimer Fund Karl E. Herpolsheimer Fund Dirk and Victoria Hous Fund Orianna D. Hooker Fund Arthur J. and Sue H. Hoover Fund Walter D. Idema Fund Walter D. Idema Charitable Trust

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community happens here

Clare and Grace Jarecki Fund Elizabeth J. Steed Johnson Fund Kent Charitable Fund William E. and Sue Kincaid Fund Mary Jane Kirchgessner Trust Jane and Sam Kravitz Fund for Community Good Robert J. Kulms Trust Perry M. and Hazel A. Lawr Fund Ben H. Lee Jr. Fund Harvey E. Lemmen Fund Clara T. Limbert Fund Gertrude Lindberry Fund Charles W. Loosemore Fund Hale J. Mackay Fund William S. Martens Hundred Club Fund Glen C. Mason Fund Geraldine F. Masters Fund Mr. and Mrs. Edward C. McCobb Fund Isabel McLeod Fund George and Mary Metz Charitable Fund Mary D. Morman Trust Estate of Melanie L. Muir Estate of Dr. Cliord T. Nelson Francis J. OConnor Fund Charlotte M. Raniville Fund Leonard and Dora Rosenzweig Fund Theodore R. and Caroline Schoonbeck Fund

Grace L. Schouten Memorial Trust Fund Willard and Barbara Schroeder Fund Margery Seeger Fund Erin Slade Memorial Fund Estate of Isabelle and Herman Slanger Eileen Slootmaker Fund Mary A. and Lenore G. Smith Fund Marvin Stahl Fund Paul L. Steketee Fund Graham F. Deck and Ruth B. Stewart Fund Joseph and Helen Tulos Fund Adrian Van Daalen Fund Earle Vande Poel Charitable Fund Keith C. VanderHyde Fund Biem H. and Irene G. Vandermass Fund Englebert J. and Lelah Sexton Vogt Trust Estate of Ralph A. Voigt Jeanette Shelly Warner Fund John C. Whitcomb Fund Marion Stuart White Fund Estate of Zoe F. Whitworth Trust Mrs. Imogene W. Wickett Fund Arthur D. Wolf Foundation Trust Charles D. and Irene A. Worden Fund Estate of Curtis M. Wylie George L. and Esther B. Young Trust

total number of funds:

537 total assets held: $249,929,707


www.grfoundation.org 15

grants
The Community Foundation supports nonprot 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.
July 1, 2011 to June 30, 2012
This list includes organizations that received a competitive grant award from the Community Foundations Unrestricted, Field of Interest and Designated Funds.

Aberdeen Elementary School ACCESS of West Michigan Agricultural Preserve Board of Michigan All Saints Academy Elementary School Arbor Circle Corporation Area Agency on Aging ArtPrize Arts Council of Greater Grand Rapids ArtServe Michigan Asian and Pacic Islander American VoteMichigan Behavioral Resources & Institute for Neuropsychological Services Bethany Christian Services Boy Scouts of AmericaGerald R. Ford Council Boys and Girls Clubs of Grand Rapids Youth Commonwealth Camp Blodgett Camp Greenwood Camp Henry c/o Westminster Presbyterian Church Camp Roger Camp Shout Out Camp Tall Turf Campus Early Childhood Center Catherines Health Center City of Grand Rapids Coit Creative Arts Academy Community Circle Theatre Community Foundation Insights Community Spay/Neuter Initiative Partnership Comprenew Conductive Learning Center Council of Michigan Foundations Council on Foundations Creston High School

Creston Neighborhood Association DA BlodgettSt. Johns Degage Ministries Disability Advocates of Kent County Dispute Resolution Center of West Michigan Down Syndrome Association of West Michigan Dwelling Place of Grand Rapids East Hills Council of Neighbors East Leonard Elementary Feeding America West Michigan First Steps Kent First Tee of West Michigan Friends of Grand Rapids Parks Gays In Faith Together Gildas Club Grand Rapids Girl Scouts of Michigan Shore to Shore Girls Choral Academy Goodwill Industries of Greater Grand Rapids Grand Rapids Christian Elementary School Grand Rapids Christian Middle School Grand Rapids Montessori 4-8 Academy The Grand Rapids Red Project Grand Rapids Urban Young Life Grand Action Grand Rapids Public Schools Grand Rapids Symphony Grand Rapids Urban League Inc. Grand Valley Metropolitan Council Grand Valley State University Grantmakers for Education Grantmakers for Eective Organizations Greater Grand Rapids Bicycle Coalition Guiding Light Ministries Habitat for Humanity Harrison Park School Health Intervention Services Healthy Homes Coalition of West Michigan Heart of West Michigan United Way Heartside Ministry Inc.

