2019 Foundation Annual Report · 2020-05-06 · Enrich the Present, Enhance the Future 2019 Foundation. Annual Report. 1840 North Prospect Avenue, Milwaukee, WI 53202 414.272.2022

Enrich the Present, Enhance the Future

2019 FoundationAnnual Report

1840 North Prospect Avenue, Milwaukee, WI 53202 414.272.2022 www.SaintJohnsMilw.org

Saint John’s Communities Foundation has existed quietly in the background, supporting Saint John’s On The Lake since 1982. The Organization functions without fanfare or notoriety yet sets a tone for the thoughtful planned giving which sustains our Community. Sharing the Office of Philanthropy with our operating entity, the Foundation functions on a shoestring budget yet yields meaningful results year after year. When needs present, the Foundation rises to the occasion – like in 2015-6 when Chaplaincy and Chapel Music were fully endowed as a result of a concentrated campaign. Other times, donors come to us, to create a program fund which speaks to their passion, or honors a loved one; many of our life enrichment programs came to be because generous donors wished to share their good fortune and spread joy to their fellow residents.

In the past year, our Scholarship Fund, which supports employees striving to advance their education, has been a popular choice. In total, the Foundation stewards 17 endowed funds covering a broad range of interest and activity. Endowments are variously created gradually over time, as well as quickly with a significant gift; all gifts are honored, gratefully accepted knowing they are given with intention and purpose.

As Saint John’s On The Lake grows and extends service to more older adults, both on campus and in the community, the role of the Foundation becomes increasingly vital. It is the commitment of our Board of Directors and the strength of our staff that give us confidence to embrace the next chapter knowing through their efforts and the generosity of our donors, our future is secured.

With Gratitude,

President's Report by Renée Anderson

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Renée E. AndersonPresident

On the cover: In full bloom! With gratitude to Nancy Metz White, deceased artist and former resident, whose colorful metal sculptures created a Floral Fantasy Garden on Saint John’s plaza. Generous gifts to the Foundation’s Garden and Nature Fund support the maintenance of all Saint John’s amazing gardens.

Sybil BellDirector of Philanthropy

Foundation Secretary

Saint John's Foundation Board & Staff

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SAINT JOHN’S FOUNDATION PURPOSE STATEMENTThe Foundation is a charitable organization, the purpose of which is to solicit,

hold, manage, invest and expend endowed funds for the benefit of the community of Saint John’s and to support its programs and activities.

Saint John’s Communities Foundation, Inc. Board of Directors: Sybil Bell, Patsy Aster, Richard Miller, Susan Brennan, Lloyd Lewis and Renée Anderson, President. (Not pictured: Polly Beal)

The Board of Directors is responsible for active participation in the governance of, and direct personal involvement in, the Foundation’s purpose of fund development, investment

management, financial stewardship and organizational administration to the benefit of both the Foundation and the Foundation’s primary beneficiary, Saint John’s Communities, Inc.

Dan LemmingerVice President Administration

Foundation Treasurer

Saint John’s is affiliated with the

Episcopal Diocese of Milwaukee, whose

volunteer churchwomen founded

Saint John’s in 1868.

Mary PrzybylskiDonor Relations Manager

Treasurer's Report by Dan Lemminger

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The Saint John’s Communities Foundation, Inc. (“the Foundation”) collection of funds exists to provide support to Saint John’s Communities, Inc. (“Communities”) operations for their respective stated purpose and to provide grants to agencies supporting the visually impaired in the greater Milwaukee community. Two new funds debuted in 2019: the Lewis Fellowship Fund and the Titus Scholarship Fund. One fund, the Gift Annuity fund, has sunset. Consequently, the Foundation now consists of seventeen funds, all of which actively accept cash contributions. In 2019, fifteen funds received contributions totaling approximately $269,000 – an average of $18,000 per fund – with over $69,000 directed to the Directors’ Fund for Charitable Care and $116,000 collectively to the respective Scholarship Funds. Additionally, in 2019 the Foundation completed its first distribution in support of the Annual Symposium On Aging totaling more than $33,000.

Currently, virtually one-hundred percent (100%) of the funds’ capital, valued at approximately $8.2 million as of December 31, 2019, is held in trust by U.S. Bank with portfolio investment management provided by Marquette Associates. Administrative support, including, clerical, fundraising, accounting and management is provided to the Foundation by Communities staff. All such expense is currently borne by Communities.

The annual distribution from the Marquette-invested funds is 5% of the 20-quarter rolling average portfolio market value plus discretionary, Board-designated distributions for earnings in excess of the 5%. Specific fund distribution restrictions take precedence over this general distribution rule. September 30th of each calendar year is the established measurement date in order to have a uniform procedure that facilitates Communities’ budget preparation.

The Foundation’s fiscal year is based on a calendar year-end. In addition to the $269,000 donation revenue recorded in 2019 the Foundation also realized $224,000 in investment income. Investment and treasury management fees totaled $14,000, or .17% of the fund’s net assets. Distributions to Communities for the aforementioned support totaled $308,000. Grant payments totaling $8,500 were made to three Milwaukee area agencies supporting those who are visually impaired. “Other” miscellaneous activity resulted in an additional increase in net assets of $1.1 million primarily attrib-uted to unrealized gains on the investment portfolio, reflective of the overall “boom” experienced by 2019 investment markets.

