Gathering… Giving... Growing… Leading…

2013

Annual Report

Building a Legacy for the Future

Photo by Lee Boman

The Seeley Lake Community Foundation is dedicated to enhancing the quality of life and sense of community in the Seeley Lake area…….forever!

We carry out this mission by “gathering” resources of funds and volunteers, by “giving” to local charitable and government organizations, by “growing” our assets to meet our future community needs, and by “leading” our community to a better tomorrow.

Presidents Message

Our Purpose Foundation

Board of Directors Mark Williams, President Lee Boman Scott Kennedy Addrien Marx Stan Nicholson Loren Rose Dick Seale Chris Stout Klaus von Stutterheim Kevin Wetherell

Time has flown and in our fourteenth year of existence the Seeley Lake Community Foundation continues to grow and thrive. Last year saw over $137,000 in grants, donations and investments. We were able to give out $20,400 in grants and $1,000 in a scholarship. Benefactors included Seeley Lake Elementary, Seeley Lake ROCKS, Alpine Artisans, the Senior Center and the Clearwater Resource Council. The annual banquet at the Double Arrow pavilion continues to be our major fundraising mechanism. This year the event garnered over $40,000 in profits. The theme of "Life's a Beach" saw a lucky couple head to Mexico for a week and another lucky couple take in the Seahawks/49er's football game as well as spend an extended weekend in San Francisco. Two stalwart board members left the board. Stan Nicholson, a founding member and guiding light left to pursue interests in Missoula. Dick Seale also took a leave but like Stan remains interested and supportive. Our involvement and support has helped keep the wood-stove change out program moving, expanded opportunities for kids to participate in winter sports through Seeley Lake ROCKS! and the elementary school cross country ski program, providing top level musical events through Alpine Artisans and supported water quality monitoring through Clearwater Resource Council. Continuing with the process of gathering and giving, we were fortunate to be recognized by the LOR Foundation and served as a pass through vehicle for the development of the sewer with a $500,000 grant for the construction of the sewer. The board believed that for the Seeley Lake Community Foundation to grow, we needed administrative help. We added a part-time administrative assistant to help maintain our presence and track financials. In addition, we are looking for a full-time executive director to help take us to the next level and beyond in fundraising, planned giving and grant-writing. This next year looks very exciting with opportunities and potential for our community. Our annual banquet and auction will be August 10 at the Double Arrow. This event helps charge our coffers and provides the dollars to support grants, scholarships and leadership projects. Last year 150 people and organizations contributed to our success. I hope this number continues to grow. I am truly grateful for all the support and enthusiasm from the community and the board.

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Gathering through the Seeley Lake Community Foundation

The Foundation gathers resources of money and

talent. Last year, over 150 individuals, businesses

and other supporters contributed $137,400 to help the

foundation meet its goals.

Still, others volunteered their valuable time and energy

to make our efforts successful.

Gathering through the Seeley Lake Community Foundation

Building A Legacy 3

Individual & Business Giving44.8%

Foundations52.5%

Interest & Distributions

2.7%

Source of Funds

Our grants and extended leadership activities are your mech-

anism for investing in this much-loved place. We fund local

projects, high impact community initiatives, and projects of

our own design.

The Foundation makes grants in the areas of education, arts

and culture, economic development, natural resources and

conservation, and basic human needs. Through intimate

knowledge of the community and a broad base of leadership,

our support touches all sectors of the community.

In 2013 we distributed $20,400 in grant funds and over

$272,236 in total over the last 14 years.

Giving through the Seeley Lake Community Foundation

4 Building A Legacy

Education 24%

Arts & Culture 11%

Basic Human Needs

39%

Natural Resources & Conservation

18%

Economic Development

6%

Community Communications

2%

Grants and Leadership Activities

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Growing through the Seeley Lake Community Foundation

For more than a decade, the Foundation’s permanent

endowment has grown steadily under the skillful portfolio

management by the Montana Community Foundation.

Asset Growth by Year

Building A Legacy 5

$0

$100,000

$200,000

$300,000

$400,000

$500,000

$600,000

STATEMENT OF FINANCIAL POSITION December 31, 2013

ASSETS

Unrestricted

Annual Reserve $ 20,000 Board Designated Operating Reserve $ 75,000 Short-term Investments $ 28,460

Temporarily Restricted $ 3,508

Permanently Restricted

Agency Endowment Fund $ 438,352 Designated Endowment Fund** $ 85,210

TOTAL ASSETS $ 650,530

TOTAL LIABILITIES $ 329

TOTAL NET ASSETS $ 650,201 ** Held by the Montana Community Foundation on behalf of the Seeley Lake Community Foundation

2013 Donors

Successful communities require investment. Our

heartfelt thanks to these 2013 donors.