Making a Grant Request: Grand Rapids Community Foundations Community Action Committee and the Board of Trustees award grants six times a year, after a comprehensive review by sta 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 notication 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.

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community happens here

Heritage Hill Association Hudsonville Public Schools Indian Trails Camp John Ball Zoological Society Jubilee Jobs Ken-O-Sha @ Van Auken Ken-O-Sha @ Wellerwood Kent County Kent County Health Department Kent County Land Bank Authority Kids Food Basket Kent Intermediate School District Lilys Frog Pad Inc. Lincoln Lake Baptist Youth Camp Inc. Lincoln School Literacy Center of West Michigan Make-A-Wish Foundation of Michigan Mental Health Foundation of West Michigan Michigan Organizing Project (MOP) MLK Leadership Academy MomsBloom Inc. Muscular Dystrophy Association of Grand Rapids NCCS Camp Newaygo New Hope Baptist Church North Park Elementary School Ottawa Hills High School Our Hope Association Palmer Elementary School Ridgemoor Early Childhood Center Riverside Middle School Ronald McDonald House of Western Michigan Sacred Heart School The Salvation Army Senior Neighbors Inc. Senior Sing Along Shawnee Math/Science Tech Academy Shawnee Park Hearing Impaired Sibley Elementary School South West Area Neighbors Inc. Sparta Chamber of Commerce Specialized Language Development Center Spectrum Health Foundation Spring Hill Camps Steepletown Neighborhood Services Inc. United Church Outreach Ministry United Methodist Community House Urban Institute for Contemporary Arts Well House West Catholic High School West Leonard Early Childhood Center West Michigan Center for Arts & Technology

West Michigan Sports Commission West Michigan Strategic Alliance Widowed Persons Service YMCA of Greater Grand Rapids

Grand Rapids Community Foundation Youth Grant Committee Awards


Baxter Community Center Calvin College City of Grand Rapids Comprehensive Therapy Center Comprenew Grand Rapids Track Club Grand Valley State University Hispanic Center of Western Michigan R.E.A.A.L. Specialized Language Development Center VSA 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 Belding City of Ionia Classic Car Club of America Museum Inc. Council of Michigan Foundations First Congregational Church of Portland Friends of the Fred Meijer Clinton-IoniaShiawassee 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 Mannas Market Portland District Library Portland Public Schools R.E. Olds Museum Saranac Community Schools Saranac Public Library

www.grfoundation.org

17

St. Patricks School United Methodist Church of Portland United Way of Ionia County The Lowell Area Community Fund City of Lowell Flat River Outreach Ministries Inc. Greater Lowell Chamber Foundation Kent County Youth Agricultural Association Lowell Area Historical Museum Lowell Area Schools Lowell Area Schools Education Foundation LowellArts! Lowell Chamber Foundation Lowell Community Wellness Lowell Friends of the Library YMCA of Greater Grand Rapids Southeast Ottawa Community Fund Georgetown Charter Township Grand Rapids Opportunities for Women Hudsonville Public Schools Jenison Public Education Foundation MSU 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 Childrens Assessment Center City of Wyoming YOUTH City of Wyoming Community Spay/Neuter Initiative Partnership Compassion This Way Council of Michigan Foundations The 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

Total grants and scholarships awarded:

$11,029,762
18

* From this amount, Donor Advisors made grants totaling $3,618,466 to 297 organizations. Nonprot and Designated Funds held at the Community Foundation made 71 grants totaling $1,793,820.