The Foundation is considered a “subsidiary” of Communities due to the fact the Communities’ Board of Directors approves all members of the Foundation’s Board. As such, the Foundation’s financial statements are required to be audited and consolidated with those of Communities. Furthermore, Wisconsin Statute § 202.11 requires a charitable organization with annual contributions over $500,000 to file an audited financial statement prepared by an independent CPA. As a result of the $269,000 in 2019 contributions an Independent Auditor’s Report is not required to be filed with the state.

The beautiful artwork created bySaint John’s resident, the late John Enright,

was used as the logo for the 3rd Annual Symposium On Aging.

The theme, CREATIVE AGE:

Imagination. Insight. Wisdom.was held in March 2019.

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A.

B.

C.

D.

Return ObjectivesThe primary return objective of the Fund is to exceed inflation by a minimum of 5% per year while assuming reasonable investment risk.

Risk ToleranceWhile achieving the return objectives, the Fund is able to tolerate certain levels of risk, which are:

To accept prudent levels of short and long-term volatility consistent with the near-term cash flow needs, funding level and long-term liability structure of the Fund,

To tolerate appropriate levels of downside risk relative to the Fund’s target rate of return. In doing so, the Investment Committee will attempt to minimize the probability of underperforming the Fund’s target rate of return over the long-term and to minimize the shortfall in the event such underperformance occurs,

To accept certain variances in the asset allocation structure of the Fund relative to the broad financial markets and peer groups, and

To tolerate certain levels of short-term underperformance by the Fund’s investment managers.

Constraints on the Investment ObjectivesIncluded in the cash/fixed income portion of the portfolio are the money market and high quality fixed income assets having a redemption value approximately equal to the estimated cash needs of the Fund during the trailing 3 to 4 years. The estimated cash needs of the Fund per year is the annual distribution amount of 5% of the value of the Fund utilizing the “Harvard Method” (approximately $150,000) plus other known or potential needs of Saint John’s, if any.

Portfolio returns on investment over the last five years ranged from a negative 7.7% to a positive 19.4%, with an average for the five-year period of 7.12%. The individual annual returns reflect the stock market

volatility experienced nation-wide.

The total market value of endowment assets held by Marquette Associates as of

December 31, 2019 was $8.2 million.The portfolio was allocated by

Marquette as shown in the accompanying graph. The distribution is consistent with the

Specific Investment Allocation targets as dictated by the

Saint John’s Communities Foundation, Inc. Investment Policy Statement.

TOTAL COMPOSITE OF ASSETS HELD BY MARQUETTE

Investment Report

SAINT JOHN’S COMMUNITIES FOUNDATION, INC.BALANCE SHEET AT DECEMBER 31, 2019

ASSETS CashAssets Held By OthersU.S. Bank-TrusteeCharitable Gift Annuities Total Investments

Pledges Receivable Total Assets

LIABILITIESAccrued Audit FeesDue to Saint John’s Communities, Inc. Total Liabilities NET ASSETS

BALANCE BY FUNDUnrestrictedGeneral Fund

RestrictedThe Albert O. Nicholas Chapel Music FundThe Albert O. Nicholas Chaplaincy FundDirectors Fund for Charitable CareGarden & Nature FundGift AnnuityLifeStreams Funds: LifeStreams Program Fund Verena Fjermestad & Bruce Fetter Music Fund Bill & Char Johnson Music Fund Bela & Julie Maroti Opera Fund Alice & Jim Nelson Choral Music Fund Bill & Nicole Teweles Entertainment Fund Jean B. Tyler Program Fund Phyllis Wagoner Chamber Music FundScholarship FundLewis Fellowship FundTitus Scholarship FundVisual Impairment Fund Total Restricted TOTAL FUNDS

$ 206,577

$ 8,043,156$ - $ 8,043,156

$ - $ 8,249,733

$ (2,500)$ (65,500)$ (68,000)$ 8,181,733

$ 4,268,506

$ 268,250$ 2,293,338$ 238,235$ 41,445$ -

$ 108,813$ 57,959 $ 64,925 $ 19,275 $ 64,725$ 34,051 $ 64,232 $ 21,947$ 309,933$ 12,017$ 50,489$ 263,593$ 3,913,227$ 8,181,733

$ 405,832

$ 6,568,052 $ - $ 6,568,052

$ 2,455 $ 6,976,339

$ (2,500)$ (28,103)$ (30,603)$ 6,945,736

$ 3,744,441

$ 232,904 $ 2,002,765 $ 142,232 $ 33,249 $ - $ 71,351 $ 51,026 $ 55,658 $ 13,583 $ 54,858 $ 30,518 $ 55,165 $ 19,272 $ 207,472$ -$ -$ 231,242$ 3,201,295$ 6,945,736