Individuals

Businesses &

Organizations

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1st Valley Bank Alpine Artisans Big Blackfoot Riverkeeper Bison & Bear Mercantile Canyon River Golf Course Cory’s Valley Market Do Terra Essential Oils Wade Cebulski Creekside Electric Deer Creek Excavating Double Arrow Resort Double Tree by Hilton The Lodges on Seeley Lake Geno’s Sauces Good Environmental Services Grizzly Claw Trading Company Heritage Plumbing & Heating K/3 Excavation Lake Country Builders Lindey’s Prime Steak House Linford Built Construction Lodges at Seeley Lake Mannix Family Grassfed Beef Monty’s Lamps Nature Scapes Optimal Fitness Pitman Machinery Prudential Montana Rejuvenate Massage Rich’s Montana Guest Ranch Rocky Mtn Adventure Gear Rovero’s Ruana Knife Seeley Lake Ready Mix Sustainability Inc Swanwoods The Depot Wilderness Excavating/Rent-All

In Memory of Carter Williams James and Frances Wylder

In Memory of Bob Boyd Foucar Family Trust

Elden Barberi Mike and Terri Better Lee and Judy Boman Donna Burgess Pat Caffrey Roland and Shirley Calhoun William and Phyllis Campbell Jerry and Colleen Cebula Ray and Barbara Cebulski Cliff Coffman and Diane Andrews Jack and Penny Copps Joan Cowan Ron Cox Alan Davis Jack Davis Jean Dickey Jim Duncan Shirley Duncan Wayne and Sue Dunn Jon and Linda Ender Stan Fiest Jim and Jane Forthun Alistair and Tanya Fyfe Davy and Angela Good Bo and Amanda Good Boyd and Helen Gossard James and Shirley Goudzwaard Roger and Joan Harbin Mark Hayden Walter and Annette Hill Mark and Jill Hollinger Mike and Sue Holzer Lynn Ingham Walter and Christine Jewett

Roger and Rhea Johnson Todd and Twyla Johnson Mike and Cathy Kahnle Scott Kennedy Pat Knudsen Al Larson Robert Lee Tom and Judy Lehman Gary and Cheryl Lewis Frank and Annette Marron Addrien Marx and Jim McLean Robert and Tess McNatt Carolyn Mehl and Jon Haufler Stan and Colleen Nicholson Stuart and Janie Nicholson Guido Niederoest and Patricia Bouta Robert and Ellen Phelps Edward and Virginia Reilly Clark and Sandi Ridgeway Bruce Rieman and Karen Pratt Jennifer Rohrer Loren and Pam Rose Gene and Carla Schade Ken and Dee Schmitz Dick Seale Jerry and Nancy Shirley Samuel and Linda Snyder Chris and Katrina Stout Klaus and Beate von Stutterheim William Wall and Carol Evans Kevin Wetherell Mark Williams James and Frances Wylder

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The Legacy Society Helping to build the future of Seeley Lake

The Legacy Society of the Seeley Lake

Community Foundation provides a meaningful

way of recognizing individuals now for gifts that

will be realized sometime in the future. These

bequests and planned gifts will endow a stronger

future for our community, forever.

When making or updating

your will, please consider a

gift to the Community

Foundation. Consult your

estate planning attorney who

can assist you in adding one

of the following paragraphs to

your will:

“I hereby give and bequeath

$ to the Seeley Lake

Community Foundation to be

used (for its general

purposes) or (for specific

purpose).”

Or,

“I hereby give, devise and

bequeath (the residue) ( %

of the residue) of my estate

to the Seeley Lake

Community Foundation to be

used (for its general

purposes) or (for specific

purpose].”

If you are leaving the

proceeds of an insurance

policy or IRA assets, be sure

to indicate this on the

insurance or IRA beneficiary

forms because the insurance

proceeds or IRA assets will

be disposed of by the terms

of the insurance policy or

IRA document and not by

your will if they differ.

Thank you for helping us

build a legacy for the

future!

Stan and Colleen Nicholson

Donna Burgess Kevin Wetherell Wendy Wetherell

Wes Wills Scott Kennedy Addrien Marx

Carolyn Mehl and Jon Haufler

Building A Legacy 7

We wish to thank the current members of The Legacy Society for their commitment to our community!

If you would like to become a member of The Legacy Society, please contact a Foundation

Board member at your earliest convenience.

SLCF is a non-profit 501(c)3 organization Please send your tax deductible contribution to

Seeley Lake Community Foundation, PO Box 25, Seeley Lake MT 59868 or donate online at

www.seeleylakecommunityfoundation.org

Photo by Lee Boman