community happens here

SCHOLARSHIPS
Funds Providing Awards:
Altrusa International of Grand Rapids Scholarship Fund Noyes L. Avery Jr. and Ann E. Avery Fund Black Men Building Resources Scholarship Fund Geraldine Geistert Boss Scholarship Fund Harry J. Brown and Lucille B. Brown Scholarship Fund Orrie and Dorothy Cassada Scholarship Fund Llewellyn L. Cayvan String Instrument Scholarship Fund Thomas D. Coeld Scholarship Fund Paul Collins Scholarship Fund Country Fresh LLC Scholarship Fund Gerald M. Crane Memorial Music Scholarship Fund Achille and Irene Despres, William and Andre Scholarship Fund Donald J. DeYoung Education Fund Edwin F. Doyle Scholarship Fund Economic Club of Grand Rapids Scholarship Fund Virginia Valk Fehsenfeld Scholarship Fund Melbourne and Alice E. Frontjes Scholarship Fund Carolyn Gallmeyer Fund Mathilda Gallmeyer Scholarship Fund Grand Rapids Combined Theatre Scholarship Fund Grand Rapids Scholarship Association Fund Hackett Family Scholarship Fund Guy D. and Mary Edith Halladay Trust Fund Donald and Florence Hunting Memorial Fund The Jack Family Educational Fund Camilla C. Johnson Scholarship Trust Fund Peggy (Kommer) Novosad Scholarship Fund Kommer Scholarship Fund Ladies Literary Club Scholarship Fund Lavina A. Laible Scholarship Trust Fund Stephen D. Lankester Scholarship Fund Sherman L. and Mabel C. Lepard Scholarship Fund Lowell Englehardt/Runcimen Scholarship Fred and Lena Meijer Scholarships for Employees & Fred and Lena Meijer Scholarships for Children of Employees Miller Johnson West Michigan Diversity Scholarship The Joshua Esch Mitchell Aviation Scholarship Fund Robert L. and Hilda Treasure Mitchell Scholarship Fund Patricia P. and Armen G. Oumedian Scholarship Fund Forrest Arthur Pletcher Memorial Fund Reach for Your Goal Scholarship Fund Josephine Ringold Scholarship Fund Scholarship (General) Fund Margery J. Seeger Scholarship Fund Ronald T. Smith Family Scholarship Fund Gladys A. Snauble Scholarship Fund Christine Soper Scholarship Fund Dr. William E. and Norma Sprague Scholarship Fund Dorothy B. and Charles E. Thomas Fund in support of the Ringold Scholarship Dorothy J. Thurston Scholarship Fund Chad Vollmer Scholarship Fund Mildred E. Troske Scholarship Fund University of Michigan Grand Rapids Alumnae Trust Scholarship Fund University of Michigan Grand Rapids Alumnae Margaret Appelt Kerr Fund University of Michigan Grand Rapids Alumnae Meta Prange Murphy/Lucille Prange Fund University of Michigan Grand Rapids Alumnae Rosemary Scott Fund Keith C. VanderHyde Scholarship Fund Roger and Jacquelyn Vander Laan Family Scholarship Fund Jacob R., Mary M. and Lenore K. VanLoo Scholarship Fund Warner Norcross & Judd Minority Scholarship Fund Donald M. Wells Scholarship Fund Elmo Wierenga Ottawa Hills Alumni Scholarship Fund Walter C. Winchester Scholarship Fund Michael J. Wolf Scholarship Fund Violet Wondergem Health Science Scholarship Fund Audrey L. Wright Scholarship Fund Youth Enrichment Scholarship Program

This year, a total of 1890 students applied for scholarships; 584 were awarded a total of $844,250 in scholarships.
www.grfoundation.org 19

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 couldnt 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 didnt know how I was going to pay for the next four semesters of school. Now I dont 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.

community happens here

Colin Chelovich and Molly Tupper Chelovich

www.grfoundation.org

Molly didnt think shed 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 dierent 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 its home to me, Colin said. Mollys client base continues to grow here in Grand Rapids; Colin is 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 benet education and the Alzheimers Association.