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2019 2018

2019 2018

INCOME Foundation Unrestricted Gifts General Fund Foundation Restricted Gifts The Albert O. Nicholas Chapel Music Fund The Albert O. Nicholas Chaplaincy Fund Directors’ Fund for Charitable CareGarden & Nature FundInstitute On Aging/SymposiumLifeStreams Funds: LifeStreams Program Fund Verena Fjermestad & Bruce Fetter Music Fund Bill & Char Johnson Music Fund Bela & Julie Maroti Opera Fund Teweles Entertainment Fund Jean B. Tyler Program Fund Phyllis Wagoner Chamber Music FundScholarship FundLewis Fellowship FundTitus Scholarship Fund Total Restricted Gifts Total Gifts Investment Income Change in Value of Charitable Gift Annuity Dividends/Interest Realized Gain (Loss) on Sale of Investments Total Investment Income TOTAL INCOME EXPENSES Investment & Treasury Management Fees Marquette Associates BMO Harris U.S. BankCredit Card Processing FeesRobert W. Baird Total Investment Management Fees Distributions Saint John’s Communities, Inc. Saint John’s Communities, Inc. - Chapel MusicSaint John’s Communities, Inc. - ChaplaincySaint John’s Communities, Inc. - Charitable CareSaint John’s Communities, Inc. - Fjermestad/Fetter MusicSaint John’s Communities, Inc. - Garden & Nature FundSaint John’s Communities, Inc. - Institute On Aging/SymposiumSaint John’s Communities, Inc. - Johnson Music Saint John’s Communities, Inc. - LibrarySaint John’s Communities, Inc. - LifeStreams Program FundSaint John’s Communities, Inc. - Maroti Opera FundSaint John’s Communities, Inc. - Nelson Choral Music Saint John’s Communities, Inc. - Jean B. Tyler Program FundSaint John’s Communities, Inc. - Teweles Entertainment Saint John’s Communities, Inc. - Wagoner Chamber Music Total Distributions Grants Visual Impairment Service Organizations Total Grants TOTAL EXPENSES OTHER Unrealized Gain (Loss) on Investments Charitable Org. Renewal Fee Wipfli Audit Fees TOTAL OTHER INCREASE IN NET ASSETS

STATEMENT OF OPERATIONS FOR THE PERIOD ENDEDDECEMBER 31, 2019

2019 2018

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$ 43,737

$ 2,395$ 5,500 $ 69,019$ 3,080$ 2,000

$ 22,062$ -$ -$ 3,125 $ 100$ 1,000$ 1,025$ 58,827$ 10,733$ 46,639 $ 225,505 $ 269,242

$ -$ 182,032 $ 42,161 $ 224,193 $ 493,435

$ 10,000 $ 742 $ 3,193 $ 85$ 163 $ 14,183

$ 168,400$ 9,400$ 79,400$ 5,100$ 2,050$ 1,300$ 33,451$ 1,000$ 1,500 $ -$ -$ 400$ 2,200$ 1,700$ 2,200$ 308,101

$ 8,500$ 8,500 $ 330,784

$ 1,075,910 $ (64)$ (2,500)$ 1,073,346$ 1,235,997

$ 121,797

$ -$ 13,810$ 31,552 $ 4,670

$ 17,789$ - $ 100$ -$ -$ 1,000 $ 1,580 $ 114,498$ -$ - $ 184,999 $ 306,796

$ (1,304)$ 174,665 $ 151,406 $ 324,767 $ 631,563

$ 10,000 $ (2) $ 3,152 $ 200 $ 110 $ 13,460

$ 139,268 $ 3,900$ 69,400$ 3,700$ 1,809$ -$ -$ -$ 1,500$ 693 $ 210$ 300$ 2,600 $ 1,400$ 2,403 $ 227,183

$ 7,500 $ 7,500 $ 248,143

$ (870,229) $ (64)$ (2,500)$ (872,793) $ (489,373)

Philanthropy Report by Sybil Bell

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GENEROSITY. GRATITUDE. GROWTH.Visionary volunteers incorporated Saint John’s Foundation in 1982 to create a framework of charitable giving opportunities. From that historic commitment, the Foundation’s Board of Directors continue the purposeful work to grow the endow-ment, steward the funds and advance Saint John’s position as a leader in retirement services. Over the course of 37 years, the assets have grown from the initial opening balance of $100,000 to $8.25 million.

2019 YEAR-IN-REVIEW Through the many generous financial gifts to the Foundation, our donors play an essential role advancing and investing in future programs and initiatives. It is the privilege of the Office of Philanthropy to connect our donors with options to fulfill personal philanthropic goals and to align them with Saint John’s organizational needs.

A combined total of $663,616 was contributed to strengthen Communities’ operations and grow the Foundation’s Endowed Funds. Gifts to the Foundation totaled $269,242. At year-end, the Foundation’s portfolio reported an asset balance of nearly $8.25 million after distributions; this was an increase of $1.27 million from the prior year. It was, and is, a big achievement.

Contributions to Saint John’s Communities in 2019 totaled $394,374 with designations to various opera-tional programs and funds. The Annual Campaign’s focus on Capital Projects and on the Symposium On Aging resulted in gifts of nearly $154,000 to underwrite the two initiatives. In addition, $176,260 was gifted to the Employee Holiday Fund–making a powerful statement from residents, families, board members and memorial donors in appreciation for “service excellence” delivered by staff. Charitable giving has increased annually as the culture of philanthropy message continues to be fostered.

NEW FOUNDATION FUNDS IN 2019

THE ANGELA TITUS SCHOLARSHIP FUND FOR DEMENTIA EDUCATION pays homage to the memory of Angie who was a certified dementia care specialist and the Manager of LifeStreams Programs in the care neighborhoods. Opening donor, Renée Anderson, understands the importance to continue this legacy. Annual awards to qualified staff will invest in dementia care best practices.

THE LLOYD LEWIS FELLOWSHIP FUND is a source of additional financial resources for licensed health care employees to attain certification or complete training in best health care practices. Opening donor and Foundation Board member, Lloyd Lewis, constructed the purpose with multiple benefits: awardees will attain tangible evidence of profes-sional stature, residents will have confirmation of best care practices and Saint John’s will be able to promote an enhanced organizational reputation.

