Mensa Of Wisconsin Foundation, Inc.

c/o Bonny Koven, 816 Dean Road, Fox Point, WI  53217-2419

 

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MENSA OF WISCONSIN FOUNDATION, INC SEMI-ANNUAL REPORT       

  Your Mensa of Wisconsin Foundation has good news to report for this first 6 months of 2010!

     MOWF has given grants to the Capital Science and Engineering Fair, Literacy Services of Wisconsin, Milwaukee Jewish Day School, the German Immersion Program, Wauwatosa West High School orchestra, and Friends of the Schlitz Audubon Center.

     Any donation to MOWF’s endowment is greatly appreciated.  Special thanks to our local Bridge SIG; when a player goes down, ten cents per trick is put into the kitty as a MOWF donation.  Thanks also to Dan Graves; when he helps friends with their computer problems, he requests that they send a donation to MOWF in lieu of payment to him.

     There are lots of creative (and inexpensive) ways to donate to MOWF.  For example, if you hold a garage or book sale, earmark a dollar-amount or a percentage of your sales for MOWF.  If you host a Mensa event or dinner, a “wide-MOWF jar” for collecting coins or bills is a nice touch.  And by all means, remember to register as a MOWF donor in the Pick and Save “We Care” program; at the customer service desk, you can arrange to link your Pick and Save bonus card with MOWF (our link-code is 502100), and a percentage of your store purchase amounts will be sent to us.

Please consider a memorial donation to MOWF in honor of a loved one; thanks to those of you who donated to MOWF in memory of our beloved friend and fellow Mensan, Lee Aschoff.

     Current MOWF Directors Bob Burgermeister, Clara Zukrow, Bonny Koven, Barbara Roozrakh wish to thank Donna Neidhardt for her service as Director and Secretary over these past years.  We also welcome our new Directors, Dave Koven and Ellen Voie.

      Check the WisCOM inside-front cover for information on contacting MOWF.  We’d be pleased to hear from you regarding donations, serving as a Director, or needs in your community for scholarship, education, and achievement awards.

 Bonny Koven, Treasurer, Mensa of Wisconsin Foundation, Inc                

 MENSA OF WISCONSIN FOUNDATION, INC.

                      Assets and Liabilities as of June 30, 2010

  ASSETS                                                                               

Cash Accounts:                                                                                  

Checking Account                                               2,175.01                               

Money Market Account                                       174.89                               

Accounts Receivable                                            113.36                               

Realized Cap. Gain/Loss                                          0.00                                

     TOTAL CASH                                                2,463.26                               

                                                                                                2,463.26               

Investment Accounts:                                                                                       

                                                                Current Value                      

Vanguard GMNA                                18,497.35                             

Vanguard Hi Yld Bond                      10,623.43                             

Vanguard Wellington                          18,957.93                             

Hancock HPI                                         8,670.00                             

Hancock HPF                                        4,660.52                             

Western Asset Hi Inc                            4,113.45                             

Franklin Templeton Inc                       6,494.33                             

                                                              72,017.01                               

                                                                                                72,017.01             

                                                                                                                74,480.27

                                                                                               

LIABILITIES AND FUND EQUITY                                                                                           

Fund Equity 1/1/2010                        74,037.01                             

Net Receipts Current Year                     626.63                              

Accounts Payable                                                   250.00                              

Unrealized Cap.Gain/Loss                   (433.37)                              

                                                                74,480.27                             

                                                                                                74,480.27             

                                                                                                                74,480.27

 

                   Income and Expenses as of June 30, 2010

INCOME                                                                                             

                Donations                                             234.55

                Interest, Dividends                         2,242.08

                Realized Capital Gains                           0.00

                                                                           2,476.63

                                                                                               

EXPENSES                                                                                        

                Legal, Licenses                                        0.00

                Miscellaneous                                         0.00

                Postage, Shipping                                   0.00

                Awards                                             1,850.00

                Printing, Copies                                       0.00

                Supplies                                                    0.00

                                                                           1,850.00

                                                                                               

                Income over Expenses                     626.63

                                                                                               

                Unrealized Capital Gains   7/1/2010                               (12,704.95)

                                                                1/1/2010                              (12,271.58)

                                                                                                     (433.37)