GERT AND EARL Visser

A church young peoples 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 farmers daughter. I graduated from high school at 17 and taught 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.
community happens here

MY GRAND RAPIDS FAVORITE THINGS


Think local. Be local.
festival politician street artist after work spot brewery (or coee shop) movie venue outdoor activity gift to give place to send an out-of-towner superhero pizza place beach author website nonprot statue sports team causes I care about place to worship means of transportation band ice cream (shop, brand or 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. Ive been mentored and encouraged by so many people to do the things that I do. Grand Rapids has its problemsracism, sexism, class, economics and genderbut 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 Citys 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 eort 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.

www.grfoundation.org

West Michigan Sports Commission

It is an unlikely Field of Dreamsa 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, theyre 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 elds for Little Leaguers to adults to play ball, as well as a eld that is designed for people with disabilities. An adjacent Plaineld Township property will also feature soccer elds, mountain bike trails and an indoor archery range; rounding out sports oerings, he said. And that gullyit will be a sledding hill in the winter.
community happens here

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.
www.grfoundation.org

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 Foundations mission and support it with generous gifts each year. In previous annual reports weve included a list of our donorsand 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 years donors at www.grfoundation.org/donorlist or scan this QR code with a QR code reader app on your smartphone.

26

community happens here

board of trustees 2011/12


Top row, left to right:
Robert W. Roth, President & CEO, RoMan Manufacturing Inc., 2012 Vice Chair Cecile Cave Fehsenfeld, President, Schuler Books & Music Christina L. Keller, Business Unit Leader, Triple Quest Wayman P. Britt, Assistant County Administrator, Kent County Administration Carol J. Karr, Attorney, Miller Johnson, 2011 Chair Paul T. Doyle, Principal, Paul T. Doyle & Associates LLC

Bottom row, left to right:


Laurie F. Beard, President & CEO, Founders Bank & Trust Arend D. Lubbers, President Emeritus, Grand Valley State University Bonnie K. Miller, Retired, United Bank Paul M. Keep, Executive Editor of Print, MLive Media Group Eva Aguirre Cooper, Director of Community A airs, WOOD TV8, 2011 Vice Chair, 2012 Chair Not pictured: Khayriyyah Muhammad Smith, East Kentwood High School, Student Trustee

www.grfoundation.org

27

about the community foundation:

gifts, growth, grants and leadership


Since 1922, Grand Rapids Community Foundation has been the communitys leading foundation. Our grantmaking is made possible by nancial gifts from donorspeople 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 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. Weve been around for 90 years, and were willing to see a project through over time.
< This mural that graces our building was created by ArtPrize artist Daan Hoekstra in 2009.

28

If I had $250 million to share, heres what I would do:

leadership & staff


Top photo, left to right:
Ann Puckett, Program Assistant/IS Associate Hilda Gutierrez, Mentor Michigan College Coaching Corps AmeriCorps Member Diana Sieger, President Lynne Black, Vice President, Finance & Administration Ren Guttrich, Executive Assistant

1.

2.

3.

Bottom photo, left to right:


Natalia Alejos, Receptionist Shavon Doyle, Grants Management Assistant Marcia Rapp, Vice President, Programs

4.

5.

6.

7.

8.

9.

10.

www.grfoundation.org

29

Top photo, left to right:


Mary Karrip, Development Assistant Gina Bovee, Development Director Lisa Brown, Donor Services Associate Cris Kutzli, Youth & Education Program Director Tracy Van Solkema, Campaign & Research Associate

Bottom photo, left to right:


Kevin Harmelink, Controller Barb Forseman, Finance & Administration Assistant Kate Luckert Schmid, Program Director Laurie Craft, Program Director

30

community happens here

Done. And done.

Top photo, left to right:


Marilyn Zack, Vice President, Development Jill Tiefenbach, Program Administrative Assistant Jan Burns, Development Administrative Assistant

Bottom photo, left to right:


Amanda St. Pierre, PR & Marketing Specialist Roberta King, Vice President, PR & Marketing Jonse Young, Donor Services Director Shaun Shira, Development Ocer Not pictured: Ruth Bishop, Education Program Ocer 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 dont forget to:

www.grfoundation.org

31

COMMITTEES
We oer a special thank you to the people who served on a variety of Community Foundation committees in 2011/12.