We offer deep thanks to the founding donors who now enjoy the deep satisfaction in knowing their contribution has made a difference in our community both now and in our future.

Thank You!Your generosity helps sustain our mission to enrich the livesof older adults.

FOUNDATION HISTORY

2019 ACTIVITIESThe 3rd Annual Symposium On Aging with its theme, CREATIVE AGE: Imagination. Insight. Wisdom. was hosted on our campus for a week in March. The audience of professionals from the field of aging services, as well as our staff and residents, gained perspectives on transfor-mational thinking about aging and aging well. Noted faculty and authors from across the coun-try imparted new knowledge and encourage-ment of the unique lessons of longevity.

The Annual Campaign in May had strong results, giving testimony to our community’s engage-ment in a culture of philanthropy. The chart below reflects gifts to both Communities and Foundation, exclusive of the Employee Holiday Fund:

• The 35th Scholarship Award Program in August celebrated twelve applicants who were awarded a total of $25,000 in tuition assistance to earn future degrees and cer-certifications. We continue to be amazed at each student’s commitment to balance work, family, home and studies. Over the last five years, combined scholarships have totaled $163,000 to student awardees—WOW!

• September’s Volunteer Appreciation Event acknowledged the gift of time from the many hands and hearts that give daily support to our community. There are no less than 55 committees, representing about 83% resident involvement in volunteering and

in just as many different ways.

• In October, we partnered with United Way to promote their annual campaign to staff and residents. In 2019, giving totaled nearly $70,000 from residents and employees.

• Impressive! Volunteer Resident Ambassadors Pat and Allen Rieselbach were Saint John’s cheerleaders. We couldn’t have done it without them and all the many givers.

GRANT AWARDSThe Foundation Board reviewed grant applications in 2018 for its annual award distributions from the Fund for the Visually-Impaired. The applicants represented local organizations whose mission provides supportive services to older adults with vision challenges. The Board approved three grants totaling $8,500 to be distributed in the first quarter 2019, to these worthy recipients:

• ABLE: Audio & Braille Literacy Enhance-ment that provides alternative ways for people with print-disabilities to read.

• The Center for Deaf-Blind Persons that provides services needed to minimize the devastating effects of a combined vision and hearing loss upon the individual and family.

• VisionFORWARD that serves to empower, educate, and enhance the lives of individuals impacted by vision loss through all of life’s transitions.

Since the inception of this Fund in 2005, a total of $121,456 has been awarded to support operations of qualifying service agencies.

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• In late October, the annual Legacy Society Event paid homage to those donors who believe in the extraordinary–the impact a planned gift makes on Saint John’s ability to be an unrivaled provider of premier retirement living.

• Tribute and memorial gifts totaling $44,261 were designated to various funds in honor or in memory of a loved one or neighbor—these are blessed gestures.

• Throughout the year, donors were gratefully acknowledged in three editions of the Enriching Lives newsletter to celebrate joyful giving.

ANNUAL CAMPAIGN GIVING

ALBERT O. NICHOLAS CHAPEL MUSIC FUND Seeded as an Acorn Fund in 2001 by Jon Barsanti and opened as an endowed fund in 2015 by Renée Anderson and the Trustees of Funds and Endowments, Inc. To assure that there shall be appropriate music at Episcopal services held in the Chapel of Saint John the Evangelist on the campus of Saint John’s On The Lake.

ALBERT O. NICHOLAS CHAPLAINCY FUND Seeded as an Acorn Fund in 2001 by Jon Barsanti and opened as an endowed fund in 2015 by Renée Anderson and the Trustees of Funds and Endowments, Inc. To assure that there shall at all times be a full-time Episcopal Chaplain on staff at Saint John’s On The Lake. DIRECTORS FUND FOR CHARITABLE CARE Opened in 2013 by Renée Anderson, Dick Bibler, Susan Wright Brennan, Bill Goldammer, Lloyd Lewis and Dick MillerTo assist Communities in enabling residents of Saint John’s On The Lake to maintain their residence although their personal resources can no longer fully cover their residency costs. VERENA FJERMESTAD & BRUCE FETTER MUSIC FUND Opened in 2016 by Bruce Fetter To honor the memory of Verena Fjermestad and to provide classical music concerts by faculty and students of the UW-Milwaukee Peck School of the Arts.

GARDEN AND NATURE FUND Opened in 2014 by Mary Beth & Holger Petersen To supplement Communities’ budget for the maintenance and enhancement of the gardens, landscap-ing, outdoor lighting and such natural amenities of the Communities campus as the bee project and the butterfly garden.

GENERAL FUND (UNRESTRICTED) Opened in 1982 To support the general budget of Communities through annual distributions.

BILL & CHAR JOHNSON MUSIC FUND Opened in 2016 by Bill & Char JohnsonTo honor the memory of Albert O. Nicholas, friend of the Johnsons and benefactor of Saint John’s, this fund supports semi-classical concerts by professional musicians.

LIFESTREAMS PROGRAM FUND Opened in 2014 by Miriam Reading & Richard Miller To provide flexibility and variety in programming of an artistic, cultural, educational, intellectual, physical wellness or spiritual nature.

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Endowed Foundation Funds

LLOYD LEWIS FELLOWSHIP FUNDOpened in 2019 by Lloyd Lewis To provide licensed health care staff with additional financialresources to attain certification or the completion of approved training in the best practices in health care services to our residents.