Advisory Council
Bob Roth,* Chair Christina Arnold Andrew Brower Tripp Corl Kurt Dietsch Floriza Genautis Je Gietzen Maxine Gray Je Hill Keith Hopkins Sonya Hughes Joe Jones Linda McCarter Carol Paine-McGovern Paul Moore Minnie Morey Mike Mraz Jos Reyna Carlos Sanchez Emily Stoddard Furrow Eddie Tadlock Dan VanKalker Beverly Wall Gina Bovee, Sta Shaun Shira, Sta

Challenge Scholars Advisory Council


Mel Atkins Jr. Patty Baker Rebecca Bignall Johnny Brann Jr. Craig Datema Julie Davis Arelis Diaz Paul Doyle* Carolyn Evans Donna Ewigleben Arthur Garner EdD Beverly Grant Walter Gutowski Jr. Gwendolyn Heatley John Helmholdt Justin Jennings Mary Jo Kuhlman Mike Nassar Patricia Oldt PhD Stacy Stout Anessia Tala-Clark Eric Williams Ruth Bishop, sta Cris Kutzli, sta

Good Classrooms Selection


Dorothy Armstrong PhD Beth Batts Sally Coburn Walter DeBoer EdD Cheryl Endres Jean Enright Casey Gordon Cathy Konynenbelt Temprance Mann Elisha Marr Diane McMillan Kathy Meuser Carole Morgan Williams Bernie Stanko EdD Cris Kutzli, Sta

Investment Review
Michael Rosloniec, Chair Jason Brinks Ben Irwin Bonnie Miller* Bob Roth* Kathleen Vogelsang Kerby Wallick Lynne Black, Sta Kevin Harmelink, Sta Diana Sieger, Sta

Audit
Patrick Repins, Chair Lori Baker Dori Danko Bonnie Miller* Lynne Black, Sta Kevin Harmelink, Sta Diana Sieger, Sta

Community Action
Paul Keep,* Chair Eva Aguirre Cooper* Jeanne Arnold EdD Wayman Britt* Rene Hampton Carlos Sanchez Rick Treur Taylor Wondergem Laurie Craft, Sta Shavon Doyle, Sta Kate Luckert Schmid, Sta Marcia Rapp, Sta

*Trustee

32

community happens here

Done. And done.

Scholarship
June Anderson Ron Apol Mary M. Appelt Kathy Boylon Reed Bretz Fredrick G. Briscoe Ellen Carpenter Jack C. Cliord Clay Coleman John D. Darling Gail O. DeYoung Milton F. Ehlert Hugh Eisen Georgia Everse Patricia D. Gardner Victoria Gibbs Dareather Greer Kathy Hackett Janet A. Haynes Robert W. Hendrickson Randall Hoekstra Jennifer L. Jordan JD Cathryn Keating Rodney Lewis Wendy Lewis Jackson Tammy Looman Elias Lumpkins Marney MacAdam J. Joseph Mapes J. Stephen Marshall Rodney D. Martin Diane McMillan Pam E. Mitchell William H. Mitchell David Mix Carole Morgan Williams Carol Muth Candy Novenske Peggy Novosad Helen Oudendyk

And dont forget to:

Armen G. Oumedian Barbara B. Paneral Anke Pearson Salvatore W. Pirrotta Jane Plaisted Charles F. Pletcher Virginia Proctor Nancy Reahm Susan Rios Richard A. Roane Jamiel Robinson Huemartin Robinson II Frederick Sebulske III Wendy L. Stock Dorothy J. Thurston Marilyn Titche Vert Trice Jacquelyn Vander Laan Lou VanderHave Diane VanderVeen Jade VanderVelde Je rey J. VanWinkle Barbara Wepman Carol Werkema James B. White Sr. Fredericka D. Williams Hayes

Youth Grant
Teyland Avery Hannah Bodnar Max Boorsma Chaslyn Burt Donovan Cummings Hailey Dann Jude Eyamba Jack Gould Quinn Hascall Nathan Hurwitz Darryl Johnson Nick Kooyer Katie Kraus Anneke Lehmann Noah Lehmann Caroline Liske Myles McCurdy Markyshia Meadows Vlastibor Minarovjech Khaysirah Muhammad Smith Khayriyyah Muhammad Smith* Matt Norris Yasmeen Robinson Deja Smith Desmond Smith Mackenzie Swart Lexie Sweat Alex Tarr Alondra Abigail Vergara-Diaz Aaron Williams Dakota Wolter Austin Young Cris Kutzli, Sta

Trusteeship
Arend Lubbers* Bonnie Miller* Diana Sieger, Sta

*Trustee

www.grfoundation.org

33

FINANCIALS 2011/12

Statements of Financial Position, June 30, 2012


ASSETS

2012

2011

Investments, at Market Value Benecial Interest in Perpetual Trusts Split-Interest Agreement Receivables Gifts and Pledges Receivables Notes Receivable Property, Furniture and Equipment, Net of Accum. Depreciation Prepaid Expenses Reinsurance Contracts Cash Surrender Value of Life Insurance Financing Costs Total Assets
LIABILITIES AND NET ASSETS Liabilities

$ 223,912,477 2,242,652 3,453,516 1 1 ,427,986 1,730,745 4,734,203 2,480 1,657,462 515,703 252,483 $ 249,929,707

$ 229,277,057 2,408,129 4,338,31 2 3,497,581 2,627,002 4,692,804 51,000 2,550,593 467,735 307,348 $ 250,217,561

HOW TO SAY COMMUNITY IN 10 LANGUAGES


Swedish: samhlle Spanish: sociedad Dutch: gemeente Latvian: kopiena Irish: pobail Swahili: jumuiya ya Chinese:

Grants and Scholarships Payable Long-Term Debt Charitable Gift Annuities Payable Funds Held on Behalf of Nonprot Endowments Total Liabilities
Net Assets

5,123,529 4,000,000 2,591,124 1 1 ,406,910

4,584,187 4,000,000 3,523,665 12,316,134

Filipino: komunidad German: gemeinde

$ 23,121,563

$ 24,423,986

Vietnamese: dn chng

Unrestricted: Board Designated Endowment Undesignated Temporarily Restricted Permanently Restricted Total Net Assets Total Liabilities and Net Assets $ 189,461,381 3,601,539 28,373,1 14 5,372,110 $ 226,808,144 $ 249,929,707 $ 196,464,022 5,595,000 18,358,35 1 5,376,202 $ 225,793,575 $ 250,217,561

Do you have a single word that describes community?

34

community happens here

Done. And done.

Statements of Activities, Year Ended June 30


REVENUES AND GAINS/LOSSES

2012

2011

Investment Income
(Net of investment expenses of $1,103,098 in 2012 and $1,175,009 in 2011)

3,245,518

3,212,834

Realized Gains/(Losses) on Sale of Investments Change in Market Value of Investments Bequests and Gifts Change in Value of Charitable Gift Annuities Change in Value of Split-Interest Agreements Less: Amounts Allocable to Nonprots Total Revenues and Gains/(Losses)
EXPENSES

1,890,487 (1 1,325,871) 21,124,765 (1 15,765) (159,836) 27,616 $ 14,686,914

5,922,183 30,482,977 12,1 2 1,9 4 1 (209,058) 707,340 (2,534,344) $ 49,703,873

Grants and Scholarships Authorized Charitable and Philanthropic Expenses Community Initiatives Less: Amounts Allocable to Nonprots Supporting Services: Management and General

1 1,029,762 1,055,878 70,878 (881,609) 946,863 1,039,846 42,833 367,894

$ 10,029,728 847, 17 5 155,474 (618,642) 940,974 884,939 38,351 366,106 $ 12,644,105 $ 37,059,768

And dont forget to:

Development and Marketing Fund Management Property Management* Total Expenses Change in Net Assets Net Assets, Beginning of Year Net Assets, End of Year

$ 13,672,345 $ 1,014,569

$ 225,793,575 $ 226,808,144

$ 188,733,807 $ 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 nancing. The nancing term is seven years and in 2015 will end. Expenses recorded are interest on loan, depreciation, nancing amortization, and miscellaneous professional fees.