BELA & JULIE MAROTI OPERA FUND Opened in 2015 by Bela & Julie MarotiTo fund annual performances by the Florentine Opera Company on the campus of Saint John’s.

ALICE & JIM NELSON CHORAL MUSIC FUND Opened in 2016 by Alice NelsonTo honor the memory of Jim Nelson and to sponsor choral music performances on the campus of Saint John’s by professional vocal groups.

SCHOLARSHIP FUND Opened in 2014 by Lloyd Lewis To provide employee scholarship awards for those who seek to advance their learning, complete certifications or expand professional skills at accredited educational institutions.

BILL & NICOLE TEWELES ENTERTAINMENT FUND Opened in 2016 by Nicole TewelesTo honor the memory of Bill Teweles and to sponsor programs featuring live theater, film screenings and visual arts-related exhibits.

ANGELA TITUS SCHOLARSHIP FUND FOR DEMENTIA EDUCATION Opened in 2019 by Renée AndersonTo honor the memory of Angela Titus, Dementia Specialist and LifeStreams Manager, to provide scholarships to employees to attain knowledge of the best practices in dementia care service.

JEAN B. TYLER PROGRAM FUND Opened in 2013 by Miriam Reading & Richard MillerTo honor the memory of Jean B. Tyler, Tower Resident Council Chair, to provide programs of an educational nature focused primarily on the discussion of policy issues of a local, regional, statewide, national or international nature.

PHYLLIS WAGONER CHAMBER MUSIC SERIES FUND Opened in 2011 and endowed in 2015 by Andrea Wagoner and Gregory WagonerTo honor the memory of Phyllis Wagoner by her children for the purpose of presenting chamber music performances by Milwaukee Symphony musicians on the campus of Saint John’s.

FUND FOR THE VISUALLY IMPAIRED Opened in 2005 by the Sunrise FoundationTo provide annual grant awards to organizations in Southeastern Wisconsin that provide services to or for older adults with visual impairment.

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Endowed Foundation Funds

The watercolor images on these Endowed Foundation Funds pages were part of a 2019 Art Exhibit of artwork created by our Care Neighborhood Residents. These images were featured on bookmarks for our 3rd Annual Symposium On Aging.

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GIVING LEVEL OF$30,000 - $75,000:Miriam Reading & Richard Miller

GIVING LEVEL OF$15,000 - $29,999:Greater Milwaukee Foundation Borrowman Family FundEstate of William EasthamPhoebe LewisElaine & Gerald MainmanSaint John’s Thrift ShoppeFrancie Luke Silverman Foundation

GIVING LEVEL OF$10,000 - $14,999:Estate of B. Artin HaigLynne HarrisNancy & Art* LaskinLloyd LewisBetty Jo & Jim Nelsen

GIVING LEVEL OF$5,000 - $9,999: AnonymousGreater Milwaukee Foundation Mary Louise B. Atkinson FundJane & John AusmanNat BeckwithElizabeth & Robert BradleySusan & John BrennanEmory ClarkVA DowneyEppstein Uhen Architects, Inc.GE Foundation Matching Gift ProgramClaire GreeneBarbara Larkin & Jim HughesMary LillydahlBela MarotiJanet Matuszak

Patricia & Allen RieselbachVJS Construction Services

GIVING LEVEL OF$2,000 - $4,999: Renée Anderson & David HamPatsy & Richard AsterKaren & Art BeaudryKay & Richard BiblerBetty BostromJohn Stewig & Dick BradleyCheri & Tom BriscoeAnne & Art BrooksLinda BuchsbaumBarbara CurranSandy & John DawsonBarbara & Bob ElsnerBobbie & Sandy FedderlyInez & Gene GilbertGreater Milwaukee Foundation Henry C., Eva M., Robert H. and Jack J. Gillo Charitable FundJudith GoetzColette & Bill GoldammerSidney GrossbergJoan HardyMarcia & Bob HarmanPat & Chuck HarperJill HeavenrichFred HimmerichMargo HustonBill JohnsonKathy & Pat KainNancy Kendall*Joe LibnochSusan & Richard LindbergEve & Elliot LipchikAnne LuberBarbara LuetzowMarsh & McLennanJeanne MaxonSusan & Joe Mazza

Mary McAndrewsMaureen McCabe ◆Connie & Dan McCartyJacqueline & Bob McCormickSuzanne OsetekPatricia ParsonsMary Beth & Holger PetersenMarjorie PolackBea RandallMichael SchmitzHans SchroederDonna SmithNancy & John SnyderStowell Associates, Inc.Nici TewelesMary Meade UllmanMartha VogelWIPFLi, LLP

GIVING LEVEL OF$1,000 - $1,999:Anonymous Barbara & Jim BallardPolly & Bo BealHelen BechtholdMary Stott & John BeckerKathryn BehlingElizabeth & Philip BehlingKathie Eilers & Barry BlackwellMartha & Bill* BollesBarbara Brown LeeBarbara & Steve ByerMolly & Bob CanaryJulie & John CarpenterEllen DebbinkPenny EganInge FerosieEileen FinnertyKent Mayfield & Jack FordIris & Alan GoldbergMarilyn Gordon-RossDonald Gore

Great-West FinancialMartha & Milton HamiltonEd Heinecke*Sue HoaglundPatricia JorgensenAngie KopfAnn MacIverDoug MacNeilAudrey Mann*Marquette AssociatesDenise & Greg McCarthyJoan McCrackenCheri McGrathNorma MitraMargaret & John MurphyKay & Dan PatrinosClare M. Peters Charitable TrustLiz PfeiferSusan PloetzBernice PopelkaMartha & Jack PrinceJane ReckmeyerPatricia & Mark RuttumBobbie & John SchmittElaine SchuelerBirgit SegerdahlKay & Jim* SmithKatherine SmithDonna SparsClare SpringsAnne* & Fred StrattonSuminski Family Funeral HomesBob Taylor Greater Milwaukee Foundation Georgiana & Robert Taylor FundJudy Van TillKathie & Jim VintVirginia WaringAllan WheelerMary Ellen WinterJane Ziol

Saint John’s Communities Foundation is deeply grateful for every gift, no matter the amount, as each is important to our mission. The contributions listed here reflect combined giving to both Communities and Foundation Funds. We humbly thank all of our donors; you are counted among our abundant blessings.

Donor Gifting LevelsJanuary 1 − December 31, 2019

Every effort has been made to include all contributors. If you find an error, please accept our sincere apology. Contact Cathy Carr at 414.831.6905 or [email protected] with any corrections.

LEGEND: ◆ Includes pledge payment * now deceased

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GIVING LEVEL OF $500 - $999:Lois AhlhauserMary* & John ArmbrusterSally & Tom BastingJoAnn & Richard BeightolSybil & Greg BellJeanne BirchPaul Birkle*Jackson Bruce*Ben BrylskiPat & Tony BusalacchiLouise CardinalShirley ConnellBee* & Tom CurleyHelen & John CurtisSandy DuffyAnne & Richard EganBeverly GorsuchBetty HillsDavid Huntington*Jane JordanThe Knit WitsSheila LarkinBill LauIrene LipoFlorence MahoneyLinda & John MellowesBarbara MichaelsJudy & Larry MoonSusan OsterStuart ParsonsPhillips Total Care PharmacyPiper SandlerQuarles & BradyRita & Jerry RochteBernice RossiniFred RuenzelAndrea Wagoner & Roger Ruggeri, Jr.Carol RyanWes SchaumMarion SchelbleJan ScherrAlison & Richard SchreinerAnita Sorenson*Mary Spyers-DuranMary StefaniakKathy & Dean ThomePatricia TibbettsConnie TreschVarsity Branding GroupBerniece Warner

GIVING LEVEL UP TO $499:ABC Kortsch Moving & StorageRobert AdlamRebecca Elon & William AdlerAnn Agard*Monika AhalTom AitkenKathy ArmbrusterMary Ann & Mickey ArmourPhyllis BabbNancy BalcerJoanne & Michael BarndtMary Lu & Michael BarronDiane BeckleyPatrick Bellegarde-SmithBlitch Knevel ArchitectsMarilyn & Brad BradleySally & Alan Brown Andrea BruellAbby Tremel BuddaBonnie BukoltLois BurantJeffery Krzewinski & Patrick ButlerEdith Caird*Margaret CariniDolly CatanzaroBeth ChancellorVirginia ChappellJoan Christopherson-SchmidtPhillip ClauderDeborah & Dennis ContaLee CoppernollPamela & Timothy CrimmingsPatricia & Daniel D’AngeloSarah DeanThe Rev. Seth Dietrich Direct SupplyMyrna DittmerLinda DohmenDowner Wine & SpiritsJuanita Mast & Jeanne DurnfordPatricia & Tom EhrmannSue ElsesserCarol Erwin DeLindKeshia Exum-PryorFeerick Funeral HomeLaura FernsRanee & Brenton FieldTom Frozena

Anna Claire & George GasparJoanne GennaroJohn GeorgeMary GoodeGrand Slammers Bridge GroupSusan GrosseKylie HagenDavid HaleKathleen HarleyGrace & John HaydonRavenna HelsonMarlis & Phillip* HinmanMaxine HirmerWayne Hohn*Sally Dohoney Holt Dickie HoltzMoni HopwoodKathryn HousiauxTracy & Thomas Hunt Chuck IngwersenKatie JacksonRose Marie Jashaway*Christopher JohnsonRosalie KahnKeo KellerLuci KlebarBarbara KlomanJenny Kohlbeck-ZalarJan KrukarAndy KubackiAlice KuramotoMarti* & Jack LaubachLemberg ElectricDan LemmingerNorah LexPatricia LidickerJean LindemannPaula & Mike LinglePamela MahnkeJamy & Michael MalatestaJacques MarringaNancy MayneNancy & Jon MeagerMichael MeekmaDell MercadoJudith MillerThe Rt. Rev. Steven & Mrs. Cynthia MillerMary MillirenRichard MiswaldNancy & Arthur MitchelJudy & Larry Moburg

Maggie MonsonKyoko MorrisMaudie NagleAlice NelsonLinda & Tom NeubauerDodie NovakBetty O’NeillParasol AllianceSophie ParkerFrancis PastijnIvan PeterlinRuth PikeMary Pollock*Greater Milwaukee Foundation Jean & Robert Prosser Family FundMary & Joe PrzybylskiSr. Letitia Prentice & Sr. Mary Grace RomNick RozwadowskiEric SchluterKathy & Larry SchnuckMeredie & Tom ScrivnerMargery SennMarie SewelHugh SimonsenNancy SimuelHelga SmithMorton & Naomi SoiferNancy SommerElaine StalheimLee StantonState Painting Co.Stephanie Sue SteinRita SweeneySusan TannenbaumJocelyn TetelAnn ThibodeauDonald ThorsonNevaeha & William TiptonStefanie Jacob & Scott TisdelWilson TitusSally TolanLynn TolcottKay UlschmidMary Kate UyPhyllis Van WagonerMiles VilskiElizabeth VogelThomas WalkerRay* & Sid Mulder WeisCarol & William WuesthoffJohn Yonkee