18%

Analysis of Expense
18% Support Services as a % of Total Expenses 82% Community Leadership and Grants as a % of Total Expenses

82%
www.grfoundation.org

35

Asset Allocation as of June 30, 2012


U.S. Equities International Small Equity Cap

U.S. Equities Large/Mid Cap

Emerging Markets Fixed

Alternatives

Cash

23.1%

8.5%

15.4%

8.8%

13.2%

30.4%

0.6%

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 Funds LaFleur & Godfrey Inc. PIMCO StocksPLUS Steinberg Asset Management LLC Vanguard S&P 500 Index Small Cap U.S. Equities 8% Chinook Capital Management DFA (Dimensional Fund Advisors) Small Cap Targeted Value WCM Investment Management InternationalDeveloped Equities 16% DFA (Dimensional Fund Advisors) International Value Gryphon Investment Corporation MarathonLondon International Silchester International Investors Emerging Equities 9% Aberdeen Emerging Markets Eaton Vance Fixed Income 14% GRCF Fixed Income Account PIMCO Total Return Sankaty Senior Bank Loan Fund Alternatives 31% Multi Strategy/Absolute Return 11% Dorchester Capital Partners Select Opportunities LP TIFF (The Investment Fund for Foundations) Commodities 4% PIMCO Commodity Real Return Wellington Management Company LLP Hedged Equity 7% Forester Oshore LTD Private Equity 5% Siguler Gu Distressed Opportunities Fund III LP TIFF (The Investment Fund for Foundations) Timber 1% Hancock Timber Resource Group Real Estate 3% Cross Harbor

Audited nancials have been given an unqualied 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/ nancials.

36

community happens here

Done. And done.

PROFESSIONAL ADVISORS AND GRAND RAPIDS COMMUNITY FOUNDATION


Clients expect professional advisors to provide the same level of expert advice about philanthropy as they do regarding estate planning, trust or 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 sta, 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.

And dont forget to:

We recognize the 2011/12 Professional Advisory Committee for its work TO strengthen the Community Foundation and the community we serve.
Daniel Baas, Founders Bank & Trust Lori Baker, Baker Holtz Glen Borre, Miller Johnson Jason Brinks, Oxford Financial Group Ltd. Robert Brower, Miller Johnson Christopher Brown, Saalfeld & Stewart PLLC Sharon Burtrum, Northern Trust Pamela Cross, Rhoades McKee PC Brian Downs, Legacy Trust Christopher Edgar, Miller Johnson Charles Frayer, Crowe Horwath LLP Frederick Gaul, Fifth Third Bank Paula Hampson, Northwestern Mutual Dirk Hous, Varnum LLP Thomas Jeakle, Prangley Marks LLP Carol Karr,* Miller Johnson Neil Kimball, Mika Meyers Beckett & Jones Bonnie Kopp, Northern Trust Bank Thomas Kyros, Varnum LLP Marilyn Lankfer, Varnum LLP Daniel Miller, Edward Jones Investments Je rey Power, Warner Norcross & Judd LLP Thomas Roberts, Macatawa Bank Robert Schellenberg, Schellenberg & Evers PC Miles Schmidt, Miles V. Schmidt CPA PLC Eric Smith, Beene Garter LLP Michael Taylor, Miller Johnson W. Michael Van Haren, Warner Norcross & Judd LLP Marilyn Zack, sta

*Trustee

www.grfoundation.org

37

PHILANTHROPY STARTS WITH A DESIRE TO MAKE A DIFFERENCE


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.
38

stay in touch
visit us at www.grfoundation.org like us on Facebook at www.facebook.com/GRCommFound follow us on Twitter at www.twitter.com/GRCommFound watch us at www.vimeo.com/grcommfound read us on Diana Siegers blog at www.grfoundation.org/presidentspage

community happens here

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Art Direction/Design Jane Bock 12below design co. Photography Yolanda Gonzalez Writing/Project Management Roberta F. King Vice President, PR & Marketing Copy Editing Joan Huyser-Honig Huyser-Honig Creative Services

Grand Rapids Community Foundation 185 Oakes Street SW Grand Rapids, Michigan 49503 616.454.1751

Grand Rapids Community Foundation meets standards as set forth by the Council on Foundations

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