Donor Gifting LevelsJanuary 1 − December 31, 2019

Tribute and Memorial GiftsJanuary 1 − December 31, 2019

TRIBUTE GIFTSIn Honor of Renée Anderson Monika Ahal Sybil Bell Keshia Exum-Pryor John George Luci Klebar Dan Lemminger Mike Lingle Mary Milliren Donna Spars John Yonkee

In Honor of Nat Beckwith Inez & Gene Gilbert

In Honor of Sybil & Greg Bell Kathie Eilers & Barry Blackwell Barbara Larkin & Jim Hughes Lloyd Lewis Miriam Reading & Richard Miller

In Honor of Barry Blackwell Eve & Elliot Lipchik

In Honor of Richard Bradley Inez & Gene Gilbert

In Honor of Barbara Brown Lee Barbara Michaels

In Honor of Barbara & Steve Byer Inez & Gene Gilbert

In Honor of Rev. & Mrs. Ed Dohoney Sally Dohoney Holt

In Honor of Joseph Grafwallner & Jack Norell Sally Dohoney Holt

In Honor of Lois Ehlert Barbara Michaels

In Honor of John Gurda Barbara Michaels

In Honor of Jill Heavenrich Inez & Gene Gilbert

In Honor of Susan Kopesky Joanne Gennaro

In Honor of Sheila Larkin Nat Beckwith

In Honor of Joan McCracken Sandy Duffy Eve & Elliot Lipchik

In Honor of Betty O’Neill Joan McCracken

In Honor of Suzanne Osetek Kyoko Morris

In Honor of Jack Prince Stefanie Jacob & Scott Tisdel

In Honor of Mary Przybylski Susan Ploetz

In Honor of Helga Smith Kathie Eilers & Barry Blackwell Barbara Michaels

In Honor of Saint John’s Staff Barbara Brown Lee Kyoko Morris

In Honor of Jana Troutman-Miller Joanne Gennaro Bea Randall

MEMORIAL GIFTSIn Memory of Rebecca Adlam Robert Adlam

In Memory of Joyce Anderson Ann Agard* Sybil & Greg Bell Inez & Gene Gilbert Kathy & Pat Kain

Joyce Anderson (continued)

Ann MacIver Susan Ploetz Carol Ryan Saint John’s On The Lake

In Memory of Betty & Don Armstrong Dawn & Norbert Wianecki

In Memory of Donna Bachman Nat Beckwith Inez & Gene Gilbert Kathy & Pat Kain Miriam Reading & Richard Miller Susan Ploetz Mary Ellen Winter

In Memory of Donald Beaver Kathy & Pat Kain Susan & Richard Lindberg Irene Lipo Miriam Reading & Richard Miller

In Memory of Marion Behling Ann Agard* Elizabeth & Philip Behling Kathryn Behling & Christopher Hansen Sandra Christensen George Hanneman Maudie Nagle Mary & Richard Persinger Marion Schelble Terry & Tom Skiba Mary Wacker

In Memory of Tom Birch Jeanne Birch

In Memory of Al Block Pat & Tony Busalacchi Barbara Michaels

In Memory of Bill Bolles Susan & John Brennan Jane Reckmeyer

In Memory of Georgia Bond Eileen Finnerty Kathy & Pat Kain

In Memory of Jackson Bruce Elizabeth & Robert Bradley Kathy & Pat Kain Miriam Reading & Richard Miller

In Memory of Georgia Costa Beth Chancellor

In Memory of Bee Curley Eileen Finnerty Kathy & Pat Kain Ann MacIver Susan & Joe Mazza Miriam Reading & Richard Miller Mary Beth & Holger Petersen Jane Reckmeyer Carol Ryan

In Memory of Bill Eastham Nat Beckwith Sybil & Greg Bell Susan & John Brennan Penny Egan Angie Kopf Susan & Richard Lindberg Miriam Reading & Richard Miller

In Memory of John Enright John Stewig & Dick Bradley Linda & John Mellowes Richard Morehouse Kevin Tierney

In Memory of John Gordon Rose Marie Jashaway*

In Memory of Josette Grossberg Sidney Grossberg Bea Randall

LEGEND: * now deceased Every effort has been made to include all contributors. If you find an error, please accept our sincere apology. Contact Cathy Carr at 414.831.6905 or [email protected] with any corrections.

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Tribute and Memorial GiftsJanuary 1 − December 31, 2019

MEMORIAL GIFT In Memory of Bob Haig Susan & John Brennan Helen & John Curtis Inez & Gene Gilbert Susan Inbusch Miriam Reading & Richard Miller Susan Ploetz

In Memory of Bill Harley Kathleen Harley

In Memory of Doris Hoffman Nat Beckwith Kathy & Pat Kain Irene Lipo Mary McAndrews Martha & Jack Prince Bea Randall Mary Ellen Winter

In Memory of David Huntington John Stewig & Dick Bradley Joan Brenk Kylie Hagen Christopher Johnson Patricia & Allen Rieselbach

In Memory of Patricia Huston Eric Schluter

In Memory of Eva & Fred Jacob Stefanie Jacob & Scott Tisdel

In Memory of Chuck Jordan Jane Jordan

In Memory of Tom Krukar Jan Krukar

In Memory of Earl Lillydahl Pat & Chuck Harper Kathy & Pat Kain Mary Lillydahl

In Memory of Albert Luetzow Barbara Luetzow

In Memory of Audrey Mann Margery Becker Elizabeth & Robert Bradley Judith Brodner Diane & David Buck Eileen Finnerty Susan Freeman Steven Roth & Ellen Freeman-Roth Judith Goetz Mary Ann Greenebaum Nancy Greenebaum Anne & Andrew Heller Kathy & Pat Kain Norman & Barbara Hirsch Kravitz Jean Leserman Mary Lillydahl Ann MacIver Frances & Raymond Markman Nancy Mayne Susan & Joe Mazza Mary McAndrews Miriam Reading & Richard Miller Susan Ploetz Jane Reckmeyer Jocelyn Tetel Mary Ellen Winter

In Memory of Ben Williams & George Miller Nancy & Jon Meager

In Memory of Mike Milliren Sybil & Greg Bell

In Memory of Rosemary Monroe John Stewig & Dick Bradley

In Memory of Thomas E. Neubauer Linda & Tom Neubauer

In Memory of Patricia Norton Pat & Chuck Harper

In Memory of Bob Polack Marjorie Polack

In Memory of Peter Randall Barbara Michaels Bea Randall Mary Ellen Winter

In Memory of Jeanne Schmitz Michael Schmitz

In Memory of Jim Smith John Stewig & Dick Bradley Kathy & Pat Kain Susan & Richard Lindberg Miriam Reading & Richard Miller Kay Smith Mary Meade Ullman

In Memory of Jean Ann Snow Barbara Larkin & Jim Hughes

In Memory of Gloria Thibodeau Ann Thibodeau

In Memory of Angela Titus Ann Agard* Renée Anderson & David Ham Sybil & Greg Bell Ben Brylski Pat & Tony Busalacchi Julie & John Carpenter Beth Chancellor Elizabeth Cook Pamela & Timothy Crimmings Ellen Debbink Kathie Eilers & Barry Blackwell Tom Frozena John George Kameshia Glover Linda Hoffman Sally Dohoney Holt Rose Marie Jashaway* Kathy & Pat Kain Keo Keller Barbara Kloman Jenny Kohlbeck-Zalar Joe Libnoch

Angela Titus (continued)

Mary Lillydahl Jeff Lundean Anne Luther Ann MacIver Michael Meekma Dell Mercado Mary Milliren Maggie Monson Dodie Novak Mary Beth & Holger Petersen Susan Ploetz Mary & Joe Przybylski Nick Rozwadowski Saint John’s Chapel Marie Sewel Helga Smith Donna Spars Nevaeha & William Tipton Wilson Titus Mary Kate Uy Elizabeth Vogel Thomas Walker

In Memory of Renee Tolcott Lynn Tolcott

In Memory of Jean Tyler Barbara Michaels

In Memory of John Vogel Elizabeth Vogel Martha Vogel

In Memory of Phyllis Wagoner Andrea Wagoner & Roger Ruggeri, Jr.

In Memory of Jean Zembrosky Barbara Michaels

15

Saint John's Legacy Society

SAINT JOHN’S LEGACY SOCIETYIndividuals who have named Saint John’s as a beneficiary in their estate plans, assigned a portion of their residency refund to the Foundation or contributed to the opening of an endowment fund are members of our Legacy Society. Future or planned gifts at year-end totaled $1,093,657, holding steady at the 2018 value. Two gifts were added and two gifts were distributed in 2019. The new donors are residents who designated a combined total of $62,000 to the Foundation through simple beneficiary refund assignments; both were welcomed in as members. The two estate disbursements received totaled $38,589. We extend thanks to all our members.

SAINT JOHN'S MISSION STATEMENT

Saint John's mission is to enrich the lives of older adults through gracious retirement living, spiritual growth,

cultural and educational opportunities and health care services.

Renée AndersonTerrie & Jon BarsantiKaren & Art BeaudryRichard BiblerKathie Eilers & Barry BlackwellJohn Stewig & Richard BradleySusan Wright BrennanEllen DebbinkCarol Erwin DeLindVA DowneyWilliam Eastham*Penny EganEileen FinnertyKent Mayfield & Jack Ford Inez & Gene GilbertBill GoldammerBeverly & Jack* Gorsuch Claire GreeneB. Artin Haig*Jill Heavenrich**Sally Dohoney HoltChar* & Bill JohnsonBarbara Kloman**

Lloyd LewisDavid* & Nancy Klein MaguireBela & Julie* MarotiMary McAndrewsEileen & Dan* MeehanMiriam Reading & Richard MillerAlice & Jim* NelsonNancy & Ab* NicholasPatricia ParsonsMary Beth & Holger PetersenMarjorie & Bob* PolackPat & Allen RieselbachKatherine SmithDonna SparsNicole & Bill* TewelesConnie TreschTrustees of Funds & EndowmentsMiles VilskiKathie & Jim VintAndrea WagonerGreg Wagoner

LEGEND: * now deceased** new member